intra-mart WebPlatform/AppFramework Ver.7.1 User Operation Guide

Transcription

1 intra-mart WebPlatform/AppFramework Ver.7.1 User Operation Guide First Edition: May 1, 2009 i

2 Revision History Revision date May 1, 2009 Revision details First edition ii

3 Chapter 1 User Operations Logging Into and Out of intra-mart General User Logins Logging out from intra-mart Changing Passwords Password Reminder Function Duplicate Login Prevention Function intra-mart Menu Configuration and Basic Screens Menu Display intra-mart Home Screen Locale Settings Main Page Pattern Settings Color Pattern Settings Menu Folder Display Using My Menu My Menu Settings Using Private Groups Creating and Editing New Private Groups Search Operations User Search Searching Companies or Organizations, and Public Groups Searching Private Groups Searching Role Using Mobile Devices Logging in to Change Mobile Password Using a Browser Logging in to Change Mobile Password Using a Mobile Device Setting Simple Login Out of Office Settings Using Client Notification Installing Client Notification Uninstalling Client Notification Using Full Text Search Search Methods Search Options Search Results Screen 40 Chapter 2 Appendix Text Entry Restrictions in Maintenance Screens Types of Text Entry Restriction Patterns 43 iii

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5 1.1 Logging Into and Out of intra-mart intra-mart WebPlatform/AppFramework Chapter 1 User Operations User Operations Guide 1

6 Chapter 1 User Operations 1.1 Logging Into and Out of intra-mart The intra-mart is a web-based development tool with a different method of starting and closing from that of general computer application software. Web-based application software is started by [Login] to the system from the browser, and are closed by [Logout] General User Logins General users log in the intra-mart using the following procedure. 1 Start the browser and enter the intra-mart URL as shown below. The intra-mart login screen is displayed. intra-mart WebPlatform (standalone): name:8080/imart/(login group ID).portal intra-mart WebPlatform (distributed system): URL matching the registered details on the web server connector intra-mart AppFramework: URL matching the intra-mart registration details corresponding to the web application server When using the intra-mart WebPlatform in a standalone style, the port number of the URL to be accessed (i.e., the web server port) can be specified during installation. For convenience, it is recommended to register the URL as a bookmark in the browser. Make sure to read [Automatic Authentication without the Login Screen] (See [Column] on page 4.) 2 Enter the user code and password on the login screen, and click the [Login] button. <intra-mart login screen> 2 intra-mart WebPlatform/AppFramework

7 1.1 Logging Into and Out of intra-mart <intra-mart initial screen: the group portal and portal within the organization have been set> Logging out from intra-mart To log out and end intra-mart, return to the login screen. To return to the login screen, click the [LOGOUT] button at the top of the menu on the left of the screen. When closing the browser without clicking the [LOGOUT] button on the menu, or leaving the intra-mart screen by moving to another page, the intra-mart server assumes that you are still logged in until session(s) are expired. Make sure to click the [LOGOUT] button on the menu Changing Passwords The initial password created by the login group administrator can be changed to a desired one from the user screen. This setting is performed from the [Change password] in the [User settings]. <Password change screen> When a password check in the password history management function is enabled, only the characters that are allowed in passwords can be registered. To change a mobile password, refer to [1.6 Using Mobile Devices]. User Operations Guide 3

8 Chapter 1 User Operations Automatic Authentication without the Login Screen A user code and password can be included in the URL as follows when logging into intra-mart. group ID).portal?im_user=xxxx&im_password=yyyy xxxx: User code yyyy: Password When logging in by entering the URL described above, automatic authentication is performed without displaying the login screen. Password History Management The settings can be used to manage the password history. When this function has been set by the administrator, the password change screen is displayed automatically during login according to the conditions set by the administrator. The function that enables notification of password change to be received beforehand by general users is also available. Set how many before the password is expired notification is to be received using the [Attribute settings] in the [User settings]. This function is displayed only when password histories are being managed. Shortcut Access Function A "shortcut" function has been made available. This allows users to display a screen which they chose as the intra-mart main screen during access startup. General users cannot create shortcuts, but shortcuts including the URL selected by the user from the program are created. When the recipient user clicks the shortcut, the relevant screen is displayed in the intra-mart screen. Shortcuts displaying the user-selected screen have various options such as being enabled via the login screen, bypassing the login screen, or being enabled for user-set times only. For details, refer to [Access security specifications]. 4 intra-mart WebPlatform/AppFramework

9 1.1 Logging Into and Out of intra-mart Password Reminder Function The password reminder function, which resets the password in the intra-mart if a general user has forgotten their password, can be enabled or disabled (default: enabled). When the password reminder function is enabled, the [If you have forgotten your password, click here] link is displayed in the general user login screen as shown below. When using the password reminder function, it is presumed that the mail address has already been registered on the system by the administrator, and that the environment where users can receive mail is set. The password reminder function can be used only when the client type is a PC mode. <Login screen when the password reminder function is enabled> The procedure for using the password reminder function is described below. 1 Click the [If you have forgotten your password, click here] link to display the [If you have forgotten your password] screen. When the [If you have forgotten your password] screen has been displayed, enter the user code and click the [Send] button. <Screen displayed when the [If you have forgotten your password, click here] link is clicked> User Operations Guide 5

10 Chapter 1 User Operations 2 When the [Sending succeeded.] message is displayed, a mail with the URL of the password resetting screen has been sent to the mail address registered in the system. Even if the following security problems occur, the [Sending succeeded.] message is displayed. If the user code is incorrect, or if the user validity period has expired If the mail address is not registered in the system If the password reminder mail is not delivered, contact your administrator. 3 Access the URL described in the mail that has been received, and the [Reset password] screen is displayed. 4 Enter the new password in the [Reset password] screen, and click the [Register] button. The message [Password changed.] is displayed, and users can log in using the reset password. 6 intra-mart WebPlatform/AppFramework

11 1.1 Logging Into and Out of intra-mart Duplicate Login Prevention Function The intra-mart has a function to prevent duplicate logins (default: disabled), which can be enabled or disabled. When the duplicate login prevention function is enabled, a second and any subsequent sessions are prevented, therefore the login becomes invalid. Consequently, to log in by the second session, it is necessary to disable a temporary (valid) session. The duplicate login prevention function can be set that general users can prevent unnecessary sessions themselves. When a duplicate login is detected, the following screen is displayed. <Screen when the settings permit the users themselves to disable the session> <Screen set only to notify the existence of a duplicate login> When it is set only to notify the existence of a duplicate login, further operations cannot be continued when a duplicate login is detected. In such cases, operations can be continued using the following methods. Continue operations using a valid session. Log out from a valid session, and then click the [Retry] button on the screen shown above. Wait until a valid session is expired, and then click the [Retry] button on the screen shown above. Request the administrator to disable a valid session, and then click the [Retry] button on the screen shown above. User Operations Guide 7

12 Chapter 1 User Operations 1.2 intra-mart Menu Configuration and Basic Screens The menu display format of the intra-mart uses "Folder for large categories and Page. When Page is selected, the corresponding screen is displayed. Users who log in (start the session) can see only folders and pages for which they have access privileges. Therefore, folders and pages which are displayed depend on logged-in-users. <Relationship between Folders and Pages> Menu Display In the intra-mart, menus are displayed in a tree structure in the left frame of the screen. By clicking Folder for a large category, its subordinate Page is displayed in a tree format. Then by selecting Page, the corresponding screen is displayed. <Menu display screen example> 8 intra-mart WebPlatform/AppFramework

13 1.2 intra-mart Menu Configuration and Basic Screens intra-mart Home Screen The home screen is the initial screen displayed when logging into intra-mart. When any other screen is displayed after selecting a menu item, the home screen is displayed by clicking the [HOME] button at the top left of the screen. Users can switch from this screen to the intra-mart portal screen. Screen switching can be performed using the tab at the top left of the screen on the right. [HOME] button [LOGOUT] button [MENU ON/OFF] button [Switch portals] tab Returns to the home screen. The home screen is the screen that is displayed during intra-mart login. This screen allows you to switch to the portal screens that have been set. Ends intra-mart, and returns to the login screen. Turns ON and OFF the menu on the left. When the menu is OFF, the display enlarges to make working easier. The ON/OFF status of the menu immediately after login can be changed using the [Attribute settings] menu. Enables you to switch between the portal screens that have been set. For details of the portal screen, refer to [3.4 Using Portals]. User Operations Guide 9

14 Chapter 1 User Operations Locale Settings The intra-mart provides multiple languages environment, and the language of the screen displayed can be changed. For example, it is possible to display the language of each user s location when stationed overseas using the same intra-mart application software. The intra-mart provides only Japanese environment as default, but application software that uses the intra-mart must also be using this function. Change languages using the [Locale settings] in the [User settings]. <Locale settings to select the language used> Main Page Pattern Settings The main page pattern is a switching function to be used when the screen design other than the intra-mart standard are available. Change the pattern using the [Main page pattern settings] in the [User settings]. There are three main page pattern designs as standard: the design from Version 6.0 (the system default), the design from Version 5.x (MainPage510), and the design from Version 7.1 (MainPageSimple). <Main page pattern, which changes the page design> 10 intra-mart WebPlatform/AppFramework

15 1.2 intra-mart Menu Configuration and Basic Screens Color Pattern Settings The color pattern is a function that changes only the colors of the screen used by the intra-mart as standard. There are five standard colors: blue, gray, green, orange, and red. By default, [Use system defaults] is selected. This is the color pattern common to the login group set by the login group administrator. Note that the color pattern set by the user using this screen takes priority. <Color pattern, which changes the page design> Menu Folder Display Users can set whether or not to display a table of all the menus in that folder, and whether or not to display a brief description of the menus, when the menu folder has been selected. The menu tree opens and closes as standard. <Screen when the menu folder display function has been set> User Operations Guide 11

16 Chapter 1 User Operations Set the menu folder display using [Attribute settings] in the [User information]. <Screen when the menu folder display function has been set> 12 intra-mart WebPlatform/AppFramework

17 1.3 Using My Menu 1.3 Using My Menu Users can register frequently used screens in "My menu" to create original menus. When pages that are frequently accessed are collated into a list using this function. These pages can be accessed using a single click from the list without being searched and accessed from the tree view of menus. That enables application software to be used easily. Users can set their own My menu with the menus for which they have browsing privileges. My menu can be displayed at the upper part of the screen or the top of menus. To set the display location, use the [Attribute settings] in the [User settings]. <Displayed My menu and reload icons> You cannot set My menu of other users, or an administrator cannot set My menu for specific users My Menu Settings My menu settings can be set for each user using the [My menu settings] in the [User settings]. 1 Select [User settings] - [My menu settings], and click the [Add my menu]. A list of screens for which the logged-in user has browsing privileges are displayed. User Operations Guide 13

18 Chapter 1 User Operations 2 Select the screens which to register in My menu, and click the [Add] button. 3 Set the names to be displayed and the display order for the menu using the table of screens selected as My Menu, and click the [Update] button. When there are any unnecessary screens, select their check boxes, and then click the [Delete] button. (Check box) Icon Alias Page Sort Click the [Delete] button after enabling the check box to remove an item from My menu settings. Add pre-defined icons to My menu. An alias is the menu name displayed on-screen as My menu, and can be changed to a desired value. This is the menu name of the page that is displayed. Enter numbers to control the display order. 14 intra-mart WebPlatform/AppFramework

19 1.3 Using My Menu 4 To add icons to My menu, click the icon column in each menu. <Displayed My menu and reload icons> 5 Click the icons in the [Select image icon] screen. To return the icons to their original state, click the [Set as default]. <Displayed My menu and reload icons> 6 After the settings have been completed, the reload button is displayed in the menu. Click the reload button to display the My menu that has been set. <Displayed My menu and reload icons> User Operations Guide 15

20 Chapter 1 User Operations 1.4 Using Private Groups The intra-mart WebPlatform has a function to create and manage private groups. Private groups, which group users for administration, can be created and administered by individual users. Each user can create groups from their own personal perspective, regardless of the frames such as organizations and public groups set by the administrator. When using private groups, it is effective in searching for users easily by using user search. Using this function in application software uniquely created by a customer can improve the use of that application software. For separately-sold application software series (Intranet Starter Pack, etc.), some of these functions are compliant with private groups. Use these application software series with private groups. The private group specifications are described in the application common master explanatory material Creating and Editing New Private Groups To create and edit private groups, select the [Private group] in the [User settings]. Adding and deleting member users can be performed in the same way. 1 Select [User settings] - [Private group], and click the [Create new] button. The table of private groups created by the logged-in user is displayed. 16 intra-mart WebPlatform/AppFramework

21 1.4 Using Private Groups 2 Make the settings for the private group, and click the [Create] button. When created, a table of the private groups is displayed. Group code (required) Name Katakana Alphabet Remarks Sort key Enter the group code. Enter the name of the private group. Enter the group name in katakana (Japanese). This is used for searches. Enter the group name in English. This is used for searches. Enter remarks. Control the order in which multiple private groups are displayed alphabetically. 3 Click the [Edit] button in the member users column in the table of private groups to create a user. To edit and delete groups, click the [Edit] button after updating or deleting. User Operations Guide 17

22 Chapter 1 User Operations 4 Click the [Create new] button in the private group members user table screen. The user search screen is displayed in a separate window. 5 Search the users, and click the [Select] button. When created, a table of the private groups is displayed. 18 intra-mart WebPlatform/AppFramework

23 1.4 Using Private Groups 6 The private group is created, and a table of the users who are members of the group is displayed. The users can set the order in which users are displayed, and add or delete member users. This ends the private group settings. Create New (Check box) Sort number [Clear membership] button [Update sort number] button Click to add new users. Click the [Clear membership] button after enabling the check box to delete a user from the group. Control the display order by entering numbers. The settings can be enabled using the [Update sort number] button. Click to delete the selected user from the group. Click to update the display order according to numbers entered in the sort column. User Operations Guide 19

24 Chapter 1 User Operations 1.5 Search Operations The intra-mart contains screens for searching not only users, but also companies, organizations, groups, and roles. A separate search window is displayed when these items are added or selected in application software. <User search> Search Reference Date The search reference date is displayed in the search screen as the master history is being kept. This search conditions cannot be changed by the user, but depending on the application software. The search reference date information may be received and set in the search conditions when the search screen is called. Keyword Search During keyword searches in the user search screen, click the [Search] button without entering any search keywords to display all users. 20 intra-mart WebPlatform/AppFramework

25 1.5 Search Operations User Search This screen has the following search functions: Search by group, which searches users from company and organization, company and organization (main membership only), public groups, and private groups, "Keyword search, and Search by reading. Keyword search and Search by reading are implemented based on the selected group Searching by Group 1 Select This tool searches users by refining from company and organization, company and organization (main membership only), public groups, and private groups. the group using the [Search by group] combo box, and click the [Display] icon. The organizations or groups are displayed as a tree view. <User search screen> 2 Select the organization or group to be displayed. Select the [Display all following users] check box to also display all users who are members of the selected organization or group. <Organizations or groups displayed as a tree> User Operations Guide 21

26 Chapter 1 User Operations 3 Select the users, and click the [Select] button. <Member users are displayed> Keyword Search 1 Enter Use the [Keyword search] to specify keywords (user codes, names) and search for users who are members of the group (company and organization, company and organization (main membership only), public group, or private group) selected using the [Search by group]. the keyword, and click the [Search] icon. Keywords can be used to search for users by user code, name, or name in katakana (Japanese). Searches are performed using partial matches. When a search is implemented without specifying any keywords, all users are displayed. <User search> 22 intra-mart WebPlatform/AppFramework

27 1.5 Search Operations 2 Select the users, and click the [Select] button. <Keyword search> Searching by Reading 1 Click Users who are members of groups (company and organization, company and organization (main membership only), public groups, or private groups) selected using the [Search by group] can be classified and displayed by reading in the same way as the Keyword search. [Reading]. At this time, groups selected in the group combo box are searched, and when searching a, all relevant users are displayed in the a column. <User search> User Operations Guide 23

28 Chapter 1 User Operations 2 Select the users, and click the [Select] button. <Search by reading> Searching Companies or Organizations, and Public Groups Searching for companies or organizations includes a method of searching from Tree view or a Keyword search that searches for companies or organizations by name. Searching public groups is also a similar operation Searching from Tree Views Display the company and organization tree, and select the organization. 1 Click the tree view icon from the [Company and organization search]. The companies and organizations are displayed underneath as a tree view. <Company and organization search screen> 24 intra-mart WebPlatform/AppFramework

29 1.5 Search Operations 2 Traverse the tree and select the company or organization, and click the [Select] button. <Companies and organizations displayed as a tree> Keyword Search [Keyword search] allows you to search by company and organization code or name, etc. 1 Enter the keyword, and click the [Search] icon. Keywords can be used to search by company and organization code or name. Searches are performed using partial matches. <Company and organization search screen> User Operations Guide 25

30 Chapter 1 User Operations 2 Select the desired company or organization, and click the [Select] button. <Keyword search> Searching Private Groups 1 Enter Private groups are searched using Keyword search. Private groups do not have same features as group, and can not be searched from trees. the keyword, and click the [Search] icon. Keywords can be used to search by group code and group name. Searches are performed using partial matches. <Private group search screen> 26 intra-mart WebPlatform/AppFramework

31 1.5 Search Operations 2 Select the desired private group, and click the [Select] button. <Keyword search> Searching Role Searching for roles includes searches by category, and Keyword search which searches for roles by name. Complex searches using categories and role names are also possible Search by Category 1 Select When roles are classified by category, searches can be made by category. Category searches can also be combined with role name searches. the category from the combo box in [Role search], and click the [Search] icon. <Role search screen> User Operations Guide 27

32 Chapter 1 User Operations 2 Select the role, and click the [Select] button. All roles in the category are displayed. <All roles in the category are displayed> Keyword Search Role names can be searched using the [Keyword search]. Categories can also be used in conjunction. 1 Enter the keyword, and click the [Search] icon. Keywords can be used to search by role name. Searches are performed using partial matches. In this screen, categories can also be used in conjunction. When the category is not specified, all categories are searched. <Role search screen> 28 intra-mart WebPlatform/AppFramework

33 1.5 Search Operations 2 Select the desired role, and click the [Select] button. <Search by category and role name> User Operations Guide 29

34 Chapter 1 User Operations 1.6 Using Mobile Devices The intra-mart can create application software which supports access from mobile devices. To log in from a mobile screen, access using the following URL (with standard settings). name:port number/imart/(login group ID).mobile To log in from a mobile device, use the login user ID and mobile password set initially by the login group administrator. Mobile passwords assigned by the administrator can be changed by the user after logging into the intra-mart from a browser or a mobile device. Automatic Authentication without the Login Screen A user code and password can be included in the URL as follows when logging into intra-mart. name:port number/imart/(login group ID).mobile? im_user=xxxx&im_password=yyyy xxxx: User code yyyy: Password When logging in by entering the URL described above, automatic authentication is performed without the login screen Logging in to Change Mobile Password Using a Browser The initial mobile password created by the login group administrator can be changed to a desired one from the user screen. This setting is performed from [Change mobile password] in [User settings]. <Mobile password change screen> 30 intra-mart WebPlatform/AppFramework

35 1.6 Using Mobile Devices Logging in to Change Mobile Password Using a Mobile Device 1 Enter The initial mobile password created by the login group administrator can be changed to a desired one from mobile device. the user ID and mobile password, and select [login]. 2 Once logged in, select the [User settings] menu. 3 Select [Mobile password settings]. 4 Complete the [Current password], [New password], and [Confirm new password] fields, and click the [OK] button. User Operations Guide 31

36 Chapter 1 User Operations 5 When the password update is successful, the message [Password changed] is displayed Setting Simple Login 1 Enter Simple login is a function that logs in by sending mobile phone ID information for a specific mobile device. Simple login can be set from a mobile device screen. The settings can also be deleted from a browser screen. the user ID and mobile password, and select [login]. 2 Once logged in, select the [User settings] menu. 32 intra-mart WebPlatform/AppFramework

37 1.6 Using Mobile Devices 3 Select [Simple login settings]. 4 In the [Simple login settings] screen, click the [Settings] button. 5 In the screen for verifying that the mobile phone information has been sent, click the [Yes] button (NTT DoCoMo only). Sending the information for a specific mobile phone enables simple login from then on Logging in Using Simple Login 1 In Login using the following Simple login procedure. the [Login] screen, click the Simple login [login] button without entering anything. User Operations Guide 33

38 Chapter 1 User Operations 2 In the screen for verifying that the mobile phone information has been sent, click the [Yes] button (NTT DoCoMo only). Users can log in the intra-mart only using this simple procedure above Deleting Settings Using the Browser Screen The simple login settings can be deleted using a browser screen. The intra-mart mobile functions can be used with any mobile device that satisfies the following conditions. 1. The mobile device is from one of the following carriers: NTT DoCoMo, SoftBank, au 2. The mobile device is either 3rd generation or 3.5 generation 3. The mobile device supports XHTML What Is Information for a Specific Mobile Phone? ID information for specific mobile phones used during simple login have different call methods depending on the mobile phone carrier. NTT DoCoMo: It is called the individual mobile ID information. The mobile phone production number and FOMA card ID number are included. As described in the procedure above, the verification screen is always displayed before sending. SoftBank: The information is called the ID serial number. To send this number, authorize mobile phones to send it beforehand. au: The information is called the subscriber ID. To send this number, authorize mobile phones to send it beforehand. 34 intra-mart WebPlatform/AppFramework

39 1.6 Using Mobile Devices Out of Office Settings Mail sent from the intra-mart is normally sent to the mail address registered using the user administration master maintenance. By setting the [Out of office] in the [Out of office settings] in the [User settings], mails can be sent to the mobile mail address at the same time as to your ordinary mail address. <Out of office settings> User Operations Guide 35

40 Chapter 1 User Operations 1.7 Using Client Notification The intra-mart includes a client notification function to periodically notify the latest intra-mart information. Using this function can improve business promptness and operability Installing Client Notification To use the client notification function, the client tool must be installed. Install the client tool by selecting [Client notification] - [Download module], and following the [Installation method] on-screen explanation. <Download screen for the client notification module> Implementing the im_client_notice.exe that has been downloaded creates the im_client_notice folder. The folder directory is configured as shown below. <im_client_notice folder directory configuration> client-notice-conf.xml imclnotice.chm imclnotice.exe Clear environment settings information.bat This file is used by the system. This is the operations guide for the client notification function. Refer to the guide for operations details. This is the client notification startup file. This batch file clears the environment settings information Uninstalling Client Notification Client notification is not set up using an installer. Therefore, uninstallation must be performed manually. For the uninstall procedure, refer to [2.3 Uninstalling Application Software] in the operations guide. 36 intra-mart WebPlatform/AppFramework

41 1.8 Using Full Text Search 1.8 Using Full Text Search The intra-mart has a full text search function that enables the user to search for the required information quickly and easily from the vast amount of information registered to the full text search server. The [Full-text search] screen can be used by adding full text search portraits to the portal, or by selecting the [Full-text search] menu. For the detailed procedure for adding portraits to portals, refer to the [Portal User Operations Guide]. <Portrait table screen> <Portal display example> <Full-text search screen> User Operations Guide 37

42 Chapter 1 User Operations When your intra-mart environment does not support the full text search functions, this function cannot be used. Note that when incompatible with this function, the portrait table and menu is not displayed. If anything is unclear, please contact your administrator Search Methods Enter the search string in the search text box, and then either press the Enter key on the keyboard, or click the [Search] button AND Searches Inserting a space between multiple words enables the information containing all the keywords to be searched. In the following entry example, information containing the two strings Nihon and japan are displayed in a table as the search results. Entry example: Nihon japan OR Searches Inserting or between multiple words enables the information containing any of the keywords to be searched. In the following entry example, information containing either of the strings Nihon and japan are displayed in a table as the search results. Entry example: Nihon or japan NOT Searches Inserting - between multiple words enables the information not containing the specified keywords to be searched. In the following entry example, information containing the string Nihon but not the string japan are displayed in a table as the search results. Entry example: Nihon -japan Phrase Searches Searches of information expressed using multiple conjoined keywords are called phrase searches. Phrases can be searched by surrounding multiple keywords with double quotation marks (" "). During phrase searches, spaces can be included between searched words, making the searching of English strings convenient. Only one phrase, however, can be specified in the search keyword. In the following entry example, information containing the string user guide is displayed in a table as the search results. Entry example: "user guide" 38 intra-mart WebPlatform/AppFramework

43 1.8 Using Full Text Search Combined Searches AND searches, OR searches, NOT searches, and phrase searches can be used in combination. The priority ranking for combined searches is described below. (1) NOT searches (2) OR searches (3) AND searches and phrase searches For example, if the following example is entered: Entry example: Japan America or Canada -UK These search conditions mean that the word Japan is included, and either America or Canada is included, but the word UK is excluded. NOT searches cannot be included in OR searches. Incorrect entry example: Nihon or -japan In this case, the higher priority NOT search is enabled, and so the search is the same as when Nihon -japan had been entered Search Options Click the [Search options] link in the full text search screen to display the [Search options] screen. This search method is convenient when searching using multiple search conditions simultaneously. Using the [Search options] screen, it is possible to specify the display conditions for the search results. To return to the original full text search screen, click the [Close search options] link. <Search options screen> Search conditions Includes all keywords Includes phrases Includes any keyword Do not include keywords Clear Information containing all designated keywords can be searched by entering a space between one or more keywords. Searches the entered keywords as a single phrase. Information containing any of the designated keywords can be searched by entering a space between two or more of the designated keywords. Information not containing all designated keywords can be searched by entering a space between one or more keywords. Clears all search condition entry fields. User Operations Guide 39

44 Chapter 1 User Operations Display Conditions Types Number of displays Summary display Information on the search server is categorized by type. The target search type is specified here. Specifies the number of hits to be displayed on one page. When the number of hits exceeds the number to be displayed on one page, the results continue on the next page. Summaries are text extracts that include the search keywords. Set whether or not to display summaries in the search results. The values specified in the display conditions remain enabled until a search is next implemented from the [Search options] screen. To change the display conditions, specify new display conditions from the [Search options] screen before implementing a search Search Results Screen Displaying the Contents Screen Click the title link in any information displayed in the search results screen to display the contents screens individually and obtain detailed information. <Display example of a full text search results screen> <Display example of a contents screen> 40 intra-mart WebPlatform/AppFramework

45 1.8 Using Full Text Search Refining by Type Information on the full text search server is categorized by type. When there are multiple information types in the search results, the [Refine by type] link is displayed in the search results screen. Click the link to display the [Refined types] in separate screens. Refined links with the number of hits are displayed in the [Refined types] screen, and the simple operation of clicking the link enables you to access the desired information quickly. The following screen shows an example of an operation that refines the target information by type. The data displayed in the following screen is an example. Actual types exist in the intra-mart environment in use. 1 There are 10 hits on documents using search keywords. 2 There are five hits among the documents when refined by the type [document management]. 3 There are two hits when refined by the type [common documents]. User Operations Guide 41

46 Chapter 2 Appendix Chapter 2 Appendix 42 intra-mart WebPlatform/AppFramework

47 2.1 Text Entry Restrictions in Maintenance Screens 2.1 Text Entry Restrictions in Maintenance Screens This section explains the entry restrictions for text in the intra-mart maintenance screens Types of Text Entry Restriction Patterns The text entry limitations in the intra-mart maintenance screens take the following pattern. In the following explanation of applicable fields, after the entry is a description in the format Text entry restriction pattern X ID, Code, and Password Fields (Text Entry Restriction Pattern 1) Only single-byte alphanumeric characters and some single-byte symbols can be entered. Conditions Single-byte numerals (0 to 9) Single-byte English (a to z and A to Z) Character _ (0x5f) Single-byte hyphen (-) mark Single-byte period (.) Single-byte plus (+) Single-byte exclamation (!) Double-byte alphanumeric characters and double-byte underscores are automatically converted to single-byte Password Fields (Text Entry Restriction Pattern 2) All single-byte visible text (except for spaces and asterisks (*)) can be entered. Conditions Excluding control codes (0x00 to 0x1f, and 0x7f) Excluding spaces (0x20) Excluding asterisks (*) Excluding double-byte Japanese characters The user (account) password and mobile password can be restricted to text that can be entered using the password check function in the password history management. User Operations Guide 43

48 Chapter 2 Appendix URL and Mail Address Fields (Text Entry Restriction Pattern 3) All visible text characters can be entered except for the space *1. Conditions Excluding control codes (0x00 to 0x1f, and 0x7f) Excluding spaces (0x20) Double-byte Japanese characters can also be entered *1: As there are Japanese language domains, single-byte alphanumeric character checking is not performed Color Code Settings Fields (Text Entry Restriction Pattern 4) Single-byte numerals and single-byte characters A to F can be entered. Conditions Single-byte numerals (0 to 9) Single-byte letters (a to f and A to F) Value Input Fields (Sort Keys, etc.) (Text Entry Restriction Pattern 5) Only numerals can be entered. Conditions Single-byte numerals (0 to 9) only Excluding double-byte Japanese characters Names and Notes, etc. (Text Entry Restriction Pattern 6) All characters that can be entered from the keyboard can be entered. Conditions Excluding control codes (0x00 to 0x1f, and 0x7f) Spaces (0x20) can also be entered Double-byte Japanese characters can also be entered Product Code Fields (Text Entry Restriction Pattern 7) * This field is used by login group administrators. Only single-byte alphanumeric characters, hyphens, and underscores can be entered. Conditions Single-byte numerals (0 to 9) Single-byte letters (a to z and A to Z) Character _ (0x5f) Single-byte hyphens (-) 44 intra-mart WebPlatform/AppFramework

49 2.1 Text Entry Restrictions in Maintenance Screens Supplement Control codes Control codes means the following characters. Characters in the range 0x00 to 0x1f Character 0x7f (delete) These are characters that cannot be shown in the display and which cause a beep to sound when output to console. User Operations Guide 45

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51 C Client Notification Installation Uninstallation D Duplicate Login Prevention Function...7 F Full Text Search Search Method Search Options Search Results Screen G General User Automatic Authentication without the Login Screen...4, 30 Changing Passwords... 3 Color Pattern Settings...11 Home Screen... 9 Locale Settings Logging out... 3 Logins... 2 Main Page Pattern Settings Menu Configuration... 8 M Menu Folder Display Mobile Devices My Menu About my menu Select icon Settings...13 O Out of Office Settings P Password Mobile Password Settings...30, 31 Password History Management...4 Password Reminder Function...5 Private Groups Creating and Editing New...16 S Search Operations Search reference date Searching Companies or Organizations, and Public Groups Searching Private Groups Searching Role Shortcut Access Function... 4 Simple Login T Text Entry Restrictions in Maintenance Screens U User Search W Workflow... 9

52 intra-mart WebPlatform/AppFramework Ver.7.1 First Edition: May 1, 2009 User Operations Guide NTT DATA INTRAMART CORP. 3rd floor, Akasaka Twin Towers Main Building, Akasaka, Minato-ku, Tokyo TEL (03) ; FAX (03) Website: Copyright NTT DATA INTRAMART CORP. All rights Reserved. * The corporate and product names used in this guide are generally corporate and registered trademarks.