Maintaining Terminals

A Terminal records information about each computer / workstation that the system is accessed from.
This information is necessary for System and IT Department Administrators who need to know which computers have access to the system.
A Terminal may also be granted permission to run exclusive batch processes, such as the Robot and raising the Lease a/c Charges, that can only be run from one Terminal at a time.
Accessing Terminals can be denied by using the Stop check box on the Terminal screen.

System

Terminal

Mandatory Prerequisites

Prior to creating a Terminal, refer to the following Topics:

Terminal Group - Maintaining Groups (Generic)

Screenshot and Field Descriptions: Terminal Tab

Terminal: this is the primary identifier for the Terminal.

Stop: this check box determines whether or not a ”Stop” has been put on the Terminal. By ticking this check box, the Terminal will be made unavailable to Operators attempting to login.

Group: this determines the Group that the Terminal belongs to.

Name: this is the friendly name given to the Terminal. Examples might be ”Front Desk Computer”, or ”John Smith’s Laptop”.

Screenshot and Field Descriptions: Flags Tab

This tab contains check boxes for each of the exclusive batch processes in the system. Exclusive processes are so named because they should only ever be run from one Terminal at a time. When you put a tick in an exclusive batch process on a Terminal record, and save the record, any other Terminal record that has that exclusive batch process selected will lose it. Only one Terminal can have access to an exclusive batch process.

Note: Changes to Terminal flags do not take effect until you shut down and restart the application. Likewise, changing Terminal flags will not affect other users until they also shut down and restart the application.

Note: Your specific installation may have specific site settings to allow multiple Terminals access to some exclusive functions. If you have any questions regarding this, please contact your Progenesis representative.

Shared or Site Optional Tabs

Other than Tabs described specifically in this Topic, the following may also be available (depending on Site Settings):

Comments: Shared Tab: Comments
Contacts: Shared Optional Tab: Contacts
Diary: Shared Optional Tab: Diary
History: Shared Optional Tab: History
Projects: Shared Optional Tab: Projects
References: Shared Tab: References
X-Refs: Shared Optional Tab: Cross References

How Do I : Search For and Maintain Entities

These General Rules are described in the Fundamentals Manual: How Do I : Search For and Maintain Entities

How Do I : Add a new Terminal

At the Terminal field, enter a new Terminal ID.
At the Stop check box, tick the box if you wish to stop Operators having access to this Terminal.
At the Group field, locate the Group you would like to assign this Terminal to.
At the Name field, enter the name of the Terminal.
Switch to the References tab, and if there are fields available, enter any additional information required.
Switch to the Flags tab, and tick on the required check boxes.
Switch to the Comments tab, and enter any additional comments relating to the Terminal.
Click the Application tool-bar push button: Add.
Confirm that you wish to add the new record.

How Do I : Modify an existing Terminal

At the Terminal field, locate the Terminal.
At the Stop check box, tick the box if you wish to stop Operators having access to this Terminal.
At the Group field, locate the Group you would like to assign this Terminal to.
At the Name field, enter the name of the Terminal.
Switch to the References tab, and if there are fields available, enter any additional information required.
Switch to the Flags tab, and tick on the required check boxes.
Switch to the Comments tab, and enter any additional comments relating to the Terminal.
Click the Application tool-bar push button: Change.
Confirm that you wish to change the record.

How Do I : Delete an existing Terminal

At the Terminal field, locate the Terminal.
Click the Application tool-bar push button: Delete.
Confirm that you wish to delete the record.

Note: A Terminal record can only be deleted if there are no other records associated with it. An example of an associated record might be an Audit entry.

How Do I : Suspend / Reinstate an existing Terminal

At the Terminal field, locate the Terminal.
Click the Stop check box to suspend / reinstate access to the Terminal.
Click the Application tool-bar push button: Change.
Confirm that you wish to change the record.