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Welcome to Agility

The placeholder for an introductory paragraph summarising what Agility Software is all about. Contents of documentation can be browsed via list categories available here:

Getting Started With Agility

Before the system can be operational, consideration should be given to a number of aspects so that the data files, which will be necessary for the running of the system, can be prepared.

The research and planning required typically needs to cover the following:

1. Logins, Menus, Equipment Register Templates
2. The types of work undertaken (Job Types)
3. The craft skills employed (Crafts)
4. The priorities to be implemented (Priorities)
5. Identification of any faults to be tracked (Faults)
6. Shift Patterns and Labor Cost Rates
7. The labor involved in maintenance work
8. Labor absences
9. Labor certificates
10. The Equipment Items involved (Equipment Register)
11. Work Order Status Codes

Coding Structures

As of the preparation for Agility, consideration should be given to the various coding structures to be used. In many areas of Agility the types and functionality of codes used are pre-defined, however in other areas the user can decide the type and content of codes to be used in order to maximize the functionality of the Software..

These “other” areas are as follows:-

1. Equipment Codes
2. Standard Jobs / Asset Standard Jobs Codes (PM Schedules)
3. Labor Resource Codes

For all files, information should be prepared and collated prior to entry into the system.

Good planning, management and care exercised through this phase will make a substantial contribution to efficient and trouble free running later on.

Logging into Agility

Access to the Agility database can be provided in a number of ways (Desk Top Icon, Favorites on Web Browser, and Icon on Intranet Site etc.). Either of these methods when activated will result in a Login Screen being displayed.

In order to gain access to the Agility system, a valid Login name and password should be entered. Without a Login name or Password you will not have access into the system.

Agility user accounts will need to be set up by the system administrator. The system administrator should provide you with your login details.

The Agility auto-login

If system has been configured to allow automatic logon, using Active Directory (AD), authentication will be attempted against User Accounts. Authentication will be successful if the AD details match with an Agility user name and the appropriate menu set will be displayed. If authentication fails the user will be presented with a standard login screen or alternatively a default menu set for those users where there is no User Account setup in Agility.

There are two ways to configure AD integration:

Based on role

Requirements

• web.config authentication is set to windows ( <authentication mode="Windows"> )
• system configuration settings application/AutoLoginUsingWindowsLogin , LDAPPath, ADUserName and ADPassword set to allow access Active Directory
• system parameter FastNet\Security\ActiveDirectorySettings\BasedOnRole is true
• system parameter FastNet\Security\ActiveDirectorySettings\AgilityRoleAttrName to "groups" or other AD user attribute

Agility will try to login using current AD user identity. It will read AD user attribute defined using "AgilityRoleAttrName". Depending of "AgilityRoleAttrName" , if it is not "groups" the attribute value will be used as template user name. If it is "groups" , all user AD groups names will be checked if any of them matches any user in Agility. If so the first one will be used as template user. If the template user can not be selected, login will be rejected and user will be redirected to login screen. If found template user, user with the name of AD user will be created or updated with template user data and user will be authorised.

Not based on role

Requirements

• web.config authentication is set to windows ( <authentication mode="Windows"> )
• system configuration settings application/AutoLoginUsingWindowsLogin , LDAPPath, ADUserName and ADPassword set to allow access Active Directory
• system parameter FastNet\Security\ActiveDirectorySettings\BasedOnRole is false

Agility will authentication AD user only when exists user in Agility with the same name. If not user will be redirected to login.

Login screen

If AD authentication fails because of above user is redirected to login screen. User and password wentered here will be validated against AD allowing login using different AD identity. System parameter FastNet\Security\ActiveDirectorySettings\DenyAgilityUsers controls if only AD users are allowed or also Agility users are used for authentication.

The Agility User Environment

Once a user has successfully logged into the Agility system, the main screen is displayed within the Internet Browser session.

This is the standard Agility environment, although this can be customized by the system administrator.

The menu is displayed in the left hand pane of the main window.

The Green Triangle at the bottom left of the screen indicates the state of the “Background Process”. This will be discussed later in relation to PPM Schedules.

Key Performance Indicators (KPIs) can be displayed in the right hand pane. These are used to report on system statistics such as work allocation or number of outstanding work orders. These can be used on a Manager’s screen to help quickly identify performance.

The user’s level of access to the system determines the menu options and KPIs available. User permissions are discussed later in this document.