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Administration Module - Updated!

March 25, 2019 by Caitlin O'Donnell

Several Administration (AD) programs have been updated in VB.NET providing ease of use, new functionality and greater flexibility.   In this Newsbreak, we’ll breakdown the Administration programs that have been added to .NET and highlight the revised usage for the following programs. Please click the links below to quickly jump to that section of the Newsbreak.

We’ll also update you on the new Administration Portal!

 

These Administration programs are fully documented in our new .NET Help file which is scheduled for release by Summer 2019. 

Users and Groups

Managing users and groups is more streamlined and easier to use in VB.NET.  Since menu permissions are unique to each group, the ability to add and modify groups has now been moved from Users (AD1) to Groups and Menu Permissions (AD2).  Filter tabs and a Change Log have been added to both AD programs to allow an administrator to quickly see a user’s profile, group associations and changes made.  Additionally, a .NET only Administration Portal displays information related to users and their activity in one handy location.

[Click images to view larger versions.]

Add/Modify Users (AD1)

AD1.NET is now dedicated to just user maintenance. The All and Selected filter tabs change the Groups list to display either all groups in Chempax or only the groups selected for the user.

AD1

Use AD1 for the following administrative tasks:

  • Add a new Chempax user
    In New mode, enter a unique User ID, full name, any special roles, and type of email. If using SMTP, SMTP Settings should also be entered to match the external email credentials. 
  • Assign a user to a group
  1. Groups section, click All filter tab to view all groups.
  2. Click the checkbox next to each group to which the user will be assigned so that a checkmark shows.
  3. Click the Selected filter tab to view just the groups that are selected for this user.
  • Change a user status to Inactive
    In Update mode of Detail View (Primary Information section) or Datasheet, click the Inactive checkbox.  Datasheet view is especially helpful if multiple users are being updated at the same time.
  • changlelog2Clear SMTP password/update email settings
    If a User’s external email credentials or mail server changes, update the appropriate fields for each user in the SMTP Settings section.
  • Clear a user’s Chempax password
    Use the new Clear Password button.
  • View all changes made to the user
    AD1_changelogClick the Change Log button.  If it is grey, then no changes have been made.
  • Update User’s ID due to a name change
  1. Search for User’s ID in the search control.
  2. AD1_aClick Copy.
  3. Change the User ID and Full Name to the new name.
  4. Finish to save.
  5. Open the original User ID and make the status inactive.

Add/Modify Groups and Permissions (AD2)

AD2.NET has been revamped to combine group information and menu permissions in one program. As with AD1, filter tabs have been added to display users and menu permissions in different views and a Change Log is available.  A new Quick Assign feature lets an administrator select all programs in an entire module with one click rather than having to individually click every program to add or remove from the group. AD2v2

Use AD2 for the following administrative tasks: 

  • Add a new user group into Chempax
  1. In New mode, enter a unique Group name and Description in the Primary Information section.
  2. In the Users section, click the All filter tab and click the checkbox next to each user that will be associated with the new group. Use the In Group filter tab to confirm the users assigned to the group.
  3. AD2_quickassignIn the Menu Permissions section, click the All filter tab and then click the checkbox next to each module option in the Allow Access column that will be associated to the group or use the Quick Assign feature to assign or remove programs from an entire module.
  • Modify the menu permissions and/or users associated with the group
    In Update mode, select the All filter tab in the Users and Menu Permissions sections and click a checked checkbox to remove the user or menu permission or click an unchecked checkbox to add a user or menu permission.
  • Make an existing group inactive
    In Update mode, select the In Group tab in the Users section and click each checkbox to remove every user from the group.AD1_changelog
  • View all changes made to the group
    Click the Change Log button.  If it is grey, then no changes have been made.
Key Features Defined:
  1. Filter tabs in Menu Permissions section allow an administrator to quickly glance at only the information that is needed
    • Accessible – lists only the module options that have been selected for the group
    • Not Accessible- lists only the module options that have not been selected for the group
    • All - lists all Chempax module options
    • ChempaxVB.NET- lists all options that are only available in .NET and not Legacy

    In each of these filtered views, a module option can be added or removed from the group by clicking on the corresponding Allow Access checkbox.  As with all other .NET grids, the Menu Permissions grid can be further filtered and sorted by module, option, description, type and access.

  2. Privileges can be set for File Maintenance (FM) programs in which a level of access can be indicated. The four levels are full access (default), add/update only, update only and inquiry only.
FMv2

Administration Portal

The Administrative Portal was added to provide easier access to user and audit trail information and is a .NET feature only. 

AdminPortal_adminTo use this tool, click the Administration Portal button to open.  (Note: If this button does not display, check that permissions have been granted in AD2 for the appropriate user groups and the Portal has been added to the Navigation Pane Options window along with the other Portals.)

In the upper grid, click the desired user and then select one of the following six tabs in the lower grid:

        • Groups – lists all groups that are associated with the selected user.
        • Menu Permissions – lists all menu options that are accessible to the selected user.
        • Report Requests – lists all reports the selected user has run.
        • Email Requests – lists all emails the selected user has sent in Chempax.
        • Activity Log - lists all Chempax activity with the selected user's start time and end time.
        • Message Log – lists all Chempax messages that displayed for the selected user.

AdminPortal_aThe Groups and Menu Permissions grids replace the AD3 Users/Groups inquiry program in Legacy and also provide additional information.  Menu Permissions has a third grid that lists all of the groups which provide  access to the selected menu option for the user.AdminPortal_b

AdminPortal_cAs with all other .NET grids, each of the grids on the six tabs can be sorted, filtered and exported.  The Administration portal also includes the Add New button which directly opens AD1 in New mode and the View Details button which opens AD1 for the selected user.

The updates made in AD1, AD2 and the Administration Portal in .NET make it easier to manage users and groups as well as keep tabs on user activity.

Custom Report Permissions (AD9)

This program, now called Custom Object Permissions in .NET, has been much improved:

        • Filter tabs have been added to quickly filter the list for reports, forms, queries and all custom objects.
        • A search control has been added to allow a user to select a group name rather than having to manually enter which eliminates the chance of typos.
        • Added the Change Log feature. 

To add permissions to a custom object, select the appropriate filter tab (Reports, Forms, Queries or All), find the custom object, and then simply click the corresponding Add Group search control and select the group or groups that should have access to the object.  Each selected group will appear in the Groups with Access column. AD9v2

A group can easily be removed by clicking on the Remove Group drop-down button and then selecting the desired group.AD9_aAD2_changelog

If a custom object has been changed, the Change Log button will be available and show all of the changes made to the custom object. 

Email Events (AD12)

Email Events are much easier to format and manage in VB.NET using the Datasheet, new Insert feature and change logging.

Improvements include:

        • Not available in Legacy, Datasheet lists only the email events that have been enabled or modified and their details providing information at a glance. As with all other .NET grids, the Email Events Datasheet can be sorted and filtered.
        • Search control feature displays the Enabled status of an email event along with all events that contain the entered word resulting in enhanced search capability.
        • The Field ID has been replaced with a more streamlined method to customize emails.  Simply right-click in the text area and select either Insert Character or Insert Field.
        • The Change Log button has been added to provide information such as when an email event was added and modified as well as what fields were changed.AD12

Attachment Types (AD15)

AD15AD15 provides the ability to create a custom table of attachment types that are used when manually attaching a document or configuring auto attachments (AD34).  In VB.NET, change log information has been added as well as a much easier process to add or delete records. 

Use AD15 for the following tasks:

        • Add a new file type - In the last row marked by ‘*’, enter the File Type and Sort Order (99).
        • Delete a file type - Click the file type to highlight the row and then hit the Delete key on the keyboard.
        • View when the file type was changed - Click the modified File Type and then Change Log button.

 

File Attachments (AD16)

File attachments have been reformatted into a .NET grid with sort and filtering functionality.  The Find Missing Files, View, and Email buttons make access to the attachments much easier and quicker.  Use the .NET Find/Replace function to change path names if attachments are moved to another location.AD16

Customize Menus (AD25)

Customize Menus has been reformatted into a .NET grid with clearer headings and new fields to show when a menu item was added and modified and by whom.  The Report, Query, and Form buttons allow a user to add these custom objects beyond the five-item maximum in Legacy. AD25v2

Configure Auto Attachments (AD34)

AD34 allows a user to configure attachments so Chempax can automatically locate the correct document.  Building the path name is more streamlined in .NET with the Insert Field option.  Simply right-click in Path and select the Insert Field option to include the field name as part of the path.  Change logging has also been added thru the Change Log button.AD34

 

We hope you find these Administration programs much easier to use in .NET than the Legacy counterpart.  If you have any questions on how to use these programs or using Chempax.NET in general, please contact us.

Topics: Enhancements, Administration, Datacor ERP, Datacor ERP VB


Written by Caitlin O'Donnell

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