WINLine 8.1 Setup

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31 Ιαν 2013 (πριν από 4 χρόνια και 8 μήνες)

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WINLine

Installation/Administration
Workshop

Agenda


Installation WINLine in one
-
seat/network


Installation types (Client/Server,
Central/Terminal Server)


Upsize/Downsize of system tables


Upsize/Downsize of data


General administration, User setup


Authorization profiles


Initial setup/Yearly closing

System requirements


Processor: minimum Pentium III


Memory: min. 128 MB RAM (256 MB RAM recommended)


Graphic: Resolution min. 800 x 600, 256 colors
(recommended 1024 x 768, high color)


Hard disk: minimum 400 MB unused


OS: WINDOWS 2000 (with Service Pack 3) or WINDOWS
XP (Service Pack 1).


Server must be configured corresponding to number of
workstations

WINLine Platforms


MS SQL Server 7.0 (ODBC)


MS SQL Server 2000 (ODBC)


MSDE (Microsoft Data Engine
-

ODBC)


Linux PostgreSQL Server




JET Engine (DAO 3.6)

Installation of WINLine


SETUP.EXE


Install ODBC drivers (automatic)


Install DAOs (automatic)


Decide for option as single/multiple seat


Local / Client / Server


MSM / Workstation entries


Start ClientSetup on each client

Installation 8.1 Setup (1)


Setup/New installation


Installation WINLine using SETUP.EXE


New password: „munich“


Confirmation and Installation of SQL


Confirmation dialogue whether Windows user should be set up
now as WINLine user


Check for existing SQL installation


if no
SQL server is
available, the
MSDE will be automatically installed


If the SQL server is installed on another PC, DO NOT INSTALL
the MSDE. Point to the SQL server later on in the installation


Setup executes automatically the meso user login setup,
database setups, as well as upsizing of the system tables and
company data

WINLine 8.1 Setup (2)


Optional installation of MSDE



WINLine 8.1 Setup (3)


License Entry


Deactivate the Demo User checkbox for
user a (User Setup)





Installation is successfully completed



Client/Server


on the server are (MS SQL, or
PostgreSQL server):


Data


MESOSRV.SRV (Connect strings, users, MSM table,
Audit, License)


MESOPDB.SRV (Form titles/positions)


MESOARC.SRV (Archive information)


MESOCMP.SRV (“shared“ Information)



.MESO
-
Files (for distribution to clients)


MESONIC.INI (Network path entry is empty!)


WORKSTATIONS.INI (client type)

Installation of WINLine in a Network


Client/Server


on the client WS are:


Application


.MESO files


MESONIC.INI (network path to server, language
setting)


MESOPRINT.INI (printer)


MESOCOL.INI (fonts)


CWLSTART.INI/ADMIN.INI (automatically generated)


LOCALFORM.DAT (local forms)

Installation of WINLine in a Network

.MESO Files


MESOREPO?.MESO (original forms)


MESOFORM?.MESO (modified forms)


MESODISP?.MESO (menus, windows)


MESOTABLES.MESO (repository)

Upsizing


Upsize data version from one release to next


Update data version from JET to SQL


Downsize from SQL to JET (for test purposes,
transport, etc.)


Repair of table structure/indexes

Technical Changes 7.4
-
> 8.0


Only SQL/PostgreSQL (no MDB)


Upsize
-
downsize of system tables at any time


Data backup/restore


incl. System tables


New compressed format (MBAC)


Backup from fiscal year


Multiple year tables are ALWAYS backed up


New database and table structure


Adopt previous year companies


Multiple year tables <
-

> company tables


„MESOCOMP“ and „MESOYEAR“


WINLine Company Data Storage 8.1


Multiple Year Capability



Previous (up to Version 7.4):


One fiscal year and one company



one company number


(e.g., 03ME, 02ME, 03FA, etc.)



From 8.0 onwards:



all fiscal years and all companies are (or can be)

in one repository!


Previous Year Company Adoption


Companies must be valid (of data version 8.x)


Select company to which previous years
should be imported (adopted)


Only one level can exist, i.e., only single years
can be imported into a company


You can delete a company with the “Delete
Company“ menu item in ADMIN at any time


Only data that is NOT present in the current
“main company“ are adopted


this means no
multiple year tables (e.g., COST Journal!)

WINLine ADMIN


User Setup / Authorization Profiles


Authorization profiles


Data base connections


Definition of data areas to be audited


Backup/Restore


Monitor


Compress/Repair of MDBs (Version 7.4)


Delete company


License entry

MESONIC Security Model

Companies

Programs

Menus/Fields

Data records

Function audit

Variable audit

Authorization for Company/Programs


Defined in the User Setup


Can be set up per user

WINLine ADMIN/CTK


Modification or deactivation of menu items


Release or deactivation of information fields, buttons,
edit fields


User group
-
specific entry window definitions

Data record locking


Defined for user groups


Authorization can be assigned per data record


Effect: data record is displayed with *

General Features: WINLine


Design (button conversion, windows, grids...)


Favorites


Favorites
-

First Steps


WINLine


Current


Multiple languages


Multi Document Interface


Export Documents


PDF


WORD RTF


RTF


SPL, TXT, MHT, ...(as before)


EXIM Watchdog


check interval can be set in seconds




Patch Update / Info Portal


At first start up of program, the program tries
to connect to the Mesonic server.



After initial startup, an interval of 7 days is
set. This can be manually changed in menu
item Parameter / Settings for up to 30 days)



There are 3 types of downloads:


Patch Update


Admin Information


User Information

Favorites


The Favorites are divided into the following 3
categories:



Favorites

(First steps, global and local favorites)


WINLine

(applications, buttons, Help)


Current

(currently used accounts, products, search
function)



The Favorites can be activated or deactivated with
the right mouse button or in the Info Center button
bar.

Favorites


First Steps

important menu items and demos



Global and local favorites

Folders, menu items, macros, hyperlink,
Archive Search, external files

WINLine


Applications

Call up ACC1, ACC2, etc.



Buttons for …

Display and explanation of the buttons in
the currently open window



Help to …

Context help for currently active window or
edit field

Current


Current accounts

Display of currently used account



Current product

Display of current product



Search

Search for AR/AP account, products,
vouchers or in the Archive

WINLine START


Reorg


Data check



Settings


Set up links to external programs


Replace forms


Macros


General settings


Company constants



Current language setting


Audit Level:


0 ... No Audit (only system message)


1 ... No window changes (everything but window
changes)


9 ... Audit All


Buttons

WINLine START


Settings

Create New Company (Closing menu)


Creation of new company


New company number


Adoption of ACC1 Base Info (accounts, FSCs,
etc.)


No automatic adoption of product transaction
data


No automatic adoption of Open Invoices

Closing activities


Yearly Closing


ACC1:


Only OE postings adoption is required, OIs are automatically up
-
to
-
date


ACC2:


Only inventory level/value adoption necessary; vouchers, statistics, scheduling
lines are automatically updated


COST:


No adoption of previous year data is necessary


ASSET:


No adoption of previous year data is necessary


PAYROLL:


As in Version 7.4


only “monthly closing“ is required


the change of fiscal
year is automatically registered (advance payments, tax benefits)

Button Bars


Standard




Company change




Info Center





The following button bars are activated by default when WINLine
is first started:

Button Bars


Archive



Applications



Macro Recorder



Rich Text Format



Tools





The following button bars can be activated in addition:


(Right mouse button or Parameters/Settings)

The Most Important Buttons


OK button

Keyboard: F5




EXIT button

Keyboard: ESC



DISCARD or CANCEL button

Keyboard: F4



DISPLAY button

Keyboard: usually with shortcut ALT + A



Filter button




WINLine
®

Handling



Radio button

Only one selection is possible





Checkbox

More than one option can be
selected at once



WINLine
®

Handling


Listbox

The listbox shows you a list of options



Drop Down Combobox

The drop down combobox is denoted with an Arrow Down
button



Calculation amount field

You can calculate amounts in either local currency 1 or 2 in
all entry fields for amounts.

WINLine
®

Shortcuts



F1

Open online Help


F2

first position of text field


F3

current date, calculator value, remaining amount, short
cuts


SHIFT + F3


total amount without discount


F4

Cancel button


F5 / F12 / SHIFT + RETURN

OK button







WINLine
®

Shortcuts



F6

Next button


F7

Table in window size


F8

Call up prices


F9

Match Code, Date field, Posting notes


F10

Activates the menu bar


SHIFT + F2

Call up calculator





WINLine
®

Shortcuts


ALT + Letter

Hot key for menu item with underlined letter.


Letter

Opens the program item where the letter is underlined.


ALT + TAB

Switch to other WINDOWS programs


STRG + TAB

Change to other windows within the program


+ or


keys

Zoom







Letter








Base Info


The Base Info data record is saved with shortcut
Shift
+ F5

without leaving the window.






Page through the Base Info data records with the


VCR buttons
.




Match Code

2 options:


Open with F9 or double click in the field


Enter search term and start the search with the F9
key (can be overridden with SHIFT + F9)



Search mode starting from left of word or with full
-
text

search


Right Mouse Key


General


Company change (only in CWL START)


Calculator


Printer setup


System Info


Symbol bars (Button bars)


Help


Right Mouse Key


Window


Save window position



Entry field


Cut


Copy


Insert


Short text, Insert calculator value, Insert date


Audit Trail


Right Mouse Key


Table


Save grid settings


Table in window size


Ascending sorting


Descending sorting


Set column


Search in grid column


Print grid

Right Mouse Button


Screen print out


Copy to clipboard


Print page


Save as


Edit form


Page


Enlarge


Printing procedures


You can print in one of four different ways:


to the screen


to a file (spooler)

using the Despooler, you can open the documents
again.


direct to the printer


to an Excel table (balance sheet, EAS, List,...)


Output to Screen


CTRL + PAGE UP

page forward


CTRL + PAGE DOWN

previous page


CTRL + END

last page of document


CTRL + Pos1

first page of document


ESC

closing of screen display














Output to Screen



to first page



page back



cancel, close



next page



to last page



the print out can be sent when a mail client is

installed.



print all pages on standard printer



Click on the magnifying glass to show complete

page.



Transfer or delete result list records to/from a

campaign

Archive


Individual selection of which forms should be archived


Individual definition of keywording


Insertion of external documents


Keywording of external documents


Automatic calling up of archived documents from work flow

Archive


Search Archive Assistant


Storage of archive data


Entry of archive notes


TWAIN interface for scans


Reorganize with re
-
indexing of archive files