Menu Driver 5.0 Select Training Manual

Menu Driver
Select
Training Manual
SunGard HTE Inc.

SunGard HTE Inc.
1000 Business Center Drive
Lake Mary, Florida 32746
Phone: (800) 695-6915

Fax: (407) 304-1005
Homepage: http://www.sungard.com/hte
© 2006 SunGard HTE Inc.
This document is covered by copyright. All rights reserved. SunGard HTE grants permission to
the SunGard HTE Menu Driver customer to whom it was sent to copy any part of this document
for internal use only. It may be reproduced for use only by the party to whom it is sent directly
by SunGard HTE for internal use only. It may not be reproduced in any other form or by any
means, graphical, electronic or mechanical, including photocopying, recording, taping, or
information and retrieval system, or used by or distributed to any third party without written
permission of SunGard HTE. SunGard HTE reserves the right to modify or revise all or part of
this document without notice.
Printed in the U.S.A.

Table Of Contents
LESSON 1 INTRODUCTORY MATERIALS ............................................................... 1-1

TRAINING OVERVIEW ............................................................................................................. 1-1
Objectives ...................................................................................................................... 1-1
Who should attend? ....................................................................................................... 1-1
What should you bring?................................................................................................. 1-1
AGENDA ................................................................................................................................ 1-2
GUI VS. GREEN SCREEN ......................................................................................................... 1-3
START USING SUNGARD HTE'S ONLINE HELP ........................................................................ 1-5
What is online help? ...................................................................................................... 1-5
How do I use the online help? ....................................................................................... 1-5
Benefits of online help................................................................................................... 1-6
LESSON 2 OVERVIEW OF MENU DRIVER .............................................................. 2-1
OVERVIEW OF MENU DRIVER ................................................................................................ 2-1
OVERVIEW OF PROGRAM SELECTION...................................................................................... 2-1
STARTING MENU DRIVER ...................................................................................................... 2-3
Commands ..................................................................................................................... 2-3
User initial program....................................................................................................... 2-3
LESSON REVIEW .................................................................................................................... 2-4
LESSON 3 MENU DRIVER COMPONENTS............................................................... 3-1
THE HTEGPL APPLICATION .................................................................................................. 3-1
SIGNING ON TO THE SYSTEM .................................................................................................. 3-1
ADDING APPLICATION CODES TO ACTIVATE THE MENU SYSTEM ............................................ 3-1
APPLICATION CODES .............................................................................................................. 3-3
OVERVIEW OF MENUS ............................................................................................................ 3-4
OVERVIEW OF FUNCTIONS ..................................................................................................... 3-4
DETERMINING THE FUNCTION YOU ARE WORKING WITH ........................................................ 3-4
OVERVIEW OF SUBFUNCTIONS ............................................................................................... 3-5
SELECTING FUNCTIONS TO WORK WITH.................................................................................. 3-5
LESSON REVIEW .................................................................................................................... 3-6
SunGard HTE Inc. i

LESSON 4 ROLE OF THE SYSTEM ADMINISTRATOR......................................... 4-1
OVERVIEW OF SOFTWARE SECURITY ...................................................................................... 4-1
Levels of security .......................................................................................................... 4-1
Security officer (QSECOFR) ........................................................................................ 4-2
QHTE ............................................................................................................................ 4-2
System administrator ..................................................................................................... 4-2
Application administrator.............................................................................................. 4-3
Application users ........................................................................................................... 4-3
OVERVIEW OF SYSTEM ADMINISTRATOR AND APPLICATION ADMINISTRATOR
RESPONSIBILITIES................................................................................................................... 4-4
System administrator ..................................................................................................... 4-4

Application administrator.............................................................................................. 4-4
FUNCTIONS AND SUBFUNCTIONS FOR HTEGPL APPLICATION USERS .................................... 4-4
SETTING UP THE HTEGPL USER GROUP FOR APPLICATION USERS ......................................... 4-5
FUNCTIONS AND SUBFUNCTIONS FOR THE APPLICATION ADMINISTRATOR GROUP IN
HTEGPL ............................................................................................................................... 4-7
SETTING UP AN HTEGPL APPLICATION ADMINISTRATOR USER GROUP ............................... 4-10
SETTING UP APPLICATION ADMINISTRATOR USER GROUPS ................................................... 4-14
ADDING USERS TO THE SYSTEM I5 ....................................................................................... 4-16
LESSON REVIEW .................................................................................................................. 4-18
LESSON 5 ROLE OF THE APPLICATION ADMINISTRATOR ............................. 5-1
OVERVIEW OF USERS AND USER GROUPS................................................................................ 5-1
SETTING UP APPLICATION USER GROUPS ................................................................................ 5-1
CHANGING THE LIST OF USERS ASSIGNED TO A USER GROUP .................................................. 5-3
CHANGING USER GROUP AUTHORITY TO APPLICATION FUNCTIONS AND SUBFUNCTIONS ........ 5-3
REMOVING USER AUTHORITY FROM A SOFTWARE APPLICATION ............................................ 5-4
LESSON REVIEW .................................................................................................................... 5-5
LESSON 6 CUSTOMIZING MENUS............................................................................. 6-1
ADDING MENUS ..................................................................................................................... 6-1
COPYING A MENU TO SUBSTITUTE A MAIN MENU ................................................................... 6-2
CHANGING MENU INFORMATION ............................................................................................ 6-3
ADDING MENU OPTIONS ......................................................................................................... 6-3
ADDING FUNCTIONS AND FUNCTION SECURITY ...................................................................... 6-5
ii SunGard HTE Inc.

CHECKLIST FOR INCLUDING YOUR OLD CUSTOM OPTIONS PROGRAM IN MENU DRIVER ......... 6-6
LESSON REVIEW .................................................................................................................... 6-7
APPENDIX A LESSON REVIEW ANSWERS .................................................................. A-1
LESSON 2 OVERVIEW OF MENU DRIVER ............................................................................... A-1
LESSON 3 MENU DRIVER COMPONENTS ............................................................................... A-1
LESSON 4 ROLE OF THE SYSTEM ADMINISTRATOR ............................................................... A-1
LESSON 5 ROLE OF THE APPLICATION ADMINISTRATOR ....................................................... A-1
LESSON 6 CUSTOMIZING MENUS .......................................................................................... A-1
APPENDIX B TEST ENVIRONMENTS .............................................................................B-1
OVERVIEW OF TEST ENVIRONMENTS ......................................................................................B-1
Implementing your test environment menu...................................................................B-1
Additional considerations..............................................................................................B-1
CREATING TEST LIBRARIES ....................................................................................................B-2
ACCESSING THE TEST ENVIRONMENT .....................................................................................B-4
CREATING A USER PROFILE IN THE TEST ENVIRONMENT .........................................................B-5
APPENDIX C CONTACTING SUNGARD HTE............................................................... C-1
CUSTOMER SUPPORT LINE ......................................................................................................C-1
DOCUMENTATION FROM MYHTE..........................................................................................C-1
CONTINUING EDUCATION .......................................................................................................C-2
FAX SUPPORT SYSTEM...........................................................................................................C-2
GLOSSARY ........................................................................................................................ G-1
INDEX ..........................................................................................................................I-1
SunGard HTE Inc. iii

iv SunGard HTE Inc.
Menu Driver Introductory Materials
Lesson 1 Introductory Materials
Training overview
Menu Driver training takes place during one visit that lasts one or two days.
This manual is intended to lead you through your SunGard HTE training classes. SunGard HTE
provides comprehensive online help for your ongoing reference and refresher needs. Throughout
this manual you will see references to related online help sections that you should refer to. These
references are noted by an icon. The procedures in this guide are also in your online
help. SunGard HTE recommends that you train your employees to utilize the online help, since
it will always include the most comprehensive, up-to-date instructions for using your SunGard
HTE software.
Objectives
By the end of the training sessions, you will be able to:
• Add menus, functions, and subfunctions
• Add users to the SunGard HTE System and to applications
• Set up user groups
• Set up security levels
• Set up test and multiple environments
• Use the online help
Who should attend?
SunGard HTE recommends that the following personnel attend:
• System administrators who will be authorizing users to the System i5 and setting up
user groups
• Application administrators who will be authorizing users to applications and functions
What should you bring?
The majority of your training is hands-on, using a computer screen and keyboard. SunGard HTE
recommends that you also bring the following items to each training session:
• This training manual
• Materials for taking notes
SunGard HTE Inc. 1-1

Introductory Materials Menu Driver
Agenda
1. Overview of Menu Driver
• "Program selection" feature
• Starting Menu Driver
2. Menu Driver components
• HTEGPL application
• Adding application codes
• Overview of menus, functions, and subfunctions
• Determining the function you are working with
• Selecting functions to work with
3. Role of the system administrator
• Security levels
• Making the HTEGPL application available to users
• Setting up application administrators
• Setting up user groups
• Adding users to the System i5
4. Role of the application administrator
• Users and user groups
• Removing authority from a software application
• Setting up application user groups
• Changing the list of users assigned to a user group
• Changing user group authority to application functions and subfunctions
5. Customizing menus
• Adding menus and menu options
• Adding functions and function security
• Including your old custom options program in Menu Driver
1-2 SunGard HTE Inc.

GUI vs. green screen

The best way to demonstrate the difference between a graphical user interface (GUI) screen and
SunGard HTE’s text-based screen (green-screen) is to compare them side by side. Figure 1 is a
green-screen representation of the Budgeting Level Selection screen. In green-screens, options
display with a number. In order to perform an action, you must type the number next to the
record and press Enter. To perform a function, you must press the appropriate function key on
your keyboard.
Figure 1

Figure 2 below is the GUI representation of the same screen used in Figure 1. GUI provides a
Windows-like look and feel, and has buttons and drop-down menus that you can click with your
mouse. Though the functionality of GUI and green-screen remains the same, the process in GUI
is slightly different. In order to perform an action, you must highlight the record and click the
option you want to perform. In most cases, there is no need to click OK or press Enter because
GUI performs that step for you. Functions display on the bottom of the screen, just like in green-
screen. However, both options and functions also display in a drop-down menu.
Note: Always check the drop-down menus for options and functions that may not display
on the screen.
Figure 2
Notice that in GUI, options and functions do not display with numbers. However, the function
key functionality also works in GUI.
Example: You want to exit the Budget Level Selection screen in GUI. You can press F3
on your keyboard or click Exit.

Start using SunGard HTE's online help

What is online help?
Online help provides the same information that you would find in paper bound manuals, such as:
• What's New - Brief descriptions of enhancements to the latest release of the software.
• Overviews - Background and conceptual information, which includes examples to help
illustrate concepts.
• Procedures - Step-by-step instructions for how to perform basic job tasks.
• Checklists - Broad procedures that may be used on a weekly, monthly, or yearly basis.
Checklists can help remind you of steps that need to be taken at a certain time.
• Frequently Asked Questions - Answers to questions that customers most often ask.
• Contents and Index - Tools that help you locate information online quickly and easily.
How do I use the online help?
To access your online help, double-click the Help icon located on your desktop. To locate
sections, you can use the tabs on the left side of the help screen.

Benefits of online help

• Unlike a paper manual, all your employees can use the help at the same time.
• The help is always current. Software updates automatically include updated online
help. When new features are developed or changes are made to the software, the help
can be updated quickly.
• You don't have to fumble with insert pages when you receive a software update.
• Familiar browser-style format means you don't have to learn how to use a new online
help format.
• Full-text search capability makes it easy to search the entire online help for a single
word or phrase.

Menu Driver Overview of Menu Driver
Lesson 2 Overview of Menu Driver
Overview of Menu Driver

Menu Driver is a SunGard HTE application that allows you to control who uses applications,
menus, functions, and subfunctions. Only the system administrator should be authorized to
everything. You can use Menu Driver to set up and maintain users, user groups, functions,
subfunctions, and menus. You give user groups authority to work with features and functions of
software applications.
You can also use Menu Driver to customize menus by setting up your own menu and adding
existing menus as menu options. SunGard HTE also creates menus and functions and sends them
with each update of the software applications. You can copy any of these menus and modify
them as a user menu.
Overview of program selection

Menu Driver has a feature called "program selection," which allows access to all authorized
functions and programs across all applications. This saves time by allowing access to different
functions at the same time.
Functions are menu options you use to accomplish tasks. You can use the "program selection"
feature to select functions you want to work with. The "program selection" feature creates a list
of functions you select during your work session. You can keep several functions open as you
work to create a "multi-tasking" environment.
The "program selection" feature allows you to:
• Select new functions that are added to your list of open functions
• Return to functions you already used during your current work session
SunGard HTE defines functions that arrive with the software application. Your organization can
also define custom functions. You use these functions during work sessions to perform software
tasks.
By creating a list of functions for your work session, you can move easily from one function to
another. You do not have to select or type the function you want to work with. You just select
the function from your list.
When you finish work with each function, you can add it to your function list for use later in
your work session. Once you add a function to your list, you can easily return to it by selecting it
with the "program selection" feature.
To select a function, you can:
• Type the function you want to work with
• Choose the function from the list of functions already used during your work session
• Choose the function from a list using the Prompt function

Overview of Menu Driver Menu Driver
When you type the function you want to work with, you specify the software application and the
function. You can type the software application or use the Prompt function to select it. You can
type all or part of the function name. If you type the entire function name, the system retrieves
the function you want to work with. If you type a partial function name, the system retrieves the
function or displays a list of functions starting with the letters you typed. You can select the
function you want from this list.
If the function you want is not on your list of previously used functions or you do not know the
exact function name, you can use the Prompt function. First, you specify the software
application to which the function belongs. When you use the Prompt function, the system
displays a list of functions for the software application you specified. You can select the function
from this list.
Example: You want to print an Actual Costs Report in the Fleet Management (FM)
software application. You press Escape or Attention to display the Program Selection
window. You type FM in the Application field. The cursor automatically moves to the
Function field. You use the Prompt function. The software application displays a list of all
available FM functions. You select the Actual Costs Report function from the list, and the
software application retrieves the function for you to work with.
When you select a new function, the previous function is added to your list. You can select
previously used functions later in your work session. If you do, the system returns you to where
you were in the function before you pressed Escape or Attention.
Example: You are viewing your messages using the Mail function. You need to send a
message. You press Escape or Attention. In the Application field, you type HT. Then you
select the Send message function. The system adds the Mail function to your list of
functions and allows you to send a message.
If you do not need to use a function again during your work session, you can use the Cancel or
Exit functions. If you use either of these functions, the system closes the function and does not
add it to your list of open functions. If you want to keep the function open and add it to your list,
press Attention or Escape instead.
If you use the Cancel function when the Program Selection window displays, the system returns
you to the function you used most recently.

Menu Driver Overview of Menu Driver
Starting Menu Driver

You can access Menu Driver using one of three commands or the user initial program.
Commands
• HTEMNU HT *SELECT
Use this command to begin working with Menu Driver and go directly to other
applications and menus. The *USER parameter determines which menu displays when
you use this command.
• HTEMNU XX *SELECT
Replace "XX" in the above command with the two-letter application designator to display
the selection of menus for that application. For example, if you want to display
Payroll/Personnel menus, you type HTEMNU PR *SELECT, since PR is the two-letter
code for Payroll/Personnel.
• HTEMNU XX *FIRST
Replace "XX" in the above command with the two-letter application designator of the
application you want to display the main menu for. For example, if you want to display
the main menu for Customer Information System, you type HTEMNU CX *FIRST,
since CX is the application designator for Customer Information System.
User initial program
The user initial program is a SunGard HTE program that is embedded within the System i5 user
profile. You use this program to set up the menu that displays for each user when the user signs
on to the System i5. This allows the user to access Menu Driver without typing any commands.
You set up the initial application and the initial menu when you set up user information within
SunGard HTE software. You can select any SunGard HTE application or menu.

Overview of Menu Driver Menu Driver
Lesson Review
Let’s review Lesson 2 Overview of Menu Driver.

1. When you select a new function using the "program selection" feature, does Menu Driver
automatically end the function you are currently working with?
2. What is the command you use to display an application’s main menu?

Menu Driver Menu Driver Components
Lesson 3 Menu Driver Components
The four components of Menu Driver are:

• Applications
• Menus
• Functions
• Subfunctions
The HTEGPL application

Menu Driver uses an application called HTEGPL to control basic functions such as:
• Menus and functions
• Function keys
• The "program selection" feature
You also use HTEGPL to control the use of menu screens and access to the command line.
Menu Driver is different from other SunGard HTE applications because it allows system
administrators to access menus for all SunGard HTE software applications.
Signing on to the system

Follow these steps to sign on to the System i5 for this training session.
1. In the User field on the Sign On screen, type QSTUxx, where "xx" is your student number.
Note: Your Application Specialist will tell you your student number.
Example: QSTU18
2. In the Password field, type QSTUxx again.
3. Click OK or press Enter.
Adding application codes to activate the menu system

Before you can work with software security, you should follow these steps to set up and activate
the menu system.
1. Sign on to the system as QSECOFR.
2. Type the following on a command line:
HTEMNU HT *SELECT

Menu Driver Components Menu Driver

Note: If the Application Menus Selection window does not appear, type ADDLIBLE
HTEGPL *LAST on a command line and click OK or press Enter. Then repeat steps 2-3.
4. Select Menu/Security Functions Menu.
5. On the Menu/Security Functions Menu, select Applications.
6. Do application codes display?
• If yes: Make a note of the codes that display. Then proceed to step 9.
• If no: Proceed to step 7.
DSPAPPSTS
Result: The list of libraries you have installed on your system displays. Make a note of the
codes that display. The first two characters of the library names are the application codes.
9. Compare the list of libraries against the list of application codes you noted in step 6 or step
8.
10. Do you have application codes set up for all of your SunGard HTE libraries?
Note: You must have the HT application code set up. The HT application may not display
even though it is installed. The HT application installs automatically when you install
another SunGard HTE software application. Therefore, if you have any application codes
set up, the HT application is set up.
• If yes: Use the Exit function. Then proceed to step 16.
• If no: Proceed to step 11 to set up the application codes you are missing.
11. Type the application code you want to set up in the Appl field.
12. Use the Create option for the application code you just typed.
13. If you want to change the description that displays, type over the description.
Note: SunGard HTE recommends that you do not change the application description.
15. Repeat steps 11-14 for each application code that you need to set up.
16. Select HTE, Inc. Application Menu.
Result: The SunGard HTE menu system is set up.

Application codes
Below is a list of all SunGard HTE software applications with their application codes.
Application Code Application Code
Accounts Receivable MR Extended Reporting ER
Applicant Tracking AT Fire Incident Reporting FI
Building Permits BP Fire Prevention FP
Business (Occupational) Licenses OL Fire Resource Activity Tracking FR
Case Management CS Fires Management System FS
Cash Receipts CR Fixed Assets FA
Code Enforcement CE Fleet Management FM
CAD400 C3 Global Financial Systems GF
CAD400 Redundancy RD GMBA GM
CAD IV C4 SunGard HTE General Purpose HT
CAD IV Redundancy RE INFISYS MA
CAD V C9 Land Management LM
Contact Management CZ Land/Parcel Management LX
Continuing Property Records CP Parking Tickets PT
Contract Billing CB Payroll/Personnel PR
Courts CT Planning and Zoning PZ
Crackdown CK Purchasing/Inventory PI
CRIMES Management System CC Real Time Pricing RT
Customer Information System CX Special Assessments LO
Distribution Management LD Tax Billing TX
Document Management Services DX Utility Billing UT
EMS Billing EB Work Orders/Facility Management WF
Emergency Medical Services ES

Overview of menus
Each application has a set of system menus that SunGard HTE sends with the application. These
system menus access the standard functions for the application you are using.
You can customize the user menus, but you should not customize any SunGard HTE-defined
menus. The title of the screen indicates whether you are working with user-defined information
or SunGard HTE-defined information.
Warning: If you customize SunGard HTE-defined information, you may lose your changes
when you install a new version or PTFs for the application.
Overview of functions
SunGard HTE sends you each software application with a set of base functions that provide
access to a program or command.
A function may be a standard or even a mandatory use of the software application. Functions
include SunGard HTE software menu options that allow you to perform actions necessary to the
basic use of the software application.
Determining the function you are working with

Follow these steps to determine the function you are currently working with.
Note: You should be a system administrator to do this procedure.
1. Write down the code that displays in the upper left corner of your System i5 session.
Note: You only need to write down the two-letter application code and the next three
numbers that display.
Example: BP101IU0 displays in the upper left corner of your screen. You only need to
write down BP101.
2. Use the Exit function until you return to the Menu/Security Functions screen.
3. Select Applications.
4. On the Work with Applications screen, use the Functions option for the application
represented by the two-letter application code you wrote down.
5. Use the Switch type function.
6. On the Work with HTE Application Functions screen, use the Subset function.
7. In the Executes field, type the code you wrote down in step 1.
Result: The name of the function you are working with displays.

Overview of subfunctions
Subfunctions are functions that perform operations on other functions. For example, you use the
Add subfunction to add the File Maintenance Menu to your main menu. You use the Delete
subfunction to remove the Meter Functions Menu from the main menu. Subfunctions also
provide additional application security.
Since not all functions contain subfunctions, you can use the Subset function to display a list of
functions that contain subfunctions.
Selecting functions to work with

Follow these steps to select a function to work with.
1. Click the SunGard HTE logo in the upper right corner.
Note: If you are not using SunGard HTE’s graphical environment, press Attention or
Escape.
Result: The software application puts your current function on hold and displays the
Program Selection window.
2. Is the function you want to work with listed in the Function column of this screen?
• If yes: Select the function you want to work with. Then proceed to step 6.
• If no: In the Application field, type the application you want to work with.
3. In the Function field, type the function you want to work with.
Example: You want to work with the calendars in the HT application. Type HT in the
Application field. Then type cal in the Function field. When you click OK or press Enter,
the software application displays the Calendar function. However if you type only c, the
software application displays a list of HT functions starting with the letter "C."
5. Does the software application display the function you want to work with or a list of
functions?
• If the function you want to work with displays: Proceed to step 6.
• If a list of functions displays: Select the function you want to work with.
6. When you finish working with the selected function, what do you want to do?
• To return to the function you were last working with: Use the Exit function.
• To return to a function you worked with previously: Press Escape or Attention.
Select the function you want to work with from the list on the Program Selection
window.
• To select another function to work with: Repeat steps 1-6.

Lesson Review
Let’s review Lesson 3 Menu Driver Components.

1. What are the four components of Menu Driver?
2. How is the HTEGPL application different from other SunGard HTE applications?

Menu Driver Role of the System Administrator
Lesson 4 Role of the System Administrator
Overview of software security

This topic contains information about:
• Levels of security
• Security officer (QSECOFR)
• QHTE
• System administrator
• Application administrator
• Application users
Levels of security
Software security should be the responsibility of a select few within your organization. Those
who set up software security need the authority to work with the following functions:
• Application security - Authority to work with the "application security" features
allows you to:
- Set up functions and subfunctions for the software application
- Set up menus and menu options
- Create and authorize user groups and individual users to functions and subfunctions
- Create and authorize user groups and individual users to menus and menu options
• Application security - Users - You use this function to set up authority for individual
users
• Application security - Groups - You use this function to set up groups of users whom
you want to have the same authority
Every software application has the functions listed above for setting up security.
The security you set up determines who can use menus, menu options, functions, and
subfunctions. You give user groups and individual users authority to work with features and
functions of software applications. You can also deny authority to user groups and individual
users.
Note: The system administrator should be authorized to all applications, all functions, all
menus, and all subfunctions. No one else should have full authority to the software
applications. The system administrator should also have *SECOFR authority in their
System i5 user profile.
SunGard HTE recommends that you set up the following levels of security:
• System administrator
• Application administrator
• Application users

Role of the System Administrator Menu Driver
Security officer (QSECOFR)

Note: QSECOFR is already set up on your system and has full access to Menu Driver
security. When you start using the system, you use the QSECOFR user profile.
You use the QSECOFR user profile to:
• Set up Menu Driver for your organization
• Set up the system administrator
• Perform system maintenance
• Change object security
Only one or two people in your organization should have authority to this user profile.
QHTE
Note: QHTE is already set up on your system and has full access to Menu Driver security.
SunGard HTE support personnel use the QHTE user profile to assist with software-related
problems on your system. The QHTE user profile:
• Has programmer (QPGMR) authority
• Has access to all SunGard HTE applications
• Is not enrolled in Menu Driver
Note: If you change the password for the QHTE user profile, you must let SunGard HTE
know the new password.
System administrator
The system administrator should control security across all SunGard HTE applications. They
should be responsible for:
• Installing the SunGard HTE software applications
• Adding application codes to activate the menu system
• Setting up the HTEGPL user group for application users
• Setting up users in the SunGard HTE menu system
The system administrator should have security officer (QSECOFR) authority in order to create
other user profiles.
You should create this user profile before any others and give the profile access to all
applications, all menus, all functions, and all subfunctions. The system administrator does not
need to belong to a user group.

When you are adding the system administrator to the system, the fields on the Add User
Information screen should be set up as follows:
This Field Should Indicate
User ID SYSADM
User description System Administrator
Initial application HT
Initial menu Menu/Security Functions
Show non-authorized menu Yes
options
Limit group jobs on menus No
Limit group jobs on attention pgm No
Authority to all applications Yes
Authority to all functions Yes
Authority to all menus Yes
Authority to all subfunctions Yes
User class *SECOFR
Application administrator
The application administrator should be responsible for controlling access to a specific
application. Once a user is set up in the SunGard HTE menu system by the system administrator,
the application administrator should be responsible for:
• Adding users to an application’s user groups
The application administrator should have Menu Driver maintenance authority only through the
File Maintenance Menu of the application.
Application users
Application users have:
• Controlled access to SunGard HTE software applications
• A user class of *USER
• Limited access to HTEGPL and menu and security maintenance functions

Overview of system administrator and application administrator responsibilities

System administrator
1. Set up user groups for HTEGPL.
2. Create administrative groups for applications.
Note: When you create the administrative groups for an application, you should indicate all
functions, all menus, and all subfunctions for the specific application.
3. Add users to the system and add users to one or more HTEGPL groups.
4. Add users to the appropriate applications.
5. Turn over detailed application group administration to application administrator.
Application administrator
1. Create additional user groups for the application he or she is responsible for.
2. Assign users to application user groups.
Functions and subfunctions for HTEGPL application users

You should make the following functions and subfunctions available to application
users. Follow the steps in “Setting up the HTEGPL user group for application users.”
Function Subfunction
Application selection 1=Select
5=Display
F12=Cancel
Change user password None
Function selection 1=Select
5=Display
F12=Cancel
F17=Subset
Menu processor F3=Exit
F5=Refresh
F6=Display messages
F14=Work with submitted jobs
F15=Calendar
F18=Work with output

Program selection 1=Select
F4=Prompt
F12=Cancel
Setting up the HTEGPL user group for application users

SunGard HTE’s general purpose library, HTEGPL, allows all users in your organization access
to the SunGard HTE Main Menu and SunGard HTE application menus. However, it does not
allow users access to security functions. These functions are reserved for the security officers
and system administrators.
Note: The HTEGPL group does not include command line authority.
Follow these steps to set up the HTEGPL user group and give all users in your organization
access to the SunGard HTE, Inc. Application Menu.
Note: You should be a system administrator to perform this procedure. You must activate
SunGard HTE's menu system before you perform this procedure.
HTEMNU HT *SELECT
5. On the Menu/Security Functions Menu, select User groups.
6. Use the Create option.
7. Type HTEGPL General User Group in the Description field.
9. On the Add User Group screen, click OK or press Enter.
Note: Do not change any of the preset values to "Yes." You should not authorize users in
the HTEGPL group to all applications, all functions, all menus, or all subfunctions since all
users are part of this group.

10. Do any user names display?

• If yes: Use the Enable/disable option for the users you want to add to the HTEGPL
user group.
Result: A selection symbol (>) displays next to all users you selected for the HTEGPL
user group, and "User authorized" displays as the status for each of these users.
• If no: Proceed to step 12. You can set up users after you create the HTEGPL user
group.
Note: Refer to Changing the list of users assigned to a user group.
12. Use the Enable/disable option for HTEGPL (General purpose) application.
Result: The users you set up in the HTEGPL user group can access the HT application. A
">" displays next to this application and "Group authorized" displays as the status.
14. Use the Enable/disable option for the SunGard HTE-supplied menus you want to authorize
users to.
Warning: The Menu/Security Functions Menu is used for maintaining your application
security. Do not authorize the user group to this menu.
Result: Users in the HTEGPL user group are authorized to the menus you selected.
16. On the User Group Authorized Functions screen, use the Enable/disable option to
authorize this user group to Application selection.
17. Use the Subfunctions option for Application selection.
18. Use the Enable/disable option to authorize this user group to the following subfunctions:
• 1=Select
• 5=Display
• F12=Cancel
20. Use the Enable/disable option for Change user password.
21. Use the Enable/disable option to authorize this user group to Function selection.
22. Use the Subfunctions option for Function selection.
• 1=Select
• 5=Display
• F12=Cancel
• F17=Subset
Note: Do not authorize this group to "F14=Maintenance."


25. Use the Enable/disable option to authorize this user group to Menu processor.
26. Use the Subfunctions option for Menu processor.
• F3=Exit
• F5=Refresh
• F6=Display messages
• F14=Work with submitted jobs
• F15=Calendar
• F18=Work with output
Note: Do not authorize this user group to the following subfunctions:
• F9=Command line
• F11=Fast path
• F13=Application help
• F20=Operational Assistant
• F22=Work with menu options
29. Use the Enable/disable option to authorize this user group to Program selection.
30. Use the Subfunctions option for Program selection.
• 1=Select
• F4=Prompt
• F12=Cancel
Note: Do not authorize this group to "F9=Command line" and "F12=User options."
33. Use the Exit function.
Functions and subfunctions for the application administrator group in HTEGPL

In addition to the functions for application users, you should make the following functions and
subfunctions available to application administrators. Follow the steps in “Setting up an
HTEGPL application administrator user group.”
Menu selection 1=Select
5=Display
F12=Cancel
F17=Subset

Specific user groups 1=Create
2=Change
5=Display
7=Users
9=Functions
10=Menus
F3=Exit
F5=Refresh
Specific users 5=Display
7=User groups
11=Additional security
F3=Exit
F5=Refresh
F17=Subset
User authorized user groups 1=Enable/disable
7=Users
F3=Exit
F5=Refresh
F12=Cancel
F17=Subset
User group authorized functions 1=Enable/disable
7=Subfunctions
F3=Exit
F5=Refresh
F12=Cancel
F17=Subset

User group authorized menu 1=Enable/disable
options
7=Subfunctions
F3=Exit
F5=Refresh
F12=Cancel
User group authorized menus 1=Enable/disable
7=Menu options
F3=Exit
F5=Refresh
F12=Cancel
F17=Subset
User group authorized 1=Enable/disable
subfunctions
F3=Exit
F5=Refresh
F12=Cancel
F17=Subset
User group authorized users 1=Enable/disable
7=User groups
F3=Exit
F5=Refresh
F10=Reverse order
F12=Cancel
F15=Display by name/ID
F17=Subset
User group security listing 1=Select
5=Display
F12=Cancel

Setting up an HTEGPL application administrator user group

Follow these steps to set up an application administrator.
Note: You should be a system administrator to perform this procedure. You must activate
SunGard HTE's menu system before you perform this procedure.
HTEMNU HT *SELECT
7. Type Application administrator in the Description field.
9. On the Add User Group screen, click OK or press Enter.
Note: Do not change any of the preset values to "Yes." You should not authorize
application administrators to all applications, all functions, all menus, or all subfunctions.
10. Do any user names display?
• If yes: Use the Enable/disable option for the user you want to be the application
administrator.
Result: A selection symbol (>) displays next to the user you selected, and "User
authorized" displays as the status for the user.
• If no: Proceed to step 12. You can set up the user after you create the application
administrator.
Note: Refer to Changing the list of users assigned to a user group.
12. Use the Enable/disable option for the HTEGPL (General purpose) application.
13. Use the Functions option for HTEGPL.
14. Use the Enable/disable option to authorize the application administrator to Menu
selection.
15. Use the Subfunctions option for Menu selection.

16. Use the Enable/disable option to authorize the application administrator to the following
subfunctions:
• 1=Select
• 5=Display
• F12=Cancel
• F17=Subset
Note: Do not authorize the application administrator to "F14=Maintenance."
18. Use the Enable/disable option to authorize the application administrator to Specific user
groups.
19. Use the Subfunctions option for Specific user groups.
subfunctions:
• 1=Create
• 2=Change
• 5=Display
• 7=Users
• 9=Functions
• 10=Menus
• F3=Exit
• F5=Refresh
Note: Do not authorize the application administrator to "4=Remove group from
application."
22. Use the Enable/disable option to authorize the application administrator to Specific users.
23. Use the Subfunctions option for Specific users.
subfunctions:
• 5=Display
• 7=User groups
• 11=Additional security
• F3=Exit
• F5=Refresh
• F17=Subset
Note: Do not authorize the application administrator to the following subfunctions:
• 1=Add user to application
• 2=Change
• 4=Remove user from application
• 9=Functions
• 10=Menus


26. Use the Enable/disable option to authorize the application administrator to User
authorized user groups.
27. Use the Subfunctions option for User authorized user groups.
subfunctions:
• 1=Enable/disable
• 7=Users
• F3=Exit
• F5=Refresh
• F12=Cancel
• F17=Subset
30. Use the Enable/disable option to authorize the application administrator to User group
authorized functions.
31. Use the Subfunctions option for User group authorized functions.
subfunctions:
• 7=Subfunctions
• F3=Exit
• F5=Refresh
• F12=Cancel
• F17=Subset
authorized menu options.
35. Use the Subfunctions option for User group authorized menu options.
subfunctions:
• 7=Subfunctions
• F3=Exit
• F5=Refresh
• F12=Cancel
authorized menus.
39. Use the Subfunctions option for User group authorized menus.

subfunctions:
• 7=Menu options
• F3=Exit
• F5=Refresh
• F12=Cancel
• F17=Subset
authorized subfunctions.
43. Use the Subfunctions option for User group authorized subfunctions.
subfunctions:
• F3=Exit
• F5=Refresh
• F12=Cancel
• F17=Subset
authorized users.
47. Use the Subfunctions option for User group authorized users.
subfunctions:
• 7=User groups
• F3=Exit
• F5=Refresh
• F10=Reverse order
• F12=Cancel
• F15=Display by name/ID
• F17=Subset
security listing.

Setting up application administrator user groups

Follow these steps to set up application administrator user groups for an application.
2. On a command line, type the following:
HTEMNU HT *SELECT
7. Type a name you want to use to identify the group in the blank Description field.
Note: SunGard HTE recommends that you start the name of the user group with the
application code. For example, if you are setting up a user group for Building Permits, start
the name of the user group with "BP." That way all user groups for an application display
together.
8. Indicate whether you want to give the users in this user group authority to all applications.
Note: SunGard HTE recommends that you indicate No. Application administrators should
determine who has access to specific applications.
9. Indicate whether you want to give the users in this user group authority to all functions.
Note: If you indicate No, you must specify the functions you want the user group to have
authority to.
10. Indicate whether you want to give the users in this user group authority to all menus.
Note: If you indicate No, you must specify the menus you want the user group to have
authority to.
11. Indicate whether you want to give the users in this user group authority to all subfunctions.
Note: If you indicate No, you must specify the subfunctions you want the user group to
have authority to.
13. Do you have users set up on your system who you want to add to this user group?
• If yes: Use the Enable/disable option for the users you want to include in this user
group.
Result: A selection symbol (>) displays next to the users who are part of the user group
you created.

15. Did you authorize the user group to all applications?

• If yes: Proceed to step 17.
• If no: Use the Enable/disable option for the applications you want to authorize the user
group to.
Result: A ">" displays next to the applications you added authority to. The status of
these items changes to "Group authorized."
17. Did you authorize the user group to all menus?
• If no: Use the Enable/disable option for the menus you want to authorize the user
group to.
Result: A ">" displays next to the menus you added authority to. The status of these
items changes to "Group authorized."
19. Did you authorize the user group to all functions?
• If no: Use the Enable/disable option for the functions you want to authorize the user
group to.
Result: A ">" displays next to the functions you added authority to. The status of these
Note: Make sure you authorize the user group to the application name functions. For
example, if you authorized the user group to Purchasing/Inventory, you must give the
user group authorization to the Purchasing/Inventory function.
21. Did you authorize the user group to all subfunctions?
• If no: Use the Enable/disable option for the subfunctions you want to authorize the
user group to.
Result: A ">" displays next to the subfunctions you added authority to. The status of

Adding users to the System i5

When you set up user authority, the system administrator is the only person who should have
authority to all applications, all functions, all menus, and all subfunctions.
Note: The system administrator adds users to applications, and the application
administrator assigns the users to application user groups.
Follow these steps to set up a user in SunGard HTE’s menu system.
HTEMNU HT *SELECT
5. On the Menu/Security Functions Menu, select Users.
6. Select the blank User ID field.
7. Type the ID for the user you are setting up in the User ID field.
8. Type the user’s name in the Description field.
Tip: You should use the same format for all users you set up. (Last name then first name or
first name then last name, and so forth.)
10. Type HT in the Initial application field.
11. Use the Prompt function in the Initial menu field to select HTE, Inc. Application Menu.
12. In the Show non-authorized menu options field, indicate whether you want the user you
are setting up to view menu options they are not authorized to access.
13. Indicate No in the following fields:
• All applications
• All functions
• All menus
• All subfunctions
Note: Only indicate Yes in these fields if you are setting up a security administrator.
14. Leave the preset *USER in the User Class field.
Note: If you are setting up a security administrator, indicate *SECADM in this field.
16. Make sure that HTINLPGM displays in the Initial program to call field.
Note: If you had a previous System i5 system, be careful not to override any settings that
pertain to that system.

18. Select the HTEGPL user group.

Warning: If you are setting up a security administrator, do not select this group.
Result: A selection symbol (>) displays next to the HTEGPL user group. The status
changes to "User authorized."
21. Repeat step 6-20 for each user you want to set up in the HTEGPL user group.

Lesson Review
Let’s review Lesson 4 Role of the System Administrator.

1. Which two user profiles are already set up on the system?
2. Which user profile should control security across all SunGard HTE applications?
3. Should application users have unlimited access to HTEGPL?

Menu Driver Role of the Application Administrator
Lesson 5 Role of the Application Administrator
The application administrator should be responsible for controlling access to a specific

application. Once a user is set up in the SunGard HTE menu system by the system
administrator, the application administrator should set up the user in the appropriate HTE
application. The application administrator should be responsible for:
• Adding users to an application’s user groups
The application administrator should have Menu Driver maintenance authority only through the
file maintenance menu of the application.
Overview of users and user groups

Menu Driver user profiles combine System i5 user profile information with SunGard HTE user
information. The System i5 user profile information is created automatically by the User
Maintenance program.
Note: The system administrator sets up users in the system. Application administrators
should check with the system administrator for the list of users for their applications.
User groups are categories of related personnel who work with the system. For example, the
members of a department can be assigned to a user group indicated by the department name. A
user group can be authorized to certain programs or functions within the system, and one user
can be authorized to more than one user group.
You should limit the number of applications that you authorize a group to, and you should not
create a group that has authority to all applications. System administrators should be the only
group authorized to all applications.
Setting up application user groups

Follow these steps to set up user groups for an application.
Note: If you are a system administrator and you want to set up user groups for multiple
applications, proceed to Setting up application administrator user groups.
1. On the File Maintenance Menu, select Application security - Groups.
2. Type a name you want to use to identify the group in the blank Description field.
Note: SunGard HTE recommends that you start the name of the user group with the
application code. For example, if you are setting up a user group for Building Permits, start
the name of the user group with "BP." That way all user groups for an application display
together.

Role of the Application Administrator Menu Driver
3. Use the Create option for the Description field you just used.
4. Indicate whether you want to give the users in this user group authority to all functions in
the All functions field.
Note: If you indicate No, you must specify the functions you want the user group to have
authority to.
5. Indicate whether you want to give the users in this user group authority to all menus in the
All menus field.
Note: If you indicate No, you must specify the menus you want the user group to have
authority to.
6. Indicate whether you want to give the users in this user group authority to all subfunctions
in the All subfunctions field.
Note: If you indicate No, you must specify the subfunctions you want the user group to
have authority to.
8. Use the Enable/disable option for the users you want to include in this user group.
Result: A selection symbol (>) displays next to the users who are part of the users group
you created.
Note: You can change the list of users assigned to the user group by using the
Enable/disable option for any users you want to add or remove from the group.
10. Did you authorize the user group to all menus?
• If no: Use the Enable/disable option for the menus you want to authorize the user
group to.
Result: A ">" displays next to the menus you added authority to. The status of these
12. Did you authorize the user group to all functions?
• If no: Use the Enable/disable option for the functions you want to authorize the user
group to.
Result: A ">" displays next to the functions you added authority to. The status of these
Note: Make sure you authorize the user group to the function that has the same name as the
application you are working with. For example, if you are setting up a user group for
Purchasing/Inventory, you must give the user group authorization to the
Purchasing/Inventory function.


14. Did you authorize the user group to all subfunctions?
• If no: Use the Enable/disable option for the subfunctions you want to authorize the
user group to.
Result: A ">" displays next to the subfunctions you added authority to. The status of
Changing the list of users assigned to a user group

2. Use the Users option for the user group you want to work with.
3. Use the Enable/disable option for the users you want to add or remove from this user
group.
Result: The software application gives authority to the individual users you selected who
did not have authority. The software application removes authority from the individual
users you selected who had authority. A selection symbol (>) displays next to those users
with authority.
Changing user group authority to application functions and subfunctions

2. Use the Functions option for the user groups you want to work with.
3. Do you want to change user group authority to functions or subfunctions?
• For functions: Use the Enable/disable option for the functions you want to change
authority to. Proceed to step 5.
Result: The software application gives authority to the individual users you selected
who did not have authority. The software application removes authority from the
individual users you selected who had authority. A selection symbol (>) displays next
to those users with authority.
• For subfunctions: Use the Subfunctions option for the functions you want to work
with subfunction authority for and proceed to step 4.
Note: If a function has subfunctions associated with it, "YES" displays in the
Subfunctions column.

4. Use the Enable/disable option for the subfunctions you want to change user group
authority to.
Result: The software application gives authority to the individual users you selected who
did not have authority. The software application removes authority from the individual
users you selected who had authority. A selection symbol (>) displays next to those users
with authority.
Removing user authority from a software application

1. On the File Maintenance Menu, select Application security - Users.
2. Use the Remove user from application option for the users whose authority you want to
remove from the software application.
3. Are you sure you want to remove application authority for the users that display?
• If yes: Click Delete or press Enter.
• If no: Use the Cancel function. Clear any fields you previously indicated to delete.

Lesson Review
Let’s review Lesson 5 Role of the Application Administrator.

1. Can a user be authorized to more than one user group?
2. What is the only user group that should be authorized to all applications?
Let’s practice...
1. Create a user group to control authority to the Program Selection function and
subfunctions.
2. Create a user group that has authority to all of the menus, functions, and subfunctions for
the Code Enforcement software application.
3. Create a user group with limited access to the Work Orders/Facility Management
application.
4. Create a user group with only inquiry authority in Cash Receipts.
5. Create an application administrator for GMBA.


Menu Driver Customizing Menus
Lesson 6 Customizing Menus
Note: The system administrator should perform these procedures.
Adding menus
Follow these steps to add menus to a software application.
1. Sign on to the system with your system administrator user profile.
HTEMNU HT *SELECT
6. Use the Menus option for the application you want to add a menu to.
7. Use the Create option for the Description field you just used.
8. Type the name of the menu in the blank Description field.
9. In the Menu description field, type a description of the menu you want to add.
10. In the Allow public to use field, indicate whether you want everyone to have authority to
this menu.
11. In the Show non-authorized menu options field, indicate whether you want users who do
not have authority to be able to see this menu.
12. In the Main menu for application field, indicate whether you want this menu to be the
main menu for the current application.
Note: The menu you indicate here replaces the system menu.
13. In the Check for new mail field, indicate whether you want the application to check for
new mail messages.
14. If you want the application to perform a function before displaying the menu options, type
the command in the Command to execute before field.
15. If you want the application to perform a function after displaying the menu options, type the
command in the Command to execute after field.

Customizing Menus Menu Driver
17. Use the Enable/disable option for the user groups you want to give or take authority for.
Result: The software application changes the user group authority to the selected menu and
displays the new status of the user groups.
19. Use the Enable/disable option for the users you want to give or take away authority from.
Result: The software application changes the user authority to the selected menu and
displays the new status of the users you enabled authority for.
Copying a menu to substitute a main menu

HTEMNU HT *SELECT
6. Use the Menus option for the application you want to work with.
7. Use the Copy system menu function.
8. Select the main menu you want to copy.
9. In the Menu description field, type the name of the menu you are adding.
10. In the Main menu for application field, indicate Yes.
11. Make any necessary changes to the information that displays in the other fields.
13. Use the Enable/disable option for the user groups whose authority you want to reverse.
Result: The software application changes the user group authority to the selected menu and
displays the new status of the user groups you reversed authority for.
15. Use the Enable/disable option for the users whose authority you want to reverse.
Result: The software application changes the user authority to the selected menu and
displays the new status of the users you reversed authority for.

Changing menu information

HTEMNU HT *SELECT
6. Use the Menus option for the application whose menus you want to change.
7. Use the Change option for the menus you want to work with.
8. Change the appropriate fields.
Adding menu options

Note: When you add a menu option to a menu, you select a function or menu. Therefore,
you must have already set up the function or menu you want to add as a menu option.
HTEMNU HT *SELECT
6. Use the Menus option for the application you want to add a menu to.
7. Use the Menu options option for the menu you want to work with.
8. Use the Add function.
9. Do you want to add a function or menu as an option on this menu?
• To add a function: In the Function field, type the function you want to add.
• To add a menu: In the Menu field, type the menu you want to add.

10. Where do you want the option to appear on the menu?

• If last: Proceed to step 11.
Note: The Sequence number field displays a sequence number that is one greater than
the last option currently on the menu.
• If in a vacant position on the menu: Press Tab to move to the Sequence number
field. Type an unused sequence number over the preset number. Press Field Exit.
• If before a specific option: Press Field Exit twice to move to the Insert before
sequence field. This also deletes the number preset in the Sequence number field.
Type the number of the menu option you want the new option to precede. Press Field
Exit.
• If after a specific option: Press Field Exit three times to move to the Insert after
sequence field. This also deletes the number preset in the Sequence number field.
Type the number of the menu option you want the new option to follow. Press Field
Exit.
11. Complete the appropriate fields in the "Optional values" section.
13. Does either of the following messages display?
A menu option with this sequence already exists.
Only one of the three sequence options can be used.
• If yes: Press Reset. Repeat steps 10-13, making sure that the:
- Number in the Sequence number field is not already used for a menu option
- Sequence number field does not contain a number if you typed a number in either
the Insert before sequence field or Insert after sequence field
- Insert before sequence field and the Insert after sequence field do not both
contain numbers
Result: The software application:
- Adds the selected function or menu to the options on the menu
- Clears the information you typed in the fields on the Add Application Menu Option
screen
- Updates the number in the Sequence number field if appropriate
14. Use the Cancel function.

15. View the list of options now on your menu. Do you want to remove any gaps in option
sequence?
• If yes: Use the Resequence options function.
Result: The software application renumbers the options so that they are consecutive.
Adding functions and function security

HTEMNU HT *SELECT
6. Use the Functions option for the application you want to add functions to.
7. Use the Add function.
8. In the Function description field, type a description of the function you want to add.
9. In the Function allowed on menus field, indicate whether you want the function to display
on menus.
10. In the Allow public to use field, indicate whether you want to allow all users to use this
function.
Warning: SunGard HTE recommends that you do not allow all users authority to a
function unless you are certain that every user needs access to it.
11. In the Function type field, indicate the type of function you want to add.
Result: The software application displays additional fields based on the function type you
entered.
13. Complete the additional fields for the function type.
15. Use the Enable/disable option for the user groups whose authority you want to reverse.
17. Use the Enable/disable option for the users whose authority you want to reverse.

19. Does the Work with User Application Subfunctions screen display?
• If yes and you want to add subfunctions to this function: Proceed to Adding standard
subfunctions.
• If yes and you do not want to add subfunctions to this function: Click OK or press
Enter.
Checklist for including your old custom options program in Menu Driver
In the past, SunGard HTE software applications ran on a control language menu system that
included a Custom Options program for each application. This program was designed to present
customer programs in menu format and included a program to add entries to the Custom Options
program. Since SunGard HTE software applications started using Menu Driver, many of these
custom options programs were not available.
Note: If you want to add custom options to Building Permits, GMBA, Business Licenses,
Code Enforcement, or Planning & Zoning, use that application’s File Maintenance Menu
instead of following this procedure.
Note: You should only follow these steps if you have existing custom options programs
that you want to add to Menu Driver. If you don’t, you should follow the steps in the
following procedures, depending on what you want to do:
• Adding menus
• Copying a menu to substitute a main menu
• Changing menu information
• Adding menu options
Note: In order to do this procedure, you need to know the name of your custom options
program. If you do not know the name of your custom options program, call the customer
support team for the application you are working with.
Follow these steps to apply these programs to Menu Driver and create a Custom Options Menu.
1. Create a function that calls the old custom options program by following the steps in
Adding functions and function security.
2. Add the function you created to a menu by following the steps in Adding menu options.
3. Copy the menu to substitute a main menu.
Note: Indicate that the new menu will be the main menu for the application.
4. Assign users or user groups to the new menu.
5. Add menu options.

Lesson Review
Let’s review Lesson 6 Customizing Menus.

1. Who should customize menus?


Menu Driver Lesson Review Answers
Appendix A Lesson Review Answers
Lesson 2 Overview of Menu Driver

1. No. When you select a new function, the previous function is added to your list of open
functions.
2. The command you use to display an application’s main menu is HTEMNU XX *FIRST.
Lesson 3 Menu Driver Components

1. The four components of Menu Driver are:
• Applications
• Menus
• Functions
• Subfunctions
2. The HTEGPL application is different from other SunGard HTE applications because it
allows system administrators to access menus for all SunGard HTE software applications.
Lesson 4 Role of the System Administrator

1. QSECOFR and QHTE are the two user profiles that are already set up on the system.
2. The system administrator should control security across all SunGard HTE applications.
3. No. Application users should have limited access to HTEGPL and menu and security
maintenance functions.
Lesson 5 Role of the Application Administrator

1. Yes, a user can be authorized to more than one user group.
2. System administrators are the only group that should be authorized to all applications.
Lesson 6 Customizing Menus

1. Only system administrators should customize menus.
SunGard HTE Inc. A-1

Lesson Review Answers Menu Driver
A-2 SunGard HTE Inc.

Menu Driver Test Environments
Appendix B Test Environments
Overview of test environments

You can use a test environment to test a new release of SunGard HTE software. It may include
all of your application libraries or only those libraries you select. You will need additional disk
space to create a test environment. Be sure to check the amount of disk space on your server.
A test environment will also include a separate library for Menu Driver. This means that all
menus, functions, subfunctions, and user information will be separate from your base HTEGPL
library and contained in library HTEGPLTEST.
Implementing your test environment menu
You can use Menu Driver to rename and rearrange the menus. However, it is important to make
these two environments stand apart from one another. You should also make users aware of this
difference and have them periodically check themselves while going in and out of the test
environment. In order to make the environment obvious to the users, use the System Control
Maintenance options in each of the test applications and update the company information to
reflect "Test Environment."
Additional considerations
When you schedule an application load from SunGard HTE, please inform SunGard HTE’s
Distributions department that you have a test environment. You will be required to load
HTEGPL both to test and production, even though you may be loading application changes to
the test environment only.
If you decide to replace the test libraries, delete the old test libraries (not HTEGPLTEST) and
restore them to the system from a recent tape containing the base libraries. Be sure that both
environments are at the same application release level.
If you have an error that you are unable to determine the cause of, contact Technical Services at
(800) 695-6915 as soon as possible. If you are unable to contact someone immediately, be sure to
obtain any program dumps, print keys, and job logs that will assist in resolving the problem.
SunGard HTE Inc. B-1

Test Environments Menu Driver
Creating test libraries

The test libraries must be named as follows:
HTEUSRJT HTSMODT
HTEMODJT HTSPTFT
HTEPTFJT HTSDTAT
HTEDTAT HTSSRCT
HTEPGMT INNOTEST
HTESRCT HTSPGMT
HTSUSRT
Note: In the following commands, replace “XX” in TAPXX with the name of your tape
drive. To submit the job, type SBMJOB. Press F4, then type the commands listed.
2. On a command line, type the following to restore the system base program library
HTEPGM to HTEPGMT:
RSTLIB SAVLIB(HTEPGM) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTEPGMT) OUTPUT(*PRINT)
3. Press Enter.
4. On a command line, type the following to restore the system base data library HTEDTA to
HTEDTAT:
RSTLIB SAVLIB(HTEDTA) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL
) RSTLIB(HTEDTAT) OUTPUT(*PRINT)
5. Press Enter.
6. On a command line, type the following to restore the system base source library HTESRC
to HTESRCT:
RSTLIB SAVLIB(HTESRC) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*ALL)
RSTLIB(HTESRCT) OUTPUT(*PRINT)
7. Press Enter.
8. On a command line, type the following to restore the system base PTF library HTEPTFJ to
HTEPTFJT:
RSTLIB SAVLIB(HTEPTFJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTEPTFJT) OUTPUT(*PRINT)
9. Press Enter.
B-2 SunGard HTE Inc.

10. On a command line, type the following to restore the user modification library HTEUSRJ to
HTEUSRJT:
RSTLIB SAVLIB(HTEUSRJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTEUSRJT) OUTPUT(*PRINT)
11. Press Enter.
12. On a command line, type the following to restore the modification library HTEMODJ to
HTEMODJT:
RSTLIB SAVLIB(HTEMODJ) DEV(TAP01) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTEMODJT) OUTPUT(*PRINT)
13. Press Enter.
14. On a command line, type the following to restore the system base program library HTSUSR
to HTSUSRT:
RSTLIB SAVLIB(HTSUSR) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL
) RSTLIB(HTSUSRT) OUTPUT(*PRINT)
15. Press Enter.
HTSMOD to HTSMODT:
RSTLIB SAVLIB(HTSMOD) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTSMODT) OUTPUT(*PRINT)
17. Press Enter.
18. On a command line, type the following to restore the system base program library HTSPTF
to HTSPTFT:
RSTLIB SAVLIB(HTSPTF) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL
) RSTLIB(HTSPTFT) OUTPUT(*PRINT)
19. Press Enter.
HTSDTA to HTSDTAT:
RSTLIB SAVLIB(HTSDTA) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTSDTAT) OUTPUT(*PRINT)
21. Press Enter.
HTSPGM to HTSPGMT:
RSTLIB SAVLIB(HTSPGM) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*AL
L) RSTLIB(HTSPGMT) OUTPUT(*PRINT)
23. Press Enter.

24. On a command line, type the following to restore the system base program library HTSSRC
to HTSSRCT:
RSTLIB SAVLIB(HTSSRC) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(*ALL
) RSTLIB(HTSSRCT) OUTPUT(*PRINT)
25. Press Enter.
INNOVATOR to INNOTEST:
RSTLIB SAVLIB(INNOVATOR) DEV(TAPXX) MBROPT(*ALL) ALWOBJDIF(
*ALL) RSTLIB(INNOTEST) OUTPUT(*PRINT)
27. Press Enter.
Result: The additional library is created.
Accessing the test environment

1. Sign on as QSECOFR.
HTEMNU HT *SELECT
4. Select Menu/Security Functions.
5. Use the Command line function.
EDTLIBL
8. Edit each of the following libraries to add TEST to the end of them:
• HTEMOD to HTEMODTEST
• HTEUSR to HTEUSRTEST
• HTEGPL to HTEGPLTEST
11. Select Applications.
12. Use the Menu option for the HT application.
13. On the Work with User Application Menus screen, use the Copy system menu function.
14. Select H.T.E. Application Menu.
15. Type Test Environment Menu for the new description.
Note: This ensures there is no confusion about which menu and environment are being
used.

16. Click OK or press Enter to continue creating the Test Environment Menu.
17. Bypass the security assignments.
18. Type 2 in the Environment field to select Test Environment.
Result: When the user selects these menu options, the test libraries will automatically be
set up in the user's library list.
Creating a user profile in the test environment

1. On the Menu/Security Functions Menu, select Work with Users.
2. Create a new user profile and call it "TESTUSER."
3. Give this profile a user class of "*USER."
4. Assign "HT" as the initial application code.
5. Assign "Test Environment Menu" as the user’s initial menu.
Note: The test environment will be accessed from a different initial program.
6. When you reach the Change User Profile prompt, change the initial program to
"HTTESTENV" in library HTEGPL.
Result: This program automatically uses HTEGPLTEST as the library for Menu Driver and
takes the user to the menu assigned through the test environment.
7. Sign on as TESTUSER.


Menu Driver Contacting SunGard HTE
Appendix C Contacting SunGard HTE
There are several ways you can get information from SunGard HTE, including:
• Customer support line
• Documentation from MyHTE
• Continuing education
• Fax Support System
Customer support line
Our customer service line is available 24 hours a day, with trained application specialists
standing by to respond to customer calls. When an issue cannot be resolved over the telephone,
SunGard HTE offers remote dial-up capability, which enables our application specialists to
communicate directly with your system to resolve issues quickly.
For SunGard HTE customer support, dial 1-800-695-6915. An automated attendant will answer.
If you know your selection, you may dial it at any time.
Note: Calls may be monitored to ensure SunGard HTE's quality standards are met.
Documentation from MyHTE
The most recent copies of SunGard HTE’s user documentation are available free of charge on
SunGard HTE's customer web site, MyHTE. You only can download the online help for the
green screen or GUI environments. In the NaviLine environment, the online help is context-
sensitive. The types of documentation available on MyHTE include:
• WebHelp - WebHelp is an HTML-based, uncompiled version of the online help. It is
browser-independent, which means you can view it using most Internet browsers. It has
more features than SunGard HTE's compiled HTML help, but the file size is larger. To
begin using WebHelp, navigate to the location where you installed the help and click
"Start.htm."
• Printable Help - Printable help is a printable version of the online help. You must have
Adobe Acrobat Reader to view and print the printable help.
• Training Manual - The Training Manual is a printable manual intended for training new
users or refreshing an experienced user's application skills. You must have Adobe
Acrobat reader to view or print the Training Manual.
To download your copy, follow these steps:
1. Using your web browser, go to http://www.myhte.com.
2. Complete the User Name and Password fields. If you do not have a MyHTE account, click
Click here to register for a user account and follow the instructions.
3. Click GO.
SunGard HTE Inc. C-1

Contacting SunGard HTE Menu Driver
4. Do you want to view a list of documentation available for your agency's products?
• If yes: Select Help Documentation in the Client Functions field.
• If no: Click the open book icon on the toolbar in the upper left corner to display all
available help.
5. Click the application you want to work with.
6. Click the version you want to work with.
7. Click the document you want to view.
8. Click Download to view or save the document.
Continuing education
SunGard HTE provides many live and recorded continuing education opportunities via the
Internet. The continuing education program reduces your organization's training-related
expenses while allowing more employees within your organization to participate in SunGard
HTE training. The ability to participate in a class only requires Internet access and a telephone
for live classes or Internet access and a computer with speakers for recorded classes. Some
classes are free, and others have billable fees between $75 and $150. The fee is based on one PC
connection per class, NOT on the number of personnel who attend the session. Recorded classes
are available on demand at any time.
To see a list of all upcoming live and recorded continuing education opportunities, access the
SunGard HTE Training & Development web site at http://custtrain.hteinc.com. To see a list of
live upcoming web classes, click Search class listings. Click New! View recorded classes… in
the blue box to see a list of all enhancement classes.
If you have additional questions about continuing education or the training & development
program, you can contact Janice Pizzurro at jpizzurro@hteinc.com or telephone number (800)
727-8088, extension 3343 or visit the Training & Development web site at
http://custtrain.hteinc.com.
Fax Support System
SunGard HTE offers a fast and easy way for you to receive documents that will assist in
resolving questions about application processing and information support. The SunGard HTE
Fax Support System is available 24-hours a day. It is particularly helpful for frequently asked
questions or when you simply want to know the steps of a procedure. For service dial 1-800-695-
6915, then press 5 for Fax Support Documents.
To find out what types of documents are available, you need to order a catalog for each desired
application area. The catalog is a listing of all related document numbers and a brief description
of each available document. Once you have a catalog, you may order as many as five documents
per call. Be sure to request a new catalog periodically.
An automated attendant will step you through the simple process of ordering catalogs and
documents. Within minutes, the requested information will appear on your fax machine.
1. Choose an application area.
2. Choose the level of assistance.
C-2 SunGard HTE Inc.

Menu Driver Contacting SunGard HTE
3. Choose the desired service.

4. Continue or finish your order.
5. Enter your fax number.
6. Enter your telephone number.
Result: Your documents are sent immediately to your fax machine. If your machine is
busy, the service will make two more attempts to deliver the documents at three minute
intervals.
SunGard HTE Inc. C-3

Contacting SunGard HTE Menu Driver
C-4 SunGard HTE Inc.

Menu Driver Glossary
Glossary
#
5250: IBM communications protocol that allows access to the System i5 application server.
A
application: SunGard HTE software program, such Cash Receipts or Building Permits.
application administrator: Individual who is responsible for controlling access to a specific
application.
B
browser: Program that allows you to navigate the web. SunGard HTE NaviLine applications
require the browser to be Microsoft Internet Explorer.
C
command line: Line at the bottom of the screen that allows you to work directly with the
System i5. You use the command line to view a spooled file or call a program.
Connect Care: Customer Relationship Management (CRM) system used by SunGard HTE to
maintain information about customers, products, and support cases.
F
Fax Support System: SunGard HTE service that offers a fast and easy way for you to receive
documents that will assist in resolving questions about application processing and
information support.
function: SunGard HTE options that allow you to perform actions in the software application.
You can set up user security for each function.
G
GIS: geographic information system
SunGard HTE Inc. G-1

Glossary Menu Driver
I
iSeries: IBM's application server formerly known as the AS/400.
iSeries Access for the Web: IBM application that offers browser-based access to System i5
application servers.
J
job: Specific task the System i5 performs, such as printing a file or running a program.
M
menu: Group of related information or procedures within SunGard HTE software applications.
Menu Driver: SunGard HTE application that allows you to control who uses applications,
menus, functions, and subfunctions.
MyHTE: Secured area of SunGard HTE’s web site that allows you to create new support logs,
check the status of an existing support log, search for solutions to a problem, e-mail
customer support, and access Fax Support documents.
O
output queue: A group of jobs waiting to output to a device such as a printer.
P
pass-through: Feature that allows SunGard HTE employees to log onto your computer and fix
or diagnose problems. A detailed record is created for each session, allowing you to view
information about a specific pass-through session.
PCR: Product change request. A PCR is created in Connect Care when it is determined that a
programming change to required for a product.
PTF: Program temporary fix. Used to repair problems or bugs. You install PTFs from a tape you
receive from SunGard HTE's Distributions department.
Q
QHTE: User profile that SunGard HTE personnel use to assist with software-related problems
on your system.
QSECOFR: Security Officer user profile. This is usually your information services officer.
Query: IBM tool that allows you to obtain information from the System i5 database. You can
select, arrange, and present information in the form of a report.
Questys: Third-party application used with SunGard HTE's imaging interface.
G-2 SunGard HTE Inc.

Menu Driver Glossary
S
spool file: System i5 file used to temporarily store data for later processing. Many reports print
to your spool file, where you can review them prior to sending them to the printer.
subfunction: Function that performs operations on other functions or menu options. Your
security officer can grant authority to specific functions and subfunctions.
submitted jobs: Task that is waiting for processing by the System i5.
subset: Feature to help customize the list of selectable items on a screen to meet your specific
needs.
system administrator: Individual who controls security across all SunGard HTE applications.
System i5: IBM's application server formerly known as the System i5 or AS/400.
T
test environment: System i5 environment used to test a new release of SunGard HTE software.
It may include all of your application libraries or only those libraries you select.
U
user group: Category of related personnel who work with the system. Security to functions and
menus can be assigned by user group.
SunGard HTE Inc. G-3

Glossary Menu Driver
G-4 SunGard HTE Inc.

Menu Driver Index
Index
A
C
adding
changing
application administrator user groups ............. 4-14
menu information.............................................. 6-3
application codes............................................... 3-1
user group authority to functions ...................... 5-3
application user groups ..................................... 5-1
users in a user group ......................................... 5-3
functions and function security......................... 6-5
checklists ............................................................... 6-6
HTEGPL application administrator user
codes
group .......................................................... 4-10
adding application codes to activate SunGard
HTEGPL user group for application users........ 4-5
HTE's menu system...................................... 3-1
menu options..................................................... 6-3
list of application codes .................................... 3-3
menus................................................................ 6-1
contacting SunGard HTE.......................................C-1
test libraries.......................................................B-2
continuing education..............................................C-1
user profiles in a test environment ....................B-5
copying menus to substitute a main menu ............. 6-2
users on the System i5 .................................... 4-16
creating
administrator
application administrator user groups ............. 4-14
overview of responsibilities .............................. 4-4
overview of security.......................................... 4-1
setting up the HTEGPL group ........................ 4-10
setting up the user group ................................. 4-14
application codes
group .......................................................... 4-10
adding ............................................................... 3-1
list of codes ....................................................... 3-3
menu options..................................................... 6-3
Application security
menus................................................................ 6-1
groups ........................................................ 5-1, 5-3
test libraries.......................................................B-2
users .................................................................. 5-4
user profiles in a test environment ....................B-5
applications
accessing test environments..............................B-4
custom options....................................................... 6-6
adding application codes to activate the menu
system .......................................................... 3-1 D
adding functions and function security ............. 6-5
adding menu options......................................... 6-3 deleting user authority from an application ........... 5-4
determining the function you are working with..... 3-4
adding menus .................................................... 6-1
changing menu information .............................. 6-3 E
copying a menu to substitute a main menu ....... 6-2
determining the function you are working with 3-4 environments
overview of functions ....................................... 3-4 accessing test environments..............................B-4
overview of menus............................................ 3-3 creating a user profile in a test environment .....B-5
overview of subfunctions.................................. 3-5 creating test libraries.........................................B-2
Syst ...................................................................... 4-16 overview of test environments ..........................B-1
Attention key F
overview of program selection.......................... 2-1
selecting functions to work with ....................... 3-5 Fax Support System...............................................C-1
authority File Maintenance Menu
changing authority to functions and Application Security Groups...................... 5-1, 5-3
subfunctions ................................................. 5-3 Application Security Users ............................... 5-4
removing authority from an application............ 5-4
SunGard HTE Inc. I-1

Index Menu Driver
functions P
adding functions and security ........................... 6-5
program selection
changing user group authority to functions and
overview ........................................................... 2-1
subfunctions ................................................. 5-3
selecting functions ............................................ 3-5
determining the one you are working with ....... 3-4
overview ........................................................... 3-4 Q
overview of subfunctions.................................. 3-5
selecting functions to work with ....................... 3-5 QSECOFR ............................................................. 4-1
setting up an HTEGPL application R
administrator user group ............................ 4-10
removing user authority from an application......... 5-4
G responsibilities of system and application
green screen ........................................................... 1-3 administrators ................................................... 4-4
GUI........................................................................ 1-3 S
H security
HTEGPL adding functions and function security ............. 6-5
overview of Menu Driver.................................. 2-1 changing the list of users assigned to a user
group ............................................................ 5-3
setting up a group for application users ............ 4-5
setting up an application administrator group. 4-10 overview ........................................................... 4-1
overview of system and application
I administrator responsibilities ....................... 4-4
setting up application user groups..................... 5-1
System i5 ............................................................. 4-16
setting up
L application administrator user groups ............. 4-14
lesson review
answers ............................................................ A-1
lesson 2 ............................................................. 2-4
lesson 3 ............................................................. 3-6
group .......................................................... 4-10
lesson 4 ........................................................... 4-18
lesson 5 ............................................................. 5-5
menu options..................................................... 6-3
lesson 6 ............................................................. 6-7
menus................................................................ 6-1
libraries ..................................................................B-2
test libraries.......................................................B-2
M user profiles in a test environment ....................B-5
Menu Driver signing on to the system ........................................ 3-1
including your old custom options program ..... 6-6
software security
overview ........................................................... 2-1 adding functions and function security ............. 6-5
overview of program selection.......................... 2-1 changing the list of users assigned to a user
starting .............................................................. 2-3
group ............................................................ 5-3
menu options ......................................................... 6-3 overview ........................................................... 4-1
Menu/Security Functions Menu overview of system and application
Applications......................... 3-1, 6-1, 6-2, 6-3, 6-5
administrator responsibilities ....................... 4-4
User groups.....................................4-5, 4-10, 4-14 setting up application user groups..................... 5-1
Users ............................................................... 4-16 starting Menu Driver ............................................. 2-3
Work with Users ...............................................B-5
subfunctions
menus changing user group authority to functions and
accessing test environments..............................B-4 subfunctions ................................................. 5-3
adding ............................................................... 6-1
overview ........................................................... 3-5
adding options................................................... 6-3 setting up an HTEGPL application administrator
changing information........................................ 6-3 group .......................................................... 4-10
copying to substitute a main menu.................... 6-2
setting up an HTEGPL user group.................... 4-5
overview ........................................................... 3-3 substituting a menu................................................ 6-2
MyHTE..................................................................C-1 SunGard HTE ........................................................C-1
support information ...............................................C-1
I-2 SunGard HTE Inc.

Menu Driver Index
system administrator overview ........................................................... 5-1

overview of responsibilities .............................. 4-4 setting up an HTEGPL application
overview of software security........................... 4-1 administrator user group ............................ 4-10
System i5 ............................................................. 4-16 setting up for application administrators......... 4-14
setting up for applications................................. 5-1
T
setting up the HTEGPL user group................... 4-5
test environments users
accessing ...........................................................B-4 adding to the System i5................................... 4-16
creating a user profile .......................................B-5 changing the users assigned to a user group ..... 5-3
creating test libraries.........................................B-2 creating a user profile in a test environment .....B-5
overview ...........................................................B-1 overview ........................................................... 5-1
training overview................................................... 1-1 removing authority from an application............ 5-4
setting up an HTEGPL user group.................... 4-5
U
W
user groups
changing authority to application functions Work with users.....................................................B-5
and subfunctions .......................................... 5-3
changing the list of users................................... 5-3
SunGard HTE Inc. I-3

Index Menu Driver
I-4 SunGard HTE Inc.

Menu Driver 5.0 Select Training Manual

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SunGard HTE Inc.

Phone: (800) 695-6915

© 2006 SunGard HTE Inc.

Printed in the U.S.A.

LESSON 1 INTRODUCTORY MATERIALS ............................................................... 1-1

SunGard HTE Inc. i

System administrator ..................................................................................................... 4-4

ii SunGard HTE Inc.

SunGard HTE Inc. iii

Lesson 1 Introductory Materials

SunGard HTE Inc. 1-1

1-2 SunGard HTE Inc.

GUI vs. green screen

SunGard HTE Inc. 1-3

1-4 SunGard HTE Inc.

Start using SunGard HTE's online help

SunGard HTE Inc. 1-5

Benefits of online help

1-6 SunGard HTE Inc.

Lesson 2 Overview of Menu Driver

Overview of Menu Driver

Overview of program selection

SunGard HTE Inc. 2-1

2-2 SunGard HTE Inc.

Starting Menu Driver

SunGard HTE Inc. 2-3

Let’s review Lesson 2 Overview of Menu Driver.

2. What is the command you use to display an application’s main menu?

2-4 SunGard HTE Inc.

Lesson 3 Menu Driver Components

The four components of Menu Driver are:

The HTEGPL application

Signing on to the system

Adding application codes to activate the menu system

SunGard HTE Inc. 3-1

3. Click OK or press Enter.

3-2 SunGard HTE Inc.

SunGard HTE Inc. 3-3

Determining the function you are working with

3-4 SunGard HTE Inc.

Selecting functions to work with

SunGard HTE Inc. 3-5

Let’s review Lesson 3 Menu Driver Components.

3-6 SunGard HTE Inc.

Lesson 4 Role of the System Administrator

Overview of software security

SunGard HTE Inc. 4-1

Security officer (QSECOFR)

4-2 SunGard HTE Inc.

SunGard HTE Inc. 4-3

Overview of system administrator and application administrator responsibilities

Functions and subfunctions for HTEGPL application users

4-4 SunGard HTE Inc.

Setting up the HTEGPL user group for application users

SunGard HTE Inc. 4-5

10. Do any user names display?

4-6 SunGard HTE Inc.

24. Click OK or press Enter.

Functions and subfunctions for the application administrator group in HTEGPL

SunGard HTE Inc. 4-7

4-8 SunGard HTE Inc.

SunGard HTE Inc. 4-9