What s new in Winshuttle Studio 11 Document for current 10.x users

Transcription

1 What s new in Winshuttle Studio 11 Document for current 10.x users Copyright ADSOTECH Scandinavia Oy

2 Contents Setup of Winshuttle Studio 11 What does it mean to users of version 10? What is Winshuttle Studio 11? New interface, menus, add-in Highlights of 11 vs 10.x New aspects in some features Getting started 1 st Run 1 st Recording Getting help & reporting a problem Download links and instructions 2

3 Setup of Winshuttle Studio 11 Setup What is required of the system? Will old scripts work? Can you use 10.x and 11 parallel? How to install? 3

4 System requirements Setup Office Office 2007, 2010, 2013 Windows Vista, Windows 7, Windows 8.Net Framework 4.5+ Locales Application localized EN-only to start with Will support OS locales 4

5 Script compatibility Setup 10.X scripts can be opened and run in Studio 11 We recommend to take backups of old Scripts Data files 5

6 Parallel installation with 10.x Setup Studio 11 Client can co-exist with 10.x Clients Studio 11 add-in cannot co-exist with 10.x add-ins Disable 10.X Add-In from Application options while using 11 Add-In Disable 11.0 Add-In from Application options while using 10.x Add-In Winshuttle Function Module 10.5 or older WFM needs to be removed and V11 WFM installed 10.6 or 10.7 WFM can be used as is or upgrade it to V11 Note: New long text etc will only work with V11 WFM 6

7 How to install Setup If you don t want to uninstall 10.x yet, at least disable the add-in of 10.x (both Txr and Query) Download zip from the link provided Unzip the file Use separate folder on the computer Execute setup.exe Use Run as Administrator option Start the application Use Run as Administrator option Activate according to your license type 7

8 NEXT... ü Setup of Winshuttle Studio 11 Ø What is Winshuttle Studio 11? o Interface o Menus o Add-in Highlights of 11 vs 10.x Getting started Getting help & reporting a problem Download links and instructions 8

9 What is version 11? What is Menus & ribbons Looks like MS Office Also add-in as ribbon SAP connection open all the time Doesn t ask credentials when running Can define auto logon credentials Check/change credentials/environment before run Everything in one tool Query, Transaction, Direct License defines what you can do 9

10 What is version 11? What is Looks like MS Office 10

11 What is version 11? What is Add-in as ribbon in Excel Winshuttle Run 11

12 UI in Studio 11 What is Transaction scripts File View Map Run Query scripts Workspace Criteria Add-in 12

13 User Interface What is When working with Transaction scripts you see four menus With Query scripts you see six menus 13

14 File menu What is Start creating a new script or open an existing one 14

15 File menu What is Save your script and data file or get information on the files 15

16 File menu What is Check scheduled tasks or list of scripts you have run 16

17 File menu What is Check the account you have used to log into Winshuttle and browse online help 17

18 View menu What is Basic/Expert, visible fields, Properties panel 18

19 Map menu What is Loop, If, Restore, Validation, Required field, Copy paste 19

20 Run menu What is Linking, Backup, Publish, Lookup, Run, Debug, Schedule 20

21 Add-in What is Everything in ribbon with Excel add-in 21

22 NEXT... ü Setup of Winshuttle Studio 11 ü What is Winshuttle Studio 11? Ø Highlights of 11 vs 10.x o If conditions o Allowed values o Require Data o Etc. Getting started Getting help & reporting a problem Download links and instructions 22

23 11 vs 10.x Highlights If Conditions Allowed Values Require Data Simulation & Validation Transform Long Text Cell Based 23

24 If conditions Highlights You can set up complex conditions consisting of several statements and groups of statements 24

25 Allowed values Highlights Limiting the possible values used for a field More choices than in 10.x 25

26 Required fields Highlights Make sure end users input data for certain fields empty value not accepted Select the field (here row 6) Require Data (icon appears on the row) 26

27 Simulation & Validation Highlights Validate: Checks if input values comply with SAP rules Will not catch if balance 0 27

28 Simulation & Validation Highlights Simulate: Simulates all of data entry + posting -> balance catched 28

29 Transform Highlights Select a field Add Transform Type in an Excel formula to calculate and upload the value to selected SAP field Decide where in Excel you wish to see the new value 29

30 Long Text Highlights 30

31 Cell Based Highlights 31

32 NEXT... ü Setup of Winshuttle Studio 11 ü What is Winshuttle Studio 11? ü Highlights of 11 vs 10.x Ø Getting started o 1st run o 1st recording Getting help & reporting a problem Download links and instructions 32

33 Getting started Start Steps to run a script From Winshuttle From Excel Steps to record a script 33

34 First run - from Winshuttle Start File Open Select correct script from Recent Scripts Computer 34

35 First run from Winshuttle Start Type in appropriate data Run menu Click Run 35

36 First run from Winshuttle Start If first SAP connection, give SAP credentials Save as auto logon credentials Easier to use later 36

37 First run from Excel Start Open the data file and select Winshuttle Run menu Click on Logon To Winshuttle button Next Logon To SAP Give SAP cred in Credentials or Auto Logon 37

38 First run from Excel Start Scripts published: select script from the list and run Scripts not published: Most buttons appear only after opening the script from your computer 38

39 First recording Start File New Transaction Create from SAP Recording 39

40 First recording Start If you have not logged on to SAP yet, do it now 40

41 First recording Start Give Transaction code You can change Recording mode You can decide to use an existing data file Start Recording 41

42 First recording Start Go through recording phase as before 42

43 First recording Start MAPPING Drag-n-drop remains the same Select View menu for Selecting what type of fields are visible Show/hide Properties panel on the right Switching between Basic and Expert Views Map menu allows you to Enable/disable fields & copy-paste Create a loop or a condition Set allowed values, required fields 43

44 First recording Start Save your files before running the script Main Save Button up top handles both files 44

45 First recording Start In the Run menu you can add options like Backup, Linking or publish script in data file Lookup Values function is also available here and you can add, delete, rename Excel sheets 45

46 First recording Start Drag-n-drop remains the same 46

47 NEXT... ü Setup of Winshuttle Studio 11 ü What is Winshuttle Studio 11? ü Highlights of 11 vs 10.x ü Getting started Ø Getting help & reporting a problem o Online sources o Reporting to Adsotech Download links and instructions 47

48 Getting help Help Where to find more info Product itself Online Help (File Help Studio Help) Support.winshuttle.com Contact Adsotech 48

49 Getting help Help Reporting a problem to Adsotech support@adsotech.com Problem description, T-code Screenshots, both the intended process and the problem Description of what happens when you run Debug Files: script and data file (also.bak file if available) Data file should include the run result (= log message) Product version (File Help) 49

50 NEXT... ü Setup of Winshuttle Studio 11 ü What is Winshuttle Studio 11? ü Highlights of 11 vs 10.x ü Getting started ü Getting help & reporting a problem Ø Download o Instructions o Links 50

51 Download links and instructions Download Instructions: Click link below and save file to your computer Close all Office applications Start downloaded.exe file using Run As Admin option Start new Winshuttle Studio application (Run As Admin) Choose Connect Give Winshuttle credentials and follow on screen instructions if any Link: Studio 11 FCS 32bit 51

52 Further contacts in Nordic Countries ADSOTECH Scandinavia Oy Piispanportti Espoo Finland Sales: Christer Mäkelä christer.makela@adsotech.com Support: support@adsotech.com