Instructions for initial installation of ElsaWin 4.00

Transcription

1 Instructions for initial installation of ElsaWin 4.00 Page 1 of 38

2 Contents 1. Requirements Installing ElsaWin Setting up DC/Importer number and dealership number Creating/deleting a new user Code query Elsa configuration, link-up to order system HST Online configuration Client installation Requirements for Mobile ElsaWin Installing Mobile ElsaWin Page 2 of 38

3 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". Page 3 of 38

4 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". Page 4 of 38

5 Select the language for the installation. Click on "OK". Click on "Next". Page 5 of 38

6 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". Page 6 of 38

7 Select the desired reference medium. Tick the box if you would like to install BB- Gate. If necessary, change the default installation folder. Then click on "Next". Page 7 of 38

8 Select your language. Click on "Next". Page 8 of 38

9 E:\apps\elsaWin Select the target folder manually if necessary. 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. Page 9 of 38

10 Click on "Next". Page 10 of 38

11 Click on "Install". Page 11 of 38

12 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". Page 12 of 38

13 Click on "Next". Page 13 of 38

14 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. Page 14 of 38

15 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. Page 15 of 38

16 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. Page 16 of 38

17 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". Page 17 of 38

18 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". Page 18 of 38

19 Select "Dealer" and delete it. Page 19 of 38

20 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. Page 20 of 38

21 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: Page 21 of 38

22 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". Page 22 of 38

23 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". Page 23 of 38

24 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". Page 24 of 38

25 Confirm by clicking on "Create". Confirm by clicking on "OK". Page 25 of 38

26 Deleting a user: Select the user and call up the menu with a right click. Click on "Delete user". Confirm by clicking on "OK". Page 26 of 38

27 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". Page 27 of 38

28 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. Page 28 of 38

29 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". Page 29 of 38

30 Enter the missing data. Confirm by clicking on "Set". Page 30 of 38

31 *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" Page 31 of 38

32 Enter your ElsaWin administrator user name and the password. Continue with "OK". Click on "Extras" and then on "Info medium configuration". Page 32 of 38

33 "Automatic switch-over" should be activated in the tab "Configuration HST Online". Click on "OK". Page 33 of 38

34 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". Page 34 of 38

35 Select the language for the installation. Click on "OK". Page 35 of 38

36 Please close all other programs and click on "Next" Your configuration will be shown once more in the following window. Click on "Install". Page 36 of 38

37 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. Page 37 of 38

38 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. Page 38 of 38