The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
RHB SE User Manual Draft
1. RHB Bank Berhad
User Manual
Document Tracking System
Prepared by: -
No. 25, Jalan Pemberita U1/49,
Temasya Industrial Part, Section U1,
40150 Shah Alam, Selangor Darul Ehsan.
Tel: (603) 7620 8901 Fax: (603) 5569 4977
WEBSITE: http://www.satoasiapacific.com
EMAIL: sales@satosms.com.my
Sato Auto-ID Malaysia Sdn Bhd
2. .
.
RHB Bank Berhad
.
.
.
INDEX
.
.
CHAPTER 1 - ABOUT SE DOCUMENT TRACKING SYSTEM
.
.
HARDWARE REQUIREMENT
5
SOFTWARE REQUIREMENT
5
INSTALLATION
5
CHAPTER 2 - PC SOFTWARE
USER ACCOUNT
O
TRANSACTION GROUP
9
O
USER GROUP
11
O
USER MAINTENANCE
13
O
PLANT MAINTENANCE
15
MASTER MAINTENANCE
O
VARIANT SETUP
17
O
PRODUCTION LINE
19
O
KANBAN PRECONDITION
21
O
KANBAN TYPE
22
O
VENDOR MASTER
24
O
WORKSTATION MASTER
26
O
ROUTING MASTER
28
O
NUMBER RANGE ALLOCATION
30
O
KANBAN/DAN/DI NUMBER RANGE
32
O
WORKING CALENDAR
34
O
DELIVERY TIMING TYPE
35
O
DAY TYPE
37
o
KANBAN DELIVERY TIMING
39
KANBAN CARD
O
GENERATION
41
O
MAINTENANCE
42
Sato Auto-ID Malaysia Sdn Bhd
-2-
3. .
.
.
.
.
KANRI DAICHO
.
.
O PRODUCTION PLAN
.
O IMPORT PRECONDITION
.
O GENERATE KANRI DAICHO
RHB Bank Berhad
45
46
46
OPERATION
O
ORDERING
47
O
RECEIVING
48
O
ERROR LOG
49
O
RESEND MAIL
49
REPORT FUNCTION
O
PRINT KANRI DAICHO
50
O
PRINT DAN/DI
50
O
PRINT FORECAST
51
CHAPTER 3 - MAIL CONFIGURATION SETTING
52
CHAPTER 4 - EMAIL (OUTLOOK EXPRESS) SETTING
56
CHAPTER 5 - ODBC CONFIGURATION SETTING
60
CHAPTER 6 - CHAPETER 6 SATO CL612E PRINTER SETUP
65
Sato Auto-ID Malaysia Sdn Bhd
-3-
4. .
.
.
.
.
CHAPTER 1
.
.
ABOUT SE DOCUMENT TRACKING SYSTEM
.
.
RHB Bank Berhad
This software is specially developed for RHB Bank to keep tracking of all Security
Envelopes, Documents and Credit Files that allocated in the RHB strong room compound.
This proposed system is design via web based application integrate into current Loads 3
system to perform the followings:
- Data collection for incoming file / documents
- Data collection for outgoing file / documents
- Data collection for file / document transfer
- Download of Withdrawal Request to scanner memory (Batch Scanner)
- Upload of data collection records.
- Report printing for Withdrawal Request.
- Printing of barcode label
- Enquiry & Housekeeping for history transaction
- Reports Printing for history transaction
Sato Auto-ID Malaysia Sdn Bhd
-4-
5. .
.
.
.
.
.
HARDWARE REQUIREMENT
.
.
1.1. Hardware Required
.
RHB Bank Berhad
i) Motorola MC3090 Mobile Computer
ii) BHT300 & BHT8000 Denso Scanner
iii) AT21B Denso Scanner
iv) SATO CL408e (X2)
1.2. Web Server
Intel Pentium 2.8 GHz processor or above
Microsoft Windows Server 2008
Oracle Client
4GB SDRAM or above
500GB Hard Disk Capacity
IIS 7.0
Label Gallery 3 SDK
3.1 Oracle Database Server
1.3 PC Machine (Client PC)
i) Internet Explorer 9 and Internet Explorer 10
ii) Mozilla Firefox 10
1.4 Software Tools (For development usage only)
Microsoft Visual Basic .NET 2012
Microsoft Visual Basic .Net 2008
Oracle Database
Sato Auto-ID Malaysia Sdn Bhd
-5-
6. .
.
.
.
.
.
.
.
Remarks – Short Form
i.
DCS – Data.Collection System
ii.
iii.
iv.
v.
vi.
vii.
viii.
RHB Bank Berhad
Handy Terminal – Barcode Handy Terminal (Batch / Online Scanner)
CU – Communication Unit for Batch Handy Terminal
Fx – Handy Terminal Function Keys
SE – Security Envelope
Scanner Download – Download Data from PC to Handy Terminal’s memory
PC Upload – Upload Data From Handy Terminal to PC via Web Application
DTS – Document Tracking System
Sato Auto-ID Malaysia Sdn Bhd
-6-
7. .
.
RHB Bank Berhad
.
.
.
.
.
CHAPTER 2 – DESKTOP WEB APPLICATION PROCESS
.
.
1. To run Data Tracking System application:
(A) Double click on Mozilla/Internet Explorer icon in desktop, key in the
address: [the link will be added later]
2. User Login :
User will be re-directed to login page. User need to input User ID and Password to
proceed.
(i)
(ii)
Click [Login] to login your account.
Error messages will show accordingly :
(a) Username and Password is mandatory.
(b) Combination of Username and Password must be valid.
Sato Auto-ID Malaysia Sdn Bhd
-7-
8. .
.
RHB Bank Berhad
.
.
.
.
For first time login, user.needs to change the password to activate their account.
.
.
After changing the password, successful message will be display.
Sato Auto-ID Malaysia Sdn Bhd
-8-
9. .
.
.
.
.
User will be redirect to the Main Menu after successfully login.
.
.
.
.
Username will be
display
Drop down menu for user
to navigate to the system.
RHB Bank Berhad
Logout button for
user logout.
Display all menus for user to click to
direct them to their desire page.
Sato Auto-ID Malaysia Sdn Bhd
-9-
10. 3.
.
.
.
.
.
System contain following modules: .
.
3.1 User Master .
Search User
.
RHB Bank Berhad
User Maintenance - Edit User
User Maintenance – Add User
Download User to Scanner
3.2 Bin Master
Bin Master Search - Edit
Bin Master – Add Bin
3.3 SE Registration
SE Registration
3.4 Printing
Bin Printing
Document Barcode Printing
SE Enquiry Printing
3.5 Report
Check In Transaction Report
Check Out Transaction Report
Bin Details Report
Pending Check In Document Report
AANO Audit Trail Report
Document On Hand Report
Pending Register AANO and Document Report
Pending Check In Report
Pending Transfer AANO Report
AANO Location Missed Match Report
3.6 Upload
Transfer
Check-In
Retrieve Found
3.7 Change Password
Sato Auto-ID Malaysia Sdn Bhd
- 10 -
11. .
.
RHB Bank Berhad
.
.
.
.
3.1 User Master
.
3.1.1 Search .
User
This module enable user do a search by specific User ID or Username filter
.
with status of the user (Active or Inactive). Wildcard search will display all
users.
Field User ID to
do search filter by
User ID
Field User Name to
do search filter by
User ID
Select radio button to
do search filter by
status of account
(Active or Inactive).
Note: To do a wildcard search, just click on the Search Button without fill in
any field.
Example result for search by User ID:
Sato Auto-ID Malaysia Sdn Bhd
- 11 -
12. .
.
.
.
.
.
.
.
Example result for search by Wildcard:
.
RHB Bank Berhad
3.1.2 Edit User
This module enable user to edit and update their information.
Click EDIT to edit and update your
information. After Clicked, it will redirect
you to User Master Maintenance page.
Sato Auto-ID Malaysia Sdn Bhd
- 12 -
13. .
.
.
.
.
.
.
User Maintenance Page
.
.
RHB Bank Berhad
In the User Maintenance Page, user are able to:
1. Update their Name.
2. Change their password.
3. Update their Region, Department, Designation, Email, User
Group, Set the range of expiry date.
4. Activate or De-Activate account.
Sato Auto-ID Malaysia Sdn Bhd
- 13 -
14. .
.
.
.
.
.
.
Example: Updating Name and Designation.
.
.
Successful update
record message.
RHB Bank Berhad
Log panel where it is display
date created, modified and the
person who created the user.
Update name from
“Test User” to “Test
User Admin”
Update Designation
from “MIS” to “Web
Developer”
Note: To De-Active or Activate user click De-Activate or Activate Button.
3.1.3 Add New User
This module is to add new user for the system. Below is the main page where
add new user will start by click on the “Add” button.
Click on the Add button.
The page will re-direct to
User Maintenance Page
where you can fill all
information about the new
user that you are about to
added.
Sato Auto-ID Malaysia Sdn Bhd
- 14 -
15. .
.
.
.
.
.
.
.
Add New User – User Maintenance Page
.
RHB Bank Berhad
Click this pane to
reveal Password
function pane.
Email must be in the
correct format. Example:
user@domain.com
Expired period can be
set by set the Effective
date and Expiry date.
Set the user password never
expired by check “Password
never expired” checkbox.
Set the user must change the
password at the first time login
by check the checkbox.
Password function Pane
Note: Password must be use 8-15 characters, no space, and it is not allow of using
User ID as the password. The password also must be contain at least an alphabet
and one number.
Sato Auto-ID Malaysia Sdn Bhd
- 15 -
16. .
.
RHB Bank Berhad
.
.
.
.
3.2 User Master
.
3.2.1 Bin Master Search
.
This module is to maintain maximum envelope per bin. Bin Naming will
.
determine the FIFO method to automate assign Bin location for new envelope.
Click “Bin Control Master”
to redirect to Bin Control
Summary.
Below is the page where you will be redirect to after clicked on the „Bin Control
Master” in the main page.
Region is defaulted to user.
Strong Room can be select
from the drop down list.
Click Search Button to display
all Bin filter by Region and
selected Strong Room.
Sato Auto-ID Malaysia Sdn Bhd
- 16 -
17. .
.
.
.
.
.
Example Bin search result:
.
.
.
RHB Bank Berhad
Note: If there is no data according to search filtering that been set, the result will
be,” 0 record(s) found.”.
Sato Auto-ID Malaysia Sdn Bhd
- 17 -
18. .
.
RHB Bank Berhad
.
.
.
.
Bin Master Edit .
.
To edit Bin Information click on the “Edit” at the most left of the data grid view
.
table. You will redirect to the Bin Control Master Maintenance page where you
can edit information about the selected Bin.
Below is the Bin Control Master Maintenance page:
Editing can only be
makes on these
active fields.
Editing can only be make in the active field Bin Segment, Location, Product Type
and Max Envelope. Click Save button to save all changes that have been makes.
To block Bin, click on the Block button. Below confirmation message will pop up
to continue or not to continue to block bin.
Pop up confirmation
message.
Sato Auto-ID Malaysia Sdn Bhd
- 18 -
19. .
.
RHB Bank Berhad
.
.
.
.
.
3.2.2 Bin Master Add New
.
Click on Add Button. Browser will auto direct to “Bin Control Master Maintenance” with for add
.
new record.
Click on Add
Button.
When Add button clicked, the page will redirect to below page.
Select Strong
Room.
Fill-in Start Bin Segment with this
format: A21-R05-L02
Insert number of
row and level.
Click add to generate Bin and
Location will be auto filled with
Start Bin Segment.
To add new Bin, Bin must be unique. Bin naming will divide to 3 segments.
Example : A21-R05-L02
Sato Auto-ID Malaysia Sdn Bhd
- 19 -
20. .
.
.
.
.
.
Example view after fill in data.
.
.
.
RHB Bank Berhad
Click Save button to save new Bin list.
Successful message will appear at the top of the page indicated that the process is
completed.
Indicate that the new bin is
successfully added.
Sato Auto-ID Malaysia Sdn Bhd
- 20 -
21. .
.
RHB Bank Berhad
.
.
.
.
If records already exist error message will appear at the top of the page.
.
.
Indicate that the new bin
.
cannot be added because
records already exist in the
system.
3.2.2 Download User
Users can be download to the scanner (BHT300 & BHT8000) so that the users
control are the same as what existed in the web application database with what
existed in the scanner program.
Click on the Download User menu or from the drop down menu select Setting >
Download User
Dropdown menu for Download
User function to scanner.
Sato Auto-ID Malaysia Sdn Bhd
- 21 -
22. .
.
.
.
.
Another way to access into the Download User page.
.
.
.
.
RHB Bank Berhad
Download User
menu.
Below is the Download User page. After connect the scanner to the PC and set the
scanner in the download ready mode, click Button Download.
Scanner must be set using below setting:
- Protocol: BHT Protocol
- Connector Parameter: Transmit Speed: 3800
Parity Bit: N
Data Bit: 8
Stop Bit: 1
Download percentage
indicator.
Click on the download button to start downloading.
Sato Auto-ID Malaysia Sdn Bhd
- 22 -
23. .
.
RHB Bank Berhad
.
.
.
3.3 SE Registration .
3.3.1 SE Registration.
In the main menu, .
select link “SE Registration” to redirect to page SE
Registration.
.
Click SE Registration to
browse to SE Registration
page.
This module will allow user to do New SE registration into DTS. System will pull
envelope and document information from LOADS and update to DTS. System will
auto print Envelope Sequence No based on Bin sorted availability.
Below is the SE Registration page:
Noted: If AANO already have a record in the system, a message will appear to tell that
AANO already registered. System also will tell you if the AANO format is wrong.
Sato Auto-ID Malaysia Sdn Bhd
- 23 -
24. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Require Minimum 5 and
Maximum 11 length.
Above picture show the requirement of the AANO field.
AANO already existed.
Above picture show AANO that is wanted to be registered is existed in the system.
Below picture show the AANO is existed in the system which has been added
manually.
AANO already existed.
If AANO does not exist, user is allowed to register AANO manually.
Sato Auto-ID Malaysia Sdn Bhd
- 24 -
25. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Choose Strong Room,
Product Type and fill
in the Borrower Name
Click Refresh Bin to auto
assign Bin number for
this AANO.
Noted:
1. If System found AANO from LOADS, AANO, Documents Details and AANO
information will display on screen.
2. System is allowed user assign Document Barcode ID to each document as
optional.
3. Once Completed, Envelope barcode will be generated.
4. System allowed register additional document even AANO already registered in the
DTS.
5. If AANO already exist in DTS, system will display the Document List pending for
register.
6. If AANO not found in LOADS, user is required to register manually.
3.3.2 SE Summary Info
To view SE Summary info, Select “Transaction” from drop down main menu,
then click on SE Summary.
Sato Auto-ID Malaysia Sdn Bhd
- 25 -
26. 3.4 Printing
3.4.1 SE Printing
.
.
.
.
.
.
.
.
.
RHB Bank Berhad
3.4.2 Document Barcode Printing
3.4.3 Bin Printing
3.5 Report
Report allow user to view information about below:
1. Check in transaction.
2. Check out transaction.
3. Bin details.
4. Pending check in document.
Sato Auto-ID Malaysia Sdn Bhd
- 26 -
27. 5.
6.
7.
8.
.
.
.
.
.
AANO audit trail.
.
Document on hand.
.
Pending register.AANO and document.
AANO location .
miss match.
RHB Bank Berhad
Below is the main menu where report link is placed:
Click link to
redirect to
desire reports
that you want
to display.
3.5.1 Check in transaction report.
Check in transaction report is to search and display all check in transaction filter by
date and AANO range.
Select “Check In Transaction” from menu. Page will redirect to Check In Transaction
Report.
Fill in all necessary
and then click
“Generate Report.
3.5.2 Check out transaction report.
Check out transaction report is to search and display all check out transaction filter by
date and AANO range.
Sato Auto-ID Malaysia Sdn Bhd
- 27 -
28. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Fill in all necessary
and then click
“Generate Report.
3.5.3 Bin details report.
Bin details report is to produce report regarding all bins number that exist, maximum
capacity of the bin, occupied envelope and the block. Two type of report can be
produce which is in the excel format or pdf format.
Choose report format
from the drop down
menu and click
“Generate Report”
button to generate
report.
Below is the example of the report that is generated.
Sato Auto-ID Malaysia Sdn Bhd
- 28 -
29. .
.
RHB Bank Berhad
.
.
.
3.5.4 Pending check.in document report.
Pending check in document report is to view information about AANO that have been
.
checked out, the current location and the date when does it been checked out.
.
The report is produce by filtering date range.
.
Below is an example report in the pdf format.
3.5.5 AANO audit trail report.
AANO audit trail report is to view a trail report for a specific AANO which will be
filter by the date range.
Sato Auto-ID Malaysia Sdn Bhd
- 29 -
30. .
.
RHB Bank Berhad
.
.
.
Below is an example AANO audit trail report generated in the pdf format.
.
.
.
.
3.5.6 Document on hand report.
3.5.7 Pending register AANO and document report.
3.5.8 Pending check in report.
3.5.9 Pending transfer AANO report.
3.5.10 AANO location missed match report.
Sato Auto-ID Malaysia Sdn Bhd
- 30 -
31. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
3.6 Upload
3.6.1 Transfer
This module will allow system to do location update. The information will
integrate with LOADS to do location update.
Click link Transfer in the
main Menu to navigate
user to the Transfer page.
Next, the browser will redirect to Transfer page.
Sato Auto-ID Malaysia Sdn Bhd
- 31 -
32. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Download percentage bar. This is to
indicate that the download process
is successful or not. The download
process can be cancel by click on
the cancel button.
Click on the “Download”
button to start the download
process from the scanner.
Download in progress.
A successful download process will display data in the table as shown below.
Sato Auto-ID Malaysia Sdn Bhd
- 32 -
33. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Data that
have been
download
from the
scanner.
Save data to the system database by click on the Save button.
A pop up message will
appear saying that the
last records from the table
have been saved.
AANO‟s Location will update accordingly.
3.6.2 Check In
This PC web browser is main function is to check in by document. The transaction
normally performs during requestor return documents.
Sato Auto-ID Malaysia Sdn Bhd
- 33 -
34. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Click link Transfer in the
main Menu to navigate
user to the Transfer
page.
Check In main page.
Next, click on the Download button to download .
Successful downloaded will be display on the table as shown in the picture below.
Sato Auto-ID Malaysia Sdn Bhd
- 34 -
35. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Click Save button to save data in the database.
If there are any AANO with error, it will be display in the table below downloaded
data table.
Sato Auto-ID Malaysia Sdn Bhd
- 35 -
36. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Data successfully insert
into the database.
AANO with error message.
3.6.3 Retrieve Found
The module maintains function is allowed user to upload SE Check In DCS data from
mobile scanner to PC. System will check in document where in LOADS the document
status is Withdrawn Approval and Return Approval. The transaction normally used
when processing return un-request documents.
Next, click on the Download Button.
Sato Auto-ID Malaysia Sdn Bhd
- 36 -
37. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Next, Save data into the database. Click on Save button.
Data in the datagrid format
appear after download from the
scanner.
Successful message.
Sato Auto-ID Malaysia Sdn Bhd
- 37 -
38. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
After click on “Save” button
Successfully or error
message will appear here.
3.7 Change Password
Users are allowed to change their password by click on the change password menu.
Sato Auto-ID Malaysia Sdn Bhd
- 38 -
39. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Click this menu to go to
Change Password page.
Next, browser will redirect to this page where you can enter your new password.
Password must:
9. Use 8 to 15 characters, no spaces, and don't use your name or User ID, and
containing at least an alphabet and one Number.
10. Never use previous password.
Fill in all necessary
information. After that
click save to update your
data. Error will appear if
there is error.
Error will appear at the top if information filled is not valid.
Sato Auto-ID Malaysia Sdn Bhd
- 39 -
40. .
.
.
.
.
.
.
.
.
RHB Bank Berhad
Successfully changing to the new password will have this message and you may click on
the Login to login into the system with your new password.
Sato Auto-ID Malaysia Sdn Bhd
- 40 -