IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] AppWorx v6.1.4: User Documentation AppWorx is a web-based application which lets you schedule and submit jobs as well as view and print output. Loading Java Plugin: If your PC has never accessed AppWorx, a one- time task needs to be performed to install the Java plugin: Otherwise, proceed to page 4 of this document for instructions for logging into AppWorx. Using Internet Explorer, enter the URL: http://www.rpi.edu/dept/iacs/support/ Click on IACS Supported Applications Click on Appworx – Campus Users Under the Heading, JAVA PLUGIN, click on the link to install the Java2 software Page 1 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] 1. 2. 1. Under the heading, Java VM Upgrade, click on ‘here’ link for Windows 95, 98, 2000 and NT. This option will work for PCs with Windows XP. a. Click Run (and possibly click Run again if a IE Security Warning dialog box appears) b. Check the Accept Terms of License radio button, then click Next> c. Choose ‘Typical’ setup type, then click Next> d. Click Finish when InstallShield Wizard Completed box appears 2. Click on the link, ‘Go back to the Intro Page’ Page 2 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] 3. 3. For computers with Windows XP, click on the link, ‘Start the AppWorx Client’ under the Java Webstart heading and proceed to the next section in this document for instructions on logging into AppWorx. For computers with Windows Vista, click on the link, ‘Start the AppWorx Client’ under the Java Plugin heading and proceed to the next section in this document for instructions on logging into AppWorx Note: If you are instructed to restart your computer at the end of the installation, please do so before trying to log into Appworx. Page 3 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Logging into AppWorx(Production database, APXP): Using Internet Explorer, enter the URL: http://www.rpi.edu/dept/iacs/support/ Click on IACS Supported Applications First Time only: Click on Map W: drive to get File Association information used in AppWorx Click on Appworx – Campus Users Note: you may want to add this URL to your Internet Explorer favorites Note: To login to the TEST(AP96) database for AppWorx, enter Using Internet Explorer, enter the URL: http://www.rpi.edu/dept/iacs/support/ Click on Testing Applications Click on the Appworx v6.1 Test icon Page 4 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Depending upon your computer’s operating system (Windows XP or Vista), click on ‘Start the AppWorx Client’: Windows XP – Java WebStart Vista – Java Plugin If a Java Web Start box appears, click ‘start’. If the Java Web Start box does not appear, the AppWorx logon box will appear and you can enter your AppWorx userid and password. If prompted, the user may choose to create a shortcut on their desktop pointing to AppWorx PROD (APXP). Computers with Windows XP Operating System Computers with Vista Operating System Page 5 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Logon to AppWorx: Enter your AppWorx userid, password and database. Note: your AppWorx password is case sensitive To have AppWorx remember your User Name and Master, select the Remember Logon button. Note: You still need to enter your password. Page 6 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Explorer Window - Upon logging in, the first window that appears is the Explorer window. From the Explorer window the user can choose to view information regarding AppWorx running (Agents), jobs waiting to run, are running, or have already run in AppWorx. Explorer Icon Backlog Window: Jobs running or waiting to run Drop down under View (within Explorer window to ‘Refresh All’ to refresh Backlog and History windows. Column Headings Column headings can be moved by dragging column to desired location. To sort window contents, click on column heading. History Window: Jobs that have already run. Status Bar: alerts on aborted jobs(red) no alerts (green) Page 7 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] History Window : Located in the lower section of the Explorer window, the History section lists the user’s jobs that have run (either successfully or unsuccessfully). Page 8 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] To Query Jobs in History: History Query Window Based on the userid’s permissions, clicking on these icons will show available modules, chains, applications, agents, queues, requestors and statuses to query on. The query criteria information can be saved for use later by saving it in the Filter Name field. Saved Filters can be recalled from the Filter name dropdown box on the History and Output windows as well as from Filter -> Filter Backlog & History on the Explorer window. Custom filters are specific to the userid of the user’s Window’s computer profile. ‘%’ can be used as a wildcard in the selection criteria fields. Clicking on a Sort radio button will produce the query results list in either ascending ( ‘^’ in the column header) or decending ‘v’ in the column header) order. Choose your selection criteria and click OK for output entries to appear in the History window. Page 9 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Requests Window: This window allows the user to select a job/process to run in AppWorx. Requests Icon Jobs that the user is authorized to submit are listed here Type the job/process name here to perform a search Click to select the desired process to be run and then click the Request button to enter necessary parameter information Page 10 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Name of job/report to be submitted Enter parameters here. The user can either overtype or ‘accept’ the default parameter input information. Send To: Drop down for available output devices (i.e. printers). Send Option: If active, drop down to select output option. Output Function: Be sure to select ‘Print’ in Function field. Copies: Nbr of copies Submit day and time for process to run Check on if you want your job to be submitted with a HOLD status, which will stay in the Backlog until the submitter resets it by rightclicking on it in the Backlog window and choosing Reset. Click Submit button for job to run Output Functions Available: - Store: The output for these jobs/processes with this function is stored in AppWorx more efficiently and is available for viewing in the Output window using the query function. A majority of jobs/processes have a status of ‘Store’. - Print: The output for these jobs/processes with this function is printed to a designated printer as identified in the Printer field on the Request window. Output for these jobs/processes can be viewed in the Output window using the query function. - Log: Output files with this status will be limited to those jobs/processes that require user intervention for special circumstances like special paper or printer availability. ‘Log’ is the default status for output files appearing in the Output window. Page 11 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Output Window: This window displays output from jobs submitted with a status of ‘log’ by the user. The default status setting for the Output window is ‘log’. Click on the Query button and select the search criteria to view jobs/processes with ‘print’ or ‘store’ status. Once output is displayed, the user can choose to view and/or print the associated job output. Status Definitions Appearing on the Output Window Stored – The output is stored and available for viewing from the History and the Output window. To view a list of output files with a ‘stored’ status, the user must perform a search using the Query button (see below). Output files formerly set to ‘Log’ will now have their status set as ‘Store’. Print - The output was printed and is available for viewing from the History and the Output window. To view a list of output files with a ‘print’’ status, the user must perform a search using the Query button (see below). Logged –This is the default status when opening the Output window. Select the desired output for viewing and then click on the View button below. See section on File Associations for viewing output in MSExcel, Adobe Acrobat, MSWord and/or postscript format. Output Query Window Based on the userid’s permissions, clicking on these icons will show available modules, chains, agents, output devices and requestors to query on. The query criteria information can be saved for use later by saving it in the Filter Name field. Saved Filters can be recalled from the Filter name drop-down box on the History and Output windows as well as from Filter -> Filter Backlog & History on the Explorer window. Custom filters are specific to the userid of the user’s Window’s computer profile. ‘%’ can be used as a wildcard in the selection criteria fields. Clicking on a Sort radio button will produce the query results list in either ascending ( ‘^’ in the column header) or decending ‘v’ in the column header) order Clicking on a Sort radio button will produce the query results list Choose your selection criteria and click OK for output entries to appear in the Output window. in a specific order. Page 12 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] File Associations: This window contains information relating to output files and their possible viewing applications (MSExcel, MSWord, Notepad, Adobe Acrobat, etc). When the user requests output to be viewed, AppWorx will allow the user to choose which application (MSExcel, MSWord, Notepad, etc) to use as the viewer. Information in the ‘Use’ column determines whether AppWorx allows the user to choose the viewer (ASK) or to ‘ALWAYS’ associate a viewer with a file extension (i.e, PDF is ALWAYS associated with file with an extension of .PDF). AppWorx will allow the user to choose Excel, Ghostview, Wordpad, Notepad, Word or it’s own internal viewer for viewing output files with an extension of ‘.lis’. Page 13 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Viewing Output – select the output file you which to view. Select the output file for viewing and click on the ‘View’ button After clicking on the View button, the user will choose from the available file associations, the appropriate viewer for viewing the job’s output. Select the desired viewer and click ‘OK’ . Page 14 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Output viewed using Wordpad. User is able to print to available network/desktop printers by choosing Print from the drop-down under File. . Page 15 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Settings Window: This window allows the user to set their AppWorx session settings. This window is accessed from the drop down under Options. There are two tabs in the Settings window: General and Toolbar. The General tab contains settings for: Continuous Monitoring – When ‘Active’ is checked, AppWorx refreshes the Backlog, History Agent Summary and Queue Summary at the number of seconds set in the ‘Frequency (seconds)’ field Explorer – If checked, the Explorer pane in the Jobs window is activated. To enable/disable Explorer, you must re-log into AppWorx Job History Limits – Enter the Maximum Rows and Previous Minutes amounts for display in the Job History window. Auto start Explorer – When this box is checked, AppWorx automatically opens the Explorer/Job window upon login. Page 16 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Changing Column Headers in AppWorx Windows In many of the AppWorx windows, you can choose the columns you want displayed. You can also change the order of the columns and change the column names. The tables that you can customize are listed below: Menu Option Customizes Backlog All views of the Backlog viewable from the Explorer window. History History on the Explorer window. Output The Output window. Agent Summary The Agent Summary on the Explorer window. Queue Summary The Queue Summary on the Explorer window. Chain Summary The Chain Summary on the Explorer window. Status Summary The Status Summary on the Explorer window. Job Output files The Output files tab on the Job Details window. Agent Logs The Agent Logs window. Gantt job summary The information displayed in the pop-up table when you hover over a module or chain in the Backlog Gantt view window and the Flow Diagram window. Backlog job summary The information displayed in the pop-up table when you hover over a module or chain in the Backlog. Page 17 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] The steps for choosing columns and changing the column order are the same for all tables. To edit a table, open the Options menu, select Tables, then select the table you want to edit. The edit window for the History table is shown above. The top of the window shows the table as it will be displayed in AppWorx. The bottom of the window displays a list of the columns that can be displayed. Making Changes The table below describes how to customize AppWorx tables. To: Do this: Display a column Check the VISIBLE column. All visible columns are brought to the top of the list. Newly checked columns are added to the far right side of the table. You can click the title of the column in the top display and drag it to a new location. Change the name of a column Edit the entry in the Name column. Control the width of Enter a number of pixels in the MAX_WIDTH and MIN_WIDTH columns. If you enter MIN_WIDTH a column settings, its possible that some columns will be pushed off the table. If this happens, you will want to select the Horizontal scrolling option described below. Format date columns Select a date format from the FORMAT column. Control the margins within a column In the Column margin field, enter a number of pixels to be added to the left and right margins of the column. Allow scrolling By default, tables do not scroll. As you add columns, AppWorx adjusts the width of the columns so they are all displayed in the table. If the tables become to narrow to read the contents, you can select the Horizontal scrolling option. This maintains the default width of the columns and displays a scroll bar across the bottom of the table. Change the order of the columns Select the title of a column in the top window and drag it to a new location. Return the table to its last saved setting Click the Reset button at the bottom of the window. Page 18 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] Password, Remote Connection, AppWorx Help Information To change your AppWorx password: Under Options, drop down to choose ‘Change Password’. Enter your current and confirm twice your new AppWorx password. Note: The AppWorx password is case sensitive. o Rules for AppWorx passwords: Passwords must be least eight characters long. Passwords must contain at least one letter and one number. Passwords must not contain values entered in the User Name, First Name, or Last Name/Description fields. Passwords must not be reset for seven days after the previous reset. Remote Connection Information: To be determined if these rules will be in effect for go-live or Oracle 10G go-live To access the latest version of AppWorx remotely (from home), you will need to have the VPN (Virtual Personal Network) installed on your home/remote PC. Additional benefits of having the VPN installed on your remote PC are to access to MSOutlook- with your personal folders, filters, etc. as well as access to your network drives. To install the VPN, go to http://www.rpi.edu/dept/nss/www/downloads/vpn.html Page 19 of 20 D:\81924365.doc IACS Business Support Rensselaer Integrated Administrative Computing Solutions (IACS) Rensselaer Polytechnic Institute Troy, New York 12180-3590 email: [email protected] AppWorx Help Information From any window, AppWorx help is available from the User Manual/Guide. Click on the Contents tab. Use the Contents, Index or Find tabs to find help with AppWorx functionality. Page 20 of 20 D:\81924365.doc
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