Sr ACCOUNTANTtm Installation

=================================================================== You can install Sr ACCOUNTANT from floppy diskettes or from the hard drive, depending on where you acquired Sr ACCOUNTANT from. See the SYSTEM Requirements below before you start; and if you are making the installation on a network computer read the NETWORK installation instructions. ===================================================================

INSTALLATION

There are three different configurations that you can install Sr ACCOUNTANT from. Click on the installation that you need: Installation from a floppy drive to hard drive using MS(PC)-DOS
Installation from a hard drive to the hard drive using Windows 3.x
Installation from a hard drive to the hard drive using Windows 95/98
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Installation from a floppy drive to hard drive using MS(PC)-DOS

Boot your system with your MS(PC)-DOS; follow the "COPY Original diskettes" instructions to make back-ups of the "Sr ACCOUNTANT" disks.

Create a directory on your hard drive, (e.g. "MD\SA") and change to that directory (e.g. "CD\SA"), or the INSTALL procedure will do this if you are not on a Network.

Place the "Sr ACCOUNTANT-MASTER" diskette in Drive A.

Type "INSTALL C: SA A: and press <ENTER>

SA is the directory you created in step 2). If you are using a different directory, enter that one instead.

A: is the disk drive that you are installing Sr ACCOUNTANT from. This will usually be A: but on systems where drive A: is not a 3 1/2 " drive it will have to be B:

Make sure that you leave a space between INSTALL and C: and between C: and SA and between SA and A:.

When asked by the computer for disk #2, remove the "Sr ACCOUNTANT DISK#1" diskette from Drive A and place the "Sr ACCOUNTANT DISK #2" diskette in Drive A. and press <ENTER> to continue

When the computer has finished the installation, remove the diskette from the floppy drive and place the disks in a safe place.

If your system has a CONFIG.SYS file in the ROOT directory add a FILE statement and a BUFFER statement, if they do not exist. If they do exist make sure the values are at least as large as shown here. Add or modify the following:

FILES=254
BUFFERS=15

CONFIG.SYS

EDIT.EXE

CONFIG.SYS

FILES=254
BUFFERS=15

With the C> prompt showing, choose the \ZSC\SA directory:

ENTER

Now go to the CONFIGURATION stage below.
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Installation from a hard drive to the hard drive using Windows 3.x

Now go to the CONFIGURATION stage below.

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Installation from a hard drive to the hard drive using Windows 9x

Find the location where you downloaded the SA_V50.EXE file to.

Double click on "SA_V50.EXE" file.

This will install the main "Sr. ACCOUNTANT" file in the "\ZSC" folder, and the data files in the "\ZSC\SA" folder.

When the "Finished-Install" window appears, close the window.

Click the "Start" button.

Click the following:-
      "Settings",
      "Taskbar...",
      "Start Menu Programs"
and "Advanced..."

Click "File",
      "New",
      "Shortcut",
      "Browse",

go to the "\ZSC" folder, double click the folder,

      double click the "\SA" folder,
      double click the "SA.BAT" file,
      click "Next>",
      change shortcut name to 'Sr. Accountant',
      click "Next>",
      choose the "SA.ICO" icon,
      click "Finish".

Close all windows.

Your system should have a CONFIG.SYS file in the root folder (or, create the CONFIG.SYS file); modify the FILE statement and the BUFFERS statement, if they exist, or add them. Make sure the values are at least as large as shown here. If your operating system is DOS use the EDIT.EXE program to modify the CONFIG.SYS; or, if you are using Windows 3.x or Windows 9x use the NOTEPAD. Add the following line after the first path command:Use "NOTEPAD.EXE" to add/modify the following:

FILES=254

BUFFERS=15

Modify or add the AUTOEXEC.BAT file in the root folder, you will have to create it. Type the following. ^Z means to hold down the Ctrl key and then press the Z key.Use "NOTEPAD.EXE" to add/modify the following to the end of the PATH command line:

PATH= ..............;\ZSC;

Using Windows 95/98:

Start

Sr Accountant

Full Screen

Now go to the CONFIGURATION stage below.

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CONFIGURATION

You have three choices of how you can use Sr ACCOUNTANT on you system: Using a hard drive for both the program and the data
Using a hard drive for the program and a floppy drive for the data
Using a hard drive for both the program and different folders for the data

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Using a hard drive for the program and a floppy drive for the data

(Sr ACCOUNTANT will set up the DATA diskettes in this choice, be sure to have some blank formatted diskettes on hand).

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Using a hard drive for both the program and the data

After Sr Accountant loads, the following screen will appear:

SA:DRIVES                                                             3:00:56 pm
                   +----------------------------------------+
                   ¦ D R I V E  S P E C I F I C A T I O N S ¦
                   +----------------------------------------+
+------------------------------------------------------------------------------+
¦              +-------------------------------------------------+             ¦
¦              ¦   Sr ACCOUNTANT System needs to know which      ¦             ¦
¦              ¦   Drives & Directory the Data Files are on.     ¦             ¦
¦              +-------------------------------------------------+             ¦
¦                                                                              ¦
¦ Which DRIVE & DIRECTORY do you have the Program (*.EXE) files on?            ¦
¦                        :x:\ZSC\                                 :            ¦
¦ Which DRIVE & DIRECTORY do you have the Main Data (*.DBF) files on?          ¦
¦                        :x:\ZSC\SA\                              :            ¦
¦ Which DRIVE & DIRECTORY are the WORKING files on?                            ¦
¦                        :C:\ZSC\                                 :            ¦
¦                                                                              ¦
+------------------------------------------------------------------------------+
 
                Example of DRIVE & DIRECTORY entry:  C:\ZSC\SA\

Where 'x' is the drive letter of the Hard drive.

The following message will then appear:

If you have an IBM color computer do you wish to install color (Y/N) : :

If you wish to install color,

ENTER

You can only install color if you have a color card installed in your computer.

Otherwise,

ENTER

The "Sr Accountant - Master Menu" will appear. At this point review the SETUP DECISIONS, and then you can carry on and enter data. Please read the OPERATION SUGGESTIONS below for advice on Backups.

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Using a hard drive for the program and a floppy drive for the data

Under construction.

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Using a hard drive for both the program and different folders for the data

If you do not have a folder (directory) for the new set of books, exit Sr ACCOUNTANT and create the folder (directory) or sub-folder (sub-directory).

Return to Sr ACCOUNTANT, review the Master Chart of Accounts, Format file and Source file. See SETUP DECISIONS below before you setup the new data files in the new folder.

When you are ready to setup the new data files, press <8> on the "Master Menu" and <6> on the "Utilities and Setup Menu", the following menu will appear:

Sr Accountant - Setup New Data on Disk or in new Folder

Now you will need to create a batch file in the new folder, so you can access the new Company.

For those using MS(PC)-DOS or Windows 3.x [exit to MS(PC)-DOS]:

You also need to add the \ZSC directory to the PATH command in your AUTOEXEC.BAT in the route directory on your hard drive. Use the EDIT.EXE program to modify the AUTOEXEC.BAT. Add the following line after the first path command:

PATH %path%;c:\ZSC;

Change the directory to the \ZSC\XYZ directory, where ZSC is the folder where the Sr ACCOUNTANT program files are and \ZSC\XYZ is where you have setup the DATA files

Create a XYZ.BAT batch file in the \SA\XYZ directory [you could copy the contents of the SA.BAT file in the the \ZSC\SA directory as a template]

For those using Version 4.5, change the line starting with RUNTIME to, or add:

rem Batch file to run XYZ's Sr Accountant (Version 4.5)
RUNTIME c:\ZSC\SA

For those using Version 5.0, change or add the following line:

rem Batch file to run XYZ's Sr Accountant (Version 5.0)
c:\ZSC\SA

You could change this batch file to xxx.BAT (where xxx is the companies initials)

To run Sr ACCOUNTANT with the C> prompt showing, choose the \SA\XYZ folder and type:

XYZ

Enter

or, if you are using Windows 3.x create an Icon for the XYZ.BAT batch file.

For more instuctions see below.

For those using Windows 95/98:

You also need to add the \ZSC directory to the PATH command in your AUTOEXEC.BAT in the route directory on your hard drive. Use the NOTEPAD.EXE program to modify the AUTOEXEC.BAT. Add the following line after the first path command:

PATH %path%;c:\ZSC;

Create a XYZ.BAT batch file in the \SA\XYZ directory [you could copy the contents of the SA.BAT file in the the \ZSC\SA directory as a template]

For those using Version 4.5, change the line starting with RUNTIME to, or add:

rem Batch file to run XYZ's Sr Accountant (Version 4.5)
RUNTIME c:\ZSC\SA

For those using Version 5.0, change or add the following line:

rem Batch file to run XYZ's Sr Accountant (Version 5.0)
c:\ZSC\SA

You could change this batch file to xxx.BAT (where xxx is the companies initials)

Click the "Start" button.

Click the following:-
      "Settings",
      "Taskbar...",
      "Start Menu Programs"
and "Advanced..."

Click "File",
      "New",
      "Shortcut",
      "Browse",

go to the "\ZSC" folder, double click the folder,

      double click the "\XYZ" folder,
      double click the "xxx.BAT" file,
      click "Next>",
      change shortcut name to 'xxx company',
      click "Next>",
      choose the "SA.ICO" icon,
      click "Finish".

Close all windows.

Now follow the instructions in the Sr ACCOUNTANT manual in Section C, under 'OPERATIONS:Getting Started', or read the "Using a hard drive for both the program and the data" above.

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SETUP DECISIONS

Some of early decisions you should make before you start entering data are if you wish to use the Sr ACCOUNTANT's standard Chart of Accounts, standard Format (Template) file and Source Codes file or if you wish to change them to your own standards.

If you wish to change them, run Sr ACCOUNTANT and make the changes you wish to the Master Copies. Consider here the Master Accounts, Formats and Size of the G/L number and Sub-Ledger number. Print out the Standard Charts of Accounts and Formats and note the changes you wish to make. Note in the Maintenance of the Master Accounts and Formats there is a way to toggle between the Master Copy files and the Data files (this option is not explained in the manual).

Remember to change the name of the company to the one you wish as the first thing you need to do on any removable disk or company directory.

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SYSTEM Requirements

You need an IBM or IBM-compatible, protected-mode 486 40mz or higher computer using DOS 3.3x, 4.01, 5.0, 6.0 or Windows 95 operating system.; 6mb of RAM minimum, 8mb of RAM recommended and a hard disk with 10mb of free disk space to install Sr Accountant files.

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COPY Original diskettes

First make a Working Copy of the diskette(s) you have received with Sr ACCOUNTANT. To do this place protection tabs on the original diskette(s), then booted your system with MS(PC)-DOS in the normal manner. Next take two new diskettes, marking one "ZARCOM SYSTEM DISK [WORKING COPY]" and the other "Sr ACCOUNTANT MASTER [WORKING COPY]".

Now make a copy of the Original diskettes using your MS(PC)-DOS, with the disk drive prompt showing, type:

Diskcopy A: B:

and press the <Enter> key.

Diskcopy A: A:

if you only have one removable disk drive.

When the DISKCOPY program prompts you, place the Original diskette in Drive A and the Working Copy diskette in drive B or follow the instructions on the screen to copy the diskette using only one drive. When you have copied all the diskettes, remove all the diskettes and store the originals in a safe place.

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OPERATION SUGGESTIONS

Backups

We have included a batch file on the Update disk. The file is named ZSBACKUP.BAT. To use this batch file you will need PKZIP.COM, a compression program made by PKWARE Inc. and to copy the ZSBACKUP.BAT to the each data directory where the Sr ACCOUNTANT data is.

To activate the batch file, you can run it from the DOS command level from the directory where the data is by typing:-

ZSBACKUP

and press [Enter]. The other way to activate the Backup is to run Sr ACCOUNTANT, and from the MASTER MENU press [O] and the [B] from the UTILITIES MENU. The batch file is pre-set to use drive A:, you can use an editor like DOS's EDIT.COM or Windows NOTEPAD and change this to drive B: if you wish.

To obtain PKZIP, insert the UPDATE disk in your floopy drive and change to that drive then type:-

PKVIEW

and press [Enter]. This will give you the address and telephone number of PKWARE Inc. Also you can use the INTERNET and contact PKWARE at http://www.pkware.com/ and obtain a FREE evaluation copy.

Memory Management

For those of you that are running the Sr ACCOUNTANT (Version 4.5), to activate or deactivate the caching program (caching makes your computer run faster). Find the directory where the RUNTIME.EXE program is, at the > prompt type:

CACHERT

This will give you three options:-

OFF

EXT

LIM if you have a computer with expanded (LIM) memory.

For those of you that have Sr ACCOUNTANT (Version 5.0). The caching is automatically used by Sr ACCOUNTANT. ================================================================== If you have any problems please email ZARCOM tm's Support at support@zarcom.com

Sr ACCOUNTANTtm Installation

*INSTALLATION*

Installation from a floppy drive to hard drive using MS(PC)-DOS

Installation from a hard drive to the hard drive using Windows 9x

*CONFIGURATION*

Using a hard drive for both the program and the data

Using a hard drive for the program and a floppy drive for the data

Using a hard drive for both the program and different folders for the data

*SETUP DECISIONS*

*SYSTEM Requirements*

*COPY Original diskettes*

*OPERATION SUGGESTIONS*

Backups

Memory Management

INSTALLATION

CONFIGURATION

SETUP DECISIONS

SYSTEM Requirements

COPY Original diskettes

OPERATION SUGGESTIONS