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Initial Setup

The following is an example outline of the initial setup procedure along with suggested values.

  • Open the setup card
    • Press on the ActionItem Edit, if you are not in edit mode
    • Press the ActionItem 1Create number series and follow the displayed instructions
    • In the Services tab, check the box next to SkyMinder.
    • Check the version once, whether "Everything is fine" is displayed in the Status field
    • Close the setup card
  • Open the user setup list by clicking on CreditSolution2Dynamics user setup.
    • Press the New ActionItem
    • Press on User ID field
    • Select the desired user from the list
    • Enter SkyMinder user and SkyMinder password in the user line
    • Press the Test SkyMinder Connection button once during initial setup. In case of problems with the login, a list of common mistakes is available.
    • Close the user facility
  • Open countries/regions list by pressing Countries/Regions
    • Press the Import country list ActionItem during initial setup.
    • For frequently used countries for queries, enter the BC country identifier in the list
    • Close countries/regions list
  • Open the currency assignment list by pressing Currency Assignment
    • Press the Download currency list ActionItem during initial setup.
    • For frequently used currencies, enter the BC currency code in the list
    • Close currency assignment list

This completes the exemplary initial setup.