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BOS/e PeopleWARE 2003

Administrator
Manual

BOS/e PeopleWARE 2003 Administrator Manual

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BOS/e PeopleWARE 2003 Administrator Manual 2

BOS/e PeopleWARE 2003 Administrator's Tasks

MODULE 1: Installing the BOS/e PeopleWARE 2003

MODULE 2: Managing the BOS/e Desktop

Chapter 1. Introduction
Chapter 2. The BOS/e Desktop toolbar
Chapter 3. Using the BOS/e Desktop
Chapter 4. Configuring the BOS/e Desktop

MODULE 3: Using BOS/e ComponentManager

Chapter 1. Introduction
Chapter 2. Using the BOS/e Component Manager
Activity 1. Adding Components to Global Database
Activity 2. Modifying Component Parameters
Activity 3. Creating Companies, assigning Sub-companies, Transactions, and
adding Company Components
Activity 4. Defining Company-wide Default Desktop Tree View

MODULE 4: Using BOS/e Registry Manager

Chapter 1. Introduction
Chapter 2. Adding, Deleting, and Updating Registry Information
Activity 1. Adding Registry Information
Activity 2. Editing Registry Information
Activity 3. Deleting Registry Information
Chapter 3. Updating Local Lookup Data

MODULE 5: Using BOS/e User Admin and User Role Manager

Chapter 1. Introduction
Chapter 2. Adding User Details
Chapter 3. Managing Accessible Tables and Field Restrictions to Global Users
Activity 1. Specifying Accessible Tables
Activity 2. Specifying Restricted Columns in a Table
Chapter 4. Creating User Roles and Assigning BOS/e Components
Activity 1. Creating a New Role
Activity 2. Adding BOS/e Components to the Role
Chapter 5. Assigning Global User/Role to Company Database Group
Activity 1. Adding Company User
Activity 2. Adding Role : Company level
Activity 3. Associating Role to Company User
Chapter 6. Adding Sub-Company Access to BOS/e User(s)
Chapter 7. Adding Restricted Records to BOS/e User(s)
Chapter 8. Adding Restricted Functions to BOS/e User(s)

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BOS/e PeopleWARE 2003 Administrator Manual 3

MODULE 6: Using BOS/e Lookup Manager

Chapter 1. Introduction
Chapter 2. Adding, Deleting, and Updating Lookup Records
Activity 1. Adding Lookup Information
Activity 2. Editing Lookup Information
Activity 3. Deleting Lookup Information
Chapter 3. Updating Local Lookup Data

MODULE 7: Using BOS/e Audit Trail Manager

Chapter 1. Introduction
Chapter 2. Viewing User, BOS/e Component, and Table Activities
Activity 1. Viewing User Activities
Activity 2. Viewing BOS/e Component Activities
Activity 3. Viewing Table Activities
Chapter 3. Optimizing BOS/e Audit Trail Manager
Chapter 4. Generating BOS/e Audit Trail Manager Reports
Chapter 6. Conclusion

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BOS/e PeopleWARE 2003 Administrator Manual 4

BOS/e PeopleWARE 2003 Administrator's Tasks

I. Creation of a Companys Database


Components Involved:
1. BOS/e Component Manager
Register Company
2. BOS/e Registry Manager
Data Location specify the data source of the company

II. Creation of a Sub-Company Database


Components Involved:
1. BOS/e Component Manager
Register Company
2. BOS/e Registry Manager
Data Location specify the data source of the company

III. Registration of Transaction Databases


Components Involved
1. BOS/e Component Manager
Register Company
2. BOS/e Registry Manager
Data Location specify the data source of the company
Company Component Group

IV. Register BOS/e Components (and any 3rd Party Program)


Components Involved
1. BOS/e Component Manager
Add/register component to global components
Register component to company components
2. BOS/e User Role Manager
Creation of Global Role
Dragging of Global Role to Company level role
Assigning Company level role

V. Set Up Users
Components Involved
1. BOS/e Applicant InfoManager
Create a record for the new user in Global People to assign him a Global Unique
ID (GUID)
2. BOS/e User Admin
Create a record for the new user in to assign him a Global Unique ID (GUID)
Modify user properties (password, private path, login names, restrictions, etc.)
3. BOS/e User Role Manager
Add user role, accessible tables, components
Associate roles to company users, subcompany access, restrictions (GUID,
Functions,etc)

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BOS/e PeopleWARE 2003 Administrator Manual 5

VI. Setting up of Audit Trail


Components Involved
1. BOS/e Audit Trail Manager
Setting up of audit options

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BOS/e PeopleWARE 2003 Administrator Manual 6

MODULE 1:
Installing the BOS/e
PeopleWARE 2003

CONTENTS

Prerequisites
Hardware Requirements
Software Components
Installing BOS/e PeopleWARE 2003
Whats Next
Appendix A BOS/e Database Configuration Parameters
Appendix B BOS/e PeopleWARE 2003 Installation Types
Appendix C Advantages and Disadvantages of SQL Server
on a Separate Machine

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BOS/e PeopleWARE 2003 Administrator Manual 7

1.0 Before You Begin


The BOS/e PeopleWARE 2003 CD pack contains the following items:

BOS/e Installation CD
BOS/e Technology Overview Manual
BOS/e PeopleWARE 2003 Installation Manual (This manual)

Before you begin, make sure that all items mentioned above are present in the BOS/e
PeopleWARE 2003 CD pack.

2.0 Pre-requisites
The following minimum configuration is required for BOS/e PeopleWARE 2003 to run
smoothly:

For a client workstation, the minimum hardware configuration should be:


Pentium Core 2 Duo 1.33 Ghz or better
1 GB RAM (2 GB recommended)
At least 80 GB SAS HDD
Printer (optional).

Also, the following minimum software components must be installed:


Windows XP Pro SP3
Microsoft Data Access component

For server installation, the following components are required:


Intel Xeon Quad Core or higher
8 GB RAM
At least 320 GB SAS HDD
Windows Server 2003 Enterprise Edition or Ubuntu Linux
Any SQL-based RDBMS Server

If your hardware and software components satisfy minimum requirements, you may proceed
to Section 3.0 for actual installation.

3.0 Installing BOS/e PeopleWARE 2003


Installing BOS/e PeopleWARE 2003 is a two-step process: Workstation and Server. Server
installation must be done first before doing any workstation installation.

3.1 Server Installation

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BOS/e PeopleWARE 2003 Administrator Manual 8

Before proceeding with the Server Installation, ensure that the target database
server had already been installed and the following server objects had been created:

Required databases. There are four (4) required databases for initial
BOS/e Server installation: Global, Company, Subcompany, and Transaction
Databases. Ask your Database Administrator (DBA) for the names of these
databases (see also BOS/e iTechnology Overview Handbook for more
information of BOS/e Datawarehouse Components).

Database User with initial password. Make sure that the database user
has sufficient privileges to create, delete, insert, update, and drop objects
within the database.

Installing BOS/e Server Components


1. Insert the BOS/e iTechnology Universal CD in your CD-ROM drive. If your CD-
ROM drive is configured to auto play inserted CD, the setup program will
automatically launch.

2. If auto play is disabled, locate the setup.exe program from the CD-ROM using
Windows Explorer. Double-click the setup.exe. The setup program will now
launch, see Figure 1.

Figure 1. Setup Program

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BOS/e PeopleWARE 2003 Administrator Manual 9

Figure 2. Welcome window

3. Click Next > to continue.

4. From the Setup types, choose Custom.


5. Click BOS/e Server Components.

6. Click the Next > button to proceed with the Server Installation.

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BOS/e PeopleWARE 2003 Administrator Manual 10

Setting Up Initial Configuration Parameters


To complete the Server Installation process, you must configure the BOS/e Connection
Wizard to access the database server. Follow the steps below to configure the BOS/e
Application Server:
1. From the BOS/e Connection Wizard dialog box, choose the appropriate database
driver interface you have. BOS/e supports Native and ODBC driver interface.
Native driver interface include Paradox, Oracle 7, and Microsoft SQL Server.
In the absence of a native driver interface, an Open Database Connectivity driver
interface software can also be used to establish connection between BOS/e and
database server.

Figure 3. BOS/e Connection Wizard - Database Parameters window

2. If you choose Native for the driver interface, parameters such as Driver Name,
Global Database Name, Server Name, User Name, and Password are required.

3. For ODBC driver interface type, you must first create the datasource from the
ODBC Datasources applet in the Control Panel.

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4. Enter the appropriate parameters for ODBC Datasource and ODBC Driver
Name.

5. Click Save to store the information you supplied above to BOSeAppsvr.INI.

6. Click Finish to complete the installation..

NOTE: For Paradox driver interface, you must supply the correct path of the
Paradox tables. Please see appendix A for explanation on configuration
parameters used in database configuration wizard.

Post-Server Installation
BOS/e iTechnology Server contains COM components that need to be manually
configured after installation. Follow the sequential steps below to configure COM.
1. Click Start > Run. Type DCOMCNFG.EXE, and then hit Enter key. Search for
the BOSeUniversalApplication object from the Applications tab.

Figure 4. Distributed COM Configuration Properties Window

2. Click Properties to launch the DCOM Configuration properties page.

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Figure 5. Distributed COM Configuration Properties Window-Default Security Window

3. From the Default Security tab, click Edit Defaultfrom the Default Access
Permission group. A screen similar to the one below will pop up.

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BOS/e PeopleWARE 2003 Administrator Manual 13

Figure 6. Registry Value Permissions

4. Choose the user from the Name group box. Make sure to select Allow Access
from the Type of Access drop-down list box.

5. Click Add button to allow the selected user access to the application server.

6. Repeat step 5 to grant another user access to the application server.

BOS/e Application Server is now ready to accept client requests from any BOS/e
workstations wired within the network.

3.2 Creation of Databases for BOS/e

OVERVIEW

The BOS/e Datawarehouse is composed of four database levels, the Global, Company,
Sub Company and Transaction databases. Each database level contains different data
that BOS/e utilizes when it is run. In order to run BOS/e we will need: One (1) Global
Database (named preferably as GBOSE) and at least one Company (named preferably
as CBOSE), Sub Company (named preferably as SBOSE) and Transaction Databases
(named preferably as TBOSE). The number of Company databases that you need to
create depends on the number of companies licensed upon purchase of BOS/e, since
one company corresponds to one company database.

The BOS/e CD Installer contains the SQL Scripts (found in the folder SQL Scripts) and
the default values needed to run BOS/e as an administrator with access to all licensed
components (found in the folder BOSe Defaults).

NOTE: The following steps illustrate generic instructions on how to create and
populate the different databases for BOS/e. Since BOS/e is designed to run in
different Relational Database Management Systems (RDBMS), it is assumed
that the System/Database Administrator has proper knowledge on how to
manipulate the Database Management Tool(s) being used by your company.

Steps

1. Using your database management tool, create four databases, namely GBOSE,
CBOSE, SBOSE, and TBOSE.

2. Run the respective SQL Scripts for the created databases (for example: run
CBOSE.sql in the CBOSE database, TBOSE.sql in the TBOSE database, and so
on). The CD Installer contains the scripts for the RDBMS that your company has
(for example: MSSQL scripts if your company uses MSSQL).

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NOTE: We now have four databases with empty tables. We cannot run BOS/e
yet because we need default values in order for BOS/e to run properly (for
example: a default user with administrator access, data for the different
components that are licensed to the company, and so on). The BOS/e CD
Installer contains the default values needed to run BOS/e. These default values
are stored in Paradox tables. In the CD Installer inside the BOSe Defaults folder
are four folders for the different database levels, namely CBOSE, GBOSE,
SBOSE, and TBOSE.

3. Import the Paradox tables to the respective databases.

3.3 Workstation Installation

Installing BOS/e PeopleWARE 2003 business components is quite straightforward.


Note that workstation installation only follows after a successful Server Installation
(See previous section). Outlined below are coherent steps in a workstation
installation:

1. Insert the BOS/e iTechnology Universal CD in the CD-ROM drive.Setup


program will automatically launch if CD-ROMs auto play feature is enabled.

2. If auto play feature is turned off, locate the setup.exe file from the BOS/e
iTechnology Universal CD.Double-click to launch the installer.

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BOS/e PeopleWARE 2003 Administrator Manual 15

Figure 7. BOS/e PeopleWARE 2003 Installer

3. Click Next > to view the License Agreement.

Figure 8. BOS/e PeopleWARE 2003 License Agreement

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BOS/e PeopleWARE 2003 Administrator Manual 16

4. Click Yes to continue the installation process.Clicking No to terminate the


installation program.

Figure 9. User Information Window

5. Click Next> to continue.

Figure 10. Company Information and Program Location Dialog box

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BOS/e PeopleWARE 2003 Administrator Manual 17

6. Click Browse to select a different program location. Click Next > to select
Install type. Install types are fully describe in Appendix B.

7. Follow the next steps to finish the installation process. This completes the
BOS/e Installation process.

Figure 11. Progress Bar

4.0 Whats Next?


Now that you already know how to install BOS/e PeopleWARE 2003 Server and
Workstation components, you may refer to BOS/e PeopleWARE 2003 Administrator Manual
and User Guide for specific instructions on using the BOS/e PeopleWARE 2003 Business
components.

5.0 Appendices

Appendix A BOS/e Database Configuration Parameters

Database configuration parameters are critical components of a successful server


installation. These parameters are used by server components in connecting to the
database server.

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Table 1. BOS/e Database Configuration Parameters

Configuration Parameter Description


Native Native database connection interface
uses built-in calls written specifically for
the target database.
Driver Name BOS/e supports three (3) native
connection drivers: Paradox, MSSQL,
and Oracle.
Global Database Name Required database name to start the
BOS/e server components.
ODBC Microsoft driver interface generically
written to connect to a given database.
Data Source The datasource name created at the
control panel to connect to the database
server.
ODBC Driver Name Name, normally a description of the
driver datasource.
Database Location Physical location of the database server.
Server Name Computer name where the database
server is located.
Database Account Info User account to impersonate the
connection to the database.
User Name Login name created at the database
server. Ensure that user has sufficient
rights to drop, create, and modify
database objects.
Password Password of the user.

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BOS/e PeopleWARE 2003 Administrator Manual 19

Appendix B BOS/e PeopleWARE 2003 Installation Types


Installation types give user flexibility in choosing the components that the user wants during
installation. Choose only the appropriate installation type that suits your needs.

Table 2. BOS/e PeopleWARE 2003 Installation Types

Installation Type Description


Typical Install BOS/e Business components plus
some Admin components.
Compact Install BOS/e Business components.
Custom
BOS/e Server Components Only server components will be installed.
BOS/e Client Components Business components are included in
this custom setup.
BOS/e System Files System files, Borland Database engine,
and utilities.

Appendix C Advantages and Disadvantages of MS SQL Server on a


Separate Machine

The list shows the advantages/disadvantages of providing an individual machine for our
database server and on providing a separate volume for the MS SQL data.

1) Provide a separate machine to house the database server and its data:

* Advantages:

- Dedicated CPU processing. The MS SQL service can freely accommodate most of the
system's time splice without the need to share CPU processes with other highly consuming
applications. The MS SQL service can effectively run and cater data-oriented queries rightly
faster and better.

- Dedicated Memory usage. The MS SQL service can freely accommodate the system's
memory capacity making it more efficient in processing memory-consuming queries and
data transactions.

- Prevents multiple services failure. If the UAP machine suddenly fails or has suffered a
hardware or software malfunction, the MS SQL service cannot be affected and can still
provide the necessary needs for the iBOS/e web transactions.

- Less maintenance issues. Taking good care of systems that carry multiple services can be
very hard to maintain since a service failure can affect other running services thus resulting
in a more time-consuming troubleshooting and repair.

- A lower TCO (Total cost of ownership) plan in terms of system upgrade/update. To have the
MS SQL server separated on a single machine may provide costs benefits for future

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BOS/e PeopleWARE 2003 Administrator Manual 20

expansion than to have it transferred later when its resource consumption


already exceeded the other services on the single machine. It will save a lot on time and
relocation costs.

- A standard practice for critical mission systems.

* Disadvantage:

- There is an additional investment involved. Separating the database service and data will
require a new separate machine. (Note: The emerging trend nowadays is to further separate
database service from database files in two machines for disaster recovery purposes).

2) Provide a separate volume of hard drives to house the MS SQL service's data with UAP:

* Disadvantage:

- If the database server will not be provided with a separate machine but instead, its data will
be separated only to another hard drive volume (and will still share with the same machine of
UAP), only the 'access' to data will be freed up of space (not the MS SQL service). It will not
relieve the system of the problem of future expansion.

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BOS/e PeopleWARE 2003 Administrator Manual 21

MODULE 2:
Managing the
BOS/e Desktop

CONTENTS

Overview
The BOS/e Desktop Login Screen
The BOS/e Desktop Toolbar
Using the BOS/e Desktop
Configuring the BOS/e Desktop

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BOS/e PeopleWARE 2003 Administrator Manual 22

Chapter
BOS/e DESKTOP
Introduction

OVERVIEW
1
BOS/e Desktop provides BOS/e users with a standard user desktop interface for launching
BOS/e components and third-party custom components. BOS/e Desktop also manages user
configuration and desktop preferences for easy retrieval of accessible BOS/e components.

The BOS/e Desktop Login Screen

Figure 1. The BOS/e Desktop Login Screen

Every time a user launches BOS/e Desktop application, the login screen asks the user to
provide a valid user name and password. This user name/password combination authenticates
the user and immediately gets a Security Token1 from the BOS/e Application Server2 for
appropriate component authorization.
Once authenticated, the BOS/e Desktop loads the users preferred workspace and displays the
users accessible BOS/e components for a given accessible company (see Figure 2). Users
desktop preferences can be configured separately for each company in multi-company setup.

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BOS/e PeopleWARE 2003 Administrator Manual 23

Figure 2. The BOS/e Desktop

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BOS/e PeopleWARE 2003 Administrator Manual 24

Chapter
BOS/e DESKTOP
The BOS/e Desktop Toolbar

Presented below are the common functions found in the standard BOS/e Desktop toolbar.
2
Table 1. BOS/e Desktop Toolbar Buttons

Click this button To


Expand the selected component (or group) folder to display sub-
folders or BOS/e components underneath.
Expand Folder
Run (or launch) a selected BOS/e component. Alternately, you
Run can right-click on the highlighted BOS/e component from the
component tree view and select Run from the popup menu.
Log off / Log on user (Log on will prompt you again for your user
name and password.
Log off / Log on
Move up to a higher folder in the component tree view hierarchy.
Move up
Enable the user to change password. Note: To prevent
Change User unauthorized changing of password, you must enter the old
Password password correctly before proceeding.
Bring up the BOS/e Desktop Tree Configuration window. A
Configure BOS/e user can modify or create folders and arrange components
Component Folders according to his/her preferred view.

Set preferred view of components displayed on the BOS/e


View Desktop Workspace3.
Lock the BOS/e Desktop (You must enter your current password
to unlock it). This prevents unauthorized user from
PC Lock launching/using BOS/e components while the user is away from
his/her desk.

NOTE: Some toolbar buttons are grayed out when selecting a folder or
clicking another button from the toolbar. This prevents a user from
performing inappropriate task or function on a given folder (for example,
is grayed out to prevent the user from running any BOS/e
component when there is no component selected from the BOS/e
component tree view).

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BOS/e PeopleWARE 2003 Administrator Manual 25

Chapter
BOS/e DESKTOP
Using the BOS/e Desktop

Steps
3
1. BOS/e is designed for multi-company setup. Different companies can have different
desktops depending on the configuration. Selecting a company from the company list
window loads the users preferred desktop configuration. Thus, BOS/e component
listings may differ from one company to another. Refer to Figure 3.

Figure 3. The BOS/e Company tree and Components tree

2. To launch BOS/e component, do any of the following:


Select the BOS/e component then click the button from the toolbar.

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BOS/e PeopleWARE 2003 Administrator Manual 26

a. Right-click the selected BOS/e component, and click Run Component from the
popup menu.

Figure 4. Run Button

Figure 4. Run icon and Run Component option

b. Double-click the BOS/e component from the right pane of the BOS/e Desktop

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BOS/e PeopleWARE 2003 Administrator Manual 27

Chapter
BOS/e DESKTOP
Configuring the BOS/e Desktop
4
Steps

1. To configure BOS/e Desktop, click the Configure Component Folders from the
BOS/e Desktop toolbar. A new window will appear showing the current desktop
configuration tree.

Figure 5. Desktop Tree Configuration

2. To add/modify BOS/e Desktop configuration, right-click the selected folder to see more
options. Refer to Figure 6.

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BOS/e PeopleWARE 2003 Administrator Manual 28

Figure 6. Modifying Desktop Tree Configuration

Node/Branch used to add tree icons or folders to group components according


to the users preferred component arrangements. A Node is a folder added within
the same folder level while a branch is a child of the node. Refer to table 2 for
explanations on the sub-menu items in each menu.

Table 2. Node/Branch Menu

Node/Branch Action Description


Inserts a new folder and positions this as the first
Add Topmost Node folder in the folder list
Inserts a new folder from the current highlighted
Insert Node position.
Inserts a new folder and positions this as the last
Add Last Node folder in the folder list.

Delete Removes a node, branch, or BOS/e component from the tree view.

Edit Changes the caption of the selected component folder group.

Associate Component Associates or inserts new BOS/e components in the


selected node or branch. Note: You can select multiple components from the
component selector by holding the Ctrl key while single clicking the components
that you want to associate or add to an existing folder. See Figure 7.

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Figure 7. Global Component Selector

Load Default Tree This function loads the default BOS/e Desktop tree defined from the
BOS/e Component Manager.

NOTE: You may notice that some of the components you configured in the
BOS/e Desktop are missing. This may be due to the lack of access to that
particular component or the component itself may not be properly configured.
Please refer to the BOS/e User Role Manager Administrators Manual for
discussion on assigning access rights.

3. Click after using the BOS/e Desktop.

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1
Security Token An application object that holds BOS/e-wide security credentials or information about the current
authenticated user.

2
BOS/e Application Server A BOS/e Server component that manages all activities happening inside BOS/e. Please
refer to BOS/e Technology Overview for more detailed explanation of BOS/e Application Server.

3
BOS/e Desktop Workspace an area in the BOS/e Desktop divided into several windows (i.e. Company Listing,
Component Listing, and Component Details).

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MODULE 3:
Using
BOS/e Component
Manager

CONTENTS

Overview
Running the BOS/e Component Manager
Adding Components to Global Database
Modifying Component Parameters
Registering Company Components
Creating Companies, Assigning Sub-companies, Transactions,
and Adding Company Components
Defining Company-wide Default Desktop Tree View

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BOS/e PeopleWARE 2003 Administrator Manual 32

Chapter
BOS/e COMPONENT MANAGER
Introduction
1
OVERVIEW

BOS/e comes with pre-configured business programs known as business components. All of
these components (as well as 3rd party business components) must be registered inside the
BOS/e registry before you can use them. Component registration in BOS/e is accomplished
using the BOS/e Component Manager found in the BOS/e Business Engine group. Aside from
component registration, the BOS/e Component Manager also handles the addition of new
companies (if supported by company license for BOS/e); and the definition and assignment of
Sub-company groupings in a given company and its corresponding transaction grouping. Lastly,
the BOS/e Component Manager also handles the default desktop tree configuration for
assignment to one or more companies.

Setting up Components in the Global Registry

In BOS/e, data can only be used after being registered in the global database or registry. This
convention is consistent to all components in the BOS/e PeopleWARE 2003 Business Engine
component group.

Adding Components in the Global Database

This section will discuss the steps in registering components in the global database.

Steps in Running the BOS/e Component Manager

1. In the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for the Enterprise, click the [+] sign beside the folder of BOS/e
Business Engine, then right-click the BOS/e Component Manager. A run component
tab will appear, click the said tab. You may also opt to double-click the BOS/e
Component Manager displayed in the right frame of the screen.

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BOS/e PeopleWARE 2003 Administrator Manual 33

Figure 1. Running the BOS/e Component Manager

2. The BOS/e Component Manager window will now appear, refer to Figure 2.

Figure 2. BOS/e Component Manager Window

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BOS/e PeopleWARE 2003 Administrator Manual 34

Chapter
BOS/e COMPONENT MANAGER
Using the BOS/e Component Manager

Using the BOS/e Component Manager entails the following activities:


2
Adding Components to Global Database
Modifying Component Parameters
Registering Company Components
Creating Companies, Assigning Sub-companies, Transactions, and Adding Company
Components
Defining Company-wide Default Desktop Tree View

Activity
BOS/e COMPONENT MANAGER
Adding Components to Global
Database 1
In BOS/e Architecture, all data should be first registered in the Global level before it can be used
by other levels (for example: in company). When BOS/e is installed, the licensed components
by the company are already installed. This activity should be done when:

a new component was acquired from Infostructure


a custom component was developed by Infostructure or by your company
other applications that you want to launch using the BOS/e Desktop need to be
registered.

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BOS/e PeopleWARE 2003 Administrator Manual 35

Steps
1. From the Component List panel, right-click the Global components tree. Choose Add
Component from the pop-up menu (see Figure 3).

Figure 3. Adding a new component in the global database

A new data entry window, similar to Figure 4 will appear. See Table 1 for explanation on the
information given on the data entry form.

Figure 4. Complete the Add Component window

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BOS/e PeopleWARE 2003 Administrator Manual 36

Table 1. Fields of Add Component Window

Term Definition
Unique code of the business component that you want to register.
For example: BOSEGOALMGT. If the component to be
Component Code
registered is part of the BOS/e iTechnology product, Infostructure
will provide this code, otherwise, you can assign any unique code
to the component.
Component Name Descriptive name of the business component that you want to
register.
Description Short description of the component.
Specifies the name of the executable file of the given business
Executable name component.
Class name (Optional) Used internally by BOS/e Universal Application Server.
Component grouping. This is usually required for processing and
Component group code simulating business components such as Payroll and
Timekeeping.
Information that will be loaded during component startup. These
parameters could be table filter conditions, security token,
Additional parameters component status, etc. Normally used by business component
developer for controlling component behavior.
When tagged, the business component can be launched (opened)
Multi-instance simultaneously from the BOS/e Desktop.
Specify the image or icon to represent business component. This
Icon will be the icon of the component when displayed in BOS/e
Desktop.

2. After completing the required text boxes, click to add the new component
(Figure 5).

Figure 5. Inserting BOS/e Goal & Activity Logger in the global database

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BOS/e PeopleWARE 2003 Administrator Manual 37

The component will now be a part of the BOS/e Global component list (Figure 6).

Figure 6. Viewing list of available components in the global database

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BOS/e PeopleWARE 2003 Administrator Manual 38

Activity
BOS/e COMPONENT MANAGER
Modifying Component Parameters

Steps
2
IMPORTANT: Once registered, components can be modified when
necessary. Note that modifying component registry parameters is not
advisable unless, otherwise, required by the component developer.

1. From the Component List panel, right-click the Global components tree. Choose Edit from
the pop-up menu (see Figure 7). The component parameters will now be loaded on the
data entry form similar to Figure 4.

Figure 7. Editing a BOS/e Component

2. After changing the component parameters, click to save the modifications


made.

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BOS/e COMPONENT MANAGER Activity


Creating Companies, Assigning
Sub-companies, Transactions, and
Adding Company Components
3
Creating a New Company

The number of companies that a user can add to their BOS/e installation depends on the
number of companies that are licensed to their company. The initial BOS/e installation should
have at least one company included.

Steps
1. Click the company icon. Right-click and select Insert from the pop-up menu (Figure 8).

Figure 8. Inserting a new company

A window similar to Figure 4 will appear.

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Figure 9. Company Information Window

2. Provide the information requested, such as Company Code, Company Name, and Data
Location Code. Note that the Data Location Code entry must be created first in the
BOS/e Registry Manager component. Refer to BOS/e Registry Manager Manual on how
to setup Data Location.

3. In addition, you can upload an image that will represent the component once displayed
on BOS/e Desktop. Click Load Icon to upload an image/logo that will represent the
given component. The dialog box shown below will then appear.

Figure 10. Dialog Box

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4. Click Open to upload the image.

5. Click OK to save the changes.

Assigning a Sub-company

Sub-company and transaction databases maintain data integrity and confidentiality in BOS/e
by providing physical separation of records across different payroll groups, compensation
class, or employee levels.

Steps

1. Click the company. Right-click and press the Add Sub-company from the pop-up menu
(Figure 11).

Figure 11. Adding a new sub-company

A new window will appear (Figure 12).

Figure 12. Sub Company Information window

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2. Provide the Sub-company Code, Sub-Company Name, and Data Location Code.
Again, data from Data Location Code box should come from the code defined in the
BOS/e Registry Manager component. Please refer to the BOS/e Registry Manual for
more information on setting up data location code.

3. Once you have entered the required information in Figure 12, click OK .

Assigning a Transaction
Steps
1. To set up Transaction database grouping, right-click the Subcompany created, then
select Add Transaction from the pop-up menu. A new window will emerge (Figure 13).

Figure 13. Transaction window

2. On the window that will appear, provide the Transactional Code, Description, and
Data Location Code boxes. Notice the Active DB check box. When checked, the
transactional grouping is active and can be used by BOS/e components. Please refer to
the BOS/e Registry Manual for more information on setting up data location code.

3. Click OK .

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Adding Company Components

Components listed at the company level originate at the global components registry. It is
therefore necessary to register those available components at the company level.
Component registration at this level is a required task to enable the users to see the
licensed components on their BOS/e Desktop.

Steps
1. To register BOS/e components at the company level, click the Company tree, right-click
Components then select Add Component on pop-up menu. A new window will appear
(Figure 14).

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Figure 14. Global Component Selector

2. Choose the BOS/e component licensed to your organization. To select multiple BOS/e
components, click the components that you want to add while holding down the Shift or
Ctrl key.

3. Click OK

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Activity
BOS/e COMPONENT MANAGER
Defining Company-wide Default
Desktop Tree View 4
BOS/e comes with a preconfigured BOS/e Desktop Tree View. This tree view displays
BOS/e components in a hierarchical view, hence, the reason why it is called Desktop Tree
view. BOS/e administrators can modify this tree view to suit the organizations standardized
component groupings.

Steps

1. From the toolbar menu, click Configure Desktop Tree to activate the Default
Desktop Tree configurator screen (Figure 15). Note: Right-click to display options.

Figure 15. Desktop Tree Configuration

Node/Branch used to add tree icons or folders to group components according


to the users preferred component arrangements. A Node is a folder added within

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the same folder level while a branch is a child of the node. Refer to table 2 for
explanations on the sub-menu items in each menu.

Table 2. Node/Branch Menu

Node/Branch Action Description


Inserts a new folder and positions this as the first
Add Topmost Node folder in the folder list
Inserts a new folder from the current highlighted
Insert Node position.
Inserts a new folder and positions this as the last
Add Last Node folder in the folder list.

Delete Removes a node, branch, or BOS/e component from the tree view.

Edit Changes the caption of the selected component folder group.

Associate Component Associates or inserts new BOS/e components in the


selected node or branch. Note: You can select multiple components from the
component selector by holding the Ctrl key while single clicking the components
that you want to associate or add to an existing folder.

Figure 16. Global Component Selector

2. Press on main window after using the BOS/e Component Manager.

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MODULE 4:
Using BOS/e Registry
Manager

CONTENTS

Overview
Running the BOS/e Registry Manager
Adding, Deleting, and Updating Registry Information
Updating Local Lookup Data

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Chapter
BOS/e REGISTRY MANAGER
Introduction
OVERVIEW
1
BOS/e is designed to be user-friendly, highly configurable, and customizable software that
supports any relational database server. These features are accomplished in BOS/e through
the use of registries. Registries include system registry, and system lookup tables that contain
information about database location and connection parameters, table repository, file
references, BOS/e components, licensing information, among others. Only tables defined as
Global or System Tables in the BOS/e Data Architect component and tables that are registered
in the BOS/e InfoManager Customizer component are displayed here.

Steps in Running the BOS/e Registry Manager


1. In the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for the Enterprise, click the [+] sign beside the folder of BOS/e
Business Engine then right-click the BOS/e Registry Manager. A run component tab
will appear, click the said tab. You may also opt to double-click BOS/e Registry
Manager displayed on the right frame of the screen.

Figure 1. Running the BOS/e Registry Manager

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2. The BOS/e Registry Manager window will now appear, refer to Figure 2.

Figure 2. BOS/e Registry Manager Window

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Chapter
BOS/e REGISTRY MANAGER
Adding, Deleting, and Updating
Registry Information 2
OVERVIEW

In BOS/e Registry Manager, registries can either be global in scope or specifically used at the
company level.

Important: Be careful when updating, inserting, and deleting registry data.


Only trained BOS/e administrators are allowed to modify registry data.
Accidental modification may render BOS/e components unusable.

Table 1. Commonly Used Registry Tables

Table Name Description

Data Location Contains database server location and connection string


Registry parameters. Registry entries are used by Application
server APIs during startup.

Provides distinction between SQL-based and local-based


Database Drivers database drivers. Microsoft SQL Server, IBM DB2,
Oracle, and Sybase are some examples of SQL-based
database servers. Microsoft Access, Paradox, and dbase
files fall under local-based databases.

Proper distinction provides correct date and time


formatting, as well as currency formatting.

Sub-Company registry provides secure grouping of


Sub-Company confidential records. It also contains references to
Registry database location where the subcompany database is
located.

Securing confidential processed data is critical to the

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operation of the enterprise. Together with Sub-Company


Registry, Transaction registry provides secure storage of
Transaction Registry processed as well as simulated confidential data.

You must specify the location of the database where the


transaction database is located. Refer to Data Location
Registry for the reference codes of those database
locations.

In a multi-company setup, company-related information


such as mailing address, email, telephone number, TIN,
bank account are stored in this registry. These
Company Registry parameters are used by BOS/e in all of its report
components.

Use the entry (datalocationcode) in the Data Location


Registry to point the database to the exact physical
location of the server where company database resides.

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Activity
BOS/e REGISTRY MANAGER
Adding Registry Information

Steps
1
The steps outlined below are the same for all registry tables in the BOS/e Registry Manager.
Also, steps in adding records at the global and company level are the same.

1. Click Global under the Entities list then select a registry or table. Click Edit to set
the form in edit mode. You are only allowed to add registry information while the table is
in edit mode.

2. Click Add to insert new registry record. A data entry form will then appear (see
figure 3). Input the required information on the text boxes.

Figure 3. Adding new record in BOS/e Registry Manager

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3. Click Save to save the newly added record.

See Table 2 for more information on the toolbar icons used in BOS/e Registry Manager.

Table 2. BOS/e Registry Manager Toolbar icons

Table Name Description

Edit Set the data entry form to edit mode. You are only allowed to modify
records once the form is in edit mode.

Insert Inserts new registry record to the registry table.

Delete Removes record from the registry table.

Save Permanently store all changes to the registry table.

Cancels all changes made to the registry table. Note that you can
Cancel only cancel changes if changes had not yet been saved using the
save button.

Infocards Displays Infocard for the given registry table. This only applies to
registry tables configured to have detail files in the BOS/e Data
Architect.

Show Pictures Attaches or view pictures or document attachments for a given


registry record.

Find Displays the global find dialog box.

Refresh Refresh current view. In a multi-user environment, clicking this button


gets the latest registry record from the database.

Find Next Find next occurrence of registry record specified from the initial global
find dialog box.

Filter Filters record according to a certain criteria.

Navigation buttons. Choices are: First, Previous, Next, and Last.

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Activity
BOS/e REGISTRY MANAGER
Editing Registry Information

Steps
2
Registry entries can be edited directly from the grid or from the edit form. The following steps
describe editing registry records on any registry table in the BOS/e Registry Manager
component.

1. Click Edit to set the grid in edit mode. Alternately, you may double-click the grid to
display the edit form screen shown in Figure 3.

2. Enter the appropriate changes and click Edit once again to end editing.

3. Click Save .

Activity
BOS/e REGISTRY MANAGER
Deleting Registry Information

Steps
3
Deleting registry entries is not recommended in BOS/e Registry Manager Component.
Removing records accidentally might render the entire BOS/e system unusable. Unused
registry entries can be deleted though to free up some server space occupied by the
unnecessary records.

1. Click Edit to set the grid in edit mode. You can only delete records once edit mode is
in effect. Alternately, you may also delete registry records if you are in the edit form
screen shown in Figure 3.

2. Click Delete to remove the current registry record.

3. Click Save .

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Chapter
BOS/e REGISTRY MANAGER
Updating Local Lookup Data

OVERVIEW
3
In BOS/e, some of the registries and lookup tables are cached locally to enable the components
to quickly access references without connecting to the database server. This method
dramatically improves BOS/e application performance especially during heavy, simultaneous
usage.

BOS/e updates this local cache during sign on. But users can override this behavior and can
download lookup data immediately; ensuring only current data are stored in its cache.

Steps
1. From the Tools menu, click Refresh Lookup. Alternately, you can click Refresh
Lookup from the toolbar to immediately update local lookup data (See Figure 4).

Figure 4. Refresh Lookup

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2. If successful, the dialog box in Figure 5 will appear.

Figure 5. Refresh Lookup Successful

3. Press on main window after using the BOS/e Registry Manager.

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MODULE 5:
Using BOS/e User
Admin and User
Role Manager

CONTENTS

Overview
Running the BOS/e User Admin and User Role
Manager
Adding User Details
Managing Accessible Tables and Field Restrictions to
Global Users
Defining Roles in the Global Database Group
Assigning Global User/Role to Company Database
Group
Adding Sub-Company Access to BOS/e User
Adding Restricted Records to BOS/e User
Adding Restricted Functions to BOS/e User

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Chapter
BOS/e USER ADMIN AND USER ROLE MANAGER
Introduction

OVERVIEW
1
BOS/e PeopleWARE 2003 is a secure, robust, and an industrial-class product. Security and
confidentiality of data is at the forefront of every BOS/e PeopleWARE 2003 component.
Componentization shields the user from the complexity of the entire system, thus providing
them with only the components they directly need to accomplish a particular task or fulfill a
specific role within the organization. This user-role design philosophy paved the way for
BOS/e PeopleWARE 2003s adaptation of the same design methodology in creating BOS/e
User Role Manager Component.

BOS/e User Role Manager handles the creation of Roles that can be assigned to a certain
BOS/e user in an enterprise. It also manages the security context in the form of accessible
tables and columns, user desktop and password management, subcompany rights
management, and component security context such as accessible users and functions.

Setting up Users in BOS/e PeopleWARE 2003

BOS/e User Admin and User Role Manager handles the following security contexts:

BOS/e user creation


Password management and user desktop preferences
Role-based access rights
Per object and per record security implementation through components actions, and
Company/sub-company restrictions.

Adding BOS/e PeopleWARE 2003 User


In BOS/e PeopleWARE 2003, only identified users are allowed to enter the BOS/e Desktop to
launch any accessible BOS/e component. Thus, creating BOS/e user is the first step that must
be done by the BOS/e Administrator when administering BOS/e.

Running the BOS/e User Admin and User Role Manager


BOS/e is designed for multi-company setup. Different companies can have different desktops
depending on their configuration. Selecting a company from the company list window loads the
users preferred desktop configuration. Thus, BOS/e component listings may differ from one
company to another.

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Steps
1. In the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for the Enterprise, click the [+] sign beside the folder of BOS/e
Business Engine Components then right-click the BOS/e User Role Manager/ BOS/e
User Admin. A run component tab will appear, click the said tab. You may also opt to
double-click the BOS/e User Role Manager/ BOS/e User Admin displayed in the right
frame of the screen.

Figure 1. Running the BOS/e User Role Manager

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2. The BOS/e User Role Manager/BOS/e User Admin window will appear, refer to Figure 2.

Figure 2. BOS/e User Role Manager

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Chapter
BOS/e USER ADMIN
Adding User Details
1
In the BOS/e Desktop, open BOS/e User Admin Manager and do the following:

1. Configure Password Setup


Setup the password settings for all BOS/e Users according to the companys preferred
settings.

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2. Create BOS/e Users


Before adding a BOS/e User, you must enter them to the Global People.

3. Setup BOS/e Users Login Restriction

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Setup BOS/e Users Login Restrictions like Account Disable, Grace Login Limit, Number
of Grace Login Allowed, Grace Login Left Display, Lock for Intruder User, User Private
Path, and User Default Components Tree.

Private Path is the folder where all temporary files and some payroll reports are saved while
using BOS/e. Before assigning a Private Path, make sure that folder exists in your computer.
The Default path is C:\BOSe\Priv

For the Load User DefaultTree, always use the file DESKTOP.TRE, located in the BIN BOS/e.

4. Setup BOS/e Users Password Restriction


Setup BOS/e Users Password Restrictions like Require Password Change, Require
Users Password During Login, Allow Password Change Option, Password Expiration
Date, Display of Alarm Message Display and Number of Days Left.

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5. Setup BOS/e Users Time Restriction


Setup BOS/e Users Time Restrictions (the specific day or hour) when the user can access
the system.

Note: You can assign specific hour/s or day/s that a BOS/e user is allowed to login to BOS/e.
This can be done by checking the exact hours inside a day. Uncheck all hours inside a day to
prohibit the user from logging in the entire day.

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NOTE: After adding, changes will be reflected on the table GRGBOSEUSER.

Table 1. User Configuration


Field Action/Remarks

Assigned username for the newly added user. Note that the default login
Login name name is the users first name. If it is already being used by another user, the
users GUID will be considered as default. You may, however, modify this
text. Login names for BOS/e should always be unique.

Private path Specify local temporary path. The Private Path is mainly used by the BOS/e
Executive Query component.

User Password Password used to log in to BOS/e. The default password when a User is
created is the users first name.

Password To ensure password security, this option requires the user to change
expires on password on a specified date.

Remind me # BOS/e will remind the user to change his password when password
days before expiration nears the specified expiration date.
expiration

Password Number of days the password is considered valid.


duration

Locked out BOS/e Universal Application Server automatically locks the users account
when three (3) failed login attempts have been detected.

Account User account is disabled.


Disabled

Must change If tagged, BOS/e will prompt the user to change his password on his next
password on login.
next login

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Table 1. User Configuration (Continuation)


Field Action/Remarks
The default tree of the user shown on BOS/e desktop.

Add Topmost Node Inserts a new folder and positions it at the


beginning of the list.
Insert Node - Inserts a new folder from the current highlighted
position.
Add Last Node - Inserts a new folder and positions it at the end of
the list.
Delete Removes a node, branch, or BOS/e component from the
tree view.
Edit Changes the caption of the selected component folder group.
Associate Component Associates or inserts new BOS/e
components in the selected node or branch. To select multiple
components from the component selector, hold the Ctrl key while
clicking the component that you want to associate or add.
Copy from Another User If users have similar role assigned,
copying desktop configuration is recommended to save time.
Load Default Tree this function will load the default tree defined
in the BOS/e Component Manager.
Default Desktop
Tree

Chapter
BOS/e USER ROLE MANAGER
Managing Accessible Tables and
Field Restrictions to Global Users 3
OVERVIEW
Security in BOS/e is carried out at the lowest level of the database object, that is, table and
columns. This feature protects confidential data from modification by unauthorized users.
Furthermore, security can also be observed at the column level, wherein users are (not) allowed
to modify or view the content of a confidential column in a table (for example: salary column,
benefits, and the like in Salary and Salary history tables).

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Activity
BOS/e USER ROLE MANAGER
Specifying Accessible Tables
Steps
1
1. Expand the Global Tree by clicking the plus [+] sign beside Global. Expand the Global
Users Tree by clicking the plus sign beside Users. Right-click the user that you want to
edit and select Add Accessible Tables. Refer to Figure 9.

2. From the Add Accessible Tables window, select the tables that the user will have
access to. Press Ctrl or Shift key to select multiple tables then press Include. You may
choose to include all the tables by clicking Include All. Please refer to Figure 10.

3. Click OK to add accessible tables to the user. The newly added accessible tables will be
reflected on the GRGUSERTABLE table.

Figure 9. Add Accessible Table

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Add Users Accessible Tables window will appear, refer to Figure 10.

Figure 10. Users Accessible Tables Window

NOTE: Only tables registered in BOS/e Data Architect can be added as accessible
tables. Refer to the BOS/e Data Architect manual for the discussion on how to
register tables in BOS/e.

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Activity
BOS/e USER ROLE MANAGER
Specifying Restricted Columns
In a Table 2
Steps

1. Expand the Global Tree by clicking the plus [+] sign beside Global. Expand the Global
Users Tree by clicking the plus [+] sign beside Users. Click the plus [+] sign of the user
whom you want to add the restricted fields with, right-click and select Load Accessible
Tables.

2. Expand the Accessible Tables tree and select a table. Expand the table and right-click
on Restricted Fields, select Add Restricted Fields on Table.

Figure 11. Load Accessible Tables

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3. From the Global Field Selector, check/uncheck the column you want to restrict/unrestrict
for a given user by ticking the box (es) that corresponds to the field description that you
need. See Figure 12.

4. Click OK button to assign the restricted column(s) to the given user.

Figure 12. Specifying Restricted Fields

Chapter
BOS/e USER ROLE MANAGER
Creating User Roles and Assigning
BOS/e Components 4
OVERVIEW
Traditionally, software security was designed in a group-wise environment, that is, users were
given specific access rights based on the security credentials given to a specific group. The
ubiquity of software packages used at the enterprise level prompted users to assume cross-
functional tasks but performing the same role as other software users in the enterprise. Role-
based design simplifies system administration by providing common security properties for a
given role or job function. Users at the Data Entry Group, which basically perform data updates,
merge with other users who represent several departments. By creating Role for the Data Entry
Group, they can only use BOS/e components that perform data entry tasks. Similarly, only
reports customized for this group will be displayed on their BOS/e Desktop.

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Activity
BOS/e USER ROLE MANAGER
Creating a New Role

Steps
1
1. Expand the Global Role tree. Right-click the Role tree then select Insert from the popup
menu.

2. From the Role Global Info pop up window, enter the Role code and its corresponding
description in the Description text box. See Figure 13.

Figure 13. Role Global Info

3. Click OK to register this role to the Role tree. Otherwise, choose Cancel.

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Activity
BOS/e USER ROLE MANAGER
Adding BOS/e Components to the Role

Steps
2
1. Right-click the newly created Role, choose Add Component from the popup menu. See
Figure 14.

Figure 14. Adding Component to an Existing Role

2. From the Global Component Selector form select the BOS/e components that you want
to be included to the selected Role. See Figure 15.

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Figure 15. List of Components Window

3. Click Include, to include the selected BOS/e component(s) to the Role. Alternately, you
may use Include All to immediately include all components. Exclude/Exclude All does
the opposite of Include/Include All. Note that the OK button will only be activated if a
selection had already been added to the Target Data list box.

4. Click OK to register the selected component(s) to the specific Role.

Chapter
BOS/e USER ROLE MANAGER
Assigning Global User/Role to
Company Database Group
OVERVIEW
5
User at the Global level is useless if no accessible companies are defined. To complete the
user management task, users must be registered at the company where that user is defined.
Note that the BOS/e User Role Manager only gives access to the user for a particular company
or companies, but the said user does not have to be an employee of the companies that s/he
has access to.

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Activity
BOS/e USER ROLE MANAGER
Adding Company User
Steps
1. Navigate through the Company entity tree until you find the Users tree item.
1
2. Right-click the Users tree item and choose Insert from the popup menu. Figure 16 will
be displayed.

Figure 16. Adding Company User

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3. Define your filter conditions to be able to select target personnel (See Chapter 3 for more
information on setting up Filter conditions). See Figure 17.

Figure 17. Filter Employees Window

4. Extract the personnel that you need to have access on the selected company and press
OK. Note that only users listed in the Global Users are accessible through this form.

Activity
BOS/e USER ROLE MANAGER
Adding Role At The Company Level

Steps
2
1. Navigate through the Company entity tree until you find the Roles tree item.

2. Right-click the Roles tree item and choose Insert from the popup menu. Figure 18 will
be displayed.

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Figure 18. Adding Company Role

3. Select role(s) from the Company Role Selection form. Note that only Global Roles are
accessible through this form. See Figure 19.

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Figure 19. Company Role Selection Form

4. Click OK.

NOTE: You can further reduce the number of BOS/e components


assigned to a specific role. This feature ensures that only components
explicitly licensed and assigned for a given role are included.

Activity
BOS/e USER ROLE MANAGER
Associating Role to Company User
Steps 3
1. Navigate through the Company entity tree until you find the Users tree item.
2. Right-click the selected user and choose Add User Role from the popup menu. See
Figure 20.

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Figure 20. Adding User Role at the User Level

3. Select role(s) from the Company Role Selection form. Click OK to accept the selected
roles. See Figure 21.

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Figure 21. Company Users Role Selection Form

Chapter
BOS/e USER ROLE MANAGER
Adding Sub-Company Access to
BOS/e User(s) 6
OVERVIEW

In BOS/e, confidential data are grouped by compensation class or Sub-Company class. By


giving user access to a specific subcompany, data from another subcompany where a BOS/e
user has no rights would not be compromised.

Steps
1. Navigate through the Company entity tree until you find the Users tree item.
2. Right-click the selected user then choose Add Sub-Company Access from the
popup menu. See Figure 22.

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Figure 22. Adding Sub-Company Access

3. Select subcompany(s) from the Sub-Company Selection box by ticking the box
that corresponds to the Sub-Company name that you need. See Figure 23.

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Figure 23. Select Sub-Company window

4. Click OK.

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Chapter
BOS/e USER ROLE MANAGER
Adding Restricted Records to
BOS/e User(s) 7
OVERVIEW
Deep into the BOS/e security model is the capability to restrict records to certain BOS/e user.
Users are only allowed to view, modify, or delete records assigned by the BOS/e Administrator.

Steps
1. Navigate through the Company entity tree until you find the Users tree item. Select the
Restricted GUID(s) tree item under the Users entity.

2. Right-click and choose Add Restricted GUID from the popup menu. See Figure 24.

Figure 24. Adding Restricted GUIDs

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3. Define filter conditions to select personnel (See Chapter 3 for more info on setting up
Filter conditions). See Figure 25.

Figure 25. Select Personnel window

4. Click OK. This indicates that the selected user has no access to view, modify, or delete
the selected personnel.

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Chapter
BOS/e USER ROLE MANAGER
Adding Restricted Functions to
BOS/e User(s)
8
OVERVIEW
Restricted functions are actions embedded in all BOS/e business components. These actions
are functions grouped together to perform a task. Actions can also represent controls
specifically designed for a given BOS/e component. By attaching actions to these elements and
tasks, BOS/e can control what actions can only be performed at the component level (for
example: visible tabs or pages in a form, allowable views, menus, and so on and so forth).

Steps
1. Navigate through the Company entity tree until you find the Users tree item. Select the
Restricted Functions(s) tree item under the Users entity tree.

2. Right-click and choose Add Restricted Function(s) from the popup menu. See Figure
26.

Figure 26. Adding Restricted Function

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3. From the form, click beside the Component Code text box. See Figure 27.

Figure 27. Action Lookup Form

4. Based on the selected component in step 3, the actions associated with this
component will be displayed on the Action Codes text box.

5. Check Visible if you want this action to be visible in the BOS/e component
specified in Component Code text box.

6. Click OK.

7. Press on main window after using the BOS/e User Role Manager.

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MODULE 6:
Using
BOS/e Lookup
Manager

CONTENTS

Overview
Running the BOS/e Lookup Manager
Adding, Deleting, and Updating Lookup Records
Updating Local Lookup Data

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Chapter
BOS/e LOOKUP MANAGER
Introduction
OVERVIEW
1
The BOS/e Lookup Manager maintains the references and lookup data used in BOS/e. Only
tables defined as Lookup Cards in the BOS/e Data Architect component and tables registered in
the BOS/e InfoManager Customizer are displayed in this component. Reference data are
crucial during data entry. This shields the user from entering erroneous data as a result of
incomplete references. In addition, there are required reference tables that must be populated
before a certain BOS/e component could function well. Lookup tables such as SSS,
Withholding Tax, and other payroll-related references are just some of the required reference
tables that must be maintained and populated first.

Steps in Running the BOS/e Lookup Manager


1. In the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for Enterprise, click the [+] sign beside the folder of BOS/e
Business Engine then right-click the BOS/e Lookup Manager. A run component tab
will appear, click the said tab. You may also opt to double-click the BOS/e Lookup
Manager icon in the right frame of the screen.

Figure 1. Running the BOS/e Lookup Manager

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2. The BOS/e Lookup Manager window will now appear, refer to Figure 2.

Figure 2. BOS/e Lookup Manager window

Chapter
BOS/e LOOKUP MANAGER
Adding, Deleting, and Updating
Lookup Records 2
OVERVIEW
In BOS/e Lookup Manager, reference tables can either be global in scope or specifically used at
the company level. Lookup data are either referenced during processing, simulation, or data
entry.

NOTE: Be careful when updating, inserting, and deleting lookup data.


Modifying existing lookup records might affect older data that referenced
the modified record.

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Table 1. Commonly Used Lookup Tables

Table Name Description

Contains names of schools needed during data entry in


Schools BOS/e PeopleWARE HR. School references are
maintained at the global database level.

Tax Tables A series of tables that maintain tax rates for weekly, semi-
monthly, and annual withholding tax computations

Specifically maintained at the company level, this table


Payroll Item Codes holds the system and user-defined payroll transaction
codes needed during payroll processing.

Used by BOS/e Compensation and Benefit Manager


Allowance Codes component during assignment of Allowances. Only data in
this table are allowed to represent allowances.

Unit code is the smallest unit of organizational grouping in


Unit Code BOS/e. This table is almost always referenced during
report generation and payroll processing.

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Activity
BOS/e LOOKUP MANAGER
Adding Lookup Information
1
The steps outlined below are the same for all lookup tables in the BOS/e Lookup Manager. The
steps in adding records at the global and company level are the same.

Steps

1. Click Edit to set the form in edit mode. You are only allowed to add lookup
information while the table is in edit mode.

2. Click Add to insert new lookup record. A data entry form will then appear (see
Figure 3). Input the required information on the text boxes.

Figure 3. Adding new record in BOS/e Lookup Manager

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3. Click Save to save the newly added record.

Refer to Table 2 for more information on the toolbar icons used in BOS/e Lookup Manager.

Table 2. BOS/e Lookup Manager Toolbar icons


Toolbar Icon Description

Edit Set the data entry form to edit mode. You are only allowed to
modify records once the form is in edit mode.

Insert Inserts new reference record to the lookup table.

Delete Removes record from the lookup table.

Save Permanently store all changes to the lookup table.

Cancels all changes made to the lookup table. Note that you can
Cancel only cancel changes if changes have not been saved using the
save icon.

View Displays Infocard for the given lookup table, if any.


Infocards

View Attaches or view pictures or document attachments for a given


Picture lookup record.

Find Displays the global find dialog box.


Records

Refresh Refresh current view. In a multi-user environment, clicking this


icon gets the latest lookup record from the database.

Find Next Find next occurrence of lookup record specified from the initial
global find dialog box.

Filter Filters record according to a given criteria.


Records
Navigation buttons. Choices are: First, Previous, Next Record,
and Last.

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Activity
BOS/e LOOKUP MANAGER
Editing Lookup Information
2
Lookup records can be edited directly from the grid or from the edit form. The following steps
describe editing lookup records on any lookup table in the BOS/e Lookup Manager component.

Steps

1. Click Edit to set the grid in edit mode. Alternately, you may double-click the grid to
display the edit form screen shown in Figure 3.

2. Enter the appropriate changes then click Edit once again to end editing.

3. Click Save to save changes.

Activity
BOS/e LOOKUP MANAGER
Deleting Lookup Information
3
Deleting lookup records is not recommended in BOS/e Lookup Manager Component.
Accidentally removing records might produce unpredictable results to components that use the
lookup data.

Steps

1. Click Edit to set the grid in edit mode. You can only delete records once edit mode is
in effect. Alternately, you may also delete lookup records if you are in the edit form
screen shown in Figure 3.

2. Click Delete to remove the current lookup record.

3. Click Save to save changes.

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Chapter
BOS/e LOOKUP MANAGER
Updating Local Lookup Data

OVERVIEW
3
In BOS/e, some of the registries and lookup tables are cached locally to enable the components
to quickly access references without connecting to the database server. This method
dramatically improves BOS/e application performance especially during heavy, simultaneous
usage.

BOS/e updates this local cache during login. But users can override this behavior and can
download lookup data immediately; ensuring only current data are stored in its cache.

Steps
1. From the Tools menu, choose Refresh Lookup menu item. Alternately, you can click
Refresh Lookup from the toolbar to immediately update local lookup data (See
Figure 4).

Figure 4. Refresh Lookup

2. If successful, the dialog box in Figure 5 will appear.

Figure 5. Refresh Lookup Successful

3. Press on the main window after using the BOS/e Lookup Manager.

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MODULE 7:
Using BOS/e Audit
Trail Manager

CONTENTS

Overview
Running the BOS/e Audit Trail Manager
Viewing User Activities
Viewing BOS/e Component Activities
Viewing Table Activities
Optimizing BOS/e Audit Trail Manager
Generating BOS/e Audit Trail Manager Reports
Conclusion

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Chapter
BOS/e AUDIT TRAIL MANAGER
Introduction

OVERVIEW
1
Monitoring changes made to every record in BOS/e is a very daunting task for a BOS/e
Administrator. Tracking every inserts, updates, and deletion is not possible without the aid the
BOS/e Audit Trail Manager component. This BOS/e component tracks changes made to tables,
by the BOS/e users on different BOS/e components.
BOS/e Audit Trail Manager gives the BOS/e Administrator total control of audit trail object
parameters.

Steps in Running the BOS/e Audit Trail Manager


1. In the BOS/e Desktop (see Figure 1), click the [+] sign beside the folder of Business
Operating System for the Enterprise, click the [+] sign beside the folder of BOS/e
Business Engine then right-click the BOS/e Audit Trail Manager. A run component tab
will appear, click the said tab. You may also opt to double-click the BOS/e Audit Trail
Manager icon in the right frame of the screen.

Figure 1. Running the BOS/e Audit Trail Manager

2. The BOS/e Audit Trail Manager window will now appear, refer to Figure 2.

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Figure 2. BOS/e Audit Trail Manager window: Initially displays the list of BOS/e Users

Chapter
BOS/e AUDIT TRAIL MANAGER
Viewing User, BOS/e Component,
and Table Activities 2
This chapter talks about three (3) audit trail activities:

Viewing User Activities


Viewing BOS/e Component Activities
Viewing Table Activities

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Activity
BOS/e AUDIT TRAIL MANAGER
Viewing User Activities
1
User activities can be traced in the User List page. Audit logs will then be organized per
component, and per database level: Global, Company, Sub-Company, and Transaction. Note
that the component listing for each user is limited to the BOS/e components that s/he has
access to.

Steps

1. From the User List, expand the BOS/e Users tree. Click the user whose activities on
the BOS/e will be audited.
2. Choose the BOS/e component that you want to audit.
3. Select the appropriate database level. A screen similar to Figure 3 should appear.

Figure 3. User List window

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NOTE: From the Sub-Company and Transaction database level, you can
further view audit logs for the selected component provided this component
supports Sub-Company and Transaction database level tasks. Transaction
logs (refer to the figure shown below) are transactions/changes that a
particular user has made under a particular component. It contains the
Transaction ID, Audit Date, Audit Time, and the Component Code. The details
part on the other hand, gives you an idea of the update type that the user has
made, its corresponding table name, the column name, its new value, and the
old value.

Transaction Logs

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Activity
BOS/e AUDIT TRAIL MANAGER
Viewing BOS/e Component Activities
2
View the BOS/e component activities option if you want to track changes made on a selected
BOS/e component. Audit logs will then be presented per user, per database level.

NOTE: Upon installation, all BOS/e tables registered in BOS/e Data Architect have
complete Audit Options checked. System Administrators adding new tables should
activate relevant Audit Options based on the companys requirement, they are also
responsible for limiting the audit levels for the available tables.

Steps

1. Click the Components tab; expand the selected BOS/e component tree. Click the user
whose activities on the BOS/e will be audited.

2. Select the appropriate database level, for example: Global, Company, Sub-company, or
Transaction. A screen similar to Figure 4 will appear.

Figure 4. Components List Window

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Activity
BOS/e AUDIT TRAIL MANAGER
Viewing Table Activities
3
Registered tables in BOS/e Data Architect component are automatically included in this page.
Audit logs per table in each database level (Global, Company, Sub-Company, Transaction) can
be seen in this view option.

Steps
1. Select the Table Listing tab. Expand the selected database level.

2. Click the desired table that where you want the activities done to be traced. A screen
similar to Figure 5 should appear.

Figure 5. Table Listing

NOTE: Audit logs made by all components on the given table will also be
displayed in this view. The preview was specifically designed on a per
component audit log.

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Chapter
BOS/e AUDIT TRAIL MANAGER
Optimizing BOS/e Audit Trail Manager
3
Auditing, if not planned carefully, will contribute to the performance degradation of the entire
BOS/e PeopleWARE 2003 software. Each registered BOS/e table can be configured to limit the
auditing actions. The three audit actions edit, insert, delete can be selectively turned on/off to
reduce server read/write overhead cost. As BOS/e Administrator, you have the option between
heavy auditing and selective auditing. Heavy auditing will enable you to gather more information
(not necessarily important data), this produces a more secure and more efficient work results
but it slows down system performance. Selective auditing on the other hand will enable you to
gather less information (however, if audit options are selected properly it will only produce
relevant data), but faster system performance. Also note that the Audit Options are sometimes
dictated by the management depending on their preferences.

Steps

1. From the main menu, select the Options menu item. Click Audit Options to activate the
audit trail options configuration screen (refer to Figure 6).
2. From the BOS/e Table List, expand the database level, and select the table you want to
optimize.
3. From the Audit Actions group, check the appropriate action you want to turn on/off.

Audited Actions are:

Audit Edit tracks updates in data made by BOS/e users on a particular


table used by a component.

Audit Insert tracks the addition of new data that are made by BOS/e
users for a particular table.

Audit Delete tracks the removal of data that are made by BOS/e users
for a BOS/e registered table.

4. Click OK to apply the audit options. The audit options will immediately take place on
BOS/e components affected by the changes.

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Figure 6. BOS/e Audit Trail Manager Audit Options

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Chapter
BOS/e AUDIT TRAIL MANAGER
Generating BOS/e Audit Trail
Manager Reports 4
BOS/e Audit Trail Manager provides comprehensive reports for reporting audit activities in
BOS/e PeopleWARE 2003. These reports help BOS/e Administrators evaluate audit trail
performance and can be used as an input for coming up with a better audit trail strategy and
user management.

Steps
1. From the main menu, choose Report menu item. Click Audit Trail Reports to activate
the report options dialog box. See Figure 7.

2. Choose the appropriate Report Type: Audit Trail Summary or Audit Trail Detail. For
Audit Trail Summary, report is presented per component. All tables used by the given
component will be presented with summary of inserts, deletes, and updates. For Audit
Trail Detail, all changes on each component are presented: new value, old value.

3. Choose the appropriate database level where you want to report be generated. For
subcompany and transaction levels, you will be prompted to choose the appropriate
subcompany and transaction codes.

4. Choose a Subcompany code by clicking the pick list button that corresponds to
subcompany. A lookup window will appear, refer to Figure 8.

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Figure 8. Subcompany Code Lookup window

5. Place the arrow key on the Subcompany Code that you will use. Click Select.

6. Repeat steps 5 and 6 in choosing a transaction code.

NOTE: Choose the pick list button that corresponds to the transaction.

7. Choose the appropriate report order.

8. Click OK to preview report.

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Figure 9. BOS/e Audit Trail Manager Sample Report

9. Press on main window after using the BOS/e Audit Trail Manager.

Chapter
BOS/e AUDIT TRAIL MANAGER
Conclusion
5
After reading through this manual, users are expected to be able to
perform the following:
Audit user activities
Audit BOS/e component activities
Audit Table activities
Generate BOS/e Audit Trail Manager Reports

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