IBM FileNet eforms Designer

Size: px
Start display at page:

Download "IBM FileNet eforms Designer"

Transcription

1 IBM FileNet eforms Designer Version Advanced Tutorial for Desktop eforms Design GC

2

3 IBM FileNet eforms Designer Version Advanced Tutorial for Desktop eforms Design GC

4 Note Before using this information and the product it supports, read the information in Notices on page 60. This edition applies to version of IBM FileNet eforms Designer (product number 5724-R85) and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright International Business Machines Corporation 2005, All rights reserved. US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Table of Contents 5 Table of Contents Table of Contents Revision Log Introduction About This Advanced Tutorial Conventions Used in This Tutorial Notes Commands and Control Names The eforms Designer Documentation Scripting Writing Scripts for Button Objects Personal Page Script Employment Page Script Income & Expenses Page Script Assets Page Script Liabilities Page Script Comments Page Help Message Help Script Writing a Script For a Lookup Field Lookup Script Cell Lookup Script Testing the Scripts in Desktop eforms Open Desktop eforms Enable Debugging Test the Page Button Scripts Test the Help Message Script Test the Lookup Script Auto-increment Numbers Configuring a DSN Configuring an Auto-increment Configure an ODBC Auto-increment Write an SQL Statement Test the Auto-increment Data Lookups Configuring a Data Lookup Configure an HTTP Lookup Test the Data Lookup Data Submit Drawing a Button Use the Button Tool Configure a Submit Action for the Button

6 Table of Contents 6 Configuring a Data Submit Test the Data Submit With Desktop eforms Routing Mail Subject Cell Field Name Calculation Mail Send to Cell Mail Send to Field Calculation Message Cell Mail Comment Calculation Testing Routing in Desktop eforms Send an Digital Signatures Signature Format Configure Signature Cells Test the Signature Fields Dynamic Choice Lists Designing the Choice List If-Then-Else Formula Test the Choice List Custom Menus Removing Menu Commands File Menu Items Edit Menu Items Cell Menu Items View Menu Items Adding Menu Commands File Menu Items Adding a Menu Go To... Menu Items Test the Custom Menu Functions Adding Mathematical Functions Random RunningTotal Convert Choice Create a Choice List Choices Testing the Functions Random Running Total Convert Choices

7 Table of Contents 7 Form Tracking Configuring Form Tracking Tracking Cell Track Connection and Request Status URL Testing HTTP Form Tracking Fill Out and Sign Form Send Form Notices Trademarks Index

8 Revision Log 8 Revision Log Date Revisions 11/06 Revised version number and copyright information; added Revision Log. 3/05 Initial posting.

9 Introduction 9 Introduction Welcome to the IBM FileNet eforms Designer Advanced Tutorial for designing form templates for use with Desktop eforms. eforms Designer is powerful, yet easy-to-use software, created for the design of professional looking forms for paper or electronic use. About This Advanced Tutorial This tutorial explains how to automate a form created in eforms Designer with the following features for Desktop eforms: Database Connectivity for data lookups, submits, auto-increments, and form tracking. JavaScript controlled actions. Special Mail Cells for routing. Digital Signatures. Functions. Dynamic Choice Lists. Custom Menus. Each section is organized into lessons with a series of tasks. The lessons in this tutorial lead you through the steps involved in adding intelligence features to a 7 page personal loan application form for a fictitious company called World Corporation.

10 Conventions Used in This Tutorial 10 NOTES A Desktop Form Template containing answers for the tutorial is provided in a file called answer key.itp. You may refer to this template after completing the tutorial. For your form design on Windows, ASP files and a Microsoft Access database are provided with this tutorial. Conventions Used in This Tutorial This section describes the conventions used in this manual to ensure that you can easily find and understand the information you need to perform specific tasks with Designer. Notes Throughout this manual, you ll see text with the label Note in the left margin. These notes contain important information such as warnings, reminders, and specific conditions to be aware of. The example below shows a typical note. NOTE Important information about eforms Designer has the label note beside it like this one. Commands and Control Names When specific instructions on how to perform a certain task are given, commands, and cell names are shown in a bold type face. For example, when learning how to use Designer s spell check feature, you ll read the following text: To spell check your current template, choose Edit > Spelling > Check Template. The names of buttons and tools are shown in bold text (OK, Pointer tool). The names of options, fields, and drop-down lists are shown in single quotes. Items that are selected from a drop-down list are shown in double quotes. For example: Choose Arial from the Font drop-down list. The eforms Designer Documentation The eforms Designer documentation provides you with a complete reference to the features and capabilities of Designer. The documentation combines text and graphics to thoroughly document every aspect of the software. In addition to your eforms Designer advanced tutorial, refer to the following: The eforms Designer Help provides a complete reference to eforms Designer s design and graphics features. Instructions are given for every step in the form design process, including preparing the drawing area of the template, using the drawing tools, adding graphics, and printing. It also provides a detailed reference to eforms Designer s forms automation features. You ll learn about data handling capabilities, using digital signatures, linking forms to other data sources, using formulas and functions, how to configure templates for tracking, and scripting capabilities. It also provides guidelines for distributing both new templates and new revisions of templates in an organization.

11 Scripting 11 Scripting This section explains how to add scripts using JavaScript for additional functionality to the Desktop Form Template. For example, scripts can be configured to run when the user clicks a button, submits a form, or tabs out of a lookup field. By the end of this section, you ll know how to: Enter scripts and link them to button and field objects. Use the enable debugging option to test scripts in Desktop eforms. NOTE Scripting and buttons are supported if a user fills out a form using Desktop eforms. However, scripting and buttons are not supported for filling out forms in a web browser. It s assumed that you have a basic knowledge of how to write JavaScript. Writing Scripts for Button Objects Writing Scripts Personal Page Task 1a on page 12 Help Message Employment Page Task 1b on page 13 Income and Expenses Page Task 1c on page 13 Assets Page Task 1d on page 14 Liabilities Page Task 1e on page 14 Comments Page Task 1f on page 15 Help Script Task 2 on page 16 Writing a Script for a Lookup Writing Scripts Field Lookup Task 3a on page 16 Testing the Scripts in Desktop eforms Cell Lookup Task 3b on page 17 Open Desktop eforms Task 4a on page 17 Enable Debugging Task 4b on page 18 Testing Scripts Page Button Task 4d on page 19 Help Message Task 4d on page 19 Lookup Task 4e on page 19

12 Writing Scripts for Button Objects 12 Writing Scripts for Button Objects In this lesson, you ll write and add scripts to the Personal Loans Application template and then connect the appropriate scripts to various button objects displayed as a menu on the Home page. On Windows, choose Programs > FileNet > eforms > Tutorials and Samples, double-click Use with Forms Manager folder and open the advanced tutorial.itp in eforms Designer. On Macintosh, open the Designer folder from the Applications folder an then double-click the eforms Designer icon. Browse to the advanced tutorial.itp. Task 1a: Personal Page Script By using the Document reference object, to apply the currentpage property in a script that invokes a select page action. On this template, there are 6 buttons on the page entitled Home Page. When the user clicks a button, the view will change to the selected page. You ll enter the sample scripts provided for you and then connect them to the appropriate button objects displayed as a menu on the Home page. 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToPersonalPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 5 pages from that number, and then reset the focus of the form to // Page 2. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-5; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit JavaScript dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Personal and then choose Settings > Button. 2. Select Script from the Type drop-down list.

13 Employment Page Script Click the script entitled GoToPersonalPage from the Scripts list and click OK. Task 1b: Employment Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToEmploymentPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 4 pages from that number, and then reset the focus of the form to // Page 3. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-4; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Employment and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToEmploymentPage from the Scripts list and click OK. Task 1c: Income & Expenses Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToIncome&ExpensesPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 3 pages from that number, and then reset the focus of the form to // Page 4. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-3; eforms.currentdocument.currentpage=thepage;

14 Assets Page Script (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Income & Expenses and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToIncome&ExpensesPage from the Scripts list and click OK. Task 1d: Assets Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToAssetsPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form, subtract // 2 pages from that number, and then reset the focus of the form to // Page 5. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-2; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Assets and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToAssetsPage from the Scripts list and click OK. Task 1e: Liabilities Page Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToLiabilitiesPage. 4. Enter the following script in the text box:

15 Comments Page 15 // this script will count the number of pages (7) in the form, subtract // 1 pages from that number, and then reset the focus of the form to // Page 6. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i-1; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Liabilities and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToLiabilitiesPage from the Scripts list and click OK. Task 1f: Comments Page 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type GoToCommentsPage. 4. Enter the following script in the text box: // this script will count the number of pages (7) in the form // and then reset the focus of the form to Page 7. var i; var thepage; i=eforms.currentdocument.pagecount; thepage=i; eforms.currentdocument.currentpage=thepage; 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled Comments and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled GoToCommentsPage from the Scripts list and click OK.

16 Help Message 16 Help Message By using the Util reference object, you can apply the message property in a script that invokes a dialog box. On the Home page, there is a button with a question mark icon. When the user clicks this button, a dialog box containing a brief help message will appear. In this task, you ll enter the sample script provided for you and then connect it to the appropriate button. Task 2: Help Script 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type HomeHelp. 4. Enter the following script in the text box: Util.message("Click a button on the Home page to move to the desired section.", "Close", NOTE, false) 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Next you ll assign the script to its button. 1. On the Home page, click the button entitled? and then choose Settings > Button. 2. Select Script from the Type drop-down list. 3. Click the script entitled HomeHelp from the Scripts list and click OK. Writing a Script For a Lookup In this lesson, you ll write and add a script to the Personal Loans Application template and then connect it to a field object displayed on the Liabilities page. Task 3a: Field Lookup Script By using the Cell reference object, you can apply the value property in a script that sets the value for a cell. On this template, there is a field named CreditRating. After the user selects a value from this field, a lookup is performed and returns a Yes value to one of the radio buttons located below it. To enter the sample script provided for you and then connect it to the appropriate field: 1. Choose Form > Template Settings > Scripts. The Scripts dialog box appears. 2. Click New. The Edit JavaScript dialog box appears. 3. In the Script Name field, type CreditRatingCheck. 4. Enter the following script in the text box:

17 Cell Lookup Script 17 thedoc = eforms.currentdocument; therec = thedoc.currentrecord; therec.commit(); theval = therec.cell("creditratingcheck").value; switch (theval) { case "Fail": thedoc.currentcell = Cell("R1") thevalue = "Yes"; Cell("R1").value = thevalue; break; case "Pass": thedoc.currentcell = Cell("R7") thevalue = "Yes"; Cell("R7").value = thevalue; break; case "Warn": thedoc.currentcell = Cell("R4") thevalue = "Yes"; Cell("R4").value = thevalue; break; } 5. (Optional) Click Check to perform a syntax check on the script. 6. Click OK to save the script and close the Edit Scripts dialog box. 7. Click Done to close the Scripts dialog box. Task 3b: Cell Lookup Script 1. On the Liabilities page, click the field named Credit Rating and then choose Settings > Lookup. 2. In the Lookup for Credit Rating dialog box, choose Script from the Connection type drop-down list. 3. Click Choose Script. A dialog box containing a list of all configured scripts appears. 4. Select the CreditRatingCheck script and then click OK. 5. Click OK to close the Lookup for CreditRating dialog box. 6. Click Save As. 7. Name the template or accept the default name advanced tutorial.itp. Leave the default file type set to Desktop Form Template. 8. Browse to a location on your local drive and then click Save. Testing the Scripts in Desktop eforms In this lesson, you ll open the template with Desktop eforms and enable a debugging option for testing. Task 4a: Open Desktop eforms To open Desktop eforms: 1. Choose Start > Programs > FileNet > Forms Manager > Desktop eforms.

18 Enable Debugging Press and hold Alt on your keyboard while the Desktop eforms application opens. The Open dialog box appears. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the Loan Application template and then click Open. Task 4b: Enable Debugging You can enable and disable debugging at any time while testing the template s scripts. To enable debugging: 1. Choose Edit > Preferences. 2. Click the Scripting icon from the scrolling list. 3. Click Set Preferences. The Scripting Preferences dialog box appears. 4. Click the Enable debugging option and then click OK. 5. Click OK to close the Preferences dialog box. To disable debugging, clear the Enable debugging option at step 4. Task 4c: Test the Page Button Scripts 1. On the Home page, click the Personal page button. The JavaScript Debugger window displays. 2. Click the Run button to proceed with the script. The page jumps from the Home page to the Personal page. 3. You can continue to test the other buttons in the menu. If you want, you may disable the debugging option. The JavaScript Debugger window will not display.

19 Test the Help Message Script 19 Task 4d: Test the Help Message Script 1. On the Home page, click the? button. You should see a dialog box like the one shown next: 2. Click OK to close the dialog box. Task 4e: Test the Lookup Script 1. On the Liabilities page, choose Pass from the Credit Rating drop-down list. The cursor moves to option Choose Warn from the Credit Rating drop-down list. The cursor moves to option Choose Fail from the Credit Rating drop-down list. The cursor moves to option Please leave Desktop eforms open to test other features demonstrated in this Tutorial.

20 Auto-increment Numbers 20 Auto-increment Numbers This section explains how to add an auto-incrementing value to a form using ODBC. For your convenience, a Microsoft Access database supplements this section. Auto-incremented values can be unique numbers used to identify a form. By the end of this section, you ll know how to: Create a DSN on your local drive to support ODBC and HTTP connectivity for the tutorial. Configure an auto-incrementing number on the form using ODBC. NOTE A Microsoft Access database is provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Configuring a DSN Task 5 on page 21 Configuring an Auto-increment Configuring an ODBC Auto-increment Task 6a on page 21 Write an SQL Statement Task 6b on page 22 Test the Auto-Increment Task 7 on page 23

21 Configuring a DSN 21 Task 5: Configuring a DSN Before you configure the lookup, you must first setup its data source. When the lookup is performed, it will connect to an Active Server Page that includes a reference to the data source via a DSN (data source name). To create a DSN: 1. Choose Start > Settings > Control Panel. The Control Panel dialog box appears. 2. Double-click Administrative Tools. 3. Double-click Data Sources (ODBC). The ODBC Data Source Administrator dialog box appears. 4. Click the System DSN tab. 5. Click Add. 6. Choose Microsoft Access Driver (*.mdb) from the driver list and then click Finish. The ODBC Microsoft Access Setup dialog box appears. 7. In the Data Source Name field type Loans. 8. In the Database section, click Select. Browse to the directory containing your eforms Designer Advanced Tutorial server files and then click the database named PersonalLoans.mdb. 9. Click OK to select this database. 10. Click OK until all dialog boxes are closed. Close the Control Panel when finished. Configuring an Auto-increment In this lesson, you ll configure an ODBC auto-increment for a field and then write a SQL statement that performs the function. Task 6a: Configure an ODBC Auto-increment Choose the ODBC auto-increment method for the LoanNo field. 1. Go to the Personal page. 2. Right-click the LoanNo field and choose Value from the pop-up menu or choose Settings > Value. The Value for LoanNo dialog box appears. 3. From the Type drop-down list, choose Auto-increment. 4. From the Assign next value from drop-down list, choose ODBC. The Value dialog box should now resemble the one shown next:

22 Write an SQL Statement 22 Task 6b: Write an SQL Statement Next, you ll write an appropriate SQL statement to support the auto-increment. The Select statement will retrieve the value from a table in the database, return the value to the form, and then update the table with a new value incremented by Click Configure in the Value dialog box. The Auto-increment for LoanNo dialog box appears. 2. Click Define Connection. 3. From the Database server drop-down list, choose Loans. 4. Click OK to close the Define Connection dialog box. 5. In the Auto-increment text box, type the following Select statement: Select FormNumber from tblautoincrement; Update tblautoincrement Set FormNumber = "FormNumber" +1; Select FormNumber from tblautoincrement; 6. Click OK to close the Auto-increment dialog box. 7. Click OK to close the Value dialog box.

23 Test the Auto-increment 23 Task 7: Test the Auto-increment In this task, you ll test the ODBC auto-increment within eforms Designer. The PersonalLoans database contains an Auto-increment table with the starting value, Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Click the Personal page. 3. Click in the Loan Number cell. 4. Choose Form > Assign Next Value. The next number that appears is 1000.

24 Data Lookups 24 Data Lookups This section explains how to add a lookup to a field using HTTP connectivity. For your convenience, an Active Server Page and Microsoft Access database supplement this section. Lookups reduce data entry and user error by retrieving information from an external data source. By the end of this section, you ll know how to: Configure a lookup for a field. NOTE The ASP and Microsoft Access database files are provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Configuring a Data Lookup Configuring an HTTP Lookup Task 8a on page 25 Test the Data Lookup Task 8b on page 26

25 Configuring a Data Lookup 25 Configuring a Data Lookup In this lesson, you ll configure a lookup to a Customer Account number field. When the user enters a number in this field, the lookup searches the Microsoft Access database for the matching number. If a match is found, the lookup will return data in the First Name, Middle Initial, and Last Name fields. Task 8a: Configure an HTTP Lookup For this task, you ll configure the Customer Account No. lookup. The PersonalLoans database already contains test data in a Lookup table. 1. Click the AcctNo field and choose Settings > Lookup. The Lookup for AcctNo dialog box appears. 2. Choose HTTP from the Connection type drop-down list. 3. Click Define Connection. 4. In the Host name field, enter the name of the web server or IP address of the machine where the database and ASP file are stored. 5. Click OK to close the dialog box. 6. Click Create Request. The Create Request dialog box appears. 7. Create a new folder called Scripts in the C:\Inetpub directory. 8. Copy the ASP file called lookup.asp from the Use with Forms Manager folder to C:\Inetpub\Scripts. 9. In the CGI query field, enter the following path to the ASP file: /Scripts/lookup.asp?AcctNo=<<AcctNo>> 10. Click OK to close the dialog box. 11. Click OK to close the Lookup for AcctNo dialog box.

26 Test the Data Lookup 26 Task 8b: Test the Data Lookup Next, you ll test the HTTP lookup within eforms Designer. 1. Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Click the Personal page. 3. In the Customer Account No. field, type 101 and then press Enter or Tab. The following data is returned to the form: First Name: Peter Mid Initial: K Last Name: Smith 4. Return to Design mode by clicking the switch icon or choose Form > Design advanced tutorial.itp.

27 Data Submit 27 Data Submit This section explains how to add submit functionality to a form using ODBC. For your convenience, a Microsoft Access database supplements this section. Submits allow the user to send form data to an external data source without having to re-key data or follow complicated import and export instructions. By the end of this section, you ll know how to: Draw a button and configure Submit functionality to it (for use with Desktop eforms only). Configure a submit for several fields on a form using ODBC. NOTE A Microsoft Access database is provided with the supporting resources for the eforms Designer Advanced Tutorial. To complete this section, Microsoft Access must be installed on the machine that contains the DSN. If you are unfamiliar with how to upload scripts and data sources to a web server, please contact your system administrator for more information. Drawing a Button Use the Button Tool Task 9a on page 28 Configure a Submit Action for the Button Task 9b on page 28 Configuring a Data Submit Task 10 on page 29 Testing the Data Submit With Desktop eforms Task 11 on page 32

28 Drawing a Button 28 Drawing a Button Since data submits can be a commonly used feature on a form, you ll design a button for this form to emphasize this function. NOTE If you re designing forms only for use with HTML eforms, a Submit button is automatically configured. In this case, you may proceed to the next lesson in Task 10 on page 29. Task 9a: Use the Button Tool To draw and customize a button using the Button tool: 1. Click the Button tool on the Drawing toolbar. If this toolbar is hidden, choose Window > Toolbars > Drawing. 2. Draw a small rectangle-shaped button below the multiple account number section. 3. (Optional) With the button selected, choose Style > Fill Color and Style > Pen Color to change the background color and text color of the button. You may also use Style > Borders to round the edge of the button for visual enhancement. The following is an example of what the button may look like on the form: Task 9b: Configure a Submit Action for the Button To configure the button with a Submit action: 1. Click the Pointer tool, right-click the button and choose Button from the pop-up menu or choose Settings > Button. The Button Settings dialog box appears. 2. In the Name field, type Submit. 3. From the Style drop-down list, choose Shadowed. 4. From the Built-in Commands scrolling list, choose Submit.

29 Configuring a Data Submit Click OK to save the button settings. Task 10: Configuring a Data Submit When setting up a submit for a form, you must match cells from the form to fields in the database. In this task, you ll configure a submit that will send data to two tables: one containing all submitted data and another containing data for lookups. You can test the submit by checking the database or performing a data lookup on the form. To link cells to external data source fields: 1. Choose Form > Template Settings > Data Submission. The Data Submission dialog box appears. 2. From the Connection type drop-down list, choose ODBC. 3. Click Define Connection. The Define Connection dialog box appears. 4. From the Database server drop-down list, choose the DSN Loans. 5. Click OK to close the Define Connection dialog box and return to the Data Submission dialog box. 6. Click Choose Tables. The Select Tables dialog box appears. 7. While pressing the Shift key, select the tables tbllookup and tblpersonal and then click Add. 8. Click OK to close the dialog box and return to the Data Submission dialog box. The Links to remote data scrolling field contains a list of all fields from both tables. 9. Refer to the following tables for this step. First, click the item in the Cells on template list; then click the matching item in the Links to remote data list; then click Link.

30 Configuring a Data Submit 30 Cells on template LoanNo AcctNo Requested Loan Amount Duration Mr Mrs Ms DOB FirstName LastName MidInitial Address City Home Telephone Work Telephone Mobile Savings Account No. Joint1 JointName1 Chequing Account No. Joint2 JointName2 Other Account No. Joint3 JointName3 AcctNo FirstName Links to remote data tblpersonal:loanno tblpersonal:acctno tblpersonal:requested Loan Amount tblpersonal:duration tblpersonal:mr tblpersonal:mrs tblpersonal:ms tblpersonal:dob tblpersonal:firstname tblpersonal:lastname tblpersonal:midinitial tblpersonal:address tblpersonal:city tblpersonal:homeph tblpersonal:workph tblpersonal:mobile tblpersonal:savings Account No tblpersonal:joint1 tblpersonal:jointname1 tblpersonal:chequing Account No tblpersonal:joint2 tblpersonal:jointname2 tblpersonal:other Account No tblpersonal:joint3 tblpersonal:jointname3 tbllookup:acctno tbllookup:firstname

31 Configuring a Data Submit 31 Cells on template LastName MidInitial Mr Mrs Ms Links to remote data tbllookup:lastname tbllookup:midinitial tbllookup:mr tbllookup:mrs tbllookup:ms 10. Click OK to close the dialog box. 11. Click Save on the standard toolbar to save the template.

32 Test the Data Submit With Desktop eforms 32 Task 11: Test the Data Submit With Desktop eforms In this task, you ll test the ODBC Submit in Desktop eforms. 1. Return to Desktop eforms. 2. Choose File > Open. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the advanced tutorial.itp and then click Open. An information dialog box appears. 5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template. 6. After the form opens, click the Personal button. 7. Fill out this page with data and then click the Submit button. Note the number you typed in the Customer Account No. field. 8. Choose Database > Clear Record to clear the form. To test the data submitted to the Lookup table in the database: 1. Enter the number you typed in the Customer Account No. field at step 7 listed above. 2. Tab away from the field. Data should be returned to the salutation prefix and name fields. To test the data submitted to the Personal table in the database: 1. Open the database named PersonalLoans.mdb. 2. Double-click the Personal table to open it. The data that you entered on the form has been successfully posted to the database. 3. Close the database and then close Microsoft Access.

33 Routing 33 Routing This section explains how to configure Routing by using special Mail Cells. Mail Cells are calculated fields containing prefilled send mail values. For example, when the user sends the form, the subject, recipient, and message can be automatically filled out. By the end of this section, you ll know how to: Create and configure a MailSubject cell. Create and configure a MailSendTo cell. Create and configure a MailComment cell. Mail Subject Cell Field Name Task 12a on page 34 Calculation Task 12b on page 34 Mail Send to Cell Mail Send to Field Task 13a on page 34 Calculation Task 13b on page 35 Message Cell Mail Comment Task 14a on page 35 Calculation Task 14b on page 35

34 Mail Subject Cell 34 Mail Subject Cell In this lesson, you ll create a special field called MailSubject then configure a calculation that will populate this field with values. When the user s the form, the Send dialog box appears with a prefilled subject line containing the Loan Number and name of the applicant. Task 12a: Field Name 1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to Mail Subject. 4. Click OK to close the dialog box. Task 12b: Calculation 1. Right-click the Mail Subject field and choose Value from the pop-up menu. 2. Select Calculation from the Type drop-down list. 3. Type this calculation in the text box: "PL-" & LoanNo & ", " & LastName & ", " & FirstName 4. Click OK to close the dialog box. Mail Send to Cell In this lesson, you ll create the Mail Send To field and then configure a calculation that will populate this field with a value. When the user s the form, the Send dialog box appears with a prefilled recipient address. Task 13a: Mail Send to Field To create the MailSendTo field names: 1. Click the Field tool and draw two fields on the Work Page. 2. Right-click the first field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to Mail Send To. 4. Click OK to close the dialog box. 5. Right-click the second field and choose Cell from the pop-up menu. 6. In the Cell Settings dialog box, change the cell name to ExternalName. 7. Click OK to close the dialog box.

35 Calculation 35 Task 13b: Calculation 1. Right-click the ExternalName field and choose Value from the pop-up menu. 2. Choose Calculation from the Type drop-down menu. 3. Type this calculation in the text box: External ("SignerName",Loans Officer Signature) 4. Click OK to close the dialog box. 5. Right-click the Mail Send To field and choose Value from the pop-up menu. 6. Choose Calculation from the Type drop-down list. 7. Type this calculation in the text box: ExternalName & You may change the host to your company s standard address for testing purposes. 8. Click OK to close the dialog box. Message Cell In this lesson, you ll create the Mail Comment field and then configure a constant value that will populate this field. When the user s the form, the Send dialog box appears with a pre-filled message. Task 14a: Mail Comment 1. Click the Field tool and draw a field on the Work Page. 2. Right-click the field and choose Cell from the pop-up menu. 3. In the Cell Settings dialog box, change the cell name to MailComment. 4. Click OK to close the dialog box. Task 14b: Calculation 1. Right-click the MailComment field and choose Value from the pop-up menu. 2. Choose Constant Value from the Type drop-down list. 3. Type this message in the text box: Please review the attached application. 4. Click OK to close the dialog box. Testing Routing in Desktop eforms In this lesson, you ll open the template with Desktop eforms and the form to yourself or another user to test the routing feature.

36 Send an 36 Task 15: Send an 1. On the Home page, click the Personal button. 2. Enter data in the First Name and Last Name fields. 3. Return to the Home page and click the Comments button. 4. On the Comments page, double-click the Loans Officer Signature field. The Digital Signature Service dialog box appears. 5. Choose a signing service from the Sign using drop-down list and then click OK. 6. Enter your password and then click OK. 7. Click the Send to Officer button below the ManagerSignature field. You ll see a Send dialog box similar to the one shown next: The recipient, subject, and message body should be filled with data. 8. Click Cancel to close the dialog box.

37 Digital Signatures 37 Digital Signatures This section explains how to format a field for digital signing. Digital signatures offer security by providing tamper detection and signer identification. By the end of this section, you ll know how to: Change the default field format from text to signature. Configure signing services and sign parts of a form with a digital signature. Signature Format Configuring Signature Cells Task 16a on page 38 Test the Signature Fields Task 16b on page 39

38 Signature Format 38 Signature Format In this lesson, you ll change the format of two fields on the form from text to signature. When the user double-clicks a signature field, they will be prompted for their user name and password. Once this information is entered, the field will display the user s name and the date the form was signed. Task 16a: Configure Signature Cells In this task, you ll configure digital signing for the Loans Officer Signature and Manager Signature fields. The Loans Officer Signature field will sign all fields that precede it, tab order wise, while the Manager Signature field will sign all fields preceding it, up to and including the Loans Officer signature. 1. Click the Comments page. 2. Right-click the Loans Officer Signature field and choose Format from the pop-up menu. The Format dialog box appears. 3. Choose Signature from the Type drop-down list. 4. Click Sign All to mark signed fields in the Cells to sign list. 5. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list. 6. Click Unsign and then click OK. The remaining fields marked with an x will still be signed. To configure the Manager Signature field: 1. Right-click the Manager Signature field and choose Format from the pop-up menu. The Format dialog box appears. 2. Choose Signature from the Type drop-down list. 3. Hold the Shift key and click the Approved, Rejected, Comments1, and Manager Signature fields from the Cells to sign list. 4. Click Sign All and then click OK. Fields marked with an x will be signed.

39 Test the Signature Fields 39 Task 16b: Test the Signature Fields Next, you ll test the digital signatures within Desktop eforms. 1. Return to Desktop eforms. 2. Choose File > Open. 3. Select Desktop Form Template (*.itp) from the Files of type drop-down list. 4. Browse for the advanced tutorial.itp and then click Open. An information dialog box appears. 5. Click Replace to replace the previous template that resides in your My Forms > Templates folder with this template. 6. After the form opens, click the Personal button on the Home page. 7. Fill out some fields on this page. 8. Click the Comments page tab. 9. Enter some comments and then double-click the Loans Officer Signature field. 10. Choose a signing service and then enter your user name and password to sign the form. 11. Try deleting data in any of the fields preceding the Loans Officer Signature field. You ll see the following error message:

40 12. Repeat steps 9-11, this time signing the Manager Signature field. ADVANCED TUTORIAL Test the Signature Fields 40

41 Dynamic Choice Lists 41 Dynamic Choice Lists This section explains how to create a choice list that s dynamically displayed based on data entered in another field on the form. By the end of this section, you ll know how to: Configure a field with a dynamic choice list formula. Designing the Choice List If-Then-Else Formula Task 17a on page 42 Test the Choice List Task 17b on page 42

42 Designing the Choice List 42 Designing the Choice List In this lesson, you ll write a formula that produces a dynamic choice list and configure it to a field. Task 17a: If-Then-Else Formula In this task, you ll write a formula containing 3 different choice lists for a loan Duration field. If the data entered in the Requested Loan Amount field is less than or equal to $1000, then a limited list of duration times appears. If the amount is greater than $1000 but less than or equal to $10,000, then a more extensive list of duration times appear. If the amount is greater than $10,000 then another list appears. 1. Click the Personal page. 2. Right-click the Duration cell and choose Cell from the pop-up menu or choose Settings > Cell. The Cell Settings dialog box appears. 3. Click Choice Lists in the Choices area. 4. Click New. The Edit Choices dialog box appears. 5. In the List name field, type Duration. 6. In the Choice value text box, type the following formula: <<If RequestedLoanAmount <= 1000 Then Tokenize ("3 months_6 months","_") ElseIf RequestedLoanAmount > 1000 and RequestedLoanAmount <=10000 Then Tokenize ("6 months_12 months_18 months_24 months","_") Else {"6 months"} End>> 7. Click Add. NOTE If you did not type the syntax correctly, a warning dialog box will appear. Double-check your syntax and then try again. 8. Click OK to close the Edit Choices dialog box. 9. Click Done to close the Choice Lists dialog box. 10. Click OK to save changes in the Cell Settings dialog box. Task 17b: Test the Choice List Next, you ll test the dynamic choice list within eforms Designer. 1. Switch to test mode by clicking the switch icon or choose Form > Test advanced tutorial.itp > Entire form. 2. Use the following table for this step. Enter the data listed in the Requested Loan Amount column. The matching result is shown in the Expected Results for Duration column.

43 Test the Choice List 43 Requested Loan Amount Expected Results for Duration $ months, 6 months $ months, 12 months, 18 months, 24 months $ months

44 Custom Menus 44 Custom Menus This section explains how to remove and add menu commands normally displayed with Desktop eforms. You may want to customize a menu to remove commands that are not relevant to the purpose of the form, and instead use terminology that s better suited for describing the process. By the end of this section, you ll know how to: Remove redundant or unnecessary menu items. Add useful and more descriptive commands to the menus. Add a new menu. Removing Menu Commands Menu Items File Task 18a on page 45 Edit Task 18b on page 45 Cell Task 18c on page 46 View Task 18d on page 46 Adding Menu Commands File Menu Items Task 19 on page 46 Adding a Menu Go...To Menu Items Task 20 on page 47 Test the Custom Menu Task 21 on page 48

45 Removing Menu Commands 45 Removing Menu Commands In this lesson, you ll remove some commands that are not applicable for this form. NOTE If preferred, you may restore menu commands at any time by choosing Form > Template Settings > Custom Menus and then click Restore Standard Menus. Task 18a: File Menu Items To remove various File menu items: 1. Choose Form > Template Settings > Custom Menus. The Menu Configuration dialog box appears. 2. From the Menubar list, double-click File. The following list of menu items appear: 3. Choose New Document and then click Remove. Do the same for the following items: Send, Submit, Import, Export, Attach, Extract, Recent Templates, and Recent Data Documents. 4. Remove the separator lines shown in the following image. Click the line and then click Remove. line 3 line 4 line 6 Task 18b: Edit Menu Items To remove various Edit menu items: 1. Select Menubar from the drop-down list. 2. From the Menubar list, double-click Edit.

Title Page. Informed Filler. User s Manual. Shana Corporation 9744-45 Avenue Edmonton, Alberta, Canada T6E 5C5

Title Page. Informed Filler. User s Manual. Shana Corporation 9744-45 Avenue Edmonton, Alberta, Canada T6E 5C5 Title Page Informed Filler User s Manual Shana Corporation 9744-45 Avenue Edmonton, Alberta, Canada T6E 5C5 Telephone: (780) 433-3690 Order Desk: (800) 386-7244 Fax: (780) 437-4381 E-mail: info@shana.com

More information

XMailer Reference Guide

XMailer Reference Guide XMailer Reference Guide Version 7.00 Wizcon Systems SAS Information in this document is subject to change without notice. SyTech assumes no responsibility for any errors or omissions that may be in this

More information

User's Guide. Using RFDBManager. For 433 MHz / 2.4 GHz RF. Version 1.23.01

User's Guide. Using RFDBManager. For 433 MHz / 2.4 GHz RF. Version 1.23.01 User's Guide Using RFDBManager For 433 MHz / 2.4 GHz RF Version 1.23.01 Copyright Notice Copyright 2005 Syntech Information Company Limited. All rights reserved The software contains proprietary information

More information

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface...

Module One: Getting Started... 6. Opening Outlook... 6. Setting Up Outlook for the First Time... 7. Understanding the Interface... 2 CONTENTS Module One: Getting Started... 6 Opening Outlook... 6 Setting Up Outlook for the First Time... 7 Understanding the Interface...12 Using Backstage View...14 Viewing Your Inbox...15 Closing Outlook...17

More information

Migrating helpdesk to a new server

Migrating helpdesk to a new server Migrating helpdesk to a new server Table of Contents 1. Helpdesk Migration... 2 Configure Virtual Web on IIS 6 Windows 2003 Server:... 2 Role Services required on IIS 7 Windows 2008 / 2012 Server:... 2

More information

DiskPulse DISK CHANGE MONITOR

DiskPulse DISK CHANGE MONITOR DiskPulse DISK CHANGE MONITOR User Manual Version 7.9 Oct 2015 www.diskpulse.com info@flexense.com 1 1 DiskPulse Overview...3 2 DiskPulse Product Versions...5 3 Using Desktop Product Version...6 3.1 Product

More information

Installing LearningBay Enterprise Part 2

Installing LearningBay Enterprise Part 2 Installing LearningBay Enterprise Part 2 Support Document Copyright 2012 Axiom. All Rights Reserved. Page 1 Please note that this document is one of three that details the process for installing LearningBay

More information

FRONTPAGE FORMS... ... ...

FRONTPAGE FORMS... ... ... tro FRONTPAGE FORMS........................................ CREATE A FORM.................................................................................. 1. Open your web and create a new page. 2. Click

More information

Personal Call Manager User Guide. BCM Business Communications Manager

Personal Call Manager User Guide. BCM Business Communications Manager Personal Call Manager User Guide BCM Business Communications Manager Document Status: Standard Document Version: 04.01 Document Number: NN40010-104 Date: August 2008 Copyright Nortel Networks 2005 2008

More information

Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database

Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Technical Bulletin Issue Date August 14, 2003 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database...2 Introduction...

More information

Change Management for Rational DOORS User s Guide

Change Management for Rational DOORS User s Guide Change Management for Rational DOORS User s Guide Before using this information, read the general information under Appendix: Notices on page 58. This edition applies to Change Management for Rational

More information

Quickstart Tutorial. Bradford Technologies, Inc. 302 Piercy Road, San Jose, California 95138 800-622-8727 fax 408-360-8529 www.bradfordsoftware.

Quickstart Tutorial. Bradford Technologies, Inc. 302 Piercy Road, San Jose, California 95138 800-622-8727 fax 408-360-8529 www.bradfordsoftware. Quickstart Tutorial A ClickFORMS Tutorial Page 2 Bradford Technologies. All Rights Reserved. No part of this document may be reproduced in any form or by any means without the written permission of Bradford

More information

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500

Outlook Email. User Guide IS TRAINING CENTER. 833 Chestnut St, Suite 600. Philadelphia, PA 19107 215-503-7500 Outlook Email User Guide IS TRAINING CENTER 833 Chestnut St, Suite 600 Philadelphia, PA 19107 215-503-7500 This page intentionally left blank. TABLE OF CONTENTS Getting Started... 3 Opening Outlook...

More information

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms

Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms Learn how to create web enabled (browser) forms in InfoPath 2013 and publish them in SharePoint 2013. InfoPath 2013 Web Enabled (Browser) forms InfoPath 2013 Web Enabled (Browser) forms Creating Web Enabled

More information

Bitrix Site Manager ASP.NET. Installation Guide

Bitrix Site Manager ASP.NET. Installation Guide Bitrix Site Manager ASP.NET Installation Guide Contents Introduction... 4 Chapter 1. Checking for IIS Installation... 5 Chapter 2. Using An Archive File to Install Bitrix Site Manager ASP.NET... 7 Preliminary

More information

IBM Operational Decision Manager Version 8 Release 5. Getting Started with Business Rules

IBM Operational Decision Manager Version 8 Release 5. Getting Started with Business Rules IBM Operational Decision Manager Version 8 Release 5 Getting Started with Business Rules Note Before using this information and the product it supports, read the information in Notices on page 43. This

More information

Microsoft Dynamics GP. Electronic Signatures

Microsoft Dynamics GP. Electronic Signatures Microsoft Dynamics GP Electronic Signatures Copyright Copyright 2011 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,

More information

Scribe Online Integration Services (IS) Tutorial

Scribe Online Integration Services (IS) Tutorial Scribe Online Integration Services (IS) Tutorial 7/6/2015 Important Notice No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, photocopying,

More information

ODBC Driver Version 4 Manual

ODBC Driver Version 4 Manual ODBC Driver Version 4 Manual Revision Date 12/05/2007 HanDBase is a Registered Trademark of DDH Software, Inc. All information contained in this manual and all software applications mentioned in this manual

More information

MX-Contact Instruction Sheet: Importing Data Business Contact Manager

MX-Contact Instruction Sheet: Importing Data Business Contact Manager 1 Introduction The purpose of this document is to describe how data can be imported from a Business Contact Manager database into MX-Contact. This process involves 3 steps: 1. Firstly links need to be

More information

Crystal Reports Payroll Exercise

Crystal Reports Payroll Exercise Crystal Reports Payroll Exercise Objective This document provides step-by-step instructions on how to build a basic report on Crystal Reports XI on the MUNIS System supported by MAISD. The exercise will

More information

FileMaker Server 14. FileMaker Server Help

FileMaker Server 14. FileMaker Server Help FileMaker Server 14 FileMaker Server Help 2007 2015 FileMaker, Inc. All Rights Reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker and FileMaker Go are trademarks

More information

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts...

Table of Contents. Welcome... 2. Login... 3. Password Assistance... 4. Self Registration... 5. Secure Mail... 7. Compose... 8. Drafts... Table of Contents Welcome... 2 Login... 3 Password Assistance... 4 Self Registration... 5 Secure Mail... 7 Compose... 8 Drafts... 10 Outbox... 11 Sent Items... 12 View Package Details... 12 File Manager...

More information

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.

Sample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2012 Advanced Outlook TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions HOSTING Administrator Control Panel / Quick Reference Guide Page 1 of 9 Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions Exchange 2010 Outlook Profile Setup Page 2 of 9 Exchange

More information

Creating Custom Crystal Reports Tutorial

Creating Custom Crystal Reports Tutorial Creating Custom Crystal Reports Tutorial 020812 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1

MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 MAS 500 Intelligence Tips and Tricks Booklet Vol. 1 1 Contents Accessing the Sage MAS Intelligence Reports... 3 Copying, Pasting and Renaming Reports... 4 To create a new report from an existing report...

More information

Setting Up ALERE with Client/Server Data

Setting Up ALERE with Client/Server Data Setting Up ALERE with Client/Server Data TIW Technology, Inc. November 2014 ALERE is a registered trademark of TIW Technology, Inc. The following are registered trademarks or trademarks: FoxPro, SQL Server,

More information

Business Objects 4.1 Quick User Guide

Business Objects 4.1 Quick User Guide Business Objects 4.1 Quick User Guide Log into SCEIS Business Objects (BOBJ) 1. https://sceisreporting.sc.gov 2. Choose Windows AD for Authentication. 3. Enter your SCEIS User Name and Password: Home Screen

More information

Webmail Instruction Guide

Webmail Instruction Guide Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with

More information

Changing Your Cameleon Server IP

Changing Your Cameleon Server IP 1.1 Overview Technical Note Cameleon requires that you have a static IP address defined for the server PC the Cameleon server application runs on. Even if the server PC has a static IP address, you may

More information

INTRODUCTION 5 COLLABORATION RIBBON 5 SELECT THE UPDATING METHOD 6 MAKE YOUR PROJECT COLLABORATIVE 8 PROCESSING RECEIVED TASK UPDATES 9

INTRODUCTION 5 COLLABORATION RIBBON 5 SELECT THE UPDATING METHOD 6 MAKE YOUR PROJECT COLLABORATIVE 8 PROCESSING RECEIVED TASK UPDATES 9 Contents Contents INTRODUCTION 5 COLLABORATION RIBBON 5 SELECT THE UPDATING METHOD 6 MAKE YOUR PROJECT COLLABORATIVE 8 PROCESSING RECEIVED TASK UPDATES 9 IMPORT UPDATES 12 CUSTOM TEXT FIELDS MAPPING 13

More information

2. Unzip the file using a program that supports long filenames, such as WinZip. Do not use DOS.

2. Unzip the file using a program that supports long filenames, such as WinZip. Do not use DOS. Using the TestTrack ODBC Driver The read-only driver can be used to query project data using ODBC-compatible products such as Crystal Reports or Microsoft Access. You cannot enter data using the ODBC driver;

More information

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual Vodafone PC SMS 2010 (Software version 4.7.1) User Manual July 19, 2010 Table of contents 1. Introduction...4 1.1 System Requirements... 4 1.2 Reply-to-Inbox... 4 1.3 What s new?... 4 2. Installation...6

More information

Hosting Users Guide 2011

Hosting Users Guide 2011 Hosting Users Guide 2011 eofficemgr technology support for small business Celebrating a decade of providing innovative cloud computing services to small business. Table of Contents Overview... 3 Configure

More information

Using the Query Analyzer

Using the Query Analyzer Using the Query Analyzer Using the Query Analyzer Objectives Explore the Query Analyzer user interface. Learn how to use the menu items and toolbars to work with SQL Server data and objects. Use object

More information

Installing the LotusLive TM Package for Salesforce.com

Installing the LotusLive TM Package for Salesforce.com Installing the LotusLive TM Package for Salesforce.com Before you install Make sure that Team Selling and Account Teams are enabled. To enable Team Selling: Select Setup > Customize > Opportunity > Opportunity

More information

Working with SQL Server Integration Services

Working with SQL Server Integration Services SQL Server Integration Services (SSIS) is a set of tools that let you transfer data to and from SQL Server 2005. In this lab, you ll work with the SQL Server Business Intelligence Development Studio to

More information

Microsoft Dynamics GP. Electronic Signatures

Microsoft Dynamics GP. Electronic Signatures Microsoft Dynamics GP Electronic Signatures Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of the user. Without

More information

Creating Interactive PDF Forms

Creating Interactive PDF Forms Creating Interactive PDF Forms Using Adobe Acrobat X Pro Information Technology Services Outreach and Distance Learning Technologies Copyright 2012 KSU Department of Information Technology Services This

More information

IBM Information Server

IBM Information Server IBM Information Server Version 8 Release 1 IBM Information Server Administration Guide SC18-9929-01 IBM Information Server Version 8 Release 1 IBM Information Server Administration Guide SC18-9929-01

More information

Backup/Restore Utility (Version 2.1)

Backup/Restore Utility (Version 2.1) TOSHIBA Strata CIX Product Bulletin PBCIX-0031 July 31, 2006 Backup/Restore Utility (Version 2.1) Backup/Restore The Backup and Restore Utility is a tool that connects to Stratagy ES, Strata ACD, Strata

More information

Appointment Scheduler

Appointment Scheduler EZClaim Appointment Scheduler User Guide Last Update: 11/19/2008 Copyright 2008 EZClaim This page intentionally left blank Contents Contents... iii Getting Started... 5 System Requirements... 5 Installing

More information

Adobe Dreamweaver CC 14 Tutorial

Adobe Dreamweaver CC 14 Tutorial Adobe Dreamweaver CC 14 Tutorial GETTING STARTED This tutorial focuses on the basic steps involved in creating an attractive, functional website. In using this tutorial you will learn to design a site

More information

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide

CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM. User Guide CRM Migration Manager 3.1.1 for Microsoft Dynamics CRM User Guide Revision D Issued July 2014 Table of Contents About CRM Migration Manager... 4 System Requirements... 5 Operating Systems... 5 Dynamics

More information

TAMUS Terminal Server Setup BPP SQL/Alva

TAMUS Terminal Server Setup BPP SQL/Alva We have a new method of connecting to the databases that does not involve using the Texas A&M campus VPN. The new way of gaining access is via Remote Desktop software to a terminal server running here

More information

Table of Contents. 1. Content Approval...1 EVALUATION COPY

Table of Contents. 1. Content Approval...1 EVALUATION COPY Table of Contents Table of Contents 1. Content Approval...1 Enabling Content Approval...1 Content Approval Workflows...4 Exercise 1: Enabling and Using SharePoint Content Approval...9 Exercise 2: Enabling

More information

MS Outlook 2002/2003. V1.0 BullsEye Telecom Email

MS Outlook 2002/2003. V1.0 BullsEye Telecom Email IMAP Settings Manual Our application allows you to access your email in many different ways. For those of you who do not wish to use the Webmail interface, you may also manage your email and custom folder

More information

Installing SQL Express. For CribMaster 9.2 and Later

Installing SQL Express. For CribMaster 9.2 and Later Installing SQL Express For CribMaster 9.2 and Later CRIBMASTER USER GUIDE Installing SQL Express Document ID: CM9-031-03012012 Copyright CribMaster. 1996, 1997, 1998, 1999, 2000, 2001, 2002, 2003, 2004,

More information

Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice.

Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice. Trend Micro Incorporated reserves the right to make changes to this document and to the products described herein without notice. Before installing and using the software, please review the readme files,

More information

AT&T Conferencing Add-in for Microsoft Outlook v10.5

AT&T Conferencing Add-in for Microsoft Outlook v10.5 AT&T Conferencing Add-in for Microsoft Outlook v10.5 July 2014 2014 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T

More information

Crystal Reports Installation Guide

Crystal Reports Installation Guide Crystal Reports Installation Guide Version XI Infor Global Solutions, Inc. Copyright 2006 Infor IP Holdings C.V. and/or its affiliates or licensors. All rights reserved. The Infor word and design marks

More information

Using the GroupWise Client

Using the GroupWise Client Spring 2006 (Our appreciation to Jennifer Sherouse for her assistance in editing and improving this document) Page 1 of 15 What is the GroupWise Client The GroupWise client is a program that installs on

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

Forms Printer User Guide

Forms Printer User Guide Forms Printer User Guide Version 10.51 for Dynamics GP 10 Forms Printer Build Version: 10.51.102 System Requirements Microsoft Dynamics GP 10 SP2 or greater Microsoft SQL Server 2005 or Higher Reporting

More information

UC Express Quick Start Guide

UC Express Quick Start Guide UC Express Quick Start Guide Programming IP Phone Keys Guide for Installation, Registration, Configuring & Programming Keys Carleton University 0 Unified Communicator Express Quick Start Guide The Unified

More information

Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1

Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1 Simply Accounting Intelligence Tips and Tricks Booklet Vol. 1 1 Contents Accessing the SAI reports... 3 Running, Copying and Pasting reports... 4 Creating and linking a report... 5 Auto e-mailing reports...

More information

SHAREPOINT 2010 FOUNDATION FOR END USERS

SHAREPOINT 2010 FOUNDATION FOR END USERS SHAREPOINT 2010 FOUNDATION FOR END USERS WWP Training Limited Page i SharePoint Foundation 2010 for End Users Fundamentals of SharePoint... 6 Accessing SharePoint Foundation 2010... 6 Logging in to your

More information

Search help. More on Office.com: images templates

Search help. More on Office.com: images templates Page 1 of 14 Access 2010 Home > Access 2010 Help and How-to > Getting started Search help More on Office.com: images templates Access 2010: database tasks Here are some basic database tasks that you can

More information

HELP DESK MANUAL INSTALLATION GUIDE

HELP DESK MANUAL INSTALLATION GUIDE Help Desk 6.5 Manual Installation Guide HELP DESK MANUAL INSTALLATION GUIDE Version 6.5 MS SQL (SQL Server), My SQL, and MS Access Help Desk 6.5 Page 1 Valid as of: 1/15/2008 Help Desk 6.5 Manual Installation

More information

Corporate Telephony Toolbar User Guide

Corporate Telephony Toolbar User Guide Corporate Telephony Toolbar User Guide 1 Table of Contents 1 Introduction...6 1.1 About Corporate Telephony Toolbar... 6 1.2 About This Guide... 6 1.3 Accessing The Toolbar... 6 1.4 First Time Login...

More information

Legal Information Trademarks Licensing Disclaimer

Legal Information Trademarks Licensing Disclaimer Scribe Insight Tutorials www.scribesoft.com 10/1/2014 Legal Information 1996-2014 Scribe Software Corporation. All rights reserved. Complying with all applicable copyright laws is the responsibility of

More information

Utilities. 2003... ComCash

Utilities. 2003... ComCash Utilities ComCash Utilities All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic, electronic, or mechanical, including photocopying, recording, taping, or

More information

ODBC Overview and Information

ODBC Overview and Information Appendix A ODBC ODBC Overview and Information ODBC, (Open Database Connectivity), is Microsoft s strategic interface for accessing data in an environment of relational and non-relational database management

More information

ORACLE BUSINESS INTELLIGENCE WORKSHOP

ORACLE BUSINESS INTELLIGENCE WORKSHOP ORACLE BUSINESS INTELLIGENCE WORKSHOP Integration of Oracle BI Publisher with Oracle Business Intelligence Enterprise Edition Purpose This tutorial mainly covers how Oracle BI Publisher is integrated with

More information

Lotus Notes Client Version 8.5 Reference Guide

Lotus Notes Client Version 8.5 Reference Guide Lotus Notes Client Version 8.5 Reference Guide rev. 11/19/2009 1 Lotus Notes Client Version 8.5 Reference Guide Accessing the Lotus Notes Client From your desktop, double click the Lotus Notes icon. Logging

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Outlook Web Access (OWA) User Guide

Outlook Web Access (OWA) User Guide Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING

More information

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES Exploring Access Creating and Working with Tables Finding and Filtering Data Working with Queries and Recordsets Working with Forms Working

More information

Microsoft Dynamics GP. Engineering Data Management Integration Administrator s Guide

Microsoft Dynamics GP. Engineering Data Management Integration Administrator s Guide Microsoft Dynamics GP Engineering Data Management Integration Administrator s Guide Copyright Copyright 2007 Microsoft Corporation. All rights reserved. Complying with all applicable copyright laws is

More information

Kaseya Server Instal ation User Guide June 6, 2008

Kaseya Server Instal ation User Guide June 6, 2008 Kaseya Server Installation User Guide June 6, 2008 About Kaseya Kaseya is a global provider of IT automation software for IT Solution Providers and Public and Private Sector IT organizations. Kaseya's

More information

SMART Sync 2011. Windows operating systems. System administrator s guide

SMART Sync 2011. Windows operating systems. System administrator s guide SMART Sync 2011 Windows operating systems System administrator s guide Trademark notice SMART Sync, smarttech and the SMART logo are trademarks or registered trademarks of SMART Technologies ULC in the

More information

OWA - Outlook Web App

OWA - Outlook Web App OWA - Outlook Web App Olathe Public Schools 0 Page MS Outlook Web App OPS Technology Department Last Revised: May 1, 2011 Table of Contents MS Outlook Web App... 1 How to Access the MS Outlook Web App...

More information

Ansur Test Executive. Users Manual

Ansur Test Executive. Users Manual Ansur Test Executive Users Manual April 2008 2008 Fluke Corporation, All rights reserved. All product names are trademarks of their respective companies Table of Contents 1 Introducing Ansur... 4 1.1 About

More information

TOPS v3.2.1 Calendar/Scheduler User Guide. By TOPS Software, LLC Clearwater, Florida

TOPS v3.2.1 Calendar/Scheduler User Guide. By TOPS Software, LLC Clearwater, Florida TOPS v3.2.1 Calendar/Scheduler User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition Second Edition 02 2007 09-2007

More information

Designing and Implementing Forms 34

Designing and Implementing Forms 34 C H A P T E R 34 Designing and Implementing Forms 34 You can add forms to your site to collect information from site visitors; for example, to survey potential customers, conduct credit-card transactions,

More information

MICROSOFT ACCESS 2003 TUTORIAL

MICROSOFT ACCESS 2003 TUTORIAL MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body

More information

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL

SOS SO S O n O lin n e lin e Bac Ba kup cku ck p u USER MANUAL SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,

More information

Wakanda Studio Features

Wakanda Studio Features Wakanda Studio Features Discover the many features in Wakanda Studio. The main features each have their own chapters and other features are documented elsewhere: Wakanda Server Administration Data Browser

More information

SmartBar for MS CRM 2013

SmartBar for MS CRM 2013 SmartBar for MS CRM 2013 Version 2013.26 - April 2014 Installation and User Guide (How to install/uninstall and use SmartBar for MS CRM 2013) The content of this document is subject to change without notice.

More information

NovaBACKUP. Storage Server. NovaStor / May 2011

NovaBACKUP. Storage Server. NovaStor / May 2011 NovaBACKUP Storage Server NovaStor / May 2011 2011 NovaStor, all rights reserved. All trademarks are the property of their respective owners. Features and specifications are subject to change without notice.

More information

FileMaker Server 13. FileMaker Server Help

FileMaker Server 13. FileMaker Server Help FileMaker Server 13 FileMaker Server Help 2010-2013 FileMaker, Inc. All Rights Reserved. FileMaker, Inc. 5201 Patrick Henry Drive Santa Clara, California 95054 FileMaker and Bento are trademarks of FileMaker,

More information

Total Recall Web. Web Module Manual and Customer Quick Reference Guides

Total Recall Web. Web Module Manual and Customer Quick Reference Guides Total Recall Web Web Module Manual and Customer Quick Reference Guides COPYRIGHT NOTICE Copyright 1994-2009 by DHS Associates, Inc. All Rights Reserved. All TOTAL RECALL, TOTAL RECALL SQL, TOTAL RECALL

More information

2X ApplicationServer & LoadBalancer Manual

2X ApplicationServer & LoadBalancer Manual 2X ApplicationServer & LoadBalancer Manual 2X ApplicationServer & LoadBalancer Contents 1 URL: www.2x.com E-mail: info@2x.com Information in this document is subject to change without notice. Companies,

More information

www.dfcconsultants.com 800-277-5561 Microsoft Dynamics GP Audit Trails

www.dfcconsultants.com 800-277-5561 Microsoft Dynamics GP Audit Trails www.dfcconsultants.com 800-277-5561 Microsoft Dynamics GP Audit Trails Copyright Copyright 2010 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and

More information

Colligo Email Manager 6.0. Offline Mode - User Guide

Colligo Email Manager 6.0. Offline Mode - User Guide 6.0 Offline Mode - User Guide Contents Colligo Email Manager 1 Key Features 1 Benefits 1 Installing and Activating Colligo Email Manager 2 Checking for Updates 3 Updating Your License Key 3 Managing SharePoint

More information

Setting up Sharp MX-Color Imagers for Inbound Fax Routing to Email or Network Folder

Setting up Sharp MX-Color Imagers for Inbound Fax Routing to Email or Network Folder Setting up Sharp MX-Color Imagers for Inbound Fax Routing to Email or Network Folder MX-2300, MX-2600, MX-2700, MX-3100, MX-3501, MX-4501, MX-5500, MX-6200, MX-6201, MX-7000, MX-7001, *MX-M850, *MX-M950,

More information

CONNECT-TO-CHOP USER GUIDE

CONNECT-TO-CHOP USER GUIDE CONNECT-TO-CHOP USER GUIDE VERSION V8 Table of Contents 1 Overview... 3 2 Requirements... 3 2.1 Security... 3 2.2 Computer... 3 2.3 Application... 3 2.3.1 Web Browser... 3 2.3.2 Prerequisites... 3 3 Logon...

More information

Colligo Contributor File Manager 4.6. User Guide

Colligo Contributor File Manager 4.6. User Guide Colligo Contributor File Manager 4.6 User Guide Contents Colligo Contributor File Manager Introduction... 2 Benefits... 2 Features... 2 Platforms Supported... 2 Installing and Activating Contributor File

More information

EMC Documentum Webtop

EMC Documentum Webtop EMC Documentum Webtop Version 6.5 User Guide P/N 300 007 239 A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748 9103 1 508 435 1000 www.emc.com Copyright 1994 2008 EMC Corporation. All rights

More information

Virtual Office Remote Installation Guide

Virtual Office Remote Installation Guide Virtual Office Remote Installation Guide Table of Contents VIRTUAL OFFICE REMOTE INSTALLATION GUIDE... 3 UNIVERSAL PRINTER CONFIGURATION INSTRUCTIONS... 12 CHANGING DEFAULT PRINTERS ON LOCAL SYSTEM...

More information

National Fire Incident Reporting System (NFIRS 5.0) NFIRS Data Entry/Validation Tool Users Guide

National Fire Incident Reporting System (NFIRS 5.0) NFIRS Data Entry/Validation Tool Users Guide National Fire Incident Reporting System (NFIRS 5.0) NFIRS Data Entry/Validation Tool Users Guide NFIRS 5.0 Software Version 5.3 Prepared for: Directorate of Preparedness and Response (FEMA) Prepared by:

More information

Appendix A How to create a data-sharing lab

Appendix A How to create a data-sharing lab Appendix A How to create a data-sharing lab Creating a lab involves completing five major steps: creating lists, then graphs, then the page for lab instructions, then adding forms to the lab instructions,

More information

RSCCD REMOTE PORTAL TABLE OF CONTENTS: Technology Requirements NOTE

RSCCD REMOTE PORTAL TABLE OF CONTENTS: Technology Requirements NOTE RSCCD REMOTE PORTAL The RSCCD Remote Portal allows employees to access their RSCCD Email (via Outlook Web Access), Department (Public) Folders, Personal (H Drive) Folder, and the District Intranet from

More information

UF Health SharePoint 2010 Introduction to Content Administration

UF Health SharePoint 2010 Introduction to Content Administration UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours

More information

Entrust Certificate Services for Adobe CDS

Entrust Certificate Services for Adobe CDS Entrust Certificate Services Entrust Certificate Services for Adobe CDS Getting Started Guide Entrust SafeNet Authentication Client: 8.3 Date of issue: July 2015 Document issue: 3.0 Revisions Issue and

More information

Using Adobe Dreamweaver CS4 (10.0)

Using Adobe Dreamweaver CS4 (10.0) Getting Started Before you begin create a folder on your desktop called DreamweaverTraining This is where you will save your pages. Inside of the DreamweaverTraining folder, create another folder called

More information

6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field.

6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field. Adobe Acrobat Professional X Part 3 - Creating Fillable Forms Preparing the Form Create the form in Word, including underlines, images and any other text you would like showing on the form. Convert the

More information