dydacomp's multichannel order manager 6.0 workstation install guide

Workstation Install Guide for Mail Order Manager 6.0

Workstation Install Guide for

Mail Order Manager 6.0

Workstation Install RequirementsThe following items are required before proceeding with the conversion to M.O.M. 6.0. Mail Order Manager 6.0 Enterprise, XL, or SOHO Editions.

PC running Windows 2000, XP, or Vista with a minimum of 256MB

of RAM.

Workstation Installation1. Insert the MOM 6.0 CD into your CD-ROM Drive.2. If you have autoplay enabled you should see the System Installation

Menu. 3. From the System Installation Menu choose Install Products. If the

System Installation screen does not display, open your Windows Start Menu and choose Run then d:\Workstn\Disk1\setup.exe where d:\ is the letter representing your CD-ROM drive. Then skip step 5 and 6.

4. Select Workstation Install. Click Next untill you reach the screen displayed below.

M.O.M. 6.0 Workstation Guide 1

Mail Order Manager 6.0 Workstation Install Guide

5. Make sure the “Typical” installation type is selected.6. When prompted to choose a directory, it is highly recommended to

leave the settings as is. M.O.M. will create a folder on each individual workstation.

2 M.O.M. 6.0 Workstation Guide


7. Once the installation is complete click finish.

8. You will then be presented with a message to verify your database type. If you are a M.O.M. XL user, choose Yes then skip to page 6, M.O.M. Enterprise and SOHO User choose No then move on to page 4.



M.O.M. Enterprise & SOHO Workstation Setup

momwin Folder LocationThe location of the momwin folder depends entirely upon the setup of your network. Each workstation, must be setup exactly the same way, even if a workstation is also the MOM server. This becomes very important when using the M.O.M. Auto Update feature that is covered later in this guide.



UNC (Universal Naming Convention) SetupThis is the recommended setup. It avoids any issues with Workstations that are not setup consistently. It uses the “Name” of the server on the network to find it, which does not change from station to station like a Mapped Network Drive can.

1. After the Verify Database message, the workstation installer will prompt you to locate the Momdata.dbc file. This is located within the momwin folder on your network.

2. Click on the My Network Places button, then select Entire Network.

3. Depending on your network setup, you may have to select a Network Type, and a Domain or Workgroup which is simply the group of computers that your M.O.M. server is a member of.

4. Select your M.O.M. server, then select the momwin folder.5. Select momdata.dbc6. Skip to page 9.

æ Note: If you require assistance properly setting up and navigating through your network, consult a Windows Networking professional. Since each network is different; Dydacomp Technical Support cannot assist with network setup or navigation.

Mapped Network Drive Setup

ç Warning! If you are using a mapped network drive, it is VERY IMPORTANT that every Workstation use the same mapped drive letter and mapped location, consult a Windows Networking Specialist if you require assistance.

1. After the Verify Database message, the workstation installler will prompt you to locate the Momdata.dbc file. This is located within the momwin folder on your network.

2. Click on My Computer, Then select the mapped drive that is pointing to your M.O.M. server.

æ Note: You may either be in the folder that contains the momwin folder, or you may already be in the momwin folder. This is dependant on how the drive was mapped.

3. Select momdata.dbc4. Skip to page 9.



M.O.M. XL Workstation Setup

Local Workstation Setup

1. After the verify database message, the installer will ask if you wish to have a trusted connection to SQL. Choose Yes.

2. In the Server Name dropdown menu, choose your SQL Server, then check the Use Trusted Connection checkbox.

3. Select the Options button, and choose your main M.O.M. company database in the Database drop down menu.

4. In the Connection for MOM Database screen, enter your Windows User ID and Password.

5. Select Test Connection, when the settings are validated, select Save.

Remote Workstation Installation1. In the Server Name dropdown menu, enter the IP address of your

SQL Server. Make sure the Use Trusted Connection checkbox is unchecked.

2. Enter the User Name and Password of your remote user login.3. Select the Options button, and choose your main M.O.M. company

SQL Server Login



database in the Database drop down menu.4. In the Connection for MOM Database screen, enter your Windows

User ID and Password.5. Select Test Connection, when the settings are validated, select

Save.

XL User SetupAll of the Windows Users that have a Workstation Install must have security roles setup in the SQL server before they can access M.O.M. XL. To setup these users;

1. Open the SQL Server Enterprise Manager2. Select the server that contains the M.O.M. database.3. Open the Security folder.4. Select Logins

5. To create a user login name

Click On: ActionNew Login...

SQL EnterpriseManager



6. For Users with Adminstrative Rights:

æ Note: This option grants the ability to:

Reindex the M.O.M. system.

Publish to a SiteLINK store.

Create multiple M.O.M. companies.

Update the M.O.M. program.

Update Shipping Related files.

Select the Server Roles tab and check the option System Administrators. Then select the Database Access tab and check the MailOrderManager table, and the MOMSHARE table under the list of Databases. Finally under the list of Permissions check Public, db_owner, and MOM UserRole.

è Hint: Users of the Multi-Company Controller Module must select all of the databases that contain M.O.M. companies.

7. For Basic Order Entry and Order Processing Users:Select the Database Access tab and check the MailOrderManager table, and the MOMSHARE table under the list of Databases. Finally under the list of Permissions check Public and MOM UserRole.

New SQL UserScreen



Finalizing ConversionTo finalize the conversion process, you must reindex your M.O.M. 6.0 system. 1. Open M.O.M. by clicking on:

æ XL Users Note: If you recieve a prompt stating a prompt ' Do you want to check your database for any new objects of MOM 600 build?' Select Yes.

2. From the Main M.O.M. Menu:

Click on: File MenuReindex System Files

3. Select Include All.4. Check the option(s): Enterprise Users: Perform Additional Checks for Data Integrity.

XL Users: Perform Data Integrity Checks on this Database and

Create New/Missing Database Tables,Columns, Stored

Procedures Required by M.O.M.

5. Select Reindex then select OK.6. Exit M.O.M.

çMulti-Company UsersEach company must be opened and reindexed individually to ensure that the update is properly applied.1. Open M.O.M. by clicking on:

2. Choose your first company from the list.3. Reindex the company.4. Exit out of M.O.M.5. Open the next company on the list.6. Repeat this operation until all companies have been opened and



reindexed.

çSiteLINK UsersSiteLINK Users should publish their complete files after upgrading to 6.0.

1. Open M.O.M. by clicking on:

2. Navigate to the SiteLINK Store Publisher,

Click On: OptionsSiteLINKPublish Store Data

3. Enter your credentials in the Web Service Settings tab.4. Select the SiteLINK tab.5. Check the options All Files and Send Complete Files.6. To publish, select Update SiteLINK.7. Select OK on the Publish Summary screen and select Close on the

Store Publisher screen.

M.O.M. Auto UpdateWith M.O.M. correctly installed throughout your network. The final task is to get the latest version of M.O.M. 6.0 installed on each computer. With the Auto Update feature, this is a very easy task. You just need to specify the path where the momwin folder is located M.O.M. will take care of the rest.

ç Warning! If you are using the Mapped Drive setup for your workstations you must keep in mind that all MAPPED DRIVES MUST BE THE SAME on each workstation for the Auto Update feature to work. For example; if z:\ is the drive that contains the momwin folder on one station, all other stations must be setup with z:\ as the mom location.



1. Open M.O.M. by clicking on:

2. Select the Auto Update Option,

Click On: HelpMOM Auto Update

3. Click on the

4. Choose either UNC or Mapped Drive. Follow the same path that you used for the workstation install.

5. Once in the momwin folder, click the Make New Folder button.6. Name the new folder “Update”, then click OK.7. Select an Update Option.

æ Note: The option Use MOM Auto Update & Notify of New Downloads is the recommended selection.

8. Then update you M.O.M. system.

Click on:

9. Follow the steps for updating. Then exit and return to M.O.M. to apply the update.

MOM Auto Update



Post InstallationAfter completing these tasks, please store the M.O.M. CD’s in a safe place. Dydacomp charges a replacement fee for lost or damaged M.O.M. System CD’s. As always, be sure to frequently backup your M.O.M. system to a safe and easily accessible media.


dydacomp's multichannel order manager 6.0 workstation install guide

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