Menu Driver Training Manual

SunGard Public Sector 1000 Business Center Drive Lake Mary, Florida 32746

Phone: (800) 695-6915 Fax: (407) 304-1005 Web site: http://www.sungardps.com © 1981 - 2010 SunGard Public Sector Inc. All Rights Reserved This document is covered by copyright. All rights reserved. SunGard Public Sector grants permission to the SunGard Public Sector customer to whom it was sent to copy any part of this document for internal use only. It may be reproduced for use only by the party to whom it is sent directly by SunGard Public Sector for internal use only. It may not be reproduced in any other from or by any means, graphical, electronic or mechanical, including photocopying, recording, taping, or information and retrieval system, or used by or distributed to any third party without written permission of SunGard Public Sector. SunGard Public Sector reserves the right to modify or revise all or part of this document without notice.

Printed in the U.S.A.

Table of Contents
Introductory Materials ........................................................................................................... 1 Training overview............................................................................................................... 1 Objectives ........................................................................................................................ 1 Who should attend? ......................................................................................................... 1 What should you bring? .................................................................................................. 1 Agenda ................................................................................................................................ 2 Start using SunGard Public Sector's online help ................................................................ 2 What is online help? ........................................................................................................ 2 How do I use the online help? ......................................................................................... 3 Benefits of online help .................................................................................................... 3 Overview of Menu Driver ...................................................................................................... 5 The HT (HTEGPL) application....................................................................................... 5 Overview of program selection .......................................................................................... 6 Starting Menu Driver (Select only) .................................................................................... 7 Commands....................................................................................................................... 7 User initial program ........................................................................................................ 7 Lesson Review ....................................................................................................................... 8 Menu Driver Components...................................................................................................... 9 The HTEGPL application ................................................................................................... 9 Signing on to the system ..................................................................................................... 9 Application codes ............................................................................................................... 9 Overview of menus ........................................................................................................... 11 Overview of functions ...................................................................................................... 11 Determining the function you are working with .............................................................. 11 Overview of subfunctions ................................................................................................. 12 Selecting functions to work with ...................................................................................... 12 Lesson Review ..................................................................................................................... 13 Role of the System Administrator........................................................................................ 15 Overview of software security .......................................................................................... 15 Levels of security .......................................................................................................... 15 Security officer (QSECOFR) ........................................................................................ 16

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... 37 Removing user authority from a software application ............................................................................................... 18 Functions and subfunctions for HTEGPL application users ....................................................................................... 16 System administrator .............. 47 Appendix A Lesson Review Answers ............................................................................................................................................................................................................................................................................................................................ 43 Adding menu options......................................QHTE ................ 45 Lesson Review ........................................................................ 18 Application administrator ........................... 49 ii .......................................... 24 Setting up application administrator user groups ............ 43 Adding functions and function security................. 31 Lesson Review ........... 16 Application administrator ................................ 41 Adding menus .............................................................................................. 49 Role of the System Administrator ..................................................................................................................... 35 Overview of users and user groups....................................................................................... 37 Changing user group authority to application functions and subfunctions ..... 17 Overview of system administrator and application administrator responsibilities....................................................................................................................................................................... 22 Setting up an HT application administrator user group ...................... 19 Functions and subfunctions for the application administrator group in HTEGPL ...................... 33 Role of the Application Administrator ..................................................... 35 Changing the list of users assigned to a user group ......................................... 18 System administrator ............ 17 Application users ...................... 39 Customizing Menus ................................................................................................................................................................................................ 35 Setting up application user groups.................................................................. 38 Lesson Review ............................................................................................................................. 18 Setting up the HT Basic user group for application users ................................................................................................................................................................................................. 49 Role of the Application Administrator ......................................................................................................................... 41 Copying a menu to substitute a main menu ................................................................................................................................................................. 29 Adding users to the System i5 .................................................................................................................. 49 Overview of Menu Driver ............. 42 Changing menu information ........................................ 49 Menu Driver Components ..............................................................................................................................................................................................................................

................................................................................. 49 Appendix B Test Environments ...................... 54 Saving libraries ..................................................................................................................................................................................................................................................................... 59 Customer support line ... 52 Restoring libraries ................................................................................................ 51 Setting up System i5 test environment libraries (NaviLine only) ........................................ 60 Glossary ................................................................................................................................ 56 Appendix C Contacting SunGard Public Sector ............................................................................................................................................................................................................. 59 Continuing education .............................................................................................................. 63 Index ............................................................... 54 Creating test users .........................................................................................Customizing Menus ...................... 52 Setting up System i5 test environment libraries (Select only)....................................................................................................................................... 51 Considerations ................ 52 Saving libraries ................................................................................................................................. 51 Overview of test environments ......................... 67 iii .................. 54 Restoring libraries ............................................. 59 Documentation from MyNaviLine ..............................................................................................................................................

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functions. The procedures in this guide are also in your online help. SunGard Public Sector provides comprehensive online help for your ongoing reference and refresher needs. up-to-date instructions for using your SunGard Public Sector software. Objectives By the end of the training sessions. Throughout this manual you will see references to related online help sections that you should refer to. and subfunctions Add users to the SunGard Public Sector System and to applications Set up user groups Set up security levels Set up test and multiple environments Use the online help Who should attend? SunGard Public Sector recommends that the following personnel attend: System administrators who will be authorizing users to the System i5 and setting up user groups Application administrators who will be authorizing users to applications and functions What should you bring? The majority of your training is hands-on. you will be able to: Add menus. These references are noted by an icon.Menu Driver Introductory Materials Introductory Materials Training overview Menu Driver training takes place during one visit that lasts one or two days. since it will always include the most comprehensive. SunGard Public Sector recommends that you train your employees to utilize the online help. using a computer screen and keyboard. This manual is intended to lead you through your SunGard Public Sector training classes. SunGard Public Sector recommends that you also bring the following items to each training session: This training manual Materials for taking notes SunGard Public Sector 1 .

functions. Menu Driver components HTEGPL application Overview of menus. Checklists . or yearly basis. and subfunctions Determining the function you are working with Selecting functions to work with 3. Overviews .Broad procedures that can be used on a weekly.Brief descriptions of enhancements to the latest release of the software. such as: What’s New .Background and conceptual information. 2 SunGard Public Sector . including examples to help illustrate concepts. Procedures . 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.Introductory Materials Menu Driver Agenda 1. 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. Overview of Menu Driver "Program selection" feature Starting Menu Driver 2.Step-by-step instructions for how to perform basic job tasks. Checklists can help remind you of steps that need to be taken at a certain time. Role of the system administrator Security levels Making the HTEGPL application available to users Setting up application administrators Setting up user groups Adding users to the System i5 4. monthly.

you can use the buttons in the lower left corner of the help screen.Tools that help you locate information online quickly and easily. double-click the Help icon located on your desktop. When new features are developed or changes are made to the software. You don’t have to fumble with insert pages when you receive a software update. You also can select the Help menu. the help can be updated quickly. Benefits of online help Unlike a paper manual.Menu Driver Introductory Materials Frequently Asked Questions .Answers to questions that customers most often ask. Familiar browser-style format means you don’t have to learn how to use a new online help format. To locate sections. Contents and Index . Software updates automatically include updated online help. then select one of the following: Contents and Index – Table of contents and index for the entire Help document. click the question mark icon located on the toolbar. refer to the Multimedia Demonstrations book in the online help. The help is always current. Window Level – Instructions and field definitions for the screen you are working with. There you will find a short video that walks you through how to find information using the online help. To access your NaviLine online help. all your employees can use the help at the same time. SunGard Public Sector 3 . Full-text search capability makes it easy to search the entire online help for a single word or phrase. How do I use the online help? To access your Select online help. For detailed information about how to use the online help.

Introductory Materials Menu Driver 4 SunGard Public Sector .

and menus. and subfunctions. You give user groups authority to work with features and functions of software applications. user groups.A SunGard Public Sector software program. Menus . Menu Driver is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications. For example. Subfunctions also provide additional application security.Menu Driver Overview of Menu Driver Overview of Menu Driver Menu Driver is a SunGard Public Sector application that allows you to control who uses applications.Each application has a set of system menus that SunGard Public Sector sends with the application. You can use Menu Driver to set up and maintain users. The four components of Menu Driver are: Applications . subfunctions. functions. These system menus access the standard functions for the application you are using.Subfunctions are functions that perform operations on other functions. The HT (HTEGPL) application Menu Driver uses an application called HTEGPL to control basic functions such as: Menus and functions Function keys The "program selection" feature You also use the HTEGPL application to control the use of menu screens and access to the command line. You can copy any of these menus and modify them as a user menu. Functions . Only the system administrator should be authorized to everything. You can also use Menu Driver to customize menus by setting up your own menu and adding existing menus as menu options. such Cash Receipts or Building Permits. you use the Add subfunction to add the File Maintenance Menu to your main menu. functions. You use the Delete subfunction to remove the Meter Functions Menu from the main menu. Functions include SunGard Public Sector software menu options that allow you to perform actions necessary to the basic use of the software application. SunGard Public Sector also creates menus and functions and sends them with each update of the software applications.A function may be a standard or even a mandatory use of the software application. menus. SunGard Public Sector 5 . Subfunctions .

This saves time by allowing access to different functions at the same time. The software application displays a list of all available FM functions. you specify the software application to which the function belongs. When you use the Prompt function. the system displays a list of functions for the software application you specified. You use these functions during work sessions to perform software tasks. If the function you want is not on your list of previously used functions or you do not know the exact function name. To select a function.Overview of Menu Driver Menu Driver Overview of program selection Menu Driver has a feature called "program selection. the system retrieves the function or displays a list of functions starting with the letters you typed. By creating a list of functions for your work session. You can type all or part of the function name. Functions are menu options you use to accomplish tasks. You can keep several functions open as you work to create a "multi-tasking" environment. When you finish work with each function. First. You click Shortcut or press Escape or Attention to display the Program Selection window." which allows access to all authorized functions and programs across all applications. You can select the function you want from this list. you can move easily from one function to another. you specify the software application and the function. Example: You want to print an Actual Costs Report in the Fleet Management (FM) software application. You just select the function from your list. Once you add a function to your list. You can type the software application or select it. and the software application retrieves the function for you to work with. You can use the "program selection" feature to select functions you want to work with. 6 SunGard Public Sector . the system retrieves the function you want to work with. You can select the function from this list. Your organization can also define custom functions. If you type the entire function name. If you type a partial function name. You type FM in the Application field. you can easily return to it by selecting it with the "program selection" feature. You do not have to select or type the function you want to work with. you can add it to your function list for use later in your work session. You use the Prompt function. 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. 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. The "program selection" feature creates a list of functions you select during your work session. You select Actual Costs Report from the list. The cursor automatically moves to the Function field. you can select it.

the previous function is added to your list. If you do. You can select previously used functions later in your work session. HTEMNU XX *SELECT Replace "XX" in the above command with the two-letter application designator to display the selection of menus for that application. Commands HTEMNU HT *SELECT Use this command to begin working with Menu Driver and go directly to other applications and menus. the system returns you to where you were in the function before you clicked Shortcut or pressed Escape or Attention. You use this program to set up the menu that displays for each user when the user signs on to the System i5. The *USER parameter determines which menu displays when you use this command. if you want to display Payroll/Personnel menus. This allows the user to access Menu Driver without typing any commands. Starting Menu Driver (Select only) You can access Menu Driver using one of three commands or the user initial program. if you want to display the main menu for Customer Information System. SunGard Public Sector 7 . User initial program The user initial program is a SunGard Public Sector program that is embedded within the System i5 user profile. since CX is the application designator for Customer Information System. For example. the system returns you to the command you used most recently.Menu Driver Overview of Menu Driver When you select a new function. For example. HTEMNU XX *FIRST Replace "XX" in the above command with the two-letter application designator of the application you want to display the main menu for. You can select any SunGard Public Sector application or menu. you type HTEMNU PR *SELECT. since PR is the two-letter code for Payroll/Personnel. If you select Cancel when the Program Selection window displays. you type HTEMNU CX *FIRST. You set up the initial application and the initial menu when you set up user information within SunGard Public Sector software.

1. does Menu Driver automatically end the function you are currently working with? 8 SunGard Public Sector . When you select a new command using the “program selection” feature.Overview of Menu Driver Menu Driver Lesson Review Let’s review Overview of Menu Driver.

type QSTUxx. Application codes Throughout the SunGard Public Sector System Online Help. Note: Your Application Specialist will tell you your student number. where "xx" is your student number.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 keys The "program selection" feature You also use HTEGPL to control the use of menu screens and access to the command line. In the Password field. 1. Signing on to the system Follow these steps to sign on to the System i5 for this training session. 3. In the User field on the Sign On screen. Below is a list of all SunGard Public Sector software applications with their application codes. you will see references to SunGard Public Sector application codes. Click OK or press Enter. type QSTUxx again. Example: QSTU18 2. Application Accounts Receivable Applicant Tracking Code MR AT Application Extended Reporting Fire Incident Reporting Code ER FI SunGard Public Sector 9 . Menu Driver is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications.

Menu Driver Components Application Building Permits Business (Occupational) Licenses Case Management Cash Receipts Code Enforcement CAD400 CAD400 Redundancy CAD IV CAD IV Redundancy CAD V Contact Management Continuing Property Records Contract Billing Courts Crackdown CRIMES Management System Customer Information System Distribution Management Document Management Services EMS Billing Emergency Medical Services Code BP OL CS CR CE C3 RD C4 RE C9 CZ CP CB CT CK CC CX LD DX EB ES Application Fire Prevention Fire Resource Activity Tracking Fires Management System Fixed Assets Fleet Management Global Financial Systems GMBA Menu Driver Code FP FR FS FA FM GF GM SunGard Public Sector General Purpose HT INFISYS Land Management Land/Parcel Management Parking Tickets Payroll/Personnel Planning and Zoning Purchasing/Inventory Real Time Pricing Special Assessments Tax Billing Utility Billing Work Orders/Facility Management MA LM LX PT PR PZ PI RT LO TX UT WF 10 SunGard Public Sector .

4.Menu Driver Menu Driver Components Overview of menus Each application has a set of system menus that SunGard Public Sector sends with the application. 7. On the Menu/Security Functions Menu. select Applications. These system menus access the standard functions for the application you are using. The title of the screen indicates whether you are working with user-defined information or SunGard Public Sector-defined information. Overview of functions SunGard Public Sector sends you each software application with a set of base functions that provide access to a program or command. Note: You need to write down only the two-letter application code and the next three numbers that display. You need to write down only BP101. use the Functions option for the application represented by the two-letter application code you wrote down. Select Exit until you return to the main menu or the Menu/Security Functions screen. 1. Click OK or press Enter. Determining the function you are working with Follow these steps to determine the function you are currently working with. Functions include SunGard Public Sector software menu options that allow you to perform actions necessary to the basic use of the software application. use the Subset function. 8. write down the code that displays in the upper left corner of your System i5 session. Use the Switch type function. Note: If you are using SunGard Public Sector's Select environment. Result: The name of the function you are working with displays. 3. On the Work with HTE Application Functions screen. In the Executes field. A function may be a standard or even a mandatory use of the software application. 6. type the code you wrote down in step 1. Write down the code that displays on the View menu. but you should not customize any SunGard Public Sectordefined menus. SunGard Public Sector 11 . you may lose your changes when you install a new version or program temporary fixes (PTFs) for the application. You can customize the user menus. Warning: If you customize SunGard Public Sector-defined information. Example: BP101IU0 displays. Note: You should be a system administrator to do this procedure. 5. On the Work with Applications screen. 2.

Menu Driver Components Menu Driver Overview of subfunctions Subfunctions are functions that perform operations on other functions. For example. You use the Delete subfunction to remove the Meter Functions Menu from the main menu. the software application displays the Calendar function. Note: If you are using SunGard Public Sector’s Select environment. you use the Add subfunction to add the File Maintenance Menu to your main menu. Use the Select option for the function you want to work with from the list on the Program Selection window. 12 SunGard Public Sector . Then proceed to step 6. type the application you want to work with. Since not all functions contain subfunctions. Result: The software application puts your current function on hold and displays the Program Selection window." 4. Subfunctions also provide additional application security. However. Type HT in the Application field. 3. If no: In the Application field. the software application displays a list of HT functions starting with the letter "C. 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. When you finish working with the selected function. When you click OK or press Enter. 2. Selecting functions to work with Follow these steps to select a function to work with from the Shortcut menu. In the Function field. Then type cal in the Function field. Click Shortcut. Does the software application display the function you want to work with or a list of functions? If the function you want to work with displays: Proceed to step 6. To return to a function you worked with previously: Click Shortcut or press Escape or Attention. 6. you can use the Subset function to display a list of functions that contain subfunctions. To select another function to work with: Repeat steps 1-6. 5. 1. press Attention or Escape. if you type only c. If a list of functions displays: Use the Select option for the function you want to work with. Example: You want to work with the calendars in the HT application. Click OK or press Enter. what do you want to do? To return to the function you were last working with: Select Exit. type the function you want to work with.

1.Menu Driver Menu Driver Components Lesson Review Let’s review Menu Driver Components. How is the HTEGPL application different from other SunGard Public Sector applications? SunGard Public Sector 13 . What are the four components of Menu Driver? 2.

Menu Driver Components Menu Driver 14 SunGard Public Sector .

You use this function to set up authority for individual users Application security . SunGard Public Sector recommends that you set up the following levels of security: System administrator Application administrator Application users SunGard Public Sector 15 . The system administrator should also have *SECOFR authority in his or her System i5 user profile. and all subfunctions. all menus. Those who set up software security need the authority to work with the following functions: Application security . and subfunctions. all functions. functions.Authority to work with the "application security" features allows you to: o o o o Set up functions and subfunctions for the software application Set up menus and menu options Create and authorize user groups and individual users to functions and subfunctions Create and authorize user groups and individual users to menus and menu options Application security . You give user groups and individual users authority to work with features and functions of software applications.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 security Software security should be the responsibility of a select few within your organization. No one else should have full authority to the software applications. Note: The system administrator should be authorized to all applications. The security you set up determines who can use menus.You use this function to set up groups of users whom you want to have the same authority Every software application has the functions listed above for setting up security.Users . menu options. You can also deny authority to user groups and individual users.Groups .

System administrator The system administrator should control security across all SunGard Public Sector applications. SunGard Public Sector support personnel use the QHTE user profile to assist with softwarerelated problems on your system. When you start using the system. the fields on the Add User Information screen should be set up as follows: This Field User ID User description Should Indicate SYSADM System Administrator 16 SunGard Public Sector . and all subfunctions. you use the QSECOFR user profile. When you are adding the system administrator to the system. He or she should be responsible for: Installing the SunGard Public Sector software applications Adding application codes to activate the menu system (NaviLine only) Setting up the HT Basic user group for application users Setting up users in the SunGard Public Sector menu system The system administrator should have security officer (QSECOFR) authority in order to create other user profiles.Role of the System Administrator Security officer (QSECOFR) Menu Driver Note: QSECOFR is already set up on your system and has full access to Menu Driver security. you must let SunGard Public Sector know the new password. The system administrator does not need to belong to a user group. You use the QSECOFR user profile to: Set up Menu Driver for your organization Set up the system administrator Perform system maintenance Change object security Only one or two people in your organization should have authority to this user profile. all functions. QHTE Note: QHTE is already set up on your system and has full access to Menu Driver security. You should create this user profile before any others and give the profile access to all applications. 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. all menus.

Menu Driver This Field Initial application Initial menu Show non-authorized menu options Limit group jobs on menus Limit group jobs on attention pgm Authority to all applications Authority to all functions Authority to all menus Authority to all subfunctions User class Application administrator Should Indicate HT

Role of the System Administrator

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

The application administrator should be responsible for controlling access to a specific application. Once a user is set up in the SunGard Public Sector menu system by the system administrator, the application administrator should be responsible for: Setting up application user groups Adding users to an application’s user groups The application administrator should have Menu Driver maintenance authority only through the File Maintenance Menu of the application. Application users Application users have: Controlled access to SunGard Public Sector software applications A user class of *USER Limited access to the HTEGPL application and menu and security maintenance functions

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Role of the System Administrator

Menu Driver

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

Functions and subfunctions for HTEGPL application users
You should make the following functions and subfunctions available to application users. Follow the steps in “Setting up the HTEGPL user group for application users.” Function Application selection Subfunction 1=Select 5=Display F12=Cancel Change user password Function selection None 1=Select 5=Display F12=Cancel F17=Subset Menu processor F3=Exit F5=Refresh

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SunGard Public Sector

Menu Driver Function Subfunction

Role of the System Administrator

F6=Display messages F14=Work with submitted jobs F15=Calendar F18=Work with output Program selection 1=Select F4=Prompt F12=Cancel

Setting up the HT Basic user group for application users
SunGard Public Sector’s general purpose application, HTEGPL, allows all users in your organization access to the SunGard Public Sector Main Menu and SunGard Public Sector application menus. However, it does not allow users access to security functions. These functions are reserved for the security officers and system administrators. Note: The HT Basic user group does not include command line authority. Follow these steps to set up the HT Basic user group and give all users in your organization access to the SunGard Public Sector Application Menu. Note: You should be a system administrator to perform this procedure. You must activate SunGard Public Sector's menu system before you perform this procedure. 1. Sign on to the system as QSECOFR. 2. On the Menu/Security Functions Menu, select User groups. Note: If you are using SunGard Public Sector's Select environment, type the following on a command line to access the Menu/Security Functions Menu. Then click OK or press Enter. HTEMNU HT *SELECT 3. Use the Add function. Note: If you are using SunGard Public Sector's Select environment, use the Create option.

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Use the Enable/disable option for HT(HTEGPL General purpose) application. You can set up users after you create the HT Basic user group. Type HT Basic User Group in the Description field. 6. Do any user names display? If yes: Use the Enable/disable option for the users you want to add to the HT Basic user group. Menu Driver 5. Click OK or press Enter. 7. Warning: The Menu/Security Functions Menu is used for maintaining your application security.Role of the System Administrator 4. all menus. On the User Group Authorized Functions screen. 12. Result: A selection symbol (>) displays next to all users you selected for the HT Basic user group. Note: Refer to Changing the list of users assigned to a user group. 11. 8. click OK or press Enter. Result: The users you set up in the HT Basic user group can access the HT application. If no: Proceed to step 8. You should not authorize users in the HT Basic group to all applications. A ">" displays next to this application and "Group authorized" displays as the status. Use the Enable/disable option for the SunGard Public Sector-supplied menus you want to authorize users to. 9. or all subfunctions since all users are part of this group. all functions. use the Enable/disable option to authorize this user group to Application selection. Click OK or press Enter. 10. 20 SunGard Public Sector . On the Add User Group screen. Click OK or press Enter. and "User authorized" displays as the status for each of these users. Note: Do not change any of the preset values to Yes. Do not authorize the user group to this menu. Result: Users in the HT Basic user group are authorized to the menus you select.

19. Use the Subfunctions option for Function selection. Use the Enable/disable option to authorize this user group to the following subfunctions: F3=Exit F5=Refresh F6=Display messages F14=Work with submitted jobs F15=Calendar F18=Work with output Note: Do not authorize this user group to the following subfunctions: F9=Command line F11=Fast path F13=Application help F20=Operational Assistant F22=Work with menu options 24. Use the Enable/disable option to authorize this user group to Menu processor. 21. 18. Click OK or press Enter. Use the Subfunctions option for Menu processor." 20. 23. Use the Enable/disable option to authorize this user group to Program selection. 17. 25. Role of the System Administrator Note: If you are using SunGard Public Sector's Select environment. Click OK or press Enter. 16. 14. 22. SunGard Public Sector 21 . Use the Enable/disable option for Change user password.Menu Driver 13. Use the Enable/disable option to authorize this user group to Function selection. Use the Authorize option for Application selection. Use the Subfunctions option for Program selection. Use the Enable/disable option to authorize this user group to the following subfunctions: 1=Select 5=Display F12=Cancel 15. 26. Use the Enable/disable option to authorize this user group to the following subfunctions: 1=Select 5=Display F12=Cancel F17=Subset Note: Do not authorize this group to "F14=Maintenance. use the Subfunctions option for Application selection. Click OK or press Enter.

Role of the System Administrator Menu Driver 27. you should make the following functions and subfunctions available to application administrators. 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. Functions and subfunctions for the application administrator group in HTEGPL In addition to the functions for application users." 28. Follow the steps in “Setting up an HTEGPL application administrator user group. Select Exit.” Function Menu selection Subfunction 1=Select 5=Display F12=Cancel F17=Subset Specific user groups 1=Create 2=Change 5=Display 7=Users 9=Functions 10=Menus F3=Exit F5=Refresh Specific users 5=Display 7=User groups 22 SunGard Public Sector . Click OK or press Enter. 29.

Menu Driver Function Subfunction Role of the System Administrator 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 SunGard Public Sector 23 .

You must activate SunGard Public Sector's menu system (NaviLine only) and SunGard Public Sector's menu system (Select only) before you perform this procedure.Role of the System Administrator Function Subfunction F5=Refresh F12=Cancel F17=Subset User group authorized subfunctions 1=Enable/disable F3=Exit F5=Refresh F12=Cancel F17=Subset User group authorized users 1=Enable/disable 7=User groups F3=Exit F5=Refresh F10=Reverse order F12=Cancel F15=Display by name/ID F17=Subset User group security listing 1=Select 5=Display F12=Cancel Menu Driver Setting up an HT application administrator user group Follow these steps to set up an application administrator. Note: You should be a system administrator to perform this procedure. 1. Sign on to the system as QSECOFR. 24 SunGard Public Sector .

Do any user names display? If yes: Use the Enable/disable option for the user you want to be the application administrator. Use the Add function. select User groups. click OK or press Enter. Result: A selection symbol (>) displays next to the user you selected. Note: Do not change any of the preset values to Yes. Click OK or press Enter. use the Create option. and "User authorized" displays as the status for the user. HTEMNU HT *SELECT 3. Note: Refer to Changing the list of users assigned to a user group. 7. 9. 5. or all subfunctions. Note: If you are using SunGard Public Sector's Select environment. 11. 6. all functions. You can set up the user after you create the application administrator. Use the Functions option for HT (HTEGPL General purpose application). 4. On the Menu/Security Functions Menu. Use the Subfunctions option for Menu selection. Then click OK or press Enter. Use the Enable/disable option to authorize the application administrator to Menu selection. type the following on a command line to access the Menu/Security Functions Menu. If no: Proceed to step 8. You should not authorize application administrators to all applications.Menu Driver Role of the System Administrator 2. Use the Enable/disable option for the HT (HTEGPL General purpose) application. Type Application administrator in the Description field. all menus. On the Add User Group screen. Note: If you are using SunGard Public Sector's Select environment. 10. SunGard Public Sector 25 . 8.

18. 16. 15. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 5=Display 7=User groups 11=Additional security F3=Exit F5=Refresh F17=Subset Note: Do not authorize the application administrator to the following subfunctions: 1=Add user to application 2=Change 4=Remove user from application 26 SunGard Public Sector . Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Create 2=Change 5=Display 7=Users 9=Functions 10=Menus F3=Exit F5=Refresh Note: Do not authorize the application administrator to "4=Remove group from application." 17. Use the Subfunctions option for Specific users. Use the Enable/disable option to authorize the application administrator to Specific user groups. Use the Enable/disable option to authorize the application administrator to Specific users. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Select 5=Display F12=Cancel F17=Subset Note: Do not authorize the application administrator to "F14=Maintenance. 20. Click OK or press Enter. Use the Subfunctions option for Specific user groups. Click OK or press Enter.Role of the System Administrator Menu Driver 12. 14." 13. 19.

Role of the System Administrator 22. Click OK or press Enter. Click OK or press Enter. 27. 28. SunGard Public Sector 27 . Click OK or press Enter.Menu Driver 9=Functions 10=Menus 21. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel 33. 23. 30. Use the Enable/disable option to authorize the application administrator to User authorized user groups. Use the Subfunctions option for User group authorized functions. Click OK or press Enter. 26. Use the Enable/disable option to authorize the application administrator to User group authorized menu options. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Users F3=Exit F5=Refresh F12=Cancel F17=Subset 25. 31. Use the Subfunctions option for User authorized user groups. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Subfunctions F3=Exit F5=Refresh F12=Cancel F17=Subset 29. Use the Enable/disable option to authorize the application administrator to User group authorized functions. Use the Subfunctions option for User group authorized menu options. 24. 32.

Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=User groups F3=Exit F5=Refresh F10=Reverse order F12=Cancel F15=Display by name/ID F17=Subset 45. Use the Enable/disable option to authorize the application administrator to User group authorized menus. 39. Use the Enable/disable option to authorize the application administrator to User group authorized users. Use the Subfunctions option for User group authorized subfunctions.Role of the System Administrator Menu Driver 34. 40. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable F3=Exit F5=Refresh F12=Cancel F17=Subset 41. 28 SunGard Public Sector . 35. Click OK or press Enter. Use the Enable/disable option to authorize the application administrator to the following subfunctions: 1=Enable/disable 7=Menu options F3=Exit F5=Refresh F12=Cancel F17=Subset 37. 36. 44. Use the Subfunctions option for User group authorized users. Use the Subfunctions option for User group authorized menus. Click OK or press Enter. Click OK or press Enter. 43. 38. 42. Use the Enable/disable option to authorize the application administrator to User group authorized subfunctions.

On the Menu/Security Functions Menu. Indicate whether you want to give the users in this user group authority to all functions. Indicate whether you want to give the users in this user group authority to all menus. 4. start the name of the user group with "BP. Note: If you indicate No. if you are setting up a user group for Building Permits. Note: SunGard Public Sector recommends that you indicate No. 6. select User groups. Then click OK or press Enter. For example. 47. HTEMNU HT *SELECT 3. 2. Use the Enable/disable option to authorize the application administrator to User group security listing. Note: If you indicate No. Click Add.Menu Driver Role of the System Administrator 46. 7. Type a name you want to use to identify the group in the blank Description field. 5. Application administrators should determine who has access to specific applications. Note: SunGard Public Sector recommends that you start the name of the user group with the application code. type the following on a command to access the Menu/Security Functions Menu. Select Exit. 1. you must specify the menus you want the user group to have authority to. Note: If you are using SunGard Public Sector's Select environment. use the Create option. Note: If you are using SunGard Public Sector's Select environment." That way all user groups for an application display together. Sign on to the system as QSECOFR. you must specify the functions you want the user group to have authority to. Setting up application administrator user groups Follow these steps to set up application administrator user groups for an application. Indicate whether you want to give the users in this user group authority to all applications. SunGard Public Sector 29 .

Result: A ">" displays next to the menus you added authority to. If no: Use the Enable/disable option for the applications you want to authorize the user group to. 14. Result: A ">" displays next to the applications you added authority to. 12. Indicate whether you want to give the users in this user group authority to all subfunctions. If no: Proceed to step 12. Click OK or press Enter. Did you authorize the user group to all applications? If yes: Proceed to step 14. The status of these items changes to "Group authorized. 10." 15. 9. Click OK or press Enter.Role of the System Administrator Menu Driver 8. Result: A selection symbol (>) displays next to the users who are part of the user group you created." 13. The status of these items changes to "Group authorized. Did you authorize the user group to all menus? If yes: Proceed to step 16. Do you have users set up on your system whom you want to add to this user group? If yes: Use the Enable/disable option for the users you want to include in this user group. If no: Use the Enable/disable option for the menus you want to authorize the user group to. 11. Click OK or press Enter. Click OK or press Enter. Note: If you indicate No. 30 SunGard Public Sector . you must specify the subfunctions you want the user group to have authority to.

if you authorized the user group to Purchasing/Inventory. Follow these steps to set up a user in SunGard Public Sector’s menu system. 20. Role of the System Administrator If no: Use the Enable/disable option for the functions you want to authorize the user group to. Type the user’s name in the Description field. 5. On the Menu/Security Functions Menu. all functions. 1. (Last name then first name or first name then last name and so forth. 2. 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. 4. Adding users to the System i5 When you set up user authority. Note: If you are using SunGard Public Sector's Select environment. type the following on a command line to access the Menu/Security Functions Menu. Tip: You should use the same format for all users you set up. Result: A ">" displays next to the functions you added authority to.Menu Driver 16. the system administrator is the only person who should have authority to all applications. and all subfunctions. Click OK or press Enter. all menus. Did you authorize the user group to all subfunctions? If yes: Proceed to step 20. Type the ID for the user you are setting up in the User ID field. Did you authorize the user group to all functions? If yes: Proceed to step 18. select Users. you must give the user group authorization to the Purchasing/Inventory function. Select Exit. Then click OK or press Enter. For example. 18. Note: The system administrator adds users to applications. Select the blank User ID field. The status of these items changes to "Group authorized. and the application administrator assigns the users to application user groups.) SunGard Public Sector 31 . HTEMNU HT *SELECT 3. The status of these items changes to "Group authorized." 19. Click OK or press Enter." Note: Make sure you authorize the user group to the application name functions. 17. Sign on to the system as QSECOFR.

Note: If you had a previous System i5 system. Note: If you are setting up a security administrator. Repeat step 3-17 for each user you want to set up in the HT Basic user group. Type HT in the Initial application field. Click OK or press Enter. 8. Click OK or press Enter. 14. Menu Driver 9. Click OK or press Enter. indicate whether you want the user you are setting up to view menu options he or she is not authorized to access. 13. 18. Select the HT Basic user group. In the Initial menu field select HTE. Select Exit. Inc. 32 SunGard Public Sector . select *SECADM in this field. In the Show non-authorized menu options field. Make sure that HTINLPGM displays in the Initial program to call field. 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. 16. 12.Role of the System Administrator 6. Click OK or press Enter. be careful not to override any settings that pertain to that system. do not select this group. The status changes to "User authorized. 15. Warning: If you are setting up a security administrator." 17. Result: A selection symbol (>) displays next to the HT Basic user group. 10. 7. 11. Leave the preset *USER in the User Class field. 19. Click OK or press Enter. Application Menu.

Should application users have unlimited access to HTEGPL? SunGard Public Sector 33 . Which user profile should control security across all SunGard Public Sector applications? 3. 1.Menu Driver Role of the System Administrator Lesson Review Let’s review Role of the System Administrator. Which two user profiles are already set up on the system? 2.

Role of the System Administrator Menu Driver 34 SunGard Public Sector .

System administrators should be the only group authorized to all applications. Application administrators should check with the system administrator for the list of users for their applications. For example. Note: If you are a system administrator and you want to set up user groups for multiple applications. For example. Note: SunGard Public Sector recommends that you start the name of the user group with the application code. if you are setting up a user group for Building Permits. proceed to Setting up application administrator user groups. 1.Menu Driver Role of the Application Administrator Role of the Application Administrator The application administrator should be responsible for controlling access to a specific application. 2. and one user can be authorized to more than one user group. A user group can be authorized to certain programs or functions within the system. SunGard Public Sector 35 . Once a user is set up in the SunGard Public Sector menu system by the system administrator.Groups. Note: The system administrator sets up users in the system. and you should not create a group that has authority to all applications. select Application security . Type a name you want to use to identify the group in the blank Description field." That way all user groups for an application display together. You should limit the number of applications that you authorize a group to. On the File Maintenance Menu. Use the Create option for the Description field you just used. Setting up application user groups Follow these steps to set up user groups for an application. the members of a department can be assigned to a user group indicated by the department name. the application administrator should set up the user in the appropriate SunGard Public Sector application. 3. User groups are categories of related personnel who work with the system. The application administrator should be responsible for: Setting up application user groups Adding users to an application’s user groups The application administrator should have Menu Driver maintenance authority only through the file maintenance menu of the application. start the name of the user group with "BP. The System i5 user profile information is created automatically by the User Maintenance program. Overview of users and user groups Menu Driver user profiles combine System i5 user profile information with SunGard Public Sector user information.

Note: If you indicate No. The status of these items changes to "Group authorized. you must specify the functions you want the user group to have authority to. Result: A ">" displays next to the functions you added authority to. Indicate whether you want to give the users in this user group authority to all subfunctions in the All subfunctions field. you must give the user group authorization to the Purchasing/Inventory function. Note: If you indicate No. 8. 6. If no: Use the Enable/disable option for the functions you want to authorize the user group to. 7. you must specify the subfunctions you want the user group to have authority to. you must specify the menus you want the user group to have authority to. Did you authorize the user group to all functions? If yes: Proceed to step 14. For example. 5. 13. Use the Enable/disable option for the users you want to include in this user group. Indicate whether you want to give the users in this user group authority to all menus in the All menus field. 10. if you are setting up a user group for Purchasing/Inventory. Click OK or press Enter. 9. Note: You can change the list of users assigned to the user group by using the Enable/disable option for any users you want to add or remove from the group." Note: Make sure you authorize the user group to the function that has the same name as the application you are working with. 36 SunGard Public Sector . If no: Use the Enable/disable option for the menus you want to authorize the user group to. Result: A ">" displays next to the menus you added authority to. The status of these items changes to "Group authorized. Note: If you indicate No. Did you authorize the user group to all menus? If yes: Proceed to step 12. Indicate whether you want to give the users in this user group authority to all functions in the All functions field. Click OK or press Enter.Role of the Application Administrator Menu Driver 4. Result: A selection symbol (>) displays next to the users who are part of the users group you created." 11. Click OK or press Enter. 12. Click OK or press Enter.

Did you authorize the user group to all subfunctions? If yes: Proceed to step 16. 16. 4. Select Exit. Use the Functions option for the user groups you want to work with. 2. On the File Maintenance Menu. Proceed to step 5. Result: The software application gives authority to the individual users you selected who did not have authority. Use the Users option for the user group you want to work with. Result: A ">" displays next to the subfunctions you added authority to. Note: If a function has subfunctions associated with it. 3. On the File Maintenance Menu.Groups. 5. SunGard Public Sector 37 . Role of the Application Administrator If no: Use the Enable/disable option for the subfunctions you want to authorize the user group to. Changing user group authority to application functions and subfunctions 1. The status of these items changes to "Group authorized. select Application security ." 15. A selection symbol (>) displays next to those users with authority. 2.Menu Driver 14. The software application removes authority from the individual users you selected who had authority. Use the Enable/disable option for the users you want to add or remove from this user group. Do you want to change user group authority to functions or subfunctions? For functions: Use the Enable/disable option for the functions you want to change authority to. Click OK or press Enter.Groups. select Application security . "YES" displays in the Subfunctions column. The software application removes authority from the individual users you selected who had authority. 3. Select Exit. Click OK or press Enter. For subfunctions: Use the Subfunctions option for the functions you want to work with subfunction authority for and proceed to step 4. Changing the list of users assigned to a user group 1. Result: The software application gives authority to the individual users you selected who did not have authority. A selection symbol (>) displays next to those users with authority.

Select Exit. 2. Removing user authority from a software application 1. Are you sure you want to remove application authority for the users that display? If yes: Click OK or press Enter. Result: The software application gives authority to the individual users you selected who did not have authority. select Application security . If no: Select Cancel. Click OK or press Enter. Clear any fields you previously indicated to delete. Select Exit. 6. 38 SunGard Public Sector . 5. On the File Maintenance Menu. The software application removes authority from the individual users you selected who had authority. 4. Use the Remove user from application option for the users whose authority you want to remove from the software application.Role of the Application Administrator Menu Driver 4. A selection symbol (>) displays next to those users with authority.Users. Use the Enable/disable option for the subfunctions you want to change user group authority to. 3.

Create a user group to control authority to the Program Selection function and subfunctions. 2. 3. functions. 5. Create a user group that has authority to all of the menus.. and subfunctions for the Code Enforcement software application. Create a user group with only inquiry authority in Cash Receipts. Create a user group with limited access to the Work Orders/Facility Management application. Can a user be authorized to more than one user group? 2. Create an application administrator for GMBA.Menu Driver Role of the Application Administrator Lesson Review Let’s review Role of the Application Administrator. What is the only user group that should be authorized to all applications? Let’s practice. 1. SunGard Public Sector 39 . 4. Note: Do not perform these exercises on live data. 1..

Role of the Application Administrator Menu Driver 40 SunGard Public Sector .

Menu Driver Customizing Menus Customizing Menus Note: The system administrator should perform these procedures. Result: The software application changes the user group authority to the selected menu and displays the new status of the user groups. 11. Use the Create option for the Description field you just used. If you want the application to perform a function after displaying the menu options. Click OK or press Enter. indicate whether you want the application to check for new mail messages. HTEMNU HT *SELECT 3. Click OK or press Enter. type the command in the Command to execute after field. 1. Then click OK or press Enter. indicate whether you want this menu to be the main menu for the current application. If you want the application to perform a function before displaying the menu options. Use the Menus option for the application you want to add a menu to. 8. type the following on a command line to access the Menu/Security Functions Menu. select Applications. In the Main menu for application field. In the Check for new mail field. In the Allow public to use field. 7. type the command in the Command to execute before field. 13. 6. Adding menus Follow these steps to add menus to a software application. 12. type a description of the menu you want to add. 4. 14. In the Show non-authorized menu options field. 10. In the Menu description field. 2. 15. Note: If you are using SunGard Public Sector's Select environment. Sign on to the system with your system administrator user profile. indicate whether you want everyone to have authority to this menu. On the Menu/Security Functions Menu. Use the Enable/disable option for the user groups you want to give or take authority for. Note: The menu you indicate here replaces the system menu. Type the name of the menu in the blank Description field. 9. indicate whether you want users who do not have authority to be able to see this menu. 5. SunGard Public Sector 41 .

Click OK or press Enter. Result: The software application changes the user group authority to the selected menu and displays the new status of the user groups you reversed authority for. 10. On the Menu/Security Functions Menu. Select Exit. 11. 14. 13. select Applications. 17. In the Main menu for application field. Use the Enable/disable option for the user groups whose authority you want to reverse. 9. 42 SunGard Public Sector . 4. Use the Select option for the main menu you want to copy.Customizing Menus Menu Driver 16. 6. In the Menu description field. 2. type the name of the menu you are adding. Click OK or press Enter. Sign on to the system with your system administrator user profile. Then click OK or press Enter. 8. 7. Note: If you are using SunGard Public Sector's Select environment. 12. 18. Result: The software application changes the user authority to the selected menu and displays the new status of the users you reversed authority for. Click OK or press Enter. Result: The software application changes the user authority to the selected menu and displays the new status of the users you enabled authority for. Click OK or press Enter. type the following on a command line to access the Menu/Security Functions Menu. 5. indicate Yes. Copying a menu to substitute a main menu 1. Use the Copy system menu function. HTEMNU HT *SELECT 3. Select Exit. Use the Menus option for the application you want to work with. Use the Enable/disable option for the users you want to give or take away authority from. Make any necessary changes to the information that displays in the other fields. Use the Enable/disable option for the users whose authority you want to reverse.

2. type the following on a command line to access the Menu/Security Functions Menu. HTEMNU HT *SELECT 3. type the function you want to add. Do you want to add a function or menu as an option on this menu? To add a function: In the Function field. Sign on to the system with your system administrator user profile. Adding menu options Note: When you add a menu option to a menu. Then click OK or press Enter. Note: If you are using SunGard Public Sector's Select environment. SunGard Public Sector 43 . 6. 4. 5. On the Menu/Security Functions Menu. select Applications. type the menu you want to add. Use the Add function. Use the Menu options option for the menu you want to work with. 5. 4. type the following on a command line to access the Menu/Security Functions Menu. select Applications. Note: If you are using SunGard Public Sector's Select environment. 2. Use the Menus option for the application you want to add a menu to. Therefore. Then click OK or press Enter. 1.Menu Driver Customizing Menus Changing menu information 1. 6. Click OK or press Enter. 7. HTEMNU HT *SELECT 3. Change the appropriate fields. Select Exit. Use the Change option for the menus you want to work with. Sign on to the system with your system administrator user profile. To add a menu: In the Menu field. Use the Menus option for the application whose menus you want to change. you select a function or menu. you must have already set up the function or menu you want to add as a menu option. On the Menu/Security Functions Menu.

Only one of the three sequence options can be used. 8. Result: The software application: o Adds the selected function or menu to the options on the menu o Clears the information you typed in the fields on the Add Application Menu Option screen o Updates the number in the Sequence number field if appropriate 11. Type the number of the menu option you want the new option to precede. 9. Menu Driver Note: The Sequence number field displays a sequence number that is one greater than the last option currently on the menu. If yes: Repeat steps 7-10. making sure that the: o Number in the Sequence number field is not already used for a menu option o Sequence number field does not contain a number if you typed a number in either the Insert before sequence field or Insert after sequence field o Insert before sequence field and the Insert after sequence field do not both contain numbers If no: Proceed to step 11. Click OK or press Enter. Select Cancel. Type the number of the menu option you want the new option to follow. Type an unused sequence number over the preset number. 10. This also deletes the number preset in the Sequence number field. If after a specific option: Press Field Exit three times to move to the Insert after sequence field. If before a specific option: Press Field Exit twice to move to the Insert before sequence field. This also deletes the number preset in the Sequence number field. 44 SunGard Public Sector . Where do you want the option to appear on the menu? If last: Proceed to step 8.Customizing Menus 7. If in a vacant position on the menu: Press Tab to move to the Sequence number field. Complete the appropriate fields in the "Optional values" section. Does either of the following messages display? A menu option with this sequence already exists.

12. Note: If you are using SunGard Public Sector's Select environment. Use the Add function. 2. 5. type a description of the function you want to add. 11. 7. In the Function allowed on menus field. Click OK or press Enter. Click OK or press Enter. Use the Enable/disable option for the users whose authority you want to reverse. 13. Result: The software application renumbers the options so that they are consecutive. In the Function type field. Then click OK or press Enter. Warning: SunGard Public Sector recommends that you do not allow all users authority to a function unless you are certain that every user needs access to it. On the Menu/Security Functions Menu. Adding functions and function security 1.Menu Driver Customizing Menus 12. Result: The software application displays additional fields based on the function type you entered. 4. 9. indicate the type of function you want to add. 6. Sign on to the system with your system administrator user profile. indicate whether you want the function to display on menus. Do you want to remove any gaps in option sequence? If yes: Use the Resequence options function. In the Function description field. 8. Select Exit. Complete the additional fields for the function type. 14. If no: Proceed to step 13. select Applications. Use the Functions option for the application you want to add functions to. 13. SunGard Public Sector 45 . View the list of options now on your menu. type the following on a command line to access the Menu/Security Functions Menu. In the Allow public to use field. Use the Enable/disable option for the user groups whose authority you want to reverse. 15. indicate whether you want to allow all users to use this function. 10. HTEMNU HT *SELECT 3. Click OK or press Enter. Click OK or press Enter.

Select Exit.Customizing Menus 16. If yes and you do not want to add subfunctions to this function: Click OK or press Enter. If no: Proceed to step 17. 46 SunGard Public Sector . Does the Work with User Application Subfunctions screen display? Menu Driver If yes and you want to add subfunctions to this function: Proceed to Adding standard subfunctions. 17.

1.Menu Driver Customizing Menus Lesson Review Let’s review Customizing Menus. Who should customize menus? SunGard Public Sector 47 .

Customizing Menus Menu Driver 48 SunGard Public Sector .

Role of the Application Administrator 1.Menu Driver Appendix A Lesson Review Answers Appendix A Lesson Review Answers Overview of Menu Driver 1. When you select a new function. 3. Menu Driver Components 1. a user can be authorized to more than one user group. Role of the System Administrator 1. Application users should have limited access to HTEGPL and menu and security maintenance functions. SunGard Public Sector 49 . Yes. The four components of Menu Driver are: Applications Menus Functions Subfunctions 2. 2. No. the previous function is added to your list of open functions. Customizing Menus 1. Only system administrators should customize menus. QSECOFR and QHTE are the two user profiles that are already set up on the system. No. The system administrator should control security across all SunGard Public Sector applications. 2. The HTEGPL application is different from other SunGard Public Sector applications because it allows system administrators to access menus for all SunGard Public Sector software applications. System administrators are the only group that should be authorized to all applications.

Appendix A Lesson Review Answers Menu Driver 50 SunGard Public Sector .

SunGard Public Sector provides the programs and documentation needed to use a test environment with the SunGard Public Sector application software.Since SunGard Public Sector does not consider a test environment required for installing software. Plan on using double the amount of disk space currently being used for production before creating the test libraries. please contact Distribution Services. User profiles . A test environment is usually set up to test two different releases of software or release updates for an existing release.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.The user profiles set up in production at the time of the data restore are used. For instructions about setting up the test environment within Implementer-Receiver. Refresh of test environment libraries . The NaviLine test server must be updated at the same time the System i5 software is updated.Test libraries take up as much disk space as the production libraries. each application that is included in the test environment. must be set up as a test environment within ImplementerReceiver. Additional support or setup assistance is billable through the System i5 Technical Support Group. The test environment requires a separate configuration for both the NaviLine server and the System i5 monitor. The NaviLine test server may be configured on the same server or on a separate server that is included in the network. Any changes or additions to user profiles in the production environment must also be added or changed in the test environment. there are additional charges associated with setting up and supporting this environment. Loading software to the test environment . If you want a data refresh. Support for test environments . the libraries must be deleted and then restored from a recent backup. SunGard Public Sector 51 . You cannot share files or programs between production and test environments.SunGard Public Sector does not provide a program to copy data from production libraries to test libraries. including the HT application. Considerations Disk space .If you load SunGard Public Sector software using Implementer-Receiver. The NaviLine test monitor and libraries may reside on the same System i5 with the production environment but have different monitor configurations and different library names.

type the following to save the libraries: SAVLIB LIB(HTEUSRJ HTEMODJ HTEPTFJ HTEDTA HTEPGM HTESRC) DEV(TAPxx) UPDHST(*NO) PRECHK(*YES) ACCPTH(*YES) OUTPUT(*PRINT) 5. Saving libraries 1. replace “XX” in TAPXX with the name of your tape drive. replace “XX” in TAPXX with the name of your tape drive. Sign on to the system as QSECOFR. Sign on to the system as QSECOFR. Press F4. you must research and correct the issue. 2. On the command line type SBMJOB. then type the commands listed. If something has not been saved off. In the “Command to run” field.Appendix B Test Environments Menu Driver Setting up System i5 test environment libraries (NaviLine only) Note: In the following commands. 4. Press Enter. type the following to restore the system base program library HTEPGM to HTEPGMT: RSTLIB SAVLIB(HTEPGM) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPGMT) OUTPUT(*PRINT) 3. type SBMJOB. Note: You must use the Save Library Listing Report to verify all of the objects have been saved before you proceed. Press Enter. 6. On a command line. 2. 1. 3. To submit the job. 52 SunGard Public Sector . Restoring libraries The test libraries must be named as follows: HTEUSRJT HTEPGMT HTEMODJT HTESRCT HTEPTFJT INNOTEST HTEDTAT Note: In the following commands. type SAVLIB. In the “Job name” field. Press F4.

Menu Driver Appendix B Test Environments 4. 14. On a command line. On a command line. type the following to restore the system base source library HTESRC to HTESRCT: RSTLIB SAVLIB(HTESRC) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTESRCT) OUTPUT(*PRINT) 7. Press Enter. Result: The additional library is created. 12. Press Enter. 6. On a command line. type the following to restore the system base PTF library HTEPTFJ to HTEPTFJT: RSTLIB SAVLIB(HTEPTFJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPTFJT) OUTPUT(*PRINT) 9. On a command line. type the following to restore the system base program library INNOVATOR to INNOTEST: RSTLIB SAVLIB(INNOVATOR) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(INNOTEST) OUTPUT(*PRINT) 15. Press Enter. type the following to restore the user modification library HTEUSRJ to HTEUSRJT: RSTLIB SAVLIB(HTEUSRJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEUSRJT) OUTPUT(*PRINT) 11. On a command line. On a command line. 10. type the following to restore the modification library HTEMODJ to HTEMODJT: RSTLIB SAVLIB(HTEMODJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEMODJT) OUTPUT(*PRINT) 13. SunGard Public Sector 53 . Press Enter. 8. Press Enter. Press Enter. type the following to restore the system base data library HTEDTA to HTEDTAT: RSTLIB SAVLIB(HTEDTA) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEDTAT) OUTPUT(*PRINT) 5.

Press F4. you must research and correct the issue. 54 SunGard Public Sector . Note: In the following commands. 2. Press Enter. If something has not been saved off. The required libraries are as follows: HTSUSRT HTSMODT HTSPTFT HTEUSRJT HTEMODJT HTEPTFJT HTSPGMT HTSDTAT HTEDTAT HTEPGMT HTSSRCT HTESRCT Note: The following restores are done one at a time. In the “Job name” field. You can run the restores only one at a time because the tape drive can be used by only one job at a time. replace “XX” in TAPXX with the name of your tape drive. replace “XX” in TAPXX with the name of your tape drive. Use this report to verify that all the objects have been restored. To submit the job. type SBMJOB. Press F4. type SAVLIB. and then type the commands listed. Note: You must use the Save Library Listing Report to verify all of the objects have been saved before you proceed. Saving libraries 1. You will receive one Restore Object Listing Report for each library you restore. 4. 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. On the command line type SBMJOB. 3. Sign on to the system as QSECOFR. Restoring libraries To create the test environment. If a library was not restored. you must correct the issue before you proceed. 6. you need to restore all of the necessary libraries to the same name with the letter 'T' on the end.Appendix B Test Environments Menu Driver Setting up System i5 test environment libraries (Select only) Note: In the following commands. In the “Command to run” field. Your job will fail if you attempt to allocate the device while it is in use.

SunGard Public Sector 55 . Sign on to the system as QSECOFR. 4. type the following to restore the system base program library HTEPGM to HTEPGMT: RSTLIB SAVLIB(HTEPGM) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPGMT) OUTPUT(*PRINT) 3. 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. type the following to restore the system base data library HTEDTA to HTEDTAT: RSTLIB SAVLIB(HTEDTA) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEDTAT) OUTPUT(*PRINT) 5. On a command line. On a command line. On a command line. 6. Press Enter. On a command line. 14. type the following to restore the system base source library HTESRC to HTESRCT: RSTLIB SAVLIB(HTESRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTESRCT) OUTPUT(*PRINT) 7. Appendix B Test Environments 2. type the following to restore the system base program library HTSUSR to HTSUSRT: RSTLIB SAVLIB(HTSUSR) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSUSRT) OUTPUT(*PRINT) 15. Press Enter. 12. On a command line. type the following to restore the system base PTF library HTEPTFJ to HTEPTFJT: RSTLIB SAVLIB(HTEPTFJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEPTFJT) OUTPUT(*PRINT) 9. Press Enter.Menu Driver 1. On a command line. Press Enter. type the following to restore the modification library HTEMODJ to HTEMODJT: RSTLIB SAVLIB(HTEMODJ) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTEMODJT) OUTPUT(*PRINT) 13. Press Enter. Press Enter. On a command line. 8. 10.

Remember to verify that all objects have restored before you continue.Appendix B Test Environments Menu Driver 16. 18. You should create a primary profile and application profiles. type the following to restore the system base program library HTSDTA to HTSDTAT: RSTLIB SAVLIB(HTSDTA) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSDTAT) OUTPUT(*PRINT) 21. The application profiles (GMTEST. On a command line. CXTEST. Press Enter. On a command line. 20. type the following to restore the system base program library HTSMOD to HTSMODT: RSTLIB SAVLIB(HTSMOD) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSMODT) OUTPUT(*PRINT) 17. On a command line. Press Enter. Result: The test libraries are now created. CRTEST. 56 SunGard Public Sector . type the following to restore the system base program library HTSSRC to HTSSRCT: RSTLIB SAVLIB(HTSSRC) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSSRCT) OUTPUT(*PRINT) 25. type the following to restore the system base program library HTSPTF to HTSPTFT: RSTLIB SAVLIB(HTSPTF) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSPTFT) OUTPUT(*PRINT) 19. On a command line. etc) are used by your end users to test the different applications. On a command line. Creating test users Now that the environment is all set up. type the following to restore the system base program library HTSPGM to HTSPGMT: RSTLIB SAVLIB(HTSPGM) DEV(TAPxx) MBROPT(*ALL) ALWOBJDIF(*ALL) RSTLIB(HTSPGMT) OUTPUT(*PRINT) 23. Press Enter. the next step is to create the TEST user profiles. Press Enter. Press Enter. 24. Keep in mind the following items: The primary profile (TESTUSER) is used to maintain the security in the test environment using menu driver. 22.

Result: The application profiles are set up to have all authority for that particular application. Type 4 in the Option field. GMTEST should have all authority to GM only. For example. Select Users. Give the profile TESTUSER authority to all applications. 4. and all subfunctions. This allows the profiles to sign on to the test environment. Create the profiles with the proper authority. SunGard Public Sector 57 . Press F11 for Fast Path. Type the following on a command line: CALL HTQHTECL 3. Your users can now sign on and test the software. To create the user profiles for the test environment. this is the profile that maintains all of the security in the TEST environment. 7. Only the System Administrator should have access to this profile. all functions. 6. 1. all menus. Select the Menu/Security menu. Appendix B Test Environments Create these profiles with their initial program HTNAVSELT in HTSPGMT and the attention program library HTSPGMT. Remember. 2.Menu Driver Create these profiles via the menu driver for Test. 5. log in as QSECOFR.

Appendix B Test Environments Menu Driver 58 SunGard Public Sector .

If you know your selection. An automated attendant will answer. Note: Calls may be monitored to ensure SunGard Public Sector's quality standards are met. SunGard Public Sector 59 . dial 1-800-695-6915. Documentation from MyNaviLine The most recent copies of SunGard Public Sector’s user documentation are available free of charge on SunGard Public Sector's customer web site. with trained application specialists standing by to respond to customer calls. Year end documentation .MyNaviLine contains many additional documents that cover common problem areas or frequently asked questions. you may dial it at any time. For SunGard Public Sector customer support. which enables our application specialists to communicate directly with your system to resolve issues quickly.Each training manual is a printable manual intended for training new users or refreshing an experienced user's application skills. Training manuals . including: Customer support line Documentation from MyNaviLine Continuing education Customer support line Our customer service line is available 24 hours a day. MyNaviLine. SunGard Public Sector offers remote dial-up capability. navigate to the location where you installed the help and click "Start." Additional documentation .The online user guide is SunGard Public Sector's recommended reference guide and the first point of reference for application questions. The types of documentation available on MyNaviLine include: What's New documents . You can view it using most Internet browsers.The What's New documents contain a list of enhancements for a particular release. Online user guide .htm.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. To begin using the help.The year end documentation includes an installation guide for downloading and installing the Year End (YE) application as well as instructions for creating W2s and 1099s and other year-end processes. but SunGard Public Sector recommends you use Microsoft's Internet Explorer. When an issue cannot be resolved over the telephone.

In the Categories of classes field. You click E on the alphabet line. 2. Result: MyNaviLine scrolls to the closest alphabetic match.Appendix C Contacting SunGard Public Sector To download documentation from MyNaviLine. 3. The ability to participate in a class only requires Internet access and a telephone for live classes or Internet access and a computer with speakers for ondemand classes. To see a list of on-demand continuing education opportunities: 1. Under the release number. and others have billable fees between $75 and $150. 5. Complete the User Name and Password fields. click the letter that corresponds to the application you want to work with. Click On Demand Classes. 7.com. Some on-demand classes are free. Click Sort by Product Name to search by application name. click Click here to register for a new user account and follow the instructions.com. To see a list of upcoming live continuing education opportunities: 1.mynaviline. On the alphabet line. go to http://www. NOT on the number of personnel who attend the session. If you do not have a MyNaviLine account. select Web Conference Class (Group Internet Based). 6. Click Search class listings. and others have billable fees that are either $40 or $55. follow these steps: 1. Select the category of the on-demand course you want to review. Click Search Scheduled Class. Click the open book on the toolbar. 3. Go to http://custtrain. Menu Driver 2.hteinc. Example: You want to download documentation for the Extended Reporting (ER) application. Some live classes are free. Click GO. 4. The documentation is organized in alphabetical order by each application's two-letter application code. Using your web browser. click the document you want to select. The fee is based on one PC connection per class. 4. On-demand classes are available at any time. Click to view or save the document. Go to http://custtrain. 3. You may need to scroll or page down to locate the application you are working with. Continuing education SunGard Public Sector provides many live and on-demand (recorded) continuing education opportunities via the Internet. 60 SunGard Public Sector . The continuing education program reduces your organization's training-related expenses while allowing more employees within your organization to participate in SunGard Public Sector training. 2.com.hteinc.

Menu Driver Appendix C Contacting SunGard Public Sector If you have additional questions about continuing education or the training & development program. or visit the Training & Development web site at http://custtrain. call (800) 727-8088. SunGard Public Sector 61 . contact the Training & Development Department at tnd@hteinc.hteinc.com.com.

Appendix C Contacting SunGard Public Sector Menu Driver 62 SunGard Public Sector .

G GIS Geographic information system I iSeries IBM's application server formerly known as the AS/400. such Cash Receipts or Building Permits. B browser Program that allows you to navigate the web. A application SunGard Public Sector software program. F First Wave Customer Relationship Management (CRM) system used by SunGard Public Sector to maintain information about customers. C command line Line at the bottom of the screen that allows you to work directly with the System i5. products. SunGard Public Sector NaviLine applications require the browser to be Microsoft Internet Explorer. You can set up user security for each function. application administrator Individual who is responsible for controlling access to a specific application. You use the command line to view a spooled file or call a program. SunGard Public Sector 63 . and support cases.Menu Driver Glossary Glossary 5 5250 IBM communications protocol that allows access to the System i5 application server. function SunGard Public Sector options that allow you to perform actions in the software application.

64 SunGard Public Sector . Menu Driver SunGard Public Sector application that allows you to control who uses applications. P pass-through Feature that allows SunGard Public Sector employees to log onto your computer and fix or diagnose problems. A detailed record is created for each session.Glossary iSeries Access for the Web Menu Driver IBM application that offers browser-based access to System i5 application servers. allowing you to view information about a specific pass-through session. MyNaviLine Secured area of SunGard Public Sector’s web site that allows you to create new support logs. A PCR is created in First Wave when it is determined that a programming change to required for a product. and subfunctions. e-mail customer support. Q QHTE User profile that SunGard Public Sector personnel use to assist with software-related problems on your system. check the status of an existing support log. such as printing a file or running a program. search for solutions to a problem. Used to repair problems or bugs. M menu Group of related information or procedures within SunGard Public Sector software applications. You install PTFs from a tape you receive from SunGard Public Sector's Distributions department. and access support documents. PTF Program temporary fix. functions. J job Specific task the System i5 performs. PCR Product change request. O output queue A group of jobs waiting to output to a device such as a printer. menus.

Questys Third-party application used with SunGard Public Sector's imaging interface.Menu Driver QSECOFR Security Officer user profile. SunGard Public Sector 65 . U user group Category of related personnel who work with the system. and present information in the form of a report. Query Glossary IBM tool that allows you to obtain information from the System i5 database. subfunction Function that performs operations on other functions or menu options. system administrator Individual who controls security across all SunGard Public Sector applications. T test environment System i5 environment used to test a new release of SunGard Public Sector software. You can select. It may include all of your application libraries or only those libraries you select. arrange. This is usually your information services officer. System i5 IBM's application server formerly known as the iSeries or AS/400. Many reports print to your spool file. Your security officer can grant authority to specific functions and subfunctions. S spool file System i5 file used to temporarily store data for later processing. where you can review them prior to sending them to the printer. submitted jobs Task that is waiting for processing by the System i5. Security to functions and menus can be assigned by user group. subset Feature to help customize the list of selectable items on a screen to meet your specific needs.

Glossary Menu Driver 66 SunGard Public Sector .

12 B 67 . 15 agenda. 45 adding menu options. 37 creating application administrator user groups. 35 functions and function security. 43 menus. 24 HTEGPL user group for application users. 42 determining the function you are working with. 29 application user groups. 45 HTEGPL application administrator user group. 43 menus. 52. 52. 45 HTEGPL application administrator user group. 41 test environment libraries. 41 test environment libraries. 38 applications adding functions and function security. 43 user group authority to functions. 11 A adding application administrator user groups. 29 application user groups. 31 Basic user group. 31 administrator. 43 adding menus. 11 overview of subfunctions.Menu Driver Index Index overview of functions. 37 users. 43 copying a menu to substitute a main menu. 35 functions and function security. 54 test users. 6 selecting functions to work with. 41 changing menu information. 19 menu options. 19 menu options. 12 Attention key overview of program selection. 56 users on the System i5. 24 HTEGPL user group for application users. 56 users on the System i5. 19 C overview of menus. 11 changing menu information. 54 test users. 2 Application security groups. 35.

8 lesson 3. 6 starting. 29 Users. 8. 47. 13 lesson 4. 12 selecting functions to work with.D determining the function you are working with. 25. 12 setting up an HTEGPL application administrator user group. 49 lesson 2. 45 HTEGPL application administrator user group. 6 selecting functions. 19 Menu/Security Functions Menu Applications. 35 setting up application administrator user groups. 2 P program selection overview. 11 O online help overview. 35 functions and function security. 7 menu options. 15 setting up application user groups. 39 lesson 6. 31 menus adding. 45 changing the list of users assigned to a user group. 13. 33. 19 68 S . 11 overview of subfunctions. 39. 29 application user groups. 33 lesson 5. 19. 2 F functions adding functions and security. 43 security adding functions and function security. 45 User groups. 42. 24 HTEGPL user group for application users. 15 lesson review. 41 overview. 37 overview. 24 H HT Basic user group. 43. 12 Q L QSECOFR. 49 answers. 11 documentation overview. 41. 45 overview. 47 M Menu Driver overview of program selection.

menu options. 31 Shortcut. 15 System i5. 37 overview. 19 users adding to the System i5. 1 U changing the list of users. 37 overview. 41 test environment libraries. 56 users on the System i5. 52. 51 T setting up System i5 test libraries. 9 software security adding functions and function security. 43 menus. 54 test users. 7 subfunctions overview. 31 overview. 56 training overview. 12 signing on to the system. 31 user groups test environments overview. 35 setting up an HTEGPL application administrator user group. 35 69 . 45 changing the list of users assigned to a user group. 35 starting Menu Driver. 15 setting up application user groups. 24 setting up the HTEGPL user group. 52. 54 test users. 12 system administrator.

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