Circulation Setup Manual
NavigaSupportUser Manual
  • Circulation Setup Manual
  • ❶ Introduction
    • Naviga Circulation and the Setup Process
    • Navigating in Circulation Setup
    • Navigating in Graphical Setup
    • Using this manual
  • ❷ Subscription
    • Introduction
    • Address Menu
      • Country
      • State
      • County
      • City
      • Town of 25
      • Census Tract/Block
      • Street Suffix
      • Street
      • Street Synonym
      • Street Abbreviation
      • Dwelling Status
      • Dwelling Type
      • Unit Designator
      • Zip
      • Level Designator
      • Digital Properties
    • Occupant Menu
      • Credit Status
      • Title
      • Name Suffix
      • Occupant Type
      • Other Name Type
      • Phone Number Type
      • Communication
    • Demographic
    • Codes Menu
      • Source
      • Reason
      • Complaint
      • Donation
      • Solicitation
      • Renewal Group
      • Renewal Override
      • Merchandise
      • Offer Code
      • Contact Type
      • Contact Reason
      • CC Token Prefix
  • ❸ Business
    • Introduction
    • Products Menu
      • Business
      • Company–GL
      • Chart of Accounts
      • Company
      • Maps
      • Deliverable
      • Deliverable Sort
      • Edition
      • Edition Model
      • Publication
      • Delivery Schedule
      • Publishing Calendar
      • Holiday Calendar
      • CC Invoice Calendar
      • CC Run Date Calendar
      • TM Calendar
      • Publishing Info
      • Tran Type Publication
      • Paper Section
      • Prev Deliv Exception
    • AAM Menu
      • AAM Zone
      • AAM Column
      • AAM Price Level
      • AAM Report Headings
      • Paid/Qualified Row
    • Do Not Call List
    • Language
    • Reward Program
    • Combo
    • Calendars
  • ❹ Distribution
    • Introduction
    • Geographic Menu
      • Area
      • Zone/District Manager
      • Service Area
      • Depot
      • Trip
    • Route Menu
      • Distribution Class
      • Draw Class
      • Route Type
      • Rounding Model
      • Delivery Placement
      • Distribution Point
      • Home Delivery Route
      • Single Copy Type
      • Single Copy Route
      • Complaint Code
    • Account Setup Menu
      • Account Type
      • Account
      • Substitute Draw
      • Account Class
      • Account Group
      • Account Notification
    • Truck Menu
      • Truck
      • Departure Sequence
      • Truck Sequence
    • Mail Menu
      • Label Group
      • ZIP PO Zone
      • ZIP Label Group
      • ZIP Label Sequence
    • Maintenance
    • Notification
    • Carrier Message Rule
    • Carrier Entry Rule
    • Publishing Group
    • Publishing Group Run
    • Multi Pack
    • Multi Pack Bundle
    • Print Site
    • Return Rules
  • ❺ Accounting
    • Introduction
    • Account Billing Menu
      • Bill Source
      • Age Period
      • Bill Format
      • Bill Message
      • Bill Period
      • Collection Message
      • Finance Charge
      • Remit Address
      • Statement Calendar
      • Accrual Calendar
      • Aging Calendar
      • Terms
      • Charge/Credit Code
      • Draw Adjustment
      • Distribution Code
      • Default Recurr Chrg
    • Account Setup Menu
      • Account Collector
    • General Ledger Menu
      • Company - GL
      • Fiscal Period Util
      • Chart of Accounts
      • Chart of Acct Import
      • Company
      • Bank
      • AR GL Account
      • CR GL Account
      • Account Payment Adj
      • Charge/Credit Code
      • Credit Card Account
      • Publication
      • Sub Payment Adjustment
      • Unearned Revenue
      • Payment Holding Acct
    • Account Rates Menu
      • About Rate Setup
      • Drop Rates
      • Export/Import Account Rates
      • Account Rates
    • Subscription Rates Menu
      • Source
      • Reason
      • Rating Validation
      • Export/Import Subscription Rates
      • Subscription Rates
      • Maintaining Subscription Rates
      • Delivery Fee
      • Fee Code
    • Campaign
    • Campaign Properties
    • Campaign Group
    • Renewal Campaign
    • Import Campaign
    • Taxes Menu
      • Tax Authority
      • Exempt Reason
      • Charge/Credit Code
      • Tax Authority Publ
      • Country Tax Authority
      • State Tax Authority
      • County Tax Authority
      • City Tax Authority
      • Tax Authority Exempt
      • BAS Category
  • ❻ System
    • Introduction
    • Device
    • Security Menu
      • Security Overview
      • Group
      • Group Change
      • User Profile
      • User Profile - CR
      • Generate Access Key
      • Security ID
      • Security ID Change
      • Menu Security
      • Transaction Security
      • Field Security
      • Add On Activation
      • Security Report
      • Security Threshold
      • Encryption Control
      • Encrypt Private Info
      • Decrypt Private Info
      • Purge Private Info
      • Division
    • Time Zone
    • Report Configuration
    • File Map
    • Pymt Auth Messages
    • Website
    • Translation
  • ❼ Business Rules
    • Introduction to Business Rules
    • AAM
    • Account Export
    • Account Finance
    • Account Invoice
    • Account Journal
    • Account Payments
    • Account Setup
    • Address Cleansing
    • Circ API
    • Customer Services
    • Email
    • Events
    • General
    • Import Sub Activity
    • InsertPlus
    • Insight
    • Integration
    • iServices & Mapping
    • List MatchPlus
    • Login
    • Loyalty
    • Mail Processing
    • Pymt Auth - Account
    • Pymt Auth - General
    • Pymt Auth - Subscrib
    • Pymt Auth - Vindicia
    • Reports
    • Returns
    • Rewards
    • Route Processing
    • Route Services
    • Subscriber Acctg
    • Subscriber Billing
    • Subscriber Payments
    • Transportation Cost
    • Household Management
  • ❽ Miscellaneous and Utilities
    • CTI API Properties
    • Documents
    • Mapping Properties
    • SSO Properties
    • Copy AAM Headings
    • Copy Business Rules
    • Copy Publ Info
    • Copy Router By Publ
    • Copy Routes
    • Create RouteDelSched
    • Delivery Schedule Verify
    • Mass Import/Export
  • ❾ Deprecated Features
    • Marketing Terms
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  • Specifics, User Group
  • Specifics, User Division
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  1. ❻ System
  2. Security Menu

User Profile

PreviousGroup ChangeNextUser Profile - CR

Last updated 2 years ago

Select this option to enter user ID information for Circulation users, and assign users to one or more user groups. User IDs must be set up for all Circulation users.

Note: Some user IDs, such as “admin” and “DTI”, may be pre-loaded in the system. Do not delete these user IDs.

When adding or modifying user profiles, you can automatically have Circulation create a Unix login and directory for the user. Circulation will create a file in the /app/cron/newuser directory (if it exists). The file will be named “newuser.[YYYYMMDD][hhmmss].[PID]”, where [YYYYMMDD] is the year, month and day, [hhmmss] is the hour, minute, and second, and [PID] is a Unix process ID. The file will contain the user name, system name, and requesting user (the user who added the user profile record). It will be picked up by a cron job that creates a Unix login and directory for the new user. Contact the Naviga Support Center for more information.

To define user profile information:

  1. In character Circulation, select User Profile from the Security menu to display the User Profile Setup screen.

  2. Select Add and complete the following fields.

    Field
    Type
    What to enter

    USER NAME

    open (8)

    Enter a unique ID for this user (required). This is the name that will show up in history, and it will be used for authentication if there is no system name (see below).

    FULL NAME

    open (30)

    Enter the user’s full name. This name will be printed on the Security report, followed by the user name in parenthesis.

    SYSTEM NAME

    open (80)

    Optionally, enter the Windows user name for this user. If left blank, the user name will be used as the system name. As mentioned, the user name is the name that will show up in history. So, if a user is set up as follows: • User Name = firstl • System Name = first.last@domain.com The user will log in with “first.last@domain.com,” but “firstl” is the name that will appear in the history.

    EMAIL ADDRESS

    open (60)

    Enter the email address of the user.

    DAYS OF WEEK

    yes/no

    For each day of the week, indicate if this user has access to Circulation. This field is not currently used.

    START TIME, END TIME

    date

    These fields are not currently used by Circulation.

    PROCESS WHEN

    predefined

    Indicate the default processing option for viewing and/or printing reports: now, deferred or background.

    VIEW OUTPUT

    yes/no

    Indicate whether the default view option is “yes” or “no”. For more information about the viewing and printing options, see the User Manual.

    PRINT OUTPUT

    yes/no

    Indicate whether the default print option is “yes” or “no”.

    PRINTER

    setup

    Enter the name of the default printer device for this user, or leave blank if there is no default.

    COPIES

    integer (3)

    Enter the default number of copies to be printed.

    SAVE OUTPUT

    yes/no

    Indicate whether the default save option is “yes” or “no”.

    SPOOL SECURITY

    setup

    Enter the default security ID for saving files.

  3. Select Specifics | User Group or Specifics | User Division to assign users to user groups or divisions, respectively (see ).

  4. Select Accept to enter the user profile, including specifics information, into the Circulation database.

  5. Set up another user profile, or press F4 and select Exit to exit to the Setup menu.

Specifics, User Group

This specific allows you to link user IDs to user groups. A user can be associated with more than one group, and more than one user can be associated with the same group.

To assign a user to a group:

  1. Select Specifics | User Group from the User Profile Setup screen to display the User Group Setup screen.

  2. Select Add and complete the following fields.

    Fields
    Type
    What to enter

    GROUP

    setup

    Enter a group to which this user belongs

    USER NAME

    display

    The user ID from the User Profile Setup screen displays.

  3. Select Accept to accept the user/user group link.

  4. Link the user to other user groups, or press F4 and select Exit to exit to the User Profile Setup screen.

Specifics, User Division

This specific allows you to link user IDs to user divisions, which are used to store user interface preferences in graphical Circulation. A user can be associated with more than one division, and more than one user can be associated with the same division.

To assign a user to a division:

  1. Select Specifics | User Division from the User Profile Setup screen to display the User Division Setup screen.

  2. Select Add and complete the following fields.

    Fields
    Type
    What to enter

    DIVISION

    setup

    Enter a user division to which this user belongs.

    USER NAME

    display

    The user ID from the User Profile Setup screen displays.

  3. Select Accept to accept the user/user division link.

  4. Link the user to other user groups, or press F4 and select Exit to exit to the User Profile Setup screen.

Specifics, User Group