New User Orientation
Seth Enos
Client Services
• Materials for this session are available at:
http://www.d-tools.us/showthread.php?t=1497
Reed Phillips
• Put Phones on Mute – NOT on hold
• Hold questions until end or asked
• Let me know if you have trouble seeing or
hearing
• Collapse the GTM interface
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Welcome
 Design
 Propose
 Close…Repeat
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Versions
Professional – All of the other version functions plus the ability to customize
reports. Professional also includes LANSync and a Business Manager license.
Standard – Text functionality plus full drawing capabilities
Text – Proposals. No drawing capabilities
Product Comparison Chart: http://www.d-tools.com/site/downloads/Product&Product0906.pdf
SI 5 Trial Version is a fully functional seat of Standard and it is
a Stand-Alone install (rather than a server based install)
http://www.dtools.com/SI5/Registration/TrialSoftwareRegistration/Default.aspx?prod=SI5Trial&referer=dtools_website_homepage
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3rd Party Software
In order to take advantage of the drawing functionality of SI 5, you will need to
have Microsoft Visio and/or AutoCAD loaded on your machine
Version compatibility:
Visio – 2003 and 2007
AutoCAD – Full version 2006 or 2007
These installs are NOT included with the Trial download of SI 5
Downloadable trial of Visio 2007 can be found here:
http://us20.trymicrosoftoffice.com/product.aspx?re_ms=oo&family=visioprofessional&culture=en-US
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Installing Trial
Before installing SI 5, please download and read the Start Here doc and the
SI 5 Installation and Administration Guide:
http://downloads.d-tools.com/si5/documents/training/Start_Here.pdf
http://downloads.d-tools.com/si5/documents/training/SI_5_Installation_and_Administration_Guide.pdf
Skip any section that involves “installing the server components”. The
sections that apply to Trial are the “desktop components”
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User’s Guide
The functionality of SI 5 is detailed in the SI 5 User Guide:
http://downloads.d-tools.com/si5/documents/training/SI_5_User_Guide.pdf
We strongly encourage that you read the Pre-implementation
section of this guide
Help Videos are embedded in the doc anywhere you see a
A full listing of available videos is here:
http://downloads.d-tools.com/si5/documents/training/SI_5_Help_Videos.pdf
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Forum
The D-Tools Forum is an excellent resource for any additional
questions or issues that you may have:
http://www.d-tools.us/
There is a special location for support
for Trial Users
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Tutorial
The SI 5 Tutorial is intended to give you a basic understanding of
the flow of a project from start to finish. The document is available
here:
http://downloads.d-tools.com/si5/documents/training/SI_5_Tutorial.pdf
The project file for the Tutorial is available here:
http://www.d-tools.com/site/downloads/Projects.zip
Use the “Import a project” function to access the file
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Training
DTU – regional training held yearly, two tracks: Beginner and Advanced,
three day event
MIT (Media Interactive Training) – web-based, one to many scenario,
yearly subscription
Personal Web Series – web-based, one to one scenario, block of time
Onsite
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