MICROCAT FOR LAND ROVER - INSTALLATION INSTRUCTIONS
Microcat can be installed to operate in a stand alone or network environment. Installations of Microcat require a dongle (hardware security key) to be connected to the appropriate computer port. If a dongle is not connected you may be required to select your region and country. Alternatively, Microcat Authorisation Server (MAS) can be used as the Microcat security measure. For more information on MAS, refer to the MAS installation and user guide posted on the MAS website: http://imassp.microcat.net/support.htm MAS must be used when operating Microcat in a thin client environment such as Terminal Services or Remote Desktop.
Microcat Stand Alone Installation
To install Microcat: 1. Insert the Microcat CD (Disk 1) in the CD-ROM drive. The Microcat Autoplay Menu will display. 2. Click Install Microcat. If the Autoplay menu does not appear, navigate to the CD-ROM drive and click on setup.exe. 3. Choose your setup language, and click OK. 4. Click Next. 5. Read the End-User Software Usage Agreement, and if you agree with the terms and conditions, click Yes. 6. Select the type of installation (Application and Data Installation), and click Next.
7. Click Next. 8. Select the drive where the data is to be installed, and click Next. If required, insert the additional Microcat CDs into the CD-ROM drive, and click OK. 9. Confirm the restart option is selected, and click Finish.
Microcat Network Installation
The dealerships System Administrator can install Microcat across a computer network. The recommended configuration is to install the catalog data on a central server and the application on each workstation. The main steps to be performed are:
Install the Microcat catalog data on the central server. Install the Microcat application on the workstations that will run Microcat. Share the central server with each workstation. Map each workstation to the central server.
Installing the catalog data on the server
To install the catalog data on the server: 1. Insert the Microcat CD (Disk 1) in the servers CD-ROM drive. The Microcat Autoplay Menu will display. 2. Click Install Microcat. If the Autoplay menu does not appear, navigate to the CD-ROM drive and click on setup.exe. 3. Choose your setup language, and click OK. 4. Click Next. 5. Read the End-User Software Usage Agreement, and if you agree with the terms and conditions, click Yes. 6. Select the type of installation (Data Only), and click Next.
Installing the Microcat application on workstations
To install the Microcat application on individual workstations: 1. Insert the Microcat CD (Disk 1) in the workstations CD-ROM drive. The Microcat Autoplay Menu will display. 2. Click Install Microcat. If the Autoplay menu does not appear, navigate to the CD-ROM drive and click on setup.exe. 3. Choose your setup language, and click OK. 4. Click Next. 5. Read the End-User Software Usage Agreement, and if you agree with the terms and conditions, click Yes. 6. Select the type of installation (Application Only), and click Next.
7. Click Next. 8. Confirm the restart option is selected, and click Finish.
Sharing the catalogue data on the server
Install the catalog data on the server by completing the steps as outlined in Installing the catalog

data on the server.

To set up the server to share the catalog data with other workstations: 1. Double click on My Computer. 2. Right click the drive which the catalog data has been installed on, and choose Sharing and Security. 3. Confirm the Share this folder check box is selected, and add a share name. 4. Click OK.
Mapping each workstation to the catalogue data on the server
Install the Microcat Application on each workstation by completing the steps as outlined in Installing the Microcat application on workstations. To set up the workstation to map to the shared drive: 1. Double click on My Computer. 2. Click the Tools menu and select Map Network Drive. 3. Select a drive letter from the Drive: drop-down menu. Choose any available letter other than Z. 4. Click on the Browse button to select the shared drive on the server machine, and click OK. 5. Confirm the Reconnect at logon check box is selected, and click Finish.
Installing monthly application updates to each workstation via the server
Monthly application updates can be made via the server after the application has been installed on each workstation. Prior to making the application updates, set up the server to map to the drive on each workstation where the application will be installed. Full administrative privileges for the workstation are required. To install monthly application updates from the server: 1. Complete steps 1-5 as outlined in Installing the catalog data on the server. 2. Select the type of installation (Application Only), and click Next. 3. Click Browse, and select the drive and directory for the workstation where the application will be installed. 4. Click OK.

5. Click Next. If required, insert the additional Microcat CDs into the CD-ROM drive, and click OK. 6. Confirm the restart option is selected, and click Finish.
Infomedia Ltd 2004 2007. All rights reserved worldwide. Infomedia, MAS and Microcat are trademarks and registered trademarks of Infomedia Ltd. All other brand names or trademarks are the properties of their respective holders. No warranty of any kind is given regarding the information contained herein, which is provided on an as is basis. Any warranties as to merchantability and fitness for a specific purpose are, to the fullest extent, excluded. Infomedia Ltd shall in no way be liable to the reader of this document for any direct, consequential, indirect, incidental, punitive, special or other damages whatsoever arising from the readers reliance on the contents provided herein. The receipt of this document shall not be construed as conferring any rights to the recipient in the information provided, nor in the patents, trademarks or copyrights of Infomedia Ltd or any of its subsidiaries. StandAloneNetworkInstallGuide_LRE_EN_v1.3

Microcat Land Rover

Parts Quick Start Guide

Contents

Introduction..... 2

About the guide..... 2

Installing Microcat..... 3 Getting started.... 4
Microcat overview..... 4 Set up Microcat..... 7 Log on to Microcat.... 9
Identifying a vehicle.... 10
Access the Vehicle Identification dialogue box... 10 Identify by VIN..... 11 Identify by registration number.... 12 Select vehicle details.... 13

Selecting parts.... 14

Use the Graphic Index.... 14 Use the Alpha Index.... 16 Search for parts.... 17 Filter search results..... 18 Use the Quick Part Locator.... 19 Work with the Databar.... 20 Work with the SuperWindow.... 21
Finalising an Order List... 23
The WorkBench and the Order List.... 23 Edit a line.... 24 Delete a line..... 24 Suspend an order..... 24 Retrieve an order.... 24 Print an Order List..... 25 Email an Order List.... 25 Delete an entire Order List.... 25 Transfer an Order List to the DMS.... 26
Microcat resources.... 27
General information..... 27 Training resources..... 27

Infomedia Ltd 2005-2007

Introduction
Welcome to Microcat! Microcat is an electronic parts and service selling system. Some of its advantages are: Fast and accurate parts interpretation Electronic transfer of parts to your Dealer Management System (DMS)
This guide is designed to assist users to learn Microcat. The selection of parts within Microcat is performed using a three-step model: 1. Identify a vehicle. 2. Select parts. 3. Finalise the order.

About the guide

This guide is divided into the following sections: Installing Microcat Getting started Identifying a vehicle Selecting parts Finalising an Order List Microcat resources
Each section includes: Learning outcomes Step by step instructions Visual prompts Notes for additional information
This is an example note that is used to display additional information throughout this guide.

Installing Microcat

Stand alone installations of Microcat require a dongle (hardware security key) to be connected to the appropriate computer port. To install Microcat: 1. Insert the Microcat CD (Disk 1) in the CD-ROM drive. The Microcat Autoplay Menu will display. 2. Click Install Microcat. 3. Select the language for installation, and click the OK button. 4. Click the Next button. 5. Read the End-User Software Usage Agreement, and if you agree with the terms and conditions, click Yes. 6. Select the type of installation (Full Installation), and click Next.
7. Click the Next button. 8. Select the drive where the data is to be installed, and click Next. 9. If required, insert the additional Microcat CDs in the CD-ROM drive, and click OK. 10. Click the Finish button.

Getting started

In this section you will learn how to: Work with the three-step model of finding parts Start Microcat Log on to Microcat

Microcat overview

The selection of parts within Microcat is performed using a three-step model: 1. Identify a vehicle. 2. Select parts. 3. Finalise the order. S t e p 1 I de n t i f y a v e h i c l e To select parts accurately, it is first necessary to positively identify the vehicle. The vehicle is identified in the Vehicle Identification dialogue box. The vehicle can be identified using a variety of methods such as: Vehicle Identification Number Vehicle details like model
Ste p 2 Sele ct pa rts The catalogues in Microcat are indexed into major and minor sections. The major indexes are available in a pictorial form known as the Graphic Index, and in a text based form known as the Alpha Index. The minor sections include illustrations of specific sections of the vehicle. The illustration screen for selecting parts contains these areas: The catalogue title bar at the top of the screen. The main menu and toolbars for selecting Microcat functions and performing quick searches. A display area for the illustration in the centre of the screen. The illustrations contain decodes (callouts) to indicate a part. The Databar at the bottom of the screen. The Databar displays search results and part information.
Ste p 3 Fina lise the o rd er The WorkBench is used to finalise the order. To finalise the order you can view, edit, print, email, and save your order. Or, transfer the order to your in-house system. The WorkBench contains these areas: The catalogue title bar at the top of the screen. The main menu and toolbars for selecting Microcat functions and performing quick searches. The Order List in the centre of the screen. The Order List contains part numbers, quantities and prices (if available). The Databar at the bottom of the screen. The Databar displays search results and part information.

Set up Microcat

The initial log on settings only need to be completed the first time you log on and will be retained for subsequent installations of Microcat. To set up Microcat: 1. Double click on the Microcat shortcut on the desktop. Or, select the Windows Start menu > Programs > Microcat for Windows > Microcat. 2. Click the Start button. The Log On To Microcat dialogue box opens. 3. Click the Administration button to set up a user name, password and dealer details. The User Administration dialogue box opens.
4. Click the New User button. 5. Create and enter a User Name, User Password and Sales ID (e.g. your first name or initials). User names and passwords store user preferences and identify you on printed orders. 6. Click OK to return to the User Administration dialogue box.
Getting started 7. Click the Dealer Details tab.
8. Type the dealer name, address and contact details in the appropriate fields. 9. Click OK to return to the Log On To Microcat dialogue box.

Log on to Microcat

At the start of each work session with Microcat, you will need to log on using your assigned log on information. To log on to Microcat: 1. Enter the assigned User Name and User Password in the Log On To Microcat dialogue box. 2. Click the Log On button, or press the Enter key.
3. The Vehicle Index is displayed. The vehicles shown may differ based on your market.
To return to the Vehicle Index screen, select Navigation > Vehicle Index, or press Ctrl+V.

Identifying a vehicle

In this section you will learn how to: Access the Vehicle Identification dialogue box Identify the vehicle by the Vehicle Identification Number (VIN) Identify the vehicle by the registration number Identify the vehicle by selecting all known vehicle details
Access the Vehicle Identification dialogue box
The Vehicle Identification dialogue box can be accessed from the Vehicle Index using the following methods: Click once on the required vehicle image. Click the Catalogue menu and select Go To Catalogue, or press Ctrl+C.
To return to the Vehicle Identification dialogue box at any time, click the Vehicle Identification icon on the toolbar , or press Ctrl+C.

Identify by VIN

Using a VIN is the most reliable way of identifying a vehicle. To identify a vehicle by VIN: 1. Type the complete VIN into the VIN field of the Vehicle Identification dialogue box. 2. Click the Search button to retrieve the vehicle attributes.
3. Click the Details button to view all vehicle attributes. 4. Click the Load button to load the vehicle catalogue.
Identify by registration number
In some locations, Microcat can identify a vehicle by its registration number. To identify a vehicle by registration number: 1. Type the complete registration number into the Registration field of the Vehicle Identification dialogue box. 2. Click the Search button to retrieve the vehicle attributes. 3. Click the Details button to view all vehicle attributes. 4. Click the Load button to load the vehicle catalogue.

Select vehicle details

If the VIN is unknown, select all the known details in the Vehicle Identification dialogue box. To identify a vehicle by the vehicle attributes: 1. Select a vehicle line from the Catalogue drop-down menu.
2. Click the Details button to view all vehicle attributes. 3. Select all known details from the drop-down menus.
4. Click the Load button to load the vehicle catalogue.

Selecting parts

In this section you will learn how to: Use the Graphic Index to add parts to an Order List Use the Alpha Index to add parts to an Order List Use Microcat Search and the Reduce Choices function Use the Quick Part Locator Work with the Databar Work with the SuperWindow

Use the Graphic Index

The Graphic Index is a pictorial index of the major and minor sections of a vehicle. When you select a minor section, Microcat displays the illustrations relevant to that section. To use the Graphic Index: 1. Click the Graphic Index icon on the toolbar , or press Ctrl+G.
2. Click a group image to access the corresponding major sections.
Selecting parts 3. Click the required major section. Click the Next Page and Previous Page icons to scroll between pages of the index.
4. Double click on the required minor section in the Databar to view an illustration of the associated parts.
5. Click the required decode (callout) on the illustration. The key part information appears in the Databar. If more than one item appears in the Databar, double click on the required item.

6. Press the Plus (+) key to add the part to the WorkBench. 7. To display the Order List, select the WorkBench icon on the toolbar , or press Ctrl+W.
To return to the start of the Graphic Index at any time, press Ctrl+G.

Use the Alpha Index

The Alpha Index is a text listing of the major and minor sections of a vehicle. When you select a minor section, Microcat displays the illustrations relevant to that section. To use the Alpha Index: 1. Click the Alpha Index icon on the toolbar , or press Ctrl+A.
2. Double click on a group to access the corresponding major sections.
3. Double click on the required major section. Press the Spacebar on the keyboard to bring the Databar to full screen view.
4. Double click on the required minor section in the Databar to view an illustration of the associated parts. Press the Spacebar to return the Databar to partial screen view to reveal the image.
5. Click the required decode (callout) on the illustration. The key part information appears in the Databar. If more than one item appears in the Databar, double click on the required item. 6. Press the Plus (+) key to add the part to the WorkBench. 7. To display the Order List, select the WorkBench icon on the toolbar , or press Ctrl+W.
To return to the start of the Alpha Index at any time, press Ctrl+A.

Search for parts

Microcat allows you to find a part using a variety of methods, such as part description and part number. To search for a part using Microcat Search: 1. Click the Part Searching icon on the toolbar , or press Ctrl+F.
2. Type what you will search for in the Search For field. The drop-down menu retains a history of your successful searches. 3. Select the search type from the Search By drop-down menu.
4. Click the Search button. The search results will be displayed in the Databar. 5. Double click on the required search result to view the illustration. Or, use the Reduce Choices feature to filter your results further.

Filter search results

Reduce Choices allows you to reduce the number of search results after the original description or section title search has been carried out. To use Reduce Choices: 1. Click the Navigation menu and select Reduce Choices, or press Shift+Delete. 2. Enter a key word in the Filter Results By field. 3. Click the Filter button. The part descriptions or section titles that match the filter criteria will be displayed. The Reduce Choices feature can be applied as many times as necessary to filter your results.
4. Double click on a part from the reduced list. The illustration will be displayed with the decode (callout) of the part highlighted.
Use the Quick Part Locator
The Quick Part Locator can be used to check the price of a known part number, and to view the catalogues to which the part number applies. To use the Quick Part Locator: 1. Click the Navigation menu and select Quick Part Locator, or press Alt+Backspace. 2. Type the part number in the Part Number field. 3. Click the Search button. The vehicles applicable to the part will be listed under Catalogue Selection. Pricing will also be displayed if available. 4. Double click on the required catalogue. The illustration will be displayed with the decode (callout) of the part highlighted.

Work with the Databar

The Databar displays search results and part information. To adjust the Databar to full screen view: 1. Click once in the Databar area. 2. Press the Spacebar on the keyboard. The Databar will be displayed in full screen view. 3. Press the Spacebar again to return the Databar to partial screen view. To adjust the height of the rows, use one of the following methods: Click the check box on the top left corner of the grid to increase the row height by one row. Hold down the Shift key and press the numbers 1 through 9 on your keyboard. You must use the numbers above the letters on the keyboard, not the numbers on the keypad. Click the lower edge of any row, and drag the mouse up or down to the desired height.
Work with the SuperWindow
The SuperWindow allows you to access additional information about parts in a text format. Selecting a part in the illustration simultaneously selects the part in the SuperWindow, and vice versa. To display the SuperWindow: 1. Click the SuperWindow icon on the toolbar , or press the Delete key.
2. Select the required part by clicking the line of text. The key part information will be displayed in the Databar.
3. To hide the SuperWindow, select Views > SuperWindow Preferences > SuperWindow or press the Delete key. Each line item in the SuperWindow is interpreted as to its applicability to the currently loaded vehicle. Different colour text shows applicability: Green - the item is applicable Blue the item is a selective or optional fit Red - the item is not applicable
To show or hide non-applicable parts, click the Show All Parts check box.
Selecting parts To set the SuperWindow position: 1. Click the Views menu and select SuperWindow Preferences > Full Screen / Left Side / Right Side. Or, use the shortcut keys: Ctrl+ to set the SuperWindow to full screen Ctrl+ Ctrl+ to split screen with left side SuperWindow to split screen with right side SuperWindow
2. To adjust the window proportions, click the line dividing the illustration and the SuperWindow and drag the mouse to the left or right.

Finalising an Order List

In this section you will learn how to: Edit or delete a line of an Order List Suspend and retrieve an Order List Print an Order List Email an Order List Delete an entire Order List Transfer an order to the Dealer Management System (DMS)
The WorkBench and the Order List
The WorkBench is the screen where the Order List is displayed. The WorkBench is where you can view, edit, print, email, or transfer your Order List. You can also save your Order List as a suspended order. The Order List is the list of parts, their part numbers, quantities and prices (if available).

Edit a line

To edit a line of the Order List on the WorkBench: 1. Click on the text in the line you wish to edit. 2. Click the Edit Line button. 3. Make the required changes in the Edit Part dialogue box. If you edit a price on the WorkBench, the change will not be passed to your Dealer Management System. Part numbers and quantities are transferred, not the prices. 4. Click the OK button.

Delete a line

To delete a line of the Order List: 1. Click on the text in the line you wish to delete. 2. Click the Clear Line button. 3. Click the OK button to confirm the deletion.

Suspend an order

To suspend an order: 1. Type a name for the order in the Customer field.
2. Press F2 on the keyboard. 3. The order will be saved to the hard drive.

Retrieve an order

To retrieve a suspended order: 1. Press F3 on the keyboard. Suspended orders will be displayed in the Databar. 2. Double click on the order you wish to retrieve. 3. Click the OK button to acknowledge the Microcat message. The order will be restored to the WorkBench.

Print an Order List

To print an Order List: 1. Click the Print icon on the toolbar , or press Ctrl+P.
Or, click the Catalogue menu and select Print Order List. 2. Click the Print button in the Print Selection dialogue box (WorkBench selected).
3. Click the OK button on the Page Setup dialogue box.

Email an Order List

To email an Order List: 1. Click the Email Order button. 2. Complete the Microcat Mail form with user and customer email details. 3. Add your subject and any other message. 4. Click the Send button.
Delete an entire Order List
To delete an entire Order List from the WorkBench: 1. Click the Clear List button. 2. Click the OK button to confirm the deletion.
Transfer an Order List to the DMS
Microcat has the ability to electronically transfer an Order List to your Dealer Management System (DMS). The System Administrator is usually required to set up the electronic transfer. To transfer parts using Assisted Transfer Mode (ATM): 1. Finalise your Order List on the WorkBench. 2. Click the Terminal Emulator icon on the toolbar , or press Ctrl+T.
This will launch your Dealer Management System and the Microcat Parts Transfer list. 3. Proceed to the order entry or enquiry screen in your DMS. 4. Click each line of the Parts Transfer list to transfer to your DMS. The part numbers and quantities will be transferred and displayed in your DMS order entry or enquiry screen.

Microcat resources

In this section you will learn how to: Access additional vehicle information Display training resources

General information

To access additional vehicle information (e.g. VIN codes): 1. Click the Navigation menu and select Preface > Preface Section Selection. Preface information for the currently loaded catalogue will display in a new window. 2. Click the >> button to scroll through the preface pages.

Training resources

Microcat provides a variety of training material to assist users. Select from the following options: Hot Tips: A free online training resource that provides time saving tips via a regular email service. To subscribe to Hot Tips, click on the following link: www.hottips.microcat.net Help: An online help file to provide ongoing support to Microcat users. To access, click the Help menu and select Help Topics, or press F1. Keyboard Shortcuts: A list of the most commonly used application shortcuts. To access, click the Training menu and select Keyboard Shortcuts, or press F10.

Disclaimer

Infomedia Ltd 2005-2007. All rights reserved worldwide. Microcat, Infomedia, WorkBench and SuperWindow are registered trademarks and trademarks of Infomedia Ltd. All other brand names or trademarks are the properties of their respective holders. No warranty of any kind is given regarding the information contained herein, which is provided on an as is basis. Any warranties as to merchantability and fitness for a specific purpose are, to the fullest extent, excluded. Infomedia Ltd shall in no way be liable to the reader of this document for any direct, consequential, indirect, incidental, punitive, special or other damages whatsoever arising from the readers reliance on the contents provided herein. The receipt of this document shall not be construed as conferring any rights to the recipient in the information provided, nor in the patents, trademarks or copyrights of Infomedia Ltd or any of its subsidiaries.

PQSG_LRE_EN_v2.4.doc