Company Maintenance

This program lets you view details about your SYSPRO companies according to the terms of your software license agreement.

Exploring

Things you can do in this program include:

  • View licensing information
  • Prevent unauthorized access to a company
  • Set a company password

  • This program is accessed from the SYSPRO Ribbon bar:

    SYSPRO Ribbon bar > Setup > General Setup

Programs

Company Setup

License Manager

General topics

Customize and control application

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

The Setup Options program lets you configure how SYSPRO behaves across all modules. These settings can affect processing within this program.

Setup Options > System Setup > General

  • License setup

    • Edit license information
    • Number of licensed users
    • Number of CMS only users
    • Number of Point of Sales users
    • Number of ODBC seats
    • Number of U/SQL Manager seats
    • Number of Dialog System seats
    • Number of CALs
    • Number of Analytics Viewer seats
    • Number of Report Designer seats
    • Number of Licensed Companies
    • Number of Espresso seats
    • Number of Espresso External seats
    • Number of Licensed Workflows
    • Number of Portal seats
    • Espresso Linked users

  • The Microsoft Outlook option cannot be used if Microsoft Outlook 2010 is installed.

    • Outlook's rich email client interface is only invoked if you have Microsoft Office Outlook 2003 (or later) installed on the client machine.

    • If you have Microsoft Office 2003, you need to download Microsoft Office 2003 PIAs from the Microsoft website. This is not required if you have Microsoft Office 2007.

    • Earlier versions of Outlook use the old-style email client interface.

  • The Macro using VBScript option is not supported for SRS document printing.

  • You must be logged into the company for which you want to maintain custom form field values.

    If you save company details for a company that you are not currently logged into, then the custom form values for that company are cleared.

    If you create company custom form fields, then you will have to create the same custom forms fields for each company.

Solving

Amendment journals are automatically created for changes made to the company options.

You can access this journal from the Program List pane of the SYSPRO menu (Program List > Administration > Amendment Journals).

To update or renew your SYSPRO license, run the Company Setup program from the SYSPRO login dialog (before logging into SYSPRO) and select the License Manager option from the toolbar.

If this is the first time you are accessing the License Manager program, a system message is displayed advising that a license doesn't exist in the AdmSystemLicense table of the system-wide database.

Select OK to proceed, then locate and select the appropriate License.xml file.

The program then displays any existing license details under the Current values column and the newly selected license details under the New values column.

Select one of the following options from the toolbar (depending on your requirements) to apply the new license:

  • Apply to All Companies
  • Apply to Selected Companies

For any subsequent run of the License Manager program, the existing license details are displayed under the Current values column.

To select a new License.xml file, use the Select New License function.

After selecting the applicable license file, the program prompts you to update your IMPACT.INI and apply the license to all companies.

You can select to proceed, or decline the prompt in order to return to the main screen. The program then displays the existing license details under the Current values column and the newly selected license details under the New values column.

You can then use one of the toolbar functions to apply the license as per your requirements.

The following occurs when you apply a new license (using the License Manager program):

  1. The selected license is saved in the AdmSystemLicense table of your system-wide database.

  2. A copy of the selected License.xml file is saved with a unique file name in the \Work\license.sav folder.

  3. Your IMPACT.INI file is updated with the latest license information.

  4. The companies with a matching company name in the new license are updated with the license details.

A confirmation message is displayed when the process completes and the program then exits.

For diagnostics purposes, a log file (_license_update_log.txt) is created in the \Base\Settings folder on the application server that contains details of each company processed, as well as an indication of whether the update was successful.

Using

  • Amendment journals are automatically created for changes made to the company options.

  • Espresso user licenses are allocated using the Espresso User Licenses program.

  • Columns in a list view are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the list view). Select and drag the required column to a position in the list view header.

  • Fields on a pane are sometimes removed by default. You can reinstate them using the Field Selector option from the context-sensitive menu (displayed by right-clicking any field in the pane). Select and drag the required fields onto the pane.

    The captions for fields are also sometimes hidden. You can select the Show Captions option from the context-sensitive menu to see a list of them. Click on the relevant caption to reinstate it to the form.

    If the Show Captions option is grayed out, it means no captions are hidden for that form.

  • Press Ctrl+F1 within a list view or form to view a complete list of functions available.

Referencing

Field Description

Save and Close

This saves the details you entered or changed and returns to the previous screen.

Print

Print your company setup information.
Set company password Configure a password for the company that will be requested whenever an operator attempts access.
Prevent Login

Prevent unauthorized access to this company.

This is useful if you are maintaining a company and want to restrict other operators from capturing data.

This does not affect operators currently accessing the company.
Reason Indicate the message to display to any unauthorized operator attempting to access the company.
Field Description

Company License

 

Company name

 This must reflect the company name as specified on the registration form supplied with the software.
Subscription period

This indicates the subscription period for the company's SYSPRO Cloud ERP license.

This doesn't apply in a standard SYSPRO core environment.
License start date

For SYSPRO Cloud ERP or temporary licenses, this indicates the date from which the license is valid.
License expiry date

For SYSPRO Cloud ERP licenses, this indicates the date on which your Software License Agreement expires.
License status This indicates the current status of the company's license.

License expiry year

The year in which your Software License Agreement expires.

This doesn't apply in a SYSPRO Cloud ERP environment.

Expiry month

The month in which your license expires (if specified within the terms of your Software License Agreement).

This only applies to temporary licenses.
System settings

Indicates the number of users currently licensed to use the system as well as the number of licensed seats for the following:

  • Licensed users

  • CMS only users

  • Point of Sales users

  • ODBC seats

  • U/SQL manager seats

  • Dialog system seats

  • CAL seats

  • Analytics viewer seats

  • Report designer seats

  • Licensed companies (i.e. maximum number of companies supported)

  • Espresso seats

  • Espresso external seats

  • Espresso linked users

  • Licensed workflows

  • Portal seats

You can maintain these numbers using the License setup options, if the Edit license information option is enabled.
Modules

This pane displays the list of available modules, indicating the ones that are installed.

Your selections must match the list of modules indicated on your Software License Agreement.
e.net Run Time Products This pane displays the list of e.net run time products, indicating the ones that are licensed.