Initial Exercises—Sales & Marketing Administrator

Initial Exercises

Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality of definitions, roles and users, which entails the following:

IMPORTANT
These initial exercises are intended for instructor use.
If you are a student, it is extremely important that you log on to a local database to maintain your data integrity. If you work on a server database, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own local database.

Log on to Sales and Marketing Administrator

Purpose: The purpose of this exercise is to introduce you to the basic functionality for logging on to IFS Sales and Marketing Administrator.
 

Launch Application: Sales & Marketing Administrator
 

Steps: To complete this exercise, perform the following steps.

  1. Launch the Sales & Marketing Administrator application.
  2. Enter SALESANDMARKETING as the user name and enter the password.
  3. Click Local to access your local database.
  4. Click More to show more details.
  5. Select the database you want to log on to.
  6. Select English Language as database language.
  7. Click OK.

Change Table Properties

Purpose: To allow the Administrator to change the naming of a table.

Icon list: Definitions

Steps: To complete this exercise, perform the following steps.

  1. Select Definitions from the icon list on the left.
  2. Select the table you want to change from the Tables pane.
  3. Click the Table Properties on the top right pane or right-click and then click Table Attributes.
  4. On the dialog box that appears, change the name in the Table Name Singular and Table Name Plural fields.
  5. Click OK to save your changes.

Change Field Properties

Purpose: To allow the Administrator to change the properties of a field.

Icon list: Definitions

Steps: To complete this exercise, perform the following steps.

  1. Select the Companies table and the Country label.
  2. In the Field Properties pane to the right, on the Mandatory field, select Yes.
  3. Click anywhere outside the Field Properties pane to confirm the change.

Update the Changes - Using the Standard Windows Client

Purpose: To allow any amended changes to be viewed by the end users with immediate effect in the client application.

Launch Application > Sales & Marketing Client

Steps: To complete this exercise, perform the following steps.

  1. Enter username and password.
  2. Select Local.
  3. Click More, and select the required database from the List of Values.

Add a New Role

Purpose: To allow the creation of a role to provide access to those areas of the application which are required for the completion of tasks suited to the user which will have the newly created role associated to it. There are two main types of roles; Table Roles and User Roles.

Table Roles

Steps: To complete this exercise, perform the following steps.

  1. Select Table Roles from the icon list and enter a new role by clicking New, either by right-clicking or by using the Edit menu. You can also click New Ctrl+N or press Ctrl+N in the keyboard. The New dialog box opens.

  2. Enter a role ID, description and table name of the table role. Avoid duplicate roles by using unique combinations of role ID and table. And also it is worthwhile if you add a meaningful description which helps you to distinguish a new role from other roles.

  3. If you want to copy the restrictions from an existing role, select that role on the Inherit from list.

  4. Click OK.

User Roles

  1. Go to the User Roles area by clicking the User Roles icon in the Icon list. The existing user roles appear in the role list.
  2. Enter a new role by clicking New, either in the right mouse button menu or by using the Edit menu, or press the New Ctrl+N button. The New dialog box opens.
  3. Enter a role ID and a description of the user role.
  4. Optionally, you can inherit the settings from another user role by selecting an existing role from the List of Values of the Inherit From field.
  5. Click OK.

Add a New User

Purpose: This operation will demonstrate how to add new users to be able to access the system.

Icon list: Users

Steps: To complete this exercise, perform the following steps.

  1. Select Users from the icon list and on the right pane click New Ctrl+N. You can also select New on the Edit menu.
  2. On the dialog box that appears, enter as much information as possible about the user.

Note: The User Identification must be unique and may NOT be changed later.

  1. Select an appropriate role from the Role dialog box.
  2. Click OK to save your changes.