Post on 29-Dec-2015
April 2008
Workshop Workshop ToolsTools
April 2008
Installation Types
Local installation• Single-seat installation
Central installation• WINLine folder must be shared • A folder is created for each “user“ in the WINLine app folder• Processes run on the “server“
Network 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
Terminal 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
Patch• Files are downloaded from the Internet and automatically
installed -> solely for *.exe updates • Clients are updated as well
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
User types• WINLine user• WINLine user + CRM user• CRM user
• CRM user• CRM Go user
• WEB user
April 2008
User Groups
Each 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
The user group name can be edited
Further 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
Authorizations • 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
Lock Variables• Variables can be locked per table or table column• Locked fields are displayed or printed with ****
April 2008
Audit Protocols
Audit 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
Audit 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
What 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
Automated backup procedures with the Action Server
April 2008
Database Upsize
Databases from older program versions can be upsized to the new version
Table structure/definitions can be reconstructed with an upsize
Companies can be transferred to another or new database with an upsize
Companies can be formatted to another database type with an upsize
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
CWLSETUP – “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
General SettingsCreate New Company Data CheckReorganizationQuick Conversion AssistantAdditional FieldsPropertiesMacro RecorderAction ServerCockpit Mail CenterDictionaryMeso Connect
April 2008
Create New Company
Generation of new company • New 4-place company number• Selection of Base Info data that should be adopted • No transactional data is adopted
Fiscal year can be set for a new company• Non-standard fiscal year settings• Changes in fiscal period settings
April 2008
Data Check
Data check should be run in periodic intervals
Should always be performed before an update
Check of company data• Base Info check
• Product• Accounts
• Transaction data check• Vouchers • COST Journal• Debit / Credit
April 2008
Reorganization
Irrevocable deletion of dataOnly administrators (super users) can open
menu itemManual 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
Global changes to Base Info field values• only one field can be converted at a time.
Manual selection of field that should be converted
Selection of data records that should be converted • use filter to select data records whose fields will be converted
Enter new value for all selected data records• this value can also be manually edited per data record
Quick Conversion is for large-scale data changes • change many data records with one value
April 2008
Additional Fields
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
30 additional fields can be set up for each Base Info type• AR/AP Accounts, products, sales reps, cost centers, etc.
n- additional specifications can be created• Only one additional spec. can be assigned per data record
Additional field values can be printed in reports or used as criteria in filter selection criteria • Assign additional, user-defined information
April 2008
Properties
Unlimited number of properties can be set up• Properties are used for storing structured data, i.e., Yes/No,
combo box selection, etc.
Properties can be assigned to different objects (product, AR/AP accounts, CRM, relationships, etc.)
Properties are non-specific to company
Properties can be printed in reports
Properties are available as filter selection criteria
Different 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
Recording of recurring processes – “macros“• E.g., print out of a certain report
User entry during macro run can be set up with F11 key
Macros can be stored locally on client or moved to server so that it is available to every user
Macros can be inserted into the CockpitMacros can be started from a form -> Drill
Down element in formMacros can be edited when needed with VB
scripting
April 2008
Action Server
Automated generation of:• Predefined reports• Predefined OLAP reports• Automated data backups • EXIM functions
Can be run on different workstationsSeparate service (tray) for processing Protocol with drill down link to reportLicense at € 610
April 2008
Cockpit
Role-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
Generation and management of emailsGeneration and management of form
letters/faxesRecord of which user sent which emailSend individual emailsTexts can be edited individually in the previewTexts can be individually archivedEmails can be sent in batches of 50 Integration with CRM – trigger of workflows,
action steps
April 2008
Dictionary
Words can be directly inserted • through the RTF toolbar • dictionary function (automatic word completion) can be
activated by user
Words can be deleted from dictionary
Words can be inserted for different languages
Alphabetical sorting in the dictionary • Individual tab areas
April 2008
Mesoconnect
Wizard for generation of scripts for transfer of data to • MS Word incl. Word templates• MS Excel• MS Outlook• StarWriter• StarCalc
Creation of manual scripts using VB-ScriptingScripts can be created for accounts,
prospective accounts, contacts persons, Name Search, etc.
Up to 10 scripts can be set up per “type“ that can be called from Base Info.
April 2008
System Settings
Toolbar display settings Office Integration (activate or deactivate)Design can be selected
• Select skin design • „User-defined design“ can be created with CTK
Email client type• Outlook• MAPIi• SMTP
Email attachments• Selection of file format in which reports will be sent as
attachments (PDF, SPL, Doc, etc.)
April 2008
Form Editor
Form Editor I (small editor)• Wizard format • No generation of new forms• No assignment of double flags• No “check in“ of forms
Form Editor II (large editor)• cwlpdfe.exe• Generation of new reports• Export and import of forms• Generation of MDP projects• Toggle/screen printer fonts• etc.
WEB Form Editor• Generation of WEB reports – similar to Form Editor II
April 2008
Form Editor
Functions 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 ->LookUpVar• Formulas (VB Script or JavaScript) • 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
Export and import of Base Info• Accounts, products, cost centers, BOMs, etc.
Export and import of transaction data• Vouchers (ACC2) • Payroll• ACC1 postings
Templates • Define export/import table structure• Can be used in Edit Base Info• Can be used in Individual Forms
EXIM • Use an ODBC data source• Automated export and import with the “Watchdog“
(cwlexim.exe) or Action Server
April 2008
LIST
User-defined reportsReports can be output as grids, to screen or
printer. Reports can be inserted into the CockpitUser “Favorites“ lists can be set upFormulas from Mesocalc are availableReports can be adopted into the MesoCalc
function
April 2008
Archive
Archive I• used for archiving documents generated in WINLine
Archive II• used for archiving external documents: scans, Word Doc, etc.
Documents can be archived to an external file or directly in the database
Indexing (key words) of internal documents is steered with variables in respective form.
Form types can be set up for automated indexing of external document types
Form types can be assigned to a file extension – DOC, XLS, JPG, TIF, etc.
Supports TWAIN interface for scanning of archive
April 2008
Archive
External documents can be inserted to archive by Drag&Drop, e.g., from an Explorer window
Archive Search by key word Direct access to archive data from Base Info
(product, AR/AP accounts) or in the INFO module
Redirect to archive in forms with Drop Down“Bracketing“ of documents -> multi-page
documents, e.g., scansReplacement of documents Deletion of archive data
April 2008
CTK – CustomizingTool Kit
Assignment of system fonts (mesocol.ini)Assignment of default font for RTF, windows and
grids ->System Settings -> Individual DesignModifications of menus for user groups (1-9)
• Menu structures for individual modules can be set up. Removal or renaming of menu items
Modifications 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
Modified windows and menus can be packaged as an MDP project
Windows can be exported and imported