1. Opening Session

2. Welcome and thank you for being here!

3. Monday Seminar Agenda 9:00-10:00 Welcome Session and New Features
10:00-10:15 SAMPro 9.1 New Server Requirements – Derek Lauro
10:15-10:30 Fleetmatics/SAMPro Integration Features- Adam Restifo
10:30-10:45 XOEye/TechAnywhere Integration Features – John Cahalan
10:45-11:00 Break
11:00-12:30 Breakout Sessions (here and across the street)
12:30- 1:30 Lunch (Outside Room A at the Hyatt)
1:30- 3:00 Breakout Session #2
3:00- 3:30 Afternoon Break
3:30- 5:00 Breakout Session #3

4. 6:00-???

5. Tuesday Seminar Agenda
8:00- 9:00 Breakfast & Registration (Luggage storage available in Room B2)
9:00-10:30 Breakout Session #4
10:30-11:00 Morning Break
11:00-12:30 Breakout Session #5
12:30- 1:30 Lunch
1:30- 3:00 Breakout Session #6 (half session 2:15-3:00)
3:00- 4:30 Breakout Session #7

6. SAMPro 9.1 Feature Highlights
What’s New
SAMPro 9.1 Feature Highlights
AP Journal
Auto-set Requires Approval: Registries allow Vendor Invoices to be designated as Requires Approval if they exceed a specified dollar value and/or the PO Variance % (CRN 3.1.1). If user has access to AP Approve Held Invoices, they will be given the option of approving the invoice.
Lien Waivers
SAMPro now supports Partial and Final Lien Waiver Processing (CRN 3.6).
Invoicing
Work Breakdown Structure (WBS) Budgeting and Invoicing
A Work Breakdown Structure (WBS) provides a means of decomposing a construction project into smaller components that organizes the team's work into manageable sections (CRN 7). Standard Schedules of Values are also supported.

7. SAMPro 9.1 Feature Highlights
What’s New
SAMPro 9.1 Feature Highlights
Guaranteed Maximum Price (GMP) Billing
GMP (Guaranteed Maximum Pricing) implements Cost Plus / Not-To-Exceed invoicing where the Percent Overhead is used to calculate the profit. GMP Contract and GMP SoV are both supported. Billing is accomplished via Record Billing Adjustments (CRN 9.3).
Job Costing
Job Billing Item Change Order Requests
When changes to a Job are required but not yet approved, Change Requests (CORs) may be created for budgeting / reporting purposes. When a Change Request is approved, it may be converted to or attached to a Change Order for billing and costing; budgets included on the Change Request will be added to the Job's Budget tab during this process (CRN 8.12).

8. SAMPro 9.1 Feature Highlights
What’s New
SAMPro 9.1 Feature Highlights
Purchase Order
When this button is clicked in a saved PO, the system will open the Inventory Receipts Journal. A new transaction will automatically be started for you with the PO Id already entered.
Service Management
Bulk Work Order Generation
The new Project Work Order Generator is designed to streamline the process of creating a large number of Work Orders with Milestones to implement a one-time project (CRN 16.15).

9. SAMPro 9.1 Feature Highlights
What’s New
SAMPro 9.1 Feature Highlights
Service Management
TechFinder
Multiple Certifications: TechFinder supports multiple certifications when launched from New Call and the Dispatch Boards (CRN ).
Bulk Work Order Generation
The new Project Work Order Generator is designed to streamline the process of creating a large number of Work Orders with Milestones to implement a one-time project (CRN 16.15).

10. What’s New

11. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

12. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

13. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

14. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

15. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

16. TechAnywhere Feature Highlights
What’s New
TechAnywhere Feature Highlights

17. What’s New

18. SubAnywhere SAMPro.net
What’s Coming
SubAnywhere SAMPro.net

19. CRMAnywhere Enhanced UI and Web Service
What’s Coming
CRMAnywhere Enhanced UI and Web Service

20. CRMAnywhere Enhanced UI and Web Service
What’s Coming
CRMAnywhere Enhanced UI and Web Service

21. CRMAnywhere Enhanced UI and Web Service
What’s Coming
CRMAnywhere Enhanced UI and Web Service

23. Web Upgrade Preparation Guide
SAMPro 9.1
Web Upgrade Preparation Guide

24. SAMPro 9.1 and Future
SAMPro Version 9.1 provides several new .NET web applications that support and streamline SAMPro’s back office capabilities.
Current SAMPro 9.1 and future SAMPro 9.X back office versions will continue to run on the same development platform as it has in years past.
The upgrade to SAMPro 9.1 brings new features and a shift in development towards web-based additions and alternatives to the modules of the SAMPro Enterprise Software.
To support the new features, SAMPro 9.1 mandates a new set of minimum software and hardware requirements.
Starting with the release of SAMPro version 9.1, IIS will need to be installed to support these features. Internet Information Services (IIS) for Windows® Server is a flexible, secure and manageable Web Server.

25. SAMPro 9.1 Upgrade Options
Your firm may choose the following upgrade paths:
Option 1: Upgrade to SAMPro 9.1 and the new web applications at the same time.
Option 2: Upgrade to SAMPro 9.1 first, upgrade the new web applications at a later date.
Option 3: Upgrade to SAMPro 9.1 without the new web applications.
- If CRMAnywhere is installed at your firm, you must go down the path of Option 1.
- With Options 2 or 3, the existing Java versions of DBAnalytics & FMAnywhere will continue to be supported.

26. List of Web Applications
What Web Applications Are We Talking About?
There are new and existing web applications. Existing Java/Glassfish applications have been upgraded to run under the Microsoft IIS Web Server.
DBAnalytics
FMAnywhere
CRMAnywhere
SubAnywhere
New Call / Dispatch Board
Job Scheduler
Project Manager’s Workbench
Workflow Control
Purchase Order for General and Inventory Items
Subcontractor Purchase Order

27. Do I have to upgrade to the New Web Components? No
To Upgrade Or Not?
Do I have to upgrade to the New Web Components? No
If you have no interest in the using the web components and would like to use SAMPro 9.1 for what it is, no problem.
Keep in mind:
While it is possible to continue to use the existing web components like DBAnalytics, this is not the future of SAMPro and Data-Basics software moving forward.
Looking towards the future, we will increasingly rely on new web-based additions and alternatives to the modules of the SAMPro Enterprise Software.

28. What’s Involved? Client:
Software and hardware requirement review. Upgrade if necessary.
Prepare and install IIS web server.
Networking setup for DNS and/or public access.
Purchase and install SSL Certificate.
Inform Data-Basics when complete and ready.
Data-Basics:
Install SAMPro.NET Framework Service.
Install Web Deploy Platform.
Configure web site(s).
Deploy web application(s).
Configure deployed web applications within SAMPro.

29. Server Requirements Client Requirements
Database Server Requirements
Minimum
Microsoft SQL Server 2005 – with SP4
Recommended
Microsoft SQL Server 2016
Web Server Requirements
Minimum
Microsoft Windows Server 2008 x64– with SP 2
Microsoft .NET version 4.5.2
Microsoft IIS version 7
Recommended
Microsoft Windows Server 2016
Microsoft .NET version 4.7
Microsoft IIS version 10
Hardware
Intel Xeon 2.0+ GHz quad+ core (or equiv)
8GB+ RAM GB+ Storage
Depends on # of Users and Software Installed
Client Requirements
 Recommended Internet Browser - Google Chrome
Best viewed with 1920x1080 or greater screen resolution

30. Visual Flow