Product/Version
 Blaze 5.x
Platform
 Windows 2000
Windows NT
Windows 98
Windows 95
Date Updated
 01/01/2002

Date Created 01/01/2002
 		 

Summation Technical Support Pages
 
  Summation TechNote:

Restricting User Rights in Summation		  
 
  In Summation Blaze for Windows (versions 4.6 and higher), you can restrict user access to the following program functions:
  1. Running Summation DOS
  2. Modifying/Creating Forms
  3. Starting New Cases
  4. Packing Databases
  5. Changing Case Passwords
  6. Adding to Database
  7. Customizing Case Structure
  8. Editing Database
  9. Selecting Forms
  10. Modifying Lookup Tables
  11. Program Defaults
  12. Purging Summaries
  13. Imaging Connection Options
  14. Deleting Cases
  15. Program Utilities
  16. Selecting Cases
  17. CopyCase
  18. Merge Notes
By disabling the applicable menu items, these changes are made through the modification of an INI file called SWADMIN.INI. INI (initialization) files are text files that Windows programs use to determine how they interact with you. The SWADMIN.INI is stored in Summation’s program directory (the directory where Summation was installed). This file is shipped with the install and already contains default values for user restrictions. These values can be found under the [Options] section of the SWADMIN.INI:

Default Settings
Explanation
[Options]
Header of the section “Options”
DefaultAdmin=1
Default “admin” status for new users
SummDosMenu=1
“Run Summation DOS” option in the File menu
NewCaseMenu=1
“New Case” option in the Case menu
PassWordMenu=1
“Change Password” option in the Case menu
CustomizeMenu=1
“Case Customize” option in the Case menu
SelectFormMenu=1
“Select Form” option in the File menu
DefaultMenu=1
“Defaults” option in the Options menu
ImageMenu=1
“Imaging Connection” option in the Options menu
UtilMenu=1
“Utilities” option in the Options menu
FormModify=1
“Create or Modify Forms” button on the Utilities menu
PackDB=1
“Pack Database” button on the Utilities menu
DBAdd=1
“Add New Summaries (Data Entry)” option in the Summary menu
DBEdit=1
“Edit Summaries” option in the Summary menu
AddLookups=1
“Add” and “More” buttons on lookup tables
PurgeDB=1
“Purge Summaries” from the Summary menu
DeleteCase=1
“Delete Case” from the context menu at the Case List
SelectCase=1
No access to “Case Selection” dialog
CopyCase=1
No access to “Copy case”
MergeNotes=1
No access to “Merge Notes”

All items listed inn the INI example represent menu options with the exception of DefaultAdmin (which refers to user status). As you can see, the default value for each option is “1” or “Yes” meaning that the item in question is “true” or “turned on”. To restrict user access to an item, set the item equal to “0”. You can edit SWADMIN.INI from within Summation itself, or by opening it in any editor (e.g. Notepad). NOTE: To restrict Platinum users, you must change their local SWADMIN settings to affect local cases and network SWADMIN settings to affect network cases.

Choose one of two possible configurations:
I. Restrict all users in the same manner.
II. Restrict select users in the same manner.

I. Restricting All Users in the Same Manner

 Choose this configuration if you want all Summation users to be restricted from the menu items you select. This means that whatever items you set equal to “0” in the SWADMIN.INI will be disabled for everyone. In addition to the desired menu items, you must set the DefaultAdmin equal to “0”. To ensure that you yourself retain admin status, follow the steps in “To Retain Admin Status When Others Users Are Restricted” prior to taking any other steps. Failure to do so will result in your being restricted in the same manner as all other users. To Retain Your Admin Status do the steps:
  1. Run Summation Blaze for Windows.
  2. From the Help menu, select Environment Information.
  3. Click the INI Files tab to make it active.
  4. Click the radio button next to the “SW.INI” to bring up the file.
  5. Go to the [Options] section, using the scroll bar or up and down arrows if necessary. (If you don’t have this section, add it to the end of the file by clicking at the blank line after the last line, clicking Modify Item, clicking on Change Section, and typing in the word “Options” in the box provided.)
  6. Click the last line of the [Options] section and click on OK.
  7. The Modify INI Item dialog appears, displaying the active Item Name and Current Value.
  8. Click the “Add Item” button.
  9. In the Item Name box, type “Admin”.
  10. In the New Value box, type “1”.
  11. Click on OK. Note that a new line has been added “Admin=1” .
  12. Click on OK. Exit Summation and run it again for the changes to take effect.
Note:. The SW.INI is unique for each user, and is located in the user’s SUMPREF, USERPROFILE, or WINDIR directory. If you are unable to modify it through the use of Summation, open it in an editor, such as Notepad, and make the changes manually. To Restrict All Users in the Same Manner
  1. Run Summation Blaze for Windows.
  2. From the Help menu, select Environment Information.
  3. Click the INI Files tab to make it active.
  4. Click the radio button next to the “SWADMIN.INI” to bring up the file.
  5. Go to the [Options] section, using the scroll bar or up and down arrows if necessary.
  6. Click on the “DefaultAdmin=1” line and click the Modify Item button.
  7. The Modify INI Item dialog appears, displaying the active Item Name and Current Value.
  8. Type the new value (“0” ) in the New Value box and Click on OK.
  9. Now you are ready to modify the menu items. Simply repeat steps 6-8 until all desired changes are made.
  10. When all modifications have been made, click on OK.
  11. Exit Summation and run it again for the changes to take effect. If users are already logged on, they must also exit Summation and run it again for the changes to take effect.
I. Restricting Select Users in the Same Manner

Restricting Select Users in the Same Manner Choose this option if you want some (but not all) users to have access to all Summation functions. As with restricting all users, you must set the SWADMIN menu items you want to restrict equal to “0”. However, you do not change the DefaultAdmin line equal to “0”; instead, you must modify the SW.INI file of each individual user whose access you want to restrict. Setting up SWADMIN for Restriction of Select Users
  1. Run Summation Blaze for Windows.
  2. From the Help menu, select Environment Information.
  3. Click the INI Files tab to make it active.
  4. Click the radio button next to the “SWADMIN.INI” to bring up the file.
  5. Go to the [Options] section, using the scroll bar or up and down arrows if necessary.
  6. Click on the first menu item you want to disable and click the Modify Item button.
  7. The Modify INI Item dialog appears, displaying the active Item Name and Current Value.
  8. Type the new value (“0” ) in the New Value box and Click on OK.
  9. Modify any other menu items. Simply repeat steps 6-8 until all desired changes are made.
  10. When all modifications have been made, click on OK.
  11. Exit Summation and run it again. No changes will occur until you have assigned non-admin status to the users you want to restrict.
Now you are ready to configure the SW.INI files of the users to whom you want the restrictions to apply. The SW.INI is unique for each user, and is located in the user’s SUMPREF, USERPROFILE, or WINDIR directory. Therefore, you must repeat the following steps at the workstation of each user to be restricted or login as that user (unless the SW.INI is on the user’s local drive). Assigning Non-Admin Status to the Users to Be Restricted.
  1. Go to the workstation of the first user to be restricted or login as that user.
  2. Run Summation Blaze for Windows.
  3. From the Help menu, select Environment Information.
  4. Click the INI Files tab to make it active.
  5. Click the radio button next to the “SW.INI” to bring up the file.
  6. Go to the [Options] section, using the scroll bar or up and down arrows if necessary. (If you don’t have this section, add it to the end of the file by clicking at the blank line after the last line, clicking Modify Item, clicking on Change Section, and typing in the word “Options” in the box provided.)
  7. Click the last line of the [Options] section and click on OK.
  8. The Modify INI Item dialog appears, displaying the active Item Name and Current Value.
  9. Click the “Add Item” button.
  10. In the Item Name box, type “Admin”.
  11. In the New Value box, type “0”.
  12. Click on OK. Note that a new line has been added “Admin=0” .
  13. Click on OK. Exit Summation and run it again for the changes to take effect.
  14. Repeat this procedure for each user to be restricted.


 
   
 
Copyright ©2006 Summation Legal Technologies. All rights reserved.
Information is provided "As Is" without warranty of any kind. Users may make a single copy of portions of knowledgebase for personal use provided that this notice is included on such copy. See "terms of use" agreement.
Terms of Use