Vista Plus: Administrator Training v4.2 Vista Plus
Training Overview: Training Overview Introduction
Getting Started with Vista Plus
Folder and Report Management
Managing Groups and Users
Capturing Reports into Vista Plus
Working with TransVue
Training Overview (continued): Training Overview (continued) Report Bundling
Indexing and Hyperlinks
Vista Plus Security
Migration / Off-line Storage
Other Vista Plus Features
Installation and Implementation
Introduction: Introduction
About Quest Software: About Quest Software Headquarters in Irvine, CA
Founded in 1987
Offices in the UK, Germany, and Australia
Market-leading products in:
Oracle Database Management
High Availability and Disaster Recovery
Enterprise Report Management Over 10,000 customers worldwide
About Vista Plus: About Vista Plus Vista Plus is an application that can automatically store, distribute and archive reports your company currently prints on paper It provides a secure central repository for reports and electronic document management It can capture output from different applications across various platforms It gives users an easy way to view the information they need in an electronic format
Vista Plus Functionality: Vista Plus Functionality View, search, extract, and print report data
Report Bundling and distribution
Document management with TransVue
Automatic notification of report updates
Ad-hoc report routing via email
Automatic report archiving
Enterprise Report Management: Enterprise Report Management OUTPUT CLIENT Windows Client Web Client
Intranet
Internet SOURCE SERVER Folders Print Files
Getting Started with Vista Plus: Getting Started with Vista Plus
Vista Plus Components: Vista Plus Components Server Administration Client
Windows Client
Web Client
vadmin Client
Server Software
The Server Administration Client: The Server Administration Client Vista Admin Functions
Defining the Default Connection: Defining the Default Connection This is a one-time setup Web-based online help
Logging into the Server Client: Logging into the Server Client Login with or press the 'Enter' key
The Windows Client : The Windows Client Folder Window Report Window Inbox Window
Logging into the Windows Client: Logging into the Windows Client Vista server connection profiles Available at login and within the session Connection profile setup
Windows Client Connection Setup: Windows Client Connection Setup
How Does it Work?: How Does it Work? Exercises:
Login to the Admin client
look at the connection setup window
Login to the Windows client
look at the connection settings window
Folder and Report Management: Folder and Report Management
Folder and Report Management: Folder and Report Management How is Vista Plus Organized?
The Vista Plus report warehouse has three functional areas:
Folders
Reports
Generations
Folders: Folders A folder is a logical unit of storage. It is used to store and organize other folders and/or reports
Folders are linked to parent folders in a hierarchical structure
Folders (continued): Folders (continued) Folders in the
Windows Client
Folder Structure: Folder Structure Before building your folder structure, think about the organizational layout:
By Organization (department, division,...)
By Function (daily, weekly, monthly)
By Report Content (financial, inventory,…)
Other
Managing Folders: Managing Folders Select the Folders Icon
Folders Interface: Folders Interface List Window Details Total in the Warehouse Page buttons Quick Go-To-List function Toolbar buttons
Generic Toolbar Functions : Generic Toolbar Functions Display or scroll Previous/Next
Create New
Add (Save)
Modify
Delete
Online Help
Folders Toolbar Buttons: Folders Toolbar Buttons List Folders Linked to Folder
Link Folder to a Parent Folder
List Reports Linked to Folder
Access Permissions to Folders
Windows Client Administration: Windows Client Administration Folder and report functions can be performed from the Windows client
Only Admin users should be allowed to delete folders and reports via the Windows client
Restoration of archived generations is done through the Windows client
Bundle instances are created with the Windows client
How Does it Work?: How Does it Work? Exercises:
Create a folder structure, using:
the Server Client
the Windows Client
Modify the folder structure:
Link/unlink, and delete
Customize folder permissions
Reports: Reports Reports contain and organize report data as 'generations'
reports are linked to folders
A Report shares its properties among all its generations
Reports (continued): Reports (continued) Reports in the
Windows Client
Managing Reports: Managing Reports Select the Reports Icon
Reports Interface: Reports Interface
Reports Toolbar Buttons: Reports Toolbar Buttons List Folders Containing a Report
Assign a Remote Printer to a Report
Assign Migration Sets to a Report
Access Permissions to Reports
Assign an Alarm to a Report
Assign a Page Security Set
Generations: Generations A generation is created each time you capture an output file into Vista Plus
Generations are attached to reports
Generations contain the actual report data
Generations (continued): Generations (continued)
No Generations
(empty report)
Report with Multiple Generations
Single Generation Report
How Does it Work?: How Does it Work? Exercises:
Create (empty) reports, using:
the Server Client
the Windows Client
Modify the report structure:
Link/unlink, and delete
Customize report permissions
Section Summary: Section Summary Vista Plus is organized via folders, reports and generations
Folders create the organizational hierarchy for accessing reports
Reports group like generations together
Generations hold the actual report data
Links are used to connect folders with other folders and reports
Managing Groups and Users: Managing Groups and Users
Vista Groups: Vista Groups Vista groups contain multiple users with the same access requirements
Groups facilitate report access and management
Groups provide report distribution and communication among users
Vista Groups (continued): Vista Groups (continued) Select the Vista Groups Icon
Vista Groups Interface: Vista Groups Interface
Groups Toolbar Buttons: Groups Toolbar Buttons Display Users in a Group
Group Access Permissions
Assign Remote Printers to a Group
Vista Users: Vista Users Vista users can be independent or members of groups
A user can have different access permissions within different groups
Vista Plus has two user types: 'normal' users and 'Administrators'
Vista Users (continued): Vista Users (continued) Select the Vista Users Icon
Vista Users Interface: Vista Users Interface
Users Toolbar Buttons: Users Toolbar Buttons Display Groups a User Belongs to
Assign User Access Permissions
Assign a Remote Printer to a User
General User Info Tab: General User Info Tab
Vista Server Info Tab: Vista Server Info Tab
Password Tab: Password Tab
Notification Tab: Notification Tab
How Does it Work?: How Does it Work? Exercises:
Create groups
Assign a 'Home Folder'
Create users
Assign a 'Primary Group' or 'Home Folder'
Customize group/user permissions
Test user and group accounts
Section Summary: Section Summary Groups organize multiple users with the same access privileges
Users hold individuals access privileges and personal information
Users and Groups can only be added through the Server Administration Client and the vadmin Client
Capturing Reports into Vista Plus: Capturing Reports into Vista Plus
Capture Tools: Capture Tools These are the main tools for capturing reports into Vista Plus:
rcapture
dircapture
Vista print queue
Vista PC capture tools
The rcapture Command: The rcapture Command ./rcapture andlt;optionsandgt; filename
rcapture options:
-a (auto) Determine report by capture.cfg file
-n (name) Determine report by filename
-d (report) Use specified report name
-f (folder) Add report to specified folder
-t (title) Use specified title for the captured generation
The dircapture Command: The dircapture Command dircapture andlt;optionsandgt;
-gandlt;file-nameandgt; Use alternate capture configuration file
-R Recursively capture subdirectories
-r Capture now and repeat periodically as specified…
-d delete source files after capture
The Vista Print Queue: The Vista Print Queue lp -dvista andlt;optionsandgt; filename
Captures files using a custom Unix print queue
Accepts the same options as rcapture
Useful for capturing reports from remote servers
PC Capture Tools: PC Capture Tools Captures files from a PC into Vista Plus
The PC capture tools include:
File Capture
Folder Capture
Auto Capture
Report Capture Automation: Report Capture Automation It is the process of matching an output file against a predefined set of rules
It recognizes specified reports or folders via use of links
Capture rules are defined with the Windows client
Automating the Process...: Automating the Process... Capture reports into a general folder
Move the reports to desired destination
Define report name and capture rules
Test the process A common capture automation method:
Configuration Files: Configuration Files Configuration files store defined rule sets
Rule sets are defined via the windows client
sample of the capture.cfg file
Report Recognition Rule Types: Report Recognition Rule Types There are five capture rule types:
File Name rule
User Name rule
Bounding Box rule
Row, Column rule
Default rule
Rules Tab: Rules Tab
Options Tab: Options Tab
How Does it Work?: How Does it Work? Exercises:
Capture and move reports to desired folder
Define report name and capture rules
Test capture rules
With rcapture - use '-n' option
With dircapture (tricky)
With the print queue - use '-on=1' option
Working with TransVue: Working with TransVue
Working with TransVue: Working with TransVue The TransVue module lets you capture files into Vista in their native format
With TransVue, all types of production information can be centrally stored and accessed
TransVue captured files open via their native applications or with the TransVue Client
TransVue Reports: TransVue Reports
How Does it Work?: How Does it Work? Exercises:
Capture sample files from different applications:
use the TV capture option
use the auto-recognition feature
Open TV reports
TV features overview
Section Summary: Section Summary Output files are captured into Vista using capture tools
Report capture is automated by matching an output file against a predefined rule set
Capture rules are defined with the Windows client, and maintained in configuration files
The optional TransVue module allows capturing any type of file in its native format
Report Bundling: Report Bundling
Report Bundling: Report Bundling Bundling allows you to group multiple generations together for distribution
Bundles can be sent to users and groups
Bundles can be distributed automatically, manually, or scheduled
The Bundling Parts: The Bundling Parts Bundle Definition
specifies bundle instance components, distribution method, and distribution actions
Bundle Instances
an instance is a later version of the same bundle
Bundle Components
consist of reports, report pages, and banners
The Bundling Process: The Bundling Process Create a bundle definition
Link the bundle definition to a folder
Assign bundle access permissions
Create bundle instances (Windows client)
Distribute the bundle instance
Managing Bundles: Managing Bundles Select the Bundles Icon
Add a New Bundle: Add a New Bundle
Create a Bundle Definition: Create a Bundle Definition
Specify Bundle Components: Specify Bundle Components
Specify Bundle Components: Specify Bundle Components
Specify Bundle Distribution Method: Specify Bundle Distribution Method
Specify Bundle Distribution Method: Specify Bundle Distribution Method
Specify Bundle Distribution Action: Specify Bundle Distribution Action
Link Bundle to a Folder: Link Bundle to a Folder
Creating the Bundle Instance: Creating the Bundle Instance
How Does it Work?: How Does it Work? Exercises:
Define sample bundles
Create bundle instances
Distribute bundle
Reviewing the Bundling Process: Reviewing the Bundling Process Create and activate a bundle definition
Specify Bundle components and criteria for report generations
Specify Bundle distribution method
Specify Bundle distribution actions
Link the bundle definition to a folder
Create the Bundle Instance
Indexing and Hyperlinks: Indexing and Hyperlinks
What is an Index?: What is an Index? An index narrows the area on a report that can be searched for a specific value
Increases the speed of searches because a list of values is built during the capture process
Indexes are used in the page security process
Defining an Index: Defining an Index Draw a 'bounding box' on the field or column to index
Choose 'Define Index' from the search drop down menu
Test Index with Search function to confirm the desired results are obtained
Hyperlink Search: Hyperlink Search Hyperlinks allow you to search another report’s index based on your open report’s value.
Hyperlink Search (continued): Hyperlink Search (continued)
1. Create a bounding box around the value you want to use to search a target report The red dashes identify the bounding box area
Hyperlink Search (continued): Hyperlink Search (continued) 2. Right Click and 'Define Hyperlink'
3. Select Target Report’s Name and Index
Hyperlink Search (continued): Hyperlink Search (continued)
4. Left click the blue link The underlined blue area identifies a link
Vista Plus Security: Vista Plus Security
Vista Plus Security: Vista Plus Security There are three levels of security:
Folder structure
Report access permissions
Page-level security
Folder Structure: Folder Structure The folder structure hierarchy can be used to restrict groups and users to access only specified folders and their reports
A home folder is the folder a user or group starts in after logging into Vista Plus.
Users and groups cannot access folders outside their own home folder tree.
Report Access Permissions: Report Access Permissions Access permissions allow you to define what users/groups can do with folders and reports
Five Permission Levels:
No Access (reports only)
View Only
Distribute (reports only)
Modify
Delete
Access Permissions: Access Permissions Select the Access Permissions Icon
Access Permissions (continued): Access Permissions (continued)
Page-level Security: Page-level Security Restricts access to report pages
Supports two modes:
View reports
View reports only with Page Security
Provides the highest security restriction
Page Security Setup: Page Security Setup 1. Capture a report
2. Define a report index
3. Create a page security set
4. Assign page security set to user or group
5. Determine report security mode
Creating a Page Security Entry: Creating a Page Security Entry Select the Page Security Entries Icon
Creating a Page Security Entry: Creating a Page Security Entry
Page Security - General Tab: Page Security - General Tab
Page Security - Conditions Tab: Page Security - Conditions Tab
Page Security Association: Page Security Association
Report Security: Report Security Report security determines the type of security for specific reports
Two report security modes:
View report
View report only with Page Security
Used with page security for the highest security restrictions on a specific report
Section Summary: Section Summary Vista Plus has three levels of security:
folder structure, access permissions and page-level security
Access permissions apply to reports and are assigned to users and groups
Page security restricts user and group access to predefined (indexed) pages
Migration / Off-line Storage: Migration / Off-line Storage
Migration / Off-line storage: Migration / Off-line storage Migration involves moving generations of a report from one volume to another
Reports can be migrated from:
online volume to an offline volume
offline volume to an offline volume
Migration Setup Steps: Migration Setup Steps 1. Set up a device and volume definition
2. Create a migration set and add rules
3. Assign migration sets to a report or the warehouse
4. Automate the migration commands:
VMIdentify
VMTransport
Device Definition: Device Definition Select the Devices Icon
Devices: Devices
Volume Definition: Volume Definition Select the Volume Icon
Volumes: Volumes
Migration Sets: Migration Sets A migration set consists of one or more rules
Migration sets can be defined at either the report or warehouse level
Migration Set Definition: Migration Set Definition Select the Migration Sets Icon
Defining a Migration Set: Defining a Migration Set
Defining Migration Rules: Defining Migration Rules
Defining Migration Rules: Defining Migration Rules
Migration Rules: Migration Rules There are 7 different rule types:
Migrate
Backup
Compress
Delete Online Generation
Delete Offline Generation
Delete Restored Generation
Delete Offline Generation from Database
Assigning Migration Sets: Assigning Migration Sets Migration sets can be assigned at one of two levels:
report level
warehouse level
VMIdentify and VMTransport: VMIdentify and VMTransport VMIdentify checks report generations against migration rule sets and creates a list of the generations that meet the migration criteria.
VMTransport processes the lists created by VMIdentify.
Section Summary: Section Summary Migration is the process of moving generations from one volume to another
Migration rule sets determine which generations get acted upon
VMIdentify - creates lists of generations that qualify to be acted upon
VMTransport - processes VMIdentify lists
Other Vista Plus Features: Other Vista Plus Features
Report Warehouse Parameters: Report Warehouse Parameters Parameter areas:
Archive tab
Restore tab
Volumes tab
Capture tab
Network tab
Directories tab
Permissions tab
Logon Options tab
Warehouse Configuration: Warehouse Configuration Select the Warehouse Configuration Icon
Archive Tab: Archive Tab
Restore Tab: Restore Tab
Volumes Tab: Volumes Tab
Capture Tab: Capture Tab
Network Tab: Network Tab
Directories Tab: Directories Tab
Permissions Tab: Permissions Tab
Logon Options Tab: Logon Options Tab
Printers in Vista Plus: Printers in Vista Plus Vista Plus supports two types of printers:
Local Printers
Remote Printers
Remote printers must be defined before a user can access them from the client
Printers: Printers Unix
Server Remote
Printer #1 Vista
Server Remote
Printer #2 Local
Printer Windows
Client
Remote Printers: Remote Printers Select the Remote Printing Icon
Remote Printers: Remote Printers
Remote Printers: Remote Printers Add printer
Printer Name
Printer Description
Add Style
Style Name
UNIX Print Command
Vista Alarms: Vista Alarms Alarms perform an action when a report is captured into Vista Plus
Two types of alarms:
Unconditional alarm
Conditional alarm
Can notify via Vista client or email
Alarms: Alarms Select the Smart Alarm Icon
Alarms: Alarms
Alarms - General Tab: Alarms - General Tab
Alarms - Actions Tab: Alarms - Actions Tab
Vista User Licenses: Vista User Licenses Select the Vista User Licenses Icon
Vista User Licenses: Vista User Licenses
The vadmin Command: The vadmin Command Character-based command to perform any Vista administrative function
Great for automating repetitive tasks
The vadmin Functions : The vadmin Functions
vadmin Batch Processing: vadmin Batch Processing Allows you to run vadmin commands in a batch file
vadmin c=Batch 'filename'
filename is the name of the batch file holding the vadmin commands
Installation of Vista Plus: Installation of Vista Plus
Installation Components: Installation Components Software components to install:
Vista Plus server software
Server Administration Client
Windows Client
Remote Capture Tools
Other Vista Modules
Server Installation: Server Installation Vista Plus Server:
Install or upgrade server software
Specify default directories
Enter license(s) required
Test connection to server
Set default warehouse settings
The Server Software: The Server Software
Client Installation: Client Installation Server Administration Client
Windows Client
Java Client
Remote Capture Tools
Configuration Files: Configuration Files Server.cfg - paths to files and logging
Client.cfg - holds the default server, port and capture user
Capture.cfg - holds capture rules
Configuration Files: Configuration Files Server.debug.log - used by technical support
Archiving logs:
VMIdentify.log / VMIdentify.err
VMTransport.log / VMTransport.err
Vista.log
Activity logs:
Report Access Tracking
User Access Tracking
Implementation Overview: Implementation Overview Install the Software
Configure Warehouse Settings
Define Folder Structure
Create Groups and Users
Define Report Capture Process
Setup Vista Plus Security
Define Migration Rules
Slide159: Quest Software Support www.quest.com support@quests.com 949.754.8000