OMNITRACKER The OMNINET Problem and Request Tracking System OMNITRACKER Dashboard Manual Version 10.3 (build 6122) (C) Copyright 1996-2014 by OMNINET GmbH OMNITRACKER Dashboard Manual © 2014 OMNINET GmbH Information in this document is subject to change without notice and does not represent a commitment on the part of OMNINET® GmbH. The software described in this document is furnished under the software license agreement distributed with the product. The software may be used or copied only in accordance with the terms of the license. The purchaser may make one copy of the software for a backup, but no part of this user manual may be reproduced, stored in a retrieval system, or transmitted in any form or by any means electronic or mechanical, including photocopying and recording for any purpose other than the purchaser?s personal use, without prior written permission from OMNINET® GmbH. Printed: Juli 2014 in Germany (C) Copyright 1996-2014 by OMNINET GmbH All Rights Reserved. OMNITRACKER and OMNINET are registered trademarks of OMNINET® GmbH. Microsoft, Windows, Win32, Windows NT, Windows 95, Visual Basic® , Visual C++ are registered trademarks of Microsoft Corporation. Other brand and product names are either trademarks or registered trademarks of their respective holders. Contents 3 Table of Contents Foreword 0 Part I Introduction 6 Part II Using OMNITRACKER Dashboard 8 1 Starting ................................................................................................................................... OMNITRACKER Dashboard 8 2 Command ................................................................................................................................... line parameters 9 3 Adding ................................................................................................................................... a new report 9 4 Report ................................................................................................................................... view 10 5 Report ................................................................................................................................... properties dialog 13 Index © 2014 OMNINET GmbH 15 Part I 6 1 OMNITRACKER Dashboard Manual Introduction Introduction What is OMNITRACKER Dashboard? OMNITRACKER Dashboard is a tool for displaying vital data about your OMNITRACKER environment at a glance. You can choose reports from your OMNITRACKER server to be displayed side by side in one window and have them refresh in arbitrary intervals. For example, if you are the manager of a customer support department, you can watch a pie chart of your department's requests grouped by their state in one window while having line charts of the utilization for each member of your team in other windows. © 2014 OMNINET GmbH Part II 8 OMNITRACKER Dashboard Manual 2 Using OMNITRACKER Dashboard 2.1 Starting OMNITRACKER Dashboard Starting OMNITRACKER Dashboard In order to user OMNITRACKER Dashboard, Crystal Reports Runtime Components 2008 have to be installed on your computer. Reports created with version XI can be displayed nevertheless. When OMNITRACKER Dashboard is launched for the first time or if there is no login data saved in the registry, the OMNITRACKER Dashboard login window will pop up. Enter your OMNITRACKER user name in the "Login" field and your OMNITRACKER password in the "Password" field. Check the "Save password" box to have your login data saved in the registry. The password will be saved encrypted. If you do so, you won't have to enter your login data the next time you run OMNITRACKER Dashboard. You can remove the login data from the registry later by choosing File -> Change Login. Click on Options-button to open the dialogs extension. At the bottom of the dialog the controls to choose the connection profile appear. The behaviour is the same as in the OMNITRACKER client © 2014 OMNINET GmbH Using OMNITRACKER Dashboard 9 dialog. If you have started OMNITRACKER Dashboard before and had report frames open, these frames will open again. However, if the respective reports have been deleted in the meantime in the OMNITRACKER server, the reports will of course not be loaded again. In this case, you are informed that the saved report has been deleted from the registry. If there are no open reports from the previous session, the "New Report" dialog will appear next. 2.2 Command line parameters OMNITRACKER Dashboard supports the following command line parameters: 2.3 /h name Hostname of the OMNITRACKER Server /o num Port number of the OMNITRACKER Server /u name User name /p pwd Password /t Use Windows credentials. If /t is specified, /u and /p are ignored. Adding a new report Adding a new report If you start OMNITRACKER Dashboard for the first time or if there are no recent reports saved, the "New report" will pop up. © 2014 OMNINET GmbH 10 OMNITRACKER Dashboard Manual On the left, there is a tree view displaying the folders you can also see in the OMNITRACKER client due to your access rights. If you select one of these folders, the list of report tasks that are defined in this folder is displayed. Only the reports which obtain their input data from a filter are shown, not the ones which display reports on the currently selected objects. Choose one of them and click on "OK". You can define a zoom factor using the dropdown list located top left and a refresh interval, this is the time that has to expire until the report is refreshed automatically. Clicking "Cancel" closes the dialog without opening a report frame. 2.4 Report view Report view If you have opened one or more reports to watch, the screen you see will look a bit like this: Layout © 2014 OMNINET GmbH Using OMNITRACKER Dashboard 11 You see all the reports you have opened and you can move them around in your window to fit your needs. The behaviour is the same as in common multi-document applications. In the windows' title bars, the following information is displayed: Name of the report, last refresh time, refresh interval Windows description Toolbar New Report (Ctrl + N) Opens the "New Report" dialog Save as (Ctrl + S) Saves the currently active report to a file Properties Opens the "Report Properties" dialog (only available if there is a report active) Print (Ctrl + P) (only available if there is a report active) © 2014 OMNINET GmbH Prints the currently active report 12 OMNITRACKER Dashboard Manual Full screen (F9) Switches to full screen mode. Press F9 or Escape to exit full screen mode. Refresh Refreshes the currently active report Help (F1) Opens this help file File Menu New... Opens the "New Report" dialog Save as... Saves the currently active report to a file (only available if there is a report active) Print... Prints the currently active report (only available if there is a report active) Print setup... Opens the Crystal Reports "Print setup" dialog (only available if there is a report active) Change login... Opens the login dialog and allow you to change your login name. Closes all open reports if successful. Exit Closes OMNITRACKER Dashboard When closing the application, all currently opened report windows including their positions and sizes will be saved. Edit Menu Properties Opens the "Report Properties" dialog (only available if there is a report active) View Menu (only available if there is a report active) © 2014 OMNINET GmbH Using OMNITRACKER Dashboard 2.5 13 Full screen Switches to full screen mode. Press F9 or Escape to exit full screen mode. Refresh Manually refreshes the currently active report. Report properties dialog Report properties dialog In this dialog, you can set the default display options, which will be used for all currently open reports. Layout You can choose a new zoom value in the upper combo box and a new refresh interval in the lower edit field. Click "OK" to confirm or "Cancel" to discard. Changing the refresh interval will cause the report to refresh immediately. © 2014 OMNINET GmbH Index Index -CCommand line parameters 9 -IIntroduction 6 -NNew report 9 -OOMNITRACKER Dashboard -RReport properties dialog Report view 10 -SStarting 8 © 2014 OMNINET GmbH 13 8 15
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