OMNITRACKER OMNITRACKER Dashboard Manual The OMNINET Problem and Request Tracking System

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
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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
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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
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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.
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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
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Using OMNITRACKER Dashboard
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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
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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
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