PACS
Installation &
Going Live
User Guide
Human Edge Software Corporation Pty Ltd
Level 1, 280 Coventry St
South Melbourne Vic 3205
Support Centre:
Web: http://support.humanedge.biz/
Tel: 1300 301 931 (calls from Australia) or +61 3 9690 5044
© Human Edge Software Corporation Pty Ltd, Melbourne 2008
Updated March 2008
Modification October 2009
Screen Images from version 5.0.1602
Table of Contents
PACS Installation 4
Overview 4
Install PACS 5
Installation Steps 6
Upgrading PACS 14
Databases 17
Starting with PACS 19
Overview 19
Parish Information 21
Application Setup 22
Forms Setup 23
Printing 1 and Printing 2 24
Payment Methods 26
Giving Funds 27
Parish Name Setup 29
Family Roles 30
Default Account Codes 31
Cheque Numbers 32
Accounting Periods 33
Setting up Security 34
Overview 34
Access Level Groups 35
Assigning Security 37
User Logins 41
General Ledger 43
Overview 43
Chart of Accounts 44
General Ledger Opening Balances 50
Unpresented Cheques 53
Unpresented Receipts 54
First BAS 56
First Bank Reconciliation 57
PACS Installation
Overview
Summary
/ PACS is a flexible and powerful program for parish administration. The program may be installed and run locally on a single computer, on a parish network or may be installed in a hosted environment either at Human Edge or within a diocese or other church regional computer system. This manual describes installation procedures for local and network installation options.After installation a new PACS database may be created and configured using the many optional features of the program to suit the needs of your parish or church. Once a new database has been created you may choose to convert data if your old system is compatible for PACS conversion, or you may choose to enter your data into a blank new database.
After a new database is created you may customize it to your requirements. There are a few necessary and several optional choices to be made.
This first section of the manual deals with your first choice – deciding how to install the program.
Contents
/ This chapter contains the following topics:Topic / See Page
Install PACS / 5
Installation Steps / 6
Upgrading PACS / 14
Databases / 17
Install PACS
Installation
/ Installation files may be downloaded from the PACS website, or installed from the supplied CD.Install from CD
/ The menu on the installation CD gives the option for installing PACS and for installing SQL Server. If you are installing on a network you may already have SQL Server installed during a separate process. Your network administrator will help you decide if server software needs to be installed prior to the PACS installation. If you are installing PACS on a local stand alone computer you will most probably need to install SQL Server unless you have already installed it for use by another program.CD Contents
/ The PACS installation CD contains other utility or installation files that may be required to configure your system to successfully install and operate PACS.Download from Website
/ PACS can be downloaded from www.humanedge.biz/pacs. After purchasing PACS you will be supplied with a password to give you access to download the software.Installation Steps
Introduction
/ PACS can be installed as a local or network installation. If you are installing PACS as a network installation, clients will need to be installed on the computer of each User.Note: You need administrator privileges or access that allows you to create folders to successfully install PACS.
SQL Server 2005
/ Microsoft SQL Server 2005 needs to be available on the network or local computer. The express version is available on the installation CD if your parish does not already have it installed.Local Installation
/ Follow the steps in the table below for a local installation of PACS.Step / Action
1 / Place the CD in the drive. The Human Edge Installation Selection Screen should be displayed. If the screen does not display automatically then:
a) Click the START button on the Taskbar.
b) Select RUN and type the drive letter of your CD drive (e.g. D:\) and Autorun.exe.
c) Click OK
Result: The Human Edge Installation Selection Screen will then be displayed.
2 / The first installation screen will display the Welcome to the Setup Wizard for PACS. Click on NEXT.
Continued on next page
Installation Steps, Continued
Step / Action
3 / The License Agreement is displayed. Please read. If you agree, click on:
I accept the terms in the License Agreement.
Click on Next.
Note: If you do not agree, click on I do not accept the Terms in the License Agreement, and NEXT. The installation will be terminated.
Continued on next page
Installation Steps, Continued
Step / Action
4 / The Setup Type screen is displayed. As this is a local installation, click on Local Install.
Select Next.
5 / The Choose Installation Location form is displayed. Accept the default installation.
Click on Next.
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Installation Steps, Continued
Step / Action
6 / PACS will install.
7 / You will be notified when the installation is complete.
Click on Finish.
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Installation Steps, Continued
Network Installation
/ Follow the steps in the table below for a network installation of PACS.Step / Action
1 / Follow Local Installation steps, to step 4.
2 / The Setup Type screen is displayed. As this is a network installation, click on network Install.
Select Next.
3 / Click on Browse to specify the network drive where PACS is to be installed.
Continued on next page
Installation Steps, Continued
Step / Action
4 / Network Example:
You want to install PACS to a network drive called P:
PACS is to be installed in the folder \HE\PACS
You would select and change the path to be P:\HE\PACS and select OK.
( Alternatively you may wish to install using the UNC Path
eg \\AdminServer\HE\PACS where PACS is a shared folder).
If the drive you have specified is not mapped you will receive a warning message.
If this directory doesn't exist you will be prompted to create the folder.
Select Yes.
5 / Click on Install.
The installation will start.
6 / When complete, click on Finish.
7 / You will now need to put the Client installation on each of the workstations that will be using PACS.
Continued on next page
Installation Steps, Continued
Client Installation
/ The client installation has to be put onto each computer that will be running PACS on the network.Step / Action
1 / On each workstation select on the Task Bar, and to find the network folder you installed PACS to.
The client installation is a file called setup.exe and is in the setup folder under the PACS program area.
Example
If PACS was installed to P:\HE\PACS the client installation of PACS will be P:\HE\PACS\Setup\setup.exe
( Alternatively you can specify the UNC Path
eg \\AdminServer\HE\PACS\Setup\setup.exe where PACS is a shared folder).
2 / The PACS Client Setup Screen is displayed in the main window.
A Welcome form is displayed on the screen. Please read this carefully and if you agree and accept the copyright information then click to continue with the installation.
3 / The Software License Agreement form is displayed on the screen.
This is a standard legal agreement and you must agree to the terms and conditions set out in it to legally use the PACS software.
Click YES to continue with the installation or NO if you do not accept the Terms and Conditions of the Software License Agreement. Selecting NO will cancel the installation process.
Continued on next page
Installation Steps, Continued
Step / Action
4 / The Choose Destination Location form is then displayed.
The default destination folder C:\Program Files\Human Edge\PACS however you can choose any folder location on your system by using the button.
Click Install to continue with the installation.
5 / The software is now installing on the local computer.
6 / When the install is complete, click on Finish.
Upgrading PACS
Introduction
/ Once PACS has been installed, regular upgrades will be released with new features and reports.Downloading the Upgrade
/ When an upgrade has been released, you will be notified by email.You are then required to download the upgrade from www.humanedge.biz/pacs.
You will be supplied with a password giving you access to the upgrade page on the website.
The upgrade can be downloaded, and installed to the same location as the original PACS installation.
Note: If you subscribe to the hosted version of PACS, you will not be required to download upgrades.
Step / Action
1 / Go to www.humanedge.biz/pacs.
Click on Software Upgrades on the left side of the web page.
2 / Complete your Parish details and password.
Click on Submit.
Continued on next page
Upgrading PACS, Continued
Step / Action
3 / The PACS Download page will be displayed.
4 / Click on the PACS download link.
Result: The following form will be displayed.
Continued on next page
Upgrading PACS, Continued
Step / Action
5 / Click on Save.
6 / Specify a location, and click on Save.
Note: Take note of the location you have saved the install file to. You will need to go and run that file to run the installation.
Installing the Upgrade
/ Locate the upgrade install file downloaded in the previous steps.Double click on the file, and follow the steps as per the instructions for Installing PACS on page 6.
Databases
New Database
/ Whether working with converted data, or a fresh database, a new database must be created. Follow the steps in the table below to create a new database.Step / Action
1 / Double click on the PACS icon to launch PACS.
2 / The Create Database form is displayed automatically.
Note: This only occurs until the first database is created.
3 / Select whether you want to create a new or sample database.
To create a NEW, empty database, ensure the following is selected:
Source: (New data)
Target: (New database)
To create a SAMPLE database, ensure the following is selected:
Source: (Sample data)
Target: (New database)
Continued on next page
Databases, Continued
Step / Action
4 / In the New Database section of the form, select:
· Local or
· ShareD
5 / Enter a database name in Profile Name:
Note: The default database name is LIVE.
6 / Select your SQL Server at SERVER:
7 / Click on Create.
Result: PACS may take several minutes to create the new database.
8 / When the database creation is completed, click on Select to open the database.
Converted Databases
/ The steps for converting data from a Sandhurst database or a PDS database will be different.Please see the relevant document for your data conversion.
Local Vs Shared database
/ When you select to create a local or a shared database you are indicating which list is to be updated.Local database / SharedDatabase
The database profileis only addedto the database list on the computer where the database was created. / The database profile is added to the database list for allPACS computers on the network that access the same database list file.
Bothlocal and shared database can be stored on the same sql server, the selection controls which database list is updated.
Starting with PACS
Overview
Introduction
/ Before you start using PACS there are pieces of information that must be entered beforehand. This may be just your basic Parish information, through to your Giving Funds. If you use the General Ledger functions in PACS, it may even include setting up your Chart of Accounts and Creditors.Required Information
/ The following information must be entered or customised for your Parish.Information / Location / Description
Parish / Maintenance4 Setup4Parish tab / Parish name, address and telephone number details.
Family Role / Maintenance4 Setup4general tab
Family Roles button / Family Roles are required to save a member of a family. Examples of family roles are Head, Spouse, Child, or sibling.
Giving / General Ledger4Chart of Accounts / There needs to be a chart of accounts item for the general bank account (even if not using the General ledger). There is a default one set. If you require a different chart of accounts, this can be changed.
Optional Information
/ The following information is optional:Information / Location / Description
Payment methods / Maintenance4 Setup4general tab
Payment Methods button / There are default payment methods in PACS. You only need to create more if more than the defaults are used.
Parish Names / Maintenance4 Setup4general tab
Patish Names button / Parish names and contact details can be entered to aide correspondence.
Default Database / Maintenance4 Setup4 Application tab / The default database is the database that will open by default whenever you open PACS, and will warn you if a different database is opened.
Continued on next page
Overview, Continued
Information / Location / Description
Logins, passwords and security / Maintenance4 Access Levels
Maintenance4 user control
Maintenance4 Setup4General tab
Security Button / Logins and passwords can be created for each user, allowing you to assign them different levels of access in PACS.
User Codes / Maintenance4 user Codes
or
Right click on the drop down list to be customised. / Drop down lists are made up of User Codes, or data items to suit your needs.
Saving Details