Administrator Tips and Troubleshooting - TMW …tmws.tmwsystems.com/.../A.AdminTipsAndTroubleshooting.doc · Web viewAdministrator Tips and Troubleshooting Customizing menus and toolbars

A. Administrator Tips and TroubleshootingCustomizing menus and toolbars A.3

Tips - Menus and toolbars A.3Which menu commands are available only for system administrators? A.3Are there menu commands and buttons that TMW recommends hiding from end users? A.4How do I save changes to the main menu? A.4After I save customized layouts for menus and toolbars, how do I integrate new commands when I upgrade to a new release? A.5I want to add a new custom menu to the menu bar. How do I do this? A.5

Troubleshooting – Menus and toolbars A.5I want to save one layout for all customizations for an application window and its menu and toolbar. The menu/toolbar changes didn't stick. What do I do? A.5I just added a custom menu command, but I don't see it in the layout. Why? A.6

Applying security to right-click shortcut menu commands A.7How do I keep users from resetting customized layouts to the system default? A.7For data security reasons, how do I prevent users from exporting records in scroll windows to Microsoft Excel? A.8For data security reasons, how do I prevent users from printing records in scroll windows? A.9

Customizing window layouts A.10Tips – Window layouts A.10

How do I access the QuickDesigner? A.10How do I make a field read-only? A.10How do I add a field for a label from the label file? A.10After I create links and reports for a window, how do I make updates to them? A.11Is there anything I must do outside of TMW Operations to enable users to e-mail reports? A.11

Troubleshooting – Window layouts A.12Even though users are assigned to the same layout, field names overlap for some users, but not for others. What's causing this? A.12I tried to hide a tab on the Order Maintenance window, but the change didn't stick. Why? A.13

Customizing data grid layouts A.14Tips – Grid layouts A.14

How can I make columns in a data grid read-only?A.14Is there a way to hide the Field Chooser icon for users? A.14

Troubleshooting – Grid layouts A.15When I try to access a profile window by right-clicking on a record ID and selecting View > Profile, I get a message asking if I'd like to map the column to a profile. What do I do? A.15It looks like data in one of my grids is grouped and filtered and there is no way to change this. Why? A.15When I log into TMW Operations, sometimes the Help menu is red. Why? A.16

Assigning window and grid layouts A.17Tips – Assigning layouts A.17

How do I set up a personal default layout? A.17How do I set up a global default layout? A.18How do I set up a default layout for a user or user group?A.19

Administrator Guide 1 Revised: 10/2013TMW Operations Copyright TMW Systems, Inc.

Administrator Tips and Troubleshooting

What is the hierarchy for user, group, and global layout assignments? A.19What happens when a user belongs to multiple groups, each with its own default layout? A.20How do I give a group a layout priority? A.21

Troubleshooting – Assigning layouts A.21Sometimes Layout Permissions/ Delete Layout is disabled in the shortcut menu. Why?

A.21Importing and exporting window and grid layouts A.22

How do I export a window layout? A.22How do I import a layout from one database into another database? A.22Can I import a layout from one database to a database that is at a different build level of TMW Operations? A.22

Setting up boards and views A.23Tips - Boards and views A.23

What is the difference between a board and a view? A.23I want to permanently delete some columns for a custom SQL view. Are there any I should not delete? A.23To improve system performance, how do I delete columns from a SQL view? A.24How do I create nested views to show additional information about each record in a scroll window? A.25

Troubleshooting - Boards and views A.26When I create a new SQL view, all users have immediate access. Is there a way to prevent this from happening? A.26



Customizing menus and toolbarsThere are two types of menus and toolbars:

Those that are part of the main window, which is the container for all applications.

Those that are for windows (or applications), which open as tabs or floating windows within the main window. They are called forms. For example, the Order Maintenance window opens as a tab (or form) within the main window. It contains its own set of menu categories and toolbar icons.



When you customize layouts for menus and toolbars, you should make a note all of your changes, as well as the users or user groups who were assigned to those layouts.

Tips - Menus and toolbars

Which menu commands are available only for system administrators?

These examples show shortcut menus for forms and grids. Highlighted commands are available only for system administrators. By default, other users will not see them.

Window Grid




Are there menu commands and buttons that TMW recommends hiding from end users?

There are a number of commands that you may want to remove for a user login.

The File > Board Setup menu command allows you to modify restrictions for boards. By default, end users have access to it, but you should remove it.Note: Administrators also can access the Board Setup window from any scroll window by clicking the Edit Views button. However, the command icon is not available for end users, so you don't have to do anything to hide it.

Custom Menu Entries command is used for adding custom menu commands. You may have added it for your own use to create custom commands that run an executable file, launch a Web page, run an Integrated Report, or add a new menu. Reset Layout command, by default, is on the shortcut menu of windows and grids for all users. To remove it from user's menus, set:[Misc] ShowResetLayoutForNonSA=N.

How do I save changes to the main menu?

To save and delete menu changes to the TMW Operations main menu, you must add these options to your menu. They are automatically removed for a user. 1. With the Customize window open, click the Commands tab.2. Under Category, select the MaintenanceMenu.3. Under Commands, locate Save Menu for User(s).4. Drag it to a location in the Tools menu.5. Repeat Steps 3 and 4 for Save Menu For Group(s), Delete

Menu for User(s), and Delete Menu for Group(s).6. When you are finished, close the Customize window.7. Use the Save Menu for User(s) command to save this menu

for yourself.




After I save customized layouts for menus and toolbars, how do I integrate new commands when I upgrade to a new release?

When you upgrade, you will not see new commands on customized menus and toolbars. You must delete the customized menu layouts, repeat your customizations, and then save them as new layouts.

To delete menu layouts from the main TMW Operations window:Select Tools > Delete Menu for User(s) or Delete Menu for Group(s). To delete menu layouts from application windows:1. Right click on the window, and select Load

Permissions/Delete Layout. 2. Select the layout and click Delete Layout.

I want to add a new custom menu to the menu bar. How do I do this?

Before you can add your own new menu, you must first create it in the Custom Menus window.Create a command with the following:

Action Type: select Popup Menu. Menu Text: enter something like Menu 1, Menu 2, etc. Description: If you know what you are going to use it for, enter that information. If it was created as a placeholder for later use, go back into the Custom Menus window and indicate its use.

For details and instructions, see the online help topic: Defining a custom command to create a menu.

Troubleshooting – Menus and toolbars

I want to save one layout for all customizations for an application window and its menu and toolbar. The menu/toolbar changes didn't stick. What do I do?

To combine menu and toolbar changes with window customizations, you must be sure the following options are selected on the right-click shortcut menu before you save the layout.

On some windows, the Toggle Include Form Layout option is not automatically selected for you.


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Troubleshooting – Menus and toolbars

I just added a custom menu command, but I don't see it in the layout. Why?

To access newly-created menu commands, you must close out of the application and open it again.



Applying security to right-click shortcut menu commands

How do I keep users from resetting customized layouts to the system default?

The Reset Layout command causes the window or grid to switch from a customized layout back to the system default. This can be problematic because the system default has no customization or security applied to it. As a result, users will be able to view or make entries in fields or columns that your company wants to be hidden or read-only.Set [Misc] ShowResetLayoutForNonSA = N to hide the Reset Layout menu selections for users who are not system administrators.Right-click shortcut menus for window layouts

ShowResetLayoutForNonSA=Y ShowResetLayoutForNonSA=N

Note: The Toggle Include Form Layout menu option is always visible to users; however, it is not functional for them. Right-click shortcut menus for grid layouts

ShowResetLayoutForNonSA=Y ShowResetLayoutForNonSA=N




For data security reasons, how do I prevent users from exporting records in scroll windows to Microsoft Excel?

By default, after you retrieve records on any scroll window, you have the ability to export retrieved records to Excel by right-clicking on the data display and selecting the Export to Excel command from the shortcut menu, or by pressing CTRL+E.This feature can be useful when you want to obtain data quickly for reporting purposes. However, it also may pose a risk to the confidentiality of your data, since that information will now be available in a form that can be shared easily with unauthorized people.To remove the Export to Excel command and the CTRL+E keyboard shortcut for all users, use this setting:[Misc]RemoveScrollExportToExcelMenuOption=Y

Warning: The setting disables the Export to Excel feature for system administrators and supervisors, as well as users.

Default optionsRemoveScrollExportToExcelMenuOption=Y




For data security reasons, how do I prevent users from printing records in scroll windows?

By default, after you retrieve records on any scroll window, you can print retrieved records by right-clicking in the data display and selecting the Print > All Rows, Print > Selected Rows, or Print > Print Preview command from the shortcut menu.This feature is useful when you find it easier to review data in hardcopy form rather than online. However, it also may pose a risk to the confidentiality of your data, since that information will now be available in a form that can be shared easily with unauthorized people.To remove the Print command for all users, use this setting:[Misc]RemoveScrollExportToExcelMenuOption=Y

Warning: The setting disables the print feature for system administrators and supervisors, as well as users.

Default options RemoveScrollPrintMenuOption=Y



Customizing window layouts

Tips – Window layouts

How do I access the QuickDesigner?

In an area of the window where you want to make a change, right-click and select QuickDesigner.

How do I make a field read-only?

1. Toggle into QuickDesigner mode.2. Right-click on the field name or field.3. Select Show Preferences to access the Field Preferences

window.4. Under Misc, set ForceDisabled to True.5. Toggle out of QuickDesigner mode.6. Save the layout.7. If it is a new layout, assign it to the appropriate user(s) or user

group(s).

How do I add a field for a label from the label file?

1. Open the window or tab where you want to add the label field.2. Right-click and verify that you are using the desired layout.3. On the right-click shortcut menu, select QuickDesigner.4. Right-click in the area where you want to add the field and

select Add New Item.5. Set Control type to LabelFileDropdown.6. In the middle section, go to TMW Required Properties >

Label Definition and select the label.7. At the right of the window, select Field Group and Field.8. Select the Auto Label check box.9. Click OK.10.Position and size the new label field.11.Toggle out of QuickDesigner.12.Save and name your layout.13.In the Screen Layout Permissions window, assign the layout to

the appropriate users or user groups.



Tips – Window layouts

After I create links and reports for a window, how do I make updates to them?

You cannot edit a link or report that you added to a window. To make changes beyond size and position, you must remove and recreate it.For details and instructions, see the online help topic: Adding links, reports, and custom grids to a window.

Is there anything I must do outside of TMW Operations to enable users to e-mail reports?

In System Administration, look up users' profiles and specify their e-mail addresses.


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Troubleshooting – Window layouts

Even though users are assigned to the same layout, field names overlap for some users, but not for others. What's causing this?

The problem occurs for users who have used a Windows Control Panel feature to make their fonts larger than what is acceptable for TMW Operations. Font size is set in Control Panel > All Control Panel Items > Display.The application is designed to be viewed with your system font size set to Smaller - 100% (default).

This illustration shows how the Order Maintenance Summary tab appears when the font is set to Medium - 125%.



Troubleshooting – Window layouts

I tried to hide a tab on the Order Maintenance window, but the change didn't stick. Why?

When you hide a tab, verify Toggle Include Form Layout is checked on the right-click shortcut menu. It is located under Toggle Include Current Menu With Screen Layout.

For some changes, such as hiding or rearranging sub tabs, the command is not selected automatically.



Customizing data grid layouts

Tips – Grid layouts

How can I make columns in a data grid read-only?

Right-click on the column heading and selecting Column Security > Read-only Access.

Is there a way to hide the Field Chooser icon for users?

To remove the Field Chooser icon from data grids, use this setting:[FuelDispatch] DoColumnChooserDisableIfNotAdmin=Y Note: This also prevents users from dragging columns off the data grid.

No Field Chooser icon No ability to drag-and-drop



Troubleshooting – Grid layouts

When I try to access a profile window by right-clicking on a record ID and selecting View > Profile, I get a message asking if I'd like to map the column to a profile. What do I do?

Sometimes when you right-click on an ID field and select View Profile, you may see a message indicating that the column is not mapped.

To map it:1. Click Yes.

The Map Column window opens. For example:

2. Make the following entries:Profile window

Select the type of profile to which you want to map the column (e.g., Tractor).Note: You can only map to one of the profile windows listed in the drop-down.

Key Column Select the ID column for the record type (e.g., TractorNumber).

3. Click Save.



Troubleshooting – Grid layouts

It looks like data in one of my grids is grouped and filtered and there is no way to change this. Why?

It is possible the layout was saved with the Group By and Filter features turned on. Turn on those features to verify and remove the group(s) and filter(s).Unless it is your intent to have data permanently grouped and filtered for a particular user or user group, avoid saving a layout with those features in effect. Otherwise, users of that layout may not realize that the information they are seeing has been manipulated. As a result, they will have an incomplete understanding of the data in view.

When I log into TMW Operations, sometimes the Help menu is red. Why?

A red Help menu indicates that one or more columns required by SQL view(s) for a scroll window or dispatch board are missing. In order for the board(s) to function properly, those columns must be added.

For details and instructions, see the online help topic: Fixing views to include required columns


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Assigning window and grid layouts

Tips – Assigning layouts

How do I set up a personal default layout?

There are two ways you can set a personal default layout: During the save process, select the Set As Default check box in the Save Grid Layout window.

After you have saved your layout, right-click and select Load Layout > [your layout's name] > Set to Default.




How do I set up a global default layout?

1. Right-click in the window or the data grid for which you want to set the default.A shortcut menu is shown.

2. Click Layout Permissions/Delete Layout.The Layout Permissions window is displayed.

3. In the upper half of the window, do the following:a. Under Global Default, select the check box to the right of

the name of the layout you want to set as the default.b. Click Save Layout Global Default.

4. Click Close.




How do I set up a default layout for a user or user group?

1. Right-click in the window or the data grid for which you want to set the default.A shortcut menu is shown.

2. Click Layout Permissions/Delete Layout.The Layout Permissions window opens.

3. Under Layout Name in the upper half of the window, select the layout that you want to set as the default.

4. In the lower half of the window, make the following entries:a. Under Type, note that New . . . displays to the right of an

asterisk.

Select the drop-down arrow to the right of New . . . Note that New . . . is no longer shown. User Type is now shown in the drop-down.

Select either User or Group to indicate the entity for which you are setting a default.

b. Select the check box under IsDefault. 5. Click Save Permissions.6. Continue assigning layouts for the selected window or grid as

needed. 7. When finished, click Close.




What is the hierarchy for user, group, and global layout assignments?

TMW Operations will use the user's default layout first. If the user doesn't have a default layout then it will use the default layout for the user's group. If the user doesn't have any groups or the groups don't have layouts, it will use the global default.




What happens when a user belongs to multiple groups, each with its own default layout?

Say a user belongs to two groups, DAY and CLE. Each group has a different default layout for the Trip Folder. TMW Operations can’t use both default layouts at the same time. To break these ties, you can create a group layout priority list.

In the example above, DAY is layout priority 1, and CLE is layout priority 2. Because DAY has a higher priority, the user belonging to both DAY and CLE groups will see the default layout assigned to DAY.If no priorities are defined, the default will follow an alphabetized list of the group IDs. In the example above, if a user belongs to both the CHI and the TOL groups, and each group has its own default, the user will see the default layout assigned to the CHI group.You only create one group layout priority list. That list applies to all windows in TMW Operations, i.e. the same list will determine which default layout a user will see in both the Trip Folder and Order Maintenance.




How do I give a group a layout priority?

To set up group layout priorities, do the following:1. Open any application window.2. From the right-click menu, select Define Group Layout

Priority.The Set Group Layout Priority window opens.

3. Under Non Prioritized Groups, click on a group.

4. Click .The group moves to the Layout Priority list, and is assigned number 1.

5. Continue to move the appropriate groups to the Layout Priority list.

6. Rearrange the priority numbering as needed.a. In the Layout Priority list, click on a group.b. Click on the and buttons to position it in the desired

location.7. When you are finished, click Apply.

The window closes.To change the priorities, open the window, rearrange the groups, and click Apply.

Troubleshooting – Assigning layouts

Sometimes Layout Permissions/Delete Layout is disabled in the shortcut menu. Why?

The exact cause of the Layout Permissions/Delete Layout menu option being disabled is unclear.As a work-around, close the application window (e.g., Order Maintenance) and reopen it.



Importing and exporting window and grid layoutsHow do I export a window layout?

Using TMW Operations, you can export layouts from one database to another. For example, if you create a layout on your test or development database, you can export that layout and import it into your active database.1. Open TMW Operations with a system administration login.2. Load the layout you want to export.3. Right-click anywhere in the body of the window.4. From the shortcut menu, select Screen designer

diagnostics > Export screen design.5. Navigate to the save location and enter the filename.

Note: Files are saved with the extension .SDL (for Screen Designer Layout).

6. Click Save.The saved layout is now available for importing to the target database.

How do I import a layout from one database into another database?

The instructions are too lengthy for inclusion in this document. For details and instructions, see the online help topic: Copying window and grid layouts from another database.

Can I import a layout from one database to a database that is at a different build level of TMW Operations?

The only way to know for sure is to try and do the import. When the developers change the containers (design of the screen in .NET) the layouts will not import correctly. If no changes have been made to the design of the screen then layouts should import correctly.

When you import, always test to make sure that the screen is functioning as intended. For example, be sure the items you have disabled or hidden are still disabled or hidden.


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Setting up boards and views

Tips - Boards and views

What is the difference between a board and a view?

A board is a window that displays a spreadsheet-like data grid. Examples are the Planning Worksheet and scroll windows.Views are applied to data grids to control the records that users see in the grids. A SQL view (also just known as a "view") is a stored query that joins one or more tables, resulting in a virtual table. The data retrieved by a view is not stored in the database. Instead, the SELECT statement is stored. The virtual table is made up of the result set retrieved by the SELECT statement.A view allows you to do the following for a data grid, i.e., board:

Set restrictions. Add your own customized restriction fields to data retrieval grids. Hide and arrange columns. Set custom sorts and filters. Add columns that do not exist in the system default views. Permanently remove unwanted columns to make data retrieval faster.

I want to permanently delete some columns for a custom SQL view. Are there any I should not delete?

For views to function properly, certain columns are required and cannot be deleted. Before deleting columns from a view's select statement, run the following command to see which columns are required.

select * from PlanningBoardRequiredwhere BoardType = [type of board, enclosed in single quotes]

For example, this SQL determines the required columns for the Inbound Scroll View.

select * from PlanningBoardRequiredwhere BoardType = 'INBSCR'




To improve system performance, how do I delete columns from a SQL view?

This procedure assumes knowledge of SQL queries and the structure of the database.Warning: Boards must include certain columns to run. Do not delete required columns.1. Run this SQL command to see which columns are required.

This example displays the required columns for Inbound (INBSCR) views.select * from PlanningBoardRequiredwhere BoardType = 'INBSCR'

2. Compare the columns in the view with those listed in the query results.

3. Follow the steps in the online help topic: Creating custom SQL views to create a custom view.

4. From the listed columns in the query window, delete those you do not need.

5. Continue with creating the SQL view.


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How do I create nested views to show additional information about each record in a scroll window?

A nested view is a view within a view, and can only be added to a scroll window. The primary scroll view provides you with the "top layer" of data for a record. A nested view then takes that record and provides more detail. By default, only data for the primary view is shown, but you can expand each line of data for a record to see the information retrieved for the nested view. In this sample, the order count for each carrier was added as a nested view.

The nested view must contain the Primary Key of the parent view. The Primary Key is the field that uniquely identifies a single record in the view. For example, the primary key for the Carrier Scroll View is the carrier ID. Any nested view for that scroll must include a carrier ID field.To find the Primary Key, on the Board Definition window of the primary view, click Primary Keys. A window opens to display the key column names.

For more details and instructions, see the online help topic: Adding a nested view to a scroll view.


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Troubleshooting - Boards and views

When I create a new SQL view, all users have immediate access. Is there a way to prevent this from happening?

No. New SQL views are assigned automatically to ALL users at Full Access.

As soon as you create a new view, and until you are ready to assign it to a particular user or group, assign it to yourself and remove the GROUP/ALL assignment.1. Go to File > Board Setup.2. On the Board Setup window's list of views, select the newly

created view.3. Click Access.

The Planning Board Security window opens.4. Assign yourself as the user.

a. Click Add.A new row is added to the list.

b. From the AssignType list, select User.c. From the AssignValue list, select your User ID.d. Select FULL.

5. Remove access to the user group ALL.a. Select the GROUP/ALL row.b. Click Delete.

A confirmation message is shown.Click Yes.

6. Click Close.7. On the Board Setup window, click Save.


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Administrator Tips and Troubleshooting - TMW …tmws.tmwsystems.com/.../A.AdminTipsAndTroubleshooting.doc · Web viewAdministrator Tips and Troubleshooting Customizing menus and toolbars