Spreadsheet Server for use with BPCS - Global Software, Inc.
Spreadsheet Server for use with BPCS - Global Software, Inc. Spreadsheet Server for use with BPCS - Global Software, Inc.
77 Spreadsheet Server for use with BPCS - Release V12 R4 M11 7. To lock the account profile for security purposes (i.e. prevent others from making changes to the account profile), click the Lock icon button. The Password dialog box appears. Enter the desired password and click OK. This password is required to change the account profile. It is not mandatory to lock an account profile. 8. To unlock the account profile, click the Unlock icon button. The Password dialog box appears. Enter the valid password and click OK. 9. When the account profile is complete, click the Close button.
Miscellaneous Features 78 8.3 Load Local Data Within Spreadsheet Server, the option exists to download account balance information into a local database, allowing for optimized calculation speeds. 1. From the desktop, click Start>Programs>Global Software Spreadsheet Server>Spreadsheet Server Control Panel. The Sign On to Spreadsheet Server dialog box appears. 2. On the Sign On dialog box, specify the appropriate data (see Initiate Excel Add-In) and click OK. The Spreadsheet Server Control Panel appears. 3. On the Control Panel, select the Load Local Data tab. The Load Local PC Database panel appears. 4. The top portion of the panel identifies the location for the local database. This setting defaults from user settings but may be changed by clicking the Browse button and selecting a new location. 5. Select whether or not to include the chart of accounts and/or segment descriptions in the download. In addition, the middle portion of the panel displays the existing data in the database. Click the ledger to be downloaded. To make multiple selections, hold down the Ctrl key and click on the desired ledgers -or- to select all ledgers, click the Select All button. 6. Once selection is complete, click the Load BPCS Local Database button. The progress of the download is viewable on the bottom portion of the panel. To stop the download process, click the Stop Loading button. 7. When the download is complete, click OK. Global Software, Inc.
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Miscellaneous Features 78<br />
8.3 Load Local Data<br />
Within <strong>Spreadsheet</strong> <strong>Server</strong>, the option exists to download account balance in<strong>for</strong>mation into a local database,<br />
allowing <strong>for</strong> optimized calculation speeds.<br />
1. From the desktop, click Start>Programs><strong>Global</strong> <strong>Software</strong> <strong>Spreadsheet</strong> <strong>Server</strong>><strong>Spreadsheet</strong> <strong>Server</strong><br />
Control Panel. The Sign On to <strong>Spreadsheet</strong> <strong>Server</strong> dialog box appears.<br />
2. On the Sign On dialog box, specify the appropriate data (see Initiate Excel Add-In) and click OK. The<br />
<strong>Spreadsheet</strong> <strong>Server</strong> Control Panel appears.<br />
3. On the Control Panel, select the Load Local Data tab. The Load Local PC Database panel appears.<br />
4. The top portion of the panel identifies the location <strong>for</strong> the local database. This setting defaults from <strong>use</strong>r<br />
settings but may be changed by clicking the Browse button and selecting a new location.<br />
5. Select whether or not to include the chart of accounts and/or segment descriptions in the download. In<br />
addition, the middle portion of the panel displays the existing data in the database. Click the ledger to be<br />
downloaded. To make multiple selections, hold down the Ctrl key and click on the desired ledgers -or- to<br />
select all ledgers, click the Select All button.<br />
6. Once selection is complete, click the Load <strong>BPCS</strong> Local Database button. The progress of the download is<br />
viewable on the bottom portion of the panel. To stop the download process, click the Stop Loading button.<br />
7. When the download is complete, click OK.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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