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OPEN SYSTEMS® Accounting Software ODBC Kit User`s Manual

1. ODBC Kit User s Manual 5 7 Audit Field Names For Reserved Words Dictionary Reports Audit Field Names For Reserved Words Screen TSA E gue Dat Pert bp T Audit Field larmes fcc Beeerved rds Dictionary z i AppiLcarpos ID AF Fila Hama From APCO THEW APCO DISE CODE Spoceen i od fFbriztgr p E Esvigm F ils Field Definitions The current data dictionary extension is displayed Enter the ID of the application to create files for or leave this field blank to verify all applications for reserved words 2 Enter the range of file names to verify 3 Enter the output device 5 8 ODBC Kit User s Manual Dictionary Reports Audit Field Names For Reserved Words Command Bar Definitions Command Description Printer Select P to send the report to a printer File Select F to send the report to a file Screen Select S to send the report to the screen End Select E to change your selections or exit to the Data Dictionary menu Saving and Exiting After the report is produced the Dictionary Reports menu appears ODBC Kit User s Manual 5 9 Audit Field Names For Reserved Words Dictionary Reports Audit Field Names For Reserved Words List 5 10 1072771935 3 47 PM AFHS 3 HS COMP RECORD AFHS ITEM RECORD APHS _UEND_RECORD APUC End of Report Builders Supply Page 1 Audit Field Names for Reserved Words Field Name Description of Reserved Word YEAR SUL YEAR YE
2. Move up one line item Move to the previous screen or to the first line if you are on the first screen Move to the next screen or to the last line if you are on the last screen Move to the first line item in the entire list Move to the last line item in the entire list Delete the line item at the prompt gt Insert a line item at the prompt gt Edit the line item at the prompt gt 1 35 Reports Selecting a Range of Information To produce a report you must specify the amount of information you want in the report To produce a report that includes all the available information leave the From Thru fields on the report function screen blank For example if you want information about all the vendors to be in a report leave the Vendor ID From and Thru fields blank e To limit the amount of information in the report enter the range of information in the From Thru fields For example if you want a report to include information only about vendor ACE001 enter ACEO01 at both From and Thru If you want the report to include information only about vendors that start with CO enter CO at From and COZZZZ at Thru Each field where you enter information on a report function screen usually restricts the overall output of the report For example if you leave the Vendor ID From and Thru fields blank the report will contain information about all the vendors But if you enter invoice 100 in the Invoice Number
3. WEBUBFITRESER Fries Bur rh en cid ed a poni m Hn edo rim Eada Fire en dcm d re Fs rm t he er d z m n r 4 i 3 LJ z a Feet Tg en paad cog aired erat for baa cm ba tered om the USE cre jem oped aed foe leur mpi piar Ber im uw iem P s 9 m ose j Continue the installation by following the instructions on page G 18 G 8 ODBC Kit User s Manual References Sending Fax 1 In the Registration Methods box click on the Fax button 2 Inthe License Delivery Method box click on the receiving method you will use You can choose to receive your license information by E mail or by fax 3 Click Next to continue ODBC Kit User s Manual G 9 Sending References 4 The License Information Confirmation screen appears Confirm all the information and if it is correct click OK If the information is incorrect click on Cancel and reenter the information 5 Inthe Emergency Contact Information screen enter a contact name and phone number in case your fax cannot be sent Click OK G 10 ODBC Kit User s Manual References Sending 6 The Print screen appears Click OK to print the registration information you must send by fax to receive your license A Paua Far this baras Tara ic BAST A nixrzsirral Lid ub 1305 233 ALTI LODO EGLI EG LDELODESCSS ERO ERG DI Vae LOCe E SE ECL OH Dd Beery Hiit IT Paterna ccm E BT DI VOLO E 20 BO LAT EO Vot opes Ba pd Liza
4. HEEL ic Cher Cpwpaay H Unsigned Int Flcmk Decieel Zuzinexz f flnmt Fer del VerifT Field Definitions Field Name Field Number Inquiry Field ID Description 4 18 Description The field number is displayed Enter the field ID Any word you enter is checked against the reserved word file and warning appears if you enter a reserved word A reserved word is a key word from a third party ODBC and SQL language that should not be used for field names Enter the field description ODBC Kit User s Manual Dictionary Tools Fields Field Name Field Type Numeric Type Variable Length Field Terminator Field Length Array Elements RW Name Variable Template Notes Saving and Exiting Description Enter one of these characters to describe the data in the field C Character N Numeric U Unsigned Integer I Signed Integer F IEEE Float D BCD Float B Business Math X C Float Y C Double If the numeric is a Boolean enter B If the numeric is a julian date enter J If the numeric is any other numeric enter O If the field type is non numeric this field is not available If the field is of variable length and requires a field terminator enter Y if not enter N Enter the decimal code that is used to represent a field terminator in your file All OSAS standard files use 10 for their field terminator Enter the length
5. a Sitouid rec bka bor eget ba ancha B ES Linea 3 IDR ODBC Kit User s Manual References Sending 7 Within a short period of time you should receive an E mail message or a fax depending on your receiving choice containing your license information Follow the instructions on this screen and click Next lire Hes pemeri Dc arose file Eg WEB Breer Fols wt ri cid rid Ko pon e n Td nime En First ni eat ail rd Face rhon etam in ee trinm PUTER NATIO HAL Fees Ts en paia ey and erat for Le cm barred Goan Ta SE mcr fae peed ard bois eur eter Be im BASIS Eum 8 The Install A BASIS License screen appears a onde posi Bis ba iriall BASES canna IN If you received your information via E mail follow the instructions on page G 17 If you received the information by fax turn to page G 18 ODBC Kit User s Manual G 5 Sending References Telephone Follow these instructions to request your license registration via telephone Begin on the License Registration and Delivery Methods screen 1 In the Registration Method box click the Telephone button 2 When you send your request via telephone you can receive your license information by fax only 3 Click Next to continue G 6 ODBC Kit User s Manual References Sending 4 The Telephone License Request screen appears Confirm that the displayed information is correct You can call the number on the screen to request the license reg
6. 37 General Information The OPEN SYSTEMS Accounting Software OSAS product line consists of several accounting applications Each application addresses a different phase of your financial operations together they form a powerful accounting solution to your daily and periodic accounting needs The Structure of OSAS Resource Manager The Resource Manager application is the foundation or shell of OSAS it provides the operating environment that holds the other applications To use OSAS you must run Resource Manager through an operating system based on DOS Microsoft Windows 95 Windows 98 Windows NT UNIX or Novell NetWare OSAS operates on LAN systems across a web server using the OSAS Web program and within a single computer After you install Resource Manager you can use it to install other applications modify how each application works and specify how the overall system operates You can install the other applications in any order unless their user s manuals specify otherwise Base applications Base applications are designed and produced with the largest possible number of industries in mind They are most effective when you interface them with each other Base applications are usually named after common accounting operations Examples are Payroll Inventory Accounts Payable Purchase Order Accounts Receivable Sales Order and General Ledger ODBC Kit The ODBC Kit provides Open Database Connectivi
7. 5 Click the Queries tab and select the query you saved under Microsoft Query uixhunar umi Lem aot coed D F peterem windi saei mr The Choose Columns box under Query appears Que i eed Chame Coleen He iw had cnin of dade do poised kanchai n posa rag cole Lakers and columen 1 BATCH HD ORDEF_HUMBEA TR amp HEACTIDA T PE i AF TRANSACTIONS p mt ES IDEL HUMBER ARC Lae IHE LATE i ACD 1 CUSTOMER ID F oun Sus TOTAL m oamrn ALES DAN z Pres id dais nip Coke Ey ms emo pui B 12 ODBC Kit User s Manual References Microsoft Excel 6 Click Next The query columns are displayed 7 Click Next to pass by Filter Data and Sort Order options The Query Wizard Finish dialog box appears Quetp aand Foren be Ai ba sacs sa bha la dis reai f penam Desa o Miti Enel Spon Dor D mer rlada or ad gay iri eco Dunn 8 Select Return Data to Microsoft Excel and click Finish You are returned to the Pivot Table Wizard Step 2 dialog box hore ip pour adira dete store ot Date Data Ficha Fern baari rab reed se w e we j 9 Click Next ODBC Kit User s Manual B 13 Microsoft Excel References The Pivot Table Wizard Step 3 dialog box appears Co Corau pour Peat Fable bev drag Se eee d Singram oni he as Pk The selected fields and four areas Page Row Column and Data to put fields are displayed Drag and drop the fields to use in this repor
8. APCH 3 Becord Langt Lia oO oO APCH CHE BES Ho GE lecsords n APCH CTRL PE Fey Jise iz APCH ZH REC n o ArCH File tndex 1 n APCH 1 BH Topic ac APCH 2 Long File Hama APCDuzxx nu oO APCH CTHL FE ODES Path DATA APOE CIB n o u Tg Appiicarion ED AF Field Definitions Field Name Description Dictionary The dictionary file extension is displayed File Name Enter the file name Description Enter the file description View Definition If the file is a view enter YES if not enter NO 4 10 ODBC Kit User s Manual Dictionary Tools Files Field Name Type Record Length Key Size File Index RW Topic Long File Name ODBC Path Application ID Description Enter the file type I Indexed L Serial K Keyed S String P Program D Directory M Mkeyed Enter the file record length Enter the key size if the file is a single keyed or Mkeyed file Enter the file index that the file is usually opened on Enter the Report Writer topic number within OSAS software Enter the long file name for the file Enter the path ODBC will use to see the file Use the variables DATA to specify the data path SYSFIL to specify the system files path and CID to specify a company specific file These variables are defined in the CONFIG TPM file Enter the application ID for the file Command Bar Definitions This screen does not have a command bar Saving and Exiting To s
9. Enter the range of file names to include in the list 3 Select the option by which to organize the list 4 Select the output device 5 4 ODBC Kit User s Manual Dictionary Reports Dictionary Field List Command Bar Definitions Command Description Printer Select P to send the list to a printer File Select F to send the list to a file Screen Select S to send the list to the screen End Select E to change your selections or exit to the Data Dictionary menu Saving and Exiting After the list is produced the Dictionary Reports menu appears ODBC Kit User s Manual 5 5 Dictionary Field List Dictionary Reports Dictionary Field List Irem IIR E Pin amie sar ALD CNME ANN RI DOES AID DTZ ETE 3IRAL ODE Uni D NERAL BC DCE Gru s ALRAL OP RACE anui MERAL RUP IAT 3o ETE ONDERT Tim DESEE inl ANITIN NOI 2 acm awe aes LU LEE amit um i AMESS LUME NNEEISLUME aii m i PES LI a LEI AMEESS DE I HEDDDDUE AND LUE AMETS LUME I awe LE I jore 33 i 1822118 a l THIELE E E n ORES LOTEA ARABI iaiia dem SLAAI LATKA F Bme F 5 6 kere Dich inary Pied Coat Feriis a Him Colas kmri he kise Wia Necut nd Belge Darin Ee a j amd kird hip Data kisi Ship Duis Wa hi poi Dale kid Tipis Gabe kid Tipin aia Bla Wima abr ira Locum Him Coleen M kitk m Cece pt ice Lime d Hilkka berimi Live 2 Tipi Hire Lim ug he kirma Lime I Tipo Mdi Lit E Mires
10. From and Thru fields and invoice 100 is assigned only to vendor ACEOO01 the report includes information only about vendor ACEOO01 Sorting Information for reports is sorted first by a space then by characters then by digits then by uppercase letters and finally by lowercase letters No matter what you enter in the From and Thru fields however your entries are sorted in alphabetical order unless the function provides an option to sort the information differently Sorting by alphabetical codes or IDs is easy For example the ID ACL comes before the ID BB because A comes before B ODBC Kit User s Manual 1 37 Reports Introduction But take notice when you enter codes or IDs that consist of something other than letters the order might not be what you expect For example if 20 items are labeled 1 through 20 and you want all of them to be in a report you might enter 1 at From and 20 at Thru expecting them to be listed 1 2 3 19 20 However since OSAS sorts in alphabetical order they are listed in a different order 1 10 19 2 20 3 9 To prevent that situation pad extra spaces in codes and IDs with zeros so that numbers in alphabetical order are also in numerical order In the example above the items would be labeled 00000000000000000001 through 00000000000000000020 Output Device 1 38 Report functions screens offer four output options printer file screen and end e When you need a hard copy of a repor
11. Installing the ODBC Drivers Installation 11 On the Setup Type screen you have three choices on how to install your ODBC software For new installations select Typical ck the ppa of Lars you peri Fari cii Plt Ue rd eun T Comp pi Lgl ln rei Coe Tuning Chee ib Hh opor a vnnd es gata Fircerruanecinzd bo eben ud umen Egan Fiesta Bea iem CDASIS The destination folder automatically defaults to your C drive If you want to install ODBC on another drive select Browse and type in the drive letter where prompted If the drive is on your network click on the Network button find and highlight the desired drive and click on OK Click Next to continue 2 8 ODBC Kit User s Manual Installation Installing the ODBC Drivers Typical Setup 12 Use the Select Program Folder screen to specify the name of the folder where you want to store the shortcuts for your ODBC driver Enter the folder name and click Next Setup vel adel progres core tn the F nici bier beri Tina Pie Fia A vet Di Vins d fet bra ee E miri Paim ict Click Haad 1c cords 13 The setup process creates a folder using the name you specified creates the shortcuts and then begins copying files e hi M ESSE DORE taille BSS Poole kia Dee hians MD a Um Fm erm he Turis ikina tot de 5i abaci 14 Next you must either register and install your license for the ODBC driver on this computer or tell the ODBC driver where t
12. Lise 1 iris Lima 1 Miren Lis ire Lime j Him ctum Mires Lie pees Lis d Wire Colas Bim Cote M rsu Lime 2 Mire List g Mire Line d Hires Lim 2 ira bjia Miren Line 3 Mires Lim 2 Him Eorum Rima Colas Mire Lie 1 Wire Lim d Miren Lim J Mire Lise d hieu ijas Siren Lim 1 Bira Lime d ira Colas Wire Colon ki hiri Luca clon A hirri Luca ion Wd priis Lim Eod Bim baii Tarh Faral Mrs r t te ee re DnE an a E 28 Etip Ham idis Fal T dde T Alime T Alis 7 Jalran F hla T hli T hli F hipa ma 28 ip m n Hr Ey Fam ap nes ETAL D AEE VEY ETAL AE AEE EY Kn HIP TATE DUAL SHIP DAN LB TAE i DUET T KI a erai mit Wi St E ETAT Hr o pmo SY ao LEER Itam Le eer LE Os LIE 1 OPEL Eie Lie ETE LINE os LUNO i WIE LINE wiprtTi LINE I maTi Lim g eT LIEE 2 ETS LEE E EVI LEE 2 Parr Lir 3 wierTt Lima TT LINE 1 wed onim od ETT LIEE J DENTS LIB d Ms MUTET Li WML Lii We aprii ux ODBC Kit User s Manual Audit Field Names For Reserved Words Features Use the Audit Field Names for Reserved Words function to validate an application for reserved words or check all applications for reserved words Reports A sample Audit Field Names For Reserved Words List is on page 5 10 Screen Use Screen Description Audit Field Names For Use the Audit Field Names For Reserved Words screen Reserved Words select the application and files to validate
13. SL LI E Bandy Highlight rows and columns to shift them around To display only invoices change Transaction Type from All to 3 Change it to 4 and credit memos are displayed Totals per type are also displayed Adding a Calculated Field You can also add new fields like profit to the data area To add profit to the data area follow these steps 1 Highlight the last row in your data area Sum of UNIT_PRICE right click and select Insert B 16 ODBC Kit User s Manual References Microsoft Excel The Insert Calculated Field dialog box appears 2 Enter the following information about the inserted field Enter Profit Dollars in the Name field Enter Z SHIPPED QTY SELL UNIT PRICE SHIPPED QTY SELL UNIT COST COMPNT in the Formula field 3 Click Add Mrauasett Calcula ib ODBC Kit User s Manual Microsoft Excel References 4 Click OK The pivot table is displayed with the Sum of Profit Dollars field Sut 11 ORDERED OTe Eur zi SHIPPED OT SELL Eum gl UHT CCIST COMPNT For more information about pivot tables see the Microsoft Excel documentation or online help B 18 ODBC Kit User s Manual Microsoft Query This appendix walks you through creating a query using the ODBC Kit and Microsoft Query 97 If you require more information about Microsoft Query consult the Microsoft Query User s Guide or Online Help Before you can create this report complete these tasks e Insta
14. asc ASSERTION aT AUTHORIZATION AUG BEGIN BETWEEN BOTH BREAK BROWSE BULK BY CASCADE CASCADED CASE CAST SATALOG CHARACTER CHARACTER_LENGTH SHAR _LENGTH CHECK CHECKPOINT CLOSE CLUS TERED COALESCE COLLATE SOLLATION COLUMN COMMIT SOMMITTED COMPUTE CONF IRM CONNECT CONNECTION CONSTRAINT SONS TRAINTS CONTINUE CONTROLROW ZONUERT Builders Supply Reserved Words List Description SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SQL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL SUL ABSOLUTE ACTION ADD ALL ALLOCATE ALTER AND ANY ARE AS ASC ASSERTION AT AUTHOR IZATION AUG BEGIN BETWEEN BOTH BREAK BROWSE BULK BY CASCADE CASCADED CASE CAST CATALOG CHARAC TER CHA RAC TER_LENG TH CHAR_LENGTH CHECK CHECKPOINT CLOSE CLUSTERED COALESCE COLLATE COLLATION COLUMN COMMIT COMMITTED COMPUTE CONFIRM CONNECT CONNECTION CONSTRAINT CONSTRAINTS CONTINUE CONTROLROW CONUERT Page 1 ODBC Kit User s Manual Microsoft Access This appendix walks you through opening a simple form using the ODBC Kit and Microsoft Access 97 If you require more information about Microsoft Access consult the Microsoft Access User s Guide or Online Help Before you can create this report complete these tasks e Install and set up the ODBC Kit e Ins
15. c uote ra f you eco gramen i nem impri ee pose mas beer amd be an genae gee et mac gn bela 2 28 ODBC Kit User s Manual Installation Installing License Manager for Windows 18 19 20 Your browser will show a screen showing your registered license information and instructions for saving the information Iud i ges de ded e 0 03 X 2 232 2 2 47 NM f Reed Hom 5ewch o Hara Pr Baig uf Rockman bonis prr FIT cae ea EH m RES Whar Piala Hera ia tha BASIS prnduc licerzm ilja you requertad Please mwre this page am CIVTENPABAXIS OLTI Driver License trit IZ 0 TERR doms ant arimzt then plaasm raacm it end mera BHI page TEEPE AILEE you hae dope TELS Please run ri bo complete thm irzcmllatinn cf chin lirmmnmgs Do BOT HOPIFTT THIS FILE a a a a H Insrall BASIS License program Zrom your program folder a Host Hume neilp SERVER chim koat ANT VENDOR basis FEATURE GIEC BH pasia 2 10 permenenr uncounped B72j057814 xB HCOGTIDP U awOCE3dT6 c ck LOS JIHeBOIS4CcDDO Save the page as instructed If the C TEMP directory does not exist create it and save the text file there using the name in the instructions When you are prompted to register for another license click No Then click Next on the Registration Notification screen The installation process should continue with the Install A BASIS License screen If this screen does not appear click on the Win
16. device you defined If this command does not work consult the system operating manual tar xvf dev fd0135ds18 Uncompress the file using this command uncompress BLMGR6I1E Z Extract the files and create the subdirectories that contain the License Manager tar xvf BLMGR6IF From the operating system prompt start the installation install The BASIS Install Main Menu appears Enter BLM to bring up the BASIS License Manager screen Press Enter to continue Enter CREATE to create the script that will start the BASIS License Manager This step will create a script called BasisRunLM in the directory usr basis blmgr ODBC Kit User s Manual 2 37 Installing License Manager for UNIX Linux Installation 2 38 17 Enter ADD to add the License Server to your system startup file NOTE You must be logged in under the system administrator to perform this step Requesting the BASIS Product License Next you must register and then install your license to use the ODBC driver The information you need to register your license is included on the License Registration form you received with the ODBC Kit 1 Locate your BASIS serial and authorization numbers Enter REG on the BASIS License Manager Install menu On the screen that appears you will be prompted for several pieces of information The Company Name First Name Last Name and Phone Number fields are optional You can skip them by pressing Enter Enter
17. list For example if you know that the ID starts with J enter J in the ID field Leave the Inquiry window without selecting anything Select the item the cursor is pointing to Open a window that shows Inquiry window commands and the window ID Inventory Search Commands If you use the Inventory application and the cursor is in an Item ID field you can use any of the Inventory Search commands to search for information about items and select an item for entry in the field you are in Key Shift F3 Alias Lookup Shift F4 Customer Vendor Lookup ODBC Kit User s Manual Operation Search for items with a specified alias listed as an alternate item When you enter the alias you can use the and wildcard characters to restrict or widen the search Search for an item based on customer ID or vendor ID When you enter the customer or vendor ID you can use the sk and wildcard characters to restrict or widen the search 1 33 Function Commands Introduction Key Shift F5 Detail Lookup Shift F6 Lot Item Lookup Shift F7 Serial Number Item Lookup Shift F8 Item Description Lookup Report Commands 1 34 Operation Search for detailed information about an item You can enter search information in any of the fields that appear using any of the following wildcard characters to restrict or widen the search lt gt Search for an item based on lot numb
18. menu D 2 ODBC Kit User s Manual References Microsoft Word The Mail Merge Helper dialog box appears Usar tha checks bo prt up arwi merger Pange be hood Pr Crna bution RS icici em 2 in Dane source o 3m Merge es data eth fhe diorunami 3 Select Create 4 Select Form Letter from the Create options A Microsoft Word message box appears 5 Select Active Window You are returned to the Mail Merge Helper dialog box The Edit button appears Use it to edit or enter text in the document 6 Select Get Data to connect to the OSAS data If you have defined a query select Open Data Source and select the query in the dialog box that appears If you have not defined a query select Create Data Source 7 Select MS Query ODBC Kit User s Manual D 3 Microsoft Word References The Choose Data Source screen appears Chine ata Siimaa W Arras Daiskara red rhazabdal DAS Tet Files rene hb E F petens wisdo conne mrs 8 Select New Data Source and click OK The Create New Data Source screen appears Mhal nara cio uod seat bo gece pour dala masca I rs Dada Sakai a d s Ep the type od iiaia gc seni D aco 1 A Creer Click Connect and enter ars imao eequecied bp ha desear 1 Cesi 9 Entera name you want to give the data source in field 1 You can use the same source again 10 Select the BASIS ODBC Driver in field 2 11 Click Connect D 4 ODBC Kit Us
19. names and mailing addresses for a form letter but include only vendors in a selected state You should be familiar with SQL or become familiar with the predefined views in the data dictionary before you create new views You should be familiar with BB field and file types in order to append files to the data dictionary Back up your data dictionary files before you create files then you can restore the dictionaries if problems occur Use the Files function to delete unnecessary file definitions from your data dictionary to increase performance Reports No report is associated with this function Screen Use Screen Description Files Use the Files screen to set up and maintain information about the OSAS data files in the data dictionary ODBC Kit User s Manual 4 7 Files Dictionary Tools Screen Description Edit Append Files Use the Edit Append File screen to add and edit the OSAS data file information in the data dictionary Edit File View Information Use the Edit File View Information screen to add and edit the WHERE clause and files included in the view Files Screen a 1 Filan Dirricmaryg 5 1 Fille manc beaeripri n Ye Packen eca Fey HAPPED Codam File Diszriburiaon Code HEr qed Lea n iz APCD Z Todes File Tarra Locas Recor HEagyad Lz oO iz APCD BEAT CORE wie Lien e d Li APCD TEARS CODE ieu Ince d a APCH Chackm Film REayad Laz n a APLH 1 Checks File Checks Eecord ARS yal ir i
20. of the field in bytes This field is set to 1 and cannot be changed Enter the name to be used in the GENERAL Report Writer Enter the variable ID used to represent the field If this application uses string templates leave the field blank Enter the string template ID Enter any descriptive notes To save your entries use the Proceed PgDn command The other fields are scanned for matching field names If data changes have been made the Update Fields screen appears to update other fields with the changed data ODBC Kit User s Manual 4 19 Fields Dictionary Tools Fields View Screen HT Th TI xt Field Lengtt spa cif Field Definitions Field Name Description Dictionary The dictionary file extension is displayed File Name Enter the file name to edit Description The file description is displayed File Size The file size is displayed Soft Size The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed 4 20 ODBC Kit User s Manual Dictionary Tools Field Name Field Number Description Orig Field Field Type Numeric Type Variable Length Field Terminator Field Length Array Elements RW Name ODBC Kit User s Manual Fields Description Enter the field ID Any word you enter is checked against the reserved word file and warning appears if you enter a reserved word A reserved word is a key word from a t
21. or to use one of the other methods listed for registering your license follow the applicable instructions in Appendix G ODBC Kit User s Manual 2 11 Installing the ODBC Drivers Installation 2 12 17 The License Information Confirmation screen appears Click OK Agee erty hal obra bris oe dme LJ b reei plese dick Care nudos he HEC ROSE MEO day ragi mimaa nili meni mi g Hk be cer Amd cere regii grs re p ll s II f E mns Beee Ts LET Your registration information is sent using the default web browser on your computer When this message appears click OK to continue AT TEKTHIMI Sn ep ll ba main ks reed ues segna va poe seb ee Fi Ent dee narum ER c b rena rome aed NE rerit aes eee Gree d Your browser will display your license file and instructions for saving it Bed Wee da beda lo 8 0 5 L0 08 4 s 2 d a a 6 OCU sb kami i Locaticar rd ire TAL sa et H 2 F ari Pali F ere Ls thc BASIE product lircnze file pru rcomusrEH F E Puemwee a Ihis pee me Cj TOR ELETA ODEC Drdver Liskiee kan W L CrLTEHP doas not exists then plese crwate it Mrd rera U cuia mage thare iuar pom Ds cosa DELE amp isubs Cun Ch T mall MAEM Lic progrum frr zur program folder W ta rompleva rie irrcallatizn of chin lbcanes r W 2 HOT EODLTY TAIE FILE Li W Gort Mame ngilp LJ ETP this Bash ENT VEHECE baris F amp kstkx ctio RM basia
22. reserved words file ODBC Kit User s Manual 4 31 Add Change Reserved Words Dictionary Tools Add Change Reserved Words Screen T pss Timi Gu Ls Poe ep Ac Cheng PerEIvEH Borda Reserved Word LASOLUTI Field Definitions Field Name Description Inquiry Reserved Word Enter the reserved word Description Enter a description for the reserved word Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the Main menu use the Proceed PgDn command 4 32 ODBC Kit User s Manual Tables Use the Tables function to set up and maintain the ODBC Kit table Tables store information about the system data options and default settings for other applications The following tables are related to the ODBC Kit e OPT e ODEXTxxx For more information about the ODEXTxxx table see its individual description in this section The OPT Options tables store options and interfaces settings Maintain the information stored in this table through Resource Manager functions not through the table itself Screen Use Screen Description Tables Screen Use the Tables screen to edit table fields ODEXTxxx Tables Screen Use the ODEXTxxx Tables screen to edit the data dictionary file extension used by your terminal ODBC Kit User s Manual 4 33 Tables Dictionary Tools Tables Screen SAS To Zea Ld Poet bjp CDTB Tanie LD UDERIULE DESST IRC Lon CHEDEn
23. s Manual Key Operation Esc View the list of commands for the screen you are on and the field Command help you are in To close the commands window press any key Fl Get information about the field you are working on Help F2 Make a selection from a range of entries for a field if the Inquiry Inquiry flag appears at the bottom of the screen F3 Delete the information on the screen Since this command can Delete delete an entire record use it with caution F4 Open a menu of utilities A calculator and Global Inquiry which Other consolidates and presents information from other applications are some of the utilities on the Other Commands menu See Appendix F for information about the utilities on the Other Commands menu F5 Move the cursor back to the first field on the screen or to the first Abandon field after the key field The entries and changes you made are erased ODBC Kit User s Manual 1 29 Function Commands Introduction 1 30 Key F6 Maintenance F7 Exit F8 List Shift F2 Information PgUp Start over PgDn Proceed Tab Jump Enter or Down Arrow Enter Up Arrow Ctrl V Verification on off Ctrl G Bell on off Ctrl F Quick on off Operation Go directly to the appropriate File Maintenance function to update information about the field you are in if the Maint flag appears at the bottom of the screen Exit from a screen or a window S
24. tables are displayed 5e D yee Demi eh Rede ei DaRGRTiurks Bee Hu iml rahas IN E3 Taine Bomm Dre Hue orem oft Moc 8 Select the Forms tab zr cums Drm aree mones ane 9 Select frmCustHistLookup on the Forms tab ODBC Kit User s Manual A 7 Microsoft Access References The Customer History Form is displayed A hel urail er 10 Select a Customer ID and enter a year Then click Preview Graph To Work With Sample Queries To work with sample queries in the Microsoft Access database select the Queries tab and select the query you want to work with To Work With Sample Reports To work with sample reports in the Microsoft Access database select the Reports tab and select the report you want to work with A 8 ODBC Kit User s Manual Microsoft Excel This appendix walks you through creating a pivot table using the ODBC Kit and Microsoft Excel 97 If you require more information about Microsoft Excel consult the Microsoft Excel User s Guide or Online Help Before you can create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC driver e Install Microsoft Excel 97 and Microsoft Query 97 The following Microsoft Excel examples are included in the ODBC Kit They are installed in the ProgOD directory e GLACCT XLS GL Account Number Lookup e PIVOT DOC Microsoft Word instructions for setting up an Excel P
25. the letter of the CD ROM drive a colon and a backslash Then type autorun to start the setup program For example d autorun 5 Click OK ODBC Kit User s Manual 2 21 Installing License Manager for Windows Installation Main Installation Screen The Main Installation screen appears I aS TERES ee 6 Click Install BASIS Products The Install BASIS Products screen appears 7 Click on the BASIS License Manager selection Select Product to Install BASS ODAC Diiia RAWS License Eimer fnr NI 8 The Choose Setup Language box appears Scroll down to highlight the appropriate selection and click OK EI UIETTM O O B ey Dea Joem 2 22 ODBC Kit User s Manual Installation Installing License Manager for Windows 9 The BASIS Welcome screen appears next Read the text carefully and click Next to continue 10 Before you proceed locate the License Registration form you received with the ODBC Kit and keep it handy After you read the software license agreement click on Yes to accept the agreement ODBC Kit User s Manual 2 23 Installing License Manager for Windows Installation 11 The Choose Destination Location screen appears Chere brasi Lokia et i he olia ors Ta iratall inis Meche ch k Had queria rich Breve andi alui anche oai cani duode iol loei BE ES Leea D rcp bi clicking Daa bos aaa nds 1T B amp uATIDHERLI Deira Tolosa CAPe File EU S S Fire SBASIS The destinati
26. view Writr e AES Field Definitions Field Name Description Dictionary The current data dictionary extension is displayed File Name Enter the name of the file to work with File Size The file size is displayed Soft Size The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed KNUM The key order number is displayed Key The key name is displayed Definition The key definition is displayed 4 26 ODBC Kit User s Manual Dictionary Tools Indexes Command Bar Definitions Command Description Enter edit Move the prompt gt to the line to edit and press Enter Append Press A to add an index Change View Press C to switch between the field view and key segment view of the file Write Press W to save your changes Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed PgDn command ODBC Kit User s Manual 4 27 Indexes Dictionary Tools Append Edit Indexes Screen E GSAS To nde Apse ngd Iedek Inda ID b Kay Musbar 1 Beg Field bescriprior TppEe fid Pos Len b Unig Pis Field Definitions Field Name Description Inquiry Index ID Enter an ID to identify the key Seq The sequence number is displayed Field Enter the field name to use in the segment or leave the field blank if the segment consists of more than one field If you e
27. 20 is formatted as 49288 2 ODBC Kit User s Manual D 13 Microsoft Word References Sample Word Form Letter 7626 Gol Eden Pra ERGEF ERGEF ERGEF ERGEF ERGEF ERGEF time Sincerel Carol Jo CRJ fsd Builder s Supply den Triangle Drive irie MN 55344 3732 ELD ATTENTION ELD C ELD Al ELD Al ELD Al ELD C USTO ER NAME ITY DDRESS_LINE_1 DDRESS_LINE_2 DDRESS_LINE_3 ERGEFIELD STATE D mmm yyyy Yr hnson Dear MERGEFIELD ATTENTION Our records indicate that a balance of S MERGEFIELD PAST DUE is outstanding and past due on your account Please remit this amount immediately or call our offices at 612 555 0011 to make other arrangements at your earliest convenience If you have already sent payment please accept our apologies for this letter Account Collection Dept Builders Supply Inc ERGEFIELD ZIP CODE ODBC Kit User s Manual Crystal Reports This appendix walks you through creating a simple report using the ODBC Kit and Crystal Reports for Windows If you require more information about Crystal Reports consult the Crystal Reports User s Guide or Online Help Before you can create this report complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Seagate Crystal Reports for Windows
28. AR SUL YEAR YEAR SQL YEAR YEAR SQL YEAR YEAR SUL YEAR YEAR SUL YEAR DATE SQL DATE ODBC Kit User s Manual Reserved Words List Features Use the Reserved Words List function to printout a list of all the reserved SQL words Reports A sample Reserved Words List is on page 5 14 Screen Use Screen Description Reserved Words List Use the Reserved Words List screen to select the reserved words to include in the list ODBC Kit User s Manual 5 11 Reserved Words List Dictionary Reports Reserved Words List Screen T SAS Ti caine Cot Pore bp r Bewecved Borda List Fesecved Bord From ABSOLTEE Thru AL TEP Output chvice EFt istet p E Evirgm F ile S5 cremn iB a Field Definitions 1 Enter the range of reserved words to include in the list 2 Enter the output device 5 12 ODBC Kit User s Manual Dictionary Reports Reserved Words List Command Bar Definitions Command Description Printer Select P to send the list to a printer File Select F to send the list to a file Screen Select S to send the list to the screen End Select E to change your selections or exit to the Data Dictionary menu Saving and Exiting After the list is produced the Dictionary Reports menu appears ODBC Kit User s Manual 5 13 Reserved Words List Dictionary Reports Reserved Words List 5 14 1072271995 3 36 PM Reserved Word ABSOLUTE ACTION SDD ALL ALLOCATE ALTER AND ANY ARE a3
29. Fields Fields View Build View From File Update Fields ODBC Kit User s Manual Description Use the Fields screen to define fields in the data dictionary files Use the Edit Append Fields screen to edit and add fields in the data dictionary files Use the Fields View screen to define and build fields in view files Use the Build View From File screen to import field definitions into a view Use the Update Fields screen to update identical fields in the data dictionary files 4 15 Fields Dictionary Tools Fields Screen C USAS Dd bDlericaepy al File Hans APCh 4 Fitlag Aes aTTPE GLACCT DISTEIBUTE CODE DEECRIPTIUON PAYABIES GL ACCT SALES TAX ACCT FREIGET OL ACCT MIBC Gh ACCT RESERVED OSPE DESERVED Teva RESERVED TSWWi BESERVED ISR Filda Filie Buse 12H Crea Fils Dimrriburiczm Code doi Xtra ind beserlpricm Type Len mares Type GLAccT J in Dizzributzun Coce c ze Dee 1 pl ie amp En Papah les GL kocoumr z ii Telsa Ter GL L ccount lt 12 Freight GL Accousk T Li Hiscsellespeaousm SL donot x ii Fagecved for 05b Hn 1 Reserved Pap IEY c 1 Reserved for ev H i Ramarvmd far Lv H 1 Lime Ho joi of 011 Enter adi Ey Append Fritz Field Definitions Field Name Dictionary Inquiry File Name File Size Soft Size Description Type Len 4 16 Description The dictionary file extension is displayed Enter the file name to edit The file descriptio
30. ITITI F Arccunzing Software When you select an application the application s menu which presents several related functions is superimposed over the Main menu Selecting a function leads you to a function screen or to another menu You can select applications from the Main menu in these ways e Use the arrow keys to move the cursor up or down highlighting the application you want to use Then press PgDn or Enter to select it ODBC Kit User s Manual 1 11 Text Menu Introduction e Press the first letter of the application you want to use The cursor jumps to the first application beginning with the letter press the letter key or the down arrow until the application you want is highlighted When your choice is highlighted press PgDn or Enter to select it Position the mouse cursor over the application and click The application will briefly highlight and switch to the application screen e Tojump to the first application on the menu press Home To jump to the last application on the menu press End To select a function from an application menu highlight and select your choices the same way you do on the Main menu with one exception you can press PeDn only when an option leads to another menu and you must press Enter to select a function On an application menu you can press PgUp to move to the menu immediately above it If you are several menu levels away from the Main menu you can return to the Main menu by press
31. L Data DLC Lory Husker of Cole 1 Colum Lengrr Typ 4 1 To add or change a table enter the table ID A8 To set up a company specific table enter the table ID plus the one to three character company ID To set up a terminal specific table enter the table ID plus the three character terminal ID To delete the table use the Delete F3 command 2 If you entered a new table ID the Copy From field appears A8 To copy a company or terminal specific table enter the table ID plus the company ID and terminal ID A set of tables comes with the sample company Builders Supply You can copy the sample tables for a company and then change the appropriate fields To copy a sample table enter the table ID 3 Accept the displayed description of the table or enter a different description A40 4 34 ODBC Kit User s Manual Dictionary Tools Tables The number of columns the length of the columns and the type of characters you can enter alphanumeric A numeric N or numeric with one to four decimal places are displayed ODEXTxxx Table The ODEXT table stores the data dictionary file extension in use for the current terminal where xxx is the current terminal ID When you enter the table ID the rest of the ODEXT table appears E ISAS Tint EEE gue Cat Pot Bp f z OUTE Tae CD UDEZIUL Gestript Lon cuEPDERDL Dara GIOLLIOfguE Husker of Cole i Column Length Typ d4 Field Description Dic A3 Enter the data dicti
32. M baim hnap LogFunckon Cul ir Lag File Acces bor Que piraso Lag Fin Locate aer Cobre Saiar parri DEN Tope Chucho Sad liuair E nee 4 Enter a name and description for the data source Click Browse to locate the configuration file you set up using the Edit CONFIG TPM function in OSAS When you set up the data source you must click to check the Pad variable length columns with spaces box so that any updates you make to the OSAS files will be padded correctly Then in the Dates section of the window enter DATE in the Column Suffix es field so that dates will be displayed in the correct format Note If you are using OSA and you use the data server to access your data enter your login name in the User ID field ses ODBC Kit User s Manual A 5 Microsoft Access References 5 Click OK to connect to the data source The Link Tables screen appears TA P ARCUAEINS ENT UTE TR ITE T rl 6 Select the following tables for the samples in the sample database e ARCU e ARHS 2 e ARHS CUSTOMER INHS INHS PERIOD e INLO e INVE e PADD e PADE e PAEG 7 Select OK As the OSAS files are linked to the Microsoft Access database you are prompted for keyed fields in the OSAS files Selected the keyed fields in the dialog box that is displayed A 6 ODBC Kit User s Manual References Microsoft Access You are returned to Microsoft Access The linked
33. Main menu Workstation Date dialog box 1 Enter the date or use the up down buttons to increase or decrease the date 2 Select OK to change the workstation date System Date to change the workstation date to match the operating system date Abandon to exit without changing the date or Exit to return to the Main menu Tools Menu File MEHS Favorites Other Help Ej cue Natal s S Command Tool Button Key Result Calculator Displays the Windows calculator ODBC Kit User s Manual 1 21 Graphical Style Menus Introduction Favorites Menu Other Help Change to Favorites lt F2 gt File Tools METTUS Ble4r Command Tool Button Key Result Change to F2 Toggles between the Favorites menu Favorites 5 and the Main menu See Favorites Menu on page 1 25 in the Resource Manager User s Manual Other Menu Fie Tools Favorites Help E G E3J ira F Calculator Execute an Operating System Command Call a PRO 5 Program Product Suggestions Application Options Inquiry Global Inquiry General Information Inquiry Support Information User Comments Inventory Price Calculator The Other menu contains a set of utilities A calculator and Global Inquiry which consolidates and presents data from other applications are some of the utilities on the Other menu See Appendix F in the Resource Manager User s Manual for information about the utilities on the Other menu 1 22 ODBC Kit User s Manual Intr
34. OC ODBC Kit User s Manual CUSTOMER NAME eee e a DRESS LE 3 SSS i r PATRAS CDDE TIFMT OH r LABCE 3i 0 D 7 Microsoft Word 19 20 21 22 D 8 Use the Filter Data dialog box to select specific records from the table Select the BALANCE 31 60 field select is greater than and enter 0 The query will return only those customers whose BALANCE_31_60 field is greater than 0 Click Next The Sort Order box appears Dpc hose voco pont vous data aariacd V sou rhet and Va sor Ha dala ciet Had Select ZIP CODE in the Sort by field and check Ascending as the sort order Select CUSTOMER NAME in the first Then by field and check Ascending as the sort order The results of the query will sort first by the customer s zip code and then by the customer s name Click Next ODBC Kit User s Manual References Microsoft Word The Query Wizard Finish dialog box appears 23 Select View data or edit query in Microsoft Query and click Finish You are returned to Microsoft Query 24 Enter the following in the Criteria Field BALANCE_31_60 BALANCE_61_90 BALANCE_91_120 BALANCE_OVER_120 UNAPPLIED_CREDIT ODBC Kit User s Manual D 9 Microsoft Word 25 26 27 28 29 30 31 References Highlight the field you just entered in the Criteria Field and copy it to the clipboard Ctrl C Select Add Column from the Records menu The Add Column dialog box appe
35. ODEXTxxx table description 4 35 setting up 4 35 Options table 4 33 OPTxxx table 4 33 OSAS general information 1 3 structure 1 3 R reserved words definition 4 18 Reserved Words List function 5 11 Resource Manager description 1 3 operating systems 1 3 S SQL 1 5 T Tables function 4 33 use of 4 33 V view definition 4 7 IX 2 ODBC Kit User s Manual
36. OPEN SYSTEMS Accounting Software ODBC Kit User s Manual PN 2210 0D60 1999 Open Systems Holdings Corp All rights reserved Document Number 2210 0D60 No part of this manual may be reproduced by any means without the written permission of Open Systems Holdings Corp OPEN SYSTEMS is a registered trademark and OSAS Resource Manager Resource Manager for Windows and Report Writer are trademarks of Open Systems Holdings Corp BB is a trademark and PRO 5 and Visual PRO S are registered tradmarks of BASIS International Ltd Novell and NetWare are registered trademarks of Novell Inc Microsoft Windows Windows 95 Windows 98 Windows NT Access Query Word PivotTable and MS DOS are either trademarks or registered trademarks of Microsoft Corporation Adobe and Acrobat are registered trademarks of Adobe Systems Inc TrueType is a registered trademark of Apple Computer Inc Seagate Crystal Reports is a trademark of Seagate Software Inc Open Systems Accounting Software for UNIX uses PKUNZIP utilities from Ascent Solutions Inc 9009 Springboro Pike Miamisburg OH 45342 Phone 937 847 2374 Internet www asizip com Printed in U S A This manual is recyclable September 1999 Release 6 05 This document has been prepared to conform to the current release version of OPEN SYSTEMS Accounting Software Because of our extensive development efforts and our desire to further improve and enhance the software inconsistencies may exist bet
37. The following Crystal Reports examples are included ARLABEL RPT Customer Labels CRYSTAL DOC Microsoft Word instructions for setting up the customer list in Crystal Reports e ARCUSTI RPT Customer List e ARCUST2 RPT Customer List with Graph BRRECON RPT Bank Reconciliation Report You can find additional information about using ODBC with Crystal Reports on the Open Systems web page on the Internet at http www osas com ODBC Kit User s Manual E 1 Crystal Reports References Crystal Reports Customer List To create a customer list using Crystal Reports for Windows follow these steps 1 Start Crystal Reports The Crystal Reports screen appears 2 Select New from the File menu The Report Gallery screen appears E 2 ODBC Kit User s Manual References Crystal Reports 3 Select Standard report format The Create Report Expert screen appears Dais Frida Son Tai Tope rae Esiri ae Dim hse dala so epee on ou con chosen pullis lables and otk eee 4 Select SQL ODBC as your source on the Data tab The Log On Server dialog box appears Cra K dBASE fin c Ewes ao ko DEC biJ Acces 37 Databurw DEAS DC Ta Fies Thatta Fie 5 Select the data source you set up for OSAS ODBC data under the Windows ODBC Administrator ODBC Kit User s Manual E 3 Crystal Reports References The Choose SQL Table dialog box appears 6 Select the ARCU file Add a
38. anged 2 If you want to update the description with changes enter Y if not enter N 3 If you want to update the field type with changes enter Y if not enter N 4 If you want to update the field length with changes enter Y if not enter N 5 If you want to update the GENERAL Report Writer name with changes enter Y if not enter N 6 If you want to update the notes with changes enter Y if not enter N ODBC Kit User s Manual 4 23 Fields Dictionary Tools Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and return to the Fields screen press P or A and use the Proceed PgDn command If you select P enter your options for each changed or appended field 4 24 ODBC Kit User s Manual Indexes Features Use the Indexes function to define the keys used in OSAS Mkeyed data files You must be familiar with BB field and file types in order to use this function Reports No report is associated with this function Screen Use Screen Description Indexes Use the Indexes screen to add and edit data dictionary information about the keys used in OSAS MKeyed data files ODBC Kit User s Manual 4 25 Indexes Dictionary Tools Indexes Screen T AS pU gue Ls Dus p pum Indera blericaBpy al Tlie Sige File Hans SPCh 4 nfr dice EHUR Req Db rtnirica o 1113312 amp OG bidaiz Key Hn CO0001 cf DDOOOGL Entec edit Append Change
39. ars Paste the clipboard Ctrl V Criteria Fields into Field enter PAST_DUE in the Column heading field click Add and then click Close You are returned to Microsoft Query The PAST_DUE column is added to the query Select Save from the File menu to save the query Select Return Data to Microsoft Word from the File menu You are returned to Microsoft Word If you have no merge fields defined in the document a Microsoft Word message box appears TI kmj lpr ap reep Per in pap niin document Chas thee E Main aa a ba a meant rece kb P pour man det z x t Select Edit Main Document ODBC Kit User s Manual References Microsoft Word The Mail Merge Helper dialog box closes and you are returned to the document Sie bi pa pmi peal pud take quake pedi am uu nami fen o0 JBF ee Ree 2 pA 0 ari Hare Bais mame dened Paica E HERG 2 er F e maai L Hemd xi is T bi HE t3 32 Use the Insert Merge Field button to insert the fields such as the CUSTOMER NAMED from the query into the form letter Use the Insert Word Field button to insert Word fields such as the current date into the form letter When you are finished with the letter select Mail Merge from the Tools menu ODBC Kit User s Manual D 11 Microsoft Word References 33 The Mail Merge Helper dialog box appears Tha man document and date caron as ready bo merge Cham the Fee futon bo compete Hoa marga Mom pe Hone et Han daa
40. ath to ARHIxxx to your configuration file to access your history files You must edit the data dictionary file and your configuration file to reflect the pathing change See page 4 7 for more information on editing the configuration file If you have multiple companies i e 1 2 3 etc you must add the new DATA2 line to the configuration files for all companies even if the files are stored in a different directory ODBC Kit User s Manual Registration and Delivery If your computer is not or cannot be connected to the Internet you have several other alternative methods for sending and receiving the license registration information This appendix is divided into two sections Sending and Receiving Within the Sending section you ll find instructions for sending your registration request using these alternative methods E mail page G 3 Telephone page G 6 Fax page G 9 Other page G 13 In the Receiving section you ll find instructions for these alternative methods of receiving the registration verification information E mail page G 17 Fax page G 18 ODBC Kit User s Manual G 1 Sending E mail To send the license information via E mail you first need an E mail account Follow these instructions to request your license registration via E Mail Start on the License Registration and Delivery Methods screen Seger birir ies do poe part ka cared pow kcenaa andoanaiton ie dager V ek Enn 0 pad
41. ation filename in the Database Configuration field in the BASIS ODBC Driver Data Source Setup dialog box when you install the BASIS ODBC driver or when you access OSAS data using the BASIS ODBC driver LASS DOR WU S Ni TET ET Eras DataSource Sacris Daa Gorce fara 15565 Dd ka Dorgan HHH DEET CEEE Heo Do Py Reports No report is associated with this function Screen Use Screen Description Edit CONFIG TPM Use the Edit CONFIG TPM screen to create and edit database configuration files ODBC Kit User s Manual 3 3 Edit CONFIG TPM Edit CONFIG TPM Edit CONFIG TPM Screen jit 8 HT IG TPM Wa Field Definitions Field Name Description Path and Name of Enter the file path and name of the database configuration file CONFIG TPM File you want to work with If you enter a new path or database configuration file name a skeleton file is built DICTIONARY Enter the file path to the data dictionary files Enter a at the end of a directory path DATA Enter the file path to the company data Enter a at the end of a directory path SYSFIL Enter the file path to the OSAS system files Enter a at the end of a directory path CID Enter the company ID for the database configuration file 3 4 ODBC Kit User s Manual Edit CONFIG TPM Edit CONFIG TPM Command Bar Definitions Command Enter edit Append Line Write Change CONFIG TPM Names Saving and Exiting Description Move the pr
42. ave your entries and exit to the Files screen use the Proceed PgDn command ODBC Kit User s Manual 4 11 Files Dictionary Tools Edit File View Information Screen C SAS E Gating LX fnt isin Dirricmargy 8 4 Eit Fila View Infnrmacinn Mhere Lee File Heo PADE 5 Field Definitions Field Name Description Dictionary The dictionary extension is displayed Where Clause Enter the SOL WHERE clause selection criteria Use single quotation marks around strings For example APVE VENDORID ACEOO0T File Name Enter the file names 4 12 ODBC Kit User s Manual Dictionary Tools Files Command Bar Definitions Command Description Append Press A to add a file to link to from the current view file Write Press W to save your changes Select Statement Press S to edit the WHERE clause Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed PgDn command ODBC Kit User s Manual 4 13 Fields Features Use the Fields function to define and edit the fields in the data dictionary files Unless you are working with views you must be familiar with BB field types and the file s layout in order to define fields If you are working with a view build the field definitions from existing files with the Build view from file command Reports No report is associated with this function Screen Use Screen Fields Edit Append
43. bi pace zrxcrakrad ETON ETI ck 1D5 EN BORESCORD ODBC Kit User s Manual Installation 20 21 Installing the ODBC Drivers Save the page as instructed If the C TEMP directory does not exist create it and save the text file there using the name in the instructions When you are prompted to register for another license click No Then click Next on the Registration Notification screen The installation process should continue with the Install A BASIS License screen If the screen appears click Yes to continue If it does not appear click on the Windows Start button and select Programs Then select the BASIS ODBC Driver folder and click on the Install a BASIS License icon Continue by installing the single user license ODBC Kit User s Manual 2 13 Installing the ODBC Drivers Installation Single User License Installation 1 If you have already received and installed the license file and entered a check on the BASIS Registration screen or if you are using the BASIS License Manager the ATTENTION screen appears Click Yes Pou pall ori be abis ia occanti ranspisin iur matalanon it t A a a dum oun 7 fra eng a BS Legere hone Do yrs saari n conim qu owes 2 The Install A BASIS License screen appears Select Install a single user BASIS ODBC Driver license on this machine and click Next V Lorigum Es appic denn io ee ba BAN Lernen lee FF d rr Thes GAGES Loma Lauralladon suae sal soni tall a
44. c i eui naar rap compa iaa Fires ey eios lom bum iine ard een chri Fire ie cmp pale ERS parse Next follow the instructions on page 2 41 to set up and configure your ODBC drivers 2 20 ODBC Kit User s Manual Installing License Manager for Windows You can use the BASIS License Manager to make the installation of multiple ODBC drivers on a network easier Rather than registering licenses for each driver on each computer you can register a multiuser license using the License Manager and then tell the ODBC drivers where to find the License Manager You can install and register the License Manager on any computer on your network running Windows SCO UNIX 3 2 5 and above Linux UnixWare or AIX You cannot use the License Manager if you want to run the ODBC drivers on Windows computers that do not use TCP IP as a network protocol nor can you use it on SCO UNIX versions before 3 2 5 and Novell servers In these cases you must register the driver on each workstation or install the License Manager on a machine running one of the supported platforms Follow these steps to install and set up the BASIS License Manager and the ODBC driver on a Windows computer 1 Start Microsoft Windows 95 98 or Windows NT 2 Insert the OSAS CD into your CD ROM drive The Autorun screen should appear automatically If it does skip to Main Installation Screen below if not follow steps 3 5 3 Click Start and select Run 4 Type
45. closing submenus and application menus and allows easy access to your common applications By setting up your Favorites menu you can access your most used functions or submenus by pressing the F2 key or selecting the mouse pull down menu Favorites Menu Text Style r Favorites Manu TODO amp F Trane one GL Edit Trmnsmc t If Transfers Jant nal There are two ways you can set up your Favorites menu depending on if you use the text style menu or the graphical style menus To set up the text style Favorites menu follow these steps 1 Move your cursor to the submenu or application that you want placed in the Favorites menu 2 Press F10 You can press F2 to verify your selection was added to your Favorites menu To remove an application 1 Press F2 to display the Favorites menu 2 Move your cursor to the submenu or application you want removed 3 Press F10 ODBC Kit User s Manual 1 25 Favorites Menu Introduction Favorites Menu Start Style aP Tim nae a ieu bon Para ab id RF biim lam Pango AP OL Coder Pid Finde Eaggictnors Plano To set up the graphical style display follow these steps 1 Position the cursor over the submenu or function you want placed into your Favorites menu 2 Right click on the function or submenu The Favorites menu set up box shown below appears 3 Click on Add to Favorites 1 26 ODBC Kit User s Manual Introduction Favorites Menu Screen Use Scr
46. dows Start button and select Programs Then select the BASIS ODBC Driver folder and click on the Install a BASIS License icon Continue by installing the license ODBC Kit User s Manual 2 29 Installing License Manager for Windows Installation License Installation 1 The Locate License File screen appears Enter the path to the license file or click Browse to search for the file on your system Click Next to continue Lacan corna Fin Typa Ce bcsi anat nane ad o ice Fl Dr achis the in iy dicing lkas l aa W Erim Linoren information fitis ces a 7 Lacan Plane mS Has ID S 2 After you have located the license txt file the Installation Successful screen appears rri claims oia ermal Ti Tie BASES pt lu Me aha redes Dora md pol rael eme or h m LJ When you click Yes and the BASIS License screen appears again click No to complete the license installation 2 30 ODBC Kit User s Manual Installation Installing License Manager for Windows 3 When the Installation Complete screen appears click Finish to complete the license installation 4 Ifyou are instructed to do so you may need to reboot your computer after the installation is complete For now click OK ODBC Kit User s Manual 2 31 Installing License Manager for Windows Installation 5 The driver comes with a text file that contains technical information about this revision of the ODBC driver If you want to view this infor
47. e instructions later in this chapter to install the License Manager first then follow the instructions below Pay special attention to notes labelled License Manager Installations Only Installing the Drivers 1 Start Microsoft Windows 95 98 or Windows NT 2 Insert the OSAS CD into your CD ROM drive The Autorun screen should appear automatically If it does skip to Main Installation Screen below if not follow steps 3 5 3 Click Start and select Run 4 Type the letter of the CD ROM drive a colon and a backslash Then type autorun to start the setup program For example d autorun 5 Click OK ODBC Kit User s Manual 2 5 Installing the ODBC Drivers Installation Main Installation Screen The Main Installation screen appears I aS TERES ee 6 Click Install BASIS Products 7 Click BASIS ODBC Driver Select Product to Install EAS ODAC Diis RAWS License Kimager fnr NI 8 The Choose Setup Language box appears Scroll down to highlight the appropriate selection and click OK EI UIETTM O O B ey Dea Joem 2 6 ODBC Kit User s Manual Installation Installing the ODBC Drivers 9 The BASIS Welcome screen appears Read the text carefully and click Next to continue 10 Before you proceed locate the License Registration form you received with the ODBC Kit and keep it handy After you read the software license terms click on Yes to accept the agreement ODBC Kit User s Manual 2 7
48. e in your Excel spreadsheet For this example start with one table and add a second table later Select the SOTH table select the columns for the spreadsheet and click Next The Filter Data box appears Villas Een Gita bz apache he meet in rekia irs pear gue V yoa erit nani Va Bar Hem dala chc Hast Loki ro Her Dish irae are Fd heit Use the Filter Data dialog box to select specific records from the table In most cases you do not need to choose anything in the Filter Data dialog box For example to filter out credit memos select the field named TRANSACTION TYPE select does not equal and then enter 4 for a value TRANSACTION TYPE 4 is a credit memo ODBC Kit User s Manual B 5 Microsoft Excel References 11 Click Next The Sort Order box appears Qe ee Get Dede be pecs hee voc poat eus daba arb V yox dort vani Ka cori the dala click Hea Use the Sort Order dialog box to select how the data is sorted in a query For example select a field in the Sort by field and check Ascending or Descending for the sort order Select subsequent fields and sort orders for hierarchical sorts For now do not enter any sort fields 12 Click Finish B 6 ODBC Kit User s Manual References Microsoft Excel You are returned to the Microsoft Query screen 2 3 ple Eo LEES CETT Mfg The data in your query is displayed You can delete columns by selecting a column and pressing the Delete key You can also add a col
49. eee Pg P ODBC Kit User s Manual A 3 Microsoft Access References 2 Select ODBC Database in the Files of type field Select the Machine Data Source tab The Machine Data Source tab is displayed File aks aoe Fixer Looks bone Tita sace sie Tues Deep a m aD Uw TAA dmi Uis aH Fie Ui vmi Fi Ui 5 Lies XT Laai lip Dow Ure Dus hake eat Fire ine pany Me A Mach ata mace e gece ko Ue moraris eed Care po dard RM Ls RL OS bo ee Da biji ce Gee t IBI can ba weed bp ali ur on tho machina oo bp a qed rica 3 If you have set up an OSAS ODBC machine data source select it and click OK otherwise click New Clicking on New starts a data source creation wizard that will guide you through the process for setting up a new data source Refer to chapter 2 for instructions for creating a new data source A 4 ODBC Kit User s Manual References Microsoft Access The BASIS ODBC Driver Data Source Setup screen appears fa Det TEET aon ca Date pasne Hives SAS Cae ke Comme H ncpon gare H data lin Cans EE P at Heip C vuchbire S onag pn Pem Limit Auhen Haad Treat i Opera Read Dei conis 7 Force Fle Lees U puse on FAT Spice IT Danbie Uie ni Math Cognos F dd Mapes Finca i Finca IC Erabi Fiere Fastwark Ler Btn F7 da Dig buman Mai I Ho Gaii Kay Choking on CREATE TABLE Deo Rol daimiai gl Fidi Tabs IL Peck puree ove d digi erg Ty Fudd vabi length coke oath rae Log
50. een Add to Remove Favorites Change to Favorites Main Sample data Live data Setup Function Information ODBC Kit User s Manual Description Use the Add to Remove Favorites menu button to add the desired submenu or function to or remove the submenu or function from your Favorites menu Toggles your display menu between your Favorites menu and your Main menu Switches between your sample data and your live data Clicking on this button or pressing F9 sets up the selected application Setup works only in certain applications If an application requires a setup function you will find instructions in that application s user s manual Displays information about the selected function 1 27 Function Commands Once you select an OSAS application function from the menu the function screen appears The way that you enter data on OSAS screens is consistent from function to function To move around the OSAS screens you use the function commands described below Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys You can use the commands to work with data entry screens Except for the Command Help Esc and Jump Tab commands and the Enter key you can use the Keyboard function on the Workstation Configuration menu to reassign any function key to any command see the Keyboard function on page 2 7 Resource Manager User
51. eginning on page 2 30 15 When the License Registration Information screen appears enter the Serial Number and Authorization Number from the License Registration form The host ID is determined automatically for this hardware The other fields are optional Click Next to continue 2 26 ODBC Kit User s Manual Installation Installing License Manager for Windows Web Browser 16 Ifthe computer on which you are installing the BASIS License Manager is connected to the Internet you should use the Web Browser registration method This is the easiest and fastest way to register your license To use the Web Browser method click Next If this machine does not have access to the Internet or if you prefer one of the other methods listed for sending your request or receiving your license follow the associated instructions in Appendix G ODBC Kit User s Manual 2 27 Installing License Manager for Windows Installation 17 The License Information Confirmation screen appears Verify the information and click OK Pines coal thal aden Galo d coc Ay od da birena nosi plate chek Casc bo raba bha ECELLMP hna MOTE Jus anceaneed ea e sil Os a TRH oul hosnce ei Han darte E Tul Akh SS IT mg CEJ om Your registration information is sent using the default web browser on your computer and this message appears Click OK to continue n steep eli be marde kx rand ee wu pour seb een D Ferr arbem
52. end the contents of the screen to a printer or a text file Open an Information menu Each selection on the menu is an information window that you can access if the Info flag appears at the bottom of the screen Each window contains a category of information about the field you are in Move the cursor back to the first field on the screen or to the first field after the key field without erasing the entries or changes you made Approve the data on the screen change the file accordingly and proceed to the next spot field or screen Move the cursor to the next block of data on the screen or to the next field that requires an entry Move the cursor to the next field and accept the data entered Move the cursor up or back one field If you changed the information in the field you were in before you used this command the change is lost when you move the cursor up If verification is turned on you must press a key twice to verify that you want to perform that operation If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function on page 2 23 in the Resource Manager User s Manual To turn the bell back on use this command again If this option is turned off the cursor stops at every field possible To make the cursor skip the fields that do not require an entry use this command to turn the option on ODBC Kit User s Manual Introduction F
53. ense Server Then click OK Now you can install your ODBC drivers Follow the instructions on page 2 5 to install the drivers ODBC Kit User s Manual 2 33 Installing License Manager for UNIX Linux You can use the BASIS License Manager to make the installation of multiple ODBC drivers on a network easier Rather than registering licenses for each driver on each computer you can register a multiuser license using the License Manager and then point the ODBC drivers to the License Manager when you use them You can install and register the License Manager on any computer on your network running Windows SCO UNIX 3 2 5 and above Linux UnixWare or AIX You cannot use the License Manager if you want to run the ODBC drivers on Windows computers that do not use TCP IP as a network protocol nor can you use it on SCO UNIX versions before 3 2 5 and Novell servers In these cases you must register the driver on each workstation or install the License Manager on a machine running one of the supported platforms Follow the steps below to install the License Manager on a UNIX or Linux based system You can install the License Manager on computers with these operating systems SCO UNIX version 3 2 5 and above Redhat Linux version 5 0 and above Slackware Linux version 3 6 and above AIX version 4 1 and above UnixWare The License Manager for Linux is available on CD only The installation steps that follow are organ
54. er When you enter the lot number you can use the and wildcard characters to restrict or widen the search Search for an item based on serial number When you enter the serial number you can use the and wildcard characters to restrict or widen the search Search for an item based on item description When you enter the description you can use the and wildcard characters to restrict or widen the search You can use the following commands when a report is displayed on the screen Key PgUp PgDn Home End F7 Exit Left Arrow Right Arrow Tab Toggle Operation Move to the previous page of the report Move to the next page of the report Move directly to the top of a group of pages Move directly to the bottom of a group of pages Exit to the menu from any point in the report Move left one character Move right one character Toggle between the left and right halves of a report ODBC Kit User s Manual Introduction Function Commands Key Up Arrow Down Arrow Operation Move a line up and down the screen to line up information when you toggle between halves of a report Scroll Region Commands When the prompt gt is in a line item scroll region you can use the following commands Key Down Arrow Up Arrow PgUp PgDn Home End F3 Delete Ins Insert Enter Edit ODBC Kit User s Manual Operation Move down one line item
55. er s Manual References Microsoft Word The BASIS ODBC Driver Data Source Setup box appears ASS OCD Deye Data Sow Cen quater Ei De rca Howe SSE Da ka Coming H Bercspton Conpuarg H dala ric cand Dunas Hai es rp iiia imi i Auerin Haad Traat I Bead Dei hessa Pesos Fle Lees lipire on FAT Spies T Dise Lon of Mah Copmiceacn T kpa Milgi Fluch ie a Fian Ir Erabilia Fica rg F shwark Lert Buts 7 iiig ras Mah Ir He Brio Fase Doe on CREATE TABLE r Do Pci Pad cnc Feii Tables IL Pack puree ove fa gts erm Tw Fed abie rgh cobra oa bomo Logan Ir Log E oer i sean qaa T LogFunckon Calls F Gog Pile ccm kr vary D piricaben p Dale Coke badiat ag DEN Type Charecte Sal T ranilsaor SSS 12 Enter a name and description for the data source Click Browse to locate the configuration file you set up using the Edit CONFIG TPM function in OSAS When you set up the data source you must click to check the Pad variable length columns with spaces box so that any updates you make to the OSAS files will be padded correctly Then in the Dates section of the window enter DATE in the Column Suffix es field so that dates will be displayed in the correct format If you are using OSASC and you use the data server to access your data enter your login name in the Network User ID field ODBC Kit User s Manual D 5 Microsoft Word References 13 Click OK to connect to the data source You are ret
56. ext to continue ODBC Kit User s Manual G 13 Sending References 4 Read the Warning screen s instructions carefully Click OK to proceed 5 The License Information Confirmation screen appears Confirm all the displayed information and if it is correct click OK If it is not correct click on Cancel and reenter the information G 14 ODBC Kit User s Manual References Sending 6 The Save As screen appears Save the license file on a diskette or a network drive Click Save DIT ETT TIL x BuNEEEEEEKEENNSEN net a toed ow 7 Insert the diskette in or access the registration file from a network drive on a computer with E mail access 8 Send the file via E mail 9 An E mail message or fax is sent to you Follow the instructions on page G 17 to register the license information on the original computer ODBC Kit User s Manual G 15 Receiving In the License Delivery Method box you have three choices on how you will receive the license information once the registration is complete If you are sending the information using your web browser you will receive the information back through the browser The instructions for the web browser method can be found in chapter 2 When you send your license request using the E mail Fax or Other methods you can receive your license information via E mail or fax When you send the request using the Telephone method you can receive your license informat
57. f the message End of Page appears at the bottom of the report screen you can press Enter to generate the next page of the report If the message End of Report appears at the bottom of the report screen you can press Enter to exit to the menu you selected the report from e Ifyou need to change some selections before you produce the report select E and then press Enter To end the function and return to the menu without producing the report select E and then use the Exit F7 command ODBC Kit User s Manual 1 39 Installation Introduction Installing the ODBC Drivers Installing License Manager for Windows Installing License Manager for UNIX Linux Configuring the ODBC Drivers ODBC Kit User s Manual 2 3 2 5 2 21 2 35 2 41 2 1 Introduction This chapter will guide you through the procedures required to install and set up the OSAS ODBC Kit on your computer Follow these steps 1 Use Resource Manager to install the ODBC Kit on your computer See the Resource Managers User s Manual for instructions on installing applications 2 Usethe Edit CONFIG TPM function in the ODBC Kit to set up a configuration file pointing to a company s data files see page 3 3 3 Install the BASIS ODBC drivers and register your license s The BASIS ODBC driver is a 32 bit driver for Windows 95 98 and Windows NT that allows you to view and manipulate your OSAS data using any of the many popular Windows compatible productivity program
58. fe a 7 fra r fa r Dis ee oues cem Jo ne jJ Leere Lerep Erici Hae do vnu i AE ia dada oput pna iomar E LETT TTD 79 C inta iru oma ques co cou cada n Ha Fa nomen 1 In the Registration Method box click on the E mail button 2 Inthe License Delivery Method box click on the receiving method you will use You can choose to receive your license registration information by E mail or by fax 3 Click Next ODBC Kit User s Manual G 3 Sending G 4 References 4 The License Information Confirmation screen appears Confirm all the displayed information and if it is correct click OK If you made a mistake click Cancel and correct your entries Lemar noumaren ud am ad ee x Fike echo the olinionmaaon Dekor cope Hamel the jadran rnc measc paar check Carai to maha He re haga ROTE Ara pones inkosecsripe aisn a Fan E aoai paa kom regnis anions Finn thrian Erud Arie com eur Huria enean fattest Hume ETT C amp J ce The Success screen appears when the E mail has been sent Click OK to continue The Register Another screen appears Generally you will require only one license for this computer Click No and the Registration Notification screen see step 8 appears If you use other BASIS products aside from the ODBC Kit you can continue to request licenses for those products by clicking Yes When you do the License and Registration screen see step 1 appears
59. ferences e Installation explains the steps necessary to begin using this application in your company including how to install the application on your system e The last part of your manual is made of several chapters each chapter describing a function group within this application Mouse Conventions The standard mouse has two buttons left and right each performing certain functions In this manual we use these terms for using the mouse click right click double click and deselect The click is a single press on the left mouse button Place the cursor over the desired function and press the left button to enable or select that function A right click is a single press of the right mouse button To double click move the cursor over the desired function and quickly press the left mouse button twice If there is too long a pause between clicks the computer may interpret your action as two separate clicks and may not perform the desired function ODBC Kit User s Manual 1 7 Conventions Introduction To deselect an object move the cursor off the icon or folder onto a blank space within the window and press the left mouse button Some mouse manufacturers allow you to change the function of the mouse buttons for those who prefer for example to use the mouse with their left hand In this case reverse the commands when you use them For example a click refers to a single press of the right mouse button while the te
60. fields by dragging and dropping them Column titles on the sample report have been deleted To insert text fields on the report follow these steps 1 Select Text Object under the Insert menu to add text fields 2 Move the cursor to where you want to add text to the report 3 Type in the text ODBC Kit User s Manual E 7 Common Questions These are commonly asked questions about the ODBC Kit I get a message that the user count is exceed Wait a few seconds for memory to cache out the last activation of the ODBC Driver The message usually appears if you try to access a second data source soon after you finished using the same connection with a different source What is DDBUILDER DDBUILDER is the BASIS tool used to create the data dictionary You can use the DDBUILDER or the OSAS functions on the Dictionary Tools menu to create the data dictionaries needed to work with ODBC What is the best way to access data from each of my companies using the ODBC Kit The best way to access data from different companies is to create a configuration CONFIG TPM file for each company Include the company ID as part of the naming of the configuration file For example CONFIGH TPM where H is the company ID You must create a unique data source using the ODBC icon in your Windows Control Panel to correspond to each configuration file NOTE Make sure the name of the configuration file conforms to the DOS short file naming convention maxi
61. hird party ODBC and SQL language that cannot be used for field names The field description for view files is View Column Enter the actual field name that this view field is based upon using the FILE FIELD format For example if the view field is based on the CUSTOMER ID field in the ARCU file enter ARCU CUSTOMER ID Enter one of these characters to describe the data in the field C Character N Numeric U Unsigned Integer I Signed Integer F IEEE Float D BCD Float B Business Math X C Float Y C Double If the numeric is a Boolean enter B If the numeric is a julian date enter J If the numeric is any other numeric enter O If the field type is non numeric this field is not available If the field is of variable length and requires a field terminator enter Y if not enter N Enter the decimal code that is used to represent a field terminator in your file All OSAS standard files use 10 for their field terminator Enter the length of the field in bytes This field is set to 1 and cannot be changed Enter the name to be used in the GENERAL Report Writer 4 21 Fields Dictionary Tools Field Name Description Variable Enter the variable ID used to represent the field If this application uses string templates leave the field blank Notes Enter any descriptive notes Command Bar Definitions Command Description Enter edit Move the prompt gt to the line you want to ed
62. iguration file for each company installed in OSAS whose data you want to access using the ODBC drivers Dictionary Tools Use the functions on the Dictionary Tools menu to set up and maintain information about your data dictionary For example use the Update Reserved Words function to establish and update information about reserved words for the version of SQL you use Dictionary Reports Use the Dictionary Reports functions to verify that field names are not SQL reserved words to produce a list of field and file names in the data dictionary Application Interaction The ODBC Kit is an application that translates your OSAS data into fields accessible through SQL Structured Query Language You can use SQL to access any application included in the data dictionary that you have access rights to ODBC Kit User s Manual 1 5 Conventions Your manual will help you to install OSAS on any standard machine within many popular operating systems and help you with your accounting software questions In the manual we use the term Conventions or standards to help describe complicated processes new terms and to help you use your OSAS applications Manual Conventions This User s Manual is divided into these sections made up of several chapters e The Introduction provides an overview of this application and the OSAS system including installation procedures graphical and text based application features and function key re
63. ing PgUp repeatedly or by pressing the Tab key You can exit from a menu in these ways e Press the PgUp key to go to the previous menu one menu up e Press the Tab key to go to the Main menu e Use the Exit F7 command to go to the operating system 1 12 ODBC Kit User s Manual Introduction Text Menu Function Keys Used in the Text menu Most keyboards have a set of function keys usually labeled with the letter F and a number Within the menu commands are assigned to these function keys You can use the commands to work with data entry screens Except for the Command Help Esc the Jump Tab commands and the Enter key you can use the Keyboard function on the Workstation Configuration menu to reassign any function key to any command see the Keyboard function on page 2 7 in the Resource Manager User s Manual Key Esc Command help F1 Function Help F2 Favorites Menu F3 Change Company F4 Access Code F4 twice Other Menu F5 Live Sample swap F6 Workstation Date F7 Exit ODBC Kit User s Manual Operation Views the list of commands for the menu To close the commands window press any key Displays help information for this function Displays the Favorites menu or changes to the regular menu from the Favorites menu Allows you to switch between companies Displays the Access Code prompt Opens a menu of utilities A calculator and Global Inquiry which con
64. initions Inquiry Inquiry 4 4 Field Name From Dictionary To Dictionary Copy Application ID File Name To Name Description Enter the extension of the data dictionary to copy from Enter the extension of the data dictionary to copy to To copy all application files enter 1 to copy a specific file enter 2 to copy base dictionary tables enter 3 If you entered 1 enter the application you want to copy file information from If you entered 2 enter name of the file to copy file information from and the name to copy to ODBC Kit User s Manual Dictionary Tools Copy File s To Dictionary Command Bar Definitions This screen has no command bar Saving and Exiting To save your entries and exit to the Main menu use the Proceed PgDn command ODBC Kit User s Manual 4 5 Files Features Use the Files function to set up and maintain data dictionary information about the data files used in OSAS programs to construct views of the OSAS data files and to delete unnecessary file definitions from the data dictionary Back up data dictionary files files with 1 as the file extension before you delete modify or create files in case you make mistakes A view is a structured query language SQL term that represents a glimpse at the data contained in your files The fields in a view can be from more than one file Views can also have criteria applied For example a view can include vendor
65. ion by fax only Follow the instructions below if you receive your license information by E mail For instructions on Fax licenses turn to page G 18 E mail 1 Follow the installation steps for the Sending method you choose and click the E mail button in the License Delivery Method box 2 When you receive a return E Mail containing your license registration information follow the instructions in the E mail to save the information to a file 3 Continue the installation by installing the license as described on page 2 14 ODBC Kit User s Manual G 17 Receiving References Fax 1 To receive the license by fax click the Fax Number radio button 2 Enter a 10 digit fax number that you want to use to receive the license file 3 Click the Fax Number button and enter the fax number at which you will receive the license file information In the Country list box select the appropriate country and click Next 4 Click Next to continue with the installation process using the Sending method you chose When the fax arrives follow the steps below to install the license information 1 The Install A BASIS License screen appears If you do not see the Install a BASIS License screen you can start the license installation by selecting the Install a BASIS License icon in the BASIS ODBC Driver folder on the Windows Start Menu a eos pea Bos i rials DAS Lic ce G 18 ODBC Kit User s Manual References Receiving 2 To insta
66. istration or you can print the information and use it to place the call from another location If you do not want to print the information click Close after you call otherwise click Print 5 The Print screen appears Click OK to print the information you need to send to request your license ODBC Kit User s Manual G 7 Sending References Here is an example of the document that prints TELEPHONE LICENSE REQUEST Inside the United States 1 505 338 4171 Outside the United States 1 505 338 4171 To receive your license please call the appropriate phone number above and be prepared to enter the following information Serial Number DOH100200 Authorization Number 1234567890 Telephone Registration ID 300 1 0099 123 2 Kour Fax Number 612 403 5700 If your Faxed license has not arrived within 5 minutes please try again or contact BASIS Technical Support at 505 345 5021 for assistance If there is a delay receiving your permanent license you may install the temporary license located at the bottom of your License Registration Form 6 To complete the installation of your driver call the phone number on the screen or printout Follow the instructions on the voice recording to enter the information on the screen or printout 7 Within a short period of time you should receive a fax containing your license information Follow the instructions on this screen and click Next lire Hess pcm arnand Decree Ble Eg
67. it and press Enter Append Press A to add a file Write Press W to save your changes Build view from file Press B to build fields from a file This option is available only when the file selected is a view Enter the file name to build the fields from in the screen that appears Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed PgDn command The other fields are scanned for matching field names If data changes have been made the Update Fields screen appears to update other fields with the changed data 4 22 ODBC Kit User s Manual Dictionary Tools Fields Update Fields Screen USAS DD Su Eat Pus dbi Fimida OLEL Dae 1 TllE Sige File Hans ABRT Latch Contral Filia nfr doce g Filid Hime beserlprics Type Len mares BATCH ID Batch ID c gt LOCK TLAG Lock Fle T a DEBCRIFTION p pita Fields 1 STATI JALEA Update Fields mutcmuti alliy nr peaompt fur IP Unprinted F STATUS CREDI Gach Ileld lp Dnpo inte F STATES BCPT i UnprLnrbedg T STATUS DEP 3 Daz rigtizcn Wa llnprirnresd 7 BATCH STATUS Field Type TES E fold HUBBER OF TE Fiela Lengrh YE TOTAL CF TR BM Mare TES War need CONTROL TUOTA Hores TES Umad ACCESS HAHE Field Definitions Mrite Champa YI Line Ho join or ie 1 Enter Automatic to have fields updated by the system enter Prompt if you want to be prompted for every field to be appended or ch
68. items on previous menus ODBC Kit User s Manual 1 15 Graphical Style Menus Graphical Main Menu T eect dire Eje 2 miis er E am DEDE Lee d Vas Po T iepa DPE Ud Sa Ti acu sar c Introduction zl dz re S Y STEMS ING You can exit from a Graphical menu in these ways select a button from a previous menu e press the Tab key to go to the Main menu e click the Close box in the upper right hand corner of the window to close OSAS e use the Exit F7 command to close OSAS select Exit from the File Menu to close OSAS ODBC Kit User s Manual Introduction Graphical Style Menus Start Main Menu TD TPA Gee HSS Sey fee Be oat Feats Dia Bb BHO kajel JESE Bion Tae a p H maker Sunol j LEN SYSTEMS ING You can exit from a menu in these ways e press the left arrow key to go to the previous menu one menu up e hold the mouse over a different menu item e press the Tab key to go to the Main menu e click the Close box in the upper right hand corner to close OSAS e use the Exit F7 command to close OSAS e select Exit from the File Menu to close OSAS ODBC Kit User s Manual 1 17 Graphical Style Menus Introduction Special Commands in Graphical menus Right click to display the Special Commands menu which allows you to perform these special tasks From the standard menus e adda function or menu to the Favorites menu e change to the Favorites menu e change from live
69. ivot table SOORDERS XLS Sales Orders Pivot Table Lookup e ARCUST XLS Customer History Lookup and Graphs This appendix includes instructions for using Microsoft Query with Microsoft Excel If necessary you can install Microsoft Query from the Microsoft Office 97 media You may also need to create a shortcut to Query manually ODBC Kit User s Manual B 1 Microsoft Excel References You can find additional information about using ODBC with Microsoft Excel on the Open Systems web page on the Internet at http www osas com Building a Query For a Pivot Table 1 Start Microsoft Query Under the File menu select New The Choose Data Source screen appears Lhass ata ounce H3 Arrarz 2 Databaars re rhaa fet Ls Tem Files rent s hm bed ES F petens wnat io comment ms 2 Select New Data Source and click OK The Create New Data Source screen appears Citai Hew Clots Sigii BE Whal nara cio yoo eant bo gece pour cada rasca I ear Takei a cn Fon the type od giLa gc end ite acc z Hii GES Gee IT a Click Connact and ante sp nomee equated Eg ha des 3 Enter a name you want to give the data source in field 1 You can use the same source again B 2 ODBC Kit User s Manual References Microsoft Excel 4 Select the BASIS ODBC Driver in field 2 5 Click Connect The BASIS ODBC Driver Data Source Setup box appears 6 Enter a name and description for the data source Click B
70. ized in three parts e Installing and setting up the BASIS License Manager e Requesting the BASIS Product License e Installing the BASIS Product License ODBC Kit User s Manual 2 35 Installing License Manager for UNIX Linux Installation 2 36 1 At the main terminal log in as the root user in multiuser mode Login root Password Create a directory for the BASIS License Manager For example mkdir usr basis If you are installing from a CD start with steps 4 8 then skip to step 12 If you are installing from diskette skip to step 9 below CD ROM 4 Insert the OSAS CD into the drive Mount the CD ROM drive for your system For example umask 0 mount dev cdrom mnt cdrom Then enter the following command to change to the CD ROM directory cd mnt cdrom Change to the appropriate directory Slackware Linux cd BASIS LM LINUX SLAK WARE Redhat Linux cd BASIS LM LINUX REDHAT SCOS UNIX cd BASIS LM SCO5 Copy the untarred file into the directory you created cp BLMGR61EZ usr basis Change to the directory you created For example cd usr basis ODBC Kit User s Manual Installation Installing License Manager for UNIX Linux ISKETTE Insert the License Manager distribution media into the drive Change to the directory you created in step 2 For example cd usr basis To copy the files enter the appropriate command for your operating system and the installation
71. ll and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Microsoft Query 97 Information about using Microsoft Query is contained in appendixes B and D See those appendixes for specific examples ODBC Kit User s Manual C 1 Microsoft Word This appendix walks you through creating a dunning letter using the ODBC Kit Microsoft Query 97 and Microsoft Word 97 If you require more information about Microsoft Word consult the Microsoft Word User s Guide or Online Help Before you can create this form letter complete these tasks e Install and set up the ODBC Kit e Install and set up the BASIS ODBC drivers e Install Microsoft Query 97 and Microsoft Word 97 This appendix includes instructions for using Microsoft Query with Microsoft Word If necessary you can install Microsoft Query from the Microsoft Office 97 media You may also need to create a shortcut to Query manually To create a form letter create a query for the form letter and merge the letter and query follow these steps 1 Start Microsoft Word ODBC Kit User s Manual D 1 Microsoft Word References The Word main screen appears i Habil tid Diecast Tre D dee pei Fue pues Tete rte iem E i he ial ri T Selig wal emer 7 BEE RE 0 ke m rud Li F Taaa SE karie decur Tuc Fuss ee Peret Doe Lx aa Cal eee aid Late Lee aged Famil wi we iai cdi 2 Select Mail Merge from the Tools
72. ll the license click Yes This screen appears 3 When you click Next to install a single user license on this machine the BASIS License Information screen appears ODBC Kit User s Manual G 19 Receiving G 20 References 4 Click the Enter License Information button and enter the information from the bottom of the fax you received into the eight fields shown Enter the information exactly as it is printed on the fax Pay special attention to the upper and lowercase letters When you finish click Next The Installation Successful screen appears ae Lg dd MEL uL EL iig hm e Click Yes and the BASIS License screen appears again Then click No to continue 6 When the BASIS Data Server Connection screen appears click Next Hau aer plang ie conor a DUC De Dare pod ed Hasc fac Fan a bhp purae ipag Vu E5543 Levee Hiara i ranning iai corde Ha reshti Biera a We BREF Tta Cesta Hye am ures ol Hep ree r Eun parcunt pee corigci uua debet acras ates ln peed iro Hen alu mg BASES Dabo Sero een the et om Md mai es c PUTER K ATIO HAL BASIS Lem o ose j ODBC Kit User s Manual References Receiving 7 Click Finish 8 If you do not want to view the readme txt file uncheck the box In any case click Finish to continue ODBC Kit User s Manual G 21 Receiving References 9 The Setup Complete screen appears If you do not want to restart your computer now select No If you wa
73. lts Displays information about the applications you have installed Graphical Style Menus Introduction Window Title Bar Menus 1 20 When working using the graphical menus you can use the pull down menus and tool buttons with graphical icons to access functions without using the function keys While the function keys still work in the graphical menus the menu bar and tool buttons offer you a choice in how you access certain functions Using the mouse move the cursor to the menu and click once or click on a tool button for the function desired Pictured below are the OSAS pull down menu and tool buttons File Tools Favorites Other Help Eej File Menu BES AES Tools Favorites Other Help Access code Sample data set Workstation date F5 F4 F5 Exit Command Access code Sample data set or Live data set Workstation date Exit F Tool Ke Button y F4 E F5 F6 F7 Result Displays the Access Code dialog box See Access Code dialog box below Toggles between the sample data and the live data Displays the Workstation Date dialog box See Workstation Date dialog box below Exits from OSAS ODBC Kit User s Manual Introduction Graphical Style Menus Access Code dialog box 1 Enter the access code 2 Click OK to save your entry and return to the Main menu or Exit to abandon the dialog box and return to the
74. matiion click Finish if you want to continue without viewing the file uncheck the box and then click Finish or by oha pogan one podam hace lar ell bu upcarar T ihe pest Fine pau cesi ad pong maiwa E i z is liie tha chech Dini Lis vato Puis boire bd Bde emma Hear mdra bla pu well ba pearspkad to reboot your ptam Thank gau i rheaung ASPLI k i peages 6 The Setup Complete screen appears Before you can use the License Manager you must restart your computer To restart your computer now select Yes and click Finish To restart your computer later select No and click Finish ahaj ors dnl Ign He n pan Faai kap pons ran urs he preg pos muni mie dirum ca radi Careful e FF ii Tant ka rear compa rane V isi ang cope laa Fipe dey ae cas urn te rud ueri htt Fees ie CEE SBASIS ESS 2 32 ODBC Kit User s Manual Installation Installing License Manager for Windows Starting the Windows License Server Before you can user the License Manager with your ODBC drivers you must start the License Server To start the License Server follow these steps 1 Select BASIS License Manager from the BASIS License Manager folder on the Windows Start menu 2 The FLEXIm License Manager screen appears Tormi Saup Licenses Directos About Deere Leeren Hiraga sesehme E Loen imr Us ther Lic et hw Shoot fea Lem Seve Ba Leavin ana Siha 3 Click Start to start the Lic
75. menus to choose from The standard Graphical menu features application buttons that resemble many Windows functions The Start Main menu is named because of its functional resemblance to the Start menu in Windows 95 98 and Windows NT Featuring graphical displays access buttons for your installed applications and allowing access to OSAS functions via both the mouse and function keys both graphical style menus allow you a greater selection of interaction with OSAS and your data Both graphical style menus are available in a Windows environment only Much like the Text menu when you select an application in either graphical menu the application s menu presenting several related functions is displayed beside the Main menu Selecting a function leads you to a function screen or to another menu If you are using the Graphical menu click the appropriate button with the mouse to select an application from the Graphical menu To select a function from an application menu click the function s button with the mouse the same way as you do for an application If you choose the Start menu you can select applications from the Main menu in these ways e Use the arrow keys and press Enter Click the selection Hold the mouse over the selection From any application menu you can select a button from the previous menu to move directly to that menu If you are several menu levels away from the Main menu you can return to the Main menu by clicking
76. mum of 8 characters If your company ID is 3 characters in length you may want to use CONFGXXX TPM where XXX is the company ID ODBC Kit User s Manual F 1 Common Questions References Why are all of my dates being returned as numbers OSAS uses the Julian method of storing dates To translate the Julian date format into the standard MM DD YY or MM DD Y Y Y Y date format you must enter DATE in the Column Suffix es field in the Data Source Configuration screen see page 2 43 Data returned from ODBC doesn t seem to line up and the justification seems inconsistent When you defined your data source you did not check the box labeled Pad variable length columns w spaces You must always check this box when you define any data source I m using multiple data paths through OSAS because my history files for Accounts Receivable ARHIxxx are so large and my other data files are stored on another drive How can I access both my history files and the rest of my OSAS data files using the ODBC Kit F 2 Open the Files function in the Dictionary Tools menu of the ODBC Kit Locate the ARHI file and press Enter to edit the information related to that file name In the Edit screen that appears find the field labeled ODBC Path The defaulted path is DATA which coincides with the data path you specified in the configuration file you created for your data Change the default to DATA2 on this screen and then append DATA2 defining your data p
77. n is displayed The file size is displayed The file soft size the total of all field lengths added together plus the total number of fields in the file is displayed The field description is displayed The field type is displayed The field length is displayed ODBC Kit User s Manual Dictionary Tools Fields Field Name Description Notes The field notes are displayed Command Bar Definitions Command Description Enter edit Move the prompt gt to the line you want to edit and press Enter Append Press A to add a file Write Press W to save your changes Build view from file Press B to build fields from a file This option is available only when the file selected is a view Enter the filename to build the fields from in the screen that appears Goto Press G to go to a specific file Saving and Exiting To save your entries and exit to the Main menu press W and use the Proceed PgDn command ODBC Kit User s Manual 4 17 Fields Dictionary Tools Edit Append Fields Screen DE n FT mm FEA im DE fi Finlda _ DLE DEE EEJ FLIE Sige 128 File Wara SPCh 4 Cree Fils Dimrriburicz Code nfr Xtra in Edit Fimld Fiela Miker UD Field ID TYPE GLACCT Description Typa GLhEDTCTI T Fiela Type Humeraiag Type Umriakim Larng h o Field TermiracnE oO Field Length in Abray Elements l RH Hana TTPE GLLCCT Variable CHODE 1 15 Template GLACT
78. naa jas Hum i iir iiit ii DOGO 001 B0 1 00 7 To complete the registration use your fax machine to send the document to the phone number on the printout ODBC Kit User s Manual G 11 Sending References 8 Within a short period of time you should receive an E mail message or a fax depending on your receiving choice containing your license information Follow the instructions on this screen and click Next lire Hess panim arnand Gece Bs Eg WEE Faas rR Fale Bur rh tni cid pnd a on he dh im Call xd LLL ELLE LLLI Parr Raa Te eee Fik Tg en perianal ope aired ara cr blan cm ba imad om the SS r jee eugene a folie leur mpi eure m Enn BASIS Lem one j 9 The Install A BASIS License screen appears mial A DASI LETTE 1 fonda poni Bis in neha BASES cama If you received your information via E mail follow the instructions on page G 17 If you received the information by fax turn to page G 18 G 12 ODBC Kit User s Manual References Sending Other The Other option is useful for installing your license if the computer you are installing on does not have E mail or Internet access and you cannot use a fax machine to send and receive license information 1 In the Registration Method box click on the Other button 2 In the License Delivery Method box click on the receiving method you will use You can choose to receive your license information by E mail or by fax 3 Click N
79. nd then click Done You are returned to the Create Report Expert screen 7 Select the Fields tab or click Next gt gt The Fields tab appears E 4 ODBC Kit User s Manual References Crystal Reports 8 Select the following fields for the report CUSTOMER_ID e CUSTOMER NAME ADDRESS LINE 1 e ADDRESS LINE 2 e ADDRESS LINE 3 e CITY e STATE COUNTRY CODE e ATTENTION 9 Select the Sort tab or click Next gt gt The Sort tab appears Duis Festis o ated Foi ap baic n e Seb Cee bk ro us and ui b such i Cirio ard ber SL fins irs ibi defen iso Ql QR let bnc uie Wee Fon Repos Fendi Rear Feds ARTI OS Toei BI CUSTOMER HiH ARCU ADDRESS LINE gnri ann Se emen L Opler are zr Das Genet Ge Toe Tp J EE PST een fran sar 10 Select CUSTOMER ID to sort the report by 11 Select the Style tab ODBC Kit User s Manual E 5 Crystal Reports References The Style tab appears Duda Pitts Som Tota Toph Grah Select S Samu ret rend Hide ard enini a He uth de bd Lables ind beta i 12 Enter Customer Detail List for the title 13 Select Standard for the report style 14 Select Preview Report E 6 ODBC Kit User s Manual References Crystal Reports The report is displayed Li T T Er T T Li un TS m T Lij The example report included with the OSAS ODBC package resembles the AR Customer Detail List You can move the
80. ng of the field Move the cursor directly to the end of the field Restore a field to the way it was before you changed it You can use this command only while you are in the field once you move past it you must use the Abandon F5 command to clear the field Delete the characters in the field to the right of the cursor If insert mode is turned off and you enter a character in the field s first position everything in the field is deleted When you use the Inquiry F2 command several other commands become available for you to use in the inquiry window To shorten your data search use a partial key inquiry to cut down the size of the inquiry list For example if you know that the ID starts with J enter J in the ID field before you use the Inquiry command The inquiry list will start with J and run through the end of the list Key PgUp PgDn End Operation Display the previous page of the window Display the next page of the window Move directly to the last item on file ODBC Kit User s Manual Introduction Function Commands Key Home Down Arrow Up Arrow Ins Look up F7 Exit Enter Esc View commands Operation Move directly to the first item on file Move down one item Move up one item Enter a string of information If you have an idea of what you are looking for and the ID is longer than one character you can make a partial key inquiry to cut down the size of the inquiry
81. ns E mail To use the E mail receiving option your server must support incoming Internet E mail If it doesn t choose another method If you select the E mail option you will receive E mail at the address you specify that contains the license information Follow the instructions in the E mail to save the information in a file on your system Fax The license information will be sent to the fax number you specify In the steps below you can enter the information that appears on the fax to install the license Installing the BASIS Product License When you receive the license information you must install the license before you can start the License Server Follow these steps 1 From the BASIS License Manager menu enter INSTALL E mail If you received the permanent license file by e mail enter the full path and filename of the file you saved on your system in the License File field Fax If you received the license information on a fax press Enter at the License File field and enter the license information in each field exactly as it appears on the fax Verify the information you entered If it is correct press Enter to continue Start the License Manager by entering START at the BASIS License Manager menu to start the License Server Type exit to end the installation Next follow the instructions on page 2 5 to install your ODBC drivers ODBC Kit User s Manual 2 39 Configuring the ODBC Drivers After you ins
82. ns QHR NUNMISER aad ORIS H NEUNDEH that you ere baut in join are al 4 Gtferent hype Censier the join amyang _ves m e 19 Select the following fields from the SOTD table e ENTRY NUMBER e UNIT COST COMPNT e UNIT PRICE ORDERED QTY e SHIPPED QTY SELL e BACKORDERED QTY 20 Select Save from the File menu to save the query ODBC Kit User s Manual B 9 Microsoft Excel References Using the Query in Microsoft Excel 1 Start Excel and open a new worksheet Bie dim vem pee Fame pem Dee Bre pe Cah aS AR Hanc CAND PH O BJU FSER AAFF OSA 3 1 5 E n T it a 1 u dE HBa mS 4 koh ebeerri Ces a f Paucis 2 Select the Data menu then select Pivot Table Report B 10 ODBC Kit User s Manual References Microsoft Excel The Pivot Table Wizard appears Pree Table Wiraed Step 1 ai 4 HE ted meh 3 Instep 1 of the Wizard a list of options is displayed where you can choose your data source to be used in your Pivot Table Select External Data Source and click Next The Pivot Table Wizard Step 2 dialog box appears 4 Instep 2 of the Wizard click Get Data ODBC Kit User s Manual B 11 Microsoft Excel References The Choose Data Source box from Microsoft Query appears a Fiery BASE Files iran showsbiel Excel Fikes rol shiai Fe Fiar ook harain WI accea Ey Dabare rei rhaa AS pa Tem Fiies res hi nbl Eu F petens wnat io connect mrs
83. nt to restart your computer now be certain that all other programs are closed and click Finish ahi loni imi deuil cipe Heim 1n pina Eine Bekep pons ran urs ha pram pon m ei mye ird c EI LI V iin j alm rap colpa laa Fe deny iis can uem rim aeu ueri cla Free iy VECES bap SBASIS i 1 d PEE Next follow the instructions on page 2 41 to configure your ODBC drivers G 22 ODBC Kit User s Manual A accessing data Crystal Reports E 1 Microsoft Access A 1 Microsoft Excel B 1 Microsoft Query C 1 Microsoft Word D 1 Add Change Reserved Words function 4 31 Audit Field Names For Reserved Words function 5 7 B base applications definition 1 3 C Copy File s To Dictionary function 4 3 Crystal Reports and ODBC Kit 1 5 Crystal Reports for Windows E 1 D DDBUILDER F 1 Dictionary Field List function 5 3 Dictionary Reports menu structure 1 5 Dictionary Tools menu structure 1 5 ODBC Kit User s Manual Index E Edit CONFIG TPM function 3 3 F Fields function 4 15 Files function 4 7 l Indexes function 4 25 M menus structure in AR 1 5 Microsoft Access A 1 and ODBC Kit 1 5 Microsoft Excel B 1 and ODBC Kit 1 5 Microsoft Query C 1 and ODBC Kit 1 5 Microsoft Word D 1 and ODBC Kit 1 5 O ODBC and SQL 1 5 definition 1 3 ODBC Administrator 2 3 ODBC Kit description 1 5 installation checklist 2 21 IX 1 interaction 1 5 menu structure 1 5
84. nter a field name the description type field position and length are displayed Description Enter the description for the segment Type The field type is displayed C for character N for numeric Fld Enter the field number 4 28 ODBC Kit User s Manual Dictionary Tools Indexes Field Name Pos Len Dsc Uniq Bus Description Enter the starting position of the field in a string Enter the total length of the field Enter Y if the field is in descending sort order if not enter N Enter Y if the field is a unique field if not enter N Enter N for standard OSAS files Enter Y if the field is a business math type and must be sorted as such if not enter N Enter N for standard OSAS files Command Bar Definitions Command Enter edit Append Description Saving and Exiting Description Move the prompt gt to the line to edit and press Enter Press A to add an index Press D to edit the index ID description To save your entries and exit to the Main menu use the Proceed PgDn command ODBC Kit User s Manual 4 29 Add Change Reserved Words Features Use the Add Change Reserved Words function to add or update the file of reserved Structured Query Language SQL words or to other words you want flagged as reserved Reports No report is associated with this function Screen Use Screen Description Add Change Reserved Use the Add Change Reserved Words screen to update the Words
85. o find the BASIS License Manager ODBC Kit User s Manual 2 9 Installing the ODBC Drivers Installation Single User Installations Only To register your license now click Next and follow steps 15 21 below If you have already registered your license you can skip to the license installation by checking the box and clicking Next Then follow the steps under Single User License Installation on page 2 14 License Manager Installations Only To direct this ODBC Driver to use the BASIS License Manager check the box and then click Next Then skip to License Manager Installation on page 2 17 Pe s Bam t dn mrar Feng admi Tha bimg Fill sap oo Geog he ee ad agir Fg aig ABEE pula Paunreul af econ r parla er eed ard rur ec er vei ma ne lei e EE mibi cn B n rm a ru nit V gras rkb hra 4 SE Loma annuler pou map eei bn act in chan PHT PER He To ea BASIS NUI oe Le On Yoa mm unm e BEEF Laces Phe 2 10 ODBC Kit User s Manual Installation Installing the ODBC Drivers 15 When this screen appears enter the Serial Number and Authorization Number from the License Registration form The host ID is determined automatically for you The other fields are optional Click Next to continue 16 Ifthe computer on which you are installing ODBC is connected to the Internet click Next to use the Web Browser registration method the fastest and easiest way to register your license If this machine has no access to the Internet
86. oduction Graphical Style Menus Help Menu File Tools Favorites Other X Help F1 7 amp bout0SAS Command Tool Button Key Result Help Fi Displays the online help 2 About OSAS Displays the About OSAS dialog box Tool Buttons ib 3 S There are three tool buttons on the toolbar that were not described above Tool Button Key Result Displays the Application Information dialog box Opens an MS DOS prompt Displays a screen for calling any BBx program zE that does not require variables to be passed to it See Appendix F in the Resource Manager User s Manual ODBC Kit User s Manual 1 23 Graphical Style Menus Introduction Other Graphical Screen Features The graphical menus offer more than short cuts to application functions With Resource Manager you can at a glance or with a mouse click determine the date and time switch between live and sample data and switch between companies and their data sets Date and Time Date and Time 0603 1999 2 20 PM The workstation date and time are displayed Data Set Data Set Live Data f Sample Data Check the Live Data radio button to work with live data Check the Sample Data radio button to work with sample data Change Company Field H Builders Supply Select the company you want to work with 1 24 ODBC Kit User s Manual Favorites Menu Your Favorites menu saves time in moving between applications opening and
87. ompt gt to the line to edit and press Enter Press A to add a line Press W to save your changes Press C to save your changes to a new configuration file To save your entries and exit to the Main menu press W and use the Proceed PgDn command ODBC Kit User s Manual 3 5 Dictionary Tools Copy File s To Dictionary Files Fields Indexes Add Change Reserved Words Tables ODBC Kit User s Manual 4 15 4 25 4 31 4 33 4 1 Dictionary Tools Introduction Use the functions in this chapter to set up and maintain files fields and indexes in the main data dictionary for the companies installed in OSAS to delete unnecessary file definitions and to maintain the list of reserved SQL words 4 2 ODBC Kit User s Manual Copy File s To Dictionary Features Use the Copy File s To Dictionary function to copy file field and index definitions from one data dictionary to another Reports No report is associated with this function Screen Use Screen Description Copy File s To Dictionary Use the Copy File s To Dictionary screen to copy file field and index definitions from one file to another ODBC Kit User s Manual 4 3 Copy File s To Dictionary Dictionary Tools Copy File s To Dictionary Screen sas ni Taig Dat Pet bjp floppy File m to Firticrmmry Pro Pier ionry am Te bictlDnmDAr Copy 1 Bll Applicsriom File Specitsa File 1 Hamm Dictioncy Tala Field Def
88. on folder defaults to your C drive If you want to install the BASIS License Manager on another drive select Browse and type in the drive letter where prompted If the drive is on your network click on the Network button find and highlight the desired drive and click on OK Click Next to continue 2 24 ODBC Kit User s Manual Installation Installing License Manager for Windows 12 Use the Select Program Folder screen to specify the name of the folder where you want to store the shortcuts for your BASIS License Manager Enter the folder name and click Next Empa edd peg comen im a Fidi inim brin Tipa iy Eh h ria Wn mt pw Poker eb Click Haad io randa SBASIS 13 The setup process creates the folder using the name you specified creates the shortcuts and then begins copying files pien Coe HD Dasher h Pi gaan cR RS Pe Licence baigh 1 T Wu Es ee Be ams h m Em Harney Leece DANI Lemme meia bt Mas Medit hi License N Manager rre 2 20 Bao Lern 14 Next you must register and install your license to use the ODBC driver The information you need to register your license is included on the License Registration form you received with the ODBC Kit ODBC Kit User s Manual 2 25 Installing License Manager for Windows Installation To register your license now click Next If you have already registered your license you can skip to the license installation To do so check the box click Next and follow the steps b
89. onary file extension for the current terminal ODBC Kit User s Manual 4 35 Dictionary Reports Dictionary Field List Audit Field Names For Reserved Words Reserved Words List ODBC Kit User s Manual 5 3 5 7 5 11 5 1 5 2 Dictionary Reports Introduction Use the functions in this chapter to verify that file and field names are not SQL reserved words and print a report of file and field names that are SQL reserved words to print a list of reserved SQL words and to print a list of the field names used in files ODBC Kit User s Manual Dictionary Field List Features Use the Dictionary Field List function to produce a printout by field name across files Use the list to verify the consistency of field names in related files Reports A sample Dictionary Field List is on page 5 6 Screen Use Screen Description Dictionary Field List Use the Dictionary Field List screen to select the field and files names to list ODBC Kit User s Manual 5 3 Dictionary Field List Dictionary Reports Dictionary Field List Screen esas n r Bicticaoacy Fisld Liszt Dictionary LIS Fieid Ib from PESGRIFTIOH Thru PISTRIBUTE COPE Filet aare Fron PCD DIESE CUDE Teru AFC TERES CODE Fiald Hema 2 File Hoc Output device fFbriztgr p F evier F ile 3 crcesn iB za Field Definitions The current data dictionary extension is displayed 1 Enter the range of field IDs to include in the list 2
90. re f LOC nnn ric 2 fin GOE TE Get als n LM 34 Select Merge to create the form letters 35 The Merge dialog box appears mm zen um oem ca CER Eng SS eerte erit pri bhari brei sran daba Fis arm amp rire Hank iraa scars dade Bakk wae ap Query Goto lapse bien dar 36 Select the merge options New document Printer or Electronic mail Select Check Errors if you want to proof the interaction between Microsoft Word and the query otherwise select Merge to produce the letters ODBC Kit User s Manual References Microsoft Word 37 If you select Check Errors the Checking and Reporting Errors dialog box appears D paida herey andi ee rere n area ecu R WO uw E Gccuna T7 Canpiste the merge viha paving Papa aec in nee dorusent Ce 7 e 38 Select the option and click OK 39 You are returned to Microsoft Word pe par pes pamt a peh i e pei Iria iil Staite u co fg za ER Ot a Builder s Supply Cas Osin T nada Drive Eder rum Ner na T1 IESSER SHEL TEES IHC ale T ROAD HAEHTILLE TH MIT Bormi 258 Dau AT ba rere pin gmobensi m iod n alum rm of E UTE IE py mai ibr eed pam ria my qur ered Peer pred pr ee ee ee ma ee rere pe Cee en ot ism armi V ywalures kidy ensi ped pears accept mar qob foe thas let hei m d Job Anca Celle kon Det Trakian Dapp Lac The form letter does not format decimal numbers that end in zero correctly For example 49288
91. rm right click refers to a single press of the left button and so on OSAS Conventions Operations in OSAS follow conventions or patterns The conventions used in OSAS applications are presented below Running OSAS OSAS runs in an operating system supported by 100 megabytes permanent storage and 1 MB RAM You may need additional disk space or memory depending on the size of your data files and the operating system you use Consult your reseller for more information 1 8 ODBC Kit User s Manual Introduction Conventions Starting OSAS To start OSAS on a Windows machine double click the OSAS icon on the desktop or in the appropriate folder To start OPEN SYSTEMS Accounting Software on a non Windows machine enter osas at the operating system prompt The command can recognize three parameters t c and a The terminal ID t is the identification code assigned to the terminal you are using to work with OSAS On multiuser systems each terminal usually has a default ID that was assigned when the terminals were added to the system Use the t parameter only when you want to log on with an ID other than the default ID The terminal parameter is valid only if you are using Resource Manager for LANs The company ID c is the identification code assigned to a company If your system carries two or more companies and you do not enter a company ID the menu of the company entered by the last person who used the terminal appear
92. rowse to locate the configuration file you set up using the Edit CONFIG TPM function in OSAS When you set up the data source you must click to check the Pad variable length columns with spaces box so that any updates you make to the OSAS files will be padded correctly Then in the Dates section of the window enter DATE in the Column Suffix es field so that dates will be displayed in the correct format ODBC Kit User s Manual B 3 Microsoft Excel References If you are using OSASS and you use the data server to access your data enter your login name in the User ID field 7 Click OK to connect to the data source You are returned to the Create New Data Source screen 8 Select a table in field 4 if you want to select a default table source otherwise leave field 4 blank and select any table when you develop the query If you select a table the list of tables always starts at that table otherwise the list of tables starts at the beginning of the list The Choose Data Source box appears Teu Fisi rot cme tab ee Ej F aetema wisi contort mrs 9 Select the data source you set up in the previous steps B 4 ODBC Kit User s Manual References Microsoft Excel The Choose Columns screen appears Quart ead Cheers Coleen iw hai cnin of dads do pousar kanchai ri jou cep Clare imn veur quer b zu zu 4 sor E Press nd doin heeled colum E mg 10 Select a table you want to us
93. s Installing and setting up ODBC is a three step process You must first install the drivers on the computer register your license and then configure your drivers by using the ODBC Administrator located in your Windows Control Panel see page 2 41 If you have not installed the Windows ODBC Administrator you may need to have the Windows installation disks or CD ROM available Windows prompts you for the required media if it is necessary ODBC License Registration The ODBC driver included in the ODBC Kit versions 6 05 and higher contains licensing components that must be registered on your computer or network server You can choose to install and register a license for each driver on the computer on which it runs single user or you can install and register the BASIS License Manager on a server and license your ODBC drivers through the License Manager ODBC Kit User s Manual 2 3 Introduction 2 4 Installation You can install and register the License Manager on any computer on your network running Windows SCO UNIX version 3 2 5 and above Linux UnixWare or AIX You cannot use the License Manager if you want to run the ODBC drivers on Windows computers that do not use TCP IP as a network protocol nor can you use it on SCO UNIX versions before 3 2 5 or on Novell servers In these environments you must install and register the driver licenses on each computer or install the License Manager on a computer running one of
94. s The access code a is your personal password Refer to the chapter 3 for information about assigning access codes The most general expression for getting into OSAS takes all the parameters into account For example if you are on terminal 2 you want to work with company B and the password is lerxst specify that information to enter the system osas t T2 c B a lerxst For UNIX you can enter the parameters in any order and you can use any combination You must leave a space between the parameter mark t c or a and the parameter itself An example for Windows only click on the icon s properties and in the Target field enter your access code and your company ID Example using pratt as your access code and H for your company ID C osas progrm osastm exe m4096 tT00 nTOO alerxst cH ODBC Kit User s Manual 1 9 Conventions Introduction For Window icon properties the parameter marks m t or n can be entered in any combination but must be before the separation dash The access code and company ID commands a and c must be entered after the separation dash Menu Conventions When you start OSAS the Main menu which presents the applications you can use appears If you are using the Resource Manager for UNIX the Text menu appears If you are using the Resource Manager for Windows you can choose between the Text Menu Graphical Menu or Start Menu In Windows use the Workstation Configuration Default
95. s function page 2 23 of the Resource Manager User 5 Manual to select the style of menu you want displayed The following pages describe how you use each of these types of menus Favorites Menu The Favorites menu operates in the text based format as well as in the graphical formats The Favorites menu allows quick and easy access to the OSAS functions you use most allowing you to add selections for entire menus or particular functions With the Favorites menu you save time in no longer switching to and from commonly accessed applications For example if you have application entries in Transactions Accounts Payable Transfer Journals Inventory and Edit Transactions General Ledger rather than moving through each application menu by menu you could set up a Favorites Menu where with one press of the enter key or a click of a button your function would be open for work Favorites Menu Graphical Style For Favorites Menu setup information see page 1 25 1 10 ODBC Kit User s Manual Text Menu The Text menu can be used on all OSAS compatible systems Using text based menus the Text menu shown below offers easy access to your applications Text Main Menu Sn TERI lel x Fany E Dini Deb SAEPLE DAT PATH a o Lopa Cumpany E Betldace Supply 10 12 AN r Hain Mera EL p Resource Baanger md Fa rkrtz imn Configuration Colors En ynbomrd Pe Les lefmulrs EDDI OPEN
96. s running Then click Next to continue fr Me 4 After you enter the server name the Installation Successful screen appears Click OK to continue 2 18 ODBC Kit User s Manual Installation Installing the ODBC Drivers 5 After you enter the server name the Installation Successful screen appears 6 The ODBC driver is now configured to run with the BASIS License Manager Before you can use the ODBC driver however you must start the License Server if you have not already done so ODBC Kit User s Manual 2 19 Installing the ODBC Drivers Installation 7 The driver comes with a text file that contains technical information about this revision of the ODBC driver If you want to view this informatiion click Finish if you want to continue without viewing the file uncheck the box and then click Finish ha ors mike uidere Tim ecd nut Dm d end o min Fu aee Coe Iti Des EC ee Erie MER ThE lez sni bn up bnc aii unu rro yes redeem dn isi ine ded Bud iei Fn orina ii n nad e Fr Fem rie sei a ig CDASIS 8 The Setup Complete screen appears Before you can use the ODBC driver you must restart your computer To restart your computer now select Yes and click Finish To restart your computer later select No and click Finish ahi irs niil rir Hei Ta pin Fl n d r un Bokep peas cani ura ea prego pou mcd eet ird c E pied iiu in ic t is a pamm Fat emt invading compete reel m V Bi
97. solidates and presents information from other applications are some of the utilities on the Other Commands menu See Appendix F of the Resource Manager User s Manual for information about the utilities on the Other Commands menu Switches between live and sample data Displays the current workstation date and allows you to change it Exits from OSAS Key F9 Application Setup F10 Add to Favorites Shift F5 Change menu style Shift F2 Application Info PgUp Start over Tab Jump Enter Up Arrow Down Arrow Ctrl G Bell on off Introduction Operation Allows certain functions to be set up Works only in certain applications The application s user s manual will describe the function if necessary Allows you to add to and delete from your Favorites menu Switch between text and graphical menu styles without going into Defaults Displays information about the applications you have installed Move back one menu level Move back to the Main menu Select a menu or function from a menu Move the cursor up or down through the menu selections If the bell is turned on it sounds at an error or when you must verify a command To turn off the bell use this command or the Defaults function on page 2 23 in the Resource Manager User s Manual To turn the bell back on use this command again ODBC Kit User s Manual Graphical Style Menus There are two types of graphical style
98. t select P and either accept the printer that appears or enter the code for the printer you want to use If applicable select S if you want the report to be in standard size print or C if you want it to be in compressed print If you want to stop printing after it has begun press Ctrl Break e Ifyou want to save the report as a data file for example to include it in a word processed report in CR LF format select F The data path for the workstation including the default drive appears if it is specified in the Defaults function Enter the filename and file extension using no more than 35 characters overall e To preview the report you must be using the Visual PRO 5 Interpreter and have a sysprint printer in your CONFIG BBX file select R If applicable select S if you want the report to be in standard size print or C if you want it to be in compressed print In the Printer dialog box that appears select a sysprint printer and press Enter The report is displayed on the screen See Appendix F for toolbar and menu options ODBC Kit User s Manual Introduction Reports e To view the report on the screen select S If the workstation default for compressed characters is inactive the report is displayed in standard character mode If the default is active you can select standard mode or compressed mode See your terminal documentation and the section on the termcap file in the PRO 5 and Visual PRO 5 User s Manual I
99. t into the respective areas To display the full field name hold the cursor on the button and a tool tip displays the full field name 10 Drag and drop the following fields e TRANSACTION TYPE into Page e INVOICE NUMBER INVOICE DATE and ENTRY NUM into Row BATCH ID into Column e ORDERED QTY SHIPPED QTY SELL UNIT COST COMPNT and UNIT PRICE into Data B 14 ODBC Kit User s Manual References Microsoft Excel The fields are displayed on the screen Numeric fields dropped into the Data section become summary fields 11 Click Next The Pivot Table Wizard Step 4 dialog box appears Where dopo po quc rhe Pes able Mese antha opened The last step lets you create the pivot table either in the existing worksheet or in a different worksheet Accept the given options and click Finish ODBC Kit User s Manual B 15 Microsoft Excel References The pivot table is displayed W Hicri E ace fpe pu gem quen Freel pob Doha Random fie oa BT Empyeo Ae CANE Dew 2 os DD EET RM Q ee oS Sum ri ORDERED DT fum sl SHIPPED OTe SELL Sum zi UHI Cost COMPNT Eun UNT PRCE Zur al ORDERED OTs Eum SWPPED OTF SELL Eure ad WHIT COST CX PT Sum WHIT PRE Sure ad ORDERED GT Zum zi SHIPPED OTe SELL Sun it WHIT COST COMMPAT Sur si UHT PREE Sur s ORDERED DIY Eum s SHIPPED OTe SELL um gl UMM COSI COMET Eure aT HIT PRICE Sum si ENEG OTT Sum qt SHIFFED GTF SELL T m al LMT re Ta eli EIN
100. tall and register your ODBC drivers you must set up your ODBC data sources Each ODBC data source points to a specific configuration config tpm file that tells the ODBC driver where to locate the data files and dictionaries and the company ID to use when looking for files You can set up a data source for each company you want to access files for 1 From the Control Panel select 32bit ODBC Administrator Ej Comin Fasi ime DUN pisah Piripiri CDI Does Tiira cnt O p Dese imis an Baie eto La aola matr Fie DANE rom appr ppi me ir ee cim ge ow waj ww ODBC Kit User s Manual 2 41 Configuring the ODBC Drivers Installation 3 Highlight BASIS ODBC Driver and click Next Moin Tesi pie Pct or DCE bore 26 2 42 ODBC Kit User s Manual Installation Configuring the ODBC Drivers 5 The next screen displays the information you entered Verify that the information is correct and click Finish If it is not correct click Back and reenter the information as needed ODBC Kit User s Manual 2 43 Configuring the ODBC Drivers Installation 7 Enter the path for your configuration config tpm file in the Database field To locate the file click Browse Then click the Pad variable length column with spaces box and enter DATE in the Column Suffix es field in the Dates box 8 To allow this driver read only access to your files click on the Read Only Access box 9 Click OK to con
101. tall and set up the BASIS ODBC drivers Install Microsoft Access 97 The Microsoft Access example ACCEXAMP MDB which contains two reports and two inquiry forms is included in the ODBC Kit You can find additional information about using ODBC with Microsoft Access on the Open Systems web page on the Internet at http www osas com ODBC Kit User s Manual A 1 Microsoft Access References To Work With a Sample Form 1 Start Microsoft Access If you have security set up enter your user name and password The Microsoft Access dialog box appears Cote ane katate ate amp I Bah bones SES p T gem an Eccl Diab Fon He l Ix Propane Pilea _ are ics eine x s 2 Select the sample database ACCEXAMP MDB Select More Files to locate the database if necessary 3 The database container is displayed Be Sts Pata D A 2 ODBC Kit User s Manual References Microsoft Access To Link Tables to Microsoft Access If you encounter problems with the existing table links in the sample data base delete them and follow these steps 1 Select Get External Data and Link Tables from the File menu or right click the database container and select Link Tables The Link dialog box appears Loop i Pens sar Fd cco oc Herten err Sj aisi mlali z Linie plana Jr Ld ordnen mci al Coma Fi Outigok xara Jie mr ee ere Ead NIE mE Cira Hei Cju rein icroax ia M Jeers LL er
102. the serial number and authorization number exactly as they appear on the License Registration form you received with your ODBC Kit The Host Name is determined automatically for your hardware Press Enter to accept it Next specify how you want to send the license information You can choose from these options E mail To use the E mail sending option your server must support outgoing Internet E mail If it doesn t choose another method Phone Dial 1 505 338 4171 and use the automatic license registration system The voice system will prompt you for your serial number authorization number and a fax number The license information will be faxed to you using the fax number you specified Fax The Fax sending method saves the license request information in a text file that you can print on a laser printer and fax to BASIS at 1 505 338 4178 To use this method your printer must produce a clear printout in 16 point type without using more than one page or printing the text outside the margins ODBC Kit User s Manual Installation Installing License Manager for UNIX Linux Other The Other method should be used only if the E mail telephone and fax methods are all unavailable This method produces a file containing the license registration information You can then take the file to a system that has E mail access to register the license Specify the method you want to use to receive the license information Choose from these optio
103. the supported platforms Single User Single user installations require you to install the ODBC drivers and register a license on each computer that will be used to create reports using ODBC Turn to these pages for single user license installation instructions Windows 95 98 NT page 2 5 License Manager You can avoid registering each workstation s license separately on a multiuser system by installing and registering a BASIS License Manager on your network Then as you install the ODBC driver on each workstation you activate it telling the driver where to locate the License Manager Then when you use it the ODBC driver will request one of the multiuser licenses from the License Manager Turn to these pages for multiuser ODBC driver and License Manager installation instructions Windows 95 98 NT CD ROM page 2 21 UNIX Linux CD ROM diskette page 2 35 ODBC Kit User s Manual Installing the ODBC Drivers After you install the OSAS ODBC Kit using Resource Manager and create your configuration config tpm file follow the steps below to install the ODBC driver on your computer You must follow this process for each computer using the ODBC drivers Licensing Methods If you are registering licenses for each computer using the ODBC drivers follow the instructions below Pay special attention to notes labelled Single User Installations Only If you are installing the driver for use with the BASIS License Manager follow th
104. tinue 10 Finally click OK to finish the ODBC setup procedure Ure GH Spip Fie DSM pgc peces Tegcrey Abai Lacke oia Boa m BESE Fima ol sha abla 1 Bere E ucl Piers rest aatia Pada lic irai hasba Eiman WS igran OT hashis pnd i Daes DDISE T m Fl vec shall ist Decii Ar DDEC Fils dais cece skeen paino a io A as paba Fia Dod cn be iret En LTE ehe Patent ut penne ee vide The appendixes to this User s Manual contain examples and instructions for using the ODBC driver with these popular productivity packages Microsoft Access Appendix A Microsoft Excel Appendix B Microsoft Query Appendix C Microsoft Word Appendix D Crystal Reports Appendix E 2 44 ODBC Kit User s Manual Edit CONFIG TPM Edit CONFIG TPM 3 3 ODBC Kit User s Manual 3 1 Edit CONFIG TPM Introduction Use the Edit CONFIG TPM function in this chapter to set up and maintain database configuration files for the BASIS ODBC drivers 3 2 ODBC Kit User s Manual Edit CONFIG TPM Features Use the Edit CONFIG TPM function to create and edit database configuration files for the BASIS ODBC driver You must create a database configuration file for each company you want to access with the ODBC driver Name each configuration file with some variation of the company ID and the TPM file extension For example name the configuration file CONFGHHH TPM for the company whose ID is HHH Enter the file path and database configur
105. to sample data and vice versa display information about a function e perform special application setup From the Favorites menu e remove a function or menu e change to the Main menu e change from live to sample data and vice versa display information about a function e perform special application setup 1 18 ODBC Kit User s Manual Menu Keys Graphical Style Menus Most keyboards have a set of function keys usually labeled with the letter F and a number In OSAS commands are assigned to these function keys Key F1 Key Help F2 Favorites Menu F4 Access Code F5 Live Sample swap F6 Workstation Date F7 Exit F9 Application Setup F10 Change to Favorites Right click Shift F5 Change menu style Shift F2 Application Info ODBC Kit User s Manual Operation Displays the list of Icons and Functions keys available to you Displays the Favorites menu Displays the Access Code dialog box Switches between live and sample data Displays the current workstation date and allows you to change it Exits from OSAS Allows certain functions to be set up Works only in certain applications The application s user s manual will describe the function if necessary Allows you to add to and delete from your Favorites menu works only with Start style menu Displays the Special Commands menu Switch between text and graphical menu styles without going into Defau
106. ty ODBC drivers which are installed in Windows Use the drivers and the ODBC Kit s data dictionary to access your OSAS data ODBC Kit User s Manual 1 3 General Information Introduction ODBC Overview 1 4 To use ODBC you must have Microsoft Windows 95 98 or Windows NT installed on machines where you install ODBC If your OSAS data is stored on a UNIX drive you must have the software to map those drives as DOS drives After you install ODBC under Windows you can use it to access your OSAS data produce reports and import OSAS data into other applications Once you have installed and configured the ODBC drivers you can use the data source you set up to access your OSAS data The OSAS ODBC Kit includes sample reports for Microsoft Access Microsoft Excel and Crystal Reports M You can find instructions for getting started with these packages and others in the Appendixes to this manual ODBC Kit User s Manual The ODBC Kit Use the ODBC Kit to access your OSAS company information from any ODBC compliant application such as Microsoft Access Excel Query or Word Crystal Reports and so forth The functions available from the OSAS menu are used to manage the data dictionaries and the ODBC driver Menu Structure The ODBC Kit menu structure is similar to the structure of other OSAS applications functions appear roughly in order of use Edit CONFIG TPM Use the Edit CONFIG TPM function to set up a database conf
107. u APCH 3 Cheokm File Immis Feonrd ARe ped iB fi a APCH 3 Chackm Film cCcacrol Fecord Keyed Laz oO oO APCH CHE BECOBND Wiew Indexed n IPOH STEL PECORD ieu Indeed APCH IHV RECORD Wisw Indezad Oo u oO AFCA Requisition Contzul Fils AK od L n a APCH i Bequisirion Terminal Beoord HhEeyed La APCH 2 Paquimitiaon Coates Fecord HBEsyad L oO oO APCH CTHL FECOMD View Iridexed n n o Line Ho joO0001 of 000272 Entgr edit Append Fato Field Definitions Field Name Description File Name Enter the file name Description Enter the file description Type Enter the file type 4 8 ODBC Kit User s Manual Dictionary Tools Files Field Name Description RecLen Enter the file record length Recs Enter the number of records in the file Key Enter the number of keys in the file Command Bar Definitions Command Description Enter edit Move the prompt gt to the line you want to edit and press Enter Append Press A to add a file Goto Press G to go to a specific file Saving and Exiting To save your entries and exit to the Main menu use the Proceed PgDn command ODBC Kit User s Manual 4 9 Files Dictionary Tools Edit File Screen C SAS DD Gating DE Bot Hp File Dirricmary 8 4 Edit Fils Fille manc Recs Fey APCD i Dicrionary at fz AFCO Z o 12 APCD BEAT CO File Haec APCB 1 Li APCD TEARS c a APCH 3 Vite Belinition Mo i o APCH 3 Type HEeyed
108. umn by double clicking on the field name in the SOTH file NOTE You can also select which fields you want in your query in step 6 above Instead of selecting the entire table you can click the box next to the table you want and select the given fields from the list ODBC Kit User s Manual B 7 Microsoft Excel References 13 Modify your query so that only the fields listed below are used e BATCH ID ORDER NUMBER e TRANSACTION TYPE e INVOICE NUMBER e INVOICE DATE e CUSTOMER ID e SUBTOTAL e SALES TAX e TOTAL COST 14 Select Table from the main menu and choose Add tables The Add Table dialog box appears 15 Alist of all the tables is displayed Select the SOTD table and click Close B 8 ODBC Kit User s Manual References Microsoft Excel Joining Fields 16 Locate BATCH_ID in the SOTD and SOTH tables then click and hold the left mouse button down on BATCH_ID in the SOTH table The BATCH_ID and ORDER_NUMBER fields should be joined between the SOTHXx and SOTDx files If they are skip to step 20 if not follow steps 18 19 to join them together 17 Drag the field over to the BATCH ID field in the SOTD table and release the mouse button A line appears between the two BATCH ID fields joining the two fields 18 Follow steps 17 through 18 with the ORDER NUMBER field You may get the following message For now click Yes to ignore the message and join the fields together Colum
109. unction Commands Key Operation Ctrl O If this option is turned on the applicable function keys are Show hide function displayed on the screen If this option is turned off no keys are keys displayed Help Commands When you use the Help F1 command three commands become available for you to use on help screens Key Operation F3 Delete the help screen contents Delete To recover a deleted help screen copy the xxHELP file from the distribution media to the PROGxx subdirectory xx is the application ID The copying process overwrites changes you made to other help screens F6 Edit a help screen Maintenance F7 Exit from the help screen and close the window Exit In Field Editing Commands When the cursor is in a field that contains information you can use the following keys and commands Key Operation Right Arrow Move the cursor to the right Left Arrow Move the cursor to the left Del Delete the character the cursor is on Delete ODBC Kit User s Manual 1 31 Function Commands Introduction Key Ins Insert on off Home End F9 Undo F10 Delete to end of line Inquiry Commands 1 32 Operation Switch insert mode on and off When the Insert flag appears at the bottom of the screen characters you type push characters after the cursor off to the side When insert mode is turned off characters you type write over existing ones Move the cursor directly to the beginni
110. ur peeked LES z Lemn j n Az Taurus have mgimsdix a SRTE Licsram m diiad a dem a a 3 lepar keere n cede la conim rri lan a EE emen P d Teko ps d Ta hiag mil ui an 2 P Dall magein BAS DIC Dese hoaraa cn rli macara 9 T Copas Eus applicatur ia un a GSTS PP Diets Server Lice Lem one j 2 14 ODBC Kit User s Manual Installation Installing the ODBC Drivers 3 The Locate License File screen appears Enter the path to the license file or click Browse to search for the file on your system Click Next to continue 4 After you have located the license file the Installation Successful screen appears When you click Yes and the BASIS License screen appears again click No to complete the license installation ODBC Kit User s Manual 2 15 Installing the ODBC Drivers Installation 5 When the BASIS Data Server Connection screen appears click Next Skip to step 7 on page 2 20 2 16 ODBC Kit User s Manual Installation Installing the ODBC Drivers License Manager Installation 1 If you are using the BASIS License Manager the ATTENTION screen appears Click Yes 2 The Install A BASIS License screen appears Select Configure this application to use the BASIS License Manager and click Next FTIT mem ODBC Kit User s Manual 2 17 Installing the ODBC Drivers Installation 3 The Access A BASIS License Manager screen appears Enter the server name where the BASIS License Manager i
111. urned to the Create New Data Source screen 14 Select a table in field 4 if you want to select a default table source otherwise leave field 4 blank and select any table when you develop the query If you select a table the list of tables always starts at that table otherwise the list of tables starts at the beginning of the list The Choose Data Source box appears nur HE Tesi Fii rest pi abe Eu en tree ase wnat io csse mrs 15 Select the data source you set up in the previous steps The Choose Columns screen appears ump wan Chame Coles Wha coum of dade do pousar bo chads n pa cp Sandabe Leer mi coer niren neue quem t APTI 4 4600 DET LODE j AFTD TERME CODE APDH TH 1 x Pressa nd dati in heated colum HmHmmrg mz E sens De esee eer D 6 ODBC Kit User s Manual References Microsoft Word Select the tables you want to use in your Word form letter For this example select ARCU Select the following fields e CUSTOMER_ID e CUSTOMER NAME ADDRESS LINE 1 ADDRESS LINE 2 e ADDRESS LINE 3 CITY e STATE e ZIP CODE e ATTENTION e BALANCE 3I 60 e BALANCE 61 90 e BALANCE 91 120 e UNAPPLIED CREDIT Click Next The Filter Data box appears Vila Eas Era in pay hach rea iz reka in paar queas V sr rent nani ba Mar the dade chee Het Lok Ep Hes Usb irure d eati TOMER If BALEHEE 7 Enc OGAES4 DNE i DORESS LIKE Cod C Oy TATE TP L
112. ween the software and the documentation in some instances Call your customer support representative if you encounter an inconsistency Open Systems Holding Corp 1157 Valley Park Drive Suite 105 Shakopee Minnesota 55379 General Telephone 612 403 5700 General Fax 612 496 2495 Support Telephone 800 582 5000 Support Fax 612 403 5870 Internet Address www osas com Contents Introduction General Information 1 3 The ODBC Kit 1 5 Conventions 1 7 Text Menu 1 11 Graphical Style Menus 1 15 Favorites Menu 1 25 Function Commands 1 29 Reports 1 37 Installation Introduction 2 3 Installing the ODBC Drivers 2 5 Installing License Manager for Windows 2 21 Installing License Manager for UNIX Linux 2 35 Configuring the ODBC Drivers 2 41 Edit CONFIG TPM Edit CONFIG TPM 3 3 Dictionary Tools Copy File s To Dictionary 4 3 Files 4 7 Fields 4 15 Indexes 4 25 Add Change Reserved Words 4 31 Tables 4 33 ODBC Kit User s Manual Dictionary Reports Dictionary Field List Audit Field Names For Reserved Words Reserved Words List References Microsoft Access Microsoft Excel Microsoft Query Microsoft Word Crystal Reports Common Questions Registration and Delivery Index 5 3 5 7 5 11 A 1 B 1 C 1 D 1 E 1 F 1 G 1 ODBC Kit User s Manual Introduction General Information The ODBC Kit Conventions Text Menu Graphical Style Menus Favorites Menu Function Commands Reports ODBC Kit User s Manual 1 29 1

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