Overview of Application Manager - BluJay Solutionslegacydocs.kewill.com/documentation/cargopoint...Overview The Application Manager allows you to view the details of each user. In

Overview of Application Manager

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Copyright © 2004 TradePoint Systems LLC


Application Manager

Overview The Application Manager section includes the following:

• Logging in to Application Manager through Application INI file

• How To Explore Users and Company/Branches

• How To Add a User or Branch/Department

• How to Add a New Company

• How to View a User’s Details after it has been entered

• How to Assign a User to a Company

• Assigning Roles and Granting Privileges Overview

• How to Grant Privileges to a User

• List of Privileges Available

• How to Create a New Role

• How to Assign Roles to a User

• How to Add Network Log-on to PC

• How to Clear Locks


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Logging in to Application Manager

Logging in to Application Manager

Overview To add or modify users and company/branches, you must log in to the system through the Application Manager.

Procedure The following table describes the steps involved in logging in to the Application Manager.

Step Action Comment

1 To begin, double-click on the Application Manager icon.

The Application Manager window will display.


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Application Manager window:

Step Action Comment

2 • If this is the first time you are logging in: Select the Through Application INI file option from the Initialize menu.

• If this is not the first time you are logging in: Select the Direct Login option from the Initialize menu.

• If you selected the Through Application INI file option, the Select INI file window will display.

• If you selected the Direct Login option from the Initialize menu, the Application Manager Login Dialog window will display. (Skip to step 4).


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Select INI file window:

Step Action Comment

3 The path to the INI file is usually:

C:\TPS\AppPerm\CHB.ini

The Application Manager Login Dialog window will display.

If you have any difficulties finding the ini or if the application fails to initialize, please contact Support at 800-258-6363 for assistance.


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Application Manager Login Dialog window:

Step Action Comment

4 On the Application Manager Login Dialog window, select the correct Headquarter from the drop-down list. The user name will default from the most recent login. Generally, no password is required. See your System Administrator for assistance if you have questions about the password.

You are successfully logged in to the Application Manager.


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Application Manager window:


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Previous File

How to Add a User or Branch/Department

How to Add a User or Branch/Department

Overview To add or modify users and company/branches, you must first display the company and its users (see instructions in the How to Explore Users and Company/Branches section).

Procedure The following table describes the steps involved in adding a user to the company.

Step Action Comment

1 From the CargoPoint Application window, select the User option from the File/New menu.

Note the following:

• If the head company is selected, the Department option will not be available (grayed out).

• If a branch/company is selected, the Company option will not be available (grayed out).

• If a department is selected, neither the Company nor the Department will be


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Step Action Comment

available (both grayed out).

• If the Company and/or Department options are selected, the New Company form will display.

When you select User, the New User form will display.

New User form:

Step Action Comment

2 Fill in the New User form by entering the user name. All other information is optional.

When you are done, click on the OK button.

The new user will be added to the company.

Note: The first initial and the last name are used in most of the CHB software. The entire name is used in other places, such as the AR Invoice.

Note: An email address is necessary for the Email option for printing to function.


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CargoPoint Application Manager window showing Branch info:

Step Action Comment

3 Double-click on a branch to display the users and departments attached to the branch.

The users and department attached to the branch will display in the window to the right.

To modify a user details, see the How to View User Detail section.


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How to Add a New Company

How to Add a New Company

Overview To add or modify company information, you must first display the existing companies (see instructions in the How to Explore Users and Company/Branches section).

Procedure The following table describes the steps involved in adding a new company.

Step Action Comment

1 From the CargoPoint Application window, select the Company option from the File > New menu.

Note: The Company must already have been added to the Clients tables in General Table Maintenance.

Note the following:

• If the head company is selected, the Department option will not be available (grayed out).

• If a branch/company is selected, the Company option will not be available (grayed out).

• If a department is selected, neither the Company nor the Department will be available (both grayed out).


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Step Action Comment

• If the Company and/or Department options are selected, the New Company form will display.

When you select Company, the New Company Info window will display.

2 In the Code field, enter the Company/ Department code (up to 12 alphanumeric characters) and in the Name field, enter the Company/Department name or description.

A code may be selected from the available Clients list and then clicking the Red Arrow

selection button.

When you are done, click on the OK button.

Note: See the Accounting Manager Adding a Security Login Company section for instructions on how to link the added security login company/branch/department to an Accounting Center.


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How to View User Details

How to View User Details

Overview The Application Manager allows you to view the details of each user. In order to view the user detail, you must first display the company and its users.

Procedure The following table describes the steps involved in viewing a user detail.

Step Action Comment

1 To begin, select Users option from the View menu.

The list of users for the company will display.


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CargoPoint Application Manager window showing list of View > Users:

Step Action Comment

2 Right Click on the user whose information you would like to view.

The Right-Click options menu will display.


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CargoPoint Application Manager window showing Right-Click options menu:

Step Action Comment

3 Select Properties from the Right-Click options menu.

The User Properties form will display.


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User Properties form:

Step Action Comment

4 You may add or modify the information on the form. If a change has been made click on the OK button to save the change.

Note: If a change has been made, the OK button may not be clicked until the old password has been entered. If the old

password is unknown, click the < button (to the right of the Old Password field) and the old password will automatically be entered in the Old Password field.

Dialog window:


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Step Action Comment

5 If you made a change, the program will respond with a dialog box indicating the change has been successful. Click on the OK button to continue.

You will be returned to the Cargo Application Manager window.


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How to Assign a User to a Company

How to Assign a User to a Company

Overview Once a user has been added to the system, it must be assigned to a company/ branch/ department. To begin, select the company/branch/department. The users will display.

Procedure The following table describes the steps involved in assigning a user to a company.

Step Action Comment

1 Right Click on the company. The Right-Click options menu will display.

2 Select Add User from the Right-Click options menu.

The Add User form will display.


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Add User form:

Step Action Comment

3 Select a user from the Remaining users list and click the Add user button.

As you click on the Add user button, the user will be assigned to the company.

4 Once all the appropriate users have been added, click on the Close button.

You will be returned to the previous screen.


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Assigning Roles and Granting Privileges

Assigning Roles and Granting Privileges

Overview Once the users have been added, they must be given roles and privileges to determine which capabilities they will have within the system.

• Privileges are the actual capabilities the user may have.

• Roles are packages of privileges that can ease the management of what’s allowed and what’s not allowed for specific groups of users.

In this section we include the following:

• List of Privileges available

• How to Grant Privileges to a User

• How to Create a New Role

• How to Assign Roles to a User


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How to Grant Privileges to a User

How to Grant Privileges to a User

Overview To grant privileges to a user, you must first display the company and its users.

Once the privileges have been granted, the users will only be able to log into the company/ branch/ department they were added to, and only to the software applications to which the granted privileges apply.

Procedure The following table describes the steps involved in granting privileges to a user.

Step Action Comment

1 Right Click on the user. The Right-Click options menu will display.

2 Select Grant privilege from the Right-Click options menu.

The Grant Privilege window will display.


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Grant Privilege window:

Step Action Comment

3 The screen will display the remaining privileges available to the user. Select a privilege from the Remaining privileges list and click the Grant button.

If you would like the user to be granted all the remaining privileges, click on the Grant All button.

As you click on the Grant button, the privilege will be given to the user. The program will keep track of remaining privileges not yet granted to the user and you can continue selecting specific privileges.

To grant all privileges, click on the Grant All button.

4 Once all the appropriate privileges have been granted, click on the Close button.



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Sample of Privileges:

Overview Note: When a user is selected on the left side of the display, its roles and privileges will display on the right side.

Once the privileges have been granted, the users will only be able to log into the company/ branch/ department they were added to, and only to the software applications to which the granted privileges apply.

[For a complete list of Privileges available, see List of Privileges Available section.]


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List of Privileges Available

Privileges

Note: This is a sampling of privileges. Your list may contain more or fewer, depending on how your system is set up.

• Access to Aii

• Access to Break Bulk

• Access to CHB

• Access to EDI – CHB

• Accounting Access

• Accounting Center Profile Setup

• Accounting enters Setup

• Add Air CHB Entry

• Add Air Shipments

• Add Non-Air CBH Entry

• Add Non-Air Shipments

• Add user

• Add/Edit General Tables

• Add/Edit System Tables

• Assign Role User

• CGP Report Access

• Change Salesrep

• Change user password

• Create company

• Create department

• Create Role

• Create User

• Credit Hold

• Delete Break Bulk Shipment

• Delete CHB Entry

• Delete company


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• Delete department

• Delete Role

• Delete User

• Edit Air CBH Entry

• Edit Air Shipments

• Edit Non-Air CHB Entry

• Edit Non-Air Shipments

• Grant Privilege Role

• Grant Privilege User

• Launch ABI Server

• Launch AES Server

• Launch AMS Server

• Open/Close Accounting Periods

• Operational side Invoice Creation

• Remove User

• Revoke Privilege by Role

• Revoke Privilege by User

• Revoke Role by User

• Security Access

• Transfer BB2CHB (Air)

• Transfer BB2CHB (Non-Air)


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How to Create a New Role

How to Create a New Role

Overview A role is a package of privileges. Bundling privileges into standard roles can ease the management of users. For example, if all air export department users are given the following privileges

• To add air shipments,

• To add and edit general clients,

• To add and edit system clients,

• To edit air shipments, and

• To create operational side invoices,

Then this group of privileges can be bundled into the role of “Air Export User”. Once the role is created, it can be assigned to users that will automatically grant the group of privileges listed above.

Procedure The following table describes the steps involved in creating a new role and assigning privileges to it.


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Step Action Comment

1 Select Role from the File > New menu. The New Role pop-up window will display.

New Role pop-up window:

Step Action Comment

2 Enter the name of the new role.

3 Click on the OK button. You will be returned to the CargoPoint Application Manager window.


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View Role menu window:

Step Action Comment

4 From the CargoPoint Application Manager, select Roles from the View menu.

The View Roles window will display.


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View Roles window:

Step Action Comment

5 Right Click on the role to which you would like to add privileges.

The Right-Click options menu displays.


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Roles Right-Click Options menu:

Step Action Comment

6 Select Grant Privileges from the Right-Click options menu.

The Grant privilege (to Role) window will display.


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Grant privilege (to Role) window:

Step Action Comment

7 Select the privilege(s) you want to grant to the role. Click on Grant.

If you would like to grant all remaining privileges to the role, click on Grant All.

As you click on the Grant button, the privilege will be added to the role. The program will keep track of remaining privileges not yet granted to the role and you can continue selecting specific privileges.

To grant all privileges, click on the Grant All button.

8 Once all the appropriate privileges have been granted, click on the Close button.



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How to Assign Roles to a User

How to Assign Roles to a User

Overview A role is a package of privileges. Bundling privileges into standard roles can ease the management of users. For example, if all air export department users are given the following privileges

• To add air shipments,

• To add and edit general clients,

• To add and edit system clients,

• To edit air shipments, and

• To create operational side invoices,

Then this group of privileges can be bundled into the role of “Air Export User”. Once the role is created, it can be assigned to users that will automatically grant the group of privileges listed above.

Procedure The following table describes the steps involved in assigning roles to a user. To assign roles to a user, you must first display the company and its users and select the user.


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Step Action Comment

1 Right Click on the user. The Right-Click options menu will display.

2 Select Assign Role from the Right-Click options menu.

The Assign Role window will display.


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Assign Role window:

Step Action Comment

3 The screen will display the remaining roles available to the user. Select a role from the Remaining roles list and click the Assign button.

If you would like the user to be assigned all the remaining roles, click on the Assign All button.

As you click on the Assign button, the role will be assigned to the user. The program will keep track of remaining roles not yet assigned to the user and you can continue selecting specific roles.

To assign all roles to a user, click on the Assign All button.

4 Once all the appropriate roles have been assigned, click on the Close button.



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How to Add Network Logon to PC

How to Add Network Logon to PC

Overview If your new user is also a new network user, you will need to add him/her to the PC setup.

Caution: Please see your System Administrator for this function whenever possible.

Procedure The following table describes the steps involved in adding network logon to the PC, assuming that you are replacing a user on the PC that was previously used for CargoPoint.

Step Action Comment

1 On the PC, go to c:\TPS\UserPerm and find the old PC logon user name.

Example: Old name was JoyT.

2 Rename the folder to the new logon user name.

Example c:\TPS\UserPerm\JoyT is renamed to c:\TPS\UserPerm\DougG


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Step Action Comment

3 Go to ODBC Connections. ODBC Connections can be accessed by selecting ODBC Data Sources from the Control Panel.

The ODBC Data Source Administrator window will display.

ODBC Data Source Administrator:

Step Action Comment

4 Remove the BAM_Access and EXP_Access connections from the System DNS listings by selecting them and clicking the Remove button.

The selected items will be removed.

5 Add BAM_Access and EXP_Access back by clicking on Add, Microsoft Access Drivers (.mdb).

6 Highlight BAM_Access and click on Configure.

The ODBC Microsoft Access Setup window will display.


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ODBC Microsoft Access Setup:

Step Action Comment

7 Type in BAM_Access as the Data Source name and then click on Select.

The Select Database window will display.


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Select Database:

Step Action Comment

8 Point the connection to c:\TPS\UserPerm\BAMREP\forms97.mdb

9 Click on the OK button.

10 Do the same for the new EXP_Access (e.g., steps 5 – 9) pointing it to c:\TPS\UserPerm\Export\forms97.mdb

11 Click on the OK button.


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How to Clear Locks

How to Clear Locks

Overview The Application Manager allows you to clear duplicate users and locks from the CargoPoint application software.

When you display the User/Locks window, scroll over to the right to see the time stamp. If the time stamp is not current, you should delete the record. You can also delete any records, on any screen, that are connected to a specific file or transaction that is locked.

Note: Deleting a lock may cause a user to be knocked off the system, so use caution.

Procedure The following table describes the steps involved in clearing locks.

Step Action Comment

1 To begin, select Users and Locks option from the Framework menu.

The Users/Locks window will display.


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Users/Locks Window:

Buttons Along the top of the window are several buttons:

Users – Click on this button to see users logged into CargoPoint applications.

A.Locks – Click on this button to see locks on applications.

Locks – Click on this button to see general locks.

Refresh – Click on this button to refresh the list.

Close – Click on this button to return to the CargoPoint Application Manager window.

Delete Record – Select a record and click on this button to remove the record (user or lock).

Users Locks Window Click on Users button to see the user locks.

Step Action Comment

2 On the Users Locks window, to delete a lock, select the record and click on the Delete Record button.

The record will be removed.


3 When you are finished clearing locks, click the Close button.

You will be returned to the CargoPoint Application Manager window.


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Application Locks Window:

Application Locks Window

Click on A.Locks button to see the locks on applications.

Step Action Comment

4 On the Application Locks window, to delete a lock, select the record and click on the Delete Record button.






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General Locks Window:

General Locks Window Click on the Locks button to display the general locks on the system.

Step Action Comment

6 On the General Locks window, to delete a lock, select the record and click on the Delete Record button.





Procedure for clearing ALL system locks at once.

1. Sign into Accounting Manager.

2. Select System > Clear Locks.

Note: Users may lose data if they don’t close files prior to this method of clearing all locks.

Note: You may need to restart your ABI after clearing all locks.

Documents

Overview of Application Manager - BluJay Solutionslegacydocs.kewill.com/documentation/cargopoint...Overview The Application Manager allows you to view the details of each user. In