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