BMWChinaITManagerTrainingPresentationDMSV21

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1、BMW China.IT Manager Training.2011Page 1BMW China - IT Manager Training.Training Presentation.DMS.BMW China.IT Manager Training.2011Page 2BMW China - IT Manager Training. DMS.Index.lBasic KnowledgelIT Manager AccountBMW China.IT Manager Training.2011Page 3BMW China - IT Manager Training. DMS. DMS Ba

2、sic Knowledge.Content1. Business process & System basic.2. Password policy.3. Password reset.4. K-print.5. K-client.6. QA & FAQBMW China.IT Manager Training.2011Page 4Autoline Fully integrated dealer management system. CRM Customer Relationship Management Fully integrated and adapt to dealer

3、 business process. Multi languge, company and location supported. Friendly user interface GUI. Up to 9 level user individualized priotiry. Online help document. BMW manufacture system interface. Intraction with Microsoft application. (Import & Export with Excel)BMW China - IT Manager Training. D

4、MS. Basic KnowledgeBusiness process & System basic.BMW China.IT Manager Training.2011Page 5-定金-销售账单-退货账单交车零售报告报价及签合同售后服务模块车间调度 POS 厂商系统 客户车辆市场营销模块新车入库，订金，发票配货服务需求零件供应采购，销售，盘点内部销售，保修，维修客户信息客户信息库存车辆信息客户信息维修车辆信息零件模块零件采购 零件销售库存盘点 展厅销售模块库存管理财务模块采购分类帐销售分类帐资产登记总帐Module relationships.BMW China - IT Mana

5、ger Training. DMS. Basic KnowledgeBusiness process & System basic.BMW China.IT Manager Training.2011Page 6Interface overview with manuafacture systems.BMW China - IT Manager Training. DMS. Basic KnowledgeBusiness process & System basic.BMW China.IT Manager Training.2011Page 7Parts price SA40

6、Parts order SA10.Parts invoice SA30.Warranty Payments CBU/CKD.Stock update CBU/CKD.Vehicle master data CBU/CKD.Vehicle retail notification CBU/CKD.KTA Open campaign.Vehicle Chassis Model FG01.Interface list.Prospect customersService customersVehicle informationService invoice headerService invoice d

7、etailsHandover InformationParts orderParts receiverParts stockParts lost StocksMarketing campaignContact historyBMW China - IT Manager Training. DMS. Basic KnowledgeSystem Basic.NDB report data BMW China.IT Manager Training.2011Page 8u8 characters in length.uNo 3 repeated characters. uSystem log in

8、ID will be locked after 3 failed try.uPassword need to be changed on monthly basis.uNew password can not be same as the five one recently used.BMW China - IT Manager Training. DMS. Basic KnowledgePassword Policy.BMW China.IT Manager Training.2011Page 9Process&Principle:1.At least 2 people (reque

9、stor and approver) with password loster in same department.2. Account with MG in the beginning, MG*, still need to submit ticket in Websms to reset.3.Requestor request password reset for lostor,approver approved in system,IT Manager reset the password for password loster.BMW China - IT Manager Train

10、ing. DMS. Basic KnowledgePassword Reset.BMW China.IT Manager Training.2011Page 10Role Defination:Password loster = who lost his passwordPassword requestor = who request reset password for Password losterPassword approver = who gives approval to allow/deny Password resetor=IT ManagerExample :Password

11、 loster = SR01TM93Password requestor = SR02TM93Password approver = SR03TM93Passowrd resetor=IT01TM93Notice: this is an example only, please use your own ID to do password reset .BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset.BMW China.IT Manager Training.2011Page 11Password requ

12、estor log in the system ,find “reset password for colleagues” under system utilities.BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset-RequestBMW China.IT Manager Training.2011Page 12Click “Create” to request password reset for colleagues. Select the one who lost password user ID a

13、nd the one who to approve the request .Click “Ask approval”.Ps. The 3 user should in the same departmentBMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset-RequestBMW China.IT Manager Training.2011Page 13Go to this “reset password for colleagues” use SR03TM93, SR03TM93 will see this

14、request sent from SR02TM93 and need approval, double click the line and approve.BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset-ApproveBMW China.IT Manager Training.2011Page 14IT01TM93 click “check history” then find this request was approved by SR03TM93, double click the line. Y

15、ou will see this windows and click “reset password”.BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset-ResetBMW China.IT Manager Training.2011Page 15BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset-ResetIT manager to input password of ITMASTER, IT manager can get

16、password from dealer extranet. Then IT Manager can input password for SR01TM93. BMW China.IT Manager Training.2011Page 16How to Avoid password reset:If user click the Kclient shortcut from other coworkers computer, he should double check the ID is himself and fill the password correctly.If user fill

17、 the wrong password twice, please close the Kclient and rerun a new Kclient program.Be careful for the Cap used when type in. BMW China - IT Manager Training. DMS. Basic KnowledgePassword Reset.BMW China.IT Manager Training.2011Page 17Contents:Kprint IntroductionKprint InstallationKprint Configurati

18、onKclient Introduction.Kclient Installation.Kclient Configuration.BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 18Print management software supporting K_Form Printing.Kprint consists of 3 component. Form editor. Printing service. Admin

19、istration tool.What is Kprint?BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 19Form Editor. Design the From format and contents.Printing service. Running at background. Listening to the printing request from DMS. Allocate the appropriat

20、e format and physical printer to the printing task.Administration tool Create and manage the “Printing Queue”BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 20Printing Queue1DMS Autoline Sever.KPrint Server 1DMS K_Client 1Printing Queue2

21、How is KPrint working with Autoline?Physical printer 1Laser.Physical printer 2Dot matrix.DMS K_Client 2Printing Queue1KPrint Server 1DMS K_Client 1Printing Queue2Physical printer 1Laser.Physical printer 2Dot matrix.DMS K_Client 2Dealer BDealer ABMW China - IT Manager Training. DMS. Basic KnowledgeKp

22、rint Print KForm.BMW China.IT Manager Training.2011Page 21PC Server.Software: Microsoft Windows 2000/2003 server operating system. Kprint server software for Intel-based PC version.Connection to LAN: Fixed IP XXX.XXX.XXX.XXXKprint Server hardware requirement.BMW China - IT Manager Training. DMS. Bas

23、ic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 22Kpinter server installation.Shutdown the MS windows firewallBMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 23Download the Kprint software, fonts and Kprint_forms.zi

24、p from http:/172.16.1.140:790/download BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 24Input the DMS as the license sever hostname/IP.And total number of physical printers using DMS.DMS should be setup firstly in DNS sever. BMW China -

25、 IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 25Disable the firewall blocking for Kprint service in case of warning pop up.BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 26UDP Port:

26、Should be 1791 + SYSTEMID (SYSTEM ID is the last number in dealer user ID For example 1 for SR01SDD1user)BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 27In next screen, click “Cancel”BMW China - IT Manager Training. DMS. Basic Knowledg

27、eKprint Print KForm.BMW China.IT Manager Training.2011Page 28Now you can see license is allocated.Click “Yes” to get license again.BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 29Create Printer Queues.Select “Queue Add”.BMW China - IT

28、Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 30In queue properties, follow the name convention like below and input the easy to find description. Link the printer to the physical printer used.BMW China - IT Manager Training. DMS. Basic KnowledgeKpri

29、nt Print KForm.BMW China.IT Manager Training.2011Page 31In the advanced tap, setting the column and kform.BMW China - IT Manager Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 32Check the testing, input free style text and print.BMW China - IT Manager Trainin

30、g. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 33Click the status button to verify the the link status with physical printer, if Error, verify the printer IP setting, network condition, driver installation. You can also restart the printer sever.BMW China - IT Manag

31、er Training. DMS. Basic KnowledgeKprint Print KForm.BMW China.IT Manager Training.2011Page 34Before using K_client to login the DMS from dealership, Dealer IT manager should manage the computer name in a good manner, Following is the rule.BMW China - IT Manager Training. DMS. Basic KnowledgeKclient.

32、1. Computer name should not be duplicate in same dealer group.2. Naming convention: Dealer ID(4) + Department(3) + Serial Number(3) For example: D00ASAL001, in which:D00A Dealer ID for DMS project.SAL Stands for Sales DepartmentCRM - CRM & Marketing, MGR General manager, quality managerSER - Ser

33、vice, PAR-Parts, ACC-Accounting, SAL Sales001 3 digits sequence number, starting from 001 .BMW China.IT Manager Training.2011Page 35Proper usage of Kclient:Improper usage of the Kclient will result in the database record locked like customer data, vehicle data, WIP, e.g. BMW China - IT Manager Train

34、ing. DMS. Basic KnowledgeKclient.1. Make sure the network connectivity is stable and solid.2. No plug out the cable while Kclient is running.3. No process killed via task manager when running report or operation.4. Make sure the wireless signal in quality if you allow mobile workstation.5. Long time

35、 leave more than 30 minutes, need to exit Kclient other wise the process will be killed by system and record will be locked as well.BMW China.IT Manager Training.2011Page 36Kclient is the client software installed on users computer.Kclient is so called “clean” client, all calculations is runing on A

36、utoline DMS sever, the client side is responsible for the GUI display and glean input data and display the result.It can be download from Autoline Sever.BMW China - IT Manager Training. DMS. Basic KnowledgeKclient.Ensure the version should be 06.20.50.15148BMW China.IT Manager Training.2011Page 37Af

37、ter installation, create the Kclient shortcut.BMW China - IT Manager Training. DMS. Basic KnowledgeKclient.BMW China.IT Manager Training.2011Page 38Input DMS in the sever field, input the correct groupXX in the connect to service field, XX refer to the last 2 number digits of your user ID.BMW China

38、- IT Manager Training. DMS. Basic KnowledgeKclient.BMW China.IT Manager Training.2011Page 39For clocking client in the workshop, you need to set up the Client property as below, put “SO XX 销售系统 Clockings” BMW China - IT Manager Training. DMS. Basic KnowledgeKclient.SO A1 销售系统销售系统 ClockingsWhere SO s

39、tands for:Point Of Sale moduleXX Stands for the company, for example, A1BMW China.IT Manager Training.2011Page 40It is required to use the matched version of K_client with KCML version running on the sever.Dealer IT manager should be responsible for that.In the recent release, user may not be able t

40、o log on system until install the nominated Kclient.Normal user can only choose YesBMW China - IT Manager Training. DMS. Basic KnowledgeKclient.BMW China.IT Manager Training.2011Page 41It will guide user to the download page and please follow up the Kclient installation process indicated before.Clic

41、k the hyperlink and install.BMW China - IT Manager Training. DMS. Basic KnowledgeKclient.BMW China.IT Manager Training.2011Page 421. The specified printer do not print the paper document after action in Autoline DMS. Solution:Step1：Check the status of the printing job in the spool. Firstly make sure

42、 there is no pending printing job, if the status is unavailable, then this job stuck the whole printing service, terminate this printing job.Step 2：Open the spool related to the printer specified.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 432. Can

43、 not log on system, system indicate server refuse connection as below：Reason：Incorrect service group configured.Solution: input the correct group in the connect to service.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 443. Can not obtain the license

44、( Network problem)Solution: The Kprint port has been opened in the firewall, please configure or consult Mcon. The port is 515 and 1791+ System ID.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 454. Can not obtain the license.(Configuration problem) S

45、olution: Check the configuration in Kprint Administrator kprint administrator queueremote licensing- settings udp port.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 465. A specified printer can not print, test failure in test against this queue.Reaso

46、n: Queue Name wrong.Solution: Check your queue name and contact helpdesk then set up correct queue in kprint sever.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 476. All printer can not work, the test status are all Error by testing status. Reason: K

47、print service stoped. Solution: Execute the bat for Kprint service restarting or manually run in console.Kpservice.bat：echo offInstallation directorykpservice.exe -eInstallation directorykpservice.exe uInstallation directorykpservice.exe -fexitBMW China - IT Manager Training. DMS. Basic KnowledgeFAQ

48、.BMW China.IT Manager Training.2011Page 487. Redirect the printer to another physical printer. Solution: Change the queue property, choose the printer to the other printer with same type.BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 498. Wrong fonts

49、on print out or broken character. Solution: Install the BMW nominated fonts on Kprint Sever and the local computer in case of using the shared computer.汉仪大黑简 BMWType V2 Light BMWType V2 RegularBMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 509. Broken

50、 characters on the print out. Reason: Wrong configuration. Solution: Change the property of the queue in the advanced tap. BMW China - IT Manager Training. DMS. Basic KnowledgeFAQ.BMW China.IT Manager Training.2011Page 51BMW China - IT Manager Training. DMS. IT Manager Account.Content:1.Unlock Recor

51、ds 2.Change language3.Parts Daemon Control4.Display Users5.Password Reset6.APM setting7.Spooler ControlBMW China.IT Manager Training.2011Page 52Country Specifics China Specific Menu Utilities IT Manager AccountHeader RecordsBMW China - IT Manager Training. DMS. IT Manager AccountUnlock WIPInput the

52、WIP number in the following blank space.If can not be edit please use “TAB” button to move on。BMW China.IT Manager Training.2011Page 53What is locked WIP record?BMW China - IT Manager Training. DMS. IT Manager AccountUnlock WIP recordBMW China.IT Manager Training.2011Page 54BMW China - IT Manager Tr

53、aining. DMS. IT Manager AccountUnlock WIP recordDisplay locked WIP background process. Please confirm the user ID and partition then double click to end the process.BMW China.IT Manager Training.2011Page 55If the WIP number is not locked or not exist. System will pop up a message to remind. Just cli

54、ck “OK” .BMW China - IT Manager Training. DMS. IT Manager AccountUnlock WIP recordBMW China.IT Manager Training.2011Page 56BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsPurchase/Sales Ledge accounts unlock process and rule is the same. Just choose the right op

55、tion base the situation.Account number must be input as 1 Cap alpha+7 digit number, then press “TAB” to make the “Check button enable.BMW China.IT Manager Training.2011Page 57What is locked purchase accounts?BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsBMW Ch

56、ina.IT Manager Training.2011Page 58BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsAt the time of termination is already targeted by account before. System will check buffer and Daybook. If there is no data in buffer please click reset button.BMW China.IT Manage

57、r Training.2011Page 59If the purchase accounts reset successful the flag will be blank.BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsBMW China.IT Manager Training.2011Page 60If pop up the following message，Reset button is disable，please ask accounting key user

58、 to submit ticket to Dealer Helpdesk via WEBSMS.BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsBMW China.IT Manager Training.2011Page 61If the account code is not locked or not exist. System will pop up a message to remind. Just click “OK” .BMW China - IT Manag

59、er Training. DMS. IT Manager AccountUnlock Purchase/Sales accountsBMW China.IT Manager Training.2011Page 62BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase HeadersCountry Specifics China Specific Menu Utilities IT Manager AccountHeader RecordsBMW China.IT Manager Training.2011

60、Page 63What is locked purchase header?BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase HeadersBMW China.IT Manager Training.2011Page 64Display locked Purchase background process. Please confirm the user ID and partition then double click to end the process.BMW China - IT Manag

61、er Training. DMS. IT Manager AccountUnlock Purchase HeadersBMW China.IT Manager Training.2011Page 65If the purchase header is not locked or not exist. System will pop up a message to remind. Just click “OK” .BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Purchase HeadersBMW China.IT

62、Manager Training.2011Page 66BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Quote DetailsCountry Specifics China Specific Menu Utilities IT Manager AccountHeader RecordsBMW China.IT Manager Training.2011Page 67What is locked quote record?BMW China - IT Manager Training. DMS. IT Manage

63、r AccountUnlock Quote DetailsBMW China.IT Manager Training.2011Page 68If the quote detail is not locked or not exist. System will pop up a message to remind. Just click “OK” .BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Quote DetailsBMW China.IT Manager Training.2011Page 69BMW Chin

64、a - IT Manager Training. DMS. IT Manager AccountUnlock Customer RecordCountry Specifics China Specific Menu Utilities IT Manager AccountHeader RecordsBMW China.IT Manager Training.2011Page 70What is customer record locked?BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Customer Record

65、BMW China.IT Manager Training.2011Page 71Display locked users background process. Please choose the right process stop.BMW China - IT Manager Training. DMS. IT Manager AccountUnlock Quote DetailsBMW China.IT Manager Training.2011Page 72BMW China - IT Manager Training. DMS. IT Manager AccountUnlock C

66、ustomer RecordsIf the customer record is not locked or not exist. System will pop up a message to remind. Just click “OK” .BMW China.IT Manager Training.2011Page 73Country Specifics China Specific Menu Utilities IT Manager AccountVehicle recordsBMW China - IT Manager Training. DMS. IT Manager AccountUnlock Vehicle RecordsEnter complete 17 chassis number or the chassis number after seven number. BMW China.IT Manager Training.2011Page 74What is locked vehicle record?BMW China - IT Manager Training. DMS. IT Manager AccountUnlock