1. Change Password

Let's get to Change Password module.
 Maintenance  User  Change Password

 Old Password
In order to change your password, you have to enter your current password. This is for authentication purpose.
 New Password & Re-Type Password
Enter and re-enter your new password here.
When done…  Click OK

2. Default Screen

In User Module there is another option, User Default Setting.
This option enables you to change the size of the buttons.

By default those Buttons are Big, which is a square.
Depending on user screen size and resolution, Big buttons may not fit.

In such case, you can select Small Button.
To change to Small Button…
 Click EDIT  Select Small Button  Save

B. Access Control

1. Users

Let's get to User Access Control module.
 Maintenance  Access Control  User (Cross Bank)  New

Cross Bank means the settings you made in this module applies to all the banks setup in the system.

This is a unique ID which is compulsory. It can be any alpha numeric characters.
Ensure that it has not been previously used in this module.
This will be the User’s Login ID to access the system. Eg. “sam”

 Name
Enter the name of the user. This is to identify the user’s full name for reference.
Eg. “Sam Tan”.

 Password
Enter the password here. It is case sensitive so make sure you are aware of the type case.
Eg. “12345”.

 Roles
Tick the appropriate Roles that you would like to assign to this user. Setting up of Roles is covered in later part of the tutorial.
By default, there is Admin role in the system. Tick on it

To save you settings…
 Click Add

One account will need to have the SYSADMIN role selected. This role has all the permissions.
The system will not allow you to save if there is no account that has the SYSADMIN role selected

Be careful when removing roles. Ensure that a user has at least one role selected.
A user with no roles will not have access to any bank.

2. Roles

Roles can be understood as the various positions the staffs are performing in the company.
Hence, different staffs are given or restricted from certain rights.

Go to the Role (Cross Bank) Module
 Maintenance  Access Control  Role (Cross Bank)  New

 Role
Enter a unique alpha numeric character in this compulsory field.
Ensure that what you have entered has not been previously used in this module.

 Details
In this section, you can see various columns depending how many bank you have setup in the system.
The 1st column – basically list out all the modules that you can control the user access rights.
The 2nd column – is the settings you have for the respective bank.
If you have 2 bank setups, you will be able to see the 3rd column. Otherwise you will only see two columns displayed.

Let's say you would like set this role with access to Payment & Contact…
 Click Payment  Press & Hold Shift Key  Click Contact  Release Shift Key,
 to select the respective Module and Bank.

 Read Check Box
This allows the user to only view the data.

 New Check Box
This allows user to add new data

 Edit Check Box
This allows user to edit the data that was previously created.

 Delete Check Box
This allows users to delete the data.

 Print Check Box
This allows user to printout the data.

 All Check Box
This enable user to be assigned to all rights.

Individual selections of these rights are available only for Enterprise Version.
Lower versions can only select if users are entitled to All rights.

To save your entries…
 Click Add

C. Data

1. Backup

Data Backup is an important process you should always perform. Backup data will definitely help during unfortunately
situations to recover data that you might have lost due to accidental deletion, virus, corruption, or hardware failure.

Let's get to Data Backup (Cross Bank) Module.
 Maintenance  Data Management  Data Backup (Cross Bank)
 Choose the File Location  Click Browse  Save

 Enter a filename with extension .BAK
 Click Backup.

System will prompt you Backup Finish.
 Click OK.

Let’s try it out.

2. Restore

Data Restore enables you to restore your database back to the last backup ones.

 Maintenance  Data Management  Data Restore (Cross Bank)
 Click Browse  Click Restore.
System will prompt you twice "All Data will be Overwritten!!! Confirm?"
 Click Yes then Next Message will be "All Program will be disconnected!!! Confirm"
 Click Yes again.

3. Erase All

This may be required during the beginning stage when you are trial using the system.
You may want to delete and purge out all the data to start afresh before going live.

Before proceeding, it is always a good habit to do a Backup of your database.

Let's go to the Purge Data module.
 Maintenance  Data Management  Purge Data

Date: From and To
Specify the period between you wish to erase the data.

Include ALL Dates
Tick on this if you wish to erase all not specifying any date range

Data to Purge – Payment, Receipts, Contacts & Account Code
Tick on the modules you wish to erase data

Once you are ready…  Click Purge to erase all your data.

D. System Updates

System updates will update your system with the latest version. The latest version may come with added features or reports.
At the same time, should there be any known or reported bug; the latest version may have it resolved.

E. System Licence Registration

Every OCi ChequeWriter software that is installed in your PC requires an official system licence to operate.
The system licence will determine if your software version is a legitimate one,
and it also controls your entitled features and functionalities.

1. Unregister a Licence from PC

In the event you decide to switch the software from one PC to another.
You have to unregister the system licence from the old PC.

Important: It is only when you have unregister the licence from
the old PC before you are allowed to register to a new one.

To unregister the system licence from the old PC, move your mouse to the top menu.
 Registration  Unregister System

The system will prompt "Are you sure you want to unregister the system"
 Click YES

You have successfully unregistered the software licence for this PC. To uninstall the software from your PC,
you may want to go to Control Panel and Remove the software from the list.

2. Update Licence Registration

In the event that you have newly purchase the following add-ons:

  1. Upgraded for your software to a higher version E.g.
    Upgrading from Premium to Enterprise, or Supreme to Premium version
  2. Purchased additional bank setup to your existing system
You will have to perform the following.

 Registration  Update Registration

You will be prompted "Are you sure you want to Update the Registration"
 Click YES

You have successfully updated your system licence registration.
The newly purchased features have been added-on automatically.

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