This is the typical onboarding process for setting up OMS for your company. Onboarding processes may vary depending on your system and committed services.
This does not apply to OMS On-Premise installations. Please click here for on-premise onboarding instructions.
Coordinator Assigned & Introduction Email Sent
Shortly after signing the agreement with your account manager, an Onboarding Specialist will be assigned to your company and an introduction email will be sent.
You will receive instructions from your Onboarding Specialist when to work on a software installation, confirmation of company and point of contact on your company, and other information.
If you anticipate having data not in English, such as Spanish or Traditional/Simplified Chinese, please let your coordinator know as soon as possible.
User List Setup
Your Onboarding Specialist will ask your company for a user list and a printer list. You must provide a list of all cloud logins who intend to login to OMS Cloud. The information must include:
- First Name
- Last Name
- Email Address (used for maintenance and update notifications)
- Title (please specify roles such as owner, general manager, employee)
Once provided, the team at Master System will create the cloud logins for all listed users and provide the cloud login access information to the users listed in the list, as well as the main contact listed.
Printer List Setup
Your Onboarding Specialist will ask you to provide all printer models that your company will use to print from OMS. Each printer must be listed and have a printer server that is attached to the printer. This includes all laser printers, Zebra printers, or any other printer.
The Printer Server Master System recommends is the IOGEAR 1-Port USB 2.0 Print Server, GPSU21. Each printer must have its own printer server with a static IP address and unique port that is accessible from the OMS Cloud network.
Once provided, the team at Master System will assist in configuring all printers listed with the print server attached to connect with OMS Cloud. Once complete, the main contact will be notified the printers are complete and set up.
Email Connection Setup
If your company is looking to connect emailing services, you will need to connect your email address to the Pavo Admin portal and configure OMS with your email address.
You will need to work with your IT department or email administrator in order to connect to Pavo, depending on your email provider. Master System does not provide support or have access to your email administrative settings.
Learn more about connecting your email address to Pavo here.
Learn about configuring OMS Cloud with Pavo Email after connecting.
Data Migration (for existing OMS companies)
If your company is currently using OMS, we will migrate your data from your on-premise installation of OMS to the cloud. Your Onboarding Specialist will be working with you on how to best move the data from your server to the cloud.
This typically requires an AnyDesk installation on your on-premise server. You can download AnyDesk here.
Typically, we perform an initial data migration for your company to validate and verify data is complete and working as expected. Once your company verifies the data is complete and present, we will coordinate with you to determine a go-live date.
Go-Live
Your company is live on OMS Cloud and should be using OMS Cloud moving forward. Congratulations!