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BATCH 360
Getting Started
The information provided in this manual is intended for internal use only. Exact Group B.V. has carefully selected the content of this document. However, the content may not always represent reality or may become out-dated. Information may be changed or updated without notice. Exact Group B.V. may also make improvements and/or changes in the products, prices and/or the programs described in this manual at any time without notice. Exact Group B.V. shall not be liable for the accuracy of any of the examples included and procedures described in this document, nor shall Exact be liable for any ensuing damage or loss of any nature whatsoever arising from or relating to its use. No part of this manual may be reproduced, published and/or transmitted in any form or in any way, electronically, by print photocopy, microfilm or any other means, without the prior written consent of Exact Group B.V. Copyright Exact Group B.V. All rights reserved. All trademarks mentioned herein belong to their respective owners. Exact Software is a registered trademark of Exact Group B.V.
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BATCH 360
Preface
Welcome to Exact Globe 2003, batch 360 release!
This user manual includes all the information you need to work with Exact Globe 2003 effectively. The goal of this manual is to help users get quickly acquainted with the product and its possibilities, and is set up in such a way that anyone can benefit from it and not much experience is needed to get started. We are confident that with this user manual, your company will quickly reap the benefits of Exact Globe 2003. As it is our goal to deliver quality documentation, please find the feedback form at the end of the manual should you have any feedback or recommendations for this manual. Alternatively, you can also fill in a feedback form on the customer portal.
Jan-Willem Schalkwijk
Marketing Director Exact Holding N.V
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CONTENTS
3 3 4 6
Section 2: Installation
2.1 System and software requirements for Exact Globe 2003 2.1.1 System requirements 2.1.2 Software requirements Standalone workstation installation Installing MSDE database with the create company wizard 2.3.1 What if the MSDE installation fails? 2.3.2 What if the MSDE fails to start up? Network installation Installing MSDE or Microsoft SQL Server 2000 2.5.1 Installing MSDE 2.5.2 Installing Microsoft SQL Server 2000 2.5.3 Enterprise Manager Installing SQL Service Pack 3
11 12 12 13 14 17 20 20 21 24 24 25 32 34
2.2 2.3
2.4 2.5
2.6
39 40 42 43 46 46 55 56 57 57 57 58 61 62
3.2
3.3
Section 4: Management
4.1 Backing up, restoring, and copying companies 4.1.1 Some important information 4.1.2 Creating a backup 4.1.3 Restoring a backup 4.1.4 Copying a company Updating to the latest version 4.2.1 Network updating 4.2.2 Workstation updating
65 65 68 68 70 73 74 74 77
4.2
VI
CONTENTS
4.3
License renewal 4.3.1 Through Exact Globe 2003 4.3.2 Through Exact Customer Portal 4.3.3 What if the license is not updated?
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85 86 87 87 88 89 89 90 90 90 93 94 95 97 98
5.5
VII
5.6
FAQs about Customer Portal 5.6.1 How do I set the language? 5.6.2 How do I change the password? 5.6.3 How do I create and maintain contact persons? 5.6.4 How can I get online support? 5.6.5 How do I see a few web pages together? 5.6.6 How do I add Customer Portal to Favorites?
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Feedback form
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VIII
SECTION 1
SECTION 1
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SECTION 1
SECTION 2
Installation
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2. Installation
This section covers the system and software requirements for Exact Globe 2003, and how the software application is installed. The topics covered are: 2.1 System and software requirements for Exact Globe 2003 2.1.1 System requirements 2.1.2 Software requirements Standalone workstation installation Installing MSDE database with the create company wizard 2.3.1 What if the MSDE installation fails? 2.3.2 What if the MSDE fails to start up? Network installation Installing MSDE or Microsoft SQL Server 2000 2.5.1 Installing MSDE 2.5.2 Installing Microsoft SQL Server 2000 2.5.3 Enterprise Manager Installing SQL Service Pack 3
2.2 2.3
2.4 2.5
2.6
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Network server
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System Requirements Minimum Microsoft Windows 2000 Professional SP 1 /Microsoft Windows XP Professional Edition/ Microsoft Windows NT 4 Workstation SP 6a 233 MHz Pentium PC MB RAM 750 MB free memory space (for full installation for small company) Screen resolution 1024768 Microsoft Internet Explorer 5.01 and Microsoft Excel 2000 or Excel XP Preferred Microsoft Windows 2000 Professional SP 1 or higher/Microsoft Windows XP Professional Edition 750 MHz or higher 256 MB RAM 750 MB free memory space (for full installation for small company) Screen resolution 1024768 Microsoft Internet Explorer 5.01 or higher and Microsoft Excel 2000 or Excel XP
Network Server
Network Workstation
Exact Globe 2003 requires Microsoft SQL 2000 or higher version to operate on. Depending on the number of users or workstations in the installation, the version of Microsoft database server supplied to the customer is one of the following: For 1 to 4 workstations MSDE (Microsoft SQL Desktop Engine) version with a maximum database size of 2 GB For 5 to 29 workstations full Microsoft SQL Server with Per Seat licensing mode for a specified number of devices or users. For 30 workstations and above full Microsoft SQL Server with Processor License for 1 processor. For any other license required, customers are advised to contact Microsoft or its partners.
Note: Exact Globe 2003 does not operate on Microsoft SQL Server 7.0 or Microsoft SQL Server 2000 on a single server. SECTION 2 | INSTALLATION 13
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being the language code, see tip below) and double-click it for the
of the Setup file name specifies the default language to be used in Exact Globe 2003 installed.
AE for American English DE for German ES for Spanish FR for French NL for Dutch
Specify the installation as follows: Product line Indicates the software to be installed: Exact Globe 2003 Enterprise Release Indicates the release of the software to be installed: 360 Install mode Specify: CD workstation installation Local installation directory Indicates the directory the software will be installed; click to specify another directory
Click OK to proceed to install; the following message appears indicating the system is checking for files to be installed.
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Let it proceed and the following message appears asking whether to continue with the installation.
Click Yes to proceed with the installation or No to exit without installation. Once the installation is completed the following message appears.
Click Yes to start Exact Globe 2003 immediately or No to exit without starting Exact Globe 2003.
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Two options of location are provided to create the company database. For installation on a standalone system, select My computer (the standalone system, as there is no network server involved). Click Next and the following screen appears.
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Run the Exact Globe 2003 installation CD-ROM; and click Next to proceed to the next screen.
Click Finish to start the MSDE installation. Once installation is completed, a message appears requesting to restart window to create a new company database. Click Restart Windows to restart PC in order to use MSDE. The SQL-server icon should be seen at the bottom right-hand corner of the Windows taskbar. If the icon is not seen, start up the Service Manager of Microsoft SQL Server through the Windows Start and All Programs menus.
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Click left
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Click to close the screen. The Globe 2003 is now ready for use.
running-SQL-server icon should appears in the bottom Windows taskbar, and Exact
Tip: It is advisable to activate MSDE when PC starts up; this can be done by ticking the Auto-start service when OS starts checkbox.
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Once the server is installed with Exact Globe 2003, proceed to installing the software on the workstations as follows. Browse to locate the newly installed Exact Globe 2003 on the server; open the folder.
Locate the Exact Software directory and double-click to run the wsetup.exe file within. The following screen appears.
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The default settings for installation on the workstation are provided, however the user may alter the Local installation directory as mentioned earlier. Click OK to proceed with the installation. Again the system will check the number of files to be installed and displays the following message.
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Click Yes to continue with the installation. Once completed the following message appears. Restart the PC and Exact Globe 2003 is ready for use.
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Select Create a new instance of SQL Server, or install Client Tools and then Next >.
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Name Enter a suitable user name. Company Enter the name of the company. Once done, click Next > to proceed. The software license agreement for the database server will appear. Read through the agreement, and click Yes to accept the terms and conditions. The screen then prompts for a license code.
Enter the license code and then click Next >. If the required Internet Explorer is available the next screen appears.
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The screen requests the user for an Instant Name, but for installing Microsoft SQL Server 2000 for the first time, select the Default option (and instant name is not needed) and click Next > to proceed to the following screen.
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Always select the installation type as Typical to ensure all the necessary components are installed, although the installation directory may be altered if necessary. Once done, click Next >.
Select Use the same account for each service Auto start SQL Server Service and Use a Domain User account, and then specify the Username, Password and Domain. Ensure the password is same as the one use to log in earlier, otherwise the following message will appears.
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Click Next in the Services Accounts screen to get to the Authentication Mode screen.
Select Mixed Mode (Windows Authentication and SQL Server Authentication) to use the both authentication; and the Add password for sa logins fields and checkbox are activated.
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Enter a password for the sa or system administrator and confirm it. Mixed mode authentication hence enables two login passwords for full-right access to perform all tasks, changes and settings to the system. The use of blank for the password is highly not recommended - i.e. do not tick the Blank Password (not recommended) checkbox. After confirming the new password, click Next > to proceed to the Choose Licensing Mode screen. Select the licensing mode according to the number of workstations in the network (refer also to 2.1.2 Software requirements): For 5 to 29 workstations, select Per Seat for [specified number of] devices. For 30 or more workstations, select Processor License for [ 1 ] processors (enter a 1 for number of processors). For the use of additional processes, a license extension from Microsoft is needed. The same applies when the SQL server is needed for applications besides Exact Globe 2003. The abridged version of MSDE can be used for installations with up to 4 workstations. After selecting the licensing mode click on Continue to start the installation process. Restart the serve to activate the SQL server software.
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Logins via Microsoft The following screen appears. In the left window, navigate by clicking to expand the folders to locate SQL Servers, SQL Server Group, the user server, and Security. In the right window, the information of users who are currently logged in to the SQL server is displayed.
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Right-click in the right window for the pull-down menu; select New Login and the following screen appears.
Click for a selection list. Select Domain Users for the list and click Add and then OK to exit. In the previous screen click OK again to complete the process. Now each domain user who can log in to the network can log in to the SQL server.
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Click Next > to proceed to install SP3 on the current server. The software licensing agreement appears; read it and click Yes to accept the terms and conditions of the agreement. Then click Next > to accept the default sample name for the installation. In the screen shown below, select the option used to log in to the SQL server.
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Click Next > after the login option. In the screen that follows, select the option of Upgrade Microsoft search and apply SQL Server 2000 SP3 (required) and then click Continue. The next screen prompts user whether to send information to Microsoft when problems are encounter. It is optional and the choice will not affect the functioning of the SQL server. Click OK to exit. The system then checks the files to be copied for installation; and prompt user whether to proceed with the installation. Click Next > to start the SP3 installation. Once all the files are installed, the system advises the user to back up the databases when substantial changes have been made to them.
All the required software is now completely installed and Exact Globe 2003 is ready to be deployed. In the next section, descriptions are given relating to the necessary initial tasks of creating a company database and users, and assigning users roles and rights, and how to navigate within Exact Globe 2003.
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SECTION 3
Creating a company
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3. Creating a company
Among the tasks necessary to get started with Exact Globe 2003 is to create the database for the company. This section describes the topics relating to creating a company database. The topics are: 3.1 Creating a company 3.1.1 Downloading license file 3.1.2 Administrator and company data Navigating within Exact Globe 2003 3.2.1 Main menu 3.2.2 Tool bar 3.2.3 Application menus Creating users, roles, and rights 3.3.1 Administrator 3.3.2 Creating users 3.3.3 Creating roles 3.3.4 Copying roles 3.3.5 User rights
3.2
3.3
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Select either to install the new company database in: My computer (the computer's name and the SQL server version are displayed). Server with Microsoft SQL Server 2000
Note: If no company database has been created, the wizard will starts up immediately after Exact Globe 2003 has started up.
Then click Next, for the following screen to enter information about the new company.
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Company no Enter a unique number (ranging from 000 to 999) for the new company. Description Enter a suitable description (up to 60 characters) for the new company. Database directory Select the location to store the new company database. If My computer option has been selected earlier, the location shown is an existing directory (folder). If Server option has been selected earlier, the SQL databases default folder is used. Select either of the licenses to be used: License file and specify the license with which the database is created (refer also to Downloading a license file below) Demo license (Limited time use) for a demo trial company and to explore other modules free of charge for 90 days.
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Click the download the license file via the internet; the following screen appears.
Customer code Enter the appropriate customer code Password Enter the password And then click Download.
Note: Internet connection is needed for this option. Password is e-mailed to the customer after the purchase of Exact Globe 2003.
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Select I accept the terms in the license agreement and then click Next.
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Here the data of the user who will be the administrator for the new company database are entered. Employee ID Enter employee number (ranging from 1 to 999999999). Login name Not editable; it indicates the network login name used to start Exact Globe 2003. Full name Enter the user's full name. Legislation Specify the required legislation. Five options to create the new company database are available. Company with master data select to create a new company database with master data including a standard general ledger account scheme and standard journals. Empty company select to create a new empty company database. Demo company select to create a new company with demo database. Import data select to create a new company by importing data from a previous Exact Globe version. Copy company active only when there is another company opened in the system; it is used to copy the master data of the opened company to the new company to be created. Click Next to continue.
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Click Finish, and the new company is created; it can be opened with the network login name.
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File
The functions of the submenu options are described below. Open company Select to open a company database. Exact Globe 2003 restarts whenever a new company database is opened. The company database number appears on top of the screen (shown below).
Close company Select to close the opened company database. New company Select to create a new company (refer to 3.1 Creating a company). Delete company Select to delete a company database; the following screen (an example) appears.
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Backup/Restore/Copy Select to backup, restore or copy company database. Update license Select to update the software license; it goes to the License screen as described in 3.1.1 Downloading a license file. S Portal installation Select to access the Portal Installation Wizard to install Exact e-Synergy through https://eportal.exact.nl.
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Conversion Wizard Select access to the Conversion Wizard to convert the previous versions of Exact Globe 2003.
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New Select or press Ctrl+N to create a new data record e.g. a journal at [System, Finance, Journals]; it works as the New button at the bottom of the screen.
Open Select or press Ctrl+O to open the selected data record e.g. a journal at [System, Finance, Journals]; it works as the Open button at the bottom of the screen.
Print Select to print the selected report e.g. the report on journals at [System, Finance, Journals]; it works as the Print button at the bottom of the screen.
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Back Select to go back to the previous screen. Forward Select to move forward to the next screen. Close Select to close the Exact Globe 2003 application.
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Edit
Undo Select or press Ctrl+Z to undo the last change; select again to redo the change. Cut Select or press Ctrl+X to cut away the highlighted data and save it in the clipboard for pasting. v Copy Select or press Ctrl+C to copy the highlighted data and save it in the clipboard for pasting. Paste Select or press Ctrl+V to paste the data in the clipboard.
View
The availability of the submenu options depends on the active functionalities Exact Globe 2003 being used. Filter Select to include or exclude the filter option in the header of the screen; an example is shown below.
Refresh Select or press F9 to refresh the screen to display the latest information. Columns Select to insert new columns in the active list-box; an example of a selection screen appeared is given below for [System, Finance, Journals].
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Display Select to display the role bar (structure) on the left edge of the screen. Search Select to make available the search function for Resources, Debtors, Items and Projects on the left edge of the screen. Large icons Select to display large icons in the role bar. Add group Select to add a new group in the role bar. Rename group: 'General' Select to rename the General group in the role bar. Delete group: 'General' Select to delete the General group in the role bar.
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Tool bar It has the following submenu options. Large icons Select to use large icons in the tool bar Show text labels Select to show or not to show text labels under the icons in the tool bar. Menu Select or press F3 to leave the current screen and go to the main menu screen (with all module tabs) Menu style There are four styles of main menu available.
Classic Provided especially for those who are familiar with Exact for DOS. Explorer Structured very similar to Windows Explorer, it enables the creation and use of task list. Panel Shows all available main menu paths of the selected module on screen. Flow chart Offers a graphical overview of processes of the modules; applications can be started by clicking on the respective elements in the flow chart.
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Help
Help Select or press F1 to access the available help files. Start page Select to access the online help start page. Release notes Select to access the release notes. Update Select to update Exact Globe 2003 with the latest files through CD-ROM or the internet.
About Select to show information about the version of Exact Globe 2003 used and licenses involved.
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3.3.1 Administrator
When creating the company database, the user creating the database is automatically assigned as the administrator of the database. The administrator can then create the rest of the users, and assign roles and rights to the users.
It should be noted that Exact Globe 2003 uses a security system that is integrated with that of Microsoft Windows, therefore it is necessary that the employee user names in Exact Globe 2003 are identical to their network user names.
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To create a new role, click the New button in the above screen; and the following screen appears.
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Header
Role Enter a unique code for the new role. Description Enter a suitable description for the new role.
There are three tab screens namely Users, Rights and Role bar. They are described as follows.
Users tab
This tab screen is for adding users who are to be assigned with the role. Add Click to select and add a user or resource that is to possess this new role.
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Rights tab
The tab screen is used to assign rights to the role.
There are two options available in the left window. Menu This is used for assign the rights for the role to access to certain menu paths. Select the modules (e.g. Invoice, Order, etc.) in the main menu to be given the rights to access by clicking on the box on the left of the names of the modules. When the rights to access the highest level (e.g. Invoice) are given, then those to the lower level (e.g. Entries, To be processed, Reports, Items, Statistics, and Price management) are all given. Functions This is used to assign the rights for the role to perform certain functions (e.g. deleting invoices and updating databases) with the system (shown in the image above).
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Two options are available in the left window. They are Menu and Functions for menu paths and functions right. The middle window shows the lower-level menu paths or functions of the selected menu path or function in left window. Clicking on to expand the menu and to collapse it to locate the required menu path or function in the left and middle windows. Once the required menu path or functions are selected, the users who have the access rights are listed in the right window. The example shows that Dick Janson and Max Godsent, both have the role of Administrator, have the access rights to the menu path for Item management.
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Management
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Section 4. Management
In the previous section, how a company database is created is covered; in this section how this company database, or simply company for short, is being managed backed up, restored, and copied is described, together with other related topics as follows: 4.1 Backing up, restoring, and copying companies 4.1.1 Some important information 4.1.2 Creating a backup 4.1.3 Restoring a backup 4.1.4 Copying a company Updating to the latest version 4.2.1 Network updating 4.2.2 Workstation updating License renewal 4.3.1 Through Globe 2003 4.3.2 Through Exact Customer Portal 4.3.3 What if the license is not updated?
4.2
4.3
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Click Next and the following screen appears, indicating clearly the three functions available.
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Select the company database which needs to be backed up. Name Indicates today's date followed by the name of the selected company; click the required company in the list of Companies below. Directory Indicates the directory where the backup is created; click to select another directory if necessary.
If the required company database is not found on the local server, click Advanced and the following screen extension appears at the bottom but above the buttons. Log in if necessary and use the search buttons Server and Company to locate the required company. Once the required company database is selected, click Finish to start the backup process. The backup with a file extension of ebu will be created in the specified directory. The process takes some time and the screen shows its progress, and the message "Backup successful." appears when it is completed.
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File name Select the backup file (with .ebu) to be restored, either by double-clicking on the required row in the Backup: History or using to search. Once selected, click Next .
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Select either: My computer, if the backup of the company to be restored is in the local computer or server. Server, if it is with another server; use to search the required server. After selecting the location, click Next; and the following screen appears, confirming the action of restoring backup and the backup file of company to be restored. If the information is as required, click Finish to start restoring the backup. The process takes some time and the screen shows its progress, and the message "Backup restored" appears when it is completed.
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4.2.1
Network updating
The updating is done in two stages, first the server which must have internet access, and then the server updates the networked workstations which do not need internet access.
At the server
At the server, go to where Exact Globe 2003 folder and run the NetUpdater.exe in it. The Exact Internet Installer screen appears image on the left.
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Installation
Product line Not editable; shows the product involved, Exact Globe 2003. Release Select the required updated release of the Exact Globe 2003. Install mode Select Internet network installation for network updating. Web site Specify https://customers.exact.nl, the Exact Customer Portal where the update files are available. User name Enter the name of the user who has access to the Exact Customer Portal. Password Enter the user password for accessing the Exact Customer Portal; please note that password is case sensitive. Domain Specify EWEB. Installation directory Specify the directory where Exact Globe 2003 is installed. Update software Select either of the following to update the software: During download After download Download demo company Enable (tick) to download the updated demo company database. Download offline help files Enable to download the updated offline help files; this is recommended so that the latest batch of help documents is available. Language Specify the language of the help files downloaded; specify (All) for all languages. Country Specify the country or legislation of the software needed; specify (All) for all countries available.
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Contact
m Enter the Name, E-mail address, Phone number and Job title of the user for contact purposes.
Buttons
Once all the necessary information is specified: Click to view the new batch of release notes. Click to view the new batch of help files. Click to start the updating process. Click to exit. Once OK is clicked, the system checks the number of files to be downloaded and prompt the user whether to proceed with the updating process with a message. Click Yes to proceed with updating. To update with the installation CD, if available, run the NetSetup_ .exe ( being the language code; see 2.2. Standalone workstation installation) in the installation CD. The rest of the updating process is as described earlier.
At the Workstations
At the workstations, the software should have updated automatically. To check this start up the workstation and check if the updated version is being used. Once the updating is complete, the system will prompt whether to start up Exact Globe 2003.
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Click Internet for updating via the internet. The Exact Internet Installer screen appears. It is the same one as described in 4.2.1 Network updating above, and the update process is exactly the same except for: Install mode Specify Internet workstation installation (instead of Internet network installation). Installation directory Specify the location where Exact Globe 2003 is installed in the workstation and not in the server (e.g. C:\Program Files\Exact Software). Proceed with the updating process similar to that for network updating. Again updating via CD is possible, just run the NetSetup_ .exe and proceed as described earlier.
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Click Download to download the new license from the Exact Customer Portal; the following screen appears.
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Customer code The default customer code appears here; change it if necessary. Password Enter the password (correspond to the customer code above) to access to the Exact Customer Portal to download the new license. Click to download the new license to the default location of My Documents folder. After the license file has been downloaded, go back to the License screen again. Click Select and My Documents folder is open, locate and select the license file and then click the Open button to open the file; and the license is renewed or updated.
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A logon screen appears. Enter the Customer code as the User name, Password and eweb as the Domain. If the Domain field does not appear enter eweb\ before the Customer code, e.g. eweb\2574647 (as shown below). And then click OK. Refer to 5.5.1 Password and logging on on how to obtain the customer password.
Click the My account data link on the top-right corner, then click the required license link. A License voucher link appears in the webpage that follows; click on it and then click on the download button at the bottom of the next webpage. Remember not to change the elc file extension of the license, because Exact Globe 2003 looks for elc when installing license. The new license file has been downloaded to the default directory of My Documents in the local drive.
After the new license file has been downloaded, start up Exact Globe 2003 and open the company database whose license is to be renewed. Go to [File, License update] and the License screen appears. Click Select and My Documents folder is open, locate and select the license file and then click the Open button to open the file, and the license is renewed or updated.
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5.5
5.6
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Various search criteria about the documents are available including Subject, Text, ID, Main category, Category, Subcategory, Language, Type, etc.
Language: - click
to select the required language; choices of language available depend on the help screen appeared.
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Click Web S upport f orm to request for support (the links click here and ask them here are for information on Exact's office worldwide, and products and services respectively). The following Contact Web Support webpage appear. Fill up the form S including the request and click S-Submit to send it. Fields marked with a red exclamation mark (!) are mandatory to be filled in.
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The services and supports include: Receiving queries 24 by 7, i.e. 24 hours a day, 7 days a week, on the internet Extensive searchable useful information Answers to FAQs News about Exact's latest products and versions Access to your own and your customers' databases for information and maintenance And a whole lot more The details of some of the services and support available at the Customer Portal are described in the following.
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If the logon screen is without the Domain field, enter eweb\ before the customer code for User name as follows.
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Then click OK to enter Customer Portal. The homepage of Exact Customer Portal is similar to that shown below.
Notice that there are five main links (to right-hand corner); and they are: Support, News, Reports, My account data and Settings. The News link accesses to the latest news about Exact's products and their versions, and services. And the Reports link accesses to reports relating to your (the logon customer's) account with Exact. Other links are described in the following.
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E This customer card can be edited by clicking the E-Edit button and the webpage appears as follows with editable fields.
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Case-sensitive: Passwords are case-sensitive hence ensure the right cases are used with entering passwords.
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In the next screen enter the data of the new contact. Notice that fields with red exclamation marks (!) are mandatory to be filled S in. Once completed, click S-Save to save the new contact. Click the link of the required contact person (e.g. Norizah Ali) to access to the record of the contact person for editing.
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Enter an appropriate name for the website, e.g. Exact Customer Portal and then click OK to complete the process. After that, you can access to Customer Portal by selecting Favorites at the top menu bar and then Exact Customer Portal, or display the favorite website list in the left window by click the Favorites button and then select Exact Customer Portal.
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Exact Software
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6. Exact Software
Exact Holding N.V. incorporated in Delft, the Netherlands, listed in the Euronext Amsterdam stock exchange since June 1999, is a world-class provider of ERP (enterprise resource planning) solutions, especially to the small- and medium-sized businesses, and also divisions of multinational corporations. The ERP products it provides are total and integrated solutions that encompass all facets of business namely, accountancy and finance, human resource management and payroll, customer relationship management and sales, logistics and manufacturing, and project and service management. Besides their wide-ranging functionalities, Exact Software has also designed its products to be rapidly and easily implemented. As a result, its products have gained acceptance worldwide, enabling Exact Holding N.V. now to operate branch operating companies employing over 2,000 employees in over 60 countries spanning six continents of Europe, Asia, North and South Americas, Africa and Australasia. Together with over 400 resellers worldwide, it serves customers who speak 33 different languages in more than 100 countries. Exact International B.V., a subsidiary of Exact Holding N.V. is purposefully created to serve primarily multinational corporations which have made the wise choice of employing Exact Software solutions for majority of their subsidiaries if not all. A dedicated account team is assigned to each of these corporate customers to establish close collaboration with its internal team to implement the solutions and support its subsidiaries. These account teams are also responsible for supporting customers in implementing the Exact Software solutions in their international operating companies worldwide. The global network of Exact Software is capable of providing sales, implementation and technical support by it local employees worldwide wherever the customer is.
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S To illustrate how such an Exact e-Synergy-powered company and its website work, a demo company called Delta Bike with its website www.deltabike.com has been developed. Notice that Customer Portal, Reseller Portal and Employee Portal are available at the header of the homepage shown below.
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FEEDBACK FORM
Reader's Feedback
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SME0114EN
Exact Software welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information we use for revision. Please take a few minutes of your time to read through the document to be evaluated as thoroughly as you can. Then use your fair judgment to rate the evaluation criteria in the questionnaire basing on the following five-point scores. 1. 2. 3. Excellent - something to shout about Professional - has high standard Acceptable - has the required standard 4. 5. Below average - much room for improvement Not acceptable - definitely needs a rework
Questionnaire
1. a. b. 2. a. b. c. 3. a. b. 4. Contents Breadth: How well has the document covered the desired scope of the subject? Depth: How complete have the different sections covered their topics? Quality Language: How is the overall standard of the language used? Graphics: How is the overall standard of the graphic contents of the document? Presentation: How is the overall standard of the presentation (layouts) of the document? User-friendliness Structure: Is the overall structure or flow used useful for the readers to understand the topics described? Descriptions: Overall, are the topics being described in an easy-to-understand manner? Other comments What features did you like most about this User Manual? What did you like least about it? Provide any other comments you have relating to the document evaluated. Other comments: Reader's Name : Designation:
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May 2005
www.exactsoftware.com