Download CMSi Admin Manual - Conservation Management System

CMSi Admin Manual _________________________________________________________________________ Contents 1 2 3 4 5 Introduction ....................................................................................................................................3 System Requirements .....................................................................................................................3 Installing CMSi.................................................................................................................................3 Upgrading from other versions of CMS ..........................................................................................4 Setting up and customising CMSi....................................................................................................6 5.1 General Setup .........................................................................................................................6 5.1.1 Extra options if outside the UK .......................................................................................7 5.1.2 CMSi Look and Feel (styles, colours)...............................................................................7 5.2 System Settings .......................................................................................................................8 5.3 Lookup Codes..........................................................................................................................8 5.4 Setting up Remote Work Recording webpage......................................................................14 6 User Management and Permissions .............................................................................................15 6.1 Adding Users .........................................................................................................................15 6.2 User Interest Groups.............................................................................................................16 6.2.1 Assign Staff to Organisation Hierarchy .........................................................................17 6.3 Permissions ...........................................................................................................................19 6.3.1 Example User Permission requirement ........................................................................19 6.3.2 How to set up Permission Groups and Permission Sets ...............................................22 7 Language Translations and Re‐labelling........................................................................................26 7.1.1 Setting up your Organisation and Translation Collection .............................................26 7.1.2 Translating labels, tabs, buttons and form names........................................................26 7.1.3 Translating System Messages .......................................................................................28 7.1.4 Translating Tree Tooltips...............................................................................................28 7.1.5 Translating Mapping Info Panels...................................................................................29 8 Customising MyCMSi ....................................................................................................................30 8.1 Setting up MyCMSi................................................................................................................30 8.2 Filtering MyCMSi tasks to particular users ...........................................................................32 9 Mapping ........................................................................................................................................33 9.1 Base mapping layers .............................................................................................................33 9.2 Core CMSi mapping layers ....................................................................................................34 9.3 Adding and styling new mapping layers ...............................................................................35 9.4 Managing Metadata..............................................................................................................35 9.5 Managing core CMSi mapping data......................................................................................35 10 Importing and Exporting data .......................................................................................................36 11 Reporting ......................................................................................................................................37 11.1 How reporting works ............................................................................................................37 11.2 Writing your own Standalone Reports .................................................................................37 11.2.1 Using the Standalone reports from within CMSi ..........................................................41 11.3 Writing your own Filtered reports ........................................................................................44 11.3.1 Configuring Filtered Reports .........................................................................................44 11.3.2 Creating New Reports ...................................................................................................46 11.3.3 Inserting Images............................................................................................................56 11.3.4 General Assistance with DataDynamics reports ...........................................................56 12 Backing up CMSi............................................................................................................................58 13 CMSi Help......................................................................................................................................58 14 CMSi Entity Diagrams....................................................................................................................61 _________________________________________________________________________ Page 1 Manual v 2 ©CMS Consortium 2012