Workshop Tools

1. Workshop Tools

2. 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

3. 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“

4. 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))

5. User • User types • WINLine user • WINLine user + CRM user • CRM user • CRM user • CRM Go user • WEB user

6. 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

7. 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 ****

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. 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

22. Mail Center • Generation and management of emails • Generation and management of form letters/faxes • Record of which user sent which email • Send individual emails • Texts can be edited individually in the preview • Texts can be individually archived • Emails can be sent in batches of 50 • Integration with CRM – trigger of workflows, action steps

23. 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

24. 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.

25. 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.)

26. 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

27. 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

28. 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

29. 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

30. 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

31. 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

32. 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