myinsight for Documentum User Guide Mobile

myinsight for Documentum User Guide Mobile

1. Version History Date Changes Version number 2-June-2016 First publication of the documentation of the new mobile application. 1.0 21- Update for myinsight 6.0. Updated Product description, the mobile app has not been updated. 1.1 Table 1: myinsight Mobile User Guide version history 2 / 20

2. Product Description With myinsight for Documentum, end-users can request reports from predefined report definitions. They can see the reports displayed on their computer screen or receive reports automatically in their e-mail or at a specified location inside or outside the Documentum repository. The preferred format can be chosen by the end-user, without the end-user needing any knowledge about DQL, HTML or XSL. myinsight for Documentum categorizes functionalities according to the user s role in the report generator. There are 3 predefined roles: Users in the Report User role, which supplies predefined reports from the system, require no knowledge of either DQL or style sheets. Users in the Report Administrator role can schedule reports so that they are generated automatically at a predefined time and location. Users in the Report Builder role can define new report specifications by configuring the DQL statements, and they can identify and compose the desired style sheets. myinsight for Documentum can be accessed by anyone who has been given one of these default roles. myinsight for Documentum can produce output in any format that can be generated using XSL style sheets. For example: reports can be presented in PDF, HTML, text file, Microsoft Excel spread sheet or Microsoft Word format. myinsight for Documentum can also e-mail the output file automatically. In this case the recipient does not need to be a Documentum user and can even be someone from outside the organisation. myinsight for Documentum is integrated into Documentum Webtop, Documentum xcp TaskSpace, Documentum Administrator, Documentum D2 and Documentum xcp, in line with the corporate philosophy of Documentum. This enables end users to work in an environment that they are already familiar with. Due to its full integration within the Documentum environment, no additional components need to be installed on the end user s local machine. Figure 1: myinsight integration into the OpenText Documentum platform 3 / 20

As shown in the previous figure, myinsight for Documentum components are located on both Repository level as Web Application Level. Both use standard OpenText Documentum subcomponents for its functionality. In December of 2015 euroscript has been renamed to AMPLEXOR. The product euroscript Documentum Report Generator has been renamed to myinsight for Documentum. For the reader's convenience, the abbreviation 'myinsight' will be used in this document, instead of the full product title 'myinsight for Documentum'. 4 / 20

3. Installing the mobile app To install the mobile application on your mobile device, browse to 'myinsight for Documentum' on: Google Play Store for Android devices, follow this link, or scan the QR code: itunes for ios devices, follow this link, or scan the QR code: 5 / 20

4. Using the mobile application To use the application you must connect your application to a server and a repository. Note The application includes a demo which does not require credentials or connection details. To connect to your server the following details will be required: The URL or IP of the server The port number of the server The name of the Webservice To connect to your repository you will need to know: The repository name The username registered to this repository The password 4.1. Register Enter the URL or IP, the port number and the webservice in the Register screen and press [Retrieve repository]. Alternatively, you can start a demo, which uses a predefined server and repository with data for demonstration purposes. If you would like to start the demo, press [Start demo] and skip to First use on page 10. Note To Register a server, it must run myinsight version 5.1 or higher! 6 / 20

Figure 2: Register to server To register the application to your repository you will need the Username and Password for the repository you are trying to reach. Figure 3: Register repository 7 / 20

All available repositories from the server are loaded. By pressing the repository name, a selection wheel of available repositories is presented. Slide up or down and press [Done] to select the highlighted repository. Figure 4: Select Repository Enter your Username and Password for the selected Repository. Press [Login]. After registering a repository, you will be prompted to set a pincode. The pincode in our application is a 5 digit number, which acts as your username/password combination. The pincode will make it easier for you to access your myinsight data by not having to enter your username and password for every login. 8 / 20

Figure 5: Registering a pincode Enter your personal pincode in the Pincode field and repeat it in the field below. Press [Set pincode]. Note Your pincode is stored on your device. Other devices can still log in on the repository with the Username and Password and register with an identical or different pincode. 4.1.1. Login You will be prompted to login after you have registered a new repository or if your application has been closed. Note Applications running in the background may be closed by your Operating System if they are unused for some time. 9 / 20

Figure 6: Logging in with your pincode Enter the 5 digits of your personal pincode. Note If you forgot your pincode, you can re-register your repository by pressing the [Change repository] button, which opens your list of registered repositories. Then press [Create new repository] and follow the steps in section Register on page 6. 4.2. First use When you use the application for the first time a visual introduction will open. This will explain the main functionality of the app. 10 / 20

Figure 7: Adding Reports to the dashboard Figure 8: Enabling charts in your dashboard Figure 9: Dashboard overview Figure 10: Thank you! 11 / 20

4.3. Dashboards The dashboard tab provides you with an overview of reports. The overview can be in three different states: Figure 11: Empty Figure 12: Report tiles (Example) Figure 13: Report charts (Example) myinsight mobile offers two possibilities in presenting an overview of your Reports and Charts: Via Tiles (see Figure 12 on page 12), where clicking on a tile will open the report. Up to 4 tiles can be shown on a single screen. If more than 4 reports are added to the dashboard, they can be accessed by swiping left or right. As full screen Charts (see Figure 13 on page 12). All reports are presented after the next in full screen. To view the next Chart, simply swipe left or right. To switch between overview of Reports or Charts, switch to the Settings screen and toggle the Chart view slider (see Settings on page 18). Note It's possible for your myinsight installation to show a default dashboard instead of an empty dashboard. To achieve this, please view the post installation instructions for myinsight for Documentum as described in the Installation Guide. 4.4. Browser The browse tab lets you browse through your repository, and look for Reports. When the Browse tab is tapped, the root of the repository will be shown. 12 / 20

Figure 14: Example of a repository's root folder In this example root category (from the demo), there is only one folder: 'Mobile Reports'. When the folder is tapped, the following screen opens: Figure 15: Example: Content of Mobile Reports 13 / 20

The folder Mobile Reports in the demo environment only contains Reports, under the tab 'Reports'. Any folders would be listed under a tab 'Folders'. 4.4.1. Running reports The contents of our example folder Mobile Reports looks as follows: Figure 16: Example: Contents of 'Mobile Reports' folder When 'Created Reports in the Last Hours' is tapped, the report settings are shown in which variables can be set which are used as parameters for the query. 14 / 20

Figure 17: Example: 'Created Reports in the Last Hours' report settings When [Run report] is tapped, the report will be run and the results will be displayed. If a report has no variables which can be set, the report will be run right away. If, for example, the report 'Created Conted' was selected in the Mobile Reports folder, it would load the result screen right away (see Figure 18 on page 16). 15 / 20

Figure 18: Example: 'Created Content' report result 4.4.2. Adding reports to the dashboard If you would like quick access to a report by adding it to the dashboard, press the star icon in the top right corner. The star icon will turn yellow the dashboard simply tap the yellow star again.. To remove a report from In the example report from section Running reports on page 14, called 'Created Content', this would look like the following: 16 / 20

Figure 19: Example: 'Created Content' report added to dashboard When you tap the Dashboard, the 'Created Content' report is listed as a tile, or shown as a chart, depending on your Chart View setting. For more information about the dashboard, please view Dashboards on page 12. 17 / 20

Figure 20: Dashboard Report tile Figure 21: Dashboard Report chart Table 2: Chart view difference 4.5. Settings Two options are available in the settings screen: Chart view Logout Chart view is a slider which can be ON ( ) or OFF ( ). This setting dictates how the reports are displayed on the Dashboard tab, for an example refer to Table 2 on page 18. Logout is a button which navigates you to the login screen, in which you are prompted to login to the last selected repository, or to select a different one. 18 / 20

Figure 22: Settings screen 19 / 20

5. Release Notes 5.1. What's New The What s new chapter describes the features for the first release of myinsight Mobile Application: 1.0. Functionality Description Browse Login and browse your repository. Run reports Run your report and immediately receive the results on your mobile device. Pincode Shorten your username and password combination to a 5 digit pincode, for easy mobile access. Dashboard Add your most valuable reports to your personal dashboard for a fast overview on your mobile device, in a tile overview or as charts based on live data. 20 / 20