Do It Guidance for Knowledge Worker System
DRAFT
4 April 95 Edition
by
Charles G. Schroeder and Wayne J. Schmidt
INTRODUCTION
The Knowledge Worker System (KWS) solves many problems faced by
knowledge workers today such as coordination of individual and
workgroup activities, group task management, task prioritization,
retention and reuse of institutional knowledge, and access to
the right information at the right time to complete work.
One feature of KWS that enables knowledge workers to complete
tasks more efficiently and effectively is a facility for associating
software agents with procedural activities in a KWS to-do
list that can be partially or fully automated. In general, an
agent is something or someone authorized to act in place of another
to produce an effect. In computer terms, it follows that an agent
is programmable and capable of acting automatically in place of
a knowledge worker with the knowledge worker's authority. KWS
refers to these agents as Do Its.
Do Its developed for use with KWS may ideally be considered either
simple or complex. Simple Do Its can currently be
classified into three general categories:
Simple Do Its may operate alone to automate tasks, or two or more
simple Do Its may be integrated to form a complex Do It.
Complex Do Its might often be developed that are discipline specific,
i.e., developed uniquely to automate work for a particular job
function or business process at a given organization. The program
structure and behavior of a complex Do It may be dependent upon
a particular organization's business process and information technology
(IT) environment. As a result, many complex Do Its may not be
readily reusable from one organization to the next. However, every
effort should be made to make simple Do Its as reusable as possible.
DO IT GUIDELINES
User Interface
Introduction
KWS is a Microsoft® Windows graphical environment application.
To promote visual and functional consistency within the KWS performance
support environment, it's recommended that Do Its and other applications
typically used by knowledge workers, such as word processors,
spreadsheets, databases, etc., be Windows-based.
Advantages
Windows-based software offers several advantages: More than one
Windows-based application, e.g., a KWS Do It, can be run at a
time. Information can be transferred between applications using
Windows editing features and the Windows Clipboard. Information
between files can be shared using object linking and embedding
(OLE) or data can be continuously and automatically exchanged
using dynamic data exchange (DDE). (Note: Not all Windows-based
applications support DDE. Consult the documentation for your
Windows application to see if it supports DDE.) With the appropriate
hardware devices and software, Windows multimedia capabilities
can be utilized. A consistent interface allows users to move from
one application to another with ease and speed. Consistency facilitates
the learning process and can minimize the need for training when
new applications are introduced into the workplace, resulting
in increased productivity.
References
KWS Do It developers may wish to reference a book-and-disk package
published by Microsoft Press® titled The Windows Interface:
An Application Design Guide. The book contains the Microsoft
guidelines for creating well-designed, visually and functionally
consistent user interfaces for applications that run on the Microsoft
Windows operating system. Topics covered in the book include:
Software features of the book-and-disk package include:
Additionally, KWS Do It developers may wish to join the Microsoft
Developer Network, a membership program that streamlines access
to Microsoft development information and technology. Depending
on your development needs, two membership levels of the Developer
Network are available. Developer Network Level 1 delivers all
information needed to develop for Microsoft Windows and Windows
NT. At the time of this writing, those who join Level 1 will receive:
Developer Network Level 2 includes all Level 1 benefits plus all
the operating systems and Windows-related Software Development
Kits (SDKs) and Device Development Kits (DDKs) on the Development
Platform CD that's published at least once each quarter.
Perhaps the most valuable item listed above is the Developer Library
CD. This CD-ROM contains over 1.5 gigabytes of information when
decompressed, including over 200 technical articles written exclusively
for the Developer Network by Microsoft technical experts, key
Microsoft Press books, complete resource kits for Windows, self-study
courses, conference papers and presentations, selected journal
articles, and more than 1,300 sample applications that demonstrate
development techniques using C/C++, Visual Basic, FoxPro, and
Access.
Recommended Do It Development Tools
To promote functional consistency and integration of Do Its as
well as reusability of program source code, it makes sense for
Do It developers to standardize on a set of Do It development
tools. As standard practice, USACERL researchers evaluate commercial
software products that might effectively be used for Do It development.
In general, software development products are considered more
favorably if they meet the following criteria:
As mentioned in the Introduction, Simple Do Its are classified
into three general categories: those developed using batch or
script file languages, those developed using application macro
languages, and those developed using program development languages.
Recommended products for developing Do Its in each of these categories
are suggested below.
Batch or Script File Languages
Windows batch file languages, sometimes referred to as cross-application
macro languages, offer features for developing simple and complex
Do Its, with an integration capability for developing compound
applications from commercial, off-the-shelf (COTS) software packages
of the same vendor or different vendors. Among the Windows batch
file languages reviewed, two products most readily meet the selection
criteria defined above. These products are Wilson WindowWare,
Inc's. WinBatch Compiler and Symantec Corp's. ScriptMaker.
The latest version of WinBatch Compiler, version 5.0, is sold
as a stand-alone utility while ScriptMaker version 1.01 is integrated
into Symantec's Norton Desktop Version 3.0 for Windows.
Stand-alone, executable code can be developed with both of these
products and the executables can be distributed royalty-free.
Features common to both WinBatch and ScriptMaker include a simple
BASIC-like syntax, string-handling and array-handling capabilities,
keystroke recording and various functions for file management,
directory management, disk drive management, Window management,
network management, mathematical computation, DDE, messaging and
multi-media.
In general, when it makes sense to use a Windows batch file language
to create a Do It, Do It developers are encouraged to use ScriptMaker
as the standard. ScriptMaker appears to offer the most powerful
features and a more advanced capability to integrate with other
programming languages, e.g., Do Its written with ScriptMaker can
be inserted into other Do Its, or applications, written with Visual
Basic. When using ScriptMaker, it helps if one has had some programming
experience. KWS users who have had no programming experience and
who wish to develop simple Do Its for themselves may find WinBatch
easier to use.
Application Macro Language
MS-DOS® or PC-DOS®-based micro-computer users have worked
with scripting languages to write small custom programs, known
as "macros," since Lotus® 1-2-3® first came
to market in the early 1980s. Since then, scripting languages
have become more sophisticated as they have moved into the Windows
environment. Use of Windows-based, COTS applications offers knowledge
workers several advantages, some of which were mentioned earlier
in the section titled User Interface. Another implicit
advantage in using Windows-based COTS is that most of them include
a scripting language for developing Windows-based macros, or KWS
Do Its, for the a particular application, and sometimes across
a suite of same-vendor applications.
Recently, computer industry journals report that Microsoft
Visual Basic® Programming System, Applications Edition,
has set a standard for cross-product, drag-and-drop macro programming
in the Windows environment. This edition of Visual Basic has just
recently been introduced as the macro language in Microsoft Excel,
Version 5.0. Many other large software development firms, like
Symantec, Lotus, and WordPerfect, are building, or have built,
on the standard being set by Visual Basic. As mentioned earlier,
Symantec has developed the BASIC-like ScriptMaker language. Lotus
is refining its BASIC-like LotusScript language that was first
included with their Improv spreadsheet application. WordPerfect,
instead of extending their own macro language, has chosen to offer
programming hooks to more powerful third-party scripting languages
such as Visual Basic and a new Visual Basic competitor from Borland
International, Inc. (PC Week, 22 November 1993, v10, n46,
p41 (2)).
In general, it's recommended that Do It developers make use of
Windows-based application macro languages whenever possible, noting
that those same-vendor COTS applications that share a common,
BASIC-like macro language offer a more robust capability for integrating
a Do It with other Do Its or applications, and for reusing Do
It program modules.
Program Development Languages
Windows-based program development languages offer the greatest
versatility for developing Do Its with reusable program modules
that can be integrated with other Windows or non-Windows applications,
including other Do Its. It is recommended that the Microsoft
Visual Basic Programming System for Windows Professional Edition,
Version 3.0, be used as the standard Do It program development
language.
Visual Basic was selected as the standard Do It program development
language for several reasons:
The Visual Basic, Professional Edition, provides a rich environment
for creating program user interfaces by assembling prebuilt components
in a visual way. It includes over forty controls, half a dozen
toolkits, programmatic access to data, a report writer, OLE Automation
(an extension of OLE version 2.0), the Microsoft Access®
version 1.1 database engine and more. With OLE Automation support,
you can use desktop applications such as spreadsheets and wordprocessors
as components in Do Its developed with Visual Basic. You can also
extend Visual Basic with hundreds of third-party add-on tools,
many of which are listed in the catalog BasicPro - The Magazine
for BASIC Programmers. (BasicPro - The Magazine for Basic
Programmers may be obtained by contacting Fawcette Technical
Publications, 299 California Avenue, Ste 120, Palo Alto, CA 94306-1912;
Telephone: 415/688-1808.)
The Access database engine provides simultaneous data access for
many popular data formats including Access, FoxPro, dBASE, Paradox,
Oracle, Microsoft SQL Server, SYBASE SQL Server, Btrieve and virtually
any other format via the vendor neutral open Database Connectivity
(ODBC) programming interface. For Do It developers, the current
version of Microsoft Access, version 2.0, is an ideal complement
to Visual Basic. Microsoft Access can be used to create database-centric
Do Its, while Visual Basic can be integrated with Microsoft Access
to create complex Do Its that go beyond traditional database solutions.
In general, when a program development language is required for
Do It development, it is recommended that Do It developers use
either Visual Basic 3.0, Professional Edition, or Microsoft Access
version 2.0, or an integrated combination of both software packages.
Visual Basic comes with a compiler so Do It developers can create
stand-alone, executable code and distribute the executables royalty-free.
The Microsoft Access Distribution Kit can be purchased separately
so that Access code can be compiled and distributed royalty-free
as well. See Appendix A for additional information on Microsoft
Visual Basic 3.0 and Microsoft Access 2.0.
Note that if you plan to use Access 2.0 with Visual Basic 3.0,
Access 2.0 uses a file format for database (.MDB) files that is
different from the format used by Microsoft Access versions 1.1
and 1.0. Since Visual Basic 3.0's database engine as shipped is
compatible with Access version 1.1, Visual Basic 3.0 cannot, by
default, use databases in Access 2.0 format. If you want to share
.MDB format databases between Access 2.0 and Visual Basic 3.0
applications, you must either:
The Compatibility Layer software enables Visual Basic 3.0 and
applications created with Visual Basic 3.0 to use data stored
in Microsoft Access 2.0 databases. It is recommended that Do It
developers install the Compatibility Layer and use Access 2.0
database format as the standard.
The Compatibility Layer software can be obtained via modem from
the Microsoft Download Service Bulletin Board System (BBS) by
dialing (206) 936-6735 and downloading the self-extracting, compressed
file named COMLYR.EXE, or via the Internet by connecting to Microsoft's
Internet host computer using Microsoft's Internet host name ftp.microsoft.com
and downloading the file COMLYR.EXE from the remote host directory
/Softlib/MSLFILES. If you are unable to retrieve the Compatibility
Layer software electronically, you can call Microsoft Customer
Service at (800) 426-9400 and request assistance.
Add-on Visual Basic Programming Tools
Add-on tools for Visual Basic can greatly enhance the Visual Basic
development environment by adding rich custom controls and other
features not found in the Professional Edition of Visual Basic
3.0. Add-on tools for Visual Basic currently recommended as standard
for Do It development include VBTools 4, Muscle 2.0
and Communications Library 3 (VBComm) by MicroHelp, Inc., QuickPak
Professional for Windows by Crescent Software, Inc., and DataWidgets
by Sheridan Software Systems, Inc. Note that these add-on tools
are not required for developing Do Its with Visual Basic.
Before purchasing these ad-on tools or any others not mentioned,
Do It developers should first evaluate their program requirements
and determine whether or not any add-on tools provide the features
that meet those requirements. Appendix B contains brief descriptions
of each of the standard add-on tools mentioned.
Do It Development Conventions using Visual Basic
Naming Conventions for Controls. (Introduction to Programming
for Microsoft Windows Using Microsoft Visual Basic 3.0 Student
Workbook, 1993 Microsoft Corporation, p12.) Visual Basic
keeps track of all controls used in an application and lists them
alphabetically. To take advantage of this, it is recommended that
prefixes be added to the names of all the controls in a Visual
Basic Do It application. In addition to helping the Do It developer
organize the list of controls, the name prefixes will also help
facilitate consistency and readability by non-authors of Do It
source code. By adopting the naming conventions shown in Table
1, Do It source code should be more easily understood and maintained
by non-authors of the source code.
User Interface Design Guidelines. (Introduction to Programming
for Microsoft Windows Using Microsoft Visual Basic 3.0 Student
Workbook, 1993 Microsoft Corporation, p47-48.) User interface
design guidelines are an agreement to create consistent user interfaces.
User interface guidelines are important for ease of learning by
the user. They also prevent programmers and developers from "reinventing
the wheel." For good references on user interface design
guidelines that should be followed when developing Windows-based
Do Its, see The Windows Interface: An Application Design Guide
book previously mentioned in the User Interface/References section
of this document, and the Visual Design Guide contained
within Visual Basic. After installing the Visual Basic software,
an icon for the Visual Design Guide should appear in the
Windows Visual Basic program group.
Menu Guidelines. (Introduction to Programming for Microsoft
Windows Using Microsoft Visual Basic 3.0 Student Workbook,
1993 Microsoft Corporation, p79-80.) If a Do It created with
Visual Basic utilizes menus, under normal circumstances it's recommended
that the Do It have a minimum of three main menu items -- File,
Edit and Help. The File menu should be located as the first menu
item on the left and the Help menu should be located as the last
menu on the right. An option to quit the Do It should always be
made available by selecting Exit from the File menu, where Exit
is located at the bottom of that menu. At a minimum, the Help
main menu should contain an About option that identifies the name
and version number of the Do It, as well as any other brief, pertinent
information. If the Help menu contains more than one option, About
should be located at the bottom of the list. Generally, the Edit
menu should at least contain the options Undo, Cut, Copy and Paste.
Standard Do It Variable Parameters To promote reusability
of Do Its, it is recommended that certain Do It parameters always
be variable, i.e., such parameters should never be embedded in
the source code of the Do It. The basic list of these variable
parameters include:
When an instance of a Do It is created, such variable parameters
should be defined by the user of the Do It. A .INI file can be
created for the Do It to save this variable information.
Organization of Shared Do Its
Most Do Its will likely be shared among KWS workgroup members.
In some cases a shared Do It will be a single executable or application
macro file. In other cases, a shared Do It may consist of a whole
set of files. A Do It file set may include, for example, executable,
configuration, overlay, initialization, database or Visual Basic
project (.MAK), form (.FRM), module (.BAS) and custom control
(.VBX) files, thus appearing much like a COTS application to the
KWS user. This section outlines a scheme for organizing and managing
shared Do Its. Adherence to these principles for organizing Do
Its will help KWS users and administrators identify, maintain
and make use of KWS Do Its.
Directory Naming Scheme
A directory naming scheme is required to handle both scenarios
discussed above, where a Do It is either a single file, or a Do
It is made up of many files. To accommodate both scenarios, all
KWS workgroups should begin by defining a directory named x:\DOITS
on a network shared file service, where x is the network
drive name. The x:\DOITS directory should be included in
the PATH environment variable of KWS workstations. The PATH environment
variable may be changed in the AUTOEXEC.BAT file to include the
x:\DOITS directory, or many network operating systems have
the capability to append directories to the PATH environment variable
via a user login profile.
Additionally, a subdirectory named ARCHIVES should be created
under the x:\DOITS directory. The purpose of the ARCHIVES
subdirectory will be explained later in the section titled Archiving
Do Its.
All KWS Do Its that are a single file, such as a single
.EXE, .COM, or .BAT file, should be stored in the x:\DOITS
directory. Note that many application macro and script files are
saved with unique file name extensions. For example, a WordPerfect®
for Windows macro is stored as a file with a .WCM file name extension;
a PROCOMM PLUS for Windows aspect script file is saved with
a .WAS file name extension; and a PROCOMM PLUS for Windows compiled
aspect file is stored with a .WAX file name extension. These types
of macro and script files, in addition to .EXE, .COM and .BAT
files, that are single-file KWS Do Its should also be saved in
x:\DOITS.
Only those Do Its that are a single file should be saved in the
x:\DOITS directory. A separate subdirectory under x:\DOITS
should be created for saving a KWS Do It that is made up of many
files. The location where a multiple-file Do It is saved can be
generically represented as x:\DOITS\SDIRNAME, where
SDIRNAME is any valid DOS directory name and preferably
a descriptive name with respect to the function of the Do It.
For example, suppose a KWS workgroup shared a Do It, developed
using Visual Basic and consisting of many files, that assisted
with the origination of a travel order. The workgroup might choose
to save this Do It in a subdirectory named TRVLORD. If so, and
this were the only multiple-file Do It the workgroup shared, a
hierarchical tree diagram of this workgroups' Do It directory
structure should appear as shown in Figure 1.
The Do It User Documentation
User documentation for each single-file Do It should be saved
in American Standard Code for Information Interchange (ASCII)
file format in the x:\DOITS directory as filename.TXT,
where filename is the same name as the corresponding .EXE,
.COM, .BAT or application macro file name. The .TXT files should
explain the functional description of the Do It and any instructions
that may be required to use the Do It.
User documentation for each multiple-file Do It should be saved
in ASCII file format in the same subdirectory where all of the
other files for that Do It are saved, i.e., in x:\DOITS\SDIRNAME.
For the example shown in Figure 1, the user documentation file
would be saved in the x:\DOITS\TRVLORD subdirectory. If a multi-file
Do It is made up of more than one executable, batch or macro file,
each of those files should have a corresponding user documentation
file named filename.TXT. Also for multiple-file Do Its,
other files, such as README.TXT or READ1ST.TXT, may be saved in
ASCII format with the other Do It files to convey special information
to the user.
The Do It Technical Note
In addition to user documentation, a technical note should accompany
each Do It. For single-file Do Its, the technical note should
be saved in the x:\DOITS directory as an ASCII file named
filename.TEC, where filename is the same name as
the corresponding .EXE, .COM, .BAT or application macro file name.
For a multiple-file Do It, the technical note should be saved
as an ASCII file named sdirname.TEC in the same subdirectory
where all of the other files for that Do It are saved, i.e., in
x:\DOITS\SDIRNAME. For any Do It, there should
be only one technical note file and it should always be named
with a .TEC file name extension.
The Do It technical note will contain technical information about
the Do It such as:
Archiving Do Its
The x:\DOITS\ARCHIVES subdirectory is where each KWS Do
It should be archived. For each single-file Do It stored in x:\DOITS
and for each multiple-file Do It saved in a subdirectory of x:\DOITS,
there should be a corresponding compressed file created using
PKZIP® file compression software. See Appendix C for a brief
description of the PKZIP and related software.
For single-file Do Its, the compressed (.ZIP) file should be named
filename.ZIP where filename is the same name as
the corresponding .EXE, .COM, .BAT or application macro file name.
Each of these compressed files will minimally contain three files:
the Do It (i.e., the .EXE, .COM, .BAT or macro file from x:\DOITS),
the corresponding user documntation file (i.e., filename.TXT),
and the filename.TEC technical note file. Any source code
files that exist for a .EXE or .COM file should also be included
in the .ZIP file.
For a multiple-file Do It, the compressed (.ZIP) file should be
named sdirname.ZIP where sdirname is the same name
as the corresponding subdirectory of x:\DOITS where the
multiple-file Do It is saved and executed from. The compressed
archive file should contain all files, including any dynamic-link
library (DLL) or custom control files, needed to execute the Do
It, all user documentation files, the Do It technical note and
any available source code associated with the Do It.
Maintaining the Library of Do Its
KWS DoItBase has been developed to assist the KWS administrator
with the maintenance of archived Do Its and to provide a means
for KWS users to easily browse a descriptive list of Do Its available
for their use. KWS DoItBase is a Windows application that allows
the KWS administrator to maintain a list of .ZIP files found in
the x:\DOITS\ARCHIVES subdirectory. Each .ZIP entry in
KWS DoItBase has a short, 40-character description and a long,
256-character description associated with it so that a KWS user
might quickly determine whether or not a particular Do It can
be of use without referring to the user documentation files or
technical notes of various Do Its. It is recommended that the
KWS DoItBase executable file named DOITBASE.EXE be saved in the
KWS application directory, which is most often C:\KWS. It is recommended
that the KWS DoItBase data file be named DOITBASE.MDB. DOITBASE.MDB
should be saved in the x:\DOITS\ARCHIVES directory so users
can have shared access to this file. Note that the KWS DoItBase
data file can be named any valid file name, but it must have the
.MDB file name extension since it's a Microsoft Access database
file.
Example Illustration of Directory and File Structure
A hierarchical illustration of the directory and file structure
as described above is shown as Figure 2, where directory names
are denoted with upper-case text and file names as lower-case.
Based on the above discussion, the compressed files shown in the
Figure 2 example would contain the files as depicted in Figure
3.
Note that the compressed files trvlord.zip and sdirnam1.zip
each contain many files not found in their corresponding directories
x:\DOITS\TRVLORD and x:\DOITS\SDIRNAM1 respectively.
This is because each .ZIP file contains all files associated
with a Do It, including sharable system files and Do It source
code files, whereas the TRVLORD and SDIRNAM1 subdirectories
each contain only those files required to properly execute the
Do It installed in each of those subdirectories.
The dynamic-link library (DLL) files and the Visual Basic custom
control (.VBX) files found in trvlord.zip and sdirnam1.zip
are files that may be used by many Do Its. These files would normally
be installed in the \WINDOWS\SYSTEM subdirectory to permit shared
access by Do Its and to avoid unnecessary, duplicate copies of
these files on a local or shared hard disk. Instructions to install
the .DLL and .VBX files in the \WINDOWS\SYSTEM subdirectory should
be given in the user documentation files of each Do It. Other
files, such as those with .FRM, .BAS, and .MAK file name extensions,
represent Visual Basic source code files for each Do It. Since
a Do It's source code is not required for execution of the Do
It, the source code shouldn't be saved with the Do It executable
file. It's recommended the source code be included in the Do It
archive (.ZIP) file in case a user of the Do It wishes to modify
for custom use.
Access to Shared Do Its
To prevent potentially many KWS users from adding Do Its to the
x:\DOITS directory, or subdirectories of x:\DOITS,
without providing the proper Do It documentation, without maintaining
archive copies of Do Its or without updating the KWS DoItBase,
it's recommended that KWS users be granted only file read
and file execute user privileges to x:\DOITS and
x:\DOITS\ARCHIVES. A designated KWS administrator should
then have file read, execute and write privileges
to all Do It directories and should be assigned the responsibility
of maintaining shared Do Its according to the guidelines discussed
in this document. KWS Do It developers and KWS users who develop
Do Its they wish to share should coordinate with the KWS administrator
to have their Do Its posted to x:\DOITS or an appropriate
subdirectory of x:\DOITS and to the x:\DOITS\ARCHIVES directory
in compressed (.ZIP) file format.
Organization of Personal Do Its
Do Its created by a KWS user for personal use can be saved and
maintained in the same manner as shared Do Its for a workgroup,
with the exception that the directory and file structure described
in the section above can be created on drive C of the users workstation
instead of a shared network drive. Those KWS users who have personal
Do Its should include the C:\DOITS directory in the PATH environment
variable of their workstation.
Although some Do Its may be developed by KWS users that have no
use to other KWS users, in general, when a Do It is developed
by a KWS user, the user should follow this Do It guidance document
to create the proper user documentation and technical note files,
as well as a Do It archive file with the .ZIP compressed file
format. The KWS user should then forward a copy Do It archive
file to the KWS administrator who can decide whether or not to
make it available on the network shared directory.
A Model for Organizing Applications and Data
An organized, consistent method of storing applications and data
files on KWS workstations and shared network file services should
be used to facilitate efficient administration of KWS workstations,
retrieval of data files, file indexing and fixed disk backup procedures.
In this section, the model for organizing applications and data
will first be discussed in terms of applications and data used
by an individual. Next applications and data used by workgroups
will be addressed. Final consideration is given to organization
of classified or other sensitive data.,
While reading this section, keep in mind that some Do Its are
essentially custom-developed applications and Do Its may be integrated
to work transparently with one or more COTS applications. Data
files may be associated with simply a COTS application, a Do It
that's integrated with one or more COTS applications, or with
strictly a custom-developed Do It that operates much like a stand-alone
application.
Organization of Personal Applications and Data
Drive Designation
It is recommended that KWS workstations have two local hard drive
designations, C and D, where operating system, Do Its and COTS
word processing, spreadsheet, database, accounting, presentation,
etc., software are installed on drive C and personal data files
created and used by application software and Do Its are stored
on drive D. Drives C and D can be two physical hard disks, or
logical drive partitions on one physical hard disk. Advantages
associated with this drive designation scheme include:
Naming Data Directories
It is recommended to adhere to a consistent naming scheme when
defining data directories on drive D. In general, it is advised
to create a separate data directory for each application on drive
C that produces data files, e.g., Microsoft Excel produces spreadsheet
files with .XLS file name extensions, Lotus® Freelance Graphics
for Windows produces presentation files with .PRE file name extensions,
and Microsoft Windows Write produces files with a .WRI file name
extension. In most cases, the default file name extension can
be used in naming the application data directory on drive D by
following the format "D:\extFILES" where ext
is the default file name extension for data files created by an
application installed on drive C. For other cases ext could
be a two or three character abbreviation of the application, e.g.,
using D:\WPFILES as the data directory for WordPerfect for Windows.
Table 2 shows a sample list of applications along with the corresponding
executable file names, application directory names on drive C,
and data directory names on drive D.
In each of the data directories, e.g., D:\XLSFILES, many different
subdirectories can be created to save data files that are associated
with projects, activities, tasks, or other subject matters. Ideally,
these subject matter subdirectories would be consistent from main
directory to main directory. An illustration of this concept is
shown as Figure 4.
As Figure 4 illustrates, notice that it is not necessary for all
main data directories to have the same number of common subdirectories,
since it may not be appropriate to have each subject matter associated
with each application. However, when it is appropriate to have
subdirectories defined in multiple main data directories for the
same project or subject matter, these subdirectories should be
named the same.
Table 3 further illustrates this method of storing data files
created as a result of executing a Do It.
Assume the first Do It in Table 3 named Total Quality Management
Report Do It is a Visual Basic application named TQM.EXE
that actually prompts the user for certain information and then
executes WordPerfect for Windows and generates a report that's
a WordPerfect document. In some cases, it might make sense to
save this report as an attachment to a task or step within KWS.
Alternatively, it might be appropriate to store the report document
obtained as a result from running the TQM.EXE Do It in the data
directory D:\WPFILES\TQM. Table 3 illustrates the latter scenario.
Assume the second Do It in Table 3 named Master Planning Do
It is a Visual Basic application named MASTPLAN.EXE
that produces many output files. In this example, suppose the
various output files created as a result of executing the MASTPLAN.EXE
Do It are saved using a custom file format where the Do It developer
chose to use a .MPL file name extension to uniquely identify the
files. It would then be appropriate to define a main data directory
named D:\MPLFILES, as shown in Table 3, for storing these output
files. As for any other main data directory, subdirectories associated
with various projects or subject matters could be created under
D:\MPLFILES if it would be advantageous to do so for file organization
purposes.
Defining Working Directories for Applications
Another advantage to using this directory structure is apparent
when defining working directories for Windows applications. Working
directories are normally defined using the Program Item Properties
dialog box which is accessed by highlighting the application icon
and choosing File from the Windows Program
Manager main menu and then Properties from
the File menu. An example of a Program Item
Properties dialog box for the Microsoft Windows Write application
is shown as Figure 5 with the working directory specified as D:\WRIFILES.
When the Microsoft Windows Write application is executed and a
*.WRI file is to be opened, the File Open dialog box defaults
to the D:\WRIFILES directory with the directory tree displaying
all subdirectories of D:\WRIFILES as shown in Figure 6. This makes
it very easy to search for other .WRI files since the only place
on the hard disk that .WRI files should be stored are within D:\WRIFILES
and it's subdirectories.
Single-Drive Workstations
In some cases, it may not be feasible to configure a KWS workstation
with two drive designations. For those KWS workstations that have
only one hard drive designation, i.e., drive C, the recommended
model for saving data files varies only slightly from the two-drive
model described where all data files are stored on the drive D.
For single-drive KWS workstations, it's recommended that a directory
named C:\FILES be created. This directory then replaces the root
directory of drive D in the model for saving data files. For example,
compared to the data directory structure of a dual-drive workstation
illustrated in Figure 4 where all main data directories are in
the root directory of drive D, Figure 7 shows a comparable directory
structure where all main data directories are located in C:\FILES.
For the single-drive workstation, having all main data directories
under the C:\FILES directory helps to facilitate efficient data
file backup and file indexing since all data can be backed up
and indexed recursively into all subdirectories from C:\FILES.
Organization of Shared Applications and Data
Shared applications should be made available to KWS users on a
network file server. If possible, the network drive designator
corresponding to the location of shared workgroup applications
should be different than the drive designator used for shared
data directories.
It's recommended that data to be shared by a workgroup be saved
on a network shared file service. For consistency advantages,
the same directory structure shown in Figure 4 should be used
on the network drive. If everyone in the workgroup understands
and uses this data directory structure on their drive D, finding
and retrieving shared data files should be intuitive.
Organization of Classified or Other Sensitive Data
For KWS user's that work with classified data or other sensitive
information, it's recommended that this data be saved on removable
disk media such as a standard removable fixed disk, floptical
disk, Bernoulli cartridge disk, or magneto-optical disk. Any of
these types of disks can be secured in a locking safe and retrieved
for use as needed. Again, the same directory structure shown in
Figure 4 should be used on the removable data disk.
EXCEPTIONS
Situations will probably occur that will make it infeasible to
follow all guidelines mentioned above. This type of exception
as well as others should be handled on a case-by-case basis by
a KWS administrator and any other individuals involved, such as
KWS Do It developers, local area network (LAN) administrators,
and KWS users.
APPENDIX A
Specifications for Microsoft Visual Basic and Access
Microsoft Visual Basic with Professional Toolkit (V.1.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
Microsoft Corp.
Address:
One Microsoft Way
Redmond, WA 98052-6399
8004269400; 206/882-8080
Direct sales: 800-MSPRESS
FAX: 206/635-6100
Tech support: 206/454-2030; 206/637-7098 (Windows)
Tech support BBS: 206/936-6735
-
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Design, Testing Software
Specifications:
Manufacturer's suggested list price: $495
Release date: 1992
Application: Application Development Systems
Compatible with: Windows 3.X
Additional hardware/software required: Windows 3.X
Product Summary:
Includes custom controls and programming tools to enhance applications
with technologies including OLE, penbased computing, multimedia,
graphing, grids and multiple document interfaces. Features Windows
help compiler, Windows API online reference, setup kit and custom
control development kit.
Full Description:
Programming tools and controls allow programmers to access newest
technology in Windows, including multimedia, handwriting recognition
and object linking and embedding. Custom controls allow programmers
to quickly plug advanced features and functionality into their
programs such as graphing, spreadsheetlike grids and graphical
3D userinterface components. Provides singlesource solution for
broad range of fullfeatured Windowsbased applications. Enhances
existing applications and creates new ones.
Features include controls to enhance object linking and embedding
technology, penbased computing, multimedia, graphing, grids and
Multiple Document Interfaces. Features access to 15 new controls,
Windows help controller and Windows API online reference. Includes
setup kit that helps developers create standard installation programs
for their applications, plus sample applications, bitmaps and
business clipart library. Contains complete documentation and
sample code for creating custom controls with a compiler such
as Microsoft C 6.0 or later and Microsoft QuickC graphical development
for Windows.
Microsoft Access (V.2.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, March 1995
Company:
Microsoft Corp.
Address:
One Microsoft Way
Redmond, WA 98052-6399
800/426-9400; 206/882-8080
Direct sales: 800-MSPRESS
FAX: 206/635-6100
Tech support: 206/454-2030; 206/637-7098 (Windows)
Tech support BBS: 206/936-6735
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Data Base/File Management
Specifications:
Manufacturer's suggested list price: $495
Release date: 1994
Application: Data Base/File Management
Compatible with: Windows 3.X
Minimum RAM required: 6 MB
Disk storage required: 6 MB
Additional hardware/software required: Windows 3.X
Network compatibility: Novell; 3Com; NetBIOS; Banyan; LAN Manager;
LAN Server; Windows for Workgroups
Product Summary:
Client/server DBMS for Windows. Allows user to build database
that contains text, numbers, pictures, sound and fullmotion video.
Reads and writes data in popular file formats. Includes Table
Wizard, Query Wizards and Command Button Wizard. Includes Graphical
Relationship Design, Expression Builder, builtin Database Documentor
and AddIn Manager. Queries database 100,000 records, and 1,052
records are returned in 2.85 seconds.
Full Description:
Relational database management system for Windows. Features IntelliSense
technology, which senses what the user wants to do and produces
the desired result. Includes more than 30 Wizards that facilitate
complex tasks. Table Wizard designs tables, Command Button Window
creates command buttons, and Cue Cards provide stepbystep instruction
alongside the task on which the user is working. Graphical relationship
tools help the user design relationships between tables and allow
the user to see the database design at a glance.
AutoForm and AutoReport allow the user to create dataentry forms
and reports with a single mouse click. Form and Report Wizards
create forms and reports. Top Value queries allow the user to
zero in on the most important data. Includes OfficeLinks with
OLE that allow the user to add spreadsheets from Microsoft Excel
and documents from Word to the database, and then edit them. Analyze
It and Publish It buttons allow the user to send data to Microsoft
Excel or Word automatically for analysis or mail merging. Mail
Merge Wizard automatically works with Microsoft Word to facilitate
mail merges. Includes direct support for Microsoft FoxPro, SQL
Server, dBase, Paradox, and other popular file formats. The Mail
It button allows the user to send information via Microsoft Mail
or other mail programs. Additional tools include referential integrity,
enginelevel validation, menu builder, and expression builder.
Microsoft Access Distribution Kit (V.1.1)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, March 1995
Company:
Microsoft Corp.
Address:
One Microsoft Way
Redmond, WA 98052-6399
800/426-9400; 206/882-8080
Direct sales: 800-MSPRESS
FAX: 206/635-6100
Tech support: 206/454-2030; 206/637-7098 (Windows)
Tech support BBS: 206/936-6735
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Data Base/File Management
Specifications:
Manufacturers suggested list price: $495
Release date: 1993
Application: Data Base/File Management
Compatible with: Windows 3.X
Minimum RAM required: 4 MB
Additional hardware/software required: Windows 3.X; Microsoft
Access DBMS V.1.1
Product Summary:
System that allows developers to distribute free runtime applications
written with Access database. Applications are bootable from Windows
Program Manager. Includes Windows help compiler and setup system
that helps developers create installation routines and final disks.
APPENDIX B
Descriptions of Standard Add-on Tools for Visual Basic
VBTools (V.4.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
MicroHelp, Inc.
Address:
4359 Shallowford Industrial Pkwy.
Marietta, GA 30066
800/922-3383; 404/516-0899
FAX: 404/516-1099
Tech support: 404/516-0898
Tech support BBS: 404/516-1497
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Programming Utilities
Specifications:
Manufacturer's suggested list price: $129
Number sold: 11,500
Release date: 1994
Application: Programming Utilities
Compatible with: Windows 3.X
Minimum RAM required: 2 MB
Disk storage required: 2 MB
Additional hardware/software required: Windows 3.X
Source language: C++; Visual Basic
Customer support: Free phone support
Site licensing available: Yes
Product Summary:
Collection of 54 custom controls including spreadsheet, 3 custom
list boxes, and masked edit control. Allows user to write professional
Visual Basic programs. Includes prewritten toolbox routines and
forms, Assembly language routines, key words and graphics. Features
3D enhanced controls and includes Farpoint Technology Grid/VBX.
Full Description:
Custom control package for Visual Basic. Includes more than 50
controls, including all of the 3D Gizmos controls, a tab control,
and a splitter control. VB and Windows enhancements include 3D
Label, 3D Button, Button, Tag Box, Spin, File List Box, Flip,
Text Box, Tree, Horizontal and Vertical Scrollbars and MDI.
Graphics with Pizzazz includes Picture control that displays bitmaps
in multiple formats. Provides security identification, real estate
sales systems and human resource applications. Supports DIB and
PCX file formats. Gauge, Invisible, Slide, Multi, Line, Cards
and Dice are among the tools provided.
Advanced Controls includes Grid spreadsheet, Chart, Icon Tag,
Tool, Callback and Stretch. With Timer Oriented Controls user
may set an Alarm. Animate custom control is an enhanced picture
box control that can display a sequence of bitmaps. Includes Clock,
Histograph, Marquee, Screen Saver, Keyboard State and Timer controls.
MicroHelp Muscle for Visual Basic (V.2.1)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
MicroHelp, Inc.
Address:
4359 Shallowford Industrial Pkwy.
Marietta, GA 30066
800/922-3383; 404/516-0899
FAX: 404/516-1099
Tech support: 404/516-0898
Tech support BBS: 404/516-1497
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Programming Utilities
Specifications:
Manufacturer's suggested list price: $129
Number sold: 4,000
Release date: 1993
Application: Programming Utilities
Compatible with: Windows 3.X
Minimum RAM required: 2 MB
Disk storage required: 2 MB
Additional hardware/software required: Windows 3.X
Source language: Assembly
Customer support: Free phone support
Site licensing available: Yes
Product Summary:
Windows DLL includes more than 600 routines that can replace hundreds
of lines of Visual Basic code. Provides file browser, floating
popup menus, ASCII table, tree display, calendar, calculator and
file manager. Handles DOS and other errors internally. Customizable.
Full Description:
Handles errors internally. Provides popup routines, dialog popups,
Visual Basic controls, Visual Basic missing keywords, windows
services, string routines, display routines, file and device routines
and disk and directory routines. Includes basic array and MicroHelp
array routines, error handling, memory and keyboard routines,
system routines, date and time routines, bit manipulation and
miscellaneous routines.
Popup routines appear in popup windows and allow the user to select
a directory via mouse or keyboard. Dialog popups provide floating,
popup menus anywhere on the display, and allow user to select
from all available fonts and set size, color, italics and bold.
Visual Basic controls change the style of a control at runtime.
Visual Basic missing keywords swap any two variables of the same
kind. Windows services return an array filled with the keywords
from the indicated .INI file. String routines include six functions
that handle simple data compression while display routines include
13 string functions that return ANSI sequences as a result.
File and device routines open a file in the indicated mode. Directory
routines return a string containing the complete drive and path
for the specified drive. Disk routines set the default drive.
Basic array routines delete Basic array elements while MicroHelp
array routines utilize all available memory to hold array data.
Memory routines replace PEEK and POKE. Date and time routines
configure Muscle to automatically format time and date operations
to user's specific formats.
MicroHelp Communications Library for VB (V.3.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
MicroHelp, Inc.
Address:
4359 Shallowford Industrial Pkwy.
Marietta, GA 30066
800/922-3383; 404/516-0899
FAX: 404/516-1099
Tech support: 404/516-0898
Tech support BBS: 404/516-1497
Category:
Software, Communications
PC Communications Utilities
Specifications:
Manufacturer's suggested list price: $149
Number sold: 3,500
Release date: 1995
Application: PC Communications Utilities
Compatible with: Windows 3.X
Minimum RAM required: 4 MB
Disk storage required: 4 MB
Additional hardware/software required: Windows 3.X; Visual Basic
2 or later
Source language: Assembly
Customer support: Free phone support
Site licensing available: Yes
Product Summary:
Set of communications routines with various terminal emulations
and file transfer protocols to add data communications to Visual
Basic applications. Provides up to 115,200 baud interruptdriven
routines working in background, allowing program to continue other
foreground tasks.
Full Description:
Allows the user to simultaneously access up to eight serial ports.
Includes Xmodem, Ymodem, YmodemG, Zmodem, Kermit and CompuServe
B+ protocols for automatic file transfers that take place in the
background, while the user's program is performing other chores.
A text box display routine is included for terminal emulation.
Includes limited ANSI command support. Includes Visual Basic Subprograms
and Forms for serial port and parameter selection, dialing the
phone and selecting files for transfers. Includes fullyfunctional
example programs.
QuickPak Professional for Windows (V.3.22)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
Progress Software Corp. (Crescent Division)
Address:
11 Bailey Ave.
Ridgefield, CT 06877-4505
800/352-2742; 203/438-5300
FAX: 203/431-4626
Tech support: Use main no.
Tech support BBS: 203/438-3314
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Programming Utilities
Specifications:
Manufacturer's suggested list price: $199 (source code incl.)
Release date: 1994
Application: Programming Utilities
Compatible with: Windows 3.X
Minimum RAM required: 256 KB
Disk storage required: 2 MB
Additional hardware/software required: Windows 3.X
Source language: Assembly; BASIC
Customer support: phone support; tech support via BBS
Site licensing available: Yes
Product Summary:
Add-on library for use with Visual Basic. Collection of subroutines,
functions and custom controls. Includes array manipulation, lowlevel
routines and complete set of hardware routines.
Full Description:
Collection of subroutines, functions and custom controls for Visual
Basic. Includes 400 services to help user improve quality of programs.
Offers low-level routines written in assembly language and highlevel
services written in Visual Basic and C.
Creates programs that are interpreted at runtime. Provides routines
for searching and sorting all data types including floating point
and currency arrays. Loads and saves entire arrays in one operation.
Provides access to the Windows API services and the hardware ports.
Allows user to set up hot keys and intercept all keyboard events
before they are passed to program or other Windows application.
Highlevel file services include file searching, encryption and
copying multiple files based on wild card specifications. Accepts
formulas even with nested parentheses and computes the result.
Includes contouring routines for creating a sculpted look on Visual
Basic forms. Supplies special enhanced dialog boxes for file open
and save and selecting colors and dates.
Provides input controls with dataspecific editing for data types
including currency, dates, floating point numbers, integers, general
text with data masks and times. Offers text justification when
control does not have the focus. Provides character lookup tables
that allow user to specify acceptable characters for data entry.
Allows password entry where all typed characters are echoed to
the screen using a single selectable character.
DataWidgets (V.1.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, February 1995
Company:
Sheridan Software Systems, Inc.
Address:
35 Pinelawn Rd., Ste. 206E
Melville, NY 11747
516/753-0985
Direct sales: 800-VBDIRECT
FAX: 516/753-3661
Tech support: Use main no.
Tech support BBS: 516/753-5452
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Design, Testing Software
Specifications:
Manufacturer's suggested list price: $129
Release date: 1993
Application: Application Development Systems
Compatible with: Windows 3.X
Minimum RAM required: 2 MB
Disk storage required: 3 MB
Additional hardware/software required: Windows 3.X; Visual Basic
Customer support: phone support; tech support via BBS
Site licensing available: No
Product Summary:
Set of bound data controls for Visual Basic 3.0. Includes bound
DataGrid with inplace editing, DataDropDown for lookup tables,
enhanced data control with nth increment scrolling and bookmark
features, 3D DataOption button, 3D command Data Button and DataCombo.
Full Description:
Set of bound custom data controls for use with Microsoft Visual
Basic 3.0. Allows the developer to design front ends for database
applications. Creates a frontend that has the look and feel of
the Microsoft Access data grid. Features include the DataGrid,
a bound data grid with inplace editing. It is bound to Visual
Basic's data control and by placing a DataGrid and a data control
on a Visual Basic form, users create a fully editable grid without
writing any code.
Also includes a DataDropDown for adding lookup tables to the bound
grid. Both DataGrid and the DataDropDown utilize only the memory
needed to fill the grid or table and allow unbound columns for
calculated fields. Includes the Enhanced Data Control which adds
nth increment forward and backward scrolling and a bookmark feature.
Other features include the DataOption Button which is a 3D option
button, the Data Button which is a 3D command button and the DataCombo
in which the edit and drop down portions can be linked to separate
data controls.
APPENDIX C
Description of PKZIP, PKUNZIP, PKSFX Software
PKZIP, PKUNZIP, PKSFX (V.2.0)
Data Sources Report COPYRIGHT 1995 Information Access Company
Computer Select, March 1995
Company:
PKWARE, Inc.
Address:
9025 N. Deerwood Dr.
Brown Deer, WI 53223-2437
414/354-8699
FAX: 414/354-8559
Tech support: Use main no.
Tech support BBS: 414/354-8670
Category:
Software, Systems (DBMS, Languages, Utilities, ...)
Disk, Tape, and File Utilities
Specifications:
Manufacturer's suggested list price: $47
Release date: 1994
Application: Disk/Tape/File Utilities
Compatible with: PCMS/DOS; OS/2; DEC VAX/VMS
Minimum RAM required: 71 KB (PKSFX); 86 KB (PKUNZIP); 206 KB (PKZIP)
Disk storage required: 71 KB
Source language: Assembly
Customer support: Maintenance fee $8 per yr.; technical support
via BBS; technical support via online access
Site licensing available: Yes
Product Summary:
Data compression utilities for saving disk space and file transmission
time. PKZIP creates ZIP archive files. PKUNZIP extracts files
from ZIP archive files. PKSFX is executable file that automatically
extracts files when run and includes ZIP2EXE utility which adds
PKSFX to existing ZIP files, turning them into selfextracting
files.
Full Description:
This utility creates archive files called ZIP files containing
one or more files in a compressed state. All attributes of a file,
as well as directory structure, can be stored. The program uses
an external configuration file, allowing the user to keep the
program set up and customized. Includes optional keyword encryption,
providing secure protection for sensitive data.
Features PKUNZIP, which extracts files from the ZIP archive files,
recognizes all PKZIP compressed formats and ensures data integrity
by the use of a 32bit CRC. Uses list files and returns DOS error
codes. Includes the PKSFX utility in two versions: the standard
selfextractor and the junior selfextractor. A PKSFX file is an
executable file that automatically extracts the user's files when
run.
The authenticity verification feature ensures that a file is not
tampered with between its creation and its extraction. Returns
an exit code in the DOS errorlevel variable for automated applications.
Creates files which span more than one disk, allowing the user
to create large files, including backup copies of the hard drive.
During the backup procedure the program can format floppy disks
onthefly, so the user does not need to anticipate the number of
disks needed ahead of time. Detects the exact type of CPU and
EMS memory the computer is using.
Table 1: Naming Conventions for Visual Basic Controls Control Type
Name Prefix Check Box
chk Combo Box
cbo Command button
cmd Directory list box
dir Drive list box
drv File list box
fil Form
frm Frame
fra Grid
grd Horizontal scroll bar
hsb Image
img Label
lbl Line
lin List box
lst Menu
mnu OLE client
ole Option button
opt Picture box
pic Shape
shp Text box
txt Timer
tmr Vertical scroll bar
vsb

Figure 1. Tree Diagram of Do It Directory.

Figure 2. Tree Diagram of Do It Directory and File Structure.
Figure 3. Tree Diagram of Compressed File Contents.
Table 2: Corresponding Application and Main Data Directories Application
Executable File Name) Drive C
Application File Directory Drive D
Data File DirectoryMicrosoft Excel
(EXCEL.EXE)C:\EXCEL
D:\XLSFILES
Microsoft Windows Write
(WRITE.EXE) C:\WINDOWS
D:\WRIFILES Lotus Freelance Graphics
(FLW.EXE) C:\FLW
D:\PREFILES WordPerfect for Windows
(WPWIN.EXE) C:\WPWIN
D:\WPFILES C:\POWERPNT
D:\PPTFILES Microsoft Windows
Cardfile
(CARDFILE.EXE) C:\WINDOWS
D:\CRDFILES 
Figure 4. Sample Tree Diagram of Data Directory Structure.
Table 3: Corresponding Do It and Do It Data Directories
Application
(Executable File Name)Drive C
Application File DirectoryDrive D
Data File DirectoryTotal Quality Management Report Do It
(TQM.EXE)C:\DOITS
D:\WPFILES\TQM Master Planning Do It
(MASTPLAN.EXE) C:\DOITS
D:\MPLFILES

Figure 5. Program Item Properties Dialog Box.
Figure 6. File Open Dialog Box.
Figure 7. Data Directory Structure for Single-Drive Workstation.
Back to Table of Contents