Welcome to WebBank Professional! 

(This information supplements the ReadMe.txt file
supplied with WebBank. It is intended to describe how
WebBank is installed and used in a Workgroup
environment.) 

The Workgroup features provide a common (Workgroup)
Bank for members of a workgroup, while allowing them to
maintain and use a personal Bank at the same time. The
following elements are part of this environment: 


I. Administrator 
-------------------------------------------------------

The Administrator maintains both the Workgroup Bank and
the WorkGroup User File. The Workgroup Bank is
maintained with WebBank and is just like a local bank
except that it has been designated as a WorkGroup Bank
during a Save or Save As operation. 

The Workgroup User File specifies the access path for
the WorkGroup bank and contains an entry for each
member of the workgroup. The Workgroup User File also
specifies which Workgroup member(s) are WebBank
Administrators. 


II. Server 
-------------------------------------------------------

The Workgroup Bank and the Workgroup User File are
stored on the file server in a common folder
(directory.) Members of the workgroup must have access
privileges to this folder, as well as the physical
connectivity to reach it. The access path for the
Workgroup User File is specified in each user's WebBank
settings, along with their User Name which must agree
with the entry in the Workgroup User File. (This is
done in the Configuration pulldown menu in WebBank.)


III. Workgroup Member 
-------------------------------------------------------

To access the Workgroup Bank, a member must configure
WebBank with a User Name that has been entered in the
Workgroup User File, and the access path for the
WorkGroup User File. This is done with 
Configuration|Workgroup Configuration in WebBank. The
access path may be a mapped drive path (if all members
have consistent drive mapping) or a UNC-compliant path
such as 

	\\OurServer\WebBank\WrkGrpUsers.wbu. 

When members request loading the Workgroup Bank, their
User Name is checked against the entries in the
WorkGroup User File. If present, the Workgroup Bank, as
defined by the path in the Workgroup User File, is
loaded in WebBank. It is then available for concurrent
use with the local (personal) bank. 

Workgroup members have complete control over their
personal Bank. However, the Workgroup Bank may be
changed, saved, or exported only by an Administrator.
This is to ensure consistency and protect the integrity
of the common information. 


IV. Creating and Operating the Workgroup Environment 
-------------------------------------------------------

Only a few simple steps are necessary to create the
Workgroup environment. 

1. Designate an Administrator. The Administrator has
responsibility for controlling access to and
coordinating the content of the Workgroup Bank. For
this example, our Administrator will be Mary Smith.

2. Install WebBank and WebBank Administrator software
for use by the Administrator. 

3. Select a location for the Workgroup User File and
the Workgroup Bank. This typically will be a file share
(folder) to which the members of the Workgroup have
access privileges. (WebBank does not provide login
facilities so these must be part of the existing
operating environment.) Workgroup members must also
have physical access via a LAN (local area network) or
Intranet connection. 

For this example, assume that the WorkGroup User File
is referenced by 

	\\OurServer\WebBank\WrkGrpUsers.wbu 

and the Workgroup Bank by 

	\\OurServer\WebBank\Workgroup.bnk 

4. Define the members of the Workgroup and create the
Workgroup User File. This task is done with WebBank
Administrator. The Workgroup User File contains the
User Names of Workgroup members, defines who has
Administrator privileges, and specifies the the
location and file name of the Workgroup Bank. In this
example, it is as above 

	\\OurServer\WebBank\Workgroup.bnk 

Members of the Workgroup and their User Names in this
example are: 

	Mary Smith	MaryS	(Administrator)
	John Jones	JohnJones
	John James	JohnJames
	Bob Brown		BobB
	Kathy Clark	Kathy 

5. Create the initial Workgroup Bank using the
Administrator's copy of WebBank. (Be sure to use "Save
As" and to select the "Workgroup Bank" option under
"How To Save?".) This Bank will grow over time as the
needs and discoveries of the Workgroup expand.
Decisions about the content of the Workgroup Bank are a
function of the operating style of the Workgroup and
management controls. (See 8. below.) 

6. Install WebBank software for members of the
Workgroup. WebBank may be installed on individual PCs
or on a file server in their "personal" share. Until
you perform the next step, the installation will only
include the programs and files to enable them to use
WebBank on a personal (local) basis.

7. Configure WebBank software for members of the
Workgroup to enable access to the Workgroup User File
(and the Workgroup Bank.) This must be done locally at
each PC running WebBank. Use the Workgroup
Configuration function in WebBank to enter the
identification of the Workgroup File 

	\\OurServer\WebBank\WrkGrpUsers.wbu 

and the User Name of the WorkGroup member 

	MaryS, JohnJones, JohnJames, BobB, Kathy 

Workgroup members will now be able to load and use the
Workgroup Bank 

	\\OurServer\WebBank\Workgroup.bnk 

that is defined in the WorkGroup User File. 

7. The final step is to define and implement the
on-going process which will be used to control the
content of the Workgroup Bank. While the Administrator
is responsible for the maintenance of the Workgroup
Bank, members of the Workgroup will have good
suggestions for what should be included. Subject to the
operating policies of the Workgroup, these can be
submitted to the Administrator for review and inclusion
in the Workgroup Bank. The export and import functions
available in WebBank make this a simple and easy task
for both the Workgroup member and the Administrator. 

