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1. eBusiness Solutions PBS Data Dictionary ACuODBC and AcuODBC Server Installation and Configuration Guide Passport Business Solutions Version 11 x August 2007 Pass ort Sh Soluti HTS siness Solutions Passport Software Inc PBS Data Dictionary AcuODBC and AcuODBC Server Installation and Configuration Guide for Passport Business Solutions Passport Software Inc 3801 West Lake Avenue Suite 301 Glenview IL 60026 847 729 7900 http www pass port com PROPRIETARY RIGHTS NOTICE No part of this material may be reproduced or transmitted in any form or by any means electronic mechanical or otherwise including photocopying and recording or in connection with any information storage or retrieval system without the permission in writing from Passport Software Inc Passport Software Inc PSI has taken reasonable preventive measures to ensure the accuracy of the information contained in this manual However PSI makes no warranties or representations with respect to the information contained herein and shall not be liable for damages resulting from any errors or omissions herein or from the use of the information contained in this manual Trademark Acknowledgements Portions copyright 1988 2007 Acucorp Inc All rights reserved ACU COBOL and AcuODBC are trademarks of AcuCorp Inc Passport Business Solutions and the PBS Manufacturing Series are trademarks of Passport So
2. Left Click on Add You will be prompted to select a driver that you want to use for a data source Select the AcuODBC driver This is the driver that will be used to access Passport Business Solutions data Double Left Click on ACUODBC Click on Finish The AcuODBC Configuration dialog will be displayed In the Data Source Name field type in the name you want to give to this data source This name may be anything your want but should be representative of the data you intend to access If you are using only one company in PBS you could type PBS in this field If you are using multiple companies you might type in something like PBS 00 or Accounting Data Company XYZ in this field Next in the XFD Directory field enter the directory or folder that contains your PBS Data Dictionary XFD files For example using the Browse button to select the appropriate folder In our case the folder is C PBS odbc odbc00 Click on the directory location such as C PBS odbc odbc00 folder The path to the XFD directory CANNOT contain spaces There are two options to solve this 1 You may use a DOS contraction of the name For example Program files which will not work can be substituted with progra 1 which will work 2 The other option is to move the PBS installation to another directory where there is no space in the path The browse window will look similar to the one displayed below Browse for Folder 2 x Data Dictionary Direc
3. m Dependencies Add Delete OK Cancel Enter the port number For Port choose a port number that will be used by client machines to access the ODBC server This example is 20222 Check with your system administrator for port availability and usage on your particular system Here is a note for the system administrator The AcuODBC daemon can work with privileged port numbers from 0 to 1023 and with non privileged port numbers 1024 and higher up to 32767 Setup note The ACUODBCS_PORT number must be specified in both the server configuration file and on the AcuODBC Server tab on the AcuODBC Configuration property sheet on the client The values of both variables must match If you change the value in one location you must also change it in the other Passport Software Inc 29 ODBC Installation and Configuration Guide iness Solutions Enter or browse to the configuration file location In our example we are using C PBS etc AcuAccess Entering an Error file location is optional If you do you must manually create an error text file Give it any name you like The Services tab will look something like this Service Properties xj Port 20222 Configuration file ESPB S etc odbes cig Error file Browse Trace level 4 I List configuration variable settings Add Delete m Dependencies OK Cancel Click OK Step 4 Start the Service Click on the entry t
4. ODBC Installation and Configuration Guide Inventory Cost Categories Control File Inventory History Item Comments Item Master File Item Type Code Lot Serial Number History Material Usage Variance On hand Detail Physical Count Records Purchase Order Line Items Period Quantity Sold History Product Category Shop Order Comments Shop Orders Shop Order Material Records Warehouse Code Manufacturing Job Costing Costing Barcode Work File Employee Labor Mfg Employee File Estimate Details Estimate Header Estimate Lines Job Billings Job Master Labor Batch Import File Labor Import Control File Labor Exception Code Control File Misc Cost Codes Alternate Operations Shop Order Labor Shop Order Misc Costs Shop Order Misc Costs Detail Master Scheduling amp MRP Branch Warehouse Factors Forecast Periods Firm Planned Orders Planning Group Items Sg Passport Business Solutions NE S77 im_iacwhs00 xfd im_icscat00 xfd im_imctlfO0 xfd im_invhisOO xfd im_itmcom00 xfd im_itmfil0O xfd im_itmtyp00 xfd im_IsnhisOO xfd im_muvhisOO xfd im_ohidet00 xfd im_phycnt00 xfd im_politm00 xfd im_pqshisOO xfd im_prdcat00 xfd im_socomt00 xfd im_sofil00 xfd im_somatlOO xfd im_whscod00 xfd mj_empbar00 xfd mj_emplab00 xfd mj_empsbs xfd mj_estdet00 xfd mj_esthdr00 xfd mj_estlinOO xfd mj_jobbil00 xfd mj_jobmst00 xfd mj_labimp00 xfd mj_lbactl00 xfd mj_lbxcod00 xfd mj_mjctlf00 xfd mj_mscccd00 xfd mj_
5. Passport Software Inc 45 ODBC Installation and Configuration Guide wee Passmore Bysiness Solutions Appendix 1 Data Security and Limiting Access to PBS Data There may be situations where you do not want all your ODBC users to have access to sensitive data such as Payroll or General Ledger information The normal install of the data dictionary files puts them in PBS ODBC ODBC00 directory If you run the multi company ODBC utility they could be in other ODBCxx directories as well There are several ways to fix this Here are a few suggestions e Remove the data dictionaries that access the sensitive data from the ODBC00 or other companies directory For example if you do not want users to access General Ledger gl_xxxxxx00 xfd or Payroll pr_xxxxxx00 xfd files then remove the data dictionaries from the ODBC00 directory If you have a user that needs access to these files you could install the data dictionaries on the user s local drive When you configure their workstation use the local data dictionaries and not the data dictionaries on the server However this would not be a good solution if the user s drive is shared because the data dictionaries could then be configured and accessed by another user e Separate the data dictionaries that access sensitive data and put them in a different server directory that is protected For example you could create a directory called ODBCOOPR and place the Payroll data dictionary fil
6. The first Window is Setup for Version 6 2 0 Select Next 3 The next Window is Version 6 2 0 installation Select Next 4 The next window asks you to Choose Destination Location Use the default location provided Select Next If you have previously installed a Version 6 2 AcuCOBOL GT product to this same default directory then it will ask you if you want to over write It is OK to over write because you are installing a different product 5 Then you are on the Select Products window Click the box next to AcuODBC Server Do not selection anything else Passport Software Inc 27 ODBC Installation and Configuration Guide _ogePassport Business Solutions SS i aa S Select Next 6 Next the Installation Settings window displays It warns you that you need a license product code and keys in order to install a working product Select Yes 7 You will come to the Activator Wizard Screen that asks you to enter the Product Code and Keys Enter them now but do not use any spaces Triple check your data entry after entering the Code and Key Select Finish Navigate using Windows explore to the CD ROM drive 9 You may have to manually install the etc directory from the AcuCorp CD ROM To do this open Windows Explore and navigate the CD ROM Copy the etc directory to the C Acucorp Acucbl620 AcuGT directory Remove the Read only status on all the files in the etc directory a Step 2 AcuAccess file installation The AcuAc
7. AcuODBC Configuration PBSOO DSN x File Alias Multicompany AcuServer General Advanced Vision Tracing Acu0DBC Server m Usage C Local SQL Processing Remote SOL Processing Acu0DBC Server Location C Host Name IP Address 192 168 50 120 Port Number 20222 NT Security None X Cancel Help That completes the data entry Click on OK to create your Windows DSN If your server is installed and configured for ODBC then you are ready to access PBS data files Test the AcuODBC Server Client Installation Once you have installed and configured both the server and the client you are now ready to access your PBS data from your Windows ODBC client To test this use your ODBC compliant program of choice such as Access Excel Crystal Reports etc If you use Excel to access PBS via ODBC you must have Microsoft Query installed The default install of Office 2000 and possibly other versions of office do not include Query Passport Software Inc 44 ODBC Installation and Configuration Guide siness Solutions Where to go from here These instructions only cover the basics of getting the ODBC Server up and running For more information on using ODBC in your external applications like Access and Excel refer to the documentation provided with the application study one of the many documents available for the application or get some training from a local provider
8. Information The product code and keys for AcuODBC is different than the code and keys for ACcuODBC Server 1 Mount the installation CD ROM in the CD ROM drive using the appropriate mount command for your operating system On some systems the CD ROM may auto mount 2 Change to the mount directory and type install Passport Software Inc 36 ODBC Installation and Configuration Guide Passport Business Solutions ee LEE a N gt y 3 A platform list displayed It will look something like the following 1 AIX 4 1 2 AIX 4 3 2 32 bit PowerPC 3 AIX 5 2L 32 bit PowerPC 4 AIX 5 2L 64 bit PowerPC 5 HP UX 10 20 6 HP UX 11 0 32 bit 7 HP UX 11 0 64 bit 8 HP UX 11 22 32 bit IA 64 9 HP UX 11 22 64 bit IA 64 10 HP UX 11i 32 bit 11 HP UX 11i 64 bit 12 Linux glibc 2 0 Intel x86 13 Linux glibc 2 1 Intel x86 14 Linux glibc 2 2 IA 64 15 Linux glibc 2 2 Intel x86 16 Linux glibc 2 2 S 390 17 Linux glibc 2 2 iSeries Press Enter for the second half of the list Your selection gt If you do not see your operating system listed above press Enter to view the second half of the list Your selection gt Pleas nter the number corresponding to your platform 18 Linux glibc 2 3 Intel x86 19 SCO UNIX OpenServer 5 0 0 ELF 20 SCO UNIX OpenServer 5 0 4 ELF 21 SCO UNIX OpenServer 5 0 5 ELF 22 SCO UNIX OpenServer 5 0 6 ELF 23 SCO UNIX
9. OpenServer 5 0 7 ELF ODS 24 SCO UnixWare 7 0 ELF 25 SCO UnixWare 7 1 ELF 26 Solaris 7 0 SPARC 32 bit 27 Solaris 7 0 SPARC 64 bit 28 Solaris 8 0 Intel x86 29 Solaris 8 0 SPARC 32 bit 30 Solaris 8 0 SPARC 64 bit 31 Solaris 9 0 SPARC 32 bit 32 Solaris 9 0 SPARC 64 bit 33 UNIX SVR4v3 MP RAS 3 x Press Enter for the first half of the list The platforms that are supported in PBS are bolded Enter the number corresponding to your operating system platform 4 When prompted specify an installation directory Press Enter to accept the default directory usr acucobol6x or type the name of an alternate directory at the prompt If you have previously installed Acucorp products do not select the directory where your products are currently stored or you may overwrite the previous version You will not overwrite files and programs if you have Thin client or PBS installed because everything for these products are installed under to top level PBS directory Passport Software Inc 37 ODBC Installation and Configuration Guide i g Passport Business Solutions iiss aE Aas N Se gt Ar If the directory you select does not already exist the installation program creates a new directory for you 5 Next the following will display Now we will determine which products to install Answer Y for each product you wish to install You will be asked later for the license code and key for each product you select
10. Server Installation and Configuration The person who installs and configures the server should have a good grasp of UNIX Linux system administration Pre Installation Information Before beginning you must have the following e The CD ROM labeled PBS Data Dictionary You must use the Version 6 2 PBS Data Dictionary because date fields have a particular formatting requirement when being accessed by the Version 6 2 AcuODBC If you do not have a PBS Data Dictionary for Version 6 2 contact PSI support The AcuCorp extend 6 CD ROM labeled Version 6 2 0 1 for Microsoft Windows 98 ME 2000 2003 NT and XP for the installation of the AcuODBC Client e The Acucorp extend 6 AcuODBC Server Version 6 2 product CD This is labeled Version 6 2 0 1 for UNIX Platforms e You will need a set of product code and keys for both the client and the server These are on a piece of paper labeled Important Licensing Information Also note the following e Insure that the versions of your AcuaODBC CD ROM and your AcuODBC Server CD ROM versions match e Verify that you have a consistent network connection between your Windows clients and your Unix Linux server Install the Acucorp ODBC Server software Install the AcuODBC Server software using the Acucorp Product CD for Unix Linux You must have the ODBC Server product code and keys to complete this installation and this can be found on the piece of paper titled Important Licensing
11. Software Inc 12 ODBC Installation and Configuration Guide SS j pe gm Business Solutions a or any combination of these three kinds of characters Some alphanumeric fields can only have uppercase characters and some can have both upper and lower case Integer fields may contain only whole numbers They may not contain letters special symbols or fractional numbers Decimal fields may contain whole numbers and fractional numbers expressed in decimal notation Date fields contain only dates Open DataBase Connectivity ODBC This is a data access standard developed by Microsoft This standard allows data to be exchanged between database systems that use incompatible data access methods This is the standard used by AcuODBC to make Passport Business Solutions data available to ODBC enabled applications such as Excel Access or Crystal Reports Record Records are comprised of one or more related fields For example an employee record might contain a first name and a last name field It might also contain a social security number field and a marital status field Row This term is used when referring to relational databases A row can be considered the same as a record as defined above Table This term is used when referring to relational databases A table can be considered the same as a file as defined above XFD This is an abbreviation for external file definition and it is an extension for a file type u
12. add a company in Passport Business Solutions you can run the Multi Company Utility again The following example creates a PBS data dictionary for company TH To create a data dictionary XFD file set open a command prompt and do the following Go to the top level PBS directory and do the following Type adodbc Enter an administrative user ID and if needed a password You will see the following screen Passport Software Inc 16 ODBC Installation and Configuration Guide Business Solutions fd If you want to create a data dictionary for each of the companies installed with Passport Business Solutions select the lt Enter gt key The utility will close when it is finished In this case you are only going to create a data dictionary XFD file set for Company TH Type N You will see the following screen Passport Software Inc 17 ODBC Installation and Configuration Guide Business Solutions Type lt Enters gt The utility will copy the data dictionary XFD files from the directory ODBC00 to ODBCTH It will also rename and alter the data in each XFD file so that it will access the company TH data files If there are other companies you can continue with the installation Once you are finished you can click on the x If the utility does not find any additional Passport Business Solutions companies you will see the following screen Passport Software Inc 18 ODBC Installation and Con
13. may not know what to enter for the client configuration until the server is fully installed The following instructions will work for an AcuODBC Version 6 2 Windows single user or client installation 0 Insert the ACUCOBOL GT CD ROM labeled Version 6 2 0 1 for Microsoft Windows 98 SE 2000 2003 NT and XP into your computer s CD ROM drive 1 The Setup for Version 6 2 screen will display Click on Next 2 The Version 6 2 installation screen will display Click on Next 3 The Choose Destination Location screen will display Either use the default location or Browse to another location and click Next 4 The Select Products screen will display Click on the box next to AcuODBC R There are 2 columns of selections and it is in the middle of the left side Then click on Next 5 The nstallation Settings window will display Click on Next The setup will copy the AcuODBC R components into the directory location Passport Software Inc 14 ODBC Installation and Configuration Guide Gt fde __agePassport Business Solutions SSS n 6 The Update Redistributable ODBC files screen displays Select Yes 7 The Activator Wizard 6 2 will display Enter the Product Code and then enter the Product Key without spaces Double check the code and key to verify that it is entered properly and click on Finish A message will display that indicates that the installation is complete 8 A Complete screen will display You may be
14. Linux Server Installation and Configuration ccccssccssessecececeeeeeeeeeeeeeeeeeeeeeeereeeeeeeentees 36 Pre Trista llation INfOVIM Gti On cates sv cevans ox vases estaseis sie enaa ed vod vag sa oe tuoi ends sevens p ERE REEE Ea kaes sdguoneheebaiorsaeenen 36 Install the Acucorp ODBC Server software cccccccccecscecccesetsess sees ceeseeestesecesecesecuseesssesecaecaesaecaeeaeeeeeeeeeseenseens 36 Install the PBS ODBC Script cccccccccccececeseesceesceeseeesceseceseceaeceaecaaecasecseeeseeeseseseeesesssesesesesaesaeseeeeeeneeeeeeseeeseens 39 Configure the Acucorp ODBC Server SOftWAr eC c cccccccccecceeceesseesceeseeesseseeesteeseeseeseceseseaeceaecaesceeaeeeaeeeeeeeeeseens 39 Install the PBS Data Dictionary XFD files for UNIX or Linux ccccccccccccsecsseecseeseeesseeeseseeeeceecusecuaeceaeenseeneeeaseens 40 Create a DSN on the UNIX Linux Server ic ccccccccceccccsceesceseceeceseescesececseeeseseseeesesseesesesesesecuesesseeaeseaeeeaeeeeeeseenseens 40 Start the ODBC Server isisisi e arine na E is eneen EErEE r S EERS ipa ai ese onres E eise Errare 42 Configure the AcuODBC Client for a Connection to the Server s essesssssessessesersresetsesseeresseserssessrsersrenessesressee 42 Test the AcuODBC Server Client Installation ccccescesecsseeseceeeeseeeseeeseeeceeeceseeesecaeceaecaecaecaeecaeesseseseseneearenas 44 Where to go from Mere ccccccccccccececsseesseesceeseeeeeesecesecsecsaecscecseecseeeseecseeesseseeesesseeseeese
15. asked to restart the computer now or later If you do you will need to restart the computer for the AcuODBC to function properly 9 You are then asked if you want to install the documentation set Select No for this The documentation is available on the CD ROM and you can access it there In most cases you do not need it 10 To verify that the AcuODBC is installed on your computer workstation select Start gt Settings gt Control panel On Windows 2000 Windows XP Pro and Windows Vista select Administrative Tools gt Data sources ODBC Select the Drivers tab The AcuODBC Driver Version 6 02 01 xxx should be installed On Windows 98 SE look for the ODBC Data Sources under Control Panel and then select at the Drivers tab to view the driver version 6 02 00 xxxx Installing the PBS Data Dictionary for Windows PBS Data Dictionary CD ROM The PBS Data Dictionary installation provides an XFD file External File Definition for each data file you will have access to using AcuODBC with Passport Business Solutions XFD is the extension for each file All of these XFD files will be installed in the odbc odbc00 directory folder under your PBS top level directory folder There are two Windows installations provided on the CD ROM One is for the PBS financial and distribution files The other is for the manufacturing files The installation of the PBS data dictionary for UNIX and Linux is covered in the AcuODBC for UNIX Linux Serve
16. c00 Double quotes are not needed for the Data directory path if there are spaces When finished close this window and save what you have entered Click OK Step 6 Install and Configure the AcuODBC Client for Windows Skip to the section below called Configure the ODBC Client for a Connection to the Server for the steps Security Considerations Be aware that in the installation instructions above the server was setup to allow access to all users Thus if someone knows how to set up the client DSN for your data sources and they know the DSN name they will be able to access the data files Passport Software Inc 33 ODBC Installation and Configuration Guide On the AcuODBC Server Access tab you may setup limit access to the ODBC Server You must first open the AcuAccess file before you can setup Server access This is the screen that lists user accesses amp cuODBC Server lt same as client gt Modify To enter a access for a new user Click New You will see a screen like the following Access User Passport Software Inc 34 ODBC Installation and Configuration Guide iness Solutions Please refer to the AcuCorp ODBC Server documentation for instructions on setting up and using this feature Passport Software Inc 35 ODBC Installation and Configuration Guide wee Passport Business Solutions AcuODBC for UNIX Linux
17. cess file is needed for entering an ODBC Server security configuration DSN configuration and starting the ODBC service There is a zip file on the PBS Data Dictionary CD ROM called AcuAccess etc zip Following the install of AcuODBC Server for Windows please unzip this file into the top level PBS directory It will create a directory called etc with several files in the directory The zip file components include the following o AcuAccess dat o AcuAccess vix o odbcs cfg You will need to setup the path to the AcuAccess file in the odbcs cfg file Based on the directions above you just installed under the top level PBS directory You must enter the path to the etc directory The default location provided is C PBS etc AcuAccess The setup of the AcuAccess file is explained in the next section Perform steps 3 5 on your server using the ODBC Server Control Panel To run this select the following Start gt Programs gt Acucorp 6 2 0 gt AcuODBC gt AcuODBC Server gt AcuODBC Server Control Panel Passport Software Inc 28 ODBC Installation and Configuration Guide a s PassportBusiness Solutions Step 3 Configure your DSN To configure the DSN do the following steps First left click Services Tab Then click New The following screen will display x Port tc Configuration file ce rr ts C SS Browse Error file Do O Browse Trace level fo T List configuration variable settings
18. ctionary file name Alternate Item File ps_aliitm00 xfd Credit Card File ps_ccrdfi00 xfd Contract Pricing File ps_centrpc00 xfd Customer Restrictions File ps_crdhld00 xfd Drawer File ps_drwfil00 xfd Layaway Line Comments File ps_lwycmt00 xfd Layaway Header File ps_lwyhdr00 xfd Layaway Line File ps_lwylin00 xfd Layaway Payments File ps_lwypay00 xfd Layaway Tracking File ps_lwytrk00 xfd Override File ps_ovrrid00 xfd Transaction Line Comments File ps_poscmt00 xfd Transaction Header File ps_poshdr00 xfd Transaction Line File ps_poslin00 xfd Transaction Payment File ps_pospay00 xfd Sales Summary File ps_possum00 xfd Services File ps_possvc00 xfd Pay out File ps_potfil00 xfd Payment Codes File ps_pscods00 xfd Control File ps_psctlf00 xfd POS Ship to File ps_psship00 xfd Serial Transaction File ps_pstkxf00 xfd Posted Payments File ps_pstpay00 xfd Register File ps_regifi00 xfd Comments History File ps_shscmt00 xfd Header History File ps_shshdr00 xfd Line History File ps_shslin00 xfd Payment History File ps_shspay00 xfd Serial History File ps_shsser00 xfd Special Sale Prices ps_spcsal00 xfd Store File ps_storfi00 xfd User File ps_userfi00 xfd common to all companies PBS Common Files RW File name Dictionary file name Multi company File rw_mltcmp xfd Passport Software Inc 7 ODBC Installation and Configuration Guide pE p eet Business Solutions Manufacturing Files The following is a data dictionary list for the PBS Manufacturing Ser
19. data tables This will allow you to work with a localized data set while you are running queries but the disadvantage here is that you will have to re import your data every time you wish to work with it Improve your network performance by upgrading your network hardware such as switched hubs gigabit Ethernet and faster workstation computers This option provides a limited increase in bandwidth which should help performance and speed Install the AcuODBC Server software on your Passport Business Solutions server With AcuODBC server all queries and transactions take place on the server processor instead of the local machine which improves performance significantly This third option will provide the most performance gain allowing your server to handle all ODBC requests on the server side while still accessing your data when on your workstation computer Passport Software Inc 48 ODBC Installation and Configuration Guide
20. dding paths to PBS data directories After you have selected and added a path you can double click on the path that was added in this case the one with APOO to again display the path in the data dictionary field You then modify this path to access Accounts Receivable by replacing the AP with AR in the path Then Click on the Add button and the path to AR will also display in the box below Per our example do the same for adding GL General Ledger When you are finished the following screen will display Passport Software Inc 25 ODBC Installation and Configuration Guide _ 5 siness Solutions AcuODBC Configuration PBS 00 d x File Alias Multicompany AcuServer General Advanced Vision Tracing AcuODBC Server Data Source Name pps 00 FD Directory Bone C A PBS odbe odbc 00 Add Heals Delete Move Down Data Directory Browse C PBS A4P00 C PBS AROO Add Movee Delete Move Down Data File Extension Cancel Help When you are finished then click OK and then click OK to close the ODBC Data Source Administrator You can now close the Control Panel as well You must do the same steps for each PBS Company where you require access via ODBC This completes the setup of your AcuODBC DNS You will now be able to gain access to your Passport Business Solutions data for A P A R and G L using ODBC enabled applications ODBC enabl
21. ecesecaecaaecaeecaeceaeeeeeeeeeeereeas 16 4 ACUODBC Product Configuration ccscsscsssssssssssscsssssssssssessssssssessesssesssessesesenessscsssessecssssscsssesscesecsseesses 20 Setup Example iine n sc ceesed cues Eee e E aa E e ea aee Ee E E each E NEEE E E E Eea 20 5 Server Client Installation and Configuration e sesssesssescoesessseossesssecsoecsoesooesoeeseeesessesssesscessoessoesoosssesssesssessesseoe 27 ACUODBC Server for WindOWS cccccccccssetsstessotscccecesecsensssessetesbeasencsussostsstexiaasseessedsebescunseeencedetsenicosstessedssbeacenses 27 Pr Installation Information cod sce eth bcs anv orao E us Ward ab ds bilan dan taevan 27 Step 1 Install ACuODBC Server for Windows ccsccssesssssecsseseeseteeecucesecscesseeaecaeesecaeeeenseeeeeaeesesaecaeeeeeaeeneegs 27 Step 2s ACUACCESS file nstallati ot wsccis exits asc chthe coheute ceglSey vlads adei obs Mav ade denne BY d candela say deesvedsds 28 Step 3 COnfi gure vOUr DSN sls c g cs Seen dy bihnas Beda t8 abla senda EE AES ASIE lagers E EAE EASO E AEA 29 Step 4 Start the SEV Ceinion entet en EA aghast inde te abst wR hang teaeaa tv bad iowa eee 30 Sep 5 Configure the Data SOUPCE Tiririt asirios ch a Ryd ase EAE EA Dated Suet laa besa 32 Step 6 Install and Configure the ACUODBC Client for Windows 33 Security Considerations srs costed Seiavtnasetite Lets can abks Mp cten Senda ed AEE age E EA Studs aA caste leans dewvelsds 33 AcuODBC for UNIX
22. ed If you do not have these codes and keys the product will not execute so you should only install products for which you have a license code and key Available products are ACUCOBOL GT Development System ACUCOBOL GT Runtime AcuServer AcuConnect Acu4GL for Informix Acu4GL for Oracle Acu4GL for Sybase Acu4GL for DB2 AcuSQL Precompiler AcuSQL Runtime AcuODBC Server You are asked a series of Do you want to install questions Answer Y to only the question Do you want to install AcuODBC Server and select N to not install the other options The AcuODBC Server question is last The installer then checks for product dependencies and automatically extracts all the files required to run the product selected The following message will display Installation to usr acucobol62 has completed successfully 6 When prompted enter Y to confirm that the port and operating system are compatible 7 Then enter the product code and key for the AcuODBC Server product you ve installed The screen displays something like this Activating license for AcuODBC Server Enter the product code Enter the product key Enter the code and keys without any spaces Verify the product code and key after entry Press Enter after each prompt 8 Then a message like the following will display Select the Enter key Creating bin acuodbcs alc Done If you Enter N you will have to run the Activator exec
23. ed applications use different setup routines and configuration parameters Setting up your ODBC enabled applications is beyond the scope of this document Refer to the user manual or on line help for information about how your specific ODBC enabled application makes use of the Windows ODBC standard to access external data Passport Software Inc 26 ODBC Installation and Configuration Guide 1 e aeS Business Solutions SSS J 5 Z e 5 Server Client Installation and Configuration AcuODBC Server for Windows Pre Installation Information Before beginning you must have the following The CD ROM labeled PBS Data Dictionary You must use the Version 6 2 Data dictionary because date fields have a particular formatting requirement when being accessed by the Version 6 2 AcuODBC If you do not have a PBS Data Dictionary for Version 6 2 contact PSI support The AcuCorp extend 6 Version 6 2 0 1 CD ROM for Microsoft Windows 98 ME Windows 2000 Windows 2003 Windows NT and Windows XP for the installation of the AcuODBC Client and AcuODBC Server You will need a set of product code and keys for both the client and the server These can be found on the piece of paper titled Important Licensing Information Step 1 Install AcuODBC Server for Windows Install the AcuODBC Server software on your server You can use the following steps or you can follow the documentation supplied by Acucorp 1 The AcuCorp CD should auto start 2
24. efix Directory 114 cln ACH am E APobj E sroo E E sroo 102406 9 AROO recent AROO sav ARobj E croo 9 cRobj DDP x j tlt t GO ce Left Click OK The AcuODBC Configuration window will again be displayed and will look like the following AcuODBC Configuration PBS 00 File Alias Multicompany AcuServer General Advanced Vision Tracing AcuODBC Server Data Source Name FD Directory Bone C PBSSodbec odbc00 Add PEA Up Delete Moye Down Data Directory CAPBS APo0 Browse Add MovqBrowse loc Move Down Data File Extension OK Cancel Help Left Click Add Adding will move the path into the larger field just below the XFD Directory as seen below Passport Software Inc 24 ODBC Installation and Configuration Guide iness Solutions AcuODBC Configuration PBS 00 x File Alias Multicompany AcuServer General Advanced Vision Tracing AcuODBCServer DataSource Name pps o0 FD Directory EEFE C PBS odbe odbc00 Add al Delete Move Down Data Directory Browse TA Delete Move Bown Data File Extension OK Cancel Help You must do the same browse step for all the PBS modules that you want to have ODBC access TIP Here is a shortcut for a
25. elative files that you want to access via ODBC Database A database loosely speaking refers to all available data whether contained in one file or many files In Passport Business Solutions the database consists of multiple files related to a specific module These files are standardly stored in a folder by module For example Accounts Receivable files are standardly stored in a folder named AROO Accounts Payable files are standardly stored in a folder named APOO In relational database terminology a database consists of one or more files that contain one or more tables Field A data field consists of one or more characters that represent a single piece of information For example a first name a last name and an amount are all data fields The content or value of the field first name might be John or Debbie or any other first name consistent with the rules governing the content of the first name field The content or value of the field amount might be 129 or 5 98 or any other amount consistent with the rules governing the contents of the field amount Fields may carry any name but the content type specifies the rules governing the content of a field Passport Business Solutions fields available to an ODBC enabled application are classified as type alphanumeric integer decimal or date fields Alphanumeric fields may contain letters of the alphabet numbers special symbols Passport
26. es in this directory The system administrator would have to put restrictions on the ODBCOOPR directory so that it would only be accessed by the eligible users Also only allow fully qualified users access to the PBS Data Dictionary installation CD ROM The multi company ODBC utility only works when the data dictionary files are in the ODBC ODBC00 directory under top level PBS If you need to run the utility and you have moved some or all of xx_xxxxxx00 xfd files to another directory or drive location you will have to move them back to run the utility Passport Software Inc 46 ODBC Installation and Configuration Guide 3usiness Solutions 2 Support If help is needed to resolve any issues please contact your PBS supplier or our support department at 800 969 7900 ext 124 or email support pass port com In addition if you discover anything that will help improve this document please let us know Passport Software Inc 3801 West Lake Avenue Suite 301 Glenview IL 60026 800 969 7900 http Awww pass port com Passport Software Inc 47 ODBC Installation and Configuration Guide gee Passport Business Solutions Se ee 3 ODBC Performance ODBC performance can vary per system and data files being accessed There are several ways you may address performance and speed l Optimize your queries in Access by using Import instead of Link Tables or use make table queries to create static copies of large
27. f you entered the DSN name on the server as X YZ Company then enter the Data Source Name as XYZ Company Here is an example of this screen AcuODBC Configuration x File Alias Multicompany AcuServer General Advanced Vision Tracing AcuODBCServer DataSource Name ppsoo DSN FD Directory Browse Add Delete Data Directory tt nara Add Moye Up Delete Moye Down Data File Extension Move Up Move Down Cancel Help For Unix Linux you only enter the DSN name that you entered when creating the DSN Keep it the same case and do not include the dsn extension Now click on the AcuODBC Server tab and enter the following Select Remote SQL Processing This will utilize the power of the ODBC server by having the ODBC server perform all the SQL processing Select IP Address and enter the IP address of your ODBC server Passport Software Inc 43 ODBC Installation and Configuration Guide a Passport Bi siness Solutions lt lt lt s a DF ee If you used the port number 20222 when setting up your ODBC Server then enter 20222 for the port number If you used a different port number enter that number here The values of both variables must match If you change the value in one location you must also change it in the other The following is a screen shot of the entries for AcuODBC Server
28. figuration Guide Business Solutions Press the lt Esc gt key to close the program or click on the x This completes the installation of the data dictionary XFD files for multiple PBS companies After the multi company utility is run for data security purposes you may want to move specific XFD files to another location on the server or local workstation before you configure the ODBC For more information read the appendix Data Security and Limiting Access to PBS Data Whenever possible we do recommend that you keep the XFD files in the standard location Passport Software Inc 19 ODBC Installation and Configuration Guide A eer RBL siness Solutions 4 AcuODBC Product Configuration After you have installed the extend 6 AcuODBC Data Interface for Windows and the PBS Data Dictionary XFD files you must configure a Data Source Name DSN that will connect your PBS Data Dictionary XFD files with your actual Passport Business Solutions data files This is done using the Windows ODBC Data Source Administrator If the PBS Data Dictionary XFD files have been installed correctly the files reside in the folder ODBC odbc00 in your Passport Business Solutions top level folder For example if your Passport Business Solutions software is installed on the C drive in a folder named Passport Business Solutions your data dictionary files will be installed in C PBS odbc odbc00 If you ran the multi company utility other directorie
29. for debugging is the netstat command You can use it after you start the server to insure that it is listening on the port The command to use for port 20222 would be netstat a grep 20222 Configure the AcuODBC Client for a Connection to the Server This step assumes that you have already installed the ODBC software on the client workstation machine If this has not been done install the client following the Acucorp documentation This client configuration applies whether server is Windows UNIX or Linux To do this installation you must have the AcuCorp extend 6 CD ROM labeled Version 6 2 0 1 for Microsoft Windows 98 SE ME 2000 2003 NT and XP and you must have a Product Codes and Keys The installation instructions are found in the section of this document called Installing AcuODBC On the client system Run the Windows ODBC configuration tool This will probably be located at Passport Software Inc 42 ODBC Installation and Configuration Guide eBusiness Solutions Start Settings Control Panel Data Sources ODBC Or Start Settings Control Panel Administrative Tools Data Sources ODBC On either the System DSN or User DSN tab click Add Select AcuODBC Driver from the list of driver names and click Finish On the General tab enter the Data Source Name DSN This must match the DSN name as was entered on the Windows or UNIX Linux AcuODBC server For example i
30. ftware Inc The enclosed PBS Manufacturing Series documentation Copyright Passport Software Inc 2007 All rights reserved The additional names of companies and products may be the intellectual property of their respective owners PBS Data Dictionary XFD Files and Multi Company Utility c ccccccccccccccccccseeseeeseeeeceeeceecuseececeeeseesseesseeeseessensees 2 ACUODBG Requirement sci sa cs ccs ecachivseesei date aee nace cage idedessstea sete dente EE EEE RE EREE EER Ei EEA 2 Supported Modules and Fale cccecss ccs ccacesceacaeacatcsserienesececssceecstcacetesscasnuvaceaiaeds eave eatcauedaeevadednsdasiecda ctsdsocancadedebussses 3 Financial and Distribution Files ccccccccccccccceccecscececececeececeesceesceeseeesceseeeseseseseeeeeseseseseseaecaecaeeseeeeeeseesseeeseenseeaees 3 Manufacturing Files iccciscc cicuciscvussciscssc savesscacoress dacneaxestadssndis te ntespevievant agerens Gives EI AEO EEE EAEE KAPENE EI Earp E e E ES 8 PAE OAS E Amd I R a aa a a E A E 12 3 ACUODBC and PBS Data Dictionary Installations scccssssccsecesceeccceseseesssesesceecscesesseesccesessesssessesseesoes 14 Installing ACUQDBC j eiiccc ccs sesee ces Aids ces cite cghledecieees A E E A EEEE E ETE E E EE a heeds 14 Installing the PBS Data Dictionary for Windows PBS Data Dictionary CD ROM esccescesseesceeteeeeeeseeeeeeees 15 Installing the Data Dictionary for Multi Compamies ccccesecseesseeseeeseeeeeeeeceeeeseca
31. hat you just added You will seen a screen like the following Passport Software Inc 30 ODBC Installation and Configuration Guide iness Solutions AcuODBC Server x Access Data Sources Services Pot Commanding O _ _ _ O c C PBS etc odbes che New Properties Start Remove Cancel Help You must start the service Click on the Start button to start the service When the service starts the red button on the left turns green the Start button is greyed out and the screen will look something like the following AcuODBC Server x Access Data Sources Services c C PBS etc odbes cfe New Properties Stop ma a EMIOYE Note If for any reason you have to reboot your server please verify that the AcuODBC Server service is still running If not restart the service Passport Software Inc 31 ODBC Installation and Configuration Guide j pe gma Business Solutions Se ee oe Step 5 Configure the Data Source You must install the PBS Data Dictionary before you do this step You may also need to run the Data Dictionary multi company utility If you have not done so please do so now If you need instructions please read chapter 3 Then left click on Data sources Tab Then click New Enter a data source name When you configure the client ODBC you will use the same name you enter here Use the XFD Directory browse button to b
32. ies files Customer Order Processing Customer Tracking File Customer Control File Backlog Orders and Sales Daily Orders Tracking File EDI Allowances EDI File EDI Order Line EDI Order Header EDI Trading Partner EDI File Terms Default Comments Sales Order Header Sales Order Line Comments Sales Order Line Lot Serial Control File Standard Certifications Customer Type Price Discount Sales History EDI Standard Carrier Codes Ship to Addresses Sales Accounts Sales Rep Commission Special Prices Capacity Planning Control File Detail Plan Detail Detail Plan Periods Detail Plan Summary Rough Plan Detail Rough Plan Periods Rough Plan Summary Rough Planned Orders Resource Structures Inventory Management Branch Warehouse Items co_bostrk00 xfd co_coctlf00 xfd co_copbos00 xfd co_copord00 xfd co_cpoalw00 xfd co_cpodpn00 xfd co_cpodtl00 xfd co_cpohdr00 xfd co_cponam00 xfd co_cponte00 xfd co_cpotrm00 xfd co_csocom00 xfd co_csohdr00 xfd co_csolcm00 xfd co_csolin0O xfd co_csolsn00 xfd co_ctffil00 xfd co_custyp00 xfd co_prcdsc00 xfd co_salhisOO xfd co_scacod00 xfd co_shipto00 xfd co_slsact00 xfd co_slscom00 xfd co_spcprc00 xfd cp_cpctif00 xfd cp_dpldet00 xfd cp_dplnpd00 xfd cp_dplsum00 xfd cp_rpldet00 xfd cp_rplnpd00 xfd cp_rplsum00 xfd cp_rpofil00 xfd cp_rsfil00 xfd im_bwhitm00 xfd SS Z a easiness Solutions sg General Ledger Control File im_glictl0O xfd Passport Software Inc 8
33. ile Purchase Order PO File name P O Auxiliary File Distribution to G L File P O Header File P O Line File Receivings History File Vendor Item File Payroll PR File name Change Employee File Deduction and Earning Codes File Employee Direct Deposit Accounts File Extended Information File Employee File Payroll History File Adjustments File Multi City Multi State File Distribution to G L File Quarter to Date History File j pe mte siness Solutions SS jce_descfi00 xfd je_dtlfil00 xfd je_hldfil00 xfd je_jcdist00 xfd je_mstfil00 xfd Dictionary file name oe_linitm00 xfd oe_ordhdr00 xfd oe_oetkxf00 xfd oe_oerhdr00 xfd oe_oerlin00 xfd Dictionary file name po_auxfil00 xfd po_podist00 xfd po_pohdrf00 xfd po_polinf00 xfd po_rcvhis00 xfd po_venitm00 xfd Dictionary file name pr_cngemp00 xfd pr_dedcod00 xfd pr_empdda00 xfd pr_empext00 xfd pr_empfil00 xfd pr_khisfl00 xfd pr_mantrx00 xfd pr_mesfil00 xfd pr_prdist00 xfd pr_qtdhis00 xfd City State History File pr_scdhis00 xfd Tax Codes File pr_taxcod00 xfd Time Worked Distributions File pr_timdis00 xfd Time Worked File pr_timtrx00 xfd Void Check File pr_vdmtrx00 xfd Year to Date History File pr_ytdhis00 xfd Passport Software Inc 6 ODBC Installation and Configuration Guide a PBS Company System Files RW File name Dictionary file name Valid G L Account File rw_acctfi00 xfd Cash Account File rw_cshact00 xfd Point of Sale PS File name Di
34. le Sales Rep File Prepaid Payments File Taxes Open File Check Reconciliation CR File name Checking Account File Checkbook File Distribution to G L File ap_puradr00 xfd ap_trxmem00 xfd ap_venfil00 xfd ap_venhis00 xfd ap_voidck00 xfd lt peat Business Solutions SS r Dictionary file name ar_aracct00 xfd ar_arcods00 xfd ar_ardist00 xfd ar_aropen00 xfd ar_comfil00 xfd ar_confil00 xfd ar_cshapl00 xfd ar_cshtrx00 xfd ar_cuhfil00 xfd ar_cusfil00 xfd ar_dlvfil00 xfd ar_gdssvc00 xfd ar_ihsaux00 xfd ar_ihshdr00 xfd ar_ihslin00 xfd ar_ihsser00 xfd ar_kshhst00 xfd ar nsfchg00 xfd ar_nsftrx00 xfd ar_nsfapl00 xfd ar_nsfjob00 xfd ar piauxf00 xfd ar_pihdrf00 xfd ar_pilinf00 xfd ar_sldtrx00 xfd ar_slstrx00 xfd ar_slmfil00 xfd ar_ppctrx00 xfd ar_txopen00 xfd Dictionary file name cr_ckacct00 xfd cr_ckbook00 xfd cr_crdist00 xfd Passport Software Inc 4 ODBC Installation and Configuration Guide General Ledger GL File name Budget File Chart of Accounts File Comparative File Codes File Distributions Transaction File Cost Center Group File G L Layout File General Journal Transaction File General Journal Header File General Ledger Transaction File Inventory Control IC File name Alternate Item File Item Product Category File Warranty Coverage File T C Codes File Distribution to G L File Warranty Codes File Serial File Inventory Account File Inventory Transaction Job File I
35. oto the etc directory and edit the odbcescfg file with your favorite editor e Determine your DSN directory This directory will be the path to your PBS software plus ODBC dsn For example if your PBS software is located at usr pbs then your DSN directory would be usr pbs ODBC dsn e Edit the field DSN DIRECTORY to equal the location of your DSN directory For example Passport Software Inc 39 ODBC Installation and Configuration Guide le pe P asm Business Solutions DSN_DIRECTORY ust pbs ODBC dsn e Save your changes Install the PBS Data Dictionary XFD files for UNIX or Linux The Data Dictionary a compilation of files with an XFD extension for Unix Linux is located in a tar file on the PBS Data Dictionary CDROM Access to the PBS Financial and Distribution Series files is in the tar file is called odbcxfd tar Access to the PBS Manufacturing Series files is in the tar file called odbcmfgxfd tar To install the XFD files do the following e Copy the odbexfd tar or odbcmfgxfd tar file to the top level PBS directory and untar it This will install the XFD files in a directory structure of ODBC ODBC00 e Ifyou have companies other than company 00 then refer to the section Installing the Data Dictionary for Multi Companies for instructions on creating the data dictionary for these companies Create a DSN on the UNIX Linux Server You mus
36. p_poctlf00 xfd pp_poidst00 xfd pp_poitrx00 xfd pp_polcom00 xfd pp_pphdrf00 xfd pp_ppvdet00 xfd pp_ppvsum00 xfd pp_prrcod00 xfd pp_rcvhisOO xfd pp_rjtmtl00 xfd pp_venpfm00 xfd pp_vensit00 xfd pp_venwhs00 xfd ODBC Installation and Configuration Guide i Passport Business Solutions gt pa iness Solutions Shop Floor Control Item Operation History sf_iophisOO xfd Operation Schedule sf_opnscd00 xfd Schedule Run File sf_scdrun00 xfd Control File sf_sfctlfO0 xfd Operation Material Assignment sf_sopmtl00O xfd Time Phased Capacities sf_timcap00 xfd Work Center Flow sf_wctflo00 xfd Passport Software Inc 11 ODBC Installation and Configuration Guide aA assportBusiness Solutions 2 Concepts and Terms The following terms are found in this guide and are described as they are used in this guide For general accounting definitions consult the glossary in your Passport Business Solutions System Manager User Manual Other definitions can be found in Chapter 1 of each Passport Business Solutions module user manual Column This term is used when referring to relational databases A column can be considered the same as a field as defined above Data File A Passport Business Solutions data file contains one or more related records For example a group of employee records might comprise an employee file Data Source Name DSN A data source name is the name you assign to a group of AcuCOBOL Vision or R
37. pply Help This opens your ODBC Data Source Administrator window You use this application to configure your Passport Business Solutions ODBC access You may elect to create User DSN System DSN or File DSN as it relates to the first three tabs in the above screen User DSN Configuring a DSN under this tab creates a data source that is local to the computer and can only be used by the current user System DSN Configuring a DSN under this tab creates a data source that is local to the computer It is not user specific and any user having the correct privileges may access the data source File DSN These DSNs can be shared among all users who have the same drivers installed These data sources do not have to be local to a particular computer on the network or dedicated to a particular user When you created a User DSN or System DSN a File DSN with the same name will be created as well Note When deleting a User DSN or System DSN the File DSN still remains as a Data source Therefore you should also delete the File DSN Otherwise when choosing the Data source it still appears to be available but will error when selecting it For additional information on DSNs consult your AcuODBC help file Once you have determined the type of data source that you want to create select the appropriate tab and add this data source to the list Passport Software Inc 21 ODBC Installation and Configuration Guide mae 5 ae Solutions SS EN
38. r Installation and Configuration section later in this document Do the following steps for the installation 0 You must be on the computer where PBS is installed 1 Insert your PBS Data Dictionary CD ROM into the CD ROM Drive 2 Using Windows Explorer browse to the CD ROM and double click on the pbs_odbc exe file For the manufacturing data dictionary double click on mfg_odbc exe Passport Software Inc 15 ODBC Installation and Configuration Guide T 3 You will be prompted for a path The path is defaulted to C Program files PSI PBS In order for the multi company ODBC utility to work properly you must install the PBS data dictionary in the top level Passport Business Solutions directory This is the standard location for data dictionary XFD files Installing the Data Dictionary for Multi Companies The Data Dictionary Multi Company Utility If you are only using company 00 you can skip this step You must be a Passport Business Solutions administrative user to run this utility The Data Dictionary Multi Company Utility will copy the contents of ODBC00 into a new directory rename and alter the data dictionary files The directory name will depend on the company number If it is company 01 then the directory will be ODBCO You must first create the companies in Passport Business Solutions before you can run the Multi Company Utility You must be set up with standard data paths in Passport Business Solutions When you
39. rowse to your XFD data dictionary directory and add that path Use the Data Directory browse button to browse to the location of each data directory where your PBS data files are stored After each browse click the Add button to add the directory to the list As a shortcut you can double click items in the directory list and it will put the path info back into the entry box You can then edit the module from AROO to AP0O for example and then Add this new entry to the list This will save time as you will not have to browse for each data directory When you have completed the above steps you will see a window similar to the following Passport Software Inc 32 ODBC Installation and Configuration Guide usiness Solutions AcuODBC Server Configuration PBS Server Data x General Advanced Vision Tracing File Alias Multicompany AcuServer DataSource Name Se FD Directory Browse C pbs odbc odbc00 Add Moet Y Vv eU p Delete Moye Down Data Directory Browse C pbs 4P00 Add Moye Up C pbs 4R00 Delete Move Down C pbs GLO0 Ordered list of directories to search for data files C pbs IC00 Data File Extension NT Security None 7 If there are spaces in the XFD directory path add double quotes on either end of the path Here is an example C Program files Passport Business Solutions PBS odbc odb
40. s will be there as well Each installation is different and there is not one set of instructions that can tell you exactly how to set up ODBC access on your system Setup Example The following example sets up ODBC access to Passport Business Solutions Accounts Payable Accounts Receivable and General Ledger data installed in C PBS To setup your AcuODBC DSN In Windows 2000 Windows XP or Windows Vista Select Start gt Settings gt Control Panel gt Administrative tools gt Data Sources ODBC Or in Windows 98 Select Start gt Settings gt Control Panel gt ODBC Data Sources Passport Software Inc 20 ODBC Installation and Configuration Guide S A E AR 3usiness Solutions REENA EN pe gt ODBC Data Source Administrator 21x User DSN System DSN File DSN Drivers Tracing Connection Pooling About User Data Sources dBASE Files Microsoft dBase Driver dbf dBase Files Word Microsoft dBase YFP Driver dbf Excel Files Microsoft Excel Driver xls FoxPro Files Word Microsoft FoxPro YFP Driver dbf Configure MS Access Database Microsoft Access Driver mdb Visual FoxPro Database Microsoft Visual FoxPro Driver Visual FoxPro Tables Microsoft Visual FoxPro Driver indicated data provider A User data source is only visible to you and can only be used on the current machine An ODBC User data source stores information about how to connectto the OK Cancel A
41. sed with AcuODBC These files contain a definition for one PBS file An example of one of these files is ap_venfil00 xfd The ap represents Accounts Payable The venfil represents Vendor file The 00 means it is for company 00 All the XFD files make up the data dictionary Passport Software Inc 13 ODBC Installation and Configuration Guide EA p Passmort Business Solutions gt 3 AcuODBC and PBS Data Dictionary Installations Installing AcuODBC AcuCorp s extend 6 AcuODBC product is the driver program for ODBC access to Passport Business Solutions AcuCorp vision data files AcuODBC acts as a gateway to your Passport Business Solutions data using Microsoft s Open Database Connectivity ODBC standard You will need the Product Codes and Keys in order to complete the installation of the AcuODBC This should be on a piece of paper titled Important Licensing Information included with the AcuODBC shipment If you are also installing the AcuODBC Server for Windows follow the installation instructions in the Server Client Installation and Configuration section in this document For AcuaODBC Server for Linux or UNIX you will need a third CD ROM which is labeled Version 6 2 0 1 for UNIX platforms The installation instructions are in the UNIX Linux AcuODBC Server Installation section of this document If you have AcuODBC Server you may install either the client or server first However you
42. seseceseceaeeeaeeeseeeseeeseeeeeeeeeaees 45 AppendiK i osisssdasascsescessivescssnsastecsccacccsescensvecdeassusssvassesssastseseocetecteessscsdestescccascdsssceetesescesesectssndasoecsccacodsscdeessecsshistecndeseee 46 1 Data Security and Limiting Access to PBS Data 00 ccecccesceseessecseeeseesseeeeeescecneeeeeseceseenseeaecaecnaecneeeneseneereees 46 Dic SUPPOLS SEA A A EE EE E E satay onus ian nce Wie bakes E E E E E nesses uitatendes 47 3 ODBC Pertanian esr R E E EE tots dl oad R 48 Passport Software Inc 1 ODBC Installation and Configuration Guide wee Passport Business Solutions 1 Introduction The AcuCorp extend 6 AcuODBC Data Interface for Windows provides you with direct access to Passport Business Solutions information stored in AcuCOBOL Vision and Relative data files The AcuODBC Data Interface for Windows presents your Passport Business Solutions accounting information to you for use with ODBC enabled applications using the Microsoft s Open DataBase Connectivity standard Product Description The single user version of the ODBC product for Passport Business Solutions consists of two components the Acucorp extend 6 AcuODBC Data Interface for Windows and the PBS Data Dictionary XFD files Chapters 3 and 4 cover this installation and configuration NOTE Each of these products is installed separately AcuODBC Acucorp s extend 6 AcuODBC Data Interface for Windows is the conduit between your Passpor
43. soalto00 xfd mj_solab00 xfd mj_somsc00 xfd mj_sopmcd00 xfd ms_bwhmrp00 xfd ms_fcstpd00 xfd ms_fpofil00 xfd ms_grpitm00 xfd MRP Header ms_mrphdr00 xfd MRP Orders ms_mrpord00 xfd MRP Pegging ms_mrppeg00 xfd Passport Software Inc 9 ODBC Installation and Configuration Guide MRP Requirements MRP Run File Control File Planning Group Schedule Periods Product Definition Engineering References Labor Grade Rates Control File Product Structures Routing Instructions Routing Operations Standard Operations Instructions Standard Operations Work Centers Product Purchasing Blanket PO Line Comments Blanket PO Header Blanket PO Lines Item Sources Non Vendor Sources Planner Buyer Code Purchasing Addresses P O Change Log Comments Codes File Control File Invoice Distribution File Invoice Transaction File PO Line Comments PO Header Purchase Price Variance Detail Purchase Price Summary Reject Reason Code Receiving History Rejected Material Vendor Performance Shipments In Transit Vendor Warehouse Passport Software Inc 10 ms_mrprqt00 xfd ms_mrprun00 xfd ms_msctlf00 xfd ms_plngrp00 xfd ms_schdpd00 xfd pd_engref00 xfd pd_labgrd00 xfd pd_pdctlf00 xfd pd_psfil00 xfd pd_rtginsOO xfd pd_rtgopn00 xfd pd_stdinsOO xfd pd_stdopn00 xfd pd_wrkctr00 xfd pp_bolcom00 xfd pp_bpohdr00 xfd pp_bpolin00 xfd pp_itmsrc00 xfd pp_nonsrcO0 xfd pp_plnbuy00 xfd pp_poaddr00 xfd pp_pocngl00 xfd pp_pocomt00 xfd p
44. system required is either Windows 2000 or Windows 2003 A server installation is only needed if you are installing AcuODBC Server A server installation will provide a more robust access to PBS data especially for multi file access The operating systems for Linux should be GLIBC 2 2 or 2 3 For UNIX the operating systems supported are either Version 5 06 5 07 or 6 0 ODBC Data Source Administrator Version 3 5 or later This is part of your Windows operating system If you have an earlier version installed the Administrator will be updated when you install AcuODBC ODBC Driver Manager Version 2 0 or later Provided by most ODBC enabled applications If you have an earlier version installed the Administrator will be updated when you install AcuODBC Supported Modules and Files The PBS Data Dictionary provides access for the Passport Business Solutions modules listed below We have provided access to the most relevant files within Passport Business Solutions Each Passport Business Solutions file can be identified as a table within an ODBC enabled application by its filename preceded by an application identifier such as AP for Accounts Payable or GL for General Ledger For example the Passport Business Solutions Accounts Receivable Customer File will be listed as a table called ar_cusfil Financial and Distribution Files The following is a list of the PBS Financial and Distribution Series modules table identifiers for the mod
45. t Business Solutions data and ODBC enabled applications such as Microsoft Office applications AcuODBC gives ODBC enabled applications access to your Passport Business Solutions data files The AcuODBC driver is used to create the data source that you will use in real time to access your Passport Business Solutions data PBS Data Dictionary XFD Files and Multi Company Utility Passport Software Inc has created PBS data dictionary XFD files that are used in conjunction with AcuODBC to complete access to your Passport Business Solutions data These dictionary files are specific to the format of your Passport Business Solutions data files and allow AcuODBC to properly organize the data within these files for ODBC enabled applications The multi company utility allows you to create a data dictionary for any additional companies that you have in Passport Business Solutions This is installed as a standard part of the PBS product AcuODBC Requirements In order to interface your Passport Business Solutions data with a Windows application through AcuODBC you must be able to provide the following environment for Acucorp extend 6 AcuODBC Data Interface for Windows Passport Software Inc 2 ODBC Installation and Configuration Guide wee Passmore Bysiness Solutions m Microsoft Windows 98 SE Windows NT Windows 2000 Windows XP Windows Vista for the single user or client installation For a server installation the Windows operating
46. t again Then enter the path to your DSN directory You will then see how it now displays the existing DSN s allowing you to edit or add new ones You add new ones by entering a DSN name that doesn t already exist If you ever need to delete a DSN delete the actual DSN file from the DSN directory Passport Software Inc 4 ODBC Installation and Configuration Guide qe ef asm Business Solutions Start the ODBC Server You start the ODBC server by running the acu_start sh script from the usr acucobol62 bin directory When you start the ODBC Server it will report Opening dev console for error output If you need to you can move the ODBC Server start command to your Unix Linux startup procedure The startup command is asr acucobol62 bin acuodbes start c etc odbescfg n 20222 You can also specify your own port number if you don t want to use the default of 20222 To stop the ODBC Server use the acu_stop sh script Any time you make a change to the AcuAccess settings the DSN s or the data dictionary you must stop and restart the ODBC Server for the changes to take effect We have also supplied a trace file script that will start the ODBC Server in trace mode This can be used when trying to debug problems The script name is acu_start_trace sh This script will run ODBC Server on port 20222 and place the trace information into usr acucobol62 tracefile txt Another tool
47. t create your DSN directory This will be the directory that you entered in the odbescfg file in a preceding step You will need to do these steps for each PBS company you want to access via ODBC For example if you entered DSN DIRECTOR Y usr pbs ODBC dsn then run the command mkdir usr pbs ODBC dsn From the usr acucobol62 bin directory run the srvconfig sh script The rest of this section takes you step by step through using the script Do these steps for each company in PBS in which you want ODBC access Note The steps you need are below but if you find you need more information on using the script please refer to the Acucorp help file Select the AcuODBC user guide Then find the section 9 5 1 srvconfig sh the UNIX command line environment 1 The first prompt after running the script is the location of the DSN directory Enter the full path to the dsn directory that you created For example usr pbs ODBC dsn 2 Next it will prompt for Data Source Name This is the name of the DSN that you are creating You can name the DSN anything you want For example company00 Passport Software Inc 40 ODBC Installation and Configuration Guide Passport Business Solutions SS i or XYZ company This name will be used when you configure the workstation Data source name field Enter a name that the users can relate to when running ODBC If you have multiple companies on the system yo
48. tem File Item Numeric Sequence File Inventory History File Kit File LIFO FIFO Layer File Price File Serial History File Status File Item Status Code File Item Product Sub category File Units of Measure File Warehouse File Work Order Cost File Work Order File Work Order Header File Work Order Line File Job Cost JC File name Cost Category File Cost Transaction File E pe asym Bysiness Solutions SS ee Dictionary file name gl budget00 xfd gl_chartf00 xfd gl_cmprtv00 xfd gl glcods00 xfd gl_gnjtrx00 xfd gl_grpfil00 xfd gl_layout00 xfd gl_mltrxd00 xfd gl mltrxh00 xfd gl trxfil00 xfd Dictionary file name ic_altitm00 xfd ic_categf00 xfd ic_covfil00 xfd ic_iccods00 xfd ic_icdist00 xfd ic_icrefm00 xfd ic_ictrkf00 xfd ic_invact00 xfd ic_invtrx00 xfd ic_itmfil00 xfd ic_itmnuf00 xfd ic_itxhis00 xfd ic_kitfil00 xfd ic_layfil00 xfd ic_prcfil00 xfd ic_serhisO0 xfd ic_stafil00 xfd ic_statfi00 xfd ic_subcat00 xfd ic_unitfi00 xfd ic_whsfil00 xfd ic_wkocst00 xfd ic_wkofil00 xfd ic_wkohdr00 xfd ic_wkolinO0 xfd Dictionary file name je_catfil00 xfd jc_csttrx00 xfd Passport Software Inc 5 ODBC Installation and Configuration Guide a Additional Job Description File Job Detail File Detail Holding File Distribution to G L File Job Master File Order Entry OE File name Order Line Item File Order Header File Order Transaction File Recurring Order Header File Recurring Order Line F
49. tory a aa OEDO H OEobj H O PBS_files C POFFIL T PDFTXT Poco PROO PROD sav gt 4 POobj Passport Software Inc 22 ODBC Installation and Configuration Guide siness Solutions Left Click OK Your AcuODBC Setup windows will look similar to this AcuODBC Configuration PBS 00 x File Alias Multicompany AcuServer General Advanced Vision Tracing AcuODBCServer DataSource Name pps 00 FD Directory CAPBS odbe odbc00 Browse Add Moye Up Delete Move Down Data Directory Browse Add Move Up Delete Move Down Data File Extension Cancel Help Left Click OK PBS Data File Locations To complete setup of the DNS you must now configure the data source to connect to your PBS data files This is done from the same AcuODBC Configuration setup window as above Enter the path in the data directory field enter the path to your PBS module For example using the Browse button to select the appropriate folder for Accounts Payable Accounts Receivable and General Ledger In our case the folder is C PBS APOO To add this location do the following Left Click Browse Browse to the proper directory and select AP00 The window will look like this Passport Software Inc 23 ODBC Installation and Configuration Guide iness Solutions Browse for Folder 2 xi File Pr
50. u may want to give it a name that is similar to the company name 3 The program will add the dsn suffix to the name you enter Answer Y when it asks if you want to create the DSN 4 Next select General for the type of information you want to edit Do this by typing the letter G and pressing the Enter key 5 It will now prompt for the data dictionary directory Select A to add a directory Then enter the full path name to the data dictionary directory where you installed your Data Dictionary For example usr pbs ODBC ODBCO00 The usr pbs part of the path may be different on your system However the ODBC ODBCO00 directory is fixed 6 Select Q to quit adding the data dictionary path 7 Now you will enter the paths to the PBS data directories Do this by e Selecting Add by entering the letter A e e e e Enter the full path to the data directory For example usr pbs AR00 e Continue to Add until you have all your data paths entered then select Quit when finished 8 You will now be prompted for Data File Extension Just press ENTER at this field Nothing needs to be entered 9 You will now be brought back to the main menu Select ENTER to Exit and answer Y when it asks you Save the data You are finished creating the DSN file If you need to edit your existing DSN or create new ones for additional PBS companies run the srvconfig sh scrip
51. ule and the files you can access via the PBS Data Dictionary files Additional information about most of these files can be found in the Passport Business Solutions user manual for each module in the appendix titled Jnitializing Data Files and in the AcuODBC Field Definition Guide for Passport Business Solutions files Accounts Payable AP File name Dictionary file name Accounts Payable Account File ap_apacct00 xfd A P Check File ap_apchkf00 xfd Distribution to G L File ap_apdist00 xfd Open Item File ap_apopen00 xfd Vendor Contacts File ap_pcofil00 xfd Passport Software Inc 3 ODBC Installation and Configuration Guide Purchasing Address File Memo Transaction File Vendor File Vendor History File Void Check File Account Receivable AR File name Accounts Receivable Account File A R Codes File Distribution to G L File Open Item File Commission Due File Customer Contacts File Cash Application File Customer History File Customer History File Customer File Deliver to Ship to File Goods and Services File Invoice History Auxiliary file Invoice History Header File Invoice History Line File Invoice History Serial Transaction File Cash History File Returned Check Charge File Returned Check Transaction File Returned Check Application File Returned Check Application Job File Invoice Auxiliary File Invoice Header File Invoice Line Item File Miscellaneous Charges Distribution File Miscellaneous Charges fi
52. utable later to install the license files Passport Software Inc 38 ODBC Installation and Configuration Guide A pragma Bsiness Solutions LG Install the PBS ODBC Scripts Install the XFD files from the PBS Data Dictionary CD ROM e Copy odbcunix tar file to a temp directory e Untar odbcunix tar e From your temp directory copy all of the sh scripts to usr acucobol62 bin e From your temp directory copy the odbescfg file to root level etc directory Make it readable by everyone but only writable for root Configure the Acucorp ODBC Server Software Create the AcuAccess file e Go to the usr acucobol62 bin directory e Run the acu_access sh script Press ENTER to use the default path of etc AcuAccess When it prompts for Server Access File Options choose 5 Exit to exit e Change directories to etc and change the permissions of the AcuAccess file as follows chmod 700 AcuAccess e Now return to the usr acucobol62 bin directory Run the acu _access sh script Press ENTER to use the default path of etc AcuAccess Now select 1 Add a security record As it prompts you choose all the access record defaults This will create an access record that allows full access by anyone to the ODBC Server e Refer to the Security section later in this document for more information on security Setup the odbcscfg file e G

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