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The System Administrator’s Role
FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Document Release Date: 04/25/2018
Edition: 2
3 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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3 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Overview After implementation of the FM:Interact software, the customer organization will decide who its FM:Interact 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.
• Manage the Roles, Privileges, and Permissions of the FM:Interact system and its Users.
• Manage views for the 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 2018.1.58 was
used in the creation of
this activity guide.
3 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Contents Overview ......................................................................................................... 3
Lesson Objectives ............................................................................................ 3
Prerequisites ................................................................................................... 3
The System Administrator’s Role .................................................................... 4
How Information is Stored in FM:Interact .................................................. 5
The System Administrator Functions .............................................................. 7
Modify Views ................................................................................................ 11
About Views .............................................................................................. 11
Activity 1: Modify Views– Part I ................................................................ 19
Activity 1, Part 1: Add Fields to a View and Relabel the Fields on the View
.................................................................................................................. 19
Activity 1, Part 2: Delete Fields from a View ............................................. 22
Activity 1, Part 3: Modifying the Behavior of a Field ................................ 24
Activity 1, Part 4: Create a Field Display Expression (Help Message) ....... 26
Activity 1, Part 5: Add a Tab to a View ...................................................... 28
Activity 2: Modify View – Part II ................................................................ 30
Activity 2, Part 1: Creating a New View from an Old One. ....................... 33
Activity 2, Part 2: Rename a View and Make it Read-Only ....................... 35
Activity 2, Part 3: Create an Administrator Only View .............................. 37
Activity 3: Modify View – Part III Modify Views Using Filters ................... 38
Activity 4: Relocate a Legend creating a Graphic Theme ......................... 41
Using Security to Control the User Experience ............................................. 44
Security Definitions and Concepts ............................................................ 44
The Process of Setting Up Security Internal to FM:Interact ..................... 45
Power Users .............................................................................................. 46
Activity 5: Managing the User Experience through Security .................... 48
Types of Activities ..................................................................................... 48
Activity 5, Part 2: Create a New FM:Interact Role .................................... 49
Activity 5, Part 3: Setting a Role’s Content Privileges ............................... 50
Activity 5, Part 4: Setting a Role’s Module Privileges ............................... 51
Activity 5, Part 5: Setting a Role’s View Privileges .................................... 52
Activity 5, Part 6: Setting a Role’s Graphic View Privileges....................... 53
Activity 5, Part 7: Setting a Role’s Report Privileges ................................. 54
Activity 5, Part 8: Setting a Role’s Navigation Tree Options ..................... 55
Activity 5, Part 9: Complete the Group/Role Mapping ............................. 56
Activity 5, Part 10: Create a New User for the Security Group ................. 57
Activity 5, Part 11: Test the New User ...................................................... 58
Appendix ................................................................................................... 59
The System Administrator’s Role
4 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
The System Administrator’s Role The task list below 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.
Function
Update Views By:
• Adding fields to a View.
• Changing the layout of fields on a View.
• Adding pages (tabs) to a View.
• Changing the behavior of a field.
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.
Enhance Space Management Options
Including:
• Creating and publishing Graphic Views
to combine AutoCAD and FM:Interact
information.
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• 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.
• Assigning Users to Groups.
• Assigning Users as Power Users.
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 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
6 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Records, which are rows of each data point for a specific building. Here is an image for visualizing the underlying structure of FM:Interact:
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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
database tables in the system. You can:
• Add/Modify Tables
• Set Table Relations
• Build Indexes
• Add and manage fields
• Create Searchable Fields and Queries
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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 several 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
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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 System Administrator’s Role
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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.
System Setup Administrator Guide Section
Review Module Tables Modify Views
Create New Tables Modify Views
System Settings Modify System Settings
User Experience Setup Administrator Guide Section
Set up Dashboards for different Roles
Manage Dashboards
Set up Email Notifications
Email Notifications (General) Administrative Functions
Create Views Modify Views
Modify Existing Views Modify Views
Create Queries Define Tables, Queries, and Search Settings
in the Data Dictionary
Define Searchable Fields
Define Tables, Queries, and Search Settings in the Data Dictionary
Add/Delete or Modify Documents
Appendix A: Documents and FM:Interact
Add/Delete Reports Create FMx Reports in FM:Interact
Security Setup Administrator Guide Section
Create FM:Interact Roles
Manage Security
Assign permissions and privileges to role
Manage Security
Create Security Groups
Manage Security
Assign Users to Security Groups
Manage Security
Map Roles to Security Groups
Manage Security
Set Permissions/ Privileges for Views, Documents & Reports
Manage Security
Modify Views
11 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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 no Views were created, the User would have no way to see the data contained in the system.
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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.
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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.
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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 in the appendix section of this document. 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.
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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. When text is entered
here, an ‘i’ icon displays next to the field in the
view, 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,
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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
Allows an administrator to indicate whether the field is read-only.
9. Display Only
Allows an administrator to add a field to multiple
tabs. Each instance of the field will display the data
value that is in the record at that time, so if the field
is edited on one tab, all instances of it will be
updated with the edit.
Note: When using this option, ensure that one
instance of the field is editable. One tab must have
an editable instance of the field while the Display
Only checkbox must be selected for all other
instances of the field for the data to save correctly.
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10. Multiple Edit
Allows an administrator to designate the field as
one that can be edited for multiple records at a
time. When this is enabled, privileged users will see
an Edit Multiple button in the view and be able to
select multiple records to edit at the same time.
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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.
6. Color Coding
Click to close the Modify View page without saving
any changes.
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.
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Activity 1: Modify Views– Part I 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.
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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.
Procedure: How to Add Fields to a View
• 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.
• Ensure that the Grid Columns View is selected.
• From the Add drop-down list, click Field.
• Result: The Add Field pop-up window
displays.
• 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.
• 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.
Field Name Field Label
Fname First Name
Lname Last Name
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• 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.
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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.
• Example: Room Occupants
• Result: The Modify View – Room
Occupants page displays.
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
23 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
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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.
Note: Before you make changes, go to the Room
Occupants View to see how it appears before any
modifications are made.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View 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.
Example: Room Occupants
Result: The Modify View – Room Occupants
page displays.
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.
25 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
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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.’
Note: Before you make changes, go to the Room
Occupants View to see how it appears before any
modifications are made.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View page.
Procedure: How to Add a Display Expression
1. From the Select a View to Modify list, select the
View you want to modify. Click the OK button.
Example: Room Occupants
Result: The Modify View – Room Occupants
page displays.
2. Select the Tab from the View Layout section
where you want to make the changes.
Example: Tab – “Occupant Information”
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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.
28 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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
Note: Before you make changes, go to the Room
Occupants View to see how it appears before any
modifications are made.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View page.
Procedure: How to Add Tabs to a View
1. From the Select a View to Modify list, select the
View you want to modify. Click the OK button.
Example: Room Occupants
Result: The Modify View – Room Occupants
page displays.
2. Click the Add Tab button.
29 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
Result: The Modify View – Room 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.
30 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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 the View Options Page
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View 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.
31 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
32 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
33 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View page.
Procedure: Creating a New Specified View
1. From the Select a View to Modify list, 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
34 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
9. Click the Save button.
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.
35 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View page.
Procedure: How to Modify the Add/Edit/Delete
View Options
1. From the Select a View to Modify list, choose
the View you wish to modify. Click OK.
• Example: Job Codes.
2. Click the Options button.
• 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.
7. Click the OK button.
• Result: The View Options are set and you
return to the modify View page.
36 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
8. Click the Save button.
• 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.
37 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View page.
Procedure: How to Designate a View as
Administrator Only
1. From the Select a View to Modify list, select the
View to modify. Click the OK button.
• Example: Admin – Employee Update View
2. Click the Options button.
• 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.
38 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
AdministrationManage Modules Built-In
ModulesSpace Management Modify View to
access the Modify View 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”
39 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Procedure: How to Modify a View with a Filter
1. From the Select a View to Modify list, 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).
6. From the Modify View page, click the 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’
9. Click the OK button.
10. From the Modify View page, click the 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.
40 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
• Example: LA Columbia Center 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
41 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 4: Relocate a Legend creating a
Graphic Theme
Managing floor plan drawings and graphic views is an
important task that you will complete as the
administrator. Follow the procedure below to relocate a
legend creating a graphic theme.
We recommend that you also complete the Space
Management and AutoCAD or Revit courses for more
information on managing floor plan drawings.
Procedure: Relocate a Legend creating a Graphic
Theme
1. Navigate to Space Management Sites Site
(Chicago) Building (900 Western
Headquarters) Floor (6th Floor)
2. From the floorplan drawing toolbar, choose the
Floor Types graphic view.
3. Click the Multi-Select Graphic Theming icon on
the floorplan drawing toolbar.
4. From the Graphic Themes menu, scroll down to
the View Settings section and click on the Place
Legend icon (4 arrowed crosshair icon).
5. From the Place Legend window, choose the “Set
for the following floors” option and select the
“900 (Western Headquarters) 6th Floor. NOTE:
The legend is highlighted and now moveable.
6. Click and drag the legend into the desired
location.
7. Click Place. NOTE: The new legend location is
saved.
8. From the Graphic Themes menu, click the Save
42 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Custom Themes button.
9. Save the Graphic Theme as “Floor Types New
Legend Location”.
10. Choose the “Global” theme type. NOTE:
Personal graphic themes will be available for
use by the user who created the graphic theme.
Global graphic themes will be available for use
by all users in the role(s) that are permissioned
to access the graphic theme.
11. Click Save.
43 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Procedure: Edit the Legend Settings
1. In the View Settings section of the Graphic
Themes popup window, click the Edit Legend
icon next to the Legend checkbox.
2. From the Edit Legend window, enter the Count
Title “Count” and check the Count checkbox.
3. Click OK. NOTE: The Legend is updated with a
count of floor types.
4. Click Save Custom Theme button.
5. Close the Graphic Themes window.
Using Security to Control the User Experience
44 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
45 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
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
Its 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.
46 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
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 Delete rows in the following tables:
• Building (B0)
• Leases (C0)
Asset Management Power User
This Power User has the rights to Add, Edit, and Delete rows in the following tables:
• Inventory Tables
• Asset Catalog Table
Project Management Power User
This Power User has the rights to Add, Edit, and Delete rows in the following tables:
• Contracts (PC)
• Invoices (PI)
• Team Members (PT)
• Project Managers (PM)
• Phases (PA)
47 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
48 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5: Managing the User Experience
through Security Previously you created queries 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.
GroupsSecurity Group List to access the
Security Group List page.
49 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 1: Create a New Security
Group
In FM:Interact, navigate to System
AdministrationManage Security Security
Groups Security Group List
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.
• Example: LA Columbia Center
3. Click the OK button.
• Result: The new Security Group is saved.
Activity 5, Part 2: Create a New
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.
In FM:Interact, navigate to System
AdministrationManage Security
RolesRole List to access the Role List View.
50 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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
AdministrationManage Security
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.
51 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Result: The Edit Privilege Permissions page
displays.
4. Click the checkbox to display a checkmark next
to the role(s) that you want to assign these
privileges to.
• Example: LA Columbia Center Space Planner
5. Click the OK button.
• Result: The system displays the updated
privileges assigned to the role(s) on the
Privilege Permissions page.
Activity 5, Part 4: Setting a Role’s Module
Privileges In FM:Interact, navigate to System
AdministrationManage Security
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.
• Example: Space Management
2. Click the Edit Security button.
• Result: The Edit Module Permissions page
displays.
3. Click to display a checkmark next to the role(s)
that you want to have access to the selected
module.
• Example: LA Columbia Center Space Planner
4. Click OK.
• Result: The Module Permissions page updates
with the new Role(s) added.
52 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 5: Setting a Role’s View
Privileges In this activity, you will assign access to specific
FM:Interact Views.
In FM:Interact, navigate to System
AdministrationManage Security
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.
• Example: Space Management
2. Click to display a checkmark next to the Views
that you wish to associate with the role.
• Example: LA Columbia Center Building, LA
Columbia Center Floors/Drawings, and LA
Columbia Center Room Association
3. Click the Edit Security button.
• Result: The Edit Views Permissions page
displays.
4. Click to display a checkmark next to the roles
that you want to associate with this page, and
click OK.
• Example: LA Columbia Center Space Planner
• Result: The Views Permissions page displays
with the updated Role.
53 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 6: Setting a Role’s Graphic
View Privileges In this activity, you will assign access to specific
FM:Interact Graphic Views.
In FM:Interact, navigate to System
AdministrationManage Security
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.
2. Click the Edit Security button.
• Result: The Edit Graphic View Permissions
View displays.
3. Click to display a checkmark next to the Role(s)
you want to associate with the Graphic Views.
• Example: LA Columbia Center Space Planner
4. Click OK.
• Result: The Graphic View Permissions View
updates with the added Role.
54 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 7: Setting a Role’s Report
Privileges In this activity, you will assign access to specific
FM:Interact reports.
In FM:Interact, navigate to System
AdministrationManage Security
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.
• Example: Space Management
• 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, 2.02
Departments by Building, 2.03 Space
Chargeback Report, and 2.05 Space Allocation
by Department
3. Click the Edit Security button.
• Result: The Edit Report Permissions page
displays.
4. Click to display a checkmark next to the Role(s)
you want to associate with the reports.
• Example: LA Columbia Center Space Planner
5. Click OK.
• Result: The Report Permissions page updates
with the new Role.
55 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 8: Setting a Role’s
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.
In FM:Interact, navigate to System
AdministrationManage Security
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.
Click the Edit Security button.
• Result: The Edit Site Map Permissions page
displays.
2. Click the checkbox next to the roles that you
want to associate with the site.
• Example: LA Columbia Center Space Planner
3. Click the OK button.
• Result: The Navigation Tree options are saved.
56 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
In FM:Interact, navigate to System
AdministrationManage Security 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.
• Example: LA Columbia Center
• Result: The Edit Role Assignment page displays.
2. Click the checkbox next to the Role(s) you want
to associate with the selected Group.
• Example: LA Columbia Center Space Planner
3. Click the Update button.
• Result: The Edit Role Assignment page closes
and the Role displays associated to the selected
Group.
57 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Activity 5, Part 10: Create a New 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.
In FM:Interact, navigate to System
AdministrationManage 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.
• Example: LA Columbia Center
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.
58 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
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.
59 FM:Interact – Admin 101: Getting Started as an FM:Interact Administrator
Appendix
Field Types
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.