GX:Studio User Setup - Revision history

Cgc at 22:13, 14 December 2011

2011-12-14T22:13:34Z

Cgc at 22:13, 14 December 2011

2011-12-14T22:13:16Z

Cgc at 22:12, 14 December 2011

2011-12-14T22:12:29Z

Cgc at 22:08, 14 December 2011

2011-12-14T22:08:09Z

Cgc at 22:07, 14 December 2011

2011-12-14T22:07:36Z

Cgc: /* Initial Setup */

2011-12-14T18:49:44Z

‎Initial Setup

Cgc: /* Initial Setup */

2011-12-14T18:46:35Z

‎Initial Setup

Cgc: /* Initial Setup */

2011-12-14T18:43:42Z

‎Initial Setup

Cgc: /* Initial Setup */

2011-12-14T18:41:50Z

‎Initial Setup

Cgc: /* Initial Setup */

2011-12-14T18:41:14Z

‎Initial Setup

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 *Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool|User Configuration Tool]]''' and '''[[Studio:User Security Templates|User Security Templates|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool|User Configuration Tool]]''' and '''[[Studio:User Security Templates|User Security Templates]].'''&nbsp; With access to these screens, the 'User Administrator' can grant users(including themselves) additional privileges as they see fit.
 #'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up the available permissions to be used and assigned within a warehouse. Once a privilege has been enabled in a warehouse using this screen, you can then use the permission inside the other security screens for that warehouse.
 # '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user.  By clicking the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
 #'''[[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]]''' -  A tool for assigning individual permissions and security templates to your ERP users.  This tool can also be used to clone a user's set of security permissions to a different warehouse.

← Older revision		Revision as of 22:13, 14 December 2011
Line 7:		Line 7:
	== Initial Setup ==		== Initial Setup ==

−	*Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates\|Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates]].'''  With access to these screens, the 'User Administrator' can grant ~~other~~ users(including themselves) additional privileges as they see fit.	+	*Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates\|Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates]].'''  With access to these screens, the 'User Administrator' can grant users(including themselves) additional privileges as they see fit.

← Older revision		Revision as of 22:12, 14 December 2011
Line 7:		Line 7:
	== Initial Setup ==		== Initial Setup ==

−	*Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates\|Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates]].'''  With access to these screens, the '~~Super~~ User' can grant other users(including themselves) additional privileges as they see fit.	+	*Initial SQL setup script - Initial permission setup for the basic Studio screens can be achieved by running a SQL script provided by Coolearth. This script will grant whoever is to be the 'User Administrator' access to the following screens: '''[[GX:Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates\|Studio:Setup Warehouse Security Permissions\|Setup Warehouse Security Permissions]]''', '''[[Studio:User Configuration Tool\|User Configuration Tool]]''' and '''[[Studio:User Security Templates\|User Security Templates]].'''  With access to these screens, the 'User Administrator' can grant other users(including themselves) additional privileges as they see fit.

@@ Line 10: / Line 10: @@
-#'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up the available permissions to be used and assigned within a warehouse. Once privilege has been enabled in a warehouse using this screen, you can then use that permission inside the other security screens for that warehouse.
+#'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up the available permissions to be used and assigned within a warehouse. Once a privilege has been enabled in a warehouse using this screen, you can then use the permission inside the other security screens for that warehouse.
 # '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user.  By clicking the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
 #'''[[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]]''' -  A tool for assigning individual permissions and security templates to your ERP users.  This tool can also be used to clone a user's set of security permissions to a different warehouse.

@@ Line 10: / Line 10: @@
-#'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up additional permissions to be used and assigned within a warehouse. Once privilege has been enabled in a warehouse using this screen, you can then use that permission inside the other security screens.
+#'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up the available permissions to be used and assigned within a warehouse. Once privilege has been enabled in a warehouse using this screen, you can then use that permission inside the other security screens for that warehouse.
 # '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user.  By clicking the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
 #'''[[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]]''' -  A tool for assigning individual permissions and security templates to your ERP users.  This tool can also be used to clone a user's set of security permissions to a different warehouse.

@@ Line 11: / Line 11: @@
 #'''[[GX:Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions|Studio:Setup Warehouse Security Permissions|Setup Warehouse Security Permissions]]''' - This screen sets up additional permissions to be used and assigned within a warehouse. Once privilege has been enabled in a warehouse using this screen, you can then use that permission inside the other security screens.
-# '''[[GX:Studio:User Security Templates|User Security Templates]]''' - Next, create templates for Studio to assign to your users. The [[Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - Next, create templates for Studio to assign to your users. The [[Studio:User Security Templates|User Security Templates]] screen has a button for both easily creating a default Studio user template and a default Studio admin template.&nbsp; Template creation is done by a per warehouse basis, meaning that if you create a template in warehouse X you must first copy it to warehouse Y&nbsp;(easily done through the use of the tool)&nbsp;before it is available for use in warehouse Y.&nbsp; To change your current company / warehouse, click the 'Current User Context' tab found along the top left corner of the window and use the drop downs to select the desired user context.<br>
+# '''[[GX:Studio:User Security Templates|User Security Templates|Studio:User Security Templates|User Security Templates]]''' - This is a simple grid maintenance screen which creates and maintains security templates that can be assigned to a user.  By clicking on the 'Template Management' tab along the top of the ribbon toolbar an additional set of features is available.
 #Assign Security Templates to Users -&nbsp; Now that the templates are have been created, launch the [[GX:Studio:User Configuration Tool|User Configuration Tool|Studio:User Configuration Tool|User Configuration Tool]] screen.&nbsp; From there you can easily search for users and assign templates you have created in the current warehouse.&nbsp; Once a template has been assigned, that user can install and use studio with the assigned privileges within that warehouse.
 [[GX:Category:How To|Category:How To]]