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