Reference Booklet for BAAN IV Important! The BAAN Graphical User Interface environment allows the user to apply Windows shortcuts throughout the entire application, or to use shortcuts that are based on commands of previous BAAN software versions. This booklet only covers the Windows shortcuts. To check whether your environment is set up to use Windows shortcuts or BAAN shortcuts, use the Maintain User Data (ttaad2100m000) session. In this session, the Use BAAN option set field specifies which shortcuts are used. Copyright 2002 Baan Development B.V. The Netherlands The information in this document is subject to change without notice. No part of this document may be reproduced, stored or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Baan Development B.V. Baan Development B.V. assumes no liability for any damages incurred, directly or indirectly, from any errors, omissions or discrepancies between the software and the information contained in this document. Document no. U7038B US
Table of Contents Important! 1 Help Viewer 1 Worktop 2 Menu Browser 5 Process Flow Menu 6 Desktop Manager 7 Session Options 9 Field Options 12 Calendar 12 Calculator 13 Chart Editor 13 Report Viewer 15 Text Editor 16
Help Viewer File Print [!] Exit <Alt>[F4] or [A] Print the current help information to a device. Exit the Help Viewer. Edit Edit Find Find Next [X] <Ctrl>[F] [F] Start editing the current help text in the Text Editor. Start searching for the specified search string. Start searching for the next occurrence of the specified search string. Options Hold/Release Back Restart History Relations [U] [E] or <Esc> [Q] [L] <Ctrl>[Z] Toggle between the hold window and the release window. Go back to the previous window with help information. Go to the first window with help information that was accessed. Show a list of the help topics activated in a chain of hypertext links. Go back to a topic by selecting it from the history list. Show the links to related help information. Help Contents [Z] Using Viewer [?] Remaining Options Go to Page [G] First Page [T] or <Home> Previous Page [P] or <Page Up> Next Page [N] or <Page Down> Last Page [B] or <End> Select Next Topic <Tab> Select Previous Topic <Ctrl><P> Scroll up <Up Arrow> Scroll down <Down Arrow> Display an index of the available help information for the application that is being used (for example, Manufacturing). Display the help information regarding the use of the Help Viewer. Display the specified page. Display the first page. Display the previous page. Display the next page. Display the last page. Select the next topic (hypertext link) in the current window. Select the previous topic (hypertext link) in the current window. Move one line up in the help information. Move one line down in the help information. 1
Go to Selected Topic (this window) <Enter> Go to Selected Topic (New Window) [Y] To Shell [<] Activate the selected hypertext link and show the help information in the current window. Activate the selected hypertext link and show the help information in a new window. Temporarily leave the bshell. Press <Ctrl>[D] or type exit to return to the bshell. Worktop File New Open <Ctrl>[N] <Ctrl>[O] Create a new Worktop document, which defines a working environment for you. A wizard starts to help you configure the working environment. Open an existing Worktop document. You can select the document to be opened. Close Save <Ctrl>[S] Close the current Worktop document. Save the current Worktop document with its settings and shortcuts. Save As Import and Export Print Business Process <Ctrl>[P] Print Preview Properties List of recently used Worktop documents Exit Save the current Worktop document to a new file name and location. The file extension must be.wtd. Import: Import shortcuts from other Worktop documents or locations in your computer environment to the current Worktop document. Shortcuts can be, for example, to applications such as Microsoft Excel, and to shared documents. Export: Export a shortcut from the current Worktop document to a location from which you and other Worktop users can import the shortcut. Print the business process figure that is displayed on the Process tab in the Work area. Display the business process the way it will look when printed. Display the properties of the current Worktop document. Lists the recently used Worktop documents. You can click a document from the list to open the document. Close the Worktop. Your latest settings and shortcuts are saved. Edit Copy Business Process Copy the business process that is displayed on the Process tab 2
in the Work area to the Clipboard so that you can paste it into another application. Attach Note Attach a yellow note to the selected tree item. Use the item's pop-up menu to read, edit, or remove the note. Shortcut Bar Navigation Area Work Area Properties Area Edit Show or hide the shortcut bar. If the shortcut bar is displayed, a check mark appears next to the command. Show or hide the navigation area. If the navigation area is displayed, a check mark appears next to the command. Show or hide the work area. If the work area is displayed, a check mark appears next to the command. Show or hide the properties area. If the properties area is displayed, a check mark appears next to the command. Refresh Toolbars and Status Bar Tree Selected Tree Item Active Business Process Redisplay the Baan Menu Browser and the Baan Process Browser according to the latest information on the Worktop server. You can select the area to be refreshed. F5 refreshes all the areas. This command has a visible effect only if the information on the server differs from the information on your computer. Show or hide the toolbars and status bar. You can select the component to be displayed or to be hidden. If a component is displayed, a check mark appears next to the command. Show or hide one of the selected objects in the navigation area. Note: The object types apply to the Baan Process Browser only. Perform specific actions on the selected tree item in the Navigation area. Expand All: Expand the selected tree item and all its sub-treeitems. Collapse All: Collapse the selected tree item and all its subtree-items. Role(s): Display the role(s) that are linked to the current selected tree item. This command applies only to the Baan Process Browser tree items for which role(s) are defined. Properties: Display the properties of the selected tree item. Perform specific actions on the selected business process or process instance on the Work area's Process tab. Help: Display the Help that is linked to the process. URL: Open the URL that is linked to the process. 3
Support Application(s): Open the support application that is linked to the process. Actual Size: Set the zoom factor of the Process tab to zero. Fit in Window: Zoom in or out the Process tab so that the complete process is displayed in the visible part of the window. Zoom In: Increase the zoom factor of the Process tab. Zoom Out: Decrease the zoom factor of the Process tab. Show Parent Process: Display the parent process. This command is enabled only if the process is a subprocess. Show Process Header: Display the process header on the Process tab. The header contains process information such as the version, project model, process name, and creation date. Show External Codes: Display the external codes of the model items in the process. Role(s): Open the Role dialog box that displays the roles that are linked to the process together with the authorization. Properties: Display the details, last change, and general information of the process. Customize Properties area Change the properties and the order in which the properties are displayed in the Properties area. Go menu Back Forward Open Tree Item Activate the previous command that is listed on the History tab. This command is enabled only if an earlier history item exists. Activate the next command that is listed on the History tab. This command is enabled only if a later history item exists Open the selected tree item in the Navigation area. Tools menu Find Change Company Run Program Options <F3> Perform a search of the tree items in the Navigation area. You can search on the descriptions, or on Baan session codes. Allows you to change the current company number. Start the Baan session that you specify. Allows you to set up your Worktop preferences. Window menu Next Previous Start the next Worktop document in the list of opened Worktop documents. Start the previous Worktop document in the list of opened 4
Worktop documents. List of Open Worktop Documents List the currently opened Worktop documents. A check mark appears in front of the Worktop document that is currently active. Click a document from the list to activate it. Help menu Contents Index What's this? <Shift> [F1] Display the Worktop online Help topics and select the Contents tab. Display the Worktop online Help topics and select the Index tab. Change the pointer into a question mark. To display Help, click an item in the window with the question mark pointer. Other functions Open Shortcut Start the Baan session of which you entered the session code in the Session field. Create a shortcut to the selected object and save the shortcut in the Shortcut bar. Menu Browser File Run Program Exit <Alt>[F4] Run the specified program or session, including its arguments (if any). Exit the Menu Browser. Find By Description By code First Next Start searching for a specific item based on its description. By default the descriptions of items are loaded incrementally. Consequently, searching is then limited to the items currently visible. Start searching for a specific item based on its code. By default the codes of items are loaded incrementally. Consequently, searching is then limited to the items currently visible. Start searching for the first occurrence of the specified search argument. Start searching for the next occurrence of the specified search argument. 5
Previous Last Start searching for the previous occurrence of the specified search argument. Start searching for the last occurrence of the specified search argument. Options Item to Desktop Change Company Defaults Help Contents Find Help On Using Session Add the selected session(s) to the desktop. The Desktop Manager must be running and a group must be selected. Change the current company number. This can only be done for a company with the same package combination. Define the resources used by the Menu Browser, such as the icons used for menus, programs, queries, and sessions. Display an index of the available help information for the application that is being used (for example, Manufacturing). Display the help information of the selected item in the Menu Browser. Display the help information regarding the use of the Menu Browser. Process Flow Menu Model Close Properties Print Close the active business process. Display basic data about the active business process. Print the active business process diagram or the data about the components in the diagram. Exit Close the Process Flow Menu. Process Name Activate the selected process flow. All process flows that have been opened are listed in the Model menu. View AO Document Utilities View the administrative organization document linked to the selected activity. View the utilities linked to the selected activity. A utility is a list of auxiliary sessions that can be activated. 6
Process Utilities Resource Settings Help Help Topic Find help On Process Help About Process Editor View the utilities linked to the current process. A utility is a list of auxiliary sessions that can be activated. Define the resources used by the process flow menus. Display the help information related to the Enterprise Modeler. Display the help information of a process flow component, menu item, or button in the toolbar. The mouse pointer changes into a question mark and arrow. Click on any process flow component, menu item, or button to read the corresponding help information. Display the help information of the active business process. Display basic information about the Business Process Editor. Remaining Options Zoom Out Zoom out to a previous level in the business process structure. Zoom In Roles Zoom in on the selected activity. This only applies for activities representing nested business processes. View the roles linked to the activity. BAAN Session Indicates that the activity represents a BAAN session. Manual Activity Indicates that the activity represents a manual activity. Other Application Program Indicates that the activity represents another application program. Desktop Manager File New Open Save Save As <Ctrl>[S] Create a new desktop. Open an existing desktop. Save a desktop including its groups, items, and properties. Save a copy of an existing desktop by saving the desktop under a different name. 7
Delete Properties Run Program Exit <Alt>[F4] Delete a desktop including its groups, items, and properties. Edit the properties of a desktop. Run the specified program or session, including its arguments (if any). Exit the Desktop Manager. Edit New Group New Item Properties Delete Copy Create a new (sub)group in the current desktop. Create a new item (program or session) in the current desktop. Edit the properties of a selected group or item. Delete a selected group or item. Copy a group or item including its properties to another group or item. Options Auto Arrange Minimize on Use Change Company Defaults Resources Specify that groups and items are evenly arranged on the desktop. Specify that the window of the program related to the item is minimized after the program is started. Change the current company number. This can only be done for a company with the same package combination. Define the resources used by the Desktop Manager, such as colors, default width and height of the group windows, and the distance between group icons. Define the runtime resources for the X-windows environment, such as colors and fonts. Clipboard Cut Copy Paste <Ctrl>[X] <Ctrl>[C] <Ctrl>[V] Remove the selected item from the current desktop and copy it to the desktop s clipboard. Copy the selected item from the current desktop to the desktop s clipboard without removing the item from the desktop. Copy the contents of the desktop s clipboard to the current desktop. Application Menu Browser Start the Menu Browser. 8
Window Cascade Tile Arrange Icons Select Group Help Contents Using Desktop Arrange the windows of opened groups on the desktop. The windows are cascaded, which means that they are stacked on top of each other based on a default offset. Arrange the windows of the opened groups in the desktop. The windows are tiled, which means that they are placed next to each other on the desktop like tiles on a wall. Arrange the items within a group or the group icons on the desktop. The items or groups are arranged from top to bottom, and from left to right. Select a group from a list of groups within the current desktop. Display an index of the available help information for the application that is being used (for example, Manufacturing). Display the help information regarding the use of the Desktop Manager. Session Options File Save <Ctrl>[S] Save a record or group of records. Print <Ctrl>[P] Print a report of the selected data to a device. Save+Exit <Ctrl>[Q] Save the data and exit the session. Exit <Alt>[F4] Exit the session without saving the data. Edit Undo Find <Ctrl>[Z] <Ctrl>[F] Undo the changes that were made. If the changes have not yet been saved, press <Ctrl>[Z] to display the changes again. Start searching for a specific record, using one or more fields as the search argument. Insert <Ctrl><Ins> Add a new record. 9
Copy <Ctrl><Shift>[C] Copy an existing record. Records can only be copied to the current package VRC. Delete <Ctrl><Del> Delete record(s). Modify Refresh Delete Range <Ctrl>[E] <Ctrl>[R] <Ctrl><Shift><Del> Modify the data of a record. Refresh the data belonging to the records displayed in the current window by rereading the contents of the table. Delete a range of records in a group. Group Go to First <Ctrl>[G] <Ctrl><Shift>[F] Start searching for a specific group using one or more fields as the search argument. Display the record(s) belonging to the first group. Next <Ctrl><Page Down> Display the record(s) belonging to the next group Previous <Ctrl><Page Up> Display the record(s) belonging to the previous group. Last <Ctrl><Shift>[L] Display the record(s) belonging to the last group. Copy Copy a range of records from one group to the other. Options Make Resident Interrupt Save Defaults Get Defaults Extend Field Retain the current subsession while running a main session for easy transfer of data between sessions. Set the time interval for automatic record data updates. Save the selection criteria as a default for the current session. Use the selection criteria as a default for the current session. Display the fields in their full length. Order List the indexes available Display a list of alternative index(es) (if available), that list records or groups of records in a different order. 10
Tools Calculator Calendar Text Query Chart Make Job <Ctrl>[T] Start the calculator. Start the calendar. Modify a text belonging to a record. If the text is in another package VRC, this text can be copied to the current package VRC. Create a query so that records or groups of records are displayed based on the conditions specified in the query. Start the Chart Editor. Add the execution of a session to a job that must be started on a specific date and at a specific time. Application List of session-specific options A session may have a number of options that only apply to that particular session. These options are available through the Application Menu. Help Contents Field Help Info Commands Using Session Display an index of the available help information for the application that is being used (for example, Manufacturing). Display the help information of a field. The mouse pointer changes into a question mark and arrow. Click on any display or input field to obtain the related help information of that field. Display the help information regarding the commands that can be used in the graphical environment. Display the help information regarding the use of the session. Remaining Options First Record(s) <Ctrl><Home> Display the first record(s) in a group. Previous Record(s) <Page Up> Display the previous record(s) in a group. Next Record(s) <Page Down> Display the next record(s) in a group. Last Record(s) <Ctrl><End> Display the last record(s) in a group. First Form <Ctrl><Shift><Left Arrow> Go to the first form in a session. 11
Next Form Previous Form Last Form Screen Dump <Ctrl><Right Arrow> <Ctrl><Left Arrow> <Ctrl><Shift><Right Arrow> <Alt><Print Screen> Go to the next form in a session. Go to the previous form in a session. Go to the last form in a session. Send a screen dump of the active window to the Windows clipboard. Field Options Navigate Between Fields Next Field <Tab> or <Down Arrow> Go to the next field. Previous Field <Shift><Tab> or <Up Arrow> Go to the previous field. Numeric Field Calculator <Ctrl><Space> Start the calculator. Date Field Calendar <Ctrl><Space> Start the calendar. Check Box Toggle select/deselect <Space> Toggle between selecting or deselecting the value of the check box. Zoom Field Zoom Calendar <Ctrl><Shift>[Z] Start the associated zoom session. Edit Next Month Previous Month Next Year Previous Year [N] [P] <Ctrl>[N] <Ctrl>[P] Display the next month. Display the previous month. Display the next year. Display the previous year. Help About Calendar [?] Display the help information regarding the use of the calendar. 12
Remaining Options OK Cancel Today Calculator Quit Ret(urn) Chart Editor <Enter> [E] or <Esc> <Del> Transfer the selected date to the field from which the calendar was started. Exit the calendar. The date is not transferred to the field from which the calendar was started. Display the current system date. Exit the calculator. The calculated result is not transferred to the field from which the calculator was started. Transfer the calculated result to the field from which the calculator was started. File Charts Chart Types In Out Print <Ctrl>[P] Select a chart that must be displayed, or modify the list of available charts. Select the chart type that must be applied to the current diagram, or modify the list of available chart types. Import data from the BAAN application. Export data to the BAAN application. Print the chart that is currently displayed. Save <Ctrl>[S] Save the chart that is currently displayed. Exit <Alt>[F4] Exit the Chart Editor without saving the data. Edit Draw <Ctrl>[R] Rebuild the chart. Data - Data + Category - Increase the scale of the data axis to display less data values. Decrease the scale of the data axis to display more data values. Increase the scale of the category axis to display less category values. 13
Category + First <Ctrl><Home> Decrease the scale of the category axis to display more category values. Go to the first set of category values. Next <Page Down> Display the next set of category values. Previous <Page Up> Display the previous set of category values. Last <Ctrl><End> Display the last set of category values. Attributes Title Footnote Legend Pie Pie Segment Graph Series Axis Projection Set the attributes of both the main title and the subtitle of a chart. Set the attributes of one or more footnotes. Set the attributes of a legend. Set the attributes of a pie chart. Set the attributes of a pie segment. Set the attributes of a chart. Set the attributes of a series. Set the attributes of an axis. Set the attributes of a projection line. Data Title Footnote Domain Set Data Values Axis Projection Define or modify the title and subtitle of a chart. Define or modify the footnote(s) of a chart. Define or modify the domains for data, categories, and series. A domain is a range with an initial value, an end value, and a step size, that indicates the possible values. Define or modify a set (group) of related labels that must be displayed on an axis. Define or modify the actual data values that must be displayed in the chart. Define or modify the coordinate system of the chart, namely the x-axis, the y-axis, and the z-axis. Define or modify the projection line. A projection line divides a chart into different projection areas, each having their own attributes. 14
Options Fonts Move Window Define and select the fonts which are to be used for chart titles and labels. Move chart components within the display area. Move Text Move text within the chart components. Change Pie Modify the data values in a pie chart. Change Graph Modify the data values in a graph. Help Using Session F1 Display the help information regarding the use of the Chart Editor. Report Viewer File Exit [E] or [A] Exit the Report Viewer. Options Go to Page [G] or [:] Find text pattern <Ctrl>[F] or [/] Display the specified page. Start searching for the specified search string. Find Next Occurrence [F] or [/] Read Tail [R] Start searching for the next occurrence of the specified search string. Directly display the last page. Every 5 seconds the Report Viewer will read the last page and scroll if new data is received. The Read Tail process is used to display long and unfinished reports and stops if another command is given. Help Help [?] Display the help information regarding the use of the Report Viewer. 15
Remaining Options First Page [T] or <Home> Display the first page of the report. Previous Page [P] or <Page Up> Display the previous page of the report. Next Page [N] or <Page Down> Display the next page of the report. Last Page [B] or <End> Display the last page of the report. Scroll Up <Up Arrow> Scroll Down <Down Arrow> Scroll Right for Width Reports <Right Arrow> or <Tab> Scroll Left for Width Reports <Left Arrow> Interrupt Action <Esc> or <Del> Text Editor Move one line up in the report. Move one line down in the report. Move through report, one position to the right. Move through report, one position to the left. Stop processing the report. File Save Print Display/Copy File Fast Copy text Make File Dump Change Keywords Exit + Restart Disconnect Save + Exit Exit <Esc>[W] <Esc>[O] <Esc>[X] <Ctrl>[Y] <Esc>[S] <Esc>[Z] <Esc>[R] <Esc>[D] <Esc>[E] <Esc>[Q] Save the changes that were made after the last save and continue editing. Print one or more texts to a device. Display a file with the possibility to select a text block by means of the Select Block options and copy it to the current text. Select an entire text and place it before the current line. Write the entire text to a file. Save the text file and change the data about the current text. Reverse the changes that were made after the last save. The Text Editor is restarted with the text that was saved last. Remove the link between the edited text and the text field. If the Text Editor is started in a text field, a link is made between that text field and the text number. Use this command to remove that link. End the Text Editor and save the changes that were made during the edit. Exit the Text Editor without saving the updates made after the data was saved last. 16
Edit Select Block (start) Select Block (end) Move Block Copy Block Clear Block Flush Block Paste Block Insert Number of Lines Insert Single Line Delete Rest of Line Undo Last Line Delete Delete Word Join Lines Split Lines Change Language Copy/Change Language Quit Command <Esc>[(]] <Esc>[)] <Esc>[P] <Esc>[U] <Esc><Ctrl>[D] <Esc><Ctrl>[I] <Ctrl>[O] <Ctrl>[X] <Ctrl>[R] <Ctrl>[W] <Esc>[J] <Esc>[L] <Esc>[M] <Esc>[C] <Esc><Ctrl>[Q] Select the first line of a text block or the position to which a block must be written. Select the last line of a text block. Move a block to another position in the file. The first and last characters of the block must be selected by means of the Select Block options. Copy a block to another position in the file. The first and last characters of the block must be selected by means of the Select Block options. Delete a text block. The block must be selected by means of the Select Block options. Align the selected block to the right. This option only applies to bidirectional languages. Paste a block that is copied using the Copy Block option to the current position of the cursor. Insert a specific number of blank lines above the current line. Insert a single blank line above the current one. Delete an entire line or part of a line. All characters to the right of the current cursor position are deleted. If the cursor is on the first position or behind all characters on the line, the entire line is deleted. Undo the last deletion of (part of) a line. The line (or part of a line) reappears where it was deleted. This can only be done for (parts of) lines that were deleted using the Delete Rest of Line option Delete a word at the current cursor position. Join the current and the next line if there is enough space on the current line. Split the current line. All characters from the current cursor position to the end of the line are moved to a new line, which is created below the current one. Switch to another language code. Copy a text from the current language to another language. End the execution of a command. 17
Mode Toggle Graphics Toggle Pushmode Toggle Language Toggle Text Alignment <Ctrl>[G] Toggle between the graphic mode and the normal mode. In the graphic mode, the cursor keys can be used to draw boxes and diagrams. Remember to switch to the normal mode for normal cursor movements. Insert a text so that text positioned to the left of the cursor is pushed to the left. This option only applies to bidirectional languages. Toggle between English and bidirectional languages. This option only applies to bidirectional languages. Toggle between the left and right alignment of text. This option only applies to bidirectional languages. Position Go to Line Home Page Up Page Down End Show Position <Esc>[ ] <Esc>[T] <Ctrl>[U] or <Page Up> <Ctrl>[D] or <Page Down> <Esc>[B] <Esc>[#] Go to the first position of a specific line within the text. If the specified line number is greater than the total number of lines in the edited file, the cursor is placed on the last line of the file. Place the cursor at the first position of the first line of the text. Display the previous page. Display the next page. Place the cursor at the first position of the last line of the text. Display the current position of the cursor. Both the line and column numbers are displayed. Options Format Format + Justify Add Tab Position Delete Tab Position Change Tab Position Find Find Next <Esc>[K] <Ctrl>[F] <Esc>[Y] Ctrl>[V] <Ctrl>[A] <Esc>[F] <Esc>[N] Format (part of) the text. The alignment is left. Formatting removes all superfluous spaces from a text and places as many words on one line as possible. Format (part of) the text. The alignment is both left and right. Formatting and justifying removes all superfluous spaces from a text and places as many words on one line as possible. Insert a tab position at the current cursor position. The new tab position is applied to all lines in the file. Delete the tab stop at the current cursor position. Change the number of spaces between tab stops. Start searching for a specified string starting from the cursor position to the last line. If the search string is not found, the cursor is placed at the end of the text. Start searching for the next occurrence of the specified search string. 18
Replace Refresh Screen Start Zoom Session Show Label Code <Esc>[G] <Esc>[V] <Esc><Ctrl>[Z] <Esc>[A] Replace a specified string with another string throughout the entire text, with or without confirmation. Redraw the screen. Retrieve information from the system. Display the description of a hypertext code. The cursor must be placed on the hypertext code. Help Help <Esc>[H] Display the Text Editor options. Remaining Options Beginning of Line <Esc><Ctrl>[H] or <Home> Place the cursor at the first position of the current line. Right of Line <Esc><Ctrl>[L] or <End> Place the cursor at the last position of the current line. Top of Screen Bottom of Screen Next Word Previous Word Delete Character Insert Character Display/Copy text Insert/Overwrite Execute Shell Command <Esc><Ctrl>[K] <Esc><Ctrl>[J] <Ctrl>[N] <Ctrl>[P] <Ctrl>[C] <Ctrl>[E] <Ctrl>[Z] <Esc>[I] <Esc>[!] Place the cursor at the first position of the first line displayed on the screen. If the cursor is already on that position, the text scrolls back one screen. Place the cursor at the first position of the last line displayed on the screen. If the cursor is already on that position, the text scrolls down one screen. Move the cursor to the first character of the next word in the text file. Move the cursor to the first character of the previous word in the text file. Delete the character at the current cursor position. Insert a space at the current cursor position. The cursor position will not be changed. Display a text with the possibility to select a text block by means of the Select Block options and copy it to the current file. Toggle between the insert mode and the overwrite mode. Execute an operating system command. 19
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