m.o.m. 7i: getting started
DESCRIPTION
This powerpoint offers guidance and information concerning the use of Dydacomp's multichannel order management system: M.O.M. 7i.TRANSCRIPT
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M.O.M. 7IGetting started
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WELCOME! Steps to move forward with M.O.M. 7i
Requirements for M.O.M. 7i
Installation steps for each M.O.M. Version
Upgrading from 6.X
7i Workstation Install
New feature set up
Q&A
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REQUIREMENTS Log all users out of M.O.M before starting the
upgrade Make a full complete back up of M.O.M.
Review the PA-DSS Secure Implementation Guide
Workstation and server recommendations
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REQUIREMENTS Workstation Recommendations
PC running Windows 2000, XP, or Vista with a 2.0 GHz Processor or higher
Minimum 1 GB of RAM Windows Log In with Administrator rights
Server Recommendations Dual Core 2.0 GHz processor Minimum 2 GB of RAM Windows log in with administrator rights 4 times the size of the M.O.M. data folder in free space
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INSTALLATION STEPS New users to M.O.M.
Contact implementation staff
Users on M.O.M. 5.X or lower Recommended to schedule upgrade with support
Users on M.O.M. 6.X Schedule or upgrade on your own to avoid downtime during
business hours Users on M.O.M. XL
If converting to M.O.M. XL, schedule an upgrade If you are currently using M.O.M. XL, schedule or upgrade on
your own to avoid downtime during business hours
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UPGRADING FROM 6.X Load disk in CD-ROM Click Install Products
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UPGRADE FROM 6.X Click Upgrade M.O.M.
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UPGRADE FROM 6.X Click Upgrade M.O.M. 6.0 to 7i
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UPGRADE FROM 6.X Click to upgrade for the correct edition of your
current M.O.M. software
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UPGRADE FROM 6.X The InstallShield Wizard will load Click Next
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UPGRADE FROM 6.X Enter a User Name and Organization Click Next
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UPGRADE FROM 6.X Choose a destination for the installation of the
workstation files HIGHLY recommended to leave the destination to
C:\MOMlocal7
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UPGRADE FROM 6.X Click Install to begin the installation
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UPGRADE FROM 6.X VFP (Visual Fox Pro) M.O.M. edition Select the momdata.dbc file which is found in the
folder that contains the data for M.O.M.
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UPGRADE FROM 6.X XL (SQL) M.O.M. edition Enter the SQL Server and click OK Enter the Windows User ID, password, server and
database. Click Test Connection, when the settings are validated click Save.
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UPGRADE FROM 6.X Click Finish to complete the upgrade
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UPGRADE FROM 6.X New icon to use for opening M.O.M.
Once upgraded, previous workstation installs may be removed
Do not use a previous icon to launch M.O.M.
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UPGRADE FROM 6.X Logging in to M.O.M. you will see boxes indicating
what is being updated When the upgrade is complete, the user id and
password screen will appear for you to log in
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7I WORKSTATION INSTALL Load CD-ROM Click Install Products Workstation Installation can also be found on the
support section of our website
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7I WORKSTATION INSTALL Choose Workstation Install
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7I WORKSTATION INSTALL Choose the correct M.O.M. edition
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7I WORKSTATION INSTALL Click next on the InstallShield
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7I WORKSTATION INSTALL Enter a User Name and Organization Click Next
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7I WORKSTATION INSTALL Choose a destination for the installation of the
workstation files HIGHLY recommended to leave the destination to
C:\MOMlocal7
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7I WORKSTATION INSTALL Click Install to begin the installation
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7I WORKSTATION INSTALL VFP (Visual Fox Pro) M.O.M. edition Select the momdata.dbc file which is found in the
folder that contains the data for M.O.M.
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7I WORKSTATION INSTALL XL (SQL) M.O.M. edition Enter the SQL Server and click OK. Enter the Windows User ID, password, server and
database. Click Test Connection, when the settings are validated click Save.
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7I WORKSTATION INSTALL Click Finish to complete the upgrade
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7I WORKSTATION INSTALL New icon to use for opening M.O.M.
Once upgraded, previous workstation installs may be removed
Do not use a previous icon to launch M.O.M.
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NEW FEATURE SETUP Brief overview of setting up some of the new
features of M.O.M. 7i
Look out for future webinars on each of these topics to explain using the feature and what it does for you
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NEW FEATURE SETUP PCI
Days to retain credit card information sets days for credit card purge
ICCAS Tab of Global Parameters
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NEW FEATURE SETUP QuickBooks
The option to pass transactional information to QuickBooks is in the Accounting tab of Global Parameters
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NEW FEATURE SETUP Gift Cards
Gift Card set up is in the ICCAS tab of Global Parameters
Contact payment processing team for account set up
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NEW FEATURE SETUP Report Builder
Under Options drop down the report builder is set up and launched
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NEW FEATURE SETUP EDI – Electronic Data Interchange
Set up buy and sell path under the Options drop down
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NEW FEATURE SETUP EDI – Electronic Data Interchange
Setup the supplier as an EDI trading partner in the Maintain Suppliers screen under the Product drop down
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NEW FEATURE SETUP EDI – Electronic Data Interchange
Under the Options drop down’s Order Import/Export Module choose Define Settings to create an import file source and format for EDI orders
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Q&A To schedule your M.O.M. 7i upgrade, log into the
help desk from the support section of our website to create a support ticket
support.dydacomp.com Sales
[email protected] 800 858 3666
Support [email protected] 973 237 0300
Payment Processing [email protected]