Integration with Microsoft Word

Q. How do I install the Microsoft Word Macros?

1. Click Start/Programs/Desktop Set/Accessories/Windows XX Setup.

2. Check the option marked ďInstall templates for Microsoft WordĒ.

3. Click OK to begin installing the templates. DeskTop Set will automatically detect the version of Word you are using, and install the appropriate templates.

Troubleshooting Btrieve

Q. I am getting WBTRCALL and Error 100x Messages.

Many programs use Btrieve, a third-party database engine that is not always compatible between different versions. If you receive a Btrieve-related message, or an Error 100x message, it is likely that a second, incompatible version of Btrieve is installed on your system.

The issue is often easily resolved. Search for the following files on your system:

* BTI.INI * WBTRCALL.DLL

BTI.INI should appear only in c:\windows and c:\dts\programs\system. If other copies are the same size as the copies in these locations, rename all other copies to BTI.OLD to disable them (your other applications will now be able to use the same version of Btrieve as DeskTop Set).

WBTRCALL.DLL should appear only in c:\dts\programs. Please rename all other copies to WBTRCALL.OLD. If other Btrieve-dependent applications report Btrieve-related errors, you can also copy the file in c:\dts\programs into c:\windows\system so that the other application will access the same Btrieve version as DeskTop Set.

Once this is done, reboot your system and run DTS again. You should not receive any further Btrieve-related messages.

Q. After installing DeskTop Set, Peachtree Accounting will not run.

DeskTop Set and Peachtree Accounting both use Btrieve, a third-party database driver. In order to allow Peachtree and DeskTop Set to run properly, you will need to edit a Btrieve settings file on your machine:

1. Using Notepad, open the file c:\windows\bti.ini. 2. Locate the section of this file labeled [Btrieve Client]. 3. This section contains a line that begins with "Options=". This line lists a number of parameters. Add the text "/b:60" to the end of this line. 4. Select File/Save from Notepad's menu.. 5. Reboot your machine.

This setting will allow both DeskTop Set and Peachtree Accounting to use the same Btrieve drivers.

Using built-in Backup

Q. How can I back up individual files?

We strongly recommend backing up your entire DeskTop Set Data directory regularly, using backup software provided with Windows. This is the safest way to back your valuable information, so that in the case of an emergency, you have a complete copy of all your DeskTop Set data.

The Backup utility supplied with DeskTop Set was designed in the era of floppy disks. Although it works, it is probably isn't as convenient and automatic as Windows-based.

In case you'll decide to backup individual files, here is what you'll need to do:

1. Run Backup, as you normally would.

2. Click the Backup tab.

3. Make sure that Backup is set to back up your files to the correct drive.

4. Click the Files button.

5. The column on the left lists general categories of files. Check the categories that you wish to back up, such as "All general data files."

6. The column on the left lists the specific files in each category. You can include or exclude any single file by double-clicking it to add or remove its checkmark.

7. When all the categories and/or specific files you wish to back up are checked, click OK. 8. Click OK again to begin the backup.

Q. The message "No files on backup disk" appears when I try to restore.

Most likely, you created a sub-directory when you backed up your data, or you have tried to restore from the second (or third, etc.) disk of a backup set. Specify the sub-directory where your files appear, or insert the first disk of your backup set, and try again.

Q. The message "Backup file is older than in data directory, do you wish to restore anyway?" appears when I try to restore.

This message means that the file on your computer has been changed since you made the backup.

If you wish to keep the copy of the file that is on the floppy disk (for example, if you are transferring your data between two machines), click Yes.

Click No if you wish to keep the copy of the file that is on the hard drive.

Network installation

DeskTop Set may be installed on network workstations by running the DeskTop Set Install program. The installation is no different than installing DeskTop Set on a single machine. There are, however, some operating guidelines that should be followed to avoid any difficulties in accessing the data:

1. All workstations must be running the same version of DeskTop Set.

2. Each installation must be assigned a unique serial number. DeskTop Set will not allow users with the same serial number to access data files on a network. You can view your serial number by choosing Help/Copyright from the menu.

3. Both your programs and data directories must be on a local drive so that your custom settings are preserved. Do not attempt to run DeskTop Set from a network drive, or allow two or more users to install to the same data directory.

4. Individual calendars or address books may be stored anywhere on the network. To open a calendar or address book file on the network, choose File/Open, and point to the drive and directory that contains the data. Once a file is opened, you may use its File Tab at the bottom of the screen to access the file.

Integration with WinFax

Q. My Address Book is not appearing in WinFax.

Please note that DeskTop Set is integrated with WinFax Pro 4, 7, and 8. You cannot access your Address Book files reliably in other versions of WinFax (including Lite versions).

Each time you launch Address Book, it checks your system for a link to WinFax Pro. If it doesn't find an existing link, it searches to see if WinFax Pro is installed on your computer. Once it finds WinFax Pro, it creates the link.

If the link appears to be broken, quit both applications. Restart Address Book, and then WinFax Pro. DeskTop Set will then appear in WinFax Pro's list of available phone books.

Sending E-mails

Q. Why doesn't the File/Send e-mail command work?

Itís easy to send an e-mail from DeskTop Set: just highlight a personís name, and choose File/Send e-mail from the Address Book menu. Your e-mail application will open, along with a new, pre-addressed e-mail message.

If the Send e-mail command is grayed out on your system, or if the command does not work, there are a few possible causes:

ó The record you have highlighted must have an e-mail address. Open the personís Folder, and click the All tab. If you have not entered the personís e-mail address into their record, enter it now.

ó You must be using a MAPI-compliant e-mail package, such as Microsoft Outlook, Outlook Express, or Eudora Pro. ďLightĒ versions of these applications may or may not work, depending on the application. Proprietary e-mail services such as AOL and Compuserve are not MAPI compliant, and will not permit you to send mail directly from DeskTop Set.

ó Your MAPI e-mail application must be configured as your MAPI Server.

This procedure will vary, depending on the application.  It's best to run e-mail software setup, and look for MAPI settings. Once found, enable MAPI and restart DeskTop Set.

Q. When I try to send an e-mail from Exchange, I get the message, " Unable to find the file c:\dts\programs\DTCMEX32.DLL".

This message may appear if you have (a) installed DeskTop Set, (b) uninstalled DeskTop Set, (c) installed Microsoft Outlook, and then (d) installed DeskTop Set into a different location than it was originally installed into.

If this happens, the above error may appear when you select the Compose/New message command from Outlook, or the File/Send e-mail command from DeskTop Set.

To resolve this error:

1. Quit all DeskTop Set applications, and Microsoft Outlook.

2. Use Windows Explorer to look inside your c:\Windows directory.

3. Delete the file named EXTEND.DAT.

4. Restart your PC.

You should then find that you are able to send e-mail normally.

Using vCards and vEvents

Q. What are vCards, and how can I use them?

vCards is a standard file format that makes it easy to exchange contact information via e-mail. vCard has a number of advantages: many programs recognize vCard files, the files are very small, and they are easy to send along with an e-mail. When you use vCard files with DeskTop Set, they provide a simply way to add new contacts to your address book.

To begin including your name, address, phone number, and other information with your emails, you must first set up your vCard. You will only need to do this once (unless you wish to create multiple vCards, or change the contents of your vCard).

Setting up your vCard:

1. Enter your own information into your address book, if you have not done so already. Feel free to fill in all your contact information; later, you can decide how much of this information will be included in your vCard.

2. Highlight your name in Page View, or double-click your name to open your Folder.

3. From the menu, choose File/VCard/Setup. The vCard Setup window will appear.

4. Click any "Available" field, and then the Add button, to add the field to your vCard.

5. Click any field in the "Export these fields" list, and then the Remove button, to remove the field from your vCard.

6. Keep in mind that because vCard is a standard format, you cannot change the order in which the fields appear. When you are finished, click OK.

Your vCard is now configured, and ready to be created.

Creating your vCard

Your "card" is a small file that you can attach to your outgoing email, so that the recipient has all of your important contact information in an organized format. To create your vCard, follow these steps:

1. Make sure you are satisfied with the information included in your vCard (see "Setting up your vCard" above).

2. Highlight your name in Page View, or double-click your name to open your Folder.

3. From the menu, choose File/vCard/Export.

4. By default, your vCard file will be your name, followed by ".vcf". Consider accepting this default name, as it will make it very easy for others to recognize your card when you send it to them.

5. Click OK to save your card.

Your card is now saved, and ready to be sent along with your outgoing email.

Sending your vCard with an e-mail:

Once your vCard is created, you can send it with any outgoing e-mail. You can use the vCard over and over; it is not necessary to create a new card every time.

To include your vCard with an e-mail:

1. Compose a new e-mail message, as you normally would. If you are sending the e-mail to someone in your address book, and your e-mail editor is MAPI-compliant, you can do this by clicking the personís name in Address Book and choosing File/Send e-mail from the menu.

2. When you are finished writing, attach your vCard file to the e-mail. Remember that by default, your vCard file is stored in your DeskTop Set data directory, and has the filename yourname.vcf, where yourname is your own name. The procedure for attaching the file will vary, depending on your e-mail editor. Please consult your editorís documentation for instructions on attaching files to your mail.

3. Send your e-mail.

You have now sent the recipient two items: your e-mail message, and your vCard. Your vCard is a small text file, and when the person opens it, they will have your name, phone number, address, and any other information you chose to include in one place.

If the recipient is using DeskTop Set, or if someone sends you a vCard, this file is even more useful:

Receiving vCard information from others:

DeskTop Set makes vCards even more useful, because your address book knows exactly what to do with them.

To add vCard information to your address book:

1. When you receive an e-mail that contains the senderís vCard, your e-mail editor will show the card as a file attachment. The card will be named sendername.vcf, where sendername is the senderís name, or initials (for example, KTaylor.vcf).

2. When you read the e-mail, the *.vcf file will be shown in the e-mail, or in the e-mailís header information. This will vary depending on your e-mail editor.

3. Double-click the *.vcf file. If you cannot see the file in your e-mail editor, choose File/vCard/Import from the Address Book menu, locate the vCard file in the Import vCard window, and double-click the file.

4. A new address book Folder will open, and the personís vCard information will be filled in, automatically.

5. Fill in any other information you wish to include in this personís Folder, and then close the Folder.

6. The person is now entered into your address book, automatically.

Q. How can I use vEvents?

VEvents are similar to vCards, except vEvents let you send an event to someone via e-mail. When the person receives the vEvent, they can double-click it, and the event will be added to their calendar.

Sending vEvents

To send an event to someone:

1. Highlight the event in your Calendar. 2. To send the event, click File/vEvent/E-mail (event name) from the Calendar menu. 3. A pre-addressed e-mail will open. The vEvent will be attached automatically - simply send the e-mail as you normally would.

Receiving vEvents

When you receive an e-mail with a vEvent, simply double-click the vEvent attachment. It will then appear in your Calendar.

   


Support Index

DeskTop Set's
User Guides

Introduction

Address Book

Folders

Calendar

Dialer

Integration

Utilities

Technical Specifications

Overview


Address Book


Folders


Calendar


Dialer


Word Integration


How to Import

 

Download


Download DeskTop Set 6.5.5