Brady Lockout Pro 3.0 Administrator's Guide
Administrator’s Guide
LOCKOUT-PROTM Graphical Procedure Writing Software
v3.0 Enterprise Version
YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS OF THIS
LICENSE AGREEMENT BEFORE OPENING THIS PACKAGE. IF YOU DO NOT AGREE WITH
THESE TERMS AND CONDITIONS, PLEASE PROMPTLY RETURN THIS PACKAGE FOR A
FULL REFUND.
LICENSE AGREEMENT
Brady Worldwide, Inc. (hereafter "Brady") hereby grants you a non-exclusive, nontransferable license to
use this software and the accompanying documentation according to the following terms:
1. LICENSE GRANT: You may 1) install the software on the number of computers covered by invoices for
this license from Brady, which are hereby incorporated by reference; 2) use and transmit the software on
a network within a site if authorized by an invoice from Brady; 3) install the software on one server or
multiple servers as invoiced for a single server or multiple servers which invoices are hereby incorporated
by reference; and 4) make copies of the software in machine readable form for backup purposes only.
2. LICENSE RESTRICTIONS: You may not: 1) modify, adapt, translate, reverse engineer, decompile,
disassemble, create derivative works based on, or copy (except for the backup copy) the software or the
accompanying documentation; 2) rent, transfer or grant any rights in the software or accompanying
documentation without the prior, express written consent of Brady; or 3) remove any proprietary notices,
labels, or marks on the software and accompanying documentation.
3. NATURE OF THIS AGREEMENT: This license is not a sale. License fees paid by you, if any, are in
consideration of the licenses granted under this Agreement. Title and copyrights to the software,
accompanying documentation, and any copy made by you, remain the property of Brady or its suppliers.
Unauthorized copying of the software or the accompanying documentation, or failure to comply with the
above restrictions, shall automatically terminate this license, without further notice, and terminate your
rights to use the software, and Brady shall, in addition to its other legal remedies, be entitled to its
reasonable attorney fees.
4. LIMITED WARRANTY: Brady warrants that, for a period of ninety (90) days from the date of delivery
to you as evidenced by a copy of your receipt, the software, as furnished, under normal use, will perform
without significant errors. Brady's entire liability and your exclusive remedy under this warranty (which
is subject to you returning the software to Brady) will be, at the option of Brady, to attempt to correct or
help you around errors, to replace the software with functionally equivalent software or diskettes, or to
refund the license fee of the software and terminate this Agreement.
EXCEPT FOR THE ABOVE EXPRESS LIMITED WARRANTY, BRADY MAKES AND YOU RECEIVE
NO WARRANTIES, EXPRESS, IMPLIED, STATUTORY OR IN ANY COMMUNICATION WITH YOU,
AND BRADY SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTY OF MERCHANTABILITY OR
FITNESS FOR A PARTICULAR PURPOSE. BRADY DOES NOT WARRANT THAT THE OPERATION
OF THE PROGRAM WILL BE UNINTERRUPTED OR ERROR FREE.
Some states do not allow the exclusion of implied warranties so the above exclusions may not apply to
you. This warranty gives you specific legal rights. You may also have other rights which vary from state
to state.
5. LIMITATION OF LIABILITY: IN NO EVENT WILL BRADY BE LIABLE FOR ANY DAMAGES,
INCLUDING LOSS OF DATA, WHEN LOADING THIS SOFTWARE OR OTHERWISE, OR LOST
PROFITS, COST OF COVER OR OTHER SPECIAL, INCIDENTAL, CONSEQUENTIAL OR INDIRECT
DAMAGES ARISING FROM THE USE OF THE PROGRAM OR ACCOMPANYING DOCUMENTATION, HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY. THIS LIMITATION WILL
APPLY EVEN IF BRADY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.
Some states do not allow the limitation or exclusion of liability for incidental, or consequential damages,
so the above limitation may not apply to you.
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software. You agree not to export/re-export the software or portions thereof in any form without the
appropriate U.S. and foreign government licenses. This obligation shall survive and continue after this
Agreement terminates. This Agreement is the entire agreement between the parties and supersedes any
other communications or advertising with respect to the software and accompanying documentation. If
any provision of this Agreement is held invalid, the remainder of this Agreement shall continue in full
force and effect.
6555 West Good Hope Road, P.O. Box 571, Milwaukee, Wisconsin 53201-0571, USA, tlf. +1 (414) 358-6600
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LOCKOUT-PROTM ENTERPRISE USER GUIDE
T
ABLE OF
• • • • • •
Administering LOCKOUT-PRO
LOCKOUT-PRO Enterprise Server Functions
System Requirements for Server & Client Applications
Installing & Setting Up Server Applications
Using the Administrator Application
Performing Other Administrative Tasks
Troubleshooting Enterprise Functions
C
ONTENTS
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Server Components
User Permission Levels
Preparing for Installation
Installation Overview
Installing the Enterprise Server Applications
Activating & Configuring LOCKOUT-PRO
Distributing LOCKOUT-PRO to Clients
Becoming Familiar with Administrator
Viewing & Managing Domains
Managing User Groups
Maintaining Users & Permission Levels
Managing User Files
Starting/Stopping Network Service
Viewing LOCKOUT-PRO Events
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LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE III
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Copyright
This manual is copyrighted with all rights reserved. No portion of this
manual may be copied or reproduced by any means without the prior
consent of Brady Worldwide, Inc.
While every precaution has been taken in preparation of this document,
Brady assumes no liability to any party for any loss or damage caused
by errors or omissions or by statements resulting from negligence,
accident, or any other cause. Brady further assumes no liability arising
out of the application or use of any product or system described, herein;
nor any liability for incidental or consequential damages arising from
the use of this document. Brady disclaims all warranties of
merchantability or fitness for a particular purpose.
Brady reserves the right to make changes without further notice to any
product or system herein to improve reliability, function, or design.
Reproduction of this material, in part or whole, is strictly prohibited
without the written permission of Brady Worldwide, Inc.. For more
information, contact: Brady Worldwide, Inc. Signmark® Division, 2221
W. Camden Road, Milwaukee, WI 53209.
Disclaimer
Every effort has been made to make this guide as accurate and complete
as possible. Brady Worldwide, Inc. is not responsible for inaccuracies
and omissions occurring during the use of this guide.
This manual is proprietary to Brady Worldwide, Inc. and may be revised
from time to time without notice. Brady Worldwide, Inc. disclaims any
understanding to provide you with revisions, if any.
All brand or product names referenced in this manual are trademarks
or registered trademarks of their respective companies or organizations.
LOCKOUT-PRO, GlobalMark, and HandiMark are trademarks of
Brady Worldwide, Inc.
© 2006 Brady Worldwide, Inc. All rights reserved.
www.bradycorp.com
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LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
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The Enterprise Version of LOCKOUT-PROTM Graphical Procedure
Writing Software includes tools that allow the application’s
administrator to easily manage usage across an entire organization.
This
and how to use these tools, including:
DMINISTERING
Administrator’s Guide
An overview of LOCKOUT-PROTM Enterprise server functions
How to install and set up the LOCKOUT-PROTM Enterprise server
components and prepare for client installations
How to manage user domains, user groups, users, and files
How to start and stop the network service and view LOCKOUT-
TM
PRO
Common error messages and how to troubleshoot them
events
LOCKOUT-PRO
explains more about the Enterprise version
LOCKOUT-PRO Enterprise Server Functions
LOCKOUT-PROTM Enterprise Version is designed for larger
organizations that want to deploy the software over a network and
centralize control of user rights, procedure templates, defaults, and
enhanced security. LOCKOUT-PRO
side administrator utilities and a network service with the desktop
application running on the client PC.
Server Components
There are three primary components active on the LOCKOUT-PROTM
Enterprise server:
•
Administrator Application
•
Network Service
•
Event Viewer Entry
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
TM
Enterprise v3.0 combines server-
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LOCKOUT-PROTM Administrator Application
Through this utility, administrators of LOCKOUT-PROTM Graphical
Procedure Writing Software can monitor client users and files, register
users, assign them to groups, and set user rights. The utility also allows
you to copy files from one group to another, and to unlock files that have
been “checked out” and cannot be unlocked using the normal process
(due to a client PC crash, for example).
The Administrator Application is set up on the server only once.
However, after setting up at least one administrator on the server, you
can establish additional administrators who can run a “remote” version
of the Administrator Application from their client PCs.
LOCKOUT-PROTM Network Service
This service running on the Enterprise server is the means by which
LOCKOUT-PRO
TM
client users connect to the server for access to online
files. This service can be started and stopped using standard Windows
administrator tools (Services Function), or by using controls provided in
TM
the LOCKOUT-PRO
You can start and stop the service
Administrator Application.
only
from the server, using either the
standard Windows tools or the Administrator Application. These
functions cannot be performed when running the Administrator
Application remotely.
Event Viewer Entry
Every step or “transaction” by client users is logged and can be viewed
using the standard Windows Event Viewer. The specific entry for
LOCKOUT-PRO
access to the service, file open/save, number of users online, whether a
user tries to open a locked resource, any server problems, and
administrative service functions.
You can view or save Event Viewer entries only from the server. These
functions cannot be performed when running the Administrator
Application remotely.
TM
is named
LOPE
. Logged transactions include: user
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User Permission Levels
LOCKOUT-PROTM Enterprise incorporates three permission levels for
users:
LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
•
Administrator
: A user with
Admin
rights may perform all functions
available in both the client and server components of LOCKOUT-
TM
PRO
•
Author
.
: A user with
Author
rights may create and edit procedures
from the client application, as well as view and print, but cannot
modify templates, defaults, or the related information.
•
Viewer
A user with
Viewer
rights may only view and print
procedures, lockout tags, energy source labels, and related
information.
The following table lists the primary functions in LOCKOUT-PRO
Enterprise and to which permission levels they are assigned.
FUNCTIONS ASSIGNED BY USER PERMISSION LEVELS
TM
Functions Admin
View existing procedures
Print procedures, tags, energy source labels
View the related information in LOCKOUT-
TM
PRO
Create new procedures
Revise existing procedures
Import earlier versions of LOCKOUT-PROTM
files
Export procedures to other file formats
Save new or revised procedures
Administer LOCKOUT-PROTM client licenses
Maintain user permission levels
Edit procedure templates
Change LOCKOUT-PROTM default lists
Author Viewer
Modify the related information in LOCKOUT-
TM
PRO
Transfer procedures between user groups
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
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System Requirements for Server & Client Applications
SYSTEM REQUIREMENTS FOR
LOCKOUT-PRO
DESKTOP CLIENT
Network
Connection
Protocol TCP/IP
Operating System Windows 2000
Printers Supported GlobalMark
Printer Drivers for the printer(s) you will use with LOCKOUT-PRO
TM
Graphical Procedure Writing Software
Minimum: Recommended:
Access to installation of LOCKOUT-
TM
PRO
intranet
Windows XP Professional
HandiMark
only)
Sheet-fed laser or inkjet
should be installed. At least one printer must be installed to
run the application. See your printer’s documentation for
information on installing your printer.
Enterprise Server over an
TM
TM
(energy source labels
Same
TM
GlobalMark
TM
printers only: Updated driver is required. First,
uninstall the printer from your computer. Install the new
GlobalMark
TM
driver included on the LOCKOUT-PROTM
installation CD. (NOTE: This driver has not been tested or
validated to work with MarkWare
TM
, Surf on SignsTM, or any
other Brady software.)
SERVER
Processor 1.2 GHz or better 2.6 GHz
Memory (RAM) 512 MB 1G
Disk Space 500 MB Same
Operating System Windows 2000 Advanced Server
Same
Windows 2003 Server
Windows XP
IIS support V5 or v6, configured and enabled
ASP .NET V1.1, installed
REMOTE ADMINISTRATOR
Network
Connection
Protocol TCP/IP
Operating System Windows 2000
Access to installation of LOCKOUT-
TM
PRO
Enterprise Server over an
intranet
Windows XP Professional
Same
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LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
Installing & Setting Up Server Applications
All LOCKOUT-PROTM Graphical Procedure Writing Software
components are installed on the server which contains the application’s
templates and defaults, and which client users will access to create and
store procedures.
Preparing for Installation
Before LOCKOUT-PROTM
can be installed, the following Micrsoft
applications must be installed on your server:
•
Internet Information Services (IIS)
•
.NET Framework
•
Data Access Components (MDAC) v2.8
•
Active Directory
These applications are essential for LOCKOUT-PRO
TM
’s full
functionality. They are available from www.microsoft.com, which also
provides extensive support documentation on how to install and
configure them.
TIP: Although this guide provides the basic setup structure, be sure to
consult your network or domain administrator before installing. Your
administrator may require additional settings for security purposes, or may
use a third-party software package for client installation.
Installation Overview
Once the required server software is properly installed and configured,
the process of installing LOCKOUT-PRO
these basic steps, each of which will be explained in detail below:
•
Install the server applications using the LOCKOUT-PROTM CD.
•
In the LOCKOUT-PROTM Administrator Application, activate the
software and configure your network settings.
•
Choose either the LOCKOUT-PROTM Web Installer or a silent
installer such as Microsoft’s Group Policy Management tool to
distribute the client-side application to user machines.
•
If you want to set up additional users to run the Administrator
Application remotely, choose either the LOCKOUT-PRO
Installer or a silent installer such as Microsoft’s Group Policy
Management Tool to distribute the Administrator Application to
additional administrator user machines.
TM
on your server involves
TM
Web
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
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Installing the Enterprise Server Applications
Your first step is to install the server applications using the LOCKOUT-
TM
PRO
To install Enterprise server applications:
1
Insert the LOCKOUT-PROTM CD in the CD-ROM drive of the enterprise
server. The installation program will launch automatically. If it does not
open after a short while, you can manually launch it by taking these
steps:
•
•
When the installer window appears, select the menu option:
2
Install Lockout PRO Server
3
When prompted, choose the language you want.
4
When the Install Shield Wizard opens, click
5
When prompted, read and accept the license agreement by clicking
6
Enter your name, company name, and serial number from the CD
package, and then click
Enterprise CD.
Open the folder for the drive containing the LOCKOUT-PROTM CD.
Locate and double-click on the file:
Lockout PRO 3.0 Installer.exe
.
Next
to begin installation.
Next
.
Yes
.
7
Accept the destination folder for the program by clicking
8
Accept or select the Programs Folder and then click
9
The
Setup Statu
s window appears while the installer completes the
Next
Next
.
.
following tasks:
•
Install the LOCKOUT-PROTM Administrator Application on the
server.
•
Install the LOCKOUT-PROTM Network Service through which client
users connect to the server.
•
Create the required folders on the enterprise server.
•
Copy the LOCKOUT-PROTM Enterprise database to the appropriate
folder on the server.
•
Install the files for LOCKOUT-PROTM Enterprise on the server.
•
Install the documentation on the server.
•
Install the Event Viewer Entry.
10
When the setup is completed, click the
11
When your browser opens the registration page, follow the prompts to
register LOCKOUT-PRO
12
Close the browser and the installation window.Activating &
Configuring LOCKOUT-PRO
TM
.
TM
Finish
button to continue.
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LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
Activating & Configuring LOCKOUT-PRO
After installation, you will need to activte the software using the
activation code provided by Brady. The code is an encrypted key that
specifies the number of licenses your organization has purchased. These
are “floating licenses” meaning that they can be used on any computer
on your network, as long as the total number of licenses in use at any
given time does not exceed the number of licenses purchased.
Once activated, you will need to add the domains and configure the
network settings.
NOTE:
You must complete the following procedure before you can
distribute LOCKOUT-PROTM to clients or additional Administrator
Application users.
To activate and configure LOCKOUT-PRO:
1
Open the Administrator Application from a desktop shortcut or your
Start>Programs
2
When prompted, enter the product key that is provided on the license
certificate you received with the software, and then click
3
(Optional)
language by clicking the
menu.
OK
.
When the Administrator window opens, you can change the
Language
menu item at the top left and
choosing the language you want to use for the Administrator
Application interface.
NOTE:
The language choice here only sets the language for the
Administrator Application. Users can select the language
individually on their client machines.
4
Click the
Administrator
5
In the
LAN/Wireless
address, if your network uses VPN.
Network Interface Settings
menu item at the top of the
window.
Network Interface Settings
window, enter the network’s
address for the LOCKOUT-PROTM server and the
VPN
NOTE:
Cancel
6
Enter the
7
Click OK.
8
A dialog box appears asking you to verify these settings are correct. If
they are, click
9
In the
Administrator
To discard the data you’ve entered into this window, click
. The fields will be blanked out.
Port number
Yes
.
window, enter the domain name in the
textbox, and click the
left navigation panel.
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
you want to use.
Domain
Add
button. The domain name will appear in the
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Distributing LOCKOUT-PRO to Clients
After you’ve activated and configured LOCKOUT-PROTM, you can
distribute the client installation files to users’ computers, as well as
send the Administrator Application to additional administrator user
machines. There are two ways to distribute theese files:
•
Use the provided Web Installer, which offers an easy interface
instructing users how to save the installation files and then install
LOCKOUT-PRO
•
Use Microsoft’s Group Management Policy tool to silently “push” the
installation files to the client machines. (You may also have a thirdparty software application that you use to perform such silent
installs.)
To distribute to client machines using the Web Installer:
1
When you add a domain in the Administrator Application, LOCKOUT-
TM
PRO
user in that domain.
2
When the user next reboots, the installation icon will appear. Doubleclicking on this icon opens the Web Installer window with instructions
for proceeding.
will automatically place a Web Install file on the desktop for each
TM
.
NOTE:
The Web Installer address should be:
http://<server name or IP address>/LOPClientSetup/
3
The user will be instructed to right-click on each of two links and choose
Save Target As
to save the file connected to each link into the same folder
on the client machine.
4
The user then double-clicks the
LOCKOUT-PRO 3.0
icon to begin
installation.
5
When the
6
When prompted to choose the program folder, the user clicks
7
When asked to confirm the installation, the user clicks
8
After the program finishes installing, the user clicks the
Windows Installer
opens, the user clicks
Next
.
Next
.
Close
Next
button.
To distribute to client machines using the Group Policy tool:
1
On the server where LOCKOUT-PROTM is installed, locate and open the
folder
2
Find the
Properties
LOPE
.
ClientFiles
window.
folder, then right-click on it to open the
ClientFiles
.
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LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
3
Click the option to
wish), then click
4
From the Windows
Share the folder
OK
.
Start
menu, open the
(and change any other settings you
Group Policy Management
tool.
NOTE:
This tool is only available with Windows 2003 Server and
XP Pro. It is a free download from www.microsoft.com if it is not
already on your server.
5
In the
Forest
6
Under your server, right-click the
from the menu.
7
The
point, you have two options:
•
•
8
Right-click on
menu.
9
Navigate to:
Network>
3.0.msi file
Group Management Policy
, locate your domain and server.
Group Policy Object Editor
To set up a push install for every
Software Seetings
folder under
To set up a push install for every
Software Settings
select
Properties
options
Properties
window, choose
, and then close the window.
My Network Places>Entire Network>Microsoft Windows
folder under
. In the
Software Settings,
your domain>your server
.
window’s navigation panel, under
Default Domain Policy
, and select
window for your domain will open. At this
computer
Computer Configuration
user
User Configuration
Deployment
Basic
under
then choose
>ClientFiles folder>Lockout PRO
tab of the
on the domain, select the
.
on the domain, select the
. Right-click on it and
Lockout PRO 3.0
Installation user interface
New>Package
from the
Edit
10
In the
your organization’s policies, then click
Deploy Software
NOTE:
For help in using the Group Policy Management tool, go to
window, configure the deployment according to
OK
.
http://support.microsoft.com/kb/816102/.
11
When users next log on, their desktop will display either an installation
icon or the icon for the installed LOCKOUT-PRO
deployment settings you selected in the Group Policy Management tool).
NOTE:
Follow your organization’s policies and procedures for
either the Group Policy Management tool. If using third-party
software, refer to its user documentation for specific instructions
on setting up a silent install of LOCKOUT-PROTM.
Using the Administrator Application
The Administrator Application provides an easy-to-use interface to
manage the enterprise server functions.
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
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Becoming Familiar with Administrator
When the Administrator Application is launched, it opens the
Administrator
whether they are available when using the application remotely.
ADMINISTRATOR APPLICATION COMPONENTS & FEATURES
window with the following components and features, and
Functions Server
Main menu across the top of the window
Domain panel along the left side that provides access to
domains, user groups, individual users, and permission
levels
Unlock File button, which allows you to free a file
accidentally locked
Groups button, which opens a window allowing you to
add or delete user groups on a domain
Browse button, which opens a Windows Explorer-type
window that displays the information in the Domain
panel in a directory tree and file format
Performance Monitor button, which accesses the
Windows Performance Monitor
Refresh button, which refreshes your displayed
information whenever you click it
Remote
(except
Network
Interface
Settings
)
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Start Network Service button, which allows you to
resume the service when stopped
Stop Network Service button, which allows you to stop
service to the network
Display area to the right where you can view the
domain, group, and user information in a Windows
Explorer-type window with editing icons
Viewing & Managing Domains
From the
have already been entered, along with their user and file information.
You can also add other domains in your network.
LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
Administrator
window, you can view network domains that
To v ie w d o ma in s :
1
Launch the Administrator Application.
2
View the list of domains in the window directly under
panel. These are all the domains already entered.
The list of domains provides an overview of all users, licenses in use, and
files in use. To view the details for a given information type, click the
(+)
plus sign
to the left of the label.
The following table further describes the information available.
DOMAIN VIEW
Label Details
Registered Users Names of all registered users of LOCKOUT-PROTM
Graphical Procedure Writing Software for the
domain
Domain
in the left
Pending Users Names of users who have installed the client version
of LOCKOUT-PRO
TM
but have not yet been
registered in the database by the network
administrator
Licenses in Use (x) The number and names of all users in this domain
who are currently using LOCKOUT-PRO
TM
licenses
(i.e., have launched the client version of LOCKOUT-
TM
PRO
)
Users On-line The names of all users who are currently on-line,
regardless of whether they have a license checked
out
Locked Files The names of all procedure files, and their assigned
group, that are currently in use and thus “locked out”
for anyone else’s use
TIP: If you wish to view the domain list in a two-paneled window similar to
Windows Explorer, click the
Browse... button on the bottom left. An Explorer-
type window will open in the display area to the right.
To add a domain:
1
Launch the Administrator Application.
2
In the text box under
3
Click the
Administrator
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
Add
button. The name will be added to the list in the
window.
Domain Name
E
, type in the name of the domain.
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Managing User Groups
Each domain incorporates one or more user groups. Individual users in
that domain must be assigned to a specific user group as part of the
registration process.
TIP: One of the benefits of user groups is that you can modify procedure
templates to meet the needs of a specific group. For example, a production
group’s templates can include default wording or text formatting that creates
the best procedures for that group, while a research group’s templates can
be edited differently for their specific needs.
To add a user group:
1
In the
2
Click the
3
When the
Name
4
Click the
5
When finished, click OK.
Administrator
Groups
Groups
textbox.
Add Group
window, select the domain for the new group.
button beneath the list of domains, groups, and users.
window opens, type the group’s name into the
Group
button.
To delete a user group:
1
In the
2
Click the
3
When the
Administrator
Groups
button beneath the list of domains, groups, and users.
Groups
window opens, the list of available groups will be
window, select the domain for the group.
displayed.
4
Select the group from the list in the
Delete Group
5
A dialog box will open asking you to confirm your action. Deleting a
button.
Group Name
text box, and click the
group deletes all contents in that group’s folder on the server.
NOTE:
You cannot delete a group to which users are currently
assigned. You must first reassign the users to a different group. For
information on how to do so, see the procedure below “To change
a user’s group or permission level:”.
6
When finished, click OK.
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LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
Maintaining Users & Permission Levels
When a user first launches LOCKOUT-PROTM Graphical Procedure
Writing Software on a client computer, a request is sent that the user
be added as a registered user. As administrator, you complete the user’s
registration by accessing the user’s data on the
setting the permission level, and then adding the user name to the list
Registered Users
of
.
You can also reassign registered users to different groups and/or change
their permission levels.
To complete a pending user’s registration:
1
In the
to expand it to view all the user information under that domain.
2
Click on
3
Click on the name of the user to be registered.
4
The
group in the
•
•
Domain
Edit User
panel of the
Pending Users
Administrator
window, click the domain name
to display the user names.
window will open, displaying the domain’s first listed
Group
text box.
If the group shown is the one you wish to add the user to, proceed to
the next step.
If you wish to add the user to a different group, click the down-arrow
Group
in the
text box and select another from the list.
Pending Users
list,
5
In the
Permissions
box, the permission defaults to
different permission level, click the down-arrow and select the level you
wish.
6
Click the
Users
list.
NOTE:
Update
button. The user’s name is now moved to the
Once a user is added to the Registered Users list on the
admin server, the client must re-launch LOCKOUT-PRO
To remove a user from the Registered Users list:
1
In the
Users
2
When the
Administrator
window, click the user’s name on the
list under the domain name you’re working with.
Edit User
window opens, click the
will close, and the user will be moved to the
this list are not allowed access to the LOCKOUT-PRO
To change a user’s group or permission level:
1
In the
list under the relevant domain and group name.
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
Administrator
window, click the user’s name on the appropriate
Viewer.
Disable
Pending Users
E
button. The window
To set a
Registered
TM
.
Registered
list. Users on
TM
server data.
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2
When the
Permissions
3
Click the
Edit User
window opens, select a different
option in either or both boxes.
Update
button. The window will close, and the user
Group
and/or
information will be changed.
Managing User Files
The enterprise version of LOCKOUT-PROTM Graphical Procedure
Writing Software ensures the integrity of procedure files by storing
these files in a single location on the server and, with the use of groups
and permission levels, restricting them from being changed by
unauthorized users. LOCKOUT-PRO
changed by more than one user at the same time through use of a “file
lockout” feature.
The Administrator Application allows you to work around those
restrictions when needed. Two common situations where you may need
to manage files manually are:
•
When users in different groups wish to share files between groups
•
When a file that has been checked out cannot be checked back in by
the client user because of technical problems, such as a PC crash
TM
also keeps a file from being
To copy, cut, paste, or delete user files:
1
In the
Administrator
window, click the
Browse
button to open the browser
window on the right.
2
Navigate to the relevant folder containing the file(s) you wish to
manage.
3
Perform the desired function as appropriate:
•
To copy-and-paste or cut-and-paste a file, click on the file, then click
Copy
or
Cut
the
destination directory, and click on the
•
To delete a file, click on the file, then click the
icon on the browser window’s toolbar. Navigate to the
Paste
icon.
Delete
icon on the
browser window’s toolbar.
To unlock a locked file:
1
In the
under the appropriate group and domain.
2
Click on the file to select it.
3
Click the
becomes available for any other authorized user to access it.
4
Click the
Administrator
Unlock File
Refresh
button to update the list under
window, locate the locked file in the
button below the
Domain
panel. The file now
Locked Files
Locked Files
list
.
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DMINISTERING
LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
NOTE:
If the original user made any changes to the file since it was
last saved on the server, those changes will be lost. Also, if the user
did not shut down LOCKOUT-PROTM normally, the license being
used by that user will not be released when the file is unlocked. To
release the license, the user must log in and shut down LOCKOUTPROTM normally.
Performing Other Administrative Tasks
Starting/Stopping Network Service
Starting and stopping network service is a standard Windows
administrative function. The Administrator Application provides
simple one-click buttons to perform these functions when running the
application on the server. (You cannot start or stop network service from
a remote installation of the Administrator Application.)
To start or stop the network service:
1
From
Administrator
•
If the network service is currently
restart it, click the
running on the LOCKOUT-PROTM server:
not
running and you wish to
Start Network Service
button.
NOTE:
Once the network service has been restarted, users must
relaunch LOCKOUT-PROTM on their client machines to reconnect.
•
If the service currently is running and you wish to disconnect clients
from the enterprise server, click the
NOTE:
(
Start>Control Panel>Administrative Tools>Services
You can also use the Windows Services function
Stop Network Service
button.
) to start or
stop the network service.
Viewing LOCKOUT-PRO Events
You must be running the Event Viewer on the server (not remotely) in
order to view LOCKOUT-PRO
To view transactions in Event Viewer:
1
Open the Windows Event Viewer (
Tools>Event Viewer
2
Select the
events.
LOPE
).
entry to display the LOCKOUT-PROTM Enterprise
TM
transactions:
Start>Control Panel>Administrative
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
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3
To see additional details for an event, double-click on the event.
TIP: It is recommended that you periodically save the LOCKOUT-PROTM
event log by right-clicking the LOPE entry in Windows Event Viewer and
selecting the Save option.
Troubleshooting Enterprise Functions
The following table shows the most common problems users are likely to
encounter.
CLIENT-SIDE ERROR CONDITIONS/MESSAGES
Error Conditions/Messages Possible Causes/Solutions
User gets an error message
box, but no message is
displayed.
User cannot log on, because
either all the licenses are in use
or the user account is not
found.
Remote path not found. Check
connection settings.
Default base file path not found
on server.
Cannot retrieve date/time of
base template on server.
User group not found or
assigned.
User group not found or
assigned
User is unable to ping to the server, or the
service on the server side is stopped.
1) The user is not a registered user. Users
logging on for the first time may see this error if
they remain in the Pending Users list.
2) The maximum number of floating licenses
has been reached. The user will have to wait
until another user logs out and releases a
license.
Any of these errors might occur if, by accident,
folders on the server are deleted or not copied
due to an installation error.
Check to see if all shared folders exist on the
server. (See “Figure 1: Folder Structure for
LOCKOUT-PROTM Enterprise Installed Files”)
If any folders are missing, copy them from the
LOCKOUT-PRO
TM
CD, or call Brady Technical
Support.
The user may not be assigned to a user group.
To fix the situation, add the user to a group. (See
“Managing User Groups” on page 1-12 for
details.)
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DMINISTERING
Access denied The user may be trying to perform a function not
included at the permission level set for that user.
(See “Maintaining Users & Permission Levels”
for details.)
(continued)
LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
CLIENT-SIDE ERROR CONDITIONS/MESSAGES (Continued)
The server is performing
correctly and the user is fully
registered, with appropriate
permission levels, and is
assigned to a group, yet is still
unable to log on to the server.
1) Check the user’s
app.config file, which is
located in
c:\program files\brady\lockoutPro 3.0 folder
on the client machine, and verify the data in that
file is correct. (See “The full basic structure of
the app.config file is shown in Figure 2 below.
Users can check their settings from the
File>Connection Settings option on the main
menu. Note that the data in the app.config file is
case-sensitive, so be sure to warn users not to
modify the file.” below for an example of the full
basic structure of the app.config file.)
2) The user’s computer may be missing some
needed files, such as:
• MDAC 2.8
• .Net Framework 1.1 Version 1.4322
Check if the files are installed (by accessing the
Add/Remove Programs window from the
Control Panel) or, in the case of Windows 2000,
check the folder:
C:\windows\Microsoft.net\framework
Any missing files can be downloaded from
Microsoft’s website.
SERVER-SIDE TROUBLESHOOTING
For User Connection/Access Problems on the Enterprise Server:
1 Verify that the network service is running.
2 Verify that the Network Address is correct.
3 Verify that the port settings are correct and that the port specified in the client
configuration file matches that port setting.
4 If these steps do not solve the problem, please contact technical support.
LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUID
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Folder Structure for Installed Files
The following files and directory structure are installed in the
Brady
during installation:
LOPE (Shared)
Data
Domain Name
Group Name
Database Files
LOPStorage.mbd Common
Common Files BaseFiles
BaseFiles ConfigFiles
ConfigFiles
Lockout Pro 3.0
Figure 1: Folder Structure for LOCKOUT-PROTM Enterprise Installed Files
Basic Structure of Client app.config File
The full basic structure of the
Users can check their settings from the
the main menu. Note that the data in the
be sure to warn users not to modify the file.
app.config
file is shown in Figure 2 below.
File>Connection Settings
app.config
file is case-sensitive, so
folder
option on
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<?xml version="1.0" encoding="utf-8"?>
<configuration>
<APPSETTINGS SERVERID="172.20.94.161"
CONNECTIONSTRING="tcp://172.20.94.161:8032/LOPUser"
DEFAULTLOCALPATH="U:\My Documents\New Folder" CONNECTIONTYPE="1" />
</configuration>
Figure 2. Basic Structure of Client User’s app.config File
DMINISTERING
LOCKOUT-PRO LOCKOUT-PROTM ENTERPRISE ADMINISTRATOR’S GUIDE
Guia do Administrador
Software de Redação Gráfica de Procedimentos LOCKOUT-PRO™
Versão Enterprise v3.0
LEIA COM ATENÇÃO OS TERMOS E AS CONDIÇÕES A SEGUIR REFERENTES A ESTE
CONTRATO DE LICENÇA ANTES DE ABRIR ESTE PACOTE. CASO VOCÊ NÃO CONCORDE
COM ESSES TERMOS E ESSAS CONDIÇÕES, DEVOLVA IMEDIATAMENTE ESTE PACOTE
A FIM DE OBTER REEMBOLSO COMPLETO.
CONTRATO DE LICENÇA
Brady Worldwide, Inc. (doravante denominada “Brady”) concede por meio deste documento uma licença
não-exclusiva e intransferível para usar este software e a documentação que o acompanha, de acordo com
as seguintes condições:
1. CONCESSÃO DE LICENÇA: Você pode 1) instalar o software no número de computadores coberto pelas
faturas desta licença da Brady, incorporadas aqui para referência; 2) usar e transmitir o software em uma
rede em um local, se autorizado por uma fatura da Brady; 3) instalar o software em um ou vários servidores,
conforme faturado para um ou vários servidores, cujas faturas estão incorporadas aqui para referência;
e 4) fazer cópias do software em uma forma legível pela máquina, apenas para fins de backup.
2. RESTRIÇÕES DA LICENÇA: Você não pode: 1) modificar, adaptar, traduzir, fazer engenharia reversa,
descompilar, desmontar, criar trabalhos derivados ou copiar (exceto para a cópia de backup) este software
ou a documentação que o acompanha; 2) alugar, transferir ou conceder quaisquer direitos no software ou na
documentação que o acompanha, sem o consentimento prévio expresso por escrito da Brady ou 3) remover
quaisquer avisos, etiquetas ou marcas de propriedade existentes no software ou na documentação que o
acompanha.
3. NATUREZA DESTE CONTRATO: Esta licença não representa uma venda. As taxas de licença pagas por
você, se existirem, são relacionadas às licenças concedidas sob este Contrato. O titulo e os direitos autorais
relativos ao software, à documentação que o acompanha e a qualquer cópia feita por você permanecem
propriedades da Brady ou de seus fornecedores. Cópias não autorizadas do software ou da documentação que o
acompanha ou o não cumprimento das restrições mencionadas acima encerrarão automaticamente esta licença,
sem notificação anterior, e cancelarão seus direitos de usar o software. Além disso, a Brady poderá, além de
outras medidas legais, cobrar pelos honorários advocatícios cabíveis.
4. GARANTIA LIMITADA: A Brady garante que, por um período de noventa (90) dias contados a partir da data
de entrega a você comprovada no seu recibo de compra, o software, sob uso normal, será executado sem erros
significativos. A responsabilidade da Brady e a sua solução exclusiva sob esta garantia (que está sujeita à sua
devolução do software à Brady) será, a critério da Brady, tentar corrigir ou ajudá-lo com os erros, substituir o
software por software ou disquetes de funcionalidade equivalente ou reembolsar o valor da licença do software
e encerrar este Contrato.
COM EXCEÇÃO DA GARANTIA LIMITADA EXPRESSA DESCRITA ACIMA, A BRADY NÃO CONCEDE
A VOCÊ NENHUMA GARANTIA EXPRESSA, IMPLÍCITA OU LEGAL E SE ISENTA DE QUALQUER
GARANTIR IMPLÍCITA DE COMERCIALIZAÇÃO OU ADEQUAÇÃO A UM PROPÓSITO ESPECÍFICO.
A BRADY NÃO GARANTE QUE A OPERAÇÃO DO PROGRAMA SERÁ ININTERRUPTA OU LIVRE DE
ERROS.
Alguns estados não permitem a exclusão de garantias implícitas; nesses casos, as exclusivas descritas acima
podem não se aplicar a você. Esta garantia concede a você direitos legais específicos. Você também pode ter
outros direitos, que variam de estado para estado.
5. LIMITAÇÃO DE RESPONSABILIDADE: EM NENHUMA CIRCUNSTÂNCIA, A BRADY SERÁ RESPONSÁVEL POR QUAISQUER DANOS, INCLUINDO PERDA DE DADOS, DURANTE O CARREGAMENTO
DESTE SOFTWARE, OU PERDA DE LUCRO, CUSTO DE COBERTURA OU OUTROS DANOS ESPECIAIS,
INCIDENTAIS, CONSECUTIVOS OU INDIRETOS DECORRENTES DO USO DO PROGRAMA OU DA
DOCUMENTAÇÃO QUE O ACOMPANHA, QUALQUER QUE SEJA A CAUSA OU A TEORIA DE RESPONSABILIDADE. ESSA LIMITAÇÃO SERÁ APLICADA MESMO SOB CIRCUNSTÂNCIAS EM QUE A BRADY
TENHA SIDO NOTIFICADA DA POSSIBILIDADE DE TAL DANO.
Alguns estados não permitem a limitação ou exclusão de responsabilidade por danos incidentais ou
consecutivos; nesses casos, a limitação descrita acima pode não se aplicar a você.
6. GERAL: Este Contrato será regido e interpretado pelas leis do Estado de Wisconsin, Estados Unidos.
Você receonhece que as leis e regulamentações dos Estados Unidos podem restringir a exportação/reexportação do software. Você concorda em não exportar/re-exportar o software ou partes dele em qualquer
forma,, sem autorização adequada dos governos dos Estados Unidos e do país estrangeiro em questão.
Esta obrigação perdurará mesmo após o término deste Contrato. Este Contrato representa todo o contrato
entre as partes e substitui qualquer outra comunicação ou publicação relacionada ao software e à
documentação que o acompanha. Se qualquer provisão deste Contrato for considerada inválida, a parte
restante do Contrato continuará em total vigor.
6555 West Good Hope Road, P.O. Box 571, Milwaukee, Wisconsin 53201-0571, Estados Unidos.
Telefone +1 (414) 358-6600
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LOCKOUT-PRO™ — G
UIA DO ADMINISTRADOR ENTERPRISE
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ONTEÚDO
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Administrando o LOCKOUT-PRO
Funções do servidor do LOCKOUT-PRO Enterprise
Componentes do servidor
Aplicativo do Administrador do LOCKOUT-PRO™
Serviço de Rede do LOCKOUT-PRO™
Entrada do Visualizador de Eventos
Níveis de permissões do usuário
Requisitos do sistema para aplicativos do Servidor e Cliente
Instalando e configurando aplicativos do servidor
Preparando para instalação
Panorama da instalação
Instalando os aplicativos de servidor do Enterprise
Ativando e configurando o LOCKOUT-PRO
Distribuindo o LOCKOUT-PRO aos Clientes
Distribuindo o Aplicativo do Administrador Remoto
Usando o Aplicativo do Administrador
Familiarizando-se com o Administrador
Exibindo e gerenciando domínios
Gerenciando grupos de usuários
Mantendo os níveis de permissões do usuário
Gerenciando arquivos de usuários
Executando outras tarefas administrativas
Iniciando/Interrompendo o serviço de rede
Visualizando eventos do LOCKOUT-PRO
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LOCKOUT-PROTM —
Solucionando problemas com funções do Enterprise
Estrutura de pastas para arquivos instalados
Estrutura básica do arquivo app.config cliente
G
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ENTERPRISE III
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Direitos Autorais
Este manual está protegido por leis de direitos autorais. Todos os
direitos reservados. Nenhuma parte deste manual pode ser copiada ou
reproduzida, em qualquer forma, sem o consentimento prévio da Brady
Worldwide, Inc.
Embora todas as precauções tenham sido tomadas durante o preparo
deste documento, a Brady não assume qualquer responsabilidade por
perdas ou danos causados por erros ou omissões ou por afirmações
resultantes de negligência, acidente ou qualquer outra causa. Além
disso, a Brady não assume qualquer responsabilidade pela aplicação ou
pelo uso de qualquer produto ou serviço aqui descrito nem por quaisquer
danos incidentais ou consecutivos decorrentes do uso deste documento.
A Brady renuncia a todas as garantias de comercialização ou adequação
para um propósito específico.
A Brady se reserva o direito de fazer alterações sem qualquer aviso em
qualquer produto ou sistema aqui mencionado a fim de melhor a
confiabilidade, a função ou o projeto.
A reprodução parcial ou total deste material é estritamente proibida
sem a permissão por escrito da Brady Worldwide, Inc.. Para obter mais
informações, entre em contato com : Brady Worldwide, Inc. Signmark®
Division, 2221 W. Camden Road, Milwaukee, WI 53209.
Isenção de Responsabilidade
Todos os esforços foram feitos a fim de tornar este guia o mais preciso e
completo possível. A Brady Worldwide, Inc. não se responsabiliza por
imprecisões e omissões surgidas durante o uso deste guia.
Este manual é de propriedade da Brady Worldwide, Inc. e pode ser
revisado periodicamente sem notificação prévia. A Brady Worldwide,
Inc. se isenta de qualquer entendimento relacionado ao fornecimento de
revisões a você, caso existam.
Todos os nomes de marcas e produtos mencionados neste manual são
marcas comerciais ou marcas comerciais registradas de suas
respectivas empresas ou organizações.
LOCKOUT-PRO, GlobalMark e HandiMark são marcas comerciais da
Brady Worldwide, Inc.
©2006 Brady Worldwide, Inc. Todos os direitos reservados
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www.bradycorp.com
TM
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G
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ENTERPRISE
A
• • • • • •
A Versão Enterprise do Software de Redação Gráfica de Procedimentos
LOCKOUT-PRO™ inclui ferramentas que permitem ao administrador
do aplicativo gerenciar o uso com facilidade em toda uma organização.
O
Enterprise e como usar essas ferramentas, incluindo:
DMINISTRANDO O
Guia do Administrador
Uma visão geral das funções do servidor do LOCKOUT-PRO™
Enterprise
Como instalar e configurar os componentes do servidor do
LOCKOUT-PRO™ Enterprise e preparar as instalações
de clientes
Como gerenciar domínios de usuários, grupos de usuários,
usuários e arquivos
Como iniciar e interromper o serviço de rede e exibir eventos
do LOCKOUT-PRO™
fornece explicações extras sobre a versão
LOCKOUT-PRO
Mensagens de erro comuns e como solucioná-los
Funções do servidor do LOCKOUT-PRO Enterprise
A versão Enterprise do LOCKOUT-PRO™ foi desenvolvida para
organizações maiores que desejam implantar o software em uma
rede e centralizar o controle de direitos de usuários, modelos de
procedimentos, padrões e segurança aprimorada. A Versão 3.0 do
LOCKOUT-PRO™ Enterprise combina utilitários de administração
do servidor e um serviço de rede com o aplicativo da área de trabalho
executando no PC cliente.
Componentes do servidor
Estes são os principais componentes ativos no servidor do
LOCKOUT-PRO™ Enterprise:
LOCKOUT-PRO™ — G
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Aplicativo do Administrador
•
Serviço de Rede
•
Entrada do Visualizador de Eventos
Aplicativo do Administrador do LOCKOUT-PRO™
Com esse utilitário, os administradores do Software de Redação Gráfica
de Procedimentos LOCKOUT-PRO™ podem monitorar usuários e
arquivos-cliente, registrar usuários, atribuí-los a grupos e definir
direitos dos usuários. O utilitário também permite copiar arquivos de
um grupo para outro e desbloquear arquivos que tenham passado por
checkout e que não podem ser desbloqueados por meio do processo
normal (devido a uma falha do PC cliente, por exemplo).
O Aplicativo do Administrador é configurado apenas uma vez no servidor.
Entretanto, após a configuração de pelo menos um administrador no
servidor, você pode estabelecer mais administradores capazes de
executar uma versão “remota” do Aplicativo do Administrador em
seus respectivos PCs clientes.
Serviço de Rede do LOCKOUT-PRO™
Este serviço, executando no servidor Enterprise, é o meio pelo qual
os usuários de clientes do LOCKOUT-PRO™ se conectam ao servidor
para obter acesso a arquivos on-line. Este serviço pode ser iniciado
e interrompido usando as ferramentas de administração padrão do
Windows (Função Serviços) ou os controles fornecidos no Aplicativo
do Administrador do LOCKOUT-PRO™.
Você pode iniciar e interromper o serviço
apenas
no servidor, utilizando
as ferramentas padrão do Windows ou o Aplicativo do Administrador.
Essas funções não podem ser realizadas durante a execução remota do
Aplicativo do Administrador.
Entrada do Visualizador de Eventos
Cada etapa ou transação realizada por usuários clientes é registrada
e pode ser visualizada usando o visualizador de eventos padrão do
Windows. A entrada específica do LOCKOUT-PRO™ é chamada de
LOPE
. As transações registradas incluem: acesso do usuário ao serviço,
abrir/salvar arquivos, número de usuários on-line, tentativa por parte
de um usuário de abrir um recurso bloqueado, qualquer problema com
o servidor e funções de serviço administrativo.
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DMINISTRANDO O
Você pode exibir ou salvar as entradas do Visualizador de Eventos
apenas a partir do servidor. Essas funções não podem ser realizadas
durante a execução remota do Aplicativo do Administrador.
LOCKOUT-PRO LOCKOUT-PRO™ — G
UIA DO ADMINISTRADOR ENTERPRISE
Níveis de permissões do usuário
O LOCKOUT-PRO™ Enterprise incorpora três níveis de permissão
para os usuários:
•
A
dministrador:
todas as funções disponíveis nos componentes cliente e servidor
do LOCKOUT-PRO™.
• Autor:
um usuário com direitos
procedimentos com base no aplicativo cliente, bem como exibir
e imprimir, mas não pode modificar modelos, padrões ou as
informações relacionadas.
• Visualizador:
e imprimir procedimentos, etiquetas de bloqueio, rótulos de fontes
de energia e informações relacionadas.
A tabela a seguir lista as principais funções no LOCKOUT-PRO™
Enterprise e para quais níveis de permissão elas são atribuídas.
FUNÇÕES ATRIBUÍDAS POR NÍVEIS DE PERMISSÃO DE USUÁRIOS
um usuário com direitos
Autor
pode criar e editar
um usuário com direitos
Admin
pode executar
Visualizador
só pode exibir
Funções Admin Autor
Exibir procedimentos já existentes
Imprimir procedimentos, etiquetas e rótulos
de fonte de energia
Exibir as informações relacionadas no
LOCKOUT-PRO™
Criar novos procedimentos
Examinar procedimentos já existentes
Importar versões anteriores de arquivos
do LOCKOUT-PRO™
Exportar procedimentos para outros
formatos de arquivos
Salvar procedimentos novos ou revisados
Administrar licenças de clientes
do LOCKOUT-PRO™
Manter níveis de permissão do usuário
Editar modelos de procedimento
Alterar listas de padrões do LOCKOUT-PRO™
Modificar as informações relacionadas
no LOCKOUT-PRO™
Transferir procedimentos entre grupos
de usuários
Visuali-
zador
LOCKOUT-PRO™ — G
UIA DO ADMINISTRADOR ENTERPRISE
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