NetProfiler Web Based Functions Document Version 1.03

Transcription

1 NetProfiler Web Based Functions Document Version 1.03 When you purchase NetProfiler an information sheet is included for you to fill out. This gives X-Rite the information needed to create an organization, administrative user and to make sure the instruments you want to profile are added to your root organization. Once you have received your organization alias and admin user you then have the ability to log into the website and create new admin or user accounts, create sub-organizations if needed, manage your instruments, and view reports. To access the website you can NetProfiler and go to the Reports menu then click on View Reports from Web. Or from any computer you can go to the website The website will ask for your user id, password and organization alias. The user id and password is the same as the user id and password you use to run the NetProfiler software. If you forget your organization alias you can run NetProfiler software and to go Setup menu then to Station Information. This will show your organization alias. When logged in you will have seven options down the left side. Instruments: The Instruments option allows Administrator Security Level users the ability to move, restrict, share or un-share instruments. If you have created sub-organizations (discussed later in this manual) you may move an instrument from one location to another location in the NetProfiler System. The sub-organization that receives the instrument in the move is now responsible for the instrument's data. X-Rite will add instruments into your root organization only. It is your responsibility to manage sub-organization with user id and instruments. 1 Moving Instruments. To move an instrument within the NetProfiler System, perform these steps: b Choose the organization or sub-organization where the instrument to move is located. Click on the down arrow for the organization list box to scroll through the organizations if needed. The organization's instrument list appears. c Locate the instrument that you wish to move. d Click on the box in the Select column for the instrument. A check appears. e Change the organization listed at the top of the Instrument page to the organization where you wish to move the instrument. f Click on the Move button at the bottom of the list. The instrument is now listed with the instruments for the organization where the instrument moved. 2 Restricting Instruments. If an instrument in your organization should no longer be profiled you can restrict the instrument from being profiled. To restrict an instrument, perform these steps: Refer to Moving and Restricting Instruments for a picture of this page. b Choose the Organization where the instrument to restrict is located. Click on the down arrow for the Organization list box to scroll through the organizations if needed. The organization's instrument list appears. c Locate the instrument that you wish to restrict. d Click on the box in the Restrict column for the instrument. A check appears. The instrument is now listed as Restricted. The instrument will not be allowed to profile in the future. However, the past profile data is still in NetProfiler. Page 1 of 6

2 3 Sharing Instruments. If another organization would like to view the performance certificate for one or more of your instruments, you may "share" your instrument. This may also be referred to as a "Trust Relationship". Sharing an instrument's certificate of performance might be helpful if you are supplying another organization with color services or a product whose color integrity is important. By sharing the instrument profile information you can demonstrate that you are consistently profiling your instruments and that they are producing quality measurements. Users at the shared organization will only have the ability to view the performance certificates. They can not profile or perform any other administrative function on your instrument. Prior to sharing your instruments, you should have the organization alias of the organization(s) you wish to share your instruments with. You may share your instrument(s) with more than one organization. To share your instrument, follow these steps: b Choose the Organization where the instrument to share is located. Click on the down arrow for the Organization list box to scroll through the organizations if needed. The organization's instrument list appears. c Locate the instrument(s) that you wish to share. d Click on the boxes in Select column. A check appears in the box. You may select more than one instrument to share. e f Click on the Share button. Type in the Organization Alias of the organization that will share your instrument. Use a comma to add multiple organization aliases. For example, XYZMFG, NECOLOR, USCORP7. Click Add Shares. This will add shares to any existing shared organization(s). g Verify that the organization(s) are now shared. Click on the instrument serial number on the Manage Instruments Page. Click on the Share List button. Any organizations that share the instrument are listed. 4 Un-sharing Instruments. To un-share or remove a share relationship between an organization and your instrument, follow these steps: b Choose the Organization where the instrument to share is located. Click on the down arrow for the Organization list box to scroll through the organizations if needed. The organization's instrument list appears. c Locate the instrument that you wish to un-share. Click on the instrument's serial number. The Manage Instrument page appears. d To remove all of the organizations that share the instrument, click on the box Select All. To remove one or more organizations from sharing the instrument, click on the box in the Unshare column for the organization(s). Then click the Unshare button. Organizations: The Organizations option allows Administrator Security Level users the ability to add, manage (update organization name) and delete sub-organizations. 1 Adding Organizations. Use the Add option from the Organizations Main Menu to add new Organizations to the NetProfiler System. Any organization you add is a Sub-Organization of an existing Root Organization. Only an X-Rite customer success team memeber may add a Root Organization. To add an Organization to your NetProfiler System, perform these steps: b Click Add from the Organizations sub-menu. The Add Organizations page appears. c Choose the Root Org ID for the new Organization. You must associate the new organization with an existing Organization. Page 2 of 6

3 d Type in an Alias for the new Organization. The Alias could be the short abbreviation for the Organization if the Name had many characters to type. The maximum length for the Alias is 15 characters. Use only letters and number. Do not use special characters such or ) in the name of the organization alias. e Type in the Name of the Organization. Be as descriptive as possible. You may use up to 50 characters for the Organization Name. Click on Clear Form to start over with the Org. Alias and Name entries.6. Click on Add Organization. The new Organization is now listed among the existing Org ID's. 2 Managing (Updating) Organizations. Use the Manage option from the Organizations Main Menu to update an Organization Name. To Update an Organization Name in your NetProfiler System, perform these steps: b Click Manage from the Organizations sub-menu. The Manage Organizations page appears. c Choose the Root Organization for the organization whose name you wish to change. d Type in the sub-organization name in the Search For box, choose the first letter in the Organization Name in the alphabet list, or choose ALL to get the complete list of all the Sub/Root Organizations. e When any organizations are found that satisfy the search criteria, they appear in a list on the f Manage Organizations Page. Click on the sub-organization alias or name in the list whose name you wish to change. The organization name appears for editing. Make the changes and click on Modify Organization button. Your changes are updated to the organization list. You may not modify the alias name. 3 Removing (Deleting) Organizations. Use the Remove option from the Organizations Main Menu to delete an Organization from the NetProfiler System in the event the organization no longer exists. To Remove an Organization from your NetProfiler System, perform these steps: b Click Remove from the Organizations sub-menu. The Remove Organizations page appears. c Choose the Root Organization for the organization that you wish to remove. d Either type in the Sub-Organization name in the Search For box, click on the first letter of the Name in the alphabet list, or choose ALL to get the complete list of all sub-organizations. e When any organizations are found that satisfy the search criteria, they appear in a list on the Remove Organizations Page. Remove Organizations Confirm Deletion Page. f Click on the box in the Del column for the Sub-Organization in the list that you wish to remove. Then type in YES in the Type Yes to confirm box. Tip: You must type Yes exactly as it is shown here: capital Y, lower case e s. g Click Remove. A warning message appears. You have requested to remove organizations from the system. This action CANNOT be undone. h Click OK to verify you have read the warning. A second warning appears to confirm the deletion. Are you sure you want to remove the selected organization(s)? i Click OK to confirm the deletion. A message appears similar to the following to confirm the organization was deleted: Organization: xxx deleted! Users: The Users Option allows Administrator Security Level users the ability to add, manage (update user name) and delete users. To use the User Option, choose User from the NetProfiler Main Menu. The Manage User page appears. Page 3 of 6

4 1 Adding Users. Use the Add option to add Users to the NetProfiler System. Any user you add must be associated with an existing organization. The users you add will be given a User security level. To Add a user to your NetProfiler System, perform these steps: b Click Add from the Organizations sub-menu. The Add Organizations page appears. 3. Type in the following information for each user you add: i Last Name ii First Name iii User ID (maximum 8 characters) The User ID must be unique within your organization. iv Password v address c Choose the Organization to which they belong from the drop down list box. d Choose the Security Level: either Admin or User. i User security level can view and print reports. And update their own User profile information with changes such as User name and password or address. Changes are not allowed to the User ID. ii Administrator security level can, view and print reports, create user ID's and suborganizations, move instruments from the responsibility of one organization to another, restrict access to an instrument that is no longer being used, and broadcast messages to users within an organization. e Click Add User. The user is added to the NetProfiler System and is associated with the organization you indicated. 2 Managing (Updating) Users. Use the Manage option from the Users Main Menu to update a User's information. You can also disable a user from temporarily using the NetProfiler System. a Choose Users from the NetProfiler Main Menu. The Users page appears and the Users submenu appears with three options: Add, Manage, and Remove. b Click Manage from the User sub-menu. The Manage Users page appears. c Type in any changes you have to the following information. User Last Name, First Name, Password, and address. Change the Security Role if needed by clicking on either radio button for User or Admin Security privileges. You and X-Rite can not see existing passwords. If a password is forgotten the only option is to update the user with a new password. d Click Save to save your changes to the user information. Reports: Use the Reports Option to view a Certificate of Performance for a specific instrument (referred to as a "Single Instrument Report") or view the Network Summary report for a group of instruments (referred to as a "Group Instrument Report"). To use the Reports Option, choose Reports from the NetProfiler Main Menu. The Reports page appears. 1 List instrument for reports. To use the reports option you will need a list of instrument(s). Highlight an organization from the Organizations list. Use the up and down scroll arrows if needed to find your organization. To select multiple organizations in the list press the CTRL key and clicking on individual organizations. Select All Organizations to get a list of all instruments in your organization and all sub-organizations. Click the List Instruments button. All of the instruments for the chosen organization will appear. The serial number will have a red asterisk * indicating that the instrument is shared from another organization. 2 Viewing a Single Instrument Report. Use this option to view a Certificate of Performance for a specific instrument. Throughout the reports options you will see the instruments specific Serial Page 4 of 6

5 Number. Whenever the Serial Number is underlined you may click on it and view the certificate of performance for that instrument. 3 Viewing a Group Instrument Report. Use this option to view a Network Summary Report- a report for a group of instruments within the selected organization(s). You can filter specific model or series of instruments by clicking on the Advanced Report box. A check appears and the advanced filter options appear. a Choose a Group By option to group instruments for the report: Choose Model to group by instrument model. All instruments will be grouped in the report by instrument model, for example all CE-7000A's are listed together. b Choose Series to group instruments within series, such as 7000 Series instruments. Not all instrument models have a series Series includes both 7000A and 7000 instruments. c Filter the list of instruments within the model or series further by using the Filter By box. Uncheck any group or series whose reports you do not want to view. d Click the List Instruments button. The instruments are grouped, filtered and then listed according to the options you chose. e Locate the instruments that you wish to report on. f Click on the box in the Select column for the instrument. A check appears. There is a Select All Instruments at the bottom of the list. g Click on Network Summary button to get a summary report for selected instruments. Network summary report shows: i Certification icon. Green indicating it passed the last certification and red indicating it failed the last certification. You can double click on the icon to get a window with the test results. ii Certification date. Will show the date and time of the last certification. The date and time is the date and time set on the computer running the test. The date/time will be written in black if the certification is 0-30 days old, orange if the certification is days old, red if the certification is 45+ days old, or gray if the certification was performed on a machine whose date was set to a future date. iii Certifier Name. The last and first name of the user id used to run NetProfiler. iv Serial Number. The serial/prom number of the instrument profiled. Click on the serial number to get the complete individual certificate of performance. v Model Name. Shows the model of instrument. Average performance will be shown for each series of instruments. vi Organization. Will show the full organization name of the instrument. vii SCI De. Will show the specular condition included un-profiled (before) and profiled (after) average De for each instrument. For instruments that have not been profiled specular included an N/A will be showing. And for instruments that can not perform SCI such as 45/0 instruments it will show --. SCI De will not show on your network summary report if none of the instruments selected have data for SCI. viii SCE De. Will show the specular condition excluded un-profiled (before) and profiled (after) average De for each instrument. For instruments that have not been profiled specular excluded an N/A will be showing. And for instruments that can not perform SCE or only performed SCI certification it will show --. SCE De will not show on your network summary report if none of the instruments selected have data for SCE. Messages: Broadcasting and Managing Messages. The Messages Option allows Administrator Security Level users the ability to broadcast (send to many users) and manage (read, save or delete) existing messages. To use the Messages Option, choose Messages from the NetProfiler Main Menu. The Page 5 of 6

6 messages appear in the "Message Board" area (area below the NetProfiler graphic) of the NetProfiler Main webpage. Users will only see the messages once they have logged into the NetProfiler website. Messages are not ed. 1 Broadcasting Messages. The Broadcast Messages option is helpful when you need to post a message to all of the users in one of your NetProfiler organization, sub-organizations or within all your NetProfiler organizations. An example of a broadcast message might be when you need to remind other users that profiling of a certain series of instruments must be done prior to a certain date. The To broadcast a message, follow these steps. a Choose Messages from the NetProfiler Main Menu. The Messages page appears and the Messages sub-menu appears with two options: Broadcast and Manage. b Click Broadcast from the sub-menu. The Broadcast Message page appears. c Choose the method of posting the message. Click on the radio button for either, This Organization Only: to post the message to your own organization or Specified Organization: to post the message to a specific sub-organization of your Root organization. d Type in a Subject and a Body (actual message text). e Choose an expiration time for the message: One Day, One Week, Two Weeks, or One Month. After this time period the message will automatically be deleted and will not require any action on your part to delete it. f Choose the organization that should receive the message. The list of possible organizations to send the message to is based on the posting method you chose in step 3. Choosing a posting method of "This Organization" means that you will only send the message to your current organization. Choosing a posting method of "Specified Organization" means that all of the suborganizations for your Root organization are listed in the Organization list. g When you have proofread the message and are ready to send it, click on the Add Message button. 2 Managing Messages. The Manage Messages option is helpful when you have posted a message that needs to be updated or is no longer needed and you want to delete it. To Manage a message, follow these steps: a Choose Messages from the NetProfiler Main Menu. The Messages page appears and the Messages sub-menu appears with two options: Broadcast and Manage. b Click Manage from the sub-menu. The Manage Message page appears. c Update any message in the list by clicking on the author's name or the subject line. The Update Message page appears. d Type in any change to the text in the Subject or Body or reset the expiration time frame. e Click Update. Your changes are reflected in the message. Logout: Logging Out of NetProfiler. If you want to log out of the NetProfiler Web Based Functions choose the Logout option on the Main Menu. You are then logged out of the system. The NetProfiler Log In page appears ready for you to log back in to the system. Page 6 of 6