Chapter 2. Installing and configuring
Security 2016
This chapter is relevant to you if this is the first time you are installing Security 2016.
System requirements
Please refer to the "Advanced Features 2016" manual for the recommended minimum
requirements for the operation of your Sage HandiSoft products. The speed and performance of your computer is likely to be improved if your computer exceeds the minimum requirements.
Installing Security 2016
The information on installing Security 2016 is included with the Sage HandiSoft installation CD.
Running Security 2016
To run the Security 2016 program, double-click on the desktop icon.
The "Starting Practice Manager - Security 2016" window will open for you to log in as a user.
Configuration overview
Security 2016 runs in conjunction with all of the Sage HandiSoft programs. The most important thing you need to do is to run Security 2016 as 'Administrator' and set up the users, groups and permissions, specifying any restrictions. To activate the permissions you have set up in Security
2016, you must first do the following:
1. Enable Security 2016.
2. Logging in as 'Administrator', start each remaining Sage HandiSoft program in turn. This will enable each Sage HandiSoft program to detect what has been specified in the Security
2016 permission settings and apply them for the relevant users.
When the users run each program for the first time after enabling Security 2016, they will be prompted for a user name and password. This is the initial check that Security 2016 does to verify that the user has been given permission to run the program and what actions they are permitted to perform within that program.
Administrator access
Before you can run Security 2016 to start configuring users and user groups, you have to log in as a valid user. For this reason, Security 2016 is supplied with a pre-configured user and user group, both named “Administrator”. The Administrator user group has preset permission settings allowing all actions for all the Sage HandiSoft program modules, and has the
Administrator user as a member of the group. Neither the Administrator user nor the
Administrator group can be deleted.
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Chapter 2. Installing and configuring Security 2016 Security 2016
Setting the Administrator password
Initially, the Administrator user does not have a password set. When you first log into a Sage
HandiSoft program as Administrator, the “New Password” window will be opened for you to set a password.
Figure 4: The "New Password" window
The "New Password" window enables the administrator and other users to set their own new password.
To set the Administrator password
1.
In the “New Password” window, type the password in both the New password and Confirm
password fields.
Note: This password is case-sensitive.
2. Click OK to run the program.
The next time you log into a Sage HandiSoft program as Administrator, you will be required to enter this password.
Note: If you forget the Administrator password, Sage Software Australia can give you a temporary password that is only valid for that day. Requests for a temporary password must be faxed to Sage Software Australia Administration on your company letterhead and signed by an authorised person.
After receiving a temporary Administrator password, the first thing you should do is change it to one that you can remember.
Changing the Administrator password
The following procedure describes how you would change the Administrator password. For more information on setting up users, refer to "Maintaining users".
To change the Administrator password
1. Start the Security 2016 program by double-clicking on the Security 2016 desktop icon.
2. On the "Starting Practice Manager
– Security 2016" window, select ADMINISTRATOR as the User Name.
3. In the Password field, enter the current Administrator password. If you have received a temporary password from Sage HandiSoft support, enter it here.
4. Click Start to run the Security 2016 program.
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5. On the Security 2016 Access panel, click the Users button.
Alternatively, from the File menu, click Users.
Security 2016 will open the “Users” window, displaying the list of users.
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