SWNX2SY Proc-Installation-OverKill

 

THE OVERKILL INSTALLATION CHECKLIST FOR Cougar

Prepared by George Schaefer with help from Larry Sweat/Ed Lerner/Others

 

Here is something I put together with the help of others that is definately more than anyone would ever do but it might be of help in a problem installation

 

LOG INTO NETWORK WITH FULL SECURITY RIGHTS

CHECK FOR ADEQUATE HARD DISK SPACE ON THE SERVER AND EACH WORKSTATION (SUGGEST 150 MEGS)

CHECK THAT THE SERVER AND EACH WORK STATION HAS A SURGE SUPPRESSOR AND A WORKING UPS UNIT

SET CONFIG.SYS ON SERVER

SET CONFIG.SYS ON WORKSTATION(S)

SET CONFIG.NT ON WORKSTATION(S) (IF NT)

SET SHELL.CFG ON WORKSTATION(S) (IF NOVELL)

SET FILEHANDLES ON WORKSTATION (IF NOVELL)

CHECK NETWORKING OPTION IN CONTROL PANEL FOR MULTIPLE PROTOCOLS

MAKE A COPY OF WIN.INI & SYSTEM.INI ON WORKSTATION(S)

BACKUP REGISTRY ON WORKSTATION(S)

VERIFY THAT NETWORK PROTOCOLS ARE SET UP PROPERLY

VERIFY THAT THE OPERATING SYSTEM IS WIN98 2ND EDITION OR LATER

VERIFY THAT WORKSTATIONS ARE UPTO DATE ON PATCHES

VERIFY THAT THE SERVER'S NETWORK IS UP TO DATE ON PATCHES

VERIFY THAT IF CLIENT 32 IS BEING USED IS THE MOST CURRENT VERSIOM

MAKE SURE THAT NOVELL VERSION 4 IS NOT USING SERVICE PACK 4

CHECK AND CLEAN UP PROGRAMS BEING STARTED IN THE START UP MENU

CHECK AND CLEAN UP PROGRAMS SHOWING IN THE MSCONFIG PROGRAM IN STARTUP TAB

CHECK THE FREE RESOURCE TAB ON THE CONTROL PANEL/SYSTEM/PERFORMANCE 80% OR BETTER IS BEST

 

 

REBOOT WORKSTATIONS

RUN SCAN DISK ON WORKSTATIONS

DEFRAG DISK ON WORKSTATION

DISABLE VIRUS PROTECTION S/W

DISABLE SCREEN SAVERS (TEMPORARILY)

 

 

ON UPGRADE/REINSTALL-RENAME Cougar PROGRAM DIRECTORY

MAKE A NEW Cougar PROGRAM DIRECTORY

COPY SYSPROF1 & SYSPROF2

COPY THE COMPANY DATA FILES FROM THE RENAMED DIRECTORY TO THE NEW Cougar LOCATION

RECHECK THE ICONS ON THE TASK BAR TO MAKE SURE THAT THE OTHER MONITORING Software

RECHECK THE ICONS ON THE TASK BAR TO MAKE SURE THAT THE VIRUS S/W RUNNING

CLOSE ALL OPEN PROGRAMS

 

LOAD Cougar

LOAD ANY Cougar PATCHES/UPDATES

REBOOT WORKSTATION

DISABLE VIRUS PROTECTION S/W

RUN CLIENT.EXE ON EACH WORKSTATIONS, IF UPDATING RENAME THE DIRECTORY ON THE WS

SETUP DESKTOP ICONS FOR Cougar PROGRAM

DISABLE SCREEN SAVERS ON ANY ICON RUNNING THE DOS VERSION

DISABLE THE LOGO SCREEN ON THE DOS VERSION

 

 

MAKE A DIRECTORY TO STORE AN EXTRA COPY OF CERTAIN FILES (MD\CMSWIN\SAVE)

COPY SYSPROF*.* VERSYS*.* CMSUSER*.* RRWUSER*.* *.RP5 TO THE DIRECTORY MADE ABOVE

ACTIVATE SECURITY SYSTEM ON SENSITIVE MODULES ESPECIALLY PAYROLL

REDEFINE SICK PAY CODES & STATE P/R TAX CODES

ACTIVATE USER DEFINED FIELDS IN INVENTORY, PO, PR & OE

SET UP PRINTERS (ESPECIALLY SPECIAL PRINTER SETUP FOR DOT MATRIX CHECKS)

 

 

 

TROUBLESHOOTING

RECHECK CONFIG.SYS

RE-INDEX ALL MODULES

RENAME OR REMOVE THE VER*.* FROM THE COMPANIES DATA DIRECTORY

RENAME OR REMOVE THE BACKUP.DAT DIRECTORY

RENAME OR REMOVE THE BACKUP DIRECTORY OFF OF THE PROGRAM DIRECTORY

BRING UP EACH PC IN SAFE MODE, CHECK DEVICE MANAGER FOR DUPLICATES/ERRORS

 

 

 

 

GPS - 08/14/2000

 

 

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Accounts Payable Module
Accounts Receivable Module
Bank Reconciliation Module
eMailing from Cougar
Excel integration

General Ledger  Module
Inventory incl. MRP      
Job Costing Module
Order Entry Module              
Payroll Module                   
Purchase Order Module            
Point of Sale Module   
Backing Up Tools
Credit Card SW
          & Merchant Accts
Credit & Collection Tools
Contact Mgt (CRM)
Data Exchg (import/export)
eCommerce Interface
           or Shopping Cart

Bar Coding Options
Fixed Assets
Fund Accounting
Forms for Cougar              
Faxing out of Cougar
Graphing for Cougar
Human Resource Tools Hardware-Computers, etc.
Internal Control Tools
Kit (Office Templates)
Lookups Enhancement
Lists (Business Lists)
Management Tools
Networking Issues
Speeding Things UP
Reporting Enhanced & Custom     
Security Tools
Shipping Tools                  
Sales Management Tools        
System Tools                    
Training Options                
Troubleshooting Tools      
Tax Tools (income & Sales Tax)
User-Friendliness               
Wireless Tools

 

 

 

 

 

 

 


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Copyright © 2008 GPS Financial Services. All rights reserved.
Revised: 06/22/08

 

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