Desktop - User Guide: Release: R18 AMR

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Desktop - User Guide

Release: R18 AMR


April 2018

©2018 Temenos Headquarters SA - All rights reserved.


Warning: This document is protected by copyright law and international treaties. Unauthorised reproduction of this document, or any portion of it, may result in severe
and criminal penalties, and will be prosecuted to the maximum extent possible under law.
Table of Contents
Table of Contents 2
Introduction 3
Purpose of this Guide 3
Intended Audience 3
How to connect T24 in SSH mode 4
Summary 4
Prerequisites 4
Environment 4
Overview 4
Scenario 6
Steps 6
T24 Desktop 2.x Installation on an Existing System 9
Summary 9
Prerequisites 9
Environment 9
Scenario 9
Steps 9
T24 Desktop 2.x Installation on a New System 17
Summary 17
Prerequisites 17
Environment 17
Scenario 17
Steps 17
Known Differences between Desktop 1.x and Desktop 2.x 22
Business Background 22
Previous Functionality 22
How this functionality will benefit the client 22
Technical Differences 22
32K Enhancement 32

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Introduction
Purpose of this Guide
The guide is a set of how to documents that describe the features in Desktop product and the installation
and configuration on various Windows-based platforms.

Intended Audience
The intended audience for this document are all levels of T24 users who install, maintain and use the T24
Desktop product.

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How to connect T24 in SSH mode
Summary
This How To Guide explains the functionality of Secure Shell (SSH) and will show you how to connect T24 in
Secure Shell mode.

Prerequisites
This Guide assumes you are using T24 Release: ModelBank
This Guide assumes you have installed these T24 Products .....
This Guide assumes you have also installed:  .....
This Guide assumes you are familiar with:  ....

Environment
The Screen shots, functionality and workflow are based on Model Bank R13.

Overview
About Secure Shell (SSH)
In T24 Desktop communication flow, currently Telnet and Sockets (SSL) is being used. The new way of Com-
munication, Secure Shell (SSH) has been introduced in the .net desktop version 2.0.5.

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What is SSH?
Secure Shell (SSH) is a network protocol for secure data communication, remote shell services or command
execution and other secure network services between two networked computers that it connects via a
secure channel over an insecure network: a server and a client (running SSH server and SSH client pro-
grams, respectively).   
SSH is designed to provide a secure method of authentication and data transport. The other major item
about the SSH-CONN stage is that it can host multiple sessions. File transfer, shell access, pty access, port
forwarding, remote command execution, etc. each require a session.

How does SSH work?


SSH works on Private and Public Keys concept (Hand-shake).
SSH uses public-key cryptography to authenticate the remote computer and allow it to authenticate the
user, if necessary. Anyone can produce a matching pair of different keys (public and private). The public key
is placed on all computers that must allow access to the owner of the matching private key (the owner
keeps the private key secret). While authentication is based on the private key, the key itself is never trans-
ferred through the network during authentication.
SSH only verifies if the same person offering the public key also owns the matching private key. Hence, in
all versions of SSH it is important to verify unknown public keys, i.e. associate the public keys with identities,
before accepting them as valid. Accepting an attacker's public key without validation will authorize an unau-
thorized attacker as a valid user.

SSH is designed to provide a secure method of authentication and data transport. This is accomplished via
three main stages during the connection setup: SSH-TRANS, SSH-AUTH, and SSH-CONN.

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Note: The default connection port shall be 22.

Scenario
In this scenario, the user wishes to connect T24 in Secure Shell (SSH) mode.

Steps
1. Login to the server by entering the Login Id and Password.

2. Click on the Options button to set the SSH protocol for connection to be introduced. The T24 Desktop
Options window is displayed.

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3. Click the Connections tab.
4. Select SSH from the Protocol drop-down list and set the port number to 22 which is default for SSH.
5. Click OK.The server login window is displayed.

6. Enter the mandatory details (Login Name/Account Name, Password and the Server IP address)
7. Click OK to Login. The T24 Sign On window is displayed.

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8. Enter the valid Sign On Name and Password.
9. Click Ok. The T24 Desktop will be launched through SSH successfully.
Note: The SSH protocol shall not take care of the User Name/Account Name and Password parameters of
the negoc file as this is taken care by the SSH server during connection to the SSH server and Keys
exchange. The SSH should work as Telnet and Sockets of earlier protocols.

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T24 Desktop 2.x Installation on an Existing System
Summary
This guide will explain and show you how to install T24 desktop 2.x application on an existing system.

Prerequisites
This Guide assumes you are using T24 Release:  R13
This Guide assumes you have installed these T24 Products Desktop 1.x
This Guide assumes you have also installed:  .....
This Guide assumes you are familiar with:  ....

Environment
The Screen shots, functionality and workflow are based on a Desktop .net 2.0 edition.

Scenario
In this scenario, the user wishes to install T24 desktop 2.x on a system which already has a Desktop 1.x

Steps
1. Start the services – jConman, tcServer (For Socket mode connection).
2. Run the T24DesktopInstaller.exe

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3. The T24 Desktop 2.0 setup wizard appears.

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4. Accept the license agreement.

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5. Specify the installation folder. Click 'Next' to retain the default folder ie c:\Program Files\Te-
menos\Desktop 2.0, or click Browse to choose a custom folder.

6. Click 'Next' to start the installation.

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7. The T24 Desktop 2.0 is being installed.

8. The Installation Complete wizard appears. Click 'Close' to exit.

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9. Run ImportPreferences.exe. This is an exe file which will be available in the folder where you
installed Desktop 2.x. This application imports the old Desktop 1.x settings from the registry and
writes them onto a config file called T24DesktopConfig.xml

10. Set the existing desktop application folder – c:\Program files\Temenos\Globus Desktop X.

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11. Set the .net desktop application folder – c:\Program files\Temenos\T24 Desktop 2.x

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12. Click on Ok. The existing desktop 1.x settings are imported to T24DesktopConfig.xml and its updated.

13. Launch T24 Desktop 2.x Launcher application.

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T24 Desktop 2.x Installation on a New System
Summary
This guide will explain and show you how to install T24 desktop 2.x application 2.x on a new system.

Prerequisites
This Guide assumes you are using T24 Release:  R13
This Guide assumes you have installed these T24 Products .....
This Guide assumes you have also installed: .....
This Guide assumes you are familiar with: .....

Environment
The Screen shots, functionality and workflow are based on a T24 Desktop .net 2.0 edition.

T24 Desktop supports Windows® 7 (32 bit & 64 bit) and Windows® 8 (64 bit).

Scenario
In this scenario, the user wishes to install T24 desktop 2.x on a new system.

Steps
1. Unzip the T24 Desktop 2.x onto a folder of your choice.
2. Run the T24DesktopInstaller.exe

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3. The T24 Desktop 2.0 setup wizard appears.

4. Accept the license agreement.

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5. Specify the installation folder. Click 'Next' to retain the default folder ie c:\Program Files\Te-
menos\Desktop 2.0, or click Browse to choose a custom folder.

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6. Click 'Next' to start the installation.

7. The T24 Desktop 2.0 is being installed.

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8. The Installation Complete wizard appears. Click 'Close' to exit.

s
5. Launch T24 Desktop 2.x Launcher application.

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Known Differences between Desktop 1.x and
Desktop 2.x
Business Background
Desktop is a front end to T24 core banking system. Desktop is installed on individual user machines and
works as a client to T24 server. Desktop provides various tools and utilities that aid end-users to perform
the required tasks. Desktop will work for both 32 bit and 64 bit MS Windows. Desktop 1.x is popularly known
as Desktop (VB) and Desktop 2.x is also referred to as Desktop (.Net)

Previous Functionality
Support for VB 6 has been withdrawn by Microsoft, and hence the earlier 1.x versions of Desktop, which
was written in VB 6, cannot be deployed in Windows 7. A new Desktop 2.x version has been developed for
.Net framework 3.5 (or later). It has the look, feel and functionality of the earlier version.

How this functionality will benefit the client


With the introduction of this version, clients would be able to continue using the T24 Desktop on newer
releases of Windows. However, there may be variations in some features, with the change in the tech-
nology. The changes are highlighted below.

Technical Differences
SignOn Screen – SignOn Credentials
In Desktop 2.x, the SignOn name and password are input after the server login screen is launched. The
SignOn screen accepts SignOn credentials only after the it appeared in display.
Desktop 2.x is designed to work in a multi-threaded model and therefore the login screen may be created
with multiple instances of the desktop.
In the case of the older Desktop 1.x, it worked in an apartment threaded model and it was possible to input
credentials even before the SignOn Screen appeared on display.

Shortcut Bar Usability


The shortcut bar on the left of the Desktop has some features that have been changed due to technology
upgrade. The overall functionality of creating shortcuts for commands and grouping them for ease of use
remains the same.
The major change is that the Item cannot be added independently and it has to be under a group and a
group will be visible only if it contains an item. While adding an item, a group selection will be present and
the item can be assigned to a group.
Right click on the Short Cut bar to view the four menu items.

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n Add Item
n Rename Group
n Remove Group
n Detach

Add Item
l Used for adding the shortcut command and groups as in previous Desktop versions.
l Here group has to be provided while adding the item as the item has to be present in any one group.
Any existing group can be selected or a new one can be entered in the text box provided.
l Right Clicking on any item opens up the Context Menu to Delete the Item, Rename the Item and
access its Properties.

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Rename Group
Renaming of group is provided along with the menu item.

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Remove Group
l For removing the group right click on it as in the previous Desktop version and then delete.
l Dragging and dropping of items from one group to another group is not available. To re-group an
item, click on the item, select properties and edit the group.

Detach
The shortcut tool bar can be attached or detached from the main Desktop window as in the earlier version.

Print Dialog Preview


The ‘Preview’ of the ‘Printer Setup’ for font changes was displayed as a label with borders in the earlier ver-
sion. In this version, it has been changed to textbox with no borders.

Tool Bar Changes


Due to the change in the technology there are some changes in the behaviour, look and feel of the Tool
Bar.
l The Tool Bar is fixed on the top of the panel and cannot be detached from the main desktop window.
l In the image below, the ‘Toggle User Abbreviations’ is highlighted.

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Installer Changes
Following are the changes in the new .Net installer:
l After installation the application would appear under the Temenos folder and the executable would
be called as T24 Desktop 2.0 Launcher.
l To install new version, uninstall the earlier version of desktop through Add/Remove programs. If the
older version is present while installing, it raises an error.
l The user who installs must be part of Admin group.
l If VB desktop is already installed on the system and the preferences should be imported to .net
desktop, then the ImportPreferences.exe shipped along with package should run.

Crystal Report Changes


l Mdb would not be created but a blank Mdb file would be copied from the template directory along
with the report template. Rest of the Mdb functionality remains same.
l The .Net Desktop requires a new file with the name “Qsrrptnet.sdk” as a temple crystal report. (File
location would be the same. (Report.TypeàCrystalàLocations)).
Note: Both MDB and SDK files are not part of .Net installer.

XML Configuration
Earlier Desktop 1.6 had desktop specific configuration stored in HKCU (Current User) registry hive. This is
changed to Xml file based configuration.
Click to open the sample T24DesktopConfig.xml

Grid Display background


The grid used in the enquiry and other places will have resizable column width but may not cover up the
full width of the window opened. The empty space if present is greyed out.

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Tree View in Grid
The tree view of the enquiry list is not supported in the new Desktop. The enquiry list is displayed as shown
below in the .Net Desktop.

Grouping in Grid (Merge)


This feature is deprecated in the new Desktop.

Customize option in Toolbar


The old Desktop had a toolbar like in Enquiry explorer that had ‘Customize’ option as shown in the image
below. In the new Desktop, this feature is deprecated across all screens where Active Bar is used.

Help on Help
This feature is deprecated in the new Desktop.

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OLE Server
Exporting type library cannot have multiple functions with the same name. Overridden functions are con-
verted to incremental value. Eg: RunEnquiry would become RunEnquiry and RunEnquiry1.

Blotter
Added Blotter in the new Desktop, it would get installed in the install directory.

File Rename
Following files have been renamed to support the change the new Desktop system:

File Description Old File Name New File Name (.net)


Desktop Launcher (splash) Desktop.exe DesktopL.exe
Main Desktop applications Desktop._ Desktop.exe

Command Bar
By Default both the Command Bar and the Stack Bar are present and are resizable.
Command Label Click Functionality:
l 1st Click: Only Command bar would be displayed.

l 2st Click: Only Stack bar would be displayed.

l 3rd Click: Both Command and Stack bar would be displayed.

Stack Bar

l The entire text would be displayed instead of truncated text.


l On Right click, the window would get activated and displayed and the additional context menu
would appear.
l Left Click would toggle the window from Minimum to Maximum and vice versa.

Login Message - Server


If the Server Name field on Login Screen is empty, on clicking the Ok button it would display the following
message for Telnet Connectivity mode.

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Hot Keys
The new Desktop displays hot keys only on pressing ‘ALT’ key.

Page Type Enquiries–Navigation Change


The new Desktop uses a Data Grid to display Page Type Enquiry. Navigation has however been achieved
using [<<] and [>>] buttons.  These buttons will only work for cached pages. Pulling additional data has to be
achieved using the regular add more data / get all data.

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User Preference – Location Grid
The pop-up buttons in the 2nd column has been changed to 3rd column in the new.Net Desktop.

Selection Screen – Sort Direction


Sort column has been changed to image column in the new .net Desktop; hence users would not be able to
see the characters pressed in the sort column.

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Enquiries – Intermediate Record Count
Intermediate Count of records displayed is different in .net & VB Desktop (Not the Total records). 

Fonts – Deprecated support on older font Types


Users should have True type fonts (.ttf) installed in their system. Any open type or raster fonts are not sup-
ported by .Net framework.

During un-installation of the application, an information message pops-up to save and close any
opened excel files to continue un-installation. This happens only if user has run any macros with
respect to the desktop application.

32K Enhancement
This enhancement is available from build 2.0.26.

As part of performance and 32k issue, the sinput application is redesigned to accommodate maximum num-
ber of controls for applications with huge data. When an application with huge data is loaded, the fields are
spread across pages based on the value set for the field 'Application Controls Buffer size', at T24Desktop
options -> Connections tab.

Setting up Controls Buffer size


To set up Application Controls Buffer
l Navigate to T24Desktop Options -> Connections -> Set the value for 'Application Controls Buffer Size'.

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Note: The application controls buffer size minimum value starts with 400 and maximum of 800
controls. Any values less than 400 or greater than 800 shall be reset to 400. Recommended
value is 400.

Page Navigation Buttons (Next>> and Previous<<)


When the applications with huge data is launched (for example STANDARD.SELECTION, VERSIONS
(AA.PRD.DES.PAYOFF, ND.DEAL, FOREX, LIMIT.PARAMETER), if the application with huge data contains
more number of controls than the defined 'Application Controls Buffer size', the first set of controls(defined
at communication tab) are loaded at first page of application and the navigation buttons (Next>> and Pre-
vious<<) are automatically populated. Navigation between the pages can be achieved using the navigation
buttons (see below highlighted) (Next>> and Previous<<).

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Keyboard shortcut keys for button/page navigation
Press Ctrl + > key + -> (Right Arrow key) to go to the next Page and Ctrl + < key + <- (Left
Arrow key) to go to the previous page.

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