Callidus quickstart. Introduction. Program Download and installation

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2 Callidus quickstart Introduction Thank you for choosing the Callidus planning system. We are sure that in a short period of time you will find the product becomes a valuable tool within your organization. This document is designed to help you get started and will help avoid the more common problems that may occur whilst getting started. Comprehensive information is available from the on-line help and optional printed documentation. The installation of Callidus is very simple but please read this booklet through and follow the instructions so that everything is correctly configured for your company. Program Download and installation After processing your order an will be sent to you containing a link that will log you into the website from where you can download the installation program click on the link and you will log into our website as below Callidus quick start guide Callidus quickstart 1

3 If for any reason the link does not work, log on to the home page, select user section from the menu and then manually enter your user code into the log-in section You should now see the user section page as below As a new user we recommend the official release. As we develop the program new features are made available for users who wish to try them out in their daily work. This development program is called the betarelease program and you can download and use this if you prefer Whichever program you choose, download/install it from the site and follow the installation program instructions Copy protection key As a registered user, you will be supplied with a copy protection key which must be present whilst Callidus is running. there are two types of key, either a USB port (DK3) or a parallel port (DK12) device. (Note the DK12 may be either red or blue) Installing the DK3 key Do not install plug in the DK3 key until the Callidus installation program has been downloaded and installed. During the installation program you will be given the choice of deskey driver you should choose the DK3 option and then follow the installation instructions

4 once the drivers have been setup complete the installation. Now that Callidus has been installed, insert the DK3 key into the USB port and Windows will recognize a new hardware device and ask do you want to install the driver for the devise? Answer yes and Windows should now find and install the DK3 driver. If you did install the key before installing Callidus software, simply remove it, then reinsert it to force windows to confirm the new DK3 devise is working. Installing the DK12 Key The DK12 parallel port key is not plug and play so just install the driver and Callidus will find the key when you start the program select the DK12 driver during installation Deskey drivers Installing PDF995 Although, the appropriate drivers for the key are included in the Callidus setup-program, they can be also obtained from We have integrated the PDF995 Acrobat driver into Callidus allowing the program to generate PDF versions of any report and send these as attachments. Install this program by visiting the website Callidus quick start guide Callidus quickstart 3

5 The PDF995 program is either free (with adverts) or $9.95 (hence the name PDF995). Running Callidus After installation you ll see an icon for the Callidus program on your desktop Double click on the icon and the program will launch

6 User codes The user and module release codes Setting the codes There are two codes supplied on your 1. The user code identifies you as a registered user of Callidus 2. The module release code unlocks the modules you have purchased and also puts a time constraint for users licensing Callidus on a rental basis If you look back at the you received from Oakleaf Software you will see that you are given these two codes as in the example below. To set the codes launch Callidus and from the File menu select Settings to activate the following dialog box Callidus quick start guide User codes 5

7 Click on the user codes button in the bottom right corner Take the values from your , enter them into this dialog box and press OK. We recommend you use Copy and Paste to save time and avoid typos Rental control Once the codes are entered please confirm that the purchased modules and any rental time control are correctly set. If you have any problems as this point - please contact Oakleaf Software using the return address on the . Users working with Callidus on a rental basis will receive a new module release code each time a payment is made to Oakleaf Software. This new code should be entered into Callidus to extend the time period for which the program will run.

8 Setting up the digitizer board The digitizer board If you are not using Callidus with a digitizer board please skip this section The digitizer is the method by which paper scale drawings are entered into Callidus Unpack the board and plug it into the computer s serial port. No serial port? If your computer has no serial port then you will need to install a USB to serial port converter. Several manufacturers produce these devices each with their own installation instructions. Once installed your machine should have an active serial port which can be used by Callidus Callidus cannot use COM ports higher than 4 so make sure that the USB device configures the port as either 1,2,3,4 Configuring your digitizer to run with Callidus Information about configuring the digitizer board is contained within the on-line help. Callidus quick start guide Setting up the digitizer board 7

9 look in the contents section for Digitizer boards, find your board and you should see the configuration installation for your device Setting the COM port It is important to ensure that Callidus is looking for the board using the COM port that the board is plugged in to. To assist with this select the command File:Digitizer finder. Callidus now listens on all available COM ports, click a button on the puck and the appropriate port should be selected.

10 Configuring Callidus for your company Company and local settings Callidus is a general program for use by all flooring companies and so you have various options that help personalize the program for your company and your country. From Callidus select the File:Settings dialog box Heading for Printed output Enter your company details into this field and they will appear on all printed reports Output units Choose if you require Callidus values in metric or imperial units. If you select Square Yards you can force individual materials to use Square Feet. So in plans when tile and sheet product are mixed the results can be yards for the sheet and feet for the tile products. Callidus quick start guide Configuring Callidus for your company 9

11 area measurements linear measurement Metric square metres Metres Square Yards square yards feet and inches Square feet square feet feet and inches Entering imperial and metric measurements Measurements entered as simple numbers e.g. 6 or 3.1 are assumed to be in meters. Use the form 6 6 to enter an imperial measurement. Snap to nearest inch When displaying imperial units you may not want too much accuracy. Turn this on from File:Settings and all linear measurements are rounded up to the nearest inch. This only effects the display of numbers and not their underlying accuracy 3 decimal places From File: settings set the level of accuracy on the printed output Waste as % of Although the total amount of waste is fixed, the actual % displayed depends on whether it is measured as a proportion of the net area or total gross area. While in the UK the waste is normally expressed as a percentage of the net floor area, in the USA it s a percentage of the gross quantity. So, even though the amount of carpet remains the same in both countries - in the USA the waste factor will be lower than in the UK!

12 Getting started with Callidus Floor Coverings At this point Callidus should be installed, the digitizer working and the program configured for use by your company in your local units. So it s time to start using Callidus for floorcovering calculations. Callidus is a fully featured system for contract floor coverings. Using the system you can quickly determine values for net, gross and waste area along with a wide range of other data required for accurate planning. All installations need planning to some degree. Whether it s a 3-bedroom house or a complete hotel, Callidus will become a valuable tool enabling you to try different layouts without having to spend any time on the manual calculations. High quality reports convey the planning information to both clients and fitters helping to gain more business and avoid expensive on-site errors. An approach to efficient and safe planning Before you begin using Callidus for real installations consider some principals of planning floor coverings To ensure an error free process from planning, through ordering and on to the final installation there are a few basic but essential points to be clear about. These are true whether you are using Callidus or working manually. Don t plan in isolation from your installers it is essential that you are both using the same methods for allocating the rolls/tiles into the floor space. Good communication will help eliminate potentially costly problems later on. Make sure the drawings are accurate Check site measurements against the source drawing to ensure they are accurate as even small differences can have a large effect on the a gross quantity, especially with larger pattern repeats. For example, consider planning in a 1 repeat in a room that, on the drawing, is just under 12 long in this case very little material is need for matching. But if in reality it is just over 12 long then an extra 1 will be needed for each cut to achieve a match. If there is a large number of these cuts the difference in carpet can be quite significant and you may run out on site. Make sure the material is installed the same way as planned/estimated. Planning a material in two different directions normally results in two different gross areas. If the material is not installed in the same direction as planned you will risk running out on site check all pile directions and seam positions on the installation and Callidus plans. You may find very efficient ways of using material but the installers must follow the plans to achieve this level. Callidus quick start guide Getting started with Callidus 11

13 Using Callidus Make sure every area is included Sometimes, adding another very small room may require a disproportionately large piece of carpet. Also, when it comes to installation make sure the number of rooms has not changed in the interim period. Make sure you include tolerances and pattern repeats Allow enough installation tolerance for trimming on site. If there is a pattern repeat, make sure you understand the different ways of pattern-matching. More important, make sure your installers work in the same way. Can you use waste from tiles? If any waste from tiles is thrown away on site, don t assume it can be used during the planning stages. Check the quantities Check the amount ordered and delivered to site is at least the gross quantity calculated Callidus is extremely easy to use once you understand the basic principals and the best way to learn these principals is to work through some simple exercises after which the principals can be applied to more complex installations. IMPORTANT Callidus knows nothing about what your customer wants, it doesn t care which pile direction you run the carpet, tell it do something (or forget to tell it not to do something) and it will follow your instructions. The program is deliberately designed this way to give you great planning/estimating freedom but the key is to make sure you understand the materials you are using and approach the job just as you would if you were working manually. Be clear about layout and installation requirements and don t assume that Callidus knows what you are trying to achieve. Understanding the basics Callidus is structured around a floor-plan, materials and rooms as indicated below.

14 On-line help Extensive documentation is available directly from Callidus by selecting the command Help then the sub-command Help system On the left of the help system are two sections contents and search Under contents you can look up aspects of the program and find the page you want manually Under search you can type in any word(s) and find all references within the help system For example, suppose you want to learn about working off an AutoCAD drawing. Click on search, type in AutoCAD and press list topics. All references are displayed and you can pick the one that looks most helpful. The index tab is also used to quickly find subjects within the documentation. Callidus quick start guide Getting started with Callidus 13

15 Printing help topics If you would prefer a hard copy of a particular topic, right click on the required entry in the contents list and select Print To get the entire topic and subtopics select the second option (see blow) and press OK.

16 Training videos It is often much easier to learn by example so we have produced a set of on-line videos to help show how to the program is used. From the Callidus toolbar press the w icon to visit the video library webpage and watch the films. These films are also referenced within the on-line help system Additional training And finally Although the on-line help and printed documentation are designed for self-training, your local agent can arrange personal training either on-site or via the web For information about contacting your nearest Callidus agent please visit our website Callidus is a very powerful system capable of handling many complex tasks within the floor covering industry. If you have any questions that cannot be answered from the documentation or training films please do feel free to send an to your agent who will be happy to assist during your learning phase. If you have any ideas for new features or ways in which the program could be improved please do let us know. Ultimately, we hope you enjoy using Callidus and find it a helpful assistant with your floor planning requirements. Good luck and have fun! Oakleaf Software Callidus quick start guide Getting started with Callidus 15