Chapter 5   Preparation

5.1  Overview

From this section, the functions and operations of Excel Server is about to be released via introduction of the implementing of the

project Cesoft CRM, which is base on the SRS in chapter 4. The operation will be released to address the main function for developing

a management information system (MIS). The tutorial text will focus on and with plenty of the illustrations from the Cesoft CRM project platform.

BC Excel server is a web-based application that enable multi-people to work at the same time. The read and write permission are given to

different roles. The thing relatives to read and write permission are the “organization”, “Role”, “User”.

5.2  Implementation

5.2.1 “Global Information“

The Global Information Menu is the sections for you to address the information include address, telephone, email etc. of the organization.

Example: Set up the global information of Cesoft Company.

Step 1: Click the main organization icon and choose the “Global Information” menu

                               Figure 5.2.1 Global Information

Step Two: Fill up the information for the organization as below:

                           Figure 5.2.2 Global Information Setting

5.2.2 “Department”

In BC Excel Server, the system designer should transfer an organization’s departments to the logic departments’ structures in to the

system. For the case of the Cesoft CRM, the organization has been designed to several departments (see Figure 5.2.3 )

                 Figure 5.2.3 Organization Structure of example of Cesoft CRM

Operation

Step One: Click “new” of organization and fill up the departments which are designed in (see Figure 5.2.3 )

                    Figure 5.2.4 Setting Department structure in ES

                                Figure 5.2.4 Set up departments

Once you finished the operation of setting up the departments, it should be the full list as below:

           Figure 5.2.5 Departments structure in ES Management Console

5.2.3 Set up the “Role”

Role is the position in a company as we understand as well as refer to certain responsibility at the organization e.g. Manager, CEO.

Roles and department are relevant. Hence, setting up the propose roles for each department is necessary.  All the employees with the

same role could share the common Excel template or reports. are used at the stage of building a report.

There are four default roles:

²         Administrators:  The highest level of privilege/access within the Excel Server Management Console; its responsibilities include: defining

 Organization, Roles, Users; accessing system logs; terminating system activities; backup and restore system data etc.

²         Report Designers: More privileges than ordinary users: defining Data types, data input criteria; building Auto ID Process; creating and

updating report templates etc.

²         Report Owners:    It is the ordinary user: exporting data into excel file or text file in my workbench.

²         Process Admin:   The role has permission to delete workflow data

In the example case, an assumptive structure of the roles and users has been made.

                   Figure 5.2.6 A ssumptive structure of the roles and users

Implement

We will implement the ‘Role’ to BC Excel Server according to the Figure 5.2.6

Step one: click “new” on Role in Management Console as below

                          Figure 5.2.7 setting new roles

Step Two: Enter ‘CEO’ to role name and appointed it a department ‘Administration Office’ the click ‘ok’

               Figure 5.2.8 setting new roles 2

             Figure 5.2.9 ‘Other Designers Updateable’

Once you finish the setting of “roles”, the completed roles will be showed up on the right hand field of the Management

 Console as below.

  5.2.4 Set up the “User”

User is the key class in BC Excel Server. It is referring to the “role”. Simply understanding is that the person who is under the role.

Step one: As the same operation as “role”, click the “new” menu to open the user setting window.

Step two:  Fill up the name ‘Cui Yajun’, appoint him the department of ‘Administration Office’, set up the login name ‘ cui and his

password then click ‘ok’

Step 3: Appointed the role of to the user. For example, CEO ‘Cui Yajun’ is in administration office.

Step Four: Repeat the operations to finish all the users setting refer to the Figure 5.2.6

Back to the role property, and check the ‘Authorized Users’, you will find the user name and department has been referred to the role

All the users will be showed on ES Management Console

5.2.5 Classify the Reports

In the management information system, we might build several templates to fill the original system design e.g. the template

‘Customer Register Form’ in ‘Customer Information’ class

Implement

Step One: click the “new” menu to open the report classification setting window.

Step Two: Enter the classification name and set the superior classification (if it has) then click ‘ok’

                  Figure 5.3.1 Templates classifications of Cesoft CRM

The reports are able to classify and store in the class defined in Management Console

                       The classifications on My Workbench

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