Installation: Initial Shipping
Server SetupInstallation: Initial Shipping
Server SetupBefore configuration, review the OmniRush Shipping Services Reference and the sections on the DHL, FedEx, and UPS shipping server modules.
A typical OmniRush Shipping Server requires these components:
Modules:
Database Connector Module
Optional: If OmniRush will send email shipment confirmations to the recipients, you will need an email module.
ShipRush installed for all needed carriers (be sure to complete the ShipRush setup wizard and run a test shipment for each carrier!)
One Shipping Module for each carrier (e.g. if you will use DHL, FedEx and UPS you will configure three shipping modules, one for each carrier. Note that no matter how many shipping accounts will be serviced, there will be only one module per shipping carrier.)
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FedEx and UPS with GoldMine |
FedEx and UPS with any Microsoft SQL Server database |
Tracks:
One or more shipping tracks need to be configured, one for each shipping account that will be serviced. See the appropriate pages for DHL, FedEx, and UPS tracks. (Note that the OmniRush Commerce Kit includes support for shipper account with each carrier, if more are needed, contact your reseller or Z-Firm Sales.).
Start all modules. Wait until all modules go solid green in Administrator. Now, start the CRM or SQL system.
Some CRM systems (like GoldMine) require that you now create GoldMine users that have the same host reference as the OmniRush tracks. If you created the track shown above, you would now create two GoldMine users (via the GoldMine File | Configure | Users Settings) named UPS and FEDEX. Put a random password on these users so no one accidentally logs into GoldMine as these users.
Now schedule a test job. You will need a shipping template, so navigate to the /Documents/General/Shared/Samples folder in the OmniRush Administrator to find the folders of sample UPS and FedEx shipping templates. Go to a contact in the CRM system that has your own address on it. Click for example screen shots:
You are now shipping with OmniRush! See the Understanding Shipping with OmniRush section for information on how to get the most out of OmniRush.
