Aristotle Support

User setup

Article ID: 656
Last updated: 11 Mar, 2010

User Setup

The User Setup utility has several areas where the Administrator enables or disables CM5
functions: Subfile access and editing ability, Multi-Dataset access, and word processor settings.
Each user should have a unique User Name and Password.

User Settings

Step-by-Step…
1.  From the Main Menu Bar, select Utilities > User Setup. The User Setup
Screen appears. The User Setup Screen has several tabs where the
Administrator enables or disables CM5 functions.

2.  Click the Users tab.

3.  CM5 identifies and reads the User Name to determine security levels and
Dataset access. In addition, the User’s password is necessary to maintain
data security. The remaining steps show you how to add a new user.
4.  Click Add.
 
5.  Enter a valid User Name in the New User screen. There should be no
spaces in the name.
6.  Click OK.
 
7.  Click the Change Password button.
 
8.  Enter the User’s Login name that you have just set up as the old password.
By initial default, the User Name and Password are identical.
9.  Set a unique password for the User (no spaces) and confirm the password.
 
10. Click OK.
 
11. Set Access Level to determine which Datasets this user should have access
to.
If your committee has multiple Datasets and the user should have access to
all Datasets and any Dataset created in the future, you can leave the
default Access Level at 9. Each Dataset has a Clearance Level (0 – 9).
Each User has a Dataset Access Level (0 – 9). If the User’s Access Level
is equal or greater than the Clearance Level of the Dataset, the User has
Access to that Dataset. Conversely, if the User’s Access Level is lower
than the Dataset’s Clearance Level, the User does not have access to the
Dataset.

NOTE: To edit existing user privileges, highlight the user in the list and make necessary
changes.

Privilege Settings
You are now ready to assign User privileges. The Privilege tab is the area where the
Administrator enables or disables CM5 functions. Only the Individuals with User Privileges
enabled may edit user rights and create New Users.

The Administrator should assign access privileges according to the Employee function or level
of responsibility. Unless you specifically disable the CM5 function by clearing the checkmark
from the box next to the function, the User will be allowed to perform that function.
 
There are four areas on the privileges tab: Subfiles, Features, Utilities and Group Membership.

Subfiles

A check in the Subfile checkbox means the User has access to the contents in that Subfile. If
there is no checkmark in a box, the User can view the Subfile tab, but cannot view any history
and will not be able to access the Subfile Edit screen at all.

ADVISORY: You may want to strictly limit the number of Users that
have the ability to view Contributions and Disbursements Subfile. See
Group Membership section to learn how to allow Users to view Subfiles,
but not add, edit or modify.

Features 
 
A check in a feature box means the User has the ability to perform the feature.

Utilities


This is a powerful diagnostic area to which only a few, select people should have access. Enable
Utility features with care.
 
The FoxPro Commands feature gives the User access to the FoxPro prompt and is used as a
diagnostic tool by Aristotle technical support personnel. This gives the user direct access to the
data tables and should not be available to most Users.
 
DOS Commands allows the User to open a DOS window. It is merely a convenience for those
who prefer to use DOS for file maintenance but should be limited to the System Administrator.

Group Membership

The Group Membership field enables you to define the group to which the User belongs.
There are four groups that you may select from: Supervisor, Level 1, Level 2 and Level 3. The
table below illustrates Group Membership and User ability. In this illustration, for the sake of
instruction, we assume that all checkboxes in the Privileges section have been checked.

Once a new User is added, when the User first logs into CM5 (or when the Dataset the User
last accessed no longer exists) the Change Dataset screen appears. User must select a
Dataset by double-clicking on the Dataset name.

Word Processor Settings
The Word Processor area is where you select the word processing application you want to use
for mail merges, and specify the default location folder for CM5 letter batching templates.

Step-by-Step…
1.  To enable the User to use the Letter Batching feature, you need to first
specify a document path.
2.  Click the Word Processor tab and select the word processing application
by selecting its name from the drop-down list. CM5 is compatible with
WordPerfect for Windows 6.1 and 8.0 and Microsoft Word for Windows
6.0 and higher.
 
3.  Specify the target path to search for letter batch templates. You can enter
multiple paths into this field separated by a semicolon (;). We recommend
that you leave the path to the CM5 program folder as a default. It is a very
good idea that all mail merge documents remain in one location. This is
especially important if Campaign Manager resides on a Network. Choose
a folder that all Users can share where they can save templates.

Dataset Settings
 
Any number of Datasets may be made available to the User. When you create a User, you are
asked to assign an Access level number, 1 through 9. The Clearance Level is used to determine
whether or not a user is permitted access to the Dataset. For example, if you create a new Dataset
with a Clearance Level of 5, any User with an Access Level of 4 or lower may not access the
Dataset.

Click the Dataset in the list and the Dataset’s location appears in the line above. The Owner is
the user that created the Dataset and the Clearance Level determines which users have access to
the data. 
 
NOTE: If the data is located on a remote SQL server, the server’s IP Address should appear in
the Server field.

Environment Settings (above)
The Environment tab specifies environment settings that apply to an individual User. 
The Workspace Path is the folder where temporary files are created. If your Campaign
manager 5 program is installed on a stand-alone machine, it is okay to leave the path as the
default, the temp file inside the program folder: C:\CM5\temp.

 If your CM5 program is shared over a Network, change the Workspace path for each User to the
User’s local hard drive. When the program is installed, a temporary folder called “CM5Temp” is
installed on each computer’s hard drive. We recommend that you point the Workspace Path to
that location (C:\CM5Temp, where the C:\ drive is your hard drive).

SQL Server Admin
This tab is only applicable to those whose data resides on SQL servers, either on site or at the
Aristotle International, Inc. offices in Washington, DC.

Click on the Register tab and enter the IP Address of the SQL server. If Aristotle hosts your
data, one of the Technical Support technicians can provide you with this information.

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Article ID: 656
Last updated: 11 Mar, 2010
Revision: 1
Views: 596
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