This PPT is divided into two parts:Login TypeImportant Settings

Different Types of Login There are six types of LoginClient LoginBranch LoginSub-branch loginRegion loginGroup loginRM\TL login

Client LoginStep 1: Open a client code in back office for it follow the following steps:Login your software Go to Master >> Client Master Open a client code and save it.

Step 2: Go to Utilities>> Web Live Setup>>Auto Update Common User

Select ClientEnter account opening date if you want to update client with in date rangeSelect Database NameTick on this if you want to update PAN no for PasswordStep 3: Following window will open:Click on Proceed. It will update all client and display following messageEnter branch id if you want to update client of a particular branch

After running auto update, go to client master Enter client code and press enter You will get I-net User Id

Branch LoginStep 1: Open a Branch code in back office for it follow the following steps:Open your software Go to Master >> Branch Master Open a branch code and save it.

Select BranchSelect DatabaseEnter branch if you want to update for a particular branch ( in case of client only)Step 2: Go to Utilities>> Web Live Setup>>Auto Update Common User Click on Proceed. It will update all clients and display the following message

After running auto update go to Branch MasterEnter branch code and press enter You will get I-net User Id

Step 1: Open a sub branch code in back office for it follow the following steps:Open your software Go to Master >> Branch Master Open a branch code and save it.Sub-Branch LoginClick on Sub-Branch Add/Edit . Following window will open. Open Sub-branch and save from this option.

Select Sub- BranchSelect DatabaseEnter branch if you want to update for a particular branch (in case client code)Click on Proceed. It will update all sub-branches and display the following message

After running auto update, go to Sub-Branch Add/Edit Enter Branch codeYou will get I-net User IdEnter Branch Sub-Branch code and press enter

Region LoginStep 1: Open a region code in back office for it follow the following steps:Login your software Go to Master >> Region Master Following window will open:Enter Region CodeEnter DescriptionClick on save

Now go to utilities>>System Utilities>> Web Live Setup>>I-Net User Maintenance Enter all details and save.Select user type RegionEnter LocationEnter password 12345 . This is default passwordEnter user descriptionEnter User IdSelect status enabledClick on save. Following message will open ,click on ok

Click on this to get the map code for live, following window will openSelect a row to map the code

Click on okYou will get I-net user id

RM/TL LoginEnter RM/TL code and other detailsClick on save

Select RM/TL Select DatabaseClick on Proceed. It will update all RM/TL records and display the following message Now go to utilities>>System Utilities>> Web Live Setup>>Auto Update Common User

Enter RM/TL codeNow, you get the i-net user id to login live with RM/TL

Group LoginStep 1: Login your software Go to Master >> Client Master Open two client code. Here, Code M and Code R are opened .Here we will make M Code group of RGroup login is slightly different form other logins .For it we have to open two codes. Make a code group of another code. For it follow the following steps:

Now open another code R, fill all details in Profile tab and Account Fixes tab as Enter group client ( For example: enter group M ---- the code you have opened earlierNote: Group client and client code should have same branch

Select Client to update a group . This option is work for both client and group.Enter account opening date if you want to update clients with in date rangeSelect Database NameTick on this if you want to update PAN no for PasswordFollowing window will open:Select branch id, if you wants to update group for a particular branchClick on Proceed. It will update all groups and display following message

Important SettingsContract NoteCheque ImageDownloading FileCompany LogoUploading fileSignature ViewingDisplay Message

For viewing and downloading digital contract note through client login

Setting in Back-office (Capex/Commex/Fxfuture/spot) Masters >> Mail/FTP/Digital/SMS setupFolder structure should be Client-date wise

Setting for Online Create a folder in c:\capexweb asFor capex--- --c:\capexweb\digital\client code\dateFor commex--- --c:\capexweb\digital_com\client code\dateFor currency---- --c:\capexweb\digital_fx\client code\dateFor spot---- --c:\capexweb\digital_spot\client code\dateCopy digital signature in these folders

Note: If back-office software (Capex/Commex/Fxfuture/spot) is installed on web server then follow the above steps .If back-office software (Capex/Commex/Fxfuture/spot) is installed on another computer (other than web server) then map the drive of web server and the computer on which back-office software is installed.

For uploading cheque images through online and viewing image in backofficeIntial Setting (Back office Server)Utilities >> System File Maintenance >> System File Maintenance >>Control AccountsFor Capex10 : Web cheque Image URL path : HTTP://XXX.XXX.XXX.XXX:9999/ CAPEXWEB/CHEQUE/ Web cheque file path : c:\capexweb\cheque\ For Commex: Web cheque Image URL path define : HTTP://XXX.XXX.XXX.XXX:9999/CAPEXWEB/CHEQUE_COMMEX/ Note: XXX.XXX.XXX.XXX:9999 is local ip of your live server with port( i.e 8085/1467)

Intial Setting (Online Server )Login live with admin . Admin >> Preferences . Enter financial cheque Upload File path details as c:\capexweb\cheque\ (for capex) and c:\capexweb\cheque_commex\ (for commex10) and save

Downloading any file from online >> for branches /clients On live >> Admin >> PreferencesDownload File Path ==\capexweb\download\capex\ Download File Path ==\capexweb\download\commex\ Download File Path ==\capexweb\download\fxfuture Create a folder in capexweb folder as ,For cApex---c:\capexweb\ download\capex\branchFor commex ---c:\capexwebdownload\commex\branch For fxfuture ---c:\capexweb\download\fxfuture\branchFor nsdl ---c:\capexweb\download\nsdl\branchFor cdsl ---c:\capexweb\download\cdsl\branch

Uploading any file on online Onlive >> Admin >> Preferences Upload File Path == c:\capexweb\upload\capex\ Upload File Path == c:\capexweb\upload\commex\

Create a folder in c:\capexweb asfor capex--- c:\capexweb\upload\capexfor commex-c:\capexweb\upload\commexfor nsdl ---c:\capexweb\upload\nsdlfor cdsl ---c:\capexweb\upload\cdsl

For setting company logo in Contract note Copy the JPG file of company logo In c:\capexweb folder and rename these files as shilpilogo.jpg

For viewing signatures in DPONLINE in client profile On live serverCreate a folder named signature in capexweb folder (as c:\capexweb\signature)Copy all the .tif files in this folder We use tconvert.exe to convert .tif format to .gif format , To convert .tif format into .gif format follow the steps as shown in the image

For viewing signatures in CDSLONLINE in client profile On live server Create a folder signature_cdsl in capexweb folder (as c:\capexweb\signature_cdsl)Copy all the .bmp files in this folder

To display any message Put file with .msg extension in c:\capexweb\message\common folder

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