Banker 2.0 Installation Notes ----------------------------- This document explains how to install Banker from a non SSD disk. Please read this document before proceeding. If you received Banker on an SSD, you can run Banker directly from the SSD by leaving it in one of the two SSD slots in your Series 3a, or by copying the complete contents of the Banker SSD to another Solid State Disk. Banker 2.0 comes with installation procedures to use with Psions Rcom software, and Mclink. (Rcom is the replacement for Mclink) MacIntosh users should refer to the file location list in this document for manually copying files. File for Installing with Rcom: ž Install.bat Installs to any Psion S3a disk Files for Installing with Mclink on a PC: ž Installm.mcl Installs to Internal Disk ž Installa.mcl Installs to Disk A ž Installb.mcl Installs to Disk B INSTALLING WITH RCOM: --------------------- 1. Create a Banker directory on your PC. 2. Copy the Banker 2.0 files to the Banker directory. 3. Run Rcom 4. From the Banker directory, type in Install I: ( or Install R: or Install L: ) based on which directory you want banker installed to. This assumes you are using R: and L: to refer to Disk A and Disk B on your S3a. 5. Exit Rcom 6. Upgrading? On your Series 3a, uninstall your old Banker icon. Do this by highlighting the icon, and press Psion. This is the hot key for removing an application. This has nothing to do with copying files. It only removes the icon from the system screen. 7. Next on the 3a press Psion to Install application. Change the Disk selector to the drive where your new Banker is installed. (A,B, or Internal) 8. Position the file selector to Banker_a.opa, and press Enter. You should now see the new Banker icon on the system screen. INSTALLING WITH MCLINK ---------------------- 1. Create a Banker directory on your PC. 2. Copy the Banker 2.0 files to the Banker directory. 3. Run Mclink 4. Use the appropriate above installation procedure based on which Disk you want to install Banker to. For example: Installing Banker to an SSD in A, you would type in @installa.mcl (You must include the @ symbol) This is assuming you are already running Mclink. If you have not established a connection, the installer wont work. This has nothing to do with Banker. Consult your 3Link manual. 5. The install procedure will copy the Banker files to their appropriate directories. 6. When the files are all copied, you're finished. 7. Exit Mclink 8. Upgrading? On your Series 3a, uninstall your old Banker icon. Do this by highlighting the icon, and press Psion. This is the hot key for Removing an application. This has nothing to do with copying files. It only removes the icon from the system screen. 9. Next on the 3a press Psion to Install application. Change the Disk selector to the drive where your new Banker is installed. (A,B, or Internal) 10.Position the file selector to Banker_a.opa, and press Enter. You should now see the new Banker icon on the system screen. INSTALLING MANUALLY ------------------- 1. Create a Banker directory on your PC. 2. Copy the Banker 2.0 files from the floppy disk to your PC or other desktop. File Locations: Filename Location ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ Banker_a.opa \App\ directory 3Bank2_a.opo \App\Banker\ directory 3Bank3_a.opo \App\Banker\ directory 3Bank4_a.opo \App\Banker\ directory 3Bank5_a.opo \App\Banker\ directory 3bQuick.opo \App\Banker\ directory B3Help_a.opo \App\Banker\ directory Maineng.opo \App\Banker\ directory Help.rsc \App\Banker\ directory Banker.fon \App\Banker\ directory Pel.pic \App\Banker\ directory Logo.pic \App\Banker\ directory Report.rpt \App\Banker\Report\ directory ÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ GETTING STARTED WITH BANKER 2.0 Once installed use the help file for a quick reference to new functions. Look over the menu options to get acquainted with the new features in Banker 2.0 Use the diamond key to switch between the different views in Banker. There are some special keys in Banker that are not referenced on the menu, but this is the exception. The <-> minus key is the hot key for the preferences. Ctrl = Balance by Data Ctrl = Show Current Balance/Cleared/Outstanding Ctrl = Use alternate "Enter Data" dialog (Opposite of preferences) ABOUT GROUPS It is helpful when starting Banker 2.0 to understand Groups and how they work. When you open a Banker file from the system screen, you are opening a Banker Group, not an Account. A Banker Group, not to be confused with a Psion Group, is a list of Accounts. You create this list by adding new accounts within the Group. You can also insert Accounts, which means that you can bring in your existing Accounts from Banker 1.0 if you're upgrading. CUSTOM CATEGORIES Quicken users should start out by importing their category list from Quicken, and then importing it into Banker. You must have at least one account created first, so... 1. Create an account 2. Export Categories only from Quicken (File menu/Export) 3. Copy the category qif file that you just created to the \Bank directory on your Psion. 4. Start Banker if it's not running. 5. Open an account in Banker 6. Choose "Quicken Options", or press the hotkey. 7. Choose "Import" and then "Import Categories". 8. Find the category qif file you copied to your Psion. 9. Choose a name for you new Banker category list. (maybe Quicken.cat) 10. Press Enter to start importing your Quicken categories. 11. Go back to the account list view. (Psion Shift) 12. Press Psion on each account, and update the category list to be used, changing it to use your new Quicken category list.