TARGET Sales Management System - Application Notes
Accessing TARGET
Although it is still possible to use the TARGET system with
"dumb" terminals (like the Wyse 50) most users now have Windows
desktop machines as clients. Using a Windows machine as a client
allows for display of pictures, transfer of files and local printing.
In order to use a Windows client, your LAN (local area network) must
be set up as described below; if you have a permanent Internet connection,
you may also be able to access your TARGET system remotely.
Local network issues
The single most important issue with local networking is that your
network must be using IP, either in addition to or instead of
IPX; we recommend the "instead of" option. Your TARGET computer will
be assigned a fixed IP address on this network; while the system is
capable of requesting and address via DHCP, this makes it very hard to
configure the client machines. Client machines may use DHCP if you
like, although we normally suggest using fixed addresses for all
machines on the network.
If you have full-time Internet access, your TARGET system should be
set up to have access to the connection. This way, you can send
email directly from TARGET, update UEN via the Internet, and
install TARGET updates from our update site.
Remote access
If your Internet connection has a static IP address, your TARGET system
can be set up for remote access. If you have a router or firewall
system, contact HSI for details on the ports and protocols that must
be passed to the TARGET system. Once your system is properly set up,
you can access it using the TWS software from almost any Internet
connection.
We say "almost any" Internet connection because there are certain
requirements that must be met. In particular, it must be possible
to pass incoming UDP packets back to the Windows client machine; in
some cases, routers, firewalls, or NAT (network address translation)
may make this impossible or require changes.
Once you have established that the remote connection is possible,
you may set up a local printer and assign it a TARGET printer number.
You may then do anything from the remote client that you can do from
the office.
Installing TWS
Our web site has a
download and install link with complete information on installing
the current version of TWS (the Windows client program) to use in
accessing your TARGET system. Please pay particular attention to
the instruction that you should not install any newer
version of the TWS software than the one you download from our site.
Multiple sessions
The TARGET software provides for having several sessions open at
the same time. You may start the second and subsequent sessions
by clicking the Session, New Session at the top of the TWS screen.
Note that we suggest using different usernames for each session,
such as STEVE1, STEVE2, STEVE3. The reason for this is that the
TARGET system keeps track of your current prospect, machine, etc
based on your username.
We suggest keeping one session in the sales menu so that you can
quickly handle incoming phone calls while you are in the middle
of something more complicated like typing a machine specification.
You may switch sessions by using ALT-1 for the first session,
ALT-2 for the second, and so on.
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