Note: The Configuration wizard is installed automatically during Sage Estimating installation.

To connect to your Sage license server

1. To start the Configuration wizard, click the Configuration Wizard tile on the Start menu, or right-click outside the tile area, and then click All apps > Sage Estimating > Configuration Wizard.

Important! Depending on your version of Windows, you may need to elevate your permissions
before starting the Configuration wizard. On the Start menu, right-click Configuration Wizard,
and then select Run as administrator.

2. In the navigation pane of the Configuration Wizard, click Licensing.
3. In the right-hand pane, choose a licensing option:

• If your license server is installed on a different computer on your network, select Connect to a remote license server , and then click [Specify remote server].

Tip: If your computer is already connect to a license server, the current server name is displayed beside this option.

The Specify License Server window opens.

• If your license server is installed on the same machine you are working on, select Use a local server, and then click [Set up local server].

The Set Up Local License Server window opens.

4. If you selected the remote server option, in the Specify License Server window:
   1. In the Server box, enter the name of the computer running the license server.
   2. In the Port box, ensure that the port is set to 48650.
   3. Click [OK].

If you selected the local server option, in the Set Up Local License Server window:

1. Enter your company's registration name and your client ID exactly as they appear for your account in the Sage Customer Portal at https://customers.sagenorthamerica.com/.
2. In the Port box, ensure that the port is set to 48650.
3. Click [OK].

Note: A green check mark appears beside the Licensing item in the navigation pane if you connected to the license server successfully.

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