Munis Version 9.1 & 8.3 Sneak Peek System Administration

© 2010 Tyler Technologies, Inc. Major Enhancements Document Finding the Major Enhancements Document and Powerpoint in the Munis KnowledgeBase –Open the KB from the Munis customer tools site: –Search based on Topic “Enhancements” and Release “Version 9” or “Version 8”

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 This presentation provides an overview of the major System Administration enhancements for Munis Version 9.1 and 8.3. Most of the enhancements are available in Version 9.1 only unless otherwise specified. If your organization uses the Tyler Dashboard, Munis Version 9.1 is available in a Web-based interface called GWC-SL. The GWC-SL screens are very similar in function to desktop versions of Munis; however, the screens open in your Web browser using Microsoft® Silverlight™ technology. Unless otherwise specified, the content of this presentation is based on using the Tyler Dashboard and the GWC-SL client.

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Activating the GWC-SL client in Version 9.1 –Click on the User Profile button from your dashboard –Select the Web Version Program (GWC)

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Version 9.1 Toolbar –Version 9.1 includes an updated toolbar. When using the Web- based interface, be sure to use the Close button on the toolbar to close a screen or exit a program; if you use the close button for your browser, you close the entire Munis application.

© 2010 Tyler Technologies, Inc. Version 9.1 and 8.3 Version 9.1 Program running the GWC

© 2010 Tyler Technologies, Inc. System Administration Customizable Field Labels –Available from the Tools menu for all Munis programs. This program allows you to modify the labels and tooltips for fields on the screen. Using this program, you are now able to force text entered into an Edit field to uppercase whether the user turns caps lock on or not. The Force Uppercase (Modified) column allows you to indicate which fields force uppercase upon entry. The Force Uppercase (Standard) column displays the original setting for the field. A change in this program affects the screen for all users. This enhancement is also available in Version 8.3.

© 2010 Tyler Technologies, Inc. System Administration Enhancement Viewer –The Enhancement Viewer allows you to view release notes for a program for past, current, and future releases. This functionality is available when you click the light bulb on the toolbar. The Release Administration/Application Enhancements options in Site Settings allow you to indicate when access to the Enhancement Viewer is available and what kind of release information displays. –Unless specifically removed in a prior version of Munis, the application enhancement viewer is now available by default. An internet connection is no longer required for this feature, unless you allow users to view release notes for new versions. A file including enhancement notes for all Munis versions up to and including your current version is placed on your Munis application server by the installer. Enhancement notes for Munis releases newer than your current version are only available if you change your site settings. –This enhancement is also available in Version 8.3

© 2010 Tyler Technologies, Inc. System Administration Enhancement Viewer – Site Settings

© 2010 Tyler Technologies, Inc. System Administration Enhancement Viewer – Site Settings

© 2010 Tyler Technologies, Inc. System Administration Microsoft® Word Mail Merge Templates –The Template Library button is available on the Microsoft Word Mail Merge screen. When you click this button, the Munis KnowledgeBase opens. The program executes a search in the KnowledgeBase using the Munis program name and displays any Mail Merge templates available for the program. You can save a template from the KnowledgeBase, modify the template, add it to Munis using the Maintain Templates Tab, and then use it for the Mail Merge process.

© 2010 Tyler Technologies, Inc. System Administration Microsoft® Word Mail Merge Templates

© 2010 Tyler Technologies, Inc. System Administration Microsoft® Word Mail Merge Templates

© 2010 Tyler Technologies, Inc. System Administration Output and Report Viewer –The Output changes and new Report Viewer are only available if you are opening Munis programs using the GDC. –The Output Style options are available on the Output screen for most reports generated in Munis programs. The options are Presentation and Standard. When you select the Standard option, the report is created in a very basic text format. When you select the Presentation option, the report is created in a presentation-ready format that includes graphic headers and footers. The Standard option is selected when you send the report to a Munis printer or when you are saving the report as plain text and you cannot change this. The Presentation option is selected when you save or display the report as a PDF file and you cannot change this. You can choose which format the report is created in when you send the report to a local printer or display the report immediately.

© 2010 Tyler Technologies, Inc. System Administration Output and Report Viewer –Standard view

© 2010 Tyler Technologies, Inc. System Administration Output and Report Viewer –Presentation View

© 2010 Tyler Technologies, Inc. System Administration Output and Report Viewer –Also, when you choose to display a report, Munis now uses the Genero Report Viewer to display the report. The new report viewer provides a true preview experience, allowing you to print a report after viewing it without having to regenerate the report. You do not need to close viewer to allow an application to continue, so you can leave reports open and continue processing in Munis. When you display more than one report, each report displays in the same viewer window, with tabs differentiating the reports.

© 2010 Tyler Technologies, Inc. System Administration Scheduler Monitor Service –In previous versions of Munis, the Munis Scheduler was installed on its own PC or virtual machine and a VShell® install was required. Now, the Munis Scheduler is installed on the Munis Application Server as a Microsoft® Windows® service called the Munis Scheduler Monitor Service (SMS). This service executes the Scheduler Engine without the need for a dedicated Scheduler PC. The SMS can be started whenever the computer is booted, does not require a logged in user to function, and does not require a VShell license since there is no user interface during normal operations. The SMS comes with a Munis Scheduler Monitor Manager (SMM) application that allows you to configure, start, and stop the SMS. –Use of this functionality is optional. All existing Scheduler functionality remains unchanged and available, but you are able to use to SMS to eliminate the need for a dedicated Scheduler PC. –Also available in Version 8.3

© 2010 Tyler Technologies, Inc. System Administration Scheduler Monitor Service

© 2010 Tyler Technologies, Inc. System Administration Scheduler Queue –You are now able to maintain Scheduler Engine properties from the Scheduler Queue program. This also allows you to view the log file output. Select Properties from the Scheduler menu.

© 2010 Tyler Technologies, Inc. System Administration Scheduler Queue – Scheduler Engine Properties

© 2010 Tyler Technologies, Inc. System Administration Role Permission Changes –When you upgrade from one version of Munis to another, you must ensure that permissions are configured correctly in order for users to use some Munis programs correctly, or at all. The following table outlines the various permissions that have changed and may affect a user’s ability to use Munis correctly. –Please see a listing of these changes in the Major Enhancements System Administration Version 9.1 document in the Munis KnowledgeBase. –Please see a listing of these changes in the Major Enhancements System Administration Version 8.3 document in the Munis KnowledgeBase.

© 2010 Tyler Technologies, Inc. Workflow My Workflow –The My Workflow and My Workflow Detail Web parts available for the Tyler Dashboard have been combined into a single, new Web part called My Workflow. You are still able to access the previous versions of the Workflow Web parts by adding the My Workflow Classic and My Workflow Detail Classic Web parts to your Dashboard.

© 2010 Tyler Technologies, Inc. Workflow My Workflow –When you click on Notification, Approvals, or Alerts, that section expands to show each item in the category. You can select the checkbox next to an item, and then use the buttons at the bottom of the section to approve, deny, dismiss, and so on, multiple items at once. Or you can click on the arrow under Actions for an item and view details, accept, forward, and so on an individual item.

© 2010 Tyler Technologies, Inc. Workflow My Workflow –The View Details option allows you view the details for the item within the Web part, whereas the More Info option allows you to view the item in the associated Munis program. You can also click the type code for the item to view the details. When you are viewing details, the More Info hyperlink is available to open the associated Munis program. You can also enter a reason for a hold or rejection by clicking Reason.

© 2010 Tyler Technologies, Inc. Workflow My Workflow –You can turn forwarding on by clicking the button at the bottom of the Web part, or you can click Settings. When you click Settings, you can also adjust the rate at which the Web part refreshes.

© 2010 Tyler Technologies, Inc. Workflow Workflow Password for Dashboard –You no longer need to enter your Workflow Web services password into the My Profile page in the Tyler Dashboard in order to access your Workflow items using the Workflow Web parts. The Dashboard uses your already authenticated username to allow access to the Workflow Web parts.

© 2010 Tyler Technologies, Inc. Tyler Dashboard Dashboard Quick Launch –The Dashboard Quick Launch option is available on the Tyler Dashboard toolbar. –The Dashboard Quick Launch option allows you to search for menu options and Web parts using key words.

© 2010 Tyler Technologies, Inc. Tyler Dashboard Dashboard Quick Launch –When you click on a menu item, the program opens. When you click on a Web part, the Add a New Web Part popup window displays, allowing you to quickly configure the Web part. Once you click Ok and then close the Dashboard Quick Launch, the Web part is added to your Dashboard.

© 2010 Tyler Technologies, Inc. Tyler Dashboard Tyler Menu –When you click Tyler Menu on the toolbar, the Tyler Menu opens in a popup window, instead of as a new tab. You are able to navigate the menu normally and open programs from this menu.

© 2010 Tyler Technologies, Inc. Tyler Dashboard Templates –System administrators can create Dashboard Templates that users can easily apply. To create a template, the system administrator must be a Site Collection Administrator in SharePoint. The system administrator adds the desired content to their Dashboard, or the Dashboard of a dummy account, such as Munis, that is a Site Collection Administrator. –Once the web parts, my favorites and my programs are added to the dashboard, the administrator may save that dashboard as a template

© 2010 Tyler Technologies, Inc. Tyler Dashboard Templates –Applying a template –The end user may apply a template that has already been created by a site collection admin.

© 2010 Tyler Technologies, Inc. Tyler Dashboard Templates –Choosing a template –The user may apply a template or templates that have already been created by a site collection admin.

© 2010 Tyler Technologies, Inc. Education Online Education –Link from our Customer Tools site to Online Education –Calendar of classes available –Many people can view class from one login Onsite Visit –Contact sales rep to arrange for an implementation visit –Visit can be customized to your site’s specific needs

© 2010 Tyler Technologies, Inc. Education Thank you!