SITS QUICK START GUIDE. Version 1.6. IT Services King s College London

Transcription

1 SITS QUICK START GUIDE Version 1.6 IT Services King s College London 1

2 Installation Contents Getting Started SITS Installation Logging in to SITS Password Management Logging Out of the System Quick Reference Commands Wildcards Getting Help Logging a helpcall via IT Service Desk If you are new to the SITS application, we advise that you attend an Introduction to SITS training course. This can be booked via Skills Forge ( under Business Application Courses or itstraining@kcl.ac.uk for more information. Revision History Note: Odd versions are draft, even versions are published. Date Version Author Change Status Feb Kat Forster Draft Feb Chiara Cristoni Review Feb Kat Forster Published July Kat Forster Amended addresses for ISS structure change Published Oct Chiara Cristoni SITS Installation and references updates Published Jan Ama-Dede Okai Amended SITS network section for drive change Published Page 2

3 SITS Installation SITS can be accessed via Campus Desktop, Global Desktop, the network or via a local installation of the client. Campus Desktop users (i.e. your machine uses a Campus Desktop build) and Global Desktop users (i.e. you access at When you log onto a Campus Desktop PC or to Global desktop, you will find a shortcut to SITS LIVE in the Start Menu, either as standalone or under Enterprise Applications>SITS. If the shortcut is not available, you will need to log a helpcall to the IT Service Desk (see Page 10). SITS on Network (i.e. you have access to the network drive on your PC) Open Windows Explorer (NOT ANY OTHER BROWSER), paste the following \\kclad.ds.kcl.ac.uk\ms\applications\sits\live_shortcuts in the address bar and enter. In the LIVE_SHORCUTS folder, you will see an icon called SITS_LIVE. COPY and PASTE the icon on your desktop (DO NOT USE CUT) This will be your new shortcut to for SITS. Double click on it and you will be taken to the SITS login page. If you receive a Security Warning message about uniface.exe, please click Run as it is safe to proceed. Page 3

4 SITS Local Installation users (i.e. you don t use Campus Desktop, Global Desktop or have access to the network) Open your Internet Browser and go to the following URL Follow the on screen instructions to install a Local Installation of the SITS Client. If you have a PC with no write access to the relevant folders (i.e. Campus IT support install software on your PC on your behalf), you will need to contact either their Campus IT support or the IT Service Desk for assistance (see Page 10). UNIFACE Error You may see the following error when you double click on the icon Click OK and SITS will load normally. Page 4

5 Logging in to SITS Each user is assigned their own username and password. For security reasons, do not allow anyone else to use your username and password. To log on, double click on the SITS icon on your desktop or in the Start Menu of Global Desktop/Campus Desktop.. The following log in screen will appear: Enter your username and password your mouse or the tab key allows you to move between fields. Click OK to enter the system. You will now be able to see the Main Menu. Note that you will only be able to see those screens and areas that you have been granted access to. Page 5

6 Password Management If it is the first time you have used the system or your password has just been reset, you will need to change your password immediately to something only known to you. To do this, enter PWD in the Select Menu Option box and click Run. This will take you to the Change Password screen. As prompted, enter your current password and press the tab key. You will then be prompted to enter your new password and press the tab key. Finally, verify your new password and click OK, and you will be returned to the Main Menu. For password security reasons, there are some restrictions on passwords: Minimum password length is 6 characters Passwords must be a mixture of alpha and numeric characters You cannot use a password you have used before You must not: Write your password down Tell others your password Send your password via Password Expiry Your password will expire every 90 days and you will be warned 7 days before your password is due to expire. You should change it as soon as this warning appears. If your password does expire, you will be given only one further attempt to change it. If you do not change your password before expiry, you will need to log a helpcall to the IT Service Desk to have your password reset (see Page 10). Please ensure you include your SITS Username in the request. Page 6

7 Logging Out of the System For security reasons, do not leave SITS logged in when your PC is unattended. There are two recommended methods for logging out of the system: Type EX in the Select Menu Option box and click Run. You will not see a warning message before the application closes. Using drop down menu click on File then Quit (or press Control + Q) until you reach the Main Menu screen. Here the option displayed will be File then Exit. You will then be asked Exit menu system? Answer Yes. Page 7

8 Quick Reference - Commands Action Description of Action Menu Location Button Panel Icon Clear Clears current screen retrieve Misc>Clear Screen F12 Function Key shortcut Keyboard Shortcut Retrieve Retrieves data according to the specified profile File>Retrieve F5 <CTRL> <R> Store Saves changes to data File>Store F6 <CTRL> <S> Print Form Message Buffer Add Record Prints the contents of the current form Misc>Print Screen F11 <CTRL> <P> Displays the Message Buffer Misc>Message F9 <CTRL> <M> Adds a new record File>Add <CTRL> <N> Detail Displays a list of valid codes for a field F2 GoTo First record GoTo Previous Record GoTo Next Record GoTo Last Record Navigates to first retrieved record GoTo>First Rec <CTRL> <Page Up> Navigates back to previous record GoTo>Prev Rec F8 <Page Up> Navigates forward to next record GoTo>Next Rec <Page Down> Navigates to the final retrieved record GoTo>Last Rec <CTRL> <Page Down> Cut Cuts selected text to clipboard Edit>Cut <CTRL> <X> Copy Copies selected text to clipboard Edit>Copy <CTRL> <C> Paste Pastes contents of clipboard into selected area Edit>Paste <CTRL> <V> Clear Field Clears the selected field Edit>Clear Field F7 Zoom Opens the selected field in a zoom window Edit>Zoom <CTRL> <Z> Help Displays field specific help Help F1 e:vision Login Quit Screen Opens the OneSpace Student Records Help>e:Vision Login N/A login page Closes the currently active screen File>Quit N/A F4 Page 8

9 Quick Reference Wildcards Wildcards are special characters useful when trying to retrieve groups of records. They are inserted into a field via a keyboard shortcut or the right mouse button. Note In the list below, refers to the Gold keyboard character Numeric Keypad + Character Action Menu Option Keyboard Shortcut Example * Retrieves any characters <Numeric Keypad *> S * retrieves all records beginning with S? Retrieves any single character <Numeric Keypad /> S?R retrieves all records starting with S, ending with R Retrieves records which meet <condition1> OR <condition 2> & Retrieves records which meet <condition1>and <condition2>! Retrieves records which are NOT = Retrieves records which are equal to! = Retrieves records which are not equal to < > <&> <!> <=> <!> <=> with 1 character in the middle S R retrieves records equal to S or R. >18 & <21 will find all records with a value greater than 18 and less than 21!FT will find all records with a value that is not FT = 12 will find all records with a value equal to 12.! =12 will find all records with a value not equal to 12 > Retrieves records which have a value greater than > = Retrieves records with a value greater than or equal to < Retrieves records which have a value less than < = Retrieves records with a value less than or equal to <>> <>> <=> <<> <<> <=> >12 will find all records with a value greater than 12. > =12 will find all records with a value greater than or equal to12. <12 will find all records with a value less than 12. < =12 will find all records with a value less than or equal to12. Page 9

10 Getting Help Logging a Helpcall with IT Service Desk If you experience problems with the software, or forget your password, please contact the IT Service Desk by ing 8888@kcl.ac.uk or by calling ext Please identify in the subject line that the helpcall relates to SITS, and try to provide as much information about the problem you are experiencing as you can, including a brief description of what you were doing when the problem occurred and details of any messages or errors. Training courses are also available. Please check SkillsForge at under Business Application Courses for more information and links to upcoming course bookings. Page 10