Manuals for my company inside Navision's Help Topics

ataras

I want to start writing manuals for my company, and i want to put them inside Navision's Help Topics. Does anyone know how?
I have Navision Attain 3.01b

Arhontis

Hi,

Have you tried enabling the Company Notes functionality?

I have tried it in nav 3.70 once and seemed to work ok...

Open the on-line help and search for company notes (in english).

If your version doesn't support it then to enable your custom online help is more tricky. You must rebuild the help project...

There is a bunch of docs in MS partner source about that issue. Whould you like me to provide you with some links to that?

Savatage

Activating Company Notes

Navision Attain contains a Company Notes feature. This feature allows you to write notes that are related to individual topics in the online Help. You must activate the Company Notes feature before you can write any notes.

When you install Navision Attain, the Company Notes feature is installed but not activated. To activate the Company Notes feature, a system administrator must complete a series of steps, which are described later in this topic.

Note
When Navision Attain starts up, it reads the information that has been entered in the Company Notes Setup window. To open this window, click General Ledger, Setup, Company Notes Setup. The Company Notes feature will only be activated if this information is correct. When Navision Attain starts up, it checks whether or not the user is allowed to write files to the shared folder that is used to store the company notes. The user will only see the links for writing company notes in Help topics if they have write access to the shared folder.

Because this information is checked when Navision Attain starts up, any changes that are made to the values in the window or to the folder access rights will only take effect after you restart Navision Attain.

To activate the Company Notes feature, a system administrator must complete the following tasks:

Creating the Folders on a Server
To activate Company Notes, you must create a folder on the server where the notes will be stored and grant specific access rights to the different user roles. The steps required to implement this vary depending on the server's operating system. However, the objective is always the same; to give the appropriate users read and write access to this folder.

The following are the instructions for setting up these access rights on Windows NT 4.0 and Windows 2000.

If you use a different server operating system, you must implement the access rights according to the following general guidelines:

Create a folder on the server and share it. This makes the folder accessible with a UNC path (\\servername\foldername\). Call this folder, for example, CompanyNotesShare.

Grant all the users read access to this folder.

Inside the shared folder create a subfolder. This will be used to store your company notes. Call this folder, for example, CompanyNotesFolder.

Create a user group called NoteReader and allow the members of this group to read any files in this subfolder.

Create a user group called NoteWriter and allow the members of this group one of two sets of rights:

Create, edit and delete any files in the subfolder.

or

Create new files, but only edit and delete their own files.

After you have created these folders you can activate the Company Notes feature in Navision Attain.

To Activate Company Notes:
Start Navision Attain and click General Ledger, Setup, Company Notes Setup.

In the Company Notes Path field, enter the path to the folder containing your company notes. The path must have the this format: \\<servername>\CompanyNotesShare\CompanyNotesFolder\

In the Company Note Heading field, enter the heading that will be shown at the top of every company note.

You should pick a name that is easy for users to recognize. Make sure that your notes provide information that is specific to your company and not generic information about any Navision Attain installation. Including your company's name in the heading indicates this, for example "Cronus Notes."

The heading should also indicate to the users the type of information you wish to convey with your company notes. If you want to communicate only approved company policies, you could use a heading like "Cronus Policies." If you want to communicate tips and tricks, you could use a heading like "Cronus Tips and Tricks."

In the Write Link Text field, enter the text that will be used as the link for writing a new note.

Users that have write access will see this link in the Help topics. The link for writing a note is only shown if no note exists. If the Company Notes heading is "Cronus Notes," then the link for writing a note could read: "Write a New Cronus Note."

In the Edit Link Text field, enter the text that will be used as the link for editing an existing note. Make this text singular as it refers to a single note.

This link should match the heading of the company notes to indicate what the users will be editing. The link for editing an existing note is shown immediately below the note. If the heading of the note is "Cronus Notes," then the link for editing the note could be: "Edit Cronus Note."

When users choose to write a new company note, they are presented with a copy of a template that they must use to write their note. You must copy this template from the Navision Attain product CD to the folder that you have created for your company notes.

On the Navision Attain CD, click CD Index, Company Notes.

In the window that opens, click Browse and navigate to CompanyNotesFolder on the server. Click Unzip.

The Company Notes feature is now activated. When users with write access open a Help topic, they will see a link for writing a company note.

ataras

Arhontis wrote:

Hi,

Have you tried enabling the Company Notes functionality?

I have tried it in nav 3.70 once and seemed to work ok...

Open the on-line help and search for company notes (in english).

If your version doesn't support it then to enable your custom online help is more tricky. You must rebuild the help project...

There is a bunch of docs in MS partner source about that issue. Whould you like me to provide you with some links to that?

Yes, i would be gratefull !!