Authorization Key Upgrade Utility. Release 8.0

Transcription

1 Authorization Key Upgrade Utility Release 8.0

2 Legal Notices 2007 Intuit Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Intuit and the Intuit logo are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Intuit Eclipse is a trademark and/or service mark of Intuit Inc. All other trademarks or service marks are the property of their respective owners and should be treated as such. Intuit Eclipse 8.0 Online Help System This online help system, as well as the software described in it, is provided under license and may be used only in accordance with the terms of the license. The content provided is for informational use only and is subject to change without notice. Intuit Inc. assumes no responsibility or liability for any errors or inaccuracies that may be included in this documentation.

3 Table of Contents Authorization Key Upgrade Utility Overview... 1 Setup Requirements for the Authorization Key Upgrade Utility... 2 Check for Correct Files... 2 Download the Upgrade Utility...2 Update Your Java Version... 3 Additional Assistance... 3 Displaying and Navigating Templates and Users... 4 Searching the Authorization Key Upgrade Utility... 7 Creating Configuration Files Importing and Comparing Configuration Files Saving and Opening Configuration Files Modifying Authorization Key Templates Recommended Authorization Key Details Modifying User Authorizations Testing Authorization Key Export Settings Exporting Configuration Files Working with Authorization Key Error Files Logging Authorization Key Upgrade Activity Index iii

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5 Authorization Key Upgrade Utility Overview When you upgrade from your current Eclipse release to a new release, use the Authorization Key Upgrade Utility to update authorization key templates and user authorizations before your actual upgrade. By reviewing and updating all the templates and authorization keys for your users before your upgrade, which usually occurs over a weekend, you can save yourself time and energy and be able to focus more closely on the upgrade itself to ensure a smooth transition. Intuit Eclipse sends you a configuration file that contains information about the new and changed templates and authorization keys for the new release, as well as recommendations on template and authorization key combinations. You create a configuration file of the templates and authorization keys in your current release. Use the upgrade utility to import and compare your current configuration file with the configuration file for the new release to determine which authorization keys have changed from their previous functionality and which ones are completely new. You can also use this process to update your user's authorization keys and their levels. When you finish modifying the templates and authorization keys, and after your system has been upgraded, you can export the configuration file to the system. After the export, the upgrade utility validates the updated configuration file and creates a report of any authorization key settings that have failed. See Also: Setup Requirements for the Authorization Key Upgrade Utility Creating Configuration Files 2007 Intuit Inc. All rights reserved. 1

6 Authorization Key Upgrade Utility Rel. 8.0 Setup Requirements for the Authorization Key Upgrade Utility Before you install the Authorization Key Upgrade Utility, pre-installation tasks must be complete to ensure that you have the appropriate files in place and the correct system setup. Check for Correct Files New release configuration file from Eclipse: Make sure that you have received the configuration file for the release that you are about to upgrade to. Intuit Eclipse sends you this file by 30 days before your scheduled upgrade. We recommend that you store this file on your desktop so that you can quickly locate it when you start the import process. Note: Configuration files have the file extension.xml, for example, AuthKeyConfig XML. If you have not received the configuration file for your upgrade, you cannot use the Authorization Key Upgrade Utility. Contact your Customer Relations Manager at (508) , extension 2049, and ask that the appropriate configuration file be sent to you. Current release configuration file: Before you begin using the upgrade utility, you must create a configuration file that captures the templates and authorization keys in your current system, along with the authorization key settings. After you create this file, you can import it and compare it to the configuration file that Intuit Eclipse sent you, which contains the authorization keys for your upgrade. Download the Upgrade Utility After completing steps one and two, download the Authorization Key Upgrade Utility. To do this, use the following procedure. To download the upgrade utility: 1. From the Eclipse web site, go to Customer Support > Downloads, and click the Authorization Key Upgrade Utility link. 2. Save the zip file to a location on your PC where you can also save other files related to the upgrade utility. 3. Do either of the following to open the zip file: 4. From the download window, click Open to open the zip file. 5. At a later time, find the zip file on your computer and double-click the zip file. 4. With the zip file open, click setup.exe. The Install window displays Intuit Inc. All rights reserved.

7 Rel. 8.0 Authorization Key Upgrade Utility 5. Click OK. The Authorization Key Utility Setup Wizard displays. 6. Click Next and follow the instructions in the wizard. If the zip file fails to open, use the following procedure to download the most current version of Java software: Update Your Java Version You need the correct version of Java installed on your computer to run the Authorization Key Upload Utility. To update your version of Java: 1. Go to the Java download site, located at 2. Scroll down to Java Runtime Environment (JRE) 5.0 Update Click Download to display the Sun Downloads page. 4. In the Required field, select Accept License Agreement. 5. Under Windows - Platform JS2E Runtime Environment 5.0 Update 11, select the check box for jre-1_5_0_11-windows-i586-p.exe. 6. Click the Windows Offline Installation, Multi-language link. The Java site downloads the selected version of Java software for you to run the Authorization Key Upgrade Utility. Additional Assistance After you have performed the tasks in this topic, and reviewed the documentation for the upgrade utility software, should you have any additional issues, please contact your Customer Relations Manager at (508) , extension Intuit Inc. All rights reserved. 3

8 Authorization Key Upgrade Utility Rel. 8.0 Displaying and Navigating Templates and Users The Authorization Key Upgrade Utility is divided into a Templates tab and a Users tab. The Templates tab is where you compare the current and upgraded authorization key templates and then build the templates for the new release configuration file. The Users tab is where you assign templates and authorization keys to each user and update users' templates and authorization keys and their levels, as needed. When you select an authorization key, the Authorization Key Description area displays quick reference information about that authorization key. These descriptions help you make decisions about how best to apply the keys to your system. The utility displays authorization keys as color-coded, so you can determine, at a glance, which authorization keys have been modified and those that are new to the release, and therefore might require your attention. The utility does not display the following types of users: No Login Message Group Those with no authorization keys or templates assigned. To help you stay organized while updating authorization keys, display templates and users in the following states of review: Display All View all templates or users, whether reviewed or not. Reviewed View only those templates or users that you have set as reviewed. Use this setting to help you keep track of those templates or users that you have reviewed. Not Reviewed View only templates that you have not yet set as reviewed. To display authorization key templates and users: 1. Import or open configuration files. The utility displays the following information in the Templates tab: Column New Templates Description Displays the current release's templates and authorization keys from the configuration file you created. This is where you build the new authorization key templates to upload to your system. Double-click a template folder to view all of the authorization keys currently in that template. Enter an option in the Review Status area to display all templates, reviewed templates, or those templates that you have not reviewed. This selection helps you keep track of your progress as you update templates for the new release. The utility updates only templates that are set as reviewed Intuit Inc. All rights reserved.

9 Rel. 8.0 Authorization Key Upgrade Utility Column Authorization Keys Templates Description Displays the new release's authorization keys from the upgrade configuration file sent to you from Eclipse. Select an option in the Sorted Views area to display the authorization keys in alphabetical order or in order of modified keys, new keys, and unchanged keys. The keys are color-coded as follows: Red Authorization keys in your current release that were modified in the new release. A red key indicates a conflict between the old and new authorization key and informs you that you should verify the updated key's location in the New Templates column. Blue Authorization keys that are new since your last system upgrade and are available to assign to templates in the New Templates column. Yellow Authorization keys that have not changed since your current release. Use the Prev and Next buttons, as needed, to move up and down in the list of authorization keys. The keys highlight when selected. Use the information in the following folders as a reference for building the new templates (View-Only): Current Lists all of the templates and authorization keys in the current release. The templates and authorization keys in this folder match those in the New Templates column before you start building your new authorization key template for the upgrade. Recommended Lists the template/authorization key combinations that we recommend. Click a template to view the recommended authorization keys for that template. 2. Modify the templates, as needed. 3. Click the Users tab. The utility displays the following information: Column New Users Description Initially displays the users and their assigned templates and authorization keys from the current configuration file. Use this column to assign authorization keys and levels to users and to create the file that is uploaded to the new release. Double-click a user ID to view all of the authorization keys assigned to that user. View current authorization levels for a user by mousing-over any authorization key that displays an asterisk (*). Enter an option in the Review Status area to display all users, reviewed users, or those users that you have not reviewed. This selection helps you keep track of your progress as you update user authorizations for the new release. The utility updates only users that are set as reviewed Intuit Inc. All rights reserved. 5

10 Authorization Key Upgrade Utility Rel. 8.0 Column Authorization Key/Templates Current Users Description Displays the new release's templates and authorization keys from the configuration file sent to you from Eclipse. Drag and drop these templates and authorization keys into the New Users column, as needed, to build your updated configuration file. Select an option in the Sorted Views area to display the authorization keys in alphabetical order or in order of modified keys, new keys, and unchanged keys. The keys are color-coded as follows: Red Authorization keys in your current release that were modified in the new release. A red key indicates a conflict between the old and new authorization key and informs you that you should verify the updated key's location and authorization levels in the New Users column. Blue Authorization keys that are new since your last system upgrade. Verify that these authorization keys have been added to users in the New Users column. Yellow Authorization keys that have not changed since your current release. When you assign a user an authorization key or template, the template or authorization key no longer displays in the Authorization Key/Templates column for the user. When you select another user ID in the New User column, the Authorization Key/Templates column refreshes, and therefore, provides a reference for all templates and authorization keys not assigned to the selected user. Use the Prev and Next buttons, as needed, to move up and down in the list of authorization keys. The keys highlight as they are selected. Displays the current release's configuration of users and their assigned templates and authorization keys. This column is view-only. Use this column as a reference when updating user authorization keys. 4. Once you have familiarized yourself with the template and user views, you are ready to search and modify your templates, authorization keys, and user authorizations. See Also: Authorization Key Upgrade Utility Overview Searching for Authorization Keys Modifying Authorization Key Templates Modifying User Authorizations Intuit Inc. All rights reserved.

11 Rel. 8.0 Authorization Key Upgrade Utility Searching the Authorization Key Upgrade Utility Use the Authorization Key Upgrade Utility's search function to find authorization keys, templates, and users. The process you are performing determines whether you should display the Templates or Users tab while searching. For example, if you are assigning authorization keys to users, select the Users tab. In any column in the utility, the Authorization Key Description area displays quick reference information about any selected authorization key. These descriptions help you make decisions about how best to apply the keys to your system. The utility uses a basic search for the Authorization Keys columns on each tab, and it uses a filtered search for the New Templates and New Users columns. This topic describes both search methods: The basic search for the center column of the utility. The filtered search for the left-most column of the utility. This topic also gives instructions for searching on specific items in each tab: Searching the Templates tab. Searching the Users tab. To use the basic search: 1. Import or open configuration files. 2. Click one of the following tabs: Templates Displays the Templates tab, where you can search for templates and authorization keys while setting up your new templates for the upgrade. Users Displays the Users tab where you can search for users, templates, and authorization keys while setting up your user authorizations for the new upgrade. 3. In a Search field in the Authorization Keys column, enter the text string to search on. As you enter a text string, the utility finds the first instance of the text string you entered, up to that point. As you continue to enter characters and the text string becomes more specific, the utility continues to select the closest match, as shown in the table below. If you enter... CUST CUST. CUST.CR The utility selects... the first instance of any authorization key name with the letters CUST in it. For example, the system displays CUSTOMER.MAINT. the first instance of any authorization key name that starts with the letters CUST. For example, the system displays CUST.ACTIVITY.CMT.EDIT. The first instance of any authorization key name that starts with the letters CUST.CR. For example, the system displays CUST.CREDIT.EDIT Intuit Inc. All rights reserved. 7

12 Authorization Key Upgrade Utility Rel Use the following options, as needed, to help you search: Option Prev and Next buttons Count indicators Sorted Views Description Click these buttons, as needed, to move up and down the list of templates and authorization keys. For example, in the Search field, enter a text string, such as SOE.CLOSED.ORDER. The utility selects the first instance matching that text string. Use the Next button to select subsequent matches of that text string throughout the column. Located above each column, this indicator displays the number of items within a selected folder, template, or user. Authorization keys within a template are not counted individually, but the templates are counted as a single item. Select one of the following to define how to display authorization keys in the Authorization Keys column: Modified/New/Unchanged Displays authorization keys in order of those modified since your last upgrade, those that are new, and those unchanged since your last upgrade. These distinctions are displayed as color-coded keys. Alphabetical Displays authorization keys in alphabetical order, regardless of the key's new or updated status. The color-coded keys display mixed within the list. Note: Templates always display in alphabetical order at the top of this column, when present. To use the filtered search: 1. Import or open configuration files. 2. Click one of the following tabs: Templates Displays the Templates tab, where you can search for templates and authorization keys while setting up your new templates for the upgrade. Users Displays the Users tab where you can search for users, templates, and authorization keys while setting up your user authorizations for the new upgrade. 3. In a Search field above the New Templates or New Users column, enter the text string to search on. As you enter the text string, the utility filters out templates that do not contain a match for the text string. Only those templates containing that text string display in the list. Note: Always click the Reset button before starting a new search Intuit Inc. All rights reserved.

13 Rel. 8.0 Authorization Key Upgrade Utility 4. Use the following, as needed, to help you search: Item Reset button Count indicators Review Status Description Click this button after each search to clear the Search field, return the column to its regular view, and start a new search. For example, after you run a search on a template, the utility displays only those templates that contain the text string entered in the Search field. Clicking the Reset button returns those templates that were filtered out of the search. Located above each column, this indicator displays the number of items within a selected folder, template, or user. Authorization keys within a template are not counted individually, but the templates are counted as a single item. Select one of the following to define the status of the item to display in the New Templates or New Users column: Display All Displays all users or templates. Reviewed Displays templates or users that you have set as reviewed. When you have finished reviewing a template or user, set the item as reviewed to help you keep track of your progress as you modify templates and users for the new release. To set an item as reviewed, right-click a template or user, and select Set as Reviewed. You can easily change the setting back, if necessary. Not Reviewed Displays templates or users that you have set as not reviewed. This is the default. To change a reviewed status back to not reviewed, right-click a template or user, and select Set as Not Reviewed. Note: The utility search function respects this setting, as it will search only those templates and users displayed. To search for specific items on the Templates tab: 1. Import or open configuration files. 2. Click the Templates tab to display the current and changed templates and authorization keys. 3. Do the following to search for templates and authorization keys: To search for... specific authorization keys within templates Do the following... Use one of the following methods: Method 1: In the Authorization Keys column, right-click on an authorization key and select Find Templates with Auth Key. Only those templates containing that authorization key display in the New Users column. If no users have been assigned that authorization key, the New Users column is blank. Click the Reset button before starting a new search. Method 2: In the New Templates column Search field, enter a text string. The utility filters only those templates containing the text string to display in the list. Click the Reset button before starting a new search Intuit Inc. All rights reserved. 9

14 Authorization Key Upgrade Utility Rel. 8.0 To search for... an authorization key or template Do the following... In the Authorization Keys column, enter a text string. Use the Prev and Next buttons to jump to subsequent matches of your text string. Click the Reset button before starting a new search. To search for specific items on the Users tab: 1. Import or open configuration files. 2. Click the Users tab to display the current and changed templates and authorization keys. 3. Do the following to search for users, templates, and authorization keys: To search for... authorization keys assigned to users templates assigned to users a user an authorization key Do the following... Use one of the following methods: Method 1: In the Authorization Keys/Templates column, right-click on an authorization key and select Find Users with Auth Key. Only those users containing that authorization key display in the New Users column. If no users have been assigned that authorization key, the New Users column is blank. Click the Reset button before starting a new search. Method 2: In the New Users column Search field, enter a text string. The utility filters only those user IDs containing the text string to display in the list. Click the Reset button before starting a new search. In the Authorization Keys/Templates column, right-click on a template and select Find Users with Template. Only those users containing that template display in the New Users column. If no users contain that template, the New Users column is blank. Click the Reset button before starting a new search. In the New User column, enter a text string. Only user IDs containing that text string display. Click the Reset button before starting a new search. In either searchable column, enter a text string. In the Authorization Keys/Templates column, the utility selects the first occurrence of that match. Use the Prev and Next buttons to jump to subsequent matches of your text string. In the New Users column, the utility filters only those user IDs containing that string. Click the Reset button before starting a new search. Once you have familiarized yourself with the search function, you are ready to modify templates, authorization keys, and user authorizations Intuit Inc. All rights reserved.

15 Rel. 8.0 Authorization Key Upgrade Utility See Also: Authorization Key Upgrade Utility Overview Displaying and Navigating Templates and Users Modifying Authorization Key Templates Modifying User Authorizations 2007 Intuit Inc. All rights reserved. 11

16 Authorization Key Upgrade Utility Rel. 8.0 Creating Configuration Files Before you begin using the upgrade utility, you must create a configuration file that captures the templates and authorization keys in your current system, along with the authorization key settings. After you create this file, you can import it and compare it to the configuration file that Intuit Eclipse sent you, which contains the new and updated authorization keys for your upgrade. To create a configuration file: 1. From the System menu, select System Programming > Program Editor to display the Program Editor screen. 2. In the File Name field, type FBP and press Enter. 3. In the Edit Program field, type AUTH.KEY.UPLOAD.DATA and press Enter. Note: If the system displays a New prompt, press Enter. 4. Type R to run the program and press Enter. The system displays the Run Subroutine Program. 5. At the Passer... prompt, press Esc to display the Create Auth Key Configuration File screen. 6. Use the Begin hot key to create the configuration file for your current release. The system creates the configuration file. 7. At the Press Enter... prompt, press Enter to continue. The system displays the Select file window. 8. In the File name field, enter a file name for your current configuration file. The file name must end in.xml. Note: We recommend that you include your current release number in the file name to help you differentiate between the current and the new release configuration files. 9. Do one of the following to determine where to save the file. To save the file to the default location, click Open. To save the file to a location other than the default location, use the browse option from the Look in field to browse to the location where you want to save the configuration file. In Eclipse, the message bar displays the status of the download. When the download is complete, the system displays the message: Download complete. 10. Press Enter, and then press Esc to exit the screen Intuit Inc. All rights reserved.

17 Rel. 8.0 Authorization Key Upgrade Utility See Also: Authorization Key Upgrade Utility Overview Importing and Comparing Configuration Files 2007 Intuit Inc. All rights reserved. 13

18 Authorization Key Upgrade Utility Rel. 8.0 Importing and Comparing Configuration Files When you import and compare configuration files, you place your current configuration file, which contains all your current authorization keys and settings, side by side with the upgrade configuration file provided to you by Intuit Eclipse. The Authorization Key Upgrade Utility compares the two files and then color-codes the keys, so you can see which authorization keys have changed and which ones have not, as well as see which authorization keys are completely new. The utility allows you to modify the values for those authorization keys, as needed, before your upgrade or go-live weekend. Before you perform the import and compare procedure, you must create a configuration file that contains the templates and settings for the authorization keys in your current release. To import and compare configuration files: 1. From the File menu, click Import and Compare. 2. At the Select CURRENT release to import prompt, use the Look in field to browse to the location of the configuration file for your current release. Note: Look for the configuration file where you saved it while performing step 9 in the Creating Configuration Files procedure. 3. Select your current configuration file and click Select CURRENT release file to import. This file has the file extension.xml. 4. At the Select NEW release to compare prompt, select the upgrade configuration file sent to you by your Eclipse Customer Relations Manager, and click Select NEW release file to compare. Note: Configuration files have the file extension.xml, for example, ControlConfig XML. The current configuration file information and the upgrade configuration file display for you to view and modify. See Also: Authorization Key Utility Overview Displaying Templates and Users Searching for Authorization Keys Modifying Authorization Key Templates Modifying User Authorizations Intuit Inc. All rights reserved.

19 Rel. 8.0 Authorization Key Upgrade Utility Saving and Opening Configuration Files You may want to save your work before completing the upgrade process. When you save a configuration file before completing the process, give the file a new name, and save it to a location that is easily accessible, so you can quickly find it when you want to resume the upgrade process. To save configuration files: 1. From the File menu, select Save Configuration File to display the Save dialog box. 2. In the Look in field, browse to the location where you want to save the file. 3. In the File name field, give the file a new name and an.xml extension. 4. Click Save configuration file. To open a saved configuration file: 1. From the File menu, select Open Configuration File to display the Open dialog box. 2. Select the file to open, and click Open configuration file. The Authorization Key Upgrade Utility displays with your saved information. Note: If you open a saved configuration file and work on it, you must save the edited configuration file with a new name. See Also: Displaying and Navigating Templates and Users Searching the Authorization Key Upgrade Utility Modifying Authorization Key Templates Modifying User Authorizations 2007 Intuit Inc. All rights reserved. 15

20 Authorization Key Upgrade Utility Rel. 8.0 Modifying Authorization Key Templates Use the Authorization Key Upgrade Utility to modify your authorization key templates in advance of your upgrade or go-live weekend. After you create the current release configuration file, and import and compare the current system authorization keys with the upgraded authorization keys, you can drag and drop the new and revised authorization keys to update your template setup. As you update each template in the New Templates column, you can tag the template as reviewed, and then choose to display only those that have not yet been reviewed and may need further attention. Use the view-only Templates column to reference your current authorization key template setups and those template setups that we recommend. You can save your work as a new configuration file anytime during the template update process, and then reopen the file later to resume your work. As you finish modifying templates and users for the upgrade, set the item as reviewed, so that the utility knows which templates and users to update. After you have reviewed all of the templates and users, export your work into Eclipse to complete the upgrade process. To modify templates: 1. Import or open configuration files. 2. Click the Templates tab to display the template/authorization key information. 3. Search for an authorization key that you want to add or delete. 4. Modify the New Templates column, as needed, to create the setup for the upgrade, using the following methods: To... view the authorization keys in a template find templates that contain an authorization key add an authorization key to a template remove an authorization key from a template Do this... In the New Templates column, double-click a template folder to display the authorization keys for that template. In the Authorization Keys column, right click an authorization key and select Find Templates with Auth Key. Only the templates containing that authorization key display in the New Templates column. Click the Reset button to clear search before starting a new search. In the Authorization Keys column, click an authorization key to select it, drag it to a template in the New Template column, and release the mouse button. The authorization keys are color coded to show which ones are updated, new, or unchanged since your last upgrade. In the New Templates column, right-click the authorization key you want to remove and click Remove. The authorization key is removed from the New Templates column and displays in the Authorization Keys column in the order selected in the Sorted Views area Intuit Inc. All rights reserved.

21 Rel. 8.0 Authorization Key Upgrade Utility To... tag a template as reviewed when you are finished updating it. reset a reviewed template to not reviewed. Do this... In the New Templates column, right-click a template, and select Set as Reviewed. The default setting is Not Reviewed. You can track your progress by selecting options in the Review Status area. In the New Templates column, if a template has been tagged as reviewed, right-click the template, and select Set as Not Reviewed. The default setting is Not Reviewed. You can track your progress by selecting options in the Review Status area. 5. Verify that the utility updated the following authorization keys when you imported the configuration files: Authorization Keys SOE.FREIGHT.EDIT SOE.HANDLING.EDIT OE.NSTK.UM.EDIT SOE.CLOSED.ORDER.EDIT.SHIP (level 6) SOE.CLOSED.CHANGE.SHIPDATE PRICE.SHEET.MAINT Description Verify that the utility assigned these authorization keys to templates containing either of the following: SOE.FREIGHT.HANDLING.EDIT SOE.ALLOWED Verify that the utility assigned this authorization key to templates containing the NONSTOCK authorization key. Verify that the utility assigned these authorization keys to templates containing the SOE.CLOSED.ORDER.EDIT authorization key. Verify that the utility assigned this authorization key to templates containing the PRODUCT.MAINT authorization key at the same authorization levels. 6. Do either of the following: If you want to stop modifying the file, but want to open it later for edit, save your work with a new name. If you have finished modifying the file, export the new configuration file into Eclipse to update the authorization keys in the new release. See Also: Authorization Key Upgrade Utility Overview Modifying User Authorizations Importing and Comparing Configuration Files 2007 Intuit Inc. All rights reserved. 17

22 Authorization Key Upgrade Utility Rel. 8.0 Searching the Authorization Key Upgrade Utility Displaying and Navigating Templates and Users Intuit Inc. All rights reserved.

23 Rel. 8.0 Authorization Key Upgrade Utility Recommended Authorization Key Details The Templates column of the Authorization Key Upgrade Utility provides a Recommended folder that contains template and authorization key combinations recommended by Eclipse. While modifying templates, you can reference the contents of the Recommended folder to make sure you are including the correct authorization keys. Maintaining the proper combinations of templates and authorization keys assures the most efficient use of the system overall. Templates in the Recommended folder have an ECL prefix to differentiate them from those in the Current folder to assure that you immediately recognize which are the recommended templates. If a recommended template ends with a number or the letters PU (power user), the numbers represent authorization levels, 1 being the least authorized, and PU the most authorized. When you mouse-over an authorization key that has an asterisk (*) next to it, the tool tip displays the authorization key's range and recommended level for that template. The following table lists each recommended template and its description. These template descriptions also display in the Authorization Key Description field at the top of the tab when a template is selected. Authorization Key Recommended Templates AP_ENTRY_1 AP_ENTRY_PU AR_ENTRY_1 AR_ENTRY_PU BASICS COGS_EDIT Description of Authorization Keys in the Template Users can enter accounts payables, print checks, and bill direct ships. Users can do the following: Print and void checks. Change check dates. Manually approve accounts payable items. Edit reconciled purchase orders. Bill directs. Users can enter cash, print statements and invoices, and edit payments on orders. Users can do the following: View full credit card information. Resettle a credit card batch or remove a transaction from a batch before it is processed. Every new user needs these authorization keys to operate Eclipse. Users have access to sales entry, job queue functions, and fax functions. Users can view and edit accounting costs. Important: Restrict these authorization keys to the highest-level employees. COGS_OK COST_OK Users can view accounting costs and gross profit values. Users can view cost and gross profit values Intuit Inc. All rights reserved. 19

24 Authorization Key Upgrade Utility Rel. 8.0 Authorization Key Recommended Templates CREDIT_MAINT CREDIT_OVRD CUST&VEN_MAINT GL_ENTRY_1 GL_ENTRY_PU PRD_SLS_MAINT_1 PRD_SLS_MAINT_PU PURCH_ENTRY_1 PURCH_ENTRY_2 PURCH_ENTRY_PU RF_WHSE_1 Description of Authorization Keys in the Template Users can do the following: Access the credit screen in Customer Maintenance. Release credit holds. Apply credit overrides. Users can override credit up to 15% over credit limit. Users can fully access Contact Maintenance, Customer Maintenance, and Vendor Maintenance. Users do not have access to credit limits. Users can do the following: Create journal entries. Access gross ledger reports. Post to valid accounts and branches. Users can re-open a closed period when necessary and build gross ledger accounts. Users can create and maintain matrix cells for their territory, using existing sell groups. Users can do the following: Access sell and buy matrix cells and maintain existing matrix cells. Create new sell groups. Access historical costs by branch on products. Fully access Product Maintenance. Users can do the following: Enter and print purchase orders, however, they cannot make adjustments to closed purchase orders. View buy lines. Access Product Maintenance, except for branch costs. Users can do the following: Change a vendor on a purchase order, and set up vendor-specific costs. Change quantity and price on open and closed orders. Change a closed purchase order back to open. Access all buy lines and update appropriate fields in Buy Line Maintenance. Access Product Maintenance, except for branch cost. Users can do the following: Maintain all fields of Buy Line Maintenance. Edit procure groups. Access and update values in Product Maintenance, except for branch cost. Users have basic functionality for RF warehouse, including put away and picking Intuit Inc. All rights reserved.

25 Rel. 8.0 Authorization Key Recommended Templates RF_WHSE_PU SALES_ENTRY_1 SALES_ENTRY_2 SALES_ENTRY_3 SALES_ENTRY_PU TRANS_ENTRY_1 TRANS_ENTRY_2 TRANS_ENTRY_PU WHSE_MAINT_1 WHSE_MAINT_PU WHSE_RECV_1 WHSE_RECV_2 WHSE_RECV_PU Description of Authorization Keys in the Template Authorization Key Upgrade Utility Users have the ability to close items with the status of INPROCESS and increase quantities on orders. Users can do the following: Create and edit bids and sales orders. Apply cash to orders if open or closed. Users cannot edit quantity or price on closed orders. Users can do the following: Edit price, but not quantity, on closed orders. Turn an order into a bid. Edit cost basis for basis/formula in pricing. Users can do the following: Edit price, but not quantity, on closed orders. Turn an order into a bid. Edit cost basis for basis/formula in pricing. Users can edit tagged quantities. Users can do the following: Edit an order, as long as the invoice has not been printed. Change the writer on orders. Change a customer on a closed order. Change a ship date on a closed order. Cancel a closed order. Re-open an order. Break package quantity. Edit payments on orders. Re-print a ship ticket. Users can create transfers and can edit open quantities. Users can edit open and closed quantities. Users can cancel a closed transfer and can review transfer exceptions that are system-generated. Users can move material from one location to another and can view inventory adjustments. Users can make inventory adjustments that change on-hand quantities and can modify adjustments already made. Users can edit and receive open purchase orders, based on the products on the packing slip. No editing is allowed once product is received. Users can make corrections on receipts not yet reconciled. Users can re-open a closed generation or cancel a closed generation Intuit Inc. All rights reserved. 21

26 Authorization Key Upgrade Utility Rel. 8.0 Authorization Key Recommended Templates WHSE_SHIP_1 WHSE_SHIP_2 WHSE_SHIP_PU Description of Authorization Keys in the Template Users can edit quantities on closed orders, as long as a ship ticket has not been produced. Users can view, but not change, a closed manifest. Users cannot reprint a ship ticket. Users can do the following: Open a closed manifest, if necessary. Edit quantities on closed orders, as long as the ship ticket has not been produced. Reprint a ship ticket. Users can do the following: Change quantities on closed orders, even after the ship ticket has been produced. Reopen manifests. Reopen an order that has been identified as shipped. Reprint a ship ticket. See Also: Modifying User Authorizations Modifying Authorization Key Templates Intuit Inc. All rights reserved.

27 Rel. 8.0 Authorization Key Upgrade Utility Modifying User Authorizations Use the Authorization Key Upgrade Utility to modify user authorizations, as needed, before your upgrade or go-live weekend. After you create the current release configuration file, import and compare the current release authorization keys with the upgrade authorization keys, and update templates on the Template tab, you can drag and drop the new and revised authorization keys and templates to update your user setup. As you update users in the New Users column, you can tag users as reviewed, and then choose to display only those users that need further attention. While updating user authorizations, use the view-only Current Users column as a reference of your current authorization key setups. You can save your work as a new configuration file anytime during the user authorization update process, and then reopen the file later to resume your work. As you finish modifying users for the upgrade, set the user ID as reviewed, so that the utility knows which user information to update. After you have reviewed all of the user IDs, export your work into Eclipse to complete the upgrade process. To modify a user authorization: 1. Import or open configuration files. 2. Click the Users tab to display the user authorization information. 3. Search for the user IDs that you want to modify, if necessary. 4. Modify the New Users column, as needed to create the authorization key setup for the upgrade, as follows: To... view all templates and authorization keys assigned to a user view all templates and authorization keys not assigned to users Do this... In the New Users column, double-click the user ID to display the templates and authorization keys assigned to that user. In the New User column, select a user ID. The folders in the Authorization Keys/Templates column display templates and color-coded authorization keys as follows: Red Authorization keys in your current release that have changed in the new release. Blue New authorization keys since your last system update. Yellow Authorization keys that have not changed since your current release Intuit Inc. All rights reserved. 23

28 Authorization Key Upgrade Utility Rel. 8.0 To... assign a template or authorization key to a user Do this... In the Authorization Keys/Templates column, click a template or authorization key to select it, and then drag it to a user ID in the New Users column. Note: To assure that users get the updated version of templates, first modify templates on the Templates tab before updating user templates. edit an authorization level remove an authorization key from a user tag a user ID as reviewed when you are finished updating it reset a reviewed user to not reviewed find users that have a specific template or authorization key assigned to them When you assign a user a template or authorization key, that item no longer displays in the Authorization Key/Templates column for the user. When you select another user ID in the New User column, the Authorization Key/Templates column refreshes, and therefore, provides a reference for all templates and authorization keys not assigned to the selected user. Note: You cannot add a template from the Authorization Keys column to a template in the New Users column. In the New User column or New Templates column, authorization keys displaying asterisks (*) contain a range of levels. Mouse-over these authorization keys to view the range and level assigned. To change an authorization level, double-click the authorization key to display the Input prompt, and enter the authorization level required for this user. The prompt does not display for authorization keys with no authorization ranges. The Authorization Key Description area displays information about the authorization key levels, if applicable. In the New Users column, right-click the authorization key you want to remove and click Remove. The authorization key is removed from the user, and displays in the Authorization Key/Templates column for that user. In the New Users column, select the user you want to tag, rightclick, and select Set as Reviewed. You can track your progress by selecting options in the Review Status area. In the New Users column, if a user has been tagged as reviewed, right-click the user ID, and select Set as Not Reviewed. The default setting is Not Reviewed. You can track your progress by selecting options in the Review Status area. In the Authorization Keys/Templates column, right click a template or authorization key, and select Find Users with Auth Key. Only users with this authorization key display in the New Users column. Click the Reset button before searching for another authorization key Intuit Inc. All rights reserved.

29 Rel. 8.0 Authorization Key Upgrade Utility 5. Verify that the utility updated the following authorization keys when you imported the configuration files: Note: Authorization keys displaying asterisks (*) contain a range of levels. Mouse-over these authorization keys to view the range and level assigned. To change levels, In the New Users column, double-click the authorization key to display the input prompt. Authorization Keys Changed authorization keys since your last upgrade: SOE.CLOSED.ORDER.EDIT SOE.CLOSED.ORDER.CANCEL POE.CLOSED.ORDER.EDIT SOE.CLOSED.ORDER.CANCEL TOE.CLOSED.ORDER.EDIT TOE.CLOSED.ORDER.CANCEL AOE.CLOSED.ORDER.CANCEL USER.MAINT.ALLOWED USER.KEY.MAINT BUYLINE.MAINT PROCUREMENT.CONFIRM SOE.ALLOWED POE.ALLOWED TOE.ALLOWED WOE.ALLOWED POE.OPEN.ORDER.PRINT AP.EDIT.REC.PO SOE.PACKAGE.QTY SUGGESTED.PO.QUEUE (two levels) SUGGESTED.AUTO.TRANSFER (two levels) SOE.FREIGHT.EDIT SOE.HANDLING.EDIT OE.NSTK.UM.EDIT SOE.CLOSED.ORDER.EDIT.SHIP (six levels) SOE.CLOSED.CHANGE.SHIPDATE PRICE.SHEET.MAINT Description Search users for these authorization keys and verify that authorization levels have been updated, as needed. To maintain backward compatibility, verify that these authorization keys have been added to every user in the system. Adjust authorization levels, as needed. Verify that the utility assigned these authorization keys to users with either of the following: SOE.FREIGHT.HANDLING.EDIT SOE.ALLOWED Verify that the utility assigned this authorization key to users with the NONSTOCK authorization key. Verify that the utility assigned these authorization keys to users with the SOE.CLOSED.ORDER.EDIT authorization key. Verify that the utility assigned this authorization key to users with the PRODUCT.MAINT authorization key at the same authorization levels Intuit Inc. All rights reserved. 25

30 Authorization Key Upgrade Utility Rel Do either of the following: If you want to stop modifying the file for now and open it later for edit, save your work with a new name. If you have finished modifying the file, export the new configuration file into Eclipse to update the authorization keys in the new release. See Also: Authorization Key Upgrade Utility Overview Modifying Authorization Key Templates Importing and Comparing Configuration Files Searching the Authorization Key Upgrade Utility Displaying and Navigating Templates and Users Intuit Inc. All rights reserved.

31 Rel. 8.0 Authorization Key Upgrade Utility Testing Authorization Key Export Settings Before you export your configuration file, review and edit, as necessary your Eclipse host settings, IP address, and port settings. Then, test your system's host settings, IP address, and port settings to determine, before the upgrade, whether you have any firewall or connection issues. When you run this test, the system loads the Authorization Key Upgrade Utility with a configuration file that contains a single authorization key called SIMPLE.EXAMPLE, so you can determine the accuracy of your export settings without processing a real configuration file. To review and edit host, IP, and port settings in Eclipse: 1. Review and edit the following information as needed: Host From the System menu, select TCL. At the semi-colon (;) prompt, type SH and press Enter. At the dollar sign ($) prompt, type hostname and press Enter. The system displays the host name on the next line. IP Address At the dollar sign ($) prompt, type ping <hostname> and press Enter. The system displays the IP addresses for your system. When you see the IP address you want, press Ctrl-Pause/Break to stop the process. At the dollar sign ($) prompt, type exit and press Enter to escape. Note: To exit the TCL program, at the dollar sign ($) prompt, type exit and press Enter. At the semi-colon (:) prompt, press Esc. Port From the System menu, select Phantom Status. In the Program column, find the line item SOCKET.PH.SERVER. In the corresponding location in the Status column, find the Accepting on Port message. The number following the pound sign (#) is the current port setting. Contact Eclipse Support if this process is not available. Note: To display all the active programs in your system, press Alt-A. To test export settings: 1. Open the Authorization Key Upgrade Utility. 2. Form the File menu, select Test Export Settings. 3. In the Host field, enter the name of your host. 4. In the Port field, enter the name of your port. 5. Click Export to run the test. The Progress bar displays the progress of the test, and then one of the following occurs: The system displays the following message: Test export was successful. Click OK and continue with Exporting Configuration Files. The system displays the Exception Error window. Click OK to close the window, and contact Eclipse Support for help with diagnosing the problem Intuit Inc. All rights reserved. 27