MASTER CID Copy Guide

Overview

This guide covers the initial CID creation and basic CID Maintenance update process when creating a new CID using a MASTER CID as a template. This guide also covers the additional steps needed to update related system elements after a MASTER CID copy.

This is not a complete guide for System Manager setup. The System Manager Setup Guide should be followed to complete setting up a new CID.

Submit Request to Development

• Open a ticket (Install Adjutant Desktop) to Development to copy the MASTER CID database to the new customer server location. Include all necessary details and instructions for any special circumstances. Send an email with additional information (and copy all team members) if it is too much to fit into the ticket comments.

Verify the CID is Accessible and Create a Shortcut

• Once the ticket is complete, there should be a folder on the server named for the new customer*, with an RDP Desktop shortcut to the new installation. If there is no shortcut available, navigate to the customers folder in the RDP C:\ drive. From the Adjutant sub-folder in the customer’s folder, create a shortcut to the ‘AdjLoaderV9.exe’ file. Copy that shortcut to the RDP Desktop and rename it accordingly.

* For Non-Hosted installations, the Adjutant folder will generally be under an ‘Apps’ folder on one of the server resources. There should still be a C:\ drive location. Confirm with Development which network location the Adjutant software is installed under.

* If you create the shortcut from the C:\ drive location, you don’t get the security warnings that you get if the shortcut points to the network drive location.

Create the New CID Record

• From CID Maintenance, Add the CID details for the new customer. The ‘CID’ value sets the CID name. Saving the record will prompt a ‘Copy Settings From’ screen.

• You will not be able to fill in the MASTER ENT value until after you create the new CID and the new MASTER ENT record.

• Select the following records in the ‘Copy Settings from’ screen and press ‘Copy’. A series of processes will run to create the new CID. Do not interrupt these processes. It usually only takes a minute for hosted customers.
  • Fiscal Calendar
  • System Rules
  • CID Defaults and Setup Options
  • User Security Tokens

• Exit Adjutant and log back in to access the newly created CID.

Update the CSTRING.TXT File

• Locate the CSTRING.TXT file in the Adjutant folder and edit the CID name to match your new CID. This file determines which security method (New vs. Old) is used, among other things.

Create the Master ENT Organization

• Set the CID drop-down to the new customer, and create an Organization for the new company. Match the Organization ID to the CID. Assign the following attributes:
  • Bill To / Ship To / Sold To
  • Inventory Owner
  • Remit To / Sold From

Complete the Initial CID Basic Setup

Complete the following setup items in CID Maintenance.

Update Master ENT

• Update the 'Master ENT' value in CID Maintenance to the newly created Org ID from the previous step.

Set the GL Mask

• The GL Mask in the CID Maintenance - Accounts tab must be updated via SQL with the following QRY
  • Update CID set GLMASK = 'X-XXXX-XX' where CID = 'AAAA' (Set the GL Mask to the desired format using X and – characters. Replace ‘AAAA’ with actual CID)

Complete the GL Accounts / Warehouse / Held For Setup

In order to proceed with the next steps, you must add at least one GL account and a default Warehouse. Ideally, you should import the full chart of accounts at this step. However, If the complete chart of accounts is not available at this point, you can use a temporary GL account that will have to be replaced later.

• Once you have a chart of accounts, or at least one active GL account, add the default Warehouse record.

• The default Warehouse name should match the CID name. In most cases, the ‘Default Location’, ‘Active’, and ‘Production Plant’ checkboxes should be checked. You must complete the blank GL accounts in the ‘Account’ tab in order to save the record. The add process will create a new Organization with a ‘Warehouse Location’ attribute.

• Update the ‘Item Held For Codes (HOLDER) Rule Maintenance record to replace the entry for MASTER with the new customer name and vendor number.

Update the DROPFOLDERS Rule

The DROPFOLDERS rule will have the file path from the MASTER CID. Each rule detail record will need to be updated with the correct file path for the new installation.

• Follow the procedure outlined below (or perform 30 individual edits to paste the right path prefix into each rule detail)
  • In SQL, find the rule header keyno for the DROPFOLDER rule in the new CID (replace CID value)
    • select keyno from rh where name = 'dropfolders' and cid = 'AAAA'

• • In SQL, run the following QRY and export the results (replace rhkeyno value)
    • Select text1, text2 from rd where rhkeyno = ‘####’

• • Open the file from the previous step in Excel, highlight column B and do a Find/Replace to update the file path details in front of the ‘\dropfolders\ . . .’ section (Be sure you have the correct path, including the Adjutant folder)
  • Paste the following concatenate formula in cell C2 and copy down the sheet (replace rhkeyno value)
    • =CONCATENATE("Update rd set text2 = '", B2, "' where Text1 = '", A2, "' and rhkeyno = '####' ")

• • Copy column C into a SQL QRY and hit Run. Confirm that the paths are correct in the rule.

Fix the ABIS _ADMIN record

The hard-coded _ADMIN (or BACKDOOR) security record relies on a Contact record in the primary CID that has a USERID of '_ADMIN'. In order for this record to work properly, it needs to either be repointed to a Contact record in the new CID, or it needs to be recreated entirely.

• Option 1 – Point the ‘_ADMIN’ record from the copied MASTER CID to a new Contact (retains all security overrides from MASTER)
  • Add an ‘Abis Admin’ contact record in the new CID and add the ‘User in Adjutant’ attribute, but click on the X to close the User in Adjutant screen without saving it.
  • In SQL, make a note of the contid for the Abis Admin record in VCONTACT table.
  • In SQL, find the keyno value for the existing _ADMIN Userid (it should be 115)
  • In SQL, run the QRY below and replace the CONTID value for the _ADMIN record, and replace the keyno with the keyno from previous step:
    • update userid set contid = ##### where keyno = ###
  • Exit Adjutant and log back in, and clicking on the Contact button should display your Abis Admin contact.
  • Edit the User in Adjutant record to set the Default CID and Default WHSE values.

• Option 2 – Delete the ‘_ADMIN’ UserID and recreate it
  • In SQL, delete the entire USERID table (it should only contain _ADMIN and any test records from the MASTER CID at this point)
  • Add an ‘Abis Admin’ contact record and assign the ‘User in Adjutant’ attribute.
  • Set the UserID to ‘_ADMIN’ and set the Password to ‘XXXX’ (the password doesn’t matter, it is set elsewhere).
  • Clear the ‘Active User’ flag and any other ‘Named User’ flags. Set the default fields appropriately.
  • Exit Adjutant and log back in, and clicking on the Contact button should display your Abis Admin contact.

Move Email Templates to the New CID

Email Templates are currently not copied in the CID Copy process. They should all exist in the EMAILSETTING SQL table under the MASTER CID.

• Run the following SQL QRY to ‘move’ the MASTER Email Templates to the new CID:
  • update emailsetting set CID = 'AAAA'

Update Form and Report Filenames With the New CID

The MASTER customized forms and Reports should all exist under the Adjutant main folder with ‘MASTER’ in the form name. These will need to be renamed in order to default as the Default Custom form in each application's Message Control screen.

• The FRT/FRX filenames can be renamed in File Explorer to replace ‘MASTER’ with the new CID name.
  • Use the folder search tool and search for *MASTER* to return a list of all files with MASTER in the file name. There may be more than just form files here.
  • Highlight each file, then single-click on the file name to edit the file name. Replace MASTER with the new CID. Do not change any other file name details. TIP – the arrow keys and TAB key will navigate you through each file and keep you in edit mode.
  • These do not all have to be changed at this time. They can be updated as setup proceeds in each module.

Update the Forms Logo File

All MASTER forms are set to use the generic logo file names listed below. Saving the customer's logo in the Adjutant folder with the correct name will automatically pull to each form.

• Replace the default logo files with customer logo files.
  • Save the customer logo in the Adjutant folder as three files:
    • LOGO_SM.BMP (small logo that should not be scaled up)
    • LOGO_MD.BMP (default logo, average size/quality that should scale well on most forms)
    • LOGO_LG.BMP (large logo, only used for custom forms with large logo)
      • The existing files with these names can be deleted or renamed.
  • After changing the logo files, you will need to exit and log back in to see any updates.

Delete the MASTER CID records

The MASTER CID can be deleted at any time after the steps above are complete, but MUST be deleted before customers begin accessing the system.

• MAKE ABSOLUTELY SURE you are in the right RDP and Environment before proceeding.

• From the new CID, run Delete/Change CID, set the CID to MASTER and select ‘Delete CID’ then Process.

• You will see a series of warnings. If you are in the correct environment, proceed.
• Once that completes, run the ‘Remove Orphan Data’ option and Process.

Continue to the System Manager Setup Guide

At this point, the CID should be basically functional, and you can continue with setting up remaining CID Maintenance items and other applications.

http://www.abiscorp.com/faq/index.php?title=System_Manager_Setup_Guide