Welcome to the Traverse Online Administrator Guide

Traverse Administrator Guide

The Administrator’s Guide provides information about customizing, setting up, and maintaining your Traverse® system. Use the menu at the top of the page, or use the links below for more information on these applications:

• About Server Manager introduces you to the Server Manager.
• Server Manager Installation covers the system requirements for Traverse Server Manager as well as the required steps for installing Traverse Server Manager.
• Database Setup describes the required steps for setting up the System Database (SYS) and the Payroll (ST) Database.
• The Databases topic covers the database creation (including the ST database) and maintenance functions such as how to add a new company database, copy data from an existing company database, and backup of a database. It also includes the steps for viewing database properties, attaching, detaching, deleting, and restoring databases, adding and removing applications from a database, and generating scripts from the objects within an existing database. Instructions for adding payroll years to company databases are also included in this section.
• Login & Security describes how to create logins, change login properties, and how to delete a login. This chapter also covers how to copy security information from one company to another as well as how to define group and user access to Traverse data and the functionality groups and users will have within the system. Steps for defining permissions for groups and users within specific databases are also included.
• Install the Traverse Client describes the steps required to set up a Traverse desktop client.
• Updates covers the required steps for performing Traverse maintenance updates and for updating Product IDs.
• Introduction to the Traverse Design Studio introduces you to the Traverse Design Studio, a set of tools that allows you to make many kinds of customizations to your Traverse applications.
• Point of Sale Installation and Configuration guides you in the setup and configuration of the Point of Sale application.
• Global Search helps you initialize and configure the catalogs that are the basis for the Global Search functionality, as well as how to utilize the search.
• ACA Health Care Maintenance helps you configure the Health Care Maintenance functions.

Customer Support:

Open Systems Adaptable Solutions has a strong commitment to customer services and product quality. If you need help using any OSAS product, you can consult the Traverse Help system by pressing F1. If you need additional information and are a current subscriber to the Traverse customer support program, consult your customer support representative.