CONTENTS: Summary Installation Configuring OfficeView Removing OfficeView Software Support --------------------------------- Summary OfficeView for Windows is a program that makes it possible to know the comings and goings of employees at the glance of a screen. Your receptionist can give rapid, well-informed responses to clients and phone calls. Messages can be passed between users, too. Easy to use and install, this tool can improve the efficiency of your office and help you give a proficient, well-organized service to your clients. Requires: Windows 3.1 or higher, color display and file sharing by a file server or peer to peer. Developer: Len Phillips --------------------------------- Installation Disk Space Requirements The common network directory should have four megs of free disk space. This allows for over three megabytes of spare room to hold messages. For the client workstations, you will need two kilobytes of disk space if you are running on a dedicated Server. Otherwise, 500 kilobytes of disk space will be required on the workstations to store local copies of the program files. Installing OfficeView If you receive OfficeView in a compressed format, i.e., from the Internet or a CD library, you will receive all the OfficeView files as a single file. If the file name ends in ".exe", it is a self-extracting program that will decompress the files and run the Setup program automatically. If the file name ends in ".zip.", you will require a program to decompress the files, e.g., WinZip. Both ".exe" and ".zip" filenames are available from our website: http://www.capitalnet.com/~phillips/ If you are installing the program on more than one workstation, then one copy of the program and database files must be installed on the shared directory. This directory can be located on a Server or shared on a peer-to-peer LAN, such as Microsoft Networks or Lantastic. Installing on a Server is preferable, if possible. All users should be given read, write, delete and create privileges in the shared directory. Installing the Files on the Server: First, install the OfficeView files on the common network directory. From any workstation, click on the File menu of your Windows Program Manager, and select Run (Windows 95 uses Start/Run). Type the name of the compressed OfficeView file or the appropriate Setup program (setup.exe for 16-bit or setup32.exe for 32-bit) and click OK. For the self-extracting program, click the Setup button. Select Network Install, then Server, and follow the screen instructions. The OfficeView Setup program installs within seconds. Next, run OfficeView and add all the groups and their associated employee names before setting up any other workstations. Running OfficeView from the Server: (not recommended for peer networks) Running OfficeView from your server allows all workstations to run from a single copy of the main program. At each workstation, assign (map) a drive letter to the common network directory and be sure to enable the option to automatically reconnect when Windows starts up. From the common network directory, run the Setup program to set up the workstations. Select Network Install, then Workstation. When prompted for the directory location, enter the workstation path to the common network directory. Running OfficeView from a Local Hard Drive (for peer networks or congested LANs): At each workstation, assign (map) a drive letter to the common network directory and be sure to enable the option to automatically reconnect when Windows starts up. From the common network directory, run the Setup program to set up the client workstations. Select Single Install. When prompted for the "Copy to" directory, accept the default of C:\OView. At this point, the workstation is working in isolation. To enable communication with other users, OfficeView needs the location of the common OfficeView database. To do this, run OfficeView using the newly created Program Manager group (Windows 96/NT 4.0 use Start/Programs/OfficeView menu) and click File/Set DB Path. Enter the workstation path to the common network directory. At this stage, any names in the central database will display. As an additional test, send a message to another user and confirm that it arrives. Running OfficeView Standalone: To run OfficeView on a single workstation, click on the File menu of your Windows Program Manager, and select Run (Windows 95 uses Start/Run). Type the name of the compressed OfficeView file or the appropriate Setup program (setup.exe for 16-bit or setup32.exe for 32-bit) and click OK. For the self-extracting program, click the Setup button. Select Single Install and Enter when the suggested "copy to" directory appears. This procedure creates a Program group or Windows 96/NT 4.0 Start/Programs/OfficeView menu that can be used to run OfficeView. Note: Both the 16- and 32-bit versions of OfficeView are designed to run concurrently using the same database. Therefore, in a mixed operating system environment, 32-bit workstations aren't required to use 16-bit software. If you are upgrading OfficeView from the 10/30 names size to the 300/1000 names size or from 16-bits to 32-bits, you must re-run the Setup program at each client workstation. --------------------------------- Configuring OfficeView OfficeView has a security system (password) to control access to use the following commands: Add Name, Remove Name, My Name, Change Password, Add New Group, Rename Group and Delete Group and to control access to make changes to the Employee Information screens for all employees. To allow access to make these changes, the Administrator(s) need only click on File/Admin Mode and enter a password. To return to the normal mode of operation, click on File/User Mode. Note: The unregistered versions of OfficeView start up in administration mode so that all commands are easily available for evaluation. To change the admin password (initially="abc"), click on File/Change Password and enter the current password once, and the new password twice. The program will confirm that a new password has been accepted. Passwords must consist of letters only. Adding Groups, Names, and Information in the Employee Information Screen: When you add groups (300/1000 name version only), switch to Admin mode by clicking on File/Admin Mode. Enter the password (initially= "abc"). Type Ctrl+N and the name. To populate the board with user names, switch to Admin mode by clicking on File/Admin Mode. Enter the password (initially="abc"). Type Ctrl-N and the name. You can enter information into the Employee Information screen by clicking on the name and selecting Information. Employees may prefer entering this information themselves after you identify their name at their own workstation. Identifying Names With Workstations: The program must identify names with workstations so that users can read their messages and make changes to the Employee Information screen at their workstations. To do this, at the workstation, after a new name is added, click on the name to be associated with that workstation and select My Name from the pop-up menu. The name will appear in the top title bar. Messages can only be read at workstations with the corresponding name in the title bar. This procedure need never be repeated, unless a new user operates at that computer. --------------------------------- Removing OfficeView The following explains how to completely remove the main copy of OfficeView (do all four steps) and the LAN Workstation copies (do the first two steps only): Delete: 1) OfficeView group and OfficeView icon from the Program Manager. 2) OVlocal.ini from the main windows directory (usually c:\windows). 3) all files in the OfficeView directory ( default directory c:\OView ). 4) OfficeView directory. --------------------------------- Software Support A software support page is available on our web site at http://www.capitalnet.com/~phillips. In addition, e-mail software support is available at officeview@ottawa.com or phillips@capitalnet.com.