CX Implementation and Maintenance Technical Manual Copyright (c) 2001 Jenzabar, Inc. All rights reserved. You may print any part or the whole of this documentation to support installations of Jenzabar software. Where the documentation is available in an electronic format such as PDF or online help, you may store copies with your Jenzabar software. You may also modify the documentation to reflect your institution's usage and standards. Permission to print, store, or modify copies in no way affects ownership of the documentation; however, Jenzabar, Inc. assumes no responsibility for any changes you make. Filename: tmcximmt Distribution Date: 02/01/2002 Contact us at www.jenzabar.com Jenzabar CX and QuickMate are trademarks of Jenzabar, Inc. INFORMIX, PERFORM, and ACE are registered trademarks of the IBM Corporation Impromptu, PowerPlay, Scenario, and Cognos are registered trademarks of the Cognos Corporation UNIX is a registered trademark in the USA and other countries, licensed exclusively through X/Open Company Limited Windows is a registered trademark of the Microsoft Corporation All other brand and product names are trademarks of their respective companies JENZABAR, INC. CX IMPLEMENTATION AND MAINTENANCE TECHNICAL MANUAL TABLE OF CONTENTS USING THIS MANUAL................................................................................................................................. 1 Overview..................................................................................................................................................... 1 Purpose of This Manual.......................................................................................................................... 1 Intended Audience.................................................................................................................................. 1 Product Differences ................................................................................................................................ 1 Structure of This Manual ........................................................................................................................ 1 Conventions Used in This Manual.............................................................................................................. 2 Introduction............................................................................................................................................. 2 Style Conventions................................................................................................................................... 2 Jenzabar-Specific Terms........................................................................................................................ 2 Keystrokes .............................................................................................................................................. 3 PART I - IMPLEMENTING JENZABAR CX................................................................................................. 5 Overview..................................................................................................................................................... 5 Introduction............................................................................................................................................. 5 Categories in Jenzabar CX Implementation........................................................................................... 5 Purpose of Implementation..................................................................................................................... 5 Program Manager................................................................................................................................... 5 SECTION 1 - PREPARATION PHASE ........................................................................................................ 7 Overview..................................................................................................................................................... 7 Introduction............................................................................................................................................. 7 Goals of the Preparation Phase ............................................................................................................. 7 Duration of the Preparation Phase ......................................................................................................... 7 General Tasks ........................................................................................................................................ 7 Jenzabar Involvement ............................................................................................................................ 7 Jenzabar Implementation Policy and Pre-Implementation Requirements ................................................. 8 Policy ...................................................................................................................................................... 8 Pre-Implementation System Modification Requirements ....................................................................... 8 Pre-Implementation System Hardware Requirements........................................................................... 8 Customer Implementation: Suggestions for Organizing the Project ......................................................... 9 Introduction............................................................................................................................................. 9 Making Project Assignments .................................................................................................................. 9 Key Positions and Roles......................................................................................................................... 9 Jenzabar System Administrator............................................................................................................. 9 Jenzabar System Coordinator .............................................................................................................. 10 Application Coordinator ........................................................................................................................ 10 Jenzabar CX Users Group Representatives ........................................................................................ 10 Establishing the Jenzabar CX Users Group Structure ............................................................................. 11 Jenzabar System Users Group Structure............................................................................................. 11 Reviewing Data in Tables and Records ................................................................................................... 12 Introduction........................................................................................................................................... 12 Procedure ............................................................................................................................................. 12 SECTION 2 - SETUP PHASE..................................................................................................................... 13 Overview................................................................................................................................................... 13 Introduction........................................................................................................................................... 13 Goal of the Setup Phase ...................................................................................................................... 13 Duration of the Setup Phase ................................................................................................................ 13 General Tasks ...................................................................................................................................... 13 Installing the System ................................................................................................................................ 14 i Introduction........................................................................................................................................... 14 Standard Setup..................................................................................................................................... 14 Setting Tables and Records ..................................................................................................................... 15 Introduction........................................................................................................................................... 15 Selecting the Tables ............................................................................................................................. 15 Reference Guides................................................................................................................................. 15 The Process for Setting Up Tables....................................................................................................... 15 Table Macro and Values....................................................................................................................... 15 Common Tables ......................................................................................................................................