Note: DO NOT ADD ADDITIONAL LOCATIONS UNTIL SANDRA GIVES THE OK!

Check These Off

1. Initial Call to the Customer:

a. Introduce Yourself        

b. Request building/system layout Diagram

c. Find out if the company uses a CASH or ACCRUED system of accounting.

CASH?

ACCRUED?

d. Fax the chart of Accounts to the customer for Approval. Make sure they SIGN it and fax it back signed.

Done

Not Done

e. Confirm Installation Date:

f. Confirm Existing Hardware:

g. If not our lease then confirm with owner that you will be picking up the check amount, the last day of the install.

h. Airport Location/Direction

i. Hotel Accommodations

(Have them fax a list of Hotels)

j. Will they use all modules? Discuss items to prepare.

YES

No

Accounts Receivable

Accounts Payable        

General Ledger

Payroll

(Be sure you know who the accountant will be and that they need to schedule training time with you.  Make sure they have GL knowledge or recommend they not use the GL yet.)

2. Discuss cable installation and confirm an electrician has made an electricity check on the building or office structure.  CONFIRM that the cable has been run through the store.  Explain that it is the customer’s responsibility to have this finished by your arrival.  If they are using Frame Relay, explain to the customer that they are fully responsible to be sure the NI has been installed and the extra cabling run if any.  If additional cabling needs to be run, again, inform them that they are responsible to have this finished by your arrival.  Explain to hem that if they are unable to complete this by the installation date, that it will cost them more installation time and another plane ticket for you to fly back out – you will not be staying extra days.

3. Setups:

a. Load Chart of Accounts (Use the Word docs “General Ledger…CASH BASIS or ACCRUED BASIS) to setup the account format.

b. Enter and Update the following Setups. (Be sure to check with the customer if you need more information.  Use the WORD documents on General Ledger…ACCRUED OR CASH BASIS to enter setups correctly.

Done

Not Done

Financial Reports

Accounts Receivable

Accounts Payable

General Ledger

POS Defaults and Comments

Holiday Table

Payroll Tax Tables

c. Verify Tax Tables: (Be sure to receive all payroll information and a  state tax table circular E. for this setup.  Enter this in PRODUCTION as well as the C.XXX account you are in.)

Federal Tax Table

State Tax Table

City Tax Table

Other Tax Table

Note: Tax Tables created in Production can be seen by going into TCL in your account and typing SORT TAX.TABLE and hit <ENTER>.  You will be able to see the name of the table and just enter it into the setup and then resave it.  This way the tables we have are already created and you do not have to recreate them.  If you are creating a new table be sure to put it into the Production account as a backup.

4. Be sure to check the POS ticket to see if we are responsible for programming their forms; Look for PERF.PROGRAMMING on the Pick Ticket.  Make sure they are for the correct type of printer: Laser or Tractor Fed.  Check one week prior to the install to see if they have decided to have further or extra programming done.

YES

NO

CHANGE?

Invoices

Statements

AP Checks        

Payroll Checks

5. Create and Fax a Custom Training Schedule designed for the Customer.  This must be done at lest one to two weeks before the install. Be sure to inform them that you will train each module only one time.  The customer is responsible to train others who do not attend the meetings or are unable to attend.

6. Receive Airline Tickets and confirm dates and arrival times on the tickets.

7. Make sure, at least 4 days before going on the install, that all hardware has arrived at the location.  If it has not arrived, you are responsible for following this up with the shipping department. Work with the Tech Department on what, and where, hardware is being distributed. Compare his Pick Ticket/s with yours and verify that they are the same.

Done

Not Done

8. If SYSTECH is being installed add NativeCOM on server while it is here.

9. Return the Installer Checklist to the Installation Coordinator on the day before Install.

10. If using Routers have ports 5800, 5900, 8000-8020, 515 and 1598 open. Inform the router installer of this if it is not Perfection

11. 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.

(PERF2K\FILES\SUPPORT DOCUMENTS\INSTALLATION HOW TO DOC) as well as the D3NT Documents (PERF2K\FILES\SUPPORT DOCUMENTS>D3NT…)

12. IP Address schemes are as follows: 10.1.1.x for Loc1, 10.2.1.x for Loc2 and 10.3.1.x for Loc3.

Checked?

1. Log to the DM account

2. Determine Media to use – Current Standard is CD-R.

3. T-SELECT <ENTER>  (Choose proper Pseudo Drive, normally tape 5 – you will be creating a pseudo floppy for the account save.  The file will be called PM.AS in Saves folder on our Server.)

4. T-REW <ENTER>

5. ACCOUNT-SAVE XXX <ENTER> (XXX is the name of the account, like C.SATA)

6. T-REW <ENTER>

7. T-VERIFY (A  <ENTER>   (BE SURE it verifies; if it does not make another)

8. T-REW <ENTER>

Note: If there is more than one data account, you need to make another tape in the same fashion for the second account.

9. Copy File to PC with CD burner after its creation.

Done?

Yes

No

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

2. Print out all support sheets for the customer

3. If Custom Programming is involved, talk to the Programmer on how to transfer program(s) to the customer’s PM account when you are on site.

4. Double Check to make sure all setup files have been completed thoroughly.

Done?

Yes

No

1. Have the customer call HP if they have bought one of their servers, to register with them. 1-800-544-9976.

2. Check to see if anyone is dialing in from home, or from another office. If so, they must have dial-up networking installed – this is up to them, not us. But make sure that you explain how dial up networking works (they first setup and use dial up network to get into the Server then open Accuterm and create a telnet session to PM). If the site is multi location and is accessed through the Internet then all they would need to do is connected to the internet and create a telnet session in Accuterm.

3. While the computer is still off, make sure all the cards and cables are seated properly in the machine.  Yes, you will have to remove the case to do this.  During this time, show the customer how to reseat a card and check cables.

4. Connect the monitor, keyboard, mouse, wires etc. on the main machine and then boot it up.  Note: If the machine does not boot, check the black switch on the back to make sure it is turned on.

5. VERY IMPORTANT – Load Data CD first as PM (Get instructions if there is more than one account.)

a. Log on to Accuterm.

b. DM <ENTER> DM <ENTER>

c. Insert the Data CD and create a dev-make to PM.AS on the CD Rom drive. Select the number and do T-REW.

d. ACCOUNT-RESTORE PM (Z <ENTER>

e. Account name on CD XXX   (Example, C.SATA)

f. Restore from incremental? Restore from transaction log?

N – both times.

*BE SURE TO LOGOFF AND BACK ON INTO DM

g. When this is done, do UPDATE-MD PM <ENTER>  (The account name could be different due to multiple locs.)

h. Create user ID from each account name? N = NO.

i. Enter File Name: Hit <ENTER>

j. If you have an upgrade CD with you, skip doing the Build.Files – the upgrade will do this. Go to the next section.

k. Type TO PM <ENTER>  (Or type name of loc.)

l. Type BUILD.FILES <ENTER>

*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

6. Install Upgrade CD (skip if the current version of software is already on the server.)

a. Log to the DM account and create the Pseudo floppy by typing: DEV-MAKE –T Tape –A “<ENTER>:\PMPROGRAMS.UPG,P”

(NOTE: Do not add this to the coldstart. It should be there already.)

b. Type T-SELECT <ENTER> and choose the newly created Pseudo floppy.

c. Type T-REW <ENTER> and then T-LOAD MD (O   (“o” as in onion)

d. Type in UPGRADE.PM <ENTER> and press <ENTER> to accept PM. (Or name of loc.)

e. When it logs you off, log back on with DM <ENTER> and then PM <ENTER>

7. Other Setups:

a. Use the D3NT Backup Document to set the backup and check all settings.

b. Plug in the Battery Backup and allow it to charge up for 2 days.  Remove the piece of tape covering the switch and turn it on.  Be sure to explain how the UPS works, it only lasts for 10 to 15 minutes and giving you enough time to finish what you are doing and shutdown the system. 

c. Setup the hardware.  Test the OKI printers by doing a self test with invoices, statements and checks.  Be sure to put all the manuals and documents in one box for the customer.

NOTE: Hardware must be up and running the first 2 days.

d. Use the D3NT – Sample User-Coldstart document, and update the Coldstart for all terminals, PC’s and printers.  Rename the dev-make NTPRINTER and delete the extra telnet sessions in the coldstart.

e. If this is a multiple location and multiple account installation, you need to setup their ability to see QOH in the other stores and accounts.  Go into TCL in each account and type in U MASTER PM.OTHER.CO and hit enter.  On each line enter the name of the other accounts they have.  For instance, if there are 3 accounts, C.MOE, C.LARRY and C.CURLY, then go into C.MOE first, type in the command, and when the first line appears type in C.CURLY and hit enter the type in C.LARRY and hit enter then CNTRL-XF to save and file.  Then go into C.LARRY and do the same thing but put in C.MOE and C.CURLY, etc.  The item should look like this:

:u master pm.other.co                             

master  'pm.other.co' NEW ITEM

01 C.Curly

02 C.Larry

File and save each entry in each account so that in each account you will be able to see the other account’s QOH.  This program was created so that the other accounts could see the QOH for the different store in Inventory Inquiry.

f. Format and label the six backup tapes

g. Run the file save to make sure you are getting an error-free backup.  Leave a sample copy of the printout with the customer.

h. Call perfection and have someone dial into the modem to test it.

i. Label cables and monitors with their port numbers.

j. Make a diagram of the store in the Black Book with all relevant devices, locations, and port numbers for Visio.

k. Add all PICK user IDs.  In TCL do ADD.USER <ENTER> and respond to prompts.

Done?

Yes

No

8. Train the customers on the system.

Day 1 – setup hardware and train POS for 2 hours after the store closes.

Day 2 – Train Inventory, Purchasing and Receiving.

Day 3 – Accounts Receivable and Accounts Payable (Be sure to go over end of day and month procedures.) Go LIVE. (Use the Word doc, “Going Live on an Install”.

Day 4 – Train Sales Management, Payroll, and GL.

Day 5 – Train System Management with Owner or Manager for confirmation of setups and system security.

Map a drive from one machine to the other as the S: drive for SAVES.  Make sure they have enough hard drive space (they will need a 20 gig drive or higher for space.) 

U DOS:C:/BACKUP.BAT                Use this to view the backup.bat in TCL

For copying:

01 DEL S:\FS.BACK3                        

02 REN S:\FS.BACK2 FS.BACK3

03 REN S:\FS.BACK1 FS.BACK2

04 COPY C:\SAVES\FS S:\

05 REN S:\FS FS.BACK1

06 DEL C:\SAVES\FS.BACK3                        

07 REN C:\SAVES\FS.BACK2 FS.BACK3

08 REN C:\SAVES\FS.BACK1 FS.BACK2

09 COPY C:\SAVES\FS C:\SAVES\FS.BACK1

mkdir c:\oldlogs

move /y "c:\Documents and Settings\administrator\Local Settings\Application Data\Microsoft\Windows NT\NTbackup\Data\backup*.log" c:\oldlogs

ntbackup backup systemstate C:\ /m normal /l:s /v:yes /hc:on /p "QIC" /um

copy "c:\Documents and Settings\administrator\Local Settings\Application Data\Microsoft\Windows NT\NTbackup\Data\backup*.log" c:\WINNT\BACKUP.LOG /y

C:\PRINTLOG.BAT

*Note if a Compaq Server using VXA Tape Drive is sold the above backup process will not be used. Retrospect Express will be setup and use the setup doc in support.

Final Considerations Before Leaving:

Be sure to talk to the customer about Vendor Demos and the document to read on this.

9. Fill out the Installer Computer Setup Checklist completely.  Be sure all the black book is filled out.

10. Have the Software agreement signed at the end of the installation.

11. If it is a Lease then call the salesperson for instructions on giving serial numbers and getting the request for the payment two days before you leave.

12. Pickup the check for Airfare, Freight, and the balance of the invoices if this is not a lease.

13. Be sure to check and see if all labels with our phone numbers have been placed on devices.

14. Be sure to bring back all papers in the black book unless there is a note on it to leave with the customer.

15. Reboot the Server to be sure everything is working right in the Coldstart.

16. Test the Battery Backup to be sure it is working.

Device Name

Loc

Port#

Systech

Telnet

Patch#

Baud Rate

IP Address

Printer Name

Loc

Port#

Systech

Printer#

Patch#

Baud Rate

Share Name

Done?

Yes

No

1. Place check for airfare, freight and invoices in Carol’s box (unless she is on vacation then give directly to Eric).

2. Turn in completed Black book to Tech Support Manager’s Desk.

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

4. Return Bonus Day request form (if applicable on a 6 day install or longer) and Bonus form to Support Manager.  (Commission is figured this way: If you did not get all 5’s, then double the total of your score from the questionnaire, and then multiply it by 4%.)

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

7. E-mail Support Manager so they can update Customer Comments with Dialup and Server IP info.