The GPLCMS system is an open source Java program designed to handle basic client management. It focuses on general information and documents sent to a client, received from a client and received about a client from various sources. The system is designed to work with the JGuiGen project. JGuiGen creates sub-applications with GUI screens that contain all of the code necessary to access a SQL backend database. Right now the applications run with PostgreSQL, but we are adding additional backend databases as time allows. JGuiGen makes it relatively easy for a developer to modify the GPLCMS application so that it matches your company's specific needs. When this project is complete it will have a mail-merge system to create letters using data from your database and a file viewer that allows you to view the documents and letters that are described in this client management system.
Here are some sample screenshots:
Main Screen With Menu
History Screen
When
a new version of the application becomes available. The developer should
make additions to this file (history.htm) and include it with application.
The system compares the date with the date the user last viewed. If the
History.htm has a newer date then the one the user last read, the user is
offered an opportunity to view this file. The date of the file they last
viewed the file is automatically updated in the system.
Select a Client Screen
You fill in some of the information (such as part of a last name, or a zip code or a street name) and press the REFRESH button. The scrolling list is filled with rows that meet the criteria you entered. Highlight one of the row and press the SELECT button.
Client Screent
Here you see information about one client or customer. There are several tabs. Each tab contains different information about this client. You can have up to four different clients open at the same time.
Membership Screen
Here you see date information about an individual client.
Accounting
Information about this client
Letter
Tacking Information
Maintenance
Menu
Example
of a Maintenance Screen - Recipients
Example
Help Screen
In order to run a copy of GPLCMS you need to carry out a two step process.
1. Load the Java 1.4.0+ Run Time Standard Edition Environment from Sun
MicroSystems (tm). (It will be in the upper right hand corner of the page. Do NOT load the BETA version.
Install Java
2. For sample purposes, you can download a running version of GplCms using Java Web Start.
Launch GPLCMS Application This version uses the database at my web site. (This means
that data access will be slow.) If the site is abused I may have to take it down without notice.
When you are ready to actually use the program, you will need to install the GplCms Database in PostgreSQL. You can download a backup copy of a sample data base here. data.zip You will also need to create a folder called c:\GplCms or \usr\local\GplCms and put a copy of an XML file called GplCmsIni.xml. You will edit this file to tell GplCms where your database is, what account to use and what password to use. You will find a copy of the XML file in the folder where Java Web Start downloaded GplCms.
The program can be run from the WEB START Icon, the web page or an icon that Java Web Start offers to place on your desktop.
You may need a program to manage your PostgreSQL database. I use PG Admin II. If you want to load the PG_Admin program on your PC there are additional steps. This program allows you to access the database directly and should be on at least one PC at each site.
1. Load a database driver from PostgresSQL.ORG
Download and then Execute Database Driver Install
Follow the instructions for loading this file.
2. Press your Start Buttun and go up to Settings - choose Control Panel
Select ODBC Drivers (this is under Administrative Tools for Win 2000 and up)
Select the System DSN tab at the top of the window that opens
Select Add
Select PostgreSQL and press Finish
Fill in the information
Data Source (which is already filled in) PostgreSQL
Database Deliver
Server - 192.168.0.72
user name - postgres
Description GPL Client Mgmt System
port 5432
password - you have have this from other sources
Press OK and exit the ODBC Driver Screen
3. Download and install pg_admin.
PG Admin download site
Download and follow the instructions to install.
The source code to GplCms is available available through a CVS repository. Contact me and I will set you up so that you can access the code. hale@halepringle.com