PROGRAM LICENSE =============== RepPoc 1.20 is owned and (c)Copyright 1993 by Berthold Daum. All Rights Reserved. This program is shareware. It may be freely distributed (not for resale) only in its original form including this documentation. It may be used freely during a trial period of 3 weeks. After that period you will have to register or you have to cease using the program. For registration details see below. Although RepPoc has been extensively tested, the author shall not be responsible for any loss of any kind due to its use. It is the user's responsibility to establish the suitability of this software for any particular purpose. Registration ============ The registration fee is US$20. Please use the form rpreg.txt and send cheques made payable to an Australian bank, or money orders (no credit cards numbers please) to Berthold Daum 21 Margate St. Beaumaris, Vic. 3193 Australia CompuServe User ID: 100026,3365 You can also use Eurocheques, but please issue them in the currency of your country! Alternatively, you can register via CompuServe. GO SWREG and look for RepPoc V1.0 , registration number 1696 . Registration gives you the following benefits: 1. Unlimited use of RepPoc on any one machine. 2. Free use of all future shareware versions of RepPoc. At present, upgrade versions can only be distributed via electronic networks. 3. Free application support for three month. At present, application support can only be offered via CompuServe and not by mail or telephone. 4. Free detailled user manual in printed form. Allow a few weeks for delivery. 5. Your receive a registration number which enables you to switch off that annoying registration prompts that appear after a certain time. RepPoc Version 1.20 - Release Notes =================================== New functions in version 1.10: - Word for Windows compatibility: (generate mailing lists for Word for Windows) New functions in version 1.20: - Seamless integration of WORD-processor for editing generated forms (for modifications) and of the generated output file (for printing) - The text function "given::" now returns "Madam/Sir" on an empty string. - New formsheet "FAX". Program Description: -------------------- RepPoc is a report writing and mail merging program that is utilizes the PSION WORD and DATA formats. It can be used to create lists, labels, letters, envelops from selected database records. The print layout is controlled by forms created with the WORD application. To create a report you need: a database file (DAT\ folder) a form (WORD document) (REPORT\FORMS\ folder) a output file (WORD document) (WRD\ folder) a search criterion The above file specifications and the search criterion are stored in a report file (REPORT\ folder). This saves you typing if you want to run the same report again and again. When you start the report application, you are first prompted with the name of the DATA file and the search criterion. At this stage you may want to modify this information. All changes will be kept in the report file selected. You can also re-specify the search criterion using the PSION-F function (or the TAB key). This changes will go into the selected report file, too. Searching --------- The search criterion can be complex. It can consist of several conditions. A condition has the following construction: fieldspec operator value or fieldspec value where fieldspec has the following construction: label or label[n] n=1...9 n identifies line number for multiple line fields. or txtfunc::label or txtfunc::label[n] n=1...9 'label' denotes the field of the DATA record, e.g. Name: or Work: (Phone symbols are not written). 'txtfunc' denotes a valid text function (see below). If a field has no label, it is addressed via a dummy label: field#nn with "nn" being the field number (starting from 1 for the first field). Valid operators are: = <> < > <= >= All comparisons are alphanumeric and are not case sensitive: e.g. 3 > 123 but 003 < 123 If no operator is used, the condition is that the field denoted by 'label' has to contain the value (not case sensitive). Values are specified without quotes and can contain blanks. However, they must not contain logical operators and paranthesis as separate tokens. Conditions can be combined with logical operators such as NOT AND OR ( ) Example: work: germany and not ( notes: = no mail or field#5 berlin ) selects german business contacts but excludes the ones with the remark "no mail" or where the second line of the address (field#5) contains "berlin". Search criterions treat multiple line fields (created with Shift-Enter) as a whole. Alternatively to a complex search criteria, you can enter the usual search string, too. The string will be sought in any field of each record. This is the only form of search criterion that can contain wild cards. Only the records matching the search criterion are displayed. You can scroll the records and from record to record in the same way as in the DATA application. You cannot, however, update records. You can use the dialling function, by pressing the dialling key. Printing: --------- Despite of the name of this function, we do not output to a printer. Instead we print into a WORD document. This document can then be opened with the word processor, modified and printed to any appropriate printer. However, this method can create a problem, as the output file can become to large for the disk. If this happens, simply divide your report into parts by modifiying the search criterium. Add, for instance, Name: < m for the first part and Name: >= m for the second part. When the print function is started, you are prompted for the form sheet and the output file. Changes made here will be stored in the current report file. After the output file was created, you have the possibility to invoke the word processor immediately and print you file from there. However, you may want to leave RepPoc first and initiate the printing from a separate task if you run into memory problems. Form sheet ---------- You need a form sheet for printing. RepPoc gives some help to create new form sheets. Use PSION-C to create a new form sheet. The new sheet will contain a title paragraph, a header paragraph (in the case of lists), and a body paragraph. The body paragraph will contain field specification of the current data file enclosed in ® ¯ (left chevron, right chevron). The chevrons can be entered via CNTRL174 and CNTRL175, but it is much more comfortable to generate a form sheet with the PSION-C function and to delete the fields not needed. Field specifications are given in the same way as for search criteria and can contain text function and line numbers. The body paragraphs have slighty different layouts depending on the form type (list, label, letter). For letters, e.g. the body paragraph will start a new page. After you have created a new form, you can edit immediately using the PSION word processor. The word processor will be invoked automatically. When you have done you changes, press PSION-X to return to RepPoc. If you decide to modify after you have left RepPoc, move the highlight under the WORD icon, press TAB, navigate to the REPORT\FORMS folder, move the highlight to the new form and press ENTER. Now you can rearrange the keywords, include some more text or tabs, etc. Apart from the standard style sheets: HA,HB,BT,BL we have included some new style sheets: HL for list header LE for list entry LB for label LT for letter PB for page break (internal) The style sheets HA and HL play an important role during report generation: Label substitution and repetition happens only behind the last HA or HL style paragraph. Everything before that point is treated as title paragraph(s). Empty paragraphs of style PB are inserted automatically at the beginning of each repetition if a form contains at least one LT paragraph after the last HL or HA header. So, letters start always with a new page. Multiple line fields: --------------------- These fields were created in DATA using Shift/Enter. When displayed all lines are displayed. However, during searching or when printed, only the first line is used, unless specified otherwise. You may do so, by specifying Name:[n] n = 1..9 for the n-th line of the Name: field. Text functions: --------------- RepPoc provides some useful text functions. Functions are specified in the following way: function::label or function::label[n] or if they have no argument function:: The following functions are available: given extracts the given name from a name field sur extracts the surname from a name field initial extracts the initial from a name field uc converts to upper case stripb removes trailing and leading blanks country extracts the country name from a phone number and converts it to upper case date Current date, e.g. 1 Nov 1994 This function has no argument sender Senders address for letters, envelops. To be modified by user This function has not argument fillin This function will display the argument on the screen You can overwrite this argument with any string which will appear in the document then. This happens for any record. prompt This function will lets you enter a text string which will appear then. It will only be called for record one. The insertions in the following records will be identical. This function has no argument. A description of these text functions is contained in RPFUNC.DBF (PSION database file) as an online reference. However, you may want to write some custom text function. You do this by adding them to RPFUNC.OPL. Specify all functions as string functions (with $-suffix). Then translate RPFUNC.OPL and move RPFUNC.OPA from \APP\ to \APP\REPPOC\ . You will have to restart RepPoc to activate the changes. It is a good idea to document all changes in RPFUNC.DBF. Standard forms: --------------- We have already included some standard forms: PHONES.WRD landscape format phone list LETTER.WRD standard letterhead FAX.WRD FAX cover sheet ENVELOP.WRD DL1 envelop LABEL.WRD address labels You may want to modify these forms according to your requirements and the printer you use. Sorting: -------- After pressing PSION-S (sort function) you can specify up to 2 sort fields (full fieldspec possible including text functions) and the sort direction (ascending/descending). Note, that not the whole file but only the selected records are sorted. Although we have implemented QuickSort, it can take a while to sort depending on the size of the selection set and how the records are preordered. You may then view or print the records in sorted order. You can interrupt the sort process by pressing any key. Marking: -------- During viewing, you may mark the selected records be pressing PSION-M or Shift/Enter. When you print, you have the option to print only the records marked. The mark symbol is shown in the top right corner of the screen. Limitations: ------------ RepPoc does only process the first 32,000 records of a file. The number of records selected must not exceed 256. If this happens, use the search criterion, to split your report. MS Word compatability: ---------------------- When you create a new form sheet (PSION-C) you may select WordDataFile. This will generate a list format form sheet, not containing any blanks and replacing all special characters in field names in the header line with underscore. Field merge entries are set between double quotes; so each later data entry will be surrounded by double quotes to avoid problems with comma. The title entry is supressed. You may then modify this form sheet to your reqirements using the WORD processor. Then you use REPPOC to generate a list document from this form sheet. Read the resulting document with the WORD processor and store it as ASCII text file to your PC (Save as, text). You may do this directly when MCLINK is active or first store it locally and transfer it later with MCLINK. On the PC you use the resulting file as DATA file in the usual way: With Word for Windows for instance, create a new document, then choose Print merge, attach the file as DATA file. Then use the insert_merge_field button to create field entries in the master document. The advantage of this approach compared to direct mail generation from the PSION computer is that you can include graphics like logos into your letterheads and envelopes. Installation: ============= You may want to use the MCLINK command file RPINSTAL. First change the drive letters to your requirements, then call under MCLINK "@RPINSTAL". Now change the module RPFUNC in the OPL library to your requirements. In any case replace the address found in the procedure SENDER$: by your address. This text functions is used in letter forms and envelops to insert the sender address. After you have made the changes, translate the module and move the resulting module RPFUNC.OPA from M:\APP\ to A:\APP\REPPOC\ (assuming REPPOC is installed on drive A). Make a backup copy of the source module. Then install RepPoc via PSION-I. The following modules are shared with other applications: dialset.opa with HyperPoc about.opa with HyperPoc and ProPoc If you already have these modules installed you may want to remove the appropriate lines from RPINSTAL. Reports reside in folder \REPORT and have the suffix .RPT. Contents of this disc: Notes for Macintosh users: All files listed below must be unzipped as binary files. Use Zipit to do so. Available in Compuserve GO PALMTOP. Modules: reppoc.opa, rpfunc.opa, dialset.opa, about.opa, form.tmp Forms: phones.wrd, letter.wrd, envelop.wrd, label.wrd, fax.wrd Reports: phonlist.rpt Sources: rpfunc.opl Docu: readme.txt, rpinstal, rpreg.txt, rpfunc.dbf Requirements: The system requires about 22k of disk space. The forms require about 5k of disk space. When active, the system requires about 17k of main memory. We recommend to install the system on flash SSD, the REPORT folder on the internal disk. Other products -------------- HyperPoc is a card oriented hypertext an hypermedia system. Cards are organised in stacks (files). Cards may be superimposed with backgrounds. Cards and backgrounds can contain a variety of objects, such as: application, bitmap (animated), card link, clock, expainer, hotTab, icon (animated), keyword, music, phone number, polyline, rectangle, text. Functions include: Invocation of Series 3 applications, several navigation functions, phone dialling, alarms, stopwatch. Comes with 30 icons and 20 tunes. Shareware. A good complementing product for HyperPoc is PicPoc. PicPoc is a fully fledged paint program. It allows to create icons and bitmaps up to a size of 640x400 pixels. It includes the usual tools including spray and fill patterns (even custom fill patterns). Freeware. Another complementing product is MusiPoc. MusiPoc is a graphical editor for musical tunes of up to 255 notes and rests. It comes with an OPL-subprogram to play tunes from your own application or program and includes more than 20 predefined tunes. Freeware. SimPoc is a spreadsheet application for the Series 3 computer. It can print, displays business graphics, and scrolls fast. It is possible to call OPL-programs from formulas and formulas from OPL-programs. Although it includes such nifty things like lazy evaluation and result cache it comes as freeware. The new version features column and row freeze, variable column width and automatic formula detection. ProPoc is a project planner. It can handle multiple projects, activities, milestones, and resource sharing. It determines start and end dates, critical activities and milestones, graphic display, ASCII and semi graphical printing, Alarms, imbedded documents, holidays. Cost evaluation. Shareware