This window enables you to maintain your own settings. If you wish to prevent users from changing their settings, deny them access to File — Preferences — User Settings menu function.

File Path

File > Preferences > User Settings

This file path takes you to the User Settings Maintenance window

This window has 7 tabs.

General tab

Internet Identity

Email Address

Email address that will be used for documents (user overrides groups overrides system).

WWW (URL)

World Wide Web address (URL) that will be used on documents (user overrides groups overrides system).

Program Operation

Max open tasks

The maximum number of open tasks (functional areas of the program) before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Max open windows

The maximum number of open windows before old ones are automatically closed. (if non-zero, user overrides groups overrides system).

Max messages logged

The number of OK and Yes/No messages held in log before old ones are automatically cleared. (if non-zero, user overrides groups overrides system).

Working message delay

The delay in sixtieths of a second before a working message is opened (reduces message flashing). -1 clears group or system setting.

Working message icon speed

The speed in sixtieths of a second between state changes of the working message icon. -1 clears group or system setting.

List search time out (1/60 sec)

The maximum duration (in 1/60^th second units) between keys when searching a list. When this time out occurs, the programme empties the list search buffer. The minimum value is 40. Only applies when old list search is off.

Old (pre V4) list searching tick box

If checked, list keyboard searching behaves like pre- V4: ‘+’ and ‘-‘ go to the next and previous match respectively, and the search buffer does not automatically clear when entry stops.

Menu Icons on calendar tick box

If checked menus will have icons. Applies only on next start-up on this terminal of this program and is not stored in the settings. Windows-only.

Taskbar options

None – No taskbar will be shown

Top – Taskbar will be shown at the top of the display window.

Bottom – Taskbar will be shown at the bottom of the display window.

Show system Focus – Mac only

If checked a system highlight focus rectangle will be applied to the currently active object. Applies to most standard object types that respond to keyboard activity. Macintosh-only.

Report errors in Notation

If checked any runtime errors in notation will be reported. This is used for potentially identifying the causes of problems.

Report errors in Calculations

If checked any runtime program calculation errors (such as divide by zero) will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.

Disable headed list ellipsis

Normally if headed lists have columns set too narrow to show all the data, an indication is given with a … If this control is checked this display feature is disabled.

Headed list with sort arrow rather than bold/italic

The sort column of a headed list can be indicated by an arrow or by the column heading text being set bold and italic when the order is reversed. This controls which of these options is used.

Check for language improvements on start up

Applies to non-English language editions only. If checked the user will, if connected to the Internet, automatically perform a language upgrade check, and upload any language improvements for use by network users. For more about language edition text improvements see the Crowd-Source Language Improvement window help.

NOTE: If you have non-English language editions operating on your site, at least one language edition user for each language must have this setting checked for the site to receive language updated automatically.

Revert button

Selecting this button will revert to the last saved record on file.

Save Button

Selecting this button will save any changes you have made to the database.

Custom Reports tab

Custom reports that are used in place of standards or supplement them.

Settings are applied in a System then Group membership then User order. So, an individual user can have a collection of custom reports inherited from any of the foregoing. The same report may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the type, class name and title are exactly the same.

All report selection dialogues in the system can have custom reports added to them. These are listed by clicking on the Report Types button. Other reports, not deriving from selection dialogues can also be substituted or supplemented with custom reports by entering the standard report class name in the Report Type.

Grid of Custom Reports

List of all custom reports that are available to the group, user, or system. To remove an entry, clear the row’s Report Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Type

Custom report type which is used to apply where the report is used. Typically, this is a three or more letter code that is case-insensitive. To get a list of all report types supported, click on the Report Types button.

Sub-type

Custom report sub-type which is used to apply where the report is used. Normally 0, this can control alternative data collection methods.

Report class

The custom report class. It should be available in the program.

Title

The title that the user may see to determine their selection of it.

Dynamic query name

An optional search class that may be used in conjunction with the custom report.

Active tick box

If unchecked the system will ignore the entry. Useful where you want to disable a user’s use of a group report.

Report Types button

Click to show a list of applicable report types.

Custom Features tab

Custom features that are to be available.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom features inherited from any of the foregoing. The same feature may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the section, class name and title are exactly the same.

Grid of Custom Features

List of all custom features that are available to the group, user, or system. To remove an entry, clear the row’s Window Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.

Section

Custom feature group name that groups different features. All features in the same group appear on the same menu.

Window Class

The window class name that will open when the menu is operated.

Title

The title that will be shown on the group menu.

Active

The feature is active for the group or user.

ScratchPads tab

To set the display columns of the ScratchPads

ScratchPads dropdown list

To select the ScratchPad you wish to maintain.

Field List

List of the available data fields for the selected ScratchPad. Drag lines from this list into the column list to add a field.

Scratchpad Column list

List of columns that will be presented on the ScratchPad. To re-order, drag and drop. Modify the heading in the list.

TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.

Maximum lines

The maximum number of lines permitted in the ScratchPad.

Auto Add

With this option lines will be automatically added to the ScratchPad as the program encounters records.

Calculated button

Click to amend or add a calculated field.

Email tab

Email settings. These are the Email settings that a user will have when sending emails from the program. All email settings apply as a set to a user if there is any Email Address text entered and will apply with the following priority: User, Group membership, System. So by judicious use of settings, you can have individual (user) such as joe.blow@mycompany.co.uk, departmental (group) such as sales@mycompany.co.uk and company (system) as in info@mycompany.com. Each can point to a different server.

User information

User details needed when printing to the Email report destination.

Name

Your full name used when printing to the Email report destination.

Email address

Your email address.

Reply address

The email address that will be shown as the reply address.

Always cc to

Optional email address(s) to which a copy of all emails will be sent.

Signature after message

The signature text that will terminate any email message sent.

Server information

SMTP server

The IP name or address of the Simple Mail Transfer Protocol server that emails will be sent to. By default port 25 is used but that can be overridden using a : (colon) delemiter, as in www.mydomain.com:999.

Authentication name

Account name used for authentication with the server (supports LOGIN and PLAIN methods only). If there is no name entered, no authentication is attempted.

Authentication password

Authentication password which is sent along with the name so that the email server can authenticate the sender (as a spam prevention tool).

Secure

These options control the use of OpenSSL (which must be installed on the client computer) in communicating with the mail server. Selecting No turns off OpenSSL for communications to the email server. Selecting Yes, means OpenSSL secures the connection using OpenSSL to the email server. The STARTTLS option means the communication with the server will be by STARTTLS protocols.

Verify

Verify the secure connection.

Attachments

When reports are sent by email, the report is rendered into a public format and attached to a simple text email. You can control the attached file format here. Setting applies to Users only.

Acrobat PDF

Attachments will be in Acrobat PDF format.

NOTE: Converting reports into PDF documents is carried out by a special external licensed from Brainy Data Ltd. A currently licensed external called PDFDevice.dll (or .so on MacOSX) must be installed in the XCOMP directory of the Omnis Studio installation.

HMTL

Attachments will be in HTML format.

NOTE: The HTML standard is not as rich in formatting as the report generator and therefore do not expect perfect conversion. In fact, in many cases it does not resemble the printed version of the report at all!

Defaults tab

Defaults that can apply.

Document Processing (Only Available for User Settings)

Default to Sales Order rather than Quotation

If checked, when a new quotation or sales order is operated it will initially be a sales order.

Default to Purchase Order rather than a Request for Quotation

If checked, when a new RFQ or purchase order is operated it will initially be a purchase order.

Default to Work Order Backflushed rather than Normal

If checked, when a new Work Order is created it will initially be marked for Backflushing.

Default to Job rather than Estimate

If checked, when a new Job or Estimate is created it will initially be marked as an Job.

Window Behaviour – Do not Clear Window when Performing a Find

Normally, when performing a Find operation, the window is cleared of data. If checked, this will leave any data present in the window.

Import and Export Text Encoding

Encoding for Import when no BOM

When importing from text data when the file has no Unicode Byte Order Marker (BOM) the selected encoding will be used. Default is kUniTypeNativeCharacters. For more details about this setting see the Unicode topic.

Encoding for Exporting

When exporting to text data or printing to port or text the selected encoding will be used. Default is kUniTypeUTF8. For more details about this setting see the Unicode topic.

Set Byte Order Mark at the start of exported text tick box

If set, and the Encoding for Exporting is set to a Unicode encoding, a Unicode BOM is output at the start of the output file. For more details about this setting see the Unicode topic.

Options tab

Extra options that may apply.

Options field

Options that will be added to the option list. All take the form of optXXXX=Value ;;Comment. The optional comment is for your aide memoir and must be prefixed with a space an two semicolons.

Show Options List button

Opens the Program Options Listing window of available options. Dragging an option from there will install it.

Revert button

Selecting this button will revert to the last saved database.

Save Button

Selecting this button will save all new changes.

Compiled in Program Version 6.00. Help date last modified on 24 November 2022

Class wSettings last modified 25 May 2022. FP File>system manager>Settings Maintenance Subwindow

The post Preferences: Settings Maintenance Subwindow appeared first on Caliach.

The security system in the program is built around a Group and User structure and provides the user access to specific menu functions and window tab panes.

Generally, Groups are assigned access privileges and users inherit their privileges by virtue of their membership of one or more groups.

Key things to remember are:

There can be any number of Groups and Users.

Users can belong to any number of Groups.

Groups should be the main control of menu access privileges.

Users can be assigned access privileges that override their Group inheritance.

Menu access is the primary security medium. Window tab pane access should be treated as secondary.

It is best that all Groups have full window tab pane access and pane closed access should be specifically applied when needed.

Settings follow a similar pattern with the addition of a System set of settings.

Some settings are additive, such as Custom Reports and Features, others override each other on a System, Group, User basis, such as ScratchPad design.

Privileges and Settings are stored in a special form that is not readable in reports, etc. Hence it is important to backup your settings which you can do in the System pane.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

File Path

File > System Manager > Privileges and Settings…

This file path takes you to the Privileges and Settings window. This window has six tabs, three of which have seven sub tabs. For details of the subtabs, see our Settings Maintenance guide

Groups Tab

The groups tab is where you maintain details of access groups.

Group List

This is a list of all the groups in your system.

To add a new group, select the New Group button. In the pop up window type in your chosen name for the new group and click ok.

Group Name

This shows the name of the group currently being worked on.

Notes

Notes or codes can be entered here to be used in custom activities.

Group Subtabs

Group Settings are stored in the group record and apply at the middle level. If values are set, they override any system values for that setting, however any user settings will override them. For details of the subtabs, see our Settings Maintenance guide

BUTTONS AND FIELDS – Group Tab

Delete

Selecting this button will delete the highlighted group. A warning box will pop up asking if you are sure you would like to delete the group.

New Group

This button will open a window to allow you to name your new group.

Revert

Selecting this option will revert all data to the last saved point.

Save

This will save any changes you have made.

Users Tab

In this tab you maintain details of the users on the system.

User List

This list shows all the users of the system.

User ID

Here you will see the unique user ID for the highlighted user.

Administrator (Full access)

Setting a user as an Administrator will give them full access regardless of group membership.

No Login

When this is ticked, the user highlighted will no longer be able to log in and the account becomes disabled. This would most commonly be used when a user leaves the company.

Name

User’s name goes here.

Job Title

Enter Users job title here.

Password

Users encrypted password here.

And again

Confirmation of users encrypted password.

Validity Days

Validity days of password.

User Subtabs

User Settings are stored in the user record and apply at the lowest level. If values are set, they override any group or system values for that setting. For more details see the Settings Maintenance guide.

BUTTONS AND FIELDS – Users Tab

Workflow Alerts button

Selecting this button will open the Workflow Alert Checks Maintenance window for the selected user.

See our Workflow Alert Checks Maintenance guide.

Delete

This will delete the highlighted user. Depending on the user’s status, a warning box will appear either stating they cannot be deleted and the reason why or, for you to confirm you wish to delete them.

New User

To add a new user, select the New User button. A pop-up window will appear requesting you enter a unique user ID which can be up to three upper-case characters.

Revert

Selecting this option will revert all data to the last saved point.

Save

This will save any changes you have made.

User Group Membership tab

In this tab you can allocate group and user memberships.

Allocating users and groups memberships

To allocate, drag a user into a selected group membership list or drag a group into a user membership list.

Removing users and groups memberships

To remove members or membership, drag back onto the user or group list.

Menus and Toolbars tab

In this tab you set group and user privileges for Menus and Toolbars.

Menu Structure Tree List

Here is a list of all menus in the system colour coded to indicate access for the selected user or group. You can change access by ticking or unticking the relevant box.

BUTTONS AND FIELDS

Group

When ticked, this indicates the list is showing access for the selected group.

Group Selection Dropdown

You can change the selected group by clicking on the dropdown menu.

Clear All Privileges

Selecting this button will remove all privileges for the selected group. Click save to permanently change the record.

Set All Privileges

This button will give the selected group every privilege available. Click Save to permanently change the record.

User

When ticked, this indicates the list is showing access for the selected user.

User Selection Dropdown

You can change the selected user by clicking on the dropdown menu.

Clear To Group Membership

Selecting this button will clear all special privileges so the user only possesses the privileges inherited from his group memberships.

Expand All

This expands the tree list to show all menu lines

Collapse All

This collapses the tree list to show only menus

Print

This will create a report showing the access privileges for the user or group selected.

Print All

This will print a report of privileges for all users or groups depending on which is selected. This can be a very long report and may take some time to print.

Window Tab Panes

In this window you can set the group and user privileges for window tab panes.

Menu Structure Tree List

Here is a list of all windows with tab panes in the system colour coded to indicate access for the selected user or group. You can change access by ticking or unticking the relevant box.

BUTTONS AND FIELDS

Group

When ticked, this indicates the list is showing access for the selected group.

Group Selection Dropdown

You can change the selected group by clicking on the dropdown menu.

Clear All Privileges

Selecting this button will remove all privileges for the selected group. Click save to permanently change the record.

Set All Privileges

This button will give the selected group every privilege available. Click Save to permanently change the record.

User

When ticked, this indicates the list is showing access for the selected user.

User Selection Dropdown

You can change the selected user by clicking on the dropdown menu.

Clear To Group Membership

Selecting this button will clear all special privileges so the user only possesses the privileges inherited from his group memberships.

Expand All

This expands the tree list to show all menu lines

Collapse All

This collapses the tree list to show only menus

Print

This will create a report showing the access privileges for the user or group selected.

Print All

This will print a report of privileges for all users or groups depending on which is selected. This can be a very long report and may take some time to print

System Tab

System Settings are stored in the datafile and apply at the highest level. If there are no group or user values for a setting, these will apply. For more details see the Settings Maintenance guide.

BUTTONS AND FIELDS

Backup To Text File

You can use this to backup all System, Group and User settings into a text file. You can choose where to save it on your system.

The following are saved:

• For the System
  • All settings in Settings Maintenance subwindow
  • Workflow Alert Triggers
• For Each Group
  • Name and ODBC Groups
  • All Settings in Settings Maintenance subwindow
  • Menu access privileges
  • Window tab pane access privileges
• For Each User
  • ID, name, title and password values
  • All settings in Settings Maintenance subwindow
  • Menu access privileges
  • Window Tab Pane access privileges
  • Workflow alert checks
  • Navigator favourites
• All OdDBC Group, File and Field settings

Retrieve From Backup Text File

This button can be used to retrieve all System, Group and user settings from a file previously created as a backup. When selected the below Recover Settings window will open.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Compiled in Program Version 6.00.

Class wPrivileges (Privileges and Settings) FP: File > System Manager > privileges and settings

The post Privileges and Settings appeared first on Caliach.