Configuring NEOSYS Generally: Difference between revisions

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=== Configuring letterhead ===
==System Configuration File==
[[Configuring Letterhead]]


=== Configuring Client Security mark ===
See [http://userwiki.neosys.com/index.php/System_Configuration_File System Configuration File]
All client installations are hardcoded with the name of the NEOSYS client allowed to use the software. This client mark is generated by the programmer and given to Technical Staff during installation and is a mandatory feature and cannot be removed. This Client security mark is printed on all documents generated out of NEOSYS and appears as below:


[[Image:clientsecuritymark.jpg]]
==Clearing files in database==


This can be changed incase the client's legal name changes.  
This is to be done if you want to clean an old database or clean a training database so that a client can enter fresh data.


The client security mark is configured by editing:
These commands DO NOT reset the data to "factory settings" so for new installations you need to download a fresh BACKUP.ZIP file from the NEOSYS website.


ED DEFINITIONS AGENCY.PARAMS
*Clear transactions F5 - CLEAROP (only clears transactions not reference files)
Line 1
 
This client mark can be displayed as an email hyperlink for all the reports generated (such as Media Diary, List of Ads Pending Booking, List of Invoices etc.) and this hyperlink can be configured by editing:


ED DOS SYSTEM.CFG
*Clear all F5 - CLEARALL (rather nasty command because it clears all reference files as well)
Line 10


=== Configuring fonts and colors for all users ===
*Clear finance transactions F5 - CLEARACC


Current latest version of NEOSYS software allows choice of font for all columnar reports and documents produced by NEOSYS.
REINDEXALL SHOULD be done after CLEAROP or CLEARACC in order to reduce the size of the index files to reflect the reduction in size of data, by rebuilding them from scratch, since index files don't reduce in size automatically when the data is cleared or reduced.


The default for all NEOSYS reports and documents unless you follow this procedure is a dark and light buff yellow.
==Clearing selected files in database==


ED DEFINITIONS SYSTEM
This can be done if you want to reimport selected files.


line 46 then press Ctrl+E to edit multivalues (sublines)
WARNING This procedure must not be used if there are any transaction in the system that might use the files being cleared.


mv 1: color for table column heading rows
WARNING Clearing individual files is error prone because other files might refer to the records you are clearing (referential integrity is not applied so dangling references may be created). For example, clearing suppliers without clearing vehicles in advance results in vehicles which have supplier codes that do not exist. Even if you reimport the suppliers, some supplier codes in the vehicles file may not be reimported leaving vehicles with problems.


mv 2: color for table body rows
WARNING The opportunity to create problems that have no solution and that may only surface when the system is in operation is endless unless you think through the implications very very very carefully.


mv 3: font
*Flush Index F5 FLUSH.INDEX (this command MUST be performed immediately after any data clearing, because CLEARFILE does not clear the related indexes immediately and it will be done later on access, causing random stopping later on)


Press F9 to save, then Esc to get out of editing multivalues
*Clear suppliers F5 CLEARFILE SUPPLIERS


Users can override the above the colors and fonts in their user details after login.
*Clear vehicles F5 CLEARFILE VEHICLES


=== Changing the signatory ===
If a particular field needs to be cleared from a file then get the exact field name defined in the file.


In Maintenance mode, press F5 and the following command:
To list the various fields in a file  F5 LD CLIENTS  (for Client and Brand file)


ED DEFINITIONS AGENCY.PARAMS
*Clear Payment Instruction from Client and Brand file F5    CLEARFIELD CLIENTS PAYMENT_INSTRUCTIONS (only clears the payment instruction defined in all the Client & Brand file)


<i>Be careful not to insert lines except at the end. Moving other lines down will totally screw NEOSYS!</i>
*Clear Agency fee % from Client & Brand file F5 CLEARFIELD CLIENTS FEE (only clears the agency fee defined for all Client & Brand flies)


Than go to the bottom of the page (Ctrl+Page down). Once you reach at the bottom, ENTER enough times to add additional lines if required, than search for '''line 61''' (Ctrl+G) and edit the document / add this code:
==Mass updating database without data entry==


&lt;br&gt;&lt;br&gt;&lt;br&gt;Name of General Manager&lt;br&gt;General  Manager&lt;br&gt;
Warning: It is advisable that you take the approval of NEOSYS DBA or programmers before doing any of the following procedures. There is no protection whatsoever from damaging the database if you do not appreciate all the implications of any particular update. Common sense and caution must be used. If you damage a database then it may be, or with operation become, irretrievably damaged and require reconstruction from a backup causing possibly extreme finance damages to the owner of the data and consequences for yourself. You have been warned.


There are many commands in maintenance mode that allow you to amend the database directly and without any record and without any ability to reverse changes.


Normally, no record of the changes is made. All changes will appear to have been done by the last user at the time and date of the last normal user interface amendments.


=== Clearing files in database (done when you want to clean an old database) ===
===Available fields to clear or set===


This is to be done incase you want to clean an old database or clean a training database so that a client can enter fresh data. These commands DO NOT clear down the whole database and hence for new installations you need to download a fresh BACKUP.ZIP file from the NEOSYS website.
#Client & Brand File: CLIENTS MARKET_CODE
#Client & Brand File: BRANDS MARKET_CODE


Clear data F5 CLEAROP (only clears transactions not reference files)
===How to clear a database field===


Clear suppliers F5 CLEARFILE SUPPLIERS
Assuming that a particular database field may be blank (i.e. not required for data entry) then you may clear a field as follows.


Clear Vehicles F5 CLEARFILE VEHICLES
Warning: There is nothing to stop you clearing a field that is mandatory and doing this may cause irrecoverable damage to the database.


Flush Index F5 FLUSH.INDEX
In the following example we wish to change all clients with market code “UAE to have market code blank.


Clear all F5 CLEARALL (rather nasty command because clears all reference files as well)
First, if you don’t want to clear all records, “select” the required records.


=== Configuring backup procedures ===
SELECT CLIENTS WITH MARKET_CODE “UAE”


==== Non-Liability for Backup ====
After a period of time, depending on the number of records in the file, it should briefly state the number of records selected and then return to the command prompt.


{{Non-Liability For Backup}}
WARNING: If no records have been selected then ALL records will be updated by the following command!


==== Old Instructions ====
CLEARFIELD CLIENTS MARKET_CODE


<B>The following instructions have been superceded by the System Configuration File on the NEOSYS Support Menu.</B>
===How to set a database field===


There is no proper user interface to control the backup parameters and you must use NEOSYS maintenance mode and press F5 before the following commands.
In the following example we change all the clients where the market code is blank (has not been entered) to become “UAE”.


ONE DATABASE - To control the backup of one database do this:
Warning: You can set the market code to a market code that does not exist. This will cause various problems in the operation of the system but is probably not irrecoverable.


ED DEFINITIONS BACKUP
First, if you don’t want to set all records, “select” the required records.


ONE INSTALLATION - To control the backup of all databases in one installation:
SELECT CLIENTS WITH MARKET_CODE “”


Any lines in the following override the above and affect all databases.
After a period of time, depending on the number of records in the file, it should briefly state the number of records selected and then return to the command prompt.


ED DOS BACKUP.CFG
WARNING: If no records have been selected then ALL records will be updated by the following command!
 
MULTIPLE INSTALLATIONS - To control the backup of multiple parallel installations.
  CLEARFIELD CLIENTS MARKET_CODE/UAE
 
Any lines in the following override the above and affect all NEOSYS installations in the same folder.
 
  ED DOS ..\..\BACKUP.CFG


What each line does is as follows:
==Backup to other media (i.e. not to USB)==


*backup params
[[Backup and Restore#Backup to other media (i.e. not to USB)|Backup to other media]]
*1=date last attempted
**2= not used ... was workstation for backup (blank defaults to server)
*3=min time of day for backup to start (defaults to 02:00)
*4=max time of day for backup to start (defaults to 02:05)
*5=days to do backup 1234567 1=sun NIGHT!!! EG 2AM
*2/3/4/5 could be multivalued in parallel (to be programmed)
*6=tech support email addresse(s) separated by ';'
*7=backup disk letter
*8=mv list of datasets NOT to backup (press ctrl+E) (Not used if any datasets listed in Configuration File)
*9=1 disable both backup and shutdown completely
*10=email addresses to send backup.zip to OR replacement for 6 if 6 missing backups@neosys.com is excluded in NET from backup.zip recipients
*11=1=suppress backup but do shutdown (testdata) (Doesnt suppress if any datasets listed in Configuration File)
*12=backup disk for uploads (images) folder if different from 7. Put 0 to suppress backup.
*13=backup media check method: blank is default (weekly rotation) 1=wrong media doesnt fail the backup
*14=email address(es) for all log entries to be sent to (ALL - not just those related to backup)


==== Configuring which days the backup will be done on ====
==Reordering databases in maintenance mode==


Line 5 should a list of digits indicating desired days of week 1-7 where 1 is Monday
#Open NEOSYS in maintenance mode
#General > Backup & data management > Reorder databases
#Press the Enter key to select/deselect the databases in the required order.
#Press F9 once and confirm that the databases are in the required order, if not go back to Step 3.
#Press F9 again and select Yes to save the reordered list.


e.g. 23456 to backup on Mon-Fri night
==Copying a single record from one database to another==
 
NB Assuming the backups are at the default time of 2am then you must put "2"
for Monday night since it actually takes place on Tuesday at 2am.
 
==== Configuring email backup alerts ====
 
See lines 6 and 10 above
 
==== Excluding TEST, historical or other databases from backing up every night ====
Database backup is automatically skipped if the last four characters of the database code are TEST or the word TESTING or TRAINING is found in the database name or if the database code is found in the list of database codes (ctrl+e) not to be backed up in line 8 of BACKUP.CFG or if line 11 is set to 1.
 
==== Backing up the Images folder ====
 
The Images folder under the NEOSYS installation is used to upload images/artworks/files from the Job File section and hence needs to be backed up. NEOSYS will automatically backup this Images folder to the USB drive or other location (specified for the usual data backup) once a week. To configure this backup, RSYNC needs to be installed. Incase of old installations, please follow the Cygwin re-installation procedure at [[Setting_up_and_using_remote_support#Upgrading_SSHD_.2F_Cygwin]].
 
In case we need to configure the Images folder backup at another location other than the usual daily backup location than we need to edit:
 
line 12 - and specify the Drive of the location to be backed up to. eg. E or F
 
=== Configuring automated emails in NEOSYS ===
 
Login to NEOSYS Maintenance
 
Press F5
 
ED DEFINITIONS SMTP.CFG
 
and press enter (F9/Esc to save and exit)
 
Any lines in the following overrides the above and affects all datasets in the current neosys installation. Useful to control many datasets.
 
ED DOS SMTP.CFG
 
Any any lines in the following overrides the above and affects all datasets in parallel neosys installations in the same folder. Useful to control many installations. Available in NEOSYS versions dated 24/4/2007 onwards.
 
ED DOS ..\..\SMTP.CFG
 
Lines are fixed (only first two lines are required)
 
#sender email (must be acceptable to the smtp host name following)
#smtp host name (domain name or ip number)
#smtp port number (blank for 25)
#smtp timeout in seconds (blank for 60?)
#smto use ssl (1=yes, blank for no) ssl is secure connection
#smtp authorization type (1)
#smtp user
#smtp pass
 
Typical configuration
 
in DOS SMTP.CFG
 
clientname@neosys.com
mailout.neosys.com
2500
 
Note that neosys mail server will accept email from anywhere as long as the sender email is @neosys.com
 
=== Copying a single record from one database to another ===
   
   
You need to know the file name and record key of the record to be copied.
You need to know the file name and record key of the record to be copied.
Line 196: Line 117:
  F5
  F5
  COPY DOS C:\AGP.DAT (ON) TO: (DEFINITIONS AGENCY.PARAMS)
  COPY DOS C:\AGP.DAT (ON) TO: (DEFINITIONS AGENCY.PARAMS)
 
The (O) option is required to force overwrite of the existing  
The (O) option is required to force overwrite of the existing  
   
   
The (N) option means only copy if the target already exists. It is advisable to use it when you know that the target already exists to avoid misspellings in the command. It must be omitted if the target doesnt exist.
The (N) option means only copy if the target already exists. It is advisable to use it when you know that the target already exists to avoid misspellings in the command. It must be omitted if the target doesnt exist.


== NEOSYS Authorisation File ==
==Allowing users temporary login as NEOSYS in maintenance mode==
 
=== Preventing users from assigning their own passwords ===
The task AUTHORISATION INVENT OWN PASSWORDS should always have the lock NEOSYS to prevent users from creating their own passwords. Most users create unsafe passwords given the choice.
People nearly always ask to give their own passwords but you should tell them that NEOSYS always assigns random passwords for security reasons. It is not worth arguing and discussing the point with most people since they don't usually grasp the importance and soon learn their NEOSYS password anyway.
NEOSYS support staff who login as NEOSYS are still authorised to create their own passwords but it is better not to leak this information to clients immediately since people will grasp on to it and be disappointed or even offended that you are not granting this privilege to them.
Unfortunately there is no general way for people to change their own passwords at the moment. Only the few people who have access to the Support Menu and Authorisation File can do it. Changing your own passwords should be on the NEOSYS Help menu so everybody can do it.
 
=== Authorising access from outside the LAN ===
From 15/2/2008 access to NEOSYS is by default restricted to users from the standard local area network ip numbers starting 192.168, 10 and 127 so you might get clients complaining that they cannot login.
In order to allow access from outside you will have to update the Authorisation File and put a list of valid ip numbers that they are authorised to login from.
You dont have to put ip numbers on every single user. If the user ip numbers are blank for a user then the system will look for and use the nearest ip numbers on the following users below within the same department. Therefore you only have to put the ip numbers on the bottom "department user".
==== Examples ====
To allow someone to login from a) anywhere in the office and b) from another office with a static ip number of say 80.11.22.33 put something like 192.168.*,10.*,127.*,80.11.22.33
To allow someone to login from anywhere put * This is not recommended but necessary if someone absolutely has to login from anywhere in the world.
 
== Allowing users temporary login as NEOSYS in maintenance mode ==
   
   
#Get them to login with any name even NEOSYS
#Get them to login with any name even NEOSYS
#Get the to enter "?" for the pass without the quotes
#Get them to enter "?" for the pass without the quotes
#NEOSYS will give them a lock like "NEOSYS 123456" which they must give you. You should not log out until the next step is completed
#NEOSYS will give them a lock like "NEOSYS 123456" which they must give you. You should not log out until the next step is completed
#Follow the NEOSYS lock/key procedure using the full contents of the lock including the user name
#Follow the NEOSYS lock/key procedure using the full contents of the lock including the user name
(to allow access EXCEPT access to authorisation screen use 132456 as the last number of the initial command)
#Give them the key and get them to enter and proceed


== Giving users access to the Support Menu ==
(to allow access EXCEPT access to authorisation screen use a special number (not documented here) as the last number of the initial command)


The Support Menu in NEOSYS enables users to access the following:
#Give them the key and get them to enter and proceed
 
# List of Database processes
# List of Documents in use
# Stop/Restart NEOSYS service
# Backup
# Log
# Authorisation file
 
This menu is locked with the task SUPPORT MENU ACCESS and has the LS key. To give any user/I.T. administrator access to this menu, you have to give him the LS key.
 
== Configuring payment instruction text ==
 
NEOSYS picks up the first available payment instructions from the following locations and ignores any instructions in the later files.
 
#Client file
#Currency file
#Company file
#Configuration File
 
If, following the normal rules, the payment instructions are "NONE" then the instructions are blank.
 
There is a manually edited flag in the company file on one NEOSYS client (cannot remember which) which makes the company file payment instructions take precedence over any currency file payment instructions. This may be added to the Client File u/i as "For all currencies"
 
The usual way of configuring payment instructions is to put it in the Company file under Finance. However this does not allow for different payment instructions per currency. If you put the payment instructions in the currency file however, then these instructions apply to all companies unless you edit the manual flag in the company record to say that the company file instructions take precedence over. There is no way at the moment in NEOSYS to have different instructions per company AND per currency.
 
Tip: Since the rules of getting payment instructions are not simple, if you are *changing* payment instructions, locate where the old instructions are and simply change them without worrying about the rules.


== Configuring upload of photoshop "cs2" jpg files ==
==Configuring upload of photoshop "cs2" jpg files==


Photoshop version "cs2" produces jpg files that cannot be viewed in Internet Explorer.
Photoshop version "cs2" produces jpg files that cannot be viewed in Internet Explorer.

Revision as of 10:35, 31 January 2021

System Configuration File

See System Configuration File

Clearing files in database

This is to be done if you want to clean an old database or clean a training database so that a client can enter fresh data.

These commands DO NOT reset the data to "factory settings" so for new installations you need to download a fresh BACKUP.ZIP file from the NEOSYS website.

  • Clear transactions F5 - CLEAROP (only clears transactions not reference files)
  • Clear all F5 - CLEARALL (rather nasty command because it clears all reference files as well)
  • Clear finance transactions F5 - CLEARACC

REINDEXALL SHOULD be done after CLEAROP or CLEARACC in order to reduce the size of the index files to reflect the reduction in size of data, by rebuilding them from scratch, since index files don't reduce in size automatically when the data is cleared or reduced.

Clearing selected files in database

This can be done if you want to reimport selected files.

WARNING This procedure must not be used if there are any transaction in the system that might use the files being cleared.

WARNING Clearing individual files is error prone because other files might refer to the records you are clearing (referential integrity is not applied so dangling references may be created). For example, clearing suppliers without clearing vehicles in advance results in vehicles which have supplier codes that do not exist. Even if you reimport the suppliers, some supplier codes in the vehicles file may not be reimported leaving vehicles with problems.

WARNING The opportunity to create problems that have no solution and that may only surface when the system is in operation is endless unless you think through the implications very very very carefully.

  • Flush Index F5 FLUSH.INDEX (this command MUST be performed immediately after any data clearing, because CLEARFILE does not clear the related indexes immediately and it will be done later on access, causing random stopping later on)
  • Clear suppliers F5 CLEARFILE SUPPLIERS
  • Clear vehicles F5 CLEARFILE VEHICLES

If a particular field needs to be cleared from a file then get the exact field name defined in the file.

To list the various fields in a file F5 LD CLIENTS (for Client and Brand file)

  • Clear Payment Instruction from Client and Brand file F5 CLEARFIELD CLIENTS PAYMENT_INSTRUCTIONS (only clears the payment instruction defined in all the Client & Brand file)
  • Clear Agency fee % from Client & Brand file F5 CLEARFIELD CLIENTS FEE (only clears the agency fee defined for all Client & Brand flies)

Mass updating database without data entry

Warning: It is advisable that you take the approval of NEOSYS DBA or programmers before doing any of the following procedures. There is no protection whatsoever from damaging the database if you do not appreciate all the implications of any particular update. Common sense and caution must be used. If you damage a database then it may be, or with operation become, irretrievably damaged and require reconstruction from a backup causing possibly extreme finance damages to the owner of the data and consequences for yourself. You have been warned.

There are many commands in maintenance mode that allow you to amend the database directly and without any record and without any ability to reverse changes.

Normally, no record of the changes is made. All changes will appear to have been done by the last user at the time and date of the last normal user interface amendments.

Available fields to clear or set

  1. Client & Brand File: CLIENTS MARKET_CODE
  2. Client & Brand File: BRANDS MARKET_CODE

How to clear a database field

Assuming that a particular database field may be blank (i.e. not required for data entry) then you may clear a field as follows.

Warning: There is nothing to stop you clearing a field that is mandatory and doing this may cause irrecoverable damage to the database.

In the following example we wish to change all clients with market code “UAE to have market code blank.

First, if you don’t want to clear all records, “select” the required records.

SELECT CLIENTS WITH MARKET_CODE “UAE”

After a period of time, depending on the number of records in the file, it should briefly state the number of records selected and then return to the command prompt.

WARNING: If no records have been selected then ALL records will be updated by the following command!

CLEARFIELD CLIENTS MARKET_CODE

How to set a database field

In the following example we change all the clients where the market code is blank (has not been entered) to become “UAE”.

Warning: You can set the market code to a market code that does not exist. This will cause various problems in the operation of the system but is probably not irrecoverable.

First, if you don’t want to set all records, “select” the required records.

SELECT CLIENTS WITH MARKET_CODE “”

After a period of time, depending on the number of records in the file, it should briefly state the number of records selected and then return to the command prompt.

WARNING: If no records have been selected then ALL records will be updated by the following command!

CLEARFIELD CLIENTS MARKET_CODE/UAE

Backup to other media (i.e. not to USB)

Backup to other media

Reordering databases in maintenance mode

  1. Open NEOSYS in maintenance mode
  2. General > Backup & data management > Reorder databases
  3. Press the Enter key to select/deselect the databases in the required order.
  4. Press F9 once and confirm that the databases are in the required order, if not go back to Step 3.
  5. Press F9 again and select Yes to save the reordered list.

Copying a single record from one database to another

You need to know the file name and record key of the record to be copied.

In this case the file is DEFINITIONS and the key is AGENCY.PARAMS

You can invent any old style 8.3 filename instead of C:\AGP.DAT in the following example

On the source computer:

F5
COPY DEFINITIONS AGENCY.PARAMS TO: (DOS C:\AGP.DAT)

On the target computer:

F5
COPY DOS C:\AGP.DAT (ON) TO: (DEFINITIONS AGENCY.PARAMS)

The (O) option is required to force overwrite of the existing

The (N) option means only copy if the target already exists. It is advisable to use it when you know that the target already exists to avoid misspellings in the command. It must be omitted if the target doesnt exist.

Allowing users temporary login as NEOSYS in maintenance mode

  1. Get them to login with any name even NEOSYS
  2. Get them to enter "?" for the pass without the quotes
  3. NEOSYS will give them a lock like "NEOSYS 123456" which they must give you. You should not log out until the next step is completed
  4. Follow the NEOSYS lock/key procedure using the full contents of the lock including the user name

(to allow access EXCEPT access to authorisation screen use a special number (not documented here) as the last number of the initial command)

  1. Give them the key and get them to enter and proceed

Configuring upload of photoshop "cs2" jpg files

Photoshop version "cs2" produces jpg files that cannot be viewed in Internet Explorer.

A solution is to rename the files extension from .jpg to .psjpg before uploading.

"psjpg" files are an invention of NEOSYS and IIS must be configured to handle .psjpg files as follows:

Windows Server 2003 (doesnt work on XP)

  1. Computer Management, Internet Information Server, Properties
  2. Click MIME Types
  3. Click New
  4. Extension: psjpg
  5. MIME Type: application/photoshop
  6. Click OK,OK,OK
  7. Restart IIS (Right click, All Tasks, Restart)