M.O.M. 7IGetting started

WELCOME! Steps to move forward with M.O.M. 7i

Requirements for M.O.M. 7i

Installation steps for each M.O.M. Version

Upgrading from 6.X

7i Workstation Install

New feature set up

Q&A

REQUIREMENTS Log all users out of M.O.M before starting the

upgrade Make a full complete back up of M.O.M.

Review the PA-DSS Secure Implementation Guide

Workstation and server recommendations

REQUIREMENTS Workstation Recommendations

PC running Windows 2000, XP, or Vista with a 2.0 GHz Processor or higher

Minimum 1 GB of RAM Windows Log In with Administrator rights

Server Recommendations Dual Core 2.0 GHz processor Minimum 2 GB of RAM Windows log in with administrator rights 4 times the size of the M.O.M. data folder in free space

INSTALLATION STEPS New users to M.O.M.

Contact implementation staff

Users on M.O.M. 5.X or lower Recommended to schedule upgrade with support

Users on M.O.M. 6.X Schedule or upgrade on your own to avoid downtime during

business hours Users on M.O.M. XL

If converting to M.O.M. XL, schedule an upgrade If you are currently using M.O.M. XL, schedule or upgrade on

your own to avoid downtime during business hours

UPGRADING FROM 6.X Load disk in CD-ROM Click Install Products

UPGRADE FROM 6.X Click Upgrade M.O.M.

UPGRADE FROM 6.X Click Upgrade M.O.M. 6.0 to 7i

UPGRADE FROM 6.X Click to upgrade for the correct edition of your

current M.O.M. software

UPGRADE FROM 6.X The InstallShield Wizard will load Click Next

UPGRADE FROM 6.X Enter a User Name and Organization Click Next

UPGRADE FROM 6.X Choose a destination for the installation of the

workstation files HIGHLY recommended to leave the destination to

C:\MOMlocal7

UPGRADE FROM 6.X Click Install to begin the installation

UPGRADE FROM 6.X VFP (Visual Fox Pro) M.O.M. edition Select the momdata.dbc file which is found in the

folder that contains the data for M.O.M.

UPGRADE FROM 6.X XL (SQL) M.O.M. edition Enter the SQL Server and click OK Enter the Windows User ID, password, server and

database. Click Test Connection, when the settings are validated click Save.

UPGRADE FROM 6.X Click Finish to complete the upgrade

UPGRADE FROM 6.X New icon to use for opening M.O.M.

Once upgraded, previous workstation installs may be removed

Do not use a previous icon to launch M.O.M.

UPGRADE FROM 6.X Logging in to M.O.M. you will see boxes indicating

what is being updated When the upgrade is complete, the user id and

password screen will appear for you to log in

7I WORKSTATION INSTALL Load CD-ROM Click Install Products Workstation Installation can also be found on the

support section of our website

7I WORKSTATION INSTALL Choose Workstation Install

7I WORKSTATION INSTALL Choose the correct M.O.M. edition

7I WORKSTATION INSTALL Click next on the InstallShield

7I WORKSTATION INSTALL Enter a User Name and Organization Click Next

7I WORKSTATION INSTALL Choose a destination for the installation of the

workstation files HIGHLY recommended to leave the destination to

C:\MOMlocal7

7I WORKSTATION INSTALL Click Install to begin the installation

7I WORKSTATION INSTALL VFP (Visual Fox Pro) M.O.M. edition Select the momdata.dbc file which is found in the

folder that contains the data for M.O.M.

7I WORKSTATION INSTALL XL (SQL) M.O.M. edition Enter the SQL Server and click OK. Enter the Windows User ID, password, server and

database. Click Test Connection, when the settings are validated click Save.

7I WORKSTATION INSTALL Click Finish to complete the upgrade

7I WORKSTATION INSTALL New icon to use for opening M.O.M.

Once upgraded, previous workstation installs may be removed

Do not use a previous icon to launch M.O.M.

NEW FEATURE SETUP Brief overview of setting up some of the new

features of M.O.M. 7i

Look out for future webinars on each of these topics to explain using the feature and what it does for you

NEW FEATURE SETUP PCI

Days to retain credit card information sets days for credit card purge

ICCAS Tab of Global Parameters

NEW FEATURE SETUP QuickBooks

The option to pass transactional information to QuickBooks is in the Accounting tab of Global Parameters

NEW FEATURE SETUP Gift Cards

Gift Card set up is in the ICCAS tab of Global Parameters

Contact payment processing team for account set up

NEW FEATURE SETUP Report Builder

Under Options drop down the report builder is set up and launched

NEW FEATURE SETUP EDI – Electronic Data Interchange

Set up buy and sell path under the Options drop down

NEW FEATURE SETUP EDI – Electronic Data Interchange

Setup the supplier as an EDI trading partner in the Maintain Suppliers screen under the Product drop down

NEW FEATURE SETUP EDI – Electronic Data Interchange

Under the Options drop down’s Order Import/Export Module choose Define Settings to create an import file source and format for EDI orders

Q&A To schedule your M.O.M. 7i upgrade, log into the

help desk from the support section of our website to create a support ticket

support.dydacomp.com Sales

sales@dydacomp.com 800 858 3666

Support support@dydacomp.com 973 237 0300

Payment Processing paymentprocessing@dydacomp.com