User Guide Revised 5/16/2011. Prerequisites. MUNIS Dashboard Link:

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1 MUNIS Dashboard 2.1 User Guide Revised 5/16/2011 Prerequisites MUNIS Dashboard requires: Access via Windows Internet Explorer Installation of.net Framework 1.1 Installation of ActiveX Control MUNIS Dashboard Link: University of Nevada Las Vegas Purchasing & Contracts Department 4505 S Maryland Pkwy Las Vegas, NV

2 Table of Contents MUNIS Dashboard Setup... 3 First Time Login to MUNIS Dashboard... 3 Add MUNIS Dashboard to Your Favorites Create a Shortcut to MUNIS Dashboard on Your Desktop Add MUNIS Dashboard to Compatibility View in Internet Explorer Parts of Dashboard Window Add Web Part to MUNIS Dashboard Accessing the MUNIS Menu Navigation Menu Hiding and Displaying the Navigation Menu Add a MUNIS Menu Program to My Programs Add a Website to My Programs Delete a Favorite from My Programs Expand and Collapse the Favorites Menu Add a Tab to MUNIS Dashboard Web Parts Web Part Toolbar Modifying the Auto Timer My Favorites Web Part Add a MUNIS Menu Program to My Favorites Web Part Add a Website to My Favorites Web Part Deleting Favorites from My Favorites Web Part Closing Web Parts... 24

3 MUNIS Dashboard Setup First Time Login to MUNIS Dashboard 1. In order to log into MUNIS Dashboard open Windows Internet Explorer If you are a Windows XP user, double-click on Internet Explorer icon. If you are a Windows 7 or Vista user, right-click on Internet Explorer and choose Run as administrator. NOTE: Other web browsers are not currently supported by MUNIS. 2. Type in the following web address: 3. A login screen will open. Type in unlvad\username and your password (in the example the username is test ). Page 3 of 24

4 4. Click OK. 5. When opening any program in MUNIS Menu (i.e.: Requisition Entry) for the first time, you will notice a yellow bar on the top of the website. 6. Click on the yellow bar and choose Always Allow Pop-ups from This Site. Page 4 of 24

5 7. Click Yes. 8. Click on any program in MUNIS Menu (i.e.: Requisition Entry), one more time, the website will prompt you to install an ActiveX Control. 9. Click on the yellow bar on the top of the website that just opened. Page 5 of 24

6 Page 6 of 24

7 10. Choose Install This Add-on for All Users on This Computer. Page 7 of 24

8 11. You might be prompted by the Windows Security Alert click on Allow Access button. 12. You might also be promoted to install a.net Framework click on Install Now button. NOTE: MUNIS requires.net 1.1 Framework in order to function properly. 13. When prompted click Run. Page 8 of 24

9 14. Click Yes. Page 9 of 24

10 15. Choose Run Program. 16. Choose I Agree and click on Install button. Once.NET Framework 1.1 has been successfully installed, you may begin using the system. Page 10 of 24

11 Add MUNIS Dashboard to Your Favorites 1. Login to MUNIS Dashboard. 2. In Internet Explorer (below Internet Explorer 8) click on Favorites on top left corner. 3. Click on Add to Favorites. NOTE: MUNIS Dashboard is only compatible with Internet Explorer. It will not work with Mozilla Firefox or Safari. Create a Shortcut to MUNIS Dashboard on Your Desktop Creating a shortcut on the desktop is another method that will allow a user to quickly and easily open Dashboard. 1. Login to Munis Dashboard. 2. Click on e in the web address bar and drag it onto your desktop. 3. You can rename the shortcut by right-clicking on it and choosing Rename. Page 11 of 24

12 Add MUNIS Dashboard to Compatibility View in Internet Explorer 1. Click on Tools. 2. Click on Compatibility View Settings. 3. Click Add and Close. Page 12 of 24

13 Parts of Dashboard Window The Dashboard Window is made up of three main parts: Dashboard Menu, Navigation Menu (My Programs), and Web Parts (My Favorites, MUNIS Menu, and UNLV Purchasing & Contracts Website). Navigation Menu Dashboard Menu Web Parts Add Web Part to the MUNIS Dashboard Page 13 of 24

14 The standard view will include a few of the Web Parts, such as MUNIS Menu, My Favorites, or UNLV Purchasing & Contracts Website. MUNIS Menu: Provides access to MUNIS system. My Favorites: Allows a quick access to MUNIS Menu Programs, such as Requisition Entry. UNLV Purchasing & Contracts Website: Allows direct access to Purchasing website. Add Web Part to MUNIS Dashboard 1. On the Dashboard Menu, click on Tyler Web Parts. 2. Click on the name of the Module that you want to add the web part for, for example, Tyler Dashboard. 3. Click on the Yellow Plus Sign to add the web part. 4. In the Personal Web Parts section, choose Header, Left, or Right for the position for the web part. Page 14 of 24

15 5. To place the items in a certain order for the position, select an Index number. 6. Once all of the web parts have been chosen and positioned, click the OK button. The web parts will be displayed in the Main section of Dashboard. Accessing the MUNIS Menu The MUNIS Menu can be accessed directly from the Dashboard. It is one of the web parts that you will see after first time log in. To navigate the MUNIS Menu, either click the Module Name or click the Plus Sign menu. to expand the Navigation Menu The Navigation Menu allows you to add and remove Favorites, which provide quick access to the MUNIS Menu, assorted Web Parts, and user entered websites. Hiding and Displaying the Navigation Menu 1. To hide the Navigation Menu, click on the Left Arrow at the top of the Navigation Menu. 2. To display the Navigation Menu, click the Right Arrow on the left of the screen. Page 15 of 24

16 Add a MUNIS Menu Program to My Programs 1. Make sure that the My Favorites web part is closed; if not, the favorite will appear there. See the Closing Web Parts section in this document for more information. 2. On the MUNIS Menu, navigate to the desired program. 3. Right-click on the program. Page 16 of 24

17 4. Click the OK button. The Module and the selected program will now appear in your my Programs list. NOTE: If the added program is the first to be added under the MUNIS Module, then the Module name is automatically added to the favorites list. All programs are listed in alphabetical order under the Module, not in the MUNIS Menu order. Page 17 of 24

18 Add a Website to My Programs 1. On the bottom of the Navigation Menu, click the Add Favorite button. 2. In the Name field, enter the name that you want to appear in the My Programs list. 3. In the URL field, enter the URL to the website. Be sure to include the 4. In the Category field, enter a category or choose from the list. NOTE: Users can create personalized categories by typing a category name. Once the category has been added, it can be chosen from the list. 5. Check Open in a New Window to have the website open in its own window. 6. Click the OK button. The website will appear in your Favorite list. Page 18 of 24

19 Delete a Favorite from My Programs 1. On the Navigation Menu, click on the Edit button next to the favorite or the view that you want to delete. 2. Click on the Delete this Favorite or Delete this View button at the bottom of the menu. The favorite or view will no longer be available in your favorites list. Expand and Collapse the Favorites Menu Expanding the Favorites Menu shows all of the favorites or views listed under the Modules. This is a quick way to navigate to a program. You can also collapse the Favorites Menu. 1. To quickly expand the Favorites Menu or the View Menu, click Show All on the Navigation Menu. 2. To quickly collapse the Favorites Menu or the Views Menu, click Hide All on the Navigation Menu. Add a Tab to MUNIS Dashboard Tabs display a collection of user-created pages. A tabbed page is simply another page within the Dashboard site. These pages are created by the user and can be populated with personalized web parts. See the Adding Web Parts section in this document for more information. 1. Click the Add Tab button in the upper right corner of the screen. Page 19 of 24

20 2. In the Name field, enter a name the tab such as My Tab, but do not change the URL. 3. If desired, select Open in a New Window to have the tab open in its own window. 4. Click the OK button. 5. To open the added tab, click the name of the tab that you created. 6. To Delete the tab, click on the Edit button on the tab and then click the Delete button. Page 20 of 24

21 Web Parts Web Part Toolbar Almost every web part has its own toolbar. This toolbar allows you to refresh data, reset the web part, adjust the auto timer, as well as view the web part in its own screen. Web Part Toolbart Refresh Control The refresh icon triggers the web part to refresh the data. Auto Timer Control The auto timer icon allows you to automatically refresh the data at predetermined intervals. When the auto timer is turned on, the arrow on the clock is green. The refresh interval for the auto timer is set to 30 minutes. If the auto timer is active, clicking the refresh icon will cause the data to refresh and de activate the auto timer. Also, if the auto timer is active, clicking the active auto timer icon will cause the data to refresh and deactivate the auto timer. See the Modify the Auto Timer section for information on changing the refresh time. Detail Viewer Control Page 21 of 24

22 The detail viewer icon will take the current web part and open it in a new Dashboard page. This makes it easier to see the data when the Dashboard page gets crowded. Date and Time Last Updates When the data for a web part has been refreshed, a date stamp is displayed in the tool bar title area showing the date and time of the last update. Modifying the Auto Timer Most web parts have an autotimer to refresh the data. The default time is 30 minutes. You may choose to modify that because you want a web part updated more frequently. 1. Click the drop-down arrow on the Title Bar of the Web part you want to change and choose Modify My Web Part to place Dashboard in edit mode. Edit Menu Auto Update Delay Update 2. In the Auto Update Interval field, type the new amount in minutes. 3. Click the OK button. My Favorites Web Part My Favorites is a web part designed to store personal favorites by MUNIS Dashboard Page. Examples of items that can be added to My Favorites include MUNIS Menu Programs, work related websites or user s favorite websites. The favorites stored in My Favorites are different from the ones entered in the Page 22 of 24

23 Navigation bar. The navigation bar favorites are available everywhere in Tyler Dashboard. On the other hand, My Favorites is view specific, which allows the user to have different favorites for different views. There are two ways to view favorites, either List View or Tile View. List View Tile View Add a MUNIS Menu Program to My Favorites Web Part 1. On the MUNIS Menu, navigate to the desired program. 2. Right-click on the program. 3. Click the OK button. The selected program will now appear in your My Favorites web part. Add a Website to My Favorites Web Part 1. In List View, click Add Link at the bottom of the My Favorites web part. Page 23 of 24

24 2. In the Name field, enter the name that you want to appear in the My Favorites web part. 3. In the URL field, enter the URL to the website. NOTE: All URLs MUST start with regardless of the website. 4. Select Open in a New Window or Open in Same Window. 5. Click the Update button. The website will appear in the My Favorites web part. Deleting Favorites from My Favorites Web Part 1. If not in List View, click List View at the bottom of the My Favorites web part. 2. Click the Delete button next to the favorite. Closing Web Parts 1. Click the drop-down arrow on the Title Bar of the Web part that you wish to close. 2. Click Close. NOTE: In order to add back the closed Web part, follow instructions under section Add Web Part to the MUNIS Dashboard. Page 24 of 24