Download the fully functional software and use this Tutorial to learn how the software can be used in your business.
Caliach Vision ERP Getting Started Tutorial
Caliach Vision is an easy to use and implement business software tool for managing a manufacturing or other process business. However, on the face of it ERP software such as Caliach Vision can appear very intimidating to the uninitiated. We aim to break down that barrier through this Tutorial and provide you with sufficient confidence in its use to assess the programs benefits in your application. A full working version of Caliach Vision can be downloaded and should be installed before using this Tutorial. The demonstration software is a running edition of the program which is limited in the extent of data stored but otherwise fully functional.
About this Tutorial
Step by step this tutorial will guide you through a process of familiarisation with the Caliach Vision program. It is designed to be read in parallel with you using the demonstration software, so your fist step is to download the software. Alternatively, you can obtain the demonstration on CD and install it from there. For more information about the demo see our FAQ.
Caliach Vision is a generic ERP application, which means that is not industry-specific. You can see from our User List that many industry types are successfully using the software. The demonstration, which will illustrate this tutorial, comes with a set of Training Data associated with electronics manufacture. However, all the processes described have parallels in virtually all other manufacturing businesses, the data simply describes different things. You should also not be too concerned that the language used is unfamiliar. Different industries and regions use different words to describe essentially the same thing. A Work Order can be a Production Job, a Batch Order, a Factory Loading, etc.
Throughout the tutorial we have added links to the online help system. These are indicated with a ? beside the relevant topic mentioned. This help is also available from within the program under Help -- Vision Help Topics.
Finally, before we get going, it should be clear that this tutorial is not a substitute for proper training by a professional. This is a familiarisation tutorial, designed to help you in your decisions over acquiring a suitable ERP solution for your business. Once you have done so, you will have past the familiarisation stage and will probably benefit from professional training beyond the scope of this tutorial.
Caliach Vision is available for Microsoft Windows, Apple Macintosh and Linux operating systems. The appearance may be slightly different and for the purposes of this tutorial all illustrations will be MS Windows.
Having downloaded the demonstration software or acquired the CD, run the installation software as with any other program for your platform. You will be guided through the process with on-screen instructions. This does not apply to Linux for which and Install.txt file is provided which gives instructions.
Having installed the software, at least on Windows, you will have a shortcut icon on your desktop from which to launch the program. Without your intervention during installation all program files are placed in a C:\VisionDemo folder (for Macintosh it will be HardDrive:Applications:Caliach Vision Demo and for Linux it will be /usr/local/visiondemo/).
With installation complete, you are now able to run the program. With Windows simply double-click on the Caliach Vision Demo desktop icon. With Macintosh, navigate into the HardDrive:Applications:Caliach Vision Demo directory and double-click on the Caliach Vision Demo.app file. With Linux, click on the desktop icon described in the Install.txt notes.
When first started, you may then be asked to select a datafile. Typically, with Windows this will not happen, but with Macintosh it definitely will as the path to the datafile is not standard. Once you have located the datafile, the program will remember where it is so future launches will lead to automatic attachment. However, on this first run you will need to navigate into: C:\VisionDemo\Data\TrainingData.df1 for Windows, HardDrive:Applications:Caliach Vision Demo:Data:TrainingData.df1 for Macintosh, or /usr/local/visiondemo/Data/TraingData.df1 for Linux.
Select the file TrainingData.df1 (NOT TrainingData.kwd or TrainingData.lkf if either of these are visible). Having confirmed your selection the program will proceed to the login stage.
It is possible for you to create your own data file and populate it with your own data. However, when creating a new data file, before you can usefully use it, it is necessary to initialise base records for a number of control files such as countries, index codes, calendars, etc.. Once you have been through this tutorial you may be in a position to try this.
Logging into Training Data
When you have successfully attached to a datafile, you will enter the Login procedure ?. Under normal working circumstances you would enter a personal User Identifier (typically your initials) followed by your own password. You would then obtain your user settings including access privileges to the program's functionality. However, with the demonstration datafile you should type in the user identifier of SYS and leave the password blank (see Fig. 1.2). We will use SYS, or System Manager, as this user has privileges to all functional areas of the program.
After entering SYS press the Enter key or click on the Login button. Again, because it is a demonstration program, you will be presented with a window which will list the record limitations of the program an the current status of the datafile ?.
Note that as you go on using the datafile and building up records there will be a point at which you will not be able to re-enter it. If you exceed the limits of the demo, your only option is to recover the original datafile (by re-installing the demo, if you haven't made a copy).
There is a further restriction that you may encounter. The underlying software is Omnis Studio and this program will have a time-restricted license. This is usually of no importance as it is far in the future. However, if you have obtained a very old CD you may encounter this (the current V3.00 release expires after December 2008). To resolve this, contact Caliach for a newer version of the demonstration software.
After the Demonstration Edition window opens, proceed with the login by pressing the Enter key or clicking on the OK button.
The system will proceed to load your settings and privileges and initialise the program. During this process you may receive a number of messages. One in particular is important to this tutorial. Because dates are important to a scheduling program such as Caliach Vision, for the demonstration only, a mechanism has been provided to bring dates up to date so that the scheduling can be realistic. You will receive a message similar to that in Fig. 1.4.
For the time being click on the Yes button to bring the dates in the datafile as close to current as possible. Note that the No button has an enhanced border. This indicates that pressing the Enter key will activate it. This is standard practice in the program where a user response is called for, the default or safe response can be made with a press of the Enter key. The system works by looking first at the last date on a number of common audit files, and where it finds that the last entry is at least 7 days old, it offers to advance the dates in increments of 7 days. So if you process data regularly you will not see this message again. However, if you don't use the demo for more than a week, you will be offered this advance message when you return to using the demo program.
After advancing dates, the login will proceed and when complete, you will be presented with the About Caliach window which provides information on the licenses and status of systems. If you then click on it, or wait for a few seconds the Navigator window ? will replace it and the login process will be complete. At this point you fully arrived in the Caliach Vision program and have access to all its functions.
The Navigator is one mechanism that you can use to access Caliach Vision functionality. It is an interface that can be customised for each user to provide them with a simple way of navigating through their daily activity. However, the primary way of activating Caliach Vision functions is by using the main menu bar at the top of the screen. File, Edit, Reports, Masters, Process, Ledgers, ScratchPads, User, Help and Windows will be its initial contents.
You will see that immediately below the menu (shown at the top in Fig. 1.5) there is a taskbar with a button for each open window. The taskbar is used to conveniently switch between open windows and can optionally be placed at the bottom of the screen or switched off as a user setting. Below that is a toolbar, which we refer to as the Task Toolbar and will discuss later.
However, it is now time to move on the the next tutorial page. Click on the Next link below.