Workshop Tools April 2008 Installation Types Local installation

Workshop Tools April 2008

Installation Types ØLocal installation • Single-seat installation ØCentral installation • WINLine folder must be shared • A folder is created for each “user“ in the WINLine app folder • Processes run on the “server“ ØNetwork installation (client/server) • WINLine folder must be shared on the server as well as the clients • Files are automatically copied to the clients • Processes run on each client workstation April 2008

Installation Types ØTerminal server and server farm • Terminal server and SQL server should not be on same server PC for performance reasons • A separate folder is on terminal server for each user • Short cut to cwlstart. exe on the desktop of each TS user • Server farm means that more than one terminal server can be used > “load balancing“ April 2008

Update - Patch Ø Patch • Files are downloaded from the Internet and automatically installed -> solely for *. exe updates • Clients are updated as well Ø Update • New build number -> CD or install setup version • The new version can be installed from the server or client • The new files are copied to the clients or server during update • Database must be upsized • Please note the following before an update: Start the cwlstart. exe on the server at least once -> so that any changes (forms, user-specific settings) can be updated • Forms, CTK modifications need to checked in – otherwise they are deleted • Back up the WINLine folder on the server • Back up databases (System database + Company database(s)) • April 2008

User ØUser types • WINLine user + CRM user • CRM Go user • • WEB user April 2008

User Groups ØEach user must be assigned to a system user group (group 0 -9) • No CTK modifications can be made for Group 0 (default) • Groups 10 -13 are reserved for the WEB Edition ØThe user group name can be edited ØFurther user groups can be created • Groups can be used for CRM • Groups can be used for authorizations • A user can be assigned to more than one group April 2008

Authorizations – Lock Variables ØAuthorizations • Authorizations by company or fiscal year level per user • Authorizations for individual modules per user • Authorizations by data record for user groups • Users not in the user groups cannot open the data record ØLock Variables • Variables can be locked per table or table column • Locked fields are displayed or printed with **** April 2008

Audit Protocols ØAudit Protocol function • • Error log function for window, company change, system error, etc. Audit protocol entry is written when “traffic light“ icon is yellow “Audit level“ is set up in WL ADMIN in Database Connections Protocol can be opened and deleted in CWLSTART ØAudit Protocol Data function • Each column in database table can be selected for auditing • Any change to data field (column value) is noted with old value, new value and user who made the change. • Audit protocol can be opened in CWLSTART • Protocol can be deleted in WL ADMIN April 2008

Data Backup ØWhat can be backed up? • System database can be backed up from WL ADMIN • Selection of system tables that will be backed up • Companies can be backed up from WL ADMIN • Selection of fiscal year from which company will be backed up • System files (e. g. , *. meso) • Selection of components that will be backed up ØAutomated backup procedures with the Action Server April 2008

Database Upsize Ø Databases from older program versions can be upsized to the new version Ø Table structure/definitions can be reconstructed with an upsize Ø Companies can be transferred to another or new database with an upsize Ø Companies can be formatted to another database type with an upsize Ø Companies can be copied incl. transaction data (new company number) • Example. : generation of a test company from live company data April 2008

CWL Setup Tool ØCWLSETUP – “all-in-one tool“ • During installation: • Sets up databases on SQL server • Sets ups users and passwords • Set up demo companies • After installation/test functions: • Test of database connections • Test of repository • meso password synchronization/repair • Sysrepair • Test suite April 2008

CWLStart ØGeneral Settings ØCreate New Company ØData Check ØReorganization ØQuick Conversion Assistant ØAdditional Fields ØProperties ØMacro Recorder ØAction Server ØCockpit ØMail Center ØDictionary ØMeso Connect April 2008

Create New Company ØGeneration of new company • New 4 -place company number • Selection of Base Info data that should be adopted • No transactional data is adopted ØFiscal year can be set for a new company • Non-standard fiscal year settings • Changes in fiscal period settings April 2008

Data Check ØData check should be run in periodic intervals ØShould always be performed before an update ØCheck of company data • Base Info check Product • Accounts • • Transaction data check Vouchers • COST Journal • Debit / Credit • April 2008

Reorganization ØIrrevocable deletion of data ØOnly administrators (super users) can open menu item ØManual selection of data • • AR/AP Accounts -> must be set to inactive and have no postings Products -> must be set to inactive and have no postings Vouchers Open Invoices Cost types, cost centers Assets Other data April 2008

Quick Conversion Assistant ØGlobal changes to Base Info field values • only one field can be converted at a time. ØManual selection of field that should be converted ØSelection of data records that should be converted • use filter to select data records whose fields will be converted ØEnter new value for all selected data records • this value can also be manually edited per data record ØQuick Conversion is for large-scale data changes • change many data records with one value April 2008

Additional Fields Ø Additional fields (user-defined fields) can be set up with different data formats • Additional fields are primarily used for storing unstructured data • Date, text, integer, double and capital letters • Values are always saved in the database as text Ø 30 additional fields can be set up for each Base Info type • AR/AP Accounts, products, sales reps, cost centers, etc. Ø n- additional specifications can be created • Only one additional spec. can be assigned per data record Ø Additional field values can be printed in reports or used as criteria in filter selection criteria • Assign additional, user-defined information April 2008

Properties ØUnlimited number of properties can be set up • Properties are used for storing structured data, i. e. , Yes/No, combo box selection, etc. ØProperties can be assigned to different objects (product, AR/AP accounts, CRM, relationships, etc. ) ØProperties are non-specific to company ØProperties can be printed in reports ØProperties are available as filter selection criteria ØDifferent types of properties can be set up • Integer, double, headers, checkbox, variable (combo box), fix -> values can only be selected from combo box April 2008

Macro Recorder ØRecording of recurring processes – “macros“ • E. g. , print out of a certain report ØUser entry during macro run can be set up with F 11 key ØMacros can be stored locally on client or moved to server so that it is available to every user ØMacros can be inserted into the Cockpit ØMacros can be started from a form -> Drill Down element in form ØMacros can be edited when needed with VB scripting April 2008

Action Server ØAutomated generation of: • • Predefined reports Predefined OLAP reports Automated data backups EXIM functions ØCan be run on different workstations ØSeparate service (tray) for processing ØProtocol with drill down link to report ØLicense at € 610 April 2008

Cockpit ØRole-based user dashboard • Each user has 9 role-based dashboard layouts • Each dashboard layout can be configured for different tasks/roles • Role-based configuration for corresponding tasks • Only required menus and reports for the user role/tasks • User and user group defined/specific April 2008

Mail Center ØGeneration and management of emails ØGeneration and management of form letters/faxes ØRecord of which user sent which email ØSend individual emails ØTexts can be edited individually in the preview ØTexts can be individually archived ØEmails can be sent in batches of 50 ØIntegration with CRM – trigger of workflows, action steps April 2008

Dictionary ØWords can be directly inserted • through the RTF toolbar • dictionary function (automatic word completion) can be activated by user ØWords can be deleted from dictionary ØWords can be inserted for different languages ØAlphabetical sorting in the dictionary • Individual tab areas April 2008

Mesoconnect ØWizard for generation of scripts for transfer of data to • • • MS Word incl. Word templates MS Excel MS Outlook Star. Writer Star. Calc ØCreation of manual scripts using VB-Scripting ØScripts can be created for accounts, prospective accounts, contacts persons, Name Search, etc. ØUp to 10 scripts can be set up per “type“ that can be called from Base Info. April 2008

System Settings ØToolbar display settings ØOffice Integration (activate or deactivate) ØDesign can be selected • Select skin design • „User-defined design“ can be created with CTK ØEmail client type • Outlook • MAPIi • SMTP ØEmail attachments • Selection of file format in which reports will be sent as attachments (PDF, SPL, Doc, etc. ) April 2008

Form Editor Ø Form Editor I (small editor) • • Wizard format No generation of new forms No assignment of double flags No “check in“ of forms ØForm Editor II (large editor) • • • cwlpdfe. exe Generation of new reports Export and import of forms Generation of MDP projects Toggle/screen printer fonts etc. ØWEB Form Editor • Generation of WEB reports – similar to Form Editor II April 2008

Form Editor ØFunctions offered by the Form Editor II? • • • • Page settings Static texts with or without RTF formatting Numerical values -> access to data tables Alphanumeric values -> access to data tables Date fields “Look up“ elements ->Look. Up. Var Formulas (VB Script or Java. Script) SQL statements Printer redirects / Printer control elements Properties Print out of XML values Graphics files Drill down -> function same as hyperlinks Frames Changes in printing order of variables and much more April 2008

Export and Import ØExport and import of Base Info • Accounts, products, cost centers, BOMs, etc. ØExport and import of transaction data • Vouchers (ACC 2) • Payroll • ACC 1 postings ØTemplates • Define export/import table structure • Can be used in Edit Base Info • Can be used in Individual Forms ØEXIM • Use an ODBC data source • Automated export and import with the “Watchdog“ (cwlexim. exe) or Action Server April 2008

LIST ØUser-defined reports ØReports can be output as grids, to screen or printer. ØReports can be inserted into the Cockpit ØUser “Favorites“ lists can be set up ØFormulas from Mesocalc are available ØReports can be adopted into the Meso. Calc function April 2008

Archive Ø Archive I • used for archiving documents generated in WINLine ØArchive II • used for archiving external documents: scans, Word Doc, etc. ØDocuments can be archived to an external file or directly in the database ØIndexing (key words) of internal documents is steered with variables in respective form. ØForm types can be set up for automated indexing of external document types ØForm types can be assigned to a file extension – DOC, XLS, JPG, TIF, etc. ØSupports TWAIN interface for scanning of archive April 2008

Archive ØExternal documents can be inserted to archive by Drag&Drop, e. g. , from an Explorer window ØArchive Search by key word ØDirect access to archive data from Base Info (product, AR/AP accounts) or in the INFO module ØRedirect to archive in forms with Drop Down Ø“Bracketing“ of documents -> multi-page documents, e. g. , scans ØReplacement of documents ØDeletion of archive data April 2008

CTK – Customizing. Tool Kit ØAssignment of system fonts (mesocol. ini) ØAssignment of default font for RTF, windows and grids ->System Settings -> Individual Design ØModifications of menus for user groups (1 -9) • Menu structures for individual modules can be set up. Removal or renaming of menu items ØModifications of windows for user groups (1 -9) • • Fields can be moved around Fields can be hidden Macros (CTK window scripts) can be linked to window New fields, buttons and other elements can be inserted in window ØModified windows and menus can be packaged as an MDP project ØWindows can be exported and imported April 2008