Sales Builder For Windows (SBW) TM
Version 18.0
Installation Guide
For
Channel Partners & External Users
Updated September 2009
SBW TM Installation Guide for Channel Partners & External Users
September 2009
©Copyright 2009 Hewlett-Packard Development Company, L.P.
The information contained herein is subject to change without notice. The only
warranties for HP products and services are set forth in the express warranty statements
accompanying such products and services. Nothing herein should be construed as
constituting an additional warranty.
HP shall not be liable for technical or editorial errors or omissions contained herein.
This is an HP copyrighted work that may not be reproduced without the written
permission of HP. You may not use these materials to deliver training to any person
outside of your organization without the written permission of HP.
Acrobat ® and PostScript ® are trademarks of Adobe Systems Incorporated.
Microsoft ® is a U.S. registered trademarks of Microsoft Corporation.
Printed in the U.S.A
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SBW TM Installation Guide for Channel Partners & External Users
September 2009
TABLE OF CONTENTS
Section 1:
Section 2:
Section 3:
Section 4:
Section 5:
System Requirements ..................................................................................... 4
Express SBW Installation Instructions ........................................................... 5
Detailed Installation of SBW for Windows TM ................................................ 7
Reference guides .......................................................................................... 17
Technical Assistance .................................................................................... 19
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Section 1: System Requirements
Hardware
Minimum
800 MHz 32-bit (x86)
1 GB (XP), 3GB (Vista)
Recommended
1 GHz 32-bit (x86)
2 GB (XP), 3 GB (Vista)
1.5 GB
Access to Internet via modem or network connection.
Required to download file updates.
Processor
Memory
Hard disk space
Connectivity
Operating System
Comments
TM
Microsoft Windows XP
Microsoft Windows Vista
32-bit only, 64-bit OS is not officially supported
TM *
Microsoft Windows 7
Not officially supported in R18
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Section 2: Express SBW Installation Instructions
Warning: SBW R18 requires Microsoft’s .NET 3.5 SP1 to run. In order to check if
.NET3.5 SP1 is installed on your system, please download, unzip and run this small
application.
If the application tells you that .Net 3/5 SP1 is installed, please proceed below,
If the application tells you that .Net 3/5 SP1 is not installed, please go to .NET3.5SP1 and
install the “Full” package. Open the screen shot below for specific location of the
download file on the Microsoft .NET page. SBW will not install without .NET 3.5 SP1.
Microsoft dot net.jpg
Before Installing SBW for Windows TM
Shut down SBW and Update Manager
 Install Microsoft .NET 3.5 SP1 (see above)
 Exit SBW – Configurator and Quoter
 Save Proxy settings, if applicable
Right click on Update Manager icon and
select Preferences
Click on Update Manager Options tab on pop-up
window
copy Proxy server and Proxy port settings for
later use.
Click Cancel to exit preferences window
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SBW TM Installation Guide for Channel Partners & External Users

September 2009
Exit Update Manager by right clicking on the icon bar and selecting exit
Right Click
Then Exit
Install SBW for Windows TM
 Logon to your Partner Portal and navigate to SBW R18 on the menu
located on the left side of the page
 Scroll down and select SBW 18.0 Download: to initiate the installation
 Save the file to your disk (make a note of the saved location)
 After saving, double-click on the file you saved:
o SBWQB.exe (Configurator and Quoter version)
 Click “OK” when temporary installation files screen appears: (It’s
recommended you keep the default location)
 Users with SBW previous version installed: A warning message indicating
that an upgrade will perform, click “Yes”
 In the Installation Wizard, ensure you have R18P0B0 or higher, ensure
“retain current user data” is selected, and click “Next”
 Read and accept the License Agreement and click “Next”
 Enter your Partner Portal Credentials and click “Next”:
o Username
o Password
o Region
o KB Type
 Add your email address in both fields and click “Next”
 Select the User Interface of your choice and click “Install”:
o Advanced UI (default)
o Simple UI
 Ensure the “check for updates now” is selected and click “Finish” when
installation is complete
 Update Manager will open automatically
(Note: Update Manager is required for the complete SBW R18 package, including
application updates such as problem resolutions and performance enhancements)
 In the “Ready to check for updates” screen, click “Next”
 After the system check for updates, you will be presented with numerous
updates.
 Select all and click “Download”
 After the download and installation of the KB and other files, a screen will
appear with a message “Welcome to the Update wizard for SBWQB
18.0”. Click “Next”
 After receiving message “Software update successfully installed”, click
“Close”
 When the installation complete window appears, click “Close” again
You can then start SBW by selecting Start > Programs > HP Business Tools > SBW
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Section 3: Detailed Installation of SBW for Windows TM
Warning: SBW R18 requires Microsoft’s .NET 3.5 SP1 to run. In order to check if
.NET3.5 SP1 is installed on your system, please download, unzip and run this small
application.
If the application tells you that .Net 3/5 SP1 is installed, please proceed below,
If the application tells you that .Net 3/5 SP1 is not installed, please go to .NET3.5SP1 and
install the “Full” package. Open the screen shot below for specific location of the
download file on the Microsoft .NET page. SBW will not install without .NET 3.5 SP1.
Microsoft dot net.jpg
Install SBW for Windows TM
Login & User Registration
 Request login and register through your regional portal such as PWEB, COL, APPOL
 Navigate to SBW18.0 and continue with the steps below:
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SBW Installation
 You will be prompted to an installation page (see below): Download SBW 18.0
(SBW 18.0 Download or SBW 18.0 Recoverable Download)



Save the downloaded file to your hard drive (note location stored)
o File name: configurator and quoter (SBWQB.exe)
Open the downloaded file by double-clicking on it. You’ll be asked to define the
location where you’d like to save the temporary installation files.
NOTE: It is strongly recommended that you choose the default location suggested by
the application install. Click “Next” to continue
Users with SBW previous version installed: A warning message indicating that an
upgrade will perform, click “Yes”
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
After downloading and launching the application installation package you will be
guided through the following prompts, ensure the “retain current user data’ is
selected for those users who have had a previous version of SBW installed, and click
“Next”

Read and accept the terms of the license agreement and click “Next”
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
Enter the following information based on your Partner Portal credentials:
o Username
o Password
o Region
Note that the “Americas” selection for region covers North America.
For Latin America, choose the LAR entry.
o KB Type
Full KB – Only choose this option if you know you need to support
Visio exports and/or solution templates. This full KB is
approximately 50MB in size and will take longer to download. You
can always change this selection at a later date.
LoCal KB – (Recommended) This KB does not include Visio
stencils or solution templates, and is only 30MB in size. Use this KB
unless you know you need the contents of the full KB. You can
always change this selection at a later date.
After entering the information in the wizard as shown below, click
“Next”

Enter your email address. This step is highly recommended and will only be used by
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the HP SBW Support Team to notify you of any upgrades and urgent support issues:

Choose between the Advanced UI and the Simple UI. If you are unsure which is
right for you, accept the default. You can always switch to the other UI type at a
later date. Click “Next”
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
The Install shield will now install the application

When the application finishes the installation, ensure the “check for Updates now” is
selected, and click “Finish”
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
Update Manager will start immediately after you click on Finish. You need to go
through the process of downloading your data files before you can run SBW. Do not
close this dialog. Click Next.

The next step (see image below) may take up to several minutes. Please be patient.
The Update Manager has to work through the versions of all the data files needed on
your system. Once it has a compiled a list of available updates, you will be
presented with the list.
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
The list of available data file updates will be presented to you. You must accept all
updates during this initial session. SBW will not function without these files. By
default, Update Manager will download and install all the files in one step. If you
prefer, you can uncheck the checkbox and install the data files as a separate step after
the download completes. Click on “Download”

Update manager will download and install all your data files. Depending on your
network performance, this may take some time. If the KB download is taking too
long, you may want to visit the Update Manager Best Practices section of this guide
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
After the download and installation of the KB and other files, a screen will appear
with a message “Welcome to the Update wizard for SBWQB 18.0”. Click “Next”

After receiving message “Software update successfully installed”, click “Close”
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When the installation complete window appears, click “Close” again
Start using Sales Builder for Windows TM
 You are now ready to run SBW by clicking on:
o Start  Programs  HP Business Tools.
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
All the user information entered during this installation process can be updated at a
later date by visiting the Update Manager preferences. Right click on the Update
manager icon in your system try and select Preferences:

In the preferences you can change the KB Type and User Credentials. Purchase
Agreement and Price Books can not be added or edited through this interface and are
used for informational purposes only. These data files are available and controlled by
the Partner Portal.
Note: It is imperative that you run SBW at least once from the start-up window before trying
to open a whiteboard.
Section 4: Reference guides
Manual Installation Process for SBW for Windows TM
The following instruction guide allows users to download the Price Books and
Knowledge Base files in case updates cannot be made via the Update Manager:
SBW External KB and
PB Manual Process.pdf
Update Manager Reference Guide and Best Practices:
Update Manager
External User and Best Practices Gu.pdf
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September 2009
SBW TM Installation Guide for Channel Partners & External Users
September 2009
Section 5: Technical Assistance
SBW for Windows TM is a configuration tool that makes the basic assumption that the
user will have base line technical knowledge of hardware solutions. If you need technical
support on product information please contact your regional HP representative for
assistance. If you are experiencing questions or concerns regarding the operation of
SBW for Windows TM there is technical assistance available around the globe by phone
and e-mail. If you need assistance, please contact the closest HP support contact to your
region or country.
Americas (US, Canada & Latin America)
Coverage hours: Monday to Friday (except holidays): 8 am to 8 pm. Eastern Time
North America (NA) Channel
e-mail: hpsbw@hp.com
Partners
Latin America (LA) Channel
e-mail: lapartner@hp.com
Partners
Country
Phone Number
Antillas Holandesas
011-800-786-1470
Argentina
0800-888-9474
Bahamas
1-800-786-1470
Barbados
1-800-786-1470
Bermudas
1-800-786-1470
Bolivia
800-10-0220
Brazil
0800-891-3827
Chile
1230-020-0739
Colombia
01-800-912-2222
Costa Rica
0-800-011-0817
Ecuador
1800-225-528 or +1-800-786-1470
El Salvador
800-6146
Guatemala
138-126
Honduras
800-0-123 or +1-800-786-1470
Islas Caymán
1-800-786-1470
Jamaica
1-800-786-1470
México
001-800-689-4690
Miami, USA
866-222-2743
Nicaragua
174 –or 1-800-0174 +1-800-786-1470
Panama
1-800-786-1470
Paraguay
008-11-800 or +1-800-786-1470
Perú
0800-51-910
Puerto Rico
800-786-1470 or 800-689-4690
República Dominicana
1-800-786-1470
Trinidad y Tobago
1-800-786-1470
Uruguay
000-411-009-6051
Venezuela
0800-1-00-2239
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Europe Middle East and Africa (EMEA)
Coverage hours: Monday to Friday 9 am to 6 pm. Central European Time
Language
Phone Number
Deutsch
+49 69 517 099 04 (Frankfurt)
English
+44 20 302 767 15 (London)
Español
+34 91 275 4988
(Madrid)
Francais
+33 15 732 3606
(Paris)
Italiano
+39 02 914 834 71 (Milan)
International (English)
+44 20 302 767 16 (London)
e-mail
IC.ToolsSupport@hp.com
Asia Pacific (AP)
Coverage Hours: Weekdays 3:30 am to 8:30 pm, Saturday: 3:30am to 1:00pm.
Singapore Time
Country/Area
Phone Number
Australia
1800-553-092
Hong Kong
800-96-2351
India
000-6517
Indonesia
001-803-65-7193
Korea
82-2-2199-0331- HP UX Server Workstation
82-2-2199-1856 – Alpha Storage
Malaysia
1800-80-1294
New Zealand
0800 440-038
Philippines
1800-1651-0086
Singapore
1800-271-7363
Taiwan
0080-65-1162
Thailand
001-800-65-6029
Vietnam
+65 6361-3353
Other AP Countries
+65 6361-3353
e-mail
premium.support@hp.com
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