ACCPAC Advantage Series Integration Guide

8/7/2019 ACCPAC Advantage Series Integration Guide

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ACCPAC Advantage SeriesIntegration Guide



© Copyright 2004-2005 2Point Communications, Inc. All rights reserved.

2Point Communications, Inc.Publisher

No part of this document may be copied, photocopied, reproduced, translated,microfilmed, or otherwise duplicated on any medium without written consent of 2PointCommunications, Inc.

Use of the software programs described herein and this document is subject to the 2PointLicense Agreement enclosed in the software package.

2Point, the 2Point logo, Messenger Series, FAXserve, VOICEserve, and MOBILEserve areregistered trademarks or trademarks of 2Point Communications, Inc. or its affiliates inthe United States and/or other countries. All other marks are trademarks or registeredtrademarks of their respective companies.



2Point Communications, Inc.End User License Agreement

For Indicated Evaluation, Demonstration or Retail Software

THIS END USER LICENSE AGREEMENT APPLIES TO THESE 2POINT SOFTWARE PRODUCTS:

2Point Messenger™ Series

BitWare®

FAXserve® BitFax®

VOICEserve® MOBILEserve®

IMPORTANT – READ CAREFULLY BEFORE YOU CLICK ON THE “I ACCEPT” BUTTON:

This End User License Agreement (“ EULA”) is a legal agreement between You (“ You ” and “ Your ” includes aperson and/or an individual entity) and 2Point Communications, Inc. (“ 2POINT ”) concerning the specifiedevaluation, demonstration and/or retail software products(s) (hereinafter respectively referred to as “ EvaluationProduct ,” “Demonstration Product ” and “ Retail Product ”; and collectively referred to as “ Software ”). TheSoftware includes all component parts, the associated media, any printed materials, any updates, and any “online”or electronic documentation, as applicable. By accessing, installing, copying or otherwise using the Software,You agree to be bound by the terms of this EULA. If You do not agree to the terms of this EULA, 2POINT isunwilling to license the Software to You. In such event, You may not access, use or copy the Software, and Youshould promptly contact 2POINT for instructions on returning the Software. WRITTEN ASSENT IS NOT APREREQUISITE TO THE VALIDITY OR ENFORCEABILITY OF THIS EULA._______________________________________ _____________________________________________________

1. License.

a. License Grant.

(i) Retail Product. If You licensed a Retail Product, subject to the payment of all applicable licensefees, and the terms and conditions of this EULA, 2POINT hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable right to install and run one copy of the specified version of the Software and theaccompanying documentation, solely for Your individual use. This EULA authorizes You to make one copy ofthe Retail Product solely for backup or archival purposes, provided that the copy You make contains all of theproprietary notices set forth in or on the original version of the Software.

(ii) Demonstration Product. If You licensed a Demonstration Product, subject to the payment of allapplicable license fees, and the terms and conditions of this EULA, 2POINT hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable and revocable right to install and run copies of the DemonstrationProduct and the accompanying documentation, solely on computer(s) owned or controlled exclusively by You, forYour individual use and for demonstration, marketing, promotional, end user support, training and/or developmentpurposes, each to the extent permitted and/or required under the applicable 2POINT Solution Provider, CertifiedConsultant, Development Partner, Professional Accountant Recommender, Online Referral Partner, HostingPartner, Recognized Training Center, Distribution Agreement or other applicable agreements between You and2POINT (collectively the “ Other 2POINT Agreement ”). Use of the Demonstration Product is limited to not morethan the number of concurrent users and/or seats as specified in the Other 2POINT Agreement, multi-userlicense, product packaging or accompanying documentation. This EULA authorizes You to make one copy of theDemonstration Product solely for backup or archival purposes, provided that the copy You make contains all ofthe proprietary notices set forth in or on the original version of the Software. You may have additional rights asmay be set forth in the applicable Other 2POINT Agreement.

(iii) Evaluation Products. If You licensed an Evaluation Product, subject to the terms and conditions ofthis EULA, 2POINT hereby grants to You a limited, non-sublicensable, non-exclusive, non-transferable andrevocable right to install and run one copy of the Evaluation Product and the accompanying documentation, solelyfor Your individual use for evaluation purposes.

(iv) All Software. Upon receipt of the appropriate Software registration information, 2POINT will provideYou an alphanumeric key (the “ Activation Code ” or “PAC Code ”) to enable You to use the Software pursuant tothe terms of this EULA. Documentation shall include, but not be limited to, any printed materials, “online” orelectronic data provided by or obtained from 2POINT with regard to this Software (“ Documentation ”). TheSoftware and Documentation are licensed, not sold. Even though copies of the Software may be provided onmedia of different formats, copies of the Software on different media formats do not constitute multiple licenses tothe Software. If the Software is licensed as a suite or bundle with more than one specified Software product, thisEULA applies to all such specified Software products, subject to any restrictions or usage terms specified on the



applicable product packaging or accompanying documentation that applies to any of such Software productsindividually.

b. Single-User. If this Software is licensed as a single user product, You may use only one copy of theSoftware, by not more than one user at a time, on a total of one computer or workstation, or personal digitalassistant, or pager, or “smart phone,” or one such other electronic device for which the Software was designed(“Client Device ”), unless otherwise set forth herein. The component parts of the Software may not be usedindividually or jointly in full or in part on more than one Client Device, unless otherwise set forth herein. TheSoftware is “in use” on a computer when it is loaded into the temporary memory (i.e., random-access memory orRAM) of that Client Device.

c. Multi-User. If the Software is licensed with multi-user or networked license terms, You may use theSoftware on one server computer, or a greater number as specified in the applicable multi-user license, productpackaging or accompanying documentation, within a multi-user or networked environment for connecting, directlyor indirectly, to not more than the maximum number of Client Devices, concurrent users and/or seats, as specifiedin the applicable multi-user license, product packaging or accompanying documentation. Use of software,hardware or services that bypass any Software license restrictions and/or reduce the number of Client Devices,concurrent users and/or seats, as may be applicable, accessing or utilizing the Software (e.g., “multiplexing,”“pooling,” or third party add on software or hardware) expressly does not reduce the number of licenses required(i.e., the required number of licenses would equal the number of distinct inputs to the multiplexing or poolingsoftware or hardware “front end”). If the number of Client Devices, concurrent users and/or seats that canpotentially connect to the Software exceeds or has the potential to exceed the number of licenses You haveobtained, then You must have a reasonable self-enforcing automatic mechanism in place to ensure that Your use

of the Software does not exceed the use limits specified for the license You have obtained.2. Term. Regardless of the location of the Software, You are responsible for strict compliance with any and allof the terms and conditions of this EULA. This EULA will terminate automatically if You fail to comply with any ofthe limitations or other requirements described herein, and such termination shall be in addition to and not in lieuof any criminal, civil or other remedies available to 2POINT. When this EULA terminates, You must immediatelycease using the Software and destroy all copies of the Software and the Documentation. You may terminate thisEULA at any point by destroying all copies of the Software and the Documentation.

a. Retail Product. If You licensed a Retail Product, this EULA is effective unless and until You or 2POINTterminates the EULA earlier, in accordance with the terms set forth herein.

b. Demonstration Product. If You licensed a Demonstration Product, this EULA is effective unless anduntil You or 2POINT terminates the EULA earlier, in accordance with the terms set forth herein or the terms setforth in Your Other 2POINT Agreement or upon the earlier termination or expiration of Your Other 2POINTAgreement.

c. Evaluation Product. If You licensed an Evaluation Product, this EULA is effective for a periodcommencing on the earliest date this Evaluation Software is downloaded, installed or first run and thereaftercontinuing for the period specified in the product packaging or accompanying documentation, unless soonerterminated by You or 2POINT in accordance with the terms set forth herein, but in no event shall such termexceed one hundred and eighty (180) days.

3. Updates. 2POINT may, at its sole discretion, make bug fixes, updates and/or service packs available.2POINT’s maintenance service, if applicable and offered, is available for Retail Product at an additional cost toYou, as Licensee, under a separate written agreement. 2POINT’s maintenance service is not available forEvaluation Product.

4. Ownership Rights.

a. Ownership of Software. The Software and Documentation are protected by United States patent,copyright laws and other intellectual property laws, and international treaty provisions. 2POINT and its third partylicensors, if any, retain all title to and, except as expressly and unambiguously licensed herein, all rights andinterest in (a) the Software, including, but not limited to, all copies, versions, customizations, compilations andderivative works thereof (by whomever produced) and all related Documentation; (b) the 2POINT trademarks,service marks, trade names, icons and logos; (c) any and all copyright rights, patent rights, trade secret rights andother intellectual property and proprietary rights throughout the world in the foregoing; and (d) all ConfidentialInformation (as defined in Section 14 below). You acknowledge that Your possession, installation, or use of theSoftware does not transfer to You any ownership, title, or registrable interest of any kind to the intellectualproperty in the Software, and that You will not acquire any rights to the Software except as expressly set forth inthis EULA. You agree that all backup, archival, or any other type of copies of the Software and Documentationwill contain the same proprietary notices that appear on and in the Software and Documentation.

b. Submissions. Should You decide to submit any materials to 2POINT via electronic mail, through or to2POINT website(s), or otherwise, whether as feedback, data, questions, comments, ideas, concepts, techniques,



suggestions or the like, You agree that such submissions are unrestricted and shall be deemed non-confidentialupon submission. You grant to 2POINT and its assigns a non-exclusive, royalty-free, worldwide, perpetual,irrevocable license, with the right to sublicense, to use, copy, transmit, distribute, create derivative works of,commercialize, display and perform such submissions.

5. Restrictions. You may not rent, lease, sublicense, loan, sell, distribute, market or commercialize any portionof the Software or its components. You may only install and use the Software on hardware which is (a) underYour exclusive control and (b) in the case of hardware performing any server functions, located at premises whereYou normally conduct day-to-day business operations. Notwithstanding the foregoing, if the Software is hosted

under the auspices of an authorized 2POINT Hosting Partner, it may be installed on server hardware located atpremises under the exclusive or primary control of such Hosting Partner or its agent. You may not permit anyparent, affiliate, subsidiary or any other third parties to benefit from the use or functionality of the Software, eitherdirectly or via a facility management, timesharing, service bureau or any other arrangement; provided, however,that You may use the Software, as provided herein, to process the data of an affiliate or subsidiary of which Youown more than fifty percent (50%); provided, however, You may not exceed the number of datasets specified onthe applicable product packaging or accompanying documentation. You may not use the Software as part of afacility management, timesharing, or service bureau arrangement. You may not transfer any or all of the rightsgranted to You under this EULA. To the maximum extent this restriction is permitted under applicable law, Youmay not rename files of, modify, translate, localize, decompile, disassemble, decrypt, reverse engineer, attempt toderive source code from, remove any proprietary notices from, or create derivative works based upon theSoftware, in whole or in part. You may not duplicate or copy any portion of the Software or Documentation, unlessotherwise set forth herein. You may not remove any proprietary notices or labels on the Software, including, butnot limited to, the 2POINT and product names wherever they may appear. All rights not expressly set forthhereunder are reserved by 2POINT. 2POINT reserves the right to periodically conduct audits upon advancewritten notice to verify compliance with the terms of this EULA.

6. Warranty and Disclaimer.

a. Limited Warranty. 2POINT warrants that for ninety (90) days from the date of original purchase themedia on which the Software is contained will be free from defects in materials and workmanship.

b. Customer Remedies. 2POINT entire liability and Your exclusive remedy shall be replacement of thedefective media. To receive replacement of defective media, You must receive a return authorization numberfrom 2POINT and return the defective media to 2POINT at Your expense with a copy of Your receipt. This limitedwarranty is void if the defect has resulted from accident, abuse, or misapplication. Any replacement media will bewarranted for the remainder of the original warranty period. This remedy is not available to the extent it isprohibited under United States export control laws and regulations.

c. Warranty Disclaimer. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, ANDEXCEPT FOR THE LIMITED WARRANTY SET FORTH HEREIN, THE SOFTWARE (AND ACCOMPANYINGDOCUMENTATION) IS PROVIDED ON AN “AS IS” BASIS WITHOUT WARRANTY OF ANY KIND, EXPRESSOR IMPLIED. WITHOUT LIMITING THE FOREGOING PROVISIONS, YOU ASSUME SOLE RESPONSIBILITYFOR SELECTING THE SOFTWARE TO ACHIEVE YOUR INTENDED RESULTS, AND SOLE RESPONSIBILITYFOR THE INSTALLATION OF, USE OF, AND RESULTS OBTAINED FROM THE SOFTWARE. WITHOUTLIMITING THE FOREGOING PROVISIONS, 2POINT MAKES NO WARRANTY THAT THE SOFTWARE WILLBE ERROR-FREE, VIRUS FREE, OR FREE FROM INTERRUPTIONS OR OTHER FAILURES OR THAT THESOFTWARE WILL SATISFY YOUR SPECIFIC REQUIREMENTS. TO THE MAXIMUM EXTENT PERMITTEDBY APPLICABLE LAW, 2POINT DISCLAIMS ALL WARRANTIES AND CONDITIONS, EITHER EXPRESS,IMPLIED, OR STATUTORY, INCLUDING BUT NOT LIMITED TO ANY (IF ANY) IMPLIED WARRANTIES ORCONDITIONS OF MERCHANTABILITY, OF FITNESS FOR A PARTICULAR PURPOSE, OF LACK OFVIRUSES, OF LACK OF ACCURACY OR COMPLETENESS OF RESPONSES, OF RESULTS, AND LACK OFNEGLIGENCE OR LACK OF WORKMANLIKE EFFORT, ALL WITH REGARD TO THE SOFTWARE AND

ASSOCIATED DOCUMENTATION. THERE IS NO WARRANTY OR CONDITION OF TITLE, QUIETENJOYMENT, QUIET POSSESSION, CORRESPONDENCE TO DESCRIPTION, OR NON-INFRINGEMENTWITH REGARD TO THE SOFTWARE. THE ENTIRE RISK OF THE QUALITY OF OR ARISING OUT OF USEOR PERFORMANCE OF THE SOFTWARE, IF ANY, REMAINS SOLELY WITH YOU. SOME STATES ANDJURISDICTIONS DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES, SO THE ABOVE LIMITATIONMAY NOT APPLY TO YOU. THE FOREGOING PROVISIONS SHALL BE ENFORCEABLE TO THE MAXIMUMEXTENT PERMITTED BY APPLICABLE LAW.

d. Indemnification. You agree to defend, indemnify and hold harmless 2POINT and its directors, officers,employees, affiliates, sublicensees, and agents from and against all claims, defense costs (including reasonableexpert and attorneys' fees), judgments and other expenses arising out of or on account of any negligent act,omission, or willful misconduct by You or on Your behalf in (i) the installation or use of the Software or (ii) yourcompliance or failure to comply with this EULA.



e. Data. YOU ACKNOWLEDGE THAT ANY DATA ENTRY, CONVERSION OR STORAGE IS SUBJECTTO THE LIKELIHOOD OF HUMAN AND MACHINE ERRORS, MALICIOUS MANIPULATION, OMISSIONS,DELAYS, AND LOSSES, INCLUDING, BUT NOT LIMITED TO, INADVERTENT LOSS OF DATA OR DAMAGETO MEDIA THAT MAY RESULT IN LOSS OR DAMAGE TO YOU AND/OR YOUR PROPERTY, AND/OR YOURDETRIMENTAL RELIANCE ON MALICIOUSLY MANIPULATED DATA. 2POINT SHALL NOT BE LIABLE FORANY SUCH ERRORS, OMISSIONS, DELAYS, OR LOSSES. YOU ARE RESPONSIBLE FOR ADOPTINGREASONABLE MEASURES TO LIMIT THE IMPACT OF SUCH PROBLEMS, INCLUDING BACKING UP DATA,ADOPTING PROCEDURES TO ENSURE THE ACCURACY OF INPUT DATA, EXAMINING AND CONFIRMING

RESULTS PRIOR TO USE, ADOPTING PROCEDURES TO IDENTIFY AND CORRECT ERRORS ANDOMISSIONS, REPLACING LOST OR DAMAGED MEDIA, AND RECONSTRUCTING DATA. YOU ARE ALSORESPONSIBLE FOR COMPLYING WITH ALL LOCAL, STATE, AND FEDERAL LAWS PERTAINING TO THEUSE AND DISCLOSURE OF ANY DATA. IF YOU LICENSED AN EVALUATION PRODUCT, YOUACKNOWLEDGE AND UNDERSTAND (I) THAT THE EVALUATION PRODUCT MAY BE USED FOREVALUATION PURPOSES ONLY, (II) THAT THE EVALUATION PRODUCT SHALL BE OPERABLE ONLYFOR A LIMITED TIME AND (III) THAT, UPON EXPIRATION OF THE EVALUATION PERIOD, ANY DATA OROTHER INFORMATION USED WITH, PROCESSED BY AND/OR STORED IN CONJUNCTION WITH THEEVALUATION PRODUCT MAY BE IRRETRIEVABLE, UNRECOVERABLE AND/OR OTHERWISE UNUSABLE.

f. Authorized 2POINT Solution Providers and Certified Consultants. ANY AUTHORIZED 2POINTSOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR CONSULTANT IS NOTAFFILIATED WITH 2POINT IN ANY CAPACITY OTHER THAN AS A RESELLER, INSTALLER ORCONSULTANT OF 2POINT’S PRODUCTS AND HAS NO AUTHORITY TO BIND 2POINT OR MODIFY ANY

LICENSE OR WARRANTY. 2POINT MAKES NO REPRESENTATIONS, WARRANTY, ENDORSEMENT ORGUARANTEE WITH RESPECT TO THE SKILLS OR QUALIFICATIONS OF ANY AUTHORIZED 2POINTSOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER OR CONSULTANT AND YOUARE ENCOURAGED TO INDEPENDENTLY INVESTIGATE THE SKILLS AND QUALIFICATIONS OF ANYAUTHORIZED 2POINT SOLUTION PROVIDER, CERTIFIED CONSULTANT, RESELLER, INSTALLER ORCONSULTANT WITH WHOM YOU ASSOCIATE.

7. Limitation of Liability. UNDER NO CIRCUMSTANCES AND UNDER NO LEGAL THEORY, WHETHERIN TORT, CONTRACT, OR OTHERWISE, SHALL 2POINT BE LIABLE TO YOU OR TO ANY OTHER PERSONOR ENTITY FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANYCHARACTER WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS,LOSS OF GOODWILL, LOSS OF CONFIDENTIAL OR OTHER INFORMATION, FOR BUSINESSINTERRUPTION, WORK STOPPAGE, COMPUTER FAILURE OR MALFUNCTION, FOR PERSONAL INJURY,LOSS OF PRIVACY, FOR FAILURE TO MEET ANY DUTY INCLUDING A DUTY OF GOOD FAITH OR OF

REASONABLE CARE, FOR NEGLIGENCE (WHETHER ACTIVE OR PASSIVE), AND FOR ANY OTHERPECUNIARY OR OTHER LOSS WHATSOEVER) ARISING OUT OF OR IN ANY WAY RELATED TO THE USEOR INABILITY TO USE THE SOFTWARE, OR OTHERWISE UNDER OR IN CONNECTION WITH ANYPROVISION OF THIS EULA, EVEN IN THE EVENT OF FAULT, TORT (INCLUDING NEGLIGENCE, ANDGROSS NEGLIGENCE), STRICT LIABILITY, BREACH OF CONTRACT, OR BREACH OF WARRANTY BY2POINT, AND EVEN IF 2POINT HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN NOEVENT WILL 2POINT BE LIABLE FOR ANY DAMAGES IN EXCESS OF THE LIST PRICE 2POINT CHARGESFOR A LICENSE TO THE SOFTWARE. THIS LIMITATION OF LIABILITY SHALL NOT APPLY TO LIABILITYFOR DEATH OR PERSONAL INJURY TO THE EXTENT THAT APPLICABLE LAW PROHIBITS SUCHLIMITATION. FURTHERMORE, SOME STATES AND JURISDICTIONS DO NOT ALLOW THE EXCLUSIONOR LIMITATION OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION AND EXCLUSIONMAY NOT APPLY TO YOU. THE FOREGOING PROVISIONS SHALL BE ENFORCEABLE TO THE MAXIMUMEXTENT PERMITTED BY APPLICABLE LAW.

8. Entire Agreement. This EULA expressly supersedes and completely replaces any and all prior end userlicense agreements. 2POINT shall not be bound by or liable to You for any pre-existing or contemporaneouswritten or oral representations or warranties, made by anyone, with respect to the Software Product, including anyauthorized Solution Provider, Certified Consultant, distributor or reseller or their respective agents, employees, orrepresentatives, nor shall You be deemed a third party beneficiary of any obligations of 2POINT to any suchSolution Provider, Certified Consultant, distributor or reseller.

9. Attorneys’ Fees. If any party employs attorneys to enforce any rights arising out of or relating to this EULA,the prevailing party shall be entitled to recover its reasonable attorneys’ fees, costs, and other expenses.

10. Severability. If any provision of this EULA is held to be unenforceable, the enforceability of the remainingprovisions shall in no way be affected or impaired thereby.

11. United States Government. The Software and accompanying Documentation are deemed to be



“commercial computer software” and “commercial computer software documentation,” respectively, pursuant toDFAR Section 227.7202 and FAR Section 12.212, as applicable. Any use, modification, reproduction, release,performance, display or disclosure of the Software and accompanying Documentation by the United StatesGovernment shall be governed solely by the terms of this EULA and shall be prohibited except to the extentexpressly permitted by the terms of this EULA.

12. Export Controls. You acknowledge that the Software may be subject to export controls imposed by U.S.laws and regulations. During the term of this EULA, You agree to comply with the U.S. Foreign Corrupt PracticesAct and with all export laws and restrictions and regulations of the United States Department of Commerce or

other United States or foreign agency or authority, and not to knowingly export, re-export, download, or allow theexport, re-export or downloading of the Software or Documentation and any underlying information or technologyin violation of any such restrictions, laws or regulations, to Afghanistan, Cuba, Iran, Iraq, Libya, North Korea or toany Group D:1 or E:2 country (or to any national of such countries), specified in the then current Supplement No.1 to Part 740, or in violation of the embargo provisions in Part 746 of the U.S. Export Administration Regulations(or any successor regulations or supplement), except in compliance with all licenses and approvals requiredunder applicable export laws and regulations, including, without limitation, those of the United States Departmentof Commerce. By accessing, installing, downloading or using the Software You are agreeing to the foregoing andYou are certifying that You are not located in, under the control of, or a national or resident of any such country oron any such list.

EXPORT OF THE SOFTWARE MAY BE SUBJECT TO COMPLIANCE WITH THE RULES AND REGULATIONSPROMULGATED FROM TIME TO TIME BY THE BUREAU OF EXPORT ADMINISTRATION, UNITED STATESDEPARTMENT OF COMMERCE, WHICH RESTRICT THE EXPORT AND RE-EXPORT OF CERTAIN

PRODUCTS AND TECHNICAL DATA. YOU ACKNOWLEDGE AND AGREE THAT IF THE EXPORT OF THESOFTWARE IS CONTROLLED UNDER SUCH RULES AND REGULATIONS, THEN YOU SHALL NOT CAUSETHE SOFTWARE TO BE EXPORTED OR RE-EXPORTED, DIRECTLY OR INDIRECTLY, (A) WITHOUT ALLEXPORT OR RE-EXPORT LICENSES AND UNITED STATES OR OTHER GOVERNMENTAL APPROVALSREQUIRED BY ANY APPLICABLE LAWS, OR (B) IN VIOLATION OF ANY APPLICABLE PROHIBITIONAGAINST THE EXPORT OR RE-EXPORT OF ANY PART OF THE SOFTWARE. SOME COUNTRIES HAVERESTRICTIONS ON THE USE OF ENCRYPTION WITHIN THEIR BORDERS, OR THE IMPORT OR EXPORTOF ENCRYPTION EVEN IF FOR ONLY TEMPORARY PERSONAL OR BUSINESS USE. YOUACKNOWLEDGE THAT THE IMPLEMENTATION AND ENFORCEMENT OF THESE LAWS IS NOT ALWAYSCONSISTENT AS TO SPECIFIC COUNTRIES. YOU ACKNOWLEDGE THAT IT IS YOUR ULTIMATERESPONSIBILITY TO COMPLY WITH ANY AND ALL GOVERNMENT EXPORT AND OTHER APPLICABLELAWS AND THAT 2POINT HAS NO FURTHER RESPONSIBILITY AFTER THE INITIAL LICENSE TO YOUWITHIN THE ORIGINAL COUNTRY OF LICENSE.

13. High Risk Activities. The Software is not fault-tolerant and is not designed or intended for use in hazardousenvironments requiring fail-safe performance, including without limitation, in the operation of nuclear facilities,aircraft navigation or communication systems, air traffic control, weapons systems, direct life-support machines, orany other application in which the failure of the Software could lead directly to death, personal injury, or severephysical or property damage (collectively, “High Risk Activities”). 2POINT expressly disclaims any express orimplied warranty of fitness for High Risk Activities.

14. Confidentiality. You agree that the Software, including, but not limited to, all source and object codecomponents, screen shots and displays, graphical user interfaces, algorithms, formulae, data structures, scripts,application programming interfaces and protocols, and the Documentation (collectively the “ ConfidentialInformation ”) are trade secrets of 2POINT and are owned by 2POINT or, where applicable, its third-partylicensors. You agree to retain all Confidential Information in strict confidence at least with the same amount ofdiligence that You exercise in preserving the secrecy of Your most-valuable information, but in no event less thanreasonable diligence. You agree to: (i) only disclose Confidential Information to Your employees and agents tothe extent required to use the Software under the terms of this EULA and not to disclose or disseminate theConfidential Information to any third party without the prior written consent of 2POINT, (ii) use the ConfidentialInformation solely for Your benefit as provided for herein and not to allow any third party to benefit from theConfidential Information, and (iii) bind Your employees and agents, by terms no less restrictive than those setforth herein, to maintain the confidentiality of such Confidential Information, and not use or disclose suchinformation except as permitted under this EULA. Notwithstanding the disclosure of any Confidential Informationfor any reason, such Confidential Information shall continue to be owned by 2POINT or its licensors. Nothingcontained herein shall be deemed to prevent You from disclosing or disseminating Your data, in any format or anyreport, to whomever You so choose. Notwithstanding anything else to the contrary in this Section 14, and onlywith respect to Demonstration Product, You are permitted to use the Demonstration Product to demonstrate andpromote the functionality and benefits of the Product.

15. Miscellaneous. This EULA is exclusively governed by the laws of the United States and the State ofCalifornia, without reference to conflicts of law principles. In the event of a dispute or legal action between the



parties, they agree to waive any objections to personal jurisdiction, and agree to service of process and exclusivevenue in the Federal District Court for Northern California or the California Superior Court of Alameda County.The application of the United Nations Convention of Contracts for the International Sale of Goods is expresslyexcluded. This EULA sets forth all of Your rights and is the entire agreement between the parties. This EULAsupersedes any other communications with respect to the Software and/or Documentation. This EULA may notbe modified except by a written addendum issued by a duly authorized representative of 2POINT. No provisionhereof shall be deemed waived unless such waiver shall be in writing and signed by a duly authorizedrepresentative of 2POINT. You hereby acknowledge a breach of this EULA would cause irreparable harm and

significant injury to 2POINT that may be difficult to ascertain and that a remedy at law would be inadequate. Youagree that 2POINT shall have the right to seek and obtain immediate injunctive relief to enforce the obligationsunder this EULA in addition to any other rights and remedies it may have. If any provision of this EULA is heldinvalid, the remainder of this EULA shall continue in full force and effect. The controlling language of this EULA isEnglish. If You have received a translation into another language, it has been provided for Your convenienceonly.

16. 2POINT Customer Contact. If You have any questions concerning these terms and conditions, or if Youwould like to contact 2POINT for any other reason, please visit http://www.2point.com.



ACCPAC Advantage Series

IntegrationMessenger Fax Features ................................................................................................................4 Installing Messenger Fax...............................................................................................................5

Installation Requirements......................................................................................................5 Installation Steps.....................................................................................................................6 Activate 2Point Messenger Module......................................................................................9 Messenger Settings ...............................................................................................................10

Understanding Messenger Fax Components...........................................................................10 Setting up ACCPAC Advantage Address Book ...............................................................12

Setting Up ACCPAC Advantage Series....................................................................................14 Canonical Phone Numbers ..................................................................................................14 Create Custom Cover Page Templates...............................................................................15 Customizing Fax Message Template..................................................................................15

Using Messenger Fax...................................................................................................................16 What ACCPAC Modules Can You Send Faxes?...............................................................16 Print Destination - Messenger Fax......................................................................................17

Sending One Invoice.............................................................................................................18 Sending a Batch of Invoices .................................................................................................21 Other Useful Information............................................................................................................23

Creating Custom SQL Address Book.................................................................................23

ACCPAC Advantage Series Integration Guide 1



2 2Point Messenger Series



ACCPAC Advantage Series

Integration2Point FAXserve is a network fax system that lets users to sendfaxes directly from their ACCPAC Advantage Series application.

Messenger Fax 2Point Messenger Series – FAXserve provides several speciallydesigned components to integrate tightly with ACCPACAdvantage Series. These components are known as theMessenger Fax option inside ACCPAC Advantage Series.

When installed and activated, Messenger Fax will appear asanother module/folder within ACCPAC Advantage Series.

Users can easily send a single invoice or automate a batch ofdocuments for fax transmission to selected customers.

Messenger Series andFAXserve

FAXserve is part of the 2Point Messenger Series‘ businesscommunications software. It provides businesses complete

document delivery effectively and instantly. You may choosefrom one or both of the two fax services available in FAXserve todelivery your critical business documents:

Advanced Fax Server. Centralizes and utilizes the newestindustry’s high-capacity fax devices into a single secure faxserver. It allows you to leverage your in-house telecomm




Messenger Fax Features

infrastructure for complete real-time fax delivery control andcost savings.

Internet Fax Server. Lets you send and receive faxes

through 2Point’s hosted Internet Fax Service. Mailboxsubscribers can have their own, personal, local fax numbers,without having to install and manage expensive faxhardware. It lets you perform fax broadcasts withoutblocking your production telephone lines.

Messenger Fax FeaturesAs part of the FAXserve 8 promotion, the ACCPAC AdvantageSeries Integration component – Messenger Fax, is available asone of the FAXserve’s standard installable option.

Designed to worktogether

2Point Messenger FAXserve integrates tightly with ACCPACAdvantage Series 5.3 – they were both designed andimplemented using each other APIs to provide completeintegration.

Here are some of the feature highlights:

Simple Print to Fax Delivery. Just change your Print

Destination to FAXserve 8 Print Driver. Built into ACCPAC Advantage Series. FAXserve and

ACCPAC Advantage Series were designed to work togetherseamlessly as one complete business application.

Automate Batch Fax Delivery. No more trouble-somemacros and batch files. Just point and click in ACCPACAdvantage Series to create batches of fax jobs.

Easy to Use Compose Wizard. As part of the MessengerClient, Compose Wizard makes creating a fax job easy.

Custom Designed AAS Address Book. FAXserveprovides a custom ACCPAC Advantage Series AddressBook directly connects to its AR, AP, and AR-NationalAccount database tables – centralizing all your businesscontacts in one place.




Installing Messenger Fax

Flexible and Easy Installation. FAXserve was specialdesigned and optimized to run on almost all systemconfigurations. It does not require NT Domain or ActiveDirectory – simple workgroup environment or even astandalone PC will work. It does not even require expensivefax hardware – you can simply use its Internet Fax Server.

Installing Messenger FaxAs mentioned previously, 2Point FAXserve 8 was designed toreduce the minimum install requirements. Almost anyACCPAC Advantage Series workstation and system would beable to install.

Installation Requirements

Since Messenger Fax is a client integration component, it must beinstalled into system that runs both the ACCPAC AdvantageSeries software and the FAXserve’s Messenger Client software.

The target system must have the following minimumconfiguration and software versions installed.

Software Version RequirementsACCPACAdvantage Series

5.2*/5.3 System Manager 5.3A installed along with othernecessary modules such as OE, AR, AP, etc.

2Point FAXserveMessenger Client

8.0 Messenger Client must be installed and properlyconnects to a Messenger Host Server with one orboth of the 2 FAXserve Servers.

Operating System Windows2000 and

later

Windows 2000 Professional,Windows 2000 Server (all versions)

Windows XP Home EditionWindows XP ProfessionalWindows 2003 Server (all versions)

* AAS 5.2: Requires patch in order to work with AAS 5.2 and there are also feature limitations. ForAAS 5.3 however, it works seamlessly with FAXserve 8 as they were designed to work together.





Installation Steps

We shall assume one of the most common install scenarios – aWindows XP Professional system, ACCPAC Advantage Series5.3A connecting to a remote SQL database.

Assuming FAXserve server is running on other computer, wewill only be installing the Messenger Client and the ACCPACAdvantage Series Integration option.

It is also a good idea to read the User Guide for additionalinformation for Messenger Client installation.

Local Administratorrights to installMessenger Client

The current Logon installer must have the local administratorrights on the target computer in order to install Messenger Client

and its components. This installer must also be an authorizedMessenger User – enabled by Messenger Administrator.

To install the Messenger Client and ACCPAC AdvantageSeries Integration components – Messenger Fax:

1. Insert the FAXserve CD in the CD-ROM drive and chooseInstall Messenger. When the installation Setup windowappears, click Next.

2. Choose “I Accept the Terms of the Agreement” at the license

agreement window, and click the Next button.3. If the following screen appears, choose the Client option,

and then click the Next button.





4. When the Destination Folder screen shows up, click Next toaccept the default location for the program files (this is themost common Windows Program Files directory).

5. You will be prompted to select the Client optionalcomponents – ACCPAC Advantage Series Integration andMicrosoft Outlook Integration. Select ACCPAC AdvantageSeries Integration option and click Next to proceed.

6. If you are satisfied with the choices you have made, click the

Install button.The program displays a status window while it copies theclient software and option.

7. Click Finish when the Completed window appears.





8. Now the Messenger Client and ACCPAC Advantage SeriesIntegration component are installed, the Messenger Clientwill automatically display the following screen to connect tothe target FAXserve server. Double-click the FAXserveserver. (This is the server where this workstation has itsmailbox.)

9. Next, enter the user name and password for FAXserve.

If you are logging in as a domain or Active Directory user,you have to enter the user name in the format of“domain\username ” – e.g. “2Point\John”.

Otherwise, simply enter you Messenger user’s name andpassword to logon.

Note: It is recommended to select the “Remember mypassword on this computer” option. It will let yourMessenger Client Software automatically log onto yourFAXserve system on startup.





Activate 2Point Messenger Module

After installing the integration components and you do not seethe Messenger Folder displayed in the System Manager, youmust active 2Point Messenger Module/Folder. You will onlyneed to do this ONCE.

To Activate 2Point Messenger Module:

1. Launch ACCPAC System Manager and login asAdministrator. (e.g. ADMIN)

2. Click on the Administrative Services on the left pane.

3. Double-click the Data Activation Icon and follow the on-screen dialog to complete the activation procedure. SeeACCPAC Advantage Series’ on-line help and manuals formore information.

4. Once activated, 2Point Messenger will appear as a separatefolder on the left pane of System Manager. The MessengerIcon will also appear in the Company’s desktop.

5. In addition, the Messenger Settings icon will appear in theAdministrative Services’ desktop as shown above.




Understanding Messenger Fax Components

Messenger Settings

To simplify the extra steps to login to Messenger Fax each timeto fax, you can save the designated Messenger user’s logininformation in the Messenger Settings dialog from the SystemManager’s Administrative Services desktop.

Just double-click the Messenger Settings icon in theAdministrative Services’ desktop.

Enter the necessary Login information of the designatedMessenger User and click Save. Then close the dialog.


This section describes the basic components of Messenger Faxand its integration functions.

After installing the ACCPAC Advantage Series Integration, youwill be able to access its various components through the SystemManager.





Messenger ExplorerClient

From the Messenger Folder, double-click the Messenger icon todisplay the Messenger Explorer Client. From there you canbrowse all your sent and received faxes in your mailbox(es).

There are many options and functions you can get to in theExplorer Client – just read the User Guide for more information.

Messenger ComposeWizard

When double-click on the Compose icon, the following ComposeWizard will appear to let you create an outgoing fax job. Youcan select recipient address, specify Client Number, select coverpage, enter message body, add attachment, and schedule faxdelivery time etc.

Read the User Guide for more information on using andconfiguring the Compose Wizard.





Messenger FaxViewer

The Fax Viewer icon will launch the Messenger Fax Viewer. Itlets you to view, annotate, save, and manage your faxdocuments. See User Guide for more feature information.

ACCPAC LoginInformation

While in the Compose Wizard, you must login with yourACCPAC user account information to access the ACCPACAdvantage Address Book. The ACCPAC Login dialog allowsyou to save your ACCPAC login information for next time.

Setting up ACCPAC Advantage Address Book

By default, the ACCPAC Advantage Address Book will notdisplay in the Address Book drop list in the Compose Wizard.

To add ACCPAC Advantage Address Book into Compose

Wizard’s address book list:1. Launch Messenger Compose Wizard and click the down

arrow button to display the address book drop-down list.

2. Select Configure entry to display the Add/Remove AddressBook dialog.





3. Check the ACCPAC Advantage Address Book entry. ThenClick OK.

4. Now, you will see the ACCPAC Advantage Address Book inthe Compose Wizard’s address list. Simply select it todisplay the ACCPAC Advantage Address Book.

ACCPAC AdvantageAddress Book

A specially designed ACCPAC Advantage Address Book letsyou easily select one or more fax recipients using the sameACCPAC Advantage Series customer search and Finder controls.

You may access instantly from 3 different ACCPAC contacttables for fax recipient information:

Accounts Payable (Vendors)

Accounts Receivable (Customers)

Accounts Receivable (National Accounts)




Setting Up ACCPAC Advantage Series

Auto-retrieve ClientNumbers

Not only you can select multiple fax recipient addresses usingthe ACCPAC Advantage Address Book, it will automatically fillin the Client Number field from each recipient based on eachACCPAC Customer Number. This is helpful to keep track of theprecise fax usage based on each customer.

Setting Up ACCPAC Advantage SeriesBesides the Messenger Settings, there are a few items you needto configure correctly.

Canonical Phone Numbers

You should always use the canonical telephone number format when specifying telephone numbers in Windows, in FAXserve,or when addressing faxes in e-mails.

The canonical telephone number format is the technically correct

format to use when displaying or entering phone numbers. Itlooks like this:

+<country code> (<area/city code>) <local number>

For example, a canonical number for someone in Canada orUnited States looks like this:

+1 (505) 555-0100

The “+” indicates that the number is in canonical format.

Although people often separate phone number segments withhyphens or periods (for example, 505-555-1212 or 505.555.1212),both of these forms are grammatically incorrect.

The problem is that not all country codes are the same length—and neither are local numbers—so software programs can’t




Setting Up ACCPAC Advantage Series

decode numbers properly unless they know exactly whichsegment each number belongs to.

In general, when a phone number is NOT in canonical format, it

will be dialed as-is.You should update your contact tables to this standardtelephone number format for Messenger Fax to work correctly.

Create Custom Cover Page Templates

It is a good idea to customize or create new Messenger Mailbox’scover pages exclusively used for faxing invoices and purchaseorders.

For detail information on how to create personal cover pages oruse global cover pages, please see the User Guide.

Customizing Fax Message Template

ACCPAC Advantage Series 5.3 already comes with severaldefault Fax Message Templates. However, you may want tocustomize them for your company’s specific needs.

Select Accounts Receivable in the System Manager, expand and

select A/R Setup, then double-click E-mail/Fax Messages icon.




Using Messenger Fax

The A/R E-mail/Fax Messages screen will appear. Select one ofthe 3 Fax Message Types – Invoice (Fax), Statement (Fax), orLetter (Fax).

Modify the Subject text and message body text as needed.

You may also create a new custom Message ID and Type – seeyour ACCPAC Advantage Series help and manuals for details.

Using Messenger FaxThis section describes how to fax out documents in ACCPACAdvantage Series using the Integrated Messenger Faxcomponents.

What ACCPAC Modules Can You Send Faxes?

Basically, wherever you can print you can send faxes.Every time you use the Print dialog to print documents, you cansend as fax.




Using Messenger Fax

If the Printer is not set for the FAXserve 8 Printer, you can selectit by clicking Setup button and select it from the next dialog.

Then click OK to generate the target document in fax format andthe Messenger Fax’s Compose Wizard will appear allowing youto enter the recipient information etc. It’s very simple.

Print Destination - Messenger FaxAlternatively, if you do a lot of faxing, you can make MessengerFax as the default Print selection.

To Make Messenger Fax as Default Print Destination:

1. From the System Manager, select the File menu and thenselect the Print Destination submenu item.

2. The Print Destination dialog will appear.

3. Select Messenger Fax option. Click OK to save settings.

Note: the Messenger Fax option only appear after you installand activate Messenger Fax.




Using Messenger Fax

4. The Messenger Fax icon will also appear at the bottom rightcorner of the System Manager to show the new setting.

Sending One InvoiceThis section provides step-by-step instruction on how to send asingle invoice to a company with several contacts’ fax machinesusing Messenger Fax integration.

Assume we are going to send an invoice to 3 different contact’swithin a company in the Order Entry Invoice Module.

To send a single invoice using ACCPAC Advantage Series’Order Entry Invoice Module:

1. From the O/E Invoices dialog, enter the invoice number andselect Print Destination.

2. Click Print to display the Print dialog.

If you preset FAXserve 8 Printer earlier as default PrintDestination, it is now ready to use Messenger Fax.




Using Messenger Fax

Otherwise, simply click Setup to select the FAXserve 8Printer in the Print Setup dialog.

Note: do not select the FAXserve 8 Rendering Subsystem in

the Print Setup. This is reserved by FAXserve for internalattachment rendering only.

3. Click OK to print or launch the Messenger Compose Wizard.

Note: there may be a short delay here as ACCPAC retrievethe invoice data and generate the invoice. Then MessengerFax will pick up this invoice and render it into the fax imageformat. Many processes are invoked during this time.

4. When the Compose Wizard appears, you may enter the fax

recipient manually or use one of the many supportedaddress books. Let’s assume you have configured to use theACCPAC Advantage Address Book.

5. Click on the ACCPAC Advantage Address Book.

Select the ACCPAC’s Accounts Receivable (Customers) table

from the drop-down list. Then use the Finder control toselect the intended company.

All of the company’s contact information will be displayedin the customer contact list. Select one or more entries fromthe list and click Fax to move their fax number into thebelow Recipient List.




Using Messenger Fax

6. Click OK to confirm the recipient list and return to ComposeWizard. The recipient list information will be populatedaccordingly.

Note: the Client Number column is also filled using theACCPAC’s Customer Number.

7. Click Next to go to the Messenger Content screen.

You can enter appropriate subject line and message text.The Attachment list is the rendered invoice that is going to




Using Messenger Fax

be sent. You may click on Preview to see the invoice in faximage format. Pick your cover page template – local orshared. Read more in the User Guide.

8. Click Next to the Messenger Options screen.

You can schedule the fax time for off-peak faxing rate. Inparticular, you may want to put the invoice number on thecover page – enter it in the Client Matter field – assuming

your selected cover page has the Client Matter field macro.Messenger ActivityLog

Not only both the Client Number and the Client Matter aregreat in organizing fax documents, but they will also appearinside the Messenger Activity Log (Send Log in particular).This will allow you to keep precise reporting and accountinginformation based on each customer and transactions.

9. Click Finish to complete.

Sending a Batch of Invoices

If you regularly fax out invoices to certain groups of customers,you would want to automate Messenger Fax to send many faxesin batches. This section describes the basic procedure to send abatch of invoices.




Using Messenger Fax

First, you need to configure the Customer’s Delivery Methodproperty to use Fax or Contact’s Fax.

Setting up Customer’s

Delivery Method

Select the target customers to whom you would want to send

their invoices via faxes. Open the A/R Customers Modulescreen as below.

Select one of the 2 Fax Delivery Methods as shown – Fax orContact’s Fax. Then click Save to confirm settings.

Use A/R Invoices Then go to A/R Invoice dialog. Select the Delivery Method toCustomer. The E-mail Message ID and Fax Message ID willshow up. Select the designated Fax Message ID.




Other Useful Information

Enter other process information and click Print.

If you preset the Messenger Settings for login as describedearlier, you batch processing will start immediately. Otherwise,

Messenger Fax will display the Connect dialog to prompt forMessenger User connection on the first customer who is setupfor fax. You will not be prompted to connect for the subsequentfax customers.

The batch processing will continue one by one – it will invokeMessenger Fax whenever a customer’s delivery method is setupfor fax. Depending on the number of fax jobs are beingprocessed, it may take a while.

Note: During batch processing, ACCPAC Advantage Series willautomatically fill in the Client matter (from Compose Wizard’sOption screen) field using the target invoice number. So thecover page of your outgoing faxes will have the proper invoicenumber for each customer.

Other Useful InformationIn general, Messenger Fax provides the necessary components tobridge/integrate ACCPAC Advantage Series and 2PointMessenger FAXserve together. Now it is integrated, many of theMessenger FAXserve Client and Server’s features and functionsare available to your desktop through the Messenger Client.

Read over the User Guide to know more and use these featuresto best suit your needs.

Creating Custom SQL Address Book

Current version of Messenger Fax provides 3 address lists from 3

of the ACCPAC’s contact tables: Accounts Payable (Vendors)

Accounts Receivable (Customers)

Accounts Receivable (National Accounts)




Other Useful Information

If you need to access other tables for recipient fax numbers, youmay create a Custom SQL Address Book if your ACCPACAdvantage Series is deployed using a SQL server. See UserGuide for more information on how to setup this up.

Documents

ACCPAC Advantage Series Integration Guide