Menu Driver 5.0 Select Training Manual

Menu Driver

Select Training Manual

SunGard HTE Inc.

SunGard HTE Inc.

1000 Business Center Drive

Lake Mary, Florida 32746

Phone: (800) 695-6915

Fax: (407) 304-1005

Homepage: http://www.sungard.com/hte

© 2006 SunGard HTE Inc.

This document is covered by copyright. All rights reserved. SunGard HTE grants permission to the SunGard HTE Menu Driver 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 HTE for internal use only. It may not be reproduced in any other form 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 HTE. SunGard HTE reserves the right to modify or revise all or part of this document without notice.

Printed in the U.S.A.

http://www.sungard.com/hte

SunGard HTE Inc. i

Table Of Contents

LESSON 1 INTRODUCTORY MATERIALS............................................................... 1-1 TRAINING OVERVIEW............................................................................................................. 1-1

Objectives ...................................................................................................................... 1-1

Who should attend? ....................................................................................................... 1-1

What should you bring?................................................................................................. 1-1

AGENDA ................................................................................................................................ 1-2

GUI VS. GREEN SCREEN ......................................................................................................... 1-3

START USING SUNGARD HTE'S ONLINE HELP........................................................................ 1-5

What is online help? ...................................................................................................... 1-5

How do I use the online help? ....................................................................................... 1-5

Benefits of online help................................................................................................... 1-6

LESSON 2 OVERVIEW OF MENU DRIVER .............................................................. 2-1 OVERVIEW OF MENU DRIVER ................................................................................................ 2-1

OVERVIEW OF PROGRAM SELECTION...................................................................................... 2-1

STARTING MENU DRIVER ...................................................................................................... 2-3

Commands..................................................................................................................... 2-3

User initial program....................................................................................................... 2-3

LESSON REVIEW .................................................................................................................... 2-4

LESSON 3 MENU DRIVER COMPONENTS............................................................... 3-1

THE HTEGPL APPLICATION .................................................................................................. 3-1

SIGNING ON TO THE SYSTEM .................................................................................................. 3-1

ADDING APPLICATION CODES TO ACTIVATE THE MENU SYSTEM ............................................ 3-1

APPLICATION CODES.............................................................................................................. 3-3

OVERVIEW OF MENUS ............................................................................................................ 3-4

OVERVIEW OF FUNCTIONS ..................................................................................................... 3-4

DETERMINING THE FUNCTION YOU ARE WORKING WITH ........................................................ 3-4

OVERVIEW OF SUBFUNCTIONS ............................................................................................... 3-5

SELECTING FUNCTIONS TO WORK WITH.................................................................................. 3-5

LESSON REVIEW .................................................................................................................... 3-6

ii SunGard HTE Inc.

LESSON 4 ROLE OF THE SYSTEM ADMINISTRATOR......................................... 4-1 OVERVIEW OF SOFTWARE SECURITY...................................................................................... 4-1

Levels of security .......................................................................................................... 4-1

Security officer (QSECOFR) ........................................................................................ 4-2

QHTE ............................................................................................................................ 4-2

System administrator ..................................................................................................... 4-2

Application administrator .............................................................................................. 4-3

Application users ........................................................................................................... 4-3

OVERVIEW OF SYSTEM ADMINISTRATOR AND APPLICATION ADMINISTRATOR RESPONSIBILITIES................................................................................................................... 4-4

System administrator ..................................................................................................... 4-4

Application administrator .............................................................................................. 4-4

FUNCTIONS AND SUBFUNCTIONS FOR HTEGPL APPLICATION USERS .................................... 4-4

SETTING UP THE HTEGPL USER GROUP FOR APPLICATION USERS ......................................... 4-5

FUNCTIONS AND SUBFUNCTIONS FOR THE APPLICATION ADMINISTRATOR GROUP IN HTEGPL............................................................................................................................... 4-7

SETTING UP AN HTEGPL APPLICATION ADMINISTRATOR USER GROUP ............................... 4-10

SETTING UP APPLICATION ADMINISTRATOR USER GROUPS ................................................... 4-14

ADDING USERS TO THE SYSTEM I5 ....................................................................................... 4-16

LESSON REVIEW .................................................................................................................. 4-18

LESSON 5 ROLE OF THE APPLICATION ADMINISTRATOR ............................. 5-1 OVERVIEW OF USERS AND USER GROUPS................................................................................ 5-1

SETTING UP APPLICATION USER GROUPS ................................................................................ 5-1

CHANGING THE LIST OF USERS ASSIGNED TO A USER GROUP .................................................. 5-3

CHANGING USER GROUP AUTHORITY TO APPLICATION FUNCTIONS AND SUBFUNCTIONS........ 5-3

REMOVING USER AUTHORITY FROM A SOFTWARE APPLICATION ............................................ 5-4

LESSON REVIEW .................................................................................................................... 5-5

LESSON 6 CUSTOMIZING MENUS............................................................................. 6-1 ADDING MENUS ..................................................................................................................... 6-1

COPYING A MENU TO SUBSTITUTE A MAIN MENU ................................................................... 6-2

CHANGING MENU INFORMATION............................................................................................ 6-3

ADDING MENU OPTIONS ......................................................................................................... 6-3

ADDING FUNCTIONS AND FUNCTION SECURITY...................................................................... 6-5

SunGard HTE Inc. iii

CHECKLIST FOR INCLUDING YOUR OLD CUSTOM OPTIONS PROGRAM IN MENU DRIVER ......... 6-6

LESSON REVIEW .................................................................................................................... 6-7

APPENDIX A LESSON REVIEW ANSWERS .................................................................. A-1 LESSON 2 OVERVIEW OF MENU DRIVER............................................................................... A-1

LESSON 3 MENU DRIVER COMPONENTS ............................................................................... A-1

LESSON 4 ROLE OF THE SYSTEM ADMINISTRATOR ............................................................... A-1

LESSON 5 ROLE OF THE APPLICATION ADMINISTRATOR....................................................... A-1

LESSON 6 CUSTOMIZING MENUS .......................................................................................... A-1

APPENDIX B TEST ENVIRONMENTS .............................................................................B-1 OVERVIEW OF TEST ENVIRONMENTS......................................................................................B-1

Implementing your test environment menu...................................................................B-1

Additional considerations..............................................................................................B-1

CREATING TEST LIBRARIES ....................................................................................................B-2

ACCESSING THE TEST ENVIRONMENT.....................................................................................B-4

CREATING A USER PROFILE IN THE TEST ENVIRONMENT.........................................................B-5

APPENDIX C CONTACTING SUNGARD HTE............................................................... C-1 CUSTOMER SUPPORT LINE......................................................................................................C-1

DOCUMENTATION FROM MYHTE..........................................................................................C-1

CONTINUING EDUCATION.......................................................................................................C-2

FAX SUPPORT SYSTEM...........................................................................................................C-2

GLOSSARY ........................................................................................................................ G-1

INDEX ..........................................................................................................................I-1

iv SunGard HTE Inc.

Menu Driver Introductory Materials

SunGard HTE Inc. 1-1

Lesson 1 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 HTE training classes. SunGard HTE 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 HTE 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 HTE software.

Objectives By the end of the training sessions, you will be able to:

• Add menus, functions, and subfunctions • Add users to the SunGard HTE 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 HTE 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 HTE recommends that you also bring the following items to each training session:

• This training manual • Materials for taking notes

Introductory Materials Menu Driver

1-2 SunGard HTE Inc.

Agenda 1. Overview of Menu Driver

• "Program selection" feature • Starting Menu Driver

2. Menu Driver components

• HTEGPL application • Adding application codes • 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


GUI vs. green screen The best way to demonstrate the difference between a graphical user interface (GUI) screen and SunGard HTE’s text-based screen (green-screen) is to compare them side by side. Figure 1 is a green-screen representation of the Budgeting Level Selection screen. In green-screens, options display with a number. In order to perform an action, you must type the number next to the record and press Enter. To perform a function, you must press the appropriate function key on your keyboard.

Figure 1



Figure 2 below is the GUI representation of the same screen used in Figure 1. GUI provides a Windows-like look and feel, and has buttons and drop-down menus that you can click with your mouse. Though the functionality of GUI and green-screen remains the same, the process in GUI is slightly different. In order to perform an action, you must highlight the record and click the option you want to perform. In most cases, there is no need to click OK or press Enter because GUI performs that step for you. Functions display on the bottom of the screen, just like in green-screen. However, both options and functions also display in a drop-down menu.

Note: Always check the drop-down menus for options and functions that may not display on the screen.

Figure 2

Notice that in GUI, options and functions do not display with numbers. However, the function key functionality also works in GUI.

Example: You want to exit the Budget Level Selection screen in GUI. You can press F3 on your keyboard or click Exit.



Start using SunGard HTE's online help

What is online help? Online help provides the same information that you would find in paper bound manuals, such as:

• What's New - Brief descriptions of enhancements to the latest release of the software.

• Overviews - Background and conceptual information, which includes examples to help illustrate concepts.

• Procedures - Step-by-step instructions for how to perform basic job tasks.

• Checklists - Broad procedures that may 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.

• 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 online help, double-click the Help icon located on your desktop. To locate sections, you can use the tabs on the left side of the help screen.




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 don't have to fumble with insert pages when you receive a software update.

• Familiar browser-style format means you don't 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.

Menu Driver Overview of Menu Driver


Lesson 2 Overview of Menu Driver

Overview of Menu Driver Menu Driver is a SunGard HTE 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 HTE 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.

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 HTE 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 using the Prompt function

Overview of Menu Driver Menu Driver


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 use the Prompt function to 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 use the Prompt function. 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 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 the Actual Costs Report function from the list, and the software application retrieves the function for you to work with.

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 pressed Escape or Attention.

Example: You are viewing your messages using the Mail function. You need to send a message. You press Escape or Attention. In the Application field, you type HT. Then you select the Send message function. The system adds the Mail function to your list of functions and allows you to send a message.

If you do not need to use a function again during your work session, you can use the Cancel or Exit functions. If you use either of these functions, the system closes the function and does not add it to your list of open functions. If you want to keep the function open and add it to your list, press Attention or Escape instead.

If you use the Cancel function when the Program Selection window displays, the system returns you to the function you used most recently.

Menu Driver Overview of Menu Driver


Starting Menu Driver 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 HTE 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 HTE software. You can select any SunGard HTE application or menu.

Overview of Menu Driver Menu Driver


Lesson Review

Let’s review Lesson 2 Overview of Menu Driver. 1. When you select a new function using the "program selection" feature, does Menu Driver

automatically end the function you are currently working with?

2. What is the command you use to display an application’s main menu?

Menu Driver Menu Driver Components


Lesson 3 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 HTE applications because it allows system administrators to access menus for all SunGard HTE 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.

Adding application codes to activate the menu system Before you can work with software security, you should follow these steps to set up and activate the menu system.

1. Sign on to the system as QSECOFR.

2. Type the following on a command line:

HTEMNU HT *SELECT

Menu Driver Components Menu Driver



Note: If the Application Menus Selection window does not appear, type ADDLIBLE HTEGPL *LAST on a command line and click OK or press Enter. Then repeat steps 2-3.

4. Select Menu/Security Functions Menu.

5. On the Menu/Security Functions Menu, select Applications.

6. Do application codes display?

• If yes: Make a note of the codes that display. Then proceed to step 9.

• If no: Proceed to step 7.


DSPAPPSTS 8. Click OK or press Enter.

Result: The list of libraries you have installed on your system displays. Make a note of the codes that display. The first two characters of the library names are the application codes.

9. Compare the list of libraries against the list of application codes you noted in step 6 or step 8.

10. Do you have application codes set up for all of your SunGard HTE libraries?

Note: You must have the HT application code set up. The HT application may not display even though it is installed. The HT application installs automatically when you install another SunGard HTE software application. Therefore, if you have any application codes set up, the HT application is set up.

• If yes: Use the Exit function. Then proceed to step 16.

• If no: Proceed to step 11 to set up the application codes you are missing.

11. Type the application code you want to set up in the Appl field.

12. Use the Create option for the application code you just typed.

13. If you want to change the description that displays, type over the description.

Note: SunGard HTE recommends that you do not change the application description.


15. Repeat steps 11-14 for each application code that you need to set up.

16. Select HTE, Inc. Application Menu.

Result: The SunGard HTE menu system is set up.



Application codes Below is a list of all SunGard HTE software applications with their application codes.

Application Code Application Code

Accounts Receivable MR Extended Reporting ER

Applicant Tracking AT Fire Incident Reporting FI

Building Permits BP Fire Prevention FP

Business (Occupational) Licenses OL Fire Resource Activity Tracking FR

Case Management CS Fires Management System FS

Cash Receipts CR Fixed Assets FA

Code Enforcement CE Fleet Management FM

CAD400 C3 Global Financial Systems GF

CAD400 Redundancy RD GMBA GM

CAD IV C4 SunGard HTE General Purpose HT

CAD IV Redundancy RE INFISYS MA

CAD V C9 Land Management LM

Contact Management CZ Land/Parcel Management LX

Continuing Property Records CP Parking Tickets PT

Contract Billing CB Payroll/Personnel PR

Courts CT Planning and Zoning PZ

Crackdown CK Purchasing/Inventory PI

CRIMES Management System CC Real Time Pricing RT

Customer Information System CX Special Assessments LO

Distribution Management LD Tax Billing TX

Document Management Services DX Utility Billing UT

EMS Billing EB Work Orders/Facility Management WF

Emergency Medical Services

ES



Overview of menus Each application has a set of system menus that SunGard HTE 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 HTE-defined menus. The title of the screen indicates whether you are working with user-defined information or SunGard HTE-defined information.

Warning: If you customize SunGard HTE-defined information, you may lose your changes when you install a new version or PTFs for the application.

Overview of functions SunGard HTE 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 HTE 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 in the upper left corner of your System i5 session.

Note: You only need to write down the two-letter application code and the next three numbers that display.

Example: BP101IU0 displays in the upper left corner of your screen. You only need to write down BP101.

2. Use the Exit function until you return to the Menu/Security Functions screen.

3. 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.


Result: The name of the function you are working with displays.



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.

1. Click the SunGard HTE logo in the upper right corner.

Note: If you are not using SunGard HTE’s graphical 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."


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: Select 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: Use the Exit function.

• To return to a function you worked with previously: Press Escape or Attention. Select 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.



Lesson Review

Let’s review Lesson 3 Menu Driver Components. 1. What are the four components of Menu Driver?

2. How is the HTEGPL application different from other SunGard HTE applications?

Menu Driver Role of the System Administrator


Lesson 4 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:

- 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 their System i5 user profile.

SunGard HTE recommends that you set up the following levels of security:

• System administrator • Application administrator • Application users

Role of the System Administrator Menu Driver


Security officer (QSECOFR) 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 HTE support personnel use the QHTE user profile to assist with software-related problems on your system. The QHTE user profile:

• Has programmer (QPGMR) authority • Has access to all SunGard HTE applications • Is not enrolled in Menu Driver

Note: If you change the password for the QHTE user profile, you must let SunGard HTE know the new password.

System administrator The system administrator should control security across all SunGard HTE applications. They should be responsible for:

• Installing the SunGard HTE software applications • Adding application codes to activate the menu system • Setting up the HTEGPL user group for application users • Setting up users in the SunGard HTE 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 Should Indicate

User ID SYSADM

User description System Administrator

Initial application HT

Initial menu Menu/Security Functions

Show non-authorized menu options

Yes

Limit group jobs on menus No

Limit group jobs on attention pgm No

Authority to all applications Yes

Authority to all functions Yes

Authority to all menus Yes

Authority to all subfunctions Yes

User class *SECOFR

Application administrator The application administrator should be responsible for controlling access to a specific application. Once a user is set up in the SunGard HTE menu system by the system administrator, the application administrator should be responsible for:

• Setting up application user groups • Adding users to an application’s 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 HTE software applications • A user class of *USER • Limited access to HTEGPL and menu and security maintenance functions



Overview of system administrator and application administrator responsibilities

System administrator 1. Set up user groups for HTEGPL.

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 HTEGPL 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 Subfunction

Application selection 1=Select

5=Display

F12=Cancel

Change user password None

Function selection 1=Select

5=Display

F12=Cancel

F17=Subset

Menu processor F3=Exit

F5=Refresh

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 HTEGPL user group for application users SunGard HTE’s general purpose library, HTEGPL, allows all users in your organization access to the SunGard HTE Main Menu and SunGard HTE 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 HTEGPL group does not include command line authority.

Follow these steps to set up the HTEGPL user group and give all users in your organization access to the SunGard HTE, Inc. Application Menu.

Note: You should be a system administrator to perform this procedure. You must activate SunGard HTE's menu system before you perform this procedure.



HTEMNU HT *SELECT



5. On the Menu/Security Functions Menu, select User groups.

6. Use the Create option.

7. Type HTEGPL General User Group in the Description field.


9. 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 HTEGPL group to all applications, all functions, all menus, or all subfunctions since all users are part of this group.



10. Do any user names display?

• If yes: Use the Enable/disable option for the users you want to add to the HTEGPL user group.

Result: A selection symbol (>) displays next to all users you selected for the HTEGPL user group, and "User authorized" displays as the status for each of these users.

• If no: Proceed to step 12. You can set up users after you create the HTEGPL user group.

Note: Refer to Changing the list of users assigned to a user group.


12. Use the Enable/disable option for HTEGPL (General purpose) application.

Result: The users you set up in the HTEGPL user group can access the HT application. A ">" displays next to this application and "Group authorized" displays as the status.


14. Use the Enable/disable option for the SunGard HTE-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 HTEGPL user group are authorized to the menus you selected.


16. On the User Group Authorized Functions screen, use the Enable/disable option to authorize this user group to Application selection.

17. Use the Subfunctions option for Application selection.

18. Use the Enable/disable option to authorize this user group to the following subfunctions:

• 1=Select • 5=Display • F12=Cancel


20. Use the Enable/disable option for Change user password.

21. Use the Enable/disable option to authorize this user group to Function selection.

22. Use the Subfunctions option for Function selection.


• 1=Select • 5=Display • F12=Cancel • F17=Subset

Note: Do not authorize this group to "F14=Maintenance."




25. Use the Enable/disable option to authorize this user group to Menu processor.

26. Use the Subfunctions option for Menu processor.


• 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


29. Use the Enable/disable option to authorize this user group to Program selection.

30. Use the Subfunctions option for Program selection.


• 1=Select • F4=Prompt • F12=Cancel

Note: Do not authorize this group to "F9=Command line" and "F12=User options."


33. Use the Exit function.

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.”


Menu selection 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

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

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



Setting up an HTEGPL 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 HTE's menu system before you perform this procedure.



HTEMNU HT *SELECT 3. Click OK or press Enter.




7. Type Application administrator in the Description field.


9. 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.

10. 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 12. 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.


12. Use the Enable/disable option for the HTEGPL (General purpose) application.

13. Use the Functions option for HTEGPL.

14. Use the Enable/disable option to authorize the application administrator to Menu selection.

15. Use the Subfunctions option for Menu selection.



16. 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."


18. Use the Enable/disable option to authorize the application administrator to Specific user groups.

19. Use the Subfunctions option for Specific user groups.


• 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."


22. Use the Enable/disable option to authorize the application administrator to Specific users.

23. Use the Subfunctions option for Specific users.


• 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 • 9=Functions • 10=Menus




26. Use the Enable/disable option to authorize the application administrator to User authorized user groups.

27. Use the Subfunctions option for User authorized user groups.


• 1=Enable/disable • 7=Users • F3=Exit • F5=Refresh • F12=Cancel • F17=Subset


30. Use the Enable/disable option to authorize the application administrator to User group authorized functions.

31. Use the Subfunctions option for User group authorized functions.


• 1=Enable/disable • 7=Subfunctions • F3=Exit • F5=Refresh • F12=Cancel • F17=Subset


34. Use the Enable/disable option to authorize the application administrator to User group authorized menu options.

35. Use the Subfunctions option for User group authorized menu options.


• 1=Enable/disable • 7=Subfunctions • F3=Exit • F5=Refresh • F12=Cancel


38. Use the Enable/disable option to authorize the application administrator to User group authorized menus.

39. Use the Subfunctions option for User group authorized menus.




• 1=Enable/disable • 7=Menu options • F3=Exit • F5=Refresh • F12=Cancel • F17=Subset


42. Use the Enable/disable option to authorize the application administrator to User group authorized subfunctions.

43. Use the Subfunctions option for User group authorized subfunctions.


• 1=Enable/disable • F3=Exit • F5=Refresh • F12=Cancel • F17=Subset


46. Use the Enable/disable option to authorize the application administrator to User group authorized users.

47. Use the Subfunctions option for 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


50. Use the Enable/disable option to authorize the application administrator to User group security listing.




Setting up application administrator user groups Follow these steps to set up application administrator user groups for an application.


2. On a command line, type the following:





7. Type a name you want to use to identify the group in the blank Description field.

Note: SunGard HTE 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.

8. Indicate whether you want to give the users in this user group authority to all applications.

Note: SunGard HTE recommends that you indicate No. Application administrators should determine who has access to specific applications.

9. 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.

10. 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.

11. 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.


13. Do you have users set up on your system who 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.





15. Did you authorize the user group to all applications?

• If yes: Proceed to step 17.

• 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."


17. Did you authorize the user group to all menus?


• 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."


19. Did you authorize the user group to all functions?


• 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.


21. Did you authorize the user group to all subfunctions?


• 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."





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 HTE’s menu system.





5. On the Menu/Security Functions Menu, select Users.

6. Select the blank User ID field.

7. Type the ID for the user you are setting up in the User ID field.

8. Type the user’s 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.)


10. Type HT in the Initial application field.

11. Use the Prompt function in the Initial menu field to select HTE, Inc. Application Menu.

12. In the Show non-authorized menu options field, indicate whether you want the user you are setting up to view menu options they are not authorized to access.

13. Indicate No in the following fields:

• All applications • All functions • All menus • All subfunctions

Note: Only indicate Yes in these fields if you are setting up a security administrator.

14. Leave the preset *USER in the User Class field.

Note: If you are setting up a security administrator, indicate *SECADM in this field.


16. 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.




18. Select the HTEGPL user group.

Warning: If you are setting up a security administrator, do not select this group.


Result: A selection symbol (>) displays next to the HTEGPL user group. The status changes to "User authorized."


21. Repeat step 6-20 for each user you want to set up in the HTEGPL user group.




Lesson Review

Let’s review Lesson 4 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 HTE applications?

3. Should application users have unlimited access to HTEGPL?

Menu Driver Role of the Application Administrator


Lesson 5 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 HTE menu system by the system administrator, the application administrator should set up the user in the appropriate HTE application. The application administrator should be responsible for:

• Setting up application user groups • Adding users to an application’s 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 HTE 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 HTE 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.

Role of the Application Administrator Menu Driver


3. Use the Create option for the Description field you just used.

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.


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.


10. Did you authorize the user group to all menus?


• 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."


12. Did you authorize the user group to all functions?


• 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.




14. Did you authorize the user group to all subfunctions?


• 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."



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.



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.


• 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.



4. Use the Enable/disable option for the subfunctions you want to change user group authority to.




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 Delete or press Enter.

• If no: Use the Cancel function. Clear any fields you previously indicated to delete.




Lesson Review

Let’s review Lesson 5 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?

Let’s practice... 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.

Menu Driver Customizing Menus


Lesson 6 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.





6. Use the Menus option for the application you want to add a menu to.

7. Use the Create option for the Description field you just used.

8. Type the name of the menu in the blank Description field.

9. In the Menu description field, type a description of the menu you want to add.

10. In the Allow public to use field, indicate whether you want everyone to have authority to this menu.

11. 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.

12. 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.

13. In the Check for new mail field, indicate whether you want the application to check for new mail messages.

14. If you want the application to perform a function before displaying the menu options, type the command in the Command to execute before field.

15. If you want the application to perform a function after displaying the menu options, type the command in the Command to execute after field.


Customizing Menus Menu Driver


17. 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.


19. 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.



Copying a menu to substitute a main menu 1. Sign on to the system with your system administrator user profile.





6. Use the Menus option for the application you want to work with.

7. Use the Copy system menu function.

8. Select the main menu you want to copy.

9. In the Menu description field, type the name of the menu you are adding.

10. In the Main menu for application field, indicate Yes.

11. Make any necessary changes to the information that displays in the other fields.


13. 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.


15. 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.





Changing menu information 1. Sign on to the system with your system administrator user profile.





6. Use the Menus option for the application whose menus you want to change.

7. Use the Change option for the menus you want to work with.

8. Change the appropriate fields.



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.





6. Use the Menus option for the application you want to add a menu to.

7. Use the Menu options option for the menu you want to work with.

8. Use the Add function.

9. 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.



10. Where do you want the option to appear on the menu?

• If last: Proceed to step 11.

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. Press Field Exit.

• 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. Press Field Exit.

• 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. Press Field Exit.

11. Complete the appropriate fields in the "Optional values" section.


13. 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: Press Reset. Repeat steps 10-13, making sure that the:

- Number in the Sequence number field is not already used for a menu option

- 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

- Insert before sequence field and the Insert after sequence field do not both contain numbers


Result: The software application:

- Adds the selected function or menu to the options on the menu

- Clears the information you typed in the fields on the Add Application Menu Option screen

- Updates the number in the Sequence number field if appropriate

14. Use the Cancel function.



15. 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.



Adding functions and function security 1. Sign on to the system with your system administrator user profile.





6. Use the Functions option for the application you want to add functions to.

7. Use the Add function.

8. In the Function description field, type a description of the function you want to add.

9. In the Function allowed on menus field, indicate whether you want the function to display on menus.

10. In the Allow public to use field, indicate whether you want to allow all users to use this function.

Warning: SunGard HTE recommends that you do not allow all users authority to a function unless you are certain that every user needs access to it.

11. In the Function type field, indicate the type of function you want to add.


Result: The software application displays additional fields based on the function type you entered.

13. Complete the additional fields for the function type.


15. Use the Enable/disable option for the user groups whose authority you want to reverse.


17. Use the Enable/disable option for the users whose authority you want to reverse.




19. Does the Work with User Application Subfunctions screen display?

• 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.



Checklist for including your old custom options program in Menu Driver In the past, SunGard HTE software applications ran on a control language menu system that included a Custom Options program for each application. This program was designed to present customer programs in menu format and included a program to add entries to the Custom Options program. Since SunGard HTE software applications started using Menu Driver, many of these custom options programs were not available.

Note: If you want to add custom options to Building Permits, GMBA, Business Licenses, Code Enforcement, or Planning & Zoning, use that application’s File Maintenance Menu instead of following this procedure.

Note: You should only follow these steps if you have existing custom options programs that you want to add to Menu Driver. If you don’t, you should follow the steps in the following procedures, depending on what you want to do:

• Adding menus • Copying a menu to substitute a main menu • Changing menu information • Adding menu options

Note: In order to do this procedure, you need to know the name of your custom options program. If you do not know the name of your custom options program, call the customer support team for the application you are working with.

Follow these steps to apply these programs to Menu Driver and create a Custom Options Menu.

1. Create a function that calls the old custom options program by following the steps in Adding functions and function security.

2. Add the function you created to a menu by following the steps in Adding menu options.

3. Copy the menu to substitute a main menu.

Note: Indicate that the new menu will be the main menu for the application.

4. Assign users or user groups to the new menu.

5. Add menu options.



Lesson Review

Let’s review Lesson 6 Customizing Menus. 1. Who should customize menus?

Menu Driver Lesson Review Answers

SunGard HTE Inc. A-1

Appendix A Lesson Review Answers

Lesson 2 Overview of Menu Driver 1. No. When you select a new function, the previous function is added to your list of open

functions.

2. The command you use to display an application’s main menu is HTEMNU XX *FIRST.

Lesson 3 Menu Driver Components 1. The four components of Menu Driver are:

• Applications • Menus • Functions • Subfunctions

2. The HTEGPL application is different from other SunGard HTE applications because it allows system administrators to access menus for all SunGard HTE software applications.

Lesson 4 Role of the System Administrator 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 HTE applications.

3. No. Application users should have limited access to HTEGPL and menu and security maintenance functions.

Lesson 5 Role of the Application Administrator 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.

Lesson 6 Customizing Menus 1. Only system administrators should customize menus.

Lesson Review Answers Menu Driver

A-2 SunGard HTE Inc.

Menu Driver Test Environments

SunGard HTE Inc. B-1

Appendix B Test Environments

Overview of test environments You can use a test environment to test a new release of SunGard HTE software. It may include all of your application libraries or only those libraries you select. You will need additional disk space to create a test environment. Be sure to check the amount of disk space on your server.

A test environment will also include a separate library for Menu Driver. This means that all menus, functions, subfunctions, and user information will be separate from your base HTEGPL library and contained in library HTEGPLTEST.

Implementing your test environment menu You can use Menu Driver to rename and rearrange the menus. However, it is important to make these two environments stand apart from one another. You should also make users aware of this difference and have them periodically check themselves while going in and out of the test environment. In order to make the environment obvious to the users, use the System Control Maintenance options in each of the test applications and update the company information to reflect "Test Environment."

Additional considerations When you schedule an application load from SunGard HTE, please inform SunGard HTE’s Distributions department that you have a test environment. You will be required to load HTEGPL both to test and production, even though you may be loading application changes to the test environment only.

If you decide to replace the test libraries, delete the old test libraries (not HTEGPLTEST) and restore them to the system from a recent tape containing the base libraries. Be sure that both environments are at the same application release level.

If you have an error that you are unable to determine the cause of, contact Technical Services at (800) 695-6915 as soon as possible. If you are unable to contact someone immediately, be sure to obtain any program dumps, print keys, and job logs that will assist in resolving the problem.

Test Environments Menu Driver

B-2 SunGard HTE Inc.

Creating test libraries The test libraries must be named as follows:

HTEUSRJT HTSMODT

HTEMODJT HTSPTFT

HTEPTFJT HTSDTAT

HTEDTAT HTSSRCT

HTEPGMT INNOTEST

HTESRCT HTSPGMT

HTSUSRT

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.


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(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 HTSUSR to HTSUSRT:

RSTLIB SAVLIB(HTSUSR) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSUSRT) OUTPUT(*PRINT)

15. Press Enter.

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.

26. 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)

27. Press Enter.

Result: The additional library is created.

Accessing the test environment

1. Sign on as QSECOFR.



4. Select Menu/Security Functions.

5. Use the Command line function.


EDTLIBL 7. Click OK or press Enter.

8. Edit each of the following libraries to add TEST to the end of them:

• HTEMOD to HTEMODTEST • HTEUSR to HTEUSRTEST • HTEGPL to HTEGPLTEST



11. Select Applications.

12. Use the Menu option for the HT application.

13. On the Work with User Application Menus screen, use the Copy system menu function.

14. Select H.T.E. Application Menu.

15. Type Test Environment Menu for the new description.

Note: This ensures there is no confusion about which menu and environment are being used.



16. Click OK or press Enter to continue creating the Test Environment Menu.

17. Bypass the security assignments.

18. Type 2 in the Environment field to select Test Environment.


Result: When the user selects these menu options, the test libraries will automatically be set up in the user's library list.

Creating a user profile in the test environment 1. On the Menu/Security Functions Menu, select Work with Users.

2. Create a new user profile and call it "TESTUSER."

3. Give this profile a user class of "*USER."

4. Assign "HT" as the initial application code.

5. Assign "Test Environment Menu" as the user’s initial menu.

Note: The test environment will be accessed from a different initial program.

6. When you reach the Change User Profile prompt, change the initial program to "HTTESTENV" in library HTEGPL.

Result: This program automatically uses HTEGPLTEST as the library for Menu Driver and takes the user to the menu assigned through the test environment.

7. Sign on as TESTUSER.

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Appendix C Contacting SunGard HTE

There are several ways you can get information from SunGard HTE, including:

• Customer support line • Documentation from MyHTE • Continuing education • Fax Support System

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 HTE offers remote dial-up capability, which enables our application specialists to communicate directly with your system to resolve issues quickly.

For SunGard HTE 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 HTE's quality standards are met.

Documentation from MyHTE

The most recent copies of SunGard HTE’s user documentation are available free of charge on SunGard HTE's customer web site, MyHTE. You only can download the online help for the green screen or GUI environments. In the NaviLine environment, the online help is context-sensitive. The types of documentation available on MyHTE include:

• WebHelp - WebHelp is an HTML-based, uncompiled version of the online help. It is browser-independent, which means you can view it using most Internet browsers. It has more features than SunGard HTE's compiled HTML help, but the file size is larger. To begin using WebHelp, navigate to the location where you installed the help and click "Start.htm."

• Printable Help - Printable help is a printable version of the online help. You must have Adobe Acrobat Reader to view and print the printable help.

• Training Manual - The Training Manual is a printable manual intended for training new users or refreshing an experienced user's application skills. You must have Adobe Acrobat reader to view or print the Training Manual.

To download your copy, follow these steps:

1. Using your web browser, go to http://www.myhte.com.

2. Complete the User Name and Password fields. If you do not have a MyHTE account, click Click here to register for a user account and follow the instructions.

3. Click GO.

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4. Do you want to view a list of documentation available for your agency's products?

• If yes: Select Help Documentation in the Client Functions field.

• If no: Click the open book icon on the toolbar in the upper left corner to display all available help.

5. Click the application you want to work with.

6. Click the version you want to work with.

7. Click the document you want to view.

8. Click Download to view or save the document.

Continuing education SunGard HTE provides many live and 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 HTE 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 recorded classes. Some 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. Recorded classes are available on demand at any time.

To see a list of all upcoming live and recorded continuing education opportunities, access the SunGard HTE Training & Development web site at http://custtrain.hteinc.com. To see a list of live upcoming web classes, click Search class listings. Click New! View recorded classes… in the blue box to see a list of all enhancement classes.

If you have additional questions about continuing education or the training & development program, you can contact Janice Pizzurro at [email protected] or telephone number (800) 727-8088, extension 3343 or visit the Training & Development web site at http://custtrain.hteinc.com.

Fax Support System SunGard HTE offers a fast and easy way for you to receive documents that will assist in resolving questions about application processing and information support. The SunGard HTE Fax Support System is available 24-hours a day. It is particularly helpful for frequently asked questions or when you simply want to know the steps of a procedure. For service dial 1-800-695-6915, then press 5 for Fax Support Documents.

To find out what types of documents are available, you need to order a catalog for each desired application area. The catalog is a listing of all related document numbers and a brief description of each available document. Once you have a catalog, you may order as many as five documents per call. Be sure to request a new catalog periodically.

An automated attendant will step you through the simple process of ordering catalogs and documents. Within minutes, the requested information will appear on your fax machine.

1. Choose an application area.

2. Choose the level of assistance.

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3. Choose the desired service.

4. Continue or finish your order.

5. Enter your fax number.

6. Enter your telephone number.

Result: Your documents are sent immediately to your fax machine. If your machine is busy, the service will make two more attempts to deliver the documents at three minute intervals.

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Menu Driver Glossary

SunGard HTE Inc. G-1

Glossary

# 5250: IBM communications protocol that allows access to the System i5 application server.

A application: SunGard HTE 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 HTE 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.

Connect Care: Customer Relationship Management (CRM) system used by SunGard HTE to maintain information about customers, products, and support cases.

F Fax Support System: SunGard HTE service that offers a fast and easy way for you to receive

documents that will assist in resolving questions about application processing and information support.

function: SunGard HTE 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

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G-2 SunGard HTE Inc.

I iSeries: IBM's application server formerly known as the AS/400.

iSeries Access for the Web: 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 HTE software applications.

Menu Driver: SunGard HTE application that allows you to control who uses applications, menus, functions, and subfunctions.

MyHTE: Secured area of SunGard HTE’s 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 Fax 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 HTE 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 Connect Care 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 HTE's Distributions department.

Q QHTE: User profile that SunGard HTE personnel use to assist with software-related problems

on your system.

QSECOFR: Security Officer user profile. This is usually your information services officer.

Query: 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 HTE's imaging interface.

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SunGard HTE Inc. G-3

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 HTE applications.

System i5: IBM's application server formerly known as the System i5 or AS/400.

T test environment: System i5 environment used to test a new release of SunGard HTE 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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G-4 SunGard HTE Inc.

Menu Driver Index

SunGard HTE Inc. I-1

Index

A

adding application administrator user groups ............. 4-14 application codes............................................... 3-1 application user groups ..................................... 5-1 functions and function security ......................... 6-5 HTEGPL application administrator user

group .......................................................... 4-10 HTEGPL user group for application users........ 4-5 menu options..................................................... 6-3 menus................................................................ 6-1 test libraries.......................................................B-2 user profiles in a test environment ....................B-5 users on the System i5 .................................... 4-16

administrator overview of responsibilities .............................. 4-4 overview of security.......................................... 4-1 setting up the HTEGPL group ........................ 4-10 setting up the user group................................. 4-14

application codes adding ............................................................... 3-1 list of codes ....................................................... 3-3

Application security groups ........................................................ 5-1, 5-3 users .................................................................. 5-4

applications accessing test environments..............................B-4 adding application codes to activate the menu

system .......................................................... 3-1 adding functions and function security ............. 6-5 adding menu options......................................... 6-3 adding menus .................................................... 6-1 changing menu information .............................. 6-3 copying a menu to substitute a main menu ....... 6-2 determining the function you are working with 3-4 overview of functions ....................................... 3-4 overview of menus............................................ 3-3 overview of subfunctions.................................. 3-5

Syst ...................................................................... 4-16 Attention key

overview of program selection.......................... 2-1 selecting functions to work with ....................... 3-5

authority changing authority to functions and

subfunctions ................................................. 5-3 removing authority from an application............ 5-4

C

changing menu information.............................................. 6-3 user group authority to functions ...................... 5-3 users in a user group ......................................... 5-3

checklists ............................................................... 6-6 codes

adding application codes to activate SunGard HTE's menu system...................................... 3-1

list of application codes .................................... 3-3 contacting SunGard HTE.......................................C-1 continuing education..............................................C-1 copying menus to substitute a main menu ............. 6-2 creating

application administrator user groups ............. 4-14 application codes............................................... 3-1 application user groups ..................................... 5-1 functions and function security ......................... 6-5 HTEGPL application administrator user


custom options....................................................... 6-6

D

deleting user authority from an application ........... 5-4 determining the function you are working with..... 3-4

E

environments accessing test environments..............................B-4 creating a user profile in a test environment .....B-5 creating test libraries .........................................B-2 overview of test environments ..........................B-1

F

Fax Support System...............................................C-1 File Maintenance Menu

Application Security Groups...................... 5-1, 5-3 Application Security Users ............................... 5-4

Index Menu Driver

I-2 SunGard HTE Inc.

functions adding functions and security ........................... 6-5 changing user group authority to functions and

subfunctions ................................................. 5-3 determining the one you are working with ....... 3-4 overview ........................................................... 3-4 overview of subfunctions.................................. 3-5 selecting functions to work with ....................... 3-5 setting up an HTEGPL application

administrator user group ............................ 4-10

G

green screen ........................................................... 1-3 GUI........................................................................ 1-3

H

HTEGPL overview of Menu Driver.................................. 2-1 setting up a group for application users ............ 4-5 setting up an application administrator group. 4-10

I

System i5 ............................................................. 4-16

L

lesson review answers ............................................................ A-1 lesson 2 ............................................................. 2-4 lesson 3 ............................................................. 3-6 lesson 4 ........................................................... 4-18 lesson 5 ............................................................. 5-5 lesson 6 ............................................................. 6-7

libraries ..................................................................B-2

M

Menu Driver including your old custom options program ..... 6-6 overview ........................................................... 2-1 overview of program selection.......................... 2-1 starting .............................................................. 2-3

menu options ......................................................... 6-3 Menu/Security Functions Menu

Applications......................... 3-1, 6-1, 6-2, 6-3, 6-5 User groups.....................................4-5, 4-10, 4-14 Users ............................................................... 4-16 Work with Users ...............................................B-5

menus accessing test environments..............................B-4 adding ............................................................... 6-1 adding options................................................... 6-3 changing information........................................ 6-3 copying to substitute a main menu.................... 6-2 overview ........................................................... 3-3

MyHTE..................................................................C-1

P

program selection overview ........................................................... 2-1 selecting functions ............................................ 3-5

Q

QSECOFR ............................................................. 4-1

R

removing user authority from an application......... 5-4 responsibilities of system and application

administrators ................................................... 4-4

S

security adding functions and function security ............. 6-5 changing the list of users assigned to a user

group ............................................................ 5-3 overview ........................................................... 4-1 overview of system and application

administrator responsibilities ....................... 4-4 setting up application user groups..................... 5-1

setting up application administrator user groups ............. 4-14 application codes............................................... 3-1 application user groups ..................................... 5-1 functions and function security ......................... 6-5 HTEGPL application administrator user


signing on to the system ........................................ 3-1 software security

adding functions and function security ............. 6-5 changing the list of users assigned to a user

group ............................................................ 5-3 overview ........................................................... 4-1 overview of system and application

administrator responsibilities ....................... 4-4 setting up application user groups..................... 5-1

starting Menu Driver ............................................. 2-3 subfunctions

changing user group authority to functions and subfunctions ................................................. 5-3

overview ........................................................... 3-5 setting up an HTEGPL application administrator

group .......................................................... 4-10 setting up an HTEGPL user group.................... 4-5

substituting a menu................................................ 6-2 SunGard HTE ........................................................C-1 support information ...............................................C-1

Menu Driver Index

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system administrator overview of responsibilities .............................. 4-4 overview of software security ........................... 4-1

System i5 ............................................................. 4-16

T

test environments accessing ...........................................................B-4 creating a user profile .......................................B-5 creating test libraries .........................................B-2 overview ...........................................................B-1

training overview................................................... 1-1

U

user groups changing authority to application functions

and subfunctions .......................................... 5-3 changing the list of users................................... 5-3

overview ........................................................... 5-1 setting up an HTEGPL application

administrator user group ............................ 4-10 setting up for application administrators......... 4-14 setting up for applications................................. 5-1 setting up the HTEGPL user group................... 4-5

users adding to the System i5................................... 4-16 changing the users assigned to a user group ..... 5-3 creating a user profile in a test environment .....B-5 overview ........................................................... 5-1 removing authority from an application............ 5-4 setting up an HTEGPL user group.................... 4-5

W

Work with users.....................................................B-5

Index Menu Driver

I-4 SunGard HTE Inc.

Menu Driver 5.0 Select Training Manual

Documents

Transcript of Menu Driver 5.0 Select Training Manual