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Stat 6.3 - System Administration Guide

Overview of Stat Administration Administrative Utilities Stat Security General Maintenance Tables
System Maintenance Service Domain Maintenance Department Maintenance Issue Tracking Maintenance Country Maintenance Customer Maintenance Object Type Maintenance PeopleSoft Environment Connection Maintenance Pre/Post Migration Steps Parameters Oracle Applications Configuration Oracle Applications Connection Maintenance Generic Application Connection Maintenance Schema Object Parameters Maintenance Data Object Maintenance PeopleSoft Search Configurations Stat Report Definition Maintenance Version Control Management Connection Maintenance
Service Domain-Specific Maintenance Configuring the Stat Central Agent Email Configuration Object Security Appendix: Sample Service Domain Configuration Appendix: User Class Rights Appendix: Creating a Staging Database Appendix: Database Tuning Appendix: Oracle Applications File Type Directory Appendix: Ports and Firewalls Appendix: REST Web Services API Appendix: SOAP-Based Web Services API Appendix: Troubleshooting Chart Appendix: stat.conf Configuration Appendix: Custom Report Files

The Stat SYSTEM User Account

Stat is delivered with a single user account named SYSTEM that is used by system administrators to first log in to Stat and perform initial set up tasks, such as defining service domains, user classes, and user accounts.

Regarding the SYSTEM account, be aware of the following:

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The account is NOT included in the site license count
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The account is necessary for initial login to Stat, and is used during version upgrades
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The account is used to set up service domains, user classes and users
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The account may be inactivated, but needs to be reactivated prior to an upgrade, or the site may be locked out
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The account is delivered without an initial password. When you use the SYSTEM account to first login to Stat, you are prompted to create a password. Because this account will be the only way to login to Stat until other users are defined, it is recommended that you create a password that is easily remembered. After other users have been defined, you can change the password to something more secure.
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The account is delivered without an email address assigned to it in the User Maintenance table. It is recommended that you assign it an email address so that if the password must be reset for any reason, Stat can deliver a temporary password to a specified email address.
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New users in Stat receive an auto-generated email containing a temporary password, allowing them to log in to the application. When processing the outbound email, Stat uses the SMTP settings configured for the default service domain of the administrator that defined the new user. The SYSTEM account is delivered without a default service domain, however, as none yet exist. This means that before you can define additional users in Stat, you must define a service domain and associate it with the SYSTEM user account.
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It is recommended that separate, individual accounts be set up for personnel designated as system administrators.

Standard Maintenance Windows

Wherever possible, Stat displays maintenance tables in a standard maintenance window. To view or edit a maintenance table, open the Maintenance menu and select the category to which the table belongs. Then in the submenu, select the table. The Maintenance menu contains the following submenu commands:

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General Tables – General tables usually affect an application across all service domains. For example, Customers and Departments.
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Domain Specific – These tables are service domain-specific. For example, CSR Status.
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Stat Central Agent – These tables allow you to configure and maintain the Stat Central Agent as well as email
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Security Settings – These tables are used to manage security settings such as creating new user accounts and user classes

Standard maintenance windows display tables in an easy-to-read, spreadsheet-like interface.

Buttons and Controls

A standard maintenance window contains a records list and several action buttons and controls which vary depending on the table it displays. Below are the buttons and controls featured with most maintenance tables.

Service Domain Selector

This drop down list lets you select the service domain you want to edit records for. The list defaults to your default service domain. Also, since some tables, such as the Customer Maintenance table, are not domain-specific, this list is not always available.

Sort Button

This button opens the standard Specify Sort Columns dialog box, which lets you sort the records by any available field. For more information on the Specify Sort Columns dialog box, see the Stat User Guide, Chapter 4, “Stat Consoles.”

Filter Button

This button opens the standard Specify Filter dialog box, which lets you filter the records by any available field. This is useful for filtering out inactive codes. For more information on the Specify Filter dialog box, see the Stat User Guide, Chapter 4, “Stat Consoles.”

 
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NOTE: You can configure Stat to save sort orders and filter settings for a maintenance table after changing its default settings. For more information, see Parameters Tab .
New Button

This button creates a new blank record.

Delete Button

This button deletes the currently selected record. Once a record has been saved, it cannot be deleted. This feature protects the integrity of your Stat Repository. You can inactivate a saved record, but you cannot delete it.

Special Function Buttons

Depending on the type of maintenance table you are viewing, one or more special function buttons may be available. These buttons are used for accessing additional information particular to the selected record in the table. For information on the exact purpose and use of each button, see the section pertaining to its respective table in later chapters of this document.

Record Counter

Displays the number of records listed.

OK Button

Saves any changes you have made and closes the standard maintenance window.

Apply Button

Saves your changes but does not close the standard maintenance window.

Cancel Button

Closes the standard maintenance window without saving any changes.

The Record List

The record list displays all the records defined in the maintenance table. The top row of the list displays column headings.

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