Before you get started: 1) Ensure there is an available license on User Management Link 2) Ensure you know your CLI #, password, and internal server name.
Ensure a License is Available
In User Management Link, make sure a license is available. If there is not one available, you will need to disable a user to open a license to add another user.
If your company is not activated on User Management Link yet, please email Support@TCLI.com to request a temporary registration code.
Install Estimating Link
Download Estimating Link on the new user's pc via The Construction Link's Customer Portal. Enter your Username (CLI #) and Password (assigned by TCLI).
While in the Customer Portal, click on EL3_Setup.exe and the downloading process will begin:
If the install does not begin automatically, open file explorer in windows, then select downloads and select EL3_Setup. Right click on it and select "Run as Administrator."
Follow the prompts to install Estimating Link. When the install is complete, launch Estimating Link and enter your company credentials and password. If your company is not activated on User Management Link and you have your temporary registration code, copy and paste the code in the box where prompted.
This user now has temporary access to Estimating Link.
Connect Estimating Link to Internal Server
After you have installed Estimating Link, you will need to point it to the server.
In Estimating Link, select Setup > Options > Database > Add:
An Add Connection window will be displayed:
In the Friendly Name field, enter a name you'll recognize as your internal company server. An example is: Pleasant Company, Inc. Server.
In the Server Name field, take out the (local) and keep the \TCLI. Enter your server name or IP Address before the \TCLI. An example is: PleasantServer\TCLI.
🗒️Note: By default, the SQL Server Authentication is selected for logging into the server.
Click Test Connection. If the connection was successful, the below message will be displayed:
If the connection is not successful, the below message will be displayed:
If you received the Login Failed message, change the option for logging into the server to Use Windows Authentication, and test the connection again.
You have now added the connection to your server. To select your server, use the down arrow to view your connections, and select the new connection you created. In our example, this would be, Pleasant Company, Inc. Server:
A message will pop up letting you know that it was successful and the above illustration will now show your server name. You should now be connected to the server and you will not need a registration code to access the program.
To ensure that the new user is connected to the server, in Estimating Link:
- Projects saved on the server should now be populated.
- Go to Help > About. In this window, the Current SQL Server will show your internal server name.
If you would like assistant with this process, please reach out to us anytime. (800) 448-0741 and/or Support@TCLI.com.