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ElsaWin Installation Instructions

Instructions for initial


installation of ElsaWin 4.00

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ElsaWin Installation Instructions

Contents
1. Requirements .................................................................................................................. 3
2. Installing ElsaWin............................................................................................................. 4
3. Setting up DC/Importer number and dealership number................................................ 17
4. Creating/deleting a new user ......................................................................................... 21
5. Code query .................................................................................................................... 27
6. Elsa configuration, link-up to order system .................................................................... 29
7. HST Online configuration ............................................................................................... 31
8. Client installation ............................................................................................................ 34
9. Requirements for Mobile ElsaWin .................................................................................. 38
10. Installing Mobile ElsaWin ............................................................................................. 38

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ElsaWin Installation Instructions

1. Requirements
Note:

Make sure that all clients are logged off from the server during
the installation (unless you want to perform a stand-alone
installation).

Only the system administrator can perform the installation.


Before starting the installation, log on to the system with your
administrator authorisation.
When installing the program on Windows 7 or Windows Server
2008 R2 operating systems, the option "Perform as
administrator" must be activated when starting the installation
program.
Please observe the supplementary instructions
"Installing Adobe SVG plugin with Windows 7".

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ElsaWin Installation Instructions

2. Installing ElsaWin
Please log on to the server with your administrator authorisation.
Insert the "ElsaWin disk1_voll" disc into the CD drive and perform the following steps:
Open the Windows Explorer.
Select your CD drive in the Explorer tree on the left side.
In the right window of the Explorer, double click on Elsa_40_Voll_Setup.exe to start the program.

When installing the program on Windows 7 or Windows Server 2008 R2


operating systems, the option "Perform as administrator" must be activated
when starting the installation program.
Open the Windows Explorer.
Select "R:\Elsa_40_Voll_Setup.exe (R:\ = your CD drive). Right click on "Perform as
administrator".

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ElsaWin Installation Instructions

Select the language for


the installation.

Click on "OK".

Click on "Next".

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ElsaWin Installation Instructions

Fill in the fields with the


corresponding
information. If
necessary, you can
obtain the serial number
from the support.

Click on "Next".

Check
that
the
information entered is
correct.

Confirm this by clicking


on "Yes".

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Select the desired


reference medium.

Tick the box if you


would like to install BBGate.

If necessary, change
the default installation
folder.

Then click on "Next".

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ElsaWin Installation Instructions

Select your language.

Click on "Next".

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ElsaWin Installation Instructions

Select the target folder


manually if necessary.

E:\apps\elsaWin

Click on "Next".

Default target folder:


E:\APPS\ElsaWin

This window does not appear for updates.


This window also does not appear if the folders
"E:\APPS",
"E:\VWLOG",
"D:\VWCMD",
"E:\VWINST"
exist on the computer.

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Click on "Next".

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Click on "Install".

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Ask support for final


code and then click
on "OK".

If there is no "Final code", click on "Close".


The code can also be entered directly after the installation in the ElsaWin administration. See p. 24:
"Code query".

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Click on "Next".

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Click on "Finish".

If you have also installed the BBGate service, check whether the following service exists in the DMS
Backbone.
To do so, click on Start > Programs > DMS Backbone > Administration; then click on Services under
Configuration.

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ElsaWin Installation Instructions

If the aforementioned service is listed, you have completed the initial installation of ElsaWin 4.0.

If the OrderService is not listed in the DMS Backbone, you must create it as follows.
Right click on Start and open the Explorer.

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ElsaWin Installation Instructions

In the BBGate installation folder entered during the installation (Default: My Computer > Appl (D): > srv_apps
> bbgate), you will find the file "dmsbb_config_OrderService.cmd". Start it with a double click. This command
must be executed on the computer that DMS Backbone is installed on.
After running the file successfully, please check again whether the service is listed in the DMS Backbone. If it
is not, please contact the support.

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ElsaWin Installation Instructions

3. Setting up DC/Importer number and dealership number


Double click on the icon "ElsaWin Administration" on the desktop.

Double click on "ElsaWin Administration"

Enter the ElsaWin default administrator


name "admin" and the default password
"admin".

Continue with
"OK".

Select the administrator and call up the


menu with a right click.
Click on "Edit user".

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Click on "Dealers".

Enter
the
DC/Importer
number
and
dealership
number.

Confirm your entry by clicking


on "Add".

If you select
"StandardDealer", a prompt
will appear; confirm it by
clicking "Yes".

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Select "Dealer"
and delete it.

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You can now enter more dealerships. When you have finished, click on
"OK".
Warning !
There can only be one standard dealership. As a default, the standard
dealership appears at the top of all drop-down boxes.

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4. Creating/deleting a new user


Double click on the icon "ElsaWin Administration" on the desktop.

Double click on "ElsaWin Administration"

Enter your ElsaWin administrator user


name and the password.

Continue with
"OK".

Setting up a new user account:

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Select the menu "Services"


"Add user".

Fill in the "white" fields with the corresponding information.


The "surname" is also entered in the field for "user name", but it can be edited in the field.
After filling in the field, click on "Next".

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Click on "Next".

Here you can define whether you want the "User" to be the ElsaWin
administrator, e.g. for administering pass packets.

Fill in the fields with the corresponding information. The user cannot change his/her own password.
After filling in the field, click on "Next".

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Enter the DC/Importer number and dealership number.


After filling in the field, click on "Next".
If you have more than one DC/Importer number and/or dealership number, you can assign them to this
user by clicking on "Apply".
Warning !
There can only be one standard dealership. As a default, the standard dealership appears at the top of
all drop-down boxes.

Check that the information


entered is correct.

Click on "Next".

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Confirm by clicking on
"Create".

Confirm by clicking on
"OK".

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Deleting a user:

Select the user and call up the menu with


a right click.
Click on "Delete user".

Confirm by clicking on
"OK".

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5. Code query
Double click on the icon "ElsaWin Administration" on the desktop.

Double click on "ElsaWin Administration"

Enter your ElsaWin administrator user


name and the password.

Continue with
"OK".

Select the menu "Services"


"Code" "Code query".

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Enter the code provided


by the support.
Confirm by clicking on
"OK".

Here you can print the "Code query" or enter a "Final code".
You can obtain the definitive code from the support only.

If you click on "Close" without entering a code, you can use ElsaWin for 30 days after
its installation.

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ElsaWin Installation Instructions

6. Elsa configuration, link-up to order system


Select the following: Start / Settings / Control panel / Elsa configuration.

If necessary, select
DMS Backbone.

Confirm by clicking
on "OK".

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Enter the missing data.

Confirm by clicking on
"Set".

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*Confirm by clicking
on "Apply".

You can also enter more than one dealer number (with company).

7. HST Online configuration


Double click on the icon "ElsaWin Administration" on the desktop.

Double click on "ElsaWin Administration"

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Enter your ElsaWin administrator user


name and the password.

Continue with
"OK".

Click on "Extras" and then on "Info medium


configuration".

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"Automatic switch-over" should be activated in the tab "Configuration HST


Online".

Click on "OK".

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Click on "Services" and then on "End".

8. Client installation
After the server installation, observe the points listed under "1. Requirements" for every ELSA client.

Installation via an existing network


Start the Windows Explorer.
Enter the name of your ElsaWin server computer in the address bar: \\YourElsaServerName
Select the ElsaWin installation folder in the Explorer tree on the left side.
Open the "Client" folder.
In the "Client" folder, double click on Setup.exe to start the program.

When installing the client on Windows 7 or Windows Server 2008 R2 operating


systems, the option "Perform as administrator" must be activated when starting the
installation program.
Open the Windows Explorer. Enter \\YourElsaServerName\YourElsaWinFolder\client in the
address bar and mark Setup.exe. Right click on "Perform as administrator".

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Select the language for


the installation.

Click on "OK".

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Please close all other


programs and click on
"Next"

Your configuration will be shown once more in the following window.

Click on "Install".

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The copying process will then be started.

Click on "Next".

Click on "Finish".

The installation has been completed. Should the system prompt you to restart, please do so.

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ElsaWin Installation Instructions

9. Requirements for Mobile ElsaWin


Users of Mobile ElsaWin installations must have local administrator rights on the mobile device in order for
the switch-over from the client mode to the local server mode to work.

10. Installing Mobile ElsaWin


The following points must be observed regarding the local administrator in order for the automatic switchover to work between a locally installed ElsaWin server (single server with local data storage) and the
ElsaWin network server at the dealership on mobile hardware (notebook).
1. There must be a local ElsaWin server installation with up-to-date DVD data status on the device for
the field staff (notebook).
2. An administrator-user must perform the first client setup of the ElsaWin network server on the mobile
device via the network environment.
3. After initialising the network client setup and restarting the mobile device, and after ending and
restarting ElsaWin, the system will switch over from the locally installed ElsaWin server to the
network ElsaWin server via the dialogue box. Every time the system is called up, it will check
whether there is a network connection with the corresponding ElsaWin network server.
4. If an ElsaWin user wants to use both modes ("Server Mobil" = local server use, and "Client Mobil" =
network server use), this user must be set up in the user management systems of both ElsaWin
servers.
5. If there is no network connection and the current mode is "Client Mobil", the system will start the
client setup of the local server if the prompt "Switch-over Mobile ElsaWin" is confirmed with "Yes."
The system will then log onto the local ElsaWin Server on the mobile device.
6. If there is a network connection and the current mode is "Server Mobil", the system will start the
client setup of the network server automatically when ElsaWin is called up. No dialogue box will
appear.
7. As long as ElsaWin can be used within the dealership network, "Client Mobil" mode with a
connection to the ElsaWin network server should always be used due to the data management and
the use of central queries.
Please also note the handbooks for the mobile devices used.

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