cats:training:gettingstarted

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cats:training:gettingstarted [2017/02/15 18:48] – ↷ Page moved from cats:procedures:maintenance:gettingstarted to cats:training:gettingstarted wiki_admincats:training:gettingstarted [2020/01/09 15:27] (current) – jen
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 =====Getting Started With CATS===== =====Getting Started With CATS=====
 {{entry>0;Getting Started w CATS;-}} {{entry>0;Getting Started w CATS;-}}
-Before you begin using CATS, you may need to set up external access, pick your CATS printer, and select internal CATS options. This page will give you detailed info on how to set up CATS. +Before you begin using CATS, you may need to set up external access, pick your CATS printer, and select internal CATS options. This page will give you detailed info on how to prepare CATS for first use.
  
-====Create a Shortcut==== +CATS is launched from a shortcut icon on your desktop. If you do not have a CATS shortcut icon on your desktop see [[cats:training:createcatsshortcut|this page]] for instructions on how to create one.
-Before creating a shortcut, check with your IT department to ensure that you have access to the CATS folder and the network drive that it is stored on, and that you have permissions to add icons to your desktop. Your IT department may have already created a shortcut for you to copy from the network drive to your desktop.  +
- +
-To set up a CATS shortcut on your desktop, **right-click** on your desktop. Select **New**, then **Shortcut**.  +
- +
-[{{:cats:manual:startup_newshortcut.png|Add a New Shortcut}}] +
- +
-CATS uses a program called "catscopy.exe" to launch the newest CATS version (with the most recent date) available on your network. As such, you will need to browse for the file labeled catscopy.exe (the CATS executable launcher). Choose this file and select **Next** to continue. +
- +
-[{{:cats:manual:createshortcutpickexe.png|Select catscopy.exe for the Shortcut}}] +
- +
-Name the shortcut **CATS** (or another easily recognizable name) when prompted. Create it by clicking **Finish**. +
- +
-Once the shortcut is created, you must set shortcut properties. **Right-click** on the new CATS shortcut and select **Properties**. +
- +
-[{{:cats:manual:catsshortcutproperties.png|Select Properties to Review Shortcut}}] +
- +
-Make sure that Run: is set to Maximized. +
- +
-Make sure that Start in: is set to your data directory. For example, Z:\CATS\(Your Company Name) where Z is the name of your network drive. Your company name may be a shortened version, such as CAFE for Cafe Brewers or NDS for New Data Systems. +
- +
-[{{:cats:manual:changeshortcutproperties.png|Change Shortcut Properties}}] +
- +
-<note important>Keep in mind that simply entering the information shown in the image above may not work for your system, as each company's network has a different setup.</note>+
  
 ====Adding New Users==== ====Adding New Users====
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 Then, select **Maintenance > General > User File**.  Then, select **Maintenance > General > User File**. 
-[{{:cats:manual:startup_userfilemenuselection.png|Accessing the User File}}]+[{{:cats:training:startup_userfilemenuselection.png|Accessing the User File}}]
  
 Select **Add** from the toolbar menu to create a new user. Select **Add** from the toolbar menu to create a new user.
-[{{:cats:manual:startup_selectaddnewuser.png|Add a New User}}]+[{{:cats:training:startup_selectaddnewuser.png|Add a New User}}]
  
 Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user  in the description field without punctuation marks. Enter the new user ID. NDS recommends using the initials of the user's first, middle, and last names (two characters). User IDs can be up to 3 characters long. Enter the full name of the user  in the description field without punctuation marks.
-[{{:cats:manual:startup_newuser.png|Enter New User ID}}]+[{{:cats:training:startup_newuser.png|Enter New User ID}}]
  
 Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**. Click **Apply** to continue. On the next screen you can change the user rights and full name. Make any changes you need and pick **Apply**.
-[{{:cats:manual:startup_edituser.png|Edit New User Details}}]+[{{:cats:training:startup_edituser.png|Edit New User Details}}]
  
 When you are finished, you will see the new user name in the list of users.  When you are finished, you will see the new user name in the list of users. 
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 When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password. When a new user is added to CATS, the user typically has a blank password, so the first time you log on to CATS you will put in your initials for your ID and press enter when prompted for your password.
-[{{:cats:manual:startup_login.png|Log In to CATS}}]+[{{:cats:training:startup_login.png|Log In to CATS}}]
  
 Please note that your company may use its own logo on the login screen.  Please note that your company may use its own logo on the login screen. 
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 To change your own password, go to **User Preferences > Change Password** from the main CATS menu.  To change your own password, go to **User Preferences > Change Password** from the main CATS menu. 
-[{{:cats:manual:startup_changepasswordmenuselection.png|Change Password from the Menu}}]+[{{:cats:training:startup_changepasswordmenuselection.png|Change Password from the Menu}}]
  
 A box will pop up with your user ID and a place to enter your current and new passwords. A box will pop up with your user ID and a place to enter your current and new passwords.
-[{{:cats:manual:startup_enterpasswordfornew.png|Enter a New Password}}]+[{{:cats:training:startup_enterpasswordfornew.png|Enter a New Password}}]
  
 Fill in the fields and press **Save** to continue.  Fill in the fields and press **Save** to continue. 
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 **1 - DEMOI** (Used throughout CATS.)\\  **1 - DEMOI** (Used throughout CATS.)\\ 
-**6 -  CONTR** (Used when deleting in contract area.)+**5 - COFCOF** (Used when making accounting entries against protected GL accounts) 
 +**6 - CONTR** (Used when deleting in contract area.)
  
 The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters.  The numbered passwords can be changed just as the ID password can be changed. First, type **NEW** when a password is requested. Then type the old password. Then follow the instructions to rename the password. Numbered passwords must be 5 or more characters. 
  
-[{{:cats:manual:startup_promptaftertypingnew.png|Change a Password via the Prompt}}]+[{{:cats:training:startup_promptaftertypingnew.png|Change a Password via the Prompt}}]
  
 <note important>New Data Systems recommends that all passwords, including the supervisor password, be changed from the default.</note> <note important>New Data Systems recommends that all passwords, including the supervisor password, be changed from the default.</note>
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 From the **Main Menu** select **Maintenance > Setup > System Setup**. From the **Main Menu** select **Maintenance > Setup > System Setup**.
  
-[{{:cats:manual:maintenance_systemsetup_menu.png|Accessing System Setup Options}}]+[{{:cats:settings:systemsetup_access.png|Accessing System Setup Options}}]
  
 <note>You may need to be logged in as a user with Supervisor rights to access this area.</note> <note>You may need to be logged in as a user with Supervisor rights to access this area.</note>
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 CATS(R) is a registered trademark of New Data Systems. CATS(R) is a registered trademark of New Data Systems.
 The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems.  The Copyright (C) for all CATS materials written and electronic is the property of New Data Systems. 
 +
 +{{tag>"add new user" "cost codes set up" "account codes" "installation tips"}}
  • cats/training/gettingstarted.1487184488.txt.gz
  • Last modified: 2017/12/19 03:21
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