Cleopatra Enterprise - Cost Engineering

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Table Of Contents 1 Configuration ____________________________________________________________ 1 1.1 Path settings 1 1.1.1 Shared / Personal configuration 2 1.2 User preferences 3 1.2.1 User preferences 3 1.2.2 How to make a user preferences template 6 1.2.3 Custom Languages 7 2 Security overview _________________________________________________________ 9 2.1 Quick reference 9 2.2 Licensing 10 2.2.1 How to import a license 10 2.2.2 Validate license 11 2.2.3 Concurrent users per module 13 2.3 The security model 14 3 Security configuration ____________________________________________________ 15 3.1 Users 15 3.1.1 How to create users 16 3.2 Roles 17 3.2.1 How to create roles 18 3.2.2 How to add users to roles 19 3.2.3 The tab Administrator rights 20 3.2.4 The tab Modules 22 3.2.5 The tab Plugins 23 3.2.6 The tab Reports 24 3.3 Workgroups 25 3.3.1 How to create 25 3.3.2 How to set security on folders 26 3.4 Workflow 28 3.4.1 workflow designer 28 3.4.2 How to create a new workflow 29 3.4.3 Workflow permissions 30 3.4.4 How to create a new workflow role 31 3.4.5 How to assign users to a workflow role 32 3.4.6 How to create a new workflow state 32 3.4.7 How to assign a role to a workflow state 33 3.4.8 How to create a new state transition 34 3.4.9 How to assign a role to a state transition 35 3.5 Security facts 36 4 Exercise ________________________________________________________________ 38 4.1.1 Introduction 38 4.1.2 How to setup user security 39 4.1.3 How to setup role security 43 4.1.4 How to setup role security for reports 49 4.1.5 How to setup workgroup security 53 4.1.6 How to create a workflow design 58 i
Administrator training 4.1.7 How to setup workflow roles (part 1) 61 4.1.8 How to setup workflow roles (part 2) 66 4.1.9 Conclusion 68 4.2 Security trouble shooting 69 4.2.1 How to resolve security problems 69 4.2.2 How to determine permissions 71 5 Installation ______________________________________________________________ 73 5.1 MS SQL server 73 5.1.1 Introduction 73 5.1.2 Encrypting connections to SQL server 73 5.1.3 Installing MS SQL server 74 5.1.4 Configuring MS SQL Server for Cleopatra Enterprise 75 5.1.5 Choosing an authentication mode 76 5.1.6 Opening a Port on the firewall 76 5.2 Cleopatra Enterprise 77 5.2.1 Downloading Cleopatra Enterprise 77 5.2.2 Installing Cleopatra Enterprise 78 5.2.3 Common installation issues 79 5.2.4 Remote access 80 5.2.5 How to prevent out-of-memory-errors 80 6 DBMS configuration ______________________________________________________ 82 6.1 Database server registration 82 6.1.1 How to create a database server registration 83 6.1.2 How to open a database server registration 84 6.1.3 How to create a database 85 6.1.4 How to create a database user 86 6.1.5 How to reset a database user password 87 6.2 Database connections 88 6.2.1 How to create a database connection 89 6.2.2 How to verify database connection 91 7 Backup and restore database ______________________________________________ 92 7.1 Backup 92 7.1.1 How to create a backup of a database 92 7.2 Restore 93 7.2.1 How to restore a database 93 7.3 Migrate 94 7.3.1 How to migrate your data 94 7.3.2 How to migrate shared database connections 95 7.3.3 How to migrate personal database connections 96 ii
Page 1 and 2: Cleopatra Enterprise Administrator
Page 3: License A license determines the am
Page 7 and 8: Security overview > Quick reference
Page 9 and 10: IT - DBMS Configuration (optional)
Page 11 and 12: Administrator training 1.1.1 Shared
Page 13 and 14: Administrator training Date format
Page 15 and 16: Administrator training 1.2.2 How to
Page 17 and 18: Administrator training Create new l
Page 19 and 20: Administrator training 2.2 Licensin
Page 21 and 22: Administrator training Press the "N
Page 23 and 24: Administrator training 2.3 The secu
Page 29 and 30: Administrator training 3.2.3 The ta
Page 37 and 38: Administrator training 3.4 Workflow
Page 39 and 40: Administrator training 3.4.3 Workfl
Page 45 and 46: Administrator training 3.5 Security
Page 47 and 48: Administrator training 4 Exercise 4
Page 49 and 50: Administrator training Select the "
Page 51 and 52: Administrator training Users are no
Page 53 and 54: Administrator training Now we have
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Administrator training Select the "
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Administrator training How to login
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Administrator training Select "Sele
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Administrator training Exercise: Re
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Administrator training Select the "
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Administrator training Now we are g
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Administrator training 4.1.6 How to
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Administrator training Now we are g
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Administrator training Press the "A
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Administrator training The same we
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Administrator training 4.1.9 Conclu
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Administrator training Folder / wor
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Administrator training Document and
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Administrator training 5.1.3 Instal
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Administrator training 5.1.5 Choosi
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Administrator training 5.2.2 Instal
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Administrator training 5.2.4 Remote
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Administrator training 6 DBMS confi
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Administrator training 6.2 Database
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Administrator training Select "File
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Administrator training 7 Backup and
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Administrator training 7.3 Migrate
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Cleopatra Enterprise - Cost Engineering

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