System and Security FAQs

This topic contains a list of questions frequently asked by STORIS users about system and security. If you click on a question, the answer appears. Please note that more than one solution may exist for a given situation. Read the answers completely to determine which method best suits your company's needs.

To add a user to STORIS Messenger:

Access Create a User for the user. Ensure that the user has the Mail User Flag activated.
Select Messenger Group Settings and add this individual user to a mail group that you have created using the Messenger Group Settings process.

Please contact the STORIS Sales Department for information regarding STORIS licensing.

The Login ID, Host Name, and Account automatically fill in, but you must enter the Password each time you log in to one of these processes. The Login ID and Password are the operating system User ID (aka O/S Login) and Password you use to initially log in to the server.

The User Authentication window (shown below) appears when accessing any of the following routines:

STORIS strongly recommends you safeguard your data by running a daily system backup. You can run a system backup automatically via the Generate Daily Reports routine, or manually on-demand via the Run a System Backup routine.

To create a list of settings routines you want to track, use the Track Settings Activity routine. To create a list of entry routines you want to track, use the Track Processing Activity routine, where you can track activity for sales orders, purchase orders, and AP bills.

If ever a STORIS session ends unexpectedly during an entry process and the system was not shut down properly, STORIS recommends you delete the document you were entering and re-enter it using a new document number. When you attempt to re-access the order, STORIS will sense the data is corrupted and automatically delete the order. If you don't remember the order number, you can use the Report Open Sales Order Summary to search for the order.

Create a user group for ex-employees and apply security restrictions on all processes. Also, modify the menus associated with the new user group so the users have no access to STORIS routines.

Yes! To change the Message of the Day text, use the Create System Greeting Message routine, which opens a simple word processing window that allows you to compose and format your greeting message.

Absolutely. Use the Upload Company Images process to upload your own company banner, menu background, or company logo.

STORIS comes delivered with many dynamic escapes available in routines such as Sales Order Entry and Purchase Order Entry. You access dynamic escapes via a menu that appears when you right-click on the screen. Dynamic escapes generally provide access to inquiry routines related to the current routine. To edit these menus or create new dynamic escape menus, use the Dynamic Escape Settings routine.

DTS capability allows you to group multiple STORIS views into a single screen, allowing quick access to large amounts of related data. STORIS comes delivered with several standard DTS views. You can edit these, but you cannot delete them. In addition, you can create your own DTS views. To enter or edit a DTS, use the Dynamic Tab Settings routine.

Use the Menu Timeout field in the General System Control Settings to specify the time of inactivity to pass before the screen times out, then use the Menu Timeout Active field in the Create a User Group routine to specify the user groups to which you want to apply the Timeout feature.