BizOS®

Installation
and First-Use

Guide

Software
By:

OOPSystems.com

Table of Contents

OOPSystems.com... 1

Table of Contents.. 2

Table of Figures.. 3

Introduction.. 4

Before you start Installing: 4

Definitions.. 4

BizOS® Server and Prerequisites Installation.. 5

BizOS® Server
Prerequisite Installations.. 5

BizOS® Client and Prerequisite Installations.. 9

BizOS® Server Configuration.. 13

BizOS® Client Configuration.. 18

Other BizOS® Configuration Options.. 21

Server Options.. 21

Document Settings. 21

Users and
Permissions. 22

Table of Figures

Fig 4.1‑1: Status of BizOS® Application Prerequisites........................................................................................ 5

Fig 4.2‑1:
Status of BizOS® Server installation...................................................................................................... 6

Fig 4.2‑2:
Welcome to BizOS® Server Setup wizard............................................................................................. 6

Fig 4.2‑3:
Select Installation folder for BizOS® Server....................................................................................... 8

Fig 6‑2:
Setting the Admin Tool Password.............................................................................................................. 13

Fig 6‑3:
Trial Version Reminder....................................................................................................................................... 13

Fig 6‑4:
Enter the License Security Key................................................................................................................... 14

Fig 6‑6:
Configuring Organization Details.................................................................................................................. 14

Fig 6‑7:
Configuring Organization Address............................................................................................................... 15

Fig 6‑8:
Configuring Accounting Parameters.......................................................................................................... 15

Fig 6‑9:
Configuring Opening Balances....................................................................................................................... 16

Fig 6‑10:
Configuring User................................................................................................................................................. 17

Fig 7‑1:
Configuring Server Connection for Client............................................................................................... 18

Fig 7‑3:
Trial Version Information Message............................................................................................................. 19

Fig 7‑4:
Logging into the Application.......................................................................................................................... 19

Fig 7‑5:
Application View on First Use....................................................................................................................... 20

Fig 8‑1:
Admin Tool Password Check.......................................................................................................................... 21

Fig 8‑2:
Configuring Document Settings................................................................................................................... 21

Fig 8‑3:
Creating a New User.......................................................................................................................................... 22

Fig 8‑4:
Setting User Permissions................................................................................................................................. 22

Introduction

This document
describes the steps involved in installing BizOS®Server and Client Software and the user activities and
steps that need to be performed after the installation of BizOS®.

To start using BizOS®, the organization would need to configure essential
business details related to the company, within the software.

The BizOS® Server is the
central part of the software. It needs to be installed only once throughout you
entire company. It is the core of the system where most operations are
processed and all data is stored. The computer on which you will install the BizOS® server software
should be a somewhat powerful machine. It is advised that the BizOS® server software be
installed on a computer that provides high network and internet connectivity as
well as strong performance. OOPSystems recommends high processor power (Pentium
PIV 2GHz. better is preferred) as well as More RAM (1GB of RAM. More is
preferred) for the BizOS® server machine.

You can elect to
install the BizOS® Client software on
multiple workstations within your organization. These machines will need to
connect to the BizOS® Server. The BizOS® Clients workstations
need to be connected to the same local area network as the BizOS® server, in order to
operate. It is recommended that the Client workstation should have enough
processing capacity (Pentium PIV 1.2 GHz. Better is preferred) and enough RAM
(512MB of RAM. Higher is preferred).

Before you start
Installing:

Before you start
installing BizOS® please prepare a few
things.

· You need to have some business details,
like your company name a picture of your company logo, your accounting practice
preferences etc…

· You should also have administrator
privileges to install BizOS® Server and Client on each computer System
involved.

· You should select “File and Pinter
Sharing” as well as “SQL server” in the Windows Firewall Exception
tab on the BizOS® Server computer.
This is essential for the operation and connectivity with the BizOS® Clients throughout
your company.

Definitions

The following are
the definitions of terms used throughout document.

BizOS® – The complete
BizOS® Software including
the BizOS® Server, BizOS® Client, BizOS® Documentation and Help, as well as
the BizOS®  Administration Tool.

BizOS® Server or Server -
The Server part of the software that helps store the data and operate the
processes of your business.  Also,
refers to the computer on which the BizOS® Server software had
been installed.

BizOS®
Client
or
Client – The Client part of the software that the individual users
use to connect to the BizOS® Server to help
operate the business. Also, could refer to the computer on which the BizOS® Client software has
been installed.

BizOS®
Administration
Tool or
Admin Tool – A tool provided to configure and personalize the BizOS® server software for
your entire organization. It is available only on the server.

BizOS® Server and
Prerequisites Installation

Once you insert the
BizOS® CD into your computer the BizOS® installer will automatically
show up. However, if it does not:

►Run BizOS® Software Application Installer on the
BizOS® Server by Double clicking “BizOS-Setup.hta” from the CD.

BizOS® Server Prerequisite Installations

BizOS® Server Prerequisites
are infrastructural Software that are redistributable by Microsoft, and can be
installed on machines with genuine windows Operating systems.

Note: for more
information please visit Microsoft at                                  http://www.microsoft.com

Once you start the
installer you will get the following window with the status of BizOS® prerequisites and BizOS® Application
displayed.

Fig 4.1‑1: Status of BizOS® Application Prerequisites.

BizOS® Server Installation Instructions

► Start the Installation of the BizOS® Server by Clicking
on “Install” link and follow the onscreen instruction.

Fig 4.2‑1: Status of BizOS® Server installation.

►Click on the “Next” button to proceed and follow the onscreen
instructions to continue with the installation of BizOS® Server.

Fig 4.2‑2:
Welcome to BizOS® Server
Setup wizard

►Click on the “Next”
button to proceed and follow the instructions on the screen.

If u accept the terms below, click “I Agree", then “Next”. Otherwise click “Cancel”.

Would you like to create the shortcuts..?
If yes click on the check box then click “Next”.

►Click on the “Next” button to select the Folder location, where the BizOS® server application will be installed. In most
cases, the default location as on the screen (as shown below) is preferred.
This will help in case you need to contact support for help in configuring or
operating BizOS®

Fig 4.2‑3:
Select Installation
folder for BizOS® Server

►Click
on the “Next” button to for a
confirmation message. This screen only provides a way for you to go back to
your previous selection to make changes if necessary.

Note: This may take several minutes

►Click on the “Close” button to complete BizOS® Server installation

►Click on “OK”
button to exit the BizOS® installation.

BizOS® Client and Prerequisite Installations

►Start the
Installation of the BizOS® Client by Clicking on “Install”
link next to the BizOS® Client then follow the instructions on the
screen.

NOTE: You
need to install the BizOS® client on workstations belonging to

each of your connected knowledge workers in your company.

The BizOS® software
package which you had purchased came with a number of licenses. That is the
maximum number of connected knowledge workers that are allowed to connect to
the BizOS® server
at any given time from within your organization.

If you do not know how many licenses your package allows, or if you require
additional licenses,

please contact your reseller or OOPSystems support. We are here to help.

èSend us email to [email-masked] or

èvisit the support website at: HTTP://BizOS.OOPSystems.com/Support/

►Click on the “Next”
button to proceed and follow the instructions on the screen.

If u accept the terms below, click “I Agree", then “Next”. Otherwise click “Cancel”.

Would you like to create the shortcuts..?
If yes click on the check box then click “Next”.

►Click
on the “Next” button to proceed then follow the

instructions on
the screen.

►Click on the “Close”
button to complete the BizOS® Client
installation.

►Click on “OK”
button to close the BizOS® Client
installation.

Now you have
successfully installed BizOS®.

You will see a
screen like the one shown below. You can exit the BizOS® installer
software by clicking on the close link at the bottom right corner of your
screen.

Note:
To Uninstall the application click on the link “UnInstall”.

If
the user unknowingly skips some mandatory settings while installing, you can
accomplish the same through the link “REPAIR”.

If you are
installing on a client workstation, you are done, and no further steps are
needed.

If you are
installing on the server machine: After clicking on the “Close”
button, the BizOS® Server Configuration will automatically be
launched.

Please read the next
section for

BizOS® Server
Configuration.

BizOS® Server Configuration

NOTE: The BizOS® server
configuration should only be performed by one person (the system administrator)
in your company. And it is performed only once on the BizOS® Server
machine.

The BizOS® Server needs to be
configured with basic information about your company. Please complete the
following steps to configure the server for your organization use.

Once BizOS® Server installation
is completed successfully, you will automatically get the following
registration form,

Here the system
administrator has two options:

1. Legalize your
company’s BizOS® site installation by
filling up the Registration form then submitting it.

Note:   this step
requires a Valid Security Key

2. Use the 90 day free
trial version of BizOS®. You will be
reminded to register each time you log into the system.

The Admin Tool
provides options for configuring organization level parameters for business
use. You can launch the admin tool from

“Start Menu\All
Programs\OOPSystems\BizOS”.

When the Admin Tool
is used for the first time, the BizOS® system administrator
needs to set a password for using the Admin Tool. The Admin tool allows the
configuration of vital business and accounting information. This password is
added for the security of your company’s data. Proper care must be taken
so that this password is available only to the designated system administrator.
Please remember this password. OOPSystems can not recover it for you.

Fig 6‑2: Setting the Admin Tool Password

If the software is
being used for the first time or a trial version of BizOS® Software is being used, the administrator will see a
reminder (as illustrated below) regarding the status of the software.

Fig 6‑3: Trial Version Reminder

èTo continue using
the software as a trial; please click on the “Remind Me Later”
button to proceed.  This is the recommended
action for first time use by a system administrator. In case you needed to
start the installation over. This way, you will not invalidate your license
key, which is useable only once.

Fig
6‑4: Enter the License Security Key

èTo legalize your copy of BizOS® application, please click

on the “Click here To Register” button and fill up the
Registration form then submit it (as shown below).

Wait until you get
“Activation Successful and Rerun BizOS® Admin tool” Message.

Run the BizOS® Admin tool again and follow the BizOS® Server Configuration wizard screens as described below.

When the Admin tool
is being used for the first time, a wizard will appear which will help you to
configure your software. A welcome screen will appear.

►Click on the “Next”
button to continue.

NOTE: All details required by the wizard are
mandatory.

Your
company Name
and Logo
need to be configured first.

Please
Enter the Organization Name in the space provided. Then select the organization
Logo by clicking on the

“Upload
File” button and click on “Open”
in the file dialog box that appears. The steps are shown below:

Fig 6‑6: Configuring Organization Details

►Click on the “Next “button to
continue.

At least one main address for the organization needs to be

entered. In case the Country,
State or City details for the organization address are not found in the options
provided on the screen, the “<Add New>” Option can be
selected for each field that allows for the addition of such data.

Fig 6‑7: Configuring Organization Address

►Click on the “Next” button to
Continue.

The main accounting currency and the financial year for the   organization need to be configured
next. The accounting start date can be any date within the current financial
year. The start of the accounting period will be calculated as of this date.

Consult your
accounting department or your accountant for this information.

Fig 6‑8: Configuring Accounting Parameters

►Click on the “Next” button to
Continue.

The next screen of the organization setup wizard provides a list of ledgers for
accounts that are created and provided by default with the application. You can
enter the opening balances for these accounts as well as the nature of the
opening balances as provided by your accounting department.

It is advisable
that, if you do not know these accounting details, to stop here and
bring a representative from your accounting department to help you in this part
of the configuration.

In the case when you
do not have any preference with regard to any of these settings, you can leave
them at their default values.

Fig 6‑9: Configuring Opening Balances

►Click on the “Next” button To
Continue.

You will be
presented with a screen that allows you to configure the first user of the
system. You will have a chance later to create many users for the various
functions within your business.

At least one user needs to be
created to access the BizOS®   client application.
More users can be created later through the BizOS® Admin Tool. All permissions for the users can also be
modified later.

Fig 6‑10: Configuring User

►Click on the “Next” button to
Continue.

If all the required details have been entered, a confirmation message will be
shown.

►Click on the “Finish” button to
complete the initial configuration of the BizOS® server for use by
your company.

BizOS® Client Configuration

Run the BizOS® Client Application on any of the client

workstations. You can find a shortcut for this on the desktop.

Some larger
organizations require multiple BizOS® server
installations. Thus, the first time you run the BizOS® Client, you need to configure it to connect to an
appropriate BizOS® Server. In most
cases there is only one server.

►In the dialog box below, select the server which
your system administrator has configured if it can be seen from the list. Or
simply type the server name. Please check with your system administrator for
the correct server name.

The text
“\OOPDB” added after the server name indicates that this is a BizOS® Server. If the
server name is being typed into the box, then adding the text
“\OOPDB” is not necessary.

Fig 7‑1: Configuring Server Connection
for Client

►Click on the “Add” to add the server
to your list of configured servers.

Upon Successful
addition of the server you will see a confirmation box.

►Then click on the “Close” button in
the main dialog box.

If you are using a
trial version of the software, you will receive an information message as below
indicating the length of trial period left.

If your system
administrator installs a valid license, this message will not appear.

To
acquire additional licenses

Contact
your local reseller or

OOPSystems
at HTTP://BizOS.OOPSystems.com

Fig 7‑3: Trial Version Information
Message

Now
you can log in to the application using the user name and password your system administrator
had configured in the administration tool.

When
you start BizOS®,
you are first presented with the login screen. In here you need to enter your user ID and
your password.
You also need to choose which BizOS® Server to
which you want to connect. This is necessary for large installations with
multiple BizOS servers.  All of the
items above can be obtained from your BizOS administrator before the first time
you use BizOS.

Fig 7‑4: Logging into the Application

If
you are the administrator for the site, please take notes of the name of the
machine on which you had installed the BizOS®Server Software.

Also, all machines
sharing a single BizOS®
server
will need to be on the same network. Make sure your server setup has been
performed correctly. Also make sure that the firewall on the server is setup as
per the instructions described in that section. If you encounter any problems
in this or any other task while deploying BizOS® in your company,
please contact OOPSystems.

You
can contact OOPSystems support by

è Sending E-Mail to [email-masked]
or

è Visit our support
website at      HTTP://BizOS.OOPSystems.com/Support/

Then
you need to choose the language in which you are most comfortable to work.

►Click on “Login” To Continue.

Fig 7‑5: Application View on First Use

Other BizOS® Configuration Options

Server Options

In
addition to the above discussed items there are other Server related
configuration options that can be set.

The
steps below are common to all the options discussed below.

►Run
the BizOS®
Admin Tool.

►Enter
the Admin password that you have entered during the initial configuration. The
screen is illustrated below.

Fig 8‑1: Admin Tool Password Check

Document Settings

►Select
the “Options”
menu from the drop down menu that appears,

►select
“Document
Settings”. You should see a screen as shown below.

Fig 8‑2: Configuring Document Settings

You can configure
the format of how dates would appear on your printed documents. Select an
option from the select list provided and review the sample date.

You can also
configure how you would like your Document numbers to appear. A document, in
the order processing module of BizOS®, is a document such as a sales order, a purchase
order, a quote, an invoice, etc. Documents can be customer or supplier related.
The application adds some characters and the date of the document. Then it uses
a running index of numbers for successive documents. Please select the length
of this index. Also, by default, users cannot edit the document numbers. Select
the check box to allow the individual users to edit the document numbers. This
depends on your individual company policy.

Users and Permissions

You can create
more users using the BizOS® Administration Tool.

►Select the “Options” menu. Then from
the drop down menu that appears, select “Users and Groups”.
You will see a tab-based form appear such as the one below.

►Click on the “Create user” tab to
see the screen as shown below:

Fig 8‑3: Creating a New User

As
part of creating the user, you can set the user name and password, link to an
employee (created using the client application) and the user group to which the
user will belong.

►When
you Click the “save”
button, the user will be created with the default permissions. These defaults
came from the user group which you assigned to the user.

If
you need to change the permissions for this specific user, just follow the
instructions below.

►Click
on the “User
Permissions” tab to set the user permissions.

►In
the “User
ID” list, select the user for whom you wish to change
the permissions.

►In
the grid that appears below, select or deselect the
various permissions available, as appropriate for the current user to allow
them to perform in his / her job role.

Fig 8‑4: Setting User Permissions

You are now ready to use BizOS®.

Please remember
that, if at any time you require help from OOPSystems to install BizOS® , configure BizOS® for the first time or to operate BizOS® , OOPSystems Support Personnel are standing by. We are
here to help.

You can contact
OOPSystems support by

è Sending E-Mail to [email-masked]
or

è Visit our support
website at      HTTP://BizOS.OOPSystems.com/Support/