M.O.M. 7i: Getting Started

This powerpoint offers guidance and information concerning the use of Dydacomp's multichannel order management system: M.O.M. 7i.

1. M.O.M. 7i Getting started

2. 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

3. 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

4. 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

5. 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

6. Upgrading from 6.x Load disk in CD-ROM Click Install Products

7. Upgrade from 6.x Click Upgrade M.O.M.

8. Upgrade from 6.x Click Upgrade M.O.M. 6.0 to 7i

9. Upgrade from 6.x Click to upgrade for the correct edition of your current M.O.M. software

10. Upgrade from 6.x The InstallShield Wizard will load Click Next

11. Upgrade from 6.x Enter a User Name and Organization Click Next

12. Upgrade from 6.x Choose a destination for the installation of the workstation files HIGHLY recommended to leave the destination to C:\MOMlocal7

13. Upgrade from 6.x Click Install to begin the installation

14. 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.

15. 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.

16. Upgrade from 6.x Click Finish to complete the upgrade

17. 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.

18. 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

19. 7i Workstation Install Load CD-ROM Click Install Products Workstation Installation can also be found on the support section of our website

20. 7i Workstation Install Choose Workstation Install

21. 7i Workstation Install Choose the correct M.O.M. edition

22. 7i Workstation Install Click next on the InstallShield

23. 7i Workstation Install Enter a User Name and Organization Click Next

24. 7i Workstation Install Choose a destination for the installation of the workstation files HIGHLY recommended to leave the destination to C:\MOMlocal7

25. 7i Workstation Install Click Install to begin the installation

26. 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.

27. 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.

28. 7i Workstation Install Click Finish to complete the upgrade

29. 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.

30. 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

31. New feature Setup PCI Days to retain credit card information sets days for credit card purge ICCAS Tab of Global Parameters

32. New feature setup QuickBooks The option to pass transactional information to QuickBooks is in the Accounting tab of Global Parameters

33. 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

34. New Feature Setup Report Builder Under Options drop down the report builder is set up and launched

35. New feature Setup EDI – Electronic Data Interchange Set up buy and sell path under the Options drop down

36. 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

37. 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

38. 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]