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Working in the IssueNet Manager
{TOC} ===1 The Issue Explorer=== [imageauto|The Issue Explorer|{UP}Manager%2fIssueExplorer.png] The Issue Explorer is a convenient explorer used for navigating different folders to find issues of interest. IssueNet aggregates issues together by grouping them in folders created and selected by the user. The folders are hierarchical so organizations can aggregate groups of issues to the level of specificity required. By defining a folder hierarchy that makes sense to how your organization wants to capture and manage issues, an organization can more easily control which issues are being addressed and where those issues are in regards to resolution. The Issue Explorer is enabled or disabled by selecting the Issue Explorer option from the View menu. The Issue Explorer provides a two-paned explorer view of folders and issues. The left pane displays a hierarchical view of folders that match the folder filter selected just above the folder tree-view. When a folder is selected, the issues related to that folder are filtered by the issue filter displayed above the issue list on the right. The filters can be used to simplify the sort of information you wish to see in the folder context. To add new filters to the Folder tree-view selection or the Issue list-view selection, a user simply creates a new query of the appropriate type using the query builder. ===2 The Task Explorer=== [imageauto|The Task Explorer|{UP}Manager%2fTaskExplorer.png] The Task Explorer is a convenient explorer used for navigating Projects to find tasks of interest, to view the Task Explorer, simply select it from the View menu.. IssueNet aggregates tasks together by grouping them in Projects created and selected by the user. The Projects are hierarchical so organizations can aggregate groups of tasks to the level of specificity required. By defining a Project hierarchy that makes sense to how your organization wants to capture and manage tasks, an organization can more easily control which tasks are being addressed and where those tasks are in regards to resolution. The Task Explorer provides a two-paned explorer view of Projects and Tasks. The left pane displays a hierarchical view of Projects that match the filter selected just above the Project tree-view. When a Project is selected, the tasks related to that Project are filtered by the task filter displayed above the task list on the right. The filters can be used to simplify the sort of information you wish to see in the folder context. To add new filters to the tree-view selection or the task list-view selection, a user simply creates a new query of the appropriate type using the query builder. ===3 The Quick Edit Window=== [imageauto|The Quick Edit Window|{UP}Manager%2fQuickEdit.png] The Quick Edit window is enabled or disabled by selecting the '''Quick Edit''' option from the View menu. The quick edit window can be docked or undocked and the window is resizable. This feature is very useful when looking at a list of items, as it enables you to view the item without having to open each item individually; the contents of the window change to the item selected in a list view. ===4 Queries and Search Tools=== IssueNet provides queries, a robust query builder and Search Tools to assist users in locating IssueNet items. Modeled on familiar tools such as the Outlook Rules Wizard, the query builder allows simple or complex queries to be built with no SQL knowledge. ====4.1 The Query Window==== [image|The Query Window|{UP}Manager%2fQueryWindow.png] The Query Window can be displayed by selecting '''View|Queries '''from the menu bar. The window contains buttons for adding a new query, editing an existing query, or deleting a query. Queries can be organized by category. To view the queries listed in a particular category, click on that category’s name to expand the list. To execute a query, simply double-click on the query name. ====4.2 The Query Builder==== [imageauto|The Query Builder|{UP}Manager%2fQueryBuilder.png] Clicking the New Query button in the Query Window launches the Query Builder. The Query Builder allows you to easily create database queries by defining a query statement to fit your search criteria. After entering a Name for your new query, you can specify under which Category the query should be stored or you can create a new category by typing the name into the Category field. The Description field allows you to enter a brief description of what it is that the query returns. The Search for field contains a list of the database items available for searching. The Statement Type field lists the expressions available for defining your query statement. Select a statement expression and click Add to insert the expression into the Statement field. When the statement expression is added to the Statement field, you may click on the underlined text to specify the values to be utilized in your query statement. Once you have defined your query statement, click either the Save button to save the query without running it; Save & Execute to save the query and run it; or Execute to run the query without saving it. Click the Close button to close the Query Builder and discard any changes that you have entered. ====4.3 The Query Results List View==== [imageauto|Query Result List|{UP}Manager%2fQueryResults.png] Once a Query has been executed, a list of results for that query is displayed in a new window tab. At the top of the window is the total number of results returned, as well as an active page selector, should more than one page of results be returned. To view an item in the list, simply double-click the item. ====4.4 The Search Tool==== [image|The Search Tool|{UP}Manager%2fSearchTool.png] Selecting the '''View|Search Tool '''menu item opens the Search Tool. The Search Tool provides a way to quickly search the database for particular items. Typically, users would use the search tool, as opposed to the Query Builder, for searches that are infrequent in nature. However, should a user find themselves executing the same search regularly, the Search Tool provides a means to quickly save a search as a query by clicking the button labeled 'Save as Query'. The Search Tool window is separated into the three sections. The top section is static and contains the list of objects available for searching, the Execute Search button, as well as the Save As Query and Clear Form buttons. The contents of the other two sections of the Search Tool can change, depending upon which object has been selected for searching. Generally speaking, however, the middle section consists of an input field for searching for specific text located in specified text fields; while the bottom section allows the user to select field values specific to the selected object as part of their search criteria. ====4.5 Bookmarks==== IssueNet provides you with the ability to create bookmarks for IssueNet items. These bookmarks provide you with a mechanism to save documents to an easy to access list view. In many cases, the use of bookmarks replaces the need to build or save queries to return items that you may need to access on a regular basis. Typically bookmarks are used as a tool to remind yourself of work you may need to perform, or to save information that is frequently accessed. *To create a bookmark open the item you wish to bookmark and cllick the Bookmark toolbar item or select Actions|Bookmark. *To view your bookmarked items, simply select '''View|Bookmarks'''. *To remove an item from your list of Bookmarks, select '''View|Bookmarks''', highlight the item you would like to remove and click the Remove Bookmarks icon. ====4.6 Additional Resources==== *[http://www.elsitech.com/Support/How-To-Videos.aspx|Searches and Queries Tutorial Video] *[http://www.elsitech.com/Support/How-To-Videos.aspx|Bookmarking Tutorial Video] ===5 Reports=== IssueNet solutions provide dozens of standard tabular reports and charts. In addition to the pre-defined reports and print formats, IssueNet administrators can create new reports and print formats using the Reports Designer built into the IssueNet Administrator. ====5.1 The Print Format Selection Dialog==== The Print Format Selection Dialog is accessed during the course of printing an IssueNet item or group of items.{BR} ''(Note: The File|Print menu item relates to the IssueNet window that is open and active at the time this menu is selected.)'' To print a IssueNet items, do one of the following: *From any IssueNet window select the item(s) you wish to print and do one of the following: **Right click on the item(s) and select Print. **Click the Print shortcut button on the Standard Toolbar. **Launch the item and select '''File|Print'''. *From the Active Selection dialog, do one of the following: **To print all the items in the active window, select All Items and click Done. **To print specific items in the active window, select Selected Items and click Done. *In the Print Format Selection dialog, select the Name of the desired print format. Highlighting a print format in the list results in a description of that format being displayed in the Description field. Once the desired format has been selected, click OK to send the report to the printer or click Cancel to return to working in IssueNet. ''(Note: To preview the print job, you can select the File|Print Preview instead of Print.)'' ====5.2 The Report Selection Dialog==== By selecting the '''File|Reports''' menu item, users can choose from a list of reports that have been made available to them by the IssueNet Administrator. The Report Selection dialog includes the Name of the report, the Class against which you are reporting, and a Description of the report. To view a report’s description, select the report by highlighting it in the list. Click OK to run the selected report. ===6 IssueNet User Options=== Selecting '''Tools|Options''' opens the Options dialog which allows users to set form behavior, workspace settings and column layout. [imageauto|Manager Options Dialog|{UP}Manager%2fManagerOptions.png] ====6.1 Form Behavior==== *'''Prompt On Form Close''': When this option is selected, IssueNet will prompt you to update any changes made to IssueNet items when closing the item or exiting IssueNet. *'''Update On Form Close''': When this option is selected, IssueNet will automatically update any changes made to an item when it is closed. *'''Spell Check on Update''': When this option is selected, the Spell Check function will occur when an IssueNet item is updated. ====6.2 Workspace Settings==== *'''Save Workspace on Log Off''': When this options is selected, the IssueNet workspace will be preserved between sessions. This option allows you to pick up where you left off when closing the IssueNet application. *'''Reset Saved Workspace''': Selecting this option resets the IssueNet application to the default workspace. *'''Save Current Workspace''':Selecting this option maintains the workspace in its current state on logoff. This is a useful option if you wish to open IssueNet to default views and queries. ====6.3 Column Layout==== The Column Layout section is used to select the columns that are visible in IssueNet item lists, as well as the order in which they are displayed. For example, one could configure IssueNet so that when a list of tasks is displayed, the Name is displayed as the first column, the Summary is displayed as the second column, and the AssignID is not displayed at all. To customize a list: #Select the type of list you want to configure from the View drop-down list. #Select a column that you want to edit from the Available Columns box and make the desired changes to the column in the Edit Column box. #Once you are finished editing columns, use the Up and Down buttons to change the order in which the columns are displayed. Columns at the top of the list will display first – to the left. Likewise columns at the bottom of the list will be displayed to the right. #Click OK. ====6.4 Connectivity==== This section allows you to Add, Remove or Configure connections to IssueNet databases. Clicking Add or Configure opens the Connection Wizard. In most cases your connections will be pre-configured by your IssueNet Administrator using the IssueNet Central site.