Lock System Dialog Box

You can also lock the system on the fly, for example if you are experiencing performance issues or need to use the Rebuild module.

To lock Aurea CRM on the current station:

1. Select Extras > Lock System from the menu in the main module. (When editing the data model in the Maintenance module, select Lock system from the context menu.)
   
   
   

   The following information is displayed:

   • Active Users: Lists all currently active users and the modules they are currently using. Once a system lock is active and selected in the list of Active Locks, only those users affected by the lock are listed.
   • Active Processes: Lists all active processes. Once a system lock is active and selected in the list of Active Locks, only those active processes belonging to users affected by the lock are listed.
   • Active Locks: Lists all active system locks initiated by the current user from this dialog box.
     Note: If you have enabled Session tracking in the Station Configuration info area, the Windows User Name and Windows Computer Name is also displayed for each entry in these lists.
2. Determine the type of lock under Reps/Groups Lock Settings:
   • Log off and lock: Users affected by the lock are logged off and can only log on again once the system is unlocked.
   • Log off: Users affected by the lock are logged off and can log back on immediately.
3. Click on Reps/Groups to select the reps and groups that should be locked.

   Enable the Ignore system lock check box for individual users in the list of Active Users to exempt these users from the system lock. If the Ignore system lock option is enabled in a user's login configuration, the user is exempted from the system lock by default, see Module Access Rights, System Locks and Process Tracking.

   Note: The current user is automatically exempted from the system lock, unless specifically selected in the list of reps. In this case, the current user is also logged off, but can log back on immediately.
4. Enter the number of minutes until the system is locked in the Minutes to lock field. Once this time period has expired, all users still active in the system are logged off automatically. If no users are active, the system lock is applied "immediately" (i.e. the next time the system polls for a lock).
   Note: The system polls for new system locks once per minute.
5. You can enter a message in the Prompt field that is used to notify users of the upcoming system lock. If you do not enter a message, the following default message is used: "The system is being locked. You have x minutes to finish working.", where x is the value entered in the Minutes to lock field.
6. Click on Lock System.

   The system is locked according to your settings:

   • The affected users are notified of the system lock using the message entered in the Prompt field. If a user has not exited the system within the time period entered in the Minutes to lock field, Aurea CRM is closed automatically.
   • If you have entered Log off and lock in the Type field, users can only log on to the system again once the system is unlocked.
   • A new record is added to the System Lock info area (the Interactive field is enabled, visible using View > All Mask Fields).
   Note: System locks defined in the Lock System dialog always apply to all modules. You cannot define additional system locks for individual users if a global system lock is active. If you are locking the system as the result of a change to the data model, the Reps/Groups Lock Settings are inaccessible; you can only lock the system globally for all users.

The system lock is displayed with a gray background in the list of Active Locks.

To unlock the system:

1. Click on the desired entry in the list of Active Locks.
2. Click on Unlock System.

   The system is unlocked. The corresponding record in the System Lock info area is deleted.

3. Click on Reset to reset the settings in the Reps/Groups Lock Settings pane.
4. Click on Refresh to refresh the lists of Active Users, Active Processes and Active Locks.
5. Click on Rebuild to rebuild database tables, see Rebuild module.
   Note: The Reset and Refresh buttons are only active if no entry is selected in the list of Active Locks.The Rebuild button is only active for global system locks using the option Log off and lock.
6. Click on Close to close the dialog box.