Introduction - Epicor
STANPAK Notebook SalesFORCE™
UNIX System Manager Manual
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By STANPAK Systems, Inc.
STANPAK SYSTEMS CONFIDENTIAL
The information contained in this document is the unpublished, copyrighted, trade secret, confidential, and proprietary property of STANPAK Systems, Inc. and may be disclosed only to STANPAK Systems' standard software license agreement, and may be used only in accordance with the terms and conditions of that license agreement.
STANPAK SYSTEMS PROPRIETARY
The information contained herein represents the proprietary product and trade secrets of STANPAK Systems, Inc., Suffield, CT 06078 (860/668-3000). The information contained herein implies no warranty, and is subject to change without notice.
In accordance with STANPAK Systems' policy of continually enhancing its products, the information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of STANPAK Systems, Inc.
STANPAK Systems, Inc. makes NO WARRANTY OF ANY KIND WITH RESPECT TO THIS MATERIAL, INCLUDING BUT NOT LIMITED TO, ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. STANPAK Systems, Inc. assumes no responsibility for any errors that may appear in this document and SHALL NOT BE RESPONSIBLE FOR DAMAGES, INCLUDING WITHOUT LIMITATION, CONSEQUENTIAL DAMAGES RESULTING FROM RELIANCE ON INFORMATION IN THIS DOCUMENT. STANPAK Systems, Inc. makes no commitment to update or keep current the information contained in this document.
STANPAK( is a trademark of STANPAK Systems, Inc.
QANTEL( is a registered trademark and QICLOOK( is a trademark of Qantel Technologies, Inc.
All other brand or product names are or may be trademarks of, and are used to identify products or services of, their respective companies.
STANPAK Systems, Inc.
Suffield Village, Suite 301
Suffield, CT 06078
860/668-3000
Fax: 860/668-3001
Contents
Introduction 1
Overview 1
Software Requirements 1
Communications and Terminal Emulation Software 1
Hardware Requirements 2
Data Transfer 2
Security 2
SalesFORCE™ Implementation 5
System Manager 5
Systems Configuration 5
Central Computer Logins 6
File Transfer Menu 6
Data Transfer Specifications 6
Preparing The Notebook Computer 8
STANPAK SalesFORCE™ SetUp 8
Maintenance Issues 13
Security 13
SPDP Base Password 14
Restoring the Notebook Data Files 14
Training 15
Daily Work Flow 17
Introduction 17
Notebook Computer 18
Prepare Orders and Data to Upload 19
Upload/Download 19
Explode Data Downloaded from Central Computer 19
Central Computer 20
Prepare Data to Download to Notebooks 20
Explode Order Specifications and Data from Notebooks 20
Print Order Register and Review Notebook Orders 20
Notebook Programs 21
General Operations Information 21
Multiple Sessions 21
Printer Access 21
SalesFORCE Startup Menu 21
SalesFORCE Remote Notebook Menu 23
Central Computer Transfer Programs 27
Program Narratives 29
Appendix A: SalesFORCE Utilities 33
Introduction 33
Appendix B: Troubleshooting 34
File Transfer 34
Appendix C: Hardware Requirements 39
Notebook Computer 39
Modems 39
Appendix D: Qantel Print Connector 41
Installing the QANTEL® Print Connector for QICWARE™ 41
Before You Begin: Introduction to the QANTEL® Print Connector for QICWARE™ 41
What is the QANTEL Print Connector? 41
Installation Instructions 42
Configuring the QICWARE System 43
Installing the QANTEL Print Connector 43
Configuring the Printers 44
Uninstalling the QANTEL Print Connector 45
Appendix E: STANPAK FTP 47
STANPAK FTP Program 47
The STANPAK FTP menu 49
STANPAK FTP Program – UserID change 50
STANPAK FTP Program – User modify/change form 50
Appendix F: STANPAK File Repair Program 53
STANPAK File Repair 53
Introduction 1
Overview 1
Software Requirements 1
Communications and Terminal Emulation Software 1
Hardware Requirements 2
Data Transfer 2
Security 2
SalesFORCE™ Implementation 5
System Manager 5
Systems Configuration 5
Central Computer Logins 6
File Transfer Menu 6
Data Transfer Specifications 6
Preparing The Notebook Computer 8
STANPAK SalesFORCE™ SetUp 8
Maintenance Issues 10
Security 10
SPDP Base Password 11
Restoring the Notebook Data Files 11
Training 12
Daily Work Flow 15
Introduction 15
Notebook Computer 16
Prepare Orders and Data to Upload 17
Upload/Download 17
Explode Data Downloaded from Central Computer 17
Central Computer 18
Prepare Data to Download to Notebooks 18
Explode Order Specifications and Data from Notebooks 18
Print Order Register and Review Notebook Orders 18
Notebook Programs 19
General Operations Information 19
Multiple Sessions 19
Printer Access 19
SalesFORCE Startup Menu 19
SalesFORCE Remote Notebook Menu 21
Central Computer Transfer Programs 25
Program Narratives 27
Appendix A: SalesFORCE Utilities 31
Introduction 31
Appendix B: Troubleshooting 33
File Transfer 33
Appendix C: Hardware Requirements 35
Notebook Computer 35
Modems 35
Appendix D: Qantel Print Connector 36
Installing the QANTEL® Print Connector for QICWARE™ 36
Before You Begin: Introduction to the QANTEL® Print Connector for QICWARE™ 36
What is the QANTEL Print Connector? 36
Configuring the QICWARE System 38
Installing the QANTEL Print Connector 38
Configuring the Printers 39
To Automatically start with SalesFORCE 40
Uninstalling the QANTEL Print Connector 40
Introduction
Overview
The STANPAK SalesFORCE™ portable notebook computer software and communications package provides a seamless interface between the sales person in the field and the central computer in the office. A salesperson can carry a notebook computer with up-to-date information on customers, inventory availability and pricing. SalesFORCE™ provides the ability to use this information to offer customer service and enter orders on this portable data collection device, and transfer those orders by phone to the central computer. A great deal of information has to be transferred on a regular basis to keep the data in the notebook up to date. New pricing, inventory availability, open orders, accounts receivable, updated BCBI information and all other files necessary to support this effort are downloaded nightly from the central computer to the salesperson's notebook. Orders entered on the notebook are uploaded daily to the central computer.
Software Requirements
In order to run the SalesFORCE™ menu each notebook computer needs its own licensed copy of Qic/RT Lite™ runtime. The Qic/RT Lite™ runtime is software that allows STANPAK™ programs to run in a Windows environment. Running Qic/RT Lite™ requires a unique security device, called a QID, which is a PC card that slides out of site into one of the 2 PCMCIA slots in your notebook
Communications and Terminal Emulation Software
Additional communication software is needed to allow interaction between the notebook and central computers. The File Transfer subsystem on UNIX, Xenix or AIX platforms currently supports the BLASTAniTa™ PC software. BLAST AniTa provides terminal emulation, communication, and file transfer capabilities with UNIX and AIX computers.
A series of file transfer scripts developed by STANPAK is also required. These scripts automate the data transfer process.
Hardware Requirements
The obvious hardware requirements are a notebook computer and modems. Some internal hardware issues exist affecting communication that make the choice of notebook and modem more complicated than specifying the processor speed and hard drive size. STANPAK has a number of notebooks and modems it supports for running the SalesFORCE( and File Transfer systems. If your company chooses to purchase a notebook or modem not recommended by STANPAK, refer to Appendix C - Hardware Requirements for more information on:
1. Serial Port For Communications
2. PCMCIA Slot Modem Communications
3. Notebook Computer Optimization
4. Modems
Data Transfer
The SalesFORCE™ PC communications package provides totally automatic order upload and data download capabilities managed by scripts that upload/download automatically without intervention from users. It is easy to use, reliable and "bullet proof."
A new File Transfer system has been developed to support the SalesFORCE™ application. This system can be configured to transfer data between UNIX™ or AIX™ computers and notebook PC's running Windows 95, or 98, ME, NT or 2000 and the Qantel Technology’s Qic/RT Lite™ runtime.
The File Transfer system allows for flexible definition of what data is to be transferred between the two environments, central computer and notebook computer. The system can be configured to transfer an entire file, or specific portions of a file. In addition, the data that is transferred is unique for each salesperson, and can be tailored to that individual's needs.
STANPAK™ provides a transfer template that contains the necessary file and format information to transfer data that will allow the salesperson to use the SalesFORCE™ system. When the system manager becomes more experienced and in tune with the system he/'she can customize it for each salesperson's specific needs.
Security
The SalesFORCE software provides security with date sensitive passwords for each notebook. On expiration, the SalesFORCE™ programs will no longer function. From one day after expiration, if anyone attempts to access SalesFORCE™ the data will be erased, except for new orders. If the password is entered wrong five times in a row, the disk will erase itselfdata will be erased.
A STANPAK™ system password is set up on each notebook. This is the password that is entered at the prompt, ENTER PASSWORDPLEASE SIGN ON:. In the same manner as accessing the full STANPAK™ application on the central computer, the password prompt is the first thing that you encounter when you access the SalesFORCE™ system on the notebook. Each notebook can have a unique password, or notebooks can use a common password.
A user must have a file transfer User ID and password before being able to transfer files between a notebook computer and the central computer. Both must be set up by a system administrator before distributing the notebooks. The User ID and password combination must be unique for each salesperson. Each user gets configured with a salesman code range and a customer code range. These control which specific customer information gets transferred.
Each User ID contains an expiration date for added security. The User ID is no longer valid after the expiration date has passed. In that event, the user is denied access to Qic/WARE™ and the SalesFORCE™ system on the notebook.
SalesFORCE™ Implementation
System Manager
The first task that must be undertaken once the decision to use notebooks and the STANPAK SalesFORCE™ System is finalized, is to assign an individual the position of System Manager. This individual will be responsible for the interaction of the notebook computers in the field with the central computer system; training the sales force in use of the remote STANPAK™ system, the transfer scripts, and overall notebook usage; and providing a first line of defense in the event of errors or abnormal operation with respect to the notebooks. It is critical that this individual is familiar with both basic computer operation, and the specifics of the STANPAK™ system.
Systems Configuration
Configuration is a key aspect to the successful operation of the SalesFORCE™ computer application. There are three major areas involved in successful configuration:
1. setting up the central computer transfer passwords and logins.
2. defining the data transfer specifications - a unique User ID with transfer parameters must be defined for each notebook.
3. building the Notebook - loading software and setting system parameters.
The STANPAK technical support staff loads and presets much of the configuration. The user needs to provide a list of modem phone numbers that will be used by the salespeople. They will also need a list of the following information for each notebook being configured in order to do the initial system setup:
5. UserlD
6. User password
7. Sales ID's
8. Customer number range.
Central Computer Logins
STANPAK Technical Support does the following initial set up to prepare the central computer for file transfer:
1. Load UNIX utility set.remote on user's central computer.
2. Run set.remote. This program does the initial loading of programs and utilities required to do file transfers.
3. Create UNIX user logins used by the file transfer scripts: sales, salesup
Set up for hush login:
create file “.hushlogin” in /usr/sales
add “ALLOWHUSH=YES” to /etc/default/login
4. Edit password file for proper permissions.
5. Set up STANPAK user passwords.
Log on to QICWARE. Run *SECURE.
Set up: User password: SALES
Initial program: FT
Directory name: leave blank
User Password: SALESUP
Initial Program: FTUP
Directory name: leave blank
6. Add dial-in access/create notebook utility diskette using Notebook Utilities, option 18 on the UNIX Utilities menu. Each notebook needs its own unique set-up diskette. Creating the notebook utility diskette serves two purposes; it adds the salesperson to the authorized call in list on the central computer, as well as creating a diskette of installation scripts for the notebook.
7. Enter/maintain the modem phone number list using Notebook Utilities, option 18 on the UNIX Utilities menu.
Steps 1 through 53 will only need to be done as part of the initial set-up. Adding dial-in access to the central computer (step 6) will need to be redone by the system manager if a notebook user's sales number or UserID changes (i.e. notebook is given to a new salesperson or password is changed). The modem phone number list (step 7) may also need to be modified on occasion by the system manager.
File Transfer Menu
The suite of programs on the central computer that allow interface to the SalesFORCE™ system are accessed through the F menu. These programs allow the System Manager to prepare the files for the salespeople to download to their machines, create orders from the files uploaded from the salespeople, maintain the transfer file templates, and audit the entire system. At this point the central computer is ready to have the data transfer specifications set up using program (F)FTM.
Data Transfer Specifications
Each notebook (or other remote application) must have its own unique File Transfer User ID that specifies the necessary data file transfer parameters. Program (F)FTM is used to enter the User ID's. We recommend that this program be run and controlled by a system manager and NOT by the end-users of the File Transfer system. STANPAK Technical support will set up the initial file transfer UserID's.
The unique File Transfer User ID controls when and what data is transferred between the Central computer and a specific salesperson's notebook computer. Following is a general description of the information required for each File Transfer User ID. Specific information on the data entered though program FTM can be found in the program documentation.
User Password
Each User ID contains a separate password. This password may appear redundant, however, it will be required if multiple salespeople share the same Login Password.
Expiration Date
Each User ID contains an expiration date. The User ID is no longer valid after the expiration date has transpired. Once the expiration data has passed, the notebook cannot access Qic/WARE™ or the SalesFORCE™ menu. The system manager is responsible for maintaining each user's expiration date.
Data Tags
The User ID gets configured with a salesman code range and a customer code range. These fields control the amount of data transferred to the notebook.
Data/Object Directories
The User ID gets configured with the names of the directories which store the DATA and OBJECT files on the notebook computer.
Transfer Mode
The File Transfer will support two different Modes:
1. QTERM™ (QANTEL™)
2. BLAST™ (UNIX™/AIX™)
The mode used will depend on the hardware being used.Mode should always be set to “4” for UNIX based servers.
Remote Environment
All remote notebook computers currently operate in the Qic/WARE™ environment. This field should be set to “W”.
TOP Access
The Order Planner Print (TOP) and Order Planner Schedule Print (TOPSR) programs will only appear on the menu if enabled in the User's ID using program FTM. Otherwise, salespeople can request Order Planners to be run on the central system.
Download Files
The files which are to be downloaded from the central computer to the notebook computer are originally specified using the NOTEBOOK templatewhen the user is set up be STANPAK Technical Support. Changes to the specifications can be made using the DL command in the FTM program. The
DOWNLOAD SETUP screen identifies all files which are to be downloaded. Each file gets configured with various options which define when and how much of the data within the file should be downloaded. Most large files are initially set to be downloaded only once a week.
Upload Files
The files which are to be uploaded to the central computer from the notebook computer are originally specified using the NOTEBOOK templatewhen the user is set up by STANPAK Technical Support. Changes to the specifications can be made using the UL command in the FTM program. The UPLOAD SETUP screen identifies all files which are to be uploaded. Each file gets configured with various options which define when and how much of the data within the file should be uploaded.
The default upload files include:
Open Order flies - 06 and 06H
BCBI Quote information - BCBIQ
Order Planner files - TPPF
If BCBI quote information and/or Order Planner information is not going to be uploaded, files BCBIQ and/or TPPF should be removed from the upload list.
File Templates
STANPAK™ provides a transfer templates, NOTEBOOK. Thiese templates contains the necessary upload and download file and format information to transfer data that will allow the salesperson to use the SalesFORCE™ system. UserID's set up by STANPAK Technical Support will use the NOTEBOOK template.
Preparing The Notebook Computer
Before the salesperson receives his/her notebook computer, several software packages must be loaded:
9. BLASTAniTa™ communication software to allow for the file transfers
10. Qic/RT Lite™ runtime to allow SalesFORCE™ to run. Each notebook must also have its own security QID device plugged into the PC Card Slot.
11. the actual SalesFORCE™ software package configured with a default password SIGN ON of NOTEBOOK.
12. a set of DOS Batch files and BLASTAniTa™ Script files to make the transfer as simple as possible.
13. an initial data download which includes the file transfer specifications.
The login and transfer systems are already set up for the salesperson to use, and are completely automated.
STANPAK SalesFORCE™ SetUp
Once the software packages are loaded, the system manager should review the following STANPAK™ program setups:
14. Order Planner programs - some are optional on the SalesFORCE Menu and will only appear if enabled in the User's ID.
15. Order Entry password - OEPASS parameters are pre-set, but some parameters can be altered to suit individual needs.
16. File Transfer Scripts – originally configured by STANPAK Technical Support for each specific user, phone number and TCP/IP settings. Settings will need to be modified if the notebook user on modem phone number changes.
Program Options on the SalesFORCE Menu
The Order Planner Print (TOP) and Order Planner Schedule Print (TOPSR) programs will only appear on the menu if enabled in the User's ID. To change a user's authorization, edit their UserlD specification in program FTM field 21. The next time data is downloaded the system will change their authorization to match what is showing in program FTM.
Setting Up the Order Entry Password
The order entry password setup program, OEPASS, can be called as a blind entry from the notebook menu. The system is set with default settings as displayed in Figure 1.
OEPASS Settings that may not be Changed
OEPASS fields 6 through 10 may not be changed without interfering with the functions of notebook mode.
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*Settings that may not be changed
Figure 1 - OEPASS screen showing default notebook settings
The following fields may be changed by entering the corresponding field number when in OEPASS.
2 Display Costs? (Y/N)
The notebook is set not to display costs. The salesperson will normally work in front of the customer and the customer might see the screen. In individual circumstances, the salesman may wish to change the flag to display cost.
11 Display User Prompts? (Y/N)
Setting this field to Y will cause entry options to be displayed for each field in Order Entry. This limits the number of items in QicMode, and may be turned off after the salesperson learns how to do order entry. Help can be called to the screen by entering "HELP" in the item field during order- entry, and will display only for the next Item entered.
12 Use QIC mode Order Entry? (Y/N)
Setting this field to Y will allow the customer's BCBI items to be displayed on the screen in either BCBI order, descending dollar value order, or in order planner order. The customer's Item sort flag determines the method that is used. Line items can then be selected by sequence number.
Line Item Entry OPTIONS
Fields 16 through 21 correspond to information needed when adding line items. Stock items usually pull this information from the Item Master file or the BCBI file. Entering a Y in fields 16 through 20 will cause the cursor to always stop in the corresponding fields when entering a line item to the order. Field 21 allows the cursor to skip Stocking Unit if the same as pricing unit.
22 Default Order Writer:
Enter the salesperson's initials.
FIELDS 25 through 41
Fields 25 through 41 correspond to fields on the Order Header screen. Entering a Y in fields 25 through 41 will cause the cursor to stop in the corresponding Order Header field. If the Order Header field default is usually accepted, not stopping at the field will make order entry faster.
42 Maximum BCBI Days OLD:
This number sets a limit on the BCBI items that display during QicMode Order Entry. Only items that have been purchased in the last ### days will display, where ### is the value entered in this field. The cut off date will be calculated based on the current system date, and displayed beneath this field. This option allows user to display only currently used items, displaying more actively used items per screen and making QicMode more useful.
Setting Up the File Transfer Scripts
The File Transfer scripts need to be configured for each notebook to identify the User ID, User Password, phone numbers to dial and TCP/IP settings if FTP transfers are to be used over a local network.
To set or change any of the parameters for File Transfer open the STANPAK File Transfer program by double clicking on the desktop shortcut. Click on the Add/Modify settings button.
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Figure 2 - File Transfer Program
Adding or Changing Phone Numbers
The phone numbers can be added or changed directly on the resulting screen. Once you are finished adding or changing the numbers click on the Save Phone Numbers button.
If you need to change the communications port that the modem is set to choose the appropriate COM port from the drop down list.
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Figure 3 - Phone Number settings and COM Port page
Adding or Changing User Information
To add or change User information click on the Add/Modify button. You will be requested to enter the administrator’s password. The administrator’s password has been pre-set as fixer.
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Figure 4 - File Transfer Script Parameters
To change any of the settings for the first user click into the field you need to change and replace the old information with new information. Do not change any settings in the “Trap for:” column unless directed to do so by STANPAK Technical Support. When all changes have been made, click on the Save Data button, You will be requested to confirm any passwords by retyping the password exactly as originally entered. To close the File Transfer Script Parameters page click on the Return to previous menu button.
To add an additional user for File Transfer click on the Forward One Record button. Adding a user should only be done after the new user has been set up in the FTM program in STANPAK. Fill in the “UserID:” and “User Password:” fields with the appropriate information. If your system requires a dialup password for modem connections then fill in the “Dialup:” field as well. When all required fields have been completed click on the Save Data button. You will be requested to confirm any passwords by retyping the password exactly as originally entered. To return to other users already set up click on the Back One Record button. When all changes have been made, click on the Return to previous menu button.
Click on the Back button to return to the File Transfer program.
To Return All Settings To Original Configuration
If the File Transfer script parameters become corrupted and yo need to return all settings to the original settings click on the Restore STANPAK configured settings button on the SalesFORCE Options page.
Maintenance Issues
Once the SalesFORCE™ and File Transfer systems are in place the system manager will be responsible for a number of routine maintenance items. On a daily basis, some type of auditing procedure should be established to verify that open orders are successfully being uploaded and exploded on the central computer. Download files will also need to be built for the salesperson on a regular basis. See the section Daily Work Flow on page 1715 for a more detailed account of daily activity.
In addition to routine maintenance, periodic duties include: maintaining SalesFORCE™ security passwords, restoring erased notebook databases, maintaining file transfer dial in access, and updating the modem number list if necessary.
Security
Two passwords are required for the SalesFORCE™ system to run on the notebook: a UserID access password and an SPDP Base password. These passwords are loaded onto the notebook as part of the download process. Both passwords are maintained through program (F)FTM by the system manager.
User ID Access Passwords
The UserID access password, expiration date, and expiration interval can be changed at the system manager's discretion. The system manager should establish a time table to update the expiration date. If the security information is changed in FTM the file transfer system is programmed to automatically include the new information in the next download.
As the notebook nears its access expiration date the system warns the user. When logging in to the SalesFORCE™ menu the system will display the following prompt from three days before the expiration date until the password expires:
Your passwords are about to expire! It is
time to refresh your data files.
Once the expiration date has passed the system will prompt for an override password until the expiration interval is reached:
Your passwords have expired!!!
You can process for a few days by entering
an override password now.
Enter override password or to exit:
At this point the notebook user needs to call the system manager for the override password generated by FTM. Each UserID contains a unique override password. JUST PRESSING WILL ERASE THE DATA ON THE NOTEBOOK.
Once past the expiration date plus the interval period for the override password, the SalesFORCE™ programs will no longer function. If anyone attempts to access SalesFORCE™ the data will be erased, except for new orders. At that time when the user tries to access the SalesFORCE menu the system will display:
Your passwords HAVE EXPIRED
You must re-load your files to run.
to exit.
If the User ID password is allowed to expire, the notebook's data files must be restored by the system manager.
SPDP Base Password
Access to the programs on the SalesFORCE™ menu is tied to the SPDP Base password. This password is generated by STANPAK, Inc., entered through (F)FTM and passed to the SalesFORCE™ system when data is downloaded. The SPDP Base password is date sensitive. One to two weeks before the password is due to expire, new passwords will be taxed sent to the system manager to be entered.
Restoring the Notebook Data Files
The notebook data will erase itself in either of the following cases:
17. the User ID access password is entered wrong five times in a row
18. the user tries to log in to the SalesFORCE( system after the access password has expired and the access interval has passed.
To restore an erased database:
1. Bring up the User ID in program (F)FTM on the central computer and update the password/expiration date, if necessary.
2. Run the RESTORE DELETED FILES option, RE. This builds a complete data download file, including passwords.
3. Set up the notebook to be able to log in to the central computer; either direct wire or modem.
4. From the notebook's SalesFORCE( SYSTEM OPTIONSFile Transfer menu choose option 1, Upload/Download Options.
5. Connect to the central computer and download the data files.
6. Run option 2,Start STANPAK SalesFORCE( and sign on.
7. Since the data files were erased the system will display three set-upa short menu of options. Choose option 3, NDX - Process File Download.
File Transfer Authorization
Each notebook has its own unique User ID. An authorized User ID must be established on the central computer, downloaded to a diskette, and then installed on the appropriate notebook in order to access the central computer to transfer files. The Notebook Utilities option on the UNIX Utilities menu is provided to build a file transfer setup diskette. The diskette must be loaded onto the notebook to initialize the file transfer system.
STANPAK Technical support enters each User ID as part of the initial set-up process. If the salesperson’s User ID changes or the salesperson's number changes, the User ID authorization will need to be maintained before a file transfer can take place. Please call STANPAK tech support to add or change a User's call authorization. For Windows environments, do not use the Sales/FORCE™ Utilities in previous versions of this publication.
Modem Number List
A modem number list is displayed when doing file transfers. Phone numbers can be added to this list using the shortcut in the STANPAK folder on the Windows Start MenuAdd/Modify button in the File Transfer applette. For Windows environments, do not use the Sales/FORCE™ Utilities in previous versions of this publication.
Training
Training is the key to successful implementation of notebooks in the field. A training agenda for the sales person should include:
19. Use of the SalesFORCE programs.
20. Basic care and operation of the notebook computers.
21. Notebook security
22. The file transfer procedure.
The sales people need to understand and be able to use the programs on the SalesFORCE menu, Order Entry and Customer Service in particular. These programs basically work the same on the notebook as they do on the central computer. Companies testing using the notebook application recommend that a salesperson be required to do four hours of Order Entry and Customer Service two to four times before being issued a notebook. The Looker™ feature is now available on the Windows notebook environment. Salespersonople should be trained with the STANPAK™ look-up functions.
When given a notebook computer, the sales person should also be given a basic introduction to the notebook including: how to turn the notebook on and off, the warning signs of a low battery, how to charge the battery, and how to attach the notebook to a printer. Check the notebook's owners’ manual for specifics, as each notebook can be different. Hardware basics should be followed by software basics: the SalesFORCE Start-up menu, logging on to the SalesFORCE™ menu, using multiple sessions, and sending reports to a printer.
Each salesperson will have his/her own set of passwords. Review when each password is due to expire and what to do if a password expires. (See the section Security starting on page 10 for a review of these issues.) Informing the users of the consequences before a password expires may save the system manager time in the future.
When talking about security you should also mention the necessity of the Qic/Ware™ QID, and the consequences of misplacing it, $595. Because the QID is not replaceable, losing a plug means buying a NEW one.
Once the salesperson understands the programs they will be using in the field, review file transfer procedures and security issues. The salesperson will need to know how to build the upload file, how to connect to the central computer and transfer files, and how to explode the data downloaded on to the notebook from the main computer.
Daily Work Flow
Introduction
Notebook computers allow sales people the convenience of remotely accessing customer and product information and entering orders. The process of moving data from a notebook to the central computer is referred to as unploading. Likewise, the process of moving data from the central computer to the notebook computer is referred to as downloading. In order to upload/download data the notebook computer must be in communication with the central computer.
Uploading and downloading files is a straight forward process. Whenever the notebook is turned on, the SalesFORCE™ SYSTEM OPTIONS menuFile Transfer shortcut will display on the desktop. This menu gives the user access to data transfer scripts developed for moving data between the notebook and the central computer. Once the notebook is connected to the central computer via modem or direct wire, the first option on the menu, Upload/Download Options, is used to transfer data. The salesperson can choose to upload and download data, or to upload only. Once the parameters have been selected the transfer process will proceed automaticallywhen the user clicks on the Initiate Transfer button.
Determining a daily procedure for transferring data and updating the databases is an important step to successfully implementing the SalesFORCE™ system. The salespeople need to be sure that the data they download is the most current, and that the orders they upload are successfully merged into the central database.
It is important to remember that a successful upload/download involves three things:
23. building a data packet
24. moving the data packet to the other computer
25. exploding or integrating the data into the appropriate database.
A data transfer is not complete until all three of these steps have occurred.
Figure 2, General Workflow, gives a general procedure for transferring data. The procedure will need to be tailored to your particular site. Consider setting a standard time to build the data packets for the salespeople to download. This will give everyone a baseline time for the information on the notebooks.
If errors occur during processing, first try rebuilding and transferring the download files. Run program (F)CBDB and download ALL data. We have found this to correct 90% of the problems. If the problem persists, refer to Appendix B: Troubleshooting possible causes.
Besides the daily data transfer tasks, the system manager Iis also responsible for updating passwords. Each User ID contains an expiration date that must be updated. A new SPDP Base Password will also need to be inputed occasionally. See the section Security for more detailed information on password maintenance.
|NOTEBOOK |CENTRAL COMPUTER |
|1. Enter and maintain orders, write quotes, service |Build data file packets to download to |
|customers. |notebooks |
|Programs on Notebook SalesFORCE menu, ZNB |Program (F)CBDB |
|2. Prepare new orders for transfer to central computer. | |
|Program (ZNB)NBU. Connect to central computer by modem or| |
|direct wire. Download data packets from central computer.| |
|Use System Options menu, Option 1 - Upload/Download | |
|3. Inform central computer administrator that you are | |
|uploading data. | |
|Connect to central computer. | |
|Upload data packet to central computer. | |
|Explode data packet that was transferred from the central| |
|computer onto the notebook. | |
|Program (ZNB)NDX | |
|4. Enter and maintain orders, write quotes, service |4. Explode data from notebook data packets |
|customers. |into STANPAK™ database. |
|Programs on Notebook SalesFORCE menu, ZNB |Program (F)CUX or (F)CUXB. |
|5. Prepare new orders for transfer to central computer. |5. Get a listing of orders that were uploaded |
|Program (ZNB)NBU. |from the notebook to verify transfer. |
| |Program (F)FOR |
|6. Inform central computer administrator that you are |6. Build data file packets to download to |
|uploading data. |notebooks |
|Connect to central computer. |Program (F)CBDB |
|Upload data packet to central computer. | |
|System Options Menu - Option 1 - Upload/Download | |
|7. Connect to central computer by modem, direct wire or a|7. Explode data from notebook data packets |
|local network. Download data packets from central |into STANPAK™ database. |
|computer. |Program (F)CUX or (F)CUXB. |
|8. Explode data packet that was transferred from the |8. Get a listing of orders that were uploaded |
|central computer onto the notebook. |from the notebook to verify transfer. |
|Program (ZNB)NDX |Program (F)FOR |
Figure 552 -General Workflow
Notebook Computer
In order to access STANPAK SalesFORCE™ on the notebook computer, the QID security device MUST be securely plugged into the parallela PCMCIA port of the notebook. If the security device is missing or loose the system will display the following error:
Connection refused. Service may not be available.
Multiple Sessions
Each notebook is configured to run two sessions (screens) when running SalesFORCE™ The first session is always T01/P01. Once logged into T01, press Ctrl + N to get the login prompt for the second session, T02/P02. When logged in to both sessions, pressing or Ctrl + N will toggle between them. When multiple sessions are active, the user should be logged out of both sessions before shutting down the system.
Printer
Each notebook is set up with a parallel printer configured as LP1Printers should be set up and configured to use Qantel Print Connector. See Appendix D for installation and configuration instructions.
Moving Documents to Windows for Processing with MS/Word or Excel for Further Processing or Faxing
There is also a printer called LP9 configured that will print to a text file called stanpak.txt in the root directory (c:\stanpak.txt). This is a holdertemporary file that can be opened by any Windows word processing or spread sheet program. Once the stanpak.txt file is open by the Windows program, it should be saved with another name. Each time something is printed to the LP9 printer, it will overwrite the previous file.
This feature can also be used to move print output documents to word for Faxing with standard Windows Fax software such as Win/FAX Pro.
Prepare Orders and Data to Upload
The Notebook Build Upload program, NBU, is used to prepare the upload files for the central computer. These files include the Order Entry files, and any Quoted or Order Planner information. The NBU program is the first program run in the file transfer process. This program packs the data to be uploaded to the central computer.
Upload/Download
After the NBU program has been executed, the notebook computer must dial-inconnect to the central computer and transfer the file. Select the Upload/Download Option fromOpen the startup SalesFORCE™ System Options MenuFile Transfer appelette. Select the connection method (Modem, or Direct line, or FTP) and the type of transfer (Full or Upload only) you wish to make. Uploading orders may be done as often as necessary during the day. Downloading should generally be done in the evening because it will take several minutes. It is necessary that the Central Computer Build Download program, CBD or CBDB, first be run on the central computer to prepare the data for download.
Explode Data Downloaded from Central Computer
The Notebook Download Explode program, NDX, is used on the notebook computer to process the file download. This program is run on the notebook after the download of data from the central computer is completed and the notebook has been disconnected from phonethe server.
The notebook open order file is deleted as part of the download explode. After running program NDX the next new order number will always be 0001-00.
Central Computer
Prepare Data to Download to Notebooks
The Central Computer Build Download Batch program, CBDB, should be run to prepare the download files for a selected range of Salespersons (file transfer user IDs). For preparing download data for a single salesperson, enter the same salesman’s number for the beginning and ending values in the range.
Explode Order Specifications and Data from Notebooks
Once the orders and data have been uploaded to the central computer it needs to be integrated into the central computer's database. The Central Computer Upload Explode Batch program, CUXB, is used to put the data in a usable format on the central computer for a single salesman. CUXB can be run in background to continuallyis designed to be run continuously to explode data uploaded from the Notebooks as soon as it is detected. CUXB will shut down when shutting down QICWare™ to backup and should be restarted each time QICWare is initiated. To manually shut down CUXB press the F3 key, you will be returned to the F menu.
Print Order Register and Review Notebook Orders
The File Transfer Order Register program, FOR, prints an order register of orders transferred from notebooks. In addition to serving as an order register, this document should be run frequently and reviewed for order activity and inventory availability.
Notebook Programs
General Operations Information
In order to access STANPAK SalesFORCE™ on the notebook computer, the QID MUST be securely plugged into the PCMCIA slot of the notebook. If the security device is missing or loose the system will display the following error:
Connection refused. Service may not be available.
Multiple Sessions
Each notebook is configured to run two sessions (screens) when running SalesFORCE™ The first session is always T01/P01. Once logged into T01, press Ctrl + N to get the login prompt for the second session, T02/P02. When logged in to both sessions, pressing or Ctrl + N will toggle between them. When multiple sessions are active, the user should be logged out of both sessions before shutting down the system.
Printer Access
Printers should be set up and configured to use Qantel Print Connector. See Appendix D for installation and configuration instructions.Each notebook is set up with a parallel printer configured as LP1.
SalesFORCE Startup Menu
Whenever the notebook is turned on it will boot to the Windows Desktop. Added to the desktop by the SalesFORCE installation program are two icons, one for STANPAK SalesFORCETM and one for File Transfers. Additionally, on Windows Start Menu is a folder for STANPAK containing fivefive shortcuts:
26. Data File Repair
27. Edit Phone List
28. File Transfers
29. Release Notes
30. STANPAKInitialization
31. STANPAK File Repair
32. STANPAK File Transfer
33. STANPAK FTP
34. STANPAK SalesFORCE
These shortcuts give the user access to: an Initialization shortcut used for debugging QICWARE problems; an automated utility to re-index the most commonly corrupted data files; the STANPAK SalesFORCE File Transfer program shortcuta utility to change the list of numbers available for modem connections to the main server; a utility to transfer data via an FTP transferthe data transfer scripts for moving data between the notebook and the central computer; this file; the STANPAK SalesFORCE™ menu for day to day remote sales and customer service.
Initialization
This utility is for debugging problems in starting the QANTEL QICWARE operating system runtime. This utility should only be used when directed to by the STANPAK Technical Support.
Data File Repair
Clicking on Data File Repair will run a program FILERPR that will present the user with the following message:
This utility will repair the most commonly corrupted data files in SalesFORCE. Before continuing, please verify that QICWARE is NOT running by clicking on START, go to PROGRAMS, go to Qantel QICWARE, and click on Termination. To stop this utility now hold down Ctrl and press the letter C, or, to continue with the repair, when ready, Press any key to continue . . .
The Ctrl+C key combination will exit out of the utility and the user will have to manually close the window. Pressing any other key will re-index the Inventory Master File and the Open Orders files and present the user with the following message:
The most commonly corrupted data files have now been re-indexed, please close this window to return to your desktop.that will allow the user to re-index data files. This utility should be run whenever the user receives an ERROR 87/07 in SalesFORCE.
Edit Phone List
Clicking on Edit Phone List will open the Notepad program (a basic text editor installed as part of Windows) with the text file containing the list of phone numbers available during file transfers via modem. These numbers can be changed, as necessary, to appropriate modem numbers for the central computer, to add various prefixes or suffixes, etc. Closing the Notepad program will prompt the user to save any changes made.
STANPAK File Transfers
Clicking on the File Transfers shortcut brings up an application menu as shown in Figure 16
SalesForce(tm) Transfer Options
1 Upload/Download Options for UNIX
2 Return to Windows
Please enter your choice 1 or 2
Copyright STANPAK, Inc., 1995, Springfield, MA, USA. All or portions of this software package are the confidential proprietary property of STANPAK, Inc., and are furnished under a license and may be used, copied, or disclosed only in accordance with the terms of such license and with the inclusion of the above copyright notice.
[pic]
Figure 663 -- SalesFORCE™ Transfer Options Menu
Option 1 Upload/Download Options
Press to access the File Transfer Subsystem. This option is used when moving data between the notebook and central computer. For a successful file transfer the notebook must be connected to the central computer as a terminal.
The File Transfer script first checks the upload file. If the upload file is empty, the system prompts:
The upload file has NO DATA!!
[R]e-try previous upload, [C]ontinue with this transfer, [E]xit [R,C,E]?
» Enter R to re-try the last transfer. The system will use an archive copy of the last transfer file. This option is provided in case there was a problem with the last file transfer.
OR
» Enter C to continue with the empty upload file. This will result in a download only.
OR
» Enter E to return to the System Options menu without transferring any data.
Once the system verifies the upload data file, it prompts for communication information:
Connect via [M]odem, [D]irect serial wire, or [E]xit [M,D,E]?
» Enter M if dialing in to the central computer via modem. The system displays a list of available phone numbers and given the opportunity to select one.
These numbers are preset and can be maintained by the System Manager.
OR
» Enter D if on-site and connected directly to the central computer.
OR
» Make no entry for 30 seconds and the system will automatically go back to the System Options menu.
Once the connection type has been established the computer prompts for the transfer type:
[Upload from Notebook to Mainframe [F]ull Transfer (Upload and Download)
[E]xit Transfer subsystem Enter your choice [U,F,E]?
» Enter F to do a full transfer. The full transfer will move the orders up to the central computer and then move the latest information file down to the notebook computer. If nothing is entered the system will default to this option after 30 seconds.
OR
» Enter U to upload only. This option is useful if there are orders on the notebook that are critical, and the salesperson does not have time for a full transfer.
OR
» Enter E to return to the System Options menu without transferring any data.
The transfer process is performed by a script, a command file containing the necessary responses to move the system through a data transfer. While the script is running you ill see familiar login prompts. You do not have to enter anything. The script contains all necessary logins and passwords. The transfer is complete when a message to that effect is displayed on the screen and you are instructed to to return to the System Options menu.
Once the files have been moved, it is necessary for the System Manager to run program CUXB on the central computer to explode the order files, and the salesperson must run the program NDX to explode the download file.
Option 2 - STANPAK SalesFORCE™ Remote Notebook Menu
Selecting Option 2 exits out of the File Transfer script and returns the user to the Windows desktop.
Release Notes
Clicking on the Release Notes shortcut opens this file.
STANPAK SalesFORCE
Clicking on the STANPAK SalesFORCE shortcut starts both the QANTEL Corporation QICWARE™ program and the QANTEL Corporation QIC Personal Client II™ program. The QIC-PCII program is the user interface with the STANPAK SalesFORCE™ program. When accessing the SalesFORCE™ menu the system first prompts for a sign on:
PLEASE SIGN ON:
>> Enter a valid system password. If PLEASE SIGN ON: does not display press the F3 key followed by the F10 key.
Once the system password is entered the following proprietary statement is displayed:
Proprietary Statement of SP/DP NCR SOFTWARE DATA
the Company.
The employees of the Company, while engaged in the execution of their jobs, have developed and acquired certain information concerning customers and prospects which constitute confidential, proprietary information. The Company has developed certain know-how, trade secrets, and marketing methods which also constitutes confidential, proprietary information. This confidential information is the sole property of the Company, and is furnished by the Company to you for the purpose of assisting you in performing your job.
Outside of the execution of your job, the Company does not wish this proprietary information disclosed by you to any other persons. Reproduction is expressly prohibited except with prior approval of the Company. The law views proprietary information as intellectual property, and accords its owners the same protection as it gives all other forms of personal property.
By tabbing to use this device, I hereby acknowledge the proprietary nature of the information contained herein; and understand that intentional violation of its confidentiality constitutes theft or wrongful conversion, a criminal act which is subject to criminal as well as civil, legal action and penalties.
Tab to Agree to the above.
BY TABBING, I HEREBY AGREE TO THE ABOVE
Figure 774 - Proprietary Statement Screen
By pressing the salesperson agrees to abide by the above statement.
The notebook next prompts for the User ID:
Please enter your user ID:
» Enter the notebook User ID.
OR
» Press to return to the SYSTEMS OPTIONS menuPLEASE SIGN ON: prompt.
And password:
Please enter your password:
» Enter the notebook access password.
The system will then display the SalesFORCE Menu. See the following section, SalesFORCE REMOTE NOTEBOOK MENU, for more information on the SalesFORCE Menu programs.
SalesFORCE Remote Notebook Menu
A new SalesFORCE menu (ZNB) and three new programs have been designed to support the salespeople’s notebook computers. (See Figure 5) These programs run on the notebook computer.
ZNB is the menu which defines all applications which run on the salesperson's notebook computer. It can be configured to operate as the initial program which runs from the Login password entry. The following applications are currently supported in SalesFORCE™: Start of Day, Order Entry, Customer Service, Open Order Inquiry, Quote Writer, Notebook Download Explode, Notebook Build Upload, STANPAK Electronic Mail, Order Planner Maintenance, Call Order Planner, Call Order Planner Screen Display, and Call Order Planner Summary Report.
The Notebook Build Upload program, NBU, is used to prepare the upload files for the central computer. These files include the Order Entry files, and any Quoted or Telemarketing information. The NBU program is the first program run in the file transfer process. This program packs the data to be uploaded to the central computer. After the NBU program has been executed, the notebook computer must dial-in connect to the central computer and transfer the file. Once the file has been transferred it is necessary to execute the File Upload program, CUXB, on the central computer.
The Notebook Download Explode program, NDX, is used on the notebook computer to process the download files. This program is run on the notebook after (F)CBDB, the File
DDownload program, is run on the central computer and the notebook has been disconnected from the dial-in process.
Release Level Demo Paper Company
SalesFORCE Menu
May 22,1995
1 - ZE start of Day
2 - OE Order Entry
3 - CS Customer Service
4 - OIN NEW Open Order Inquiry
5 - QUOTE Quotation Writer
6 - NDX Notebook Download Explode
7 - NBU Notebook Build Upload
8 - MAIL Stanpak Electronic Mail
89 - TOPMN Order Planner Maintenance
910 - TOP Call Order Planner*
101 - TOPS Call Order Planner Screen Display
112 - TOPSR Call Order Planner Summary Report*
123 - LO Close Terminal
HELP or OPTION:
*Will only display if authorized
Figure 885 -SalesFORCE™ Menu (ZNB)
The Call Order Planner Screen Display program, TOPS, allows the salesperson to display their call schedule. The user can also print a hard copy of the schedule if authorized to do so by the system manager.
In order to simplify order processing for the sales staff, STANPAK has changed Order Entry to allow completed orders to be re-opened and modified. The Order Maintenance program no longer needs to be used. When entering an order, if the user clears and 's over the customer number field, the system goes to the order number field. An order can be re-opened until it has been built into an uploaded to the central computer. To exit Order Entry, the user must now enter END in the customer number field.
SalesFORCE Order Entry will allow up to 1000999 orders to be entered on any one notebook before uploading to the central computer. The SalesFORCE open order file Iis cleared as part of the download explode process, so the user must make sure the open orders are regularly uploaded to the central computer. The notebook open order file is deleted as part of the download explode. After running program NDX the next new order number will always be 00000 1 -00.
The remaining applications that run on the notebook computer are identical to the applications that run on the central computer.
Central Computer Transfer Programs
Five new programs and a supporting menu have been designed to support the notebook computers. The Central Computer Transfer menu (F) provides access to the FTM, CBDB, CUXB, and FOR and CFTP programs. These five programs are designed to be executed on the central computer only. The sales staff will need access to this menu if they have the responsibility of preparing their download data files, exploding their uploaded data, or verifying their uploaded orders.
Company Name
CENTRAL COMPUTER TRANSFER
ADMINISTRATION
05/25/95
1 -- FTM File Transfer Maintenance
2 - CBDB Central Computer Build Download Batch Mode
3 - CUXB Central Computer Upload Explode Batch Mode
4 - FOR File Transfer Order Register
5 - CFTP Central Computer FTP Processor
HELP or OPTION:
Figure 996 -Central Computer Transfer Menu (F)
The File Transfer Maintenance program, FTM, is used to configure the File Transfer User ID's. It is also used to configure the files that are to be transferred between the central computer and remote notebook computers for each of the various File Transfer UserID's.
The Central Computer Upload Explode Batch Program, CUXB, is used to put the data uploaded from the notebooks into a usable format on the central computer for a range of customers. It is run in background to continuallycan be run continuously to explode data uploaded from the Notebooks as soon as it is detected.
The Central Computer Build Download Batch program, CBDB, will prepare the download files for a selected range of File Transfer User IDs. This file preparation can be used to reduce the modem connect time for file transfer.
The File Transfer Order Register program, FOR, prints an order register of orders transferred from notebooks. In addition to serving as an order register, this document should be run frequently and reviewed
The Central Computer FTP processor program, CFTP, is used to find, and rename, uploads done via FTP so that a salesperson can do multiple uploads between times that the CUXB program is run to process the uploads.
Program Narratives
ZNB
ZNB is the SalesFORCE Menu that runs on remote notebook computers
(ZNB)CS
The Customer Service suite of programs offers fast, simple inquiry of information on customers, by customer/by item sales pricing (and history), open orders and accounts receivable. The Item Information displays pricing, availability and product information. This is the same full featured Customer Service module that runs on the central computer.
(ZNB)OE
Order Entry is the same full featured program that runs on the central computer. As a special feature available only on the notebooks, Order Entry may be used to re-access a previously entered order to modify or add items.
(ZNB)NDX
The NDX program is used on the notebook computer to process the file download. This program is run on the notebook after the program CBD, File Download Build, is run on the central computer and the notebook has been disconnected from the central computer.
(ZNB)NBU
The NBU program is used to prepare the upload files for the central computer. These files include the Order Entry files, and any Quoted or Telemarketing information. The NBU program is the first program run in the file transfer process. This program packs the data to be uploaded to the central computer. After the NBU program has been executed, the notebook computer must dial-in to the central computer and transfer the file. Once the file has been transferred it is necessary to execute the File Upload program, CUX.
(ZNB)OIN
The OIN program allows the salesperson to review only those orders that have been entered on the notebook since the latest NBU.
(ZNB)QUOTE
Quotation Writer is a simplified word processing program that allows rapid creation of quotes and letters. It provides a simple quote generator that provides for rapid creation
of quotes. Customer addresses and inventory item descriptions are called directly from the data base by number. A library of "boiler plate" letters is also provided for generating quick and effective correspondence
Quotations created with the Quote Writer can update the BCBI Customer pricing history file at the time of upload.
(ZNB)MAIL
MAIL can be used to leave messages or instruction for other users on the system. It can also be used to leave reminders to yourself.
(ZNB)TOP
Order Planner Print prints an order planner document for a single customer or for a time period defined by the Order Planner Maintenance program, TOPMN. TOP will only appear on the menu if authorized for use by management. Otherwise, Order Planners may be requested to be run on the central system.
(ZNB)TOPS
Call Order Planner Screen Display provides an on screen display of the salesperson's call schedule for the next five weeks as input through TOPMN. If authorized by the system manager, the user can also get a hard copy of the schedule.
(ZNB)TOPMN
Order Planner Maintenance is used to schedule calls within a five week time frame. Order Planners can then be printed to meet the sales staffs schedule. They can print order planners for a specific day or week within the schedule through program TOP.
(ZNB)TOPS
Call Order Planner Screen Display is used to view the call schedule input through TOPMN.
(ZNB)TOPSR
Order Planner Schedule Report prints a summary schedule of customers to be called by day and by week. TOPSR will only appear on the menu if authorized for use by management. Otherwise, the Order Planner Summary Report may be requested to be run on the central system.
(ZNB)ZE
Start of Day is used to set the date to today's date.
F
The F program corresponds to the Central Computer Transfer Administration menu.
(F)CBDB
The Central Computer Build Download Batch program, CBDB, will prepare the download files for a selected range of File Transfer User IDs. This file preparation can be used to reduce the modem connect time for file transfer.
(F)CUXB
The Central Computer Upload Explode Batch Program, CUXB, is used to put the data uploaded from the notebooks into a usable format on the central computer for a range of customer numbers. It is run in background to continually explode data uploaded from the Notebooks as soon as it is detected.
(F)FOR
File Transfer Order Register program, FOR, prints an order register of orders transferred from notebooks. In addition to serving as an order register, this document should be run frequently and reviewed for order activity and inventory availability.
(F)FTM
The File Transfer Maintenance program, FTM, is used to configure the File Transfer User ID's. It is also used to configure the files that are to be transferred between the central computer and remote notebook computers for each of the various File Transfer User ID's.
Appendix A: SalesFORCE Utilities
Introduction
SalesFORCE Utilities are no longer used.
Appendix B: Troubleshooting
File Transfer
The transfer process is in fact a series of prompts from the Central Computer, and responses from the Notebook. BLASTAniTa connects to the serial line (either a modem or a direct serial connection) and waits for the [company.name]!login: prompt. When the login is received the notebook will respond with either sales. for a full transfer or salesup for an upload only. These logins aremay be set to prompt for a terminal type, to which the notebook responds vtl00.
The next prompt is PLEASE SIGN ON:, the standard QICWARE prompt. The notebook will respond SALES for a full transfer or SALESUP for an upload only. These signSIGN onON's are set to run the QICWARE programs FT or FTUP. The Central Computer will prompt for that salespersons ID and Password. Both of these are contained within the BLASTAniTa script that is running on the notebook. (It is these two pieces of information that make the script unique for each salespersons notebook.)
Once the ID and password have been verified a UNIX shell program is called. This program verifies the sales number against the transfer path file that is maintained through option 18 of the utility menuon the UNIX server. Once the appropriate transfers have been accomplished control is returned to the QICWARE program which updates the control files which display the transfer status in the FTM program.
After the QICWARE program completes, BLASTAniTa sends the commands to log off the Central Computer, and the transfer portion is completed.
Because the download (that is the file sent from the Central to the Notebook) can be a very large file it is compressed on the UNIX system and then expanded on the notebook side. This is a different process than the file preparation and file explode that is done within QICWARE.
The following error messages appear if a problem occurs during the file transfer step using the Blast program.
|Error Number/ Message |Potential Causes |Action |
|Problem | | |
|1 - Could Not Connect |Modem not turned on. |Verify hardware connections |
|Notebook never received login |Central Computer shut down. |Contact Central and verify system |
|prompt from Central |Hardware Problem. |status. |
| | |Re-boot Central Computer. |
|2 - Login Failed |Logins disabled due to excessive errors |Check logins through sysadmsh. |
| |or noise | |
|Login prompt received but login |Port closed due to excessive errors or |Re-boot Central Computer. |
|not accepted |noise | |
| |Login lifetime expired | |
|4 - Invalid Terminal ID |New port not properly configured. |Contact STANPAK. |
|Prompt for terminal type missing | |Add terminal number to unknowns |
| | |file. |
|5 - QICWARE prompt missing |Newport not properly set up (Contact STANPAK). |Contact Central and verify system status. |
|Never received PLEASE SIGN ON: |Central system doing backup. | |
| |QICWARE Process not running. | |
|6 - Invalid Salesman ID |Improper input when scriptfile was created. |Check ID on script (line c:\blast\spsconn.scr) |
|Salesman ID not accepted |Sales ID changed in FTM on central. |Have System Manager check setup in FTM |
| |Sales ID deleted from FTM on CentraL | |
|7 - Invalid Salesman Password |Improper input when scriptfile was |Check Password script (line |
| |created |c:\blast\spsconn.scr) |
|Sales ID accepted, but password |Sales Password changed in FTM on |Have System Manager check setup |
|not accepted |Central |in FTM |
|9 - Upload failed |Noise on phone line caused excessive |Have System Manager verify Central |
| |errors |Computer status |
|Transfer was started and aborted |Physical disconnection of Notebook from | |
| |Central | |
| |QICWARE terminated | |
| |Central Computer shut down | |
|10 - Download failed |Noise on phone line caused excessive |Have System Manger verify Central |
| |errors. |Computer status |
|Transfer was started and aborted |Physical disconnection of Notebook from |Have System Manager run CBDB |
| |Central. |on Central |
| |QICWARE terminated. | |
| |Central Computer shut down. | |
|Modem Not Responding |Phone line is not direct - You can not use |Verify all connections, Modem to |
| |a switchboard phone. |phone line; Modem to power; |
|BLAST is not receiving any reply |Modem is not properly connected to |Modem to Notebook |
|from the modem. |. | |
| |External modem not getting power | |
|Data change made on central |Data change on central computer was |Use a date of ALL when building |
|computer is not reflected in down to |made in a file that is only downloaded |the download file. |
|notebook |periodically. Check file transfer time in FTM | |
Table 1 – Blast File Transfer Errors
The following error messages appear if a problem occurs during the file transfer step. BLAST error messages appear on the notebook during the transfer.
Table 1 - File Transfer Errors
Appendix C: Hardware Requirements
Notebook Computer
The minimum hardware configuration for a notebook computer to run STANPAK SalesFORCE™, QicRT Lite™, and Communication Software is: a Pentium 10066 processor with 3264MB memory and an 120540MB hard drive. While this configuration is adequate , a Pentium III 200450 with 64128MB is much better.
If you plan on running other PC applications such as Windows, Word, Excel etc., check the minimum hardware requirements needed for each application.. Power users 'wiII want more, and will be well aware of their needs.
Qic/RT Lite™ runs on Windows 95, and 98, ME, NT and 2000.
Serial Port For Communications
The serial port is the usual device for connecting a conventional modem. It is also used to connect a PC directly to your main computer when you use it as a terminal. In each serial port of a PC there is a integrated circuit called a UART (Universal Asynchronous Receive/Transmit) that controls the movement of data from the serial port through the main bus to the CPU (Central Processing Unit). The UART's used in the original PC format were designed to match the common data transfer speeds of the era, a leisurely 300 bps, not today's data transfer rates of 9600 bps and 14.4 Kbps (not to mention the increasingly common V.Fast speed of 28.8 Kbps).
Data comes into the serial port in bursts, often faster than the serial port can accept. This data must be received and stored until the bus is able to accept it or data will overflow and be lost. A part of the UART is a data buffer called a FIFO. This buffer receives, stores, and then moves the overflow data to the system. Using modem communication protocols, the CPU has a way of checking data received for completeness. If the transmission is not complete because of lost data, the CPU will request a re-try. If many re-tries are requested, the communications protocol will slow itself down to a speed at which no data is lost. If it cannot slow itself down, it will fail and communication will be interrupted.
Most older PC's use a 8250, 1650 and 16450 UART chip manufactured by National Semiconductor. It has a I byte (8 bit) buffer, and will overflow when attempting high speed communications. The newest systems use a 16550 UART that contains a 16 bit buffer that is able to support communications speed of up to 56,000 bits per second. Because it is not a feature that is readily apparent to the consumer, many computer manufacturers save money by using the cheaper, slower component. In single-unit quantities, old-style 16450 UART's cost about $5: 16550 UART's cost about $20.
Others do not actually contain a UART, but simulate the function within other chips. Notebook mother boards are proprietary, and each manufacturer has its own architecture. To find out what type of UART you PC uses, run MSD.EXE (Microsoft System Diagnostics). The COM Ports menu selection shows what UART your serial ports are using.
PCMCIA Slot Modem Communications
In most instances, the PCMCIA slot accesses the memory bus directly and is not limited by the UART. Because each manufacturer does things differently, you can not assume that this is true in all cases. PCMCIA modems contain a UART. Because they are designed for fast communications, the UART should be competent to support the optimum MODEM speeds. We have been testing with 14,400 bit per second modems using 3.2 communications and 4.2BIz data compression protocols and have achieved 30,000 bits per second transfer rates. We believe we can improve these speeds with the new 28,800 bit per second modems using 3.4 protocols.
Notebook Computer Optimization
In working with Compaq, we have learned that most notebook PC's are not set up to optimize communications. For example, they first shipped their latest generation of notebooks with UART simulation set to 16550. Because so many users reported that the faster buffer speeds were incompatible with older software, they now ship their notebooks with the 16550 emulation disabled and the 1650 emulation (much slower) activated. If a user wishes to use the faster emulation, he must change the setup to turn it on. This is not a documented feature.
Perhaps the least-known and most common cause of Windows communications problems is the infamous Windows communications driver (COMM.DRV). The driver shipped with Windows 3.1 works fine for low-speed communications, but lacks built-in support for the 16550 UART. Microsoft has updated the driver and added COMMDLG.DLL (a DLL with 16550 support) to Windows 3.1 1. To see what version of Windows you're running, pull down Help and About Program Manager from the Windows desktop. If it doesn't say version 3.1 1, you have a potential problem. An archive to update Windows 3.1 to 3.11 is available free of charge (except for connection charges) from CompuServ (GO MSL [Microsoft Software Library], file WWO98 I.EXE), and the Microsoft Download Service (206/936-6735), or BLX (WWO98 I.EXE in the windows/listing area). To avoid bottlenecks and to free a maximum amount of memory and CPU resources to speed up communications, we recommend that all high speed communications and file transfers be executed in DOS.
According to industry sources, one of the major causes of communication failure in PC's is too many TSR DOS (memory resident) programs. Virus checkers are common trouble makers. The obvious solution is to use as few TSR's as possible. But even with maximum DOS memory before starting Windows, it's still easy for Windows to reach a point where it can no longer reliably handle communications. The key measure is system resources. You can pull down Help and About Program Manager from the Windows desktop to see your current resources.
We also learned that the PowerExec utility used by most notebooks to conserve battery power actually shuts down every other CPU cycle to save energy. While in most application situations, this would not be noticed, in the case of communications, it really slows down the transfer of data. To optimize communications, DOS scripts will have to be written to activate and deactivate PowerExec for use in communications, when the charger can be plugged in, and during regular use, when you will most likely be on battery power.
We expect to find some additional surprises and opportunities as we learn more about the inner workings of notebooks. If you wish to use your own notebooks, you will have to do your own work in these areas. We will share our findings, but each notebook will have its own unique problems and solutions.
Modems
When transferring files between computers, the notebook needs to be in direct communication with the central computer. If the notebook computer is at a remote location (i.e. the salesperson's house) communication can be established through use of two modems, one on the notebook end and one on the central computer end. We recommend modems with a minimum baud rate of 9600, although 14.4 or even 28.8 BAUDhigher speeds will perform better. If both modems are not equally rated, communications will be carried on at the level of the slower modem. Keep in mind that the central computer modem can only communicate with a single remote modem at any given time. If you have a large number of salespeople that will be transferring files, you may need multiple modems (each needing an individual phone line) on the central computer.
When the notebook is on site with the central computer it can communicate with the central computer just like any PC using a terminal emulator. A QANTEL™ computer requires a Y-cable or powered line driver. A UNIX™ computer requires only a standard terminal cable.
Appendix D: Qantel Print Connector
Installing the QANTEL® Print Connector for QICWARE™
Before You Begin: Introduction to the QANTEL® Print Connector for QICWARE™
If this is your introduction to the QANTEL Print Connector, you should read these topics in sequence.
Contents
What is the QANTEL Print Connector?
Installation Instructions
Configuring the QICWARE System
Installing the QANTEL Print Connector
Configuring the Printers
Uninstalling the QANTEL Print Connector
What is the QANTEL Print Connector?
The QANTEL® Print Connector is a Microsoft Windows-based software application that allows users of QICWARE™ Release 6.5 or higher to print to printers that are configured in Windows. Users can print the output from SalesFORCE applications on any device that has been configured (see Configuring the Printers) and is displayed in the Windows Printers folder on the computer where the QANTEL Print Connector is installed.
|[pic] |
| |
|The installation instructions include examples of three types of print devices: |
|A network printer that is shared by PC users and can now be accessed by SalesFORCE users. In this example, this printer’s Windows |
|name is “Lexmark Optra PS” and QICWARE name is LP1. |
|A local printer that is attached to notebook PC. This printer’s Windows name is “HP Deskjet 340” and QICWARE name is LP2. |
|A fax device that is configured as a printer to be used by the notebook. This fax device’s Windows name is “Cheyenne Fax” and |
|QICWARE name is LP3. |
| |
Installation Instructions
Before you install the QANTEL Print Connector, you need to:
1. Add to the QICWARE configuration file the printers in your PC network that QICWARE System users want to be able to access. See Configuring the QICWARE System.
2. Install the QANTEL Print Connector release media. See Installing the QANTEL Print Connector.
3. Map the printers to the QANTEL Print Connector and connect them. See Configuring the Printer.
Configuring the QICWARE System
Add the printers in your PC network to your QICWARE configuration file (START | PROGRAM FILES | QANTEL QICWARE | CONFIGURATION FILE). The driver parameter for the PRINTER keyword is qsock for printers that are accessed through the QANTEL Print Connector. If the driver is qsock, the os-device parameter is the resolvable hostname or IP address. See the qcfig Keywords section of your QICWARE Installation Manual or the qcfig section of the QICWARE™ Reference Manual for more information.
For example:
PRINTER = LP3, 32, 127.0.0.1, qsock, q0000, N, SP1, 130
PRINTER = LP2, 32, 127.0.0.1, qsock, q0000, N, SP1, 130
PRINTER = LP1, 32, 127.0.0.1, qsock, q0000, N, SP1, 130
Installing the QANTEL Print Connector
You install the QANTEL Print Connector software on the system that is running QICWARE.
The QANTEL Print Connector is installed using Installshield, a common Windows application installation utility. Standard application installation procedures (e.g., no other applications should be running during installation) and backup precautions are recommended.
1. Be sure that all system requirements outlined in the System Requirements section of the Software Announcement are met.
2. Test the printers that you added to the QICWARE configuration file. Select Start | Programs | Accessories | WordPad. Type some text. Select File | Print, choose a printer, and click OK. (You can also use Notepad. However, before you select File | Print, you need to select File | Page Setup and click Printer to choose the printer. Then click OK twice to close the dialog boxes and select File | Print.) Repeat this printer test with each printer that will be used with the QANTEL Print Connector.
3. Ensure that no other applications are running.
4. Close all windows.
5. Insert the Qantel CD-ROM in the CD drive.
6. Your internet browser should start automatically (if not, click on START | RUN and type in D:\DEFAULT.HTM, assuming D is your CD drive letter).
7. On the Qantel page that is displayed click on the Windows 95/98 Version for Qantel Print Connector
8. When asked, choose the default setting during the installation
9. In Windows Explorer select the Windows folder on the left side of the screen so that it is highlighted.
10. On the right side of the screen scroll to find the Hosts.sam file and right click on it.
11. In the pop out menu that appears select the option for Rename.
12. Rename the Hosts.sam file to Hosts.
Configuring the Printers
You must map the printers that you added to the QICWARE configuration file to make them available to the QANTEL Print Connector.
1. Select Start | Programs | QANTEL Print Connector.
2. Select Connections | Map Network Printer. The Map Network Printer dialog box appears.
3. Click the Host Maintenance button. In the Name field, type the name of the host on which the QANTEL Print Connector is running (localhost), click Add, and then click OK.
4. Choose the Host Name (localhost) from the drop-down list.
5. For the Printer Name, choose the Windows name of a printer to be mapped from the drop-down list of printers.
In the example, to map:
| | | |
|QICWARE Name |Printer Description |Choose this Windows Name |
| | | |
|LP1 |networked laser printer |Lexmark Optra PS |
| | | |
|LP2 |A local deskjet printer |HP Deskjet 340 |
| | | |
|LP3 |Networked faxing program |Cheyenne Fax |
[pic]
Figure 10 - Qantel Print Connector
1. In the Device Requested field, type the QICWARE Name of the printer (LP1, LP2, etc.).
[pic]
Figure 11 - Qantel Print Connector configuration screen
2. Click Apply. The name of the printer that you mapped appears in the QANTEL Print Connector window. The printer is not yet connected.
3. Right-click the name of the printer that you just mapped and select Connect.
4. Repeat steps 2-8 for each printer to be mapped.
Uninstalling the QANTEL Print Connector
The installation program writes information to the system registry; therefore, you must uninstall the QANTEL Print Connector from your system using the Add/Remove Programs function from Control Panel.
I. Ensure that no other applications are running.
II. Close all windows.
III. Select Start | Settings | Control Panel | Add/Remove Programs.
IV. Click the Add/Remove button and respond to prompts as required.
V. Re-boot the system.
Important !
It is imperative that you re-boot the system after removing the QANTEL Print Connector. Failure to do so may cause undesirable results when subsequent releases and updates are installed.
Appendix E: STANPAK FTP
STANPAK FTP Program
The STANPAK FTP program is designed to do upload and download file transfers using the FTP protocol. Once installed, the program gives a SalesFORCE installed notebook the ability to transfer upload/download files over a network using the TCP/IP protocol. You will need to have the following information available when running the program for the first time.
1. The primary UserID configured for the SalesFORCE software on the notebook.
2. The salesman number for the primary UserID.
3. The login used for file transfers when connecting to the UNIX server.
4. The login password used for file transfers when connecting to the UNIX server.
5. The IP address of the UNIX server.
To install the software double-click on the setup.exe file and answer the prompts. Taking the default directories is recommended to avoid possible complications. Once the software has been installed successfully, start the program by going to START|PROGRAMS|STANPAK and clicking on STANPAK FTP Program. Answer the questions with the information gathered previously.
[pic]
Figure 12 - FTP setup initialization
The system will prompt you to transfer the path file. Do so by clicking on Get Path File button. Next, if the data entered during the initial install was entered correctly, and the notebook can connect to the UNIX server via a network, the system will transfer the path file. If the PC is unable to connect to the UNIX server an error message will display and the user can adjust the previous entries and retry.
[pic]
Figure 13 - Confirmation to connect to STANPAK server
If the data displayed in the text fields is correct, click the ‘Enter’ button to save. Modify the fields as necessary, if not correct, and then click the ‘Enter’ button to save. If there is a second or third UserID configured for the SalesFORCE software, click on the next UserID text box. The cursor will move to the text field. Enter the next UserID. The tab will bring you to the Salesman number field. Enter the Salesperson number for the second UserID, then tab to the login name field. Again enter the login name for the second UserID, then tab to the login password field. Enter the login password for the second UserID. Tab to the Server IP Address field and enter the necessary IP address for the UNIX server. Once the fields are entered correctly, click the ‘Enter’ button to save. For a third UserID, click the UserID 3 text box and fill in the fields as appropriate. If at any time you are not sure of which information to enter into which field, move the cursor over the field. A tips message will appear giving a brief description of the field.
[pic]
Figure 14 - FTP parameters add/modify page
The program is now ready to transfer files via Network FTP protocol. You can click ‘Cancel’ to go to the transfer screen or click the X in the upper right to close and exit the program. The next time the system is started, you will be brought to the transfer screen.
The STANPAK FTP menu
[pic]
Figure 15 - STANPAK FTP Menu
The STANPAK FTP menu is the main program menu. There are three primary options:
• Send Upload
• Get Download
• Close.
The Send Upload button will transfer the upload file for the UserID displayed to the UNIX server..
The Get Download will retrieve the download file for the UserID displayed from the UNIX server.
The Close Button will terminate the program.
There are two menu options. File | Exit which will terminate the program and Options | Advanced which will bring up the second FTP menu. After the initial install, the program will always default to the primary (first) UserID entered.
STANPAK FTP Program – UserID change
[pic]
Figure 16 - FTP User ID change page
The STANPAK FTP Program – UserID change program is used to alternate between the different UserIDs’ configured for the SalesFORCE software. There are two primary options and one combo box.
To change the UserID for which to do a transfer, click on the drop down arrow in the Combo box and choose the alternate UserID. If you wish to return to the main menu without making a change, click the ‘Cancel’ button. If an alternate UserID was chosen and the ‘Enter’ button was clicked, the UserID will be the new UserID entered.
STANPAK FTP Program – User modify/change form
[pic]
Figure 17 - FTP User modify/change form
This menu is for use by the companies Notebook Administrator. It contains login names and passwords, which are security issues. The password to get into this screen is “FIXER”. The menu is used for adding, modifying and/or deleting UserIDs. To add a UserID, click the appropriate UserID text box, enter the appropriate data in the text boxes, then click ‘Enter’ to save. The same is said for modifying an existing UserID. Click on the appropriate UserID text box. That UserIDs information will appear in the text boxes below. Make the necessary modifications and click ‘Enter’ to save. If at any time a change is made to an edit text box, but the change is not wanted, clicking on another UserID text box or the ‘Cancel’ button before the ‘Enter’ button is clicked will clear the changes.
The Get Path File button is used to update the path file. The path file holds the salesman number and paths to the data directories for upload/download transfers. If a salesman number change is made on the server, a new path file should be transferred to the notebook.
Appendix F: STANPAK File Repair Program
STANPAK File Repair
Introduction
The STANPAK File Repair Program provides a way to correct error 87/07’s that occur when Qic\WARE is terminated improperly.
The program consists of two screens. The first screen gives a brief description of the programs purpose and three button options. The continue button will repair the O1, O1A and I1A data files. The Advanced button will bring the user to the second screen. The third button will terminate the program.
The second screen is used to manually choose the file to be repaired. This option is used when the file reported as corrupt is not the O1, O1A or I1A file(s).
Error 87/07’s occur when the index for the file does not match the data in the file. The LAST L.U.N. line in the error message reports the file that is corrupt and the directory where the file resides.
Ex: LAST L.U.N :05 : ‘O1A ‘,’NBD’
O1A is the file that is corrupt. NBD is the directory where the file resides.
To Begin
From the Windows Desktop, go to START | PROGRAMS | STANPAK. Click on STANPAK File Repair.
Program Operation
When the program has initialized, the following screen is presented:
[pic]
Figure 18 - STANPAK File Repair opening page
» Click on the Continue button to repair the O1, O1A or I1A file.
OR
» Click on the Advanced button to display the Advanced screen.
OR
» Click on Cancel to terminate the program.
If the file listed in the LAST L.U.N. is either I1A, O1 or O1A:
Click on the Continue button. (This will terminate Qic\WARE and run the repair on the above 3 files)
Press any key to repair the files.
Close the VBterminate DOS window.
The Advanced Screen
[pic]
Figure 19 - STANPAK File Repair: Advanced screen
When a listing of STANPAK files is displayed through a Windows program, the letter q will precede all STANPAK files and directories.
The program will default to the NBD directory. If the directory listed in the error message is different, change the directory using the browse field. Then choose the file reported as corrupt by the error message. Click on the List Continue button. The program will terminate Qic\WARE in one DOS window and repair the file repair in a second DOS window.
» Click on the List Continue button to repair a file chosen in the browse window.
OR
» Click on the Back button to return to the previous screen.
OR
» Click on Cancel to terminate the program.
The List Continue Button
The List Continue button is used in conjunction with the browse window. Once a file is chosen, clicking on the List continue button will run the file repair.
The Path Continue Button
The Path Continue button is used in conjunction with the text box above it. The user has the option to type in the path and file and click on the Path Continue button to repair the file in error. When using this option, it is important to enter the path and filename correctly.
Remember: The file and the data directory names are both preceded by a q.
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