Setting up and Configuring NEOSYS Generally

Configuring letterhead

Configuring Letterhead

Configuring fonts and colors for all users

Current latest version of NEOSYS software allows choice of font for all columnar reports and documents produced by NEOSYS.

The default for all NEOSYS reports and documents unless you follow this procedure is a dark and light buff yellow.

ED DEFINITIONS SYSTEM

line 46 then press Ctrl+E to edit multivalues (sublines)

mv 1: color for table column heading rows

mv 2: color for table body rows

mv 3: font

Press F9 to save, then Esc to get out of editing multivalues

Users can override the above the colors and fonts in their user details after login.

Changing the signatory

In Maintenance mode, press F5 and the following command:

ED DEFINITIONS AGENCY.PARAMS

Be careful not to insert lines except at the end. Moving other lines down will totally screw NEOSYS!

Than go to the bottom of the page (Ctrl+Page down). Once you reach at the bottom, ENTER enough times to add additional lines if required, than search for line 61 (Ctrl+G) and edit the document / add this code:

<br><br><br>Name of General Manager<br>General Manager<br>

Clearing files in database (done when you want to clean an old database)

Clear data F5 CLEAROP (only clears transactions not reference files)

Clear suppliers F5 CLEARFILE SUPPLIERS

Clear Vehicles F5 CLEARFILE VEHICLES

Flush Index F5 FLUSH.INDEX

Clear all F5 CLEARALL (rather nasty command because clears all reference files as well)

Configuring which days the backup will be done on

F5

ED DEFINITIONS BACKUP 

Line 5 should a list of digits indicating desired days of week 1-7 where 1 is Monday

e.g. 23456 to backup on Mon-Fri night

NB Assuming the backups are at the default time of 2am then you must put "2" for Monday night since it actually takes place on Tuesday at 2am.

Configuring email backup alerts

F5

ED DEFINITIONS BACKUP

You can change the email addresses and the Drive to backup.

Any lines in the following overrides the above and affects all datasets in the current neosys installation. Useful to control many datasets.

ED DOS BACKUP.CFG

Any any lines in the following overrides the above and affects all datasets in parallel neosys installations in the same folder. Useful to control many installations.

ED DOS ..\..\BACKUP.CFG

What each line does is as follows:

*backup params
*1=date last attempted
**2= not used ... was workstation for backup (blank defaults to server)
*3=min time of day for backup to start (defaults to 02:00)
*4=max time of day for backup to start (defaults to 02:05)
*5=days to do backup 1234567 1=sun NIGHT!!! EG 2AM
*2/3/4/5 could be multivalued in parallel (to be programmed)
*6=tech support email addresse(s) separated by ';'
*7=backup disk letter
*8=mv list of datasets NOT to backup (press ctrl+E)
*9=1 disable both backup and shutdown completely
*10=email addresses to send backup.zip to OR replacement for 6 if 6 missing
*backups@neosys.com is excluded in NET from backup.zip recipients
*11=1=suppress backup but do shutdown (testdata)

Excluding TEST, historical or other databases from backing up every night

Database backup is automatically skipped if the last four characters of the database code are TEST or the word TESTING or TRAINING is found in the database name or if the database code is found in the list of database codes (ctrl+e) not to be backed up in line 8 of BACKUP.CFG or if line 11 is set to 1.

Backing up multiple databases on one installation

There is no way to backup multiple databases on the same night but you can arrange for one database to be backed up on days 1357 and another on days 246. Three databases could be backed up every third day eg the first database on days 147, the second on 25 and the third on days 36.

Assuming backups are done at 2am then the day 1 backup is done at 2am on Monday night and therefore is the backup of work done on Sunday. If the working week starts on Sunday then the above numbers should be reduced by 1. If on Saturday then by 2. Reducing day 1 by 2 days makes it day 6. The reason is that backup over the weekend is less important and therefore the extra backup for the first database should be aligned on a less important day of the week.

Configuring automated emails in NEOSYS

Login to NEOSYS Maintenance

Press F5

ED DEFINITIONS SMTP.CFG

and press enter (F9/Esc to save and exit)

Any lines in the following overrides the above and affects all datasets in the current neosys installation. Useful to control many datasets.

ED DOS SMTP.CFG

Any any lines in the following overrides the above and affects all datasets in parallel neosys installations in the same folder. Useful to control many installations. Available in NEOSYS versions dated 24/4/2007 onwards.

ED DOS ..\..\SMTP.CFG

Lines are fixed (only first two lines are required)

1. sender email (must be acceptable to the smtp host name following)
2. smtp host name (domain name or ip number)
3. smtp port number (blank for 25)
4. smtp timeout in seconds (blank for 60?)
5. smto use ssl (1=yes, blank for no) ssl is secure connection
6. smtp authorization type ()
7. smtp user
8. smtp pass

Typical configuration

in DOS SMTP.CFG

clientname@neosys.com
mailout.neosys.com
2500

Note that neosys mail server will accept email from anywhere as long as the sender email is @neosys.com

Copying a single record from one database to another

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

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

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

On the source computer:

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

On the target computer:

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

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

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

NEOSYS Authorisation File

Preventing users from assigning their own passwords

The task AUTHORISATION INVENT OWN PASSWORDS should always have the lock NEOSYS to prevent users from creating their own passwords. Most users create unsafe passwords given the choice.

People nearly always ask to give their own passwords but you should tell them that NEOSYS always assigns random passwords for security reasons. It is not worth arguing and discussing the point with most people since they don't usually grasp the importance and soon learn their NEOSYS password anyway.

NEOSYS support staff who login as NEOSYS are still authorised to create their own passwords but it is better not to leak this information to clients immediately since people will grasp on to it and be disappointed or even offended that you are not granting this privilege to them.

Unfortunately there is no general way for people to change their own passwords at the moment. Only the few people who have access to the Support Menu and Authorisation File can do it. Changing your own passwords should be on the NEOSYS Help menu so everybody can do it.

Configuring payment instruction text

NEOSYS picks up the first available payment instructions from the following locations and ignores any instructions in the later files.

1. Client file
2. Currency file
3. Company file
4. AGENCY.PARAMS field 38

If, following the normal rules, the payment instructions are "NONE" then the instructions are blank.

There is a manually edited flag in the company file on one NEOSYS client (cannot remember which) which makes the company file payment instructions take precedence over any currency file payment instructions. This may be added to the Client File u/i as "For all currencies"

The usual way of configuring payment instructions is to put it in the Company file under Finance. However this does not allow for different payment instructions per currency. If you put the payment instructions in the currency file however, then these instructions apply to all companies unless you edit the manual flag in the company record to say that the company file instructions take precedence over. There is no way at the moment in NEOSYS to have different instructions per company AND per currency.

Tip: Since the rules of getting payment instructions are not simple, if you are *changing* payment instructions, locate where the old instructions are and simply change them without worrying about the rules.