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Transcript
CMI SMS Users Manual
Version 1.2
Table of Contents
1
Overview........................................................................................................5
1.1
Features .................................................................................................6
1.2
Recommended Hardware.......................................................................6
1.3
Software Prerequisites............................................................................6
2 Navigation......................................................................................................7
2.1
Login.......................................................................................................7
2.2
Main View ...............................................................................................8
2.3
Common Navigation Items .....................................................................8
3 Screens .........................................................................................................9
3.1
Dashboard Screen..................................................................................9
3.1.1
Terminal Transactions View ............................................................9
3.1.2
Audit History View .........................................................................10
3.2
Company ..............................................................................................11
3.2.1
Adding Sites (Site Details Screen).................................................12
3.2.2
Managing Sites and Locations ......................................................13
3.3
Users ....................................................................................................14
3.3.1
Setting Employee Roles for New Employees ................................15
3.3.2
Setting Employee Roles for Existing Employees ...........................15
3.3.3
Setting Employee Locations/Sites for New Employees .................16
3.4
Terminals..............................................................................................17
3.4.1
Terminal List..................................................................................17
3.4.1.1
Terminal Types.......................................................................17
3.4.2
Terminal Profiles............................................................................17
3.4.3
Profile Editing ................................................................................18
3.4.3.1
File Browsing..........................................................................19
3.4.3.2
File URL .................................................................................19
3.4.4
Profile List......................................................................................20
3.4.5
Adding New Terminals ..................................................................20
3.4.5.1
General ..................................................................................20
3.4.5.2
Networking .............................................................................21
3.4.5.3
Terminal Services...................................................................22
3.4.5.4
Host Web Service...................................................................23
3.4.6
View Terminals ..............................................................................23
3.4.7
Control Terminals ..........................................................................24
3.4.7.1
Terminal Commands ..............................................................25
3.5
Reports .................................................................................................26
3.5.1
Employee Reports .........................................................................26
3.5.2
Terminal Reports ...........................................................................27
3.5.3
Transaction Reports ......................................................................27
3.5.4
Audit Reports.................................................................................28
3.5.5
Report Output................................................................................30
3.6
Admin Tools..........................................................................................31
3.6.1
View Configuration ........................................................................31
3.6.2
Task Scheduler .............................................................................32
ALL RIGHTS RESERVED
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