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SIX Guide

Modified 21:12, 18 Sep 2012 by Seth Enos

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Beginner tutorials

Installing the SIX Server: This shows how to install the SIX Server.
Configuring the SIX Server: This explains configuring your SIX Server.

Installing a SIX Client: This shows how to install the SIX Client.
Connecting to SIX Server: This explains connecting a SIX Client to the SIX Server.

Create New User: This explains how to create a SIX User.

Creating Price Rules: This explains how to create Price Rules in SIX.

Mass Update Accessories: This explains adding accessories to multiple Products.

New Project Wizard: This explains how to create a new Project in SIX.
Clone Projects: This explains how to clone or copy a SIX Project.
Import Project: This explains how to import Projects into SIX.
New Project from Template: This will explain Project Templates in SIX.

Compare Revisions: This explains how to compare Revisions of Projects and run a Change Order Report.
Create a Revision: This demonstrates how to create a Revision of a Project.
View Revisions: This explains how to view and promote Revisions.

Add Button: This explains how to add Items to a Project via the Add buttons.
Download Button: This explains downloading Products within the Project Editor.
Drop Zone: This explains how to add Items to a Project via the Drop Zone.
New Button: This explains how to add "from scratch" Items to a Project via the New button.

Miscellaneous Items: This explains Misc. Items in SIX.

Assign Locations and Systems: This explains assigning Locations and Systems to Items in a Project.
Update Similar: This explains the Update Similar feature in SIX.
Update To/From Catalog: This explains how to update to/from your SIX Catalog within a Project.

Creating a Task: This explains how to create a Task in SIX.
Creating a Work Order: This explains how to create a Work Order in SIX.

Creating a Visio File: This explains how to create a Visio file for a SIX Project.
Adding your Company Logo: This explains how to set your Company logo in Visio.
Creating an Elevation Drawing: This explains how to create an Elevation drawing in Visio.
Creating a Line Drawing: This explains how to create a Line drawing in Visio.
Creating a Plan Drawing: This explains how to create a Plan drawing in Visio.
Creating a Schematic Drawing: This explains how to create a Schematic drawing in Visio.

Creating an AutoCAD File: This explains how to create an AutoCAD file for a SIX Project.
Creating an Elevation Drawing: This explains how to create an Elevation drawing in AutoCAD.
Creating a Line Drawing: This explains how to create a Line drawing in AutoCAD.
Creating a Plan Drawing: This explains how to create a Plan drawing in AutoCAD.
Creating a Schematic Drawing: This explains how to create a Schematic drawing in AutoCAD.

Client from Contact: This explains how to create a Client from and existing Contact.
Import Client(s) from Outlook: This shows how to import Client(s) from Outlook.
Import Client(s) from QuickBooks: This shows how to import Client(s) from QuickBooks.
New Button: This explains how to enter a new Client in SIX.

Contact from Client: This explains how to create a Contact from and existing Client.
Import Contact(s) from Outlook: This shows how to import Contact(s) from Outlook.
New Button: This explains how to enter a new Contact in SIX.

Service Orders

Creating a Service Order: This explains how to create a Service Order in SIX.

Bulk Creation: Bulk Transfer of Items to QuickBooks
Creating QuickBooks Items from Estimates: This explains how to create QuickBooks Items from the Create Estimate form.
Map to Existing QuickBooks Items: Explains how to map SIX Products to existing QuickBooks Items.

Create QuickBooks Estimate: This shows how to create a QuickBooks Estimate from a SIX Project.

This guide provides an overview of product features for D-Tools System Integrator SIX (SIX). In addition, it contains recommendations on best practices, tutorials for getting started, FAQ's, and troubleshooting information for common situations.

Topics

Introduction
This will introduce you to D-Tools SIX.
Installing SIX
This describes how to install the SIX Server and SIX Client.
Preparation (Mise en place)
Environment(Topic)
Hardware/Software Requirements(Topic)
SIX Server
Installing the SIX Server(Tutorial)
Configuring the SIX Server(Tutorial)
SIX Client
Installing Visio(Topic)
Installing a SIX Client(Tutorial)
Connecting to SIX Server(Tutorial)
Registration
Updating to Service Pack 1 (SP1)
Post SP1 Updates(Topic)
Upgrading from SI4.6
Upgrading from SI5.5
FAQ - Installing
Do I need a dedicated server?(Topic)
Troubleshooting - Installing
SIX Server Currently Unavailable(Troubleshooting)
SQL Server Connection Failure(Troubleshooting)
Two SIX Icons Displaying(Troubleshooting)
Administration
This explains how to Administrate SIX by setting up Users and performing backups.
Create Users
Backup/Restore
FAQ - Administration
What/Who is a SIX Administrator?(Topic)
Troubleshooting - Administration
User Permissions Did Not Update(Troubleshooting)
Getting Started
This page shows you how to get started with SIX. This is software folks, not shelfware.
Setup
This explains how to set up SIX with your default information/settings.
Quick Setup
Control Panel
Application(Topic)
Catalog(Topic)
Project(Topic)
Report(Topic)
QuickBooks(Topic)
Server(Topic)
Drawing Add-Ins Manager(Topic)
FAQ - Setup
Can I set multiple Tax Rates?(Topic)
Can I set up multiple companies?(Topic)
Troubleshooting - Setup
Cannot open SystemIntegratorCache.sdf(Troubleshooting)
Changes To Control Panel Didn't Apply to Project(Troubleshooting)
Catalog
This explains the Catalog where you will manage your Items: Products, Labor Items, and Packages.
Product Explorer
Products(Topic)
Viewing Products(Topic)
Adding Products(Topic)
Editing Products(Topic)
Deleting Products(Topic)
Labor Explorer
Labor Considerations(Topic)
Labor Items(Topic)
Viewing Labor Items(Topic)
Adding Labor Items(Topic)
Editing Labor Items(Topic)
Deleting Labor Items(Topic)
Package Explorer
Packages(Topic)
Viewing Packages(Topic)
Adding Packages(Topic)
Editing Packages(Topic)
Deleting Packages(Topic)
Accessories
FAQ - Catalog
Troubleshooting - Catalog
Can't Drag and Drop Images(Troubleshooting)
Projects
This explains Projects in SIX.
Project Explorer
Creating Projects(Topic)
Editing Projects(Topic)
Managing Projects(Topic)
Revisions / Change Orders(Topic)
Project Editor
Adding Items to a Project(Topic)
Delete Items from Project(Topic)
Editing Items in a Project(Topic)
Scheduling Editor(Topic)
Scope of Work(Topic)
Visio Interface
Insert Drawing Pages(Topic)
Visio Shapes for SIX(Topic)
Creating a Visio File(Tutorial)
Adding your Company Logo(Tutorial)
Creating an Elevation Drawing(Tutorial)
Creating a Line Drawing(Tutorial)
Creating a Plan Drawing(Tutorial)
Creating a Schematic Drawing(Tutorial)
AutoCAD Interface
Creating an AutoCAD File(Tutorial)
Creating an Elevation Drawing(Tutorial)
Creating a Line Drawing(Tutorial)
Creating a Plan Drawing(Tutorial)
Creating a Schematic Drawing(Tutorial)
Sample Projects
FAQ - Projects
Can I print my Projects list?(Topic)
Troubleshooting - Projects
Save as PDF from Visio - Display Issue(Troubleshooting)
Visio Rack Shape Looks Weird(Troubleshooting)
Visio/AutoCAD not Linked to SIX(Troubleshooting)
Reports
This explains the "standard" reports in SIX.
Managing Reports
Import/Export Reports(Topic)
Report Categories(Topic)
Report Definitions(Topic)
Report Groups(Topic)
Report Themes(Topic)
Running Reports
Report Designer
Standard Report Designer(Topic)
Order Reports Designer(Topic)
Additional Reports
Proposals Sorted by Priority(Topic)
Excel Reports
FAQ - Reports
Can I combine Reports?(Topic)
Can I turn off pricing on Proposals?(Topic)
Troubleshooting - Reports
Crash Error Importing SI5 Reports(Troubleshooting)
Imported SI5 Reports Look Weird(Troubleshooting)
Import file does not contain...(Troubleshooting)
PhaseItems Error - Legacy Reports(Troubleshooting)
Clients and Contacts
This explains Clients and Contacts in SIX.
Clients
Adding Clients(Topic)
Deleting Clients(Topic)
Editing Clients(Topic)
Contacts
Adding Contacts(Topic)
Contact Groups(Topic)
Deleting Contacts(Topic)
Editing Contacts(Topic)
FAQ - Clients and Contacts
Troubleshooting - Clients and Contacts
Service Orders
This explains Service Orders in SIX.
Creating a Service Order(Tutorial)
Completing a Service Order
Service Order Reports
FAQ - Service Orders
Troubleshooting - Service Orders
QuickBooks Integration
This explains the QuickBooks integration for SIX.
Setup
Create QuickBooks Items
Bulk Creation(Tutorial)
Creating QuickBooks Items from Estimates(Tutorial)
Map to Existing QuickBooks Items(Tutorial)
Create QuickBooks Estimate
Create QuickBooks Estimate(Tutorial)
FAQ - QuickBooks
Does SIX work with QuickBooks Online?(Topic)
How do I transfer a Change Order?(Topic)
Troubleshooting - QuickBooks
Could not connect to QuickBooks(Troubleshooting)
Error Reading Account List(Troubleshooting)
Tigerpaw Integration
This describes how to export data from SIX to import into Tigerpaw software.
Videos
Video killed the Radio Star

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