Contents
Installing Employee Scheduler
Getting started
Using Employee Scheduler
Working with Employee Scheduler Data
Configuring Employee Scheduler
Frequently Asked Questions
Purchase Information
Feedback and Technical Support
License Information
Other CyberMatrix Software
Copyright © CyberMatrix® Corporation, Inc. 2005-2011. All rights reserved.
Installing Employee Scheduler
There are three ways Employee Scheduler can be installed:
On a single user's machine.
On a shared network location where the program and data is accessed by all users.
On every user's machine with only the data stored on the network.
Note: if installing this software for use by multiple people, all people must have read/write access to the Data folder on the shared drive.
Installing Employee Scheduler on a single user's machine or a fully shared network location
Use the setup program to make the initial install on a local drive for a single-user. When prompted for an installation type, choose the first option, Standard. The data will be stored in the shared documents\CyberMatrix\EmployeeScheduler folder. E.g. C:\Users\Public\Documents\CyberMatrix\EmployeeScheduler on Windows Vista/7/8 or C:\Documents and Settings\All Users\Application Data\CyberMatrix\EmployeeScheduler on XP. If you want to use a data folder in another location, you should choose the Client Only option when at the installation type selection screen. Otherwise, you will have to change the Data Path setting in the configuration screen. The DataPath setting is stored in a text file called EmployeeScheduler.Ini. This file can be found in the shared documents\CyberMatrix folder. E.g. C:\Users\Public\Documents\CyberMatrix\EmployeeScheduler.Ini.
Installing Employee Scheduler on one or more machines with network-shared data
There are two ways Employee Scheduler can be installed in order to share data with multiple people: fully-shared and shared-data-only. In a fully-shared setup the program and all data are installed on a shared network location. Users will use icons to access the software. To tell the program where the shared data is located you will need to either:
1) Enter the data path when you see the file missing message after trying to run the software on each client or
2) Copy over a EmployeeScheduler.Ini file containing the DataPath setting to each client's C:\Users\Public\Documents\CyberMatrix\ folder or
3) Install the shared data folder in a folder called "Data" off the shared program folder. That is, if you installed Employee Scheduler into a folder called I:\Shared\ES, just install the data to I:\Shared\ES\Data.
In a shared-data-only setup, just the data resides on a shared network location. The software and other support files reside on the user's own computer. Installing Employee Scheduler in this way will generally be faster since the program executable will not always be pulled down through the network. However, installation and applying updates will involve significantly more work.
To install only the data on the network and install Employee Scheduler on one or machines with network-shared data do the following:
Run the setup program on a single machine.
Choose the Data Only option when at the installation type selection screen.
After installing the data, run the setup program again to install Employee Scheduler on all the machines that need to use the software. If you are sharing the entire application on the network just install to this machine.
Choose the Client Only option when at the installation type selection screen.
At the "Enter Network Data Location" prompt screen, enter the network data folder location where you installed the data previously.
Setting up the User's Workstations
In a fully shared multi-user setup, the Employee Scheduler program files and data will reside in a common directory on the network. You will need to manually setup icons for your users.
Getting Started
Ways Employee Scheduler Can be Used
There are two ways Employee Scheduler can be used. Employee Scheduler can be used to automatically schedule employees or to manually schedule employees. Employee Scheduler can handle the automatic scheduling of most employee scheduling situations. For situations Employee Scheduler cannot optimally automatically schedule, manual scheduling can be used to tweak the schedule.
Entering Data
The first step in using Employee Scheduler is to enter your data. Your data will include information about your employees, shifts and schedules. When you first use the program, there should be some sample data. Once you have finished experimenting with this data you should erase it and enter your own data. Data is erased and added in the Data Manager screen. See the Data Manager link for more details on deleting old data and entering new data.
Entering Employee Data
The first step is to enter data for all your employees. Employee data is entered in the Employees table using the Data Manager. If you plan to use the automatic scheduling feature, you do not need to enter Scheduled Employees data, as it will be automatically created for you. In order for Automatic scheduling to work the Employees Available table must be populated to reflect exactly when your employees are available to work.
Shifts
Shifts are the specific time periods the work day can be divided up into. For example, a department store may have a morning, afternoon and evening shift.
Schedules
Schedules are the different ways employees can be assigned to shifts. In a department store for example, most employees might use the same shifts. The pharmacy department may use completely different shifts with different time periods though.
Categories
Categories are used to group employees into different types. In a department store you could have managers, cashiers and cleaning staff for example.
Related topics: Using Employee Scheduler, Viewing and Editing Table Data
Using Employee Scheduler
Getting to Know the Main Screen
Auto Scheduling Employees
Adding Schedule Exceptions
Using the Time Clock
Automatic Shift Rotation
Color coding the schedule
Working with Employee Scheduler Data
Configuring Employee Scheduler
Printing Reports
Custom Reporting
Getting to Know the Main Screen
On running the program, the following screen will appear.
The Employee Scheduler main screen consists of the menu bar, the tool bar, scheduler view and the status bar.
The menu bar
The menu bar has four sections: File, View, Tools and Help.
The File section
The File section contains the following functions:
Log out - Logs you out of the system and then brings up the log in dialog that allows someone else to log in to the system. See also: Using the Security Features
Change Password - Brings up the change password dialog that allows you to change your login password.
Exit - Closes Employee Scheduler.
The View section
The View section contains the following functions:
Reports - Brings up the Time Reporting screen where several different reports may be viewed. See also: Reporting
Print Schedule - Sends the current schedule to the selected printer.
Schedule HTML Report - Shows the current schedule in HTML format. This feature cannot be used for monthly views.
Messages - Brings up the Messaging screen where all messages for the current employee can be seen. See also: Messaging
Weekly View - Changes the schedule view to show the week's schedule for the selected person.
People View - Changes the schedule view to show the schedules of all people on the selected day.
People Week View - Changes the schedule view to show the schedule of all people for the current week.
Monthly View - Changes the schedule view to show all the month's schedule for the selected person.
Refresh Schedule - Refreshes the current schedule with the most recent data from the database.
The Tools section
The Tools section contains the following functions:
Data Manager - Brings up the Data Manager screen. The Data Manager is used to manipulate the data used in Employee Scheduler. See also: Employee Scheduler data
Options - Brings up the configuration screen. The configuration screens allows you to customize Employee Scheduler to a certain extent by changing several different program options. See also: Configuring Employee Scheduler
Assign Employees to Schedule - Automatically assigns employees to the best possible schedule. See also: Auto Scheduling Employees
Manage Employee Availability - Brings up a screen to manage employee availability records. See also: Manage Employee Availability
Manage Employee Locations - Brings up a screen to manage employee location records. See also: Manage Employee Locations
Manage Employee Requirements - Brings up a screen to manage employee requirements records. See also: Manage Employee Requirements
Manage Location Requirements - Brings up a screen to manage location requirements records. See also: Manage Location Requirements
Send Message - Brings up the Message screen that allows you to send a personal message to another employee. This menu item will be grayed out if security has not been enabled. See also: Messaging
The toolbar
The toolbar has two parts. The top part consists of several buttons. These buttons perform essential functions of the Pro Schedule program. These essential functions can also be found on the menu.
The bottom part of the toolbar contains two filter fields: Person and Date. Click the down arrow to the right to show a list of available people. Upon selecting a different person, the schedule will update to show all work periods for that person on the listed day. The Date filter changes the work schedule date. Click the down arrow to the right to bring up a small calendar. Upon selecting a different date, the schedule will update to show all work periods on the selected date for the listed person.
The scheduler view
The scheduler view shows all the scheduled employees for the current view. Regularly scheduled employees will be identified by an S in the schedule item text. Scheduled exceptions can be identified by an E. Work periods can be moved around the schedule view by clicking on the employee's work period and then dragging the work period to another day time or employee. A work period can be deleted by right clicking on the work period and choosing Delete work period from the pop-up menu.
Auto Scheduling Employees
The auto-schedule feature automatically generates an optimal schedule for all employees.
At this time, Employee Scheduler can handle the automatic scheduling of most common workplace situations. For situations it cannot optimally automatically schedule, manual scheduling can be used to tweak the schedule.
Before you can auto schedule employees you first need to setup all your employee, shift and schedule data. Make sure each employee is assigned the minimum and maximum hours they can work in a shift. Make sure each schedule record is assigned the category of employee needed for that schedule. Each employee you want to schedule must also have an Employee Available record entered. Data is setup in the Data Manager. To auto schedule employees choose File | Assign Employees to Schedule from the main menu.
Note that the auto schedule feature does not work well when there are two or more different repeating schedules an employee could work on in any one week.
If there are any errors found during the auto scheduling process a dialog will appear listing those errors.
Locations and Requirements
The auto scheduling will take into account locations and any requirements but entering this information is not mandatory. Employees can be assigned to only certain locations. Requirements can be setup such as, no males can work at a specific location or employee must be able to lift 50+ pounds. These requirements can be assigned to employees and locations to ensure an ideal match during auto-scheduling.
See also: Getting Started, Data Manager
Manage Employee Availability
To manage employee availability choose Tools | Manage Employee Availability from the main screen menu. The following screen will appear:
This screen will allow you to view days, times and day ranges employees are available. You can also use this form to add or edit employee availability information. To view the availability records for a employee, select the employee from the employee pull-down list. All the availability records for the employee will appear in the grid at the bottom of the screen. Double click a record to show its details in the fields. To edit information on the currently listed availability record press the Edit button. The fields will now allow changes to them and the Save button will become enabled. After making your changes press the Save button. To add a new availability record for the current employee, press the New button. All the fields will become blank allowing you to enter new information. When you are finished entering information press the Save button to add the new record. To delete the current record click the Delete button.
Fields Explained
The Day field indicates the day the employee is available. Sunday is 1, Monday is 2, ... and Saturday is 7. To make an employee available every day leave the Day field blank. To make a employee available all day long just enter a value for the Day field and leave the From and To fields blank. To make a employee available for a time period every day, leave the Day field blank and enter values for the TimeFrom and TimeTo fields. To make a employee available for a range of days, leave the Day, TimeFrom and TimeTo fields blank and enter date values in the DateFrom and DateTo fields. The Clear record on new checkbox if checked causes all fields to be cleared when pressing the New button. When entering records for a large number of employees you may want to turn this off to save time.
Security
Note that when security is enabled only administrators can access this screen.
Manage Employee Locations
In Employee Schedule, employees can be assigned to specific locations.
To assign locations to employees select Tools | Manage Employee Locations from the main menu. The following screen will appear:
All employees will be listed in a treeview on the left. All locations will be listed on the right. To assign locations to an employee, simply select the desired locations and drag them over to the employee. Multiple locations can be selected by using the Ctrl and Shift keys. When locations have been dropped onto an employee they will show as sub items underneath that employee.
Note that changes are made in real time. You cannot cancel employee location assignments you have made.
Security
Note that when security is enabled only managers can access this screen.
Manage Employee Requirements
In Employee Schedule, employees can be identified as possessing specific requirements.
To assign requirements to employees select Tools | Manage Employee Requirements from the main menu. The following screen will appear:
All employees will be listed in a treeview on the left. All requirements will be listed on the right. To assign requirements to an employee, simply select the desired requirements and drag them over to the employee. Multiple requirements can be selected by using the Ctrl and Shift keys. When requirements have been dropped onto an employee they will show as sub items underneath that employee.
Note that changes are made in real time. You cannot cancel employee requirement assignments you have made.
Security
Note that when security is enabled only managers can access this screen.
Manage Location Requirements
In Employee Schedule, requirements can be assigned to specific locations.
To assign requirements to locations select Tools | Manage Location Requirements from the main menu. The following screen will appear:
All locations will be listed in a treeview on the left. All requirements will be listed on the right. To assign requirements to an location, simply select the desired requirements and drag them over to the location. Multiple requirements can be selected by using the Ctrl and Shift keys. When requirements have been dropped onto an location they will show as sub items underneath that location.
Note that changes are made in real time. You cannot cancel requirement location assignments you have made.
Security
Note that when security is enabled only managers can access this screen.
Printing Reports
This software has several reporting features. Visit the links below to find out more about them.
Getting to know the Reporting Screen
Exporting reports to different formats
Customizing reports
Getting to Know the Reporting Screen
The Report Selector screen allows the viewing of several different time data reports.
To access the Report Selector select View | Reports from the main screen menu. The following screen will pop up:
The reporting screen consists of a menu, the report selector and the filters. See below for a description of each section.
Menu
The menu consists of three parts: File, Custom Reports and Help.
File
Print Setup - Brings up a print setup dialog so you can change printer options such as the printer used.
Print - Sends the current report to the printer.
Print Preview - Sends the current report to the screen so you can check it before printing.
Close - Closes the reporting screen and returns to the main screen.
Custom Reports
New Reports - Brings up the custom report designer allowing you to create a new report.
Edit Report - Show the report selector dialog to allow you to choose a report to edit in the custom report designer.
Print Report - Show the report selector dialog to allow you to print a custom report.
Preview Report - Show the report selector dialog to allow you to print preview a custom report.
The Report Selector
The report selector allows you to select a report to view. It consists of several reports organized into a tree structure. Click on the report you wish and then choose either the Print Preview or Print button. You can open a report folder by double clicking the folder name or by clicking the + icon to the left of the folder name. The Print Preview button will show you how the report will look before you send it to the printer.
Filters
The report filters allow you to limit the amount of data seen on the reports. See below for a description of the different filters.
Date Filter
Used to limit reports to a user-defined time period. The time period defaults to the current week but can be changed to any time period.
Employee filter
Select an employee to show only time charged to that employee.
Exporting Reports to Different Formats
The reports in this software can be exported to several different formats:
Report file
Adobe Acrobat PDF File - can be viewed by Adobe Acrobat.
HTML File - can be viewed in web browsers.
Excel Table File (OLE) - can be viewed in Microsoft Excel.
Excel Table File (XML) - can be viewed in Microsoft Excel.
RTF (Rich Text Format) - can be viewed in most word processors like Word.
Text File - can be viewed in and text editor.
CSV File - can be viewed in spreadsheet programs like Excel.
Email - can be sent out in an email.
To export a report first preview by selecting File | Print Preview from the menu. When the report comes up on the screen click on the export icon to the right of the floppy disk icon on the toolbar. A list of report formats will appear. Click on the desired format. A Export dialog will appear. Press OK. Type in the desired file name and choose the file type you would like the report exported to. Then press the Save button.
Customizing Reports
This software comes with a powerful report designer feature. With the report designer, you can create your own unique reports or edit existing ones.
Editing an Existing Report
The easiest way to create a new report is to edit an existing one. This software comes with several pre-built reports. To edit one of these select Custom Reports | Edit from the Report Selector menu. A file select dialog will pop up allowing you to choose a report. After selecting a report, the report designer will appear. In the report designer you can add graphics and text to the report or even move fields around or add new ones. See the report designer help file for more details. To add new fields you will need to modify the SQL variable to include those fields. The SQL variable is explained below.
Adding new fields to reports
To add new fields to a report all you need to do is modify the report SQL to include the two fields and then add the two field boxes to the report.
Modifying the SQL variable:
First start the report designer by editing a report as explained above. Now modify the SQL variable to include the new fields. From the menu choose Report | Variables. Click on the SQL variable. You will see the existing report SQL. Add the new fields to the end of the SELECT clause. Click OK to save the changed variable.
Now add the new fields to the report:
See the Creating Reports section below on how to add the new fields to the report.
Creating Reports
There are several steps to create your own reports.
First, create the report:
Start the report designer by selecting Custom Reports | New from the Report Selector menu.
Next assign the datasets
Datasets are assigned in the Data tab to the right. Double click where it says No data available. In the selection dialog check frxDBDataset1. You will see the available data fields appear.
Now create the SQL variable:
From the menu choose Report | Variables.
Click on the New Category button (the button with a glinting yellow folder icon). This will create a new category.
Name the category something like ReportVariables.
Click the New Variable button (the glinting fx button).
Call the new variable SQL.
In the Expression box, enter your SQL query. For example: SELECT * FROM EmployeeTime.
Click OK to save the new variable.
Note that the existing template.fr3 report has this step completed for you already.
Now add bands to the report:
Click on the Insert Band button (the button with the three squares and plus sign).
A list of band types will appear.
Click on Report Title, Page Header, Master Data (select the frxDataset1 Dataset) and Page Footer bands.
Now add fields to the report:
In the Data tab to the right select the fields of the query you want to see on your report and drag them onto the Master Detail band positioning them where you want them. The Master Detail band is the long rectangle in the middle of the report with the blue heading.
Note that the fields available may not match what you have added to the SQL variable. If that is the case you will have to save the report (if you haven't already), close the report designer and reopen it. This will update the query to use the SQL the report is based on.
Now add field labels to the report:
Click on the Text Object button (the button with the ab on it).
No click on the Page Header band where you want the first field caption to appear.
A dialog will pop up allowing you to type the text for the field label. Type the text and press the green check mark to save.
Repeat this for all other field labels.
Your report should now work. Save the report. Press the Close button to return to the Reporting Screen. Choose Custom Reports | Preview Report from the menu. Select your new report and press OK to see what your report will look like when printed.
Note that choosing File | Preview from the report designer menu may not work depending on what fields you've added to the report. To get the report to preview correctly from the report designer you will need to save the report (if you haven't already), close the report designer and the preview the report from the report selector screen. This will update the query to use the SQL the report is based on.
Other Variables
There is one other variable that you can use to make special reports. If you want to create a timesheet report you must create and set the Timesheet variable. This variable is created the same way the SQL variable is created. For timesheet reports, you must set the Timesheet variable to 'true'.
Report Functions
There are several report functions that can be used to format data and output special values.
WeekDayName() - outputs the day of the week for a date field.
FormatTime() - formats a time field based on your system time format.
FormatDate() - formats a date field based on your system date format.
FormatCurr() - formats decimal numbers based on your system currency format.
FormatDec() - formats decimal numbers based on your system currency format.
Here is an example as to how to use these functions in a report memo field:
[FormatDec(Sum(StrToFloat(<frxDBDataset1."Total">)))]
Additional Help
See the UserManual-en.pdf help file for more details on report design (choose Help | Report Designer from the Reporting Screen menu).
Messaging
The messaging system allows employees to view messages sent to them. After logging in if there are any unread message the following screen will appear:
The messages will appear in the message grid at the bottom with the earliest unread messages on the top. To view a message just double click on it. The message detail will then show in the top of the screen. If the message was unread it will now have been set to read.
Periodically the software will check to see if a shift is open but there is no one available to cover the shift. If so a message is sent to the schedule supervisor
If a Manager assigns a task to an employee, that employee will recieve a message about the task.
Sending Messages
To send a message to an employee or category of employees choose Tools | Send Message from the main menu. The following screen will appear:
Using the Time Clock
When the Use Time Clock option is set the software can be used as an employee time clock by ordinary employees. When the software is restarted a login screen will appear allowing an employee to login:
When an employee successfully logs in the Time Clock screen will appear:
In this screen the employee can punch in, if they have not yet punched in for this day, or punch out if they have already punched in previously. The employee punched in and out by clicking on the appropriate button. When a button is pressed the time is recorded and the login screen appears ready for the next employee to punch in.
Automatic Shift Rotation
Employee Scheduler can be set to automatically rotate your shifts. To automatically rotate your shifts first set the Rotate Shifts option in the Shifts Tab of the configuration screen. Shifts can be rotated by schedules or by employees. Set the Last Rotation Date to the last date the shift rotation should have occurred. For example if it is 10/26/2011 and the last shift rotation should have taken place on 10/23/2011, set the Last Rotation Date to 10/23/2011. The Rotation Period should be set to the number of days to wait before the next shift rotation will take place. The software will check every hour or when it is first started to see if the shifts should be rotated.
In order for shift rotation to work you must assign a sequence value to each shift that you want to be rotated. The Sequence field indicates the order in which the shifts will be rotated. For example, support you have two morning shifts M1 and M2. You want M1 to start first so you set the M1 sequence to 1 and the M2 sequence to 2.
When shifts are rotated by schedule, each schedule is assigned the next shift in sequence. When shifts are rotated by employee, each employee is assigned the first schedule corresponding to the next shift in sequence. Therefore shift rotation by employee only works properly if there is only one corresponding schedule for each shift that is to be rotated.
Each schedule can have its own work days set. On rotation, each schedule is changed to the next shift. This allows employees to work different days when working different shifts.
See also: Shift Options
Color coding the schedule
The work periods seen in the work schedule can be color coded. Work periods can be color coded by Employee, Category and by Shift. The Employee color takes precedence over the Category color. That is, if you assign colors to both the Employee and the Category the Employee color will be used. The Category color takes precedence over the Shift color. You can change colors in the form views of the Data Manager.
Related topics: Viewing and Editing Table Data
Working with Employee Scheduler Data
Getting to know the Data Manager
Viewing and Editing Table Data
Employee Scheduler Tables
Viewing SQL Queries
Executing SQL Queries
Deleting records
Inserting Records
Re-indexing Tables
Backing up data
Restoring data
Importing and Exporting CSV Data
Adding schedule exceptions for holidays, leave etc.
Avoiding data problems
Getting to Know the Data Manager
The Employee Scheduler program uses several data files. To view this data choose Tools | Data Manager from the main menu. The following screen will appear:
The Data Manager screen consists of the menu bar, the data navigator bar and the data tabs.
The Menu Bar
The menu bar has four sections: File, Search, Records and Help.
File Section
The File section contains the following functions:
Export to CSV - Exports the current table to CSV file format. See also: Importing and Exporting Data in CSV Format
Import CSV file - Imports a CSV file into the selected table.
New SQL File - Opens the Notepad text editor to allow you to create a new SQL file. See also: Viewing SQL Queries
Edit SQL File - Opens the Notepad text editor to allow you to edit an existing SQL file.
Open SQL File - Allows you to choose an existing SQL file and shows the results of that query in the detail tab data grid.
Execute SQL File - Allows you to choose an existing SQL file and executes that query. See also: Executing SQL Queries
Re-index Table - Re-index the currently selected table. See also: Re-indexing Tables
Close - Closes the Data Manager screen.
Search Section
The Search section allows you to find records when in the detail tab view. To search for a record you must first click in or tab over to the field in which you want to search. Then choose Find from the Search menu. In the dialog that pops up, enter the text you want to search for then press the Find Next button. To find the next occurrence of that text press the Find Next button again.
Records Section
The Records section contains the following functions:
Cut Record - Copies the selected record into the Windows clipboard for pasting later and then deletes the record.
Copy Record - Copies the selected record into the Windows clipboard for pasting later.
Paste Record - Pastes the record contained in the Windows clipboard into a new record.
Insert Record - Inserts a record above the current record. See also: Inserting Records
Delete Selected Records - Delete all the selected records. See also: Deleting records
Delete All Records - Deletes all the records in the current table.
Backup Data - Makes a time-stamped backup file of all tables. See also: Backing up Data
Restore Data - Replaces your existing data with the tables from a previous data backup. See also: Restoring data
The Data navigator Bar
The bar at the top is the data navigator. The data navigator is for navigating the records of the current table. The first button |< will move to the first record of the current table. The second button < will move to the previous record. The third button > will move to the next record. The fourth button >| will move to the last record. The + button will add a new record. The - button will delete the current record. The button with the check mark will save changes made to the current record. The x button will cancel any changes made to an unsaved record. The last button refreshes the current table to show the latest changes made to it.
The Data Tabs
The data tabs show all the tables used in Employee Scheduler and allow you to view and edit the data in them. See the Viewing and Editing Table Data section for more details.
Viewing and Editing Table Data
There are two ways to enter table data: in form view and in detail view.
Entering data in form view
To enter data by form view choose the tab corresponding to the table for which you wish to enter data. A form will appear showing all the fields in that table. To add a new record press the + button on the data navigator bar. A blank record field will appear. Enter data in the fields and press the check mark on the data navigator bar. This saves the record changes.
Entering data in detail view
To view the data for a table in detail view first choose the Detail tab. The screen should look like this:
To view the data in a table choose the table's radio button in the left box. The table's data should then appear in the grid to the right. The data may now be edited directly in the grid. After editing a record, the changes will be saved after you move off the edited record.
Currently, data from SQL queries may not be edited in this way.
You can cancel any changes you made to a record by either clicking the Cancel button (the big X) on the Database Navigator at the top of the screen or by simply hitting the ESC key.
Editing existing records
If you need to edit an existing record, first move to that record. You can use the arrow keys in the left part of the data navigator bar. The first button |< will move to the first record of the current table. The second button < will move to the previous record. The third button > will move to the next record. The fourth button >| will move to the last record.
When you've found the record you want to edit, make your changes and save them by pressing the data navigator bar button with a check mark or just move to another record. If you want to cancel the changes you just made, click the data navigator bar button with an x in it or press the Esc key.
Key Fields
Most tables have what are called key fields. Key fields are required fields that make each record unique. If you add a record but fail to enter the key fields, you will get an error something like "FieldX must have a value" when you try to save the record. In such a situation, you will have to either enter the key fields or cancel the changes.
Employee Scheduler Table Details
Employee Scheduler has 16 tables: Categories, Employee Locations, Employee Requirements, Employee Time, Employees, Employees Available, Employee Tasks, Exceptions, Location Requirements, Locations, Messages, Requirements, Scheduled Employees, Schedules, Shifts and Users.
Categories
This table the different categories an employee can belong to. Here are the field sizes and descriptions:
Category - String - 15 - unique
Description - String - 20
Color - Integer
The names listed in this table will show up in the Category pull-down lists on the Employee and Schedule data entry tabs.
Employee Locations
This table lists all the locations employees can work at and what priority they have for automatic scheduling. Here are the field sizes and descriptions:
EmployeeID - Text - 25
Location - Text - 15
Priority - Unsigned Integer
The EmployeeID field links to the EmployeeID field in the Employees table. The Location field links to the Location field in the Locations table. The Priority field indicates what priority an employee has for being assigned to a specific location during automatic scheduling.
Employee Requirements
This table lists all the requirements employees possess. Here are the field sizes and descriptions:
EmployeeID - Text - 25
Requirement - Text - 15
The EmployeeID field links to the EmployeeID field in the Employees table. The Requirement field links to the Requirement field in the Requirements table.
Employee Tasks
This table lists all the task that employees are required to complete. Here are the field sizes and descriptions:
EmployeeID - Text - 25
Task - Text - 50
IssueDate - Date
CompleteDate - Date
Informed - Boolean
The EmployeeID field links to the EmployeeID field in the Employees table. The IssueDate denotes which date the task was assigned. The Informed indicates whether the task has sent to the employee as a personal message. If security is enabled all uninformed tasks will be sent to the listed employee.
Employees
This table lists all employees, the shift they work on and their availability. Here are the field sizes and descriptions:
EmployeeID - Text - 25 - unique
FirstName - Text - 20
LastName - Text - 20
Category - Text - 15
Manager - Text - 25
MinimumHours - Integer
MaximumHours - Integer
Priority - Integer
HomePhone - Text - 20
CellPhone - Text - 20
Address1 - Text - 30
Address2 - Text - 30
City - Text - 20
State - Text - 10
Postal - Text - 15
Email - Text - 40
Notes - Text - 250
Color - Integer
Password - Text - 10
Level - Text - 1
PasswordLastChanged - Date
The EmployeeID field must be a unique ID for the employee. All other fields are optional. The Category field indicates to which category, if any, the employee belongs to. The Category field links to the Category field in the Categories table. It is used to group similar people together. The Manager field indicates who is responsible for the employee. The Manager field links to the EmployeeID field in the Employees table.
The Minimum Hours field indicates the minimum number of hours per week this employee must work. The Maximum Hours field indicates the maximum number of hours per week this employee can work. Note: the Minimum Hours and the Maximum Hours fields must include any break times. The priority field is used in automatic scheduling. Those employees with higher priority will be selected first during the automatic scheduling process. The Color field indicates which color work periods for this person will have. The E-mail contact is an e-mail addresses for the person. The Password field indicated the login password for this employee. The Level field indicates the security level of the employee. This field can be A for Administrator, M for Manager or U for an ordinary employee. The Last Changed field indicates the date the password for this employee was last changed. This field is used only when the software is setup to regularly require employees to change their passwords.
Employees Available
This table lists all the times employees are available to work. Here are the field sizes and descriptions:
EmployeeID - Text - 25
Day - Integer
TimeFrom - Time
TimeTo - Time
DateFrom - Date (Currently not used)
DateTo - Date (Currently not used)
The EmployeeID field links to the EmployeeID field in the Employees table. The Day field indicates the day the person is not available. Sunday is 1, Monday is 2, ... and Saturday is 7. The TimeFrom and TimeTo fields indicate the hours this employee is available. To make a person available all day long just enter a value for the Day field and leave the From and To fields blank. To make a person available for a time period every day, leave the Day field blank and enter values for the TimeFrom and TimeTo fields. If only the EmployeeID field is populated in a record that means the employee is available at any time. Each employee you want to schedule must have an Employee Available record entered.
Employee Time
This table lists all the employee time clock in/out records. Here are the field sizes and descriptions:
ID - AutoInc - unique
EmployeeID - Text - 25
StartTime - TimeStamp
EndTime - TimeStamp
The EmployeeID field links to the EmployeeID field in the Employees table.
Exceptions
This table lists all schedule exceptions. It is used to deal with holidays, sick days and time off. Here are the field sizes and descriptions:
ID - AutoInc - unique
EmployeeID - Text - 25
ScheduleID - Integer
DateFrom - Date
DateTo - Date
TimeFrom - Time
TimeTo - Time
Working - Boolean
Reason - Text - 100
Comments - Text - 250
Approved - Boolean
The EmployeeID field links to the EmployeeID field in the Employees table. The ScheduleID field links to the ScheduleID field in the Schedules table.
Location Requirements
This table lists the requirements of all locations. Here are the field sizes and descriptions:
Location - String - 15 - unique
Requirement - Text - 15
The Location field links to the Location field in the Locations table. The Requirement field links to the Requirement field in the Requirements table.
Locations
This table lists all the locations a schedule can be in. Here are the field sizes and descriptions:
Location - String - 15 - unique
Description - String - 30
Messages
This table lists all days employees are scheduled for. Here are the field sizes and descriptions:
EmployeeID - Text - 25 - unique
MessageTimeStamp - TimeStamp
Message - Text
Read - Boolean
The EmployeeID field links to the EmployeeID field in the Employees table. The MessageTimeStamp field indicates when the message was created. The Read field flags whether the message has been read by the employee yet.
Requirements
This table lists the possible requirements of all locations and employees. Here are the field sizes and descriptions:
Requirement - Text - 15
The Location field links to the Location field in the Locations table. The Requirement field links to the Requirement field in the Requirements table.
Scheduled Employees
This table lists all days employees are scheduled for. Here are the field sizes and descriptions:
ID - AutoInc - unique
ScheduleID - Integer
EmployeeID - Text - 25 - unique
Day - Unsigned Integer
Comment - Text - 100
The ScheduleID field links to the ScheduleID field in the Schedules table. The EmployeeID field links to the EmployeeID field in the Employees table. The Day field indicates which day the employee is scheduled. Sunday is 1, Monday is 2 and Saturday is 7.
Schedules
This table lists all different schedules in which employees can work. Here are the field sizes and descriptions:
ScheduleID - AutoInc - unique
Description - String - 25
Shift - Text - 15
Category - String - 15
Location - String - 15
PeopleNeeded - Unsigned Integer
Days - String - 14
StartDate - Date
Frequency - Unsigned Integer
Manager - Text - 25
Notes - Text - 100
The names listed in this table will show up in the Shift pull-down list on the Schedule data entry tabs. The ScheduleID field must be a unique ID for the schedule. The Shift field links to the Shift field in the Shifts table. The Category field links to the Category field in the Categories table. The Location field links to the Location field in the Locations table. The People Needed field indicates how many people are needed in this shift. This field is very important to the automated scheduling process. The Days field lists which days the schedule applies to. To add or remove days for the current schedule click the button to the right of this field. A day selector dialog will appear allowing you to select different days. The StartDate field signifies the date the schedule started. The Frequency field indicates how often in weeks the schedule repeats (defaults to 1 or every week). The Manager field links to the EmployeeID field in the Employees table. The contents of the Notes field will be seen on all schedule items.
Shifts
This table lists all different shifts employees can work in. Here are the field sizes and descriptions:
Shift - Text - 15 - unique
StartTime - Time
EndTime - Time
Manager - Text - 25
Sequence - Unsigned Integer
Color - Integer
The names listed in this table will show up in the Shift pull-down list on the Schedule data entry tabs. The Shift Name field must be a unique ID for the shift. The Start Time and End Time fields indicate when the shift starts and ends. Notes that shifts can start before midnight and end after midnight. All other fields are optional. The Manager field links to the EmployeeID field in the Employees table. The Sequence field indicates the order in which the shifts will be rotated. Leave the sequence at 0 to prevent rotation.
Users
This table lists all the users of the software. Here are the field sizes and descriptions:
LoginID - String - 30 - unique
LastIn - TimeStamp
LastOut - TimeStamp
Viewing SQL Queries
It is possible to view the results of simple SQL statements stored in external text files. SQL stands for Structured Query Language; it is a way to communicate with databases using English-like commands.
To work with SQL queries you must be in the Detail tab of the Data Manager. To create a new SQL file either create one using any text editor or choose File | New SQL File from the menu. Save the SQL file to a folder, usually the Employee Scheduler Data folder.
To open a previously saved SQL file choose File | Open SQL File from the menu. A file select dialog will pop up allowing you to choose a SQL file. After selecting a file, you should see the results of the query in the data grid.
Here is an example of simple SQL Select query:
SELECT FirstName,LastName,Day
FROM Employees E JOIN ScheduledEmployees SE ON (E.EmployeeID=SE.EmployeeID)
This query shows the names of all employees and the days they are scheduled.
For more information on SQL, consult a good introductory database textbook. There is also some documentation on the supported SQL calls in the database engine manual. To read this manual, choose Help | DB Engine Manual from the Data Manager menu.
Executing SQL Queries
It is possible to execute simple SQL statements stored in external text files. SQL stands for Structured Query Language; it is a way to manipulate information from databases using English-like commands.
To create a new SQL file, either create one using any text editor or choose File | New SQL File from the menu. Save the SQL file to a folder, usually the Project Clock Data folder. Remember to save with the .SQL extension.
To open a previously saved SQL, file choose File | Open SQL File from the menu. A file select dialog will pop up allowing you to choose a SQL file. After selecting a file, you should see the results of the query in the data grid.
Here is an example of a simple SQL Update query:
UPDATE ScheduledEmployees SET EmployeeID='aneuman' WHERE EmployeeID='cmargolais'
This query will update all scheduled employees records where the EmployeeID is "aneuman". For these records, the EmployeeID will be renamed to "cmargolais".
For more information on SQL, consult a good introductory database textbook. There is also some documentation on the supported SQL calls in the database engine manual. To read this manual, choose Help | DB Engine Manual from the Data Manager menu.
Deleting Records
To delete a record when in form view, navigate to the record and press the - button on the navigator bar.
To delete one or more records in the detail view, select the records to delete. To select multiple records, click on the first record then hold down the [Ctrl] Key and click to select individual records or hold down the [Shift] key to select a range of records. To delete the selected records either press the [Ctrl]+[D] key combination or choose File | Delete Selected Records from the menu. To delete all the records in the current table choose File | Delete All Records from the menu.
Inserting Records
To insert a record when in form view, press the + button on the navigator bar.
To insert a record in the detail view, click on the record above which you wish to insert a record. Then either press the [Ctrl]+[I] key combination or choose File | Insert Record from the menu.
Re-indexing Tables
Over time, one of your tables may become corrupted. This sounds worse than it is. When a table becomes corrupted it usually just means the table's index has been compromised and needs to be rebuilt. See the section Avoiding Data Problems to learn more about table corruption. Usually when a table is corrupted, you will see an error message such as:
DBISAM Engine Error #9217 Error reading From Data File G:\EmployeeScheduler\data\Users.dat
Re-indexing (repairing) the table is simple. Just select the affected table in the detail view and then choose File | Re-index Table from the Data Views menu. It does no harm to re-index a non-corrupt table.
DBSys
If you are unable to open the application to re-index a table, you can get the DBSys utility. DBSys is a utility from Elevate Software, the makers of the database engine used in Employee Scheduler. Use this program to repair the affected table.
Last Resort
If after trying all these solutions you still have problems, use the Data Backup feature (see section below) to create an archive of the problem data files and e-mail it to UNCONVERTED WINHELP MACRO:! ExecProgram("support@cybermatrix.com",)CyberMatrix support.
Related topics: Avoiding data problems
Backing up Data
To create a backup of your data choose Records | Backup Data from the menu in the Data Manager screen. Running this function will create a zip file in the Data\Backup folder. The zip file will have a name consisting of the current date and time the archive was completed.
Related topics: Restoring Data
Restoring Data
To restore previously archived data choose Records | Restore Data from the Data Manager menu. A file select dialog will pop up allowing you to choose the archive you would like to restore.
Related topics: Backing up data
Importing and Exporting Data in CSV Format
Importing Data
Employee Scheduler can import data in the form of comma-separated CSV files. If you have existing data from another application, this data can be imported into Employee Scheduler provided it is saved in the right format. CSV files used for importing must follow the exact same format as the table into which they will be imported. That is, if you look at a table in the detail view of the Data Manager you will notice the order of the fields in the table. This is the same order in which your CSV file must be. Most spreadsheet programs like Microsoft Excel allow you to easily load in CSV file and move columns around.
See the section Employee Scheduler Tables for more details on field types and sizes.
To import a CSV file first select the table you want to import into from the Data Manager. Then choose File | Import From CSV from the Data Manager menu. A wizard will guide you through importing the CSV file.
Note that when running the wizard, your import time format string must be exactly the same as what is in the CSV file. Most people leave in the .zzz in the import format string when their CSV data does not have microseconds. The import is not smart enough to determine what date/time formats you are using. You have to tell it. If the first row of your CSV file contains the field names, the field names in the header must exactly match the field names in the table you are importing into.
Exporting Data
Data can also be exported in CSV file format from Employee Scheduler. This data can be imported into other applications that can handle CSV imports.
To export a CSV file first select the table to export from the Data Manager. Then choose File | Export To CSV from the menu. A file select dialog will allow you to select the CSV file to export.
Related topics: Viewing and Editing Table Data
Adding Schedule Exceptions
To accommodate schedule exceptions for vacations, leave and sick days you can create exception records. Exception records are stored in the Exceptions table. Use the data manager to add exception records. An exception record consists of the employee ID, schedule ID, the date range of the exception and whether or not the employee will be working.
For example, suppose employee aneuman will go on holidays from March 6 to March 9. Just add a record like this:
Note that the Working field is unchecked. This means aneuman will not be working. If you were adding an exception where someone was working when they ordinarily were not the Working field should be checked.
Exceptions can also be added from the main screen. To put someone on the schedule where they are not ordinarily scheduled, right click on the day and within the time range on the schedule and choose Add Exception to Schedule from the pop up menu. The Add Schedule Exception screen will appear with the Working checkbox checked:
Employees can create exceptions when asking for time off. When an employee requests time off an unapproved exception is created. Then a message is sent to that employees designated manager. To approve the employees request all the manager has to do is set the Approved flag of the exception.
You can change the dates to make the exception span several days if desired. Press OK to save the exception.
To take someone off the schedule when they would ordinarily be scheduled, right click on the schedule item on the schedule grid and choose Create Exception in Work Period from the pop up menu. The Add Schedule Exception screen will appear with the Working checkbox unchecked.
You can change the dates to make the exception span several days if desired. Press OK to save the exception.
Avoiding Data Problems
This software uses a local database to store its data. Unfortunately, local databases are susceptible to indexing problems (also known as corruption) if the computer is shut down abnormally. Indexing problems can occur if the program is in the middle of writing to the database and the program is prevented from completing the write. For this reason, you should always perform proper shutdowns. You should never shut off the computer or reset it while Windows is still running. Perform a proper shutdown by choosing Shut Down and either Restart or Shutdown from the start menu. If your system starts to act abnormally try exiting Employee Scheduler first and then perform a proper shutdown.
If your system appears frozen first try hitting the Ctrl + Shift + Esc key combination. This should bring up a task list. You may be able to end the task that is no longer responding. Sometimes the system will crash so hard that you cannot even bring up the task list. If this happens reset the machine and re-index any corrupted Employee Scheduler tables if necessary.
Related topics: Re-indexing Tables
Configuring Employee Scheduler
To configure Employee Scheduler bring up the Configuration screen by selecting Tools | Options from the main menu. The Employee Scheduler Configuration screen consists of three tabs: the General tab, the Schedule tab, the Shift tab and the Time Clock tab. To view a section click on the labeled tab corresponding to that section.
General Options
This is what the General options tab looks like.
Program Options
Show Tips on Start Up
If this option is checked helpful tips will be seen when the software first runs.
Security Options
Enable Security
If this box is checked, security will be enabled. When security is enabled, a login dialog will appear on program start-up. Employees will only be able to view their own schedule. The Administrator can log in as well as any users who have been set up in the Employees table. To set up the users in the Employees table and to change the current passwords use the Detail tab of the Data Manager. See also: Using the Security Features
Note that when security is enabled for the first time, the Administrator uses the default password of "magic". You should change this password immediately after enabling security to ensure a secure system. Write down your new password and store it in a secure location such as a safe.
Expire Password after X Months
If this box is checked, the password will need to be changed every monthly interval specified in the adjacent text box.
Report options
Reports Location
This value indicates the path where the reports folder is located. To change the path, click on the open folder icon to the right and select a new path. Ordinarily, the Report Location field will be blank. When the Report Location field is blank, the report location will default to the Reports folder off the data folder. In a multi-user setting, you may want everyone to use the reports stored in a shared network folder. In this case, you would set the Report Location field to this shared path.
Data options
Data Location
The Data Location indicates where the data files for the program reside. To change the data path click on the button to the right of the Data Location edit box. Use the path explorer to choose a new path. Make sure the newly chosen path has data files in it.
Schedule Options
This is what the Schedule options tab looks like.
Schedule Time Period
Setting Start and End Times
The Start time specifies the earliest time employees may be scheduled.
The End time specifies the latest time employees may be scheduled.
Schedule Interval
This number indicates the number of schedule intervals in an hour. For example:
30 - split the hour into two intervals i.e. 8:00 - 8:30
15 - split the hour into four intervals i.e. 8:00 - 8:15
10 - split the hour into six intervals i.e. 8:00 - 8:10
Day Length
Indicates the number of hours of a work day, including any breaks.
Show current time
If checked a colored bar will be shown across the schedule grid indicating the current time.
Move to current time
If checked, the schedule will automatically scroll down to the current time.
Schedule Options
Sidebar position
Indicates where on the schedule grid the time sidebar will be shown: on the left, right or both.
Booking shape
Indicates the shape of the appointment boxes as seen on the scheduler grid.
Minimum column width
This specifies the minimum column width to use in the Weekly and People schedule views. When there are a large number of people, this setting enables the appointment grid to scroll instead of compacting the columns.
Minimum row height
This specifies the minimum height of the grid line rows in the scheduler grid. Use a higher number to get larger rows.
Automatically fill vacancies
If checked, an attempt will be made to automatically fill any newly created vacancies.
Schedule Font
The font used in the scheduler grid. Here you can change the font style color and size.
Shift Options
This is what the Shift options tab looks like.
Shift Options
Shift Rotation
If Rotate Schedules or Rotate Employees is set all shifts will be rotated after the number of days in the rotation period is passed. See also: Automatic shift rotation
Last Rotation Date
This is the date at which the last shift rotation took place.
Rotation Period
This indicates the number of days to wait until the next shift rotation should take place.
Time Clock Options
This is what the Time Clock options tab looks like.
Time Clock Options
Use Time Clock
If this option is checked the software can be used as an employee time clock by ordinary employees. See also: Using the time clock
Start Time Clock in Window
The Start Time Clock in Window determines the limits of how many minutes before the schedule start time and how many minutes after the schedule start time the employee can still punch into the time clock. Set both values to 0 to disable the check window.
Using the Security Features
Employee Scheduler has a security mechanism to prevent employees from accessing the schedule data of other employees. By default, there is no security in place for Employee Scheduler. This means that in a multi-user environment, any employee will be able to view and edit any other employee's schedule data. To prevent this, you can implement the security features by setting the security check box in the General tab of the configuration screen.
Logging In
When you run Employee Scheduler and security has been enabled, a login dialog will appear.
To see all employees' data, a user must login as Administrator. The default Administrator password is "magic". You should change this password if it is important that employees cannot view or change other employee's data. To login for the first time enter the word Administrator in the LoginID box and enter magic in the Password box then press OK. If you press the Cancel button, the application will close.
Important: write down and store your changed password in a secure location such as the company safe.
Security Levels
There are three security levels: Administrator, Manager and User. The default security level is User. Users can only see and edit their own schedule data. Managers and Administrators can view and edit other employee's data.
In Employee Scheduler, Managers and Administrators can use the Data Manager. Only Administrators can change global program options.
Assigning Security Levels to Employees
To assign someone a security level, login as an Administrator or Manager. Open the Data Manager and choose the Employee table. Assign A to the Level field of the employees you want to be administrators. Assign M to the Level field of the employees you want to be managers.
Frequently Asked Questions
Questions for users new to computers and the Internet
Questions about CyberMatrix Software
Questions about CyberMatrix Software Licensing
Database/Multi-user questions
Questions about Employee Scheduler
Questions about Employee Scheduler
Q. When I Start Employee Scheduler the following error message comes up:
DBISAM Engine Error #9217 Error reading From Data File C:\Program Files\EmployeeScheduler\Data\Users.Dat
A. This is a table indexing error (known as corruption). Employee Scheduler uses a local database to store its data. Indexing problems can happen in any local database when a system is shut down abnormally. You should never shut down or restart a Windows machine without doing a proper Windows shutdown first (i.e., choosing Shut Down from the Start menu.) To re-index the table, select the affected table in the Data Manager screen, in this case the Classes table, in the data views screen and then choose File | Re-index table.
DBSys
If you are unable to open the application to do a repair you can get the DBSys utility. DBSys is a utility from Elevate Software, the makers of the database engine used in Employee Scheduler. Use this program to repair the affected table.
Last Resort
If after trying all these solutions you still have problems, you can zip up the files and e-mail them to CyberMatrix support. To zip up your data do a backup by choosing Records | Backup Data from the Data Manager menu. This will create a time-stamped file in your Data folder, usually C:\Program Files\Employee Scheduler\Data\Backup. E-mail that file as an attachment.
Q. I have setup Employee Scheduler on an NT 4.0 station. When only one person access the program, everything is fine. When other machines use Employee Scheduler, everything slows to a crawl. What's going on?
A. This is an NT4 issue, and most likely related to opportunistic locking settings and the SP level. Due to bugs in early versions of NT4 a lot of servers had opportunistic locks turned off, but since this has been fixed they haven't turned them back on. The other thing that can cause slowdown problems is using NetBeui in conjunction with TCP/IP. It is recommended that you get an NT server administrator to look at the server and make sure that it's configured properly.
Purchase Information
You may freely evaluate the trial edition Employee Scheduler without any costs for the period of 30 days. If you wish to continue using the program after 30 days, you must purchase it from CyberMatrix. If you do not wish to purchase the program after 30 days, you must uninstall it from your computer.
After 30 non-consecutive days from the time of installation, the software will cease functioning.
Rates
The following license rates apply to the CyberMatrix Employee Scheduler program:
Single license $100.
10 seats $700.
25 seats $1500.
50 seats $2500.
100 seats $4000.
Company Site License $7500 (for up to ten different sites).
Example:
If you need Employee Scheduler to accessed from 37 people's machines your license fee would be:
$1500 (25 seat) + $700 (additional 10 seats) + $200 (additional 2 seat) = $2400.
Shipping Options
Internet download - Free.
Ship CD by postal mail - $5.
Ship CD by courier - $45 - ($65 outside North America).
Non-profit Discount
Not for profit agencies are entitled to a 10% discount when software is purchased directly from CyberMatrix.
Purchasing
There are several ways to purchase Employee Scheduler:
All CyberMatrix software can be purchased directly from CyberMatrix by secure Internet web form, fax, telephone, purchase order, funds transfer or by regular postal (snail) mail. Note that all prices are listed in U.S. dollars.
Fax
For fax orders click here to fill out the order form and fax toll free to 1-866-425-2670.
Internet Secure Server
Licenses can also be purchased by credit card on the Internet using a secure server. See the CyberMatrix store web page at http://www.cybermatrix.com for details.
Telephone
For telephone orders using a credit card, you may call CyberMatrix directly at (250)503-1009.
Toll Free
For telephone orders, you can also call toll free in Canada and the U.S. at 1-888-664-0383.
Purchase Order
Companies and government agencies may purchase this software by way of purchase orders. Standard credit references are required before PO's may be processed. This information may be faxed toll free to 1-866-425-2670.
Funds Transfer
Funds may be transferred directly from your bank account to ours. Contact us for account information. There is an additional $10 charge on orders under ($300) for using this option.
Snail Mail
To purchase a license, print out the registration form and send a company check or money order (in US funds) to:
CyberMatrix Corporation
3104-30th Ave
Suite #224
Vernon, B.C. V1T 9M9
Canada
After Purchasing
After you have purchased Employee Scheduler, if you did not order the software on disk, you will receive instructions on obtaining the commercial edition of Employee Scheduler. You will also receive a registration key that will register the program to you or your organization. You may use the registration key with as many copies of Employee Scheduler as you have purchased licenses for, installed on as many computers. More than one person is allowed to use one licensed copy of the software on the same computer, as long as no two people use it at the same time. Just like a book can be read by many people, but only by one person at a time.
If more than one person needs to use the software at the same time, you must purchase a license for each person. Discounts apply for bulk purchases.
When your order and payment has been received and you did not order the software on disk, you will promptly be emailed a registration key and instructions on obtaining the commercial edition. It is therefore important to include a valid email address when you place your order. Instructions will be provided on how to use the registration key.
Upgrade Information
All registered users of Employee Scheduler are guaranteed all future product revisions, both major and minor will be provided free of charge for a minimum of six months after the date of purchase.
Any major revisions (i.e. v1 to v2) after six months may accompany an upgrade fee that will be not more than 50% of the suggested retail price for said revision.
All upgrades will be made available for electronic download.
Related topics: Order Form
Employee Scheduler order form
Remit To:
CyberMatrix Corp.
3104-30th Ave
Suite #224
Vernon, B.C. V1T 9M9
Canada
Fax: 1-866-425-2670
Name: _________________________________________
Company: _________________________________________
Address: _________________________________________
_________________________________________
_________________________________________
Ship To: _________________________________________
_________________________________________
_________________________________________
(For credit card orders, the name and address must be exactly as they appear on your credit card and statement.)
Telephone: _________________________________________
Email: _________________________________________
[All prices in U.S. Dollars.]
Registration details
___________ Single license $100.
___________ 10 users $700.
___________ 25 users $1500.
___________ 50 users $2500.
___________ 100 users $4000.
___________ Site License $7500.
___________ Send program on CD by postal mail - $5.
___________ Send program by courier - $45 ($65 outside North America).
___________ Send download instructions by e-mail - FREE (make sure to include e-mail address).
___________ Use bank funds transfer ($10 for orders under $300).
___________ Total
Payment method
[ ] Check
[ ] Money Order
[ ] Visa - Card #: ______________________ Expire Date: ___________
[ ] MasterCard - Card #: ______________________ Expire Date: ___________
[ ] Amex - Card #: ______________________ CID #:___________ Expire Date:___________
[ ] Discover - Card #: ______________________ Expire Date: ___________
[ ] Purchase Order: ______________________
(For P.O.'s, please fax your standard credit references form to 1-866-425-2670.)
Where did you hear about Employee Scheduler?
________________________________________________________________
Contact information
Please feel free to contact CyberMatrix at any time regarding what you did or did not like about the product.* Is anything missing, broken or can something be improved? The greatest effort possible will be made to timely incorporate customer suggestions into future versions of this product.
Customizations unique to your company's requirements can be performed for a negotiated fee. If you require certain features to be added to our software and cannot wait for a future version, you can pay to have the new features added immediately. Contact us for details.
Please email any comments or suggested improvements to CyberMatrix at support@cybermatrix.com
Technical Support
Technical support by e-mail is free of charge for all existing and potential CyberMatrix customers* for the most recent version of this software. Technical support by telephone during business hours is free of charge** for all existing and potential CyberMatrix customers for the most recent version of this software. 24-hour emergency phone support is available for a $25 (US) per incident fee. Visit this web page for details:
http://www.cybermatrix.com/contacts.html
Please be sure you have searched the help and the CyberMatrix web site first before requesting support.
Customers with outdated versions of this software must purchase a yearly support contract for $100 or upgrade their software to the current version to continue with free email and non-emergency phone support.
Please send any support requests to CyberMatrix support@cybermatrix.com
* Please assign a single representative of your company to contact CyberMatrix regarding support issues. Feedback is welcomed from anyone but only the designated support representative will be guaranteed a response. No e-mail support is available for CyberMatrix freeware although bug reports are welcomed and may be responded to.
** May be subject to change in the future. No free phone support is available for CyberMatrix freeware.
Product license
BY RUNNING THIS SOFTWARE, YOU ARE CONSENTING TO BE BOUND BY AND ARE BECOMING A PARTY TO THIS AGREEMENT. IF YOU DO NOT AGREE TO ALL OF THE TERMS OF THIS AGREEMENT, DO NOT EXECUTE IT.
LICENSE GRANT.
CyberMatrix Corporation grants you a non-exclusive license to use the Software free of charge for evaluation and trial purposes only for a limited time. THE TRIAL EDITION OF THIS SOFTWARE CONTAINS CODE THAT DISABLES MOST OF ITS FEATURES AFTER IT HAS BEEN EXECUTED A PREDETERMINED NUMBER OF DAYS. This License does not entitle you to hard-copy documentation, support or telephone assistance.
DISCLAIMER OF WARRANTY.
The Software is provided on an AS IS basis, without warranty of any kind, including without limitation the warranties that the Software is merchantable, fit for a particular purpose or non-infringing. The entire risk as to the quality and performance of the Software is borne by you. Should the Software prove defective in any respect, you and not CyberMatrix Corporation or its suppliers assume the entire cost of any service and repair. In addition, the security mechanisms implemented by the Software have inherent limitations, and you must determine that the Software sufficiently meets your requirements. This disclaimer of warranty constitutes an essential part of the agreement. No use of the Software is authorized hereunder except under this Disclaimer.
TERMINATION.
The license granted will terminate after you have executed the program not more than thirty times unless you register the software. The license will terminate automatically if you fail to comply with the limitations described herein. You must destroy all copies of the Software upon termination.
TERMS APPLICABLE WHEN LICENSE FEES PAID:
LICENSE GRANT.
Subject to payment of applicable license fees, Licensor grants to you a non-exclusive license to use the Software and accompanying documentation ("Documentation") in the manner described below under "SCOPE OF LICENSE GRANT".
LIMITED WARRANTY.
Licensor warrants that for a period of ninety (90) days from the date of acquisition, the Software, if operated as directed, will substantially achieve the functionality described in the Documentation. Licensor does not warrant, however, that your use of the Software will be uninterrupted or that the operation of the Software will be error-free or secure. In addition, the security mechanisms implemented by the Software have inherent limitations, and you must determine that the Software sufficiently meets your requirements. Licensor also warrants that the media containing the Software, if provided by Licensor, is free from defects in material and workmanship and will so remain for ninety (90) days from the date you acquired the Software. Licensor's sole liability for any breach of this warranty shall be, in Licensor's sole discretion: (i) to replace your defective media or Software; or (ii) to advise you how to achieve substantially the same functionality with the Software as described in the Documentation through a procedure different from that set forth in the Documentation; or (iii) if the above remedies are impracticable, to refund the license fee you paid for the Software. Repaired, corrected, or replaced Software and Documentation shall be covered by this limited warranty for the period remaining under the warranty that covered the original Software, or if longer, for thirty (30) days after the date (a) of delivery to you of the repaired or replaced Software, or (b) Licensor advised you how to operate the Software so as to achieve substantially the same functionality described in the Documentation.
Only if you inform Licensor of your problem with the Software during the applicable warranty period and provide evidence of the date you purchased a license to the Software will Licensor be obliged to honor this warranty. Licensor will use reasonable commercial efforts to repair, replace, advise or, for individual consumers, refund pursuant to the foregoing warranty within thirty (30) days of being so notified.
If any modifications are made to the Software by you during the warranty period; if the media is subjected to accident, abuse, or improper use; or if you violate the terms of this Agreement, then this warranty shall immediately terminate. Moreover, this warranty shall not apply if the Software is used on or in conjunction with hardware or software other than the unmodified version of hardware and software with which the Software was designed to be used as described in the Documentation.
THIS IS A LIMITED WARRANTY, AND IT IS THE ONLY WARRANTY MADE BY LICENSOR OR ITS SUPPLIERS. LICENSOR MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NONINFRINGEMENT OF THIRD PARTIES' RIGHTS. YOU MAY HAVE OTHER STATUTORY RIGHTS. HOWEVER, TO THE FULL EXTENT PERMITTED BY LAW, THE DURATION OF STATUTORILY REQUIRED WARRANTIES, IF ANY, SHALL BE LIMITED TO THE ABOVE LIMITED WARRANTY PERIOD. MOREOVER, IN NO EVENT WILL WARRANTIES PROVIDED BY LAW, IF ANY, APPLY UNLESS THEY ARE REQUIRED TO APPLY BY STATUTE NOTWITHSTANDING THEIR EXCLUSION BY CONTRACT. NO DEALER, AGENT, OR EMPLOYEE OF LICENSOR IS AUTHORIZED TO MAKE ANY MODIFICATIONS, EXTENSIONS, OR ADDITIONS TO THIS LIMITED WARRANTY.
TERMS APPLICABLE TO ALL LICENSE GRANTS
SCOPE OF LICENSE GRANT.
You may:
Use the Software on any single computer;
Use the Software on a network, provided that a licensed copy of the Software has been acquired for each machine permitted to access the Software through the network;
Copy the Software for archival purposes, provided any copy must contain all of the original Software's proprietary notices; or
If you have purchased a Right to Copy license for multiple copies of the Software, make the number of copies of Software (but not the Documentation) stated on the packing slip or invoice, provided any copy must contain all of the original Software's proprietary notices. The number of copies on the invoice is the total number of copies that may be made. Additional copies of Documentation may be purchased from Licensor.
You may not:
Permit other individuals to use the Software except under the terms listed above;
Permit concurrent use of the Software;
Modify, translate, reverse engineer, decompile, disassemble (except and solely to the extent an applicable statute expressly and specifically prohibits such restrictions), or create derivative works based on the Software;
Copy the Software other than as specified above;
Rent, lease, grant a security interest in, or otherwise transfer rights to the Software; or
Remove any proprietary notices or labels on the Software.
TITLE.
Title, ownership rights, and intellectual property rights in the Software shall remain in CyberMatrix Corporation and/or its suppliers. The Software is protected by copyright and other intellectual property laws and by international treaties. Title and related rights in the content accessed through the Software is the property of the applicable content owner and is protected by applicable law. The license granted under this Agreement gives you no rights to such content.
TERMINATION.
This Agreement and the license granted hereunder will terminate automatically if you fail to comply with the limitations described herein. Upon termination, you must destroy all copies of the Software and Documentation.
LIMITATION OF LIABILITY.
UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, TORT, CONTRACT, OR OTHERWISE, SHALL LICENSOR OR ITS SUPPLIERS OR RESELLERS BE LIABLE TO YOU OR ANY OTHER PERSON FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY CHARACTER INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF GOODWILL, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION, OR ANY AND ALL OTHER COMMERCIAL DAMAGES OR LOSSES. IN NO EVENT WILL LICENSOR BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE AMOUNT LICENSOR RECEIVED FROM YOU FOR A LICENSE TO THE SOFTWARE, EVEN IF LICENSOR SHALL HAVE BEEN INFORMED OF THE POSSIBILITY OF SUCH DAMAGES, OR FOR ANY CLAIM BY ANY THIRD PARTY. THIS LIMITATION OF LIABILITY SHALL NOT APPLY TO LIABILITY FOR DEATH OR PERSONAL INJURY RESULTING FROM LICENSOR'S NEGLIGENCE TO THE EXTENT APPLICABLE LAW PROHIBITS SUCH LIMITATION. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS EXCLUSION AND LIMITATION MAY NOT APPLY TO YOU.
HIGH RISK ACTIVITIES.
The Software is not fault-tolerant and is not designed, manufactured or intended for use or resale as on-line control equipment in hazardous environments requiring fail-safe performance, such as in the operation of nuclear facilities, aircraft navigation or communication systems, air traffic control, direct life support machines, or weapons systems, in which the failure of the Software could lead directly to death, personal injury, or severe physical or environmental damage ("High Risk Activities"). Accordingly, Licensor and its suppliers specifically disclaim any express or implied warranty of fitness for High Risk Activities.
MISCELLANEOUS.
This Agreement represents the complete agreement concerning the license granted hereunder and may be amended only by a writing executed by both parties. THE ACCEPTANCE OF ANY PURCHASE ORDER PLACED BY YOU IS EXPRESSLY MADE CONDITIONAL ON YOUR ASSENT TO THE TERMS SET FORTH HEREIN, AND NOT THOSE IN YOUR PURCHASE ORDER. If any provision of this Agreement is held to be unenforceable, such provision shall be reformed only to the extent necessary to make it enforceable. This Agreement shall be governed by Alberta law, excluding conflict of law provisions (except to the extent applicable law, if any, provides otherwise). The application of the United Nations Convention of Contracts for the International Sale of Goods is expressly excluded.
Other CyberMatrix software
Pro Schedule
Meeting Manager
Project Clock
Timesheets
Employee Project Clock
Class Scheduler
Employee Scheduler
In Out Scheduler
Point Of Sale
Clipboard Magic
Reminder
The latest [trial] edition of all programs can be obtained from http://www.cybermatrix.com
Pro Schedule
CyberMatrix Pro Schedule is an easy to use single or multi-user appointment scheduling calendar. Pro Schedule is ideal for doctors, dentists, nurses, health care workers, lawyers, veterinarians, driving instructors or any other professionals who are often scheduling appointments. Pro Schedule can be used in clinics, hospitals, beauty salons, office buildings, driving schools or anywhere else requiring personnel appointment scheduling.
There are four different editions of Pro Schedule: Pro Schedule Standard, Pro Schedule Client/Server, Pro Schedule Enterprise and Pro Schedule Web. Additional software allows Pro Schedule appointments to be synchronized with the PalmOS and Pocket PC calendar applications.
Pro Schedule runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 64 MB RAM, 20 MB HD.
For Pro Schedule Client/Server we recommend a dedicated XP, 2003, Vista, 2008 or Windows 7 server with 500 MB RAM and power backup to host the Pro Schedule server application.
For Pro Schedule Web a dedicated Windows XP, 2003, Vista, 2008 or Windows 7 server is recommended. The clients require only a web browser.
Pro Schedule Enterprise requires a database server such as Microsoft SQL server, MySQL or PostgreSQL.
The Pro Schedule PocketPC synchronization utility requires a PocketPC device running Windows Mobile with .Net support or Windows CE.
Pro Schedule Standard costs $100 for a single license, Client/Server is $200, Enterprise is $200 and Web is $100. Affordable multiple-user license packs are also available.
Meeting Manager
CyberMatrix Meeting Manager is an easy to use group calendar application for scheduling meeting rooms, reserving meeting rooms and scheduling resources.
Use Meeting Manager to schedule conference rooms, schedule board meetings, reserve rooms, schedule resources, schedule A/V equipment, schedule classrooms, schedule church events, schedule rental cars, schedule driving instructors and even schedule tennis courts and squash courts. Meeting Manager can handle all your meeting scheduling needs.
There are four different editions of Meeting Manager: Meeting Manager Standard, Meeting Manager Client/Server, Meeting Manager Enterprise and Meeting Manager Web.
CyberMatrix Meeting Manager runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 64 MB RAM, 20 MB HD.
For Meeting Manager Client/Server we recommend a dedicated XP, 2003, Vista, 2008 or Windows 7 server with 500 MB RAM and power backup to host the Meeting Manager server application.
For Meeting Manager Web a dedicated Windows XP, 2003, Vista, 2008 or Windows 7 server is recommended. The clients require only a web browser.
Meeting Manager Enterprise requires a database server such as Microsoft SQL server, MySQL or PostgreSQL.
CyberMatrix Meeting Manager Standard costs $100 for a single license, Client/Server is $200, Enterprise is $200 and Web is $100. Affordable multiple-user license packs are also available.
Class Scheduler
CyberMatrix Class Scheduler is an easy to use single or multi-user application for scheduling students classes. The software is ideal for schools and other educational institutions that need to quickly schedule classes.
Class Scheduler runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 512 MB RAM, 20 MB hard disk space.
Class Scheduler costs $100 (US) for a single license. Other license packages are available.
Project Clock
Project Clock is a project time entry system. Project Clock is useful for consultants, lawyers, engineers, contractors, project managers or anyone else who must record time billed to different projects.
Project Clock Pro can be accessed over a network and has custom reporting and timesheet entry features. Project Clock Client/Server can access data over an Internet connection. Project Clock Web can be accessed from any web browser. Project Clock Palm runs on hand held computers using PalmOS and can sync data with Project Clock for Windows. Project Clock CE runs on Pocket PC hand held computers using Windows CE and can sync data with Project Clock for Windows.
Project Clock runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 64 MB RAM, 20 MB HD.
For Project Clock Client/Server and Project Clock Web we recommend a dedicated XP, 2003, Vista, 2008 or Windows 7 server with 500 MB RAM and power backup to host the Project Clock server application.
For Project Clock Web the clients require only a web browser.
Project Clock Palm requires an Palm device running PalmOS v3.5 or higher.
Project Clock CE requires an PocketPC device running Windows CE or Windows Mobile.
Project Clock Standard and Web costs $35 for a single-user license, Project Clock Pro costs $55 for a single-user license, Project Clock Client/Server costs $75 for a single-user license. Project Clock Palm costs $20 for a single-user license or $10 for existing Project Clock customers. Network and site licenses are available.
Reminder
CyberMatrix Reminder is a free software program that allows you to enter upcoming events that you need to be reminded of. When the event approached a reminder notice will pop up to remind you of the event.
CyberMatrix Reminder is free and runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 32 MB RAM and 10 MB hard disk space.
Timesheets
CyberMatrix Timesheets is an easy to use Windows-based multi-user timesheet entry software application. Timesheets features simple, intuitive employee time entry by client, project and task. The custom reporting features allow existing reports to be changed and new reports to be added. CyberMatrix Timesheets is an ideal solution for those companies wishing to replace their old-fashioned paper-based timesheet entry.
CyberMatrix Timesheets was designed to provide an effortless transition for those accustomed to the traditional paper-based timesheet entry. The timesheet entry screen looks like a standard timesheet entry form. Unlike traditional timesheets though, managers can validate and edit their employees time immediately from their own computers without having to pore over scores of timesheet reports.
Timesheets has four different editions to accommodate the needs of various customer types. Timesheets comes in Standard, Client/Server, Enterprise and Web editions. The Standard, Client/Server and Enterprise editions have a simple intuitive graphical interface. While the Standard edition can be used with multiple users over a network, the Client/Server and Enterprise editions are better suited for large numbers of users. Only the Enterprise edition can be scaled up to handle massive user loads. The Client/Server, Enterprise and Web editions can be used with multiple users accessing employee time data over the company intranet or even the Internet.
CyberMatrix Timesheets runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 256 MB RAM 20 MB HD
For Timesheets Client/Server and Timesheets Web we recommend a dedicated XP, 2003, Vista, 2008 or Windows 7 server with 500 MB RAM and power backup to host the Timesheets server application.
For Timesheets Web the clients require only a web browser.
Timesheets Enterprise requires a database server such as Oracle, Microsoft SQL server, MySQL or PostgreSQL.
CyberMatrix Timesheets Standard and Web costs $55 for a single license. CyberMatrix Timesheets Client/Server and Enterprise costs $75 for a single license. Network and site licenses are available.
Employee Project Clock
Employee Project Clock is an employee time tracking system. This software package is useful for companies that must keep track of their employee's time.
Employee Project Clock can be used by multiple people over a network. Employee Project Clock Pro also contains a powerful custom reporting feature. With the custom reporting tool, those who need additional reports can easily build their own.
Employee Project Clock is easy to use. Employees simply choose their name and optionally choose a project or job code. To start billing time punch in by pressing the In button. To stop billing, enter an optional comment and press the Out button to punch out. The time data is safely stored in the database for later reporting purposes.
Employee Project Clock runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 512 MB RAM and 30 MB hard disk space.
Employee Project Clock costs $75 for a single-user license. Network and site licenses are available.
Employee Scheduler
Employee Scheduler is an easy to use single or multi-user software application for creating and managing employee schedules. Employee schedule administrators can save time by using Employee Scheduler to automatically generate optimal schedules for their employees. Employees can be assigned into categories, have their day/time availability and scheduling priority entered in order to affect the generated schedules. After automatic scheduling takes place, the manual scheduling features can be used to easily adjust the schedules graphically. The schedule exception features allow for managing holidays, leave and sick days. The time clock options allows the software to act as a time clock that records when employees arrive and leave for the day.
Employee Scheduler sports an attractive intuitive display of your employee schedules. Use the schedule view to view by single employee, by all employees, by week and by employees in week. Filter by day, or employee. Employee Scheduler is multi-user ready, you can share schedule data over your network for all your employees. Exchange schedule data with other programs via the CSV import/export feature. Access data from other database applications using the separate ODBC driver.
CyberMatrix Employee Scheduler will run on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 512 MB RAM, 30 MB HD.
Employee Scheduler costs $100 for a single-user license. Network and site licenses are available.
In Out Scheduler
CyberMatrix In Out Scheduler is a multi-user attendance tracking application that visually indicates which employees are out of the office and at what time and date they will return. It is an ideal solution for those companies wishing to replace their old-fashioned In/Out scheduling board.
In Out Scheduler was designed to provide an effortless transition for those accustomed to the traditional scheduling boards. To this effect, the software looks a lot like an actual scheduling board. Virtual pins are used to designate which employees are in, which are out and when they will return. Unlike the traditional scheduling boards, In Out Scheduler can be accessed by all employees from the comfort of their own computers.
CyberMatrix In Out Scheduler runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 64 MB RAM 20 MB HD
In Out Scheduler costs $64 for a single-user license. Network and site licenses are available.
Point Of Sale
CyberMatrix Point of Sale is a software application for retail sales management. It is designed to run on an ordinary Windows PC with a receipt printer. A keyboard intercept bar code scanner and cash tray are optional.
CyberMatrix Point of Sale can be used by businesses that sell goods, services or a combination of the two. For retail store chains, a server application can be setup to allow data sharing and synchronization between the different stores.
CyberMatrix Point of Sale runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 512 MB RAM and 20 MB hard disk space. The server application requires at least 1 GB RAM.
The CyberMatrix Point of Sale client costs $300 for a single-user license. Affordable multi-license packages are also available.
Clipboard Magic
Clipboard Magic is a free Windows Clipboard extender. If you spend a lot of time cutting and pasting repetitive text Clipboard Magic can greatly improve your productivity.
By default, any text copied to the Windows Clipboard is automatically stored in Clipboard Magic. The text can range from a single line to several pages. At the click of the mouse, any item is automatically copied back to the Windows Clipboard allowing you to paste the text in any Windows compatible document.
The automatic clipboard archiving can be turned off. This feature is useful when manually editing the clipboard list. Another very handy feature of Clipboard Magic is that clipboard lists can be saved to external files for reloading later.
Clipboard Magic is small, fast and unobtrusive. By default, the program runs from the Windows System tray allowing quick and easy access. Clipboard Magic can be configured to automatically start when Windows starts and to start minimized.
Clipboard Magic is free and runs on Windows ME, XP, 2003 Server, Vista, 2008 Server and 7. System requirements: 256 MB RAM and 10 MB hard disk space.
Questions for users new to computers and the Internet
Q. What is Try Before You Buy or Trialware software?
A. Trialware is software that you can try out or demo first. If you decide you like the software, you can then purchase it. When you purchase the program you will either be sent a separate fully functional program and/or you will be sent a registration key file or code with instructions on how to apply the key to your program.
Q. I already have program X installed but I downloaded a new version. Should I install to the same location as the older version?
A. The proper way to upgrade to a new version is to backup any important Program X data files first, uninstall Program X and then install the new version of Program X in the same folder. However, many people simply reinstall right over the old version to save time. Make sure Program X is not running when you do this though.
Q. How do I uninstall program X?
A. Click the Start button to bring up the Start Menu. Then choose Settings and then Control Panel. Double click on the Add/Remove Programs icon. Select the program you wish to remove and then click the Add/Remove button. According to Windows development guidelines, no data files created by the user are to be automatically deleted during the uninstall. Therefore, there may be a few "crumbs" (files) left in the program directory. Therefore, if you uninstalled Program X, the folder C:\Program Files\Program X may contain a few data files. You will have to delete these manually.
Q. I downloaded one of your programs called program.zip how can I run it?
A. Files ending in .Zip are compressed files. To open these files in Windows usually you just have to double-click it and it will open as a folder. If you use an older version of Windows you will need an unzip program such as WinZip. You can find WinZip here: http://www.winzip.com. Once you have installed an unzip program like WinZip, when you double-click on a .zip file, you will see the contents of the zipped file. Then you can unzip the contents of the zipped file to a temporary file location such as C:\Temp.
Q. OK I figured out how to unzip the file, but how do I install the program?
A. To install the program double-click on the installer file usually called SETUP.EXE or INSTALL.EXE. This will start the installation process.
Q. What is the "system tray"?
A. The Windows system tray is the area to the right or the Windows task bar. Certain programs, including Project Clock and Clipboard Magic, will have small icons here.
Questions about CyberMatrix Software
Q. I have downloaded and installed your trial edition. Now I want to purchase. Will the purchased edition overwrite my data?
A. No. Our business software was designed to leave existing data intact when upgrading the software. However, as a precaution you should always backup your data prior to upgrading. Any report files you have modified will be overwritten though. When you change a report you should save it with a new file name to prevent it being overwritten
Q. I have downloaded and installed your trial edition. Now I want to purchase. After purchase do I just enter a key to unlock the trial edition?
A. No. After purchase you will have to install the full software. But you can install right over the trial edition and it will still use your old data. As a precaution always backup your data before upgrading.
Q. I purchased Program X version 2.00. I notice now that version 2.10 is out. If I upgrade, will I lose the data I have been working with?
A. No, the setup software leaves your existing data alone. Just install the new version in the same manner as you installed the old version and your old data will remain intact.
Q. We really like your software but desperately need a feature added. Can you add it right now?
A. All customer feature requests are put on a ToDo list but we can't guarantee with certainty when or if the feature will ever be added. If you need a new feature immediately, you can pay to have it added. We charge out at $75 US per hour. Contact us for a quote including as much detail as possible about how you want the software changed.
Q. We really like your software but would like to talk to some of your customers. Can you refer us to some of your customers in our area?
A. Due to privacy concerns we never give out customer information. You can look on the software's testimonial page for actual customer testimonials. We also have fully functional time-limited trial editions of our software you can try out to see how you like it before ordering.
Q. I tried to create a new report but hen I select the frxDBDataset1, no fields appear. How can I access the fields?
A. You need to add the report's SQL, save, close and then re-open to see the fields. You can choose Help | Getting Started With Custom Reports from the report screen to learn more about creating your own reports.
Q. I tried to customize one of your reports. Now the report no longer works. How can I restore the original report?
A. You can just delete the bad report and reinstall the software to restore the original.
Q. Why do I see the error "There is no default printer selected" when I try to print?
A. You probably have not set a default printer in the 'Control panel - Printers' window.
Q. I purchased Program X version 1.00 several years ago. I got a new machine and tried to reinstall using the download directions I got when I purchased the software. However the link no longer works. What am I doing wrong?
A. We don't maintain downloads for outdated versions on the web site. Existing customers can upgrade to the latest version at a 50% discount though.
Q. What are your support fees?
A. Support by email is free. Phone support during business hours is free. 24 hour paid emergency support is available for a $25 fee per incident. For outdated software, a yearly $100 contract option is available.
Q. What is the time frame for a return email to help get an issue resolved if one arises?
A. It depends on the severity. Urgent issues get a response almost immediately during business hours. Non-urgent issues should get a response within two business days.
Q. I downloaded the trial edition of program X using Internet Explorer but when I tried to run the software I received a message that the setup files were corrupt and to obtain another copy of the software. What am I doing wrong?
A. This is most likely a bug in Internet Explorer. Try downloading the file instead of trying to run it. Save the file to a folder like My Documents not your desktop. We can always email you the file if need be.
Q. I tried to download program X but it said it was not a valid archive. What am I doing wrong?
A. Nothing. Large Zip archives sometimes become corrupted during the download process. Try emptying your browser cache and try downloading again. If you still can't download, send an e-mail and a trial edition setup file can be e-mailed to you as an attachment.
Q. I tried your X program and like it. Do you have a version that does Z or runs on Y?
A. All CyberMatrix software is listed at the main web site. If you don't see it, we don't carry it. If you have a feature request for a particular program feel free to send in an e-mail.
Q. My program shows the wrong date format. How can I make the software use the system date format we use?
A. This is probably due to a bug in Windows. Try these steps:
1) choose Start/Configuration/Regional settings
2) on the first tab select a different country, e.g. Germany, and press [APPLY]
3) set the country back to what it should be and press [OK]
4) Now the software will behave again as expected.
Q. Is it possible to do a silent install of your software?
A. Yes like this:
Setup.exe /SP- /silent /noicons "/dir=c:\Program Files\My Program"
Just change Setup.exe to the name of the setup file you want to install and My Program to the folder you want the software installed to. Note that in software with multiple install options, the first option will always be chosen with this technique. In this case you can use the /Type parameter like so:
Setup.exe /SP- /silent /noicons "/dir=c:\Program Files\My Program" "/Type=Client Only"
Q. I downloaded Program X and now my anti-virus software says the file is infected with a virus. When are you going to address this?
A. No CyberMatrix software has ever been verified to contain a virus. Most likely, you are seeing a false detection. If this happens send us an e-mail detailing the anti-virus software you use, the program claimed to contain a virus, it's version and where you obtained (downloaded) it.
Questions about CyberMatrix Software Licensing
Q. I notice you offer a 10 seat license for your software. What do you mean by a seat?
A1. A seat means one machine that is used to access the software. If you have 10 machines that will access the software (even if the software is installed on the server) you will need a 10 seat license.
A2. For our Web software we basically use what is called concurrent licensing. For concurrent licensing you just have to determine the maximum number of people that will be using the software at one time. That is the number of licenses you need.
Q. Are your license fees annual fees?
A. Our license fees are one-time fess for the current version. When we release a major new version you have the option of upgrading at a 50% discount.
Q. We want to buy your software. We will have one person making changes to the data and eight people that will only be viewing the data. Do I need a single seat license or a 9 seat license?
A. Since 9 people will have access to the software you will need a 9 seat license.
Q. What is the difference between your trial edition and the full edition?
A. The only difference between our time-limited software and the full editions is that the time-limited software stops working after a certain number of days.
Q. What is a site license?
A. A site license allows the unlimited use of the software on any number of machines in up to 10 different sites (or buildings/locations) of a company.
Q. I have already purchased version 1.1 of your program Z. If I download version 1.2 do I have to purchase the program again?
A. No. CyberMatrix has a policy of providing all minor version changes free of charge to existing customers.
Q. I purchased version 1.0 of program X four months ago. I notice you now have version 2.0 available. Do I have to pay the full price again.
A. No. CyberMatrix has a policy of providing major version changes free of charge to existing customers if the program has been purchased within the last six months of the year that the new version was released. If you have purchased the program more than six months ago, the new version will be available for upgrade, usually at a 50% discount.
Q. We had a hard drive crash. I re-installed the software. Now we are getting a message saying we have exceeded our licensing. How do I correct this?
A. You need to import the license key as explained in the download instructions. The download instructions were emailed to you after your purchased or upgraded the software.
Q. I just updated our software to a new minor version. Why does the software now say it is an evaluation copy?
A. You must install the full software not the trial software. The full software download link was emailed to you after you purchased or upgraded the software.
Q. We had a hard drive crash. I re-installed the software. Now we are getting a message saying we have exceeded our licensing. The registration key has been imported as explained in the registration instructions. How do I get rid of this message?
A. Check the Users table for ghost users. Ghost users are those users who are listed as still using the program even they no longer are. If there are any ghost users, delete those records.
Database/Multi-user questions
Q. I upgraded an old version of your software to a newer version. Why can I no longer see any of my old data?
A1. If you upgraded from Employee Project Clock v6 or lower, Project Clock v8 or lower, Timesheets v3 or lower, Meeting Manager v7 or lower or Pro Schedule v6 or lower you must upgrade your data to the new format. Step by step instructions to upgrade your data are seen during installation right after the license agreement. After installation you can read these instructions by clicking the "Installation Instructions" shortcut on the program's start menu.
A2. Possibly you installed the data into a different folder using the Data only install. You'll need to find out where the old data folder was an set the data folder option setting to this path.
Q. Why am I getting strange errors like this one below?
ElevateDB Error #600 File manager error (Cannot delete the file C:\DOCUME~1\fullerm\LOCALS~1\Temp\CM1S29083572PC45.EDBTbl (OS Error: The process cannot access the file because it is being used by another process. )).
A. This is probably due to your anti-virus software interfering with our software's database files. Try configuring it to not scan the data folder of our software.
Q. How can we share data amongst several people with the Standard edition?
A. To share data with multiple users over a network you should install the data on a network shared folder then install the software on each computer. To do this run the setup program and select the Data only installation option. The Select Destination Location screen will appear. This will be where the program data will be placed. Complete the setup for the data. Then run the setup file from each of the client machines, choosing the Client only installation for each one. When asked for the data folder enter the folder where you installed the data earlier.
Q. I installed the Standard edition on only one machine. How can I setup another machine to use the same data?
A. You need to either share the current data folder so the other machines can access it or move the data folder to a shared location and then setup each machine to use that data.
Q. I want to share data amongst several people. Can I use the Standard edition or do I need to purchase the Client/Server edition?
A. The Standard editions of our software (as well as Class Scheduler, Employee Project Clock, Employee Scheduler, In Out Scheduler and Project Clock Pro) all use a local database. A local database can share data with multiple users over a network. However, shared local databases are more likely to require database re-indexing especially in networks with unstable machines or inexperienced users. A general rule of thumb is not to use the local database edition with more than 10 simultaneous users. With 10 or more simultaneous users the Client/Server edition will perform better.
Q1. When I Start Program X why does the following error message appear: <br><br>
ElevateDB Error #601 The table Users is corrupt
Q2. When I Start Program X why does the following error message comes up:
DBISAM Engine Error #9217 Error reading From Data File C:\Program Files\Cyber App\data\ATable.dat
A. This is a corruption error. Several CyberMatrix programs use a local database to store their data. Corruption can happen in any local database when a system is shut down abnormally. You should never shut down or restart a Windows machine without doing a proper Windows shutdown first (i.e., choosing Shut Down from the Start menu.) Newer versions of our software will re-index (repair) tables automatically if all users close the software and a single person restarts it. To re-index the table manually, first close down all instances of the software except one. Then select the problem table in the Detail tab of the Data Manager screen and then choose File | Re-index table (or File | Repair table).
Last Resort
If after trying all these solutions you still have problems, you can zip up the data files and e-mail them to CyberMatrix.
Q. When I try to start your software a Data Missing box appears and says that I need to attempt re-installation or enter new data folder location. What does this mean and what do I need to do?
A. The software cannot find the data. Possibly the drive it was on is no longer available. You should verify that the machine where the data is stored is functioning properly and that no changes have been made relating to the data folder, e.g. drive mapping changes.
Q. When I try to re-index a table I get the error "Re-Index failed". How do I fix this?
A. Get everyone off the system (shutdown their machines if necessary) and try re-indexing again.
Q. What is the purpose of the Users table?
A. The Users table merely keeps a running log of which users are believed to be logged into the system.
Q. What is the maximum size of a single table?
A. The maximum size of a table (.EDBTbl, .DAT), index file (.EDBIdx, .IDX), or BLOB file (.EDBBlb, .BLB) is 4 gigabytes.
Q. Performance seems very slow. How can we make it faster?
A. Turn off anti-virus software, or configure it to NOT scan *.EDB* files on newer software and .DAT, .IDX, .BLB files on older software (or simply your entire database folder).
Q. How can I import data from another program into your software?
A. Export the data from the other program into CSV format. Then in the Data Manager screen of our software select View | Data Manager from the main menu. Select the table then choose File | Import CSV File.
Q. How can I export table data into Excel?
A. Export the table into CSV format in the Data Manager screen: select View | Data Manager from the main menu. Select the table then choose File | Export to CSV. Load the saved file into Excel.
Q. How can I use your file-server (local, standard) software with two different data folders on the same machine?
A. You could install the software in two different folders on the same machine each having separate data. The trick is that the data files must reside in a folder called Data inside the program's folder.
Q. Which database engine is used in your software?
A. We use Elevate DB and the DBISAM database engine for all our non-Enterprise Windows business applications. Meeting Manager, Pro Schedule, Project Clock, Employee Project Clock, Timesheets and Point of Sale now use the Elevate DB engine.
Q. Can your database tables be accessed from Crystal Reports or other common database software?
A1. For newer non-enterprise editions of our software (Class Scheduler v3+, CyberMatrix Office, Employee Project Clock v2.20+, Employee Scheduler, In Out Scheduler, Meeting Manager v4+, Phone Lister, Point Of Sale, Project Clock v5.10+, Pro Schedule v3+, Timesheets) we have an ODBC driver available. See:
http://www.cybermatrix.com/odbc.html
A2. For older versions of our software there is an ODBC driver available that others have used to access database tables from Crystal Reports. You can get it here:
http://www.cybermatrix.com/download/odbc.zip
We do not offer any support for this older driver.
Q. Where can I learn how to use SQL?
A. Try these links: SQLCourse2.com, w3schools SQL Tutorial
Q. I have a single license for Program X. I logged in as someone else, and then I had a crash. Now when I try to start Program X again it says "The number of users have exceeded your license. Contact CyberMatrix to purchase additional licenses." What do I do to use the software again?
A. Login as the other person, shut down Program X and then login as yourself.
Q. I want to move Program X to a new machine but keep all my data. What is the best way to do this?
A. You could over your program and data folder over to the new machine but then there would be no shortcuts in your start menu. The best way is to install the software on the new machine. Then on the old machine do a backup from Program X's Data Manager, copy that backup file to the new machine, and then restore the backup file on the new machine using Program X's Data Manager.
Q. I exported a table to CSV. Why is it when I try to import that same CSV file it says there is an "Invalid data value in import data."?
A. When running the CSV import wizard, your time format must be exactly the same as what is in the CSV file. Most people leave in the .zzz part in the import format string when their CSV data does not have microseconds. The import is not always sophisticated enough to determine what date/time formats you are using. You have to tell it.
Q. We are using version 1 of your software. Is it possible to install the V2 trial of the software on the same machine so that both versions can be run side by side.
A. Yes. For the Client/Server edition the V2 server would have to run on a different server machine but V1 and V2 of the client can be installed into different folders. However you would have to log in as another user for V2. For the Web edition you would just install V2 in another folder. For the Standard edition you would have to do a Data Only and Client only install of V2. The data would have to be installed in a folder called Data just off the program folder i.e.: C:\ProgramX\Data. The software would have to be installed in the C:\ProgramX folder. Then you should run V1 and make sure it is still using the old data folder. Alternatively you could just run V2 under a different user account i.e. log in as another user for V2.
Client/Server software questions
Q. What does Client/Server mean?
A. Client/server applications have a client and a server component. The client only talks to the server and only the server has direct access to the data. File server applications have no server component and they can directly access the data.
Q. What is the advantage of Client/Server over File/Server?
A. Client/server applications will be faster on slow networks like wireless networks because only the data packets required are sent down the network. With File/Server every table in a query will be sent down the network. Client/Server application will be less susceptible to database corruption because there is no direct access to the data. Only the server machine directly writes to the data files.
Q. We are using the Client/Server edition of program X. Why will the clients not connect to the server?
A. There are only three possibilities for this problem. Either the server is not running, the IP address is entered incorrectly or something like a firewall is blocking access to the server.
Sometimes the server software will not be listening to the correct IP address. Click the following link to watch a Flash demo of how to change the server IP. Change server IP.
Q. We are using the Client/Server edition of program X. Why are we getting a windows socket error (10065) on API connect on one of the client stations?
A. This is probably a firewall issue. You need to open a port. All our newer server software runs by default on port 12010. All our older server software runs on port 9000.
Q. We are very interested in the Client/Server edition of your software. However, we want the server application to run as a service. Is this possible?
A. Yes it is possible to run the database server as an NT service. There are several advantages of running the server as a service: you can ensure it restarts if the machine reboots unexpectedly for any reason; you can take actions if the service crashes; and you can run the service as a specified user fairly easily. To install the edbsrvr.exe database server as a service enter the following command at a command line prompt or from the Run Menu:
edbsrvr.exe /install
To install the database server so that it does not interact with the desktop at all, which is required in instances where the current user will be logged out of the system, then you should use the /nointeract flag along with the /install command-line switch:
edbsrvr.exe /install /nointeract
This will install the service as a non-interactive service and the database server will not display a user interface when it is started.
To start the edbsrvr.exe database server as a service enter the following command at a command line prompt or from the Run Menu:
net start edbsrvr.exe
Q. I installed the server as a service and the service is running. When I try to run the server as a regular Windows application why do I see the error: "Only one usage of each socket address (protocol/network address/port) is normally permitted"?
A. Only one application can listen exclusively on a port at one time. You can't therefore run two instances of the server application at one time.
Q. We use the Client/Server edition of your software. We want to install the latest version on a new server. What is the best way to upgrade and still use our old data?
A. You can either copy over your entire old server folder over to the new server machine and then install the new server software into this folder or install the new server software on the new machine and then copy over the database files. The database files are those with the *.EDB* extensions for newer software and .Blb, .Dat and .Idx extensions for older software.
Q. We are using version 1 of your software. Is it possible to install the V2 trial of the software on the same machine so that both versions can be run side by side.
A. Yes. For the Client/Server edition the V2 server would have to run on a different server machine but V1 and V2 of the client can be installed into different folders. However you would have to log in as another user for V2. For the Web edition you would just install V2 in another folder. For the Standard edition (or Project Clock Pro) you would have to do a Data Only and Client only install of V2. The data would have to be installed in a folder called Data just off the program folder i.e.: C:\Program\Data. The software would have to be installed in the C:\Program\ folder. Then you should run V1 and make sure it is still using the old data folder. Alternatively you could just run V2 under a different user account i.e. log in as another user for V2.
Enterprise software questions
Q. We're using your Enterprise software with Microsoft SQL Server. On some of the client machines when we try to connect why do we get a Ntwdblib.dll not found error?
A. Each client needs special connectivity libraries installed. If these libraries are not installed the clients will not be able to connect to the database server. These libraries are available from the vendor of the database server you are planning to use.
For MS SQL Server 2005 and higher you should connect using ADO instead of MSSQL. The following video shows how to setup ADO to work our software: MS SQL ADO Setup.
For older versions of Microsoft SQL Server you can just install the MS SQL client software or just copy the Ntwdblib.dll file to the Windows System folder (\winnt\system32 on XP).
Q. I'm using Microsoft SQL server with your Enterprise edition software. I'm having a problem and want to send you our data so you can try to reproduce it and fix it. How can I send you our data?
A. Unlike other large database servers, MS SQL Server does not have a function to backup data to a SQL INSERT script. You will need to use a third party utility to backup the data to a SQL script. Alternatively you could export each table to CSV format. Sending in a MS SQL Server backup file will not work.
Q. I'm trying to use your Enterprise edition with MySQL version 5. When trying to connect I get the error: "SQL Error: Client does not accept authentication protocol requested by server. Consider upgrading MySQL client". Does your software not work with MySQL v5?
A. This software will run on MySQL v5. However, it connects as a v4 client. This means you will have to convert the connection password to the older style. You can do this with a query like the following:
SET PASSWORD FOR 'root'@'localhost' = OLD_PASSWORD('magic');
See also: http://dev.mysql.com/doc/refman/5.0/en/old-client.html
Q. What permissions should be given to the Database Server Account for the clients?
A. The user needs SELECT, INSERT, UPDATE and possibly CREATE_TMP_TABLE privileges.