AES Basic System Navigation Guide

Transcription

1 AES Basic System Navigation Guide AES University Manual Adaptive Enterprise Solutions

2 8401 Colesville Road Suite 450 Silver Spring, MD Toll Free Voice Fax THIS USER GUIDE IS FOR INFORMATIONAL PURPOSES ONLY, AND MAY CONTAIN TYPOGRAPHICAL ERRORS AND TECHNICAL INACCURACIES. THE CONTENT IS PROVIDED AS IS, WITHOUT EXPRESS OR IMPLIED WARRANTIES OF ANY KIND. Adsystech and the Adsystech logo are trademarks of Adsystech Inc. Microsoft, Windows, Windows Server, and Active Directory are either trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. Other trademarks and trade names may be used in this document to refer to either the entities claiming the marks and names or their products. Adsystech Inc. disclaims any proprietary interest in trademarks and trade names other than its own Adsystech Inc. All rights reserved. Reproductions of this material in any manner whatsoever without the express written permission of Adsystech Inc. is strictly forbidden, for more information, contact Adsystech.

3 TABLE OF CONTENTS Introduction...1 Audience...1 Overview...1 Login...2 First Time Access... 2 Login from Internet Browser In Browser Mode... 2 Login from Desktop Out of Browser Mode... 2 Basics of the Screen...4 Menu Bar...4 File Menu... 4 View Menu... 5 Tools Menu... 5 Toolbar...6 Tabs...7 Panes...7 Role Buttons...9 Working with Bookmarks...9 Create a Bookmark... 9 Recall a Bookmark... 9 Working with the To-Do Bar Working with Data Containers Buttons Fields and Entering Data Right Click Menus Popup Windows Navigating Between Pages Copy/Cut & Paste Working with Grids Answering Question Sets Answer Questions... 15

4 Search Methods Quickly Search for a Customer Search Using an Existing Query Search by Creating a New Query Making Query Available for User Groups Searching for Your Caseload Changing who appears in the Customer dropdown in Services pages Resources APPENDIX 1: Hardware and Server Configuration Recommendations Hardware Configuration Overview Quality of Service & Bandwidth Client Hardware/Software Recommendations... 23

5 INTRODUCTION Adsystech Enterprise Solutions is a centralized web-enabled application that gives your organization the necessary tools to manage your customers as well as associated services and activities. Our nextgeneration software delivers a fully integrated enterprise solution to better serve your needs. This Guide will explain the navigational features of the version 5 and provide guidance to users on how they can easily steer thru the products interface. After reviewing this guide, you will be able to do the following tasks: Access AES thru in browser mode or out of browser mode; Customize the interface options to fit your needs; Use the basic functions to create or modify client records; Use the powerful search tools to find existing clients; Save your workload in progress thru the use of bookmarks; and Access Adsystech Calendaring system (Resource Manager) to manage your case load. AUDIENCE This User Guide is required for all Roles and Users, and is a prerequisite for every other user guide. OVERVIEW This Guide will give you an understanding of the navigation features and how you can modify them to fit the way you work. You will learn the best ways to conduct a Search, how to save and retrieve your work in progress and how to enter your data efficiently. 1 v5.0 3/29/2012

6 LOGIN First Time Access First time Users will be recommended to approve an increase in Storage, select OK. Microsoft Silverlight will ask to increase available your Storage, select YES. Login from Internet Browser In Browser Mode Open your Internet Browser window Enter the URL address provided by your Administrator In Login window, enter User ID and password Click START An additional Group box may appear, if so: Select your User Group Click START again OR Double click User Group name Login from Desktop Out of Browser Mode Notes Internet Explorer, Google Chrome, Firefox are supported. If Silverlight is not installed, see Installing Silverlight. Some Organizations will use the software as an installed program from their desktop instead of through a browser. (For installation information, see Install onto Desktop instructions below) Double click Enginuity icon on desktop In Login window, enter User ID and password Click START An additional Group box may appear, if so: Select your User Group Click START again OR Double click User Group name Notes 2 v5.0 3/29/2012

7 Install onto Desktop Some Organizations will use the software as an installed program from their desktop instead of through a browser. To install the software onto a computer: Right click anywhere on the Login screen Select INSTALL ENGINUITY ON THIS COMPUTER In the popup window, click INSTALL The software is now installed and an Icon labeled Enginuity will appear on your desktop Notes More Options on the left gives choices to add shortcuts on Start menu and Desktop. ADMINISTRATIVE TIP - Deleting Web Site Cache To clear all stored cache and reset for users which may be experiencing trouble, from the initial logon page right click the Adsystech Announcements page to access the Silverlight configuration. In Microsoft Silverlight Configuration popup window, select the Application Storage Tab, select the Adsystech website and click DELETE the OK. 3 v5.0 3/29/2012

8 BASICS OF THE SCREEN Menu bar allows password changes, options 2 Toolbar buttons allow screen refresh, locking system, pane operation 3 Tabs allow switching between application, reports, resource manager 4 Panes three panes: Navigation & To-Do Bar can be hidden, docked, pinned; center always visible 5 Role buttons change available pages in Navigation pane MENU BAR File Menu Change Password Enter Old Password Enter New Password and confirm Click OK Notes Use Cancel to close window without changing password. Log off logs you out of the system and returns to the Login page. Lock Use this function when you must leave your computer and do not want to leave the system up and available; it will hide the screen and show just a window asking for the User password. Enter Password Click UNLOCK After typing Password, system will reopen on Page that was active when Lock was selected 4 v5.0 3/29/2012

9 View Menu Navigation Uncheck to hide the Navigation pane from the screen; check to return Navigation pane to view To-Do-Bar Uncheck to hide from the screen; check to return to the screen Bookmarks Uncheck to hide the Bookmarks pane from the screen; check to return to the screen Current View Information shows Library ID, Module and Page names Tools Menu Options popup window allows options to be set for each User. Click APPLY after changes on each tab: Initial Settings tab Theme select a different theme changing the look of the window Initial Pane Visible check box to have To-Do Bar visible as default Initial Pane Width set default width for the side panes in pixels General tab Maximum Navigation Buttons set the number of Roles to appear as buttons at bottom of Navigation pane (10 buttons are the max) Reset Columns Order for all grids resets any changes made by User to default order of columns Reset All to System Default Navigation Pane tab Change order of Role buttons in Navigation pane o Use MOVE UP and MOVE DOWN buttons to change selected Role button position in list Click RESET to change back to original order Items displayed are Roles that are assigned to this User on User Permission page in Security Manager Resource manager tab Set Number of days to appear in Recent Appointment Time Window on To-Do Bar o The default is 7 days Set Maximum Number of Recent Appointments to show Messenger tab 5 v5.0 3/29/2012

10 Control the body font for alerts and messages for the loged in user. User Alerts & Messages will be displayed using the following settings Data Synchronization tab Data can be synchronized between libraries; for example, if Customer A is active on household page in Central Intake, when the program entry page is opened using the selected Role, Customer A will remain active. Jump to Entry is no longer required. Allow within application role Allow cross application role o For example, keep Customer A active when switching from HMIS to CSBG roles Show message box within application role o Popup window asks permission from User Show message box cross application role All synchronization options will depend on the User s permission to programs. TOOLBAR Refresh refreshes the current screen and updates information, it will also make the first record in the list active o Note the REFRESH button in your browser window will take you back to the Log In screen Lock locks and hides your screen and shows a blank white page with a window to reenter password; you will return to your active page and customer when password is entered Log Off takes you back to the Log In screen Navigation toggles between Navigation pane and Bookmark pane; if pane is closed, it is reopened To-Do Bar toggles between To-Do Bar open and close Add Bookmark adds bookmark to the current page and Customer so you may easily return to this specific place (see Bookmarks section below) Bookmarks toggles between Bookmark pane and Navigation pane; if pane is closed, it is reopened Arrow buttons when multiple records are active, arrows allow scrolling through the active records; for example scroll through active Caseload Customers or Contracts on the Contracts page) Novice Mode turns on Novice Mode, which shows users work flow process (see Novice Mode User Guide for more information) Smart Forms if Customer was entered into system using Smart Forms, this opens original scanned document Ticket opens popup window to submit service ticket (see efactory User Guide for more information) 6 v5.0 3/29/2012

11 TABS The main application will appear in the center section of the screen. If Resource Manager and/or Reports are opened, they will be displayed on additional tabs in the center section. Click the tabs to use that item. If the Application tab is active, it will display the name of the active page; if there is an active Customer, the name will also appear along with Date of Birth in Central Intake or Program name in Services section When Resource Manager or Reports are active, the application tab will reflect the name of the Role being used Resource Manager and Reports will both have an X at the upper right corner to allow closing the tab o You cannot close the application tab PANES Three panes are available, and all can be managed in several ways. The left and right panes may be hidden; the central pane will always be visible. Navigation and Bookmark panes share the left side by default o Navigation Pane lists the available pages click on the page name to open that page o Click to expand the Library and show available, click to close the Library and hide available pages o Bookmark Pane lists any bookmarked Customer pages (see Working with Bookmark section below) o Toggle between the two using View menu NAVIGATION and BOOKMARK buttons in toolbar 7 v5.0 3/29/2012

12 NAVIGATION and BOOKMARKS tabs in the bottom left pane Application, Resource Manager, Reports share the middle section o Click a Tab to switch between the Application, Resource Manager and Reports o If only the Application is open, the tab will show the name of the active page; if there is an active customer, the name will also appear o If Resource Manager and/or Reports is also open, the tab will show the Role name o Use X in upper right corner to close Resource Manager or Reports tabs To-Do Bar is on the right side o Clicking on a date in the calendar opens Resource Manager in the middle pane (see Working with the To-Do bar section below) o Click to view Recent Appointments and/or Tasks o Click to hide Recent appointments and/or Tasks Manage position of panes At the top of the left and right panes, three symbols will help you manage their positions: Dropdown Floating causes the pane to float on top of other sections of the screen Dockable causes the pane to be docked in a permanent position o Defaults to side of page o Arrows will appear on edges of screen, drop the pane where it should stay Auto Hide makes pane a vertical button on the side of the screen, resting the cursor on top of button brings the pane back temporarily; click horizontal pin icon to return the pane to its position Hide causes pane to be hidden; use toolbar button to make visible Pin icon causes pane to auto hide, pin icon will turn horizontal Click horizontal pin icon to return to docked position X causes pane to be hidden (or hides pane); click toolbar button to make visible NOTE: Panes can also be dragged and dropped to the four edges of the interface. 8 v5.0 3/29/2012

13 ROLE BUTTONS One or more Role buttons will be displayed in the Navigation pane, depending on User Permissions. Roles determine which pages appear in the Navigation pane. Click a Role button to see the pages for that Role displayed in the pane o o o The number of buttons displayed in the pane is determined by User Options If there are additional buttons, they will be displayed in a horizontal space at the bottom of the Navigation page, a dropdown at the end of that space will show further available buttons Roles are assigned to Users by Administrators in Security Manager WORKING WITH BOOKMARKS Save your work using Bookmarks. When you return to the Bookmark, it will recall the Page, Customer, User Group and Role used. Note you must still save your work before creating the bookmark. Create a Bookmark While viewing a page with the Customer active: click ADD BOOKMARK from the toolbar to open popup If you have added Folders, use dropdown in Create In: field to select Folder Click ADD Notes Bookmark Name will automatically be visible, including Page name, Program, Customer name, but Bookmark name may be changed. To create a folder to organize your Bookmarks, click NEW FOLDER and name Folder. Bookmark is added to Bookmark pane. Recall a Bookmark Open Bookmark pane with BOOKMARK button or View menu Click desired Bookmark in pane The selected Page and Customer record will open Notes Bookmark pane will show all existing Bookmarks, each item shows Page name, Program, Customer. Hover cursor over Bookmark to see information. 9 v5.0 3/29/2012

14 Copy Link To copy the link (for example, to include in to colleague): While Bookmark popup window is still open, click COPY LINK button Right click existing Bookmark and select COPY LINK Paste the link into an to a colleague Notes If a message appears asking for permission to access your Clipboard, click YES. Open your application, create a new and paste the address into the . When the link is clicked, an Internet Browser will open to the Log In page, the user will need to login with his/her User ID and password, the system will select the same User Group and Role that you used when creating the Bookmark, and open with the same Page and active Customer. Manage Bookmarks Click Bookmarks toolbar button to open Bookmarks pane Right click on any existing Bookmark o Create new folder create folders to manage Bookmarks more easily o Delete removes unneeded Bookmark o Rename renames selected Bookmark o Copy Link copies link for Bookmark (i.e. for use in sending to colleague) WORKING WITH THE TO-DO BAR Click on a Date in the Calendar to open Resource Manager in the middle pane (see Resource Manager User Guide for more information). View Recent Appointments The number of days of appointments showing is determined by Options, Resource Manager tab Click Click View Tasks List Click next to Recent Appointments to open the Appointments section to close Recent Appointments section next to Tasks List to open the Tasks section o Click to close Tasks List section Click ASCENDING to change to Descending and show Tasks in reverse order o Click DESCENDING to change to Ascending and show Tasks in Ascending order Right click on Category to select SHOW IN GROUPS o This sorts Tasks into Categories o Ascending and Descending will change order of Groups and Tasks within Groups Hover your mouse on a Task to see the Subject and Description Create new Task or Appointment Create Task Click NEW TASK Notes A popup window will be displayed. 10 v5.0 3/29/2012

15 Enter Summary, Description, Location Select Category, Status and Duration Click SAVE & CLOSE Create Appointment Right click on the Date and Time in Resource Manager Select NEW APPOINTMENT Enter Summary, Description, Location Select Category and Duration Select Start Date and Time and Resource Click SAVE & CLOSE Schedule and/or Edit a Task This places the Task in the Task List. A popup window will be displayed. This places the Appointment on the Calendar. Notes Open Resource Manager by clicking a date on Change to Day, Week, or Month view by clicking buttons at the Calendar or select Resource Manager Role top of Resource Manager. Navigate to make sure the Date you want to schedule Task is showing Click Task to Schedule Drag to Date and Time in Resource The Task will appear in Resource Manager and will Manager in middle pane disappear from Tasks List. To change Task Duration, click on bottom edge of Task (cursor turns into double arrow) and drag down or up To reschedule Task, click and drag to new Date and/or Time on Resource Manager To delete Task, click on X in right side of scheduled Task To edit Task, right click and select Open o Make changes and click SAVE & CLOSE To change Status of Task, right click and select CHANGE STATUS o In popup window, select new Status and click OK To unscheduled the Task, right click and select UNSCHEDULE o Task will no longer be visible from Resource Manager and it will appear in Appointments section of To-do Bar depending on how many days are set for the Recent Appointment Time Window option WORKING WITH DATA Containers Pages are often split into sections called containers. Each container includes a separate set of data and may have its own set of function button, such as NEW and SAVE. Typically, selecting an item in one container determines what appears in the grid or fields in another container on the same page. Buttons Most pages have buttons that begin or end a process. 11 v5.0 3/29/2012

16 NEW will clear the screen and ready it to add a new customer, activity, etc. o Failing to click NEW prior to entering data may overwrite data currently on the screen SAVE saves any changes that were made to the data o A warning will be displayed if you attempt to navigate to another page without saving your changes Some pages have Icon Buttons, pause the mouse over the button to see a Tool Tip description of its function Buttons may open a new page, such as JUMP TO PROGRAM ENTRY; or they may open popup windows, such as ENTER PROGRAM Fields and Entering Data Each page is made up of smaller controls or fields where data is entered and saved to the database. Each field has a label that describes its use; required fields will be noted on each page. Some of these fields are modifiable; others are system generated and read only. Some fields have a dropdown arrow at the right edge; this indicates that a selection needs to be made from the list that appears after the arrow is clicked o Use the mouse to make a selection or type the first few letters into the field o Some dropdowns also allow typing an entry if the desired choice is not listed o In many cases only the first few letters need to be entered and the remainder of the field fills automatically When entering data use only alpha and numeric characters; no other symbols are allowed since they have other uses in the database (for example # % $). Searches are not case sensitive Press the TAB key on your keyboard to move through each modifiable field until the data entry has been completed or use the mouse to click in each field Many Pages include an area to enter data and a grid (see next page) that displayed entered information for the selected topic When the text of a comments box or grid exceeds the available space, scroll bars will appear to allow easier viewing o Both vertical and horizontal scroll bars are visible when needed Right Click Menus Some pages have right click options; these may include reports or grid exports Some fields have right click ability to Copy & Paste Popup Windows These windows cannot be moved outside of your Internet browser window. Navigating Between Pages Click a page in the Navigation Pane to open a different page; clicking a different Role will display a different set of pages in the Navigation pane 12 v5.0 3/29/2012

17 Most pages in the Central Intake library have a JUMP TO ENTRY button that will open the Program Entry page with the same Customer active Most pages in the Services library have a JUMP TO DEMOGRAPHICS button that will open the household/demographics page with the same Customer active Copy/Cut & Paste Some fields have right click ability to copy, cut and paste. If you need to copy or paste text into a field without right click, use these keyboard shortcuts: CTRL Key + X cuts the text CTRL Key + C copies the text CTRL Key + V pastes the text WORKING WITH GRIDS When information is created and saved, it will often appear in a grid on the page. To select a record, click in the space to the left side of the row o The entire row will be highlighted when selected o A small arrow > will appear in the space to the left of the row If the text in a cell of a grid is too big to fit in the cell, hover your cursor on the cell and the entire text will appear o Column width may be adjusted When the items contained in a grid exceed the available space, scroll bars will appear to allow easier viewing o Both vertical and horizontal scroll bars are used when needed To select multiple record rows, use CTRL or SHIFT keys on your keyboard o CTRL + click to select multiple rows that are not concurrent o SHIFT + click to select the first and last rows of a range of records Sort Customers Appearing in the Grid Click a Column Heading to sort by that item o A small arrow will be visible at the top of the column heading showing the sort order o This sorts Customers on all pages of current listing Click again to sort in the reverse order Click a third time to remove sort Change Columns Width Place cursor at right edge of Column Heading it will turn into a double arrow Drag to right or left until desired width OR double click to adjust to necessary width Revise Column Order Click the Column Heading to move to a different location in the Grid Drag Column Heading to new location 13 v5.0 3/29/2012

18 Save new Column Order Right Click in the Column Heading area Select SAVE COLUMN ORDER o Use RESET COLUMN ORDER to return to default order Columns will remain in this order and size for all future logins. Filter Grid Items To limit the number of records showing: show only specific values: Click on the filter icon in the column you want to filter In the popup window: To show only one or more specific values: o Select the item(s) to use as the filter o Click FILTER To show only values that match specific criteria: o Select the Logical Statement (how to match the values) o These will change depending on values in grid o Enter Value to use o Select additional Filter if needed o Click FILTER To show all values again: o Click CLEAR FILTER After performing a filter, the funnel icon will change to yellow. Group Items in Grid Click the Column Heading to use to group records and drag it to the Grouped by: area above the column headings Records will reorganize into groups Click the up and down arrows next to an item to open or close that listing Multiple items may be used for grouping. In the example shown, Gender and Ethnicity are used for Grouping. Export to Excel Export your search results to an Excel spreadsheet. Only the current page of results will export Right click in grid and Select EXPORT TO EXCEL In Windows Save As window, select the file location and name the new file Now the new file may be opened in Excel. 14 v5.0 3/29/2012

19 ANSWERING QUESTION SETS Questions appear on the bottom of certain pages Program Entry and Exit, Assessment pages, etc. Most pages also have a GROUP dropdown that allows filtering the list of questions. Select the appropriate group so that only the corresponding questions will be displayed. Some Question Grids may also have a COPY button that allows copying the answers from a customer s former question set. Answer Questions Read Question in Question field on left Select or enter Answer in Answer field Press keyboard ENTER key or click NEXT o Use PREVIOUS to return to last question Continue until all questions are answered Click SAVE below Question container Click REFRESH to display all questions after filter Click REQUIRED to display only questions that are required SEARCH METHODS Quickly Search for a Customer Notes All questions and answers will be displayed in grid on right side. Some answers may require more information; use the Comments box to record it. Some questions and answers use logic and may be skipped for certain Customers, but will still be displayed in the grid. Clicking REFRESH also removes all Answers to questions if they have not been saved. Most Listing pages allow searching by entering information into one or more of the fields and clicking SEARCH. The entire item name does not need to be entered, you may find more matches by entering fewer letters; this is often called a fuzzy search Clicking SEARCH with no entry usually produces a list of all available results The wildcard % is available to help broaden searches o For example, typing m%on in the last name field will produce all names beginning with M and including on : Moon, Marton, Mitone, etc If more than one page of results is returned, navigate with arrows that appear at the left bottom of screen or page numbers at the right bottom To remove search criteria and start a new search, click CLEAR When searching for your Caseload, start on the Listing page in Services section; after your search, these Customers will be displayed in the Customer dropdown on all Services pages 15 v5.0 3/29/2012

20 Search Using an Existing Query Select Query in dropdown Click APPLY QUERY Results will be displayed in grid Search by Creating a New Query Notes Click OPEN button to open query fields opens and closes Click + to open condition fields Select item to search For example, First Name, County, etc. Select the Logical Statement to use for For example, Is Equal to, Is Like, Is Less Than, etc. the search Enter Value for Query This is what to match, may be name, county, etc. If additional condition(s) is needed, click + button again Repeat above condition steps until finished with conditions Use (+) to add or remove parentheses to any line Click AND button to change to OR Click TOOLS button to Delete, Insert, Move Up or Down, Switch conditions CHANGE SQL MODE button changes query wording to non-sql language Click CHECK to check query for accuracy Click APPLY QUERY to run query and Results will be displayed in the grid. see results in grid To save Query for later use: Click SAVE QUERY In popup window: Enter Name for Saved Query Select Consent Level o This determines who will have access to Saved Query Click SAVE To delete active Query: Click DELETE QUERY Making Query Available for User Groups Queries may be made available to User Groups. See Security Manager User Guide for instructions. 16 v5.0 3/29/2012

21 Searching for Your Caseload Once you have a group of Customers displayed on the Listing page in the Services section, that same list will be available in the Customer dropdown on all the Services pages; you can also scroll through the Customer records using the arrow buttons in the Toolbar. Open Client Listing page Select or enter one or more of the selections Click SEARCH Notes Active = Yes if you want only active customers. Select your own Program, or leave blank for ALL Programs. Enter Name/Identifier if searching for a specific Customer. Select Staff to limit to just those Customers linked to one login. Matching records will be displayed in the grid. Changing the Active Program for Your Active Customer If your customer has been entered into multiple Programs, you can switch between those Program records, depending on your permissions. Notes From most pages in Services section, Button is located in the top left corner of most pages, at the left click VIEW PROGRAMS edge of Search section. In the popup window: Note each Program shows if it is Active, the Program Start Date, and, if there is one, the End Date. Select the Program to view Click LOCATE Other ways to view programs: To display only the Active Program, click SHOW ACTIVE To display all entries of one specific Program, select that Program and click FILTER BY PROGRAM To display all Programs again, click REFRESH To close window without making any changes, click CLOSE Changing who appears in the Customer dropdown in Services pages Only the active Customer will appear in the Customer dropdown if you searched for the Customer on the page, or came from Central Intake If you searched on the Listings page in the Services section, all Customers displayed on that page will be displayed in the Customer dropdown The three buttons to the right of the Customer dropdown will change who is displayed in the dropdown. To see all Household members and all the programs in which they are currently active, click SHRINK LIST TO CURRENT HOUSEHOLD To see all of your own Customers (you created Central Intake record or enrolled them into program), click SHRINK CUSTOMER LIST FOR CURRENT CASE WORKER To see just those household customers who entered the Program together, click SHRINK LIST TO CURRENT GROUP 17 v5.0 3/29/2012

22 RESOURCES Adsystech SharePoint site, Please contact your administrator if you need access. resources such as Quick Reference Guides and Online Video Guides. 18 v5.0 3/29/2012

23 APPENDIX 1: HARDWARE AND SERVER CONFIGURATION RECOMMENDATIONS Hardware Configuration Overview The following diagram provides an overview of a recommend system configuration. Note: the database server(s) can be scaled to meet capacity demands. Recommended Configuration The following table provides an inventory of servers and associated required software recommendations for implementation. These specifications should be considered in addition to the preference specifications listed below. System Server # Type Server Software Hardware Application Server 1 Windows 2008 R2 IIS 7 X86 or x GHz 2 dual core 4 GB of RAM Database Server 1 Windows 2008 R2 SQL 2008 R2 Std X86 or x GHz 2 quad core 8 GB of RAM Replicated Dbase Server (optional) 1 Windows 2008 R2 SQL 2008 R2 Std X86 or x GHz2 quad core 8 GB of RAM Report Server (optional) 1 Windows 2008 R2 SQL 2008 R2 Std w/ Reporting Services, IIS 7 Data Convert Server (optional) 0 Shared w/ ICR Engine Server ICR Engine Server (optional) 1 Windows 2008 R2 SQL 2008 R2 Std, IIS 7, 3 rd Party ICR n/a X86 or x GHz 2 quad core 4 GB of RAM n/a X86 or x GHz 2 dual core 4 GB of RAM 19 v5.0 3/29/2012

24 Total # of Servers: 5 Tool TBD Note: Additional database servers insure higher reliability and better load balancing during peak periods of user access. All Operating systems should have the latest SP applied. Network design should allow for uninterrupted communication between App, Database, Report and Batch servers. Communication should be capable using the following standard protocols TCP/IP, WIN, DNS, Named Pipes, & NetBIOS. All communication between servers should be designed to be performed on the Local Area Network. Adsystech s Enterprise Solutions Platform (AESplatform ) is a Microsoft Silverlight web based technology that can interface with most of the popular database engines (MySQL, MS SQL Server, and Oracle). The following is a brief description of the system configuration: AESplatform Application Server The application server can be divided into two separate services. Both services can be installed on a single application server or be distributed among multiple servers. Note: the Domain Service utilizes minimal additional resources ONLY during client logon activities. Domain Service The application domain service provides authentication to insure proper security validation to include user access to application services within the local complex. It also manages load balancing for optimum performance by assigning users to the most underutilized application server. Application Services Manages all functional and database communications between the web based client Browser and all other servers (Application, Database, Batch/Report) within the system complex. AESplatform Database Server Typically most AES application implementations separate the enterprise database (client data) from the system configuration database (design data). This greatly simplifies system maintenance. In addition to the above database there are a number of AESplatform maintenance tools that are also installed on this server. AESplatform Replicated Database Server The Replicated Database Server provides a dedicated resource for processing CPU intensive operations such as reports and external data transfers. Although these services could be performed on one of the Database Server, experience has shown that failure to offload such tasks can result in intermittent performance problems during peak reporting and data transfer periods. Report Service 20 v5.0 3/29/2012

25 The AESplatform provides an integrated reporting web service leveraging Microsoft s Reporting Services. It supports on demand and scheduled report delivery in most of the industry standard file formats. External Interface Service Real-time bi-directional service linking common database fields from the State database to external database management systems. In addition, full security authentication is provided for all database transactions batch or real-time protecting against unwanted intrusion into the system. A complete audit trail is stored for all record transactions. Note: additional database servers insure higher reliability and better load balancing during peak periods of user access. Quality of Service & Bandwidth AESplatform Quality of Service & Bandwidth: Your broadband connection is only as reliable as its weakest link. So if you paid for a 3 Mbps connection, but the performance of the connection jumps around from 5 Mbps to 1 Mbps (over time averaging 3 Mbps), you will effectively be limited to 1 Mbps for planning purposes. Because if you deploy an application that needs more than 1 Mbps, that application will fail, because at times it really will not have more than 1 Mbps to use. In other words, it is far easier to deploy a 'race car' (application) on a 'track' (broadband) that is 'flat' (consistent) rather than 'rolling hills' (excellent, then poor, then excellent). Quality of Service (QOS): If these graphs represent typical download rates over time from two different broadband Internet providers, both providing an average of 3 Mbps, which service provider should get the higher quality of service rating? 21 v5.0 3/29/2012

26 The first provider (A) should win hands down and that is the basis for the Quality of Service measurement. Being able to provide a consistent download capacity is what quality of service is all about. The Quality of Service measurement is a very simple calculation: minimum speed = Quality of Service maximum speed which is just the minimum speed observed during a large download divided by the maximum speed observed, resulting in a percentage number from 0 (worst) to 100 (best). The higher the percentage, the better the quality of service, variation in the download rate is undesirable and is penalized (resulting is a lower percentage number). Please note that the QOS percentage is independent of line speed. 22 v5.0 3/29/2012

27 Client Hardware/Software Recommendations Compatible Operating Systems & Browsers: Operating Systems IE 9 IE 8 IE 7 Firefox 4+ Chrome 11+ Windows Vista X X X X X Windows 7 X X X X Windows XP SP2, SP3 X X X X Macintosh OS (Intel based) X X Minimal Microsoft Requirements: Windows Mac.NET 2.0 SP2 MS Silverlight 4.0.NET 3.0 SP2.NET 3.5 SP1 MS Silverlight 4.0 Install Silverlight on a Desktop Silverlight must be installed on the computer before using. To install: Open Silverlight Installation website: Click CLICK TO INSTALL Select SAVE and save to desktop Double click Silverlight.exe file on desktop to start installation Click RUN You will be prompted to read License Agreement and Privacy Statement; When ready, click INSTALL NOW Notes You may be prompted for security permissions. You may need to restart your browser when complete. Minimal Hardware Requirements: Components Windows Macintosh (Intel-based) Requirement X86 or x gigahertz (GHz) or higher processor with 1 GB of RAM 1 GB Memory & 10 GB free disk space 10/100 Network Interface Card 1280 by 800 pixels Screen resolution Intel Core Duo 1.83-gigahertz (GHz) or higher processor with 1 GB of RAM 23 v5.0 3/29/2012

28 1 GB Memory & 10 GB free disk space 10/100/1000 Network Interface Card 1280 by 800 pixels Screen resolution Minimal Bandwidth Requirements: Required Preferred 128 kbps Upload Speed 1.5 Mbps Upload Speed 768 kbps Download Speed 3 Mbps Download Speed 75% QOS 90% QOS Minimal Swipe Card Hardware/Software: Required Preferred Any USB DDC Barcode Scanner Unitech MS335-1G Barcode Scanner Fargo DTC400e Card Printer Fargo DTC550 Logitech QuickCam Logitech Webcam C905 Minimal Smart Form Hardware/Software: Required Preferred Epson GT-S50 Scanner Kodak i2400 or Fujitsu fi-5530 or Fujitsu fi-6140 MS Access Dbase Engine 2010 MS Access 2010 Any color printer Any color printer Note: All Operating systems should have the latest SP applied. Network design should allow for uninterrupted communication between App, Database, Report and Batch servers. Communication should be capable using the following standard protocols TCP/IP, WIN, DNS, Named Pipes, & NetBIOS. All communication between servers should be designed to be performed on the Local Area Network. 24 v5.0 3/29/2012