Security Shell Components

Purpose: Some security features in the system are set by Order Management System, while others require decisions and planning by your system administrator or security officer. You are not required to use every security feature that the system offers. Your company procedures will determine which features you need to implement.

It is recommended that you read this entire topic before performing any security related activities. Since access to system options relies on the level of security each user is assigned, security implementation requires well thought-out procedures.

In this chapter:

Understanding System Security

Security Levels

Security Considerations

Security Requirements

Companies

User Records

Optional Security Procedures

Security Procedures

Understanding System Security

Security Levels

Security is established in three aspects of the system:

• Application security

• Menu security

• Feature security

Application security: (Defined by Order Management System.) Order Management System delivers the software with a built-in security code you must enter to operate the software. This code is generated by Order Management System and is provided to you at installation time. At installation, the menu driver checks the code you enter against the Order Management System code. If a mismatch is found, the menu driver does not allow you to access the software.

Menu security: Menu security is initially defined by Order Management System, until you change authority levels when setting up user records (and user classes, if applicable).

Access to menus depends upon whether the system is delivered in a 'closed' or 'open' environment. In a closed environment, users are not allowed to access a menu option until they are granted authority. In an open environment, all users are allowed access to menu options unless they are specifically prohibited by the authority level in their user or user class record.

You establish authority to menu options through user records and, if applicable, to user classes. Access to companies, secured features, and user defined options is also established at the user and user class level.

Feature security: You can establish feature security by user and user class, and also by individual feature. A feature is a procedure or action that occurs within a function. For example, the ability to maintain batch totals and override prices in the Order Entry function are examples of secured features.

The system allows you to assign a company-wide authority level to a single secured feature. A feature's authority level (*ALLOW, *EXCLUDE, or *DISPLAY) replaces the need for passwords for these features. If you permit authority to all features in the system, all users can perform the feature unless a user is specifically excluded from a feature on the user record or user class level.

Security Considerations

Before you begin: Read this entire topic. You'll find that some security setup is required, while other features are optional (although you might consider some optional features important to your business). Certain features require prior setup before you can use others. For example, user classes are not required, but if you plan to use them, you must establish user classes before setting up your user records, which is a required component of the system.

What is required? First, you must have access to the system and define yourself as the system administrator in your user record (selected System Administrator field). This means that you have access to all menu options, system control values, and secured features on the system, and that you have the authority to create user records and assign authority levels. At a minimum, you must:

• Create your primary company (and other companies if you are working in a multi-company environment)

• Create user records for all personnel who will use the system and assign company authority

• Define the system control values necessary to the running of your company

What is optional?

• Creating user classes

• Assigning menu option, secured feature, and user defined authority to individual users or user classes

• Creating menu options

• Creating and tailoring menus

• Creating additional application areas and application groups

• Setting up user defined functions

Security Requirements

Purpose: The security components you must set up to use the system are companies, user records, and system control values.

For more information:

Setting Up Companies (WCMP)

Working with User Records (WUSR)

• the User Configuration guide

System Control Table Components.

Companies

Companies are single, isolated sets of data: an organization's financial information, inventory, and customers. The majority of tables includes COMPANY in the key, so you can establish unique sets of data without having separate libraries, although you can use separate libraries if you wish.

The tables that are not company-specific, but rather database-specific include:

• ZIP table. See Setting Up the Zip/City/State (Postal Code) Table (WZIP).

• Application Area table. See Setting Up Application Areas.

• Application Group table. See Setting Up Application Groups.

• Menu table. See Customizing Menus (WMNU).

• User table. See Working with User Records (WUSR).

If your company is providing fulfillment services for other companies, you can set up a separate company for each client you serve.

When should you create more than one company? You must create another company when you do not want data, (for example sales analysis figures, items, customers) to mix with another company's data. If you only want to separate sales analysis, you can handle that through entities and divisions. See Sales Reporting Hierarchy.

Sales Reporting Hierarchy

User Records

User records allow an individual to sign on and access all or some of the features of the system. A user can be a customer service representative, an order entry operator, or a system administrator. Each user on the system must have both a user profile and a user control record.

What settings are in the user control record? The user control record (available under the Advanced Commands option through My Docs, My Forms, or My Jobs) specifies the user’s:

• ID code (the code that identifies the user to the system)

• password settings (how the password is validated, and whether the user needs to change his or her password before signing in)

• authority to options available under My Jobs, My Docs, and Advanced Commands, including working with other user profiles or having access to other uses’ jobs

• the user's name

• the user class (optional), such as customer service representative or warehouse staff

• the default menu (the first menu that appears when the user signs on to the system)

• the default company (the company where a user automatically works after signing on to the system)

• the default authority level (indicating either default global access to or exclusion from menu options and secured features)

• whether the user advances automatically to the Customer Selection Screen in order entry

• authority to companies, menu options, secured features and user defined functions

Background: See the User Configuration Guide for step-by-step instructions on how to set up users and about password requirements, and for additional setup scenarios.

Note: Order Management System does not enable the user’s password to be saved for default to the login screen. The user must enter the password each time to log into Order Management System.

System Control table: The System Control table is where you define many of the processing characteristics of the system. The options in this table are used to control special system information, such as:

• How the system will calculate pricing in Order Entry

• How SKU information will appear

• Whether you will use Cart/Bin picking

• How you will assign purchase order numbers

The information defined in the System Control table is confidential and critical to the operation of your system. Access to the System Control table is restricted to users who have system administrator access. This table should not be available to all users.

Optional Security Procedures

User classes are logical groupings of users, for example all Order Entry operators. Like the individual user record, a default menu and default company can be assigned so that all users in this user class will sign on to the same menu and work within the same company. Authority to companies, menu options, secured features and user defined functions can also be assigned at the user class level.

See Setting Up User Classes (WUCL).

Why use user classes? If you want all your Order Entry operators to have the same level of authority and access to the system, you might want to create a user class where you define the defaults that will apply to all users in this class. As you create user records, you need only assign the user class that you have created to each Order Entry user record. In this manner, classes can be established and assigned for each group of users in your company.

Note: The authority level assigned to an individual user's record always overrides the authority defined in the user class record.

Creating menu options: Order Management System delivers a complete set of menus and menu options, but allows you to create options for commands, programs, and processing functions that you can add to existing menus, or menus that you create through the Customizing Menus (WMNU) menu option.

If you plan on creating menu options, you will need to do this before you can add them to an existing menu.

Creating or customizing menus: The system allows you to create your own menus or customize existing menus, by adding menu options or changing the arrangement of options on a menu. While menus are organized according to application, you might want to create a menu that only includes the options to perform certain specific tasks, such as customer service activities.

Security Procedures

Security Component

Status

Create a user profile record establishing yourself as the System Administrator. See the User Configuration Guide.

Required

Create company if in a single company environment, or more than one if in a multi-company environment. See Setting Up Companies (WCMP).

Required

Create user classes, if you plan to group users according to user class. See Setting Up User Classes (WUCL).

Optional

Confirm or reset the password requirements for users.

Required

Create user records. See Working with User Records (WUSR).

Required

Define system control values. See System Control Table Components.

Required

Define secured features. See Setting Up Secured Features.

Required

Define company authority. See Setting Up User Classes (WUCL) and Working with User Records (WUSR).

Required

Define menu option authority. See Setting Up User Classes (WUCL) and Working with User Records (WUSR)

Optional

Define secured feature authority. See Setting Up User Classes (WUCL) and Working with User Records (WUSR)

Optional

Define user-function authority. Working with User Records (WUSR).

Optional

Create menu options. Delivered with the system, although you can create others. See Setting Up Menu Options (WOPT).

Optional

Create menus. Delivered with the system, although you can create others. Customizing Menus (WMNU).

Optional

Create application groups. Setting Up Application Groups.

Optional

Create application areas. Delivered with the system, although you can create others. Setting Up Application Areas.

Optional

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