Sharing Catalogs on a Network/Server Drive
Placing catalogs/jobs on a network drive will allow multiple people on your team to work on a job simultaneously. This will save your team the trouble of having to export and send a job to another user each time a change is made.
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It is important to note the difference between a network/server drive, and a cloud drive such as Google Drive or Dropbox. Placing catalogs on Google Drive or Dropbox will not allow multiple users to work on the same job simultaneously. The following process will only work if catalogs are placed onto a network/server drive.
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Step 1 - Locating database filesLocate your Master.mdb & Hardware2.mdb files.
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Unless you performed a fresh install of WinBidPro as of version 15.10 or later, your Master.mdb and Hardware2.mdb files will be in your WinBidPro Installation folder in your local drive’s main directory.
If you have performed a fresh install of WinBidPro version 15.10 or later, your WinBidPro folder will be in User > Documents > WinBidPro
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Step 2 - Creating a folder on your network driveCreate a new folder on your network drive. For this example we’ll name it “WinBidPro Catalogs”.
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Step 3 - Copying database files onto your network driveCopy Master.mdb and Hardware2.mdb into the folder you created on your network drive.
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Step 4 - Setting location of Master.mdbIn WinBidPro, you will need to set the new location of your Master.mdb file.
- Click
System Defaults
in the menu on the left - In the System Defaults window, click
Set Location of Master.mdb
- Locate and choose Master.mdb in your new folder on your network drive.
Doing this tells WinBidpro to download new catalogs into the folder that your Master.mdb file is in. Now, any time you use the Get More Catalogs
feature, they will automatically be downloaded into the folder that your Master.mdb file is in.
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Step 5 - Moving catalogs onto your network driveIf you want to share catalogs or jobs that have already been used or are currently being used, copy them from the WinBidPro folder on your local drive onto the new folder on your network drive.
- Locate the vendor catalogs in the WinBidPro folder on your local drive. (They will be in the same folder that your Master.mdb and Hardware2.mdb files were originally located).
- Copy your catalogs and paste them into the new folder on your network drive. For this example we will copy over the Oldcastle catalog.
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Step 6 - Setting location of catalogsIn WinBidPro, we now need to set the new location of the catalogs on the network drive.
- Click
Vendors
in the menu on the left - Click
Add Existing Catalog
and choose the .mdb file of whichever catalog you are adding.
Now we can see the file location for the Oldcastle catalog is set to the network drive.
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Step 7 - Sharing catalogsThe final step is to let WinBidPro know which catalogs will be shared. To do this, click the catalog that you will be sharing, then click Share Catalog
. We can now see that the box in the “Shared” column is highlighted.
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The other users who will be sharing the catalogs will have to set the location of the Master.mdb file to the network drive, and add the catalogs from the network drive as well. Refer to steps 4-7.