Using. Safran Planner System Administration. Safran Planner 5

Transcription

1 Using Safran Planner System Administration Safran Planner 5

2 Copyright (c) , Safran Software Solutions AS. All Rights reserved. Accuracy Although every effort has been made to ensure the accuracy and completeness of this document, no warranty, expressed or implied, is made by Safran Software Solutions AS as to the accuracy of this publication and the features or the applicability of techniques suggested. Copyright Notice The information provided in this manual is for informational purposes only. It may be changed without notice, and does not represent a commitment as to merchantability or fitness for a particular purpose by Safran Software Solutions AS. The software described in this manual is provided by Safran Software Solutions AS under a Safran License Agreement. The software may be used only in accordance with the terms of the license agreement. No part of this manual may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying and recording, for any purpose without the express written permission of Safran Software Solutions AS. Safran is a registered trademark of Safran Software Solutions AS. Safran Project, Safran Details, Safran Enterprise Developer, Safran Planner, Safran for the Microsoft Project Platform, Safran for Microsoft Project, Safran Web Access and Working Smarter are trademarks of Safran Software Solutions AS. All other brands and product names are trademarks or registered trademarks are property of their respective holders.

3 i CHAPTER 0 0TABLE OF CONTENTS CHAPTER Overview Using the Administration Guide Safran Planner Documentation Distributing Information Safran Planner System Administration Features Using the Safran PLanner Starting Safran System Administration System Administration Safran System Administration Window Application Users and Security User name and Passwords Safran Planner Users Safran Planner User Groups Access and Permissions User Access Object Type Defining and Maintaining Adding a New Safran Planner User Users Deleting a User Create a New Safran Planner User Group Adding a User to a New Group Remove a User Group Membership Delete a Group Object Ownership Transferring ownership Managing the Safran Planner Initiating a New Database for Safran Planner Database Upgrade a Safran Project Database to Latest Version Database version update check Database Objects Look at the Database Tables with Definitions Look at Database Views and their Definitions Look at Database Procedures Look at Database Triggers Database Utilities Execute SQL Queries Run a SQL Command-File See all current Safran Planner Users Browse Safran System Objects Creating a New Object Delete an Existing Object Grant / Revoke Access to an Object Maintain Reports and Filter Groups Report Groups

4 ii TABLE OF CONTENTS Setting up Enterprise Fields and Codes Filter Groups Pictures Objects Not in Use The License Viewer Setting up the Enterprise Fields Importing and Exporting Enterprise Codes

5 1 C HAPTER OVERVIEW Safran Planner is a focused project planning, and project management software, engineered to let project organizations plan, organize, track and monitor their work. Safran Planner lets you store your schedule and project data in Microsoft SQL Server or Oracle databases, providing organizations with enterprise project management scalability. Your Safran Planner installation includes the Safran Planner application, the Safran Database, and the Safran Planner System Administration application. The Safran Planner System Administration, Sysadm or SA for short, is an application tool to help you set up your databases for Safran Planner SQL, define users, user groups and permissions, maintain system and versions, upgrade your project management software and more. Using the Administration Guide This guide provides you, the System Administrator, with the knowledge and skills necessary to plan, deploy and maintain a Safran Planner installation. This includes installing, configuring and upgrading the Safran database structure (tables), creating users, permissions, creating objects and maintaining profiles. As a system administrator you may want to read the Safran Project System Guide, which outlines the Safran database and table definitions, and includes the Safran Project data model. You may also want to refer to the Safran Planner user guide Exploring Safran Planner. You should also read the Customer Release Notes and the Installation Guide to get an update on installation and system requirement information. This guide is organized as follows: Chapter 1: Overview, an introduction to the Safran Planner System Administration guide Chapter 2: How to use the Safran Planner system administration aplication.t

6 2 CHAPTER 1 Overview Chapter 3: Users, security and permissions Chapter 4. Maintaining Users and User Groups Chapter 5: Maintaining the Safran Planner Database. Chapter 6: Creating enterprise fields and codes. Safran Planner Documentation The Safran Planner documentation consists of a set of on-line manuals available on the Safran Planner media. You can access the online documentation by opening the applicable *.PDF file to view the information using Adobe Acrobat Reader. The following table describes each manual: Title Exploring Safran Planner Safran Planner Installation Guide Safran Planner Systems Administration guide Customer Release Note Description The Safran Planner SQL user s Guide. Provides a detailed description of how to use the system. A guide to assist you when installing the Safran Planner SQL software. This Guide. Includes information about planning and deploying a Safran Planner SQL implementation, User and user access, groups and group access and how to use the features of the SA application. The Customer Release Note - CRN for short - contains information about new features, enhanced functionality and errors corrected in the latest version of the software. The CRN also contains information about changes to the database, system requirements and supported environments. Distributing Information The online documentation can be copied to a network drive, or to a project intranet for access by project participants. Each team member can then print only those portions that specifically relate to his or her role in the project.

7 3 Safran Planner System Administration Features The Safran Planner System Administration application offers focused features to help you set up, control, coordinate and administrate your Safran Planner installation. Some of the features include: Initiate a new Safran Project database Upgrade a Safran database to latest version Maintain/update list of valid users Maintain/update list of user groups Maintenance and transfer of ownership to objects Run SQL queries Grant/revoke access to Calendar sets, Userfield sets, Resource sets and Symbol sets Create and maintain report groups Create and maintain filter groups. Create and maintain corporate or enterprise project fields and codes.

8 4 CHAPTER 1 Overview

9 5 C HAPTER 2USING THE SAFRAN PLANNER CHAPTER SYSTEM ADMINISTRATION APPLICATION The Safran Planner System Administration application is used to initiate and maintain your Safran Planner application and database. To be able to access the Safran Planner SA, a database and at least one user with database administrator privileges must have been set up. Creating databases (and schemas in Oracle) is normally among the tasks that the IS department like to consider their domain. Therefor we recommend that you contact your IS department and work closely with them. Please also read the installation guide before starting the installation of the Safran Planner. If you are running Safran Planner as a personal edition with a Sybase Adaptive Anywhere run-time database, the database is already set up together with a DBA user, and the Safran Planner SA application can be utilized after installing the software. Starting Safran System Administration Depending on your installation there are three ways to start Safran Planner System Administration. 1 Using an Icon. For convenient access, a windows capability allows a short-cut icon to be added to your desktop. 2 Using the windows Start Menu. Another windows capability that is available for initiating programs is the Start Menu. USING

10 6 CHAPTER 2 Using the Safran PLanner System Administration Application 3 Choose the program file (saplsql.exe) from the appropriate directory window in your windows explorer. To login, select Database system, enter your System Administration Login ID and Password, and specify database name. The system administration login and password should be provided by your IT/IS department. If you do not know this information you should check with your IS department. The ODBC button allows you to browse for your Sybase Adaptive Anywhere database(s). By default this is named Safran.DB. Safran System Administration Window The main System administration window is illustrated and described below. USING

11 7 The Safran Planner System Administration application is an uncluttered application providing you with a focused set of features and menu options. The main tool bar provides you with short- cut access to functions from the File and Tools menus; Change Database, Save, Users/Groups, Database Objects, Object Browser, Report Maintenance, Report Groups, Filter Groups and Pictures, Enterprise Fields, License Viewer and Objects not in use. Use the The File menu to change database, save your changes and exit the Safran Planner System Administration application. The Change Database option allows you to monitor, update and maintain several Safran Planner databases and installations from one Safran Planner System Administration session. USING

12 8 CHAPTER 2 Using the Safran PLanner System Administration Application The Tools Menu lets you add and modify users and user groups, view the table definitions of the Safran database, view, procedures and triggers, access the utility functions, view and maintain Calendar sets, User field sets, Resource sets, and Symbol sets. You can also add, and maintain report groups, filter groups and pictures or logos saved to the Safran Planner database. You can change ownership of reports, create and maintain your enterprise fields and codes, view license information and View and delete objects (Calendar sets, Resource definition sets, profile sets, symbol sets and user field sets) not in use. For details on the different functions and options please see later chapters in this guide. USING

13 11 C HAPTER USERS AND SECURITY Safran Planner enables multiple users to work simultaneously in the same project and across an organization. User access and security is added to Planner to ensure that data is protected from unauthorized access. Safran Planner provides two mechanisms for protecting against unauthorized access: User name and password - to prevent outsiders accessing your project data Access permissions - to control the level of access and the actions authorized users are allowed to perform on the objects in your Safran Planner implementation. User name and Passwords When you start your Safran Planner session and select the database you wish to access, Safran Planner asks for your user name and password. It checks the information in the user tables of that database to see if they are a valid combination and, if so, starts your Safran Planner Session. Safran Planner Users Control with who can access the Safran Planner database is mainly kept by creating users, who can be granted or denied access to Projects, Calendars, User field sets, Resource sets and Symbol sets. The users are kept in the table "users" with columns "login_name" and "full_name". Each Safran Planner user must also be a database user. When a user is created in the System Administration application, the application checks if a corresponding user exists, and creates a new user if necessary. (A corresponding login must be created first, by the database system administrator). All Safran Planner users should be members of at least one database group. When a Safran Planner database is initiated, a default group is initiated, and this group is granted "all" privilege to all the tables, as well as "execute" privilege to stored procedures. Initially, all Safran Planner users should be assigned to this group.

14 12 CHAPTER 3 Users and Security If the system administrator wants to differentiate the database privilege between different groups of users a new group may be added, and some of the users moved from the default group to this new group. The system administrator must then keep track of which users belong to which database group, and grant and revoke privilege accordingly. Safran Planner User Groups To simplify access control administration, Safran Planner users can be organized in user groups. NOTE:These are NOT identical to DBMS groups, it is important to keep these two concepts apart. When you select the access permission for the objects in your Safran Planner database, you can give all the members of a group the same permission. A user can be member of several groups. Information about groups are kept in two tables: One table "user_groups" keeps the definition of the groups, with columns "group_id", a numeric identifier for the group, and "name", to keep a descriptive name for the group; another table "group_members" with columns "group_id" and "login_name", keeps track of which user is member of which groups. When the Safran database is initiated, a default group "public" is created, with group_id=1. All new users are given membership in this group. A user can be a member of one or more groups. Access and Permissions Access is set on different objects: Projects, Calendars, Userfield Configurations, Resource Sets, Profiles and Symbol Sets. For projects there are three access-levels: Read, Test, Exclusive - on the other object types the only levels are Read and Update. The owner of a Safran Planner object is the user logged on to Safran when the object is created. Normally it is the owner who grants other users access to his or her objects. New Safran Planner objects lime calendars, user field sets, Resource sets and Symbol sets can also be created by the system administrator from the SA application. And the system administrator is also allowed to grant users access to these Safran Planner objects. Access to projects can only be given by the owner from the Safran Planner application. If a user has "read" privilege to a project or other objects, he or she is allowed to report on this object, and to look at its data, but not to change its contents. "Update" privilege allows the user to fully load and change/update the data. Exclusive" means that no other users can open the project for update while this user has the project open.

15 13 Access can be given to groups, or individual users. Any user's privilege to any object equals the maximum privilege the user has individually or as a member of a group. If a user is member of a public group, and this has "read" privilege to a project, the user can be given "Update" privilege separately to allow the user to update and modify project data. To Delete a Safran Planner Object you must be the owner of that object, or you must be the system administrator logged on to the SA application. User Access Object Type There are two tables for access control: "user_access", with the columns "login" (user), "object_id", "object_type" and "access_level" (From 1(Read) to 4 (Exclusive); and "group_access" with "group_id", "object_id", "object_type" and "access_level". Safran Planer SQL Object Projects Resource set Calendar User field set Profiles Symbol set Access levels read, update, exclusive read, update read, update read, update read, update read, update

16 14 CHAPTER 3 Users and Security

17 15 C HAPTER DEFINING AND MAINTAINING USERS On of the primary functions of Safran Planner System Administration is the creation and maintenance of Safran Planner users. Every user that will be needing access to Safran Planner must be defined as a valid Safran Planner user. The User Maintenance option allows you to: Create new Users Create new User Groups Delete Users Delete User Groups Change/modify Users full Name Remove/add Group memberships Change Object ownership Select Tools>Users/Groups from the main menu or click the Users Icon on the main toolbar.

18 16 CHAPTER 4 Defining and Maintaining Users The User Maintenance window is a two -paned window with a hierarchic out-line style window on the left and a list of users, groups, and user details on the right. By selecting users from the left pane the right pane displays a list of all defined users with login Id and full name. By selecting a individual user, the right pane displays the login Id and the full name together with any group membership of that individual user. Selecting user groups in the left pane window displays a list of defined user groups in the right pane. Selecting a specific user group in the left pane, displays group memberships in the right pane. NOTE: To save any changes, choose "Save" from the File-menu (You may also click on the "Save" Icon on the window toolbar, or press Control + "S"). If you should close the window without saving, you will also be prompted to save before closing. Adding a New Safran Planner User NOTE:In Oracle the system administrator must create a database user. In MS SQL-Server a database login must be created before a database user is created. A database login can only be created by a database system administrator. Be sure that these are in place before creating corresponding Safran Planner Users, as it is not possible to create a Safran Planner User without a corresponding database user. In the user/group maintenance window, select "Users" in the outliner pane, and then "Add user" on top of the user-list. ("New" from the Edit menu or press Control + "N", has the same effect). The "Initiate new Safran Planner user"-window will appear: Now you can select a name from the user name drop down, which contains users in the database who are not registered as Safran Planner users (In SQL-Servers, along with Server logins who are not users in this database). Choosing a user may also initiate the "full name" field, enabling you to choose next.

19 17 Deleting a User In the user/group maintenance window, select the user. Choose "Delete" on the "Edit" menu (you may also click on the "Delete" icon on the window toolbar, or press Control + "D"). You should now be prompted to confirm deletion of the user. You may also drop a user when that user is selected in the left pane, by clicking on the icon in the right pane, and draging the user to the dust bin. NOTE:Before deleting or removing a user from your Safran Planner database, please read the object Ownership section carefully. Deleting users also removes his or her filters, layouts and report specifications Create a New Safran Planner User Group In the user/group maintenance window, select "User Groups" in the outliner pane, and then "Add user" on top of the user-list. ("New" from the Edit menu or press Control + "N", has the same effect). The "Initiate new Group" - window will open: You should now enter the new group's name. Having done that click "OK", and the new group is created and ready to accept members. Adding a User to a New Group In the user/group maintenance window, select the user. The user name and full name will appear in the right pane, above the list of groups the user currently is a member of. Drag the icon to the left of the name, and drop it on the group to which you want the user added. Remove a User Group Membership In the user/group maintenance window, select the user, and the list of groups the user is a member of, will be shown. Click on the group, and drag it to the dust bin in the bottom right corner. This will remove the group from the list. OR:

20 18 CHAPTER 4 Defining and Maintaining Users Select the group, and the list of users will be shown. Drag the user over to the dust bin instead. The user will disappear from the list. NOTE:Deletion of Public Group membership is not allowed! Delete a Group In the user/group maintenance window, select the group. Choose "Delete" on the "Edit" menu (you may also click on the "Delete" icon on the window toolbar, or press Control + "D"). You should now be prompted to confirm deletion of the group. Dropping a group into the dust bin has the same effect. NOTE:You are not allowed to delete the "public" group. Object Ownership By default the user creating any of the Safran objects ( projects, symbol sets, resource sets, userfield sets, calendar sets, and user saved report specifications and filters) is defined as the Owner of the object. For all objects other than filters and report specifications the owner assigns user access to these objects. This may also be done by the System administrator. All users may use filters or report specifications created by any user, but they are not allowed to modify or alter any of these. When you remove a user from the system, the object owner is no longer valid. The system administrator is now the only one who can grant users access to the Safran objects, other than reports and filters. The system administrator may also change Ownership from one user to another on all objects. Removing a user also remove his or hers filters, layouts and report specifications as these are considered private. However if a users report specifications or filters should be available to other users, you should transfer ownership to a new user. Transferring ownership To transfer object owner ship before removing a user from the system, select Tools>Users/Groups. In the User Maintenance window highlight the owner/user and select the Owned Objects option ( the Key icon, or Edit>Ownership ). The Safran Planner System Administration application now provides you with a list of all objects defined by and owned by the selected user.

21 19 To transfer ownership select the object type and transfer all objects of this type by using the Transfer all to option or transfer named object individually to any users by selecting the transfer to option. NOTE:Ownership for objects other than reports and filters may also be changed using the Object Browser option.

22 20 CHAPTER 4 Defining and Maintaining Users

23 23 C HAPTER MANAGING THE SAFRAN PLANNER DATABASE This chapter contains information on how to initiate a new database for Safran Planner, how to upgrade your Safran database to latest version and use the database utilities and system objects features of Safran Planner System Administration. For details on tables and table definitions please see the Safran Project systems guide - System tables and definitions. Initiating a New Database for Safran Planner From the main menu choose Tools>Database Objects, then highlight Utilities, and double-click Upgrade Database option. You should now see the "Database Upgrade" - Window, with an edit to input the directory where the initialization files reside (if the SQL-files have not been moved since installation, the default should be correct). You can enter the path directly in the edit box, or use "Browse" to select the correct directory. SAFRAN PLANNER ADMINISTRATION

24 24 CHAPTER 5 Managing the Safran Planner Database When the correct path is entered, the "Status message" should display "Ready to initiate Safran Planner Database". Push the "Upgrade"-button to start database initialization. The SQL-command files will be run - if any errors should occur, you will get a message asking you to Continue or abort, telling you what the problem is. Normally no such problems should occur. After creating the necessary database objects, the database is ready for Safran Planner use. NOTE:When setting up a database in Microsoft SQL Server make sure the collation is set to Latin_1_General_CI_AS or Danish_Norwegian_CI_AS. NOTE:Database creation, initialization and updating must be done by a dbo account to ensure the default schema is used.

25 25 Upgrade a Safran Project Database to Latest Version NOTE:For Oracle users: You need to know the names of the tablespaces to be used for table data and indices. If these differ from "safran_data" for the data and "safran_index" for the indices, you need to edit the SQL-command files named "spdbxxx.sql", in the "ORA" sub-directory. You must replace "tablespace safran_data" and "tablespace safran_index" with the correct names, or, if indices shall be kept with the data, remove all "tablespace safran_index". From the main menu choose "Tools", then "Database Objects>Utilities>Upgrade database. You should now see the "Database Upgrade" - Window, with an edit to input the directory where the upgrade files reside (if the SQL-files have not been moved since installation, the default should be correct). You can enter the path directly in the edit box, or use "Browse" to select the correct directory. When the correct path is entered, the "Status message" should display "Ready to update database from version <current version>". Push the "Upgrade"-button to start database upgrading. The SQL-command files will be executed - if any errors should occur, you will get a message asking you to Continue or abort, telling you what the problem is. Normally no such problems should occur. After performing any changes to the database, all Safran procedures and triggers are recompiled. If the database already is upgraded to the latest version, the status message will display "Database already upgraded to <New version>". You will have check-boxes asking if you want to recompile procedures and/or triggers. By checking one or both of these, and pressing the "Upgrade"-button, re compilation will be performed. Database version update check When accessing the SQL Anywhere 10 database, Safran Planner automatically performs a database version check. If database updates are required, Safran Planner Prompts the user for an automatic update. Database Objects Safran Planner System Administration lets you browse through different types of database objects; Tables with their definitions, Database Views and their definitions, view Database Triggers and the Procedures stored in the database and check their source, and invoke a set of database utilities. SAFRAN PLANNER ADMINISTRATION

26 26 CHAPTER 5 Managing the Safran Planner Database From the main menu choose "Tools", then "Database Objects". This will open the Database Object Window: All the lists and definitions are display only. Look at the Database Tables with Definitions From the database objects window, select "Tables" in the left pane. This places a list of all defined tables in the right pane. If you expand the "Tables"-entry in the left pane, all the tables will be listed under this entry. Selecting one of those gives you the list of column and column types in the right pane. NOTE:A detailed table and column definition together with a database model can be found in the Safran Project System guide. Look at Database Views and their Definitions From the database objects window, select "Views" in the left pane. This places a list of all defined Views in the right pane. If you expand the "Views"-entry in the left pane, all of the views will be listed under this entry. Selecting one of those gives you the view definition in the right pane. Look at Database Procedures From the database objects window, select "Procedures" in the left pane. This places a list of all stored procedures in the right pane. If you expand the "Procedures"-entry in the left pane, all the procedures will be listed under this entry. Selecting one of those gives you the procedure definition (the source code) in the right pane.

27 27 Look at Database Triggers From the database objects window, select "Triggers" in the left pane. This places a list of all defined triggers in the right pane. If you expand the "Triggers"-entry in the left pane, these will be listed under this entry. Selecting one of those gives you the trigger definition (source) in the right pane. Database Utilities The database utilities of the database objects option allows you to Execute SQL queries Run SQL command files and scripts Upgrade your Safran Planner database See all current Safran Planner users Execute SQL Queries From the "Utilities" section of the "Database Objects" window, double-click the "SQL Queries" option. You will then be presented with a window for entering single line SQL commands. You can open a multi line edit window by double clicking in the single line database queries window. You can use this window to write more complex SQL statements.in order to enter multi-line queries use CTRL+Enter as your line shift key, as Enter SAFRAN PLANNER ADMINISTRATION

28 28 CHAPTER 5 Managing the Safran Planner Database will execute your query immediately. From this window you may also save your SQL statements to file for later reusage. This window also allows you to open and run SQL queries previously saved to file. NOTE:Be aware that commands entered in this window will be executed and committed immediately, and there are no "Oops " options. If you delete something here, it stays deleted. So, be careful what you ask for, cause you just might get that! If you enter any query with "Select <column-list> from <single table> where < >" - syntax, you will get the result-set presented in a window. The systems checks to see if there is a unique key/index on the table, and - if so - makes the result set updateable, marking key/index columns red to indicate their being part of the update-key. Run a SQL Command-File From the "Utilities" section of the "Database Objects" select the Run Command File option to open the "Run SQL Command File" window. In this window you are may enter a SQL-Command file name directly, or use the "Browse" button to open the standard "Find File " window. You must also inform the system whether each command should be committed after execution (default), or all commits shall be done after execution of the document. (Sybase SQL-server requires commit after each command for all commands that may include table creation.) You must also specify the command delimiter used in the command file, default is ";". To execute the command file, press the "Run"-button. The system then executes the commands within the file, informing you of any (non-fatal) errors occurring during execution, and giving you the options to continue or abort if errors occur. When the operations are successfully completed, the window gives you a message telling you the number of lines in the file.

29 29 See all current Safran Planner Users From the "Utilities" section of the "Database Objects" window, double-click the "Logged in users" - icon. This action opens up a window looking like this (sorry, not many logged in here ) If you suspect that any Safran Planner user session has stopped responding, and that this may be caused by another process, you may select the "Show Blocked Processes Only"-option. This sets a filter on the users-list, showing only users that currently are waiting for a database lock to be released. To identify the blocked session, note the number under "Blocked by", and repush the button (now renamed to "Show All Processes"). If the blocker is a Safran Planner user, you can find him as a Process ID (If there are many users, pushing the "Process ID" header will sort the list on Process ID). If the blocking process ID is not on the list, it does not belong to a Safran Planner user. Browse Safran System Objects From the main menu choose "Tools", then "Object Browser. SAFRAN PLANNER ADMINISTRATION

30 30 CHAPTER 5 Managing the Safran Planner Database This initiates the object browser, which presents a tree view giving you the list of the Safran Planner system object types: Calendar Sets, Userfield Sets, Resource Sets, and Symbol Sets. By expanding one of these system types (clicking the "+" - sign, or pressing "->" with the type selected), you get to see the list of objects of this type kept in the database. Using the Object Browser you can Add new objects Delete objects Grant / revoke access to objects Update and modify information related to the selected type of object The System object browser is a tab separated window. For details on each specific object, see the Safran Planner User Guide, as the objects in this browser is identical to the objects under Safran Planner Tools menu. Creating a New Object To create a new system object from within the object browser, you must either have the corresponding type selected, or an object of the type selected, with the "Details" tab in front. You then select "New" from the "Edit" menu, (or press the "New" icon, or Press Ctrl + "N"). A new object is created, an ID for the object is generated, and the object gets the name "<New - ID>". The creation of a new object is automatically saved to the database, and closing the object browser without saving, does not revoke this action.

31 31 Delete an Existing Object To delete a system object from within the object browser, you must have the object to be deleted selected, with the "Details" tab in front. You then select "Delete" from the "Edit" menu, (or press the "Delete" icon, or Press Ctrl + "D"). The system then checks whether deletion is allowed (you cannot delete a calendar being used by a network etc.), and prompts for confirmation. If confirmation is given, the object is deleted. It is also at the same time deleted from the database, and closing the object browser without saving does not revoke this action. Grant / Revoke Access to an Object The "Access" tab of the object browser is in itself a tab type object with two tabs: "User Access" and "Group Access". These two pages work in an identical manner: You have two lists: one holding the users (groups) with access to the object, one holding users (groups) without access. To grant access to a user (group) not currently having any, you can either select the user (group) and press "New", or "drag" the user (group) from the list of users (groups) not having access, and "drop" her on the list of users (groups) having access. After having done this, You can select access level from the drop down of levels. Revoking access works likewise: Press "Delete" with the user (group) whose privilege shall be revoked selected, or perform the reverse "Drag & drop" - action. Granting and revoking access must be "Saved" to be committed to the database. Maintain Reports and Filter Groups The Tools> Report Maintenance options contains 3 sub options: Report Groups, Filter Groups and Pictures Report Groups To ease report selection in large organizations where users may be part of very different project organizations, with varying report needs, reports may be added to groups. When finding a specific pre-defined report not saved by yourself, instead of searching through all reports saved by other users (most of which may be irrelevant to your needs), you may now search only within your group. The report group feature is also used to manage reports available and executable through Safran Web Access. SAFRAN PLANNER ADMINISTRATION

32 32 CHAPTER 5 Managing the Safran Planner Database To maintain report groups you select "Tools" from the main menu, then "Report Maintenance" and "Report Groups". The Report Groups Window looks like this: The left pane shows the report groups listed in a three view, the center part list reports in the selected group displaying report type, saved by and report name. At the right all available reports are listed in a three view by report type. To add a new report specification to your group select the report in the right list window and drag it across to your report group in the left most window. From this window you may: Add a new Report Group Delete an existing Report Group Save all changes Refresh, discard all changes Add reports to selected Groups Remove reports from a Report Group Filter Groups The Filter Group option allows you to create groups of existing filters. Filters that can be to select activities by discipline, area, project phase and more. The filter group feature is currently used to allow Safran Web Access to select Safran data by pre defined filters.

33 33 The filter group window is split into 3 sections. At the left the are the defined filter groups with the named filters displayed in a tree view. The center sections shows the filter definition, and at the right are available filters listed by user/creator. You can select an available filter in the right most part and drag it across to your filter group to add it to the group. Drag it across in the opposite direction to remove it from the group. Pictures You can use the Pictures option to view, add and delete pictures or logos stored in the Safran database. If you want to ensure that reports containing logos display correctly no matter who runs it, or from where, you can save your logos to the safran database.the picture database manager allows you to maintain the logos used for this purpose. SAFRAN PLANNER ADMINISTRATION

34 34 CHAPTER 5 Managing the Safran Planner Database Objects Not in Use An important system manager task is to keep the database clean from objects no longer in use. To assist this task Safran Planner Sys adm contains a function to browse objects not in use - That is objects that are not associated with a project and its definition. Choose the Tools> Objects not in use option and then select an object type from the drop down. If you decide to remove one, many or all objects not in use you can mark them individually, or use the Select all button to mark all, and then press the perform deletion button to remove then from the database. The License Viewer Safran Planner is a licensed software. A Software key is used to control the license and key installation is required to get Safran Project to run. As a system manager you can use the License viewer option in Safran Sys. Adm. to manage your license. Deactivate: Remove/deactivates a user in the license file. Activation Key: Option to apply additional keys to license

35 35 Transfer License: removes user from license on the Activation server and enables you to transfer the license to another computer/user. The options button lets you set on usage logging and set where the log file is to be located. The license viewer is also described in the installation guide. SAFRAN PLANNER ADMINISTRATION

36 36 CHAPTER 5 Managing the Safran Planner Database

37 37 C HAPTER SETTING UP ENTERPRISE FIELDS AND CODES Typically, activities within a project share codes and values so that the planner or project manager can group and select data and information across these codes. You are likely to find both organizational and work break down structures, like department, Project phase, sub phases, work packages, document packages procurement packages and more. Likewise many organizations and firms code their project at project level to be able to distinguish project of different type, from different regions etc and also to be able to roll up information from separate projects into portfolios and summarize data to higher level. For example you may want to summarize Live projects or you may want to summarize projects in Bid phase, or across geographical regions. With Safran Planner you can define Enterprise fields and codes to be shared across your projects. Ideally, one person or group is responsible for controlling and setting up the enterprise fields. The coordinator works with the project managers to develop and define these standards. Once defined for the Safran Planner database, they are shared across all projects saved to this database. User fields are defined at project level and assigned at activity level. The Enterprise Fields are defined at database level and assigned at project level. Setting up the Enterprise Fields To create or modify the Enterprise fields choose the Tools>Enterprise Fields option. Safran Planner lets you add enterprise fields of these types; Flag, text or string, date time and Reference. The Enterprise reference field is in its form identical to the project reference field in that it contains a label together with predefined codes, description and sort field. SAFRAN PLANNER SQL SYSTEM ADMINISTRATION

38 38 CHAPTER 6 Setting up Enterprise Fields and Codes All Enterprise fields are defined by a field type, field number and a label. Even though Safran Planner supports unlimited numbers of enterprise fields, most corporations are likely to have a somewhat limited number of field and codes. Once defined, you can use these codes across all projects saved to this Planner database. Enterprise fields can also be used for sorting, selecting, summarizing and grouping information across projects, and adds a valuable capability to Safran Planner and to users of Safran Web Access logged into and accessing the Safran Planner database. Importing and Exporting Enterprise Codes If you have several different Safran Planner databases and whish to use a standard set of Enterprise codes, you can use the export and import functions to ensure identical setup of enterprise fields across your databases, SAFRAN PLANNERSQL SYSTEM ADMINISTRATION

39 577 CHAPTER 0INDEX A Access 12, 31 Exclusive 12 Read 12 Update 12 Add User 16, 17 Add user 17 C Change database 7 Create User group 17 Creating a new object 30 Current SP users 29 D Database Objects 25 Database Procedures 26 Database Tables 26 Database Triggers 27 Database Utilities 27 Database Views 26 Delete 13 Delete a group 18 Delete an existing object 31 Deleting a user 17 E Enterprise Fields 37 field types 37 Exclusive 12 F Filter Groups 31, 32 I Initiate 23 Initiating a new database 23 L License Viewer 34 Login 6 O Object Access 31 Creating 30 Deleting 31 Object Ownership 18 Ownership 18 P Pictures 31 Public 12 R Read 12 Remove group membership 17 Report Groups 31 Reports 31 Run a SQL Command-File 28 S Safran Project Users 11 SQL Queries 27 Starting 5 System Objects 29 T Transferring 18

40 578 Transferring ownership 18 U Update 12 Upgrade Database 23 Upgrade database 25 User 17 User Group Add user 17 User groups 12 Create 17 Users Add 16 Deleting 17