DynaSys users

Different users have accesses to DynaSys, below is a global overview of the main roles and action in the system :

Each GBU may have different roles. More details are available in the Wiki DynaSys GBU Corner pages :

User creation in DynaSys

• User scope and role

A User will have a Role and a Scope :

• the Role depends on his fonction and define which workspaces he can access
• the Scope defines which DF/data he has access to

Each user will have :

• One (or many) role(s)
• One (or many) scope(s)
• One profile (viewer, global planner…)

Each role/scope will be defined through a User Group.

The steps to create a new user are :

• Create User

Note : Avoid to re-use an old user for traceability/connection dashboard except if the user was deleted for more than 1 year (Refer to the YY.MM in the user name)

• Create scope User group(s)

Note : Don't duplicate User group to avoid to duplicate the security

• Define security for the scope User group(s)
• Assign scope User group(s) to the new user
• Assign role User group(s) to the new user

Each role is linked to :

• Workspaces,

• Shortcuts,

• Calculations

• Write/Read on models

The Security is set-up in the Workspace and the Forecast models.

The User group to assign a role to a user are generally defined during the project phase. No new user group for a role should be defined for a new user creation.

• User and type of access per GBU

When receiving a request for an access, the first step is to collect all required information :

• User Name
• Windows ID
• GBU
• Role (refer to list below)
• Scope (refer to list below)

A form needs to be completed by the user to collect all the information :

• User creation

User naming should follow the rule below :

GBU - User role / Name

Examples :

The email of the user should also be registered in the External user name :

The available user types for the GBU users are :

• Global Planner for Demand /S&OP Planners
• Collaborator for Sales Manager
• Viewer for users who just need view access

Note : Do not give "Administrator" to GBU users, they would be able to get connected during the import processes

Administrator and Super user are for SBS users for system maintenance

• User deletion

When a user is obsolete :

• Rename the user with zzz before the user name. The YY.MM does correspond to the Year/Month when the user can be re-used (=Year+1.Current Month)
• Deactivate it

• User DynaSys server access

The Server access is only required for Remote access. For Web access, no remote access is required.

If a user needs a server access, send an email to : DynaSys.Interface.Team@solvay.com with the User Windows ID

• User Group mailing

New users should also be added in the corresponding Google group :

$DynasysUsersDP

$DynasysUsersDP2

$DynasysUsersDP3

If users are Key Users (=Demand planners), they should be also added in the following Google group :

$DynasysDP-KeyUsers

$DynasysDP2-KeyUsers

$DynasysDP3-KeyUsers

Switch user feature

This feature allows a user to switch to an other scope.

For example for a Sales Manager who is also a Global Key Account or a S&OP Planner who have different roles in the process.

• Switch user feature for user

On the opening page, the user is able to go on the shortcut session in order to change his role. You may not have the authorization to use this shortcut they are only for some users.

The option is also available on the Web portal :

• Switch user feature set-up

Macros/Shortcut are available to manage the different cases : 

The extension to be added to the user is defined in the macro :

When launching the macro, the macro will look for the user with the extension :

Note : For the Switch to Back-up, the user will be the user to switch to with the extension

To activate the feature for a new user  :

1) Create a new user (as deactivated) with the corresponding extension

For the Switch to Back-up, the new user should be the back-up user.

Note : if USER1 needs to access to USER2 for back-up, the user to be created is : USER2_BACKUP, then USER1 will have to enter "USER2" when switching to back-up to access USER2 profile

2) Update the User group of the new user to reflect the new scope(s)/role(s) he will have access when switching

For the Switch to Back-up, the new user should have the same User groups as the bakc-up user.

(USER2_BACKUP should have the same User groups as USER2)

3) Check that the user who need to have acces to the Switch user have access to the corresponding shortcut

Sales Manager/Sales Employee creation

This process is applicable for all GBUs except PEROX and SA&D. For PEROX and SA&D, the Sales Manager is managed at the Account Manager level.

To be completed

Sales Employee / Sales Employee ID

• Create a new entry in the Master table Sales Employee ID

Code = email

Name = LAST NAME First Name

Short name = User Login

Note : This step needs exclusive access to the tool. It has to be done during the release.

• Link the Sales Employee ID to the Sales Employee

Sales Employee correspond to the Sales Group code in WP1 or the Account Manager code in PF1.

A Sales Employee ID could be linked to more than one Sales Employee

DynaSys user creation details per GBU

For all users :

Login : Windows ID

External user name : eMail

Silica 

Perox 

Type : Filter applied to record codes

Selection mask : code of the GBU Ship-to Group (Ask the requester for the code)

Add ^ at the beginning of the code 

add $ at the end of the code

>>> this step should be done during a release.

Create condition : 

Condition GKAM - GBUShip-toGroupCode

AND

Condition Zone

Under table Ship-to@BU 

Name : GKAMxZONE - GBUShip-toGroupName Zone

Type : Combined Condition 

>>> this step should be done during a release.

Update the security of master tables: “Ship-to@BU” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before : GKAMxZONE - GBUShip-toGroupName Zone)

Repeat this step for all master tables which are parents of “Ship-to@BU” table (the most important one is : Material:Shipto@DC table)

3.AROMA 

Demand Planner AP / EU / NA / LA

Create the user :

Login : Windows ID

Description : PA - Demand Planner / First and last Name

Assign the following user groups : 

AROMA - Role Demand - Scope EU (or AP, NA, LA)

AROMA - GBU

Sales Rep. SREP

Create the user :

Login : Windows ID

Description : PA - SREP  / First and last Name

Assign the user to following user groups:

AROMA - GBU

AROMA - Role Sales Rep

Create the user Group :

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name :  PA - SREP  / First and last Name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition : 

Under table Sales Rep.

Name :  PA - SREP  / First and last Name

Type : Filter applied to record codes

Selection mask : email adress of the user 

Parent master table= Sales employee ID

>>> this step should be done during a release.

Add user in the master table Sales employee ID:

add e-mail address + Name (Last name First name)

Add the e-mail address to the master table Sales rep

Update the security of master tables: “ Sales Rep ID.”  > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)

Update the security of master tables: “ Sales Rep.”  > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “Sales Rep.” table (the most important one is : Material:Shipto@DC table)

Global Key Account Manager GKAM

A user who is SREP can be also a GKAM

Create the user Group :

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name : GKAM - GBUShip-toGroupCode

Delete any other existing assignments copied from duplicata

Assign the user to:

the user group created

AROMA - Role GKAM

Create condition : 

Under table GBU Ship-to Group 

Name : GKAM - GBUShip-toGroupCode

Type : Filter applied to record codes

Selection mask : code of the GBU Ship-to Group (Ask the requester for the code)

Add ^ at the beginning of the code 

add $ at the end of the code

>>> this step should be done during a release.

Update the security of master tables: “Material:Shipto@DC” > Right click > Security > Advanced security > go to user group line (created step before) and put the condition (created before : GKAM - GBUShip-toGroupCode)

For Modification Condition put Modify None

4.SPECIAL CHEM

Sales Employee

Create the user:

Name: Windows ID

Description : CH - DP / First & Last Name

User Properties:

Check “Collaborator”

Check “Account Enabled”

Assign the following user groups: 

CH – GBU

CH – Sales Employee

Create the user Group :

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name : CH – SE - Windows ID

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Complete the Sales Employee ID table * :

Under table Sales Employee ID

Records > Lock Data

Add a line:

Code: Solvay address mail

Name: First & Last Name

Short name: Windows ID

Create condition* :

Under table Sales Employee ID

Name: SM – SE - Windows ID

Condition type : Filter applied to record codes

Selection mask : Solvay address mail

*This step should be done during a release

Linking the Sales Employee to the Sales Employee ID

Under table Sales Employee

Search for our user's lines

Records > Lock Data

Add his or her email address in all the lines of the "Sales Employee ID" section.

Update the security of master tables:

“Material:Shipto@DC table” > Right click > Security > Advanced security

Go to user group line (created step before) and put the condition (created before)

Sales Assistant

Create the user:

Name: Windows ID

Description : CH - SA / First & Last Name

User Properties:

Check “Collaborator”

Check “Account Enabled”

Assign the following user groups: 

CH – GBU

CH – Sales Assistant

Create the user Group :

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name : CH – SA - Windows ID

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Complete the Sales Assistant ID table* :

Under table Sales Assistant ID

Records > Lock Data

Add a line:

Code: Windows ID

Name: First & Last Name

Create condition* :

Under table Sales Assistant ID

Name: SA – CH - Windows ID

Condition type : Filter applied to record codes

Selection mask : Windows ID

*This step should be done during a release

Linking the Sales Assistant to the Sales Assistant ID

Under table Sales Assistant

Search for our user's lines

Records > Lock Data

Add his or her Windows ID in all the lines of the "Sales Assistant ID" section.

Update the security of master tables:

“Material:Shipto@DC” > Right click > Security > Advanced security

Go to user group line (created step before) and put the condition (created before)

Global Key Account Manager (GKAM)

A user who is SREP can be also a GKAM

Create the user:

Name: Windows ID

Description : CH - SE / First & Last Name

User Properties:

Check “Collaborator”

Check “Account Enabled”

Assign the following user groups: 

CH – GBU

CH – Sales Employee

Create the user group:

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: CH - GKAM - Name of GKAM Dimension

Delete any other existing assignments copied from duplicata

Duplicate an existing one, example : CH – SE - DCANGIAN

Name : CH – SE - Windows ID

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Assign the user to:

The user group created CH - GKAM - Name of GKAM Dimension

The user group created CH - SE - Windows ID

==> PART 1 : Sales Employee 

Complete the Sales Employee ID table * :

Under table Sales Employee ID

Records > Lock Data

Add a line:

Code: Solvay address mail

Name: First & Last Name

Short name: Windows ID

Create condition* :

Under table Sales Employee ID

Name: SM – SE - Windows ID

Condition type : Filter applied to record codes

Selection mask : Solvay address mail

*This step should be done during a release

Linking the Sales Employee to the Sales Employee ID

Under table Sales Employee

Search for our user's lines

Records > Lock Data

Add his or her email address in all the lines of the "Sales Employee ID" section.

Update the security of master tables:

“Material:Shipto@DC table” > Right click > Security > Advanced security

Go to user group line (created step before) and put the condition (created before)

==> Part 2 : GKAM

Create condition* :

Under the table of GKAM Dimension example : Enterprise Customer Group, Enterprise Material Group …

Name: CH - GKAM - Name of GKAM Dimension

Condition type : Filter applied to record codes 

Update the security of master tables:

Right click > Security > Advanced security >

Go to user group line (created step before)

Put the condition (created before : CH - GKAM - Name of GKAM Dimension

*This step should be done during a release

Demand Planner

xxx

4.TECHNOLOGY SOLUTIONS

Sales Rep. SREP

Create the user:

Name: Windows ID

Description : TS - SREP - Country code / Last & First Name

User Properties:

Check “Collaborator”

Check “Account Enabled”

Create the user Group :

Create the user group (DO NOT DUPLICATE AN EXISTING ONE)

Name : TS – SREP – Country Code / LAST & First Name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table Sales Employee ID

Name: TS - Country Code / LAST & First Name

Condition Type: Filter applied to record codes 

Selection mask : input the user's email address

Parent master table: Sales Employee ID

>>> This step should be done during a release... (Exclusive access needed!)

Update the Sales Employee ID table, add the user's email address into the table and tick the related condition you just created in the previous step

Update the security of master tables: “ Sales Employee”  > Right click > Security > Advanced security > Go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “Sales Employee” table (the most important one is : Material:Shipto@DC table)

RSD

xxx

PRICING TEAM

Create the user :

Login : Windows ID

Description : TS - DP / First and last Name

Assign the following user groups : 

TS - Princing Team

DEMAND PLANNER

Create the user :

Login : Windows ID

Description : TS - DP / First and last Name

Assign the following user groups : 

TS - DP- ...

PRODUCT MANAGER

5.NOVECARE

Sales Employee

Create the user:

Login: Windows ID

Description: NOVECARE - SREP - Country Code / LAST and first name

Assign the user to the following user groups:

NOVECARE - Sales rep (KG)

Create the user group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: NOV - SREP - Country Code / LAST and first name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table Sales Employee ID

Name: NOV - SREP - Country Code / LAST and first name

Type: Filter applied to record codes

Selection mask: User email address (Search in Sales Employee table the name of the Sales Employee you want to create, use the email address in the corresponding field)

>>> This step should be done during a release.

Update the security of master tables: “Sales Employee ID”  > Right click > Security > Advanced security > Go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “Sales Employee ID” table (the most important one is : Material:Shipto@DC table)

Customer Service Rep. CSR

Create the user:

Login: Windows ID

Description: NOVECARE - CSR - LAST and first name

Assign the user to the following user groups:

NOVECARE - CSR

Create the user group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: NOV - CSR - LAST and first name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table CSR

Name: NOV - CSR - LAST and first name

Type: Filter applied to record codes

Selection mask: code of the CSR (Search in CSR table the name of the CSR you want to create, use his code in this field)

Add ^ at the beginning of the code 

Add $ at the end of the code

>>> This step should be done during a release.

Update the security of master tables: “CSR  > Right click > Security > Advanced security > Go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “CSR table (the most important one is : Material:Shipto@DC table)

S&OP Planner

Create the user:

Login: Windows ID

Description: NOVECARE - S&OP Manager - Country Code / First and last name

Assign the user to following user groups:

NOVECARE - S&OP Planner

Create the user Group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: NOV - S&OP Manager - Country Code / First and last name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Add ^ at the beginning of the code 

Add $ at the end of the code

Under table S&OP Planner

Name: NOV - S&OP - Country Code / First and last name

Type: Filter applied to record codes

Selection mask: code of the S&OP Planner (Search in S&OP Planner table the name of the S&OP planner you want to create, use his code in this field)

>>> This step should be done during a release.

Update the security of master tables: “S&OP Planner”  > Right click > Security > Advanced security > Go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “S&OP Planner” table (the most important one is : Material:Shipto@DC table)

+ Link between S&OP Leader and S&OP Planner: Update the S&OP Planner table and assign the correct S&OP Leader to the correct S&OP Planner, depending on the zone.

S&OP Leader

Create the user:

Login: Windows ID

Description: NOVECARE - S&OP Leader Mini Zone - Country Code / First and last name

Assign the user to following user groups:

NOVECARE - S&OP Planner

Create the user Group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: NOV - S&OP Leader - Mini Zone / First and last name

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table S&OP Leader

Name: NOV - S&OP Leader - Mini Zone - First and last name

Type: Filter applied to record codes

Selection mask: code of the S&OP Leader (Search in S&OP Leader table the name of the S&OP planner you want to create, use his code in this field)

Add ^ at the beginning of the code 

Add $ at the end of the code

>>> This step should be done during a release.

Update the security of master tables: “S&OP Leader”  > Right click > Security > Advanced security > Go to user group line (created step before) and put the condition (created before)

Repeat this step for all master tables which are parents of “S&OP Leader” table (the most important one is : Material:Shipto@DC table)

Global Key Account Manager (GKAM) / Regional Key Account Manager (RKAM)

A user who is SREP can be also a GKAM 

Create the user group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: GKAM - ShiptoKAName

Assign the user to the user group created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table Shipto KA 

Name: GKAM - ShiptoKACode

Type: Filter applied to record codes

Selection mask: code of the GBU Ship-to Group (ask the requester for the code)

Add ^ at the beginning of the code

Add $ at the end of the code

>>> This step should be done during a release.

Create combined condition:

Under table ShiptoKA

Name: SHKA x Zone - ShiptoKAName Zone

exemple: SHKA x Zone - BERCEN NA

Condition type: Combined condition

Left operand: Add condition previously created

Right operand: Zone Shipto - Zone

>>> This step should be done during a release.

Update the security of the 3 master tables Material:Shipto/ Material:Shipto@BU / Material: Shipto@DC:

For each master table: 

 Right click > Security > Advanced security 

Go to user group line (created step before)

Put the condition 

>>> This step should be done during a release.

Regional Market Director (RMD) / Business Development Manager (BDM)

A user who is SREP or BDM can also be a RMD

Create the user:

Login: Windows ID

Description: NOVECARE - BDM Market Name x Mini Zone First and last name

Assign the user to following user groups:

NOVECARE - RMD (KG)

NOVECARE - BDM (KG)

Create the user Group:

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name: NOV - RMD Market Market Name - Mini Zone

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition: 

Under table XXX

Name: XXX

Type: Filter applied to record codes

Selection mask: code of the XXX (Search in XXX table the name of the XXX you want to create, use his code in this field)

Add ^ at the beginning of the code 

Add $ at the end of the code

>>> This step should be done during a release.

Update the security of master tables:

“Material:Shipto@DC” > Right click > Security > Advanced security 

Go to user group line (created step before)

Put the condition 

>>> This step should be done during a release.

6.SA&D

Account Manager

Create the user :

Login : Windows ID

Description : SD - Account Manager  / First and last Name

Assign the user to following user groups:

SA&D - GBU

SA&D - Role Account Manager (Except NA, LA)

SA&D - Role Account Manager (LA)

SA&D - Role Account Manager (NA)

Create the user Group :

Create a new user group (DO NOT DUPLICATE AN EXISTING ONE)

Name : SD - AM - LOGIN

Assign to this user group the user created

Delete any other existing assignments copied from duplicata

Create condition : 

Under table Account Manager

Name : SD - AM - LOGIN

Type : Filter applied to record codes

Selection mask : code of the account manager (Search in Account manager table the name of the account manager you want to create, use his code in this field)

Add ^ at the beginning of the code 

add $ at the end of the code

7.Composites

PMI

Create 4 new users :

• Login :  Windows ID

Description : AERO - Sales Coordinator - First and Last Name

User Properties : Collaborator, Account Enabled

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_BACKUP

Description : AERO - Sales Coordinator - First and Last Name_BACKUP

User Properties : Collaborator, Account Disabled

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_SC2

Description : AERO - Sales Coordinator - First and Last Name_SC2

User Properties : Collaborator, Account Disabled

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_SC3

Description : AERO - Sales Coordinator - First and Last Name_SC3

User Properties : Collaborator, Account Disabled

Assign the user to the following user groups : CM - Role Sales Coordinator

Create 3 new user groups :

• Name : AERO - Sales Coordinator - First and Last Name

Assign the new users Windows ID and Windows ID_BACKUP (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

• Name : AERO - Sales Coordinator - First and Last Name (Other)

Assign the new user Windows ID_SC3 (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

• Name : AERO - Sales Coordinator - First and Last Name (Secondary)

Assign the new user Windows ID_SC2 (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

>> Complete when no users are connected to DP2 <<

Add Condition to the Primary Sales Coordinator Master table :

• Name : SC-First and Last Name
• Description : Sales Coordinator-PMI
• Definition : Condition type = User input value, Parent master table = Primary Sales Coordinator

Add User to Primary Sales Coordinator Master table :

• Open the Primary Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number), Name (First and Last Name), check off the new condition created above

Add Condition to the Secondary Sales Coordinator Master table :

• Name : SC2-First and Last Name
• Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table,  Parent master table = Secondary Sales Coordinator

Add User to Secondary Sales Coordinator Master table :

• Open the Secondary Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)

Add Condition to the Other Sales Coordinator Master table :

• Name : SC3-First and Last Name
• Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table,  Parent master table = Other Sales Coordinator

Add User to Other Sales Coordinator Master table :

• Open the Other Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)

Modify the Advanced Security of the Primary Sales Coordinator Master table :

• Right-click on the Primary Sales Coordinator Master table
• Click on Security
• Click on Advanced secruity in the Primary Sales Coordinator properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Primary Sales Coordinator Master table to each new user group

Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :

• Right-click on the Material:Forecast Customer@Spec Master table
• Click on Security
• Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Primary Sales Coordinator Master table, Secondary Sales Coordinatory Master table, and Other Sales Coordinatory Master table to each new user group (Other = SC3, Secondary = SC2)

PMI Admin

Create 5 new users :

• Login :  Windows ID

Description : AERO - Sales Coordinator - First and Last Name

User Properties : Collaborator, Account Enabled

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_BACKUP

Description : AERO - Sales Coordinator - First and Last Name_BACKUP

User Properties : Collaborator, Account Disabled

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_GLOBAL

Description : AERO - Sales Coordinator - First and Last Name_GLOBAL

User Properties : Collaborator, Account Disabled

Assign the user to the following user groups : AERO - PMI

• Login : Windows ID_SC2

Description : AERO - Sales Coordinator - First and Last Name_SC2

User Properties : Collaborator

Assign the user to the following user groups : CM - Role Sales Coordinator

• Login : Windows ID_SC3

Description : AERO - Sales Coordinator - First and Last Name_SC3

User Properties : Collaborator

Assign the user to the following user groups : CM - Role Sales Coordinator

Create 4 new user groups :

• Name : AERO - Sales Coordinator - First and Last Name

Assign the new users Windows ID and Windows ID_BACKUP (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

• Name : AERO - Sales Coordinator - First and Last Name (Other)

Assign the new user Windows ID_SC3 (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

• Name : AERO - Sales Coordinator - First and Last Name (Secondary)

Assign the new user Windows ID_SC2 (created above) to this group

Assign all Tools access rights

• Name : AERO - PMI Admin - First and Last Name

Assign the new user Windows ID_ADMIN (created above) to this group

Assign the following Tools access rights : Shortcut bar, Menu bar, Quick access menu, Message Window, and Tool Bar

>> Complete when no users are connected to DP2 <<

Add Condition to the PMI Admin Master table :

• Name : PMI Admin - First and Last Name
• Description : Sales Coordinator-PMI
• Definition : Condition type = User input value, Parent master table = PMI Admin

Add Condition to the Primary Sales Coordinator Master table :

• Name : SC-First and Last Name
• Description : Sales Coordinator-PMI
• Definition : Condition type = User input value, Parent master table = Primary Sales Coordinator

Add User to Primary Sales Coordinator Master table :

• Open the Primary Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number), Name (First and Last Name), PMI Admin (Choose the Admin entered in the PMI Admin table above), check off the new condition created above

Add Condition to the Secondary Sales Coordinator Master table :

• Name : SC2-First and Last Name
• Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table,  Parent master table = Secondary Sales Coordinator

Add User to Secondary Sales Coordinator Master table :

• Open the Secondary Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)

Add Condition to the Other Sales Coordinator Master table :

• Name : SC3-First and Last Name
• Definition : Condition type = Filter applied to record codes, Selection mask = Code from the Primary Master table,  Parent master table = Other Sales Coordinator

Add User to Other Sales Coordinator Master table :

• Open the Other Sales Coordinator Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (next sequential number - should match the Primary Sales Coordinator code), Name (First and Last Name)

Add Condition to the Material:Forecast Customer@Spec Master table :

• Name : Admin PMI at DFU - First and Last Name
• Definition : Condition type = Combined condition, Left operand = Active L2, Logic operator = AND, Right operand = PMI Admin condition (from the PMI Admin Master table) for new user, Parent master table = Material:Forecast Customer@Spec

Add Condition to the Forecast Customer Master table :

• Name : PMI Admin FC - First and Last Name
• Definition : Condition type = Aggregated condition, Detailed condition = Admin PMI at DFU condition (from the Material:Forecast Customer@Spec Master table) for new user, Logic operator = OR, Parent master table = Forecast Customer

Modify the Advanced Security of the Primary Sales Coordinator Master table :

• Right-click on the Primary Sales Coordinator Master table
• Click on Security
• Click on Advanced secruity in the Primary Sales Coordinator properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Primary Sales Coordinator Master table to each new user group

Modify the Advanced Security of the Forecast Customer Master table :

• Right-click on the Forecast Customer Master table
• Click on Security
• Click on Advanced secruity in the Forecast Customer properties box
• Scroll down to the newly created PMI Admin user group
• Add the newly created condition for the Forecast Customer Master table

Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :

• Right-click on the Material:Forecast Customer@Spec Master table
• Click on Security
• Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Primary Sales Coordinator Master table, Secondary Sales Coordinatory Master table, and Other Sales Coordinatory Master table to each new user group (Other = SC3, Secondary = SC2)
• Add the newly created condition for the Forecast Customer Master table

Account Manager

Sales Group (Need a better process for this step!!):

• We need to have a sales group set up in SAP before the account manager can be setup.  Kevin Anderson or Amanda Pullen may know what this is or what code we should use.  Look in the BW file and in SAP for the proper code.

Regional Sales Manager:

• Usually supplied in the ticket, but if not we need to know who the account manager will be reporting to.

Create new user :

• Login :  Windows ID

Description : AERO - Sales Team - REGION / LAST NAME First Name (For example:  AERO - Sales Team - GB / DAVIS Matt)

User Properties : Collaborator, Enable account

Assign the user to the following user groups : CM - Role Account Manager

Create 1 new user group :

• Name : AERO - Sales Team - REGION / LAST NAME First Name (For example:  AERO - Sales Team - GB / DAVIS Matt)

Assign the new user Windows ID and CMSALES to this group

Assign the following Tools access rights : Menu bar, Quick access menu, Message Window, and Tool Bar

>> Complete when no users are connected to DP2 <<

Add Condition to the Forecast Account Manager Master table :

• Name : REGION / LAST NAME First Name (For example:  GB / DAVIS Matt)
• Definition : Condition type = User input value, Parent master table = Forecast Account Manager

Add User to Forecast Account Manager Master table :

• Open the Forecast Account Manager Master table
• Lock the data for editing (Click Records on Menu bar, then click on the Lock data icon)
• Add new record into table : Code (Sales Group Code from SAP - see first step in process), Name (REGION / LAST NAME First Name - For example:  GB / DAVIS Matt), set the Regional Sales Manager, check off the new condition created above

Modify the Advanced Security of the Forecast Account Manager Master table :

• Right-click on the Forecast Account Manager Master table
• Click on Security
• Click on Advanced secruity in the Forecast Account Manager properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Forecast Account Manager Master table to the new user group

Modify the Advanced Security of the Forecast Customer Master table :

• Right-click on the Forecast Customer Master table
• Click on Security
• Click on Advanced secruity in the Forecast Customer properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Forecast Account Manager Master table to the new user group

Modify the Advanced Security of the Ship-to Master table :

• Right-click on the Ship-to Master table
• Click on Security
• Click on Advanced secruity in the Ship-to properties box
• Scroll down to the newly created user groups
• Add the newly created condition for the Forecast Account Manager Master table to the new user group

Modify the Advanced Security of the Material:Forecast Customer@Spec Master table :

• Right-click on the Material:Forecast Customer@Spec Master table
• Click on Security
• Click on Advanced secruity in the Material:Forecast Customer@Spec properties box
• Scroll down to the newly created user group
• Add the newly created condition for the Forecast Account Manager Master table to the new user group

Modify the Advanced Security of the Material:Shipto:Spec@DC Master table :

• Right-click on the Material:Shipto:Spec@DC Master table
• Click on Security
• Click on Advanced secruity in the Material:Shipto:Spec@DC properties box
• Scroll down to the newly created user group
• Add the newly created condition for the Forecast Account Manager Master table to the new user group