fm:interact – admin 101: getting started as an fm:interact ... · upon completing this lesson you...

FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator

Document Release Date: 2/12/2018

Edition: 1

1 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator

Legal Notices Copyright Notices © Copyright 1994-2015 FM:Systems, Inc. All rights reserved. Confidential computer software. Valid license from FM:Systems required for possession, use or copying. Warranty The only warranties for FM:Systems products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. FM: Systems shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice. Trademark Notices

• FM:Systems® is a registered trademark of FM:Systems, Inc.

• FM:Interact® is a registered trademark of FM:Systems, Inc.

• FM:CAD® is a registered trademark of FM:Systems, Inc.

• FM:Mobile™ is a trademark of FM:Systems, Inc.

• AutoCAD® and Revit® Architectural Suite are registered trademarks of Autodesk, Inc.

• LEED® is a registered trademark of the U.S. Green Building Council.

• Green Globes™ is a trademark of ECD Energy and Environment Canada.

• iPad® ,iPhone®, and Safari® are registered trademarks of Apple, Inc.

• Firefox® is a registered trademark of Mozilla.

• Blackberry® is a registered trademark of Research In Motion.

• Adobe®, Adobe logo®, Acrobat® and Acrobat Logo® are trademarks of Adobe Systems Incorporated.

• Microsoft®,Windows®,Windows NT®,Windows® XP,Windows Mobile® and Windows Vista® are U.S. registered trademarks of Microsoft Corporation.

• Oracle® is a registered trademark of Oracle Corporation and/or its affiliates.

• All other brand names, product names or trademarks belong to their respective holders. Published By: FM:Systems 2301 Sugar Bush Rd. Suite 500 Raleigh, NC 27612, USA


Overview After implementation of the FM:Interact software, the customer organization will decide who its Administrator will be. An FM:Systems consultant or business

partner will lead the initial installation and setup of FM:Interact. After this, the organization’s appointed Administrator will maintain the FM:Interact system for

the User community within the company.

Lesson Objectives Upon completing this lesson, you will be able to:

• Identify the tasks and activities performed by the FM:Interact Administrator.

• Navigate the FM:Interact System Administration node of the FM:Interact system.

• Write both simple and complex Queries that will be made public to the organization.

• Manage the Roles, Privileges, and Permissions of the FM:Interact system and its Users.

Prerequisites Familiarity with FM:Interact is highly advised before beginning the Admin 101 activity guide. It is advised

that the Space 101 FM:Interact activity guide be completed first.

Note: FM:Interact

version 8.4.1 was used

in the creation of this

activity guide.


The System Administrator’s Role To the right is a task list that outlines the basic responsibilities of an FM:Interact Administrator. The tasks presented are initially set up during system installation and configuration. Don’t worry if you do not understand each function yet. The purpose of this activity guide is to introduce you to each function. Use this list to review later on.

Function

Update Views By:

• Adding fields to a View (pg. 16).

• Changing the layout of fields on a View

(pg. 16).

• Adding pages (tabs) to a View (pg. 25).

• Changing the behavior of a field (pg. 21).

Update Search Results By:

• Defining which tables to include in

searches.

• Defining which fields to define in

searches.

• Updating the search result display to

include additional information.

Enhance Public Queries By:

• Creating new queries for the User

community (pg. 37).

Enhance Space Management Options

Including:

• Creating and publishing Graphic Views

to combine AutoCAD and FM:Interact

information.

• Setting the Dynamic web pages for

Sites, Buildings, and Floors.

• Updating InfoViews with needed fields.

Maintaining Security By:

• Creating new Security Groups, Roles,

and Users (pg. 46).

• Assigning Users to Groups (pg. 59).

• Assigning Users as Power Users (pg. 59).

What is a View?

A View is a way to visually represent Database information in FM:Interact. A User sees and utilizes the database through Views. We’ll go in to more detail on Views soon.


How Information is Stored in

FM:Interact It is important to understand how information is stored in FM:Interact. As you begin to create and modify Views, you need to know the underlying structure that supports the FM:Interact system.

A Database contains Tables that store particular sets of data. Tables hold specific types of data and are analogous to an Excel spreadsheet. Tables have both Fields and Records. Fields are like columns in an Excel spreadsheet and each holds one type of data. Records are like rows in an Excel spreadsheet.

Let’s think of an example. In the Space Management module there is a View called Buildings. By navigating to this View, you are presented with the Buildings Table. The Table has Fields like Building Description, Building Code, Site, and Address. The Table also had Records, which are rows of each data point for a specific building. Here is an image for visualizing the underlying structure of FM:Interact:


The System Administrator

Functions All administrative functions are found in the Navigation Tree under the System Administration node. Your security permissions and FM:Interact logon credentials determine what displays in the Navigation Tree. To view the System Administration node, you will log into the system as an Administrator. For the activities in this guide, you will log in with the following credentials: User Name: administrator Password: fms Note: To check your role and/or permissions, log into FM:Interact with the credentials given to you by your Administrator. Navigate to FM:Interact HelpWho Am I to check your role and privileges.

System Administrator Menus

Let’s look at each of the System Administration node menu options individually. Log into FM:Interact as an Administrator, and navigate to the System Administration node.

Configure Data Dictionary

This node allows you to manage and modify

tables in the system. You can:

• Add/Modify Tables

• Set Table Relations

• Build Indexes

• Create Searchable Fields and Queries


Manage Dashboards

This node allows the FM:Interact Administrator

to create dashboard templates in FM:Interact.

Using the Dashboard Designer function, the

Administrator can drag and drop objects onto

the template. Dashboards can include:

• Modules

• Views

• Reports

• URL

• or Other Content

Manage Modules

This node allows you to manage and modify

options specific to each module. Each module

has unique features and functionality. There are

a number of sub nodes under the Manage

Modules function, but most of these are set at

implementation and require no further updates.

As an Administrator, you will only see the

modules your organization has purchased. Sub

nodes of Manage Modules include:

• Built – In Modules

• Email Notification

• License Information

• Manage Reports

• Manage Views and Forms

• Modify Module


Manage Security Node

This node allows you to manage security and

permissions for roles and modules. You can:

• Add Users.

• Associate Users with Groups.

• Define new Roles.

• Map Roles with Groups.

• Set Page Permissions and Privileges

for Roles.

• Assign a User to a Group.

• Assign a User as a Power User.

Modify System Settings

This node allows you to define settings used

throughout the system. You can:

• Configure email settings and

variables.

• Review system information.

• Configure international settings.

Many of these functions are set at

implementation and require no further updates.


The Administrator Checklist

The tables presented here attempts to outline the general responsibilities of an FM:Interact Administrator. The table is split into three (3) sections: System Setup, User Experience Setup, and Security Setup.

Security Setup

Create FM:Interact Roles Using Security to Control the User Experience

Assign permissions and privileges to role

Using Security to Control the User Experience

Create Security Groups


Assign Users to Security Groups


Map Roles to Security Groups


Set Permissions/ Privileges for Views


Set Permissions/ Privileges for Documents


Set Permissions/ Privileges for Reports


Task

Administrator Guide Section:

System Setup

Review Module Tables

Modify Views

Create New Tables

Modify Views

System Settings

Not in Admin 101

User Experience Setup

Set up Dashboards for different Roles

Not in Admin 101

Set up email notifications

Not in Admin 101

Create Views

Modify Views

Modify existing Views

Modify Views

Create Queries

Queries

Define Searchable Fields

Not in Admin 101

Add/Delete or Modify Documents

Not in Admin 101

Add/Delete Reports

Not in Admin 101


Modify Views As the FM:Interact Administrator, one of your primary responsibilities is the proper setup of the FM:Interact modules and the associated Views. This lesson introduces you to the Modify View functions as well as different types of modifications you can perform.

Objectives:

Upon completing this lesson you will be able to:

• Define what a View is.

• Demonstrate how to modify a View, including:

o Adding a field to a View. o Rearranging fields on a View. o Renaming a field on a View. o Modifying the behavior of a field

on a View. o Designating a View as read-only.

About Views A View is the visual representation of the data in the FM:Interact database. It is, literally, what a User sees when he/she logs into the FM:Interact system and navigates through the different modules. If you no Views were created, the User would have no was to see the data contained in the system.


What You Can Modify

To maintain data integrity, there are certain types of modifications you can make to a View. You can:

• Add a new View.

• Delete an existing View.

• Add fields to a View.

• Delete fields from a View.

• Modify the behavior of a field in a View.

• Add a child View to a parent View. In FM:Interact, navigate to System AdministrationManage ModulesBuilt-In ModulesSpace ManagementModify View to access the Modify View page for the Space Management module. From the list of Views to modify, select the Buildings View (2nd from the top). Click the OK button.

About the Modify View Page

The Modify View – Buildings page should display. For illustrative purposes, this page contains four sections.

1. View Layout options. 2. Field Display options. 3. Field Attributes options. 4. View links.

Each section is marked out on the next page of this guide. We’re going to look at each section in detail.


1. View Layout

Use the View Layout area to organize data on the View. Here we can see Tabs listed. Tabs are pages located on the View, and each can hold different information. There are also options to add, remove, or move the Tabs.

Grid Columns

Grid Columns display data in a Table format, and

is the only required tab (page) in the View. The

Grid displays at the top of the View window. The

Grid displays a summary of all the Records

associated with the View.

Add Tab

Click the Add Tab button to add a Tab. Tabs allow

you to organize and display additional details in

the View. Tabs display record details. Tabs also

display at the bottom of the View window

(except for the Grid Columns tab, which takes up

the top of the View). Example: You can add a Tab

to display record details. When a User highlights

a record in the Grid, the details of that record can

display in the details panel of the View.

Remove Tab

When you select a Tab from the list, click the Remove Tab button to remove it.

Up/Down Arrow

When you select a Tab from the list, click the

Up/Down arrow to move where the tab displays

on the View window.


2. Field Display

This area displays the fields found in the selected View layout (e.g. Grid Columns or Detail Panel). For example, with the Grid Columns tab selected, you are able to see all the fields associated with the tab including Building Description and Building Code, among others. Every Tab is made up of the same columns, no matter the number or variance of fields located on it. Let’s look at the columns in the Field Display more closely:

1. Table

This column identifies the table where the

field is stored. There are many different

tables which store data in FM:Interact, and

each has a unique identifier.

• Example: B0 – Building or N0 –

Employee and Spaces

2. Field Code

This column identifies the database field

codes that the table uses to describe the field.

These are important if you utilize SQL

commands.

• Example: BLDGCODE or SITEDESC

3. Field Name

This column shows the field description that

will display to the User when they access the

View.

• Example: Building Code or Site

4. Data Type

This column lists the type of data that is

stored in the field. A detailed list of each type

of data is presented on the next page.

5. Up/Down

Once a field is highlighted, clicking the up or

down arrows will move the field up or down

in position in the list.


Char (C) – Character Field

Character fields may contain any combination of

letters, numbers, or punctuation, and can be

sorted alphanumerically.

Number (N) – Numeric

Use the Numeric fields to store values used in calculations. When establishing the length of the numeric, count decimals as part of the number’s length. For example, the number 123.56 has a length of six. Note: A field may contain numbers yet not be a numeric field because the number is not used in a calculation.

DateTime (D) – Date

Date fields contain a date in proper date format

as defined by the Web Server’s Windows

settings. The default format is: mm/dd/yyyy

followed by hh:mm:ss in 24 hour standard. If no

is entered, the system will automatically append

the midnight hour to the time field. Use this field

for date/time stamps.

Time (T) – Time

Time fields contain a time format as follows: hh:mm:ss in 24 hour standard. Use this field to designate lapsed time.

Date (A) – Date

Date fields contain a date in proper date format

as defined by the Web Server’s Windows

settings. The date field can sort from most

recent to least recent. It follows the mm/dd/yyyy

format.

UTC Date Time (U) – Universal Time Code

DateTime

The Universal Time Code (UTC) normalizes the

date time information stored in FM:Interact.

UTC is based on Greenwich Mean Time. The

system will automatically convert time enters in

EST, for example, to UTC time, which is 5 hours

ahead.

Memo (M) – Memo

Memo fields are large character fields that store

at least 2,000 bytes of text. The capacity of the

memo field depends on the database platform.

Use the memo field to display lengthy

descriptions, notes, or comments.

Logical (L) – Logical

Logical Fields test a true/false statement. Use

this one character field to enter a Yes or No (Y/N)

option, or create a checkbox that, when checked,

indicated a true (yes) response.

Currency (B) – Currency

The currency field is used for monetary values.

When naming the field, the name cannot exceed

nine characters. The system appends a tenth

character, a ‘T’, at the end of the file name.

When currency is selected as a field type, the

Field Width and Decimal fields automatically

populate.

• Field Width – The default width for

currency is 19.

• Decimal – The default decimal field for

currency is 4.

When the field Type Currency is selected, a new

Field Type is created that is read only.

• Field Type – Displays the currency field

type value (e.g. CURRT). This field

stores ISO currency symbols that are

used with the currency field.

• Field Width – This read only field

displays a default width of 5.

• Decimal – The read only field displays a

value of 0.

NChar (E or F) – Unicode Character

Stores Unicode characters. Unicode characters

are a list of every useful character type whether

it be mathematic symbols to glyphs to any sort

of punctuation.

NVarchar (H) – Variable Length Unicode

Character

Stores Unicode characters of various lengths.

Varchar (J) – Variable Character

Stores values of variable lengths from Characters

and Numeric values to Logical Expressions and

Dates.


3. Field Attributes

When a field in the Field Display area is selected,

details about the field and the attributes of the

field display in this area. The Administrator can

modify field behavior from here. We will look at

each part closely.

1. Field Label

The Field Label is what the User sees as the

field name while accessing the View.

2. Default Value

Use the Default Value option to populate

the field with a predetermined value. The

Default Value field also supports FMI

Variable. These variables populate the

selected field with information from the

User who has accessed the system. For

example, when a User logs in, the FMI

Variables pull the User’s email address and

phone number. The syntax for these

variables is presented here:

3. Display Expression

A Display Expression is simply a text

message you want to include on the View.

An ‘i’ icon displays next to the field, and

when the User hovers over the ‘i,’ the

Display Expression is revealed.

4. List Expression

The List Expression determines how values

in a drop-down list display on screen. For

example, Carpet;Wood;Tile are separated by

a semicolon (;). A User can then select from

this list of values.

5. Display Condition

Using commands, the Display Condition

hides a field until a certain condition is met.

For example, the syntax A0.SPACETYPE IN

(‘S-CONF’) will display the selected field

only if the Space type column in the View has

been set to Conference Room. More than

one condition can be selected.

6. Child Control

A Child Control displays relevant values

based on the parent selection. There are

only a few data relationships that support

the parent/child control. Example: In the

Space Management module, when you

select a building, only floors related to that

building display. The parent is the building

and the child control displays certain floors.

7. Value Required

When a checkmark displays, the User must

select or enter a value for that field.

8. Read Only Check to make the field read-only.

Syntax Variable

Description

_FMI_N0column

Any column from the N0 table for the current User. Example: FMI_N0EMPID

_FMI_A0column

Any column from the A0 table for the current User. Example: FMI_A0RMID

_FMI_TODAY

Current server date in mm/dd/yyyy format.


4. View Links

Each of these buttons has its own function that

will help you complete other changes to a View.

1. Options

Click to modify the types of actions a User

can complete on the View (e.g. Read/Edit).

Also, use the Options link to set filters that

allow for a subset of a View to display.

2. Save

Click to save any changes you have made to

a View.

3. Save As

Click to save the existing View with a

different View name.

4. Close

Click to close the Modify View page without

saving any changes.

5. View Definition

Click to review the table structure for this

View. Use this link to troubleshoot errors or

unexpected View behaviors.

Adding Fields to the Grid and the Tab

When you open the Modify View page, pay attention to the View layout. If the Grid Columns panel is highlighted, the fields are added to the Grid and NOT to the tab found in the detail panel. A good rule to follow is, whatever fields you have in the Grid, you should add to the Tab.


Activity 1: Modify Views– Part 1 The activities are each designed to address a

specific type of modification. If you choose, you

can make all the modifications at one time.

In Activity 1, you will:

• Add fields to a View and rename the

fields.

• Delete fields from a View.

• Add a help message for a field.

• Create Read Only fields.

• Add tabs to a View.

Only Administrators

You must have Administrator roles, privileges,

and permissions to edit the built-in modules. For

this activity, as with all activities in this guide,

you must log into FM:Interact as an

Administrator to have access to the

Administration node.

Activity 1, Part 1: Add Fields to a

View and Relabel the Fields on the

View At times, you may get a request to add a field to a View. Often you add fields to a View to provide easy access to additional details that can help a User make a quick decision. Note: Before you make changes, go to the Room Occupancy View to look at the View.

Add Fields

To improve the usability of the Room Occupancy View, as an Administrator you will add the following fields to the View.

In FM:Interact, navigate to System AdministrationManage ModulesBuilt-In ModulesSpace ManagementModify View to access the Modify View page.

Field Name Field Label

Fname First Name

Lname Last Name


Procedure: How to Add Fields to a View

1. From the Modify View page, at the Select a View to Modify field, select the View you want to add a field to, and click the OK button.

• Example: Room Occupants

• Result: The Modify View – Room

Occupants page displays.

2. Ensure that the Grid Columns View is

selected.

3. From the Add drop-down list, click

Field.

• Result: The Add Field pop-up

window displays.

4. Select the field you want to add to the

View, and click OK. Tip: Hold the Ctrl

key on your keyboard while selecting

multiple fields.

• Example: FNAME and LNAME

• Result: The Modify View window

displays again, with the new fields

at the bottom of the list.


5. Repeat steps 3 and 4 for the Tab –

“Occupant Information”. Click to select

the tab in the View Layout area.

Note: This is critical if you want the

User to edit or add data. The data is

entered into the system not though the

Grid Columns, but through the Tab

named Occupant Information.

6. Click to highlight the name of the field

you just added, and use the Up arrow

feature to move it to the desired

position.

Procedure: How to Rename Fields

1. Select the field you want to rename.

• Example: FNAME

• Result: The field is highlighted, and

the field details display.

2. In the Field Attributes area, locate the

Field Label field, and change the name.

• Example: Change FNAME to First

Name

3. Repeat steps 1 and 2 for the LNAME

field. LNAME Last Name

4. Click Save.

Note: This will only change the field name

in the Tab, not the Grid as well.

Result: The new fields with the appropriate

field labels now display in the User View.


Activity 1, Part 2: Delete Fields from

a View Over time, you may want to remove a field from a View. You can quickly and easily remove the field, however, remember that the data will still exist in the database if a field is removed. Only the visibility through the View will be removed. To improve the usability of the Room Occupants

View, you will delete the following fields from

the View:

• N0 ENAME Employee

• N0 TITLE Job Title

Note: Before you make changes, go to the Room

Occupants View to see how it appears before the

modifications.

In FM:Interact, navigate to System

AdministrationManage Modules

Built-In ModulesSpace Management

Modify View to access the Modify View

page.

Procedure: How to Delete a Field from a

View

1. From the Modify Page, in the Select a View to Modify list, select the View to modify. Click the OK button.




2. Select the field you want to delete from

the Field Display.

• Example: N0 ENAME


3. Click the Remove button.

• Result: The field is removed from

the View.

4. Repeat steps 2 and 3 for each field you

wish to remove.

• Example: N0 TITLE

5. Repeat steps 2 through 4 to ensure the

fields are removed from both the Grid

Columns and the Tab – “Occupant

Information.”

6. Click the Save button.

Navigate to the Room Occupants View, within

the Space Management module. Note that the

ENAME and TITLE fields are gone, and the

FNAME and LNAME fields are now present.


Activity 1, Part 3: Modifying the

Behavior of a Field As an FM:Interact Administrator, you may want

to control what a User can do with a field. You

can modify the behavior of a field by changing its

attributes. You modify the attributes of a field in

the Field Attributes section of the page.

In this activity, we will modify the Room

Occupants View by designating the Employee#

field as a read-only field.


Occupants View to see how it appears before

any modifications are made.





page.

Procedure: How to Modify the Behavior of

a Field

1. From the Select a View to Modify list,

select the View you want to modify.

Click the OK button.




2. In the View Layout section, click to

select Tab – “Occupant Information” to

ensure the changes are being made to

the correct Tab and not the Grid.


Note: you will not be able to make

these changes in the Grid.

3. Select the field you want to modify.

• Example: N0 EMPID Employee #

• Result: The field is highlighted, and

the field details display in the Field

Attributes area.

4. In the Field Attributes section, click to

ensure a checkmark appears in the

checkbox of the Display Only field.

• Result: A checkmark displays,

rendering the Employee # field

read-only.

5. Click the Save button to save changes

to the View.


Activity 1, Part 4: Create a Field

Display Expression (Help Message) A field expression is simply a help message that

displays next to a field. An ‘i’ icon displays next

to the field signifying a display expression exists

for that field.

Throughout the FM:Interact system, the term

‘Group’ is used to identify departments within an

organization. You will add a field expression to

provide an explanation to the User that ‘Group’

is synonymous with ‘Department.’








page.

Procedure: How to Add a Display

Expression







2. Select the Tab from the View Layout

section where you want to make the

changes.

• Example: Tab – “Occupant

Information”


3. From the Field Display section, select

the field you want to write a Display

Expression for.

• Example: N0 GROUP_

• Result: The field’s attributes display

in the Field Attributes section.

4. At the Display Expression field, type the

help message for this field.

• Example: Group and Department

are synonymous.

5. Click the Save button to save changes

to the field.

Navigate to the Room Occupants View within

the Space Management module. When a record

is selected, the field in the Detail Panel now

displays with an ‘i’ icon. When the User hovers

over the ‘i’, the help message displays.


Activity 1, Part 5: Add a Tab to a

View Use Tabs to organize and present fields that a

User can view and edit in the detail panel of a

View. Through the Tab, the User adds new

records, or modifies existing ones.

It is critical to have Tabs for data entry.

In this activity, you will add a new tab with fields

to the Room Occupants View. The new Tab will

be named ‘Activity’, and it will contain the

following fields:

• GROUP_ Group Code

• TITLE Job Title

• FNCODE Job Code

• SPCODE Space Standard








page.

Procedure: How to Add Tabs to a View







2. Click the Add Tab button.


• Result: A new Tab named Tab –

“Tab 2” is created, and a blank Field

Display is created where you can

add fields.

3. In the Tab Label field, type a name for

the new Tab.

• Example: Activity

4. From the Add drop-down list, click

Field.

• Result: The Add Field pop-up

window displays.

5. Select the fields you want to add to the

Tab.

• Example: GROUP_ Group Code

TITLE Job Title

FNCODE Job Code

SPCODE Space Standard

• Tip: Hold the Ctrl button while

selecting multiple fields at once.

6. Click the OK button.


Occupants page displays again.

7. Click the Save button to save the

changes to the View.

Navigate to the Room Occupants View in the

Space Management module to see the new Tab.

Click to select any record to View the new Tab.


Activity 2: Modify View – Part II As the FM:Interact Administrator, one of your primary responsibilities is the proper setup of the FM:Interact modules and the associated Views. This lesson introduces you to the Modify View functions as well as different types of modifications you can perform.

Objectives:

Upon completing this lesson you will be able to:

• Demonstrate how to use View options to: o Control the read/write access

to a View. o Rename a View. o Create Administrator only

views. o Filter Views.

About View Options





page. Select the Buildings View and click OK.

In the View Links section of the Modify View –

Buildings page, click the Options button. The

View Options pop-up window allows the

Administrator to refine how the User sees and

interacts with a View.

Let’s look at each section in more detail:

1. View Label

The description of the View found in the

navigation panel/tree.


2. Module Code

Identifies the module node where the View

displays.

3. Add/Edit/Delete Settings

Determines the actions that can be

performed in the View:

Read-Only: This View cannot have data added, edited, or deleted. Intended for browsing only. Modify – Read/Edit: This View allows reading and editing of existing data (cannot add or delete data in this View). Full – Read/Edit/Add/Delete: This View allows reading, editing, adding, and deleting of data. Add – Read/Edit/Add: This View allows reading, editing, and deleting of data (cannot add data). Delete – Read/Edit/Delete: This View allows reading, editing, and deleting data (cannot add data to this View). Insert Only – One Time Add: This View allows for one time addition of data, usually to a new View that needs to have its data populated. No Details – Read Only: This View does not have a Details Panel and only allows the User to View the Grid Columns.

4. FM:Interact View ID

Use this field to create a URL link to the View

from the HTML pages. Enter a two-letter

identification:

../scripts/fmiform.aspx>viewcode

=<two-letter View ID>

5. View Filter

Using SQL code, filters allow for a subset of a

View to display.

Example: You may want to see only rooms

found in Building 900 in the Room Update

View. To do this, you would use the

following expression: BLDGCODE=’900’.

6. Sorting Order

Using SQL code, Sort Order allows you to define the order by which fields will appear.

Example: You want the room update View to sort by building first, and then room. You would use the following expression: BLDGCODE, RMID.

7. Admin Only

Click the checkbox to display a checkmark if you want to make this View only available to the Administrator. For new Views, you will also need to set up permissions for the Administrator role.

8. OK Button

Click to save changes to the View options.

9. Cancel Button

Click to cancel the View options without

saving any changes.

10. Security Button

Click to launch the Edit Views Permissions

View. Through this View you make other

Views available to various FM:Interact roles.


Activity 2, Part 1: Creating a New

View from an Old One. Often you want to use an existing View as the

basis for a filtered View. It is important that you

maintain the original View, and so should create

a copy of the original View.

Scenario: You want to create a Floors/Drawings

View that is specific to a building.





page.

Procedure: Creating a New Specified View


choose the established View you wish

to use in creating a new View. Click OK.

• Example: Floors/Drawings

• Result: The Modify View –

Floors/Drawings displays.

2. From the View Links section of the

page, click the Save As button.

• Result: The Save View As window

pops-up.

3. In the Label for New View field, type

the name of the new View.

• Example: LA Parkway Dr.

Floors/Drawings

4. From the Module for New View list,

select the module you want to contain

the new View.

• Example: Q Space Management


5. Click OK.

• Result: The new View is saved and

you return to the Modify View page

for the new View (Modify View –

LA Parkway Dr. Floors/Drawings).

6. Click the Options button.

• Result: The View Options – LA

Parkway Dr. Floors/Drawings pop-

up window displays.

7. At the View Filter field, type the SQL

statement for the filter.

• Example: BLDGCODE=’502’

• Result: The filter says to only show

values associated with the Building

Code 502.

8. Click OK.

• Result: The filter is saved, and you

return to the Modify View page.


10. Click the Close button.

• Result: The new View is created

and can be accessed in the Space

Management module.

Note: The View is not available to Users until it is

permissioned. Views are permissioned in the

Manage Security node. This process will be

looked at later on.


Activity 2, Part 2: Rename a View

and Make it Read-Only You will modify the Job Codes View as follows:

• Rename the Label to ‘Test Job Codes’.

• Change the View to Read-Only.





page.

Procedure: How to Modify the

Add/Edit/Delete View Options


choose the View you wish to modify.

Click OK.

• Example: Job Codes.


• Result: The View Options – Job

Codes pop-up window displays.

3. In the View Label field, type the new

name for this View.

• Example: Test Job Codes

4. At the Module Code field, verify the

appropriate module is selected.

• Example: Q Space Management

• Note: This identifies where the

View can be accessed.


5. From the Add/Edit/Delete Settings

drop-down list, choose the correct

modification setting.

• Example: Read Only

6. Ensure that the Admin Only checkbox

does not have a checkmark within it.


• Result: The View Options are set

and you return to the modify View

page.


• Result: The View modifications are

saved.

To see the changes, you must sign out of

FM:Interact, and then sign back in.

With the previous actions completed, and the

proper security/permissions set, the User sees

the modified View. The Add and Edit buttons are

no longer available, and the name of the View

has changed to Test Job Codes.


Activity 2, Part 3: Create an

Administrator Only View The View Options window allows the

Administrator to refine how a User sees and

interacts with a View. This includes designating

views as Administrator only.

From the Space Management module, there is a

View called Admin – Employee Update View.

You will modify this View to make it an

Administrator only View.





page.

Procedure: How to Designate a View as

Administrator Only


select the View to modify. Click the OK

button.

• Example: Admin – Employee

Update View


• Result: The View Options – Admin

Employee Update View

3. Click to display a checkmark at the

Admin Only checkbox. Click OK.

4. From the Modify View page, click the

Save button.

To see the changes, you must log out and log

back in. If logging in as a User, you will not see

the View now.


Activity 3: Modify View – Part III

Modify Views Using Filters Filters are used to present a subset of data in a

View. In this activity, you will take an existing

View, save the View with a new name, and add

the appropriate filter.

Scenario: As the CEO of a company with

multiple sites and buildings, you realize there is

a need to use security settings and View filters to

control what your Space Planners can see. When

managing a building, the Space Planners will only

see information relevant to that building. We

will be using the LA Columbia Center in this

scenario.

In this activity, you will take existing Views and

create filtered Views specific to one of the

buildings. You will then create security groups

and roles specific to one building. Once the roles,

privileges, and permissions are established, you

will then create User credentials for each

Planner as well as a Director who can access

information from both sets of Views.





page.

Remember, to create Views from other

Views, we use the Save As button in the

View Options page. In this activity, we

will be accessing the: Buildings, NA Room

Association, and Floors/Drawings Views

and using the Save As function to create

copies of the Views.

The following table demonstrates the

workflow for copying an existing View and

using filters in order to create a new View:

Copy Existing View…

Save View As…

Command Statement

Meaning

LA Columbia Center Views

Building View LA Columbia Center Building

BLDGCODE=’160’ Filter data to only show information related to building code 160

Floors/Drawings View

LA Columbia Center Floors/ Drawings

BLDGCODE=’160’ Filter data to only show information related to building code 160

NA Room Association View

LA Columbia Center Room Association

BLDGRMID like ‘160%’

Filter data to show rooms that are in the building named “Columbia Center”


Procedure: How to Modify a View with a

Filter


select the first View and click OK.

• Example: Floors/Drawings

2. From the Modify View – Floors/

Drawings page, Click the Save As

button.

• Result: The Save View As page

displays.

3. In the Label for New View field, type

the name of the new View. .

• Example: LA Columbia Center

Floors/ Drawings

4. From the Module for New View list,

choose the module where the new

View will be located.

• Example: Space Management

5. Click OK.

• Result: The new View is saved and

you return to the Modify View page

for the new View (LA Columbia

Center Floors/ Drawings View).


Options button.

• Result: The View Options – LA

Columbia Center Floors/Drawings

pop-up window displays.


7. At the Add/Edit/Delete Settings field,

select the Full-Read/Edit/Add/Delete

option.

8. At the View Filter, type the filter

statement.

• Example: BLDGCODE=’160’



Save button.

• Result: The filtered View is saved.

11. Repeat steps 1 through 10 for each

View you need to create. Use the

details in the table at the beginning of

the activity to create the new Views.


Building and LA Columbia Center

Room Association.

The filtered Views are not available until the

Views are permissioned to a role. Later in the

activity guide, you will create new groups and

assign permissions to these newly created

Views.


Queries

Introduction

FM:Interact contains a vast amount of data that

can be used to make informed decisions about

your space.

Objectives

Upon completing this lesson, you will be able to:

• Define what a query is.

• Distinguish between a private and public

query.

• Build a query for use in FM:Interact.

Purpose

This lesson focuses on how to build queries.

Queries can be used to:

• Display results on a View in FM:Interact.

• Display results on a drawing visible to

FM:Interact Users (Graphic Views).

• Display results on a drawing in AutoCAD.

In this lesson, we will only look at displaying

results om a View in FM:Interact.

What is a Query? A query allows a User to search FM:Interact

tables using specific search criteria. Queries are

one of the many ways to navigate the

FM:Interact database.

Queries may include multiple criteria or

conditions that must be met in order for a result

to show. If the results meet the criteria, then the

results display.

It is important to know that Users execute

queries from within a View, and the results of the

query display in the View.

Public vs. Private Queries

FM:Interact Administrators create the queries

that will be most useful to Users. These types of

queries are called public, as they are available to

all Users in the system. A User, on the other

hand, creates a private query, as it is only

available to that User.

Examples of queries include:

• Vacant Office Space

• Vacant Workstations

• Conference Rooms w/ Capacity of 25 to

50 People

• Rooms w/ Square Footage Over 100

Query Operands: When building queries, you

use common math operators to create the

criteria statement:

• < Less Than

• > Greater Than

• <= Less Than or Equal to

• >= Greater than or Equal to

• <> Not Equal to

• = Equal to

• AND/OR

Tables and fields: Queries are created from the

database tables and fields associated with each

table. Key tables in FM:Interact include:

• LS – Sites

• B0 - Buildings

• L0 – Floors

• A0 – Space Inventory

• T0 – Space Type

• N0 – Employee & Space

• G0 – Groups

• J0 – Job Codes

• S0 – Space Standards

Note: To effectively build queries, you will need

to become familiar with the tables in

FM:Interact.


Building a Simple Query in

FM:Interact A simple query contains minimal criteria. A

simple query equation has the following

components:

1. A field from a table.

2. A mathematical operator.

3. A value to finish the query (Could be

another field, or could be a numeric

value).

Example Query Equations

Below are examples of simple equations and

what results will display when the query is

executed:

Equation 1:

A0.Groups=Omegasoft

This query will return records where the group

(department) is Omegasoft. Only those records

that identify their Group Code as Omegasoft will

display.

Equation 2:

A0.Groups<>Omegasoft

This query will return records where the Group

does not equal Omegasoft. All other

departments will display.

Equation 3:

N0.OCC=0

This query will return records where the

occupancy of a space is zero. Use this query to

locate vacant space.

Building a Query with Multiple

Criteria FM:Interact supports multiple criteria in a query

statement. This allows you to search for data

that matches multiple requirements. A multiple

criteria equation has the following components:

1. May have multiple fields from a table.

2. A mathematical operator.

3. A value to finish the query (Could be

another field, or could be a numeric

value).

4. An AND or OR function.

Example Query Equations

Below are examples of multiple criteria

equations and what results will display when the

query is executed.

Equation 1:

A0.Buildings=100 AND

A0.Groups=Omegasoft

This query will return records for Building 100

where the Group is Omegasoft. Use this query if

you want to isolate a Department’s space in a

particular building.

Equation 2:

A0.Building=500 AND A0.Spacetype=S-

Conf AND N0.Capacity<=50

This query will return records that identify

conference rooms in building 500 where the

capacity of the room is less than or equal to 50

people. Appropriate capacity information has to

be entered in AutoCAD during the defining and

tagging process if you want this query to work.


About Creating a New Query for

FM:Interact Before you build a query, take a moment to think

about what you want to accomplish and write

down the expression. You should be familiar

with the field names stored in your tables to

select the appropriate fields for your query.


AdministrationConfigure Data

DictionarySearch SettingsSaved

Queries to access the Modify Saved Query

for page. From the drop-down list, choose A0

Space Inventory.

You use this page to create, modify, and delete

queries for a selected View. To the right is an

image of the query page for the A0 Space

Inventory table. We will look at each field in

detail on the next page.


1. Table drop-down field: From the drop-

down list, select the table that contains

the fields you plan to use for the query.

2. Saved Query drop-down list: Allows you to select an existing query. If/When you do this, the query criteria displays in the Query Expression field. You can use the Saved Query option to expand on a query and save it as a new one.

3. Query Expression field: As you review, build, or modify a query, the expression will display here.

4. Expand the query with AND: Joins two or more criteria in the query with the expression AND. The AND operator can help limit the results of a query.

5. Expand the query with OR: Joins two or more criteria in the query with the expression OR. The OR operator can help to expand the results of query by broadening the search.

6. Define a new query: Click to begin to build a new query for the selected View.

7. Change query label: Change the name of the query. The name displays in the Query drop-down list that a User sees on the View.

8. Delete query: Once you select a query, click Delete Query button to delete the query from the list of available queries.

9. Save As new query: Use to copy an existing query that you can modify for another use.

10. Test Query: Click to run the selected query and review the results.

11. Save: Click to save the new or modified query

12. Cancel: Click Cancel to exit without saving any changes to the query.


Activity 4: Queries

Activity 4, Part 1: Build a Simple

Query to Identify Vacant Space In this activity, you will create a simple query to

identify vacant space.

Scenario: You want to create a query to identify

vacant space throughout your real estate

portfolio. You will create the query for the Room

List View. As a challenge, try to write down what

you think the query should look like before

starting the activity’s procedure.





for page.

Procedure: How to Create a Query to Show

Vacant Space

1. From the Table drop-down list, select

the appropriate table.

• Example: A0 Space Inventory

2. Click the Define a new query button.

• Result: The system prompts you to

name the new query.

3. Type the name of the new query, and

click the OK button.

• Example: Vacant Space

• Result: The A0 Field Picker window

displays.


4. From the A0 Field Picker pop-up

window, select the field that represents

the criteria you are going to use for the

query, and then click OK.

• Example: OCC Occupancy

• Result: The Find pop-up window

displays. The Find window is where

you build the rest of the equation

for the query.

5. Select the operator for the equation

from the Equivalency column.

• Example: <

6. In the Value field, type the value to

complete the equation.

• Example: 0

7. Click OK.

• Result: The Modify Saved Query

for window displays again with the

new expression in the Query

Expression field.


8. From the Query Expression field,

update the equation manually to look

like this: A0.OCC < A0.Capacity

• Note: You can edit and type within

the Query Expression field.

9. Click the Test Query button.

• Result: The system presents back a

summary of the number of records

that match the criteria.


• Result: The query is saved.

• Result: The system presents a

message asking if you want to save

the query as a Public Query.

11. Click to display a checkmark in the

checkbox to save the query as a Public

Query. Click Save.

From the Space Management module, access

the Room List View, and execute the query just

created.

If the User executes the query, he/she will see a

list of records where occupancy is less than

capacity, indicating a vacancy.


Activity 4, Part 2: Build a Query

with Multiple Criteria In this activity, you will create a query to

identify vacant offices and workstations in

Building 900.

The criteria that will be included in this query

will be:

• Only in Building 900

(BLDGCODE=’900’).

• Vacant offices (SPACETYPE=’P-

OFFC’).

• Vacant Workstations (SPACETYPE=’P-

WKS’).

• The query will also include expanding

the expression with AND and also OR.





for page.

Procedure: How to Create a Query with

Multiple Criteria

1. From the Table drop-down list, select

the appropriate table.

• Example: A0 Space Inventory

2. Click the Define a new query button.

• Result: The system prompts you to

name the new query.

3. Type the name of the new query, and

click OK.

• Example: Vacancies in 900


displays.

4. From the A0 Field Picker window, select

the field that represents the criteria you

are using for the query, and click the OK

button.

• Example: BLDGCODE Bldg


displays.

5. Select the operator for the equation.

• Example: =

6. From the Value drop-down list, select

the building code for the criteria.

• Example: 900 Western

Headquarters

7. Click OK.


for window displays again, with the

Query Expression field filled with

the first expression.

8. Click the Expand the query with AND

button.


the field that represents the next set of

criteria for your query. Click OK.

• Example: SPACETYPE Space Type

• Result: The Find window displays.


• Example: =


the space type that meets the criteria.

• Example: P-OFFC Office

12. Click OK.


for window displays again.

13. Click the Expand the query with OR

button.


displays.




• Example: SPACETYPE Space Type


displays.


• Example: =


the space type that meets the criteria,

and click OK.

• Example: P-WKS Workstation

17. Click the Expand the query with OR

button.


displays.




• Example: OCC Occupancy


displays.


• Example: <

20. From the Value field, type the value

that completes the criteria. Click OK.

• Example: 0



for page displays again, with the

Query Expression field completed.


change the last expression so that the 0

becomes A0.Capacity.

• Result: The last expression now

reads: A0.OCC<A0.Capacity


update the equation to set off the

space types in parenthesis.

• Example: A0.BLDGCODE=’900’

AND (A0.SPACETYPE=’P-OFFC’

OR A0.SPACETYPE-‘P-WKS’)

AND A0.OCC<A0.Capacity

23. Click the Test Query button.

• Result: The system presents back a

summary of the number of records

that match the criteria.


• Result: The query is saved.

• Result: The system presents a

message asking if you want to save

the query as a Public Query.

12. Click to display a checkmark in the

checkbox to save the query as a Public

Query. Click Save.

From the Space Management module, access

the Room List View, and execute the query just

created.

If the User executes the query, he/she will see a

list of records that match the criteria.


Using Security to Control the User

Experience You can use the Security controls in FM:Interact

to manage the User experience. During the

initial installation, consultants from FM:Systems

create the security setup you will use.

Objectives

Upon completing this lesson, you will be able to:

• Define key security concepts.

• Differentiate between a Security Group

and a Security Role.

• Create a Security Group.

• Create a Role.

• Establish permissions for a Role.

• Create new Users.

• Assign Users to Groups.

• Set general Power Users.

• Distinguish between the capabilities of a

Power User vs. a General User.

Security Definitions and Concepts System security ensures the right roles have

access to the right information within

FM:Interact. Proper security allows Users to

access what they need to do their jobs without

accessing other areas of the system. Before we

move forward, we will need to define a few

general concepts.

Security Group

A Security Group is a “container” that holds

FM:Interact Users. Users are assigned to a

Security Group.

Security Role

A Role is a “container” that holds the privileges

and permissions that allow for the completion of

certain tasks and activities in FM:Interact.

Group/Role Mapping

The mapping process associates Roles with

Groups. Anyone assigned to a Security Group

can perform the tasks of all the Roles mapped to

that group.

Page Permissions

Page Permissions outline the tasks and activities

that can be assigned to a role including defining

what displays in the Navigation Tree.


AdministrationManage Security to

access the Manage Security nodes.


The Process of Setting Up Security

Internal to FM:Interact System security ensures the right roles have

access to the right information within

FM:Interact. Proper security allows Users to

access what they need to do their jobs without

accessing other areas of the system.

Post implementation, the FM:Interact

Administrator maintains system security.

The Process of Setting up Security

It’s okay if you don’t understand each step yet.

You can come back and review this table after

the activity.

Stage

Security

Security Groups

1 The Administrator creates a new security group.

Roles

2 The Administrator creates roles.

3 The Administrator determines the role’s home page ranking.

Permissions (System Permissions)

4 The Administrator permissions to the role system. Permissions include:

• Privileges

• Modules

• Views

• Sites

• Etc.

Permissions (Sitemap)

5 The Administrator assigns the role access to modules and nodes on the Navigation Tree.

Group/Role Mapping

6 The Administrator maps FM:Interact roles to a security group through the Group/Role Mapping function.

Users

7 The Administrator assigns Users to Security Groups.

8 If appropriate, the Administrator assigns power User rights to a User.


Power Users Power Users have specific rights and privileges in

the system. Power Users are designated based

on the licensing agreement established between

your organization and FM:Systems.


AdministrationManage Security

UsersUser List to access the User List

View.

About the Power User Role

When an organization purchases the FM:Interact

software, licenses are also purchased. Licenses

include Power Users for each FM:Interact

module. We are going to look at each type of

Power User.

System Administration Power User

This Power User has the rights to perform any

task that is listed under the System

Administration node of the Navigation Tree. This

Power User SHOULD NOT have the right to Add,

Edit, or Delete individual View, unless granted

rights as a General User.

General User

This Power User has the rights to Add, Edit, and

Delete any User Views and system Views that

he/she has privileges to access. This Power User

does not have access to the System

Administration functions of the system.

Space Management Power User

This Power User has the rights to Add, Edit, or

Delete rows in the following tables:

• Building (B0)

• Floors (L0)

• Groups (G0)

• Space Types (T0)

• Space Standards (S0)

• Space Inventory (A0)

Real Estate Portfolio Management Power User

This Power User has the rights to Add, Edit, or


• Building (B0)

• Leases (C0)

Asset Management Power User



• Inventory Tables

• Asset Catalog Table

Project Management Power User



• Contracts (PC)

• Invoices (PI)

• Team Members (PT)

• Project Managers (PM)

• Phases (PA)

Move Management Power User

This Power User has the rights to Post, Lock, and

Unlock moves.

Facility Maintenance Supervisor Power User

This Power User has the rights to Dispatch,

Archive, and Close Work Orders. This Power

User can also Add, Edit, and Delete from the

Work Breakout Table (SB).

Facility Maintenance Technician Power User

This Power User can Add, Edit, and Delete rows

from the Work Breakout Table (SB).


Power User: Privileges and Permissions

There are a few rules to understand how the

Power User role is implemented.

1. A User must be associated with a role

that has the security privileges and

permissions already set up to match a

certain Power User’s rights and

privileges.

2. A User must be identified as a Power

User to perform the functions of a Power

User.

Example: There is a Security Group called Space

Admin. The Role mapped to this Security Group

is called Space Czar. The Space Czar Role has the

following privileges and permissions: the ability

to Add, Edit, and Delete rows in the following

tables:

• Building (B0)

• Floors (L0)

• Groups (G0)

• Space Types (T0)

• Space Standards (S0)

• Space Table (A0)

These privileges and permissions match the

rights of a Space Management Power User.

There are two Users in the Space Admin security

group:

• Pete Maverick

• Don Draper

Since the Space Czar Role is mapped to the Space

Admin Security Group, these two Users have the

privileges and permissions of the Space Czar

Role.

As the FM:Interact Administrator, you identify

Don Draper as a member of the Space Admin

Security Group as well as the Space Management

Power User Role. Don will be able to execute the

privileges and permissions of a Space

Management Power User. Peter Maverick will

NOT be able to perform the functions of a Space

Management Power User because Pete has not

be designated as a Power User.

Power User and Site License

When implementing a Site License model, grant

all Users a Power User Role. This way, you can

then focus on assigning the appropriate

privileges and permissions to the FM:Interact

Roles.


Activity 5: Managing the User

Experience through Security Previously you created queries in order to filter

Views for the LA Columbia Center building. Now

you will use security features to further control

how the Space Planner Role interacts with the

system.

Types of Activities

There are a series of steps you complete to

create new Security Groups, Roles, and Filtered

Views. In this activity, you will:

1. Create a new Security Group for LA

Columbia Center.

2. Create a new Role for LA Columbia

Center.

3. Assign Privileges and Permissions to the

Role based on the building the Role

supports.

4. Create the Navigation Tree for the new

Role.

5. Map the Role to a Security Group.

6. Create a New User.

7. Assign the new User to the appropriate

Security Group.

8. Designate Power User assignments to

the Role.

Only Administrators

Remember, you must have Administrator roles,

privileges, and permissions to create, modify, or

delete security settings in FM:Interact.

You must log into FM:Interact as an

Administrator to complete this activity.

Activity 5, Part 1: Create a New

Security Group In FM:Interact, navigate to System


Security GroupsSecurity Group

List to access the Security Group List page.

Procedure: How to Create a New Security

Group

1. Click the New Security Group button.

• Result: The New Security Group

page displays.

2. In the Group field, type the name for

the new Security Group.



• Result: The new Security Group is

saved.



FM:Interact Role You use the Role List to see the FM:Interact

Roles and associated privileges. As the

FM:Interact Administrator, your primary

responsibility is to ensure you have:

• The necessary FM:Interact Roles

defined in the system.

• Associated the Role(s) to the

appropriate group.

• Granted the appropriate privileges and

permissions to the Role.

• Designated Power Users where

appropriate.



RolesRole List to access the Role List

View.

Procedure: How to Create a New

FM:Interact Role

1. Click the New Role button.

• Result: The Name and Description

page displays.

2. In the Name field, type the name for

the new Role.

• Example: LA Columbia Center Space

Planner

3. In the Description field, type a

description of the new Role.

• Example: Type a description for the

LA Columbia Center Space Planner.


4. Click OK.

• Result: The Role Information page

displays.

5. Click the Rank and Home Page link.

• Result: The Role Rank and Home

Page page displays.

6. At the Ranking field, type 1000.

7. Click OK.

• Result: The Role rank is saved, and

you return to the Role Information

page.

Activity 5, Part 3: Setting a Role’s

Content Privileges In FM:Interact, navigate to System


PermissionsPrivileges to access the

Privilege Permissions page.

Procedure: How to Assign Privileges to a

Role

1. From the Privilege Type drop-down,

select Content.

• Result: A list of content privileges

displays.

2. Click the checkbox next to the

privilege(s) that you want to associate

with the role.

• Example: Upload Documents,

Publish Drawings, Edit Info View

3. Click the Edit Security button.

• Result: The Edit Privilege

Permissions page displays.


4. Click the checkbox to display a

checkmark next to the role(s) that you

want to to assign these privileges to.


Planner


• Result: The system displays the

updated privileges assigned to the

role(s) on the Privilege Permissions

page.


Module Privileges In FM:Interact, navigate to System


PermissionsModules to access the

Module Permissions page.

Procedure: How to Assign Modules to a

Role

1. Click the checkbox next to the module

that you want to associate with the

role.



• Result: The Edit Module


3. Click to display a checkmark next to the

role(s) that you want to have access to

the selected module.


Planner

4. Click OK.

• Result: The Module Permissions

page updates with the new Role(s)

added.



View Privileges In this activity, you will assign access to specific

FM:Interact Views.



Permissions Views (Pages) to access

the Views Permissions page.

Procedure: How to Assign Views (Pages) to

a Role

1. From the Module drop-down list, select

the module that contains the Views you

wish to permission.



Views that you wish to associate with

the role.


Building, LA Columbia Center

Floors/Drawings, and LA Columbia

Center Room Association


• Result: The Edit Views Permissions

page displays.


roles that you want to associate with

this page, and click OK.


Planner

• Result: The Views Permissions page

displays with the updated Role.



Graphic View Privileges In this activity, you will assign access to specific

FM:Interact Graphic Views.



PermissionsGraphic Views to access

the Graphic View Permissions page.

Procedure: How to assign Graphic Views

to a Role

1. Click the checkbox at the top of the

Graphic View Permissions page to

select all Graphic Views.

• Result: All Graphic Views are

selected.


• Result: The Edit Graphic View

Permissions View displays.


Role(s) you want to associate with the

Graphic Views.


Planner

4. Click OK.

• Result: The Graphic View

Permissions View updates with the

added Role.



Report Privileges In this activity, you will assign access to specific

FM:Interact reports.



PermissionsReports to access the

Report Permissions page.

Procedure: How to Assign Reports to a

Role

1. From the Module drop-down list, select

the module that contains the reports

you wish to permission.


• Result: A list of reports within the

selected module display.

2. Click the checkbox next to the reports

that you wish to permission.

Example: 2.01 Space Analysis by

Building, 2.03 Departments by Building,

2.03 Space Chargeback Report, and 2.05

Space Allocation by Department


• Result: The Edit Report Permissions

page displays.


Role(s) you want to associate with the

reports.


Planner

5. Click OK.

• Result: The Report Permissions

page updates with the new Role.



Navigation Tree Options In this activity, you will define the Navigation

Tree as seen by a person in the LA Columbia

Center Space Planner Role. For each Role, the

FM:Interact Administrator defines what displays

in the Role’s FM:Interact Navigation Tree.



PermissionsSite Map(Menu) to access

the Site Map Permissions page.

Procedure: How to Set a Role’s Navigation

Tree

1. Click the checkbox next to each node

you want to associate with the role.

• Example: Root, Home, Search,

Space Management, and Help

• Result: Every node gets a

checkmark when you select Root.

Go through and deselect each

module you do not want to appear

for the Role.


• Result: The Edit Site Map


3. Click the checkbox next to the roles that

you want to associate with the site.


Planner


• Result: The Navigation Tree options

are saved.


Activity 5, Part 9: Complete the

Group/Role Mapping In this activity, you will assign the Role you have

created to the appropriate Security Group.



Security GroupsGroup/Role Mapping

to access the Group/Role Mapping View.

Procedure: How to Assign a Role to a

Group

1. Click the Edit button next to the Group

you want to associate the new Role

with.


• Result: The Edit Role Assignment

page displays.

2. Click the checkbox next to the Role(s)

you want to associate with the selected

Group.


Planner

3. Click the Update button.

• Result: The Edit Role Assignment

page closes and the Role displays

associated to the selected Group.



User for the Security Group As an FM:Interact Administrator, you can add

new Users to FM:Interact.

Caution! You can only add Users to FM:Interact

if you use FM:Interact’s internal security.



UsersUser List to access the User List

page.

For this activity, you will create a new User in the

Security Group of the LA Columbia Center.

Procedure: Create New Users

1. Click the Create new User button.

• Result: The Create User page

displays.

2. Fill out the new User information by

referencing the image on the right.

3. Click the Next button.

• Result: The User page displays.

4. From the Groups list, select the Security

Group the User will belong to.


5. From the Power User list, choose the

type of Power User to be associated

with this User.

• Example: General User.

6. Click OK.

• Result: The new User is assigned to

the appropriate Security Group with

the appropriate Power User

abilities.


Activity 5, Part 11: Test The New

User To test your security setup, log into the training

system with the following credentials:

User Name: LColumbia

Password: fms

Answer the following question:

Go to the LA Columbia Center Room Association

View. Do you have Add/Edit/Delete

capabilities?

The answer should be yes.