Installation and Upgrade Guide - Thoroughbred Software International
Contents
1.2. ACCOUNTING Installation amp Upgrade Guide Version 8 81 SOFTWARE INTERNATIONAL INC 46 Vreeland Drive Suite 1 Skillman NJ 08558 2638 Telephone 732 560 1377 800 524 0430 Fax 732 560 1594 Internet address http www tbred com Published by Thoroughbred Software International Inc 46 Vreeland Drive Skillman New Jersey 08558 2638 Copyright 2014 by Thoroughbred Software International Inc All rights reserved No part of the contents of this document may be reproduced or transmitted in any form or by any means without the written permission of the publisher Document Number AIG8 81M01 The Thoroughbred logo Swash logo and Solution IV Accounting logo OPENWORKSHOP THOROUGHBRED VIP FOR DICTIONARY IV VIP VIPImage DICTIONARY IV and SOLUTION IV are registered trademarks of Thoroughbred Software International Inc Thoroughbred Basic TS Environment T WEB Script IV Report IV Query IV Source IV TS Network DataServer TS ODBC DataServer TS ODBC R W DataServer TS DataServer for Oracle TS XML DataServer GWW Gateway for Windows TS ChartServer TS ReportServer TS WebServer TbredComm WorkStation Manager Solution IV Reprographics Solution IV ezRepro TS Xpress and DataSafeGuard are trademarks of Thoroughbred Software International Inc Other names products and services mentioned are the trademarks or registered trademarks of their respective vendors or organizations Table of Content
3. cvr classic fco from company name fem from company email address ffn from fax number fnm from department name fvn from voice number mailauth outgoing mail user mail password maildest ksk tbred com mailfrom your email address mailsmtp your mail smtp server name sub from email subject line On the host update the report specific override tags to be used using Report Tags Maintenance on the FormsCreator main menu a The tag format is lt Report name gt lt tag name gt lt tag value gt b The important tag names are os4dir c crystal archive COMPANY archiving forms os4email email address duplicate emails sent to this address os4opw outgoing pdf password if needed ntx Fax memo text fnm From Name Install TS ODBC DataServer on the server You must have at least one seat per location 19 Copyright 2014 Thoroughbred Software International Inc 6 7 The FormsCreator install program will create a data source called SOL4FC with the following files exposed Please note that the following files must actually exist for both the DEM and live companies APLVEND1 ARLTERM1 ARLATFCC FTLSOCK1 ARLATFCE FTLTAGS1 ARLCUST1 OPLINVP3 ARLINVPI1 OPLINVPC ARLINVP2 POLCOMM1 ARLSHIP1 POLOPRT1 ARLSREP1 POLOPRT2 ARLSTAX1 TALINST1 not company specific Setup Host FormsCreator Parameters a Setup Solution IV Installation Record and or Operator Preferences
4. Software International Inc Operator Code TA4 Password Name Solution IlV Operator Master Menu TA4 Entry Program TAPSTART Exit Program UTLOGO Default Printer Name Current Language Code EN Field Edit Clear Y Display Using Default Colors Y Help Edit Developer User D Hotkey Menu TAMHOTK1 Under OPENworkshop the first 3 characters of the UNIX AIX Linux login are used for the Solution IV operator code These operators are defined automatically the first time you login Please verify that all operators are defined as above Dealing with 4 Character Years Solution V Accounting uses a standard SQL date which stores the date in the system as a number The 50 year rule is generally applied meaning the system will calculate the appropriate century If desired however you may optionally enter century as follows gt From the Main OPENworkshop Menu select Utilities gt Select System Administration gt Select Maintain Date Masks gt Change the Input Date Mask to MMDDYYYY Automatic PRM s There are several PRM lines from the IPLINPUT file that are critical to Solution V Accounting We require that PRM IF47 PRM READONLY and PRM NOTRANS be set and that PRM NOROUND not be set in order for Solution IV to operate properly To insure that Solution IV has the proper PRM lines set they will be set automatically the first time you run any Solution IV program regardless of how your IPLINPUT file is set up IP
5. application Before continuing make sure you have adequate space on your hard disk Modules Size mb System Utilities 3 3 General Ledger 4 5 Accounts Payable 3 5 Accounts Receivable 4 9 Inventory Control 3 9 Order Processing 4 3 Purchase Order 3 5 Payroll 5 1 Fixed Assets Zl Bank Reconciliation 0 7 Prospect Management 0 5 FormsCreator 0 3 Credit Card Processing 0 3 Service Contract 1 0 OPENworkshop 16 0 Total Space Required 54 5 mb 2 Copyright 2014 Thoroughbred Software International Inc Space requirements include demonstration data files but not live data files Use File Sizing to compute the minimum space required by your own company s data files These sizes represent true minimums Be sure you have adequate disk space available for live operation including a minimum amount of historical data You should not attempt to install a full set of Solution V modules in a live environment with less than 100 megabytes of space allocated for the accounting system How to Proceed The next three sections describe the media installation procedures for UNIX AIX Linux or Windows Refer to the appropriate section based on the operating system on which you are installing Solution IV For further information on any of the procedures specific to your operating system please refer to the operating system s user manual When you are finished installing the accounting software media proceed to the section titled Runni
6. note that this is different than how it is documented in the Solution IV System Utilities Manual Operators If you are running under UNIX AIX Linux the operator codes will be the same as the UNIX AIX Linux logins If you are running in another environment you will need to create the operator codes using the OPENworkshop security system From the main OPENworkshop menu select Security then select option 6 Edit User id s For details on how to use this function select option 0 Documentation then Non UNIX Systems Groups The menu security centers around groups and assigning an operator code to one or more groups Under UNIX AIX Linux the group information is obtained from the UNIX AIX Linux security files etc passwd and etc group On non UNIX systems OPENworkshop will generate these files for you To maintain the groups login as root then select the Security option from the main OPENworkshop menu Then select option 5 Edit groups 16 Copyright 2014 Thoroughbred Software International Inc Solution IV has set up the menus to use group 1 plus a group for each module as follows AP Accounts Payable 301 AR Accounts Receivable 302 BR Bank Reconciliation 303 CC Credit Card Processing 313 FA Fixed Assets 304 FT FormsCreator 312 GL General Ledger 305 IC Inventory Control 306 OP Order Processing 307 PM Prospect Management 308 PO Purchase Order 309 PR Payroll 310 SC Service Contract 314 TA System Utilities 311 I
7. you have the option of installing Solution IV into the OPENworkshop Object Library as follows Enter Leaves Solution IV in the Object Library For performance reasons you will want to use this option if you will not be modifying the Solution V source code You should only leave Solution IV in the Object Library if IDOL IV is also in the Object Library F1 Removes everything from the IDOL IV Object Library including Solution IV then deletes the Object Library This option is recommended if you will be modifying Solution IV Note When being removed from the Object Library the compiled programs are copied to the directory containing IDDBD You will want to move these programs manually to the subdirectories listed on page 5 When INSTALL is finished press Enter to go to the IDOL IV System Administration Menu 7 Copyright 2014 Thoroughbred Software International Inc Completing the Installation If you did not see the message Now merging Solution IV installation files at the end of the install you will now need to complete the installation by running the program TAPINSTO as follows gt From the Thoroughbred Basic Utilities Menu enter TAPINSTO gt From an OPENworkshop menu press F10 then enter MET TAPINSTO gt From Thoroughbred Basic console mode enter RUN TAPINSTO Dictionary Update Run the Dictionary Update found under Utilities Upgrade Administration Dictionary Update Upgrading from earlier versions of So
8. FormsCreator all user defined forms are loaded on a print server PC running Microsoft Windows This can be either a dedicated or shared PC depending on the installation requirements although an inexpensive dedicated PC is recommended With the standard product you may print or e mail forms Using standard Solution IV forms FormsCreator requires little or no training and experienced Crystal Reports users will be able to customize their own forms with minimal training from Thoroughbred What is needed to use FormsCreator with Solution IV Accounting FormsCreator has been developed by Thoroughbred using industry standard components such as Crystal Reports for forms creation and document delivery A run time version of Crystal Reports is included with FormsCreator if you desire to modify forms on your own please contact Thoroughbred prior to purchasing Crystal Reports as there are special version requirements There are no additional license fees beyond the basic FormsCreator license fee regardless of the number of printers used Also multiple store locations are supported provided all the locations are accessible via a VPN and all printers are shared devices on your network Please contact your Thoroughbred Sales Representative for license and cost information As a part of Solution V FormsCreator Thoroughbred has pre designed and developed the standard Solution V forms These forms are included in the product Is FormsCreator required wi
9. LINPUT PTN On installation the PTN line in the IPLINPUT file is set to 1000000 If you have large data files and have problems running the Status Change Update you may need to set this number higher 10 Copyright 2014 Thoroughbred Software International Inc Running Graphically If you are running on a Windows Workstation with the VIP GWW workstation software and are running with the OPENworkshop Environment where the Solution IV graphical images have been installed you can run Solution IV with the GUI screens turned on as follows gt From OPENworkshop select the VIP4 ON option Upgrade Procedures The procedures for upgrading to a new version of Solution IV are identical to the standard installation procedures The system overwrites existing dictionary elements such as formats screens reports and scripts If you have made extensive custom changes to your system you will need to consider the value of upgrading at all To prevent losing information make a backup of your system before starting and copy changed elements to a new library before upgrading Solution IV Also see the section on upgrading under Running the Installation Program Release Notes After the software upgrade is complete you may review the online release notes for this version The Read Me First option R on the Solution V Accounting System Utilities Menu displays or prints the general on line release notes The Solution IV Release Notes option also o
10. Load the Media 1 Insert the CD 2 Run D WINOWS setup exe Enter your install directory C Tbsc is the default name Welcome Once InstallShield Wizard has started a screen will be displayed welcoming you to the Solution IV installation To continue select Next User Information Enter or verify your name and company name then select Next to continue Module Code Enter the module code found on your activation card then select Next to continue Choose Destination Location The next step is to select the destination folder for Solution V Accounting This should be the same directory where your base Thoroughbred Environment is installed The subdirectories found on page 4 will be created automatically Example tbse If the folder shown is not correct select Browse and select the correct folder To continue select Next Copying Files You will now see the selected modules being copied to your system When this process is finished the Solution IV folder will be opened on your desktop Double click the top left corner to close the folder Completing the Installation Setup has now finished copying files to your computer and will now return you to the Windows Desktop Select the Solution V Program Group or whatever group you entered in the Program Folder step above then the Solution IV icon This will execute the Thoroughbred Environment using the Solution IV IPLSOL4 file Note If you are upgrading from a prior Windows ve
11. creen will be displayed You will be prompted for two codes which may be found on the Solution IV Activation Card included with your order The module code is based on the modules you have licensed and the activation code unlocks those modules Once valid activation codes have been entered you should not see this screen again unless you re install upgrade or install additional modules If you do not know your activation code you may press F4 You will be able to run Solution IV however you will be prompted to enter an activation code approximately every 15 minutes You may then call Thoroughbred at 800 524 0430 or 732 560 1377 and ask for the Solution V Activation Desk or your Thoroughbred Support or Services Representative to get your activation code Add Solution lV Operator Codes It is important that each operator be logged into the system under their own operator code especially if you are working in a multi user multi company environment more than one operator more than one company Solution IV keeps track of which operator completed certain tasks as well as the last company accessed by each operator If everyone uses the same operator code you may create a security problem as well as deprive yourself of valuable system information The example on the following page which is set up automatically by the Solution IV installation program shows how to define an operator using Solution IV 9 Copyright 2014 Thoroughbred
12. d Processing 13 Copyright 2014 Thoroughbred Software International Inc Appendix A Automatic Scheduled Updates Automatically Running End of Day The Solution I V Executive Summary Screen requires that several data fields be captured at the end of each day in order to accurately reflect the company s financial picture This may be done by setting up the end of day capture facility as a cron in UNIX AIX Linux which runs automatically every night Solution IV is distributed with an IPLINPUT file called IPLEOD which automatically runs the Executive Summary End of Day program TAPVITLD Setting up your cron To set up your cron in UNIX AIX Linux create a file containing your cron command The file should be created in your Thoroughbred Basic directory and called s4eod This file will then use IPLEOD which has been included with Solution IV The example given below will run End of Day every night at 10 00pm 22 cd u basic880 b IPLEOD To enable the cron process for your use issue the crontab command as follows crontab s4eod To list the contents of your user cron command enter crontab 1 To remove all per user cron commands enter crontab r 14 Copyright 2014 Thoroughbred Software International Inc Automatically Running the Batch Report Selector The Solution IV Batch Report Selector may be set up to automatically run unattended at night This is done by setting up a UNIX AIX Linux cron facility w
13. ement PMD PMK PMP FormsCreator FTD FTK FTP Credit Card Processing CCB CCD CCP Service Contract SCD SCP Also an IPLINPUT file will be installed for use with Solution IV called IPLSOL4 4 Copyright 2014 Thoroughbred Software International Inc Deleting Unwanted Modules When loading the Solution IV CD all Solution I V modules are installed on the hard drive Before running Solution IV and the INSTALL program you will want to remove the unwanted modules from the system as follows cd u basic880 SOL4 USR rm xx4FIL xx40BJ Where xx is the module code to be removed as follows AP Accounts Payable AR Accounts Receivable BR Bank Reconciliation CC Credit Card Processing FA Fixed Assets FT FormsCreator GL General Ledger IC Inventory Control OP Order Processing PM Prospect Management PO Purchase Order PR Payroll SC Service Contract TA System Utilities If you do not remove unlicensed modules the Solution IV activation code included with your order will not properly activate your system Completing the Installation Once all the installation files have been copied to the hard disk execute OPENworkshop making sure that you are using the IPLSOL4 file that has access to the Solution IV files Example b IPLSOL4 Now proceed to the section titled Running the Installation Program for further instructions 5 Copyright 2014 Thoroughbred Software International Inc Installing the Media Windows
14. f you want all of your accounting personnel to have access to all of the accounting modules simply add or edit group 1 so that each of their operator codes is in the list However if you want only selected operators to have access to selected modules you will need to set up a group for each module with the appropriate list of operator codes For further information on how to define the groups please review the documentation found on the Security menu as 0 Documentation 17 Copyright 2014 Thoroughbred Software International Inc Appendix C Solution IlV FormsCreator What is the Solution IV FormsCreator FormsCreator is a powerful cost effective form design and document delivery system based on the industry standard Crystal Reports product that enable organizations to deliver complex business documents according to their business needs Now your core accounting and Point of Sale applications running on UNIX AIX Linux or Windows can deliver laser quality orders invoices purchase orders and customer statements directly to a laser printer fax output or e mail system FormsCreator eliminates the need for expensive pre printed forms their management and warehousing as well as the hassles associated with manual form loading separation and splitting Instead a variety of forms can be selectively printed faxed or e mailed as the demand arises Even the number of copies to print is a setup parameter for each form With
15. g You will need to set up a merchant account with the payment processor which Thoroughbred will help you do If you already have a merchant account with another processor you will need to switch to PPI or Heartland but they have assured us they can meet or beat any other processor s fees You will also need a card swipe device for each workstation accepting credit card payments Both PPI and Heartland are making card swipe readers available for a reasonable cost to Thoroughbred Customers The payment gateway machine requires access to the internet to be used for transmitting information to and from the payment gateway By using an Internet connection rather than the traditional phone modem line processing speed and transmission reliability are improved Is Credit Card Processing required with Solution lV Accounting Credit Card Processing is an optional addition to Solution IV that allows you to automate collection of sales receipts via credit card 21 Copyright 2014 Thoroughbred Software International Inc Installing Credit Card Processing Prerequisites 1 The workstation must be running Windows 2008 or newer The faster the workstation is the faster ODBC will get the data and process the credit card requests therefore a newer class machine is recommended Install Host Server Software 1 Install the Credit Card Processing module 2 IMPORTANT Get a new Module Code and Activation Code after installing Credit Card Proces
16. hich launches the Batch Report Selector Solution IV is distributed with an auto login program called TABREPTA which initiates the batch report selector for your particular operator code The operator code is obtained from the UNIX AIX Linux login id which sets up the cron In this way each operator could define their own cron if desired or a special operator can be defined and used only for running the overnight reports Before setting up your cron command make sure you run the Batch Report Selector from the menu to define which reports you want to run for the operator code being used by the cron command Setting up your cron To set up your cron in UNIX AIX Linux create a file containing your cron command The file should be created in your Thoroughbred Basic directory and called s4rept This file will then use the IPLINPUT file called IPLREPT which has been included with Solution IV The example given below will run the Batch Report Selector every day at 3 00am 3 cd u basic880 b IPLREPT To enable the cron process for your use issue the crontab command as follows crontab s4rept To list the contents of your user cron command enter crontab 1 To remove all per user cron commands enter crontab r 15 Copyright 2014 Thoroughbred Software International Inc Appendix B Menu Security and OPENworkshop Introduction This section discusses the Solution IV security and how it works with OPENworkshop Please
17. lution IV General Information Thoroughbred strongly recommends that you make a full system backup prior to upgrading to Solution IV 8 81 especially if you are upgrading from a version other than 8 80 If possible you may even want to do a test install in a separate directory or on another system especially if any custom changes have been made This way you can make changes to the upgrade routines and take the necessary time to ensure that the live upgrade goes smoothly Upgrading from 8 80 Files often change between releases The TAPINSTO program run in the step just above will fix any files by adding any new fields moving data from one file to another or by changing the field type Upgrading from 8 521 or other early versions There are significant differences between Solution IV 8 521 and 8 81 Please call Consulting Services to assist you with this process When Finished Please proceed to the next section 8 Copyright 2014 Thoroughbred Software International Inc After You Complete the Installation Executing Solution IV To run Solution IV Accounting execute OO then choose Solution IV from the OPENworkshop Main Menu To select a menu option simply use the Up and Down arrow keys or enter the first letter of the menu option description to highlight and select the menu option desired Installation Security As soon as you log in as TA4 or the first time you run a Solution IV program the Solution IV Activation s
18. n this menu gives the details on program changes that were made Source License A Solution IV Source License is simply an in house not for resale copy of Solution V Accounting provided solely for our authorized resellers It is installed using the same instructions as the live Solution IV product Backups It is not necessary to back up Solution IV software programs only your accounting data files The software master is your backup for the Solution IV programs It is important that you make the regular backups of your accounting data For more information about backups see the appropriate chapter in the System Utilities Manual Which Manual Should I Read First If you are new to Thoroughbred Solution IV and want to make the best use of the documentation the System Administrator should start with the System Utilities Manual It will describe how to establish the basis for the Solution V Accounting System Regular operators should start with the module with which they are most comfortable perhaps General Ledger or Accounts Payable To get started read the introduction in each manual and then use the demonstration data to experiment with the system When you are ready to set up your system refer to the Setup chapter in each manual 11 Copyright 2014 Thoroughbred Software International Inc Training Classes Thoroughbred has found that a successful installation is one where those using the system have been fully trained
19. ng the Installation Program For help or assistance in the installation process please call your Sales Support or Services Representative at 800 524 0430 or 732 560 1377 3 Copyright 2014 Thoroughbred Software International Inc Installing the Media UNIX AIX Linux Load Media Change to the relative directory where Basic is installed Example cd u basic880 Clear read and write permissions umask 0 CD When loading from CD mount the drive Sample mount commands are as follows SCO mount r f HS lower dev device name mountpoint AIX mount r v cdrfs dev device name mountpoint HP mount r F cdfs dev device name mountpoint Linux mount mnt cdrom DEC UNIX mount r t cdfs o nonversion dev r34c mountpoint Ver 5 0 mount r t cdfs o nonversion dev disk cdrom0c mountpoint Next the media will need to be loaded on the hard drive as follows Linux cpio ivudB lt mountpoint unixows sol4 Others cpio icvudB lt mountpoint unixows sol4 Subdirectories Loading Solution IV will automatically create a SOL4 directory with the following subdirectories Module Name Subdirectories System Utilities TAD TAK TAP TAB USR General Ledger GLD GLK GLP FSD FSK FSP Accounts Payable APD APK APP Accounts Receivable ARD ARK ARP Inventory Control ICD ICK ICP Order Processing OPD OPK OPP Purchase Order POD POK POP Payroll PRD PRK PRP Fixed Assets FSD FSK FSP Bank Reconciliation BRD BRK BRP Prospect Manag
20. oading the updates please call your support representative IMPORTANT Please verify that this required software has been properly installed before continuing with the Solution IV installation After re installing be sure to re check the Installation Record as found on the System Utilities Menu Solution IV Accounting All Solution I V modules must be at the same version The System Utilities are required for each installation Additionally Purchase Order requires both Accounts Payable and Inventory Control and Order Processing requires both Accounts Receivable and Inventory Control Service Contract Management Credit Card Processing and the UPS WorldShip Interface all require Order Processing If you are installing a new module on top of an existing system verify that all existing modules are the same version as the new module by selecting Display Solution IV Versions from the Solution IV Utilities menu If any existing modules are an older version they must be upgraded before installing the new module IMPORTANT To insure that you are using the correct INSTALL program you should always re install the Solution IV System Utilities when adding a new module to an existing system Backup If you are upgrading an existing Solution V Accounting installation be sure to make a full system backup before continuing Space Requirements The following table estimates the amount of space required by Solution IV Accounting broken down by
21. on its operation Therefore Thoroughbred recommends training courses to be given at your facility These courses may be conducted by Thoroughbred or by your Thoroughbred reseller When classes are conducted at your site you have the advantage of being able to utilize both the standard training materials as well as begin the setup of your live system The goal is to have the initial system up and running at the end of the initial training period Depending on your needs more training can be scheduled after the initial training is complete Classes on other Thoroughbred products and customized training classes can be developed to suit your requirements For pricing or to arrange training through the Thoroughbred Services Group please contact the Thoroughbred Sales Department at 800 524 0430 or 732 560 1377 Customer Support For support after the initial installation and training period direct services customers may call their Thoroughbred Services Representatives at 800 524 0430 or 732 560 1377 x4131 Dealers should contact Thoroughbred Customer Support at the above numbers Users who licensed Solution IV through a Thoroughbred reseller should contact their Thoroughbred reseller for assistance 12 Copyright 2014 Thoroughbred Software International Inc Appendices Appendix A Automatic Scheduled Updates Appendix B Menu Security and OPENworkshop Appendix C Solution V FormsCreator Appendix D Solution IV Credit Car
22. plications to be installed One copy of the Software License Agreement One Software Registration Card for each application which should be filled out and returned to Thoroughbred One Solution IV Activation Card containing important Serial numbers your module code and your Solution IV Activation Code Please verify that you have received all of the required materials before continuing Required Products Solution V Accounting depends on a correctly configured Thoroughbred Environment in order to run properly The required components are listed below Please refer to the specific OPENworkshop and VIP manuals for further instructions on installing or upgrading these applications These components are required whether you are running Solution IV on UNIX AIX Linux or Windows 1 2 You must have OPENworkshop version 8 8 0 which consists of the following components gt Vv Vv VY V WV gt Thoroughbred Basic Dictionary IV OPENworkshop Report IV Source IV Script IV Query IV If you would like to use one or more Windows workstations in order to take advantage of the graphical screens included with Solution IV please contact your Thoroughbred Sales Representative to order the VIP Gateway for Windows version 8 8 0 1 Copyright 2014 Thoroughbred Software International Inc 3 For this release of Solution IV you should also have installed the Thoroughbred updates from our website If you need assistance downl
23. records to use option C for FormsCreator forms See the TA4 operator code for examples b Setup the FormsCreator printer devices using the FormsCreator main menu and tie Operator Preference records to appropriate printer records Printer information may be obtained by printing Windows Printer Test Pages Use the printer name on the test page under Printer name not the Share name Install Workstation 1 2 Install FormsCreator Client software on the client machine Run D FormsCreator setup exe Enter your install directory C crystal is the default name company name host server IP address company code outgoing smtp mail server and user name as requested by the install program During the install you will be asked for another directory name Use your previous install directory plus rpt For example c crystal rpt If you want to modify the forms you will need to license and install Crystal Reports Developer or Professional version 8 5 only Alternatively we have a new version of the FormsCreator client that supports Crystal Reports 2008 Also manually change the Log On for services Solution_IV_FormsCreator and Solution_ V_FormsCreator_Statements from Local system account to your local user and restart the service Test connectivity with ODBC using TS ODBC DataServer Client Run a test report in Solution IV AR Invoices for example If it doesn t work add debug to the end of the os4poll e
24. rsion of Solution IV the old Solution IV icon will still be in the Thoroughbred folder Using Windows Explorer remove the old icon s Now proceed to the section titled Running the Installation Program for further instructions 6 Copyright 2014 Thoroughbred Software International Inc Running the Installation Program Introduction Solution V Accounting uses the standard OPENworkshop installation programs Make sure you have started OPENworkshop using the IPLSOL4 file supplied as follows UNIX AIX Linux b IPLSOL4 Windows From the Solution V Program Group select the Solution IV icon Running INSTALL The installation program INSTALL should now be executed as follows gt From the Thoroughbred Basic Utilities Menu enter INSTALL gt From an IDOL IV menu enter INSTALL gt From Thoroughbred Basic console mode enter RUN INSTALL gt Under OPENworkshop you must run INSTALL using one of the above 3 options Follow the prompts as they are given by INSTALL When you receive the list of modules to install verify that all of the Solution V modules you loaded are on the list Option A will install all of the listed modules Throughout the installation you will be provided with screens giving a summary of the new features found in the version of the module you are installing Object Library IDOL IV INSTALL will install the Solution V modules into the dictionary When the installation nears completion
25. s Solution lV Installation amp Upgrade Guide Solution lV Installation amp Upgrade Guide Preparing the System Installing the Media UNIX AIX Linux Installing the Media Windows Running the Installation Program After You Complete the Installation Appendix A Automatic Scheduled Updates Appendix B Menu Security and OPENworkshop Appendix C Solution V FormsCreator Appendix D Solution IV Credit Card Processing 14 16 18 21 Solution lV Installation amp Upgrade Guide This Thoroughbred Solution IV Installation amp Upgrade Guide covers installing Thoroughbred Solution V Accounting version 8 81 only Use this guide to install the software for the Solution V Accounting series including the following modules gt System Utilities General Ledger Accounts Payable Accounts Receivable Inventory Control Order Processing Purchase Order Payroll Fixed Assets Bank Reconciliation Prospect Management FormsCreator Credit Card Processing Service Contract Vv Vv Y Y VW VW VW VW VW VW VW VW WV WV Source License Preparing the System Introduction These installation instructions refer to the actual installation of the Solution IV Accounting media onto your system and the running of the installation programs Package Contents You should have received the following software and documentation for each Solution V Accounting application purchased gt gt One CD containing all of the ap
26. sing Host Software 3 Install TS ODBC DataServer on the server 4 The Credit Card Processing install program will create a data source called SOL4CC with the following files exposed Please note that the following files must actually exist for both the DEM and live companies CCLPARM1 CCLSOCK1 TALINST1 5 Setup Host Credit Card Processing Parameters a Enter the Credit Card Processing Parameters for each merchant account store using the merchant account information from PPI or Heartland Install Workstation 1 Install Credit Card Processing Client software on the client machine 2 PPI Run D Credit CC_PPlI setup exe Heartland Run D Credit CC_HL setup exe Enter your install directory C curl is the default name company name and host server IP address 3 During the install you will be requested to install Open SSL Choose the defaults and complete the install 4 Test connectivity with ODBC using TS ODBC DataServer Client 5 Your payment processor will setup a test account Enter an invoice for a penny using Solution IV Order Processing and process the payment with your credit card Verify the transaction was processed using your payment processor s website Then delete the invoice which will void the transaction 6 Ifit doesn t work add debug to the end of the os4curlv2 exe or the os4curlv3 exe command and look for errors in os4service log 22 Copyright 2014 Thoroughbred Software International Inc
27. th Solution lV Accounting FormsCreator is an optional addition to Solution IV that allows you to print custom forms on your laser printer or e mail them in pdf format to your customers Solution IV will still allow you to print on pre printed forms logo paper or plain paper as well 18 Copyright 2014 Thoroughbred Software International Inc Installing FormsCreator Prerequisites 1 The product is designed to print to network shared printers or local printers on the Windows workstation being used as the print server It is recommended that this workstation be dedicated as the print server and not be shared for other purposes The workstation must be running Windows Vista Windows Server 2008 Windows 7 Windows 8 or Windows Server 2012 The faster the workstation is the faster ODBC will get the data and process the print requests therefore a newer class machine is recommended All forms printers must be defined as network printers and shared on the print server workstation client machine If you have more than one location a VPN is usually required in order to facilitate this printer sharing Install Host Server Software 1 23 4 5 Install the FormsCreator module IMPORTANT Get a new Module Code and Activation Code after installing FormsCreator Host Software On the host update the tags to be used for ALL reports using the General Tags Maintenance on the FormsCreator main menu a Important tags are
28. xe command and look for errors in debug log found in the c crystal directory 20 Copyright 2014 Thoroughbred Software International Inc Appendix D Solution IV Credit Card Processing What is Solution IV Credit Card Processing Solution IV Credit Card Processing released with version 8 53P is an integrated solution to processing and validating credit card payments through your accounting system Seamlessly integrated with Order Processing the credit card is swiped from the Order or Invoice Entry Payment screen The card is then processed and the authorization code transmitted back to the entry screen The system also handles on account payments through Cash Receipts Entry to pay open customer invoices with a credit card Thoroughbred has teamed with Payment Processing Inc PPI and Heartland Payment Systems both industry leaders in integrated credit card transaction processing By eliminating the need to enter credit card information by hand you reduce card information errors charge backs and fraud Both PPI and Heartland offer a discounted rate when a card swipe is used and all magnetic stripe information is captured and transmitted The payment processor side of the system comes standard with a credit card transaction Web based interface which gives immediate results of all card transactions processed as well as daily financial reports to help reconcile your merchant account What is needed to use Credit Card Processin
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