April 2008 Workshop Tools

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 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 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 Settings  Create New Company  Data Check  Reorganization  Quick Conversion Assistant  Additional Fields  Properties  Macro Recorder  Action Server  Cockpit  Mail Center  Dictionary  Meso 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 data  Only administrators (super users) can open menu item  Manual 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 Cockpit  Macros can be started from a form -> Drill Down element in form  Macros 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 workstations  Separate service (tray) for processing  Protocol with drill down link to report  License 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 s  Generation and management of form letters/faxes  Record of which user sent which  Send individual s  Texts can be edited individually in the preview  Texts can be individually archived  s 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-Scripting  Scripts 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  client type Outlook MAPIi SMTP  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 reports  Reports can be output as grids, to screen or printer.  Reports can be inserted into the Cockpit  User “Favorites“ lists can be set up  Formulas from Mesocalc are available  Reports 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., scans  Replacement 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 Design  Modifications 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