COMOS Mobile Solutions - cache.industry.siemens.com€¦ · COMOS Mobile Solutions Operating Manual 10/2015 A5E36172497-AA Introduction 1 Working with COMOS Mobile Solutions 2 Working

COMOS

LifecycleCOMOS Mobile Solutions

Operating Manual

10/2015A5E36172497-AA

Introduction 1Working with COMOS Mobile Solutions 2Working with COMOS DocumentView 3Working with "COMOS Mobile Document Review" 4

Administration 5

User interface reference 6

Readme Mobile Solutions 2.0 7

Legal informationWarning notice system

This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are graded according to the degree of danger.

DANGERindicates that death or severe personal injury will result if proper precautions are not taken.

WARNINGindicates that death or severe personal injury may result if proper precautions are not taken.

CAUTIONindicates that minor personal injury can result if proper precautions are not taken.

NOTICEindicates that property damage can result if proper precautions are not taken.If more than one degree of danger is present, the warning notice representing the highest degree of danger will be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to property damage.

Qualified PersonnelThe product/system described in this documentation may be operated only by personnel qualified for the specific task in accordance with the relevant documentation, in particular its warning notices and safety instructions. Qualified personnel are those who, based on their training and experience, are capable of identifying risks and avoiding potential hazards when working with these products/systems.

Proper use of Siemens productsNote the following:

WARNINGSiemens products may only be used for the applications described in the catalog and in the relevant technical documentation. If products and components from other manufacturers are used, these must be recommended or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and maintenance are required to ensure that the products operate safely and without any problems. The permissible ambient conditions must be complied with. The information in the relevant documentation must be observed.

TrademarksAll names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.

Disclaimer of LiabilityWe have reviewed the contents of this publication to ensure consistency with the hardware and software described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the information in this publication is reviewed regularly and any necessary corrections are included in subsequent editions.

Siemens AGDivision Process Industries and DrivesPostfach 48 4890026 NÜRNBERGGERMANY

A5E36172497-AAⓅ 09/2015 Subject to change

Copyright © Siemens AG 2015.All rights reserved

Table of contents

1 Introduction...................................................................................................................................................7

2 Working with COMOS Mobile Solutions.....................................................................................................11

2.1 Requirements.........................................................................................................................11

2.2 Changes.................................................................................................................................11

2.3 Starting and exiting COMOS Mobile Solutions......................................................................122.3.1 Calling and login of COMOS Mobile Solutions.......................................................................122.3.2 Log off COMOS Mobile Solutions..........................................................................................12

2.4 Starting page..........................................................................................................................13

2.5 Projects and working layers...................................................................................................142.5.1 Opening a project...................................................................................................................142.5.2 Opening a working layer........................................................................................................152.5.3 Switching the project language..............................................................................................15

2.6 Navigator................................................................................................................................162.6.1 Configuring the Navigator view..............................................................................................162.6.2 Navigator display....................................................................................................................172.6.3 Hide Navigator.......................................................................................................................172.6.4 Show Navigator......................................................................................................................172.6.5 Using the Navigator................................................................................................................182.6.6 Opening an object..................................................................................................................18

2.7 Opening the context bar.........................................................................................................19

2.8 Navigating..............................................................................................................................202.8.1 Navigate to documents with placed engineering objects.......................................................202.8.2 Navigating to the location in the Units Navigator...................................................................202.8.3 Navigating to the unit in the Documents Navigator................................................................212.8.4 Navigating to the implementation...........................................................................................212.8.5 Navigating to the original document.......................................................................................22

2.9 Properties...............................................................................................................................23

2.10 Quick links..............................................................................................................................232.10.1 Quick links..............................................................................................................................232.10.2 Open link................................................................................................................................242.10.3 Using browser favorites..........................................................................................................25

2.11 Edit.........................................................................................................................................252.11.1 Changes.................................................................................................................................252.11.2 Editing attributes....................................................................................................................262.11.3 Linkattribute............................................................................................................................26

2.12 Queries...................................................................................................................................272.12.1 General..................................................................................................................................272.12.2 Opening a query.....................................................................................................................272.12.3 Opening queries in the context area......................................................................................272.12.4 Displaying query properties....................................................................................................28

COMOS Mobile SolutionsOperating Manual, 10/2015, A5E36172497-AA 3

2.12.5 Navigating from the query to the Navigator............................................................................282.12.6 Opening the properties of an object from the query...............................................................292.12.7 Changing the start object.......................................................................................................292.12.8 Sorting the columns of a query..............................................................................................29

2.13 Documents.............................................................................................................................302.13.1 Document types.....................................................................................................................302.13.2 Opening a document..............................................................................................................302.13.3 Open the properties of a document........................................................................................312.13.4 Reports...................................................................................................................................312.13.4.1 Exporting a report as PDF......................................................................................................322.13.4.2 Export to Excel.......................................................................................................................322.13.4.3 Exporting a report to Excel.....................................................................................................332.13.5 Opening external documents.................................................................................................332.13.6 Opening the document list.....................................................................................................342.13.7 Working with the document list..............................................................................................352.13.8 Displaying the version of a document....................................................................................352.13.9 Accepting a revision step.......................................................................................................352.13.10 PQM documents....................................................................................................................362.13.10.1 General..................................................................................................................................362.13.10.2 Uploading documents............................................................................................................372.13.10.3 Checking out documents........................................................................................................382.13.10.4 Checking in a document.........................................................................................................382.13.10.5 Undoing check out of a document..........................................................................................392.13.10.6 Upload redlining.....................................................................................................................392.13.10.7 Show relining..........................................................................................................................402.13.11 DVM packages.......................................................................................................................412.13.11.1 Display last revision of the DVM package..............................................................................412.13.11.2 Display last version of an individual document of the DVM package.....................................41

2.14 Document search...................................................................................................................412.14.1 Searching for documents.......................................................................................................42

2.15 Task management.................................................................................................................422.15.1 Opening task management....................................................................................................422.15.2 Closing task management......................................................................................................432.15.3 Sorting tasks..........................................................................................................................432.15.4 Opening tasks........................................................................................................................432.15.5 Display of tasks......................................................................................................................442.15.6 Return to task overview..........................................................................................................442.15.7 Editing tasks...........................................................................................................................452.15.7.1 Workflow................................................................................................................................452.15.7.2 Editing and ending a task.......................................................................................................452.15.7.3 Opening a reference object....................................................................................................452.15.7.4 Checking out a reference document......................................................................................462.15.7.5 Checking in a reference document........................................................................................472.15.7.6 Accepting a revision step for a reference document..............................................................482.15.7.7 Opening a reference document..............................................................................................482.15.7.8 Navigating to the reference object.........................................................................................48

2.16 Dashboard..............................................................................................................................492.16.1 Opening a dashboard.............................................................................................................502.16.2 Creating a new dashboard.....................................................................................................512.16.3 Editing a dashboard...............................................................................................................51

Table of contents

COMOS Mobile Solutions4 Operating Manual, 10/2015, A5E36172497-AA

2.16.3.1 Edit dashboard.......................................................................................................................512.16.3.2 Sharing a dashboard..............................................................................................................522.16.3.3 Creating windows on a dashboard.........................................................................................522.16.3.4 Deleting windows on a dashboard.........................................................................................532.16.3.5 Moving windows.....................................................................................................................532.16.3.6 Changing the size of a window..............................................................................................542.16.3.7 Configuring windows..............................................................................................................542.16.3.8 Creating quick links................................................................................................................542.16.3.9 Delete quick link.....................................................................................................................552.16.3.10 Creating favorites...................................................................................................................552.16.3.11 Opening favorites...................................................................................................................562.16.3.12 Deleting favorites...................................................................................................................562.16.3.13 Creating queries.....................................................................................................................562.16.3.14 Creating 1D key figures..........................................................................................................572.16.3.15 Creating 2D key figures..........................................................................................................592.16.3.16 Save dashboard.....................................................................................................................592.16.4 Deleting a dashboard.............................................................................................................60

3 Working with COMOS DocumentView.......................................................................................................61

3.1 Using the content-based full-text search................................................................................62

4 Working with "COMOS Mobile Document Review"....................................................................................63

5 Administration.............................................................................................................................................65

5.1 COMOS Mobile Solutions......................................................................................................655.1.1 Requirements for operating COMOS Mobile Solutions..........................................................655.1.1.1 Server requirements...............................................................................................................655.1.1.2 Workstation requirements......................................................................................................665.1.2 Installation and configuration.................................................................................................675.1.2.1 Security information...............................................................................................................675.1.2.2 Configuring Windows Server 2012 R2...................................................................................685.1.2.3 Configuring "Comos.Web.config.xml"....................................................................................705.1.2.4 Example for "Comos.Web.config.xml"...................................................................................715.1.2.5 Maximum file size...................................................................................................................725.1.2.6 Setting up IIS..........................................................................................................................745.1.2.7 Setting up SSL.......................................................................................................................755.1.3 Updating the COMOS Mobile Solutions.................................................................................765.1.4 Network login.........................................................................................................................765.1.5 Creating a base object for queries in COMOS.......................................................................765.1.6 Settings for editing attributes..................................................................................................775.1.6.1 Attributes as Web attributes for COMOS Mobile Solutions....................................................775.1.6.2 Marking tab by means of script..............................................................................................775.1.6.3 Setting re-authentification for the task management..............................................................775.1.6.4 Re-authentification for the task management........................................................................785.1.7 Links.......................................................................................................................................795.1.7.1 Settings for creating links.......................................................................................................795.1.7.2 Creating a link using a script..................................................................................................795.1.8 Setting the saving of dashboard data management in a dedicated base project ..................80

5.2 COMOS SharePoint interface................................................................................................815.2.1 Configuring authentication for the COMOS SharePoint interface..........................................825.2.2 Configuring "Comos.Web.config.xml" for the COMOS SharePoint interface.........................835.2.3 Configuring profiles for the COMOS SharePoint interface.....................................................84

Table of contents


5.2.4 Installing COMOS SharePoint interface on SharePoint.........................................................855.2.5 Configuring COMOS SharePoint interface at farm level........................................................865.2.6 Configuring COMOS DocumentView at site level..................................................................865.2.7 Language settings for the COMOS SharePoint interface......................................................875.2.8 Updating COMOS SharePoint interface on SharePoint.........................................................875.2.9 Removing COMOS SharePoint interface on SharePoint.......................................................88

5.3 "COMOS Mobile Document Review" iPad app......................................................................885.3.1 Configuring authentication for "COMOS Mobile Document Review".....................................885.3.2 Specifying the default domain................................................................................................895.3.3 Create App-User in COMOS..................................................................................................895.3.4 Sending COMOS documents to "COMOS Mobile Document Review"..................................905.3.5 Saving "COMOS Mobile Document Review" data management in a separate base

project ...................................................................................................................................91

6 User interface reference.............................................................................................................................93

6.1 Columns in the document list.................................................................................................93

6.2 Revision list columns..............................................................................................................93

6.3 Version history columns.........................................................................................................94

6.4 Columns in task management................................................................................................94

7 Readme Mobile Solutions 2.0.....................................................................................................................97

7.1 Software requirements for COMOS Mobile Solutions............................................................97

7.2 Hardware requirements for Mobile Solutions.........................................................................98

7.3 Installing or updating the COMOS portfolio............................................................................98

7.4 Activating CVS 3G.................................................................................................................99

Table of contents


Introduction 1COMOS data and documents are increasingly needed by people on the move. Reviews have to be performed on-the-go or data is required locally at plants. COMOS Mobile Solutions is a server-based Internet interface to COMOS which permits this kind of mobile access.

There are three products available to you for the different mobile scenarios:

COMOS Mobile SolutionsYou use COMOS Mobile Solutions to log into a database using an Internet browser.

You cannot change general COMOS settings via COMOS Mobile Solutions. However, you can edit attributes as well as the test and revision steps.

COMOS Mobile Solutions displays the following data:

● Revisioned documents in PDF format

● External documents, also without revisions

● All versions of DVM documents

● Queries

● Engineering data in the Navigator

● Attributes of the engineering objects

The following functions are available:

● Navigation

● Full text search of external documents, DVM documents and revisioned documents

● Language selection for the user interface and database

● Document list

● Document history

● Check in and check out

● Editing documents

● Editing of mandatory attributes and selected attributes

● Exporting reports to Excel and PDF

● Release of test and revision steps

● Dashboard

● Task management

See also section Working with COMOS Mobile Solutions (Page 11).


The release COMOS Mobile Solutions 2.0 now offers the following innovations for these products:

● Even simpler operation via touch interface

● Convenient use and visualization of information on tablets (Android, Windows, Apple)

● Excellent usability, for example, through new context bar and context-sensitive help

● Easy navigation and quick links to documents, queries, etc.

● Optimized navigation option between app and web-based solutions

COMOS DocumentViewUsing COMOS DocumentView of the COMOS SharePoint Interface, you can provide access to COMOS documents within your normal SharePoint environment. All you need for access is the corresponding entitlement of the respective user in SharePoint. Entering every single user into the COMOS database is not necessary. The documents are made available in SharePoint directly from COMOS via the COMOS DocumentView.

You can individually configure COMOS DocumentView for each SharePoint site. In this case it can be determined for all projects from which document group a COMOS database document has been offered. The following documents can be opened and downloaded:

● Revisioned documents in PDF format

● External documents, also without revisions

● All versions of DVM documents

See also section Working with COMOS DocumentView (Page 61).

"COMOS Mobile Document Review"The "COMOS Mobile Document Review" iPad app enables mobile access to and review of relevant documents even without COMOS experience. To do so, you send revised documents from COMOS to users of "COMOS Mobile Document Review". In "COMOS Mobile Document Review", you download the documents once so that they are also available offline later. This enables you to see which documents are new and you have the option of identifying selected documents as favorites. You can save a review to a PDF document with identified errors and inserted comments. You save this red-lining and then send it via E-mail or back to COMOS. This means that you do not change the actual COMOS data or documents. Rather you overlay your comments onto the existing PDF. In addition, you can release test and revision steps.

See also section Working with "COMOS Mobile Document Review" (Page 63).

NoteCompatibility not guaranteed

The Web services of COMOS Mobile Solutions are not designed as API or for the development of customer-specific solutions; they are only intended for use by the specific clients. In particular, there is no compatibility guarantee for the Web services.

Introduction


See alsoDashboard (Page 49)

Task management (Page 42)

Reports (Page 31)

Introduction


Introduction


Working with COMOS Mobile Solutions 22.1 Requirements

Basic knowledgeYou have basic experience of working with COMOS.

For more information on the basic terminology and modes of operation in COMOS, refer to the "COMOS Platform Operation" manual.

RecommendationUse Microsoft Internet Explorer 11, Chrome 44 or Safari 8. See section "Workstation requirements (Page 66)".

Other requirements● A configured COMOS Web server is available.

● You know the URL of the Web server.

See alsoCalling and login of COMOS Mobile Solutions (Page 12)

2.2 Changes

DatabaseChanges are only displayed in COMOS Mobile Solutions if you have made them directly in the database that the web server is using. Use COMOS products for this.

When data is changed for a project which you are currently accessing with COMOS Mobile Solutions, problems may occur during updating in COMOS Mobile Solutions.

Also use NewCVS / CVS 3G. You can find more information on the NewCVS in the "COMOS Readme", keyword "Setting up SBM". For more information on the topic CVS 3G, see section Activating CVS 3G (Page 99).


2.3 Starting and exiting COMOS Mobile Solutions

2.3.1 Calling and login of COMOS Mobile Solutions

Procedure1. Start the Internet browser.

2. Enter the address of COMOS Mobile Solutions.If you are not automatically authenticated, for example, based on your current Windows account, you are prompted to enter a user name and password in a standard browser window. When specifying the user name, also enter the domain name, depending on the configuration at the server end. You therefore enter your information either under "User name" or "Domain\User name".The login window for COMOS Mobile Solutions is displayed.

3. Select the required user interface language.

4. Select the required database.

5. Click "Login".

Note on data securityUser name and password are usually not discarded until after the browser is closed. Depending on the browser settings, the login information may also be saved between browser sessions. For security reasons, do not save the data on publicly accessible computers, particularly if you have no access to the browser settings.

ResultYou are logged into COMOS Mobile Solutions.

See alsoLog off COMOS Mobile Solutions (Page 12)

2.3.2 Log off COMOS Mobile SolutionsAlways log off before you close the browser window.

RequirementYou are logged into COMOS Mobile Solutions.

See section Calling and login of COMOS Mobile Solutions (Page 12).

Working with COMOS Mobile Solutions2.3 Starting and exiting COMOS Mobile Solutions


Procedure1. Click on your user name in the menu bar.

2. Click "Log off".


ResultYou are logged out. The login window is displayed. If you have opened Mobile Solutions on multiple tabs of the browser, you are logged off from all tabs.

See alsoOpening a project (Page 14)

2.4 Starting page

User interfaceThe starting page is displayed once you have logged in to COMOS Mobile Solutions. The starting page displays tiles with which you call the different web apps.

Working with COMOS Mobile Solutions2.4 Starting page


① The button is displayed regardless of where you are located in COM Mobile Solutions. When you click this button, you return to the starting page.

② The title indicates where you are located in COM Mobile Solutions. The title for the staring page is "Starting page".③ The currently logged in user is displayed. This is where you log off. See section Log off COMOS Mobile Solu‐

tions (Page 12).④ The button brings you to the help page.⑤ Click this button to open the context-sensitive help. To access the help on individual elements, move the mouse

pointer over the following symbol: ⑥ The button calls the full-screen mode. The address bar of the browser is hidden.⑦ The button calls the context area. The context area contains the following information:

● To switch to the task management, click . See section Task management (Page 42).● When you have opened a project or working layer, you can open the queries in the context area. See section

Opening queries in the context area (Page 27).● When you have opened a project or working layer, you can open the full-text search in the context area. See

section Document search (Page 41).⑧ The button calls the context area with the task management.⑨ You use the tiles on the starting page to call the different web apps.

2.5 Projects and working layers

2.5.1 Opening a project

Procedure1. Start COMOS Mobile Solutions and log in.

2. Click the tile "Projects".

3. Select the required project.

ResultThe selected project is opened. The name of the open project is displayed above the Navigator.


Opening a working layer (Page 15)

Switching the project language (Page 15)

Working with COMOS Mobile Solutions2.5 Projects and working layers


2.5.2 Opening a working layerOnly working layers for which you have read access are displayed. The administrator can set the layer view. See also section Configuring "Comos.Web.config.xml" (Page 70).

Procedure1. Log in to COMOS Mobile Solutions.

2. Click the tile "Projects".

3. To display the working layers of a project. click of the project. The working layers of the selected project for which you have read access are listed. If you want to return to the project overview, click "Projects".

4. Select one of the following options:

– If you want to open a working layer, click on the working layer.

– If you want to open additional subordinate working layers, click on button of a working layer. To open a subordinate working layer, click on the working layer.

ResultThe selected working layer is opened. The name of the project and the opened working layer are displayed above the Navigator.


Opening a project (Page 14)

Switching the project language (Page 15)

2.5.3 Switching the project languageYou determine the language in which the COMOS Mobile Solutions user interface is displayed when you log in. See section Calling and login of COMOS Mobile Solutions (Page 12). When you have opened a project, you can choose the database language in which the project is displayed.

RequirementA project or a working layer is open.

See section Opening a project (Page 14) or Opening a working layer (Page 15).

ProcedureSelect the desired language from the list.

Working with COMOS Mobile Solutions2.5 Projects and working layers


ResultThe open project is displayed in the relevant language.

2.6 Navigator

ViewsWhen you have opened a project or working layer, the Navigator is automatically displayed in the "Units" view.

You can display the following views for the Navigator:

● "Units"

● "Locations"

● "Documents"

If the administrator has made the necessary settings, you can also configure individual views in addition to these default views.

See alsoConfiguring the Navigator view (Page 16)

Opening a project (Page 14)

Opening a working layer (Page 15)

Navigating (Page 20)

2.6.1 Configuring the Navigator view



ProcedureSelect the desired view from the "View" list.

ResultThe Navigator is displayed in the relevant view.

Working with COMOS Mobile Solutions2.6 Navigator


See alsoNavigator display (Page 17)

Navigator (Page 16)

2.6.2 Navigator display

System typesObjects of the following system types, for example, are displayed in the Navigator:

● "Device"

● "Document"

● "Query"

See alsoNavigator (Page 16)

Configuring the Navigator view (Page 16)

2.6.3 Hide Navigator

RequirementThe Navigator is shown.

ProcedureClick .

2.6.4 Show Navigator

RequirementThe Navigator is hidden.

ProcedureClick .



2.6.5 Using the Navigator



Selecting the objectClick the object.

Navigating1. To navigate one level lower in the tree structure, click the button of the corresponding

object.The subordinate objects are displayed:

2. To navigate one level higher in the tree structure, click the <Name of the superordinate object> button.Example:

See alsoNavigator (Page 16)

Navigator display (Page 17)

2.6.6 Opening an object





ProcedureSelect the desired object in the Navigator.

ResultA main window with the object-specific display is opened:

● Queries are displayed in a special query window.

● Documents are opened.

● The properties of all other objects are opened. In the properties the various tabs of the object and their attributes are displayed.

See alsoQueries (Page 27)

Documents (Page 30)

Properties (Page 23)

Displaying the version of a document (Page 35)

2.7 Opening the context bar

RequirementA project or a working layer is open. See section Opening a project (Page 14) or Opening a working layer (Page 15).

Procedure1. Select an object in the Navigator.

ResultThe context bar is displayed at the bottom of the screen. The actions offered in the context bar depending on the selected object.

Alternative procedureYou can also call the context bar for queries, link objects and favorites.

Working with COMOS Mobile Solutions2.7 Opening the context bar


2.8 Navigating

2.8.1 Navigate to documents with placed engineering objects



Procedure1. Select an engineering object in the Navigator.

2. In the context bar, click "Documents > <Name of the document>".

ResultThe corresponding document is automatically selected in the Navigator.

See alsoNavigating to the location in the Units Navigator (Page 20)

Navigating to the unit in the Documents Navigator (Page 21)

Navigating to the implementation (Page 21)

Navigating to the original document (Page 22)

2.8.2 Navigating to the location in the Units Navigator

RequirementThe Navigator is displayed in the "Units" view.

See section Configuring the Navigator view (Page 16).

Procedure1. Select the desired object in the Navigator.

2. In the context bar, click "Location: > <Name of the location>".

ResultIn the Navigator the location is selected to which the selected object has a link.

Working with COMOS Mobile Solutions2.8 Navigating


See alsoNavigate to documents with placed engineering objects (Page 20)




2.8.3 Navigating to the unit in the Documents Navigator

RequirementThe Navigator is displayed in the "Document" view.



2. In the context bar, select the button "Unit <Name of the unit>".

ResultIn the Navigator the unit is selected to which the selected object has a link.


Navigating to the location in the Units Navigator (Page 20)



2.8.4 Navigating to the implementation






2. In the context bar, click "Implementation".

ResultIn the Navigator the object to which the selected object has an implementation link is selected.





2.8.5 Navigating to the original document

RequirementThe Navigator is displayed in the "Document" view.


Procedure1. Select the desired document in the Navigator.

2. In the context bar, click "Original document > <Name of the document>".

ResultThe original document is selected in the Navigator.







2.9 Properties

Attributes and tabsTabs group the object attributes. The attributes describe the object.

To open a tab, click on it. Depending on your rights, you can change the attributes in the tabs in COMOS Mobile Solutions or simply view them.

DisplayThe properties are always displayed to the right of the Navigator. An information bar is displayed at the very top.

The information bar contains the following information:

● FullLabel of the selected object

● Description of the selected object

See alsoOpening an object (Page 18)

2.10 Quick links

2.10.1 Quick links

DefinitionQuick links are links which provide direct access to objects or documents in COMOS Mobile Solutions, without having to navigate to the correct database and the project first.

Working with COMOS Mobile Solutions2.10 Quick links


The quick link of a respective object is the URL that is displayed in the address bar of your browser. To get to the required object or document in the Navigator, click on the quick link.

PrincipleYou can copy the quick link from the address bar of the Internet browser and e.g. insert or re-use it in the following places:

● As a link on the desktop

● As a link in an e-mail

● As a favorite in the browserSee section Using browser favorites (Page 25).

● As an entry in the quick link list of the dashboard See section Creating quick links (Page 54).

When you click on the quick link, you go directly to the corresponding object or document in COMOS Mobile Solutions.

2.10.2 Open link

Requirement● A link to an object in COMOS Mobile Solutions is available.

● You have a user name and password for access to COMOS Mobile Solutions.

Procedure1. Start the Internet browser.

2. Enter the link.

3. If the login information is not determined automatically, enter your user name and the password to log in.

4. Click "Login".

ResultCOMOS Mobile Solutions opens. You are directed to the linked object.

See alsoSettings for creating links (Page 79)

Creating a link using a script (Page 79)

Working with COMOS Mobile Solutions2.10 Quick links


2.10.3 Using browser favoritesYou can use the browser favorites to jump directly to a specific location in COMOS Mobile Solutions.

Procedure1. Navigate to the required location in COMOS Mobile Solutions.

2. Add a new favorite in your Internet browser.

ResultYou can call the required location in COMOS Mobile Solutions using the favorites of your Internet browser. If you are not logged in, you must authenticate yourself before the page is displayed.

2.11 Edit

2.11.1 Changes

Editable attributesYou can change some attributes in COMOS Mobile Solutions. The administrator determines which attributes can be changed in COMOS. See also section Settings for editing attributes (Page 77). The tabs in which you can edit attributes are marked with by a pen:

Tabs in which you have changed attributes are marked with a red pen:

If you save the changes, the tab is no longer marked with a red pen.

Attributes that cannot be editedYou cannot change the following attributes:

● Memo fields (RTF)

● File selection

● Signature

● Buttons

Working with COMOS Mobile Solutions2.11 Edit


Even parts of attributes, such as units or the product data display, cannot be changed.

NoteFuture versions

Changing attributes is the first step in editing. Siemens AG reserves the right to consider additional attributes for editing without especially identifying them.

2.11.2 Editing attributes

RequirementYour administrator has made the necessary settings in COMOS. See also section Settings for editing attributes (Page 77).

Procedure1. Open the properties of the object. See also section Opening an object (Page 18).

2. Change the attributes on the required tab.The tab is marked with a red pen.


– To save the changes, click "Save".

– Click "Cancel" to discard the changes.Your changes are not applied.

2.11.3 Linkattribute

PointersWhen you edit attributes or upload and check in a document, you can set link attributes, among other things. Link attributes are pointers to other documents, a document group, or a unit/location, for example. You can use the link attributes to perform all actions available to you in the context bar.

Working with COMOS Mobile Solutions2.11 Edit


2.12 Queries

2.12.1 General

OverviewYou have the option of opening a query in COMOS Mobile Solutions when a query has been saved under the following base object in the Navigator:

"@99 > A30 > M04 > A10 COMOS WebView queries"

However, you cannot edit the query or create new queries in COMOS Mobile Solutions.

See also section Creating a base object for queries in COMOS (Page 76).

2.12.2 Opening a query

RequirementA query has been saved in the Navigator in COMOS. The query is displayed in the Navigator of COMOS Mobile Solutions.

ProcedureSelect the query in the Navigator.

ResultThe query is displayed.

2.12.3 Opening queries in the context areaIn addition to the display in the Navigator, you can manage the queries in the context area. This gives you the option to use the Navigator and the list with the queries at the same time.

Procedure1. Click " " in the context area.

2. To display the queries, click "Available queries".

3. To open a query, click on the required query.

Working with COMOS Mobile Solutions2.12 Queries


2.12.4 Displaying query properties

RequirementA query has been saved in the Navigator in COMOS. The query is displayed in the Navigator of COMOS Mobile Solutions.

Procedure1. Select the query in the Navigator.

2. In the context bar, click "Properties".

ResultThe properties of the query are displayed.

See alsoProperties (Page 23)

2.12.5 Navigating from the query to the Navigator

RequirementYou have opened a query.

See chapter Opening a query (Page 27) or chapter Opening queries in the context area (Page 27).

Procedure1. Select an entry from the open query.

2. In the context bar, click "Navigate to object".

ResultThe object is selected in the Navigator.

See alsoDisplaying query properties (Page 28)



2.12.6 Opening the properties of an object from the query

RequirementYou have opened a query.

See chapter Opening a query (Page 27) or chapter Opening queries in the context area (Page 27).

Procedure1. Select an entry from the open query.

2. In the context bar, click "Properties".

ResultThe properties of the object are displayed. If the query contains documents, the last revision of the document is opened.


2.12.7 Changing the start object

RequirementYou have opened a query. See section Opening a query (Page 27).

Procedure1. In the context bar, click "Set start object".

2. Select the required start object and click "OK".

3. In the context bar, click "Refresh query".

ResultThe query is executed with the new start object.

2.12.8 Sorting the columns of a queryThe results of a query can be sorted by column.



ProcedureTo sort the results of a query, click in the column header of the desired column.

2.13 Documents

2.13.1 Document types

OverviewThe following types of documents are supported:

● ReportsSee section "Reports (Page 31)".

● External documentsSee section "Opening external documents (Page 33)".

● PQM documentsSee section "PQM documents (Page 36)".

Display of PDF documentsTo open PDF documents and revisions in COMOS Mobile Solutions, you need Adobe Reader as of version 7.0.

See alsoOpening a document (Page 30)

2.13.2 Opening a document

RequirementA document has been saved in the Navigator in COMOS. This document is displayed in the Navigator of COMOS Mobile Solutions.

ProcedureClick on the document in the Navigator.

ResultThe document is opened.

Working with COMOS Mobile Solutions2.13 Documents


COMOS ReportsIf you call up the History in the context bar of COMOS Reports, you will also see revisions.

See alsoOpen the properties of a document (Page 31)

Document search (Page 41)

2.13.3 Open the properties of a document

RequirementA document has been saved in the Navigator in COMOS. This document is displayed in the Navigator of COMOS Mobile Solutions.

Procedure1. Select the desired document in the Navigator.

2. Select the "Properties" command in the context menu.

ResultThe properties of the document are displayed.


Opening a document (Page 30)

2.13.4 Reports

RevisionsAll revisions of a report are displayed in the history in COMOS Mobile Solutions.

A report is only opened directly in COMOS Mobile Solutions if a revision of the report is available.

Displaying the revisionWhen you open a report from the Navigator, the last released revision is always displayed. However, you also have the option of displaying all revisions of the report.





2.13.4.1 Exporting a report as PDFYou can export reports individually in order to access the current working state that has not yet been revisioned. Bulk exports or package exports are not possible. OnExportDone script is not supported.

You can find more information on this topic in the "COMOS Platform Interfaces" manual, keyword "Exporting a report as a PDF".

Note

Exports may take some time to complete.

Running an export can increase the load placed on the server. Therefore, you should ensure that the server is sufficiently equipped.

RequirementAn interactive report or an evaluating report has been created.

Procedure1. Select the desired report in the Navigator.

2. In the context bar, click "Export > PDF".

ResultThe PDF file will open when the export is complete.

2.13.4.2 Export to Excel

GeneralYou can export reports to Excel. See section Exporting a report to Excel (Page 33). You can fully edit the data in Excel and change the layout of the Excel sheet.

Scope of exportThe following report elements are exported:

● Lines

● Circles



● Textboxes

● Checkboxes

● Sub reports

● Lists

● Images

2.13.4.3 Exporting a report to ExcelYou can export reports to Excel in order to access the current working state that has not yet been revisioned. You can only export reports one by one. Bulk exports or package exports are not possible. OnExportDone script is not supported.

Note

Exports may take some time to complete.

Running an export can increase the load placed on the server. Therefore, you should ensure that the server is sufficiently equipped.

RequirementA report has been created in COMOS. You cannot create the report with COMOS Mobile Solutions.

Procedure1. Select the desired report in the Navigator.

2. In the context bar, select the command "Export > Excel".

ResultThe event depends on which browser you are using and on the browser settings. There are the following options:

● The Excel file is opened.

● This file is downloaded directly.

● The file is offered for download.

2.13.5 Opening external documents

Opening documentsIf you open an external document, it is made available for downloading. Use the History to call up revisions of external documents.



RequirementTo open external documents without revisions in COMOS Mobile Solutions, the relevant programs must be installed on your workstation, for example, Word or Excel or Powerpoint.

If this feature is not available, activate the option that allows pop-ups of the COMOS Web server in the security settings of the Internet browser.



2.13.6 Opening the document listIf there is a large number of objects below a node in the Navigator, it makes sense to filter the display. With the document list, you can display all documents below a node and view the history of documents.

Procedure1. Select an object in the Navigator.

In the context bar, the command "Document list" is only shown if there are documents under the selected object.

2. In the context bar, click "Document list".

ResultAll documents under the selected start node are listed in a table. See section "Columns in the document list (Page 93)". XML connector documents are not displayed.

Click on the column headers in the table to sort the displayed documents.



2.13.7 Working with the document list

Procedure1. Open the document list. See section Opening the document list (Page 34).

2. Select the desired document in the table.


– Select the "Revisions" tab to display the revision of a document. See also section Revision list columns (Page 93).

– To make revisions, select the "Revisions" tab. See also section Accepting a revision step (Page 35).

– Select the "Version history" tab to display the version history of a document. See also section Version history columns (Page 94).

2.13.8 Displaying the version of a document

Procedure1. Select one of the following options:

– Open the document list and select a version of the document. See also section Opening the document list (Page 34).

– Open the properties of a document, click on the "Versions" tab and select a version of the document. See also section Open the properties of a document (Page 31).

– Click on the document in the Navigator. See also chapter Opening a document (Page 30).

2. In the context bar, click "Open".

2.13.9 Accepting a revision step

Requirement● The revision file is already stored in COMOS.

● The revision steps have not been accepted yet.

● You have the required permissions to release revision steps.

NoteCreate PDF file at first step

Only the revision option "Create PDF file at first step" is supported.



Procedure1. Open the properties of a document.

2. Select the "Revisions" tab.When you select a revision, the context bar changes.

3. Click "Release revision" and select the required revision step.

4. Confirm the revision step with your user name.

ResultThe contents of the tab "Revisions" is updated when the revision step is created.

2.13.10 PQM documents

2.13.10.1 General

PQM documentsWhen you open a PQM document in COMOS Mobile Solutions, the latest version of it is always displayed. Placeholders indicate the position at which you can upload documents. See section "Uploading documents (Page 37)".

You can check out, modify and check in the PQM documents. When you check out a document, you protect it from modification by other users. See section "Checking out documents (Page 38)".

You can only check in a document that you have previously checked out. Other users cannot check in documents that you have checked out. See section "Checking in a document (Page 38)".

If you have checked out a document, but do not want to modify it, you can undo the checkout. Other users cannot undo your checkout. See section "Undoing check out of a document (Page 39)".

The administrator can release documents that you have locked for editing.

ExclusionsWhen uploading and checking in documents, the OnBeforeDocumentCheckin script function, for example, is not supported by COMOS Mobile Solutions.

XREFs are not supported either.



Supported script functionsThe following script functions are supported:

● OnChange● IsValueValid

● GetLinkedSpecification● IsLinkObjectValid

● OnLinkObjectSet

● GetDisplayValue

● GetDisplayXValue

● GetScriptLinkObject

● GetScriptLinkObject

● SetScriptLinkObject

● OnSaveDone

● BeforeSave● BeforeCheck● FilterRow● FillComboList

NoteSave

Scripts are only executed in Web after you have saved the changes to COMOS objects.

2.13.10.2 Uploading documents

RequirementA placeholder for uploading a document is available. You have write rights.

Procedure1. Select a place holder in the navigator under which you want to upload a document.

2. In the context bar, click "Upload".

3. Fill out the fields. The fields highlighted in red are mandatory for you to fill out. All entries are saved in the database. You can also set the Linkattribute among other things. See also section Linkattribute (Page 26).

4. Optionally: Enter a comment for the document that you are uploading.

5. Click "Select file".



6. Select the document that you want to upload and confirm your selection.

7. Click "Upload".

Alternative procedureYou can also upload the file with drag&drop instead of using the "Select file" button.

2.13.10.3 Checking out documents

RequirementYou have write access to the document.

Procedure1. Select the document in the Navigator.

2. In the context bar, click "Check out".

3. Optionally: Enter a comment.

4. Click "Check out".

ResultThe document is downloaded. You can now edit the document and check it in again after editing.

2.13.10.4 Checking in a document

RequirementYou have checked out the document. See section "Checking out documents (Page 38)".

Procedure1. Select the document in the Navigator.

2. In the context bar, click "Check in".



3. Fill out the fields. The fields highlighted in red are mandatory for you to fill out. The entries are saved in the database. You can also set the Linkattribute among other things. See also section Linkattribute (Page 26).


5. Select the modified document that you want to check in.

6. Click "Open".

7. Click "Upload".

ResultThe document is now released for editing.

NoteScript function

The script function OnBeforeDocumentCheckin is not supported by COMOS Mobile Solutions.

2.13.10.5 Undoing check out of a document

RequirementYou have checked out the document an do not want to modify it. See section Checking out documents (Page 38).

Procedure1. Select the document you have checked out in the Navigator.

2. In the context bar, click "Undo check out".

3. To confirm the action, click "OK".

ResultThe document is now released for editing.

2.13.10.6 Upload redliningThe relining function gives you the option of externally checking documents and uploading the redlining document later. You can only upload PDF files as redlining.



Procedure1. Open the properties of the document.

2. Open the "Revisions" tab of the document.

3. Select a revision.

4. In the context bar, click "Upload redlining".If you have already uploaded the selected revision, you will be asked if you want to overwrite the existing redlining.

5. Optionally: Click "OK" to confirm overwriting a redlining document.


7. Select the document that you want to upload and confirm your selection.

8. Click "Upload".

ResultThe redlining document is uploaded.

See alsoOpening the document list (Page 34)

2.13.10.7 Show reliningYou can show the relining for a revision to different users.

RequirementAt least one redlining was uploaded. See section Upload redlining (Page 39).

Procedure1. Open the properties of the document.

2. Open the "Revisions" tab of the document.

3. Select a revision.

4. In the context bar, click "Redlining > Open PDF <user name>".

ResultThe selected redlining document is displayed.

See alsoOpening the document list (Page 34)



2.13.11 DVM packages

A DVM document package combines multiple documents.

Display in the NavigatorDVM packages are displayed by the following symbol:

When you open a DVM package with the button, the documents from the last version of the DVM package are displayed.

See alsoDisplay last revision of the DVM package (Page 41)

Display last version of an individual document of the DVM package (Page 41)

2.13.11.1 Display last revision of the DVM package

ProcedureSelect the DVM package in the Navigator.

2.13.11.2 Display last version of an individual document of the DVM package

Procedure1. Open the DVM package in the Navigator. See also section DVM packages (Page 41).

2. Select the required document of the DVM package.

2.14 Document search

SearchingDocument search is a full-text search function across all documents of the opened project. Document search searches through the contents and attributes of all external documents, PQM documents and revised reports.

Working with COMOS Mobile Solutions2.14 Document search


RecommendationCreate an index for the full-text search so that new terms are also found via the search after being checked in. You can find additional information on this topic in the "COMOS Platform Administration" manual, keyword "Creating the full-text search index".

See alsoSearching for documents (Page 42)

2.14.1 Searching for documents

RequirementThe search function only works if a search index has been created for the open project. The search index must be created in COMOS. You cannot create a search index in COMOS Mobile Solutions.

Procedure1. Click .

The document search is shown.

2. Enter the desired search term in the "Enter search text" field.

3. To start the search, click .

ResultThe results of the search are displayed. To open a document, or its last released revision, from the results list, double-click on the desired entry.

If no results are found relating to the term your entered, you see the following message:

"No search results"

2.15 Task management

2.15.1 Opening task managementTask management is based on COMOS task management. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Working with task management".

Working with COMOS Mobile Solutions2.15 Task management


ProcedureTo display the context area with the task management, click on the button.

ResultAll tasks which have been assigned to the logged in user are listed in the context area. The tasks for which the user who is currently logged on has been entered as the representative or person in charge are also listed.

2.15.2 Closing task management

RequirementYou have opened task management. See section Opening task management (Page 42).

ProcedureTo hide the context area, click the button.

2.15.3 Sorting tasksYou can sort the list of tasks by column.

RequirementTask management is opened in the context area.

ProcedureClick the arrow in the header of the column by which you wish to sort the tasks.

ResultThe tasks are displayed sorted by the corresponding criterion.

2.15.4 Opening tasks

Procedure1. Open task management. See section Opening task management (Page 42).

2. Select a task in the list that you want to call.



ResultThe task is displayed with the tabs defined in COMOS for its base object. The overview of the tasks is now no longer visible.

2.15.5 Display of tasksThe settings in COMOS determine how the list of tasks is displayed. This affects the sequence of the columns, for example.

You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Working with task management".

TabsThe individual tasks are displayed with various tabs. The display depends on your settings.

Changed informationA tab containing information which has been changed but not yet saved is marked with a red pen:

See also section Changes (Page 25).

2.15.6 Return to task overview

RequirementYou have opened a task. See section Opening tasks (Page 43).

ProcedureTo return to the task overview, click the "All tasks" button.



2.15.7 Editing tasks

2.15.7.1 Workflow

Starting the edit workflowThe workflow for editing tasks in COMOS is defined and started. You can find more information on this topic in the "COMOS Platform Administration" manual, keyword "Configuring workflow activities".

Using script to start the workflowStarting workflows via script events is supported.

2.15.7.2 Editing and ending a task

Procedure1. Open the required task. See section "Opening tasks (Page 43)".

2. Change the required information on the task tabs.

NoteEditable fields

You can only edit fields with tabs marked as relevant for COMOS Mobile Solutions. Not all attribute types are supported. See section "Attributes as Web attributes for COMOS Mobile Solutions (Page 77)".


– Click "Save" to save your entries and close the task.

– Click "Cancel" to discard the changes.

4. If it has been configured by the administrator, a window is displayed for a re-authentification of the user when changes are saved. See section "Re-authentification for the task management (Page 78)".

5. Optionally: Enter your user name and password for authentification. Make sure that you use the same data you logged on with.

2.15.7.3 Opening a reference objectTasks frequently have a reference object, e.g. when a task affects a particular document. You can call this reference object directly from the task.



Procedure1. Open task management. See section Opening task management (Page 42).

2. Open a task. See section Opening tasks (Page 43).

3. Select the "Data" tab.

NoteName of the tab

Depending on the settings in COMOS and on the reference object, the tab may also have a different name.

4. Under "Related object data", click next to the "Reference object" field.

5. Click on the required command, such as "Properties", "Open" or "Navigate to object", in the context bar.

ResultThe selected action is carried out. If the attributes of the reference object have been marked as relevant for COMOS Mobile Solutions, you can edit the properties of the reference object. See also section Attributes as Web attributes for COMOS Mobile Solutions (Page 77).

The corresponding object is displayed highlighted in the Navigator.

Task management remembers the task that you selected last. When you open task management again, this task is still selected.

2.15.7.4 Checking out a reference document

Requirement● The reference object is a DVM document.

● You have opened task management. See section Opening task management (Page 42).

● You have the required permissions to check out documents.

● You have opened a task. See section Opening tasks (Page 43).

Procedure1. Select the "Data" tab for the task.

NoteName of the tab



3. In the context bar, click "Check out".



4. Enter a comment.

5. Click "Check out".

2.15.7.5 Checking in a reference document

Requirement● The reference object is a DVM document.

● You have opened the task. See section Opening tasks (Page 43).

● You have the required permissions to check in documents.

● You have checked out the reference document. See section Checking out a reference document (Page 46).


NoteName of the tab



3. In the context bar, click "Check in".

4. Fill out the fields. The fields highlighted in red are mandatory for you to fill out.


6. Select the modified document that you want to check in.

7. Click "Open".

8. Click "Upload".

NoteDocuments checked out by another user

You cannot check back in documents that have been checked out by another user. Should you need to do this, contact your COMOS administrator. Your COMOS administrator can undo the checking out of the document.



2.15.7.6 Accepting a revision step for a reference document

Requirement● You have opened a task. See section Opening tasks (Page 43).

● The revision steps have not been accepted yet.

● You have the required permissions to accept revision steps.



3. In the context bar, click "Properties".The properties of the document are displayed. The revisions are displayed in the "Revisions" tab.

4. Revision the document. See section Accepting a revision step (Page 35).

2.15.7.7 Opening a reference document




3. In the context bar, click "Open".

ResultThe document is displayed.

2.15.7.8 Navigating to the reference object





NoteName of the tab



3. In the context bar, click "Navigate to object".

ResultThe reference object of the task is displayed.

2.16 Dashboard

OverviewThe dashboard gives you a quick overview of the documents and data in the various projects which are of relevance to you. You can decide which data is relevant and should be displayed on a dashboard. You can configure various dashboards to be opened individually. You can also share dashboards with other users.

The following windows can be displayed on a dashboard:

● A list of COMOS favoritesSee also section Opening favorites (Page 56).

● A list of quick links to data and documentsSee also section Creating quick links (Page 54).

● Overview of data and documents based on queriesSee also section Creating queries (Page 56).

● 1D and 2D diagrams based on key figuresSee also chapters Creating 1D key figures (Page 57) and Creating 2D key figures (Page 59).

Working with COMOS Mobile Solutions2.16 Dashboard


Display

① Main context barYou have the following action options with the buttons of the main context bar:● Adding a new dashboard

See also section Creating a new dashboard (Page 51).● Editing a dashboard

The "Edit" button shows the context bar at the bottom of the screen with which you can change the dashboard. See also section Editing a dashboard (Page 51).

● Deleting a dashboardSee also section Deleting a dashboard (Page 60).

② The name of the dashboard is displayed in the list. Here you can select a different dashboard.

③ Description of the dashboard④ Dashboard window

The name of the window is displayed in the header. You can determine the name yourself.

2.16.1 Opening a dashboard

RequirementYou are logged in.



Procedure1. On the starting page, click on the "Dashboard" tile.

The last dashboard selected is displayed by default. If the administrator has assigned you to a project with a dashboard, this dashboard is displayed. See section Sharing a dashboard (Page 52).

2. To open a different dashboard, select the required dashboard from the list. Both your own and public dashboards are listed.

2.16.2 Creating a new dashboard

Procedure1. On the starting page, click on the "Dashboard" tile.

2. Click "Add".

3. Enter a name for the new dashboard in the "Name" field.

4. Enter a description of the new dashboard in the "Description" field.

5. Click "Save".

ResultThe new dashboard is created.

See alsoOpening a dashboard (Page 50)

Sharing a dashboard (Page 52)

2.16.3 Editing a dashboard

2.16.3.1 Edit dashboard

Procedure1. Open the desired dashboard. See also section Opening a dashboard (Page 50).

2. Click "Edit".



ResultYou are in edit mode. You can change the name and description of the dashboard. At the bottom of the dashboard, you can see the buttons that you can use to edit the dashboard. You save your changes on the selected dashboard with the "Save" button. You discard your changes with the "Cancel" button.

2.16.3.2 Sharing a dashboardYou can share a dashboard with other users. A standard dashboard is always displayed by default for all members of the project.

RequirementYou have project management rights.

Procedure1. Open the dashboard. See also section Opening a dashboard (Page 50).

2. Click "Edit".


– To share a dashboard with all other COMOS users, select the "Public" option.

– To make a dashboard visible to all other users in a project by default, select the "Standard" option.

ResultThe dashboard is offered for selection to all other users in the list. Shared dashboards cannot be modified by other users.

2.16.3.3 Creating windows on a dashboardYou can create up to nine windows on a dashboard.

Procedure1. Open the dashboard. See section Opening a dashboard (Page 50).

2. Click "Edit".

3. To create a new window, click the corresponding button.Example: To create the window for quick links, click the "Add quicklink" button.

Note

Some windows can only be created once on the dashboard. A message is displayed when you try to create the window a second time.



ResultThe new window is created and placed on the dashboard.

2.16.3.4 Deleting windows on a dashboard

Procedure1. Open the dashboard. See also section Opening a dashboard (Page 50).

2. Click "Edit".

3. Select the dashboard window which you want to delete.

4. Click "Delete element".

2.16.3.5 Moving windows

RequirementYou have opened a dashboard. See section Opening a dashboard (Page 50).

Procedure1. Click "Edit".

2. Select the required window.

3. Click on the arrows in the center of the window and drag&drop the window to the desired location.



2.16.3.6 Changing the size of a window

Procedure1. Select the required window.

2. Click one of the corners.

3. Drag the window to make it larger or smaller.

2.16.3.7 Configuring windows

Requirement● You have created a window on the dashboard. See section Creating windows on a

dashboard (Page 52).

● The window can be configured.

Procedure1. Click "Edit".

2. Select the required window.

3. Click "Configure element".

ResultVarious options for configuring the window are displayed. The options that are displayed depend on the window you created.

2.16.3.8 Creating quick linksQuick links provide fast access to COMOS objects and documents, for example. You can give each quick link a name.

Procedure1. Open the desired dashboard. See section Opening a dashboard (Page 50).

2. Click "Add".

3. Click "Add quick link". The quick link window is created on the dashboard.

4. Select the new quick link window.



5. Click "Configure element". The "Configuration" window is displayed.

6. Enter the name of the dashboard window in the "Title" field.

7. Enter the link destination in the "Quick link" field.Example: Copy the URL that is displayed during navigation in COMOS Mobile Solutions.

Note

Do not create quick links to the login page and to the starting page of COM Mobile Solutions an.

8. Enter a name for the new quick link in the "Name" field.

9. Click "Add" to create another quick link.

10.Repeat steps 7 to 9 as required.

11.To save the quick links, click "OK" in the "Configuration" window.

ResultThe quick links are displayed in a table in the corresponding window on the dashboard.

See alsoLinks (Page 79)

2.16.3.9 Delete quick link

Requirement● A quick link is available on the dashboard.

● The quick link window has at least one quick link.

Procedure1. Open the desired dashboard. See also section Opening a dashboard (Page 50).

2. Click "Edit".

3. Select the quick link window.


5. In the "Configuration" window next to the quick link that you want to delete,click the "Delete" button.

6. Click "OK" to save the change.

2.16.3.10 Creating favoritesThe "My favorites" window is displayed in the same way wherever you are in the application.



You can call favorites that were stored in COMOS desktop via the dashboard. You can find more information on this topic in the "COMOS Platform Operation" manual, keyword "Working with favorites".

You can up a maximum of one favorite window per dashboard.

Procedure1. Open the desired dashboard. See sectionOpening a dashboard (Page 50).

2. Click "Edit".

3. Click the "Add favorites" button.

2.16.3.11 Opening favorites


2. Click on a favorite in the Favorites window.The context bar is is displayed. Depending on the selected object, you have different action options.

3. In the context bar, click the button.Example: To call the properties of the favorite, click "Properties".

2.16.3.12 Deleting favorites

RequirementYou have created a Favorites window on the dashboard. See section Opening favorites (Page 56).


2. Select the desired favorite in the favorite window.The context bar is is displayed.

3. Click the "Delete favorite" button.

2.16.3.13 Creating queries

RequirementA query has been saved as a favorite in COMOS previously.




2. Click "Edit".

3. Click the "Add query" button.The window for queries is created on the dashboard.

4. Select the window.


6. To add a query to the window on the dashboard, select the desired query from the "Select object query" list.

Note

For better performance, select smaller queries.

7. Click "OK".

2.16.3.14 Creating 1D key figures


2. Click the "Edit" button.

3. Click "Add 1D KPI".

4. Select the newly created window on the dashboard.


6. Enter the name of the dashboard window in the "Diagram title" field.

7. To link the dashboard window to objects, enter the corresponding UID in the following fields:

– "Project UID"

– "Working layer UID"

– "Attribute UID"

Note

The vales must have been checked in on the working layer. If the values entered have not been checked in on the working layer, an error message is displayed.

8. Click "Add color" to create a new range.

9. Enter the range to be displayed in a selected color in the "From" and "To" columns in the table.



10.Select the desired color in the "Color" column.

11.Click "OK" to save the entries.

ResultThe key figures are displayed on the dashboard according to the settings you have made. The individual ranges are displayed in the corresponding color.

ExampleEntry of areas:

Result on the dashboard:



2.16.3.15 Creating 2D key figures

RequirementYou have saved a query in your favorites.


2. Click "Edit".

3. Click the "Add 2D KPI" button

4. Select the newly created window on the dashboard.


6. Enter the desired name in the "Diagram title" field.

7. To select a diagram, select the corresponding option.For example, select the "Line diagram" option.

8. Select the desired query from the "Select object query" list.

Note

You can only select queries which you have previously saved as favorites in COMOS.

9. Click "OK".

ResultThe query is read out and the corresponding diagram is displayed. The axis at the bottom of the diagram always represents the first column of the query. Each subsequent column of the selected query represents the values. In a pie chart, only the first line of the query is evaluated.

2.16.3.16 Save dashboard

RequirementYou are in "Edit" mode.

ProcedureTo save your changes on the dashboard, click "Save".



2.16.4 Deleting a dashboard

Procedure1. Open the desired dashboard.

2. Click "Delete".You will be prompted if you want to delete the selected dashboard.

3. Click "OK" to confirm the message.



Working with COMOS DocumentView 3Requirement

● The COMOS Web Server, including the current version of COMOS, is set up. See section Installation and configuration (Page 67).

● If you wish to display external documents, a corresponding program must be installed on the computer.

● The account with which you log in to COMOS DocumentView must be identical to the account with which you are currently logged in to SharePoint.

● If you want to open reports, they must be revisioned.

Displaying documents1. Open the link to COMOS DocumentView.

If you are not automatically authenticated on the basis of your current Windows account, you will be asked for your username and password in a standard browser window. Enter your login details in this case.

2. Select a document group to list associated documents.The projects and documents selected by the responsible administrator are displayed.

3. Click on a document to display details for that document.The revisions of a document are shown in the details. For DVM documents, a version history is additionally shown.

4. To open a document, click on the name of the document.

5. To open a specific revision or version of a document, click on the relevant link in the details.

6. To quit COMOS DocumentView click on the "Close" button.

7. To release the license in use, click the "Close" button.If you end COMOS DocumentView by closing the browser window directly, the license will only be released following a timeout.


See alsoCOMOS SharePoint interface (Page 81)


3.1 Using the content-based full-text search

Procedure1. Select the node you want to search.

You cannot use a project or working layer as a start node.

2. Click in the search field.The search mode is activated. If you select a different start node, the search mode remains active.

3. Enter the term that you want to find.

4. Start the search.

5. To close search mode, click the button.

ResultThe search result is displayed in the document list.

RecommendationCreate an index for the full-text search so that new terms are also found via the search after being checked in. You can find additional information on this topic in the "COMOS Platform Administration" manual, keyword "Creating the full-text search index".

Working with COMOS DocumentView3.1 Using the content-based full-text search


Working with "COMOS Mobile Document Review" 4Additional information

You will find more detailed information on this topic in the "COMOS Mobile Document Review" manual.

See also"COMOS Mobile Document Review" iPad app (Page 88)


Working with "COMOS Mobile Document Review"


Administration 55.1 COMOS Mobile Solutions

5.1.1 Requirements for operating COMOS Mobile Solutions

5.1.1.1 Server requirements

OverviewTo use COMOS Mobile Solutions, the following requirements must be met at the server end:

● You are using Windows Server 2012 R2 or Windows Server 2008 R2.

● You are using an IIS 8.5 Web server or IIS 7.5 Webserver.

● .NET Framework 4.0 is installed in addition to the standard .NET Framework 3.5 SP2. Frameworks are supplied as standard with the COMOS installation.

● COMOS is installed on the server.

● Make sure that the desired port is released on the server for COMOS Mobile Solutions.

● The user under whom the IIS application pool runs must have read and write access to the COMOS document directory.

NoteUsing UNC address

Use the UNC address to address the document directory of the database.

Correct: \\<Server_name>\<COMOS_document_directory> Incorrect: O:\<COMOS_document_directory>

● The user under whom the IIS application pool runs must have access to the COMOS database and must be registered as administrator in the database.

● The database to be used in Mobile Solutions has to also configure NewCVS / CVS 3G. You can find more information on the NewCVS in the COMOS Readme, keyword "Setting up SBM". For more information on the topic CVS 3G, see section Activating CVS 3G (Page 99).

COMOS license If you wish to work with COMOS Mobile Solutions, you need version 1.6.0 of the COMOS license server. You cannot use COMOS Mobile Solutions with local licenses.


Temporary filesCOMOS Mobile Solutions stores temporary files, such as icons, in the temporary directory of the user under whom the IIS application pool is running.

SSLUse COMOS Mobile Solutions only with SSL, so that the files can be transferred without encoding. See also section Setting up SSL (Page 75).

NoteData security

If you use COMOS Mobile Solutions without SSL, the data are transferred unencrypted between the client and the server.

See alsoWorkstation requirements (Page 66)

5.1.1.2 Workstation requirements

Internet browserTo use COMOS Web, one of the following Internet browsers must be installed at the workplace:

● Internet Explorer 11

● Chrome 44

● Safari 8

● iOS 8.4

● Android 5.0.2

Use Chrome on Android devices. Use Safari or Chrome on iPads.

The user of COMOS Mobile Solutions must be a Windows user who is registered as a user in the database.

NoteRestrictions for Android and iOS

You cannot work with Android or iOS with Windows authentication at this time.

Instead, use the logon with basic authentication in order to avoid restrictions when working with COMOS Mobile Solutions.

Administration5.1 COMOS Mobile Solutions


NoteRestrictions in the use of iPads

If you are using an iPad, you cannot perform an action by which a file is selected. Apple does not permit such actions.

This affects the following functions, for example: ● Selecting redlining documents● Uploading documents with a wildcard● Checking in documents

See alsoServer requirements (Page 65)

5.1.2 Installation and configuration

5.1.2.1 Security information

Current version of the web server software environmentAlways maintain the latest versions of the operating system, the IIS, COMOS and other relevant components. In particular, make sure that current security updates are applied as promptly as possible. If you do not do this, there is an increased risk of hackers exploiting security gaps.

Observe manufacturer's security informationDuring installation, configuration and operation of the web server, observe the manufacturer's safety information.

Dedicated serverIf possible, operate COMOS Mobile Solutions on a dedicated server on which no other applications are run. This increases security and prevents server resources from being used by other applications.

Access with VPNOperate the COMOS web server or IIS web server in an internal company network, together with the other necessary servers such as database servers, servers for COMOS document directories and the COMOS license server.

If remote access with laptops or other portable devices is required, please use VPN. VPN ensures that only those devices and user accounts permitted in the network are used. When you use VPN, authentication between the end devices and VPN access server takes place



before a session is started. Via this authentication, you can access COMOS Mobile Solutions with your browser or an app after successful logon.

CookiesCOMOS Web uses web browser cookies.

5.1.2.2 Configuring Windows Server 2012 R2

ProcedureYou can use the "Server Manager" tool to manage roles on Windows Server 2012 R2. The roles "Application server" and "Web server" must be installed here. In turn, the role services listed below must be installed for the roles:

Role services for the "Application Server"● .NET FrameWork 4.5

● Support of the Windows activation service

– HTTP activation

● Support of IIS Web servers

Role services for the "Web server (IIS)"Web server

● General HTTP features

– HTTP Errors

– Default Document

– Static content

– Directory Browsing

– HTTP Redirection

● Power

– Static Content Compression

– Dynamic Content Compression



● Security

– Request filtering

– Client Certificate Mapping Authentication

– IIS Client Certificate Mapping Authentication

– Digest authentication

– IP and domain restrictions

– Basic Authentication

– URL Authorization

– Windows authentication

● System state and diagnostics

– HTTP logging

– Tracing

– Request monitoring

– Logging tools

● Application development

– .NET expandability 3.5

– .NET expandability 4.5

– ASP

– ASP.NET 3.5

– ASP.NET 4.5

– ISAPI extensions

– ISAPI Filters

Management programs

● IIS management console

● IIS management scripts and tools

● Management service

Note

The names for the role services may vary because a Microsoft product is involved.



5.1.2.3 Configuring "Comos.Web.config.xml"

Requirement● The latest COMOS version is installed.

● You have administrator rights for COMOS and Windows.

Procedure1. Open the "Config" folder in the COMOS installation directory.

2. Open the "Comos.Web.config.xml" file.In the "<Languages>" node, you can see the COMOS user interface languages that are offered when you log into COMOS Mobile Solutions.

3. Comment out unwanted "<Language>" type elements.

4. In the "<Databases>" element, define the databases that the user can select when logging into COMOS Mobile Solutions. Create a "<Database>" element for each database.

5. Create the following elements within the "<Database>" element:

Element Description<Key> Unique identifier used by COMOS Mobile Solutions to reference the database

specified in the <Connection> element. Use only numbers and Latin letters for the identifier. Do not use the same key for different databases; assign a new key to each additional database during configuration.

<Connection> Connection path to the database. Query the path by selecting the "Database info ..." command in the "Help" menu of COMOS.SQL database example[SQL - SERVER]PT_SQL_SERVER

<Name> Display name of the database in the COMOS Mobile Solutions login interface.

6. The Web service creates its own processes, each of which manages a COMOS workset. You can optionally specify in the "<PoolSize>" node how many processes can run at a given time.Recommendation: Allow at most as many processes as the server has cores.If you do not use this element, COMOS Mobile Solutions automatically selects a value based on the system properties of the computer.

7. Optionally, you can define in the "<OverlayLevel>" element the level of the working layers that are displayed in the user interface of COMOS Mobile Solutions when projects or working layers are opened. If the element remains commented out, a tree view for working layer selection is offered by default.

8. Save your changes.

See alsoSetting up IIS (Page 74)

Example for "Comos.Web.config.xml" (Page 71)



5.1.2.4 Example for "Comos.Web.config.xml"

Configuration file<?xml version="1.0" encoding="utf-8" ?> <Configuration> <Login> <Databases>  <Database> <Key>db1</Key> <Name>Database 1</Name> <Connection>[SQL - SERVER]PT_SQL_SERVER</Connection> </Database> </Databases> <Languages>  <Language> <LCID>1031</LCID> </Language>  <Language> <LCID>1033</LCID>

</Language>  <Language> <LCID>1036</LCID> </Language>  <Language> <LCID>2052</LCID> </Language> </Languages> </Login>  <SharePoint> <SystemUsers>  </SystemUsers> </SharePoint> </Configuration>

See alsoConfiguring "Comos.Web.config.xml" (Page 70)

5.1.2.5 Maximum file size

File size for uploading files You can specify the maximum file size for uploading. To do so, edit the "Comos.Web.config" configuration file. You can transfer files up to 100 MB. The default setting is 100 MB.

Configuration exampleThe following configuration example supports the transfer of files up to 100 MB:<?xml version="1.0"?><configuration> <system.diagnostics> <switches> <add name="AppGlobal" value="Warning" /> </switches> <sources> <source name="AppGlobal" switchName="AppGlobal" switchType="System.Diagnostics.SourceSwitch"/> </sources> <trace autoflush="true" indentsize="2" /> </system.diagnostics> <system.web> <customErrors mode="Off"/>



 <httpRuntime maxRequestLength="102400"/> </system.web> <system.webServer> <security> <requestFiltering>  <requestLimits maxAllowedContentLength="136314880"/> </requestFiltering> </security> </system.webServer> <system.serviceModel> <bindings> <webHttpBinding>  <binding transferMode="Buffered" maxBufferSize="136314880" maxReceivedMessageSize="136314880"> </binding> </webHttpBinding> </bindings> </system.serviceModel></configuration>

Adapting entriesAdjust the following entries to specify the maximum file size:<httpRuntime maxRequestLength (in KB)<requestLimits maxAllowedContentLength (in Bytes)<binding transferMode="Buffered" maxBufferSize="136314880" maxReceivedMessageSize ="136314880"> (in Bytes)

NoteBytes

104857600 bytes are 100 MB.



5.1.2.6 Setting up IIS

RequirementYou have knowledge of working with Microsoft Internet Information Services (IIS) Web servers.

NoteOne COMOS Mobile Solutions application per server computer

For technical reasons, run only one COMOS Mobile Solutions application per server computer.

Procedure1. Start the Internet Information Services (IIS) Manager.

2. Create a new application pool.You can name the application pool as you please.

3. Select .NET Framework 4.0 as the Framework version.Confirm your entries.

4. Open the expanded properties of the application pool.The "Advanced Settings" window opens.

5. Enter an identity.The user must fulfill specific requirements. See also section Server requirements (Page 65).

6. Confirm your entries.

7. Add a new website.You can name the website as you please.

8. Assign the website to the previously newly-created application pool.

9. Specify the physical path to your website.Enter the path to the "Web" folder in the COMOS installation directory.

10.Specify a link for the website. You can use "http", "https" or a combination of the two. If you set up both links, add the second link afterwards.

Note"http" or "https"?

Note that not all components are available via "http". In particular, "COMOS Mobile Document Review" requires "https". COMOS Web and COMOS DocumentView can be used both via "http" and "https". "https" requires the selection of a server-end certificate. See also section Setting up SSL (Page 75).

When http is used, all data is transferred unencrypted between the client and the web server, which means that the data can easily be intercepted and manipulated. For this reason, always operate COMOS Mobile Solutions with https or SSL and not with http so that the data is transferred encrypted.



11.Confirm your entries.

12.If you want to set up a second link, open the website links and add a link.

13.Open the authentication settings for the website.

14.Disable all other modes of access.

15.Set up default authentication for "COMOS Mobile Document Review". See also section Configuring authentication for "COMOS Mobile Document Review" (Page 88).

5.1.2.7 Setting up SSLUse COMOS Mobile Solutions only with SSL, so that the files can be transferred without encoding. If you use COMOS Mobile Solutions without SSL, the data are transferred unencrypted between the client and the server.

RequirementYou have obtained an authenticated certificate from a verification provider and installed it on the IIS.

Procedure1. Select "Edit Bindings..." from the context menu of the website.

The "Site binding" window opens.

2. Click "Add".The "Add site binding ..." window opens.

3. Create a new http binding.

4. Select the previously installed certificate from the "SSL Certificate" list.

5. Save your settings.

OptionalYou can optionally configure the SSL settings of the IIS. This is useful, for example, if both http and https links are configured on the website level, but only https is allowed on the COMOS Mobile Solutions application level. In this event, follow these steps:

1. Double-click the "SSL Settings" button on the level of the COMOS Mobile Solutions application.

2. Activate the "Require SSL" option.


See alsoSetting up IIS (Page 74)



5.1.3 Updating the COMOS Mobile Solutions

Procedure1. On the IIS, close the application pool under which COMOS Mobile Solutions is running, for

example, via the IIS Manager.

2. Make sure that the associated process "w3wp.exe" is ended.

3. Start a COMOS update via the Update Center.

NoteConfiguration file

If the "Comos.Web.config" configuration file was updated by the Update Center, edit the file once again to meet your needs. See also section Configuring "Comos.Web.config.xml" (Page 70).

4. When the COMOS update is complete, start the application pool under which COMOS Mobile Solutions runs.

5.1.4 Network login

RequirementYou are using the COMOS Network login.

Accessing documentsProvide the user under whom the IIS application pool of COMOS Mobile Solutions is running with the necessary permissions to the COMOS document directory. Access to the COMOS document directory then takes place via this user.

5.1.5 Creating a base object for queries in COMOS

Procedure1. Open the base project.

2. Select the "Base objects" tab in the Navigator.

3. Create the desired query below the node "@99 > A30 > M04 > A10 COMOS WebView queries".

See alsoQueries (Page 27)



5.1.6 Settings for editing attributes

5.1.6.1 Attributes as Web attributes for COMOS Mobile SolutionsOnly users with write rights can change attributes.

Varying proceduresIdentify the COMOS tabs as relevant for COMOS Mobile Solutions to enable users to be able to change COMOS Mobile Solutions attributes.

You have the following options to make attributes available as Web attributes for COMOS Mobile Solutions:

1. Mark an existing tab as relevant for COMOS Mobile Solutions. Users of COMOS Mobile Solutions can then change the individual attributes of this tab.

2. You mark a new tab as relevant for COMOS Mobile Solutions and define link attributes which link to available attributes.Changed values are thus saved in the linked attributes. You can also create attributes which are not linked in the new tab.

See alsoMarking tab by means of script (Page 77)

5.1.6.2 Marking tab by means of scriptYou mark the base tab as relevant for COMOS Mobile Solutions by means of script in the base objects by setting XValue 3 to 1. You can find more information on this topic in the "COMOS Platform Administration" manual, keyword "General information about script blocks".

ScriptChapterCard.SetXValue 3, 1If the XValue 3 is empty or equal to 0, the tab is interpreted as irrelevant for COMOS Mobile Solutions.

5.1.6.3 Setting re-authentification for the task managementFor safety-related tasks or to fulfill compliance guidelines, user re-authentification might be necessary before the user can save changes to a tab. The re-authentification functions only for editing tabs for tasks and activities.

Procedure1. Configure the standard authentification in IIS for the Mobile Solutions page.

2. Create a HTTPS connection to the page.



3. To set up re-authentification for a specific task or activity in a tab in the base project, set the XValue 4 to 1. See section Re-authentification for the task management (Page 78).

4. In COMOS, open the base object of the task or activity in the base project.The base objects are already prepared in the database.

– Basic task: "@20 > B43 > A10 > A20 > A10B asic task"

– Activity workflow: "@20 > B43 > A10 > A20 > A20 Workflow activity tasks".

5. Select the "Classification" tab.

6. Enter the following in the fields "Hierarchical classification":

Field EntryField 1 M01Field 2 A040Field 3 A010


5.1.6.4 Re-authentification for the task management

Requirement● The tabs you want to set for the re-authentification can be edited. See section "Attributes

as Web attributes for COMOS Mobile Solutions (Page 77)".

● The standard authentification is set on the IIS server.

ScriptYou set up re-authentification for a specific task or activity in a tab in the base project by setting the XValue 4 to 1. You can find additional information on this topic in the "COMOS Platform Administration" manual, keyword "Develop scripts".

NoteStandard authentification

If you select a tab that is not set for standard authentification on the IIS server, you cannot save the attribute.

ExampleSet SpecCol1 = a.Specificationscount1 = SpecCol1.Count

For i = 1 To count1 Set X = SpecCol1.Item(i)



Output " < " + X.Name + " <> " + X.Description + " > IsEditable: "+ X.GetXValue(3)+ " Reauth.: " + X.GetXValue(4) X.SetXValue 4 , 1Nexta can be a task or an activity.

The attributes are only saved if the correct logon data is entered.

5.1.7 Links

5.1.7.1 Settings for creating linksYou make settings in the system project in COMOS to create a link that takes you directly to a document or object in COMOS Mobile Solutions.

Procedure1. Open the project properties of the system project in COMOS.

2. Select the "Mobile Solutions" category.

3. Enter the address of the Web server in the "COMOS WEB Server URL" field.

4. In the "COMOS WEB database key" field, enter the database key that is entered in the "Comos.Web.config.xml" file. See also section Configuring "Comos.Web.config.xml" (Page 70).

5. Save the settings.

5.1.7.2 Creating a link using a scriptYou can use a script in COMOS to create a link to a document or object in COMOS Mobile Solutions. You can find more information on this topic in the "COMOS Platform Administration" manual, keyword "General information about script blocks".

You can send this link, for example, by email to a user of COMOS Mobile Solutions.

RequirementYou have made the settings for the creation of links. See section "Settings for creating links (Page 79)".

ExampleThe following example shows a script for creating a link: Set manager = CreateObject("Comos.WebView.QuickLinks.QuickLinkManager") If Not manager Is Nothing Then Set WebQuicklinkOption = manager.CreateQuickLinkOptions If Not WebQuicklinkOption Is Nothing Then



WebQuicklinkOption.View = "1" WebQuicklinkOption.ITXLanguage= 1031 linkaddr = manager.Create (a, WebQuicklinkOption) Output linkaddr End IfEnd Ifa is the COMOS object for which a link is created.

Options

Option DescriptionWebQuicklinkOption.View Controls the display in the working area if the user double-

clicks in the Navigator:● 1: The properties of an object are opened.● 2: The last version of a documents is opened.● 3: The last released revision of a document is opened.● 4: The last revision of a document is opened.If there is no view available, the standard action is performed.

WebQuicklinkOption.ITXLanguage Controls the user interface language. You specify ITXLanguage in the "Comos.Web.Config" configuration file. See also section Configuring "Comos.Web.config.xml" (Page 70).The following entries are required for the various languages:● German: 1031● English: 1033● French: 1036● Chinese: 2052

5.1.8 Setting the saving of dashboard data management in a dedicated base project You set the free saving of dashboard data management in a base project other than SO1 in the project properties.

Procedure1. Open the base project properties.

2. Select the "Mobile Solution" category.

3. Set a reference to the required base project in the "Mobile Solutions base project" field.



5.2 COMOS SharePoint interface

Requirement● COMOS Mobile Solutions is installed.

See section Installation and configuration (Page 67).

● You are using SharePoint 2010. The following editions are supported:

– Foundation

– Standard

– Enterprise

● COMOS DocumentView is activated in SharePoint. See section Configuring COMOS SharePoint interface at farm level (Page 86).

NoteInstallation of COMOS Mobile Solutions and SharePoint

The installation of COMOS Mobile Solutions and SharePoint with the SharePoint interface must be installed together in the same Windows domain or on the same computer.

NoteObserve manufacturer's security information

During installation, configuration and operation of SharePoint, observe the manufacturer's safety information.

Notehttp or https

Operate SharePoint with https or SSL and not with http so that communication between the client and server is encrypted.

NoteAccess with VPN

Operate the SharePoint server or IIS web server in an internal company network, together with the other necessary servers such as database servers, servers for COMOS document directories and the COMOS license server. For security reasons, do not permit direct routing to IIS.

If remote access with laptops or other portable devices is required, please use VPN. VPN ensures that only those devices and user accounts permitted in the network are used. When you use VPN, authentication between the end devices and VPN access server takes place before a session is started. Via this authentication, you can access COMOS Mobile Solutions with your browser or an app after successful logon.

Administration5.2 COMOS SharePoint interface


OverviewCOMOS SharePoint interface and the COMOS DocumentView feature let you view COMOS cross-project document groups with revisioned reports or external documents and their properties without individual user rights.

See alsoConfiguring authentication for the COMOS SharePoint interface (Page 82)

5.2.1 Configuring authentication for the COMOS SharePoint interface

ProcedureIt is not necessary to set the authentication individually, provided that you have carried out the authentication at the root level of COMOS Mobile Solutions.

See also section Setting up IIS (Page 74).



5.2.2 Configuring "Comos.Web.config.xml" for the COMOS SharePoint interface

Procedure1. In the "<SystemUsers>" element, define the users employed by the COMOS SharePoint

interface.You can also define multiple "<SystemUser>" elements here.

2. Create the following elements within the "<SystemUser>" element:

Element Description<SharePoint> A SharePoint site is implemented within a

web application to which an application pool is assigned. The application pool in turn has a dis‐tinct identity. Enter the identity into the element which is assigned to the site under which the COMOS DocumentView is executed.For example: Domain\userThis SharePoint user is considered a trusted user by COMOS Mobile Solutions. Internally, the user is used to manage browser sessions.Tip:You can view the identity which belongs to a site or a web application in SharePoint via the follow‐ing page:"Central administration > Security > Configure service accounts"

<Comos> The COMOS user is the user under whom the SharePoint interface accesses the COMOS da‐tabase if the browser session was initiated by the SharePoint account specified in the "<Share‐Point>" element. The COMOS user requires read access to the COMOS DocumentView pro‐files and to the document groups displayed in COMOS DocumentView.Example: Domain\user

3. Save your changes.

Example<?xml version="1.0" encoding="utf-8" ?><Configuration> <Login>... <Worker>... <SharePoint> <SystemUsers> <SystemUser> <SharePoint>domain\sharePointUser</SharePoint> <Comos>domain\comosUser</Comos> </SystemUser> </SystemUsers> </SharePoint>



</Configuration>

See alsoConfiguring profiles for the COMOS SharePoint interface (Page 84)

5.2.3 Configuring profiles for the COMOS SharePoint interface

RequirementYou have write access to the released area of the base project in the COMOS database.

Procedure1. Open the released area of the base project.

NoteProfiles only in released area

A COMOS database can contain multiple base projects, which may in turn contain working layers. COMOS only searches for COMOS DocumentView profiles in the released area of base projects, not in working layers.

2. Create an object below the following node for each profile:"@99 > A30 > M04 > A20 > A10 > A10 profile"

3. Enter a name and description for the object.You can freely choose the name and description of the object.

4. Create the "Y00T00292" tab in the properties of the profile.You can find a prepared tab in the base objects under the following node:"@40 > A20 > Y00 > A10 > B30 > Y00T00292 > A01 > Y00T00292 Document groups"

5. Create link attributes with any names in the tab.Use one link attribute for each document group to be displayed in COMOS DocumentView.

6. Switch to the released area of the project whose document groups you would like to use in COMOS DocumentView.

7. Drag&drop the document group into the detail area of the Navigator. If the details area is not open, drag&drop the document group into the area below the Navigator.A new tab is created.

8. Go to the released area of the base project.

9. Open the properties of the profile.



10.Drag&drop the document group from the Navigator into a link attribute.

NoteDocument groups

Only use document groups from the released area. Other document groups are not supported.

11.Repeat steps 6 to 10 for all document groups that you want to use in COMOS DocumentView.

See alsoInstalling COMOS SharePoint interface on SharePoint (Page 85)

Configuring COMOS SharePoint interface at farm level (Page 86)

5.2.4 Installing COMOS SharePoint interface on SharePoint

RequirementThe COMOS Web Server, including the current version of COMOS, is set up.

See section Installation and configuration (Page 67).

Procedure1. Install the file "Comos.Spif.wsp", e.g. via the SharePoint "stsadm" application.

2. Use the following parameters:"%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\BIN\stsadm" -o addsolution -filename Comos.Spif.wsp"%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\BIN\stsadm" -o deploysolution -name Comos.Spif.wsp -local -allowgacdeployment

See alsoConfiguring COMOS SharePoint interface at farm level (Page 86)

Removing COMOS SharePoint interface on SharePoint (Page 88)



5.2.5 Configuring COMOS SharePoint interface at farm level

Procedure1. In SharePoint on the farm level, select the command "Central Administration > System

Settings > Manage Farm Features" in the menu bar. The existing features are listed.

2. To activate the COMOS SharePoint interface, click "Activate". The "Active" status is displayed.

3. Select the command "Central Administration > General Application Settings > COMOS SharePoint interface > Basic settings" in the menu bar.

4. In the "COMOS Web Server URLs" field, enter one or several URLs of COMOS Web servers. Separate multiple entries with semicolons.Example of a URL:

– Enter the address of the COMOS Web application installed on the IIS without a subfolder: http://<server name>/<name of the COMOS Web application>Wrong: http://server/comosweb/SharePoint.DocumentViewCorrect: http://server/comosweb

5. In the "Approved site administrators", enter administrators who can configure the COMOS SharePoint interface at the site level.Only those administrators entered here are permitted to manage the feature on their site.

See alsoConfiguring COMOS DocumentView at site level (Page 86)

5.2.6 Configuring COMOS DocumentView at site level

RequirementYou are entered as a site administrator at farm level.

See section Configuring COMOS SharePoint interface at farm level (Page 86).

Procedure1. Select the "Site actions > Site settings > Site actions > Manage site features" command in

the menu bar.

2. Activate COMOS DocumentView.

3. Select the "Site actions > Site settings > COMOS SharePoint interface > COMOS DocumentView settings" command in the menu bar.

4. Select the COMOS Web server to which COMOS DocumentView is to connect.



5. Select a COMOS database.The number of databases offered is defined by the configuration of the COMOS Web server. See also section Configuring "Comos.Web.config.xml" (Page 70).

6. Select a profile.The profile defines the document groups which are offered in COMOS DocumentView. You configure the profiles in the COMOS database. See also section Configuring profiles for the COMOS SharePoint interface (Page 84).


8. You now have the possibility of using the link to COMOS DocumentView and offering it on the SharePoint site in the form of a web part, for instance.Example:<SharePointRoot>/_layouts/Comos.Spif.DocumentView/Application.aspx

See alsoLanguage settings for the COMOS SharePoint interface (Page 87)

5.2.7 Language settings for the COMOS SharePoint interfaceThe language of the COMOS SharePoint interface corresponds to the settings in SharePoint.

The standard COMOS languages are supported. If you select a language that is not supported, the interface will be displayed in English.

See alsoUpdating COMOS SharePoint interface on SharePoint (Page 87)

5.2.8 Updating COMOS SharePoint interface on SharePoint

RequirementCOMOS SharePoint interface is installed on SharePoint.

See section Installing COMOS SharePoint interface on SharePoint (Page 85).

Procedure1. Update the COMOS SharePoint interface with a new version of the file "Comos.Spif.wsp"

by opening, for example, the SharePoint program "stsadm" via the command prompt.

2. Use the following parameters:"%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\BIN\stsadm" -o upgradesolution -filename Comos.Spif.wsp -name Comos.Spif.wsp -local -allowgacdeployment



See alsoRemoving COMOS SharePoint interface on SharePoint (Page 88)

5.2.9 Removing COMOS SharePoint interface on SharePoint

RequirementCOMOS SharePoint interface is installed on SharePoint.

See section Installing COMOS SharePoint interface on SharePoint (Page 85).

Procedure1. Remove the COMOS SharePoint interface with a currently installed version of the file

"Comos.Spif.wsp" by opening the SharePoint program "stsadm" via the command prompt, for example.

2. Use the following parameters:"%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\BIN\stsadm" -o retractsolution -name Comos.Spif.wsp –local"%CommonProgramFiles%\Microsoft Shared\Web Server Extensions\14\BIN\stsadm" -o deletesolution -name Comos.Spif.wsp

5.3 "COMOS Mobile Document Review" iPad app

5.3.1 Configuring authentication for "COMOS Mobile Document Review"

Introduction"COMOS Mobile Document Review" requires the default authentication as authentication.

Requirement● IIS is set up.

See section Setting up IIS (Page 74).

Procedure1. In the IIS Manager, open the authentication settings of the "DocumentsToGo" folder.

2. Enable default authentication.

3. Disable all other modes of access.

Administration5.3 "COMOS Mobile Document Review" iPad app


See alsoSpecifying the default domain (Page 89)

5.3.2 Specifying the default domainIn the case of standard authentication you can specify a standard domain.

Requirement● Authentication for "COMOS Mobile Document Review" is configured.

See section Configuring authentication for "COMOS Mobile Document Review" (Page 88).

Procedure1. Open the settings for the default authentication.

2. Enter the desired domain.

3. Optionally, enter a display value in the "Area" field for the domain which the user will see upon login.

ResultThe specified default domain will be added automatically to the user name at login. If you do not specify a default domain, the user must enter the domain at login.

Example● With domain:

Domain\user

● Without domain:User

See alsoCreate App-User in COMOS (Page 89)

5.3.3 Create App-User in COMOS

RequirementThe"Activate user project" option in your project options in the "Options > Standard" tab in the "User/Rights" control group is active.



Procedure1. Create a new user in the USERS project.

2. Open the properties of the User object.

3. In the "Initials/Login" field, enter the user name with which the user logs in to the database.Do not use lower case letters.

4. Enter the required information.

5. Click on the "Create user" button.


7. Repeat steps 1 to 6 for each COMOS user who wants to send documents to, or receive documents from, the app.

See alsoSending COMOS documents to "COMOS Mobile Document Review" (Page 90)

5.3.4 Sending COMOS documents to "COMOS Mobile Document Review"

Requirement● You and the recipient of the documents have been created in the USERS project as app

users. See section Create App-User in COMOS (Page 89).

● Before you can receive documents in the app, you need to have successfully logged into COMOS with the app once. You can find additional information on this topic in the "COMOS Mobile Document Review" manual.

● You have revisioned in COMOS documents. The revisions have a PDF file.

● The recipient of the documents has the right to view documents in COMOS.

Procedure1. Select the command "Plugins > Collaboration > COMOS Mobile Document Review > Send"

in the menu.The "Send" plugin opens.

2. Drag&drop the desired recipient from the "USERS" project into the "To" field.Multiple selection is possible.

3. Drag&drop the desired revisioned documents from the Navigator into the table of the "Send" plugin.Multiple selection is possible.

4. In the "Revisions" column, you can use the "..." button to select the revision of the document you want to send. If you do not select a revision, the latest revision of the document is automatically selected.



5. You have the option of navigating from the table to the relevant document in any project in the Navigator.

6. You have the option of entering text in the "Comment" field which will be shown in the app.

7. If you want to send the message with high priority, click on the "Priority" button.

8. Click on the "Send" button.The "Successfully sent" window opens.

9. If you want to view detailed information about the documents sent, activate the "Display outbox" option.

10.Confirm your entries.

ResultThe "Successfully sent" window closes. All sent documents are listed in the "Outbox" plugin.

The sent and received documents are saved in your user profile under the "collaboration" node.

When you synchronize the "COMOS Mobile Document Review" app, the documents and revisions are displayed in the app.

NoteSynchronized times

Make sure that the time of your web server is synchronized with the time of your iPad. The app receives only documents and revisions which have been added since the last synchronization.

"Outbox" pluginTo open the "Outbox" plugin, select the menu command "Plugins > Collaboration > COMOS Mobile Document Review > Outbox". The plugin lists all sent documents.

5.3.5 Saving "COMOS Mobile Document Review" data management in a separate base project

You set the free saving of "COMOS Mobile Document Review" data management in a base project other than SO1 in the project properties.

RecommendationIf you wish to use a separate base project, set this in the project properties before working with "COMOS Mobile Document Review". If you set this option later, you will have a greater administrative workload.



Procedure1. Open the properties of the base project in COMOS.

2. Select the "Mobile Solution" category.

3. Set a reference to the required base project in the "Base project" field.



User interface reference 66.1 Columns in the document list

Overview

Column Description"Documents" Displays the names of the listed documents."Description" Displays the description of the listed documents."Editor" Displays who last edited the document."Edited" Displays when the document was last edited."Revision" If the document has been revised, the details of the revision

are displayed here.

6.2 Revision list columns

OverviewThe following table describes the columns of the revision list:

Column Description"Index" Displays the index of the respective revision. The higher the index number,

the newer the revision status of the report."Label" Displays the label of the respective revision."Description" Displays the description of the respective revision."Created by" Displays the date when the revision was created. The user who created the

revision is also displayed."Checked by" Displays the date when the revision was checked. The user who checked the

revision is also displayed."Released by" Displays the date when the revision was released. The user who released

the revision is also displayed."Redlining" To upload or display a redlining, select the desired action from the list.

NoteOwn settings

Depending on your own settings, there may also be other revision steps.


6.3 Version history columns

Overview

Column Description"Version" Displays consecutive numbers for the various versions of the

document."User" Displays which user created the version."Check-in date" Displays when the version was checked in."Check-in comment" Displays the comment for the version that was checked-in."Check-out date" Displays when the version was checked out."Check-out comment" Displays the comment for the version that was checked-out."Revision" Displays when the version was revised.

6.4 Columns in task management

Overview

NoteDisplay

The settings are taken from COMOS here, so the display of the columns may vary.

Column Description"ID" The ID uniquely identifies the corresponding task."Task type" This column shows the type of task, e.g., "PQM"."Description" So that you can recognize the task immediately, a descriptive text is displayed here."Priority" The priority of the task is displayed here. You can change the priority on the task's "Data" tab."Status" The status of the task is displayed here. You can change the status on the task's "Data" tab. "Start date" The date on which the task was started is displayed here."Planned start date" The planned start date of the task is displayed here. You can change this date on the task's "Data"

tab. "End date" The date on which the task ended is displayed here."Planned end date" The date on which the task is due to end is displayed here. You can change this date on the task's

"Data" tab."User" The user to whom the task is assigned is displayed here."Role" The role of the user is displayed here."Responsible person" The person responsible for the task is displayed here."Representative" The user's representative is displayed here."Created by" The user who created the task is displayed here."Reference object" The reference object of the task is displayed here.

User interface reference6.4 Columns in task management


Column Description"Working layer" The working layer on which the reference object is located is displayed here."Project" The project in which the reference object is located is displayed here."Classification" The classification is displayed here. You can change the classification on the task's "Data" tab.





Readme Mobile Solutions 2.0 77.1 Software requirements for COMOS Mobile Solutions

Requirements for Mobile Solutions 2.0Mobile Solutions is a collection of different solutions. Each of these solutions has different software requirements. If you want to use the entire Mobile Solutions range, you have to meet the following requirements:

● COMOS Mobile Solutions requires SBM.You can find more information on this topic in the COMOS Readme, keyword "Setting up SBM".

● SBM requires the use of Microsoft SQL Server as of version 2008 R2.

● Oracle databases and Access databases are not supported. Due to the technology used, it is possible to specify an Oracle database or an Access database in the configuration files. If COMOS clients access such databases using the COMOS Mobile Solutions server, outdated or inconsistent data can be displayed.

● In order to revise documents, the same PDF printer must be installed on the web server as on the COMOS clients. Use Adobe Acrobat, for example.

● Also configure NewCVS / CVS 3G for the SQL database used. You can find more information on the NewCVS in the "COMOS Readme", keyword "Setting up SBM". For more information on the topic CVS 3G, see section Activating CVS 3G (Page 99).

Server requirements● See section Server requirements (Page 65).

Workstation requirements● See section Workstation requirements (Page 66).

● The corresponding application must be installed on the workstation for processing of external documents such as Word or Excel.

Snapshot● Microsoft SQL Server 2012

● Microsoft SQL Server 2014

● Microsoft SQL Server 2008 R2 (only for Agent tasks)

● Microsoft .NET Framework 4.5

● Windows 7Microsoft .NET Framework 4.5 requires the Windows 7 operating system or higher


7.2 Hardware requirements for Mobile SolutionsCOMOS Mobile Solutions provides a part of the functional scope of COMOS via an integrated Web server.

Hardware for the COMOS Web ServerThe hardware requirements depend to a significant degree on the application cases and the volume of documents and data. You will find a general recommendation below.

● RAM4 GB RAM

● ProcessorQuad-Core, 2 GHz

● Hard disks2x 74 GB mirrored hard disks

● Network1 Gigabit Ethernet

● GraphicOnboard graphic is sufficient

● Operating systemSee also section Software requirements for COMOS Mobile Solutions (Page 97).

Additional resource requirements under COMOS Mobile SolutionsThe specified resources are sufficient for 10 users. Additional resources are needed for more users.

● Per user: approx. 300 MB RAM

● Per user ca. 20% of a CPU core

Hardware for COMOS DocumentViewAn additional installation of SharePoint is required for COMOS DocumentView. Please observe the manufacturer's hardware recommendations here.

7.3 Installing or updating the COMOS portfolio

RequirementThe Setup browser has been started. You can find more information on this topic in the COMOS Readme, keyword "COMOS Setup browser: Start window".

Readme Mobile Solutions 2.07.3 Installing or updating the COMOS portfolio


Procedure1. Click the "COMOS Portfolio" link below the "CD Contents".

An overview of COMOS is displayed in the detail area.

2. Then, click on one of the following links in the details area:

– "Install COMOS"COMOS Mobile Solutions 2.0, based on COMOS 10.1 SP3, is installed.You can find more information on this topic in the COMOS Readme, keyword "Installing COMOS".

– "Updating COMOS"The UpdateCenter V10.1 opens. Use the UpdateCenter to update an installed COMOS 10.1 to COMOS Mobile Solutions 2.0. You can find more information on this topic in the COMOS Readme, keyword "Installing COMOS updates". Use the zip file in the "Service Pack" folder for the update.See also section Updating the COMOS Mobile Solutions (Page 76).See also section Updating COMOS SharePoint interface on SharePoint (Page 87).

Important note for Windows 7 and Windows ServerUnder the following Microsoft operating systems the installation of the main product is not started directly via the installation link in the HTML interface of the CD Browser:

● Windows 7

● Windows Server 2008, Windows Server 2008 R2, Windows Server 2012 and Windows Server 2012 R2

Instead, proceed as described in the COMOS Readme, section "Important note for Windows 7 and Windows Server".

7.4 Activating CVS 3GCVS 3G has only been approved for SQL databases.

RequirementNewCVS is removed. You can find more information on this topic in the COMOS Readme, keyword "Setting up SBM".

Procedure1. Open the "SQL Server Management Studio".

2. Select the required database.

3. Select the "New query" command in the context menu.The query window opens.

Readme Mobile Solutions 2.07.4 Activating CVS 3G


4. Execute the following command:INSERT INTO LC_SETTINGS (PROPERTY, VALUE) VALUES ('CVS3G_ACTIVE', 'TRUE')

5. Open the database once with COMOS.A table is created. The name of the table is "LC_CVS".

Readme Mobile Solutions 2.07.4 Activating CVS 3G