Lesson 1 - Sage Pastel
SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 [ Lesson 1 ] Installing Sage Pastel Partner Version 12 [ Learning Outcomes ] In this lesson, you will ensure that your computer meets all the specific hardware requirements to run Sage Pastel Partner V12. You will also learn how to make some minor adjustments to your system to get an optimal performance. You will then install and register Sage Pastel Partner V12. [ Learning Objectives ] On completion of this lesson, you will be familiar with: A. Preparing to Install Check hardware and software requirements Installing a printer driver o Install a driver o Setting up the driver Checking the system date Changing the screen resolution B. Installing Sage Pastel Partner V12 C. Resolve the Decimal Separator Error D. Registering your Sage Pastel Partner V12 software 1 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 A. Preparing to Install Depending on the way your computer operating system is set up, you may either double click or single click to open a file. Prior to installing Sage Pastel Partner V12, it is important to verify the following points: Check that your computer meets the hardware and software requirements for Sage Pastel Partner V12 to run. Ensure that there is a printer driver installed on your computer. Confirm that the date on your computer is correct. Change your screen resolution to be at least 1024 X 768. [ Introduction ] The table that follows lists the hardware recommendations and requirements for Sage Pastel Partner V12 Operating system Windows 2000 Windows XP Windows Vista Windows 7 Processor Pentium IV minimum, Pentium IV 2 GHz recommended. Pentium IV minimum, Pentium IV 2 GHz recommended. Pentium IV 2Ghz or higher is recommended. Pentium IV 2Ghz or higher is recommended. 512MB minimum 1GBMB Recommended. 512MB minimum 1GB Recommended. 2GB minimum 2GB minimum Memory DVD Rom For a new Sage Pastel installation you need access to a DVD Rom Drive. Printer Driver All Sage Pastel Products need a default printer driver installed. Screen Resolution 1024 x 768 or higher with minimum of 256 colours screen resolution. Free Hard Disk Space It is recommended that you have at least 1 GB of free hard drive space before you install the software. Sage Pastel Partner V12 does not run on Windows NT. Windows XP Home cannot be used for a multi-user environment. For the Microsoft Office integration and email, you must have Microsoft Office version 2000 or above installed on your workstation. If you click once with the mouse button and nothing happens, you might have to click twice with the mouse button. This is a setting in windows and this setting changes from computer to computer. 2 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 Let’s verify that the computer meets the minimum hardware and software requirements to install Sage Pastel Partner V12. 1. On your desktop, locate the My Computer or Computer icon and right click on the icon. From the menu that appears, click on Properties. If you do not have a My Computer or Computer icon on your desktop, then click on the Start button at the bottom left of the computer screen and right click on My Computer or Computer in the menu list. From the menu that appears, click on Properties. The System Properties screen, as shown below, will display. Processor Memory 2. The operating system installed on your computer is shown on the screen. You need to check that your computer is using one of the following operating systems: Windows 7, Windows Vista, Windows XP or Windows 2000, as per the installation recommendations. 3. The Registered to section lists the individual or company that the operating system is registered to. 4. The processor speed and RAM size that your computer contains is displayed as shown in the screen above. The information given will vary from one computer to the next, depending on the make and whether the computer is a laptop or desktop computer. 5. To close the System Properties screen click on the OK button at the bottom of the window or the Close button at the top right of the window. 6. Next we are going to verify the Optical Drive and Hard Drive specifications. Double click (or click) on the My Computer or Computer icon on the desktop or click on the Start button at the bottom left corner and click on My Computer or Computer 3 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 Remember to check your minimum specifications of your computer before you start the installation of the software. 7. In this screen that displays, the Local Disk (C:) is the first icon and this represents your Hard Drive. Under that icon is a section Devices with Removable Storage. This will represent your optical drive or any other removable devices that you may attach to your computer, such as USB Flash drives. In the example, you can see that the optical drive available is a DVD / CD Drive which can read DVDs and CDs. This drive is most often referred to as the D: drive but this can change from computer to computer. 8. This is the hard drive on your computer, and is essentially your computer’s primary storage device. Your primary hard drive is always referred to as your C: drive. On some computers, you may find more than one hard drive. To find out how much free space you have on your hard drive, right click on the Local Disk and select Properties. 4 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 9. In the screen that displays, you can see the amount of used space and free space on your computer. In the example, you can see that there is 64.38GB (gigabytes) of free space. 10. Click on the OK button to close the screen. 11. For your interest, a byte is generally measured as 8 bits of information. A bit is generally a character, such as a letter or number. The table that follows shows the different prefixes that are used for bits and bytes to show size in computers. SI is the naming convention used for most purposes, although others are used by computer programmers. Value SI 1000 Bytes = 1 Kilobyte KB kilo- 1000 Kilobytes = 1 Megabyte MB mega- 1000 Megabyte = 1 Gigabyte GB giga- 1000 Gigabytes = 1 Terabyte TB tera- 1000 Terabyte = 1 Petabyte PB peta- 1000 Petabytes = 1 Exabyte EB exa- 1000 Exabytes = 1 Zettabyte ZB zetta- 1000 Zettabytes = 1 Yottabyte YB yotta [ Installing a Printer Driver ] When you are using Sage Pastel Partner V12, you will need to have a printer driver installed on your computer, even if you do not have a printer. Sage Pastel uses the printer driver when you print reports to your screen. The terminology ‘print reports to screen’ basically means to view the report on your screen in the format it will print. If you try to open a company in Sage Pastel without having a printer driver installed, you will get a message asking you to install one and you will not be able to open the company until the printer driver is installed. There are two steps to installing a printer driver: Install the driver; and Set up the driver. Installing a driver We are now going to work through the steps on how to install a printer driver on your computer. 5 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 Please note that depending on the Windows operating system you are using, the names of the tabs and buttons may vary. The process remains the same for all operating systems 1. To see if there are any printer drivers installed on your computer, click on Start and look for Printers and Faxes or Printers. If you do not have Printers and Faxes or Printers in the menu, then click on the Control Panel icon. In the Control Panel, look for the Printers and Faxes or Printers icon. Double click on the specific icon. Control Panel Printers and Faxes 2. Once you have opened the Printers and Faxes screen, (as shown below), you will be able to see if there are any printer drivers loaded on your computer. If there are no printers displayed in the screen, as shown below, you will need to load a printer driver. If there is a printer listed in the screen, it is not necessary to load another printer. 3. To load a printer driver, click on Add a printer in the Printer Tasks section on the left of the screen. 6 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 4. The Add Printer Wizard will open. Click on the Next button, and the screen below will display. 5. Click on the Next button and the screen below will display. In order to load a printer driver without installing a printer, you must select the radio button Local printer attached to this computer and unselect the option Automatically detect and install my Plug and Play printer. Click on the Next button to continue. 7 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 6. The Wizard will prompt you to select where the printer will be connected to. Because we are not going to physically install a printer and are only going to install the software for the printer known as the driver, leave the settings as they are. If however you wish to install your printer now then simply connect your printer as shown on screen. Click on the Next button to continue. 7. On this screen you are required to select the make and model of the printer. Remember that this is only the printer driver you are installing so even if there is no printer attached to your machine you will still be required to select a driver from the list. Any common driver will get you started. Click on the Next button to continue. 8 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 8. On this screen you are required to select the make and model of the printer. Remember that this is only the printer driver you are installing so even if there is no printer attached to your machine you will still be required to select a driver from the list. Any common driver will get you started. In our case, we will call the printer Pastel Printer. Click on the Next button to continue. 9. Sharing your printer will allow everyone on the same network as you to print to this printer. Think of a good share name for the printer. e.g. Janet’s A4 B&W Laser printer. This will let all other users know that they can only print black and white A4 size documents on this printer. Click on the Next button to continue. 9 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 10. Print a test page if you want to make sure that your printer is installed and connected correctly. If you have only installed the printer driver and no printer is attached to your computer then choose to not print a test page. Click on the Next button to continue. 11. Confirm that the details you chose are correct and finalise your printer installation. Click on the Next button to continue. 12. Click on the Finish button to complete the installation. 10 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 13. You will now see the printer driver on the Printers and Faxes screen. If you receive errors when printing in Sage Pastel, or your printouts are not correct when you print to screen or your printer, you can go through these steps to reinstall your printer driver, which may have become corrupt. This can often solve many problems. 11 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 Set up the driver When you install a printer driver, the default settings are as per the manufacturer or your computer system. Most systems and manufacturers use the American defaults. In South Africa, we use A4 paper as a standard for printing; the American standard size of paper is Letter, which is longer and thinner than A4. This can cause problems when printing in Sage Pastel. We will now go through the steps to set the paper size on the printer driver to A4. Depending on the printer that you have loaded, the screens may differ from the screens in the activity. The important fact is that all the paper sizes must change to A4. Refer to your printers help files if you experience problems. 1. Open the printer folder by selecting Start…Printer and Faxes. Right click on the Pastel Printer driver that you installed, and select Properties. The screen below will display. The selected paper sizes on the printer driver are listed here. A4 is the only paper size that should be listed. 12 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 2. To change the paper size, click on the Device Settings tab and then set all settings to use A4. This includes the paper size for envelopes, if they are available on the printer. 3. Next, click on the Advanced tab, then find the Printing Defaults button at the bottom of the screen and click on it. 13 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 4. The Printing Defaults screen will display. Click on the Advanced button which can be found on the bottom right of the screen. 5. Select A4 as the Paper Size and then click the OK button. This will take you back to the Printing Defaults screen where you will need to click on Apply and then OK. 14 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 6. The last place that you need to change the paper size is on the General tab. 7. Click on the Printing Preferences button at the bottom of the screen. 8. Select the Advanced button on the bottom of that screen. 15 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 9. Make sure that the paper size selected is A4, and click on the OK button. 10. The process will be completed once you click on the Apply button and then the OK button on the Printing Preferences screen and click on the OK button on the Printer Properties screen. You have now installed and set up your printer driver to print Sage Pastel A4 documents correctly. If you are using a virtual printer, confirm that the settings of the virtual printer are also set to use paper size A4. [ Check the system date ] It is very important that the date on your computer is correct when you are working in Sage Pastel. Sage Pastel will not allow you to work in a company if your system date has been changed since the last time you worked in it. 16 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 1. To check your system date, place your mouse cursor over the clock in the bottom right hand corner of your screen. System Clock 2. The date will pop up in a little block over the clock. 3. The Date and Time Properties screen will allow you to set the time and date for your system. You will also set the time zone you live in on the Time Zone tab. To change the date or time, double click on the clock at the bottom right hand corner of the screen and the Date and Time Properties screen will open. 4. Click on the Apply button and then the OK button to save any changes that you made to the date and time. [ Change screen resolution ] Your screen resolution refers to the amount of pixels used to fill your computer screen. Partner V12 requires a screen resolution not less than 1024 x 768 for all information to display correctly. If your screen resolution is set too big, for example 800 x 600, your processing screens in Sage Pastel will not fit on the page and you will have to scroll up and down and to the left and right while you are working, which can be very frustrating. Also, some of your icons will overlap, making it difficult to select them. If your screen resolution is smaller, for example, 1280 x 800, Partner V12 will still display. The only issue with a screen resolution that is smaller is that the display is smaller and you may strain your eyes to view small print on your screen. 17 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 1. To set your screen resolution, you need to right click on an open space on your desktop. In the menu that appears, click on Properties. Your Display Properties screen will open. Click on the Settings tab. In the Screen Resolution section, ensure that the marker has selected 1024 x 768 pixels. Set your colour quality here. Slider to set screen resolution. In this screen, you can also determine if your computer screen can accommodate 256 colour processing. In the Colour quality section, the Highest setting should be for 32 bit colour. This means that your screen can handle software that requires 256 colours processing and higher. 2. Click on the Apply button to save your changes and the click on the OK button to close the screen. You have now successfully set up your computer for the Partner V12 installation. 18 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 B. Installing Sage Pastel Partner Version 12 Before installing any new software on your computer, it is always advisable to restart your computer. The installation process uses up memory and restarting your computer frees up the memory on your computer. To begin the Partner V12 installation, insert the installation disc into the DVD drive of your computer. The disc should start running automatically. If it does not, then click on Start…Run. In the screen that comes up, type d:\autorun.exe, where d: is the CD or DVD drive letter, as shown in the screen above. Click on the OK button to run the command. We are now going to work through installing Partner V12. 1. The first screen that will open is called the Installation Landing Screen. On this screen, you can select the product you would like to install. 2. Click on Install My Product and the different Sage Pastel products will be listed. From the list that displays, click on Partner Version 12. 19 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 3. The Windows Installer will automatically start running on your computer. You will be prompted to install Partner V12 on your computer; click on Next. 4. On the License Agreement page that displays, read through the document and, if you agree to the terms, select the, I accept the terms in the license agreement option and click on the Next button. If you do not agree with the terms, select the option I do not accept the terms in the license agreement and the installation will abort. You are able to print the License Agreement for future reference. 20 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 5. In the next screen, you will select the Setup Type. Selecting the Typical option will install all the program features. If you would like to customise the installation, select the Custom option. It is recommended that you select the Typical installation and leave the custom option for experienced Sage Pastel operators. After making your selection, click on the Next button to continue. 6. The next screen is the destination folder screen. Do not change any of the settings on the screen unless you are absolutely sure you know what you are doing, then click on the Next button to continue. 21 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 7. Sage Pastel Partner V12 will now give you a message that it is ready to install and ask you to confirm your selections. Click on the Install button to begin the installation. As the installation runs in the background, a series of screens will display information about Sage Pastel Partner V12. Once you have clicked on the Install button, do not try to stop the installation. Stopping the Installation will cause corruption and problems on your computer. You should rather let the installation complete and then perform an uninstall afterwards. 8. When the installation process is finished, the InstallShield Wizard Completed screen will display. Click on the Finish button to complete the installation. If you have installed or removed software on your computer, it is advisable to restart your computer. 22 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 C. Decimal separator error When opening Sage Pastel Partner Version 12 for the first time on a Windows Vista™ or Windows 7 machine, you may receive the following Error Message. [ Resolving the error ] 1. Click on the Start button at the bottom left hand corner of your screen and then click on the Control Panel link. Control Panel Windows “Start” Icon 2. In Windows Vista, on the left hand side of the screen, click on Classic View and then double click on the Regional and Language Icon. Classic View Regional and Language Settings Icon 23 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 3. In Windows 7, on the top right hand side select Small Icons and then select the Region and Language icon. Small Icons Region and Language 4. In Windows Vista, on the Regional and Language Option screen, select the Formats tab. Ensure that your Current format is English (South Africa) and click on the button at the bottom right hand corner Customize this format. Formats tab Current Format Customize this format 24 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 5. In Windows 7, on the Regional and Language Option screen, select the Formats tab. Ensure that your Format is English (South Africa) and click on the button at the bottom right corner Additional settings. Formats Tab Format Additional Settings 6. Ensure that the settings selected in the Numbers tab is formatted as follows: Numbers Tab Decimal symbol for Numbers must be the same as for Currency. List separator symbol must be the same as for Numbers and Currency. If the symbol that you would like to use as your separator is not in the drop down list, then in the field, press the symbol on the computers keyboard to insert it. 25 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 7. Next select the Currency tab and ensure the following settings have been selected: Currency tab. Decimal symbol for Currency must be the same as for Numbers. 8. Set the time format to the following: Time tab. 26 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 9. Lastly check that the date format is set so that the Short date format reads dd/MM/yy and the Long date format reads dd MMMM yyyy. Confirm that your settings are the same as the settings in the screen that follows. Date Tab. Click Apply and OK. 10. Once all settings have been changed, click the Apply button and then the Ok button. 11. It is always recommended that you restart your PC in order for the new settings to take effect. 12. If you now open Sage Pastel Partner V12, there will be no error message. D. Registering your Partner Version 12 Your Partner V12 software will need to be registered within 30 days of installation. After 30 days or 200 transactions, the demo version will expire. Your educational version will remain active for a limited period of time or 2500 transactions, whichever comes first. 1. To register your Partner V12, you will need to open the program. When Partner V12 was installed, a shortcut icon was created on your desktop. 2. Double click on the Sage Pastel Partner Version 12 shortcut icon to open the program. 27 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 If a shortcut icon was not created on the desktop, click on the Windows Start button and select All Programs...Sage Pastel...Pastel Partner Version 12. From the list that displays, right click on Sage Pastel Partner Version 12 and select the Send to option. A menu will open. Click on the option Desktop (create shortcut). A shortcut icon will now be placed on your desktop. 3. The Welcome to Pastel screen will display. Click on the Next button. 4. On the Registration Type screen, select the Local/Server Registration option and then click on the Next button. 28 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 5. The Registration Details screen will now open. 6. You will first need to put a tick in the tick box next to Educational Pack. Click on the tick box next to Educational Pack. 7. Remove the tick that is next to Register Online. To remove the tick, click on the tick box and the tick will be removed. 29 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 The Educational Pack CANNOT be registered online. Online registration is reserved for packages that have been purchased by businesses and are issued Base Serial Numbers. 8. You now need to remove the tick next to Educational Pack and then replace the tick back next to Educational Pack. Click on the tick box to remove the tick and click on the tick box again to replace the tick back. 9. Press Ctrl + Shift + T, all together on your computer’s keyboard. 10. A Registration Assistant pop-up box will appear. 30 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 If the box does not appear, remove the tick next to Educational Pack and put the tick back. Press Ctrl + Shift + T again on the computer keyboard. 11. In the Registration Assistant pop-up box, type in the Educational Registration Code printed below. Educational Registration Code KSXTM-XQZZZ-HSRMV-PWSWN-MXKTM-PWRKV-VVPVVVKVYV-MVVVV-VVVJN-RPSK 12. Click on the OK button. You will return to the Registration Details screen as indicated below. Click on the Next button to continue with the registration process. 31 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 13. If you receive the following message, click on OK to continue. This is informing you that there is a different Pervasive database running on your computer. The Registration Code is compatible with both versions of databases. 14. The last screen of the Registration Assistant is a Summary of your registration details. This screen can be accessed at a later stage by clicking on Help...About once you have opened Sage Pastel Partner V12. 15. Click on the Next button and you will receive the Registration Complete screen. You can now click on the Finish button to complete the registration process. 32 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 16. The first screen that opens is the Sage Pastel Welcome screen. To close the screen, click on the Close button. 17. If you would like to open this screen again, select Help…Welcome to Pastel Accounting from the main menu. To close the screen, click on the Close button. 33 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Lesson 1 18. In lesson 2, we will open the demo company and work through the navigation of Sage Pastel Partner V12. To close Pastel, click on File...Exit Pastel from the main menu. 19. Sage Pastel Partner V12 will now close. In this lesson, you went through the three steps to get Partner V12 ready for processing. You prepared your computer for installation, paying attention the following areas: System requirements; Installing and setting up a printer driver; Checking your system date; and Setting your screen resolution. You then installed Sage Pastel Partner V12, using the Typical settings for the installation. Once installed, you registered the Partner V12 program using the Educational registration code. You are now ready to start acquainting yourself with Sage Pastel Partner V12. 34 SAGE PASTEL PARTNER VERSION 12 Version 12.1 Training Manual Lesson 1 1. List four of the system properties that Sage Pastel recommends you have on your computer to use Sage Pastel Partner V12. 35
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