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:
Logon and Start-up of IFS Sales and Marketing Administrator
Change Table Properties
Change Field Properties
Update the Changes - using the client
Add a New Table/User Role
Add a New User
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. |
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.
Purpose: To allow the Administrator to change the naming of a table.
Icon list: Definitions
Steps: To complete this exercise, perform the following steps.
Purpose: To allow the Administrator to change the properties of a field.
Icon list: Definitions
Steps: To complete this exercise, perform the following steps.
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.
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.
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.
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.
If you want to copy the restrictions from an existing role, select that role on the Inherit from list.
Click OK.
User Roles
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.
Note: The User Identification must be unique and may NOT be changed later.