SYSPRO Ribbon bar > Administration

Administration

You use the Administration function on the ribbon bar to perform more advanced tasks within SYSPRO ranging from diagnostics and data integrity to managing customization and roles.

Administration

Field Icon Description
Reindex Files

Maintains the integrity of your SYSPRO files.
Logout Users

Identifies who is accessing the system, what programs are currently running and to log users out from the system.
Company Calendar

View a traditional monthly calendar from which date selections can be made and passed through to SYSPRO programs.
Automation Design

Indicates which programs you want to run automatically as well as defining the default values to use when these programs are run.
System-wide Personalization

Defines system-wide options applicable to the SYSPRO workspace for all companies.
Diagnostics

Diagnostic tools to help troubleshoot problems.
  Diagnostics Manager Decide when checks must be performed as well as configures the system to fix some problems automatically.
  Show Events Window Trace all events that occur in the normal running of SYSPRO and output a debug file.

Customization

Field Icon Description
Design UI Layouts

Pre-configure and control the user interface that is presented to a SYSPRO operator. The Role layout design option must be enabled against the operator (Operators).
Design Menus

Design menus by role, company, group, operator, or system-wide. These menus are shown in the Navigation Pane.
Customize Task Dialogs

Customize task dialogs system-wide, by company or by operator.
Design Flow Graphs

Design flow graphs for roles.

See Activity considerations in Notes and warnings.

Customization Management

View and manage various customization layouts applied to operator roles within SYSPRO.
Role Management

Configure and maintain settings for operator roles.
Application Builder

Create your own SYSPRO applications using only customized panes.
Customization Tools

Tools that help you manage the customization of SYSPRO.
  Field Properties for All Forms Define properties for selected fields across all forms.
  XAML Markup Editor Open the XAML editor. Here you can view a preview of your XAML code before applying or deploying it.
  Hyperlinks and Exceptions Customize hyperlinks and exceptions.
  Themes for Browser Queries Define or modify the CSS (cascading style sheet) theme to be applied to queries.
  Global Login/Logout VBScript Define a VBScript action that will be executed whenever any operator logs in or out of SYSPRO.
  Upload Files to the Server  
Search Windows

Create your own search windows for key fields instead of using the traditional browse programs.
Event Management

Configure events that you want to monitor within SYSPRO as they occur.
Trigger Programs

Invoke third-party applications (developed in an appropriate language) when a particular trigger is activated in SYSPRO (e.g. after adding a customer).
Custom Forms

Indicate the item for which you want to define a custom form and to which you want to add custom fields.
SYSPRO App Store

Activate or view apps you have purchased from the SYSPRO App Store.
App User Allocation

Allocate users to applications purchased on the App Store.

Espresso

Field Icon Description
User Licenses

Define who is allowed to login to Espresso.
Design Menus

Design menus for any device by company, role, or operator.
Push Notifications

Create and send messages to any device by role, by operator, or broadcast to everyone.
App Manager

Deploy applications and components purchased from the SYSPRO App Store.

Customize and control this application

Icon Description

This icon appears on the primary toolbar of all applications and allows you to customize and control the application.
OptionDescription
PanesThis lets you choose from a list of panes in the current docking layout.

The panes displayed in grey are available for selection.

Cards

This lets you select a Key Card or Insight Card to be displayed as a floating pane.

Design Web View

This opens the Application Designer to customize web views.

Customization Profiler

This opens the Customization Profiler program to view and analyze customizations that have been applied to the application or main menu.

Reset LayoutThis restores forms to their default position, including those that were previously closed. Customized or associated panes remain in their current location and the content and sequencing of forms or listviews is not affected.
Hide/Show Web ViewThis hides or shows the web view for the program, if one exists (F11 toggles these captions).
Hide/Show Pane TitlesThis hides or shows the docking pane captions (F12 toggles these captions).
Hide/Show Pin ButtonsThis hides or shows the pin button on all docking panes.

This is only available in the SYSPRO Main Menu (not in individual programs) when the minimalist user interface is enabled, and operator is logged in using a role and is not allowed to save docking layouts.

Show List View ToolbarYou can choose to Always show the built-in toolbar for listviews, Never to show them, or selectively to show the listview toolbar by right clicking in the header row of any listview and selecting Customize > Show Listview Toolbar.

Changing the Show built-in toolbar option in the System-wide Personalization program does not affect the operator's preference and setting to Always show the listview toolbar.

Auto Close Floating Panes in Web ViewsThis option is only available from the main menu.

Select this if you want to close floating panes automatically when you click anywhere in a web view, or when you exit from an application.

Notes and warnings

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
Main menu - Allow to design flow graphs by role Controls whether an operator can design flow graphs by role.

If this activity is disabled, but the Flow Graph – Allowed to design flow graphs activity is allowed, operators will be able to change their own flow graph but not any flow graphs for a role.

Main Menu - Allow to create system-wide search windows Controls whether an operator can set Search windows to be available system-wide. This affects the availability of the Apply system-wide option in Search windows defined from the Main Menu (Administration) and in SYSPRO Reporting Services.
Main menu - Allow to customize task dialogs Controls whether an operator can customize task dialogs and show dialogs with single buttons as auto-expiring messages (i.e. toast notifications). This must be enabled if you are not customizing at role level.