.. _cu-mfs: ############################# Customer Access ############################# .. note:: Operating system considerations for local and remote access to WARES are not discussed in this article. Remote access to WARES using a secure terminal server is explained in `Installing an AAD Server `_. WARES includes an extensive user access security security system, which allows reliable customer connection to a WARES system while protecting confidentiality and security of data. These protections consist of four parts: * Operating System user login control from local and remote computers, * Database-level document access controlled by WARES user account, * Application menu selection access control by WARES user, and * Access level and posting process restrictions by WARES user. The following guide describes the most-restrictive configuration of access security, intended for customer access to a single WARES account. Menu selections and data entry are restricted to a minimum to prevent confusion. The following information is important for using this guide: * A SYSPROG password is required. Call support for this information. * Data access is restricted by WARES account identifier. Throughout these instructions, replace text **{ACCTID}** with an actual WARES account id. * The **{ACCTID}** used below must start with a letter. If the actual WARES account identifier is numeric, then insert a letter in front to make an **{ACCTID}** meeting this requirement. Then in the User Logon Setup step 6, fields 3, 4, and 5 would be just the WARES numeric account identifier. WARES User System Setup ============================= .. note:: Step 6 uses Security Level :kbd:`5`, which is equivalent to WARES status :kbd:`1 (reserved)`. Security levels are shown following: +-----------------+-----------------+ | Security level | WARES Status | +=================+=================+ | 5 | 1 (reserved) | +-----------------+-----------------+ | 4 | 2 (posted) | +-----------------+-----------------+ | 3 | 3 (verified) | +-----------------+-----------------+ | 2 | 4 (billed) | +-----------------+-----------------+ | 1 | 5 (closed) | +-----------------+-----------------+ .. note:: #. Step 7 of the System Setup below imposes a restricted menu on the user. Replace :kbd:`CU_ENVIRONMENT` with :kbd:`WARES_ENVIRONMENT` in the command at this step to use the full system menu. #. The option :kbd:`(O)` in parentheses is capital letter :kbd:`O`, not number :kbd:`0`. #. At the WARES top menu, press :kbd:`` to see :guilabel:`Available Menus`. Select menu :menuselection:`STARTUPAPP`. #. Choose :menuselection:`Open` to display the :guilabel:`Open Application` dialog, and enter Name :kbd:`SYSPROG`. #. Enter the Sysprog password ____________________ when prompted for it, and Press :kbd:`` to dismiss the message about missing menu ``MENU``. #. Enter :kbd:`RUNMENU STARTUPCONFIG` and :kbd:`` at the :guilabel:`Command` window. #. Select :menuselection:`User` from the Config menu, and fill in the options:: Name {ACCTID} Application WARES Password (leave blank) #. Press :kbd:``, then :kbd:`A` to select :menuselection:`Advanced` from the window. Fill in fields:: Startup Command (leave blank) Environment {ACCTID} Security Level 5 #. Press :kbd:`, , , ` to save the new user and return to the WARES command line. #. Type the command:: COPYROW SYSENV CU_ENVIRONMENT TO: {ACCTID}_ENVIRONMENT (O) #. Type :kbd:`OFF` and :kbd:`` to quit WARES. WARES User Logon Setup ============================= #. Start WARES from a user login, and logon at the supervisor access level. #. Choose :menuselection:`Tools --> Define --> Controls` from the menu. #. Press :kbd:`, F` and select filename :menuselection:`UTIL_CONTROLS`. #. Enter the control record key fields:: Type LOGON Identifier {ACCTID} #. Press :kbd:`` to leave the Logon Setup Control window. #. Fill in fields 1 through 5 as follows:: Field 1: WARES Field 2: WARES.DATA (or other volume identifier) Field 3: {ACCTID} Field 4: {ACCTID} Field 5: {ACCTID} #. Press :kbd:`` to save. Then logoff with :menuselection:`Access --> Quit`. Testing the login ============================= WARES must be started from a :file:`.pif` file. #. Using a WARES workstation, the existing :file:`WARES.pif` desktop icon and choose :menuselection:`Copy`, then a blank spot on the desktop and choose :menuselection:`Paste`. #. the :file:`Copy of WARES.pif` you just created, and choose :menuselection:`Properties`, then select tab :menuselection:`Program`. #. The Program tab :guilabel:`cmd:` line will contain text such as :kbd:`WARES.BAT WARES` or :kbd:`ATLAS.BAT USER00`. Replace the word following :kbd:`.BAT` with the :kbd:`{ACCTID}` for the new WARES user. #. Click :guilabel:`Apply` and :guilabel:`OK` to close the Properties dialog. #. the :file:`Copy of WARES.pif` to start the WARES program. #. A restricted WARES menu for the user should display the following keywords: Products Receipts Orders Shipments Lots -Reports Quit #. Display the :menuselection:`Products` window, then press :kbd:`` to list products. Only products for this one customer should display. #. When finished viewing, choose :menuselection:`Quit` from the menu to exit WARES.