Speedi-WIN Online Install Instructions
Transcription
Speedi-WIN Online Install Instructions
Speedi WIN Online Page 1 of 44 Speedi-WIN Online Install Instructions Table of Contents Logging on to Speedi-WIN Online ............................................................................................................... 3 Installing Citrix Receiver............................................................................................................................... 7 Launching Speedi-WIN Online .................................................................................................................. 11 Existing Speedi-WIN Users .................................................................................................................... 11 First time Speedi-WIN Users .................................................................................................................. 16 General Usage ............................................................................................................................................ 29 Installing Speedi-WIN Online on a 2nd PC ................................................................................................. 38 11/26/2014 Revision 18 Speedi WIN Online 1. Page 2 of 44 Verify you meet the following system requirements: Recommended Minimum Operating System RAM Hard Disk Space Internet Browser Adobe Reader Windows XP Professional SP3 or higher, Windows Vista Business SP1 or higher 32 bit, Windows 7 Professional 32 bit or 64 bit 2 GB 1 GB available disk space Internet Explorer 8.0 with SP2 or higher Adobe Reader 4.0 or higher Windows XP Professional SP3 or higher, Windows Vista Business SP1 or higher 32 bit, Windows 7 Professional 32 bit or 64 bit 1 GB 500 MB available disk space Internet Explorer 6.0 with SP2 or higher Adobe Reader 4.0 or higher Internet Connection Speed Broadband or DSL connection with at least 5 Mbps download & upload speed Broadband or DSL connection with at least .5 Mbps download & upload speed Notes: If you plan to use Speedi-WIN on multiple PC’s (i.e. your office PC and your home PC), please install first on the PC that has Speedi offline installed on (most likely your office PC). SpeediWIN Online will sync your existing user data (contact information, customer information, user-entered catalog numbers, pricing data, etc.) from the PC you install Speedi-WIN Online on first. Estimated Installation Time: 15-30 minutes. 11/26/2014 Revision 18 Speedi WIN Online Logging on to Speedi-WIN Online Page 3 of 44 1. Launch Internet Explorer. Click on the desktop shortcut OR go to Start -> Programs -> Internet Explorer 2. Enter the web address https://speediv.gespeedi.com in the browser. 3. Hit Enter or click on the green arrow. Note: If you have Internet Explorer 10, you will need to click on the Compatibility View icon. 4. You should see the below screen. 11/26/2014 Revision 18 Speedi WIN Online Page 4 of 44 5. Go to Tools (at top of IE page) and click Internet Options. 6. Click on the “Security” tab, select “Trusted sites” and click on the “Sites” button. 7. Below dialog box should open. Click on the Add button and then the Close button. 8. Click on the OK button on the Internet Options dialog box. 9. Now close and then open Internet Explorer again. Type in: https://speediv.gespeedi.com. 11/26/2014 Revision 18 Speedi WIN Online 10. Enter your User name and Password provided to you in the Congrats email. Page 5 of 44 If you want your user name to be remembered at next login, then select the “Remember my User name” option. 11. Click on 12. You will be prompted to provide a new password. Please create a password that is at least eight characters long. Note: If your EliteNet password is at least eight characters long, it should be valid for Speedi as well. 11/26/2014 Revision 18 Speedi WIN Online Page 6 of 44 13. Confirm your new password. Note: If your password does not have at least 8 characters, you will be sent back to the Log On page where you will need to login again with “Pa55word”. 11/26/2014 Revision 18 Speedi WIN Online Installing Citrix Receiver Page 7 of 44 14. You should see the below screen. Note: If you do not see this INSTALL dialog box, but instead you see the screen on step 23 on page 10, it means you already have Citrix installed, so skip to step 24 on page 10. 15. Check the check box beside I Agree with the Citrix license agreement. If this checkbox is not displayed, you will need to manually install the Citrix Receiver. (See page 32) 11/26/2014 Revision 18 Speedi WIN Online Page 8 of 44 16. If prompted for add-on permission, right click on the yellow block & select Run Add On option. 17. Then Click on green INSTALL button and you should see the below dialog box. From: vdixddct1.corporate.ge.com 18. Click . 19. Once the below dialog box appears, click 11/26/2014 . Revision 18 Speedi WIN Online 20. Below screen will open. Click Install. Page 9 of 44 21. Below progress will be displayed. 11/26/2014 Revision 18 Speedi WIN Online Page 10 of 44 22. If you see below screen, click Finish. 23. Once the installation is complete, you should see the below screen. (If you don’t or if you were forced to restart your PC, please go to https://speediv.gespeedi.com and log in). 24. Existing Speedi-WIN Users, go to Step 26 on Page 11. 25. First time Speedi-WIN Users, go to Step 1 on Page 16. 11/26/2014 Revision 18 Speedi WIN Online Launching Speedi-WIN Online Page 11 of 44 Note: This is a one-time process per Username and Password. Existing Speedi-WIN Users 26. Click on the Speedi-WIN Online icon . 27. You may see the below screens during the process of launching. 11/26/2014 Revision 18 Speedi WIN Online Page 12 of 44 28. Do Not Check the Read files only. Do check the “Do not ask me again for this site”. Click “Yes”. Note: Windows 7 users, the following dialog box may be hidden/behind one of your other open programs. Please minimize any open files/programs or look at taskbar at the bottom of your desktop to locate this dialog box. Check the “Do not ask me again for this site” and Click on the “Permit all access”. 29. Finding local drives on which Speedi is installed will continue. Below message box will be displayed during this period. 11/26/2014 Revision 18 Speedi WIN Online Page 13 of 44 30. Software License Agreement dialog box will open. 31. Click Yes to proceed. 11/26/2014 Revision 18 Speedi WIN Online Page 14 of 44 32. Once you accept the License Agreement, system will wait for you to initiate the backup process of your local data. 33. The following shortcut will be on your desktop now. Double-click on the desktop shortcut. You will see the below screen. 34. Once the backup process is successful, the Next button will become enabled. Click on the Next button. 11/26/2014 Revision 18 Speedi WIN Online Page 15 of 44 35. System will continue setting up your machine. 36. Once set-up is complete, Speedi-WIN login screen will open. Click OK. Congratulations! You have successfully installed and logged into Speedi-WIN Online! 37. Go to Tools DTO Maintenance Download DTO Data. Remember to login to DTO with your EliteNet username/password, which may be different than your Speedi username/password. See page 29 for final instructions. 11/26/2014 Revision 18 Speedi WIN Online First time Speedi-WIN Users Page 16 of 44 Note: This is a one-time process per Username and Password. 1. Click on the Speedi-WIN Online icon . 2. You may see the below screens during the process of launching. 3. Do Not Check the Read files only. Do check the “Do not ask me again for this site”. Click “Yes”. 11/26/2014 Revision 18 Speedi WIN Online Page 17 of 44 Note: Windows 7 users, the following dialog box may be hidden/behind one of your other open programs. Please minimize any open files/programs or look at taskbar at the bottom of your desktop to locate this dialog box. Click on the “Permit all access” and check the “Do not ask me again for this site”. 4. Finding local drives on which Speedi is installed will continue. Below message box will be displayed during this period. 5. You will then see the dialog box below. 6. Click Yes 11/26/2014 . Revision 18 Speedi WIN Online 7. Software License Agreement dialog box will open. Page 18 of 44 8. Click Yes to proceed. 9. You will be prompted to create a Speedi Login (screenshot on next page). Please complete the required fields. a. User MailID: leave as is. b. User Name: Input your First Name followed by your Last Name. c. User Type: Distributor d. NEMA Trade: Contact your local GE salesperson for this – it is based on your zip code. Based on your NEMA Trade input, Speedi will automatically populate your NEMA Trade Group and Region Code. e. Phone #/Fax #/Email: Input your phone #/Fax #/Email address. f. Dial Comm: Leave blank. g. Job Path: Leave as default unless you want your jobs to be saved to a different path/file. h. BOM Path/Drawings Path: Leave as default unless you want your BOM’s and Drawings saved to a different path/file. i. GE Sales Email/GE Ops Email: Contact your local GE salesperson for these. j. Address: Input your company name on the first line. Then, fill in the rest of your company address. 11/26/2014 Revision 18 Speedi WIN Online Page 19 of 44 \\Client\C$\SPDWIN\JOB 11/26/2014 Revision 18 Speedi WIN Online 10. Once you provide all the required details click on the Save icon Page 20 of 44 . 11. The following dialog box will open to save the UserID as default of SPEEDI. Click OK. 12. Then Click on Users and click Exit. 11/26/2014 Revision 18 Speedi WIN Online 13. You should see the following backup process begin. 14. Now just click on the Speedi-WIN Online icon 11/26/2014 Page 21 of 44 . Revision 18 Speedi WIN Online Page 22 of 44 15. Below Speedi login screen will be displayed where you will need to enter the UserID (i.e. SPEEDI) created at step 11 on page 20. 16. Once you type in SPEEDI, OK button will become enabled. Click OK. 11/26/2014 Revision 18 Speedi WIN Online Page 23 of 44 17. Speedi will open. You can now proceed with Running Communication Setup. 11/26/2014 Revision 18 Speedi WIN Online Page 24 of 44 Running Communication Setup 18. Go to Tools Menu 19. Click on Communication Setup 11/26/2014 Revision 18 Speedi WIN Online 20. Click on Next to Install Communication Setup. Page 25 of 44 21. You will be prompted to create your Mailbox Id. All three fields are required. a. NEMA Trade Group: Input your 4-character NEMA Trade Group code (get from your local GE salesperson) b. GE Index #: Input your 7 character Customer Index # (get from your local GE salesperson) c. Mailbox Id: Enter any 4 character code (Can contain 0-9, A-Z) 11/26/2014 Revision 18 Speedi WIN Online Page 26 of 44 22. Click Next. 23. Copy down the Mailbox ID from this screen which you will need to input into the User Maintenance screen shortly. Click Finish to finish the Communication Setup assuming successful. 24. Click Finish. 11/26/2014 Revision 18 Speedi WIN Online 25. Now Go to the Tools Menu and select User Maintenance. Page 27 of 44 26. User Maintenance screen will launch with User MailID = NO MAILID 11/26/2014 Revision 18 Speedi WIN Online Page 28 of 44 27. Update User MailID with the Mailbox ID that you copied down from Step 23 (on page 26) during Communication Setup. 28. Click on the Save icon. You will get the below screen. 29. Click OK and close the User Maintenance screen. 30. Exit Speedi-WIN. 31. Log back in and go to Tools DTO Maintenance Download DTO Data. Remember to login to DTO with your EliteNet username/password, which may be different than your Speedi username/password. Congratulations! You have successfully installed and logged into Speedi-WIN Online! See page 29 for final instructions. 11/26/2014 Revision 18 General Usage Speedi WIN Online Page 29 of 44 1. To logoff, go to File Exit Speedi-WIN or click on X in upper right-hand corner. Note: After 4 hours of inactivity, Speedi will automatically close. Please save any open job file before stepping away from Speedi for a long period of time. You will see the User Data Backup process complete. 11/26/2014 Revision 18 Speedi WIN Online Page 30 of 44 2. To open Speedi again, just click on the Speedi-WIN Online icon. Otherwise, click on the Log Off icon and close the internet browser. 3. To open Speedi again at a later time, double-click on the Speedi-WIN icon on your desktop or go to https://speediv.gespeedi.com. Note: If you do not have the Speedi-WIN Online icon on your desktop, simply bookmark the Speedi-Win Log On page (https://speediv.gespeedi.com) and then drag and drop this URL from your list of Favorites to your desktop. Maximize your performance To maximize the speed of your program, we recommend that you enable the GE Server Save option. Instead of saving your jobs to your local PC, you will save your jobs to the GE server. Please review the Initial Setup guide (see link below) which includes the instructions to enable this feature. http://elitenet.geindustrial.com/EnetTraining/Dispatcher?REQUEST=ENETTRAININGGUIDE Best Practice Recommendation Open Internet Explorer. Go to Tools Internet Options. From the General tab, click the Delete button. From the Delete Browsing History section, select all the boxes except “Passwords”, then click the Delete button. Check the “Delete browsing history on exit” box, then click Apply. See screenshot on next page. 11/26/2014 Revision 18 Speedi WIN Online Page 31 of 44 1 4 2 3 5 From the Content tab, click the “Clear SSL state” button (see screenshot below). Click OK to close Internet Options window. Note: You will be required to download DTO every 60 days in order to access pricing. Remember to login to DTO with your EliteNet username/password, which may be different than your Speedi username/password. You will always be running the most current version of Speedi-WIN. No need to run upgrades or patches. They will automatically be applied. 11/26/2014 Revision 18 Speedi WIN Online Page 32 of 44 Steps to manually install Citrix Receiver 1. Go to http://www.geindustrial.com/speedi/others/CitrixReceiver.htm 11/26/2014 Revision 18 Speedi WIN Online Page 33 of 44 2. Right click blocked download and click on download file. 3. Click Run. 11/26/2014 Revision 18 Speedi WIN Online 4. You will see the below screen. Click Install. Page 34 of 44 5. Below progress bar will be displayed. 11/26/2014 Revision 18 Speedi WIN Online 11/26/2014 Page 35 of 44 Revision 18 Speedi WIN Online 6. If you see below screen, click on Finish button. Page 36 of 44 7. Once complete, close the current page shown below via File Exit or via the X in the upper right corner. 11/26/2014 Revision 18 8. Speedi WIN Online Log into Speedi-WIN Online as you normally would. Page 37 of 44 9. If you see the following window and the Citrix Receiver is blocked, right click on the block and select Run Add On option. Then, close this window. 10. Open Internet Explorer and type in: https://speediv.gespeedi.com. 11. Existing Speedi-WIN Users, go to Step 26 on Page 11. 12. First time Speedi-WIN Users, go to Step 1 on Page 16. 11/26/2014 Revision 18 Speedi WIN Online Installing Speedi-WIN Online on a 2nd PC Page 38 of 44 Whether you are installing Speedi-WIN Online on a 2nd PC or a replacement PC, please follow the steps below. Before you begin the install on the 2nd PC, we recommend that you copy your existing Speedi job files from PC 1onto a memory stick so that you can move them to PC 2. Create a new folder (i.e. C:\SPDWIN\JOB) on PC 2 and paste your existing jobs here. Note: if you want to access your Speedi job files on multiple PC’s, you will need to enable the GE Server Save option on your 1st PC so that your jobs will be saved to the GE Server versus to your local PC and then you will be able to access all your jobs from all your PC’s. Please review the Initial Setup guide (see link below) which includes the instructions to enable the GE Server Save feature. http://elitenet.geindustrial.com/EnetTraining/Dispatcher?REQUEST=ENETTRAININGGUIDE 1. Launch the Internet Explorer. Click on the desktop shortcut OR go to Start -> Programs -> Internet Explorer 2. Enter the web address https://speediv.gespeedi.com in the browser. 3. Hit Enter or click on the green arrow. Note: If you have Internet Explorer 10, you will need to click on the Compatibility View icon. 11/26/2014 Revision 18 Speedi WIN Online Page 39 of 44 4. You should see the below screen. 5. Go to Tools (at top of IE page) and click Internet Options. 6. Click on the “Security” tab and select “Trusted sites” and click on the “Sites” button. 11/26/2014 Revision 18 Speedi WIN Online Page 40 of 44 7. Below dialog box should open. Click on the Add button and then the Close button. 8. Click the OK button on the Internet Options dialog box. 9. Now close and then open Internet Explorer again. Enter in: https://speediv.gespeedi.com. 10. Enter your User name and Password and click Log On. If you want your user name to be remembered at next login, then select the “Remember my User name” option. 11. Check the check box beside I Agree with the Citrix license agreement. If this checkbox is not displayed, you will need to manually install the Citrix Online Plugin. (Go to page 32) Note: If you do not see this dialog box, but instead you see the screen on step 19 on page 40, it means you already have Citrix installed this PC so you can skip to step 20 on page 42. 11/26/2014 Revision 18 Speedi WIN Online Page 41 of 44 12. If prompted for add-on permission, right click on the block & select Run Add On option. 13. Then Click on the green INSTALL button and you should see the below dialog box. From: vdixddct1.corporate.ge.com 14. Click and you should see the below dialog box. 15. Once the below dialog box appears, click 11/26/2014 . Revision 18 Speedi WIN Online Page 42 of 44 16. Below screen will be displayed. Click on the Install button. 17. Below progress will be displayed. 11/26/2014 Revision 18 Speedi WIN Online 18. If you see below screen, click on the Finish button. Page 43 of 44 19. You should see the below screen. (If you don’t or if you were forced to restart your PC, please go to https://speediv.gespeedi.com and log in). 20. Click on the Speedi-WIN Online icon to begin using Speedi on your 2nd PC. 11/26/2014 Revision 18 Speedi WIN Online 21. You may see the below screen during the process of launching. Page 44 of 44 22. Do Not Check the Read files only. Do check the “Do not ask me again for this site”. Click Yes. Note: Windows 7 users, the following dialog box may be hidden/behind one of your other open programs. Please minimize any open files/programs or look at taskbar at the bottom of your desktop to locate this dialog box. Check the “Do not ask me again for this site” and click on the “Permit all access”. Note: To add the Speedi-WIN Online icon to your desktop, simply bookmark the Speedi-Win login page (https://speediv.gespeedi.com) and then drag and drop this URL from your list of Favorites to your desktop. 11/26/2014 Revision 18