I. METHOD OF INSTALLATION. II. INSTALLATION OF THE TecLocal

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1 TecGo Online Local Your Access To TecCom Installation and Configuration Of The Orderer Software Release 3.0 CONTENTS I. Method of Installation II. III. Installation of the TecLocal Setting Up an Online Connection a. With a dial-up internet connection b. Using a direct connection IV. Conducting the Access Test V. Activating the TecID VI. VII. Setting up Users Setting up Business Relations Help Desk: +49 (0) Support: support@teccom-eu.net

2 I. METHOD OF INSTALLATION In order to use TecCom, you need the CD ROM with the TecLocal orderer software and your personal TecID and TecCom password. This access data will be sent to you after you register with TecCom as a customer. Please contact our Help Desk to register with TecCom. TecLocal can be installed as a single- or multi-user solution. These instructions are for a single-user installation. For this you will need a regular PC that can be connected to the Internet using a modem (analog, ISDN or DSL) or local area network (LAN). In a multi-user installation, the software is installed on more than one PC with access to a central database using a local network. Contact our Help Desk for support if you would like to use TecLocal in multi-user mode. II. INSTALLATION OF THE TecLocal Checklist: In order to install TecLocal you will need: The TecLocal Rel. 3.0 Orderer CD Rom The TecID and the TecCom Password. TecCom will send you this Access Information and the TecLocal CD as soon as you have registered as a customer with TecCom. A PC with Internet access You will need administrator rights on your PC in order to install the software. Put the CD in your CD ROM drive and leave it there during the whole installation process. If the starting screen does not appear automatically, open it with a double click on the file TEC-Starter.exe on the CD. technical problems that may occur. 1. Click on Installation. This starts the Installation wizard. Confirm your choice of the standard settings in the single steps of the installation wizard. This will install TecLocal as an orderer in single user mode. We also recommend the standard settings for all data paths. This makes it easy to update the software later and to solve any This completes the installation. You can now remove the CD from the drive. TecGo Online Local - Release /2006 2/10

3 III. SETTING UP AN ONLINE CONNECTION Checklist: In order for the online connection to work properly, TecLocal must be installed according to the Installation instructions (s. previous chapter). In order to establish the online connection over a modem (analog/isdn/dsl), you must have Internet access (an Internet account) installed on your PC. An access wizard is used to set up the connection with the TecCom Network. The TecNet Access wizard simplifies the choice of settings by making proposals. It then establishes a test connection to the TecCom Network via the Internet. The settings will be stored in the TecLocal Administration and can be changed manually if desired. Using the Access Wizard Open TecLocal with a double click on the TEC-Local symbol on your screen. You do not need any user data when you set up TecLocal for the first time. Use the username Demo provided by TecCom for the initial setup. Click on Login. You do not need a password for this username. Select the function area Administration (F5). 1. Click on My TecCom. When the menu opens click on Access to the TecCom Network in order to start the access assistant 1. Select how you would like to be connected to the TecCom Network. Using a dial-up connection Select this option if you would like to dial in to the Internet using an analog, ISDN or DSL modem. All Internet accounts on your PCwill be shown automatically by the access wizard. If your PC is attached to a company network (LAN), this is not the right option for you. TecGo Online Local - Release /2006 3/10

4 Using a direct network connection The Internet connection is established over a local company network, i.e. over a router to which your PC is connected. In some cases a proxy server is used. This provides central management of Internet access. Ask your IT administrator whether a proxy server is used and, if so, what its IP address is. This must be entered in the TEC-Net Access wizard. If the proxy server requires a username and password for Internet access, you need to install TecGate and use it for access. Please contact the TecCom Help Desk in this case. According to the administration settings When it tests the connection, the access wizard uses the parameters that are already present in the Access tab of the Administration area. No further settings have to be made in the access wizard. 2. Click on Continue. IIIa. With a dial-up internet connection 1. The drop-down list will automatically display all Internet connections on your PC. Select the one you would like to use to connect to TecCom. If the list is empty, you do not have a dial-up Internet account. Exit the access wizard in this case and set up an internet connection before starting it again. How to do this is described in the Windows Help (usually under Start - Help). 2. Click on Continue 1. Here you enter whether you would like to terminate the Internet connection after a transaction. You can also enter a time of inactivity after which the connection will be terminated automatically. 2. Click on Continue. Continue to the Access Test (p. 5) TecGo Online Local - Release /2006 4/10

5 IIIb. Using a direct connection 1. If you select a direct connection as the connection type, you will need to enter whether you access the Internet using a router in the following steps. 2. Click on Continue. Continue to the Access Test IV. CONDUCTING THE ACCESS TEST 1. After you have entered all required information, click on Access Test. This will establish a connection to the TecCom Network and test it. 1. If the Access Test resultst successful, click on Exit. This concludes the setup. All settings are now stored in the Administration area in the Access tab. TecGo Online Local - Release /2006 5/10

6 V. ACTIVATING THE TecID Checklist: The following data is required for activating your organization: Your personal TecID. This ID consists of 30 digits including your five-digit TecCom customer ID. The TecCom password You receive these access data after registering with TecCom as a customer. You need this information only once to activate your TecCom account in the Administration. These are not user data to log on to the system as a user. In the function Administration, click on My TecCom. When the menu opens, click on Active Connection. Create as productive means setting up the Organization that uses your TecID and password as a member of the TecCom Network. The TecID and the organization are tied together and cannot be changed later. In a wider sense, organization refers to your company or the subsidiary that should use this particular TecID. 1. In the dialog window that opens, enter the ID of your organization The organization ID stands for your company or the subsidiary that should work with the corresponding TecID. You can call it whatever you want. It could reflect your company's structure (i.e. Subsidiary 01). 2. Confirm your entries with Continue. 3. Define a User ID that you would like to use to login. Until now you have not set up any user data for working with TecCom. After activating your TecID, you can add users and change the settings. First you must add yourself as a user. You will then automatically receive system administration rights. The password will be determined the first time you log in as this user. This user also can use all other functions of TecLocal, such as adding other organizations. In this case the first user set up for an organization automatically has administrator rights for that organization. 4. Enter the User Name of your choice and your telephone number. 5. Click on Continue to confirm your entries. TecGo Online Local - Release /2006 6/10

7 6. Enter the TECCOM ID 7. and the Password. You receive both after registering with TecCom as a customer. 8. Confirm both entries with Continue. 9. In the next dialog window, click on Execute. Your organization is now an active member of the TecCom Network! After you have activated your organization, the login screen will automatically appear. VI. SETTING UP USERS 1. The User ID you have set up appears automatically in the field User ID. 2. Now click on the button Password. After you have entered a New Password in this dialog and confirmed it with OK, you will return to the login mask. 3. Enter your new Password 4. and click on Login. Now you must make some entries in the Administration area in order to work with TecCom. You will need these entries to place inquiries and orders. TecGo Online Local - Release /2006 7/10

8 Setting Up Users So that employees of your company can use TecCom, they need to be included as users in the software. Go to the function Administration and select My TecCom and then the menu item Users. 1. Click on New User. The new entry can be seen in the list of users. 2. Enter a User ID User ID is the name that the user uses to log on to TecCom. You can call it whatever you want. It could reflect the user's function or position. 3. and confirm it with OK 4. On the tab User Data, you can set the roles and decide which user(s) can access which function(s): Default - send inquiries and orders, administer journal entries Administrator - Standard rights and administration of business relations Tec-Administrator - special administrator rights for work with more than one productive organization. Please ask our Help Desk about this. System Administrator - Administrator rights, user administration and system settings Each user defines his own password on first login TecGo Online Local - Release /2006 8/10

9 VII. SETTING UP BUSINESS RELATIONS Checklist: In order to set up business relations, you will need the following for each supplier: The Customer ID that the supplier uses to identify you as his customer in the TecCom Network. You receive it from the according supplier. Generally, this is the customer number that he assigns to you in his ERP system. The Supplier ID that you use to identify the supplier (mandatory only for receipt of reverse message documents) In addition, the supplier must enter you in his TecCom software as an orderer. He needs to activate you by doing this before you can establish an online connection to him as a business partner. In order to send inquiries and orders with TecCom, you must first set up the business relations to your suppliers in your TecCom software. After logging in, click on Administration and then on Members. 1. In order to search for suppliers in the TecCom Network, provide a search term in at least one field of the register card Inquiry. Replace unknown parts of names with using the %- sign. 2. Click on Request. This will display all entries from the TecCom partner directory that match your search term(s) up to a maximum of 500 entries. Tip: If you want to order from additional suppliers using TecCom, a click on the button Supplier (3) opens a new window. This displays all manufacturers and wholesalers active as suppliers with all their supported TecCom processes: inquiry, order, stock order, order confirmation, despatch advice and invoice. TecGo Online Local - Release /2006 9/10

10 1. After receipt of the supplier list, select the desired entries by checking the first column. 2. Click on Copy to transfer these suppliers to your partner list. 3. Click on Back in order to return to the previous menu. Then select My TecCom and then the menu item Partner. 1. Mark an entry in the partner list to enter the customer IDs for this supplier. 2. For each supplier, enter Our Customer ID Used By Partner. You must request it DIRECTLY from each supplier. For the receipt of reverse message documents you should also enter His Supplier ID Used By Us. 3. The Rank Number determines the order in which your active suppliers will be proposed in the area Requests and Orders. This input is optional. This concludes the setup of the business relations. As soon as the supplier has activated your account in his TecCom software, you can place inquiries and orders online. How this works is described in the quick reference TecLocal. TecCom GmbH Steinheilstr Ismaning Germany Support: Help Desk: +49 (0) TecGo Online Local - Release / /10