Having covered the Connection Manager in my previous post on the Infor CRM SLX administrative LAN programs, I will now be covering Administrator. The Administrator LAN program has quite a few features, some dealing with basic Infor CRM SLX configuration, others more specifically with settings for the LAN client. In this post, I will be touching a bit on both of those. The main functions of the Administrator program are reached through the Nav Bar items on the left side , and through the menu items on the top. Using the Infor CRM SLX’s LAN Administrator program will allow to you to accomplish such disparate things as add or remove a user, set the path when attachments are stored, or add LAN client customizations.
Beginning with the Nav Bar items, Users, true to its name, is used to add or edit users. You can click Add to add a user from scratch, or click Copy user to create a new user with all same right, teams, etc. as an existing user. To edit an existing user, either double click on them or select them and click Edit. There are a number of User settings you can configure, from basic information to Team membership and default Security profile. For example, if your environment is configured for Windows Authentication, you would use the General tab to set a given user for that by checking the Use Windows Authentication box, and manually associating the user with the Windows account they use.
Moving further down the Nav Bar, we have Systems. Many of the items under system are ones that would normally only be touched when setting up a new system and/or have to do with sync configuration. This is also where new licenses are added. While, in theory, you should rarely need to touch Systems after the initial setup, it is often desirable to check some of the settings here when troubleshooting. I would call particular attention to the Offices tab. If you go to this tab and double click on your main (and perhaps only) office, you will see the place to set the shared paths for your office at the bottom of the window. In addition to setting the sync logs path (should you have a sync server) this is also where you set the path to the Library and Documents folder. These are quite important, as the files in these folders are outside the database, and they will need to be shared with full access to CRM users in order for them to be able to save and read attachments in Infor CRM SLX. A more detailed version of how to set up these folders can be found here.
When it comes to the menus, the two I end up using most commonly are Tools and Manage. While the Tools menu contains several Utilities useful in specific situations, it is Tools > Options that I use most frequently. In the Options window, there are several tabs controlling basic system configuration items. I would point out the Passwords tab, in particular, which is used to set the default password, as well as rules for password requirements. A bit more about passwords can be found here.
The Manage menu contains the configuration for several items within CRM. The most common item I access here is SpeedSearch Configuration; both to verify that the indexes are able to update, and to kick off the updating if necessary. Detailed instructions for configuring SpeedSearch can be found here. Generally speaking, the items under Tools > Options are more likely to be dealing with logging and other things external to the actual CRM program, while the Manage menu is more for controlling things within CRM, more or less.
While many of the items that can be configured mostly or mainly affect the LAN client, the feature of Administrator that is purely for the LAN client is Bundles on the Nav Bar. Specifically, the Bundle Manager is the way to install Bundles for the LAN client. In most cases, clicking on Install, browsing to the bundle file, and following all the defaults will do the trick. Though if you are not releasing the bundle for everyone, you need to take care to only release it for the correct groups when that choice comes up.
