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Simon Clive at 03:41, 15 September 2011

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Simon Clive: Created page with "'''Installation of ERP Software'''
Before installing ERP on your '''Server''' please check the following system requirments. *Minimum of '''4 Gig''' space on '''C Drive''..."

2011-09-13T07:15:45Z

Created page with "'''Installation of ERP Software''' Before installing ERP on your '''Server''' please check the following system requirments. *Minimum of '''4 Gig''' space on '''C Drive''..."

New page

'''Installation of ERP Software'''
 

Before installing ERP on your '''Server''' please check the following system requirments.

*Minimum of '''4 Gig''' space on '''C Drive'''
*An '''Internet''' Connection
*'''Firewalls''' in windows and '''Virus''' scanners must have exceptions for '''Ports 3309''' and '''3310.'''
*Your '''Router''' must have '''Port 49500''' open for 2 way communication with '''MySQL.'''

'''Server Installation'''

*Insert the ERP installation '''DVD''' which will '''Auto Run''' and take you to the '''ERP Installer''' Screen.
*Or load the '''ERP Install''' folder onto your server and select the '''setup.exe''' file.
*From the '''ERP Installer''' screen select the top '''Install Server''' button and ERP will load
*Click '''OK''' when the '''Install Complete''' box appears.
*The '''ERP Software Suite''' and all of its components our now installed on you '''Server'''

'''User Installation'''

*<uLoad the '''DVD''' or the '''Install''' folder on to each workstation
*Type in the '''Server''' name.
*This can be found on your Server by '''Right''' Clicking '''My Computer''' - '''Properties''' - '''Computer Name'''
*'''Un-Tick''' the '''Install Videos''' box in the bottom left corner if you don't want to load the '''Training Videos''' on to the workstation
*Select the '''Install User''' Button
*Click '''Setup''' when prompted to install the '''PDF writer'''
*'''Teamviewer''' will automatically be installed which enables the workstation to be remotely accessed for software support.
*Notify your ERP Software provider the '''Server''' name to run a '''Licence Check''' to enable ERP.

'''Setup Clients Company'''

*Select the '''ERP Icon''' on your desktop and the ERP '''Setup Wizard''' will open with steps 1-12 and a training Video for each step.
*Select '''Setup Clients Company''' to set up a sample company for testing and training before going Live
*Type in all of your company details and select '''Save'''

'''Export Sample Data'''

The best way to Import your data is to Export some sample data so the format can be used to Import your existing company data into ERP

*Select '''Export Sample Data '''which will create 4 samples of Data '''Accounts, Customers, Products''' and '''Suppliers'''
*Select '''Ok''' at the prompt and the ERP '''Data Export/Import''' menu will open
*The '''Accounts''' radio button will already be selected
*Name and select the folder to save the import file to '''E.g Desktop''' and select '''Export''' and '''Ok''' at the prompt.
*By Default '''Customers''' then '''Products''' and then '''Suppliers''' will already be selected as the process is repeated.
*The '''4 Exported''' files will now be saved to your Desktop in '''csv Format'''
*Double click on the '''Exported''' files to open the spreadsheets in your default program '''E.g Excell'''
*You can now view the sample data and note the '''Column Headers''' which '''Must''' remain the same.
*

@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists contain '''No Transactional Data '''ready for '''Going Live. &nbsp; &nbsp;'''<span style="font-style: italic;" />
+The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists contain '''No Transactional Data '''ready for '''Going Live. <br>'''
 *To perform a Backup simply select '''Backup.'''

@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists contain '''No Transactional Data '''ready for'''Going Live'''<span style="font-style: italic;"> </span>''<span style="font-style: italic;" />
+The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists contain '''No Transactional Data '''ready for '''Going Live. &nbsp; &nbsp;'''<span style="font-style: italic;" />
 *To perform a Backup simply select '''Backup.'''
 *The Backup file will automaticlly be saved to '''C Drive/ERP Software/Backup''' on your server
 *This file is then ready to be '''Restored''' when you '''Go Live'''.
-*All Training and Testeing should be done in the '''Sample Company Database.'''
+*All Training and Testing should be done in the '''Sample Company Database.'''
 <u>'''Setup Training'''</u>

@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists.'''<span style="font-weight: bold;" />'''''<span style="font-weight: bold;" />''
+The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists contain '''No Transactional Data '''ready for'''Going Live'''<span style="font-style: italic;"> </span>''<span style="font-style: italic;" />
 *To perform a Backup simply select '''Backup.'''
 *The Backup file will automaticlly be saved to '''C Drive/ERP Software/Backup''' on your server
 *This file is then ready to be '''Restored''' when you '''Go Live'''.
 <u>'''Setup Training'''</u>

@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-'''<u></u>'''The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists all have &lt;span style="font-weight: bold;"&lt;/span&gt;'''No Transactional ''''''Data'''and all testing and traininmg is done in the '''<span style="font-weight: bold;">. </span>''
+The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists.'''<span style="font-weight: bold;" />'''''<span style="font-weight: bold;" />''
 *To perform a Backup simply select '''Backup.'''

@@ Line 33: / Line 33: @@
 <u>'''Export Sample Data'''</u>
-The best way to Import your data is to Export some sample data so the format can be used to Import your existing company data into ERP
+The best way to Import your data is to '''Export''' some sample data so the format can be used to Import your existing company data into ERP
 *Select '''Export Sample Data '''which will create 4 samples of Data '''- Accounts, Customers, Products''' and '''Suppliers'''
@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-'''<u></u>'''The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists all have <span style="font-weight: bold;"</span>'''No Transactional ''''''Data''' and all testing and traininmg is done in the '''<span style="font-weight: bold;">.
+'''<u></u>'''The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists all have &lt;span style="font-weight: bold;"&lt;/span&gt;'''No Transactional ''''''Data'''and all testing and traininmg is done in the '''<span style="font-weight: bold;">. </span>''
-</span>'''
 *To perform a Backup simply select '''Backup.'''

@@ Line 28: / Line 28: @@
 *Select the '''ERP&nbsp;Icon''' on your desktop and the ERP&nbsp;'''Setup Wizard''' will open with steps 1-12 and a training Video for each step.
 *Select '''Setup Clients Company''' to set up a sample company for testing and training before '''Going Live'''
 *Type in all of your company details and select '''Save'''<br>
@@ Line 59: / Line 59: @@
 '''<u>Backup</u>'''
-The company is now set up with '''Clean Data''' for<span style="font-style: italic;"> </span>'''<span style="font-style: italic;" />Accounts''', '''Customer''', '''Products''' and '''Supplier''' lists with '''No Transactional''' <span style="font-weight: bold;">Data</span for '''Going Live'''. All training and testing is done in the '''Sample Company'''.
+'''<u></u>'''The company is now set up with '''Clean Files '''ready for '''Going Live. '''The '''Accounts, Customer, Product''' and '''Supplier''' lists all have <span style="font-weight: bold;"</span>'''No Transactional ''''''Data''' and all testing and traininmg is done in the '''<span style="font-weight: bold;">.
 *To perform a Backup simply select '''Backup.'''

@@ Line 6: / Line 6: @@
 *Your '''Router''' must have '''Port 49500''' open for 2 way communication with '''MySQL.'''
+<br> <u>'''Server Installation'''</u>
 <u>'''Server Installation'''</u>
 *Insert the ERP installation '''DVD''' which will '''Auto Run''' and take you to the '''ERP Installer''' Screen.
@@ Line 44: / Line 43: @@
 *Double click on the '''Exported''' files to open the spreadsheets in your default program '''E.g Excell'''
 *You can now view the sample data and note the '''Column Headers''' which '''Must''' remain the same.
 *Keep the first few lines of '''Sample Data''' for reference and format purposes and then delete the rest of the sheet
 *'''Copy''' your existing data into the '''Correct Columns '''and make any other changes you want.
 *'''Save''' the spread sheet ready for '''Import''' into ERP
 *'''Repeat''' this process for all of the '''Exported Files'''
 <u>'''Import Client Data'''</u>
 *Select '''Import Client Data '''and the '''Accounts''' radio button will be selected ready for import.
 *Select the correct '''File''' and then the '''Import''' button to bring accross the new data.
 *If ERP&nbsp;has any problems importing it will copy accross what it can and then make a '''Copy File''' with a number 1 at the end containing all of the items that had errors&nbsp; '''E.g. Accounts-1.csv'''
 *Open the '''Import Errors''' box to view a list of errors and the reason why they could not be Imported.
 *Open the new file '''E.g. Accounts-1.csv''' and make the required changes to the spraedsheet listed in the '''Import Errors''' list and then '''Import''' this corrected file again.
 *'''Repeat''' this process for all '''4 files '''&nbsp;
 '''<u>Backup</u>'''
-The company is now set up with '''Clean Data''' for all Accounts, Customer, Products and Supplier lists with '''No Transactional ''''''Data''' for '''Going Live'''. All training and testing is done in the '''Sample Company'''.
+The company is now set up with '''Clean Data'''for all Accounts, Customer, Products and Supplier lists with'''''<i>No Transactional '</i>'''Data''' for '''Going Live'''. All training and testing is done in the '''Sample Company'''.
 *To perform a Backup simply select '''Backup.'''
 *The Backup file will automaticlly be saved to '''C Drive/ERP Software/Backup''' on your server
 *This file is then ready to be '''Restored''' when you '''Go Live'''.
 <u>'''Setup Training'''</u>
 You are now ready to '''Setup Training''' in your Sample Company
 *Select '''Setup Training''' and from the Training Setup screen select the '''Setup''' tab
 *From this '''Setup Screen''' use the '''Time Drop Downs''' to define your working day including any breaks and time allocated for reports. '''<u></u>'''
 '''<u>Schedule</u>'''
 *Select the '''Schedule''' button
 *'''Schedule''' your Training days by '''Right''' mouse clicking on the start date and then '''Auto Select'''&nbsp; which will Schedule the '''Minimum''' '''9 Days''' for training.
 *You can also either click on a '''Single Day''' or click and hold to select a '''Range Of Days''' to build your Training Schedule
 *If the range of selected dates runs through either a '''Saturday''' or '''Sunday''' use the '''Radio Button''' options to either '''Post''', '''Drop''' or '''Shift After''' on your Schedule.
 '''<u>Employees</u>'''
 *Select the '''Choose Employees For Training '''button to open the Employee List <br>
 *'''Highlight''' the employees to be trained and select '''Close'''
 *Using the '''Tick Boxes''' select which Modules each employee is to be trained in
 *Select the '''Auto Schedule''' button and ERP&nbsp;will use this information to load the '''Training Roster'''
 <u>'''Roster'''</u>
 *Select '''Roster''' to view and edit the '''Training Roster''' which will be colour coded according to the scheduled modules
 *To edit the training blocks either '''Hold and Drag''' to change the time or '''Highlight''' a block of time and '''Right''' click to select a module
 *If required '''Right '''click and select '''Insert Break''' to move everyones training along.
 *When the '''Roster''' has been edited select '''Save.'''
 <u>'''Status'''</u>
 *Make sure each '''Employee''' on the Training Roster has been assigned a '''Login''' and '''Password '''
 *To assign a '''Login''' and '''Password''' open the employees card and select the Password button at the bottom of the screen and fill in the required fields.
 *Select the '''Access Level''' button to define the Access Levels for that employee
 *Select '''Training Status''' to view the assigned modules and progress of the logged on user.
 *'''Highlight''' a Module and then click on the green '''Watch Video''' button to view a training video on the selected module
 *Click on the '''Questions''' button to open a list of training questions that need to be '''Ticked Off''' on completion.
 *Select '''Show Video''' or the '''Help''' button for further information as you work through the questions until all Modules are completed.
 *Each '''Module Status''' field will change colour to '''Green''' on completion.
 <u>'''Progress'''</u>
-*Select '''Training Progress''' to view the User training progress
+*Select '''Training Progress''' to view the '''User''' training progress
 *Select the '''Show Training Progress of All Employees '''button to veiw other employess progress
 *From this screen you can also open the '''Training Roster''' and '''Training Status''' screen by using the bottons at the bottom of the page