This Guide will show you how to setup the application in 5 to 10 minutes. If you are installing the software, go to installation instructions

If you are using an Online ASP site, continue on the next page.

Your eval system has been pre-populated with data to simplify the eval process. This guide will show how to setup the elements of a basic project-oriented time tracking system: Users, Groups, Work Items, Work Attributes and Balances.

Step 1: Setup Users

To setup users, login as the system administrator from the main Tock login page.

Login as: admin

Password: Your Company Name

You will now see the main Admin Page

Click on Users

Fill in the following information:

Login: jdoe

Password: tock

First Name: John

Last Name: Doe

Status: Active
Role: User

Timesheet: Default Timesheet

Scheduled Hrs.: 40.0

Pay Rate: 25.0

Now your first completed user profile should look like this.

When you complete the user profile click the save button and save the profile to the database.

Now repeat this process for the following users and information.

Note that we are setting up John Williams as a Supervisor, not a User, so you can evaluate the application’s approval workflow later on.

User Profile Fields	User 2	User 3	User 4*
Login:	kallen	bsmith	jwilliams
Password:	tock	Tock	tock

First Name:	Karen	Bob	John
Last Name:	Allen	Smith	Williams

Status:	Active	Active	Active
User Role:	User	User	Supervisor
Timesheet:	Default Timesheet	Default Timesheet	Default Timesheet
Scheduled Hrs.:	40.0	40.0	40.0
Pay Rate:	25.0	25.0	25.0

*Really a supervisor, not a user.

Setting up User Custom Fields

Within the User Profile you can create up to 4 custom fields that can be configured as an edit box, or pick list. These fields can be set up for information such as Location, Start Date, etc. The User Custom Fields can be accessed from the Customize option under the Action button.

Step 2: Setup Work Items

Work Items are the heart of this project-oriented time tracking system.

Work Item Types

You can define work items as projects, activities, tasks, jobs, phases, etc. On the main Admin page, select Work Items.

Action

Customize

The default Work Item Types are: Project, Activity, Task and Exception Time. Project, activity and task form a “work breakdown structure” or project hierarchy. Exception Time is the work item type for work items linked to Leave Balance Types. You can name Work Item Types anything you like. Examples include:

Customer/project/task
Project/phase/task
Job/phase task

Exception Time Types examples include:

Vacation Time
Sick Time
Military Leave
Jury Dury
Comp/Flex Time

When you setup a project using Work Item Types you are defining your work item or project hierarchy. Once the you order Work Item Types in a hierarchy, the system remembers this order.

Work Items

Fill in the following information:

Name: IT project

Parent:

Id: 101

Status: Active

Billing: Non-billable

Bill Rate: 0.0

Est. Hours: 0.0

Type: Task

Now your first completed work item profile should look like this.

If you wish you can fill in a billing rate and estimated hours for this project. When you complete the work item profile click the save button and save the profile to the database.

If you want to track data at many project levels, drill down to the appropriate level of the project and create for work items.

For IT Project we can create two more levels:

IT Activity
IT Task

This chart shows the completed setup for IT project

Work Item Fields	Work Item 1	Work Item 2	Work Item 3*
Name:	IT project	IT activity	IT task
Parent:		IT project	IT project/IT activity
Id:	102	103	104
Status:	Active	Active	Active
Billing:	Non-billable	Non-billable	Apply work item rate when billing
Bill Rate:	0.0	0.0	75.0
Est. Hours:	0.0	0.0	0.0
Type:	Task	Task	Task

*Work Item 3 has been set up as a billable work item because Smartco is conducting a billable project for a customer. Enter a billing rate in the Work Item 3 profile.

Setting up Work Item Custom Fields

Within each Work Item Type there is the ability to create up to 4 custom fields. Each custom field can be configured as an edit box, or pick list. This will allow you to capture more detail and descriptive data for any individual Work Item profile. Accordingly, the configured edit boxes and/or pick lists can vary from Work Item Type to Work Item Type. The Work Item Custom Fields can be accessed from the Customize option under the Action button.

Step 3: Setup Groups

You can Groups and sub-groups in the system. Later you can assign Users and Projects to these Groups and Sub-groups. On the main Admin page,

Click on Groups

Fill in the following information:

Name: IT Dept

Parent:

Id: 101

Status: Active

Your completed Group profile should look like this.

When you complete the group profile click the save button and save the profile to the database.

You can repeat this process for additional groups.

Group Fields	Group 2	Group 3
Name:	Finance	Sales
Parent:
Id:	102	103
Status:	Active	Active

You can also setup Groups and sub-groups in a hierarchy such as:

Company/IT Department/ Data Center

Assigning Users to your Groups

On the main Admin page,

Select “IT Group” on the group list.

Action

Assign Users

Users will appear on the left.

Doe, John
Allen, Karen
Smith, Bob
Williams, John

You can select Doe, John and add him to the IT Group. Also, select and add Williams, John*. You can select the role the User will play in that Group on the right. When you are finished, click Done.

* John Williams is added to the IT Group and he will have supervisory approval rights over submitted timesheets from the other users in this group. The “User’s role in group” for John Williams is pre-populated as “Supervisor” because this was defined already in his profile. A blank defines the role as “User.” A user can play a different role from one group to another.

Now repeat this process and assign the following users to the following groups.

Users Added	Finance	Sales
Allen, Karen	√
Smith, Bob		√
Williams, John*	√	√

*John Williams is added to all groups because he will be the supervisor approving timesheets for all groups.

Setting up Custom Fields for Groups

You can create up to 4 custom fields for Group profiles. Each custom field can be configured as an edit box, or pick list. This will allow you to capture more detail and descriptive data for each individual Group. These fields can be set up for information such as Location, etc. The Group Custom Fields can be accessed from the Customize option under the Action button.
Step 4: Setup
Work Attributes

This system allows you to associate work item data with valuable customer, location or other project information or in the entry details area of the system or directly on the Timesheet itself.

You will notice that your Eval system has been set up with a number of different Work Attributes. Some of the Work Attributes are Pick Lists and some are Text Entry Boxes, an entry field which allows the User to key in alpha/numeric data associated with the Work Item.

These preconfigured Work Attributes are:

Attribute Name	Attribute Entry Type	Enabled
Regular Time	Edit Box	No
Over Time	Edit Box	No
Double Time	Edit Box	No
Customers	Pick List	Yes
Location	Pick List	Yes
Pay Code	Pick List	Yes
Project Phase	Pick List	Yes
Priority	Pick List	No
Capitalization	Pick List	No

As you can see from the information above only a few Work Attributes have been enabled. Some Work Attributes, such as Regular Time and Overtime, are used in conjunction with Timesheet rules.
Click on Work Attributes

The Work Attributes page will appear and look like this.

Scroll down to Work Attribute #4, Customer. This field has been setup as a Pick List Attribute. For our eval purposes we will setup a Customer list attribute. Click “enable” for Work Attribute #4.

Fill in the following information for Work Attribute #4:

Name: Customer

Description: Customer List

Data Type: Text

Entry Type: List

Enable this attribute for the following work item types: Tasks

Data can be added to the Work Attribute Pick List in three steps

1. Click on Entry Settings and a dialog box will appear.

2. Click on the plus sign and add a new customer name to the list. It could be the name of any company.

3. An “add new entry” screen appears.

Fill in the following information:

Name: Customer Name

Value: Customer Name

Description: (can leave blank)

Status: Active

“Value” is the information stored in the database, and can be different from “Name.” After completing the entry settings information click on Okay, and then Done.

See Example below.

After you have set up a Work Attribute Pick List, you may know change the Setting for the List.

You may set the default value from among one of the entries on you Pick List.

The location of the Pick List can be selected from the choice of on the Timesheet, right next to the Work Items itself or in the Timesheet Details section in the bottom of the Timesheet.

Another option available from the Pick List Settings screen is “Value required.” Placing a check in this box will make it mandatory for your Users to select a value from this Pick List, before any other action can be taken.

After you configure a Work Attribute, you can update its pick list using import files.

Step 5: Set Up Leave Balances

The Application allows you to set up record time for various types of Leave such as vacation or sick time. Balances are associated with these leave types so hours can be added or deducted accordingly. Begin by setting up the following Leave items:

Work Item Fields	Work Item 1	Work Item 2
Name:	Sick Leave	Vacation Leave
Parent:
Id:	901	902
Status:	Active	Active
Billing:	Non-billable	Non-billable
Bill Rate:	0.0	0.0
Est. Hours:	0.0	0.0
Type:	Task	Task

Now create and setup the corresponding Leave Balance Types. On the main Admin page:

Click on Balances

The Balance Administration page will appear and look like this.

Click on “Add New Balance Type.”

In this case, the Balance type is “Vacation Leave” and the associated Work Item is also “Vacation Leave.”

1. Enter the name and description of the Balance Type.

2. Click on the “plus” sign. Select “Vacation Leave” as the Leave Type, and click okay. You have now associated the “Vacation Leave” Balance Type with the “Vacation Leave” Leave Type.

3. The default seting is set to “Warn” a user when they submit their timesheet that they have exceeded their balance. “Reject” will not allow the user to submit the timesheet. Both settings will provide a message for the user explaining that the user has exceeded his balance limits.

When completed the screen will look like this.

Click OK to save.

To set User Balance amounts, click on “Edit User Balances.”

1. For example, you can click on the Balance pull-down menu, select the “Sick Time” Balance Type, and edit User Sick Time Balances.

2. Select “Finance” as the Group.

You can create a balance as of today’s date for each User and each Balance Type. In this case, create 40.0 hours of Sick Time for Karen Allen, and 80.0 hours of Sick Time for John Williams.

You can use the drop–down Balance menu to change from one Balance Type to another.

Once you have entered hours for each Balance Type, you can do so for other Groups by clicking on the Group pull-down menu and repeating the process.

Using the System

You have now completed a basic setup and configuration of the system.

For your Eval, you can assign User Names to Eval Users. If you would like to have more Eval Users in your Eval, you can create up to five additional users by repeating Step 1 with different User information.

The following setup and configuration data can be updated by importing configuration files on an ongoing basis:

Users
Work Items
Groups
Group User assignments
Group Work Item assignments
Work Attributes lists
User Balances

Clockware Eval Workbook

The “Clockware Eval Workbook” has detailed instructions for users and supervisors so they can complete various eval scenarios.

Use the Clockware Eval Workbook

In sum, you can use the Eval Workbook to make Eval User assignments and manage the Eval Process. Complete the Eval user assignments and then distribute the Eval Workbook to the Eval Users. The Workbook is organized into four tabbed worksheets:

1. Clockware Eval User Worksheet Use this to make Eval User assignments.

2. Eval user scenario Each user should follow this script.

3. Supervisor scenario Each supervisor should follow this script

4. Eval user feedback Eval Users can make comments in this workbook

EVAL WORKBOOK

Suggested Clockware Eval Process

Step 1

Assign Users by completing the Eval User Worksheet in the Clockware Eval Workbook with complete Eval User contact information. This will help facilitate communications between you the Users during the Eval Process.

Step 2

Distribute this Workbook to your Eval Users.

Step 3

Establish an eval start date and time, and an eval end date and time. Make these parameters clear to all Eval Users in your first email. Send this email with the Clockware Eval Workbook to the Eval Users. The following is an example of your communication in the email:

“Our evaluation of Clockware’s timesheet for the web software will be conducted between (Month/Day) and (Month/Day). The first day of the Eval Process, you should schedule to use the system between ___ and ___, a two-hour period. Enter in your initial system data during this period so Supervisors can view and evaluate the data. The attached Clockware Eval Workbook contains your User Name, Login and Password information. You will find this information in the first tab of the Workbook entitled, “Eval user worksheet.” Information regarding your colleagues participating in the Eval Process will also be contained on that worksheet to facilitate communications during the process. The second tab, entitled “Eval user scenario” contains detailed instructions and screenshots with a script for your first walkthrough the system. The third tab, entitled “Supervisor scenario” is a script for Supervisors. The fourth tab, entitled “Eval user feedback” will be used for providing me feedback, comments or suggestions about the system. This will be a 10-day process. When the Eval Process is complete, please return your completed Clockware Eval Workbook to me by email.

I want to thank you in advance for participating in this Eval Process

If you have any questions, please feel free to contact me.”

You can kick-start the process by scheduling a two-hour period for Eval Users to enter their initial system data on the first day of the eval process. At the same time, encourage your supervisors to frequently check the system for progress utilizing reporting tools and the approval dashboard in the system.

Step 4

Receive Eval User feedback and provide consolidated information or completed Eval Workbooks to your Clockware representative for analysis and preparation for the implementation process.

Sample Submission Message

I certify that the information in this timesheet is true and correct.

Once you have submitted your timesheet, it will be locked, and can only be unlocked by your Supervisor. This is part of the system's security.

After submitting this timesheet, it is possible to enter additional data or make changes to your timesheet for this period. However, to do so, you will need to have your Supervisor unsubmit your timesheet which will unlock it and allow you to make additional entries or changes.

Appendix: Configuration Tables

Below are additional configuration tables that show various ways to configure different areas of the system. For more advanced configuration, see the Admin Guide. You can also attend Clockware’s FREE Admin training or contact technical support by email: support@clockware.com or call 408-749-7600 ext. 2.

Work Item Configuration

This system is setup with a three-level Project hierarchy: Project, Activity and Task. You can have any number of levels. How to Setup a Project. How to Setup Project Custom Fields

Name	Parent	Project ID	Billing	Bill Rate	Project Level*
Customer Project	None	100	Non-Billable		Project
Customer Project\Activity	Customer Project	110	Non-Billable		Activity
Customer Project\Activity\Task	Customer Project\Activity	101	Billable	$100.00/hour	Task

*These are defined in the system as “work item types” and are a powerful configuration tool. Can report All project/task information accessible by: Customer, Location, Phase, Capitalization, User, Group, or any other Work Attributes.

How to Import Work Items from MS Project

Work Attribute Configuration

Attribute No.	Attribute Name	Setup Properties	Edit List	Organizational Area
Attribute 1	Regular Time	Data Type = Numeric Entry Type = Edit Box Display in = Timesheet Detail		All
Attribute 2	Over Time	Data Type = Numeric Entry Type = Edit Box Display in = Timesheet Detail		All
Attribute 3	Double Time	Data Type = Numeric Entry Type = Edit Box Display in = Timesheet Detail		All
Attribute 4	Customer	Data Type = Text Entry Type = List … Display in = Timesheet Display width = 10 Display as menu = 99	Abbott Laboratories Advanced Micro Devices American Express Etc.	Engineering QA Data Center
Attribute 5	Location	Data Type = Text Entry Type = List … Display in = Timesheet Display width = 10 Display as menu = 99	Los Angeles San Francisco New York Etc.	Engineering QA Data Center
	Pay Code	Data Type = Text Entry Type = List … Display in = Timesheet Display width = 10 Display as menu = 99	Reg Time Over Time Double Time	Engineering QA Data Center
	Project Phase	Data Type = Text Entry Type = List … Display in = Timesheet Detail Display width = 10 Display as menu = 99	Phase 1 Phase 2 Etc.	Engineering QA Data Center
	Priority	Data Type = Text Entry Type = List … Display in = Timesheet Detail Display width = 10 Display as menu = 99	High Medium Low	Production Support Help Desk Tech Support
	Capitalization	Data Type = Text Entry Type = List … Display in = Timesheet Detail Display width = 10 Display as menu = 99	Capitalized Non-Capitalized

Enable the Attributes you configured, and enable them for the Task level where Users will be recording time. How to Setup Work Attributes

Balance Configuration

This system is setup with three Leave balances: Vacation Time and Sick Time. You can have up to 30 leave balances.

Balance Name	Description	Enabled	Min. Limit	Max. Limit	Reject/Warn	Hours saved to
Vacation Leave	Vacation leave	Yes	0	160	Reject	Vacation Time
Sick Leave	Sick leave	Yes	0	24	Warn	Sick Time
Comp/Flex Time	Overtime banked for comp time use	Yes	0	40	Reject	None: rules automatically apply to comp time bank

How to Set up Leave Balances

User Configuration

The system has been set up with sample Users. You can use these, modify them, or create new Users. Once you save time to a User Timesheet, the system will not allow you delete that User or the Work Item against which time was saved. By first deleting Timesheets for these Users, and therefore eliminating any Timesheet data for these Users, you can then delete these Users. Another option is to inactivate the User, however, the User’s Timesheet data will still remain in the system for that period.

Property	User	User	Supervisor	Project Manager
Login	kallen	Jdoe	jwilliams	bsmith
ID
Password	tock	Tock	tock	tock
Password Exempt	none	None	None	none
First Name	Karen	John	John	Bob
Last Name	Allen	Doe	Williams	Smith
Status	Active	Active	Active	Active
Role	User	User	Supervisor	Project Manager
Timesheet	Weekly Timesheet	Weekly Timesheet	Weekly Timesheet	Weekly Timesheet
Scheduled Hours	40.0	40.0	40.0	40.0
Pay Rate ($)	25.00	25.00	35.00	25.00
Bill Rate ($)	40.00	40.00	55.00	40.00
Financial Group	Finance Department	It Department	It Department	Sales Department
Date Format	MM/DD/YY		MM/DD/YY	MM/DD/YY

How to Setup User Profile Custom Fields

Group/Sub-group Configuration

The system has been set up with sample Groups. You can use these, modify them, or create new Groups. You can set up Groups in a hierarchy to match your organization’s structure. When you inactivate a Group all of its properties and settings are inactivated in the system.

Property	Company	Department	Department	Department
Name	Company	Finance	IT Department	Sales
Parent	none	Company	Company	Company
ID	100	102	101	103
Status	Active	Active	Active	Active

How to Setup Groups

Setting up Timesheet Styles

You can have Weekly, Bi-Weekly, Semi-monthly time periods. And different Timesheet Styles can be assigned to different groups of Users. You can add an Attendance Tracking interface by clicking “enable attendance” for any Timesheet Style. These attributes and rules can be enabled for the following Time Periods:

Time Period

Weekly view start day

Enable Attendance

Work Item Rules

Show Totals for

Time Entry/Access Rules

Timesheet Submission

Weekly

Bi-Weekly

Semi-monthly

Monthly

Can be enabled for:

· Semi-monthly

· Monthly

Creates Attendance interface

1. add any work item

2. add from restricted list

3. cannot add/remove

1. Billable hours

2. Non-billable hours
Any Work Attribute Edit Box

Limit hours entered:

· Per day

· Per Week

· Per Period

Limit Timesheet access rules

Enable: display the following notice to the user (to require digital signature/certification by user when submitting hours)

Sample certification message

User Role Configuration

The following are standard settings for User Roles. You can modify these or create altogether new User Roles through checkbox configuration.

Role	General Rights	General Rights: Reports	Group Rights	Work Item Rights
User	Has a Timesheet	My Timesheet reports	None	None
Timekeeper	Has a Timesheet, Can keep time for others	My Timesheet reports; Timekeeper Report	Can keep time for members of assigned Group	None
Client Approver	No Timesheet, this is a Client for whom your Company performs work	Can run Work Item Reports; configuration applicable if Client is at the highest level of the Work Item Hierarchy	Can perform Work Item approvals for similarly configured Work Items	Can approve assigned Work Items
Project Manager	May have a Timesheet, Manages and conducts work Item approvals for Work Items assigned to them	My Timesheet reports; Can run assigned Work Item reports	Can perform Work Item approval for assigned Work Items	Can admin Work Items, approve and unapprove assigned Work Item time; Run assigned Work Item reports
Supervisor	May have a Timesheet; Overall Timesheet approval for members of their Group	My Timesheet Reports; various reports on their Group and Users in their Group	Can approve, unapprove, unsubmit and submit Timesheets for their group; admin their assigned Users, and Group	None
Administrator	May have a Timesheet; has full access to the all aspects of the application and has rights to enable and configure application.	My Timesheet reports; all reports in the system	None by default. Can also play any other role for any groups*	Can admin Work Items; report on all Work Items

*Each User (including the Admin) can be assigned differing roles for different groups.

Standard Reports

Report Name	Report Description
Work Item Summary	The Work Item Summary Report allows reporting on specified Work Items. This report will show the total hours worked, total billable hours, total non-billable hours, and Estimated hours for the Work Item, % Complete, Cost, and billable amount.
Financial Group Summary	This generates a report showing the number of hours produced by the selected Group or Groups. Additionally, this report has the ability to show the User in the selected Group and the Work Items that produced the hours in the specified time period.
User Summary	This generates a report showing the Users. The report includes total billable hours, non-billable hours, total hours, cost, and bill amount for their work for the specified date range.
"Work Attribute" Summary	A Summary report of Work Attributes set up in the system. This report will show Billable, Non-Billable, Total hours, Cost and Bill amounts and also allow you to show the Work Items, Users or Groups associated. There will be a separate report for each of the Attributes.
Timesheet Detail	This generates a very detailed report showing the Work Items Users have worked on, timesheet comments, Work Attribute information, and approver information.
User Metrics	Show metrics for users such as productivity and utilization based on the total hours, billable hours and scheduled hours.
User Balances	The User Balances report shows the various balances, be they Vacation, Sick or Military that a User has accrued. The search criteria are based on Group and Date.
User Balance Activity	The User Balance Activity report shows changes to the Users balances of accrued time.
Timesheet Details - by Work Item	This is a very detailed report that displays, by Work Item, hours that have been recorded, comments that have been recorded, the user, submitter, and approver, as well as information from Work Attributes.
Timesheet Report	The Time Sheet Report can be used to view all or some of the Time Sheets for the members of a Group (This is a Supervisor level report).
Hard Copy Timesheet	This is a report allowing the Supervisor to download and print a hard copy of the Time Sheets for some or all of the members of their Group. This report shows the date, time, and signature stamp of the Timesheet Submitter and Approver.
Timesheet Status Summary	This report provides the ability to view the percentage and number of timesheets that have been approved, and the same information for those missing or unapproved.
Timesheet Status Detail	This report provides the ability to use filters for viewing timesheet submittal information by timesheet status.
Time Keeper	The Time Keeper Report is a report that gives the Supervisor the ability to access, view, edit, and submit Time Sheets for members of Group (This report must be configured in the User Roles).
Schedule Deviation	This report shows any deviation from an employees scheduled work hours as established in the Scheduled Hours field of their User Profile.
At a Glance	The At a Glance report is the only report that can be access directly from the timesheet, rather than being available from the Reports icon. This report gives information on hours, productivity and Leave Balances.
My Timesheet	This is a timesheet report which draws in the same format and view as the actual timesheet entry screen. This report is available to any User with a Timesheet.
My Timesheet Hard Copy	This report also shows the date, time, and signature stamp of the Timesheet Submitter and Approver. This is a report generated in an RTF file and can be opened or downloaded for printing or viewing in any word processing application.
My Timesheet Details	This is a timesheet report showing very detailed Information. The hours worked on each work item each day, along with any comments and Work Attributes against the Work Items are also displayed.

Sample Work Attribute Reports

The system automatically modified the report engine to create summary reports for each Work Attribute setup as a list attribute.

Report Name	Report Description
Customer Summary	All work item summary data by customer: various filters enabled, exports for any view
Location Summary	All work item summary data by location: various filters enabled, exports for any view
Project Phase Summary	All work item summary data by project phase: various filters enabled, exports for any view
Capitalized vs. Non-capitalized Summary	All work item summary data by capitalized/non-capitalized: various filters enabled, exports for any view
Priority Summary	All work item summary data by priority: various filters enabled, exports for any view

Installing the System

If you are evaluating the application using one of our Online ASP service evaluation sites, please skip to Set Up Users. If you are installing the application software from one of our evaluation download sites, please continue in this section.

Special Instructions for Linux Installation

System Requirements

Software

The application is compatible with the following operating systems:

· Microsoft Windows NT (Service Pack 3 or higher)

· Microsoft Windows 2000 (any Service Pack)

The application supports the following web browsers:

· Microsoft: Internet Explorer 5.0 or higher, PC or Mac

· Netscape: Communicator 4.5 or higher, PC or Mac

Hardware

· Pentium II 300 MHz or higher

· 128 MB RAM (256 MB Recommended)

· 40 MB available disk space

To install the application, run the setup program and follow the on-screen instructions. Once installed, you can access Tock from the following link:

http://localhost:8080/tock/login

Note that you should replace localhost with the name or IP address of your server running Tock. If you have changed the HTTP port number for Tock you will need to replace 8080 with that value. See the following section for information on changing the port used by Tock.

Changing the Tock HTTP Port

Tock installs the Tomcat application server, and by default listens for HTTP requests on TCP/IP port 8080. If you want it to listen on another port, like 80, you should change the “port” parameter of the following section in server.xml to the desired port.

<Connector className="org.apache.tomcat.service.PoolTcpConnector">

<Parameter name="handler"

value="org.apache.tomcat.service.http.HttpConnectionHandler"/>

<Parameter name="port"

value="8080"/>

</Connector>

server.xml is located in the Tock installation directory. You need to restart the Tock service to apply the change.

Using Microsoft SQL Server with Version 4

Tock has been tested against Microsoft SQL Server 2000. To use Microsoft SQL Server with Tock you must perform the following steps:

Create the Tock database in SQL Server
Modify tock.cfg to use new database
Restart the Tock Service

1. The SQL scripts to create the Tock database for MS SQL Server are found in the clockware\tock\dbms\mssql folder where you installed Tock. You should run the SQL scripts using Query Analyzer in the following order:

create_db.sql
create_tables.sql
create_indexes.sql
initial_data.sql

Note that create_db.sql will create the disk storage for your database as well as create a database account for accessing the tock database. You can run it unmodified, but you may modify this file to suit your installation needs, such as to store log files on a separate drive from the data.

2. Now that the database has been created you must modify clockware\config\tock.cfg file to use this new database:

DATASOURCE=jdbc:microsoft:sqlserver://localhost:1433;databaseName=tock;SelectMethod=cursor

DATABASE=com.microsoft.jdbc.sqlserver.SQLServerDriver

DRIVER=sqlserver

USERNAME=tock

PASSWORD=tock

If you did not modify create_db.sql then you can use leave the database name, user name and password as tock, shown above. Substitute localhost with the name or IP address of your SQL Server host if it is not on the same machine as the Tock service. If you modified create_db.sql then make sure you modify the appropriate values above.

3. Now restart the Tock service and load the login page to verify your connection to the database.

Using Oracle with Version 4

Tock has been tested against Oracle 8i and 9i. To use Oracle with Tock you must perform the following steps:

Create the Tock database in SQL Server
Modify tock.cfg to use new database
Restart the Tock Service

1. The SQL scripts to create the Tock database for Oracle are found in the clockware\tock\dbms\oracle folder where you installed Tock. You should run the SQL scripts using sqlplus in the following order:

create_db.sql
create_tables.sql
create_indexes.sql
initial_data.sql

2. Now that the database has been created you must modify clockware\config\tock.cfg file to use this new database:

DATASOURCE=jdbc:oracle:thin:@localhost:1521:ORCL

DATABASE=oracle.jdbc.driver.OracleDriver

DRIVER=oracle_oci

USERNAME=tock

PASSWORD=tock

3. Now restart the Tock service and load the login page to verify your connection to the database.

Special Instructions for Tock Installation RedHat Linux 7.x

First-Time Installation Notes

Tock installs the MySQL database, so if you have MySQL separately running on your system using the default port you will need to turn it off or change its port before installing.

Tock installs a web server that runs on port 8080. If you already have a web server running on this port you will need to turn it off or change its port number before installing, or modify Tock to use a different port after installation.

Installation Instructions

You must be logged in as the root user to install Tock.

Before running the installer you will need to modify the file to be executable. Run the following command from the directory where you downloaded the installer:

chmod a+x tock50setup-linux.bin

Next run the installer:

./tock50setup-linux.bin

and follow the on-screen instructions. If you would like to install from a console and not use the graphical wizard, execute the command as follows:

./tock50setup-linux.bin -console -is:javaconsole

Contacting Clockware

Corporate Headquarters

Address: 1735 East Bayshore Road
32 B Redwood City
CA 94063
U.S.A.

Telephone: (650) 556-8880

Fax: (408) 716-1980

Website: http://www.clockware.com/

Office Hours: 6:00 A.M. to 6 P.M. Pacific Time