converting from spectrum management system to spectrum ng thursday, november 19, 2009, 2:30 –...
TRANSCRIPT
Converting from Spectrum Management System to
Spectrum NGThursday, November 19, 2009, 2:30 – 3:25p, Cottonwood
Scott Wimberley, Project Manager
Agenda• Introduction• Project Champion• System Differences• New Modules• Hardware Requirements• Hardware Diagram• Implementation Process• Data Conversion• Preparing for Spectrum
NG• Questions and Answers
Introduction• Spectrum NG
– Multi-tier, Scalable, Multi-site application
– Microsoft.Net and SQL 2005 64-bit technology
• Hosted vs. Deployed
You Need A Champion• A Project Manager who will
take charge of all communication and tasks.
• Someone who will work through solutions to implementation scenarios, issues.
• Someone to be responsible at the facility to make sure all transitions operate smoothly, and who has the authority to do so as well.
• Someone who can coordinate the training dates and onsite consultations.
System Differences• Single Application
Shortcut• Automatic Updates• PCI Compliance• Dynamically Created
Menus • No A/P – G/L Module• No Tejas Module
– Do have Grill Mode and Open Ticket, however
• No Fitness Module
New Modules• Event Manager• POS Blind Close• Case Management• Member Card
Designer• Query Builder• Application
Programmer Interfaces
Hardware Requirements (Hosted)• Workstations
– .Net Framework 2.0– 1.3 Ghz Processors– 256MB RAM– 9GB Free Hard Drive
Space– Windows XP Professional
with latest Service Packs or Windows Vista or Windows 7
• Bandwidth– Minimum of 768 Kbps
Hardware Requirements (Deployed)• Workstations
– Same as Hosted• Bandwidth (to servers)
– Same as Hosted• Application Server
– Windows Server 2003 (32 bit)
– .Net Framework 2.0 with all service packs
– Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent
– 1GB ECC RAM– 36GB Free HD Space
Hardware Requirements (Deployed)• Database Server
– Recommend different box than Application Server
– Windows Server 2003 (32 or 64 bit)
– .Net Framework 2.0 with all service packs
– Dual 1 GHz Pentium PIII Xeon Processors/Single 2.8 GHz Pentium Processor or equivalent
– 1GB ECC RAM– Level 1 RAID with 2 36GB Hard
Drives (SCSI) (OS and SQL Transaction Logs)
– Level 5 RAID with 3 36GB Hard Drives (SCSI) (SQL Database)
– MS SQL Server 2005 Client Licenses (or Processer License if > 25 users)
Implementation Process• Contact Toni Grafner or
Randy Cruz for a proposal
• Agree to proposal• Larry Rook will contact
you to start the process– He will schedule your on-
site training & conversion• We recommend a
minimum of 4-5 on-site training days
– He will work with you on your custom contract & G/L Interface
Account Managers
Toni Grafner Randy Cruz
Western North America
Eastern North America
Implementation Process Continued• Consultant On-Site
– Training on Administrative Setup
– Training on basic procedures
– Converted data will be imported
– Assists in the Go-Live
Data Conversion• Nearly everything can
be converted• Cannot convert:
– G/L Transactions– Tejas Setups– Lockers (Locker
Assingments can convert if you use the same locker #s)
– Scheduler/Spa/Facility (yet)
Data Cleanup• Here’s your chance to clean
up unwanted data.• Before the data conversion,
make sure all:– Terminated employees are
labeled so.– Unused products are labeled
Inactive.– Inactive members are labeled
as such.– Old membership types have
no members tied to them.
• Make a list of the areas that you want to have deleted and let CSI know about it.
Preparing for Spectrum NG• Implement new
AP/GL Package• Ensure that your CC
Merchant Account is with one of the following:– VISANET/VITAL– NOVA– Paymentech Tampa– First Data
North/CardNet
Credit Card Processing• SpectrumNG uses RiTA
software to send CC transactions to your processor.
• If you are not currently setup for RiTA, then it is necessary to change.
• Speak with your Merchant Provider, inform them of the move to a new software.
• Your Merchant Provider will generate a setup form for you with one of the 4 processors supported by SpectrumNG.
Credit Card Processing• Submit the setup form to CSI
– Larry Rook, Implementation Mgr
• Once CSI receives it there is a 2-week processing time.
• CSI will respond with your Merchant Number and RiTA ID Number, and instructions to put in SpectrumNG.
• Remove and reattach the credit card payment types to ensure the transactions are going to the right bank, then reset Payment Shortcut Keys.
Perform a $.01 test transaction to verify everything is working.
Educational Services• It’s FREE!• www.csisoftwareusa.com/training/
online.php
– Sign up for a username and password
– The E-Learning Library is available to train your employee staff at your discretion.
– Live Webinars are offered by professional instructor.
• Ask questions and get answers• Discuss your issues with other
clubs around the country.
• User forum: http://forums.csisoftwareusa.com
• Wiki• It’s FREE!
Question and Answer
Account Managers
Eastern North
America
Western North
America
Toni [email protected] x223
Randy [email protected]
800-247-3431 x278
Coming Up Next…
• 4:00 – 5:00p: Town Hall Meetings!– Health, Fitness, and Wellness Centers, Forest
I– Non-Profits (JCC/YMCA), Forest II– Campus/Parks & Recreation, Forest III
• 6:00p– Bus leaves for Rainbow Lodge!