Configure MONITOR G5
The ERP system consists of a database server and an application server which you install on the computer which should be the MONITOR G5 Server. A Windows client is included in the purchase of the ERP system and this should be installed separately on the computers where the ERP system should be run. There is also web client for the ERP system. The web client is either run in a regular web browser or as an app for Android and IOS. The app is available at Google Play and at Apple App Store. To be able to use the app and the web client the MONITOR G5 Web server must be installed and your firewall must also be configured. Description of these installations and how to configure the firewall is available in separate documents delivered together with the installation programs.
The server is updated using a program called MONITOR Installation manager. The program becomes installed when the MONITOR G5 Server is installed. Windows clients are automatically updated when they are started for the first time after the server program has been updated.
After the installation, MONITOR G5 should be configured by the system administrator, MONITOR responsible, and qualified personnel. You need to create scheduled backup of the company's databases. Read more about this in the topic Create and schedule backup.
There are also different default system settings which you should go over, check, and maybe change based on how the company will use the system. Different basic data should also be registered. This work must also to a certain extent be performed if the company converts/migrates from the previous generation of MONITOR. It is also possible to import basic data (parts, part balances, customers, suppliers) from another ERP system. These imports are performed directly in MONITOR G5. This work is normally done after the installation but before you start the training in the system.
Examples of basic data are users and these should then be assigned roles linked to user rights. This needs to be done so members of the personnel can log in to MONITOR G5 and access different procedures. Basic data is also parts, BOM and routing, work centers, customers, suppliers, schedules, posting dimensions, etc. Parts with balances, locations, batch numbers, and suppliers can be imported from another ERP system or spreadsheet application. Read more about the work concerning basic data and settings in the topic Basic data and settings.
When basic data has been registered and all settings have been controlled, the system administrator should also create one or more test databases which should then be used when training in the system. Read more about this in the topic Create test databases.
We recommend that registration of basic data and controlling/changing default settings should best be done in consultation with consultants/instructors from Monitor ERP System AB.
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