What you will learn - and why
This course is designed to provide training for the person responsible
for installing and setting up the system. It covers software installation,
creating a new database, setting up system options, understanding all master
tables, establishing new users, and setting up security. The course also
covers the accounting interface requirements and importing process.
Upon completion, the attendee should be able to establish a new database
that is ready for departmental implementation.
View Classes On Demand
Lecture Titles - Class 1
- Understanding the benefits of developing an implementation plan
- Installing Enterprise MSDE
- Creating a new database
-
Setting up a new database
- Setting up system options
- Setting up master tables
-
Setting up new user parameters, password, and preferences
-
Setting up rep (employee) groups
Assignment: Establish an implementation plan using the
Implementation
Guide. Install the software, create a new database, enter all system
options, and set up master tables. Create a new user and review all the fields
for a new user rep record.
Lecture Titles - Class 2
-
Understanding how to import data
- How to reverse the effects of an erroneous import
- Setting up security
- Understanding the steps required to set up accounting
Assignment: Create a few security groups, and put the new user
you created in the first assignment into one of the groups. Review the
accounting
interface
video. Perform an import using your data or the supplied
sample TXT file.
