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Arrow Financials - 5.10 Release Notes
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
ARROW VERSION 5.10
INFORMATION GUIDE
UPDATED 09/10/2006
ARROW RESEARCH CORPORATION PTY LTD Page 1
ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
TABLE OF CONTENTS
INTRODUCTION........................................................................................................
3
MICROSOFT SQL SERVER 2005 SUPPORT
.......................................................... 4
New SQL sites?
.......................................................................................................................
4
Existing ArrowSQL
Sites?........................................................................................................4
What advantage does Microsoft SQL Express provide ?
............................................... 4
ATO FUEL TAX CREDIT
CHANGES........................................................................5
ARROWSQL CONSULTANT
TOOLKIT....................................................................
5
KNOWLEDGE BASE OPERATION
..........................................................................
5
ARROW FINANCIALS VERSION 5.10 - EXCEL REPORT OUTPUT
...................... 6
How does the option work
?................................................................................................
6
Which reports have the Excel output option
?.................................................................
6
Can a default format be set for the Excel spreadsheets
?............................................ 7
How are the additional reports loaded on an existing site
?......................................... 7
What, if any, issues may come up via support for these options
?............................... 7
DATABASE & FILELIST.CFG CHANGES UNDER VERSION 5.10
......................... 8
ARROW VERSION 5.10 CD CONTENTS
.................................................................
8
ARROW VERSION 5.10 UPGRADE PROCEDURES
............................................. 10
Upgrade Procedure - DataFlex & ArrowSQL - Version 4.90 & 5.00
Sites .................... 11
Upgrade Procedure - DataFlex - Version 4.80 Sites and sites
prior ............................ 12
Upgrade Procedure - ArrowSQL - Version 4.80 sites and sites
prior............................ 13
Upgrade Procedure - ArrowShop, ArrowSAM, & ArrowLink
......................................... 15
ARROW VERSION 5.10 CD
EXTRAS.....................................................................
16
ArrowSQL Extras installation
...............................................................................................
16
Sales Demonstration Workstation Installation document
............................................. 16
ARROW CLEVER COMMERCE PRODUCT RANGE -
SUPPORT......................... 17
APPENDIX...............................................................................................................
18
Appendix A Visual Arrow
Overview.............................................................................
18
Appendix B Visual DataFlex 7.03 - Workspaces & the
Registry.............................. 19
Appendix C Visual DataFlex 7.03 - The
Shortcuts......................................................
22
Appendix D Arrow Financials Directory Structure
..................................................... 23
Appendix E Arrow Multi
Company..............................................................................
24
Appendix F ArrowShop & ArrowSAM - System Requirements
............................... 25
Appendix G Visual Arrow version 5.10 Function Keys &
Toolbars............................. 27
Appendix H Windows XP
Style......................................................................................
28
Appendix I Quickforms Version 2.6
............................................................................
29
Appendix J Extended General Ledger
Conversion................................................. 31
Appendix K Foreign Currency Cashbook
Conversion............................................. 34
Appendix L Electronic
Manuals....................................................................................
35
ARROW RESEARCH CORPORATION PTY LTD Page 2
ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
Introduction
Welcome to Arrow Financials Version 5.10.
Version 5.10 has been distributed to accommodate support for
Microsoft SQL Server
2005 across Arrow Financials, ArrowLink, ArrowShop, and ArrowSAM.
In addition
updates and enhancements that have been added since the release
of version 5.00 are
found in each installation including a number of additional
Excel reports outputs,
Also on the Arrow Version 5.10 CD you will find the latest
version of our e-Commerce
product range; ArrowShop 2.90, ArrowSAM 1.60, and Visual
ArrowLink 1.50. These
version numbers have been updated to note the change of SQL
connectivity kit.
The Arrow version 5.10 CD also contains the Arrow eAS version
1.20 that
accommodates the new Fuel Tax Credits specifications and an
additional 6 activity
statements that will now be applicable to sites.
Sites upgrading from any previous version of Arrow Financials
are required to follow the
upgrade procedures outlined in this document to upgrade all
sites. These upgrades
WILL include running a workstation setup on each workstation to
set a workstation up
with the Excel output report selection in the event this was not
performed during the
version 5.00 upgrade.
A new registration number IS NOT required for sites wishing to
upgrade to
Version 5.10 from version 5.00 however is required if a site is
upgrading from
version 4.90 or prior. In addition all SQL installation programs
will now require an
installation code. This code can be obtained via the Knowledge
Centre and the
User Details screen. It is important to note, Visual Arrow 5.10
upgrades are only
available to current ESP members.
The facility to electronically submit upgrade requests is
available from the within the
Knowledge Centre section of the Partner Intelligence Centre on
the Arrow Research
Corporation web site.
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
Microsoft SQL Server 2005 Support
Arrow Financials, ArrowSAM, ArrowShop and ArrowLink now all
support
Microsoft SQL Server 2000 (SP4)
Microsoft SQL Server 2005 (SP1) (NEW)
Microsoft SQL Express edition (SP1) (NEW)
All SQL version installation programs will now require a 12
digit SQL installation code. The
code for all existing Arrow SQL sites can be obtained in the
User Details section of the
Knowledge Base. This installation code is critical to the
operation of the installation program
and the files it installs. Please ensure that the correct
installation code is used for each
particular site to ensure that the correct components are
installed. An example of this
window is shown below. Failure to enter the correct code will
not allow for the installation to
continue.
New SQL sites
All new SQL cross-grades or new sales will be provided with a
version of the connectivity kit
that is supported under SQL server 2000 and SQL Server 2005, and
SQL Express. All sites
still require the SQL installation code as detailed above to
unlock the SQL installation
programs.
Existing ArrowSQL Sites
In the instance an existing ArrowSQL wishes to upgrade their SQL
Server to SQL Server
version 2005 they must first obtain an updated Data Access
Connectivity Kit Registration
and an updated SQL installation code. This must be done by
placing an order on the clients
behalf for a connectivity kit upgrade via the Order centre. All
sites still require the SQL
installation code as detailed above to unlock the SQL
installation programs.
What advantage does Microsoft SQL Express provide ?
With the release of Arrow Financials v5.10, ArrowSQL will be
available with a 2 user price
option (Please see the latest price list for details). This 2
user ArrowSQL price point and the
supporting of Microsoft SQL Server 2005 Express, will encourage
smaller Visual Arrow sites
to migrate to the SQL environment.
Microsoft SQL Server Express is a scaled down version of
Microsoft SQL server with
limitations (e.g. 1 CPU, 1 GB RAM). Therefore ArrowSQL sites
implementing Microsoft SQL
Server Express will only be supported up to 5 users and within
these restrictions. Arrow
Research recommends that sites exceeding these bounds purchase
the full Microsoft SQL
Server 2005.
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
ATO Fuel Tax Credit changes
The Australian Tax Office has released changes to the Fuel
Credits scheme that now means
fuel tax credits must be detailed on Business activity
statements. These credits will be
reported in box 7C on 6 new activity statement types.
As a result Arrow eAS has been updated to cater for the
additional BAS statements and the
Arrow Financials BAS report writer now contains the ability to
enter boxes 7C and 7D in
order to pass values to Arrow eAS.
Existing Arrow eAS sites are only required to upgrade to version
1.20 of Arrow eAS (found
on the 5.10 CD) in the case that the business has registered to
be part of the ATO Fuel Tax
Excise Credit scheme. (FTC). In the instance a site does
register for FTC and does not
upgrade Arrow eAS they will be alerted to the fact they need to
upgrade by the ATO when
they first attempt to lodge a BAS from Monday 24th July 2006.
As the record keeping specifications of the FTC scheme have just
past through the senate
the automatic generation of Fuel tax credits will not be part of
the initial Arrow Financials
5.10 release. However enhancements will be made shortly to cater
for the automatic
calculation and collection of these values on activity
statements.
The version 5.10 CD contains the Arrow eAS installation program
and supporting
documentation to help in the installation process. The Arrow
online manual also installed
during the version 5.10 install, contains sections on the Arrow
eAS module and how it can be
used.
ArrowSQL Consultant Toolkit
An ArrowSQL Consultant toolkit has been provided on the version
5.10 release that collates
all the ArrowSQL documentation and FAQ's that were previously
provided. The new manual
also contains additional screen shots and procedures that will
be incorporated for those sites
moving to SQL Server 2005. The manual will be able to be
installed by the Arrow SQL
installation programs.
Knowledge Base operation
As there are no registration changes in version 5.10, version
5.00 programs that are
currently being supplied on the knowledge base will be replaced
with version 5.10 programs.
This means that version 5.10 programs can be loaded on version
5.00 programs with no
other steps for upgrade.
Arrow Research will continue to supply version 5.10 programs in
daily and fortnightly
updates along with version 4.90 programs being made available in
fortnightly updates.
However NO version 4.90 programs will be supplied on the
Knowledge Base after
September 30th 2006.
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5.10
Arrow Financials Version 5.10 - Excel Report Output
The major enhancement to Arrow Financials version 5.00 was the
introduction of the
Microsoft Excel report output selection in Arrow Financials. The
Microsoft Excel output will
allow for specific reports to be output to Microsoft Excel. This
output can be formatted by
each Arrow user and will include formula fields for column and
row totals where applicable.
How does the option work ?
The Arrow Financials and workstation installation programs for
version 5.10 will register a
DLL locally that makes it possible for Microsoft Excel output.
If Arrow Financials detects that
the DLL has been registered on a workstation/server and that
workstation/server also has
Microsoft Excel installed, an Excel button will be provided to
the user on specific reports.
When Arrow Financials version 5.10 is first launched it will
create an additional 3 tables in
the Arrow database. These tables are populated with records from
two text files
RPTMAST.TXT and RPTREPT.TXT that are placed in the arr@data
folder by the version
5.10 installation program. These tables then facilitate the
Excel reporting option and set
which reports are to be available in the system. Details of the
additional tables can be found
in the Filelist.cfg changes under version 5.10 section of this
document.
Which reports have the Excel output option ?
Currently the following reports are those that are available to
be output to Microsoft Excel
with the version 5.10 release.
Cash Book CBK610
CBK650
CBK660
CBZ610
CBZ650
Print Cash Book Ledger
Print Cash Flow Report
Print Bank Reconciliation
Creditors CRS600
CRS670
Print Aged Trial Balance
Print Exception Report
Debtors DRS610
DRS650
DRS670
DRS660
DRS710
Print Aged Trial Balance
Print Sales By Debtor
Print Exception Report
Print Sales By Sales Codes
Print Sales Commissions
General Ledger GEN600
GEN630
GEN640
GEZ600
GEZ630
GEZ640
Print Trial Balance
Print Profit & Loss Report
Print Balance Sheet
GEN660
GEN690
GEZ660
GEZ690
Print Budget Listing
Print Profit & Loss By Period
GEN700 GEZ700 Other Ledgers Journal List
Stock STK740 Print Customer Price List
Advanced Sales SAL600
SAL610
SAL630
SAL690
Print Sales By Debtor
Print Sales By Category
Sales By Sales/Debtor
Sales History Report
Stock & Multi Stock LOC610
LOC620
LOC660
LOC670
STK610
STK620
STK660
STK670
Print Valuation Report
Print Movement Report
Print Stock Sales Report
Print Stock Reorder Report
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LOC710 STK710 Print Stock Purchases
LOC720
LOC730
STK720
STK700
Print Stock Exemptions
Print Price List
Job Costing JOB630 Print Job Ledger
Advanced Sales SAL620
SAL640
SAL650
SAL660
SAL670
SAL680
SAL700
SAL710
SAL720
Print Sales By Debtor/Stock
Print Stock Sales Report
Print Sales By Debtor/Stock
12 Month Sales By Debtor
12 Month Sales By Sales Code
Sales By Sales/Debtor/Stock
Stock Sales Report
Print Budget Sales By Debtor
Budget Sales By Sales Code
Can a default format be set for the Excel spreadsheets ?
The format (font, style, colour) of the Arrow Excel reports can
all be set from the Main menu
in Arrow Financials in the “Setup-Excel” parameters. These
settings, like the VIEW/LASER
settings are stored in the HKEY_CURRENT_USER section of a
workstation/servers registry.
This means that all users, including those in a Terminal Server/
Citrix environment, are able
to store their own output options defaults.
How are the additional reports loaded on an existing site ?
The additional Excel reports that have been added since version
5.00 will not become
available until such time as the Utilities menu is loaded. As
the menu is loaded it checks the
version of the report text file (RPTMAST.TXT) in the arr@data
folder and automatically
uploads the report formats. Therefore an update involves placing
the latest RPTMAST.TXT,
RPTREPT.TXT files into the arr@data folder and launching the
utilities menu. These files
are updated by the version 5.10 installation program.
What, if any, issues may come up via support for these options ?
It is important to note that Arrow Financials version 5.10 will
only allow one Excel window to
be open at anyone time. Therefore users should be aware that
they should save all
spreadsheets after Arrow has launched Microsoft Excel. Arrow
Financials works in this
manner to avoid memory issues as resources can quickly dwindle
should Excel be opened
on multiple occasions.
The process of generating a spreadsheet is slower than the
process of generating a report to
other output options. Reports are output using a print function
which is compiled into the
Visual Dataflex language. Excel spreadsheets are created using a
third party dll which
transfers information to Excel. Every cell in an Excel
spreadsheet is built from multiple
accesses to the driver - the value, the colour, the font, the
justification in the field, the
number of decimals and the number of columns to merge all
require separate accesses.
The interface to Excel has been optimised to be as efficient as
possible, but the many tasks
involved in building a spreadsheet on the fly necessarily make
the process slower.
In addition, the formulas built and included in spreadsheets are
constructed from data held in
tables in memory. These tables are constantly read and updated
when creating a
spreadsheet, this is another process which slows spreadsheet
creation. In some cases a
second 'worksheet' spreadsheet is needed to created the
necessary formulas.
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DATABASE & FILELIST.CFG CHANGES UNDER VERSION 5.10
.. There have been no changes made to the filelist.cfg between
version 5.00 and version
5.10. However the addition of Excel output to Arrow Financials
in version 5.00 resulted in
a number of changes to the filelist.cfg. These tables will be
added to the filelist.cfg of any
company accessed that is running version 5.10 when the ARRMENU
is first launched.
This process creates the additional three tables, and adds the
following entries to the
filelist.cfg.
File Number File Name File Description
36 RPTREPT Report Format Fields
37 RPTMAST Report Format Master
38 RPTTRAN Report Format Lines
SUPPORT NOTE
As the tables are first created when running Arrow Financials,
it is suggested Arrow
Financials version 5.10 is first run by a user with
administrative access to the Arr@data
and other company folders. This would include “create table”
rights to the ArrowSQL
database for those SQL sites that will have tables added to the
Microsoft SQL Server
database and INT files created in the Arrow directory paths.
.. All SQL databases for Arrow Financials, ArrowLink, ArrowShop,
ArrowSAM will now be
Microsoft SQL Server 2000 databases. This will mean these
databases cannot be
attached to Microsoft SQL Server 7.
Arrow Version 5.10 CD Contents
\ARROW
Contains the SETUP.EXE installation program for Arrow Financials
Version 5.10.
\ARROWSQL
Contains the SETUP.EXE installation program for Arrow Financials
SQL Version 5.10.
\APPS
\ARROWSHOP Contains the “ArrowShop 2.90” installation program.
\ARROWSAM Contains the “ArrowSAM 1.60” installation program.
\ARROWLINK Contains the “ArrowLINK 1.50” installation program.
\SALES Contains the “Arrow Sales Demo Datasets“ install program.
\QUICKFORMS Contains the “Quickforms 2.6” installation program.
\ARROWEAS Contains the “Arrow eAS 1.20” installation program.
\APPS\SQL
\ARROWSHOP Contains the “ArrowShop SQL 2.90” installation
program.
\ARROWSAM Contains the “ArrowSAM SQL 1.60” installation program.
\ARROWLINK Contains the “ArrowLINK SQL 1.50” installation
program.
\SQLExtras Contains the “ArrowSQL Extras” installation program.
\DOCS
\MANUAL
This directory contains the installation program files for the
latest electronic manuals.
The manuals are supplied in a windows help format and are also
installed during the
installation programs.
\CONFIG
Arrow Product Suite Installations.PDF - This document contains
Arrow
product suite checklists and an installation run through.
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
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Arrow eAS Installation and Configuration.pdf- This document
steps through
the ArroweAS installation program and initial steps of
configuration.
Arrow eAS Installation Checklist.pdf- Lists the steps of Arrow
eAS installation
step by step to ensure all bases of the installation have been
covered.
DataFlex Error Listing.PDF -This document contains a complete
list of error
messages.
Arrow Printing Configuration .PDF - This document provides a
comprehensive
look at printer setup and printing problems.
Arrow Network Configuration.PDF - A document containing special
network
and printing setup issues and considerations for various
environments.
Environments included in this document are: Windows 98SE,
Windows ME,
Windows 2000, Windows XP, NT Workstation, NT Server, Windows
2003 server,
Citrix Metaframe, Windows Terminal Server, Novell Netware.
Arrow Linux Configuration.PDF - A document for Linux
installations covering
directory structures, set up and conventions.
\FORMTEMP
Contains the latest FORMTEMP.SR3 for creating custom forms
templates, and the
latest EFTTEMP.SR3 for creating EFT templates. This directory
also contains an
ArrowForm.pdf document for Forms template processes used in
print programs.
\GOODIES
This directory contains various documents such as, the latest
Arrow Price List and
other documents you will find useful in dealing with Arrow
Research Corporation. It
also contains the latest ArrowKit document that details the
latest available formats of
the Arrow ASCII file uploads and downloads.
\RELEASE
This directory contains the release notes for Version 5.10.
\CTEL
This directory contains the necessary information needed for
CTEL's Credit Card
Gateway for use with ArrowShop
\EXTRAS
\CRYSTAL
Contains the Arrow Data Dictionaries, sample reports and
documents for Crystal
Report Writer
ARROW RESEARCH CORPORATION PTY LTD Page 9
ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
JULY 2006
Arrow Version 5.10 Upgrade Procedures
Please note it is a MUST to follow and adhere to every step as
detailed below so as to
ensure a smooth, efficient and trouble free upgrade. These notes
should be read in their
entirety before even booking an upgrade out on site. Thorough
preparation is essential to
avoid any unnecessary delays at a client site.
Under ALL circumstances please ensure prior to arriving at the
client site, the following has
been addressed,
(A)
A registration number has been obtained for version 5.10.
(B)
The standard and suitability of both hardware and operating
system has been
evaluated.
Complete an “Upgrade Request” from the “Knowledge Centre”,
accessed via the Partner
Intelligence Centre on our web site at “https://secure.arrow.net.au”.
ALL SITES MUST OBTAIN A NEW SERIAL NUMBER FOR THEIR SOFTWARE
WHEN UPGRADING TO VERSION 5.10 FROM VERSIONS PRIOR TO 5.00.
SQL SITES MUST ALSO OBTAIN THE SQL INSTALLATION CODE FOR THE
SITE.
It is important to note Visual Arrow 5.10 upgrades are only
available to current
ESP members.
Arrow Research Corporation do not accept upgrade forms received
via facsimile and
will process and approve such requests within 2 working days for
existing Visual
Arrow sites.
DO NOT GO OUT ON SITE TO UPGRADE A SITE WITHOUT FIRST OBTAINING
A
REGISTRATION NUMBER.
Upon processing the Order Form, Arrow Research Corporation will
supply the necessary
details such as registration numbers by e-mail to the contact
e-mail address as specified
during the request. Should you happen to misplace the number
then you simply need to log
into the Knowledge Centre, accessed via the Partner Intelligence
Centre at
https://secure.arrow.net.au/.
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Upgrade Procedure - DataFlex & ArrowSQL - Version 4.90 & 5.00
Sites
Please ensure that the steps outlined in the Arrow Version 5.10
Upgrade Procedures have
been followed before proceeding with the following:
1.
Take a complete system backup of all Arrow directories including
all program,
runtime and data file folders. This would include Microsoft SQL
Server databases
2.
Load the Arrow Version 5.10 installation from the “ARROW” or
“ARROWSQL” (for
ArrowSQL sites) folders. From the following dialog screen select
“Upgrade from
version 4.90, 5.00”.
This installation option will perform the following tasks on the
Arrow folder that has
been selected:
-Update all VDF programs in the arr@vdf\program folder.
-Add RPTMAST.TXT and RPTREPT.TXT to arr@data for Excel
reporting.
-
Register the excel DLL - RNXLC50.DLL- file in
\Program Files\Arrow\Common Files\System
-Install Arrow Financials manual and components in order for
Arrow to run.
-Install the version 5.10 workstation setup program in a
WSTATION folder.
3.
Start Arrow in the usual manner as a user that has
administrative access to the
database and Arrow Folders. If upgrading from version 4.90 you
will be presented
with the Arrow Registration Number screen prompting you to enter
the new
registration number. Enter the version 5.10 registration number.
4.
If upgrading from version 4.90 check to ensure that the
FILELIST.CFG file has been
updated and that the RPTMAST, RPTTRAN, and RPTREPT tables have
been
created.
5.
For Multi-Company-Repeat steps 3 and 4 for each company.
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JULY 2006
Upgrade Procedure - DataFlex - Version 4.80 Sites and sites
prior
Please ensure that the steps outlined in the Arrow Version 5.10
Upgrade Procedures have
been followed before proceeding with the following:
1.
Take a complete system backup of all Arrow directories including
all program,
runtime and data file directories.
2.
Make a separate backup of data file directories for easy
retrieval when the new Arrow
Version 5.10 system is loaded.
NOTE: Before doing this please delete, “COMPANY.DAT”, any Arrow
Multi Company
batch files (eg: “ARROWA.BAT”, ARROWB.BAT”, etc) and any *.CFG
files.
For Multi Company sites, note down the directory structure of
all company folders involved.
3.
Delete all Arrow directories which may consist of :
\ARR@DOS\RUNTIME \ARR@DOS\PROGRAM \ARR@WIN\RUNTIME
\ARR@WIN\PROGRAM \ARR@DEMO \ARR@DEMO\BLANKDAT
\ARR@DATA \ARR@DATA\BLANKDAT \ARR@PRAC
\ARR@PRAC\BLANKDAT \WSTATION
4.
Remove the “Arrow Accounting Software” or “Arrow Financials”
program group and
remove any Arrow icons from the desktop. This ensures that all
icons will be updated
in the installation process.
5.
Load the Arrow Version 5.10 installation from the “ARROW”
directory.
6.
If the site are Multi Company
I.
Start Arrow in the usual manner as a user that has
administrative access to the
database and Arrow Folders. You will be presented with the Arrow
Registration
Number screen prompting you to enter the new registration
number. Enter the
version 5.10 registration number.
II.
From the Arrow Main Menu, run “Maintain Company Details” and
re-create the
various companies from the menu, ensuring that the created
companies are
populated with data files. This should include the three new
RPT*.DAT tables.
III.
Copy the data (.DAT) and index (.K?) files from the backed up
company datasets into
the new company data directories.
PLEASE BE CAREFUL WHEN COPYING BACK THE DATA BACKUPS TO ENSURE
THAT YOU DO NOT COPY BACK ANY FILELIST.CFG OR DFINI.CFG FILES.
7.
If the site are Single Company
I.
Copy the data (.DAT) and index (.K?) and files from the backed
up arr@data
directory into the newly created arr@data directory.
PLEASE BE CAREFUL WHEN COPYING BACK THE DATA BACKUPS TO ENSURE
THAT YOU DO NOT COPY BACK ANY FILELIST.CFG OR DFINI.CFG FILES.
II.
Start Arrow in the usual manner as a user that has
administrative access to the
database and Arrow Folders. You will be presented with the Arrow
Registration
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
JULY 2006
Number screen prompting you to enter the new registration
number. Enter the
version 5.10 registration number.
8.
Arrow Version 5.10 is now ready for use. Please run the “SYSTEM
AUDITOR” to
ensure the integrity of the data.
9.
Please now make a new system backup and attend to any particular
settings that are
relevant to the site.
10.
The workstation set up MUST be run on all workstations. ALL
local Arrow icons &
folders should be removed before running the workstation
installation.
Upgrade Procedure - ArrowSQL - Version 4.80 sites and sites
prior
Please ensure that the steps outlined in the Arrow Version 5.10
Upgrade Procedures have
been followed before proceeding with the following:
This procedure caters for ArrowSQL 4.75 & 4.80 to ArrowSQL
version 5.10 upgrades. All
procedures related to Arrow DataFlex conversions can be found in
the “Arrow SQL MS SQL
Install.pdf” document found on the ArrowSQL CD.
1.
Take a Microsoft SQL Server backup of all Arrow databases.
2.
If the Microsoft SQL database files (MDF, LDF) being used for
Arrow are located in
the ARROW installation folder, take all databases offline.
Microsoft SQL Server 7
sites will need to detach the database.
3.
Take a complete system backup of all Arrow directories including
all program,
runtime and data file directories.
4.
Delete or rename (for an additional backup) all Arrow
directories. This could be done
by removing the ARROW folder or removing the individual folders
which may consist
of:
\ARR@DEMO \ARR@DATA \ARR@VDF \WSTATION
5.
Remove the “Arrow Accounting Software” or “Arrow Financials”
program group and
remove any Arrow icons from the desktop. This ensures that all
icons will be updated
in the installation process.
6.
Load the ArrowSQL Version 5.10 installation from the “ARROWSQL”
directory on the
Arrow version 5.10 CD.
Note:
The “NEW” installation method should be chosen in the
installation for the purpose of
the upgrade. Also please ensure that the Microsoft SQL Server
name or Microsoft
SQL instance name specified in the installation program is
correct as failure to do so
will cause ArrowSQL to be non-functional.
7.
After the completion of the installation program, enter the
connectivity kit registration
in the “Register SQL Driver” for Arrow Financials. This will
register the connectivity
kit. In the event where the registration number cannot be found
or is unknown this
step can also be done by copying across the registration files
(*.DFR,
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JULY 2006
MSSQLDRV.CFG) from the backed up arr@vdf\runtime directory to
the newly
installed arr@vdf\runtime directory.
8.
From the backup in step 4, copy files from the backed up
arr@data directory with the
extension INT, DAT, K, MDF, LDF to the arr@data directory
created by the version
5.10 installation program in step 7. This copy should also
include the filelist.cfg as
this will trigger the creation of the RPT Excel report tables in
the SQL database.
9.
If the site are Multi Company restore all Multi-company sub
directories. This suggests
you would copy all folders found off the arr@data directory in
the backup (except the
BLANKDAT folder) to the newly created arr@data from the version
5.10 installation.
10.
If Microsoft SQL databases were taken offline in step 3, bring
these databases back
online, or re-attach. Any issues doing so would suggest that the
MDF and LDF files
were moved during this procedure and not moved back into the
same directory.
11.
Start Arrow in the usual manner. You will be presented with the
Arrow Registration
Number screen prompting you to enter the new registration
number. Enter the
version 5.10 registration number.
12.
Select each company from the menu and you will be presented with
the Arrow
Registration Number screen prompting you to enter the new
registration number.
Enter the version 5.10 registration number in each company.
13.
Arrow Version 5.10 is now ready for use. Please run the “SYSTEM
AUDITOR” to
ensure the integrity of the data.
14.
Please now make a new system backup and attend to any particular
settings that are
relevant to the site.
15.
The workstation set up MUST be run on all workstations. ALL
local Arrow icons &
folders should be removed before running the workstation
installation.
ARROW RESEARCH CORPORATION PTY LTD
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5.10
Upgrade Procedure - ArrowShop, ArrowSAM, & ArrowLink
ArrowShop
The ArrowShop installation program located in the \APPS\ARROWSHOP
directory on the
CD is a new release of ArrowShop version 2.90.
IMPORTANT NOTE:
ArrowShop sites must be running Arrow Financials version 5.10
before installing or
upgrading to ArrowShop to version 2.90. Sites also must be using
ArrowLink version
1.50
Please follow the Upgrade procedure if updating an existing site
as this also provides
information as to critical steps involved in the upgrade
process.
ArrowSAM
The ArrowSAM installation program located in the \APPS\ARROWSAM
directory on the CD
is a new release of ArrowSAM version 1.60.
IMPORTANT NOTE:
ArrowSAM sites must be running Arrow Financials version 5.10
before installing or
upgrading to ArrowSAM to version 1.60. Sites also must be using
ArrowLink version
1.60
ArrowLink
The ArrowLink installation program located in the \APPS\ARROWLINK
directory on the CD
is an ArrowLink version 1.50 installation program.
This program includes all knowledge base updates from version
1.40 and MUST be used for
any site running ArrowShop version 2.90. It also includes the
installation of a HTML active X
file that makes it possible to send HTML formatted emails in
ArrowShop version 2.90.
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5.10
Arrow Version 5.10 CD Extras
ArrowSQL Extras installation
Throughout 2005 and 2006 Microsoft Analysis Server cube
reporting and Audit Trail triggers
have been demonstrated to business partners to help illustrate
the powerful reporting
options available to sites who move to ArrowSQL. These added
extras provide great
incentive
for Dataflex users to move to ArrowSQL.
Version 5.00 again took this a step further with the release of
the ArrowSQL Extras
installation. The installation automates the setup process of
the sample triggers and also
sees the release of a series of sample Analysis Server cubes and
pivot tables to the
business partner network. The installation program limits the
number of steps required to get
both operational on a sites database or internally for
demonstration purposes.
Full documentation of the installation process can be found in
the Arrow SQL Extras
Installation.PDF document found in the CONFIG folder of the
version 5.10 CD and within
the new ArrowSQL Consultant Toolkit.
NOTE
The samples provided are only for the Microsoft SQL Server and
Microsoft Analysis Server
2000. Due to dramatic changes made to these processes under
Microsoft Analysis Server
2005 these samples will not work for SQL Server and Analysis
Server 2005 systems. An
update to this installation will be provided for SQL Server
2005.
Sales Demonstration Workstation Installation document
The Sales demonstration datasets documentation was released on
the version 4.90 CD. It is
again provided on the version 5.10 CD to business partners as a
starting point to the Arrow
Financials, ArrowSAM, ArrowShop and ArrowLink installations and
is not just used for the
purpose of a Sales demonstration. All installation programs and
checklists for each product
are detailed within this document for ease of installation.
This Arrow Sales Demonstration Datasets installation program
(found in the\Apps\Sales
directory) will allow for the creation of any of the following
three companies:
Standard Demo data - includes Multi-Location, ArrowShop &
ArrowSAM
Extended General Ledger
Single Location
The document contains a Checklist section which outlines the
steps required to install and
configure each of the products in the Arrow Product suite. Each
point references other
materials and help information that may be required when
completing those steps.
It also contains an Installation section which steps through
each of the Arrow installation
programs found on the CD, explaining and making recommendations
on all installation
options.
This document, along with the Online user manual and Document
libraries FAQ documents
will enable Arrow to be installed onsite, or assist in the
installation and setup of
demonstration workstations and support systems.
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5.10
Arrow Clever Commerce Product Range - Support
Arrow Research Corporation produces various documentation and
tools to assist Accredited
Arrow Consultants to use and support the product. You should
note there is a time lag
between production of version 5.10 and the delivery of the
Version 5.10 CD to you. Whilst
we make every effort to minimise this time frame, some delay is
unavoidable.
Partner Intelligence Centre (www.arrow.net.au)
The Partner Intelligence Centre available on the Arrow website
provides a quick and easy
method of requesting upgrades and serial numbers. It should be
noted that, in order to
streamline our procedures and thus increase our service to you
our valuable Business
Partners, “Upgrade Requests” can only be submitted through the
Knowledge Centre on our
web site.
Search Knowledge Base
The Knowledge Base is updated on a daily basis with program
updates and enhancements.
You can search on Keywords, by Matching, Selecting a module,
Look by subject or
Keyword, or you can get a specific article.
Please note that only the current version and the immediately
previous version are available
on the Knowledge Base. This means, only Version 4.90 and Version
5.00 information is
available.
Frequently Asked Questions and the Document Library
This section of the web site has a list of frequently asked
questions that come through our
support centre. These questions and their responding answers can
be viewed using the
web site. We also provide a document library, which incorporates
training notes, power
point presentations, and FAQ documents that provide a list of
questions on a particular
topic.
These documents can be emailed to you for your use, or for
provision to clients, if they are
suitable.
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5.10
APPENDIX
Appendix A Visual Arrow Overview
Visual Arrow version 5.10 is written in Visual Dataflex 7.03, a
full 32 bit integrated
database/development tool. Visual Dataflex 7.03 uses the same
database formats and
functionality as prior revisions of Dataflex. It can
interoperate with those revisions of
Dataflex concurrently on the same database files.
Visual Arrow holds all programs for a module as Views in a
single program per module.
Multiple views may be open at any time in a module. Visual Arrow
allows multiple modules
to be opened in a single desktop. Open modules may be accessed
from the Windows task
bar. Each module is a single program with a series of views of
which any number may be
open at any time. All open views may be cascaded, tiled,
minimised or maximised from a
drop down menu.
Visual Arrow Help uses the Windows Help system and new
Electronic Manual so that every
user can have one and they can be kept up to date with all of
the latest product
enhancements and features. AND you can “Carry it with you”.
Visual Arrow also has its' own on-line searchable help for all
programs.
Cut, copy and paste are available. The Visual Arrow desktop may
be operated in full screen
mode. The system date is altered via a password controlled popup
window.
Each key field contains a button, which may be clicked, with a
mouse, to access Dataview.
In the body of entry programs, key fields are identified as
those with two dots after the name
in the column heading. Clicking on the column-heading tab, with
the mouse, will cause
Dataview to be activated.
All maintenance, process and report screens contain an 'Ok' or
'Start' button which may be
clicked to short circuit the screen entry/selection process.
Dataview screens use a clear grid
structure, which helps to improve readability and identification
of the current record. The
same applies to transaction entry and inquiry display screens.
Block text and master file notes are maintained via a text
editor with full block text marking,
cut, copy and paste facilities.
Printer selection for the 'Print' button uses the standard
Windows printer dialog. Report and
process tracking status is shown on progress bars.
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5.10
Appendix B Visual DataFlex 7.03 - Workspaces & the Registry
Visual Arrow version 5.10 is written in Visual Dataflex 7.03,
and makes use of Workspaces.
What is a workspace?
A workspace is segment of the registry that stores settings for
Visual Dataflex programs
including settings such as:
Description: A description of the workspace
DataPath: The location of the database files
FileListPath: The location of the filelist.cfg to open
BitmapPath: The location of any multimedia files required by an
application
ProgramPath: The location of the DataFlex programs for the
application
HelpPath: The location of the help file name for the application
Data Access designed the Workspace to allow multiple DataFlex
applications to reside on a
single PC.
What is the registry?
The registry is a database of operating system and application
settings. The Windows
operating system(s) provide an application-programming interface
to read and write the
registry to allow application developers to use the registry to
read/write their own settings
and read information about the operating system environment,
settings and components.
In Windows environments, that have registry security turned on
(optional with Windows
98SE, default with NT/XP), users lacking full access to all
Dataflex registry entries may
experience a “TERMLIST.CFG” Not Found error, which will prevent
them from running
Dataflex applications. This error can occur upon first
installation and again upon the
addition of new users, without the proper registry-access
rights.
In such an environment, you can use Microsoft's registry editor
to grant universal rights to all
users to the VDF key, or alternatively, to a defined group of
users such as users of “Visual
Arrow”.
The Data Access Model
Data Access has designed the workspace to be as flexible as
possible whilst allowing the
distribution and setup of an application to be as simple as
possible.
The registry keys are located in: HKEY_LOCAL_MACHINE\Software\Data
Access
Corporation\Visual DataFlex\7
How does this work?
The shortcut for the application has a parameter of Arrow, this
causes the DataFlex runtime
to lookup a key in the registry called:
HKEY_CURRENT_USER\Software\Data Access Corporation\Visual
DataFlex\7\Arrow
Or if not located
HKEY_LOCAL_MACHINE\Software\Data Access Corporation\Visual
DataFlex\7\Arrow
Once this key is located the DataFlex runtime retrieves the
values from the key, it uses these
values to setup the startup environment for the system, for
example:
Workspace -What workspace to use
Vdf -What program to run
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5.10
Module -What module name to Use
Note: Due to the new registry keys and icon changes detailed
above, it is necessary to run
workstation setups on all workstations after removing the
existing icons on those
workstations not previously running version 4.75 for Visual
Dataflex 7. Please refer to the
Upgrade and Workstation setup sections of this document.
The below is a list of registry keys now created under Visual
Arrow version 5.10.
These may depend upon which features are selected upon
installation of Arrow Financials or
those Shortcuts chosen when running the Workstation setup
program.
These registry keys are used as an example to show what they
would be set to if installing to
“C:\Arrow”. Again these would differ based around the
destination directory.
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7]
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Defaults]
"TypeFacePreference="MS SANS SERIF"
"DFPath=.\;..\arr@vdf\runtime;..\arr@vdf\Program;"
"WindowsHelpFileName=Arrow.hlp"
"FontHeightPreference=dword:0000000c
"WindowsHelpFileDirectory"=".\"
"ViewMode"="Zoom"
ARROW FINANCIALS
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Arrow]
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Arrow]
"Module"=""
"Workspace"="Arrow"
"Vdf"="C:\Arrow\arr@vdf\program\arrmenu"
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\DealerMenu]
"Module"=""
"Workspace"="Arrow"
"Vdf"="C:\Arrow\arr@vdf\program\dlrmenu"
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces]
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces\Arrow]
"HelpPath"="C:\Arrow\Arr@Data"
"FileListPath"="C:\Arrow\Arr@Data\Filelist.cfg"
"BitmapPath"="C:\Arrow\Arr@Vdf\Runtime"
"ProgramPath"="C:\Arrow\Arr@Vdf\Program"
"Description"="Arrow Financials"
"DataPath"="C:\Arrow\Arr@Data"
ARROW DEMONSTRATION DATA
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\ArrowDemo]
"Module"=""
"Workspace"="ArrowDemo"
"Vdf"="C:\Arrow\arr@vdf\program\arrmenu"
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\DemoDlrmenu]
"Module"=""
"Workspace"="ArrowDemo"
"Vdf"="C:\Arrow\arr@vdf\program\dlrmenu"
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[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces]
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces\
ArrowDemo]
"DataPath"="C:\Arrow\arr@demo"
"Description"="Arrow Financials Demo"
"FileListPath"="C:\Arrow\arr@demo\filelist.cfg"
"BitmapPath"="C:\Arrow\arr@vdf\runtime"
"HelpPath"="C:\Arrow\Arr@demo"
"ProgramPath"="C:\Arrow\arr@vdf\program"
ARROW PRACTISE PACK
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\ArrowPrac]
"Module"=""
"Workspace"="ArrowPrac"
"Vdf"="C:\Arrow\arr@vdf\program\arrmenu"
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\PracDlrmenu]
"Module"=""
"Workspace"="ArrowPrac"
"Vdf"="C:\Arrow\arr@vdf\program\dlrmenu"
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces]
[HKEY_CURRENT_USER\SOFTWARE\Data Access Corporation\Visual
Dataflex\7\Workspaces\
ArrowPrac]
"DataPath"="C:\Arrow\arr@Prac"
"Description"="Arrow Financials Practise Pack"
"FileListPath"="C:\Arrow\arr@Prac\filelist.cfg"
"BitmapPath"="C:\Arrow\arr@vdf\runtime"
"HelpPath"="C:\Arrow\Arr@Prac"
"ProgramPath"="C:\Arrow\arr@vdf\program"
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5.10
Appendix C Visual DataFlex 7.03 - The Shortcuts
The below is a list of shortcuts now created under Visual Arrow
version 5.10. These may
depend upon which modules are selected upon installation of
Arrow Financials or those
Shortcuts chosen when running the Workstation setup program.
These shortcuts are used
as an example to show what they would be configured to if
installing to “C:\Arrow”. Again
these would differ based around the destination directory.
ARROW FINANCIALS
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe ARROW“
STARTIN : “C:\Arrow\Arr@Data\”
ARROW DEMONSTRATION DATA
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe ARROWDEMO”
STARTIN : “C:\Arrow\Arr@Demo\”
ARROW PRACTISE PACK
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe ARROWPRAC”
STARTIN : “C:\Arrow\Arr@Prac\”
As you are also able to launch the Dealer Menu in each package
it is important that those in
support are aware of the changes to the icon to be able to do
this. Below is what must be set
to launch the Dealer Menu for each dataset.
ARROW FINANCIALS - DEALER MENU
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe DEALERMENU”
STARTIN : “C:\Arrow\Arr@Data\”
ARROW DEMONSTRATION DATA - DEALER MENU
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe DEMODLRMENU”
STARTIN : “C:\Arrow\Arr@Demo\”
ARROW PRACTISE PACK - DEALERMENU
TARGET : “C:\Arrow\Arr@Vdf\Runtime\Dfrun.exe PRACDLRMENU”
STARTIN : “C:\Arrow\Arr@Prac\”
NOTE: Launching of the Dealer Menu in a Multi-Company
environment is still
done by accessing the “Utilities Menu” and “Run a Dataflex
program” -
“DLRMENU”.
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5.10
Appendix D Arrow Financials Directory Structure
During the installation of Arrow Financials, the following
structure was created under the
install directory that was chosen
Please note that this should be either the root directory or
“Arrow”
\ARR@VDF
\ARR@VDF\RUNTIME This directory contains the Visual Dataflex
7.03 Runtime.
(3MB)
\ARR@VDF\PROGRAM This directory contains the Visual Arrow
programs. (217MB)
\ARR@DATA This directory contains all of the Arrow data files,
indexes,
configuration files and certain programs. (4.9MB)
\ARR@DATA\BLANKDAT This directory contains a complete set of
blank Arrow data files
and indexes.(6.0MB)
\ARR@DEMO This directory contains all of the Arrow demonstration
data
files, indexes, configuration files and certain programs. (8.5
MB)
\ARR@DEMO\BLANKDAT
This directory contains a complete set of blank Arrow data files
and indexes. (6.0MB)
\ARR@PRAC This directory contains all of the Arrow data files,
indexes,
configuration files and certain programs for use with the
Practice Pack Tutorial (8.5MB)
\ARR@PRAC\BLANKDAT
This directory contains a complete set of blank Arrow data files
and indexes. (6.0MB)
\WSTATION This directory contains the workstation setup program
for use
in a network environment. The program SETUP.EXE should
be run on each workstation to initialise the pathing, windows
components, icons and environment for each workstation.
\QUICKFORMS This directory contains the programs to run in order
to install
Quickforms Printing.
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5.10
Appendix E Arrow Multi Company
The directory structure created in a Multi Company environment
is set out below:
\ARR@DATA
\BLANKDAT
\COMPANY (The name of the sub-directory you named when
creating the company from the “Maintain Multi
Companies” menu option)
\COMPANY
\COMPANY
You will notice when using Arrow Version 5.10 in a Multi Company
situation that a
DFENV.CFG file gets created in each of the Company data
directories and holds the
DFPATH for the particular company.
You will also notice that in the \ARR@DATA directory there will
be some batch files:
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JULY 2006
Appendix F ArrowShop & ArrowSAM - System Requirements
The ArrowShop/ ArrowSAM Server needs to be set up and configured
before the installation
of these products. The below specification can also be found in
the Arrow Manual.
THE FOLLOWING IS A MINIMUM SPECIFICATION FOR THE ARROWSAM
(INTERNET
VERSION) AND ARROWSHOP SERVER
HARDWARE: Pentium 450
256MB RAM (512MB recommended)
SCSI III Disk Drive - 4GB
Backup system (e.g. Tape Drive) (recommended)
SOFTWARE:
Windows NT 4.0 with Service Pack 6a
Internet Explorer 5.0
Outlook Express 5.0 (Not Requires with ArrowSAM)
Microsoft Internet Information Server 4.0
Backup software that can back up OPEN files (Recommended)
SETUP:
2048MB Primary Boot Partition (NTFS)
2048MB (or greater) secondary partition (NTFS)
A live IP address on NIC (Network Interface Card) if internet
connectivity
required.
An internal IP address on NIC (Network Interface Card) if
intranet connectivity
required. (ie, ArrowSAM Intranet version)
NT installed as a member server. NOT A DOMAIN CONTROLLER OR A
BACKUP DOMAIN.
OPTIONAL:
DNS (Domain Name System) entries for web server if different to
main web
server (e.g. shop.arrow.net.au) that resolves to the live IP
address.
SSL server setup for secure access
NOTE:
An SSL (Secure Sockets Layer) is strongly recommended for on
line
credit card verification. This provides encryption of credit
card details
when sent over the internet. If you do not use an SSL server,
then the
details are transferred via the Internet in clear text and are
therefore, not
secure.
FIREWALL:
We strongly recommend that a firewall is available.
THE FOLLOWING IS A MINIMUM SPECIFICATION FOR THE ARROWSAM
(INTRANET
VERSION)
In an Intranet environment ArrowSAM can run on the same server
that is running file and
printer sharing for the network, that is a single server
network.
We recommend that the server is
HARDWARE: A recent model PC such as a Pentium III
512mb RAM
SCSI Disk Drive running
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SOFTWARE:
Windows NT 4.0 with Service Pack 6a
Internet Explorer 5.0
Microsoft Internet Information Server 4.0
An internal IP address on NIC (Network Interface Card) for
Intranet connectivity.
NOTE:
If a large number of users are required and/or the current
server is
under heavy load then the performance of the system will need to
be
ascertained and if necessary ArrowSAM may need to be hosted on a
separate server or the existing server hardware upgraded.
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5.10
Appendix G Visual Arrow version 5.10 Function Keys & Toolbars
All versions of Arrow installed during the Version 5.00 install
routine have been configured to
use the CUA Standard function keys. The function keys are listed
below but may also be
found on the “Help” file menu option in Visual Arrow. The new
version 5.00 toolbar icons are
also shown against the appropriate command.
HELP: F1 Access HELP information.
BACKSPACE: Backspace BACKSPACE one character in a field.
BACKFIELD: Ctrl+Tab Return to the PREVIOUS field or access
NOTES.
CALCULATE: Alt+F5
Access the CALCULATOR.
DELETE: Shift+F2
DELETE the selected record or line.
FIND: F9
Show a SELECTED record in CODE fields.
NEXT: F8
Show NEXT record in CODE fields.
PREVIOUS: F7
Show PREVIOUS record in CODE fields.
PRINT: Shift+F4
HOT KEY PRINT in some entry programs.
SAVE: F2
SAVE the details showing on the screen.
PROMPT: F4
Access DATAVIEW in CODE fields.
CLEAR: F5
Clear the current screen.
USER2: Alt+F2
Set SCREEN DEFAULT entry options.
If you choose to install Visual Arrow Version 5.00 then the
above function assignments have
been loaded as the default.
Should you choose to change the function keys back to be as they
were in any previous
version of Arrow for Windows you should be aware that if you put
the “DFINI.CFG” back in
the data directory of Arrow (ARR@DATA) then you will cause
undesirable results in Visual
Arrow (ie: some of the functions will work and others will not).
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5.10
Appendix H Windows XP Style
Visual Arrow version 5.10 incorporates the Windows XP Styles
that are available to those
workstations running Windows XP. These styles can enhance the
appearance of Arrow
Financials screens using 3D entry boxes and crisper text and
label appearance. The
Windows XP Style is activated by default on XP workstations but
should the Windows
classic style be in use it can be altered by accessing the
Display options.
From the Control Panel, select “Display” to present the Display
Properties shown below.
Move to the “Appearance” tab and change the “Windows and Button”
selection to Windows
XP Style.
NOTE
The changing of the Effects options also shown on this screen
can impact on the Arrow
Financials Interface. One option that has a negative effect is
the “Hide underlined letters for
keyboard navigation until I press the ALT key”.
By default this option is selected which results in the Tick
boxes used in Arrow Financials to
not be highlighted. Deselect this option to ensure that the Tick
boxes are highlighted.
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Appendix I Quickforms Version 2.6
The version 5.10 CD contains Quickforms 2.6 for those sites not
already running this
version.
Sites that are currently running Quickforms should follow the
installation steps below
to upgrade to version 2.6.
NOTE: Sites must be running Visual Arrow Version 4.70, 4.75,
4.80, 4.90 or 5.00 to use
Quickforms Version 2.6
1.
Ensure that you have taken a back up of all Quickforms
directories where either
programs or forms reside.
2.
Use the Control Panel, Add/Remove Programs to remove Quickforms
from the
machine.
3.
Check that all Quickforms icons and options on the program group
have also been
deleted.
4.
From the Printers folder, delete the Quickforms Fax Driver and
also the Quickforms
Fax Driver Port.
5.
Reboot the machine.
6.
Log into the machine, and run the Quickforms set up from CD, by
using the
Add/Remove Programs option in Control Panel.
7.
When you move through the installation routine, you will note
that you can now set
up the print, fax and email engines as part of the installation
should you wish to. You
do not have to set these up now, as they can be accessed and set
up later should
you wish.
8.
Set up the engines as required and load back in your forms and
DF files if desired.
Customize Support for Quickforms with your own details
In the new print engine, when users click on the Quickforms
name, they are offered a button
with Support Information. This information comes from the
Radforms.ini file, which is
contained in the Quickforms directory.
You can alter this file to provide your own contact details.
Edit the RADFORMS.INI file, using
notepad or other text editor and simply change the lines shown
below:
[SUPPORT]
FORMTITLE = Support and Registration
TITLE1 = Arrow Research Corporation
TITLE2 = Please contact us by one of the following methods
PHONE = 03 9866 3588
FAX = 03 9866 3855
EMAIL = support@arrow.net.au
WWW = www.arrow.net.au
ARROW RESEARCH CORPORATION PTY LTD
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
JULY 2006
The RADFORMS.INI file is contained in the form files directory
on the CD. If you change the
copy of the radforms.ini file in the formfiles directory, then
that one will be used in when
Quickforms is installed.
Features in Version 2.6
In addition to the major features added to Quickforms under
version 2.5, the following have
been enhanced / changed under Quickforms version 2.6.
•
The Print Engine now polls all polling directories to check for
a valid Arrow registration
file (ARRAD.VD6).
•
The Arrow registration file is now valid for seven days.
•
Two additional forms have been added for Stock Receipt and Sale
Labels. Full details on
this can be found further on in this document.
•
In Print Setup, it is now possible to select multiple forms when
setting the printer.
•
The printer name field has been extended from 40 characters to
60 characters.
•
The template path field has been extended from 50 characters to
254 characters.
•
When exiting the Form Editor window after editing a particular
form, that form is now
selected in the Form Editor form selection window.
•
The Fax Engine now sends emails for error notification if an
error occurs.
•
In some environments, the Fax Engine did not poll automatically
until it had been
manually cycled. The Fax Engine has been modified to poll
automatically on startup.
•
Under version 2.5 In Print Setup, the Save and Load feature did
not work correctly.
When configuring Print Setup by User, the Print Engine still
displayed the radio button
set to By System when next starting Print Setup. The settings
were stored correctly as
By User, this was a display problem which has been fixed under
Quickforms version 2.6.
•
In Email Setup, if any form other than BOM forms were selected,
clicking the browse
button for Default File for Body Text generated an "Error 9 -
Subscript out of range".
Swapping between companies with a form selected saved the other
company's form
details to the selected company.
•
In some environments, the Fax Engine could not address the modem
unless it was on
COM1. The error generated was "Error 18 - COM port closed".
•
The email engine now returns to the system tray when minimised.
To confirm that the update was successful, launch the print
engines and setup programs -
the version displayed in the title bar should now read "v2.6".
NOTE: As with version 2.5, this version of QuickForms uses the
registration files
created by Visual Arrow. Sites not running Visual Arrow should
remain on
QuickForms 1.9.
ARROW RESEARCH CORPORATION PTY LTD
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
JULY 2006
Appendix J Extended General Ledger Conversion
Conversion Process to Extended G/L for Version 5.10
You should note that any existing sites upgrading to the
Extended General Ledger require
modified versions of the following standard files that can be
located in the blankdat directory,
GENMAST, CODMAST and CODTRAN
The conversion process should be performed as follows,
-
load down the latest 5.00 programs
-
enter the new registration number
-
enter the Extended General Ledger segment parameters.
In Visual Arrow - Set Up, Modules, General Ledger.
Below is an example of a possible Extended GL Structure.
(Please refer to the Manual for additional information.)
-
ensure that no other G/L parameters are accessed until after
running the account
conversion process
-
write the G/L Master, Codes Master and Codes Transaction files
to ASCII text files
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- load down the updated GENMAST, CODMAST and CODTRAN (DAT & K
files)
(These can be found in the "BLANKDAT" directory.)
-read the G/L Master, Codes Master and Codes Transaction files
from ASCII text files
-run the account conversion process
For Visual Arrow Sites: Launch the Consultant's Utility Menu,
Other, Convert G/L codes
to Extended G/L codes.
There are two options in the “Convert Chart of Accounts Screen:
“A” to add defaults - If this option is chosen then Arrow will
add the default branch and
department to the whole of the current Chart of Accounts
Structure.
For example, you can set a default Branch '11' and Department
'22'. Hence your new Chart
of account on conversion will be 11.22.XXXX.XX (depending on the
segment parameters
chosen).
“C” to convert the account structure - If this option is chosen
then Arrow will convert an
existing standard G/L account into a new Extended G/L Account on
an individual basis.
For example, you can choose to move part of the account.sub
account to the branch or
department segments. Hence on the Old account section of the
options you can select
which part of the account.sub account can be in the Branch or
department section. Hence if
you enter _ _ B B. D D (_ being blanks), you are choosing to
move Account character 3 and
4 to the Branch Segment, and the sub accounts to the department
segments. In the Replace
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ARROW FINANCIALS - INFORMATION GUIDE & RELEASE NOTES FOR VERSION
5.10
in GL account, you can chose to replace the moved characters.
Hence if you enter _ _ 11.
23, then the conversion process will produce BB.DD.AA11.23.
BB being the 3rd and 4th sections of the old Account number
DD being from the Sub account numbers for the old account
structure
AA being the 1st and 2nd section of the old Account number.
11 being the replaced 3rd and 4th account numbers
23 being the replaced sub account numbers.
This is just an example of how you may use this options, there
are numerous ways
depending on the Account segments setup in the General ledger
module.
* Default Branch and Departments can be created via DataView or
on the fly whilst in the
Convert Chart of Accounts Screen.
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5.10
JULY 2006
Appendix K Foreign Currency Cashbook Conversion
The “System Extended Masterfile” (EXTMAST) must be present for
the module to work. The
“Cashbook Masterfile” (CBKMAST) format now includes a copy of
each of the value fields
previously held in the file. These fields hold the foreign
currency equivalents of the value
fields.
The “Cashbook Transactions File” (CBKTRAN) format now includes a
copy of the discount
and value fields. These fields hold the foreign currency
equivalents of the two fields.
The “Codes Transactions File” (CODTRAN) format now includes a
copy of the value field.
This field holds the foreign currency equivalent of the value
field.
These fields can be installed by taking the following steps,
1.
Backup the system and load down the latest programs
2.
Select “Arrow Utilities - Write File Contents to Text File”
System Masterfile
Cash Book Masterfile
Cash Book Transactions File
Code Transactions File
3.
Copy the modified EXTMAST.*, CBKMAST.*, CBKTRAN.*, and CODTRAN.*
file to
the system
4.
Select “Arrow Utilities - Read File Contents from Text File”
System Masterfile
Cash Book Masterfile
Cash Book Transactions File
Code Transactions File
The “Foreign Currency Cash Book” module will only work if a user
has purchased the
“Foreign Currency” module. The module maybe turned on by
accessing the “Set Up -
Background” options and changing the “Use Foreign Currency Cash
Book” parameter to
“Yes”.
ARROW RESEARCH CORPORATION PTY LTD
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5.10
Appendix L Electronic Manuals
Updated electronic manuals have been released in Version 5.10.
Covering over 1,000
different topics, the Arrow Financial Software manual is a
veritable gold mine of information
on the Arrow System.
Also provided is an updated Arrow E-Business Manual containing
sections for ArrowSAM,
ArrowShop and ArrowLink and the new ArrowSQL consultant toolkit.
All manuals are up to date, including all of the latest features
and enhancements released
as part of version 5.10 including Arrow Excel reporting. During
the installation programs you
will be asked if you wish to install a copy of the manual, and
this will be added to the Arrow
Financials Program Group. It is strongly recommended that the
manual installations be
selected on the installation of ALL workstations.
The manuals will be installed into the following directories:
Windows 98SE/ Windows XP
\WINDOWS\HELP
Windows NT / Windows 2000 / Windows 2003 Server
\WINNT\HELP
There are three files which make up the Arrow Integrated
Financial Software manual:
ARROWMAN.HLP, ARROWMAN.CNT, ROBOEX32.DLL,
There are three files which make up the Arrow E-Business Manual:
E-BUSMAN.HLP, E-BUSMAN.CNT, ROBOEX32.DLL,
There are three files which make up the ArrowSQL Consultant
toolkit:
ARROWSQLKIT.HLP, ARROWSQLKIT.HLP.CNT, ROBOEX32.DLL,
Whilst a broad index has been created in the manuals, users can
choose to create a search
file, by clicking on the search tab inside the manual, to enable
a more comprehensive index
on their machines if they wish.
You can check the manual date and version by opening the manual
and selecting Help,
then selecting Version from the task bar. This will provide you
with the date of issue and
the version number of the Arrow Integrated Financial Software
the manual relates to.
Users can place annotations in the manual, by using the Edit
option on the task bar, then
selecting Annotate. These annotations will be placed in a file
called ARROWMAN.ANN, or
E-BUSMAN.ANN please ensure that, if users choose to do this, a
back up procedure for
these files is in place if required.
We strongly recommend that you load AT LEAST one copy of the
manual at every
site, and encourage users to consult the manual when questions
and queries arise.
ARROW RESEARCH CORPORATION PTY LTD Page 35
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