Administrator Manual

Version 8
CAS genesisWorld
August 2006

The information and data contained herein can be changed without prior notice.
Names and data, used in the examples, are imaginary, unless otherwise noted.
Without an explicit and written permission of CAS Software AG, no part of this
document may be duplicated or transmitted, no matter, by which way or means,
electronically or mechanically, this might happen.

© 1999 – 2006 CAS Software AG. All rights reserved. Wilhelm-Schickard-Str. 10-12,
76131 Karlsruhe, Germany, www.cas.de

All mentioned labels are solely entitled to the respective owners.

Warranty limitations

We do not guarantee that this document will be free from errors. We appreciate any
notification concerning possible errors.
 Content

Content

1 Before Getting Started ... .............................................................1

1.1 Configuration of CAS genesisWorld ............................................................... 1
1.2 Add-On Modules and Integrations ................................................................. 3

2 Arrangements and Requirements ................................................5

2.1 Client/Server Configurations............................................................................ 5
2.2 Multi User Operation within the Network..................................................... 6
2.3 Hardware and Software Requirements........................................................... 6
2.3.1 Hardware Requirements ...................................................................... 6
2.3.2 Hardware Overview ............................................................................. 8
2.3.3 Software Requirements......................................................................... 9
2.3.4 Hardware Overview ........................................................................... 10
2.4 Database Systems............................................................................................. 11
2.5 Installation Folders .......................................................................................... 14
2.6 CAS genesisWorld und CAS teamWorks ..................................................... 15

3 How to Install CAS genesisWorld ..............................................16

3.1 How to Start the Installation........................................................................... 17
3.2 Different Setup Types...................................................................................... 18
3.2.1 CAS genesisWorld Application Server............................................. 18
3.2.2 CAS genesisWorld Client ................................................................... 19
3.2.3 Laptop ................................................................................................... 20
3.2.4 Management Console.......................................................................... 20
3.2.5 User-Defined Installation ................................................................... 21
3.3 Select Target Folder ......................................................................................... 21
3.4 Registration of the Application Server .......................................................... 21
3.5 Proxy Settings ................................................................................................... 23
3.6 Database System............................................................................................... 24
3.6.1 How to Install Microsoft SQL Server Desktop Engine ................... 25
3.6.2 How to Install Oracle Standard Edition One ................................... 25
Content

3.7 Database Access................................................................................................26

3.8 Product Licencing.............................................................................................27
3.9 Document Archive ...........................................................................................27
3.9.1 Document Administration ..................................................................28
3.10 Summary............................................................................................................30
3.11 How to Install Web access and Add-On Modules .......................................30
3.11.1 CAS genesisWorld Web access ..........................................................31
3.11.2 CAS genesisWorld Mobile access ......................................................32
3.11.3 CAS genesisWorld Mobile sync .........................................................32
3.12 Distributed Installation with Update Mechanism........................................33
3.12.1 Several Application Servers or Replicating Domains .....................35
3.12.2 Setting Up the Update Mechanism after the Installation................35
3.13 Update to the New Version.............................................................................36
3.13.1 How to Update CAS genesisWorld ...................................................37

4 Management Console................................................................39
4.1 Database Module ..............................................................................................40
4.2 How to Create Users and Groups ..................................................................40
4.2.1 Define an Administrator Password ...................................................40
4.2.2 How to Create Users............................................................................41
4.2.3 How to Create Groups.........................................................................41
4.2.4 Overview...............................................................................................43
4.2.5 Activate Functions for Users ..............................................................43
4.3 How to Register ................................................................................................44
4.4 Summary............................................................................................................44

5 The Rights System.....................................................................45

5.1 Rights Assigned by the Administrator ..........................................................45
5.1.1 Access Rights and Owner Rights .......................................................46
5.1.2 How to Create Users and Groups ......................................................48
5.1.3 Rights for Users and Groups to Record Types.................................50
5.1.4 Rights, Filter and Detail rights ...........................................................51
 Content

5.2 Assignment of Rights by Users ...................................................................... 53

5.2.1 Owner Rights: Selecting Record Participants .................................. 53
5.2.2 External Access Rights ........................................................................ 55
5.2.3 Owner Rights and External Access ................................................... 55
5.2.4 External Access Rights due to Group Membership ........................ 57
5.2.5 How to Delegate Data Records.......................................................... 57
5.2.6 Public Records...................................................................................... 58
5.2.7 Calendars of Other Users.................................................................... 58
5.2.8 Rights Hierarchy.................................................................................. 58

6 E-Mail Server .............................................................................61

6.1 IMAP.................................................................................................................. 62
6.2 POP3 .................................................................................................................. 63
6.3 E-Mail Integration ............................................................................................ 64
6.4 Registration to the E-Mail System.................................................................. 65

7 Data Protection ..........................................................................66

7.1 Database Access Protection ............................................................................ 67
7.2 Internet Access Protection............................................................................... 69
7.2.1 Data Transfer Protection..................................................................... 69
7.3 Access Protection for Laptops ........................................................................ 69

8 Important Tools ..........................................................................71

8.1 Database Wizard .............................................................................................. 71
8.1.1 Multi-Client Capability ....................................................................... 72
8.1.2 Functions............................................................................................... 72
8.2 Server Manager ................................................................................................ 75
8.3 File Reference Converter ................................................................................. 77
8.4 Registry Viewer ................................................................................................ 77
8.4.1 Edit the Document Archive Folder ................................................... 78

9 Data Replication.........................................................................79
9.1 Domain Concept and Replication Task......................................................... 80
9.2 Licencing with Replication ............................................................................. 87
Content

9.3 Configuring a Laptop for Replication............................................................89

9.4 How to Quickly Set up a New Domain .........................................................93
9.4.1 Domain Replication Wizard ...............................................................93
9.4.2 Quick Start ............................................................................................99
9.4.3 Initial Replication .................................................................................99
9.5 Replication of the Document Archive..........................................................100
9.6 Replication Effects ..........................................................................................100
9.7 Database Independence.................................................................................101
9.8 Optimised Replication ...................................................................................101
9.8.1 Connection status...............................................................................102
9.8.2 Solving Conflicts ................................................................................103
9.8.3 Local domain ......................................................................................104
9.9 Replication for Every User ............................................................................104
9.10 Connection.......................................................................................................105
9.11 Performance ....................................................................................................105

10 Adaptations to the Windows-Client ..........................................107

10.1 How to Adjust Data Record Windows ........................................................107
10.2 How to Edit Print Definitions .......................................................................109
10.2.1 Overview on Print Definitions .........................................................113
10.3 Settings for Rules ............................................................................................116
10.3.1 Configuring rules ...............................................................................117
10.3.2 Noitifications and Actions ................................................................118
10.3.3 Characteristics ....................................................................................119

11 Add-On Modules and Integrations ...........................................122

11.1 Add-On Modules............................................................................................122
11.1.1 CAS genesisWorld Analysis .............................................................122
11.1.2 CAS genesisWorld ERP connect ......................................................124
11.1.3 CAS genesisWorld Mobile access ....................................................128
11.1.4 CAS genesisWorld Mobile sync .......................................................129
11.1.5 CAS genesisWorld Duplicate Check ...............................................129
11.1.6 CAS genesisWorld Report connect ..................................................131
11.1.7 CAS genesisWorld Database Designer............................................133
 Content

11.1.8 CAS genesisWorld Exchange connect............................................. 134

11.2 Integrations ..................................................................................................... 136
11.2.1 bedirect Integration ........................................................................... 136
11.2.2 Inxmail Integration ............................................................................ 136
11.2.3 map&guide 25h Integration ............................................................. 138
11.2.4 Microsoft Outlook Integration ......................................................... 138
11.2.5 Microsoft Word Integration ............................................................. 139
11.2.6 Telephony Integration....................................................................... 139
11.2.7 YellowMap Integration ..................................................................... 140

12 FAQs ........................................................................................141
12.1 Backup ............................................................................................................. 141
12.2 Replication ...................................................................................................... 141
12.2.1 Constant Connection to the Internet during Replication ............. 141
12.2.2 Replication with a Laptop ................................................................ 141
12.2.3 Error Messages and Warnings for Replication .............................. 142
12.3 Navigator Autostart and Default View Format ......................................... 142
12.4 Application Server Connection Is Interrupted........................................... 143
12.4.1 Application Server Is Not Shut Down ............................................ 143
12.4.2 Application Server … Cannot Be Activated................................... 143

13 Licence agreement...................................................................147

Index ..............................................................................................151
 Before Getting Started ...

1 Before Getting Started ...

In case of any inconsistency or questions which might occur and which cannot be
answered within this documentation, we offer you immediate support:

On www.cas.de/FAQ.htm on the internet, you can find the most frequently

asked questions including answers (FAQs).

If you still have questions, please contact us via the online forms on our website
www.cas.de/Supportanfrage.htm.

You can also click Support Request on the CAS genesisWorld ? menu. Enter
your question in the window which will then open and the necessary
information concerning your question is automatically sent to your support
contact person.

What's new in this version?

The news for users of this CAS genesisWorld version are described in detail in the
online help for users. The news for administrators can be found in the online help
of the Management Console.

CAS Software AG focuses increasingly on an international orientation of its

products in the European market. The Standard Edition of CAS genesisWorld is
available in German, English, French and Italian. Versions in Rumanian and
Hungarian language are provided by our partners.

1.1 Configuration of CAS genesisWorld

The following figure shows the basic configuration of a CAS genesisWorld
installation: CAS genesisWorld is set up according to the Client/Server architecture
and consists of several programs.

To avoid ambiguity, in this context, hardware is always referred to as PC whereas

software is referred to as Server.

1
Before Getting Started ...

Database system/ database: The database system provides services to access

data. All CAS genesisWorld data records are saved in the database. You can
work with different database systems.

Application server: The application server is the core piece of CAS genesis-
World. The application server executes the different working steps of the user,
like the search for data records, saving or deleting a data record. Only the
application server can directly access the database.

Management Console: With this CAS genesisWorld administrator program, the

administrator can create users and groups, assign access rights and administrate
the system.

Clients: Users work with so-called clients. Clients log on to the application
server via a user name and a password. The application server checks the access
authorisation of each user.

2
 Before Getting Started ...

Windows clients work on one Windows operating system. The program for the
Windows client is usually installed on each client PC.
Web clients access the application server with an Internet browser via CAS
genesisWorld.

CAS genesisWorld Web access: If you have installed this add-on module, users
can access CAS genesisWorld platform independent with a Web client via the
Internet. Users log on with their common user name and their CAS genesis-
World password. CAS genesisWorld Web access must be authorised for users
on the Management Console.

The database system, the application server and at least one Windows client always
have to be installed. CAS genesisWorld Web access must only be installed if users
are to work with Web clients.

These CAS genesisWorld modules can be installed on several PCs according to

your requirements. You can thus define your CAS genesisWorld configuration
which must be arranged before installing the servers.

Windows clients and CAS genesisWorld application servers communicate via RPC
service using the DCOM protocol. Please read the corresponding notes in chapter
"Application Server...Cannot Be Activated" (page 143).

1.2 Add-On Modules and Integrations

Add-on modules and integrations extend the functionality of CAS genesisWorld to
meet special requirements.

Please refer to our websites on www.cas.de for an up-to-date overview on available

extensions for CAS genesisWorld.

With the add-on module CAS genesisWorld ERP connect you can e.g. connect
and synchronise CAS genesisWorld and (different) ERP systems (enterprise
resource planning system).

With CAS genesisWorld Analysise, you can analyse CRM data from CAS
genesisWorld also e.g. in combination with ERP data when using the add-on
module CAS genesisWorld ERP connect.

3
Before Getting Started ...

Different add-on modules offer access to data from CAS genesisWorld via
mobile devices.

And many more

Commonly, an additional licence has to be purchased, see also chapter "Add-On
Modules and Application Integrations" (page 122).

Particularities that you have to keep in mind when installing the different add-on
modules are described in chapter "How to Install Web access and Add-On
Modules" (page 30).

Integrations exist for other programs or for Internet services with which CAS
genesisWorld cooperates.

When integrating CAS genesisWorld into another program, this program has to
be installed on the PC of the user who works with the integration.
Examples: Integrations into Microsoft Word or Microsoft Outlook.

When integrating CAS genesisWorld into Internet services, an Internet access is

required, e.g. if you want to work with YellowMap.
Internet services are usually charged.

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 Arrangements and Requirements

2 Arrangements and Requirements

This chapter describes possible Client/Server configuration types and helps you to
select and arrange the configuration which meets your demands best.

Administrator know-how as well as administrator rights are required to perform

the entire installation. If you just want to have a quick look at CAS genesisWorld
and do not possess any administrator know-how, we recommend installing a
single-user version.

2.1 Client/Server Configurations

If you install a single user version, all CAS genesisWorld components are installed
on one PC, as e.g. for the following application variants:

you want to install CAS genesisWorld on a laptop or home office.

you want to perform a trial installation in order to have a quick look at CAS
genesisWorld.

The arrangement becomes more complex with a multi user operation within the
network. Before starting the installation, several questions have to be discussed:

How are applications and clients to be distributed on PCs: database system,

application server and CAS genesisWorld Web access?

How frequently is CAS genesisWorld used? Do you need more than one
application server? Many laptop users reduce the strain on the application
server, but for replications of these laptops you have to consider peak times.

Will users have access to CAS genesisWorld via Web clients?

The above-named aspects depend on the size of your company, the data volume as
well as the required performance. The advices given in this manual are recommen-
dations for your orientation.

5
Arrangements and Requirements

2.2 Multi User Operation within the Network

Database servers and application servers as well as CAS genesisWorld web access,
if required, can be installed on PCs separately or in combination. You may also
need more than one application server. Please find below some guidelines:

If there are less than 50 users, you can install all servers on one PC. If, however,
these users work with CAS genesisWorld very frequently, select the following
configuration.

If there are 50 users and more, install the database and application server each
on a separate PC.

Further application servers can be installed on a separate PC for every 40 to 50

users.

Please note that the last two suggestions are based on an average use of CAS
genesisWorld, i.e. that 20 percent of the users work with CAS genesisWorld very
frequently whereas other users spend only 10 percent of their time working with
the program.

If you want to have optimal equipment for your company with a configuration that
meets your demands best, please contact CAS Software AG or one of our partners.
Information on CAS genesisWorld partners, on partner solutions and partners in
your region can be obtained from our homepage www.cas.de under CAS genesis-
World.

2.3 Hardware and Software Requirements

Binding information without knowing the operation characteristics is hard to
define. The following suggestions are based on an average use of CAS genesis-
World.

2.3.1 Hardware Requirements

The following factors determine the usage of CAS genesisWorld hardware:

How much data volume has to be considered in your company like the number

6
 Arrangements and Requirements

of saved addresses, appointments, tasks and documents?

How many users are to work with CAS genesisWorld?

How frequently is CAS genesisWorld used?
Usually, today's current PCs with the latest operating system are sufficient for a
CAS genesisWorld application. Please refer also to chapter "Database systems"
(page 11).

CAS genesisWorld application server

The hard drive capacity of the database system depends on the data volume in
your company, i.e. number of addresses, appointments, tasks etc. The program
components of CAS genesisWorld take up approx. 150 MB.

Velocity and the size of the main memory are significant for the application
server.

If several users work with CAS genesisWorld, we recommend not running

applications that take up memory and processor capacity on the same PC where the
CAS genesisWorld application server is installed. Other applications such as e-mail
server, ERP software and the like should be installed on different computers.

If less than 50 users work with CAS genesisWorld, the database system and the
application servers can be installed on one PC.

Application server, database system and Web server for CAS genesisWorld Web
access can also be installed on several PCs and several application servers can be
used simultaneously for load balancing.

We highly recommend that another application server is installed for every 40 to 50

new users. In order to scale the system, we recommend to separate database system
and application server and to install several application systems on several PCs.

If replication or Web access is used, there should be an extra application server

provided for replication and Web access each.

Windows Client

7
Arrangements and Requirements

If several users work with CAS genesisWorld, we recommend to install a Windows

client on each PC where users work with CAS genesisWorld.

The distributed installation with automatic update is a comfortable solution for the
installation and import of a new version, see chapter "Distributed Installation with
Update Mechanism" (page 33).

Basically, our clients are able to run on all Windows operating systems Version
2000 and later. Detailed information on required or released service packs as well
as on known restrictions can be obtained from the current release notes on our
homepage www.cas.de/download.htm.

Web Client
Any PC with a running Internet browser can be used for the Web client.

2.3.2 Hardware Overview

Server arrangement
If 50 users and more work with the program, install
the database system and application server each on
a separate PC.

You can install another application server, each on a

separate PC, for every 40 to 50 users.

If there are less than 50 users, you can install all

servers on the same PC.
Processor(s) current processor
Main memory 1 GB
100 users and more:
Database server 1 GB
Application server 1 GB, 2 application servers if required
Web access server 1 GB
Hard drive 1 GB + database volume + document archive volume
100 users and more:

8
 Arrangements and Requirements

Database server 1 GB + database volume

Application server 1 GB + database volume
Web access server 1 GB

2.3.3 Software Requirements

The CAS genesisWorld architecture is built with the latest technologies that make
the system very flexible and scalable.

We support the latest operating system version as well as its previous version.
Exceptions to the rule are possible e.g. if new versions have been currently released
or a previous version is still commonly used among our customers.

The same applies to all third party software which is used in connection with CAS
genesisWorld, i.e. especially databases, Office applications, etc. We also support
our products for the latest and the previous version. Only these versions are
supported, errors are fixed and important customer requirements are implemented
into the system.

Detailed information on required or released service packs as well as on known

restrictions can be obtained from the current release notes on our homepage
www.cas.de/download.htm.

Your network must support TCP/IP.

Internet Information Services (IIS) are not installed by default in Windows 2000
Professional and Windows XP and have to be installed, if required.

On the part of Microsoft, there are limitations to Windows XP with regard to

licensing: 10 clients maximum may have access to IIS.

If users want to work with import and export functions, ADO must also be
installed on Window clients.

If application servers are accessed by several users, you need to use the server
versions of the corresponding Windows operating system.

These software requirements also apply for installations on laptops. Exception: The
server version of a Windows operating system is not required.

9
Arrangements and Requirements

For the application of CAS genesisWorld Web access, an additonal Web server has
to be installed on one of the CAS genesisWorld application servers. Microsoft
Information Services (IIS) or the Apache Web server can be used.

Please inform yourself also on security updates of applied Internet browsers. We

recommend using the updated version to avoid security gaps.

2.3.4 Hardware Overview

The following table gives you an overview on supported operating systems,
database systems and other basic components.

Operating systems
Windows 2000 Server

Windows XP Professional

Windows 2003 Server

ADO together with the application server
and the database system on the PC.
Use the same ADO version on each CAS
genesisWorld PC.
You find the ADO installation on the CD in
the MDAC folder.

Network
Your network must support TCP/IP.

Database systems
SQL Server 2005 Express Edition

Microsoft SQL Server

Oracle

Oracle Standard Edition One

CAS genesisWorld Web
Microsoft Internet Information Services (IIS)

server
Apache HTTP Server on Windows
Internet browser
Internet Explorer on the PC with the
Management Console

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 Arrangements and Requirements

For Windows clients
Microsoft Internet Explorer

For Web access
Microsoft Internet Explorer

Netscape Browser

Mozilla Browser

Opera Browser

Firefox

2.4 Database Systems

CAS genesisWorld requires a database system as all CAS genesisWorld data
records are saved in one database. A CAS genesisWorld database can be created
with these database systems:

SQL Server 2005 Express Edition

Microsoft SQL Server

Oracle

Oracle Standard Edition One
The database system and CAS genesisWorld can be installed on different PCs.

SQL Server 2005 Express Edition

The Microsoft SQL Server Desktop Engine (MSDE) will be replaced by the SQL
Server 2005 Express Edition in autumn 2006. This database system is free of charge.
Currently (August 2006), the program CD of CAS genesisWorld contains the
Microsoft SQL Server Desktop Engine, the new version SQL Server 2005 Express
Edition will be included in autumn 2006.

Upon the installation of this database system with the program CD from CAS
genesisWorld, the required service packs and settings are automatically installed.

The database volume is limited. Please note the specification of the manufacturer
regarding delivery scope and limitations.

11
Arrangements and Requirements

This database can be saved with the CAS genesisWorld server manager, see chapter
"Server Manager" (page 75).

This database system can be applied on a single user PC or on a laptop, especially

when replicating with a head office.

Microsoft SQL Server

The Microsoft SQL server is available in different versions. Detailed information on
required or released versions and service packs as well as on known restrictions can
be obtained from the current release notes on our homepage
www.cas.de/download.htm.

A runtime version of the Microsoft SQL server can be obtained from CAS Software
AG.

The Microsoft SQL server can be set up with case-sensitive sorting for CAS
genesisWorld. A database setup with the same character set is being performed
automatically with the installation of CAS genesisWorld or with the database
wizard, but always case-insensitive.

Please note that a mixed security is required to create a database and to enable
access via CAS genesisWorld.

A Windows authentication is set up with the installation if you do not make any
separate specifications. Afterwards, the PC must be restarted.

CAS genesisWorld requires a database account with administrator rights for the
CAS genesisWorld database. The sa (system administrator) account is created with
the installation of the Microsoft SQL Server and you are asked to specify a pass-
word for this account.

Use the sa account in order to create a database upon installation or with the CAS
genesisWorld database wizard, see chapter "Database Access" (page 26) or "The
Database Wizard" (page 71).

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 Arrangements and Requirements

If you do not use the sa account after the installation of the database system, a CAS
genesisWorld database must be created with the database wizard first. Afterwards,
a new account must be created for the CAS genesisWorld database system (with
DBO rights on the CAS genesisWorld database).

Oracle
You can also use Oracle as a database system. The Oracle database system is not
included in our package.

Oracle OLE DB provider must be installed on the application server so that the
server can communicate with the database.

When making a new installation, please make sure that an Oracle client, including
Oracle OLE DB provider, is installed on the CAS genesisWorld application server
and that a Net8 connection to the Oracle server is still set up. Please also note that
the specified patches have been installed on the CAS genesisWorld application
server. The connection to Oracle server is to be performed via the local naming
method.

Managing the Oracle database is much more complex than e.g. managing the
Microsoft SQL server. If your company is not experienced in the administration of
this database, please contact a CAS genesisWorld partner who possesses corre-
sponding knowledge or an Oracle certification. Information on CAS genesisWorld
partners in your region can be obtained from our homepage www.cas.de under
CAS genesisWorld.

You are also very welcome to contact us via the following internet address:
www.cas.de/support_request.htm.

An Oracle database requires a database instance and the corresponding users and
passwords must be assigned.

Oracle Standard Edition One

Oracle Standard Edition One is binary compatible to Oracle standard versions. You
can purchase a runtime version at CAS Software AG. It is installed with the
installation wizard of CAS genesisWorld.

13
Arrangements and Requirements

2.5 Installation Folders

The CAS genesisWorld folder structure includes the following default folders.

Application server

"..\Program Files\Common Files\CAS-Software"

The document archive is contained in the "..\Archive" folder, see chapter
"Document management" (page 28).
If you are already working with CAS genesisWorld, the folder for the document
archive is not edited.

The files for the CAS genesisWorld application server and the server manager
are contained in the "..\Server" folder.

The database wizard is contained in the "..\DBWizard" folder.

The domain replication wizard is also contained in the "..\DBWizard" folder.

A web server for the dashboard is contained in the "..\Web" folder.

Windows Client
This is the default folder for the Windows client files on the application server:

"..\Program Files\CAS-Software\CAS genesisWorld".

After a distributed installation with update mechanism, the Windows Client can be
found on the users’ computer in the folder:

"..\Program Files\CAS-Software\CAS genesisWorld".

If you install the client from the CD, you can edit this folder.

Add-on modules and Web access

With the installation of add-on modules, the corresponding folders for add-on
modules are created parallel to the CAS genesisWorld folder.

14
 Arrangements and Requirements

With the installation of the add-on module CAS genesisWorld Mobile access and
CAS genesisWorld Web access, portals are created. The same applies to CAS
teamWorks.

When you install the first program with a portal, you can select the folder for the
portal. The “..\Portals” folder in the same path as the first program is chosen as
default folder.

When you are installing another CAS Software program with a portal, the
corresponding portals are created in a folder parallel to the “..\Portals” folder. This
process runs automatically and cannot be changed.

2.6 CAS genesisWorld und CAS teamWorks

If you work with both CAS genesisWorld and CAS teamWorks, the folder
"..\Common Files\Server" is created on the application server. In this folder, you
can find all files for both programs.

The folders "..\CAS genesisWorld" and "..\CAS teamWorks" are created parallel to
each other in the same path as the folder "..\Program Files\CAS-Software".

15
How to Install CAS genesisWorld

3 How to Install CAS genesisWorld

This chapter describes how to install CAS genesisWorld.

Windows clients can be installed locally or you can make a distributed installation
with update mechanism on the application server, see chapter "Distributed
Installation with Update-Mechanism" (page 33).

If you want to install a new version of CAS genesisWorld, refer to chapter "Update
to the New Version" (page 36).

Preparing the installation

Create a user for CAS genesisWorld

If you want to make a network installation of CAS genesisWorld, a user is required.

This is not the case when installing a single user version where no special user is
required.

During the installation process, you need to register the CAS genesisWorld
application server and thus you need to enter a Windows user.

Create a special user in the Windows operating system who possesses local
administration rights on the PC on which you want to install CAS genesis-
World.

The right database system

If you do not already work with at database system, you can install the free
database system SQL Server 2005 Express Edition while installing CAS
genesisWorld.

If you use the Microsoft SQL Server database system, it already has to be
installed. During the installation, the database must be entered. Requirements:

the name of the PC on which the database system is running

an existing user name and a password for the database system: with the
Microsoft SQL Server, this information corresponds to the server role
"system administrator".

16
 How to Install CAS genesisWorld

You can also choose Oracle Standard Edition One as database system which
requires a licence that can be purchased via CAS Software. The database system
is included in a separate CD and is also installed with the CAS genesisWorld
installation wizard.

If you use the Oracle database system, this system also needs to be installed
before installing CAS genesisWorld. During the installation process of CAS
genesisWorld, you will be asked for a database. You need to enter the PC name
on which the database system is running, the name of the database instance as
well as an existing user name and password for the database system.

3.1 How to Start the Installation

Insert the CD Program and Basic Components into the PC which serves as
application server. The installation wizard is activated.

Select first the language for the installation wizard.

Accept the licence agreement.

Select then the setup type.

17
How to Install CAS genesisWorld

Apart from system requirements it is checked whether the hard drive has enough
memory capacity for the selected installation. Please note that working with CAS
genesisWorld requires further memory capacity, e.g. for the document archive or
for portals, see chapter "Document Archive" (page 27).

3.2 Different Setup Types

The different setup types are described below.

3.2.1 CAS genesisWorld Application Server

With this option, all components of CAS genesisWorld are installed on a PC.

You also select this option if you install the CAS genesisWorld single user version
on your laptop, your home office or as a trial version. For these cases, a database
has to be installed e.g. SQL Server 2005 Express Edition.

Upon a new installation, the folder "CAS Software" is created in the folder
"..\Program Files\Common Files". The "Archives", "DBassistant", "Server" and
"Web" folders are created in this path.

This path cannot be modified. If you are already working with CAS genesisWorld,
the folder for the document archive is not edited.

The following components are installed:

Application server program files: This is the application software which activates
the services of the database system and makes them available to the clients.

Database wizard: This component serves to work with databases step by step, i.e.
to create new databases and to make an update to a new version of CAS genesis-
World.

CAS genesisWorld Management Console: Serves to create users in CAS genesis-

World, to arrange them in groups and to assign access rights, etc., see chapter
"Management Console" (page 39).

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 How to Install CAS genesisWorld

CAS genesisWorld Registry Viewer: Serves to check and edit the database
configuration, e.g. path, driver, user identification.

Register for multi-user operation: Component services are configured in a way

that several users can work with CAS genesisWorld.

CAS genesisWorld Windows client installation: Serves to install a so-called Client

installation, i.e. a setup folder for the Windows client on the application server
which enables you to set up a distributed installation with update mechanism, see
chapter "Distributed Installation with Update Mechanism" (page 33). The set up
folder is created in the following path: "..\Program Files\CAS-Software\CAS
genesisWorld\ClientInstallation".

CAS genesisWorld Windows-Client: A Windows client is also installed.

Language extensions: These extensions serve to use CAS genesisWorld in any of

the available languages. Currently, CAS genesisWorld is available in English,
French and Italian. If you have installed the language extensions, it is checked
which Regional and Language Options are activated on the respective PC. If a
corresponding language version exists, CAS genesisWorld is started in this
language after the installation. If you do not install the language extensions, CAS
genesisWorld will only be available in German.

3.2.2 CAS genesisWorld Client

With this setup type, you install a Windows client in the network or on a local PC.

The specifications of the installation wizard correspond to those of the setup type
CAS genesisWorld Application Server.

Furthermore, the PC name or the IP address of the application server must be

specified on the page Specify application server.

Administrators and sometimes also users need user rights and writing access to
the folder "C:\Program Files" to install a Windows client on a local PC.

Users can install a Windows client from the folder on the application server or
access updates with a so-called distributed installation with update mechanism, see
chapter "Distributed Installation with Update Mechanism" (page 33).

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How to Install CAS genesisWorld

3.2.3 Laptop
With this option, you can install all necessary CAS genesisWorld components on
the laptop where you perform replications, see chapter "Configuring a Laptop for
Replication" (page 89).

All pages of the installation wizard are opened in correspondence to the setup type
CAS genesisWorld Application Server. The preferable options are already
predefined on these pages and you can click Next to continue.

You can configure laptops for a replication with or without a database, but you
always need a database system. Different possibilities are described in the chapter
"Configuring a Laptop for Replication" (page 89). Thus, you might have to define
settings on corresponding pages of the installation wizard for the database system
and the database access. Please enter a laptop licence upon the creation of a data-
base. You can create it in the Management Console before starting the installation
process.

The database system SQL Server 2005 Express Edition is registered with the user
name sa (system administrator) and the password saMSDEdb. For security
reasons, we urgently recommend to assign a separate password for your database
to protect your data from unauthorised access, see chapter "Database Access
Protection" (page 67).

The following components are installed:

CAS genesisWorld Application Server,

Windows Client,

Management Console and

the database system SQL Server 2005 Express Edition.

3.2.4 Management Console

With this setup type, you install a Windows client in the network or on a local PC.

The specifications of the installation wizard correspond to those of the setup type
CAS genesisWorld Application Server.

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 How to Install CAS genesisWorld

Furthermore, the PC name or the IP address of the application server must be

specified on the page Specify application server.

3.2.5 User-Defined Installation

With this setup type, you choose your individual combination after having selected
the required folders.

When you select an entry and click Edit, another selection for corresponding sub-
components of each entry opens. These sub-components have been described in the
previous chapters.

The specifications of the installation wizard correspond to those of the setup type
CAS genesisWorld Application Server.

3.3 Select Target Folder

The default folder is displayed on this page of the wizard.

3.4 Registration of the Application Server

The CAS genesisWorld application server must be registered for the Windows
operating system. With the registration, the user transmits various, important
information to the operating system of the respective PC. This information is
important for the running of CAS genesisWorld on the PC, e.g.

Properties of folder and program icons,

used connections
Please do not confuse the registration of the application server with the registration
of CAS genesisWorld at CAS Software AG during installation.

A Windows user must be entered on the page Registration of the Application

Server in the installation wizard. This user must have at least local administrative
rights on the PC on which CAS genesisWorld is installed.

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How to Install CAS genesisWorld

A separate user, e.g. CASuser, should be created in the Windows user management
for this purpose.

The user which has been entered here can be edited in the Server Manager any-
time, see chapter "Server Manager", (page 75).

Due to the entry of this Windows user, the CAS genesisWorld application server
remains active if there is no user logged on to the application server anymore.
Otherwise, the application server is shut down after the last user has logged off.

Furthermore, the application server has access to the document archive via this
user. Other Windows users should not be permitted to access the document archive
and the corresponding folders since this is the only way to monitor CAS
genesisWorld access rights.

If you create the document archive on the same PC on which the CAS genesis-
World application server is installed, the process is completed.

If you create the document archive on another network PC (see chapter "Docu-
ment Archive" (page 27)), then this Windows user and thus the application
server must be given access to the document archive folder.

The This user option is recommended for a network or work group installation.

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 How to Install CAS genesisWorld

If you work with network domains, the domain name has to be entered
followed by the user name, separated by a backslash: domain\name. When only
one domain exists, only enter a user name.

It is recommended to use the option Interactive user if you install a single user
version or a laptop.

If the release is put on the network, the user must also have access to replication
folders.

3.5 Proxy Settings

If you use a proxy server to access the Internet, please enter the corresponding
information. These settings can be changed in the Management Console
Connections tab in the Miscellaneous module.

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How to Install CAS genesisWorld

3.6 Database System

To run CAS genesisWorld, you need to install a new database with a database
system.

The update procedure is described in "Update to a New Version" (page 36).

Notes
If you want to make changes to the database after the installation, please use the
database wizard, see chapter "Database Wizard" (page 71).

If you do not make a direct CAS genesisWorld update to the previous version,
you should also use the database wizard.

Select Create new database.

If you are already working with a database system, please select the corre-
sponding version. A new database is created with this database system.

If you are not yet working with a database system, select Install new database
system.

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 How to Install CAS genesisWorld

3.6.1 How to Install Microsoft SQL Server Desktop Engine

The Microsoft SQL Server Desktop Engine (MSDE) will be replaced by the SQL
Server 2005 Express Edition in autumn 2006. This database system is free of charge.
Currently (July 2006), the program CD of CAS genesisWorld contains the Microsoft
SQL Server Desktop Engine; in autumn 2006, the new version SQL Server 2005
Express Edition will be included.

Select the Install Microsoft SQL Server Desktop Edition (MSDE) option.

Enter a password for the database which is created for CAS genesisWorld on
the following page.
The database of this database system is protected by a user name and password.
When installing the program, sa (system administrator) is automatically entered
as user name.

For security reasons, we urgently recommend to assign a separate password for

your database to protect your data from unauthorised access.

The page Database access is now displayed

3.6.2 How to Install Oracle Standard Edition One

Oracle Standard Edition One requires a licence. This database system can be found
on a separate CD, see also chapter "Database Systems" (page).

On the Selection of a Database System page, select the Install Oracle Standard
Edition One option.

Select the folder in which the database system is to be installed.

Assign a name for Oracle Instance (database) and a password (SID, System
Identifier).
This Database Instance is automatically entered as database for CAS genesis-
World on the page Database access.

The page Database access is now displayed (see chapter below).

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How to Install CAS genesisWorld

3.7 Database Access

Enter the logon data on the Database access page:

The Name of database PC defines the name of the PC on which the database
system is installed.

The Name of the Database defines the database in which all data is stored that
is later entered into CAS genesisWorld.
With this data, an empty database is created. You can now log on as
Administrator to the Management Console and to CAS genesisWorld without a
password.

Each database possesses a user name and a password. You have entered the
password on the previous page. With this user name and password, the
application server can access the database.

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 How to Install CAS genesisWorld

3.8 Product Licencing

On the Product Licencing page, you enter a name and the name of your
company.

Select Full Version or Trial Version. If you select full version, enter the serial
number.

3.9 Document Archive

On this page, you can select the folder in which the document archive is to be
created.
The document archive is a folder on your or any other PC. In the document
archive, documents like Microsoft Word documents, Excel tables, graphic files,
etc. are saved.

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How to Install CAS genesisWorld

Notes
Please consider the size of the document archive: The corresponding drive should
provide sufficient disk space when performing the installation.

If you work with CAS genesisWorld Web access (see also chapter "CAS genesis-
World Web access" (page 31)), the files should always be saved in the document
archive since reference files cannot be accessed from the Internet.

3.9.1 Document Administration

Microsoft Word documents, Excel tables, graphic files, etc. are not edited in CAS
genesisWorld but with the respective application program.

But these application files can be saved in CAS genesisWorld either as link
reference to the file or in the document archive of CAS genesisWorld.

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 How to Install CAS genesisWorld

Saving Files as a Reference to Original File

Application files are saved in a folder of a PC or a network and can thus be
accessed without CAS genesisWorld. The document window contains a reference,
i.e. the complete path to the file.

This method does not guarantee data consistency when working with CAS genesis-
World. The file can be opened and edited with or without CAS genesisWorld, also
by more than one user at the same time. Furthermore, the accessibility of data
cannot be guaranteed since users may save files on the local hard drive or move
them to other folders so that these files cannot be accessed by any user or at any
time.

When documents have been saved via file reference and cannot be opened, check
whether the file reference has been created on another computer.

Is the other computer running and connected to the network?

Do you have at least reading rights on this document?

Are you trying to open the document via a drive mapping which is not set up
on your computer or connected to another drive name?

Save Files in the Document Archive

The files are saved in a protected folder – in the so-called document archive – which
is accessed by the application server only. Files and their corresponding
applications are started via CAS genesisWorld.

This method offers data protection since it is not allowed to directly access the
document archive.

Furthermore, only those users who have the corresponding right can edit a file with
CAS genesisWorld. Due to a lock mechanism, a file cannot be edited by two users
at the same time.
Note
Since, principally, each user can decide where the files are saved, a consistent
proceeding should be agreed upon.

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How to Install CAS genesisWorld

3.10 Summary
All specifications which have been made so far are listed on the Summary page.

You can edit these specifications with Return.

Click Next in order to install CAS genesisWorld with these installations.

3.11 How to Install Web access and Add-On Modules

Installing CAS genesisWorld Web access is comparable to installing the add-on
modules CAS genesisWorld Mobile access and Mobile sync. Portals are created
both with CAS genesisWorld Web access and Mobile access.

Corresponding folders for add-on modules are created in parallel to the CAS
genesisWorld folder with the installation of add-on modules, see chapter
"Installation Folders" (page 14).

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 How to Install CAS genesisWorld

3.11.1 CAS genesisWorld Web access

CAS genesisWorld Web access has its own online help with operating guidelines
for users. Settings can be performed in the Portal management module and the
Display module of the Management Console.

CAS genesisWorld Web access must be installed on a PC with application server.

If you want to use Microsoft Internet Information Services (IIS), they must be
installed before installing CAS genesisWorld Web access. Microsoft licence
restrictions apply for Windows XP: no more than 10 clients can access the IIS at the
same time.

If you want to work with Apache HTTP Server, you can install this server with the
installation.

Start Setup.exe in the folder CAS genesisWorld Web access on the CD Program
and basic components.

Accept licence agreements and destination path.

On the page Create portal, enter a surrogate name under which users can access
the portal.

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How to Install CAS genesisWorld

On the next page, select the requested Web server.

On the page Apache installation, enter the PC name, the port and the e-mail
address of the administrator.

On the next page Start copying, check your settings. CAS genesisWorld Web
access is now installed.

The portal on the Portal management area of the Management Console must be
authorised for users so that they can access the portal.

On the Portal management area, you can also create or edit views and forms for
users.

The portal is edited on the Display area of the Management Console.

3.11.2 CAS genesisWorld Mobile access

CAS genesisWorld Mobile access must be installed on a PC with application server.

Microsoft Internet Information Services (IIS) must be installed before installing CAS
genesisWorld Mobile access. Microsoft licence restrictions apply for Windows XP:
no more than 10 clients can access the IIS at the same time.

Start Setup.exe in the folder CAS genesisWorld Mobile access on the CD

Program and basic components.

The installation process corresponds to the one of CAS genesisWorld Web

access, see chapter "CAS genesisWorld Web access" (page 31).

3.11.3 CAS genesisWorld Mobile sync

Start Setup.exe in the folder CAS genesisWorld Mobile sync on the CD Program
and basic components.

Accept licence agreements and destination path.

On the next page, enter the name or the IP address of the CAS genesisWorld
application server. If you are working with the PC on which CAS genesisWorld
Mobile sync is installed, data has already been entered. Furthermore, enter a

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 How to Install CAS genesisWorld

user name and password for CAS genesisWorld with administrator rights. The
synchronisation server logs on to the application server with this login.

Enter the login for the user for whom the synchronisation service is registered.
This user for whom the service is registered must also possess administrator
rights.

On the page Install synchronisation server, enter the licence for the
synchronisation server.

Alternatively, you can request a 30-day trial version. Trial version request
opens the window Licence request information. You can thus view trial
version data which is transferred to Extended Systems.

Internet connection is required to activate the licence.

On the page Synchronisation settings, specify how and when data is to be

synchronised.

On the Information page, check your settings. CAS genesisWorld Mobile sync
is now installed.

Then a page opens on which the setup of CAS genesisWorld Mobile sync by the
administrator is described.

First steps and settings for users are described in the online help for users.

3.12 Distributed Installation with Update Mechanism

With the installation of CAS genesisWorld, you have installed the application
server and client software on one PC. Window clients can start CAS genesisWorld
via a network link.

Nevertheless, we recommend installing the Windows clients on the users' PCs. The
result would then be a distributed installation on several PCs.

Each user can install the Windows client himself on his PC.

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How to Install CAS genesisWorld

Procedure for the administrator

After CAS genesisWorld has been installed, the "..\ClientInstallation" folder is
created on the application server.

Administrators require corresponding rights to copy the new Windows client

installation or hotfixes to the application server.

Users must have reading rights to this folder. To assign these rights, this folder
is to be released for users. But do allow users only Reading rights to this folder.

Procedure for the user

The user opens the Windows Explorer.

He identifies the PC on which the application server is installed and opens the
"..\ClientInstallation" folder in the Windows Explorer.

The user starts the installation of CAS genesisWorld by double clicking

Setup.exe and installs the Windows client. An installation wizard guides the
user through the installation.

Procedure for an Update or Hotfixes

So-called hotfixes are installed for bugfixing if required. Hotfix files consist of a
HotfixSetup.exe file and ZIP files.

The folder in which HotfixSetup.exe is accessed, apart from this file, must only
contain ZIP files which include hotfixes and which meet the name convention, like
CAS genesisWorld_3_0_0_952_Hotfix_2006-10-21.zip.

Execute the HotfixSetup.exe on the application server by double clicking. The

hotfixes are displayed and you can select them if required. The files are now
automatically unzipped and copied to the corresponding folders. Files which
must be replaced are saved so that hotfixes can be reversed. The hotfix is now
completely installed.

Upon the next start of CAS genesisWorld, the installation wizard opens and the
Windows client is then automatically updated. Hotfixes are only automatically
installed if the copy is designed for the corresponding version.

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 How to Install CAS genesisWorld

When updating, execute the Setup.exe on the PC where the application server is
installed.

Your current version is then updated.

Upon the next start of CAS genesisWorld, the installation wizard opens and the
Windows client is then automatically updated

3.12.1 Several Application Servers or Replicating Domains

If you work with several application servers or replicate with several domains, you
can also update them automatically.

Set up a main installation of CAS genesisWorld on your PC.

Further application servers and laptops will now require reading rights on the
"ClientInstallation" folder of the main installation. All files required for a
complete installation of CAS genesisWorld are contained in this folder.

You can thus set up further application servers and laptops via Setup.exe in the
"ClientInstallation" folder of the main installation.

As soon as you have made an update to the main installation, other application
servers and laptops will recognise automatically that an update has been
performed.

On each of these PCs, the CAS genesisWorld components which have been
installed are updated.

Laptops are updated as soon as they are connected to the network.

3.12.2 Setting Up the Update Mechanism after the Installation

When you want to perform a distributed installation with update mechanism, the
"ClientInstallation" folder is stored on the application server and all further
installations of CAS genesisWorld have been installed in this folder via the
Setup.exe, e.g. other application servers, a Management Console, Windows clients
or complete installation on laptops.

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How to Install CAS genesisWorld

The components of CAS genesisWorld are automatically updated when a new

version or an update have been installed on the application server with the main
installation.

In some cases, installations were made without including the update mechanism
e.g. if CAS genesisWorld was not installed with the main installation.

But you can set up the automatic update mechanism at a later point by changing an
entry in the registration editor:

Open the Start menu of the respective PC and click Run.

Enter regedit.

Switch to HKEY_LOCAL_MACHINE/SOFTWARE/Cas-Software/genesis.

Double click SetupNetworkPath.

Enter then the path to the "ClientInstallation" folder of the main installation in
the window.

3.13 Update to the New Version

How to Prepare the Update

Before starting the update, you should make a backup of the CAS genesisWorld
data. This update is to include the database, the document archive and the portals,
if required.

For the update, you need the CD Program and Basic Components. Before starting
the installation, make sure that the Microsoft Internet Explorer 6 is installed on the
computer with the Management Console. When updating the program, the CAS
genesisWorld components are reinstalled.

An update requires update licences for all users who shall continue working with
CAS genesisWorld.

The application server can be stopped with the Server Manager tool. The Windows
Clients can thus automatically be informed and logged off, before running the
update, see chapter "Server Manager" (page 75).

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 How to Install CAS genesisWorld

Special Settings for DCOM

On some operating systems, DCOM settings for call, activation and start for all
COM servers can be made on one PC.

Furthermore, all access rights can be limited to local computers if, e.g., the service is
only to be used by applications on the same computer.

You can edit the global settings of the COM servers so that the servers can be
activated via remote access – see chapter "Application Server… Cannot Be
Activated" (page 143). XX Barbara Querverweis prüfen

The settings described in this chapter are of importance for the following cases:

Clients are accessed via remote and across domain borders.

The Management Console is accessed via remote and across domain borders.

You work with groups.

You replicate via the COM interface across domain borders. This process is
usually not performed with laptops but when replicating with several locations.

3.13.1 How to Update CAS genesisWorld

Start Setup.exe on the PC with the CAS genesisWorld installation.
If a complete installation of CAS genesisWorld on a laptop is performed, all
components, including database, are updated.
If only the Windows client is installed, it is only this one that is updated.

After the installation wizard has been started and the language has been
selected, the page Database update opens, if only the database is installed on
the PC.
If you work with more than one database, this page will open for each database.
The password must be entered for each database. After that, the databases are
updated and the update process is completed.

Other application servers and Windows clients detect a new version upon the
next start and can also be updated after a security check.

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How to Install CAS genesisWorld

Laptops are updated as soon as they are connected to the network.

As soon as you have run the new version of the CAS genesisWorld application
server, you also need to update the database. The Windows clients also need the
new version as clients of previous versions can no longer access data.

Note on previous versions

If you make an update to version 4 or a previous version, you run through all
pages of the installation wizard as you do with a new installation.

On the PC where the database is installed, please select Use database wizard in
the installation wizard. After the installation, activate the database wizard to
make an update to the CAS genesisWorld database.

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 Management Console

4 Management Console

After having installed CAS genesisWorld, activate the Management Console and
set up CAS genesisWorld for your company.

Find below the necessary steps which have to be performed before users can work
with the program. Further information on the procedure can be obtained from the
corresponding pages of the Management Console online help. In the Management
Console, you can define further adaptations and settings according to your
requirements.

Start the Management Console on the PC where CAS genesisWorld is installed:

Open the Start menu, click Programs/CAS genesisWorld/CAS genesisWorld
Management Console.

Enter the user name Administrator; you do not need to enter a password when
logging on for the first time - see chapter "Database access" (page 26). One of the
first steps in the Management Console is to enter an administrator password.

39
Management Console

The user Administrator exists both in the empty database and in the example
database.

The left pane of the Management Console is reserved for the administrator and the
right pane displays the working area.

4.1 Database Module

Please inform yourself on existing record types in the database module.

Decide if and, if yes, which record types are to be public.

Addresses, for example, cannot be defined user-sensitive if all users are to have
access to them. The same applies to projects since work and organisation is
done project-oriented.

4.2 How to Create Users and Groups

You can create users and administrate their access rights in the User
management module. Furthermore, users are assigned certain rights which control
access to data.

4.2.1 Define an Administrator Password

The administrator user has already been created since you have logged on as
administrator. This user must always exist and always possesses full rights.

Please assign now a password for the administrator.

In the User management module, open the User folder.

Select the box user Administrator and click the Change password icon.

Enter a password in the window that will then open and confirm the password
in the second field to make sure that no typing errors occur.

40
 Management Console

4.2.2 How to Create Users

By creating users in the Management Console, you also assign access rights to these
users. If a user starts CAS genesisWorld, he must enter this user name and a
password in the logon window.

Furthermore, access rights and settings for each user are also defined in the
Management Console.

You can use the Default user so you do not have to define the settings for each
user separately. Select this user and click the Properties icon.

Here you can define properties, such as rights and detail rights in the Rights
tab, which do not change. We recommend assigning all users full rights to data
record types so they can create and edit data records. The chapter "The Rights
System" describes in detail how to assign rights (page 45).

Create now for each employee working with CAS genesisWorld a new user with
the New icon.
When a user is created, the settings of the default user are transferred.

Please adapt this information: You only need to enter a name. You do not have
to fill in a password. Thus each user can log on to CAS genesisWorld without a
password and define his own password.

In the E-mail settings tab, you can create one or several e-mail accounts for each
user. Users can then immediately work with their e-mails. The same applies for
the Management Console and the Windows client.

4.2.3 How to Create Groups

Users can be assigned groups. Thus, users can be organised in certain departments,
tasks, etc. We recommend creating a group with all users of the company and
additional groups for users with special rights like the management board,
employees, temporary personnel etc. In doing so, you can assign different rights to
each of these groups and you do not have to assign rights for each user separately.

When a new group is created, the default group serves as template and their
settings are adopted.

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Management Console

If you want to create several groups, create default settings in the group Default,
like with the user Default.

To begin with, you probably only need to create one group.

In the User management module, open the Groups folder.

Creat a new group, e.g. All, with the New icon.

Select then the group All. In the Properties window, click the Membership tab.

With Add, you open the Select user window where you can select all displayed
users and add them as members to the group.

Users and groups rights

When the participant selection is performed, the user can view:

all users with whom he shares a group if he possesses full rights within this
group, see chapter "The Rights System" (page 45),

all users which can be accessed by this user via external access.

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 Management Console

If external access has not been permitted and if there is no group at all, there are no
participants displayed when the participant selection is performed. Users cannot
view each other.

Please note that user and group rights are added. Users should not obtain higher
rights with group membership. You can e.g. deactivate all rights from all users of
the company within this group. That means that in the group named “entire
company“, the individual right of the user applies.

Assign the users which have been created to groups and assign the
corresponding rights within the groups.

4.2.4 Overview
With the Overview button in the User management module, you open a window
in which you can select all properties that you want to be displayed. After clicking
OK, an overview for the selected user is displayed.

These properties include

user settings,

an overview on all rights and

all external access rights to others and from others

separated according to data record types

and an overview on all rights arising from group membership, etc.
You can print this overview.

4.2.5 Activate Functions for Users

Access of CAS genesisWorld users on modules and functions depends also on
licences. Authorised users are to be registered in the respective licence in the
Management Console.

By doing so, the functions for this licence are activated for the respective users.

43
Management Console

Please change to the Licences module.

Select the respective client licence. Click to open the Activate for window.
Licences are always assigned for certain users. You can assign access
authorisation for as many users as licences exist.

4.3 How to Register

CAS genesisWorld requires a registration at CAS Software AG.

Either you activate the registration on the Management Console or

you register on our Internet pages on https://registration.cas.de or

you send us your registration information by post.

In either case, after your information is checked, you will receive an activation code
which is entered in the Management Console. Please register within the given time-
limit since otherwise, after several notes, restrictions are performed in the
Management Console.

Please do not confound this registration of CAS genesisWorld at CAS Software AG

with the registration of the application server when installing the program.

4.4 Summary

Create for each employee a new user in the Management Console.

Assign them rights or external access rights to view each other in the program.

Create a group with all users. If users of this group are assigned full rights, they
can view each other.

Create a public profile Autostart with the most important views. It makes work
easier for users at the beginning.

Calculate also a data backup,e.g. with the Server Manager, before users work
with CAS genesisWorld, see chapter "Server Manager" (page 75).

Register CAS genesisWorld at CAS Software AG.

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 The Rights System

5 The Rights System

For data security and data protection reasons, rights which regulate data access can
be assigned in CAS genesisWorld.

The administrator assigns rights on the Management Console. Thus, it is defined

which users can view and edit which data. Users can, at least for records created by
the users themselves, also assign rights to other users.

This chapter informs on rights which can be assigned by the administrator as well
as by the user.

To understand this chapter, you should have seen the described functions at least
once. You can also open the corresponding windows when reading the chapter.

5.1 Rights Assigned by the Administrator

The administrator assigns rights in the Management Console.

Users are created,

The application of program modules is permitted,

The option to assign right to data records is set via the user sensitivity,

users are assigned rights to data records and data record types and

external access options between users are defined.
The following figure shows a simplified illustration of the rights model. This
reduced model is to facilitate the start with the program. It will also help you to
better understand the detailed information in this chapter.

Different record types are displayed in tables. As an administrator, you can view
data from a vertical point of view and assign rights for columns.

Furthermore, you can assign rights for record types, e.g. for tasks and documents.
The user can view data from a horizontal point of view and assigns rights to
records. As a consequence, the rights resulting from this overlay apply.

45
The Rights System

5.1.1 Access Rights and Owner Rights

As a rule, a difference is made between access rights and owner rights.

Access rights permit or limit access to data records. Access rights can refer to
record types, fields of record types or certain records.

Access rights between users are referred to as External access rights. These rights
direct which records of other users can be accessed by which users and how.

Access rights and external access rights range from personal to full rights.

In the Management Console, the administrator defines access rights to records and
external access rights between users.

In CAS genesisWorld, users can also edit external access rights of other users
themselves. Whether this is permitted or not is defined by the administrator in the
Management Console. If external access rights are edited by a user, the settings in
the Management Console performed by the administrator are also edited. The same
applies the other way round.

46
 The Rights System

The settings performed by the administrator and the settings made by the user
overwrite each other. It is always the last setting which applies.

Owner rights direct rights to individual records created by a user. If a record is

created by a user, the record "belongs" to him, i.e. the user has full rights to this
record. Further participants can be added to the data record when the record is
created. These participants can also be assigned full or limited rights to the record
by the user. Participants also – fully or partly - "own" the record.

A basic difference is made between public and private data records.

Public means that there are no owner rights assigned for a data record or that a
data record is not user-sensitive. The data record can be accessed by any user.

Private records are non-public data records which are assigned one or several
participants. If a user creates a data record, he is automatically entered as partici-
pant. If this user removes himself as participant, the data record is delegated to the
remaining participants. The data record becomes public, if no participant is entered
in the data record. If a user does not remove himself but adds further participants,
other participants have owner rights to this record.

Personal records can only be viewed by the user who has created the data record
and the users which have been entered as participants. Data records such as an
appointment of an employee with a member of the works council or personal
documents can thus be identified if special data protection is required.

A personal appointment is displayed in the calendar of other users. However, this

appointment cannot be opened by them.

User Sensitivity: How to Permit Owner Rights

A data record type must be user-sensitive so that users can assign and be given
owner rights to data records.

If a data record type is not defined user-sensitive, the records of the data record
type are public: users cannot enter participants on these records, i.e. there are no
owner rights to these records.

47
The Rights System

For user-sensitive data record types, users can select participants when they create
these data records and thus define owner rights.

If data record types are not user-sensitive, you can assign rights as administrator,
see chapter "Rights for Users and Groups to Data Record Types" (page 50).

5.1.2 How to Create Users and Groups

How to Create Users

The administrator creates users in the Management Console and thus enters access
authorisation, including user name and password, for the program.

Further properties are defined when users are created, e.g. rights to data records,
external access rights, whether a user is permitted to replicate or to work with
add-on modules, etc.

The administrator user has already been created. This user possesses all rights and
cannot be deleted. Due to this, there is always at least one user who can log on to
the Management Console and to CAS genesisWorld.

How to Create Groups

Groups are also created in the Management Console. Rights to data records are
assigned to groups. Furthermore, users with full or limited rights can be group
participants.

If a user does not have external access and if he is in no group with full rights, he
cannot view users when the participant selection is performed. The following
applies: if a user does not have full rights within the group, the user can be viewed
by other members of the group who possess full rights but he himself cannot view
them in the respective windows.

Members of a group with full rights possess mutual reading rights. This does not
apply to personal data records.

48
 The Rights System

External Access
External access to data records of a user by other users can be defined in various
ways.

Management Console: on the External access by others / external access to

others tabs of the Properties window the administrator can define for each user
his external access rights to other users as well as external access rights other
users have to him.

Each user himself can also assign other users external access rights to his
personal data records. The settings performed by the administrator and the
settings made by the user overwrite each other. It is always the last setting
which applies.

A user can only define external access himself if the administrator has activated
this option on the General tab of the Properties window in the Management
Console.

The basic precondition for external access can be found in the Access rights
folder in the User management module of the Management Console. If you do
not activate External access, none of the above-named settings for external
access is considered.
If you activate this option, both users and administrator can define external
access with corresponding settings in a sophisticated way.

Access Rights with Group Membership

Access rights of users with group membership are based on comparable rules:

Users which are members of a group with full rights have reading external
access to data of all other members of this group.

As an administrator, you define these settings for a user or a group on the

Membership tab of the Properties window.

A user can activate or deactivate access rights that arise from group member-
ship if, as an administrator, you have activated this option on the General tab of
the Properties window.

49
The Rights System

The basic precondition for these settings can also be found in the Access rights
folder of the User management area in the Management Console. If you do not
activate Access rights with group membership, none of the above-named
settings are considered.

It is recommended to create a group which includes all users of the whole company
as well as additional groups for users with special rights such as management,
human resources department, staff supervisors, purchase department, temporary
personnel, etc.

5.1.3 Rights for Users and Groups to Record Types

The administrator can define access rights of each user and each group up to the
field level of data records. Due to this, e.g., the user cannot view or fill in certain
fields.

On the Management Console, settings are made for each user and each group that
define whether to be able to read, insert, edit, etc. records of a data record type or
not.

Via a filter, the administrator can define that the user or the group is allowed to
make use of his or their rights for only certain records of the record type. Thus, the
administrator can e.g. also limit access rights for records which are not user-
sensitive.

Example In a company, there are addresses which are not user-sensitive but public
so that they can fully be accessed by any user. There are two categories for
addresses: "General" and "Business partner". Addresses of business partners are to
be accessed by the management and the management office only. The administrator
can thus define a filter for addresses via the "General" category and permit access to
only these addresses.

Detail rights define whether or not a user or a group is allowed to view or edit the
field for each field or column.

50
 The Rights System

5.1.4 Rights, Filter and Detail rights

In the Management Console, the administrator has several possibilities to assign
user rights for user-sensitive data record types.

Rigths to data record types

in the Properties window of users and groups open the Rights tab

Rights to certain data records of a data record type

in the Properties window of users and groups open the Rights tab and search via a
filter

Rights to certain fields of a data records

in the Properties window of users and groups open the Rights/Details tab

Which rights arise from combinations of settings?

The following examples shows two groups with differing rights and a user which is
member in both groups.

Rights to Data Details: Rights Result

Record Type regarding Columns

Group A Addresses: Enter All fields: Edit The right to enter

data record types

Full detail rights on

all fields for new
data records

Group B Addresses: Edit Turnover field: The right to edit a

No rights data record type

No detail rights to
the Turnover field

User AB is Addresses: Edit All fields: Edit The right to edit a

member of the data record type
group A and
Full detail rights to
the group B
all fields

51
The Rights System

This means for user AB that the respective activated maximum right applies for the
data record type and the rights on column level regardless of filter settings.

The right Change on the column level is only of importance if at least the right
Change (or Enter for new data records) is activated on the data record type level.
That means, if the Reading right is set for a data record type, only the columns of
these data records can be read.

If the right Viewing does not apply for the columns, a user with rights to addresses
can still view the address, but not the respective field.

Differing rights on the data record type and column level add up to each other for
user AB and the maximum right applies.

The same basically applies in the following example, although filter settings further
restrict the access rights to addresses.

Rights to a Data Details: Rights Result

Record Type with regarding
Filter Settings Columns

Group A Addresses: Enter All fields: Edit Right to enter data

record type
Filter: Post Code =
Addresses for post
7%
code area 7

Full detail rights to all

fields with new data
records

Group B Addresses: Edit Turnover field: Right to edit data

no rights record type
Filter:
Addresses for post
Post code >= 6000
code area 6 to 8
and
Post code <= 8999 No detail rights to
Turnover field

52
 The Rights System

User AB is Addresses: Edit All fields: Edit The right to edit data
member of record type
Filter:
the group A Addresses for post
Post code >= 6000
and group B code areas 6 to 8
and
Post code <= 8999 Full detail rights to all
fields

This means for the user AB in the example above, that the respective activated
maximum right applies for the data record type and the rights on column level
regardless of filter settings.

The rights concerning columns are not bound to filter settings, but apply
independently.

5.2 Assignment of Rights by Users

In the following cases, users can assign rights for other users:

When creating data records, users select participants of the data record. They
can thus define which user is to have Owner rights to this record.

With External access, users select participants and allow them to access data
which they create themselves or on which they are entered as participants.

Furthermore, users can possibly switch off Deactivate access rights due to
group membership.

5.2.1 Owner Rights: Selecting Record Participants

Owner rights to records can only be assigned if this record type is user-sensitive.

This is how rights are assigned to data records:

Create a new appointment.

Click the button or the Participant icon. The Select participant window opens.

53
The Rights System

In the left pane, users, groups and resources are displayed. In the list, you can
find only those users,

with whom you share a group, and

who have full rights in this group, and

users to which you have external rights.

On the right Participants list, you as owner of the appointment are
automatically entered with full rights.

On the list in the left pane, move the participants, groups and resources that are
to take part in the appointment to the right. Thus, they also will become
participants or owners of the appointment.

You can furthermore assign all users on the left rights to the data record via a
dropdown list: full rights, only reading rights, etc.

If all participants are removed from a data record it becomes public i.e. all users
can fully access the data record.

Graded rights can be assigned to the special participant All (Public).

54
 The Rights System

Example: You create an appointment with a colleague. As participant, you can

select the colleague and the participant All (public).
The colleague is assigned full rights, the participant All (public) is assigned
reading rights. The colleague can thus move the appointment, edit notes, add a
link, etc. All other colleagues can view but they cannot edit the appointment.
Note
With Full rights, you can also delete recycle bin data.

5.2.2 External Access Rights

With external access rights, a user´s data can be accessed by other users. External
access rights can individually be assigned to each record type.

Users can set up external access themselves or edit the setting of the Management
Console if permitted by the administrator.

This can be performed in the CAS genesisWorld Windows client on the Extras
menu by clicking Settings/General tab and then Edit external access.

On the Edit external access window, all users who are to be assigned external
access are selected.

External access can be defined on the lower part of the tab. After clicking
Advanced, all record types are displayed. You can now individually set up external
access for each user and each record type.

5.2.3 Owner Rights and External Access

External access rights can thus be assigned for certain data record types and to
certain users.

When selecting participants for a certain data record and thus defining owner
rights, you can also define external access.

55
The Rights System

In the data record window, e.g. of an appointment, open the Select participants
window. On the lower left side, the dropdown menu Maximum external access
right is displayed.

In this dropdown menu, the general external access right is selected. This
setting applies to:

this record only, and

to all users who have been assigned external access rights by you or the
administrator.

If the external access right on a record is set up individually, this external access
right applies to all users who possess access right on your data.

How can access to records designed only for certain users be set up?

Add these users as participants to the record.

Select the participant(s) in the right list.

Click the Rights button atop of the right list and set up the rights for these
participants.

The owner right counts more than the external access right: if owner right and
external access right differ from each other, the owner right applies.

You can e.g. assign only reading rights to a participant. Then this right also applies
if this participant has full rights on your data records with regard to external access.

Similarly, access rights of a group and those of a member of this group can be set
up individually.

A group with full rights is participant of a record. User A is a member of the

group. This user is now added as a participant of the record and is also assigned
reading rights. User A, although being a member of the group, thus possesses
reading rights only.

56
 The Rights System

You can also select Personal via the dropdown menu Maximum external access
for a record. A private record with all information can only be viewed by users
which are entered with respective rights as participants of the record.

A personal appointment is displayed in the calendar of other users. However, this

appointment cannot be opened by them.

5.2.4 External Access Rights due to Group Membership

Members with full rights in a group automatically have reading rights on the data
records of other group members. This status can be edited in the Windows client.

In the Management Console, the administrator must permit that these settings
can be edited.

Click Tools menu / Settings in the Windows client.

On the General tab, click the check box Deactivate access rights due to group
membership.

5.2.5 How to Delegate Data Records

You have the option to remove yourself as participant from the participant
selection. These data records are thus delegated to selected participants. The full
rights to delegated data records belong to the user who has last updated the record.

To do this, the user must have external access to the record since otherwise the
record is not displayed in any view. The user loses access rights when the record is
edited by another user.

An example: You remove yourself as participant from an appointment and you

notice having edited the wrong appointment. You can then open the calendar of
another participating colleague on which you may have reading access only and
reenter yourself as a participant.

If, however, the record has already been delegated by another user, the participant
who has made the previous delegation loses his rights.

57
The Rights System

5.2.6 Public Records

A record is public if there are no record participants. Public records which, in the
Management Console, have not been restricted with a filter, can be viewed and
edited by all users.

5.2.7 Calendars of Other Users

Users can view calendars of other users if they have external access to these users.

Open a calendar view and then the dropdown menu Shared calendar view on
the upper right part of the program window.

Select a user from the dropdown menu. You can then view the data of the
respective user in the calendar view.

5.2.8 Rights Hierarchy

There are different ways for a user to be assigned rights to data records.

The user can be assigned rights to data records in the Management Console.

The user is a member of a group with full rights and has thus reading access to
all records which have been created by other participants of the group.

On the Management Console, user A is assigned external access to user B by the

administrator. User A has thus access to records of user B.

The user is a participant of the record.

User A has assigned external access to his data records to user B.

User A has assigned external access to certain data records to user B that does
not correspond with the general settings for external access of user A.

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 The Rights System

Please Observe the Following Rules

User and group rights are added. This is why a user should not unintentionally
receive more rights with his group membership.

External access right can individually be graded for each record type by the
administrator in the Management Console and in the settings of the Windows
client.

In addition to the above-named general external access right, external access

right can individually be set up by owners of data records. This setting which is
directly performed to the data record applies to the individual record and to all
users who have external access to the owner of this data record. The user can
thus user-defined assign more or less rights to this data record.

Owner rights are superior to external access rights. If an external access right is
individually set up for a record, this right applies to all users who have external
access to the owner of the record. How can access to records which is designed
only for certain users be set up?
If a user is selected as owner of a data record and the owner right differs from
external access right, it is the owner right which applies.
Similarly, access rights of a group and those of a member of this group can be
set up individually.
A group with full rights is participant of a record. User A is member of this
group. This user is now added as participant of the data record. User A receives
reading rights only. User A, although being a member of the group, thus
possesses reading rights only.

59
The Rights System

Example – Appointments within the Management Board

The chairman, its secretary and another employee are participants of a group with
full rights. As consequence, they have reading access to one another´s records.

Chairman Secretary Other Employee

Creates an appointment External access: reading External access: reading
of which he is the only rights only with group rights only with group
participant. membership membership
The secretary can read The employee can read
but she cannot edit the but he cannot edit the
appointment. appointment.
Edits external access She now has full rights to He still has only reading
rights of the secretary the appointment. rights to the
and assigns Full rights, appointment.
Access on confidential
for appointments to her.
Creates a new She has full rights to the He does not have access
appointment and sets appointment. to the appointment.
the appointment to
Access on confidential.
Creates a new Does not have access to Does not have access to
appointment and sets the appointment. the appointment.
external access to Access
to personal.
Creates a new Has full rights to the new Can read but he cannot
appointment with the appointment of the edit the appointment.
secretary as a second management.
participant.

60
 E-Mail Server

6 E-Mail Server

E-mail servers are tested regarding their compatibility with CAS genesisWorld by
CAS Software. A list of tested e-mail servers recommended by CAS Software AG
can be found in the current release list on our homepage
www.cas.de/Download.htm.

The e-mail protocols IMAP and POP3 are supported according to the defined
standard. This, however, only applies in connection with e-mail servers which have
been tested by CAS Software AG. Some of the e-mail servers currently available on
the market do not meet the defined standard so that errors may occur when
cooperating with CAS genesisWorld.

If you want to use one of these protocols but with an e-mail server that has not
explicitly been recommended, CAS Software AG does not assume any guarantee.
Please check CAS genesisWorld for its e-mail functionality. We will appreciate any
feedback on approved servers.

These are the minimum requirements for e-mail servers:

The e-mail server must be multi-session capable.

The number of simultaneous open connections for one e-mail account on the
server is to be set, depending on the user scenario, to at least twenty. For CAS
genesisWorld updates e-mails of different mailboxes at the same time and
imports them into the database or a user has opened several e-mail windows.

E-mail server and CAS genesisWorld application server should not run on the
same computer. We recommend to avoid this combination, or, at least, to
carefully check it in advance.

Server settings for IMAP und POP3 accesses can be made by the administrator in
the Management Console. You can thus control the strain of the application server
and the database system, especially via the interval for automatic transfer of new
mails into the database.

Public folders have their own rights system and can contain many e-mails which
possibly have the same rights status.

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E-Mail Server

All folders whose entry starts with “Public …“ are not transferred to the database.
If certain e-mails from public folders are to be available offline, they can of course
be archived.

The use of the notification service requires a personal POP3 or IMAP access on the
PC where the application server is installed. Even if all users work with the
Microsoft Outlook e-mail client, you need a POP3 or IMAP access to the application
server if you want to use the notification service.

6.1 IMAP
We recommend IMAP (Interim Mail Access Protocol) for Internet mails.

With IMAP, the e-mail client can edit e-mails on the e-mail server. CAS genesis-
World supports the current IMAP Version 4. IMAP is also supported by all
important e-mail servers e.g. the current versions of the Microsoft Exchange Server.

IMAP has been developed to transfer news if required. A list with IMAP providers

62
 E-Mail Server

can be obtained from www.imap.org/products/providers.html.

6.2 POP3
Most e-mail servers support POP3 (Post Office Protocol) or SMTP (Simple Mail
Transfer Protocol) and enable also the receiving of e-mails on those systems that
cannot guarantee an automatic update with all e-mail servers.
Note
CAS genesisWorld possibly requires more than one connection per e-mail account
from client to e-mail server. This is not possible with some e-mail servers (by
default). Thus the automatic update cannot be performed with all e-mail servers.

This also applies to Exchange Servers 5.0 and later. Previous exchange server
versions require an add-on module.

POP3 does not manage mails in a folder structure. Incoming mails are collected but
no outgoing mailbox exists in In CAS genesisWorld; mails which have been sent are
archived. This replaces the folder structure. The outgoing mailbox is simulated with
archived mails or with local folders.

Due to this, the full functionality of links to other CAS genesisWorld data records
can also be provided for sent messages.

The advantage of this interface is its common application and that it is computer
independent. Messages can be edited on each CAS genesisWorld client with
Internet access. This means that mails can also be edited at home or on a laptop
which is a big advantage for home offices or field staffs.

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E-Mail Server

6.3 E-Mail Integration

The figure gives an overview on the CAS genesisWorld e-mail integration.

When working online, Windows clients maintain a direct connection to their mail-
box on the e-mail server without putting strain on the application server. E-mails
which have been adopted online can be archived and become thus CAS genesis-
World records for which all CAS genesisWorld functions such as assigning partici-
pants, displaying them in other views, linking them with other records, etc. are
available.

Users can work both offline and online. With the automatic transfer, e-mails can be
adopted into local folders or into a special area of the database. This means for
users: If they activate this option in the e-mail account, e-mails from the mailbox are
automatically adopted into this folder or into the CAS genesisWorld database in
predefined time intervals.

These e-mails will also be available if no connection to the e-mail server is

established and can thus be edited with CAS genesisWorld on a laptop without
permanent network connection. E-mails can also be archived and then linked or
replied. Replies are sent as soon as a server connection is set up.

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 E-Mail Server

E-mails which are automatically transferred are only available for the designated
recipient. These e-mails thus correspond to personal data records with the user as
participant.

To transform automatically transferred e-mails into CAS genesisWorld records, e-

mails, like mails which have been edited online, must be archived by the user.

6.4 Registration to the E-Mail System

E-mail access can be created by the users themselves or in the Management Console
by the administrator. The proceeding is the same in both cases.

As soon as an e-mail account is configured on your PC, you can select most settings
simply by using the corresponding dropdown menus.

The information for POP3 and IMAP interfaces includes user name, password,
e-mail address and the name of the applied e-mail server.

One access is selected as default access. This default access is used when no other
access is defined by context. When, e.g., an e-mail from a list view is forwarded,
this list can also be assigned a certain access which differs from the default access.

65
Data Protection

7 Data Protection

You have to make backups from the following CAS genesisWorld data:

the data contained in the database system i.e. data regarding addresses, tasks,
users etc.

the files in the document archive

the respective folders in the "..\Portals" folder if you work with CAS genesis-
World Mobile sync

the files of the portals for CAS genesisWorld Web access, Mobile access, etc.
A backup is here defined as a copy of the complete data stock on another data
medium e.g. a CD or another PC. A backup copy protects you from data loss if a PC
does not work correctly anymore. A data backup on the same PC, e.g. in a different
folder, is no sufficient backup as it would get lost when the PC is not working.

Database Backup
Make a data backup with the Server Manager when you are working with the
database systems SQL Server 2005 Express Edition or the Microsoft SQL Server.

Generally, special tools are available to backup database systems.

Notes
We urgently recommend performing a daily backup.

You can for example make a backup copy at each day in the week. These backup
files will then be overwritten in the following week. That way, you always have
backup copies of the last five working days.

RAID (Redundant Array of Inexpensive Disks) systems ensure a higher

protection as data is saved on at least one more hard disk.

Additionally, you can perform monthly, quarterly etc. backups.

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 Data Protection

Document Backup
The document archive is located in a special folder which was indicated upon
installation. Copy the entire folder to another data medium to create a backup. You
can also use an archiving system.

Portal Backup
The administrator makes a backup of the folder which contains portals.

7.1 Database Access Protection

When performing a default installation of CAS genesisWorld with the database
system SQL Server 2005 Express Edition or the Microsoft SQL Server, the user sa
(system administrator) is automatically created for the database.

For security reasons, we urgently recommend assigning a separate password for

your database to protect your data from unauthorised access.

When installing CAS genesisWorld for the first time, you assign a personal
password for your database.
That way you make sure that only the CAS genesisWorld application server can
access the CAS genesisWorld database.

If you update your CAS genesisWorld installation and you have assigned the
general password saMSDEdb, you should change it.

Proceeding
In the following, the steps for the Microsoft SQL Server Desktop Machine are
described.

Start the database wizard of CAS genesisWorld which can be found in the CAS
genesisWorld program group.

Select your database in the Database wizard for CAS genesisWorld window
and select Disconnect.

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Data Protection

Click Start/Run on the desktop.

A window opens. Enter cmd and confirm with OK.

A new window (DOS box) opens. Enter the following command and press
[ENTER]: osql -E

Enter then the following command and press [ENTER]: sp_password @old =
null, @new = 'NewPassword', @loginame ='sa'

Enter then the following command and press the [ENTER]: go

Enter these commands exactly as described, including all space characters. But
replace NewPassword with the new and more complex password. Do not
forget to also enter the apostrophes.
A sufficiently complex password contains letters, numerals and special
characters as well as upper and lower case letters.

You will receive the following message informing you that you have
successfully changed your password: Password changed.

Please register now the new password for CAS genesisWorld so that CAS
genesisWorld can still access the database.

Start the Server Manager and click Close on the Server registration tab, see
chapter “Server Manager” (page 75).

Change to the database wizard.

Click Connect.

On the page which then opens enter your database settings:

Name of the database PC: localhost

Username: sa

Password: Enter here the changed password.

Database name: Select your CAS genesisWorld database.

The document archive settings on the next page do not need to be changed.

Click Finish.

The CAS genesisWorld application server is automatically restarted.

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 Data Protection

7.2 Internet Access Protection

All users working with CAS genesisWorld must be entered in the CAS genesis-
World Management Console. If certain users are to access CAS genesisWorld data
via Web client, access must be permitted for these users on the Management
Console. The logon to the Web client is made with the same user name and pass-
word which are used for the Windows client. It is checked whether respective
authorisation exists.

7.2.1 Data Transfer Protection

You have the option to protect data transfer via the Internet. Thus, wiretapping can
be avoided.

On www.verisign.com or www.thawte.com you can, e.g., purchase server

certificates for the so called SSL protocol and install them on your Web server.

The SSL protocol (Secure Socket Layer) ensures data communication by means of
server authentication, data encryption and data integrity. This means that the Web
client must identify himself to the server each time data is transferred. Furthermore,
data is transferred encrypted and, finally, it is checked if the transferred data is
authentic.

This proceeding offers much better data protection than a simple registration at
CAS genesisWorld with user name and password.

7.3 Access Protection for Laptops

A user working with a laptop and using replication should not have direct access to
CAS genesisWorld data or to the document archive.

This can be ensured by Windows and SQL data protection precautions.

Please consider the following aspects:

There should be a password to access Microsoft SQL server. It is urgently

recommended to enter a password when installing the server.

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Data Protection

The folder containing the document archive should be protected via NTFS
protection (New Technology File System) so that users do not have direct
access. Onl local administrators should have access. CAS genesisWorld users
should be assigned Windows main user rights.

A user with local administrative rights should be entered in the component

services of the CAS genesisWorld package to ensure that the application server
runs and the document archive can be accessed. This can be done via the server
manager, see chapter "Server Manager" (page 75).
Please do not forget to specify the domain \PC name on the server manager
when entering the user name (Structure: domain name\user name).
Furthermore, Make available must be run so that the user is entered with the
next registration. If the logon is asked for again, the logon becomes invalid.

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8 Important Tools

These tools include four programs:

With the database wizard, working steps can be performed after the installation
of the program, e.g. if the database is to be enhanced.

The server manager controls the application server, e.g. for administrative
work.

The file reference converter adds application files which are saved as file
references in CAS genesisWorld to the document archive.

The registry viewer edits registration entries of the application server and
modifies them ex post if necessary.

8.1 Database Wizard

When installing CAS genesisWorld, you usually perform the required steps for the
database system.

After the installation, you work with the database wizard to perform steps for the
database, e.g.

when creating a new database, or

when configuring database access for the CAS genesisWorld application server,
or

when updating the database.

The database wizard is described in the database wizard online help whereas the
administrator manual provides basic knowledge and gives an overview on these
functions. The online help also describes the data transfer from teamWorks classic.

After installing the application server, you can start the database wizard on the PC
on which the application server runs. The PC on which CAS genesisWorld is
installed must have access to the PC where the database is installed.

On CAS genesisWorld program group, click Database wizard.

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Important Tools

The wizard´s homepage always contains detailed texts. Please read them carefully.
The following chapters, complementing the descriptions of the wizard, will give
you an overview.

8.1.1 Multi-Client Capability

Multi-client capability means that you can access several databases with the CAS
genesisWorld application server. Each database requires its own licence.

Different users can be created in each database and each database contains different
data. You can thus run applications which are completely independent from each
other such as CAS genesisWorld for employees, an application for suppliers,
customers, etc.

8.1.2 Functions
When the database wizard is started, a page containing a list of available databases
opens. Here you can activate all functions for databases.

New database: You have newly acquired CAS genesisWorld and want to start
the application or create a new database – see chapter "New Database" (page
73).

Connect: Click this button if you want to connect CAS genesisWorld with
another database, see chapter "Database Connection" (page 74).

Disconnect: Disconnects CAS genesisWorld from a certain database.

Rename: Click this button if you want to edit the Name of the selected database.

Update database: Click this button if you want to make an update to an existing
CAS genesisWorld database, e.g. with a new version, see chapter "Database
Update" (page 73).

Define default: A database is always the default database users log on to when
starting CAS genesisWorld for the first time. If you work with one database
only, this one is automatically considered as default database.
If you open the Management Console after the installation, you can log on to the

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 Important Tools

default database.
If you can choose from more than one database, select the database via a
dropdown menu when logging on to the Management Console.

Extend: You already have a CAS genesisWorld database and you want to extend
it, e.g. with new data record types of a partner solution, see chapter "Database
Extension" (page 74).

Database Update
Database and CAS genesisWorld application server must be compatible. If you
have installed the new version, you can update the database with this function.

Log on with your administrator password to the CAS genesisWorld application

server. Then the database wizard updates your database for a new version.

New Database
The following database systems are supported:

Microsoft SQL Server, or

SQL Server 2005 Express Edition,

Oracle Standard Edition One, or

Oracle
If you work with a database system, please read the notes in chapter "Database
Systems" (page 11).

If you set up a new database for CAS genesisWorld, you can use an empty database
or an example database.

Using an empty database, you can log on as Administrator in the Management

Console without a password.

Using an example database, you can either log on as Administrator without

password or you log on with the user name Robert Glaser without password.

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Note
The example database currently only exists in German

Connecting the database

If you want to connect CAS genesisWorld to another database, the page Access to
database opens after having chosen this option.

Select a database or Oracle service.

If you work with Microsoft SQL server and the proper account for the database PC
is entered, you can select one of the available databases from the dropdown menu
Database name.

Database Extension
The database is enlarged when additional fields (columns) are created with the
Management Console or when extension are performed by a partner solution.
Extensions are saved in script files.

When extending the database, script files are searched for in the "..\Common
Files\CAS-Software\DBAssistent\SP" folder.

Script files are also required if you work with two databases which do not replicate
but if both databases are to contain additional columns. This is not required if both
databases are replicated since adaptations of the database model are transferred to
a second domain with the replication.

The application of script files may effect your data. Make sure that you have an
updated copy of your current data which can be set up after possible errors.
Note
When replicating into a new, empty database, adoptions are not replicated. Please
use the domain replication wizard in order to set up a new domain, see chapter
"Domain Replication Wizard" (page 97). If additional fields are created after the
first replication, these fields are replicated.

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8.2 Server Manager

The server manager controls the application server, e.g. administrative work and
database protection.

The Server Manager on the application server is started from

Start/ProgramFiles/CAS genesisWorld/CAS genesisWorld Server Manager.

The settings of the server manager are saved each time they are modified.

The Server Manager is described in the Server Manager online help, the adminis-
trator manual provides basic knowledge and gives an overview on these functions.

Info
The Info area is located in the lower part of the CAS genesisWorld Server Manager
window. All activities are recorded and the respectively last status can be checked.

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Important Tools

CAS genesisWorld Server Registration tab

On this tab, you can define the account for the CAS genesisWorld application
server, i.e. the active user or a user you deliberately choose.

The mode of registration you have defined when installing the program can be
edited in this area.

Furthermore you can stop or activate the application server, e.g. before or after a
database backup.

Automatic Operations tab

In this tab, you can define an automatic time interval in order to stop or lock the
application server e.g. for a daily backup.

Database tab
The Database tab allows you to check and monitor the connection of the applica-
tion server to the CAS genesisWorld database. If, e.g., Microsoft SQL server is
stopped unexpectedly, the CAS genesisWorld application server must also be
stopped and restarted. Only then can Microsoft SQL server be restarted and users
can log on again.

Backup/Restore tab
To make a backup to of the database, tools designed for SQL server and Oracle are
normally used. With server manager functions in the Backup/Restore tab, you can
also make a backup of the database an SQL Server 2005 Express Edition database or
of that of a Microsoft SQL server.

Specify the folders to backup and restore the database. The PC on which the
database is installed, must have writing rights to the specified paths.

If you tick the Daily database backup option, you ensure a daily backup.

Backup now creates a database backup. Possible backups are overwritten if you do
not edit the file name.

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 Important Tools

Restore now restores the last backup. You must stop and lock the CAS genesis-
World application server before starting these processes.

E-Mail / Messages tab

If user and administrator are to receive automatic e-mail messages upon actions of
the Server Manager, the user can define respective settings in this tab like a shared
address for all users or an address for the administrator.

8.3 File Reference Converter

The file reference converter is a wizard which serves to add application files that
are managed as file references in CAS genesisWorld to the document archive.

Open the file reference convertor in the CAS genesisWorld program group.

With the file reference converter, you can define in detail which files or which
folders you want to add to the document archive.

On each page of the wizard, you can find detailed information on required
settings or specifications.

8.4 Registry Viewer

The Registry Viewer (Registry Viewer.exe) is installed together with the application
server in the "..\Server" folder.

With this program, you can, comparable to Windows registry editor, edit the most
important registry entries or modify them ex post, e.g. when database access has
changed or when another database is used. Timeouts for server connections can
also be edited here. Furthermore, you can specify which folder is to contain the
document archive.

To adopt modifications, click Save in the registry viewer and restart the application
server.

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Important Tools

8.4.1 Edit the Document Archive Folder

Documents are not saved in the database but in a specified folder, the document
archive. This folder is set up during the installation process, see chapter "Document
Archive" (page 27).

The document archive can be edited with the Registry Viewer program.

Double click the Registry Viewer.exe in the "..\ProgramFiles\Common

Files\CAS-Software\Server" folder in order to run the program.

In the RegistryPath menu click Document Service/ ArchiveDir.

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9 Data Replication

CAS genesisWorld data replication allows to synchronise data of several CAS

genesisWorld databases. Different sites, departments with their own databases or
laptops can work with the same data. Data which is to be replicated includes

addresses, activities, documents, phone calls, opportunities etc., their links,

archived files and templates (without links),

the complete CAS genesisWorld Management Console including groups and

rights to record types, records and fields, and

categories, input assistance and settings, e.g. profiles, view formats, saved
filters, calendar colours etc.

CAS genesisWorld data records do not only include existing fields. An address
does not only consist of name, street, place and phone number, etc. Further records
such as links are required to represent a single CAS genesisWorld dossier. With
regard to replication, this means that all data belonging to the address is
consistently synchronised so that the address and the dossier have the same content
and the same access rights in each location.

If the database is adapted by you or your CAS genesisWorld partner and you have
created new columns or data record types, these database adaptations can be
transferred to a second domain.

However, adaptations are not replicated when replicating to a new, empty data-
base. In this case, the domain replication wizard can be used to set up a new
domain. Adaptations are replicated if they are performed after the first replication.
This option can be selected in the Properties area of the connection.

Detailed information on replication functions can be obtained from the online help
for users. The administrator manual provides basic knowledge and gives an
overview on these functions.

All replication functions are available on the Windows client for users as well as in
the Management Console for the administrator if respective rights have been
assigned.

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On the Tools menu of the Windows client, click Replication/Management.

On the Management Console, go to Replication.

In both cases, all functions are available via menus or icons.

9.1 Domain Concept and Replication Task

Domain
Each site on which a CAS genesisWorld database and an application server is
installed is defined as domain. That means also that a CAS genesisWorld
installation on a laptop is a separate domain.

A domain connection exists between two domains and serves to send replication
tasks. Replication tasks are exchanged between inbox and outbox directory or a
COM interface of the application servers.

If you work with inbox and outbox directory, different combinations are possible –
refer to the following explications on domain connection.

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 Data Replication

When first setting up the replication, the Assign domain name window opens.
Assign a unique name for the local domain or adopt your company's name which is
already displayed in the window. The Local domain window will then open and
you can check the entered properties.

The right to create a domain is reserved to administrators only. Principally,

connections and replication tasks can also be created by users if corresponding
rights have been assigned in the Management Console.

Before a replication can be performed, each domain has to be created separately.

In the chapters "Configuring a Laptop for Replication" (page 89) and in chapter
"Quick Setup of a New Domain" (page 93), the setup of a new domain is described.

Regardless of how many application servers are operated in one domain, there is
always only one application server on which the replication server runs. Click the
navigator domain and select Properties on the context menu to open the Local
domain window. The same PC name must be entered in both fields for the PC
name of the configured and the current replication service.

If you create a domain or if you want to run the replication service on another PC,
you need to log on to the application server on which the replication is to run in
future. Enter the PC name for the new domain. If you want to run the replication
service on another PC, click Reconfigure to change the PC name of the current
replication service.

Different application servers are not connected to each other. Thus, settings, e.g.
replication folders, which are not identified by the other PC, refer to a certain PC.

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Data Replication

Domain Connection
Domain connections are created between domains. Two domains are connected so
that data can be exchanged and the domains are interlocked. When creating a
replication, make sure that several domain connections do not form a cycle.
Domain A can be connected to domain B and B can be connected to C, but C cannot
be connected to A. This means, that there is only one possible direction between
two domains that replicate directly or over one or more domains. It is not intended
to create direct or indirect cycles by connecting several domains into a network, see
chapter "Licencing with Replication" (page 87).

You can set up a domain connection in a head office to a domain even though a
corresponding domain was not set up yet. This proceeding helps when setting up
one or more laptops for replication. If you then set up a domain on a laptop, you
can enter the same name as you did when setting up the connection to the head
office, see chapter "Configuring a Laptop for Replication" (page 89).

Replication tasks are exchanged on the domain connection via a COM interface of
the application servers or between inbox and outbox directories.

There are different ways to set up these directories. The outbox directory is the
domain directory to which data that is to be sent is copied. The inbox directory is
the domain directory to which data is copied by the other domain. Further
information can be obtained from the online help.

If you click New domain connection on the File menu of the Replication
administration window, the Set up new connection window opens.

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Enter the name of the corresponding domain. This name was or will be assigned
upon the setup of the corresponding domain.

The connection properties are then displayed at the right part of the display area
and you can check automatically the entered properties.

When creating the domain connection, you can also define if content of the docu-
ment archive is to be replicated. If the content is not replicated, the content of
documents on the other domain which are edited or created on the first domain
cannot be accessed. This setting applies to all tasks of the connection.
Note
Please note that this setting can be made in both domains. However, it is not
recommended to perform different settings in these domains since archived
documents can be replicated but the data contained in the documents are not
maintained synchronous.

The connection to a new domain can be created before working with the domain
replication wizard. Thus, after having created a new domain in the replication
management, the connection already exists and the first domain has already been
identified by the second domain.

Replication Task
Now you can create Replication tasks for each domain connection. Settings for a
replication task are defined when the domain connection is created.

Which information is synchronised between two domains? The basic principle is

that, apart from actual user data, all corresponding access rights are completely
synchronised.

Three different replication tasks exist: partial replication task, full replication task
and special tasks for profiles and archive documents.

When performing a partial replication task type, the User-defined task, specific
data for specific requirements is replicated. You e.g. want to transfer your
appointments of the next four weeks or some documents for a product
presentation to your laptop.
This means that when performing this task type, not only the data record type is

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defined but also a selection of data records of this type that are to be replicated.

Other task types can include templates on the basis of user-defined tasks, e.g.
My current appointments or My outstanding tasks, which you or the user can
select when creating a replication task. Whereas a user-defined task is to edit all
pages of the Create new replication task wizard, a template can quickly be
adapted to certain requirements. Wizard pages that are not required are
skipped. An adapted template can always be used again.

A Full replication task replicates all data and is recommended if, e.g., two
departments cooperate so closely that common information, including external
access, complete link views, etc., is regularly accessed. The settings of this
replication task cannot be edited.

The special tasks include for one part the Profile task with which you can
replicate personal or public profiles. The replication is performed via XML files
and profiles are always completely replicated.
For the other part, the tasks Archive documents and Archive documents

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(Templates) are defined as special tasks and you can herewith replicate
attachments of document data records.
With the Replicate content of the document archive option in the connection,
you can activate the replication of document archives. All archive documents
are thus replicated. You can also create special tasks if you only want to repli-
cate certain archive documents. Please note that template links are not
replicated.

Notes
The following rules apply for replication:
If only user-defined tasks are replicated, all tasks of the connection are taken into
consideration.

If user-defined tasks and a full replication task is replicated, the full replication
task is being performed whereas the user-defined tasks are ignored.

Special tasks such as Profile tasks or Archive documents tasks are always
replicated.

If a user´s personal data is to be made available on a laptop, it is recommended to

perform a user-defined task, e.g. for distribution or for customer presentations with
appointments, undone tasks, presentation documents or customer links. The
similar applies if, e.g., branches cooperate within certain post code areas (e.g. 7 or
EC*) or if they work in projects.

Full replication replicates and synchronises all initially-named data between two
domains when the first replication is performed. Subsequent full replications
always replicate all modifications.

Modification volume and thus transfer time of full replication is relatively high. At
the same time, full replication is performed very fast since it is not checked which
data records are concerned. This is why it is also recommended to perform full
replication when working with the laptop, provided that there is an available LAN,
RAS or VPN connection and that synchronisation intervals are short to keep the
modification volume low.

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Data Replication

Full replication may only create one replication task in one domain. After the first
replication is performed, the task also exists in the second domain.

It is recommended to delete a replication task in these cases only:

When the first replication is performed, in the protocol of the local domain, it is
defined that different replication tasks have been used, i.e. that a task has been
created on both parts of the connection. One of the tasks must be deleted so that
the other part of the connection can try to perform a new replication. Then the
logical connection refers to the same task.

User data must be replicated once more if, e.g., data could not be transferred. In
this case, replication tasks which, after the first replication, exist on both parts of
the connection are to be deleted. A new replication task is created on One part
of the connection which is then replicated.

Basically, replication works as described in the following figure. After a complete

bidirectional synchronisation is performed, data which is defined in the replication
task is synchronised. After replication, data records defined in the replication task
are identical on both domains.

Corresponding access rights are replicated along with addresses, activities, projects,
etc.

All replication data and functions are thus embedded in the complex user and
access rights system of CAS genesisWorld.

To ensure that a user has consistent, global rights to record types and fields which
do not depend on the site as well as to warrant his membership and rights within a
user group, this information is synchronised each time the connection is set up. You
can thus create users on domain A who, due to these rights, can work on domain B.

The administrator of domain A can also edit properties of users working on domain
B if he knows the administrator’s account of this domain.

This does not apply to the administrator of a laptop. This administrator cannot edit
rights or properties of users even if he knows the password of the head office.

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9.2 Licencing with Replication

Each site with its own database requires a separate licence. This does not apply for
laptop and home office installations. If more than one user exists, licences are
required for each user.

Replication can be performed between two database systems if the serial numbers
on both sides of data replication differ from each other.

Update licences are required for an updated version. An update requires update
licences for all users who want to continue working with CAS genesisWorld. You
can check the licensing in the Management Console to identify a correct licencing
and the functionality of CAS genesisWorld.

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Data Replication

Replication and Laptop Licences

Two laptop licences per licence can be created in the CAS genesisWorld
Management Console. A separate serial number is required for all laptop and home
office installations if replications are to be performed. The licence of the head office
must not be used. These laptop licences which are derived from the serial number
of the corresponding head office are free. Further licences cannot be added to the
laptop licence. The laptop licence is a single user licence.

The number of laptop licences corresponds to twice the number of licences. With
ten licences, for example, users are authorised to obtain 20 free laptop licences, i.e.
two laptop licences per user.

With laptop licences, data can be synchronised between the licence of the head
office and corresponding laptop licences, e.g. if you want to synchronise laptop
and head office.

Data can also be synchronised between all laptop licences which have been
derived from the same licence, e.g. between laptop and home office.

We urgently recommend not using cycles when the replication is performed. This
does not only apply to permanent but also to temporary loops in the replication.
Otherwise, this can lead to irreverse loss of data.

The figure shows possible arrangements.

A) Replication between two licences, e.g. for two company sites: before replication
is performed, it is checked if there are enough licences on both sides and if the
serial numbers vary.

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B) Replication between licence and corresponding laptop licence, e.g. laptop with
company location: Before replication is performed, it is checked whether the laptop
licence is derived from the head office licence.

C) Replication between two laptop licences, e.g. laptop and home office: Before
replication is performed, it checked whether the laptop licences are derived from
the same licence.

D) Cycle: Permanent and temporary cycles must absolutely be avoided since data
can get lost.

Example
Domain A can directly replicate with domain B, i.e. a domain connection is set up
in both domains to the respectively corresponding domain. If furthermore domain
B replicates directly with domain C, this means for domain A that it replicates
indirectly also with C due to the data exchange via domain B. Replication is thus
performed from A over B to C.

A cycle results when domain C is furthermore replicating directly with domain A.

Such a constellation is not allowed and must not be used.

Thus, when setting up a replication, you have to keep in mind that,

when replicating between two domains which replicate direct or via
one or more domains, the replication can be performed in only one
direction.

9.3 Configuring a Laptop for Replication

Basically, there are three different ways to configure a laptop for replication.

First, you always need a laptop licence which you can generate in the Manage-
ment Console.

The configuration can be performed fully or partially by administrators or

users. It also depends on the type you want to establish in your company. The
easiest variant would be variant 2 as with this variant, only replication tasks
must be created manually.

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The following requirements are to be met before configuring the laptop.

Requirements

A user must have administrator rights on the laptop he wants to configure for
replication.

A domain must be set up on the application server of the head office. When
using a special CAS genesisWorld application server for replication, you have to
enter the name of the respective server upon registration at the head office, see
also chapter "Domain Concept and Replication Task" (page 80).

The user logged on to the laptop has to possess sufficient rights in order to
access the folders he wants to replicate.

All user settings of the head office are adopted into the new laptop database.
Profiles can be later replicated to the laptop via a special task. If a database is
designed for several users, the domain replication wizard must be used, see
variant 3.

With your laptop, you can either work locally or within the company network.
The domain to which you are logged on is displayed on the title bar of the
program window. Upon a local registration, CAS genesisWorld (localhost) is
displayed.

If there are no available laptop licences in the head office, the database is
created on your laptop with a test licence. You must therefor enter an additional
user licence in the Management Console, generate a new laptop licence and
register this one on your laptop.

Please refer to the chapter "Database Systems" (page 11) for notes on the
database system.

Variant 1

Use the setup type Laptop to install CAS genesisWorld on the laptop, see
chapter "Laptop" (page 20).

The installation of an empty example database on the laptop is also required

when using this variant.

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Enter the laptop licence on the respective page of the installation wizard.

Set up the domain and domain connection from the laptop to the head office.

Perform the same configuration from head office to laptop.

Click Replicate now. We recommend calling the function on the laptop.

The system data of the head office is thus transferred to the laptop. System data
includes e.g. users or database extensions, if in use.

Then, each CAS genesisWorld user can log on to CAS genesisWorld via the laptop
and set up replication tasks.

At this point, no data records of addresses, documents, tasks, etc. have been
transferred. This data is only transferred to the laptop when initiating respective
replication tasks.

Variant 2

Use the setup type Laptop to install CAS genesisWorld on the laptop, see
chapter "Laptop" (page 20).

This variant does not require the installation of a database on the laptop.
Nevertheless, a database system will be required on the laptop.

The CAS genesisWorld client is started on the laptop by you or the user.

Log on to the application server on which the replication runs.

In the Replication management window, click File menu/Create new laptop

domain on this PC.
If you are logged on as administrator, all users are displayed in the window that
will then open. If the logged on user has no administrator rights, all users to
which he has external acccess rights are displayed. For the user set in the
window, the navigator profiles are adopted when setting up the domain.

CAS genesisWorld checks if the above-named preconditions are fulfilled and

creates the database which is required for replication on the laptop.

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Data Replication

Then the domain and the domain connection to the head office are set up as well as
the connection from the head office to the laptop. Furthermore, system data is
transferred from the head office to the laptop.

Now you can set up replication tasks on the laptop.

Variant 3

Install CAS genesisWorld on the laptop with the setup type Laptop, see chapter
"Laptop" (page 20).

Do not install a database on the laptop when working with this variant.
However you need a database system on the laptop.

In the head office, set up a domain connection in the head office to the laptop.

Create a backup of the head office.

You have to be able to write on the temporary directory as the setup protocol in
the temporary directory is saved in the "..\CloneProtocol" directory.

Run the backup on your laptop.

Call the domain replication wizard, see chapter "Domain Replication Wizard"
(page 93).

Specify that the database has already been copied.

Be careful: specify the SQL server of the laptop for the source database since the
backup has already been installed.

Open the Replication Management window on the laptop and enter the
domain identification.

Now you can already enter replication tasks on the laptop.

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9.4 How to Quickly Set up a New Domain

The replication process is optimised in a way that upon replication between two
domains, only changes made during the last replication are transferred. This does
not apply to the first synchronisation: in this case, the entire data of both sides must
be transferred since no information has yet been exchanged between the two
domains. Normally, data transfer takes very long, also with medium data volume.
Even if several laptops are to be set up, this may take some time.

For this reason, you can work with the Domain replication wizard which allows
you to comfortably and quickly create one or several new domains. A very fast
method is described at the end of this chapter.

Start "..\CAS genesisWorld\DBAssistent\CloneDBAssistant.exe".

Note
The domain replication wizard is not designed for Oracle databases.

9.4.1 Domain Replication Wizard

If you want to work with the wizard, these are some requirements which must be
fulfilled:

A CAS genesisWorld domain must exist i.e. a complete installation of CAS

genesisWorld.

An Administrator user with administrator and full replication rights must exist
in this CAS genesisWorld domain.

If you want to set up one or several laptops, activate the CAS genesisWorld
Management Console before starting the domain replication wizard and
generate the required number of laptop licences. Specify these licences in the
domain replication wizard.

Set up a complete CAS genesisWorld installation on another system, e.g. on

another location or laptop.

There must be an available network connection if you want to perform a

replication right after having started the wizard.

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Data Replication

Source and target SQL must have the same version.

Settings in domain properties can be made to also replicate modifications of the
database model.

Please note that connection costs occur when using a dial up connection.
Note
The wizard creates a protocol file CloneDBProtocoll000001.TXT in the
..\DBAssistent folder. The six-digit number in the file name is a serial number.
The protocol file is created only if the folder is writeable.

The first page of the wizard gives an overview on what to do, i.e. on functions
which can be performed with the wizard.

Principally, there are three ways to set up a new domain with the wizard.

An existing CAS genesisWorld database is to be copied.

A current backup of the database already exists and can be used.

There is a so-called domain file of a previous run through of the wizard which
is to be used.

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The domain file _gwd.xml contains all information and data which is required to
create another domain. Among others, it contains log files and information on the
files which are to be copied if the domain file is copied to another PC. A domain file
is included in the DATA folder of the source SQL server.

A domain file _gwd.xml can be deleted if it is not required any more. This file is not
included in the database.

The wizard contains several branches. All pages of the wizard are described in their
appropriate order in this manual. Each branch contains a note indicating which
page is next.

Copy database
You can choose between two options on this page:

You have already copied and added the database to the SQL server. In this case,
the page Log on to SQL server of existing domain is next.

The wizard is to copy an existing CAS genesisWorld database. The page

described below is next.

Use CAS genesisWorld Domain File Again

If there is a CAS genesisWorld domain file (_gwd.xml) resulting from a previous
activation of the wizard, you can select this file now. In this case, the page Log on
to SQL Server of new domain is next.

If no domain file exists, select No. The page described below is next.

Does a backup exist?

As an alternative to an existing domain file, you can also use the backup of an
existing domain. In this case, the page Log on to SQL Server of new domain is
next.

If there is no backup yet or if the backup is not updated on this page, select No. A
backup is performed. The page described below is next.

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Notes on the Microsoft SQL Server Rights System

Problems with external database users (who are not CAS genesisWorld users)
may occur when performing a backup to an external SQL server due to the
superior rights system of the database system.

Problems occur if, on the database system on which you have performed the
backup, a database login has been assigned access to a corresponding database
which does not yet exist on the target PC. When the login is created on the target
PC and the access right to the restored database is assigned, you will receive a
note from the SQL server that a corresponding user already exists in the database.
This is how you can solve these problems:

Create the database login on the target PC without assigning this login access
rights to the restored database.

Activate the Query Analyser and select the corresponding database from the
dropdown menu.

Perform the following task: sp_change_users_login 'Auto_Fix', '<login>' (<login>

is used as a placeholder name for your login name.)

Check access rights of the database login to the restored database.

The access right should now be assigned and the user should also have DBO
rights to the database. If this is not the case, you can perform this now.

Log on to SQL Server of Existing Domain

On this page, you can log on to the SQL server of the existing domain with the
administrator login for the SQL server.

The specifications in the Data directory (local) and the Data directory (UNC) must
refer to the same directory.

If you click the Transfer Master database directory button, the local system data-
base path of the SQL server is transferred (Default database path). You cannot
transfer this value when using another database directory path.

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Source Database
On this page, you can select the CAS genesisWorld database of the existing domain
which is to be copied.

Log on to SQL Server of Existing Domain

Log on to the SQL server of the new domain. On this SQL server, the new database
is to be created, e.g. on a laptop, a branch, etc.

Target Database
On this page, you can enter a new name for the database of the new domain which
is to be created.
Note
If a database exists in the new domain and you enter this name, this database is
overwritten. The application server of the new domain must not be active when
this activity is performed.

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Licence Information
You can now select between three options to enter the corresponding licence:
laptop version, full version or trial version.

Full Replication
Decide if you want to perform a full or a partial replication with the new domain. If
you decide to perform a partial replication, the new domain does not contain any
user data. In this case, define required replication tasks later. If you decide to make
a partial replication, the page Memory space is next. Otherwise, the page described
below is next.

Document Archive
Here you can select if the entire document archive of the existing domain is to be
copied to the new domain when full replication is performed.

Memory Space
Here the required memory capacity of the existing and the new domain is
displayed. Click Finish to finish the wizard.

Finish
The before-mentioned domain file _gwd.xml exists after the wizard has been
activated for the first time. Other domains can thus be created very quickly.

If you want to create a new domain from an existing domain file, you can decide if
the document archive is to be replicated as well.

When the wizard is finished, a security query asking if the _gwd.xml file shall be
deleted or if another domain is to be created is displayed.

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9.4.2 Quick Start

The following describes the quickest way to create a new domain:

Create a backup of the headquarter.

Install the backup in the branch.

Start the domain replication wizard. Specify that the database has already been
copied. Be careful: specify the SQL server of the branch for the source database
since the backup has already been installed.

Open the Replication management window and enter the domain

identification.

Set up a domain connection from the headquarter to the new domain.

Starting from the branch, you can now perform the first replication.

9.4.3 Initial Replication

The synchronisation can anytime be tracked in the protocol of the connection.

If the other domain does not reply, you can check

the protocols of the corresponding domain, i.e. both in the window Status of
connection and in the protocol of the local domain,

if one of the set up outbox directories corresponds to the inbox directory on
which the corresponding domain checks,

if the application server of the corresponding domain runs,

if the inbox agent is active, if the application server runs, and

if the PC name of the current replication service corresponds to the PC name
of the configured replication service.

We recommend the function Test connection in the Edit menu of the

Replication management window. In this case, full replication is simulated
without exchanging user data.

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9.5 Replication of the Document Archive

CAS genesisWorld data replication can also replicate and synchronise data
contained in the document archive. This option can be selected when creating a
domain connection.

If data contained in the document archive is replicated, the replication takes longer.
If this data is not replicated, the document archive can be viewed and document
windows can be opened but the document itself cannot be opened or edited.
Note
Please note that this setting can be made in both domains. However, it is not
recommended to perform different settings in these domains since archived
documents can be replicated but the data contained in the documents are not kept
synchronous.

When the document archive is replicated, files of an attachment are treated like
fields of the document data record, i.e. each modification is recorded and
transferred to the other domain with the next synchronisation. The entire file is
transferred since CAS genesisWorld does not interpret the file content itself.

Depending on where CAS genesisWorld is applied and the number, the type and
the size of the managed files, the data volume which is to be transferred can
increase a lot when the archive is replicated.

If the document archive is not replicated, data records of the documents are
replicated. This does not apply to corresponding files of the attachment.

When clicking Open attachment on the document window of the other domain, a
notification is displayed that the file cannot be found in the archive.
Note
If you have performed the initial setup of a domain as described in chapter
"Configuring a Laptop for Replication" (page 89) and you want to have access to
external files, you must also copy the document archive (similar to the run of the
database backup).

9.6 Replication Effects

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In the Select participants window, not all users are listed any longer but they are
grouped according to domains correspondingly to resources and groups.

When logging on to CAS genesisWorld, the user, as usual, enters his name and
password. The only exception is if user Thomson from the domain Karlsruhe wants
to log on to the program in Munich, he will have to log on to Munich with
Karlsruhe/Thomson. When logging on to CAS genesisWorld without specifying the
domain, the program assumes that the user belongs to the local domain.

If a user of an external domain is to be added as participant to a data record, the

user must have been assigned corresponding external access rights by the user of
this domain in the Management Console.

Users of a domain cannot view or edit data of another domain which they cannot
access. Public data can of course be viewed.

Please note that public can now be referred to as globally public, i.e. if a record is
defined as public, this record can be viewed, edited, etc. by any user of any domain.

In the CAS genesisWorld Management Console, users or groups can be moved

from one domain to another one by clicking Assign domain. This, however,
requires knowing the administrator password of the second domain since this
refers to the management of the second domain.

9.7 Database Independence

The replication process is not performed on a database but on the level of the
application server. This enables you to synchronise CAS genesisWorld installations
with different databases.

9.8 Optimised Replication

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9.8.1 Connection status

A connection protocol with all actions, messages, warnings etc. is displayed in the
Connection status window.

In the upper part of the window, the connection status is displayed. Furthermore,
the last finished action of the connection can also be displayed. In the right part of
the window, the status and the last action from the corresponding domain are also
displayed. Additionally, several messages of the corresponding domain are
displayed in the protocol of the corresponding domain.

The messages displayed in this window can differ from the current status of the
corresponding domain as the data in the display refers to messages of the corre-
sponding domain. If the connection is interrupted and not all messages can be
processed, an incorrect status or not all messages are displayed. If you deactivate
the sending process of messages in the corresponding domain, no information is
displayed on the right side.

The process for each domain is displayed in progress bars. Some steps of the
replication are very complex and may take some time. The progress bar is then not
displaying any activity.

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In the lower part of the window, the messages of each domain are displayed.
Note
The protocol does not display the connection status but the changes in status are
listed. The current connection status can be viewed in the upper part of the
window.

9.8.2 Solving Conflicts

Data is synchronised on a field level. If, e.g., in a domain, the keyword of an
appointment is edited, this field modification is transferred to related domains but
not the entire appointment with all the other fields and corresponding records.

Conflicts which may occur when performing modifications simultaneously in two

domains do not refer to entire records but to the field level only. If, e.g., phone
number and salutation of an address are edited, both modifications are merged so
that, as a consequence, the complete address with current phone number and
salutation is contained in both domains.

If, indeed, a field has been edited in both domains, the conflict is automatically
solved by transferring the last modification whereas the previous modification is
recorded in the journal of the data record.

If a record has been edited and the same record has been deleted on the other
domain, the following applies: The deleting process wins! However, this conflict is
also recorded. The record which has been deleted is in the recycle bin and can thus
be restored. This record has not been replicated since the recycle bin is not
replicated.

The archive document, i.e. the attachment of document records can change. When
performing a replication, all attachment versions are melted with existing
document versions and renumbered according to the date. Conflicts thus only
occur with meta data of a document record. A new version is created when an
archive document is edited on both sides.

Besides the data record versions, all corresponding attachments of each version are
replicated. Attachments of document versions are replicated along with attach-
ments of the corresponding document. With a filter or via the replication task, you

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can define which of the attachments of document versions are replicated.

All conflicts and their solving are displayed in the Connection status window and
can be accessesd anytime. The Journal always indicates the changes.

By double-clicking a conflict in the protocol, you can switch to a corresponding

record and from there to the Journal. Each modification can thus be reversed.

9.8.3 Local domain

This window displays your domain protocol with actiona, messages, warnings etc.

In the user online help, on the Errors and Warnings page you can find a list with
errors and warnings which may occur in the protocol of the local domain or in the
connection status window. You are also informed, if possible, about the cause of
these errors and how to solve the problems.

9.9 Replication for Every User

Replication is an extended version of CAS genesisWorld which can be applied by

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any user with corresponding rights. Rights are assigned in the CAS genesisWorld
Management Console. In the Management Console, you can also generate two
laptop licences for each licence, e.g. for a laptop and a home office.

Detailed information on replication functions can be obtained from the user online-
help. Administrators can automatically be informed per e-mail if a problem on the
connection between two domains occurs and cannot be solved by the system itself.

This, however, requires the notification service to be set up and activated.

The status of a connection is indicated by the before-mentioned integrated event

protocols. You can thus also check proceedings on certain connections ex post.
Errors and warnings of the protocols as well as information on how these may
occur and how they can be solved can be obtained from the user online help.

9.10 Connection
Replication data can be transferred via network connections, via LAN or world-
wide via WAN (e.g. using Virtual Privat Network). This does not require both sides
to be active.

Threads which work independently from each other are responsible for the imple-
mentation of the replication logic. This allows to send and receive data on several
connections, but with only one process for each connection.

Replication can be performed at anytime via the replication functions, provided

that the logged on user possesses respective rights. Furthermore, a time scheduled,
periodic replication can be performed individually for each domain connection at
night, at the weekend, etc.

Data can also be transferred encrypted. Depending on the size of the replication
package, the encryption of data will cause the data transfer to take more time since
less data is compressed when this option is selected. The compression factor is
generally minimised.

9.11 Performance

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Various factors influence the time it takes to perform a complete replication:

the data transfer capacity of the selected connection type,

how often synchronisation is performed. This defines the modification volume
between two replications: the less synchronisation is performed, the more
modifications exist.

the data volume due to edited archive files,

the first time replication is performed: whereas, normally, only modifications
are transferred, the system is to transfer all files specified by the replication task.
If a new domain has been created with the domain replication wizard, only
modifications are transferred.

and on how fast the network connection is.

When replication is performed, the application server is strained so that
stagnancies may occur with intensive use. It is thus recommended to use a PC
with application server on which the replication service runs.

Please Note
Selected incoming and outgoing directories are constantly accessed by active
agents (incoming, time table and transport agents). Corresponding connection
costs occur if access is performed via switched line.

We recommend to watch connection costs in test runs to select an optimal

configuration depending on user scenario or network environment. For any
further questions, please contact your CAS genesisWorld partner or read our
homepage www.cas.de/Support.htm.

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10 Adaptations to the Windows-Client

10.1 How to Adjust Data Record Windows

As administrator, you can adapt data record windows and thus create additional,
separate tabs according to the requirements of your company. The More tab in the
record windows exists if you have created additional columns in the Management
Console. If you create separate tabs for these additional columns or if you add the
fields of these columns to existing tabs, there is no More tab displayed.

These adaptations apply to all CAS genesisWorld clients of the installation and
cannot become user-defined.

If you update CAS genesisWorld with a new version or work with CAS genesis-
World in several languages, please refer to the notes in the online help for users on
the Adjust data record window page.

Proceeding

Log on as administrator to CAS genesisWorld.

Click Tools menu/Edit windows adjustments. A window opens. All available

record windows are displayed in the upper part of the window.

Select the requested record window and click Change. The record window
which is to be edited opens in editing mode.

After these requested modifications, you can edit the editing mode with Ctrl
F12. Each change is displayed, including the date, in the Adjustments area of
Adjust window. Modifications which are displayed including the date always
refer to the data record window which is selected in the upper part of the
window.

Adjustments which have been selected can be activated, deactivated and

deleted. You can thus activate an adjustment for users after having finished the
modification or you can return to the previous version.

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If you select an adjustment and click Export, this adjustment can be saved as
.gfd file. .gfd files can be imported e.g. into another database with the Import
option.

Add Your Own Tabs

Select a tab on the data record window in editing mode. On the context menu, click
New page. You can now specify a name for this tab on the Appearance area of the
Object inspector near Caption. Afterwards, you can add frames, texts, graphics
and fields to this new tab.

Component Pallet
The component pallet serves to add new elements to the record window. Click the
corresponding button and then a vacant area in the record window.

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After having added the element to the record window, you can place it with
drag&drop and edit its size or adapt it via the Object inspector.

Object Inspector
To adapt elements graphically, select the required element in the record window
and edit corresponding settings in the Object inspector. Sometimes, descriptions
are displayed in the lower part of the Object inspector if a setting is clicked.
Additional settings can be activated by clicking the positive sign.
Please note: Do not edit the generated name.

Functions of the Component pallet and the Object inspector are described in the
user online help.

10.2 How to Edit Print Definitions

As administrator, you can create your own print definitions and thus define which
fields are printed in which order. You can also define how these fields are
formatted and add your company logo, etc.

Notes
Adjustments of list print or calendar views cannot be made with this tool.

There is a default print with or without links as well as with or without print
templates for each CAS genesisWorld record type. Further print definitions for
the same data record type cannot be created.

Save existing print definitions if necessary before starting to work.

When you have entered the licence for the add-on module database designer in the
Management Console, you can edit print definitions for each data record type.

Print definitions are edited in the Database module of the Management Console.
On the tool bar for data record types, click Adjust data record type and then Edit in
the View format/Print tab.

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Text fields or figures can be removed by selecting the element and pressing DEL.

Detailed information on these functions can be obtained from the online help of the
Management Console.

File Menu
These functions serve to save or export edited print definitions as well as to open or
import other print definitions.

Edit Menu
Here you can find common copy and insert functions.

Options opens a window in which you can define the size of the page and of the
grid.

Database integration opens the Data connection window in which you can select a
field from the current CAS genesisWorld data record type which is to be added to
print definitions (see following page).

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Tool Bar
By clicking tool bar buttons, you can insert text fields, lines, frames or graphics such
as your company logo.

Double-clicking a frame of an object or clicking properties on the context menu

opens a window in which you can make settings for the object, e.g. the formatting
or adding text to a text field.

Database Integration: Add Data Fields

Click Edit menu/Database integration or the corresponding icon to add database
fields to the print definition.

Database integration opens the Data connection window in which you can
select a field from the current CAS genesisWorld data record type which is to be
added to print definitions . To do this, use drag&drop to move the field from the
Data connection window to the requested position.

In the Fields tab, all fields of the current data record type are displayed and you
can move the required field to an empty area of the print definitions window via
drag&drop. You can thus enter dynamic text fields, i.e. fields integrated into the
database which is filled with CAS genesisWorld values from the database.

Double-clicking the frame or clicking properties on the context menu opens the
Text field window or the Database window.

On the Properties tab, you can create the text. Enter the text of the text field in the
Heading field. Further required fields in the Naming area are automatically filled.

The Naming area of a field with database connection need not be filled.

If the Print option is activated, the text field is printed. Otherwise, this field is not
printed.

On the Format tab, you can define further settings if a date or and/or a time is
entered in the text field.

If you click an empty area of print definitions and open the context menu, further
settings are provided which serve to edit the design of print definitions.

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How to Print Data Records with Links

In the Linked data records tab of the Print window, users can select which links of
the current record are to be printed.

There are two ways to print links: if you select With details, selected links are
printed in detail with the print tab. Otherwise, linked records are printed as list
with important fields. In the print definitions, you can define which fields are to be
taken into consideration in the list print.

Open the corresponding print definition (standardLnk<object>).

On the field of the context menu which is to printed in the list, click Properties.

On Field title on the Properties tab, enter the name of the field. The name of the
field is displayed on Field name.

The same entry must be made in Field name and Field title of fields which are
printed in the list.
Note
If you have created your own tabs on which you can display self-defined columns
with Adapt record window, these are not printed with default print. Transfer the
columns to the print definitions in order to print them.

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10.2.1 Overview on Print Definitions

Basically, there is a difference made between printing with and without details.
There are separate print definitions for each of these options.

The following applies to print definitions without details:

Print definition fields are printed as column if they contain a field title. Fields
without field title are not printed.

The order and the relative column size of printed columns are defined by the
arrangement and the size in the print definition.

The following print definitions can be loaded and edited.

AddressLabel Label printing (intern), should not be edited
AddressLabel2 Label printing (intern), should not be edited
FooterMainLinks Are no longer used.
StandardHeaderPhone
StandardLnkPhone
StandardPhoneForm
Empty For internal use (graphic print area)

Header for prints with print template

HeaderAddress Addresses
HeaderAppointment Appointments
HeaderBSProduct Products
HeaderBSProductGroup Product groups
HeaderVoucher Receipts
HeaderDocument Documents
HeaderEmailStore E-Mails
HeaderGroupOpportunity Title of the opportunity evaluations
HeaderGWOpportunity Opportunities
HeaderGWPhoneCall Phone calls

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Adaptations to the Windows-Client

HeaderHoliday Leaves
HeaderOREL Linked participants
HeaderProject Projects
HeaderTask Events
HeaderTodo Tasks

Header for prints without print template

HeaderListAddress Addresses
HeaderListAppointment Appointments
HeaderListBSProduct Products
HeaderListBSProductGroup Product groups
HeaderListVoucher Receipts
HeaderListDocument Documents
HeaderListEmailStore E-Mails
HeaderListHoliday Leaves
HeaderListGWOpportunity Opportunities
HeaderListGWPhoneCall Phone calls
HeaderListOpportunity Opportunity evaluations
HeaderListOpportunitySUM Sum of opportunity evaluations
HeaderListOpportunityTOTALSUM Total sum of opportunity evaluations
HeaderListProject Projects
HeaderListTask Events
HeaderListTodo Tasks

More Print Definitions

HeaderMainLinks Header for all links
HeaderMixedList Header of the dossier

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LicenseList Definition of the licence print in the

Management Console
StandardAdditiveFields Definition for additional fields
StandardAddressContactHeader Header for printing a contact of a company
StandardAddressContactList List of company contacts

Print Definitions of Data Record Types

StandardAddressForm Addresses
StandardAppointmentForm Appointments
StandardBSProductForm Products

StandardBSProductGroupForm Product groups

StandardBSVoucherForm Receipts
StandardBSVoucherPosHeader Header for document items
StandardBSVoucherPosList Document items
StandardCalendarDate For the graphical print of the calendar
StandardDistributionForm Distributor
StandardDocumentForm Documents
StandardEmailForm Online e-mails
StandardEmailStoreForm Offline e-mails
StandardFolder Navigator views
StandardHeaderAdditiveFields Header for additional fields
StandardHeaderFooter Header and footer of each print
StandardHolidayForm Leave
StandardList This definition is no longer applied!
StandardGWOpportunityForm Opportunities
StandardGWPhoneCallForm Phone calls
StandardProjectForm Projects

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Adaptations to the Windows-Client

StandardTaskForm Events
StandardTodoForm Tasks

Print Definitions for Linked Data Record Types

StandardLnkAddress Addresses
StandardLnkAppointment Appointments
StandardLnkBSProduct Products
StandardLnkBSProductGroup Product groups
StandardLnkBSVoucher Vouchers
StandardLnkDocument Documents
StandardLnkEmailStore E-mails
StandardLnkGWDistribution Distributor
StandardLnkGWOpportunity Opportunities
StandardLnkGWPhoneCall Phone calls
StandardLnkHoliday Leaves
StandardLnkMixedList Dossier
StandardLnkOREL Linked participants
StandardLnkProject Projects
StandardLnkTask Events
StandardLnkTodo Tasks

10.3 Settings for Rules

With the notification and action service, you can define rules which automate fixed
processes in your company. A rule defines, upon which events certain actions are
activated automatically.

With notification rules, users can receive e-mails if certain data records have been
newly created or changed and also if a certain due date was exceeded. Notification
rules can be subscribed from users.

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If any data records are changed or their deadline is exceeded, action rules enable
the user to define that new data records are created in CAS genesisWorld or linked
with other data records etc. These rules cannot be subscribed by users.

Only rule administators can create new rules. In the users' Properties window of
the Managment Console, the administrator can assign the respective role.

You can create rules for all data record types which you or a CAS genesisWorld
partner have created for your database.

The following figure shows an overview on term specifications and possible rules.

Note
The former notification service of CAS genesisWorld existing up to version 7 will
be replaced by the Notification and action service. If you have used notifications
in version 7, they can be converted and subscribed via the Rules tab.

10.3.1 Configuring rules

Rules can be configured and changed both in the Windows client and in the
Management Console.

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Administrator manage rules in the Rules module of the Management

Console.
In the Management Console, it can be defined if a user is permitted to create or
change rules. Settings are made in the Properties window of a user.

Rules administrators create and change rules via the Windows client in the Rules
tab of the Properties window.

Rules can be configured in windows and with functions of both the Management
Console and the Windows client. The help pages are although identical.

In the Notifications and Actions tab, you can define certain actions to be activated
when changes occur or deadlines are exceeded in any data records.

If any data records are changed or their deadline is exceeded, action rules en-
able the user to define that new data records are created in CAS genesisWorld
or linked with other data records etc. These rules cannot be subscribed by users.

If you set up a rule for notifications, notifications are in form of e-mails are sent
to the participants of a data record if a data record is created or changed. These
rules can be subscribed by users if the corresponding option is activated when
setting up the rule.

Go to the E-mail rules tab/Settings window in the Windows client of rules or in the
e-mail account and define additional actions for e-mails. The Rule administrator
setting does not have to be activated as all users with access to e-mail accounts can
set up these rules.

10.3.2 Noitifications and Actions

In the Notifications and Actions tab, you can define certain actions that are
activated when changes or exceeding of deadlines in any data records occur.

You therefor always select data records of a certain Data record type that you
want to monitor.

A rule can be created based on the events types Data record change or on
Deadline exceeded.

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Data record change: monitors, if a new data record is created or an existing

data record is changed, linked, deleted or restored.
If changes are monitored, you define in Default the relevant fields for the
monitoring. If you want to monitor changes, you define in Default the relevant
links with certain data records.

Deadline exceeded: monitors date fields of certain data records. You can
define a certain date that activates the action before or after the due date.
You can activate notifications that are send to yourself e.g. seven days before
the end of a project. You can ignore years or months if you want to be notified
of birthdays or anniversaries.

For both data record changes or exceeded deadlines, you can define the kind of
Action that is to be activated.
In Notification, you can find rules that replace the notification service of
previous CAS genesisWorld versions.

With the Subscribe option, you can define if users can subscribe or cancel a
rule.

10.3.3 Characteristics
When using the rule feature, you can unintentionally create or change very quickly
many data records. In the worst case, cycles, with endless changes or creation of
new data records, can develop.

Notes
Rules administrators should therefore be experienced and have the appropriate
training.

Please keep in mind, especially as administrator, the following notes and

recommendations.

The notification and action service is a server based service and runs on the CAS
genesisWorld application server.

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Via a defined Monitoring interval, the service checks all rules concerning the
monitored data records. If an event occurred, the corresponding actions are
activated.

Depending on the load of the application server, the service runs only a certain time
period to not block the server. Thus, different time intervals can lay between the
event and the activation of an action.

Application server performance

The application server load also depends on the Monitoring intervals of the rules.
If the application server load or the number of actions do not allow to keep
monitoring intervals constant, you can do the following:

How many users have the right Rule administrator?

Are the rules administrators well informed and experienced in working with
this service?
We recommend assigning the function Rule administrator only to certain users
and training them respectively.

Can the administrator check and restrict the existing rules?

If the rules are checked and proofed to be effective, you can set up an extra
application server for the notification and action service.

Please consider the following

The following aspects are to be kept in mind when applying the new notification
and action service:

Cycles: Several rules of one or more users can develop cycles or infinite loops.
User A creates e.g. the rule: "Create a task with priority A if an opportunity
reaches status x." User B creates the rule: "If a task with priority A is created,
create an opportunity with status x.".
This form of cycles cannot be identified by CAS genesisWorld.

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Replication A rule is always created and performed for one database. A rule is
not replicated. Thus, an action cannot be performed on two databases at the
same time.

Volume and number of e-mails and changed or newly created data records
must be considered. Depending on the installation volume, the number of users
and rule administrators and the user scenario, many actions can be activated.

Only one action can be performed per rule. Respectively, more rules must be
defined for more actions.

You cannot represent a multilevel workflow with conditions, branches etc. with
the notification and action service.

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11 Add-On Modules and Integrations

CAS genesisWorld add-on modules offer additional functions for special require-
ments. Add-on modules usually require an extra licence.

There are integrations to programs with which CAS genesisWorld cooperates.

These programs must be installed on your computer, e.g. Microsoft Word. CAS
genesisWorld can also be integrated into Internet services via an Internet access,
e.g. if you want to work with YellowMap.

Detailed information on the functions of add-on modules and integrations can be

obtained from the online help.

11.1 Add-On Modules

11.1.1 CAS genesisWorld Analysis

CAS genesisWorld Analysis serves to analyse CRM data from CAS genesisWorld
multidimensionally (OLAP) – also e.g. in combination with ERP data when using
the add-on module CAS genesisWorld ERP connect.

This enables users who possess corresponding rights to analyse CAS genesisWorld
data and to easily create evaluations according to different criteria.

Notes
CAS genesisWorld Analysis requires an extra licence. There are two available
versions. The standard version contains preconfigured evaluations. Evaluations
contained in the premium version can be adapted or newly created depending on
your requirements. Both versions contain PowerPlay. This program serves to
configure and display evaluations as reports, diagrams, etc.

CAS genesisWorld Analysis is included in a separate installation CD and is

installed with a separate installation wizard.

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On the installation CD, open the Documentation folder and in the Installation
Instructions for CAS genesisWorld Analysis document, you will find
information on how to install and configure the required components.

Function
The following figure shows how CAS genesisWorld and CAS genesisWorld
Analysis cooperate.

1. CAS genesisWorld Analysis is configured in HaPeC Xstream Server. The user

thus creates tasks defining which data is to be analysed. Furthermore, it is
controlled via a timetable which tasks are performed and when.

2. In the CAS genesisWorld Management Console,

the administrator enters the corresponding licence for CAS genesisWorld

Analysis on the Licence module. Users who are authorised to work with
CAS genesisWorld Analysis are entered on the Activation window.

on the Properties window, the corresponding task is assigned to the
authorised user on the HaPeC Xstream server. On the Properties window, it
is also defined if a user is permitted to request tasks manually.

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3. Tasks are usually performed according to the defined time schedule. When the
corresponding option in the Management Console is activated, the user can also
request tasks manually on the Tools menu / Start CAS genesisWorld
evaluation on the Windows client.

When a task is requested, HaPeC Xstream server is registered with the CAS
genesisWorld application server.

4. The task and the rights of the corresponding user are checked by the application
server. HaPeC XStream Server can now access CAS genesisWorld data.

5. Task data is then stored and formatted in the CAS genesisWorld database
taking into account the corresponding rights.

6. HaPeC Xstream server prepares data for evaluation.

7. This data is now saved as document record with attachment in the CAS
genesisWorld database. The user assigned to the task is the only one who has
access rights to the document records.

PowerPlay is started when the authorised user opens the document record and
clicks the attachment. An extra online help is available for PowerPlay.
Note
On the administration level, some modules might be only available in German.

11.1.2 CAS genesisWorld ERP connect

CAS genesisWorld ERP connect is a CAS genesisWorld add-on module which
serves to integrate an ERP system (Enterprise Resource Planning System) into CAS
genesisWorld. Information on documents, appointments, tasks, etc. is obtained
from CAS genesisWorld whereas information on vouchers, job vacancies, acquired
products, delivery blocks, etc. comes from the ERP system. If users are to view all
relevant customer information, data is synchronised between these systems.

This add-on module requires an extra licence.

Time control, error processing and synchronisation of data is performed by CAS

genesisWorld ERP connect.

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Synchronisation is performed via synchronisation tasks in the Management

Console with ERP specific components (implementation as COM objects).

Integration applications have been created for a number of ERP systems by CAS
genesisWorld partners. Further information can be obtained from our homepage
www.cas.de in the CAS genesisWorld area.

Access options and user rights for CAS genesisWorld ERP connect result from the
interplay between several settings:

administrator rights,

user rights for ERP connect, and

rights to record types or detail rights.
The following settings cannot be performed without CAS genesisWorld ERP
connect licence.

If the licence exists, rights are assigned as follows:

synchronisation tasks can only be created, edited or deleted by users with

administrator rights.

Users with ERP connect authorisation but without administrator rights can
view vouchers, products and product groups but they are not permitted to
create new synchronisation tasks.

Users without ERP connect authorisation and without administrator rights

cannot view record types such as vouchers, products and product groups, even
if they are displayed in list views.

When you as administrator define rights to record types, the rights to products,
vouchers and product groups, as it is the case with other data, are defined more
precisely.

The creation or change of data record types like receipts, product groups and pro-
ducts can be locked since these records are usually imported from the ERP system.

This prevents that records are edited by users and that these modifications are lost
the next time the ERP system is synchronised.

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User Rights
In the Licence module of the Management Console, enter the required licences for
CAS genesisWorld ERP connect.

Select the licence for CAS genesisWorld ERP connect. Click this button to open
the Authorised user window. Define, which users are authorised to work with CAS
genesisWorld ERP connect.

Which Data is Synchronised?

The following record types are synchronised between the ERP system and CAS
genesisWorld:

Products Fields are product number, name, description, standard list price, …

Product groups Fields are number, name, description

Receipts Offers, tasks, delivery notes, invoices, …, including item positions

Addresses
Addresses between the ERP system and CAS genesisWorld are synchronised.
Typical fields are customer number, first name, name, company, telephone, fax and
e-mail. As administrator, you can define these addresses with a corresponding
filter.

There is no leading system for addresses. Modifications are transferred in both

directions.

If an address record is edited on both sides, both systems contain data that has been
last updated. If addresses are deleted in one system, corresponding records in the
other system are not effected.

The ERP system is leading for products, product groups and vouchers: records
created in CAS genesisWorld are not transferred back to the ERP system.

Further information in form of a XML document can be synchronised not only for
default fields but also for each record type. XSL style sheets to display these XML
documents are stored in CAS genesisWorld. Vouchers can thus be displayed in
CAS genesisWorld like printed original records of the ERP system.

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Please note
If replication is performed between two domains, the ERP system must not be
accessed by both domains since duplicates may occur in the database. The ERP
system is either used by one of the domains only or both domains use completely
separated systems. With your genesisWorld partner, you can discuss the best
solution for your company.

New Functions in CAS genesisWorld

Configuration of synchronisation tasks: as administrator, you can define and
monitor synchronisation tasks as well as store corresponding time schedules in
the Management Console.

Three new record types are introduced with CAS genesisWorld ERP connect:
vouchers, products and product groups. Like for default record types, there are
list views, record windows and link views also for these new record types.

Product catalogues: a product catalogue is an HTML based view which allows

employees to skim through a product catalogue to give customers quick
information on product-specific properties. The display of product catalogues
can be adapted with style sheets.
Product catalogues can be exported as static HTML pages to place them e.g. on
your company server. In CAS genesisWorld, figures can be placed for products
and product groups which can be displayed in the product catalogue.

Evaluation functions: with evaluation functions, sales employees receive

comprehensive information on their customer such as the number of disposed
products (quantities), the turnover for different time periods or the number of
customer calls, trainings, etc.

CAS genesisWorld ERP connect is completely integrated in the CAS genesisWorld

n-tier architecture and includes both server and client components.

Management of Synchronisation Tasks

Synchronisation tasks between the ERP system and CAS genesisWorld are
managed in the CAS genesisWorld Management Console.

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In the ERP connect module, you can find all functions to define a connection to the
ERP system and to define and perform synchronisation tasks between your ERP
system and CAS genesisWorld. All functions are described in detail in the online
help of the Management Console.

11.1.3 CAS genesisWorld Mobile access

With this add-on module, addresses, appointments and tasks can be accessed via a
smartphone or a corresponding terminal with internet browser from CAS genesis-
World and CAS teamWorks anytime and anywhere.

All functions are described in detail in the user online help.

The Mobile access server is installed on a PC with the CAS application server, see
chapter "CAS genesisWorld Mobile" (page 32). Smartphones have access via a
common internet browser. Addresses, appointments and tasks are provided as
HTML records in list views by the Mobile access server.

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A search can be performed. Appointments of colleagues can be viewed and the

customer dossier is also available.

Record types such as addresses, tasks and appointments are supported.

Addresses and tasks are displayed in lists whereas appointments are displayed in
calendar views or lists. Data can be entered and administered in forms with input
fields. The forms are always based on one record type and contain a number of
fields of this record type, i.e. input fields for appointments, tasks, etc.

11.1.4 CAS genesisWorld Mobile sync

This add-on module serves to synchronise CAS genesisWorld data and PDAs
(personal digital assistants).

The mobile devices Symbian, Palm and Windows CE are supported. Please refer to
the detailed and current release notes on www.cas.de/Download.htm.

The settings for the synchronization and the start of the synchronization are
activated in the corresponding tab of the Setting window in CAS genesisWorld.

11.1.5 CAS genesisWorld Duplicate Check

Duplicates are addresses which have been recorded twice or several times. These
addresses differ from each other with regard to one or several fields of the address
record, e.g. due to typing errors, missing entries, different abbreviations.

To identify these duplicates, certain fields of the new address are compared to
existing addresses. If there is a certain percentage match, the program assumes that
the address is a duplicate.

The duplicate check is already part of the standard version. It checks if there are
any duplicates when addresses are created or edited.

The duplicate check can be configured on the Miscellaneous tab of the

Management Console.

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Further settings can be performed with the add-on module duplicate check and
the duplicate check can be performed for all addresses.

This add-on module requires an extra licence.

All functions are described in detail in the user online help.

Click Tools menu/Duplicate check to open the Duplicate check window.

A notification is displayed if more than one application server is applied and if a

duplicate check has been started on another application server.

The duplicate check must not be performed on laptops but in the head office only
when working with the replication. If the duplicate check is simultaneously
performed on several laptops, different addresses can be deleted. If, afterwards,
replication is performed in the head office, both addresses are deleted on both
sides.

Start test run /Continue test run starts a test run manually with defined settings.
If a test run has been stopped, the test run can be continued beginning from the
last address that has been checked correctly.

Settings opens the Setting window with test run parameters (see user online help).

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Update updates the upper list. This option is very useful if you want to merge
duplicates during the duplicate check run. It also enables you to combine the
found duplicates you want to merge.

Results of the check run are recorded on the upper part of the window (time,
checked addresses, etc.)

Furthermore, two lists are contained in the window. After a test run has been
performed, addresses with possible duplicates are displayed in the upper list. Click
one of these addresses to display possible duplicates of the selected address in the
lower list.

The deleting process of a duplicate follows the same patterns as the detection of
duplicates after the entering or editing of an address.

11.1.6 CAS genesisWorld Report connect

This add-on module serves to extract data from the CAS genesisWorld database.
The data is saved in a separate database. Evaluations, also e.g. on another server,
can thus be performed with common tools such as Microsoft Access or Crystal
Reports.

This add-on module requires an extra licence.

All functions are described in detail in the user online help.

Click Tools menu/Report connect.

Data extraction can also be started with the Windows function Run (command
line). In the Report connect window, click this icon to open a window with required
parameters.

In the Management Console, as administrator, you can define which user is

authorised to work with the add-on module.

Activate the licence for authorised users when registering the licence.

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The extraction of data is performed according to the CAS genesisWorld rights

system.

Users can only extract data to which they have access rights or external access
rights.

If links are contained in extracted records, information on links is also extracted.

Records which are linked with other records are not extracted.

(1) How to create evaluations in Access

You can now use existing examples and perform adaptations to create your own
evaluations. Please note that we occasionally refer to special data in our examples.
That may explain why not all example evaluations will work with your evaluation
data.

(2) Activation of evaluation database from CAS genesisWorld

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Adapt the user-defined tool bar in CAS genesisWorld. Select

Customize/Commands tab and click User-defined.

Click Add buttons and Executable file.

Specify the file name (ReportExample.mdb) of the example database. You can
now activate the evaluation by clicking an icon.

If you want to work with other evaluation tools such as Crystal Reports, Cognos,
etc., access data can either be accessed with OLEDB/ODBC or you can select a
database of a Microsoft SQL server - instead of an MDB file – as target database
from ReportConnect.exe. The target database can be accessed via OLEDB/ODBC.

11.1.7 CAS genesisWorld Database Designer

The database designer serves to perform additional settings in the Database
module of the Management Console. This add-on module requires an extra licence.
Note
Further users must not have access to the database when these modifications are
performed.

This add-on module serves to create or edit existing record types, e.g.

create new fields with different data record types for texts, numbers, date etc.,

change data record type properties like user-sensitive, replicable...,xx prüfen
Auslassungspunkte

create icons and names for new data record types in views,

integrate a help page or a complete online help for new data record types,

define personal print definitions for data record types: the print order of fields,
the field formats, your company logo when printing,...,xx

access new or edited record types in all corresponding views, e.g. in the dossier
or in the multi list, and

make available common functions such as the search function, filters and links.
The database designer automatically uses Standard OCX to display corresponding

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individual records. You can adjust the windows of single data records according to
your requirements, see chapter "How to Adjust Data Record Windows" (page 107).

11.1.8 CAS genesisWorld Exchange connect

This add-on module optimises the shared use of CAS genesisWorld and Microsoft
Exchange with Microsoft Outlook. Addresses, appointments and tasks can be
synchronised: whereas CAS genesisWorld is the leading system for addresses,
Microsoft Exchange is the leading system for appointments and tasks.

This add-on module requires an extra licence.

The synchronisation is performed with a wizard in the Exchange connect module

of the Management Console. After the configuration has been performed, the
wizard runs autonomously in the background. Further information can be obtained
from the online help of the Management Console.

Users can now select from buttons with the following functions:

Link with existing CAS genesisWorld records: the CAS genesisWorld search
function is activated.

Display dossier

Link with CAS genesisWorld short note
Appointments and tasks cannot be linked with new CAS genesisWorld records.

If you work with Exchange connect, corresponding Microsoft Outlook views are
used for the calendar. The CAS genesisWorld calendar and all CAS genesisWorld
specific functions for appointments and tasks are replaced by these views.

Appointments and tasks which have been transferred to CAS genesisWorld are
displayed and can e.g. be linked with other data. Modifications of data records are
performed in Microsoft Outlook only.

If appointments and tasks are deleted in Microsoft Outlook, they are also deleted in
CAS genesisWorld with the next synchronisation.

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If addresses are deleted in Microsoft Outlook, they are not deleted in CAS genesis-
World. These addresses are restored in Microsoft Outlook with the next synchro-
nisation. Since CAS genesisWorld is the leading system for addresses, addresses
contained in CAS genesisWorld must be deleted.

Data records can be linked via basic data records which is performed as up to now
with the CAS genesisWorld search function.

In the user properties of the Management Console, the user defines which folders of
Microsoft Exchange are synchronised. Synchronisation cannot be performed with
several folders for the same record type. Only one folder per record type can be
synchronised in the updated version.

If data cannot be accessed on the Microsoft Exchange server, since, e.g., a record
type has been deleted or archived or since the Microsoft Exchange server cannot be
accessed, a CAS genesisWorld record window is opened. In the record window,
data can only be read but it cannot be edited. However, CAS genesisWorld links
can be entered and deleted.

Notes
Complex system settings are required to use the add-on module in the system
environment of Microsoft Exchange. It is thus recommended to receive support
from a CAS genesisWorld partner when installing a corresponding solution.

An certificate must be installed on the Exchange server to use https.

A certificate of a corresponding producer is required. The Exchange server does

not accept a creation of your own certificate.

Microsoft Outlook Views

Users can create new Microsoft Outlook views for folders which have been
added by the administrator with the synchronisation.

Settings of these views can only be edited in Microsoft Outlook but not in CAS
genesisWorld.

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11.2 Integrations
CAS genesisWorld serves to integrate other applications and to arrange customer
information in one central area.

Further integration applications and additional solutions are provided by our

accredited partners. Information on CAS genesisWorld partners, on partner
solutions and partners in your region can be obtained from our homepage
www.cas.de.

Functions and the activation of connections are described in the user online-help.

11.2.1 bedirect Integration

CAS genesisWorld addresses can be compared and adapted to the database of
bedirect, a joint venture of AZ Direct and Creditreform.

In addition, further information such as the branch, the turnover, the number of
employees, etc. can be added to CAS genesisWorld addresses. You can also add
decision makers as contact persons to a company.

Thus, the quality of addresses is improved, manual administration is minimised

and, due to correct addresses, promotion effects increase.

The address database of bedirect contains only addresses of cost-effective and

certificated German-based companies.

This connection is not free and requires special registration. Please read our
homepage www.cas.de.

The corresponding option must be activated in the Management Console so that

users can adopt bedirect addresses.

11.2.2 Inxmail Integration

This integration is an extension of CAS genesisWorld mailing lists and allows to
update and transfer addresses to Inxmail. Inxmail is a provider of Software and
Services for professional E-mail marketing and newletter.

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With Inxmail functions for professional e-mail marketing, e.g. the sending of
personalised e-mail merges and profiled contents which are designed for the
corresponding receiver is very easy.

In CAS genesisWorld, you can define a mailing list as Inxmail mailing list.
Addresses are updated and transported to Inxmail with the mailing activity. The
mailing activity itself is performed in Inxmail and the sending of personalised e-
mail merges is very easy.

Additional information can be provided for Inxmail mailing lists. You can use
checking and correction methods since e-mail addresses for mailing lists must exist
and be clearly identifiable.

The Inxmail client must be installed on the user´s PC. User name and password are
automatically assigned if the Inxmail client is activated from CAS genesisWorld.
The Inxmail client has its own online help.

Inxmail also requires an Inxmail server. This server can be installed in the network
or be accessible as ASP solution with an Inxmail account.

In the Management Console, go to the User Management module and activate, as

administrator, in the user's Properties window the option User can transfer
addresses to Inxmail.

In the Inxmail tab of the Miscellaneous module you must enter the logon data for
the Inxmail server. In this tab, you can also select the columns for the data record
type "address" that are to be transferred to Inxmail.

Furthermore, bounce e-mails due to incorrect e-mail addresses or other errors are
transferred to CAS genesisWorld by Inxmail and marked as bounce mails in the
address window of e-mail addresses. This mark can only be viewed by users who
are allowed to transfer addresses to Inxmail.

All transfers from Inxmail to CAS genesisWorld are performed by a synchro-

nisation service running on a CAS genesisWorld applcation server.

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11.2.3 map&guide 25h Integration

map&guide 25h serves to organise business travels. This allows employees in the
field service, distribution and service to check and optimise fixed appointments.
map&guide25h plans your tours on just one mouse click by also considering time
periods of fixed appointments. Times for round trip are calculated, entered in your
CAS genesisWorld calendar and potential route changes considered.

map&guide 25h functions, including geographical encoding, are only available if

map&guide 25h is installed on the user´s PC.

CAS genesisWorld addresses cannot be accessed by map&guide 25h.

map&guide25h is an independent program and information can be obtained from

its manual and online-help. The documentation contains all functions and explains
how to work with map&guide 25h. In the online help of CAS genesisWorld,
functions used in CAS genesisWorld are described in the record window of
appointments.
Note
This module is available in English for certain countries and cities.

11.2.4 Microsoft Outlook Integration

In CAS genesisWorld, users can work with the e-mail client Microsoft Outlook. In
CAS genesisWorld, Microsoft Outlook windows are thus used to write, send and
receive e-mails.

Microsoft Outlook must be installed on a user´s computer.

Additional CAS genesisWorld functions are provided in the windows of Microsoft

Outlook. CAS genesisWorld data records can be added to Microsoft Outlook
windows with drag&drop. Click Archive and Send&Archive to open the CAS
genesisWorld Archive e-mails window.

Microsoft Outlook integration into CAS genesisWorld requires Microsoft Outlook

2000 or a later version. The connection is performed with a Microsoft add-in. Some
functions of this add-in are restricted with regard to Microsoft Outlook. Further
information can be obtained from the Microsoft homepage.

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11.2.5 Microsoft Word Integration

This connection serves to create letters, faxes, protocols, presentations and other
documents with Microsoft Word. Microsoft Word must be installed on a user´s
computer.

The integration is performed via a COM add-in and is set up on a user's computer
upon the first opening of a Microsoft Word document.

To perform this integration, in Microsoft Word, the option Trust Access to Visual
Basic Project must be activated on the tab Trusted Publishers on Tools
menu/Macro/Security.

After having performed a successful integration, the option can be deactivated.

This setting does not exist in Word 2000 and is thus not required.

Please also read the notes in the user online help and inform your users about this
topic if necessary.

11.2.6 Telephony Integration

CAS genesisWorld is able to interact with your telephone system. The connection is
performed with a Tapi driver and, depending on the producer, with a serial cable, a
special connection module, an ISDN card or directly with a TCP/IP network.
Required information can be obtained from the instruction manual of your
telephone system or from its producer.

The driver is installed in Windows system settings. If you use a CTI solution you
have to use the CTI driver. Otherwise use the Tapi driver for your PBX.

This driver must be installed in the Windows-Client (click Tools

menu/Settings/Telephony tab).

Users can now automatically select telephone numbers from CAS genesisWorld
addresses and automatically identify phone calls.

The record type “phone call“ serves to identify phone calls in CAS genesisWorld, to
record missed, upcoming and performed phone calls and to link them with
addresses.

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If you have activated the telephony integration on your PC, CAS genesisWorld
handles incoming calls as described in the following section:

If the phone number is registered in only one address, the corresponding

address data record is automatically opened upon an incoming call.

If the phone number is registered in several addresses, a list with all address
data records containing this number is opened upon an incoming call.

The record type “phone calls” can of course be used to record phone calls without
phone call identification.

11.2.7 YellowMap Integration

This connection serves to check values of fields such as street, post code and place
for their postal correctness. CAS genesisWorld creates a list with possible correct
combinations of street, post code and place from which the appropriate one is to be
selected.

This service is free of charge.

You can also search the online yellow pages for certain addresses from an address
in CAS genesisWorld. The address fields of YellowMap e.g. company, industry,
street, post code, location can be added to CAS genesisWorld.

A small icon is displayed below the company field.

This service is not free of charge. The function is registered and activated in the
Management Console.

Both functions require active Internet access.

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12 FAQs

This chapter answers frequently asked questions when working with CAS
genesisWorld.

12.1 Backup
When you make a database backup, do not forget to also backup the document
archive and portals if required.

12.2 Replication

12.2.1 Constant Connection to the Internet during Replication

If two domains are interconnected via a connection which operates demand-driven
via a switched line, the connection sometimes is held open by the replication since
receiver agents regularly check if a replication task exists. Due to this, telephone
costs increase.

A document with an alternative replication concept allowing to realise a cost-

saving configuration and the corresponding download files are provided in the
Service/Support area of our homepage www.cas.de.

12.2.2 Replication with a Laptop

If you want to perform a configuration on a laptop domain, we recommend not to
activate the receiver agent when the system is started if replication is performed via
directories. The time schedule agent should not be activated either when the system
is started.

When sending a request, a timeout is waited for if no network connection to the

corresponding domain exists.

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This is why this is a default setting for COM connections only whereas the receiver
agent is deactivated via directories when replication is performed. In both cases, the
time schedule agent is deactivated by default.

12.2.3 Error Messages and Warnings for Replication

In the user online help, you can find a list with errors and warnings which may
occur in the protocol of the local domain or in the Connection status window of the
connection. It is also described why these errors occur and how they can be solved.

Please also check the protocol of the local domain if an error is displayed in the
Connection status window. Usually, the reason for this error is listed in the
protocol of the local domain.

If a conflict has occurred with a data record, you can double-click the
corresponding protocol entry. The record is opened and you can either check the
modifications in the journal or reverse them.

12.3 Navigator Autostart and Default View Format

The navigator profile Autostart (public) and the Default view format (public) can
only be edited by users with administrator rights. This ensures that there is always
at least one navigator profile and one view format. Furthermore, you can thus
provide standards for your users or your company which can only be updated by
you.

The default view format is used in several areas of CAS genesisWorld e.g. in the
Dossier tab of the data record window in the overview on links. It is recommended
not to add the Notes field to displayed fields as corresponding views are thus
loaded faster.

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12.4 Application Server Connection Is Interrupted

CAS genesisWorld clients are shut down without any reason so that the client must
be restarted since the connection has been interrupted.

12.4.1 Application Server Is Not Shut Down

The application server is not shut down or locked, i.e. CAS genesisWorld Windows
clients can log on to the server again.

CAS genesisWorld uses the DCOM protocol and the RPC interface. This is why
settings which ensure that the server can be accessed via DCOM must be
performed in the application server.

Click Start/Run to activate DCOMCNFG on the application server.

In the Default Protocol tab, Connection-oriented TCP/IP is relevant to CAS
genesisWorld. This protocol should be at the very top of the list since the
protocol order is relevant to Windows. Via properties, you can also restrict the
DCOM port area on the server in which the server is to reply.
A DCOM connection is requested on Port 135 when the server is logged on to
CAS genesisWorld. However, the server replies to a any port.
This can be prevented with settings. The server can thus be accessed in spite of
a firewall. Please note that a client session may require more than one DCOM
connection (i.e. rather three to ten connections).

Default start and default access rights should be adapted with the Default
protection tab. This tab should contain all users or user groups working with
CAS genesisWorld. These settings are reset when Windows Service packs is
installed and must be performed again if necessary.

Modifications in this area require that the PC is restarted.

12.4.2 Application Server … Cannot Be Activated

The CAS genesisWorld application server is shut down, i.e. the server cannot be
logged on. “Application server could not be activated on the ... PC” is displayed.

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FAQs

How to Check Microsoft ADO

CAS genesisWorld application server and Microsoft SQL server communicate via
Microsoft ADO.

The CAS genesisWorld application server and the Microsoft SQL Server are to
work with the same ADO versions.

ADO versions can be checked as follows:

In the "..\Program Files\Common Files\System" folder, you can find the file
MSADO15.DLL. The version is contained in the Version tab of the file
properties.

The released version for CAS genesisWorld can be obtained from the current
release list on www.cas.de/Download.htm.

Modifications in this area require that the PC is restarted.

DCOM Settings for Windows XP and Windows 2003

DCOM is a Microsoft interface. DCOM default settings for Windows XP Service
Pack 2 and Windows 2003, Service Pack 1 and later, prevent remote access.

A change of settings will be required:

if the Management Console is accessed via remote and across domain borders,
or

if you work with groups.

if clients are accessed via remote and across domain borders,

and if you replicate via COM interface across domain borders, see chapter
"Domain Concept and Replication Task" (page). This process is usually not
running with laptops, but with more locations.

In these cases, edit the corresponding settings on the application server. In the
following description, you are given an example of how to proceed:

Select Start/Control panel/administration/component services to activate

Component services or, in the control panel, select Performance and
administration/component services.

144
 FAQs

In Component services, click Console root/Component

services/Computers/My computer to activate the tree structure.

Click My computer. On the context menu, select Properties/COM protection

tab.

On Start and activation rights, click Edit limits.

On Security limits, activate Remote start and Remote activation for

corresponding users or groups and click OK.

145
FAQs

Click OK to close the windows.

Right-click to shut down MS DTC and restart the program.

The program can now be accessed again via remote.

146
 Licence agreement

13 Licence agreement

Standard products CAS Software AG

1.
All rights to the software (program and manual, and where applicable, in electronic
format) and the data provided belong exclusively to CAS Software AG, Wilhelm-
Schickard-Straße 10, 76131 Karlsruhe, Germany.

2.
The customer is merely granted the non-exclusive right to use the software in his
company or organization for his own purposes as described in the manuals and in
the following paragraphs.

3.
Insofar as the agreement makes reference to this, the customer may load the
program and data only onto working storage (RAM) and hard disks on to those
computers whose number and type is specified in the agreement. The customer
may make one copy of the programs and data solely for backup purposes and must
mark these with the copyright notice of the original data medium.

4.
All other possible types of use of the subjects of the agreement, in particular their
reproduction, translation, editing, arrangement and other modifications, are
prohibited.

5.
Upon the installation of a new program version or updated data, the licence for the
preceding program version and data expires.

6.
Decompilation of the software is only permitted within the scope of the stipulations
of copyright law, if CAS Software AG fails to make available the information
and/or documentation required for creating interoperability of the software with
other programs within a reasonable period of time, despite a written request on the
part of the customer.

147
Licence agreement

7.
The customer may transfer the subjects of the agreement to its branch offices or
other third parties only after terminating this licence agreement. Prior to
transferring the subjects of the contract the customer must oblige the recipient in
writing to comply with this licence agreement regarding CAS Software AG. The
customer will notify CAS Software AG thereof in writing and assures to no longer
be in possession of the subjects of the contract or copies hereof.

8.
The customer does not have the right to access source programs.

9.
Insofar as the subject of the contract is a trial version, the customer receives merely
restricted usage rights in accordance with the information on the system certificate.
The restriction can affect the place of use, the length of time it may be used for and
the content.

10.
Each user who uses the product requires his own licence. The only exception are
non-personalised joint access codes in CAS teamWorks. Further exceptions must be
agreed upon in writing with CAS Software AG.

11.
The CAS Server may only be used by CAS Clients and software of CAS partners.
Each other type of usage requires additional Client-Access-Licences (CALS).

12.
Record types and user interfaces generated by the add-on module database
designer may be used fully by the licence. These record types and interfaces may
only be sold with the written consent of CAS Software AG.

13.
CAS Software AG grants the usage capabilities under the terminating condition
that the customer does not fully fulfil his payment obligation resulting from the
procurement contract. In this case CAS Software AG can demand the return of all
data media and a confirmation in accordance with paragraph 7 sentence 3 of this
agreement. In respect of part payments already made the customer has no right of
retention against the demands of CAS Software AG.

148
 Licence agreement

14.
If CAS Software AG delivers its product including Microsoft® SQL Server(TM)
Runtime, its accompanying licence terms and conditions also apply.

15.
If CAS Software AG delivers its product including the embedded-version of the
Oracle Database 10g Standard Edition One, its accompanying licence terms and
conditions also apply.

CAS Software AG, Karlsruhe August 2006

149
 Index

Index
The page numbers refer to the chapters where a term used.

_ D
_gwd.xml 97 Data encryption 105
Data protection 66
A
Database 1, 11
Access rights 46
D 77
Replication 80
Database access 73
Action service 116
Database backup 66
Add-on modules 124
Password 26, 73
ADO 1, 10, 144
Protecting the database 67, 75
Agents 106
Database backup 75, 97
Application server 80
Database PC 73
Authorisations ERP connect 124
DCOM 1, 36, 143, 144
Automatic transfer 64
Default account 65
B Detail rights 51
Backup Document archive 27, 77
Document archive 66 Backup 66
Backup Mobile access 66 Replication 100
Backup Mobile sync 66 Documents 27, 139
Backup portals 66 Domain 80
Assigning 101
C
Setting up 89, 93, 99
CAS genesisWorld ERP connect 124
Domain connection 80
Client/Server configuration 1, 5
Domain file 97
COM interface 80
Domain replication wizard 93
Configuration 1, 5
Duplicate check 129
Client/Server 5
Conflicts replication 102 E
Connection 80, 105 E-mail 61
Connection costs 97, 106 Creating account 65
Connection setup 141 Default account 65
Connection status 102, 142 IMAP 62
Creating groups 41, 48, 57 POP3 61, 63
Creating users 41 E-mail integration 61
Cycles 80, 87, 119 Enterprise Resource Planning 124
ERP connect 124

151
Index

Authorisations 124 Services (IIS) 9, 31, 32

ERP system 124 Microsoft SQL Server 11, 73
Evaluations 127 Microsoft SQL Server Desktop
Example database 73 Engine 11, 75
Export directory 80 Multi user operation 5
External access rights 55, 57, 60
N
F Network 5, 6, 89
File references in the document Notification service 64, 105
archive 77
O
Files in the document archive 77
Offline 64
Full replication task 80
Operating system 10
I Oracle 11, 16
IMAP 62 Owner rights 46
Provider 62
P
Import directory 80
Partial replication task 80
Initial replication 99
Partner 11, 136
Installing database 25
Password 26, 40, 73
Installing the database 24
PC 1
Interactive user 21
Performance 106
J POP3 61, 63
Journal 102 Print definitions 109
Product catalogues 127
L
Product groups 127
LAN 105
Products 127
Language extensions 18
Profile task 80
Laptop 20, 21, 35, 37, 64
Protection 66
Configuring 89, 97
Internet 69
Replication 69, 80
Protocol 75, 93, 102
Laptop licence 87
Provider 62
Licence information 17, 27, 43
Replication 87, 89 R
Local folders 64 Receipts 127
Reconfiguration 80
M
Registration 21, 44
Management Console 18, 20, 39
Registry Viewer 77
Mask adjustments 107
Release notes 6, 9
Memory capacity 97
Replication 79
Microsoft Internet Information

152
 Index

Conflict 102 Timeout 77

Document archive 100 Trial version 5
ERP connect 126
U
Error message 142
Update 33, 36
Initial 99
User sensitivity 47
Laptop 80
User-defined task 80
Performance 106
Rights 80 V
Selecting participants 101 VPN 80
Warning 142
W
Replication licences 87
WAN 105
Replication service 80
Web access 31
Replication task 80
Backup Web access 66
Rights 40, 45
Web client 1, 30, 31
Data record types 45
Protection 69
Data records 47, 53, 55, 57
SSL protocol 69
Detail rights 51
Web server 10, 14, 31
ERP connect 124
Window adjustments 107
External access rights 55
Replicate now 89 X
Replication rights 79 XML document 126
XSL stylesheet 126
S
Saving documents 27
Selecting participants 47, 53
Replication 101
Server manager 36
Single user version 5
Source database 97
SQL Server 2005 Express Edition 11,
25, 75
SQL Server rights system 97
SSL Protocol 69
Status 99
Support request 1
Synchronisation tasks 124, 127

T
Target database 97

153