System Manager Setup Guide - Revision history

LNICOLOSI: /* Hosted vs. Non-Hosted Installations */

2025-04-03T19:17:10Z

‎Hosted vs. Non-Hosted Installations

2025-04-03T19:16:10Z

‎Hosted vs. Non-Hosted Installations

2021-12-21T16:18:17Z

2021-03-18T19:26:40Z

2021-02-01T22:01:41Z

2020-10-20T14:53:28Z

2020-03-17T14:18:28Z

2020-03-17T14:17:55Z

2019-02-07T14:53:19Z

2019-01-04T17:29:22Z

‎Import CID Items

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 *When creating the ‘Install Adjutant Desktop’ ticket for Development to create the CID and database structure, indicate the CID name (used for SQL and ODBC) and which MASTER CID should be used to create the installation.
-**Create the '6.4.4 Install Adj 2020' task on the 1st of the month after the Needs Analysis is complete because when that task is completed it fires a route to start recurring monthly invoices for licensing.
+*Create the '6.4.4 Install Adj 2020' task on the 1st of the month after the Needs Analysis is complete because when that task is completed it fires a route to start recurring monthly invoices for licensing.
 '''Non-Hosted Installations'''
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 The process and flow of non-hosted installations varies greatly from one to the next.  Once you have a reliable connection and Adjutant is running without database errors, you can proceed with setup.
 ===Notes on CID Initial Setup (Copied from MASTER vs. other methods)===

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 *For hosted customers, Development will generally determine which server is used.
 *When creating the ‘Install Adjutant Desktop’ ticket for Development to create the CID and database structure, indicate the CID name (used for SQL and ODBC) and which MASTER CID should be used to create the installation.
 '''Non-Hosted Installations'''
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 Coordinate the Adjutant installation and remote access privileges with the customer and ABIS Development resources as needed. We will need solid, reliable access to the customer's server for setup and support in the form of a dedicated, licensed RDP account, or a dedicated VPN account for remote access.  We should not allow any remote access solutions that are temporary, unlicensed, free-ware, trial periods, shared remote connections that may be unavailable because someone logged out for the day, or anything that requires us to pretend we are students. Escalate to your supervisor immediately if the customer is unable to provide secure, licensed remote access to their server.
 The process and flow of non-hosted installations varies greatly from one to the next.  Once you have a reliable connection and Adjutant is running without database errors, you can proceed with setup.
 ===Notes on CID Initial Setup (Copied from MASTER vs. other methods)===

← Older revision		Revision as of 16:18, 21 December 2021
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	*Click on ‘Disconnect and Exit’ once the process completes.		*Click on ‘Disconnect and Exit’ once the process completes.

		+
		+	==Review System Functionality==
		+
		+	Once all core system setup has been completed, perform the following system functionality tests. Some of these will require additional setup in other areas in order to create transactions and report data for testing. Work through each associated setup guide to complete the required setup and verify that each area below is functioning as expected in the new server setup.
		+
		+	* Verify that reports can be previewed
		+	* Verify that drilldowns work, this uses an HTML viewer different than previewing a regular report
		+	* Verify that the doc vaults are accessible
		+	* Verify that printing is working
		+	* Verify that both outbound/inbound emailing are working

← Older revision		Revision as of 19:26, 18 March 2021
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	*Not all file paths are used. Generally, the first six fields are used.		*Not all file paths are used. Generally, the first six fields are used.
	*If these folders are not accessible, Adjutant will display a warning message at login.		*If these folders are not accessible, Adjutant will display a warning message at login.
		+	*The 'Mail Link' path should contain the full UNC path info (rather than just a drive letter) because mail service functions require the full server path.

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 ==Verify the Licensed User Counts==
-Review the License Status screen and confirm that the values in the License column match the number of licensed users on the contract.
+Review the License Status screen for the new CID and confirm that the values in the License column match the number of licensed users on the contract.
-−
 [[File:LicenseStatus.png]]

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 **FCINV – Finance Charge Invoice, must access ‘Generate Finance Charges’ screen to create this record.
 **INVNO – AR Invoice
-**LOTNO – Serial/Lot Number, only used when POAUTOLOT option is set, otherwise, lot numbers are manually enetered
+**LOTNO – Serial/Lot Number, only used when POAUTOLOT option is set, otherwise, lot numbers are manually entered. '''RARE''' - Make sure the customer's item codes do not overlap with the LOTNO counter values. Lot numbers and Item code numbers should never overlap.
 **MSN – Project Number, prefix can be set by project type in PROJTYPE rule
 **PONO – Purchase Order Number

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 *Once this step completes, answer ‘Yes’ to update the Help Database.
 *Click on ‘Disconnect and Exit’ once the process completes.
 ==Set up User Records==

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 ==Set up User Records==
--	Under construction -
+Setting up User Records and providing the customer with user credentials should take top priority once the core system is set up and accessible. User in Adjutant details and all of the appropriate named user license flags should be set up as soon as possible once the core system setup items have been completed. User licenses are generally billed from the very beginning of the implementation, so customers should be able to access the system as soon as it is available. Setting up user records immediately avoids a situation where customers are being billed for user licenses that they are unable to use.
 [[Category:Setup Guides]]
 [[Category:System Manager]]

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

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 This screen allows users to set the desired system setup options that control the way applications, features, and fields behave in Adjutant.
 Edit the screen to select or unselect options as needed.
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 *A copy of the ‘cid_items_new.xls’ file can be found in the \Data Files\Items folder of the Adjutant directory (if copied from MASTER), or a copy can be found in the Implementation Files folder on the FTP.
-*Edit the file and update the HeldFor, WHSE, and OwnerID values so they match your environment. Save the file as a Microsoft Excel 5.0/95 Workbook.
+*Edit the file and update the HeldFor, WHSE, and OwnerID values so they match your environment. Save the file as a Microsoft Excel 5.0/95 Workbook. Or, you can leave the XLS file fields blank and use the Default Whse, Owner, and HeldFor fields on the Item Import screen to set the OHF values.
 ==Review and Update Rule Maintenance Records==