Sage Abra SQL HRMS Abra Workforce Connections. Installation and Setup Guide

Transcription

1 Sage Abra SQL HRMS Abra Workforce Connections Installation and Setup Guide

2 2009 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. Crystal Reports is a registered trademark of Business Objects in the United States and/or other countries. NetLib is a registered trademark of Communication Horizons. OrgPlus is a trademark of HumanConcepts, LLC. TextBridge is a registered trademark of ScanSoft, Inc. Microsoft, Outlook, Windows, Windows NT, Windows Server, the.net logo, Windows Vista and the Windows logo are trademarks or registered trademarks of Microsoft Corporation in the United States and /or other countries. The names of all other products and services are the property of their respective holders. Sage has made every effort to ensure this documentation is correct and accurate but reserves the right to make changes without notice at its sole discretion. Use, duplication, modification, or transfer of the product described in this publication, except as expressly permitted by the Sage License Agreement is strictly prohibited. Individuals who make any unauthorized use of this product may be subject to civil and criminal penalties. For additional assistance on this and other Sage products and services, visit our Web site at:

3 Table of Contents Overview... 1 Introduction...1 System Requirements...1 Hardware and Software Requirements and Recommendations...2 Sage Abra SQL HRMS Firewall / Security Services Configuration...14 Abra Workforce Connections Firewall / Security Services Configuration...14 Network Security Configurations...15 Basic Network Security IIS behind Firewall Advanced Network Security IIS and Two Demilitarized Zones (DMZs) Enhanced Network Security IIS in Demilitarized Zone (DMZ) Abra Workforce Connections Data Execution Prevention Settings...16 Install Abra Workforce Connections on a New Server Using Dynamic Information Sharing with Microsoft Windows 2008 Server...25 Install Abra Workforce Connections...29 Upgrade Abra Workforce Connections Before you begin...47 Upgrade your installation...47 Abra Workforce Connections System Maintenance Configuration and Settings...54 SQL Server...54 E mail...55 Sage Abra SQL HRMS...55 Abra Workforce Connections...55 SQL Maintenance...56 Server Errors...58 Benefit Calculation Errors...59 Duplicate Key Report...60 Remove Logins...61 Web Security...63 Recommended Setup...65 Scheduled Backup and Restore...65 Installation and Setup Guide i

4 Sage Abra SQL HRMS Keys used by Abra Workforce Connections...67 Tables and Keys Setting Up Abra Workforce Connections...71 Set Up Sage Abra SQL HRMS Assign Secondary Supervisors Update E mail Addresses Review Attendance Plan Setup Prepare Data to Use in Abra erecruiter Assign hiring managers Review and update job related information Review and update job codes Prepare code tables for import Set Up Abra Workforce Connections Set Up Pages Define Display, Message Center, and E mail Settings Define Custom Content Define Global Approvers and Global Application Questions Assign Roles Set Up Logon Parameters Set Up Applicant Logon Parameters Define System Settings Define Time Off Customize Abra Workforce Connections (optional) Custom message on the Logon page Company logo and name Links to external intranet or internet sites Post company documents Add a new menu item Place text on pages Display user defined fields ii Abra Workforce Connections

5 Appendix Security Recommendations for Public Accessed Workstations...85 Software Applications...85 Data Security...85 More Best Practices...86 Installation and Setup Guide iii

6 iv Abra Workforce Connections

7 Overview Important! This product should be installed only by a certified Business Partner. Introduction The Installation and Setup Guide is provided to help you install and set up Abra Workforce Connections (AWC). It includes the following topics: System Requirements Install Abra Workforce Connections on a new server Upgrade Abra Workforce Connections v10.0 Abra Workforce Connections System Maintenance Sage Abra Keys used by Abra Workforce Connections Setting Up Abra Workforce Connections System Requirements Before you install Abra Workforce Connections, review the following software and hardware requirements to make sure your server and client are properly configured. Installation and Setup Guide 1

8 Hardware and Software Requirements and Recommendations Hardware and Software Requirements and Recommendations Sage Abra SQL HRMS (without Abra Workforce Connections) Server Requirements Processor Operating System Intel Pentium IV 2.4 (GHz) or higher Install and configure one of the following: Windows Server 2003, Standard or Enterprise Edition, Service Pack 2 or higher Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 15 for details. Windows Server 2008 Netware is currently not supported. Database Install and configure one of the following: SQL Server 2005 Standard Edition Service Pack 3. This must be set up using mixed mode authentication. SQL Server 2005 Express Edition Service Pack 3. This is the default database installed with Abra Workforce Connections. Advanced Services is also required to run full text queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition Service Pack 2 SQL Server 2008 Express Edition Service Pack 2 Note: SQL Server 2005 running on Windows Server 2003 and SQL Server 2008 running on Windows Server Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and 2008 for configuration information for SQL Server and mixed mode authentication setup. Sage Abra SQL HRMS Sage Abra SQL HRMS v10.0 RAM Hard Drive If you are installing Sage Abra Alerts and Sage Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 4 GB 2 GB for the first 1000 employees Additional 1 GB for each additional employee 2 Abra Workforce Connections

9 Hardware and Software Requirements and Recommendations Server Requirements Drive Monitor DVD drive (or any drive capable of reading a DVD) SVGA with 1024x768 or higher resolution. SQL Server Express is appropriate for organizations with five administrative Sage Abra SQL HRMS users or less and 25 concurrent AWC and erecruiter users or less. Organizations with more than five administrative Sage Abra SQL HRMS users or more than 25 concurrent AWC and Abra erecruiter users (administrators, employees, and applicants) should consider a SQL Server database. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: Abra Workforce Connections / Abra erecruiter Server Requirements Processor Intel XEON 2.4GHz or higher During Open Enrollment for Abra Workforce Connections: >500 but <1000 employees Intel XEON 3.0GHz >1000 but <3000 employees: Dual Intel XEON IV 3.0 GHz > 3000 employees: Quad Intel XEON IV 3.0 GHz Operating System Install and configure one of the following: Windows Server 2008 Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed or you will be unable to open the AWC Web page. IIS v6.0: Installation and Setup Guide 3

10 Hardware and Software Requirements and Recommendations Server Requirements IIS v7.0: Windows Server 2003, Standard or Enterprise Edition, Service Pack 2 or higher. For information about Windows Server 2003, Web Edition, refer to the note at the end of this table. 4 Abra Workforce Connections

11 Hardware and Software Requirements and Recommendations Server Requirements Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 15 for details. Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open the AWC Web page. IIS v6.0: Installation and Setup Guide 5

12 Hardware and Software Requirements and Recommendations Server Requirements IIS v7.0: Use Manage Your Server to add and configure: - the Application Server role, including ASP.NET - the Mail Server role Note: Netware is currently not supported. Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and Windows Server 2008 for configuration information for IIS and SMTP. 6 Abra Workforce Connections

13 Hardware and Software Requirements and Recommendations Server Requirements Database Install and configure one of the following: SQL Server 2005 Standard Edition SP3. This must be set up using mixed mode authentication. SQL Server 2005 Express Edition SP3. This is the default database installed with Abra Workforce Connections. Advanced Services is required to run fulltext queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition SP2 SQL Server 2008 Express Edition SP2 Note: SQL Server 2005 running on Windows Server 2003 and SQL Server 2008 running on Windows Server Sage Abra SQL HRMS RAM Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and Windows Server 2008 for configuration information for SQL Server and mixed mode authentication setup. Sage Abra SQL HRMS v10 If you are installing Sage Abra Alerts and Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 4 GB Hard Drive 2 GB for the first 1000 employees Additional 1 GB for each additional 1000 employees Drive DVD drive (or any drive capable of reading a DVD) Monitor SVGA 1024x768 resolution or higher. SQL Server Express is appropriate for organizations with 5 administrative Sage Abra SQL HRMS users or less and 25 concurrent AWC and Abra erecruiter users or less. Organizations with more than 5 administrative HRMS users or more than 25 concurrent AWC and Abra erecruiter users (administrators, employees, applicants) should consider SQL Server. Installation and Setup Guide 7

14 Hardware and Software Requirements and Recommendations About Windows Server 2003 Web Edition: SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2003 Web Edition SQL Server cannot be installed on the same server that is running Windows Server 2003 Web Edition. However, you can use SQL Server with Windows Server 2003 Web Edition if SQL Server resides on a different server. About Windows Server 2008 Web Edition: SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2008 Web Edition. SQL Server can be installed on the same server that is running Windows Server 2008 Web Edition. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: Sage Abra SQL HRMS and Abra Workforce Connections on Same Server Server Requirements Processor Operating System Intel XEON 2.4 (GHz) or higher During Open Enrollment for Abra Workforce Connections: >500 but <1000 employees: Intel XEON 3.0 GHz >1000 but <3000 employees: Dual Intel XEON IV 3.0 GHz >3000 employees: Quad Intel XEON IV 3.0 GHz Install and configure one of the following: Windows Server 2008 Install and configure: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 (must be added automatically during install) Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open 8 Abra Workforce Connections

15 Hardware and Software Requirements and Recommendations Server Requirements the AWC Web page. IIS v6.0: IIS v7.0: Installation and Setup Guide 9

16 Hardware and Software Requirements and Recommendations Server Requirements Windows Server 2003, Standard or Enterprise Edition Service Pack 2 (or higher) is required to install SQL Server Express Edition on Windows Server (For information about Windows Server 2003, Web Edition, refer to the note at the end of this table.) Note: For Windows Server 2003, SP2 or higher, you must verify that the Data Execution Prevention (DEP) settings are correct. Refer to page 15 for details. Install and configure the Application Server, including: - Microsoft Internet Information Services web server and the World Wide Web Publishing Service - SMTP Service 1, 3 - ASP.NET 3.5 Framework (added during install) Warning: Warning: If ASP.NET 3.5 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Web Service Extension for ASP.NET v3.5 from Prohibited to Allowed, or you will be unable to open the AWC Web page. IIS v6.0: 10 Abra Workforce Connections

17 Hardware and Software Requirements and Recommendations Server Requirements IIS v7.0: Use Manage Your Server to add and configure: - the Application Server role, including ASP.NET - the Mail Server role, including your e mail domain name Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and Windows Server 2008 for configuration information for IIS and SMTP. Netware is currently not supported. Installation and Setup Guide 11

18 Hardware and Software Requirements and Recommendations Server Requirements Database Install and configure one of the following: SQL Server 2005 Standard Edition Service Pack 3(must be set up using mixed mode authentication) SQL Server 2005 Express Edition Service Pack 2. This is provided during Abra Workforce Connections installation. Advanced Services is required to run fulltext queries in Abra erecruiter when searching resumes. SQL Server 2008 Standard Edition SQL Server 2008 Express Edition Note: SQL Server 2005 running on Windows Server 2003 and SQL Server 2008 running on Windows Server Sage Abra SQL HRMS RAM Hard Drive Drive Monitor Refer to the Abra Workforce Connections Technical Installation Guide for Windows Server 2003 and Windows Server 2008 for configuration information for SQL Server and mixed mode authentication setup. Sage Abra SQL HRMS v10.0 If you are installing Sage Abra Alerts and Abra Workforce Connections on the same server, you must install Sage Abra Alerts before installing Abra Workforce Connections. 4 GB 2 GB for the first 1000 employees Additional 1 GB for each additional 1000 employees DVD drive (or any drive capable of reading a DVD) SVGA 1024x768 resolution or higher. Performance may dictate moving the installed applications to a multi server environment. SQL Server Express Edition (the embedded database installed with Abra Workforce Connections) is appropriate for organizations with 5 administrative Sage Abra SQL HRMS users or less and 25 concurrent AWC users or less. Organizations with more than 5 administrative Sage Abra SQL HRMS users or more than 25 concurrent AWC and Abra erecruiter users (administrators, employees, applicants) should consider SQL Server. About Windows Server 2003 Web Edition: SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2003 Web Edition 12 Abra Workforce Connections

19 Hardware and Software Requirements and Recommendations SQL Server cannot be installed on the same server that is running Windows Server 2003 Web Edition. However, you can use SQL Server with Windows Server 2003 Web Edition if SQL Server resides on a different server. About Windows Server 2008 Web Edition: SQL Server 2005 or 2008 Express Edition can be installed on the same server that is running Windows Server 2008 Web Edition. SQL Server cannot be installed on the same server that is running Windows Server 2008 Web Edition. More helpful information: Information concerning SQL Server security, stability, and scalability is available at the following link: Client System Requirements Client Requirements for Sage Abra SQL HRMS Computer/Processor Operating System Windows XP SP3 Intel Pentium III or compatible 1.3 (GHz) or higher Windows Vista Windows 7 RAM Hard Drive Display Peripherals Windows XP: 1 GB Windows Vista: 1 GB Windows 7: 1 GB 50MB available space required for client installed components XGA (1024 x 768) resolution or higher, using a High Color (16 bit) display setting or higher Mouse or other compatible pointing device Client Requirements for Web Access to Abra Workforce Connections and erecruiter only Your system must meet the minimum requirements for Microsoft Internet Explorer version 7 or version 8. Installation and Setup Guide 13

20 Hardware and Software Requirements and Recommendations Sage Abra SQL HRMS - Firewall / Security Services Configuration The firewall considerations for Sage Abra SQL HRMS clients are as follows: Outgoing connections The following ports must be open for clients to connect to AWC: www http: 80/TCP This is needed only when non secure (http) access to the server is allowed. https: 443/TCP This is needed only if you want https access to the server and it is configured When Sage Abra SQL HRMS is configured to connect to a non local SQL Server, incoming and outgoing traffic for the following port is required. Refer to Microsoft Knowledge Base article INF: TCP Ports Needed for Communication to SQL Server Through a Firewall at: us;q mssql ms sql: 1433/TCP Abra Workforce Connections - Firewall / Security Services Configuration The firewall considerations for an Abra Workforce Connections server are as follows: Incoming connections The following ports must be open for incoming connections to the server: www http: 80/TCP This is needed only when non secure (http) access to the server is allowed. https: 443/TCP This is needed only if you want https access to the server and it is configured Outgoing connections When Abra Workforce Connections is configured to connect to a non local SQL Server, incoming and outgoing traffic for the following port is required. Refer to Microsoft Knowledge Base article INF: TCP Ports Needed for Communication to SQL Server Through a Firewall at: us;q mssql ms sql: 1433/TCP 14 Abra Workforce Connections

21 Hardware and Software Requirements and Recommendations To resolve IP addresses via DNS (depending on your server configuration), the following ports need to be open: domain: 53/TCP domain: 53/UDP To send mail from the local SMTP service, at least the following port has to be available if outgoing e mails are configured to be sent or forwarded from the Abra Workforce Connections server: smtp: 25/TCP Network Security Configurations The following images are of common configurations that are used when implementing Abra Workforce Connections or Abra erecruiter. These are guidelines only and may be modified for your environment. Basic Network Security IIS behind Firewall Advanced Network Security IIS and Two Demilitarized Zones (DMZs) Installation and Setup Guide 15

22 Hardware and Software Requirements and Recommendations Enhanced Network Security IIS in Demilitarized Zone (DMZ) Abra Workforce Connections - Data Execution Prevention Settings Data Execution Prevention (DEP) is a set of hardware and software technologies that perform additional checks on memory to help prevent malicious code from running on a system. If you are running Abra Workforce Connections on a Windows 2003 Server with Service Pack 1 or higher, you must verify the DEP settings are correct. On the Abra Workforce Connections server, follow the steps below. We recommend that these steps be performed only by the company s IT department. Note: After verifying the DEP settings, you will be instructed to reboot the server. Therefore, before you begin, we recommend you make the necessary preparations for this required server reboot. 1. Verify the operating system is Windows 2003 Server with Service Pack 1 or higher: click Start > Run, type winver, and press Enter. 2. Verify the processor supports hardware DEP: a. Go to Control Panel > System > Advanced. b. Click Settings in the Performance section. c. Click the Data Execution Prevention tab. d. Verify that you do not see the following text at the bottom of the tab: Your computer s processor does not support hardware based DEP. However, If you do not see the text and Abra Workforce Connections is generating error , do the following to switch DEP settings: a. Go to Control Panel > System > Advanced. 16 Abra Workforce Connections

23 Hardware and Software Requirements and Recommendations b. Click Settings in the Performance section. c. Click the Data Execution Prevention tab. d. Select Turn on DEP for essential Windows programs and services only. e. Click OK to save and close all dialog boxes. 4. Reboot the server. Tip: Refer to the following Microsoft Knowledge Base article for more information on DEP: Installation and Setup Guide 17

24 Hardware and Software Requirements and Recommendations 18 Abra Workforce Connections

25 Install Abra Workforce Connections on a New Server Follow these instructions and cautions if you are installing Abra Workforce Connections for the first time. Please read the following before you begin! Do not install Abra Workforce Connections on a Windows Server that is an Active Directory or Domain Controller. Microsoft does not recommend this course of action and Sage does not support this configuration. Do not install Abra Workforce Connections on the same server as the original Abra ESS product. Potential conflicts can arise with utility versions and Sage does not support this configuration. Currently, Abra Workforce Connections can be used on the same server as Microsoft Windows SharePoint Services 2.0. However, Sage does not recommend this and cannot assist customers with issues that may result from this type of installation. Customers who pursue this type of installation must install SharePoint Services 2.0 on a site other than the default web site. Abra Workforce Connections will be installed to use the default web site. Adding SharePoint Services to the default web site will prevent access to an installed version of Abra Workforce Connections. To troubleshoot installation issues, please visit: us/stsi01.mspx Verify your Internet Information Services (IIS) configuration before installing Abra Workforce Connections. Refer to the document Verification of IIS Install on Windows 2003 if you are installing on a Windows Server To obtain these documents, log on to Partner Resource Online (PRO) and navigate to.../abra/productinfo/abraworkforceconnections/index.asp You must install Sage Abra SQL HRMS before you install Abra Workforce Connections. Refer to the Sage Abra SQL HRMS Installation and Setup Guide for installation instructions. If you will be using Abra erecruiter, you must have Adobe Reader 7.x installed on the Abra Workforce Connections server to enable full text indexing for searching resumes in PDF format. Adobe Reader 7.x is included on the Sage Abra SQL HRMS 10.0 Installation DVD. You must back up your Sage Abra SQL HRMS system using your external backup procedures. Make sure everyone has exited Sage Abra SQL HRMS before beginning the backup and installation. You must have Administrator access (Local Administrator access is preferred) and access to the Sage Abra SQL HRMS data to perform the Abra Workforce Connections installation. Installation and Setup Guide 19

26 Hardware and Software Requirements and Recommendations Your Sage Abra SQL HRMS database must be accessible through a local or UNC path (Windows share) from your Abra Workforce Connections server. If you are loading Abra Workforce Connections from a network drive, we recommend that the files are copied to a local drive or that the network connection be initialized during startup. When you enter text in fields on the installation pages (such as the company name or server name), the text must contain only alpha or numeric characters (alphabetic characters a z, A Z and numeric characters 0 9). You must not use any special characters or punctuation marks). If ASP.NET 3.0 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Status of the Web Service Extension for ASP.NET v2.0 from Prohibited to Allowed, or you will be unable to open the AWC Web page. IIS v6.0: 20 Abra Workforce Connections

27 Hardware and Software Requirements and Recommendations IIS v7.0: For supervisors who have more than 500 direct/indirect reports, a Request timed out error may occur, which causes their direct reports to not display. Complete the following steps to resolve the error: In IIS v6.0: 1. Launch Internet Information Services (IIS) Manager. 2. Right click Web Sites and select Properties. Installation and Setup Guide 21

28 Hardware and Software Requirements and Recommendations 3. Change the Connection timeout: field to 315 seconds and click Apply. The Description field containing Default Web Site should automatically update. Click OK. 4. After changing the settings for the Web sites, the World Wide Web will need to be restarted. 5. Launch Administrative Tools > Services and right click World Wide Web and select Restart. 22 Abra Workforce Connections

29 Hardware and Software Requirements and Recommendations In IIS v7.0: 1. Launch Internet Information Services (IIS) Manager. 2. Click Sites then click Set Web Site Defaults to open the Web Site Defaults dialog box. Installation and Setup Guide 23

30 Hardware and Software Requirements and Recommendations 3. Expand the Connection Limits node and set the Connection Time outs field to Restart the World Wide Web service. 24 Abra Workforce Connections

31 Using Dynamic Information Sharing with Microsoft Windows 2008 Server Using Dynamic Information Sharing with Microsoft Windows 2008 Server Information sharing capability allows you to share workforce data with other employees in your company. The View Builder is a highly versatile and customizable analytical tool that allows you to implement information sharing in your company. The View Builder allows you to create a View (similar to a template) that generates data and displays the output in your web browser. Follow the steps below if you will install Abra Workforce Connections on a server running Windows 2008 Server and plan to use the View Builder. 1. On the server, select Start > Administrative Tools > Server Manager to open the Server Manager dialog box. 2. Click the Roles node in the left hand pane. 3. Click Add Roles Services to open the Add Role Services dialog box. Installation and Setup Guide 25

32 Using Dynamic Information Sharing with Microsoft Windows 2008 Server 4. Select Application Development. 5. Scroll down the list of Role services and select Security. 26 Abra Workforce Connections

33 Using Dynamic Information Sharing with Microsoft Windows 2008 Server 6. Scroll down the list of Role services and select IIS 6 Management Compatibility. 7. Click Next then click Install to install the selected components. Installation and Setup Guide 27

34 Using Dynamic Information Sharing with Microsoft Windows 2008 Server 8. After the install is complete, click the Features node then click Add Features to open the Add Features Wizard. 9. Select SMTP Server. If necessary, click Install Services to also install the Web Server (IIS) service. 28 Abra Workforce Connections

35 Install Abra Workforce Connections 10. Click Next then click Install to install the selected features. 11. Restart the server. Install Abra Workforce Connections 1. Close all running applications. 2. Insert the Sage Abra SQL HRMS 10.0 Installation DVD into your DVD drive. If Autorun is enabled on your system, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and then double click Launch.exe. Tip: If you are installing from a folder on a hard drive, you must use a mapped drive. Installation and Setup Guide 29

36 Install Abra Workforce Connections 3. If you will be using Abra erecruiter, you must have Adobe Reader 7.x installed to enable full text indexing for searching resumes. If you need to install it, click Install Acrobat Reader, complete the installation, and then repeat step 2 to return to the Installation dialog box. 4. If you will be using Abra Workforce Connections with SQL Server 2005 (Service Pack 2), proceed to step 6. Otherwise, if you will be using Abra Workforce Connections with SQL Server 2005 Express Edition, do the following: a. Select Sage Abra Workforce Connections then click Install SQL Server 2005 Express Edition with Advanced Services and proceed with the installation. Be advised of the following information as you install: You must remove any beta or Community Technology Preview (CTP) versions of SQL Server Management Studio Express from your system before installation. Otherwise, this installation of SQL Server 2005 Express Edition will fail. A known issue may cause the installation of SQL Server 2005 Express Edition to pause for a significant amount of time during the installation. That is, when the primary domain has many external trust relationships with other domains, or many lookups are performed at the same time, the time required to look up domain group names may increase significantly. To work around this issue, you can temporarily disable the network on the computer where the installation will run. To do this, either disconnect the network cable or type the following command at a command prompt: ipconfig /release Abra Workforce Connections needs its own SQL Server 2005 Express Edition instance on the Abra Workforce Connections server, even if a separate instance has 30 Abra Workforce Connections

37 Install Abra Workforce Connections already been installed for use with Sage Abra SQL HRMS. The new instance created during AWC installation is AWCexpress. The Advanced Services add on is included in the installation as it is required for full text indexing when searching resumes in Abra erecruiter. The system checks for, and if necessary, installs prerequisites for installation (Windows Installer 3.1,.NET Framework 2.0, and MDAC 2.8) before it begins installing SQL Server 2005 Express: Warning: If ASP.NET 3.0 Framework installed, you must navigate to the Internet Information Services (IIS) Manager and change the Status of the Web Service Extension for ASP.NET v2.0 from Prohibited to Allowed, or you will be unable to open the AWC Web page. IIS v6.0: Installation and Setup Guide 31

38 Install Abra Workforce Connections IIS v7.0: The required components are configured: The configuration includes a new version of SQL Server Books Online. However, if SQL Server 2005 Express Edition is already installed, the following warning displays. Click OK to proceed., 32 Abra Workforce Connections

39 Install Abra Workforce Connections b. SQL Server Management Studio Express is included in the installation. Click Next on the Welcome page to proceed. 5. Review the License Agreement and select I accept the terms in the license agreement. Click Next. 6. On the Registration page, enter your name and organization. Click Next. Installation and Setup Guide 33

40 Install Abra Workforce Connections 7. Select Management Studio Express to install the interactive management tools. Click Next. 8. Click Install to begin the installation. 34 Abra Workforce Connections

41 Install Abra Workforce Connections 9. When installation is complete, click Finish. 10. After completing the SQL Server Express and SQL Server Management Studio Express installations, open Management Studio Express (Start > Programs > SQL Server 2005 > SQL Server Management Studio), click the Object Explorer tab and verify that the AWCExpress instance exists. Installation and Setup Guide 35

42 Install Abra Workforce Connections 11. When SQL Server 2005 Express Edition installation is complete, restart your system then repeat step 2 to return to the Installation dialog box. 36 Abra Workforce Connections

43 Install Abra Workforce Connections 12. Click Install Abra Workforce Connections The Welcome dialog box opens. Click Next. 13. In the License Agreement dialog box, read the License Agreement. Select I accept the terms of the license agreement and click Next. Installation and Setup Guide 37

44 Install Abra Workforce Connections 14. In the Customer Information dialog box, enter your User Name, Organization, Serial Number, and Install Code and then click Next. 15. In the Destination Folder dialog box, select the path and directory where you want Abra Workforce Connections and components installed (local drives only). The server can be the same as the Sage Abra SQL HRMS server, but this is not a requirement. Click Next. 38 Abra Workforce Connections

45 Install Abra Workforce Connections 16. In the Abra HRMS SQL Server Setup dialog box, specify the server configuration for the Sage Abra SQL HRMS database. Enter the Server Name, User Name, Password, and Database. Click Next. 17. In the Abra Workforce Connections Web Alias dialog box, the Name/Alias defaults to selfservice. This is the Name/Alias that is used when you access Abra Workforce Connections from your web browser. If you want selfservice as your Name/Alias, click Next to accept this name. Otherwise, enter the appropriate Name/Alias and click Next. Installation and Setup Guide 39

46 Install Abra Workforce Connections 18. In the E mail Configuration dialog box, you must select Enable E mails (SMTP) to install Abra Workforce Connections. If you do not want AWC to send e mails automatically, you can disable this setting on the System Maintenance page later. If you choose to maintain this setting, you must configure your SMTP server before you can enable e mail delivery. Click Next. 19. In the SQL Server Setup dialog box, indicate whether you are using SQL Server 2005 or SQL Server 2005 Express Edition (the default database embedded with Abra Workforce Connections). Enter Server Name, User Name, Password, and Database. If you are using SQL Server, you must provide a SQL Server logon that has been given dbo (database owner) permissions. Click Next. 40 Abra Workforce Connections

47 Install Abra Workforce Connections 20. In the Ready to Install the Program dialog box, click Install to proceed with the installation. 21. The system displays Installation dialog boxes indicating the progress of the installation. Installation and Setup Guide 41

48 Install Abra Workforce Connections 22. When the InstallShield Wizard Completed dialog box displays, click Finish. 23. When installation is complete, click Yes to restart your computer. 24. After your computer restarts, select Start > All Programs > Abra Workforce Connections > System Maintenance to open the System Maintenance page. 42 Abra Workforce Connections

49 Install Abra Workforce Connections 25. Review the information then click Save. 26. Click the SQL Maintenance tab and verify the path for your Abra Workforce Connections database backup file. 27. Click Backup and confirm the action to start the process. An indicator shows the process as it runs and a message displays when it is finished. 28. Click the Duplicate Key Report tab and Run Report button. This verifies that you can access the Sage Abra HRMS data location and that the user account to access Sage Abra data is correct. If there are errors in the database, give the report to the person responsible for Installation and Setup Guide 43

50 Install Abra Workforce Connections maintaining the data so they can fix the errors. Refer to Duplicate Key Report on page 60 for more information. 29. Close the System Maintenance page. 30. Launch Microsoft Internet Explorer on any client workstation connected to the server (but not the server itself) and enter the following URL in the Address field: If you already have a domain name for external access and intend to use https, enter: Notes: The <ConfiguredVirtualDirectoryName> is the Name/Alias you entered in step 12 above. You must enter the URL exactly as the Sage Abra SQL HRMS client calls it, as this is what is stored in Sage Abra SQL HRMS to allow access to Abra Workforce Connections. The system stores the Abra Workforce Connections URL in the SYENTER system table as E_AWCURL 44 Abra Workforce Connections

51 Install Abra Workforce Connections 31. The Abra Workforce Connections logon page opens. 32. Installation is now complete and you are ready to start using Abra Workforce Connections. Refer to Setting Up Abra Workforce Connections on page 71. Installation and Setup Guide 45

52 Installation and Setup Guide 46

53 Upgrade Abra Workforce Connections Before you begin Verify that Sage Abra SQL HRMS has been installed and is working correctly. Verify that you have Administrator access (Local Administrator access is preferred) and permissions to log on as a service, launch processes, and access the Sage Abra SQL HRMS data. If you are using Abra Workforce Connections/Open Enrollment, make sure all enrollment periods are closed, and that all users have exited and logged off from Sage Abra SQL HRMS and Abra Workforce Connections before beginning the backup and upgrade. When the upgrade is complete, you will be instructed to restart your computer. Therefore, before you begin the upgrade, we recommend you make the necessary preparations for this required restart. Upgrade your installation 1. Using your external backup procedures, do a backup of the Sage Abra SQL HRMS and AWC databases to a media device that is external to your Sage Abra SQL HRMS and AWC servers. a. Log on to the AWC server and select Programs > Abra Workforce Connections > System Maintenance to open the AWC System Maintenance page. 1. On the Configuration and Settings tab, in the Abra Workforce Connections section, select the Locked check box. 2. Click Save. b. Go to the SQL Maintenance tab, verify the Backup File Path is correct, then click Backup, and confirm the action to start the process. c. When the backup is finished, go to the Configuration and Settings tab and clear the Locked check box. d. Prepare to upgrade AWC by closing all Windows or DOS applications you have running. e. Insert the Sage Abra SQL HRMS 10.0 Installation DVD into your DVD drive. If Autorun is enabled on your system, the Installation dialog box opens. If the Installation dialog box does not automatically open, browse to your DVD drive, and double click Launch.exe. Installation and Setup Guide 47

54 Upgrade your installation 2. Select Sage Abra Workforce Connections and then select Install Abra Workforce Connections The installation program detects that a previous version of Abra Workforce Connections has been installed. Click Next. 4. In the HRMS Database Type dialog box, select the SQL Server database type and click Next. 5. In the Abra HRMS SQL Server Setup dialog box, enter Server Name, User Name, Password, and Database. If you are using a SQL database, you must provide a SQL Server logon that has been given dbo (database owner) permissions. Click Next. 6. In the Ready to Install the Program dialog box, click Install to proceed with the installation. 48 Abra Workforce Connections

55 Upgrade your installation 7. The system displays Installation dialog boxes indicating the progress of the installation. 8. When the InstallShield Wizard Completed dialog box displays, click Finish. Installation and Setup Guide 49

56 Upgrade your installation 9. When the upgrade is complete, click Yes to restart your computer. 10. After your Abra Workforce Connections server restarts, from the Start menu select All Programs > Abra Workforce Connections > System Maintenance to open the System Maintenance page. Click the SQL Maintenance tab and verify or enter the location and name of your Abra Workforce Connections database backup file. 11. Click Backup and confirm the action to start the process. An indicator shows the process as it runs and a message displays when it is complete. 50 Abra Workforce Connections

57 Upgrade your installation 12. Click the Configuration and Settings tab and click Save. Exit System Maintenance. The upgrade is now complete and you are ready to start using Abra Workforce Connections. Installation and Setup Guide 51

58 Upgrade your installation 52 Abra Workforce Connections

59 Abra Workforce Connections System Maintenance After you have installed Abra Workforce Connections, use the System Maintenance page to configure your system, diagnose and troubleshoot errors, and check for invalid Abra Workforce Connections logons. The System Maintenance page resides in a secure location on the server where Abra Workforce Connections is installed. To open the page, you must have access to this local computer. From the Start menu on your Abra Workforce Connections server, select All Programs > Abra Workforce Connections > System Maintenance. Click the tabs on the page to do the following. Set configuration and settings Perform SQL maintenance Review server errors Review benefit calculation errors Run the Duplicate Key report Remove invalid logons Set Web security Note: If errors occur, they display in the blank area at the top of each page. If the entire message does not fit in the area, rest the pointer over the message to see it in its entirety. Installation and Setup Guide 53

60 Configuration and Settings Configuration and Settings This page is used to review or modify system information such as the SQL database connection, Sage Abra HRMS data location, and your install code, serial number and product licensing. These are systemspecific settings that must be configured in order for Abra Workforce Connections to function. The configuration values are set during the installation of Abra Workforce Connections, but you can modify them using the page. When you click Save to save your changes, the utility validates information on this page and returns error messages when you enter invalid information. Important! You cannot save any information in the System Maintenance utility or proceed with any other system maintenance functions until you resolve all validation errors. SQL Server If you are using SQL Server 2005 Express Edition as your Abra Workforce Connections database, do not change any of the information in the SQL Server section. Server Name: Name of the SQL server where the Abra Workforce Connections database is located. 54 Abra Workforce Connections

61 Configuration and Settings Database Name: Name of the Abra Workforce Connections database. If you change the name of the database, enter the new name here. For example, you might have restored a backed up database and renamed it. User Name and Password: A valid SQL server user name and password is required to access the SQL server (this is the user name and password defined on page 48).The user account must have dbo (database owner) permissions to access the database on the SQL server. Enabled: This option is selected after installing Abra Workforce Connections. Leave Enabled selected if you want Abra Workforce Connections users to receive an e mail whenever a notification is sent to the Message Center. If the customer does not need e mail or does not have the SMTP service configured yet, clear the check box. SMTP Server: E mail server used by Abra Workforce Connections. SMTP should always be installed on the local server and be configured to forward e mail. The SMTP server name must always remain localhost or <Local Server Name> unless directed by Sage Customer Support. Sage Abra SQL HRMS This indicates the Sage Abra SQL HRMS database type to which you are connecting. Select SQL Server to display the following: Server Name: Name of the SQL server where the Sage Abra SQL HRMS database is located. Database Name: Name of the Sage Abra SQL HRMS database. If you change the name of the database, enter the new name here. For example, you might have restored a backed up database and renamed it. User Name and Password: A valid SQL server user name and password is required to access the Sage Abra SQL HRMS database. The SQL Server logon must have dbo (database owner) permissions. Abra Workforce Connections Locked: Select this check box to lock Abra Workforce Connections, which will log off any employee currently logged on and prevent other employees from logging on. This allows you to perform tasks such as backing up and restoring the Abra Workforce Connections database. Warning: If anyone using Abra Workforce Connections makes any changes between the time the Sage Abra SQL HRMS and Abra Workforce Connections databases are backed up and the time the databases are restored, all changes are lost (including notifications, employee requests, and pending changes) when you restore the database (because the data was not yet posted to Sage Abra SQL HRMS). This means that anyone who made a change must re enter his or her changes. Installation and Setup Guide 55

62 SQL Maintenance To avoid this situation, lock the Abra Workforce Connections database before you do a backup and then unlock it only when you are sure you do not have to restore the database. Session Timeout: Duration of inactivity (in minutes) before someone is automatically logged off from Abra Workforce Connections. Enter a value between 0 and 999. Serial Number and Installation Code: Information used to determine the employee license count and which Abra Workforce Connections modules are installed and available. Customer Service provides this number. The Installed Components and User Licenses reflect the current configuration and change accordingly if you enter a new serial number and installation code to add new components or more user licenses. Save: The system validates the configuration and settings and returns a message if there are invalid entries. Reset: Returns all fields to the default values. Reset Master Password: Changes the Master Password back to the default value of master. You receive a message reminding you to change the password to something other than master the next time you log on. SQL Maintenance This page is used to back up or restore your Abra Workforce Connections database. 56 Abra Workforce Connections

63 SQL Maintenance Note the following before you begin: In order for the Abra Workforce Connections and Sage Abra SQL HRMS databases to stay synchronized, whenever you back up or restore your Abra Workforce Connections database, you must also do the same operation in Sage Abra SQL HRMS. Warning: If anyone using Abra Workforce Connections makes any changes between the time the Sage Abra SQL HRMS and Abra Workforce Connections databases are backed up and the time the databases are restored, all changes are lost (including notifications, employee requests, and pending changes) when you restore the database (because the data was not yet posted to Sage Abra SQL HRMS). This means that anyone who made a change must re enter his or her changes. To avoid this situation, lock the Abra Workforce Connections database before you do a backup and then unlock it only when you are sure you do not have to restore the database. The \Sage Software\Abra Workforce Connections\CustomFiles folder on the Web server is not backed up during the backup procedure. This is the folder where custom style sheets and custom graphics are uploaded when you perform the Abra Workforce Connections Load to Server operation. If you have uploaded files, you should do a separate, manual backup of this folder whenever you back up your database. Also, if you saved any custom files in the \Sage Software\Abra Workforce Connections\Web folder (such as in Web\CSS or Web\Images), do a manual backup of these folders. Page information: Backup File Path: This is the location and name of your Abra Workforce Connections database backup file. Confirm that it is correct. Backup: Click Backup and confirm the action to start the process. An indicator shows the process as it runs and a message displays when it is finished. Restore: Click Restore and confirm the action to start the process. An indicator shows the process as it runs and a message displays when it is finished. Note: If you restore a database that was backed up in a previous version of Abra Workforce Connections, the system automatically upgrades the database to the latest installed version during the restore process. Upgrade Database: Do not use this unless directed by Sage Customer Support. Key Update: Do not use this unless directed by Sage Customer Support. Apply Fix File: Do not use this unless directed by Sage Customer Support. Installation and Setup Guide 57

64 Server Errors Server Errors This page displays a message for each critical Abra Workforce Connections error. The messages contain the following information: The error message The user that caused the error Client information Server information Complete stack trace and SQL if applicable To read a message, highlight the error in the top section and highlight an item in the middle section. The information displays in the bottom section. Be prepared to send this to Sage Customer Support if you are working with them to troubleshoot an issue. Because error messages written to the server s event log may contain user data, for security purposes you can use the Abbreviate Logged SQL Errors option. When you select the check box, the system will crop server error messages, abbreviating them to the first few characters. However, because this is likely to strip off information that could help determine the cause of the error, you can also clear the check box to log the full server error. 58 Abra Workforce Connections

65 Benefit Calculation Errors You can also click Open File and navigate to the error log on the server (\Sage Software\Abra Workforce Connections\Log) to open the error file. Note that when a server error occurs in Abra Workforce Connections, the employee sees a high level description of the error and has the ability to send the error to the technical administrator, as illustrated in the following figure. Benefit Calculation Errors The system keeps a daily log of all benefit calculation errors and provides the ability to access the log files on this page. You can click a file to see the expressions that caused the calculation error. However, this information does not provide the location in Sage Abra SQL HRMS where the errors occur. The error log is also available on the server at \Sage Software\Abra Workforce Connections\Log. Installation and Setup Guide 59

66 Duplicate Key Report Duplicate Key Report This page is used to run a report to see all Sage Abra SQL HRMS records that have identical keys. When someone working in Abra Workforce Connections attempts to open a page with records that contain duplicate keys, the system generates the message No records could be displayed. Contact your Human Resources department for assistance. For the reason, you should run this report and delete all duplicate records before allowing anyone to log on to Abra Workforce Connections for the first time. Tip: You should run this report every couple of months at a time when the Sage Abra SQL HRMS database is not heavily used. The duplicate key report examines Sage Abra SQL HRMS tables used by Abra Workforce Connections and displays each table where duplicate keys are found, a list of the columns that make up the key (the combination of all data in these columns should be unique), and a list of column value combinations (keys) that have multiple matching records in the table. Refer to page 67 for a list of the keys in Sage Abra SQL HRMS tables used by Abra Workforce Connections. The following figure shows that the Terminated Employee Personnel table has duplicate records and requires maintenance. You can resolve these conflicts through the Sage Abra SQL HRMS client by changing information in fields for the records listed or you can correct duplicate records directly in the SQL tables. 60 Abra Workforce Connections

67 Remove Logins Note: If you do not have access to Microsoft SQL Server or do not have experience in modifying tables, contact Sage Customer Support for assistance. For tables that contain records that are connected to individual employees, an additional column with the employee name is shown in the duplicate record listing. For example, the preceding figure shows that empno 3055 has a duplicate record. The following Skills page for empno 3055 in the Sage Abra SQL HRMS client shows two COMPUTER skill codes. To fix the duplicate record for this employee, delete one of the records. To save or print the report as an.rtf file, click Export. Remove Logins This page displays logins that are no longer associated with Sage Abra SQL HRMS employees. Select a Login Name and click Remove Logins to remove it from the Abra Workforce Connections Users database (tusers). An employee user license becomes available for each invalid login name that is removed. Installation and Setup Guide 61

68 Remove Logins Note: If a login is assigned as a hiring manager or supervisor for a requisition in Abra erecruiter, you must remove the login from the requisition in order to delete it from the AWC Users database. You can also use this page to see all users (with valid or invalid logons) in the Sage Abra Employee database (HRPERSNL.DBF). Follow the steps below. 1. Double click the image in the upper left corner to reveal the Show All Users check box. 2. Select the Show All Users check box to display all employees. 3. With all employees displayed, you can proceed to select and remove all employees from the Abra Workforce Connections Users database (tusers). This function is useful if you are moving customer data from a test environment to a live environment. Warning: Selecting Show All Users and clicking Remove Logons irrevocably deletes all employee, manager, and administrator data in Abra Workforce Connections, including notifications, pending benefit elections, and time off requests. You should never remove logons without first creating a backup of your Abra Workforce Connections database. 62 Abra Workforce Connections

69 Web Security Web Security This page is used to configure the URLs and Client IP addresses that can create a session using the internal and external entry points to Abra Workforce Connections. Use this page to restrict internal and external users access to your Abra Workforce Connections system. (See below for Recommended Setup.) 1. From the Start Page drop down list, select the page that should open when the user logs on: Employee / Administrator Select this to open the internal start page (the AWC Logon page). External Applicant If Abra erecruiter is part of the installation code, select this to open the external start page (the Abra erecruiter Recruiting Welcome page). View Consumer If you are using the Dynamic Information Sharing capability, select this to open a page created with View Builder. 2. In the http(s)// field, enter the server/dns name of all servers you want to allow when requesting the selected start page. Click Add to add the name to the list (if the list is empty, there are no restrictions). Note that the following characters are not permitted as part of a server name: `~!@#$%^&()= \{}[];\ʺʹ<>,/ Installation and Setup Guide 63

70 Web Security 3. In the IP field, enter four sets of numbers that make up a Client IP address. Click Add to add the number as an allowable address when requesting the selected start page (if the list is empty, there are no restrictions). For each IP box, enter up to three characters. Note that only the following characters are allowed: *? 4. Restart IIS. This is required whenever you make a change to Web Security. Follow the steps below to restart IIS. a. From an MS DOS prompt, type iisreset and press ENTER. b. When the Services page opens, right click World Wide Web Publishing Service and select Restart. 64 Abra Workforce Connections

71 Scheduled Backup and Restore Recommended Setup Limit the Employee / Administrator page (internal entry point) to a DNS or wins name of the server that is designated for Employee Self Service / internal use. Optionally, if employee access over the Internet is not desired, limit the Client IP addresses to only those that match the company Intranet. The External Applicant page (external entry point) can optionally be restricted to the DNS name of the server that is used for Abra erecruiter applicant access. Limit the View Consumer page (internal entry point) to a DNS or wins name of the server that is designated for Employee Self Service / internal use. Optionally, if View access over the Internet is not desired (that is, you will only be distributing View output as Microsoft Excel Web Query (*.iqy) files), limit the Client IP addresses to only those that match the company Intranet. Scheduled Backup and Restore InstallHelper.exe is a command line tool that is used to create scheduled backups of your Abra Workforce Connections data for both SQL Server and SQL Server 2005 Express Edition. It is located in the \Bin folder on the Abra Workforce Connections server (\Sage Software\Abra Workforce Connections\Web\Bin). This tool performs a backup or restore of Abra Workforce Connections data, along with error handling, logging, and automatic remapping of the database media paths when databases are restored to a different database or server. To create a scheduled backup, use the at command. Refer to Microsoft Knowledge Base Article How To Use the AT Command to Schedule Tasks at: us;q The command line parameters relevant for a backup or restore are: /backup= <SQLBackupFileAndPath> This creates a backup of the currently configured Abra Workforce Connections database in the specified file. /restore= <SQLBackupFileAndPath> This restores the specified file to the currently configured Abra Workforce Connections database. In both cases, the file and path supplied are on the SQL Server or SQL Server 2005 Express Edition. Installation and Setup Guide 65

72 Scheduled Backup and Restore 66 Abra Workforce Connections

73 Tables and Keys Sage Abra SQL HRMS Keys used by Abra Workforce Connections This is a list of all the Sage Abra SQL HRMS tables that are used by Abra Workforce Connections. The values in each of these key columns must be unique. Refer to page 60 for information on running a Duplicate Key report. When importing data from a third party system to Sage Abra SQL HRMS, these key columns must be populated and no two records in these tables should have identical values. If there are any duplicate records, they must be removed so that Abra Workforce Connections can correctly read the data Table Key Columns Attendance Benefit Plan Definition HATPLAN P_COMPANY Company Code P_ID Plan ID P_RULE Rule Record Employee Attendance Summary HATSUM T_COMPANY Company Code T_EMPNO Employee ID T_ID Plan ID Code Benefit Rate Setup HBEDEF D_COMPANY Company Code D_ID Rate Table Code D_RULE Rule Record Beneficiary Enrollments HBENBEN B_BENECODE Benefit Plan Code B_BENEID Insurance or Savings B_COMPANY Company Code B_DEPID Dependent ID Number B_EMPNO Employee ID Employee Benefit HBENE B_BENECODE Benefit Code B_BENEID Benefit Type Code (I/S/N/V) B_COMPANY Company Code B_EMPNO Employee ID B_CHGEFF Change Effective Date Benefit Plan Table HBEPLAN BT_BENEID Benefit Type Code (I/S) BT_COMPANY Company Code CODE Benefit Code Benefit Rate HBERES R_COMPANY Company Code R_ID Rate Table ID R_ORDER Order Installation and Setup Guide 67

74 Tables and Keys Table Key Columns Dependent Benefits HDEPBEN D_BENECODE Benefit Plan Code D_COMPANY Company Code D_DEPID Dependent ID Number D_EMPNO Employee ID Employee Dependent HDEPEND D_COMPANY Company Code D_EMPNO Employee ID D_DEPID Dependent ID Number Employee Education History HEDU E_COMPANY Company Code E_EMPNO Employee ID E_GRADYR Year of Graduation E_MAJOR Major for Studies Employee Emergency Contact HEMERG E_COMPANY Company Code E_EMPNO Employee ID Employee Event HEVENTS E_CODE Event Code E_COMPANY Company Code E_EFFDATE Effective Date E_EMPNO Employee ID Employee Notes HRENOTES N_COMPANY Company Code N_DCOMMENT Employee Note Entry Date N_EMPNO Employee ID N_TYPE Employee Note Type Code Employee Personnel HRPERSNL P_COMPANY Company Code P_EMPNO Employee ID HR and Payroll Code Table HRTABLES CODE Code COMPANY Company Code FRULE Rule indicator FTABLE Table ID Employee Skill HSKILLS S_COMPANY Company Code S_EMPNO Employee ID S_SKILL Skill Code Employee Wellness HWELL W_COMPANY Company Code W_EMPNO Employee ID Course Catalog NCATCOUR COMPANY Company Code COURSE Course Code Instructor Catalog NCATINST COMPANY Company Code INSTRCODE Instructor Code P_COMPANY Employer Code of Employee Record P_EMPNO Employee ID of Employee Record Training Location Catalog NCATLOCA COMPANY Company Code LOCATION Location Code 68 Abra Workforce Connections

75 Tables and Keys Table Key Columns Class Information NCLAINFO COMPANY Company Code COURSE Course Code STARTDATE Date Class Begins Employee Certifications NEMPCERT CERTCODE Certification Code COMPANY Company Code EMPNO Employee ID Employee Required Courses NEMPREQU COMPANY Company Code COURSE Course Code EMPNO Employee ID Benefit Rate Setup for Open Enrollment OEBEDEF D_COMPANY Company Code D_ID Rate Table Code D_RULE Rule Record Benefit Plan Table for Open Enrollment OEBEPLAN BT_BENEID Benefit Type Code (I/S) BT_COMPANY Company Code CODE Benefit Code Benefit Rate for Open Enrollment OEBERES R_COMPANY Company Code R_ID Rate Table ID R_ORDER Order Employer Setup SYEMPLOY E_COMPANY Company Code Enterprise Setup SYENTER E_FEDTAXID Federal Tax Identifier Installation and Setup Guide 69

76 Tables and Keys 70 Abra Workforce Connections

77 Setting Up Abra Workforce Connections This section guides you through the setup tasks necessary for Sage Abra SQL HRMS and Abra Workforce Connections. The extent of your setup depends on the modules you are using in Sage Abra SQL HRMS, the modules you installed for Abra Workforce Connections (Abra ESS, Abra Benefits Enrollment, and Abra erecruiter), and the way in which you are going to use these modules. Review each step in its entirety to determine if it applies to your usage requirements. When you finish these steps, employees and administrators can create their logons and use Abra Workforce Connections for employee self service and recruiting. When the employer is ready to set up Abra Workforce Connections for benefits enrollment or life events, refer to the Abra Workforce Connections Benefits Planning Guide, which is provided on the Sage Abra SQL HRMS 10.0 Installation DVD. Set Up Sage Abra SQL HRMS Assign Secondary Supervisors In Sage Abra SQL HRMS, complete this step if you want to use the Supervisor role in Abra Workforce Connections. When a secondary supervisor is assigned for an employee, he is considered the employee s Supervisor in Abra Workforce Connections. Thus, Abra Workforce Connections allows for a Manager and a Supervisor. The person assigned as an employee s secondary supervisor in Sage Abra SQL HRMS (Secondary Supervisor field on the Current Job page) is used in Abra Workforce Connections as the person who is responsible for the day to day tasks performed by an individual employee. While they lack the level of authority of a manager, they have an oversight responsibility for the employees with whom they work. A supervisor might be responsible for tracking and approving employee time off requests. If you want to use the Supervisor role in Abra Workforce Connections (commonly used for approving employees time off requests), you must fill in this field for each employee in each employer in which you want to use the role. 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Employees > View/Edit Employee and select an employee. Then, click the Job and Pay tab and the Current Job icon. Click the Organization tab. 2. Click the Find button in the Secondary Supervisor field and select the employee to assign as the employee s secondary supervisor. 3. Repeat step 2 for all employees who should have secondary supervisors assigned to them. 4. Save your changes. Installation and Setup Guide 71

78 Set Up Sage Abra SQL HRMS Update Addresses In Sage Abra SQL HRMS, do this step if you want Abra Workforce Connections to send e mails to employees, managers, supervisors, administrators, recruiters, and hiring managers to notify them of actions taken. Abra Workforce Connections can send e mails and post notifications when an action (such as request for approval, benefit update, time off request, interview invitation) has been taken. If you set up the system to send e mails, you should verify that e mail addresses have been entered for your Sage Abra SQL HRMS employees. You can use the Update E mail Addresses process to verify that all your employees have e mail addresses. For detailed instructions: 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Employees > Update E mail Addresses. 2. Click to open Help and follow the instructions. When the process is complete, all employees have e mail addresses as defined by the process. Review Attendance Plan Setup In Sage Abra, do this step if you want employees to be able to submit time off requests. Abra Workforce Connections lets employees submit time off requests, which are approved and then transmitted to the employee s Sage Abra SQL HRMS attendance plans. In order for the Time Off Request function to work correctly and without errors, you must verify that each attendance plan has been set up with unique absence reason codes. That is, you cannot have more than one plan with the same absence reason codes. Prepare Data to Use in Abra erecruiter If you plan to use the Abra erecruiter module, you must make sure the company data in Sage Abra SQL HRMS is updated appropriately for use with the recruiter module in Abra Workforce Connections. Please complete the following tasks in Sage Abra SQL HRMS before you start using Abra erecruiter. Otherwise, skip this section. Assign hiring managers Employees assigned as hiring managers are involved in the hiring process in Abra erecruiter. This includes creating job requisitions, reviewing resumes, interviewing applicants, and approving applicants for hire. 72 Abra Workforce Connections

79 Set Up Sage Abra SQL HRMS Note: There are several types of individuals who use Abra erecruiter. They are recruiters, applicants (both internal to the company and external from outside the company), hiring managers, and hiring assistants. You assign hiring managers within Sage Abra, and recruiters and hiring assistants within Abra erecruiter. You do not need to assign applicants, because anyone who logs on to Abra erecruiter can be an applicant. 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Employees > View/Edit Employee and select an employee. Then, click the Job and Pay tab and the Current Job icon. Click the Organization tab. 2. Select the Hiring Manager check box to assign the selected employee to the role of hiring manager. As a default, the system assigns the hiring manager role to any employee who is a supervisor. 3. Repeat steps 1 and 2 for all employees who should be hiring managers for Abra erecruiter. 4. Save your changes. Review and update job-related information Job related information is used when setting up a job code. 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Setup > Employees, subgroup Jobs. 2. Review each of the following job related code tables and edit as necessary. Click for information on each job related code table. Direct/Indirect codes EEO Job Groups (Abra US only) Job Classification codes (Abra Canada only) Job Family codes Job Status codes (renamed from Employment Status codes in Abra Canada) Pay Equity Job Group codes (renamed from Job Group codes in Abra Canada) Salary Grades Step rates 3. Save your changes. Installation and Setup Guide 73

80 Set Up Sage Abra SQL HRMS Review and update job codes Each requisition you create in Abra erecruiter refers to a specific job for which applicants can apply. Before you can attach a job to a requisition, you must make sure that the information about the job is correct. After you have reviewed and updated the job related information (in the previous step), you are ready to review and update job codes. Note: Job Codes was renamed from Job Numbers in Abra Canada. 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Setup > Employees > Job Codes. 2. Review job code information on the following tabs and then add and edit as necessary. Click for information on each field on the Job Code page. Definition tab Salary tab Description tab (verify the description is complete and up to date, as it is used when jobs are posted in Abra erecruiter) 3. Save your changes. Prepare code tables for import Abra erecruiter uses some of the same code tables as those in Sage Abra SQL HRMS. When you start using Abra erecruiter, you will be able to import these code tables into Abra erecruiter so you do not have to re enter the information. 1. In the Sage Abra SQL HRMS from the Navigation Pane, select Setup > Employees and select the code table. 2. Review and update as necessary the data in the following code tables so they will be ready to import into Abra erecruiter. Note that most of them have default data in them such as Ethnic ID Codes, while others are user defined such as Skill Codes. Click for information on each table and make the necessary changes. Aboriginal Codes (Abra Canada only) Census Metro Area Codes (Abra Canada only) Disability Codes (Abra Canada only) Ethnic ID Codes (Abra US only) Industrial Sector Codes (Abra Canada only) 74 Abra Workforce Connections

81 Set Up Abra Workforce Connections Shift Differential Codes Skill Codes Visible Minority Codes (Abra Canada only) 3. Save your changes. Set Up Abra Workforce Connections Set Up Pages In Abra Workforce Connections, do this step to set up employee and manager pages for employers. Each Abra Workforce Connections page available to the employee and manager can be tailored to meet the needs of each employer or for the entire enterprise. When you define page settings, you build the automated process that passes information and tasks from one person to another for some kind of action. These actions can be the ability to view a page, change, or add data on a page, receive a notification of a change or addition, and approve or reject a change or addition. Before you set up pages, you must determine whether you want the settings to apply to a specific employer or to the entire enterprise such as all employers in your system. Page settings for a specific employer only apply to that employer; page settings for the enterprise apply to all employers in your Abra Workforce Connections system. For each employer (or the entire Enterprise), you can set the following for each page: Access type: Determines whether the page can be updated, whether updates need approval and whether notifications need to be sent to specific administrators. Approval role: If updates to the page need approval, this is the role that must approve the updates. The person assigned to the approval role must approve the updates before the data is saved to Sage Abra SQL HRMS. Notify role: When employees update the page, this is the role notified of the update. You can select up to two notify roles. Custom Content: On each page, you can add additional custom content. This includes web links (navigation to a specific web site from the page), file links (navigation to specific documents from the page), a View URL (created using the View Builder), and custom text (user defined text to communicate page specific information to the employee). Installation and Setup Guide 75

82 Set Up Abra Workforce Connections For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > Employer Setup and click the Page Setup tab. 3. Click and follow the instructions for Page Setup. Define Display, Message Center, and Settings In Abra Workforce Connections, do this step to set up message center and e mail information, as well as how various fields are displayed to the user. Use the Settings tab on the Employer Setup page to set up reminders that are posted to the Message Center when an employee s birthday, performance review or employment anniversary is upcoming. Also, define settings for displaying the Smoker field, Employer Benefits Contribution information, Salary Grades, and Step Rates. You can set this information for a specific employer or for the Enterprise. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > Employer Setup and click the Settings tab. 3. Click and follow the instructions for Settings. Define Custom Content In Abra Workforce Connections, do this step to add custom content to pages. For example, you might want to add a hyperlink on a Benefit page that will take the user to a Benefits Guide document. You can add text references, file links, a View URL (created using the View Builder), and web links. You can set this information for a specific employer or for the Enterprise. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > Employer Setup and click the Custom Content tab. 3. Click and follow the instructions for Custom Content. 76 Abra Workforce Connections

83 Set Up Abra Workforce Connections Define Global Approvers and Global Application Questions In Abra Workforce Connections, do this step if you are using Abra erecruiter. This page enables you to set up either a recruiter or a hiring manager as a person who must approve all requisitions. You can also define applicant questions that you want to appear on all job applications. You can set this information for a specific employer or for the Enterprise. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > Employer Setup and click the erecruiter tab. 3. Click and follow the instructions for erecruiter. Assign Roles In Abra Workforce Connections, do this step to assign roles to employees. Each individual using Abra Workforce Connections has one or more roles that define their access rights, approval authority and notification settings. Administrator Roles Unlike employees who use the system for normal self service functionality, individuals who perform administration for an employer s human resources, training, or benefits departments need additional rights and authority to perform their duties in Abra Workforce Connections. Each administrator role enables an HR, Benefit, or Training Administrator to act on approval requests and receive notifications. When you assign these administrator roles, you assign employees to administrator roles as well as determine the employers for which the administrator has authority to approve requests and receive notifications. Benefit administrators can also set up benefit functionality, open enrollment, and life events. For example, a benefit administrator can determine the parameters for an open enrollment period, including the length of the open enrollment period and in which benefit plans the employee can enroll. Recruiter Roles If you are using Abra erecruiter, you must also assign employees to the Recruiter role. Recruiters perform all recruiting functions, such as creating job requisitions, tracking applicants, posting jobs, writing letters, acknowledging receipt of resumes, scheduling interviews, and sending job offers. Installation and Setup Guide 77

84 Set Up Abra Workforce Connections View Builder Roles The View Builder is an Abra Workforce Connections feature that allows an employee to create a View (similar to a template) that generates data output. This allows employees who are regular AWC users (such as Human Resources Generalists) to share data with employees who may not use AWC (such as upper management). After creating a View, it can be distributed as a URL link in an e mail message or saved as a Microsoft Excel Web Query file (*.iqy). Abra Workforce Connections includes two roles for View Builder users: View Creator You must assign this role to any employee you want to have access to the View Builder. When you assign an employee the View Creator role, the employee will be able to view all data in all employers you assign them to. In addition to the View Builder menu item, the employee will have access to the System Settings > Employer Setup, Create Custom Menu, User defined Fields, Custom Content > Create Web Links and Create File Links on the System Administration menus when you assign this role. Executive Viewer This role allows an employee to view all of the data in the company they are assigned to. To create a View for an employee assigned this role, select Executive Viewer in the Access Level field on the Format View page of the View Builder page. For detailed instructions on assigning roles: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select Roles and Logon > Assign Admin Roles, click and follow the instructions. Set Up Logon Parameters In Abra Workforce Connections, do this step to define the rules by which employees are permitted to log on. When an employee attempts to create a new logon, they are required to enter the information you select in this step. Your selections must ensure that the information the employee enters is unique. You must select at least one initial logon field, but to uniquely identify employees, you might need to select more than one field. For example, if a company has more than one Robert Smith, you would need to require more than just first and last name for the employee to create a logon. In this case, you could require first name, last name, and social security number. Note: The Social Security Number (or Social Insurance Number) does not display when entered on the Create New Logon page or the Change or Reset Password page. Instead, it is masked the same as a password. 78 Abra Workforce Connections

85 Set Up Abra Workforce Connections These rules apply to all employees in all employers in your system and include: Information an employee must provide to set up a logon and access the system What types of employees (status) are permitted to log on Employee logon history Password properties, for example, length or expiration When an employee can be locked out For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select Roles and Logon > Logon Setup, click and follow the instructions. Set Up Applicant Logon Parameters If you are using Abra erecruiter, you must set up separate logon parameters for external applicants who log on to Abra erecruiter from outside the Sage Abra SQL HRMS system. The password is the entry point to Abra erecruiter for applicants who access the system from a company s job listing web page or from a job boardʹs web pages. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select Roles and Logon > Applicant Logon, click and follow the instructions. Define System Settings In Abra Workforce Connections, do this step to define settings for all employers. The System Setup page is used to establish various parameters for your Abra Workforce Connections system. When you define settings on this page, they are defined for all Sage Abra SQL HRMS employers (similar to Enterprise Setup in Sage Abra SQL HRMS). The following parameters can be set on this page: Archive Messages: Determines whether or not approved requests are archived. Display All Training Courses: Determines if all courses or only the employee s required courses are available to the employee to enroll in. Installation and Setup Guide 79

86 Set Up Abra Workforce Connections View Indirect Reports: Determines whether managers can see information for their indirect reports. Search Phone List By: Sets the organization level by which an employee can search through the employee phone list. Display Pay History Before Pay Day: Indicates if your employees can view their pay history data before their pay day. Display Pay History From: This date determines how much pay history information (hours, gross pay, deductions, taxes, and net pay) is shown on the employeeʹs Pay History page. Display Employment History From: Determines how much compensation, job, and performance history information is shown to the employee. Retain Audit Trail From: Determines how many audit trail history records should be kept in the system. Technical Admin E mail Address: Specifies to whom unexpected error messages are sent. System E mails Sent From: Enter the e mail address in your company that you want to display in the From field of system generated e mail messages. The system does not verify that the e mail address is valid. AWC uses this e mail address for various purposes. For example, AWC populates the From field of the e mail message with this address if it cannot validate an address to be used as the From e mail address. SMTP (Simple Mail Transfer Protocol) must be set up and configured in order to send e mails. Display Available Fields: Select how you want fields to display in the Available Fields list on the Select Data page of the View Builder: Grouped To display the list of fields in related groups. For example, job and pay related fields such as Unit Pay Rate, Hours/Units, and Annual Pay display under the Job and Pay group. This allows you to expand a group to make individual selections or select a group to automatically select all fields in the group. or Alphabetically To display the list of fields in alphabetical order without groups. View Server Application URL: If the View Builder and the View Consumer access the system by different URLs, you can specify which URL will be used for the View Builderʹs Copy To Clipboard function. If you leave this field blank, the View Builder will use the same URL that is being used for the AWC application. If you want a different URL to be used, enter it here. This same View Server Application URL setting will be used for the Generate IQY File check box. 80 Abra Workforce Connections

87 Set Up Abra Workforce Connections Remove Applicant Records After: If you are using Abra erecruiter, specifies the length of time to retain applicant records. Enable Requisition ID Override: If you are using Abra erecruiter, permits the user to create a requisition ID number manually. Enable Resume Search For: If you are using Abra erecruiter, determines whether recruiters and/or hiring managers can perform full text searching through applicant resumes while using the Candidate Search function in Abra erecruiter. Note: The Resume Search function is based on an open standard that requires the appropriate IFilter plug in to be installed for each type of file that is to be searched (such as doc, txt, rtf). In most cases the appropriate IFilter is already installed. However, because there are hundreds of filters created by different vendors for different file types to support the open standard, you are responsible for ensuring that the appropriate filter is installed for each resume file type the company will accept from the applicant. After installing an IFilter on the Abra Workforce Connections server, you must reboot the server so that the appropriate files are indexed using that filter. External recruiting website URL: If you are using Abra erecruiter, persons from outside the company use this URL address to enter Abra erecruiter. It is the URL for the company s recruiting web page that may or may not be implemented as part of Abra erecruiter. If the company has implemented an external website, this address will be included in messages to external applicants. You must enter a valid protocol, domain, and page reference for the external page. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > System Setup to open the page. Click and follow the instructions. Installation and Setup Guide 81

88 Set Up Abra Workforce Connections Define Time Off In Abra Workforce Connections, do this step to define how employee time off functions. The Time Off Setup page is used to choose the way in which employee time off functions for each of your Sage Abra SQL HRMS employers. For example, you can choose whether the system sends a notification when an employee deletes a request or define a specific number of hours an employee is allowed to exceed their available balance. Note: You must define time off settings for each employer in your system. For detailed instructions: 1. In Abra Workforce Connections, log on as the Master User (user name master, password master). 2. From the Administrator menu, select System Settings > Time Off Setup, click and follow the instructions. Customize Abra Workforce Connections (optional) In order for employers to represent the self service application as an internal function, Abra Workforce Connections lets you customize the user interface. The list below shows the various ways in which you can customize your system. Open the referenced Help files for detailed instructions. Custom message on the Logon page The Customize Logon Page lets you select custom features for the logon page. Prior to customizing the logon page, you must create and upload any stylesheets or graphics to be used on the logon page. Search for customize logon page in Help for instructions. Company logo and name The Customize Employer page lets you select custom stylesheets and graphics for each employer in Abra Workforce Connections. This enables you to display a company logo and name prominently on all screens and change graphics and color schemes to be consistent with a company s branding. Prior to customizing the styles and graphics for an employer, you must create and upload any stylesheets or graphics to be used for the employer. Search for customize employer in Help for instructions. 82 Abra Workforce Connections

89 Set Up Abra Workforce Connections Links to external intranet or internet sites The Create Web Links page lets you create a link to a web page to help employees as they use Abra Workforce Connections. For example, you might want them to be able to view your company s intranet access a View URL (created using the View Builder). Search for create web links in Help for instructions. Post company documents The Create File Links page lets you create a link to a document (such as a company directory, handbook, or organization chart) to help employees as they use Abra Workforce Connections. For example, you might want to give them the ability to view or print your company s handbook. Search for create file links in Help for instructions. Add a new menu item The Create Custom Menu page lets you add new menu items to the existing menu for Abra Workforce Connections. For example, if your company has a Company Handbook, you can give your employees quick access to it by adding a menu item to the Employee menu. Search for create custom menu in Help for instructions. Place text on pages The Create Text References page lets you enter and format text you might want to add to a page to give employees more information about how to use the page. For example, you might want to give employees more information about the benefits listed on their Current Benefit page. Search for create text references in Help for instructions. Display user-defined fields You can select up to eight user defined fields from Abra HR and Abra U.S. Payroll (SQL) to add to the Personal Profile page. Search for user defined fields in Help for instructions. Installation and Setup Guide 83

90 Set Up Abra Workforce Connections 84 Abra Workforce Connections

91 Appendix Security Recommendations for Public Accessed Workstations Abra Workforce Connections allows users to access their personal, payroll, and benefit information via the Internet or an intranet. When you connect to a network and communicate with others, you are taking a risk. Internet security involves the protection of a computerʹs internet account and files from intrusion of an unknown user. This means people will always strive to find new ways to circumvent IT security, and users will consequently need to be continually vigilant. Below are some recommendations for keeping your system and network secure. However, we highly recommend that you contact an Information Security expert to determine the best way for your company to keep your information secure. Software Applications Install and maintain up to date and properly configured anti virus software. Be sure that real time protection scans all files. Install active spyware defenses, for example, Windows Defender. Install only the minimum number of applications as needed. Update web plug ins, Java Scripts, and media players on a regular basis as these are areas of increasing vulnerability. Periodically check the Web site of the Operating System vendor (such as Microsoft) for critical security updates that may need to be applied. Consider using multiple Web browsers for different software applications. Abra Workforce Connections currently requires Internet Explorer. Therefore, you can only use Internet Explorer to access AWC and a different browser for general purpose Web browsing. This can minimize the chances of vulnerability in a Web browser, Web site, or related software can be used to compromise sensitive information. Disable other unnecessary network services. Data Security Keep backup copies of important documents on a secure server and not a shared workstation. Installation and Setup Guide 85

92 Security Recommendations for Public Accessed Workstations Use certificates, especially if you modify a DNS server (or write a Java based SSL proxy) to point your Web or XML client to another Web site. Configure the Abra Workforce Connections Web server for HTTPS/SSL using a valid site certificate and do not allow access from public workstations or computers on the Internet. Enable or disable functionality as required to secure your Web browser. Because some software features, such as ActiveX, Java, Scripting (for example, JavaScript or VBScript), that provide functionality to a Web browser can also introduce vulnerabilities to the computer system, you must understand which browsers support which features and the subsequent risks they could introduce. If you are not sure how to define the security settings, please consult an Information Security expert. Disable broadcast services. Disable the cache on the local system and always store confidential data securely (in transit and at rest). Clear out temporary files. Require users to change their password regularly and require a strong password Never allow Windows to remember your password. Lock the BIOS to prevent USB, DVD, or Network booting and use a strong BIOS password. Prevent Internet Explorer from caching passwords. Set Internet Explorer to have a 0 day history and to clear the cache upon exit. This helps destroy session cookies. Perform a port scan or a network statistics on the kiosk operating system to determine active TCP connections. Block everything except the ports you need. More Best Practices Institute strong group policies. This is a good way to prevent security issues. Stress the importance of logging off and closing all applications, not opening e mail attachments unless you know the sender and know that it was intentionally sent to you, and not clicking links without considering the risks of their actions. Important! The best approach to adequately maintain the security of the system, without unduly inconveniencing the user, should be determined in consultation with an Information Security expert. 86 Abra Workforce Connections