WINLine WINLine

Installation/Administration Installation/Administration Workshop Workshop

AgendaAgenda

• 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 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 PlatformsWINLine 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 WINLineInstallation 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)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)WINLine 8.1 Setup (2)

• Optional installation of MSDE

WINLine 8.1 Setup (3)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 Installation of WINLine in a NetworkNetwork

• 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 Installation of WINLine in a NetworkNetwork

.MESO Files.MESO Files

• MESOREPO?.MESO (original forms)• MESOFORM?.MESO (modified forms)• MESODISP?.MESO (menus, windows)• MESOTABLES.MESO (repository)

UpsizingUpsizing

• 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 -> 8.0Technical 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 WINLine Company Data Storage 8.1 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 AdoptionPrevious 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 ADMINWINLine 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 ModelMESONIC Security Model

Companies

Programs

Menus/Fields

Data records

Function audit

Variable audit

Authorization for Authorization for Company/ProgramsCompany/Programs

• Defined in the User Setup• Can be set up per user

WINLine ADMIN/CTKWINLine 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 lockingData record locking

• Defined for user groups• Authorization can be assigned per data record• Effect: data record is displayed with *

General Features: WINLineGeneral 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 PortalPatch 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

FavoritesFavorites

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.

FavoritesFavorites

• First Stepsimportant menu items and demos

• Global and local favoritesFolders, menu items, macros, hyperlink, Archive Search, external files

WINLineWINLine

• ApplicationsCall 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

CurrentCurrent

• Current accountsDisplay of currently used account

• Current productDisplay of current product

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

WINLine STARTWINLine 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 WINLine START – Settings

Create New Company (Closing Create New Company (Closing menu)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 ClosingClosing 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 BarsButton Bars

• Standard

• Company change

• Info Center

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

Button BarsButton 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 ButtonsThe Most Important Buttons

• OK button Keyboard: F5

• EXIT buttonKeyboard: ESC

• DISCARD or CANCEL buttonKeyboard: F4

• DISPLAY buttonKeyboard: usually with shortcut ALT + A

• Filter button

WINLineWINLine®® Handling Handling

• Radio buttonOnly one selection is possible

• CheckboxMore than one option can be selected at once

WINLineWINLine®® Handling Handling

• ListboxThe listbox shows you a list of options

• Drop Down ComboboxThe drop down combobox is denoted with an Arrow Down button

• Calculation amount fieldYou can calculate amounts in either local currency 1 or 2 in all entry fields for amounts.

WINLineWINLine®® Shortcuts Shortcuts

• F1 Open online Help

• F2first position of text field

• F3current date, calculator value, remaining amount, short cuts

• SHIFT + F3 total amount without discount

• F4Cancel button

• F5 / F12 / SHIFT + RETURNOK button

WINLineWINLine®® Shortcuts Shortcuts

• F6Next button

• F7Table in window size

• F8Call up prices

• F9Match Code, Date field, Posting notes

• F10Activates the menu bar

• SHIFT + F2Call up calculator

WINLineWINLine®® Shortcuts Shortcuts

• ALT + LetterHot key for menu item with underlined letter.

• LetterOpens the program item where the letter is underlined.

• ALT + TABSwitch to other WINDOWS programs

• STRG + TABChange to other windows within the program

• + or – keysZoom

Letter

Base InfoBase 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 KeyRight Mouse Key

• Window• Save window position

• Entry field• Cut • Copy• Insert• Short text, Insert calculator value, Insert date• Audit Trail

Right Mouse KeyRight Mouse Key

• Table• Save grid settings• Table in window size• Ascending sorting• Descending sorting• Set column• Search in grid column• Print grid

Right Mouse ButtonRight Mouse Button

• Screen print out• Copy to clipboard• Print page• Save as• Edit form• Page• Enlarge

Printing proceduresPrinting 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 ScreenOutput to Screen

• CTRL + PAGE UPpage forward

• CTRL + PAGE DOWNprevious page

• CTRL + ENDlast page of document

• CTRL + Pos1first page of document

• ESCclosing of screen display

Output to ScreenOutput 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

ArchiveArchive

• 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

ArchiveArchive

• Search Archive Assistant• Storage of archive data• Entry of archive notes• TWAIN interface for scans• Reorganize with re-indexing of archive files