Differences Training Differences Training BAAN IVc-BaanERP 5.0c:BAAN IVc-BaanERP 5.0c:

Application Administration, Application Administration, Customization and ExchangeCustomization and ExchangeBaanERP 5.0c Tools / Exchange

Agenda Agenda

• User Management

• Text Management

• Software Configuration Management (SCM)

• Menu Management

• Dynamic Forms

• Exchange Multisite Control

System ManagementSystem Management

User ManagementUser Management

ERPERP

ProgramProgram

• Create Users

• Authorization Management System

Creating a UserCreating 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 DataCommon 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 UserRelation BAAN User - DB User

BAAN Database1 : 1

BAAN Databasen : 1

Run-time User DataRun-time User Data

conversion to

run time

lib

user

u<username>

tools tables

User Data

ProgramProgram

• 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

StructureStructure

Role(s)

Session Authorizations

Table Authorizations

Table Field Authorizations

Library Authorizations

Template(s)

User DataDefault Text GroupsDevice PreferenceDevelopment Parameters

Text Group AuthorizationTerminal AuthorizationDeveloper Authorization

Run-time User RolesRun-time User Roles

conversion to

run time

lib

roles

tools tables

User Roles

Authorization levels

Roles Roles - Session Authorizations- Session Authorizations

Company

Package

Module

Session

No Authorization

Display

Print and Display

Modify, Print, Display

Insert, Modify, Print, Display

Full Authorization

Authorization groups

Roles Roles - Table Authorizations- Table Authorizations

Authorization levels

Company

Package

Module

TableTable Data

Not Authorized

Read

Modify, Read

Insert, Modify, Read

Delete, Insert , Modify, Read

Authorization indicators

Roles Roles - Table Field Authorizations- Table Field Authorizations

Authorization level

Table FieldTable Field Data

Not Authorized

Read

Write, Read

Authorization indicators

Roles Roles - Table Field Authorizations- Table Field Authorizations

Authorization level

Yes

No

Authorization indicators

Package

Module

Library

A role can contain several subroles

Roles Roles -- Role BrowserRole Browser

System ManagementSystem Management

Text ManagementText Management

ERPERP

ProgramProgram

• Text Editing

• Templates

• Other Features

Text EditingText 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

TemplatesTemplates

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 - ExampleTemplates - Example

Textgroups:

ItemdataSalesPurchase

Textgroups:

ItemdataSalesPurchase

Textgroups:

ItemdataSalesPurchase

all companies:Itemdata updateSales readPurchase read

Text Group Authorization Template

Other FeaturesOther 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

Software Configuration Management

ERPERP

25

ProgramProgram

• SCM Functionality• VRC Structure• Check out• Check in• Undo Check Out• Revisions

26

SCM functionalitySCM functionality

• Change control• Version control• Traceability of the Configuration

• Check out• Check in• Undo Check Out

• Revisions of Components

27

VRC StructureVRC Structure

tdb50O_b_scm1 tpb50O_b_scm1

T TT

tdb50_b tpb50_b

tdb50O_b_cus1 tpb50O_b_cus1

T TT

b50Sb

OPER_001

tdb50U_b_stnd tpb50U_b_stnd

28

VRC Structure - 2VRC Structure - 2

tdb50O_b_scm1 tpb50O_b_scm1

tdb50_b tpb50_b

b50Sb

tdb50O_b_cus1 tpb50O_b_cus1

T TT

OPER_001

tdb50U_b_stnd tpb50U_b_stnd

tdb50O_b_cus2 tpb50O_b_cus2

T TT

DSGN_001

29

Check Out - Check Out - 11

• Copies software component from current VRC to SCM VRC

• Creates a new revision • Locks component for other

developers

30

Check Out - Check Out - 22

tdb50_b tpb50_b

0101110110

0101110110

T TT

tdb50O_b_scm1 tpb50O_b_scm1

tdb50O_b_cus1 tpb50O_b_cus1

T TT

b50Sb

OPER_001

tdb50U_b_stnd tpb50U_b_stnd

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

CheckOut

31

Check In - Check In - 11

• Moves software component from SCM VRC to current VRC

• Unlocks component• Revision Text and number

32

Check In - Check In - 22

T TT

tdb50O_b_scm1 tpb50O_b_scm1

tdb50_b tpb50_b

tdb50O_b_cus1 tpb50O_b_cus1

T TT

b50Sb

OPER_001

tdb50U_b_stnd tpb50U_b_stnd

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

CheckIn

0101110110

33

Undo Check Out Undo Check Out - 1- 1

• Removes Component from Development VRC

• Unlocks Component

34

Undo Check Out Undo Check Out - 2- 2

T TT

tdb50O_b_scm1 tpb50O_b_scm1

tdb50_b tpb50_b

tdb50O_b_cus1 tpb50O_b_cus1

T TT

b50Sb

OPER_001

tdb50U_b_stnd tpb50U_b_stnd

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

0101110110

35

RevisionRevision

• Different revisions of the same component in one VRC

• Monitor changes to customizations

• Recover old revision

System ManagementSystem Management

Menu ManagementMenu Management

ERPERP

ProgramProgram

• Menu Presentation

• Developing Menus

Presentation of a menuPresentation of a menu

Procedure to Develop MenusProcedure 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 TypesMenu Field Types

SQLUNIXscript

Session

Defining Menu FieldsDefining Menu Fields

Menu Fields session instead of menu editor

42

Dynamic FormsDynamic Forms

ERPERP

43

ProgramProgram

• Concept• Advantages• Dynamic Form Editor• Dynamic Form Dump• Relation with AMS

ConceptsConcepts

Graphical form developmentRun-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

AdvantagesAdvantages

Dynamic Form Editor vs Static Form Dynamic Form Editor vs Static Form EditorEditor

Dynamic Form Editor - Dynamic Form Editor - IconsIcons

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 Dynamic Form Editor - Features- Features

Dynamic Form Dump Dynamic Form Dump

Form definition

DynamicFormDump

Table def, Labels, Domains, HelpCodes

Open

Save

Use data

Compile

Dynamic Form Editor

Dynamic Form Dump vs Static Form Dynamic Form Dump vs Static Form DumpDump

(Static)FormDump

Server PC

DynamicFormDump

Standard Program

Filters

BW

Create objects

Read dynamic dump

Dyn. Form Manager

Commands

Commands

Read static dump

Relation with AMSRelation with AMS

Table Field Authorizations

Purchase price and stock on hand: Not authorized

No restrictions

52

The EndThe End

1

Dynamic FormsDynamic Forms

ERPERP

53

Dynamic FormsDynamic Forms

ERPERP

54

ProgramProgram

• Concept• Advantages• Dynamic Form Editor• Dynamic Form Dump• Relation with AMS

ConceptsConcepts

Graphical form developmentRun-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

AdvantagesAdvantages

Dynamic Form Editor vs Static Form Dynamic Form Editor vs Static Form EditorEditor

Dynamic Form Editor - Dynamic Form Editor - IconsIcons

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 Dynamic Form Editor - Features- Features

Dynamic Form Dump Dynamic Form Dump

Form definition

DynamicFormDump

Table def, Labels, Domains, HelpCodes

Open

Save

Use data

Compile

Dynamic Form Editor

Dynamic Form Dump vs Static Form Dynamic Form Dump vs Static Form DumpDump

(Static)FormDump

Server PC

DynamicFormDump

Standard Program

Filters

BW

Create objects

Read dynamic dump

Dyn. Form Manager

Commands

Commands

Read static dump

Relation with AMSRelation with AMS

Table Field Authorizations

Purchase price and stock on hand: Not authorized

No restrictions

63

Exchange Multi-SiteExchange Multi-Site

ERPERP

64

ProgramProgram

• Exchange Concept• Applications• Exchange Scheme Structure• Multi Site Exchange Control• Other New Features

ASCIIfiles

export import

ASCIIfilesexport

auditfiles

import

replay oftransactions

sourcedatabase

targetdatabase

targetdatabase

Exchange ConceptExchange Concept

• Multisite

• Integration BAAN/other software

• Conversion

Exchange ApplicationsExchange Applications

table fields ASCII file fields

table

relations

field

relations

BAAN tables ASCII files

Table and Field RelationsTable and Field Relations

Table RelationsExport

Field RelationsExport

Table RelationsImport

Field RelationsImport

Exchange Scheme

Batches

Exchange Scheme StructureExchange Scheme Structure

Data Transport??Data Transport??

ASCIIASCIIfilesfiles

sourcesourcedatabasedatabase

?

ASCIIASCIIfilesfiles

targettargetdatabasedatabase

Data created by the Data created by the export process

are automatically are automatically copied

from the source site to the target site from the source site to the target site

and used as input for the and used as input for the import process

Multisite Exchange ControlMultisite Exchange Control

ASCIIfiles

sourcedatabase

targetdatabase

ASCIIfiles

copy

Each site manages its own export and import

Exchange handles synchronization by messaging

Local AutonomyLocal Autonomy

subscriptions exchange links

sourcesystem

targetsystem

subscribe

unsubscribe

export destroyed

Subscription MechanismSubscription Mechanism

Run-time mechanismRun-time mechanism

sourcesystem

targetsystem

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 procedureRun-time procedure

• Sequence of export done messages

• Store and resend rejected messages

SecuritySecurity

• Compressing ASCII files

• Improved Logging

• UTC

Other new featuresOther new features

78

The EndThe End

Differences TrainingDifferences TrainingBAAN BAAN IVcIVc--BaanERPBaanERP 5.0c: 5.0c:

Application Administration,Application Administration,Customization and ExchangeCustomization and Exchange

BaanERP 5.0c Tools / Exchange