ft 8 admin manual

8/9/2019 FT 8 Admin Manual

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Administrator

www.ambersoft.net


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Contents

Login to FingerTips .............................................................................................................................. 3

1.0 User Management ........................................................................................................................ 5

1.1 Import Active Directory Users ................................................................................................... 5

1.2 Creating a new user .................................................................................................................. 9

1.3 Editing properties of a user ..................................................................................................... 13

1.4 Deleting a user ........................................................................................................................ 17

1.5 Database Ownership ............................................................................................................... 18

2.0 Settings ........................................................................................................................................ 20

2.1 Changing Administrator password .......................................................................................... 20

2.2 Change Skin ............................................................................................................................. 21

3.0 Reporting for Administrator ....................................................................................................... 22

3.1 Login/Logout Reporting .......................................................................................................... 23

3.2 File Reporting .......................................................................................................................... 24

3.3 Cabinet Reporting ................................................................................................................... 25

4.0 Purge Records ............................................................................................................................. 26

5.0 Settings ........................................................................................................................................ 28

6.0 Shared Files ................................................................................................................................. 30

7.0 Allowed IPs................................................................................................................................. 32

8.0 Logout ......................................................................................................................................... 36


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Login to FingerTips

Figure 1: FingerTips Login Page

Open the application by going to your web browser, provide the URL given and you

will be redirected to FingerTips 8 web page (refer to Figure 1)


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Figure 2: Main Administrator Interface

Functions on administrator interface are:

1. User Management2. Change Password3. Change Skin4. Purge Records

5. Settings6. Shared files7. Allowed IPs8. Report9. Settings10. Logout

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1 0 User Management

By default, upon logging into FingerTips, administrator will be redirected on User

Management page

First of all, we will look at the Import AD Users function

1.1 Import Active Directory Users

Fingertips integrate with any organizations Active Directory. This feature will

eliminate the need to have a separate ID for different application

Active Directory (AD) users may use their AD username and password to sign in to

FingerTips. Administrator must include the server path and user's existing username

and password to create a new user on FingerTips (refer to Figure 3)

With the single sign on function, user's data in the Windows server and FingerTips

server will integrate.


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Figure 3: Import Active Directory User

Figure 5: Import Active Directory User

Step 1: Click Import AD Users (refer to Figure 5)

Step 2: Enter all the credentials for AD users including server path and existing AD

username and password.

Step 3: Click Search


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Step 4:Select user you want to import and click Import. For example, we import the

user nabeel

Step 5:You will no longer see the imported username and you will get the message

of the user successfully imported.


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Step 6:Users you have imported will have the details as above and you can add or

edit the properties and click Update to Save. AD users will need to login FingerTips 8

using their AD username and password.


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1.2 Creating a new user

To create a new user in FingerTips, administrator will need to click the Add

User button next to Import AD Users button.

Step 1:Select Add User button from the menu bar (refer to Figure 6)

Figure 6: Add user

Step 2: Enter the user name and password desired. (Refer to Figure 7)

Figure 7: Creating a new user

Note that User Name, Password, Confirm Password and Email ID are compulsory.


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Step 3: Assign the grouping for user.

(i) Adding a group

Adding a group name must be done when adding a user.

Figure 8: Adding a new group

Write the new group name, and click Add after you have finish filling in the details.

Figure 9: Adding a new group name


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(ii) Grouping a user

Select any existing group from the list or unassigned by default. (Refer to Figure 10)

Figure 10: Selecting a group for user

Step 4:Assign user type

(iii) Assigning User Type

Administrator has to determine the user type in the process of creating a new user

(Refer Figure 11)

Figure 11: Selecting a user type

Choose any from Database Admin or Guest. User assignment can be changed later.


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Step 5: Enabling/Disabling Report Creation

Enabling or disabling report creation can be determined by administrator. Disabling

report creation will restrict user from creating a dynamic report (Refer to Figure 12)

Figure 12: Enabling/Disabling Report Creation

Step 6: Enabling/disabling Office Assistant

When this option is checked, the Database creates by the OA Admin user can be

view inside the Konica Minolta MFP panel.

Step 6: Check on Office Assistant checkbox

Figure 13: Adding Office Assistant function


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1.3 Editing properties of a user

Properties of a user still can be altered according to user's current need by clicking

the green edit user button on user management page (refer to Figure 14)

Figure 14: Edit User Properties

Step 1: Select a user (refer to Figure 15)

Step 2: Click the green edit button (refer to Figure 15)

Figure 15: Edit User Properties

Users account properties that can be modified including:

Step 1 Step 2


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1.3 (i) Changin g username

Highlight the username, enter new username, when done click Update. (Refer to

Figure 16)

Figure 16: Change Username

Note that when a username is changed, it will not affect the contents of users

account.

1.3 (i i) Reset user passwo rd

Figure 17: Reset Password

Ste 2

Step 1


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By default, when Reset Password button is clicked, selected user password will be

reset to Password(refer to Figure 18)

Figure 18: Successful password reset

User password can be changed again by users themselves at User account settings.

1.3 (i ii ) Change user g rou p

Highlight group name and enter new group name or select any from the existing

group name, and click Update (refer to Figure 19)

Figure 19: Change user group

Step 1

Step 2


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1.3 (iv) Chang e user ty pe

Choose from Database Admin or Guest and click Update (refer to Figure 20)

Figure 20: Change user type

1.3 (v) Viewer Typ e

Choose which viewer user should use in FingerTips (refer to Figure 21)

Figure 21

Step 1

Step 2

Step 1

Step 2


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1.3 (vi) Enabl ing/disabl ing Report Creat ion and Off ice Assistant

Check or uncheck the option to enable or disable these functions and click Update

(refer to Figure 22)

Figure 22: Enabling/Disabling Report Creation and Office Assistant

1.4 Deleting a userDeletion of a user can be done by clicking the red delete user button on user

management page (refer to Figure 23)

Figure 23: Deleting a user

Select a user and click delete button (refer to Figure 24)

Figure 24: Deleting a user

System will prompt for confirmation (refer to Figure 25)

Figure 25: Confirm user deletion

Step 1

Step 2

Step 1: Select a

user Step 2: ClickDelete button


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1.5 Database Ownership

Figure 26: Set Database ownership

Database Ownership function is used when a database owner would like to changethe ownership of the database to other user (refer to Figure 26)

Step 1: Select a user from list in User Management page

Step 2: Click Database Ownership

Step 3: A new pane showing database name, current owner and new owner will

appear.

(i) Select cabinets for allocation (refer to Figure 27)

Figure 27: Select new owner for selected database

Step (i)

Step (ii)


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(ii) Select the new owner for respective cabinets

Step 4: Click Apply when done (refer to Figure 28)

Figure 28: Apply changes to database ownership


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2 0 Settings

2.1 Changing Administrator password

Figure 28: Change Administrator Password

Input all credentials and click Confirm when done. (Refer to Figure 29)


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2.2 Change Skin

Figure 30: Changing FingerTips Layout

Change Skin function allows administrator to change the theme of FingerTips based

on their preference (refer to Figure 30)


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3 0 Reporting for Administrator

Administrators are able to produce reports in various fields in FingerTips. Report

function button is located at the top of the system.

Click on Report on Main Admin Interface (refer to Figure 31 & 32)

Figure 31: Report creation for administrator

Figure 32: Report page

There are 3 types of report that can be generated for administrators;


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3.1 Login/Logout Reporting

Figure 33: Login/Logout Report

Step 1: User need to select User Group, User, Date From and Date To (refer toFigure 33)

Step 2: Click View Report (refer to Figure 34)

Figure 34: Report Output Page

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Legend:

1) The time and date of when the report is generated will be shown.

2) User can navigate through pages of report with this arrow button

3) Administrator may save the report into their machine by exporting the report. Thereport also can be saved in many formats.

Figure 35: Import report to various formats

After selecting the required format type, click Export (refer to Figure 35)Other report options

Refresh - To refresh report results

Print PreviewTo view report in print preview

PrintTo print report

3.2 File Reporting

File reporting is used for tracking files activities such as checking-in files into

cabinets (refer to Figure 36)

Figure 36: File Reporting

Step 1: User need to select User Group, User, Database, Date From and Date To.

Step 2: Click View Report (refer to Figure 37)


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Output Example

Figure 37: Report Output Page

3.3 Cabinet Reporting

Several reports can be tracked by producing this report including creating, modifying

and deleting databases together with the date and time.

Figure 38: Cabinet Report

Step 1: User need to select Operation (Refer to Figure 39)

Figure 39: Select an operation to be reported


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Step 2: Select Date From and Date To.

Step 2: Click View Report.

Output Example (Refer to Figure 40)

Figure 40: Report output page

4 0 Purge Records

Purge Records is a function to delete any

audit trail from within a selected timeline.

This function is available only in Admin

module.

Admin may select a Date From and Date

To and admin can delete all records in

between these dates.


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Now we will look at the way to purge the records.

Step 1: Click on Purge Records button

Sample of output.

Step 2: Select a Date From

and Date To of the audit trail

records you want to delete.

Step 3: Once all the records

have been displayed, click

Purge Records to delete the

records.


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5 0 Settings

There are three function settings available in Settings section

1. SMTP Settings

Set email address for administrator account. This email address will be used for

sending out email from FingerTips. Email options can be found in Share File and

Email File option in FingerTips.

On top of the Purge

Records button, you can

see the number of files in

between the selected

dates.


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2. File Share Default Email

This section is for administrator to add pre-written template which will be used in File

Share option in FingerTips. User will have the option to use the system template or

add in their custom message during file sharing.

Above template will be

displayed here.


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3. Advance Cabinet Security via IP

This powerful tool enable administrator to control the access for selected cabinet so

it can only be accessed by the IP address set by the administrator.

Once the Enable IP Cabinet Security checkbox is checked, admin will see another

function button called Allowed IPs on the menu list.

6 0 Shared Files

In Shared Files section,

administrator can view the list of

files shared by all FingerTips user.


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Information available for administrator in this section including shared files file path,

type of user selected for file sharing (FingerTips User, Public on the web or Public on

the web with password protection), Template used, whether it is System Message

(Preset template) or Custom Message, Template value, Email ID with Sender andrecipient value.


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Step 2: Select cabinet by checking

the checkbox and click Select.

Note that Cabinets are arranged

according to alphabetical order.

Step 3: You will see this

message once your selected

cabinets has been successfully

added.


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You will see the

selected cabinets

here


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Step 3: Add the IP

address here and

click the Add

button.

Step 4: First click ona cabinet name and

then check the IP

address you want

to permit. Finally

click Save.


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8 0 Logout

To log out from FingerTips system, click the Logout button on the home screen.

This message indicatesthat your settings has been

successfully saved.

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