Administrator Training

• 1. Overview
• 2. Topics
  • 2.1 User Accounts
  • 2.2 Advanced View Management
  • 2.3 Creating and Managing Base Views
  • 2.4 Creating Dashboards
  • 2.5 Bulk Messaging
  • 2.6 Entities
  • 2.7 Security
  • 2.8 Data Operations

1. Overview

This course provides an overview of the administrative features of Aptify. The course is designed for individuals who will develop or administer an organization’s Aptify installation. This course is 4 hours, and builds on the Aptify End User class, which is a prerequisite. Familiarity with SQL is preferred but not required.

Course is intended for: 

• Developers
• Database Administrators
• System Programmers
• System Administrators

2. Topics

2.1 User Accounts

• User and Group Administration Overview
• User Security Types
• Aptify Licenses
• Importing a License Pack
• Creating, Enabling, and Disabling Users
• Preferences and Profiles
• Group Security Model
• Linking Users to Other Records
• Create a Test User
• Create a Security Group

2.2 Advanced View Management

• Overview
• Managing Views
• Creating and Copying Views
• Reassigning Views
• The Views Service
• Advanced SQL

2.3 Creating and Managing Base Views

• Overview
• Utilizing Existing Base Views
• Creating New Base Views using the Base View Wizard
• Editing Existing Base Views
• Adding Virtual Fields to Entities

2.4 Creating Dashboards

• Overview 
• Dashboard Structure (Areas, Parts, Components) 
• Creating a Dashboard 
• Building Button Bars 
• Adding Views/Web Browsers 
• Dashboard Display Logic 
• Managing Dashboards for Users 
• Assigning Dashboards 
• Editing an Existing Dashboard 
• Changing a Dashboard from Application to Global 
• Simplifying the End User Experience

2.5 Bulk Messaging

• Overview 
• Message Sources 
• Creating Message Parts and Templates 
• Generating Message Schedules 
• Message Runs 
• External Mail Service Integration

2.6 Entities

• Introduction to Entities
• Assigning Entities to Applications 
• Entities Service 
• Types of Fields 
• Creating and Modifying Fields 
• Entity Field Options 
• Extending Entity Functionality
• Creating Sub-Type Entities 
• Creating Sub-Type Fields 
• Adding Sub-Type Security 
• Using the Virtual Field Wizard

2.7 Security

• User/Group Security Mode 
• Security Best Practices 
• Security Levels 
• Application Security - Entity Security 
• Field Level Security 
• Attachment Security 
• Wizard & Entity Bulk Operation Security 

2.8 Data Operations

• Overview 
• Generic Import Wizard 
• Entity Bulk Operations 
• Process Pipeline 
• Creating Process Flows 
• Executing Process Flows 
• Exporting Data 
• Using the CM Tool 
• Database Maintenance