Document No.

UM-ACCESS-02

Access Portfolio
System Manager
ver 3.00.00

User’s Manual
System Manager Edition

Consultant:
ALLIANCE SOFTWARE, INC.
http://www.alliance.com.ph
Access Portfolio System Manager Manual

COPYRIGHT AND DISCLAIMER

Copyright © 2001 by Alliance Software, Inc.

Copyright © 2001 by Access Business Tools, Inc.

The information in this documentation is subject to change without prior notice.

This publication may include typographical errors. Changes are made periodically to
the information herein, these changes will be incorporated in new editions of this
publication. Alliance Software, Inc. may make improvements and/or changes in the
product described in this publication at any time without obligation to notify any
person of such revision or changes.

All Rights Reserved. No part of this manual may be reproduced by any mechanical,
electronic or other means in any form prior written consent of the manufacturer.

TRADEMARK ACKNOWLEDGEMENT

Intel and Pentium are registered trademarks of Intel Corporation. Windows is a

registered trademark of Microsoft Corporation. Sybase is a registered trademark of
Sybase, Incorporated.
Access Portfolio System Manager Manual

TABLE OF CONTENTS

1.0 SIGNING ON ...................................................................................................................... 4

2.0 SYSTEM MANAGER MAIN MENU .................................................................................... 5

3.0 SYSTEM OPTION .............................................................................................................. 7

4.0 USER RIGHTS ................................................................................................................... 7

1. From System Manager Main menu go to User Rights ............................................. 7
2. Enter USER ID.......................................................................................................... 7

5.0 LOCK ................................................................................................................................. 8

6.0 SECURITY.......................................................................................................................... 9

7.0 TRANSACTION TYPE ...................................................................................................... 9

8.0 REGISTRATION............................................................................................................... 10

9.0 DB MAINTENANCE ......................................................................................................... 11

9.1 BACKUP DB ........................................................................................................... 11
9.2 ERASE DATABASE ............................................................................................... 11
Access Portfolio System Manager Manual

1.0 SIGNING ON
1. At Sign On window, enter User ID then press <ENTER>.

2. Enter Password, press <ENTER>.

Access Portfolio System Manager Manual

2.0 SYSTEM MANAGER MAIN MENU

Main Menu

Click buttons or key in menu number to go into menu’s contents.

• SYSTEM OPTION
Contains company profile and the default settings to be used in the
programs.

• USER RIGHTS
Contains setup for system users, their access level and password.

• LOCK
Contains setup for locking documents. Locked documents cannot be
edited.

• SECURITY
Contains the setup for controlling users’ access rights.

• TRANSACTION
Contains settings for program forms.

• REGISTRATION
Menu for registering Access Portfolio software.

• DB MAINTENANCE
Contains database backup and erasure function.

BACKUP DB
Backs up actual database.

ERASE DB
Erases the contents of the database.
Access Portfolio System Manager Manual
Access Portfolio System Manager Manual

3.0 SYSTEM OPTION

1. From System Manager Main menu go to System option.

2. Enter the information applicable to you or your business. Data

entered here will be used as default settings in the program.

3. Click Ok to save any changes made.

4. Click Cancel to abort the changes made.

4.0 USER RIGHTS

1. From System Manager Main menu go to User Rights

2. Enter USER ID.

3. Type the Complete name of the User.

4. Enter the login id to be used when logging in the system.

5. Enter the user’s password and confirm it by typing the same

password.

6. Set the access level of that user.

7. Click OK to save the changes or click Cancel or Clear to abort.

Access Portfolio System Manager Manual

Note: For those who wish to edit their password or the access level, just press
enter twice to search the appropriate User ID.

5.0 LOCK

1. From System Manager Main menu, go to Lock Transaction .

2. Set whether you want to lock by date or document number.

Lock Date – Locks the transactions from date entered and
all the transactions created before entered date.
Lock Doc No – Locks the transactions from document
number entered and all the transactions with document
number lesser than document numbered entered.

3. Find the transaction type or form where you wish to lock a

range of documents.

4. Enter the date or document number.

5. Click Ok.
Access Portfolio System Manager Manual

6.0 SECURITY

1. From System Manager main menu, go to Security

2. Check or Uncheck (click the check box) the action you want the users of a given
access level to be allowed to perform.

Open - User can click button to open a blank form.

Read - User can retrieve a transaction.
Write - User can edit transactions.
New - User can only create new transactions.
Delete - User can delete transactions.
Remove - User can Add/Remove items from the transactions (not applicable to
all).
Print - User can print the transactions.

7.0 TRANSACTION TYPE

1. From System Manager main menu, go to Transaction Type

2. Enter the Code Id or press F1 to see list of transaction types.

3. Make the necessary changes with the transaction type.

4. Click Save to save the changes, clear to abort, delete to erase that
record or close to go back to main menu
Access Portfolio System Manager Manual

8.0 REGISTRATION
1. From System Manager main menu, go to Registration.

2. If the software was initially installed as demo, a registration form

would be displayed

3. If it is already registered, a window will appear saying that it is

already registered.

4. Fill the required spaces and follow the directions stated.

5. Click Ok to submit or Cancel to abort.

Access Portfolio System Manager Manual

9.0 DB MAINTENANCE

9.1 BACKUP DB

1. From System Manager main menu, go to DB Maintenance

2. Click Backup DB

3. Wait until backing up will be finished.

4. Click return to go back to System Manager main menu

9.2 ERASE DATABASE

1. From System Manager main menu, go to DB Maintenance

2. Click Erase Database

3. Wait for confirmation prompt for successful execution.