PAIS 4 EPC Guide - Snap-onsbs.snapon.com/sites/default/files/documents/PAIS4_userguide.pdf · PAIS 4 User Guide, vs. 1.1, 30 Aug 2010 5 Configuring User Settings The PAIS 4 EPC provides

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Vs. 1.1, 30 Aug 2010

PAIS 4 User Guide, vs. 1.1, 30 Aug 2010 2

Contents CONFIGURING USER SETTINGS .............................................................................................. 5

Global Settings ............................................................................................................. 6 SMTP Administration Settings ...................................................................................... 6 Chrysler EPC Shopping List Settings ........................................................................... 6 EPC Settings ................................................................................................................ 7

CONFIGURING INTEGRATION .................................................................................................. 8 UNDERSTANDING THE INTEGRATION SETUP WINDOW ................................................................. 8 CONFIGURING DYNAMIC FILE TRANSFER ................................................................................... 9 CONFIGURING SNAP-ON INTEGRATION - PROFESSIONAL ............................................................ 9

Configuring Customer Search .................................................................................... 11 Adding BDDI Prices .................................................................................................... 11 Configuring Integration Assistant................................................................................ 12

CONFIGURING PARTS EXCHANGE ............................................................................................ 12 MANAGING LICENSES ............................................................................................................. 12

USING THE LICENSE MANAGER ............................................................................................... 12 TRACKING LICENSE SESSIONS ................................................................................................ 12

Deallocating a License ............................................................................................... 12 NAVIGATING THE EPC ............................................................................................................. 13

UNDERSTANDING THE NAVIGATION BAR .................................................................................. 13 USING INDEXES ...................................................................................................................... 14 TAKING SHORTCUTS ............................................................................................................... 14

Shortcut Examples ..................................................................................................... 14 BASIC SCREEN FEATURES .................................................................................................... 14

USING TOOLBARS .................................................................................................................. 14 The Main Toolbar ....................................................................................................... 15 The Part Index Toolbar ............................................................................................... 15 The Illustration Toolbar ............................................................................................... 15 The Shopping List Toolbar ......................................................................................... 16

MENUS ....................................................................................................................... 17 File Menu .................................................................................................................... 17 Integration Menu ......................................................................................................... 17 Search Menu .............................................................................................................. 18 Bookmarks Menu ........................................................................................................ 18 Information Menu ........................................................................................................ 18 Filters / VIN Menu ....................................................................................................... 18 Illustration Menu ......................................................................................................... 19 Shopping List Menu .................................................................................................... 19 Help Menu .................................................................................................................. 20

KEYBOARD SHORTCUTS ........................................................................................................ 21 EMAILING FEEDBACK ............................................................................................................. 23 USING THE ILLUSTRATION INDEX ......................................................................................... 23


WORKING WITH ILLUSTRATIONS .............................................................................................. 24 Manipulating an Illustration ......................................................................................... 24

WORKING WITH PART TEXT ................................................................................................... 26 UNDERSTANDING THE PARTS INDEX DISPLAY .......................................................................... 26 PART HISTORY ....................................................................................................................... 27 ALTERNATE PARTS ................................................................................................................ 27 SERVICE BULLETINS ............................................................................................................... 27 SERVICE REPAIR TIPS ............................................................................................................ 27 QUICK SEARCHES .................................................................................................................. 28

VIN FILTERING .......................................................................................................................... 28 ENTERING A COMPLETE VIN ................................................................................................... 28 ENTERING A PARTIAL VIN ...................................................................................................... 29 GETTING A VIN FROM AN RO .................................................................................................. 30 UNDERSTANDING THE VIN AND FILTERS WINDOW.................................................................... 30 SETTING FILTERS MANUALLY ................................................................................................. 30

SEARCHING FOR PARTS ........................................................................................................ 31 SEARCH BASICS..................................................................................................................... 31 SEARCH HINTS ....................................................................................................................... 32

SHOPPING LISTS ...................................................................................................................... 32 Using the Shopping List Columns .............................................................................. 33

WORKING WITH SHOPPING LISTS ............................................................................................ 33 Showing and Hiding the Shopping List ....................................................................... 33 Adding Parts to a List ................................................................................................. 33 Manually Adding Parts to a List .................................................................................. 34 Deleting Parts from a List ........................................................................................... 34 Creating a New List .................................................................................................... 34 Saving a List ............................................................................................................... 34 Retrieving a List .......................................................................................................... 34 Understanding the Saved Lists Window ..................................................................... 34

TRANSFERRING PARTS TO YOUR DMS .................................................................................... 35 PRINTING A LIST ..................................................................................................................... 35 EMAILING A LIST .................................................................................................................... 35

USER NOTES ............................................................................................................................ 35 ADDING A USER NOTE ............................................................................................................ 36 DELETING A NOTE .................................................................................................................. 36 PRINTING NOTES .................................................................................................................... 36 USING THE NOTES UTILITY WINDOW ....................................................................................... 37

MPC Notes and International Notes ........................................................................... 38 BOOKMARKS ............................................................................................................................ 38 CATALOG INFORMATION ........................................................................................................ 38 PRICE GENERAL INFORMATION ............................................................................................ 39 NOTIFICATIONS ........................................................................................................................ 39 PRINTING ................................................................................................................................... 39


PRINTING AN ILLUSTRATION .................................................................................................... 39 PRINTING A PART INDEX ......................................................................................................... 39 PRINTING A SHOPPING LIST .................................................................................................... 39 UNDERSTANDING THE SHOPPING LIST PRINT WINDOW ............................................................. 40

USING THE PAIS 4 EPC WITH YOUR DMS ............................................................................. 41 LINKING TO YOUR DMS .......................................................................................................... 41 TRANSFERRING PARTS TO YOUR DMS .................................................................................... 41 UTILITY DOWNLOADS ............................................................................................................. 41

DATA MIGRATION .................................................................................................................... 42 MIGRATING DATA FROM A LEGACY EPC ................................................................................. 42

Downloading the Migration Tool ................................................................................. 42 Migrating Data ............................................................................................................ 42

MONTHLY UPDATE INSTRUCTIONS ...................................................................................... 43 BACKING UP YOUR USER FILES .............................................................................................. 43 UPDATING THE PAIS 4 EPC ................................................................................................... 44 ALTERNATE UPDATE METHOD ................................................................................................ 44

Q.LINK AUTOMATIC UPDATING ............................................................................................. 44 ENTERING YOUR DEALER CODE .............................................................................................. 44 CONFIGURING Q.LINK UPDATES .............................................................................................. 45 MANUALLY RUNNING UPDATES ............................................................................................... 46 VERIFYING AUTOMATIC UPDATES............................................................................................ 47

GETTING HELP ......................................................................................................................... 48 CONTACTING US .................................................................................................................... 48

North America ............................................................................................................. 48 International ................................................................................................................ 48

HELP FILES ....................................................................................................................... 48 EPC FEEDBACK ..................................................................................................................... 48


Configuring User Settings The PAIS 4 EPC provides user settings that allow you to configure the application to meet your workflow requirements. These settings are normally set during EPC installation. For information concerning these settings, contact your system administrator.

To change your user settings, select Options from the File menu to open the Settings window:

Highlighting a setting type changes the elements that appear in the right-hand pane of the window.

Setting Types

Select this Setting Type: To display these elements:

Global • Language

SMTP Administration • Dealer Name

• Dealer Code

• Dealer Address

• SMTP Server

• Secure Protocol

• Email Address

• Username/Password

Chrysler EPC Shopping List • Display price in Shopping List

• Add part to top of Shopping List

• No Formatting (No Spaces)

• Remove inventory part number leading zeros

• Add leading zeroes/trailing blanks

• Add a dash for 9 or 10 digit parts

• Display user notes in Shopping List

• Price Effective Date

• Local Currency Description

• Local Price Effective Date

Chrysler EPC • Market

• Maximum VINs in history (0–100)

In-line Data Elements:

• History/Supersession

• Service Repair Tips

• Technical Service Bulletins

• Alternate Parts

• International Notes


Setting Types

Select this Setting Type: To display these elements:

• MPC Notes

Global Settings

The Global settings view appears when the Settings window is first opened.

Global Settings

Setting Description

Language Select a language from the drop-down menu. Note: This sets that language for the EPC’s user interface only and does not affect the data language.

SMTP Administration Settings

Administration settings are normally set during EPC installation. For information concerning these settings, contact your system administrator.

Administration Settings

Setting Description

Dealer Name Enter the dealer’s name.

Dealer Code Enter a valid dealer code.

Dealer Address Enter the dealer’s address.

SMTP Server/Secure Protocol

Enter the SMTP Server address. If SSL or TLS is required, mark the appropriate checkbox.

If you need to use a port number, please insert a colon and then the required port number after the server address. For more information, contact your system administrator.

Email address Enter the user’s email address.

Authentication If required by the server, enter the appropriate username and password, and confirm the password.

Chrysler EPC Shopping List Settings

Chrysler EPC Shopping List Settings apply only to the shopping list feature.


Setting Description

Display price in shopping list

Mark this checkbox to display prices (when available) in the shopping list.

Add part to top of shopping list

Mark this checkbox to add parts to the top of the shopping list, rather than to the bottom of the list.

No Formatting (No Spaces)

Mark this checkbox to remove spaces from part numbers sent from the shopping list to the DMS.



Setting Description

Remove inventory part number leading zeros

Mark this checkbox to remove any leading zeros from inventory part numbers before they are displayed.

Add leading zeroes/trailing blanks

Mark this checkbox to add leading zeroes and/or trailing blanks, when necessary, to part numbers sent from the shopping list to the DMS.

Add a dash for 9 and 10 digit parts

Mark this checkbox to add a dash, when necessary, to 9 or 10 digit part numbers sent from the shopping list to the DMS.

Display user notes in shopping list

Mark this checkbox to display applicable user notes along with the parts that have been added to the shopping list.

Price Effective Date Displays the effective date of the active price file.

Local Currency Description

Enter the currency in which prices will be displayed.

Local Price Effective Date

Displays the effective date of the active price file, when available.

EPC Settings

EPC settings determine how various aspects of the EPC function and what you see on the screen.

Chrysler EPC Settings

Setting Description

Market Use the drop-down menu to select the market appropriate for your dealership

Maximum VINs in history

Enter the maximum number of previously-entered VINs that will be displayed in the VIN field drop-down menu.

In-Line Data Elements

Mark the checkbox next to the data elements you want to display (when available) in the part text.


Configuring Integration Integration allows you to send parts to your DMS. You will need to configure the integration tools you plan to use. You do not need to configure tools you do not plan to use.

The following integration tools are available:

• Dynamic File Transfer

• Snap-on Integration - Professional

• Parts Exchange

To configure a tool:

1. Select Integration Setup from the Integration menu to open the Integration Settings window:

2. Highlight a tool in the Available Integration Sessions column.

3. Click the arrow button to move the highlighted setting to the Configured Integration Sessions window.

4. Click the OK button when finished.

Understanding the Integration Setup Window This item: Does this:

Available Integration Sessions Displays all available settings

Configured Integration Sessions Displays the settings that you have configured and can use

Click to move setting back and forth between the columns

Click to set the integration tool highlighted in the Configured column as the default tool


Click to view or edit the properties of the highlighted integration tool

Configuring Dynamic File Transfer To configure the EPC to send parts to Dynamic File Transfer:

1. Select Integration Settings from the Integration menu.

2. Highlight Dynamic File Transfer and click the arrow button to open the Dynamic File Transfer window:

3. If necessary, change the filename and select a new location to save the file. Accepting the defaults is recommended.

4. Click the OK button.

Configuring Snap-on Integration - Professional 1. Open the EPC.

2. Select Integration Setup… from the Integration menu to open the Integration Settings window:


3. Highlight Snap-on Integration – Professional from the list of available integration sessions and click the right arrow button to open the configuration window:

4. Enter the Snap-on provided dealer code into Dealer Code (BAC) field.

5. Enter the URL of the server onto which the Snap-on Integration Professional plug-in was downloaded and installed. Normally, this is the system onto which the EPC was installed. Use this format:

http://<servername>:7421/DynamicConfigurationService.asmx

Replace <servername> with the name of your server. If the plug-in is installed on the user’s computer (such as a standalone system), replace <servername> with localhost.

6. Click the Set button to establish the connection to the server.


Configuring Customer Search

Once Snap-on Integration Professional is installed and configured, you can search for a customer by ID, phone number, and/or name.

The Customer Search tab becomes active once the connection to the Snap-on Integration Professional service has been established:

1. Select the Vehicle Group checkbox to display details about the customer’s vehicles (VIN, Make, Year, Model etc.) in customer search results.

2. Use the arrow buttons to move the desired fields into the Show these fields panes.

Note: You must add at least one field in the Supported search criteria columns section to the Show these fields pane.

Note: The customer search criteria fields that you select determine the fields that will appear in the Customer Search window.

Adding BDDI Prices

1. Use the BDDI Prices tab to determine which price-related columns are displayed in the shopping list:


2. Use the right arrow button to select the fields you want to display.

3. Click the OK button to close the window.

Configuring Integration Assistant

To configure the EPC to send parts to the ADP DMS:

1. Again, select Integration Settings from the Integration menu.

2. Highlight Integration Assistant and click the right arrow button.

Tip: If the Integration Assistant software has not been previously installed, installation can be started by selecting ‘Integration Assistant’ from the download menu which is accessible from the EPC Help menu.

3. In the Session Maintenance Window, click the New button.

4. Enter a session name (Ex: ADPDRIVE).

5. Select STARDTS17_PW from the “based on session: drop down menu.

6. Click OK (twice) to close the PIA 3rd Party Application configuration and Session maintenance windows.

7. Ensure Send all parts is shown in the Integration Assistant Settings window and click OK.

8. Select the session name entered in step 4 above from the list of Configured Integration Services.

9. Click the Set Default button.

10. Click OK to close the Integration Settings window.

Configuring Parts Exchange To configure the EPC to use Parts Exchange, please refer to the Parts Exchange Installation and Configuration Guide.

Managing Licenses If you have entered a valid dealer code, your EPC will normally be licensed automatically for the appropriate number of users. From time to time however, you may need to modify or manage your license profile.

Using the License Manager To request or enter a license, select License Manager from the EPC Help menu. For information about using the License Manager, click the Help button located at the upper, right-hand corner of the License Manager window.

Tracking License Sessions Use the License Session Tracker to manage the sessions tied to a license. The window lists the address of each client that is using a license, along with some additional information about how the license is being used.

Deallocating a License

To deallocate a license so that it can be used by a different client:

1. Select License Session Tracker from the Help menu to open the License Tracker window:


2. Mark the checkbox next to the licenses you want to deallocate.

3. Click the Deallocate Licenses button.


The licenses are now free to be used by a different client.

Navigating the EPC The PAIS 4 EPC provides three basic navigation techniques to help you move through the catalog. You can make selections from a series of indexes, type a shortcut to go directly to a location, or use the search feature to locate parts.

Understanding the Navigation Bar The Navigation Bar, which is located below the Menu Bar, displays the path used to arrive at the current location.

• Click the Home icon ( ) to return to the Make Index.

• Use the navigation arrow ( ) or the left arrow key on the keyboard to move back one navigation level.

• Click a navigation path heading to return to its index.

• Click the black arrow next to a navigation path heading to display a drop-down menu of choices available for that level.


Using Indexes The PAIS 4 EPC displays a series of indexes. The choice you make in each index determines what appears in the next index. In the example below, selecting 1994 from the Year Index at the left-hand side of the screen displays the models available for that year. Clicking a picture from the Model Index would display the groups for that model, and so on.

Taking Shortcuts If you know exactly where you want to go in the EPC, you can usually use a shortcut to get there. Type shortcuts into the Shortcut field on the main toolbar:

Type a shortcut, then press the ENTER key, to go directly to the location determined by the shortcut. If the shortcut leads to more than one location, the Search window opens and displays a list of possibilities. Click a part from the list to go to the correct part index/illustration display.

Hint: You don’t need to click on the shortcut field to begin entering a shortcut. Just start typing and the characters will appear in the field.

The order in which you enter shortcut components should follow the normal navigation path for the vehicle, such as:

• Year-Model

• Year-Model-Group

Shortcuts can contain either upper-case or lower-case letters.

Shortcut Examples

Depending on your location in the EPC, many shortcut combinations can be used. Take a few minutes to experiment with various shortcuts. You will find that this feature can be a valuable tool. The table below lists a few examples:

This shortcut: Takes you to:

98PL 98 Neon Group Index (Year, Catalog)

98PL14 98 Neon, Group 14 Illustration Index (Year, Catalog, Group)

98PL14 301

98 Neon Group 14, Ilustration #97B14000301 98 Neon, Group 14 Illustration Index (Year, Catalog, Group, Illustration)

Note: When entering an illustration, leave a space between the Group number and the illustration number.

Basic Screen Features Most EPC functionality is available from the parts index, the illustration index, and the shopping list. In addition, a variety of toolbars, menus, and icons provides for easy navigation and access to functions.

Using Toolbars EPC toolbars provide access to EPC functionality. The toolbars contain a variety of clickable icons, drop-down menus, and fields.


In addition to the main toolbar, separate toolbars are available for the Parts Index, the illustration, and the shopping list.

The Main Toolbar

The main toolbar appears at the top of the screen.

Item Description Function

VIN entry field Type a VIN, RPO, REG, or POC, or use the drop-down menu to select from a list of previously-entered VINs.

Vehicle Info icon Opens the VIN Decoding & Filtering window

Filter toggle checkbox Toggles filters ON and OFF

Shortcut field Type a navigation shortcut

Send icon Send selected parts to the inventory system

Bookmark icon Set a bookmark for the current location

Search icon

Opens the Search window, from which you can begin searching for parts by part number or description

Help Icon Opens the EPC Help system

The Part Index Toolbar

The part index toolbar offers a variety of tools and functions.


Add Note icon Opens the Add Note window

Show All Parts icon Re-displays all the parts in a filtered list

Print icon

Opens the Print window, from which you can print the parts on the currently displayed page of the parts index

Quick Search Enter a keyword to filter the parts index.

The Illustration Toolbar

The Illustration toolbar appears at the top of the illustration.



Full Screen icon Expands the illustration to occupy the entire width of the screen or reduces it to its original size

Original Size icon Returns a zoomed illustration to its original size

Zoom Slider

Click a + or – icon or use the slider to zoom in or out on an illustration

Looking Glass icon Opens a stationary magnification pane within the illustration that magnifies a portion of the illustration

Magnifying Glass icon

Opens a movable magnification pane within the illustration that magnifies a portion of the illustration

Clear all selections icon Clears the highlighting from selected callouts and redisplays all the parts

Print icon

Opens the Print window, from which you can print the illustration as it appears in the illustration pane (zoomed or original size)

Email icon Click to email the illustration

The Shopping List Toolbar

The Shopping List toolbar appears at the top of the shopping list.


Full Screen button Expands the shopping list to occupy the entire screen or reduces it to its original size

Send To: Drop-down menu Displays the name of the DMS to which parts will be sent when the Send button is clicked

Send button Sends the parts on the shopping list to the DMS

New List button Opens a new list

Save List button Opens the Save window

Open List button Opens the Saved Lists window

Add Part button Opens the Add Part window, from which you can add a part manually

Delete Selected Deletes selected parts from the shopping list



Parts button

Clear List button Deletes all parts from the shopping list

Email List button Click to email the shopping list

Print button Opens the Print window, from which you can print the

shopping list

Price display button Cycles through fields available in the shopping list price display. Icon wlll vary depending on local currency.

Add Note to Selected Part button

Opens the Notes window so that you can add a note to the highlighted shopping list part

Integration Service button Change or configure an integration setting

Help button Opens the shopping list Help topic

Menus The PAIS 4 EPC menu bar provides access to most EPC functions and tools:

Click a menu title to open the menu, then click an option to activate the function. Some functions can be activated with an icon or by pressing keys on the keyboard.

File Menu

Click File from the menu bar to display the following.

Menu Option Function Shortcut or Icon

Settings Opens the Settings window, from which you can change some aspects of EPC functionality.

Ctrl+O

Updates Configure the EPC to automatically receive data updates over the Web

-NA-

Print Opens the Print window, from which you can print part text, an illustration, or a shopping list.

Ctrl+P

Exit Closes the EPC. Alt+F4 or

Integration Menu

Click Integration from the menu bar to display the following.


Integration Setup Opens the Integration Settings window, from which you can determine how parts are sent to your DMS.

-NA-


Send to Selected Integration

Sends the currently selected parts to your DMS or other integrated service -NA-

Send Parts Default Integration

Sends the currently selected parts to the default DMS or other integrated service F2 or

Search Menu

Click Search from the menu bar to display the following.


Show All Parts Redisplay all the parts in a filtered list Ctrl+A

Part Number Open the Search window to begin a part number search

Ctrl+N

Part Name Open the Search window to begin a part name search

Ctrl+F

TSB Number Open the Search window to begin a TSB number search

Ctrl+T

Bookmarks Menu

Click Bookmarks from the menu bar to display the following.


Add Bookmark Adds a bookmark for the current location Ctrl+B

Bookmark List Displays a list of active bookmarks. N/A

Information Menu

Click Information from the menu bar to display the following.


Catalog Information Displays the Model Legends or Sales Codes for the selected vehicle

F8

User Notes Opens the Notes Utility window, which allows you to add or manage notes

Ctrl+F5

Price General Information Opens the Price General Infromation window

Ctrl+F6

Notifications Opens the Notifications window N/A

Filters / VIN Menu

Click Filters/VIN from the menu bar to display the following options.


VIN Decoding Opens the VIN Decoding window F10 or

Sales Codes Displays the sales codes for the vehicle Ctrl+F10



(when a VIN has been entered)

Filters Displays the active filters (when a VIN has been entered)

F9

Filters On/Off Toggle filtering on or off F10

Illustration Menu

Click Illustration from the menu bar to display the following options.


Hide Illustration On/Off Hides or shows the illustration F12

Zoom In Zooms in on the illustration Ctrl + + or

Zoom Out Zooms out from the illustration Ctrl + - or

Show All Callouts Clears the highlighting from selected callouts and redisplays all the parts -NA-

Full Screen

Expands the illustration to occupy the entire width of the screen. Also returns the expanded window to its original size.

Shift+F12 or

Fit Image to Window Returns the illustration to its original magnification

Looking Glass On Enables the Looking Glass feature that allows you to magnify portions of an illustration

Looking Glass Off Disables the Looking Glass feature

Toggle Magnify Mode Enables or Disables Magnifying Glass feature

Clear Callouts Clears all selected callouts in the illustration

Ctrl+F8

Copy to Clipboard Copies the illustration to the clipboard Ctrl+C

Email Click to email the illustration

Print Click to print the illustration as it appears in the illustration pane (zoomed or original size)

Shopping List Menu

Click Shopping List from the menu bar to display the following options.




Add Part Allows you to add a part to the list manually or Ctrl+F9

Delete Part Deletes selected part from the list

Print Allows you to print the list

Email Allows you to email the list

Clear List Clears all parts from the list

New List Begins a new list

Save Saves the current list

Saved Lists Opens a hierarchical list of saved lists

Show/Hide List Shows or Hides the Shopping List from view Ctrl+F4

Full Screen Expands the shopping list to occupy the entire screen or reduces it to its original size

Add Note Opens the Add Note window, from which you can add a note to the highlighted part on the shopping list

Toggle Prices Hides or displays part prices in the list (if your DMS provides prices) Ctrl+F11 or

Help Menu

Click Help from the menu bar to display the following options.


Application Help Content

Opens the EPC Help system F1 or

EPC Feedback Allows you to email feedback about an EPC problem and attach a screen capture of the problem

-NA-

Downloads Opens the Downloads window, from which you can download a variety of utility components. -NA-

Data Migration Opens the Data Migration window, from which you can move information such as user notes from a previous version of the EPC.

-NA-

License Session Tracker

Manages sessions tied to a license -NA-

License Manager Allows you to request or enter a license. -NA-



About Displays information about the current EPC version -NA-

Keyboard Shortcuts The following keyboard shortcuts are available:

• Press the TAB key to move the cursor to the next item on a list or menu.

• Press the ENTER key to activate some functions.

• Use the arrow keys to move the cursor to another item or scroll to another page.

F-key shortcuts can be used to activate many EPC functions. The F-keys, which are labeled F1–F12, are located at the top of your keyboard.

Some shortcuts may not be available or may function differently depending on system configuration or region.

F-Key Function

F1 Open the Help File

F2 Send parts in the shopping list to the default inventory system

F8 Display catalog info for the current catalog.

F9 Open the VIN and Filters window with the Filters tab highlighted

F10 Open the VIN and Filters window with the Decoding tab highlighted

F11 Toggle filtering on or off

F12 Display or hide the illustration

Ctrl+F4 Hide/Show shopping list

Ctrl+F5 Open the Notes Utility window

Ctrl+F6 Open the Price General Inforamtion window

Ctrl+F9 Add a part manually

Ctrl+F10 Open the VIN and Filters window with the Sales Codes tab highlighted

Ctrl+F11 Cycle through the price displays

Ctrl+A Display all part records for an illustration

Ctrl+B Bookmark a location

Ctrl+C Copy

Ctrl+F Opens the Search window to begin a Part Name search

Ctrl+G Jump to the Group Index

Ctrl+I Jump to the Illustration Index

Ctrl+L Clear all parts from the shopping list


Ctrl+M Jump to the Model Index

Ctrl+N Opens the Search window to begin a Part Number search

Ctrl+O Opens the Settings window

Ctrl+P Prints the current window

Ctrl+T Opens the Search window to begin a TSB search

Ctrl+W Print the current screen

Alt+F4 Closes the EPC

+ Zooms in

- Zooms out

Home Return to the beginning of your navigation path

Insert Add the current part the shopping list

Delete Remove the current part from the shopping list

Arrow keys Scroll through data for a page

Page keys Access next/previous index or page (illustration index, illustration page, part group index, part group page)


Emailing Feedback EPC Feedback allows you to email an EPC screen capture and information about an EPC issue directly to Snap-on or Chrysler Support. For example, if you encounter an incorrect part number, you can use EPC Feedback to email a description of the error and a screen capture displaying the incorrect number.

1. Select EPC Feedback from the Help menu to open the Email window:

2. Type an email address or select an address from the drop-down menu.

3. Type a subject and add comments as needed.

Note: To save a copy of the email, add your email address to the Cc field.

4. Ensure that the Include screen capture image box is marked and click the Submit button.

5. A notification appears advising you to close all unnecessary windows. Once you have done so, click the OK button to send the email.

You can also click the Print button to print the screen capture image. Set your print function to Landscape.

To email a shopping list:

1. Click the Email icon ( ) on the shopping list toolbar.

2. Type an email address and subject.

3. If necessary, type additional comments.

4. Click the Submit button to send the email.

Using the Illustration Index The Illustration Index appears when you make a selection at the Group Index. From this index you can access the illustration containing the parts you need.

5. Make a selection from the Group Index to display the related Illustration Index:

6. Click an illustration from the list to open the illustration and its related parts index:


Working with Illustrations Illustrations appear at the right-hand side of the screen in parts index/illustration displays. Each illustration displays the parts listed in its accompanying part index.

Manipulating an Illustration

You can change the size of the illustration pane or zoom in or out on the image.

Changing the Size of the Illustration Pane

Use any of the following to change the size of the illustration pane:

• Click and drag a blue border at the edge of the illustration pane to increase the height or width of the pane.

• Click the Resize Image button ( ) to expand the pane to the full width of the screen or return the pane to its original size.

• Press F12 or select Illustration On/Off from the Illustration menu to hide or show the illustration.

Zooming In or Out on the Illustration

Use any of the following to zoom in or out on the illustration:

• Move the zoom slider ( ) to zoom in or out.

• Click the Zoom In or Zoom Out ( ) buttons to zoom in or out incrementally.

• Select Zoom In or Zoom Out from the Illustration menu.

• Press Ctrl plus the + key to zoom in or Ctrl plus the - key to zoom out.

Using the Looking Glass Feature

The Looking Glass allows you to magnify a portion of an illustration.

1. Click the Looking Glass icon ( ) to open the looking glass pane in the upper left-hand corner of the illustration.

2. Use the zoom slider or the Zoom In icon ( ) to zoom in on the illustration. A smaller white square appears in the looking glass pane.

3. Click on the white square and hold down the mouse button.

4. As you drag the mouse, the white square moves and the corresponding portion of the illustration comes into view. Zoom in or out to change the size of the magnified portion of the illustration.

5. Click the Looking Glass icon ( ) again to close the looking glass pane.

Using the Magnifying Glass Feature

The Magnifying Glass allows you to directly magnify a portion of the illustration.

1. Click the Magnifying Glass icon ( ) or click on the illustration while holding down the Ctrl button, to open a small magnifier pane.

2. Move the cursor over the illustration to move the magnified portion.

3. Click the Magnifying Glass icon again to deactivate the magnifier pane.


Using Callouts

Callouts are numbers assigned to each part in an illustration. Each callout number also appears next to its counterpart in the part index’s Item (Tmanager) column. Click a callout to highlight both the callout and its related part in the parts index. In the example below, callout number 5 is selected:

Click a callout in the illustration to highlight it and display the corresponding part text. When you select a part from the illustration, its callout is highlighted in yellow.

Click a part in the part text to highlight the corresponding callout in the illustration. When you select a part from the part text, its callout is highlighted in blue.

To select a group of callouts:

1. Place the mouse cursor near one of the callouts you want to select.

2. Hold down the left mouse button.

3. Drag the cursor over the callouts you want to select.

4. Release the mouse button to select all the callouts within the highlighted area.

Hiding or Showing an Illustration

Press F12 or select Illustration On/Off from the Illustration menu to hide or show the illustration.

Printing an Illustration

To print an illustration:

1. Click the Print icon ( ) on the illustration toolbar to open the Print window.

2. Click Print. The illustration will be printed as it appears in the illustration pane.

Emailing an Illustration

To email an illustration:

1. Click the Email icon ( ), or select Email from the Illustration menu, to open the Email window.

2. Type an email address.

3. Add a subject and additional comments if necessary.

4. Click the Submit button to send the email.


Note: An image viewer that can view images in the .JBG format is necessary to display an emailed illustration.

Working with Part Text The part text appears with the illustration when you make a selection at the Illustration Index. The part text provides information about the parts displayed in the illustration:

The part index includes the following features:

• A toolbar

• Scroll bars allow you to view portions of the part index that may extend below the edge of the screen

• Checkboxes that allow you to add parts to the shopping list

• A variety of indicators that signify the existence of additional information about the part

Understanding the Parts Index Display These icons and tools are available from the parts index:

Add a note to the selected part or current illustration

Print the list of parts

Re-display all the parts in a filtered part text list.

Type a keyword to quickly filter the list so that only parts containing the word are displayed.


The parts index display includes the following columns:

This Column: Does this:

Mark a checkbox to add its part to the shopping list

Item List the corresponding illustration callouts

Part Num Lists the part number. Click a part number hyperlink to begin a part number search for the part.

Description Describes the part

Line Vehicle-related codes

Series Vehicle-related codes

Body Vehicle-related codes

Qty (Quantity) Lists the quantity supplied for each part

Part History When part history is available for a part, the Part History Available indicator appears in red directly below the part text:

Click the arrow next to the indicator to open display the history for the part:

The part history feature allows you to sell older parts first. Click the checkbox next to a part in the history to add the part to the shopping list.

Alternate Parts When an alternate part is available, an indicator appears below the primary part in the parts index. Click the black arrow next to the indicator to view the alternate part(s).

Service Bulletins When a service bulletin is available, an indicator appears below the part in the parts index. Click the black arrow next to the indicator to view an overview of the bulletin.

Click the icon next to the overview to view the entire bulletin.

Service Repair Tips When a service repair tip is available, an indicator appears below the part in the parts index. Click the black arrow next to the indicator to view an overview of the tip.

Click the icon next to the overview to view the entire tip.


Quick Searches Use the Quick Search feature to filter the parts displayed in the parts index by entering a keyword.

5. Type a keyword into the Quick Search field:

6. Press the ENTER key to filter the list so that only parts containing the keyword are displayed.

7. Click the Show All icon to re-display all the parts.

VIN Filtering VIN filtering reduces the number of parts displayed in the part index. The PAIS 4 EPC uses the decoded information to eliminate parts that are not applicable to the vehicle. You can enter a complete VIN or the last six or eight characters of a VIN. If you enter the last six or eight characters, you may also need to enter a year.

Entering a Complete VIN 1. Type the VIN into the VIN field:

2. Press the ENTER key to open the VIN and Filters window:


3. The EPC decodes the VIN and displays the decoded information.

4. Click the OK button to open the Group Index for the vehicle.

Entering a Partial VIN 1. Type the last six or eight characters of the VIN into the VIN field:

2. Press the ENTER key to open the VIN and Filters window:

3. The EPC decodes the VIN and displays the decoded information. If more than one VIN is found, the Years field becomes active. When this happens, use the drop-down menu to select a year:

4. If necessary, repeat the procedure to select a VIN from the Matching VINs menu.

5. Click the OK button to open the Group Index for the vehicle.


Getting a VIN from an RO If Parts Exchange is installed on the system, you can get a VIN directly from a repair order.

1. Click the Get VIN button from the VIN and Filters window to open the Get VIN window.

2. Select Active Repair Order from the drop-down menu to use the open repair order, or select Repair Order Number and enter a number into the field.

3. Click the Get VIN button to import the VIN into the EPC.

Understanding the VIN and Filters Window If a VIN is active in the EPC, the VIN and Filters window opens when you click the VIN Decoding & Filtering icon ( ) or press F10. It will also open if you enter a partial VIN and the EPC finds more than one match:

Displays the active VIN. You can also type a number or select one from the drop-down menu.

Becomes active when more than one vehicle matches the number you entered. Use the drop-down menu to select the correct year.

Becomes active when more than one vehicle matches the number you entered. Use the drop-down menu to select the correct VIN.

Displays decoded VIN information

Displays the sales codes applicable to the vehicle

Displays the filtering that will be applied so that only parts applicable to the vehicle are displayed.

Indicates that filtering will be applied. Remove the mark from the checkbox to toggle filtering to OFF.

Click to make changes and close the window

Click to close the window without making any changes

Click to apply the filters, but keep the window open.

Click to print the decoded information.

Click the open the EPC help file.

Setting Filters Manually If you have entered a VIN, you can use the VIN window to set manually some filters.

1. Click the VIN Decoding & Filtering icon ( ) or press F10 to open the VIN and Filters window.

2. Click the Filters tab to display the available filters.

3. Type the filters you want into the fields and click the Apply button. Parts will now be filtered to reflect your entries.


Searching for Parts The Search feature provides several search options. You can search for a:

• Part Number

• Part Name

• TSB Number

Part number searches can be conducted in your current navigation or across all catalogs.

Part name and TSB searches are conducted in the current navigation only. You must select a Year and catalog before beginning a Part name or TSB search.

All part searches are conducted from the Search window, which can be opened by clicking the Search

icon ( ).

You can also select a search type from the Search menu or use the appropriate keyboard shortcut to begin a specific search type:

Search Type Shortcut

Part Number Ctrl+N

Part Name Ctrl+F

TSB Number Ctrl+T

Search Basics This section describes a general procedure for conducting a part search.

1. Click the Search icon ( ) or select a search type from the Search menu to open the Search window:

2. Mark the button next to a search type:

3. Type your search criteria into the Search For field:

4. Make a selection from the Search In pull-down menu:

Note: Part name and TSB searches can be conducted only in the current navigation.


5. Click the Search button to begin your search. After a few seconds, the search results appear in the window:

6. Double-click a part to open its part text/illustration display.

Search Hints If your search results extend beyond the bottom of the window, use the Next and Prev buttons to quickly scroll between pages of results.

Mark the Auto-close button if you want to close the Search window as soon as you make a selection from the search results. If the button is not selected, clicking a part from the search results opens the appropriate the part text/illustration display, but also keeps the Search window open.

Shopping Lists The Shopping List allows you to accumulate lists of parts which you can send to your in-house inventory system. The Shopping List appears in a pane at the bottom of the screen.

Click a part’s description in the Shopping List to open part index and illustration containing the part.

The Shopping List toolbar provides a variety of list management tools:

Item Function

Expands the shopping list to occupy the entire screen.

Displays the DMS to which parts will be sent.

Sends the list to the DMS.

Begins a new shopping list.

Saves the current list.

Opens an index of saved lists.


Item Function

Allows you to add a part to the list manually

Deletes highlighted parts from the list.

Clears all the parts from the list.

Click to email the current list.

Click to print the current list.

Shows or hides part prices on the shopping list (if your DMS provides the pricing capability). The currency symbol may vary depending on your language selection.

Add a note to a selected part.

Change your integration settings.

Opens the PAIS 4 EPC Help file.

Using the Shopping List Columns

The shopping list pane is divided into the following columns:

• Part Number

• Description

• Qty (Quantity)

• List (Price)

• Dealer (Price)

• Wholesale (Price)

• Fleet (Price)

• STKORD

Click a part description to go to the part index/illustration display containing the part.

Click the currency symbol to hide the Dealer, Wholesale, and Fleet prices. Click it again to hide the List prices. Click it one more time to re-display all the prices.

Working with Shopping Lists

Showing and Hiding the Shopping List

Select Show/Hide List from the Shopping List menu, or press Ctrl+F4, to hide the list from view and enlarge the area of the screen devoted to the part index/illustration display. Repeat the action to redisplay the list.

Adding Parts to a List

To add a part to the shopping list, do one of the following:

• Mark the checkbox next to a part


• Highlight a part and then press the INSERT or ENTER key

Parts with a marked checkbox are included in the list. Remove the checkmark to delete the part from the list.

Manually Adding Parts to a List

To add a part manually to a shopping list:

1. Click the Add Part icon from the shopping list toolbar to open the Add Part window.

2. Type a Part Number and Quantity. Entering a Description is optional.

3. Click the Add Part button to add the part to the list.

Deleting Parts from a List

There are several ways by which you can delete parts from a list:

• Remove the check from the checkbox next to a part in the part index.

• Highlight the parts you want to delete, and then click the Delete Selected Parts icon .

• Click the Clear All Parts icon to delete all parts from the list.

Creating a New List

4. Click the New List icon .

5. A Save List window appears. Select Yes or No.

6. If you select Yes, the Save window appears. Enter the necessary information, then click Save. If you select No, a new list appears.

Saving a List

1. Click the Save List icon to open the Save window.

2. Type a name for the list.

Hint: Use a descriptive name that easily distinguishes the list from other lists.

3. Select a folder from the drop-down menu or click the New Folder button to add a new folder.

4. If you are creating a new folder, type the name of the new folder, then click the OK button.

Note: If the Overwrite Saved List checkbox is marked, any existing list of the same name will be overwritten.

5. Click the Save button to save the list.

Retrieving a List

1. Click the Saved List icon to open the Saved Lists window.

2. Open the folder where the list is saved.

3. Highlight the list and then click the Open button. The list appears in the shopping list pane.

Understanding the Saved Lists Window

Item Function

Opens the highlighted list


Item Function

Closes the window without opening a list

Deletes the highlighted list.

Opens a window that allows you to rename the highlighted list.

Opens a window that allows you to move the highlighted list to a different folder.

Opens a window that allows you to create a new folder.

Opens the EPC Help file.

Transferring Parts to Your DMS Click the Send button to transfer parts on the shopping list to your DMS. The parts will be sent to the DMS listed in the Send To field. Use the field’s drop-down menu to select a different session.

Printing a List

1. Click the Print List icon from the shopping list toolbar to open the Print window. The Print window displays a pre-designed form that allows you to enter a quote or customer information. Part information is transferred automatically from the shopping list.

2. Mark a checkbox to determine whether you want to print a copy of the list, or to print the list as a customer invoice.

3. Make any necessary changes to the customer information or enter a quote, then click the Print button to print the form.

Emailing a List To email the contents of the shopping list:

1. Click the Email icon ( ) located on the shopping list toolbar to open the Email window.

2. Enter an email address in the To field or select an address from the drop-down menu.

3. Enter a subject and comments as needed.

4. Click the Submit button to send the list.

User Notes You can add your own personalized notes to parts. These notes can contain virtually any information about a part.

When a note is available, an indicator appears below the part in the parts index:

Click the black arrow next to a user note indicator to view the note.


Note: You can add notes only to parts that have a part number.

Adding a User Note To add a user note:

1. Highlight a part.

2. Click the Add Note icon ( ) located at the top of the part index to open the Add Note window.

3. Place the cursor inside the blank field in the Note Text column and type the note.

4. Click the Add button to add the note.

5. Mark the button next to the statement that best describes how you want the note applied. You can apply the note to any of the following:

• To the part only when it appears with the current illustration

• To the part when it appears anywhere on the current vehicle.

• To the part whenever it appears.


Deleting a Note 1. Select User Notes from the Information menu to open the Notes Utility window:

2. Highlight the note you want to delete.

3. Click the Delete button.

4. Click the OK button close the window.

Printing Notes 1. Select User Notes from the Information menu to open the Notes Utility window:

2. Click the Print button to print the notes currently displayed in the list.

3. Click the OK button close the window.


Using the Notes Utility Window You can use the Notes Utility window to manage your user notes. Select User Notes from the Information menu to open the Notes Utility window:

Item Function

Click to manage part notes.

Click to manage MPC Notes.

Click to manage International Notes

Select a button to show all the notes or only those between a specific date range.

Click to display the notes according to the selection you made in the Filter by Date section.

Click to highlight the previous note.

Click to highlight the next note.

Delete the highlighted note

Print the notes


Item Function

Allows you to export the notes to an xml file.

Allows you to import notes into the EPC from an xml file.

Mark a button to change the way in which the note is applied. Use the drop-down menu to make changes.

Click to accept changes and close the window.

Click to close without making any changes.

Click to apply changes while keeping the window open.

Opens the PAIS 4 EPC Help file.

MPC Notes and International Notes

MPC Notes and International Notes are provided to Snap-on by external sources for inclusion in the PAIS 4 EPC. You cannot add or delete these types of notes.

Bookmarks Bookmarks allow you to mark a location in the EPC so that you can return to it later. Bookmarks can be added and accessed from the Bookmarks menu.

Bookmarks are deleted each time the EPC is closed.

To add a bookmark:

1. Navigate to the location you want to bookmark.

2. Press Ctrl+B or select Add Bookmark from the Bookmarks menu to add the bookmark. The new bookmark willl now appear on the bookmark list attached to the Bookmarks window.

To return to a bookmarked location:

3. Open the Bookmarks menu.

4. Click an entry on the bookmarks list.

Catalog Information Detailed information on the active catalog is available by pressing F8 or by selecting Catalog Information from the Information menu to open the Catalog Information window.

The model legends for the active catalog appear when the window first opens. Mark the Sales Codes button in the bottom left-hand corner of the screen to view the applicable sales codes.

When finished, click the Close button to close the window.


Price General Information The Index to General Information/Price window opens when you select Price General Information from the Information window, or press Ctrl+F6.

• Click a number from the list to open the related information.

• Use the toolbar icons to resize the image or print the price chart.

• Click the X button to close the window.

Notifications When the EPC is opened for the first time after an update, a Notifications window opens and displays important information about the EPC. This window also opens whenever unread notifications are available or when a regular update is more than three months past due.

To view all notifications, select Notifications from the Information window to open the Notifications window.

Printing The PAIS 4 EPC includes a variety of print options that allow you to print part text, illustrations, shopping lists, and other information. For example, you can print an illustration or part list and fax it to a customer to help verify the accuracy of an order.

Printing an Illustration You can print any illustration in the illustration pane. The illustration will print as it appears in the pane (zoomed or normal size).

To print an illustration:

1. Click the Print Image icon ( ) located on the Illustration toolbar to open the Print window.

2. Click the Print button to print the illustration.

Printing a Part Index

3. Click the Print Image icon located on the part index toolbar or select Print from the File menu to open the Print window.

4. Click OK to print the current parts index.

Printing a Shopping List

1. Click the Print Image icon located on the shopping list toolbar to open the shopping list Print window.

2. Select the Print an Invoice or the Print the List button.

3. Enter customer information as needed, then click the Print button to print the shopping list.


Understanding the Shopping List Print Window The shopping list Print window displays a pre-designed form.

Item Function

Print: Select a button to print an invoice or the shopping list.

Quote: Type a quote or estimate

Dealer: Displays information about your retail facility such as name and address. This information can be changed in the Settings window.

Customer Number: Type a customer number

Customer: Type the customer’s information

Parts Information Displays the information about parts in the shopping list

Comments/Additional Information:

Type comments or additional information as needed


Using the PAIS 4 EPC with Your DMS DMS Integration allows the EPC to communicate with your DMS system and send parts from the EPC to the DMS. The method and type of information exchange varies between DMS.

Some specialized terminology is helpful when using DMS Integration:

Term Definition

DMS Dealer Management System. Your in-house inventory system.

Dynamic File Transfer This tool allows the EPC to automatically create a file containing the parts in your shopping list in a format that can be picked up by some DMSs.

Integration Assistant A downloadable software tool that provides a graphical link between the EPC and some DMS. The Integration Assistant opens in a separate window which attaches itself to the DMS window.

Parts Exchange An add-on software tool that helps you manage the exchange of parts between the EPC and some DMS.

Session A configured connection to a DMS.

Linking to Your DMS The connection between the EPC and your DMS is established and configured when the software is installed on your system. Should you need to configure a new session, please refer to your system administrator or the EPC Installation and Configuration Guide.

Transferring Parts to Your DMS Parts are transferred to your DMS from the EPC Shopping List.

To transfer parts:

1. Add needed parts to the shopping list.

2. Click the Send button to use the session listed in the Send To field to send the parts to your DMS system:

Utility Downloads The Utility Downloads window allows you to download a variety of utility components. Select Downloads from the Help menu to open the Utility Downloads window.

Click the Download button for the utility you need to install and follow the onscreen instructions. Available utilities include:

Integration Assistant The Integration Assistant allows you to transfer part information from the shopping list to any Windows based application.

Image Plug-in This program installs a plug-in for your web browser that will allow illustrations to be displayed in the application

Data Migration Tool for This tool is used to move user data, such as user notes, from the


Chrysler Legacy EPC Chrysler legacy EPC application to this one. It is required that you have the Chrysler legacy EPC installed on the machine to use this tool.

Java Installs the Javasoftware.

Dynamic File Transfer This tool allows the EPC to automatically create a file containing the parts in your shopping list in a fomat that can be picked up by some DMSs.

For more information on configuration utility downloads, please see your EPC Installation and Configuration Guide.

Data Migration The Data Migration utility allows you to move information, such as user notes or shopping lists, from a previous version of the EPC to the current version of the EPC. Select Data Migration from the Help menu to open the Data Migration window.

Migrating Data from a Legacy EPC If you are currently using a Chrysler legacy EPC, you have probably accumulated user notes and parts lists. This section describes the tool and processes you should use to transfer your notes into the PAIS 4 EPC.

You should use the migration tool as described below on any standalone system or server. You do not need to migrate information to the PC Clients.

Downloading the Migration Tool

Open the PAIS 4 EPC on the server or standalone system.

1. Select Downloads from the Help menu to open the Utility Downloads window.

2. Scroll down the list until you locate the Data Migration Tool for Chrysler Legacy EPC section and click its Download button to open the File Download window.

3. Click the Open button to open the Choose Setup Language window.

4. Select a language and click the OK button to open the Migration Utility window.

5. Click the Next button to open the Ready to Install window.

6. Click the Install button. The tool searches your system for data that needs migrated and displays the results.

7. Mark the buttons next to the data elements you want to migrate.

8. The Save To field lists the address where the file containing the data will be saved. The file’s name is epcdata.xml.

Note: Make a note of the address where the file is located. You will need this address to locate it later.

9. Click the Save & Exit button and wait a few seconds until the completion window opens.

10. Click the Finish button to close the Completion window.

11. Close the Utility Downloads window.

Migrating Data

1. Select Data Migration from the Help menu to open the Data Migration window.

2. Use the Browse button to locate the epcdata.xml file you saved earlier.


3. Click the epcdata.xml file to insert its address into the field and click the Finish button to open a confirmation window.

4. Click OK to close the window.

Monthly Update Instructions Each time you receive a new PAIS 4 EPC DVD, you will need to run the following procedure on any server or standalone system to update the EPC parts data. You do not need to run the procedure on a PC client.

Once you have successfully completed your first Q.link online update, you will no longer receive a monthly update DVD. From time to time, extensive changes to the catalog are required. When this occurs, you will receive a baseline DVD for the PAIS 4 EPC. You must run an update from this DVD.

The update procedure consists of two steps:

• Back-up your user files

• Update the PAIS 4 EPC

You can backup your files to any removable media such as a floppy disk or a USB Flash Drive.

Backing Up Your User Files Before you update the PAIS EPC, you should always back up your user files. To do so:

1. From the Windows Desktop, select Start -> Programs -> Chrysler PAIS 4 -> Backup to open the Backup & Restore window:

2. Select a language from the Language menu.

3. Select a location to which you want to back up your user files and click the Backup button. We recommend that you backup your files to a floppy disk or an external USB flash drive, and NOT to a location on your hard drive.

4. Wait a few seconds until the Backup Completed message appears:


5. Click the OK button.

6. Click the Exit button to close the Backup & Restore window.

Updating the PAIS 4 EPC To update the EPC:

1. Insert the new PAIS 4 EPC DVD into a DVD drive.

2. After a few seconds the update will start automatically, but you will need to make several onscreen selections during the install process.

3. Follow the onscreen prompts until the update is complete. Four separate components are installed during the installation process.

Alternate Update Method If your system does not have the Autorun feature activated, the update will not start automatically. To begin the update procedure:

1. From the Windows Desktop, click Start -> Run to open the Run window:

2. Type D:\setup.exe into the Open field. If necessary, change the drive letter to the letter assigned to your DVD drive. For example, if your DVD drive is E, you would type E:\setup.exe.

3. Click the OK button to begin the installation and follow the onscreen prompts.

Q.link Automatic Updating The PAIS 4 Q.link feature automatically downloads and installs new and updated part information and other EPC data.

Entering your Dealer Code Before you run automatic updates, you must enter your Dealer Code.

Note: Attempting to run an automatic update without first entering the Dealer Code will cause the update process to freeze without notice. Should this happen, close PAIS 4, restart your system, and then enter the Dealer Code.

To enter the Dealer Code:


1. Select File -> Options. The Settings window opens.

2. Select SMTP Administration in the left panel:

3. Enter your Dealer Code in the Dealer Code field.

4. Click OK.

Configuring Q.link Updates To configure automatic updates:

1. Select File -> Updates to open the Database Updates window:

2. Click the Setup Automatic Updates button to open the Automatic Updates window:


3. Verify that the checkbox in the Update all configurations every day at this time field is checked. If it is not, mark the checkbox.

4. Select a time using the drop-down fields. We recommend that you accept the default.

Note: While you can use PAIS 4 while the update process is running, the performance speed of PAIS 4 may be reduced. For that reason, it is recommended, but not required, that you select an automatic update time when PAIS 4 will not be in use.

5. Click the Ok button.

6. On the Database Updates window, verify that the Automatic Updates field to the right appears as On.

7. Click the OK button to close the Database Updates window.

Manually Running Updates To run an automatic update manually:

1. Select File -> Updates to open the Database Updates window.

2. Click Run Update.

3. A prompt will appear. Click Ok to verify that you want to run the update, or Cancel to cancel the update.

Note: There is no way to cancel an update once it has been begun.

4. Click the OK button to close the Database Updates window. The update process will continue to run.


Verifying Automatic Updates You can check the status of automatic updates on the Database Updates window by selecting File -> Updates. The fields list the status of any current update processes, whether automatic updates have been turned on or off, and current data version information.

If the update process has frozen, this may be because you have not entered a dealer code. Close PAIS 4 and restart your system before restarting PAIS 4.


Getting Help You have several options for getting the help you need.

Contacting Us

North America

U.S.

Telephone: 800.656.4772

E-mail: [email protected]

Canada

Telephone (English): 866.834.1969

Telephone (French): 877.988.4459

E-mail: [email protected]

International

Tech Support: [email protected]

Admin Support: [email protected]

Phone: +44 (0)870 420 3551

Help Files

Click the Help icon from most EPC locations to access context-sensitive help topics that relate to your present location in the PAIS 4 EPC.

Select Application Help Content from the Help menu, or press F1, to access the entire help system, which features a table of contents and a keyword search tool.

EPC Feedback EPC Feedback allows you to email a screen capture to Snap-on. For example, if you encounter an incorrect part number, you can use EPC Feedback to email a description of the error and a screen capture displaying the incorrect number.

Select EPC Feedback from the Help menu to open the email window and send your enquiry.

For detailed instructions on using the Feedback feature, please refer to the Emailing Feedback Section in this guide.

mailto:[email protected]�




Documents

PAIS 4 EPC Guide - Snap-onsbs.snapon.com/sites/default/files/documents/PAIS4_userguide.pdf · PAIS 4 User Guide, vs. 1.1, 30 Aug 2010 5 Configuring User Settings The PAIS 4 EPC provides