System setup and maintenance

The initial configuration is set during the installation of Synergetic at your organisation.

You can maintain system settings as your:

• organisation changes
• use of Synergetic is extended.

  Important note: Please contact Synergetic Management Systems if you are unsure about changing system settings to avoid causing unintended problems.

Because SynWeb and Synergetic share the same databases and many of the same settings, settings changed in Synergetic also apply to SynWeb. Use Synergetic to maintain the system configuration.

How to:

• Maintain the Synergetic configuration file. See Edit Synergetic Configuration File [Synergy.cfg] window.
• Maintain security permissions. See Maintaining security permissions.
• Maintain system messages. See Maintaining system messages.
• View the message log. See Viewing the message log.
• Run system reports. See Running system reports.
• Add new Crystal Reports to Synergetic. See Incorporating Crystal Reports into Synergetic.
• Maintain user forms and reports. See Using the User/Report Form Editor.
• Maintain the appearance of Synergetic. See Customising the appearance of Synergetic.
• Update labels on forms. See Renaming fields.
• Merge duplicate community records using the de-duplicator. See Merging duplicate community records.
• Maintain postal addresses and use the Rapid Addressing Tool (RAT). See Maintaining postal addresses.
• Maintain general school information. See Maintaining school settings.
• Maintain configuration files. See Maintaining configuration files.
• Maintain lookup tables. See Maintaining lookup tables.
• Setup and maintain lookup tables and configuration settings for:
  • General setup. See Maintaining general setup data.
  • Students and staff. See Maintaining setup data for students and staff.
  • Classes, attendance and assessment. See Maintaining setup data for classes, attendance and assessment.
  • Merit. See Maintaining merit setup data.
  • Development. See Maintaining development setup data.
  • Medical incidents. See Maintaining medical setup data.
  • Languages. See Maintaining languages setup data.
  • Objects. See Maintaining objects setup data.
  • User preferences. See Maintaining user preferences data.
  • Communication methods. See Maintaining communication methods.
  • External systems. See Maintaining external systems setup data.
  • DocMan. See Maintaining the DocMan service.

Last modified: 9/10/2013 4:31:20 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.