VP Admin Training 4 2

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