THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700


S U M M A R Y


DIARY: October 9, 1992 09:05 AM Friday; Rod Welch

Develop SDS start up procedures and levels.

1...Summary/Objective
2...Pending
3...No Archive
4...Single User Only
....Single User = F2 & #
5...Executive & Corporate
.Manager and Setup Screen - F4 & Ctrl F4
6...Summary of Access Criteria
......Setcnt 73 Access Level User version How Set
7...Direct Access via Mouse from Group Manager
....It applies debug 99 to create messages that appear for a short
8...Launch without Archiving - F3
9...Single User Only Flag - F2

ACTION ITEMS.................. Click here to comment!

1...No archive should always occur under executive services, so we do not
2...launch another User's stuff.

CONTACTS 

SUBJECTS
SDS, New User setup ideas
User interface, front end, 047024
F2 - Configure for Single User
Ctrl F4 - configure 04702 to call
Group Manager, F4 - configure 04702 to call Setup
instead of Group Manager
Corporate, Executive Services
Data Security; Multi-User; LAN
F3 - Start w/o archive

1211 -    ..
1212 - Summary/Objective
1213 -
121301 - Completed the 2nd lift of testing and refining.
121302 -
121303 - Seem to have a single User version capability, simply by switching
121304 - counter 73 = 2 in 04702.  If it is 0, we have corporate version with
121305 - Group Interface, and if it is 1 or more than 2, we get the SDS Set Up
121306 - for individuals.  This provides a variety of levels of access.
121307 -
121308 - Added ability to load without archiving.
121309 -
121310 - Was able to eliminate and consolidate quite a bit of code, so a lot
121311 - of functionality was added, yet the overall code was reduced.
121312 -
121313 -
121314 - Pending
121315 -
121316 -   1.  Executive services needs to be coded to apply ideas earlier
121317 -       today. ref SDS 13 0001
121318 -
121319 -   2.  Develop configuration scheme that does not require the User to
121320 -       open 04702.
121321 -
121322 -   3.  Modify 0815 to create Single User flag, see line 051482.
121323 -
121324 -
121325 -
1214 -
1215 -
1216 - 1116 : Analysis
1217 -
121701 - Code will check the Group Manager when a new User is assigned to avoid
121702 - conflicts in User ID and/or password.
121703 -
121704 - Will also consider giving a new SDS program launch notice.
121705 -
121706 -    There is a distinction between the params not being in the Group
121707 -    Manager, and there not being a Schedule for this person on the
121708 -    system.  A data base could well exist, yet the access to it is not
121709 -    properly specified in the Group Manager.
121710 -
121711 -
121712 -
121713 - No Archive
121714 -
121715 - Added this option in Set Up screen.
121716 -
121717 - No archive should always occur under executive services, so we do not
121718 - launch another User's stuff.
121719 -
121720 -     Also added it to the SDS New User Identification, so if someone
121721 -     needs to examine another User's records, they can do so.
121722 -
121723 -
121724 -
121725 - Single User Only
121726 -
121727 - Developed code so a manager can configure a computer to immediately
121728 - launch a specified user's SDS environment, and bypass altogether the
121729 - User Interface screens.  This will occur, if 04702 has:
121730 -
121731 -                       setcnt 73 2
121732 -
121733 -    Only one User can be supported in this manner for each computer,
121734 -    such that when a particular computer has 04702 configured with
121735 -    setcnt 73 2, SDS will only open the User originally defined in
121736 -    setup.  Since this is the way most computers are used, this is not
121737 -    a serious limitation.
121738 -
121739 -    Single User = F2 & #
121740 -
121741 -    F2 in the User ID portion of Setup, is designated on the screen as
121742 -    a function to start SDS and configure it for Single User status.
121743 -    This means:
121744 -
121745 -         1.  04702 is changed to setcnt 73 2  (see explanation below).
121746 -         2.  The # char is entered in Group Manager in the center
121747 -             margin of the screen.
121748 -
121749 -       When SDS is started because 73 = 2, the 04702 code immediately
121750 -       looks for an entry in Group Manager with the # sybmol, and if it
121751 -       is there, the SDS Schedule for that User is opened, immediately.
121752 -
121753 -    The Status can be changed only through Executive Services, because
121754 -    there is no other avenue into Group Manager and/or Setup, after
121755 -    Single User status is configured.
121756 -
121757 -    Sophisticated Users could open 04702 and change counter 73 0 or 1,
121758 -    if they know how, using the Editor.
121759 -
121760 -
121761 - Executive & Corporate
121762 -
121763 - Both of these access levels use setcnt 73 0, which provides access to
121764 - the Group Manager.  An intermediate access level is setcnt 73 1,
121765 - which opens the Setup screen, instead of Group Manager.
121766 -
121767 -    Will create a function F4 to set this status in the the Group
121768 -    Manager, and Ctrl F4 in Setup to set back to setcnt 73 0.
121769 -
121770 -
121771 -    Group Manager and Setup Screen - F4 & Ctrl F4
121772 -
121773 -    Corporate SDS will be sold in setcnt 73 0 mode, which means the
121774 -    Group Manager is initially presented.  A responsible manager can
121775 -    then designate by using the F4 option in Group Manager who among
121776 -    their staff will be configured to have Group Manager priveleges,
121777 -    those who will be given access to other people's Schedules only
121778 -    through the Setup screen, and others who will be limited to Single
121779 -    User status with the F2 option in Setup.
121780 -
121781 -
121782 - Summary of Access Criteria
121783 -
121784 -
121785 -      Setcnt 73    Access Level     User version              How Set
121786 -         ------------     ---------------------     --------
121787 -         0         Group Manager    Executive & Corporate      F4
121788 -         1         Setup            Executive & Corporate      Ctrl F4
121789 -         2         Setup            Single User                F2
121790 -         3 *       Group Manager    Executive Services         Schedule Menu
121791 -
121792 -
121793 -    *  Executive Services is an indirect access method, per ref SDS 14
121794 -       line 97,
121795 -
121796 -
121797 -
121798 - Direct Access via Mouse from Group Manager
121799 -
121800 - This feature will be for Executive services, that will enable a
121801 - manager to launch a group member's schedule from the GI screen.
121802 -
121803 - It can use the code developed to launch the Single User.
121804 -
121805 -
121806 -
121807 -
1219 -
1220 -
1221 - 0959 : 0470211
1222 -
122201 - Line 180, added a second debug 100, at each message, so they will be
122202 - a little longer.
122203 -
122204 - Line 220 - organized the second message to explain the password, a
122205 - little better.
122206 -
122207 - Line 280 - tried adding space bar for password, so they can delete
122208 - something.  This is not a problem in User ID field, because it has to
122209 - be completely filled out and there can be no spaces.  Trying to just
122210 - take the cursor position, and change the position value to 0.
122211 -
122212 -
122213 - Line 695 - added error message if User does not fill out all 5 User ID
122214 - fields.  Was able to use the code for messaging on this at line 290.
122215 -
122216 - Line 290 - Made this a general error message code.
122217 -
122218 -    It applies debug 99 to create messages that appear for a short
122219 -    period, then disappear.  This permits displaying a multi-line
122220 -    message on one line.
122221 -
122222 -    Decided to eliminate the second portion of the message that says to
122223 -    re-enter the last character.  It is helpful in Password field,
122224 -    where User cannot see what is entered, but they can use preview in
122225 -    the User ID field, to see what is there, and so do not need an
122226 -    additional instruction to re-enter the last key.
122227 -
122228 -
122229 - Line 130 - disconnected F1 to go to User ID field, until User enters a
122230 - Name.  If they enter a name and do not enter a password, SDS will
122231 - adopt generic POIMS password.
122232 -
122233 - Line 370 - disconnected Del key in User ID.  It is not really needed
122234 - since all 5 positions must be filled out.  The code is not working
122235 - quite correctly.  May use it later for password, and or, entering the
122236 - User name.
122237 -
122238 - Line 335 - changed the code for using arrow and backspace key in the
122239 - User ID field, by eliminating the trap to catch blank spaces. It does
122240 - not matter if User enters a space because of the code we added to make
122241 - sure all 5 positions are used.
122242 -
122243 -
122244 - Line 300 - added message for when a User ID is already being used;
122245 - code is cycles from line 1025, just below.
122246 -
122247 -
122248 - Line 1025 - added code to check for User ID, if we are adding a new
122249 - User to the system.
122250 -
122251 -   We can check both columns at once because if the User ID is in this
122252 -   thing at all, we will return an error message.
122253 -
122254 -   F3, tol avoid archiving, will bypass this flag, but require a match
122255 -   with the password.  Think we can accomplish by setting the start new
122256 -   user flag global 47 to 0.
122257 -
122258 -
122259 -
122260 - Launch without Archiving - F3
122261 -
122262 - Line 190 - added message explaining how to launch SDS without
122263 - archiving.  Gave it function F2, because the first function key is F1,
122264 - and this makes a simple sequence.  Also, we changed the key in the
122265 - Group Interface screen, from F3, to F2, so this maintains consistency.
122266 - Changed the preview feature to F3.
122267 -
122268 -    Changed it all back, because we want to use F2 in GI screen for
122269 -    save, so that is consistent.  F2 will be preview in Set-Up and F3
122270 -    will be no archive.
122271 -
122272 -
122273 - Line 215 - changed assignments for getkey, per above.  F3 sets the
122274 - same flag used in 04702, ref OF 1 line 365.
122275 -
122276 -
122277 -
122278 - Single User Only Flag - F2
122279 -
122280 - Line 510 - added F2 key operation in User ID screen of Setup, to
122281 - simply setgbl 74 90, which is evaluated at line 1205, under -label
122282 - launch.
122283 -
122284 - Line 1205 - added code under -label launch, to enter a # in the GI,
122285 - which is read at run-time by 04702 to launch this person's SDS
122286 - Schedule directly, and bypass the setup.
122287 -
122288 -      The code here enters the Single User flag, setcnt 73 2, in
122289 -      04702, and saves it, so the next time SDS is opened, the
122290 -      Schedule for the person in the Group Manager whose name is
122291 -      marked by the # symbol, will be opened immediately.
122292 -
122293 -
122294 -    This is the code I needed for the single User version.  I can pick
122295 -    up this flag, so that installation automatically sets this flag.
122296 -    In fact, we can set up in 0815, to hardwire this flag.
122297 -
122298 -
122299 - This person will not be able to start SDS without archiving, but I
122300 - don't think anybody does this anyway.
122301 -
122302 -
122303 - Line 1140 - same code goes here.
122304 -
122305 -
122306 -
1224 -
1225 -
1226 - 1607 : 04702
1227 -
122701 - Added code to launch a User directly without doing password
122702 - protection, if there is a # in either column that separates the lists
122703 - in 047027, the GI screen.  The # is entered in 0470211 at line 1120.
122704 -
122705 - Line 350 - evaluates the code, looking for # char, and if there, does
122706 - code that starts the User on that line.
122707 -
122708 - Line 480 - -label sfprfct this is the code that gets the information
122709 - from the Group Interface screen, and loads the specified User's
122710 - schedule.  It is called by the code at line 350.
122711 -
122712 -
122713 - Should be able to call this code by the mouse in executive services.
122714 -
122715 -
122716 -
1228 -