Installation & Configuration

Overview

This section covers the installation of the DSM Software on workstations and on the server (not necessary if hosted by Peak Software Cloud).

It further covers the basic system configuration necessary to get the software up and running.

Road Map

  • Installation (including SQL Server Database (skip if Cloud Configuration) and Workstations
  • System Configuration, Site Information and Licensing
  • Create Users
  • Create Work Groups and Work Types
  • Set Workstation and User configuration options
  • System Tables


Installation

This section covers the softare installation on the server and workstations. It also covers installation on mobile devices such as Laptops, iPad™ and other devices.

Road Map

Server Installation
Work Station Installation (in house installations)
Windows Device Setup Instructions (for use with remote devices only / cloud hosted)
iPad Setup Instructions (for use with remote devices only / cloud hosted)
Android Setup Instructions (for use with remote devices only / cloud hosted)

Other Server Documentation

Setup/Moving Databases Guide

Creating Users

This section covers creating users and user specific options DSM.

Road Map

User Administration
Understanding User Rights

Create Work Groups and Work Types

This section shows how to set up the required work groups and work types.

Road Map

Table Maintenance, work groups & types. About Page 3

System Tables

This section shows how to set up the basic system tables in DSM.

Road Map

General
Financial
TimeKeeping
Job Sites
Service/Maintenance
Diamond Blades
Purchase Orders
Inventory
Trucks
Equipment

Understanding User Preferences and Workstation Configuration Options

This section covers User Preferences and Workstation Configuration options. While the default settings work for most, there are numerous options here that allow you to configure the system to your needs.

Road Map

User Preferences
Workstation Configuration
Configuring Email Signatures
Emailing Considerations
Advanced Emailing Configuration Settings July 30, 2019 Updated information