XDBC Documentation
Contents
1. Passport AP00 When using a text editor it may be easiest to select the line and use a search and replace tool For example you may search for C Program Files PSI PBS and replace it with P Passport Multi Company Setup When accessing a second or more companies make a copy of the PBSxdbc00 cfg text file and rename it to the company you are accessing If you are gaining access to Company PS then rename it to PBSxdbcPS cfg You must alter the paths to the PBS data files See the section above Altering Paths to PBS Data Files You must also change the company number Look for the following line filename wildcard 00 The company number is represented by the last two characters If you are accessing company PS in PBS then the line must be changed to filename wildcard SS PS Advanced Options Setup Unless you are an advanced user we recommend that you do not make any changes to Advanced and other options in the configuration file Ifyou are writing data from an external application back to PBS please read this Passport Software Inc 24 Passport Business Solutions Changing Read Only to Read Write Warning Please be aware that setting the XDBC option to Read Write will allow the user to change data within the Passport Business Solutions files from some external applications PBS data integrity can become corrupted if an incorrect value is entered in a PBS file We highly recomme2. 9 Click Install to begin the installation You may click back to change any of your installation settings 10 The Activator Wizard 8 0 0 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 11 A Complete screen will display Click on Finish Step 2 Install the PBS ODBC Catalog PBS must be installed before you can do this step For these instructions Installing the PBS ODBC Catalog for Windows Following these instructions and then go to step 3 Passport Software Inc 30 Passport Business Solutions Step 3 Install the AcuXDBC Configuration File There are two separate configuration file installations One is for the financial distribution modules and the other for the financial manufacturing modules Both are on the PBS ODBC Catalog disk To install the financial distribution configuration file select PBS XDBCcfg exe To install the financial manufacturing configuration file select Mfg XDBCcfg exe Configuration File Location Note During the installation there is an option to change the directory Use the default directory of C Program Files Acucorp Acucbl800 AcuGT However if the AcuXDBC was not installed in the standard location then you must find the Acucbl800 AcuGT directories on your system and install the configuration file there Step 4 AcuXDBC Configuration file setup For these instructions s
3. Conditions Nothing contained in this Agreement shall be deemed to constitute either party as the agent or representative of the other party or both parties as joint venturers or partners for any purpose Licensee s supplier of the Software referred to herein as a Passport Partner is an independent contractor in relation to Passport and is not an employee agent or partner of Passport This License Agreement is governed by the laws of the State of Illinois and jurisdiction for any claim or controversy raised by Licensee against Passport Software Inc shall only be in the Circuit Court of Cook County State of Ilinois If either party commences any action or proceeding against the other party to enforce or interpret this License the prevailing party in such action or proceeding shall be entitled to recover from the other party the actual costs expenses and attorneys fees including all related costs and expenses incurred by such prevailing party in connection with such action or proceeding and in connection with obtaining and enforcing any judgment or order thereby obtained This License and the rights and obligations hereunder may not be assigned in whole or in part by Licensee except to a successor to the whole of Licensee s business without the prior written consent of Passport In the case of any permitted assignment or transfer of or under this License this License and all of its terms and conditions shall be bindin
4. Manufacturing Modules Or using Windows Explorer browse to the disk and double click on the pbs ODBC Cat exe for the Financial and Distribution installation For the financial and manufacturing install double click on mfg ODBC Cat exe Passport Software Inc 20 Passport Business Solutions 4 You will be prompted for a path The path is defaulted to C Program files PSI PBS The standard location for PBS ODBC Catalog is in the top level Passport Business Solutions directory If the PBS ODBC Catalog files have been installed correctly you will find it under the folder XDBC SYSCAT under 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 PBS your PBS ODBC Catalog files must be installed in C PBS XDBC SYSCAT Passport Software Inc 21 Passport Business Solutions 4 AcuXDBC Product Configuration After you have installed extend 8 AcuXDBC Data Interface for Windows and the PBS ODBC Catalog you must configure the system There are two parts to the configuration 1 AcuXDBC Configuration File Path Entries Enter the paths in the PBS AcuXDBC Configuration file as needed to access the PBS Company 00 data files A separate Configuration file is required for each PBS company and path entries to each module will be needed as well 2 Data Source Name Configuration Configure a Data Source Name DSN that will connect your P
5. and any other user needs to have access then you must log on as that user and make this Environmental Variable entry Variable name GENESIS HOME Variable value C Program Files Acucorp Acucbl800 AcuGT Installing the PBS ODBC Catalog for AcuXDBC in Windows Working with the AcuXDBC driver the PBS ODBC Catalog provides access to PBS data files It is also required for the AcuXDBC Server installation on a Windows Server There are two Windows installations provided on the disk One is for only the PBS financial and distribution file access The other is for the manufacturing and financial files The installation of the PBS ODBC Catalog for UNIX and Linux is covered in the AcuXDBC for UNIX Linux Server Installation and Configuration section later in this document The ODBC Catalog must be installed in the XDBC directory folder under your PBS top level directory folder Do the following steps for the installation 1 You must be on the computer or have drive letter access to where PBS is installed 2 Insert your PBS ODBC Catalog disk into the disk drive It will auto start If it does not auto start then using Windows Explore navigate to the disk drive and click on default htm 3 To start the installation for the Financial and Distribution catalog select PBS ODBC Catalog For Financial and Distribution Modules To start the installation for the Financial and Manufacturing catalog select PBS ODBC Catalog For Financial and
6. by Microsoft This standard allows data to be exchanged between database systems that use incompatible data access methods This is the standard used by Acucorp to make Passport Business Solutions data available to ODBC enabled applications such as Excel Access or Crystal Reports Read_Only This indicates that you may only create reports lookups and view PBS data The AcuXDBC configuration defines this option Read_Write This indicates that you can alter PBS data through ODBC from an external application such as Microsoft Access The AcuXDBC configuration file defines this option Take care in using the Read_Write option There is a potential of making the data in PBS unusable when writing wrong types of data to certain fields Record Records are comprised of one or more related fields For example an employee record might contain a first name last name social security number and marital status fields Row This term is used when referring to relational databases A row can be considered the same as a record as defined above Passport Software Inc 16 Passport Business Solutions PBS ODBC Catalog This is where the definitions to the PBS data files are stored When you access PBS files via the ODBC standard it looks at the PBS ODBC Catalog to determine which PBS files and fields that can be accessed System Catalog This is Acucorp s general term noted in their documentation for what this documentation calls the PBS ODBC
7. controls access to the Software Passport Software Inc 3 Passport Business Solutions Updates to the Software made available to Licensee through the Passport Update Programs shall be treated for all purposes as Software under this License and all intellectual property rights therein shall be retained by Passport 4 Limited Warranty and Disclaimers Passport warrants that the CD ROM and or other media on which the Software and User Documentation is recorded are readable by a compatible hardware system For a period of 90 days the Warranty Period after the initial date of this license if Licensee discovers any defects in the readability of the original CD ROM and or other media Licensee may return it to Licensee s Passport Partner your Passport Software supplier or Passport for a free replacement which is Licensee s sole and exclusive remedy in the event of such defect s EXCEPT AS SPECIFICALLY PROVIDED HEREIN THE SOFTWARE IS NOT ERROR FREE AND IS BEING PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND PASSPORT SOFTWARE INC ITS PROGRAM LANGUAGE SUPPLIERS AND OTHER VENDORS HEREBY DISCLAIM ALL WARRANTIES WHETHER EXPRESS OR IMPLIED ORAL OR WRITTEN WITH RESPECT TO THE SOFTWARE INCLUDING WITHOUT LIMITATION ALL IMPLIED WARRANTIES OF TITLE NON INFRINGEMENT MERCHANTABILITY FITNESS FOR ANY PARTICULAR PURPOSE COURSE OF DEALING OR TRADE USAGE NO WARRANTY IS MADE REGARDING THE RESULTS OF ANY SOFTWARE OR SERVICES OR T
8. in the other Passport Software Inc 36 Passport Business Solutions Configuration file Enter the configuration file name that you set up on the server The default is PBSxdbc00 cfg This is the default configuration file name for company 00 The name you enter must have a matching file name on the server Database security There are three fields that you must enter Username Enter the username Enter a name for accessing data on the server If security is not an issue enter the user name as system Password Enter the password for accessing your data If security is not an issue enter the password as manager Confirm Password Re enter the password that you entered in the password field If it does not match this message displays Password values don t match Please re enter the passwords If you enter the username as system and the password as manager you will not be prompted for a user name and password when you access PBS data The following is a screen shot of the entries for AcuXDBC Server AcuXDBC Setup General Advanced Logging Data Source Name XYZ Company 00 Description M Network driver Hostname 193 170 55 1 Port 20222 Configuration File PBSxdbc00 cfg Database security Username system Password eee Confirm Password p Passport Software Inc 37 Passport Business Solutions Click on OK to create your Windows DSN This completes the configuration of the client If your
9. option on the right side Click on the box next to AcuXDBC Server Remote Processing for AcuXDBC Online Documentation installation is only recommended for administrators and those wanting to utilize some of the advanced options such as SQL commands Then click on Next ie extend R Version 8 0 Installation Wizard extend R Yersion 8 0 Please select the extend R Version 8 0 products you wish to install Clear the products you wish to uninstall CI ACUCOBOL GT Development System C ACUCOBOL GT Compiler 4 AcuXDBC Server Remote Processing for AcuxDBC o po e o AcuXDBC Enterprise Edition Cl AcuServer Distributed Data Server J ACUCOBOL GT Web Runtime DJ Acu4GL for Oracle RDBMS Access LJACUCOBOL GT Thin Client Cl Acu4GL for Microsoft SQL Server RDBMS Access ACUCOBOL GT Web Thin Client Cl Acu4GL For DB2 RDBMS Access 0 ESTA Cross platform User Interface JAcusGL for Sybase RDBMS Access n AcuBench J Acu4GL For ODBC Bee Access Integrated Development Environment El AcuSOQL Precompiler RDBMS Access Using ESQL J ACUCOBOL GT Console Mode Runtime AcusqL Runtime RDBMS Access Using ESQL J ACUCOBOL GT alt Term Mgr Runtime M Online Documentation J AcuConnect Distributed Processing AcuConnect Thin Client 8 The Installation Settings window will display Do not change the options selected by default and click on Next to continue The setup will copy the AcuXDBC Server components into the directory location
10. usr pbs bin xdbcsrvr z p20222 This means that the AcuXDBC server is started on port 20222 To confirm that the server is started type acuxdbcs sh start 1 A message will display similar to this usr pbs bin xdbcsrvr z p20222 log A tcm_ lt PID gt log file gets created in the directory where you ran the confirmation If you attempt to start AcuXDBC server when it is already started you will get the following message usr pbs bin xdbcsrvr z p20222 root redhat72 pbs bind Address already in use Stop AcuXDBC Server You should be in the top level PBS directory to stop the server To stop the server type acuxdbcs sh kill A message will display similar to this Sending vtxnetd suicide request to redhat72 Done Configure the Client DSN 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 disk labeled extend 8 Version 8 for 32 bit Microsoft Windows and you must have a Product Code and Key The installation instructions are found in the section of this document called Installing AcuXDBC On the client system Run the Windows ODBC configuration tool This is located at Start Settings Control Panel Data Sources ODBC O
11. BS ODBC Catalog files with your actual Passport Business Solutions data files This is done using the Windows ODBC Data Source Administrator You must install the PBS ODBC Catalog for AcuXDBC before you do these steps The following sections contain data and examples of the Data Source Name Configuration and the AcuXDBC Configuration File Path entries AcuXDBC Configuration File There is a text file called PBSxdbc00 cfg that requires a separate installation This file may require some editing in order for AcuXDBC to function properly Installation of the AcuXDBC Configuration File There are two separate configuration file installations One is for the financial distribution modules and the other for the financial manufacturing modules Both are on the PBS ODBC Catalog disk Do the following steps for the installation 1 You must be on the computer or have drive letter access to where PBS is installed 2 Insert your PBS ODBC Catalog disk into the disk drive It will auto start If it does not auto start then using Windows Explore navigate to the disk drive and click on default htm 3 To start the installation for the Financial and Distribution AcuXDBC Configuration file select Passport Software Inc 22 Passport Business Solutions AcuXDBC Financial Distribution Default Configuration file for PBS Or to start the installation for the Financial and Manufacturing AcuXDBC Configuration file select AcuXDBC Financial Manufacturin
12. Catalog Table This term is used when referring to relational databases A table can be considered the same as a Data file as defined above XFD This is an abbreviation for external file definition and it is an extension for a file type used with AcuODBC a product previously supported by PSI for ODBC access which has many similarities with XDBC The XFD file is the major component of AcuODBC However for XDBC an xfd file is only an intermediate step for creating a PBS ODBC Catalog The PBS ODBC Catalog is the major PBS component with AcuXDBC In most cases you will not have to be concerned with XFD files when using AcuXDBC If you need to modify an XFD and create a custom PBS ODBC Catalog please contact PSI development for instructions Each XFD file contains a definition for one PBS file An example is ap_venfil00 The ap represents Accounts Payable The venfil represents Vendor file The 00 means it is for company 00 Passport Software Inc 17 Passport Business Solutions 3 AcuXDBC and PBS ODBC Catalog Installations Installing AcuXDBC The following installation instructions apply to AcuXDBC Version 8 x Windows single user or client A client install means the PBS data is accessed over a network through AcuXDBC Server Acucorp s extend 8 AcuXDBC product is the driver program for AcuXDBC access to Passport Business Solutions Acucorp Vision data files AcuXDBC acts as a gateway to your Passport Busines
13. HAT ALL ERRORS IN THE SOFTWARE WILL BE CORRECTED REGARDLESS OF THE FORM OR NATURE OF ANY CLAIM SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED WARRANTIES AND DO NOT ALLOW A LIMITATION ON HOW LONG ANY IMPLIED WARRANTY LASTS SO THE ABOVE LIMITATIONS MAY NOT APPLY NO PASSPORT EMPLOYEE SUPPLIER OR AGENT IS AUTHORIZED TO MAKE ANY MODIFICATIONS OR ADDITIONS TO THIS WARRANTY THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE IS WITH YOU SHOULD THE SOFTWARE PROVE DEFECTIVE YOU ASSUME THE ENTIRE COST OF ANY NECESSARY SERVICING REPAIR OR CORRECTION AND ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES IN NO EVENT WILL PASSPORT ITS PROGRAMMING LANGUAGE SUPPLIERS AND OTHER VENDORS DISTRIBUTORS OR DEALERS PASSPORT PARTNERS BE LIABLE FOR ANY DAMAGES INCLUDING LOSS OF DATA LOSS OF PROFITS OR DIRECT OR INDIRECT INCIDENTAL SPECIAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE SOFTWARE EVEN IF THEY HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF IMPLIED WARRANTIES OR LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU THE FOREGOING RESTRICTIONS DISCLAIMERS AND LIMITATIONS SHALL APPLY AND REMAIN IN FORCE EVEN IN THE EVENT OF A BREACH BY PASSPORT HEREUNDER OF A CONDITION OR FUNDAMENTAL TERM HEREUNDER OR IN THE EVENT OF A BREACH WHICH CONSTITUTES A FUNDAMENTAL BREACH 5 General Terms and
14. PBS ODBC Catalog for AcuXDBC and AcuXDBC Server Installation and Configuration Guide Passport Business Solutions Version 11 x September 2008 Pass ssport ws a5 Passport Software Inc PBS ODBC Catalog for AcuXDBC and AcuXDBC 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 Copyright Passport Software Inc 2008 All Rights Reserved 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 Passport or PSI has taken reasonable preventive measures to ensure the accuracy of the information contained in this manual However Passport makes no warranties or representations with respect to the information contained herein and Passport shall not be held liable for damages resulting from any errors or omissions herein or from the use of the information contained in this manual Passport Business Solutions PBS PBS Manufacturing Series and all logos or graphics found on or in this document are trademarks of Passport Software Inc Acucorp ACUCOBOL GT extend 8 and AcuXDBC are tr
15. R EEA AA R 11 2 Concepts and Terms cscccrccsssscssscesscsssessssssevesssssensssssscssscsesssssssssssccesssssessssesesessnesesessssseesssssssssnsscnseonsesssees 15 3 AcuXDBC and PBS ODBC Catalog Installations ssssssssssssssssssssssssesssssesssssssesssssssessssssessssssesssssseessssssesssssne 18 Tnstallng AcuXDBO ate iso ete het eee DT we RSA RA ada EE pt a 18 Installing the PBS ODBC Catalog for AcuXDBC in Windows c ccscsscssessesessessessssessesscscsscseeeesssnssessseeseeessees 20 4 AcuXDBC Product Configuration cccccscssscsssssscssscsssssscssssssssssecsesssessssssssessnessessecsseessesssssssesscesscnsesesees 22 AcuXDBC Configuration File scene iii terre e iara pesada cadeia Teia tosa eia adiar 22 Installation of the AcuXDBC Configuration File terre e aere eram nene eeaeaa aaa ra cera en aeaaeracana e aeneeranoa 22 Modifying the Configuration File Paths and Settings Multi Company ccccccccccccceesseeseeeeceneteceenseeneeeeeesees 23 Data Source Name Configuration Example cccccccsccssscsseseeceseeseecaeeeseeeseesaceseeeseensecaeceaecaecaaecaeecaeeeaeseaeeneeenreeas 25 Accessing the ODBC Data Source AAMinistrator cccccccccccccecesssecceseescesesseesecieesecuseescnseeseesesseeesieseecnseeeeeaeeeeeaees 25 Add and Configure the Data Source NAME cccccccccssssssesesseesecsseeecseescsesseesecseesecsecseesecneseeceeeseeseeeeesesenaeeeeeaees 26 ODBC Enabled Application Installation and Con
16. a and ODBC enabled applications such as Microsoft Office applications AcuXDBC gives ODBC enabled applications access to your Passport Business Solutions data files The AcuXDBC driver is used to create the data source that you will use in real time to access your Passport Business Solutions data PBS ODBC Catalog for AcuXDBC and Multi Company Configuration Passport Software Inc has created a PBS ODBC Catalog that is used in conjunction with AcuXDBC to provide access to your Passport Business Solutions data This PBS ODBC Catalog is specific to the format of your Passport Business Solutions data files and it allows AcuXDBC to properly organize the data within these files for ODBC enabled applications The same ODBC Catalog is used for each company in PBS however a separate configuration is required for each company AcuXDBC Requirements In order to interface your Passport Business Solutions data with a Windows application through AcuXDBC you must be able to provide the following environment for Acucorp extend 8 AcuXDBC Data Interface for Windows Microsoft Windows 98 SE Windows NT Windows 2000 Windows XP Windows Vista for the single user or client installation Passport Software Inc 3 Passport Business Solutions For a server installation the Windows operating system required is either Windows 2000 or Windows 2003 A server installation is only needed if you are installing AcuXDBC Server A server installation will pr
17. ademarks of Acucorp Inc Windows is a registered trademark of Microsoft Corporation in the United States and other countries All other tradenames and logos are trademarks of their respective companies Passport Software Inc 2 Passport Business Solutions ATTENTION ONLY LICENSEES CURRENTLY ENROLLED IN THE PASSPORT UPDATE PROGRAM PUP ARE PERMITTED TO INSTALL AND USE SUBJECT TO THE TERMS AND CONDITIONS OF THE LICENSE AGREEMENT BELOW THE ENCLOSED SOFTWARE License Agreement 1 License Grant Passport Software Inc Passport hereby grants to Licensee and Licensee accepts a non exclusive license for the enclosed Software with the rights terms and conditions as detailed in this License Agreement a You may install and use the Software on a single computer system or single computer file server for your own internal business purposes provided you the Licensee do not exceed the number of concurrent users licensed by Passport to access the Software If Licensee wishes to increase the number of licensed concurrent users Licensee must contact Licensee s Passport Partner your Passport Software supplier or Passport directly b You may make backup copies of the Software as required for your own internal business purposes provided that you reproduce all copyright notices and other proprietary notices on each copy made Backup copies may be used at any time to re install the enclosed Software in the event of loss destruction or oth
18. asinehinesiteesasshachicesntpedtasiesuaceestevenas es 32 AcuXDBC for UNIX Linux Server Installation and Configuration ccccesecsceeseceseceeeeseeeseeeeeeeeeeeeeseeeneeeneensees 33 Pre Installation Information m neniesan iaaea i a Eii AE EEA EE EAA AEAEE aA anaE E 33 Install the Acucorp XDBC Server SOftWArEC ccccceceescevesseescesesseeseseeeecseesceseeseeseceesecseeseeseeseesecieeseenseereeaeeseeaees 33 Set the Following Server Environmental Variables c ccccccccssssssesceeescueeseescusesseesecseesecseeecnseeseesecseeaesesenaeeaeeas 34 Configure the Acucorp XDBC Server Software ccccccecscseseessesecuseescusesseesceseesceseceseecseesceseesesaeseseesneseneeaeeaeeaees 34 Activate the A cuX DBC Server sis sc ccsccivcc ses sce case E AE Nisa ea VSEE LONEOS AESA EEA DEU Sakae as nina cao 34 Mart A CUXDB CAS CPVEN Shin mei E ees ta hs Ose ieee dtc a CREA SOARES TON REA Doane had Fat Cee eU 34 SOP A CUXD BE Serve ses cri alt iN gk sa de een Ae Nae O Ci ook Ls Se aad E do Cd a Co 35 Configure the Client DSN for a Connection to the Server ccccsccccccsssesseesseeseeeeceeseeseceseceseceaecaecaeecaeeeaeeeseeneeenseees 35 Configuration fe ds io cen at Soe case ta E oe SURTO TENDA OR a ROIS ea cue ob oe sel eed ad ts CER ST 37 Database SCCUTILY eim sala ccna g wh oes ema Dak es add ada inate Oct ad Check de a AG dee hee spears 2 EO ad 0 hase 37 Test the AcuXDBC Server Client Installation cece enen AE E NEEE EEE E EEEE 38 Where to go fro
19. ategory File Change Item File I C Keyword File Warranty Coverage File I C Codes File Distribution to G L File Item Notes File Warranty Codes File Serial File Inventory Account File Inventory Transaction Job File Item 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 Additional Job Description File Job Detail File Inactive Job Detail File Detail Holding File Distribution to G L File ODBC Catalog file name IC_ALTITM IC_CATEGF IC_CNGITM IC_CKEYWF IC_COVFIL IC_ICCODS IC ICDIST IC ICNOTF IC ICREFM IC ICTRKF IC INVACT IC INVTRX IC ITMFIL IC ITMNUF IC ITXHIS IC KITFIL IC LAYFIL IC PRCFIL IC SERHIS IC STAFIL IC STATFI IC SUBCAT IC UNITFI IC WHSFIL IC WKOCST IC WKOFIL IC WKOHDR IC WKOLIN ODBC Catalog file name JC CATFIL JC CSTTRX JC DESCFI JC DTLFIL JC DTLFIX JC HLDFIL JC JCDIST Passport Software Inc 8 Passport Business Solutions 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 File Purchase Order PO File name P O Auxiliary File Distributi
20. comply with all laws legislation rules regulations and governmental requirements with respect to the Software and the performance by Licensee of its obligations hereunder of any jurisdiction in or from which Licensee directly or indirectly causes the Software to be used or accessed In the event that this Agreement is required to be registered with any governmental authority Licensee shall cause such registration to be made and shall bear any expense or tax payable in respect thereof This non exclusive license is effective for the useful life of the Software However this license will immediately terminate if you fail to comply with any term or condition of this Agreement Upon termination you must destroy all copies of the Software A new version of the Software replaces the version of the Software previously licensed Use of a new Software version terminates the license to use that part of the Software replaced by the new Software version and Licensee shall destroy or return to Passport all copies of any prior Software version previously licensed EXCEPT AS STATED ABOVE YOU MAY NOT COPY TRANSFER OR DISTRIBUTE THE SOFTWARE TO OTHERS AND ANY UNAUTHORIZED COPYING TRANSFER OR DISTRIBUTION SHALL AUTOMATICALLY TERMINATE YOUR LICENSE 2 Passport Update Program Passport makes available its subscription update service Passport Update Program PUP to licensees of the Software Only licensees having current and up to date en
21. d this information via email Also note the following e Verify that you have a consistent network connection between your Windows clients and your Unix Linux server Install the Acucorp XDBC Server software You must have the XDBC Server product code and key to complete this installation and this can be found on the piece of paper titled Important Licensing Information The product code and keys for AcuXDBC is different than the code and keys for AcuODBC Server 1 Mount the PBS ODBC Catalog disk in the disk drive using the appropriate mount command for your operating system On some systems the disk may auto mount 2 Copy the tar file which matches your operating system to the top level directory of PBS The tar files are Operating system Tar file name Linux 2 2 Inx22xdbc1 16 tar Linux 2 3 Inx22xdbc1 16 tar SCO UNIX 5 06 sco506xdbcl16 tar SCO UNIX 5 07 sco507xdbcl 16 tar SCO UNIX 6 0 sco60xdbc1 16 tar Un tar the file using a command similar to the following Passport Software Inc 33 Passport Business Solutions tar xvf Inx23xdbcll6 tar This tar file will install the Acucorp XDBC Server software and the PBS ODBC Catalog for XDBC Set the Following Server Environmental Variables Please be sure to add the following environment variables to your system either manually or configure the system profile etc profile so the variables are set during system startup GENESIS HOME should point to the top level dir
22. ectory of PBS LD LIBRARY PATH should point to the bin directory in the top level directory of PBS PATH add the full path of the bin directory in the top level directory of PBS Here are some examples GENESIS_HOME usr pbs LD LIBRARY PATH usr pbs bin PATH SPATH usr pbs bin export GENESIS HOME LD_LIBRARY_PATH PATH Configure the Acucorp XDBC Server Software Setup the pbsxdbc00 cfg file e Go to the top level PBS directory and edit the pbsxdbc00 cfg file with your favorite text editor e Change the following fields changing usr pbs to the path of your current PBS installation If your default install of PBS is home pbs you will need to change usr in usr pbs to home dictsource usr pbs syscat file prefix usr pbs XDBC data usr pbs AP00 usr pbs ARO0 usr pbs CROO usr pbs GLOO usr pbs IC0O0 usr pbs JC00 usr pbs 0E00 usr pbs P000 usr pbs PROO usr pbs PS00 usr pbs RW00 usr pbs SA00 usr pbs TB00 u sr pbs Activate the AcuXDBC Server You must have the AcuXDBC server product code and key to do this Navigate to the usr pbs bin directory and type activator Enter the product code and product key Follow the instructions on the screen Start AcuXDBC Server You should be in the top level PBS directory to start the AcuXDBC server To start the server type acuxdbcs sh start Passport Software Inc 34 Passport Business Solutions A message will display similar to this
23. ee the section AcuXDBC Configuration File Be sure to create an AcuXDBC Configuration file for each PBS company you want to access via ODBC Then return to step 5 Starting the XDBC Service Step 5 Starting the AcuXDBC Service You will need to start the AcuXDBC Server by running a batch file Open a command prompt and navigate to this directory C Program Files Acucorp Acucb1800 AcuGT bin If you are starting the service on the default port of 20222 type the following acuxdbcs bat start If you wish to open any other port number type the following acuxdbcs bat start n port number If you need assistance selecting or enabling a port consult your system administrator Note This is not a Windows Operating System Service You will not find it as a Computer Management Service It must be re started every time the server is turned off and on or re booted You may add a batch to the startup directory that contains the above command To verify that the service is started type at a command prompt acuxdbcs bat info If the service is started a message like this will display vtxnetd is alive and kicking first attempt Step 6 Install and Configure the AcuXDBC Client for Windows Skip to the section below called Configure the Client DSN for a Connection to the Server for the steps Passport Software Inc 31 Passport Business Solutions Security Considerations When you set up the DSN you must enter a user name and passw
24. ens your ODBC Data Source Administrator window You use this application to configure your Passport Business Solutions AcuXDBC access You may elect to create a User DSN or System DSN as it relates to the first two 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 The User and System DSNs produced via the AcuXDBC drivers do not display in the File DSN list Drivers This will help you determine which drivers are installed on your workstation Following the installation of AcuXDBC you will see the Acucorp AcuXDBC driver as one of the available drivers If you do not see the driver listed here then it has not been installed or has not been installed properly Add and Configure the Data Source Name Once you have determined if this is a User or System DSN select the appropriate tab and add this data source to the list Left Click on Add You will be prompted to select a driver that you want to use for a data source Select the Acucorp AcuXDBC driver This is the driver that will be used to access Passport Business Solutions data Left Click on AcuXDBC Click on Finish The following AcuXDBC Setup window will display Pa
25. er malfunction of the Software c You may only transfer the Software and this license to a successor to the whole of Licensee s business provided the successor agrees to accept the terms and conditions of this agreement If you transfer the Software you must report to Passport the name of the new user of the Software and you may not retain any copies of the Software yourself once you have transferred it No other transfers of the Software are permitted without the prior written consent of Passport Software Inc Licensee shall not export or re export directly or indirectly including via remote access the Software Documentation or other information or materials provided by Passport hereunder to any country for which the United States or any other relevant jurisdiction requires any export license or other governmental approval at the time of export without first obtaining such license or approval from Passport It shall be Licensee s responsibility to comply with the latest United States export regulations and Licensee shall defend and indemnify Passport from and against any damages fines penalties assessments liabilities costs and expenses including reasonable attorneys fees and court costs arising out of any claim that Software Documentation or other information or materials provided by Passport hereunder were exported or otherwise accessed shipped or transported in violation of applicable laws and regulations Licensee shall
26. es File Time Worked Distributions File Time Worked File Void Payroll Check Name File Void Payroll Check Information File Year to Date History File Passport Software Inc 6 Passport Business Solutions ODBC Catalog file name GL BUDGET GL CHARTF GL CMPRTV GL CNGCOA GL FSSPEC GL GLCODS GL GLCTLF GL GNJTRX GL GRPFIL GL LAYCOL GL LAYOUT GL MLTRXD GL MLTRXH GL PRDFIL GL TRXFIL GL STJTRX ODBC Catalog file name PR CHKFIL PR CNGEMP PR DEDCOD PR EMPDDA PR EMPEXT PR EMPFAU PR EMPFIL PR EMPSAU PR KHISFL PR MANDIS PR MANTRX PR MCSFIL PR PRDIST PR PRERMF PR QTDHIS PR SCDHIS PR TAXCOD PR TIMDIS PR TIMTRX PR VDMTRX PR VDPCHK PR YTDHIS PBS Company System Files RW File name ODBC Catalog file name Valid G L Account File RW_ACCTFI Bank File RW_BNKACT Cash Account File RW_CSHACT Return Reason File RW_RSNFIL This file is common to all companies PBS Common Files RW File name ODBC Catalog file name Multi company File RW MLTCMP Passport Software Inc 7 Passport Business Solutions Distribution Files The following is a list of the PBS Distribution Series modules table identifiers for the module and the files you can access via the PBS ODBC Catalog Additional information about most of these files can be found in the Passport Business Solutions Administration manual for each module in the appendix titled Initializing Data Files Inventory Control IC File name Alternate Item File Item Product C
27. figuration ccc seesecsseeeceeeeeceseeecesecseesecneesecsaeeesseceaeenceneearenee 28 5 Server Client Installation and Configuration sscssssesssscsssssssscserssssecsssescsscsesesesscsscsesssessesesscsscesesesssesees 29 ACUXDBC Server Tor WindoOWB sstasastos cssptato cassa o Tos exbsradeutes E E E usb ali aa 29 Pre Installation Information sce sets cies sosszsstayeg reisedeaesd eg Haha eee ost po job ana a A nee Oeste 29 Step 1 Install AcuXDBC Server for Windows cccccccccssssessseesceetuseeecseescesesseeseceeeecaseesceseeseesesesecasesenseeseeaeenes 29 Step 2 Install the PBS ODBC Catalog ii cccccesccscssccssssscescssseceeseessesecacesscuceecesaceacsecaseeccueescesaseeseseeaesecueeeeeeasnseas 30 Step 3 Install the AcuXDBC Configuration File c cccccccccsccesesssesscsseesceseeseesecseeseesecseeseceeeeceseeseeseceeseseseeaeeaeeas 31 Step 4 AcuXDBC Configuration file setup cccccccccsccssssseecseesceseeseeseeseeecseseecseesceseeseeseceeaecaseeeceecevesenseeaeeaeeats 31 Step 5 Starting the ACUXDBC Service ccscccccssccsscsssscsseeseeseeseesecacesecscenesseecessecasesecueeneeseacessceaeeeeaeeseeaeeeeeaseass 31 Step 6 Install and Configure the AcuXDBC Client for Windows n se 31 Security Considerations resessie ninae nine ache tudeapnig araa aeaa slide eb cold avi a a aa bean Da cb nda a dE ilashsa serta tiasa 32 Stopping an ACUX DBC SCrvic a ciscks hese sisesteschasbiceradetdtashavaiceanszsisaphsscebavedt
28. g Default Configuration file for PBS Or using Windows Explorer browse to the disk and double click on the pbs_XDBCcfg exe for the Financial and Distribution installation For the financial and manufacturing install double click on mfg_XDBCcfg exe Configuration File Location Note During the installation there is an option to change the directory Use the default directory of C Program Files Acucorp Acucbl800 AcuGT However if the AcuXDBC was not installed in the standard location then you must find the Acucbl800 AcuGT directories on your system and install the configuration file there Modifying the Configuration File Paths and Settings Multi Company After the install this file is located here C Program Files Acucorp Acucbl800 AcuGT PBSxdbc00 cfg Use Notepad or your favorite text editor to open it Do not use WordPad as this may rename the extension when you save the changes making the file unusable There are several steps of change regarding this file e PBS ODBC CATALOG PATH Defining the path to the PBS ODBC Catalog e ALTERING PATHS TO FIND PBS FILES Defining paths to PBS data e MULTI COMPANY SETUP What to do in order to access a company other than 00 These steps are covered in detail below PBS XDBC PATH Defining the path to the PBS ODBC Catalog This is where the PBS ODBC Catalog is installed The location can vary depending on where your PBS system is installed This is the default location d
29. g upon and inure to the benefit of the successors executors heirs representatives administrators and assigns of the parties hereto This is the complete and exclusive statement of the License between you and Passport and this License supersedes any prior agreements or understanding oral or written with respect to the subject matter of this License If you have any questions regarding this License you may contact Passport at 847 729 7900 or email to psi pass port com Passport Software Inc 4 Passport Business Solutions Table of Contents 1 Introduction csscsscsssssscssscsssssscssscsssesssesssessssssssesensesssessessesseesssessscsssnsesssesssesssssenessneesssssecssessossocssensecnsecnsessoes 3 Product Description sia sis essa serena ok GRE gq A DI a E ASIA a Dae asia 3 ACUXD BC ernesaess reino Ti as ER EEE E NAE ERA P ENE RARA SUAS SECAR SUE CAE Sd Sa TRA Da AETA 3 PBS ODBC Catalog for AcuXDBC and Multi Company Configuration 3 AcuXDBC Requirements ec ic s ccecose getceten cee cegedeedecedicecsteedveseddecdecessedeeddasecedeavsvscegiedelaeeeceesedeededdedeucevanevetveaneetiestee 3 Supported Modules and Files ccccccscccccseccsccesencicesseeite sete esii irin iesi ieir eS isee i i ESEE Eiin E OEK sE a Teia SEKso 4 Financial Files oenen cion gues sek EER AE EE E OR RE E E EE E REE 4 Distribution FL OS ceo oieri aE REE E E OR E ERA EA E tag GA 8 Manufacturing PES ess rerum nean e ot 0 iat E T E EOR E
30. gy 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 first name last name and amount are three 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 Passport Software Inc 15 Passport Business Solutions 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 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
31. ictsource C Program Files PSI PBS KDBC SYSCAT Therefore if your PBS system is located under C Program Files PSI PBS then you do not have to make any changes to the path entries If PBS is located under C PBS then the path to the PBS ODBC Catalog must be changed to dictsource C PBS XDBC SYSCAT If PBS is located on a server and it is mapped to the P drive then the path to the PBS ODBC Catalog should be something like Passport Software Inc 23 Passport Business Solutions dictsource P PBS XDBC SYSCAT Altering Paths to Find PBS Files A path to each module s data files is required In this section there is one line that has a series of paths that indicates the location of the PBS module data files Each path is by module by company If you are only using Company 00 and PBS is installed in Program Files PSI PBS then you do not have to make any changes in this section Use the forward slash for these paths A semi colon comes before each path The first path of C Program Files PBS XDBC DATA is the location of specific AcuXDBC files The remaining paths are for the PBS data files As needed change the path to the XDBC DATA and the PBS data files The configuration file line starts with the following file prefix C Program Files PSI PBS XDBC DATA C Program Files PSI PBS AP00 If PBS is located under a networked mapped drive of P Passport then the path to the Accounts Payable Company 00 files is P
32. ile AP_APCHKF A P Control File AP_APCTLF Distribution to G L File AP_APDIST A P Form File AP APFRMF Open Item File AP APOPEN A P Transaction File AP APTRXF Change Vendor File AP CNGVEN Vendor Contacts File AP PCOFIL Purchasing Address File AP PURADR Memo Transaction File AP TRXMEM Transaction Distribution File AP TRXDIS Vendor File AP VENFIL Vendor History File AP VENHIS Void Check File AP VOIDCK Passport Software Inc 4 Passport Business Solutions Account Receivable AR File name Accounts Receivable Account File A R Codes File Distribution to G L File Change Customer 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 Recurring Bill Auxiliary File Recurring Bill Header File Recurring Bill Line File Miscellaneous Charges Distribution File Miscellaneous Charges file Sales Rep File Prepaid Payments File Taxes Open File Check Reconciliation CR File name Check Distributions Transaction File Check Transactions File Checki
33. isk labeled Acucorp extend Version 8 for 32 bit Microsoft Windows for the installation of the AcuXDBC Client and AcuXDBC Server e You will need the Product Code and Product Key in order to complete the installation of the AcuXDBC Server This should be on a piece of paper titled Important Licensing Information included with the AcuXDBC shipment You may also have received this information via an email from Passport Step 1 Install AcuXDBC Server for Windows Use the following steps to install the AcuXDBC Server Software on your server You may install either the server or the client first however you may not know what to enter for the client configuration until the server is fully installed Refer to AcuXDBC and PBS ODBC Catalog Installations for client install information 1 Insert the disk labeled extend 8 Version 8 for 32 bit Microsoft Windows into your computer s disk drive 2 The setup dialog box will display Click on Install extend8 products 3 The installation wizard will start Click Next 4 License Agreement screen will display Click Next after you complete the reading of the license information 5 Enter User Name amp Organization 6 The Choose Destination Location screen will display Accept the default directory location and click Next Passport Software Inc 29 Passport Business Solutions 7 The following Select Products screen will display There are 2 columns of selections and it is the second
34. m here Ji ces ieaie E EEEE NE Tama DUAS a OR EEE EEA EE A EAA 38 ADPENAIR AEA E AE EO A E EE A T E E E 39 1 Data Security and Limiting Access to PBS Data E E E E 39 Dy SUP POM PETTEE A EE TAE I AEE EE A AS EEE E AAA E OEE ine ERRAR 40 Passport Software Inc 1 Passport Business Solutions 3 ODBE Performance sia 3 BAGS ehh ect Ak ae ROG A ee RES te RRR co eR A oa AR aad ate 41 A SSOLASUPP OL ves hss pes open qui Guus Gigs Sa oe aaa EO hanks das da ates CNN ao an ven Doda al a alle op Dele TUDO AU CR aa 42 Passport Software Inc 2 Passport Business Solutions 1 Introduction The Acucorp extend 8 AcuXDBC Data Interface for Windows along with the PBS ODBC Catalog for AcuXDBC provides you with direct access to Passport Business Solutions information stored in data files The AcuXDBC 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 XDBC product for Passport Business Solutions consists of two components the Acucorp extend 8 AcuXDBC Data Interface for Windows and the PBS ODBC Catalog files Chapters 3 and 4 cover this installation and configuration NOTE Each of these products is installed separately AcuXDBC Acucorp s extend 8 AcuXDBC Data Interface for Windows is the conduit between your Passport Business Solutions dat
35. mance and speed 4 Install the AcuXDBC Server software on your Passport Business Solutions server With AcuXDBC server all queries and transactions take place on the server processor instead of the local machine which improves performance significantly This option will provide the most performance gain allowing your server to handle all ODBC requests on the server side while still accessing your data from your workstation computer Passport Software Inc 41 Passport Business Solutions 4 SQL Support SQL commands may be used to query and manage PBS data Refer to the AcuXDBC User s Guide in the Acucorp documentation for the available commands If you do not have this document contact Passport Software for assistance Passport Software Inc 42 Passport Business Solutions
36. nd that you fully understand the implications of Read_Write before you allow the use of this setting The default is read only yes If you want to write back to PBS files change the setting to read_only no See Acucorp s AcuXDBC User s Guide for information on the additional options Data Source Name Configuration Example Access of the configuration file is determined in the DSN This must be changed from the default file name as provided following the install Accessing the ODBC Data Source Administrator The following example sets up AcuXDBC access to Passport Business Solutions data installed in C Program Files PSI PBS To setup your AcuXDBC DSN In Windows 2000 Windows XP or Windows Vista Select Start gt All Programs gt Acucorp 8 0 0 gt AcuXDBC gt ODBC Data Source Administrator Or in Windows 98 Select Start gt Settings gt Control Panel gt ODBC Data Sources ODBC Data Source Administrator User DSN System DSN File DSN Drivers Tracing Connection Pooling About User Data Sources Driver Microsoft dBase Driver dbf Microsoft Excel Driver xls MS Access Database Microsoft Access Driver mdb EN An ODBC User data source stores information about how to connect to the indicated data provider A User data source is only visible to you and can only be used on the current machine E Passport Software Inc 25 Passport Business Solutions This op
37. ng Account File Checkbook File Check Control File Distribution to G L File Passport Software Inc 5 Passport Business Solutions PBS ODBC Catalog file name AR ARACCT AR ARCODS AR ARDIST AR CNGCUS AR AROPEN AR COMFIL AR CONFIL AR CSHAPL AR CSHTRX AR CUHFIL AR CUSFIL AR DLVFIL AR GDSSVC AR IHSAUX AR IHSHDR AR IHSLIN AR IHSSER AR KSHHST AR NSFCHG AR NSFTRX AR NSFAPL AR NSFJOB AR PIAUXF AR PIHDRF AR PILINF AR RAUXFI AR RHDRFI AR RLINFI AR SLDTRX AR SLSTRX AR SLMFIL AR PPCTRX AR TXOPEN ODBC Catalog name CR CHKDST CR CHKTRX CR CKACCT CR CKBOOK CR CKCTLF CR CRDIST General Ledger GL File name Budget File Chart of Accounts File Comparative File Change Chart File Statement Specifications File Codes File G L Control File Distributions Transaction File Cost Center Group File G L Comment Layout File G L Layout File General Journal Transaction File General Journal Header File Period File General Ledger Transaction File Standard Journal Transaction File Payroll PR File name P R Check File Change Employee File Deduction and Earning Codes File Employee Direct Deposit Accounts File Extended Information File Employee Federal Auxiliary File Employee File Employee State Auxiliary File Payroll History File Manual Distributions File Adjustments File Multi City Multi State File Distribution to G L File P R Form File Quarter to Date History File City State History File Tax Cod
38. nsult 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 AcuXDBC AcuXDBC is a data management system designed to incorporate Acucorp Vision files into a relational database like environment AcuXDBC enables you to apply SQL and relational database concepts to your COBOL data files resulting in data that can be accessed and managed in much the same way as many of today s popular relational database management systems Column This term is used when referring to relational databases A column can be considered the same as a field as defined below 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 Relative files being accessed via XDBC 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 As the standard these files are stored in a folder by module For example Accounts Receivable files are stored in a folder named AROO Accounts Payable files are stored in a folder named AP00 where 00 represents company number In relational database terminolo
39. ntact your PBS supplier or Passport s 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 or the installation 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 40 Passport Business Solutions 3 ODBC Performance ODBC performance can vary per system and data files being accessed There are several ways you may address performance and speed 1 Optimize your queries in Access by using Import instead of Link Tables or use make table queries to create static copies of large 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 You may also optimize the link to Access by first creating Queries for just the data fields you need and then combining queries in a report 2 In Access create queries of only the data you need and then report on the data contained in the query This will limit the amount of data you are accessing when generating your report 3 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 perfor
40. on to G L File P O Header File P O Line File Receivings History File Vendor Item File Point of Sale PS File name Alternate Item File Credit Card File Contract Pricing File Customer Restrictions File Drawer File Layaway Line Comments File Layaway Header File Layaway Line File Layaway Payments File Layaway Tracking File Override File Transaction Line Comments File Transaction Header File Transaction Line File Transaction Payment File Sales Summary File Services File Pay out File Payment Codes File Control File POS Ship to File Serial Transaction File Posted Payments File Register File Comments History File Passport Software Inc 9 Passport Business Solutions JC_MSTFIL ODBC Catalog file name OE LINITM OE ORDHDR OE OETKXF OE OERHDR OE OERLIN ODBC Catalog file name PO_AUXFIL PO PODIST PO POHDRF PO POLINF PO RCVHIS PO VENITM ODBC Catalog name PS ALHTM PS CCRDFI PS CNTRPC PS CRDHLD PS DRWFIL PS LWYCMT PS LWYHDR PS LWYLIN PS LWYPAY PS LWYTRK PS OVRRID PS POSCMT PS POSHDR PS POSLIN PS POSPAY PS POSSUM PS POSSVC PS POTFIL PS PSCODS PS PSCTLF PS PSSHIP PS PSTKXF PS PSTPAY PS REGIFI PS SHSCMT Header History File PS SHSHDR Line History File PS SHSLIN Payment History File PS SHSPAY Serial History File PS SHSSER Special Sale Prices PS SPCSAL Store File PS STORFI User File PS USERFI Passport Software Inc 10 Passport Business Solutions Manufacturing Files The foll
41. ord to access the PBS data via AcuXDBC If you do not use the default then you will be prompted for a specific user name and password during login Please refer Acucorp s AcuXDBC User Guide for additional security documentation Stopping an AcuXDBC Service If for any reason you need to stop the AcuXDBC service you may apply the kill option Open a command prompt and navigate to this directory C Program Files Acucorp Acucb1800 AcuGT bin If you are stopping the server on the default port of 20222 type the following acuxdbcs bat kill To stop service on any other port you will have to type the following command and close every port that was open acuxdbcs bat kill n port number Passport Software Inc 32 Passport Business Solutions AcuXDBC for UNIX Linux 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 disk labeled PBS ODBC Catalog For AcuXDBC_ If you do not have a PBS ODBC Catalog for XDBC disk contact PSI support e The Acucorp extend 8 disk labeled Version 8 for 32 bit Microsoft Windows for the installation of the AcuXDBC Client e You will need a set of product codes and keys for both the clients and the server These are on one or more pieces of paper labeled Important Licensing Information You may also have receive
42. ovide 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 Supported Modules and Files The PBS ODBC Catalog provides access for the Passport Business Solutions files 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 There are three groups of files Financial Distribution and Manufacturing You may either install a PBS ODBC Catalog that contains the Financial and Distribution files or a PBS ODBC Catalog that contains the Financial and Manufacturing files Financial Files The following is a list of the PBS Financial Series modules table identifiers for the module and the files you can access via the PBS ODBC Catalog Additional information about most of these files can be found in the Passport Business Solutions Administration Manual for each module in the appendix titled nitializing Data Files Accounts Payable AP File name ODBC Catalog file name Accounts Payable Account File AP_APACCT A P Check F
43. owing is the ODBC Catalog list for the PBS Manufacturing Series 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 General Ledger Control File Item Warehouse Accounts Passport Software Inc 11 Passport Business Solutions CO_BOSTRK CO_COCTLF CO_COPBOS CO_COPORD CO_CPOALW CO_CPODPN CO_CPODTL CO_CPOHDR CO_CPONAM CO_CPONTE CO_CPOTRM CO_CSOCOM CO_CSOHDR CO_CSOLCM CO_CSOLIN CO_CSOLSN CO_CTFFIL CO_CUSTYP CO_PRCDSC CO_SALHIS CO_SCACOD CO_SHIPTO CO_SLSACT CO_SLSCOM CO_SPCPRC CP_CPCTLF CP_DPLDET CP_DPLNPD CP_DPLSUM CP_RPLDET CP_RPLNPD CP_RPLSUM CP_RPOFIL CP_RSFIL IM_BWHITM IM_GLICTL IM_IACWHS Inventory Cost Categories Control File Inventory History Item Comments Item Master File Item Type Code Lot Serial N
44. r Start Settings Control Panel Administrative Tools Data Sources ODBC On either the System DSN or User DSN tab click Add Passport Software Inc 35 Passport Business Solutions Select Acucorp AcuXDBC Driver from the list of driver names and click Finish Here is an example of this screen AcuXDBC Setup General Advanced Logging Data Source Name Description P Network driver Hostname Port Configuration File acuxdbe cfg Browse Database security Username Password Confirm Password Data Source Name On the General tab enter the Data Source Name DSN This should be something that describes the data you are accessing It can be the name of the company the company number or anything that helps you identify the data when you are creating queries and reports Description The entry of the Description field is optional You may also leave it blank Network driver Put a check mark in the box called Network driver When you do the host name and port name will become available for editing Hostname In the Hostname field enter the IP Address of your ODBC server Port Enter the port number The default port is 20222 You may use this port number or enter another Whatever port number you enter it must be available on your server The values of both the server and workstation must match If you change the value in one location you must also change it
45. r for login information Passport Software Inc 27 Passport Business Solutions AcuXDBC Setup General Advanced Logging Data Source Name PES Data File Access Description Linkage to PBS Company 00 Network driver Hostname Port Configuration File PBSxdbc00 cfg Browse Database security Username system Password eee Confirm Password pe This completes the setup of your AcuXDBC DNS You will now be able to gain access to your Passport Business Solutions data using ODBC enabled applications ODBC Enabled Application Installation and Configuration ODBC enabled applications use various 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 Tip In order to use Excel with ODBC you must also install Microsoft Query For some versions of Office Query is not installed automatically You must select the custom installation to install it Passport Software Inc 28 Passport Business Solutions 5 Server Client Installation and Configuration AcuXDBC Server for Windows Pre Installation Information Before beginning you must have the following e The disk labeled PBS ODBC Catalog for AcuXDBC_ If you do not have this disk contact PSI support e The d
46. rollment in PUP are permitted to install and use any Software updates Contact your Passport Partner your Passport Software supplier or Passport directly to enroll in this program 3 Passport s Proprietary Rights The Software is copyrighted by Passport Software Inc and some portions of the Software are copyrighted by AcuCorp Inc a Micro Focus International PLC company All rights reserved Passport and its third party licensors retain all proprietary and intellectual property rights in the Software and Documentation and in any trademarks affixed to the Software or the Documentation Licensee shall not take any action inconsistent with such title and ownership Licensee shall not alter or remove any printed or on screen copyright trade secret proprietary or other legal notices contained on or in copies of any Software or Documentation LICENSEE ACKNOWLEDGES AND AGREES THAT THE SOFTWARE MAY CONTAIN CODE OR REQUIRE DEVICES THAT DETECT OR PREVENT UNAUTHORIZED USE OF THE SOFTWARE Licensee shall notify Passport immediately in the event of unauthorized possession or use of Software or Documentation Licensee is not permitted a to decompile disassemble reverse compile reverse assemble reverse translate or otherwise reverse engineer the Software b to use any similar means to discover the source code of the Software or to discover the trade secrets in the Software or c to otherwise circumvent any technological measure that
47. s Solutions data using Microsoft s Open Database Connectivity ODBC standard You will need the Product Code and Product Key in order to complete the installation of the AcuXDBC This should be on a piece of paper titled Important Licensing Information included with the AcuXDBC shipment If you are also installing the AcuXDBC Server for Windows follow the installation instructions in the Server Client Installation and Configuration section of this document For AcuXDBC Server for Linux or UNIX you will need a third disk which is labeled Version 8 Statically Linked Libraries for UNIX platforms The installation instructions are in the UNIX Linux AcuXDBC Server Installation section of this document If you have AcuXDBC Server you may install either the client or server first However you may not know what to enter for the client configuration until the server is fully installed 0 Insert the disk labeled extend 8 Version 8 for 32 bit Microsoft Windows into your computer s disk drive 1 The setup dialog box will display Click on Install extend8 products Windows Vista Users Note If installing on Windows Vista begin the installation by nght clicking on setup exe from the disk and selecting the run as administrator option 2 The installation wizard will start Click on Next 3 License Agreement screen will display Click Next after reading the important license information 4 Enter User Name amp Organization specify
48. server is installed and configured for AcuXDBC then you are ready to access PBS data files Test the AcuXDBC 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 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 AcuXDBC you must have Microsoft Query installed The default install of Office 2000 and possibly other versions of office do not include Microsoft Query Where to go from here These instructions only cover the basics of getting the AcuXDBC Server up and running For more information on using AcuXDBC with 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 pursue training services from a local provider Passport Software Inc 38 Passport Business Solutions Appendix 1 Data Security and Limiting Access to PBS Data This installation of AcuXDBC provides access to all the PBS data files including Payroll and General Ledger information Future releases of AcuXDBC will have more options for security Passwords may be entered to prevent other users from accessing the PBS data files Passport Software Inc 39 Passport Business Solutions 2 Support If help is needed to resolve any issues please co
49. sing ESQL acucoBoL GT Console Mode Runtime O i BMS Access Using ESQL Fi ACUCOBOL GT Alt Term Mgr Runtime Cl AcuConnect Distributed Processing Cl AcuConnect Thin Client 7 The Installation Settings window will display Do not change the options selected by default and click on Next to continue The setup will copy the AcuXDBC components into the directory location 8 Click Install to begin the installation You may click back to change any of your installation settings 9 The Activator Wizard 8 0 0 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 Windows Vista Users Note The License Activator will display under the install progress window Minimize install progress window and enter license information 10 A Complete screen will display Click on Finish 11 To verify that the AcuXDBC is installed on your computer workstation select Start gt Control panel Passport Software Inc 19 Passport Business Solutions On Windows 2000 Windows XP Pro and Windows Vista select Administrative Tools gt Data sources ODBC Select the Drivers tab The AcuXDBC Driver Version 8 00 00 xxx should be installed On Windows 98 SE look for the ODBC Data Sources under Control Panel and then select the Drivers tab to view the driver version 8 00 00 xxxx If you installed AcuXDBC as an administrator
50. ssport Software Inc 26 Passport Business Solutions AcuXDBC Setup General advanced Logging Data Source Name Description Network driver Hostname Configuration File acuxdbe cfg Browse Database security Username Password Confirm Password Data Source Name In the Data Source Name field type in the name you want to give to this data source This name may be anything you 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 Description The description is your choice and only displays in this window Configuration File Click the Browse button to load the pbsxdbc00 cfg configuration file located in the default Acucorp installation directory which is C Program Files Acucorp Acucbl800 AcuGT Note Unless you are accessing only company 00 and you are using the default installation path for PBS you will have to modify this file The paths will have to be modified to find the PBS XDBC system catalog location and PBS Data file locations It will also have to be copied and renamed for each PBS company you are accessing other than 00 See AcuXDBC Configuration File for more information Database security Enter system for user name and manager for the default password in the Database security section Enter manager to confirm the password See your Administrato
51. tures 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 13 Passport Business Solutions MS_MSCTLF MS_PLNGRP MS_SCHDPD PD_ENGREF PD_LABGRD PD_PDCTLF PD_PSFIL PD_RTGINS PD_RTGOPN PD_STDINS PD_STDOPN PD_WRKCTR PP_BOLCOM PP_BPOHDR PP_BPOLIN PP_ITMSRC PP_NONSRC PP_PLNBUY PP_POADDR PP_POCNGL PP_POCOMT PP_POCTLF PP_POIDST PP_POITRX PP_POLCOM PP_PPHDRF PP_PPVDET PP_PPVSUM PP_PRRCOD PP_RCVHIS PP_RJTMTL PP_VENPFM PP_VENSIT PP_VENWHS Shop Floor Control Item Operation History SF_IOPHIS Operation Schedule SF_OPNSCD Schedule Run File SF_SCDRUN Control File SF_SFCTLF Operation Material Assignment SF_SOPMTL Time Phased Capacities SF_TIMCAP Work Center Flow SF_WCTFLO Passport Software Inc 14 Passport Business 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 co
52. umber 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 MRP Header MRP Orders MRP Pegging MRP Requirements MRP Run File Passport Software Inc 12 Passport Business Solutions IM ICSCAT IM IMCTLF IM INVHIS IM ITMCOM IM ITMFIL IM ITMTYP IM LSNHIS IM MUVHIS IM OHIDET IM PHYCNT IM POLITM IM PQSHIS IM PRDCAT IM SOCOMT IM SOFIL IM SOMATL IM WHSCOD MJ EMPBAR MJ EMPLAB MJ EMPSBS MJ ESTDET MJ ESTHDR MJ ESTLIN MJ JOBBIL MJ JOBMST MJ LABIMP MJ LBACTL MJ LBXCOD MJ MJCTLF MJ MSCCCD MJ SOALTO MJ SOLAB MJ SOMSC MJ SOPMCD MS BWHMRP MS FCSTPD MS FPOFIL MS GRPITM MS MRPHDR MS MRPORD MS MRPPEG MS MRPRQT MS MRPRUN Control File Planning Group Schedule Periods Product Definition Engineering References Labor Grade Rates Control File Product Struc
53. whether installation is for this user only Passport Software Inc 18 Passport Business Solutions 5 The Choose Destination Location screen will display Important Accept the default directory and click Next The default location is C Program Files Acucorp 6 The following Select Products screen will display There are 2 columns of selections and it is the first option on the right side Click on the box next to AcuXDBC Data Interface for Windows Online Documentation installation is only recommended for administrators and those wanting to utilize some of the advanced options such as XML Commands and password access Then click on Next iz extend R Version 8 0 Installation Wizard extend R Version 8 0 Please select the extend R Version 8 0 products you wish to install Clear the products you wish to uninstall acucoBoL GTA Development System AcuxXDBC Data Interface For Windows JacucoBoL GT Compiler C acuxDEC Server Remote Processing for AcuxDBC o pe Do Fi AcuxDBC Enterprise Edition Cl AcuServer Distributed Data Server J ACUCOBOL GT Web Runtime Acu4GL for Oracle RDBMS Access LJ ACUCOBOL GT Thin Client C Acu4GL for Microsoft SQL Server RDBMS Access CI ACUCOBOL GT Web Thin Client C cu4GL for DEZ RDBMS Access TM O ipa Cross platform User Interface l Acu4GL for Sybase RDBMS Access 7 AcuBench _ Acu4GL for ODBC bed Access Integrated Development Environment 0 AcuSQL Precompiler RDBMS Access U
Download Pdf Manuals
Related Search