Well Seeker X: Local Login Guide

1.0 – Introduction

Historically, users could access Well Seeker without logging in, except when using a server database. The Innova Web Portal now includes options that allow organizations to enable local database user access for their version of Well Seeker X. When the Local Login feature is enabled, all users must provide valid credentials to access the software and its full suite of internet-dependent tools and features. Without login credentials, users will be unable to access any part of the software.

In addition to safeguarding access to Well Seeker X behind a login, the organization can also enable/disable:

• Server database access

• Real time data exchange dialog access

• Remote data fetch dialog access

• Data sync pull feature

• Data sync push feature

When using the local login feature, Well Seeker X will also honor the well / operator access assigned to the user and role. Most notably this impacts the remote data fetch dialog, where the local user will now be limited to what wells they can access based on their permissions setup.

The below guide details the setup of this feature within the Innova Web Portal and highlights the impact this has on the Well Seeker X users within the organization.

2.0 – Setup – Innova Web Portal

In order to setup and maintain the Local Login feature for an organization, a user with Admin permissions and access to the User Management feature is required.

Once the Local Login feature is enabled, all users in the organization will be required to enter valid login credentials the next time they open Well Seeker X. Therefore, it is advised to setup all user credentials in the User Management system and issue these credentials to the users, prior to enabling the Local Login feature.

2.1 – Creating Roles for Local Database Users

This section requires the user to be familiar with the Innova Web Portal User Management feature. For details on this see the 19.0 - User Management section of the Web Portal Manual.

The following Well Seeker only features can now be assigned to a role. These features will only take effect if the Local Login feature is turned on:

• Disable Data Exchange: Selecting this option will prevent a Well Seeker X user being able to open the Real Time Data Exchange dialog. When attempting to open the dialog the user will receive the below warning.

• Disable Data Fetch: Selecting this option will prevent a Well Seeker X user being able to open the Remote Data Fetch dialog. When attempting to open the dialog the user will receive the below warning.

• Disable Data Sync Pull: Selecting this option will allow the user to push data from the local database to the server database, but will prevent data automatically pulling from the server database to the local database via the data sync feature. The data sync status will appear as below when the data sync is in online mode.

• Disable Data Sync Push: Selecting this option will allow data to pull from the server database to the local database, but will prevent the user automatically pushing data from the local database to the server database via the data sync feature. The data sync status will appear as below when the data sync is in online mode.

• Disable Server Access: Selecting this option will prevent a Well Seeker X user from opening the Server Login dialog. When attempting to open the dialog the user will receive the below warning.

Below are two field user and one office support staff role setup suggestions; however, these are not exhaustive and organizations may adjust these as required. The two field roles allow users within an organization to either continue using the Real Time Data Exchange, or use the Data Sync method of data transmission between local and server databases. It also provides the tools for a phased transition from one data transmission method to the other, by assigning different users to different roles as required.

1. Field Engineer WSX Data Sync Off

Allows user access to the standard Real Time Data Exchange and Remote Data Fetch dialogs, whilst restricting access to the Server Login dialog and disabling the Data Sync push and pull features.

1. Field Engineer WSX Data Sync On

Allows user access to the Remote Data Fetch dialog and enabling the Data Sync push and pull features, whilst restricting access to the Real Time Data Exchange and Server Login dialogs.

1. Office Support Personnel WSX Data Sync Pull On Push Off

Allows user access to the Remote Data Fetch and Server Login dialogs and enables the Data Sync pull feature, whilst disabling the Data Sync push feature and restricting access to the Real Time Data Exchange dialog. This allows local database updates from the server, but with no ability to push data back to the server when QCing / troubleshooting data. If any data changes are required, the user can then log on to the server database and make them.

2.2 – Create Users and Assign a Role

Existing users may have access to various features based upon their current login credentials. However, all local only database users (e.g., field personnel) still require to have a user created for them and a role assigned.

For details of creating a new user see the 19.1.1 - Adding a New User section of the Web Portal Manual.

2.3 – Enabling the Local Login Feature

Once all users have login credentials assigned the Local Login feature can be enabled.

To enable the Local Login feature select the Main Menu > Database Admin Tools > Well Seeker Settings.

Select the check box for Local login required and select Apply.

Upon next opening Well Seeker X, all users will now be prompted for login credentials.

To turn off the Local Login feature, simply uncheck the check box for Local login required and select Apply.

Note, for any of the Role level Data Sync settings to function, data sync must be set up correctly within the Well Seeker Settings dialog. For details on data sync setup see the Data Synchronization Feature Update document.

3.0 – Well Seeker X Local Login Process

If the Local Login feature has been enabled the following will be true.

• Well Seeker X will open and immediately require valid login credentials

• If valid login credentials are entered, the user can continue to use Well Seeker X with the feature permissions assigned to their user’s role

Once a user has been authenticated, no login dialog will be shown when logging on to the server database. However, if the Disable Server Access feature is enabled, the user will not be able to logon to the server database.

• If invalid login credentials are entered, the below warning will display. When the user selects OK, Well Seeker X will close.

As has always been the case, when no internet connection is available, Well Seeker X will not require a local user login, but none of the internet dependant features will be available either e.g., remote data fetch, data sync, etc.