PageCenterX Training Guide End-User Basic

Transcription

1 PageCenterX Training Guide End-User Basic Version: West Monroe Street Springfield, Illinois Office: Fax:

2 Legal Subject to License/Trade Secret. ( LRS ) has prepared this software documentation for use only by LRS personnel and its licensees. The information contained herein is the property of LRS, contains LRS trade secrets, and is licensed to you. Unless you are an employee of LRS or a licensee, you are not authorized to use this software documentation. All warranties, if any, concerning the software are set forth in a license agreement with your company. This document creates no warranties pertaining to the software. Trademarks LRS,, VPS, VPS/Secure, VPSX, VPSX/OutputManager, DRS/Secure, DRS/OutputManager, PageCenterX, Innovate/Mill, Transform/Impress, and MFPsecure are registered trademarks of. LRS and are service marks of. LRS Sports Edge is a trademark of. All other brand and product names are trademarks or service marks of their respective holders. Copyright Copyright All rights are reserved. As a licensed user of this documentation, to the extent allowed by your license, and only for use within your company, you may make additional copies of this manual, download it from the licensee s section of the LRS Web site ( in PDF format, or order additional copies, for a charge, from LRS West Monroe Street Springfield, IL Phone: Fax: Page 2 of 38

3 Disclaimer Document Content The content of this document is not intended to be an exhaustive discussion of every feature or function available within the PageCenterX application. This document is intended to give PageCenterX users an overview of the product s features, and a guide for using those features. This document is not intended to replace any existing LRS technical or user documentation for the PageCenterX application. Rather, this document is intended to supplement the existing documentation and add some additional detail for the benefit of the user community. Page 3 of 38

4 Table of Contents Legal... 2 Subject to License/Trade Secret... 2 Trademarks... 2 Copyright... 2 Disclaimer... 3 Revisions... 5 Document General... 5 Audience... 5 Prerequisites... 5 Requests, Suggestions, and Corrections... 5 Topics... 6 End-User Basic Functions this manual... 6 End-User Advanced Functions separate manual Outline Connect and Log in Folder Browser Revisions Document functions View Document preview LRS Text Viewer Printing Server print Export Export the document in CSV format Notes Favorites Page 4 of 38

5 Revisions Version Date Notes august Original. Based on PageCenterX V1R oct 12 Corrected Export. V1R Text Viewer functions oct 23 Added Document preview. Removed Preferences to Advanced module. Moved Printing to here from the Advanced module. Expanded Export may 04 updated Export as per V1R oct 23 added note on local print of non-text. Minor edits to Export dec 08 fixed a couple typos feb 04 Changed Annotations to Notes Fixed a few typos. Added notes about right-click DOCUMENT GENERAL Audience This document is intended for: The users of a PageCenterX installation Prerequisites none Requests, Suggestions, and Corrections Please submit any requests for additional information, suggestions regarding new or existing document content, or corrections to the existing material to:. EOM Consulting Services 2401 West Monroe Street Springfield, IL Phone: Fax: Page 5 of 38

6 TOPICS End-User Basic Functions this manual Connecting and Logging in Navigating the folders Viewing Printing Exporting Making notes Favorites End-User Advanced Functions separate manual ing Searching Relationships Subscriptions Views Preferences Launcher Page 6 of 38

7 PageCenterX End-User Functions - Basic v 1.06 Copyright All Rights Reserved Page 7 of 38

8 1. OUTLINE Outline Connecting and Logging in Navigating the folders Viewing Printing Exporting Making notes Favorites Copyright All Rights Reserved EU - Basic 3 The topics that this chapter will cover Discussed in Advanced chapter: ing Download Searching Relationships Subscriptions Views Preferences Launcher Page 8 of 38

9 2. CONNECT AND LOG IN Connecting Copyright All Rights Reserved EU - Basic 5 If running WebConnect on IIS on Windows, URL will be: Port is often 80, in which case can be omitted from the URL If WebConnect on Apache, then (default port is 6106) Can change password on this page, only if PCX authentication If Single-SignOn is enabled, you will not see this screen and will not be required to log in again. Page 9 of 38

10 3. FOLDER BROWSER Initial Display Copyright All Rights Reserved EU - Overview 4 The folders tab displays folders and/or documents By default, Folders AND Documents will be displayed; can select just one or the other If have set a Home folder, initial display will be that folder Folders to which you have rights will be displayed Administrator may have set the columns different from shown (see Views below) Tabs: to refresh the display display Favorites (more below) display Relationships (more below) Search (more below) At any time, on any screen, click the home icon to return to your home folder Page 10 of 38

11 When the messages icon Click to read it. is displayed after logging in, there is a message from the administrator. Also, the name of the PageCenterX system you are connected to, and the username you are logged in as, will be displayed. Page 11 of 38

12 Selected Cost Reports folder Copyright All Rights Reserved EU - Basic 5 The most common way to locate documents is to navigate the folder structure: Folder -> Sub-folder -> Sub-folder, etc. Single left-click a folder to expand Folder names and structure are set by the Administrator Can click the drop-down to display all folders under the current particularly useful to navigate to a folder when you have selected to list only documents Can Locate: (search for) a folder or document (choose from drop-down) ; enter the first few characters, then select from the current list (brings it to the top), and then click Go If there are more items than will fit on the screen, click first, previous, next, last on the right side of the screen to move to different screen, and Page 12 of 38

13 Navigate to documents Full folder path displayed Copyright All Rights Reserved EU - Basic 11 The full folder path to the current page is displayed; click an item in the path to jump to that folder Folders and document names are set by administrator; can include fixed values or values extracted from documents Click the up one level link at the top of the items to move back one folder Page 13 of 38

14 3.1. Revisions Revisions Copyright All Rights Reserved EU - Basic 7 PageCenterX will keep a settable number of copies of documents with the same name in the same folder (note that a document can appear in more than one folder). The latest revision is always displayed in the list; click the number in the Revisions column to access older versions Page 14 of 38

15 Select a specific revision by date or size, for example. Page 15 of 38

16 3.2. Document functions Document Functions Copyright All Rights Reserved 15 Highlight one or more items in a list and then click File, or right-click and select the desired function. Functions that you don t have authority for will not be shown, or will be grayed out Page 16 of 38

17 4. VIEW Click document to view in new window Copyright All Rights Reserved Left-click document name to view in a new window (or right-click and select Open) Page 17 of 38

18 The application associated with this document type will be used to view the document (shown: Adobe PDF Viewer browser plug-in; other plug-ins include support for viewing PCL, AFP, etc), When using a viewer, print, , search, and export functions are all provided by the application) Can view more than one document at a time (each in its own window), or for PDF documents, can select multiple documents in the list and they will all be opened in a single copy of Reader Page 18 of 38

19 4.1. Document preview Document Preview Copyright All Rights Reserved Click on the page icon or next to a document to preview first 200 bytes in an overlay (text and PDF document types can be previewed) Page 19 of 38

20 Click document to view in a new window Copyright All Rights Reserved EU - Basic 7 LRS Text Viewer shown Can view more than one document at a time (each in its own window) by clicking each document. Page 20 of 38

21 4.2. LRS Text Viewer LRS Text Viewer functions Copyright All Rights Reserved EU - Basic 10 LRS recommends the Text Viewer plug-in The installation of this browser plug-in is necessary if you want to print text reports or download documents from PageCenterX. Plug-in is installed from the Preferences (more below) File -> Download entire document or notes on a document -> Print (local or via VPSX server - details below) -> Send document by (details below) -> Display properties of the document, eg: import date If authorized Page 21 of 38

22 5. PRINTING Printing Copyright All Rights Reserved EU - Advanced 3 If authority for local print of Text documents has been granted, right-click the document and select Print, then select Document If the selected document has notes, can select to print Notes Page 22 of 38

23 Select options (Page range, orientation, copies, etc), then click OK - Document is downloaded to workstation and Local print interface opens (Windows printing shown) Page 23 of 38

24 5.1. Server print Server Print Copyright All Rights Reserved If server printing authority is granted, for all document types, right-click and select Server Print. Browse for the printer (see below) Can set additional print options; note that some are relevant only if printing to another PageCenterX Page 24 of 38

25 Server printing is managed by the LRS output management server, VPSX Browse for printer - printers for which you have authority will be listed. Select, and then click green check to return to the previous page; Click OK to submit to VPSX Page 25 of 38

26 6. EXPORT Download Copyright All Rights Reserved EU - Basic 14 If authorized, right-click the document, select Download -> Document to download the document in its current format. Page 26 of 38

27 6.1. Export the document in CSV format PCX END-USER TRAINING - BASIC Exporting the document The contents of the document can be exported to a file in.csv format Copyright All Rights Reserved While viewing a text document comma separated values, ie, the values in each row of the data in the document will be the values of the fields in each record of the export file Options -> Ruler to display a row/column grid (see next picture) -> Export (details next) Page 27 of 38

28 Export - Set cell boundaries Copyright All Rights Reserved EU - Basic 16 Highlight a field to set the column of the document to be in cell in a column of the export CSV file; click Create Record: Record includes the starting row, starting column, width and height (height will be 1) Repeat to identify each desired field, then Show All to confirm then Select all or specific pages of the document to be exported; Select all or only specified columns to be exported Finish Select to save as a file in CSV format, or Page 28 of 38

29 Copyright All Rights Reserved Open in default application for.csv (eg, MS Excel) All header data is exported If you view this document again and select to Export, these Export selections will be loaded Page 29 of 38

30 7. NOTES Annotations Notes Copyright All Rights Reserved EU - Basic 37 Right-click document to access Notes for this document Notes can be added to a document by an authorized user. Notes on a document can be read, printed, and downloaded Page 30 of 38

31 Page 31 of 38

32 Notes Copyright All Rights Reserved EU - Basic 37 While viewing a document, click Notes to display notes for this document Page 32 of 38

33 Click green plus to add notes Ok to save Page 33 of 38

34 Notes, con t Copyright All Rights Reserved EU - Basic 39 The note icon is displayed when a document has notes Page 34 of 38

35 Who made the note and when are recorded Page 35 of 38

36 8. FAVORITES Favorites Copyright All Rights Reserved The Favorites list allows the user to compile a list of folders and/or documents and to be able to jump directly to a folder or document in the Favorites list. On any folder (or document) browser window, highlight items and then click Add to Favorites Page 36 of 38

37 Click Favorites tab to display the items; select the folder or document from list to go directly to that folder or open that document Page 37 of 38

38 On to Advanced End of Document Page 38 of 38