Tool & Asset Manager 2.

User's guide
2015
 Table of contents
Getting Started ...........................................................................................................................................................4
Installation ............................................................................................................................................................5
"Standalone" Edition ...................................................................................................................................6
"Network" Edition .........................................................................................................................................7
Modify the language ...........................................................................................................................................8
Barcode scanning ..............................................................................................................................................9
Barcode label printing window ............................................................................................................... 11
Add/Edit label printing template window ........................................................................................ 13
Populate the data ............................................................................................................................................ 15
Check In/Out assets ....................................................................................................................................... 17
Asset booking .................................................................................................................................................. 19
User access management ............................................................................................................................. 20
Using the grids ................................................................................................................................................. 21
Grid's contextual menu............................................................................................................................ 25
User interface ......................................................................................................................................................... 28
"General" tab.................................................................................................................................................... 29
Main window (Assets management) ...................................................................................................... 30
"General info." tab ............................................................................................................................. 33
"Transactions log" tab ....................................................................................................................... 34
"Service schedule" tab ...................................................................................................................... 35
"Completed services" tab ................................................................................................................. 37
"Parts used" tab ................................................................................................................................. 39
"Incidents" tab..................................................................................................................................... 41
"Notes" tab .......................................................................................................................................... 42
"Attached files" tab ............................................................................................................................ 43
"Reminders" tab ................................................................................................................................. 45
Personnel ................................................................................................................................................... 46
Booking....................................................................................................................................................... 50
Check out form ......................................................................................................................................... 52
Check out receipt ............................................................................................................................... 54
Check in form............................................................................................................................................ 55
Check in receipt ................................................................................................................................. 57
Parts inventory .......................................................................................................................................... 58
Orders ......................................................................................................................................................... 59
Technical support...................................................................................................................................... 60
"Configuration" tab .......................................................................................................................................... 62
Master services ......................................................................................................................................... 63
Master services lists ................................................................................................................................ 64
Vendors ...................................................................................................................................................... 66
Selection fields .......................................................................................................................................... 68
Settings....................................................................................................................................................... 70
General settings ................................................................................................................................. 72
Display settings .................................................................................................................................. 73
Messaging settings ............................................................................................................................ 74
Information about your company .................................................................................................... 75
"Security" tab.................................................................................................................................................... 76
Access levels ............................................................................................................................................ 77
Users........................................................................................................................................................... 78
Security options ........................................................................................................................................ 79
Inventory locations .......................................................................................................................................... 81
 Asset types....................................................................................................................................................... 82
System administration ........................................................................................................................................... 83
Installation ......................................................................................................................................................... 84
"Standalone" Edition ................................................................................................................................ 85
"Network" Edition ...................................................................................................................................... 86
Backuping your database .............................................................................................................................. 87
 Getting Started
Read the following topics to learn how to quickly start using Tool & Asset Manager 2.0. These topics will give you
a brief overview of how Tool & Asset Manager 2.0 works, and as it is very easy to use, a brief overview is all you
will need!
 Installation
The following topics will guide you through installation steps.

"Standalone" edition will let you use the software on only one computer while the "Network" edition will let you
share the database and program over your local network. You can install the "Network" edition on as many
computer as you want on your local network.
 "Standalone" Edition
"Standalone" edition will run on only one computer. It will not be possible to share the data among many users
like it is with the "Network" edition.

Installation is very easy:

1. Download the installation file from this link: http://www.vinitysoft.com/download/vfm40.exe

2. Run the file and follow the steps.

Tool & Asset Manager 2.0 will start automatically at the end of the installation process.
 "Network" Edition
The "Network" edition will let you share the database and program over your local network. You can install the
"Network" edition on as many computer as you wish on your local network. It is possible to limit access to certain
sections of Tool & Asset Manager 2.0 using the security features. See the User access management topic for
details.

The database engine used by Tool & Asset Manager 2.0 is Firebird. It is powerful and reliable. We use it for our
applications since 2007.

Please read this procedure to learn how to install Tool & Asset Manager 2.0 on your local network: http://
www.vinitysoft.com/download/NetworkSetupVFM40.pdf

If you are using Tool & Asset Manager 2.0 in trial mode, you can still install it on your local network. Just don't pay
attention to activation steps of the procedure.

If you want to share the program with remote locations, please read this procedure: http://www.vinitysoft.com/
download/RemoteServerAccess.pdf
 Modify the language
You can change the language of Tool & Asset Manager 2.0 from this menu:
 Barcode scanning

About barcode readers

Tool & Asset Manager 2.0 works with all types of barcode readers that support keyboard emulation (most do).
These readers are sometimes referred to as “keyboard wedge” or just “wedge” type scanners. These type of
barcode readers plug into your computer through a USB port, and when a barcode is scanned, the reader sends
the barcode number to your computer just as if you had typed it in using the keyboard. The advantage the
barcode scanner brings is that it can be faster and more accurate than typing in the barcode number yourself,
and it will bring up the existing records in the database quickly. There are a variety of models available, and we
recommend getting started with a model in the $25 - $75 range to get started if this is new to you. You can find
some available on eBay in this price range at the following link: barcode readers on ebay.

How to use barcode scanners in Tool & Asset Manager 2.0

When you see this symbol in the top right of a grid, it means that a barcode scanner can be used on it:

To peform a search using the barcode reader, just click once on the grid to put the focus on it, then scan a
barcode label. If a corresponding item is found in the grid, the add/edit window will open to let you edit the details.

In some windows you will find this kind of frame that will let you do a search using a barcode scanner:

Just place the cursor in the "Barcode" text box then scan a barcode label. If an item is found, it will be
automatically selected in the drop down list below the barcode text box.

Barcode label printing

To print barcode labels, you need to select every items of the grid for which you want to print a label. Then there
is two method to display the barcode printing label window:

1. Click on this symbol in the top right of the grid:

2. Right click on the grid and use this menu:

See Barcode label printing window for more details.

 Barcode label printing window

List of label templates

Let you manage the label templates available for printing. The selected template is the one that is used
for the print preview at the right of this screen. See Add/Edit label printing template window for more
details.

Label (text that will be printed below the barcode)

Let you select the elements to display below the printed barcode. For example:
Dimensions of the template

Indicates the dimensions of the selected label template.

 Add/Edit label printing template window

Dimensions of the label

Indicates the dimensions of the labels in this template. This is for reference only and will not affect the
printing.

Name of the template

Manufacturer

Measuring unit used in this template

Click here to save or cancel any modification

 Populate the data
Data may be entered into the database manually or by importing from MS Excel Sheets (some grids only). To
know if a grid allow Excel import, right the grid and check if the following menus are enabled:

See this video tutorial to learn how you can import data from MS Excel Sheets.

Data may be entered in any order as needed; however, it can be helpful when you start out to enter your data
in the order described below for a smooth flow, minimizing the back-and-forth jumping from one area of the
database to another. Below is a summary of the steps to populate your database.

Step 1: Selection Fields

Go to menu "Configuration - Selection Fields" to add values for "Job titles", "Departments", "Types of vendors",
"States/Provinces", "Manufacturers", "Asset Types", "Asset Conditions", "Asset Statuses", "Loan Agreements"
and "Measuring Units". If you don't have all of the data now, that's ok. You can always enter it in later, but
entering it now will allow you to easily select it when adding Asset and Personnel records in the following steps.

Step 2: Personnel
Next, go to menu "General - Personnel" to add, edit or delete persons. These persons will be available for "Check
in" and "Check out" of assets.

Step 3: Vendors
Vendors are used for services and parts ordering. You can access vendors from menu "Configuration - Vendors".
Step 4: Assets
After entering the Selection Field Values, Personnel, and Vendors, you can add Asset records and use the
drop-down fields to select from the existing values that you have set up. You can access assets from menu
"Configuration - Assets". This is the main view that is always loaded at the startup of Tool & Asset Manager 2.0.

Step 5: Configure users and access levels

You can setup users and access levels if you want to prevent users to access some section of Tool & Asset
Manager 2.0. See User access management topic to learn how to create access levels and users.

Step 6: Configure email

You can set an outgoing email address that will be used to send the list of active reminders periodically to
selected recipient(s). See this section for more details.
 Check In/Out assets
Check out asset to personnel
To check out one or more assets just select them from the grid:

*Please note that it's not mandatory to select assets from this grid. When many assets must be checked out, you
can go directly to the Asset's Check Out form (see the following steps) and use the barcode reader to quickly
check out assets.

Once it's done you can either:

1. Use this button:

2. Or right click the grid and use this menu:

The Asset's Check Out form will open to let you add or remove assets. See this topic for more details about the
Asset's Check Out form.

Check in returned assets from personnel

To check in on or more assets returned by a person just select them from the grid:
*Please note that it's not mandatory to select assets from this grid. When many assets must be checked in, you
can go directly to the Asset's Check In form (see the following steps) and use the barcode reader to quickly
check in assets.

Once it's done you can either:

1. Use this button:

2. Or right click the grid and use this menu:

The Asset's Check In form will open to let you add or remove assets. See this topic for more details about the
Asset's Check Out form.
 Asset booking
With this feature you can set assets unavailable for check out, for a certain period of time, for anyone else than
the selected person.

See this topic for more details on asset booking creation.

 User access management
You can restrain access to certain section of Tool & Asset Manager 2.0 by using the security features. To do so,
you need to create access levels and users.

Access levels
Each access level is a group of parameters that defines which section is available (Access denied, Read only
or Full control) to users assigned to it. For example, an access level could be created for administrators. This
access level would give an administrator full control over any section of Tool & Asset Manager 2.0 while you
could create an access level for regular employees that would only give them access to assets management.
See this topic for more details:

Users
Once you are done creating your access levels, you can add users and assign them one of these newly created
access level. You can create users from the Users Management window. User login must be activated in
"Security - Options" menu. Once everything is set, a username and a password will be required at the startup of
Tool & Asset Manager 2.0. See this topic for more details:

Activate users login

To activate users login so the authentication window will show up at startup of Tool & Asset Manager 2.0, you
need to enable the corresponding option from this window:
 Using the grids
This topic is about the general functioning of the grids.

Barcode symbol

This symbol indicates that you can use a barcode scanner on this grid. If you select one or more rows
and click on this symbol, the barcode label printing window will open to let you print the selected barcode
labels.

Search panel

This search box allows you to perform a search among every elements of the grid. You can hide this
search panel. To do so, right click the grid and use this menu:
Grouping panel

This panel allows you to group elements of the grid. Just drag and drop one or more column header to
this panel to add groups. You can hide this panel. To do so, right click the grid and use this menu:

Hide and move columns

To move a column: Just drag and drop the column header to the desired position.

Hide a column: Right click the column header and use this menu to show the column chooser:
 Then drag and drop the column header you want to hide to the "Column Chooser" panel:

Button "Add"

This button lets you create a new row by opening the "Add/Edit window" for this grid.

Button "Edit"

This button lets you edot the selected row by opening the "Add/Edit window" for this grid.

Button "Delete"

This button lets you delete the selected row(s).

"Active" check box

 If data of this grid can be set inactive, this check box allows you to show active rows.

"Inactive" check box

If data of this grid can be set inactive, this check box allows you to show inactive rows.
 Grid's contextual menu

Print barcode labels

This menu opens the Barcode label printing window to let you print barcode labels from the selected
rows of the grid.

Add

Same action as the "Add" button of the grid.

Edit

Same action as the "Edit" button of the grid.

Delete

Same action as the "Delete" button of the grid.

Print preview (grid)

To show a print preview of the data actually displayed in the grid.

Quick print (grid)

To print the data actually displayed in the grid.

Export

To export data from the grid.

Generate a template for Excel import

Use this menu to generate an Excel sheet with the formatting required to import data in this grid. See this
video tutorial to learn how to import data from Excel.

Import from Excel

Use this menu to import data from an Excel file that was previously created with the "Generate a
template for Excel import" menu. See this video tutorial to learn how to import data from Excel.

Toggle grouping panel display

Use this menu to show or hide the grouping panel of the grid. This panel allows you to group the data of
this grid by one or more columns:

Toggle search panel display

Use this menu to show or hide the search panel of the grid:

Toggle attached files grid display

If the grid has an "Attached files" grid related to it, use this menu to show or hide this grid.
 User interface
Detailed description of the user interface.
"General" tab
 Main window (Assets management)

Button "Check in"

Open a new Check in form. If assets are selected in the grid, they will be automatically added to the
form.

Button "Check out"

Open a new Check out form. If "In storage" assets are selected in the grid, they will be automatically
added to the form.

Button "Locations"

Use this button to show/hide the tree list of inventory locations. If the tree list is shown, the list of assets
will display assets that belongs to the selected location only.

Button "Asset type"

Use this button to show/hide the tree list of asset type. If the tree list is shown, the list of assets will
display assets that belongs to the selected type only.

List of assets
 This is the list of tools and asset that are currently registered in Tool & Asset Manager 2.0. The elements
at the right of the window are all related to the asset that is selected in this grid.

"General info." tab

See "General info." tab

"Transactions log" tab

See "Transactions log" tab

"Service schedule" tab

See "Service schedule" tab

"Completed services" tab

See "Completed services" tab

"Parts used" tab

See "Parts used" tab

"Incidents" tab

See "Incidents" tab

"Notes" tab

See "Notes" tab

"Attached files" tab

See "Attached files" tab

"Reminders" tab

See "Reminders" tab

 "General info." tab

Due return date

The date the selected asset should be returned. If this label is yellow, it indicates that the asset is due for
today, if it is red, it indicates that it should have been returned already.

Checked out to

The person that is currently in possession of the asset.

 "Transactions log" tab

This tab displays every transactions (check out and check in) that were made on the selected asset.
 "Service schedule" tab

The service schedule will trigger reminders when services are due. Services that are registered in this schedule
were previously created in the master list of services.

"Service" column

The description of the service to perform.

"Service frequency" column

The frequency at which the service should be performed.

"Last performed" column

The date the service was last performed.

"Next service" column

The date the service should be performed next. When a cell from this column is red, it indicates that the
service is past due. Assets with one or more due services will display in red in the list of assets at the left
of the window.

"Create reminder" column

If a reminder is set to display before the service is next due, this column will indicates the moment this
reminder will trigger.
"Convert to completed service" button

This button allows you to create a "Completed service" from the selected service(s).

"Cancel this service" button

This button allows you to skip services.

"Items related to this service" grid

This grid contains all items that are related to the selected service. E.g.: Parts to replace, labour, other
expenses.

When a service is converted to "Completed service", all those items are transfered too.

Add a list of services

Instead of adding services one at a time, use this link to add a list of services that were previously
created in the master services list window.
 "Completed services" tab

This tab contains services that were previously performed on the selected asset. It is also possible to display the
completed services of all the vehicle through this window:

"Date" column

The date when the service was performed.

"Technician in charge" column

The technician that was in charge for the service.

"Vendor" column

When a service is performed by an external company you can specify it here.

"Description" column

The description of the work performed on the asset.

"Cost" column
 The total cost of the service. This cost is calculated from the "Items related to this service" grid located
under the main services grid.

"Reference" column

Use this field to type in a reference number like an invoice number.

User defined fields column

There is four user defined fields available in the "Completed services". To edit the label of a user defined
field you have to double click on one of the services then click on "N/D:" in the "Add/Edit" window:

"Items related to this service" grid

This grid contains all the item that are related to the selected service. E.g. parts to replace, labour, etc.

"Attached files" grid

This grid lets you attach files to the selected service.

 "Parts used" tab

This tab contains the list of parts that were previously used for servicing the selected asset.

"Number" column

Indicates the part number.

"Description" column

The description of the part.

"Manufacturer" column

The manufacturer of the part. Manufacturers are defined in the Selection fields management window.

"Vendor" column

The vendor of the part.

"Unit price" column

The unit price of the part at the time it was used.

"Used on" column

The date the part was used.

"Warranty expires on" column

Indicates the expiry date of the warranty for this part if there is any.
"Show what this was used for" button

This button allows you to display the service for which this part was used.
 "Incidents" tab

This tab contains the list of incidents related to the selected asset.

"Date" column

Date of the incident.

"Person" column

The person involved in this incident (optional).

"Reference" column

Use this field to type in a reference number.

"Note" column

Details about the incident.

 "Notes" tab

This tab contains notes about the selected asset. There is a reminder date that will trigger a reminder when
reached. You can display the notes for all of the assets from this window:

"Submitted..." column

Date of creation of the note.

"Status" column

Three status are possible:

1. Not acknowledged
2. Processing
3. Acknowledged

Si la date de rappel est atteinte et que la note n'est pas à l'état "Traité", un rappel est déclenché.

"Reminder date" column

When this date is reached and the note is not in "Acknowledged" status, a reminder is triggered.
 "Attached files" tab

This tab allows you to attach files to the selected asset. Please note that attached files are not stored in
the database. Only their path is. So, to make sure your files are accessible from any client, you need to
place these files in a public folder that everyone can access and use a path that everyone can access
too.

Edit the file path of more than one file at once:

To edit more than one file path, select every file you want to edit, right click the grid and use this menu:

This box will appear to let you edit the paty:

"Path" column
 Indique le chemin du fichier.

Rows that appears in red...

When a row is red, it indicates that the file cannot be found at this location.

"Open file" button

Use this button to open the selected file.

 "Reminders" tab

This tab displays all the active reminders related to the selected asset. You can show the reminders for all of the
assets from this window:

"Reminder type" column

Indicates the type of the reminder. E.g.: Service due, note expired, user defined field expired, etc.

"Required by" column

Indicates the date the reminder was required.

 Personnel

"General info." tab

General information about the selected person.

"Contact info." tab

Contact information of the selected person.

"User defined fields (simple)" tab

This tab allows you to define up to 8 user defined fields. To edit the label of a user defined field, click on
"N/D:" and type in the label definition you want:

"User defined fields (with date)" tab

 This tab allows you to define up to 8 user defined fields with an expiration date. To edit the label of a user
defined field, click on "N/D:" and type in the label definition you want:

Expiration date will trigger a reminder when reached.

"Assets in hand" tab

The list of assets the selected person is actually responsible of.

"Transactions log" tab

The history of transactions (check in/out of assets) the selected person has made so far.

"Incidents" tab

This tab allows you to record incidents that may occurs with assets.

"Notes" tab

This tab allows you to take general note about the selected person. There is a reminder date available
for notes. This date, if set, will trigger a reminder when reached.

"Attached files" tab

This tab allows you to attach files to the selected person. Please note that attached files are not stored
in the database. Only their path is. So, to make sure your files are accessible from any client, you need
to place these files in a public folder that everyone can access and use a path that everyone can access
too.

Edit the file path of more than one file at once:

To edit more than one file path, select every file you want to edit, right click the grid and use this menu:
 This box will appear to let you edit the paty:

"Check in" button

This button will open a new Check in form to let you check in assets from the selected person.

"Check out" button

This button will open a new Check out form to let you check out assets to the selected person.

List of personnel

The list of personnel existing in Tool & Asset Manager 2.0. Data at the right of the window are all related
to the person that is selected here.
Hourly wage

The hourly wage is used to calculate services expenses.

 Booking

You can access this window from this button:

This window lets you create reservations for assets. When an asset is reserved by an employee, it cannot be
checked out to someone else. A message will warn you if you try to checked out a reserved asset.

You can create a new reservation using the corresponding button at the top left of the toolbar, or you can right
click the calendar and use this menu:

This window will popup:

If you select a person, you will be allowed to check out the item to this person only.
 Check out form

This form is used to check out one or more assets to personnel. It will appear when the "Check out" button or

menu is pressed:

Select the custodian

The "Barcode" box will let you easily found the person by scanning it's badge.

Set status to

Lets you select the status the assets will have once the form is saved. By default, this value is set to
"Checked out". If you select another value, it's this new value that will show up for the next check out
form.

Comments

Some comments about this transaction.

Assets to check out

 The list of assets to check out to the selected custodian. Use the "Add" button to add assets to this list.
This selection window will appear:

You can use a barcode scanner to add assets.

Print check out receipt

If this box is checked, a check out receipt will print once the form is saved.
Check out receipt
 Check in form

This form is used to check in one or more assets. It will appear when the "Check out" button or menu is pressed:

Set status to

Lets you select the status the assets will have once the form is saved. By default, this value is set to "In
storage". If you select another value, it's this new value that will show up for the next check out form.

Set location to

Lets you select the location of the assets once the form is saved.

Set condition to

Lets you select the condition of the assets once the form is saved.

Comments

Some comments about this transaction.

Assets to check in
 The list of assets to return. La liste des articles à retourner. Use the "Add" button to add assets to this list.
This selection window will appear:

VoYou can use a barcode scanner to add assets.

Print check in receipt

If this box is checked, a check in receipt will print once the form is saved.
Check in receipt
 Parts inventory

You can access this window from this button:

This window will let you manage parts used for servicing the assets. See "Completed services" tab.

The list at the left contains the parts and the list at the right contains transactions made for the selected part.

"List of parts" grid

Contains the parts that are actually registered.

"Locations" button

This button will let you display the tree view of locations. If this tree view is displayed, only parts
associated to the selected location will show in the list of parts.

"Inventory transactions log (selected part)" grid

This grid shows all the transactions that were previously made on the part that is selected in the list of
parts.
 Orders

You can access this window from this button:

This window will let you manage ordering of parts for your inventory.

The list at the top contains orders while the list at the bottom contains items included in the selected order.
 Technical support

License information

This is info about your license of Tool & Asset Manager 2.0.

Bug reports

If a bug happen, it is recorded as a text (.txt) file here. You can use the button to send us bug reports by
email.

Database
 Indicates the location of the database file Tool & Asset Manager 2.0 is actually connected to.

Host computer: If you are running the software in multi-user mode, the name of the computer that hosts
the database file will appear here. If you are running the software in "Standalone" mode, "(local)" will
appear here.
Database folder: The full path of the database file on the host computer.

If you are running Tool & Asset Manager 2.0 in "Standalone" mode, you can send the database file by
email using the button "Send database by email".

Appearance and layout of the visual elements

You can modify the appearance and layout of many elements while using Tool & Asset Manager 2.0. For
example, you can move, remove or resize columns from every grid, change the parameters of reports,
etc. This section allows you to initialize appearance and layout of these elements to their original state.
"Configuration" tab
 Master services

You can access this window from this button:

This window lets you enter master services that will be used to create service schedules.

"Description" column

The description of the service to perform.

"Service frequency" column

The frequency at which the service should be performed. A reminder will be triggered when the service is
due.

"Create reminder" column

If a reminder should be triggered before the date the service is due, this column indicates the moment
when this "pre-reminder" will trigger.
 Master services lists

You can access this window from this button:

This window will let you create master services lists. It's easier to create service schedules when you do it from
services lists instead of adding all the services one by one. You can use this button in the service schedule to add
master services lists:

"Master services lists" grid

Contains all the services lists.

"Services that belongs to the selected list" grid

Contains the list of services associated with the selected services list at the left.
 Vendors

You can access this window from this button:

List of vendors

Contains the list of all the vendors.

Bing map displaying the vendor's address

 This map display the location of the selected vendor.

Open in browser

Open an internet browser and display the location with Google Maps.
 Selection fields

You can access this window from this button:

This window will allow you to manage the selection fields that are used in Tool & Asset Manager 2.0.

Content of page 1

• Job titles: The job titles that are required to create personnel
• Departments: The departments used to create personnel
• Types of vendors: The types of vendors used to create vendors
• States/Provinces
• Manufacturers: Used for assets and parts (parts from the part inventory that are used for servicing
assets)
• Asset types: Asset types are used to group the list of assets. Use this button to display the tree view of
asset types in the main window:
Content of page 2

• Asset conditions: The list of asset conditions that are used at the asset level. For example: New, Fair,
Good, etc.
• Asset statuses: For example: Checked out, In storage, Out for repair, etc.
• Loan agreements: Terms and conditions that personnel must accept when checking out assets.
• Measuring units
 Settings

You can access this window from this button:

"General" tab

See General settings

"Display" tab
 See Display settings

"Messaging" tab

See Messaging settings

"Information about your company" tab

See Information about your company

 General settings

Check for updates

If this box is checked, Tool & Asset Manager 2.0 will check if an update is available at startup.

Default number of days before a reminder

When creating a service schedule, it's possible to define a reminder that will be triggered before the
expiration date of the service. The default number of days for this "Pre-reminder" can be defined here.
 Display settings

"Show/Hide tabs" button

This button will let you select which tabs you want to display or hide in the main window.

Select application theme

To change the theme (skin) of the application.

 Messaging settings

This tab lets you set emailing parameters that are required to send reminders list periodically.

List of recipients for the reminders list

Reminders are sent periodically to these recipients. You can select the frequency you want the list to be
sent when you create a new recipients:
 Information about your company

This tab is to enter information about your company. Some info is used in the reports.
"Security" tab
 Access levels

You can access this window from this button:

This window lets you configure access levels to assign to users.

You can set access levels and users. This limits access to various features of the software for some users. To
enable the management of users, you must check the "Activate users login" check box of the Security options
window. When opening the software, a window will prompt the user to log in with his username and password.

The special 'admin' username give access to all the features of the program. By default, the 'admin' password is
empty. You can change the 'admin' password from the Security options window.
 Users

You can access this window from this button:

This window lets you configure users. You need to create access levels first. You will then be able to assign these
access levels to users while creating them .

Vous pouvez configurer des niveaux d'accès ainsi que des usagers. Ceci permet de limiter l'accès à diverses
fonctionnalités du logiciel pour certains usagers. Pour activer la fonctionnalité de gestion des usagers, vous
devez cocher la case "Activer la gestion des usagers" de la fenêtre Options de sécurité. Lors de l'ouverture du
logiciel, une fenêtre demandera à l'usager de s'identifier à l'aide de son non d'usager et de son mot de passe.

Le nom d'usager "admin" est configuré par défaut avec un mot de passe vide. Ce nom d'usager donne accès à
toutes les fonctionnalités du logiciel et il ne peut être supprimé. Vous pouvez toutefois modifier son mot de passe
en utilisant le bouton prévu à cet effet dans la fenêtre Options de sécurité.
 Security options

You can access this window from this button:

Activate user logins

You can activate or deactivate user logins from this check box. If it's activated, a login form will ask the
user for a username and password before he can access Tool & Asset Manager 2.0.

Program locking
 You can define a lapse of inactivity before the software is locked. If Tool & Asset Manager 2.0 is locked, a
user will have to re-enter a username and password to access it.

Modify 'admin' password

Let you set the password for the special 'admin' username. This username give access to all the features
of the program. By default, the 'admin' password is empty.
 Inventory locations
In the main window, use this button to display a tree view containing inventory locations.

You can add, edit or delete locations from the contextual menu (right click on the grid).

When this tree view is displayed, only assets from the selected location will appear in the asset's grid.
 Asset types
In the main window, use this button to display a tree view containing asset types:

You can add, edit or delete asset types from the contextual menu (right click on the grid).

When this tree view is displayed, only assets from the selected type will appear in the asset's grid.
System administration
 Installation
The following topics will guide you through installation steps.

"Standalone" edition will let you use the software on only one computer while the "Network" edition will let you
share the database and program over your local network. You can install the "Network" edition on as many
computer as you want on your local network.
 "Standalone" Edition
"Standalone" edition will run on only one computer. It will not be possible to share the data among many users
like it is with the "Network" edition.

Installation is very easy:

1. Download the installation file from this link: http://www.vinitysoft.com/download/vfm40.exe

2. Run the file and follow the steps.

Tool & Asset Manager 2.0 will start automatically at the end of the installation process.
 "Network" Edition
The "Network" edition will let you share the database and program over your local network. You can install the
"Network" edition on as many computer as you wish on your local network. It is possible to limit access to certain
sections of Tool & Asset Manager 2.0 using the security features. See the User access management topic for
details.

The database engine used by Tool & Asset Manager 2.0 is Firebird. It is powerful and reliable. We use it for our
applications since 2007.

Please read this procedure to learn how to install Tool & Asset Manager 2.0 on your local network: http://
www.vinitysoft.com/download/NetworkSetupVFM40.pdf

If you are using Tool & Asset Manager 2.0 in trial mode, you can still install it on your local network. Just don't pay
attention to activation steps of the procedure.

If you want to share the program with remote locations, please read this procedure: http://www.vinitysoft.com/
download/RemoteServerAccess.pdf
 Backuping your database
To avoid loss of data, it is strongly recommended to backup your database periodically. There is only one file you
need to backp. The default path for this file is "C:\ProgramData\VinitySoft Data\VSOFT.FDB" and it's located on
the server computer (for multi-users installation). See the Technical support section to learn how to locate your
database file. We suggest you use a third party component to do a copy of this file in a safe place on a regular
basis.

Make sure to verify your backup from time to time.