Transcript Gateway - A Front End to QuipWare

Overview
• QW Gateway is a new front-end to QuipWare
– Controls access to QW applications & reports
• Uses QW security/restrictions
– Provides a new interface to locate and
execute reports
– Defines and saves report parameters
– Provides Dealer Info browser panel for news,
dealer’s intranet, or other URLs
Overview, continued
• QW Gateway is an application
– Installs as part of QuipWare
– Resides on the desktop
– Proven to work in the hosted environments
– Installs as an executable on the QW
application server
Requirements
1. QuipWare
2. JRE included with install (JRE 5.0
Update 11 or newer)
UI and layout overview
• Layout of the panes or views in Gateway can
be configured at the user’s discretion
– Stacked in tabs
– Floating
– Hidden
– Rearranged
• Layout settings are saved per user
– Saved in Current User profile, not in DB
• Option to reset layout to defaults provided
Arrange the panes
the way you want
Application Pane
Application View
• Application list reflects current QW Setup Restrictions
– QW Setup | Settings | Settings | Restrictions
• Set a No Permission restriction at the Program level to hide
the item in the list
• After a restriction is added, the list will reflect it when next
refreshed
• Application list entries use standard QW names and
icons
– Can display large or small icons
– Can display a description by hovering over item
• To launch an application:
– Double click the item
– Right mouse click, and choose launch
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 see
Choose 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 an
application to
restrict.
Choose OK to apply the
restriction.
Choose Object
or Profile, we
selected Profile
Application View, continued
Restriction
No Permission
Password
Object
Function
In QW Gateway Apps View
Not visible
Visible
Visible
Visible
Pre-set commonly visited web sites
Commonly used URL’s
• This view can be optionally disabled with a system setting
• Set the URL for this view in QW Setup
– Setup | Setup | SPE Specific | Setting 20017
• Use a complete valid URL (ex: http://www.dis-corp.com)
– Supports multiple URLs
• Semi-colon separated list of complete URLs
• URLs for Dealer intranet, Parts Website, or other useful websites
as configured by the administrator
– User can’t navigate to any other sites other than the links
supplied
– Popups will show in the default browser on the machine
Reports view
All Reports View
• Controls which reports the user can access
– Displays all reports to which the user has privileges
– Restrictions are set in the same way as applications
• QW Setup | Settings | Settings | Restrictions | Reports
• Restrictions either allow or deny access, there is no partial or
function level control
• Report list can be sorted and filtered
– e.g. Filter “AR” displays all reports that start with AR
– e.g. Filter “*Trial” displays all reports with Trial in the
description
All Reports View, continued
• Reports in the list display different icons
– DIS modified Crystal Report icon
• Indicates Report that has been updated by DIS as part of the Report
Initiative
– Focus on speed and accuracy
– More accessible and descriptive parameters
– More parameters and report instructions
– Standard Crystal Report icon
• Indicates an unchanged DIS provided report
• Indicates custom reports added by users
All Reports View, continued
• Each report in the list provides a right-click context
menu
– Properties - display additional details on the report
• Filename and Owner
• Notes and Instructions
– Define… - Launch the Report Details dialog
• The default double-click action for reports in the list is
to launch the Report Parameters dialog
– Manage Report Parameters
– Preview and Print
– View Properties
Old Report
New Report
All Reports View, continued
• Report Parameters Dialog
– Manages the list of parameters for a report
• Provides parameter data choosers where appropriate
• Presents parameter level description and instructions from the
report
– Access to Report Properties for additional details and
instructions
– Print and Preview
• Generates the report using current parameter values
– Save current parameter selections for later reuse
• Comment field is required entry before Save is available
• Creates a Defined Report instance keyed to the user profile
– Scheduled Reports (In a later phase)
• Scheduling features will be similar to those in the Windows
Task Scheduler
All Reports View, continued
• Parameter Data Choosers
– Applicable default parameter values from the QW Report Setup
module are recognized
– Crystal Report Parameter Default Values are recognized
• List of valid parameter values supplied by the report itself
– Key Report Parameters are recognized to provide values from
the QW DB
• Active for custom reports as well
• e.g. p_Branch is recognized, available branches are listed
• In 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)
Defined Reports View
•
Displays the list of Defined Reports for the report selected in the All Reports
View
– User access is controlled by QW Restrictions
• In a later phase, User access further limited by parameter values (e.g.
Branch visibility)
• Sort and Filter by:
– Description, Owner, Modified Date, Comment
•
Defined Report instances provide:
– Print and Preview
– Copy an existing definition
– Edit and Delete
• Restricted to Defined Report Owner or Administrator
– Properties View
• View report parameters for selected Defined Report
– Generated Reports (In a later phase)
• Archive history for the selected Defined Report
My Reports View (in a later phase)
• Quick list of “Favorite” Reports managed by the user
– Reports the user runs frequently
– Reports the user is responsible for maintaining
• Reports are manually copied by the user from the
Defined Reports view
• Designed to keep reports easily accessible
• Same usability features as the Defined Reports
View
Generated Reports View (in a later phase)
• Contains the archive history for a report selected from
the Defined or My Reports Views
– Report content is retrieved from an archive, it is not
regenerated
– Report content is stored read-only in Crystal Reports format
• Print and Preview
• Email
• Export (pdf, Excel, etc)
– Reports are listed in the view with key information
• Sort and Filter by
– Description, Comment, Date generated, User generated
• Search by
– Parameter values, Date generated, User generated
QW Release
• Included in Service Pack 8.01
– Everything you see now
• In a later phase
– My Reports
– Scheduled Reports
– History/Archiving of reports (Generated
Reports View)