Welcome to the HighTower Library Master Online Manual

Transcription

1 ur s Your olution M 90 Welcome to the Highower Library Master nline Manual How o Use his Guide ontents ndex

2 2 How to Use his Guide Go to the How to Use his Guide page (this page). ext on page... Go to the ontents. Go to the previous page. Go to the next page. Go back to the previous link. Go to the ndex. ndicates a jump to a topic. ookmarks appear in the overview window to the left of the document window. hese bookmarks are similar to a table of contents. ote: his manual is best viewed using crobat Reader 5.0, which can be installed from the -RM. For best printing results, print to a Postcript printer. Highower Library Master Manual

3 3 nformation in this document is furnished only under a ustomer License greement or non-disclosure agreement, and may be used or copied only in accordance with the terms of such agreement. he software described in this document is protected by copyright, and may not be copied on any medium except as specifically authorized in the license or non-disclosure agreement. his document is also protected by copyright, and may not be reproduced or transmitted, in whole or in part, by any means, including photocopying, facsimile transmission, or reduction to any electronic medium or machine readable form, without the express written consent of Highower, nc. opyright tatements: Food istribution, MR ncoded Laser hecks, Multi-in dvanced istribution, Point of ale Professional, Professional Retainer ontrol, Remote alesperson, Remote alesperson Laptop, canlaster, ime and illing, ime and illing Professional, and imekeeper are products of Highower, nc. opyright ll rights reserved. M 90, M 200, and M 500 are products of est oftware. opyright ll rights reserved. he entry pelling-hecker ngine opyright Wintertree oftware, nc. Microsoft Windows, 95, 98, 2000, M, and P names and logos are registered trademarks of the Microsoft orporation. opyright ll other trademarks and copyrights are the property of their respective holders. his manual was written for Highower Library Master version 4.0. t was last updated on 6/1/2004. Highower Library Master Manual

4 4 hapter 1 ntroduction 7 he Highower deal 7 Welcome to the Highower Library Master Module 7 Using the Highower Library Master Manual 8 ections in this Manual 8 Graphic onventions 9 ext onventions 9 Getting dditional opies of the Manual 10 pen the Highower nline Manual 10 Using the nline Help 12 pen the nline Help 12 Highower upport ervices 13 hapter 2 Highower Library Master oncepts 14 How Highower Library Master Works 14 nhancement Registration 14 lient/erver Workstation nstall 15 pell heck Maintenance 15 Remote User Maintenance 15 Remote evice Maintenance 15 Remote License Maintenance 16 P pplication nstall 16 nhancement Patch nstall 16 Palm onduit Utility 16 nhancement iagnostic nquiry 17 Highower ata efinitions 17 Highower Migrate Level 3 ata 17 hapter 3 nstalling the Highower Library Master Module 18 ystem Requirements 18 nstalling Highower Library Master 18 ystem tartup 22 etup the Highower Library Master in the Role Maintenance 22 Register the Highower Library Master Module 23 M 200 or M 200 for QL nstallations 24 able of ontents Highower Library Master Manual

5 5 hapter 4 avigating in Highower Library Master 25 Using the Modules ree 25 pen a Highower Library Master Window through the Modules ree 26 Using the Highower Library Master Menu ar 27 pen a Highower Library Master Window through the Menu ar 27 Using utton Fields in Highower Library Master 28 hapter 5 Using the Main Menu 34 How to Use the Main Menu 34 pen a Window from the Main Menu 34 nhancement Registration 34 Register an nhancement 35 lient/erver Workstation nstall 36 Perform the lient/erver Workstation nstallation 36 pell heck Maintenance 37 elect the tems to be pell hecked 37 hapter 6 Using the Remote Menu 39 How to Use the Remote Menu 39 pen a Window from the Remote Menu 39 Highower evice etup verview 39 tandard torage Locations 40 Recommended and Minimum Hardware 40 Palm evices 40 Pocket P evices 40 ppforge ooster 41 nstalling and onfiguring Your P evice 41 Palm evices 41 Pocket P evices 42 ynchronization rchitecture 42 Palm evices 43 Pocket P evices 45 Highower Remote User evice Licenses 46 Remote User Maintenance 46 reate a Remote User 46 Remote evice Maintenance 47 reate a Remote evice 47 able of ontents Highower Library Master Manual

6 6 Remote License Maintenance 48 reate a Remote License 48 P pplication nstall 49 nstall the Highower Module on a Palm evice 49 nstall the Highower Module on a Pocket P evice 53 hapter 7 Using the Utilities Menu 59 How to Use the Utilities Menu 59 pen a Window from the Utilities Menu 59 nhancement Patch nstall 59 omplete the nhancement Patch nstallation 60 Palm onduit Utility 61 onfigure the onduit 61 nhancement iagnostic nquiry 63 Perform iagnostic esting 64 Highower ata efinitions 64 ccess the Highower ata efinitions 65 Highower Migrate Level 3 ata 67 Migrate Level 3 ata 68 hapter 8 Glossary 72 able of ontents Highower Library Master Manual

7 7 ntroduction hapter 1 he Highower deal t Highower, we are committed to delivering superior accounting, time management, manufacturing and distribution solutions to small and mid-sized businesses. Highower is a est oftware Master eveloper for M 90 and M 200 software with titles such as Food istribution, MR ncoded Laser hecks, Multi-in dvanced istribution, Point of ale Professional, Remote alesperson P, Remote alesperson Laptop, canlaster, ime and illing, ime and illing Professional, and imekeeper to our credit. Highower uses a unique Patch nstallation system, which installs the Highower enhancements without overwriting your original est oftware program. ur patch installation method makes our products attractive to users installing enhancements from multiple est oftware Master evelopers. ur promise of exceptional technical products is only exceeded by our commitment to customer service. ur success is measured in customer satisfaction. Welcome to the Highower Library Master Module he Highower Library Master module is required by every Highower module for est oftware s M 90/M 200 system. he Highower Library Master module includes our unique Patch nstallation feature, which installs the Highower enhancements without overwriting your original est oftware program or modules written by other Master evelopers. his module also contains maintenance features for Highower applications designed for remote devices, and a utility for Palm conduits. n addition, Highower Library Master module includes utilities for troubleshooting Highower enhancements, such as the nhancement iagnostic nquiry feature and the Highower ata efinitions. hapter 1: ntroduction Highower Library Master Manual

8 8 he Highower Library Master module also includes the pell heck Maintenance feature free of charge. his feature was available in the Highower pell heck module, but will now be installed for all Highower software users. his feature can check the spelling in virtually any entry field across LL of your M 90/M 200 modules. Using the Highower Library Master Manual his manual provides the information necessary for installing and operating your Highower Library Master module. Use the Highower Library Master manual as a guide when initially installing the module, and then as a resource for understanding features of the module. he manual contains overviews and samples of windows and menus. hapter hapter 2: Highower Library Master oncepts hapter 3: nstalling the Highower Library Master Module hapter 4: avigating in Highower Library Master ections in this Manual his manual is divided by the menu options available in the Highower Library Master module. he following table describes the chapters available in this manual. escription his chapter explains different concepts you need to know about using your Highower Library Master module. his chapter details the installation procedures for the Highower Library Master module. his chapter describes the windows and button fields available in the Highower Library Master module. hapter 5: Using the Main Menu hapter 6:Using the Remote Menu hapter 7: Using the Utilities Menu his chapter describes how to use the features in the Main menu, including how to register Highower enhancements. his chapter details how to configure remote devices such as Ps and laptops that use Highower software. his chapter details how to use the Highower nhancement Patch nstall feature and how to use additional utilities. hapter 1: ntroduction Highower Library Master Manual

9 9 Graphic onventions he following icons are used throughout this manual to indicate different types of information. Graphic escription he ote symbol is followed by additional information 5 about a topic. he Helpful Hint symbol is located in the left margin and 2 contains additional information about an option. he Warning symbol is followed by information to help you : avoid costly mistakes. ext onventions he following table describes the text conventions used in this manual. ext onvention Field font talic font xplanation ndicates a field name, list box name, options in a list, column name, or check box. xample: he Modes button is available only if Windows Printer Port or Physical evice is selected at the evice ype field. ndicates directory names or references to other manuals. xample: For more information about setting up and processing sales tax, refer to your ccounts Receivable or ccounts Payable manual. Highower provides online manuals, online help, and technical support for all our enhancements. hapter 1: ntroduction Highower Library Master Manual

10 10 Getting dditional opies of the Manual he Highower Library Master manual is available when you install the module. pen the Highower nline Manual 1 From the Help menu on the M 90/M 200 menu bar, select Highower Manuals. he Highower Manuals list appears on the right side of the screen. Highower Manuals List 2 lick on the Highower Library Master link. his manual will appear in PF format. hapter 1: ntroduction Highower Library Master Manual

11 11 nline Manual hapter 1: ntroduction Highower Library Master Manual

12 12 Using the nline Help he Highower Library Master includes an extensive online help with the standard content online help and context-sensitive online help for fields and windows. nline Help pen the nline Help For field level context-sensitive help, move your cursor to the field and press F1. pop-up window appears with help for the field. For window level context-sensitive help, click the button on the window. he help screen for the window appears. hapter 1: ntroduction Highower Library Master Manual

13 13 Highower upport ervices Highower provides several methods of support for your Highower Library Master module: ontact your uthorized Reseller or onsultant. f you do not have an uthorized Reseller or onsultant, contact Highower ( ). Refer to the Highower ata efinitions available in the Highower Library Master module in the Utilities menu. his feature lists all the data fields available on each window of each Highower module. ccess technical bulletins and download program corrections through the Highower website ( ote that program corrections are available exclusively through the nternet. For more information about Highower s fee-based customer support services, contact our Help esk epartment. Regular Help esk hours are 9:00.M. to 5:00 P.M. entral tandard ime Monday through Friday. You can reach our Help esk epartment in the following ways: Phone: Fax: mail: helpdesk@hightowerinc.com his concludes hapter 1: ntroduction of the Highower Library Master manual. hapter 1: ntroduction Highower Library Master Manual

14 hapter 2 Highower Library Master oncepts hapter 1 hapter 2: Highower Library Master oncepts explains different concepts you need to know to use your Highower Library Master module efficiently. How Highower Library Master Works he Highower Library Master module is required by every Highower module. You will not be able to install a Highower enhancement without first installing the Highower Library Master module. his module includes the following features required by other Highower modules: nhancement Registration 14 lient/erver Workstation nstall pell heck Maintenance Remote User Maintenance Remote evice Maintenance Remote License Maintenance P pplication nstall nhancement Patch nstall Palm onduit Utility nhancement iagnostic nquiry Highower ata efinitions Migrate Highower Level 3 ata nhancement Registration he nhancement Registration feature is new with version 4.0. his feature registers Highower enhancements that you install. hapter 2: Highower Library Master oncepts Highower Library Master Manual

15 15 lient/erver Workstation nstall he lient/erver Workstation nstall feature allows your company to install client/server versions of Highower enhancements on your company s server as well as your local workstation. Local workstation installations provide only the necessary program files required by the computer to interact with the shared server. Program-specific bitmap images, help files, and user manuals are only installed on your company s server but can be copied to your local workstation through the lient erver Workstation nstall utility. pell heck Maintenance pell heck Maintenance allows you to check the spelling of any data-entry field in M 90/M 200 by pressing RL + F1. pell heck Maintenance can be configured to automatically check spelling on exit of a changed field by selecting that field in pell heck Maintenance. pell heck Maintenance allows you to specify fields that you require to be spell checked whenever they are modified. pell heck Maintenance provides a list of available fields by application and menu selection. he fields listed are determined at runtime by the modules installed on your system. Remote User Maintenance he Remote User Maintenance feature is required by Highower remote modules including canlaster and imekeeper. Remote evice Maintenance he Remote evice Maintenance feature is required by Highower remote modules including canlaster and imekeeper. he Remote evice Maintenance feature is used to create remote devices for M 90/M 200. hapter 2: Highower Library Master oncepts Highower Library Master Manual

16 16 Remote License Maintenance he Remote License Maintenance feature is required by Highower remote modules including canlaster and imekeeper. he Remote License Maintenance feature is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. P pplication nstall he P pplication nstall feature is required to install Highower remote modules such as canlaster and imekeeper on P devices. You must connect your P device while installing. nhancement Patch nstall Highower features a Patch nstallation system when installing our enhancements. Highower does not install modified versions of your M 90/M 200 modules. he nhancement Patch nstall feature inserts lines of code into your existing M 90/M 200 modules, and into programs modified by other Master evelopers (unless the Master eveloper password protects the est owned M 90 programs). he nhancement Patch nstall feature, creates a backup of the M 90/M 200 modules before inserting the lines of code. f you ever uninstall a Highower module, your system will return to the backed up version of the modules. Palm onduit Utility he Palm onduit Utility feature is required for Highower remote modules such as imekeeper on P devices. his feature allows you to view conduit information. hapter 2: Highower Library Master oncepts Highower Library Master Manual

17 17 nhancement iagnostic nquiry he nhancement iagnostic nquiry feature is new with version 4.0. he nhancement iagnostic nquiry feature is located under the Highower Library Master Utilities menu. his feature is used to view company parameters and program revision information. imply select an enhancement you want to view and the company parameters for the company you are currently in will display, along with the revision number for all the programs in that enhancement. Highower ata efinitions he Highower ata efinitions provides the technical details for each window and field in each of the installed Highower modules. You can use this information for troubleshooting purposes. Highower Migrate Level 3 ata he Highower Migrate Level 3 ata Wizard brings over the remote user, device, and license information from your previous version of M 90 or M 200. f you have canlaster, imekeeper, or Remote alesperson installed on a 4.00 M 90 or M 200 system and also had them installed on a 3.xx level of M 90 or M 200, then run the Highower Migrate Level 3 ata Wizard to bring over the setup information for these modules. he setup information that will be migrated to your 4.00 system is Remote User records, Remote evice Records, Remote License records, Fid0Map records, and any M90xxx.ini files. his concludes hapter 2: Highower Library Master oncepts of the Highower Library Master manual. hapter 2: Highower Library Master oncepts Highower Library Master Manual

18 hapter 3 nstalling the Highower Library Master Module hapter 2 hapter 3: nstalling the Highower Library Master Module provides detailed installation instructions, and contains the steps to register the Highower Library Master module. ystem Requirements est oftware does set standard system requirements for workstations using M 90/M 200. ee the system requirements determined by est ( 18 nstalling Highower Library Master omplete the following steps to install the Highower Library Master module. 1 lose all programs. 2 nsert your Highower nhancements -RM into your -RM drive. he installation screen appears. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

19 19 3 elect nstall Highower nhancements. he system starts the installation wizard. Welcome Window 4 lick ext from the main welcome screen to begin installation. oftware License greement Window hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

20 20 5 lick Yes in the software license agreement screen. nstallation Location Window 6 rowse to the location on your computer where your M 90/M 200 system is installed and click ext. Highower omponents Window 7 elect the Highower enhancement you want to install from the list of Highower applications and click ext. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

21 21 warning dialog box displays reminding you to close M 90/M 200 before proceeding with the installation. urrent ettings Window 8 Verify the installation settings and click ext. Finish nstallation Window 9 lick Finish to complete the installation. You may view the Read Me file by selecting the Launch Read Me check box. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

22 22 ystem tartup ystem tartup is an automatic procedure that must be performed once per company. his procedure is initiated the first time you access Highower Library Master for a specific company. etup the Highower Library Master in the Role Maintenance You must make sure that you check the Highower Library Master module in the Role Maintenance feature of the M 90/M 200 s Library Master module. 1 From the M 90/M 200 s Library Master, select Role Maintenance from the Main menu. Role Maintenance Window 2 elect your user role defined for your M 90/M 200 system. ee your M 90/M 200 Library Master Manual for more information. 3 heck the Highower Library Master option. 4 lick the ccept button. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

23 23 Register the Highower Library Master Module You can install all Highower enhancements for a 45-access trial period. When you purchase an enhancement, you will receive a registration and key from your Highower representative. You register Highower enhancements through the Highower Library Master module. 1 From the Highower Library Master module, select Highower nhancement Registration from the Main menu. he nhancement Registration window appears. Highower nhancement Registration Window 2 nter the registration key in the Registration ey field. 3 nter the unlocking key in the Product ey field. 4 lick ccept. he system will register all purchased Highower enhancements. ee the nhancement Registration section for more information about this feature. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

24 24 M 200 or M 200 for QL nstallations fter the installation or upgrade is completed on the M 200 server, you must run the a lient erver Workstation nstall on each workstation for each Highower enhancement that has been installed or upgraded. 1 o run the lient erver Workstation nstall, click on the Utilities menu of Highower Library Master module. lick on the lient erver Workstation nstall menu option to display the lient erver Workstation nstallation window. 2 For each enhancement there are three options that may be selected - nstall, Help, and Manual. elect nstall (the Help and Manual options are not required). fter the options have been selected, click Proceed to install the selected options to the workstation. ee the lient/erver Workstation nstall section for more information about the client install. his concludes hapter 3: nstalling the Highower Library Master Module of the Highower Library Master manual. hapter 3: nstalling the Highower Library Master Module Highower Library Master Manual

25 hapter 4 avigating in Highower Library Master hapter 3 hapter 4: avigating in Highower Library Master contains instructions on how to access specific features of the Highower Library Master module. his chapter describes how to access windows in Highower Library Master, use the menu bar, and use different button fields available in the module. Using the Modules ree 25 he Highower Library Master module displays the menu options in the M 90/M 200 Modules tab, which contains the "tree-like" view. You can access a window in the Highower Library Master module through the tree-like view. M 90 Window hapter 4: avigating in Highower Library Master Highower Library Master Manual

26 26 pen a Highower Library Master Window through the Modules ree 1 ouble-click the Highower Library Master module from the Modules tab. he module expands to display all the menu options available in the Highower Library Master module. 2 lick on the menu option you want to access. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Main Menu 3 ouble-click on the name of the window to open. he system displays the selected window. hapter 4: avigating in Highower Library Master Highower Library Master Manual

27 27 Using the Highower Library Master Menu ar he Highower Library Master menu bar is available through the M 90/M 200 menu bar. You can access the windows in the Highower Library Master module through the menu bar. Highower Library Master Menu M 90 Window pen a Highower Library Master Window through the Menu ar 1 From the Modules menu, select Highower Library Master. 2 elect the menu option, then select the name of the window. he system displays the window. fter opening the Highower Library Master module, the Highower Library Master menu appears in the right side of the menu bar. You can access additional Highower Library Master windows using this menu bar. hapter 4: avigating in Highower Library Master Highower Library Master Manual

28 28 Using utton Fields in Highower Library Master he Highower Library Master module uses the standard M 90/M 200 button fields that you use to perform a specific activity. You can also use the keyboard to perform many of the same functions. he following table describes each button and provides the keyboard variation of the button when applicable. utton eyboard escription R PR P L HM PG UP PG W RL+HM dvances you to the next field on a window. n a grid, pressing the key moves focus from cell to cell. t the end of the row, pressing moves the key to the next row. dvances you to the next required field on a window and allows you to save changes. You can use the spacebar to clear or select a check box or radio button field. eletes the information in a field. loses the current window. n a grid, pressing the key cancels a cell entry. eletes information from a field. Highlights the first item in a list box or Lookup window. n a grid, pressing the HM key moves focus to the first cell of a row. Highlights the last item in a list box or Lookup window. n a grid, pressing the key moves focus to the last cell of a row. Highlights an item in the previous page of a list box or Lookup window. Highlights an item in the next page of a list box or Lookup window. n a grid, moves focus to the first row in the same cell position. hapter 4: avigating in Highower Library Master Highower Library Master Manual

29 29 utton eyboard escription RL+ RL+R RL+R RL+L RRW F1 in a Field F1 on a Window F2 F3 or L+L F4 F5 RL+F5 RL+F6 n a grid, moves focus to the last row in the same cell position. n a grid, adds line feeds to comments. nserts a line. eletes the current line. n a grid, pressing the RRW keys moves focus from cell to cell. isplays the pop-up help for the current field. isplays the help for the entire window. isplays the Lookup window for the current field. elect an item from the Lookup window and click elect. he item appears in the field. isplays an alternate Lookup window for the current field. his window is usually more tailored for the current field than the general Lookup window. elect an item from the Lookup window and click elect. he item appears in the field. llows you to print the information available on a window. his option my display an options window, where you can select the type of data to include in a printout. n a grid, allows you to toggle between the primary and secondary grids. pens a window for you to perform a special task associated to the field or window. Usually allows you to display/enter lot/serial items. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the first record available. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the previous record available. hapter 4: avigating in Highower Library Master Highower Library Master Manual

30 30 utton eyboard escription RL+F7 RL+F8 L+ Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the next record available. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the last record available. aves the information you added or changed in a window. L+ isregards any changes you entered in a window. L+ L+P L+V L+ HF+F1 L+ L+U Removes the currently selected record from the M 90/M 200 system. lick this button to print a report, journal, or listing. lick this button to preview a report, journal, or listing before printing it. lick this button to change the printing configurations for the report, journal, or listing. isplays Help text for the window. lick for dialog boxes and line entries. Undo line changes. L+ nserts a line. L+ eletes a line. L+1, 2, 3... n a data entry window, selects the first tab, second tab, third tab... hapter 4: avigating in Highower Library Master Highower Library Master Manual

31 31 utton eyboard escription L+ pens a atch window where you can start a multiple data entry session. ends an to the address entered in the -mail ddress field. isplays a text window to enter or view additional information about an item. L+M L+M pens the Memo Maintenance window where you can write a memo. isplays a memo already assigned to a customer or item. L+Q L+ L+ L+U L+ L+Z Launches the MapQuest website for directions to a location. hows the image specified at the adjacent field. earch through a list or Lookup window for items that match a specified search criteria. Use the earch option to limit the number of items in a list or Lookup window. Launches a website based on the URL entered at the URL ddress field. isplays the next number for a record. lick this button to add a new item. isplays the details of an item. alculates the net balance. F2 pens the calculator. F2 pens the calendar. isplays options for changing budget amounts. hapter 4: avigating in Highower Library Master Highower Library Master Manual

32 32 utton eyboard escription L+U e-selects all rows in a grid. L+ elects all rows in a grid. elects a column in a grid. elects a row in a grid. elects all rows in a grid. L+ L+W L+U L+ L+R elects the total row in a grid. nserts a row in a grid. Moves a row down in a grid. Moves a row up in a grid. Preview button. eletes a row in a grid. Resets a row in a grid. aves changes. witches between displaying the ew alance view and the ebits and redits view. Lists files in a directory. hapter 4: avigating in Highower Library Master Highower Library Master Manual

33 33 utton eyboard escription pens a ext Maintenance window where you can write an extended description. his button is available on a Lookup window. lick Filters to enter additional filters for the lookup. he text on this button will appear in red, if filters already exist. his button is available on a Lookup window. lick ustom to create a unique lookup view by adding, removing, and/or modifying columns and filters. his button is available on a Lookup window. lick Find to activate the search. lick elect to select a record, or double-click the current line. his concludes hapter 4: avigating in Highower Library Master of the Highower Library Master manual. hapter 4: avigating in Highower Library Master Highower Library Master Manual

34 hapter 5 Using the Main Menu hapter 4 hapter 5: Using the Main Menu teaches you how to use the features available in the Main menu of the Highower Library Master module. How to Use the Main Menu pen a Window from the Main Menu 1 ouble-click the Highower Library Master module from the Modules tab. he module expands to display all the menu options available in the Highower Library Master module lick on the Main menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Main Menu 3 ouble-click on the name of the window to open. he system displays the selected window. nhancement Registration he nhancement Registration feature registers Highower enhancements that you install. hapter 5: Using the Main Menu Highower Library Master Manual

35 35 Register an nhancement 1 elect nhancement Registration from the Main menu. he Highower nhancement Registration window appears. Highower nhancement Registration Window his window displays the Highower enhancements installed on your system, whether they are registered, and the expiration date if one applies. 2 nter your registration key in the Registration ey field. his number will be between 4 and 20 characters. 3 nter the unlocking key from your Highower representative in the Product ey field. his number is 25 characters and unlocks all purchased Highower enhancements. f you purchase another Highower enhancement, you will receive a new product key that will work for newly purchased Highower products in addition to existing modules. 4 lick the ccept button. he system registers the purchased enhancements. hapter 5: Using the Main Menu Highower Library Master Manual

36 36 lient/erver Workstation nstall he lient/erver Workstation nstall feature allows your company to install client/server versions of Highower enhancements on your company s server as well as your local workstation. his feature is used with M 200 only! You can install only the program files necessary to run the Highower enhancements on your employees workstations, and the full installation on your company s server. his utility automatically detects the Highower enhancements that have been installed on your company s server and presents you with a series of options to copy select program files to your local workstation. You can opt to install program-specific bitmap images, help files, and user manuals to your local workstation by selecting the appropriate check boxes for the desired application(s). Perform the lient/erver Workstation nstallation 1 elect lient erver Workstation nstall from the Main menu. he lient erver Workstation nstallation window appears. lient erver Workstation nstallation Window he pplication field displays the Highower enhancements that are installed on your company s server. 2 heck the nstall field to copy program-specific bitmap images for the selected application(s) from your company s server to your local workstation. new folder is created within your local M 200 directory for each selected application and contains the installed bitmap images. hapter 5: Using the Main Menu Highower Library Master Manual

37 37 3 heck the Help field to copy the help files for the selected application(s) from your company s server to your local workstation. he installed help files are placed in the Help folder within your local M 200 directory. 4 heck the Manual field to copy the user manual for the selected application(s) from your company s server to your local workstation. he installed user manuals are placed in the ocs folder within your local M 200 directory. 5 lick the Proceed button to copy the selected files from the server to your local workstation. pell heck Maintenance pell heck Maintenance allows you to check the spelling of any data-entry field in M 90/M 200 by pressing RL + F1 (press F11 in a itrix environment). Use the pell heck Maintenance feature to specify the fields that you require to be spell checked whenever they are modified. elect the tems to be pell hecked 1 elect pell heck Maintenance from the Main menu. he pell heck Maintenance window appears. pell heck Maintenance Window 2 elect the module you want to use the spell check feature with from the pplication field. he menu options for the module appear in the Menu election field. hapter 5: Using the Main Menu Highower Library Master Manual

38 38 3 elect the menu option that contains the fields you want to use the spell check feature for from the Menu election field. he windows available in the selected menu appear in the vailable for pell heck field. 4 elect the fields you want to spell check from the vailable for pell heck field. ouble-click icon to view all the entry fields available in the window. lick on the field you want to spell check and click the button. he field name moves to the elected for pell heck field. 5: he field names are coded because the fields are read directly from M 90/M 200 libraries. s a result, pell heck Maintenance can check the spelling of any field in your system, including fields developed for future releases of the software. Use the ustomizer in ustom ffice to research the names of the fields, or use the Highower ata ictionary for the names of fields within your Highower modules. 5 lick the lose button to save the changes. his concludes hapter 5: Using the Main Menu in the Highower Library Master manual. hapter 5: Using the Main Menu Highower Library Master Manual

39 hapter 6 Using the Remote Menu hapter 5 hapter 6: Using the Remote Menu contains instructions on how to setup Highower remote modules. How to Use the Remote Menu pen a Window from the Remote Menu 1 ouble-click the Highower Library Master module from the Modules tab. he module expands to display all the menu options available in the Highower Library Master module lick on the Remote menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Remote Menu 3 ouble-click on the name of the window to open. he system displays the selected window. Highower evice etup verview he Highower P ynchronization software consists of software provided by the handheld operating system vendors (such as Palmource for the Palm and Microsoft for Pocket Ps) and software written in the Provide programming language of M 90 and M 200. hese very different software packages work together through software developed by Highower. hapter 6: Using the Remote Menu Highower Library Master Manual

40 40 Highower uses ppforge MobileV software for the imekeeper and Remote alesperson modules (but not for canlaster). imekeeper and canlaster require device licenses, but Remote alesperson does not (Remote alesperson requires an external user licenses). he device license structure is based on the user, device, and application. Users are setup in Remote User Maintenance, devices are setup in Remote evice Maintenance, and licenses are managed in Remote License Maintenance. tandard torage Locations Highower P pplications are stored in the M 90 or M 200 directory structure. Palm applications are located at M90\H\Palm and Pocket P applications are located at M90\H\Win. he applications are stored in the M 90 directory structure primarily to ease installation of service packs. t also means that everyone will easily know where the latest application is. Recommended and Minimum Hardware hese hardware specifications indicate the recommended, and lowest possible, hardware configurations. Palm evices Recommended: Palm 5.0 or higher, 8 M of RM or higher Minimum: Palm 3.5 or higher, 8 M of RM or higher Pocket P evices Pocket P 2002 or Pocket P 2003 handheld running an RM/cale, MP, or H3 processor t least 4 M of available storage space (RM) Will not work from storage cards (such as cards) hapter 6: Using the Remote Menu Highower Library Master Manual

41 41 ppforge ooster Highower uses the ppforge MobileV software for Remote alesperson and imekeeper. n order for a Highower enhancement to run on the mobile device, the ppforge ooster must first be installed on the device. his software is included with the Highower installation process. he ooster is free for Palm devices and Pocket P (Windows ) devices. o use barcode scanning in Remote alesperson on a Palm device, ooster Plus must be downloaded from ppforge. 5: canlaster does not require ooster. nstalling and onfiguring Your P evice his section briefly describes how to install Highower software to your P device and what to configure before you can use the Highower enhancement. Full details for installing Highower software to your P device exist in the user manual for the Highower module being installed. View the Glossary for any terms not familiar to you. Palm evices ynchronization of data from a Palm device is handled by the Hotync Manager. he Hotync Manager runs a conduit. he execution of the conduit is determined by two conditions. he first is that the conduit must be registered with the Hotync Manager. he second is that the Palm application associated with the conduit is present on the device. o use a Highower module on a Palm device, a Palm esktop of 4.0 or later must be installed, and at least one Palm device must have synchronized with the workstation. Preparing a Palm device for synchronization with M 90/M 200 is a three-step process. he first part is done by creating an entry in Remote evice Maintenance. econdly, for imekeeper and canlaster, a license is needed. You can reserve a license using Remote License Maintenance. o install a Highower module to a Palm device, you must use the P pplication nstall feature. he installation process must be performed once per device. he application will not appear on the device until this wizard is successfully run. hapter 6: Using the Remote Menu Highower Library Master Manual

42 42 Pocket P evices o use a Highower module on a Pocket P device, first you must create an entry in Remote evice Maintenance. econdly, for imekeeper and canlaster, a license is needed. You can reserve a license using Remote License Maintenance. For synchronizing with a Pocket P device, M 90/M 200 runs a synchronization program residing on the device. he execution of this is based on two conditions. he first is that the device is connected to the workstation via ctiveync. he second is that the Pocket P application associated with the synchronization program is present on the device. o install a Highower module to a Pocket P device, you must use the P pplication nstall feature. he installation process must be performed once per device. Your Pocket P device must be connected to the workstation for this command to succeed. ynchronization rchitecture his section briefly describes how the Palm and Pocket P synchronize the data with M 90/M 200 for the Highower remote modules. he synchronization process is different for the Palm and Pocket P devices. View the Glossary for any terms not familiar to you. hapter 6: Using the Remote Menu Highower Library Master Manual

43 43 Palm evices pplication onduit (i.e. PW) M 90 and M 200 Library Master Palmource M bjects Highower M bjects Hotync Manager (Palm esktop) General rchitecture of ynchronizing M 90 with a Palm evice he Hotync Manager itself is what does the actual communication between the Palm device and the workstation. t takes care of things such as protocol (network, serial, U, etc.), user identification, and actually starting the individual conduits. hapter 6: Using the Remote Menu Highower Library Master Manual

44 44 pplication onduit (i.e. PW) M 90 and M 200 Library Master Wind onnection M 90 and M 200 Library Master Palmource M bjects Hotync onnection Hotync Manager (Palm esktop) Highower M bjects General rchitecture of ynchronizing M 200 with a Palm evice hapter 6: Using the Remote Menu Highower Library Master Manual

45 45 he synchronization of a Palm device across a M 200 connection has a slightly different architecture. Most of the code that actually sends data to the Hotync Manager must be executed on the same workstation as the Hotync Manager. o achieve this effect, copies of the necessary Library Master programs are on the workstation as well. With a M 200 connection there are at least two layers of slower wire-line communication, so synchronizing in this scenario may be slower than synchronizing with a M 90 installation. his fact is especially important to keep in mind when using technologies like itrix. Pocket P evices pplication onduit (i.e. PW) M 90 and M 200 Library Master Highower M bjects ctiveync Highower ync Programs ppforge ooster General rchitecture of ynchronizing M 90/M 200 with a Pocket P evice he bottom portion of this diagram represents the Pocket P device. he upper portion represents the workstation. ynchronization on a Pocket P device is accomplished by selecting Windows ync from the Remote menu of the respective module. hapter 6: Using the Remote Menu Highower Library Master Manual

46 46 Highower Remote User evice Licenses he Highower canlaster and imekeeper remote modules require device licenses in order to use M 90/M 200 data. ach User/evice/pplication combination requires one license. he number of device licenses available for any given M 90/M 200 system, is managed by the registration of the Highower Library Master module from Highower. Please contact a Highower alesperson to purchase licenses. f the Highower Library Master module is not registered it will allow 45 days for demonstration purposes, which is standard for any M 90/M 200 module. he Remote License Maintenance feature will allow one User/evice/pplication to be entered and accessed for 45 days. Remote User Maintenance he Remote User Maintenance feature is used to create remote users. You use this feature if your company uses the canlaster or imekeeper modules by Highower. reate a Remote User 1 From the Highower Library Master Remote menu, select Remote User Maintenance to open the Highower Remote User window. Highower Remote User Window 2 nter the login name of the user in the Remote User field. hapter 6: Using the Remote Menu Highower Library Master Manual

47 47 3 nter the full name of the user in the User ame field. 4 nter the user s password in the Password field. 5 lick ccept to save the changes. Remote evice Maintenance he Remote evice Maintenance feature is used to create remote devices for M 90/M 200. reate a Remote evice 1 From the Highower Library Master Remote menu, select Highower Remote evice to open the Highower Remote evice window. Highower Remote evice Window 2 nter the name of the device in the evice ame field. 3 elect the type of device from the evice ype field. elect Palm if the device is a Palm device, Windows if the device is a Pocket P (Windows ) device, or omputer for a workstation connection. 4 lick the ccept button. he system saves the changes. hapter 6: Using the Remote Menu Highower Library Master Manual

48 48 Remote License Maintenance he Remote License Maintenance feature is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. You use this feature if your company uses the canlaster or imekeeper modules by Highower. reate a Remote License 1 From the Highower Library Master Remote menu, select Remote License Maintenance to open the Remote License Maintenance window. Remote License Maintenance Window 2 elect the Highower module from the Module field. 3 elect the name of the remote user created in the Remote User Maintenance window from the Remote User field. 4 elect the name of the device you created in the Remote evice Maintenance window from the Remote evice field. 5 lick the ccept button. his license is set to Pending until the user synchronizes the data. hapter 6: Using the Remote Menu Highower Library Master Manual

49 49 P pplication nstall he P pplication nstall feature is required to install all Highower remote modules on P devices. You must connect your P device while installing. nstall the Highower Module on a Palm evice 1 From the Highower Library Master Remote menu, select P pplication nstall. he Highower P pplication nstallation wizard starts. Highower P pplication nstallation Wizard Window 2 lick ext to access the next window. hapter 6: Using the Remote Menu Highower Library Master Manual

50 50 Highower P pplication nstallation Wizard Window 3 elect the enhancement to install from the hoose the application to install field, and click ext. Highower P pplication nstallation Wizard Window 4 he Workstation etup window only appears if the workstation is not setup to synchronize with M 90/M 200. f this window appears, click the Run Workstation etup button. he system installs the components and prompts you to reboot your system. fter rebooting the workstation, open M 90/M 200 and relaunch the Highower P pplication nstallation wizard, then continue with the next step. hapter 6: Using the Remote Menu Highower Library Master Manual

51 51 5 lick ext to access the next window. Highower P pplication nstallation Wizard Window 6 elect the remote device you created and check your device for the minimum requirements (see the instructions under the How do check? section in the installation wizard). heck My device conforms and click the ext button to access the next window. Highower P pplication nstallation Wizard Window hapter 6: Using the Remote Menu Highower Library Master Manual

52 52 7 heck the ooster version (see the instructions under the How do check ooster? section in the installation wizard) and select the installation option from this window. Perform a Hotync operation on the Palm device to finish installing the ooster application. lick the ext button to access the next window. Highower P pplication nstallation Wizard Window 8 lick the ext button to install the application. Perform a Hotync operation on the Palm device to finish installing the Highower application. fter performing the Hotync, the following window appears. Highower P pplication nstallation Wizard Window hapter 6: Using the Remote Menu Highower Library Master Manual

53 53 9 lick Finish to close the installation wizard. nstall the Highower Module on a Pocket P evice 1 From the Highower Library Master Remote menu, select P pplication nstall. he Highower P pplication nstallation wizard starts. Highower P pplication nstallation Wizard Window 2 lick ext to access the next window. Highower P pplication nstallation Wizard Window hapter 6: Using the Remote Menu Highower Library Master Manual

54 54 3 elect the enhancement to install from the hoose the application to install field, and click ext. Highower P pplication nstallation Wizard Window 4 he Workstation etup window only appears if the workstation is not setup to synchronize with M 90/M 200. f this window appears and you will not use a Palm device, uncheck the will be using a Palm device, and click the Run Workstation etup button. he system installs the components and prompts you to reboot your system. fter rebooting the workstation, open M 90/M 200 and relaunch the Highower P pplication nstallation wizard, then continue with the next step. hapter 6: Using the Remote Menu Highower Library Master Manual

55 55 Highower P pplication nstallation Wizard Window 5 elect the remote device you created and check your device for the minimum requirements (see the instructions under the How do check? section in the installation wizard). heck My device conforms and click the ext button to access the next window. Highower P pplication nstallation Wizard Window hapter 6: Using the Remote Menu Highower Library Master Manual

56 56 6 heck the ooster version (see the instructions under the How do check ooster? section in the installation wizard) and select the installation option from this window. lick the ext button to access the next window. Highower P pplication nstallation Wizard Window 7 lick the nstall button to install the application. he installation process begins. f you are installing the ppforge ooster, the following dialog appears. nstalling pplications ialog 8 lick the Yes button. he following dialog appears. pplication ownloading omplete ialog hapter 6: Using the Remote Menu Highower Library Master Manual

57 57 9 heck your device to see if any additional steps are required. fter completing the additional steps, click the button. he following dialog appears for the Highower module you are installing. M 90 ialog 10 lick the button. he following dialog appears. nstalling pplications ialog 11 lick the Yes button. he following dialog appears. pplication ownloading omplete ialog 12 heck your device to see if any additional steps are required. fter completing the additional steps, click the button. hapter 6: Using the Remote Menu Highower Library Master Manual

58 58 fter you install the application, the following window appears. Highower P pplication nstallation Wizard Window 13 lick Finish to close the installation wizard. his concludes hapter 6: Using the Remote Menu of the Highower Library Master manual. hapter 6: Using the Remote Menu Highower Library Master Manual

59 hapter 7 Using the Utilities Menu hapter 6 hapter 7: Using the Utilities Menu contains instructions on how to use the features available in the Highower Library Master Utilities menu. How to Use the Utilities Menu pen a Window from the Utilities Menu 1 ouble-click the Highower Library Master module from the Modules tab. he module expands to display all the menu options available in the Highower Library Master module lick on the Utilities menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Utilities Menu 3 ouble-click on the name of the window to open. he system displays the selected window. nhancement Patch nstall he nhancement Patch nstall feature installs Highower modules by inserting lines of code into your existing M 90/M 200 modules, and into programs modified by other Master evelopers (unless the Master eveloper password protects the est owned M 90 programs). hapter 7: Using the Utilities Menu Highower Library Master Manual

60 60 omplete the nhancement Patch nstallation 1 Make a backup of your M 90/M 200 directory before installing Highower applications (or applications by any other Master eveloper). 2 From the Highower Library Master s Utilities menu, select nhancement Patch nstall. he following M 90 dialog appears. M 90 ialog 3 lick the Yes button to begin the patch installation. he Patch nstallation window appears. Patch nstallation Program Window 4 elect the install/removal option from the Patch ptions field. elect nstallation to install Highower modules, or select Removal to remove any Highower modules. 5 lick on the module you want to install from the PP nhancements Found field and click the button. he module name moves to the PP nhancements elected field. f you are removing an enhancement, select the name from the PP nhancements elected field and click the button. hapter 7: Using the Utilities Menu Highower Library Master Manual

61 61 6 lick the Proceed button. he following warning appears. M 90 ialog Palm onduit Utility 7 lick the Yes button. he system installs the enhancement. he Palm onduit Utility feature registers the P conduit for Highower remote modules such as imekeeper on Palm devices. onfigure the onduit 1 From the Highower Library Master s Utilities menu, select Palm onduit Utility. he following M 90 dialog appears. hapter 7: Using the Remote Menu Highower Library Master Manual

62 62 M 90 onduit onfiguration Window 2 elect the Highower remote module from the nstalled P Modules field. 3 heck onduit Registered? 4 lick the Register With efaults button to register the conduit with the proper settings for M 90/M 200. he following dialog appears. M 90 ialog hapter 7: Using the Utilities Menu Highower Library Master Manual

63 63 5 lick the Yes button. he system adds the defaults settings. 5: o not click the oggle ebugging button unless directed by a Help esk technician. 6 lick the pply button. he system registers the conduit and displays the following dialog. M 90 ialog 7 lick the button. nhancement iagnostic nquiry he nhancement iagnostic nquiry feature allows you to view company parameters and program revision information. You can use this feature during troubleshooting procedures. You can also print this information for a list of the revision number for all the programs in the selected module. hapter 7: Using the Remote Menu Highower Library Master Manual

64 64 Perform iagnostic esting 1 From the Highower Library Master s Utilities menu, select nhancement iagnostic nquiry. he Highower nhancement iagnostic nquiry window appears. Highower nhancement iagnostic nquiry Window 2 elect the Highower enhancement you want to view from the pplication field. he Highower nhancement iagnostic nquiry window lists all the files for the enhancement and the version number of each file. You can use this information during troubleshooting. 3 lick the button when finished. Highower ata efinitions he Highower ata efinitions provides the technical details for each field in each of the installed Highower modules. You can use this information for troubleshooting purposes, to find fields that you want to add to graphical reports, or to set up imports. hapter 7: Using the Utilities Menu Highower Library Master Manual

65 65 ccess the Highower ata efinitions 1 From the Highower Library Master s Utilities menu, select Highower ata efinitions. he Highower ata efinitions window appears. Highower ata efinitions Window 2 elect the Highower module you want to view the definitions for, and click Proceed. he system displays the definitions for the module. hapter 7: Using the Remote Menu Highower Library Master Manual

66 66 Highower ata efinitions for ime and illing he Highower RG will open in nternet xplorer. he RG displays all of the data files for the selected module as well as their escription, ype, ey, and Record size. 3 lick on the name of the ata File you want to view. he system displays the detail for the data file. hapter 7: Using the Utilities Menu Highower Library Master Manual

67 67 Highower ata efinitions for ime and illing Highower Migrate Level 3 ata he Highower Migrate Level 3 ata Wizard brings over the remote user, device, and license information from your previous version of M 90 or M 200. f you have canlaster, imekeeper, or Remote alesperson installed on a 4.00 M 90 or M 200 system and also had them installed on a 3.xx level of M 90 or M 200, then run the Highower Migrate Level 3 ata Wizard to bring over the setup information for these modules. he setup information that will be migrated to your 4.00 system is Remote User records, Remote evice Records, Remote License records, Fid0Map records, and any M90xxx.ini files. hapter 7: Using the Remote Menu Highower Library Master Manual