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1. FIELD1 NOTE TENANT_EXTRA Additional Information To include commas within an item use quotes ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 36 Chapter 7 Miscellaneous FIELD2 DROPDOWN COLOUR Choose your colour from red green or blue Red Gr n Blu To include a quote in an item use two quotes FIELD2 DROPDOWN COLOUR Choose your colour Red Green Blue The Display Types are listed below with the appropriate field types for MS SQL and Paradox databases Display Type Description MS SQL Field Type Paradox Field Type Display Type Description MS SQL Field Type Paradox Field Type Display Type Description MS SQL Field Type Paradox Field Type Display Type Description MS SQL Field Type Paradox Field Type EDIT Single line edit box VARCHAR2 size A DROPDOWN Drop down combo box VARCHAR2 size A CHECKBOX Check box VARCHAR2 1 L NOTE Multiple line edit box VARCHAR2 size or LONG AorM ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 8 System Defaults 37 CHAPTER 8 System Defaults Defaults provide a set of standards or corporate preferences and procedures One of the initial tasks of the System Administrator is to set up these basic defaults and assumptions of the system Defaults will generally be the starting point for users of the system Much of the System
2. Hardware Shop at 146 BILBECK HARDWARE 0 5 24 06 1988 22 03 2004 21700 WD6 1JU Y L RETAIL SOUTH COUNCIL 98139 21 25 03 1969 25 03 149 25 03 2011 RR 0 149 25 03 2032 RR 0 149 25 03 2053 RR 0 149 25 03 2074 RR 0 0 STORAGE 556 0 24 06 2002 RR 0 0 RETAIL ZONE A 437 0 RETAIL ZONE B 437 0 RETAIL ZONE C 412 0 RETAIL REMAINDER GF 363 0 RETAIL OTHER 346 0 Newsagent at 148 SUPERNEWS LTD Prime 63000 5 31 10 2005 70650 ARGU 0 01 11 2000 RR 0 0 01 11 2005 RR 0 0 RETAIL ZONE A 1062 0 RETAIL ZONE B 987 0 RETAIL ZONE C 851 0 RETAIL REMAINDER GF 700 0 RETAIL OTHER 448 0 RETAIL FIRST FLOOR 3010 0 STORAGE 900 S Valuation Capitalisation version 2 50 Administrator s Guide 60 Chapter 10 Appendices Appendix 2 Checklist Checklist Installation e Install and licence the program e Keep a record of where the program is installed and licence serial numbers e Store installation CDs or download files in a safe place e Where the program has been installed on a network complete network client installations on all client PCs to set up access to the program e Back up the Data folder s on a regular basis System Security e Set up the system users and users passwords e
3. PORTFOLIO HEADER Contains details of the Portfolio and only exists if the header field LEVEL has value 1 PROPERTY HEADER Contains details of the Property records PROPINT HEADER Contains details of a property interest An Interest can be either a Tenure or a Tenant Each Property Interest must have a Lease record even if freehold LEASE_HEADER Contains lease details CLASS_HEADER Contains information on the ERV classes Not normally used VALRULES_HEADER Contains details on Valuation rules VALSET_HEADER Contains information on Valuation Sets AREA_HEADER The Area information COSTS_HEADER The cost Information DCF HEADER DCF Information LOG HEADER Valuation Log Information Fixed Record Structure Some data records have fixed formats These are described below RHIST format Fields are Years Number of years slice lasts for Months Number of months slice lasts for Days Number of days slice lasts for Rent Rent paid Event can be one of Review Fixed Indexed Interim Rent Free ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 46 Chapter 9 Import Export File Formats Reversion Frozen Not used False STAMPDUTY format Fields are Id ID integer unique for each Stamp D
4. Lease section is required PROP_ID is the ID of the containing property Lease section Notes Describes a lease Both tenures and tenants always have a lease section Contains Section Number RHISTS 0 many ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats 51 Required PROPINT_ID must link to tenure or tenant record INTER_ID Log section Notes Describes a Valuation Log If the Valuation Log is contained within a Property then it may itself contain a CVL Log sub section after its field list The CVL Log sub section holds an embedded Property CVL file recording the state of a property at a valuation date The CVL Log is placed in a special sub section delimited by LOGCVL and END_LOGCVL Every line of text within this sub section must begin with the character This distinguishes the embedded Property CVL text from the section containing CVL text The CVL Log sub section is optional However if the CVL Log sub section exists then its contents once stripped of the line prefix must be a valid Property CVL file Contains Nothing Required PORT ID the ID of the Portfolio PROP_ID the ID of the Property if the log is contained in a property or O if the log is contained in a portfolio VALN ID the ID of the valuation Rhist section Notes The Rental History section has a fixed format The Rental History but is stored in one field of the Lease table If
5. Snapshot Traditional valuation Snapshot Basic Portfolio amp Property results M DCF Snapshot Basic Portfolio amp Property results M Done None Only changes to the Audit Trail are recorded Minimal Records changes to system default rules and updates to various lists and schedules Detailed AII updates and changes are recorded Click the Show Audit Trail button to open the audit trail window cep Audit Trail Search in field os Text to find Date Format dd mm yyyy Case Sensitive 24 11 2004 10 19 59 Edit Record 24 11 2004 10 19 59 Logout 24 11 2004 10 19 57 Edit Record 24 11 2004 10 08 18 Edit Record 24 11 2004 10 08 18 Edit Record 24 11 2004 10 08 18 Edit Record 24 11 2004 10 06 38 Edit Record 24 11 2004 10 06 29 Edit Record 24 11 2004 10 06 29 Edit Record 24 11 2004 10 06 28 DCF 24 11 2004 10 06 24 Edit Record 24 11 2004 10 06 12 Edit Record 24 11 2004 10 06 00 Edit Record 24 11 2004 10 06 00 Edit Record 24 11 2004 10 06 00 Edit Record 24 11 2004 10 05 53 Edit Record 24 11 2004 10 05 42 Add Record 24 11 2004 10 05 42 Edit Record 24 11 2004 10 05 40 Edit Record Sample Portfolio Portfolio Growth Rental Growth A Building 1 4 Street Ma Property New cost Costs Growth Rental Growth Growth Rental Growth Yorkshire Place 10 York Property Sample Portfolio Portfolio DCF Record DCF Records Growth Rental Growth DCF Record DCF Records Another Building 2 Any Prope
6. Chapter 7 Miscellaneous 33 REPORT section REPORTDIR The location of the Report folder LANGUAGE section COUNTRY The default language setting for the system This changes the default language for the program from English to for example French Users may select their preferred language within Valuation Capitalisation by clicking on the Application button the round symbol in the top left hand corner of the Command Centre window and selecting User Options then selecting the language with the Dictionary drop down LANGUAGEINIFIL The location of the Language ini file The default location for this is the International folder within the Valuation Capitalisation installation folder In addition to the language configuration file this folder contains dictionary and language files The dictionary file is a text file containing translations of terms used by the system into the required default language For example LANGUAGE COUNTRY FRENCH LANGUAGEINIFILE G ARGUS Valuation Capitalisation INTERNATIONAL French Language ini AUDITTRAIL section AUDITLEVE This indicates the level of auditing performed in Valuation Capitalisation The setting is maintained by Valuation Capitalisation CLEARDATE The date up to which the last audit trail clearout was run This setting is maintained by Valuation Capitalisation QUARTERDAYS section This
7. This checks the database for inconsistencies and will correct any errors identified where possible For further details refer to Database Maintenance on page 10 Lock Violation On start up the system reports a lock violation System Message Network initialization failed Lock violation File GACIRCLEINWADATAAPDOXUSAS NET Unknown internal operating system error Directory G ACIRCLEINWADATAN Ignore problem and continue Yes to IGNORE and continue No to CLOSE DOWN the program Please follow the steps below to free up Valuation Capitalisation whenever a net or Ick error message appears e Ensure all users have closed down Valuation Capitalisation e Open Windows Explorer and browse to the Valuation Capitalisation installation folder Take a backup of the Data folder e Open the Data folder and delete any files ending net or lck Then try to run Valuation Capitalisation by double clicking on INVWIN EXE e Ifan error message reappears open Windows Temp folders and delete all files ending net and Ick Try to run Valuation Capitalisation again e Ifa list index out of date error message then appears run Rebuild exe from the installation folder and select the Check amp Fix option For further information see Database Maintenance on page 10 Corrupt Database Tables Paradox databases can occasionally suffer corruption This may prompt Valua
8. Contains Section Number RULES 1 STAMPDUTY 1 many Reguired Contains no fields Portfolio section Notes Only present if this is a Portfolio CVL file i e the LEVEL field of the file header is 1 Contains Section Number RULES 0 1 LOG 0 many PROPERTY 0 many Required PORT ID field is required VALRULES_ID required if ruleset included should be 0 if no specified ruleset Property section Notes Property details If Rules or Valset are required linking fields have to be filled in Property table Contains Section Number CLASS 0 many RULES 0 or 1 VALSET 1 many LOG 0 many COSTS 0 many DCF 0 or 1 TENURE 1 Many Required PORT ID needs to link to Portfolio sections ID ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats 49 PROP_ID needed VALRULES_ID needed 0 if no rule set specified if Rule set is included Class section Notes Used to store ERV classes that can then be used at the Area level to define ZONE A rates Contains Nothing Required PROP ID field must link to PROP ID for the Property Rules section Notes Used to store details about valuation rules Contains Section Number INDEXATION 0 or 1 Reguired RULES ID Must link to ID in Property or Portfolio section Indexation section Notes Used to store details about the indexation portion of the valuation rules The format of the Indexati
9. Open the BDE Administrator in the Windows Control Panel Select Object Configuration and Version Information The Version Number appears on the right hand side of the screen The most recent version is 5 2 0 2 There is no need to upgrade if you already have this version If you have anything earlier we recommend you run the Client Network install on each PC from a new ARGUS Valuation Capitalisation CD This will upgrade your BDE A new ARGUS Valuation Capitalisation CD can be obtained on request if you email support argussoftware com 4 Improve the performance of your network if it is slow or unreliable A fast network will enable you to copy the Invwin exe from the ARGUS Valuation Capitalisation installation on the server across to your desktop in approximately 7 seconds ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 22 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 5 Troubleshooting 23 CHAPTER 6 Security System Security To enter Valuation Capitalisation each user must have a user name and password for use when logging in see the login dialog below The purpose of this is to regulate user access to the database by creating restricted access settings ARGUS Valuation Capitalisation Login ARGUS Valuation Capitalisation Copyright ARGUS Software 2008 User Name Password O Valuation 2 Cashflow Portfolio 4 Analysis 15 Finance Licenced
10. Settings functionality is almed at saving input time and establishing standard approaches throughout companies For example 1f it is the tradition to value income on a hardcore basis then it will be more convenient to ensure that new properties have this setting when created System defaults are generally set and controlled through the User Options and System Options Most of the functions in User Options and System Options are explained in the Valuation Capitalisation User Manual Setting Up but further explanation is provided on key features below To open the User Options and System Options click the Application button in the Command Centre and select User Options or System Options Assumptions System default assumptions are set in the Defaults section of the System Options The Assumptions form sets out the base criteria used for valuation and it is recommended that each company should give careful consideration to these settings when the program is first installed Assumptions can be edited and customised for individual portfolios and properties where variations on the system default settings are required and further explanation on this is provided in the Valuation Capitalisation User Manual System Assumptions Default set SYSTEM DEFAULTS Use Default J Hardcore method Apply single hardcore rate to all income slices Term and Reversion method Reversion assumes next event review date Ne
11. import export file formats with a more detailed description of the CVL file format reXML reXML is an XML based representation of the data that can be transferred between Commercial Property Management and Financial Analysis systems reXML can be imported and exported by various ARGUS applications allowing data to be exchanged between these programs PISCES Import Export PISCES is the recognised medium for the transfer of property data Specially formatted files can be exchanged between Valuation Capitalisation and other PISCES compliant software packages The file can be a PIE file or CPI compressed file PISCES import and export functions can be accessed from the Command Centre through the File menu Import Export File Format CVL This section describes the Import Export file format for Valuation Capitalisation CVL file This format is unrelated to the PISCES format It was devised purely to allow Valuation Capitalisation to dump all the data held in the database for a portfolio or property down into a flat file which can then be retained or sent to another organisation Load File CVL and Save File CVL functions are accessed through the File menu in the Command Centre There should be enough information contained in this section and the accompanying data dictionary to write a compatible file ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 44 Chapter 9 Import Export File Formats
12. section can be customised to create user defined payment date settings using the Other options The specific dates required are entered after Other etc options in the date format shown dd mm yyyy For example English 25 03 1999 24 06 1999 29 09 1999 25 12 1999 Scottish 15 02 1999 26 05 1999 05 08 1999 12 11 1999 Other 01 01 1999 01 04 1999 01 07 1999 01 10 1999 Other1 28 01 1999 28 04 1999 28 07 1999 28 10 1999 These customised rent payment date settings may then be selected by the user and applied to tenant s through the Rent Payment Schedule in the Tenant form Lease amp Rent tab Further explanation is provided for users in the Valuation Capitalisation User Manual To see the Payment Days dialog in the application double click on a tenant in the Tenants amp Tenures list in the Command Centre and click on the Payment Days button ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 34 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide gt Payment Days z in Advance v 1st quarter day 2nd quarter day 3rd quarter day 4th quarter day Set in INVAVIN INI file w Payment Days English Quarter Days Scottish Quarter Days Crown Quarter Days CONFIG section D EFAULT_CURRENCY EUR Chapter 7 Miscellaneous This will change the default currency setting for all new portfolios from GB Pounds Sterling to Euros Please note that
13. symbol in the top left hand corner of the Command Centre window This will scan through the data and export each portfolio to a separate file in a newly created CVL folder This process could take several hours to complete depending on the size of the database If the program discovers an error in the data structure during the batch export process it will stop The problem must then be resolved usually by deleting the property the error occurs on You can then restart the batch export process It will restart where it previously stopped e When the batch export is complete close Valuation Capitalisation e Open the INVWIN INT file and change the database settings to specify the MS SQL Server database see Databases on page 5 and INVWIN INI Settings on page 31 The required settings to change to a MS SQL database are DATA DATABASETYPE MSSOL DBPARAMETERS ERVER NAME the SOL Server nam DATABASE NAME the new database name USER NAME user name for logging into the SOL server PASSWORD user password un e Ensure that the SQL script MSCREATE250 sq1 has been run to build the Valuation Capitalisation tables on the SQL server e Run Valuation Capitalisation and set up the system configuration information in the new database Enter user names and passwords and set system default assumptions This information should be copied by hand from the original
14. 4 to 2 50 for example can be completed by users without specialist IT knowledge In summary Paradox databases are easier to set up than MS SQL and are generally easier to look after Paradox Disadvantages e The database can become slow and the tables prone to corruption with more than 6 to 10 simultaneous users e Corruption can be a particular problem if users fail to shut down their computers correctly MS SQL Advantages e Faster than Paradox with a large number of simultaneous users e Database corruption is unusual Users incorrectly shutting down their computers is unlikely to cause corruption MS SQL Disadvantages e Much slower than paradox with a small number of simultaneous users e The IT staff must have special skills to maintain and backup the database e Database upgrades on major version changes from 2 04 to 2 50 for example must be completed by IT staff MS SQL upgrades cannot be run by ordinary program users ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 6 Chapter 2 Administration MS SQL databases MS SQL databases must be set up and administered by your IT department a level of expertise is required and this should not be attempted without prior experience Run the full or upgrade installation of Valuation Capitalisation for guidance on how to do this see the Valuation Capitalisation Installation Guide When database connection details are requested as part of the installation proces
15. 5e eee ERS us alu ee 31 Structure and Content of Valuation Capitalisation Folders 31 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide ii Chapter 2 INVWIN INI Settings 31 Custom RleldS gea o a mega aia et aa e das 35 Chapter 8 System D fauts ses a AAA 37 ASSUMPUONS 21525 ee A a Man aie met 37 Templates soci A none dd 38 A dit Trail sic ecclesia ee nn a pete aaa TE ie 40 Chapter 9 Import Export File Formats 43 FAM Sn ea et oe da ea ee ae 43 PISCES Import Export 43 Import Export File Format CVL 43 Updateable Import 52 CSV Import caer sms etes entend ete nee den ete 56 Chapter 10 ADDOHOIC S scada 59 Appendix 1 Example Updateable Import File 59 Appendix 2 Checklist 60 Chapter 11 Contact detailS cta i aa eae NE lees doutes 61 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 1 Introduction 1 CHAPTER 1 Introduction A system the size and complexity of ARGUS Valuation Capitalisation requires a System Supervisor or System Administrator to be responsible for its running and maintenance This document provides guidelines for maintenance of the system as w
16. ARGUS Valuation Capitalisation Administrator s Guide Release Version 2 50 ARGUS Software ARGUS Valuation Capitalisation Administrator s Guide The contents of this document are considered proprietary by ARGUS Software the information enclosed and any portion thereof may not be utilised for any purpose other than the consideration of ARGUS Software Information in this document is subject to change without notice and represents no commitment on the part of ARGUS Software Copyright O 2008 ARGUS Software Inc All rights reserved Trademarks ARGUS Software is a trademark of ARGUS Software All other trademarks and registered trademarks are property of their respective companies and should be treated as such ARGUS Developer was formerly known as CircleDeveloper ARGUS Development Budget was formerly known as CircleBudget ARGUS Valuation Capitalisation was formerly known as Circle Visual Investor ARGUS Multiview was formerly known as CircleMultiview Disclaimer This manual has been prepared for use by ARGUS Software personnel licensees and customers ARGUS Software reserves the right to make changes without notice at any time to this document and shall not be held legally responsible for any typographical arithmetic and listing errors Build date 24 October 2014 2 46 pm Version 2 50 Doc Version 1 0 Rev Date 24 10 14 ARGUS Valuation Capitalisation Administrator s Guide CONTENTS Table of Contents Chap
17. GUS Valuation Capitalisation version 2 50 Administrator s Guide 26 Chapter 6 Security AE Add or delete groups by using the Add Group and Delete Group buttons or by using commands in the File menu Group Name A suitable identifier name should be given to each group e g department name Supervisory Rights Supervisory rights can be applied to the group as a whole but beware that group rights take priority over individual users rights Description This is text information for example to describe the group Portfolio Security Security access can also be set for each portfolio This can be used for example to restrict access to specific users only when working on a sensitive portfolio In the Command Centre double click on the portfolio record to which you wish to apply security settings In the portfolio record click on the Security button in the button bar to open the security editor The person who created the portfolio is the Portfolio Owner Only the portfolio owner or anyone with supervisor status can modify the security settings cae Portfolio Security Sample Portfolio i File Help i 43 4 Unrestricted access for ALL M E GROUPS Portfolio Permissions Everyone Investment New Group Supervisor Valuation USERS A Portfolio Security with unrestricted access rights Unrestricted access for ALL This option automatically overrides the settings for all groups and users and gives full a
18. ONFIG section has no format An RGROWTH_HEADER may be found in CVL files for compatibility with earlier versions of Valuation Capitalisation but is now redundant Example PROPERTY_HEADER PORT ID PROP ID TAG SORT_CODE NAME ADDRESS_1 ADDRESS 2 T OWN DISTRICT COUNTY POSTCODE MAST USE ID SUB USE ID GROSS VALUE CALC NET VALUE EQUIV_YIELD INITIAL YIELD REVN YIELD BOOK VALUE BOOK VALUE DATE COVENANT ID LOT NO LAS T IRR LAST USER LAST UPDATED EQUITY OWNED NOTES VALUATION DATE VALRULES ID INSTALLATION ID LEGAL FEE ELECTED FOR VAT ARGUS Valuation Capitalisation version 2 50 Administrators Guide Chapter 9 Import Export File Formats RUNNING_COSTS CAPITAL_COSTS AQUI_COSTS ME ME_A VAT_RATE PURCH_PRICE PURCH_DATE SALE GENT FEE ACTIVE SAY VALUE KEEP SAY VALUE 45 ASURE_ TYPE MASTER PRI PRICE SALE DATE A REGION ID STAMP SETUP RENT GROWTH ID As can be seen no type information is recorded This is read from the current database There are 11 Header formats defined These must be ordered as below
19. Overall Format Main Structure The structure of the file is split into three main portions The header information the data structures themselves and then the Data These portions are described below Header Details CVL FILE rer TITLE Reading Data AUTHOR PJB D ATECREATED 21 01 2003 ERSION 2 03 005 INTARGETVER 2 03 INCLUDE LOG FALSE NO PROPERTIES 1 NO TENANTS 1 INSTALLATION ID ID 0000001 NOTES Note details END HEADER Most of the header information is self evident The LEVEL field can either be 1 for Portfolio Level containing multiple properties or 2 for Property Level The INCLUDE_LOG field indicates whether or valuation logs are stored in the CVL file The INSTALLATION ID is the unique identifier of the Portfolio for a Portfolio Level CVL or the Property for a Property Level CVL Header Record Structure This section is used to describe what fields are contained in each of the different types of data records in the Data section Each of the field names corresponds with a field in the actual back end database For a list of the actual fields please see the enclosed data dictionary In general each type of data record has its own format definition RHIST STAMPDUTY RGROWTH INDEXATION and INFLATION data records have no header format definition their formats are fixed The C
20. Paradox system It is vital that this information is entered before starting the batch import of data files ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 10 Chapter 3 Database conversion and maintenance For further information on system configuration see System Defaults on page 37 and System Security on page 23 e Select the Batch CVL import option from the Application menu in the Command Centre to open this menu click on the round symbol in the top left hand corner of the Command Centre window The batch import process could take a considerable time again this will depend upon the size of the database This process will import each portfolio into the new database Please note that on import the Portfolio Owner will be set to the username of the person carrying out the batch import CVL files contain portfolio property and tenant data but do not include portfolio security settings which will need to be manually re entered Converting from MS SQL to Paradox By following similar steps to those set out above but in reverse it is also possible to convert back to a Paradox database from MS SQL e Complete a batch export of all files from the MS SQL database by selecting Batch CVL Export from the Application menu in the Command Centre to open this menu click on the round symbol in the top left hand corner of the Command Centre window e Then change the INVWIN INT settings to specify a Paradox dat
21. RGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats 47 PROPERTY 1710 STT MA m Small House VOW High Street mee wT LUS ne ma 10 287500 277075 WP DIS tgm 6 9565 or 04 02 1998 AA WOM mam 21 07 1998 100 MEMO Some Notes ENDMEMO 04 02 1998 113705 wm 0 5 False nO gm LEE 10424 9486 0 0 17 5 0 04 02 1998 vor 04 02 1998 mn True 280000 False wim TENS 199 The following figure illustrates the relationship between the sections Each section is discussed below Configuration Rules Indexation Stamp duty Portfolio Rules Indexation Log Property Class Rules Indexation Valset Costs Inflation DCF RGrowth Log Tenure Lease Costs Inflation RHist Tenants Lease Areas Costs Inflation Valset Rgrowth RHists Tenure ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 48 Chapter 9 Import Export File Formats Configuration section Notes This section contains information about the configuration of the environment from which the CVL file was produced The section contains no fields only RULES or STAMPDUTY sections The section is explicitly ended by END_CONFIG The Configuration section is an optional component of a CVL file and is only valid for version 2 00 000 or later The default Valuation Rules and Stamp Duty settings are contained here
22. Review Record Tenant review records for a given tenant are written in ascending order of start date Record Type Value is R for tenant review records Property Reference The reference for the property as defined above Tenant Reference The reference for the tenant as defined above ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats 55 Start Date The start date of the review Review Type The type of rent review Value RR Review to ERV Other values are interpreted as Fixed Review Amount Amount of rent review Area Record Record Type Value is A for area records Property Reference The reference for the property as defined above Tenant Reference The reference for the tenant as defined above Description Max 20 chars Area The size of the area in square feet Break Record The break record fields are listed below A maximum of 5 break records are imported per tenant Record Type Value is B for break records Property Reference The reference for the property as defined above Tenant Reference The reference for the tenant as defined above Date The date of the break Type The type of break Value L landlord T tenant M mutual Active Value Y break active N not active A maximum of 1 break per tenant can be active Option Record Special option records can be include
23. S Software web address 61 Assumptions 37 Audit Trail 33 40 Backup Folder 31 Batch import export CVL files 9 10 34 BDEInstaller Folder 31 Borland Database Engine 17 C Check amp Fix 11 Checklist Audit Trail 60 Defaults at System Level 60 Installation 60 System Security 60 Templates 60 Configuration section INVWIN INI 34 Contact details 61 Corrupt Database Tables 18 CSV Import 56 Map file 57 Variable names 57 Currency Settings 34 Custom Fields 35 Caption 35 Default Value 35 Display Type 35 CHECKBOX 35 DROPDOWN 35 EDIT 35 NOTE 35 Drop Down Choice 35 Field Name 35 Options 35 Property 35 PROPINTUDEF 35 PROPUDEF 35 Tenant 36 USERDEF INI 35 CVL File Import Export 43 D Data Folder 31 DATA section INVWIN INI 32 Database 5 Check 8 fix system tables 11 Check amp fix the database 11 Configuration settings 32 Convert from MS SQL to Paradox 10 Convert from Paradox to MS SQL 9 Converting between database types 9 Corrupt database tables 18 Database maintenance 10 INDEX Database type Paradox or MS SQL 5 DBPARAMETERS 32 MS SQL 5 6 Paradox 5 Upgrade MS SQL 7 Upgrade Paradox 11 DataDir 32 DBPARAMETERS section INVWIN INI 32 Default Currency 34 Default Settings 37 Dictionary File 33 G General System Setup 17 Groups 25 Description 26 Group Name 26 Setup 25 Supervisory Rights 26 Import Export Batch import export CVL files 9 10 CSV Import 56 Import Export File CVL 43 Import Export Fi
24. Set up the users private directory e Set up groups if required Defaults at System Level e Set the system default assumptions for valuation and rounding in the Assumptions form e Set up any other system defaults required such as Stamp Duty Currencies and Conversion scenarios Templates e Define Property Template s e Define Tenant Template s Audit Trail e Set Audit Trail parameters if required ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 11 Contact details 61 CHAPTER 11 Contact details Find us on the Web http www argussoftware com or http www arguszone com UK contact details ARGUS Software UK Tel 44 0 20 8906 4059 or 0845 6440 400 London UNITED KINGDOM Fax 44 0 020 8959 6079 Support Tel 44 0 20 8238 8345 Support email support Oargussoftware com Info email infoEU argussoftware com US contact details ARGUS Software Tel 1 713 621 4343 Houston TX Fax 1 713 621 2787 USA Support Tel 1 888 472 1005 Support email support Oargussoftware com Info email info Oargussoftware com ARGUS Software Tel 1 469 791 1000 Plano TX Fax 1 469 791 1810 USA Support Tel 1 888 472 1005 Support email support Oargussoftware com Info email info Oargussoftware com ARGUS Software Tel 1 856 439 2201 Mount Laurel NJ Fax 1 856 439 5019 USA Support Tel 1 888 472 1005 Support email support Oargussoftware com Info email info Oargussoft
25. VWIN INT file are outlined below DATA section DATADIR The location of the Data folder NETFILEDIR Paradox network configuration file DATABASE TYPE The type of database to which Valuation Capitalisation connects 1 e PARADOX or MSSQL The default is Paradox For further information see Databases on page 5 LOGINPROMPT This is either 0 or 1 and indicates that the user should be asked to enter database login information when Valuation Capitalisation is run applies to and MS SOL databases USERDEE The name of a INI file containing the definition of user defined custom forms see Custom Fields on page 35 For example DATA DATADIR DATA NETFILEDIR DATA DATABASETYPE PARADOX LOGINPROMPT 0 USERDEF C GENERAL INI USERDEF INI DBPARAMETERS section This section contains a list of parameters passed to the database server when the database is opened applies to and MS SQL databases only For further information on database settings please also see Databases on page 5 SERVER NAME The name of the server DATABASE NAME T The name of the database MS SQL USER NAME The name used to log onto the server This setting is required if LOGINPROMPT 1 PASSWORD Used to log onto the server ARGUS Valuation Capitalisation version 2 50 Administrator s Guide
26. abase see INVWIN INI Settings on page 31 e Before carrying out a batch import of CVL files into the Paradox database please run Valuation Capitalisation and ensure that all system configuration information usernames and passwords and system default assumptions has been set up in the new Paradox database This information should be copied by hand from the original MS SQL system It is vital that this information is entered before starting the batch import of data files e When system defaults and users have been set up use the Batch CVL import option from the Application menu in the Command Centre to open this menu click on the round symbol in the top left hand corner of the Command Centre window This will import the CVL files into the Paradox database Please note that on import of the CVL files the Portfolio Owner will be set to the username of the person carrying out the batch import CVL files contain portfolio property and tenant data but do not include portfolio security settings which will need to be manually re entered Database Maintenance This section describes the facilities to upgrade and fix a Paradox database found in the Rebuild exe file located in the installation folder Ensure that all users are logged out of Valuation Capitalisation before using Rebuild exe Please note that these functions only work with Paradox databases and will not run on non Paradox databases ARGUS Valuation Capitalisation vers
27. age 67 too many network users There are several possible reasons for this occurring The number of users trying to access the system exceeds the number of concurrent user licences held e The hidden folder INVWIN 144 that contains licensing information cannot be accessed by a user e The network administrator must ensure that all users have full read write create delete modify rights to this folder The INVWIN 144 folder is located within the installation folder The network is having difficulty in deleting lock files in the hidden folder INVWIN 144 These lock files take the form INVWIN 001 INVWIN 002 etc The system administrator should delete these lock files from the INVWIN 144 folder If the files cannot be deleted then either there is a user in the system or Windows NT has a lock on the file Other issues Application start up errors Application start up error Vendor initialization failed Cannot load an IDAPI service library This is usually due to ARGUS Valuation Capitalisation failing to load the SQL Server client connectivity software Please ensure that the SQL Server client connectivity software is installed Please see the following link for further information http support microsoft com kb 303747 2108 Application start up error This error message means that the program cannot locate the file IDAP132 DLL because the BDE Borland Database Engine has not installed correctly Please re run the clie
28. blems If your network is slow or unreliable it is suggested that you consider improving the performance of the network A fast network will enable you to copy the INVWIN EXE from the Valuation Capitalisation installation folder on the server across to the desktop on a client machine in approximately 7 seconds It is good practice to ensure all users close Valuation Capitalisation properly by clicking on the Application button in the top left hand corner of the Command Centre window and clicking on the Exit button Initialisation failure On start up the system reports an error occurred while trying to initialise the Borland Database Engine This fault occurs if the program has been installed on a server but a network client install has not been run on the client machine Simply use the CD to run the network client install on the client machine as described in the Valuation Capitalisation Installation Guide to resolve this problem Table initialisation error On start up the system reports a table initialisation error This generally indicates minor corruption to database tables ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 18 Chapter 5 Troubleshooting For a Paradox database first ensure all users are logged out of the program and take a backup of the Data folder Then run the Rebuild exe in the Valuation Capitalisation installation folder and select the Check and Fix option
29. ccess and supervisor status to everyone This may be useful for a general purpose portfolio so that all users can add delete and perform all editing tasks to all properties ARGUS Valuation Capitalisation version 2 50 Administrators Guide Chapter 6 Security 27 Restricted Access Settings To restrict access for users and or groups untick the Unrestricted access for ALL option Security rights can then be defined by highlighting individual users or groups on the left hand side of the screen and selecting the required access settings on the right hand side by ticking the appropriate boxes Access options are e Can Modify User Group rights e Can View Portfolio see below e Can Edit Portfolio e Can Add Properties Tenures to this Portfolio Can Add Tenants to this Portfolio e Can Delete Properties Tenures from this Portfolio e Can Delete Tenants from this Portfolio e Can View Log Valuation for this Portfolio Portfolio Security Sample Portfolio i File Help i 43 4 Unrestricted access for ALL TT E PROLPS Portfolio Permissions for group Valuation Everyone Investment New Group Supervisor USERS A Can Modify User Group rights Can Edit Portfolio Can Add Properties Tenures to this Portfolio Can Add Tenants to this Portfolio Can Delete Properties tenures from this Portfolio Can Delete Tenants from this Portfolio Can View Log Valuation for this Portfolio Portfo
30. creating or upgrading SQL databases Invwin exe Valuation Capitalisation Executable file Invwin ini Valuation Capitalisation Configuration file Read Me txt Contains information about the system Release Notes v250 pdf the release notes in PDF file format Rebuild exe Maintenance Utility Executable file Rebuild ini Rebuild Configuration File Tutil32 dll Utility program for rebuild program Licence exe Executable license program Licence rtf and License_en rtf licence agreements in RTF format SLA NonUS pdf licence agreement in PDF file format Language ini Language Configuration file INVWIN INI Settings File directories are referenced through the Valuation Capitalisation Configuration File INVWIN INT This file can be found in the Valuation Capitalisation installation folder It contains the pointers to the location of essential files using the following settings ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 32 Chapter 7 Miscellaneous e DataDir lt directory gt The system looks here for data files If the data directory is on a personal drive this can be mapped here e NetFileDir lt directory gt Creates Paradox Network Configuration File TemplateDir lt directory gt The system looks here for templates This can be local or you can specify a path e ReportDir lt directory gt The system looks here for report templates The key settings within the IN
31. curity is processed when you log in to Valuation Capitalisation In the Command Centre click on the Application button then click on the System Options button to open the System Options dialog Click on the Templates amp Security tab System Options Defaults Lists Audit amp Snapshot Templates Default Property Template Standard UK Property y Security System Security pe Security Users In the Security section click on the drop down list You have the following options available e System Security This option allows you to use the security and login settings that you have set within Valuation Capitalisation See the User Setup window as mentioned earlier in this section e Active Directory Authentication This option allows you to use the security and login settings that have been set up with Active Directory on your network This will permit you to use the same login password and User ID that you are using with your network login e Active Directory Authentication with Auto Login This option allows you to use the Active Directory Authentication method as mentioned above but with an automatic login With this option set up you will not need to log in each time you launch Valuation Capitalisation the program will do it for you Note If you specify the use of Active Directory the setting you choose will be applied to all users on your system it is a system wide change Active Directory Authenticat
32. current version You will only be able to select this option if the current installed data version is different from the program version You will need to use this option after a major version upgrade for example from v 2 03 to v 2 04 Check amp Fix System Tables This option allows specific data tables to be checked for structural errors ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 12 Chapter 3 Database conversion and maintenance When this option is selected a list of tables is displayed in the Source List box on the left hand side of the screen Please select the tables that you would like to ch Source List Destination List AMCOST DB ARCLASS DB gt AREAS DB AUDITTRAIL DB gt COSTCAT DB COUNREG DB COUNTOWN DB COUNTY DB k COYENANT DB CPICATEGORIES DB CURRENCYCODE DE CURRSCEN DB CURRSCENRATE DB Y CLASSES DB gt X Conca Select the tables to be checked by moving them to the right hand Destination List box using the central arrow buttons Individual tables can be selected by highlighting the required data tables and clicking on the single arrow button to move it into the Destination List All tables can be selected simultaneously using the double arrow button When all the tables to be checked have been selected click OK to commence the check and fix process If any inconsistencies are found the system will normally prompt to fix them Click Fix Errors and th
33. d in the file These records do not directly modify data Record Type Value is X for option records Option Name The name of the option to be applied listed below Available options are ProtectedFields The following fields are protected from update when a property record is being updated Street Number Sector and Region The tenure is also not updated The following fields are protected from update when a tenant record is being updated Covenant and Rental Value OutstandingRR If the date of an imported tenant review record is before the valuation date the tenant s ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 56 CSV Chapter 9 Import Export File Formats Outstanding Rent Review flag will be set and the assumed rent will be read from the review s Amount field Property Ground Lease and Tenant records are either created or edited on import The Reference fields of these records are used to check if the record already exists in the portfolio If the record already exists the record is edited 1 e the data from the import is stored in the appropriate fields and other fields are unchanged If the record does not already exist then the record is created using the portfolio s template property The data from the import record is then inserted in the appropriate fields Note the following points e When a property is edited on import existing tenants of that property omitted from
34. d initial contents of the records are copied from templates held in a special protected portfolio the TEMPLATE PORTFOLIO The Template portfolio must contain at least one property and one tenant record Warning The template portfolio should not be used to value properties Templates are used to customise the default settings and content of new properties and tenants This can reduce the number of inputs required when creating new records and minimise keyboard entries The Template Portfolio is normally hidden from view but can be viewed by Supervisors by selecting the Enable Template Portfolio option This is accessed by clicking the Application button in the Command Centre and selecting User Options It is recommended that the Enable Template Portfolio option remains unticked and therefore the portfolio is hidden except when templates are being edited in order to protect template settings User options for A General Interface Options Tag Colour Property Only mode Reset Preferences M Er I Ask for revaluatiin on selecting DCF Language Dictionary Native x NM Use local date Format ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 8 System Defaults 39 Any number of template properties and tenants can be created and each set up with alternative data inputs For example several property templates can be created for different countries each using typical default assumptions for that co
35. e 24 Chapter 6 Security System Options Defaults Lists Templates amp Security Audit amp Snapshot Templates Default Property Template Standard UK Property s Security System Security LA Security Users Click on the Security Users button Security rights can be set at two levels Users and Groups Users The User Setup window displays a list of all users currently defined in the system on the left of the screen car User Setup i File Edit Help icp Security Groups D System Users User Information NAME User Name ID Password User created at Last access at IT Supervisor I valuation Notes sq D Reset pret to default eset preference to defaults V Supervisor Eai N Currently logged in as user A User setup screen Add and delete users by clicking onto the Add new user and Delete current user buttons on the button bar or by using the commands in the Edit menu Details of each user s setup is displayed on the right hand side of the screen including the groups to which the user belongs and user information fields The user information fields are as follows User Name The name the user enters at the login screen ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 6 Security 25 Password A text string encrypted by the program as asterisks Note If it is lost or forgotten you cannot retrieve a password the Syst
36. e if you have MS SQL Server 2000 on the server but the MS SQL Server 7 Client on the client PC To check this please look at the version of NTWDBLib d11 in the C Windows System32 folder This is the main DLL the application uses to talk to MS SQL Right click on this file and select Properties to check the version For MS SQL Server 7 clients the version number will start with 1996 for MS SQL 2000 it starts with 2000 If you have MS SQL Server 2000 on the server and the client PC version of NTWDBLib d11 is MS SQL Server 7 then you will need to upgrade this Paradox database corruption For Paradox database issues with data corruption you should check the following quick and complex solutions Quick solutions 1 Ensure all users close ARGUS Valuation Capitalisation properly by selecting the Exit option in the Application button menu click on the round symbol in the top left hand corner of the Command Centre window 2 The ARGUS Valuation Capitalisation shortcuts from each of the client computers must use mapped drives rather than UNC paths 3 The ARGUS Valuation Capitalisation directory should not be buried too deep The path should comprise no more than three levels and Invwin exe 4 Try to stop client computers crashing 5 The network mapping to Invwin exe must be identical for each client machine 6 The Paradox database should not be hosted on an NT4 server unless the server has the optimistic locking switc
37. e program will confirm when the errors have been corrected LT lola Some Inconsistencies were found with your data Normally these can be fixed without restoring a backups PROPIHT 1 Empty block 3 reports records A Fix Errors Cancel Problems advanced Version 2 03 000 7 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 3 Database conversion and maintenance 13 lai x Some Inconsistencies were found with your data Normally these can be fixed without restoring a backups PROPINT 1 Empty block 3 reports records CON x System data has been rebuilt successfully Fix Errors Cancel Rebuilding Table PROPINT Version 2 03 000 Z If the program cannot fix any errors automatically it will report a major error You should call ARGUS Support in this instance Rebuild This option will rebuild the table and indexes completely even if no error has been reported This may be useful for tables that contain slight corruptions not detected by the Check and Fix option for example the Corrupt Blob message Command Runs specific database update command Create This option will blank out all data in the system and reset it to the default blank dataset Warning This option removes all data in the system and should only be run under exceptional circumstances ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 14 Chapte
38. ease note that the CSV Import will import one floor area line into Valuation Capitalisation per tenant Multiple area lines ca nnot currently be imported using this procedure Floor area data is imported with the area measure setting Imperial or Metric in the property template For a full list of variable names that can be imported into Valuation Capitalisation or for further information please contact the Support Team ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 58 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats Chapter 10 Appendices CHAPTER 10 Appendices 59 Appendix 1 Example Updateable Import File STREET BOR 143 000 143 000 143 000 143 000 143 000 143 001 Prime 230 143 001 143 001 143 001 143 001 143 001 143 001 143 001 143 002 M MOL 11 TL980 H 000 2089 E 000 E 000 E 000 E 000 T 0001 LTD R 0001 A 0001 A 0001 A 0001 A 000 A 0001 A 0001 T 0001 R 0001 R 0001 A 0001 A 0001 A 0001 A 0001 A 0001 A 0001 A 0001 143 002 143 002 143 002 143 002 143 002 143 002 143 002 143 002 143 002 149 HE P General 000143 SHENLY CENTRE 145 199 HIGH EHAMWOOD HERTS RTSMERE
39. ed reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under the law System Info ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 4 Chapter 1 Introduction ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 2 Administration 5 CHAPTER 2 Administration Databases The system is supplied with a default database under a free run time licence for Borland Paradox Most clients will use this local Paradox database The Paradox database is most suitable for use on stand alone PCs laptops and small networks Larger client companies with multiple users may wish to use MS SQL databases using the following versions MS SQL 2000 e MS SQL 2005 e MS SQL 2005 Express Paradox or MS SQL Server Databases The advantages and disadvantages of the different databases are summarised below Paradox Advantages e The Paradox database is automatically created as part of the program installation It is available for immediate use and there is no need to change background database settings e Installations with 6 to 10 simultaneous users are generally faster depending on network speeds The IT department do not need specialist database maintenance skills e The database is entirely file based This makes it easy to copy e Database upgrades on major version changes from 2 0
40. ell as other areas requiring expert knowledge Much of the content addresses technical issues and is not intended to be read by standard users of the program for whom separate documentation is provided such as the User Manual and Step by Step Guide It is important that many of the subject areas are understood by the System Supervisor however so that issues can be quickly understood and resolved either locally or by ARGUS Software Support Team Valuation Capitalisation is a multiple level system designed to cope with the widest variety of needs and requirements Apart from the detailed information in this guide ARGUS Software offers expert training sessions for users and administrators If you are experiencing problems with anything described in this guide or require information or assistance please see Contact details on page 61 Note Please use this guide in conjunction with the information and instructions in the Valuation Capitalisation Installation Guide About this manual This manual includes the basic information necessary to understand the calculations behind Valuation Capitalisation The format of this manual has been designed so that you can print out a copy on your own printer Conventions This manual uses the following conventions Convention Use Bold Where you see bold text this highlights items you can select in the Valuation Capitalisation interface including buttons and menus Code The use of this f
41. em Administrator will have to delete the password and create a new one User created at The date when the user account was created Last access at The date when the user account was last accessed Member of Groups A list of groups The ones to which the user belongs are ticked Notes Any text required may be entered in this field Active Records can be set to inactive to preserve user settings but exclude any access to the system Supervisor When ticked the named user has supervisor status The System Administrator must always ensure his or her status as supervisor is switched ON Reset preference to defaults This replaces the user s settings for screen positions and personalised options with the default system configuration The effect will be seen on next login However this will only apply if the user is not logged into the system at the time A user s preferences are stored locally whilst the user is logged into the system when the user logs out these settings are saved back into the database Groups The Group setup window allows you to add unlimited groups to represent multiple users To open Group setup click on the Security Groups button in the User Setup window This opens the Security Groups window cae Security Groups File Help it Groups Group Info Everyone Group Name Valuation Investment New Group Supervisor Supervisory rights Description Valuation Security Groups window AR
42. er of start date Record Type Value is E for ground lease review records ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 54 Chapter 9 Import Export File Formats Property Reference The reference for the property as defined above Ground Lease Reference The reference for the ground lease as defined above Start Date The start date of the review Review Type The type of rent review Value RR Review to ERV Other values are interpreted as Fixed Review Amount Amount of rent review Tenant Record Record Type Value is T for tenant records Property Reference The reference for the property as defined above Tenant Reference A unique reference for the tenant File Ref No field of tenant form If a tenant with this reference already exists in the property that tenant is edited otherwise a new tenant is created Max 20 chars Tenant Description Max 60 chars Tenant Name Max 60 chars Covenant Covenant 1 on Tenant form Max 20 chars Current Rent Review Interval The period of the tenant s rent review cycle in years Vacant Indicator Set this field to VACANT for a vacant tenant otherwise place here Tenant fields marked by and the lease history are not updated when the imported tenant is vacant and the tenant already has a record in the database Lease Start Date Lease End Date Rental Value The tenant s ERV Tenant
43. ers will be required on a more regular basis The level of complexity in maintaining a system will vary considerably between a single PC and a wide area network and differing degrees of expertise will be required depending on the nature of the data platform operating system user distribution and nature and type of work undertaken by the organisation Matters relating to support for the system should be addressed to ARGUS Software Support Team in the first instance Contact details are provided on the front cover of this manual Licensing the Program Valuation Capitalisation is supplied as a download or on a CD with software and supporting documentation but cannot run without a specific licence code to activate the licence The Support Team maintains a database logging system for all software activations Valuation Capitalisation including Investor version 2 04 003 and above uses web licensing enabling clients to activate licences via the Internet If you do not have an Internet connection the licence can be activated by telephone Licence issues arise when the licence is e First activated e Upgraded from an evaluation copy to a full copy e Additional program modules are purchased The number of concurrent users allowed to access the system is changed e Licences are irrevocably lost Documentation for any changes to your licence s must be sent to ARGUS Software Administration Team before requests to change or restore licence
44. ges amp disadvantages 5 Configuration settings 6 Convert from a Paradox database v 2 03 9 Convert to a Paradox database 10 Database upgrade 7 DBPARAMETERS 6 MSCreate250 sql 6 9 MSUpdate204to250 sql 7 N NetFileDir 32 O ORAUpdate204to250 sql 7 P Paradox 5 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 64 Advantages amp disadvantages 5 Convert from MS SQL database 10 Convert to MS SQL database 9 PISCES Import Export 43 Portfolio Owner 26 27 28 Portfolio Security 26 Access options 27 Can Modify User Group rights 28 Can View Portfolio 27 Portfolio owner 26 27 28 Restricted Access Settings 27 Unrestricted Access for All 26 27 PROPINTUDEF 35 PROPUDEF 35 Quarter Days 33 Readme txt 31 Rebdata Folder 31 Rebuild 10 Advanced Options 11 Check amp fix system tables 11 Check amp fix the database 11 Command 13 Create 13 Rebuild option 13 Rebuild exe 31 Rebuild ini 31 Upgrade data 11 Report Folder 31 ReportDir 32 33 Security 23 Portfolio security 26 System security 23 Special Updateable Import INVWIN INI setting 34 Structure amp Content of Valuation Capitalisation Folders 31 Backup Folder 31 BDElnstaller Folder 31 Data Folder 31 INVWIN EXE 31 INVWIN INI 31 Licence exe 31 Readme txt 31 Rebdata Folder 31 Rebuild exe 31 Rebuild ini 31 Report Folder 31 Templates Folder 31 Tutil32 dll 31 Supervisor 1 2 23 25 26 27 28 37 Supervisor Status 2 Support Agreement 2 Sup
45. grade process The MS SQL upgrade script is called MSUpdate204to250 sql For further information on database upgrades see the Valuation Capitalisation Installation Guide ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 3 Database conversion and maintenance 9 CHAPTER 3 Database conversion and maintenance Converting between Database Types Before deciding to change from a Paradox to an MS SQL Server database please also refer to Databases on page 5 Please note that depending on database size this process can take a considerable time to complete Converting from Paradox to MS SQL To convert between database types please follow the steps in the example below which sets out how to convert from Investor v 2 04 Paradox to Valuation Capitalisation v 2 50 MS SQL If you have any queries about this process please contact the Support Team e Upgrade the existing v 2 04 Paradox program installation to v 2 50 Paradox by following the steps in the Valuation Capitalisation Installation Guide e Run Rebuild exe and select the Check amp Fix the Database button to upgrade the Paradox database to Valuation Capitalisation 2 50 format e Edit the INVWIN INI file by adding the following lines CONFIG BatchCVL 1 e Run Valuation Capitalisation by double clicking on INVWIN EXE and select Batch CVL Export from the Application menu in the Command Centre to open this menu click on the round
46. h set to off Complex solutions 1 The Local Share setting on each client computer Borland Database Engine BDE should be set to TRUE Open the Windows Start menu in each client and run the BDE Administrator from the Windows Control Panel Select the Configuration tab then open System and INIT in the list in the left hand panel Ensure the Local Share setting is set to TRUE This must apply to all client ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 5 Troubleshooting 21 machines with access to ARGUS Valuation Capitalisation BDE Administrator C Program Files Common Files Borland Shared BDE DER Object Edit View Options Help eK oa Drivers and System Definition of INIT Databases Configuration Definition P QA Configuration AUTO ODBC FALSE Drivers DATA REPOSITORY gt a System DEFAULT DRIVER PARADOX a INIT LANGDRIVER ascii ANSI El Formats LOCAL SHARE LOW MEMORY USAGE LIMIT MAXBUFSIZE Specifies whether or not to lock files that may be shared with local non BDE applications 2 Are any applications other than ARGUS Valuation Capitalisation likely to read or scan the Paradox databases Virus software for example may be set to scan the database This can slow ARGUS Valuation Capitalisation performance and leave the database open to corruption Try setting the virus software to ignore the database folder 3 Are you using the most recent Borland Database Engine
47. inistrator s Guide 66
48. ion If you wish to use this authentication method select this option from the drop down If you are currently using the System Security settings you may see the following sequence of screens ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 6 Security 29 You will be asked to specify a username that has been defined on the Active Directory system cap Security Change Options Active Directory Domain REALPULSE v Existing user options Match existing users names with Active Directory GI users delete those not matched or Invalid Delete all users except the current supervisor user 5 Current User Active Directory Username Your current user name of A was not found in Active Directory Please select the active directory user name to set for your current supervisor account y Change Security method Cancel Here you can select the appropriate domain from the Active Directory Domain drop down In the Current User Active Directory Username drop down you can choose a username that you wish to use as your supervisor login Select the appropriate option in the Existing user options section You should note that when you proceed to change the security method the names of all users other than the one specified will be removed only the user you specify here will be the administrator user If you see the following dialog instead of the one shown above it will be because you are currently already
49. ion 2 50 Administrator s Guide Chapter 3 Database conversion and maintenance 11 C Data Utility ARGUS Valuation Capitalisation All users must log out of ValCap before the database is checked Advanced options Exit Copyright c 2008 ARGUS Software Ltd Standard Options Version 2 05 001 Check amp Fix the Database This option will check the data tables for structural errors This can happen for a number of reasons Structural errors may occur if for example the user switches off the machine in the middle of processing or if there are network errors The program will check the database for inconsistencies and correct any errors identified where possible If the program cannot do so automatically it will report a major error and you should call the Support Team Advanced Options C Data Utility Please select maintenance option from listed below Data Directory C Program Files ARGUS Software ARGUS Valuation CapitalisatiomDATA 2 050 Source Directory C Program Files ARGUS Software amp RGUS Valuation Capitalisation REBDATA 2 50 Upgrade data to current version Check and fix system tables Rebuild Rebuild table and Index Command Run specific database update command Create Create new blank dataset for system Back Go back to standard check Corrects zero dates in tables Upgrade Fix Upgrade Acq Fees flag after 203 to 204 upgrade Exit Advanced Options Version 2 05 001 Upgrade data to
50. land Database Desktop Create a USERDEF INI file containing the configuration of the custom Property Tenant forms see below Add the following line to the DATA section of the INVWIN INI configuration file USERDEF USERDEF INI The USERDEF INI file has a PROPERTY section for the Property custom fields and a TENANT section for the Tenant custom fields Both sections have the same structure The fields of each section are defined by numbered entries each entry beginning with FIELD i e FIELD1 FIELD2 etc The order in which fields appear on the form is defined by the field number 1 e FIELD2 is placed above FIELDS in the form Each field entry is a string containing a comma separated list of definition items These are Display Type EDIT DROPDOWN CHECKBOX NOTE Field Name i e name of field in database table Caption descriptive title Default Value value placed in the field when a new record is created Options currently only BOLD Drop Down Choice 1 optional Drop Down Choice 2 optional Drop Down Choice 3 optional For example PROPERTY FIELD1 EDIT BUILDING TYPE Building Type Brick BOLD FIELD2 DROPDOWN COLOUR Choose your colour Red Green Blue FIELD3 CHECKBOX MULTISTOREY Multi Storey FIELD4 NOTE PROP_CONDITION Current Condition of Property TENANT
51. le Formats 43 PISCES Import Export 43 Updateable Import 52 Import Export File Format CVL Area section 51 AREA_HEADER 45 Class section 49 CLASS_HEADER 45 Configuration section 48 Costs section 50 COSTS_HEADER 45 Data Structure 46 DCF_HEADER 45 Fixed Record Structure 45 Header Record Structure 44 INDEXATION format 46 Indexation section 49 INFLATION format 46 Inflation section 50 Lease section 50 LEASE_HEADER 45 Log section 51 LOG_HEADER 45 Main Structure 44 Portfolio section 48 PORTFOLIO_HEADER 45 Property section 48 PROPERTY_HEADER 45 PROPINT_HEADER 45 RGROWTH format 46 RGrowth section 52 RHIST format 45 Rhist section 51 Rules section 49 STAMPDUTY format 46 Tenant section 51 Tenure section 50 VALRULES_HEADER 45 Valset section 49 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide INDEX VALSET_HEADER 45 Initialisation failure 17 INVWIN 144 15 19 INVWIN EXE 9 31 INVWIN INI 6 9 31 AUDITTRAIL section 33 CONFIG section 34 DATA section 32 DataDir 32 DBPARAMETERS section 32 INVWIN INI Settings 31 LANGUAGE section 33 NetFileDir 32 QUARTERDAYS section 33 REPORT section 33 ReportDir 32 TemplateDir 32 Japanese Tsubos INVWIN INI setting 34 L Language Settings 33 Dictionary file 33 Language file 33 Language INl file 31 33 Licence exe 31 Licensing 15 INVWIN 144 15 Licence exe 31 Licensing the program 2 Lost licence 2 Lock Violation 18 MSCREATE250 9 MS SQL 5 6 Advanta
52. lio security with restricted access rights By default full rights are granted to the Portfolio Owner so that when the Portfolio Owner s user name is selected in the list on the left all options on the right of the screen will be ticked Can View Portfolio The Can View Portfolio option enables private or confidential portfolios to be held in the system for specific users only If the Can View Portfolio security option is unticked in user group security settings then that portfolio will not be visible to the user group in the list of portfolios in the Command Centre screen Indeed when Unrestricted Access for All is unticked the portfolio entry in the listings in the Command Centre screen will be invisible to everyone except authorised users with View rights The portfolio record behaves normally in all other respects but cannot be seen unless the View option switch is turned ON Supervisors can always see these records ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 28 Chapter 6 Security Can Modify User Group rights This option allows the portfolio security settings to be modified for both users and groups The supervisor and portfolio owner both have these rights Only users with these rights will be able to change the portfolio s security settings Login options In the Security page of the System Options dialog you have a choice of login options that will determine how your se
53. logged in with a username that exactly matches a username on Active Directory ce Security Change Options Active Directory Domain REALPULSE v Existing user options Match existing users names with Active Directory e users delete those not matched or Invalid Delete all users except the current supervisor user Cc Change Security method Cancel As described with the previous dialog you should select the appropriate option in the Existing user options section Click on the Change Security Method button to change to Active Directory from the System Security settings You will be prompted to confirm this action Confirm 2 Warning About to change from System to Active Directory security Yes to proceed Click on Yes to proceed The login will be set to the use of Active Directory Authentication ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 30 Chapter 6 Security Active Directory Authentication with Auto Login If you wish to use this authentication method select this option from the drop down The sequence of screens will be as described in the Active Directory Authentication section above Changing back to System Security from Active Directory If you wish to change back to using System Security from Active Directory authentication just select System Security from the drop down list on the Security page The following dialog will be displayed cae Security Change Option
54. nant names must all be in one column for example e There should be one row in the CSV file per tenant The first columns can be property data the system will recognise when it has moved on to a different column e All dates must be held in the format dd mn yyyy e Numerics should be of the format HHHH HH e For percentages 100 means 100 It is often easiest to compile the file using Excel and then use the Save As option to save it in CSV format ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 9 Import Export File Formats 57 A map file is also needed which maps specific columns in the CSV file to particular fields e The map file defines what each of the columns in the CSV file represents and can be used time after time e Itis often easiest to compile the map file as a text txt file which can later be renamed as a map file map e The first column in the CSV file should be defined in the first line of the map file and so on e The CSV columns are defined as the variable names in the program A simple map file might be SORT CODE PROP UNIT ADDRESS TENANT NAME TENA LEASE_START_DATE ENANT LEASE_END_DATE TE NANT 1 2 3 4 AREA TENA 5 6 3 NEXT_REVIEW TENAN 8 CURRENT_RENT TENAN 9 RENTAL_VALUE TENAN Pl
55. no Rhists are specified then the lease will automatically generate a default fixed lease Furthermore if insufficient records are specified to fully generate the lease a default review pattern 1s used for the remaining portion of the lease Contains None Required All fields are required Tenant section Notes The Tenant section is almost exactly the same as the Tenure section However unlike the Tenure section no Tenant or Tenure sections can be contained within the Tenant section Area section Notes Contained within the Tenant section Holds detail of a particular slice of area ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 52 Chapter 9 Import Export File Formats Contains Nothing Required PROP_ID TENT_ID need to link to relevant sections RGrowth section Notes Used to store details about rental growths The format of the RGrowth record is fixed Contains Nothing Required All fields up to and including Rate1 Updateable Import The Updateable Import provides a means of creating and updating Valuation Capitalisation property and tenant records using a text file The Updateable Import option is accessed through the Import menu in the Command Centre To enable the Updateable Import a setting must be added to the INVWIN INI configuration section For further details see INVWIN INI Settings on page 31 Note The Updateable Import updates one Valuation Capitalisation portfoli
56. nt installation on the workstation with the user logged on as an administrator of the workstation Please check if the user can open the BDE Administrator program in the Control Panel to see if this works Citrix What to note when running a Citrix Installation Citrix is a distributed application program that allows clients to run company software from a single location The program runs on top of a Windows 2000 or Windows 2003 server with its own set of users and user profiles Because of the complexity of Citrix XP software and the variety and permutations of network types ARGUS Software is unable to provide support for Citrix or networks Support concerning the use of working programmes for valuations and appraisals is unaffected by the configuration type For further information please contact ARGUS Software Support Please also refer to the Citrix section in the Valuation Capitalisation Installation Guide ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 20 Chapter 5 Troubleshooting Unhandled exception error Why do I receive the message Unhandled exception error during installation This error message is often caused by insufficient permissions to install software Please check your user rights permissions to ensure that you have full administrator rights Invalid Class Typecast error Invalid Class Typecast This is likely to be due to an incorrect version of the MS SQL client on the client PC For exampl
57. o The portfolio name used in the special import file must exactly match the name of the Valuation Capitalisation portfolio the match is case sensitive If the portfolio name used in the import file matches more than one Valuation Capitalisation portfolio the import will fail For an example file please see Appendix 1 Example Updateable Import File on page 59 RECORD DESCRIPTION Each line of the import text file contains a record The fields of the record are comma delimited A number of different types of record are used The type of each record is indicated by the value of the first field in the record These records and their fields are described below with the fields listed in the order they appear in the record Property Record A Valuation Capitalisation property can be created or updated from imported property record The fields of the record are listed below in bold together with comments e Record Type Value is P for property records e Portfolio Name The name of the Portfolio holding the property Exactly 1 portfolio of this name must exist or the import fails e Property Reference A unique reference for the property File Ref No field of property form If a property with this reference already exists in the portfolio that property is edited otherwise a new property is created Max 20 chars e Name Building estate name Max 30 chars ARGUS Valuation Capitalisation version 2 50 Administrator
58. on record is fixed Contains Nothing Required All fields up to and including Ratel Valset section Notes Stores valuation sets each Property can have a number of valsets and the tenure tenant record may have one private set Contains Nothing Required PORT_ID must link to relevant PORT_ID PROP_ID must link to relevant PROP_ID PROPINT_ID must be 0 for a property valset or for a private valset have the value of INTER ID for the appropriate tenant or tenure ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 50 Chapter 9 Import Export File Formats Costs section Notes Cost detail can be held at either Property Tenure Tenant level Contains Section Number INFLATION 0 or 1 Required PROP ID must link to correct property section INTER ID if a tenant or tenure cost should link to correct property interest Should be 0 for property cost Inflation section Notes Used to store details about cost inflation The format of the Inflation record is fixed Contains Nothing Required All fields up to and including Rate1 Tenure section Notes The Tenure sections are recursive in that they can also contain Tenure sections To specify this the header information is in a slightly different format TENURE Where is the level of the tenure Typically is 0 Contains Section Number LEASE 1 COSTS 0 many TENANTS 0 many TENURES 0 many Required
59. ont highlights program code or information that may need to be typed in or in some cases it is used to indicate a filename l This symbol is used to indicate the separation between items in a menu choice For example use the File Import menu option means click the File menu and then click Import See Command Where you see similar text that is shown in this colour you can click Centre on page 23 on it This is a hypertext link and it will take you to that part of the manual You may also click on the entries shown in the table of contents at the front of the manual ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 2 Chapter 1 Introduction System Supervisor The Administrator is also referred to in the Valuation Capitalisation manuals as the Supervisor This is the person responsible for looking after the system Within Valuation Capitalisation the Administrator Supervisor has supervisor status that allows access to all parts of the system regardless of any other personal security settings Valuation Capitalisation has several important controls at system level that should be set by the System Supervisor at the start following installation These controls include database management security system defaults keeping backups organising file directories network printers reporting issues etc Some of these tasks are carried out only on installation oth
60. port Team 2 15 17 System Administration 5 System Administrator 1 2 23 25 26 27 28 37 65 System Defaults 37 Assumptions 37 Audit trail 40 System security 23 Templates 38 System files 31 System Security 23 Default user name amp password 23 Group setup 25 Portfolio security 26 Security settings 23 System Supervisor 23 User setup 24 System Settings 37 Assumptions 37 Audit trail 40 Security 23 Templates 38 System Supervisor 1 2 23 25 26 27 28 37 Version Numbering 2 T Table initialisation error 17 TemplateDir 32 Templates 38 Enable Template Portfolio 38 Template Folder 31 Template Portfolio 38 Troubleshooting 17 Corrupt Database Tables 18 Corrupt database tables 18 General System Setup 17 Index out of Date 18 Initialisation failure 17 Lock violation 18 Lost licence 2 Table initialisation error 17 Too many network users 67 error 19 Tsubos INVWIN INI setting 34 U Updateable Import 52 Example File 59 Upgrade Converting between database types 9 Upgrade database MS SQL 7 Upgrade database Paradox 11 User defined fields 35 User Preferences 37 38 Enable Template Portfolio 38 USERDEF INI 35 Users 24 Active 25 Last Access Date 25 Member of Groups 25 Notes 25 Password 25 Reset User Preferences to Defaults 25 Supervisor 25 User Created At 25 User Name 24 INDEX ARGUS Valuation Capitalisation version 2 50 Administrator s Guide INDEX ARGUS Valuation Capitalisation version 2 50 Adm
61. port Team before attempting to move the program or commencing any network migration Note Please refer to the Valuation Capitalisation Installation Guide for further details of licensing transferring licences and changing licence options ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 16 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 4 Licensing Chapter 5 Troubleshooting 17 CHAPTER 5 Troubleshooting This chapter provides information on general system setup and how to resolve certain issues should they arise If you have any queries or for advice on any system errors please contact ARGUS Support General System Setup The following points should be noted when initially installing and for subsequent maintenance of Valuation Capitalisation Valuation Capitalisation short cuts from each client computer must use mapped drives rather than UNC paths The network mapping to INVWIN EXE must be identical for each client machine The Valuation Capitalisation directory should not be buried too deep The path should comprise no more than three levels and INVWIN EXE The short cut address to the INVWIN EXE executable should not if possible contain spaces although this is now less likely to cause problems given developments in operating systems Rename installation folders rather than copying and pasting Copy and paste will cause licence pro
62. r 3 Database conversion and maintenance ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 4 Licensing 15 CHAPTER 4 Licensing Licences set out which program modules are active and how many users may access Valuation Capitalisation at any one time Please note that e Licences are effectively the keys used to activate the program e Licences cannot be copied or hacked e They cannot be restored from backup e Licences are delicate and users must follow defined procedures to move or split licences e Corrupted licences cannot be recovered without the assistance of ARGUS Software Support Team The licence program creates a directory within the installation folder called INVWIN 144 This can be viewed in Windows Explorer if the Show Hidden Files and Folders option is selected Each time Valuation Capitalisation is run the system will check for the existence and the validity of the above directory Once installed if you move your root Invwin directory for any reason for example because you are copying it onto another machine or your network is being migrated the system will tell you there has been a licensing error and will not run x Licensing Faire Your system has faled the licensing check contact Technical Support To discuss this problem Message 28 CCONTAOL SYS not found You can telephone the Support Team to resolve any licensing issues We recommend that you contact the Sup
63. rty Growth Rental Growth Growth Rental Growth Growth Rental Growth Hereford Place 8 Goodv Property DCF Record DCF Records 10015 A 10052 4 10084 A 10012 4 20443 A 10059 A 10093 4 10015 4 10093 4 20443 A 10085 4 10085 A 10055 A 20443 A 20464 A 10091 A 10091 4 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 8 System Defaults 41 The audit trail provides the following information Date Time The date and time when the action took place Action A description of the action Security Records security violations if any which may have taken place Description The record to which the action pertains Table The table which was updated Record The database record ID User Name The user responsible for the update User No The number that identifies the user to the database The audit trail can be searched by a number of fields and a report of the results can be printed ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 42 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 8 System Defaults Chapter 9 Import Export File Formats 43 CHAPTER 9 Import Export File Formats Valuation Capitalisation uses the following import export file formats reXML e PISCES e CVL file Valuation Capitalisation import export file format e Updateable Import e CSV Import This section of the manual provides brief details of these
64. s Existing user options Keep all existing users and blank all passwords Remove all existing users except current user and default supervisor with username and password A Select the appropriate option for handling existing users and click on the Change Security method button You will be prompted to confirm this action Confirm 9 Warning About to change from Active Directory to System security Ok to proceed Click on Yes to proceed The login will be restored to the use of the internally managed Valuation Capitalisation System Security method ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 7 Miscellaneous 31 CHAPTER 7 Miscellaneous Structure and Content of Valuation Capitalisation Folders Valuation Capitalisation installs the following files and folders in the Invwin directory Backup folder Backup Directory installed on upgrade Data folder Data Directory Documentation folder contains all the product documentation in PDF files Help folder contains the help system files International folder contains foreign language dictionaries BDElnstaller folder Database Engine this is only installed if you are using a Paradox database Rebdata folder contains a blank set of system data templates for rebuilding data in the system Report folder Report Directory Template folder Template Directory SqlScripts folder contains various scripts for use in
65. s enter the intended new install or existing upgrade database details MS SQL To use MS SQL server version 2000 or later to store the Valuation Capitalisation database please follow these steps Create a new database on your MS SQL server Use the script MSCREATE250 sql to create Valuation Capitalisation tables in the new database This file is located in the installation folder The database server database name and user name are requested as part of the installation process Users will need to enter the database password in the INVWIN INI file located in the installation folder The password is entered in the DBPARAMETERS section of the INVWIN INT file The following settings are required in the INVWIN INT file Please also refer to INVWIN INI Settings on page 31 DATA DATABASETYPE MSSOL DBPARAMETERS SERVER NAME the SOL server name DATABASE NAME the new database name USER NAME user name for logging into SQL server PASSWORD user password Ensure that MS SQL Server client software is installed on client machines before running Valuation Capitalisation with MS SQL server Upgrades Scripts to update MS SQL databases are required when upgrading from one Valuation Capitalisation build to the next for example from v 2 03 to 2 04 or from v 2 04 to 2 50 These scripts are added to the installation folder as part of the up
66. s Guide Chapter 9 Import Export File Formats 53 Street Number Property address Max 60 chars Street Name Property address Max 60 chars Town Property address Max 20 chars County Property address Max 20 chars District Property address Max 30 chars Postcode Property address Max 20 chars Elected for VAT Value Y elected for VAT Tenure Values F Freehold L Leasehold Sector Sector name e g RETAIL Max 30 chars Region Region name e g EAST ANGLIA Max 20 chars Ground Lease Record The ground lease record only applies if the Tenure field of the property record is L leasehold The fields are listed below Record Type Value is H for ground or Head lease records Property Reference The reference for the property as defined above Ground Lease Reference A unique reference for the ground lease If a ground lease record with this reference already exists in the property that ground lease is edited otherwise a new ground lease record is created Max 20 chars Landlord The landlord s name Max 60 chars Current Rent Review Interval The period of the review cycle in years Unused field This field is required but its value is ignored place here Lease Start Date Lease End Date Ground Lease Review Record Ground lease review records for a given ground lease are written in ascending ord
67. s can be undertaken This service is available to clients with current Support Agreements Licence change documentation is generally handled by facsimile and must be authorised and signed by clients For further information on licensing please see Licensing on page 15 Version Numbering Valuation Capitalisation versions have a distinct numbering order For example version 2 50 003 where e the first number 2 represents a major version change such as a platform change e the second part 50 represents a minor release version change or upgrade and e the third part 003 is the sub release version number for minor enhancements fixes and patches A system upgrade can be either a sub release minor or major upgrade ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 1 Introduction To check which version you are currently using run the program and select About from the Help menu About ARGUS Valuation Capitalisation ARGUS Modules valuation Cash Flow ho ARGUS Software Ltd 2 6 Granard Business Centre Mill Hill London 44 0 20 8906 4059 44 0 20 8959 6079 2008 ARGUS Software Ltd ARGUS Valuation Capitalisation o Analysis Finance Wersion 2 50 000 Licence Expires 22 09 2008 support arqussottware com www arqussoftware com Warning This computer program is protected by copyright law and international treaties Unauthoris
68. ter 1 Introduction ARA IA ASA aa a 1 About this manual 1 System Supervisors iii Lai a tp ara MEN dure 2 Licensing the Program 2 Version Numbering 2 Chapter 2 Administration ma AA dm ee ee eee AAA ie a 5 Databases 0e geste elad a maa tale arth a me ele patate Gee oe ees 5 Chapter 3 Database conversion and maintenance 9 Converting between Database Types 9 Database Maintenance 10 Chapter 4 LIGENSING 56e 0 gO Rees A A ne eee sde das we e 15 Chapter 5 Troubleshooting 1 oc oon a id eee Bee ES 17 General System Setup 17 Initialisation failure 17 Table initialisation error 17 Lock ViolatloN 0002 ein Se cd a ee ee ele SRR 18 Corrupt Database Tables 18 Too Many Network Users 19 Other ISSUES4 442502 10 44 eae tee ne ne te eee ete bie es 19 Chapter 6 SO CUI 45 EDAD eb ance som can E DAA DAA 23 System SEGUrity 4 5 a a Pa lie EA ee a ee ee eee 23 Portfolio Security rieni csc ees ia la 26 Login Options ui iia ee eee Pd ete ee eee ee ee 28 Chapter 7 Miscellaneous 4
69. tfolio date Owner Contact No Portfolio owner dwilis Property and tenant template when adding new records Category bd Template default Y IV Apply the System level default Template Currency General Default GBP Pound Sterling v Scenario default Detaut Currency Scenario y Align Equity 9 for properties Align properties to portfolio currency settings Reset property assumptions to default The above currency options are only used when the system is Valuing or Reporting at Portfolio level against properties defined in multiple currencies Yal Date 23 05 2000 Private Assumptions values Gross Value 26 555 671 Net Say Value 26 459 100 ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 40 Audit Trail Chapter 8 System Defaults Valuation Capitalisation contains an audit facility whereby database actions such as editing deleting and adding records can be traced back to a specific user on a specific date Note The audit trail should only be used if required as this function requires considerable system resources and may slow the program operation There are three levels of audit which can be set in the Audit amp Snapshot tab of System Options System Options Defaults Templates amp Security Lists Audit amp Snapshot Audit Trail for recording database activity None Delete Audit Records up to Minimal 01 01 1999 Delete C Detailed
70. the import file will be marked as inactive Thus all tenants of properties should be included when the import file is created e When an existing ground lease is edited on import all its review records are deleted and replaced by the ground lease review records from the import file e When an existing tenant is edited all its review are deleted and replaced by the tenant review records from the import file e The Rental Value field of the imported tenant record will be ignored unless the ERV Basis of the portfolio s template tenant is set to Manual DATA FORMAT The import file is a multi line text file Each line of the import file contains comma separated variable length fields Blank lines are ignored Field Format The content of each field can optionally be enclosed in double quotes The field content must be enclosed in double quotes if the content contains a comma The field content cannot contain a double quote Import The CSV Import provides a means of importing tenant data using a comma separated variable CSV format file The CSV Import option is accessed through the File menu in the Command Centre Highlight the portfolio into which the records are to be imported then select the CSV Import option The user must specify the name and location of the csv and map files For the CSV Data Import function to work the data in the csv file must be in the following format e The columns must contain common data Te
71. this will not change the currency setting of existing portfolios IMPORT SPECIAL This enables the Updateable Import option which is a method of data transfer using a text file When this setting is added to INVWIN INI a Special Import option will appear on the Import menu in Valuation Capitalisation For further information see Updateable Import on page 52 JAPANESE TSUBOS In addition to Imperial and Metric measurements Valuation Capitalisation can also be configured to use a third measurement type Japanese Tsubos To activate this the following entries must be added to the CONFIG section HIRDMEASURE TSUBO HIRDMEASURESHORTSTR TS HIRDMEASURELONGSTR Japanese Tsubo IMPERIAL2THIRDMEASURE 0 02810343140000000 METRIC2THIRDMEASURE 0 3025004688757267573764739335346 Chapter 7 Miscellaneous 35 Custom Fields These are extra user defined fields for Property amp Tenant screens The custom property and tenant fields provide additional means of categorising properties and or tenants Each Valuation Capitalisation database contains two sub tables PROPUDEF for custom property fields and PROPINTUDEF for custom tenant fields The layout of the custom field forms is described in a configuration file To create custom fields take the following steps 1 Add fields to the PROPUDEF and or PROPINTUDEF tables using a table Editor such as the Bor
72. tion Capitalisation error messages and stop the program from completing a particular function Where minor corruption to tables has occurred or error messages like Index out of Date appear then the Rebuild exe can be used to identify any problems and correct them Before running the Rebuild program ensure all users are logged out of the program and take a back up of your Data folder Then run Rebui 1d exe and select the Check and Fix option For further details see Database Maintenance on page 10 In the past some users running multi user systems with the data hosted on an NT Network and using Windows 95 as client machines reported excessive table corruption This was tracked down to a number of caching bugs in both Windows 95 OSR 1 2 and Windows NT Most of these bugs can be solved by installing a new version of VREDIR VXD released by Microsoft To read more about this error and to download the Microsoft fix go to www support microsoft com and search for VREDIR VXD This file must be installed on each of the clients that are going to run the system if even one is missed it can affect them all This should fix most of the corruption problems ARGUS Valuation Capitalisation version 2 50 Administrator s Guide Chapter 5 Troubleshooting 19 Note Please note that ARGUS Software does not support the use of Valuation Capitalisation on Windows 95 or 98 Too Many Network Users On start up the system reports the error mess
73. to GA Testing Serial Number 99701 Security Method Internal Licence Expires 22 09 2008 Notice This computer program is protected by copyright law and international treaties Unauthorised reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the full extent possible under the law y i Cancel Example of login dialog The default User Name is A and the default Password is A This permits access as a System Supervisor In a multi user installation it is important to remove the default and set up unigue user names and passwords for each user Individual unigue user names passwords and group memberships can be set up identifying each user to the system when logging in See Security Settings on page 23 Security access can also be set at portfolio level to specify which individual s or group s will have permission to view edit and or delete the contents of the portfolio These can be varied for each portfolio For further details see Portfolio Security on page 26 Security Settings Access to the system security setup is available only to users with supervisor status In the Command Centre click on the Application button then click on the System Options button to open the System Options dialog Click on the Templates amp Security tab ARGUS Valuation Capitalisation version 2 50 Administrator s Guid
74. untry such as currency and stamp duty settings and dimensions in metric or imperial New template records may be added or deleted using the New and Delete buttons on the button bar The first record cannot be deleted there must always be one property template in the template portfolio To each property template one or more tenant templates can then be added representing typical lease terms for that property type For example a standard UK lease might include 5 yearly upwards only rent reviews whereas in France a typical lease might include annual indexation In System Options Templates amp Security the system default property template can be specified Whenever a new portfolio is created it will adopt this system default template System Options Lists Audit amp Snapshot Templates Default Property Template Standard UK Property Security system Security y Security Users At portfolio level the default property template for the portfolio can be altered to use a template other than the system default template The property template to be used is specified in the portfolio record shown outlined in green in the following picture Portfolio Sample Portfolio File Edit Tools Help OP New c Delete Q O Assumptions P Valuation 7 Cashflow 9 Security Details Portfolio valuation date Portfolio name Valuation date 2305 2000 File Ref No 1234567890 Manager Contact Align properties to por
75. uty record within the CVL file Label Descriptive caption Ratel Stamp duty rates Rate2 Rate3 Rated Rates Limitl Limits for corresponding rates to 5 Limit2 Limit3 Limit4 Limits RGROWTH INDEXATION and INFLATION format Fields are Caption Descriptive label StartOn ValDate Start on valuation date True or False StartDate Start date if StartOnValDate is False Ratel A list of 1 or more rates Rate2 Rate fields contain two sub fields sa valsi The rate sub fields are separated by a space RateN For example 5 4 0000 see below Rate Sub fields Months The number of months for which the rate applies Percentage The value of the rate Data Structure This portion of the CVL file holds the actual data It contains sections required to be in the order listed below Each section begins with a header identifying the record and is followed by a comma separated list of field data Each section is implicitly terminated by the beginning of the next section or by the end of the file except the CONFIG section which is terminated by END_CONFIG If a field within a section is a memo field its field data is contained in a special sub section inserted into the field list MEMO identifies the memo sub section and ENDMEMO terminates the memo data The LOG section may also contain a LOGCVL subsection in its field list terminated by END_LOGCVL Below is an example of a simple Property section A
76. ware com ARGUS Software Tel 1 713 621 4343 Clearwater FL USA Support Tel 1 888 472 1005 Support email support Oargussoftware com Info email info Oargussoftware com ARGUS Valuation Capitalisation version 2 50 Administrators Guide 62 Canada contact details ARGUS Software Coquitlam BC CANADA Chapter 11 Contact details Toll free 1 888 472 1005 Tel 1 604 472 1001 Fax 1 604 472 1002 Support email support argussoftware com Info email info argussoftware com Australia and Asia Pacific region contact details ARGUS Software Sydney NSW AUSTRALIA Singapore region contact details ARGUS Software SINGAPORE Japan region contact details ARGUS Software Tokyo JAPAN South Africa region contact details ABO Software Cape Town SOUTH AFRICA Tel 61 2 9262 1332 Fax 61 2 9262 1350 Support email support Oargussoftware com Info email infoasiapacific argussoftware com Tel 65 6411 2288 Fax 65 6338 7959 Support email support Oargussoftware com Info email info argussoftware com Tel 81 3 5404 8138 Fax 81 3 5404 8585 Support email support Oargussoftware com Info email info Oargussoftware com Toll free 080 226 7638 Tel 27 0 21 447 9592 Fax 27 0 21 426 2708 Info email info Oabosoftware co za ARGUS Valuation Capitalisation version 2 50 Administrators Guide 63 Activate licence 2 Administration 5 Database 5 Administrator 2 23 25 26 27 28 37 ARGU
77. xt event review definition Any event fixed step market rent eto Initial Yield Cap Rate method Allow valuation rent to be zero DCF Exit IY valuation Valuation uses passing rent at OCF exit Equivalent Yield EY Froth option Solve EY using trial EY rates to value froth rent EY Cap Costs option Solve EY using manual rates for capital cost discounting EY Value target EY targeted on net unrounded value Acquisition costs Based on residual net unrounded value Special case calculation Ignore Double F Correction Pannell s method Placement order in valuations Capital Costs ordered before Acq Fees in valuations a Led Led Led Led Led Lol Led Led Led Leb bs Target for Running Yields Gross Unrounded Value 7 40q Costs 7 Cap Ex Valuation tables Annually in Arears Leasehold Sinking Fund Tax 4 000 40 000 fy Save x Cancel le Bee e eee ee eee E ARGUS Valuation Capitalisation version 2 50 Administrator s Guide 38 Chapter 8 System Defaults System Assumptions Default set SYSTEM DEFAULTS Options Use Default m Capital Rounding 1 to 1000 None El 1001 to 10000 10 10001 to 1000000 100 1000001 to 10000000 1000 Over 10000001 10000 m ERV Rounding 1 to 1000 None 1001 to 10000 10 10001 to 1000000 100 1000001 to 10000000 1000 Over 10000001 10000 Templates When adding new properties and tenants the basic framework an

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