5. Setting Up Menus


Contents

About this Chapter
User Login Security
Creating and Editing Menus

About This Chapter

Once you have created a WIZARD User account, you are ready to begin creating WIZARD routines. WIZARD routines can be menus, screens, reports, demonstrations, or tutorials.

This chapter explains how to set up menus. You need not begin by creating menus, but it can be helpful in working out how you are going to lay out your system.

WIZARD menus also allow you to include your own programs, procs, reports, or commands.

Chapter 9 and chapter 11 should also be referred to for more information on setting up your accounts.

User Login Security

To access the menus, WIZARD needs to determine the user's identity so that it can direct him/her to the appropriate menus within the account.

On the other hand, you may not want to distinguish between the various users of an account. You need to tell WIZARD which way you want to handle users as they log into the account.

This is accomplished with the Logon Security screen. It is found under the Account Security menu in a new WIZARD account.

The Logon Security screen is the basic security control screen for all users of the WIZARD account. There are two possible ways to set the security for any WIZARD account. These are:

  1. Allow users to log directly into the Menus, or
  2. Require users to enter an operator name (and, optionally, a password) to enter the menus.

Note that on systems where users usually log into the system with a user name and then an account name, WIZARD will not require them to re-enter their user name as they enter the account, as long as a WIZARD login ID has been set up for their user name.

The second option has advantages in that different people can use the same account but be restricted to only certain menus and each can have different security levels. The first is preferable if you do not want to discriminate between different users or if the account is already used by only one user or group of users.

How do you set up an account to do either of these? It all depends on the security items which you set up with this screen. When you install WIZARD into an account, the first of the above techniques will be in operation. To find out precisely how this is achieved, read the details on the first field of this screen below.

The screen for maintaining user security looks like this:

The following is a description of the fields on this screen:

User's Logon ID
The Logon ID, or user name, is the name the system requires the user to enter to get into the menus.

If there is a Logon ID which matches the current account name, and that Logon ID has no password, then when you log to the account you will be taken directly to the menu specified by this item. This is how the account is setup when you first install WIZARD into it. This will happen no matter how many other Logon IDs you set up in the account. If you want them to be enabled, you must delete the item with this field equal to the account name.

1 Full Name
You may enter the full name of the user if the user is a person, or else a description of this user.

2 Password
If this field is not null, the user will be required to enter this password. When you enter a password into this field it is automatically encrypted. There is no facility provided to decrypt an encrypted password. If a user forgets their password, the administrator will have to assign a new one.

If this field is null, then the user will not have to enter a password - the Login ID will take them directly into the menus.

3 Demo name
This field may contain the name of an item which WIZARD will use to automatically demonstrate this account's software. If this field is not blank, you will not be able to use this Logon ID as normal, you will only be able to record or play back demos.

4 Security Level
Each user has a security level which the system uses to match with the security level of menus and programs, etc., in order to determine whether or not this user can access those items.

Security levels throughout the system range from 0 (the lowest) to 9 (the highest). A security level of 9 does not exclude the user from any routine (unless a password is attached). 9 does not, however, give this user unlimited access, since such options as TCL access are determined by the settings below (see fields 11 and onward below).

0 is the default security level.

5 Menu File Name
Generally your menus are stored in the file named MENU, but that can be changed for this user if you so desire. To do this you need to enter the name of the file in this field. You will need to copy the menus into this file or at least set some up in it before this user can do anything.

6 Top Menu Name
This field contains the name of the top menu for this user - that is the menu which this user will be presented with when he or she has logged on. The menu name must match an ID in the menu file (see no. 5 above) or else the user will not be able to get into the system.

7 Screen Type
There are three available screen display types, each of which is illustrated below.

Screen Type
0
1
2

The next series of fields contain either a Y for yes (i.e. enable the function) or an N for no (disable the function). These fields further control what this user can access.

8 View Mail
A user may view mail sent to them in the WIZARD mail system but not send any (see the next feature). If this is disabled, so too is the Send Mail option. In fact, the user will not be able to access the mail system at all.

9 Send Mail
This allows the user to send mail via the WIZARD mail system. If a user can send mail then he or she can also view mail.

10 Auto Help
This feature enables the automatic displaying of help at the bottom of all WIZARD screens This help is only the two-line Acceptance Prompt help, and within any WIZARD screen it may be toggled by typing /H in any field of a WIZARD screen

11 TCL
This field determines whether or not the user can access TCL in the system. If you enter Y here, the user can get to TCL from the menus (by typing TCL) or from within a WIZARD screen (by typing /TCL).

12 Process Editor
This feature allows the user to access the Process editor function from the menus. This is basically a modified TCL environment which allows the user to edit particular processes from the menus more easily.

13 WIZARD FS (Format Screen)
The feature allows the user to access the WIZARD screen formatter from the menus. Thus, when the user selects a WIZARD program on the menu and types ED and <Return>, they will enter the WIZARD screen formatter and that screen will automatically be loaded for them to work on.

14 Menu Edit
This feature allows the user access to the Menu Edit screen. If the user highlights a menu name on their menu, and then types ED and <Return>, that menu will automatically be loaded into the menu edit screen (see elsewhere in this manual), and they will be permitted to edit it.

15 Proc Generator
This feature allows the user to access the WIZARD Proc Generator from the menu by selecting a Proc Report, and then typing ED followed by <Return>.

16 Timeout
This field may contain a number. That number is the number of seconds that WIZARD will allow a menu or TCL to be left without any entry before disallowing further entry.

If, for example, you enter 600 here, and the menu is left sitting for more than 10 minutes (600 seconds), when next someone attempts to use the menu, they will be logged out of the system with a message telling them that the timeout has expired.

A timeout of 0 (zero) will mean that there is no timeout.

17 Break Key On
This field should contain either a Y or an N. If the field contains N, the user's BREAK key will be disabled.

For security to be complete on your system, if you do enable users' break keys, you ought to ensure that the account has the restart option activated (if your operating system includes this - for R83 Pick this is an R in attribute 9 of the account's SYSTEM file entry). If this is not done, users could break and then END and get to TCL and thus violate WIZARD's security.

18 Audit
This option allows you to monitor the activities of this user on your system, although it requires that a file named WAUDIT exist in the current account. This process records information about which process has been run, when it was run, and from which port it was run.

Y here will enable auditing of this user. N or null will disable it.

Note that auditing can slow down response time for a user. If you wish to use the auditing function but you find that it slows things down too much (especially after it has been in operation for some time) you should clear out the WAUDIT file. If you wish to retain the information from the WAUDIT file you should either save it to some backup device regularly or else store it in a history file.

The last couple of fields are related only to the initial log in of the user. These are:

19 Spooler Default
Into this field you may enter any spooler default settings you want for this user. If they are changed at any time after logging on, those changes will be retained (and not over written by this default).

The codes you enter here should be those you would normally enter after the SP-ASSIGN command from TCL to achieve the appropriate spooler settings.

20 Editor Process
WIZARD incorporates a sophisticated screen editor, but you may prefer to use your own editor for those times WIZARD gets you to edit items (such as Code Segments, etc.). The process you use must be an executable ID which accepts a command line of the format:

   ProcessName FileName ItemName

For example, if you enter ED here, WIZARD lets you use the standard system editor.

To use the WIZARD screen editor, leave this field blank, or enter W.

If you decide to use your own editor you will not be able to take advantage of the many features in the WIZARD Editor. It is wise to refer to the manual on the WIZARD Editor before you decide to use your own editor.

21 Executed commands
You may enter any number of commands you want executed for this user before he/she gets to their first menu. These may include various data validations, setup routines, auditing routines, or anything else.

Finally, having entered the data for the user you are creating (or changing data for an existing user), you file the item and the changes will be made effective the next time that user logs onto the system.

Creating and Editing Menus

The Edit Menus option on the menu allows you to create, edit, or delete menus from the system. Note that this screen is also run when you move the selection bar over a menu and then type ED and hit <Return> - this menu, with the selection bar over it, is automatically loaded into the routine. Also if you enter ED0 then the current menu will be loaded.

A few points to remember when designing menus are:

The menu you create here is stored in the file you are assigned in the login security item. The default file is simply called MENU. The screen which lets you maintain menus looks like this:

The fields are described here in the same sequence as on the screen.

Menu Name
This is the ID for the item in which this menu is to be stored. As an ID, you must not include spaces in the name.

1 Menu Title
The menu title appears across the top of the menu displayed in reverse video This can contain any alpha numeric data (including spaces).

2 Menu Security
This is the security level of this menu. 0 is the lowest and 9 is the highest. Only users who have security equal to or greater than that of the menu will be able to access it.

The security default is 0.

3 and 4: Menu Position
WIZARD can select a default position in which to display the menu you are generating. If you want it to do so, leave these fields blank. Otherwise, you can enter an x (i.e. position across the screen from 1 to 79) and a y (i.e. a position down the screen from 3 to 20) coordinate for the top left corner of the menu.

5 and 6: Menu Colour
WIZARD can also select a default colour for your menus from the colour setup screen in the WIZARD account. Otherwise, if you set your own colours you will need both a foreground and background colour. If you are not sure of the available colours, press = and <Return> in either field and select from the list.

The remainder of this screen is a Line Item Set Each line of the Line Item Set represents one line of the menu you are creating. You need to go through these steps for each line of the menu you are creating. The fields are:

Process
This is the name of the process which must be executed to run the option. The general format of the process is:

   [File Name] [Item Name]

If the process's file name is the account's MD, you need only enter the item name.

If the process is a menu you should enter only the name of the menu, the file name comes from the login ID. It will generally be the file named MENU.

Process Type
This field contains a single character which defines the type of process to be executed. The possible process types are:

BA BASIC program which is not run through a catalogue pointer in the MD or VOC. The process name for type B must include the filename.
CA Program which has been catalogued. Alternatively, you could run a proc in the MD or VOC by calling it a C type.
MThis item is a menu.
PA Proc. This requires that the Process field includes a filename. A Proc is an interpreted item beginning with the letters PQ on the first line.
RA Proc Report. These are set up from a WIZARD screen in the report section of the WIZARD Generator menus.
SA WIZARD S type subroutine (passed only one parameter into the COMMAND variable). The menus pass whatever is in the Input field. If no value is in the Input field, the process name is passed. If the word NULL is in the input field, a null parameter is passed.
TThis line is text only and cannot be selected as an option. It can be used simply as a heading within the menu.
VA verb. This type may be followed by the letter C which will clear the screen before executing the verb, or the letter P which will Pause before refreshing the screen and returning to the menu, or it may be followed by both letters.
WA WIZARD screen. The process name should not include the prefix "W." before the name of the screen. WIZARD reports (not Proc Reports) should be entered as type P and the file name for them is MD or VOC.
XThis will cause the menus to CHAIN to the process (i.e. it will not of its own accord return to the menus). This is required on some systems if you wish to LOGTO a different account from a menu option.

It is recommended, if you do log out of the account from the menu, that your logout process delete the entry in the WIZ.LID file whose ID is the user's port number. Failure to do this may compromise the account's security.

Input
This field allows you to enable the menu to pass the process data as input. Data to be passed should be separated by a space, so it is possible to pass multiple parameters into a process.

Process Desc.
The process name is the name that will appear labelling this option on the menu. You should try to keep these labels brief and meaningful, as there is limited space on the menu.

Password
Each item on your menu can have an optional password which, when someone selects an option, forces them to enter that password. You will need to have a security level above that of the menu you are editing to be able to get to this field.

Security Level
Each menu option has a security level (the default of which is 0). If the process has already been defined in another menu, the security level will reflect the setting there.

There are two columns here, one for Edit security (labelled E) and one for Execute security (labelled X). These are identical except in the case of catalogued programs or WIZARD screens (types C or W). Edit security defines the security level a user requires to edit the source of the process, whilst execute security defines the security level a user requires to run the process.

Note that if you have added a menu as a process from this menu and you change its security, the Menu Security level of that menu (field number 2 on this screen) will be updated automatically.

Re-Display
A Y in this field (or a null) causes the menus to clear the screen and redraw the menu after the process has completed execution. If you enter an N the screen is not cleared and only the last menu is redrawn. This is useful for those items which do not clear the entire screen when they run (such as WIZARD screens made to run inside a window).

Once you have entered all these parameters, you may file the item and it is ready to run (once it has been made accessible to users, for which see the Login Setup).