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We’ve created this set of best practices, tips, and tricks that can optimize your deployment, and your customers use, of Retail Management System
Headquarters. Take it with you to use as a quick reference guide for set-up procedures—we’ve even included page numbers to help you find the
information quickly in the Retail Management System Implementation Guide. You’ll have satisfied customers and fewer support calls.
Rule #2: Lock out the ability to add/delete Centrally Maintained Data from the stores (page 101).
• Use Menu and Field level security in Store Operations to disable the pertinent options (ex: disable the New button on the item list).
• Otherwise, when stores add/delete local items, tenders, taxes, etc., Headquarters cannot report on or view this data, which creates a lack of audit and control at Headquarters.
Rule #3: Carefully plan and create the Store Template Database to speed new store implementation (page 115).
• Store Specific data (page 104) is copied from the template database to the new store database.
• This can help speed implementation time for a new store.
• For example, enable the common security settings and register options on the template database so they transfer automatically to the new store database.
Rule #4: Plan accordingly when a client has a warehouse (page 24).
• The warehouse will need to buy a Store Operations license (1 lane) in order to receive and issue inventory.
• Count the warehouse as a store when buying Headquarters licenses. Partner Roadshow
• Features such as Worksheet 330 and 340 help customers move inventory between stores and the warehouse in a centralized purchasing environment.
A unique opportunity to come together
Rule #5: Headquarters Client and Headquarters Server are NOT Windows® Services (page 102).
• Place shortcuts in the Windows Start Up directory so they automatically start when a user logs on.
• Logging off the machine while running these applications WILL CLOSE the application and stop communications.
• Some partners make use of 3rd party tools that allow you to run any Windows application as a service.
Rule #7: Deploy Headquarters for businesses that have multiple stores with similar inventory (page 23).
• Using Headquarters when multiple stores have unique inventories can be difficult.
• The best fit for Headquarters is a customer who has multiple stores with mostly similar inventory among all sites.
Rule #8: Custom importing into Headquarters is not advised (page 111).
• Currently no supported import tool is available for Headquarters.
• Custom import tools/queries may not adhere to table relationships, such as the relationship between Item and ItemDynamic, which can lead to data integrity issues.
Rule #9: Enable Global Customers when implementing existing stores (page 184).
• Before processing a Worksheet 101 and 401 with an existing store for the first connection, be sure to enable the Global Customer option and set all necessary customers
to be Global.
• You can use this Update statement to flag all customers as a Global Customer: UPDATE Customer SET GlobalCustomer = 1
Partner Roadshow
Part 3: Hardware Considerations
A unique opportunity to come together
Rule #1: Plan for ample RAM on SQL Server, Headquarters Server, and Headquarters Client machines (pages 25, 111).
• SQL Server, Headquarters Server, and Headquarters Client are all RAM intensive applications.
• The more RAM available to these machines, the better performance and faster response times will be.
• Recommended RAM requirements for both machines is 2 GB or higher.
Rule #2: Microsoft SQL Server™ 2000 is recommended for the Headquarters database platform (pages 27, 42).
• The increased data requirements for Headquarters make SQL Server 2000 a logical choice.
• Access to Enterprise Manager and other SQL Server tools is often a valuable resource at Headquarters.
• Performance governor of Microsoft SQL Server™ 2000 Desktop Engine (MSDE) may cause performance issues with Headquarters users and store connections.
Rule #3: Deploy two servers: one for the Headquarters Server and another for the Headquarters SQL Server (pages 30, 105).
• Dedicated servers ensure maximum performance and throughput for Headquarters users and store connections.
• Headquarters Server application can operate on SQL Server, but for best performance two machines should be used.
• Headquarters Server application doesn’t need to be on a ‘server’ class machine, provided there is ample RAM on the computer.
• The Headquarters Server application machine does not need to have multiple processors as the Headquarters Server application is not multi-threaded.
Rule #4: Run Headquarters Client on a back office computer (pages 31, 106).
• While processing worksheets, Headquarters Client may affect the performance of the machine it is running on.
• This makes the application better suited for a back office machine rather than a point of sale.
• It is not recommended to run Headquarters Client on the same machine as the Store Operations MSDE Server.
Rule #5: Recommended disk arrangement for optimal performance on SQL Server (pages 44, 154).
• For optimal performance and disaster recovery, store the .mdf (data) and .ldf (log) files on different physical disks.
• Store the data file on a RAID-5 partition (striping with parity).
• Store the log file on a RAID-1 partition (mirroring).
• Keep the system partition on a drive other than the data and log file partitions.
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