Resume Manager 3.0

 

Quick Start Guide

 

In this guide:

 

  1. System Requirements
  2. Obtaining the Latest Version of Resume Manager
  3. Installing Resume Manager
    1. Desktop Edition
    2. Dedicated SQL Server Edition
    3. Multiple-User Edition
  4. Getting Started
    1. Starting and Stopping Resume Manager
    2. Connecting to SQL Server and Logging On
    3. Introducing Roles
    4. Adding New Users
    5. Creating a New Project
    6. Creating a New Client
    7. Finding Resumes
    8. Managing Appointments with Scheduler
  5. Removing Resume Manager
  6. Purchasing and Registering Resume Manager
  7. Feedback and Support

System Requirements

 

 

Resume Manager is made up of two parts – a server, which provides a means for user interaction with the central database, and a client – a Human Resources (HR) officer’s actual workplace.

 

The server part includes the server itself, a database server, and the database that keeps all the data accumulated in Resume Manager. The client part includes only the user’s work environment.

 

Depending on the desired configuration, you can install the entire program (server + client) on a single computer – Desktop Edition – or on several computers – Multiple-Users Edition or Dedicated SQL Server Edition. The computer that will run both server and client must comply with the requirements set forth for both the server and the client.

 

To ensure the correct and stable functioning of the program, your computers must have at least:

 

Server system requirements:

 

 

Client system requirements:

 

 

See also:

 

Obtaining the Latest Version

 

 

To download the latest version of Resume Manager:

 

  1. Launch your favorite Web browser.

 

  1. Open the URL: http://www.sarmsoft.com/download.asp

 

Installing Resume Manager

 

 

This chapter describes how to install Resume Manager on your computer. Upon the completion of the installation, you will have installed and running:

 

 

 

 

 

Installing Resume Manager is as simple as following the installation wizard. However, there are a couple of “tricks” to be observed.

 

Resume Manager uses SQL Server for storing its data. Therefore, depending on the configuration of the server (whether it’s a dedicated server available through the network or a local server running on your desktop), different installation procedures must be followed.

 

See also:

 

 

Installing Resume Manager Desktop Edition

 

 

The desktop edition assumes you have all of the program’s components installed and running on your local computer. Simply follow the installation wizard and leave all the standard selections unchanged.

 

Step 1: Double-click the setup file rm3.exe This will launch the setup wizard, which will guide you through the rest of the installation process.

 

 

Step 2: The installation wizard welcomes you. Simply click Next and move on to the next step.

 

 

Step 3: Read the License Agreement and accept it by selecting I accept the terms of the license agreement, and then click Next in order to continue with the installation. To print the agreement on paper, click Print.

 

 

Note:  If you choose I do not accept the terms of the license agreement, the installation will
not continue. You can close the installation wizard by clicking the Cancel button and
installing the program later.

 

Step 4: Enter your name and your company name. Click Next to continue, or click Cancel to exit. Clicking the Back button allows you to return to the previous steps to modify the previous selections.

 

 

Step 5: Select the components to be installed. For more information on each component, click that component and read its description to the right. In the Desktop Edition, we are going to leave all these items selected because we will need them installed and running locally.

 

 

Click Next to continue, or click Cancel to exit. Clicking the Back button allows you to return to the previous steps to modify the previous selections.

 

Step 6: This is the final step of the installation wizard. Review your settings by clicking Back if necessary, and then click Install to continue with the actual installation of the necessary files.

 

 

This process will take a while, so you may sit back and relax for a few minutes. Should you need to interrupt the installation for whatever reason, you can do that by clicking the Cancel button in the Setup Status window.

 

Step 7: In this step, you need to select the database server to install to from the list. Simply leave the default settings.

 

 

In the Authentication section, select SQL Server authentication using Login ID and password below. The default credentials are:

 

 

Click Next to continue, or click Cancel to exit. Clicking the Back button allows you to return to the previous steps to modify the previous selections.

 

Step 8: When the installation is complete, you can select whether you want to put the program’s icon on the Desktop and whether to start the program. Select the necessary options, and then click Finish.

 

 

For more information on getting started with Resume Manager, please read Getting Started with Resume Manager.

 

Installing Resume Manager with a Dedicated SQL Server

 

 

Installing Resume Manager with a dedicated server is pretty much the same as installing the desktop edition of the program, except that here we will have to specify an SQL server to be used for storing and serving data.

 

To install Resume Manager with a dedicated SQL server:

 

  1. Follow Step 1 through Step 4 of the Desktop Edition installation procedure.
  2. In Step 5, select all items except MSDE 2000A.
  3. Complete Step 6 through Step 8 of the installation wizard.

 

Now, go to the Logon window to specify the SQL server and other connection details.

 

Installing Resume Manager for Multiple Users

 

 

Installing Resume Manager for multiple users is pretty much the same as installing the program with a dedicated server, except that here we will have a single database and SQL server and multiple clients – one for each user.

 

To install Resume Manager with a dedicated SQL server:

 

For all computers except the “server”:

 

  1. Follow Step 1 through Step 4 of the Desktop Edition installation procedure.
  2. In Step 5, select Resume Manager Client Pro 3.00.
  3. Complete Step 6 through Step 8 of the installation wizard.

 

For the “server” computer:

 

  1. Follow Step 1 through Step 4 of the Desktop Edition installation procedure.
  2. In Step 5, select all items if you do not have a dedicated server, or select all items except the server. This computer will run the server and the database and also run a client and provide the workplace for a user.
  3. Complete Step 6 through Step 8 of the installation wizard.

 

Now, go to the Logon window to specify the SQL server and other connection details.

Getting Started with Resume Manager

 

 

In this chapter:

 

 

Starting and Stopping Resume Manager

 

 

To start Resume Manager:

 

Click the Start button in the bottom-left corner of the screen, then point to Programs, point to Resume Manager Pro, and then click Resume Manager Client. After you log onto the program, you will see the start page like this:

 

 

The Task Pane to the right provides tools for managing users, projects, resumes, and so forth.

 

See also:

 

 

To stop Resume Manager:

 

Select the Exit item on the File menu, or click the  button in the upper-right corner of the program’s window.

 

Connecting to SQL Server and Logging On

 

 

When the program starts, it will display the Logon window:

 

 

By default, the program has an admin user with a blank password. Use these credentials for logging onto the program for the first time.

 

IMPORTANT

 

Only one Administrator at a time can log onto the program. If you are planning on having multiple users working with Resume Manager, you must first log on as admin and create accounts for the other users. For more information on adding new users, please read
Adding New Users.

 

Selecting Remember name and password will keep the current user name and password and complete the logon form automatically when the program is started again.

 

In this window, click the Advanced >> button. The software opens the advanced properties window:

 

 

Here you can adjust the authentication type and connection settings:

Authentication Type:

 

Resume Manager uses SQL Server with authentication based on Windows accounts and a named SQL Server login ID and password.

 

 

 

Note:  Selecting Windows Authentication does not transmit or disclose your authentication data to any third party.

 

Connection Settings:

 

 

Note:  If your SQL server is beyond your local area network, you can enter the initial record
specifying the server location in the server list manually.

 

 

 

 

 

Clicking the Check Connection button allows for checking the current connection settings to make sure the program and the server work fine:

 

 

Or, you can leave these settings unchanged and click the OK button to start the program.

 

Introducing Roles

 

 

Resume Manager is a role-based program; that is, all users in the program play a particular role and have their own area of influence. Resume Manager “understands” the following roles:

 

 

 

 

IMPORTANT

 

The demo version of the program allows up to three users and up to 100 resumes.

 

The first user, Administrator, is already registered in the system. Thus, you can add only two more users; for example, one Manager and one Recruiter.

 

To add more users or resumes, you must purchase the license that allows you to add the necessary number of users and resumes. For more information on upgrading your copy of the program, please read Purchasing and Registering Resume Manager.

 

Adding New Users

 

 

In order to be able to manage users, you must log on as Administrator. For more information, please refer to Connecting to SQL Server and Logging On.

 

To add a new user:

 

  1. On the Administrator tab of the Tasks Pane, select Users.

 

 

  1. On the Users screen that appears, click the Create New User… link.

 

  1. In the User Setup window that appears, enter the user name, login, password, and select that user’s role. Enter optional information as needed, and then click Next.

 

 

 

  1. In the E-Mail Setup window that appears, enter the user’s e-mail address and account credentials, outgoing mail server, and authentication method, and then click Finish.

 

 

The new user will be created and displayed on the user list. You can now edit that user or use the account for working with projects.

 

Note:  If you have reached the maximum number of users allowed by your current license
agreement, you will be notified that new users cannot be added.

 

To add more users, you must purchase the license that allows adding the necessary number of users. For more information on upgrading your copy of the program, please read Purchasing and Registering Resume Manager.

 

To return to the program’s main page, click the Main button on the toolbar, or press Shift+H.

 

Creating a New Project

 

 

In order to be able to manage projects, you must log on as Administrator or Manager. For more information, please refer to Connecting to SQL Server and Logging On.

 

To create a new project:

 

  1. On the Resume Manager tab of the Tasks Pane, select Project Manager.

 

 

  1. On the Project Manager screen that appears, click the Create New Project… link.

 

  1. In the Project Setup window that appears, enter the project name, select the project’s start date, and select the client the project is running for. Enter optional information as needed, and then click Next.

 

Note:  If the client is not in the database yet, you can add the client right here by selecting Create New Client on the popup list. For more information on adding new clients, please refer to Creating a New Client.

 

 

  1. In the Owner and Recruiter Setup window that appears, pull down the Project Owner menu, and select the owner for the project.

 

 

  1. On the Available Recruiters list in the Owner and Recruiter Setup window, select the Recruiter who will work with the project by double-clicking that recruiter’s name, and then click Next.

 

  1. In the POP3 Setup window that appears, click the Add button to add an e-mail account for this project. (This email account is where candidates’ resumes will arrive.) In the E-Mail window that appears, enter the e-mail address, POP3 server, account name, password, and server port number, and then click OK. To add more accounts, repeat this step. To continue, click Next.

 

 

  1. In the Web Ad Information window that appears, enter the ad text to be posted to online job boards and the list of websites where the ad is to be posted. Then click Finish.

 

 

The project is created. You can now start receiving resumes for this project and work with your client. The project can be edited at any time through the tools on the Project Manager screen.

 

To return to the program’s main page, click the Main button on the toolbar, or press Shift+H.

Creating a New Client

 

 

In order to be able to manage clients, you must log on as Administrator or Manager. For more information, please refer to Connecting to SQL Server and Logging On.

 

To create a new client:

 

  1. On the Resume Manager tab of the Tasks Pane, select Clients.

 

 

  1. On the Clients screen that appears, click the Create New Client… link.

 

 

  1. In the Client Setup window that appears, enter the client name. Enter optional information as needed, and then click OK.

 

 

The new user will be created and displayed on the user list. You can now edit that user or use the account for working with projects.

 

To return to the program’s main page, click the Main button on the toolbar, or press Shift+H.

 

Finding Resumes

 

 

In order to be able to manage users, you must log on as Administrator, Manager, or Recruiter. For more information, please refer to Connecting to SQL Server and Logging On.

 

To find a perfect-match resume, a recruiter can use a set of 22 filters (SOF).

 

To find a resume:

 

  1. On the Search tab of the Tasks Pane, select Sets of Filters. You can also click the Search Candidate link on the program’s main page.

 

 

  1. Click the necessary tab at the top of the screen, and specify the search criteria you need: skills, locations, education, experience, and so forth.

 

 

  1. Click the Search tab in the Set of Filters window, enter optional information as needed, and then click Search. The program will search through the resume database and display resumes matching your search terms in the Results window:

 

 

You can access the last search results at any time during the session by selecting Results on the Search tab of the Task Pane:

 

 

Note:  If you have reached the maximum number of resumes allowed by your current license
agreement, you will be notified of that situation.

 

To allow adding more resumes, you must purchase the license that allows adding the necessary number of resumes. For more information on upgrading your copy of the program, please read Purchasing and Registering Resume Manager.

 

To return to the program’s main page, click the Main button on the toolbar, or press Shift+H.

 

Managing Appointments with Scheduler

 

 

The program comes with a built-in scheduler to help you manage appointments and other events.

 

Scheduler in the current version allows entering events in the calendar to prevent overlapping of events.

 

To open Scheduler:

 

  1. Click the Planner Manager link on the program’s main page.

 

 

  1. Right-click the daily calendar sheet that appears, and then select New Appointment (or a new event of a different kind).

 

  1. In the Edit Appointment window that appears, enter the event details, and then click Save and Close.

 

To return to the program’s main page, click the Main button on the toolbar, or press Shift+H.

Removing Resume Manager

 

 

Resume Manager is made up of two parts – a server, which provides the means for user interaction with the central database, and a client – the Human Resources (HR) officer’s actual workplace.

 

Depending on the installed configuration, you will have to uninstall the client part (Resume Manager) and the server part (MSDE2000) – Desktop Edition – or just the client part – Multiple-Users Edition or Dedicated SQL Server Edition.

 

To uninstall Resume Manager (client):

 

  1. In the Control Panel, open Add/Remove Programs.

 

  1. On the software list that appears, select Resume Manager Pro, and then click Remove.

 

  1. Follow the Uninstall wizard’s instructions to complete the removal.

 

To uninstall MSDE (server):

 

  1. In the Control Panel, open Add/Remove Programs.

 

  1. On the software list that appears, select Microsoft SQL Server Desktop Engine (RM_MSDE2000), and then click Remove.

 

  1. Follow the Uninstall wizard’s instructions to complete the removal.

 

Note:  To open the Control Panel: Click the Start button in the bottom-left corner of the screen, then point to Settings, and then select Control Panel.

Purchasing and Registering Resume Manager

 

 

 

When Should I Purchase a License?

 

The demo version of the program allows you to have up to three users and up to 100 resumes. To add more users or resumes, you must purchase the license that allows you to add the necessary number of users and resumes.

 

How Do I Purchase a License?

 

To purchase a Resume Manager license:

 

  1. Launch your favorite Web browser.

 

  1. Open the URL: http://www.sarmsoft.com/order.asp

 

  1. In the Order window that appears, enter the required order information, and then submit your order.

 

  1. Follow the instructions provided in the e-mail message sent to you by our sales department.

 

How Do I Register the Program?

 

To register your copy of Resume Manager:

 

  1. Copy the registration information from the registration e-mail message to the Clipboard.

 

  1. Run Resume Manager, and log on as Administrator.

 

  1. On the Help menu, select Register Now.