ESP Release Notes

YORK, A Johnson Controls Company
Unitary Products Group


ESP XP RPDF
Equipment Selection and Performance

Release Date: June 2007

_______________________________________________


Table of Contents

1. Welcome to ESP XP RPDF

2. Product Support

3. System Requirements

4. Installation from the Internet

5. Tutorial of ESP Basics

6. Tutorial on Other Useful ESP Features

A. Exporting Schedule Reports to Excel

B. Customer Quote Alarm/Reminder

C. Previewing and Printing PDF Reports

D. Emailing ESP PDF Reports

_______________________________________________

1. Welcome to ESP XP RPDF

YORK is pleased to announce the release of ESP XP RPDF which
features signifantly enhanced PDF report generation (about 1
second per report - same as previewing only) and full incremental
page numbering. ESP XP RPDF has the same selection and rating
modules as its predecessor cast in brighter XP style screens.

ESP XP RPDF is a comprehensive sales automation tool designed for
selecting equipment, determining performance ratings, and
preparing quotes and submittals and tracking quotes for YORK
residential and commercial products.

Products covered by ESP include 1.5 to 5 ton Residential Split
systems, 1.5 to 25 ton Single Package units, 4 to 50 ton
Commercial Split systems, and 25 to 40 ton Millennium units as
well as International 50 Hz products.

Improved PDF reporting has the following enhancements:
- Generates the PDF preview of single or multiple reports
extremely fast.
- Scrolls from top to bottom of report smoothly and quickly.
- Rapidly advances to next report page.
- Reduced PDF file size for emailing.
- Ability to append other documents and delete pages.

You may download the ESP XP RPD from either www.mctg.com or
www.yorkupg.com websites. You are urged to install this new
version and use it exclusively for all new quotes and submittals.

All versions of ESP are Windows Vista compatible.

The ESP XP RPDF can import your projects from the prior version of
ESP, ESP 2007 (directory folder ESP2003v32). When you run ESP XP
RPDF for the first time, you will be able to import projects
created in previous versions of ESP or you may import these
projects later from the File menu.

2. Product Support

Please take a moment to register your ESP XP RPDF program today.
Registering ensures that you will get a heads up on program
updates and announcements. To register, choose "Register ESP" from
the Help menu and complete the form. Connect to the Internet and
choose Register Online. You may also register by FAX or mail by
printing the form. Feel free to email your questions and
suggestions to us at www.mctg.com or choose "Send Feedback" from
the Help menu.

ESP Product Support:

Contact: George Simonson
Phone: 1.877.UPG.SERV x6606
FAX: 717 771-6138
E-Mail George.E.Simonson@jci.com

ESP Interface Support:

Contact: Garth Groft
Phone: 717.848.6284
FAX: 717.848.6284
E-Mail garth.groft@mctg.com

Before you call, first consider the following:

Consult the Help File and FAQ.doc document located in the ESP
installation directory.
Make sure you have at least 512 Mb of RAM.
Make sure you have at least 75 Mb of free hard disk space.
Close all tasks that are not needed or shut down windows to
recover lost Windows memory. Power down your system.
Change the default setting to a different printer if you are
having problems printing reports.

If you still need help, be ready to provide the following
information about your system:

1. Type and speed of processor.
2. Amount of RAM memory.
3. Amount of free space on the hard disk.
4. Printer make and model.

3. System Requirements

. Intel Pentium processor or 100% compatible.

. Microsoft Windows Vista, XP, Me, 2000, 98

. 512 MB of RAM.

. 75 MB of available hard-disk space.

. Video Card that supports 256-bit color (16-bit
color or higher recommended) at 800x600
monitor resolution.

. Laser, inkjet or dot matrix printer.

. Microsoft mouse or compatible pointing device.

4. Installation from the Internet

Before installing ESP XP RPDF over a previous installation of
the same version, it is recommended that you backup your projects.
You can use the Backup feature from ESP's File menu.

The latest version can be downloaded as disk images or installed
directly over the Internet. Go to www.mctg.com and choose
Downloads or go to www.yorkupg.com and choose Products, then
software.

No user name or password is required.

Installation Option 1: ESP XP RPDF Internet Install

ESP XP RPDF can be installed over the Internet by downloading the
unique ESP XP RPDF Internet Install file.

1. You do not need to uninstall previous versions of ESP. By
default ESP XP RPDF installs into a new directory
c:\ESP XP RPDF or C:\UPG ESP XP RPDF for UPG users.
(The default installation directory for ESP2007 is
c:\ESP2003v32 or C:\UPGESP2003v32 for UPG users.)
2. Click the "Internet Install File" link on the www.mctg.com
downloads page to download the ESP XP RPDF Internet
Install file into a folder on your hard drive or your
Windows desktop.
3. After downloading the ESP XP RPDF Internet install file, stay
connected to the Internet and run the install file.
Note: Each build of ESP XP RPDF has an associated
Internet install file designed to install that version.
Be sure to download a new install file before installing
a new build.

Installation Option 2: ESP XP RPDF Single File Install

An alternative to the Internet Install is to download the Single
File Install. You can install ESP directly to your computer or
create a CD to install on another computer that does not have
internet.

1. You do not need to uninstall previous versions of ESP. By
default ESP XP RPDF installs into a new directory
C:\ESP XP RPDF or C:\UPG ESP XP RPDF for UPG users.
(The default installation directory for ESP2007 is
C:\ESP2003v32 or C:\UPGESP2003v32 for UPG users.)
2. Click the "Single File Install" link on the www.mctg.com
downloads page to download the Single File Install file
into a folder on your hard drive or your Windows desktop.
This is the file that you could copy to a CD for
installation on another computer.
3. After downloading the single file install, run ESP XP RPDF.exe.

Option 1 Internet Installation option is recommended because only
files that have changes are downloaded in subsequent installations.
Projects created with ESP XP RPDF will not be over-written by a
new installation.

ESP XP RPDF has a project database structure that is unique
to this version. When you use ESP XP RPDF for the first time,
ESP will detect and inform you of any other previous ESP
installations on your C drive containing projects created with
ESP2007. You will be given the opportunity at this time
to import (convert and append) any of these projects into the
new version with full data compatibility. You can append these
projects now to ESP XP RPDF or do so later using ESP's
"Import Projects..." from the File menu.

5. Tutorial on ESP Basics

1. Click Start, Programs, YORK ESP XP RPDF, then ESP XP RPDF or
simply double click the ESP icon on the desktop.

2. The first time you run ESP XP RPDF, the ESP splash or title
screen will appear. This screen will automatically close
in 5 seconds or when you click anywhere on the screen.

3. Next the Open Project... screen pops up. The Untitled project
will be highlighted. Click the Open button.

4. Please take a moment to register ESP if you have not already
done so. Register again if your email or other
information has changed. Registering ensures that you
will receive notifications about program updates and
announcements. To register, first click the Close button
on the Project Data screen. Then choose Register ESP...
from the Help menu and complete the form. Connect to the
Internet and choose Register Online. You can also
register by mail by printing the form. Feel free to email
your questions and suggestions to us at www.mctg.com or
choose Send Feedback... from the Help menu.

5. Next enter your user data. This User ID data will appear on all
Quote Reports and will be the default information for the
Quotation Options screen. To change the User ID
information, choose Options... from the Tools menu, and
then select the User ID tab. Enter or edit the proper
information. Any projects created after the User ID was
changed will include the new User ID information.

6. To create a new project, choose Open... from the File menu and
then click the New button. A new "Untitled" project will
appear. To open a project previously created in ESP,
choose Open... from the File menu and review the list of
saved projects. Double-click the desired project or click
the project and then click the Open button.

7. If you created a New project from the Open Screen, now you can
either enter the Project Information or begin the unit
selection process for the Untitled job.

8. To enter the project information, use the Tab key or the Mouse to
move around the various tab screens. After you finished entering
the information, click the Save As... button. The Save As...
screen pops up. Enter the Project ID and Project Name. The
Project ID can include numbers and spaces (25 characters maximum).

9. To add the next unit click the Add button in the Unit
Controls section and then click a Product Selections button
to begin the process again.

10. On the Model Selection screen, select the unit tonnage, product
type, voltage, heat type and any factory mounted options. Now
select any field installed accessories, or go to the Performance
Rating screen by clicking the Performance... button.

11. For Residential Split Systems, the program selects multiple systems
that meet your selection criteria and displays them in the lower
model grid. Scroll through the systems displayed and click the
desired system to highlight it. Click the Performance... button to
go to the Performance Rating screen. Click the Accessories...
button to select any field installed accessories.

12. On the Performance Rating screen, enter the design conditions for
your selected model and click the Calculate... button. ESP
calculates the performance and displays the results at the conditions
you specified. You have now completed your model selection. Click
the Back to Project button to add the next unit.

13. Once all of the units have been selected and the performance
calculated for each of them, then the submittal reports can be
created and printed. Simply click the Reports... button in the
Project Controls section of the main Project Data screen. Check
the required report and click the Print button.

14. Units are automatically assigned a sequence number starting with
"001" in increments of 1. If you deleted one or more units or would
like to re-arrange them for reporting, you can reassign unit sequence
numbers manually or use the Re-sequence feature. If you have one unit
you want to move to the end of the project, simply assign a higher
sequence number then the highest sequence number. To invoke the
Re-sequence feature, simply right mouse click on the "Seq" header
of the units grid and the units will be displayed in the new order.

15. The Summary Page Report can print your company logo on the report.
The default logo is LOGO.BMP which prints "Company logo goes
here...". To change the default to your company logo, convert your
company logo to a BMP (bitmap) format. If your company logo is not
yet in electronic format, you may create one using Paint Shop Pro
or Microsoft Windows Paintbrush. Rename your logo to "LOGO.BMP" and
copy this file to your \ESP XP RPDF\DWGS subdirectory and overwrite
the default file.

16. For more help in using ESP XP RPDF, open the Help file or read the
Frequently Asked Questions under ESP Support at www.mctg.com. A
PowerPoint tutorial is also availalable on the Downloads tab
at www.mctg.com

17. Take note of the Maintenance..., Backup... and Restore...
features available from the File menu drop-down. It is
strongly recommended that you backup your projects on a
regular basis depending on how often you use the program. ESP
is continually updated with new models and enhancements. We
recommend you download a new build frequently.


6. Tutorial on Other Useful ESP features:

_______________________________________________

A. Exporting Schedule Reports to Excel

A cool feature of ESP is its ability to export schedules to Excel
spreadsheets or to ASCII text files. This capability can be an
great time saver to HVAC designers. The Excel spreadsheets can be
easily imported into AutoCAD Drawings eliminating the need to
enter the schedules manually.

B. Customer Quote Alarm/Reminder

ESP’s Project Tracking feature includes the ability to set a
Customer Quote Alarm which reminds a sales person to submit a new
quote to a customer or to follow-up on an open quote in a specified
number of days. On program start-up, ESP will remind the user of
any projects that has a quote alarm set and needs follow-up. At
any time, the user can view three types of project quote alarm
summaries, showing quote alarm settings, alarm dates, and reminder
notes.

Here’s how the ESP Quote Alarm feature works:

On a new or existing ESP project, enter the following additional
quote alarm information on the Tracking tab of the Project Data
screen:

1. Click the alarm date field and enter the date when your
project needs further attention. A calendar drops down for
easy selection.

2. Click the Set Alarm button to toggle the Alarm “ON” and “OFF”.

3. In the Reminder field, add any brief notes regarding any
future actions to be taken.

4. Review quote alarm summary status for all projects. Three
types of quote alarm summaries can be viewed from the
Tools/Customer Quotation Alarm menu. The Show All Projects
menu option displays a list of all projects with or
without an alarm set to “ON”. The Show Projects With Enabled
Alarms menu option displays all projects with an alarm set
to “ON”. The Show Projects With Notice Due menu option
displays all projects having expired alarm dates (set alarm
date has been exceeded).

5. Each time ESP starts up, the Quote Alarms: Notice Due screen
displays a list of projects with expired alarm dates. This
feature can be turned on or off. On the Tools menu, select
Options... and then the General tab. Check or Uncheck the
"Show quote alarms due on program startup".

C. Previewing and Printing ESP PDF Reports

ESP has the ability to preview reports in the PDF format to prepare
them for printing or emailing.

To preview one or more report in PDF format:

From ESP's main Project Data screen, click on the Reports button.
Select Highlighted Unit to create reports for one unit or All Units
to create reports for multiple units. Check one or more report
types to include in your PDF preview file. Click on the PDF
Preview button and ESP automatically combines the reports together
into a single file for viewing, printing or emailing.

As ESP is combining the reports, the preview screen pops up in a
small preview window and you can see the number of pages that are
being generated into the PDF file. To view the reports in a larger
screen, simply double-click on the first page of the report
displayed. Then click on the maximize button in the upper right
hand corner to view the entire page. To scroll through multiple
pages of the file, click on the right and left arrow buttons at
the top of the page.

D. Emailing ESP PDF Reports

ESP has the ability to save multiple reports into one PDF document
so only one file needs to be attached to an email. All types of reports,
from submittal reports to schedule and quotation reports, can be
combined, converted and saved into a single PDF document and then
emailed to your customer.

Note: Your customer must have Adobe Acrobat Reader installed in order
to view and print the emailed reports. Adobe Acrobat Reader is a free
software program available at www.adobe.com.

Here's how to email an ESP report:

From ESP's main Project Data screen, click on the Reports button.
Select a unit to create reports. Check one or more reports to include
in your emailed submittal. Click on the PDF Preview button and ESP
automatically combines the reports together into a single file for
viewing, printing or emailing.

To email the reports, click the Save icon. Name and save the single
PDF file into a designated folder for emailing. Open your email
software, create and address your email, attach the PDF report file and
then send the email.

Other buttons available on the PDF Preview screen:

Printer Button - Reports can still be printed directly from the
PDF Preview screen by clicking the Printer icon.

Zoom Bottons - Every page of the report can be viewed Actual Size,
Fit to Width, or Fit to Window.

Stereo Buttons - When multiple pages are included in a report, the
First, Previous, Next and Last stereo buttons are used to scroll
through the pages of the report.

Binoculars Button - A unique feature, the Binoculars icon is a search
tool. Click on the button, type the desired text, and the text is
highlighted wherever it is located within the reports.

Help Button - Accesses the Help document related to this feature. The
Help document is currently under construction.

Delete Page Button - Used to delete a report page from the group
of reports you are previewing.