PROCEDURE

WI for requests to modify BBj accounts or operator codes.

IMPORTANT: Due to the sensitive of the data processed by BBj, requests to modify access follow the same approval process as BBj Account Creations (Reference KB00001932)

REQUIREMENTS

• Password State > Domain\Service Accounts > CentrexIT Adstra AD Account (IMPORTANT: Operator code is in the notes!)
• Screen Connect/N-Central > IT-WORKSTATION
• An assigned Buddy to clone.
• Verify Belardi Wong users have an Adstra Domain Account

1. Depending on the use case, the following authorizes cIT to proceed to the Steps Section
2. Manager Requests: If a manager submits a cIT ticket. (Reference, KB_FOR_VERIFYING_MGR_N_TEAMS)
3. Employee Requests: Only with a documented email from the Employee’s manager in the Pzzle/DS ticket. (Reference, KB_FOR_VERIFYING_MGR_N_TEAMS)
4. Note: Until WI for verifying Manager approval, reach out to the Executive POC to determine End-User’s manager.
5. The following information:
6. Job Function:
7. A “Buddy” to mirror BBj access
8. Office location (for report print capabilities)
9. Does he require AE codes?
10. If so, email aecodes@adstradata.com after adding other requested App Codes
11. TIPS:
12. If you get stuck at a CREATING SORT FILE message
13. CTRL+C

STEPS

IMPORTANT**: Pay close attention to capitalization! If you get lost or steps don’t match up enter in LOF at any prompt. If you get any error message contact Basis for support.**

1. Log into the cIT IT-WORKSTATION (Reference Requirements Section)
2. For Belardi Wong users, verify they have an AD account on Adstra’s Domain under alc.com > Belardi Wong > Users (Reference KB00001743 for creating Adstra accounts)
3. Open Adstra Production on the \Desktop
4. Enter the Operator Code (Note: Must be in all caps, you will not see what you are typing, and reference Requirements Section for the code)
5. Enter in: S3
6. Enter in the number for Operator Code Records (OXXX), verify it is: 5
7. Look at the top of the screen, enter in number for REPORT, verify it is: 5
8. DEFINITE NEW REPORT/INQUIRY (Y/N): N
9. DISPLAY DEFINED REPORTS OR INQUIRIES: Y
10. CONTINUE DISPLAY: N
11. Hit Enter if you see ‘CR’ = SELECT REPORT D=DELETE REPORT
12. WARNING: Never enter in D.
13. Enter in 06 after confirming, R03206 CCNVZ  032  OPERATOR CODE BY NAME at the top of the screen
15. LOGICAL RETRIEVAL REQUIRED (Y/N): N
16. HARD COPY (Y/N): N
17. KEY RANGE SELECT (Y/N): N
18. Hit Enter to cycle through the list to verify the following:
19. NOTE: Use the commands at the bottom of the screen to navigate back and forth
20. Verify requested End-User has an account.
21. If they don’t reference KB00001932.
22. Notate the End-User’s Operator Code.
23. Find the assigned Buddy and notate the following:
24. OPERATOR CODE
25. FUNC GROUP CODE
26. HOME SELECTOR
27. Press F4
28. Press F4, again
29. Enter in: LOF
30. Open two new BBj sessions (view side-by-side)
31. On the first (End-User):
32. Login like Step 4.
33. Enter in: S3
34. Enter in the number for Operator Code Records (OXXX), verify it is: 5
35. Look at the top of the screen, enter in number for CHANGE, verify it is: 2
36. Enter in the End-User’s Operator Code noted in 16.b.ii
37. On the second (Buddy):
38. Login like Step 4.
39. Enter in: S3
40. Enter in the number for Operator Code Records (OXXX), verify it is: 5
41. Look at the top of the screen, enter in number for CHANGE, verify it is: 4
42. Enter in the Buddy’s Operator Code noted in 16.c.i
43. On the End-User screen follow the commands at the bottom of the screen to mirror the Buddy’s access
44. Please F4 until you can enter in LOF on both screens.

REFERENCES

KB00001932 - Adstra/Belardi Wong - BBj Access and Account Creation

KB00001743 - Adstra/Belardi Wong - Onboarding Instructions