Installing Opportunity Management
Before installing Opportunity Management, make sure you have completed all the planning steps recommended. You must have Opportunity Administrator or System Administrator security privileges to install and tailor Opportunity Management.
We highly recommend that you build a prototype first in a test environment and later in a live environment. This gives you the opportunity to check that all test examples (role members, security groups, process engines, and users) have been removed from the system before going live.
This is the process to implement Opportunity Management:
- Install the module.
- Assign users to opportunity security roles.
- As needed, create or edit Opportunity Types.
- Create an action plan.
- Set up output processes and reports.
To install the module
- Install and start up IIS on the webserver that will host Opportunity Management (and other .NET applications).
- Install the iMIS Server .NET software on a workstation that is different from the .NET webserver and from the iMIS SQL server. (This minimizes confusion over which folders are used for what purpose.)
- Open the workstation and upgrade the database.
- Confirm that the upgrade was successful and follow the iMIS upgrade procedure.
- Change the license key information to include the Opportunity Management module.
- Install the iMIS Server .NET software on the webserver:
- Answer "Yes" when asked about preparing the database for .NET.
A batch window opens and displays messages that business objects are being built.
- When the message displays that there are deployment errors, log in to iMIS and select IFC> User Defined Tables.
- Select Build All. Each User Defined table will return with the table name, successfully built, compiled, and published.
- Confirm that the new module is in place.
To assign users to opportunity security roles
Opportunity group roles specify levels of access and control for individual opportunities.
Note: All users in Opportunity Management must have an individual record in iMIS Customer Management, an email address in their record, and an up-to-date Internet Security login and password.
- From Opportunity, select Set up module.
- Click the Security Groups tab.
- Select the Security Group role.
- Select each user to be added to the group.
The user's name appears in the Current Members list.
- Click Save.
To edit Opportunity Types
If the default Opportunity Types are similar to those your organization uses, you can simply change the default properties. Changes to Opportunity Type definitions are not retroactive to existing opportunities.
- From Opportunity, select Set up module.
- Select the Types tab.
- Select the Opportunity Type.
- Make the desired changes.
- Click Save.
To create Opportunity Types
- From Opportunity, select Set up module.
- Select the Types tab.
- Click Add Type.
- Define the Opportunity Type:
- Enter the name and description of the Opportunity Type.
- From the Opportunity Class drop-down list., select the Opportunity Class.
- From the Default Action Plan drop-down list, select the action plan to be associated with this Opportunity Type.
- Click the Default Owner Lookup icon to select a default Opportunity Owner for this Opportunity Type. The default owner must be a member of the Opportunity Owners group.
- (optional) Enter role categories in the Owners Group Roles to Create textbox to be displayed in the Opportunity Owners list for new opportunities.
- (optional) Enter role categories in the Contacts Group Roles to Create textbox to be displayed in the Contacts list for new opportunities.
- (optional) Enable the Allow Competitor References option.
- Click Save.