Manual Cas Genesis World Administrator

Administrator Manual
Version x6
Copyright
The particulars and data contained herein may be altered without prior notice. The names
and data used in the examples are fictitious, except where otherwise stated. No part of
this document may be reproduced or transmitted for any purposes whatsoever without
the express written consent of CAS Software AG, irrespective of the manner or the means,
electronic or mechanical, by which this occurs.
1999 - 2014 CAS Software AG. All rights reserved.
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All trademarks are the property of their respective owners.
Disclaimer
No guarantee can be made for the accuracy of the content. Notification of errors would
be appreciated.
September 2014
Administrator Manual Contents
Contents
1 Before you start... ......................................................................................................... 6
1.1 CAS genesisWorld architecture ...................................................................................................6
1.2 Editions, modules and extensions ..............................................................................................8
1.2.1 Premium Edition functions ...............................................................................................9
2 Configuration and requirements .............................................................................. 10
2.1 Client/Server configurations ...................................................................................................... 10
2.2 Multiple users in a network........................................................................................................ 10
2.3 Hardware and software requirements ................................................................................... 11
2.3.1 Hardware requirements.................................................................................................. 11
2.3.2 Software requirements ................................................................................................... 12
2.3.3 Software ............................................................................................................................... 13
2.4 Database management systems .............................................................................................. 13
2.5 Installation folders ......................................................................................................................... 15
3 Installing CAS genesisWorld ..................................................................................... 16
3.1 Starting the installation process............................................................................................... 17
3.2 What setup types are available? .............................................................................................. 18
3.2.1 CAS genesisWorld application server ....................................................................... 18
3.2.2 CAS genesisWorld client ................................................................................................ 19
3.2.3 User-defined ....................................................................................................................... 20
3.3 Languages ........................................................................................................................................ 20
3.4 Selecting the target path ............................................................................................................ 21
3.5 Registering the application server........................................................................................... 21
3.6 Proxy settings .................................................................................................................................. 22
3.7 Database management systems .............................................................................................. 23
3.7.1 Choosing the database system ................................................................................... 23
3.7.2 Installing Microsoft SQL Server Express Edition.................................................... 24
3.7.3 Database access ................................................................................................................ 24
3.8 Product licensing ........................................................................................................................... 25
3.9 The Document Archive ................................................................................................................ 25
3.10 Component services ..................................................................................................................... 27
3.10.1 COM settings ...................................................................................................................... 28
3.10.2 I cannot activate the Application server................................................................... 32
3.11 Summary of settings..................................................................................................................... 34
3.12 Distributed installation with update mechanism ............................................................... 34
3.12.1 Rights, installation and updates .................................................................................. 35
3.12.2 Procedure for users .......................................................................................................... 35
3.12.3 Multiple application servers.......................................................................................... 36
3.12.4 Service-controlled installation ..................................................................................... 37
3.12.5 MSI installations ................................................................................................................ 39
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3.12.6 Setting up the update mechanism at a later time................................................ 40

4 Setting up and customizing CAS genesisWorld ...................................................... 40
4.1 Management Console: procedure ........................................................................................... 41
4.1.1 Database area .................................................................................................................... 41
4.1.2 Creating users and groups ............................................................................................ 42
4.1.3 Data protection measures ............................................................................................. 46
4.1.4 Administrator settings .................................................................................................... 47
4.1.5 Activation ............................................................................................................................. 49
4.2 Central defaults .............................................................................................................................. 49
4.2.1 Navigators ........................................................................................................................... 49
4.2.2 One navigator for many users ..................................................................................... 52
4.2.3 View formats ....................................................................................................................... 55
4.2.4 Dashboards ......................................................................................................................... 57
4.2.5 Full-text search .................................................................................................................. 58
4.2.6 Defining defaults for users ............................................................................................ 59
4.2.7 Defining system messages ............................................................................................ 59
4.3 Little helpers for users.................................................................................................................. 60
4.3.1 Central e-mail settings.................................................................................................... 60
4.3.2 Dossier settings ................................................................................................................. 61
4.3.3 Input assistance ................................................................................................................. 61
4.3.4 Display tabs ......................................................................................................................... 65
4.4 Address properties ........................................................................................................................ 65
4.4.1 Unicode ................................................................................................................................ 67
4.4.2 Privatizing addresses ....................................................................................................... 68
4.5 Primary links..................................................................................................................................... 69
4.5.1 Settings for primary links ............................................................................................... 73
4.6 Settings for rules ............................................................................................................................ 75
4.6.1 Creating rules ..................................................................................................................... 76
4.6.2 Notifications and actions ............................................................................................... 77
4.6.3 Special considerations .................................................................................................... 79
4.7 Editing print definitions ............................................................................................................... 81
5 Rights........................................................................................................................... 82
5.1 Assigning rights as administrator ............................................................................................ 82
5.1.1 Key terms for right settings .......................................................................................... 83
5.1.2 User sensitivity: authorizing user rights ................................................................... 84
5.1.3 Creating users and groups ............................................................................................ 85
5.1.4 Administration rights....................................................................................................... 85
5.1.5 Setting external access ................................................................................................... 86
5.1.6 Access rights through group membership ............................................................. 87
5.1.7 User and group rights to data record types ........................................................... 88
5.1.8 Rights, filters and details ................................................................................................ 90
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5.2 User rights ........................................................................................................................................ 91

5.2.1 Owner rights: selecting participants for data records......................................... 92
5.2.2 External access rights ...................................................................................................... 93
5.2.3 Owner rights and external access rights .................................................................. 94
5.2.4 External access rights through group membership............................................. 96
5.2.5 Delegating data records................................................................................................. 96
5.2.6 Shared calendar view ...................................................................................................... 96
5.2.7 Interdependence of rights ............................................................................................. 97
6 CAS genesisWorld e-mail integration ...................................................................... 99
6.1 E-mail server .................................................................................................................................. 100
6.1.1 Supported e-mail protocols........................................................................................ 100
6.2 Integrating e-mail using other programs ........................................................................... 101
6.3 Logging on to the e-mail system .......................................................................................... 102
6.4 E-mail settings in the Management Console .................................................................... 103
7 Backing up data ........................................................................................................ 103
7.1 Backing up databases ................................................................................................................ 104
7.2 Backing up documents .............................................................................................................. 104
7.3 Backing up portals ....................................................................................................................... 104
7.4 Backing up e-mails ...................................................................................................................... 104
7.5 Database access protection ..................................................................................................... 105
8 Important tools ........................................................................................................ 106
8.1 Database Wizard .......................................................................................................................... 106
8.1.1 Multitenancy ..................................................................................................................... 107
8.1.2 Functions ............................................................................................................................ 107
8.2 Server Manager ............................................................................................................................ 109
8.2.1 How do you set up load balancing? ........................................................................ 111
8.2.2 Effects of the load balancing feature ...................................................................... 113
9 Passwords in CAS genesisWorld ............................................................................. 114
10 Index .......................................................................................................................... 116
Administrator Manual Before you start...
Before you start...
If you have any comments or questions, please contact us:

At www.cas.de/FAQ.htm, you will find the most frequently asked questions including
the corresponding answers (FAQ).
If you cannot find an answer to your question there, then please contact your partner
for more assistance.
Alternatively, you can click Support request in the Help menu in the CAS
genesisWorld Windows Client or in the Management Console. When you have done
this a window will open, in which you can enter your question as well as any other
necessary data to support your question, once completed this information is sent
automatically to your support contact person.
1.1
CAS genesisWorld architecture
The diagram above shows the architecture of a CAS genesisWorld installation. CAS
genesisWorld is based on a client/server model and comprises several programs.
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To avoid ambiguity, in this manual computer will always refer to hardware and server to
software.
Database management system/Database: Database management systems allow
users to store and retrieve data. All data records for CAS genesisWorld are stored in
the database. You can use different database systems.
The Document Archive is a folder stored on a chosen computer. The Document
Archive is used to store archive files such as Microsoft Word documents, Microsoft
Excel spreadsheets and image files.
Application server: the application server is the heart of CAS genesisWorld. It
executes the user's actions such as searching for, saving or deleting data records. Only
the application server has direct access to the database and the Document Archive.
Management console: the administrator uses this CAS genesisWorld program to
create users and groups, assign access rights and carry out other management tasks.
Clients: users work with a client. Clients log on to the application server with a user
name and a password. The application server then verifies these credentials.
The Windows client runs on a Windows operating system. The program for the
Windows client is usually installed on each user's computer.
You should ensure that the following components are always installed: database systems,
application server and at least one Windows Client.
Depending on your requirements, these CAS genesisWorld elements can be shared
between several computers and therefore define your CAS genesisWorld configuration.
We advise you to plan this configuration before you install the software.
Communication between the Windows Clients and the CAS genesisWorld application
servers takes place via the RPC service with the DCOM protocol. Please refer to the
chapter on "COM settings" on page 28.
1.2
Editions, modules and extensions
There are currently different editions of CAS genesisWorld available: the Standard and
Premium editions as well as the Suite. A range of modules is additionally available for all
editions. CAS genesisWorld can therefore easily be adapted to the individual
requirements of your company and industry sector.
In this manual you will find information on the fundamental principles used in all editions.
A few key features of the Premium Edition are also included. These will be highlighted in
the relevant chapters of this manual. For information on all the features of all the
editions, see the online help.
User guides are available for all these modules. For links to these user guides, see the
online help.
CAS genesisWorld is available in different languages for which the corresponding
language packages have to be installed. Please contact us for further information. CAS
genesisWorld has various features that enable it to be deployed internationally. For more
information, see the online help.
Using the Standard and Premium Editions simultaneously

You can deploy the Standard and Premium editions simultaneously in your company and
select which users are allowed to use which version. As a rule, only the functions that
users can access will influence their work. This means, for example, that mandatory fields
linked to the Type and Status fields will not be displayed for Standard Edition users
because the Type and Status fields are only available in the Premium edition.
1.2.1
Premium Edition functions
The following functions are only available in the Premium Edition.

The Mobility module is included in the Premium Edition and enables you to work on
the move. Predefined elements are:
Data replication in CAS genesisWorld makes it possible to synchronize the data stocks
of several CAS genesisWorld databases. As a result, different sites or departments can
work with the same data.
SmartDesign offers a special Web client. The Web client functions can be compared to
those of the Windows client. The advantage of the Web client is its flexibility, users are
no longer bound to their workstations, but can work just as easily from home.
The Premium version of Mobile sync enables the bidirectional synchronization of
addresses, tasks and appointments with mobile devices.
Mobile CRM for iPad/iPhone/Android clients allow you to work with CAS
genesisWorld CRM data on mobile devices such as the iPhone, iPad or Android
devices.
Link search
Primary links
The Tree view and the Tree tab in the data record window
Automatic field maintenance for addresses with primary links in the last contact
The Group structure tab in addresses shows a graphical representation of the
company structure
The Type and Status fields in data record windows and two-stage input assistance
also for your own data record types
Mandatory fields dependent on the Type and Status fields
Using the Type field to determine which tabs can be displayed in data record windows
Hierarchical input assistance
The Project status field for projects
For more detailed information on extended functions of the Premium Edition, please
contact your CAS genesisWorld partner.
Administrator Manual Configuration and requirements
Configuration and requirements
The chapter shows you which client/server configurations are possible and gives you
explanations to support your decision making so that you can plan the best configuration
for your needs.
You will need both administrator knowledge and administrator rights for installation.
2.1
Client/Server configurations
With a single-user installation all CAS genesisWorld components are installed on the
same computer. Select this option when you want to install, for example:
CAS genesisWorld on a laptop or home office computer.
You want to configure a test installation to get a quick overview of CAS genesisWorld.
A multi-user operation is more complex. You will need to answer a number of questions
before you can proceed with a multi-user installation:
How will you distribute the database management system, application server(s) and
clients and on which computers?
How intensively do you intend using CAS genesisWorld - will you need more than one
application server?
The answers to these questions depend very much upon, the size of your company, the
amount of data you work with and the required system performance. At this stage, we
can only make recommendations.
2.2
Multiple users in a network
You can install the database and application server on one computer or on more than
one computer. It could well be possible that you will need more than one application
server. The following benchmarks may help your decisions:
If less than 50 users are expected to work with the Windows clients, then both the
database and application servers can be installed on one computer. However, if these
users are expected to use CAS genesisWorld very intensively, then we recommend the
following configuration.
If more than 50 users are to work with the program, then you should ensure that the
database and application servers have a computer each.
For every additional 40 to 50 users install another application server on a separate
computer.
Please note that in the last two scenarios we take typical averages of usage as a baseline,
for example, around 20% of users who are expected to use CAS genesisWorld very
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intensively, with the rest of the users expected to use CAS genesisWorld for
approximately 10% of their working day.
Please look up the current system requirements at http://hilfe.cas.de for more detailed
information about the hardware structure and example configurations.
Contact us if you are interested in a tailor-made CRM system for your company; you can
either contact us directly or alternatively speak to one of our partners. For information
about CAS genesisWorld partners, partner solutions and partners in your area, go to our
website at http://www.cas-crm.com/.
2.3
Hardware and software requirements
At this stage, it is difficult to specifiy any definite information with regard to usage
requirements and so on, without explicit knowledge of operational characteristics. The
following sections outline the minimum requirements for a standard teamWorks
installation.
The requirements may be higher, for example, when using terminal servers.
2.3.1
Hardware requirements
The following factors will influence your hardware choice for CAS genesisWorld:
What is the extent of the data in your company, that is the number of saved addresses,
appointments, tasks and documents and so on?
How many users will be working with CAS genesisWorld?
How intensively do you expect to work with CAS genesisWorld?
As a rule, you can use today's standard average computer with the latest operating
system. For more information, see "Database management systems" on page 13.
The CAS genesisWorld application server

The hard disc capacity you will require depends on your data quantity, for example,
the number of addresses, appointments, tasks and so on. The program components of
the application server will use about 150 MB.
The RAM's speed and size is important for the application server.
We recommend that you do not run applications that take up a large amount of memory
and processor capacity on the same computer on which the CAS genesisWorld
application server is running. This also applies to other programs such as e-mail servers
and ERP software.
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The application server and database system can be distributed over several computers
and you can also run several application servers simultaneously to aid load balancing.
If you work with mobile clients or use replication functions or intensively use the
notification and action service, we recommend to set up a separate application server.
Please look up the current system requirements at http://hilfe.cas.de for more detailed
information about the hardware structure and example configurations.
Windows client
If a number of users is working with CAS genesisWorld, then we recommend that you
install the Windows clients on each workstation that uses CAS genesisWorld.
A distributed installation with an update mechanism enables you to easily deploy a new
version across a whole network, see "Distributed installation with update mechanism" on
page 34.
Our clients can run on all Windows operating systems from Windows XP or later. You will
find more information on required and existing Service Packs as well as on known
restrictions in the current release notes available to download from http://hilfe.cas.de.
You will need the Microsoft Internet Explorer for views in the Windows client such as the
dashboard and for displaying the online help.
2.3.2
Software requirements
We support the latest operating systems and their predecessors. However, we cannot
guarantee that we will be able to support operating systems that have just been
launched. We may also support older versions if they are still widely used by our
customers. The same applies to all third-party software used with CAS genesisWorld
(especially databases, Office applications and so on). We also support the latest and
previous versions of our products. We offer support for these versions, fix errors and
implement important requests.
For more information about third-party software or released service packs as well as
known restrictions, please look up our current release notes at http://hilfe.cas.de.
Your network must support TCP/IP.
You will need Microsoft Internet Information Services (IIS) if you want to set up and run
portals, for example teamWorks. For some operating systems, IIS is not installed by
default and must be installed manually. Microsoft does impose license restrictions with
respect to how many users can access IIS at any one time.
And if users wish to import and export they will require ADO on the Windows client
computer.
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If several users wish to access the application server simultaneously, the correct server
versions for the Windows operating system have to be used.
The CAS genesisWorld application server must be configured as an "application server"
on the corresponding computer's operating system.
All the same software requirements also apply to laptop installations. The only exception
in the case of laptops being that the server version for a Window operating system is not
required.
Make sure you always download the latest security updates for the Web browsers used.
We recommend always using the latest version to reduce the risk of vulnerability.
2.3.3
Software
The following table offers you an overview of the supported operating systems, database
systems and other components.
Operating systems
Windows Vista
Windows 7
Windows 8
Microsoft Windows 2008 Server
Microsoft Windows 2008 Small Business Server
Microsoft Windows Small Business Server 2011
Microsoft Windows 2012 Server
Network
Your network must support TCP/IP.
Database Management
Systems
Microsoft SQL Server 2008, 2008 R2, 2012
CAS genesisWorld Web server
Microsoft Internet Information Services (IIS)
More databases on request
Apache HTTP Server on Windows

Browser
2.4
Internet Explorer version 8 (or later)
Database management systems
CAS genesisWorld requires a database system in order to function as all CAS

genesisWorld data records are saved in a database. Using the Microsoft SQL Server
database systems, you can create a CAS genesisWorld database.
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The SQL Server Express edition and the Microsoft SQL Server can be managed using
Management Studio, however, this is not always automatically installed in all versions. We
recommend to install this application. For further information, please go to
www.cas.de/FAQ.htm.
You can install the database management system on a separate computer.
SQL Server Express Edition

The size of this database is limited. For the scope of delivery and limitations, please see
the manufacturer's specifications.
You can back up this database using the CAS genesisWorld Server Manager, see "Server
Manager: Backup/Restore tab" on page 111.
You can run this database management system on a single-user computer or a laptop,
which you can then replicate with a main installation, see "Multiple application servers"
on page 36.
The SQL Server Express Edition can be installed from the CAS genesisWorld USB stick.
Microsoft SQL Server

There are different versions of Microsoft SQL Server available. For more information on
required or released versions and service packs as well as known restrictions, see the
latest release notes at http://hilfe.cas.de.
You can purchase a runtime version of Microsoft SQL Server from CAS Software.
You can install Microsoft SQL Server with a case-sensitive sort order. When using the
database wizard during installation, the database is created with the same font, however
it remains case sensitive.
Please note that in order to create a database and access it via CAS genesisWorld, you
must enable mixed mode authentication. If you do not enter a specific information, a
Windows authentication is created at installation.
CAS genesisWorld requires a database account with administration rights for the CAS
genesisWorld database. When you install Microsoft SQL Server, the account sa (system
administrator) is created and you will be prompted to enter a password for this account.
Alternatively, you can create your own respective account using DBO rights on the CAS
genesisWorld database.
You will need the sa account to create either a default or an example database either
during installation or when using the CAS genesisWorld Database Wizard, see "Database
access" on page 24 or "The Database wizard" on page 106.
Do not rename Microsoft SQL Server while it is running. You can only rename the server
when installing it for the first time.
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2.5
Installation folders
The CAS genesisWorld default installation uses the following folder structure:
Application server
The files for the application server are installed to the ...\ Program Files (x86)\Common
Files\CAS Software folder. Once installed you will find the following data in this folder:
..\File server for the CAS genesisWorld application server and the Server manager
..\DBAssistant for the Database assistant.
In the ...\Program Files (x86)\Common Files\CAS Software\Web folder, you will find a
Web server for HTML elements in CAS genesisWorld.
Note
After the installation, the ..\Server folder contains the ..\Archives folder for the
document archive with an example folder _Archives which contains templates.
The recommended folder for the document archive is ...\Archives\Archive.
We recommend to set up the Docment Archive in a local folder, could also be on a
different computer. The Document Archive may become very large and you have to
make backups in addition to the CAS genesisWorld database, see "Backing up data" on
page 103. If you deploy several application servers, all application servers must be able
to access the same Document Archive.
You can specify any folder during installation when creating the database. The content
of the example folder ..\Archives\_Archive is duplicated in this folder together with the
templates.
If you deploy several databases or tenants, we recommend to set up a separate
Document Archive for each tenant. If you have been using the same document archive
for two or more databases, you will not be able to change this later on.
The folder for the Document Archive will not be changed when installing an update.
Windows client
The..\Program Files (x86)\CAS Software folder is recommended for the Windows client
files. You can designate any folder you wish for this folder.
After installing CAS genesisWorld, you will find the ..\CAS Word AddIn with the
COM-Add-In for the Microsoft Word Integration folder in the Windows client folder.
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Administrator Manual Installing CAS genesisWorld
Portals folder
When installing certain CAS products such as teamWorks or Helpdesk, portals are
created.
When installing the first CAS product with a portal, you can select a folder for the portal.
We recommend this CAS product's ..\Portals folder.
As soon as you install an additional CAS product with a portal, the respective portals are
automatically created in the ...\Portals folder. You cannot change this setting.
Installing CAS genesisWorld
Once you have decided on the right configuration, you can install CAS genesisWorld. The
installation has been optimized so that you do not have to install the modules separately.
To activate editions and modules, enter the corresponding license key in the
Management Console.
Exceptions to this rule are portals such as Timeclient online or Helpdesk. These portals
have to be installed using a specific setup.
Windows clients are usually installed locally. For this, you can provide the client software
on the application server for remote installation, see "Distributed installation with update
mechanism" on page 34.
Software can also be installed on Windows clients using Windows Installer. This allows
you to automatically distribute and update software across your whole network, see
"Rights, installation and updates" on page 35.
Preparation for installation

During the installation process, you must register the CAS genesisWorld application
server. To do so, you will need to enter a Windows user. You will have to create a specific
user if you want to install CAS genesisWorld on the net. You do not need a special user
for a single workstation installation.
Create a user with local administrator rights in Windows on the computer you wish to
install CAS genesisWorld on.
CAS genesisWorld data will be saved on a database system.
If you have not already installed a database management system, you can install the
SQL Server Express Edition free of charge while you are installing CAS genesisWorld.
If you are using Microsoft SQL Server, you should install the database system before
you install CAS genesisWorld so that you can setup CAS genesisWorld immediately.
During the CAS genesisWorld installation process, you will be asked to enter the name
of the database. This requires the following information:
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the name of the computer on which the database system is running as well as
an existing user name and a password for the database system. When using a
Microsoft SQL server, you require the information for the system administrator
server role.
You can also install the Microsoft SQL Server after CAS genesisWorld, in this case you
should use the database wizard to create the database after the CAS genesisWorld
installation, see also "The Database wizard" chapter on page 106.
3.1
Starting the installation process
Start the CAS genesisWorld installation wizard on the computer you intend to use as
the application server.
Select the language for the installation wizard.
The wizard checks whether other components required by CAS genesisWorld need to
be installed: for example, Crystal Report Viewer or specific drivers for the CAS
genesisWorld application server. Click Install.
Accept the license agreement.

Select the setup type to install CAS genesisWorld.
17
In addition to the system requirements, the wizard also checks whether there is enough
space on the hard drive for the selected installation. Please note that CAS genesisWorld
requires additional memory, for example, for portals and for the Document Archive, see
"Document management with CAS genesisWorld" on page 26.
3.2
What setup types are available?
The setup types are described in more detail in the following sections.
3.2.1
CAS genesisWorld application server
Select this option to install all the CAS genesisWorld components on the same computer.
You can also select this option to install CAS genesisWorld as a single-user installation on
your laptop, your home computer; or as a trial version. These cases also require a
database.
If this is a new installation, a CAS Software folder is created in the ..\Program Files
(x86)\Common Files folder. The DBAssistent, Server, Web and UpdateService folder are
created in this folder.
This path cannot be changed. If you are already using CAS genesisWorld, the document
archive folder remains unchanged.
You will find the program files for the application server in the ..\Program Files
(x86)\Common Files\CAS-Software\Server
You will find the folder for the installation of the CAS genesisWorld Windows client in
..\Program Files (x86)\CAS Software\CAS genesisWorld\ClientInstallation.
The program group of CAS genesisWorld will contain the following entries after having
successfully installed the program:
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Using the CAS genesisWorld DocumentPort, you can easily add any documents to
CAS genesisWorld. We recommend to use the DocumentPort if you want to adopt
several documents to CAS genesisWorld.
This entry is also included for users in the program group.
The CAS genesisWorld help entry opens the online help pages for users.
With the CAS genesisWorld Management Console, users are sorted in groups,
access rights are assigned and so on, see "Working with the Management Console" on
page 41.
The CAS genesisWorld Server Manager allows you to control the application server,
see "Server Manager" on page 109.
A CAS genesisWorld Windows client is also installed on the computer with the
application server.
With the CAS genesisWorld Database Wizard, you can create new databases or
update existing databases to a new version of CAS genesisWorld, see "The database
wizard" on page 106.
3.2.2
CAS genesisWorld client
Selecting this option, you install the Windows client and the Management Console.
The entries for the installation wizard are identical to the ones when setting up the CAS
genesisWorld application server, see "CAS genesisWorld application server" on page
18.
In addition, on the Enter application server page, enter the name of the computer or
the application server's IP address.
To install the program on a local computer, you require administration rights and write
rights to the ..\Program Files (x86).
Users can install the Windows clients and updates from the ..\Program Files
(x86)\CAS-Software\CAS genesisWorld\ClientInstallation folder on the application server
with a so-called distributed installation with update mechanism, see "Distributed
installation with update mechanism" on page 34.
The Laptop option is only relevant if you deploy replication, for further information look
up the Replication user guide at http://hilfe.cas.de.
Please note that the Microsoft SQL Servers on all domains must have the same version to
be able to replicate. We only recommend to install the Microsoft SQL Server Express
19
Edition on laptops with the CAS genesisWorld installation wizard if you deploy the same
version of the Microsoft SQL server on your main installation.
3.2.3
User-defined
Once you have entered the target path, you can select an individual combination using
this setup type.
When you select an item and click Edit, you will then be able to select sub-components
for this item. These sub-components are described in the previous sections.
If no Microsoft SQL Server has been installed on the computer, the Microsoft SQL Server
Express version is automatically installed when selecting the user-defined installation
mechanism. You will therefore be asked to enter a password for the sa user on the
Microsoft SQL Server Express Installation page, see "Installing the Microsoft SQL
Server Express Edition" on page 24.
The entries for the installation wizard are identical to the ones for the CAS genesisWorld
application server setup type, see "CAS genesisWorld application server" on page 18.
3.3
Languages
Select the language packages you want to install.

The CAS genesisWorld standard version is available in several languages. By installing the
language packages, you will be able to use CAS genesisWorld in any of the available
languages.
Once you have installed the language packages, every time you log on to the client or
the Management Console, the system will check which regions and language options
have been selected in the computer's control panel. If a language package is available for
a particular language, CAS genesisWorld will be automatically launched in this language.
When working with the Web client, the browser language is used if the corresponding
language package has been installed.
When launching the client or the Management Console, you can enter parameters, for
further details go to CAS genesisWorld language in the online help pages for users.
When logging on to the portal, the Windows client or the Management Console, users
can select a language from a drop-down list.
If you do not install the language packages, CAS genesisWorld will only be available in
German.
20
3.4
Selecting the target path
If the installation of the program includes the Windows client and the Management
Console, enter a target path.
3.5
Registering the application server
The CAS genesisWorld application server must be registered for the Windows operating
system. By registering the application server, the operating system will receive important
information. This information is required for running CAS genesisWorld on this computer,
for example: properties of folders and program icons.
On the Registering the application server page in the installation wizard, you must
enter a Windows user. This user must have local administrative rights to the computer
CAS genesisWorld is installed on. You should create a user for this purpose in Windows
(e.g. CAS user).
In the Server Manager, you can change the user that has been entered when you
register the application server, see "Server Manager, Server registration tab" on page
110.
By entering this Windows user, you make sure that the CAS genesisWorld application
server remains active, even if no users are logged on to it. If this user is not entered, then
the application server will shut down as soon as the last user logs off.
Also the application server accesses the document archive via this user, see the chapter
on the "Document archive" on page 25. All other Windows users should not be allowed
to access the Document Archive and its folders, because this is the only way to maintain
the CAS genesisWorld access rights.
If you have installed the document archive on the same computer as the CAS
genesisWorld application server, then no further steps are necessary.
If the Document Archive has been installed on another computer in your network,
then this Windows user and the application server must be able to access the folder
the Document Archive is stored in. You should ensure that you have shared this folder,
so that it can be accessed.
When installing CAS genesisWorld in a network or a workgroup, we recommend using
the This user option.
If your network has different domains, enter the domain names and user names
separated by a backslash: domain\name.
21
We recommend only using the Interactive user... option for single-user installations.
3.6
Proxy settings
If you are using a proxy server to access the Internet, you will be now required to enter
the corresponding data. You can change these settings under Connections in the
Miscellaneous module of the Management Console.
If you do not use a proxy server, deactivate Use proxy server and click Next.
22
3.7
Database management systems
CAS genesisWorld requires a database. Therefore, you will need to create a database
using a database system.
Important
Once you have installed the database, you can use the Database Wizard to make
changes to it, see "The Database Wizard" on page 106.
Usually, you will have to update your database once a year when a new CAS
genesisWorld version will be released. This is not the case with the more frequent
software updates made throughout the year. We recommend to use the Database
Wizard when updating the database.
All data record types of all modules and industry solutions are integrated into an
installed or updated CAS genesisWorld database. You do not have to adjust the
database if you use a module like Helpdesk or an industry solution like IT Services.
3.7.1
Choosing the database system
Select Create a new database.

If you have already installed a database management system, then select the
corresponding option. A new database will then be created using the already chosen
database management system.
If you have not installed a database management system, you start the installation on
this page. Select Install new database management system and then the database
management system you wish to install.
For more information, see "Database Management systems" on page 13.
23
3.7.2
Installing Microsoft SQL Server Express Edition
You will find the Server Express Edition of Microsoft SQL on the CAS genesisWorld USB
stick.
Select the corresponding database from the list.
Now enter the password for the CAS genesisWorld database.
The SQL Express instance is now created.
The database for this database system is protected password protected. During
installation, the user name sa (system administrator) is entered automatically.
For security reasons, we recommend you change this password straightaway. Enter a
password of your choice to prevent unauthorized access to your data.
If you are updating your installation and you have entered the general
saMSDEdb2005 password, you can also change this password at a later time. For
more information, please refer to "Database access protection" on page 105.
Now, the database access page opens.
3.7.3
Database access
On this page, you create a database for CAS genesisWorld. If you want to make changes
to the database once it has been installed, use the Database Wizard, see "The Database
wizard" on page 106.
Name of database computer: the name of the computer the database management
system is installed on.
If you work with Microsoft SQL Server Express Edition, enter 'Computer
name'\'Instance name'.
The name of the database is the name of the database in which those data records
that will later be entered in CAS genesisWorld will be stored.
Each database has a user name and a password. You have already entered the
password on the previous page. The application server then uses this user name and
password to access the database.
24
3.8
Product licensing
On the Product licensing page, enter a user and the name of your company.
Select Full Version or Trial Version. If you select full version, you will be asked to
enter the serial number.
3.9
The Document Archive
Select the folder in which you want to display the document archive.
25
The Document archive is a folder stored on a chosen computer. Documents, for

example, Microsoft Word documents, Microsoft Excel spreadsheets, and image files,
are stored in the Document Archive, see "Installation folders" on page 15.
Make sure that the drive you choose has sufficient space for the Document Archive.
Managing documents with CAS genesisWorld

Archive files such as Microsoft Word documents, Microsoft Excel tables, PDF documents,
image files, are not edited in CAS genesisWorld but with the respective application.
Archive files in CAS genesisWorld are either saved in the Document Archive or the data
record contains a reference to the respective file.
Referring to a file from the document data record

The files are saved in a folder, for example, in the network and are also available without
the CAS genesisWorld application. The document data record in CAS genesisWorld
contains the reference (path) to the file.
With this method you cannot guarantee the consistency of the data. Archive files can be
opened and edited with or without CAS genesisWorld. However, access cannot always be
guaranteed; because users can save archive files to their own hard drives or move them
to other folders, not all users may have access to them.
If document data records are saved with a file reference, and the archive file cannot be
opened, you should check to see whether the file reference has been created on another
computer.
Is the other computer running and connected to the network?
Are there at least read-only rights on this document?
Are you attempting to access the archive file over a mapped drive that has not yet
been set up or is mapped to a different drive?
Saving files to the document archive

Archive files are saved in a protected folder the Document Archive, see "CAS
genesisWorld architecture" on page 6. Only the application server accesses this folder.
The archived files are opened via CAS genesisWorld using the respective applications to
edit these files.
This method offers data security, as opposed to file references, because it only allows
access to documents via CAS genesisWorld using the corresponding rights system.
With CAS genesisWorld only the users with sufficient rights are permitted to edit an
archive file. A locking mechanism prevents the simultaneous editing of archive files by
two or more users.
26
Important
Since each user can decide where each file is saved, you should define a standard
company-wide protocol for saving files.
If you are working with Web clients, for example, Smart Design or teamWorks we
recommend to always save your files to the document archive, because file references
cannot be accessed from the Internet.
3.10 Component services

The following settings mainly refer to the defaults of the Windows Server 2008. The
settings for other Windows Server can be slightly different.
In the Component Services window, you can edit the settings for Windows component
services. Click Show Help to open the corresponding online help page.
The connection between the CAS genesisWorld client and the application server is
established via the DCOM protocol using the RPC (Remote Procedure Call) interface.
For the Windows server to be able to connect to the application server, you must install
the Windows application server on the CAS genesisWorld application server. Open
the Windows server administration or the Windows Server Manager and add the
Application Server function. Install the necessary components, especially COM+
network access.
Special features of work groups

If the client computers are not members of a Windows domain or are to be found in
different Windows domains, then you will have to do the following:
Users and computers have to be in the same work group.
27
If this is not the case, you will have to setup a trusted connection between the work
groups and the Windows domains.
The Windows users have to be created on both the client computers and also on the
Application server using identical usernames and passwords.
The Windows user passwords cannot be left empty, because COM+ will refuse a logon
if the password field is empty.
3.10.1 COM settings

The default settings on the application server will need to be changed in the component
services for approved operating systems from Windows Server 2008 and later. The
settings will have to be changed in the following cases:
The Management Console is to be accessed remotely and across domains.
Windows clients are to be allowed to access applications servers in other Windows
domains.
If you are using the replication function and you allow data to be replicated via a COM
connection.
Important
Please refer to the current release notes for further information on the released
operating systems for CAS genesisWorld: http://hilfe.cas.de.
Alternatively, for the most frequently asked questions, go to www.cas.de/FAQ.htm.
Procedure
First, enter the Windows user of CAS genesisWorld to the local Distributed COM
users group. Additionally, you must add the user for whom the CAS genesisWorld
application server was registered, see "Registering the application server" on page 21.
You must furthermore adapt the default settings for the distributed COM users on the
application server.
Adding users to the local Distributed COM user group

CAS genesisWorld users must be members of the local Distributed COM users Windows
group on the application server. This enables the access to CAS genesisWorld from your
clients to the application server.
If local users and groups are not available in your computer's administration, proceed as
follows:
28
Click the Windows Start button on the Windows task bar and click All Programs >
Accessories > Run.
In the "Run" dialog box, type mmc and click OK.
Open the File menu and select Add/Remove Snap-in. Select local users and groups
to add them to the console root.
Select then Local users and groups > Groups > Distributed COM users.
With the right mouse key, click Distributed COM users and select Properties in the
context menu. The Distributed COM users properties dialog opens.
Add all Windows users who you want to use CAS genesisWorld.
You can also add a Windows user group, in which the Windows users are members,
for example, the Domain user group.
Furthermore add the CAS Server User to the Distributed COM users group.
Adjusting the default settings in the component services

If Component Services are not available in Administrative Tools, proceed as follows:
Click the Windows Start button on the Windows task bar and click All Programs >
Accessories > Run.
In the "Run" dialog box, type mmc and click OK.
Open the File menu and select Add/Remove Snap-in. Add Component Services to
Console Root and then close the window.
29
Now click Component Services > Computer.

Right-click the My Computer icon and select Properties.
The My Computer properties window opens.
For data replication, please define the settings
and
in the window.
If you want Windows clients to be able to access the application server, you must
adjust the settings
to
of the window.
30
On the COM Security tab, click the Edit Limits button under Access Permissions.
The Access Permission window will appear.
If you want to use the replication function, add the Windows user of the removed
application server of the other domain and allow this user Remote Access.
To enable client access, you add the local Distributed COM users Windows group
and allow this group Local access and Remote access.
Click OK to close the window.
Under My Computer Properties, go to Access Permissions and click Edit Default.
The Access Permissions window opens.
To enable client access, you add the local Distributed COM users Windows group
and allow this group Local acces and Remote access.
In the My Computer Properties window, go to Launch and Activation
Permissions and click Edit Limits. The Launch and activation permissions window
opens.
31
Allow the Distributed COM users group the following rights for client access: Local
launch, Remote launch, Local activation and Remote activation.
If you use the replication function, add also the Windows user of the removed
application server and allow him or her Remote Activation.
The setting is only required for replication.
If the remote application server is also to be able to start the local application server
over COM, then allow Remote Launch for this Windows user. Otherwise, you will only
be able to replicate with the local application server over COM if this server has
already been started.
Repeat the above steps for the Edit Default settings and give the local Distributed
COM users Windows group permissions.
Changes to the component services are only applied after restarting the system.
Depending on the operating system, restart the COM components or the computer.
3.10.2 I cannot activate the Application server

The "Application server could not be activated on the ... computer" error message
appears if the CAS genesisWorld application server has shut down or you are unable to
log on.
Please check the following possible causes:
32
The application server of Microsoft is not installed.

The Microsoft ADO versions vary between the Application server and the Microsoft
SQL server.
The component service settings are not correct or incomplete.
Microsoft application server

The application server of Microsoft is an extended server role of the Windows server and
includes the following functions:
Microsoft Internet Information Services (IIS) is the HTTP server (Hypertext Transfer
Protocol), which is integrated into the Windows server
Microsoft .NET Framework
ASP.NET
COM+
Message Queuing
Using WCF (Windows Communication Foundation) created Web services
You should take care that COM+ has been installed for CAS genesisWorld, this enables
the clients to connect with the Application server. To do this install the Application server
(Windows role) on the same computer as the CAS genesisWorld Application server.
Microsoft ADO versions

CAS genesisWorld application server and Microsoft SQL server communicate via
Microsoft ADO.
ADO versions for the CAS genesisWorld Application server should not differ from the
ADO versions for the Microsoft SQL server.
You can check the ADO versions as follows:
In the ..\Program Files (x86)\Common Files\System\ado, you can find the
MSADO15.DLL file. The version is contained in the Version tab of the file properties.
Please refer to the current release notes to find out which CAS genesisWorld version
has been released: http://hilfe.cas.de.
Any changes made in this area, will require that you re-start your computer.
DCOM settings
CAS genesisWorld uses the DCOM protocol and the RPC interface. As a result,
component service settings are necessary on the Application server computer.
33
Open component services in the Windows manager on the Application server.

In the Component services window, click Properties for My Computer.
On the Default Protocol tab, Connection-oriented TCP/IP is relevant to CAS
genesisWorld. This protocol should stand at the top of the list, because the order is
important for Windows. You can limit the DCOM port area on the server side via
properties, the DCOM port area is what the server responds to.
When logging on to CAS genesisWorld, a DCOM connection is requested to port 135.
However, the server replies with any port.
This can be prevented in the settings. The server can thus be accessed in spite of a
firewall. Please note that a client may require more than one DCOM connection (i.e.
usually between three and ten).
You have to adapt the access rights and the start and enabling rights on the COM
security tab, see "COM settings" on page 28.
Any changes made to the component services will require you to re-start your
computer.
3.11 Summary of settings

The Summary of settings dialog shows all entered setup information.
3.12 Distributed installation with update mechanism

Once you have installed CAS genesisWorld, the application server and the client software
will be installed on the same computer. We recommend installing the Windows client on
all user workstations.
By setting up a distributed installation with an update mechanism, you can ensure that all
CAS genesisWorld application servers and Windows clients are updated automatically.
You can also set up MSI installation, but only for Windows clients, see "MSI installations"
on page 39.
To update the Windows clients and the Management Console, you can also deploy a
service-controlled installation, see "Installation with the update service" on page 37.
If you would like to use the update mechanism for application servers, laptops with a full
installation of CAS genesisWorld, and Windows clients, then you will need to carry out
once the steps described in the following section.
Once you have installed CAS genesisWorld, you will find the ..\ClientInstallation folder
on the computer on which the application server is installed.
34
Install the Windows clients above this folder by opening the ..\ClientInstallation folder
on the respective computer and double-click Setup.exe.
3.12.1 Rights, installation and updates

In order for users to be able to install, update or update and register the Windows client
on their computer, they will need certain rights.
On their computers, users will usually belong to the Users group.
To install the Windows client on their computers for the first time, users will require
write rights to the ..\Program Files (x86)\CAS-Software folder. The Windows client
must be registered and the registry must be able to be changed because, for example,
the entry for the update mechanism will need to be added to it.
To be able to install the Window client on their computers, users will therefore require
Windows administrator rights to their own computers.
To install a software update, users require write rights to the ..\CAS genesisWorld
folder. Usually, users do only require user rights for software updates.
Therefore, assign users write rights to the ..\Program Files (x86)\CAS-Software\CAS
genesisWorld folder. By default, users are only allowed read rights to the ..\Program
Files (x86) folder.
However, if users need to register CAS genesisWorld in order to receive software
updates, then you will need to give them administrator rights on their computers.
When CAS genesisWorld is registered, a change is again made to the registry.
The described rights are relevant for distributed installations with update mechanism if
you set up and update Windows clients with this mechanism.
If you install or update the full installation of CAS genesisWorld on additional application
servers and laptops, then the Window user will require administrator rights.
Users do not require administration rights for an automatic, service-controlled installation
as the service is started with administration rights, see "Service-controlled installation" on
page 37.
3.12.2 Procedure for users

As user, open the Windows Explorer on your computer.
In the address row of the Windows Explorer, enter the name of the application server
and the ..\ClientInstallation folder.
By double-clicking the Setup.exe file, the installation routine of CAS genesisWorld is
started and the Windows client is installed. The installation is made via the installation
wizard.
35
Software update procedure

CAS provides software updates to fix any bugs that may have occurred.
A software update consists of a HotfixSetup.exe and CAB files. The folder from which the
HotfixSetup.exe is loaded must, apart from this file, only contain CAB files that contain
software updates and conform to a certain name convention.
Run the HotfixSetup.exe file on the computer with the application server. You will then
see all software updates contained in this file; select the desired software update. The
software update's files are then unzipped and copied to the correct folders. The files
that are to be replaced are backed up so that you can reverse the software update if
necessary. The software update is now fully installed.
When users now launch CAS genesisWorld, their Windows clients will be automatically
updated.
Software updates are only installed if they are intended for that particular version of
CAS genesisWorld.
When updating, you run the Setup.exe file on the application server.
Your version of CAS genesisWorld is then updated.
When users now launch CAS genesisWorld, the installation wizard is active and their
Windows clients will be automatically updated.
3.12.3 Multiple application servers

If you deploy multiple application servers, you can update them automatically.
Set up one CAS genesisWorld main installation on one computer.
Users on other application servers require read rights to the ClientInstallation folder
for the main installation via whicht CAS genesisWorld was installed. This folder
contains all files that are necessary for a complete installation of CAS genesisWorld.
You can install further application servers running the Setup.exe file in the
..\ClientInstallation folder of this main installation.
As soon as you have completed a software update on the main installation, the other
application servers will automatically detect that a software update is available when a
Windows client is started.
The software update updates the CAS genesisWorld components on all computers an
application server is installed on.
36
3.12.4 Service-controlled installation

A service installed on the user's computer installs CAS genesisWorld software updates.
This service is registered as local system and thus holds administration rights for
Windows. In this way, software updates can also be installed on computers even if users
do not have any Windows administrator rights.
This service also installs partner solutions which in the past were updated automatically
together with CAS genesisWorld software updates.
The service cannot install a new main version.
Installing the service

The service is automatically installed if CAS genesisWorld is installed with the setup.exe
file on the user's computer who has administration rights.
The update service can be installed on computers on which the Windows client and the
Management Console are installed.
If additionally an application server is installed on the computer, an automatic update
with the update service is not possible. The service can be installed on computers on
which an application server is running, but it is started with the "not active" property.
After installation, the service is started automatically with a default configuration and the
following properties:
Once an hour, the service checks in the ClientInstallation directory on the application
server whether a new update is available.
Any available updates are downloaded immediately.
The service adopts the path that has already been created for the SetupNetworkPath.
These properties can be adapted by creating a configuration file with the configuration
wizard.
37
Configuration wizard
Administrators can adjust the update service. The settings apply to all clients for which
the service is installed and activated.
Start the configuration wizard by clicking on the UpdateConfAssistant.exe file in the
..\Program Files (x86)\Common Files\CAS-Software\Server folder of the application
server.
If necessary, change the service default system settings and properties that come
preset as standard.
The entered user must exist on the users' computers and possess administration rights
for Windows. Furthermore, the user must have access rights to the ClientInstallation
folder and its sub-folders. The company's system settings define how the domain is
used.
At directory path, enter the network path for the ClientInstallation folder. In this
folder, the service checks whether new software updates are available.
Click Save configuration. The configuration file is created in the ini format and saved
in an individually defined location.
The configuration file has to be installed on the users' computers in the \Program Files
(x86)\Common Files \CAS-Software\UpdateService folder. Distribution can be organized,
for example, via group policy.
The active update service checks regularly to determine if the configuration file has
changed and adopts new properties if required. Service properties can be adjusted at any
time by distributing a changed configuration file.
38
Installing software updates

If the service is installed by means of a software update, then all subsequent software
updates will be installed through the running service. New main versions of CAS
genesisWorld are not installed by the service.
Software updates are automatically downloaded. A user can start the installation
immediately or later. Users do not require administration rights for the installation as the
service was started with administration rights.
If multiple software updates are available, then all the updates are installed. A selection of
individual updates is not possible.
If the installation has already been started, users can track the progress of the installation,
and if any problems occur they will be informed immediately.
3.12.5 MSI installations

An alternative for Windows clients is to install and update software using MSI
Installation.
This procedure is only available for Windows clients. To automatically update
databases and application servers, use the update mechanism.
For further information, please refer to the MSI installations user guide on
http://hilfe.cas.de.
39
Administrator Manual Setting up and customizing CAS genesisWorld
3.12.6 Setting up the update mechanism at a later time

After having executed an installation with a distributed update mechanism, the
..\ClienInstallation folder is stored on an application server. All other installations of CAS
genesisWorld will have been installed to this folder with the help of the Setup.exe file:
these can be other application servers, a Management Console, a Windows Client or a
complete installation on a laptop.
The CAS genesisWorld components are automatically updated when a new version or a
software update is installed on the main installation's application server.
In some cases, installations will not use an update mechanism, for example, if CAS
genesisWorld was installed with a different procedure.
The automatic update can be also set up at a later time, by changing an entry in the
registry editor:
On the desired computer, click Start and then Run.
Enter regedit.
Switch to HKEY_LOCAL_MACHINE\SOFTWARE\CAS-Software\Genesis or
HKEY_CURRENT_USER\SOFTWARE\CAS-Software\Genesis.
Double-click SetupNetworkPath.
In the next window, enter the path to the ClientInstallation folder of the main
installation, for example, \\gWApp1\ClientInstallation.
Setting up and customizing CAS genesisWorld
Once you have installed CAS genesisWorld, launch the Management Console and set up
and customize CAS genesisWorld to meet your company's requirements. By customizing
the system you can adopt it to your company's requirements.
In CAS genesisWorld you can prevent unauthorized access to data. This can be achieved
by controlling and adjusting users' rights in the Management Console.
CAS genesisWorld allows you to create a standard user interface. By creating, for
example, navigators and view formats, you can enable users to view their most important
data and work with CAS genesisWorld. Input assistance options and drop-down lists, for
example, can also be created to make it easier for users to enter and maintain data.
The font used in CAS genesisWorld cannot automatically be scaled adapting to the
Windows settings. In many CAS genesisWorld locations, individual font types and font
sizes can be defined, like in the view format.
With the Notification and Action Service, you can define rules that determine which event
triggers which actions automatically and that notifications are sent if an event occurs. In
this way, many workflows and standard proceedings in a company are automated.
40
For more information about each step in this chapter, see the online help for the
Management Console and the online help for the Windows client.
4.1
Management Console: procedure
Start the Management Console: click Start > Programs > CAS genesisWorld > CAS
genesisWorld Management Console.
Enter Administrator as the user name. If you are logging on for the first time, leave
the password field blank, see "Database access" on page 24.
One of the first tasks in the Management Console is to set a password for the
administrator, see "Settings for administrators" on page 47.
The Administrator user exists in an empty database and also in an example database.
The left pane contains the administrator areas, the right pane contains the edit area.
4.1.1
Database area
The Database area contains information about the existing data record types.
"User sensitivity" allows users to assign owner rights to a data record. If a data record
type is not user sensitive, each user can see and change the data records of this data
record type.
Decide whether, and if so, which data record types are to be made public.
You can, for example, set address data records to not user sensitive if you want all
users to be able to access these addresse. Or you want all projects to be public (not
41
user sensitive) because the organization in your company is structured on a project

base.
4.1.2
Creating users and groups
In the User Management area, you can create users and manage their user names
and passwords. Here, you can also assign certain rights to users to control data access.
CAS genesisWorld allows users to work with each other and access each other's data.
They can do so if:
They are members of a group with full access rights within this group.
They have external access rights to other users' data.
Granting access rights: settings

For users to work together, two basic settings must be made in User Managment >
Access rights.
The following settings are only available if you have selected the Activate external
access option:
The administrator can set external access rights between users.
If the administrator assigns a user corresponding rights, this user can then also assign
other users external access rights to his or her data.
If you have selected the Activate access rights depending on group membership
option, the following applies:
Members with full rights within a group have read access to all data records of the
group members. This applies to all data record types.
This chapter will explain how you can organize rights over groups. The assignment of
rights is described in more detail in "The rights system" on page 82, more settings in the
Access rights folder are described in "User and group rights to data record types" on
page 88.
Creating users
Define access data for users by creating users in the Management Console. The user then
uses this user name and password to log on to CAS genesisWorld. Users can also log on
via the Windows authentication, for information on this see the page on the
Authentication tab in the online help for the Management Console.
For each user, the administrator also defines access rights and specific settings in the
Management Console.
42
Use the Default user so that you do not have to repeat all settings for each user.
Select this user and click the Properties icon.
The Default user has been deactivated so it does not require a license. Before you can
change its properties, you must first activate this user on the General tab.
Define now the settings which will not be changed anymore. On the Rights tab,
remove all rights for data record types because in the next step the rights will be
controlled over groups.
Deactivate the Default user again on the General tab.
Now click the New user icon and then create a new user for each person who is to
use CAS genesisWorld.
By doing so, you apply the Default user's properties.
Adjust these settings: you only need to enter a name. You can leave the password
empty. Each user can then log on to CAS genesisWorld without a password and then
choose their own.
When selecting several users, you can edit the properties of these users at once. You
can, for example, assign all selected users to one or several group(s) on the
Membership tab.
We recommend to enter the user's e-mail address: various functions in CAS
genesisWorld use the e-mail address, for example, the Notification and Action Service.
On the E-mail settings tab, you can create one or more e-mail accounts for each user.
Users with the corresponding rights can also create their own e-mail accounts.
Creating groups
You can assign users to groups. This allows you to organize users according to
department, tasks, and so on.
There are two types of groups:
Organizational groups are created so users can see each other and work together. For
example, users must see other users if they want to make an appointment with several
participants or if several participants are to access one document.
Groups whose design is based on a rights structure, make it easier to effectively create
a group rights structure.
When you create a new group, you can use the Default group as a template and apply its
settings. As with the Default user, if you want to create several groups, enter the default
settings for all groups in the Default group.
In the User Management area, open the Groups folder.
To create a new group, click the New Group icon.
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Select a new group, click Properties and then open the Members tab.
Add opens the Select users/groups window, which allows you to select available
users and add them to a group.
If you select several groups, you can change the settings of this group with one action.
You can, for example, go to the Membership tab and assign one or several user(s) to
all selected groups and also remove them.
Open the Rights tab and remove all rights for all data record types, because in the
next step the rights will be controlled using specific groups.
Organizational groups
Organizational groups represent departments or divisions whose employees work closely
together.
Create, for example, a group called Sales. Now open the Members tab and add users
to this group.
On the Members tab, select the Full rights option for all users.
Each user in the "Sales" group will then be able to see all other members of this group
in the participant selection list and will have read-only access rights to these users'
data records.
No further rights will be assigned to this group because the group is designed as
organizational entity.
Now create all the other groups for your company such as Purchasing, Production,
Human Resources and Management Team. Each user is assigned to at least one of
these groups
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Groups for the rights system

Create another group called Rights: read only addresses.
Enter users to this group. Do not assign user rights for these groups. Users cannot see
this group because this group has only be created to manage rights.
Now open the Rights tab, select Addresses and then select the Read access rights.
Rights are controlled using these groups. You can create rights for different data record
types using this group. For example, the Rights: Activities group could be the group in
which you assign rights to all members for all activities.
In the upper pane of the window, select the desired users. If you now click the
Properties button, you will then be able to define the properties that apply to all
these users. This can be helpful, for example, if you assign a new user to a group or if
you set various rights for a group.
The button opens a window with all settings which can apply to several users.
Create groups for other rights such as Full Rights: Addresses, Rights: Reports, and
Rights: HR Documents. Now assign each user to one or more of these groups,
according to his or her area of activity.
Name the groups for the rights structure with Rights: ... This will allow you a better
overview.
Hierarchical groups
Hierarchical groups are a good way of efficiently managing a large number of users. This
function adds a group as member to another group.
For example, you could assign the "Employees" and "Temporary personnel" groups to the
"Internal staff" group.
Rights in hierarchical groups accumulate. Note that the highest rights always have
priority. If users are members in different groups, they have the right that allows the
most.
External access rights settings

Organizational groups enable read access between all members of a group. This applies
to all data record types.
You should only use external access rights for users:
If you require one-sided access for superiors, for example.
If you require more than read access.
If you want to set individual external access rights for each data record type.
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External access rights from others and to others can also be assigned for groups.
Overview button
In the User Management area, click the Overview button to open a window in which
you can select the properties that you want displayed in the overview. Click OK to view
the overview of the selected user. The properties include:
the user's settings,
an overview of all rights, and
all external access rights from others and to others,
sorted by data record types,
and an overview of all rights from group memberships,
and so on.
You can print out this overview.
Activating functions for users

The modules that are available to CAS genesisWorld users depend on the license they
have purchased. Users with permissions must be entered in the Management Console
with the corresponding license.
By registering a user, you activate this module's features for this user.
Go to the Licenses area in the Management Console and select the respective
licenses.
Activate user opens the Activate for window. If licenses are assigned to a specific
number of users, you can assign access rights to as many users as were registered.
To view a user's licenses, select the user, click Properties and open the Licensed
modules tab.
4.1.3
Data protection measures
You find rights for modules and functions for individual users or groups in the User
Management area.
On the Other rights tab in a user's Properties, you can choose to allow the user to
import or export addresses, copy and paste, and so on, to follow data protection
guidelines.
Most of the settings on this tab prevent addresses in CAS genesisWorld from being
copied, changed or used in mass mailings.
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This applies, for example, when exporting data, also formats like reports, Microsoft Excel
or vCard. This also applies to functions for addresses such as form letters or e-mail
messages for multiple addresses, the address wizard and features of modules such as the
duplicate check from Omikron or the enrichment of addresses by bedirect or YellowMap.
If users have the right to create actions or administer rules, they can define mass changes
of data in CAS genesisWorld and these rights should only be assigned to experienced
users.
For more information, see Data protection measures in the online help.
4.1.4
Administrator settings
Setting the administrator password

The "Administrator" user has already been created; you are logged on with this user
name. This user is always available and always has full access rights.
Define a password for the administrator if you start with the settings.
Go to the User Management area and open the Users folder.
Select the Administrator user and click the Change password icon.
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In the next window, enter and then confirm the password in the appropriate fields.
Users with administrator rights

Other users may also need to execute administrative tasks. For example, one user might
be responsible for portals and another for setting up and administering rules.
Select a user and click the Properties icon.
On the General tab, you will find all the most important settings for administrator
rights.
In the Properties of ... window, open the Administration rights tab.
If you want users to be able to perform specific administrative tasks in the
Management Console, assign the users the corresponding rights in this tab.
The Administration rights tab lists all modules and the corresponding rights. The
modules shown also depend on the CAS products and add-ons you are using. If you have
entered a product license in the Licenses area, this product will be listed here.
If these users log on to the Management Console, they will only be able to see the areas
to which they have access rights and which they can therefore administer.
Select the Miscellaneous checkbox to view this area's settings.
If you have created one or more portals for Web clients in the Portal Administration
module, all portals will be listed when you click this option. Authorized users can then
modify the portals.
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4.1.5
Activation
You have to enter a unique activation key for each installation of CAS genesisWorld. This
key is generated by CAS Software AG and contains customer specific data.
The activation key is essential if you want to activate a software installation with CAS
Software AG. This especially applies to the re-entering and editing of license numbers.
A new or changed license must be activated at CAS Software AG within 30 days.
To activate the license, open the Management Console and go to the Licenses area.
Enter your activation code and click Activate.
A window opens in which you can enter the name of your company, address and
contact person.
Then click Activate now in the window.
4.2
Central defaults
Central default settings defined by the administrator for navigators or view formats
provide users with a standard user interface. You can also decide whether users must
accept these settings or whether they can change them.
Central default settings must be configured in the Management Console and in the
Windows client.
For the settings in the Windows client, log on to the Windows client as an
administrator or as a user with administrator rights.
You will find the settings in the same windows that users can access who do not have
administrator rights. For more information, see the online help in the Windows client,
which you can open by pressing F1.
4.2.1
Navigators
Navigators contain folders and views. The program navigator is shown in the left pane of
the Windows client program window. Link navigators are used in dossiers and show all
linked data records.
Views always display a subset of data, depending on the settings for the view and the
user rights. For more information about navigators, see Navigators in the online help for
users.
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Select a particular user, click Properties and open the Start navigator tab. On this tab
you can set, for instance, whether the user is allowed to create and edit his or her own
navigators or whether he or she is to only use the default navigator.
If you select more than one user, you can then configure the settings for all these users
simultaneously. You can also configure these settings for the Default user.
If a user is not allowed to change a navigator, he or she will also not be able to change
the views in this navigator.
The setting in the first drop-down list on the Start navigator tab applies to all
navigators; that is program navigators, link navigators and document template
navigators.
On this tab, you will only be able to select public navigators. If you, as an administrator,
want to create navigators for users using the Windows client, you will also need the
Create and edit personal navigators right. Only users with administrator rights can
create and edit public navigators. To assign a user administrator rights, select the user,
click Properties, open the General tab and select the Administrator checkbox.
If no other navigator is available or has been set up, then the Autostart (public)
navigator loads when you launch CAS genesisWorld.
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In public navigators for multiple users, filtering by the current user is particularly useful.
The current user is then entered as a variable or place holder. The current user is the user
who is logged on to CAS genesisWorld at that moment.
On the Team tab in a view's properties sheet, there is the Personal and public data
record option. If this option is selected, the personal and public views are displayed for
each user.
Public navigators can contain an e-mail view that automatically accesses the logged-on
user's default e-mail account. This default account is created in the User Management
area, in the user settings.
For more information about e-mail accounts for users and the associated rights, see The
e-mail settings tab in the online help for the Management Console.
A user is not allowed to set up another e-mail account if you do not activate the Allow
user to change administrator setting option.
Document template navigator

The document template navigator contains folders and views for templates. It is available
in the Create document from window and in the Document templates window of the
Windows client.
You can define this navigator as administrator only in the Windows client. The rights that
have been set in a user's properties under the Start navigator tab do also apply for this
navigator. Only one document template navigator can be saved as a public navigator.
The public document template navigator is initially displayed even though users can
create and edit navigators.
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4.2.2
One navigator for many users
You can use business units to assign different users and/or groups of a public folder to
different folders or views depending on their workplace.
In the Business units folder of the User Managment area, you can create different
business units. You can assign one or more business units to each user or group.
Business units can also be administered in the Properties window of each user and each
group, in the Business units tab.
If business units are created in the Management Console, you as administrator open a
public navigator in the Windows client. For certain navigator views, you can define one or
more business units.
Users or members of a user group can then see the folders and views of their business
unit(s) in the public navigator together with the general view. If a new business unit is
assigned to or removed from a user, the public navigator is adapted to the new
workplace.
A user can also be assigned an empty navigator if no business units are assigned.
Business units accumulate: if several business units have been assigned to a user due to
group membership, he or she can see all views that match at least one business unit.
If several business units with identical views have been assigned to one user, these views
are only displayed once.
No business units are assigned to navigator folders. Folders are automatically hidden if all
views of the folder are hidden.
When duplicating users or groups, the assigned business units are also duplicated.
Editing business units in the Management Console

Go to User Management > Business units folder and click the New business unit
button.
Enter a Name for the business unit.
Then the Properties ... window opens.
Select the users or groups that are to see the folders or views of this business unit in
the public navigator.
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Editing the navigator in the Windows client

Open the Windows client and log on as user with administrator rights.
Open a navigator or create a new navigator if you want to make it available as
common navigator for users.
You can, for example, use the Autostart (public) navigator or the Start navigator for
all users, see "Navigators" on page 49.
Save the navigator in the database as public navigator if you have not done it yet.
Select a view and select Properties in the context menu.
Open the Business units tab in the Properties window of the view.
Click Show this view only for the following business units and select the desired
business units.
Do not forget to save the navigator if you create more views.
The setting for business units is only available if the view or the navigator are saved in
the database. Therefore, the setting is not displayed in the view wizard.
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As administrator, you can create and display all views for all business units in a
navigator.
In the context menu of a view, click View and then Preview "business areas". All
business units of this view are displayed next to the view's name.
The Business units button on the right side of the navigator offers checkboxes for all
pre-defined business units with which you can show how a navigator looks like
containing one or several of these business units.
Click on the left Navigator button to undo the preview. All functions for the
navigator are then available again.
What options do users have?

The settings of a user define whether or not users are allowed to create and change
navigators themselves.
With the Create and edit personal navigators setting, users can save the navigator
under their own name. By doing so, the public navigator is transformed to a personal
navigator that can be changed by the user.
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4.2.3
View formats
View formats define the fields that are to be displayed in a list, the order in which a list is
sorted, which font is used, and so on.
Each data record type has a Default (public) view format. For embedded lists, the default
view format is always used, for example, in dossier views.
Select one or several users in the User Management area of the Management
Console.
Open the View formats tab in a user's Properties sheet.
On this tab, you can allow users to create and modify their own view formats and
define default view formats for users.
If you select more than one user, you can then configure the settings for all these
users simultaneously. You can also configure these settings for the Default user.
You as administrator can define the Default (public) view format either here in the
View format tab or in the Settings window of the Windows client in the List tab.
Important
Rights for view formats are only applied if users have rights for navigator views, see
"Navigators" on page 49. If a user cannot change the navigator, he or she cannot edit
view formats either. This also applies if rights for view formats exist.
These rights also apply to the Administrator user. If you, as an administrator, would like
to create view formats for users, you will need rights to navigator views and the Create
and edit personal and public view formats right.
If users are not allowed to create and edit their own view formats, you should provide
them with at least one default view format for each data record type.
The views based on this view format will load faster if you do not select the Notes field
in a view format's displayed fields.
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Do not change view format

If you go to the Rights for view formats drop-down menu and you select the Do not
change view format entry, it will affect users in the following ways:
Users have to use the defined Default (public) view format.
This also applies to embedded lists.
If the Allow user to change administrator setting option is activated, users can
define a different default view format in the Settings window of the Windows client, in
the Lists tab.
Creating and editing own/public view formats

If you select the Create and edit personal view formats entry from the Rights for view
formats drop-down menu, it will affect users in the following ways:
Users may edit or create personal view formats.
The Default (public) view format is used if a user has not defined a personal view
format.
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If the Allow user to change administrator setting option is not activated, the
Default (public) view format is used for embedded lists.
The user can temporarily select a different view format via the context menu of a list.
The next time you open the list, the Default (public) view format is used again.
If the Allow user to change administrator setting is activated, users can define
different default view formats for data record types.
When working with embedded lists, the user can select a different view format from
the context menu of the list. Users can also define a default view format for the
respective data record type with the use as default option.
In the Windows client, a user can define any default view format for all data record
types in Settings > List.
If you select the Create and edit personal and public view formats option from the
Rights for view formats drop-down list, users will be affected in the following ways:
The settings for users for own view formats, mentioned in the previous paragraph, are
also allowed for public view formats.
This setting is also required if you as administrator or other users with administration
rights are to create view formats.
4.2.4
Dashboards
There are three different types of dashboards in CAS genesisWorld:

A dashboard as the first view in the navigator pane.
Company dashboards that users with certain rights can individually create and
configure like any other navigator view.
Data record dashboards that are displayed in separate data record tabs. You can select
for which data records this tab is to be displayed in the Dashboard folder in the
Miscellaneous area in the Management Console.
The Default user's dashboard is used as the default dashboard. This default is used until
a user changes the dashboard. Users can restore this dashboard by clicking Restore
default.
Go to the User management module and activate the Default user in the
Management Console. Normally, this user is deactivated, thus the user will not require
a license.
Log on with the default user account to the Windows client.
Define the default for the dashboard.
You can then deactivate the Default user again in User Management area.
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Public elements
As administrator, you can create public elements for all dashboards in the Windows or
Web client. These elements are displayed for users if they select elements.
Users cannot edit these elements. Any changes made by the administrator to a public
element are applied to elements used by users. If the administrator deletes a public
element, then users will no longer be able to use this element.
4.2.5
Full-text search
With the full-text search, a full-text index is created on all CAS genesisWorld text fields.
Search terms users have entered are then searched for in this index. When searching, the
beginning of a word is taken into account, the order you enter the search terms in no
longer matters, and you no longer have to enter the percentage sign into the search field.
Searching with the full text index, is used for all text field searches in CAS genesisWorld,
for example:
in portals,
in mobile clients,
in the Search window and in the Search register,
in the search field on the toolbar or
when searching via lists.
Defined filters and filter conditions are not included when searching with the full-text
index. You can also use the contains value as equivalent filter criterion.
Search terms that occur frequently such as "and, or, the" and so on, are not included in
the full-text search nor in any search terms that you might enter.
Important
The full-text index search is activated by default for new installations.
You cannot use the full-text search function together with the Microsoft SQL Server
Express Edition database system.
If you use Microsoft SQL Server as database system, the full-text search must have
been installed in the respective database instance. The corresponding service must be
activated for the database.
If you use Oracle as database system, Oracle TEXT needs to be installed on the
database.
If you delete the full-text index, you deactivate the full-text search.
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Activating the full-text search

Open the Database area in the Management Console, and then the General folder.
Click Create full-text index.
Creating a full text index may take some time.
4.2.6
Defining defaults for users
The Fields to search in drop-down list in the Windows client's Search window lists fields
specific to each data record type.
Users can select search fields from the drop-down list. The system then searches the
fields for the search term(s). After the installation of the program, a certain field selection
is available.
Each user can make custom settings in this tab. If the user does not define personal
settings, the settings of the administrator are applied.
As administrator, you may want to enhance or change these entries, for example, to
better support the search using the full-text index.
Log on to the Windows client as administrator, go to the Tools menu of the program
window and go to Settings > Search.
Users adopt the settings of the administrator with the Reset to default button.
Click the Reset to default button to restore the original default settings (defined
automatically after the first installation).
4.2.7
Defining system messages
You can share important system relevant information from CAS Software AG by
displaying it to your users. Once a user has logged on to a CAS product, any relevant
information you want them to have will open in the form of a message. Users can
deactivate the display of theses messages by selecting the Do not display anymore
option.
Likewise, partners or administrators can publish system messages, for example, to inform
users of maintenance windows.
A system message will only open if the message data is valid and if it refers to the current
client.
The messages are currently activated for the Windows client and teamWorks.
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How it works
The system messages published by CAS Software are fetched by the customer's
application servers via a Web service.
System messages are created by administrators in the CustomSystemNews.xml file. This
file has to be saved to the ...\Program Files (x86)\Common
Files\CAS-Software\Server\DotNetData\SystemNews folder on the application server.
System messages can be created in any language and are displayed in a language that
users can understand. When users log on, the application server checks whether any
system messages are present in the language currently being used by CAS genesisWorld.
<?xml version="1.0" encoding="utf-8"?>
<messages>
<message id="1" validfrom="2013-12-01" validthrough="2014-01-01"
client="CAS genesisWorld"
minversion="15.0.0" maxversion="15.0.3" author="CAS Software
AG">
<content language="EN">
<title>English system news</title>
<body>This is the news body.</body>
</content>
<content language="DE">
<title>German System message</title>
<body>This is the message body.</body>
</content>
</message>
</messages>
All system messages are stored in the application server cache and are updated regularly.
Every time a user logs on, any relevant system messages are transferred from the
application server to the client. The transferred data is analyzed by the client and then a
window with one or more messages is displayed.
4.3
Little helpers for users
To configure little helpers go to the Miscellaneous area in the Management Console.

You will find a detailed description on the respective page of the online help.
4.3.1
Central e-mail settings
You can set up a default e-mail account for each user, see "Navigators" on page 49.
To define the update/monitoring intervals for the e-mail accounts (IMAP4 and POP3), go
to the e-mail settings in the Management Console > Miscellaneous.
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With these settings, you also define folders which are not available as offline folders and
you can enter the maximum size of e-mails that are not to be saved automatically in the
database.
Furthermore, e-mail addresses from the global address book of the Microsoft Exchange
Server can be stored in the CAS genesisWorld database. Once you have done so, all these
addresses will then be available for all the users; for example when a user starts typing an
e-mail address, the system suggests possible matching e-mail addresses.
4.3.2
Dossier settings
You define
which data record types the CAS genesisWorld dossier for users will contain,
which fields are to be displayed for each data record type, and
by which field the data records of each data record type are to be sorted.
4.3.3
Input assistance
An input assistance is a pre-defined value for certain fields in the data record window, for
example a selection of values for the industry sector or for countries for addresses.
You can create input assistance options in the Database area of the Management
Console.
You can define input assistance options for almost all fields. Furthermore, you can create
input assistance options for all new fields if they are a varchar data type for text fields, or
if they are for numbers.
Each database field has a certain length. You must not exceed the maximum number of
characters for a field by combining entries.
Select a data record type on the left.
Mark a field and click Input assistance.
In the Create/Edit input assistance options windows, select the input assistance
type, for example, single selection list or checkbox list either with our without input
option.
The special Selection tree input assistance option is available with the Premium
Edition.
You can create specific input assistance options for the Type and Status fields, see
"Input assistance for Type and Status" on page 63.
New and Change opens the same window.
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Group opens the Assign input assistance to group window. Define, for which user
groups an input assistance is to be available. You can assign different input assistance
options to users from different groups or different departments.
The assigned groups will be displayed on the right of the Create/edit input
assistance options window and after each entry in brackets.
Selection tree
The selection tree is a special type of input assistance. These hierarchical input assistance
options are only available in the Premium Edition and offer a tree structure from which
several entries can be chosen in a fixed order.
Examples of a selection tree include parent entries with customers, prospects or suppliers.
The child entries for customers, for example, can be products.
New entry or New opens a window of the same name.

Entry available/
entry.
Entry not available indicate whether or not users can select this
To mark entries as not available is only useful when relating them to a child entry: the
parent entry cannot be selected, only the child entry is available for selection and the
parent entry is automatically entered in the respective field. You can, for example,
define child entries for the parent entry Banks/Insurances: Bank A, Bank B, and so on. If
a user selects the child entry Bank A, the parent entry Banks/Insurances is later
automatically displayed before this entry in the respective field, but the user cannot
select the parent entry.
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Single selection list/ Checkbox list: you can switch from one of these options to
the other if the selected entry contains child entries. Single selection or checkbox lists
always show all the child entries of an entry.
In single selection lists, the options are displayed both in the Management Console
and for users, only one entry can be selected.
In checkbox lists, checkboxes are displayed both in the Management Console and for
users, several entries can be selected.
International input options

You can activate the Use international input assistance option for the Single selection
list, the Checkbox list and the Selection tree. If you then create or change an input
assistance option, enter this input assistance option in different languages.
If you select an input assistance option in the Create/Edit input assistance options
window, you will see that the entries are displayed in the corresponding language.
If you define international input assistance options, users can work with different
languages on the same application server: each user automatically sees the input options
and the entries are displayed in the user's chosen language. This is only possible if users
are not allowed to enter personal text.
If you work with teamWorks or SmartDesign, you can also use international input
assistance options and input assistance options for groups in these Web clients. If you
have created an input assistance list for a field, then the Input assistance selection list
element is available in forms.
Input assistance for the Type and Status fields

This function is only available in the Premium Edition.
You can create input assistance options for the Status field that are dependent on
the Type field. If you select either Type or Status and then click the Input assistance
button, the Administer type and status window will open.
Interdependent input assistance options for the Type and Status fields can be created
for all data record types, except campaigns, opportunities and distribution lists.
The Type and Status fields can also be found in data record types that have been
specially created for your company. Go to Management Console > Database > Create
Type/Status.
In a data record, users can select one option for Type and one for Status.
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Example: consistently storing data records with input assistance

options
Different addresses are consistently entered:
Deactivate the type-independent option for Status on the right side of the window.
Enter the following Type field entries: Customer, Suppliere and Employee.
Select the Customer entry for the Type field and define the following Status field
entries: Lead, A customer, B customer
For the Supplier Type, define the following Status field entries: active, passive
For the Employee type, define the following Status field entries: employed, trainee,
probation
If users select an entry in the Type field, the matching entries are displayed for the Status
field.
Mandatory fields
Click the Mandatory fields button to set mandatory fields. When users then select a
type or status, they will have to complete these fields.
Mandatory fields can be set both for "Type" and for "Status."
For example, you can set up the fields so that when a user selects Customer from the
Type drop-down list, he or she is then required to complete the Sector field.
If you have created mandatory fields via Customize column, then these fields will also
be shown as activated mandatory fields in the Mandatory fields window. You can
only deactivate these mandatory fields by clicking Customize column and clearing
the "Mandatory field" option.
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For more information, see Checking mandatory fields in the online help for the
Management Console.
4.3.4
Display tabs
Type lets you control which tabs are displayed in data record windows.
You do this under Display tabs in the Miscellaneous area of the Management Console.
You can therefore make sure that users only have access to the information they need for
their work.
Mandatory fields on hidden tabs are not checked when the data record is saved. A user
can thus also save a data record if the tab contains a mandatory field that has been
hidden due to the Type setting.
4.4
Address properties
To configure the following settings, go to the Miscellaneous area in the Management

Console and open the Addresses folder.
General tab
Country (default) is the default setting if users create a new address.
Input fields for the address in the data record windows match the standards for postal
addresses in the selected country. Users can individually enter the country for each
postal address of a contact (address).
With Address (default), you define which postal address you want to display when
creating individual contacts.
The Field synchronization tab
Select the Activate/deactivate synchronous field values option to make sure that all
postal address fields for contact partners and companies are always synchronized.
Users must have Edit rights to the Synchronize fields values field to be able to use
this option. If users do not have the necessary rights and they create or save a contact
person, the Activate/deactivate synchronous field values option is set by default
and cannot be changed.
The Duplicate check tab
The Duplicate check checks whether an address has been recorded more than once.
If a user saves a new address that contains data which is similar to an existing address,
this address can be merged manually or automatically. There are various settings
available for identifying such addresses.
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In the Cleaning options tab, you define whether or not duplicates are deleted or
deactivated. If you deactivate found duplicates during duplicate merging, deactivated
addresses are not included when checking duplicates. If you let the system delete
duplicates during merging, deactivated addresses are included when searching for
duplicates.
You will find more information about all settings in the online help pages of the
Management Console, in section Addresses/Duplicate check tab.
Services tab
Addresses are maintained by address service providers such as bedirect or YellowMap.
As administrator, you set up the connections and the respective accounts. In the
Management Console > User management area, you can define who is allowed to
use which services.
The check and enhancement of individual addresses is free with the YellowMap AG
yellow pages. However, bedirect does not provide these services free of charge. For
more information please look up the corresponding user guides at http://hilfe.cas.de.
These features are available to all authorized users, see "Data protection measures" on
page 46. An Internet connection is required. The only settings that may need to be
changed in the Management Console are those under Connections in the
Miscellaneous area.
Georeferencing is a method to enhance addresses with their latitude and longitude
coordinates and with a factor to define the accuracy of the coordinates. To use
map-based services, such as the proximity search, data of the location must be stored
as address coordinates.
The georeferencing is executed via a Web service at CAS Software AG and with an
OpenStreetMap server. This service can therefore be offered for free, but for some
regions, this server may return less accurate coordinates or none at all.
Only the postal address data is transferred to CAS Software. The Web service must be
started in the Server Manager, see chapter "Services tab" on page 113.
If the service is activated, addresses are immediately georeferenced and also
georeferenced if changes have been made. If postal address data is not
georeferenced, or only approximately georeferenced, the software continues to
georeference using intervals.
The initial georeferencing run might take very long if you have many addresses.
The Unternehmensverzeichnis.org directory offers a free directory of German
companies and production facilities. The integration with the
Unternehmensverzeichnis.org directory provides an additional service for the
enrichment of CRM data, and thus increases overall data quality. To use the service
you will have to register at Unternehmensverzeichnis.org; this is currently only possible
in German.
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Using the EBID number that was automatically assigned by the service, the data of
companies saved in CAS genesisWorld can be matched to the information provided by
Unternehmensverzeichnis.org. You can flexibly update or complete the data whenever
needed.
Group structure tab
Different addresses are linked following the parent-child relations model (1:n). Users
can see and edit these types of hierarchies in an address' Group structure tab. You
can make the settings in the Management Console.
On the General tab, select the fields for the top level and those for the sub-levels.
On the Details tab, select a 1:n link to be used for the display. In Field name select a
field with an input assistance list. You can now select a specific color for each input
assistance option of this field. Depending on the value of the input assistance, the
background color for an address changes. The Group structure tab also has a legend
for users.
For example, in the Field name drop-down list, select Sector and then choose the
desired colors for the items in the input assistance list.
4.4.1
Unicode
Unicode is a universal standard encoding scheme for all characters in all of the world's
writing systems.
The conversion to Unicode applies to all data records types in CAS genesisWorld. Once
completed, users can enter in fields any character from any language. For international
addresses, this means that names, places, addresses, and so on, can be entered and
displayed using the "correct" characters.
To convert a database to Unicode, click the Activate Unicode button in the Database
Wizard.
A dialog box then opens prompting you to enter your administrator password. The
conversion to Unicode may take a while and is irreversible.
Now, when you create new fields for addresses in the Management Console, these fields
will automatically be set to Unicode.
Important
Make sure that you back up your database on a regular basis.
To convert to Unicode you will require additional memory: two to three times the size
of your database.
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When you convert an existing database to Unicode, you must install an SQL
Distributed Management Object (SQL-DMO) on the application server's computer.
You must also do so if the database is installed on a different computer.
The conversion to Unicode cannot be reversed.
Converting to Unicode increases the amount of storage space for the database.
The conversion to Unicode may take several hours to complete, depending on the size
of your database.
The performance of live operation can be lower when using Unicode.
If you use the replication function, this setting must be the same in all domains.
teamWorks, CAS genesisWorld, SmartDesign and Mobile Sync support Unicode for
entering and displaying data.
When importing addresses, Unicode is not supported.
When integrating third-party systems such as ERP systems, or using these systems
with mobile devices, you have to ensure that they are compatible with Unicode. CAS
Software does not test these third-party systems.
We recommend to only activate Unicode if you really use it.
4.4.2
Privatizing addresses
The figure shows the options for addresses. The Addresses data record type can be user
sensitive or not user sensitive. If a data record type is not user sensitive, then all
addresses are public.
If you allow that one or several address types are privatized, addresses are user sensitive,
but they are automatically created as public data records.
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Depending on your settings in the Management Console, addresses can be set to private
by users. The user who has privatized the address is then entered as participant in the
address and external access is set to Private.
For example, you can configure the settings so that users are only able to label individual
contacts as private addresses. Each user can save private contacts. Individual contacts can
still be created as public addresses. Companies and contact persons cannot be privatized.
First, in the Database area, set the Address data record type to user sensitive.
Now go to Miscellaneous/Addresses area, and then select which types of addresses
can be privatized: companies, contact persons or individual contacts.
Define whether you want all users to be able to privatize data records or only the user
who creates an address.
The settings have the following effect on the user:
The Private address option is displayed in the address data record either for all
addresses and users or just for the user who created the address.
If an address is privatized, the user who currently edits the address is entered as
participant. Once the user has saved the address, no other users will be able to access
this address, and this address will also not appear in any search results.
To make a private address public again, uncheck the Private address checkbox.
In special cases, addresses cannot be public or private, e.g. if addresses are switched
from user sensitive to public or if addresses were imported. If this happens, then the
"Select participant" button is automatically displayed so that you can select
participants.
4.5
Primary links
You as administrator can define basic settings for primary links in the Management
Console, in Miscellaneous > Links.
Primary links are only available in the Premium Edition.
You have three options when working with primary links:
Primary links are deactivated by default. This means you do not work with primary
links and none of the functions described for primary links will be used or activated.
Primary links have been activated, but no Mandatory primary links have been
defined.
Users can then enter primary links, but do not have to use them. Depending on the
processes in your company, some data records might be linked with primary links and
other data records are not.
Primary links are activated and Mandatory primary links are predefined.
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Mandatory primary links are used to set hierarchical relationships between

addresses, projects, jobs, appointments, documents, phone calls and e-mails. In other
words, the data is structured hierarchically.
Working with primary links and mandatory primary links

Once you select an item from a drop-down list in the Mandatory primary links area, the
primary link becomes a mandatory primary link. Furthermore, you can set the hierarchy
levels of primary links and the data record types for which you want to define primary
links.
The drop-down list next to the data record types lists the items for which you can set a
mandatory primary link.
If you have defined primary links, they must be entered in the data records by the user,
otherwise the data record cannot be saved.
An address is usually the data record where primary links are first linked with as per
default. The address can be a customer or a supplier, and data record types can be
companies, contact persons or individual contacts.
On the next level, projects are linked: if you work with primary links, you can enter one
primary link to an address for a project.
A project can also only have one mandatory primary link to one address. If you have
defined mandatory primary links for projects, then users must enter the primary link
for the project to the address in the data record.
Primary links are 1:n links. This means, that a data record from a higher level can be
assigned any number of sub-level data records. One sub-level data record can only be
assigned one parent data record.
A project can or must have one single primary link to an address:
Project ----> Address
An address can be linked to several projects:
Address
----->
Project 1
----->
Project 2
----->
Project 3
The next level comprises jobs. A job can have a primary link to an address or a project.
You can set mandatory primary links for addresses or projects.
A job can or must have one single primary link to an address or a project. The
project/address can then be linked to several jobs.
On the sublevel of jobs, you can create any other levels with jobs if the administrator
has set the corresponding rights.
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Following these rules, a hierarchical structure is built.

The following figures show the maximum number of hierarchy levels that can be build
with primary links.
The order of the levels is predefined. You can omit levels but you cannot change their
order.
The following figure shows an example of an hierarchy without job data records.
The following diagram shows that appointment data record types must be linked with
Projects over a primary link; all other data record types must be linked with Jobs.
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Examples
Primary links are efficiently used, for example, for project management tasks if you want
to assign all data saved in your system to a certain project and the project itself is
assigned to a certain customer (address).
A customer is interested in a product. Create a project called Interested in product A.
For the customer with the Interested in product A project, create a job called Events.
Now link appointments for a presentation, the customer's visit to a briefing, a cover
letter, phone calls, and so on, to this job.
A supplier needs to print 1,000 brochures; create a project called Print brochures
June.
For the suppliers with the project Print brochures June, create a job called Prepare
print. Link all appointments with the design studio, the print agency, the offer, and so
on.
For the internal project Intranet, start with the address of the employee responsible.
The employee creates the jobs Criteria and Implementation. Now link the meetings
with colleagues, documents containing suggestions, e-mails, and so on, to these jobs.
Impact of primary links

There are now buttons available on the General tab for entering primary links in the data
record window. Entered primary links are displayed in the data record window.
The Tree tab in the data record window and the Tree view show an overview of the
primary links' hierarchical structure. There are also functions available for editing primary
links.
You can also view all links and primary links on the Dossier tab.
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4.5.1
Settings for primary links
On the Primary links tab, you can select the primary links and mandatory primary links
that you want to use and define the corresponding settings.
Select the Activate primary links checkbox. You will then see further setting options.
Mandatory primary links

In the Mandatory primary links column select whether, and if so, which mandatory
primary links you want to enter for a data record type.
Due to the pre-defined hierarchical structure, the following settings can be made:
Projects: you can only enter addresses as mandatory primary links.
Jobs: you can enter projects and addresses as mandatory primary links.
For tasks, appointments, documents, e-mails and phone calls, you can either select
addresses, projects or jobs to be linked as mandatory primary links.
If you want to create a specific hierarchy, select either Address, Project or Job for the
desired data record from the drop-down list.
Phone calls
Type and Status of an address are displayed for phone calls, if the address is linked to the
phone call with a primary link.
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Select the Hide Type/Status of primary address checkbox if you want to hide these
fields.
Example
In addresses of the "Leads" type, you can select Negative, Positive or Neutral in the
Status field. If a user enters a primary link to such an address in a phone call data record,
the Type and Status fields from the address are then displayed in this data record. This
information is displayed and users do not have to open the address data record. Users
can then change the items in the Type and Status fields directly in the phone call and
these changes are then applied to the address.
Fields displayed in Parent

Select the fields which you want to display for users in the data record window in the
Parent area.
These fields help users to identify parent data records without having to open them.
Fields displayed in link wizard

Select the fields which users see in the link wizard if they search for the data records.
These fields are searched if users enter text directly in the input line.
Add participant
For jobs, tasks, documents, and so on, select whether participants are to be added
from the parent project.
These users are then automatically entered as participants when a primary link is
entered for jobs, tasks, and so on.
Users can still change or enhance this selection.
History
The Parent drop-down list in the data record window shows the last primary links a user
has entered.
The contents of this drop-down list depend on the user.
Save from level allows you to set from which level the Parent drop-down list is to
display primary links.
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Jobs
Below the job level, you can set up any other level with jobs. This is made by creating a
primary link for one job to another job.
You can only do so if you have not selected the Hide flexible job hierarchy option.
If you select the Hide flexible job hierarchy option, you will not be able to enter a
primary link from one job to another.
4.6
Settings for rules
The Notification and Action Service allows you to define rules for automating routine
processes in your company. A rule determines which events automatically trigger which
actions.
There are two types of rules: rules for notifications and rules for actions.
Rules for notifications

With rules for notifications, participants can be sent e-mails to notify them when certain
data records have been, for example, created or edited, or if a deadline has been missed.
Even changes to links can be monitored.
Members of a group receive notification when the group is added as a participant to a
data record. Users can subscribe to these notification rules. There are also mandatory
notifications. These are sent to users even if they have not subscribed to a rule. Users are
also notified if they have been entered as subscribers by the administrator.
Notifications can now be sent in multiple languages. This requires that the notification is
available in different languages. To enable this you have to ensure that the language
packs have been installed and that language support for multiple languages is enabled
on the Server settings tab in the Rules area of the Management Console.
Rules for actions

With Action rules, when changes are made to data records or a deadline has been missed
for particular data records in CAS genesisWorld, then new data records are created, data
records are linked with other data records, and so on. Users cannot subscribe to these
rules.
Notifications and actions can be defined for all data record types that are included in the
standard edition.
You can also define notifications and actions for data record types which have been
created for your company. To do so, the Record type is visible in the CAS
genesisWorld client option must be activated when creating the data record type.
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For more information about rules and how to create rules, please refer to the online help
pages of the Management Console.
4.6.1
Creating rules
As an administrator, you can administer rules in the Rules area of the Management
Console.
In the Rules for notifications and actions tab, you can define specific actions for
changes made to data records or links, missed deadlines, and anniversaries.
With rules for actions, new data records are created or existing ones can be changed
or linked. These rules cannot be subscribed.
With rules for notifications, an e-mail is sent to participants notifying them when a
data record is created or changed. Users can subscribe notification rules if the
respective option is ticked when creating a rule.
In the Management Console, the administrator can set whether a user is allowed to
create or edit rules. To do so, select a user, click Properties, open the General tab and
select the Rule administrator option.
Users can create or edit rules in the Management Console if you have selected the
Rules option for them. To do so, select a user, click Properties and then open the
Administration rights tab.
Users that have Rule Administrator rights can also create or change rules over the
Windows client on the Rules tab in the Settings dialog box.
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The Windows client features the same windows and functions as the Management
Console. The same applies to the help pages.
E-mails
Users do not need Rule administrator rights to set rules for e-mails sent from their own
e-mail accounts.
Users can set these actions for e-mail in the Rules for e-mail tab, which you will find in
the Rules and the E-mails tabs in the Settings window of the Windows client.
4.6.2
Notifications and actions
In the Rules for notification and actions tab, you can define the actions that are to be
carried out, for example, when a data record has been changed or a deadline missed.
You always select the data records of a certain data record type which you want to
monitor.
A rule can be based on various events:
Data record change: the system monitors whether a new data record has been
created or an existing data record has been changed, linked, deleted or restored.
If changes are to be monitored, click Setting... to set which fields are to be monitored.
Likewise, if links are to be monitored, click Default to set which data record types are
to be monitored.
With Deadline exceeded the system monitors the date fields of specific data records.
You define a deadline for one of these fields before or after the date.
You can, for example, define to be informed 7 days before a project milestone will be
terminated.
With Anniversary the system monitors the date fields of specific data records. For one
of these fields, you can define a time period before or after this point in which an
action is to be executed.
For example, all customers and suppliers are to receive a birthday card from the
employee who takes care of them. The employee is informed by a rule 3 days before
the birthdays.
Link change monitors the links between certain data records.
For example, you want to be informed when documents are linked to your projects.
After you have created/defined data record types and monitored events, you can define
actions and users.
For each event, you can select which action is to be triggered depending on the event.
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The recipients of a notification can be defined in more detail using subscribers,

variable and predefined recipients, users and/or resources of CAS genesisWorld and
addresses.
Monitoring the execution of rules

You as administrator can control the load of the notification and action service on the
application servers with several settings.
With the Monitoring interval, you define time intervals during which the program
checks and executes rules.
Set up a Schedule if you do not want to execute a rule, for example, each week day. The
schedule applies in addition to the monitoring interval, that is, depending on the settings
for the schedule, a rule can be executed at specific times, or more often or less frequently
than scheduled in the monitoring interval.
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In the Server settings tab, the application server on which the notification service is to
run is entered. This tab is only available in the Management Console.
Furthermore, you can configure the application server that is to execute the rule. In that
way, the load of the application server can be controled if you plan, for example, to
execute some rules more often than others.
In the Statistics tab you, as the rule administrator, can show various Notification and
Action Service evaluations such as service runs, executed actions or the number of
triggered data records.
4.6.3
Special considerations
If you work with rules functionalities, you can easily and quickly create or change a lot of
data records. In the worst case, cycles, with endless changes or creation of new data
records, can develop.
Important
Rule administrators must know exactly what they do and must have been trained on
how to use rules.
Please pay special attention to the following information and recommendations,
particularly if you are an administrator.
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The notification and action service is a server service and runs on a CAS genesisWorld
application server.
The service checks all rules for monitored data records in a predefined Monitoring
interval. If an event occurs, the corresponding actions are executed.
To not overload the application server, the service only runs for a certain period of time
depending on the load of the application server. During this time, all rules are executed
once. The duration may vary depending on the configuration of the rules. The service
pauses for a set time, and then all rules are once again executed. As a result, the time
between an event occurring and the execution of the action may vary.
The application server's performance

The application server load depends on the Monitoring intervals of the rules. If the
application server's load or the number of actions means that the monitoring intervals
cannot be adhered to, you have the following options:
It might be that too many users have the Rules administrator right.
Are the rule administrators well informed and do they know the limitations of this
service?
We recommend to only assign the Rule administrator option for specific users and to
train these users on how to work with rules.
Can the administrator check and restrict existing rules?
If the rules have been checked and given the all-clear, you can then set up an
additional application server for the notification and action service.
Special considerations
Furthermore, you have to include the following when working with the notification and
action service:
Multiple rules from one or more users can lead to cycles or infinite loops.
For example, user A creates the following rule: "When a task is in status "x", then
create a category "y" appointment." User B creates the following rule: "If a category "y"
appointment is created, then create a status "x" appointment."
Cycles of this type are not identified by the CAS genesisWorld application server.
The volume and number of e-mails and edited or created data records have to be
considered. A large number of actions can be executed, depending on the size of the
installation, the number of users and rule administrators, and the user scenario.
You can only execute one action for each rule. For more actions, several rules must be
defined.
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The notification and action service does not allow you to illustrate a multi-level
workflow with conditions, branches, and so on. This is not wanted.
4.7
Editing print definitions
You can define the look of printed data records in the print definitions. You as
administrator can change print definitions and decide which fields in which sort order are
to be printed, how these fields are formated, how you embed your company logo, and so
on.
You can change print definitions in the Database area of the Management Console.
On the toolbar for data record types, click Customize data record type, open the
View format > Print tab and then click Edit.
Important
This tool does not let you customize the printing of lists and calendar views.
For each data record type and each language, several default prints exist. You do not
need to defined additional print definitions for the same data record type.
Before you start working with the print definitions, it is a good idea to back up the
existing print definitions by using the export function.
If you want to change the print layout of an e-mail, you must use an HTML page as a
template; you cannot do so with a print definition. You will find the HTML pages for
e-mails in the following folder: ...\CAS-Software\CAS genesisWorld\Client\TEMPLATES.
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Administrator Manual Rights
The file names of e-mails contain Online in their name, and offline or archived e-mails
contain Store in their name.
Before you change the HTML pages, you should back up these pages first. These HTML
pages may be overwritten when a new version of CAS genesisWorld is installed.
Additional information can be found in the online help of the Management Console, see
Edit print definitions, Print definitions - Example and Adjustable print definitions.
Rights
The administrator assigns rights in the Management Console. The administrator

determines which users are allowed to view and edit which data.
A user can also assign rights to other users; in principle, at least to data records that he or
she has created.
This chapter describes the basics of the rights system. For an example of the procedure in
the Management Console, see "Creating users and groups" on page 42. For information
about rights for preventing unauthorized access to data, see "Data protection measures"
on page 46.
If you are not already familiar with the features described in this chapter, we recommend
you open the respective features in the program as you work your way through the
chapter.
5.1
Assigning rights as administrator
The administrator assigns rights in the Management Console. This includes

the creation of users,
permitting the use of add-ons,
setting user sensitivity to define if rights can be assigned to data records,
assigning rights to data record types and data records, and
defining external access rights between users.
The following diagram shows a simplified version of the rights model. This simplified
model helps you getting started. It will then be easier to understand the more detailed
information of this chapter.
The different data record types are displayed as a scheme.
As administrator, you assign rights for all data record types, for example, tasks or
documents. You have a vertical view on the data and assign rights to columns, also to
fields of the data records.
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Users have a horizontal view of the data and can assign rights to data records. Those
rights that result from the intersection set of rights are the rights that apply.
5.1.1
Key terms for right settings
Access rights include Read, Insert, Move, Change, Delete and Full rights. If you have
full rights, you can also delete items from the Recycle bin. These rights apply to data
record types, data record type fields, or particular data records. You as administrator
assign access rights in the Management Console: which users or which groups of users
are to have which access rights to data record types, data record type fields or certain
data records.
External access rights control to what extent users can access the data of other users. If
users in a department have been assigned the relevant external access rights, they will be
able to access each other's documents, appointments, tasks, and so on; act as deputies
for colleagues; and accept tasks.
In the Management Console, the administrator defines external access rights between
users. Administrators can change the external access rights to their data records
themselves if you as administrator allow these changes. If a user then changes external
access rights, the setting of the administrator in the Management Console is also
changed. This also applies the other way round. The administrator's settings overwrite the
user's settings, and vice versa. The most recent settings always apply.
Owner rights control the rights to individual records created by a user. If a user creates a
data record, then he or she "owns" this data record; in other words, the user has full
rights to this record. When creating data records, a user can add other users as
participants to this data record. Then these users can be assigned full or partial rights to
this created data record. This data record is then also "owned" by the participants either
fully or partly.
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There are also public data records and data records with participants.
Public means that users have not been assigned owner rights to the data record or that
the data record has not been marked as user sensitive. Each user has access.
One or more users are usually assigned to a data record as participants. These
participants have owner rights to the data record. The person who creates a data record
is automatically entered as participant. If this user removes himself or herself from the
data record, then the data record is delegated to the remaining participants. If no
participant is entered in a data record, the data record is public.
A private data record can only be viewed by the user it was created by and who has been
entered as a participant. If you require extra data security for a meeting between an
employee and the works council, or for private documents, for example, then you can set
them to private. External access rights are deactivated for private data records.
Users see confidential data records either if they are entered as participants or if they
have specific rights and/or external access rights.
5.1.2
User sensitivity: authorizing user rights
For users to receive user rights to data records and to be able to assign rights, the data
record type must be user sensitive.
To set a data record type to user sensitive, go to the Database area in the Management
Console. Select a data record type from the top left and then click Customize data
record type. In the next window select the This data record type is user sensitive
checkbox.
If data records are user sensitive, users can select participants for these data records
when they create them and also assign owner rights.
If a data record type is not user sensitive, the data records of this data record type are
public: users cannot enter participants for these data records that means there are no
owner rights to these data records. Public data records can be viewed by all users and
can be edited by all users. There are more options for addresses, see "Privatizing
addresses" on page68.
As an administrator, you can assign rights to data record types that are not user sensitive
by using a filter to limit access, see "User and group rights to data record types" on page
88.
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5.1.3
Creating users and groups
Creating users
When you (the administrator) create users in the Management Console, you will also
enter the user names and passwords for these users.
When creating the users, other properties are defined, for example, rights to data
records, external access rights, or whether a user is allowed to work with add-ons or
extensions.
The Administrator user is already created. This user always has extensive rights and
cannot be deleted. In this way it is ensured that at least one user can log on to the
Management Console and to CAS genesisWorld.
Creating groups
Groups are created in the Management Console. Groups can also be assigned access
rights to data records. Users can be members of a group with full or restricted rights.
Members of a group with full rights have at least read-only rights to each other's data
records; except for private and confidential data records.
If users were not granted external access rights and they are not members of a group
with full rights, no participants will be displayed for participant selection. Important: if a
user does not have full rights in a group, this user can be seen by other users with full
rights, but he or she does not see the other users in the respective windows.
A group can also be member of one or several group(s); with this hierarchical groups are
created.
In so doing, you must make sure you do not create a cycle. A cycle is a loop in a
hierarchy, for example, group A contains group B, group B contains group C and group C
contains group A. Cycles in hierarchical groups occasionally result in an involuntary
transfer of rights and are therefore not allowed in CAS genesisWorld.
When creating hierarchical groups, the system checks if a cycle would be created.
Furthermore, hierarchical groups are checked for cycles upon each start of the application
server. If the system finds a cycle, you (the administrator) will be notified the next time
you log on to the Management Console. If the system discovers a cycle, it then ignores all
hierarchical relationships between the groups.
5.1.4
Administration rights
Other users may also need to execute administrative tasks. For example, one user might
be responsible for portals and another for setting up and administering rules.
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To assign user administration rights, select a user from the list, click Properties and then
open the Administration rights tab.
This tab lists all modules and the corresponding rights. The modules shown also depend
on the CAS products and add-ons you are using.
5.1.5
Setting external access
You can set up external access for users to enable them to access other user's data
records:
Before you can set external access rights, you must first select the Activate external
access option under Access rights in the User Management area of the
Management Console. If you do not select this option, then none of the following
settings will apply.
By selecting this option, both you (as administrator) and the users can define various
settings for external access rights.
In the Management Console select a user and then click Properties. On the External
access to/from others tabs, you can define which external access rights each user has
to other users or from other users.
Each user can also assign other users external access rights to his or her own data
records, see "External access rights" on page 93.
To allow a user to do so, select the user, click Properties, open the General tab and
select the Set up external access rights checkbox.
The administrator's settings overwrite the user's settings, and vice versa. The most
recent settings always apply.
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5.1.6
Access rights through group membership
A user, who has full rights as a member of a group, has read-only external access to the
data of the other members of this group. This applies to all data record types. It does not
apply to personal and confidential data records.
If a member of a group has fewer rights than the other members, he or she will not be
able to select users as participants or view the other group members' data.
This means that if groups are added to a data record as participants, some group
members may not have the same rights to this data record as other group members. A
group can be entered with full rights as participant to a data record. If a member of this
group does not have full rights within this group, he or she will also not have full rights to
the data records.
If a user has different rights in different groups, these rights are added together. A user
then has the sum of all his or her rights; in other words, the highest rights from all his or
her memberships.
The access rights of users due to group membership are defined in the following
locations:
You will need to select the Activate access rights depending on group membership
option under Access rights in the User Management area of the Management
Console. If you do not select this option, then none of the following settings will apply.
To define the rights that a particular user has in a group, select the user, click
Properties and then open the Membership tab.
Users can activate or deactivate access rights through group membership in their
settings if they have selected this option on the General tab in the Properties
window, see "External access rights through group membership" on page 96.
Selecting participants without read rights to data of the group

Users can select other users as participants if these users are displayed in the Select
participants window.
A user can see the users of a group if the user has full rights in this group.
And a user sees those users to which he or she has external access rights.
Members with full rights within a group have access to all data records of other
members. This applies to all data record types.
If you do not want users to automatically have read rights to other users' data, you can
monitor the collaboration by defining external access rights.
Go to User Management > Access rights and deactivate the Activate external
access rights depending on group membership option.
Activate the Activate external access option.
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In the User Management area, open the Properties window of the respective user or
the respective group and then go to the External access from other users tab.
In the lower part of the tab, go to the Default drop-down list and select See times in
the calendar.
Select the Default value from all other drop-down lists.
With this setting, the respective users will see themselves in the Select participants
window and they will see the times of all data records which are displayed in one user's
calendar. These data records can not be opened.
5.1.7
User and group rights to data record types
You as administrator can define access rights for each user and group down to the data
record's field level. With restricted rights for a certain field, users cannot see or edit this
field.
User rights are managed via special rights groups, see also the chapter on "Creating
users" on page 42. In the process, you can define rights such as read, insert or edit for
users, groups and data record types, which determine what users can do with data record
type data records.
You can use a filter to specify which data records of a data record type a user or group
can apply their rights to. You can even restrict access to data records that are not user
sensitive. To do so for users and groups, go to Properties, open the Rights tab and click
Details.
For example
Addresses within a company are not user sensitive and thus public. Hence, all users
having full access to addresses. There are two categories of addresses: General and
Business partner. Let's say you would prefer to restrict access to business partner
addresses to the board of directors and their personal assistants. The administrator can
set a filter for addresses using the General category so that users will only be able to
access these addresses.
Under "Details" on the "Rights" tab in the "Properties" window, you can set which fields in
a data record type a user or a group is allowed to view or edit.
Users can also assign rights

If you create a data record, you can assign rights, see the chapter on "Key terms for right
settings" on page 83. The settings on the Rights tab in the Properties window for the
user determine the extent and scope of the rights that a given user can define.
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In addition, the settings in the User management area in the Access rights folder are
also valid.
Using Rights you can set for data records, you can define which rights and access
rights users can set for data records. The settings are applied to the Windows client,
teamWorks and mobile CRM solutions.
The settings do not affect the displayed access rights in the Management Console and
you as administrator can further define all available rights.
The following access rights are mandatory and cannot be deactivated here: Personal,
Read and Full rights.
With the other options, you define which rights are displayed for users and can thus be
set for data records.
If users, for example, create a data record, exactly those rights are displayed in the Select
participants window that you have previously allowed.
The settings of the Access rights folder effect both on owner rights and on external
access rights. The setting refers to all users, also the Administrator user.
The setting applies not to general external access rights of data records. For the rights to
the general external access, all available rights can be set, also if you restrict the displayed
data. You as administrator can define the general external access in the Management
Console in the users properties.
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5.1.8
Rights, filters and details
You as administrator have several options to assign users access rights to user-sensitive
data record types in the Management Console.
Rights to data record types Select a user or group, click Properties and open the
Rights tab.
Rights to specific data records of a particular data record type
Select a user or group, click Properties, open the Rights tab and select a filter.
Rights to data record fields Click Properties, open the Rights tab and click Details.
What are the resulting rights when these settings are combined?
The following examples involve two groups with differing rights, and also a user who is
member of both groups.
Rights to data
record types
Details:
column-relat
ed rights
Result
Addresses:
insert
All fields:
change
Inserting rights to data record types
Group B
Addresses:
change
Turnover field: "Change" rights to data record type

no rights
No detail rights to the "Turnover"
field
User AB is a
member of
group A and
group B
Addresses:
change
All fields:
change
Group A
Full rights to all fields in new data

records
"Change" rights to data record type

Full detail rights to all fields
For user AB, the highest right that has been set for a data record type and for the fields
apply, regardless of the filter settings.
Change rights to a field only come into effect when at least Change rights (or Insert for
new data records) have been activated at the data record type level. This means that if
you have set the rights to this data record type to Read, users will only be able to read
fields in these data records.
If Read rights have not been activated for a particular field, a user with rights to
addresses will still be able to view the address, but not this field.
User AB's rights that vary at the data record type level and at the field level are
compared, and the highest right applies.
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If you define settings for fields in "Details," you must define these settings for all
groups.
The same principle applies to the following example, even if address access rights have
been further restricted by means of a filter.
Rights to data
record types
with filters
Group A
Details:
Result
column-relate
d rights
Addresses: insert All fields:

change
Filter: Postal
code = 7%
"Insert" rights to the "Address" data

record type for the postal code area
7
Full rights to all fields in new data
records
Group B
Addresses:
change
Filter:
Postal code >=
60000 and
Postal code <=
89999
User AB is a
member of
group A and
group B
Addresses:
change
Filter:
Postal code >=
60000 and
Postal code <=
89999
Turnover field: "Change" rights to the "Address"

no rights
data record type for postal code
areas 6 to 8
No detail rights to the "Turnover"
field
All fields:
change
"Change" rights to the "Address"

data record type for postal code
areas 6 to 8
Full detail rights to all fields
As in the previous example, the highest rights that user AB has to the data record type
and to the field apply.
The rights to the fields are not connected to the filter.
5.2
User rights
The following examples show how users can assign rights for other users:
When creating data records, users select participants for the data record. When a user
creates a data record and selects its participants, he or she thereby determines who
has owner rights to this data record.
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External access allows a user to select other users and allow them to access the data
records he or she has created or in which he or she is a participant.
Furthermore, users can also deactivate External access depending on group
membership.
5.2.1
Owner rights: selecting participants for data records
Data record ownership rights can only be issued if the data record type in question is
user sensitive.
Rights are assigned in the same way for all data records as being described with the
following example:
Create a new appointment.
Click this icon (located next to the Participants field or on the toolbar). The Select
participants window opens.
On the left you will see the users, groups and resources. The list contains the users
who are in the same group as you, and
who possess full rights within this group, and
to whom you have been granted external access rights.
As the owner of the appointment, you have full rights to the appointment and are
automatically entered in the Participant list on the right.
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Move the users, groups and resources, which are to participate in the appointment,
from the list on the left, to the right. Once this is done, they will also become
participants, or owners of the appointment.
You can move objects using either the icons or by double-clicking.
If you press the Ctrl button and click on several users with the left mouse key, you can
enter these selected users with one click. Multiple marked users cannot, however, be
moved with just a double-click, in this case you will have to use the icons.
Using the drop-down list you can assign the users in the right list right access rights
(full, read-only, etc.) to the data record.
The Rights button opens a window in which you can define the access rights for
marked participants. Read or Edit, duplicate describes which actions are possible
through the action right. The highest level is full rights. With full-rights you can also
delete files.
The administrator can set external access rights between users. The figure shows all the
available access rights. It could be the case that are presented with fewer rights and,
therefore, only the most important rights are displayed.
If you remove all participants from a data record, it becomes public. In other words, all
users will have full access to this data record.
The All (public) participant can be assigned varying rights.
Example
Make an appointment with a colleague. Add the All (public) user and your colleague
as participants. Assign your colleague full rights and the All (public) user read-only
rights. The colleague can then move the appointment, change notes, insert a link and
so on. All other colleagues can view the appointment, but cannot change it.
5.2.2
External access rights
With the help of the external access right, you can make data from one user available to
another. External access rights can be set separately for each data record type and user.
If the administrator has given users authorization, they will be able to set external access
rights themselves or change the settings in the Management Console.
To do so, open the Tools menu in the Windows client, select Settings, open the General
tab and then click the Change external access button.
In the Change external access window, select the users who are to be given external
access rights.
You can set the external access rights in the bottom half of the tab. Click Expand to
display all data records. You can now assign different external access rights for each user
and data record type.
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5.2.3
Owner rights and external access rights
If you (as a user) select participants for a data record (thereby assigning who has owner
rights), you can set the general external access.
Open a data record (e.g. an appointment) and the click Select participants button.
You will see the Maximum external access rights drop-down list below.
In this drop-down list select the external access rights to the data record as described
in "External access rights" on page 93. The settings in the Select participant window,
however, only apply to:
to only this data record,
to all users, whom you (as a user) or the administrator have assigned general
external access to, and
as restriction for users who have access rights to users to whom you have external
access to.
If specific external access rights have been set for a data record, all users who have access
rights to your data will have these external access rights.
Example
The users A, B and C all have different external access rights to user D's appointments.
User A has full external access rights,
user B can edit the data records, and
user C does not have any access rights to user D's data.
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User D creates an appointment and sets the highest level of external access to Read
only, see the figure below. This means that users A and B can only read the data record
and can no longer edit or delete the data record. Nothing changes for user C, because
this user does not have any external access rights to user D.
By setting the external access rights at the data record level, you are moving the red line
either upwards or downwards which sets either more rights or less rights respectively.
In the Maximum external access rights drop-down list, you can also select the
Private status, see "Private and confidential data records".
Alternatively: you can assign specific users fewer rights

Access rights to a data record can be controlled and granted for specific users on an
individual basis.
Add these users as participants to the data record.
Select the participant(s) in the list on the right.
Click the Rights icon above the list on the right and select the rights for these
participants.
Owner rights have priority over external access rights: if the owner rights and external
rights differ, then the owner rights apply. This way you can assign a participant, for
example, read-only rights to one of your data records. This right applies even if this
participant has full external access rights to your data records.
Similarly, you can also set access rights for a group and those of a member separately:
A group is a data record participant with full rights. User A is a member of the group
and has full rights in the group. As a result, user A also has full rights to a data record
to which you have assigned this group as a participant.
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Now add user A as a participant to the data record. Assign this participant Read rights.
Participant A now has read-only rights to this data record even though he or she is a
member of the group.
5.2.4
External access rights through group membership
Members of a group with full rights have at least read-only rights to each other's data
records; except for private and confidential data records. This can be changed in the
Window's client.
The administrator has to activate permissions in the Management Console, which
allow this setting to be changed.
In the Tools menu, click Settings.
Open the General tab and select the Deactivate access rights based on group
membership checkbox.
5.2.5
Delegating data records
If you remove yourself as participant from a data record you delegate the data record to
the remaining participant(s).
As long as the data record will not be delegated a second time, you as previously entered
participant have the assigned rights no matter how often the data record will be changed
by another user.
5.2.6
Shared calendar view
Users who have external access to other users will be able to view their calendars.
This means you can view colleagues' calendars and then make an appointment when
they are all available.
Open a calendar view and then open the Team calendar drop-down list, which is
located on the top right-hand side of the program window.
A drop-down list opens. Select a user. This user's calendar entries will then appear in
the calendar area.
The team calendar view displays the activities with the settings, colors, and so on, that
you have defined for your own calendar view.
Alternatively, instead of selecting a user from the drop-down list, type in two or more
users separated by commas. These users' calendar entries will then appear in the
calendar area.
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You do not need to type out the full names. Just start typing and the system will
complement your text.
Click the cross in the field to return to your calendar.
5.2.7
Interdependence of rights
There are different ways a user in this case user A can be assigned rights to a data
record:
In the Management Console, the administrator assigns user A access rights to data
records.
User A is member of a group with full rights and therefore has read-only access to all
records created by other members of the group, except for private and confidential
data records.
In the Management Console the administrator assigns user A external access rights to
user B. User A therefore has access to user B's data records.
User A is a participant of the data record.
User B has given user A external access to his/her data records.
User B assigns user A external access rights to a data record that differs from the
default external access right. User B's general settings therefore restrict external
access.
Please note the following rules

A user's user rights and group rights are compared and the highest apply. This is why
a user's group membership should not grant him or her more rights than intended.
The general external access right can be set in the Management Console by the
administrator and can also be set in the user settings for each data record type and for
all users separately on an individual basis.
In addition to the general external access rights, data record owners can also restrict
external access rights. If these settings have been enabled for a data record, then
these rights apply to all users who have external access to the owner of this record.
This allows the owner of the data record to set rights limited rights to the data record.
Owner rights have priority over external access rights. Owner ship rights are ranked
higher than external access rights: if external access rights are restricted to a data
record, then these rights apply to all users who have external access rights to the
owner of this record.
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Access to a data record can thus only be assigned for selected users: if a user has been
selected as participant of a data record and the owner right differs from the external
access right, the owner right is applied and not the external access right.
Example the CEO's appointments

The Chief Executive Officer (CEO) of a company and his/her secretary and another
employee are in the same group together and have been given full rights. As a result, the
each have read external access rights to each others' data records.
Chief Executive Officer
Secretary
Other employee
Creates an appointment in
which he or she is the only
participant.
External access: read-only

due to group membership
External access: only

read-only rights due to
group membership
The secretary can read but

cannot edit the appointment. The employee can read but
cannot change the
appointment.
Changes his secretary's

Now, she has full rights to
external access rights and
the appointment.
assigns her Full rights and
Access to confidential data
records for appointments.
He or she can still only read

the appointment.
Creates a new appointment

and sets external access to
Access to confidential.
She has full rights to the

appointment.
He has no access to the

appointment.

and sets external access to
private.

appointment.

appointment.

with the secretary as a
second participant.
Has full rights to the new

Can read but cannot change
appointment created by the the appointment.
Board of Directors.
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Administrator Manual CAS genesisWorld e-mail integration
CAS genesisWorld e-mail integration
This diagram provides an overview of e-mail integration with CAS genesisWorld.
You as administrator usually set up the mailboxes on the e-mail server.

CAS genesisWorld supports IMAP4 and POP3 e-mail accounts.
The connection between the mailbox on the e-mail server and CAS genesisWorld is
established via the e-mail account. You as administrator can set up the e-mail account
and display it in the users' navigator.
Users can set up a different e-mail program as standard e-mail client in CAS
genesisWorld, see "Integrating e-mail using other programs" on page 101.
All received and sent e-mail going to and coming from an e-mail account are
managed on the e-mail server.
You access the e-mails on the e-mail server online using an e-mail client: in CAS
genesisWorld, for example, this would be an E-mail view (mailbox).
As e-mails are managed on the e-mail server, these e-mails are not recognized as CAS
genesisWorld data records, which means that the application server's load is not
affected.
The e-mail account for the notification service must be set up in the Rules area of the
Management Console. You can set up a SMTP account because e-mails only have to be
sent.
Users can work either online or offline. Offline means that a connection is not made
to the e-mail server and e-mail account content is accessed via a local folder.
In the account properties, you define More settings for the offline mode. Define
where you want to save e-mails for the offline mode.
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We recommend transferring e-mails to local folders for a better performance. Only the
user with access to the mailbox can access the e-mails in a local folder.
Local folders are folders on the computer of the user.
User archiving
E-mails of an e-mail account can be archived in CAS genesisWorld. In the process, a
copy of your e-mail is saved to the database as a CAS genesisWorld data record. As
soon as an e-mail has been archived, you can select participants for the e-mail and the
e-mail can be linked with other CAS genesisWorld data records.
The archived e-mail is no longer linked with the e-mail in your mailbox on the e-mail
server.
You can archive e-mails in offline and in online mode.
6.1
E-mail server
CAS Software AG tests e-mail servers to ensure they are compatible with CAS
genesisWorld. For a list of the compatible e-mail servers, please refer to the current
release notes at http://hilfe.cas.de.
Requirements
Here are the minimum requirements an e-mail server should fulfill:
The e-mail server must be multi-session capable.
Depending on the use scenario, the number of simultaneously open connections per
user on the e-mail server should be set to at least twenty. The reason for this is that
CAS genesisWorld refreshes the e-mail of multiple mailboxes at the same time and a
user could also have several e-mail windows open simultaneously.
You should ensure that the e-mail server and the CAS genesisWorld application server
are not installed on the same computer. Avoid these scenarios or test them with
respect to system stability and performance.
6.1.1
Supported e-mail protocols
The CAS genesisWorld e-mail client supports the IMAP and POP3 e-mail protocols
according to the defined standard.
Some e-mail servers and providers do not comply with the defined standard and as a
result may not work with CAS genesisWorld. Because of this, you should try and use the
approved e-mail server or provider recommended by CAS Software.
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For more information about released e-mail servers and providers for CAS genesisWorld,
please refer to the current release notes at http://hilfe.cas.de.
CAS Software does not guarantee or support any e-mail server that has not been
released or approved for CAS products.
IMAP
Using the Internet Message Access Protocol (IMAP), users can save their e-mail and
folders directly to the e-mail server. The IMAP protocol was developed primarily to
enable users to edit e-mails independently. IMAP offers a number of options to
administer and store e-mails and folders.
The current release is version 4 which is supported by CAS genesisWorld. All the common
e-mail servers support IMAP, for example, Microsoft Exchange Server. And the majority of
providers offer IMAP for a fee.
POP3
As a rule, providers usually offer the POP3 (Post Office Protocol) free-of-charge.
For automatic refreshes, CAS genesisWorld requires more than one connection per
e-mail account to the e-mail server. Some e-mail servers do not offer this option as a
standard. The automatic update does not work with all e-mail servers.
In contrast to IMAP, POP3 does not manage e-mails using a folder structure on the
e-mail server, but does this instead on your local computer. Incoming and outgoing
e-mails are saved on your local folders. These e-mails do not exist on a separate
computer unless they are saved on a network folder.
If instead of a folder on your local computer, you set up a folder on your network then it
is possible that other users could have access to your e-mail.
E-mails in folders also must be backed up. We recommend to make a regular backup if
users frequently receive e-mails.
Make sure that you do not run a virus scan on these folders because this might change or
delete the e-mails. If files from these folders are deleted it can lead to data loss.
For the reasons mentioned above, we do not recommend POP3 use in a professional
environment.
6.2
Integrating e-mail using other programs
If they wish, CAS genesisWorld users can opt to work with other e-mail programs and
select another e-mail program as their default e-mail client.
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And when composing an e-mail in CAS genesisWorld their e-mail program of choice will
then open automatically.
Archiving e-mails using other e-mail programs

An extra add-in is required to use both Mozilla Thunderbird and Microsoft Outlook. This
enables users to archive their e-mail in Mozilla Thunderbird or Microsoft Outlook at the
touch of a button and in the process, archive them as CAS genesisWorld data records.
Please note the following features with the Microsoft Outlook add-in:
The installation and pre-requisites vary depending on the version of Microsoft Outlook
you are using.
The add-in for Microsoft Outlook 64 bit can be installed without the Windows Client
by CAS genesisWorld.
Pre-requisites and basic requirements include: at least Microsoft Outlook 2007, service
pack 2 including the current Microsoft updates or service pack 3.
The add-in for Microsoft Outlook 64-bit can be installed on the computers via MSI,
see the MSI user guide at http://hilfe.cas.de.
For more information, please go to our online help pages for users, on the Mozilla
Thunderbird and Microsoft Outlook page.
6.3
Logging on to the e-mail system
E-mail accounts can be set up by the administrator or the user. The procedure in both
cases is the same.
The administrator's settings in the Management Console overwrite the user's settings in
the Client, and vice versa. The most recent settings always apply. To apply the
administrator's settings, users must restart CAS genesisWorld.
You will find more information on setting up an e-mail account in the Management
Console Online Help on the Setting up an e-mail account page.
You as administrator define in the Management Console, whether users can change
pre-defined e-mail accounts or whether they can create own e-mail accounts.
Public navigators can contain an e-mail view that automatically accesses the logged-on
user's default e-mail account.
You will find more information on setting up an e-mail account in the Management
Console online help pages on the Personal e-mail accounts in the navigator page.
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Administrator Manual Backing up data
6.4
E-mail settings in the Management Console
You as administrator define all the general e-mail settings for IMAP4 and POP3 accounts
in CAS genesisWorld in the Miscellaneous area of the Management Console.
Automatic actions intervals
Transferring e-mail addresses from the Microsoft Exchange Global Address Book
External access rights to archived e-mails
Saving archived e-mail as of a specific size in the document archive
Global e-mail signature
The settings apply for all users and all e-mail accounts.
You will find more information on e-mail settings in the online help pages for the
Management Console, on the E-mail settings page.
Backing up data
A backup is a copy of the data in the database saved to another storage medium such as
a hard disk or another computer. You can use the backup copy to restore the original
data should a computer suddenly break down and you lose all the data. For this reason,
we recommend that you do not create a backup on the same computer the data is stored
on, because if anything were to happen to this computer, you would also lose this
backup data.
Important
We strongly recommend that you back up your data every day.
For example, you can create a backup on any day of the week. These backup files are
then overwritten the following week. This means you can create a backup of your data
for the last five working days.
RAID (Redundant Array of Inexpensive Disks) systems provide more data security by
saving your data more than once and to more than one disc.
If you are using CAS genesisWorld extensions, you may need to perform additional
backups. This is not explained in this manual.
You may also want to back up your data, for example, on a monthly or quarterly basis.
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7.1
Backing up databases
The database contains the data of all data record types (addresses, tasks, etc.) and data
on the users, licenses, settings, and so on. Metadata for archive documents is also stored
in the database. However, archive files such as Microsoft Word documents and PDF files
are stored in the Document Archive, not in the database, see "Document management
with CAS genesisWorld" on page 26.
If you use Microsoft SQL Server, then use the Server Manager to back up this data, see
"Server Manager: Backup/Restore tab" on page 111.
As is normally the case, a number of special tools are available for making database
backups.
7.2
Backing up documents
The archive files are stored in the Document Archive. The Document Archive is located in
a special folder that you have indicated when installing the program. To back up the
Document Archive, copy the whole folder to another storage medium. You can also use
an archive system.
7.3
Backing up portals
The administrator creates a backup of the folders in which the portals are stored.
Portals are created for teamWorks or SmartDesign.
7.4
Backing up e-mails
We also recommend that you back up your e-mails.

Once an e-mail has been archived in CAS genesisWorld, this e-mail is backed up the
next time the CAS genesisWorld database is backed up.
If e-mails are processed on an e-mail server, then you must also back up this
computer.
If users work with local folders or a POP3 account, e-mails are located in a different
folder. Users can select this folder individually.
Please make sure that these folders are copied to another data source at regular
intervals to ensure data backups.
Make sure that you do not run a virus scan on these folders because this might
change or delete the e-mails.
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7.5
Database access protection
The sa user (system administrator) is automatically created for the database when
performing a default installation of CAS genesisWorld with SQL Server Express Edition or
Microsoft SQL Server.
For security reasons, we strongly recommend to assign a password for the database to
prevent unauthorized access to your data.
When installing CAS genesisWorld for the first time, assign your database a password.
This way you make sure that only the CAS genesisWorld application server can access
the CAS genesisWorld database.
Once you have entered the general password saMSDEdb2005, we recommend that
you change the password immediately.
Changing the password at the SQL Server Express Edition

Here the SQL Server Express Edition procedures are displayed. In this scenario, all CAS
genesisWorld components including the database system must be installed on one
computer.
Launch the CAS genesisWorld Database Wizard. To do so, click Start on the Windows
taskbar and click All Programs > CAS genesisWorld > Database Wizard.
In the Database Wizard for CAS genesisWorld window, select your database and
click Disconnect.
Now launch the Server Manager, switch to the Server registration tab and click
Stop, see "The Server registration tab"" on page 110.
Click Start on the Windows taskbar and then click Run.
A window opens. Type cmd in the input field and click OK.
The (DOS Box) window now opens. Enter the following command and press [ENTER]:
osql -E osql -E -S localhost\SQLExpress
Make sure you capitalize the E and the S.
Now enter the following command and press [ENTER]: sp_password @old = null,
@new = 'NewPassword', @loginame ='sa'
Enter the following command and press [ENTER]: go
Enter the commands exactly as explained here, including the spaces.
However, you should replace 'NewPassword' with a new and complex password.
Inverted commas also have to be entered.
A strong password contains letters (upper and lower case), numbers and special
characters.
105
Administrator Manual Important tools
You will receive the following message notifying you that your password has been
successfully changed: Password changed.
Now enter the new CAS genesisWorld password, so that CAS genesisWorld can still
access the database.
Now, you will need to open or switch to the database wizard.
Click Connect.
Now enter the following in the Access to database page:
Name of database computer: localhost\SQLExpress
User name: sa
Password: enter the new password here
Database name: select the desired CAS genesisWorld database
The settings for the document archive on the following page can be kept.
Click Finish.
The CAS genesisWorld application server is restarted automatically.
Important tools
There are a number of programs for these tools:

The database wizard assists you with various database processes after installation.
The Server Manager allows you to manage the application server.
8.1
Database Wizard
When installing CAS genesisWorld, you will usually carry out the necessary operations for
the database management system.
Once you have installed the database, you can use the Database Wizard to help you carry
out various database procedures, for example:
creating a new database
configuring database access for the CAS genesisWorld application server, or
updating a database.
All modules and industry solutions are integrated into an installed or updated CAS
genesisWorld database. You do not have to adjust the database if you use a module like
Helpdesk or an industry solution like IT Services. Once you have entered a license for a
106
particular module in the Management Console, you will then see all additional fields for
this module.
The Database Wizard has its own online help. You will find all of the fundamental
principles and an overview of all key functions set out in the Administrator manual.
Once you have installed the application server, you can then launch the Database Wizard
on the computer the application server is running on. This computer has to have access
to the database computer.
To do so, click Start on the Windows taskbar and click All Programs > CAS
genesisWorld > Database Wizard.
On each of the wizard's pages is an explanation of what you can do on this particular
page. The following explanations will provide more information about the different pages
of the wizard.
8.1.1
Multitenancy
Multitenancy means that you can access several databases (tenants) using the CAS
genesisWorld application server. You will need licenses for each database and for each
tenant.
Different users can be created on each database and each database can contain different
data.
Multitenancy allows you to run applications that are completely independent of each
other, for example, a CAS genesisWorld application for employees, one for suppliers and
partners, or one for customers.
8.1.2
Functions
When you start the database wizard, a page will open displaying a list of all the available
databases. On this page, you can activate all functions for databases.
New database: you have just purchased CAS genesisWorld and want to get started.
Or you would like to create a new database, see "New databases" on page 108.
Connect: click this button to connect CAS genesisWorld to another existing
database, see "Connecting a database" on page 108.
Disconnect: click this button to disconnect CAS genesisWorld from the selected
database.
Set default: one database is always set as the default database. If you only use one
database, then this is automatically set as the default database. When you launch the
Management Console, you will automatically log on to this default database.
107
If more than one database is available, these databases will be shown in a drop-down
list when you logon to the Management Console.
Rename: click this button to change the name of the selected database. This only
changes the name that appears in the Windows client logon window, not the actual
name of the database.
Update database: click this button to update an existing CAS genesisWorld database,
see "Updating databases" on page 108.
Expand: click this button if you already have a CAS genesisWorld database and would
like to expand it, for example, with new data record types from a partner solution, see
"Expanding databases" on page 109.
Adapt character set: by clicking that button, you can adapt the character set, see
"Adapting the character set", on page 109.
Updating the database

The database and the CAS genesisWorld application server must be compatible with each
other. If you have installed a new version, you can update the database using this
function.
Log on to the CAS genesisWorld application server using the administrator password. The
database wizard will then update your database to the new version.
Creating new databases

For more information, see "Database management systems" on page 13.
When working with a new database, log on to the Management Console using the user
name Administrator and leave the password field blank.
Connecting to databases
If you want to connect CAS genesisWorld to another database, click Connect and the
Accessing the database page opens. Select a database.
If you are using Microsoft SQL Server and the user name and password for the database
computer has been entered, you will then be able to select the available databases from
the Database name drop-down list.
108
Expanding the database

You can expand a database by creating additional fields (columns) using the
Management Console, or by adding extensions from a partner solution. The extensions
can be found in the script files.
When expanding the database, the system searches for script files in the "...\Common
Files\CAS-Software\DBWizard\SP" folder.
Running script files can have an impact on your data stock. You should ensure that you
have a current backup of your data stock as it now stands, so that in case of any
problems you can always return your system to its current status.
Customizing the collation

You can use the database wizard to change the currently used character set of the
database. In this way, you can convert, for example, to a Turkish character set and also
display the Turkish special characters correctly.
Additionally, you can activate Unicode, see "Unicode", on page 67.
8.2
Server Manager
The Server Manager controls the application server in areas such as data maintenance,
automatic updates and backups.
To start the Server Manager on the application server click Start > All Programs >
CAS genesisWorld > CAS genesisWorld Server Manager.
The Server Manager settings are saved each time any changes are made.
Online Help resources are available for the Server Manager, and a few key points are also
covered here in the Administrator manual.
Each activity is logged in the lower pane of the window and you can also monitor the
latest status.
109
Server registration tab

On this tab, you can select the account to be used for the CAS genesisWorld application
server, and then enter the corresponding user name and password.
You have defined the type of registration during installation, see "Registering the
application server", on page 21. The installation type can be changed here.
This tab also allows you to stop or start the Application server this is useful, for example,
before or after carrying out an update to the database.
Automatic operations tab

On this tab, you can also automatically set times for stopping and locking the Application
server, for example, for completing a daily backup.
Database tab
On the Database tab you can test the connection between the application server and the
CAS genesisWorld database and have this connection monitored. If, for example, a
Microsoft SQL server has been shut down unexpectedly, the CAS genesisWorld
application server must be shut down explicitly and restarted. Only then can Microsoft
SQL server be restarted and users can log on again.
If CAS genesisWorld clients spontaneously terminate during work, the connection to the
application server may be lost.
110
In such instances, you would normally receive a notification that the connection between
the client and the application server has disconnected, and to continue you will have to
re-start the client.
In the Server Manager, you check whether the application server is finished or could not
be activated. It could be that application server cannot connect to the database. To check
the connection you can use the Test database connection button.
Backup/Restore tab
Here you will find the database system functions for creating backups.
You can use the functions in the Server Manager's Back up/Restore tab to back up a
Microsoft SQL Server database.
Enter the folder for backing up and restoring the database. The computer on which
the database is installed must have write rights to the paths entered in this field.
Check the Daily database backup at checkbox to make sure that the database is backed
up every day.
Click Back up now to back up the database. In the process, any existing backups could
be overwritten if you do not change the file name.
Click Restore now to restore backed-up data. Before you back up or restore data, you
must shut down and lock the CAS genesisWorld application server.
E-mail/Messages tab
On this tab, you can determine which users and administrators are to receive automatic
e-mail messages every time an action is carried out by the Server Manager. You can
enter, for example, a shared address for all users and an address for the administrator.
Load balancing tab

With the automatic load balancing, the load of several CAS genesisWorld application
server is controlled.
8.2.1
How do you set up load balancing?
The following description gives you an example of how to set up load balancing. The
number of application servers you work with does not influence the architecture.
You deploy three application servers: you want users to work on two of the applications
servers; application server App1 has a higher performance than application server App2;
you want to use the third application server App3 for replication.
111
In order to set up the load balancing functions, please do the following:

Open the Server Manager of the application server App1 and change to the Load
Balancing tab.
Activate the Activate automatic load balancing option.
In the Application server area, enter the name of the application server App1 in the
corresponding field.
Click the Add button. The system will check whether the application server can be
accessed.
Add then the application server App2. The load is balanced between these two
applications servers.
At Measuring method, you can select how the system is to identify the load, for
example, by client logons.
Client logons measures the number of the logged on users.
Processor load refers to the load of the processor of this application server.
Memory load refers to the load of the main memory.
With the Coefficient, you can define how you want to measure the load. A value of 1,
for example, means that a client logon will be measured with a load of 1; a value of 5
means that a load of 5 will be accepted.
As the application server App1 has a higher performance and you define your current
settings for this application server. Define here a coefficient of 1.
Now open the Server Manager of the application server App2.
In the Load balancing tab, activate the Activate automatic load balancing option.
As measuring method, select Client logons.
Enter the value 5 as Coefficient.
This means that the accepted load is higher with each client logon. By defining a
higher coefficient, you make sure to create a lower processor load.
Now open the Server Manager of App3.
Make sure, that the Activate automatic load balancing option is not activated in the
Load balancing tab.
This application server is now not included in the load balancing process, but is only
used for replication functions.
Users should only log on to the application server App1. With your settings, you have
automatically distributed the logons between both application servers: thus, about 5
times more users will work on the application server with the higher performance than
on the application server with the lower performance.
112
If you deploy CAS genesisWorld with more than 100 users, you can also allow users to
log on to several application servers.
8.2.2
Effects of the load balancing feature
If you directly log on to the computer of an application server, the logon is not
automatically distributed to an application server. This means you force the logon to a
specific application server.
In the Server name field of the logon, the localhost entries, the IP address or the
computer name can be entered.
If you log on to the Managment Console, there is likewise no automatic logon
distribution to the application server.
You can put a colon directly in front of the server name to ensure that you are always
logged on to the selected server.
This may be important, for example, if one dedicated application server is used for
replication tasks and users must log on to this application server.
Services tab
You can manage WebServices and Java services for extensions on the Services tab.
The .NET Framework 3.5 Service Pack 1 component of Microsoft must be installed
before you start the WebService, see
www.microsoft.com/de-de/download/details.aspx?id=22.
This component is installed when installing the installation server if the framework
does not exist on the computer.
The WebServices and Java Services are needed for different extensions like
add-in for Microsoft Outlook for quick archiving, see the Microsoft Outlook
information in the online help pages for users,
SmartDesign Web client
Mobile sync,
Mobile CRM solutions
SmartSearch,
LDAP Server, and so on.
You will find more information on extensions in the relevant user guides, at
http://hilfe.cas.de.
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Administrator Manual Passwords in CAS genesisWorld
Automatic updates tab

CAS Software product updates are published on the Internet and can be automatically
downloaded, see "Automatic updates".
Passwords in CAS genesisWorld
The following table shows where passwords are required in CAS genesisWorld:
Database
User name
Password
More information
sa
with Microsoft
SQL Server
any,
but not empty
Databases are usually protected by means of a

username and password.
See also
Online Help Database Wizard
sa
with SQL Server
Express Edition
saMSDEdb2005
any personal
password, but
not empty
This is the default password that is issued with CAS

genesisWorld at installation. We strongly
recommend that you personalize this password as
soon as possible.
Application Server
Registering the application server requires a Windows user. In return, the Windows user
requires access to the document archive folders and also to the replication folders.
User name
Password
More information
any
any
During installation, you can register the CAS

genesisWorld application server using the
Interactive user or the Current user accounts.
This setting can be changed in the Server Manager.
See also
Administrator Manual
Online Help Server Manager
114
Administrator Manual Passwords in CAS genesisWorld
Management Console/Windows client

You will have to create all users in the Management Console. If a password has not been
set, users can logon without one and then create and set their own password.
You can also logon to CAS genesisWorld using your Windows Authentication, for more
information see the Online Help for the Management Console.
After the initial installation, you can log on using the access data we sent you.
User Administrator; leave password empty
You should set a password for the administrator as soon as possible.
115
10 Index
A
Access rights 83
Action service 75
Addresses 46
ADO 6, 13, 32
Application server 6, 11, 21, 27, 32
make available 111
available offline 99
B
Backing up
e-mails 104
Backup 103, 105
addresses 46
archive file 25
database 103, 105, 111
document archive 103
Backup database 109
Browser 12, 13
C
Calendar 94
Client/Server configuration 6, 10
COM 6, 28, 32
Component services 27, 32
Computer 6, 11
Configuration 6, 10
Client/Server 10
Creating users 42, 85
D
Data leaks 46
Data security 103
Database 6, 13, 105
backup 103, 105, 109
database access 24
database wizard 18, 106
installing 13, 23, 24
password 24, 105
sa 13, 24, 105
Database computer 108
Default account 102
Demo database 24, 108

Distributed configuration 34
Document archive
backup 103
Document Archive 25
Document Archive 25
Documents 25
E
E-mail 99
backing up 104
default account 102
IMAP 100, 101, 102
integration 99
mailbox 99
offline, online 99
POP3 100, 101
server 100
setting up an account 102
E-mail integration 100
Empty database 24, 108
External access rights 83, 93, 94
example 94, 98
group membership 87
personal 94
private 83
set 94
setting 86
through group membership 96
F
Full rights 83
G
Group 85
as participant 92
external access rights 87, 96
membership 85
H
Hardware 11
Hotfix 34
I
IIS 12, 13
IMAP 100, 101, 102
Installing clients 34
Interactive user 21, 109
L
Languages 20, 61, 67
Laptop 10
installation 21, 36
update mechanism 36
License 25, 46
multitenancy 107
Local folders 99, 104
M
Mailbox 99
Management Console 6, 18, 24, 41
password 24, 47, 108
Membership 85
Messages 109
Microsoft Exchange 101
Microsoft Internet Information Services
(IIS) 12, 13
Microsoft SQL Server 13, 23
Microsoft Word 26
mmc 28
MSI 39
Multi-user operation 10, 18
N
Network 10, 12
Notification service 99, 100
O
Operating system 13
P
Partial replication task 10
Password 6, 41, 114
application server 21
database 24, 105, 108
Management Console 24, 47, 108
sa 13, 24, 105
Performance 10, 79
Personal 94
POP3 100, 101
creating an account 102
Portal 12
backup 103
Print definitions 81
Private 83
Protocol 109
e-mail 100
Provider 101
Proxy 22
Public 49, 83, 84, 92
display format 49
navigator 49
R
Registration 49
Release notes 12
Restore now 109
Rights 42, 82, 97
data record 84, 92, 94, 96
data record type 82
detailed rights 90
external access rights 83, 93, 94
owner rights 83, 92, 94
Rules 75
S
Security
Internet 22
Select participant 84
Select participants 92
Server Manager 21, 103, 109
Setup directory 34
Single workstation installation 10
Software requirements 13
Software update 34
SQL Server Express Edition 13, 23, 24,
103, 109
T
TCP/IP 11
This user 21, 109
U
Update mechanism 18, 34
User sensitive 82
User sensitivity 84, 92
User-defined installation 20

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Administrator Manual Contents

Administrator Manual Contents

3.12.6 Setting up the update mechanism at a later time................................................ 40

Administrator Manual Contents

5.2 User rights ........................................................................................................................................ 91

Administrator Manual Before you start...

Before you start...

If you have any comments or questions, please contact us:

CAS genesisWorld architecture

Administrator Manual Before you start...

Administrator Manual Before you start...

Editions, modules and extensions

Using the Standard and Premium Editions simultaneously

Administrator Manual Before you start...

Premium Edition functions

The following functions are only available in the Premium Edition.

Administrator Manual Configuration and requirements

Configuration and requirements

Multiple users in a network

Administrator Manual Configuration and requirements

Hardware and software requirements

The CAS genesisWorld application server

Administrator Manual Configuration and requirements

Administrator Manual Configuration and requirements

Your network must support TCP/IP.

Microsoft SQL Server 2008, 2008 R2, 2012

CAS genesisWorld Web server

Microsoft Internet Information Services (IIS)

More databases on request

Apache HTTP Server on Windows

Internet Explorer version 8 (or later)

Database management systems

CAS genesisWorld requires a database system in order to function as all CAS

Administrator Manual Configuration and requirements

SQL Server Express Edition

Microsoft SQL Server

Administrator Manual Configuration and requirements

Administrator Manual Installing CAS genesisWorld

Installing CAS genesisWorld

Preparation for installation

Administrator Manual Installing CAS genesisWorld

Starting the installation process

Accept the license agreement.

Administrator Manual Installing CAS genesisWorld

What setup types are available?

CAS genesisWorld application server

Administrator Manual Installing CAS genesisWorld

CAS genesisWorld client

Administrator Manual Installing CAS genesisWorld

Select the language packages you want to install.

Administrator Manual Installing CAS genesisWorld

Selecting the target path

Registering the application server

Administrator Manual Installing CAS genesisWorld

Administrator Manual Installing CAS genesisWorld

Database management systems

Choosing the database system

Select Create a new database.

Administrator Manual Installing CAS genesisWorld

Installing Microsoft SQL Server Express Edition

Administrator Manual Installing CAS genesisWorld

The Document Archive

Administrator Manual Installing CAS genesisWorld