JP4783592B2 - File management system, management device, and program - Google Patents

Description

The present invention relates to a backup data state management mechanism on a management device side in a system that backs up data between a terminal device and a management device via a network.

When backing up important data, it is known to back up to a device installed in a geographically distant place. This is because it is more resistant to disasters such as earthquakes than to backup to another storage device at the same location.

In such a case, in a system that backs up data via a WAN (abbreviation of Wide Area Network) such as the Internet, the data of each terminal device is connected via the network. Saving to a server device is performed. In this case, when the server device side is not a Web server (for example, when a contract with a provider is not made and a public server is not set up), in order to back up data on the server device side, A method of transferring data by file transfer from the terminal device side or attaching a file to an electronic mail and sending it is adopted.

For example, in the case of a method of sending a file attached to an e-mail, first, when the terminal device issues a backup processing request, processing for attaching the file to the e-mail is performed on the terminal device side, and on the server device side Processing for analyzing the contents of the mail and saving it in a predetermined storage area is performed. When the terminal device issues a data read request, the read request is transmitted to the server device side by e-mail, and the server device side analyzes the e-mail and attaches the desired file to the e-mail. Is being sent. For this reason, the processing on the server device side is particularly complicated, and in the case of a network configuration in which a large number of terminal devices are connected, it is difficult to perform a quick response process on the terminal device.

In these conventional techniques, the terminal device is mainly responsible for issuing a data backup request and a read request. This is because the server device side stores data in the storage device on the server device side in response to a backup processing request on the terminal device side (that is, a data storage request), and in response to a data read request on the terminal device side, This is because it is sufficient to output data. However, in the first place, the backup process of data between bases is always performed in anticipation of the effect as insurance when a failure occurs in the disk of the terminal device. It does not require storage processing and read processing from the device to the server device. If the storage device on the terminal device side breaks down, all the files can be transferred at once.

On the other hand, in the conventional technology, as described above, the server device side responds to a storage request (to the server device) from the terminal device side or a read request from the terminal device (to read from the storage device of the server device). For this reason, the server device does not manage the stored data, and inconvenience arises when storing data for a specific purpose.

In other words, when data is created and used only on the terminal device side, it is sufficient to manage the data mainly on the terminal device side as in the prior art. However, depending on the type of data, the server device side also requires data management. Often it is more convenient to manage

For example, when handling accounting-related data between an accounting firm and a business partner, basically, the business partner (terminal equipment side) data is created and backed up to the accounting office (server equipment side). In the accounting office, there is a service business that manages the progress of data creation on the advisor side (terminal side), and confirms / manages whether the data necessary for accounting processing is available. In such a situation, it is more convenient to manage the data at the accounting office (server device) side.

Such a technique is disclosed in Patent Document 1, Patent Document 2, and Patent Document 3, for example. First, Patent Document 1 discloses a technology related to data backup using electronic mail. According to the document, the user computer (terminal device) side is mainly responsible for registering the data registration request in the storage device of the server device by sending it by e-mail to the center computer (server device), and A technology has been disclosed in which data can be read out by sending the data retrieval request to the center computer by e-mail, and then retrieving the data and re-sending the mail to the user computer. Yes.

However, as described above, when data backup is intended, data can be backed up at another site even in the event of an emergency such as a disaster, as long as there is a one-way registration means from the terminal device to the server device. Therefore, there is no need to respond to a retrieval request from the terminal device side. According to the prior art, when the number of terminal devices connected to the server device increases, the load on the server device increases and the response response decreases.

Further, the prior art does not show any data management on the server device side, and is not suitable for use in handling accounting data exchanged between an accounting office and a consultant. Rather, if the data management function on the server device side is enhanced, the load on the server device is reduced, and there are many suitable situations depending on the application.

Japanese Patent Application Laid-Open No. 2004-133867 discloses a technique that uses electronic mail when transmitting the same data to other bases when storing data. Patent Document 2 discloses a technique for automatically attaching data to an e-mail and transmitting it by background processing using a data storage process as a trigger. However, in Patent Document 2, the purpose is to synchronize the database between the two bases. For that purpose, the data is divided in what units, what history information is added and transmitted, or what kind of The issue is whether to transmit at the timing. For this reason, it did not contribute to the solution of the above-described problems (problems related to data management at the transmission destination (management apparatus side)). In addition, it does not necessarily require synchronization processing, and does not solve problems related to applications that need only be managed with old and new history information, such as backup or storage applications.

In the technical field related to data management or data history management, for example, a technique related to status management using electronic mail is disclosed in, for example, Patent Document 3. In Patent Document 3, a server device attaches a “status management sheet” in which a worker and work status are described to a document file and sends an e-mail to a terminal (user), and the user enters the “status management sheet”. It is characterized in that status management can be performed by filling in and returning to the server. However, it is inconvenient that the history cannot be managed unless the terminal (user) side fills in a sheet called “status management sheet”. In addition, there has been no solution to the problem of managing the arrival date and history of the data file on the server device side and the history of the work on the terminal side from the received file itself.

Japanese Patent Laid-Open No. 08-83223 JP 2001-117801 A JP 2004-192261 A

As mentioned above, the backup process is originally performed in anticipation of an insurance effect in the event of a failure in the disk of the terminal device, so bi-directional access (save & read process) is always required. It is not what you need. Further, depending on the type of data to be backed up, there are many cases where it is more convenient for the server device side to manage the data. In particular, it is required to exchange accounting data between the accounting office and the advisor, manage the progress of the advisor, and audit the accounting data.

In addition, since accounting firms have a large number of business partners and keep important accounting data for each business partner, if they are unnecessarily permitted to read data from each business partner, the data of other business partners is inadvertently May be permitted to be read.

In accounting firms, there are many privately managed offices, and Web servers (which generate costs and management man-hours) are not always established. In such a case, if you want to back up the data of the advisor, you will have to adopt the method of receiving via e-mail, but temporarily, the data backed up on the accounting office side from the advisor When responding to the requests one by one, a large amount of e-mail and attached data transmission / reception processing occurs, the load on the management apparatus increases significantly, and other processing on the accounting office side may be adversely affected.

Therefore, it is preferable to stop responding to a read request from a consultant (terminal device) and enhance the management function on the management device side. As described above, the present invention has been made for the purpose of solving the above-described problems. When data on the terminal device side is backed up to the management device side using electronic mail technology, management is also performed. It is intended to provide a system that manages data history, processing status, etc. on the device side. In other words, even in an accounting office that does not have a Web server, a system that can manage backup data (files) in addition to backup data (files) of advisors as long as there is an environment where e-mail can be used. The goal is to build.

When such a system configuration is adopted, as described above, if data is frequently exchanged in relation to using e-mail, the burden on the management device will be heavy, and the management man-hours of the operator on the management device side will be increased. However, the problem is how to control this to minimize the exchange of data between the sites.

In addition, how to control the timing of data exchange while avoiding the capacity limit (for example, the mail server mail BOX capacity limit and attached file capacity limit) existing in each device and each system. The question of how to devise comes up. Alternatively, due to the use of e-mail, it is necessary to control the timing of information transmission such as whether the data requested for backup processing on the terminal device side has been normally backed up on the management device side.

In this way, unlike the case of using a Web server or FTP (File Transfer Protocol) server that can exchange data almost always in real time, there are various disadvantages due to the use of e-mail technology. However, on the contrary, the issue is how to control with a compromise. In this regard, for example, by narrowing the system usage to accounting processing to some extent, while absorbing these demerits and conversely controlling the backup processing at a fixed timing, the data management function on the management device side should be enhanced. Can do.

More specifically, in the case of accounting data, it is not always necessary to respond in real time to the data change processing on the terminal device side due to its nature. For example, it is conceivable to control data exchange between bases in consideration of audit timing such as daily audit and monthly audit of accounting data. And in such a situation, in addition to the problem of how to control the timing of data exchange while synchronizing with the audit timing, what kind of data is held on the management device side and the terminal device side, The issue is how to control the management status of backup data.
On the management device side, not only is the data of the terminal device simply backed up, but what kind of unit is used to manage the status becomes an index indicating the progress of the accounting process.

In order to solve the above-mentioned problem, in the invention described in claim 1, in a communication network system in which a management device having an electronic mail transmission / reception function and one or more terminal devices having an electronic mail transmission / reception function are connected. In the file management system, the management device stores a backup file storage memory for storing a backup file, a file management information registration memory for registering file management information, and a terminal device application program for each terminal device. , File environment setting information setting means for setting file environment setting information for determining whether or not to permit backup processing, file environment setting information incorporation means for incorporating file environment setting information into an e-mail, and electronic The file configuration information embedded in the email Management mail transmitting means for transmitting to the terminal device specified by the environment setting information, terminal mail receiving means for receiving an e-mail transmitted from the terminal apparatus that has received the file environment setting information, and the received e-mail as a file A backup file storage means for determining whether or not the file is a storage request mail and, in the case of a file storage request mail, extracting an attached file from the e-mail and storing the attached file as a backup file in the storage memory; when storing in the storage memory, and generates the file management information uniquely corresponding to the backup file, and a file management information registration means for registering the file management information registration memory, the terminal device from the management device Received e-mail and the file included in the received e-mail File environment setting information extracting means for extracting file environment setting information, and file environment setting information received whether data generated by each application program executed on the terminal device is data permitted to be backed up by the management device. In the case of data that is determined based on the data permitted to be backed up, the data control means that makes the data of the application program file data to be transmitted to the management apparatus, and the file to be transmitted to the management apparatus is attached to the e-mail. Provided is a file management system comprising: a file storage request mail creating means for using this e-mail as a file storage request mail; and a file storage request mail sending means for sending the file storage request mail to a management device. To do.
According to the second aspect of the present invention, the backup file storage means sets the backup file stored in the storage memory to an unprocessed state until a save instruction is issued, and sets the file to a save state when the save instruction is issued. The file management system according to claim 1 is provided.
According to a third aspect of the present invention, the management device includes timing control information setting means for setting timing control information for controlling the transmission timing of the e-mail on the terminal device side. An electronic mail incorporating control information is transmitted, the terminal device receives the electronic mail by an electronic mail receiving means, extracts the timing control information by a file environment setting information extracting means, and the terminal device by a data control means If the data generated by each application program executed in step S3 is determined to be data permitted to be backed up, the file storage request mail including the data file for the application program is managed at the timing based on the extracted timing control information Control the timing of transmission to the device, It provides a file management system of claim 1, wherein the door.
In the invention according to claim 4, the management device further includes a file management information reading means for reading the file management information registered in the file management information registration memory , and a management table from each of the read file management information. 2. A file management system according to claim 1, further comprising management table generation means for generating a list displayable for each device and management table output means for outputting the generated management table .

According to a fifth aspect of the present invention, there is provided a management device having a function connectable to one or more terminal devices having an electronic mail transmission / reception function via a communication network, for storing a backup file. Backup file storage memory, file management information registration memory for registering file management information, and file environment setting information for determining whether backup processing is permitted for each terminal device application program for each terminal device If the file environment setting information is set to information that permits backup processing, the file environment setting information group for incorporating the file environment setting information in the e-mail is set. And file configuration information embedded in the e-mail. Management mail transmission means for transmitting to the terminal device specified by the environment setting information, mail receiving means for receiving an e-mail transmitted from the terminal device that has received the file environment setting information, and the received e-mail as a file A backup file storage means for determining whether or not the file is a storage request mail and, in the case of a file storage request mail, extracting an attached file from the e-mail and storing the attached file as a backup file in the storage memory; A file management information registration means for generating file management information uniquely corresponding to the backup file and registering it in the file management information registration memory when storing the file in the storage memory I will provide a.
In the invention described in claim 6, the file management information reading means for reading the file management information registered in the file management information registration memory , and the file management information read by the file management information reading means are newly stored. A file management information comparison unit that compares the file management information generated in correspondence with the file to be uniquely created and a file deletion unit that deletes the backup file stored in the storage memory, and stores the backup file The first file management information generated uniquely corresponding to the backup file when stored in the means, and the second file management uniquely corresponding to the backup file already stored by the file management information reading means The information is read, and the first file is read by the file management information comparing means. File management information is compared with the second file management information, and if a backup file of the same file format received from the same terminal device on the same day is stored, it is stored from the same terminal device already stored. The same file format backup file received on the same day is deleted from the storage unit by the file deletion means, and the file management information uniquely corresponding to the deleted backup file is updated and registered by the management information registration means. A management device according to claim 5 is provided.
Further, in the invention described in claim 7, file management information reading means for reading file management information registered in the file management information registration memory, and management table generating means for generating a management table from the read file management information And a management table output means for outputting the generated management table. The management table includes at least the file name of the file stored for each file format and the file for the backup file received from the terminal device. 6. The management device according to claim 5 , wherein the management status on the management device side is listed for each terminal device .

According to an eighth aspect of the present invention, there is provided a program that can be executed by a management device that can be connected to one or more terminal devices having an electronic mail transmission / reception function via a communication network. , File environment setting information setting means for setting file environment setting information for determining whether to permit backup processing for each terminal device application program, and file environment setting information permits backup processing If the file environment setting information is set, the file environment setting information incorporation means for incorporating the file environment setting information into the e-mail and the file environment setting information incorporated in the e-mail are designated by the file environment setting information. E-mail transmission means to be sent to the selected terminal device, file environment setting information A mail receiving means for receiving an e-mail transmitted from the terminal device that received the e-mail; a determination is made as to whether the received e-mail is a file storage request mail; in the case of a file storage request mail, an attached file is extracted from the e-mail Backup file storage means for storing the attached file as a backup file in a storage memory, and when storing the backup file in the memory, file management information uniquely corresponding to the backup file is generated and registered in the memory A program that functions as management information registration means is provided.
Further, in the invention described in claim 9, the computer further reads out the file management information from the memory , and obtains the name of the name of the name of the name of the name of the name of the name of the obtained advisor. List display means to be displayed, advisor name acquisition means for selecting one advisor name from the list of consultant names displayed, file format selection means for selecting a file format, selected in the selected advisor name File management information acquisition means for acquiring file management information uniquely corresponding to the file format from the memory , among the acquired file management information, at least the file name of the file stored for each file format, and the management device side of the file Management information display means for displaying a list of management status information for each advisor, To provide a program of 請 Motomeko 8, wherein Ru to function Te.

According to a tenth aspect of the present invention, there is provided a program executable on one or more terminal devices connectable to a management device having an electronic mail transmission / reception function via a communication network, the computer of the terminal device being A file environment setting information extracting means for receiving an e-mail from the management device and extracting the file environment setting information contained in the received e-mail; a terminal device for which the terminal device is permitted to perform backup processing from the management device File environment setting received whether there is any data generated by each application program executed by the terminal device and which data generated by the application program is permitted to be backed up by the management device If the data is judged to be information and permitted to be backed up, Data control means for making application program data file data to be sent to the management apparatus, file storage request mail making means for making the file to be sent to the management apparatus an attachment file of an e-mail and making this e-mail a file storage request mail A program for functioning as a file storage request mail transmitting means for transmitting the file storage request mail to the management apparatus is provided.

According to the present invention, in a communication network system in which a management device having an electronic mail transmission / reception function and one or more terminal devices having an electronic mail transmission / reception function are connected , based on environment information set on the management device side. Te, and controls respectively the transmission processing of the electronic mail terminal device, Ru can control net backup process of each terminal apparatus by the management apparatus side.
Further, the management device embeds environment setting information in the e-mail to be transmitted to the terminal device and transmits the e-mail, and the terminal device receives the e-mail by the e-mail receiving means and incorporates it in the e-mail. Therefore, the environment information can be shared between the management device and the terminal device.

In the management apparatus, when the electronic mail sent from the terminal device of the storage request mail, stores in the backup file storage memory to extract the attached file, and generates file management information, stores the file management information Since the file management information is read out and stored in the memory , the management table is generated for each terminal device and for each file format, and can be output so that the list can be displayed for each terminal device. of which the file format backup files, from any time, Ru can determine at a glance whether you are storing how much.

Further, the management table is output, than was that it contained process content indicating the administrative state to easily understand the processing status, Ru can determine the progress of the accounting in the advisory destination easily.

As described above, according to the present invention, it is possible to provide a file management system capable of performing file management in addition to backup processing of a consultant's file as long as the accounting office has an environment where e-mail can be used. The

Hereinafter, embodiments of the present invention will be described in detail with reference to the drawings.

1. System configuration (1) Overview of system configuration

FIG. 1 is a diagram showing an outline of the system configuration of the present invention.
In FIG. 1, the terminal device 110 and the management device 120 are connected via a network 160. Here, the terminal device corresponds to an accounting processing device of a consultant of an accounting office. When there are a plurality of consultants, a plurality of terminal devices exist (terminal device group 150). The management apparatus will be described below as being equivalent to an accounting processing apparatus on the accounting office side, but is not particularly limited thereto. Also, at the accounting office side, a plurality of management devices 140 may be provided via a LAN (Local Area Network), or a separate information processing device may be connected to the management device via a LAN (not shown). ).

First, referring to FIG. 1, it is roughly shown how data created by the terminal device 110 is stored in the storage unit 700 of the management device 140 using an e-mail technology (net backup). Overview of processing behavior).

The terminal device 110 creates an e-mail with an attached file and sends the e-mail to a mail server (POP server) 130 that handles e-mail reception processing via a mail server (SMTP server) 120 that handles e-mail transmission processing. , Temporarily stored in the mailbox of the storage unit 131. And the management apparatus 140 performs the process read from the mailbox of the memory | storage part 131 as needed. Then, the management device 140 analyzes the contents of the attached file by the mail reception / analysis unit 145 and stores the data in the storage unit 700.

Note that only one mail server (SMTP server) 120 and one mail server (SMTP server) are shown in the figure, but they are prepared for providers contracted on the terminal device 110 side and the management device 140 side, respectively. In many cases, it is not intended to be limited to this.

Here, POP is an abbreviation for Post Office Protocol, which is a mail reception protocol (communication protocol), and a POP server means a server for receiving electronic mail. Currently, the most popular mail reception protocol (communication protocol) is POP3, which is also called a POP3 server. As a server protocol for receiving electronic mail, IMAP4 (Internet Message Access Protocol ver. 4) and the like are known, and the present invention is not limited to the POP server. SMTP is an abbreviation that stands for the mail transmission protocol (communication protocol) Simple Mail Transfer Protocol, and the SMTP server means a server for sending electronic mail.

Next, the mail transmission / reception processing in the terminal device 110 and the management device 140 will be looked at in more detail. First, data is created by processing of an application program in the data creation unit 114 of the terminal device 110. The data control unit 113 creates an attached file by adding necessary header information to the data. The mail creating unit 112 creates an e-mail, attaches the attached file to the e-mail, and saves it in the storage unit 300. The mail transmission / reception unit 111 extracts the electronic mail from the storage unit 300 and transmits it to the management apparatus 140 via the network 160 (for example, the Internet).

Here, as described above, the electronic mail is actually temporarily stored in the mailbox of the storage unit 131 of the mail server (POP server) 130 via the mail server (SMTP server) 120. Here, e-mail transmission / reception processing on the mail server side is performed by the mail control unit 122 and the mail control unit 132, respectively.

In the management apparatus 140, the e-mail transmission / reception unit 141 takes out an e-mail addressed to itself with an attached file from the mailbox of the storage unit 131 of the mail server (POP server) 130 and temporarily stores it in the storage unit 700. The mail reception / analysis unit 145 analyzes the contents of the attached file, and the data registration unit 144 stores the data in the storage unit 700. The above processing indicates that the data created by the terminal device 110 is stored in the storage unit 700 of the management device 140, that is, the data is backed up via the network (net backup processing).

Here, the outline of the data management function on the management apparatus 140 side, which is one of the features of the present invention, will be briefly described with reference to FIG. 1 (details will be described later). As described above, the backup file created and sent by the terminal device 110 is stored in the storage unit 700 of the management device 140. At the same time, management information of the backup file is stored in the storage unit 700 (see FIG. 8). . Based on this management information, the management device 140 system manages backup data received from the terminal device 110 and the other terminal device group 150, and confirms the work progress on the terminal device side and the management device side, and is necessary. Check and audit data according to the situation.

(2) System Configuration of Terminal Device Next, the configuration of the terminal device 110 corresponding to the accounting processing device on the advisor side will be described with reference to FIG. 2 and FIG.

a) Internal Configuration of Terminal Device In FIG. 2, the terminal device 110 is connected to a key input unit 210, a mouse 220 as a pointing device, a storage medium access unit 230, a display unit 240, a control unit 250, and a communication network. And a communication control unit 260 that exchanges data and a storage unit 300. A personal computer (personal computer) having a similar configuration can be used as an accounting processing apparatus used by a small corporation or a small business.

The key input unit 210 includes a data input keyboard, function keys, and the like, and the user uses the keyboard, function keys, etc. to input / correct tax return data, display a screen in a predetermined format, send instructions, etc. . When a key operation is performed, the code or status signal of the key selected or designated is sent to the control unit 250.

The mouse 220 is used as a selection means for selecting selection buttons, icons, menus, and the like displayed on the screen, a selection means for selecting names and instructions displayed in a list in the window, and the like when the user performs a click operation. Position information on the screen selected or designated is sent to the section 250.

The storage medium access unit 230 is configured such that a storage medium such as a CD or an FD is detachable. When the accounting processing system according to the present invention is installed, the accounting data (hereinafter referred to as accounting data) stored in the storage medium such as the CD is described above. Data) Driven when reading an accounting processing program group including a creation program or reading data stored in a storage medium.

The display unit 240 includes a display device such as a display, and displays processing selection icons, buttons, menus and messages, and includes an input screen, an accounting data creation screen, an accounting data transmission screen, and an accounting data creation confirmation screen. Display. In addition, data such as a key input data is displayed at a predetermined position on the screen.

The control unit 250 includes peripheral circuits (not shown) such as a CPU, a program storage memory, and a RAM, and controls the operations of the above-described components and the entire operation of the terminal device 110. When a job is selected, the control unit 250 extracts a necessary program from the application program group (FIG. 3) stored in the storage unit 300 based on the control of the control program, and resides in the RAM, and the terminal device according to the program. The processing is executed by operating each component 110, performing determination, calculation, data processing, editing, and the like.

The communication control unit 260 is in charge of control for exchanging information via the network 160. For example, data is exchanged by connecting to another terminal or server device via the Internet, or e-mail is transmitted / received by connecting to a mail server. In addition to the Internet, the network 160 corresponds to an in-house LAN, a private LAN, a dedicated line, etc., but is not limited thereto.

The storage unit 300 is a memory capable of storing and reading data, such as an HD (hard disk) and an MO (magneto-optical disk), and a part of the storage unit 300 includes an area 310 that stores application programs, In addition to an area 320 for storing application data, an area 330 for storing net backup permission information for application data, an area 270 for storing mail transmission / reception programs, an area 280 for storing mail data storage areas is secured. At the time of installation, an accounting processing program group, screen data, constants, and the like captured from a storage medium such as a CD are stored.

The program, screen data, and constants may be stored in the program storage memory of the control unit 250. In addition, these files may be individual file formats or database formats.

b) Configuration of Storage Unit of Terminal Device FIG. 3 is a diagram showing details of the storage unit 300 of FIG. 2, and “each application program”, “data for each application program” in the storage unit of the terminal device, and An example of the structure of the storage area of "permission information indicating whether to execute net backup processing for each application data" is shown.

Specifically, it is shown that the application program storage area 310 includes a program storage area 311 for application A, a program storage area 312 for application B, and a program storage area 313 for arbitrary application X. In addition, the application data storage area 320 includes a data storage area 321 for application A, a data storage area 322 for application B, and a data storage area for an arbitrary application X.

The application data net backup permission information storage area 330 includes the application A data net backup permission information storage area 331, the application B data net backup permission information storage area 332, and the data of any application X. The network backup permission information storage area is shown. Here, the application means business software. For example, the application A can be configured to correspond to a cash register program, and the application B can be configured to correspond to a salary (calculation) program. However, the application is not limited thereto. Absent.

(3) Configuration of E-mail FIG. 4 is a diagram showing a configuration example of e-mail. It is shown that the e-mail 400 includes a mail header 410, a mail body 420, and an attached file 430. The mail header 410 includes at least information of the mail address 411, and the information of the mail address 411 means, for example, the mail address of the consultant or the mail address of the accounting office (management apparatus).

The attached file 430 further includes a header 440 and data 460. The data may be compressed and encrypted as necessary. Here, when data compression processing and encryption processing are performed, (the presence or absence of compression / encryption processing is determined, the compressed data can be decompressed on the data receiving side, and the encrypted data is decrypted) The setting information indicating whether or not compression / encryption is possible, the compression processing algorithm, and the information 445 indicating the type of the encryption processing algorithm can be separately incorporated in the header 440.

The header 440 of the attached file 430 can further be configured with a file type 450, a file name 441, a creation date 442, a file section 443 minutes, and a trade name (and trade name code) 444. The trade name and trade name code can be replaced with a terminal device number or the like. Here, the file type 450 can be composed of information 451 indicating backup permission / non-permission and backup interval control information 452. The file category 443 indicates which application program data is included.

For example, when the file section 443 is composed of data with 2-bit information,
1. Account book program ・ ・ ・ 00
2. Payroll program ... 01
Can be defined as follows. Of course, if the number of bits is increased, a large number of application programs can be supported.

The flag indicating the type of application (file category 443) is shown as an example incorporated in the file header 440, but may be configured as a part of the email header 410, or The text may be described as text information in the body of the e-mail. Based on this information, the system can determine how to handle the data attached to the e-mail.

(4) System Configuration of Management Device Next, the configuration of the management device 140 corresponding to the accounting processing device on the accounting office side will be described with reference to FIGS.

a) Internal Configuration of Management Device In FIG. 6, the management device 140 is connected to a key input unit 610, a mouse 620 as a pointing device, a storage medium access unit 630, a display unit 640, a control unit 650, a communication network, and an external device. And a communication control unit 660 for exchanging data and a storage unit 700. A general-purpose personal computer (personal computer) or a general-purpose server having the same configuration can be used as the accounting processing device (management device).

The key input unit 610 includes a data input keyboard, function keys, and the like, and the user uses the keyboard, function keys, etc. to input / correct tax return data, display a screen in a predetermined format, and send instructions. . When a key operation is performed, the code or status signal of the selected or designated key is sent to the control unit 650.

The mouse 620 is used as a selection means for selecting selection buttons, icons, menus, and the like displayed on the screen, a selection means for selecting names and instructions displayed in a list in the window, and the like when the user performs a click operation. Position information on the screen selected or designated in the section 650 is transmitted.

The storage medium access unit 630 is configured such that a storage medium such as a CD or an FD is detachable, and the accounting data stored in the storage medium such as the CD when the accounting processing system (management system) according to the present invention is installed. (Hereinafter referred to as accounting data) It is driven when reading an accounting processing program group including a creation program, or reading data stored in a storage medium.

The display unit 640 includes a display device such as a display, and displays a menu display, data selection icons and buttons, menus and messages for managing data backed up from a consultant (terminal device). In addition to the input screen, accounting data creation screen, accounting data transmission screen, accounting data creation confirmation screen, etc. are displayed. In addition, data such as a key input data is displayed at a predetermined position on the screen.

The control unit 650 includes peripheral circuits (not shown) such as a CPU, a program storage memory, and a RAM, and controls operations of the above-described components and operations of the terminal device 140 as a whole. When a job is selected, control unit 650 extracts a necessary program from the application program group (FIG. 3) stored in storage unit 300 based on the control of the control program, and resides in RAM, and the terminal device according to the program. The processing is executed by operating each component 110, performing determination, calculation, data processing, editing, and the like.

The communication control unit 660 is in charge of control for exchanging information via the network 160. For example, data is exchanged by connecting to another terminal or server device via the Internet, or e-mail is transmitted / received by connecting to a mail server. In addition to the Internet, the network 160 corresponds to an in-house LAN, a private LAN, a dedicated line, etc., but is not limited thereto.

In the consultant information storage unit 670, the consultant name and the mail address of the consultant (terminal device) set on the setting screen (not shown) for registering the consultant are registered.

The storage unit 700 is a memory capable of storing and reading data, such as an HD (hard disk) or an MO (magneto-optical disk), and a part of the storage unit 700 includes an area 710 storing application programs, In addition to an area 720 for storing application data, an area 750 for storing file management information, an area 681 for storing a mail transmission / reception program, an area 682 for storing a mail data storage area is secured. A group of accounting processing programs, screen data, constants, and the like captured from a storage medium such as are stored.

In addition, information on the mail address of the accounting office is registered in the storage unit 700 in advance on the setting screen. The program, screen data, and constants may be stored in the program storage memory of the control unit 650. In addition, these files may be individual file formats or database formats.

b) Configuration of Storage Unit of Management Device FIG. 7 is a diagram illustrating an embodiment of a storage area of backup data and management information in the storage unit 700 of the management device. The storage unit 700 of the management apparatus can be configured with a data management program storage area 710, a backup data storage area 720, and a file management information storage area 750.

The backup data storage area 720 is an area for storing data (files) received from a consultant (terminal device) by net backup processing. This area can be configured for each application such as an application A data storage area 730, an application B data storage area 740,... The application A data storage area 730 is further divided into the data storage area 731 for the terminal 1 (consultant 1), the data storage area 732 for the terminal n (consultant n), and so on. A storage area for data (files) is secured for each terminal.

A file management information storage area 750 is provided in parallel with the backup data storage area 720. Here, the file management information is constituted by information indicating a status such as unprocessed / saved / deleted regarding the backup processing of the file in addition to the reception date and time as file history information (see FIG. 8 for details).

The file management information storage area 750 is configured for each application such as an application A management information storage area 760, an application B management information storage area 770, and so on. The application A management information storage area 760 further includes a management information storage area 761 for the terminal 1 (consultant 1), a management information storage area 762 for the terminal n (consultant n), and other advisors. A storage area for data (file) management information is secured for each destination (each terminal).

Here, the information stored in the backup data storage area 720 and the information stored in the file management information storage area 750 can be uniquely associated. For example, the terminal 1 (advisory 1) data storage area 731 in the application A data storage area 730 and the terminal 1 (advisory 1) management information storage area 761 in the application A management information storage area 760 are uniquely defined. Can be associated. More specifically, the file 1 information 820 (FIG. 8) in the management information storage area 762 for the terminal n (advisor n) and the file 1 in the data storage area 732 for the terminal n (advisor n) are file names. It is possible to manage by uniquely associating with each other.

In this way, the data (file) deposited from the consultant (terminal device) and the file management information uniquely corresponding to the data (file) are held to enable file management. FIG. 7 shows the case where the storage area is configured in a hierarchy with the application type as the upper level. However, as shown in FIG. 9, the storage area is configured in a hierarchy with the type of the terminal device (consultant) as the upper level. You can also

c) Configuration of Management Information Storage Area FIG. 8 shows an example of the contents of the management information storage area 762 for the terminal n (consultant n) in the storage unit 700 of the management apparatus 140, based on the configuration of FIG. FIG.

Note that the configuration example of the management information storage area 762 for terminal n (consultant n) in FIG. 8 is simply the management information storage area 762 for terminal n (consultant n) in the management information storage area 760 for application A in FIG. However, it is merely representative of the configuration of the management information storage area for each terminal (consultant), and the terminal 1 (consultant 1) in the management information storage area 760 for application A is shown. ) The management information storage area 761, the management information storage area 771 for terminal 1 (consultant 1), and the management information storage area 772 for terminal n (consultant n) in the management information storage area 770 for application B are similarly configured. Yes.

The management information storage area 762 includes consultant information 810 and information (820 to 840) of each storage file (file 1 to file N). The consultant information 810 further includes a trade name (trade name code) 811, a consultant name 812, and a storage file capacity 813.

The file N information 840 further includes components such as a file name 850, a file type 860, date and time information 870, file classification 882 (information indicating which application program data is), and status management information 890. ing. The “component of the file N information 840” is representative of the configuration of the file 1 information 820, the file 2 information 830, and the like, and the file 1 information 820 and the file 2 information 830 These components are also configured in the same manner.

The file type 860 includes backup permission / non-permission 861 and backup interval control information 862, and date / time information 870 includes creation date / time 871 and reception date / time 872. Further, the status management information 890 is information indicating in what state the stored backup data (file) is managed in the management apparatus, and includes a management status 891 and a processing date and time 892.

Here, the management status 891 is information indicating a management state. For example, when the management status is composed of 2 bits, the management status 891 can be defined as follows.

00 ... unprocessed (only stored backup data (file) file)
01 ... Save (The stored file is handled as backup data)
10 ... Deletion (The stored file is deleted and treated as not existing)

Of course, if the number of bits is increased, more management states can be defined, and the above description is not limited to 2 bits.

As described above, FIG. 7 and FIG. 8 show the table configuration of various data (files) and each information stored in the storage unit. However, in order to construct a similar configuration without dividing such a storage area, Various data (files) and various pieces of information may be stored in a database format in which records incorporating various data items are generated.

2. Net backup processing So far, the function and operation mechanism of each device constituting the system has been described. The mechanism of net backup processing will be described below.

(1) System environment settings (Net backup settings)
In order to perform the net backup processing, it is necessary to first set a predetermined system environment by using a management device (accounting processing device of an accounting office) and a terminal device (accounting processing device of a consultant).

Therefore, in the present invention, a setting screen for setting the system environment is prepared as shown in FIG. FIG. 12 shows an example of the application program data file setting screen on the management apparatus (accounting processing apparatus of the accounting office). Of course, when determining whether or not net backup is possible on the advisor side ) A setting screen may be prepared on the terminal device (consultant's accounting processing device) side. Hereinafter, a system environment setting process (net backup setting) for performing the net backup process will be described with reference to FIG.

In the management apparatus (accounting processing apparatus of the accounting office) 140, the net backup setting screen 1200 is displayed by the processing of the data management program (storage area is 710) of the data management unit 143. On the net backup setting screen 1200, an advisor selection field 1210 is displayed (FIG. 12 (a)). When the operator selects and designates an icon 1211 on the right side, a list of advisors is displayed. (Not shown). Here, the list of advisors can be acquired by the control unit 650 accessing the advisor information storage unit 670.

In addition, an application selection field 1220 is displayed as an application selection item, and when the operator designates selection of the icon 1221 on the right side, the application type 1222 is displayed as a list (FIG. 12B). When “Account book” is selected and selected, the application selection field 1220 displays the text characters “Account book”. The net backup permission column 1230 is displayed. When the operator selects and designates the icon 231 marked on the right side, the permission type 1232 is displayed in a list (FIG. 12C), and “permit” is displayed. When the selection is instructed, the text character of “permitted” is displayed in the net backup permission column 1230.

As a result, it is possible to select / set whether to allow or not to allow net backup processing for data created by the selected application program for each application program such as a cash book or salary.

Similarly, the net backup interval column 1240 is displayed. When the operator selects and instructs the icon 1241 with a ▽ mark on the right side, a list of net backup intervals is displayed (not shown). Then, a text character “as needed” is displayed in the net backup interval field 1240. In this case, in the displayed net backup interval list, information such as “everyday”, “1 week”, “1 month” and the like can be defined and displayed in addition to “as needed”.

Then, compression is performed to perform data compression processing according to the mail box capacity of the mail server (POP server) prepared on the management device side (installed at the management device side center or installed at the contracted provider). In the processing column 1250, a compression process is selected. Further, when a line with a high security level such as a dedicated line is not used as the network 160, the encryption process is selected in the encryption process column 1260 in order to perform the data encryption process. When compression processing and encryption processing are selected, information 445 indicating the compression processing algorithm and the type of encryption processing algorithm is separately incorporated in the header 440 in addition to the setting information indicating whether compression / encryption is possible. be able to.

With the selection instruction described above, it is possible to determine (on the management apparatus side) which application (application program) is permitted for the net backup process for each terminal device (consultant). Further, a time interval for performing the net backup process can be set as necessary. Then, the selected information is incorporated into the header 440 of the attached file as shown in FIG.

In addition, it may be incorporated in the mail header instead of being incorporated in the header 440 of the attached file, and status information indicating whether or not the net backup processing is possible may be transmitted as text character information in the mail body. .

(2) Sharing of Net Backup Settings FIG. 10 is a diagram showing a process for sharing the result of the system environment setting described in FIG. 12 between the management apparatus side and the terminal side.

That is, an example of processing related to the exchange of system environment setting information on the management device side and the terminal device side for performing the net backup processing is shown. Hereinafter, a mechanism for sharing the net backup setting will be described with reference to FIGS. 10 and 12.

First, on the management device (accounting processing device of the accounting office) 140 side, the system environment setting (net backup setting) as shown in FIG. 12 described above is performed, the setting information, and the pre-set consultant's The mail address and the like are incorporated into the header 440 of the attached file 430 by the data management unit 143 (ST1) and stored in the storage unit 700 in the file format (F0) (ST2).

The mail creation unit 142 creates an email M0, reads the attached file F0 from the storage unit 700, and attaches it to the created email M0 (ST3). Then, it is temporarily stored in the (e-mail transmission) buffer (ST4).

  The mail transmitting / receiving unit 141 retrieves the electronic mail M0 from the (transmission for electronic mail) buffer, reads the destination address corresponding to the consultant from the consultant information storage unit 670, stores it in the mail header, and the consultant 110 The addressed e-mail M0 is transmitted on the network 160 (ST5). The e-mail M0 is temporarily stored in a mail server (SMTP server) 1030 and is transmitted to a destination address (ST6).

In the mail server (POP server) 1020 prepared on the terminal device (consultant's accounting processing device) 110 side, the sent e-mail M0 with the attached file F0 is sent to the consultant's mailbox (not shown). Store temporarily.

The mail transmission / reception unit 111 of the terminal device (consultant accounting processing device) 110 reads the electronic mail M0 from the mailbox of the mail server (POP server) 1020, and buffers the terminal device (consultant accounting processing device) 110. Temporarily stored in 530 (ST7). Then, the data control unit 113 reads the electronic mail M0 from the buffer 530, separates the attached file F0, and stores it in the storage unit 300. At this time, the information of the header portion 430 of the file is extracted and stored in the storage area 330 for the net backup permission information of the application data.

Through the above processing, the environment setting (net backup setting) of whether or not to allow net backup processing for the created data for each application program such as cashbook and salary in the terminal device (accounting device of the consultant) At the same time, the environment setting (net backup setting) is shared with the management apparatus (accounting processing apparatus of the accounting office) 140 side. According to this method, there is an advantage in that the setting can be made without being conscious of the net backup setting on the consulting side.

In addition, from the accounting office management device 140, status information indicating whether or not the net backup processing is possible is sent as e-mail as text character information in the mail header or the mail body, and information regarding the presence or absence of the net backup processing is shared. May be. That is, the terminal device 110 and the management device 140 simply share only an information bit indicating whether or not “the advisor is a net backup target”, and the following network is referred to by referring to the information. It is also possible to determine whether or not the backup process can be started. In this case, there is an advantage that the above environment setting process can be simplified.

(3) Net Backup Processing on the Terminal Device Side FIG. 5 is a diagram showing an embodiment of processing on the terminal device (consultant accounting processing device) side in the present invention in terms of functional blocks and data flow. That is, it shows processing performed on the terminal device side when starting the net backup processing.

First, it is assumed that the accounting processing apparatus of the advisor is executing a predetermined application program A (for example, a cashbook program). The application program A (for example, a cashbook program) reads a data file (for example, a cashbook file) corresponding to the application program A being executed from the storage unit 300 from the data storage area 321 of the application A. The application program A activates the data creation unit 114, and the data creation unit 114 creates account book data.

When the termination process of the application program A is selected according to the operator's instruction, the data creation unit 114 issues a termination process command, and in response to this, the data control unit 113 creates the created data (for example, cashbook data). ) Is stored in the storage unit 300.

Furthermore, the data control unit 113 uses the predetermined end process (for example, when the storage process in the storage area in the terminal device is performed at the end) as a trigger, and the data of the application program A (for example, the accounting book program) Whether or not the processing is permitted is determined by reading the information in the storage area 321 of the net backup permission information of the data of the application A from the storage unit 300.

In this case, the net backup permission information may be determined by directly reading from the header of the application program data file.

If the net backup permission bit is set, the process proceeds to the net backup process. When shifting to the net backup process, the data control unit 113 issues an instruction to the attached file creation unit 510 to attach the data (paybook data) created by the application program A (for example, the cashbook program) to an e-mail. . In this case, before starting the net backup process, the data control unit 113 displays a screen indicating that “net backup is performed / not performed” (to allow the operator to select whether or not to actually perform the net backup process). May be performed (not shown).

In response to an instruction from the data control unit 113, the attached file creation unit 510 activates the header creation unit 511, the data registration unit 512, the data compression unit 513, and the data encryption unit 514, and generates a header 440 and data 460, respectively. .

Data is compressed and encrypted by a data compression unit 513 and a data encryption unit 514 as necessary. For example, when there is a capacity limit as an attached file, or a predetermined capacity limit is separately provided, and compression processing is performed according to the limit. This is in consideration of the capacity limitation of the mail box of the mail server (POP server).

The difference data may be encrypted when a line that is secured in terms of security such as a VPN or a dedicated line is not used (for example, a normal Internet line). Further, when performing compression processing and encryption processing, algorithms of the compression processing and encryption processing may be incorporated in the header information of the attached file. Of course, the compression / encryption algorithm may be commonly held in advance by the file writing module of the application program used by the accounting office and the consultant.

In this case, the attached file creation unit 510 may compare the data created when the application program A was started last time with the data created this time, and extract and attach difference data.

Further, upon receiving an instruction from the data control unit 113, the mail creation unit 112 stores information such as “destination, subject” in the mail header. For example, an e-mail address of an accounting office is set as the destination address, a character string such as “net backup” is set as subject data, and an e-mail is created. Then, an electronic mail 540 with an attached file is generated and temporarily stored in the buffer 530.

In this case, the information of the mail address of the accounting office (management device) may be obtained by using information set in advance on the setting screen, or may be used from the accounting office to the consultant. When the backup setting sharing process is performed, information stored in the information sent to the consultant so as to be stored as the header information of the e-mail or the attached file may be acquired and used.

Further, the mail transmission / reception unit 111 receives the instruction from the data control unit 113, and sends the e-mail to the network 160 with the mail address of the management device (accounting processing device of the accounting office) stored in the mail header 410 as the destination. To send out.

Here, since the mail address of the management apparatus is stored in the header 440 of the attached file 430 (not shown in FIG. 4), when attaching the attached file to the e-mail (step ST3 in FIG. 10), Can be acquired and stored in the mail header 410, but is not limited to this, and may be stored separately in the storage unit 300, for example.

Before starting the net backup processing, compare with the net backup time interval information set on the management device side (accounting office side), and if it has not been backed up for a longer time than the set net backup time interval If the network backup processing operation is started and only a time shorter than the set net backup time interval has elapsed since the time of the previous backup, the net backup processing is not started and the display unit 240 notifies that effect. It is good also as displaying a warning (for example, pop-up display) by the text character which means.

Here, when the mail box 1151 of the mail server (POP server) 1150 prepared in the transmission destination management apparatus (accounting office side) is full, the mail server (in the terminal apparatus side) Since the transmission error information is sent from the (SMTP server) 1130, the mail transmission / reception unit 111 performs retransmission processing. The mail server (POP server) may be installed in the accounting office or may be prepared by the contracting provider. If the transmission is successful, the management device 140 returns an e-mail indicating “net backup file (normal) received” as an automatic response mail, and the terminal device 110 knows the normal end state. it can.

(4) Net backup processing on the management device (accounting processing device of the accounting office) FIG. 11 shows processing on the management device side that received the file attached to the e-mail from the terminal device (accounting processing device of the consultant). It is a figure. Hereinafter, the net backup processing on the management apparatus side will be described with reference to FIG.

A plurality of terminal devices are prepared for the management device. In other words, the terminal devices are usually connected in the number corresponding to the number of advisors of the accounting office in relation to the accounting processing device of the advisor. The management device 140 corresponds to an accounting processing device or a management device on the accounting office side.

In FIG. 11, the terminal device 1 (consultant 1) 1110 and the terminal device 2 (consultant 2) 1120 are connected to the network 160. In FIG. 11, 1110 and 1120 correspond, but for the sake of explanation, these two units are connected in the figure, but the present invention is not limited to this. Similarly, the management device 140 is also connected to the network 160.

The terminal device 1 (consultant 1) 1110 describes a state in which two emails with attached files are generated (M1 and M2). For example, the data generated by the cashbook program is converted into an attached file (F1), the data generated by the salary program is converted into an attached file (F2), and attached to the e-mail M1 and the e-mail M2, respectively. It can correspond to being.

On the other hand, the terminal device 2 (consultant 2) 1120 describes a state where one electronic mail with an attached file is generated (M3). This can correspond to, for example, that data generated by the cashbook program is converted into an attached file (F3) and attached to the e-mail M3.

Next, each terminal device (1110, 1120) transmits an e-mail (M1, M2, M3) to the management device 140 via the network 160, respectively. The transmission timing may be arbitrary. Thereafter, each e-mail is transmitted to each mail server (SMTP server) via a mail server (POP server) 1150 prepared on the accounting office side. To the management device.

Looking at this in detail, first, e-mails M1 and M2 transmitted (SH1) from the terminal device 1 (advisory 1) 1110 are mail servers (SMTP servers) for the terminal device 1 (advisory 1). It is transmitted to the mail server (POP server) 1150 via 1130 (SH3) and temporarily stored in the mail BOX 1151. Similarly, the electronic mail M3 transmitted (SH2) from the terminal device 2 (consultant 2) 1120 passes through the mail server (SMTP server) 1140 for the terminal device 2 (consultant 2), and is sent to the mail server (POP). Server) 1150 (SH4) and temporarily stored in the mail box 1151.

As described above, the e-mails M1, M2, and M3 are temporarily stored in the mail box 1151 of the mail server (POP server) 1150, respectively. Then, the mail transmission / reception unit 141 of the management device 140 accesses the mail BOX 1151 of the mail server (POP server) 1150 at a predetermined timing set in advance, performs mail read processing (SH5), and temporarily stores it in the buffer 1010. To do.

The data management unit 143 reads the e-mails (M1, M2, M3) from the buffer 1010 (SH6) and refers to the header information 440 of the attached file while performing compression / decompression processing or decryption processing if necessary. If the bit 451 for permitting the net backup processing is set, the attached files (F1, F2, F3) are separated from the e-mail and stored in the backup data storage area 720 (SH7).

Looking at this in more detail with reference to FIG. 7, first, as described above, the attached file F1 is the data (file) generated by the cash register program at the terminal 1 (consultant 1). In the case where the attached file F2 means data (file) generated by the salary program in the terminal 1 (consultant 1), for example, the cashier program corresponds to the application program A and the salary program corresponds to the application program B. In other words, the attached file F1 is stored in the terminal 1 (consultant 1) data storage area 731 of the application A data storage area 730, and the attached file F2 is stored in the terminal 1 (consultant 1) of the application B data storage area 740. ) Data storage area 741.

Similarly, the attached file F3 means data (file) generated by the cash register program in the terminal 2 (consultant 2), and therefore data for the terminal 2 (consultant 2) in the application A data storage area 730. It is stored in a storage area (not shown).

In this case, the header information of the attached file is separately compared with the environment setting information (information set in FIG. 12 and saved in the storage unit 700) set separately on the management apparatus side to perform the net backup process. It may be safe. As a result, the attached files F1, F2, and F3 transmitted from the terminal device of the advisor can be stored in the management device on the accounting office side.

At the same time, necessary information is stored in the file management information storage area 750 (SH8). The information is a group of information stored as information of the file N840 in the case of an attached file from the terminal device 1 as shown in FIG.

For example, in the above description, the account book file F1 and the salary file F2 have been sent from the consultant 1, and these files are respectively stored in the terminal 1 (consultant 1) of the management information storage area 760 for application A. Management information storage area 761 is stored as file 1 information (corresponding to file 1 information 820 in FIG. 8), and management information storage area for terminal 1 (consultant 1) in management information storage area 770 for application B 771 can be stored as file 1 information (corresponding to file 1 information 820 in FIG. 8).

More specifically, the file name 850, the file type 860, the date / time information 870 (creation date / time 871), and the file classification 882 (application type) are acquired and stored from the header information of the cash register file F1, and status management information is separately provided. 890 is generated and stored. The reception date / time (information) 872 stores information obtained by using the OS's TIME function or the like as the date / time when the file is received as an attached file of an e-mail.

The status management information 890 includes a management status 891 and a processing date and time 892, and in the processing so far, as described above, it is possible to correspond to the state in which the net backup processing of the file has been requested by the consultant. When configured with bits, it can be defined and managed as “00” (unprocessed: a state in which only a backup data (file) file is stored).

Here, for example, in the case where the setting of the net backup interval field 1240 is set in units of one day in the system environment setting described above, the F1 and F2 are files of the same file format, and When both files are received on the same day, only the last received file may be stored in the backup data storage area 720 as a backup file (the same applies to the management information corresponding uniquely). This is the same not only when the number of received files is two but also when a plurality of files of the same format are received from the same terminal device.

As a result, the display of the number of stored files 1320 in the net backup list 1300 described later is accompanied by the fact that only one file is stored per day for files of the same file format, and the number of files to be managed is reduced. Can be obtained.

When the storage process is normally completed, the management apparatus 140 returns an e-mail indicating “net backup file received” to the terminal apparatus 1 (consultant 1) 1110 as an automatic response mail ( Not shown). Note that the mail cutout function (unit) from SH6 to SH7 of the data management unit 143 may be provided in the mail server when the mail server is installed in the management apparatus side center.

Here, when the mail BOX 1151 becomes full, normally, transmission error information is returned to the terminal device 1 (consultant 1) 1110 side. However, in order to prevent the mail BOX 1151 from becoming full, the mail BOX 1151 is regularly sent. The automatic reading function of the transmission / reception program may be activated. Alternatively, a warning display may be performed on the display unit 640 on the management device side so as to periodically perform mail reception processing in order to call attention to the operator on the management device side.

Similarly, necessary information is stored in the file management information storage area 750 for the attached file F2 while performing header analysis of the e-mail M2. The same processing may be performed for the email M3 and the attached file F2 sent from the advisor 2. As described above, the mechanism of the net backup processing until the data generated by the application program of the terminal device (consultant accounting processing device) is stored in the management device (accounting processing device on the accounting office side) has been described.

3. Management Function Next, the mechanism of the management function on the management apparatus side in the present invention will be described with reference to FIGS.

(1) Display of Net Backup List FIG. 13 is a diagram showing an example of screen display when the net backup list is displayed on the display unit 640 of the management apparatus 140.

When the operator clicks (or selects) a “net backup list” item by a pointer instruction of the mouse 620 or the key input unit 610 on the menu screen of the management apparatus 140 (not shown), the screen display shown in FIG. Done.

According to FIG. 13, for each consultant name 1310, the number of files 1320 stored, the size 1330 of the stored file, and the last received date and time 1340, which are requested to be stored from the consultant by the net backup process, are displayed. It has been shown that.

The control unit 650 refers to the management information storage area 762 for the terminal n (advisory n) from the file management information storage area 750 of the storage unit 700 according to the designated advisory destination name, and acquires information on the file N840 ( 8), a writing process is performed on a display memory (not shown) for the display unit 640. The display unit 640 reads the contents of the display memory and displays them on the liquid crystal display or CRT.

For example, in the first line, for the consultant name 1310 “0002 C Industry Co., Ltd.”, the number of stored files 1320 is “5”, the size is “2,347” kB, and the last received date 1340 "2005/05/13 pm 05:10" indicates that the text is displayed.

This will be described with reference to the relationship between the control unit 650 and FIGS. 7 and 8. The control unit 650 refers to the file management information storage area 750 using the advisor information 810 as a key, and for each application program, Information 820 to 840 from file 1 to file N in the management information storage area (761, 762) for the terminal (advisor) of the selected advisor in the management information storage area (760, 770) , The total number of stored files for each application program is calculated, and the number of stored files 1320 is displayed.

Then, the storage file capacity 813 in which the result of calculating the total sum of the capacity of each storage file for each application program is read, and the size 1330 of the stored file is displayed. Further, the reception date / time 872 information of the e-mail received last in the net backup process is read, and the last reception date / time 1340 is displayed.

 Similarly, the advisors in the second row and below are also displayed. The backup file capacity 1350 is acquired and displayed by calculating the sum of the storage file capacity 813 for each consultant. The available capacity 1360 can also be displayed by obtaining a value obtained by subtracting the numerical value of the capacity 1350 of the backup file from the preset storage capacity for each advisor.

In the above-mentioned system environment setting, when the setting of the net backup interval column 1240 is set for one day, if the same file format backup file is received a plurality of times on the same day, Since only the backup file received at the end of the day is stored, the storage file count 1320 is displayed even if there are a plurality of backup files of the same file format received on the same day. Then, only the number of one file may be counted and displayed.

Specifically, for example, assuming that a file in a cash register has been received from 5 days ago and has not yet been received on that day, 5 files are 5 days ago, 4 are 4 days ago, and 3 are 3 days ago. 3 cases, 2 days ago, 2 cases, 1 day ago, 1 case each as a backup file, the last one received 5 days ago, the last received 1 day ago One file is counted and a total of five files are displayed.

With the above screen display, the status of the net backup processing can be confirmed at a glance for each advisor.

(2) Net backup list screen for each consultant Next, for each consultant, a screen display indicating the backup file and its management status “net backup list screen for each consultant” will be described with reference to FIG. 13 and FIG. .

In FIG. 13, in the column of the number of stored files 1320, the item “number” stored for each advisor is clicked (or selected) by the pointer instruction of the mouse 620 or the key input unit 610. The reception history screen “net backup list screen by consultant” (FIG. 14) is displayed.

In the menu screen of the management apparatus 140 (not shown), when the operator clicks (or selects) a “Net backup list by consultant” item with a pointer instruction of the mouse 620 or the key input unit 610, FIG. The screen display shown in FIG.

FIG. 14 shows a state where “0002 C Industrial Co., Ltd.” is selected in the column of the consultant name 1410. In this case, if the “▽” icon on the right side of the column is selected, the information on the advisory destination that is the target of the net backup process stored in the storage unit 700 or the advisory destination information storage unit 670 is acquired. A list of advisors that are the targets of the net backup process is displayed (not shown).

Then, the number of stored files 1412 stored for the selected advisor is displayed. In FIG. 14, the text “All” is displayed in the file format field 1413. If the “▽” icon 1414 on the right side of the field is selected, the file stored for the advisor is stored. Among them, information on stored files can be displayed for each application type.

In FIG. 14, since “all” is selected for the file format column 1413, screen display in this state will be described below.

In the file format column 1450, the file format (application type) is displayed for the stored file at the consultant. In the file name column 1460, the file names of the stored files are displayed. In the size column 1470, the file capacity (file size) of each file is displayed. The received date / time column 1480 displays the date / time when each file was received by e-mail. In the processing column 1490, the processing content (management state) of each file is displayed.

This will be explained with reference to the relationship between the control unit 650 and FIGS. 7 and 8. The control unit 650 refers to the file management information storage area 750 using the advisor information 810 as a key, and for each application program. , Information 820 from file 1 to file N in the management information storage area (761, 762) for the selected advisor (terminal) in the management information storage area (760, 770) for application A The information of ˜840 is read and the number of stored files 1412 is displayed.

Then, sorting is performed for each file format, and for each file format, a file format 1450, a file name 1460, a size 1470, a reception date 1480, and a process 1490 are displayed for each file.

In this case, for the display in the file format column 1450, information is acquired from the file category 882, for the file name column 1460, information is acquired from the file name 850, and for the size column 1470, file header information or file information is acquired. Obtained by calculation from the storage address (not shown), and information on the received date / time column 1480 is obtained from the received date / time (data) 872 and displayed. In the processing column 1490, the management status 891 is acquired from the status management information 890 and displayed.

With the above display processing, it is possible to know the management status of stored files in more detail for each consultant. That is, the number of files and the reception date / time can be known for each application type for the files stored from the advisor by the net backup processing, and the latest management state of the files is known according to the processing column 1490. be able to.

(3) File Management Function Here, the screen display of FIG. 14 is configured so that a mode for manually changing processing contents (manual mode) and an automatic mode (automatic mode) can be selected and instructed. When the processing mode selection icon 1434 with the “の” mark is selected, a pop-up display is made in the processing mode column 1433 so that “automatic” can be selected in addition to “manual” (not shown). Hereinafter, the file management function will be described assuming that the “manual” mode is set unless otherwise stated.

a) A file management mechanism using the management processing column 1490 in the “unprocessed” state will be described with reference to FIG.

Up to now, the network backup processing request has been issued from the accounting processing device of the consultant, and the backup data has been sent to the management device on the accounting office side as an attached file to the e-mail. It is shown that storage processing is performed in the storage unit 700 (net backup processing). In this case, when the data from the consultant is first received, the management status 891 stored in the file management information storage area 750 indicates that the status is “unprocessed” (“2. 4) “Net backup processing on the management device (accounting firm's accounting processing device) side”).

For example, in FIG. 14, when the file format column 1450 displayed in the uppermost row 1421 is displayed as “Account book”, the status in the processing content column 1491 is displayed as “unprocessed”. A data storage processing activation icon 1461 is displayed, indicating that the backup data (file) file has only been stored. This means that the status when initially storing a file can be defined and managed as an “unprocessed” state.

b) Change from “Unprocessed” State to “Saved” State Next, the function of the data saving process activation icon 1461 will be described.

When the data storage processing activation icon 1461 is clicked (or selected) by a pointer instruction of the mouse 620 or the key input unit 610, the display of the processing column 1491 is changed from the “unprocessed” state 2410 according to the transition rule table 2400 of FIG. A change is displayed in the “save” state 2411 (the state transition is not shown in FIG. 14). At the same time, the management status 891 of the accounting book file is rewritten to a “save” status, and the processing date and time at that time is stored in the processing date and time 892.

For example, when this display process is viewed in another display field, the status in the processing field 1492 is “save”, and it is understood that the storage process has already been performed. In this case, if the processing column 1492 is selected, the control unit may refer to the processing date and time 892 data, and the processing date and time may be displayed on the screen (pop-up display), or a separate column may be provided in parallel. You may display (not shown).

Here, the state transition table 2400 is stored in, for example, a part of the data management program storage area 710 in the storage unit 700 of the management apparatus.

As described above, the data storage processing activation icon 1461 has a function of performing state transition. However, when a plurality of management devices are provided in a LAN (Local Area Network), other management functions are also provided. Download processing from the backup data storage area 720 of the apparatus to the backup data storage area 720 of another management apparatus may be executed. For example, when managing the management device separately for each advisor on the management device side (accounting office side), the data is stored once in the backup data storage area 720 of the main management device and then the backup data of the other management device. You may make it store in the storage area 720. FIG.

In this case, the data management unit 143 in the other management apparatus performs a backup file download process from the backup data storage area 720 of the main management apparatus to the backup data storage area 720 of the other management apparatus. The same applies to file management information.

c) “Deleted” State Next, a case where the processing content indicates the “deleted” state (status) will be described.

In FIG. 14, a check box 1441 with a “□” mark is displayed in the selection field 1440. It is shown that a “select all” column 1430, a selection cancellation 1431, and a delete icon 1432 are provided.

First, when a check box in the selection column 1440 is selected and instructed by the mouse 620, a check mark (“t” in the illustrated example) is superimposed on the check box (for example, a check mark 1442).

Next, when the delete icon 1432 is clicked, the processing in the processing column 1490 is performed in accordance with the transition rule table 2400 in FIG. 24 in the row where the check mark is added to the check box in the selection column 1440 (for example, the row 1423 of the check mark 1442). The display in the content column 1493 is changed from the “saved” state 2420 to the “deleted” state 2421 (in FIG. 14, only the display after the change).

When the “select all” column 1430 is clicked, a state in which all check boxes in the selection column 1440 are checked is displayed (not shown). In this case, when the delete icon 1432 is clicked, the files of all selected lines are changed and displayed as “delete”.

Here, when the “select all” column 1430 is clicked, in the state where all the check boxes in the selection column 1440 are displayed with check marks, if selection cancellation 1431 is instructed, all check marks are displayed. It can be canceled. Of course, if the check mark portions are clicked again, the check marks can be individually released.

In this case, the fact that the content of the processing column 1440 is in the “deleted” state does not necessarily mean that the substance of the data (file) (the file in the backup data storage area 720) has been deleted. Alternatively, the deletion process may be actually performed, or the management state may be indicated without performing the deletion process.

d) File Management Next, how to perform file management using the file status management function described so far will be described.

First, according to FIG. 14, it is shown that three files of line 1421 to line 1423 are kept for the accounting book file. Regarding the file in the row 1423, according to the reception date and time column 1480, it can be seen that the file has been received first among the three account books files.

Then, in the accounting book file in the row 1422, it is indicated that the state is already “saved” (processing content column 1492). On the other hand, the processing content column 1493 is already in the “deleted” state. This is because the line data received first is changed to the “saved” state for the receipt / book file in the row 1422, and the line received first. This means that management can be performed to cope with the fact that the 1422 account book file is no longer needed.

Similarly, a new account book file is received (line 1421), and the processing content column 1491 is currently in an “unprocessed” state. This is performed by clicking the data storage processing activation icon 1461 as described above. When the state of the processing content column 1491 is changed to the “save” state, the file that is currently in the “save” state in the row 1422 becomes unnecessary, so that the file can be instructed to be changed to the “delete” state. it can. In this case, it is possible not to always manage only the latest file in the saved state, but to always manage the files from the latest to the second in the “saved” state.

  As described above, according to the selection instruction for each icon and each column, the management status of each net backup file can be changed and the status after the change can be displayed. It is possible to instantly grasp the management status of the received net backup file.

e) In the automatic processing mode and the above description, the case where the processing mode column 1433 of FIG. 14 is selected and designated as “manual” is mainly described. However, if the processing mode column 1433 is set to the “automatic” mode. The processing content can be automatically changed.

This will be described with reference to FIG. 14. First, when a processing mode selection icon 1434 with a “▽” mark is instructed, “automatic” can be selected in the processing mode column 1433 in addition to “manual”. Pop-up display is made.

When “automatic” is selected, the data management unit 143 automatically selects the data storage processing activation icon 1461 or the deletion icon 1432 according to a predetermined condition even if no selection instruction is given. The processing content can be changed.

For example, when the control unit 650 of the management apparatus loads an audit program stored in the audit program storage area 683 onto a memory such as a RAM and executes an audit process of a backup file, the audit process ends or The process of changing from the “unprocessed” state to the “saved” state may be performed on condition that the program end processing is executed.

In addition, when a backup file having a certain file format is changed from the “unprocessed” state to the “save” state, a backup file having the same file format as that file format has already been processed by the control unit 650 of the management apparatus. If there is a backup file that is already in the "Save" state after searching for a backup file that is in the "Save" state, the processing content of the file is changed from the "Save" state to the "Delete" state. The change process may be performed.

(4) Other management functions a) Extraction of backup files

In addition to managing the backup file, when it is desired to refer to the contents of the backup file, the management apparatus can also refer to it by storing the application program. In this case, by clicking each file name column in the file name column 1460 of FIG. 14, the application program can be automatically activated to check the selected file (for example, a cash register file). This is a function suitable for auditing the accounting book data.

b) Link with data storage center If the configuration of the present invention is used, the following effects can be expected. In other words, there are many small and medium-sized consultant companies, and each consultant has one data storage center (having a more advanced disaster prevention function in terms of earthquake resistance and fire resistance, and dedicated data storage. It is economically difficult to leave the data in the facility.

In this case, only the management device on the accounting office side contracts and connects with the data storage center, so that the data (files) of the advisors stored in the present invention are collectively backed up to the data center. It is possible to further increase the security of the data of the consultant. In this case, whether or not the backup processing to the data storage center has been completed may be provided with a separate column in addition to the processing column 1490 to display the status.

c) Long-term management of backup data After the backup data arrives at the management device, it can be managed in a relatively short period as described above, and can be managed for a longer period.

For example, for the data of a consultant who requires daily audits in the backup data storage area, the data management unit 143 stores the data that has been audited daily in the long-term storage database separately prepared in the storage unit 700. Can be stored as a record incorporating a data item that is a daily audit date. Similarly, monthly audited data can also be stored as a record incorporating a data item that is a monthly audit date.

4). Description of Each Processing Flow (1) Net Backup Setting FIG. 15 is a flowchart showing a processing flow for performing net backup setting on the management apparatus side as a premise for performing net backup processing.

This processing flow corresponds to the operation of a net backup setting module (not shown), which is a module in the data management program stored in the data management program storage area 710 in FIG.

First, the control unit 650 of the management apparatus examines a signal from the mouse 620 and examines whether or not the icon of the “net backup setting” menu is selected in the menu screen display of the data management program (not shown) (step S150) If the icon of the “net backup setting” menu is selected, the net backup setting processing module is activated (that is, loaded into a memory such as a RAM and the processing of the module is executed) (step S150). S151). The net backup setting processing module activates the display unit 640 and displays the screen 1200 of FIG. 12 (step S152).

The net backup setting processing module temporarily saves the setting information set by the operator as file header information in the screen display 1200 of FIG. 12 (step S153). Then, as shown in FIG. 4, it is incorporated into the header 440 of the attached file by the processing of the data management unit 143 of FIG. An attached file is generated (step S154).

Next, the control unit 650 of the management apparatus activates the mail creation unit 142 of FIG. 10, generates the email M0, attaches the attached file F0, and creates an email with the attached file (step S155). Then, the control unit 650 of the management apparatus activates the e-mail transmission / reception unit 141 of FIG. 10 and transmits an e-mail with an attached file to the consultant (step S156) (this corresponds to ST5 of FIG. 10). .

FIG. 16 is a flowchart showing a processing flow of net backup setting processing on the terminal device side (consultant side).

FIG. 10 shows a mechanism until the e-mail in which the above-described net backup setting information is embedded in the header of the attached file is sent to the terminal device 110 via the mail server. In the flowchart, the process flow from the process of receiving the e-mail with the attached file by the mail transmitting / receiving unit 111 of the terminal device 110 is shown.

This will be described with reference to FIGS. 10 and 16. When the e-mail is received by the mail transmitting / receiving unit 111 (step S161), the data control unit 113 acquires the header information 440 of the attached file (step S162).

Then, the data control unit 113 determines whether the header information includes backup permission information (net backup permission / non-permission information 451) (step S163). If included, the process proceeds to Y. If not included, It is determined that the e-mail is a normal e-mail, and the process proceeds to N to shift to a normal e-mail reception process.

When proceeding to Y, the header information is stored in the storage unit 300 (step S164), and the attached file is stored in the application data storage area 320 of the storage unit 300 (step S165). As described above, the process from sharing the net backup settings to setting the environment settings for the net backup processing has been described.

(2) Processing flow of net backup processing in management device FIG. 17 is a flowchart showing the net backup processing operation on the management device side. In FIG. 11, the step of receiving an electronic mail with an attached file from the consulting terminal device ( 7 shows a processing flow of the data management program on the management apparatus side after SH5).

The data management program is stored in the data management program storage area 710 of the storage unit 700 of the management device. When the management device is activated, the data management program is read from the storage unit 700 and then always resident in a memory such as a RAM. And execute the process.

First, the data management program activates the data management unit 143 (FIG. 11), and temporarily stores an email with an attached file received by the mail transmission / reception unit 141 in a buffer (step T1). In FIG. 11, the data management program activates the data management unit 143 to perform processing for cutting out the attached file from the electronic mail with the attached file temporarily stored in the buffer 1010 (step T2).

Then, it is determined whether or not the net backup permission information is included in the header information 440 of the attached data (step T3). If included, the process proceeds to Y. If not included, it is determined to be a normal e-mail. , N, and shifts to normal mail reception processing.

When proceeding to Y, the net backup processing operation module is activated (step T4). Next, when the data portion 460 of the attached file is compressed or encrypted, the net backup processing operation module determines the type of compression / encryption algorithm (not shown) of the attached file stored in the header information 440. ), And if necessary, decompression processing of the compressed data and decryption processing of the encrypted data are executed (step T5).

In this case, the compression / encryption algorithm may be commonly held in advance by a file writing module of an application program used by the accounting office and the consultant.

When the decompression process of the compressed data and the decryption process of the encrypted data are completed, the data management unit 143 stores the attached file (backup data) in the backup data storage area 720 (step T6) (note that FIG. 11 corresponds to SH7). In addition, the data management unit 143 stores file management information (history information) such as the file reception date and time (reception date and time 872 in FIG. 8) in the file management information storage area 750 (step T7) (SH8 in FIG. 11). Equivalent to Then, the management status 891 of the status management information in FIG. 8 is set to “unprocessed” (a state in which only the backup data (file) file is stored), and the processing date (information) 892 is recorded.

 When the storage of data and management information ends normally, an e-mail indicating “net backup file normal reception” is returned to the terminal device that has sent the data as an automatic response mail (step T7).

(3) Data Management in Management Device Related to Net Backup Process a) Display of Net Backup List Screen FIG. 18 is a flowchart relating to the screen display processing of the net backup list screen in the management device. Hereinafter, the display processing flow of the net backup list screen will be described with reference to FIG.

First, the control unit 650 of the management apparatus examines a signal from the mouse 620, and in the menu screen display (not shown) in which the data management program and the like are enumerated, has an icon indicating the “Net Backup List” menu been selected? Whether or not the icon indicating the “net backup list” menu is selected, the net backup list screen display module is activated.

The net backup list screen display module activates the data management unit 143, and acquires the consultant name 812 storing the backup data from the file management information case area 750 (step S181).

Next, the control unit 650 of the management apparatus is saved from the file management information case area 750 (by counting the number of files stored in the file 1 information 820 to the file N information 840 in FIG. 8). The number of existing files is acquired for each advisor (step S182).

In addition, the control unit 650 of the management apparatus acquires the total size of the files stored for each consultant (information on the storage file capacity 813) from the file management information case area 750 (step S183). The control unit 650 of the management apparatus further acquires the date / time information 870 of the last received file among the files stored for each advisor (step S184).

Based on the information acquired by the above processing, the control unit 650 writes the display data to the display memory of the display unit 640, and the display unit 640 displays the screen 1300 shown in FIG. 13 (step S185). As a result, the number of stored files 1320 stored in the net backup process, the last received date and time 1340, and the like can be grasped at a glance for each advisor name 1310.

b) Display of Consultant Destination Net Backup List Screen FIG. 19 is a flowchart showing a screen display processing flow of the consultant destination net backup list screen in the management apparatus. Hereinafter, the display processing flow of the net backup list screen will be described mainly with reference to FIGS. 14 and 19.

First, the control unit 650 of the management apparatus examines a signal from the mouse 620, and in a menu screen display (not shown) in which data management programs and the like are listed, an icon indicating a menu of “net backup list by consultant” is displayed. It is checked whether or not it has been selected (step S180). If an icon indicating a menu of "net backup list by advisor" is selected, the "net backup list by advisor" screen display module is activated.

In FIG. 13, in the column of the number of stored files 1320, the item “number” stored for each consultant is clicked (or selected) by the pointer instruction of the mouse 620 or the key input unit 610. The “Net backup list by advisor” screen display module may be started.

The “net backup list by consultant” screen display module activates the data management unit 143, acquires various types of information from the file management information case area 750, and performs screen display 1400.

Looking at this in detail, first, the control unit 650 of the management apparatus examines a signal from the mouse 620 and determines whether or not a selection bar (icon) 1411 for selecting an advisor is instructed (step U1). If the selection operation has been performed, the process proceeds to Y, and the consultant name data storing the net backup data is acquired from the file management information case area 750 and displayed in a list (step U2) (FIG. 14 (not shown). When a predetermined consultant is selected and instructed from the consultant list (step U3), the consultant name is displayed in the consultant name column 1410 ("0002 C Industrial" is displayed in FIG. 14).

Next, when a file format (application type) is instructed by the file format selection field 1414 (step U4), the selected file format is displayed in the file format field 1413 of FIG. 14 (“All” in FIG. 14). "Show). The control unit 650 of the management apparatus searches the file management information case area 750 to obtain file management information 820 to 840 of the file of the selected file format (step U5).

Based on the information acquired by the above processing, the control unit 650 writes the display data to the display memory of the display unit 640, and the display unit 640 displays the screen 1400 shown in FIG. 14 (step U6).

Also, the management status of the file management information of the file is determined (step U7), and if the management status of the file management information of the file is in the “unprocessed” state, the “net backup list by advisor” screen display module Then, the data management unit 143 is activated, and an icon indicating the unprocessed state (data storage process activation icon 1461) is further displayed on the screen (step U8) (FIG. 14).

By displaying the network backup list screen for each advisor, the file name, size, and reception date / time for each file format (application type) for each file stored in the net backup process for each advisor name 1410 is displayed. , Process contents can be grasped at a glance.

As a result, the progress information of the accounting process at the advisor can be grasped at a glance. For example, it is possible to know whether or not daily book processing is being performed reliably, such as when and what date and time the file of the accounting book was created, and when it was updated next, and how often it was. .

In addition, it is possible to provide advisor guidance regarding book processing after grasping the progress of the advisor. Furthermore, since the progress of the created data is known for each application, even if the accounting book data is processed sufficiently, if the salary data is not entered, an appropriate advisor can be obtained by grasping this. Advance guidance can be provided.

c) State Transition of Processing Column (Processing Contents) in Advisory Destination Net Backup List The contents of processing column 1490 in the advisory net backup list are the management status (status) of the file (net backup file) subjected to the net backup process. This has been explained so far (FIG. 14). Next, a processing flow when the contents of the processing column 1490 are operated to change the file management state (status) will be described with reference to FIGS. 20 and 21. FIG.

First, in FIG. 20, the management device officially saves the net backup file sent from the consulting terminal device from a state where it is simply stored in the backup data storage area 720 (“unprocessed” state). An example of a processing flow until transition to the “save” state indicating the current state is described. Specifically, a processing flow is described when an icon indicating an unprocessed state (“data saving process activation icon 1461” in FIG. 14) is selected (clicked).

The data management program monitors whether or not the data storage processing activation icon 1461 (FIG. 14) is selected (clicked) according to the pointer instruction of the mouse 620 or the key input unit 610 (step V1) and selected (clicked). Is detected, a screen display (for example, pop-up display) of text characters “Do you want to execute net backup storage processing (storage processing) of this file?” Is performed (step V2).

Next, the data management program monitors whether or not an icon (not shown) for executing the saving process is selected (clicked) in the pop-up display (step V3), and starts the data management unit 143. Then, the file management information case area 750 is accessed, and the management status 891 of the status management information 891 of the file is changed and recorded from “unprocessed” to “save” (step V4). At the same time, the date / time data of the change process is recorded in the processing date / time 892.

Then, in the screen display of FIG. 14, the processing content column 1491 of the processing column 1490 of the file is changed and displayed from “unprocessed” to “save” (step V5). In this regard, although the screen display indicating the transition state after the change is not shown in FIG. 14, for example, the display after the change is text-displayed as “save” as in the processing content column 1492.

According to such a management function, for example, an accounting office manages a backup data such as a consultant's account book file as “unprocessed” state, and when the audit is completed, If it is made to respond | correspond to a state and management, there will be a merit that it is possible to judge at a glance the progress of the accounting process of the advisor and the progress of the audit of the accounting data at the accounting office.

Next, FIG. 21 illustrates an example of a processing flow until the management state of a backup file that is already in the “save” state is managed as a “deleted” state, that is, a state that is no longer necessary as old data. .

First, it is assumed that the check box in the row 1423 of the selection column 1440 in FIG. 14 is checked by the pointer instruction of the mouse 620 or the key input unit 610, and the display is changed to “re” display (for example, check mark 1442), the subsequent processing flow will be described with reference to FIGS.

When the check box in the selection column 1442 is checked by a pointer instruction of the mouse 620 or the key input unit 610 (step W1), the data management program displays a “delete” icon 1432 by a pointer instruction of the mouse 620 or the key input unit 610. It is monitored whether or not a selection instruction (click) is made (step W2). If the “delete” icon 1432 is selected (clicked), the process proceeds to Y. If not selected, the process proceeds to N to monitor whether the “selection cancel” icon is selected (clicked) (step W3). . If the “selection release” icon is not selected (clicked), the process returns to the state of monitoring whether the “delete” icon 1432 is selected (clicked) (step W2).

Next, when the “delete” icon 1432 is selected (clicked), the file management information (status management information 890) of the file whose check box in the selection column is checked is acquired (step W4). Then, the data management program executes processing for changing the management status 891 in the status management information 890 of the file from “save” to “delete” (step W5).

Then, the time at which the change overwriting process is executed is acquired using the TIME function (step W5), and the process date / time data 892 in the status management information 890 of the file is changed to the acquired time data. This is executed (step W6), and a screen display process for canceling the check mark of the check box of the checked file is performed (step W6).

Next, the data management program determines whether there is a check remaining in the check box. If there is a check remaining, the data management program returns to step W4 and repeats the same processing until there is no remaining check.

With such a management function, for example, when a new data arrives for a backup file such as an account book file of a consultant at an accounting office, the previously received backup file is managed as a “deleted” state. Thus, it is possible to prevent using old data by mistake.

d) State transition of processing column (processing content) when processing mode is “automatic” State transition of processing column (processing content) when processing mode column 1433 of FIG. 14 is instructed to select “automatic” mode The processing flow will be described with reference to FIGS. 14, 22 and 23. FIG.

First, when the processing mode selection icon 1434 for the “▽” mark is instructed, a pop-up display is made in the processing mode column 1433 so that “automatic” can be selected in addition to “manual”. When “automatic” is selected, the data management unit 143 automatically selects the data storage processing activation icon 1461 or the deletion icon 1432 according to a predetermined condition even if no selection instruction is given. The processing content can be changed.

This will be described with reference to FIG. 22. First, the automatic processing mode execution module of the management program is loaded onto a memory such as a RAM and is resident to monitor the state of the processing mode (step X1).

Here, when “automatic” is selected and instructed, a transition is made to a state in which the start of the audit program execution process is monitored (step X2), and the end of the execution of the audit program or the end of the audit process is monitored (step X3). When the end of the execution of the audit program or the end of the audit process is identified, the file management information (status management information) of the audited file is acquired (step X4).

If the management status 891 is in the “unprocessed” state, the management status 891 of the file management information of the file is changed from “unprocessed” to “save” (step X6), and the processing column 1490 for the file. Is changed from “unprocessed” to “save” and displayed (step X7). If the management status 891 is in the “save” state, it is determined that the audit has already been performed, and the process flow is exited.

Next, when a backup file of a certain file format is changed from "Unprocessed" status to "Saved" status, there is a backup file that is already in "Saved" status among backup files of the same file format. The processing flow for automatically changing the processing content of the file from the “save” state to the “deleted” state will be described with reference to FIG.

An automatic processing mode execution module of the management program is loaded on a memory such as a RAM and is resident to monitor the state of the management status (step Z1).

When it is sensed that the management status of a file has changed from the “unprocessed” state to the “save” state, the selected advisor in the application management information storage area (760, 770). In the previous terminal (consultant) management information storage area (761, 762), other files (information 820 to file N of file 1 in FIG. 8) having the same file format as the file format (application type) of the file. The management status 891 of the information 840) is searched (step Z2), whether or not the management status 891 is set to the “save” state is determined (step Z3), and the file set to the “save” state is detected. In this case, the process of changing the management status 891 from “Save” to “Delete” in the status management information of the file is executed. (Step Z4).

Then, the contents of the processing column 1490 of the detected file are changed from “Save” to “Delete” and displayed (Step Z5). It has been shown that the processing contents are automatically changed by the above processing flow, and the status management of the backup file can be performed without trouble.

As mentioned above, although several Example of this invention was described, it cannot be overemphasized that this invention is not limited to said each Example, A various deformation | transformation implementation is possible.

In addition to file management between accounting firms and advisors, for example, if the terminal device is made to correspond to the information processing device on the branch side and the management device to the information processing device on the head office side, Of course, it can also be applied to file management between branches.

As described above, the present invention relates to a file management system using e-mail technology, and the management system, management apparatus, and management program according to the present invention simply back up the data of the terminal device of the advisor. This is useful in that a management table can be generated and displayed as an index indicating the progress of accounting processing.

It is a figure which shows one Example of the system configuration | structure of this invention. It is a figure which shows one Example of a terminal device. It is a figure which shows one Example of the storage area of the data of each application in the memory | storage part of a terminal device. It is a figure which shows one structural example of the email in this invention. It is a figure showing one Example of the process by the side of a terminal device. It is a figure which shows one Example of a management apparatus. It is a figure which shows one Example of the storage area of the backup data in the memory | storage part of a management apparatus, and its management information. It is a figure which shows one Example of the content of the management information storage area for the terminal n (consultant n) in the memory | storage part of a management apparatus. It is a figure which shows one Example of the storage area of the backup data in the memory | storage part of a management apparatus, and its management information. It is the figure which showed one Example of the process regarding transmission / reception of the system environment setting information of the management apparatus side and terminal device side for performing a net backup process. It is the figure which showed the process by the side of the management apparatus which received the file attached to the mail from the terminal device (consultant). It is a figure which shows one Example of the setting screen of the data file for application programs by the management apparatus side. It is a figure which shows one Example of the screen display in the case of displaying the net backup list in the management apparatus side. It is a figure which shows one Example of the screen display in the case of displaying the net backup list according to the consultant in the management apparatus side. It is a flowchart which shows the processing flow which performs the net backup setting by the management apparatus side as a premise which performs a net backup process. It is a flowchart which shows the processing flow which performs the net backup setting process by the terminal device side (consultant side). It is a flowchart which shows the net backup processing operation by the management apparatus side. It is a flowchart concerning the screen display processing of the net backup list screen in the management device. It is a flowchart which shows the screen display processing flow of the net backup list screen classified by advisor in a management apparatus. It is a flowchart which shows an example of the processing flow of the backup file management in the management apparatus side. It is a flowchart which shows an example of the processing flow of the backup file management in the management apparatus side. It is a flowchart which shows an example of the processing flow of the backup file management in the management apparatus side. It is a flowchart which shows an example of the processing flow of the backup file management in the management apparatus side. It is one Example of the table which shows the transition rule of the management status in a management apparatus.

Explanation of symbols

110 Terminal device 120 Mail server (SMTP server)
130 Mail server (POP server)
140 Management Device 160 Network 210 Key Input Unit 220 of Terminal Device 220 Mouse of Terminal Device 240 Display Unit of Terminal Device 250 Control Unit of Terminal Device 300 Storage Unit of Terminal Device 400 Email 430 Attachment File 440 Header 510 Attachment File Creation Unit 610 Management Device Key Input Unit 620 Management Device Mouse 640 Management Device Display Unit 650 Management Device Control Unit 700 Management Device Storage Unit 710 Data Management Program Storage Area 720 Backup Data Storage Area 750 File Management Information Storage Area 1200 Net Backup Setting Screen 1300 Net backup list display screen 1400 Net backup list display screen by consultant

Claims (10)

A file management system in a communication network system in which a management device having an electronic mail transmission / reception function and one or more terminal devices having an electronic mail transmission / reception function are connected.
The management device
Backup file storage memory for storing backup files;
A file management information registration memory for registering file management information;
File environment setting information setting means for setting file environment setting information for determining whether to allow backup processing for each terminal device application program,
File environment setting information incorporation means for incorporating the file environment setting information into the e-mail;
A management mail transmitting means for transmitting the file environment setting information embedded in the e-mail to the terminal device designated by the file environment setting information;
A terminal mail receiving means for receiving an e-mail transmitted from the terminal device that has received the file environment setting information;
It is determined whether or not the received e-mail is a file storage request mail. If the received e-mail is a file storage request mail, the attached file is extracted from the e-mail and the attached file is stored in the storage memory as a backup file. Storage means;
File management information registration means for generating file management information uniquely corresponding to the backup file and registering it in the file management information registration memory when storing the backup file in the storage memory;
With
The terminal device
File environment setting information extracting means for receiving an e-mail from the management device and extracting file environment setting information included in the received e-mail;
Based on the received file environment setting information, it is determined whether the data generated by each application program executed on the terminal device is data that is permitted to be backed up by the management device. Data control means for making the data of the application program file data to be transmitted to the management device;
A file storage request mail creating means for setting the file to be transmitted to the management device as an attachment file of an email and using the email as a file storage request email;
A file storage request mail transmitting means for transmitting the file storage request mail to the management device ,
A file management system characterized by that. The backup file storage means includes means for setting a backup file stored in the storage memory to an unprocessed state until a save instruction is issued, and setting the file to a save state when a save instruction is issued. 1. The file management system according to 1. The management device
Timing control information for controlling the transmission timing of the e-mail on the terminal device side, comprising a timing control information setting means for setting, sending an e-mail incorporating the timing control information in the terminal device,
The terminal device
The e-mail is received by the e-mail receiving means, the timing control information is extracted by the file environment setting information extracting means, and the data generated by each application program executed on the terminal device is obtained by the data control means. When it is determined that the data is permitted to be backed up, the timing for transmitting the file storage request mail including the data file for the application program to the management device at the timing based on the extracted timing control information is controlled.
The file management system according to claim 1. The management device further generates a file management information reading unit for reading the file management information registered in the file management information registration memory , and generates a management table from the read file management information so as to display a list for each terminal device. 2. The file management system according to claim 1, further comprising management table generation means and management table output means for outputting the generated management table. A management device having a function connectable to one or more terminal devices having an electronic mail transmission / reception function via a communication network,
Backup file storage memory for storing backup files;
A file management information registration memory for registering file management information;
File environment setting information setting means for setting file environment setting information for determining whether to allow backup processing for each terminal device application program,
If the file environment setting information is set to information indicating that backup processing is permitted, file environment setting information incorporation means for incorporating the file environment setting information into the e-mail;
A management mail transmitting means for transmitting the file environment setting information embedded in the e-mail to the terminal device designated by the file environment setting information;
A mail receiving means for receiving an e-mail transmitted from the terminal device that has received the file environment setting information;
It is determined whether or not the received e-mail is a file storage request mail. If the received e-mail is a file storage request mail, the attached file is extracted from the e-mail and the attached file is stored in the storage memory as a backup file. Storage means;
File management information registration means for generating file management information uniquely corresponding to the backup file and registering it in the file management information registration memory when storing the backup file in the storage memory;
A management apparatus comprising: Further, file management information reading means for reading file management information registered in the file management information registration memory ,
File management information comparing means for comparing the file management information read by the file management information reading means with the file management information generated uniquely corresponding to the file to be newly stored;
A file deletion means for deleting a backup file stored in the storage memory ,
When storing the backup file in the storage means, the first file management information generated uniquely corresponding to the backup file and the file management information reading means uniquely correspond to the already stored backup file. The second file management information to be read, the first file management information and the second file management information are compared by the file management information comparing means, and received from the same terminal device on the same day. If a file format backup file is stored, the same file format backup file received from the same terminal device on the same day is deleted from the storage unit by the file deletion means, and management information is registered. Means to uniquely correspond to the deleted backup file. Management apparatus according to claim 5, wherein the register updates the yl management information. Further, file management information reading means for reading the file management information registered in the file management information registration memory, management table generating means for generating a management table from the read file management information, and outputting the generated management table A management table output means,
The management table displays a list of backup files received from the terminal device, for each file format, at least the file name of the file stored and the management status of the file on the management device side for each terminal device. The management apparatus according to claim 5, wherein A program that can be executed in a management device that can be connected to one or more terminal devices having an electronic mail transmission / reception function via a communication network,
The computer of the management device,
File environment setting information setting means for setting file environment setting information for determining whether to allow backup processing for each terminal device application program,
If the file environment setting information is set to information indicating that backup processing is permitted, an ais environment setting information incorporating means for incorporating the file environment setting information into the e-mail;
Mail transmission means for transmitting file environment setting information embedded in an e-mail to a terminal device designated by the file environment setting information;
Mail receiving means for receiving an e-mail transmitted from the terminal device that has received the file environment setting information;
It is determined whether or not the received e-mail is a file storage request mail. If the received e-mail is a file storage request mail, the attached file is extracted from the e-mail and the attached file is stored in the storage memory as a backup file. Storage means,
File management information registration means for generating file management information uniquely corresponding to the backup file and storing it in the memory when storing the backup file in the memory
Program to function as. Further, the computer
An advisor name acquisition unit that reads file management information from the memory and acquires an advisor name that stores backup data;
List display means for displaying a list of acquired consultant names,
Advisor name acquisition means for selecting one advisor name from the list of advisor names displayed,
File format selection means for selecting the file format,
File management information acquisition means for acquiring, from the memory, file management information uniquely corresponding to the selected file format in the selected advisor name;
Management information display means for displaying a list of at least a file name of a file stored for each file format and information indicating a management state of the file on the management apparatus side for each consultant among the acquired file management information ,
Program of 請 Motomeko 8, wherein Ru to function as. A program that can be executed in one or more terminal devices that can be connected to a management device having an electronic mail transmission / reception function via a communication network,
The terminal computer,
File environment setting information extracting means for receiving an e-mail from the management apparatus and extracting file environment setting information included in the received e-mail;
Whether the terminal device is a terminal device for which backup processing is permitted by the management device, and whether the data generated by each application program executed on the terminal device is data that has been permitted for backup by the management device. Whether or not the data is permitted to be backed up by the received file environment setting information, and data control means for making the data of the application program file data to be transmitted to the management device,
A file storage request mail creating means for setting a file to be transmitted to the management device as an attachment file of an email and using the email as a file storage request mail;
A program that functions as file storage request mail transmission means for transmitting the file storage request mail to a management apparatus.

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