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SunGard Public Sector 1000 Business Center Drive Lake Mary, Florida 32746
Phone: (800) 695-6915 Fax: (407) 304-1005 Web site: http://www.sungardps.com 1981 - 2010 SunGard Public Sector Inc. All Rights Reserved This document is covered by copyright. All rights reserved. SunGard Public Sector grants permission to the SunGard Public Sector customer to whom it was sent to copy any part of this document for internal use only. It may be reproduced for use only by the party to whom it is sent directly by SunGard Public Sector for internal use only. It may not be reproduced in any other from or by any means, graphical, electronic or mechanical, including photocopying, recording, taping, or information and retrieval system, or used by or distributed to any third party without written permission of SunGard Public Sector. SunGard Public Sector reserves the right to modify or revise all or part of this document without notice.
Table of Contents
Introductory Materials ........................................................................................................... 1 Training overview............................................................................................................... 1 Objectives ........................................................................................................................ 1 Who should attend? ......................................................................................................... 1 What should you bring? .................................................................................................. 1 Agenda ................................................................................................................................ 2 Start using SunGard Public Sector's online help ................................................................ 2 What is online help? ........................................................................................................ 2 How do I use the online help? ......................................................................................... 3 Benefits of online help .................................................................................................... 3 Overview of Menu Driver ...................................................................................................... 5 The HT (HTEGPL) application....................................................................................... 5 Overview of program selection .......................................................................................... 6 Starting Menu Driver (Select only) .................................................................................... 7 Commands....................................................................................................................... 7 User initial program ........................................................................................................ 7 Lesson Review ....................................................................................................................... 8 Menu Driver Components...................................................................................................... 9 The HTEGPL application ................................................................................................... 9 Signing on to the system ..................................................................................................... 9 Application codes ............................................................................................................... 9 Overview of menus ........................................................................................................... 11 Overview of functions ...................................................................................................... 11 Determining the function you are working with .............................................................. 11 Overview of subfunctions ................................................................................................. 12 Selecting functions to work with ...................................................................................... 12 Lesson Review ..................................................................................................................... 13 Role of the System Administrator........................................................................................ 15 Overview of software security .......................................................................................... 15 Levels of security .......................................................................................................... 15 Security officer (QSECOFR) ........................................................................................ 16
QHTE ............................................................................................................................ 16 System administrator ..................................................................................................... 16 Application administrator .............................................................................................. 17 Application users ........................................................................................................... 17 Overview of system administrator and application administrator responsibilities........... 18 System administrator ..................................................................................................... 18 Application administrator .............................................................................................. 18 Functions and subfunctions for HTEGPL application users ............................................ 18 Setting up the HT Basic user group for application users ................................................ 19 Functions and subfunctions for the application administrator group in HTEGPL ........... 22 Setting up an HT application administrator user group .................................................... 24 Setting up application administrator user groups ............................................................. 29 Adding users to the System i5 .......................................................................................... 31 Lesson Review ..................................................................................................................... 33 Role of the Application Administrator ................................................................................ 35 Overview of users and user groups................................................................................... 35 Setting up application user groups.................................................................................... 35 Changing the list of users assigned to a user group .......................................................... 37 Changing user group authority to application functions and subfunctions ...................... 37 Removing user authority from a software application ..................................................... 38 Lesson Review ..................................................................................................................... 39 Customizing Menus ............................................................................................................. 41 Adding menus ................................................................................................................... 41 Copying a menu to substitute a main menu ...................................................................... 42 Changing menu information ............................................................................................. 43 Adding menu options........................................................................................................ 43 Adding functions and function security............................................................................ 45 Lesson Review ..................................................................................................................... 47 Appendix A Lesson Review Answers ................................................................................. 49 Overview of Menu Driver ................................................................................................ 49 Menu Driver Components ................................................................................................ 49 Role of the System Administrator .................................................................................... 49 Role of the Application Administrator ............................................................................. 49 ii
Customizing Menus .......................................................................................................... 49 Appendix B Test Environments ........................................................................................... 51 Overview of test environments ......................................................................................... 51 Considerations ............................................................................................................... 51 Setting up System i5 test environment libraries (NaviLine only) .................................... 52 Saving libraries .............................................................................................................. 52 Restoring libraries ......................................................................................................... 52 Setting up System i5 test environment libraries (Select only).......................................... 54 Saving libraries .............................................................................................................. 54 Restoring libraries ......................................................................................................... 54 Creating test users ............................................................................................................. 56 Appendix C Contacting SunGard Public Sector .................................................................. 59 Customer support line ....................................................................................................... 59 Documentation from MyNaviLine ................................................................................... 59 Continuing education ........................................................................................................ 60 Glossary ............................................................................................................................... 63 Index .................................................................................................................................... 67
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Introductory Materials
Introductory Materials
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Agenda
1. Overview of Menu Driver "Program selection" feature Starting Menu Driver 2. Menu Driver components HTEGPL application Overview of menus, functions, and subfunctions Determining the function you are working with Selecting functions to work with 3. Role of the system administrator Security levels Making the HTEGPL application available to users Setting up application administrators Setting up user groups Adding users to the System i5 4. Role of the application administrator Users and user groups Removing authority from a software application Setting up application user groups Changing the list of users assigned to a user group Changing user group authority to application functions and subfunctions 5. Customizing menus Adding menus and menu options Adding functions and function security Including your old custom options program in Menu Driver
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Introductory Materials
Frequently Asked Questions - Answers to questions that customers most often ask. Contents and Index - Tools that help you locate information online quickly and easily. How do I use the online help? To access your Select online help, double-click the Help icon located on your desktop. To locate sections, you can use the buttons in the lower left corner of the help screen. To access your NaviLine online help, click the question mark icon located on the toolbar. You also can select the Help menu, then select one of the following: Contents and Index Table of contents and index for the entire Help document. Window Level Instructions and field definitions for the screen you are working with. For detailed information about how to use the online help, refer to the Multimedia Demonstrations book in the online help. There you will find a short video that walks you through how to find information using the online help. Benefits of online help Unlike a paper manual, all your employees can use the help at the same time. The help is always current. Software updates automatically include updated online help. When new features are developed or changes are made to the software, the help can be updated quickly. You dont have to fumble with insert pages when you receive a software update. Familiar browser-style format means you dont have to learn how to use a new online help format. Full-text search capability makes it easy to search the entire online help for a single word or phrase.
Introductory Materials
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When you select a new function, the previous function is added to your list. You can select previously used functions later in your work session. If you do, the system returns you to where you were in the function before you clicked Shortcut or pressed Escape or Attention. If you select Cancel when the Program Selection window displays, the system returns you to the command you used most recently.
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Lesson Review
Lets review Overview of Menu Driver. 1. When you select a new command using the program selection feature, does Menu Driver automatically end the function you are currently working with?
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Application codes
Throughout the SunGard Public Sector System Online Help, you will see references to SunGard Public Sector application codes. Below is a list of all SunGard Public Sector software applications with their application codes. Application Accounts Receivable Applicant Tracking Code MR AT Application Extended Reporting Fire Incident Reporting Code ER FI
Menu Driver Components Application Building Permits Business (Occupational) Licenses Case Management Cash Receipts Code Enforcement CAD400 CAD400 Redundancy CAD IV CAD IV Redundancy CAD V Contact Management Continuing Property Records Contract Billing Courts Crackdown CRIMES Management System Customer Information System Distribution Management Document Management Services EMS Billing Emergency Medical Services Code BP OL CS CR CE C3 RD C4 RE C9 CZ CP CB CT CK CC CX LD DX EB ES Application Fire Prevention Fire Resource Activity Tracking Fires Management System Fixed Assets Fleet Management Global Financial Systems GMBA
SunGard Public Sector General Purpose HT INFISYS Land Management Land/Parcel Management Parking Tickets Payroll/Personnel Planning and Zoning Purchasing/Inventory Real Time Pricing Special Assessments Tax Billing Utility Billing Work Orders/Facility Management MA LM LX PT PR PZ PI RT LO TX UT WF
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Overview of menus
Each application has a set of system menus that SunGard Public Sector sends with the application. These system menus access the standard functions for the application you are using. You can customize the user menus, but you should not customize any SunGard Public Sectordefined menus. The title of the screen indicates whether you are working with user-defined information or SunGard Public Sector-defined information. Warning: If you customize SunGard Public Sector-defined information, you may lose your changes when you install a new version or program temporary fixes (PTFs) for the application.
Overview of functions
SunGard Public Sector sends you each software application with a set of base functions that provide access to a program or command. A function may be a standard or even a mandatory use of the software application. Functions include SunGard Public Sector software menu options that allow you to perform actions necessary to the basic use of the software application.
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Overview of subfunctions
Subfunctions are functions that perform operations on other functions. For example, you use the Add subfunction to add the File Maintenance Menu to your main menu. You use the Delete subfunction to remove the Meter Functions Menu from the main menu. Subfunctions also provide additional application security. Since not all functions contain subfunctions, you can use the Subset function to display a list of functions that contain subfunctions.
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Lesson Review
Lets review Menu Driver Components. 1. What are the four components of Menu Driver?
2. How is the HTEGPL application different from other SunGard Public Sector applications?
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Application security - Users - You use this function to set up authority for individual users Application security - Groups - You use this function to set up groups of users whom you want to have the same authority Every software application has the functions listed above for setting up security. The security you set up determines who can use menus, menu options, functions, and subfunctions. You give user groups and individual users authority to work with features and functions of software applications. You can also deny authority to user groups and individual users. Note: The system administrator should be authorized to all applications, all functions, all menus, and all subfunctions. No one else should have full authority to the software applications. The system administrator should also have *SECOFR authority in his or her System i5 user profile. SunGard Public Sector recommends that you set up the following levels of security: System administrator Application administrator Application users SunGard Public Sector 15
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Note: QSECOFR is already set up on your system and has full access to Menu Driver security. When you start using the system, you use the QSECOFR user profile. You use the QSECOFR user profile to: Set up Menu Driver for your organization Set up the system administrator Perform system maintenance Change object security Only one or two people in your organization should have authority to this user profile. QHTE Note: QHTE is already set up on your system and has full access to Menu Driver security. SunGard Public Sector support personnel use the QHTE user profile to assist with softwarerelated problems on your system. The QHTE user profile: Has programmer (QPGMR) authority Has access to all SunGard Public Sector applications Is not enrolled in Menu Driver Note: If you change the password for the QHTE user profile, you must let SunGard Public Sector know the new password. System administrator The system administrator should control security across all SunGard Public Sector applications. He or she should be responsible for: Installing the SunGard Public Sector software applications Adding application codes to activate the menu system (NaviLine only) Setting up the HT Basic user group for application users Setting up users in the SunGard Public Sector menu system The system administrator should have security officer (QSECOFR) authority in order to create other user profiles. You should create this user profile before any others and give the profile access to all applications, all menus, all functions, and all subfunctions. The system administrator does not need to belong to a user group. When you are adding the system administrator to the system, the fields on the Add User Information screen should be set up as follows: This Field User ID User description Should Indicate SYSADM System Administrator
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Menu Driver This Field Initial application Initial menu Show non-authorized menu options Limit group jobs on menus Limit group jobs on attention pgm Authority to all applications Authority to all functions Authority to all menus Authority to all subfunctions User class Application administrator Should Indicate HT
The application administrator should be responsible for controlling access to a specific application. Once a user is set up in the SunGard Public Sector menu system by the system administrator, the application administrator should be responsible for: Setting up application user groups Adding users to an applications user groups The application administrator should have Menu Driver maintenance authority only through the File Maintenance Menu of the application. Application users Application users have: Controlled access to SunGard Public Sector software applications A user class of *USER Limited access to the HTEGPL application and menu and security maintenance functions
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F6=Display messages F14=Work with submitted jobs F15=Calendar F18=Work with output Program selection 1=Select F4=Prompt F12=Cancel
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Role of the System Administrator 4. Type HT Basic User Group in the Description field.
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5. On the Add User Group screen, click OK or press Enter. Note: Do not change any of the preset values to Yes. You should not authorize users in the HT Basic group to all applications, all functions, all menus, or all subfunctions since all users are part of this group. 6. Do any user names display? If yes: Use the Enable/disable option for the users you want to add to the HT Basic user group. Result: A selection symbol (>) displays next to all users you selected for the HT Basic user group, and "User authorized" displays as the status for each of these users. If no: Proceed to step 8. You can set up users after you create the HT Basic user group. Note: Refer to Changing the list of users assigned to a user group. 7. Click OK or press Enter. 8. Use the Enable/disable option for HT(HTEGPL General purpose) application. Result: The users you set up in the HT Basic user group can access the HT application. A ">" displays next to this application and "Group authorized" displays as the status. 9. Click OK or press Enter. 10. Use the Enable/disable option for the SunGard Public Sector-supplied menus you want to authorize users to. Warning: The Menu/Security Functions Menu is used for maintaining your application security. Do not authorize the user group to this menu. Result: Users in the HT Basic user group are authorized to the menus you select. 11. Click OK or press Enter. 12. On the User Group Authorized Functions screen, use the Enable/disable option to authorize this user group to Application selection.
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Note: If you are using SunGard Public Sector's Select environment, use the Subfunctions option for Application selection. 14. Use the Enable/disable option to authorize this user group to the following subfunctions: 1=Select 5=Display F12=Cancel 15. Click OK or press Enter. 16. Use the Enable/disable option for Change user password. 17. Use the Enable/disable option to authorize this user group to Function selection. 18. Use the Subfunctions option for Function selection. 19. Use the Enable/disable option to authorize this user group to the following subfunctions: 1=Select 5=Display F12=Cancel F17=Subset Note: Do not authorize this group to "F14=Maintenance." 20. Click OK or press Enter. 21. Use the Enable/disable option to authorize this user group to Menu processor. 22. Use the Subfunctions option for Menu processor. 23. Use the Enable/disable option to authorize this user group to the following subfunctions: F3=Exit F5=Refresh F6=Display messages F14=Work with submitted jobs F15=Calendar F18=Work with output Note: Do not authorize this user group to the following subfunctions: F9=Command line F11=Fast path F13=Application help F20=Operational Assistant F22=Work with menu options 24. Click OK or press Enter. 25. Use the Enable/disable option to authorize this user group to Program selection. 26. Use the Subfunctions option for Program selection.
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27. Use the Enable/disable option to authorize this user group to the following subfunctions: 1=Select F4=Prompt F12=Cancel Note: Do not authorize this group to "F9=Command line" and "F12=User options." 28. Click OK or press Enter. 29. Select Exit.
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11=Additional security F3=Exit F5=Refresh F17=Subset User authorized user groups 1=Enable/disable 7=Users F3=Exit F5=Refresh F12=Cancel F17=Subset User group authorized functions 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel F17=Subset User group authorized menu options 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel User group authorized menus 1=Enable/disable 7=Menu options F3=Exit
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Role of the System Administrator Function Subfunction F5=Refresh F12=Cancel F17=Subset User group authorized subfunctions 1=Enable/disable F3=Exit F5=Refresh F12=Cancel F17=Subset User group authorized users 1=Enable/disable 7=User groups F3=Exit F5=Refresh F10=Reverse order F12=Cancel F15=Display by name/ID F17=Subset User group security listing 1=Select 5=Display F12=Cancel
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2. On the Menu/Security Functions Menu, select User groups. Note: If you are using SunGard Public Sector's Select environment, type the following on a command line to access the Menu/Security Functions Menu. Then click OK or press Enter. HTEMNU HT *SELECT 3. Use the Add function. Note: If you are using SunGard Public Sector's Select environment, use the Create option. 4. Type Application administrator in the Description field.
5. On the Add User Group screen, click OK or press Enter. Note: Do not change any of the preset values to Yes. You should not authorize application administrators to all applications, all functions, all menus, or all subfunctions. 6. Do any user names display? If yes: Use the Enable/disable option for the user you want to be the application administrator. Result: A selection symbol (>) displays next to the user you selected, and "User authorized" displays as the status for the user. If no: Proceed to step 8. You can set up the user after you create the application administrator. Note: Refer to Changing the list of users assigned to a user group. 7. Click OK or press Enter. 8. Use the Enable/disable option for the HT (HTEGPL General purpose) application. 9. Use the Functions option for HT (HTEGPL General purpose application). 10. Use the Enable/disable option to authorize the application administrator to Menu selection. 11. Use the Subfunctions option for Menu selection.
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12. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Select 5=Display F12=Cancel F17=Subset Note: Do not authorize the application administrator to "F14=Maintenance." 13. Click OK or press Enter. 14. Use the Enable/disable option to authorize the application administrator to Specific user groups. 15. Use the Subfunctions option for Specific user groups. 16. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Create 2=Change 5=Display 7=Users 9=Functions 10=Menus F3=Exit F5=Refresh Note: Do not authorize the application administrator to "4=Remove group from application." 17. Click OK or press Enter. 18. Use the Enable/disable option to authorize the application administrator to Specific users. 19. Use the Subfunctions option for Specific users. 20. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 5=Display 7=User groups 11=Additional security F3=Exit F5=Refresh F17=Subset Note: Do not authorize the application administrator to the following subfunctions: 1=Add user to application 2=Change 4=Remove user from application
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22. Use the Enable/disable option to authorize the application administrator to User authorized user groups. 23. Use the Subfunctions option for User authorized user groups. 24. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Users F3=Exit F5=Refresh F12=Cancel F17=Subset 25. Click OK or press Enter. 26. Use the Enable/disable option to authorize the application administrator to User group authorized functions. 27. Use the Subfunctions option for User group authorized functions. 28. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel F17=Subset 29. Click OK or press Enter. 30. Use the Enable/disable option to authorize the application administrator to User group authorized menu options. 31. Use the Subfunctions option for User group authorized menu options. 32. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel 33. Click OK or press Enter.
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34. Use the Enable/disable option to authorize the application administrator to User group authorized menus. 35. Use the Subfunctions option for User group authorized menus. 36. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Menu options F3=Exit F5=Refresh F12=Cancel F17=Subset 37. Click OK or press Enter. 38. Use the Enable/disable option to authorize the application administrator to User group authorized subfunctions. 39. Use the Subfunctions option for User group authorized subfunctions. 40. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable F3=Exit F5=Refresh F12=Cancel F17=Subset 41. Click OK or press Enter. 42. Use the Enable/disable option to authorize the application administrator to User group authorized users. 43. Use the Subfunctions option for User group authorized users. 44. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=User groups F3=Exit F5=Refresh F10=Reverse order F12=Cancel F15=Display by name/ID F17=Subset 45. Click OK or press Enter.
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46. Use the Enable/disable option to authorize the application administrator to User group security listing. 47. Select Exit.
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8. Indicate whether you want to give the users in this user group authority to all subfunctions. Note: If you indicate No, you must specify the subfunctions you want the user group to have authority to.
9. Click OK or press Enter. 10. Do you have users set up on your system whom you want to add to this user group? If yes: Use the Enable/disable option for the users you want to include in this user group. Result: A selection symbol (>) displays next to the users who are part of the user group you created. If no: Proceed to step 12. 11. Click OK or press Enter. 12. Did you authorize the user group to all applications? If yes: Proceed to step 14. If no: Use the Enable/disable option for the applications you want to authorize the user group to. Result: A ">" displays next to the applications you added authority to. The status of these items changes to "Group authorized." 13. Click OK or press Enter. 14. Did you authorize the user group to all menus? If yes: Proceed to step 16. If no: Use the Enable/disable option for the menus you want to authorize the user group to. Result: A ">" displays next to the menus you added authority to. The status of these items changes to "Group authorized." 15. Click OK or press Enter.
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Menu Driver 16. Did you authorize the user group to all functions? If yes: Proceed to step 18.
If no: Use the Enable/disable option for the functions you want to authorize the user group to. Result: A ">" displays next to the functions you added authority to. The status of these items changes to "Group authorized." Note: Make sure you authorize the user group to the application name functions. For example, if you authorized the user group to Purchasing/Inventory, you must give the user group authorization to the Purchasing/Inventory function. 17. Click OK or press Enter. 18. Did you authorize the user group to all subfunctions? If yes: Proceed to step 20. If no: Use the Enable/disable option for the subfunctions you want to authorize the user group to Result: A ">" displays next to the subfunctions you added authority to. The status of these items changes to "Group authorized." 19. Click OK or press Enter. 20. Select Exit.
Role of the System Administrator 6. Click OK or press Enter. 7. Type HT in the Initial application field. 8. In the Initial menu field select HTE, Inc. Application Menu.
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9. In the Show non-authorized menu options field, indicate whether you want the user you are setting up to view menu options he or she is not authorized to access. 10. Indicate No in the following fields: All applications All functions All menus All subfunctions Note: Indicate Yes in these fields only if you are setting up a security administrator. 11. Leave the preset *USER in the User Class field. Note: If you are setting up a security administrator, select *SECADM in this field. 12. Click OK or press Enter. 13. Make sure that HTINLPGM displays in the Initial program to call field. Note: If you had a previous System i5 system, be careful not to override any settings that pertain to that system. 14. Click OK or press Enter. 15. Select the HT Basic user group. Warning: If you are setting up a security administrator, do not select this group. 16. Click OK or press Enter. Result: A selection symbol (>) displays next to the HT Basic user group. The status changes to "User authorized." 17. Click OK or press Enter. 18. Repeat step 3-17 for each user you want to set up in the HT Basic user group. 19. Select Exit.
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Lesson Review
Lets review Role of the System Administrator. 1. Which two user profiles are already set up on the system?
2. Which user profile should control security across all SunGard Public Sector applications?
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4. Indicate whether you want to give the users in this user group authority to all functions in the All functions field. Note: If you indicate No, you must specify the functions you want the user group to have authority to. 5. Indicate whether you want to give the users in this user group authority to all menus in the All menus field. Note: If you indicate No, you must specify the menus you want the user group to have authority to. 6. Indicate whether you want to give the users in this user group authority to all subfunctions in the All subfunctions field. Note: If you indicate No, you must specify the subfunctions you want the user group to have authority to. 7. Click OK or press Enter. 8. Use the Enable/disable option for the users you want to include in this user group. Result: A selection symbol (>) displays next to the users who are part of the users group you created. Note: You can change the list of users assigned to the user group by using the Enable/disable option for any users you want to add or remove from the group. 9. Click OK or press Enter. 10. Did you authorize the user group to all menus? If yes: Proceed to step 12. If no: Use the Enable/disable option for the menus you want to authorize the user group to. Result: A ">" displays next to the menus you added authority to. The status of these items changes to "Group authorized." 11. Click OK or press Enter. 12. Did you authorize the user group to all functions? If yes: Proceed to step 14. If no: Use the Enable/disable option for the functions you want to authorize the user group to. Result: A ">" displays next to the functions you added authority to. The status of these items changes to "Group authorized." Note: Make sure you authorize the user group to the function that has the same name as the application you are working with. For example, if you are setting up a user group for Purchasing/Inventory, you must give the user group authorization to the Purchasing/Inventory function. 13. Click OK or press Enter. 36 SunGard Public Sector
Menu Driver 14. Did you authorize the user group to all subfunctions? If yes: Proceed to step 16.
If no: Use the Enable/disable option for the subfunctions you want to authorize the user group to. Result: A ">" displays next to the subfunctions you added authority to. The status of these items changes to "Group authorized." 15. Click OK or press Enter. 16. Select Exit.
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4. Use the Enable/disable option for the subfunctions you want to change user group authority to. Result: The software application gives authority to the individual users you selected who did not have authority. The software application removes authority from the individual users you selected who had authority. A selection symbol (>) displays next to those users with authority. 5. Click OK or press Enter. 6. Select Exit.
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Lesson Review
Lets review Role of the Application Administrator. 1. Can a user be authorized to more than one user group?
2. What is the only user group that should be authorized to all applications?
Lets practice... Note: Do not perform these exercises on live data. 1. Create a user group to control authority to the Program Selection function and subfunctions. 2. Create a user group that has authority to all of the menus, functions, and subfunctions for the Code Enforcement software application. 3. Create a user group with limited access to the Work Orders/Facility Management application. 4. Create a user group with only inquiry authority in Cash Receipts. 5. Create an application administrator for GMBA.
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Customizing Menus
Customizing Menus
Note: The system administrator should perform these procedures.
Adding menus
Follow these steps to add menus to a software application. 1. Sign on to the system with your system administrator user profile. 2. On the Menu/Security Functions Menu, select Applications. Note: If you are using SunGard Public Sector's Select environment, type the following on a command line to access the Menu/Security Functions Menu. Then click OK or press Enter. HTEMNU HT *SELECT 3. Use the Menus option for the application you want to add a menu to. 4. Use the Create option for the Description field you just used. 5. Type the name of the menu in the blank Description field. 6. In the Menu description field, type a description of the menu you want to add. 7. In the Allow public to use field, indicate whether you want everyone to have authority to this menu. 8. In the Show non-authorized menu options field, indicate whether you want users who do not have authority to be able to see this menu. 9. In the Main menu for application field, indicate whether you want this menu to be the main menu for the current application. Note: The menu you indicate here replaces the system menu. 10. In the Check for new mail field, indicate whether you want the application to check for new mail messages. 11. If you want the application to perform a function before displaying the menu options, type the command in the Command to execute before field. 12. If you want the application to perform a function after displaying the menu options, type the command in the Command to execute after field. 13. Click OK or press Enter. 14. Use the Enable/disable option for the user groups you want to give or take authority for. Result: The software application changes the user group authority to the selected menu and displays the new status of the user groups. 15. Click OK or press Enter. SunGard Public Sector 41
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16. Use the Enable/disable option for the users you want to give or take away authority from. Result: The software application changes the user authority to the selected menu and displays the new status of the users you enabled authority for. 17. Click OK or press Enter. 18. Select Exit.
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Customizing Menus
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Customizing Menus 7. Where do you want the option to appear on the menu? If last: Proceed to step 8.
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Note: The Sequence number field displays a sequence number that is one greater than the last option currently on the menu. If in a vacant position on the menu: Press Tab to move to the Sequence number field. Type an unused sequence number over the preset number. If before a specific option: Press Field Exit twice to move to the Insert before sequence field. This also deletes the number preset in the Sequence number field. Type the number of the menu option you want the new option to precede. If after a specific option: Press Field Exit three times to move to the Insert after sequence field. This also deletes the number preset in the Sequence number field. Type the number of the menu option you want the new option to follow. 8. Complete the appropriate fields in the "Optional values" section. 9. Click OK or press Enter. 10. Does either of the following messages display? A menu option with this sequence already exists. Only one of the three sequence options can be used. If yes: Repeat steps 7-10, making sure that the: o Number in the Sequence number field is not already used for a menu option o Sequence number field does not contain a number if you typed a number in either the Insert before sequence field or Insert after sequence field o Insert before sequence field and the Insert after sequence field do not both contain numbers If no: Proceed to step 11. Result: The software application: o Adds the selected function or menu to the options on the menu o Clears the information you typed in the fields on the Add Application Menu Option screen o Updates the number in the Sequence number field if appropriate 11. Select Cancel.
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Customizing Menus
12. View the list of options now on your menu. Do you want to remove any gaps in option sequence? If yes: Use the Resequence options function. Result: The software application renumbers the options so that they are consecutive. If no: Proceed to step 13. 13. Select Exit.
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Customizing Menus 16. Does the Work with User Application Subfunctions screen display?
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If yes and you want to add subfunctions to this function: Proceed to Adding standard subfunctions. If yes and you do not want to add subfunctions to this function: Click OK or press Enter. If no: Proceed to step 17. 17. Select Exit.
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Customizing Menus
Lesson Review
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Customizing Menus
1. Only system administrators should customize menus.
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4. On a command line, type the following to restore the system base data library HTEDTA to HTEDTAT: RSTLIB SAVLIB(HTEDTA) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEDTAT) OUTPUT(*PRINT) 5. Press Enter. 6. On a command line, type the following to restore the system base source library HTESRC to HTESRCT: RSTLIB SAVLIB(HTESRC) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTESRCT) OUTPUT(*PRINT) 7. Press Enter. 8. On a command line, type the following to restore the system base PTF library HTEPTFJ to HTEPTFJT: RSTLIB SAVLIB(HTEPTFJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPTFJT) OUTPUT(*PRINT) 9. Press Enter. 10. On a command line, type the following to restore the user modification library HTEUSRJ to HTEUSRJT: RSTLIB SAVLIB(HTEUSRJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEUSRJT) OUTPUT(*PRINT) 11. Press Enter. 12. On a command line, type the following to restore the modification library HTEMODJ to HTEMODJT: RSTLIB SAVLIB(HTEMODJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEMODJT) OUTPUT(*PRINT) 13. Press Enter. 14. On a command line, type the following to restore the system base program library INNOVATOR to INNOTEST: RSTLIB SAVLIB(INNOVATOR) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(INNOTEST) OUTPUT(*PRINT) 15. Press Enter. Result: The additional library is created.
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2. On a command line, type the following to restore the system base program library HTEPGM to HTEPGMT: RSTLIB SAVLIB(HTEPGM) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPGMT) OUTPUT(*PRINT) 3. Press Enter. 4. On a command line, type the following to restore the system base data library HTEDTA to HTEDTAT: RSTLIB SAVLIB(HTEDTA) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEDTAT) OUTPUT(*PRINT) 5. Press Enter. 6. On a command line, type the following to restore the system base source library HTESRC to HTESRCT: RSTLIB SAVLIB(HTESRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTESRCT) OUTPUT(*PRINT) 7. Press Enter. 8. On a command line, type the following to restore the system base PTF library HTEPTFJ to HTEPTFJT: RSTLIB SAVLIB(HTEPTFJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPTFJT) OUTPUT(*PRINT) 9. Press Enter. 10. On a command line, type the following to restore the user modification library HTEUSRJ to HTEUSRJT: RSTLIB SAVLIB(HTEUSRJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEUSRJT) OUTPUT(*PRINT) 11. Press Enter. 12. On a command line, type the following to restore the modification library HTEMODJ to HTEMODJT: RSTLIB SAVLIB(HTEMODJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEMODJT) OUTPUT(*PRINT) 13. Press Enter. 14. On a command line, type the following to restore the system base program library HTSUSR to HTSUSRT: RSTLIB SAVLIB(HTSUSR) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSUSRT) OUTPUT(*PRINT) 15. Press Enter.
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16. On a command line, type the following to restore the system base program library HTSMOD to HTSMODT: RSTLIB SAVLIB(HTSMOD) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSMODT) OUTPUT(*PRINT) 17. Press Enter. 18. On a command line, type the following to restore the system base program library HTSPTF to HTSPTFT: RSTLIB SAVLIB(HTSPTF) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSPTFT) OUTPUT(*PRINT) 19. Press Enter. 20. On a command line, type the following to restore the system base program library HTSDTA to HTSDTAT: RSTLIB SAVLIB(HTSDTA) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSDTAT) OUTPUT(*PRINT) 21. Press Enter. 22. On a command line, type the following to restore the system base program library HTSPGM to HTSPGMT: RSTLIB SAVLIB(HTSPGM) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSPGMT) OUTPUT(*PRINT) 23. Press Enter. 24. On a command line, type the following to restore the system base program library HTSSRC to HTSSRCT: RSTLIB SAVLIB(HTSSRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSSRCT) OUTPUT(*PRINT) 25. Press Enter. Result: The test libraries are now created. Remember to verify that all objects have restored before you continue.
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Menu Driver Create these profiles via the menu driver for Test.
Create these profiles with their initial program HTNAVSELT in HTSPGMT and the attention program library HTSPGMT. This allows the profiles to sign on to the test environment. 1. To create the user profiles for the test environment, log in as QSECOFR. 2. Type the following on a command line: CALL HTQHTECL 3. Type 4 in the Option field. 4. Press F11 for Fast Path. 5. Select the Menu/Security menu. 6. Select Users. 7. Create the profiles with the proper authority. Give the profile TESTUSER authority to all applications, all menus, all functions, and all subfunctions. Remember, this is the profile that maintains all of the security in the TEST environment. Only the System Administrator should have access to this profile. Result: The application profiles are set up to have all authority for that particular application. For example, GMTEST should have all authority to GM only. Your users can now sign on and test the software.
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Appendix C Contacting SunGard Public Sector To download documentation from MyNaviLine, follow these steps: 1. Using your web browser, go to http://www.mynaviline.com.
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2. Complete the User Name and Password fields. If you do not have a MyNaviLine account, click Click here to register for a new user account and follow the instructions. 3. Click GO. 4. Click the open book on the toolbar.
5. On the alphabet line, click the letter that corresponds to the application you want to work with. The documentation is organized in alphabetical order by each application's two-letter application code. Click Sort by Product Name to search by application name. Example: You want to download documentation for the Extended Reporting (ER) application. You click E on the alphabet line. Result: MyNaviLine scrolls to the closest alphabetic match. You may need to scroll or page down to locate the application you are working with. 6. Under the release number, click the document you want to select. 7. Click to view or save the document.
Continuing education
SunGard Public Sector provides many live and on-demand (recorded) continuing education opportunities via the Internet. The continuing education program reduces your organization's training-related expenses while allowing more employees within your organization to participate in SunGard Public Sector training. The ability to participate in a class only requires Internet access and a telephone for live classes or Internet access and a computer with speakers for ondemand classes. Some live classes are free, and others have billable fees between $75 and $150. The fee is based on one PC connection per class, NOT on the number of personnel who attend the session. On-demand classes are available at any time. Some on-demand classes are free, and others have billable fees that are either $40 or $55. To see a list of upcoming live continuing education opportunities: 1. Go to http://custtrain.hteinc.com. 2. Click Search class listings. 3. In the Categories of classes field, select Web Conference Class (Group Internet Based). 4. Click Search Scheduled Class. To see a list of on-demand continuing education opportunities: 1. Go to http://custtrain.hteinc.com. 2. Click On Demand Classes. 3. Select the category of the on-demand course you want to review.
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If you have additional questions about continuing education or the training & development program, contact the Training & Development Department at tnd@hteinc.com, call (800) 727-8088, or visit the Training & Development web site at http://custtrain.hteinc.com.
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Glossary
Glossary
5 5250 IBM communications protocol that allows access to the System i5 application server. A application SunGard Public Sector software program, such Cash Receipts or Building Permits. application administrator Individual who is responsible for controlling access to a specific application. B browser Program that allows you to navigate the web. SunGard Public Sector NaviLine applications require the browser to be Microsoft Internet Explorer. C command line Line at the bottom of the screen that allows you to work directly with the System i5. You use the command line to view a spooled file or call a program. F First Wave Customer Relationship Management (CRM) system used by SunGard Public Sector to maintain information about customers, products, and support cases. function SunGard Public Sector options that allow you to perform actions in the software application. You can set up user security for each function. G GIS Geographic information system I iSeries IBM's application server formerly known as the AS/400.
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IBM application that offers browser-based access to System i5 application servers. J job Specific task the System i5 performs, such as printing a file or running a program. M menu Group of related information or procedures within SunGard Public Sector software applications. Menu Driver SunGard Public Sector application that allows you to control who uses applications, menus, functions, and subfunctions. MyNaviLine Secured area of SunGard Public Sectors web site that allows you to create new support logs, check the status of an existing support log, search for solutions to a problem, e-mail customer support, and access support documents. O output queue A group of jobs waiting to output to a device such as a printer. P pass-through Feature that allows SunGard Public Sector employees to log onto your computer and fix or diagnose problems. A detailed record is created for each session, allowing you to view information about a specific pass-through session. PCR Product change request. A PCR is created in First Wave when it is determined that a programming change to required for a product. PTF Program temporary fix. Used to repair problems or bugs. You install PTFs from a tape you receive from SunGard Public Sector's Distributions department. Q QHTE User profile that SunGard Public Sector personnel use to assist with software-related problems on your system.
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Menu Driver QSECOFR Security Officer user profile. This is usually your information services officer. Query
Glossary
IBM tool that allows you to obtain information from the System i5 database. You can select, arrange, and present information in the form of a report. Questys Third-party application used with SunGard Public Sector's imaging interface. S spool file System i5 file used to temporarily store data for later processing. Many reports print to your spool file, where you can review them prior to sending them to the printer. subfunction Function that performs operations on other functions or menu options. Your security officer can grant authority to specific functions and subfunctions. submitted jobs Task that is waiting for processing by the System i5. subset Feature to help customize the list of selectable items on a screen to meet your specific needs. system administrator Individual who controls security across all SunGard Public Sector applications. System i5 IBM's application server formerly known as the iSeries or AS/400. T test environment System i5 environment used to test a new release of SunGard Public Sector software. It may include all of your application libraries or only those libraries you select. U user group Category of related personnel who work with the system. Security to functions and menus can be assigned by user group.
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Index
Index
overview of functions, 11 A adding application administrator user groups, 29 application user groups, 35 functions and function security, 45 HTEGPL application administrator user group, 24 HTEGPL user group for application users, 19 menu options, 43 menus, 41 test environment libraries, 52, 54 test users, 56 users on the System i5, 31 administrator, 15 agenda, 2 Application security groups, 35, 37 users, 38 applications adding functions and function security, 45 adding menu options, 43 adding menus, 41 changing menu information, 43 copying a menu to substitute a main menu, 42 determining the function you are working with, 11 changing menu information, 43 user group authority to functions, 37 creating application administrator user groups, 29 application user groups, 35 functions and function security, 45 HTEGPL application administrator user group, 24 HTEGPL user group for application users, 19 menu options, 43 menus, 41 test environment libraries, 52, 54 test users, 56 users on the System i5, 31 Basic user group, 19 C overview of menus, 11 overview of subfunctions, 12 Attention key overview of program selection, 6 selecting functions to work with, 12 B
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D determining the function you are working with, 11 documentation overview, 2 F functions adding functions and security, 45 overview, 11 overview of subfunctions, 12 selecting functions to work with, 12 setting up an HTEGPL application administrator user group, 24 H HT Basic user group, 19
Menu/Security Functions Menu Applications, 41, 42, 43, 45 User groups, 19, 25, 29 Users, 31 menus adding, 41 overview, 11 O online help overview, 2 P program selection overview, 6 selecting functions, 12 Q
L QSECOFR, 15 lesson review, 8, 13, 33, 39, 47, 49 answers, 49 lesson 2, 8 lesson 3, 13 lesson 4, 33 lesson 5, 39 lesson 6, 47 M Menu Driver overview of program selection, 6 starting, 7 menu options, 43 security adding functions and function security, 45 changing the list of users assigned to a user group, 37 overview, 15 setting up application user groups, 35 setting up application administrator user groups, 29 application user groups, 35 functions and function security, 45 HTEGPL application administrator user group, 24 HTEGPL user group for application users, 19 68 S
menu options, 43 menus, 41 test environment libraries, 52, 54 test users, 56 users on the System i5, 31 Shortcut, 12 signing on to the system, 9 software security adding functions and function security, 45 changing the list of users assigned to a user group, 37 overview, 15 setting up application user groups, 35 starting Menu Driver, 7 subfunctions overview, 12 system administrator, 15 System i5, 31 user groups test environments overview, 51
changing the list of users, 37 overview, 35 setting up an HTEGPL application administrator user group, 24 setting up the HTEGPL user group, 19 users adding to the System i5, 31 overview, 35
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