YES

NO

1. Be sure to use the POS ticket only for checking all relevant hardware:

Is the Hardware correct? Work with the Tech Department on what, and where, hardware is being distributed. Print out a new copy of ticket and compare his Pick Ticket/s with yours and verify that they are the same.

(Check New Hardware against Old hardware and make sure you have enough cables, ends, etc.)

2. Check with Support Manager on how to collect funds.

3. Check to see if install is on site or on the phone?

4. Is there any Extra Training to take into account?        

5. Is there any Custom Programming for SRS to take care of now?        

6. Are they getting a good file?

7. Receive Airline Tickets and Confirm dates and arrival time:

8. Is this a lease?

9. Do you have Hotel Accommodations?

10. Do you have a Rental car?

Check Here

1. Introduce Yourself

2. Confirm install date, arrival & departure time

3. Is there any Additional Training?        

YES

NO

Transfers

Purchasing

Receiving

PO Setup

Create and fax training Schedule (If necessary)

4. Confirm any existing hardware

Type of Terminals

Type of Printers

Muxes and Modems

PC’s

YES

NO

Is Actifax currently installed? Or Will it be installed now?

5. How many accounts are being migrated?

6. What are the names of these accounts?

7. Do they have Desqtop? (This is an account to restore.)

11. Discuss cable & server installation

Who is installing the cable & Phone #?

Expected completion time?

Make sure that all cable is CAT5.

Make sure cable is pinned straight through.

Will they be using Patch cables?        

Make sure outlets & patchboard are labeled

12. Discuss type of Internet.

Frame, DSL, & Cable?

Who is installing?

Expected completion time?

13. Confirm there is a single dedicated line for support modem

DATE:

14. Discuss what will happen during the install including that the installer and at least one other person may have to stay late the first night.

15. If using Routers, be sure to have ports 5800, 5900 open, as well as 515 open for LPR printing.  Inform the router installer of this if it is not Perfection.

16. If using a Linksys router, be sure to the Filter tab and enable MTU and give it a size of 1492.

Also bring back the User ID and password (if any) and all routers.

YES

NO

1. Go into DM and cut and paste the following into WORD :

-    Coldstart (CT MD USER-COLDSTART)

• Printer Listing (LISTPTR)
• Device Listing (T-STAT) *this shows location of File Save & CD ROM drive

2. Go into PM.PROGRAMS and cut and paste the following into WORD :

-    MD Max (CT MD MAX)

3. Go into PM and verify that save file is going to hard drive :

-    File Save Log (FS.RPT) *verify last good file save

4. Go into D3 Activation and record System ID and Users:
5. Go into D3 Device Manager, click on D3NT settings tab and record:

• Total number of Pibs
• Number of Phantoms
• VME Disk Size

* These numbers will need to be duplicated on the new server

6. If customer is adding a new location. Add the location at this time on the old server, using the Adding A New Loc doc.

1. Setup Server as per Server Setup Checklist, D3 Setup & D3 Backup docs.   Do prior to transfer if over the Phone or when you arrive at site if going to location:

Done

Not Done

Install Accuterm        

Install D3

Setup Backup

Test Network

Test backup

Setup RAS (Incoming Connection)

2, Setup & test additional equipment beforehand:

Done

Not Done

Terminal Server(s)

Modem(s)

Hoods

3. Verify date that equipment was shipped to customer (Use the Pick Ticket to go through the items they should have.)

Date:

4. Was equipment sent to multiple locations?

YES

NO

5. Remember that USER-COLDSTART will be restored with SYSFILES (R after PM is restored.

6. Remember to not load PM.PROGRAMS, that will be done with RESTORE-ACCOUNTS.

1. Create a new CD with all documents to take on the upgrade.

Done?

YES

NO

2. Do they need Extra Equipment?

Extra Hoods

Extra Printer Cable

Extra Cat5 Cables

Extension Cable for Power Supply

Drivers for all devices being used

3. If it is a lease then call the salesperson for instructions on giving serial numbers and getting the request for the payment two days prior to the install.

4. Bring hard copies of Backup doc, PM.DESKTOP and ActiveFax.

5. If Compaq workstations are on the ticket, print out a copy of the setup procedures to use on site.

Check Here

1. Introduce yourself to the owner and any employees that you meet.  Get any additional information or instructions at this time.

2. Inspect the area where equipment is being installed.      

Location of the Main Server        

Verify that all devices have a patch cable socket

Note the patch number and describe the location (ie. John’s desk)

****Note: If customer’s server, use D3 & Server Checklist docs to load server.

3. Check and verify that all equipment has arrived

4. Start setting up the Equipment. If you have any problems with equipment then connect HW Tech and he will take care of replacing the device.

****Note: Be sure to put all of the manuals and documents in one box for the customer.****

Terminal Server(s)

Router(s)

Switch(s)

Modem(s)

Other

Plug in the Battery Backup and allow it to charge for 2 days.  Check and make sure that the battery is connected properly on the inside so you may have to open the battery case.

If Customer has purchased his own Server, keep these things in mind:

• Terminal Services can not be loaded
• Operating System can not be 2003 Server for Small Business
• Must setup as a Workgroup and not a Domain

Check Here

1. Have everyone log off the system.  They will be off until the new system is up and running.

2. Do a normal file save on the Old Server and move the FS file to the Saves Folder on the New Server.

3. Log into DM and create a dev-make to the Saves Folder on the new server.

Ex. DEV-MAKE  –T  TAPE  –A  “C:\SAVES\FS,P”

4. Type T-SELECT and select the number that was just created (i.e. t-select 3)

5. Type T-REW and T-READ to verify the FS file is good and it is the current date.

6.Type T-REW then RESTORE-ACCOUNTS <enter> and all accounts that are on this FS file will be restore to the New Server.

*BE SURE TO LOGOFF AND BACK ON INTO DM AFTER THE RESTORE.

7. Now you need to update the accounts.  In DM type UPDATE-MD then hit <enter>. Enter the name of the accounts you will update one at a time. PM, etc. Create user ID from each account name? N = NO. Then hit enter to get out.

8. From PM type BUILD.FILES then hit <ENTER>.

9. After building files, in PM,  then type PM.INDEXES then hit <ENTER>.

Also go into PM.PROGRAMS and a COMPILE.ALL

10. After restoring all accounts, you will need to add the users back manually.

ADD.USER in PM   (*ask customer, something it is not necessary)

11. You must edit the backup files at this time.  Note: See page 4 of the D3NT Backup document

12. U MASTER INDEX.SETUP and enter in seven 8’s.  This is in case there is a problem logging on.

*Note: If D3 7.4.1. You will need to go into PM and do:

        DELETE MD POINTER-FILE

        CF POINTER-FILE 1 37

        U MD PF (clear the attr. that has DM) then Crtl-X F to file

*Type SORT CURL in TCL to verify that Curl is installed and D3 can see it. If not then create the Q-Pointer.   U MD CURL

                                    01 Q

                                    02

                                    03 C:\TECH\CURL

Check Here

1. Copy the Backup files to the New Server and edit them according to the new server. 

2. Call Perfection Software to test the support modem (should be on com1 or internal).

3. Label the six backup tapes (Mon., Tues., etc.) and explain backing up if necessary

4. Label cables and monitors with the port numbers and devices.

5. Make a diagram of the store in the Red Book with all relevant devices, locations, and port numbers. (Make sure to label all the ports, IP addresses and devices before leaving the install).

6. If it is a lease then call the salesperson for instructions on giving serial numbers and getting their quest for the payment two days before you leave.

7. Pick up check for Airfare, Freight and balance on invoices if this is not a lease.

8. Be sure to check and see if all PS stickers with our phone number are placed on Monitors.

10. If SYSTECH installed, load NativeCom on the server.

11. Tape a copy of the Shutdown procedure next to or on the server and go over it a couple of times with the customer.

12. Make sure to leave the following items: Program Request Forms, CDs,

13. Go over this entire checklist again and be sure everything has been accomplished.

14. Be sure to bring back all papers in the Red book unless there is a note on it to leave with the customer. Leave travel itinerary info in book.

Done

Not Done

1. Return check for freight, airfare and invoice to Eric’s box.

2. Return all items on the Extra Parts Ticket to Tech room.

3. Turn in completed Red Book to Tech Support Manager’s Desk.

4. Fill out Bonus Day request form (if applicable on a 6 day or longer install) and Bonus Form to Support Manager. Remind the Support Manager to go over the Questionnaire with the customer to get your Bonus.

5. Fill out expense report (cash receipts are stapled together along with the report; VISA charges are stapled together separately) and leave in Cindy’s box.

6. Update or Create a VISIO layout for site, based on diagram from location.

7. Send e-mail to Support Manager to update Customer Comments with Dialup and Server IP info.

8. If Upgrade is done over the phone and installer is not going out to customer site then send e-mail to SALES, when upgrade is complete.

Device Name

Loc

Port#

Systech

Telnet

Patch#

Baud Rate

IP Address

Printer Name

Loc

Port#

Systech

Printer#

Patch#

Baud Rate

Share Name