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Contract Management Tracking Software

1. Field expressions can be used in the DataField property to specify textbox output in a report such as date time mathematical calculations or conditional values Any field expression should begin with the equals sign Properties I X CanShrink False al ClassName Normal CountNullValues False Quantity unitPrice v DistinctField Font Arial 10pt ForeColor HE slack HyperLink Location 5 0 625 MultiLine True OutputFormat RightToLeft False Data Field Gets or sets the field name fromthe data source to bind to the control Using Field Expressions To use a mathematical expression Change the DataField property for the text box to the mathematical calculation desired Examples UnitPrice 5 Quantity 5 Quantity UnitPrice UnitPrice QuantityPerUnit To use a substring Page 41 of 67 Change the DataField property for the text box to the substring needed If setting up grouping change the GroupHeader s DataField property to the same substring Example ProductName Substring 0 1 To use date time Change the DataField property for the text box to the following Example System DateTime Now ToString To create a conditional value Change the DataField property for the text box to the conditional statement desired Example UnitsInStock gt 0 In Stock Backorder To concatenate fields Change the DataField property for the text box to the following Examples There are UnitsInStock units o
2. select a Vendor from the Search By list enter a value in the entry box seen above and click the corresponding Search button Repeat this process for search by other search criteria The contract search results will appear in the grid seen above To view a contract record double click on the row in the grid and the Contract Add Edit screen will appear Examples e To find a Contract by Employee select an Employee from the list and click the corresponding button e To find a Contract by Product select a Product from the list and click the corresponding button Page 28 of 67 Scanned Image Scanning Documents Attaching Files The Files Documents images tab allows the user to enter files and other objects such as Scanned Images Voice Messages Word Documents spreadsheets PDF files multi page TIF files or any other supported Object File d 1 of 1 Po H JP Add new X Delete ld Save Data Contract Title Sample Contract Start Date 11 Fr2007 Contract ID Wendor Customer remands Buffet SI endDate 1117 2007 Contact Type Employee f dams de o Status v Adams Ada amp Meer 1 AILS signed by Jadams Ada Contract Amount fo Invoice ContractH Details Terms Misc License Warranty Confidential Indem General Fles Documents F ancials Tasks Alerts dP Add new file document Delete File double click on row to view document FileName FilePath EntryDate File Pa
3. 4 1 ofa b Fl P Addnew X Delete a Save Select a vendor below to manage YendorlD VENDNAME ADDRESS CITY 263 2311 Route 70 Chery Hill NAME Kencon Environmental Inc 994 hain Street Williamsville ADDRESS 2311 Route 70 west Inter Office Suppl 456 Landslide Ro STATE mm Benards Buffet 101 Kings Highway 101 Kings High 69 IP 08055 aniemntemeg ID at PHONE 1609 b65 4575 FAX 06653993 NOTES Kencon Environmental specializes in short en WEB htip Akenconcom CONTACT Mr Kencon O00 EMAIL The Vendor Input Forms allows the user to enter or edit Companies information To add a new Vendor or Customer select the Add button see above 1 next enter in the company information in the fields provided and select Save 3 To view or edit an existing Company double click the Company in the grid seen above Their data will fill in the form You may modify the data and select Save to save the changes 4 To delete a Company select the Delete button 5 Toclose the Vendor screen select the Close button Ne Find Vendor Form To find and mange Vendors or Customers select the Manage Vendors submenu from the Vendor main menu bar seen below ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts oJ File Employees Vendors Customers Contracts Reports Setup Help Exit ee FE vendors Customers Pi Emplove Page 21 of 67 The Vend
4. Alerts Task Alerts B Mer C d Company Add Employee GE Vendors Customerg Fr Employees The Employee input and management form will appear in a separate window 4 4 1 of 7 b bl P Add new XX Delete ip Save select an employee From the list to manage Employee ID E EmployeelC LastName FirstName Hamelnit Title First Mame Mike z FS e a a e Title Comments test 8 Email sdasd The Employee Input Form allows the user to enter add or edit information pertaining to employees It is recommended that the user enter all Employee and Vendor information before entering contract information e To add anew employee select the Add button du Next enter in the information about the Employee Next select the Save button e To edit an employee select the employee from the Employee List grid seen above by double clicking on the employee row Next modify the data in the fields provided Next select the Save button e To delete an existing employee although not recommended unless it was entered by mistake select the employee from the Employee List grid seen above by clicking on the employee row Next select the Delete button You will be prompted to confirm or cancel the deletion Page 19 of 67 Warning x Are you sure you want to delete this record Find View and Edit Employees 1 To edit or view and employee navigate to the employee input and management fo
5. DB Connection String 5 Next locate the FilePath setting seen above Enter the full network path here as well This will tell the system where to move attached files when they are attached To use a network version of the system you must alter the Data Source string For example if you have a network shared drive entitled N for N drive and the Contract mdb file is on the following path N contracts contract mdb NOTE You can also use the UNC For example servername path contract mdb Also be careful and make sure all of the string is type properly The application configuration file should be modified on all user s computers that need to share the database Location of Scanned Files and Tracked Documents Configuring the location of scanned documents and files To change the configuration of where documents and files are stored located the Config file in the systems installation directory noted in the installation section of this manual Open the config file with notepad Locate the FilePath key value seen below To modify the location of where scanned files and documents are stored enter the path or network path to the location NOTE It is not recommended to change this location after the first documented is scanned or file is attached lt Fxml vEerSslon lsU enrodlng ultl 0 27 gt lt configuration gt lt zapp ettings lt Jccess DE Connection String ald EP TL SENER Page 10 of 67 Starti
6. Notify Dayz 0 status signed by Adams Ada 1 Contract Amount lo Invoice ContractH Details Terms Misc License Warranty Confidential Indem General Files Documents Financials id 4 ja ofo ddtask Delete task el Save task select a task from the grid to edit Task Name a TaskID TaskName TaskEndDate MotfyD ays Eme Task End Date 11 17 2007 SS a rr rr ee Notify Days T T Employee ID Adams Ada Hotes Statue open O Completed Contract Notes The Notes tab enables users to add and track multiple notes per contract record Contract Detail Manager 4 4 1 of 1 Ho P P Add new XX Delete la Save Data RE Contract Title Sample Contract Start Date 1118 2007 Contract ID vendorLustomer american Appliance m End Date 11 18 2007 w Contract Type Employee Status f dams Ada E Se IIe lo atus signed by den ee deontrackemount lo Invoices Contract Details Terme Misc License Warranty Confidential Indem General Files Documents Financials Tasks lertet H 4 je of o PA i Delete note dl Save note select a note from the grid to ed Mote nm EntryDate Note Note before entering Notes into a contract be sure to select the Save Data button on the contract entry screen To add a new note for a contract select the Notes tab on an existing contract record Next select the Add note button on the Notes t
7. gy fier 5 Backward Forward ay l 3 l d 1 l C a O S O O O D amp bt eo te Foe non Foro at 1 Contracts By Type ID 1 Tite SAMPLE Cleaning Contract VendorCustomer Danmark Contract Start Date 1 1 1997 Type Product Cleaning 1 End Date 1 1 02 Deparment Accounting Employee Palmtree Rick HotifyDays 120 Locatiok Location Status 7 Annual Review Date 6 70 2006 Contractinv Num gt gt Categom Category i Price Review Date 1 1 02 Insurance Date 11 22 1999 12 00 00 2 Af Nescerintiore oraras fnar Magner Page 32 of 67 Contract Insight Report Builder Customized Reports with Report Builder Contract Insight comes with a full Report Writer tool entitled Contract Insight Report Builder Report Builder is a very powerful end user reporting tool and some reporting experience will be helpful Knowledge of MS Access Reporting or Crystal Reports will be helpful as to the concepts of Report Builder are very similar This document will not cover all features of the Report Builder however a good summary is provided below Upon launching Report Builder from the Reports menu the report designer page will be load and pre set with the Contract Data source Contractinsight DE Copynght CobbleStone Systems Corp Alerts ad File Employees Vendors Customers Contracts Reports Setup Help Vendors _ New Contract 4 Find Contract lt P Add Company Calendar View Day View Contract Alerts Task Alerts Emp
8. please follow the Microsoft Windows instructions for scheduling a exe file to run via the Windows Schedule and be sure to set the appropriate permissions for the scheduled task to run under NOTE Be sure to verify the Windows Servers instructions for creating a schedule task as procedures between various version of Windows Servers differ 1 Open the Windows Tasks Scheduler fa Scheduled Tasks File Edit View Favorites Tools Advanced Help I Back E Search GFolders 4 EE x A Es Address a Scheduled Tasks Schedule Next Run Time Last Run Time Status 2 Add Scheduled Task Scheduled Task Wizard x This wizard helps you schedule a task for Windows to perform You select the program you want Windows to run and then schedule it for a convenient time Click Hest to continue 2 Select browse to browse to the TaskEmailerApp exe file installed above Page 60 of 67 Scheduled Task Wizard X Click the program you want Windows to run To see more programs click Browse Application Version SET Accessibility Wizard 5 00 21795 66 Acrobat Reader 5 0 5 0 1 22001 03 EH Address Book 6 00 2800 15 Lj AdeptSQL Diff 1 6 0 21 Bl Administrative Command Ling 5 4 1 02 a Backup 5 00 2195 67 VE 0 ete 4 rider Meese cd bie FATT h Back Hest gt Cancel 3 Locate the TaskEmailApp exe file installed above and select Open Select Program to Schedule Look i
9. promotional basis may only be used for demonstration testing and evaluation purposes and may not be resold or transferred 4 Consent to Use of Data You agree that CobbleStone and its subsidiaries may collect and use technical and related information including but not limited to technical information about your computer system and application software and peripherals that is gathered periodically to facilitate the provision of software updates product support and other services to you if any related to the CobbleStone Software CobbleStone may use this information as long as it is in a form that does not personally identify you or release your data to improve our products or to provide services or technologies to you 5 Termination This License is effective until terminated Your rights under this License will terminate automatically without notice Page 65 of 67 from CobbleStone if you fail to comply with any term s of this License Upon the termination of this License you shall cease all use of the CobbleStone Software and destroy all copies full or partial of the CobbleStone Software 6 Limited Warranty CobbleStone warrants the software to be free from defects in materials and workmanship under normal use for a period of ninety 90 days from the date of original purchase Your exclusive remedy under this Section shall be at CobbleStone s option a refund of the purchase price of the product containing the CobbleStone Software or r
10. to the report s SQL string the Parameters dialog appears when the report opens This walkthrough illustrates the basics of using parameters in simple reports Connecting the report to a data source To connect the report to a data source 1 Open Report builder click on the gray report DataSource icon in the Detail section to open the report DataSource dialog E p Report r PageHeader1 Eee EST True Waterman none Watemark Alignment Center Watemark PrintOn Pages Watemark Size Mode Clip El Behavior Data Member Contractual Query DataDynamics Active ES 30 Connection String Provider Microsoft JJ SQL select from cc TrayHeight 20 Trawl amelenn Tru GN In the SQL query field type SELECT FROM contractual table WHERE contract end date lt Date End date 1 1 1994 D gt 4 Click the report design surface to return to the report design surface oy To preview or print the report select the Preview tab Page 53 of 67 EBs derint me tle 1B aera Forward Page 54 of 67 Custom Reports Using Microsoft Access Items Required l 2 3 Microsoft Access installed on your computer The location of your Contract mdb file The file will be either on your hard drive or on the network The appropriate network permissions Contact your network administrator for help Creating a Custom Report I gt 8 9 10 11 12 13 14
11. 15 16 17 18 19 Open MS Access create a new database Select a name for your new database Remember the name you will use this database as your interface to the contract data In MS Access select File from the Menu Select Get External Data and then select Link Tables Browse to the location of your Contract mdb file By default the file 1s stored in the following location c program files Contract Management Software Contract mdb other the proper directory for your installation please contact your IT help staff for more information Select the Contract mdb file Select the Select All button Next select OK The links to the tables should appear in your new database Next import the Contractual Query by selecting Get External Data Import Data from the Menu Browse to the location of your Contract mdb file Select the Contract mdb file Select the Queries tab from the top of the form Select the Contractual Query Next select OK The queries will now be imported to your new database You can now use the Microsoft Access Report Writer by selecting the Reports Tab and then selecting the New button Refer to your MS Access documentation or the MS Access help file to create your own custom reports Create a Report with an MS Access Report Wizard In the Database Window of your new database click the Reports Tab Click New In the New Report dialog box select the wizard that
12. 1s rrrrrrrrnnrrrrrrrvrnrrnnnnnnnrrrrrnnrrrnnnnnserrrrnnnsrnnnnn 60 DV SUSI EG SE ER eee anne duce ease ue 64 Uperadine to 116 Contract Enterprise Editi Om eresse na a A ADR 64 Support and General Questions Contact Information cccccccccccccccesseeseeecceeeeeaaeeseeeceeeeesaaaeenseecceeeseeeaaaasseeeeess 64 End User Sottware License 7A Greemie int vaare bau a a cats 65 Page 2 of 67 System Overview Contract Management Tracking Software offers contract managers administrators and professionals the ability to easily track renew cancel or report on their contracts Oftentimes organizations have to engage in many contracts such as elevator maintenance software license telephone service or sub contractor contracts Overtime it may be difficult to keep track of the renewal review or cancellation dates that make up the individual contracts Moreover a loss of productivity and increase expenses may arise from an inefficient contract administration process Contract administrators may find that they are overwhelmed with the number of contracts they must track report on renew and cancel They may find that it is inefficient to use a standard filing system via filing cabinets Contract Management Tracking Software provides a simple solution to solve these problems CobbleStone Systems Contract Management Tracking Software provides a client server and Windows based contract management software solutions For a web based enterprise
13. 7 Report Explorer E E Report Report E pageHeader ET pageHeader detail a ES detail pageFooter pageFooter H E Fields JEE Fields SED BE Parameters fir Settings Mer a EEE New Parameter k k aa Settings Report l Solutio To add calculated fields In the Report Explorer expand the Fields tree Right click on the Calculated node 1 2 3 Select Add from the shortcut menu 4 Set any desired properties or events for the field in the Properties grid 5 Drag the field from the Report Explorer onto the design surface of your report This will create a textbox object that is bound to the field Report Explorer DE Report Explorer E E Report E Report E pageHeader bem pageHeader detail H detail 5 pageFooter pageFooter 22 Fields Fields 2s Bound ERM ie Parameter i 147 Settings ME Field Bs Settings New Calculated To bind data fields to textbox controls 1 In the Report Explorer select the data field you want to bind to a textbox control 2 Drag the field onto the design surface of the report A textbox control is created and bound to the field which is reflected in the textbox s DataField and Name properties For example if you dragged a field named EmployeeID the DataField property of the textbox is set to EmployeeID and the textbox is named txtEmployeeID1 To modify properties and report behavior 1 In the Report Ex
14. Contract ASAN Desktop Edition Contract Management Tracking Software User Guide The Information in this document is subject to change without notice Any example companies organizations products people and events depicted herein are fictitious No association with any real company organization product person or event is intended or should be inferred No part of this document may be reproduced stored in or introduced into a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise or for any purpose without the express written permission of CobbleStone Systems Inc 1998 2007 CobbleStone Systems Inc All rights reserved Page 1 of 67 Contents Go EEE EEE EEE EE OR 2 AN OVEN O Vana A A 3 Contract Insight System RequrementS coses a E E E E E A 4 lastalla non Fre re 5 Uninstalling Removing Contract Management Software rrrrrnnnrrnnnnnnrrnrrnnnrrnnnnnnnnrrnnnnrrnnnnnnnnnrnnnnrrnnnnnessnrrrensrnnnne 7 ITEM 9 Stanne 62 GE NR KR KR KE ae OE KE Ne 11 Navisatine Drouc h the IMENICE caini A E N N 11 Min N EH OPUON EE a E a daa sheen ameuneen 11 ENN 12 Vendors and Customers Companies Management and Setup rrrrrrnnnnrnnnrrnnnvrnnnnnnnrnrnrnnrrnnnnnnnsnrernnrrnnnnnnnsnsnneen 14 Employees Management nd Setup LuL uamretsarete eersmdsrekeneerled adrakdkssetdm rele dmtab reinen 15 Setting Up Departments Locations Contract Status Categories and Contract
15. ING THE SOFTWARE BY USING THE SOFTWARE YOU ARE AGREEING TO BE BOUND BY THE TERMS OF THIS LICENSE IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE DO NOT USE THE SOFTWARE IF YOU DO NOT AGREE TO THE TERMS OF THE LICENSE YOU MAY RETURN THE SOFTWARE TO COBBLESTONE SYSTEMS CORP THE COMPANY FOR REFUND IF THE SOFTWARE WAS ACCESSED ELECTRONICALLY CLICK DISAGREE DECLINE FOR SOFTWARE INCLUDED WITH YOUR PURCHASE OF HARDWARE YOU MUST RETURN THE ENTIRE HARDWARE SOFTWARE PACKAGE IN ORDER TO OBTAIN A REFUND IMPORTANT NOTE This software may be used to reproduce materials It is licensed to you only for reproduction of non copyrighted materials materials in which you own the copyright or materials you are authorized or legally permitted to reproduce If you are uncertain about your right to copy any material you should contact your legal advisor 1 General The Contract Insight CMTS Contract Management Software and Contract Management Tracking Software collectively the software documentation and any fonts accompanying this License whether on disk in read only memory on any other media or in any other form collectively the Contract Software are licensed not sold to you by CobbleStone Systems Corp CobbleStone for use only under the terms of this License and CobbleStone reserves all rights not expressly granted to you The rights granted herein are limited to CobbleStone s and its licensors intellectual property rights in th
16. PRESS IMPLIED OR STATUTORY INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES AND OR CONDITIONS OF MERCHANTABILITY OF SATISFACTORY QUALITY OF FITNESS FOR A PARTICULAR PURPOSE OF ACCURACY OF QUIET ENJOYMENT AND NON INFRINGEMENT OF THIRD PARTY RIGHTS COBBLESTONE DOES NOT WARRANT AGAINST INTERFERENCE WITH YOUR ENJOYMENT OF THE COBBLESTONE SOFTWARE THAT THE FUNCTIONS CONTAINED IN THE COBBLESTONE SOFTWARE WILL MEET YOUR REQUIREMENTS THAT THE OPERATION OF THE COBBLESTONE SOFTWARE WILL BE UNINTERRUPTED OR ERROR FREE THAT THE COBBLESTONE SOFTWARE WILL BE COMPATIBLE WITH THIRD PARTY SOFTWARE OR THAT DEFECTS IN THE COBBLESTONE SOFTWARE WILL BE CORRECTED NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY COBBLESTONE OR AN COBBLESTONE AUTHORIZED REPRESENTATIVE SHALL CREATE A WARRANTY SHOULD THE COBBLESTONE SOFTWARE PROVE DEFECTIVE YOU ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING REPAIR OR CORRECTION SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON APPLICABLE STATUTORY RIGHTS OF A CONSUMER SO THE ABOVE EXCLUSION AND LIMITATIONS MAY NOT APPLY TO YOU CobbleStone its officers affiliates and subsidiaries shall not directly or indirectly be liable in any way to you or any other entity for any inaccuracies errors in or omissions from the content 8 Limitation of Liability TO THE EXTENT NOT PROHIBITED BY LAW IN NO EVENT SHALL COBBLESTONE BE LIABLE FOR PERSONAL INJURY OR ANY INCIDENTAL SPECIAL INDIRECT O
17. R CONSEQUENTIAL DAMAGES WHATSOEVER INCLUDING WITHOUT LIMITATION DAMAGES FOR LOSS OF PROFITS LOSS OF DATA BUSINESS INTERRUPTION OR ANY OTHER COMMERCIAL DAMAGES OR LOSSES ARISING OUT OF OR RELATED TO YOUR USE OR INABILITY TO USE THE COBBLESTONE SOFTWARE HOWEVER CAUSED REGARDLESS OF THE THEORY OF LIABILITY CONTRACT TORT OR OTHERWISE AND EVEN IF COBBLESTONE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OF LIABILITY FOR PERSONAL INJURY OR OF INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THIS LIMITATION MAY NOT APPLY TO YOU In no event shall CobbleStone s total liability to you for all damages other than as may be required by applicable law in cases involving personal injury exceed the amount of fifty dollars 50 00 The foregoing limitations will apply even if the above stated remedy fails of its essential purpose 9 Export Law Assurances You may not use or otherwise export or re export the CobbleStone Software except as authorized by United States law and the laws of the jurisdiction in which the CobbleStone Software was obtained In particular but without limitation the CobbleStone Software may not be exported or re exported a into or to a national or resident of any U S embargoed countries currently Cuba Iran Libya North Korea Sudan and Syria or b to anyone on the U S Treasury Department s list of Specially Designated Nationals or the U S Department of Commerce Denied Person s Li
18. Types rrrrrnrrrnnnnnrrrrrnvnnrnnnnnnnnnne 16 Contract Expiring Message and NOTE avvek 18 Employee Input Form and Employee Management rrnnnnrrnnnnnnnnnnnnnnrrnnnnnnnnnnnnnnnrrnnnnnnnnnnnnnnrnnnnnnensnsnnnnsrnnnnnnssnnsnennn 19 Pod VENN Sa 20 Vendor TE B RN NNN see 21 g 1 06 010 0 ed EO 0 8 1 RR EN EN EN ene TE 21 Contract Entry amp Ed Toivonen ene 23 Contract Task Al rts and Task Management eroien bedere dobrisdndtek 25 EMNE NR 26 ek Contract FOr EEE EE VE 28 Scanned Image Scanning Documents Attaching Files rrrrrrnnnnrrrrrrnnnrnnnnnnnnnrrrnnnvrnnnnnnnnnrnnnnrrnnnnnenenrrennnsnnnnnssesee 29 Enter Edit Income and Expense Transactions vevet aes 31 RR Late een eon ne eon Retreats AAN 32 Customized Reports WiN Report Bl Vvs 33 Report Desi ner SEN NNN 34 POR ALIS REPOL e S E EN 39 Fed ONS 41 Uisime Feld Bresser E einen 41 VIN and PS SEPT SS 43 PN Danke 44 P TN 45 Connecting tothe database and Other data UP GN 47 Addins Custom Code OA REP Ove 52 Addins Parameters to d RYP nusra a R a a E a a 53 Connecune the Teport NI data SoU eei n A A E 53 C stom Reports Usma Microso ACCES Siscia E E A a akiwontendiaaniieiunes 55 Fs Dalies A atin ua nse tae watindale ate eau gusas eed epe ge neneatendte 55 Contract Insight Desktop Edition Task Emailer Application rrrrrrrnnnnrrnnnnnrnnrrrrrnrrnnnnnnnersrnnnnvrnnnnnnnnnsnnnnnrnnnnnnsnner 56 Tasta laO svaageejvevees SS 56 Scheduling the Task E mailer Application to run on a daily bas
19. a current report as an RPX file 1 While in the design view select Save from the File menu Page 45 of 67 a Contractinsight DE Copynght CobbleStone Systems Cor ad File Employees Vendors Customers Contracts Edit Lad Cr N Bx a 953 Ctrl O EG TU FA sb Ctrl 5 tig Export Ctrl mn gt FE TEEET Exit PageHeadert Help sf CheckBos Eli Detail E RichTextBox dr PE POE 2 Name the file appropriately and select the location in which to save it DVD RW Drive D je Local Disk E J Click Save to save the selected report layout To load an existing RPX file 1 While in the Report Builder click File gt Open 2 Select the RPX file from the appropriate location 3 Click Open to load the selected report layout Page 46 of 67 p Contractinsight DE Copynght CobbleStone System ad File Employees Vendors Customers Contr File Edit New Ctri N DX RN fer Open Ctrl O IBIU A f Save Ctrl S je om S al Ce TEK P I PageHeade i CheckBox EY Detail RichT estE ox i Shape 7 4 The saved report will appear in the designer section Connecting to the database and other data sources The report designer is automatically connected to the contract database However the report builder enables a report to be connected to the Contract Insight directly which is normally located in the C Program Files CobbleStoneSystems Contrac
20. ab menu control 3 Next enter in the Notes text and enter in the date enter in notes if needed and be sure to select the Add note button seen above De Page 26 of 67 4 The new notes we be displayed in the grid seen above To view an existing note select the Notes tab and select a Note item in the grid seen above The Note edit screen will appear seen above Edit the values and select Save note to save your changes Select the Delete note button to delete the selected note Page 27 of 67 Find Contract Form ContractInsight DE Copyright CobbleStone Systems Corp Alerts Contracts Reports Find Setup Help Exit a File Employees Yendors Customers L New Contract M Find Contract h A ee GHvendorsjCustomers Employees Calendar View Day View Contract Alerts Ta Ga to Saturday November 17 2007 Today l m i LL ae en To begin the process of finding or locating an existing contract record select the Contracts menu next select the Find submenu item The Find Contract screen will appear ContractiInsight DE Copyright CobbleStone Systems Corp Find Search Contracts a File Employees Yendors Customers Contracts Reports Setup Help Exit H on Fa Search double click on row bo view contract Signed by Contract Title Product ual Table EmployeelD ng Department Start Date To find a Contract by Vendor
21. al tabs enable users to track large amounts of text about the contract The Notify Days field informs the database of when to notify you when the contract is expiring The Financials Tab will show the Income Expense Tracking screen to enable your users to track financial transactions 1 You may enter Deposit and Withdraw information in the Income Expense Tracking Screens Contract Balance is automatically calculated The Tasks Alerts tab enables users to add and track multiple tasks and assign the tasks to other employees The File Documents tab allows the user to add or view the files documents and scanned images of a Contract Action buttons the Save button will save your entry the Close button will cancel the entry or changes and close the entry screen and the Delete button will permanently delete the contract record Contract Detail Manager 1 ofi gt db Addnew X Delete p Save Data Contract Task Alerts and Task Management The Tasks Alerts tab enables users to add and track multiple tasks and assign the tasks to other employees Contract Detail Manager sH 4 1 of 1 b Pl P Add new XX Delete p Save Data EE Contract Title Sample Contact 00 Start D ate hiaz o o d Contract ID Moo Wendo Customer Benards Bue RI ME ha E ine C Employee adams Ada E Notty Days Cc Status oo Signed by Jadams Ada o v Contract Amount p lnvoiceLontract Details Terms Misc License Warranty Confident
22. chData bool eof 28 29 saadad li 1840jdrg uonnjos e Preview Tab The Preview tab allows you to quickly view what your report looks like at run time without needing to actually run your project This makes it easy to quickly see the run time impact of changes you make in the designer or the code behind To gain a report preview toggle from the Designer or Script tab to the Preview tab Page 36 of 67 22 wikHyperlinks Microsoft Visual C NET design rptHyper cs Design File Edit View Report Project Build Debug Data Format Tools Window Help p Debug gk GetInvoiceReport F 7 Edit Documentation rotHyper cs rptHyper cs Design lew Backward Forward i cc ee ey saiiadaid li Company Name Contact Name Phone Fax Home Aux joyeux Guyl ne Nodier 1 03 83 00 68 1 03 83 00 62 eccl siastiques Company Name Contact Name Phone Fax Bigfoot Breweries Cheryl Saylor 503 555 9931 Jaso jdxg uonnjas amp Company Name Contact Name Phone Fax Home w Ha In Report Builders the Report Explorer serves as the information focal point for your report From it you can gain a quick overview of the elements that comprise the report remove individual controls add parameters and calculated fields change report settings bind data fields to textbox controls and modify properties and report behavior via the Properties grid The Report Explorer lays out in one place the sum total of the el
23. compatible pointing device Computer capable of supporting the Microsoft NET Framework 1 0 and 2 0 Optional Scanner with Scanner Software Soundcard with audio recording and playback device Page 4 of 67 Installation Procedures Installing Contract Management Software from the Internet at http www cobblestonesystems com 1 Create a temporary Folder on your hard drive 2 Download installation file to a temporary location on your hard drive or select Run to start the installation 47 CMInsight Welcome to the CMInsight Setup Wizard The installer will guide you through the steps required to install CM lnsight on pour computer WARNING This computer program i protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it mar result in severe Civil or criminal penalties and will be prosecuted to the masimum extent possible under the law Cancel 3 Select Next Page 5 of 67 i51 x Select Installation Folder The installer will install Chilnzight to the following folder To install in this folder click Hest To install to a different folder enter It below or click Browse Folder C Program Files CobbleS tone neigh Browse Disk Cost Install CM Insight for yourself or for anyone who uses this computer f Everyone Just me Cancel Back 4 Modify the installation path if needed and sele
24. contract management solution please visit our website at http www CobbleStoneSytems com and select Enterprise Edition Contract Management Tracking Software can run on a single desktop laptop computer or be used on a Local Area Network LAN in a multi user environment It can track important information pertaining to contracts such as dates notes titles employees income expenses vendors digital image of the actual contract scanner not included voice message auto dial early notification of expiring contract and offers an automatic renewal feature In the sections to follow you will find the System Requirements Installation Procedures as well as the User Guide Page 3 of 67 Contract Insight System Requirements Typical Installation Operating System Requirements Microsoft Windows 98 Microsoft Windows NT 4 0 SP 6a required Microsoft Windows Millennium Edition Windows Me Microsoft Windows 2000 SP2 Recommended Microsoft Windows XP Professional Microsoft Windows XP Home Edition PC Hardware System Requirements Microsoft Windows 98 2000 XP or better operating system A personal computer with a 486DX 66 megahertz MHz or faster processor Pentium central processing unit recommended 64 megabytes MB of memory 128 MB recommended hard disk space requires 500 MB of free hard disk space at least 200 MB of free disk space VGA or higher resolution 16 bit or 24 bit color SVGA recommended Mouse or
25. ct Next iol x Confirm Installation The installer 1 ready to Install CM nsight on your computer Click Nest to start the installation Cancel Back 5 Select Next to confirm the installation Page 6 of 67 ize CMInsight Installation Complete LM Insight has been successfully installed Click Close to exit Please use Windows Update to check for any critical updates to the WET Framework Cancel 4 Back 6 Select Close to complete the installation or follow the Installation Wizard to complete the installation process Uninstalling Removing Contract Management Software Prior to un installing or upgrading ContractInsight be sure to backup the Contract mdb file in the C Program Files CobbleStone ContractInsight file directory or the selected installation directory when installed This will ensure that you do not lose any data entered into the system prior to an update To uninstall be sure to backup as per the instructions above Next select Add Remove Programs in the Windows Control Panel Select Contract Management Software from the list and select Add Remove Follow the uninstall wizard Note All data will be removed upon uninstalling Contract Management Software Page 7 of 67 W Add or Remove Programs a Currently installed programs IT Show updates Sort by ame Change or Remove Size 20 52M6B Preger Click here For support informa
26. cument to the multi page tiff TIF format Please refer to you scanner documentation to convert scanned documents to multi page tif format or contact CobbleStone support 2 From the Images Files tab located on the Contract screen select Add new File button next the file dialog box will appear seen above Next navigate to the folder location of the scanned file or other file select the file select Open The file will be added to the contract record The files will be displayed in the data grid seen above Note additional software or hardware may be required 3 To view or open a file select a file in the data grid next double click on the row selected The software will open the document 4 To delete a file select the file in the data grid row next select the Delete File button and confirm the delete this cannot be undone Page 29 of 67 To add a saved file such as MS Word Excel Emails or PDF files follow the same steps Configuring the location of scanned documents and files To change the configuration of where documents and files are stored located the Config file in the systems installation directory noted in the installation section of this manual Open the config file with notepad Locate the FilePath key value seen below To modify the location of where scanned files and documents are stored enter the path or network path to the location NOTE It is not recommended to change this location after the firs
27. dar View ContractInsight includes several views for displaying Contract and Task alerts The Calendar View is the default view and will display alerts based on the month selected in the Calendar View tab To move and view another month select the calendar box and navigate to the month day and year desired To open or view an expiring contract or task double click on the Contract or Task title displayed on the calendar ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts e x ad File Employees Yendors Customers Contracts Reports Setup Help Exit amp xX New Contract Find Contract lt gt Add Company lt gt AddEmployee E vendors Customers R Employees Calendar View Day View Contract Alerts Task Alerts Goto Saturday November 17 2007 Today 7 i 7 7 11 25 2007 11 28 2007 11 27 2007 11 28 2007 11 29 2007 dv start Sr 3 A 2 w la Y 2 gt O 2 1 Ho vz ch P Co S mic Wi Co Eco f co Search Desktop 2 wD 1 25AM Page 18 of 67 Employee Input Form and Employee Management To navigate to the employee input and management form select the Employee menu item next select the Manage Employees sub menu item seen below ver ContractInsight DE Copyright Cobblestone Systems Corp Alerts o File Employees VendorsfCustomers Contracts Reports Setup Help Exit Manage Employees Calendar View Day View Contract
28. e CobbleStone Software and do not include any other patents or intellectual property rights CobbleStone retains ownership of the CobbleStone Software itself The rights granted under the terms of this License include any software upgrades that replace and or supplement the ori ginal CobbleStone Software product unless such upgrade contains a separate license Title and intellectual property rights in and to any content displayed by or accessed through the CobbleStone Software belongs to the respective content owner Such content may be protected by copyright or other intellectual property laws and treaties and may be subject to terms of use of the third party providing such content This License does not grant you any rights to use such content 2 Permitted License Uses and Restrictions This License allows you to install and use one copy of the CobbleStone Software on single computer at a time This License does not allow the CobbleStone Software to exist on more than one computer at a time and you may not make the CobbleStone Software available over a network where it could be used by multiple computers at the same time You may make one copy of the CobbleStone Software in machine readable form for backup purposes only provided that the backup copy must include all copyright or other proprietary notices contained on the original Except as and only to the extent expressly permitted in this License or by applicable law you may not copy decompile r
29. ect the Add button seen above The totals will appear at the bottom Note This can be found at the top of the Contract Form Page 31 of 67 Reports and Reporting ContractInsight DE Copyright CobbleStone Systems Corp Find Search Contracts ad File Employees VendorsfCustomers Contracts Exit gt Search by Contract Title on a Contact Num Contractual Table EmployeelD elevs gt Ce gt Help Reports Setup Vendors Fon row to view contract Product Contracts By vendor Contract Title Contract Ste Contracts By Employee Contracts By Contract Type Contracts By Status Contracts By Category Contracts By Location Contracts By Start Date Contracts By End Date Exping in days To run or view a standard reports select a report from the Report menu Next select corresponding report submenu and report name seen above Note A default printer must be specified before viewing reports from the Printer settings in the user s Windows Control Panel 3 The Report Page allows the user to view the selected report print the report by selecting the printer icon and find specified text by selecting the binoculars icon seen below 4 There are a number of standard reports included in the System To create a custom report please refer to Creating a Custom Report in this manual HE Contracts By Type Print f fr on DE a l 2
30. ements contained in your report Page 37 of 67 Report Explorer Ed EE Report ET pageHeader Fa ghProducts b lompanyName1 Ibl Product Name bl Unit Price Ibl TotalPrice IblGuantity b ProductName1 oct Quantity 1 tet Unit Price 1 tt Total Price text Box groupFooter GE reportinfo1 ie TT pageFooter E E Fields T S Bound ny CompanyName EE ProductName JE Unit Price a 9 9 9 detail 9 9 4 Parameters AE parameter a Settings The following demonstrates how you can quickly modify a report using the Report Explorer To remove individual controls 1 In the Report Explorer expand the tree that contains the the control you wish to remove For example if you want to remove a ReportInfo control from a group header expand the group header that contains the control 2 Right click on the control and select Delete from the shortcut menu 3 Click Yes in the Report Explorer dialog to confirm your decision Report Explorer Do you want to delete reportinto1 Do not display again To add parameters 1 In the Report Explorer right click on the Parameters node 2 Select Add from the shortcut menu 3 Set any desired properties or events for the parameter in the Properties grid A Drag the parameter from the Report Explorer onto the design surface of your report This will create a textbox object that is bound to the parameter Page 38 of 6
31. eplacement of the CobbleStone Software which is returned to CobbleStone or an CobbleStone authorized representative with a copy of the receipt THIS LIMITED WARRANTY AND ANY IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY OF SATISFACTORY QUALITY AND OF FITNESS FOR A PARTICULAR PURPOSE ARE LIMITED IN DURATION TO NINETY 90 DAYS FROM THE DATE OF ORIGINAL RETAIL PURCHASE SOME JURISDICTIONS DO NOT ALLOW LIMITATIONS ON HOW LONG AN IMPLIED WARRANTY LASTS SO THE ABOVE LIMITATION MAY NOT APPLY TO YOU THE LIMITED WARRANTY SET FORTH HEREIN IS THE ONLY WARRANTY MADE TO YOU AND IS PROVIDED IN LIEU OF ANY OTHER WARRANTIES IF ANY CREATED BY ANY DOCUMENTATION OR PACKAGING THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS AND YOU MAY ALSO HAVE OTHER RIGHTS WHICH VARY BY JURISDICTION 7 Disclaimer of Warranties YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT USE OF THE COBBLESTONE SOFTWARE IS AT YOUR SOLE RISK AND THAT THE ENTIRE RISK AS TO SATISFACTORY QUALITY PERFORMANCE ACCURACY AND EFFORT IS WITH YOU EXCEPT FOR THE LIMITED WARRANTY SET FORTH ABOVE AND TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW THE COBBLESTONE SOFTWARE IS PROVIDED AS IS WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND AND COBBLESTONE AND COBBLESTONE S LICENSORS COLLECTIVELY REFERRED TO AS COBBLESTONE FOR THE PURPOSES OF SECTIONS 7 AND 8 HEREBY DISCLAIM ALL WARRANTIES AND CONDITIONS WITH RESPECT TO THE COBBLESTONE SOFTWARE EITHER EX
32. ettingsProvider ServiceUuri value f gt fappSettings gt system net System net gt System mweb gt member ship defaultProvider ClientAuthenticatiomMemnber shipProvider gt provider s gt lt add name ClientAuthenticatiomMenbershipProvider ype System web Clientservices Pro viders ClientFormsAuthenticatiorMenber shipProvider System Web Extensions Version 3 5 0 0 Culture neutral PublickeyTokern BIbf3856ad36G4e2e35 ServiceUri gt providers gt member shi p gt lt roleManager defaultProvider ClientRoleProvider enabled true provider s gt lt add name ClientRoleProvider ype System Wweb Clientservices Providers ClientRoleProvider System web Extensions lersijon 3 5 0 0 Culture neutral PublickeyToken 31bf2856ad264e35 serviceuri acheTimeout 86400 i gt providers gt rolemanager gt lt System web gt configquration gt To test the Task Emailer application you may double click the TaskEmailerApp exe file and note any error messaged on the console If any error messages are noted please contact CobbleStone Systems at support QCobbleStoneSystems com Page 59 of 67 Scheduling the Task E mailer Application to run on a daily basis The task e mailer application may be scheduled to run on a daily or routine basis It is recommended to use the Windows Tasks Scheduler to schedule the TaskEmailerApp exe file to run on a routine basis typically each night at I AM NOTE
33. everse engineer disassemble modify or create derivative works of the CobbleStone Software or any part thereof THE COBBLESTONE SOFTWARE IS NOT INTENDED FOR USE IN THE OPERATION OF NUCLEAR FACILITIES AIRCRAFT NAVIGATION OR COMMUNICATION SYSTEMS AIR TRAFFIC CONTROL SYSTEMS LIFE SUPPORT MACHINES OR OTHER EQUIPMENT IN WHICH THE FAILURE OF THE COBBLESTONE SOFTWARE COULD LEAD TO DEATH PERSONAL INJURY OR SEVERE PHYSICAL OR ENVIRONMENTAL DAMAGE 3 Transfer You may not rent lease lend or sublicense the CobbleStone Software You may however make a one time permanent transfer of all of your license rights to the CobbleStone Software to another party provided that a the transfer must include all of the CobbleStone Software including all its component parts original media printed materials and this License b you do not retain any copies of the CobbleStone Software full or partial including copies stored on a computer or other storage device and c the party receiving the CobbleStone Software reads and agrees to accept the terms and conditions of this License Updates If an CobbleStone Software update completely replaces full install a previously licensed version of the CobbleStone Software you may not use both versions of the CobbleStone Software at the same time nor may you transfer them separately NFR Not for Resale Copies Notwithstanding other sections of this License CobbleStone Software labeled or otherwise provided to you on a
34. ext update the following variables in the configuration file by changing the values for each variable Favorite Links E Documents E Pictures mall pp exe config 6 14 2008 12 14 AM ferstombtstery tot 5 21 2008 9 37 AM 1 STMPSER VER this is the name or IP address of the SMTP server to route the emails through note this STMP server should allow the relaying of emails from the machine that this application is installed on 2 EmailFrom this is the variable for specifying the e mail address that the contract and tasks emails are sent from This should be a well formatted email address in the name domain com format 3 EmailCC this and optional variable that is to be used to specify an e mail account to receive a copy of each email sent This variable can be left blank if you do not have to copy each email to a specific account Page 58 of 67 4 SMTPPort The SMTP Port is normally 25 This is the port that the SMTP server is listening on Check with your e mail administrator for the correct SMTP Port 5 APPENDCONTRACTEMAILSUBJECT This variable can be used to append a subject to the Contract Email alerts This variable can be left blank if you are not required to append any text to the subject of contract alerts 6 APPENDTASKEMAILSUBJECT This variable can be used to append a subject to the Task Email alerts This variable can be left blank if you are not required to append any text to the subjec
35. f ProductName in stock TitleOfCourtesy FirstName LastName To round a calculation Change the DataField Property for the text box to the following Example double System Math Round UnitPrice UnitsOnOrder 2 To use modular division Change the DataField Property for the text box to the following to get the remainder 2 in this case Example 22 5 To replace a null value Change the DataField Property for the text box to the following to replace nulls with your own value Region System DBNull Value No region specified Region To add a hyperlink to a report at design time click on the appropriate control within the ActiveReport designer and set the HyperLink property for it in the Properties window Page 42 of 67 Properties txtWebsite DataDynamics ActiveReports TextBox SREE DynamicProperties Name Alignment BackColor CanGrow CanShrink ClassName CountNullValues DataField DistinctField Font Arial 10pt ForeColor HE slack www datadynamics com Location 0 208333328 0 7 291667 Gets or sets a hyperlink for the text control Viewing and Printing a report To view or print a report select Preview tab at the bottom of the report designer and select the print icon to print seen below Page 43 of 67 I I I Ie ty Ww i E 1 1 Backward Forward eer ee ES Ta Print 2 2 am ea 2 3 2008 10 25 31 PM ee Os O
36. ge Employee ID Last Name First Name Title Department hd grlyb Comments E mail 3 to add anew employee select the add button TF 4 to save changes select the save button lel EmployeelD LastName 5 to delete an employee select the delete button x l Page 15 of 67 Setting Up Departments Locations Contract Status Categories and Contract Types It is recommended to add as many Department Locations Status Categories and Contract Types prior to entering your first contract record ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts oJ File Employees Yendors Customers Contracts Reports Help Exit New Contract Find Contract 7 Add Company op Add Empl Employees Fr Employees Departments Locations Vendors Customers TuUesgav Go to Saturday November 17 2007 Today SUNGAY 10 28 2007 1029 2007 10 30 2007 Contract Status List Categories Contract Types To set up Departments select the Departments sub menu displayed above The Departments Management form will appear ld dio of fo b VOR Addnew GX Delete aj Save Department D Department M 1 To add a Department select the Add button SP enter the Department name and be sure to select the Save button 2 To edit or view a Department click on the Department in the grid seen above Modify the Department name if needed and select Save el 3 To de
37. ialy Indem General Files Documents Financials 4 4 jo ofo H Fie Add task X Delete task Save task select task From the grid to edit Task Name TaskID TaskName TaskEndDate MotfyDays Eme TaskEndDate 1171772007 me Notify Days lo Employee ID Jadams Ada Notes Statue Open o Completed Note before entering tasks into a contract be sure to select the Save Data button on the contract entry screen 1 To add a new task for a contract select the Tasks Alerts tab on an existing contract record 2 Next select the Add Task button on the Task menu control 3 Next enter in the Task Name select an Employee enter in the task start date and task end date enter in the notify days enter in notes if needed and be sure to select the Add task button seen above 4 The new tasks we be displayed in the grid seen above To view an existing Task select the task in the grid seen above and click the row 6 The Task edit screen will appear seen below Edit the values and select Save task to save your changes Select the Delete task button to delete the task AN Page 25 of 67 Contract Detail Manager 4 4 1 of 1 pbl P Add new XX Delete l Save Data amp Contract Title Sample Contract Start Date 111 Fr2 00 Contract ID vendordbustomer fE nards Buffet h fr End Date 11 17 2007 Contract Type Employee v par Adams Ada E
38. ich is accessed by expanding the Fields node in the Report Explorer Page 51 of 67 Report Explorer i E E Report I pageHeader H detail m pageFooter HE Report Explorer pr Solution Explorer To bind the report s controls to the corresponding data fields Adding Custom Code to a Report Use the Script tab and AddCode method to inject code into the script The AddCode method allows actual code segments to be added to the script at run time This is useful for allowing secure information such as a database connection string or SQL query string to be used inside the script without having to save it into the RPX file Visual Basic Public Function addThisCode As String Dim SsCode As String Public Function showACMessaqe As Suring _ Efvironment NewLine ShowACMessage gt ny Added Code gt Environment NewLine End Function addThisCode sCode Bod Function Private Sub rptAddCode ReportStart ByVal sender As Object ByVal As System EventArgs _ Handles MyBase ReportStart Me AddCode addThisCode End Sub VE WET Script Page 52 of 67 Public 500 Pecari Format CType rpt Sections Detaill Controls TextBoxl TextBox Text ShowACMessage End Sub Adding Parameters to a Report In Report Designer the Parameters dialog can be used to prompt for user input when reports are generated If you add lt FieldName PromptString DefaultValue Type gt
39. l errors If there are any errors or questions please contact support CobbleStoneSystems com Page 63 of 67 System Limitations The desktop edition is limited to ten concurrent users and has a total database limitation of I GB However this means that you can track as many contracts as you wish until the database reaches 1 GB in size CobbleStone System s enterprise edition does not have a limitation on the database size To contact CobbleStone Systems to upgrade to the Contract Management Enterprise Edition at a discounted price see the information below Upgrading to the Contract Enterprise Edition CobbleStone offers a many more features in their Contract Management Enterprise Edition To learn more about how you can have unlimited scanned documents attached files customized fields customized reporting e mail alerts multiple levels of security contract creation and templates tasks and workflow vendor negotiation and more please visit our website at http www CobbleStoneS ystems com Support and General Questions Contact Information If you have a question about our products or would like a demo and pricing please contact us Telephone 1 866 330 0056 Electronic mail info CobbleStoneSystems com Support e mail support CobbleStoneS ystems com Website http www CobbleStoneS ystems com Page 64 of 67 End User Software License Agreement PLEASE READ THIS SOFTWARE LICENSE AGREEMENT LICENSE CAREFULLY BEFORE US
40. lete a Department not recommended if there are contracts assigned to a Department select Delete x To manage Departments Locations Status Categories and Contract Types follow the same instructions as above except select the appropriate menu item for Locations Status Categories or Contract Types Be sure to set these items lists up prior to entering in Contracts Page 16 of 67 FE Departments JO x iid d t of7 b p Sp Addnew X Delete p Save DepatmendD Department e Department ID 1 Department Accounting Page 17 of 67 Contract Expiring Message and Notifications If there are Contracts expiring alerts or Task expiring alerts you will be notified when you start the program At this point you may choose either to view the contracts or not You can view the contract by double clicking the row of any contract item showing in the expiring grid seen below You can select from the various tabs seen below to view contracts expiring by a Calendar Month View Day View or various list views ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts ad File Employees VendorsfCustomers Contracts Reports Setup Help Exit Mew Contract Find Contract gt Add Company sp Add Employee 4 GE vendors Customers Fr Employees Calendar View Day View Contract Alerts Task Alerts ao to Saturday Movember 17 2007 Today TOA 2007 1029 2007 TOSO200F 10 31 12007 Calen
41. loyees Goto Tuesd baas 6 Tod a sri Tuesday February 05 2008 B Today E Report Builder H With its various tools and features the Contract Insight Report Builder offers great flexibility in constructing report projects a Contract Insight Report Builder co ks File Edit El ge ie amp bA SE i Gk MO v E Arial Brua B E SC iP S Sl oer i Oo h ActveReports 3 0 c E Report ge em PageHeader Eee OL BOX He Detail TextBox ie PageFooter CheckBox Ei Detail G EE Fields o mi l i i m EG Bound FichT extBox txtContract Titta uae FIELD i Contract_Num o et Shape REPORT DESIGN SURFACE p AGER EL sr lal Picture R 4 Sore REPORT EE Signed by Line EXPLORER HE EE Product 18 Contract Start Date HE Contract End Date JG Curent Date dr Contract Type JE Status E Contract sen Ill Barcode EE SubReport l OleDbject Wl ChartContral Reportln o DESIGNER TABS Data Page 33 of 67 Report Designer Section Object Browser Start Page Formi cs Design Formi cs MewActiveReporti cs Design I px METTET es eee VERSESET VESSEEENTERE i Designer P Script The report design surface is made up of the following base components 1 PageHeader section This section can be used to print column headers page numbers page titles or any information that needs to be printed once at the top of each page Bound controls i
42. mers Employees Go to Saturday November 17 2007 v Today Sunday huraday DA AA MONGav MEeNNeSFay 10 28 2007 10 29 2007 TOS02007 10 31 2007 111 2007 11 412007 11 5 2007 11 6 2007 1L7 2007 1186 2007 1141 2007 114 22007 11432007 114 42007 114 52007 11182007 1119 2007 11 20 2007 11 21 2007 11222007 Panay Alerts will be displayed on the calendar based on the contact or task end date and based on the notify days prior to the contract and task end date seen below To view a contract that is displayed on the calendar double click on the Contract Title seen below this will open the contract detail screen Calendar View Day View Contract Alerts Task Alerts Go to Saturday November 17 2007 Today SLING We da Orda Way nWrsoay 10 26 2007 10729 2007 10302007 10 31 2007 1111 2007 11 4 2007 11 2007 11 6 2007 11 2007 11 8 2007 1141 2007 1142 2007 1143 2007 1144 2007 S200 j Sample Contract 4 Benards Buffet 11 AREA TLASANNE 1 ANNAN 1194 enn 1 AP PNAN To refresh the calendar view select the refresh icon on the calendar page tool menu VYRdNEeSC Page 12 of 67 bd ContractInsight DE Copyright CobbleStone Systems Corp Alerts aU Fie Employees Vendors Customers Contracts Reports Setup Help Exit _ New Contract 3 Find Contract do ddd Company sp Add Employee GE vendors Customers CF Employees ED Page 13 of 67 Vendors and Customers Companies Management and Setup la Con
43. mputer C Just me ContractTaskEmailer Confirm Installation The installer t ready to install ContractT askE mailer on your computer Click Nest to start the Installation When complete the installation confirmation screen will appear Page 57 of 67 i Report Emailer Installation Complete Report Emailer has been successfully installed Click Close bo exit Please use Windows Update to check for any critical updates to the NET Framework Cancel lt Back Close After the installation is complete it is required to set the correct configuration file settings The configuration file can be found at C Program Files CobbleStoneS ystems ContractTaskEmailer installation path may vary Select and open the application configuration file config via Notepad located at C Program Files CobbleStoneS ystems ContractTaskEmailer path may vary Ka je CAProgram FilesyCobbleSstoneSystemsyContractTaskEmaile sd g y File Edit View Tools Help By Organize 8 Views a Burn at E Name Date modified ContractTaskEmailerSQLScript sql tet 6 23 2006 9 42 PM Interop ADODB all 11 2 2006 4 11 AM Interop CDO dil 1 19 2008 3 33 AM di Intelliwatt Wt readme doc 8 23 2006 9 05 PM ie Music 25 ScheduleTask bat 8 20 2006 4 14 AM More gt TaskEmatt ippesx 6 13 2008 6 57 AM I Task Folders di PerfLogs Using Notepad edit the following application settings in the TaskEmailApp exe config file N
44. n the PageHeader or PageFooter are not supported The data in such controls may not be in synch with the data displayed in other sections on the page 2 Detail section This section is the body of the report that prints once for each record in the data source DataSource icon This control can be used to connect the report s data source settings to an existing data source 4 PageFooter section This section can be used to print page totals page numbers or any other information that needs to be printed once at the bottom of each page 5 Designer Script Preview tabs The Designer and Script tabs can be clicked to toggle between design and script views while the Preview tab allows for a fully functional design time preview of how a report will look and behave at run time The designer tabs located at the bottom of the Report Builder design surface allow you to quickly access various aspects of Report Builder The Report Builder designer is equipped with three tabs the Designer tab the Script tab and the Preview tab e Designer Tab By default when you create or open a Report when the designer tab is selected While in this tab of the Report Builder you can perform all design time and run time functions associated with your report such as creating a layout binding to data sources creating event handling methods and more Page 34 of 67 wikCalculatedFields Microsoft Visual C NET design rptCalFields cs Design File Edit View Rep
45. n thereof to be unenforceable the remainder of this License shall continue in full force and effect 12 Complete Agreement Governing Language This License constitutes the entire agreement between the parties with respect to the use of the CobbleStone Software licensed hereunder and supersedes all prior or contemporaneous understandings regarding such subject matter No amendment to or modification of this License will be binding unless in writing and signed by CobbleStone Any translation of this License is done for local requirements and in the event of a dispute between the English and any non English versions the English version of this License shall govern Page 67 of 67
46. nfo True In the example below we moved the Contract mdb file to a network path of w Data SharedFiles Contract mdb your path will vary depending on the network path your network administrator set up Microsoft fet OLE DB 4 0 Data Si urcc Wi Data SharedFiles Contract mdb Persist Security Into True Be sure to modify the Data Source network path above from DataDirectoryl Contract mdb or contract mdb to ServerNameOrDriveLetter path contract mdb without the quotes ae ip ContractInsightDE exe config 4 Next locate the DBPath setting in the configuration file and enter the correct network path to the Contract mdb file this will be the path ONLY and will NOT include the Contract mdb file as part of the path Page 9 of 67 A I Access DB Connecti 111 String gt add key DE Provider value Mierosott Je OLEDB 4 0 gt F leave empty quotes if the file are to be stored in the application installation directory gt lt add key DBUserlD value Admin gt leave empty quotes it the file are to be stored in the application installation directory gt add key DBPath values gt leave empty it database is local use UNC or shared directory if on network gt add key DB FileName value Contract mdb gt ral A Pr fe lt do not change gt lt add key HPileBath value 9 lt for document and images gt lt MS SQL
47. ng the Program Starting Contract Management Software After the Installation is Complete Select Start on your Windows Desktop select Programs Contract Insight Contract Insight This is the preferred method of starting Contract Management Software Navigating through the Interface The Main File Menu is the best way to navigate through Contract Management It features buttons that correspond to each topic of Contract Management For example the Employee button will allow the user to view the Employee information such as entering a new employee or finding editing an existing employee A screen shot of the main file menu is below ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts VendorsfCustomers Contracts Reports Setup Help Exit E GE vendors Customers Fr Employees dP dd Company op Add Employee 1 Hew Contract Find Contract Prustras lark Main Menu Options 1 The Contracts Vendors Employees Setup Actions Help and Exit menu options will display their respective sub menus 2 Selecting the Contracts menu item and next selecting the Add New item will bring the user to the Contract Input Form see Contract Input Form ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts gt File Employees Yendors Customers Contracts Reports Setup Help Exit _ New Contract Find Contract pr Ade Add New ee elvendors Customers EF Employee
48. nter the Contract End Date enter the Notify Days the system will notify you via the list box on the main system page based on the number of days entered before the Contract End Date enter a description and additional information Contract Detail Manager i i loj x 1 of 1 sh addnew X Delete la Save Data Gj Contract Title Sample Contract Start Date 1117 2007 Contract ID Vendor Customer enards Buffet E fr End Date 1117 2007 sj ContactType OI Employee JAdams Ada Status Adams Ada E dai Dens jo atus Signed by dame Ada ContractAmount 0 InvoicedContractt Department Notify Days Annual Review Date 1117 2007 v p Price Review Date 11 F2007 p Category v Insurance Cert Date 1117 2007 v jo Monthly Cost 0 0000 Current Cost 0 0000 Description Motes Location Renewed F 1 The user can enter the following information The Contract Title Vendor select from list The Product The Contract Start and End Date Year 2000 Compliant Employee Contact select from list and Signed By information 2 The Type list box can be used to track various types of agreements such as leases licenses maintenance health care agreement filings and other committals 3 The Contract Code can be used to track Contracts by specific codes You may also print Contracts by Code Page 23 of 67 Page 24 of 67 sd The Confidential Term Terminal Warranty Payments and Gener
49. ntraclD Look ir 7 sample files Fi m Ci ContractwebEmailNotice_Files TA ContractWebEmailVotice pd Sam mgm ContractyebPricing pdr Samt Recent wji 64P ages doc g CS Customers pd B samp b4Pages 1 doc ErmailSample msg M samy E w 204 Pages doc HM EmplaveenDA dac WE Samy La AcceptablelsePolicy doc r EmployeeN0A pdf samp Desktop wy Consulting greement doc Bi ExcelFileSample xls Asan Cons sulting greement pdf El ExportFile CoV WH Softy i contract dac ps FireProtectionSample Contract pdf PE soft contract training pdf M HealthoareFroviderAgreement doc ily Test My Documents ContractABC doc ps Health CareProvider Agreement pdr EE test WY ContractSampleRey1 doc fi MeetingCover dac er AY ContractWweb MeetingCover doc Ej RFP LiF Mu career ContrackwebEmailotice doc sample files2006092 1 zip j HR ContractwebEmailNotice hkm r sample lease pdf ag s File name Consuliing areement pdf Open Note before entering files documents into a fe be sure to select the Save Data button on the contract entry screen To insert a scanned file do the following 1 First scan the image of a Contract using your scanner and scanner software scanner not included with they system Save the scanned contract or document to a file location with a name you are familiar with apostrophes in the file name are not supported Note it is recommended to scan images and do
50. or Management form will appear seen below VendoilD VENDNAME ADDRESS CITY 263 2311 Route 70 Chery Hill MAME Kencon Environmental Inc 974 Main Street wiiliamsville ADDRESS 2311 Route 70 West Inter Office Suppl 456 Landslide Ro me MN ee Benards Buffet 101 Kings Highway 101 Kings High EN oe ME IP 08095 nm feel PHONE 1609 665 4575 Fam 1809 665 3993 NOTES Kencon Environmental specializes in short en WEE tho aan enon com CONTACT hr Kencon EMAIL 6 To view or edit an existing Company double click the Company in the grid seen above Their data will fill in the form You may modify the data and select Save to save the changes 7 To delete a Company select the Delete button 8 To close the Vendor screen select the Close button Page 22 of 67 Contract Entry amp Edit Form To enter in add a new contract record select the Contracts menu item then select the Add New submenu item ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts Contracts ad File Vendors Customers Reports Setup cp Ade Employees Add New I New Contract b Find Contract The Contract record entry will appear Next the Contract Input form will display Enter the Contract Title select a Vendor if a vendor is not in the list close the screen and add a new vendor see Vendor Management for more info enter the Contract Start Date e
51. ort Project Build Debug Data Format Tools Window Help iste bind Debug p GetinvoiceReport DD JEHAag er ul ee Design rptCalFields cs NE NS NE NNN al ee Sole ab arth Mg Me ie i atl Sa eal TT EE bettompanyNamel gt gt gt saadad i ProductName gt gt gt Quantity gt gt sUnitPrice gt gt gt Total Price Bi detail er PN ee eee 1 textbox Jaso jdxg uonnjas Hi e Script Tab By selecting the Script tab you open the script editor which gives you the ability to easily and quickly add scripting to your report The script editor contains two comboboxes that allow you to select any section of theReport Builder and all events associated with that section When you select a section and an event the script editor generates a method stub for the event Page 35 of 67 72 Scripting Trial Microsoft Visual C NET design rptScripting cs Design File Edit View Report Project Build Debug Data Format Tools Window Help ae Debug p GetinvoiceReport lam Ee J Edit Documentation LU BOB Ue rptScripting cs Design NewActiveReportl cs Design 17 public void ActiveReport Datalnitializef 18 19 yt Fields Add CategoryID 20 it Fields Add CategqoryName gt 71 t Fields Add ProductName a2 it Fields Add UnitsInStock 73 it Fields Add Description 74 c Fields Add TotalLabel 25 26 27 public bool ActiveReport Fet
52. plorer select the report element you want to modify The Properties grid displays all available properties and events for the element 2 In the Properties grid change any properties or events to implement the changes Formatting a Report Fr Normal v Arial v 10 v H G GA BZ U Page 39 of 67 The Report Builder formatting toolbar is made up of the following components e Font Sets the typeface of the selected label checkbox or textbox control e Size Sets the font size of the selected label checkbox or textbox control e Zoom Out Incrementally reduces the magnification level of the design surface e Zoom In Incrementally increases the magnification level of the design surface e Bold Sets the bold typeface on or off e Italic Sets the italic typeface on or off e Underline Sets the underline typeface on or off e Align Left Aligns the text left in the control area e Align Center Aligns the text centered in the control area e Align Right Aligns the text right in the control area e Justify Justifies the text in the control area e Bullets Adds bullets to the text in the RichText control area Decrease Indent Decreases the indent of the text in the RichText control area e Increase Indent Increases the indent of the text in the RichText control area toolbox displays a variety of controls available for use in ActiveReports The items available from the toolbox change depending on the designer currently in use ActiveRepo
53. r 3 ContractT askE mailer d ContractTaskEmailerS L Script sql bt kl Interop ADODB al History Interop COO dll Desktop ee a o E readme doc May Documents 1 ERE My Computer a File name T askE mail pp ene d My Network F Files of type Programs Cancel 4 Next select Daily on the task interval screen below Page 61 of 67 Scheduled Task Wizard x Type name for this task The task name can be the same name as the program name TaskE m ail pp Monthly One time only When my computer starts When log on lt Back Cancel 5 Next enter the start time of the task to run each day normally after midnight Scheduled Task Wizard Select the time and day you want this task to start Start time Joss Perform this task f Every Day C Weekdays Even days Start date 1 2008 Back Cancel 6 Select Next and enter a local admin account for the task to run under Page 62 of 67 Scheduled Task Wizard gt Enter the name and password of user The task will un as ft were started by that user Enter the user name DI4768 localadmin a Enter the password Fo Confirm password Back Cancel 7 Click next to finish the task setup Double click on the task to verify that the tasks runs successfully Be sure to monitor the task event log and Windows Event Log for e mai
54. rm select the Employee menu item next select the Manage Employees sub menu item seen below ver ContractInsight DE Copyright Cobblestone Systems Corp Alerts oJ File 3 J Mew c Contracts Reports Setup Help Exit GH vendorsjCustomerd GF Emplo Employees vendorsj Customers Manage Employees Calendar View Day View Contract Alerts Task Alerts d Company op Add E mployee Ca 2 The Employee input and management form will appear in a separate window re Title dds amp Employee Manager amp Setup Ioj x ld 4 1 of 7 b b SF Add new x Delete l Save select an employee From the list to manage Employee ID E EmploypeelD LastName First ame HNamelnit Title Fea 8 First Mame Mike a ea o 13 17 Department Accounting h 13 Comments test 5 Email sdasd E JE 3 To find view or edit an employee select the employee from the Employee List grid seen above by double clicking on the employee row 4 Next modify the data in the fields provided Next select the Save button Page 20 of 67 Vendor and Customer Management To enter add and manage Companies select the Manage Vendors submenu from the Vendor main menu bar seen below ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts oJ File Employees Vendors Customers Contracts Reports Setup Help Exit iid
55. rts 3 0 k Pointer If Barcode aly ChartControl CheckBox Label Line a LJ dledbject PageBreak F Picture ReportInfo RichTextBox shape H SubReport abi TextBox To access the ActiveReports toolbox 1 Open a Visual Studio project 2 Add an ActiveReport to the project 3 Click on View gt Toolbox 4 Click on the ActiveReports 3 0 tab The Reports toolbox is made up of the following components e Pointer Allows you to select controls or sections of the report e Barcode Allows you to insert an Reports Barcode control Page 40 of 67 ChartControl Allows you to insert a chart in any of a variety of styles e Checkbox Allows you to insert a checkbox bound to a database field or unbound e Label Allows you to insert a new static label control Line Allows you to insert a line control e OleObject Allows you to insert an OLE object bound to a database field or unbound e PageBreak Allows you to insert a page break within a selection e Picture Allows you to insert an image loaded from a file e ReportInfo Allows you to display report info in a number of format strings such as PageNumber of PageCount e Textbox Allows you to insert a textbox bound to a database field or unbound e Shape Allows you to insert a rectangle circle or square shape e Subreport Allows you to insert a Subreport control to link to another report e RichTextBox Allows you to insert an RichTextBox control Field Expressions
56. s a a ssi Al Preview Designer G Script Grouping Data in a Report To group data in a report 1 Right click in the Detail section of the report design surface select Insert and click on Group Header Footer 2 This will insert a new group header footer section into your report 3 In the Properties window for the group header change the DataField property to the field on which you want your data grouped 4 Change the name of the group header to reflect the field on which data is being grouped For example ghCategories would be the name of the group header field with the DataField property of CategoryID Exporting a Report To export a report to MS Excel and other formats first preview the report by selecting the Preview tab Next from the File menu select Export Page 44 of 67 i Open Ctrl 0 B I U A ate b d Save Ctrl 5 AE A Do E Er A E Export Ctrl E pe E FEEN ETa CheckBox FichTestBoxs Next select the format to export to and the file destination Export Select the export file format options True Hs97Plus 0 1 0 1 MultiSheet False Remove VerticalSpace False UseCell Merging False Tue f ercel shoud set the height ofthe row based on the contents of that row Otherwise the 3 Saving and opening a report The report builder tool enables user to create and save multiple reports To save
57. s EEE Find 3 The Find menu item will bring the user to the Find a Contract Form See Find a Contract Form 4 The Contract Expiring tabs seen above will show the user all the Contracts that are currently expiring based on the tab selected 5 The Setup menu will bring the user to the various setup files such as Departments Contract Types Locations Categories and more This will be discussed about in greater detail later seen below ie ContractInsight DE Copyright CobbleStone Systems Corp Alerts a File Employees YendorsfCustomers Contracts Reports Help Exit Employees _ New Contract fe Find Contract b Add Company P Add Empli Fr Employees vendors Cuskomers Departments Go to Saturday Movember 17 2007 v Today Locations ee LOT TT 117 al P r a Sunday 10 28 2007 4029 2007 10 30 2007 Contract Status List Categories Contract Types Page 11 of 67 Contract Warning System Every time the system is opened the contract management system will scan all expiring contracts based on the End Date and the Notify Days that was entered into your contract records To open the contract just double click the line item with your mouse We ContractInsight DE Copyright CobbleStone Systems Corp Alerts ad File Employees Vemdors Customers Contracts Reports Setup Help Exit C New Contract Find Contract 5p Add Company sp Add Employee E Vendors Custo
58. s dialog and select the Provider tab 4 Select the appropriate provider 5 Select the Connection tab and enter or browse for the path to the desired database file and click OK to close the dialog and return to the Configuration Wizard 6 Click Next twice enter the appropriate SQL Select statement and click the Next button again Page 50 of 67 7 Click Finish to close the wizard A connection object will now reside with the DataAdapter object in the ActiveReports component tray 8 To generate the dataset right click the DataAdapter object click on Generate DataSet select Add this dataset the the designer and click OK To set the report s DataSource and DataMember properties 1 Click in the gray area of the design area to select the ActiveReport Di From the Properties grid set the DataSource property to the newly generated dataset and the DataMember to the DataTable Properties NewActiveReport1 DataDynamics ActiveReports ActiveReport3 AREIA DynamicProperties Name DataMember DataSource Document Aga Data Dynamics Data Sources Language ip Data Sets Localizable dg was MaxPages None PrintWidth ScriptLanguage ShowParameterUI TrayHeight TrayLargelcon UserData Generate Dataset Preview Data Edit Data Source DataSource Gets or sets the data source from which the report will retrieve data After setting the report s data source all bound fields appear under the Bound node wh
59. set Pattern field enter a pattern e g ITEM AER a Click OK to return to the report design surface To use a dataset at design time add the necessary data controls to the Report set the report s DataSource and DataMember properties and bind the report s controls to the corresponding data fields i If your project already contains a dataset that you want to use within the Report designer drag the DataSet object from the Data tab of the toolbox onto the report surface This will open the Add Dataset dialog To add your dataset select the Typed dataset option then choose your dataset Add Dataset Choose a typed or untyped dataset to add to the designer i Typed dataset EmployeePerformance DataSet1 Creates an instance of atyped dataset class already in your project Choose this option to work with a dataset that has a built in schema See Help for details on generating typed datasets C Untyped dataset Creates aninstance of an untyped dataset class of type System Data DataSet Choose this option when you want a dataset with no schema To add data controls to the Report 1 While in an Report click the Data toolbox tab Select any available DataAdapter object and drag it onto the report surface the Data Adapter Configuration Wizard will open and you will see a visual representation of the DataAdapter object in the Reports component tray 2 Click Next EN Click New Connection which will open the Data Link Propertie
60. source Build Cancel To connect to Microsoft Access using Jet 4 0 1 Click on the gray report DataSource icon in the Detail section to open the Datasource dialog 2 Select the OLE DB tab J Click on Build 4 Select Microsoft Jet 4 0 OLE DB Provider and click Next J Enter a database name or Click the ellipsis button to browse for the access path to a database 6 Click Open once you have entered a database name or selected the appropriate access path 7 Click OK to continue 8 Enter a SQL statement in the Query box e g Select from products 9 Click OK to return to the report design surface To connect to SQL Server Click on the gray report DataSource icon in the Detail section to open the Datasource dialog Select the SQL tab Click on Build Select Microsoft OLE DB Provider for SQL Server and click Next Select a server Chose Windows integrated security or a specific username and password eee PE Choose the database for connection and click OK Page 49 of 67 8 Enter a SQL statement in the Query box e g Select from products 9 Click OK to return to the report design surface To connect to an XML database Click on the gray report DataSource icon in the Detail section to open the Datasource dialog Select the XML tab Click the ellipsis button beside File URL to browse for the access path to Customer xml Click Open once you have selected the appropriate access path In the Record
61. st or Entity List By using the CobbleStone Software you represent and warrant that you are not located in under control of or a national or resident of any such country or on any such list 10 Government End Users The CobbleStone Software and related documentation are Commercial Items as that term is defined at 48 C F R 2 101 consisting of Commercial Computer Software and Commercial Computer Software Documentation as such Page 66 of 67 terms are used in 48 C F R 12 212 or 48 C F R 227 7202 as applicable Consistent with 48 C F R 12 212 or 48 C F R 227 7202 Ithrough 227 7202 4 as applicable the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U S Government end users a only as Commercial Items and b with only those rights as are granted to all other end users pursuant to the terms and conditions herein Unpublished rights reserved under the copyright laws of the United States 11 Controlling Law and Severability This License will be governed by and construed in accordance with the laws of the State of New Jersey as applied to agreements entered into and to be performed entirely within New Jersey between New Jersey residents This License shall not be governed by the United Nations Convention on Contracts for the International Sale of Goods the application of which is expressly excluded If for any reason a court of competent jurisdiction finds any provision or portio
62. t documented is scanned or file is attached lt 7 Rl Version 1 0 eneoALNG ULI 0 27 gt COMLIGUEALIOnNS Lappdettings lt Jccess DE Connection String lt add kev Natabssevonnectionatrit Page 30 of 67 Enter Edit Income and Expense Transactions H Contract Detail Manager 4 d 1 of 1 P P P Add new XX Delete Save Data E Contract Title Sample Contract 000 start Date E eedi Wendor Lustomer Jp enards Buffet h fr End Date 11 17 2007 Employee f dams Ada amp Notify Days signed by Adens Ada Contract Amount lo Details Terms Misc License warranty Confidential Indem General ere ees Ti ii 4 io of O bo GL cp addnew gt Delete b Save select a transaction below to edit eer eee r Transacton ID Contract ID Description Acct Lode Deposite O O Withdraw Mote O O Date favor ts s Hours Note before entering tasks into a contract be sure to select the Save Data button on the contract entry screen From the contract add or edit screen select the Financials tab seen above to enter or edit financial tracking information for a particular contract This enables a user to track Income Expense or Hourly Tracking for a particular Contract go to the Contract you would like to edit or add transactions to and select the Financials tab The form above will appear Enter each line item in the entry boxes seen above Be sure to sel
63. t of tasks alerts 7 DATA SOURCE update both areas with the full folder path and file name to the Contract mdb database path and name may vary 8 DBPath this is the path to the contract mdb file 9 DBProvider typically left as Microsott Jet OLEDB 4 0 10 Save and Close the configuration file 11 Screen shot of a typical configuration file below confi guration connectionstrings gt lt add name ContractInsightDE My MySettings ContractConnectionstring pnnectionstring Provider Microsoft Jet DLEDB 4 0 Data Source DataDirectory Contract mdb Persist Security Info True providerName System Data Oolepb gt connectionstringqs gt lt appsettings gt lt add key SMTPSERVER value mail YOURSERVER COM gt key EmailFROM value YOUREMAIL YOUREMAIL com gt key Emai Icc value f gt key SMTPPORT value 587 gt key APPENDCONTRACTEMAILSUBJECT value Contract Alert gt key APPENDTASKEMAILSUBJECT value Contract Task Alert gt key APPENDCONTRACTEMAILBODY value The following contract has an alert gt key APPENDTASKEMAILBODY value The following task 15 expiring gt key DatabaseConnectionstring value Provider Microsoft Jet OLEDB 4 0 Data bour ce TC l Program FilesyvCobblestoneSystemsyContractInsightDENCcONtract mdb User d admin Password f gt lt add key SMTPSERVERUSERNAME value f gt lt add key SMTPSERVERPASSWORD value gt lt add key Clients
64. tInsightDE folder Your installation path may vary depending on the path selected during installation The report builder may also be connected to any other datasource for reporting To edit the data source select the Fields item and then select Edit Data Source seen below E E Report bem PageHeader El Appearance ShowParamete True Watemark none Waterman Aig Center Watermark Prin Watemark Size Clip E Behavi Edit Data Source Page 47 of 67 Data Source The Data Source option allows access to add Data Source parameters or modify existing Data Source settings pe El Pagerooter 2 1 Fields E E Bound 4 a E Calculated True L none Center Watermark SizeMode Clip El Behavior MaxPages 0 Print Width J Script Language F El Contractual Query pda Aol 30 Provider Microsoft Jet rier select from contractual que Report Builder makes it easy to bind your report to other data sources by using the gray DataSource icon located in the Detail section of the report design surface or by accessing the DataSource dialog from the Report Settings menu To use the DataSource icon 1 From the report design surface 2 Click on the gray DataSource icon in the Detail section of the report to open the Datasource dialog 3 You will then be prompted to select your data source connection string and query Page 48 of 67 E Data
65. tall the Microsoft NET Framework from Microsoft s website Note The NET Framework should be installed on the Windows Servers To download and install the NET Framework visit Microsoft com and run the system updates or go to http www microsoft com downloads search for the Microsoft NET Framework and follow the instructions First locate Contract mdb database name and path may vary on the Windows Server Next locate and run the ContractInsightTaskEmailer msi installation file provided by CobbleStone Systems Follow the installation wizard is ContractTaskEmailer Welcome to the ContractTaskEmailer Setup Wizard The installer will guide vou through the steps required to install ContractT askE mailer on your Computer WARNING This computer program ie protected by copyright law and international treaties Unauthorized duplication or distribution of this program or any portion of it may result in severe Civil or criminal penalties and will be prosecuted to the maximum extent possible under the law Cancel Back Page 56 of 67 is ContractTaskEmailer Select Installation Folder The installer will install ContractT askE mailer to the following folder To install in this folder click Next To install to different folder enter it below or click Browse Folder C AProgram FilestLobbleStoneSystemsjLontractT ask E maller Install Contract Task Emailer for yourself or for anyone who uses this co
66. tion ie ContractInsightDesktop Used occasionally Last Used On 10 39 2006 To change this program or remove it From your computer click Change or Remove Remove Add Mew Programs ae ADL Uninstaller Choose which Products to Remove Ta fy Cisco Systems YPN Client 4 0 4 Rel Size amp SOME 1 Add Remove Windows Components F Page 8 of 67 Multi User Environment Working in a Multi User Environment To use Contract Management Tracking System in a multi user environment there are several configuration steps 1 Purchase and install the system on each computer select the default options upon installation Do not add any data until the configuration is complete 2 Next select a shared network folder or directory and a copy and paste the Contract mdb file in the shared folder not the full path to this directory The Contract mdb file can be found among the installations files typically in the C Program Files CobbleStone Systems folder path may vary ae isp ContractinsightDE exe config 3 Locate and edit the application configuration file using Notepad found in the installation path of each PC that the system in installed on Modify the Data Source string as follows Replace the IDataDirectoryl text seen below with the full network path to the Contract MDB file that was moved in Step 2 above Microsoft Jet OLEDB 4 0 Data Source DataDireetory NContract mdb Persist Security I
67. tractInsight DE Copyright CobbleStone Systems Corp Alerts Employees ad File Vendors Customers Contracts Reports Setup Help Exit b Manage Vendors Customers ployee G vendorsjCustomers Employees 1 The Manage Vendors and Customers Companies menu item will bring the user to the Vendor Customer Input Form see Vendor Input Form for more details 2 To find or view an existing vendor or customer select Manage Vendors then click the vendor in the vendor list seen below This will allow the user to find a previously entered Vendor _ New Contract 3 to Add an new vendor or customer select the add button Page 14 of 67 Employees Management and Setup vert ContractInsight DE Copyright CobbleStone Systems Corp Alerts at File Employees vendorsjCustomers Contracts Reports Setup Help Exit Manage Employees a d Company h Add Employee GE vendors Customet 4 Ti Employees i p 1 The Manage Employees option will allow the user to view or add Employees see Employee Input Form This is used to enter a new Employee into the database Start off by entering all Employees first 2 The find or view Employees select the Manage Employee option click on the Employee list seen below This will permit the user to view and edit previously entered Employees W Employee Manager amp Setup jd 4 T of 40 pbl dP Addnew 3X Delete f Save select an employee from the list to mana
68. you want to use description of the wizard appears in the left side of the dialog box Click the table or query that contains the data you want to base your report on Click OK If the resulting report doesn t look the way you want you can change it in Design view Exporting Data The System allows authorized users to export data to analyze in third party tools such as Microsoft Excel or MS Access To export data follow the same instructions found in the Custom Report section of this manual Once you establish a linked table to the Contract mdb file you may use Microsoft Access to export data Refer to the Microsoft Access help files for more information Page 55 of 67 Contract Insight Desktop Edition Task Emailer Application Installation It is recommended to install the Task Emailer application on a Windows server where the shared Contract mdb database name may vary is located NOTE The Task Emailer Application is a separate add on Requirements for this method of installing e mail alerts 1 The SMTP Server name or IP address that will be used to route e mails 2 The user name and password if the SMTP server requires authentication 3 Admin level permissions to the Contract mdb access database name and path may vary 4 The correct permissions to install the Microsoft NET Framework on the Windows Server 5 Correct permissions to schedule and create a Windows Task Scheduler job on the Windows Server Download and Ins

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