Starting proCube Security Manager

This topic describes how to start and connect proCube Security Manager to a database and how to configure its different settings.

Starting and connecting to the database

Start proCube Security Manager from Windows. From the Server View you will select a server and connect to a database.

To select a server and connect a database:

  1. From Server View, expand the Servers node to display your available servers.

  2. Select an available server and expand its node to display the available database on that server.

ConnectToDatabase.png

Figure 1.    Server View - Connect to Database

  1. Right-click your database connect to the server and the database.

ConnectServerDatabaseDialog.png

Figure 2.    Connecting to the server and database

  1. Enter administrator/administrator and click OK to connect and open proCube Security Manager.

Once you are connected, the message area displays the current server and database.

Options dialog

This dialog contains the configuration controls for proCube Security Manager and has two tabs: Settings and Databases. The information from this dialog is stored in the PSM.exe Config file that is located in the proCube Security Manager folder. Clicking Default restores all settings to their original default settings.

Once you have started proCube Security Manager, click the orange button in the upper, left-hand corner to open a menu where you select Options.

Settings tab

The Settings tab contains configuration options for setting the location of backup and xml files and other options.

OptionsDialogSettingsTab.png

Figure 3.    Options Dialog - Settings Tab

The controls are as follows:

  • Backup — sets the name of the security backup file. Click Browse to set the file's location.

  • Functional Areas — sets the name of the Functional Areas file. Click Browse to set the file's location.

  • Database file: — sets the name of the database xml file. Click Browse to set the file's location.

If you are using shared xml files (e.g., on a server accessed by multiple users), you will need to enter this server location for both the FunctionalAreas.xml and the Database.xml files. For example, \\server\folder\FunctionalAreas.xml and \\server\folder\Database.xml.

When accessed by a second user, the FunctionalAreas.xml file becomes read-only.

  • Rule name's template — sets the name of the rule file using the following format: PSM-@AreaName-@Name.

  • Add user to 'Everyone' — . This control lets you determine how a new user is configured when it is created. The values for this setting are: Always (default setting - a new user is automatically added to the Everyone group), If exists (a new user is added to the Everyone group assuming that group exists), Never (new user not added to the Everyone group).

  • Back up on save: — If selected, security settings are automatically written to the back up file upon save.

  • Use style for dialogs: — If selected, applies the current Style setting (e.g., Office 2007 - Blue) to the proCube Security Manager dialogs.

  • Use Automatic Authentication — If selected, allows an automatic connection to the database using the domain and user name.

Databases tab

This tab contains a setting to designate the server and database, and if that database is running Satori Financial Reporting. The model for applying user security is different for the Financial Reporting application and selecting Financial Reporting lets proCube Security Management apply the correct model.

OptionsDialogDatabasesTab.png

Figure 4.    Options Dialog - Databases Tab

To add a server/database:

  1. Double-click the empty Server field and enter the name of your server.

  2. Double-click the empty Database field and enter the name of your database.

  3. If running Satori Financial Reporting, select Financial Reporting.

  4. Click OK to save your changes.

For both the Settings tab and the Databases tab, clicking OK saves any changes, Cancel does not save changes and maintains your previous settings, and Default returns all settings to their original installation options.

 

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