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Estate Manager

Estate Manager​

Slide 15

Estate Manager - Objectives and Exercises​

Objectives

At the end of this session, you will be able to:

  • Log on to the Estate Manager UI
  • Navigate to required screens, using the menus or search functions
  • Use selection screens to find data
  • View detailed data
  • Carry out simple configuration changes
  • Understand how to use the interactive help pages

Practical Exercises

  • Exercise 1 - Estate Manager Logon and Navigation
  • Exercise 2 - Estate Manager Simple Configuration

Estate Manager - Topics​

  • Estate Manager User Interface
  • Overview of Estate Manager Functions - Configuration, Operations, Integration and Data Management, Reporting, System Administration and Monitoring

Estate Manager - User Interface​

Estate Manager Home Screen

Exercise 1 - Estate Manager Logon and Navigation​

  1. Open the Estate Manager UI in Chrome or Firefox using the provided URL (case sensitive)
  2. Log in using the data provided for you: User ID - see separate Document; Password - see separate Document; Device - estateManager.enactor (default, do not change)
  3. You should now be logged in to the Estate Manager.

  4. Navigate to:

    Configuration > Merchandise > Products
    Estate Manager navigation path: Configuration > Merchandise > Products
    Operations > Cash Management > Terminal Cash Management > Cash Management History
    Estate Manager navigation path: Operations > Cash Management > Terminal Cash Management > Cash Management History
    Operations > Retail Transaction Archive
    Estate Manager navigation path: Operations > Retail Transaction Archive
    Administration > Data Management > Imports > File Import
    Estate Manager navigation path: Administration > Data Management > Imports > File Import
  5. Discussion: What effect has this had on the main menu page?

Exercise 2 - Estate Manager Simple Configuration​

  1. Navigate to User maintenance:
    Configuration > HR > Users

    Estate Manager navigation path: Configuration > HR > Users
  2. Find the user record for your user (e.g. TRAIN1)
  3. View the User details using the view icon (binoculars)

  4. Select Back to return to the User list page.

    Estate Manager User Maintenance screen showing the filter panel and the TRAIN1 user record in the result list
  5. Copy your TRAINx User using the copy icon (2 overlapping document icons)
  6. Enter a new User ID using your first initial and last name - e.g. JBLOGGS
  7. Select Create

  8. Enter: Display Name - Your given name and initial - e.g. Joe B; Surname - Your surname; Forename - Your given name

    User Maintenance General tab for new user JBLOGGS with Display Name 'Joe B', Surname 'Bloggs' and Forename 'Joe'
  9. Review the other tabs but do not make further changes.
  10. Save the new user

  11. Set the user's password

    Change Password screen for User ID JBLOGGS with New Password and Re-enter New Password fields
  12. Log out and try logging back on with the new user's credentials.
  13. Discussion: What has happened to the main menu page?

Further Reading​

For additional information and further reading on signing onto Estate Manager, please see the following guide:

DocumentDescription
How to: Navigate Estate ManagerNavigating the Enactor Estate Manager application