Security - Add Users
Open the EZ Security Manager from the Permissions Link under the Utilities/Permissions Menu.
-Click on the Users Tab.
-Type in a new User ID in the ID field.
-Click the New button.
-Click inside the All Groups field.
-Select a Group you wish to add the User to and click the Add button.
To remove a User from a Group, select the User, click the Group inside the Member Of field, and then click the Remove button to remove the User from that Group.
Your changes are saved automatically.
Here is a screenshot of the Security Manager for adding and editing users:
Security - Add Groups <Top>
Open the EZ Security Manager from the Permissions Link under the Utilities/Permissions Menu.
-Click on the Groups Tab.
-Type the New Group in the Name field.
-Click the New button.
A box will pop up asking if you want to copy permissions from another group. If you click Yes, then another box will pop up for you to type the name of the Group you wish to copy permissions from. Type the name, Admin for example, then another box pops up and asks if you wish to copy users from another group. If you click Yes here, another box will come up for you to type the name of the group you wish to copy users from. If you click No, then you will have to add Users and set permissions manually.
Here is a screenshot of the Security Manager for adding and editing groups:
Security - Set Group Permissions <Top>
Open the EZ Security Manager from the Permissions Link under the Utilities/Permissions Menu.
-Click on the Permissions Tab.
-Select the Group you want to Modify Permissions for.
Note: Select either Form, or Report here for the Object Type that you want to Modify Permissions for. Form Control and Report Control are listed but are not valid in BusinessMaster.
Form Permissions
From the Select Form Drop Down Menu, Select the Form you wan to modify permissions for. By default, the Admin Group has Edit/Add/Delete permissions on all forms and reports. There are too many different possible permission scenarios to adequately document them here, so editing your additional group permissions on your own may be somewhat of a trial and error situation, or contact us for training and support to set these up. In the future we plan on adding some more default Groups into the program as well. In general we advise that you start off with looser security restrictions, and tighten things down as you go.
Report Permissions
Our default groups, Admins and Read Only both have full access to all reports. The default for new groups is also full Access. The only options for reports are to change them to No Access, or Print only.
Here is a screenshot of the Security Manager for editing group permissions:
Security - Time Punches Only <Top>
When you want to set permissions for a group to only have permission to access certain forms, it will require some trial and error to determine which forms need to be given permission to, and which need to be restricted.
A common request is for a Group of users to only have permission to add time punches. If that is all you want a group of users to have access to, then contact us because we have a Time Collection Client that you can run independently on a workstation, and then the only thing that runs is the Time Collection Manager. If however you need open other select forms in addition to the Time Collection Manager, here are the two forms that need to be set (both need to be set to "Add/Edit/Delete"): "Time_f" and "TimeMainForm_f". Everything else can be set to "No Access", unless you are opening additional forms to this group. (Note: This configuration is only for versions 5.22 and newer. For versions prior to 5.22, you can just give "Edit Only" access to "LaborPreferences_f", and then everything else can be set to "No Access". The drawback in this case is that a malicious user could get into the Labor Preferences and change the settings there. To prevent this, you could do a program update, if you are eligible.)
Compact/Repair/Backup Databases <Top>
It is advisable that this process be done at least on a weekly basis.
1. First make sure everyone on your network that uses BusinessMaster is out of the program.
2. Click the Compact/Repair/Backup Data link from the Utilities Menu. From the Compact Tables screen, check off the Compact checkboxes for the records that list "BMS-MainData_be.mdb" and "BMS-LaborData_be.mdb" in the connection string.
3. Click the Close button at the bottom right of the Compact Tables screen. This will run the procedure and when it's complete you will see the main BusinessMaster switchboard again. This process should not take more than a minute.
The backup process creates backups in the same directory that your database files live in. They will have a date stamp at the end of the file name. "BMS-MainData_be.mdb01142004" for example.
Note: If you are using a newer version of BusinessMaster that only uses one Backend Database (named BusinessMasterData, for example), only checkoff the Maindata Listing and then finish the backup.
Data Processing <Top>
Reset Inventory
Click this link from the Utilities/Data Processing Menu and it will reset all inventory items to zero.
Update Average Costing
Click this link from the Utilities/Data Processing Menu, then select a beginning date and an ending date that you want the system to use for averaging. This will go through and update average costs for your items in the ItemMaster based on your Receivings.
Update Current Costing
Click this link from the Utilities/Data Processing Menu and it will update the current costs for your Items in the ItemMaster based on your Receivings.
Update Assembly Standard Cost
Click this link from the Utilities/Data Processing Menu and it will update the Standard Costs for your Assemblies.
Update Assembly Sale Price
Click this link from the Utilities/Data Processing Menu and it will update the Sales Prices for your Assemblies by taking the Standard Costs for the Assemblies and multiplying them by their Profit Percentages.
Update Assembly Labor Cost
Click this link from the Utilities/Data Processing Menu
Archive Sales Orders
Click this link from the Utilities/Data Processing Menu and it will archive all completed Sales Orders.
Export Data <Top>
Click the Export Data link from the Utilities Menu. This will open a window titled Export Tables to New Database. By default All Database Tables is selected, or you can select specific database tables for export. When selecting specific tables, hold the control key down on your keyboard to select multiple different tables.
When you have selected the tables you wish to export, click the arrow button to move them into the "Selected" window. You can then select the tables in the Selected window and use the up and down arrows to arrange them in the order you want.
Select a destination for the new database. Click the Export button and confirm that you wish to export. A final confirmation message will pop up telling you the location and file name (BMS-MainDataArchive.mdb) for the new database.
