NACE Installation Instructions PDF

NACE Installation
Subject
How to install and set-up NACE Edition CAS
Issued by Department Date
J anice Fain CIT Application Management 2014-03-02

Background:

This instuction covers the installation and initial set-up of the NACE Channel Edition of CAS.
See the following Steps below for Instructions
1. Download the installation package from the extranet
2. Run the installation Package
3. Installing the drawing viewer.
4. Creating Data Folders for customers and fluids
5. Internet Explorer settings for drawing requirements.
6. Updating the Program
7. Starting the Program
8. Installation of the Crypkey
9. Entering email address and other personal settings
10. Settings units for calculations
11. Creating a customer
12. Creating a project
13. Creating an item
14. Creating a technical specification
15. Checking in an item

1. Download the package from the extranet.
a. Log into ebiz.alfalaval.com, enter your email address and your password. Note: Passwords are case sensitive. If you
do not remember your password, call your Alfa Laval Contact.

b. Go to Tools or Sales Tools depending on your site.

page 2/23
NACE Channel Installation Page 2

c. Click on CAS North America ->Go to Applicaiton.

d. Click on Rep NACE xxxx Download[.msi]. Where xxxx is the year.

page 3/23

e. In Windows 7(See below for XP instructions), right click NACE Download and select Save Target as:

In Windows XP, you can select the option to Save the program.

page 4/23

f. You will then be offered the option to save the program to a location of your choice, we recommend that you save the
program on your desktop or Downloads for Windows 7 and on desktop for Windows XP. The file name will be
NACExxxx.msi (where xxxx is a year)

page 5/23

2. Run the installation Package
a. Locate the file on your desktop and double click to start the installation. The name of the file will be
NACE_xxxx.msi. (where xxxx is a year).
b. You will the be prompted to install the program using a wizard. After it calculates the available space on your
computer, you can click next to begin the installation.

c. Accept the default folder location and click next.

page 6/23

d. Press Install to proceed with the installation.

3. Installing the AutoCad Drawing Viewer
The drawing viewer is a plug in from Autodesk, which allows you to view drawings in a browser window. There
are several steps that should be taken to ensure correct operation of drawing viewer. Sometimes we find that
some 64 bit installations do not work. If you follow the instructions below and you do not have drawings go to
Appendix A for installation of Autodesk Design Review.

a. Open Windows Explorer or My Computer and double click on the file dwfviewersetup.exe which can be found at the
following locations. (Note: the files are normally located after the folders)

Windows 7 (64 bit)
C:\Program Files(x86)\Alfa Laval\NACE\DwfViewerSetup.exe

XP and Windows(32 bit)
C:\Program Files\Alfa Laval\NACE\DwfViewerSetup.exe

page 7/23

b. You will be prompted to install the program using a viewer. Select Next.

c. Then click I agree

d. Accept the default Installation folder. You can decide if you want shortcuts on your desktop and in your start menu.
Then click install.

page 8/23

e. Click Finish.
.

4. Creating folders for customers and custom fluids.
You are able to save your fluids and customers anywhere you wish. On local computer or on a network drive.
If you do not have a network drive or a specifed location that already gets backed up, then we suggest that you
create two folders in the location below and add them to your back-up routines. These folders will contain
your data if you use the check-in and check-out functionality explained later in the document.
a. Open My Computer or Windows Explorer, browse to the locations below and right click and create new folder. Give
the folder the name Customers.
Windows 7 (64 bit)
C:\Program Files(x86)\Alfa Laval\NACE\CCM\Data

XP and Windows(32 bit)
C:\Program Files\Alfa Laval\ NACE\CCM\Data
b. Right click again and create new folder. Give the folder the name Fluids.

page 9/23

5. Settings in Internet Explorer for drawings to work correctly
a. Open Internet Explorer.
1. Go to Tools, Internet options.
2. Go to the Security Tab
3. On the Security tab, click Custom Level.
4. In the ActiveX controls and plug-ins section of the list, enable Automatic prompting for ActiveX controls..
5. Enable Allow previously unused Active X Controls and plug-ins to run without prompting. (Valid for IE7 and greater)
6. Click Apply
7. Go to the Advanced Tab
8. In the Security section, enable "Allow active content to run in files on My Computer"

6. Updating the Program
1. Select Start, Programs, CAS 5 NACE, Update NACE.

7. Opening the Program
1. Start CAS by selecting Start, Programs, NACE, CAS

page 10/23

************If you are using Windows 7, you will need to right click the first time you start CAS and select Run
as Admin. If you fail to run as admin the drop down boxes will not be populated with options and you will be
unable to save your personal settings.

If you are a first time user, you will be presented with the following dialogue. Follow step 8 to install the crypkey.

8. Installation of Crypkey
NOTE!! You need to be connected to Internet to complete the registration and also have a user ID
and password for the Alfa Laval extranet (e-business site)

1. Copy the site code by marking it and then right click and select copy. Do not use the site code in the example below,
your site code will be different.

page 11/23

2. Click on the Click here in step 2.
.

3. This link points to the Alfa Laval Extranet login page (https://ebiz.alfalaval.com)

4. You will need to enter your User ID and Password for the AL extranet and then click on the
button to login. Remember that your Password is Case specific. Press the >>button to login

4. When logged on to the extranet click on Tools or Sales Tools in the menu. Scroll down to Crykey, and click Go To
Application.

page 12/23

7. Paste the site code that you copied in step1 into the field that says Site Code and your email and then press Get Key

9. Right click the Key and select Copy.

10. Return to the CAS application and enter the site key into the Site Key field like the example below and press OK to
continue.

page 13/23

below.

1. Entering Personal Settings
1. Enter Surname =Last Name
2. Enter Given Name(s) =First Name
3. Enter E-mail =Email Address
4. Start Product Range =Default for most common product design
5. Start Product =Default for most common product
6. Start Application =Default for most common application.
7. Beside CCM Customer Path, Browse to the folder named Customer created in step 4, this data should be added to
your back-up process.
8. Beside Personal and Shared Fluids, browse to the folder named Fluid created in step 4, this data should be added
to your back-up process.
9. Set Currency
10. Set Language

page 14/23

2. Setting Units and Flow
1. Select Settings, Units, and select the desired units of measure.

2. Select Settings, Flow and selected the desired units, please note for 2 phase applications, you cannot select
volumetric flow.

page 15/23

3. Create a Customer
1. Click on Customer Icon.

2. Right Click on the path created earlier for Customer and select new customer. Enter the customers name and click
ok.

3. Enter as much information as you desire for you customer, only the Company is required, but you may find the Site
field useful for a customer in two different locations.
4. Scroll to bottom of page and click ok.

4. Create a Project
1. Right click on New Customer, and select New Project

page 16/23

5. Create an Item, Duty Design, Mech Config, Pricing, Drawing
1. Click on Duty Design
2. Go to Mechanical Configuration
3. View Pricing and Enter discount as needed
4. Generate Drawing Be sure to use the print functionality within the drawing viewer, do not select File, print or the
darwing will be skewed. In addition, you may find it useful to install a pdf viewer such as cutepdf to create a pdf file
to send to the customer.
5. For further details and instruction for creating a design contact your Alfa Laval Sales Company for assistance.

page 17/23

6. Create a Technical Specification
1. Setting Output Path
Finally, when you create your first 1 phase and first 2 phase design, you will need to set the template path.

Create your item and the print outputs by selecting File - >Print

page 18/23

You will then need to select the browse button beside Layout and select the correct layout.

***If you have a Windows 7 machine (64 bit) machine, you need to substitute Program Files (x86) in place of Program
Files below.

Equipment

C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment

Personal Output Specification Radial Button
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\US Internal Spec.lay

Customer Technical Specification Radial Button
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\US Customer Spec.lay

If ARI Unit
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\ARI Customer Spec.lay

If you are printing multiple units, you should print from the 'spreadsheet' view and use one of the layouts below.

C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\ARI Quote with Spec.lay
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\HVAC & IR Quote.lay
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\HVAC Quote with Spec.lay

CAS showing Spreadsheet view

page 19/23

Process

C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Process

Personal Output Specification Radial Button
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Process\US Internal Spec.lay
Customer Technical Specification Radial Button
1-phase
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Process\US PHE 1-phase Technical Specification.lay
2-phase
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Process\US PHE 2-phase Technical Specification.lay

Finally uncheck the selection 'Include drawing in printout'

If you are printing multiple units, you should print from the 'spreadsheet' view.

Process division has not created specifications for this view, but you can use the equipment quotes or a
general quotation file.

C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\ARI Quote with Spec.lay
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\HVAC & IR Quote.lay
C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\US\Equipment\HVAC Quote with Spec.lay

or

C:\Program Files\Alfa Laval\NACE\PHE\LAYOUT\Quotation PHE 1 & 2-phase Technical Specification.lay

page 20/23

7. Checking in a Project
1. Save and close all drawings and Technical Specifications.
2. Save the Item and return to the spreadsheet view.
3. Note that within CCM there is an open lock beside your project. This means the design is checked out.
4. From the spreadsheet view, click on the Check-In button to return all of the files to CCM (This saves the files in the
Customer folder you created earlier and set as the customer path in the settings folder)

Appendix A If drawings do not work with Autodesk 6.5, the you should install
Autodesk Design Review
Windows 7 and 8:
You need to download and install Autodesk Design Review 2013 since DWF viewer 6.5 is not supported on
Windows 7 or Windows 8.
If you have installed 6.5 please uninstall and reboot.
Then download Design Review from the Autodesk site using the link below:
http://download.autodesk.com/esd/dlm/designreview/2013/enu/SetupDesignReview2013_bundle.exe
Be sure to select the browser add on - this is not part of the default installation.
Extract and install.

Select download Now and save to your desktop or other location, but remember where you saved it.

page 21/23

You can track the download speed

When download is finished, launch

Select Setup

page 22/23

It extracts the program.

Click the install button

Accept the agreement and click next.

page 23/23

This is the important change from the default installation, you must select
Autodesk Design Review Browser Add-on and then click install.!!!

NACE Installation Instructions PDF

Cargado por

Información del documento

Título original

Derechos de autor

Formatos disponibles

Compartir este documento

Compartir o incrustar documentos

Opciones para compartir

¿Le pareció útil este documento?

¿Este contenido es inapropiado?

Copyright:

Formatos disponibles

NACE Installation Instructions PDF

Cargado por

Copyright:

Formatos disponibles

NACE Installation

También podría gustarte