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OPEN SYSTEMS® Accounting Software ODBC Kit User`s Manual

1. 8 Select OK As the OSAS files are linked to the Microsoft Access database you are prompted for keyed fields in the OSAS files Select the keyed fields in the dialog box that are displayed ODBC Kit User s Manual A 7 Microsoft Access References You are returned to Microsoft Access The linked tables are displayed 9 Select the Forms tab 10 Select frmCustHistLookup on the Forms tab A 8 ODBC Kit User s Manual References Microsoft Access The Customer History Form is displayed 11 Select a Customer ID and enter a year Then click Preview Graph To Work With Sample Queries To work with sample queries in the Microsoft Access database select the Queries Tab and select the query you want to work with To Work With Sample Reports To work with sample reports in the Microsoft Access database select the Reports Tab and select the report you want to work with ODBC Kit User s Manual A 9 Microsoft Excel This appendix walks you through creating a pivot table using the ODBC Kit and Microsoft Excel 97 If you require more information about Microsoft Excel consult the Microsoft Excel User s Guide or Online Help Before you can create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Microsoft Excel 97 and Microsoft Query 97 The following Microsoft Excel examples are included in the ODBC Kit e GLACCT XLS GL Accoun
2. ODBC Kit User s Manual 2 11 Installation For Windows 95 98 NT 2000 Installation 17 Using the default web browser on your computer your registration information is sent to Basis and a text file see example below is sent ET TERT HMI n be rado cured on greater ea pour E err ater rm orf uu MECO Li mee mere Dicere cores vous bees od n ei gee ete ma qi bela Ee Ed lee Ge odos Heb a x a 7 y Seach Cacus Hera iz the BASIS produ Liceras ila you ruqumgmtad Plesse this page am Ci TINPBLXZZ3 006 Driver Lirense rxkr IZ C TEHF dor unt axzizt than planas ramcm it and ram Ghis page there MEE you hare don 1515 Please run Li to complete thm izzcmllazinn cf thim licensa Db BOT HOPIFT THIS FILE a a a a a B Inszall BASTA Livene program Zrom your progres folder a a B Host neilp a SERVER chim boat ANT VENDOR basis FEATURE GB BH basis 2 10 permenenr uncounred B7ZBECODI SE N HOSTIP masOOCZ3d76c ck 105 ZH CZXELUBT5O Once you receive the information follow these instructions e Save the page If the Temp directory does not exist create it and save the text file in the Temp directory Select the BASIS ODBC Driver 3 01 folder and click on the Install a BASIS License icon 2 12 ODBC Kit User s Manual Installation Installation For Windows 95
3. wildcard characters to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search You can use the following commands when a report is displayed on the screen Key PgUp PgDn Home End F7 Exit Left Right Tab Toggle Up Down ODBC Kit User s Manual Operation Move to the previous page of the report Move to the next page of the report Move directly to the top of a group of pages Move directly to the bottom of a group of pages Exit to the menu from any point in the report Move left one character Move right one character Toggle between the left and right halves of a report Move a line up and down the screen to line up information when you toggle between halves of a report 1 43 Introduction Scroll Region Commands When the prompt gt is in a line item scroll region you can use the following commands Key Down Next Line Up Previous Line PgUp Previous Page PgDn Next Page Home First Line End Last Line F3 Delete Ins Insert Enter Edit Operation Move down one line item Move up one line item Move to the previous screen or to the first line if you are on the first screen Move to the next screen or to the last line if you are on the last screen Move to the first line item in the entire list Move to t
4. wrap zur pikaa for thas Cual abran Accra let Lepi Bulim sprity ker gg el iU MF a E px Ee ODBC Kit User s Manual References Microsoft Word The form letter does not format decimal numbers that end in 0 correctly For example 49288 20 is produced as 49288 2 ODBC Kit User s Manual D 13 Microsoft Word References Sample Word Form Letter Builder s Supply 7626 Golden Triangle Drive Eden Prairie MN 55344 3732 ERGEFIELD ATTENTION ERGEFIELD CUSTOMER NAME ERGEFIELD ADDRESS LINE 1 ERGEFIELD ADDRESS LINE 2 ERGEFIELD ADDRESS LINE 3 ERGEFIELD CITY MERGEFIELD STATE MERGEFIELD ZIP CODE time D mmm yyyy Dear MERGEFIELD ATTENTION Our records indicate that a balance of MERGEFIELD PAST DUE is outstanding and past due on your account Please remit this amount immediately or call our offices at 612 555 0011 to make other arrangements at your earliest convenience If you have already sent payment please accept our apologies for this letter Sincerely Carol Johnson Account Collection Dept Builders Supply Inc CRJ fsd D 14 ODBC Kit User s Manual Crystal Reports This appendix walks you through creating a simple report using the ODBC Kit and Crystal Reports for Windows If you require more information about Crystal Reports consult the Crystal Reports User s Guide or Online Help
5. Opara hra mat Marga bo Goce Em 33 Select Merge to create the form letters 34 The Merge dialog box appears han meagre ec Tr Dori print Shard inest ahar daia lala aen Eyed bond i eer ies erp Camy option hane eser pat ODBC Kit User s Manual D 11 Microsoft Word References 35 Select the merge options New document Printer or Electronic mail Select Check Errors if you want to proof the interaction between Microsoft Word and the query Otherwise select Merge to produce the letters 36 If you select Check Errors the Checking and Reporting Errors dialog box appears V arde he ind report ener in E ness document E ted E ach error a E 7 Complete Hen perge vithoul pausing Faperi ares n a reme dorer 37 Select the option and click OK 38 You are returned to Microsoft Word 47 Merca all feed dar i E Get Bee duet Prat peoe Taba Wido piip _ Meer dq imr FA Im Bur der s Supmy 76285 Debden Trim ge Deve Eden Prose MH 35344373 Eorum SHELTERS 1100 101 COUNTRY ROAD WASHVILLE TH 24327 4327 JlHovewhes HET nda ideais ihai a bance of 10 10 an psi dos om you account Plies rint quina crc call office at T 001 1 Lo mak ls AA roa eke Ceara Ee IF yan bare ara sty mri para
6. utes dich source 17 Mulipla run E asit Post ale 3 Instep 1 of the Wizard a list of options is displayed where you can choose the data source to be used in your Pivot Table Select External Data Source and click Next gt The Pivot Table Wizard Step 2 of 4 dialog box appears Pree Table Wir Shep z ald BE 4 In step 2 of the Wizard click Get Data ODBC Kit User s Manual B 11 Microsoft Excel References The Choose Data Source box from Microsoft Query appears Chase ata ounce Files choad Escel Files shes able Fen a sot ara HE Arca Y Database ras haahi ORS Duo Test Files rust ste ES F petes wired m nr 5 Click the Queries tab and select the query you saved under Microsoft Query EI ieee emo cretese The Choose Columns box under Query appears TE Whal columna of dada da pa lo in pu nos Er bin andi Celerant imn veu quen NE BATCH 0 A THAMES TI ORDEF_HUMEEA IAEA rhanescnos x Anm R HUMBER z AREE IHWDIGE i MECO CUSTOHBER TD m FED 1 Sua TOTAL er ai E MES RAM El Presas il dais eec colum mj eene 50 12 ODBC Kit User s Manual References Microsoft Excel 6 Click Next The query columns are displayed 7 Click Next gt to pass by Filter Data and Sort Order options Th
7. Introduction OSAS Graphical Other Menu Eoreandi Ed Modes ter Heb snm dam Essais ge D pescara Speen Carra Caa FANT Pop Selection Calculator Execute and OS Command Call a PRO 5 Program Product Suggestion Operations Displays the OSAS calculator Allows you to enter an operating system command from within OSAS Allows you to execute a PRO 5 program Use this function to create a printable report for future OSAS product suggestions Application Options Allows you to view the application options you have set up Inquiry for a particular application Global Inquiry Use this function to search across your data You can select General Information Inquiry Support Information User Comments EIS Dashboard Display EIS Dashboard History Pop Up Calendar ODBC Kit User s Manual from the installed applications which data to search in Allows you to search for information on employees customers and vendors Displays the OSAS Support Information Allows the user to leave messages within the system Displays the EIS Dashboard Displays the EIS Dashboard history A reminders feature that allows you to create and read dated reminders within OSAS 1 25 OSAS Graphical Introduction Help Menu Commands Edi bodes ha Aya 05485 fx ue ME M Fis Ordre 0 enr Selection Key Operations About OSAS Displays the information about your OSAS installation Command Help
8. Before you create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Seagate Crystal Reports for Windows The following Crystal Reports examples are included ARLABEL RPT Customer Labels CRYSTAL DOC Microsoft Word instructions for setting up the customer list in Crystal Reports e ARCUSTI RPT Customer List e ARCUST2 RPT Customer List with Graph BRRECON RPT Bank Reconciliation Reconciliation Report You can find additional information about using ODBC with Crystal Reports on the Open Systems Web page on the Internet at http www osas com ODBC Kit User s Manual E 1 Crystal Reports References Crystal Reports Customer List To create a customer list using Crystal Reports for Windows follow these steps 1 Start Crystal Reports The Crystal Reports screen appears F 351 L ELI LLL 2 Select New from the File menu The Report Gallery screen appears E 2 ODBC Kit User s Manual References Crystal Reports 3 Select Standard report format The Create Report Expert screen appears Dis Fakes Eos Tata Grac 5 Eiern Choe dela lo reparten P pu can che miia Labies end arie nen 4 Select SQL ODBC as your source on the Data tab The Log On Server dialog box appears 5 Select the data source you set up for OSAS ODBC data under the Windows ODBC Administrator
9. Start Main Menu OSAS Graphical You can exit from a menu in these ways press the left arrow key to go to the previous menu one menu up hold the mouse over a different menu choice press the Tab key to go to the OSAS menu click the Close box in the upper right hand corner of the window to close OSAS use the Exit F7 command to close OSAS select Exit from the pull down File menu to close OSAS ODBC Kit User s Manual 1 13 OSAS Graphical Introduction Special Commands in Graphical Menus In either graphical menu you can right click on a menu selection to display the Special Commands menu which allows you to perform these special tasks From the standard menus e add a function or menu to the Favorites menu e change to the Favorites menu e change from live to sample data and vice versa display information about a function e perform special application setup From the Favorites menu e remove a function or menu e change to the Main menu e change from live to sample data and vice versa e display information about a function e perform special application setup Menu Keys Keyboards have a set of function keys labeled with the letter F and a number which can be used to perform certain functions within OSAS In OSAS menus these commands are assigned to the function keys Key Command F1 Key Help F2 Favorites Menu F4 Access Code F5 Live Sample swap F6 Workstation Date Operation Di
10. The PAST DUE column is added to the query ODBC Kit User s Manual D 9 Microsoft Word References 28 Select Save from the File menu to save the query 29 Select Return Data to Microsoft Word from the File menu You are returned to Microsoft Word If you have no merge fields defined in the document a Microsoft Word message box appears td Hound ng Per in po man fram Chaco the Ed Man Document ban ren ae Fade cur dex uses AN T 30 Select Edit Main Document The Mail Merge Helper dialog box closes and you are returned to the document A Mec fred Errem 7 0 pda p mee dest Foral Jode Tabi fedora heag anal ur B f BiuxxX E EE PE 7 4 irasi Marga Pek 0 li 4 1 Bh 17 785 f Pad Paige Dotor ni D 10 ODBC Kit User s Manual References Microsoft Word 31 Use the Insert Merge Field button to insert the fields such as the CUSTOMER from the query into the form letter Use the Insert Word Field button to insert Word fields such as the current date into the form letter When you are finished with the letter select Mail Merge from the Tools menu 32 The Mail Merge Helper dialog box appears Tha uniri ocurran aned dabas O ane naso iz rara Choccs Ha batton bo canpleta s merge 3 Menge the dista wath the document pur Supera Shark lirar in
11. autorun to start the setup program For example d autorun 5 Click OK Main Installation Screen The Main Installation screen appears A Da5 yE M C0 204 0612000 Dela 5 iral 345 Resource Manage CAS Cant arar Version 6 1 Copyright 1982 2000 Tn iy DA Tera cana Lain Brewsg This CE ODBC Kit User s Manual 2 5 Installation For Windows 95 98 NT 2000 Installation 6 Click Install Basis Products The Install Basis Products screen appears 7 Click BASIS ODBC Driver Select Product te install Bul SES ORI Drvar BASIS Licinii Hager 8 The Choose Setup Language box appears Scroll down to highlight the appropriate selection and click OK Selec tha language la ur rotalla on hom baca es al 9 The BASIS Welcome screen appears next Read the text carefully and click Next to continue ak ran lo Hha H z pag program rial rr qim Ales ar ya congue imag recorded ad uma andi adi i idee pecan rang Herr poe ee e aa ind Pers Cc Fuss Hasie condis ahi che nup SAA Ta pacta deii ri et od Ve penal Y T 2 6 ODBC Kit User s Manual Installation Installation For Window
12. 27 OSAS Graphical Introduction 1 28 Inventory Lookup Menu hno Lolo Heb Aur Lookup FT fardos Loco A Dein Loa Spal Lookup rer pino If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Lookup commands to search for information about items and select an item for entry in the field you are in Selection Key Alias Lookup Shift F3 Customer Vendor Lookup Shift F4 Detail Lookup Shift F5 Lot Lookup Shift F6 Serial Lookup Shift F7 Description Lookup Shift F8 Operation Search for items with a specified alias listed as an alternate item When you enter the alias you can use the and wildcard characters to restrict or widen the search Search for an item based on customer ID or vendor ID When you enter the customer or vendor ID you can use the and wildcard characters to restrict or widen the search Search for detailed information about an item You can enter search information in any of the fields that appear using any of the following wildcard characters to restrict or widen the search lt gt Search for an item based on lot number When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number yo
13. Displays the OSAS Key Help screen Help F1 Get information about the field you are working on Online Doc Shift F1 Opens your PDF file viewer to display the documentation for your particular application Information Menu eiue Hei ricus Cueto Corset Customer History Mara The Information menu appears on some function screens in certain applications The functions on the menu are determined by the applications installed 1 26 ODBC Kit User s Manual Introduction OSAS Graphical Scroll Commands Menu Sond Corrs Hep Line Home Peru Page Fe Pwa ps Plant Lines c Pikar Paga Pinar Le Line Ende iret dra Jum The Scroll commands menu appears on screens with scroll regions displaying multiple lines of information Selection Key First Line Home Previous Page PgUp Previous Line Up Next Line Down Next Page PgDn Last Line End Insert Ins Delete F3 Jump Tab ODBC Kit User s Manual Operations Moves the cursor to the first data entry field Displays the previous page Moves the cursor up to the previous line Moves the cursor down to the following line Displays the following page Moves the cursor to the last data entry field Allows the insertion of characters between preexisting entries in a field Deletes the selected characters Moves the cursor to the next section of the screen in some functions 1
14. FED LANG Con Lin Poo L 5 15 Microsoft Access This appendix walks you through opening a simple form using the ODBC Kit and Microsoft Access 97 If you require more information about Microsoft Access consult the Microsoft Access User s Guide or Online Help Before you can create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers Install Microsoft Access 97 The Microsoft Access example ACCEXAMP MDB which contains two reports and two inquiry forms is included in the ODBC Kit You can find additional information about using ODBC with Microsoft Access on the Open Systems web page on the Internet at http www osas com ODBC Kit User s Manual A 1 A 2 Microsoft Access References To Work With a Sample Form 1 Start Microsoft Access If you have security set up enter your user name and password The Microsoft Access dialog box appears Crear a Mew A Dek Databases EN 7 palabra Wizard p fr gan an Exuting v Fils 1 EU EI 2 Select the sample database ProfitHistory mdb Select More Files to locate the database if necessary ODBC Kit User s Manual References Microsoft Access 3 The database container is displayed Ave eds Et ee Boobs dose reip Da AAT ek gt COUR Bee ua e4gr dE OCT cm um DO To Link Tables to Microsoft Access If you encount
15. Graphical In a Windows environment you can choose from two types of graphical style menus The standard Graphical menu features application selections that resemble many Windows functions The Start style menu is named because of its functional resemblance to the Start menu in Windows 95 98 NT and 2000 Both graphical menus provide pull down menus convenient tool buttons and easy access to your installed applications and their functions using either the mouse or keyboard The two graphical menus provide you with a visual choice in your interaction with OSAS and your data When you select an application in either graphical OSAS menu the application s main menu presenting several related functions is displayed beside the OSAS menu Selecting a function leads you to either a function screen or another menu Several commands are available within the menu to perform various tasks such as changing the system date entering access codes switching between sample data and live data and so on You can perform these menu commands in these ways if a button or pull down menu selection is muted or gray it is not available for use e click the appropriate graphical tool button e select the command from a pull down menu e press the associated keyboard hot key If you use the graphical menu you can select application menus and functions by clicking the function or menu name on the menu or by highlighting your choice and pressing Enter If y
16. Manual OSAS Text The Text menu can be used on all OSAS compatible systems Using text based menus the Text menu shown below offers easy access to your applications Text Main Menu 0545 Ti SiEPLE PATA Oe O Laas Company Ezildarz Supply Hain Mari p Resouroe x Warkzta imn Configuration Colors En yDomwr d FeV LOSS lefsulra Po ZTZTEES Ej Arccunzing Softvarce When you select an application the application s menu which presents several related functions is superimposed over the Main menu Selecting a function leads you to a function screen or to another menu You can select applications from the Main menu in these ways e Use the arrow keys to move the cursor up or down highlighting the application you want to use Then press PgDn or Enter to select it ODBC Kit User s Manual 1 33 OSAS Text Introduction e Press the first letter of the application you want to use The cursor jumps to the first application beginning with the letter press the letter key or the down arrow until the application you want is highlighted When your choice is highlighted press PgDn or Enter to select it e Position the mouse cursor over the application and click The application will briefly highlight and switch to the application screen e To jump to the first application on the menu press Home To jump to the last application on the menu press E
17. The sequence number is displayed Field Enter the field name to use in the segment or leave the field blank if the segment consists of more than one field If you enter a field name the description type field position and length are displayed Description Enter the description for the segment Type The field type is displayed for character N for numeric Fld Enter the field number 4 30 ODBC Kit User s Manual Dictionary Tools Indexes Field Name Pos Len Dsc Uniq Bus Description Enter the starting position of the field in a string Enter the total length of the field Check the box or enter Y if the field is in descending sort order if not uncheck the box or enter N Check the box or enter Y if the field is a unique field if not uncheck the box or enter N Enter N for standard OSAS files Check the box or enter Y if the field is a business math type and must be sorted as such if not uncheck the box or enter N Enter N for standard OSAS files Command Bar Definitions Command Enter edit Append Description Saving and Exiting Description Move the prompt to the line to edit and press Enter Press A to add an index Press D to edit the index ID description To save your entries and exit to the Main menu use the Proceed OK command ODBC Kit User s Manual 4 31 Add Change Reserved Words Features Use the Add Change Reserved Words function to add or update the
18. Uam DSH Spam DSH File Dr Tracing a Add Fis prd posce Kern ren 35 Datare ro CEA Toa Fim Di An DOBLE Fin dala als vau la consect ioa daa avus Fia 3 ERS can ob En nho harea ha ranas creep praes ee _ ODBC Kit User s Manual 2 19 Installing ODBC Drivers Installation 3 Highlight the ODBC Driver selection and click Next 4 Enter the name for your ODBC driver For example in the screen below OSAS ODBC has been used Click Next 2 20 ODBC Kit User s Manual Installation Installing ODBC Drivers 5 The next screen displays the information you have entered Verify that it is correct and click Finish If not click Back and reenter the information as needed Meier ponen coe daa rico o ake Fares pri cres dren mag tre ODBC Kit User s Manual 2 21 Installing ODBC Drivers Installation 6 The Driver Data Source Configuration screen appears next In the Database field enter the path for your config tpm file To locate the file click Browse 7 Click OK to finish 2 22 ODBC Kit User s Manual Installation Installing ODBC Drivers To enhance the usability of your ODBC driver click the variable length column with spaces box If you are allowing only read access click on the Read Only Access box Click OK to
19. Use the functions on the Dictionary Tools menu to set up and maintain information about your data dictionary For example use the Update Reserved Words function to establish and update information about reserved words for the version of SQL you use Dictionary Reports Use the Dictionary Reports functions to verify that field names are not SQL reserved words to produce a list of field and file names in the data dictionary Application Interaction The ODBC Kit is an application that translates your OSAS data into fields accessible through SQL Structured Query Language You can use SQL to access any application included in the data dictionary that you have access rights to ODBC Kit User s Manual 1 5 Conventions Your manual will help you to install OSAS on any standard machine within many popular operating systems and help you with your accounting software questions In the manual we use the term Conventions or standards to help describe complicated processes new terms and to help you use your OSAS applications Manual Conventions The ODBC Kit User s Manual is divided into the following sections e Introduction provides an overview of this application and the OSAS system and the basic functionality of the application including graphical and text based application features and function key references e Application functions explains the functions within the application where each function fits within the
20. View From File screen to import field definitions into a view Use the Update Fields screen to update identical fields in the data dictionary files 4 17 Fields Dictionary Tools Fields Screen 7 Dia Deo Lonman Hep o ba we UT e J cial m zi Fin irm ixi lis Hama m I Match Coni Fide Sai Spa Fi Hee Tere Lon Hoea Decet STATUE PUEDEN STATUE DEBIT JAP 3TATUE ACPI JL Field Definitions Line Ho DIE of DIUI ETT Freer il EFLFE EISE Unam TREES RR Field Name Description Dictionary The dictionary file extension is displayed File Name Enter the file name to edit Description The file description is displayed File Size The file size is displayed Soft Size The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed Description The field description is displayed Type The field type is displayed 4 18 ODBC Kit User s Manual Dictionary Tools Fields Field Name Description Len The field length is displayed Notes The field notes are displayed Command Bar Definitions Command Description Enter edit Move the prompt to the line you want to edit and press Enter Append Press A to add a file Write Press W to save your changes Build view from file Press B to build fields from a file This option is available only when the file selected is a view Ent
21. and the documentation in some instances Call your customer support representative if you encounter an inconsistency Open Systems Inc 1157 Valley Park Drive Suite 105 Shakopee Minnesota 55379 General Telephone 952 403 5700 General Fax 952 496 2495 Support Telephone 800 582 5000 Support Fax 952 403 5870 Internet Address www osas com Contents Introduction Welcome to OSASTM The ODBC Kit Conventions OSAS Graphical OSAS Text Reports Installation Installing BASISTM ODBC Drivers Installation For Windows 95 98 NT 2000 Installing ODBC Drivers Create Edit CONFIG TPM Edit CONFIG TPM Dictionary Tools Introduction Copy File s To Dictionary Files Fields Indexes Add Change Reserved Words Tables Dictionary Reports Introduction Dictionary Field List Audit Field Names For Reserved Words Reserved Words List ODBC Kit User s Manual 1 5 1 7 1 11 1 33 1 45 2 3 2 5 2 19 4 17 4 27 4 33 4 35 5 3 5 9 5 13 References Microsoft Access Microsoft Excel Microsoft Query Microsoft Word Crystal Reports Common Questions Registration and Delivery Index 1 1 1 D 1 E 1 F 1 G 1 ODBC Kit User s Manual Introduction Welcome to OSAS 1 The ODBC Kit 1 Conventions 1 OSAS Graphical 1 OSAS Text 1 Reports 1 ODBC Kit User s Manual 1 1 Welcome to OSAS The OPEN SYSTEMS Accounting Software OSAS product line consists of several accounting applicatio
22. anything Enter Select the item the cursor is pointing to Esc Open a window that shows Inquiry window commands and View commands the window ID Inventory Lookup If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Lookup commands to search for information about items and select an item for entry in the field you are in Key Operation Shift F3 Search for items with a specified alias listed as an alternate Alias Lookup item When you enter the alias you can use the and wildcard characters to restrict or widen the search Shift F4 Search for an item based on customer ID or vendor ID Customer Vendor When you enter the ID you can use the and Lookup wildcard characters to restrict or widen the search 1 42 ODBC Kit User s Manual Introduction OSAS Text Key Shift F5 Detail Lookup Shift F6 Lot Lookup Shift F7 Serial Lookup Shift F8 Description Lookup Report Commands Operation Search for detailed information about an item You can enterformation in any of the fields that appear using these wildcards to restrict or widen the search lt gt Search for an item based on lot number When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number you can use the and
23. application and how to use each function to get the most out of the application Mouse Conventions The standard mouse has two buttons left and right each performing certain functions In this manual we use these terms for using the mouse click right click double click and deselect The click is a single press on the left mouse button Place the cursor over the desired function and press the left button to enable or select that function A right click is a single press of the right mouse button To double click move the cursor over the desired function and quickly press the left mouse button twice If there is too long a pause between clicks the computer may interpret your action as two separate clicks and may not perform the desired function ODBC Kit User s Manual 1 7 Conventions Introduction To deselect an object move the cursor off the icon or folder onto a blank space within the window and press the left mouse button Some mouse manufacturers allow you to change the function of the mouse buttons for those who prefer for example to use the mouse with their left hand In this case reverse the commands when you use them For example a click refers to a single press of the right mouse button while the term right click refers to a single press of the left button and so on OSAS Conventions Operations in OSAS follow conventions or patterns The conventions used in OSAS applications are presented be
24. continue 8 Click OK to finish the ODBC setup procedure FERPBTDIMERIEUCUET CUT Uie DH FEDEN ODEC Divers Abo Look pe Dua Bowe Fem niat E acad rice ara Padra ne hasi MI Ara ST d shoes frend Crus D DISC Fides ird Ar DEC File chis O nenn Sacs pervade Fia can bes hid ey uper tig Press pot Devine C cm do NH RN Proceed to any of the following depending on the application you will be using to manipulate the data see Microsoft Access Microsoft Excel Microsoft Query Microsoft Word Crystal Reports ODBC Kit User s Manual Appendix A Appendix B Appendix C Appendix D Appendix E 2 23 Create Edit CONFIG TPM Edit CONFIG TPM 3 3 ODBC Kit User s Manual 3 1 Edit CONFIG TPM Features Use the Edit CONFIG TPM function to create and edit database configuration files for the BASIS ODBC driver You must create a database configuration file for each company you want to access with the ODBC driver If you have multiple companies name each configuration file with some variation of the company ID and the TPM file extension For example name the configuration file CONFGHHH TPM for the company whose ID is HHH If you want to use the report applets Microsoft Excel spreadsheets that come with the ODBC Kit you must store your configuration file in a di
25. data source you set up in the previous steps The Choose Columns screen appears Ja fud colam ol dais da pa la ncluda in peius salado Lale oral BATCH Mi ORDEF_HUMBER TRAH SACTION THRE x Fi 8 TERMAS Cot m SOTE Lax TAVARE GROUP ii SOTD EE EE d TH BEL HUN Wet NUMBER zi Preasa ol daa in poe er Ey exem 11 Selecta table you want to use in your Excel spreadsheet For this example start with one table and add a second table later Select the SOTH table select the columns for the spreadsheet and click Next ODBC Kit User s Manual B 5 Microsoft Excel References The Filter Data box appears Filler ha Gata bo ra be include ini pour quas V sos chor Bar ther dada check Hat Dolum tr tr Daly include heat ADER_HLHEER zi ERUS COEM Fr TABLE GAD AED Deni af irj _ Paid ER F MINI EUA ET TA GAGE ITI 1 LOCA ADI CLA r Use the Filter Data dialog box to select specific records from the table In most cases you do not need to choose anything in the Filter Data dialog box For example to filter out credit memos select the field named TRANSACTION_TYPE select does not equal and then enter 4 for a value TRANSACTION_TYPE 4 is a credit memo 12 Click Next gt The Sort Order box appears Quer had Gurt na AA A ra
26. dialog box appears A bo iurc me Pies Tables D Yan hatas UC 12 The last step lets you create the pivot table either in the existing worksheet or in a different worksheet Accept the given options and click Finish ODBC Kit User s Manual B 15 Microsoft Excel References The pivot table is displayed W Ert ee Ermer Fat Jools Data Tracker Chip Dui ARAS ee Ow CB om 0 7 rls BSD BAe LA Bum of ORDERED OTY tam of SHIPPED GTY SELL Sam DET COST COMPNT Eum of RIT PRICE Eun ef ORDERED Eum of SHPPED_OTY SELL Eum of RAT COST COIMPHT tam pb IR PREE tum of ORDERED OTY Eum of SHPPED_OTY_SELL Eus OCET ICOMPHT of WAIT PRICE Eum of ORDERED OTY Sum of SHAPED_OTY_SELL tum of WRT COST CDMPNT Sum of URAT PRICE Eum of ORDERED Eus of SHIPPED SELL Eae ET ed Oi H aa alala g aa lajala m eel E EX tjm Highlight rows and columns to shift them around To display only invoices change Transaction Type from All to 3 Change it to 4 and credit memos are displayed Totals per type are also displayed Adding a Calculated Field You can also add new fields like profit to the data area To add profit to the data area follow these steps 1 Highlight the last row in your data area Sum of UNIT PRICE right click and select Insert B 16
27. dictionary file extension in use for the current terminal where xxx is the current terminal ID When you enter the table ID the rest of the ODEXT table appears Field Description Dic A3 Enter the data dictionary file extension for the current terminal ODBC Kit User s Manual 4 37 Dictionary Reports Introduction Dictionary Field List Audit Field Names For Reserved Words Reserved Words List ODBC Kit User s Manual 5 3 5 5 5 9 5 13 5 1 Introduction Use the functions in this chapter to verify that file and field names are not SQL reserved word and print a report of file and field names that are SQL reserved words to print a list of reserved SQL words and to print a list of the field names used in files ODBC Kit User s Manual 5 3 Dictionary Field List Features Use the Dictionary Field List function to produce a printout by field name across files Use the list to verify the consistency of field names in related files Reports A sample Dictionary Field List is on page 5 7 Screen Use Screen Description Dictionary Field List Use the Dictionary Field List screen to select the field and files names to list ODBC Kit User s Manual 5 5 Dictionary Field List Dictionary Reports Dictionary Field List Screen 2 Fiski Lind Pilg emmandi E bus Help C wm bh mp 7 k Caes 1 FekliD th 3l Filename Thre EPTH 3 AJ Spa E
28. made are erased Delete the information on the screen Since this command can delete an entire record use it with caution Move the cursor to the next block of data on the screen or to the next field that requires an entry Exit from a screen or a window and disregard everything you entered 1 23 OSAS Graphical Introduction 1 24 Edit Menu pd Bader Dre Hee TE Com AFS om 1 Linde Cia Selection Key Copy Shift F9 Paste Shift F10 Undo Ctrl Z Modes Menu Lomaand d Modes Hab po webs EX Operations Copy the contents of the current field Paste the value you copied from a previous field into the current field Restore the contents of the current field from before you made changes to it Check the options you want to use Selection Key Verify Exit Bell Quick Verify PgDown Operations If verification is turned on you must press a key twice to verify that you want to perform exit or abandon operations If the bell is turned on it sounds at an error or when you must verify a command If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry in certain application functions turn the option on If verification is turned on you must press the PgDn key twice to proceed to the next screen or to save your entries ODBC Kit User s Manual
29. next spot field or screen Move the cursor to the next block of data on the screen or to the next field that requires an entry Move the cursor to the next field and accept the data entered D Move the cursor up or back one field If you changed the information in the field you were in before you used this command the change is lost when you move the cursor up If verification is turned on you must press a key twice to verify that you want to perform that operation If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function in Resource Manager To turn the bell back on use this command again If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry use this command to turn the option on If this option is turned on the applicable function keys are displayed on the screen 1 39 OSAS Text Introduction Help Commands When you use the Help F1 command three commands become available for you to use on help screens Key Operation F3 Delete Delete the help screen contents To recover a deleted screen copy the xxHELP file from the distribution media to the PROGxx subdirectory xx is the application ID The copying process overwrites changes you made to other help screens F6 Maintenance Edit a help screen F7 Exit Exit from the help screen a
30. problems using F 1 Alias Inventory Lookup function key 1 28 1 42 1 43 pull down menu command 1 28 Application Information function key 1 15 1 37 ODBC Kit User s Manual Index tool button 1 19 Application Setup function key 1 15 1 36 Application setup 1 20 Audit Field Names For Reserved Words function 5 9 B base applications defined 1 3 BASIS ODBC drivers installing on Windows 95 2 5 installing on Windows NT 2 5 bell turning on or off 1 37 1 39 Bell mode function key 1 39 pull down menu command 1 24 C Calculator tool button 1 17 1 22 Change Company function key 1 36 Change Menu Style function key 1 15 1 37 change to from Favorites tool button 1 18 1 20 change to from Favorites Menu function key 1 14 1 36 changing companies graphical menus 1 20 text menu 1 36 click defined 1 7 Command Help 1 36 IX 1 closing window 1 36 pull down menu command 1 26 Command help 1 38 closing window 1 38 commands graphical functions 1 21 graphical menus 1 14 in field editing 1 30 1 40 OK 1 9 Proceed 1 9 report 1 43 scroll region 1 44 companies changing 1 20 1 36 company parameter 1 9 conventions report 1 45 user s manual 1 7 Copy function key 1 24 1 30 1 41 pull down menu command 1 24 tool button 1 22 Copy File s To Dictionary function 4 5 Crystal Reports and ODBC Kit 1 5 Crystal Reports for Windows E 1 Ctrl F function key 1 39 Ctrl G function key 1 39
31. pull down menu command 1 23 Jump command function key 1 27 pull down menu command 1 27 Jump function key 1 37 ODBC Kit User s Manual K Key Help function key 1 14 L Last Line command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 29 Left Arrow report command 1 43 Left Arrow function key 1 30 1 40 List function key 1 38 to printer or file 1 38 live data changing to 1 16 1 20 1 36 Live Sample Data function key 1 14 1 36 Lot Inventory Lookup function key 1 28 1 43 pull down menu command 1 28 M Maintenance function key 1 23 1 38 pull down menu command 1 23 tool button 1 22 manual conventions 1 7 Menu styles 1 10 Menus conventions 1 10 Information 1 38 Other Command 1 36 1 38 menus structure in AR 1 5 Microsoft Access A 1 and ODBC Kit 1 5 Microsoft Excel B 1 and ODBC Kit 1 5 Microsoft Query C 1 and ODBC Kit 1 5 Microsoft Word D 1 and ODBC Kit 1 5 IX 5 mouse commands click 1 7 deselect 1 8 double click 1 7 right click 1 7 MS DOS prompt tool button 1 19 N Next Line command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 29 Next Page command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 29 No Shadow Dictionary Consistency Check F 1 Microsoft Access A 6 Microsoft Query B 4 D 5 ODBC and SQL 1 5 ODBC Administrator 2 3 ODBC driver setup installation 2 19 ODBC dr
32. shadow dictionaries when you start the driver I get a message that the user count is exceeded Wait a few seconds for memory to cache out the last activation of the ODBC Driver The message usually appears if you try to access a second data source soon after you finished using the same connection with a different source What is DDBUILDER DDBUILDER is the BASIS tool used to create the data dictionary You can use the DDBUILDER or the OSAS functions on the Dictionary Tools menu to create the data dictionaries needed to work with ODBC ODBC Kit User s Manual F 1 Registration and Delivery If your computer cannot be connected to the Internet BASIS supplies you with other methods of receiving the license registration information In step 15 of the installation process see page 2 11 you are presented with several alternative choices Follow the instructions below to register your license using one of these alternatives E mail page G 2 Telephone page G 5 Fax page G 11 Other page G 18 ODBC Kit User s Manual G 1 Registration and Delivery References E mail To receive the license information via E mail you first need an E mail account 1 In the Registration Method box click the E mail button 2 Click the E mail Address button and enter the E mail address at which you want to receive the license file information 3 Click Next G 2 ODBC Kit User s Manual References Registration and Delivery 4 The Lic
33. text menu 1 37 Ctrl J function key 1 23 Ctrl O function key 1 39 Ctrl V function key 1 39 Ctrl Z function key 1 24 1 30 cursor moving down or forward one field 1 23 1 39 moving up or back one field 1 23 1 39 selecting item 1 32 1 42 Cursor end function key 1 30 1 40 Cursor home function key 1 30 1 40 Cursor left function key 1 30 1 40 Cursor right function key 1 30 1 40 IX 2 Customer Vendor Inventory Lookup function key 1 28 1 42 pull down menu command 1 28 D DDBUILDER F 1 Del function key 1 30 1 40 Delete function key 1 23 1 38 pull down menu command 1 23 tool button 1 22 delete information on a screen 1 23 1 38 line item 1 27 1 44 Delete character function key 1 30 1 40 Delete Line command function key 1 27 1 44 pull down menu command 1 27 Delete to End of Line function key 1 41 Description Inventory Lookup function key 1 28 1 43 pull down menu command 1 28 deselect defined 1 8 Detail Inventory Lookup function key 1 28 Dictionary Field List function 5 5 Dictionary Reports menu structure 1 5 Dictionary Tools menu structure 1 5 double click defined 1 7 Down Arrow inquiry command 1 32 1 42 report command 1 43 scroll region command 1 27 1 44 Down Arrow function key text menu 1 37 Down arrow function key 1 39 ODBC Kit User s Manual E Edit CONFIG TPM function 3 3 edit line item 1 44 EIS defined 1 3 End inquiry command 1 32 1 42 report com
34. to include in the list ODBC Kit User s Manual 5 13 Reserved Words List Dictionary Reports Reserved Words List Screen Field Definitions 1 Enter the range of reserved words to include in the list Saving and Exiting Select the output device to begin printing the list After the list is produced the Dictionary Reports menu appears 5 14 ODBC Kit User s Manual Dictionary Reports Reserved Words List Reserved Words List bhi i Fh Esmeri bord ABSOLUTE ACT EO apa LL ALLOCHTE ALTI Ld WIHORIZATION Ln TEGLA SHAPES CHHERCDES LETEDTH LEn urn GHEKREFULDE ZLEFE 5115 FERES CUOMLESLE SOLLATE 2OLlaTIOR CELU DOIT DORRI FPES SORTE DORF Sore rt are OOH ERALHE OHS FRaEHES mam COT NOLN ODBC Kit User s Manual Record Lisi ur uL HL HL Tu ELLA ni LLOSA TE sH mc ams KT lO 1 ION Eia Drs FEFUEEH EUCH Pink Pie Be E ctm CADE Tem casn Es CHA ie DER CHA Se TEN LEFT TH DHAN La EF TH CHECK EF GIT CHITE ELUS TERED timidi COL 10 COMHEIT COAPTE Sonn t tnnt ride Dons TRA MT Dons TAS TS CHEMIE CIN
35. 1 44 Enter 1 44 F3 1 27 1 44 Home 1 27 1 44 Ins 1 27 1 44 PgDn 1 27 1 44 PgUp 1 27 1 44 Tab 1 27 Up Arrow 1 27 1 44 Serial Inventory Lookup function key 1 43 pull down menu command 1 28 Set up application 1 20 shadow dictionary F 1 Shift F1 function key 1 26 1 38 Shift F10 function key 1 24 1 30 1 41 Shift F2 function key 1 38 graphical menus 1 15 text menu 1 37 Shift F3 function key 1 42 Shift F4 function key 1 42 Shift F5 function key 1 43 graphical menus 1 15 text menu 1 37 Shift F6 function key 1 28 1 43 text menu 1 15 1 37 Shift F7 function key 1 28 1 43 text menu 1 15 1 37 Shift F8 function key 1 28 1 43 Shift F9 function key 1 24 1 30 1 41 SQL 1 5 Start Over function key 1 23 1 39 pull down menu command 1 23 tool button 1 22 Start Over function key 1 37 Start style menu exiting from 1 13 features of 1 11 keyboard commands 1 14 right click menu 1 14 sample screen 1 13 Tab report command 1 43 IX 8 scroll region command 1 27 Tab function key 1 39 text menu 1 37 Tables function 4 35 use of 4 35 terminal parameter 1 9 Text menu keyboard commands 1 36 text mode defined 1 4 toggle between halves of reports 1 43 Toggle GUI Functions function key 1 15 1 37 Toggle GUI Scaling function key 1 15 1 37 tool bar graphical functions 1 22 graphical menus 1 19 tool button Access Code 1 16 Application Information 1 19 Calculator 1 17 1 22
36. 7 Locate BATCH_ID in the SOTD and SOTH tables Then click and hold the left mouse button down on BATCH_ID in the SOTH table B 8 ODBC Kit User s Manual References Microsoft Excel 18 Drag the field over to the BATCH ID field in the SOTD table and release the mouse button A line appears between the two BATCH ID fields joining the two fields 19 Follow steps 17 through 18 with the ORDER NUMBER field You may get the message shown below For now click Yes to ignore the message and join the fields together Columns ORDER NUMBER sad NEUMPIEH thet you ere baut in Hin are al different hyper Create the joie ame des me ne 20 Select the following fields from the SOTD table e ENTRY NUMBER e COST COMPNT e UNIT PRICE ORDERED QTY e SHIPPED QTY SELL e BACKORDERED QTY 21 Select Save from the File menu to save the query ODBC Kit User s Manual B 9 Microsoft Excel References Using the Query in Microsoft Excel 1 Start Excel and open a new worksheet pde em prt Parral Ted Doo ree Hel Deu CIT RE 6 6 oF CRN DER Dm u ee REGE oe SA Palla 4 i IA D Park 2 Select the Data menu Then select Pivot Table Report B 10 ODBC Kit User s Manual References Microsoft Excel The Pivot Table Wizard appears Pree abi SWiraed Siap 1 al 4 whese ki Pe risa eene Lo T Bose Esdr de
37. 9 Print Manager defined 1 3 printing screen contents 1 38 PRO 5 Command tool button 1 19 Proceed function key 1 39 Proceed OK function key 1 23 pull down menu command 1 23 verification button 1 22 Proceed command 1 9 pull down menu functions commands 1 23 Edit 1 24 Help 1 26 Information 1 26 Inventory Lookup 1 28 Modes 1 24 Other 1 25 Scroll Commands 1 27 graphical functions 1 23 graphical menus 1 15 Favorites 1 18 File 1 16 Help 1 19 Modes 1 17 Other 1 18 Tools 1 17 Q Quick entry turning on or off 1 39 Quick mode function key 1 39 ODBC Kit User s Manual pull down menu command 1 24 R reminders Pop Up Calendar 1 25 report commands 1 43 Down Arrow 1 43 End 1 43 Exit 1 43 F7 1 43 Home 1 43 PgDn 1 43 PgUp 1 43 Right Arrow 1 43 Tab 1 43 Up Arrow 1 43 Reports conventions 1 45 including all information 1 45 limiting information 1 45 selecting information for 1 45 reserved words definition 4 20 Reserved Words List function 5 13 Resource Manager features of 1 3 Right Arrow report command 1 43 Right Arrow function key 1 30 1 40 right click defined 1 7 S sample data changing to 1 16 1 20 1 36 scroll region buttons First Line command 1 29 Last Line command 1 29 Next Line command 1 29 Next Page command 1 29 Previous Line command 1 29 Previous Page command 1 29 scroll region commands 1 44 Down Arrow 1 27 1 44 IX 7 End 1 27
38. 98 NT 2000 License Installation 18 If you have already received the license txt file or you are using the BASIS License Manager this screen appears Click Yes ub Fagkct o Dio ee A 1 Fas abc chr a deme bowen Vou aen ong a ES Leese Flanagan Dx you nnd ho condimus Cx 19 The Install a BASIS License screen appears Tres GAGES Lazare Hn callo fed sil son natal aur regule Iz Lee auus have eegitered a Liceras or reina dma m kapay lepra cede do cobra rol gles a Leese ara ci ee oliin T borge pean do wee ba BEATS Leeri ele Lp di T Coripe fia application uz a BASS PIEDS Dada Server Livan m ose j If you are using a single user key and you have already received the license file click Next Then continue with step 20 If you are using the BASIS License Manager click Configure this application to use the BASIS License Manager and then click Next Then skip to step 23 ODBC Kit User s Manual 2 13 Installation For Windows 95 98 NT 2000 Installation 20 The Locate License File screen appears Enter the path for the license txt file or click Browse to search your system An example follows lene Click on Open to continue 2 14 ODBC Kit User s Manual Installation Installation For Windows 95 98 NT 2000 2 After you have located the license txt file the Installa
39. Ar Lim d Mira Colas Mires Lis 1 Mrs Lis 1 Mira Colas Mira Lim E Mire Lim d Mies Line d kire Lim 2 Eulen Lis E Miren Lier 2 Mira Dolum Kim Colina Mires Lime 7 Mir Lim 1 Lim 1 Mire Lim 1 Wien Siren Lis rey Lim d Mira Colas Mira ki irrt Loca E da dl pa Location Lind Eo ELIT aT Eu Pol F t t 2h B Idae fal T T hiim DET d T hlii T hla Fle za 28 ak 15 n 3b Ey Fans BCCOUBT TYPE BIENEN BIENEN ERA DIETE TH DO t EARTH MEGm LEE D TP RE LEE Eam a Limi 1 MEETS LIBE 1 PETS LIBE 1 Lim 1 LINT 1 BAE B LIBE P Lime Lim HOPES LIBI 2 meus Ll E Wort LIED 2 WEIT LIES 5 7 Audit Field Names For Reserved Words Features Use the Audit Field Names for Reserved Words function to validate an application for reserved words or check all applications for reserved words Reports A sample Audit Field Names For Reserved Words List is on page 5 11 Screen Use Screen Description Audit Field Names For Use the Audit Field Names For Reserved Words screen Reserved Words select the application and files to validate ODBC Kit User s Manual 5 9 Audit Field Names For Reserved Words Diction
40. DBC Kit User s Manual 4 27 Indexes Dictionary Tools Indexes Screen Powered Mixes De adres Hep nn ba ao te o Cea xl Fis Mares oT 0 Bato Leno File EHUN Damion LILE FLASH TUR IL Hal DOMINA of BOODU tris ai Appard Dure sen Field Definitions 4 28 Field Name Dictionary File Name File Size Soft Size KNUM Key Definition Description The current data dictionary extension is displayed Enter the name of the file to work with The file size is displayed The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed The key order number is displayed The key name is displayed The key definition is displayed ODBC Kit User s Manual Dictionary Tools Indexes Command Bar Definitions Command Description Enter edit Move the prompt to the line to edit and press Enter Append Press A to add an index Change View Press C to switch between the field view and key segment view of the file Write Press W to save your changes Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed OK command ODBC Kit User s Manual 4 29 Indexes Dictionary Tools Append Edit Indexes Screen 74 EMEN UM emp Inden D n Field Definitions Field Name Description Index ID Enter an ID to identify the key Seq
41. F3 1 40 F6 1 29 1 40 F7 1 29 1 40 Home inquiry command 1 31 1 42 report command 1 43 scroll region command 1 27 1 44 Home function key 1 30 1 40 Indexes function 4 27 Information function key 1 38 Information menu accessing 1 38 Inquiry function key 1 23 1 29 1 38 graphical 1 29 partial key 1 41 pull down menu command 1 23 inquiry commands Down Arrow 1 32 1 42 End 1 32 1 42 Enter 1 32 1 42 Esc 1 42 F7 1 32 1 42 Home 1 31 1 42 Ins 1 32 1 42 PgDn 1 32 1 42 PgUp 1 31 1 42 ODBC Kit User s Manual Up Arrow 1 32 1 42 Ins inquiry command 1 32 1 42 scroll region command 1 27 1 44 Ins function key 1 30 1 40 Insert Line command function key 1 27 1 44 pull down menu command 1 27 Insert line item 1 27 1 44 Insert mode function key 1 30 1 40 Inventory Lookup commands 1 28 1 42 Inventory Lookup commands 1 28 alias lookup 1 28 customer vendor lookup 1 28 description lookup 1 28 detail lookup 1 28 lot lookup 1 28 serial lookup 1 28 Shift F3 1 28 Shift F4 1 28 Shift F5 1 28 Shift F6 1 28 Shift F7 1 28 Shift F8 1 28 Inventory lookup commands alias lookup 1 42 customer vendor lookup 1 42 description lookup 1 43 detail lookup 1 43 lot lookup 1 43 serial lookup 1 43 Shift F3 1 42 Shift F4 1 42 Shift F5 1 43 Shift F6 1 43 Shift F7 1 43 Shift F8 1 43 inventory search commands 1 42 Shift F6 1 43 J Jump function key 1 23 1 39
42. LLELFTNOKT DSTITHATRSE GREATER HER TO LEA ATE OR TER 3539859502950 505895 5 The example report included with the OSAS ODBC package resembles the AR Customer Detail List You can move the fields by dragging and dropping them Column titles on the sample report have been deleted To insert text fields on the report follow these steps 1 Select Text Object under the Insert menu to add text fields 2 Move the cursor to where you want to add text to the report 3 Type in the text ODBC Kit User s Manual E 7 Common Questions These are commonly asked questions about the ODBC Kit I get a message that my Shadow Dictionaries are not being built Use the Build Shadow Dictionary function on the Dictionary Tools menu to re create the shadow dictionary Then click the Advanced settings on the ODBC data source and check Fast Connect and No Shadow Dictionary Consistency Check to speed up data connections and to prevent the ODBC driver from rebuilding the shadow dictionaries when you start the driver It takes a long time to build the shadow dictionary and it does it every time I connect to the ODBC Driver If you do not check the Fast Connect and No Shadow Dictionary Consistency Check options in the Advanced Settings on the ODBC data source the shadow dictionary will be rebuilt every time you start an ODBC connection Changing these option settings will speed up data connections and prevent the ODBC driver from rebuilding the
43. ODBC Kit User s Manual References Microsoft Excel The Insert Calculated Field dialog box appears Iran Calculated mb 2 Enter the following information about the inserted field Enter Profit Dollars in the Name field Enter Z SHIPPED QTY SELL UNIT PRICE SHIPPED QTY SELL UNIT COST COMPNT in the Formula field 3 Click Add Iran Calculated ODBC Kit User s Manual Microsoft Excel References 4 Click OK The pivot table is nn with the Sum of Profit Dollars field EIE Eus of ORDERED Eus of SHIPPED GTY SELL Sum of UNIT COST Suen of RT 12185 Sem of ORDERED OTY 1321 55 Sem ol DTY SELL 122185 Ssmo UAT COMPNT EE iare of UNIT PRCE B EO Sum af SHPPED SELL 4889107 Sum of LIMIT COST COMMENT 1824859107 Sum of UMIT Sum af Profs Dollars HEROICO 132106 Sum ei ORDERED OTY pi SHIPPEUD QTY SELL IS For more information about pivot tables see the Microsoft Excel Documentation or Online Help B 18 ODBC Kit User s Manual Microsoft Query This appendix walks you through creating a query using the ODBC Kit and Microsoft Query 97 If you require more information about Microsoft Query consult the Microsoft Query User s Guide or Online Help Before you create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Microsoft Qu
44. ODBC Kit User s Manual E 3 Crystal Reports References The Choose SQL Table dialog box appears 6 Select the ARCU file click Add and then click Done You are returned to the Create Report Expert screen 7 Select the Fields tab or click Next gt gt The Fields tab appears 8 Select the following fields for the report E 4 ODBC Kit User s Manual References Crystal Reports CUSTOMER ID e CUSTOMER NAME e ADDRESS LINE 1 ADDRESS LINE 2 e ADDRESS LINE 3 CITY e STATE e COUNTRY CODE e ATTENTION 9 Select the Sort tab or click Next gt gt The Sort tab appears Finda nd Tat Toga Gaps She Step Cheste bk qot and geo be sch Carey and hr al Vins cri ii defun cedo Qon ibd uas inb Aion Fen Fidi CS TORES Er DUSTOHER HAH BAL 5 LINE gnri Anne ote al emen Oper n arde ae A 10 Select CUSTOMER ID to sort the report by 11 Select the Style tab ODBC Kit User s Manual E 5 Crystal Reports References E 6 The Style tab appears Crain Finis Toi Toph Select Et Cane Gave Ve and Dres Hie ach ini and pect TE Faire 12 Enter Customer Detail List for the title 13 Select Standard for the report style 14 Select Preview Report ODBC Kit User s Manual References Crystal Reports The report is displayed DO
45. OPEN SYSTEMS Accounting Software ODBC Kit User s Manual PN 2210 0D61 2000 Open Systems Holdings Corp rights reserved Document Number 2210 0D61 No part of this manual may be reproduced by any means without the written permission of Open Systems Inc OPEN SYSTEMS is a registered trademark and OSAS Resource Manager Resource Manager for Windows and Report Writer are trademarks of Open Systems Holdings Corp BB is a trademark and PRO 5 and Visual PRO 5 are registered trademarks of BASIS International Ltd Novell and NetWare are registered trademarks of Novell Inc Microsoft Windows Windows 95 Windows 98 Windows NT Access Query Word PivotTable and MS DOS are either trademarks or registered trademarks of Microsoft Corporation Adobe and Acrobat are registered trademarks of Adobe Systems Inc TrueType is a registered trademark of Apple Computer Inc Seagate Crystal Reports is a trademark of Seagate Software Inc Open Systems Accounting Software for UNIX uses PKUNZIP utilities from Ascent Solutions Inc 9009 Springboro Pike Miamisburg OH 45342 Phone 937 847 2374 Internet www asizip com Printed in U S A This manual is recyclable June 2000 Release 6 10 This document has been prepared to conform to the current release version of OPEN SYSTEMS Accounting Software Because of our extensive development efforts and our desire to further improve and enhance the software inconsistencies may exist between the software
46. OSASSS for Novell leave the field blank In either case click Next 6 Click Finish G 22 ODBC Kit User s Manual References Registration and Delivery 7 If you do not want to view the readme txt file uncheck the box Otherwise click Finish 8 Setup Complete screen appears If you do not want to restart your computer click the No radio button If you do want to restart your computer now first be certain that all other programs are closed Click Finish to activate your ODBC driver ODBC Kit User s Manual G 23 Registration and Delivery References G 24 10 Before you use the ODBC driver you must Install the ODBC Kit from your OSAS media Create the config tmp file see page 3 3 Once you have completed these two steps you can follow the following Installing ODBC Drivers instructions on page 2 19 ODBC Kit User s Manual Numerics 32 BIT ODBC drivers installing 2 5 A Abandon function key 1 23 1 38 pull down menu command 1 23 verification button 1 22 About OSAS pull down menu command 1 26 Access Code function key 1 14 1 36 tool button 1 16 access code entering in graphical menus 1 16 entering in text menus 1 36 Access Codes parameter 1 9 accessing data Crystal Reports E 1 Microsoft Access A 1 Microsoft Excel B 1 Microsoft Query C 1 Microsoft Word D 1 Add Change Reserved Words function 4 33 Add Remove Favorites function key 1 15 1 37 Advanced options correcting
47. and index definitions from one file to another ODBC Kit User s Manual 4 5 Copy File s To Dictionary Dictionary Tools Copy File s To Dictionary Screen Copa Fil lo Door Fit Jia Help m oo e aj To een ff T DE Cope O AM Nie P Spec File CC Base Dolina Tables Field Definitions Inquiry Inquiry Fin Hama El Ta Mas pr M Compa H CODES Torna T DOG I Field Name Description From Dictionary To Dictionary Copy Application ID File Name To Name Enter the extension of the data dictionary to copy from Enter the extension of the data dictionary to copy to To copy all application files enter 1 to copy a specific file enter 2 to copy base dictionary tables enter 3 If you entered 1 enter the application you want to copy file information from If you entered 2 enter name of the file to copy file information from and the name to copy to ODBC Kit User s Manual Dictionary Tools Copy File s To Dictionary Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the Main menu use the Proceed OK command ODBC Kit User s Manual 4 7 Files Features Use the Files function to set up and maintain data dictionary information about the data files used in OSAS programs to construct views of the OSAS data files and to delete unnecessary file defini
48. ary Reports Audit Field Names For Reserved Words Screen DET Fed r DEDE LL Emm Eo pies Othe Help SS ba mu 7 Acc Flam From Ihre Field Definitions k 1 a x 3 Cosparg bi OLEO Tarn DE CEU The current data dictionary extension is displayed Enter the ID of the application to create files for or leave this field blank to verify all applications for reserved words 2 Enter the range of file names to verify Saving and Exiting Select the output device to begin printing the report After the report is produced the Dictionary Reports menu appears 5 10 ODBC Kit User s Manual Dictionary Reports Audit Field Names For Reserved Words Audit Field Names For Reserved Words List mm Builders Supply Fage l zr m Fiadit Field Morera Ter Beer wed Lera File Fie ld Mare Drerriphien ef Seer kard HILL Hl VISA amm 2 vd ura 3 HL VER rn A PIDA IL ATHS ITEH RGOOR YEA UL YIR Sr una RECTORE mac E r E iL Late of Ba pork ODBC Kit User s Manual Reserved Words List Features Use the Reserved Words List function to printout a list of all the reserved SQL words Reports A sample Reserved Words List is on page 5 15 Screen Use Screen Description Reserved Words List Use the Reserved Words List screen to select the reserved words
49. ates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu Move the cursor back to the first field on the screen or to the first field after the key field The entries and changes you made are erased Go directly to the appropriate File Maintenance function to update information about the field you are in if the Maint flag appears at the bottom of the screen Exit from a screen or a window and disregard everything you entered Send the contents of the screen to a printer or a text file Opens your PDF file viewer to display the documentation for your particular application Open an Information menu Each selection on the menu is an information window that you can access if the Info flag appears at the bottom of the screen Each window contains a category of information about the field you are in ODBC Kit User s Manual Introduction Key PgUp Start over PgDn Proceed Tab Jump Enter or Down Up Ctrl V Verification on off Ctrl G Bell on off Ctrl F Quick on off Ctrl O Show function keys ODBC Kit User s Manual OSAS Text Operation Move the cursor back to the first field on the screen or to the first field after the key field without erasing entries you made Approve the data on the screen change the file accordingly and proceed to the
50. ation In the Country list box select the appropriate country and click Next ODBC Kit User s Manual G 11 Registration and Delivery References 3 The License Information Confirmation screen appears Confirm all the displayed information and if it is correct click OK If the information is incorrect click Cancel and reenter the information rer Ina machen Conese Phas ek bai al nica balcon cr lianc 9 n nemus plese cick owe ic man bn Vus aisi 0 Jun coner noc ll eeu ins Lie pecan pos kanm repair Fac Harder em Susa aries a dorar Heber 4 Inthe Emergency Contact Information screen enter a contact name and phone number in case your fax cannot be sent Click OK Contec E peip npe en r A n i HERI pec eem Tem hel Phase izan 12 ODBC Kit User s Manual References Registration and Delivery 5 The Print screen appears below is an example Click OK to print the information you need to fax to BASIS for your license 1 1001000001001 000000 ODBC Kit User s Manual G 13 Registration and Delivery References 6 To complete the installation of your driver call the phone number on the printout Follow the instructions on the voice recording to specify the information on the printout and to register your license Once you receive the information follow these instruction 1 On your W
51. c ARDE Cong pan Urm ib Finad Tract Dee cenis Fossa Leagh U paste on FAT Spike V ci M dh Coppes F Flasche bn a Enable Lock Espia Beca Ma Hefe Kay Checking on CREATE TABLE De Mol epee Tables Pak nurses cere depts eng Fat Fir varada length columnz wath reac dadi Logra LogE wee est Log Funcion Cali Log Fila Accra panza 5 Enter a name and description for the data source Click Browse to locate the CONFIG TPM file you set up using the Edit CONFIG TPM function in OSAS If you have used the ODBC drivers and already created the shadow dictionaries click Advanced In the additional fields that are displayed check the No Shadow Dictionary Consistency Check box and the Fast Connect box to increase the performance of the ODBC drivers Note If you are using OSASCS and you use the data server to access your data enter your login name in the Network User ID field A 6 ODBC Kit User s Manual References Microsoft Access 6 Click OK to connect to the data source The Link Tables screen appears SD ELE Dz EOD T Cox 10 TERRE CODE APCH EH I BOW T Ha 7 Select the following tables for the samples in the sample database e e ARHS 2 e ARHS CUSTOMER INHS I NHS PERIOD e INLO e INVE e PADD PADE e
52. cess ends LJ Tra E2515 rcr mi Cs machina ob E Liner Haras dos id cam 14 uud G 4 ODBC Kit User s Manual References Registration and Delivery Telephone 1 In the Registration Method box click the Telephone button 2 Click the Fax Number button and enter the fax number at which you want to receive the license file information In the Country list box select the appropriate country and click Next ODBC Kit User s Manual G 5 Registration and Delivery References 3 The Telephone License Request screen appears Confirm all the displayed information and if it is correct click OK If the information is incorrect click Cancel and reenter the information 4 The Print screen appears below is an example Click OK to print the information you need to give to BASIS for your license G 6 ODBC Kit User s Manual References Registration and Delivery Shown is an example of the document that prints Pg aja a Fo ansinbanre me 5 To complete the installation of your driver call the phone number on the printout Follow the instructions on the voice recording to specify the information on the printout and follow the instructions to register your license Once you receive the information follow these instruction 1 On your Windows desktop click Start and then click Programs 2 Click the BASIS ODBC Driver 3 01 folder Then click Install a BASIS License ODBC Kit User s Ma
53. change to from Favorites 1 18 Copy 1 22 Delete 1 22 Help 1 19 1 22 Maintenance 1 22 MS DOS prompt 1 19 Online Documentation 1 22 Paste 1 22 Pop Up Calendar 1 19 1 22 PRO 5 Command 1 19 Start Over 1 22 Workstation Date 1 16 U Undo function key 1 24 1 30 1 40 pull down menu command 1 24 Up Arrow inquiry command 1 32 1 42 report command 1 43 scroll region command 1 27 1 44 ODBC Kit User s Manual Up Arrow function key text menu 1 37 Up arrow function key 1 39 user s manual conventions 1 7 V verification button Abandon 1 22 OK Proceed 1 22 Proceed OK 1 22 verificationl turning on or off 1 39 Verify exit mode function key 1 39 pull down menu command 1 24 Verify PgDn mode pull down menu command 1 24 view definition 4 9 View inquiry command 1 42 W Workstation Date function key 1 14 1 36 Workstation date tool button 1 16 workstation date entering in graphical menus 1 16 entering in text menus 1 36 ODBC Kit User s Manual IX 9
54. creen appears wad Chame Coles Taha coloma of dada da pousanani mclude in soa a j i 1 j m MID 5 APUD DET CODE i TERNE CODE 1 s Select the tables you want to use in your Word form letter For this example select ARCU Select the following fields CUSTOMER ID CUSTOMER NAME e ADDRESS LINE 1 ADDRESS LINE 2 ODBC Kit User s Manual References Microsoft Word e ADDRESS LINE 3 e CITY e STATE e ZIP CODE e ATTENTION BALANCE 31 60 e BALANCE 61 90 e BALANCE 91 120 e UNAPPLIED CREDIT 17 Click Next gt The Filter Data box appears Esa daba be paok hs rca be rac hada irs pour quas V you dort eani Ka Bar than dala chick Lola te Bier haky irekie ih TIMER ID Ed 18 Use the Filter Data dialog box to select specific records from the table Select the BALANCE 31 60 field select is greater than and select 0 The query will return only those customers whose BALANCE 31 60 field is greater than 0 19 Click Next ODBC Kit User s Manual D 7 Microsoft Word References The Sort Order box appears PTT Deje pasci vesc pori vean daba re V sos a tha dala Hat Sort by DODE Ther ber CUSTOMER HAM 20 Select ZIP_CODE in the Sort by field and check Ascending as the sort order Select CUSTOMER_NAME in the first Then by field and check Asce
55. dit File View Information screen to add and edit the WHERE clause and files included in the view Files Screen Commands Modes Heb 20 60 00 74 A Cheles Fla Immun hack cr Fila Conid Flacord pro E TI rcu CTRL MECO CN j Fi Toren Pesce Field Definitions Field Name Description File Name Enter the file name Description Enter the file description Type Enter the file type 4 10 ODBC Kit User s Manual Dictionary Tools Files Field Name Description RecLen Enter the file record length Recs Enter the number of records in the file Key Enter the number of keys in the file Command Bar Definitions Command Description Enter edit Move the prompt to the line you want to edit and press Enter Append Press A to add a file Goto Press G to go to a specific file Saving and Exiting To save your entries and exit to the Main menu use the Proceed OK command ODBC Kit User s Manual 4 11 Files Dictionary Tools Edit File Screen omwani i Edi he Help mu _ ree 4 Fia Maren 3 Canta Fils F Pisco Length E Ma ol Aroa ion 1 Fiks EE FAW Tapa mr ong File ODBCPah PRENON Appcsoe PF y Field Definitions Field Name Description Dictionary The dictionary file extensio
56. e Query Wizard Finish dialog box appears Quetp cand Faris Mal la la raai Beam Dia Bre dons 7 dade ar acil quam n Cua 8 Select Return Data to Microsoft Excel and click Finish You are returned to the Pivot Table Wizard Step 2 of 4 dialog box here your era deta stone it tata Data haa baar retried men ces JOR me 9 Click Next gt ODBC Kit User s Manual B 13 Microsoft Excel References The Pivot Table Wizard Step 3 of 4 dialog box appears Corsi pour Fea Table bre demon a hed budam on Har right ba Esa deyan on dea la pus rupem nace end Emp Ee peer 3 _ ose m The selected fields and four areas Page Row Column and Data to put fields are displayed Drag and drop the fields to use in this report into the respective areas To display the full field name hold the cursor on the button and a tool tip displays the full field name 10 Drag and drop the following fields e TRANSACTION TYPE into PAGE e INVOICE NUMBER INVOICE DATE and ENTRY NUM into ROW e BATCH ID into COLUMN e ORDERED QTY SHIPPED QTY SELL UNIT COST COMPNT and UNIT PRICE into DATA B 14 ODBC Kit User s Manual References Microsoft Excel The fields are displayed on the screen Numeric fields dropped into the Data section become summary fields 11 Click Next gt The Pivot Table Wizard Step 4 of 4
57. e Specie bio 1 bsd Br sabare een Ben gt Enter the file path and name of the CONFIG TPM file you set up using the Edit CONFIG TPM function in the Database Configuration field or select Browse and locate the file If you have already built the shadow dictionary click on the Advanced button and check the options for No Shadow Dictionary Consistency Check and Fast Connect to improve performance See online help for additional information about the options that come with the Advanced button If you are using OSAS C S and you use the data server to access your data enter your login name in the Network User ID field 12 Click OK to connect to the data source You are returned to the Create New Data Source screen Select a table in field 4 if you want to select a default table source Otherwise leave field 4 blank and select any table when you develop the query If you select a table the list always starts at that table otherwise the list starts at the first table ODBC Kit User s Manual D 5 Microsoft Word References The Choose Data Source box appears ET SE Files Esel Files bred bate alike Fiar rot ar Brea ME 87 ras haaha RLS phon Tet Files E F pete uen wirs no nr 14 Select the data source you set up in the previous steps 15 16 D 6 The Choose Columns s
58. enge thes data with Eon document mmm 3 Select Create 4 Select Form Letter from the Create options A Microsoft Word message box appears Li Tg Che onim erben 04 can urge the aree docent recy anit ge ib bea Document rakes 5 Select Active Window You are returned to the Mail Merge Helper dialog box The Edit button appears Use it to edit or enter text in the document 6 Select Get Data to connect to the OSAS data If you have defined a query select Open Data Source and select the query in the dialog box that appears If you have not defined a query select Create Data Source ODBC Kit User s Manual D 3 Microsoft Word References The Choose Data Source screen appears Chinese ata Some HE Arca WU ras haahi Test Files rus ste 7 Select New Data Source and click OK The Create New Data Source screen appears Hees Dala Sos BE het ranas do uou sean bo gece your dala musaa L rs UEN g diss Ep rhe ol database yai Do a 2 BAS e lick Connect and enter sp rimam padesi bp ha diar 8 Enter a name you want to give the data source in field 1 You can use the same source again 9 Select the BASIS ODBC Driver in field 2 10 Click Connect D 4 ODBC Kit User s Manual References Microsoft Word The BASIS ODBC Driver Data Source Setup box appears ASS DEE Cura Data Soma Sete Ende aka Sourc
59. ense Information Confirmation screen appears Confirm all the displayed information and if it is correct click OK If there is an error click Cancel and reenter the information Phas ko hal ad rica balcon cal iw n remus pem cick Lance ic hn rus inch Cum pi KOTE cono ull ec ins Las pecan por kan Far Hands Een 5 The Success box will appear when the E mail has been sent to BASIS Click OK to continue 6 If you want to install another license click Yes The License and Registration box see step one appears If not click No and the Registration Notification screen see step seven appears ae yom Bos ga ta IL ODBC Kit User s Manual G 3 Registration and Delivery References 7 Follow the instructions on the screen and click Next liren Ha parmaramni Ba Eg WEB Foires Bu dde tie acd e pc in he To m sciL ELS b ILE PUTER M ATIO HAL Figg Van Chas patie copo anc dor 1 E E rand fica the 5 nrc spores and e nen m ese Hn BASIS 8 If you have not installed the license click Yes The installation process will begin with the Install A BASIS License screen shown on page 2 13 If you do not want to install the license click No and the Attention screen below appears and the installation pro
60. er problems with the existing table links in the sample data base delete them and follow these steps 1 Select Get External Data and Link Tables from the File menu or right click the database container and select Link Tables ODBC Kit User s Manual A 3 Microsoft Access References The Link dialog box appears 2 Select ODBC Database in the Files of type field The Select Data Source dialog box appears 4 ODBC Kit User s Manual References Microsoft Access 3 Select the Machine Data Source tab The Machine Data Source tab is displayed Date Source Tre Dompn 5 CREA Line ERSTE Leer CSE ne Lips Local FoxPro Files her 37 Drs Dais Dais Tant Fila Lh A adn conca panie da Fa acts ne chased nar ave Aser nn his char tbe Het are tata be le des hH ara De Be ee 4 If you have set up an OSAS ODBC machine data source select it and click OK Otherwise click New Clicking New starts a data source creation wizard that will guide you through the process for setting up a new data source Refer to chapter 2 for instructions on creating a new data source ODBC Kit User s Manual A 5 Microsoft Access References The BASIS ODBC Driver Data Source Setup screen appears BASS COE Deva Data domos Tue pasta Hover UAE Cata Darin H Deceapior Ear caia la
61. er s Manual 2 17 Installation For Windows 95 98 NT 2000 Installation 27 The Setup Complete screen appears If you do not want to restart your computer click No If you do want to restart your computer now first be certain that all other programs are closed and click Finish to activate your ODBC driver Setup cai herbed copeng Heri In pus compules BASIS Delos pau can une Ihe peepee ata ide nie en E Fi nari Kar rione 7 Mel vell recta rg capta Inder 1M ERR ATI OR AL Fiese ye dohi cas vem dhai and thee chek Feel te compila 28 Before you use the ODBC driver you must e install the ODBC Kit from your OSAS media create the config tmp file see page 3 3 Once you have completed these two steps follow the instructions on page 2 19 2 18 ODBC Kit User s Manual Installing ODBC Drivers After installing the ODBC media you need to create and setup your ODBC drivers 1 From the Control Panel select 32 bit ODBC Administrator Ld Wen Ge Fe X th gt 1 Up Ciim Fare Te 41 Conrad Pol aj ON IO m Aj xvi Aog e raa bier ere et x 0 ede uet Pega Thara Paes amp m Firat Fait Foul Y e cea d c Oo o 9 u iA Heder Mac U rada band Parati Een EEE 2 Onthe ODBC Data Source Administrator screen select the tab File DSN and click Add
62. er the filename to build the fields from in the screen that appears Goto Press G to go to a specific file Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed OK command ODBC Kit User s Manual 4 19 Fields Dictionary Tools Edit Append Fields Screen Ei Fink Lowaswh Ede podes ws Hep 2x0 hh mo te 0004 0 Decca laih D Molen Chancho i Humare 2 Varas Length 1 Finks Torna ne 10 d E 5 avg Elen 1 T Hoa top vsa M Field Definitions Field Name Description Field Number The field number is displayed Field ID Enter the field ID Any word you enter is checked against the reserved word file and a warning appears if you enter a reserved word A reserved word is a key word from a third party ODBC and SQL language that should not be used for field names Description Enter the field description 4 20 ODBC Kit User s Manual Dictionary Tools Fields Field Name Field Type Numeric Type Variable Length Field Terminator Field Length Array Elements RW Name Variable Template Notes ODBC Kit User s Manual Description Enter one of the following letters for the type of field C Character Numeric U Unsigned Integer I Signed Integer F IEEE Float D BCD Float B Business Math X C Fl
63. ery 97 Information about using Microsoft Query is contained in Appendixes B and D See those appendixes for specific examples ODBC Kit User s Manual C 1 Microsoft Word This appendix walks you through creating a dunning letter using the ODBC Kit Microsoft Query 97 and Microsoft Word 97 If you require more information about Microsoft Word consult the Microsoft Word User s Guide or Online Help Before you create this form letter complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Microsoft Query 97 and Microsoft Word 97 This appendix includes instructions for using Microsoft Query with Microsoft Word If necessary you can install Microsoft Query from the Microsoft Office 97 media You may also need to create a shortcut to Query manually To create a form letter create a query for the form letter and merge the letter and query follow these steps 1 Start Microsoft Word ODBC Kit User s Manual D 1 Microsoft Word References The Word main screen appears NS ELA pU E a ial Md VO ofc aub a W 1 EiE Oe he espada a F ru Art Dek hen 1 vieles 2 Select Mail Merge from the Tools menu D 2 ODBC Kit User s Manual References Microsoft Word The Mail Merge Helper dialog box appears thia Ea prb up a ral marga Begin be hoc tha Create bution Dore sauce 35 CAL M
64. es Menus removing items from 1 20 Field Down function key 1 23 1 39 pull down menu command 1 23 Field Up function key 1 23 1 39 pull down menu command 1 23 Fields function 4 17 Files function 4 9 First Line command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 29 Function Help function key 1 36 Function help 1 20 function keys IX 3 Ctrl G 1 37 Ctrl F 1 39 Ctrl G 1 39 Ctrl J 1 23 Ctrl O 1 39 Ctrl V 1 39 Ctrl Z 1 24 1 30 Del 1 30 1 40 Down Arrow 1 23 End 1 30 1 40 Esc 1 36 1 38 F1 1 26 1 38 F10 1 24 1 41 F2 1 23 1 29 1 38 F3 1 23 1 38 F4 1 38 F5 1 23 1 38 F6 1 23 1 38 F7 1 23 1 38 F8 1 38 F9 1 40 graphical menus 1 14 Home 1 30 1 40 Ins 1 30 1 40 Left 1 30 1 40 PgDn 1 23 1 39 PgUp 1 23 1 37 1 39 Right 1 30 1 40 Shift F1 1 26 1 38 Shift F10 1 30 1 41 Shift F2 1 38 Shift F3 1 28 1 42 Shift F4 1 28 1 42 Shift F5 1 28 1 43 Shift F6 1 28 1 43 Shift F7 1 28 1 43 Shift F8 1 28 1 43 Shift F9 1 24 1 30 1 41 Tab 1 37 1 39 Up Arrow 1 23 1 39 G Global Inquiry defined 1 3 graphical menu exiting from 1 12 IX 4 features of 1 11 keyboard commands 1 14 right click menu 1 14 sample screen 1 12 graphical menus right click menu 1 20 graphical mode defined 1 4 H Help 1 20 function key 1 26 1 38 pull down menu command 1 26 tool button 1 19 1 22 help commands
65. es menu 2 Move your cursor to the submenu or application you want removed 3 Press F10 ODBC Kit User s Manual 1 35 Introduction Function Keys Used in the Text Menu Most keyboards have a set of function keys usually labeled with the letter F and a number Within the menu commands are assigned to these function keys You can use the commands to work with data entry screens Except for the Command Help Esc the Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any command Key Esc Command help F1 Function Help F2 Favorites Menu F3 Change Company F4 Access Code F4 twice Other Menu F5 Live Sample swap F6 Workstation Date F7 Exit F9 Application Setup Operation Views the list of commands for the menu To close the commands window press any key Displays help information for this function Displays the Favorites menu or changes to the regular menu from the Favorites menu Allows you to switch between companies Displays the Access Code prompt Opens a menu of utilities A calculator and Global Inquiry which consolidates and presents information from other applications are some of the utilities on the Other Commands menu See the Resource Manager User s Manual for information about the utilities on the Other Commands menu Switches between live and sample data Displays the current wo
66. file of reserved Structured Query Language SQL words or to other words you want flagged as reserved Reports No report is associated with this function Screen Use Screen Description Add Change Reserved Use the Add Change Reserved Words screen to update the Words reserved words file ODBC Kit User s Manual 4 33 Add Change Reserved Words Dictionary Tools Add Change Reserved Words Screen Allee EESTI ES Command Es pes thes Hen wm amm oos k Caes Fred rd psu i Dexia Fok ABSOLUTE Cosparg hH COLTS Taal TODE CEU Field Definitions Field Name Description Inquiry Reserved Word Enter the reserved word Description Enter a description for the reserved word Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the Main menu use the Proceed OK command 4 34 ODBC Kit User s Manual Tables Use the Tables function to set up and maintain the ODBC Kit table Tables store information about the system data options and default settings for other applications The following tables are related to the ODBC Kit ODEXTxxx For more information about the ODEXTxxx table see its individual description in this section The OPT Options tables store options and interfaces settings Maintain the information stored in this table through Resource Manager functions not through the table itself Screen Use Screen Descripti
67. ft Excel References The BASIS ODBC Driver Data Source Setup box appears IASG DOR Cura Data Soc Ende Dita Source Sache ation DataSource Hore Desi abane C crine abri 7 Enter the file path and name of the CONFIG TPM file you set up from within the OSAS ODBC software in the Database Configuration field or select Browse and locate the file If you already built the shadow dictionary click on the Advanced button and check the options for No Shadow Dictionary Consistency Check and Fast Connect to improve performance See online help for additional information about the options that come with the Advanced button If you are using OSASCS and you use the data server to access your data enter your login name in the Network User ID field 8 Click OK to connect to the data source You are returned to the Create New Data Source screen 9 Select a table in field 4 if you want to select a default table source otherwise leave field 4 blank and select any table when you develop the query If you select a table the list of tables always starts at that table Otherwise the list of tables starts at the beginning of the list B 4 ODBC Kit User s Manual References Microsoft Excel The Choose Data Source box appears Chosse his Some Ki ES Escel Files eod shes able Fafe sot arden ME Arca 9 Date ras rasa AS Tei Flies rex ES rond m nri 10 Select the
68. he Text menu the Graphical menu or the Start style menu In Windows use the Workstation Configuration Defaults function see the Resource Manager User s Manual to select the style of menu you want displayed by default or you can press Shift F5 to toggle between the menu styles from any menu You can use any of the menus regardless of whether you use the text or graphical modes for the OSAS functions Favorites Menu The Favorites menu operates in any of the menu formats The Favorites menu allows quick and easy access to the OSAS functions you use most allowing you to add selections for entire menus or particular functions With the Favorites menu you save time in no longer switching to and from commonly accessed applications For example if you perform tasks in several applications such as Transactions and Cash Receipts in Accounts Receivable GL Account maintenance in General Ledger and Price and Item Inquiry functions in Inventory you can set up a Favorites menu rather than moving between each application s menus Once you have set up your Favorites menu you can open a function for use with one press of the Enter key or the click of a mouse button Favorites Menu Graphical Style AR Canis Riecepis PL Ld Cah lecepiz GL IM Price andre IM Ken Locsiiora For a sample of the Start style favorites menu see page 1 21 For a sample of the text favorites menu see page 1 35 1 10 ODBC Kit User s Manual OSAS
69. he last line item in the entire list Delete the line item at the prompt gt Insert a line item at the prompt gt Edit the line item at the prompt gt ODBC Kit User s Manual Reports Selecting a Range of Information Sorting To produce a report you must specify the amount of information you want in the report To produce a report that includes all the available information leave the From Thru fields on the report function screen blank For example if you want information about all the vendors to be in a report leave the Vendor ID From and Thru fields blank e To limit the amount of information in the report enter the range of information in the From Thru fields For example if you want a report to include information only about vendor ACE001 enter ACE001 at both From and Thru If you want the report to include information only about vendors that start with CO enter CO at From and COZZZZ at Thru Each field where you enter information on a report function screen usually restricts the overall output of the report For example if you leave the Vendor ID From and Thru fields blank the report will contain information about all the vendors But if you enter invoice 100 in the Invoice Number From and Thru fields and invoice 100 is assigned only to vendor ACEOO01 the report includes information only about vendor ACEOO01 Information for reports is sorted first by a space _ then by characters then by digi
70. hift F9 Copy field contents Shift F10 Paste field contents Operation Move the cursor to the right Move the cursor to the left Delete the character the cursor is on Switch insert mode on and off When the INS flag appears at the bottom right corner of the screen on the status bar characters you type push characters after the cursor off to the side When insert mode is turned off OVR appears on the status bar characters you type write over existing ones Move the cursor directly to the beginning of the field Move the cursor directly to the end of the field Restore a field to the way it was before you changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command to clear the field Copy the contents of the current field Paste the value you copied from a previous field into the current field ODBC Kit User s Manual Introduction Inquiry Commands OSAS Graphical When you use the Inquiry command several other commands become available for you to use in the inquiry window The Inquiry windows operate in two modes Search and Sort You can toggle between these modes within an Inquiry window by pressing the Ins Insert key You can also choose the default mode for the inquiry windows by using the Defaults function on the Resource Manager Workstation Configuration menu e In Search mode you can move through the keys listed by typing progressi
71. ield Name Description Dictionary The dictionary extension is displayed Where Clause Enter the SOL WHERE clause selection criteria Use single quotation marks around strings For example APVE VENDORID ACE001 File Name Enter the file names 4 14 ODBC Kit User s Manual Dictionary Tools Files Command Bar Definitions Command Description Append Press A to add a file to link to from the current view file Write Press W to save your changes Select Statement Press S to edit the WHERE clause Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed OK command ODBC Kit User s Manual 4 15 Fields Features Use the Fields function to define and edit the fields in the data dictionary files Unless you are working with views you must be familiar with BB field types and the file layout in order to define fields If you are working with a view build the field definitions from existing files with the Build view from file command Reports No report is associated with this function Screen Use Screen Fields Edit Append Fields Fields View Build View From File Update Fields ODBC Kit User s Manual Description Use the Fields screen to define fields in the data dictionary files Use the Edit Append Fields screen to edit and add fields in the data dictionary files Use the Fields View screen to define and build fields in view files Use the Build
72. ige D oc Pl et Fin Mana PR To print the report Select Printer and choose the printer On some reports you can also choose whether to print the report in standard size print or in compressed print Click OK or press Enter in text mode to continue ODBC Kit User s Manual Introduction Reports To view the report in Print Preview mode e Select Print Preview and choose the printer On some reports you can also choose whether to print the report in standard size print or in compressed print Click OK or press Enter in text mode to continue To save the report as a File If you want to save the report as a data file for example to include it in a word processed report in CR LF format select File The data path for the workstation including the default drive appears if it is specified in the Defaults function Enter the filename and file extension using no more than 35 characters overall ODBC Kit User s Manual 1 47 Installation Installing BASIS ODBC Drivers Installation For Windows 95 98 NT 2000 Installing ODBC Drivers ODBC Kit User s Manual 2 3 2 5 2 19 2 1 Installing BASIS ODBC Drivers Follow these steps to install and set up the ODBC Kit on your computer 1 Use Resource Manager to install the OSAS ODBC Kit on your computer See the Resource Managers Installation Manual for installation instructions 2 Usethe Edit CONFIG TPM function to set up a configuration file poi
73. indows desktop click Start and then Programs 2 Click the BASIS ODBC Driver 3 01 folder and click Install a BASIS License 3 The Install A BASIS License screen appears Click Next Tree DAS laca Wied son nal ur regales LES Ez Legen Fou unt have ego ka a LESE Liceras or rci grad a dara m Here lemen cede do cobra rel gles a Leere Sed Dres ol ele doll ne T Congue ba appec deor do ba BTS Learn lee BASIS D Coripe fia applicatbani is use a BAS PIEDS Dada Server Liberan Lem ose G 14 ODBC Kit User s Manual References 4 Registration and Delivery Click Enter License Information Enter the information received from BASIS into the appropriate fields and click Next If you use OSASCS for Windows or UNIX Linux enter the name of the server that is running the Data Server If you are using standard OSAS or OSASCS for Novell leave the field blank In either case click Next ODBC Kit User s Manual G 15 Registration and Delivery References 6 Click Finish 7 If you do not want to view the readme txt file uncheck the box Otherwise click Finish G 16 ODBC Kit User s Manual References 10 Registration and Delivery The Setup Complete screen appears If you do not want to restart your computer click the No radio button If you do want to restart your computer now first be certain that all other programs are closed Click Finish to acti
74. iry windows operate in two modes Search and Sort You can toggle between these modes within an Inquiry window by pressing the Ins Insert key You can also choose the default mode for the inquiry windows by using the Defaults function in the Resource Manager e In Search mode you can move through the keys listed by typing progressively larger portions of the key you want to find For example when you type C the window displays keys beginning with the letter C When you next press A the window displays keys beginning with CA and so on e In Sort mode you can change the order of certain inquiry windows by pressing the letter key associated with the window sort You can see the available sorts in any inquiry window by pressing Esc Command Help To shorten your data search use a partial key inquiry to cut down the size of the inquiry list For example if you know that the ID starts with JAR enter JAR in the ID field before you use the Inquiry command The inquiry list will start with JAR and run through the end of the list ODBC Kit User s Manual 1 41 OSAS Text Introduction Key Operation PgUp Display the previous page of the window PgDn Display the next page of the window End Move directly to the last item on file Home Move directly to the first item on file Down Move down one item Up Move up one item Ins Look up Toggle between Search mode and Sort mode F7 Exit Leave the Inquiry window without selecting
75. ivers installing on Windows 95 2 5 installing on Windows NT 2 5 ODBC Kit description 1 5 installation checklist 2 3 interaction 1 5 menu structure 1 5 ODEXTxxx table description 4 37 setting up 4 37 OK Proceed function key 1 23 pull down menu command 1 23 verification button 1 22 OK command 1 9 Online Documentation function key 1 26 1 38 pull down menu command 1 26 tool button 1 22 Online help function key 1 39 turning on or off 1 39 Options table 4 35 OPTxxx table 4 35 OSAS conventions 1 8 running 1 8 system requirements 1 8 OSAS graphical version menu choices 1 11 Other function key 1 38 Other Command menu accessing 1 36 1 38 output device printer 1 46 P parameters access code 1 9 command to start OSAS 1 8 company ID 1 9 general expression 1 9 terminal ID 1 9 partial key inquiry 1 41 Paste function key 1 24 1 30 1 41 pull down menu command 1 24 tool button 1 22 PgDn inquiry command 1 32 1 42 report command 1 43 scroll region command 1 27 1 44 PgDn function key 1 23 1 39 text menu 1 37 PgUp function key 1 22 inquiry command 1 31 1 42 report command 1 43 scroll region command 1 27 1 44 PgUp function key 1 23 1 39 Pop Up Calendar tool button 1 19 1 22 Previous Line command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 29 Previous Page command function key 1 27 1 44 pull down menu command 1 27 scroll button 1 2
76. k in the graphical menus the menu bar and tool buttons offer you a choice in accessing these functions Such a choice is common in graphical Windows applications Using the mouse you can either move the cursor to the menu and click once or click on a tool button for the function desired Below is a sample of the OSAS pull down menu and tool buttons and a description of each T000 OPEN SYSTEMS Accounting Software File Modes Tools Favorites Other Help As Bo ODBC Kit User s Manual OSAS Graphical Introduction File Menu Ele Teor Fees bes Bosnae cP a Sopla FE me Merton date FE al E Tool Command Ke Button y Access code El F4 Sample data set F5 or Live Data set Workstation date F6 Exit F7 Using the Access Code dialog box Sel Acan Coda Result Displays the Access Code dialog box See Access Code dialog box below Toggles between the Sample Data and the Live Data Displays the Workstation date dialog box See Workstation Date dialog box below Exits from OSAS To change the access code enter the code in the field Then click OK to save your entry and return to the OSAS menu or click Exit to abandon the dialog box and return to the menu Using the Workstation Date dialog box ODBC Kit User s Manual Introduction OSAS Graphical To set a new workstation date enter the date in the field use the up down buttons to increase dec
77. ll the parameters into account For example if you are on terminal 2 you want to work with company B and the password is selena specify that information to enter the system osas t T2 c B a selena In UNIX you can enter the parameters in any order and you can use any combination You must leave a space between the parameter mark t c or a and the parameter itself In Windows you can click on the shortcut s properties and in the Target field enter your access code and your company ID For example using selena as your access code and H as your company ID enter C osas progRM osastm exe m4096 tT00 nTO00 aselena cH In the Windows icon properties the parameter marks m t or n can be entered in any combination but must be before the separation dash The access code and company ID commands a and c must be entered after the separation dash GUI Text Command Conventions When you see the phrase use the Proceed OK command in the user s manuals you can press the PgDn key in either text or graphical mode In graphical mode clicking the OK button has the same effect as pressing the PgDn key ODBC Kit User s Manual 1 9 Conventions Introduction Menu Conventions When you start OSAS the Main menu which presents the applications you can use appears If you are using the Resource Manager for UNIX or Linux the Text menu appears If you are using the Resource Manager for Windows you can choose between t
78. low Running OSAS OSAS runs in an operating system supported by 150 megabytes of permanent storage and 4MB of RAM You may need additional space or memory depending on the size of your data files and the operating system you use Consult your reseller for more information Starting OSAS To start OSAS on a computer running Windows double click the OSAS shortcut on the desktop or in the appropriate folder To start OSAS on an operating system other than Windows enter osas at the operating system prompt The osas command can recognize three parameters t c and a 1 8 ODBC Kit User s Manual Introduction Conventions The terminal ID t is the identification code assigned to the terminal you are using to work with OSAS On multiuser systems each terminal usually has a default ID that was assigned when the terminals were added to the system Use the t parameter only when you want to log on with an ID other than the default ID The terminal parameter is valid only if you are using Resource Manager for LANs The company ID c is the identification code assigned to a company If your system carries two or more companies and you do not enter a company ID the menu of the company entered by the last person who used the terminal appears The access code a is your personal password Refer to the Resource Manager User s Manual for information about assigning passwords The most general expression for getting into OSAS takes a
79. mand 1 43 scroll region command 1 27 1 44 End function key 1 40 Enter inquiry command 1 32 1 42 scroll region command 1 44 Enter key 1 39 text menu 1 37 Esc Command help 1 36 1 38 inquiry command 1 42 Executive Information Summary defined 1 3 Exit function key 1 23 1 38 pull down menu command 1 23 exit from inquiry window 1 32 1 42 from report to menu 1 43 from screen or window 1 23 1 36 1 38 Exit from OSAS function key 1 15 1 36 F F1 function key 1 14 1 26 1 36 1 38 graphical menus 1 14 text menu 1 36 F10 function key 1 41 graphical menus 1 15 text menu 1 37 F2 function key 1 23 1 38 graphical menus 1 14 text menu 1 36 F3 function key 1 22 scroll region command 1 27 1 44 F3 function key 1 23 1 38 text menu 1 36 F4 function key 1 38 graphical menus 1 14 ODBC Kit User s Manual text menu 1 36 F5 function key 1 23 1 38 graphical menus 1 14 text menu 1 36 F6 function key 1 22 F6 function key 1 23 1 38 graphical menus 1 14 text menu 1 36 F7 inquiry command 1 32 1 42 report command 1 43 F7 function key 1 23 1 38 graphical menus 1 15 text menu 1 36 F8 function key 1 38 F9 function key 1 40 graphical menus 1 15 text menu 1 36 Fast Connect F 1 Microsoft Access A 6 Microsoft Query B 4 D 5 Favorites Menu 1 10 adding items to 1 20 benefits of 1 10 changing to from 1 20 graphical sample 1 10 Start style sample 1 21 text sample 1 35 Favorit
80. n dabas soria V yoa derit eani soft tha dala click 6 ODBC Kit User s Manual References Microsoft Excel Use the Sort Order dialog box to select how the data is sorted in a query For example select a field in the Sort by field and check Ascending or Descending for the sort order Select subsequent fields and sort orders for hierarchical sorts For now do not enter any sort fields 13 Click Finish You are returned to the Microsoft Query screen pl 4 4 es Sum Cae iae oda ey ee ee The data in your query is displayed You can delete columns by selecting a column and pressing the Delete key You can also add a column by double clicking on the field name in the SOTH file ODBC Kit User s Manual B 7 Microsoft Excel References NOTE You can also select which fields you want in your query in the Choose Columns screen as shown on page B 5 above Instead of selecting the entire table you can click the box next to the table you want and select the given fields from the list 14 Select the following fields e BATCH ID e ORDER NUMBER e TRANSACTION TYPE e INVOICE NUMBER e INVOICE DATE e CUSTOMER ID e SUBTOTAL SALES TAX e TOTAL COST 15 Select Table from the main menu and choose Add tables The Add Table dialog box appears LT hid Dada 16 A list of all the tables is displayed Select the SOTD table and click Close Joining Fields 1
81. n is displayed Inquiry File Name Enter the file name Description Enter the file description View Definition 4 12 If the file is a view check the box or enter Y if not uncheck the box or enter N ODBC Kit User s Manual Dictionary Tools Files Field Name Type Record Length Key Size File Index RW Topic Long File Name ODBC Path Application ID Description Enter the file type I Indexed L Serial K Keyed S String P Program D Directory M Mkeyed Enter the file record length Enter the key size if the file is a single keyed or mkeyed file Enter the file index that the file is usually opened on Enter the GENERAL Report Writer topic within OSAS software Enter the long file name for the file Enter the path ODBC will use to see the file Use the variables DATA to specify the data path and CID to specify a company specific file These variables are defined in the CONFIG TPM file Enter the application ID for the file Command Bar Definitions This screen does not have a command bar Saving and Exiting To save your entries and exit to the Files screen use the Proceed OK command ODBC Kit User s Manual 4 13 Files Dictionary Tools Edit File View Information Screen F Timi ge Ls Discricmary Edit Fila View Information Mbere Clause File PADRE 5 Line Mumsner Field Definitions F
82. nager To turn the bell back on use this command again Text Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys You can use the commands to work with data entry screens ODBC Kit User s Manual 1 37 OSAS Text Introduction 1 38 Except for the Command Help Esc and Jump Tab commands and the Enter key you can use the Keyboard function in Resource Manager to reassign any function key to any command Key Esc Command help F1 Help F2 Inquiry F3 Delete F4 Other F5 Abandon F6 Maintenance F7 Exit F8 List Shift F1 Online Doc Shift F2 Information Operation View the list of commands for the screen you are on and the field you are in To close the window press any key Get information about the field you are working on Make a selection from a range of entries for a field if the Inquiry flag appears at the bottom of the screen Delete the information on the screen Since this command can delete an entire record use it with caution Open a menu of utilities A calculator and Global Inquiry which consolid
83. nd To select a function from an application menu highlight and select your choices the same way you do on the Main menu with one exception you can press PgDn only when an option leads to another menu and you must press Enter to select a function On an application menu you can press PgUp to move to the menu immediately above it If you are several menu levels away from the Main menu you can return to the Main menu by pressing PgUp repeatedly or by pressing the Tab key You can exit from a menu in these ways e Press the PgUp key to go to the previous menu one menu up e Press the Tab key to go to the Main menu e Use the Exit F7 command to go to the operating system 1 34 ODBC Kit User s Manual Introduction OSAS Text Text Favorites Menu Your Favorites menu saves time in moving between applications opening and closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 key Favorites Menu Text Style r Fevorcites Renta MIO AP Transactions GL Edit Transactions Transfers Journal To set up the text style display follow these steps 1 Move your cursor to the submenu or application that you want placed in the Favorites menu 2 Press F10 You can press F2 to verify your selection was added to your Favorites menu To remove an application 1 Press F2 to display the Favorit
84. nd close the window In Field Editing Commands When the cursor is in a field that contains information you can use the following keys and commands Key Operation Right Move the cursor to the right Left Move the cursor to the left Del Delete Delete the character the cursor is on Ins Insert on off Switch insert mode on and off When the Insert flag appears at the bottom of the screen characters you type push characters after the cursor off to the side When insert mode is turned off characters you type write over existing ones Home Move the cursor directly to the beginning of the field End Move the cursor directly to the end of the field F9 Undo Restore a field to the way it was before you changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command 1 40 ODBC Kit User s Manual Introduction OSAS Text Key Operation F10 Delete the characters in the field to the right of the cursor If Delete to end of line insert mode is turned off and you enter a character in the field s first position everything in the field is deleted Shift F9 Copy the contents of the current field Copy field contents Shift F10 Paste the value you copied from a previous field into the Paste field contents current field Inquiry Commands When you use the Inquiry command several other commands become available for you to use in the inquiry window The Inqu
85. nding as the sort order The results of the query will sort first by the customer s zip code and then by the customer s name 21 Click Next gt The Query Wizard Finish dialog box appears ad bak cado bka da do raai Saree Doone 22 Select View data or edit query in Microsoft Query and click Finish D 8 ODBC Kit User s Manual References Microsoft Word You are returned to Microsoft Query BLA Hem ASS Uu ADA LH ALAS FI AAA 1 LiT ZE Lu PATO d Thk TREAT BIUH I FE PEA Ev F m Tage Cac E Dui not 1s ATA SE Bullen mn THH bh H 8 THE Make wi eT wr 100154208 DET LE Hi HO COTY ma Loa J TA BORA AEUR E H D WASH rmn Tiri HELIDE 1081 CO TERT Rimi ar HALLE LA Ea a 1 23 Enter the following in the Criteria Field BALANCE 31 60 BALANCE 61 90 BALANCE 91 120 BALANCE OVER 120 UNAPPLIED CREDIT 24 Select the fields in the Criteria Field and copy them to the clipboard Ctrl C 25 Select Add Column from the Records menu The Add Column dialog box appears zn BALANTE El ow m Ca Column hazir on Fest pue s 26 Paste the clipboard Criteria Fields into Field Enter PAST DUE in the Column heading field Click Add and then click Close 27 You are returned to Microsoft Query
86. ns Each application addresses a different phase of your financial operations together they form a powerful accounting solution to your daily and periodic accounting needs Customer Support Open Systems has a strong commitment to customer service and product quality If you have difficulty in using Open Systems products consult the user s manual and other OSAS reference materials If you need more information consult a customer support representative OSAS Overview Resource Manager The Resource Manager application is the foundation or shell of OSAS it provides the operating environment that holds the other applications Resource Manager also includes three powerful business features Global Inquiry Executive Information Summary EIS and Print Manager With Global Inquiry you can drill around your accounting data to find selected information throughout your system With EIS you can access company information quickly and view summaries of all aspects of a company or a group of companies With Print Manager when you print reports to file your reports can be stored sorted printed and searched for specific text Base Applications Base applications are designed and produced with the largest possible number of industries in mind They are most effective when you interface them with each other Base applications are usually named after common accounting operations Examples are General Ledger Accounts Payable Purchase Order Accou
87. nting to a company 3 Install the BASIS ODBC drivers The BASIS ODBC driver is a 32 bit driver for Windows 95 98 Windows NT and Windows 2000 Installing the drivers is a two step process You must first install the drivers on the computer and then run a separate installation program to install the drivers into the operating system If you have not installed the Windows ODBC Administrator you may need to have the Windows installation disks or CDROM available Windows prompts you for the required media if it is necessary If you have single user ODBC serial and authorization numbers use the instructions below to install and register the ODBC drivers If you have a multiuser key you must use the BASIS License Manager and you will need to register and install the license through the License Manager Follow the instructions in the Reregistering Reinstalling a BASIS License section in chapter 2 of the Resource Manager Installation Manual to install the License Then continue with the instructions below ODBC Kit User s Manual 2 3 Installation For Windows 95 98 NT 2000 1 Start Microsoft Windows 2 Insert the CD into your CD ROM drive The OSAS CD ROM installation screen should appear automatically If it does start with step 6 to install ODBC If the installation screen does not appear start with step 3 3 Click Start and select Run 4 the letter of the CD ROM drive a colon and a backslash Then type
88. nts Receivable Sales Order Payroll and Inventory ODBC Kit User s Manual 1 3 Welcome to OSAS Introduction OSAS Versions 6 1 and Higher 1 4 You can use OSAS versions 6 1 and higher in text or character based mode on any supported operating system In Windows environments you have the choice to use either the text version or the graphical version While the interface is different in the two versions the functions in both versions are the same in screen layout and in function The OSAS user s manuals show screens in the graphical format You should be able to apply the information shown in the graphical examples to the text version with ease For specifics on using the graphical version of OSAS turn to page 1 11 For specifics on using the text version turn to page 1 33 ODBC Kit User s Manual The ODBC Kit Use the ODBC Kit to access your OSAS company information from any ODBC compliant application such as Microsoft Access Excel Query or WordTM Crystal Reports and so forth The functions available from the OSAS menu are used to manage the data dictionaries and the ODBC driver Menu Structure The ODBC Kit menu structure is similar to the structure of other OSAS applications functions appear roughly in order of use CONFIG TPM Use the CONFIG TPM function to set up a database configuration file for each company installed in OSAS whose data you want to access using the ODBC drivers Dictionary Tools
89. nu Screen Key Description Add to Remove Favorites Use the Add to Remove Favorites menu button to add the F10 desired submenu or function to or from your Favorites menu Change to Favorites Main Toggles your display menu between your Favorites menu F2 and your Main menu Sample data Live data F5 Switches between your sample data and your live data Setup F9 Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an application the application s user s manual will describe its usage Function Information F1 Displays information about the selected function 1 20 ODBC Kit User s Manual Introduction OSAS Graphical Graphical Favorites Menu Your Favorites menu saves time in moving between applications opening and closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 key or by selecting Favorites from the pull down menu Favorites Menu Start Style AF Tiarcackora SL Edit To add a function to the Favorites menu from the main OSAS menus simply highlight the function you want to add on the menu and press the F10 function key to add it to Favorites To remove a function from the Favorites menu highlight the function on the Favorites menu and press the F10 functi
90. nual G 7 Registration and Delivery References 3 The Install A BASIS License screen appears Click Next 4 Click Enter License Information Enter the information received from BASIS into the appropriate fields and click Next G 8 ODBC Kit User s Manual References Registration and Delivery 5 If you use OSASCS for Windows or UNIX Linux enter the name of the server that is running the Data Server If you are using standard OSAS or OSASG for Novell leave the field blank In either case click Next 6 Click Finish ODBC Kit User s Manual G 9 Registration and Delivery References 7 If you do not want to view the readme txt file uncheck the box Otherwise click Finish 8 The Setup Complete screen appears If you do not want to restart your computer click the No radio button If you do want to restart your computer now first be certain that all other programs are closed Then click Finish to activate your ODBC driver G 10 ODBC Kit User s Manual References 10 Fax Registration and Delivery Before you use the ODBC driver you must Install the ODBC Kit from your OSAS media Create the config tmp file see page 3 3 Once you have complete these two steps you can follow the following the ODBC Drives instructions on page 2 19 In the Registration Methods box click the Fax button Click the Fax Number button and enter the fax number at which you want to receive the license file inform
91. oat Y C Double If the numeric is a Boolean enter B If the numeric is a date enter J If the numeric is any other numeric enter O If the field type is non numeric this field is not available If the field is of variable length and requires a field terminator check the box or enter Y if not uncheck the box or enter N Enter the decimal code that is used to represent a field terminator in your file All OSAS standard files use 10 for their field terminator Enter the length of the field in bytes This field is set to 1 and cannot be changed Enter the name to be used in the GENERAL Report Writer Enter the variable ID used to represent the field If this application uses string templates leave the field blank Enter the string template ID Enter any descriptive notes 4 21 Fields Dictionary Tools Command Bar Definitions This screen does not have a command bar Saving and Exiting To save your entries use the Proceed OK command The other fields are scanned for matching field names If data changes have been made the Update Fields screen appears to update other fields with the changed data Fields View Screen ewes bs Hep Y Gi Bo Te Dr H uria 0001 Fie i Loa TiO 0 Decopiaa er Calar Fiel TA LUCATIUH 0 Maler Chata 1 2 Vase Length 1 wm on 0 PE Fiel Lengih 3 uy 7 Wi
92. omatic to have fields updated by the system enter Prompt if you want to be prompted for every field to be appended or changed 2 If you want to update the description with changes check the box or enter Y if not uncheck the box or enter N 3 If you want to update the field type with changes check the box or enter Y if not uncheck the box or enter N 4 If you want to update the field length with changes check the box or enter Y if not uncheck the box or enter N 5 Ifyou want to update the GENERAL Report Writer name with changes check the box or enter Y if not uncheck the box or enter N 6 If you want to update the notes with changes check the box or enter Y if not uncheck the box or enter N Command Bar Definitions This screen has no command bar ODBC Kit User s Manual 4 25 Fields Dictionary Tools Saving and Exiting To save your entries and return to the Fields screen press P or A and use the Proceed OK command If you select P enter your options for each changed or appended field 4 26 ODBC Kit User s Manual Indexes Features Use the Indexes function to define the keys used in OSAS Mkeyed data files You must be familiar with BB field and file types in order to use this function Reports No report is associated with this function Screen Use Screen Description Indexes Use the Indexes screen to add and edit data dictionary information about the keys used in OSAS MKeyed data files O
93. on Tables Screen Use the Tables screen to edit table fields ODEXTxxx Tables Screen Use the ODEXTxxx Tables screen to edit the data dictionary file extension used by your terminal ODBC Kit User s Manual 4 35 Tables Dictionary Tools Tables Screen Edt Mocks Heb wm ba 5D 7 a sur IE Xu Cosparg bi COATS Taal TODE CEA 1 To add or change a table enter the table ID A8 To set up a company specific table enter the table ID plus the one to three character company ID To set up a terminal specific table enter the table ID plus the three character terminal ID To delete the table use the Delete F3 command 2 If you entered a new table ID the Copy From field appears A8 To copy a company or terminal specific table enter the table ID plus the company ID and terminal ID A set of tables comes with the sample company Builders Supply You can copy the sample tables for a company and then change the appropriate fields To copy a sample table enter the table ID 3 Accept the displayed description of the table or enter a different description A40 4 36 ODBC Kit User s Manual Dictionary Tools Tables The number of columns the length of the columns and the type of characters you can enter alphanumeric A numeric N or numeric with one to four decimal places are displayed ODEXTxxx Table The ODEXT table stores the data
94. on key to remove it from the menu You can also use the right click menu to add a function to Favorites or to remove a function from Favorites Graphical Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below In OSAS commands are assigned to various keys on your keyboard as well as to certain tool buttons and pull down menu selections You can use these commands to work with data entry screens If a tool button or menu selection appears grayed out or muted the command is unavailable at this time ODBC Kit User s Manual 1 21 OSAS Graphical Introduction Function Tool Bar Buttons 2xe Tool Button Key Result F6 Go directly to the appropriate File Maintenance function to 39 update information about the field you are in F3 Delete the information on the screen Since this command can delete an entire record use it with caution x PgUp Move the cursor back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made gt U Shift F9 Copy the contents of the current field E Shift F10 Paste the contents you copied from a previous field into the current field Displays the calculator screen El Displays the pop
95. ou choose the Start menu you can select applications from the Main menu by using the arrow keys to highlight your choice and pressing Enter by clicking the selection or by holding the mouse cursor over the selection until the menu appears From any application menu you can select a button from the previous menu to move directly to that menu If you are several menu levels away from the Main menu you can return to the Main menu by clicking items on the previous menus ODBC Kit User s Manual 1 11 OSAS Graphical Introduction Graphical Main Menu i PUO OPER SYSTEME errantes Softee L jade ooh Fronten o es Haie Sa a _ _ OSAS ENNNCT LIONE 90 em Pirate Information Se Acond able Did fork Veronica Bill of Fd Fitting ial Hiztory Sont Aroma Parera Sumy Hice Fasz lut Ger Ledge Parade Franz Pap recen dob Cari Fin klendanar ca DOBC Ki Visites File Lett Faad Puschaza Cincher i apare Haag Company Terns 1000 104720721000 2 42 You can exit from a Graphical menu in these ways e select a button from a previous menu e press the Tab key to go to the OSAS menu e click the Close box in the upper right hand corner of the window to close OSAS use the Exit F7 command to close OSAS select Exit from the pull down File menu to close OSAS 1 12 ODBC Kit User s Manual Introduction
96. ou must now register for a BASIS license If you have not installed a license click Next and proceed to step 14 If you have already received your license file or if you are using the BASIS License Manager check the box click Next and continue from step 18 on page 2 13 afecto Me PS Laere Fi i Tha ir cher poa gh ihe cocer af or a andi roi alin S BASES pe orsa Phan res ai ce T raus che and cr accu ge eg dejas de Fas ial mw cr ge Ka i ri irm ride Mean gerade hran a Lorm aed pou map eel ert Paar im check THR PR HET Io KAL rip circ HL III EPIIT BASIS fca an urmg a Liceras Php 12 pee eq ODBC Kit User s Manual 2 9 Installation For Windows 95 98 NT 2000 Installation 2 10 14 In the License Registration Information screen fields enter the information requested The Serial Number and Authorization Number can be found on the BASIS License Registration Form that was included with the media Click Next when finished ODBC Kit User s Manual Installation Installation For Windows 95 98 NT 2000 Web Browser 15 Ifthe computer is connected to the Internet use the default Web Browser If you choose any other registration method follow the appropriate steps in Appendix G Click Next 16 The License Information Confirmation screen appears Check the Serial and Authorization Numbers with those on your License Registration Form and click OK
97. rease the date displayed or click System Date to change the date to match the operating system date Then click OK to change the workstation date Abandon to restore the original date displayed or Exit to return to the Main menu Modes Menu Ele Moder Inde Fyeates ws pep Funciona Cani Ee Scale GL Screen cn T Tool Command Ke Result Button y GUI Functions Shift F6 Toggles between GUI function screens and text function screens Scale GUI Shift F7 Toggles scaling of GUI screens on Screens and off When scaling is off the default mode the screen size is smaller when you use higher monitor resolutions Tools Menu D Heder Took Fyre bes ir sie Tool Command Ke Result Button y Calculator Displays the Windows calculator ODBC Kit User s Manual 1 17 OSAS Graphical Introduction Favorites Menu Dh Bader Forms hen oor 7 DhangeroFavolies c Tool Command Ke Result Button y Change to e F2 Displays the Favorites menu Main Favorites 24 menu See Graphical Favorites Menu on page 1 21 Other Menu Dh beki Festes Dear Heb Tea IA m a La Esscuds pescara Speen Carra Cal a PAD Pop Produc Appicatoe 0 piora The Other menu contains a set of utilities A calculator and Global Inquiry which presents data from several applications are two of the utilities on the Other menu See the Resource Manager User s Manual for information abo
98. rectory called WINDOWS on the C drive of each computer where the ODBC driver is installed Enter the file path and database configuration filename in the Database Configuration field in the BASIS ODBC Driver Data Source Setup dialog box when you install the BASIS ODBC driver or when you access OSAS data using the BASIS ODBC driver ASS DOR Cura Data Sora Sele Ende aia 3 puce S peche aae E Data Source hjara 15455 os ncque HHE Deoa E taxe C orf alan Hen MEE Reports No report is associated with this function ODBC Kit User s Manual 3 3 Edit CONFIG TPM Create Edit CONFIG TPM Screen Use Screen Description Edit CONFIG TPM Use the Edit CONFIG TPM screen to create and edit database configuration files Edit CONFIG TPM Screen MA award Modes Die Sorolla Hen xo Apo 4 po aee Path arid Piara of GORF IG TPM Fila Data j z EST 5 TEM Lie Mo SORT oi OOOO Under edt depend ins Change COMFIG Hama GPL T DDE CHI Field Definitions 3 4 Field Name Description Path and Name of Enter the file path and name of the database configuration file CONFIG TPM File you want to work with Enter a Vat the end of a directory path If you enter a new path or database configuration file name a skeleton file is built ODBC Kit User s Manual Create Edit CONFIG TPM Edit CONFIG TPM Field Name Description Dic
99. rkstation date and allows you to change it Exits from OSAS Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an application the application s user s manual will describe its usage ODBC Kit User s Manual Key F10 Add to Favorites Shift F2 Application Info Shift F5 Change menu style Shift F6 Toggle GUI screens Shift F7 Toggle GUI scaling PgUp Start over Tab Jump Enter Up or Down Ctrl G Bell on off OSAS Text Operation Allows you to add to and delete from your Favorites menu Displays information about the applications you have installed Switch between text and graphical menu styles without going into Defaults If you are using the graphical version of OSAS this command toggles between graphical screens and text based screens for the functions you use If you are using the graphical function screens this command toggles screen scaling on and off When scaling is off the default setting the graphical screens become smaller when you use higher monitor resolutions Move back one menu level Move back to the Main menu Select a menu or function from a menu Move the cursor up or down through the menu selections If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function in Resource Ma
100. s wee m Temple Field Definitions Field Name Description Dictionary The dictionary file extension is displayed File Name Enter the file name to edit File Size The file size is displayed 4 22 ODBC Kit User s Manual Dictionary Tools Fields Field Name Soft Size Field Number Description Field Type Numeric Type Variable Length Field Terminator Field Length Array Elements ODBC Kit User s Manual Description The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed Enter the field ID Any word you enter is checked against the reserved word file and warning appears if you enter a reserved word A reserved word is a key word from a third party ODBC and SQL language that cannot be used for field names The field description for view files is View Column Enter one of the following letters for the type of field C Character Numeric U Unsigned Integer I Signed Integer F IEEE Float D BCD Float B Business Math X z C Float Y C Double If the numeric is a Boolean enter B If the numeric is a date enter J If the numeric is any other numeric enter O If the field type is non numeric this field is not available If the field is of variable length and requires a field terminator the box or enter Y if not uncheck the box or enter N Enter the decimal code that is used to represen
101. s 95 98 NT 2000 10 The Software License Agreement screen appears After you read the Software License Agreement screen text click on Yes to accept the agreement 11 On the Setup Type screen you have three choices how to install your ODBC software For new installation Typical is recommended ODBC Kit User s Manual 2 7 Installation For Windows 95 98 NT 2000 Installation The destination folder automatically defaults to your C drive If you want to install ODBC on another local drive select Browse and type in the drive letter where prompted Phares lvo aL 2 Decken ts Dien Typical Setup 12 The Select Program Folder screen adds a folder on the drive you selected and adds a shortcut for your ODBC driver Select Next edd pon icone en the Falces inier bein 5 vell al fiche Lii it b i Dr eai 4 Falda kei Click Haad to condi a re Prorat F E ku 2 8 ODBC Kit User s Manual Installation Installation For Windows 95 98 NT 2000 When you click Next the BASIS ODBC Driver 3 01 folder is created and the file copy begins ap BAS MRC Diners X UI C044 HDDUSES emu Pan BEES DDEC Deam 1 E BASIS ODBC Driver 3 01 9 n s m S456 DB bera BAGG Angie Wama mre ha Dran Haia Lese Lina Prodat Mis aca bd de 13 Y
102. splays the tool buttons and functions keys you can use Displays or returns from the Favorites menu Displays the Access Code dialog box Switches between live and sample data Displays the current workstation date and allows you to change it ODBC Kit User s Manual Key Command F7 Exit F9 Application Setup F10 Add Remove Favorites Shift F2 Application Info Shift F5 Change menu style Shift F6 Toggle GUI screens Shift F7 Toggle GUI scaling Pull Down Menus OSAS Graphical Operation Exits from OSAS Performs certain application setup tasks For example in General Ledger you can select the year with which you want to work If Setup is required in an application the application s user s manual will describe its usage Adds functions to and deletes functions from your Favorites menu Displays information about the applications you have installed Switch between text and graphical menu styles without going into Defaults Toggles between graphical screens and text based screens for the functions you use Toggles screen scaling on and off When scaling is off the default setting the graphical screens become smaller when you use higher monitor resolutions When using the graphical menus you can use the pull down menus and tool buttons buttons with graphical icons in a row below the pull down menus to access functions without using the function keys While the function keys wor
103. t Number Lookup e PIVOT DOC Microsoft Word instructions for setting up an Excel Pivot table SOORDERS XLS Sales Orders Pivot Table Lookup e ARCUST XLS Customer History Lookup and Graphs This appendix includes instructions for using Microsoft Query with Microsoft Excel If necessary you can install Microsoft Query from the Microsoft Office 97 media You may also need to create a shortcut to Query manually You can find additional information about using ODBC with Microsoft Excel on the Open Systems Web page on the Internet at http www osas com ODBC Kit User s Manual B 1 Microsoft Excel References Building a Query For a Pivot Table 1 Start Microsoft Query 2 Under the File menu select New B 2 ODBC Kit User s Manual References Microsoft Excel The Choose Data Source screen appears MS Aram 57 1 DAS Text Files rest EU FF pete uen Ward o conste nre 3 Select New Data Source and click OK The Create New Data Source screen appears het nara do yoa pani bo gaa your dala musca L ris Lain forthe type of iod mand o sneer i Er ODBC Dram DIT Mick Connect anc andar are risma bp the diar 4 Entera name you want to give the data source in field 1 You can use the same source again 5 Select the BASIS ODBC Driver in field 2 6 Click Connect ODBC Kit User s Manual B 3 Microso
104. t a field terminator in your file All OSAS standard files use 10 for their field terminator Enter the length of the field in bytes This field is set to 1 and cannot be changed 4 23 Fields Dictionary Tools Field Name RW Name Variable Notes Description Enter the name to be used in the GENERAL Report Writer Enter the variable ID used to represent the field If this application uses string templates leave the field blank Enter any descriptive notes Command Bar Definitions Command Enter edit Append Write Build view from file Saving and Exiting Description Move the prompt to the line you want to edit and press Enter Press A to add a file Press W to save your changes Press B to build fields from a file This option is available only when the file selected is a view Enter the file name to build the fields from in the screen that appears To save your entries and exit to the Main menu press W and use the Proceed OK command The other fields are scanned for matching field names If data changes have been made the Update Fields screen appears to update other fields with the changed data 4 24 ODBC Kit User s Manual Dictionary Tools Fields Update Fields Screen Edt biska ia Help rn mus kane ic ls awed Ks col D Fid Largh Hao E Field Definitions 1 Enter Aut
105. tion Successful screen appears AD i MI E LT k Tie prikant iiaia Me lle redes h ajni eim all Ina farri n Men Dr Click Yes and the BASIS License screen appears again Click No to continue 22 Ifyou use OSASC for Windows or UNIX Linux enter name of the server that is running the Data Server If you are using standard OSAS or OSASCS for Novell leave the field blank In either case click Next and skip to step 25 ae rin do coterie ia a Data are pou y rere al bhp terap Esp m rang conden Kar ren Fm Bue BER ES ID Viena an ol Heg of paar zorhaci ena Fre lp inea ram Via rail d e borat rdi om 0 pud SUTENMEKATIDMHAMLI m CDASIS E HERES ODBC Kit User s Manual 2 15 Installation For Windows 95 98 NT 2000 Installation 23 If you are using the BASIS License Manager the following screen appears Enter the name the server that is running the BASIS License Manager and click Next 24 The Installation Successful screen appears Click OK to continue 2 16 ODBC Kit User s Manual Installation Installation For Windows 95 98 NT 2000 25 Click Finish 26 If you do not want to view the readme txt file uncheck the box Otherwise click Finish ODBC Kit Us
106. tionary Enter the file path to the data dictionary files Data Enter the file path to the company data CID Enter the company ID for the database configuration file Sysfil Enter the file path to the system data files Command Bar Definitions Command Enter edit Append Line Write Change CONFIG TPM Names Saving and Exiting Description Move the prompt to the line to edit and press Enter Press A to add a line Press W to save your changes Press C to save your changes to a new configuration file To save your entries and exit to the Main menu press W and use the Proceed OK command ODBC Kit User s Manual 3 5 Dictionary Tools Introduction 4 3 Copy File s To Dictionary 4 5 Files 4 9 Fields 4 17 Indexes 4 27 Add Change Reserved Words 4 33 Tables 4 35 ODBC Kit User s Manual 4 1 Introduction Use the functions in this chapter to set up and maintain files fields and indexes in the main data dictionary for the companies installed in OSAS to delete unnecessary file definitions and to maintain the list of reserved SQL words ODBC Kit User s Manual 4 3 Copy File s To Dictionary Features Use the Copy File s To Dictionary function to copy file field and index definitions from one data dictionary to another Reports No report is associated with this function Screen Use Screen Description Copy File s To Dictionary Use the Copy File s To Dictionary screen to copy file field
107. tions from the data dictionary Back up data dictionary files files with 1 as the file extension before you delete modify or create files in case you make mistakes A view is a structured query language SQL term that represents a glimpse at the data contained in your files The fields in a view can be from more than one file Views can also have criteria applied For example a view can include vendor names and mailing addresses for a form letter but include only vendors in a selected state You should be familiar with SQL or become familiar with the predefined views in the data dictionary before creating views You should be familiar with BB field and file types in order to append files to the data dictionary Back up your data dictionary files before you create files then you can restore the dictionaries if problems occur Use the Files function to delete unnecessary file definitions from your data dictionary to increase performance and decrease the amount of disk space used by the shadow dictionary Reports No report is associated with this function Screen Use Screen Description Files Use the Files screen to set up and maintain information about the OSAS data files in the data dictionary ODBC Kit User s Manual 4 9 Files Dictionary Tools Screen Description Edit Append Files Use the Edit Append File screen to add and edit the OSAS data file information in the data dictionary Edit File View Information Use the E
108. ts then by uppercase letters and finally by lowercase letters No matter what you enter in the From and Thru fields however your entries are sorted in alphabetical order unless the function provides an option to sort the information differently Sorting by alphabetical codes or IDs is easy For example the ID ACL comes before the ID BB because comes before B ODBC Kit User s Manual 1 45 Reports Introduction But take notice when you enter codes or IDs that consist of something other than letters the order might not be what you expect For example if 20 items are labeled 1 through 20 and you want all of them to be in a report you might enter 1 at From and 20 at Thru expecting them to be listed 1 2 3 19 20 However since OSAS sorts in alphabetical order they are listed in a different order 1 10 19 2 20 3 9 To prevent that situation pad extra spaces in codes and IDs with zeros so that numbers in alphabetical order are also in numerical order In the example above the items would be labeled 00000000000000000001 through 00000000000000000020 Output the Report 1 46 When you use the Proceed OK command the Output Information screen appears i Dupa eee LL Pret halo Lara D rines PiL Punt San Lam LPO Wirdora Ded malit Finder cd POD Pie Dodo Dod poss ro D M gis LPA mer laisi Prim enda Cra pe PC Pini ag ide Lange Diod Hada E Paw Pre zeug ade Car
109. u can use the and wildcard characters to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search ODBC Kit User s Manual Introduction OSAS Graphical Other Graphical Function Controls Function Field Inquiry 8 When the Inquiry button appears next to a field you can either click on the button or press the F2 Inquiry key Graphical Scroll Region Buttons Use these command in scroll region areas to move between the lines in the region Scroll Button Key Result Home Moves the cursor to the first line in a scroll region br PgUp Moves the cursor to the previous page of lines in a scroll region gt Up Moves the cursor up one line al j Down Moves the cursor down one line v gt PgDn Displays the next page of lines in the scroll region zj End Moves the cursor to the last line in the scroll region zi Help Commands When you use the Help F1 command you can use these commands Key Operation F6 Maintenance Edit a help screen F7 Exit Exit from the help screen and close the window ODBC Kit User s Manual 1 29 OSAS Graphical Introduction In Field Editing Commands When the cursor is in a field that contains information you can use these keys and commands Key Right Left Del Delete Ins Insert on off Home End Ctrl Z Undo S
110. up calendar screen You can use the calendar to add and review reminders for any date ii F1 Displays information about the field you are in EJ Displays the on line documentation amp Verification Buttons _Abandon Click on the OK button to proceed to the next screen or to save your entries click on the Abandon button to abandon your entries i 1 22 ODBC Kit User s Manual Introduction OSAS Graphical Function Pull Down Menus Commands Menu Lawmmands Edi Podes har Pep iram 45 Hanizrance FE Pape Padre Sl Faid Lips ips Fallen Downs FE F Jura Dido Lal Er Selection Key Inquiry F2 Maintenance F6 Proceed OK PgDn Start Over PgUp Field Up Up Field Down Down Abandon F5 Delete F3 Jump Ctrl J Exit F7 ODBC Kit User s Manual Ta Operations Use the Inquiry command to display a list of valid entries for the current field from which you can select a choice Go directly to the appropriate File Maintenance function to update information about the field you are in Proceed to the next screen or save your entries Move back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made Move the cursor to the previous field Move the cursor to the next field Move the cursor back to the first field on the screen Any entries or changes you
111. ut all of the utilities on the Other menu 1 18 ODBC Kit User s Manual Introduction OSAS Graphical Help Menu pe ek Iob Fgeris D er Hwip CERA E Tool Command Ke Result Button d Help F1 Displays descriptions of the r4 application menus and functions About OSAS Displays the About OSAS dialog box Tool Bar Icons 33 BO BES There are three icons on the tool bar that were not described above Tool Button Key Result Shift F2 Displays the Application Information dialog box Displays the pop up calendar screen You can use the calendar to add and review reminders for any date p Opens an MS DOS prompt Displays a screen for calling any BBx program that does not require variables to be passed to it See Appendix F the Resource Manager User s Manual n ODBC Kit User s Manual 1 19 OSAS Graphical Introduction Other Graphical Menu Features The graphical menus offer more than shortcuts to menu commands You can also switch between live and sample data or change to another company and its data set Change Company Field H Dude Supp Select the company to change to from the pull down list box Data Set Tara er Lie Dua PT Dads On the Start menu you can check the Live Data radio button to work with live data or check the Sample Data radio button to work with sample data You can also press F5 to change between sample and live data Right Click Me
112. vate your ODBC driver Setup iar herbed copeng Herr In pocos compules pos can the pagers pend chai Wide ne pos Css E fani uiri ke ar ry coral noe 7 Wm D val nested ng corspuler lar Frera aree debes ires lem chri and Ghee Free te compila Before you use the ODBC driver you must Install the ODBC Kit from your OSAS media Create the config tmp file see page 3 3 Once you have completed these two steps you can follow the Installing ODBC Drivers instructions on page 2 19 ODBC Kit User s Manual G 17 Registration and Delivery References Other The Other option is useful for installing your license if the computer on which you installing does not have E mail or Internet access Pippin bka do pos pou ka barato do Wow do 04 eed a ia dada Geared Barr koran E feb femra E MILL T Falter n Fan Wow Include ma cunde cada nea lp nete ETE 1 In the Registration Method box click the Other button 2 Click either the E mail or Fax Number button depending on how you want to receive the license and enter the E mail address or fax number at which you want to receive the license file information If you entered a fax number select the appropriate country in the Country list box Click Next to continue G 18 ODBC Kit User s Manual References Registration and Deli
113. vely larger portions of the key you want to find For example when you type C the window displays keys beginning with the letter C When you next press A the window displays keys beginning with CA and so on e In Sort mode you can change the order of certain inquiry windows by pressing the letter key associated with the window sort You can see the available sorts in any inquiry window by selecting Command Help from the Help pull down menu in the inquiry window You can also shorten your data search by entering a part of the key before you use the Inquiry command For example if you know that the ID starts with JAR enter JAR in the ID field before you use the Inquiry command The inquiry list will start with JAR and run through the end of the list Scroll Button Key z Home aj PgUp ODBC Kit User s Manual Result Moves the cursor to the first key in the inquiry window Displays the previous page of keys in the inquiry window 1 31 OSAS Graphical Introduction 1 32 Scroll Button Key Up Down PgDn End Ins F7 Exit Enter Result Moves the cursor up one line Moves the cursor down one line Displays the next page of keys in the inquiry window Moves the cursor to the last key in the inquiry window Toggle between Search mode and Sort mode Close the inquiry window without selecting anything Select the item to which the cursor is pointing ODBC Kit User s
114. very 3 Read the WARNING screen s instructions carefully Click OK to proceed 4 The License Information Confirmation screen appears Confirm all the displayed information and if it is correct click OK If it is not correct click Cancel and reenter the information ODBC Kit User s Manual G 19 Registration and Delivery References 5 The Save As screen appears Save the license file onto a diskette or on a network drive Click Save 117147 Fage nt ET i 6 Take the diskette or access the saved file from the network drive to a computer with E mail access 7 Send the file to BASIS via E mail 8 An E mail message or fax is sent to you from BASIS Follow the instructions to register the license information on the original computer Once you receive the information follow these instruction 1 On your Windows desktop click Start and then Programs 2 Click the BASIS ODBC Driver 3 01 folder and click Install a BASIS License G 20 ODBC Kit User s Manual References Registration and Delivery 3 The Install A BASIS License screen appears Click Next 4 Click Enter License Information Enter the information received from BASIS into the appropriate fields and click Next ODBC Kit User s Manual G 21 Registration and Delivery References 5 If you use OSASC for Windows or UNIX Linux enter the name of the server that is running the Data Server If you are using standard OSAS or
115. y C it Pelra Cosparg DLAELTTEE Tarn TODE CEU Field Definitions The current data dictionary extension is displayed 1 Enter the range of field IDs to include in the list 2 Enter the range of file names to include in the list 3 Select the order in which to organize the list Saving and Exiting Select the output device to begin printing the list After the list is produced the Dictionary Reports menu appears 5 6 ODBC Kit User s Manual Dictionary Reports Dictionary Field List Dictionary Field List Ikim Pils ACH UNE UE DIS A DE DATE 5 RIP ALRAL CP JR CHIP DOR ACHAL CCP BOR SOR CIAL BR GO AERA HIP 30 FTH ICAL 30 ORDEN DESI insi 2822118 I IT HT E is 50 i 38 Lira Km RAAT Liat Km ud ODBC Kit User s Manual Sar Mere Wich Piel Diet berlin Biniak bhk Misa Cea komi ke Bain Beain Dalm kiail Ship Data Ship Dein hi pois Dale kiril Shi pron Data Shipping Data Blasi Rei polis im Coli Kim Colin Descripcion Lire 1 Biles Drscriskiss Lir 2 Tipi Mieres Lime Sapte Lime I Tipe Mi r Lise E Wire Lim 1 irom Lisa 1 Mire Lisa 1

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