01.1 Architecture & Navigation (En) 1

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ARCHITECTURE

AND NAVIGATION

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INTRODUCTION

• GLOBUS-T24 is a Software Product for the international financial


services market.
• GLOBUS-T24 has comprehensive functions, core functionality and
optional applications.
• INFO-BASIC is the Programming Language. UNIVERSE /JBASE is the
Database.

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ARCHITECTURE

LC LD MM … … … Applications
GLOBUS-T24

JBASE / UniVerse DBMS

Unix / Windows OS

GLOBUS-T24 works on Unix/Windows platform and uses UniVerse/jbase as


its database and runtime environment.
TRANSACTION FLOW IN GLOBUS-T24

Input Authorise
Application Unauthorised Live File

Input Delete
Application Unauthorised

Reverse Authorise
Live File Unauthorised History File

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STAGES

Input Stage
This is the stage where the transaction is input and saved by the User.

Authorise Stage
This is the stage where Input Transaction can be Authorised by another
User.

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DIRECTORY STRUCTURE
IN JBASE

BNK

BNK.DATA BNK.DICT BNK.RUN BNK.HELP BNK.JNL BNK.BACKUP

AC FX LC GLOBUSBIN GLOBUSLIB BIN LIB

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DIRECTORY STRUCTURE
IN UNIVERSE

RUNTIME VERSION GLOBUS-T24 DEVELOPMENT


VERSION

1 2 3 4 5 6 7 8
1. BNK.DATA : Has details pertaining to the various Products.
2. BNK.HLP : Has messages related to help texts.
3. BNK.JNL : Has history of System journaling done for a day.
4. BNK.DICT : Has details of a dictionary of all files.
5. BNK.RUN : Has all executables.
6. BP : Contains all the source programs of the local installation.
7. BP.O : Contains Objects cataloged.
8. BNK.DATA : Contains all the data stores used by the application.

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FILE STAGES IN GLOBUS-T24

• Live file
• Unauthorised file ($NAU)
• History file ($HIS)

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ACCESS TO GLOBUS-T24

Sign on
Signing on to the system can be done in two ways
• Desktop Mode
• Classic Mode

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DESKTOP MODE

Signing on to the Desktop is shown below


There are two stage to sign on to the system. 
a)       Server Login
b)       Individual user Login where Sign on Name is entered.

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SIGN ON NAME & PASSWORD

• Sign on Name and the Password will not be visible.


• When you Sign on for the first time, the system will prompt the user to enter the
password twice.
• No more than two repeat characters in Password.
• Minimum of 6 characters and maximum of 16 for Password.

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CLASSIC MODE

Signing on to Classic mode is show below. After typing the Account Name
and Password, if you type ‘Y’ the system will take you to front end and if
‘No’ the system will take you to Backend.

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Type EBS.LOGIN to go the front-end and select the terminal type.

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Enter the Sign on Name and Password to log into the system.

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Once the user has signed on, GLOBUS-T24 will analyze the User Name and
Password to allocate the correct menus, application, functions linked to this user
profile.
Sign off
Click the File option in the main menu and select Exit and Log off.
Use the “X” button in the far right of the main window to log off.
Type Lo in the command line to log off. Click ‘Yes’ to log out else ‘No’.

It is important that each User signs out correctly. If you do not sign out correctly the
database will assume that your session is still running and the user name will be
locked.

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PASSWORD RESET

• Goto ToolBar and select Change Password. Enter the old password and click ‘ok’.

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• The new password has to be entered twice. Last two password cannot be used.

• If the user has forgotten the password the System Administrator can use
PASSWORD.RESET to reset the password.

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SIGN ON RESET

This will occur only


• When the User shut down the system without closing GLOBUS-T24 properly.
• Hardware or System failure.
• The User Profile can be reset using the application SIGN.ON.RESET

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The User Profile can be reset using the application SIGN.ON.RESET. User Id should
be given and not the Sign on Name in User application.

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SCREEN LAYOUT

TITLE BAR
MENU BAR

WORK AREA

COMMAND LINE

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SCREEN LAYOUT

• Title Bar will display the name of the screen which you are currently viewing.
• Work area is the blank screen where the input screens of all the application will be
displayed.
• Command Line where you enter the command to access any application without
using any menu bars or buttons.
• Menu bar has various list of options in each menu.
• Information bar displays the User ID, Version, session id, date of the system and
current date.

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MENU BAR

File Menu is the first option in menu bar and has various options. All the recently
opened applications will also be listed in the file menu towards the end.

EDIT MENU is used to edit fields and data within records and applications.

View Menu provides the option to move around quickly through records within an
application. This menu is useful when you have many records to scroll through.

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FUNCTION MENU

Function Menu has various functions. If the user is given permission to access only
certain functions, then the rest of the function will be disabled. He cannot select those
functions. Function menu has two different search function. LIST & FIND. List will
list all the records and Find will select only those record which match the selection
criteria.
Selection Operands
EQ Equal to NE Not Equal to
RG In range NR Not in Range
LT Less than LE Less than or equal to
GT Great than GE Greater than or equal to
LK Like UL Unlike

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List function will list three types of files. If you want to list only live record
then select Live file from List function. Likewise for unauthorized and
History file.

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Find function will also list the three types of files based on the selection
criteria.

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The selection criteria has to be specified. The field name, operand and the
value for which the data to be displayed are to be specified.

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Find function will list the record based on the selection criteria.

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ENQUIRY MENU

Enquiry

The enquiry menu will list all the enquiries that have been developed in GLOBUS-
T24. Enquiries are used when you need to refer to data as on date.
List of Enquires will list all the enquiries in GLOBUS-T24. Select the enquiry which
you require from the list and you can view the data out of it.

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REPORT MENU

Report Menu
User can view standard reports as well as tailored reports that you have
designed.

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TOOLS MENU

Tools Menu
Tool menu will enable the user to use tools and operational functions within
GLOBUS-T24.
Deactivate profile enables to prevent accessing GLOBUS-T24 through the
USER profile upto a specified period.
The user has access to customized screen within GLOBUS-T24. These are
only accessible if allocated in the User Profile with permissions.

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WINDOW MENU

Window Menu
A list of options for active windows are shown here.
This option will allow you to change the currently opened record either
horizontally or vertically.

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HELP MENU

Help Menu
The menu will provide on-line help to all user. Online help will contain help
for all the modules.

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MAIN TOOL BAR

PREVIOUS AND NEXT RECORD MENU EXPLORER MULTIVALUE EXPANSION

MULTI/SUBVALUE
DELETION

COMMIT DATA HOLD USER ABBREV IATIONS SUBVALUE


EXPANSION

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Main Toolbar

This is the Main Toolbar. Tooltips are available. They will be active when applicable,
e.g. when an application is opened or within the relevant field.
Commit Data – Saves the data entered within the application. Alternatively you can
press F5 button to commit the data.
Menu Explorer will display tailored menu to the user within the company.
User Abbreviations – This will allow you to design and view shortcuts to your
applications, versions and Enquiries that you would frequently use. These are also
arranged as folders within your Menu Explorer.

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ACCESSING APPLICATIONS

Applications can be accessed in four ways. They are


Menu Explorer Search the menu and click that option
Command Line The moment the name of the application is entered the application
will be launched.
Application Explorer Search for the appropriate application and double click that to
launch.
Shortcut this is user created menu which will be available as shortcut.

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MENU EXPLORER

Menu Explorer will list all the main menu and sub menu attached to it.

Menus can be used to navigate the system.


The circle in the menu show that there is a
submenu behind this topic. By clicking the
circle, this will expand and will list the sub
menu. The submenus are marked with ‘C’
or ‘E’. ‘C’ means Command and ‘E’ means
Enquiry.

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COMMAND LINE

Command line is used to enter the command. The list of command which had been
entered during this session are in the stack.

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APPLICATION EXPLORER

All application and Versions can be


accessed using application explorer.
There are three levels to this explorer.
Product will list all the products that are on
the database.
Application will list all the application
available for the product selected.
Version will list all the versions associated
to the selected application.

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NAVIGATION WITHIN A FILE

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COMMON FUNCTIONALITY
ACROSS THE APPLICATIONS

• Id of all the application can be generated automatically by pressing F3 or by entering the


value in the field.
Auto generation of ID can be done as follows
• AUTO.ID.START is where you give the application name.
• COMPANY is where you specify that only by pressing F3 the id should be generated
ACCOUNT M
• Since ‘M’ is given in ‘COMPANY’ this will not allow the user to enter the Account Number
and throw an error message “New Record by Autom Id only” when the user tries to enter
the value.
• Colored fields are mandatory.
• The moment you enter the value in a field, you press enter to accept the input.

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• Each application has many fields.
• To know all the mandatory fields and other relevant fields press F5 and the
system will display input missing in all the fields which needs input.
• GLOBUS-T24 supports multi language concept. They are English, French,
German and Spanish.
• The field with … is populated from some other table. That table should be
created first in order to populate the values.
• The field with down arrow will contain list of values using vetting table.
• The red colored arrow pointing to a field indicates that the field requires input.

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• Black colored box before the field indicates that the field is multi-value field.
• A closed line with the black box indicates that the field is an associated field.
• A Multi value field can be added by right clicking on that field.
• There are nine audit fields in each application. They are Record Status, Curr No, Inputter,
Date and time, Authorizer, Co Code, Dept Code, Auditor Code, Audit date and time.

• Audit log is important to maintain which keeps track of who inputted and authorized the
record and on which day and the time will also be maintained. This will also maintain the
number of times the record is been amended.
• Apart from the Audit fields you can have any number of Reserved fields. These fields can
be used for future purpose when the user wanted to add any new field.

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Record can have any of the following status
INAU The record is in Unauthorized Status
INA2 The record has to be authorized by two persons
INAO Input not authorized and awaiting override
IHLD The record is put in Hold
REVE The record is reversed
Function Keys
ESC Escape from field or record
F1 Online help will be displayed
F2 Goes to Previous Record
F3 Goes to the Next Record
F4 Takes you to end of page/Record
F5 Commit data
F6 Commits the current record and opens a new record

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KEYBOARD MAPPING

KeyBoard Mapping

Goto options menu and click


Keyboard mapping.
Select Transmit String in
Action prompt and click insert
special characters.
Press the function keys above
and enter the value in the
transmit string and click ok.
This can be done in reflection
only.
F1 Ctrl+U Enter
F2 Ctrl+B Enter
F3 Ctrl+F Enter
F4 Ctrl+E Enter
F5 Ctrl+V Enter

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USER

To create User profile in Desktop, type


USER, I USERID in Command Line

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USER PROFILE

• Colored fields are mandatory


• User Name and Sign on Name should not be same.
• Indicate whether the user in internal or external.
• Specify the name of the Company and the department to which the user is and the
period for which he is allowed to access the system.
• Can mention the areas to which the user will be working and give access to that
application only.
• Any changes made to user profile will be reflected only when the user logs off and
again sign on in the same user name.
• If the user is allowed to view the application then the only function which he will be
allowed is to ‘See’. All these can be achieved only through User Profile. This will be
done by the System administrator.

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ACCESS OF APPLICATION

The access can be restricted to each individual or group of users by using the User Application.

This user will have access to Account application only and the function which the user can have
is input, copy and delete. The value for a particular field can also be defaulted if it is going to be
the same.

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USER SMS GROUP

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USER SMS GROUP

User.SMS.Group is used to save the time by not giving the same permission to each
user in User application rather we give for a group of users. This group name should
be attached in all the user who belong to this group prefixed with an @ symbol.

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MENUS

• Menus are designed to aid Users in navigating the system.


• Menus can be specific to Users, tailor made Application, Versions and Enquiries.
• Menus can be attached to other menus.
• The main menu is defaulted for all Users unless a new menu is attached to their User
Profile.
• Menus can be created using the application HELPTEXT.MENU.

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• Click on Toggle Explorer to display the main menu or the menu allocated to the user.
• The circle within the Menu shows that there is a Sub menu behind this topic. Clicking
the topic will expand and show the applications, Versions or Enquiries attached to it.
• The folders within the menu marked ‘C’ are for Applications I.e Command. The
folders marked ‘E’ are for enquiries.
• Each menu can be tailored to specific Users, reducing the need for the command
line.
• The menus are constructed in a tree structure, where you have the main menus, sub
menu, sub menus of a sub menu and so on.

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Menu Explorer

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User Menus

• User defined menus can be created by using the application HELPTEXT.MENU.


HELPTEXT.MENU, I BASIC.

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HELPTEXT.MENU

• Two menus are created. Basic and Acc.List. Now the user can view the created
menu by typing ?Basic in command line or by attaching the two menu to the main
menu, and the main menu can be attached to a specific user in field ‘Init
Application’. Log off and Log in to the same user name to see the menus attached
to this user.

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HELPTEXT.MAINMENU

• The created menus can be attached to the main menu by using the application
HELPTEXT.MAINMENU.

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COMMANDLINE

The created menu can be viewed by typing ?111 in the command line. The user will
be listed with the menu which is available in 111.

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USER PROFILE

• Now the main menu is ready. We have to attach the id of main menu along with the ?
to the User application in the Field “INIT APPLICATION” ‘?111’. After attaching to
the user, log out and again login to the same user to see the menus for this user. The
user will be attached only with this new menu which is created for him and the main
menu will not be available for him.

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MENU DESIGNER

• Menus can also be constructed using menu designer.


• Menus designer can be accessed using the Tool bar options.

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FUNCTIONS

The various functions other than the two are


A Authorise To authorise a record
C Copy To copy a record
D Delete To Delete a record
H History Restore To Restore a record
I Input or Edit To Input or Edit a record
P Print To Print a record
R Reverse To Reverse a record
S See To View a record
V Verify To Verify a record
Q Auditor Review To Review a record

The system administrator makes sure of the function that the User can access and
gives permission to those functions only.

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Input
Input function is used to input and edit a record. No two user can input the same
record at the same time.
See
See function is used for viewing purpose. Two user can view the same record at the
same time.
Authorize
The moment you input or edit the record, the record need to be authorized. All the
fields had to be gone through before authorizing the record. Only when the record is
authorized, it will be in live file.
Delete
Deleting a record can be done only if the record is in unauthorized stage.

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Reverse
Reverse function is used to reverse the record. Live records can only be reversed.
This means changing the record from authorized stage to unauthorized stage. On
authorization of this record the record moves to history file.
Copy
Copy function can be used to copy the existing record to a new one. When you copy
a record all the details will remain the same, except for the id, system will prompt the
user to enter the Id for that record. The user can make changes in that record and
save that record.
History Restore
The records in the history file can be restored using History restore function.

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Verify Auditor Review
This function is used by the auditors to review the record. When a auditor
reviews the record, two fields in that record will be filled in with the auditor
code along with the date and time on which the auditor reviewed the record.

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