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COMMANDseries Security & Administration

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

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COMMANDseries Security & Administration

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  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

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