Installation Guide - CCC Information Services

CCC ONE® Total Claims Solution
New Install and Set Up Reference Guide
version 1.6.4 and above
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Table of Contents
............................................................................................................................................. 1
Before you begin .............................................................................................................. 3
Plan your install .................................................................................................................. 4
Start the install.................................................................................................................... 6
Launch the CCC ONE Install Wizard .............................................................................. 7
Install CCC ONE on other network computers (optional) ........................................ 13
Log into CCC ONE .......................................................................................................... 14
Run the First Time Use Wizard......................................................................................... 15
Set up Profile Defaults .................................................................................................... 16
Set up Alternate Parts and Recycled Suppliers ......................................................... 17
Set up EMS Import and Export....................................................................................... 19
Safely store the CCC ONE USB Flash Drive.................................................................. 21
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
2
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Before you begin
Before you
begin
This document describes the steps necessary to do a new install of
CCC ONE® Total Claims Solution.
Open the CCC ONE package and make sure you have the following
items.
Mailer and CCC ONE USB Flash Drive.
Estimated time to complete CCC ONE installation:
55 minutes.
(The installation may take longer depending on the computer hardware and users
you have to set up.)
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
3
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Plan your install
Planning your
install
For optimal performance of CCC ONE, you should complete the
following tasks before installing the program.
Estimated time:
5 minutes
Step
1
Action
Make sure your primary computer is always turned on,
connected to the Internet, and not set to go in to
hibernation mode.
Verify that you have a local account with administrator
permissions.
CCC ONE Update Manager requires this to keep your
software up-to-date by automatically downloading data
and program updates over the Internet.
2
Complete these steps on all computers you will install CCC
ONE Estimating.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
4
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Plan your install, Continued
Planning your
install,
continued
Step
Action
3
To successfully install CCC ONE, you will need to log into
Microsoft® Windows® using a local account administrator
user name and password. If you do not have this
information, contact your Computer Systems Administrator.
If your Windows local administrator account is not
configured with a password, you can:
a. Create a separate Windows local administrator account
containing a password
b. Add a password to your existing Windows local
administrator account
As a result, it is recommended to specify an account for
which the password does not expire.
To update user account settings or create new accounts,
navigate to:
• Windows Vista, Windows 7 - Start > Control Panel >
User Accounts
• Windows 8, 8.1 - Start > Apps > PC Settings >
Accounts
•
Windows 10 – Start > Settings > Accounts
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
5
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Start the install
Starting the
install
Insert the CCC ONE USB Flash Drive into an open USB port.
The CCC ONE Welcome screen will open.
Estimated time:
1 minute
NOTE: If the CCC ONE Welcome screen does not automatically
open, type d:\setup.exe in the Search field. If your USB port is
assigned a letter other than d: use that letter.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
6
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Launch the CCC ONE Install Wizard
Launching
the CCC
ONE Install
Wizard
From the Welcome to CCC ONE® screen, follow the prompts and
answer the questions throughout the installation program to install
CCC ONE Update Manager and CCC ONE Program, Data, and
Graphics.
Estimated time:
20 minutes, depending on the computer
hardware, and the Internet connection.
1. The Product Information
screen lists important
reminders about installing
CCC ONE.
Carefully read the information
and click Next when you are
ready to continue.
2. If you are installing CCC ONE
on your primary computer,
click No on the Confirm Prior
Installation screen.
Then click Next to continue.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
7
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
3. Use the Confirm Installation
Category screen to tell the
Setup Wizard how you will use
CCC ONE on this computer.
Typically, both CCC ONE and
CCC ONE Update Manager
are installed on the same
computer as a stand-alone.
However, if you are going to
use this computer to
download updates only, just
install CCC ONE Update
Manager.
4. Read the requirements listed
on this screen. If you need to
prepare your computer
before continuing with the
installation, click the Cancel
button.
Otherwise, click the Next
button.
5. The Update Manager
Location screen lets you
choose a folder on your
computer’s local hard drive
where CCC ONE Update
Manager will be installed.
NOTE: CCC ONE Update
Manager must be installed on
only one computer at your
location.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
8
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
6. Next, select the time of day to
check for updates and install
them using the Daily Update
Schedule screen.
Select a time outside of your
normal working hours for best
results, and then click Next.
NOTE: Your computer must be
turned on, connected to the
Internet, and not set to go into
Hibernation mode for the Daily
Update to work.
You do not have to be logged
out of CCC ONE Estimating for
CCC ONE Update Manager to
properly download and install
updates.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
9
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
7. CCC ONE Update Manager
requires a password
protected Windows
administrator local account
to complete installation.
If your Windows Administrator
local account is not configured
with a password, you can:
a. Create a separate Windows
administrator local account
containing a password
b. Add a password to your
existing Windows
administrator local account
In order to download and install
updates, CCC ONE Update
Manager must always be
configured with the latest
password for the Windows local
account specified.
As a result, it is recommended to
specify an account for which
the password does not expire.
To update user account settings:
 For Windows Vista, Windows 7 - Start > Control Panel > User
Accounts
 For Windows 8, 8.1 - Start > Apps > PC Settings > Accounts
 Windows 10 - Start > Settings > Accounts
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
10
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
8. The CCC ONE program will be
installed to the CCC ONE
Destination Folder. Click Next.
NOTE: The CCC ONE program
must be installed on a local hard
drive, not a network drive.
9. Click the Install button on the
Ready to Install screen to
begin the installation.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
11
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Launch the CCC ONE Install Wizard, Continued
Launching the
CCC ONE
Install Wizard,
continued
10. As the Setup Wizard installs the
various components of CCC
ONE, the Installing
Components screen displays
the progress of the installation
process.
NOTE: Do not allow your
computer to go into Hibernation
mode as this will stop the
installation process.
11. The Installation Complete
screen displays a Summary of
the instructions for installing
CCC ONE on other network
computers.
NOTE: Click the Print button to
print a Summary of this installation
to assist you when installing CCC
ONE on other network
computers.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
12
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Install CCC ONE on other network computers (optional)
Installing
CCC ONE on
other network
computers
This step is only necessary if you are installing CCC ONE on other
computers on the same network. Use the installation Summary that
you printed after installing CCC ONE on your primary computer as a
guide for your next installation.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
13
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Log into CCC ONE
Logging into
CCC ONE
1. Open CCC ONE by double-clicking the icon on your Microsoft®
Windows® desktop. The CCC ONE Welcome screen opens.
2. Enter your user name and password. Your CCC Implementation
Team will provide these to you.
3. Click the Login button.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
14
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Run the First Time Use Wizard
Running the
First Time Use
Wizard
After you first log into CCC ONE, the first-time use wizard will run to
help you set your user information and your communications
preferences. In addition, if you currently use CCC Pathways, the firsttime use wizard will convert and import your workfiles, most profile
information, and other data into CCC ONE.
You will be able to set preferences such as labor prompts, rates, and
other estimate options.
Estimated time:
15 minutes
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
15
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Set up Profile Defaults
Setting up
profile
defaults
You must set up the following profile options before creating workfiles.
Some of these settings may already be preconfigured depending on
the insurance company guidelines.
Estimated time:
5 minutes
1. Select Configuration, then
Profiles, and select Edit for your
claim office profile.
2. Click on the Parts link under
Rates. Check the part categories
to apply tax.
3. Click on the Refinish link under
Rules. Enter the refinish materials
thresholds for each paint type.
4. Click on the Total Loss Threshold
link under Rules and click Edit.
Enter the total loss percentage
values for Standard and Older
Models. Click OK.
5. Select Save or Save and Close to
save your changes.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
16
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Set up Alternate Parts and Recycled Suppliers
Setting up
Alternate
and Recycled
Parts suppliers
On your primary computer, set up your Aftermarket, Optional
OEM, Reconditioned, and Recycled Suppliers to make sure you
have the most current Alternate Parts data.
Estimated time:
Select
suppliers
5 minutes
1. Select Settings in the Configuration panel, then click on the Parts
link. Select preferences for Alternate and Recycled parts.
2. Select Suppliers in the
Configuration panel. Select
the part type options in the
left panel. From there click
New Supplier.
3. Select one of the search
criteria options , then click
Search.
Continued on next page
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
17
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Set up Alternate Parts and Recycled Suppliers, Continued
Select
suppliers,
continued
4. Select the part types and suppliers from the list, then click Next,
then Finish.
NOTE: Depending on the Aftermarket Parts preference setting, you
will only be able to add, edit, or delete recycled suppliers if you
selected the YES option in Step 1.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
18
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Set up EMS Import and Export
Setting up
EMS
You will have to set up the EMS import and export directory
information in CCC ONE. This will allow you to import workfiles,
assignment files and EMS files and to export workfiles and EMS
estimate data.
Estimated time:
EMS export
preferences,
export and
import
settings
5 minutes
1. Select Configuration, then
Settings.
2. Click on EMS Rules under
Import/Export in the left
panel, and then select
EMS export rule options.
3. Click on File Export, then
click Add.
4. Browse to the export
directory, then select the
type of export from the
Export Type droplist and
click OK.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
19
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Set up EMS Import and Export, Continued
EMS export
preferences,
export and
import
settings,
continued
5. Click on File Import, then
click Add.
6. Browse to the import
directory and click OK
NOTE: You will need to close
and then log back into CCC
ONE for these changes to
take effect.
IMPORTANT! You must set up your CCC ONE File Import and Export
directories on all the computers where you installed CCC ONE.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
20
CCC ONE® Total Claims Solution version 1.6.4 and above – Install and Set Up Reference Guide
Safely store the CCC ONE USB Flash Drive
Once complete, remove your CCC ONE USB Flash Drive and store it
safely. That’s it! You are now ready to set up CCC ONE.
IMPORTANT! About once a month, check the computer where you
have installed CCC ONE Update Manager for any messages on the
screen.
After downloading and installing certain updates, CCC ONE Update
Manager may ask you to restart the computer. If you do not restart
the computer, your CCC ONE program may not work correctly.
If you need help, call the dedicated CCC ONE Technical Support
team at 800-637-8511.
©2016 CCC Information Services Inc. All rights reserved.
CCC ONE and the CCC ONE logo are trademarks of CCC Information Services Inc.
Updated 08/08/2016
21