Setting menu permissions for operator groups

Start – Programs –> Infor –> Security –> User Manager

Log into User Manager as your administrative user, typically Suadmin.

Double click on the Group for the user that you want to establish a menu.

On installation all users and groups must have been migrated.

You can then see all of the functions available within SunSystems 5.

Select items that you wish to be available to the user group.

To allow access to User Group Menu Designer then the “Enable access to Navigator Editor” must be checked.

Press okay to accept, and then log out of User Manager.

Finally log the Suadmin user out from the SULogin Monitor.

The My Favourites menu tab is created when Navigator is installed. You can add items to this tab such as functions, folders and shortcuts to files and URL’s. Other tabs belong to different groups which you can view but not edit.

15.2.1. Checking out

The first step will be to check out the menu that you wish to change or you wish to base your new menu on.

To check out a menu select the Check Out icon and a list of the menus available to check out will be displayed:

The menus displayed will be presented in the following format:

Language Code/Operator Group Name e.g. 01ZZZZZ

Therefore, you will see that ZZZZZ will be displayed many times as it has been created in various languages.

Changes cannot be made to ZZZZZ menu. To make changes you will need to check it out and save to a new group name and then make changes.

Select the menu that you wish to check out and select Check Out

15.2.2. Checking In

Once the required changes have been made to the menu you have created you will need to check it in to make it available.

To check in select the menu you wish to check in and click Check In Icon . The following window will then be displayed:

Select the menu that you wish to check in and select the Check In button

The menu will now be available to the members of the Operator Group that it is assigned to.

15.2.3. Saving the menu as a new name

To save the checkout menu as a new menu select File, Save As and the following window will be displayed:

Choose the Operator Group that you wish to assign this menu to and select OK.

The menu will then be renamed with the Operator Group name selected.

Menus can be saved as a Template by selecting the Template radial button. This will allow you to build a menu and base any subsequent menus on this template.

Menu files are saved as .OPX. Templates are saved as .OPX files but given a type of MTX.

15.2.4. Saving a Menu as a Template

Saving a menu as a template allows the menu to be stored as a basis for future menus without assigning it to a specific operator group.

Template file names are user-definable and given a file extension of .OPX and a type of MTX.

To save a menu as a template:

From the File menu select Save As and the following window will be displayed:

Select the Template radial button

The Local Files area will then display a list of the OPX files currently checked out.

Select the menu you wish to save as a template.

The Local File Folder displays the path to the folder where your menu is to be saved.

Enter a name for your template in the File Details field.

Click OK

Your template will now be saved.

Once templates have been saved, they must be checked in to the server before they are available to any other users.

The template can then be used to create new menus by checking it out and saving as a new menu.

15.2.5. Inserting New Folders

Once a menu to be edited has been checked out you may wish to insert a new folder.

To insert a new folder:

Within the selected objects pane, right click the folder in which you want to insert the new folder

Select Insert Folder and the following window will be displayed:

15.2.6. Inserting an Internal function

Once a new menu has been created you may wish to create new functions.

Whenever possible, you are advised to copy functions from other menus or templates and, if required, make any minor amendments necessary. This will ensure that all parameters are inserted correctly.

To insert a new function:

Ensure the menu to be edited has been checked out and opened

Within the selected objects pane, right click the folder in which you want to insert a new function

Select Insert New Function and the following window will be displayed:

Enter the name of the new function Select SunSystems function

Select a location for the function in the menu structure using the Position in Folder radial buttons.

Click OK

The Function Properties window will then be displayed:

Description will be automatically populated.

Enter Shortcut name and choose an Icon for your function from the drop down list.

If you wish to pick up a function from another server then you can put in the server name in the Server field.

Enter the SunSystems internal function Id e.g. SALE for Ledger Entry. If you are not sure of the Id then open a similar function to find the Id that is used.

If you have a form that you wish to invoke with this function then enter the name of the form in the Form field. When there is more than one form for the function, SunSystems prompts you to select a form during run-time.

If you wish this function to work with a particular Business Unit then enter the name of the Business Unit in the Business Unit field. If you wish the function to work across all Business Units then leave this field blank.

Select Navigation Manager from Function Context if you want the function to be accessible only from Navigation Manager. Select SunSystems Forms if you want the function to be invoked only from a command button on a SunSystems form.

Otherwise select both.

Enter whether you wish this function to work with the Actual or Budget Ledger.

When entering function parameters, they must be:

! Preceded by the Internal Function Id or filter definition Control Id to which they relate

! Enclosed in ‘() brackets

! Separated by a ‘^’ caret

If function parameters that specify the verstion of a form to be used are omitted or are invalid, the Find Form List is displayed when the Navigation Manager function is used, prompting the user to select the required form.

For example, if you wish to activate ledger entry for journal type GJ using form JE10 you would enter the following parameters:

Ledger Entry

Internal Function Id SALE1

Parameter 1 Ledger Entry Journal Type

Parameter 2 The version of the Ledger Entry main

form to be used (internal function Id SALE1)

Therefore the parameter syntax will be: SALE1(GJ)^(JE10)

Once the parameters have been entered your function is now complete:

Your function will then be displayed in the menu

15.2.7. Inserting External Functions

As well as inserting internal SunSystems functions you can also add external functions to your menu. For example you may wish to add Microsoft Excel to your menu or even a specific spreadsheet from Microsoft Excel.

To add an external function:

Right click on the folder that you wish to add your function to and choose Insert Function

The following window will then be displayed:

Enter a Function Description and select an executable type of External

Choose where you wish to insert this external function by using the Position in Folder radial buttons.

Click OK

The following window will then be displayed:

Enter a shortcut name for this function and choose an Icon from the list to represent your function.

Select navigation Manager from Function Context if you want the function to be accessible only from Navigation Manager. Select SunSystems Forms if you want the function to be invoked only from a command button on a SunSystems form.

Otherwise select both.

Enter the full path of the program to run in the Executable field. For example for Microsoft Excel you can enter C:\Program Files\Microsoft Office\Office\Excel.exe.

The Command Line Argument field can be used to enter other parameters that your program requires. For example for a specific Excel spreadsheet you can enter “C:\My Documents\Accounts.xls”.

Always enclose the Command Line Argument in “” quotation marks.

Enter the path of your working directory or leave blank

Click OK

Your external function will then be displayed in the menu:

Save your menu and check it in to make it available on the server.

15.2.8. Deleting Folders and Functions

To delete folders and functions from Navigation Manager

Ensure the menu to be edited has been checked out and opened Right click the folder or function you want to delete

Select Delete Folder or Delete Function

Any changes made to Navigation Manager menus must be saved and checked in to the server before they can be seen within Navigation Manager.

15.2.9. Deleting Menus

You may wish to delete menus once they have been created. You cannot delete ZZZZZ menus.

Select the check out icon and the following window will be displayed:

Select the menu you wish to delete Click Delete

The menu files are deleted from the server, the Check Out window closes and you are returned to the main Navigation Manager Editor window.

SunSystems 5 Administration