Using NEOSYS Generally - Revision history

Arvind at 11:21, 23 November 2023

2023-11-23T11:21:40Z

← Older revision		Revision as of 11:21, 23 November 2023
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	== Getting started with NEOSYS ==		== Getting started with NEOSYS ==
	#Reset your browser to factory settings to ensure all 3rd party toolbars/pop-up blockers are removed and browser cache is cleared. See [[Reset Browser]] for instructions.		#Reset your browser to factory settings to ensure all 3rd party toolbars/pop-up blockers are removed and browser cache is cleared. See [[Reset Browser]] for instructions.
	#Reopen the browser ensure that the pop-up blocker is disabled. See [[Disabling Popup Blocker]] for instructions.		#Reopen the browser and ensure that the pop-up blocker is disabled. See [[Disabling Popup Blocker]] for instructions.
	#Enter the NEOSYS URL.		#Enter the NEOSYS URL.
	#Add this URL to your favourites.		#Add this URL to your favourites.

Steve: /* NEOSYS links in different browsers */

2021-06-28T12:54:46Z

NEOSYS links in different browsers

← Older revision		Revision as of 12:54, 28 June 2021
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	Putting Exchange Rate in "" quotes searches for the exact phrase instead anywhere either word appears		Putting Exchange Rate in "" quotes searches for the exact phrase instead anywhere either word appears

	~~== NEOSYS links in different browsers ==~~

	The NEOSYS access urls automatically redirect to different versions of NEOSYS depending on the browser you are using as each version is compatible to a particular browser. You only have to enter "url" in your browser and it will get redirected to the appropriate version depending on your browser.

	It gets redirected to url/2 or url/3 when accessed via Internet Explorer or Google Chrome/ Firefox respectively where url is the access url as shown in the examples below. url/1 is for the old version to which no new developments are done. The option to access it will go away in the future.

	~~e.g when we enter <span class="plainlinks"> "https://test.hosts.neosys.com:4453" </span> in Chrome or Firefox, the url gets redirected to:~~

	~~<span class="plainlinks"> https://test.hosts.neosys.com:4453/3 </span>~~

	~~Similarly when we enter <span class="plainlinks"> "https://test.hosts.neosys.com:4453" </span> in Internet Explorer, the url gets redirected to:~~

	~~<span class="plainlinks"> https://test.hosts.neosys.com:4453/2 </span>~~

Steve: /* How to automatically open all your favourite NEOSYS screens in one step */

2021-06-28T12:54:09Z

How to automatically open all your favourite NEOSYS screens in one step

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 #Upload signatures onto the User File for the issuing users. To update users other than yourself, you need to be authorised to do “USER UPDATE”
 #When creating documents on behalf of issuing users, enter the user code of the issuing user as the Executive. The default executive/issuing user can be setup per client and/or brand in the Client/Brand File if desired.
 == Using Google to search NEOSYS wikis ==

Steve: /* Opening new windows in new tabs in Internet Explorer 7 */

2021-06-28T12:53:31Z

Opening new windows in new tabs in Internet Explorer 7

← Older revision		Revision as of 12:53, 28 June 2021
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	In order to redo the work on another column, select the column then replay the macro, or if you assigned a hot key, press that combination.		In order to redo the work on another column, select the column then replay the macro, or if you assigned a hot key, press that combination.

	~~== Opening new windows in new tabs in Internet Explorer 7 ==~~

	~~Unfortunately Microsoft have decided that this cannot be done programmatically and that the only way is to right click on the menu item and select "open in new tab".~~

	~~Also surprising is that new tabs do not become the top window automatically unless you configure Internet Explorer as follows:~~

	~~Tool, Options, Settings and check the option "Always Switch to New Tabs when they are Created"~~

	~~[[image:Openingnewtabs.jpg]]~~

	== Showing signatures for people who are not users of NEOSYS ==		== Showing signatures for people who are not users of NEOSYS ==

Steve: /* Using Macros in Excel to edit NEOSYS reports */

2021-06-28T12:52:53Z

Using Macros in Excel to edit NEOSYS reports

← Older revision		Revision as of 12:52, 28 June 2021
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	Find more information: [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]		Find more information: [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]

	~~==Using Macros in Excel to edit NEOSYS reports==~~
	Generally when copying reports from [[Using_NEOSYS_Generally#Opening_NEOSYS_documents_in_Excel.2C_Word_etc.\| NEOSYS to Excel]], users might want to edit it further, e.g. clearing empty or unwanted columns and this task can be repetitive and time consuming to do it each time a report is copied to excel. Define macros in Excel to handle such tasks quickly. Below is an example showing how to create and reuse a macro to delete empty columns.

	~~====Steps to create a macro (one time procedure)====~~
	~~#Copy the report and paste it in an excel sheet. (Click on [[Copy-Paste Excel Example\|How to Copy a NEOSYS report in MS-Excel]] to see how to do this.)~~
	#Make the Developer tab visible as shown below <br> '''For Excel 2007 <br>[[File:Excel2007.jpg]]<br>For Excel 2010/2013''' <br> a) Under Excel Options click on Customise Ribbon <br>[[File:Excel2010-1.jpg]] <br> b) Tick the checkbox which says Developer Tools<br> [[File:Excel2010-2.jpg]] <br>
	#Under the Developer Tab in Excel click Record Macro. Name the macro appropriately for easy reference. In this example the macro is to delete empty columns. Ensure "Personal Macro Workbook" is selected from the drop-down menu<br>[[File:Record macro.jpg]]<br>
	#Record your action which you want to be repeated later. The macro records all actions like scrolling, selecting cells, editing etc. For this example select entire columns in the spreadsheet that you intend to delete. Right click on any one of the columns and click on Delete to remove the unwanted columns
	~~#Click on Stop Recording under Developer Tab <br>[[File:Stop recording.jpg]]<br>~~
	~~#Save changes to Personal Macro Workbook when prompted. This is to reuse the macro on other worksheets~~
	~~[[File:Save changes to personal workbook.jpg]]~~

	~~====Steps to reuse macro====~~
	~~#Copy the report and paste it in an excel sheet. (Click on [[Copy-Paste Excel Example\|How to Copy a NEOSYS report in MS-Excel]] to see how to do this.)~~
	#Under the developer Tab click on Macros, select the macro and click Run to execute the tasks recorded earlier. You can also use the shortcut key you defined in the macro. You can also edit Macro definition by clicking Edit.
	~~[[File:Rerun macro.jpg]]~~

	== Splitting single NEOSYS report columns like 1000.00USD into two columns in Excel ==		== Splitting single NEOSYS report columns like 1000.00USD into two columns in Excel ==

Steve: /* Opening NEOSYS documents in Excel, Word etc */

2021-06-28T12:52:39Z

Opening NEOSYS documents in Excel, Word etc

← Older revision		Revision as of 12:52, 28 June 2021
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	Find more information: [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]		Find more information: [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]

	~~== Opening NEOSYS documents in Excel, Word etc ==~~

	~~=== Option 1: Copy Paste Method (All Browsers) ===~~
	~~#Copy the report and paste it in an excel sheet. (Click on [[Copy-Paste Excel Example\|How to Copy a NEOSYS report in MS-Excel]] to see how to do this.)~~
	~~#Click on the Home Tab and then Click on Clear -> Clear Formats <br>[[image:clearformat.jpg]]<br>~~
	~~#The NEOSYS Report will now appear in excel in a text format.~~

	~~===Option 2: Importing Data into Excel (All Browsers) ===~~

	~~#Copy Link from the URL <br>[[image:copyurl.jpg]]~~
	~~#Open Excel -> Data -> From Web <br>[[image:excelweb.jpg]]~~
	~~#Copy the URL in the address field -> Go -> Import<br>[[image:excelimport.jpg]]~~
	~~#Select the existing worksheet option -> OK <br>[[image:excelworksheet.jpg]]~~
	~~#The NEOSYS Report will now be pasted in excel in a text format~~


	~~=== Option 3: Exporting Data into Excel directly (only IE) ===~~
	#If you have not already done so, right click on the Internet Explorer tool bar and choose the following options <br>[[image:Internetexplorer1.JPG]]<br><br>In case you are using Internet explorer 11, follow the screenshot below for this step:<br>[[image:IEsolution.jpg]]
	~~#Click Edit, Add, Close <br>[[image:Internetexplorer2.JPG]]<br>~~
	~~#The Internet Explorer tool bar will now have an Edit button with a drop down to select Microsoft Office programs like Excel and Word <br>[[image:Internetexplorer3.JPG]]<br>~~
	#Click on the "right arrow" at the top left corner (it will turn into a checkmark) and click on Options on the top right of your screen [[file:check.jpg\|frame\|right\|Check Mark]]<br>[[image:EDITinEXCELMENU.jpg]]<br>
	~~#Select the "None" option and click on Ok <br>[[image:Options.jpg]]<br>~~
	~~#Select the location to paste data and click on OK <br>[[image:CICKONOK.jpg]]<br>~~
	~~#The NEOSYS Report will now be pasted in excel in a text format.~~

	~~====Issues in Exporting to Excel====~~

	To troubleshoot Export to Excel, see [[Setting_up_and_Configuring_NEOSYS_Generally#Fixing_.E2.80.98Export_to_Microsoft_Excel.E2.80.99_from_IE9_not_showing_URL_in_Excel_web_query_dialogue\| Resolving ‘Export to Microsoft Excel’ in IE9, Excel 2009]]

	~~=== Removing blank lines from Excel ===~~
	~~In the Home menu > Find & Select > Go to Special > Blank Cells. This will select all the blank cells.~~

	~~Then right-click on any of the selected cells, select Delete and select Entire Row. This delete all rows that contains blank cells.~~

	~~[[Using_NEOSYS_Generally#Using_Macros_in_Excel_to_edit_NEOSYS_reports\|These steps can be saved as a macro]], so that it can be done easily in one step in the future.~~

	==Using Macros in Excel to edit NEOSYS reports==		==Using Macros in Excel to edit NEOSYS reports==

Steve: /* Using NEOSYS online */

2021-06-28T12:52:23Z

Using NEOSYS online

← Older revision		Revision as of 12:52, 28 June 2021
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	Due to limitations in the size of the authorisation file, this should be limited to no more than a few 10’s of records in total for all files.		Due to limitations in the size of the authorisation file, this should be limited to no more than a few 10’s of records in total for all files.

	~~== Using NEOSYS online ==~~

	~~=== Slow speed initially ===~~

	The first time you use NEOSYS it takes time to get to the login screen because software code has to be downloaded in to the workstations browser cache. Getting to the login screen subsequently will be much faster.

	~~After you login, there is also a delay the very first time that you bring a form (any form) on screen. The workstation has to download the general form handling software that handles all forms.~~

	~~There is also a delay the very first time you use each specific form while the form specific software is downloaded. Large more complex forms take longer than smaller more simple forms.~~

	~~=== Tips for demo ===~~

	Login and get any small form up before the full demo starts then close all windows to start the demo from scratch. If possible also visit as many of the larger forms as you can before the full demo starts

	~~During the demo, if any screen comes up slowly, change to another screen and then go back to the original screen to show that it is fast on the second and subsequent visits.~~

	~~Use shift+click or right mouse click on the menu to open new windows wherever possible rather than keep changing forms within one window.~~

	~~Be aware that large complicated forms take longer to download initially but all forms should be fast on secondary visits.~~

	~~=== Common error and solution ===~~

	Sometimes, especially on poor internet connections, NEOSYS doesn't download all the files correctly from Win3 immediately. If this happens you will get a variety of different error messages when you use the system first. You might also get no message but a little warning flag at the bottom of the internet explorer window that says something like "error on page".

	~~The problem is usually resolved by revisiting the page or pressing the F5 button or the Refresh button on the Internet Explorer tool bar~~

	== Codes in NEOSYS ==		== Codes in NEOSYS ==

Steve: /* Emailing documents in PDF format */

2021-06-28T12:51:33Z

Emailing documents in PDF format

← Older revision		Revision as of 12:51, 28 June 2021
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	The problem is usually resolved by revisiting the page or pressing the F5 button or the Refresh button on the Internet Explorer tool bar		The problem is usually resolved by revisiting the page or pressing the F5 button or the Refresh button on the Internet Explorer tool bar

	~~== Emailing documents in PDF format ==~~

	~~=== OPTION 1 : Using "PrimoPDF" ===~~

	~~==== Features ====~~

	*- - - PrimoPDF Must be installed on each user's computer
	*+++ Free version (7.2 MB) without any time limitation/adware etc.
	*+++ Well supported including Vista with paid version available
	*+++ Minimal clicks to accomplish the task (easy to use)
	*+++ Option to "Email PDF" directly
	*+++ Options to password protect reading/updating

	~~==== Installation ====~~

	~~http://www.neosys.com/software/primopdf.exe ([[changes]])~~

	~~http://www.neosys.com/software/primopdf4.0.1.exe~~

	~~http://www.primopdf.com/~~

	~~You probably also want a pdf viewer installed~~

	~~http://www.adobe.com/products/reader/~~

	~~==== Setting up ====~~

	~~#Optionally set PrimoPDF to be your default printer~~
	~~#Optionally configure your default printer to be landscape mode~~
	~~#Set the PrimoPDF "Post Process" to be "Email PDF"~~
	~~#Optionally setup other PrimoPDF options - for example password protection etc~~

	~~==== Using ====~~

	~~1. Get on screen the document that you want to send. <br>~~
	~~2. Click Print and select PrimoPDF from the list of printers.<br>~~
	~~3. Wait for the PrimoPDF screen to open.<br>~~
	4. You have the option to choose a specific folder to save the PDF you are about to create prior to emailing as shown below. All PDF documents you generate henceforth would automatically get saved at this convenient location. <br><br>
	~~[[File:primo1.jpg]]~~

	~~5. Select the post process task from the drop down menu as shown below : <br>~~

	~~[[File:primo2.jpg]] <br>~~

	~~6. If you choose "Email PDF", a blank email template will open up with the attached PDF document you just created.<br>~~
	~~7. Fill in the desired email address/subject etc.<br>~~
	~~8. Click Send. <br>~~

	As mentioned earlier, PrimoPDF also allows a user to password protect the document and add document properties by simply clicking "Change" next to the respective options as can be seen in the screenshots above.

	~~Here are screenshots of the "Document Properties" and "PrimoPDF Password Security" windows :~~

	~~[[File:primo3.jpg]]~~

	~~[[File:primo4.jpg]]~~
	~~<br>~~
	~~<br>~~

	~~=== OPTION 2 : Using "CutePDF" ===~~

	CutePDF Writer allows you to convert any printable document to PDF format. It installs as a virtual printer and is available from any application that offers a `Print` option. The program is easy to use, just select the CutePDF printer and click the print button. CutePDF Writer depends on the install of a PS2PDF converter such as Ghostscript (a small conversion utility) which can be automatically downloaded and installed during setup.

	~~==== Features ====~~
	*- - - CutePDF Must be installed on each user's computer
	*+++ Free version without any time limitation/adware etc.
	*+++ Very light to download and install.
	*- - - No option to “Email PDF” directly. File must be saved first and can be attached later to email.
	*+++ Supports Microsoft Windows XP/2003/Vista/7 (x86/x64)

	~~==== Installation ====~~

	~~Free Download (3.83 MB) at : http://www.cutepdf.com/~~

	~~==== Using CutePDF ====~~

	~~As Cute PDF Writer installs itself as a printer on your computer, it enables you to create a PDF document out of anything you can print.~~

	~~# Get on screen the document you wish to email and click on File -> Print (Control + P) <br> <br> [[image:cutepdf-1.jpg]] <br> <br>~~
	~~# Select "CutePDF Writer" from the list of printers and Click on Print <br> <br> [[image:cutepdf-2.jpg]] <br><br>~~
	~~# After sending it to print, a box pops up:~~
	~~#*Specify the desired directory/path where you would like to save the PDF document~~
	~~#*Specify the Name of the report~~
	~~#*Select PDF from the file types~~
	~~#*Click on Save <br> <br> [[image:cutepdf-3.jpg]] <br> <br>~~
	~~# This PDF document can now be sent as an attachment via email.~~

	== Codes in NEOSYS ==		== Codes in NEOSYS ==

Gregory: /* Showing signatures for people who are not users of NEOSYS */ Not possible to create user without email, so use support instead.

2021-06-03T07:01:50Z

Showing signatures for people who are not users of NEOSYS: Not possible to create user without email, so use support instead.

← Older revision		Revision as of 07:01, 3 June 2021
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	Solution:		Solution:

	#Create NEOSYS ~~users in the usual way~~ to represent the “issuing” users ~~except that they must not have an email~~ address ~~and therefore will~~ not ~~be able~~ to ~~get passwords or login.~~		#Create NEOSYS user to represent the “issuing” users. Email address: support@neosys.com. (Do not give password to client)
	#Upload signatures onto the User File for the issuing users. To update users other than yourself, you need to be authorised to do “USER UPDATE”		#Upload signatures onto the User File for the issuing users. To update users other than yourself, you need to be authorised to do “USER UPDATE”
	#When creating documents on behalf of issuing users, enter the user code of the issuing user as the Executive. The default executive/issuing user can be setup per client and/or brand in the Client/Brand File if desired.		#When creating documents on behalf of issuing users, enter the user code of the issuing user as the Executive. The default executive/issuing user can be setup per client and/or brand in the Client/Brand File if desired.


	== How to automatically open all your favourite NEOSYS screens in one step ==		== How to automatically open all your favourite NEOSYS screens in one step ==

Gregory: /* Giving access to users using Authorisation file */ Made it more informative for clients.

2018-08-26T13:59:18Z

Giving access to users using Authorisation file: Made it more informative for clients.

← Older revision		Revision as of 13:59, 26 August 2018
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	== Giving access to users using Authorisation file ==		== Giving access to users using Authorisation file ==

	~~See~~ [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]		Only NEOSYS Support are authorised to make changes to the Authorisation File.

			A designated person within the client company must approve of requests to make changes.

			Find more information: [http://userwiki.neosys.com/index.php/Authorisation_File Authorisation File]

	== Opening NEOSYS documents in Excel, Word etc ==		== Opening NEOSYS documents in Excel, Word etc ==