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DataTier : Calendar User's Guide, Version BETA .01 DATATIER - CALENDAR USER'S GUIDE VERSION : BETA RELEASE .01 DataTier Software Copyright 1993 Daniel F. Senatro All Rights Are Reserved. DataTier : Calendar User's Guide, Version BETA .01 SOFTWARE LICENSE AGREEMENT This is a legal agreement between you and DataTier Software. If you do not agree to the terms of this agreement, promptly cease using this software or if you have obtained a copy thru registration return all documentation and disks to the place you obtained them for a full refund. WARRANTY THE SOFTWARE AND RELATED DOCUMENTATION ARE PROVIDED "AS IS". DATATIER SOFTWARE DISCLAIMS ALL WARRANTIES RELATING TO THIS SOFTWARE, WHETHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AND ALL SUCH WARRANTIES ARE EXPRESSLY AND SPECIFICALLY DISCLAIMED. NEITHER DATATIER SOFTWARE NOR ANYONE ELSE WHO HAS BEEN INVOLVED IN THE CREATION, PRODUCTION, OR DELIVERY OF THIS SOFTWARE SHALL BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL, OR INCIDENTAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE SUCH SOFTWARE EVEN IF DATATIER SOFTWARE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR CLAIMS. IN NO EVENT SHALL DATATIER SOFTWARE LIABILITY FOR ANY DAMAGES EVER EXCEED THE PRICE PAID FOR THE LICENSE TO USE THE SOFTWARE, REGARDLESS OF THE CLAIM. THE PERSON USING THE SOFTWARE BEARS ALL RISKS AS TO THE QUALITY AND PERFORMANCE OF THE SOFTWARE. This agreement shall be governed by the laws of the state of Connecticut and shall insure to the benefit of DataTier Software and any successors, administrators, heirs and assigns. Any action or proceeding brought by either party against the other arising out of or related to this agreement shall be brought only in a STATE or FEDERAL COURT of competent jurisdiction located in Hartford Count, Connecticut. The parties hereby consent to in personam jurisdiction of said courts. COPYRIGHT This software is licensed to you, for your own use. This is copyrighted software. You are not obtaining title to the software or any copyright rights. You may not sublicense, rent, lease, convey, modify, translate, convert to any other programming language, decompile, or disassemble the software for any purpose. <i> DataTier : Calendar User's Guide, Version BETA .01 T A B L E O F C O N T E N T S 1. INTRODUCTION Features... 1 Licensing & Questions... 2 2. GETTING STARTED Hardware Requirements... 3 Distribution Files... 3 Installation Of Software... 3 Starting The Program... 4 A Tour Of The Program... 4 3. SETTING UP YOUR OWN CALENDAR Setting Up Your Calendar... 9 Picking Your Own Calendar Format... 10 4. LEARNING THE BASICS Basic Control For Calendar... 11 Menu Options For Calendar... 11 Menu Options For DATATIER... 14 5. SETUP OPTIONS General Setup... 18 Calendar Setup... 20 6. WHAT IS DATATIER? Features... 21 Examples... 23 <ii> DataTier : Calendar User's Guide, Version BETA .01 1. I N T R O D U C T I O N FEATURES Welcome to the DataTier Calendar & Filing Program! There are many calendar programs on the market so why choose DataTier? Unlike most calendars which store only appointment entries, DataTier allows you to record additional information on each appointment or meeting. Better yet you can recall and display all previous entries with the same person, client, or event. As an example you may have meetings at various times each year with a client "John Smith" and you record what occurred. You can then call up "John Smith" at any time and see a list of all the previous appointments with him as well as view or print what happened at each or all visits. The intent of DataTier Calendar is to allow the tracking of daily events in an easy to use program either at home or in the office. Here are some of the key features you will discover: - More then one user calendar can be created and accessed. - Messages can be sent between calendars. - In addition to storing information by time of day a Note or Special Event can be attached to a given day. - This program can be installed on a Novell Network to allow shared access of calendars. - Various Format options can be chosen depending on your calendar needs for time increments, numbered events, and types of additional information linked to an appointment. - Printed reports are available for both Dot Matrix and Laser Printers. - Ability to Cut, Copy, and Paste appointments with all attached information to any time and date. - All screens use window like displays for ease of viewing. - Simple Menu and Guides are always in view. - User Definable Table of common used appointment names. - User Definable Help screens. - Use of either Mouse or Keyboard. - With the Optional Full DataTier program you can customize a variety of Formats and Reports. <1> DataTier : Calendar User's Guide, Version BETA .01 DataTier Calendar is just the start. In the months to come other DataTier products will be introduced to assists you at home in such tasks as a Home Inventory of your possessions, a Family tree, and a place to keep your recipes. In the office to keep information on the people in your organization and keeping track of daily or project tasks. All these products are designed around DataTier and integrate together. It is possible with the full Datatier program to create your own custom information managing applications. The last section of this manual will cover more about the abilities of the DataTier System. LICENSING & QUESTIONS Registration - This program and User Guide have been released for distribution to you or to copy and share with friends or co- workers. You have been given the chance to sample the DataTier Calendar without risk! If you find that this program is a valuable product then please consider registering for DataTier-Calendar 1.0 release. The introductory fee for each registered DataTier-Calendar copy is $25..... So why bother to register? BECAUSE ALL PROCEEDS FROM DATATIER-CALENDAR WILL BE DONATED TO CHARITIES INVOLVED WITH HELPING CHILDREN. In addition all registered users will receive: - Latest version with a printed manual. - Notifications of new releases. - Discounts on other DataTier Software products. - Free support for a year. - The DataTier Newsletter. If you have any questions about this program or the DataTier system please contact me, Dan Senatro, at the following address : DATATIER SOFTWARE 160 South Road Portland Ct. 06480 Att: Daniel Senatro Phone : 203-3425708 Fax : 203-3425708 CompuServe ID : 71674,1735 If you wish to register please make checks or money orders payable to DataTier Software and send to the above address. <2> DataTier : Calendar User's Guide, Version BETA .01 2. G E T T I N G S T A R T E D This section will help you get started with this program. You will be guided through a brief tour of the Calendar program. Many of the options will be covered in the next section. HARDWARE REQUIREMENTS - IBM or Compatible - DOS 2.1 or higher - 512K of memory or greater - Optional: Printer (HP laser Compatible or Dot Matrix) DISTRIBUTION FILES This version is contained in a file named DTCAL1B.EXE which has embedded the following files archived within it: CALENDAR.DOC : This document contains the user's guide. DATATIER.EXE : The executable Datatier/Calendar program. DT-HELP .DAT : Help text. DT-HELP .IX : Index to Help text. FORMAT .DAT : Formats used for display and reports. FORMAT .IX : Index to Format data. READ .ME : Brief getting started information. SAMPLE .DAT : Sample Calendar data. SAMPLE .IX : Index to Sample data. SETUP .DAT : Contains the initial Setup information. You may want to copy DTCAL1B.EXE into a sub-directory on your hard disk or onto a separate diskette if you don't have a hard disk prior to installation of the program as a backup precaution. INSTALLATION OF SOFTWARE : - If you're running the program on a diskette, use the backup copy. - If you're installing the program on a hard disk (assuming C drive) go to the C:\> prompt on the DOS command line and type: - MD DATATIER and press Enter key - Type CD DATATIER and Enter - Type COPY A:*.* and Enter - Type DTCAL1B and Enter The above instructions will result in the creation of a sub-directory called DATATIER. Contained in this sub-directory is the DataTier Calendar program called DATATIER.EXE and all related files. <3> DataTier : Calendar User's Guide, Version BETA .01 TO RUN THE DATATIER PROGRAM Obtain the Dos prompt : A:> (for diskette) or C:> (for hard disk) If using a Diskette from the A drive to run the program : - Insert DataTier diskette in drive A - Type DATATIER and press Enter key or from a hard disk : - Type CD DATATIER and press Enter key - Type DATATIER and Enter key A TOUR OF THE PROGRAM After starting the program as outlined above the following screen should appear: DataTier Calendar & Filing +----- SAMPLE January 1993 -----+ MENU AREA | SUN MON TUE WED THU FRI SAT| +-DATE/TIME--+ | 29 | 30 | 1 | 2 | 3 | 4 | 5 | | 1/14/1993 | +-CALENDAR-+ | | | | | | | | | 8:03PM | | CALENDAR | |----|----|----|----|----|----|----| +------------+ | COMPARE | | 6 | 7 | 8 | 9 | 10 | 11 | 12 | | CHNG.CAL | | | | | | | | | | CREATE | |----|----|----|----|----|----|----| | EXIT | | 13 | 14 | 15 | 16 | 17 | 18 | 19 | +----------+ | | | | | | | | |----|----|----|----|----|----|----| | 20 | 21 | 22 | 23 | 24 | 25 | 26 | | | | | | | | | +--Guide---+ |----|----|----|----|----|----|----| | CALENDAR | | 27 | 28 | 29 | 30 | 31 | 1 | 2 | | F1-Help | | | | | | | | | | F2-Menu | |----|----|----|----|----|----|----| | F3-Mn/Yr | | 3 | 4 | 5 | 6 | 7 | 8 | 9 | | | | | | | | | | | | PgUp/Dn | +- PgUp | PgDn --------------------+ |Enter-Sel.| | End-Exit | +----------+ The program always starts with a display of the current month and the day highlighted (as long as your computer was set correctly : check Dos manual for how to set Date and Time). <4> DataTier : Calendar User's Guide, Version BETA .01 At any point in the program the display always shows a "MENU" selection of options you can choose. Under the "MENU" is a display called "Guide" which always shows the special keys available for each current display on the screen. As stated earlier one of the main goals is to provide a user friendly environment ... especially for those of you who might just be getting started with computers or to those of you like me who never like to read the manual! Lets go thru some fundamentals: - Move to a Different Day- Use the arrow keys to position cursor on another day or use the mouse to position over the day desired and click the left button. - Move to a Another Month- Use the Page Up or Down keys, or move cursor with the mouse over PgUp or PgDn area and press left button. - For Help- Press the function key F1 to pop up a help window. Use Page Up and Down keys to look at a different page of help. Press Escape key to Exit Help. Lets make a calendar entry: - Position on the desired day and press Enter key or click Left button of mouse once if day is already highlighted or twice if day not highlighted. - The following Window appears: +- 1992/12/14 Monday ------------------------------- + | | | +-----APPOINTMENT - 1/2 Hr- -----+ | | +---------CALENDAR NOTE----------+ | | | +---------SPECIAL EVENTS---------+ | | | +------------MESSAGE-------------+ | | | | | | | | | | | +--------------------------------+ | | | | | | | +-----------------------------------------------------+ - As you can see there are four types of entries that could be made on a given day. Other format options are available. <5> DataTier : Calendar User's Guide, Version BETA .01 - Next use the arrow Up and Down to highlight the desired action. - In this case highlight APPOINTMENT and press Enter and the following Window will appear: +- APPOINTMENT - Hr pg 1 of 1 ------------------+ | | |AM 8:00 8:30 | | | | 9:00 Dentist 9:30 | | | | 10:00 10:30 | | | | 11:00 11:30 | +- PgUp | PgDn ----------------------------- F5 : Table -+ - Again the arrow keys or mouse can be used to select the time you wish to make an entry. - Type in an entry into one of the time periods (you will learn how to set up a different time breakdown in the next section). OR Press F5 key and a table of commonly used appointment names appear. Either select one or again press F5 to allow you to add a new entry to the table. What is unique to this program is the ability to now record information about this appointment. - Press the F2 key and the following Window appears: +- APPOINTMENT NOTES pg 1 of 2 --------------+ | | | Teeth cleaned and check up. | | | | | | | | | | | +- PgUp | PgDn -----------------------------------------+ - Type in any note you may want to refer to in the future. - PageUp and PageDn allows use of another page to type. - When finished press End key to get back to APPOINTMENT screen and again press End two more times to back up to the original Calendar. Note now the mark on the selected day indicating an entry was made. <6> DataTier : Calendar User's Guide, Version BETA .01 Next lets take a different look at the information in the calendar. - Press F2 to get to the Main Menu - Use arrows to highlight EXIT and press Enter key. - From the menu that now appears select DATATIER and press Enter. - The following screen will now appear indicating all appointments that have NOTES attached. +----------------------- Sample ------------------------+ |Sample | | - 1992/12 | | - 1992/12/10 Thursday | | - 1:00 Quality Meeting+ | | - 1992/12/14 Monday | | - 9:00 Dentist+ | | - 1992/12/22 Tuesday | | - 8:00 Staff Meeting+ | | - 1993/ 1 | | - 1993/ 1/ 5 Tuesday | | - 8:00 Staff Meeting+ | | - 1993/ 1/14 Thursday | | - 11:00 Dentist+ | | - 1993/ 1/21 Thursday | | - 9:30 Quality Meeting+ | | - 1993/ 1/26 Tuesday | | - 1:00 Staff Meeting+ | | | | | | | +- PgUp | PgDn -----------------------------------------+ Now lets pick out the Staff Meeting appointments: - Next from the Menu select FIND and a sub-menu appears - Select PICK and in the screen that appears type Staff then Enter. At this point all previous dates and times a Staff Meeting was held now appears: +----------------------- Sample ------------------------+ |Sample | | - 1992/12/22 8:00 Staff Meeting+ | | - 1993/ 1/ 5 8:00 Staff Meeting+ | | - 1993/ 1/26 1:00 Staff Meeting+ | | | <7> DataTier : Calendar User's Guide, Version BETA .01 You can now view the information in any one of the appointments: - From the Menu choose SELECT. Now use arrows to move from one appointment to another. - Select the one you want by pressing the Enter key once you have highlighted it. The screen of the NOTES information now appears. You can view the information or even change the content. - When finished, press End. - From the Menu select EXIT. - From this screen select CALENDAR or EXIT to exit program. Here we are back at the calendar. This was a brief trip but should be enough to get you started once you set up your own Calendar. This a discussion of the other features are outlined in the next section. <8> DataTier : Calendar User's Guide, Version BETA .01 3. S E T T I N G U P Y O U R O W N C A L A N D E R F O R M A T This section describes how to pick from the various types of calendar formats provided for you. SETTING UP YOUR OWN CALENDAR In the last section we used a calendar called SAMPLE. The following steps allow you to make a calendar for yourself: - Begin the program by inserting the program diskette in Drive A: or by going to the sub directory on the Hard Disk where you stored the program. - Type DATATIER and press Enter which brings up the Main Calendar screen as illustrated in the previous section. NOTE: The Date (Month & Day) that is highlighted reflects the Date currently set in your computer. - Either: - Press the function key F2 to pass control to the CALENDAR menu. - Use the Down Arrow to move down to the menu option called CREATE and press Enter. Or: - Move mouse cursor on the CREATE option in the CALENDAR menu and click left button. - A screen now appears asking you to type in: - The name you want to call the physical file. - The descriptive name you wish to see each time you run this program. - When complete, press End Key. Once you exit this program and run it again, the name SAMPLE still appears. Following the next steps will change program to start with your calendar: - Start program. - Select menu option EXIT and the Main DATATIER Menu appears. - Select menu option SET UP and the first Set Up screen appears. - Press the PageUp Key to bring up the second Set Up screen. - On the first line, type over the file name of SAMPLE with the name you used earlier for your calendar. - Press End to return to DATATIER menu. - Select EXIT option if you want to quit program or select CALENDAR to bring up the Calendar part of the program. <9> DataTier : Calendar User's Guide, Version BETA .01 PICKING YOUR OWN CALENDAR FORMAT The first step is to make changes to your calendar format. To do this : - Select EXIT from the menu in the CALENDAR. - From the DATATIER menu that now appears select SETUP. - Use PgUp to go to the second page that deals with calendar setup information. There are three key fields required to specify how your calendar will operate : FORM FOR A MONTH : The name placed here describes the format used for recording the number of events logged on a given day and for a given month. The program makes use of this information for whether or not to place an indicator next to a day to show something was entered. The value in this field should stay set to : MONTH ACTIVITY : The only allowed value for this field. PLEASE DO NOT ALTER. FORM FOR A DAY : The name here will tell the program what types of forms you want to keep on a given day such as a APPOINTMENT or NOTE. DAY - Item : Will allow itemized list of appointments. DAY - Hr : Day is broken into one hour intervals. DAY - 1/2 Hr : Day is broken into half hour intervals. FORM FOR AN APPOINTMENT : The name tells the program what other forms will be in use when more information should be recorded with a given appointment. NOTES : Allows note screen to record appointment information. MEETING : Allows meeting objectives and results to be recorded with each appointment. NOTE : The above names need to be entered EXACTLY as written above, including capitalization and spaces. If none of the above exactly fit your needs, you may wish to contact me to add other combinations in future versions or consider the full DATATIER program which allows customizing of fields and forms. <10> DataTier : Calendar User's Guide, Version BETA .01 4. L E A R N I N G T H E B A S I C S This section will acquaint you with how to set up your calendar and how to use the features in this program. BASIC CONTROL FOR CALENDAR The following are basic to all parts of the program: - At any point in the program the screen called DIRECTIONS describes the actions available. - Pressing F1 brings up Help screen. End key will exit Help. If more then one Help page, use Page Up or Down Keys. - When using a mouse, left button is used for selections. - Pressing F2 returns control to the Menu or moving the mouse cursor onto one of the menu selections and click button. The following are basic to the Calendar screen: - Arrow keys are used to position on new selected day. - Page Up and Down bring up previous or next month OR use mouse to click on the PgUp or PgDn area in lower left month display. - Use F3 key to bring up a screen that asks for a new month and year. Once typed, press End and this new month and year will appear. MENU OPTIONS FOR CALENDAR This section will describe each menu option and how to use each. CALENDAR : Transfers control of program back into the month display. - Only functions when control is in the menu. If using a mouse, move cursor and click on desired day. COMPARE : Used to Compare more then one calendar. - Used if you are working with more then one calendar. See CREATE option for how to add additional calendars OR refer to the section on Network Use if multiple calendars are in use on a network. - First select the Day and Month you wish to review. Move to menu and select COMPARE; the following should appear: <11> DataTier : Calendar User's Guide, Version BETA .01 DataTier Filing & Reporting +------ Dan January 1993 -------+ MENU AREA | SUN MON TUE WED THU FRI SAT| +-DATE/TIME--+ | 1 | 2 | 3 | 4 | 5 | 6 | 7 | | 1/14/1993 | +-CALENDAR-+ | | | | | | | | | 9:31PM | | CALENDAR | |----|----|----|----|----|----|----| +------------+ | COMPARE | | 8 | 9 | 10 | 11 | 12 | 13 | 14 | | CHNG.+-COMPARE-+| | | | | | | | CREA|PICK ALL ||----|----|----|----|----|----| | EXI|PICK ADD || 16 | 17 | 18 | 19 | 20 | 21 | +-MATCH CAL.-+ +------|PICK DEL || | | | | | | |ANDY | | REVIEW ||----|----|----|----|----|----| |BILL | | EXIT || 23 | 24 | 25 | 26 | 27 | 28 | |DAN | +---------+| | | | | | | |MARY | - The screen area titled MATCH CALENDARS will first appear blank. - Also note a sub-menu called COMPARE. We will now review these options: PICK ALL : Will select all of the available calendars for the comparison. PICK ADD : Pops up a screen that you can look through and pick the calendar you want. Repeat selecting this option for picking other calendars. PICK DEL : Allows the deletion of calendars from the MATCH CALENDAR screen. Move arrow until selection is highlighted and then press Enter. REVIEW : Once the desired calendars are shown in the MATCH list, select this option. Move arrow up or down to pick the calendar. Press Enter and the appointment list for the selected calendar appears for your review. Press End and repeat process to look at other calendars for this particular day. EXIT : Exits from this sub-menu. CHNG.CAL : Allows the switching from one calendar to another. - When option selected, a screen appears showing all available calendars currently available listed by file name used when you created them. - Use Up and Down Arrows to move up and down the list. <12> DataTier : Calendar User's Guide, Version BETA .01 - Once desired calendar is highlighted, press Enter. - The chosen calendar now appears and is ready for review or entries. CREATE : Provides the means of adding new calendars for other family members or coworkers. - When option selected a screen appears with two fill- ins, one for a file name another for the name you want to appear when the calendar is displayed. - First enter file name then press Enter. - Next type the display and press End. - This calendar is now the active calendar. If program is restarted and this calendar should be displayed first then refer to setting up calendar above. EXIT : Exits calendar portion of program. OPTIONS WHEN MAKING AN APPOINTMENT After selecting the appointment display on a given day the following actions can be taken with the function keys: F2 : After typing an appointment pressing this key will bring up additional screens to record information about the appointment. F5 : Pressing this key will bring up a table of names you can select from for commonly used appointment names. If the name you are looking for does not exists press F5 again and you will be prompted to enter a new table name. F6 : CUT - Will move the current appointment name plus the information previously entered on the name into a holding area. F7 : COPY - Makes a copy of the name and the information entered on the name into a holding area. F8 : PASTE - Will take the name and information previously CUT or Copied and place a copy into the appointment field you are currently on. The name and information remain in the holding area for another PASTE operation or until another CUT or COPY is done. <13> DataTier : Calendar User's Guide, Version BETA .01 MENU OPTIONS FOR DATATIER Allows access to a Calendar to perform searches on prior appointments for review or reporting. To gain access to this part of the program: - Select EXIT from calendar. - The MAIN menu now appears. Select DATATIER. - A list of all calendar file names appear. Select desired calendar. The following describes the various MENU options: SELECT : Allows the selection of a calendar entry in the DataTier application window. - Once selected the top entry or the last entry used within the Calendar is highlighted. - To select an entry use the Up and Down arrows or the PgUp and PgDown keys to highlight the desired selection. Press the Enter key. Or use the mouse and Pgup : PgDn area in the lower left corner of the screen. - At this point the new window displayed indicates what Forms are available for the selected calendar entry. Use the Up and Down arrow keys to highlight the desired Form and press Enter. - Another overlapping window appears showing the Form selected. The cursor is positioned on the first input field. - Fill in or change the information in this field as desired. - The Up and Down arrow key or the Enter key when on the last row of the field will position the cursor to the next input field. If on the last input field for this Form the Down arrow and Enter key will still remain on the last field. NOTE: Within an input field the following special keys will provide added edit capabilities : Delete - deletes current character Backspace - deletes the previous character Insert - When pressed newly typed characters cause remaining characters to be shifted right. This mode is indicated by the INSERT ON message on the bottom right of the Form window. <14> DataTier : Calendar User's Guide, Version BETA .01 - To return from a selecting a Form : - To exit the inputting or editing fields press the End or the Esc key. - Exiting a Form returns back to the display of all Forms for the selected calendar entry. Pick another Form to view or edit otherwise to exit this selection again press End or the Esc key. - At this point control passes back to the DATATIER menu area. FIND : Allows information to be found in the calendar. When selected a sub menu appears with the following options: - If SORT is selected the DataTier is sorted by Folder name and re-displayed. - If PICK is selected: - You will now be asked to type a portion of a Folder name you wish to find. After typing the partial name press Enter. - A list of Folders containing this portion of a name will now appear in alphabetic order. - If SEARCH is selected: - A list of available input fields is displayed. Note: refer to FORM-REPORT for instructions on adding more pick fields. - Pick the field you want to search on. - You are now prompted for a search string. Type in the name or information you want to search for and press Enter. - A list of Folders will now appear that met the above search criteria. - If INQUIRE is selected: - A list of available input fields is displayed as indicated above. Fields from this option can be no more then one line and less then or equal to 20 characters otherwise a warning is displayed. - Select the field. - You are now asked for the search criteria. The first character you type indicates the kind of search : > Greater < Less then = Equal to * All that contain search criteria /xxxxxx/yyyyy Fall in the range of <15> DataTier : Calendar User's Guide, Version BETA .01 - After one of the above characters type the search criteria. - A list is now displayed of the resultant data along with the Folder name. - If RESTORE selected the DataTier is now displayed in it's original Form. Once finished with above selections the program returns to the SELECT option of the main menu. PRINT : Allows information within the Calendar to be printed. When selected a sub menu appears with the following three options: ONE : You are asked to select the Calendar entry you would like included when reporting information. - Use the Up and Down arrows or the Pgup and Pgdown keys to highlight the desired selection. - Use the Enter key to make the selection. - Move up and down to individually pick another Calendar entry for inclusion to the printed report. - If you make a mistake and want to unmark a previous selection move the highlight on the desired Folder and again press Enter. SUB LEVEL : You are asked to select a group of Calendar entries for printing as previously explained. The difference is that when selecting an entry with other entries indented after it all these indented Folders become highlighted for inclusion in the printed report. As previously described positioning over a previous selection will undo it and all other Folders indented Note : to print all entries just select the top entry in the calendar and all Folders become marked for print. At this point from either ONE or SUB LEVEL : - Now make sure you have the printer On, Paper loaded, and the Ready light ON for the printer. If any of these conditions are not met the program will display a warning message indicating the printer is not ready and return back to the PRINT sub menu. <16> DataTier : Calendar User's Guide, Version BETA .01 - After all Folders have been marked for print press End. - With the printer OK a window will appear asking you to pick one of the report formats. Select one and the report will be printed. NOTE: Two reports are initially included, one for MEETING and another for NOTES appointment entries. As each Folder is prepared for print you will note it no longer shows highlighting. If DATATIER option is selected this will result in a printout of the calendar entries complete with the indented structure as it appears on the screen. - Make sure printer is ready before making this selection as indicated above. - Report will now be printed. Once the report is complete you are back to the PRINT sub menu. Either repeat the above process to print another report or select QUIT from the sub menu. NOTE : You may want to use FIND option first to gather a select group of entries to print prior to picking the PRINT option. NOTE : The options ADD, CHANGE, and SUMARIZE are only usable when you are using the full DATATIER system. <17> DataTier : Calendar User's Guide, Version BETA .01 5. S E T U P O P T I O N S Allows calendar to be configured for your equipment and title preferences. In this section of the program a number of the major titles that are used as headings and on menus can be changed to words more appropriate for your application. To obtain the Setup screen first EXIT from the Calendar screen. This will bring up the DATATIER main menu. From this menu select SETUP. When in the Setup screen : - Use Up and Down arrow keys or the Enter key to move from field to field. - Fields marked with an * when you press the Enter key will bring up a list of options to pick from. - Move up and down with the arrow keys or PgUp and PgDown to view different screens. - Press Enter when desired option is highlighted. - When finished press End key to return to main program menu. The set up screen for page one should appear as follows: +-----------SET UP: GENERAL INFORMATION pg 1 of 2 -----------+ | MAIN TITLE: DataTier Calendar & Filing | | | | SUB TITLE: | | | | FORM TITLE: FORM FOLDER TITLE: FOLDER | | | | APPLICATION TITLE: DATATIER | | | | MONITOR TYPE (M/C/R): R INPUT FIELD COLOR: 112 | | | | PRINTER TYPE: HP-LASER FILL FIELD (Y/N): Y | | | | FORMS DIRECTORY: | | | | APPLICATION DIRECTORY: | | | | CASE SENSITIVE STRING COMPARISONS (Y/N): | | | +- PgUp | PgDn -------------------------------------------------+ <18> DataTier : Calendar User's Guide, Version BETA .01 The following is a description of each Setup option: Page One : GENERAL SETUP MAIN TITLE - This is the title that appears at the top of most screens. You may want to make this appropriate for your application. SUB TITLE - A title that can be used to print next to the MAIN TITLE. Optional for use. FORM TITLE - Allows the word FORM to be changed if you desire. For all occurrences it will be changed. FOLDER TITLE - Allows this word to be changed throughout program. APPLICATION TITLE - Allows the word DATATIER to be changed throughout the program. MONITOR TYPE - Use C for color or M for monochrome. INPUT FIELD COLOR - Allows the selection of various colors for the color of characters and background color on input fields and fill in fields. PRINTER TYPE - Allows the selection of your printer currently in use. If you change the printer remember to change this option. Two main types of printing are available: HP lasers and Dot matrix type printing. Lasers allow more options on paper orientation and shading of output fields. (see PRINTER in this chapter) FILL FIELD - A yes or no question used for laser printers only. This will result in the shading of output fields. <19> DataTier : Calendar User's Guide, Version BETA .01 Page Two : SETUP FOR CALENDAR +----------------SET UP: CALENDAR pg 2 of 2 -----------------+ | | | FILE NAME: SAMPLE | | | | FORM FOR A MONTH: MONTH ACTIVITY | | | | FORM FOR A DAY: DAY - 1/2 Hr | | | | FORM FOR AN APPOINTMENT: NOTES | | | | DO YOU WANT CALENDAR AT START UP (Y/N): Y | | | | -1st SYMBOL ASSIGNMENT (FORM #): 1 -2nd SYMBOL: 2 | | -3rd SYMBOL: 3 -4th SYMBOL: 4 | | | | | | BACKUP DIRECTORY: | | | +- PgUp | PgDn -------------------------------------------------+ The following fields for Page Two are described here but were covered in the previous chapter. FILE NAME - Name of the Disk File for the calendar that will display when program begins. FORM FOR A MONTH - Name of the Form used to specify the number of entries and type for a given month. FORM FOR A DAY - Name of the Format used to indicate types of forms used on a day such as a NOTE or APPOINTMENT. FORM FOR AN APPOINTMENT - Name of the Format used to indicate types of forms used to record information on a given appointment. DO YOU WANT CALENDAR AT START UP - A 'Y' is the default for the Calendar program. SYMBOLS - Used to indicate the type of symbol that appears on the day in the month display to indicate entries made on that day. BACKUP DIRECTORY - Disregard, not used in this application. <20> DataTier : Calendar User's Guide, Version BETA .01 6. W H A T I S D A T A T I E R ? Welcome to a brief description of DataTier, the information manager that allows a unique approach to organizing the data you use at work or at home. - Unlike other information management tools, DataTier can Group information into filing Folders that can be organized as an indented hierarchy of relationships. - Each filing Folder can have multiple Forms of information that vary from Folder to Folder. - Each Form can be built up from one or many blank pages to reflect text and data input fields unique to your information needs. Features that make DataTier unique among information management software are: - A Hierarchy of Information Information is structured by establishing indented relationships. Information such as Bills of Materials, organizational structures, tasks in a project, your homes inventory, a family tree, etc. all involve the grouping of information in a hierarchy. Each grouping of information is stored as a filing Folder. - Filing Folders of Forms Each filing Folder can contain a different set of Forms. Forms are created and can be modified in a simple freehand approach. Once created these Forms can be added and deleted as required from any Folder in the DataTier application at any time. Each Folder within an application can be different and selected from a library of Folders you create. - A Custom Calendar A calendar can be built to reflect any events that occur on a daily bases. Each event can further be backed up by a series of Forms. The data of the calendar is saved as a DataTier information group and thus a given reoccurring calendar event can be tracked and recalled for reporting or queries. If you are involved in a work group multiple calendars can be kept on one computer or on a network. You can even leave messages on others calendars or highlight special events on a given day. - Custom Reports The ability to build custom printed reports by creating an output Form from a blank page by typing titles and selecting <21> DataTier : Calendar User's Guide, Version BETA .01 input fields from previously defined input Forms and pointing to the position on the report you would like the field to appear. These reports can display information within a Folder on an output page in either line by line fashion for each Folder or information on a separate page for a Folder. Selection of Folders for printing can be by groups of Folders or picking individual Folders. There is no limit on how you can develop numerous reports to display information the way you want to see it. - Summing by Tier Input fields on selected Forms can be designated as summarization fields. Once defined selecting SUMMARIZE within a DataTier application will cause summing upward through the hierarchy with totals at each level and sub level. - Searching for Information A DataTier application can be searched to find information within a Folder and then display only Folders meeting the search criteria. The application can also be alphabetically sorted for all Folders or for Folders that may begin or contain part of a Folder name. - User friendly Features - All actions can be controlled by a mouse or use of the keys. On all screens in the program a list of acceptable actions is shown. All data input fields can be set up to have a table of values that can be accessed. Additional table values can be added right at the point of look up. The help screen allows users to place their own help messages that become a permanent part of the program. - All fields on input Forms can be rearranged at any time. Fields can be added or deleted at any time without having to rebuild the existing data captured. This program was designed for anyone to use. Once you create your first application, the ease of use will amaze you. The combination of Forms, Folders, and hierarchy relationships is only limited by your imagination. <22> DataTier : Calendar User's Guide, Version BETA .01 To gain a better understanding of where DataTier could be used lets look at some typical DataTier applications. Example 1 : An Organization Structure In this application employee Folders of information are kept in a hierarchy that represents reporting relationship. Up to five levels of indentation can be utilized. Adding new Folders can be done either by selecting from a library of Model Folders created by you or copying a previously added Folder. Once selected Forms are contained in an employee's Folder. Up to ten Forms of information can be added from a library of Forms created by you. Even after the Model Folder is created each Folder in a specific application can have Forms added or deleted as required. Forms appear that contains fields defined specifically for this application predefined by you. Up to twenty pages of data can be defined for each Form type. ------------------------- Most information managers or databases assume a single Form with all data objects treated in a linear or uniform manner. Yet in life most information is related in a hierarchy or tier such as the organizational structure example or a product that consists of components and parts that make up the overall assembly. Now let's look at some other DataTier applications: Example 2 - Project Plans Many times departments have a series of ongoing projects. In many cases these projects contain tasks. DataTier can be used to create this hierarchy. For each project various Forms can be created such as schedules, assignments, objectives, financial objectives or current costs, status reports, etc.. Tasks also may have similar Forms or additional Forms appropriate for the type of task. Example 3 - Home Inventory Within your house you have rooms and within each room furnishings or objects you want to keep information about for insurance purposes. Thus for each object a Folder of Forms can be created that show descriptions, maker, serial numbers, cost, and the location of purchase. At the room level this object may contain some general information and a Form for cost, which when the SUMMARIZE option is selected, will now contain the total cost of objects that make up the room. Likewise at the highest house level total cost will have been captured. Perhaps at this level are Forms about the insurance carriers, builders, or bank mortgage. <23> DataTier : Calendar User's Guide, Version BETA .01 Example 4- Appointments or Sales Calls If you're a salesperson you might list each company and within each company the sales calls you have made. Each call may contain Forms about the sales call and at the company level Forms would exist on address or contacts. Likewise if people use your services a list of individuals and indented off each the date of visit which would then contain Forms such as reason for visit, services provided and billing data. Again you could summarize to find out billings by person or in total. --------------------------------- Because Folders can be stored in a library with or without pre filled information other types of applications can be represented with DataTier such as: Example 5- Configuring a Sail boat As a boat salesperson I could create a library of basic boats and all options. Each Folder would contain Forms that indicate the vendor and address, descriptions, features, and current costs. To put together a proposal to a perspective buyer I could configure a boat by selecting items from the library. In some cases items could be grouped by placing them in a hierarchy such as all electronics or sails. By invoking SUMMARIZE a total cost to the customer can be generated. By building some simple reporting a configuration and price list can be generated. Example 6- Items sold to a Customer Again a library of all items available for sale can be created. Information such as descriptions, costs, suppliers would be built into the Forms for each item of inventory. All clients would be listed in the DataTier along with Form data on such things as addresses for billing and shipping. Indented on each customer would be the items sold pulled in from the library of inventory items. In some cases categories of items could be indented after each customer and individual items off each category. <24> DataTier : Calendar User's Guide, Version BETA .01 Example 7 - Race Car I have a friend who after telling of this program asked to have a copy so he could track the parts added to his race car. Indented off the car he had categories such as Engine, Body, and Tires. Indented from these are each part he has added to his race car along with Form information on location of purchase, cost, and a description of notes he kept on special installation requirements. Interestingly he was quite shocked when he summarized the total costs invested in his race car to date. --------------------- As you can see from the above examples and features, there is a limitless set of information managing problems that can be tackled with DataTier, both personal and business. This program does not require special computer skills and once you develop your application and some reports, use of the system will be remarkably easy for others to use. For further information on the full DataTier program please send inquiries to : DataTier Software 160 South Rd. Portland Ct. 06480 Att: Daniel Senatro Phone : 203-3425708 Fax : 203-3425708 CompuServe ID : 71674,1735 <25>