converting from spectrum management system to spectrum ng thursday, november 19, 2009, 2:30 –...
TRANSCRIPT
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Converting from Spectrum Management System to
Spectrum NGThursday, November 19, 2009, 2:30 – 3:25p, Cottonwood
Scott Wimberley, Project Manager
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Agenda• Introduction• Project Champion• System Differences• New Modules• Hardware Requirements• Hardware Diagram• Implementation Process• Data Conversion• Preparing for Spectrum
NG• Questions and Answers
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Introduction• Spectrum NG
– Multi-tier, Scalable, Multi-site application
– Microsoft.Net and SQL 2005 64-bit technology
• Hosted vs. Deployed
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You Need A Champion• A Project Manager who will
take charge of all communication and tasks.
• Someone who will work through solutions to implementation scenarios, issues.
• Someone to be responsible at the facility to make sure all transitions operate smoothly, and who has the authority to do so as well.
• Someone who can coordinate the training dates and onsite consultations.
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System Differences• Single Application
Shortcut• Automatic Updates• PCI Compliance• Dynamically Created
Menus • No A/P – G/L Module• No Tejas Module
– Do have Grill Mode and Open Ticket, however
• No Fitness Module
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New Modules• Event Manager• POS Blind Close• Case Management• Member Card
Designer• Query Builder• Application
Programmer Interfaces
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Hardware Requirements (Hosted)• Workstations
– .Net Framework 2.0– 1.3 Ghz Processors– 256MB RAM– 9GB Free Hard Drive
Space– Windows XP Professional
with latest Service Packs or Windows Vista or Windows 7
• Bandwidth– Minimum of 768 Kbps
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Hardware Requirements (Deployed)• Workstations
– Same as Hosted• Bandwidth (to servers)
– Same as Hosted• Application Server
– Windows Server 2003 (32 bit)
– .Net Framework 2.0 with all service packs
– Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent
– 1GB ECC RAM– 36GB Free HD Space
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Hardware Requirements (Deployed)• Database Server
– Recommend different box than Application Server
– Windows Server 2003 (32 or 64 bit)
– .Net Framework 2.0 with all service packs
– Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent
– 1GB ECC RAM– Level 1 RAID with 2 36GB Hard
Drives (SCSI) (OS and SQL Transaction Logs)
– Level 5 RAID with 3 36GB Hard Drives (SCSI) (SQL Database)
– MS SQL Server 2005 Client Licenses (or Processer License if > 25 users)
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Implementation Process• Contact Toni Grafner or
Randy Cruz for a proposal
• Agree to proposal• Larry Rook will contact
you to start the process– He will schedule your on-
site training & conversion• We recommend a
minimum of 4-5 on-site training days
– He will work with you on your custom contract & G/L Interface
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Account Managers
Toni Grafner Randy Cruz
Western North America
Eastern North America
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Implementation Process Continued• Consultant On-Site
– Training on Administrative Setup
– Training on basic procedures
– Converted data will be imported
– Assists in the Go-Live
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Data Conversion• Nearly everything can
be converted• Cannot convert:
– G/L Transactions– Tejas Setups– Lockers (Locker
Assingments can convert if you use the same locker #s)
– Scheduler/Spa/Facility (yet)
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Data Cleanup• Here’s your chance to clean
up unwanted data.• Before the data conversion,
make sure all:– Terminated employees are
labeled so.– Unused products are labeled
Inactive.– Inactive members are labeled
as such.– Old membership types have
no members tied to them.
• Make a list of the areas that you want to have deleted and let CSI know about it.
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Preparing for Spectrum NG• Implement new
AP/GL Package• Ensure that your CC
Merchant Account is with one of the following:– VISANET/VITAL– NOVA– Paymentech Tampa– First Data
North/CardNet
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Credit Card Processing• SpectrumNG uses RiTA
software to send CC transactions to your processor.
• If you are not currently setup for RiTA, then it is necessary to change.
• Speak with your Merchant Provider, inform them of the move to a new software.
• Your Merchant Provider will generate a setup form for you with one of the 4 processors supported by SpectrumNG.
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Credit Card Processing• Submit the setup form to CSI
– Larry Rook, Implementation Mgr
• Once CSI receives it there is a 2-week processing time.
• CSI will respond with your Merchant Number and RiTA ID Number, and instructions to put in SpectrumNG.
• Remove and reattach the credit card payment types to ensure the transactions are going to the right bank, then reset Payment Shortcut Keys.
Perform a $.01 test transaction to verify everything is working.
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Educational Services• It’s FREE!• www.csisoftwareusa.com/training/
online.php
– Sign up for a username and password
– The E-Learning Library is available to train your employee staff at your discretion.
– Live Webinars are offered by professional instructor.
• Ask questions and get answers• Discuss your issues with other
clubs around the country.
• User forum: http://forums.csisoftwareusa.com
• Wiki• It’s FREE!
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Question and Answer
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Account Managers
Eastern North
America
Western North
America
Toni [email protected] x223
Randy [email protected]
800-247-3431 x278
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Coming Up Next…
• 4:00 – 5:00p: Town Hall Meetings!– Health, Fitness, and Wellness Centers, Forest
I– Non-Profits (JCC/YMCA), Forest II– Campus/Parks & Recreation, Forest III
• 6:00p– Bus leaves for Rainbow Lodge!