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