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We are busy working with User Profiles and in this session we do an overview of the steps involved in creating a Subscription Profile.

A Subscription Profile is of course something that we can use for other Users to Subscribe to when we setup Users or manage their Access. So we will show the steps that are required to create a Subscription Profile.

We are not going to cover all the detail on each step, because there are separate detailed tutorials for each of these steps.

But this is an overview of the steps involved in creating a Subscription Profile.

 

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The 1st step in creating a Subscription Profile is to create a User Code that will become this Subscription Profile.

Of course it is going to be a Non-Logon i.e. a Profile Only User Code.

 

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Notice, that before we choose Create, we will ensure that at least the Primary Data Mart, in which this Profile is to operate, in this case, the Infolab Business Server, is listed under the Data Marts allowed to enter (and usually also for any User Codes that we creates a matter of course).

 

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Once the User Code has been created, we use the Maintain User step to further work with this particular User Code.

Notice that under Settings and Priviledges, we should have “Suspended from Logon” checked. Also “Profile Only, Not A Real User” is checked.

None of the others should be checked.

 

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Here I am simply showing the Data Mart list for this particular User.

If it is at this stage not correct, then we can still change it here, and we can also change it at any stage afterwards.

 

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A User Code that is going to be a Subscription Profile, i.e. a Non-Logon User, will not be subscribing to other Profiles.

The Profile Type will then be listed as Profiles Plus.

 

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Next we will go to the New Access Methods and use the Copy Profile Option.

 

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And in this case we will be Copying Menus.

 

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In my example I am going to copy all the Business Modules, in one go.

Then after that, I will be trimming the Business Modules that will not be required for this particular Profile.

But if this Profile is only going to be focusing on 1 particular Business Module, which it can of course, because we can have many different Subscription Profiles, then in that case, it may make more sense to just copy the particular Business Module.

In some cases some of them only have one or two Modules.

But, in my example, this is going to be a fairly big Profile, with multiple Modules.

So I am copying all the Modules.

 

 

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So I am starting off with a full Menu, because I am Copying from User “phant”, which is the System Manager Code, i.e. the Internal System Manager Code.

Now this User Code has got full Access. So if I start with that, and then trim off anything that is unwanted, then I am sure I’ve got all the Options to deal with what I would wish to deal with.

 

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And of course I am copying to the new User Code, which is the Subscription User Code.

Now notice that in my example I am using a User Code “sub-dt”, because my intention is, that this User Code is going to be a Subscription Profile for a Debtors clerk position in the Company.

Now the “sub-“ in front is just a way that I do my Profiles, so that I can separate my Subscription Profiles from the normal User Codes.

I do it in the Code for easy recognition although it is not required.  Just a good idea.

 

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So the System now copies all the Menus because I have included all Business Modules, by stating “*” (asterisk).

The system now copies all the Menus from the System Manager to this New Debtors clerk profile.

 

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And now all I have to do is go to the Capture Methods.  I start at the Business Module level and I am going to “trim off “ this list of Menus that the New User Code now has.

I am going to trim off all the Business Modules that should not be on that Profile.

Then I am going to the Actions and then to Options, if necessary, to trim away any Options that this User Code or Profile should not have.

 

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So I can now trim, 1st of all, all the Business Modules that should not be on this Profile. 

After that for the remaining Business Profiles, I may go to each of these Business Modules in turn, at the Actions level, and remove any Actions that are not required.

After that, for each Business Module and Action, I could go into the Options Level, and trim off any Options that are not required.

Then I end up with a Profile that I want for this new User Code, which is a Subscription Profile.

 

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I can also use the Access Report during this Process of Trimming, to verify all the Menu Options that remain and are present on this Profile, until I am satisfied that the Profile is now the way that we want it to be.

 

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Now we have dealt with the Subscription Profile for Menu Options.  We also have the Business Profiles. And Business Profiles are not directly subscribed to, although at initial User creation when the “mirror access” option is used, the Business Profiles of the User being mirrored will also be applied.

We can make it easier to set up Users, by also having Non Logon User Codes, with some Business Profiles that they own, and that we can simply copy from.

So if for example, we are Setting up the Profiles for a position like a Debtors Clerk in the Company, then when we employ a new Debtors Clerk, we can simply Subscribe the New User to that particular Profile.

 

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Then in that case, I could also show this example where I make a New User Code, in the same fashion as the 1st one, for the Subscription Profile.

But this time I call it “subbp-dt”.

And that is for the copying of mirroring of Business Profiles.

Although it is in Subscription, I simply use this particular User Code to Copy the necessary Business Profiles to the New User.

So I have made this User code the same way as the 1st one.

 

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Now I go to Business Profiles, and I choose “Copy From Another User”.

 

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All I do now is to Copy from a suitable User, some Business Profiles that should now belong to this User Code.

And then I can subsequently go to any of these Profiles that I have Copied, for this particular User, and also work on them.  I can change them, as they should be, with the necessary Privileges on each Profile, as they should be, for this particular position.

Then afterwards, I can use this same “Copy From” Option, when I set up a New User and just copy from this User to the new real User that I am busy setting up.

 

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And so we can see that even though Business Profiles are not Subscribed to, we can still have pre-defined Business Profiles for various Non-Logon Users that are appropriate for simply copying to New Users when we set them up. 

Then we do not have a lot of work to do on the Business Profiles when we set up a New User.