Menus and Toolbar - There are standard File and Help menus at the top of selection windows.

Use options on the File menu or the icons below it to carry out the following actions.

• New  - Click to open the Define Stratum.Viewer Data Source window and define the Stratum.Viewer database (the data source) for use with your Stratum.Connector for Viewer implementation. Once you have configured a Stratum.Viewer database to Stratum.Connector for Viewer, certain types of updates and actions will be carried out with each process of the Analysis Services database. Those actions include registering the Analysis Services database in Stratum.Viewer, batch processing of Stratum.Viewer dynamic user lists, and updating Stratum.Viewer roles in the Analysis Services database. See also Introduction to Types of Processes. The New icon will be grayed out once you define a database.

• Edit - Click when you edit information about the Stratum.Viewer database that has been defined as the data source. For example, if the location (SQL Server server) for it has changed. The Edit icon opens the Define Stratum.Viewer Data Source window.  

• Save - Click to save changes made to the user list properties in the window.

• Delete  - Click to delete the currently defined connection properties between Stratum.Connector for Viewer and the Stratum.Viewer database. You will be prompted to confirm the deletion. This task does not delete the database, but it does remove all Stratum.Connector for Viewer properties required for it to connect to and update the database.  

• Exit - Click to close the window.

Use options on the Help menu to access the help file or version information about Stratum.Connector for Viewer.

Stratum.Viewer Server and Database - This section displays the name of the SQL Server server where your Stratum.Viewer database resides and the name of the database. The section is populated with that information once you define the Stratum.Viewer database. You can click the name and then an icon at the top of the window to carry out certain tasks, such as an Edit or Delete.

Properties - The properties in this section are used to control whether or not Stratum.Planner user lists will be available in Stratum.Viewer.

• Process User Lists - Select this checkbox if you want the user lists to be available in Stratum.Viewer. Lists will be migrated into Stratum.Viewer when the Analysis Services database is processed by Stratum.Connector for Viewer. When additional database processes occur in the future, after the initial migration, Stratum.Connector for Viewer will check for and migrate any new Stratum.Planner user lists. The application also continues to migrate all attributes for previously migrated lists. This means attribute changes made in Stratum.Planner will be reflected in the lists when they are used in Stratum.Viewer. Attributes that are migrated include members and user list properties such as description and their global or personal type. Stratum.Connector for Viewer also checks that lists meet the following condition. This check makes sure lists will function in Stratum.Viewer. The condition is:

• The Owner ID associated with the user lists in Stratum.Planner is a valid User ID in Stratum.Viewer.

• Maintain In Viewer - This checkbox is available for use only when the Process User Lists checkbox has been selected. Otherwise, the checkbox is grayed out and inactive. If Maintain in Viewer is selected, after the initial migration, these user lists will no longer be updated by Stratum.Connector for Viewer. They can only be maintained via Stratum.Viewer.