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Utilities

Site Specific Notes

Copy Snapshot Settings

Log on as the system administrator. Access the Copy Snapshot Settings utility by using Millennium Explorer, Profiles>User Options>Snapshot Setup. Or, by using Millennium Explorer, My Millennium>User Options>Snapshot Setup. In the Snapshot Setup , click Copy to Users. The Copy Snapshot Settings utility is shown in the display area.

If you are not logged on as the system administrator, you will not see the Copy to Users button on the Snapshot Setup.

A 'Snapshot View' of the data allows each individual user to display, for a constituent, certain selected data rows, in a certain order, from a subset of Millennium's data tables. Each user can utilize the Snapshot Setup, accessed via User Options, define a Snapshot View to suit his or her individual data viewing needs and preferences.

There may be times when your site will want to apply one user's Snapshot View definition to some of the other users at your site. For example, your site may want all Millennium users to use the System Default Snapshot View, or your site may want every user who belongs to one particular Millennium user group to use the same Snapshot View. Or, your system administrator might create a new user, and then assign that to that new user the System Default, or an existing user's Snapshot View definition. The Copy Snapshot Settings utility allows the system administrator at your site to copy the Snapshot View definition for one user or for the System Default, to other Millennium users.

Note: Snapshot default cannot be added to the Selected Users list.

Utility Classification

This utility alters existing data in the user_settings system table and is therefore classified as a system administrator tool. Access to this utility is limited to those users logged on with the 'sa' or 'MILLORA' user name.

Copy the System Default Snapshot View to Another User: Rules

(For purposes of this discussion, the definition for the system administrator Snapshot View definition - named Snapshot Default - is copied to User A.)

Copy a User Snapshot View to Another User: Rules

(For the purpose of this discussion, the definition for User A is copied to User B)

Using Copy Snapshot Settings

  1. Log on to the system as 'sa', or 'MILLORA' if you are an Oracle site.
  2. Access the Copy Snapshot Settings Utility.

  3. This utility interface is in the form of an. Three lists are displayed: Available Users, Available Groups, and Selected Users. Available Users list all Millennium users, by user name, in alphabetical order. Note that the Available Users list includes 'Snapshot Default' at the top of the list; the Snapshot Default item replaces the system administrator ('sa' or 'MILLORA') user name. Available Groups list all Millennium user groups by group name, in alphabetical order. One user from the list of Available Users is selected as the 'copy from user' - the user whose Snapshot View definition you will be copying to one or more other users. An unlimited number of user names from the list of Available Users can be added to the Selected Users list. These are the copy to users - those users to whom you will be copying the 'copy from user' Snapshot View definition.

    Buttons

    Copy From User: Used to designate the 'copy from user' by highlighting his or her user name from the list of Available Users and clicking Copy From User. Notice the 'copy from user' user name now displays below this button.

    Important! Designate the 'copy from user' before adding any 'copy to users' to the Selected Users list and before starting the copy process!

    Snapshot Default cannot be added to the Selected Users list.

    Add: Copies a user name from the list of Available Users to the list of Selected Users. One user at a time can be copied over by either highlighting his or her user name in the Available Users list and clicking this Add button or by double-clicking the user name. To copy over more than one user at a time, first place a check in the Multiple check box located directly above the list of Available Users. Then, highlight the names of all of the users you want to copy over and either click this Add button or double-click one of the highlighted user names.

    If you inadvertently copy a user name to the Selected Users list more than one time, the Selected Users list will still only list that user name once.

    Remove: Removes a user name from the list of Selected Users. One user can be removed at a time by either highlighting his or her user name in the Selected Users list and clicking this Remove button or by double-clicking the user name. To remove more than one user name at a time, first place a check in the Multiple check box located directly above the list of Selected Users. Then, highlight the names of all of the users you want to remove and either click this Remove button or double-click one of the highlighted user names.

    Add Users: Copies the user names of all of the users who belong to the same Millennium User Group from the list of Available Users to the list of Selected Users at one time. These user names can be copied over either by highlighting the Millennium User Group name in the Available Groups list and clicking this Add Users button or by double-clicking the Millennium User Group's name. Millennium user groups can be copied to the list of Selected Users one user group at a time.

    If you copy a user name that belongs to an Millennium User Group, and that user name is already listed in the Selected Users list, the Selected Users list will list that user name one time.

    Remove Users: Removes the user names of all of the users who belong to the same Millennium User Group, from the list of Selected Users. Do so by highlighting the Millennium User Group name in the Available Groups list and clicking this Remove Users button. Millennium user groups are removed from the list of Selected Users one user group at a time.

    Start Copy: Copies the Snapshot View definition from the copy from user (the user name shown underneath the Copy From User button) to all of the users whose names are shown in the Selected Users list. The name of each user in the Selected Users list will be highlighted as his or her Snapshot View definition is updated. Once all of the users are updated, a Copy Complete message will display; this message will detail the number of users whose Snapshot View definitions were updated as well as the time that it took to do these updates. Click OK to clear the message.

    Close: Closes this and returns to the Snapshot Settings.

  4. Select the OK button on the Snapshot Setup to return to Millennium.

Examples

  1. Access the Copy Snapshot Settings utility.
  2. Highlight the Snapshot Default item in the Available Users list, and click Copy From User. Confirm that 'Snapshot Default' displays directly below the Copy from User button.
  3. Click the Multiple check box located directly above the Available Users list.
  4. Highlight all of the user names, except Snapshot Default, in the Available Users list. Click Add. Confirm that all user names are now listed in the Selected Users list.
  5. Click Start Copy.
  6. Once the Copy is complete, click Close to exit the utility and return to the Snapshot Setup. Once returned, click Cancel to close this.
  1. Access the Copy Snapshot Settings utility.
  2. Highlight the student_1 item in the Available Users list and click Copy From User. Confirm that 'student_1' now displays directly below the Copy from User button.
  3. Highlight the student_10 item in the Available Users list. Click Add. Confirm that student_10 is listed in the Selected Users list.
  4. Click Start Copy.
  5. Once the Copy is complete, click Close to exit the utility and return to the Snapshot Setup. Once returned, click Cancel to close Snapshot Setup.
  1. Access the Copy Snapshot Settings utility.
  2. Highlight the student_1 item in the Available Users list and click Copy From User. Confirm that 'student_1' now displays directly below the Copy from User button.
  3. Highlight the students item in the Available Groups list. Click Add Users. Confirm that all of the users who belong to the students Millennium User Group are listed in the Selected Users list.
  4. Click Start Copy.
  5. Once the Copy is complete, click Close to exit the utility and return to the Snapshot Setup. Once returned, click Cancel to close this.

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