Client Mapping

Client Mapping is the process of assigning users or whole groups of users to clients.

Large companies with largely independent branches or companies involved in providing services for different clients often need to create separate regions in the Valuemation database to keep the data for these clients separate. This allows the company to have one license on one hardware platform. For the technical maintenance, they have one installation of Valuemation.

The ability to support Clients allows a company to create several completely independent and separate regions within one Valuemation database. Each client then has its own data and configuration and can work independently of the other clients. Maintaining separate regions of data is an efficient and secure way of using one installation to provide services for different clients.

Certain users will carry out tasks for different clients at different points in time. A user can be mapped to several different clients, but will be active for one particular client at any specific point in time. The user must specify which the current client is when he starts Valuemation. The user simply selects one of the clients on logon, after that, he/she can work only with business objects in this part, completely isolated from the other clients and by no means can interfere with (or be distracted by) business objects that belong to other clients. A user who is mapped to only one client will be logged into Valuemation without having to specify that client.

NOTE: The division by clients affects only business and technical objects in the database. Other settings like existing catalogs, folders, general settings of Valuemation etc. are not affected because they are user-specific.

There are two possibilities which influence the way logon is carried out:

• The user is assigned to one client only

• The user is assigned to more clients

Client mapping on logon to Valuemation

• If the user is mapped to one client only, after logon, he/she proceeds directly to work in this client (region of the database).

• When the user is mapped to more clients, after logon, a dialog box is called up, prompting the user to select a client they want to work with in this session.

For information about working with Client Mapping see Clients and Client Mapping topics.