version 3[1].0 cad400 dispatcher training manual

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MenuDriver

TrainingManual


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SunGard Public Sector

1000 Business Center Drive

Lake Mary, Florida 32746

Phone: (800) 695-6915

Fax: (407) 304-1005

Web site: http://www.sungardps.com

1981 - 2010 SunGard Public Sector Inc. All Rights Reserved

This document is covered by copyright. All rights reserved. SunGard Public Sector grantspermission to the SunGard Public Sector customer to whom it was sent to copy any part of this

document for internal use only. It may be reproduced for use only by the party to whom it is sentdirectly by SunGard Public Sector for internal use only. It may not be reproduced in any otherfrom 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 withoutwritten permission of SunGard Public Sector. SunGard Public Sector reserves the right to modifyor revise all or part of this document without notice.

Printed in the U.S.A.


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Table of Contents

i

Introductory Materials ........................................................................................................... 1Training overview ............................................................................................................... 1

Objectives ........................................................................................................................ 1Who should attend? ......................................................................................................... 1What should you bring? .................................................................................................. 1

Agenda ................................................................................................................................ 2Start using SunGard Public Sector's online help ................................................................ 2

What is online help? ........................................................................................................ 2How do I use the online help? ......................................................................................... 3Benefits of online help .................................................................................................... 3

Overview of Menu Driver ...................................................................................................... 5The HT (HTEGPL) application....................................................................................... 5

Overview of program selection .......................................................................................... 6Starting Menu Driver (Select only) .................................................................................... 7

Commands ....................................................................................................................... 7User initial program ........................................................................................................ 7

Lesson Review ....................................................................................................................... 8Menu Driver Components...................................................................................................... 9

The HTEGPL application ................................................................................................... 9Signing on to the system ..................................................................................................... 9Application codes ............................................................................................................... 9Overview of menus ........................................................................................................... 11Overview of functions ...................................................................................................... 11Determining the function you are working with .............................................................. 11Overview of subfunctions ................................................................................................. 12Selecting functions to work with ...................................................................................... 12

Lesson Review ..................................................................................................................... 13Role of the System Administrator........................................................................................ 15

Overview of software security .......................................................................................... 15Levels of security .......................................................................................................... 15Security officer (QSECOFR) ........................................................................................ 16


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QHTE ............................................................................................................................ 16System administrator ..................................................................................................... 16Application administrator .............................................................................................. 17Application users ........................................................................................................... 17

Overview of system administrator and application administrator responsibilities........... 18System administrator ..................................................................................................... 18Application administrator .............................................................................................. 18

Functions and subfunctions for HTEGPL application users ............................................ 18Setting up the HT Basic user group for application users ................................................ 19Functions and subfunctions for the application administrator group in HTEGPL ........... 22Setting up an HT application administrator user group .................................................... 24Setting up application administrator user groups ............................................................. 29Adding users to the System i5 .......................................................................................... 31

Lesson Review ..................................................................................................................... 33Role of the Application Administrator ................................................................................ 35

Overview of users and user groups ................................................................................... 35Setting up application user groups.................................................................................... 35Changing the list of users assigned to a user group .......................................................... 37Changing user group authority to application functions and subfunctions ...................... 37Removing user authority from a software application ..................................................... 38

Lesson Review ..................................................................................................................... 39Customizing Menus ............................................................................................................. 41

Adding menus ................................................................................................................... 41Copying a menu to substitute a main menu ...................................................................... 42Changing menu information ............................................................................................. 43Adding menu options........................................................................................................ 43Adding functions and function security............................................................................ 45

Lesson Review ..................................................................................................................... 47Appendix A Lesson Review Answers ................................................................................. 49

Overview of Menu Driver ................................................................................................ 49Menu Driver Components ................................................................................................ 49Role of the System Administrator .................................................................................... 49Role of the Application Administrator ............................................................................. 49


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iii

Customizing Menus .......................................................................................................... 49Appendix B Test Environments ........................................................................................... 51

Overview of test environments ......................................................................................... 51Considerations ............................................................................................................... 51

Setting up System i5 test environment libraries (NaviLine only) .................................... 52Saving libraries .............................................................................................................. 52Restoring libraries ......................................................................................................... 52

Setting up System i5 test environment libraries (Select only).......................................... 54Saving libraries .............................................................................................................. 54Restoring libraries ......................................................................................................... 54

Creating test users ............................................................................................................. 56Appendix C Contacting SunGard Public Sector .................................................................. 59

Customer support line ....................................................................................................... 59Documentation from MyNaviLine ................................................................................... 59Continuing education ........................................................................................................ 60

Glossary ............................................................................................................................... 63Index .................................................................................................................................... 67


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iv


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Menu Driver Introductory Materials

SunGard Public Sector 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 Public Sector training classes.SunGard Public Sector provides comprehensive online help for your ongoing reference andrefresher needs. Throughout this manual you will see references to related online help sectionsthat you should refer to. These references are noted by an icon. The procedures in this guide arealso in your online help. SunGard Public Sector recommends that you train your employees toutilize the online help, since it will always include the most comprehensive, up-to-dateinstructions for using your SunGard Public Sector software.

Objectives

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

Add menus, functions, and subfunctions

Add users to the SunGard Public Sector System and to applications

Set up user groups

Set up security levels

Set up test and multiple environments

Use the online help

Who should attend?

SunGard Public Sector recommends that the following personnel attend:

System administrators who will be authorizing users to the System i5 and setting up usergroups

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. SunGardPublic Sector recommends that you also bring the following items to each training session:

This training manualMaterials for taking notes


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Introductory Materials Menu Driver

2 SunGard Public Sector

Agenda

1. Overview of Menu Driver

"Program selection" feature

Starting Menu Driver

2. Menu Driver components

HTEGPL application

Overview of menus, functions, and subfunctions

Determining the function you are working with

Selecting functions to work with

3. Role of the system administrator

Security levels

Making the HTEGPL application available to users

Setting up application administratorsSetting up user groups

Adding users to the System i5

4. Role of the application administrator

Users and user groups

Removing authority from a software application

Setting up application user groups

Changing the list of users assigned to a user group

Changing user group authority to application functions and subfunctions

5. Customizing menus

Adding menus and menu options

Adding functions and function security

Including your old custom options program in Menu Driver

Start using SunGard Public Sector's online help

What is online help?

Online help provides the same information found in paper-bound manuals, such as:

Whats New - Brief descriptions of enhancements to the latest release of the software.

Overviews - Background and conceptual information, including examples to helpillustrate concepts.

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

Checklists - Broad procedures that can be used on a weekly, monthly, or yearly basis.Checklists can help remind you of steps that need to be taken at a certain time.


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Menu Driver Introductory Materials


Frequently Asked Questions - Answers to questions that customers most often ask.

Contents and Index - Tools that help you locate information online quickly and easily.

How do I use the online help?

To access your Select online help, double-click the Help icon located on your desktop. To locate

sections, you can use the buttons in the lower left corner of the help screen.

To access your NaviLine online help, click the question mark icon located on the toolbar. Youalso can select the Help menu, then select one of the following:

Contents and IndexTable of contents and index for the entire Help document.

Window LevelInstructions and field definitions for the screen you are working with.

For detailed information about how to use the online help, refer to the MultimediaDemonstrations book in the online help. There you will find a short video that walks you throughhow to find information using the online help.

Benefits of online help

Unlike a paper manual, all your employees can use the help at the same time.

The help is always current. Software updates automatically include updated online help.When new features are developed or changes are made to the software, the help can beupdated quickly.

You dont have to fumble with insert pages when you receive a software update.

Familiar browser-style format means you dont have to learn how to use a new onlinehelp format.

Full-text search capability makes it easy to search the entire online help for a singleword or phrase.


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Introductory Materials Menu Driver



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Menu Driver Overview of Menu Driver


Overview of Menu Driver

Menu Driver is a SunGard Public Sector application that allows you to control who usesapplications, menus, functions, and subfunctions. Only the system administrator should beauthorized 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 andfunctions of software applications.

You can also use Menu Driver to customize menus by setting up your own menu and addingexisting menus as menu options. SunGard Public Sector also creates menus and functions andsends them with each update of the software applications. You can copy any of these menus andmodify them as a user menu.

The four components of Menu Driver are:

Applications - A SunGard Public Sector software program, such Cash Receipts orBuilding Permits.

Menus - Each application has a set of system menus that SunGard Public Sector sendswith the application. These system menus access the standard functions for theapplication you are using.

Functions - A function may be a standard or even a mandatory use of the softwareapplication. Functions include SunGard Public Sector software menu options that allowyou to perform actions necessary to the basic use of the software application.

Subfunctions - Subfunctions are functions that perform operations on other functions.For example, you use the Add subfunction to add the File Maintenance Menu to your

main menu. You use the Delete subfunction to remove the Meter Functions Menufrom the main menu. Subfunctions also provide additional application security.

The HT (HTEGPL) application

Menu Driver uses an application called HTEGPL to control basic functions such as:

Menus and functions

Function keys

The "program selection" feature

You also use the HTEGPL application to control the use of menu screens and access to thecommand line.

Menu Driver is different from other SunGard Public Sector applications because it allows systemadministrators to access menus for all SunGard Public Sector software applications.


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Overview of Menu Driver Menu Driver


Overview of program selection

Menu Driver has a feature called "program selection," which allows access to all authorizedfunctions and programs across all applications. This saves time by allowing access to differentfunctions 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 listof functions you select during your work session. You can keep several functions open as youwork to create a "multi-tasking" environment.

The "program selection" feature allows you to:

Select new functions that are added to your list of open functions

Return to functions you already used during your current work session

SunGard Public Sector defines functions that arrive with the software application. Yourorganization can also define custom functions. You use these functions during work sessions toperform software tasks.

By creating a list of functions for your work session, you can move easily from one function toanother. You do not have to select or type the function you want to work with. You just selectthe function from your list.

When you finish work with each function, you can add it to your function list for use later inyour work session. Once you add a function to your list, you can easily return to it by selecting itwith the "program selection" feature.

To select a function, you can:

Type the function you want to work with

Choose the function from the list of functions already used during your work session

Choose the function from a list

When you type the function you want to work with, you specify the software application and thefunction. You can type the software application or select it. You can type all or part of thefunction name. If you type the entire function name, the system retrieves the function you wantto work with. If you type a partial function name, the system retrieves the function or displays alist of functions starting with the letters you typed. You can select the function you want fromthis list.

If the function you want is not on your list of previously used functions or you do not know theexact function name, you can select it. First, you specify the software application to which thefunction 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 clickShortcut or press Escape orAttention to display theProgram Selection window. You type FM in the Application field. The cursorautomatically moves to the Function field. You use the Prompt function. The softwareapplication displays a list of all available FM functions. You select Actual Costs Reportfrom the list, and the software application retrieves the function for you to work with.


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Menu Driver Overview of Menu Driver


When you select a new function, the previous function is added to your list. You can selectpreviously used functions later in your work session. If you do, the system returns you to whereyou were in the function before you clicked Shortcut or pressed Escape orAttention.

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

Starting Menu Driver (Select only)

You can access Menu Driver using one of three commands or the user initial program.

Commands

HTEMNU HT *SELECT

Use this command to begin working with Menu Driver and go directly to otherapplications and menus. The *USER parameter determines which menu displays whenyou use this command.

HTEMNU XX *SELECT

Replace "XX" in the above command with the two-letter application designator todisplay the selection of menus for that application. For example, if you want to displayPayroll/Personnel menus, you type HTEMNU PR *SELECT, since PR is the two-lettercode for Payroll/Personnel.

HTEMNU XX *FIRST

Replace "XX" in the above command with the two-letter application designator of theapplication you want to display the main menu for. For example, if you want to displaythe main menu for Customer Information System, you type HTEMNU CX *FIRST,since CX is the application designator for Customer Information System.

User initial program

The user initial program is a SunGard Public Sector program that is embedded within theSystem i5 user profile. You use this program to set up the menu that displays for each user whenthe user signs on to the System i5. This allows the user to access Menu Driver without typingany commands.

You set up the initial application and the initial menu when you set up user information withinSunGard Public Sector software. You can select any SunGard Public Sector application or menu.


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Overview of Menu Driver Menu Driver


Lesson Review

Lets review Overview of Menu Driver.

1. When you select a new command using the program selection feature, does Menu Driverautomatically end the function you are currently working with?


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Menu Driver Menu Driver Components


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 keysThe "program selection" feature

You also use HTEGPL to control the use of menu screens and access to the command line.

Menu Driver is different from other SunGard Public Sector applications because it allows systemadministrators to access menus for all SunGard Public Sector software applications.

Signing on to the system

Follow these steps to sign on to the System i5 for this training session.

1. In theUser

field on the Sign On screen, typeQSTUxx

, 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. ClickOKor press Enter.

Application codes

Throughout the SunGard Public Sector System Online Help, you will see references to SunGardPublic Sector application codes. Below is a list of all SunGard Public Sector softwareapplications with their application codes.

Application Code Application Code

Accounts Receivable MR Extended Reporting ER

Applicant Tracking AT Fire Incident Reporting FI


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Menu Driver Components Menu Driver


Application Code Application Code

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 Public Sector 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


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Overview of menus

Each application has a set of system menus that SunGard Public Sector sends with theapplication. These system menus access the standard functions for the application you are using.

You can customize the user menus, but you should not customize any SunGard Public Sector-defined menus. The title of the screen indicates whether you are working with user-definedinformation or SunGard Public Sector-defined information.

Warning: If you customize SunGard Public Sector-defined information, you may lose yourchanges when you install a new version or program temporary fixes (PTFs) for theapplication.

Overview of functions

SunGard Public Sector sends you each software application with a set of base functions thatprovide access to a program or command. A function may be a standard or even a mandatory useof the software application. Functions include SunGard Public Sector software menu options thatallow you to perform actions necessary to the basic use of the software application.

Determining the function you are working with

Follow these steps to determine the function you are currently working with.

Note: You should be a system administrator to do this procedure.

1. Write down the code that displays on the View menu.

Note: If you are using SunGard Public Sector's Select environment, write down the code

that displays in the upper left corner of your System i5 session.

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

Example: BP101IU0 displays. You need to write down only BP101.

2. Select Exit until you return to the main menu or the Menu/Security Functions screen.

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

4. On the Work with Applications screen, use the Functions option for the applicationrepresented 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.


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Overview of subfunctions

Subfunctions are functions that perform operations on other functions. For example, you use theAdd subfunction to add the File Maintenance Menu to your main menu. You use the Deletesubfunction 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 offunctions that contain subfunctions.

Selecting functions to work with

Follow these steps to select a function to work with from the Shortcut menu.

1. ClickShortcut.

Note: If you are using SunGard Public Sectors Select environment, press Attention orEscape.

Result: The software application puts your current function on hold and displays theProgram 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 theApplication field. Then type cal in the Function field. When you clickOKor press Enter,

the software application displays the Calendar function. However, if you type only c, thesoftware 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 offunctions?

If the function you want to work with displays: Proceed to step 6.

If a list of functions displays: Use the Select option for the function you want to workwith.

6. When you finish working with the selected function, what do you want to do?

To return to the function you were last working with: Select Exit.

To return to a function you worked with previously: ClickShortcut or press EscapeorAttention. Use the Select option for the function you want to work with from the liston the Program Selection window.

To select another function to work with: Repeat steps 1-6.


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Lesson Review

Lets review Menu Driver Components.

1. What are the four components of Menu Driver?

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


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Menu Driver Role of the System Administrator


Role of the System Administrator

Overview of software security

This topic contains information about:

Levels of security

Security officer (QSECOFR)

QHTE

System administrator

Application administrator

Application users

Levels of securitySoftware security should be the responsibility of a select few within your organization. Thosewho set up software security need the authority to work with the following functions:

Application security - Authority to work with the "application security" features allowsyou to:

o Set up functions and subfunctions for the software applicationo Set up menus and menu optionso Create and authorize user groups and individual users to functions and subfunctionso Create and authorize user groups and individual users to menus and menu optionsApplication security - Users - You use this function to set up authority for individualusers

Application security - Groups - You use this function to set up groups of users whomyou 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, andsubfunctions. You give user groups and individual users authority to work with features andfunctions of software applications. You can also deny authority to user groups and individualusers.

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 softwareapplications. The system administrator should also have *SECOFR authority in his or herSystem i5 user profile.

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



Application users


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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 Driversecurity. 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 organizationSet up the system administrator

Perform system maintenance

Change object security

Only one or two people in your organization should have authority to this user profile.

QHTE

Note: QHTE is already set up on your system and has full access to Menu Driver security.

SunGard Public Sector support personnel use the QHTE user profile to assist with software-related problems on your system. The QHTE user profile:

Has programmer (QPGMR) authority

Has access to all SunGard Public Sector applications

Is not enrolled in Menu Driver

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


The system administrator should control security across all SunGard Public Sector applications.He or she should be responsible for:

Installing the SunGard Public Sector software applications

Adding application codes to activate the menu system (NaviLine only)Setting up the HT Basic user group for application users

Setting up users in the SunGard Public Sector menu system

The system administrator should have security officer (QSECOFR) authority in order to createother user profiles.

You should create this user profile before any others and give the profile access to allapplications, all menus, all functions, and all subfunctions. The system administrator does notneed 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
http://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htm


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This Field Should Indicate

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


The application administrator should be responsible for controlling access to a specificapplication. Once a user is set up in the SunGard Public Sector menu system by the systemadministrator, the application administrator should be responsible for:


Adding users to an applications user groups

The application administrator should have Menu Driver maintenance authority only through theFile Maintenance Menu of the application.

Application users

Application users have:

Controlled access to SunGard Public Sector software applications

A user class of *USER

Limited access to the HTEGPL application and menu and security maintenancefunctions


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Overview of system administrator and application

administrator responsibilities


1. Set up user groups for the HT (HTEGPL) application.

2. Create administrative groups for applications.

Note: When you create the administrative groups for an application, you should indicate allfunctions, all menus, and all subfunctions for the specific application.

3. Add users to the system and add users to one or more HT groups.

4. Add users to the appropriate applications.

5. Turn over detailed application group administration to application administrator.


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


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F6=Display messages

F14=Work with submitted jobs

F15=Calendar

F18=Work with output

Program selection 1=Select

F4=Prompt

F12=Cancel

Setting up the HT Basic user group for application usersSunGard Public Sectors general purpose application, HTEGPL, allows all users in yourorganization access to the SunGard Public Sector Main Menu and SunGard Public Sectorapplication menus. However, it does not allow users access to security functions. These functionsare reserved for the security officers and system administrators.

Note: The HT Basic user group does not include command line authority.

Follow these steps to set up the HT Basic user group and give all users in your organizationaccess to the SunGard Public Sector Application Menu.

Note: You should be a system administrator to perform this procedure. You must activate

SunGard Public Sector's menu system before you perform this procedure.

1. Sign on to the system as QSECOFR.

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

Note: If you are using SunGard Public Sector's Select environment, type the following on acommand line to access the Menu/Security Functions Menu. Then clickOKor pressEnter.

HTEMNU HT *SELECT

3. Use the Add function.

Note: If you are using SunGard Public Sector's Select environment, use the Create option.


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4. Type HT Basic User Group in the Description field.

5. On the Add User Group screen, clickOKor press Enter.

Note: Do not change any of the preset values to Yes. You should not authorize users in theHT Basic group to all applications, all functions, all menus, or all subfunctions since allusers are part of this group.

6. Do any user names display?

If yes: Use the Enable/disable option for the users you want to add to the HT Basic usergroup.

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

If no: Proceed to step 8. You can set up users after you create the HT Basic user group.

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


8. Use the Enable/disable option forHT(HTEGPL General purpose) application.

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


10. Use the Enable/disable option for the SunGard Public Sector-supplied menus you want toauthorize users to.

Warning: The Menu/Security Functions Menu is used for maintaining your applicationsecurity. Do not authorize the user group to this menu.

Result: Users in the HT Basic user group are authorized to the menus you select.


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


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

1=Select

F4=Prompt

F12=Cancel

Note: Do not authorize this group to "F9=Command line" and "F12=User options."28. ClickOKor press Enter.

29. Select Exit.

Functions and subfunctions for the application

administrator group in HTEGPL

In addition to the functions for application users, you should make the following functions andsubfunctions available to application administrators. Follow the steps in Setting up anHTEGPL application administratoruser 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


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11=Additional security

F3=Exit

F5=Refresh

F17=Subset

User authorized user groups 1=Enable/disable

7=Users

F3=Exit

F5=Refresh

F12=Cancel

F17=Subset

User group authorized functions 1=Enable/disable

7=Subfunctions

F3=Exit

F5=Refresh

F12=Cancel

F17=Subset

User group authorized menu options 1=Enable/disable

7=Subfunctions

F3=Exit

F5=Refresh

F12=Cancel

User group authorized menus 1=Enable/disable

7=Menu options

F3=Exit


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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 HT application administrator user groupFollow these steps to set up an application administrator.

Note: You should be a system administrator to perform this procedure. You must activateSunGard Public Sector's menu system (NaviLine only) and SunGard Public Sector's menusystem (Select only)before you perform this procedure.

http://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes_Select.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htmhttp://localhost/var/www/apps/Content/NaviLine/MenuDriver/adding_application_codes.htm


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12. Use the Enable/disable option to authorize the application administrator to the followingsubfunctions:

1=Select

5=Display

F12=Cancel

F17=Subset

Note: Do not authorize the application administrator to "F14=Maintenance."


14. Use the Enable/disable option to authorize the application administrator to Specific usergroups.

15. Use the Subfunctions option forSpecific user groups.


1=Create2=Change

5=Display

7=Users

9=Functions

10=Menus

F3=Exit

F5=Refresh

Note: Do not authorize the application administrator to "4=Remove group fromapplication."


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

19. Use the Subfunctions option forSpecific users.


5=Display

7=User groups

11=Additional security

F3=Exit

F5=RefreshF17=Subset

Note: Do not authorize the application administrator to the following subfunctions:

1=Add user to application

2=Change

4=Remove user from application


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9=Functions

10=Menus


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

authorized user groups.23. Use the Subfunctions option forUser authorized user groups.


1=Enable/disable

7=Users

F3=Exit

F5=Refresh

F12=Cancel

F17=Subset


26. Use the Enable/disable option to authorize the application administrator to User groupauthorized functions.

27. Use the Subfunctions option forUser group authorized functions.


1=Enable/disable

7=Subfunctions

F3=ExitF5=Refresh

F12=Cancel

F17=Subset


30. Use the Enable/disable option to authorize the application administrator to User groupauthorized menu options.

31. Use the Subfunctions option forUser group authorized menu options.


1=Enable/disable

7=Subfunctions

F3=Exit

F5=Refresh

F12=Cancel



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34. Use the Enable/disable option to authorize the application administrator to User groupauthorized menus.

35. Use the Subfunctions option forUser group authorized menus.


1=Enable/disable

7=Menu options

F3=Exit

F5=Refresh

F12=Cancel

F17=Subset


38. Use the Enable/disable option to authorize the application administrator to User groupauthorized subfunctions.

39. Use the Subfunctions option forUser group authorized subfunctions.


1=Enable/disable

F3=Exit

F5=Refresh

F12=Cancel

F17=Subset


42. Use the Enable/disable option to authorize the application administrator to User groupauthorized users.

43. Use the Subfunctions option forUser group authorized users.


1=Enable/disable

7=User groups

F3=Exit

F5=Refresh

F10=Reverse orderF12=Cancel

F15=Display by name/ID

F17=Subset



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46. Use the Enable/disable option to authorize the application administrator to User groupsecurity listing.

47. Select Exit.

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


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

Note: If you are using SunGard Public Sector's Select environment, type the following on acommand to access the Menu/Security Functions Menu. Then clickOKor press Enter.

HTEMNU HT *SELECT

3. ClickAdd.

Note: If you are using SunGard Public Sector's Select environment, use the Create option.4. Type a name you want to use to identify the group in the blankDescription field.

Note: SunGard Public Sector recommends that you start the name of the user group with theapplication code. For example, if you are setting up a user group for Building Permits, startthe name of the user group with "BP." That way all user groups for an application displaytogether.

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

Note: SunGard Public Sector recommends that you indicate No. Application administratorsshould determine who has access to specific applications.

6. Indicate whether you want to give the users in this user group authority to all functions.

Note: If you indicate No, you must specify the functions you want the user group to haveauthority to.

7. Indicate whether you want to give the users in this user group authority to all menus.

Note: If you indicate No, you must specify the menus you want the user group to haveauthority to.


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

Note: If you indicate No, you must specify the subfunctions you want the user group to haveauthority to.


10. Do you have users set up on your system whom you want to add to this user group?

If yes: Use the Enable/disable option for the users you want to include in this usergroup.

Result: A selection symbol (>) displays next to the users who are part of the user groupyou created.

If no: Proceed to step 12.


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

If yes: Proceed to step 14.

If no: Use the Enable/disable option for the applications you want to authorize the usergroup to.

Result: A ">" displays next to the applications you added authority to. The status ofthese items changes to "Group authorized."


14. 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 groupto.

Result: A ">" displays next to the menus you added authority to. The status of theseitems changes to "Group authorized."



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


If no: Use the Enable/disable option for the functions you want to authorize the usergroup to.

Result: A ">" displays next to the functions you added authority to. The status of theseitems changes to "Group authorized."

Note: Make sure you authorize the user group to the application name functions. Forexample, if you authorized the user group to Purchasing/Inventory, you must give theuser group authorization to the Purchasing/Inventory function.


18. 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 ofthese items changes to "Group authorized."


20. Select Exit.

Adding users to the System i5

When you set up user authority, the system administrator is the only person who should have

authority to all applications, all functions, all menus, and all subfunctions.Note: The system administrator adds users to applications, and the application administratorassigns the users to application user groups.

Follow these steps to set up a user in SunGard Public Sectors menu system.


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


HTEMNU HT *SELECT

3. Select the blankUser ID field.

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

5. Type the users name in the Description field.

Tip: You should use the same format for all users you set up. (Last name then first name orfirst name then last name and so forth.)


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7. Type HT in the Initial application field.

8. In the Initial menu field select HTE, Inc. Application Menu.

9. In the Show non-authorized menu options field, indicate whether you want the user you

are setting up to view menu options he or she is not authorized to access.

10. Indicate No in the following fields:

All applications

All functions

All menus

All subfunctions

Note: Indicate Yes in these fields only if you are setting up a security administrator.

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

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


13. Make sure that HTINLPGM displays in the Initial program to call field.

Note: If you had a previous System i5 system, be careful not to override any settings thatpertain to that system.


15. Select the HT Basic user group.

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


Result: A selection symbol (>) displays next to the HT Basic user group. The statuschanges to "User authorized."


18. Repeat step 3-17 for each user you want to set up in the HT Basic user group.

19. Select Exit.


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Lesson Review

Lets review Role of the System Administrator.

1. Which two user profiles are already set up on the system?

2. Which user profile should control security across all SunGard Public Sector applications?

3. Should application users have unlimited access to HTEGPL?


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Menu Driver Role of the Application Administrator


Role of the Application Administrator

The application administrator should be responsible for controlling access to a specificapplication. Once a user is set up in the SunGard Public Sector menu system by the systemadministrator, the application administrator should set up the user in the appropriate SunGardPublic Sector application. The application administrator should be responsible for:


Adding users to an applications user groups

The application administrator should have Menu Driver maintenance authority only through thefile maintenance menu of the application.

Overview of users and user groups

Menu Driver user profiles combine System i5 user profile information with SunGard PublicSector user information. The System i5 user profile information is created automatically by theUser Maintenance program.

Note: The system administrator sets up users in the system. Application administratorsshould 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, themembers of a department can be assigned to a user group indicated by the department name. Auser group can be authorized to certain programs or functions within the system, and one usercan be authorized to more than one user group.

You should limit the number of applications that you authorize a group to, and you should notcreate a group that has authority to all applications. System administrators should be the onlygroup authorized to all applications.


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 multipleapplications, 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 blankDescription field.

Note: SunGard Public Sector recommends that you start the name of the user group with theapplication code. For example, if you are setting up a user group for Building Permits, startthe name of the user group with "BP." That way all user groups for an application displaytogether.

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


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Role of the Application Administrator Menu Driver


4. Indicate whether you want to give the users in this user group authority to all functions inthe All functions field.

Note: If you indicate No, you must specify the functions you want the user group to haveauthority to.

5. Indicate whether you want to give the users in this user group authority to all menus in theAll menus field.

Note: If you indicate No, you must specify the menus you want the user group to haveauthority to.

6. Indicate whether you want to give the users in this user group authority to all subfunctionsin the All subfunctions field.

Note: If you indicate No, you must specify the subfunctions you want the user group to haveauthority 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 groupyou created.

Note: You can change the list of users assigned to the user group by using theEnable/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 theseitems 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 usergroup to.

Result: A ">" displays next to the functions you added authority to. The status of theseitems changes to "Group authorized."

Note: Make sure you authorize the user group to the function that has the same name asthe application you are working with. For example, if you are setting up a user group forPurchasing/Inventory, you must give the user group authorization to thePurchasing/Inventory function.



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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 usergroup to.

Result: A ">" displays next to the subfunctions you added authority to. The status ofthese items changes to "Group authorized."


16. Select Exit.

Changing the list of users assigned to a user group


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 usergroup.

Result: The software application gives authority to the individual users you selected whodid not have authority. The software application removes authority from the individual usersyou selected who had authority. A selection symbol (>) displays next to those users withauthority.


5. Select Exit.

Changing user group authority to application functions andsubfunctions


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 changeauthority to. Proceed to step 5.

Result: The software application gives authority to the individual users you selected who

did not have authority. The software application removes authority from the individualusers you selected who had authority. A selection symbol (>) displays next to those userswith authority.

For subfunctions: Use the Subfunctions option for the functions you want to workwith subfunction authority for and proceed to step 4.

Note: If a function has subfunctions associated with it, "YES" displays in theSubfunctions column.


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Lesson Review

Lets review Role of the Application Administrator.

1. Can a user be authorized to more than one user group?

2. What is the only user group that should be authorized to all applications?

Lets practice...

Note: Do not perform these exercises on live data.

1. Create a user group to control authority to the Program Selection function andsubfunctions.

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 Managementapplication.

4. Create a user group with only inquiry authority in Cash Receipts.

5. Create an application administrator for GMBA.


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Role of the Application Administrator Menu Driver



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Customizing Menus Menu Driver


16. Use the Enable/disable option for the users you want to give or take away authority from.

Result: The software application changes the user authority to the selected menu anddisplays the new status of the users you enabled authority for.


18. Select Exit.

Copying a menu to substitute a main menu

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



HTEMNU HT *SELECT

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

4. Use the Copy system menu function.

5. Use the Select option for the main menu you want to copy.

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

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

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


10. Use the Enable/disable option for the user groups whose authority you want to reverse.Result: The software application changes the user group authority to the selected menu anddisplays the new status of the user groups you reversed authority for.


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

Result: The software application changes the user authority to the selected menu anddisplays the new status of the users you reversed authority for.


14. Select Exit.


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Menu Driver Customizing Menus


Changing menu information




HTEMNU HT *SELECT

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

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

5. Change the appropriate fields.


7. Select Exit.

Adding menu options

Note: When you add a menu option to a menu, you select a function or menu. Therefore,you must have already set up the function or menu you want to add as a menu option.




HTEMNU HT *SELECT

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

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

5. Use the Add function.

6. Do you want to add a function or menu as an option on this menu?

To add a function: In the Function field, type the function you want to add.

To add a menu: In the Menu field, type the menu you want to add.


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

If last: Proceed to step 8.

Note: The Sequence number field displays a sequence number that is one greater thanthe last option currently on the menu.

If in a vacant position on the menu: Press Tab to move to the Sequence numberfield. Type an unused sequence number over the preset number.

If before a specific option: Press Field Exit twice to move to the Insert beforesequence field. This also deletes the number preset in the Sequence number field.Type the number of the menu option you want the new option to precede.

If after a specific option: Press Field Exit three times to move to the Insert aftersequence field. This also deletes the number preset in the Sequence number field.Type the number of the menu option you want the new option to follow.

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

9. ClickOKor press Enter.10. Does either of the following messages display?

A menu option with this sequence already exists.

Only one of the three sequence options can be used.

If yes: Repeat steps 7-10, making sure that the:

o Number in the Sequence number field is not already used for a menu optiono Sequence number field does not contain a number if you typed a number in either

the Insert before sequence field orInsert after sequence field

o Insert before sequence field and the Insert after sequence field do not bothcontain numbersIf no: Proceed to step 11.

Result: The software application:

o Adds the selected function or menu to the options on the menuo Clears the information you typed in the fields on the Add Application Menu Option

screen

o Updates the number in the Sequence number field if appropriate11. Select Cancel.


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

If yes and you want to add subfunctions to this function: Proceed to Adding standardsubfunctions.

If yes and you do not want to add subfunctions to this function: ClickOKor press

Enter.If no: Proceed to step 17.

17. Select Exit.
http://localhost/var/www/apps/Content/NaviLine/FunctionsSubfunctions/adding_standards_subfunctions.htmhttp://localhost/var/www/apps/Content/NaviLine/FunctionsSubfunctions/adding_standards_subfunctions.htmhttp://localhost/var/www/apps/Content/NaviLine/FunctionsSubfunctions/adding_standards_subfunctions.htmhttp://localhost/var/www/apps/Content/NaviLine/FunctionsSubfunctions/adding_standards_subfunctions.htm


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Menu Driver Appendix A Lesson Review Answers


Appendix A Lesson Review Answers

Overview of Menu Driver

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

Menu Driver Components

1. The four components of Menu Driver are:

Applications

Menus

Functions

Subfunctions

2. The HTEGPL application is different from other SunGard Public Sector applicationsbecause it allows system administrators to access menus for all SunGard Public Sectorsoftware applications.

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 Public Sectorapplications.

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

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.

Customizing Menus

1. Only system administrators should customize menus.


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Appendix A Lesson Review Answers Menu Driver



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Menu Driver Appendix B Test Environments


Appendix B Test Environments

Overview of test environments

A test environment is a series of duplicated data and program libraries. You cannot share files orprograms between production and test environments. A test environment is usually set up to testtwo different releases of software or release updates for an existing release. The test environmentrequires a separate configuration for both the NaviLine server and the System i5 monitor. TheNaviLine test server may be configured on the same server or on a separate server that isincluded in the network. The NaviLine test monitor and libraries may reside on the sameSystem i5 with the production environment but have different monitor configurations anddifferent library names.

ConsiderationsDisk space - Test libraries take up as much disk space as the production libraries. Planon using double the amount of disk space currently being used for production beforecreating the test libraries.

Support for test environments - Since SunGard Public Sector does not consider a testenvironment required for installing software, there are additional charges associatedwith setting up and supporting this environment. SunGard Public Sector provides theprograms and documentation needed to use a test environment with the SunGard PublicSector application software. Additional support or setup assistance is billable throughthe System i5 Technical Support Group.

Refresh of test environment libraries - SunGard Public Sector does not provide aprogram to copy data from production libraries to test libraries. If you want a datarefresh, the libraries must be deleted and then restored from a recent backup.

User profiles - The user profiles set up in production at the time of the data restore areused. Any changes or additions to user profiles in the production environment must alsobe added or changed in the test environment.

Loading software to the test environment - If you load SunGard Public Sector softwareusing Implementer-Receiver, each application that is included in the test environment,including the HT application, must be set up as a test environment within Implementer-Receiver. The NaviLine test server must be updated at the same time the System i5

software is updated. For instructions about setting up the test environment withinImplementer-Receiver, please contact Distribution Services.


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Appendix B Test Environments Menu Driver


Setting up System i5 test environment libraries (Select only)

Note: In the following commands, replace XX in TAPXX with the name ofyour tapedrive.

Saving libraries


2. On the command line type SBMJOB.

3.Press F4.

4. In the Command to run field, type the following to save the libraries:

SAVLIB LIB(HTSUSR HTSMOD HTSPTF HTEUSRJ HTEMODJ HTEPTFJ

HTSDTA HTSPGM HTEDTA HTEPGM HTSSRC HTESRC) DEV(TAPxx)

UPDHST(*NO) PRECHK(*YES) ACCPTH(*YES) OUTPUT(*PRINT)

5. In the Job name field, type SAVLIB.

6. Press Enter.

Note: You must use the Save Library Listing Report to verify all of the objects have beensaved before you proceed. If something has not been saved off, you must research andcorrect the issue.

Restoring libraries

To create the test environment, you need to restore all of the necessary libraries to the same namewith the letter 'T' on the end. The required libraries are as follows:

HTSUSRT

HTSMODTHTSPTFT

HTEUSRJT

HTEMODJT

HTEPTFJT

HTSPGMT

HTSDTAT

HTEDTAT

HTEPGMT

HTSSRCT

HTESRCT

Note: The following restores are done one at a time. You can run the restores only one at atime because the tape drive can be used by only one job at a time. Your job will fail if youattempt to allocate the device while it is in use. You will receive one Restore Object ListingReport for each library you restore. Use this report to verify that all the objects have beenrestored. If a library was not restored, you must correct the issue before you proceed.

Note: In the following commands, replace XX in TAPXX with the name of your tape

drive. To submit the job, type SBMJOB. Press F4, and then type the commands listed.


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2. On a command line, type the following to restore the system base program libraryHTEPGM 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 toHTEDTAT:

RSTLIB SAVLIB(HTEDTA) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)

RSTLIB(HTEDTAT) OUTPUT(*PRINT)

5. Press Enter.

6. On a command line, type the following to restore the system base source library HTESRCto HTESRCT:

RSTLIB SAVLIB(HTESRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)RSTLIB(HTESRCT) OUTPUT(*PRINT)

7. Press Enter.

8. On a command line, type the following to restore the system base PTF library HTEPTFJ toHTEPTFJT:

RSTLIB SAVLIB(HTEPTFJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)

RSTLIB(HTEPTFJT) OUTPUT(*PRINT)

9. Press Enter.

10. On a command line, type the following to restore the user modification library HTEUSRJ to

HTEUSRJT:

RSTLIB SAVLIB(HTEUSRJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)

RSTLIB(HTEUSRJT) OUTPUT(*PRINT)

11. Press Enter.

12. On a command line, type the following to restore the modification library HTEMODJ toHTEMODJT:

RSTLIB SAVLIB(HTEMODJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)

RSTLIB(HTEMODJT) OUTPUT(*PRINT)

13. Press Enter.

14. On a command line, type the following to restore the system base program library HTSUSRto HTSUSRT:

RSTLIB SAVLIB(HTSUSR) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)

RSTLIB(HTSUSRT) OUTPUT(*PRINT)

15. Press Enter.


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16. On a command line, type the following to restore the system base program libraryHTSMOD 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 HTSPTFto 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 libraryHTSDTA 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 libraryHTSPGM 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 HTSSRCto HTSSRCT:

RSTLIB SAVLIB(HTSSRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL)RSTLIB(HTSSRCT) OUTPUT(*PRINT)

25. Press Enter.

Result: The test libraries are now created. Remember to verify that all objects have restoredbefore you continue.

Creating test users

Now that the environment is all set up, the next step is to create the TEST user profiles. Youshould create a primary profile and application profiles. Keep in mind the following items:

The primary profile (TESTUSER) is used to maintain the security in the testenvironment using menu driver.

The application profiles (GMTEST, CRTEST, CXTEST, etc) are used by your end usersto test the different applications.


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Create these profiles via the menu driver for Test.

Create these profiles with their initial program HTNAVSELT in HTSPGMT and theattention program library HTSPGMT. This allows the profiles to sign on to the testenvironment.

1. To create the user profiles for the test environment, log in as QSECOFR.2. Type the following on a command line:

CALL HTQHTECL

3. Type 4 in the Option field.

4. Press F11 for Fast Path.

5. Select the Menu/Security menu.

6. Select Users.

7. Create the profiles with the proper authority. Give the profile TESTUSER authority to all

applications, all menus, all functions, and all subfunctions. Remember, this is the profilethat maintains all of the security in the TEST environment. Only the System Administratorshould have access to this profile.

Result: The application profiles are set up to have all authority for that particularapplication. For example, GMTEST should have all authority to GM only. Your users cannow sign on and test the software.


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Menu Driver Appendix C Contacting SunGard Public Sector


Appendix C Contacting SunGard Public Sector

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

Documentation from MyNaviLine

Continuing education

Customer support line

Our customer service line is available 24 hours a day, with trained application specialistsstanding by to respond to customer calls. When an issue cannot be resolved over the telephone,SunGard Public Sector offers remote dial-up capability, which enables our application specialiststo communicate directly with your system to resolve issues quickly.

For SunGard Public Sector customer support, dial 1-800-695-6915. An automated attendant willanswer. If you know your selection, you may dial it at any time.

Note: Calls may be monitored to ensure SunGard Public Sector's quality standards are met.

Documentation from MyNaviLine

The most recent copies of SunGard Public Sectors user documentation are available free ofcharge on SunGard Public Sector's customer web site, MyNaviLine. The types of documentationavailable on MyNaviLine include:

What's New documents - The What's New documents contain a list of enhancements fora particular release.

Year end documentation - The year end documentation includes an installation guide fordownloading and installing the Year End (YE) application as well as instructions forcreating W2s and 1099s and other year-end processes.

Training manuals - Each training manual is a printable manual intended for trainingnew users or refreshing an experienced user's application skills.

Online user guide - The online user guide is SunGard Public Sector's recommendedreference guide and the first point of reference for application questions. You can view itusing most Internet browsers, but SunGard Public Sector recommends you use

Microsoft's Internet Explorer. To begin using the help, navigate to the location whereyou installed the help and click "Start.htm."

Additional documentation - MyNaviLine contains many additional documents that covercommon problem areas or frequently asked questions.


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Appendix C Contacting SunGard Public Sector Menu Driver


To download documentation from MyNaviLine, follow these steps:

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

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

3. ClickGO.

4. Click the open book on the toolbar.

5. On the alphabet line, click the letter that corresponds to the application you want to workwith. The documentation is organized in alphabetical order by each application's two-letterapplication code. ClickSort by Product Name to search

version 3[1].0 cad400 dispatcher training manual

Documents