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We are working with User Access Profiles and in this tutorial we are going to look at examples of how we can Copy Menu Profiles

 

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When we copy Menu Profiles, the effect is taking place only in the current Data Mart where we are working.

Now when would we want to use the Copy options for Menu Profiles? This is a way of constructing a complete new Menu structure or adding to an existing Menu structure for a User Profile in a specific Data Mart i.e. a Data Mart in which we are working at the moment.

So we would use this method to create a new Non Logon Profile and we can also use it for a User where we do not use Subscription Profiles but rather construct or build the menu manually.

 

 

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In my examples now I am going to use a user code called “JS” for John Smith

 

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And 1st of all I just want to show that at the moment, if I look at the Business Modules

 

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For this Data Mart for “JS”

 

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We can see that there is nothing on the application list here

 

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We do not see any entries.  That means that this User, John Smith, does not have any Menu Access in the current Data Mart at the moment.

 

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So what I am going to do now, is I am going to the Copy Method

 

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New Access Methods

Copy Profile(s)

 

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And I am going to choose

 

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Copy Profile

 

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And then I will select Menus. 

There is a difference between Menu Profiles and Business Profiles.

 

 

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I am working with Menu Profiles. 

Now when I get to this step, I have a choice of either copying a single Business Module, at the time, and I can repeat that step and do it for 3 Business Modules, for example.

Or I can copy All the Business Modules from the “From User” to the “To User” in one go if I use the *star  - the asterisk.

 

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So I am going to say Cash for Cash Book.

 

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And the system finds it for me and I Select it

 

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And then I state the User that I am copying from

 

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In other words everything that User DM has for Cash Book, must now be copied to John Smith

 

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Right.  And I am going to say  Copy Now

 

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Ok.  Now that is being done.  But I just want to show now what has happened

 

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And therefore I will go again to this option

 

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On the Business Modules

 

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Just to show what has happened with J S

 

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J S now has the Cash Book application as a Menu Profile i.e. has the option on his Menu Profile and obviously below this application there are some actions.

With each action there are some options.

All according to what User DM has at the moment.

 

 

 

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Now let us repeat that and do another Business Module

 

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I am going to go to Copy Profile

 

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Menus

 

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And this time I am going to choose Debtors

 

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And I am copying again from DM to JS

 

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Copy Now

 

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And I am going to show what has happened

 

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Of course we can get a full Access Report now, for this User, but I am not doing that now.

 

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I just want to show the point that these Application Access Menus

 

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From User Dm have now effectively been copied to User John Smith, who now has Debtors en Cash Book on his Application list

 

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Now in my next example I am going to Copy All the Business Modules in one go

 

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So let us see how we do that

 

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So Copy Profile again

 

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Menus again

 

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But this time I do not choose a specific Business Module. 

I just choose “*” i.e. All.

 

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* Star and I say From User DM

 

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To User JS

 

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Copy to User John Smith  js

 

 

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Copy Now

And now the copying process will take a little bit longer because there may be thousands

of options that the Data Manager has in this Business Data Mart and all of these are being copied to John Smith

 

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The Copy process is complete now and I just want to show what has happened

 

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So if I look at John Smith’s Business Modules

 

 

 

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Or application list, then we see a new picture now

 

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So it does not matter what was there before.  When I use that Global option i.e. for all the Modules, then the system looks at the From User, in this case the Data Manager, who happens to have complete access in the system and I have copied all of that in one go to J Smith.

Now if the User we are copying From only has a number of Modules, then of course only those Modules will be copied. 

If John Smith already has Access Profiles like the 1st option here on the list, at that stage, and I copy from another User who has 3 Modules, but not Access Profiles, that will still be here, plus the 3 new Modules

 

 

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So when we Copy From, then the existing Menu Profiles that are there for the Copy To User, will stay in place, but anything new that the From User has, and which is not here on the To User, will be copied onto the To User.

So this option will typically be used.  It is by far the easiest way to start creating a new Profile that we want to build manually.  In other words, when we are not using Subscription Profile for a User, and we want to Build a Profile for a Normal Standard User, or in fact when we are building a Non Logon Profile New User Menu System.

Then this is the method that we will use to start and after we have copied all the modules that we want on here, then we will use the Trimming Functions to take away any Menu Options that should not be there.

We will look at the removing or trimming of some of the access in another tutorial.

In this tutorial we wanted to show how we can copy any single Business Module or Application at a time from one User to another, or in total all the Modules found in the From User to the To User, when we use the * or asterisk parameter.  Now we have copied everything from Dm to John Smith and this applies only in the current Data Mart.