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Workstation Install Guide for Mail Order Manager 6.

Workstation Install Guide for

Mail Order Manager 6.0

Workstation Install Requirements


The following items are required before proceeding with the
conversion to M.O.M. 6.0.
Mail Order Manager 6.0 Enterprise, XL, or SOHO Editions.
PC running Windows 2000, XP, or Vista with a minimum of 256MB
of RAM.

Workstation Installation
1. Insert the MOM 6.0 CD into your CD-ROM Drive.
2. If you have autoplay enabled you should see the System Installation
Menu.
3. From the System Installation Menu choose Install Products. If the
System Installation screen does not display, open your Windows
Start Menu and choose Run then d:\Workstn\Disk1\setup.exe
where d:\ is the letter representing your CD-ROM drive. Then skip
step 5 and 6.
4. Select Workstation Install. Click Next untill you reach the screen
displayed below.

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Mail Order Manager 6.0 Workstation Install Guide

5. Make sure the “Typical” installation type is selected.


6. When prompted to choose a directory, it is highly recommended to
leave the settings as is. M.O.M. will create a folder on each
individual workstation.

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Workstation Install Guide for Mail Order Manager 6.0

7. Once the installation is complete click finish.

8. You will then be presented with a message to verify your database


type. If you are a M.O.M. XL user, choose Yes then skip to page 6,
M.O.M. Enterprise and SOHO User choose No then move on to
page 4.

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Mail Order Manager 6.0 Workstation Install Guide

M.O.M. Enterprise & SOHO Workstation Setup

momwin Folder Location


The location of the momwin folder depends entirely upon the setup of
your network. Each workstation, must be setup exactly the same way,
even if a workstation is also the MOM server. This becomes very
important when using the M.O.M. Auto Update feature that is covered
later in this guide.

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Workstation Install Guide for Mail Order Manager 6.0

UNC (Universal Naming Convention) Setup


This is the recommended setup. It avoids any issues with Workstations
that are not setup consistently. It uses the “Name” of the server on the
network to find it, which does not change from station to station like a
Mapped Network Drive can.

1. After the Verify Database message, the workstation installer will


prompt you to locate the Momdata.dbc file. This is located within
the momwin folder on your network.
2. Click on the My Network Places button, then select Entire
Network.
3. Depending on your network setup, you may have to select a
Network Type, and a Domain or Workgroup which is simply the
group of computers that your M.O.M. server is a member of.
4. Select your M.O.M. server, then select the momwin folder.
5. Select momdata.dbc
6. Skip to page 9.
æ Note: If you require assistance properly setting up and navigating
through your network, consult a Windows Networking
professional. Since each network is different; Dydacomp Technical
Support cannot assist with network setup or navigation.

Mapped Network Drive Setup

ç IMPORTANT
Warning! If you are using a mapped network drive, it is VERY
that every Workstation use the same mapped drive
letter and mapped location, consult a Windows Networking
Specialist if you require assistance.

1. After the Verify Database message, the workstation installler will


prompt you to locate the Momdata.dbc file. This is located within
the momwin folder on your network.
2. Click on My Computer, Then select the mapped drive that is
pointing to your M.O.M. server.

æ Note: You may either be in the folder that contains the momwin
folder, or you may already be in the momwin folder. This is
dependant on how the drive was mapped.
3. Select momdata.dbc
4. Skip to page 9.

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Mail Order Manager 6.0 Workstation Install Guide

M.O.M. XL Workstation Setup

Local Workstation Setup

1. After the verify database message, the installer will ask if you wish to
have a trusted connection to SQL. Choose Yes.
2. In the Server Name dropdown menu, choose your SQL Server, then
check the Use Trusted Connection checkbox.
3. Select the Options button, and choose your main M.O.M. company
database in the Database drop down menu.

SQL Server Login

4. In the Connection for MOM Database screen, enter your Windows


User ID and Password.
5. Select Test Connection, when the settings are validated, select
Save.

Remote Workstation Installation


1. In the Server Name dropdown menu, enter the IP address of your
SQL Server. Make sure the Use Trusted Connection checkbox is
unchecked.
2. Enter the User Name and Password of your remote user login.
3. Select the Options button, and choose your main M.O.M. company

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Workstation Install Guide for Mail Order Manager 6.0

database in the Database drop down menu.


4. In the Connection for MOM Database screen, enter your Windows
User ID and Password.
5. Select Test Connection, when the settings are validated, select
Save.

XL User Setup
All of the Windows Users that have a Workstation Install must have
security roles setup in the SQL server before they can access M.O.M.
XL. To setup these users;

1. Open the SQL Server Enterprise Manager


2. Select the server that contains the M.O.M. database.
3. Open the Security folder.
4. Select Logins

SQL Enterprise
Manager

5. To create a user login name


Click On: Action
New Login...

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Mail Order Manager 6.0 Workstation Install Guide

New SQL User


Screen

6. For Users with Adminstrative Rights:


æ Note: This option grants the ability to:
Reindex the M.O.M. system.
Publish to a SiteLINK store.
Create multiple M.O.M. companies.
Update the M.O.M. program.
Update Shipping Related files.
Select the Server Roles tab and check the option System
Administrators. Then select the Database Access tab and check
the MailOrderManager table, and the MOMSHARE table under the list
of Databases. Finally under the list of Permissions check Public,
db_owner, and MOM UserRole.

è Hint: Users of the Multi-Company Controller Module must select all


of the databases that contain M.O.M. companies.

7. For Basic Order Entry and Order Processing Users:


Select the Database Access tab and check the MailOrderManager
table, and the MOMSHARE table under the list of Databases. Finally
under the list of Permissions check Public and MOM UserRole.

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Workstation Install Guide for Mail Order Manager 6.0

Finalizing Conversion
To finalize the conversion process, you must reindex your M.O.M. 6.0
system.
1. Open M.O.M. by clicking on:

æ want
XL Users Note: If you recieve a prompt stating a prompt ' Do you
to check your database for any new objects of MOM 600
build?' Select Yes.
2. From the Main M.O.M. Menu:
Click on: File Menu
Reindex System Files
3. Select Include All.
4. Check the option(s):
Enterprise Users: Perform Additional Checks for Data Integrity.
XL Users: Perform Data Integrity Checks on this Database and
Create New/Missing Database Tables,Columns, Stored
Procedures Required by M.O.M.
5. Select Reindex then select OK.
6. Exit M.O.M.

çMulti-Company Users
Each company must be opened and reindexed individually to ensure
that the update is properly applied.
1. Open M.O.M. by clicking on:

2. Choose your first company from the list.


3. Reindex the company.
4. Exit out of M.O.M.
5. Open the next company on the list.
6. Repeat this operation until all companies have been opened and
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Mail Order Manager 6.0 Workstation Install Guide

reindexed.

çSiteLINK Users
SiteLINK Users should publish their complete files after upgrading to
6.0.

1. Open M.O.M. by clicking on:

2. Navigate to the SiteLINK Store Publisher,


Click On: Options
SiteLINK
Publish Store Data
3. Enter your credentials in the Web Service Settings tab.
4. Select the SiteLINK tab.
5. Check the options All Files and Send Complete Files.
6. To publish, select Update SiteLINK.
7. Select OK on the Publish Summary screen and select Close on the
Store Publisher screen.

M.O.M. Auto Update


With M.O.M. correctly installed throughout your network. The final
task is to get the latest version of M.O.M. 6.0 installed on each
computer. With the Auto Update feature, this is a very easy task. You
just need to specify the path where the momwin folder is located
M.O.M. will take care of the rest.

ç workstations
Warning! If you are using the Mapped Drive setup for your
you must keep in mind that all MAPPED DRIVES
MUST BE THE SAME on each workstation for the Auto Update
feature to work. For example; if z:\ is the drive that contains the
momwin folder on one station, all other stations must be setup with
z:\ as the mom location.

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Workstation Install Guide for Mail Order Manager 6.0

1. Open M.O.M. by clicking on:

2. Select the Auto Update Option,


Click On: Help
MOM Auto Update

MOM Auto Update

3. Click on the
4. Choose either UNC or Mapped Drive. Follow the same path that
you used for the workstation install.
5. Once in the momwin folder, click the Make New Folder button.
6. Name the new folder “Update”, then click OK.
7. Select an Update Option.
æ Downloads
Note: The option Use MOM Auto Update & Notify of New
is the recommended selection.
8. Then update you M.O.M. system.

Click on:
9. Follow the steps for updating. Then exit and return to M.O.M. to
apply the update.

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Mail Order Manager 6.0 Workstation Install Guide

Post Installation
After completing these tasks, please store the M.O.M. CD’s in a safe
place. Dydacomp charges a replacement fee for lost or damaged
M.O.M. System CD’s. As always, be sure to frequently backup your
M.O.M. system to a safe and easily accessible media.

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