1 / 86

COMMANDseries Security & Administration

COMMANDseries Security & Administration. Andy James ajames@commandalkon.com 011 -44-7814-184727 +44-7814-184727. Session Objective.

walt
Download Presentation

COMMANDseries Security & Administration

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. COMMANDseries Security & Administration Andy James ajames@commandalkon.com 011 -44-7814-184727 +44-7814-184727

  2. Session Objective • This session will review COMMANDseries application topics such as Advanced Users Security, User Groups, Privileges and Authentication, Auditing, Archiving, Document Format HTML, and data import/export capabilities. • New Features for 3.10 GS3-005 COMMANDseries Security & Administration

  3. Managing COMMANDseries • Advanced Security & User Groups • Privileges and Authentication • Auditing – Orders and Full • Archiving • Document Format HTML • Data Import/Export Capabilities • Required Field Controls • Address Validation GS3-005 COMMANDseries Security & Administration

  4. Advanced Security & User Groups

  5. Advanced Security & User Groups • Users & User Groups • Users are Defined as Employees Who Will Access COMMANDseries. Users and Employees are NOT necessarily the same. • Users need Privileges to Perform Duties Within COMMANDseries • Groups are Created to Contain Users • Groups can be Assigned Privileges for the Users Within the Groups • Makes Administering Privileges MUCH Easier. GS3-005 COMMANDseries Security & Administration

  6. Advanced Security & User Groups GS3-005 COMMANDseries Security & Administration

  7. Advanced Security & User Groups • Users • Preferences. Sets system level preferences. • Licenses. Gives access to licenses modules (CC COMMANDconcrete, CA COMMANDaggregate etc). • Privileges. Sets Form and Field Privileges. • Order Printers. Sets the printer a user entered order prints at. • Options. Sets preferences regarding invoicing, user access and invoicing. • Restrictions. Sets user privileges for system actions. • Plants. Gives user access to certain plants. • Discount Levels. Sets levels a price can be discounted by. • Order Entry Defaults. Sets default settings in Order Entry. • Order Type Defaults. Sets default Order Type for user GS3-005 COMMANDseries Security & Administration

  8. Advanced Security & User Groups • Groups limited to Privileges, Discount Levels & Order Entry Defaults GS3-005 COMMANDseries Security & Administration

  9. Advanced Security & User Groups • User Group added to the User • Inherits all settings from the User Group • Settings made on the User overrides the User Group GS3-005 COMMANDseries Security & Administration

  10. Advanced Security & User Groups • User Name • Important for Audit Reports • User Log On • Windows Pass Through Security GS3-005 COMMANDseries Security & Administration

  11. Privileges and Authentication

  12. Privileges • PRIVILEGES • Important to understand starting point of access to the forms “# - All Forms” • None – Start with “No Access” and then grant individual access • Add – Start with “Full Access” and the remove individual access GS3-005 COMMANDseries Security & Administration

  13. Privileges GS3-005 COMMANDseries Security & Administration

  14. Privileges • Message Bar Layout • Component – Form Name • Version & Modified Date – Programming Version • Entity – Table Name if not calculated • Field – Field Name (=“Current Value in Form”) GS3-005 COMMANDseries Security & Administration

  15. Privileges • Form Layout • Main Form (IMST) GS3-005 COMMANDseries Security & Administration

  16. Privileges • Form Layout • Sub Form (IMSTE) GS3-005 COMMANDseries Security & Administration

  17. Privileges • Form Layout • Field (Const_Item_Code) GS3-005 COMMANDseries Security & Administration

  18. Privileges • Form Layout • Labels are Separate Fields (CONST_ITEM_CODE_DISP) GS3-005 COMMANDseries Security & Administration

  19. Privileges • Form Layout • Cost and Prices are also controlled per form GS3-005 COMMANDseries Security & Administration

  20. Privileges • Privilege Controls • Add – The user can add, delete, change, and inquire. This option provides full control over a field. • None– The user is NOT allowed to access the form/field at all • Inquire– The user can inquire (but NOT add, delete, or change). This option is the equivalent of Read Only. • Change– The user can change and list existing records, but cannot delete existing records or create new ones. GS3-005 COMMANDseries Security & Administration

  21. Privileges • Privilege Controls • Add GS3-005 COMMANDseries Security & Administration

  22. Privileges • Privilege Controls • None GS3-005 COMMANDseries Security & Administration

  23. Privileges • Privilege Controls • None GS3-005 COMMANDseries Security & Administration

  24. Privileges • Privilege Controls • Inquire GS3-005 COMMANDseries Security & Administration

  25. Privileges • Privilege Controls • Change GS3-005 COMMANDseries Security & Administration

  26. Privileges • Privilege Controls • Cost Suppress GS3-005 COMMANDseries Security & Administration

  27. Privileges • Add new privileges • Right click in white blank field and navigate to the form GS3-005 COMMANDseries Security & Administration

  28. Privileges • Field Settings • Sets access to individual fields on forms GS3-005 COMMANDseries Security & Administration

  29. Privileges • Field Settings • Sets access to individual fields on forms GS3-005 COMMANDseries Security & Administration

  30. Privileges • User Privilege Report • Details Form and Field privilege settings GS3-005 COMMANDseries Security & Administration

  31. Privileges • User Privilege Report • Details Form and Field privilege settings GS3-005 COMMANDseries Security & Administration

  32. Authentication • Security Method • COMMANDseries • Windows Pass Through GS3-005 COMMANDseries Security & Administration

  33. Auditing – Orders and FullArchiving

  34. Auditing • Order Auditing • Keeps track of who entered the order • Tracks the changes • Allows for additional information such as who called and why GS3-005 COMMANDseries Security & Administration

  35. Auditing • Order Auditing GS3-005 COMMANDseries Security & Administration

  36. Auditing • Order Auditing GS3-005 COMMANDseries Security & Administration

  37. Auditing • Order Auditing GS3-005 COMMANDseries Security & Administration

  38. Auditing • Order Auditing GS3-005 COMMANDseries Security & Administration

  39. Auditing • Full Auditing • Audits a form such as Items, Customers, Projects • Allows for Audits of Particular Events • Creates a Log History and Saves GS3-005 COMMANDseries Security & Administration

  40. Auditing • Full Auditing • Controls which COMMANDseries data files and fields are audited • Gives the user (with appropriate privileges) the ability to add, change, delete or inquire about the files and fields audited by the system • Gives the user (with appropriate privileges) the ability to purge records from the Auditing System file GS3-005 COMMANDseries Security & Administration

  41. Auditing • Full Audit • Audit Profile can explicitly include or exclude fields GS3-005 COMMANDseries Security & Administration

  42. Auditing • Full Audit • Records can be output to a form in the application or a report GS3-005 COMMANDseries Security & Administration

  43. Archiving

  44. Archiving / Purging • Customer Notes • Deliver To Records • Projects • Orders & Tickets • Audit Records • Log Files • Truck Capacity / Unavailability • Customer Records • Inventory Records • Accounts Receivables GS3-005 COMMANDseries Security & Administration

  45. Archiving / Purging • Customer Notes • Purges based on note completion date GS3-005 COMMANDseries Security & Administration

  46. Archiving / Purging • Deliver To Records • Deliver To’s extended to Jobs and Quotes • “Pending Acceptance” gives ability to manage duplicates GS3-005 COMMANDseries Security & Administration

  47. Archiving / Purging • Projects • Review your Project Expiration Dates • Verify current expired are to be included • Allows you to edit expiration dates for multiple projects and specific customers • Provides quick expiration date changes to multiple projects GS3-005 COMMANDseries Security & Administration

  48. Archiving / Purging • Projects • Purge Expired Projects • Will not purge projects with outstanding invoice information • Save a copy of the report produced to show all projects purged GS3-005 COMMANDseries Security & Administration

  49. Archiving / Purging • Quotes • Expired Quotes • Closed Jobs and Quotes GS3-005 COMMANDseries Security & Administration

  50. Archiving / Purging • Orders and Tickets • Old orders and ticket information accumulates rapidly • Out-dated orders and tickets should be periodically purged from your system • It is important to develop a methodology for when to purge and what information to purge. This ensures that only unneeded information gets removed from the system. BETTER PERFORMANCE • Order Audit Log records are purged when you purge Orders and Tickets GS3-005 COMMANDseries Security & Administration

More Related