This PPT is divided into two parts: Login Type Important Settings

Different Types of Login

There are six types of Login Client Login Branch Login Sub-branch login Region login Group login RM\TL login

Client Login

Step 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 Client

Enter account opening date if you want to update client with in date range

Select Database Name

Tick on this if you want to update PAN no for Password

Step 3: Following window will open:

Click on Proceed. It will update all client and display following message

Enter 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 Login Step 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 Branch

Select Database

Enter 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 Master

Enter 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 Login

Click on Sub-Branch Add/Edit . Following window will open. Open Sub-branch and save from this option.

Select Sub- Branch

Select Database

Enter 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 code

You will get I-net User Id

Enter Branch Sub-Branch code and press enter

Region Login

Step 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 Code

Enter Description

Click on save

Now go to utilities>>System Utilities>> Web Live Setup>>I-Net User Maintenance Enter all details and save.

Select user type Region

Enter Location

Enter password ‘12345’ . This is default password

Enter user description

Enter User Id

Select status enabled

Click on save. Following message will open ,click on ok

Click on this to get the map code for live, following window will open

Select a row to map the code

Click on ok

You will get I-net user id

RM/TL Login

Enter RM/TL code and other details

Click on save

Select RM/TL

Select Database

Click 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 code

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

Group Login

Step 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 R

Group 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 earlier

Note: 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 range

Select Database Name

Tick on this if you want to update PAN no for Password

Following window will open:

Select branch id, if you wants to update group for a particular branch

Click on Proceed. It will update all groups and display following message

Important Settings Contract Note Cheque Image Downloading File Company Logo Uploading file Signature Viewing Display Message

For viewing and downloading digital contract note through client login

Setting in Back-office (Capex/Commex/Fxfuture/spot)

Masters >> Mail/FTP/Digital/SMS setup Folder structure should be Client-date wise

Setting for Online Create a folder in c:\capexweb as

For capex--- --c:\capexweb\digital\client code\date

For commex--- --c:\capexweb\digital_com\client code\date

For currency---- --c:\capexweb\digital_fx\client code\date

For spot---- --c:\capexweb\digital_spot\client code\date

Copy digital signature in these folders

Note: 1. If back-office software (Capex/Commex/Fxfuture/spot) is installed on web server then follow

the above steps .2. 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 backoffice

Intial Setting (Back office Server) Utilities >> System File Maintenance >>

System File Maintenance >>Control Accounts

For 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 >> Preferences Download 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\branch For commex ---c:\capexwebdownload\commex\branch For fxfuture ---c:\capexweb\download\fxfuture\branch For nsdl ---c:\capexweb\download\nsdl\branch For 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 as for capex--- c:\capexweb\upload\capex for commex-c:\capexweb\upload\commex for nsdl ---c:\capexweb\upload\nsdl for 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 server Create 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