© Baan Development BV BaanERP Tools 7.1a Corelli SP3 Differences compared with Tools 6.2...

BaanERP Tools 7.1aCorelli SP3

Differences compared with Tools 6.2

Introduction

2© Baan Development BV

Class Introduction

Company / Department / Position

Knowledge / Experience BaanERP Tools Operating Systems Programming Microsoft products Other

Expectations

Domestic Messages

Course starts at 9.30

Before 9.30: coffee / tea in the restaurant

Lunch break from 12.00 - 13.00

Coffee breaks during morning and afternoon session

Course ends about 16.30

Agenda

Morning

Introduction

Differences Overview

User Interface + Exercises

System Management + Exercises

eMessage Connector ………….

Microsoft Office Integration ………...

Afternoon

eMessage Connector

Microsoft Office Integration + Exercises

Sneak preview

Improved versions available from Corelli SP6 (Q2 2001)

Worktop 2.1

Webtop 1.0

XML Reporting (Seagate Info)

Net Change Server available from Corelli SP4

Improved version of Office Integration available from SP7

Now Automation Server connection is used

Later Open World connection will be implemented

The End

Introduction

BaanERP Tools 7.1Differences compared with Tools 6.2

Overview

Agenda

User Interface

System Management

eMessage Connector ……………..

Microsoft Word Integration …………..

Microsoft Excel Integration …………..

User Interface

Euro Currency symbol

Popup menus

Unfold buttons

Customized title bars

Baan Windows Link

Discovered

Bshell environment variables

Page Mode

Worktop / Webtop

Euro Currency symbol (1)

€ Keyboard input Display on Screen Printing on paper Storage in database Microsoft Euro Currency Support is needed

Euro Currency symbol (2)

Http:// www.microsoft.com/opentype/faq/faq12.htm Support for the euro symbol

Popup menus

In a Baan session: select a record in the grid

Click the right mouse button

Unfold buttons

A command button with a drop-down arrow

Multiple actions under one button

Customized title bars (1)

Menubrowser and Session titles

Default: Session code: Session Desc [Company code]

Set by System variable “BAAN_WIN_TITLE=“any string”

String options %c, %C, %h, %p, %s, %S, %u

Customized title bars (2)

String options

%c Company number

%C Company description

%h Host name

%p Package combination

%s Session code

%S Session description

%u User code

Baan Windows Link (1)

Link to a Baan session

File Extension “BWL” Opens with BECS

Send .bwl file to your Desktop or Mail Recipient

Send Baan Windows Link (example User Data)

Content of a .bwl file (example User Data)

Start Baan Windows Link (example User Data)

Discovered by chance (1)

CTRL-SHIFT-$ during a session

Queries used by 4GL Engine

CTRL-SHIFT-^ during a session

Show XML Tree

CTRL-SHIFT-_ during a session

4GL Engine - release

Bshell environment variables (1)

-set USER=<username>

-set BSE_LANG=<languagecode>

-set PACKAGE_COMB=<packagecombination>

-set BSE_COMPNR=<companynumber>

-set SUPPRESS_WINHELP=<0|1>

-set BAAN_ART_ENABLE=<0|1>

-set BAAN_ART_TRACE=<0|1|5>

-set BAAN_SCM_GRP=<developername>

-set AUDIT_FILE_PATH=/your/audit/folder

Bshell environment variables (2)

-set BAAN_WIN_TITLE=“string”

-set BSE_LOG=/your/log/folder

This list is not completed yet.

Page Mode (1)

Field Mode

Field Interaction with the Server

Tab 1Tab 1 Tab 2 Tab 2

Field 1Field 1

Field 2Field 2

Field 3Field 3

BaanERP BaanERP Back endBack end

Page Mode (2)

Page Mode

Page Interaction with the Server

Tab 1Tab 1 Tab 2 Tab 2

Field 1Field 1

Field 2Field 2

Field 3Field 3BaanERP BaanERP Back endBack end

ValidateValidate

Error messagesError messagesField 2 contains invalid data

Page Mode (3)

User Defaults setting

Convert User to Runtime after change

Page Mode (4)

Example Field Mode

Page Mode (5)

Example Page Mode

Worktop (1)

Baan Portal

Worktop (2)

HTML Help is used within Worktop

Worktop (3)

User Data has new tab “Startup Options”

System Management (agenda) (1)

Application Response Measurement (ARM)

System policy procedures

Informix level II and DB2 level II

Improved Auditing

Variable Logging Directory

Baan Open World Integration

Intelligent Report Tagging

Improved Exchange (DAL)

Windows NT / 2000 features

System Management (agenda) (2)

Roaming Profiles

Application Response Measurement (1)

A set of tools that allows system administrators to monitor the response time of a Computer application

ARM is an Industry Standard

The Baan software does not process or visualize the data generated by ART, you will need a third party product to do so

Third party tools like HP OpenView and IBM Tivoli

Enable ART by System variable “BAAN_ART_ENABLE=1”

Disable ART by System variable “BAAN_ART_ENABLE=0”

Measuring Preferences can be set by session “ART Parameters”

ARM API

ART Settings

System Policy procedures (1)

Enable / disable BW configuration password saving

Enable / disable BW configuration editing

System Policy Editor on domain controller

Policy Template C:\WINNT\INF\BW.ADM

System Policy procedures (2)

Use Stored Passwords enabled

Configuration File Editing enabled

Informix level II and DB2 level II

Database drivers can have a level I or a level II

Level I splits up a query into smaller queries

Level II sends the query to the database unchanged.

Oracle already has a level II driver

Improved Auditing (1)

Transaction Notification

Used for Netchange

Improved Auditing (2)

Selective auditing

audit_set file

UI Improvement for audit_set / audit_spec files under development (March 2001)

Level Description Example

1 Table name with company and column tccom110:812:Y:col,col2 Table name for all companies and columntccom110:*:Y:col,col3 Table name with company tccom110:812:Y4 Table name for all companies tccom110:*:Y5 Module name with company tccom:812:Y6 Module name for all companies tccom:*:Y7 Package name with company tc:812:Y8 Package name for all companies tc:*:Y9 All-package with company *:812:Y10 All-package for all companies *:*:Y

Level 1 and 2 are column levels. The levels 3 through 10 are table levels.

The audit_set file is used to specify columns of tables which always will be logged with every update row.

Net Change (Goals)

Goals:– Minimize processing and network load for interfaces– Minimize overhead for the end user– Minimize request time for the client that is retrieving data– Minimize impact for applications– Minimize application and interface management

These goals will be met by:– Exchanging net changes instead of regenerating all data regularly– Within the user transaction only do what is absolutely necessary– Having the requested data already available before the request

comes in– Creating a generic, configurable solution– Creating interfaces that are easy to configure, run and monitor

Net Change (Functional Concept)

Collect Changes

TriggerChanged

DataRelated

Changeson BO

Combine Changes

NetChanges

Client

OLTP User

CurrentAlternativeOptimal

Change

Server

Net Change (Technical Concept)

OLTP Application

Bshell

TransactionData

TransactionNotification

Publisher

Net Change Server

NetChanges

RelatedData

ConfigurationSettings

Net Change (Menu)

Variable Logging Directory

BSE_LOG variable used by all Baan executables

Default if BSE_LOG is not set: $BSE/log

Example: -- -set BSE_LOG=/home/student/baan40

Applicable for Unix only

Windows NT / 2000 use MS Event Viewer for logging

Baan Open World Integration

Baan Open World Adapter

Standard middleware

XML messages

New way to create BOIs

Java virtual machine integrated with Bshell

Baan virtual machine can run without UI

Intelligent Report Tagging

Open interface to Baan report results

Based on the XML standard

Post processing possible

Baan Print Device settings

Baan 4GL XML parser

Improved Exchange (DAL)

DAL contains logic for constraints and integrity checks

Less programming needed

Enable / Disable DAL for imports

Roaming Profiles

Baan Windows Configuration (bwc) files stored in Profiles

Baan User can login on other machines using his own profile

Windows NT / Windows 2000 features

Combination Virtual Machine and Database driver

Baan NT Manager

Microsoft Windows Performance Monitor

Active Directory Services (ADS)

Security Support Provider Interface (SSPI)

Combination VM and DB driver

Combobshell available for all DB drivers on Windows NT

Already released for OS/400 and OS/390

Not released for Unix yet

Bshell and DB driver runs in the same process

Better performance in the order of 20 %

Specified in $BSE/lib/ipc_info

s = socket

p = pipe

d = direct / dll

Baan NT Manager

Windows NT administrator tool

Configure, Start, Stop, Enable, Disable

Baan Logic service

Baan Licensing service

Shared Memory service

Job Daemon service

MS Windows Performance Monitor (1)

Performance tool for administrators

Charts, Alerts and Reports

Current Activity

Ongoing Logging

BaanERP specific performance indicators

Shared memory (uptime, attachments, use, size)

BaanERP licenses (in use, uptime)

Incorrect Login attempts

BaanLogic service uptime

MS Windows Performance Monitor (2)

Set an alert if more then 50 BaanERP users

Active Directory Services (ADS)

Windows 2000 only

Baan Environment data can be stored on ADS server

Directory where BaanERP is installed

Bshell name

Login protocol

BW configuration dialog has two options

Security Support Provider Interface

Windows NT / 2000 only

Single Sign-on for the end user

User has to enter a password only once

Security services in a distributed application protocol

eMessage Connector (1)

Send To in the File menu of a Session

BaanERP eMessage Connector menu

eMessage Connector (2)

Address Book Data tab of “User Data” session

Send Message tab of “Select Device” session

Microsoft Word Integration

Data from a Baan table to Microsoft Word

Microsoft Excel Integration

Data from a Baan table to Microsoft Excel

The End

BaanERP Tools 7.1Differences compared with Tools 6.2

Overview

eMessage Connector

Agenda

eMessage Connector menu

Service Repository

Address database

Notification Daemon

Message Log

Send Baan Session Link to Mail Recipient

Send Baan Report to Mail Recipient

eMessage Connector menu

A Tools submenu

Service Providers

4GL Connectors available for Outlook and Fenestrae

Outlook Adapter cmfuiadap.exe runs on Baan client

Values for Outlook can be set by: ttcmfinit

Fenestrae project cancelled

Services

Message Path and File Type

Address Types linked to Service

Address Type: SMTP, FAX, Telex, SITA, SMS

UI Required: the message can be changed before sending

Resolve Capability: find the address automatically

Address book

Session Address Book

Session User Data

Distribution Lists

Notification Daemon

Especially built for Fenestrae

Handles delivery reports from Provider

Message successfully delivered or not

Daemon session: ttcmfnotify

Every bshell runs a notification daemon

Daemon group per Baan Virtual Machine

Message Log (1)

Message Log (Time Stamp order)

Message Log by Application Name

Message Log by Service Name

Message Log (2)

Message Log Details

View Attachments and Recipients

Send Session Link to Mail Recipient

Send To in File pulldown menu of a Session

Send Baan Report to Mail Recipient (1)

Send Message tab of “Select Device” session

Send Baan Report to Mail Recipient (2)

Recipients

The End

eMessage Connector

MS Word Integration

Agenda

Overview

Installation

Creating Baan/MS Word templates

Sending data from BaanERP to MS Word

Overview

Supply users with:– the usability and flexibility of MS Word– the capability of BaanERP to store and retrieve mass-relational data

Features:– export data from BaanERP to MS Word

Data transfer via Baan Automation Server

User roles:– template designer– end user

BaanERP

MS Word

Baan Automation Server

Agenda

Overview

Installation

Installing MS Word Integration

Client– Baan Automation Server– Field Mapper (only for template designers)– Office Document Creator (only for end users)

BaanERP Server– Baan Automation Server parameters– Office parameters– Base template

Client Installation - Baan Automation Server

Unzip S{BSE}/c_plus/as/BaanAutomationServer10.zip file

Run setup– Specify path

Client Installation - Field Mapper

Only for template designers

Unzip S{BSE}/c_plus/nt /BaanFieldMapper.zip file

Client Installation - Office Document Creator

Only for end users

Unzip S{BSE}/c_plus/nt/OfficeDocumentCreator.zip file

BaanERP Server Installation - 1

Set Baan Generic Automation Server parameters:– Per company number– Baan Generic Automation Server Parameters (asint01100s000)

session– Specify path of Baan Automation Server and directory for

temporary files on client

BaanERP Server Installation - 2

Set Office parameters:– Per company number– Office Parameters (ntint0500m000) session– Specify path for templates on BaanERP server

Copy base template to server directory:– Unzip ${BSE}/c_plus/nt/ServerBaseTemplate.zip file– Put “Baan Related Word Template - Base.dot” in templates directory on

BaanERP server

Agenda

Overview

Installation

Creating an MS Word template

Add a new Baan template

Insert Baan related form fields

Complete the template

Specify a filter (optional)

Test the template

Publish the template

Adding a new Baan template

Through MS Word:– File/New Baan Template

Through Baan ERP:– Baan Related Word Templates

(ntwrd0110s000) session

Specify template name, local path and description

Select Baan table

New document for each record or a single document for all records

Inserting Baan related form fields

Insert/Baan Fields

Insert Baan Fields dialog:– Left pane: selected table +

reference tables– Upper right pane: fields of table

selected in left pane– Lower right pane: selected fields– Insert button

Completing the template

Add text

Insert pictures

Formatting

Specifying a filter (optional)

Tools/Baan Template/Filter

Especially useful for fields of non related tables:

Maximum of 3 conditions per field

Filter only possible for fields included in the template

Filtering not possible for text fields

Testing the template

In MS Word:– Tools/Baan Template/Test

In BaanERP:– Via “Specific” menu in “Baan

Related Word Templates” session

Use this option to test the layout of documents generated with template

Specify range of recordsMS Word document

Publishing the template

Via “Tools” menu in MS Word

via “Baan Related Word Templates” session in Baan ERP

Template name and description

Availability in sessions

“Publish” button:– Moves template from client to the

“Office” directory on the Baan server

– Template becomes available for the end users

Agenda

Overview

Installation

Sending data to MS Word

End user

Generate Word documents based on the template:– Start session connected to

template– Select records– Use “File/Send to” menu option

to send records to the template– By default, all records are sent to

the template

MS Word

The End

MS Word Integration

MS Excel Integration

Agenda

Overview

Installation

MS Excel integration

Overview

Supply users with:– the usability and flexibility of MS excel

– the capability of BaanERP to store and retrieve mass-relational data

Features:– export data from BaanERP to MS Excel

– write data from MS Excel into BaanERP

Data transfer via Baan Automation Server

User roles:– template designer

– end user

BaanERP

MS Word MS Excel

Agenda

Overview

Installation

Installation - BaanERP server - 1

Specify Baan Automation Server parameters and Office parameters per company number

Set Baan Generic Automation Server parameters:– Baan Generic Automation Server Parameters (asint01100s000)

session– Specify path of Baan Automation Server and directory for

temporary files on client

Installation - BaanERP server - 2

Set Office parameters:– Office Parameters (ntint0500m000) session– Specify path for templates on BaanERP server

Copy base template to server directory:– Unzip ${BSE}/c_plus/nt/ServerBaseTemplate.zip file– Put “Baan Related Excel Template - Base.dot” in templates

directory on BaanERP server

Installation - Client

Installation files in S{BSE}/c_plus directory

Install Baan Automation server– Specify path

Install MS Office Integration– Specify path– Select type of user:

• End user• Template designer

– Select type of integration:• MS Word• MS Excel• Both

Agenda

Overview

Installation

Creating a Baan Related Excel template

Creating and using Excel/Baan workbooks

Creating a Baan Related Excel template

Add a new Baan template

Insert Baan related fields

Complete the template

Specify a filter (optional)

Test the template

Publish the template

Adding a new Baan template

Through Excel:– File/New Baan Template

Through Baan ERP:– BaanERP Related Excel

Templates (ntexl0110s000) session

Specify template name, local path and description

Inserting Baan related form fields

Insert/Baan Fields

Insert Baan Fields dialog:– Add table(s)– Left pane: added table(s) + reference

tables– Upper right pane: fields of table

selected in left pane– Lower right pane: selected fields– Field Attributes: Write, Group by– Key fields for writing data to Baan– Location– Insert button

Completing the template

Add text

Add formulas

Insert pictures

Formatting

Specifying a filter (optional)

Tools/Baan Template/Filter

Especially useful if end user starts from Excel

Compare fields with fixed value or cell value

Maximum of 3 conditions per field

Filter only possible for fields included in the template

Filtering not possible for text fields

Testing the template In MS Excel:

– Tools/Baan Template/Test in Excel

In BaanERP:– Via “Specific” menu in “BaanERP Related

Excel Templates” session– Select table and enter range

Test layout of workbook generated with template

Baan Test Workbook toolbar:– Return to Template– Copy Column Width to Template

MS Excel workbook

Baan ERP related Excel Template

Publishing the template - 1

Via “Tools” menu in MS Excel

via “BaanERP Related Excel Templates” session in Baan ERP

Template name and description

Workbook settings:– Create a workbook for each

selected record– Create a workbook containing all

selected records

Publishing the template - 2

Specify where users can start the template:– Baan sessions

– MS Excel

– Both

Availability in sessions

“Publish” button:– Moves template from client to the

“Office” directory on the Baan server

– Template becomes available for the end users

Creating and using Excel/Baan workbooks

Creating an Excel/Baan Workbook in Baan ERP

Creating an Excel/Baan Workbook in MS Excel

Working with Excel/Baan workbooks

Creating an Excel/Baan Workbook in Baan ERP

Start session connected to template

Select records

Use “File/Send to” menu option to send records to the template

By default, all records are sent to the template

MS Excel workbook

Creating an Excel/Baan Workbook in MS Excel

Start MS Excel

Start “File/New Baan Workbook” command

Select a template

By default, all records are included in the workbook(s)

Working with Excel/Baan workbooks - 1

Read from Baan– Data/Read from Baan– Load data from BaanERP

in MS Excel workbook

Undo Read from Baan– Data/Undo Read from

Baan– Restores workbook to

original settings before you read data from BaanERP

MS Excel workbook

Baan ERP

Save to Baan– Data/Save to Baan– Save changes in workbook to

BaanERP– “Errors Saving to Baan” dialog

Delete on next `Save to Baan’– Data/Delete on next Save to

Baan– Data is marked in workbook

and deleted the next time that you save to Baan

Opening a Baan/Excel Workbook– Use data from the workbook– Read data from Baan

The End

MS Excel Integration

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