2. This PPT is divided into two parts:  Login Type  Important Settings

3. Different Types of Login There are six types of Login  Client Login  Branch Login  Sub-branch login  Region login  Group login  RM\TL login

4. Client Login Step 1: Open a client code in back office for it follow the following steps:  Login your software  Go to Master >> Client Master  Open a client code and save it.

5.  Step 2: Go to Utilities>> Web Live Setup>>Auto Update Common User

6. Select Client Enter account opening date if you want to update client with in date range Select Database Name Tick on this if you want to update PAN no for Password  Step 3: Following window will open: Click on Proceed. It will update all client and display following message Enter branch id if you want to update client of a particular branch

7. After running auto update, go to client master Enter client code and press enter You will get I-net User Id

8. Branch Login  Step 1: Open a Branch code in back office for it follow the following steps:  Open your software  Go to Master >> Branch Master  Open a branch code and save it.

9. Select Branch Select Database Enter branch if you want to update for a particular branch ( in case of client only)  Step 2: Go to Utilities>> Web Live Setup>>Auto Update Common User Click on Proceed. It will update all clients and display the following message

10. After running auto update go to Branch Master Enter branch code and press enter You will get I-net User Id

11.  Step 1: Open a sub branch code in back office for it follow the following steps:  Open your software  Go to Master >> Branch Master  Open a branch code and save it. Sub-Branch Login Click on Sub-Branch Add/Edit. Following window will open. Open Sub-branch and save from this option.

12. Select Sub- Branch Select Database Enter branch if you want to update for a particular branch (in case client code) Click on Proceed. It will update all sub-branches and display the following message

13. After running auto update, go to Sub-Branch Add/Edit Enter Branch code You will get I-net User Id Enter Branch Sub-Branch code and press enter

14. Region Login  Step 1: Open a region code in back office for it follow the following steps: Login your software Go to Master >> Region Master Following window will open: Enter Region Code Enter Description Click on save

15.  Now go to utilities>>System Utilities>> Web Live Setup>>I-Net User Maintenance  Enter all details and save. Select user type Region Enter Location Enter password ‘12345’. This is default password Enter user description Enter User Id Select status enabled Click on save. Following message will open,click on ok

16. Click on this to get the map code for live, following window will open Select a row to map the code

17. Click on ok You will get I-net user id

18. RM/TL Login Enter RM/TL code and other details Click on save

19. Select RM/TL Select Database Click on Proceed. It will update all RM/TL records and display the following message  Now go to utilities>>System Utilities>> Web Live Setup>>Auto Update Common User

20. Enter RM/TL code Now, you get the i-net user id to login live with RM/TL

21. Group Login  Step 1: Login your software  Go to Master >> Client Master  Open two client code. Here, Code M and Code R are opened.Here we will make M Code group of R  Group login is slightly different form other logins.For it we have to open two codes. Make a code group of another code. For it follow the following steps: M is a group R is client which comes under group M When you will login live with group M, it will show all the clients in this group

22.  Now open another code R, fill all details in Profile tab and Account Fixes tab as Enter group client ( For example: enter group M ---- the code you have opened earlier Note: Group client and client code should have same branch

23. Select Client to update a group. This option is work for both client and group. Enter account opening date if you want to update clients with in date range Select Database Name Tick on this if you want to update PAN no for Password  Following window will open: Select branch id, if you wants to update group for a particular branch Click on Proceed. It will update all groups and display following message

24. Important Settings  Contract Note  Cheque Image  Downloading File  Company Logo  Uploading file  Signature Viewing  Display Message

25. For viewing and downloading digital contract note through client login Setting in Back-office (Capex/Commex/Fxfuture/spot)  Masters >> Mail/FTP/Digital/SMS setup  Folder structure should be Client-date wise Setting for Online  Create a folder in c:\capexweb as  For capex--- -- c:\capexweb\digital\client code\date  For commex--- -- c:\capexweb\digital_com\client code\date  For currency---- -- c:\capexweb\digital_fx\client code\date  For spot---- -- c:\capexweb\digital_spot\client code\date  Copy digital signature in these folders Note: 1. If back-office software (Capex/Commex/Fxfuture/spot) is installed on web server then follow the above steps. 2. If back-office software (Capex/Commex/Fxfuture/spot) is installed on another computer (other than web server) then map the drive of web server and the computer on which back-office software is installed.

26. For uploading cheque images through online and viewing image in backoffice Intial Setting (Back office Server)  Utilities >> System File Maintenance >> System File Maintenance >>Control Accounts  For Capex10 : Web cheque Image URL path : HTTP://XXX.XXX.XXX.XXX:9999/ CAPEXWEB/CHEQUE/  Web cheque file path : c:\capexweb\cheque\  For Commex: Web cheque Image URL path define : HTTP://XXX.XXX.XXX.XXX:9999/CAPEXW EB/CHEQUE_COMMEX/  Note: XXX.XXX.XXX.XXX:9999 is local ip of your live server with port( i.e 8085/1467) Intial Setting (Online Server )  Login live with admin. Admin >> Preferences.  Enter financial cheque Upload File path details as c:\capexweb\cheque\ (for capex) and c:\capexweb\cheque_commex\ (for commex10) and save

27. Downloading any file from online >> for branches /clients  On live >> Admin >> Preferences Download File Path ==\capexweb\download\capex\ Download File Path ==\capexweb\download\commex\ Download File Path ==\capexweb\download\fxfuture  Create a folder in capexweb folder as, For cApex---c:\capexweb\ download\capex\branch For commex ---c:\capexwebdownload\commex\branch For fxfuture ---c:\capexweb\download\fxfuture\branch For nsdl ---c:\capexweb\download\nsdl\branch For cdsl ---c:\capexweb\download\cdsl\branch

28. Uploading any file on online  Onlive >> Admin >> Preferences Upload File Path == c:\capexweb\upload\capex\ Upload File Path == c:\capexweb\upload\commex\  Create a folder in c:\capexweb as for capex--- c:\capexweb\upload\capex for commex-c:\capexweb\upload\commex for nsdl ---c:\capexweb\upload\nsdl for cdsl ---c:\capexweb\upload\cdsl

29. For setting company logo in Contract note  Copy the JPG file of company logo In c:\capexweb folder and rename these files as shilpilogo.jpg

30. For viewing signatures in DPONLINE in client profile On live server  Create a folder named signature in capexweb folder (as c:\capexweb\signature )  Copy all the.tif files in this folder  We use tconvert.exe to convert. tif format to.gif format, To convert. tif format into. gif format follow the steps as shown in the image

31. For viewing signatures in CDSLONLINE in client profile On live server  Create a folder signature_cdsl in capexweb folder (as c:\capexweb\signature_cdsl )  Copy all the.bmp files in this folder

32. To display any message  Put file with.msg extension in c:\capexweb\message\common folder