Introduction
Welcome to SuperViewer!
SuperViewer expands the reach, use, and value of the corporate secretary’s knowledge base within Secretariat.
- Make Secretariat information available to web-based users in business units and groups such as tax, risk, accounting, finance, and treasury, and to authorized users outside counsel and committee members.
- Reduce burden on the corporate secretary group. The self-serve environment lets users access current and historical information on-demand at their convenience.
- Access both historical and current data without the need to prepare static reports.
- Approve changes before releasing information. A special “Lock” feature prevents publishing changes to SuperViewer prior to management approval.
Real-time Information On-demand
Retrieve live information from Secretariat without risk of outdated report data.
Browser Access
Use any browser to get the information you need.
Notification of Changes
Initiate requests to designated administrators for entity or people changes from people in the field, and help maintain data integrity.
Security
Limit access so that the right people get access to the right data at the right time. Secure log-in ensures access to only pre-approved users.
Overview
SuperViewer is a browser-based program that allows authorized users easy access to data tracked through Mitratech’s Secretariat program.
The information available in SuperViewer is read-only; all edits and additions are done from within Secretariat. Use your browser’s back and forward buttons to navigate through pages that have been opened during the current session. Navigation links also are provided on each page.
Entities
The Entity Information page of SuperViewer provides reports on companies and committees that are being tracked by Secretariat. See page 19 for more information.
People
The Person Information page of SuperViewer provides a data sheet on people that are being tracked by Secretariat. The information available on this data sheet is established by the System Administrator. See page 20 for more information.
Several actions will cause new popup windows to appear. If you are using a popup blocker, this blocker could hinder the use of SuperViewer.
System Administration
The System Administrator functions within SuperViewer are minimal, dealing mainly with the SuperViewer home page appearance and the information that is available in the entity and people data sheet reports. Security and access issues are maintained in the System Administrator program. Be aware that view profile and security attribute settings do not apply in SuperViewer.
SuperViewer uses Java scripting. If scripting has been disabled in a user’s Web browser, they will be unable to open SuperViewer.
First, verify with your company’s IT department that enabling scripting will not interfere with security protocol. To enable scripting, launch the user’s browser, click the Tools menu, and select the Internet Options menu command. On the Security tab, click the Custom Level button. Scroll down to Scripting | Active scripting and select Enable. It is recommended that the Prompt option not be used because the user will be required to confirm scripting permissions for every page in SuperViewer.
User Modes
If SuperViewer is configured to use single user mode (open site), no login page will appear. Otherwise, it will be necessary to create user IDs to login to SuperViewer.
Configuration Settings
System Administrator functions are accessed by clicking the Admin link on the SuperViewer home page. Only users with system administrator security rights will be able to access this area.
Reports
Default Reports
The default reports for SuperViewer were developed specifically for SuperViewer using HyperText Markup Language (HTML). These reports are not configurable or customizable but were intended to mimic the data displayed in the following Secretariat standard reports:
- Entity Reports – The SuperViewer administrator can enable/disable any of these default reports:
- Data Sheet – Similar to the Corporate Data Sheet report, the SuperViewer administrator can enable/disable sections for the data sheet.
- Positions – Similar to the Positions by Entity report. No options exist for this report; however, the user can choose to display current records as of today, all records, or records using an effective date (date range filter).
- Subsidiaries – Similar to the Subsidiaries and Affiliates report. No options exist for this report.
- Documents – Lists documents available for the selected entity with a link to each document. No options exist for this report; however, a Secretariat user can exclude certain documents from this report.
- Registrations – Similar to the Registrations by Entity report. No options exist for this report.
- People Reports – One data sheet is displayed for each selected person. The SuperViewer administrator can enable/disable various sections for this data sheet.
Secretariat Standard Reports
The SuperViewer administrator has the option of enabling some of the Secretariat standard reports to appear on the SuperViewer home page or Entity Information page. The category assigned to the report determines the area in SuperViewer where the report can be made available.
Currently, only those reports categorized in Secretariat as “General” or “Entities” can appear in SuperViewer (reports categorized as “People” cannot be run from SuperViewer). In addition, any standard report that prompts for parameters beyond the entity name cannot be run in SuperViewer, and no reports created in Analysis Center can be run in SuperViewer.
Although a Secretariat report administrator can change the default category for a standard report, caution is recommended.
General Reports
The following “General” standard reports in Secretariat can be run from the SuperViewer home page:
Agent List – This report lists all agents in every jurisdiction.
Entities Reports
The following “Entities” standard reports in Secretariat can be run from the Entity Information page:
Corporate Data Sheet – This report is an overview of all information associated with an entity as of a specified date.
Directors/Officers Report – This report lists detailed information about the directors, officers, and other position types for an entity.
Entity History Report – This report chronologically lists historical events for an entity.
Entity List Report – This report lists all entities and their statuses.
Entity Name Report – This report lists all entities, former names, DBAs, and/or alternate names.
Entity Narratives Report – This report lists records containing narrative text on the Notes/History tab for an entity.
Entity Overview – This report shows summary information for an entity.
Equity Transaction Ledger Report – This report provides detailed information from the Securities Equity Transaction Ledger subtab of an entity.
Positions by Entity – This report lists all positions associated with selected entities as of a specified date. Effective and elected dates are shown.
Registrations by Entity – This report lists all incorporation, qualification, etc., records for selected entities.
Securities Ownership Report – This report is an overview of all securities information for an entity or entities as of a specified date.
Subsidiaries and Affiliates Report – This report lists all entities, including jurisdiction of formation, purpose of business, parent entities, and federal ID number.
Subsidiary Hierarchy Report – This report lists subsidiary records for an entity, including ownership percentage and basic information about each subsidiary.
Custom Crystal Reports
SuperViewer includes the ability to run server-side Crystal Reports using either i-net Clear Reports (formerly Crystal-Clear) or SAP Business Objects Business Intelligence Platform. Installation of the necessary files is included in the SuperViewer installation program.
SAP Business Objects Business Intelligence Platform Reports
Suite includes an integration with Business Objects for running Crystal Reports. When this premium feature is implemented, your company will be able to run all standard and custom Crystal Reports using SAP Business Objects Business Intelligence Platform.
i-net Clear Reports
In order to use the server-side reports, a licensed copy of i-net Clear Reports must first be purchased from i-net Software (www.inetsoftware.com). It is not necessary to install the program. Instructions for registering the product with i-net will be sent via e-mail. You will need to include the IP address of the application server where Suite is installed.
After completing the registration procedure, you will receive a product key code. See the “Configuring i-net Crystal Reports” section in the “Configuring Third-Party Applications” chapter of the Suite Installation Guide for instructions on entering the license key and configuring i-net Clear Reports. The next step is to import the templates. See the Suite Manager Administrator Guide for more information.
User ID Lockout
All programs that access the Suite database can be configured to lock out users after a specified number of failed logon attempts. Lockout also can be used to deny access to the program without deleting the user ID. To implement the lockout option, open Suite Manager, click on the Security Settings icon, enter the maximum number of logon attempts to allow in the Automatically lockout user after text box, then click Save.
To restore logon privileges to a user who has been locked out, launch Suite Manager, click the Users/Groups
icon, highlight the user’s name and click Edit. Clear the Locked Out checkbox on the Edit User dialog box. See the Suite Manager Administrator Guide for more information.