IBM TRIRIGA Application Platform Version 3.3. Graphics User Guide. Copyright IBM Corp i

Transcription

1 IBM TRIRIGA Application Platform Version 3.3 Graphics User Guide Copyright IBM Corp i

2 Note Before using this information and the product it supports, read the information in Notices on page 33. This edition applies to version 3, release 3, modification 0 of IBM TRIRIGA Application Platform and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright International Business Machines Corporation 2011, All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents ABOUT THIS GUIDE... 1 Conventions... 1 Intended Audience... 1 Prerequisites... 1 Support USING THE GRAPHICS SECTION... 2 Graphics Section Setup... 2 Graphics Section Toolbar... 2 Context Drop-Down Menu... 3 Ribbon Menu... 4 Exporting a Graphic... 4 Toggling Layers... 4 Applying Themes... 4 Applying Labels... 5 Applying Graphic Reports... 5 Modifying Display & Legend Preferences... 5 Resetting Default Theme... 7 Right-Click Menu GRAPHICS MANAGEMENT TOOLS... 9 Accessing Graphics Management Tools... 9 Managing Label Styles Adding a Label Style Modifying a Label Style Deleting a Label Style Applying a Label Style via a Graphics Section Managing Label Filters Adding a Label Filter Modifying a Label Filter Deleting a Label Filter Applying a Label Filter via a Graphics Section Managing Graphics Section Themes Copyright IBM Corporation 2011, 2012.

4 Adding a Theme Setting a Theme as Default Modifying a Theme Deleting a Theme Applying a Theme via a Graphics Section Managing Layers Filtering & Excluding Layers Toggling Layers via a Graphics Section GRAPHIC REPORTS Accessing Graphic Reports Managing Graphic Reports Creating a Graphic Report Running an Existing Graphic Report as a Standard Report Applying a Graphic Report via a Graphics Section OTHER GRAPHICS CONSIDERATIONS Graphics Section Logging Graphics Section Branding Linked Query Section Linked Availability Section Special View Menu Bar Location via Platform Upgrade Drawing Entity Support INDEX Copyright IBM Corporation 2011, 2012.

5 About This Guide The purpose of this guide is to provide an understanding of the graphics tools from IBM TRIRIGA. Conventions This document uses the following conventions to ensure that it is as easy to read and understand as possible: Note A Note provides important information that you should know in addition to the standard details. Often, notes are used to make you aware of the results of actions. Tip A Tip adds insightful information that may help you use the system better. Attention An attention notice indicates the possibility of damage to a program, device, system, or data. Intended Audience The target audience for this guide includes users of graphic reports and Web graphics. Additionally, CAD Integrator users, anyone who uses the system to manage spaces (including move/add/change processes), and anyone who implements, configures, or administers the components of the application related to these processes. The guide focuses on the mechanics and functional use of the IBM TRIRIGA application. It does not include detailed discussion or training on customization, designing, development or the mechanics of IBM TRIRIGA Application Platform. Prerequisites This guide assumes the reader has a basic understanding of IBM TRIRIGA Application Platform and the fundamental concepts required to operate the web-based IBM TRIRIGA system. Support IBM Software Support provides assistance with product defects, answering FAQs, and performing rediscovery. View the IBM Software Support site at Copyright IBM Corporation 2011,

6 1. Using the Graphics Section The IBM TRIRIGA Graphics Section is a flexible, portable platform component that can be configured to facilitate customizable graphical reporting and interaction that drives application logic, where none of the logic needs to be hard coded or static. This flexibility is in part enabled by the vector graphics engine that drives the section. Because of the nature of vector graphic rendering in browsers, the graphics section is not intended to serve as a replacement for CAD applications, such as AutoCAD and MicroStation, or standard CAD viewers, such as Design Review. If you are viewing or manipulating a large amount of complex layers at the same time, use those applications. For rendering and runtime performance of the Graphics Section, it is best to start simple, loading graphics with only the attached layers and a few simple identifying layers if necessary. The layers loaded on initial display can be modified using a Layer Configuration record; IBM TRIRIGA ships with two of these records active, which turn off reference file layers and any layer with an entity count greater than This chapter provides a detailed look at the functionality delivered with the IBM TRIRIGA Graphics section and includes the following discussions. Graphics Section Setup Graphics Section Toolbar Context Drop-Down Menu Ribbon Menu Right-Click Menu Graphics Section Setup Note Your browser must have the Microsoft Silverlight add-in to render web graphics in the IBM TRIRIGA system. When you first attempt to display a web graphic, you are prompted to download and install Silverlight before the graphic appears. Note The CAD Integrator Publish command publishes a single format, DXF, to the server. When publishing is complete, the server processes the DXF file and stores the geometry data needed to render the drawing. For more information, search for DXF or Publish command in the IBM TRIRIGA 10 Information Center. Note Users with existing SVG or DWF graphics must republish their drawings using CAD Integrator Batch Process or command-line lisp routines. CAD Integrator also enforces that linked entities reside on their correct layer as per the Layer Manager definition. For example, if an attached space polyline was moved to layer 0 and it is still attached, it will now get moved back to the defined trispace layer on Sync or Publish. This is being enforced to assist in processing the DXF for display and reporting. For more information, search for CAD batch process in the IBM TRIRIGA 10 Information Center. Graphics Section Toolbar To access a Graphics section, open the record whose Graphics section you want to view. When the web graphic appears, the Graphics section toolbar is displayed in the upper right corner of the section. Copyright IBM Corporation 2011,

7 Toolbar Button Description Select This button enables Select mode. Clicking a single attached entity selects it. Clicking the entity again clears it. Select Window This button enables Select Window mode. You can draw a window (rectangle) to select a set of attached entities at once. Further selection adds to the selection set. When the Graphics section is linked to a single select query section, this button is disabled. Clear Selections This button clears the selection of all currently selected attached entities. Show Details This button enables Show Details mode. Clicking an attached entity opens its linked record in a new window, but will not select the entity. Show Tooltip This button enables Show Tooltip mode. Hovering over an attached entity displays its tooltip. Note When you select a theme with a hover label style, Show Tooltip mode is automatically enabled. Otherwise, when you select a theme without a hover label style, this button is automatically hidden. Pan This button enables Pan mode. Clicking and dragging the drawing pans it within the viewing frame. Tip You also can activate Pan mode via the [Ctrl] key. Zoom In This button zooms the drawing in from the center of the view. Tip You also can activate Zoom In via your mouse scroll wheel, if available. Zoom Out This button zooms the drawing out from the center of the view. Tip You also can activate Zoom Out via your mouse scroll wheel, if available. Zoom Window This button enables Zoom Window mode. You can draw a window (rectangle) that zooms the drawing to the specified ratio. Fit View This button fits the full extent of the drawing within the Graphics section. Context Drop-Down Menu When the Graphics section is linked to a Query section and more than one graphic is found for the results, the toolbar also displays a context drop-down menu to the right of the Menu button. When the web graphic appears, click the context drop-down menu to select the desired parent record. A Copyright IBM Corporation 2011,

8 bidirectional link also exists between the selection of items in the Graphics section and the corresponding items in the Query section. Ribbon Menu When the web graphic appears, click the Menu button in the upper left corner of the section to open the ribbon menu. The ribbon menu offers the following functionality. Exporting a Graphic Toggling Layers Applying Themes Applying Labels Applying Graphic Reports Modifying Display & Legend Preferences Resetting Default Theme Exporting a Graphic To Export a Graphic Step 1 From the ribbon menu, click Export to generate a PDF file by default. Otherwise, click the down arrow to choose between generating a PDF or PNG file. PDF Portable Document Format (PDF) is a widely used, easily exchangeable format that has inherent printing capabilities. The PDF export is generated in vector format, which allows the user to zoom into the graphic from within the PDF viewer and print the current view without losing fidelity. This vector scalability also allows printing to large paper sizes (for example, a plotter) while still keeping the graphic elements crisp. PNG Portable Network Graphics (PNG) format is provided as a quick image export, tailored towards the need to insert a screenshot into a document or . Since this format is not scalable, it is not ideal for high-quality printing. Step 2 Click Open to view the file. Or click Save to save the file. Toggling Layers To toggle layers on or off, see Toggling Layers via a Graphics Section. For more information about layers, see Managing Layers. Applying Themes To apply a theme, see Applying a Theme via a Graphics Section. For more information about themes, see Managing Graphics Section Themes. Copyright IBM Corporation 2011,

9 Applying Labels To apply a label style, see Applying a Label Style via a Graphics Section. For more information about label styles, see Managing Label Styles. To apply a label filter, see Applying a Label Filter via a Graphics Section. For more information about label filters, see Managing Label Filters. Applying Graphic Reports To apply a Graphic report, see Applying a Graphic Report via a Graphics Section. For more information about Graphic reports, see Managing Graphic Reports. Modifying Display & Legend Preferences Note The Preferences dialog box is only used to modify preferences while the graphic is being viewed. The defaults used are derived from the currently applied theme. For more information about themes, see Managing Graphics Section Themes. To Modify Display & Legend Preferences Step 1 From the ribbon menu, click Preferences to open the Preferences dialog box. Step 2 Review the Preferences dialog box. Copyright IBM Corporation 2011,

10 To Modify Display & Legend Preferences Step 3 Modify one or more of the following Display preferences. Select the color from the color palette dialog box. Background Click this color swatch to set the background color (behind the graphic). Highlight Click this color swatch to set the highlight (or assigned) color. Default Click this color swatch to set the default (or unassigned) color. The default color is used for every linked entity that is not currently using the above highlight color. Selectable Click this color swatch to set the selectable color of the available entity. Selected Click this color swatch to set the selected color. This color appears when you click a linked or highlighted selectable entity. Note The Selectable color is only available when the Graphics section is linked to either an Availability section, or a Query section with a query type of Reserve. Tip Be aware that the use of the Highlight color can vary depending on the context in which the Graphics section appears. Standalone For a standalone Graphics section, where you are viewing a graphic that was published directly to a particular record, all of the linked entities show the Highlight color. Association - When viewing a graphic by association, only the current record shows the Highlight color. For example, viewing a Space graphic shows you the Space highlighted within the context of the parent Floor graphic. Linked Query Section - When the Graphics section is linked to a Query section, only those linked entities that are also a part of the linked query results show the Highlight color. Linked Query Section (Reserve) When the Graphics section is linked to a Query section with a query type of Reserve, the result is similar to the Linked Query Section, except that the availability criterion is not applied. This is important because a Reserve Query section filters out entities that are not available. Linked Availability Section When the Graphics section is linked to an Availability section, only those linked entities that are also a part of the linked availability results show the Selectable color (if available) and the Highlight color (if unavailable). Copyright IBM Corporation 2011,

11 To Modify Display & Legend Preferences Step 4 Modify either of the following Legend preferences. Display Select or clear this box to set whether or not the legend appears when a Graphic report is applied. For more information about Graphic reports, see Managing Graphic Reports. Scale Enter a number to set the percentage scale of the legend. This scale allows you to adjust the legend size while the graphic is being viewed. Step 5 Click Apply to apply your changes. The Preferences dialog box closes. Resetting Default Theme To Reset Defaults Step 1 From the ribbon menu, click Reset Defaults to reapply the defaults of the currently selected theme, including the labels, report and preferences of that theme. For more information about themes, see Managing Graphics Section Themes. Note While the initially selected theme may be the default theme, you can also select a second theme, make changes to the theme (labels, report and preferences) and reset the defaults of that second theme. Likewise, you can select a third theme, make changes and reset the defaults of that third theme, and so on. Right-Click Menu When the web graphic appears, right-click anywhere in the graphic to open a pop-up menu. The rightclick menu offers additional navigation options and the following functionality. Right Click Menu Option Description Export Like the ribbon menu option, this option allows you to choose between generating a PDF or PNG file. Layer Manager Like the ribbon menu option, this option allows you to open the Layer Manager dialog box. Clear Selections Like the toolbar button, this option clears the selection of all currently selected attached entities. Fit View Like the toolbar button, this option fits the full extent of the drawing within the Graphics section. Zoom In Like the toolbar button, this option zooms the drawing in from the center of the view. Copyright IBM Corporation 2011,

12 Right Click Menu Option Description Zoom Out Like the toolbar button, this option zooms the drawing out from the center of the view. Reset Defaults Like the ribbon menu option, this option allows you to reapply the default theme, including the labels, report and preferences of that theme. Preferences Like the ribbon menu option, this option allows you to open the Preferences dialog box. Theme Report Labels View Report Like the ribbon menu option, this option allows you to apply a particular theme. Like the ribbon menu option, this option allows you to apply a particular Graphic report. Like the ribbon menu option, this option allows you to apply a particular label style or label filter. This option becomes active when a Graphic report is currently applied to the graphic. When selected, this option displays the source report in a new window. Copyright IBM Corporation 2011,

13 2. Graphics Management Tools The IBM TRIRIGA Graphics Management tools give you the ability to add and manage label styles, set a default label style, and apply filters to display multiple label styles. You also can apply different themes to control the look and feel of the Graphics section, including the label style, filter and graphic report. This chapter provides a sampling of the functionality delivered with the IBM TRIRIGA Graphics Management tools and includes the following discussions. Accessing Graphics Management Tools Managing Label Styles Managing Label Filters Managing Graphics Section Themes Managing Layers Accessing Graphics Management Tools This discussion describes how to access the Graphics Management tools. Meanwhile, the next several discussions describe how to add and manage label styles, label filters and Graphics section themes via these tools. Note If your IBM TRIRIGA environment is on IBM TRIRIGA Application Platform version 3.x and a version of IBM TRIRIGA prior to version 10.x, then see the Menu Bar Location via Platform Upgrade. Note If the Graphics Management tools are not in your Menu Bar, contact your Administrator for the exact location or to make a request to add it. The Navigation Builder functionality is described in the IBM TRIRIGA Application Platform 3 User Experience User Guide. Use the following procedure to access the Graphics Management tools. To Access the Graphics Management Tools Step 1 From the Menu Bar, click Tools > Administration > Graphics. Your Graphics page appears. Note If your IBM TRIRIGA application has been configured differently, contact your Administrator for the exact location. Step 2 Review your Graphics page. From this page, you can access your Label Filter page, Label Style page, Theme page and Layer Configuration page. Step 3 Otherwise, from the Menu Bar, click Tools > Administration. In the pop-up box, you can directly access your Label Filter page, Label Style page, Theme page and Layer Configuration page. Copyright IBM Corporation 2011,

14 To Access the Graphics Management Tools Step 4 Review the Label Filter, Label Style page, Theme page or Layer Configuration page. Tip Once you have reached the Label Filter, Label Style or Theme page, you can bookmark the page for quick access. For more information about bookmarks, see the IBM TRIRIGA 10 Getting Started User Guide. Managing Label Styles As a reporting tool, labels allow you to pull field data dynamically from records (or associated records) that are linked to an entity in a graphic. Label styles consist of label definitions that include line spacing, height and color. You can define a default set of label styles for Location, Asset, or any other business objects you can attach to an entity via CAD Integrator. Note By default, the system derives the positions of the labels from the label positions that were published via CAD Integrator. The labels also use other properties of the published labels, such as their orientation (if rotated). If no CAD Integrator label is published for an entity, then the system determines the position automatically; the system attempts to position the label as close to the center of the entity as possible. Use the following procedures to display and manage label styles for objects within the Graphics section. Adding a Label Style Modifying a Label Style Deleting a Label Style Applying a Label Style via a Graphics Section Adding a Label Style To Add a Label Style Step 1 In the Label Style page, click Add. Step 2 Review the Label Style form that appears. The information you enter in the General section controls what the label style looks like when you use it. Copyright IBM Corporation 2011,

15 To Add a Label Style Step 3 Provide the following information in the General section: ID If preferred, enter an ID for this label style. Otherwise, the system will automatically assign an ID. Name Enter a name for this label style. Module Select the module for which to display this label style. Business Object Select the business object for which to display this label style. Form If preferred, select the form for which to display this label style. Line Spacing Enter the spacing for your multi-line labels. Accepted values range from 0.25 to Default Height Enter the default height. Values are depicted as inches, or their equivalent value based on the units of measure in the drawing. For example, a text height of 12 (inches) on a drawing that uses millimeter units will appear as millimeters. By displaying at the same relative size, this equivalence allows you to create a single label style (or theme) that can be used universally for either imperial or metric drawings. Default Color - Use the Select icon to choose the default color. Tip Enter a Default Height that represents an appropriate value for the size of your specific drawing. For example, if you have a 36-inch doorway in a floor-plan drawing and enter a value of 36 inches, then the Default Height will match the dimension of the doorway. While this value may be oversized in drawings of smaller floors, this value may be undersized in larger floors. Step 4 Click Create to create your label style. New actions appear. Step 5 Make any changes. Click Save to save the label style. Note When you click the Save or Save & Close action, the settings for Default Height and Default Color will be inherited by newly created label elements, but will not affect any existing label elements created beforehand. Step 6 Next, click Add to add a label element for this label style. Copyright IBM Corporation 2011,

16 To Add a Label Style Step 7 Review the Label Element Editor form that appears. Provide the following information in the General section: Prefix If preferred, enter a prefix for this label element. Suffix If preferred, enter a suffix for this label element. Height Keep the default, or enter the height. Values are depicted as inches, or their equivalent value based on the units of measure in the drawing. Color Keep the default, or use the Select icon to choose the color. Tip Enter a Height that represents an appropriate value for the size of your specific drawing. See the similar tip above. Step 8 In the Field section, if no associations apply, leave the By Association box cleared. The Module, Business Object and Form are inherited from the saved label style. Provide the following information: Section Select the form (or business object) section for this label element. Field Select the form (or business object) field for this label element. Note If a Form was selected above, then the Section menu displays a list of form sections. If no Form was selected above, then the Section menu displays a list of business object sections. Note If Image is selected for the Field, both the prefix and suffix is ignored in the tooltip content. Step 9 However, in the Field section, if associations do apply, check the By Association box. Provide the following information: Association Type Select the association type for this label element. Associated Module Select the associated module for this label element. Associated Business Object Select the associated business object for this label element. Associated Field Type Select the associated field type for this label element: By BO Field or By Form Field. Form If you selected By Form Field above, then select the form for this label element. Section Select the form section for this label element. Field - Select the form field for this label element. Note If Image is selected for the Field, both the prefix and suffix is ignored in the tooltip content. Step 10 Click Create to create your label element. The Label Element Editor form closes. Copyright IBM Corporation 2011,

17 To Add a Label Style Step 11 Review the label element that appears in the Label Elements section of the label style. Step 12 If necessary, continue entering label elements in the Label Elements section. Step 13 When the label style is set the way you want, click Save & Close. The Label Style form closes, and the label style appears in the main Label Style page. Modifying a Label Style To Modify a Label Style Step 1 Click the label style you want to modify. The Label Style form opens. Step 2 Make your changes. Step 3 Click Save & Close. The Label Style form closes. Deleting a Label Style To Delete a Label Style Step 1 Select the check box for each label style you want to delete. Step 2 Click Delete. Attention You will not be given the option of a delete-confirmation message. Applying a Label Style via a Graphics Section Note To view more Graphics section menu and toolbar options, see the Using the Graphics Section chapter. To Apply a Label Style via a Graphics Section Step 1 Open the record whose Graphics section you want to view. Step 2 Click Menu to open the ribbon menu. Step 3 Click Labels to verify that By Style is selected. Step 4 For the Labels field, select the preferred label style. The system applies the selected label style to the attached graphic entities. Copyright IBM Corporation 2011,

18 Managing Label Filters Labels filters allow you to determine which label style the system should apply to each assigned entity in a graphic. A set of user-defined criteria, standard report definitions that return a set of data, drives this filtering process. With a single label filter, the system can apply multiple label styles simultaneously to a single graphic. For example, you can define a report against Space that contains a filter on the Occupancy Status field, where the value contains Occupied. This report will return a specific set of spaces that are occupied. In your Label Filter record, you can set this report as the criteria and assign to it a People label style that you have previously created. Consequently, any of the spaces returned in the report result set will use the People label style. You can expand upon this method by adding as many criteria as preferred for your filter. Use the following procedures to display and manage label filters for objects within the Graphics section. Adding a Label Filter Modifying a Label Filter Deleting a Label Filter Applying a Label Filter via a Graphics Section Adding a Label Filter To Add a Label Filter Step 1 In the Label Filter page, click Add. Step 2 Review the Label Filter form that appears. Provide the following information in the General section: ID If preferred, enter an ID for this label filter. Otherwise, the system will automatically assign an ID. Name Enter a name for this label filter. Default Label Style - Use the Select icon to choose the default label style. Note The Default Label Style is applied to any assigned entity not included in any of the report result sets. However, if no Default Label Style is defined, then no label is displayed in those entities. Step 3 Click Create to create your label filter. New actions appear. Step 4 Next, click Add to add a criterion for this label filter. Copyright IBM Corporation 2011,

19 To Add a Label Filter Step 5 Review the Label Filter Criteria form that appears. Provide the following information in the Criteria and Report sections: Label Style Use the Select icon to choose the label style. Module Select the module for this criterion. Business Object Select the business object for this criterion. Report Select the report for this criterion. Step 6 Click Create to create your criterion. The Label Filter Criteria form closes. Step 7 Review the criterion that appears in the Criteria section of the label filter. Step 8 If necessary, continue entering additional criteria in the Criteria section. To rearrange the order of multiple criteria, select one or more check boxes, and click the Move Up, Move Down, Move to Top, and/or Move to Bottom section actions. Note You can add as many criteria/styles as you want, but the criterion with the highest Order takes priority. For example, if a space is returned in both a report of criterion Order 2 and a report of criterion Order 3, then the label style from the higher criterion Order 2 is applied. Step 9 When the label filter is set the way you want, click Save & Close. The Label Filter form closes, and the label filter appears in the main Label Filter page. Modifying a Label Filter To Modify a Label Filter Step 1 Click the label filter you want to modify. The Label Filter form opens. Step 2 Make your changes. Step 3 Click Save & Close. The Label Filter form closes. Deleting a Label Filter To Delete a Label Style Step 1 Select the check box for each label filter you want to delete. Step 2 Click Delete. Attention You will not be given the option of a delete-confirmation message. Copyright IBM Corporation 2011,

20 Applying a Label Filter via a Graphics Section Note To view more Graphics section menu and toolbar options, see the Using the Graphics Section chapter. To Apply a Label Filter via a Graphics Section Step 1 Navigate (or use My Bookmarks to jump) to the record whose Graphics section you want to view. Step 2 Click Menu to open the ribbon menu. Step 3 Click Labels to toggle the drop-down type from By Style to By Filter. Step 4 For the Labels field, select the preferred label filter. The system applies the selected label filter to the attached graphic entities. Managing Graphics Section Themes Themes control the look and feel of a Graphics section, including which label style, label filter and report the system should apply, as well as other options. For example, you could define an Occupancy theme that uses personnel labels (displays the names of people residing in the spaces) and runs an occupancy status report (colors the spaces based on occupancy status). Simultaneously, you can define color or legend preferences that the system applies specifically for this theme. For the most part, the Preferences in the Theme record coincide with those of the Graphics section Preferences (see Modifying Display & Legend Preferences), with a couple of notable differences. Legend Height Instead of Scale in the Graphics section, the legend height is defined by Text Height in the theme. Since the legend size can vary relative to the data, Text Height is the most straight-forward way to create a base size for the initial legend. However, once the legend is displayed, the easiest way to adjust it on the graphic is by modifying the relative Scale percentage (from 100%). Legend Position The Preferences in the theme also adds a legend setting for Position, which defines the default position of the legend (relative to the drawing) when a report is applied. The Graphics section Preferences does not require this setting because at that point, you can drag the legend to any preferred location in the drawing. After one or more themes have been created, you can set a theme as the default. You can set only one global default theme; the theme defined as the default loads immediately when the system displays a Graphics section. Note The system applies the global default theme to all Graphics sections without a set theme. However, Administrators can set a form-specific default theme that overrides the global default theme. You can also use the Form Builder to lock the theme in a Graphics section. By locking the theme, you can prevent users from changing the theme and related fields. Copyright IBM Corporation 2011,

21 Note For details on locking the Graphics section theme via the Form Builder, see the Graphics Sections sub-chapter in the chapter Building User Interfaces of Application Building for the IBM TRIRIGA Application Platform 3. Use the following procedures to display and manage themes for objects within the Graphics section. Adding a Theme Setting a Theme as Default Modifying a Theme Deleting a Theme Applying a Theme via a Graphics Section Adding a Theme To Add a Theme Step 1 In the Theme page, click Add. Step 2 Review the Theme form that appears. Provide the following information in the Description section: ID If preferred, enter an ID for this theme. Otherwise, the system will automatically assign an ID. Name Enter a name for this theme. Description Enter a description for this theme. Step 3 Provide the following information in the Reporting section: Apply Labels Select how to apply labels for this theme: By Filter or By Style. Label Filter/Style Use the Select icon to choose the label filter or the label style. Report Select the report for this theme. Hover Label Style Use the Select icon to choose the label style for the tooltips. Step 4 Provide the following information in the Display Preferences section: Highlight Use the Select icon to set the highlight (or assigned) color. Selectable Use the Select icon to set the color for the selectable linked entity. Background Use the Select icon to set the background color. Selected Use the Select icon to set the color that appears when you click a linked or highlighted selectable entity. Default Use the Select icon to set the default (or unassigned) color, used for every linked entity that is not currently using the above highlight color. Copyright IBM Corporation 2011,

22 To Add a Theme The use of the Highlight color can vary depending on the context in which the Graphics section appears. Standalone For a standalone Graphics section, where you are viewing a graphic that was published directly to a particular record, all of the linked entities show the Highlight color. Association - When viewing a graphic by association, only the current record shows the Highlight color. For example, viewing a Space graphic shows you the Space highlighted within the context of the parent Floor graphic. Linked Query Section - When the Graphics section is linked to a Query section, only those linked entities that are also a part of the linked query results show the Highlight color. Step 5 Provide the following information in the Legend Preferences section: Display To display the legend, check the Display box. Position Select the position of the legend. Text Height Enter the text height. Values are depicted as inches, or their equivalent value based on the units of measure in the drawing. For example, a text height of 12 (inches) on a drawing that uses millimeter units will appear as millimeters. By displaying at the same relative size, this equivalence allows you to create a single theme (or label style) that can be used universally for either imperial or metric drawings. Tip Enter a Text Height that represents an appropriate value for the size of your specific drawing. For example, if you have a 36-inch doorway in a floor-plan drawing and enter a value of 36 inches, then the Text Height will match the dimension of the doorway. While this value may be oversized in drawings of smaller floors, this value may be undersized in larger floors. Step 6 Click Create to create your theme. New actions appear. Step 7 If preferred, click Set As Default to set this theme as the default theme. Step 8 When the theme is set the way you want, click Save & Close. The Theme form closes, and the theme appears in the main Theme page. Setting a Theme as Default To Set a Theme as Default Step 1 Click the theme you want to set as the default. The Theme form opens. Step 2 Click Set As Default. Copyright IBM Corporation 2011,

23 To Set a Theme as Default Step 3 Click Save & Close. The Theme form closes. Modifying a Theme To Modify a Theme Note The system applies the global default theme to all Graphics sections without a set theme. However, Administrators can set a form-specific default theme that overrides the global default theme. Step 1 Click the theme you want to modify. The Theme form opens. Step 2 Make your changes. Step 3 Click Save & Close. The Theme form closes. Deleting a Theme To Delete a Theme Step 1 Select the check box for each theme you want to delete. Step 2 Click Delete. Attention You will not be given the option of a delete-confirmation message. Applying a Theme via a Graphics Section Note To view more Graphics section menu and toolbar options, see the Using the Graphics Section chapter. To Apply a Theme via a Graphics Section Step 1 Navigate (or use My Bookmarks to jump) to the record whose Graphics section you want to view. Step 2 Click Menu to open the ribbon menu. Copyright IBM Corporation 2011,

24 To Apply a Theme via a Graphics Section Step 3 For the Theme field, select the preferred theme. The system applies the selected theme to the re-rendered drawing. Managing Layers Note Your default theme is denoted by an asterisk (*). The Layer Configuration page allows you to define filters that can turn off, turn on, or exclude certain layers from being loaded into any graphics and seen by other users. Meanwhile, the Layer Manager in the Graphics section allows you to toggle specific layers off and on. With DXF (Drawing Exchange Format), all layer data is available, including those turned off at the time of publish. However, the layer filters that you define will override the state of the layers as originally published in the DXF. Use the following procedures to display and manage layers within the Graphics section. Filtering & Excluding Layers Toggling Layers via a Graphics Section Filtering & Excluding Layers To Filter and Exclude Layers Step 1 From the Menu Bar, click Tools. The Tools page appears. In the Utilities portal section, select the Expand icon for Graphics to show the options available. Click Layer Configuration. Note If your IBM TRIRIGA application has been configured differently, contact your Administrator for the exact location. Step 2 Review the Layer Configuration page. Tip Once you have reached the Layer Configuration page, you can bookmark the page for quick access. For more information about bookmarks, see the IBM TRIRIGA 10 Getting Started User Guide. Step 3 In the Layer Configuration page, click Add. Step 4 Review the Graphic Layer Config form that appears. Provide the following information in the General section: ID If preferred, enter an ID for this layer configuration. Otherwise, the system will automatically assign an ID. Description Enter a description for this layer configuration. Copyright IBM Corporation 2011,

25 To Filter and Exclude Layers Step 5 Provide the following information in the Criteria section: By Layer Name or By Entity Count Select how to apply this layer configuration: By Layer Name or By Entity Count. Step 6 If you selected By Layer Name, provide the remaining information: Set Layer State To Select the preferred state: Excluded, On or Off. Where Layer Name Select the preferred operator: Equals, Contains, Starts With or Ends With. Value Enter the text value to be processed by the operator above. Tip You can also use the By Layer Name option to exclude or turn off reference files by using Contains and (pipe character). The pipe character indicates a layer from an external reference file, which is typically unnecessary for reporting against your linked data. Step 7 If you selected By Entity Count, provide the remaining information: Set Layer State To Select the preferred state: Excluded, On or Off. Where Entity Count Is Select the preferred operator: Greater Than or Less Than. Value Enter the numeric value to be processed by the operator above, for example, Step 8 Click Create Draft to create your layer configuration. New actions appear. Step 9 When the layer configuration is set the way you want, click Save & Close. The Graphic Layer Config form closes, and the layer configuration appears in the main Layer Configuration page. Copyright IBM Corporation 2011,

26 Toggling Layers via a Graphics Section Note To view more Graphics section menu and toolbar options, see the Using the Graphics Section chapter. To Toggle Layers via a Graphics Section Step 1 From the ribbon menu, click Layer Manager to open the Layer Manager dialog box. Step 2 Review the Layer Manager dialog box. Tip If preferred, you can drag or resize the dialog box. Step 3 Select or clear the boxes to toggle the layers on or off. Note The system loads all graphic layers in the On or Off state. However, Administrators can exclude certain layers from being loaded into any graphics and seen by other users. For details, see the previous discussion on Filtering & Excluding Layers. Copyright IBM Corporation 2011,

27 3. Graphic Reports The IBM TRIRIGA Graphic report gives you the ability to query CAD-based web graphics. The Graphic report is focused on users who need to query and access information with the advantages of working in a graphical environment. This significantly extends your CAD investment by making intelligent web graphics available to all users of the system. This chapter provides a sampling of the functionality delivered with the IBM TRIRIGA Graphic report and includes the following discussions. Accessing Graphic Reports Managing Graphic Reports Accessing Graphic Reports Use the following procedure to access Graphic reports. To Access Graphic Reports Step 1 From the Menu Bar, click My Reports. The My Reports page appears. Note If your IBM TRIRIGA application has been configured differently, contact your Administrator for the exact location. Step 2 Otherwise, from the Menu Bar, click Tools > Builder Tools > Report Manager. The same My Reports (or Report Manager) page appears. Step 3 From the My Reports (or Report Manager) page, review your personal Graphic reports. To access Graphic reports that you can apply from Graphics sections, click the System Reports tab. Note Only Graphic reports defined in System Reports can be applied to Graphics sections. My Reports are not intended for use in Graphics sections. Managing Graphic Reports Note Only Graphic reports defined in System Reports can be applied to Graphics sections. My Reports are not intended for use in Graphics sections. Note For a more complete discussion on My Reports, and other reports beyond Graphic reports, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Use the following procedures to create a Graphic report, run a Graphic report as a standard report, and apply a Graphic report via a Graphics section. Creating a Graphic Report Copyright IBM Corporation 2011,

28 Running an Existing Graphic Report as a Standard Report Applying a Graphic Report via a Graphics Section Creating a Graphic Report To Create a Graphic Report Step 1 In the My Reports (or Report Manager) page, click the System Reports tab. Click New. Step 2 Review the Report form that appears. Provide the following information in the General section: Name Enter a name for this Graphic report. ID Enter an ID for this Graphic report. Header (Title) Enter a header for this Graphic report. This header also provides the Graphic report legend title. Tag Enter a tag for this Graphic report. Description Enter a complete description of the Graphic report. Type - Select the Graphic report type. Data Scope Select how to limit the records that are accessible to the standard report. Note For a more complete discussion on naming conventions and recommendations, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Step 3 In the Business Objects sub tab, click Add Business Object to add your business objects. Attention The primary business object must be the attached graphic entity against which this Graphic report will be executed. If the business object is not defined properly, no results will be found when the Graphic report is run against the graphic (even though running the Graphic report as a standard report may still return results). Note For a more complete discussion on the Business Objects sub tab, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Step 4 Click Save to create your Graphic report. New actions appear. Copyright IBM Corporation 2011,

29 To Create a Graphic Report Step 5 Click the Options sub tab. In the Options sub tab, select the preferred options for your Graphic report legend. Color By Select how the Graphic report legend should group the results that it colors: Unique Record or Unique Value. Unique Record (default) The legend groups its colored rows by each unique record found in the report result. The values of the grouped fields are inconsequential. Unique Value The legend groups its colored rows by each unique value of a field. This option provides the ability to group by a field value directly on the primary business object, as well as unique values on associated data. For example, two organizations named Development under two different parent objects would be grouped and colored as a single row in the legend. Step 6 Staying in the Options sub tab, select the preferred options for your Graphic report when it is run as a standard report. Show in Web Graphics Check this box to display the standard report to users of Graphics sections in IBM TRIRIGA. If a Graphic report does not need to be displayed to all of your IBM TRIRIGA users, you can uncheck this box. Reports that uncheck this box will display for IBM TRIRIGA CAD Integrator/Publisher users only. Fixed Column Count Enter the number of columns on the left to be fixed in the standard report. Result Size Select the default size for the results displayed in the standard report. Excel Template Use the Select icon to choose a template from the Document Manager and display the standard report in a Microsoft Excel spreadsheet format. Prompt Before Query Check this box to allow users to enter runtime filters and specify initial criteria before the standard report is executed. Editable Select whether users can edit the displayed values directly in the standard report. Note For a more complete discussion on the Options sub tab, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Step 7 Click the Columns tab. In the Columns tab, select the columns to display in your Graphic report legend and Graphic report when it is run as a standard report. Note While the Columns tab on Graphic reports is similar to the Columns tab on the other report types, each column added for display also contains options for configuration and display within the Graphic report legend. Note For a more complete discussion on the Columns tab, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Copyright IBM Corporation 2011,

30 To Create a Graphic Report Step 8 Review the Display Columns section. In the Report Label column, enter the labels for the column headers when the Graphic report is run as a standard report. These labels also provide the column header titles in the Graphic report legend. Step 9 In the Legend column, select the preferred options for your Graphic report legend. The available Legend properties are: Empty (default) If this selection is left empty, this field does not appear in the legend, but still displays if the Graphic report is run as a standard report. Color By This property can only be selected for one display field. This field acts as a group by in the legend, and is used as the display value for each color group in the legend. Color Field If the Color By property is chosen, this property allows you to specifically select the color field for your Color By grouping. The Color Field must be from the same Business Object as the Color By. If no Color Field is specified, the system generates a random color for each unique Color By group. This property can only be selected when coloring by Unique Record (via the Options sub tab). Count This property can only be selected when the Color By field is also selected. This property indicates that the number of results for this field value for each Color By group should be counted with the total count displayed (but with the field value itself not displayed). If Show Total is on (via Preferences), a Total row appears at the bottom of the legend displaying the total count for all rows. Display This property indicates that the field value should be displayed as is in the legend. A display field only can be pulled from the Color By business object. Hatch This property can only be selected for locator fields. This property defines the hatch pattern that you want IBM TRIRIGA CAD Integrator/Publisher to display when a report is applied. The hatch pattern will display for IBM TRIRIGA CAD Integrator/Publisher users only. For more information, search for CAD hatch in the IBM TRIRIGA 10 Information Center. Sum This property can only be selected for number fields when a Color By field is also selected. This property sums the field values for each Color By group. If Show Total is on (via Preferences), a Total row appears at the bottom of the legend displaying the total sum for all rows. Copyright IBM Corporation 2011,

31 To Create a Graphic Report Step 10 Click the remaining tabs (for example, Order & Group, Filters, etc.) to make further selections. Note While the remaining tabs on Graphic reports are identical to those on the other report types, here are some considerations: Group By - Grouping does not apply to the Graphic report legend, but still influences the Graphic report when run as a standard report. Order By - Ordering determines the order of the items displayed in the Graphic report legend. Note For a more complete discussion on the remaining tabs, see the IBM TRIRIGA Application Platform 3 Reporting User Guide. Step 11 Click Save to save your Graphic report. If necessary, click Run Report to run your Graphic report as a standard report. Step 12 If you clicked Run Report, review your standard report. Click Cancel to close the report. Step 13 Continue to make any changes. As needed, click Save and click Run Report. Step 14 When the Graphic report is set the way you want, click Save & Close. The Report form closes, and the Graphic report appears in the System Reports tab. Running an Existing Graphic Report as a Standard Report To Run an Existing Graphic Report as a Standard Report Step 1 Click the Run Report icon for the Graphic report you want to run as a standard report. The standard report opens. Step 2 Review your standard report. Click Cancel to close the report. Copyright IBM Corporation 2011,