Gateway - A Front End to QuipWare

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Overview

• QW Gateway is a new front-end to QuipWare
• Controls access to QW applications reports
• Uses QW security/restrictions
• Provides a new interface to locate and execute
  reports
• Defines and saves report parameters
• Provides Dealer Info browser panel for news,
  dealers intranet, or other URLs

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Overview, continued

• QW Gateway is an application
• Installs as part of QuipWare
• Resides on the desktop
• Proven to work in the hosted environments
• Installs as an executable on the QW application
  server

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Requirements

• QuipWare
• JRE included with install (JRE 5.0 Update 11 or
  newer)

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UI and layout overview

• Layout of the panes or views in Gateway can be
  configured at the users discretion
• Stacked in tabs
• Floating
• Hidden
• Rearranged
• Layout settings are saved per user
• Saved in Current User profile, not in DB
• Option to reset layout to defaults provided

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Arrange the panes the way you want
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Application Pane
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Application View

• Application list reflects current QW Setup
  Restrictions
• QW Setup Settings Settings Restrictions
• Set a No Permission restriction at the Program
  level to hide the item in the list
• After a restriction is added, the list will
  reflect it when next refreshed
• Application list entries use standard QW names
  and icons
• Can display large or small icons
• Can display a description by hovering over item
• To launch an application
• Double click the item
• Right mouse click, and choose launch

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Notice that the profile and application are
listed here. If they are not, you will not be
able to set the restriction correctly.
Restrict applications that users see
Choose the Profile to put the restriction on.
Choose what kind of restriction.
Make sure that a line like this shows up after
you hit OK.
Choose Object or Profile, we selected Profile
Choose an application to restrict.
Choose OK to apply the restriction.
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Application View, continued
Restriction In QW Gateway Apps View
No Permission Not visible
Password Visible
Object Visible
Function Visible
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Pre-set commonly visited web sites
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Commonly used URLs

• This view can be optionally disabled with a
  system setting
• Set the URL for this view in QW Setup
• Setup Setup SPE Specific Setting 20017
• Use a complete valid URL (ex http//www.dis-corp.
  com)
• Supports multiple URLs
• Semi-colon separated list of complete URLs
• URLs for Dealer intranet, Parts Website, or other
  useful websites as configured by the
  administrator
• User cant navigate to any other sites other than
  the links supplied
• Popups will show in the default browser on the
  machine

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Reports view
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All Reports View

• Controls which reports the user can access
• Displays all reports to which the user has
  privileges
• Restrictions are set in the same way as
  applications
• QW Setup Settings Settings Restrictions
  Reports
• Restrictions either allow or deny access, there
  is no partial or function level control
• Report list can be sorted and filtered
• e.g. Filter AR displays all reports that start
  with AR
• e.g. Filter Trial displays all reports with
  Trial in the description

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All Reports View, continued

• Reports in the list display different icons
• DIS modified Crystal Report icon
• Indicates Report that has been updated by DIS as
  part of the Report Initiative
• Focus on speed and accuracy
• More accessible and descriptive parameters
• More parameters and report instructions
• Standard Crystal Report icon
• Indicates an unchanged DIS provided report
• Indicates custom reports added by users

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All Reports View, continued

• Each report in the list provides a right-click
  context menu
• Properties - display additional details on the
  report
• Filename and Owner
• Notes and Instructions
• Define - Launch the Report Details dialog
• The default double-click action for reports in
  the list is to launch the Report Parameters
  dialog
• Manage Report Parameters
• Preview and Print
• View Properties

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Old Report
New Report
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All Reports View, continued

• Report Parameters Dialog
• Manages the list of parameters for a report
• Provides parameter data choosers where
  appropriate
• Presents parameter level description and
  instructions from the report
• Access to Report Properties for additional
  details and instructions
• Print and Preview
• Generates the report using current parameter
  values
• Save current parameter selections for later reuse
• Comment field is required entry before Save is
  available
• Creates a Defined Report instance keyed to the
  user profile
• Scheduled Reports (In a later phase)
• Scheduling features will be similar to those in
  the Windows Task Scheduler

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All Reports View, continued

• Parameter Data Choosers
• Applicable default parameter values from the QW
  Report Setup module are recognized
• Crystal Report Parameter Default Values are
  recognized
• List of valid parameter values supplied by the
  report itself
• Key Report Parameters are recognized to provide
  values from the QW DB
• Active for custom reports as well
• e.g. p_Branch is recognized, available branches
  are listed
• In a later phase, User access further limited by
  parameter values (e.g. Branch visibility)
• In a later phase, additional selectors will be
  provided for certain parameter types (e.g. dates)

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Defined Reports View

• Displays the list of Defined Reports for the
  report selected in the All Reports View
• User access is controlled by QW Restrictions
• In a later phase, User access further limited by
  parameter values (e.g. Branch visibility)
• Sort and Filter by
• Description, Owner, Modified Date, Comment
• Defined Report instances provide
• Print and Preview
• Copy an existing definition
• Edit and Delete
• Restricted to Defined Report Owner or
  Administrator
• Properties View
• View report parameters for selected Defined
  Report
• Generated Reports (In a later phase)
• Archive history for the selected Defined Report

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My Reports View (in a later phase)

• Quick list of Favorite Reports managed by the
  user
• Reports the user runs frequently
• Reports the user is responsible for maintaining
• Reports are manually copied by the user from the
  Defined Reports view
• Designed to keep reports easily accessible
• Same usability features as the Defined Reports
  View

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Generated Reports View (in a later phase)

• Contains the archive history for a report
  selected from the Defined or My Reports Views
• Report content is retrieved from an archive, it
  is not regenerated
• Report content is stored read-only in Crystal
  Reports format
• Print and Preview
• Email
• Export (pdf, Excel, etc)
• Reports are listed in the view with key
  information
• Sort and Filter by
• Description, Comment, Date generated, User
  generated
• Search by
• Parameter values, Date generated, User generated

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QW Release

• Included in Service Pack 8.01
• Everything you see now
• In a later phase
• My Reports
• Scheduled Reports
• History/Archiving of reports (Generated Reports
  View)