10.  APPENDIX
     ========

10.1 Preparing your Printer
     ======================

     Check that

     - the printer's power cord is plugged in and that the printer's power
       switch is turned on,

     - the printer is connected to your computer through either a serial or
       parallel port, and

     - the proper paper, labels, Rolodex cards are feeding into your printer.



10.2 Generate Standard Reports in CMS
     ================================

     Most reports in CMS follow a standard step by step generation sequence
     as described below.  Output may be viewed on the screen, sent to the
     printer, or written out to a file.

     To generate a report follow these steps:

     A. If you intend to print make sure your printer is ready:

        Check that

        - the printer's power cord is plugged in and that the printer's power
          switch is turned on,

        - the printer is connected to your computer through either a serial or
          parallel port, and

        - the proper paper or labels are feeding into your printer.

     B. Use your cursor keys to select the desired reports(if applicable).

     C. Press <Enter> and the standard "Choices" output menu will appear.


        Standard Report Output Choices Menu:

        =============Choices============
        | View Report                  |
        | Print Report                 |
        | Write Report to File         |
        | Generate Merge File          | <-- not always included
        ================================


        Or occasionally it may also look like this:


        Alternate Report Output Menu:

        ===================
        |  Report Output  |
        ===================
        |    Screen       |
        |    Printer      |
        |    File         |
        ===================


     D. You have these options:

        1. Press <V> (or Alternate Menu:S) to select viewing the report on the screen, and press <Enter>

           or

        2. press <P> to print the report out on the printer, and press <Enter>,

           or

        3. press <W> (or Alternate Menu:F) to write the report to a file, and press <Enter>,

           or

        4. press <G> to generate a merge file, and press <Enter>.

     E. Press <Enter> to confirm your selection.

        1. View Report

           If you select viewing then the "View Report" window will appear.

           a) Use your cursor keys to scroll through the report.

           b) Press <Esc> when you are done.


        2. Print Report

           If you select printing then the report will be generated and sent
           directly to the printer.


        3. Write Report to a File

           If you select writing to a file the "Filename" window will appear:

           =================
           |   Filename:   |
           | [           ] |
           =================

           a) Type in the filename where to send the report to, and press
              <Enter>.

              If you do not specify a file extension then CMS automatically
              adds the extension "TXT" to your filename. For example, if you
              typed in "list" as the file name, then CMS will save this file as
              "LIST.TXT".

              If you typed in a filename that already exists, a message window
              will appear (in our example we assume the filename "List"):

              =============================================================
              | LIST.TXT already exists. Append/Overwrite/Cancel? [A/o/c] |
              =============================================================


           b) You can now choose:

              1. Press <A> to add the report to the existing file,

                 or

              2. press <O> to overwrite the existing file with the new report,

                 or

              3. press <C> to cancel this option, and exit from this menu choice.

                 If you choose adding the report will be appended to the end of
                 the existing file.

                 If you choose overwriting all the information previously saved
                 under that filename will be lost, and a new file with only the
                 new listing in it will be created.

                 If you choose "Cancel" you will be returned to the previous screen.

           c) When the report is done you will be returned to the "Reports
              Definition Table".


        4. Generate Merge File

           If you select "Generate Merge File" a file the "Filename" window
           will appear:

           =================
           |   Filename:   |
           | [           ] |
           =================

           a) Type in the filename where to send the report to, and press
              <Enter>.

              If you do not specify a file extension then CMS automatically
              adds the extension "TXT" to your filename. For example, if you
              typed in "Merges" as the file name, then CMS will save this file
              as "MERGES.TXT".

              If you typed in a filename that already exists, a message window
              will appear (in our example we assume the filename "Merges"):

              ===============================================================
              | MERGES.TXT already exists. Append/Overwrite/Cancel? [A/o/c] |
              ===============================================================


           b) You can now choose:

              1. Press <A> to add the report to the existing file,

                 or

              2. press <O> to overwrite the existing file with the new report,

                 or

              3. press <C> to cancel this option, and exit from this menu choice.

                 If you choose adding the merge record(s) will be appended to
                 the end of the existing file.

                 If you choose overwriting all the information previously saved
                 under that filename will be lost, and a new file with only the
                 new listing in it will be created.

                 If you choose "Cancel" you will be returned to the previous screen.

           c) When the merge file is created you will be returned to the
              "Reports Definition Table".



10.3 Viewing Mailing Label(s) in CMS
     ===============================

     Here you find a description of the exact steps to view label(s) on your
     screen.  These steps are generic to all label viewing in CMS.

     To view mailing label(s) from the "Choices" menu:

     A. Select "View Label", and press <Enter>.

        The "Label Message" window will appear:

        ======================================
        |   Message for top of every label:  |
        | [                                 ]|
        ======================================

     B. Type a message to appear at the top of label(s), e.g. a brief Bible
        quote, or other message up to 33 characters long, and press <Enter>

        or

        Press <Enter> if you don't want a message to appear on the label(s).


        Note: If the "Message" window already contains information, you can

        - clear it by pressing <Ctrl-Y> and then pressing <Enter>

          or

        - accept the same message by pressing <Enter>.


        Now the "View Report" window will appear:


     C. Press <Esc> to exit from viewing mailing label(s), and to return to the
        previous screen.



10.4 Printing Mailing Label(s) in CMS
     ================================

     Here you find a description of the exact steps to print label(s)s. These
     steps are generic to all label printing in CMS.

     To print label(s) from the "Choices" menu:

     A. Prepare your printer:

        Check that

       - the printer's power cord is plugged in and that the printer's power
         switch is turned on,

       - the printer is connected to your computer through either a serial or
         parallel port, and

       - the proper paper or labels are feeding into your printer.

     B. Select "Print Labels", and press <Enter>.

        The "Label Message" window will be displayed:

        ======================================
        |   Message for top of every label:  |
        | [                                 ]|
        ======================================

     C. Type a message to appear at the top of label(s), e.g. a brief Bible
        quote, or other message up to 33 characters long,

        or

        Press <Enter> if you don't want a message to appear on the label(s).


        Note: If the "Message" window already contains information, you can

        - clear it by pressing <Ctrl-Y> and then pressing <Enter>

          or

        - accept the same message by pressing <Enter>.

        Now the "Check Alignment" window will appear:

        ==================================================
        | Print a sample label to check alignment? [y/N] |
        ==================================================

        If this is the first time you print labels with your CMS program then
        this is a very good time to make sure your labels are correctly aligned
        in the printer.

     D. Press <Y> to print a sample label.

        If you already know that your printer is set up correctly and that your
        labels are correctly aligned press <N> and the label(s) will be printed
        immediately.

        If you pressed <Y> a sample label will be printed on your printer. It
        will look like this:

        =====================================
        | Message Line..................... |
        | Name Line.........................|
        | Address #1........................|
        | Address #2........................|
        | Address #3........................|
        =====================================

     E. Inspect the sample label on your printer and make sure it is aligned
        correctly and all the address lines are legible and printed within the
        label area.

     F. If you are not happy with the print results make the necessary
        adjustments on your printer and label paper, and then

        Press <Y> at the next screen prompt

        =============================
        | Print another test? [y/N] |
        =============================

        Repeat steps D. through F. until you are satisfied with the print
        results.

     G. Press <N> when prompted for another test.

        Your label(s) will now be printed and you will be returned to the
        previous screen.



10.5 Write Mailing Label(s) to a File in CMS
     =======================================

     To write mailing label(s) to a file from the "Choices" menu:

     A. Select "Write Labels to File", and press <Enter>.

        The "Filename" window will appear:

        =================
        |   Filename:   |
        | [           ] |
        =================


     B. Type in the filename where to send the label(s) to, and press <Enter>.

        If you do not specify a file extension then CMS automatically adds the
        extension "TXT" to your filename. For example, if you typed in "labels"
        as the file name, then CMS will save this file as "LABELS.TXT".

        If you typed in a filename that already exists, a message window will
        appear (in our example we assume the filename "Labels"):

        ===============================================================
        | LABELS.TXT already exists. Append/Overwrite/Cancel? [A/o/c] |
        ===============================================================


     C. You now have these three options:

        - Press <A> to add the new label(s) to the existing file.

          If you choose this option the new label(s) will be appended to the
          end of the existing file.

          Or

        - press <O> to overwrite the existing file with the new label(s).

          Choosing this option will loose all the information previously saved
          under that filename, and create a new file with only the new label(s)
          in it.

          Or

        - press <C> to cancel this option, and exit from this menu choice.

          If you choose "Cancel" you will be returned to the previous screen.


        If you pressed <A> or <O> another window will appear:

        ======================================
        |   Message for top of every label:  |
        | [                                 ]|
        ======================================

     D. Type a message to appear at the top of the label(s), e.g. a brief Bible
        quote, or other message up to 33 characters long, and press <Enter>.

        Or

        press <Enter> if you don't want a message to appear on the label(s).


        Note: If the "Message" window already contains information, you can

        - clear it by pressing <Ctrl-Y> and then pressing <Enter>,

          or

        - accept the same message by pressing <Enter>.


     The new label(s) will now be added or written to the file and you will be
     returned to the previous screen.


10.6 Generate Merge Record(s)
     ========================

     There might come a time when you want to share the information in CMS with
     other software packages (e.g. for word processing, mail merge, statistical
     reporting).  CMS lets you create "Merge Records" that you can later import
     into your other application software. For technical information on the
     structure of the merge record refer to the Appendix 10.6 "Merge Record
     Structure - Technical Information".


     To generate merge record(s) from the "Choices Menu":

     A. Press <G> to select "Generate a Merge Record", and press <Enter>.

        The "Filename" window will appear:

        =================
        |   Filename:   |
        | [           ] |
        =================

        NOTE: If you already saved a filename during this CMS session CMS
        remembers it, and will display it in the "Filename" window.


     B. Type in the new filename where you want to store the merge record(s),
        and press <Enter>,

        or

        press <Enter> to confirm the use of the filename displayed in the
        "Filename" window.

        If you do not specify a file extension then CMS automatically adds the
        extension "TXT" to your filename. For example, if you typed in "Merges"
        as the file name, then CMS will save this file as "MERGES.TXT".

        If you typed in a new filename the merge record(s) for this family will
        be saved to that file, and you will be returned to the previous screen.

        If you use a filename that already existed a message window will appear
        (in our example we assume the filename "MERGES.TXT"):

        ===============================================================
        | MERGES.TXT already exists. Append/Overwrite/Cancel? [A/o/c] |
        ===============================================================

        This message lets you know that this filename is already in use by
        another file.

     C. You now have these three options:

        Press <A> to add the merge record for this family to the existing file.

        If you choose this option the new merge record(s) will be appended to
        the end of this file.

        Or

        Press <O> to overwrite this file with the new merge record(s).

        Choosing this option will loose all the information previously saved
        under that filename, and create a new file.  The new file will only
        contain the new merge record(s).

        Or

        Press <C> to cancel this option, and exit from this menu choice.

        If you choose this option no merge record(s) will be created.


     D. You will be returned to the previous screen.



10.7 Merge Record Structure - Technical Information
     ==============================================

     Some software packages require you to answer questions about the structure
     of the merge record created by CMS.  The following information is provided
     so you can easily respond to these questions:

     The CMS created merge record is:

     - of fixed (field) length,

     - each field is embedded in double quotes,

     - and comma delimited.


     See the example below:

     "Mr. and Mrs. John Doe","1234 Main Street","Suite 123","Anytown"



10.8 Change the CMS Directory
     ========================

     The installation program of CMS forces you to install CMS in the CMS60
     directory on your hard disk.  This will insure that all datafiles from
     previous CMS versions will be properly converted, and enhances the overall
     security of the CMS system.

     However there may be occasions when you may want to install CMS in another
     directory than the default CMS60.

     IMPORTANT: This option is for experienced users only.  It is not
     recommended, and CMS may not operate as designed, when moved to a
     directory other than the CMS60 directory.

     To change the CMS default directory:

     1. Log onto the drive where you want to install CMS.

     2. Create the directory where you want CMS to be installed if it's not
        already there.

     3. Go to the new directory.

     4. Copy all files from the old CMS directory to the new directory.

     5. Inform the DOS environment about the new CMS directory.

        SET CMS=<drive><Path>directory

        If you want to make this change permanent, you should include this
        environment setup in your autoexec.bat file.

     6. You can now invoke CMS.

     7. If you are satisfied that all works well you can delete the CMS files
        from the old CMS directory.



10.9 Printing Rolodex Cards in CMS
     =============================

     CMS supports different Rolodex formats. No matter the format the
     following steps will be the same.

     To print one or more rolodex card:

      A. Make sure your printer is ready to print.

         Check that

         - the printer's power cord is plugged in and that the printer's power
           switch is turned on,

         - the printer is connected to your computer through either a serial or
           parallel port, and

         - the Rolodex cards are feeding into your printer.

      B. If applicable select the name you want to put on to a Rolodex card,
         and press <Enter> to bring up the "Choices" menu.

      C. Select "Print Rolodex Card" from the "Choices" menu, and press <Enter>.

         Now the "Check Alignment" window will appear:

         ============================================
         | Print a sample to check alignment? [y/N] |
         ============================================

         If this is the first time you print Rolodex cards with your CMS
         program then this is a very good time to make sure your Rolodex cards
         are correctly aligned in the printer.

      D. Press <Y> to print a sample card.

         If you already know that your printer is set up correctly and that
         your Rolodex cards are correctly aligned press <N> and the card(s)
         will be printed immediately.

         If you pressed <Y> a sample card will be printed on your printer. It
         will be filled in like this:

         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX   small cards
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

         or

         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX  
3" x 5" cards
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
         XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

      E. Inspect the sample card on your printer and make sure it is aligned
         correctly and all the address lines are legible and printed within
         the card area.

      F. If you are not happy with the print results make the necessary
         adjustments on your printer and Rolodex cards, and then

         press <Y> at the next screen prompt

         =============================
         | Print another test? [y/N] |
         =============================

         Repeat steps D. through F. until you are satisfied with the print
         results.

      G. Press <N> when prompted for another test.

         Your Rolodex card(s) will now be printed and you will be returned to
         the previous screen.
