FOCUS Service Management Sftware fr Passprt Business Slutins Installatin Instructins Thank yu fr purchasing Fcus Service Management Sftware frm RTM Cmputer Slutins. This bklet f installatin instructins will help get yu up and running with Fcus. Shuld yu have any prblems r questins cncerning the sftware, technical assistance is available by cntacting yu dealer r RTM at 410-335-8350. Windws systems If yu are installing Fcus fr the first time, please fllw the Fcus New Installatin Instructins fr Windws, n page tw. If yu are installing this sftware as an update t an existing Fcus installatin, please fllw the Fcus Update Installatin Instructins fr Windws, n pages three thrugh seven. UNIX/Linux systems If yu are installing Fcus fr the first time, please fllw the Fcus New Installatin Instructins fr UNIX/Linux, n page eight. If yu are installing this sftware as an update t an existing Fcus installatin, please fllw the Fcus Update Installatin Instructins fr UNIX/Linux, n pages nine thrugh thirteen Fcus installatin instructins 1
FOCUS New Installatin Instructins fr Windws Please read this entire dcument carefully befre beginning the installatin. Fcus versin 8.5 is supprted fr interface with PSI versins 11.4 thrugh 11.7. Prir versins f Passprt are n lnger supprted. Sftware Installatin Lg in as the netwrk supervisr. If yu are dwnlading frm the web: Dwnlad the prper installatin mdule fr 8.5 by using the link sent t yu, r by ging t http://www.rtmcs.cm/dwnlads.htm#fcus_upgr and dwnlading the prper Fcus dem system fr yur platfrm. Demnstratin sftware will be activated by applying the registratin key per the instructins sent with yur key. Lcate the dwnladed file, Fcus85frPBSv11.exe n yur lcal hard drive. Begin the installatin prcedure by duble clicking n the Fcus85frPBSv11.exe file. If yu are installing frm a CD: Insert the Fcus 8.5 CD. The autrun menu shuld lad. If the autrun menu des nt lad it can be started by invking the autrun.exe file n the CD. Chse Fcus Service Manager frm the main menu. Chse Fcus fr Passprt frm the sub menu. Chse the prper platfrm fr yur installatin. There are significant differences between versins, it is very imprtant that yu install the prper versin. Fllw the screen instructins fr the installatin f the Fcus 8.5 prgram files. Be sure t answer yes t all if asked t verwrite prgram files during the installatin. After the prgram files are installed, an ptins menu will appear. This will allw the installatin f dem data and/r the initializatin f empty files fr new cmpanies. Fr new Fcus installatins, chse Install empty data files. Fr dem installs, chse Install dem data. Click the Finish buttn t cmplete the installatin prcedure. Registratin f Fcus is required t activate versin 8.5. If registratin is nt perfrmed, the sftware will be in dem mde. T register: Cpy the supplied registratin file int the <PassprtTpLevel>\SVOBJ subdirectry. Installatin f FOCUS is nw cmplete. Remember that the SVC cntrl infrmatin must be entered befre setup and prcessing can be dne. Fcus installatin instructins 2
FOCUS Update Installatin Instructins fr Windws Please read this entire dcument carefully befre beginning the installatin. Fcus versin 8.5 is supprted fr interface with PSI versins 11.4 thrugh 11.5. Prir versins f Passprt are n lnger supprted. Sme f the instructins in this dcument refer t the versin f Fcus yu are running befre this upgrade. T determine yur current versin f Fcus, g int Fcus/Cntrl Infrmatin frm the Fcus menu. The current Fcus versin infrmatin is displayed n the tp line f this screen. PRE-INSTALLATION STEPS If yu are upgrading the Passprt versin alng with the Fcus update Install the new Passprt sftware per Passprt s instructins befre yu install Fcus. Fcus 8.5 shuld be installed int the mst current Passprt system. If the ld and new Passprt systems are in different directries, the Fcus data files (SV00 directry) will need t be cpied t the new Passprt directry. If yu need t exprt files in the pre-installatin steps f Fcus, the exprt needs t take place in the OLD Passprt system. Be sure t cpy the exprted files frm the ld system t the new Passprt directry as well. If yu are installing the 8.5 release as an upgrade t Fcus versin 6.8.0A and earlier Yu must be n Fcus versin 6.9 r higher t directly upgrade t versin 8.4 f Fcus. Cntact RTM at 410-335-8350 t btain instructins regarding the prcedure fr upgrading frm versins prir t 6.9. If yu are installing the 8.5 release as an upgrade t any Fcus versin frm 6.9 t 8.1 Perfrm nly the fllwing steps necessary fr yur installatin, based n the versin f Fcus that was installed at yur site prir t this upgrade. If yu are installing this sftware as an upgrade t: Fcus versin 6.9.0, 7.0, 7.1, r 8.0 Perfrm Prcedures A, B, C, and D Fcus versin 8.1 Perfrm Prcedures B, C, and D Fcus versin 8.2 r 8.3 Perfrm bth Prcedure C and Prcedure D Fcus versin 8.4 Perfrm nly prcedure D Prcedure A The frmat f the cntract and call ntes file, the custmer equipment file, and the cntract billing detail file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing files must be exprted: Custmer equipment file (# 3), Cntract/Call nte file (# 9), and Cntract billing detail (# 14), Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the abve steps until all three files have been exprted. Prcedure B The frmat f the service call file and the service call histry file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Fcus installatin instructins 3
Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing files must be exprted: Service call file (# 5), and Service call histry (# 15) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the abve steps until bth f these files have been exprted. Prcedure C The frmat f the service cdes file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing file must be exprted: Service cdes (# 1) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Prcedure D The frmat f the cntract billing histry file and the Fcus cntrl file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus cntrl file maintenance and file utilities. G int Fcus cntrl file maintenance. This can be fund under Fcus Service / Cntrl infrmatin. Capture and/r print ut each page f Fcus cntrl inf. This must be used t re-enter cntrl infrmatin in the new versin after installatin. All five screens shuld be captured. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #2 - Exprt a file Frm the list f files displayed, the fllwing file must be exprted: Cntract billing hist (# 13) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. All versins - install the update Lg in as the as the netwrk supervisr. If yu are dwnlading frm the web: SOFTWARE INSTALLATION Fcus installatin instructins 4
Dwnlad the prper installatin mdule fr 8.5 by using the link sent t yu, r by ging t http://www.rtmcs.cm/dwnlads and dwnlading the prper Fcus dem system fr yur platfrm. Demnstratin sftware will be activated by applying the registratin key per the instructins sent with yur key. Lcate the dwnladed file, Fcus85frPBSv11.exe n yur lcal hard drive. Begin the installatin prcedure by duble clicking n the Fcus85frPBSv11.exe file. If yu are installing frm a CD: Insert the Fcus 8.5 CD. The autrun menu shuld lad. If the autrun menu des nt lad it can be started by invking the autrun.exe file n the CD. Chse Fcus Service Manager frm the main menu. Chse Fcus fr Passprt frm the sub menu. Chse the prper platfrm fr yur installatin. There are significant differences between versins, it is very imprtant that yu install the prper versin. Fllw the screen instructins fr the installatin f the Fcus 8.5 prgram files. If yu are installing this ver a previus versin f Fcus, be sure t answer yes t all when asked t verwrite prgram files during the installatin. After the prgram files are installed, an ptins menu will appear. This will allw the installatin f dem data and/r the initializatin f empty files fr new cmpanies. If yu are perfrming an upgrade f an existing Fcus system, yu may click the Finish buttn t cmplete the installatin prcedure. Registratin f Fcus is required t activate versin 8.5. If registratin is nt perfrmed, the sftware will be in dem mde. T register: Frm the tp level Passprt directry, invke the prgram Fcusreg.exe. Enter the data frm the registratin frm enclsed with the sftware CD and click the OK buttn t register. It is very imprtant that the data is keyed EXACTLY as it is printed n the frm. Incrrect registratin f the sftware will cause it t revert t dem mde. Upgrade data files, if necessary POST-INSTALLATION STEPS Perfrm nly the fllwing steps necessary fr yur installatin, based n the versin f Fcus that was installed at yur site prir t this upgrade. If yu are installing this sftware as an upgrade t: Fcus versin 6.9.0, 7.0, 7.1, r 8.0 Perfrm Prcedures A, B, C, and D Fcus versin 8.1 Perfrm Prcedures B, C, and D Fcus versin 8.2 r 8.3 Perfrm nly Prcedures B and D Fcus versin 8.2 r 8.3 Perfrm nly Prcedure D Prcedure A Upgrade the files exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus 8.5 upgrade file utilities. These can be fund under the menu selectin Fcus service / File utilities / Upgrade frm v7.1. Frm the list f files displayed, restre each ne by selecting the crrespnding number next t the file name. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the restre steps until all three files have been upgraded. Nte: If any f the files are empty, yu will need t initialize the empty file using the 8.5 file initializatin t create prper data file frmats. Fcus installatin instructins 5
Prcedure B Prcedure C Upgrade the service cdes file exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus 8.5 file initializatin utility. These can be fund under the menu selectin Fcus service / File utilities / File Initializatin. A screen will be displayed, listing the Fcus files available fr initializatin. Press enter, answering N fr every file EXCEPT #2, Service cdes file. Answer Y fr this file nly. When the screen is cmplete, all files shuld say Skipped except fr the service cdes file. At the Field number t change? prmpt, press enter t initialize the cdes file. After the initializatin functin is cmplete, yu will be returned t the Fcus menu. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Select #2, Restre frm an exprt file. A screen will be displayed, listing the Fcus files available fr restratin. Frm the list f files displayed, the fllwing file must be restred: Service cdes file (# 1) Answer N t Any change?, then use the (C) ptin t Create a new data file. Answer Yes t Are yu sure when prmpted. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Cntinue using ESC t cmpletely exit the Fcus file utilities. Upgrade the service call and service call histry files exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Create Fcus pay cdes. Befre prcedure C can be run, Fcus pay cdes must be defined in Fcus setup. T define pay cdes, fllw the steps belw. G t Setup/Pay Cdes t enter the type f payments yu will receive thrugh service calls. (Nte: running ther Fcus menu selectins befre cmpleting the upgrade may result a file definitin cnflict message.) Yu must define at least tw pay cdes befre the remaining steps f prcedure C can be dne; ne fr Cash payments, and ne fr payments received by Check. Fr example, cde=cash, descriptin=cash, n validatin, and cde=chk, descriptin=check, validatin-1= DL #. Other cdes can be entered, if desired, up t a maximum f 8 different payment types. Fr example, cde=mc, desc=mastercard, Val-1=Card #, Val-2=Exp Date. Once a cash and check pay cde have been defined in Fcus, prceed with the remaining steps t cmplete the upgrade. Run the Fcus 8.2 upgrade file utilities. These can be fund under the menu selectin Fcus service / File utilities / Upgrade frm v8.1. A screen will appear describing the utility. Press Enter t cntinue. Yu will be prmpted t select pay cdes that represent Cash and Check types f payments. Select the apprpriate cdes, and then press Enter t cntinue. Frm the list f files displayed, restre each ne by selecting the crrespnding number next t the file name. Fcus installatin instructins 6
Prcedure D After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the restre steps until bth files have been upgraded. Nte: If any f the files are empty, yu will need t initialize the empty file using the 8.5 file initializatin t create prper data file frmats. Upgrade the Fcus cntrl infrmatin and cntract billing histry file exprted in the preinstallatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus cntrl infrmatin and file utilities. Run the standard Fcus 8.5 file utilities. These can be fund under the menu selectin Fcus service / File utilities / File Maintenance. Select #4, Initialize files. A screen will be displayed, listing the Fcus files available fr initializatin. Press enter, answering N fr every file EXCEPT #1, SVC Cntrl file, and #14, Cntract billing histry. Answer Yes fr these tw files. When the screen is cmplete, all files shuld say Skipped except fr numbers 1 and 14. At the Field number t change? prmpt, press enter t initialize the files. After the initializatin functin is cmplete, yu will be returned t service file utility selectin screen. Select #3, Restre frm an exprt file. A screen will be displayed, listing the Fcus files available fr restratin. Frm the list f files displayed, the fllwing file must be restred: Cntract billing hist (# 13) Answer N t Any change?, and then use the (C) ptin t Create a new data file. Answer Yes t Are yu sure when prmpted. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Cntinue using ESC t cmpletely exit the Fcus file utilities. Cntrl infrmatin must be re-entered, using the screens captured and/r printed in the pre-installatin prcess. G int Fcus cntrl file maintenance. This can be fund under Fcus Service / Cntrl infrmatin. Enter the cntrl infrmatin, using the screens captured and/r printed in the preinstallatin prcess as a reference. Installatin f the FOCUS update is nw cmplete. Please take a mment t review the release ntes and becme familiar with the new features. Please review the Cntrl infrmatin settings t ensure all fields have been prperly filled in fr any new ptins. Fcus installatin instructins 7
FOCUS New Installatin Instructins fr UNIX/Linux Please read this entire dcument carefully befre beginning the installatin. Fcus versin 8.4 is supprted fr interface with PSI versins 11.4 thrugh 11.7. Prir versins f Passprt are n lnger supprted. Sftware Installatin Lg in as the user that yu use t install yur Passprt sftware. If yu are dwnlading frm the web: Dwnlad the prper installatin mdule fr 8.5 by using the link sent t yu, r by ging t http://www.rtmcs.cm/dwnlads.htm#fcus_upgr and dwnlading the prper Fcus 8.5 upgrade mdule fr yur platfrm. Demnstratin sftware will be activated by applying the registratin key per the instructins sent with yur key. Cpy the dwnladed file, pbsfcus85.tar.gz int the tp level directry f yur Passprt Linux system. Make the tp level Passprt directry yur current directry. Example: cd /pbs Uncmpress the setup files frm the distributin using tar, gunzip, r the graphical file brwser n yur system. Example: tar xvf pbsfcus85.tar.gz If yu are installing frm a CD: Munt the Fcus 8.5 CD n a standard munt pint. Example: munt /dev/cd0 /mnt Make the tp level Passrt directry yur current directry. Example: cd /pbs Cpy the setup files frm the Fcus CD using the fllwing cmmand. Example: cp /mnt/software/unix/pbsfcus85.tar.gz./pbsfcus85.tar.gz Nte: This cmmand assumes the munt pint fr the CD is /mnt, and is case-sensitive. Uncmpress the setup files frm the distributin using tar, gunzip, r the graphical file brwser n yur system. Example: tar xvf pbsfcus85.tar.gz Frm the Passprt tp-level directry, invke the FOCUS installatin rutine by typing sh finstall.sh. During this prcedure, prgram files will be unpacked and an empty set f FOCUS data files will be created, if necessary. Yu will be asked t prvide a cmpany ID fr the cmpany int which the FOCUS data files will be installed. Registratin f Fcus is required t activate versin 8.5. If registratin is nt perfrmed, the sftware will be in dem mde. T register, cpy the supplied registratin prgram int the <Passprt>/SVOBJ subdirectry. Installatin f FOCUS is nw cmplete. Remember that the SVC cntrl infrmatin must be entered befre setup and prcessing can be dne. Fcus installatin instructins 8
FOCUS Update Installatin Instructins fr UNIX/Linux Please read this entire dcument carefully befre beginning the installatin. Fcus versin 8.5 is supprted fr interface with PSI versins 11.4 thrugh 11.7. Prir versins f Passprt are n lnger supprted. Sme f the instructins in this dcument refer t the versin f Fcus yu are running befre this upgrade. T determine yur current versin f Fcus, g int Fcus/Cntrl Infrmatin frm the Fcus menu. The current Fcus versin infrmatin is displayed n the tp line f this screen. PRE-INSTALLATION STEPS If yu are upgrading the Passprt versin alng with the Fcus update Install the new Passprt sftware per Passprt s instructins befre yu install Fcus. Fcus 8.5 shuld be installed int the mst current Passprt system. If the ld and new Passprt systems are in different directries, the Fcus data files (SV00 directry) will need t be cpied t the new Passprt directry. If yu need t exprt files in the pre-installatin steps f Fcus, the exprt needs t take place in the OLD Passprt system. Be sure t cpy the exprted files frm the ld system t the new Passprt directry as well. If yu are installing the 8.5 release as an upgrade t Fcus versin 6.8.0A and earlier Yu must be n Fcus versin 6.9 r higher t directly upgrade t versin 8.5 f Fcus. Cntact RTM at 410-335-8350 t btain instructins regarding the prcedure fr upgrading frm versins prir t 6.9. If yu are installing the 8.5 release as an upgrade t any Fcus versin frm 6.9 t 8.1 Perfrm nly the fllwing steps necessary fr yur installatin, based n the versin f Fcus that was installed at yur site prir t this upgrade. If yu are installing this sftware as an upgrade t: Fcus versin 6.9.0, 7.0, 7.1, r 8.0 Perfrm Prcedures A, B, C, D Fcus versin 8.1 Perfrm bth Prcedures B, C, and D Fcus versin 8.2 r 8.3 Perfrm Prcedures C and D Fcus versin 8.4 Perfrm nly Prcedure D Prcedure A The frmat f the cntract and call ntes file, the custmer equipment file, and the cntract billing detail file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing files must be exprted: Custmer equipment file (# 3), Cntract/Call nte file (# 9), and Cntract billing detail (# 14), Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the abve steps until all three files have been exprted. Prcedure B The frmat f the service call file and the service call histry file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Fcus installatin instructins 9
Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing files must be exprted: Service call file (# 5), and Service call histry (# 15) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the abve steps until bth f these files have been exprted. Prcedure C The frmat f the service cdes file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #1 - Exprt a file Frm the list f files displayed, the fllwing file must be exprted: Service cdes (# 1) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. Prcedure D The frmat f the cntract billing histry file and the Fcus cntrl file has changed in this release. Because f this, yu must perfrm the fllwing steps befre installing this update. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus cntrl file maintenance and file utilities. G int Fcus cntrl file maintenance. This can be fund under Fcus Service / Cntrl infrmatin. Capture and/r print ut each page f Fcus cntrl inf. This must be used t re-enter cntrl infrmatin in the new versin after installatin. All five screens shuld be captured. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Frm the file utilities menu, chse #2 - Exprt a file Frm the list f files displayed, the fllwing file must be exprted: Cntract billing hist (# 13) Use the (C) Create a new file ptin. When prmpted fr the starting and ending file key, press F1, fr first and last. After the exprt functin is cmplete, use the ESC key t return t the file selectin screen. All versins - install the update SOFTWARE INSTALLATION Lg in as the as the user yu use t install yur Passprt sftware. If yu are dwnlading frm the web: Fcus installatin instructins 10
Dwnlad the prper installatin mdule fr 8.5 by using the link sent t yu, r by ging t http://www.rtmcs.cm/dwnlads.htm#fcus_upgr and dwnlading the prper Fcus 8.5 upgrade mdule fr yur platfrm. Demnstratin sftware will be activated by applying the registratin key per the instructins sent with yur key. Cpy the dwnladed file, pbsfcus85.tar.gz int the tp level directry f yur Passprt Linux system. Make the tp level Passprt directry yur current directry. Example: cd /pbs Uncmpress the setup files frm the distributin using tar, gunzip, r the graphical file brwser n yur system. Example: tar xvf pbsfcus85.tar.gz If yu are installing frm a CD: Munt the Fcus 8.5 CD n a standard munt pint. Example: munt /dev/cd0 /mnt Make the tp level Passrt directry yur current directry. Example: cd /pbs Cpy the setup files frm the Fcus CD using the fllwing cmmand. Example: cp /mnt/software/unix/pbsfcus85.tar.gz./pbsfcus85.tar.gz Nte: This cmmand assumes the munt pint fr the CD is /mnt, and is case-sensitive. Uncmpress the setup files frm the distributin using tar, gunzip, r the graphical file brwser n yur system. Example: tar xvf pbsfcus85.tar.gz Frm the Passprt tp-level directry, invke the FOCUS installatin rutine by typing sh finstall.sh. During this prcedure, prgram files will be unpacked and an empty set f FOCUS data files will be created, if necessary. Yu will be asked t prvide a cmpany ID fr the cmpany int which the FOCUS data files will be installed. Registratin f Fcus is required t activate versin 8.4. If registratin is nt perfrmed, the sftware will be in dem mde. T register, cpy the supplied registratin file int the <PassprtTpLevel>\SVOBJ subdirectry. Upgrade data files, if necessary POST-INSTALLATION STEPS Perfrm nly the fllwing steps necessary fr yur installatin, based n the versin f Fcus that was installed at yur site prir t this upgrade. If yu are installing this sftware as an upgrade t: Fcus versin 6.9.0, 7.0, 7.1, r 8.0 Perfrm Prcedures A, B, C, and Prcedure D Fcus versin 8.1 Perfrm Prcedures B, C, and D Fcus versin 8.2 r 8.3 Perfrm Prcedures B and D Fcus versin 8.4 Perfrm nly Prcedure D Prcedure A Upgrade the files exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus 8.5 upgrade file utilities. These can be fund under the menu selectin Fcus service / File utilities / Upgrade frm v7.1. Frm the list f files displayed, restre each ne by selecting the crrespnding number next t the file name. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the restre steps until all three files have been upgraded. Nte: If any f the files are empty, yu will need t initialize the empty file using the 8.5 file initializatin t create prper data file frmats. Fcus installatin instructins 11
Prcedure B Prcedure C Upgrade the service cdes file exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Run the Fcus 8.5 file initializatin utility. These can be fund under the menu selectin Fcus service / File utilities / File Initializatin. A screen will be displayed, listing the Fcus files available fr initializatin. Press enter, answering N fr every file EXCEPT #2, Service cdes file. Answer Y fr this file nly. When the screen is cmplete, all files shuld say Skipped except fr the service cdes file. At the Field number t change? prmpt, press enter t initialize the cdes file. After the initializatin functin is cmplete, yu will be returned t the Fcus menu. Run the Fcus file utilities. These can be fund under the menu selectin Fcus service / File Select #2, Restre frm an exprt file. A screen will be displayed, listing the Fcus files available fr restratin. Frm the list f files displayed, the fllwing file must be restred: Service cdes file (# 1) Answer N t Any change?, then use the (C) ptin t Create a new data file. Answer Yes t Are yu sure when prmpted. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Cntinue using ESC t cmpletely exit the Fcus file utilities. Upgrade the service call and service call histry files exprted in the pre-installatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus file utilities. Create Fcus pay cdes. Befre prcedure C can be run, Fcus pay cdes must be defined in Fcus setup. T define pay cdes, fllw the steps belw. G t Setup/Pay Cdes t enter the type f payments yu will receive thrugh service calls. (Nte: running ther Fcus menu selectins befre cmpleting the upgrade may result a file definitin cnflict message.) Yu must define at least tw pay cdes befre the remaining steps f prcedure C can be dne; ne fr Cash payments, and ne fr payments received by Check. Fr example, cde=cash, descriptin=cash, n validatin, and cde=chk, descriptin=check, validatin-1= DL #. Other cdes can be entered, if desired, up t a maximum f 8 different payment types. Fr example, cde=mc, desc=mastercard, Val-1=Card #, Val-2=Exp Date. Once a cash and check pay cde have been defined in Fcus, prceed with the remaining steps t cmplete the upgrade. Run the Fcus 8.5 upgrade file utilities. These can be fund under the menu selectin Fcus service / File utilities / Upgrade frm v8.1. A screen will appear describing the utility. Press Enter t cntinue. Yu will be prmpted t select pay cdes that represent Cash and Check types f payments. Select the apprpriate cdes, and then press Enter t cntinue. Frm the list f files displayed, restre each ne by selecting the crrespnding number next t the file name. Fcus installatin instructins 12
Prcedure D After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Repeat the restre steps until bth files have been upgraded. Nte: If any f the files are empty, yu will need t initialize the empty file using the 8.5 file initializatin t create prper data file frmats. Upgrade the Fcus cntrl infrmatin and cntract billing histry file exprted in the preinstallatin prcedure using the fllwing steps. Invke the Passprt sftware. Lg in as a user that will have access t the Fcus cntrl infrmatin and file utilities. Run the standard Fcus 8.5 file utilities. These can be fund under the menu selectin Fcus service / File utilities / File Maintenance. Select #4, Initialize files. A screen will be displayed, listing the Fcus files available fr initializatin. Press enter, answering N fr every file EXCEPT #1, SVC Cntrl file, and #14, Cntract billing histry. Answer Yes fr these tw files. When the screen is cmplete, all files shuld say Skipped except fr numbers 1 and 14. At the Field number t change? prmpt, press enter t initialize the files. After the initializatin functin is cmplete, yu will be returned t service file utility selectin screen. Select #3, Restre frm an exprt file. A screen will be displayed, listing the Fcus files available fr restratin. Frm the list f files displayed, the fllwing file must be restred: Cntract billing hist (# 13) Answer N t Any change?, and then use the (C) ptin t Create a new data file. Answer Yes t Are yu sure when prmpted. After the restre functin is cmplete, use the ESC key t return t the file selectin screen. Cntinue using ESC t cmpletely exit the Fcus file utilities. Cntrl infrmatin must be re-entered, using the screens captured and/r printed in the pre-installatin prcess. G int Fcus cntrl file maintenance. This can be fund under Fcus Service / Cntrl infrmatin. Enter the cntrl infrmatin, using the screens captured and/r printed in the preinstallatin prcess as a reference. Installatin f the FOCUS update is nw cmplete. Please take a mment t review the release ntes and becme familiar with the new features. Please review the Cntrl infrmatin settings t ensure all fields have been prperly filled in fr any new ptins. Fcus installatin instructins 13