Configurations Menu

On this menu, configure the following options:

• Scheduler

Use this option to schedule Indicator data source imports and to call for meetings.

• Outgoing E-mail Servers

Use this option to configure the e-mail server used to send emails to the users, such as scheduled meeting notifications (other e-mail notices to be implemented in future releases).

• User Directories

Use this option to define the users and user groups that access the Balanced Scorecard (not to be confused with People In Charge of Collection, who do not necessarily access the system).

Procedures

To schedule the import:

1. On the information tree, double-click scheduler. Click New.
2. Name the schedule, choose the action (Other - it may be the scheduling of indicators).

If you choose Meeting Notification, select the meeting.

If Others, define the function to be executed.

If you want to schedule an indicator import, schedule the BSCDATASRCJOB(n) function, in which n is ID code of the schedule entered by Balanced Scorecard in the Data Source.

3. Define the Initial and Final Date and Time, and the frequency between imports. If you enter 12 AM in the frequency, it means only one import takes place between the specified beginning and end.
4. If you import indicators, enter the Environment of Microsiga Protheus® in which the data source is executed.
5. Click Save.

When Balanced Scorecard is ran by any user, a job is executed to monitor the correct schedule dates and times. For this scheduler, select the Scheduler folder and stop/start the job.

To define the outgoing e-mail server:

1. Click Edit and enter the following data:
• E-mail Account: Enter a valid e-mail account, to be the sender e-mail.

(Create an exclusive account for BSC)

• SMTP Server: Enter the SMTP server
• SMTP Port: Enter the SMTP server port number
• User: Enter the name of the e-mail account user
• Password: Enter the e-mail account password

How to define user directories:

1. To define a user, in the Users folder, click New.
2. Enter the requested data. You can correlate the user to a Microsiga Protheus® user, by checking the corresponding box.
3. In the Security folder, define the rights of this user (specific to each element registered in company):
4. Company:
• Architecture: it grants full access to the definitions of all company elements.
• Meetings: use it to schedule meetings.
• People: Use it to keep people registers.
• Strategy:
• Architecture: it grants full access to the information of chosen strategy.
• Panels, Reports, Charts: use them to service these elements.
• View Numbers: use it to view numbers in queries.
• View Colors: use it to view the colors of the cards.
• Access Strategy: use it to access the chosen strategy.
• Perspective:
• View Numbers: use it to view numbers in queries.
• View Colors: use it to view the colors of the cards.
• Objectives:
• View Numbers: use it to view numbers in queries.
• View Colors: use it to view the colors of the cards.
• Indicators:
• Goals, Assessments, Sheets, Data Source, Documents: use them to service these elements.
• View Numbers: use it to view numbers in queries.
• View Colors: use it to view the colors of the cards.
• Initiatives:
• Tasks, Feedbacks and Documents: use them to service these elements.
4. To define a group in the Groups folder, click New.
5. Enter a name for the group.
6. Enter the users that are part of the group.
7. As in users, define security level.

More access (from Group or User) always prevails.