core banking tips 4

file types

in cbs almost all reports are generated as files.

we can open these and save these files easily.

dot htm.

most of the small reports are in this format.

pass sheet is in this format.

v can open this file and save this file easily.

if u want to change anything in this file

open the file using any html editor like front page.

dot pdf.

many reports available in the reports websites

( like business objects ) is in this format . u need a

pdf reader to open this file. adobe pdf reader can be

downloaded from the cannet site and can be installed easily.

contents of pdf file cannot be changed. we can at best fill

up certain blanks if v have a pdf editor. pdf editor is costly and

is not provided by the bank.

printing a pdf file is very easy. we can select the required pages.

no need to print the whole report. in fact printing itself is not

necessary . simply save it and query it. select edit from the top bar

and type the string which u want to search . for example if u want to

know whether a o d is due for a particular account simply query the

prr12 report with the account number or name and if necessary print

that page for records.

excel files.

these files are used to uplink data to the server. u need excel

programme to open these files. ask the windows vendor to install

the program if it is not availbale . ( earlier these programs were

deliberately deleted while loading windows in some cases ). excel is

the modified version of our good old spreadsheet. excel is very useful

in handling data in the form of tables.

dot doc files.

use microsoft word or openoffice programme to open

these files. open office is available for free download

( probably in our cannet site) . doc files are essentially text files

with enhanced editing features.

dot txt files.

simple text files . opens in note pad .

can easily be attached to an email

as in line text . ( not as attachment but

as text in the message itself ).

what we are saying is

install pdf reader , excel , openffice etc

and enjoy the reports features of cbs.

core banking tips 3

access tips

migration is over. cbs is up and running but you fail to access

the system. you click an icon and wait but nothing happens.

cbs is an application program running on internet explorer.

if the access problem is seen on all nodes probably it is due to

indequate bandwidth or or problems at the database centre.

we can do litlle other than posting the problem on remedy. remedy

is a website address on which you can make entries which

will be read by the head office team. they will address your problem

and post the action taken. you can login into remedy to see the status.

remedy can be accessed from any node . just type its url in the address bar

of the internet explorer. to use it again keep a shortcut on the desktop by

going file and clicking send. user id is TVM....(dpcode) for

trivandrum circle branches. default pass word is CANARA.

if the access is problem is seen only in some nodes try the settings of internet

explorer. click tools / internet options / security /trusted sites / custom level .

ensure that use popup blocker is disabled , software channel permissions is

low safety . most other options are enabled but compare with the settings in a

working node before changing the options.

at the trusted sites you can click on sites and add the current site. ( it would

have been aded already but nothing wrong in adding again) .

please also go to file and see that work offline is not ticked.

the measures suggested above are emergency steps to get the system going.

the correct way is to get the settings checked by an expert. cbs team can access

your node using the program called vnc. ( get the program installed in your nodes.)

cbs team needs to know the address of your node for remote access. to know the

address just keep your mouse pointer on the vnc icon at the right bottom of your

desktop.

so what we are saying is

if you face access problem in all your nodes report the

problem and seek remedy.

if the problem is only in some nodes check up the settings

core banking tips 2

pass sheet generation


probably the most immediate problem one will face after
migration to c b s is to generate pass sheets in the new
platform. customers will not be prepared to wait or listen to
to your explanantion . they want the pass sheets and nothing else.

in c b s one can get reports in two basic forms . standard reports ( like flash , prr12 ) are generated by the system and kept in separate websites ( like business objects ). these can be accessed by simply going to the website . ( to go to a website just type its address in the address bar of the internet explorer) . the other type of reports ( like pass sheets ) which are user defined are generated using the general command 7775 and then the command for the specific report .

c b s treats acounts broadly in two categories viz. loans ( with specific repayment instalments ) and others ( which is known also as c a s a accounts and include the categories like sb, ca, overdraft etc. ) the specific command to get a pass sheet of a casa account is ch220 and for a loan accounts it is ln604 .
so let us type ch220 for the pass sheet of an od account. a separate window will appear asking you to give information like account no. , period ( give dates in the format dd/mm/yyyy ) , whether service charge is waived ( give y ) , whether the information is required on posted basis or value dated basis ( give v ) . click generate and system generates the rport.

to access the generated report use the command 7778 . system will bring up the list of generated reports. tick the one you want and click view. ( the report need not be viewed on the same day. it will remain under 7778 till it is viewed ) . system will bring up the report and keep it on your desktop ( minimised on the bottom line ) . click it to open to read it , save it or print it. ( editing is not possible in the normal way but can be done using facilities like frontpage ) .

now save the report in a separate folder and email it to the customer by inserting the report as an attachment . ( incidentally email can be configured in any node as a parallel connection of the existing email id ).

let us do it again . generate a pass sheet of an od account.
7775
ch220
fill up the details
generate
7778
tick the required statt
view
open
save
insert in an email
send

pass sheet generation is a very simple task. explaining it
is difficult. doing it is easy.

core banking tips

this post is meant for those branches of canara bank which are migrating to c b s .
views and suggestions given here are personal and hence should not be considered as authentic
or official.

the concept
c b s is conceptually different from i b b s . interest regime is based on a different concept.
g l is a new concept . reports are almost fully delinked from transaction and are generally available in independent formats and websites. submit is an additional step involved in posting transactions. it is possible to login to any branch from anywhere . account numbers remain same even on transfer to another branch.

the change over
migration is the most difficult part. try not to carry over unfinished transactions to the new platform. take care to minimise pending items under osc/ cdb during migration. note to take help at every stage. remedy is a tool available in the system. start using it early. look up staff
hl , lhv etc ( where simple interest and zero interest are involved) soon after migration . take principal and interest figures from ibbs and correct the mistakes if any at the earliest.

stay cool . the new platform is much better and easier to work on.

this series will continue dependending on the need and the
time available. feel free to post querries here or email them
to mkmathai@yahoo.com or call on skype ( lisma1952)
between 7 to 8 am.