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| − | <small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] >[[Administration|Administration]] > MESWeb Central</small><br/> [[File:42Q Logo.jpg|RTENOTITLE]] | + | <small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] >[[Administration|Administration]] > MESWeb Central</small><br/> [[File:42Q Logo.jpg|RTENOTITLE]] |
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| | <center>'''MESWeb'''</center> <center>'''''MESWeb Central'''''</center> <center>'''''Version MES15 Portal 1.0'''''</center> <center>'''''Work Instruction'''''</center> | | <center>'''MESWeb'''</center> <center>'''''MESWeb Central'''''</center> <center>'''''Version MES15 Portal 1.0'''''</center> <center>'''''Work Instruction'''''</center> |
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| | <center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center> | | <center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center> |
| | ''This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'' | | ''This edition applies to MES15 Portal 1.0 Application and all subsequent releases and modifications until otherwise indicated in new revisions.'' |
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| − | == Introduction ==
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| − | <div style="color:#000000;margin-left:0.2701in;margin-right:0in;">MESWeb is a powerful business intelligence application designed from the ground up to simplify reporting from manufacturing execution systems, and empower end users with a streamlined and full-featured web interface. The application includes an ad hoc report design tool that allows users to easily build their own reports and modify existing ones with little to no training. Also, create rich, customized reports from heterogeneous data sources.</div>
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| − | <div style="margin-left:0.2701in;margin-right:0in;"><span style="color:#000000;">Decentralized custom reports, redundant data, lack of </span>pop up<span style="color:#000000;">al security controls, and convoluted development requirements are problems faced by all 42Q s, and MESWeb has been designed to resolve these issues while maximizing usability and performance.</span></div>
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| − | <div style="margin-left:0.2701in;margin-right:0in;">The purpose of this application is to manage the permissions for every report in our MES Web application. It provides 42Q’s with an easy mechanism for managing users, roles, applications, services and the relations among them.</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;"></div># <div style="margin-left:0.5in;margin-right:0in;">'''Administration'''</div>
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| − | There are 2 types of roles in MESWeb, the first type grants certain permissions to user in the Central module and those are:* <div style="margin-left:0.5in;margin-right:0in;">'''Administrator''': user with this role has full permissions to all locations in Central module.</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">'''Security Manager''': can grant access all kind of permissions except “Administrator” to other users and himself, including roles and reports.</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">'''Report Manager''': this role has all permission in the Report Module but just for the specific Location assigned. (Create, edit, copy, publish reports)</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">'''Data Source Manager''': this role has all permission in the Data source module but just for the specific Location assigned. (Create, edit, delete data sources)</div>
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| − | The following roles will only take effect on the report execution:* <div style="margin-left:0.5in;margin-right:0in;">'''All MESR Customers''': this role allows the user to see all customers of a specific location.</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">'''All data sources''': this role allow user to see all data sources of a specific location.</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">'''All Reports''': this role allows the user to see and execute all reports available in a specific location.</div>
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| − | <div style="color:#000000;"></div>
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| − | <div style="color:#000000;">This section will cover how to navigate and execute all location, data source and custom reports activities. With this portlet, the user can add, edit or delete locations, servers, data sources, and data source types. The user can also access report group maintenance to perform searches, create, edit or delete report groups and add s to report groups. Report maintenance also allows the user to create, edit, or delete reports. The user can also publish/unpublished reports. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To access MESWeb, navigate to '''Administration > MESWeb Central'''.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select the Administration icon located on the MESWeb Central Main page.</div>
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| − | '''Figure 1: MESWeb Central Administration'''
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| − | [[Image:image47.jpg.png|top]]
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| − | # <div style="color:#0000ff;margin-left:0.5in;margin-right:0in;">Upon selecting the Administration icon, four additional icons become available: Locations, Data Sources, Reports, and Report Groups.</div>
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| − | <div style="color:#0000ff;"></div>
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| − | '''Figure 2: Administration Functions'''
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| − | [[Image:image122.jpg.png|top]]
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| − | # <div style="color:#0000ff;margin-left:0.5in;margin-right:0in;">Once an icon is selected, it is placed in a tab at the top of the Administration Page. The user can navigate between icons by placing them in tabs that can be easily accessed. </div>
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| − | '''Figure 3: Functions in Tabs'''
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| − | [[Image:image143.jpg.png|top]]
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| − | #
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| − | ## <div style="margin-left:1in;margin-right:0in;">'''''Locations'''''</div>
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| − | '''Definition''': Location is a specific site or plant.
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| − | This function allows Administrators to add, edit, or delete locations. Also located in this module is the ability to add, edit, or delete location.
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Filter Locations'''''</div>
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| − | The filtering option located in the Locations tab allows the Administrator to search for specific locations based on their name and/or domain. The list displays empty and the user need to search to load the data in the page.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To filter the list, enter the location name and/or select the domain from the drop down box provided. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Search '''to filter the name list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Clear '''to clear entries.</div>
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| − | '''Figure 4: Filter Locations'''
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| − | [[Image:image123.jpg.png|top]]
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Add Location'''''</div>
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| − | This function allows the Administrator to add a location based on the name, server, domain, time zone, and culture of the location.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a location, select '''Add '''located above the name list in the Locations tab.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Enter the location '''Name''', '''Server''',''' Domain''',''' Time Zone''', and''' Culture'''. All fields are mandatory.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save '''to confirm or '''Cancel '''to exit.</div>
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| − | '''Figure 5: Add Location'''
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| − | [[Image:image84.jpg.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">After all information has been entered and saved, the new location will be placed in the name list on the main screen of the Locations tab.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">After creating the location, a report group (Default Reports) is created (for this created location) and all predefined reports are assigned to this report group.</div>
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Edit Location'''''</div>
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| − | This function allows the Administrator to edit any location’s name, server, domain, time zone, and/or culture.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a location, select the desired location from the name list and then select '''Edit'''.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Location Detail pop up displays. All fields are available to edit. After changing the desired information, select '''Save '''to confirm.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − | <div style="margin-left:0.5in;margin-right:0in;"></div>
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| − | '''Figure 6: Edit Location'''
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| − | [[Image:image168.jpg.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The changes to the location will appear in the name list on the main screen of the Locations tab.</div>
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Delete Location'''''</div>
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| − | This function allows the Administrator to delete a location from the Location Name list.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a location from the location name list, select the desired location and then select '''Delete'''. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation prompt will display. Select '''Yes '''to confirm deletion or '''No '''to cancel.</div>
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| − | '''Figure 7: Delete Location'''
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| − | [[Image:image50.jpg.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The location will be removed from the name list on the main screen of the Locations tab.</div>
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| − | <u>'''NOTE</u>:''' It is not allowed to delete a location if data sources, report groups, reports or user permissions are created for this location.
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Server'''''</div>
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| − | '''Definition''': Server is where the MESWeb Execution application is installed.
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| − | The Server function located in the Locations tab allows the administrator user to add, edit or delete the servers that will be available for all locations.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To access the server function, select the '''Server '''icon located on the right of the main screen under the Locations tab.</div>
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| − | '''Figure 8: Server'''
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| − | [[Image:image144.jpg.png|top]]
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| − | A server list displays containing all previously created servers listed numerically and alphabetically. From this screen, the Administrator can add, edit or delete a server.
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| − | '''Figure 9: Server List'''
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| − | [[Image:image179.jpg.png|top]]
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| − | #### <div style="margin-left:2in;margin-right:0in;">'''Add Server Name'''</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a server, select '''Add '''located above the server name list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Server Detail pop up displays. Enter a name for the server and select '''Save'''.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Once the server name has been entered and saved, the created server will appear in the server list. </div>
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| − | '''Figure 10: Add a Server Name'''
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| − | [[Image:image101.jpg.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a server name, select the desired server name from the server list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Edit '''located above the server name list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Server Detail pop up displays. After editing the server name, select '''Save '''to confirm.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − | '''Figure 11: Edit Server'''
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| − | [[Image:image71.jpg.png|top]]
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| − | #### <div style="margin-left:2in;margin-right:0in;">'''Delete Server Name'''</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a server name, select the server name from the server list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Delete '''located above the server name list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation message displays. Select '''Yes '''to confirm or '''No '''to exit.</div>
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| − | '''Figure 12: Delete Server Name'''
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| − | [[Image:image138.jpg.png|top]]
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| − | <u>'''NOTE</u>:''' If the server has any location assigned, it not will be allowed delete the server.
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| − | ## <div style="margin-left:1in;margin-right:0in;">'''''Data Sources'''''</div>
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| − | '''Definition:''' a given name to a database for a specific location. The reports will query data inside this database.
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| − | This function allows Administrators to add, edit, or delete data sources. Also located in this module is the ability to add, edit, or data source types.
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| − | '''Figure 13: Data Source List'''
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| − | [[Image:image162.jpg.png|top]]
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Filter Data Sources'''''</div>
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| − | The filtering option located in the Data Sources tab allows the Administrator to search for specific data sources based on their location and/or name.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To filter the Data Source list, select the locations from the drop down box provided and/or enter the data source name.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Search '''to filter the Data Source list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Clear '''to clear entries.</div>
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| − | '''Figure 14: Filter Data Sources'''
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| − | [[Image:image174.jpg.png|top]]
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Add Data Sources'''''</div>
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| − | This function allows the Administrator to add a data source based on the name, description, location, database type, and connection parameters associated to the database type.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a data source, select '''Add '''located above the Data Source list in the Data Sources tab. The details pop up displays.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Enter the data source '''Name''', '''Description''',''' Location''',''' '''and the''' Database Type '''into the details pop up. All fields except the description field are mandatory.</div>
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| − | '''Figure 15: Add Data Source'''
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| − | [[Image:image121.jpg.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Depending on the database type ('''Database Type''' field), a subsequent '''Connection Parameters''' pop up displays below the details pop up. The information required in this pop up is dependent upon the Database Type selected. Enter the required information in to the Connection Parameters pop up.</div>
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| − | '''Figure 16: Select Database Type'''
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| − | [[Image:image65.jpg.png|top]]
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| − | '''Figure 17: Conection Parameter'''
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| − | [[Image:image75.jpg.png|top]]
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| − | Add a DataSource in Central is easy. The user just needs to follow the steps.# <div style="margin-left:0.5in;margin-right:0in;">'''Log in Portal''' -> '''Go to Administration''' -> '''Select MesWeb Central''' ->''' Select Data Sources''' -> '''Click Add button.'''</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Fill out '''Name''', '''Description''', '''Location''' and '''Database Type'''.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Database Types available are: '''MySQL''', '''Oracle''', '''Pervasive''',''' Postgres SQL''',''' SQL Server, '''according with the Database Type Selected. The screen will show the fields that the user needs to fill out to create the datasource connection. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Fill out Connection Parameters. The user has two options to fill out those fields: </div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">The user can fill out the fields :'''Server''', '''Port''', '''Database''', '''User''' and '''Password.'''</div>
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| − | * <div style="margin-left:0.5in;margin-right:0in;">The user can fill out just the '''Connection String''' field. If the Connection String is valid, the fields '''Server''', '''Port''', '''Database''', '''User''' and '''Password''' will fill out automatically. Example of the Connection String: jdbc:postgresql://p88meswebl1.sanmina.com:5432/bem?user=user&password=pass</div>
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| − | The Connection String should have the following format.
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| − | {| style="border-spacing:0;width:6.5in;"
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| − | |- style="border:1pt solid #000001;padding:0.0694in;"
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| − | || SQL Server
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| − | || jdbc:sqlserver://%Server%:%Port%;databaseName=%Database%;user=%User%;password=%Password%;encrypt=false
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| − | |- style="border:1pt solid #000001;padding:0.0694in;"
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| − | || Oracle
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| − | || jdbc:oracle:thin:%User%/%Password%@%Server%:%Port%:%Database%
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| − | |- style="border:1pt solid #000001;padding:0.0694in;"
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| − | || MySQL
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| − | || jdbc:mysql://%Server%:%Port%/%Database%?user=%User%&password=%Password%
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| − | |- style="border:1pt solid #000001;padding:0.0694in;"
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| − | || Pervasive
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| − | || jdbc:pervasive://%Server%:%Port%/%Database%?user=%User%&password=%Password%
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| − | |- style="border:1pt solid #000001;padding:0.0694in;"
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| − | || Postgres SQL
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| − | || jdbc:postgresql://%Server%:%Port%/%Database%?user=%User%&password=%Password%
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| − | |-
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| − | |}
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select''' DataSource Type'''(s).</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Click in Save button. If the parameters of the connection are correct, the Data Source will save, if not and error will show the error description.</div>
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| − | '''Types''': This is the schemas that the created data source has. Select the schemas dragging the items from one list to another.
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| − | '''8Figure 18: Data Source -Types'''
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| − | [[Image:image180.png.png|top]]
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save '''to confirm or '''Cancel '''to exit</div>
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| − | #
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| − | ##
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Edit Data Sources'''''</div>
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| − |
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| − |
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| − |
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| − | This function allows the Administrator to edit the name, description and connection string of any data source.
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a data source, select the desired data source from the Data Source list located on the main page of the Data Sources tab.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Edit '''located above the name list. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Data Source Details pop up displays. The name and description are available for editing. The Connection Parameters section is not available to edit, but the connection string below the connection parameters pop up can be edited. </div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">After changing desired information, select '''Save '''to confirm or '''Cancel '''to exit. </div>
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| − |
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| − |
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| − | '''Figure 19: Edit Data Source'''
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| − |
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| − | [[Image:image163.jpg.png|top]]
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| − |
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| − |
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| − | <u>'''NOTE'''</u>: editing the Data Source, the Connection Parameters field will be displayed according to the''' Database Type''' chosen during the data source addition.
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| − |
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| − |
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| − | #
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| − | ##
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Delete Data Sources'''''</div>
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| − |
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| − |
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| − |
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| − | This function allows the Administrator to delete any data source.
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a data source, select the desired data source from the name list located on the main page of the Data Sources tab.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Delete '''located above the name list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation prompt will display. Select '''Yes '''to confirm or '''No '''to cancel.</div>
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| − |
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| − |
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| − | <div style="margin-left:0.25in;margin-right:0in;"></div>
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| − |
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| − |
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| − | '''Figure 20: Delete Data Source'''
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| − |
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| − | [[Image:image61.jpg.png|top]]
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| − |
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| − | #
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| − | ##
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| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Data Source Type'''''</div>
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| − |
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| − |
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| − |
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| − | The Data Source Type function located in the Data Sources tab allows the administrator user to add, edit or delete the data source types.
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To access the data source type function, select the '''Data Source Type '''icon located on the right of the main page under the Data Sources tab.</div>
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| − |
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| − |
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| − |
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| − | '''Note''': if a data source type is deleted reports associated to it may not work correctly.
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| − |
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| − |
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| − |
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| − | '''Figure 21: Data Source Type'''
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| − |
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| − | [[Image:image129.jpg.png|top]]
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| − |
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| − |
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| − | A data source type list displays containing all previously created data sources listed alphabetically. From this screen, the Administrator user can add, edit or delete a data source type.
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| − |
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| − |
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| − | #
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| − | ##
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| − | ###
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| − | #### <div style="margin-left:2in;margin-right:0in;">'''Add Data Source Type'''</div>
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a data source type, select '''Add''' located above the data source type list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Enter a data source type and description, both mandatory fields.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save '''to create Data Source Type.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit. </div>
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| − |
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| − |
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| − |
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| − |
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| − | '''Figure 22: Add Data Source Type'''
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| − |
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| − | [[Image:image183.jpg.png|top]]
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| − |
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| − |
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| − | #
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| − | ##
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| − | ###
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| − | #### <div style="margin-left:2in;margin-right:0in;">'''Edit Data Source Type'''</div>
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a data source type, select the desired data source type from the list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Edit''' located above the Data Source Type list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Both the name and description fields are available to edit. After desired changes have been made, select '''Save '''to continue.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − |
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| − |
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| − | '''Figure 23: Edit Data Source Type'''
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| − |
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| − | [[Image:image80.jpg.png|top]]
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| − |
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| − |
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| − | #
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| − | ##
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| − | ###
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| − | #### <div style="margin-left:2in;margin-right:0in;">'''Delete Data Source Type'''</div>
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a data source type, select the desired data source type from the list.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Delete '''located above the Data Source Type list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation prompt will display. Select '''Yes '''to confirm or '''No '''to exit.</div>
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| − |
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| − |
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| − | '''Figure 24: Delete Data Source Type'''
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| − |
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| − | [[Image:image94.jpg.png|top]]
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| − |
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| − |
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| − | <u>'''NOTE'''</u>: It is not allowed delete a data source type if:# <div style="margin-left:0.5in;margin-right:0in;">If assigned to a data source;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">If there is any report already created for this data source type;</div>
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| − |
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| − |
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| − |
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| − | <div style="margin-left:0.5in;margin-right:0in;"></div>
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| − |
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| − | <div style="margin-left:0.5in;margin-right:0in;"></div>#
| |
| − | ## <div style="margin-left:1in;margin-right:0in;">'''''Reports'''''</div>
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| − |
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| − |
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| − |
| |
| − | The Reports Module was developed for employees with Security Manager (specific Location) and Administrator (all locations) roles. This section will cover how to navigate and execute all reports activities. The Reports module allows the user to edit copy or publish reports.
| |
| − |
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| − |
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| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5626in;margin-right:0in;">'''''Filter Reports'''''</div>
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| − |
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| − |
| |
| − |
| |
| − | The filtering option located in the Reports tab allows the Administrator or Security Manager users to search for specific reports based on the owner location, report group, name, owner user, data source type, and/or status.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To filter the report list, select an owner Location, Report Group, Data Source Type, and/or Status from the drop down boxes provided, or enter the Name and/or Owner User.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Search '''to filter the list or '''Clear '''to clear all fields. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The results will display in the report list.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 25: Filter Reports'''
| |
| − |
| |
| − | [[Image:image105.jpg.png|top]]
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| − |
| |
| − |
| |
| − | '''Note''': just the Publish functionality is available for the''' Reports''' module; the other functionalities are in '''WIP '''(work in progress) status.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Add Reports'''''</div>
| |
| − |
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| − |
| |
| − |
| |
| − | This feature allows users to add reports that will be executed in the Execution Module.
| |
| − |
| |
| − | '''Figure 26: Add Reports'''
| |
| − |
| |
| − | [[Image:image172.jpg.png|top]]
| |
| − |
| |
| − | '''Figure 27: Add Reports Basic '''
| |
| − |
| |
| − | [[Image:image12.jpg.png|top]]
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| − |
| |
| − |
| |
| − | To add a report the user must enter all mandatory fields and go to the other configuration tabs too enter the necessary data to the report. Select '''Save to '''commit. For further information about these fields, see the respective modules (Location, Group (Report Group), and Data Source Type) in the Portal.
| |
| − |
| |
| − |
| |
| − | '''Note''': Checking '''Private''' just the report owner will have permissions (open, edit, etc) for this report.
| |
| − |
| |
| − |
| |
| − | The default format will be the pre select format for the Execution Module, but it could be changed during the execution.
| |
| − |
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| − |
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| − | #
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| − | ##
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| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''SQL Code'''</div>
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| − |
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| − |
| |
| − |
| |
| − | '''Figure 28: Report Maintenance: SQL Code Configuration'''
| |
| − |
| |
| − | [[Image:image72.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | This feature allows the user to add a query and check if the query is valid by clicking on Check Code SQL. To add a parameter it is necessary to use the syntax: <%shop_order%> .
| |
| − |
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| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Parameters'''</div>
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| − |
| |
| − |
| |
| − | At this point, the user will choose the parameters Types and Orders. For example, if the parameter will be a check box, a list box, text box, etc
| |
| − |
| |
| − |
| |
| − | The Report Maintenance page is displayed. Select Parameters tab to add a parameter.
| |
| − |
| |
| − | '''Figure 29: Parameters'''
| |
| − |
| |
| − | [[Image:image177.jpg.png|top]]# <div style="margin-left:0.5in;margin-right:0in;">The first thing to be done is create a new parameter step. Parameter steps give us the ability to establish parent-child relationships between parameters. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select "'''New Step'''"</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">With a new step in place we can begin adding our parameters. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''“New Parameters”''' to configure the parameters; </div>
| |
| − |
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| − |
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| − |
| |
| − | '''Figure 30: New Parameter'''
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| − |
| |
| − | [[Image:image64.jpg.png|top]]
| |
| − |
| |
| − | There are three fields that are required of every parameter you setup:# <div style="margin-left:0.25in;margin-right:0in;">'''Name''' is straight forward - what you type here is what will be used as the parameters caption. For example, "Customers" in the WIP Distribution report.</div>
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| − |
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| − |
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| − | # <div style="margin-left:0.25in;margin-right:0in;">'''Instruction'''</div>
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| − |
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| − |
| |
| − | The user will provide any important information for the end user regarding this parameter. In most cases this will be a very basic sentence such as "Indicate whether you want to see units that are in wip or not" that are already intuitive by just looking at the parameter. However, you might come across situations as you develop your reports where you create a parameter whose relationship to the report is not so obvious and this field will give you a great way to explain it to the user. The text enterered in this field will be displayed in this list.
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| − |
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| − |
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| − | # <div style="margin-left:0.25in;margin-right:0in;">'''Parameter Type'''</div>
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| − |
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| − |
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| − |
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| − | '''The Parameter Type '''Field will allow the user to choose the Type of parameter that will determine how this parameter is displayed. The available parameter types are listed below:# <div style="margin-left:0.5in;margin-right:0in;">'''Drop Down List'''</div>
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| − |
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| − |
| |
| − | Choosing this parameter type, the user will create a “list” according with the SQL code entered in the command line.
| |
| − |
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| − | The Value field represents the value that will be replaced in the SQL Code.
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| − |
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| − |
| |
| − | '''Figure 31: Drop Down List Parameter'''
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| − |
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| − | <div style="margin-left:0in;margin-right:0in;">[[Image:image176.jpg.png|top]]</div>
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| − |
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| − |
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| − | The user must enter the mandatory fields ('''Name''', '''Instructions''', '''Command''', '''Data Type''', '''Value Field, Display Field''' and '''the Parameter SQL''').
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| − |
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| − |
| |
| − | '''Parameter SQL''': this is where the developer selects the text in their report SQL that will be replaced by the values in the parameter they are currently creating. So if in their report sql they had "<%Customers%>" they would see an option in this field that would say "Customers". That's where the application would insert the customers the users select when they execute the report.
| |
| − |
| |
| − | '''Data Type''': this indicates what kind of data will be inserted. It is the value type (integer, string, date, and double);
| |
| − |
| |
| − | '''Command''': this is used to enter the SQL query that will fill the list with the data;
| |
| − |
| |
| − | '''Value Field''': this field is the column name. This value will be substituted in the SQL Code;
| |
| − |
| |
| − | '''Display Field''': this column name that will be displayed to the user;
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| − |
| |
| − | '''Required''': this field defines if the field is mandatory or not;
| |
| − |
| |
| − | '''Note''': The '''Optional Item''' section will be displayed if the '''Required''' field is not checked and it will be used to remove or replace code lines in the SQL Code in the Execution Module. This action is the same for all parameters types.
| |
| − |
| |
| − | Check the '''All Option''' check box if you want to add an option to choose “'''All'''“items in the list.
| |
| − |
| |
| − |
| |
| − | '''Figure 32: Optional Item'''
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">[[Image:image68.jpg.png|top]]</div>
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| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">Select '''Add '''to open the maintenance screen.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 33: Optional Item Maintenance'''
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">[[Image:image173.png.png|top]]</div>
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">For example, the user can remove the <%location%> command and replace it for any value he wants.</div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">Select '''Save '''to commit.</div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">During the report execution, if no value is entered for this command, it will be replaced or removed automatically.</div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">Also, the user can '''Edit''' or '''Delete''' items by clicking on '''Edit''' / '''Delete '''buttons. Select '''Save''' to commit.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 34: Parents'''
| |
| − |
| |
| − | [[Image:image117.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Add '''Parent Parameter''' is a functionality that helps to share parameters between steps.# <div style="margin-left:0.5in;margin-right:0in;">Create a new Step;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Create '''New Parameter''', fill out '''Parameter Name''', '''Parameter Type''', etc;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Click '''Add Parents '''in order to be able to use a parameter from other step. In this case we have available the '''Data Source '''parameter because is the parameter in step 1;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Now the useer can use the parent parameter to write a query in Command field.</div>
| |
| − |
| |
| − |
| |
| − | The parents are the paramters created in the previous steps and they could be used in the command query.
| |
| − |
| |
| − |
| |
| − | For example:
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">select ***** where *** = <%param_2%>where the tag <%param_2%> which is releated to the selected parent parameter (choosen as parent).</div>
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| − |
| |
| − |
| |
| − | '''Figure 35: Add Parents'''
| |
| − |
| |
| − | [[Image:image60.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''List Box'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">Choosing this parameter type, the user will create a “'''Multiple Choose List'''” according with the SQL code entered in the command line.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 36: List Box'''
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">[[Image:image181.jpg.png|top]]</div>
| |
| − |
| |
| − |
| |
| − | The user must enter the mandatory fields ('''Name''', '''Instructions''', '''Command''', '''Data Type''', '''Value Field''', '''Display Field''' and the '''Parameter SQL''') already described and:
| |
| − |
| |
| − |
| |
| − | '''Rows''': this allows developers to configure how many rows the user can see in the boxes at a time. When's there's going to be several hundred choices for the user it might help for them to select a higher number making it easier to search through all of them;
| |
| − |
| |
| − | '''Select Maximum''': this puts a limit on how many items the user can select in the parameter. If there are maybe 10,000 options for the user to choose you wouldn't want to allow them to select that many;
| |
| − |
| |
| − | '''Max Exceeded Msg''': message that will be displayed if the user tries to select more data that was set in the '''Select Maximum''' field.
| |
| − |
| |
| − |
| |
| − | It is the same for options. The user must enter the mandatory fields ('''Name''', '''Instructions''' and the '''Parameter''' SQL).
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Data Range'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:1in;margin-right:0in;"></div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">This option is used to set a range of date.</div>
| |
| − |
| |
| − | '''Figure 37: Data Range'''
| |
| − |
| |
| − | [[Image:image132.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | The user must enter the mandatory fields ('''Name''' and '''Instructions)''' already described;
| |
| − |
| |
| − |
| |
| − | '''Start SQL''': it is the parameter name that will be substituted for the initial date range;
| |
| − |
| |
| − | '''End SQL''': it is the parameter name that will be substituted for the final date range;
| |
| − |
| |
| − | '''Max Day Range''': it is maximum quantity of days in the initial and final date range;
| |
| − |
| |
| − | '''Display Time''': Choosing this check box, the field to choose the time is displayed;
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Date Time'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">This parameter type will allow the user to choose date and time.</div>
| |
| − |
| |
| − | '''Figure 37: Date Time'''
| |
| − |
| |
| − | [[Image:image67.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | The user must enter the mandatory fields ('''Name, Parameter SQL''' and '''Instructions)''' already described;
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Check Box'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;"></div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">This will allow the users to choose values ('''Yes''' or '''No''', '''On '''or '''Off''' or '''True''' or '''False''').</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 38: Check Box'''
| |
| − |
| |
| − | [[Image:image118.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | The user must enter the mandatory fields ('''Name, Parameter SQL''' and '''Instructions)''' already described;
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Text Box'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;"></div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">This allows the user to set any text entry.</div>
| |
| − |
| |
| − | '''Figure 39: Text Box'''
| |
| − |
| |
| − | [[Image:image93.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − |
| |
| − | The user must enter the mandatory fields ('''Name, Parameter SQL''' and '''Instructions)''' already described;
| |
| − |
| |
| − | '''Default Value''': this is the initial value that will be displayed in the Execution Module.
| |
| − |
| |
| − | '''Validation''': it will allow the user to add a validation for this field (Text Box).
| |
| − |
| |
| − |
| |
| − | '''Figure 40: Validation Field'''
| |
| − |
| |
| − | [[Image:image161.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | There are four validation types:
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Data Type Validation'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 41: Validation: Data Type'''
| |
| − |
| |
| − | [[Image:image79.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | If the user enters a different value chosen in the Data Type, the field will be invalid and an error message that was configured in the “Error Msg” field is displayed.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Expression Validation'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 42: Validation: Expression'''
| |
| − |
| |
| − | [[Image:image62.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Choosing the “'''Expression'''” as validation, the user is able to add an expression (e.g. <span style="color:#000000;">/^[a-zA-Z0-9][a-zA-Z0-9\._-]+@([a-zA-Z0-9\._-]+\.)[a-zA-Z-0-9]{2}/)). </span>
| |
| − |
| |
| − | If the user enters a different value that is not accepted for the expression, the field will be invalid and an error message that was configured in the “Error Msg” field is displayed.# <div style="margin-left:0.5in;margin-right:0in;">'''Range Validation'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 43: Validation: Range'''
| |
| − |
| |
| − | [[Image:image6.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Choosing the “'''Range'''” as validation, the user is able to set a value interval with maximum and minimum values that is configured in the '''Min. Value''' and '''Max. Value''' fields.
| |
| − |
| |
| − | If the user enters a different interval that is not accepted for the expression, the field will be invalid and an error message that was configured in the “'''Error Msg'''” field is displayed.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Value Validation'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 44: Validation: Value'''
| |
| − |
| |
| − | [[Image:image184.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Choosing the “'''Value'''” as validation, the user is able to set a validation for Operator (combo box) that defines which comparison will be done as displayed in the figure 43.
| |
| − |
| |
| − |
| |
| − | '''Figure 45: Operator Field'''
| |
| − |
| |
| − | [[Image:image127.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | '''Compare to''' field will receive the value to be compared with the value entered by the user.
| |
| − |
| |
| − | If the user enters a different value that is not accepted for the comparison, the field will be invalid and an error message that was configured in the “Error Msg” field is displayed.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Multi-Line Text Box'''</div>
| |
| − |
| |
| − |
| |
| − | It is like the '''Text Box''', the difference is that the user can enter with Multiple Data. Each data must be in different lines.
| |
| − |
| |
| − | '''Figure 46: Multi-Line Text Box'''
| |
| − |
| |
| − | [[Image:image57.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | '''Input Limit''' will define the quantity of data can be entered.
| |
| − |
| |
| − | Checking the '''Is Case Sensitive''' will allow to distinguish Lowercase and Uppercase.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Radio Button List'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | Choosing the '''Radio Button''' parameter type, all result of the SQL Code configured in the '''Command''' field will be a radio button.
| |
| − |
| |
| − | '''Figure 47: Radio Button List'''
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">[[Image:image104.jpg.png|top]]</div>
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">'''Note''': The user will be able to select just one Radio Button.</div>
| |
| − |
| |
| − |
| |
| − | Select '''Save Parameters''' to commit.
| |
| − |
| |
| − | '''Note''': If there is just one parameter created for a step and the user remove this parameter, the step will be automatically removed.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Drill Down'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | Drill Down is a link to another report. It is used to see detailed data in a separated report.
| |
| − |
| |
| − | '''Figure 48: Drill Down'''
| |
| − |
| |
| − | [[Image:image166.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | ####
| |
| − | ##### <div style="margin-left:2.5in;margin-right:0in;">'''Add Drill Down '''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | To add a''' DD''' report, select the Drill Down tab and click on '''Add''' button;
| |
| − |
| |
| − |
| |
| − | '''Figure 49: Add Drill Down Report'''
| |
| − |
| |
| − | [[Image:image11.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">'''Current Report Column'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | It is possible to create one drill down report per column. All available parent report columns are displayed in the combo box list.
| |
| − |
| |
| − |
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">'''Child Report'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | It will display just reports that have the same data source type and were published in the same location of the parent report.
| |
| − |
| |
| − | When the user selects a '''Child Report''', all their parameters will be displayed in the list to be set the values that the parameters will receive when the report is executed. For each parameter, there are three values types that could be set as follow:
| |
| − |
| |
| − | <div style="color:#000000;">No index entries found.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 50: Static Value'''
| |
| − |
| |
| − | [[Image:image119.jpg.png|top]]
| |
| − |
| |
| − | '''Static''': will set a fixed value to the DD report parameter;
| |
| − |
| |
| − |
| |
| − | '''Figure 51: Field Value'''
| |
| − |
| |
| − | [[Image:image128.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | <span style="color:#000000;">'''Field'''</span><span style="color:#000000;">: it will be the link value of the parent report that will be displayed in parameter field in the DD report;</span>
| |
| − |
| |
| − | <div style="color:#000000;">All parent report columns will be displayed. </div>
| |
| − |
| |
| − |
| |
| − | '''Figure 52: Parent Parameter'''
| |
| − |
| |
| − | [[Image:image133.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | '''Parent parameter''': the value of a parameter in the report already chosen as the main will be displayed in the parameter field of the DD report;
| |
| − |
| |
| − | <div style="color:#000000;">All parent report parameters will be displayed. </div>
| |
| − |
| |
| − |
| |
| − | To finish, click on '''Save''' button or '''Close''' to cancel de action.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | ####
| |
| − | ##### <div style="margin-left:2.5in;margin-right:0in;">'''Remove'' Drill Down '''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 53: Remove Drill Down'''
| |
| − |
| |
| − | [[Image:image106.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | To remove a drill down, select the report and click on '''Remove''' button. Click on '''Yes '''to confirm or''' Cancel''' to cancel the action.#
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Testing '''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | It is useful test the reports before publishing, to do this, after create a report, select '''Testing''' tab.
| |
| − |
| |
| − | '''Figure 54: Testing Reports'''
| |
| − |
| |
| − | [[Image:image165.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Note that for each step, there are instructions displayed according to what were defined in the '''Instruction''' field.
| |
| − |
| |
| − |
| |
| − | '''Step1'''
| |
| − |
| |
| − | This step will be the Data Source according to the Location and Data Source Type already configured.
| |
| − |
| |
| − | '''Figure 55: Step1'''
| |
| − |
| |
| − | [[Image:image82.jpg.png|top]]
| |
| − |
| |
| − | <u>'''NOTE'''</u>: If there is just a single option of data source, it will be automatically displayed. Select '''Next Step''' to continue.
| |
| − |
| |
| − | '''Step2'''
| |
| − |
| |
| − | This is the first step created in the '''Parameter''' tab. The parameters that will be displayed in step2 are the ones defined according to the Parameter Type chosen.
| |
| − |
| |
| − |
| |
| − | '''Figure 56: Step 2'''
| |
| − |
| |
| − | [[Image:image70.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Output'''
| |
| − |
| |
| − |
| |
| − | Note: If there is no other step created, the '''Output''' is displayed. Select '''Go''' to see the result.
| |
| − |
| |
| − |
| |
| − | '''Figure 57: Report Result'''
| |
| − |
| |
| − | [[Image:image98.png.png|top]]
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: To execute a drill down report, click on the displayed link.#
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Summary'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | Go to Summary tab to publish the report.
| |
| − |
| |
| − | '''Figure 58: Summary'''
| |
| − |
| |
| − | [[Image:image167.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Here the user will see the information about the report, the SQL Code and the parameters. This page can’t be edited, it just bring the report summary.
| |
| − |
| |
| − |
| |
| − | 1. '''Would you like to publish this report'''? Select '''Yes, I want to'''.
| |
| − |
| |
| − | 2. The message should be displayed: '''Thank You'''
| |
| − |
| |
| − | Your report is now published and ready to be executed in the production environment.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Edit Reports'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | The Edit Report page is the same for Add Reports. See bellow the exceptions:# <div style="margin-left:0.5in;margin-right:0in;">If the report was already published, the '''Owner Location''' can’t be updated;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">If the report was already published, '''Summary '''page message is: “Would you like to update this report?” Clicking on ‘Yes, I want to” a new version of this report is created. </div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0.5in;margin-right:0in;"></div>
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;">'''Note''': The user is able to edit several reports at the same time.</div>
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Copy Report'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | To copy a report, select the report and select '''Copy''' button.
| |
| − |
| |
| − | The '''Copy Report''' page is displayed.
| |
| − |
| |
| − | '''Figure 59: Copy Report'''
| |
| − |
| |
| − | [[Image:image164.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Enter the Mandatory fields and select '''Save''' to commit. The Edit page is displayed to make any update if necessary.
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: Only Locations with the data source of the same type as this report are available to copy.
| |
| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Publish Reports'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | To publish a report, select the report from the list and select '''Publish'''.
| |
| − |
| |
| − | Note that Security Manager users are able to publish for locations that have assigned.
| |
| − |
| |
| − |
| |
| − | In this functionality, if the report was created and published from the Add or Edit for the chosen location, it will be available for publish for other s. Otherwise, the Publish button will not available.
| |
| − |
| |
| − |
| |
| − | '''Figure 60: Publishing Reports'''
| |
| − |
| |
| − | [[Image:image92.png.png|top]]
| |
| − |
| |
| − |
| |
| − | The Administrator user is able to:# <div style="margin-left:0.5in;margin-right:0in;">Update the report status that will define if the report will be displayed in the Execution module. Just the Active status will be displayed.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Choose the location and the report group to publish the report.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: Clicking on '''Test this Report''' will execute this report and an execution screen is displayed;
| |
| − |
| |
| − | To remove the location, select the location and select '''Delete'''. The report is no more publish for the selected location.
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE</u>:''' It is not allowed to delete the location that the report was created.
| |
| − |
| |
| − |
| |
| − | '''Figure 61: Test the Report: Execute'''
| |
| − |
| |
| − | [[Image:image99.png.png|top]]
| |
| − |
| |
| − |
| |
| − | For further information about this page, see '''Testing''' tab.
| |
| − |
| |
| − | Select '''Save''' to commit.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''History Reports'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 62: History Report'''
| |
| − |
| |
| − | [[Image:image100.png.png|top]]
| |
| − |
| |
| − |
| |
| − | This page displays all created report versions.
| |
| − |
| |
| − | The version displayed in blue is the current version.
| |
| − |
| |
| − |
| |
| − | The user is able to rollback the version if there are old versions in the list selecting the version and clicking on RollBack button. The Edit page will be displayed and any update can be done. See Edit topic for further information.
| |
| − |
| |
| − |
| |
| − | Selecting any version and clicking on Execute button, the Execute page is displayed. . See Test the Report topic for further information.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Predefined'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | The predefined reports code cannot be changed. This kind of reports is considered complex and their code are maintained for the MESWeb development team.
| |
| − |
| |
| − |
| |
| − | In the MESWeb Central Predefined functionality, the users are able to map or manage the reports (add and/or edit).
| |
| − |
| |
| − |
| |
| − | '''Figure 63: Mapping Predefined Reports'''
| |
| − |
| |
| − | [[Image:image95.jpg.png|top]]
| |
| − |
| |
| − | Administrator and Security Manager users are able to execute this functionality. Due to the chosen location, the users select the reports that the location will have access. These reports will be displayed in the Default Reports list of the chosen location.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Predefined Maintenance'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | Administrators '''and''' Security Manager users are able to execute this functionality and it give access to chosen reports to other s.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''''Edit Predefined Reports (Maintanance)'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | Just Administrator users are able to add Predefined Reports.
| |
| − |
| |
| − | '''Figure 64: Edit Predefined Reports'''
| |
| − |
| |
| − | [[Image:image109.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ## <div style="margin-left:1.5in;margin-right:0in;">'''''Report Groups'''''</div>
| |
| − |
| |
| − |
| |
| − | With this sub module the Administrator and Security Manager users can access report group maintenance to perform searches, create, edit or delete report groups and add reports to groups.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:2in;margin-right:0in;">'''''Filter Report Groups'''''</div>
| |
| − |
| |
| − |
| |
| − | The filtering option located in the Report Groups tab allows the Administrator user to search for specific report groups based on the location, name, and/or description.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To filter the report group list, select a Location from the drop down box provided, and/or enter the Name and/or Description.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Search '''to filter the list or '''Clear '''to clear all fields. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The results will display in the report group list.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 65: Filter Report Groups'''
| |
| − |
| |
| − | [[Image:image107.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:2in;margin-right:0in;">'''''Add Report Groups'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows the Administrator to add a report group based on the report group name, description, and location.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a report group, select '''Add '''located above Report Group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The Report Group Detail pop up displays.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 66: Add Report Group'''
| |
| − |
| |
| − | [[Image:image69.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Enter the Report Group Name and Description and select a Location from the drop down box provided. All fields are mandatory. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save''' to confirm addition.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The new report group will appear alphabetically in the report group list.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:2in;margin-right:0in;">'''''Edit Report Groups'''''</div>
| |
| − |
| |
| − |
| |
| − | This function allows the Administrator and Security Manager users to edit a report group’s name, description, and/or location.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a report group, select the desired report group from the list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Edit '''located above the report group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The Report Group Detail pop up displays.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 67: Edit Report Group'''
| |
| − |
| |
| − | [[Image:image170.jpg.png|top]]
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| − |
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| − |
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| − | <u>'''NOTE'''</u>: Location is a read only field.
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| − |
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| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">After completing changes, select '''Save '''to confirm.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit without saving.</div>
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:2in;margin-right:0in;">'''''Delete Report Groups'''''</div>
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| − |
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| − |
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| − |
| |
| − | This function allows the Administrator to delete a report group from the report group list.
| |
| − |
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| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a report group, select the desires report group from the list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Delete''' located above the report group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation prompt will display. Select '''Yes '''to confirm or '''No '''to exit.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The report group will be removed from the report group list.</div>
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| − |
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| − |
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| − |
| |
| − | '''Figure 68: Delete Report Group'''
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| − |
| |
| − | [[Image:image124.jpg.png|top]]
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| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: It is not allowed to delete a report group if:# <div style="margin-left:0.5in;margin-right:0in;">A report were created or published to the report group.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Any user has permission for this report group.</div>
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| − |
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| − |
| |
| − |
| |
| − | <div style="margin-left:0.5in;margin-right:0in;"></div>#
| |
| − | ##
| |
| − | ### <div style="margin-left:2in;margin-right:0in;">'''''Add Report to Group'''''</div>
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| − |
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| − |
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| − |
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| − | This function allows the Administrator to add a report to a report group by searching for its location and data source type.
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| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a report to a report group, select the desired report group from the list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Add Report to Group''' located above the report group list.</div>
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| − |
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| − |
| |
| − | '''Figure 69: Add Report to Group'''
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| − |
| |
| − | [[Image:image125.jpg.png|top]]
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| − |
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| − |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The Report to Group pop up displays. Search for the specific report by selecting the location and data source type of the report from the drop down boxes provided.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select the search icon located to the right of the drop down boxes.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The report will display in the left '''Available '''column. To move the report to the '''Selected '''column, double-click or drag and drop the report. </div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save '''to add the report to the report group.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Access Control '''</div>
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0.25in;margin-right:0in;">The Access Control module was developed for employees with Administrator and Security Manager roles. This section will cover how to navigate and execute functions in Access Control. With the Access Control module, the Administrator is able to search, add, delete or edit users or user groups (will be developed). </div>
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To access MESWeb, navigate to '''Administration > MESWeb Central'''.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select the Access Control icon located on the MESWeb Central Main page.</div>
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| − |
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| − |
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| − |
| |
| − | '''Figure 70: MESWeb Central Access Control'''
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| − |
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| − | [[Image:image131.jpg.png|top]]
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| − |
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| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Upon selecting the Access Control icon, two additional icons become available: Users and User Groups.</div>
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| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;"></div>
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| − |
| |
| − | '''Figure 71: Access Control Functions'''
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| − |
| |
| − | [[Image:image169.jpg.png|top]]
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| − |
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| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Once either icon is selected, it is placed in a tab at the top of the Access Control page. The user can navigate between both icons by placing them in tabs that can be easily accessed. </div>
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| − |
| |
| − |
| |
| − |
| |
| − | <div style="color:#0000ff;"></div>
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| − |
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| − | '''Figure 72: User Icon in Tab'''
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| − |
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| − | [[Image:image103.jpg.png|top]]
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| − |
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| − |
| |
| − | <div style="color:#0000ff;"></div>#
| |
| − | ## <div style="margin-left:1in;margin-right:0in;">'''''Users'''''</div>
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| − |
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| − |
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| − |
| |
| − | The Users icon under the Access Control screen in MESWeb Central allows Administrators to manage user permissions and edit user information. With this portlet, administrators can assign Administrator permissions to specific users for assigned locations and edit the user’s information.
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| − |
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| − |
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| − | #
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| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Filter Users'''''</div>
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| − |
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| − |
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| − |
| |
| − | The filtering option located in the '''Users''' tab allows the Administrator to search for specific employees by User Name, Full Name, and/or Email.
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| − |
| |
| − |
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">To filter the User List, enter the desired User Name, Full Name, and/or Email address into the provided fields. </div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Search''' to filter users.</div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Clear '''to clear all fields.</div>
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| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 73: Filter User List'''
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| − |
| |
| − | [[Image:image24.jpg.png|top]]
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| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Manage Permissions'''''</div>
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| − |
| |
| − |
| |
| − |
| |
| − | This function allows Administrators to assign Administrator permissions to users for specific locations.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">To assign Administrator permissions to a user, select a user from the list by placing a check in the box to the left of the User Name. </div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Manage Permissions'''.</div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">The User Permissions pop up displays.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 74: User Permissions'''
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| − |
| |
| − | [[Image:image48.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.8126in;margin-right:0in;">With this pop up, the administrator can assign Administrator permissions to a user by checking the box to the right of the Administrator option.</div>
| |
| − | # <div style="margin-left:0.8126in;margin-right:0in;">Upon selecting a location, two panels display allowing the Administrator to assign Roles, Report Groups, Reports, Mesr Customers, Data Source, and Group Permissions to the user.</div>
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| − |
| |
| − |
| |
| − | '''Figure 75: Assign Privileges (User Permissions)'''
| |
| − |
| |
| − | [[Image:image58.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To move an '''Available''' Role/Report Group/Report/Mesr Customer/Data Sources to the '''Selected '''column, double-click or drag and drop the selection.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0.5in;margin-right:0in;"></div>
| |
| − |
| |
| − | <u>'''NOTE'''</u>: Under the '''Mesr Customers''' tab, the Administrator must first select a Data Source from the drop down box before moving customers to the selected column.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">After moving all applicable selections in each tab, select '''Save '''to assign permissions to the user.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The user will appear in the user list with the '''Administrator''' box selected.</div>
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Edit Users'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows Administrators to edit the following user information:* <div style="margin-left:0.5in;margin-right:0in;">Full Name</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">Email</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">Language (under development)</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">If Active</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">If Expires</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">Expiration Date</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">If Customer</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">Hide Main Navigation</div>
| |
| − | * <div style="margin-left:0.5in;margin-right:0in;">Show Icons</div>
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit users, select the desired user from the user name list and then select '''Edit.'''</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 76: Edit Users'''
| |
| − |
| |
| − | [[Image:image74.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The User Search Detail pop up displays. All fields are available to edit except for the user name. Make desired changes and then select '''Save'''.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
| |
| − |
| |
| − |
| |
| − | '''Figure 77: User Search Detail'''
| |
| − |
| |
| − | [[Image:image78.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Import Users'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows Administrators to import several uses at the same time using the available Template.
| |
| − |
| |
| − | Select the Import buttom and the Import Users dialog displays.
| |
| − |
| |
| − |
| |
| − | '''Figure 78: Import Users'''
| |
| − |
| |
| − | [[Image:image51.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Search the file and select it. It is possible to skip existing users or update them by selecting the radion buttons.
| |
| − |
| |
| − |
| |
| − | Selecting the''' Get Template''' buttom, the user gets a template that can be filled and imported with new users.
| |
| − |
| |
| − |
| |
| − | '''Figure 79: Import Users Template'''
| |
| − |
| |
| − | [[Image:image83.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ## <div style="margin-left:1in;margin-right:0in;">'''''User Groups'''''</div>
| |
| − |
| |
| − |
| |
| − | <div style="margin-left:0in;margin-right:0in;"></div>
| |
| − |
| |
| − | The User Groups icon under the Access Control screen in MESWeb Central allows Administrators to manage user Groups by add, edit, delete, manage users and manage permissions.
| |
| − |
| |
| − |
| |
| − | To access the User Groups, select the''' User Groups '''icon in the left panel. The User Groups tab is displayed.
| |
| − |
| |
| − |
| |
| − | '''Figure 80: User Groups Main Page'''
| |
| − |
| |
| − | [[Image:image140.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Filter User Groups'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | The filtering option located in the '''User Groups''' tab allows the Administrator to search for specific groups by User Groups Name or Location.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">To filter the User Group List, enter the desired Name, and/or Location into the provided fields. </div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Search''' to filter users.</div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Clear '''to clear all fields.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 81: Filter User List'''
| |
| − |
| |
| − | [[Image:image76.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Add User Groups'''''</div>
| |
| − |
| |
| − |
| |
| − | This function allows the Administrator to add a user group based on the user group name, description, and location.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To add a user group, select '''Add '''located above User Group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The User Group Detail pop up displays.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 82: Add User Group'''
| |
| − |
| |
| − | [[Image:image49.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Enter the Name and Description and select a Location from the drop down box provided. All fields are mandatory.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Save''' to confirm addition.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The new user group will appear alphabetically in the report group list.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Edit User Groups'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows the Administrator and Security Manager users to edit a user group’s name and/or description.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To edit a user group, select the desired user group from the list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Edit '''located above the User Group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The User Group Detail pop up displays.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 83: Edit User Group'''
| |
| − |
| |
| − | [[Image:image171.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: Location is a read only field.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">After completing changes, select '''Save '''to confirm.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit without saving.</div>
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Delete User Groups'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows the Administrator to delete a user group from the user group list.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To delete a user group, select the desired user group from the list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Delete''' located above the user group list.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">A confirmation prompt will display. Select '''Yes '''to confirm or '''No '''to exit.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The user group will be removed from the user group list.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 84: Delete Report Group'''
| |
| − |
| |
| − | [[Image:image97.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | <u>'''NOTE'''</u>: It is not allowed to delete a user group if:# <div style="margin-left:0.5in;margin-right:0in;">the user group has users assigned;</div>
| |
| − |
| |
| − |
| |
| − | <div style="color:#ff0000;"></div>
| |
| − |
| |
| − | It is possible select more than a user group at the same time to make a massive delete.
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Mapping User'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This functionality map user to a selected group.
| |
| − |
| |
| − | To map users, follow the stepes bellow:# <div style="margin-left:0.5in;margin-right:0in;">Select a group name in the list and select Mapping User;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">The '''Mapping User''' pop up displays;</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">In the rigth side of the page, the filter will display the users registered in the system. Just move the user to the left side and it will be part of the group.</div>
| |
| − | # <div style="margin-left:0.5in;margin-right:0in;">To remove users from the group, move the user to the right side.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 85: Mapping User '''
| |
| − |
| |
| − | [[Image:image142.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | #
| |
| − | ##
| |
| − | ###
| |
| − | #### <div style="margin-left:2in;margin-right:0in;">'''Import Users to Group'''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows Administrators to import several uses at the same time using the available Template.
| |
| − |
| |
| − | Select the Import buttom and the Import Users pop up displays.
| |
| − |
| |
| − |
| |
| − | '''Figure 86: Import Users to Group'''
| |
| − |
| |
| − | [[Image:image85.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | Search the file and select it. It is possible to skip not found users or update them by selecting the available radion buttons.
| |
| − |
| |
| − |
| |
| − | Selecting the''' Get Template''' buttom, the user gets a template that can be filled and imported with new users.
| |
| − |
| |
| − |
| |
| − | '''Figure 87: Import Users Template'''
| |
| − |
| |
| − | [[Image:image59.jpg.png|top]]#
| |
| − | ##
| |
| − | ### <div style="margin-left:1.5in;margin-right:0in;">'''''Manage Permissions'''''</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | This function allows Administrators to assign permissions for groups.
| |
| − |
| |
| − |
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">To assign user group permissions, select a Name from the list by placing a check in the box to the left of the Name. </div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">Select '''Manage Permissions'''.</div>
| |
| − | # <div style="margin-left:0.8in;margin-right:0in;">The User Group Permissions pop up displays.</div>
| |
| − |
| |
| − |
| |
| − |
| |
| − | '''Figure 88: Manage PermissionsUser Group Permissions'''
| |
| − |
| |
| − | [[Image:image77.jpg.png|top]]
| |
| − |
| |
| − |
| |
| − | '''Figure 89: Assign Privileges'''
| |
| − |
| |
| − | [[Image:image178.jpg.png|top]]
| |
| − |
| |
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| − | # <div style="margin-left:0.5in;margin-right:0in;">To move an '''Available''' Role/Report Group/Report/Mesr Customer/Data Sources to the '''Selected '''column, double-click or drag and drop the selection.</div>
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| − | <div style="margin-left:0.5in;margin-right:0in;"></div>
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| − | <u>'''NOTE'''</u>: Under the '''Mesr Customers''' tab, the Administrator must first select a Data Source from the drop down box before moving customers to the selected column.
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| − | # <div style="margin-left:0.5in;margin-right:0in;">After moving all applicable selections in each tab, select '''Save '''to assign permissions to the user.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">Select '''Cancel '''to exit.</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">The user will appear in the user list with the '''Administrator''' box selected.</div>
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| − | <div style="margin-left:1in;margin-right:0in;"></div># <div style="margin-left:0.5in;margin-right:0in;">'''Appendix A'''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''Access Control'''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">It is a module that will set the permissions for users and external customers of 42Q</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''administrator'''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">the System Administration has full access to MESWeb - all s, all reports, all customers.</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''customer user'''''</div>
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| − | <div style="margin-left:0.2756in;margin-right:0in;">user for external customers to access the application </div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''find username'''''</div>
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| − |
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| − | <div style="margin-left:0.25in;margin-right:0in;">for the "find" when we look up the username we use a web service at the Helpdesk, so it's finding something that's separate from MESWeb</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''MES Web'''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">application that provides reporting capabilities through a web-based interface.</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''parameters '''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">definitions for data, reports, or configurations.</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''roles '''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">''user profile inside MESWeb''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''SiteMinder'''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">''Universal login of 42Q''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''user'''''</div>
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| − |
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| − | <div style="margin-left:0.25in;margin-right:0in;">the User role is able to execute only those reports specifically granted access to him/her, and may not create new reports or modify existing reports. Administrators may restrict users' access to only that data belonging to specific customers.</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">'''''username'''''</div>
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| − | <div style="margin-left:0.25in;margin-right:0in;">the username is the siteminder username (or a partial string)</div>
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| − | # <div style="margin-left:0.5in;margin-right:0in;">'''Revision Log'''</div>
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| − | {| style="border-spacing:0;width:6.5139in;"
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| − | | style="background-color:#00a8a8;border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;color:#ffffff;" | Date
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| − | | style="background-color:#00a8a8;border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;color:#ffffff;" | Author
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| − | | style="background-color:#00a8a8;border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;color:#ffffff;" | Title
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| − | | style="background-color:#00a8a8;border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;color:#ffffff;" | Version
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| − | | style="background-color:#00a8a8;border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;color:#ffffff;" | Change Reference
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 04/08/14
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | This is the first revision of MESWeb - Access Control Work Instruction
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 04/08/14
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Ashley Martin
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | General Review
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 07/21/14
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Add the Report Module and general review
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 10/29/14
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Claudia Urenda
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| − |
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| − | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Business Analyst
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| − | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Final Review
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 04/28/16
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Converted to 42Q
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 08/05/16
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Converted to Google Doc
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 03/22/18
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Applyed new Template for format.
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| − | |-
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | 05/25/18
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Elaine Fonaro
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Technical Writer
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| − | | style="border-top:0.5pt solid #000001;border-bottom:0.5pt solid #000001;border-left:0.5pt solid #000001;border-right:none;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | v 1.0
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| − | | style="border:0.5pt solid #000001;padding-top:0in;padding-bottom:0in;padding-left:0.075in;padding-right:0.075in;" | Reviewed and Update all images according new user interface
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| − | Added the User Group new topic
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| − | |-
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| − | |}
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