Differences Training BAAN IVc-BaanERP 5.0c: Application Administration, Customization and Exchange BaanERP 5.0c Tools / Exchange

Agenda User Management Text Management Software Configuration Management (SCM) Menu Management Dynamic Forms Exchange Multisite Control

System Management User Management ERP

Program Create Users Authorization Management System

Creating a User Create a user account on OS-level Create a user account within BaanERP Tools (link to the user on OS-level) Link the BAAN user to an existing database user or convert the BAAN user to a new database user.

Common User Data User code Name System Login User Type Package Combination Company Language Startup menu Startup Program Startup Desktop Name Templates Roles normal super

Relation BAAN User - DB User BAANDatabase 1 : 1 BAANDatabase n : 1

Run-time User Data conversion to run time lib user u tools tables User Data

Program Create Users Authorization Management System

AMS - Introduction Improved maintenance - Group based instead of user based Improved security - Extension of existing authorizations - New authorizations Increased flexibility - Merging of group based authorizations Decreased storage of information

Structure Role(s) Session Authorizations Table Authorizations Table Field Authorizations Library Authorizations Template(s) User Data Default Text Groups Device Preference Development Parameters Text Group Authorization Terminal Authorization Developer Authorization

Run-time User Roles conversion to run time lib roles tools tables User Roles

Authorization levels Roles - Session Authorizations Company Package Module Session No Authorization Display Print and Display Modify, Print, Display Insert, Modify, Print, Display Full Authorization Authorization groups

Roles - Table Authorizations Authorization levels Company Package Module Table Table Data Not Authorized Read Modify, Read Insert, Modify, Read Delete, Insert, Modify, Read Authorization indicators

Roles - Table Field Authorizations Authorization level Table Field Table Field Data Not Authorized Read Write, Read Authorization indicators

Roles - Table Field Authorizations Authorization level Yes No Authorization indicators Package Module Library

A role can contain several subroles Roles - Role Browser

System Management Text Management ERP

Program Text Editing Templates Other Features

Text Editing Text can be edited by: BAAN Editor Multi-line Editor MS Word MS Word without RTF Type of editor is linked to text group

Templates Text group settings are stored in templates: Text Group Authorization Template Default Text Groups by Text Field Template Default Text Groups Template Settings per company number or system wide!

Templates - Example Textgroups: Itemdata Sales Purchase Textgroups: Itemdata Sales Purchase Textgroups: Itemdata Sales Purchase all companies: Itemdataupdate Salesread Purchaseread Text Group Authorization Template

Other Features Texts Overview Session Text Group Range Find and Print patterns in Texts Copy or Move Texts between Languages Delete or Print Unused Texts Text Number Range by Text Group

24 Software Configuration Management ERP

25Program SCM Functionality VRC Structure Check out Check in Undo Check Out Revisions

26 SCM functionality Change control Version control Traceability of the Configuration Check out Check in Undo Check Out Revisions of Components

27 VRC Structure tdb50O_b_scm1tpb50O_b_scm1 TT T tdb50_btpb50_b tdb50O_b_cus1tpb50O_b_cus1 TT T b50Sb OPER_001 tdb50U_b_stndtpb50U_b_stnd

28 VRC Structure - 2 tdb50O_b_scm1tpb50O_b_scm1 tdb50_btpb50_b b50Sb tdb50O_b_cus1tpb50O_b_cus1 TT T OPER_001 tdb50U_b_stndtpb50U_b_stnd tdb50O_b_cus2tpb50O_b_cus2 TT T DSGN_001

29 Check Out - 1 Copies software component from current VRC to SCM VRC Creates a new revision Locks component for other developers

30 Check Out - 2 tdb50_btpb50_b TT T tdb50O_b_scm1tpb50O_b_scm1 tdb50O_b_cus1tpb50O_b_cus1 TT T b50Sb OPER_001 tdb50U_b_stndtpb50U_b_stnd Check Out

31 Check In - 1 Moves software component from SCM VRC to current VRC Unlocks component Revision Text and number

32 Check In - 2 TT T tdb50O_b_scm1tpb50O_b_scm1 tdb50_btpb50_b tdb50O_b_cus1tpb50O_b_cus1 TT T b50Sb OPER_001 tdb50U_b_stndtpb50U_b_stnd Check In

33 Undo Check Out - 1 Removes Component from Development VRC Unlocks Component

34 Undo Check Out - 2 TT T tdb50O_b_scm1tpb50O_b_scm1 tdb50_btpb50_b tdb50O_b_cus1tpb50O_b_cus1 TT T b50Sb OPER_001 tdb50U_b_stndtpb50U_b_stnd

35Revision Different revisions of the same component in one VRC Monitor changes to customizations Recover old revision

System Management Menu Management ERP

Program Menu Presentation Developing Menus

Presentation of a menu

Procedure to Develop Menus Define Developer settings Analyze what you want to do Copy Menu to Your Current PVRC or Insert a new Menu Check out (in case of SCM) Modify Menu Fields Compile the Menu Test the functionality of the Menu Check in (in case of SCM)

Menu Field Types SQL UNIX script Session

Defining Menu Fields Menu Fields session instead of menu editor

42 Dynamic Forms ERP

43Program Concept Advantages Dynamic Form Editor Dynamic Form Dump Relation with AMS

Concepts Graphical form development Run-time creation of form based on: Contents (Fields and labels) Structure (Grouping and relative position) Sequence of objects Authorization of end user

Development at higher level Session has just one form Easier to adhere to new GUI form guidelines Consistent layout Only relevant parts are shown Easier maintenance Advantages

Dynamic Form Editor vs Static Form Editor

Dynamic Form Editor - Icons Form Non Table Field Table Field with reference Field Table Field Group Table Field used as label only

Drag and drop Previewing Capabilities Repeating Groups Tabs per group Form can be used in overview and details session Dynamic Form Editor - Features

Dynamic Form Dump Form definition Dynamic Form Dump Tabledef, Labels, Domains, HelpCodes Open Save Use data Compile Dynamic Form Editor

Dynamic Form Dump vs Static Form Dump (Static) Form Dump ServerPC Dynamic Form Dump Standard Program Filters BW Create objects Read dynamic dump Dyn. Form Manager Commands Read static dump

Relation with AMS Table Field Authorizations Purchase price and stock on hand: Not authorized No restrictions

52 The End

53 Dynamic Forms ERP

54Program Concept Advantages Dynamic Form Editor Dynamic Form Dump Relation with AMS

Concepts Graphical form development Run-time creation of form based on: Contents (Fields and labels) Structure (Grouping and relative position) Sequence of objects Authorization of end user

Development at higher level Session has just one form Easier to adhere to new GUI form guidelines Consistent layout Only relevant parts are shown Easier maintenance Advantages

Dynamic Form Editor vs Static Form Editor

Dynamic Form Editor - Icons Form Non Table Field Table Field with reference Field Table Field Group Table Field used as label only

Drag and drop Previewing Capabilities Repeating Groups Tabs per group Form can be used in overview and details session Dynamic Form Editor - Features

Dynamic Form Dump Form definition Dynamic Form Dump Tabledef, Labels, Domains, HelpCodes Open Save Use data Compile Dynamic Form Editor

Dynamic Form Dump vs Static Form Dump (Static) Form Dump ServerPC Dynamic Form Dump Standard Program Filters BW Create objects Read dynamic dump Dyn. Form Manager Commands Read static dump

Relation with AMS Table Field Authorizations Purchase price and stock on hand: Not authorized No restrictions

63 Exchange Multi-Site ERP

64Program Exchange Concept Applications Exchange Scheme Structure Multi Site Exchange Control Other New Features

ASCII files exportimport ASCII files export audit files import replay of transactions source database target database target database Exchange Concept

Multisite Integration BAAN/other software Conversion Exchange Applications

table fields ASCII file fields table relations field relations BAAN tables ASCII files Table and Field Relations

Table Relations Export Field Relations Export Table Relations Import Field Relations Import Exchange Scheme Batches Exchange Scheme Structure

Generic tool Embedded in the BAAN environment database independent BAAN database definitions are used (e.g. domain constraints and integrity checks) the BAAN programming language can be used (e.g. library functions, embedded SQL) Data selection and transformation and process management functionality Exchange Strengths

Data Transport?? ASCIIfiles sourcedatabase ?ASCIIfiles targetdatabase

Data created by the Data created by the export process are automatically are automatically copied from the source site to the target site and used as input for the and used as input for the import process Multisite Exchange Control ASCII files source database target database ASCII files copy

Each site manages its own export and import Exchange handles synchronization by messaging Local Autonomy

subscriptionsexchange links source system target system subscribe unsubscribe export destroyed Subscription Mechanism

Run-time mechanism source system target system export done import done import done messages to be resent current export done messages

Regular export Export data Check Subscriptions Send ‘export done messages’ Regular import Check exchange links Check batches to import Import data Send ‘import done messages’ Run-time procedure

Sequence of export done messages Store and resend rejected messages Security

Compressing ASCII files Improved Logging UTC Other new features

78 The End