The Options item in the Tools menu
allows you to configure Stonefield Query so it works properly for you.
The options in the General page are:
- Display real table and field names: if you are familiar with the name of your application's tables and fields, you might find it easier to locate the tables and fields you want by their real names. If you turn this option on, Stonefield Query displays the real name followed by the descriptive name in parentheses.
- Automatically sum numeric fields: turn this setting on if you want numeric fields to automatically be summed when you add them to a quick report.
- Create and display report snapshots: the Sample page of the Reports Explorer shows a snapshot of what the report looked like the last time it was run. Storing snapshots for each report makes your reports file much larger, which may be an issue if you're short on disk space. In that case, turn this option off to prevent snapshots from being created.
- Warning if no filter when a report is run: if you run a report without creating a filter for it and there are a lot of records in the tables in that report, it can take a long time to run the report. To prevent this, Stonefield Query warns you that there is no filter for the report and gives you the option of running the report anyway or canceling. If your tables don't contain a lot of records and you don't want to see this warning message when you run a report without a filter, turn the Warning if no filter when a report is run setting off.
- Send summary queries to database engine: some types of reports, such as quick reports with the Summary report option turned on, cross-tab reports, and charts, summarize the raw data in your database to produce the final results. Some database engines have no problem doing the summarization, in which case you should turn this option on. However, other database engines do not perform summarization very quickly, and in fact it can be significantly faster to have Stonefield Query retrieve the raw data and do the summarization itself. If you find those types of reports running slowly, try changing the setting of this option, either turning it off or on, to see if that improves the performance.
Note that if you turn this on, your reports cannot have fields that don't appear in the report in the Selected Fields list in Step 2 of the report wizard. For example, if you have a quick report with Country, City, and Amount, the report groups on Country and sums on Amount, and has Summary report turned on, the City field doesn't appear in the report because it's neither grouped nor summed. In that case, if you select this report when Send summary queries to database engine is turned on, you will get a warning message that City has to be removed from the report.
- Preview reports in tabbed pages: if you turn this option on and then preview several reports (or even the same report more than once), Stonefield Query puts each report into a separate tab in a single Preview window. With this option off, each report appears in its own Preview window.
- Display progress during report runs: turn this option if you want to see a window displaying the progress of a report run. This window includes a Cancel button you can click to cancel the report if you wish. Turning this option on dims the Reports Explorer and any open report wizards and slows down report runs slightly but in our opinion is worth it.
- Check for news items at startup: turn this option on to automatically check once a day at program startup to see if there is any news about Stonefield Query, and if so, display the latest news item. Even with this option turned off, you can still check for news with the News from Stonefield Software Inc. function in the Help menu.
- Remind me when my software maintenance is about to expire: if this option is turned on, Stonefield Query reminds you before your software maintenance is about to expire. This is helpful, because your software maintenance must be current to receive updates and technical support.
- Continue running reports if cannot connect or one report fails: if this option is turned off (the default), when you run a batch report and one of the reports fails for some reason, the batch report stops without running the rest of the reports. If this setting is turned on, the batch run continues with the next report.
This also applies to a multi-database report: if this option is turned off, when you run such a report and it cannot connect to one or more of the specified databases, the program asks you if you want to continue. If this setting is turned on, the report continues to run without asking you.
- Retrieve records from database in batches (asynchronously): if this option is turned off, Stonefield Query retrieves the entire set of records it needs for a report from the database at one time. While this is great for performance, it also means that you cannot stop a report run while the records are being retrieved. If there are a lot of records, you may have to wait a while before pressing Esc or clicking the Cancel button stop the report run. Turning this option on tells Stonefield Query to retrieve records in batches and check for Esc or Cancel between each batch. This gives you the ability to stop the report sooner. If you turn this on, you can set the batch size, which is the number of records to retrieve at one time. Larger values give better performance but also mean you have to wait longer between pressing Esc or clicking the Cancel button and Stonefield Query stopping the report run. Note: this option may not appear, depending on the type of database you are connected to.
- Week starts on: this determines what date is displayed when dates are formatted to display as weeks. For example, December 3, 2008, which is a Wednesday, displays as follows:
|Week Starts On||Display
|Sunday||Week of 11/30/2008 (the preceding Sunday)
|Monday||Week of 12/01/2008 (the preceding Monday)
|Tuesday||Week of 12/02/2008 (the preceding Tuesday)
|Wednesday||Week of 12/03/2008 (today, since it's the first day of the week)
|Thursday||Week of 11/27/2008 (the preceding Thursday)
|Friday||Week of 11/28/2008 (the preceding Friday)
|Saturday||Week of 11/29/2008 (the preceding Saturday)
- Date format: this determines how dates are displayed in Stonefield Query. The default is "Use Windows Setting," which means Stonefield Query uses the format defined in the Regional Settings applet of your Windows Control Panel. Select a different choice (MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD) to use that specific setting.
- Default template: this setting determines the default template used for new reports.
- Language: this allows you to select which language you want Stonefield Query to display in.
- Limit memory to: by default, Stonefield Query isn't limited in how much memory it can use. That doesn't mean it automatically takes up all of your system memory, just that it can use as much as is available when running a very long report. Database querying is memory-intensive, so this provides better performance. However, in some cases, especially in Windows Terminal Server environments where multiple users run Stonefield Query on the same server at the same time, this can end up limiting the amount of memory available for other applications or other users. In that case, turn this setting on and select the maximum amount of memory you want Stonefield Query to use.
The options in the Email page are used when you want to email a report to someone or if an unexpected error occurs in Stonefield Query, in which case you have an option of emailing an error report to us so we can resolve the problem. The options are:
- Use MAPI to send emails: choose this option if you use a MAPI-based email client such as Microsoft Outlook. If you don't use Outlook and you're not sure if your email client uses MAPI or not, ask your system administrator. Note that Stonefield Query requires the 32-bit version of Outlook and cannot send emails if you installed the 64-bit version. If that's the case, use SMTP instead. Also, MAPI isn't recommended if you want to email a scheduled report as it often fails. The other options on this page don't apply if you choose MAPI.
- Use SMTP to send emails: choose this option if you use an SMTP-based email system or can configure your email system to use SMTP. Note that if you use Microsoft Exchange, it must be configured by your administrator to work with SMTP. This is the preferred option for emailing because it's more reliable.
- Your name: your email descriptive name.
- Your email address: the email address to use as the "reply to" address.
- Mail server address: the address for your SMTP mail server. If this isn't filled in by default, check your email client to see how it's set up. For Gmail, use "smtp.gmail.com:587".
- SMTP port: the port for your SMTP mail server. This defaults to 25, but can be changed if necessary. As with Mail server address, check your email program's account settings and use the same port number here. For Gmail, use 465.
- Use SSL/TLS: turn this setting on if your email server uses SSL/TLS. Turn this on for Gmail.
- My email server requires authentication for outgoing messages: turn this option on if applicable. To determine if you should turn this on or not, check your email client setup.
- User name: the user name to use if the My email server requires authentication for outgoing messages option is turned on.
- Password: the password to use if the My email server requires authentication for outgoing messages option is turned on.
- Test: once the email options are set, click this button to send a test message to yourself. This allows you to ensure the email settings are correct.
The options in the Contact page are used as contact information when you email or fax an error report to us. The options are self-explanatory.
The options in the Updates page configure how Stonefield Query checks for updated versions. Turn off the Automatically check for updates option if you do not want to automatically check for updates. If you turn this option on, specify how often, in days, it should check. With this option turned on, Stonefield Query checks our server for the availability of a newer version when it starts. If a newer version is found, a dialog showing some of the new features displays. If your software maintenance is current, you have the option of downloading and installing this version. If your software maintenance has lapsed, you do not have this ability.
The first time you run Stonefield Query, you are asked where Stonefield Query puts its files. The Locations page allows you to change this location.
You can specify any directory for the Stonefield Query files, but we recommend a directory on a server; that way, you can share reports with other users.
If you change this location, Stonefield Query must restart to use the new location. You are informed of this when you choose OK to close the dialog and after you confirm this message, Stonefield Query restarts automatically and uses the new location.
The Payroll Fields page allows you to add, edit, and remove special payroll fields that make reporting on payroll easier. You can define as many fields as you want. Typically, you'll have one field for each type of earning or deduction you want to report on.
To add a field, click the Add button. To edit a field, select it in the list and change the settings for the field. To remove a field, select it in the list and click the Remove button. The following settings are available for a field:
- Name: the name of the field (internally, Stonefield Query names it with a "CALC" prefix).
- Heading: displays the description used for the column heading. You can specify multiple lines for the heading by pressing Enter where a new line should start
- Earning/Deduction Type: select the type of earning or deduction this field is from the drop-down list.
- Earning/Deduction: the earning/deduction code as you would enter it in Sage 300 ERP.
- Use employer amount: some deductions, such as pensions, have employer and employee amounts. If the employer amount should be used for this field, turn this setting on; otherwise, the employee amount is used.
- Regular or overtime pay: this setting, which is only available when Earning/Deduction Type is set to "Salary & Wages," specifies whether this field contains regular pay, overtime pay, or neither.
- Comment: any comment you want about the field, such as what it's for.
Other Configuration Settings
Normally, Stonefield Query checks once a day to ensure that activation information is correct. However, if you don't have an Internet connection, this causes startup to take 30 seconds or so because it has to wait until the attempt to connect to our Web server times out. To speed up startup in this case, create a RegDays entry in the Options section of Data.INI in the Data subdirectory of the program folder (if you upgraded from an earlier version, this file may be in program folder instead) that tells the program to check less frequently. For example, this entry specifies checking every 15 days:
Some databases require that the ODBC login dialog appears. You can force that to happen by adding the following to Data.INI: