Home Manager User Guide Overview
Home Manager User Guide Overview
Table of Contents
Part I Welcome 2
Part II Introduction 2
1 Getting...................................................................................................................................
Started 3
Installation .......................................................................................................................................................... 4
Enter your license
..........................................................................................................................................................
key 5
2 Reference
................................................................................................................................... 5
Menu Bar .......................................................................................................................................................... 6
File Menu ......................................................................................................................................................... 6
Backup ......................................................................................................................................... 6
Restore ......................................................................................................................................... 7
Exit ......................................................................................................................................... 8
Help ......................................................................................................................................................... 8
Check for updates......................................................................................................................................... 8
Ask a question ......................................................................................................................................... 8
About Home Manager ......................................................................................................................................... 9
Residence .......................................................................................................................................................... 9
Inventory .......................................................................................................................................................... 10
General ......................................................................................................................................................... 11
Maintenance .........................................................................................................................................................
and Repair 13
Warranty and.........................................................................................................................................................
Insurance 14
File Attachments
......................................................................................................................................................... 15
Notes ......................................................................................................................................................... 16
Reports .......................................................................................................................................................... 16
Index 0
I
2 Home Manager User Guide
1 Welcome
Ø Introduction
Ø Getting Started
Ø Reference
Ø How To (Steps)
2 Introduction
Home Manager is an easy-to-use database for tracking information about your home and personal
belongings. Home Manager provides a central repository for storing and retrieving your Home records,
allowing you to quickly look up information about a specific item at any time. A free trial version is
available on our website and can be set up in minutes so you can try the full functionality of the software.
Organize your inventory by category and location, and drag and drop items from one category to
another. Keep a running maintenance and repair history for your assets. Print a home inventory report
(complete with digital pictures) for your insurance agent; backup your data for safekeeping, and get the
peace of mind that comes with having a full accounting of your home inventory.
an insurance claim. Use the built-in backup feature to backup to a remote drive or email server
Features at a Glance
ü Home Inventory Tracking for one or multiple residences.
ü Track costs for home improvement and repair.
ü Store your book and movie information in a database.
ü Track warranty and insurance Information.
ü Import an unlimited number of digital pictures.
ü Search your inventory to find records fast.
ü Backup your inventory to disk, floppy, or as an Email Attachment.
ü Print report for off-site storage.
ü Create your own custom categories and locations.
See Also
Ø Getting Started
Ø Reference
Ø Installation
Ø Enter your license key
2.1.1 Installation
To install from the web:
Open/Run the setup file to Read the license agreement, You may leave the default
begin the Setup Wizard, and and then select "I accept the installation location selected, or
then click the Next button. agreement" before clicking the select a different location if
Next button to continue. needed.
A shortcut will be created in the Leave the checkbox checked to Click the Install button to begin
Start Menu Folder. Click the create a desktop icon. Click the the installation.
Next button to continue. Next button to continue.
1. If the computer doesn't have the .NET 2 Framework installed, download it onto a disk, flash drive, etc.
and then install it. To check, you can look at the Add/Remove programs list in Windows and look for
an entry "Microsoft .NET Framework 2.0". The .NET Framework can be downloaded at the links
below:
1. Select the menu item Help à Enter License Key (note: the menu items are the "text" links at the
top of the window - not to be confused with the "buttons" in the toolbar).
2. Enter your license key into the License Key form.
3. Press the enter key or click the Ok button to save.
2.2 Reference
The Reference section provides a detailed explanation of each area of Home Manager. Click on a link
below for details about the item.
· Menu Bar
o File
o Help
· Inventory
o General
o Maintenance and Repair
o Warranty and Insurance
o File Attachments
o Notes
· Reports
Ø File
Ø Help
[Link] File Menu
The File menu contains the menu items listed below. Click on a link below for complete details.
[Link].1 Backup
The Backup function creates a compressed data file containing a full backup of the database. This feature
allows you to create a backup manually at any time.
2. Click the Browse button to select a location for the file, and enter the name of the file to save.
3. Click the "Backup" button to perform the backup.
4. Dismiss the confirmation box. If the Backup operation fails for any reason, close the application and
then reopen it and perform the Backup operation again.
Confirmation Dialog
Key Points:
v The backup file is a compressed snapshot of the database. It cannot be opened directly. To restore the
database from the backup file, use the menu option: File à Restore.
v Be sure to store the backup file on an external or remote drive so it will be available in case your hard
drive crashes and becomes inaccessible. If possible, copy the file to a network server that is backed
up. You can also attach the file to an email that you send to yourself in order to have it saved on your
email server.
[Link].2 Restore
The Restore function restores the data from a compressed backup file over an existing database. This
operation will completely overwrite the current database with the contents of the backup file.
5. Dismiss the confirmation box. If the restore operation fails for any reason, close the application and
then reopen it and perform the Restore operation again.
Confirmation
Key Points
v The restore process may take several minutes to complete, and it should not be interrupted.
v The restore process will completely overwrite the database with the contents of the backup file. Any
data entered since the backup file was created will be overwritten.
[Link].3 Exit
Select File à Exit to close the application. This has the same effect as clicking the 'X' in the upper right
corner.
[Link] Help
The Help menu contains the menu items listed below. Click a link below for complete details.
The Check for updates menu initiates a connection to our update server to compare the version of the
software you are using with the current version of the software. A pop-up message will notify you to let
you know whether you are using the current version of the software. If you are using an older version,
you will be provided with an option to download the update. To install the update, download the setup
file when prompted, and click Open or Run to update your software. Your database will remain intact, so
you will not lose the data that has been previously entered.
If a firewall prevents you from connecting to our update server, you may also download the software
from the downloads page on our website. This is the same software which can be downloaded through
the Check for updates menu.
The menu option Ask a question / Send feedback will open a dialog box you can use to contact
Support. You may use this form to contact us about:
· Question
· Enhancement Request
· Bug Report
· Other Feedback
Feedback Form
The About Home Manager menu item opens a dialog box with information about the currently installed
Home Manager software, including the version number.
2.2.2 Residence
The Residence screen contains general information about your residence including:
· Address Details
· Features
· Mortgage
· Insurance
· Appraisals
· Home Warranty
Residence Screen
After filling in the desired information, click the "Save" button to save the changes.
2.2.3 Inventory
The Inventory screen contains the Search Box, Category/Location list, Inventory List View, Picture Box,
and Data Entry tabs.
Inventory Screen
See Also
Ø General
Ø Maintenance and Repair
Ø Warranty and Insurance
Ø File Attachments
Ø Notes
[Link] General
The General tab on the Homes form is used to track additional information about the Home.
General tab
See Also
Ø Maintenance and Repair
The Service tab contains a list of the service (maintenance, inspection, or repair) that has been
completed for the Home.
Maintenance/Repair Tab
· Click the New Service Entry button to add a new completed service entry, or to schedule service to be
performed.
· For completed service, fill in the Completed Date on the service entry form.
· For Scheduled service, fill in the Next Due date on the service entry form.
· Fill in both dates to indicate the service has been completed and to reschedule it for future service.
See Also
Ø General
Ø Warranty and Insurance
Ø File Attachments
Ø Notes
[Link] Warranty and Insurance
The Finance tab includes additional fields for tracking Finance related information.
Warranty/Insurance Tab
Fields
Field Name Description
Manufacturer Phone A text field for tracking the manufacturer's phone
number.
Manufacturer Website A text field for tracking the manufacturer's website
address. Click the Globe icon to open the website in
a web browser.
Warranty Expiration Date A date field to track the warranty expiration date.
Warranty information A text field to track additional warranty/insurance
information.
See Also
Ø General
Ø Maintenance and Repair
Ø File Attachments
Ø Notes
The File Attachments tab contains an area where files may be added to the database.
See Also
Ø General
Ø Maintenance and Repair
Ø Warranty and Insurance
Ø Notes
[Link] Notes
The Notes tab contains a text field where free form text Notes may be added.
Notes Tab
See Also
Ø General
Ø Maintenance and Repair
Ø Warranty and Insurance
Ø File Attachments
2.2.4 Reports
Home Manager comes with 3 built-in reports which can be viewed on-screen, printed, or saved as a file.
Reports Screen
3 System Information
Ø File Locations
Ø Updating The Software
Ø Technical Details
Config Files
Database Files
Log Files
These folder locations are hidden by default, so you may need to show all files and folders in order to
find them (My Computer --> Tools --> Folder Options --> View tab --> Show all files and folders).
As new releases become available, you may upgrade the Home Manager software as follows:
PC:
· Minimum CPU: 300 Mhz
· Operating System: Windows 98 or higher (2000, XP, Vista, Windows 7, 8, and 10).
· Notes: The setup process will download and install the .NET Framework v 2.0 if it is not already
installed.
· Home Manager stores all of the data and pictures in a single database file.
· Home Manager Database files have the file extension “.hdb”.
· Home Manager backup files are compressed to save space and have the file extension “.hbk”.
· Home Manager uses the open source Firebird database for data storage.
· The local database is stored at the following location:
Windows XP: C:\Documents and Settings\All Users\Application Data\HomeManager\HomeManager.
hdb
Windows Vista: C:\ProgramData\[Link]
4 How To (Steps)
Notes:
· Select the Category and Location for the item from the drop-down list. You may add, edit, and remove
Categories and Locations from the list by clicking on the button next to the drop down field.
· You may select the Purchase date by clicking on the down arrow and using the calendar, or you may
type it directly in to the field.
· Currency symbols are not required. The reports will display the currency symbol set in your Windows
Regional Options.
Note: you may also drag and drop a picture file from Windows File Explorer to the picture box.
5 How To Buy
You may purchase Home Manager online worldwide with any major credit card.
As soon as your transaction is complete, your license key will be emailed to you, and you can enter the
license key to continue working where you left off.
Purchasing Links
Direct Order:
[Link]
Contact Us