NAPIS® 'Step-by-Step' for Getting Started

INSTALL THE SOFTWARE

Follow the installation instructions available in the install.txt file found on the CD-ROM or with the on-line download. When NAPIS is installed, the data tables are empty and ready for entry. To view a set of sample data, follow the sample data instructions (also found in the install.txt file).

The NAPIS software follows a standard body of software design rules and conventions common to Windows programming. Take a look at these conventions to learn how to navigate through NAPIS.

CONFIGURE THE SYSTEM FOR YOUR USE

After you install NAPIS Lite, follow these 7 steps to configure the system for data-entry.

Step 1. Logon to NAPIS:

Open NAPIS Lite by double-clicking on the desktop shortcut or from the Windows program menu. Login using 'sa' for the User Name and leave the Password blank.

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Step 2. Manage Companies:

From the NAPIS main menu select Utilities | Companies to open the Company Data form. Enter a new record for your company and for each company managed by the system by selecting Record | New Record from the menu-bar. Multiple departments may be added in the grid at the bottom by tabbing through any empty fields or by using the down-arrow on your keyboard to create a new row. When you have entered all your companies, click the red back-arrow on the toolbar to return to the main menu.

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Step 3. Manage Personnel:

From the NAPIS main menu select Utilities | Personnel to open the Personnel Maintenance dialog. All persons managed by NAPIS must be entered in the personnel form, but it is not necessary for a registered person to be in every list. For example, a 'Collector' may not necessarily be a 'System User' or an 'Investigator'.

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Click on the 'Modify' button under the Persons list to open the Person Data dialog shown below. Enter a new record for yourself and for each person managed by the system by selecting Record | New Record from the menu-bar. For each record assign a unique Person ID. This can be a sequential number like '1000' or a text value such as 'hunter'. Fill out all other relevant fields. To associate a person with a company, click inside the text box beneath the title Company Lookup. A down arrow will appear on the right. Click on this arrow to select a company from a list. If the company you want does not appear in the list, click on the 'New Company' button to add a company as described in Step 2 above.

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Step 4. Assign Logon Privileges and Roles to Personnel:

The System Privileges allow a person to login to NAPIS when they are added to 'System Users', or to appear in pull-down lists within NAPIS if they are assigned as a 'Collector' or an 'Investigator'. From the NAPIS main menu select Utilities | Personnel to open the Personnel Maintenance dialog shown in the first part of Step 3 above. Click on the 'Modify' button under the System Users list to open the dialog shown below:

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Highlight a person's name on the left list and click the arrow button in the center to move the name to the right list. This action will open the User Name dialog shown below. Enter a unique User Name and a Password.

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Repeat these steps for the Collectors and Investigators lists; the Collector IDs and the Investigator IDs you assign will appear in pull-down lists on the NAPIS Collection, Chemistry, and LIMS forms.

NOTE: Usernames and passwords are tied to a particular set of data. If you change your dataset, e.g. from your own to sample data, the users, their roles and privileges that you defined for your personal dataset will not appear in the sample dataset. This means that if you set an administrative password for your personal dataset, it will not work for the sample dataset or any other dataset until you manually change it in the new dataset.

Step 5. Set the Latitude-Longitude Preferences:

From the NAPIS main menu select Utilities | Setup to open the NAPIS Setup / Preferences dialog. You will remain in this dialog for Steps 6 and 7.

Click on the 'Lat — Long' tab to select a preference for data-entry using the radio-buttons. The latitude-longitude data-entry format is modifiable, but the values are all stored in the NAPIS database as the GIS industry standard of degrees: decimal degrees.

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Step 6. Set the Collection ID Numbering Preference:

Click on the 'Collection Number' tab on the NAPIS Setup / Preferences dialog to select a preference for numbering types using the radio-buttons.

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The Name-Based Configuration is designed for botanists. Click the 'Configure' button to open the associated dialog as shown below. Enter values for the Name and for the Next ID number to enable the 'Add' button; click this to add the new numbering choice. For example, entry of SMITH and 201 will automatically assign the first Collection Number 'SMITH0201'. This number will auto-increment to give a value of 'SMITH0202' for the next record, and so on.

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The NCI Number-Based Configuration is designed for National Cancer Institute contract collectors and requires configuration. Click the 'Configure' button to open the associated dialog. Add values as required. This number will auto-increment to give a next value.

The Integer-Based Configuration assigns a sequential number and is managed internally by NAPIS starting with the number 1. This number will auto-increment to give a next value. Changing this starting number is a Database Administrator function and requires technical support.

The Custom Configuration allows free-form numbering and does not require configuration.

Step 7. Set the Site ID Numbering Preference:

Click on the 'Site Number' tab on the NAPIS Setup / Preferences dialog to select a preference for numbering types using the radio-buttons.

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The Integer-Based Configuration assigns a sequential number and is managed internally by NAPIS starting with the number 1. This number will auto-increment to give a next value. Changing this starting number is a Database Administrator function and requires technical support.

The Custom Configuration allows free-form numbering and does not require configuration.

You are now ready to begin entering data into NAPIS.