QuantaFlow - Demo Release 1.3v6 fat USA/FRANCE
Copyright ã1994 by SUMERIS Technology.  All Rights Reserved.

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SUMERIS Technology

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Chanhassen, MN 55317	94420 Le Plessis-TrÝvise
USA	France	
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info@SUMERIS.COM
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Installing QuantaFlow
 FAT Demo Version 1.3 
 for NeXTâ Computers & Intelâ Processors
 Country Versions enabled: USA & France

The SUMERIS TM Accounting System is a series of seamlessly integrated modules providing real-time accounting and business  management software. 
It runs on all computer platforms using the NeXTSTEPâ operating system. 
Designed in a multi-threaded client/server architecture, it supports multiple network users and distributed information is made available to all client applications anywhere in a network. 

QuantaFlow is the central module of the SUMERIS Accounting System. It includes two NEXSTEP Applications as well as the QuantaServer server. Subsequently, the term QuantaFlow  will be used to refer to these programs as a whole:

1-QuantaFlow  is the main application. It is the one you will most frequently use. In this version QuantaReport, is integrated in the QuantaFlow application menu. This is the module you will  use to create or modify the reports. 

2- QuantaAmin  is the application used to manage databases creation and to perform other administrative tasks. It is used, for instance, to create a new company accounting, add users,  and start or stop the server.

3-QuantaServer  is the database server. It is located inside the "app-wrapper" (folder) QuantaAdmin.app. It is started and stopped by QuantaAdmin.

The installation procedure is completed in 2 steps and will take just a few minutes.
You will need about 8 Mb of disk space for the Applications and about 1 Mb for tha database.

1- Installing the applications on your hard disk
2- Launching QuantaAdmin and Creating the Main Database

Creating a new accounting database requires a few more steps. A "Demo Company" and its database are already set up for you, so you don't need to go through steps 3 and 4.

3- Setting up Security
4- Creating an Accounting Database

IMPORTANT DEMO INFORMATION
The demo version supports all the features of the full version, but:
	· You cannot print QuantaReport documents (you can still print QuantaFlow reports). 
	· The database demo version will not expand as more disk space is needed; therefore, you cannot create more than a predefined amount of information. Also, your database access is limited and you will not be able to open more than 2 accounting databases/companies at once; if you try to do so you will get a Server message like "no_such_table". If QuantaAdmin & QuantaFlow are running at the same time (anywhere in the network, if you have one), quit QuantaAdmin so that more than one company may be simultaneously opened within QuantaFlow.

1- Installing the Applications on your Hard Disk

The fat demo version of QuantaFlow runs on all NeXTâ Computers and all computers running NEXSTEP for Intel Processors. It is composed of  5 files as folows:

1- Installation.rtf, which is the file you are reading
2- About_QuantaFlow.rtf
3- QuantaAdmin.app.compressed
4- Reports.compressed
5- QuantaFlow.app.compressed

You need at lead QuantaAdmin.app.compressed and QuantaAdmin.app.compressed to properly run QuantaFlow on your computer.

Copy the compressed files QuantaAdmin.app.compressed, QuantaFlow.app.compressed and Reports.compressed from your media to the hard disk of your computer. 

A suitable place for QuantaAdmin.app.compressed, and QuantaFlow.app.compressed could be /LocalApps if the accounting is to be shared by several users, or the App folder of your home folder. In any case, they should be located in a path that is recognized by the Workspace application.

You may want to copy the Reports.compressed file into /LocalLibrary or into your home ~/Library folder.

Then double-click on the compressed files you just copied (which are now located on your computer's hard drive): QuantaAdmin.app.compressed QuantaFlow.app.compressed and Reports.compressed. In doing so, the Workspace inspector will prompt you to Decompress them. Click on the Decompress button of the Workspace inspector.

Once the decompressing process is done, you will find the applications mentioned above: QuantaFlow.app, QuantaAdmin.app and the Reports folder containing some QuantaReport report examples.

2- Launching QuantaAdmin and Creating the Main Database.

NOTE: Re-installing QuantaFlow
If you have already installed an earlier demo version of QuantaFlow on this machine, or if you want to re-install QuantaFlow, you should destroy or rename your old database file (with the ".qdbd" extension). Alternatively, (or if you don't known where the ".qdbd" database file is located) login with the same NEXTSTEP user's name you used when you installed QuantaFlow the first time, launch the Terminal application located in the  /NextApp folder, and at the prompt, type in the command:
dremove Quanta qdbdPathname 
and press return.

If your system configuration is part of a network, make sure you launch QuantaAdmin.app on the Server Machine. The server machine is the computer on which the QuantaServer database server will be running. For more efficiency, the Main Database, as defined later on, should also be located on the server machine.

On the server machine, double-click on the QuantaAdmin.app icon. The application will unsuccessfully try to connect to a previously started QuantaServer. In the alert panel which appears after a few seconds, choose the install option, by pressing the Install button.

A Save Panel, similar to the one used when you save a file on disk, asks for the name and location of the Main Database. Again, it is recommended that this file be located on the server machine.

Another Panel will ask you to choose your Country Version. Indeed, QuantaFlow is not only localized by language, but also by country, to accomodate country specific accounting procedures. By default, choose United State by pressing the OK button.

A Login Panel appears. Enter qa as a user's name and press return twice (there is no password) or press the Connect button.

Note about Restarting the Server
Each time you turn off the server machine, or when you explicitly ªStop the Server and Quitº from QuantaAdmin, the server process is properly terminated. The next time you use QuantaFlow, you must first launch QuantaAdmin in order to restart the server. If the QuantaFlow database was properly installed you will get a Server Alert Panel prompting you to ªStart the Serverº. To avoid permission conflict, the (NEXTSTEP) user who does so should be the same user who installed the database the first place.

Note: QuantaFlow is now fully installed. The next steps are needed if you want to create a new company and database accounting. You  may want to skip them (and use the "Demo Company" provided as an example) and launch QuantaFlow.app now.
 within QuantaFlow, please read the Getting Started on-line help.
Use the  Info/Help... menu command or Command-? or Ctrl-Click on a window to get the context sensitive help.

3- Setting up Security

After registering QuantaFlow, the Company List window is brought to front. This window provides the list of all company accounting databases in your system and is used to administrate server related tasks like access permissions.

The server is protected from access by a list of  user names (logins). This list contains all the users who are authorized to access the server. 
In addition, since each company has its own accounting database, each company/database has its own user list and permission rules. In this release, all users have the same set of permissions.

Initially, there are two users (logins) in the server access list : "qa" and "guest". They both have an empty password. 
"qa", also called the Quanta Administrator, is a special, super-user who is not subjected to the database security system. It is granted all privileges and has access to all databases.
If you need to protect the access of your accounting, you should consider removing the "guest" entry, and change the qa's password.

Choose the Security-Server Access Control List... menu command  to examine the server access control list. You can remove, add new users or change user passwords with the buttons provided at the bottom of the User List window or you can use the corresponding menu commands.

Changing a Password
IMPORTANT: Make sure you remember the password: if you loose it, there is NO WAY you can retrieve it.

To change the qa's password, select the row of the "qa" entry in the User List window by clicking once on "qa". This enables the Change Password button at the bottom of the window. Pressing the Change Password button brings up a panel in which you can enter the new password. A second panel asks to confirm the new password. Re-enter the new password. The change will be accepted only if both entries are identical.

Creating a New User
To add a new user (login), press the New User button. Enter its name and initial password in the panel that appears. Then, press OK, and enter the password again. The new user will be created only if the two passwords are identical. The new user can now be added to any of the company accounting database access lists.

Company Access Control List
Select the Company List window (you can  bring it to front with the Company-Company List menu command or by pressing Command-C). 
Initially, there is already one accounting set up for you as an example: it is called "Demo Company". To select this company, click once on the row "Demo | Demo Company" on the upper left of the window. Detail information regarding this company is found in the lower portion of the window, and fiscal-year related information is found on the right.

After selecting this company row, you can examine its access list by choosing the Security-Company Access Control List... menu command (or Command-U). The panel titled User access to Demo Company lists all users authorized to view and modify this company's accounting.
By default, there are two users in the list: "Admin" and "Everybody". 
"Admin" is the name of the administrator of the selected company accounting database. 
"Everybody" is a special user name which stands for all user (logins)  found in the server access list. This means that anybody that can log into the server have access to the company database, regardless of whether its name is in the company list.
If you want to restrict access to a few users from the server access list, you should remove this user. To do so, select its row by clicking "Everybody" in the company access panel and press the Remove User button at the bottom of the panel.

To add a user to the company access list, press the Add User button.

4- Creating an Accounting Database

You can create as many accounting databases as you want. You create a new accounting database each time you create a new company. 

Creating a New Accounting
To create a new company/accounting, select the Company List window (Company-Company List menu command or Command-C) then press the New Company button at the bottom of the Company List window. Fill out the form and press the Save button. 
A new accounting database will be created: each accounting owns its own accounting tables: Chart of Accounts, Subsidiary Accounts, Books etc...

Creating a New Fiscal Year
Upon completion, you are asked to enter the first fiscal-year period. QuantaFlow is very flexible in terms of accounting periods: you may choose a fiscal-year of any length and break it down into any number of periods.
In the New Fiscal-Year panel, enter the Open Date and Close Date of the first fiscal-year, then press OK. 

Note	
Thereafter, you will not be able to open fiscal-year periods prior to the first fiscal-year just entered. All consecutive fiscal-years created will have to follow a chronological order. 

In the Periods panel which appears soon after, you may want to change the number of periods or accept the default monthly breakdown by pressing the Close Window button at the bottom of the panel.

You can now start QuantaFlow.app
 within QuantaFlow, please read the Getting Started on-line help.

Use the  Info/Help... menu command or Command-? or Ctrl-Click on a window to get the context sensitive help.

ã 1994 SUMERIS Technology. All rights Reserved
SUMERIS and SUMERIS Technology are trademarks of SUMERIS Technology.
NeXTSTEP and NeXT are registered trademarks of NeXT Computer, Inc.
Intel is registered trademark of Intel Corporation.