2 Overview QW Gateway is a new front-end to QuipWare Controls access to QW applications & reportsUses QW security/restrictionsProvides a new interface to locate and execute reportsDefines and saves report parametersProvides Dealer Info browser panel for news, dealer’s intranet, or other URLsThis is to be the new entry point into the QW modules. The reason for this, is that we can restrict the modules better and only show those things that the user has access to. QW Gateway also makes it easier to run reports and save parameters for reports.QW Gateway will make it easier to get to information that is vital for your employees so they can be more productive.
3 Overview, continued QW Gateway is an application Installs as part of QuipWareResides on the desktopProven to work in the hosted environmentsInstalls as an executable on the QW application serverQW Gateway is an RCP (Rich Client Platform) application, developed in Eclipse. In later releases, QW Gateway will be updated like other QW modules.QW Gateway has been used in a hosted environment where it was used with Citrix MetaFrame. It has also been used in a Load Balancing environment as well.
4 Requirements QuipWare JRE included with install (JRE 5.0 Update 11 or newer)We install the Java Runtime Environment (JRE) version 5.0 Update 11. Gateway hasn’t been tested with different versions of the JRE. The install program for Gateway will need to be updated to check for JRE greater than equal to 5.0 Update 11.Also, if the machine doesn’t have QW installed on it, then we don’t want to install QW Gateway. QW Gateway uses the ODBC connection and other pieces from QW.Uses about 7MB of memory (not including the java piece that is also loaded)
6 UI and layout overviewLayout of the panes or views in Gateway can be configured at the user’s discretionStacked in tabsFloatingHiddenRearrangedLayout settings are saved per userSaved in Current User profile, not in DBOption to reset layout to defaults providedTo make it easier for the end user, QW Gateway is quite configurable. You can change how the application looks to fit your personal taste. Give some examples of this configurability.Double click the title bar (Use the whole apps area), double click the title bar again to return to the regular sizeClick and hold on the title, then drag where you want the view.Resize the view.If through this process you get to a point where you can’t use the interface, go to Window menu and choose Reset Perspective, and you will now see the default perspective.If you close a view, and you want it back, you can go to Window | Open View and then choose the view that you want to see.
9 Application ViewApplication list reflects current QW Setup RestrictionsQW Setup | Settings | Settings | RestrictionsSet a No Permission restriction at the Program level to hide the item in the listAfter a restriction is added, the list will reflect it when next refreshedApplication list entries use standard QW names and iconsCan display large or small iconsCan display a description by hovering over itemTo launch an application:Double click the itemRight mouse click, and choose launchThe Application view shows all of the QW Modules, and more to the point, only the modules that the user has access to. If the restrictions are added while the user is in QW Gateway, then you have to do one of the following to see that restriction:Restart QW GatewayRefresh the Applications ViewClose/Open the Applications ViewJust because the application is still in the list, it doesn’t mean the user will have access to the application. If the app has been restricted completely, and the user tries to use it, they will be informed they can’t use this module. The next time they come in, the application will not be in the list, unless they have been granted access again.Show how to put a restriction on an application.From the triangle menu, you can choose whether to use large or small icons. From this menu you can also turn off the tool tips that display the description for the application.Also, if you hover over the applications name, you will see a tool tip that will give you a description of the application. This is being pulled from the DB and can be changed by the Administrator. Not all of the pieces have a description at this time.
10 Restrict applications that users see Notice that the profile and application are listed here. If they are not, you will not be able to set the restriction correctly.Restrict applications that users seeChoose the Profile to put the restriction on.Choose what kind of restriction.Make sure that a line like this shows up after you hit OK.Choose Object or Profile, we selected ProfileChoose an application to restrict.Choose OK to apply the restriction.
11 Application View, continued RestrictionIn QW Gateway Apps ViewNo PermissionNot visiblePasswordVisibleObjectFunctionThere are a couple ways to add restrictions to applications, and QW Gateway may show the application even though the user may be restricted in the use of the module. So, if the user is not to use the application at all, it will be removed from the list. In any other case the application will be displayed, but the appropriate areas will be restricted to the user.I have never used the Object or Function areas, so I don’t know how to show this.
13 Commonly used URL’sThis view can be optionally disabled with a system settingSet the URL for this view in QW SetupSetup | Setup | SPE Specific | Setting 20017Use a complete valid URL (ex:Supports multiple URLsSemi-colon separated list of complete URLsURLs for Dealer intranet, Parts Website, or other useful websites as configured by the administratorUser can’t navigate to any other sites other than the links suppliedPopups will show in the default browser on the machineThis view is optional. Show what it looks like with/without this view. Hosted dealers may not be able to use this view, because they may not have access to the internet.Setting will allow you to turn off the Dealer Info view. If you turn it off, you will not see any of the urls.The first tab is always DIS News (Stafflink free version). Note: we do have a setting that can be used to get rid of this, but it is not supposed to be common knowledge. (Setting will control this)The tabs show the title of the web page. Just like a browser, except there isn’t an address bar. This was done to limit what the employees can see.We have all of the standard functionality of the browser (forward, back, refresh, home, progress bar, right context menu, etc). The buttons work on the visible browser. So if you are on DIS News, and you hit the refresh button, it only affects the DIS News browser.The browser being used is the one attached to the shell.explorer name. (Means it should be Microsoft Internet Explorer???)
15 All Reports View Controls which reports the user can access Displays all reports to which the user has privilegesRestrictions are set in the same way as applicationsQW Setup | Settings | Settings | Restrictions | ReportsRestrictions either allow or deny access, there is no partial or function level controlReport list can be sorted and filterede.g. Filter “AR” displays all reports that start with ARe.g. Filter “*Trial” displays all reports with Trial in the descriptionThis view will list all of the reports the user can use. This list can be a little overwhelming because of the number of reports that come with QW. So to make it easier you can sort the reports off of the description, and/or you can apply a filter to decrease the size of the list. You will notice that the status bar shows some important information as to how many reports are being displayed out of the total number of reports the user has access to. It also shows the last time the DB was hit for the list of reports.Give examples of filter this list.As you select a report, check the “Defined Reports” view list to see if a report has already been defined that you can use. The “Defined Reports” view will be talked about a little later.
16 All Reports View, continued Reports in the list display different iconsDIS modified Crystal Report iconIndicates Report that has been updated by DIS as part of the Report InitiativeFocus on speed and accuracyMore accessible and descriptive parametersMore parameters and report instructionsStandard Crystal Report iconIndicates an unchanged DIS provided reportIndicates custom reports added by usersData choosers have been implemented to make it easier for you to run your report. We recognize certain parameters and query the QW DB for values to pre-populate the parameter. A good example would be Branches. We would get the branches, and place them into the controls, and then the user can easily choose what branch they want the report to be run against. In a later phase, we will be restricting these values to the branches that the user can look at.Values saved in the report as well as the default values that have been defined in QuipWare will be used for parameters when available. If you don’t want to use the default values that have been defined in QuipWare, you will need to go into the QW Report Setup module, and delete the defined values. You can do this by doing a right mouse click and choosing delete.With the QW Gateway project, we have updated some of the reports. These updates will be talked about in detail a little later, but to give you an idea, here are some of the things we have done. Parameter names have been changed to be more meaningful (bra_id => p_Branches). The description for the parameters are more detailed, so you know what kind of value needs to be supplied. Along with a few other things. The reports that have been updated have a different icon, to signify they have been updated.
17 All Reports View, continued Each report in the list provides a right-click context menuProperties - display additional details on the reportFilename and OwnerNotes and InstructionsDefine… - Launch the Report Details dialogThe default double-click action for reports in the list is to launch the Report Parameters dialogManage Report ParametersPreview and PrintView PropertiesYou can see more information on the report by looking at the properties for the report. This will give you information that looks similar to the Report Setup module.To actually see a report, double click on the report. You will know be shown the Report Parameters dialog box. From this dialog, there is a lot that you can do. You can see the report properties (same as what you saw in the list), you can do a preview, print, or save these parameters so that you can run the report at a later time.
18 Old ReportNew ReportShows the differences between the parameters.
19 All Reports View, continued Report Parameters DialogManages the list of parameters for a reportProvides parameter data choosers where appropriatePresents parameter level description and instructions from the reportAccess to Report Properties for additional details and instructionsPrint and PreviewGenerates the report using current parameter valuesSave current parameter selections for later reuseComment field is required entry before Save is availableCreates a Defined Report instance keyed to the user profileScheduled Reports (In a later phase)Scheduling features will be similar to those in the Windows Task SchedulerBefore you do a Print or Preview, fill in valid values for all of the parameters. A red circle with an “X” in it will be displayed for parameters that need values entered. If you do not supply values for these parameters, the Crystal Report parameter dialog will be displayed.When you have not filled in a parameter correctly an error message will be displayed at the top of the dialog, and a red circle with an “X” will be displayed by the parameter name.When you do a Print or Preview, you will notice that the parameters dialog stays around. This is designed to allow you to try different values quickly to so you can make sure that the report works correctly for you. When you are satisfied with the results, you can save these parameters and it will create a Defined Report. We will talk about defined reports in a little bit.Saving a report will allow you to run the report quickly, and in the future it will allow you to schedule a report too. The scheduling capabilities will be based off of Windows Task Scheduler, and will be enhanced from there.
20 New multiple select chooser and an example of putting in the branches New multiple select chooser and an example of putting in the branches. The branches were captured from the QW DB.Note: Currently we are not limiting this down to what the user can see. We will do this in a later phase.
21 All Reports View, continued Parameter Data ChoosersApplicable default parameter values from the QW Report Setup module are recognizedCrystal Report Parameter Default Values are recognizedList of valid parameter values supplied by the report itselfKey Report Parameters are recognized to provide values from the QW DBActive for custom reports as welle.g. p_Branch is recognized, available branches are listedIn a later phase, User access further limited by parameter values (e.g. Branch visibility)In a later phase, additional selectors will be provided for certain parameter types (e.g. dates)Data choosers have been implemented to make it easier for you to run your report. We recognize certain parameters and query the QW DB for values to pre-populate the parameter. A good example would be Branches. We would get the branches, and place them into the controls, and then the user can easily choose what branch they want the report to be run against. In a later phase, we will be restricting these values to the branches that the user can look at.Values saved in the report as well as the default values that have been defined in QuipWare will be used for parameters when available. If you don’t want to use the default values that have been defined in QuipWare, you will need to go into the QW Report Setup module, and delete the defined values. You can do this by doing a right mouse click and choosing delete.With the QW Gateway project, we have updated some of the reports. These updates will be talked about in detail a little later, but to give you an idea, here are some of the things we have done. Parameter names have been changed to be more meaningful (bra_id => p_Branches). The description for the parameters are more detailed, so you know what kind of value needs to be supplied. Along with a few other things. The reports that have been updated have a different icon, to signify they have been updated.
23 Defined Reports ViewDisplays the list of Defined Reports for the report selected in the All Reports ViewUser access is controlled by QW RestrictionsIn a later phase, User access further limited by parameter values (e.g. Branch visibility)Sort and Filter by:Description, Owner, Modified Date, CommentDefined Report instances provide:Print and PreviewCopy an existing definitionEdit and DeleteRestricted to Defined Report Owner or AdministratorProperties ViewView report parameters for selected Defined ReportGenerated Reports (In a later phase)Archive history for the selected Defined ReportThis view will populate as you select reports in the “All Reports” view. All of the defined reports for this report will be displayed regardless of who has created the definition. This can save the user’s time, or allow them to run a quarterly report that has been setup by a manager, administrator, etc.You can quickly do preview/print from the list. If the parameters have changed since the last time you saved the report, the parameter dialog that you used to define the report will show. This will allow you to change the parameters, and update the defined report.You will be able to Print, Preview, and Copy are available on all of the reports for all users. Deleting and editing a report can only be done by the owner of the report or by the administrator.Sorting and filtering will come in a later phase of QW Gateway. You will have the ability to sort and filter the data. There will be a status bar as well so you know how many total reports as well as the number of reports currently being displayed. There will also be a time stamp of when the DB was hit.
24 My Reports View (in a later phase) Quick list of “Favorite” Reports managed by the userReports the user runs frequentlyReports the user is responsible for maintainingReports are manually copied by the user from the Defined Reports viewDesigned to keep reports easily accessibleSame usability features as the Defined Reports ViewThis view is very similar to the “Defined Reports” view. You will want to use this view to create a list of the reports you use a lot. It is best to keep this list small, however, you will have the option to sort and filter the list.You will have the ability to sort and filter the data. There will be a status bar as well so you know how many total reports as well as the number of reports currently being displayed. There will also be a time stamp of when the DB was hit.
25 Generated Reports View (in a later phase) Contains the archive history for a report selected from the Defined or My Reports ViewsReport content is retrieved from an archive, it is not regeneratedReport content is stored read-only in Crystal Reports formatPrint and PreviewExport (pdf, Excel, etc)Reports are listed in the view with key informationSort and Filter byDescription, Comment, Date generated, User generatedSearch byParameter values, Date generated, User generatedThis view will stay empty until you do a history on a report. It is important to note that when you do this, the report is not run again, but a list for this report will be displayed showing what has been run in the past. When you do view the report, we are not getting fresh data, we are looking at the data that was retrieved when the report was run. This report will be saved in the Crystal Report format, so you can export this to a different format if you need to use the data in another format.There will be an option to change these reports all over to a particular format to save space???We may give an option to archive the report in another format such as excel, pdf, etc.???
26 QW Release Included in Service Pack 8.01 In a later phase Everything you see nowIn a later phaseMy ReportsScheduled ReportsHistory/Archiving of reports (Generated Reports View)Create a working group format for the dealer issue section