Version 3 (1) .0 CAD400 Dispatcher Training Manual

Menu Driver Training Manual
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.
Printed in the U.S.A.
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 Training overview

Menu Driver training takes place during one visit that lasts one or two days. This manual is intended to lead you through your SunGard Public Sector training classes. SunGard Public Sector provides comprehensive online help for your ongoing reference and refresher needs. Throughout this manual you will see references to related online help sections that you should refer to. These references are noted by an icon. The procedures in this guide are also in your online help. SunGard Public Sector recommends that you train your employees to utilize the online help, since it will always include the most comprehensive, up-to-date instructions for using your SunGard Public Sector software. Objectives By the end of the training sessions, you will be able to: Add menus, functions, and subfunctions Add users to the SunGard Public Sector System and to applications Set up user groups Set up security levels Set up test and multiple environments Use the online help Who should attend? SunGard Public Sector recommends that the following personnel attend: System administrators who will be authorizing users to the System i5 and setting up user groups Application administrators who will be authorizing users to applications and functions What should you bring? The majority of your training is hands-on, using a computer screen and keyboard. SunGard Public Sector recommends that you also bring the following items to each training session: This training manual Materials for taking notes
SunGard Public Sector
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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
Start using SunGard Public Sector's online help

What is online help? Online help provides the same information found in paper-bound manuals, such as: Whats New - Brief descriptions of enhancements to the latest release of the software. Overviews - Background and conceptual information, including examples to help illustrate concepts. Procedures - Step-by-step instructions for how to perform basic job tasks. Checklists - Broad procedures that can be used on a weekly, monthly, or yearly basis. Checklists can help remind you of steps that need to be taken at a certain time.
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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.
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Menu Driver
Overview of Menu Driver

Menu Driver is a SunGard Public Sector application that allows you to control who uses applications, menus, functions, and subfunctions. Only the system administrator should be authorized to everything. You can use Menu Driver to set up and maintain users, user groups, functions, subfunctions, and menus. You give user groups authority to work with features and functions of software applications. You can also use Menu Driver to customize menus by setting up your own menu and adding existing menus as menu options. SunGard Public Sector also creates menus and functions and sends them with each update of the software applications. You can copy any of these menus and modify them as a user menu. The four components of Menu Driver are: Applications - A SunGard Public Sector software program, such Cash Receipts or Building Permits. 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. Functions - 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. 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. The HT (HTEGPL) application Menu Driver uses an application called HTEGPL to control basic functions such as: Menus and functions Function keys The "program selection" feature You also use the HTEGPL application to control the use of menu screens and access to the command line. Menu Driver is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications.
Menu Driver
Overview of program selection

Menu Driver has a feature called "program selection," which allows access to all authorized functions and programs across all applications. This saves time by allowing access to different functions at the same time. Functions are menu options you use to accomplish tasks. You can use the "program selection" feature to select functions you want to work with. The "program selection" feature creates a list of functions you select during your work session. You can keep several functions open as you work to create a "multi-tasking" environment. The "program selection" feature allows you to: Select new functions that are added to your list of open functions Return to functions you already used during your current work session SunGard Public Sector defines functions that arrive with the software application. Your organization can also define custom functions. You use these functions during work sessions to perform software tasks. By creating a list of functions for your work session, you can move easily from one function to another. You do not have to select or type the function you want to work with. You just select the function from your list. When you finish work with each function, you can add it to your function list for use later in your work session. Once you add a function to your list, you can easily return to it by selecting it with the "program selection" feature. To select a function, you can: Type the function you want to work with Choose the function from the list of functions already used during your work session Choose the function from a list When you type the function you want to work with, you specify the software application and the function. You can type the software application or select it. You can type all or part of the function name. If you type the entire function name, the system retrieves the function you want to work with. If you type a partial function name, the system retrieves the function or displays a list of functions starting with the letters you typed. You can select the function you want from this list. If the function you want is not on your list of previously used functions or you do not know the exact function name, you can select it. First, you specify the software application to which the function belongs. When you use the Prompt function, the system displays a list of functions for the software application you specified. You can select the function from this list. Example: You want to print an Actual Costs Report in the Fleet Management (FM) software application. You click Shortcut or press Escape or Attention to display the Program Selection window. You type FM in the Application field. The cursor automatically moves to the Function field. You use the Prompt function. The software application displays a list of all available FM functions. You select Actual Costs Report from the list, and the software application retrieves the function for you to work with.
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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.
Starting Menu Driver (Select only)

You can access Menu Driver using one of three commands or the user initial program. Commands HTEMNU HT *SELECT Use this command to begin working with Menu Driver and go directly to other applications and menus. The *USER parameter determines which menu displays when you use this command. HTEMNU XX *SELECT Replace "XX" in the above command with the two-letter application designator to display the selection of menus for that application. For example, if you want to display Payroll/Personnel menus, you type HTEMNU PR *SELECT, since PR is the two-letter code for Payroll/Personnel. HTEMNU XX *FIRST Replace "XX" in the above command with the two-letter application designator of the application you want to display the main menu for. For example, if you want to display the main menu for Customer Information System, you type HTEMNU CX *FIRST, since CX is the application designator for Customer Information System. User initial program The user initial program is a SunGard Public Sector program that is embedded within the System i5 user profile. You use this program to set up the menu that displays for each user when the user signs on to the System i5. This allows the user to access Menu Driver without typing any commands. You set up the initial application and the initial menu when you set up user information within SunGard Public Sector software. You can select any SunGard Public Sector application or menu.
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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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Menu Driver Components

The four components of Menu Driver are: Applications Menus Functions Subfunctions
The HTEGPL application

Menu Driver uses an application called HTEGPL to control basic functions such as: Menus and functions Function keys The "program selection" feature You also use HTEGPL to control the use of menu screens and access to the command line. Menu Driver is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications.
Signing on to the system

Follow these steps to sign on to the System i5 for this training session. 1. In the User field on the Sign On screen, type QSTUxx, where "xx" is your student number. Note: Your Application Specialist will tell you your student number. Example: QSTU18 2. In the Password field, type QSTUxx again. 3. Click OK or press Enter.
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
Menu Driver Code FP FR FS FA FM GF GM
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.
Determining the function you are working with

Follow these steps to determine the function you are currently working with. Note: You should be a system administrator to do this procedure. 1. Write down the code that displays on the View menu. Note: If you are using SunGard Public Sector's Select environment, write down the code that displays in the upper left corner of your System i5 session. Note: You need to write down only the two-letter application code and the next three numbers that display. Example: BP101IU0 displays. You need to write down only BP101. 2. Select Exit until you return to the main menu or the Menu/Security Functions screen. 3. On the Menu/Security Functions Menu, select Applications. 4. On the Work with Applications screen, use the Functions option for the application represented by the two-letter application code you wrote down. 5. Use the Switch type function. 6. On the Work with HTE Application Functions screen, use the Subset function. 7. In the Executes field, type the code you wrote down in step 1. 8. Click OK or press Enter. Result: The name of the function you are working with displays.
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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.
Selecting functions to work with

Follow these steps to select a function to work with from the Shortcut menu. 1. Click Shortcut. Note: If you are using SunGard Public Sectors Select environment, press Attention or Escape. Result: The software application puts your current function on hold and displays the Program Selection window. 2. Is the function you want to work with listed in the Function column of this screen? If yes: Select the function you want to work with. Then proceed to step 6. If no: In the Application field, type the application you want to work with. 3. In the Function field, type the function you want to work with. Example: You want to work with the calendars in the HT application. Type HT in the Application field. Then type cal in the Function field. When you click OK or press Enter, the software application displays the Calendar function. However, if you type only c, the software application displays a list of HT functions starting with the letter "C." 4. Click OK or press Enter. 5. Does the software application display the function you want to work with or a list of functions? If the function you want to work with displays: Proceed to step 6. If a list of functions displays: Use the Select option for the function you want to work with. 6. When you finish working with the selected function, what do you want to do? To return to the function you were last working with: Select Exit. To return to a function you worked with previously: Click Shortcut or press Escape or Attention. Use the Select option for the function you want to work with from the list on the Program Selection window. To select another function to work with: Repeat steps 1-6.
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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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Role of the System Administrator
Role of the System Administrator Overview of software security

This topic contains information about: Levels of security Security officer (QSECOFR) QHTE System administrator Application administrator Application users Levels of security Software security should be the responsibility of a select few within your organization. Those who set up software security need the authority to work with the following functions: Application security - Authority to work with the "application security" features allows you to: o o o o Set up functions and subfunctions for the software application Set up menus and menu options Create and authorize user groups and individual users to functions and subfunctions Create and authorize user groups and individual users to menus and menu options
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
Role of the System Administrator Security officer (QSECOFR)
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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
Menu/Security Functions Yes No No Yes Yes Yes Yes *SECOFR
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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Overview of system administrator and application administrator responsibilities

System administrator 1. Set up user groups for the HT (HTEGPL) application. 2. Create administrative groups for applications. Note: When you create the administrative groups for an application, you should indicate all functions, all menus, and all subfunctions for the specific application. 3. Add users to the system and add users to one or more HT groups. 4. Add users to the appropriate applications. 5. Turn over detailed application group administration to application administrator. Application administrator 1. Create additional user groups for the application he or she is responsible for. 2. Assign users to application user groups.
Functions and subfunctions for HTEGPL application users

You should make the following functions and subfunctions available to application users. Follow the steps in Setting up the HTEGPL user group for application users. Function Application selection Subfunction 1=Select 5=Display F12=Cancel Change user password Function selection None 1=Select 5=Display F12=Cancel F17=Subset Menu processor F3=Exit F5=Refresh
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Menu Driver Function Subfunction
F6=Display messages F14=Work with submitted jobs F15=Calendar F18=Work with output Program selection 1=Select F4=Prompt F12=Cancel
Setting up the HT Basic user group for application users

SunGard Public Sectors general purpose application, HTEGPL, allows all users in your organization access to the SunGard Public Sector Main Menu and SunGard Public Sector application menus. However, it does not allow users access to security functions. These functions are reserved for the security officers and system administrators. Note: The HT Basic user group does not include command line authority. Follow these steps to set up the HT Basic user group and give all users in your organization access to the SunGard Public Sector Application Menu. Note: You should be a system administrator to perform this procedure. You must activate SunGard Public Sector's menu system before you perform this procedure. 1. Sign on to the system as QSECOFR. 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.
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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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Menu Driver 13. Use the Authorize option for Application selection.
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.
Functions and subfunctions for the application administrator group in HTEGPL

In addition to the functions for application users, you should make the following functions and subfunctions available to application administrators. Follow the steps in Setting up an HTEGPL application administrator user group. Function Menu selection Subfunction 1=Select 5=Display F12=Cancel F17=Subset Specific user groups 1=Create 2=Change 5=Display 7=Users 9=Functions 10=Menus F3=Exit F5=Refresh Specific users 5=Display 7=User groups
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Menu Driver Function Subfunction
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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Setting up an HT application administrator user group

Follow these steps to set up an application administrator. Note: You should be a system administrator to perform this procedure. You must activate SunGard Public Sector's menu system (NaviLine only) and SunGard Public Sector's menu system (Select only) before you perform this procedure. 1. Sign on to the system as QSECOFR. 24 SunGard Public Sector
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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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Menu Driver 9=Functions 10=Menus 21. Click OK or press Enter.
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.
Setting up application administrator user groups

Follow these steps to set up application administrator user groups for an application. 1. Sign on to the system as QSECOFR. 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 to access the Menu/Security Functions Menu. Then click OK or press Enter. HTEMNU HT *SELECT 3. Click Add. Note: If you are using SunGard Public Sector's Select environment, use the Create option. 4. Type a name you want to use to identify the group in the blank Description field. Note: SunGard Public Sector recommends that you start the name of the user group with the application code. For example, if you are setting up a user group for Building Permits, start the name of the user group with "BP." That way all user groups for an application display together. 5. Indicate whether you want to give the users in this user group authority to all applications. Note: SunGard Public Sector recommends that you indicate No. Application administrators should determine who has access to specific applications. 6. Indicate whether you want to give the users in this user group authority to all functions. Note: If you indicate No, you must specify the functions you want the user group to have authority to. 7. Indicate whether you want to give the users in this user group authority to all menus. Note: If you indicate No, you must specify the menus you want the user group to have authority to.
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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.
Adding users to the System i5

When you set up user authority, the system administrator is the only person who should have authority to all applications, all functions, all menus, and all subfunctions. Note: The system administrator adds users to applications, and the application administrator assigns the users to application user groups. Follow these steps to set up a user in SunGard Public Sectors menu system. 1. Sign on to the system as QSECOFR. 2. On the Menu/Security Functions Menu, select Users. 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. Select the blank User ID field. 4. Type the ID for the user you are setting up in the User ID field. 5. Type the users name in the Description field. Tip: You should use the same format for all users you set up. (Last name then first name or first name then last name and so forth.) SunGard Public Sector 31
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.
Menu Driver
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?
3. Should application users have unlimited access to HTEGPL?
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Role of the Application Administrator

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 set up the user in the appropriate SunGard Public Sector application. 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.
Overview of users and user groups

Menu Driver user profiles combine System i5 user profile information with SunGard Public Sector user information. The System i5 user profile information is created automatically by the User Maintenance program. Note: The system administrator sets up users in the system. Application administrators should check with the system administrator for the list of users for their applications. User groups are categories of related personnel who work with the system. For example, the members of a department can be assigned to a user group indicated by the department name. A user group can be authorized to certain programs or functions within the system, and one user can be authorized to more than one user group. You should limit the number of applications that you authorize a group to, and you should not create a group that has authority to all applications. System administrators should be the only group authorized to all applications.
Setting up application user groups

Follow these steps to set up user groups for an application. Note: If you are a system administrator and you want to set up user groups for multiple applications, proceed to Setting up application administrator user groups. 1. On the File Maintenance Menu, select Application security - Groups. 2. Type a name you want to use to identify the group in the blank Description field. Note: SunGard Public Sector recommends that you start the name of the user group with the application code. For example, if you are setting up a user group for Building Permits, start the name of the user group with "BP." That way all user groups for an application display together. 3. Use the Create option for the Description field you just used.
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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.
Changing the list of users assigned to a user group

1. On the File Maintenance Menu, select Application security - Groups. 2. Use the Users option for the user group you want to work with. 3. Use the Enable/disable option for the users you want to add or remove from this user group. 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. 4. Click OK or press Enter. 5. Select Exit.
Changing user group authority to application functions and subfunctions

1. On the File Maintenance Menu, select Application security - Groups. 2. Use the Functions option for the user groups you want to work with. 3. Do you want to change user group authority to functions or subfunctions? For functions: Use the Enable/disable option for the functions you want to change authority to. Proceed to step 5. 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. For subfunctions: Use the Subfunctions option for the functions you want to work with subfunction authority for and proceed to step 4. Note: If a function has subfunctions associated with it, "YES" displays in the Subfunctions column. SunGard Public Sector 37
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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.
Removing user authority from a software application

1. On the File Maintenance Menu, select Application security - Users. 2. Use the Remove user from application option for the users whose authority you want to remove from the software application. 3. Are you sure you want to remove application authority for the users that display? If yes: Click OK or press Enter. If no: Select Cancel. Clear any fields you previously indicated to delete. 4. 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
Customizing Menus
Menu Driver
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.
Copying a menu to substitute a main menu

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 work with. 4. Use the Copy system menu function. 5. Use the Select option for the main menu you want to copy. 6. In the Menu description field, type the name of the menu you are adding. 7. In the Main menu for application field, indicate Yes. 8. Make any necessary changes to the information that displays in the other fields. 9. Click OK or press Enter. 10. Use the Enable/disable option for the user groups whose authority you want to reverse. Result: The software application changes the user group authority to the selected menu and displays the new status of the user groups you reversed authority for. 11. Click OK or press Enter. 12. Use the Enable/disable option for the users whose authority you want to reverse. Result: The software application changes the user authority to the selected menu and displays the new status of the users you reversed authority for. 13. Click OK or press Enter. 14. Select Exit.
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Customizing Menus
Changing menu information

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 whose menus you want to change. 4. Use the Change option for the menus you want to work with. 5. Change the appropriate fields. 6. Click OK or press Enter. 7. Select Exit.
Adding menu options

Note: When you add a menu option to a menu, you select a function or menu. Therefore, you must have already set up the function or menu you want to add as a menu option. 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 Menu options option for the menu you want to work with. 5. Use the Add function. 6. Do you want to add a function or menu as an option on this menu? To add a function: In the Function field, type the function you want to add. To add a menu: In the Menu field, type the menu you want to add.
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Customizing Menus 7. Where do you want the option to appear on the menu? If last: Proceed to step 8.
Menu Driver
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.
Adding functions and function security

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 Functions option for the application you want to add functions to. 4. Use the Add function. 5. In the Function description field, type a description of the function you want to add. 6. In the Function allowed on menus field, indicate whether you want the function to display on menus. 7. In the Allow public to use field, indicate whether you want to allow all users to use this function. Warning: SunGard Public Sector recommends that you do not allow all users authority to a function unless you are certain that every user needs access to it. 8. In the Function type field, indicate the type of function you want to add. 9. Click OK or press Enter. Result: The software application displays additional fields based on the function type you entered. 10. Complete the additional fields for the function type. 11. Click OK or press Enter. 12. Use the Enable/disable option for the user groups whose authority you want to reverse. 13. Click OK or press Enter. 14. Use the Enable/disable option for the users whose authority you want to reverse. 15. Click OK or press Enter.
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Customizing Menus 16. Does the Work with User Application Subfunctions screen display?
Menu Driver
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
Lets review Customizing Menus. 1. Who should customize menus?
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Customizing Menus
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Appendix A Lesson Review Answers

1. No. When you select a new function, the previous function is added to your list of open functions.

1. The four components of Menu Driver are: Applications Menus Functions Subfunctions 2. The HTEGPL application is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications.

1. QSECOFR and QHTE are the two user profiles that are already set up on the system. 2. The system administrator should control security across all SunGard Public Sector applications. 3. No. Application users should have limited access to HTEGPL and menu and security maintenance functions.

1. Yes, a user can be authorized to more than one user group. 2. System administrators are the only group that should be authorized to all applications.
Customizing Menus
1. Only system administrators should customize menus.
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Appendix B Test Environments
Appendix B Test Environments Overview of test environments

A test environment is a series of duplicated data and program libraries. You cannot share files or programs between production and test environments. A test environment is usually set up to test two different releases of software or release updates for an existing release. The test environment requires a separate configuration for both the NaviLine server and the System i5 monitor. The NaviLine test server may be configured on the same server or on a separate server that is included in the network. The NaviLine test monitor and libraries may reside on the same System i5 with the production environment but have different monitor configurations and different library names. Considerations Disk space - Test libraries take up as much disk space as the production libraries. Plan on using double the amount of disk space currently being used for production before creating the test libraries. Support for test environments - Since SunGard Public Sector does not consider a test environment required for installing software, there are additional charges associated with setting up and supporting this environment. SunGard Public Sector provides the programs and documentation needed to use a test environment with the SunGard Public Sector application software. Additional support or setup assistance is billable through the System i5 Technical Support Group. Refresh of test environment libraries - SunGard Public Sector does not provide a program to copy data from production libraries to test libraries. If you want a data refresh, the libraries must be deleted and then restored from a recent backup. User profiles - The user profiles set up in production at the time of the data restore are used. Any changes or additions to user profiles in the production environment must also be added or changed in the test environment. Loading software to the test environment - If you load SunGard Public Sector software using Implementer-Receiver, each application that is included in the test environment, including the HT application, must be set up as a test environment within ImplementerReceiver. The NaviLine test server must be updated at the same time the System i5 software is updated. For instructions about setting up the test environment within Implementer-Receiver, please contact Distribution Services.
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Setting up System i5 test environment libraries (NaviLine only)

Note: In the following commands, replace XX in TAPXX with the name of your tape drive. Saving libraries 1. Sign on to the system as QSECOFR. 2. On the command line type SBMJOB. 3. Press F4. 4. In the Command to run field, type the following to save the libraries: SAVLIB LIB(HTEUSRJ HTEMODJ HTEPTFJ HTEDTA HTEPGM HTESRC) DEV(TAPxx) UPDHST(*NO) PRECHK(*YES) ACCPTH(*YES) OUTPUT(*PRINT) 5. In the Job name field, type SAVLIB. 6. Press Enter. Note: You must use the Save Library Listing Report to verify all of the objects have been saved before you proceed. If something has not been saved off, you must research and correct the issue. Restoring libraries The test libraries must be named as follows: HTEUSRJT HTEPGMT HTEMODJT HTESRCT HTEPTFJT INNOTEST HTEDTAT Note: In the following commands, replace XX in TAPXX with the name of your tape drive. To submit the job, type SBMJOB. Press F4, then type the commands listed. 1. Sign on to the system as QSECOFR. 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.
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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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Setting up System i5 test environment libraries (Select only)

Note: In the following commands, replace XX in TAPXX with the name of your tape drive. Saving libraries 1. Sign on to the system as QSECOFR. 2. On the command line type SBMJOB. 3. Press F4. 4. In the Command to run field, type the following to save the libraries: SAVLIB LIB(HTSUSR HTSMOD HTSPTF HTEUSRJ HTEMODJ HTEPTFJ HTSDTA HTSPGM HTEDTA HTEPGM HTSSRC HTESRC) DEV(TAPxx) UPDHST(*NO) PRECHK(*YES) ACCPTH(*YES) OUTPUT(*PRINT) 5. In the Job name field, type SAVLIB. 6. Press Enter. Note: You must use the Save Library Listing Report to verify all of the objects have been saved before you proceed. If something has not been saved off, you must research and correct the issue. Restoring libraries To create the test environment, you need to restore all of the necessary libraries to the same name with the letter 'T' on the end. The required libraries are as follows: HTSUSRT HTSMODT HTSPTFT HTEUSRJT HTEMODJT HTEPTFJT HTSPGMT HTSDTAT HTEDTAT HTEPGMT HTSSRCT HTESRCT Note: The following restores are done one at a time. You can run the restores only one at a time because the tape drive can be used by only one job at a time. Your job will fail if you attempt to allocate the device while it is in use. You will receive one Restore Object Listing Report for each library you restore. Use this report to verify that all the objects have been restored. If a library was not restored, you must correct the issue before you proceed. Note: In the following commands, replace XX in TAPXX with the name of your tape drive. To submit the job, type SBMJOB. Press F4, and then type the commands listed. 54 SunGard Public Sector
Menu Driver 1. Sign on to the system as QSECOFR.
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.
Creating test users

Now that the environment is all set up, the next step is to create the TEST user profiles. You should create a primary profile and application profiles. Keep in mind the following items: The primary profile (TESTUSER) is used to maintain the security in the test environment using menu driver. The application profiles (GMTEST, CRTEST, CXTEST, etc) are used by your end users to test the different applications.
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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

There are several ways you can get information from SunGard Public Sector, including: Customer support line Documentation from MyNaviLine Continuing education
Customer support line

Our customer service line is available 24 hours a day, with trained application specialists standing by to respond to customer calls. When an issue cannot be resolved over the telephone, SunGard Public Sector offers remote dial-up capability, which enables our application specialists to communicate directly with your system to resolve issues quickly. For SunGard Public Sector customer support, dial 1-800-695-6915. An automated attendant will answer. If you know your selection, you may dial it at any time. Note: Calls may be monitored to ensure SunGard Public Sector's quality standards are met.
Documentation from MyNaviLine

The most recent copies of SunGard Public Sectors user documentation are available free of charge on SunGard Public Sector's customer web site, MyNaviLine. The types of documentation available on MyNaviLine include: What's New documents - The What's New documents contain a list of enhancements for a particular release. Year end documentation - The year end documentation includes an installation guide for downloading and installing the Year End (YE) application as well as instructions for creating W2s and 1099s and other year-end processes. Training manuals - Each training manual is a printable manual intended for training new users or refreshing an experienced user's application skills. Online user guide - The online user guide is SunGard Public Sector's recommended reference guide and the first point of reference for application questions. You can view it using most Internet browsers, but SunGard Public Sector recommends you use Microsoft's Internet Explorer. To begin using the help, navigate to the location where you installed the help and click "Start.htm." Additional documentation - MyNaviLine contains many additional documents that cover common problem areas or frequently asked questions.
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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.
Menu Driver
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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Glossary iSeries Access for the Web
Menu Driver
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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Glossary
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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
setting up System i5 test libraries, 52, 54 test users, 56 training overview, 1 U
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
69

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Menu Driver Training Manual

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Introductory Materials Training overview

SunGard Public Sector

Start using SunGard Public Sector's online help

SunGard Public Sector

SunGard Public Sector

SunGard Public Sector

Overview of Menu Driver

Overview of Menu Driver

SunGard Public Sector

Overview of Menu Driver

Overview of program selection

SunGard Public Sector

Overview of Menu Driver

Starting Menu Driver (Select only)

SunGard Public Sector

Overview of Menu Driver

SunGard Public Sector

Menu Driver Components

Menu Driver Components

The HTEGPL application

Signing on to the system

SunGard Public Sector

Menu Driver Code FP FR FS FA FM GF GM

SunGard Public Sector

Menu Driver Components

Determining the function you are working with

SunGard Public Sector

Menu Driver Components

Selecting functions to work with

SunGard Public Sector

Menu Driver Components

SunGard Public Sector

Menu Driver Components

SunGard Public Sector

Role of the System Administrator

Role of the System Administrator Overview of software security

Role of the System Administrator Security officer (QSECOFR)

SunGard Public Sector

Role of the System Administrator

Menu/Security Functions Yes No No Yes Yes Yes Yes *SECOFR

SunGard Public Sector

Role of the System Administrator

Overview of system administrator and application administrator responsibilities

Functions and subfunctions for HTEGPL application users

SunGard Public Sector

Menu Driver Function Subfunction

Role of the System Administrator

Setting up the HT Basic user group for application users

SunGard Public Sector

SunGard Public Sector

Role of the System Administrator

SunGard Public Sector

Role of the System Administrator

Functions and subfunctions for the application administrator group in HTEGPL

SunGard Public Sector

Menu Driver Function Subfunction

Role of the System Administrator

SunGard Public Sector

Setting up an HT application administrator user group

Role of the System Administrator

SunGard Public Sector