Configuration

Configure Communications in MCM, Mitchell Estimating, and eClaim

Mitchell Estimating uses a program called MCM (Mitchell Communications Manager) for its estimate communications. MCM was automatically installed when Mitchell Estimating was installed, so it's already on your system. It just needs to be set up.

This topic covers the core steps to configure communications in MCM, Mitchell Estimating, and eClaim Manager.

Configure Communications—core steps

  1. To open the Mitchell Communications window, double-click the Mitchell Communications icon in the Notification tray.

  2. On the User Setup tab, enter your Org ID, User ID, and Password provided by Mitchell. (Passwords are case sensitive.)

  3. To verify communication with Mitchell, click Test Login.

  4. Click OK at the confirmation message.

  1. Log in to Mitchell Estimating using mitchell/mitchell for the User ID and Password.
  2. Enter the MCM Org ID as the Company Code. ClosedLearn how.
  1. On the System Info menu, click Company Data.
  2. In the Company Code field, enter the MCM Org ID.
  1. Create a Mitchell Estimating user ID using your MCM credentials. ClosedLearn how.
  1. On the System Info menu, point to Configuration, and click Configure User Information.
  2. On the User Manager dialog box, click New.
  3. On the User Detail dialog box, enter the MCM User ID.
  4. Enter the Last Name and First Name.
  5. In the Authorization Group the list, select Administrative.
  6. Enter the MCM Password. (Passwords are case sensitive.)
  7. In the Verify Password field, re-enter the MCM password.
  1. Click Test Communications.
  2. Click OK at the confirmation message.

Mitchell Estimating communication setup is complete.

  1. Log in to eClaim Manager using Administrator/mitchell for the User ID and Password.
  2. At the prompt to test communications, click Run Later.
  3. Set up communications in eClaim Manager using your MCM credentials. ClosedLearn how.
  1. On the System Setup menu, click Platform Setup.
  2. On the Platform Setup dialog box, click the Communications tab.
  3. In the Company Code field, enter the MCM Org ID. Then enter the MCM User ID and Password.
  4. To verify communication with Mitchell, click Test Credentials .
  5. On the confirmation message, click OK.
  1. Create an eClaim Manager user ID using your MCM credentials. ClosedLearn how.
  1. On the System Setup menu, click User Setup.
  2. On the User Setup dialog box, click Add New.
  3. On the User Definition dialog box, click eClaim, and enter your MCM User ID in the Login Name field.
  4. In the Password and Confirm Password fields, enter your MCM password.
  5. Enter the user's First Name and Last Name.
  6. Click OK. The User Setup dialog box appears.
  1. Configure the new eClaim Manager user ID to log in to Mitchell Estimating. ClosedLearn how.
  1. On the User Setup dialog box, select the new user ID you just created, and click Modify.
  2. On the User Definition dialog box, click UltraMate, and in the UltraMate Login field, enter the UltraMate user credentials you created earlier using your MCM credentials.

eClaim Manager communication setup is complete.

Communication between MCM, Mitchell Estimating, and eClaim Manager is now set up through this one MCM user ID. When you want to send or receive information in Mitchell Estimating, log in with this user ID.

 

See also:

Initiate host communications

Upload estimates

Communications logs