IBM TRIRIGA Application Platform 3 Graphics User Guide

IBM TRIRIGA Application Platform
Version 3.2
Graphics
User Guide
© Copyright IBM Corp. 2011
i
Note
Before using this information and the product it supports, read the information in “Notices” on page 31.
This edition applies to version 3, release 2, modification 0 of IBM® TRIRIGA® Application Platform and to all
subsequent releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 2011. All rights reserved.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with
IBM Corp.
Contents
ABOUT THIS GUIDE ...................................................................................................... 1
Conventions .................................................................................................................................................................. 1
Intended Audience ....................................................................................................................................................... 1
Prerequisites ................................................................................................................................................................. 1
Support ......................................................................................................................................................................... 1
1.
USING THE GRAPHICS SECTION ....................................................................... 2
Graphics Section Setup ............................................................................................................................................... 2
Graphics Section Toolbar ........................................................................................................................................... 3
Context Drop-Down Menu.......................................................................................................................................... 3
Ribbon Menu ............................................................................................................................................................... 4
Exporting a Graphic ...................................................................................................................................................4
Toggling Layers .........................................................................................................................................................4
Applying Themes ......................................................................................................................................................4
Applying Labels ........................................................................................................................................................4
Applying Graphic Reports .........................................................................................................................................5
Modifying Display & Legend Preferences ................................................................................................................5
Resetting Default Theme ...........................................................................................................................................6
Right-Click Menu ........................................................................................................................................................ 6
2.
GRAPHICS MANAGEMENT TOOLS .................................................................... 8
Accessing Graphics Management Tools .................................................................................................................... 8
Managing Label Styles ................................................................................................................................................ 9
Adding a Label Style .................................................................................................................................................9
Modifying a Label Style .......................................................................................................................................... 12
Deleting a Label Style ............................................................................................................................................. 12
Applying a Label Style via a Graphics Section ....................................................................................................... 12
Managing Label Filters ............................................................................................................................................. 13
Adding a Label Filter ............................................................................................................................................... 13
Modifying a Label Filter .......................................................................................................................................... 14
Deleting a Label Filter ............................................................................................................................................. 14
Applying a Label Filter via a Graphics Section ....................................................................................................... 15
Managing Graphics Section Themes........................................................................................................................ 15
© Copyright IBM Corporation 2011.
Adding a Theme ...................................................................................................................................................... 16
Setting a Theme as Default ...................................................................................................................................... 17
Modifying a Theme ................................................................................................................................................. 18
Deleting a Theme..................................................................................................................................................... 18
Applying a Theme via a Graphics Section .............................................................................................................. 18
Managing Layers ....................................................................................................................................................... 19
Filtering & Excluding Layers .................................................................................................................................. 19
Toggling Layers via a Graphics Section .................................................................................................................. 20
3.
GRAPHIC REPORTS .......................................................................................... 22
Accessing Graphic Reports ....................................................................................................................................... 22
Managing Graphic Reports ...................................................................................................................................... 22
Creating a Graphic Report ....................................................................................................................................... 23
Running an Existing Graphic Report as a Standard Report ..................................................................................... 26
Applying a Graphic Report via a Graphics Section ................................................................................................. 26
4.
OTHER GRAPHICS CONSIDERATIONS ........................................................... 27
Graphics Section Logging ......................................................................................................................................... 27
Graphics Section Branding ....................................................................................................................................... 27
Linked Query Section ................................................................................................................................................ 28
Special View ............................................................................................................................................................... 28
Menu Bar Location via Platform Upgrade .............................................................................................................. 28
Drawing Entity Support ............................................................................................................................................ 28
INDEX ........................................................................................................................... 30
About This Guide
The purpose of this guide is to provide an understanding of the graphics tools from IBM® TRIRIGA®.
Conventions
This document uses the following conventions to ensure that it is as easy to read and understand as
possible:



Note – A Note provides important information that you should know in addition to the
standard details. Often, notes are used to make you aware of the results of actions.
Tip – A Tip adds insightful information that may help you use the system better.
Attention – An attention notice indicates the possibility of damage to a program, device,
system, or data.
Intended Audience
The target audience for this guide includes users of graphic reports and Web graphics. Additionally,
CAD Integrator users, anyone who uses the system to manage spaces (including move/add/change
processes), and anyone who implements, configures, or administers the components of the application
related to these processes.
The guide focuses on the mechanics and functional use of the IBM TRIRIGA application. It does not
include detailed discussion or training on customization, designing, development or the mechanics of
IBM TRIRIGA Application Platform.
Prerequisites
This guide assumes the reader has a basic understanding of IBM TRIRIGA Application Platform and the
fundamental concepts required to operate the web-based IBM TRIRIGA system.
Support
IBM Software Support provides assistance with product defects, answering FAQs, and performing
rediscovery. View the IBM Software Support site at www.ibm.com/support.
© Copyright IBM Corporation 2011.
1
1. Using the Graphics Section
The IBM TRIRIGA Graphics Section is a flexible, portable platform component that can be configured to
facilitate customizable graphical reporting and interaction that drives application logic, where none of
the logic needs to be hard coded or static. This flexibility is in part enabled by the vector graphics
engine that drives the section. Because of the nature of vector graphic rendering in browsers, the
graphics section is not intended to serve as a replacement for CAD applications, such as AutoCAD and
MicroStation, or standard CAD viewers, such as Design Review. If you are viewing or manipulating a
large amount of complex layers at the same time, use those applications. For rendering and runtime
performance of the Graphics Section, it is best to start simple, loading graphics with only the attached
layers and a few simple identifying layers if necessary. The layers loaded on initial display can be
modified using a Layer Configuration record; IBM TRIRIGA ships with two of these records active, which
turn off reference file layers and any layer with an entity count greater than 1000.
This chapter provides a detailed look at the functionality delivered with the IBM TRIRIGA Graphics
section and includes the following discussions.

Graphics Section Setup

Graphics Section Toolbar

Context Drop-Down Menu

Ribbon Menu

Right-Click Menu
Graphics Section Setup


Note – Your browser must have the Microsoft Silverlight add-in to render web graphics in
the IBM TRIRIGA system. When you first attempt to display a web graphic, you are
prompted to download and install Silverlight before the graphic appears.
Note – The CAD Integrator Publish command publishes a single format, DXF, to the server.
When publishing is complete, the server processes the DXF file and stores the geometry
data needed to render the drawing.
For command details, see the IBM TRIRIGA 10 CAD Integrator for AutoCAD User Guide or
the IBM TRIRIGA 10 CAD Integrator for MicroStation User Guide.
Note – Users with existing SVG or DWF graphics must republish their drawings using CAD
Integrator Batch Process or command-line lisp routines. CAD Integrator also enforces that
linked entities reside on their correct layer per the Layer Manager definition.

For example, if an attached space polyline was moved to layer 0 and it is still attached, it
will now get moved back to the defined triSpace layer on Sync or Publish. This is being
enforced to assist in processing the DXF for display and reporting.
For command details, see the IBM TRIRIGA 10 CAD Integrator for AutoCAD User Guide or
the IBM TRIRIGA 10 CAD Integrator for MicroStation User Guide.
© Copyright IBM Corporation 2011.
2
Graphics Section Toolbar
To access a Graphics section, open the record whose Graphics section you want to view. When the web
graphic appears, the Graphics section toolbar is displayed in the upper right corner of the section.
Toolbar
Button
Description
Select – This button enables Select mode. Clicking a single attached entity selects it.
Clicking the entity again clears it.
Select Window – This button enables Select Window mode. You can draw a window
(rectangle) to select a set of attached entities at once. Further selection adds to the
selection set. When the Graphics section is linked to a single select query section, this
button is disabled.
Clear Selections – This button clears the selection of all currently selected attached
entities.
Show Details – This button enables Show Details mode. Clicking an attached entity opens
its linked record in a new window, but will not select the entity.
Pan – This button enables Pan mode. Clicking and dragging the drawing pans it within the
viewing frame.

Tip – You also can activate Pan mode via the [Ctrl] key.
Zoom In – This button zooms the drawing in from the center of the view.

Tip – You also can activate Zoom In via your mouse scroll wheel, if available.
Zoom Out – This button zooms the drawing out from the center of the view.

Tip – You also can activate Zoom Out via your mouse scroll wheel, if
available.
Zoom Window – This button enables Zoom Window mode. You can draw a window
(rectangle) that zooms the drawing to the specified ratio.
Fit View – This button fits the full extent of the drawing within the Graphics section.
Context Drop-Down Menu
When the Graphics section is linked to a Query section and more than one graphic is found for the
results, the toolbar also displays a context drop-down menu to the right of the Menu button. When the
web graphic appears, click the context drop-down menu to select the desired parent record. A
bidirectional link also exists between the selection of items in the Graphics section and the
corresponding items in the Query section.
© Copyright IBM Corporation 2011.
3
Ribbon Menu
When the web graphic appears, click the Menu button in the upper left corner of the section to open
the ribbon menu. The ribbon menu offers the following functionality.

Exporting a Graphic

Toggling Layers

Applying Themes

Applying Labels

Applying Graphic Reports

Modifying Display & Legend Preferences

Resetting Default Theme
Exporting a Graphic
To Export a Graphic
Step 1
Step 2
From the ribbon menu, click
Export to generate a PDF file by default. Otherwise,
click the down arrow
to choose between generating a
PDF or
PNG file.

PDF – Portable Document Format (PDF) is a widely used, easily exchangeable
format that has inherent printing capabilities. The PDF export is generated in
vector format, which allows the user to zoom into the graphic from within the
PDF viewer and print the current view without losing fidelity. This vector
scalability also allows printing to large paper sizes (for example, a plotter)
while still keeping the graphic elements crisp.

PNG – Portable Network Graphics (PNG) format is provided as a quick image
export, tailored towards the need to insert a screenshot into a document or
email. Since this format is not scalable, it is not ideal for high-quality printing.
Click Open to view the file. Or click Save to save the file.
Toggling Layers
To toggle layers on or off, see Toggling Layers via a Graphics Section. For more information about
layers, see Managing Layers.
Applying Themes
To apply a theme, see Applying a Theme via a Graphics Section. For more information about themes,
see Managing Graphics Section Themes.
Applying Labels
To apply a label style, see Applying a Label Style via a Graphics Section. For more information about
label styles, see Managing Label Styles.
© Copyright IBM Corporation 2011.
4
To apply a label filter, see Applying a Label Filter via a Graphics Section. For more information about
label filters, see Managing Label Filters.
Applying Graphic Reports
To apply a Graphic report, see Applying a Graphic Report via a Graphics Section. For more information
about Graphic reports, see Managing Graphic Reports.
Modifying Display & Legend Preferences

Note – The Preferences dialog box is only used to modify preferences while the graphic is
being viewed. The defaults used are derived from the currently applied theme. For more
information about themes, see Managing Graphics Section Themes.
To Modify Display & Legend Preferences
Step 1
From the ribbon menu, click
Preferences to open the Preferences dialog box.
Step 2
Review the Preferences dialog box.
Step 3
Modify one or more of the following Display preferences. Select the color from the
color palette dialog box.

Background – Click this color swatch to set the background color (behind the
graphic).

Highlight – Click this color swatch to set the “highlight” (or assigned) color.

Default – Click this color swatch to set the “default” (or unassigned) color. The
default color is used for every linked entity that is not currently using the
above highlight color.

Selected – Click this color swatch to set the “selected” color. This color
appears when you click a linked or highlighted selectable entity.
Tip – Be aware that the use of the Highlight color can vary depending on
the context in which the Graphics section appears.


Standalone – For a standalone Graphics section, where you are
viewing a graphic that was published directly to a particular
record, all of the linked entities show the Highlight color.

Association - When viewing a graphic by association, only the
current record shows the Highlight color. For example, viewing a
Space graphic shows you the Space highlighted within the context
of the parent Floor graphic.

Linked Query Section - When the Graphics section is linked to a
Query section, only those linked entities that are also a part of
the linked query results show the Highlight color.
© Copyright IBM Corporation 2011.
5
To Modify Display & Legend Preferences
Step 4
Step 5
Modify either of the following Legend preferences.

Display – Select or clear this box to set whether or not the legend appears
when a Graphic report is applied. For more information about Graphic reports,
see Managing Graphic Reports.

Scale – Enter a number to set the percentage scale of the legend. This scale
allows you to adjust the legend size while the graphic is being viewed.
Click Apply to apply your changes. The Preferences dialog box closes.
Resetting Default Theme
To Reset Defaults
Step 1
From the ribbon menu, click
Reset Defaults to reapply the defaults of the
currently selected theme, including the labels, report and preferences of that theme.
For more information about themes, see Managing Graphics Section Themes.

Note – While the initially selected theme may be the default theme, you
can also select a second theme, make changes to the theme (labels, report
and preferences) and reset the defaults of that second theme. Likewise,
you can select a third theme, make changes and reset the defaults of that
third theme, and so on.
Right-Click Menu
When the web graphic appears, right-click anywhere in the graphic to open a pop-up menu. The rightclick menu offers additional navigation options and the following functionality.
Right Click Menu Option
Description
Export
Like the ribbon menu option , this option allows you to choose
between generating a
PDF or
PNG file.
Layer Manager
Like the ribbon menu option
Layer Manager dialog box.
Clear Selections
Like the toolbar button , this option clears the selection of all
currently selected attached entities.
Fit View
Like the toolbar button , this option fits the full extent of the
drawing within the Graphics section.
Zoom In
Like the toolbar button
center of the view.
© Copyright IBM Corporation 2011.
, this option allows you to open the
, this option zooms the drawing in from the
6
Right Click Menu Option
Description
Zoom Out
Like the toolbar button
center of the view.
Reset Defaults
Like the ribbon menu option , this option allows you to reapply the
default theme, including the labels, report and preferences of that
theme.
Preferences
Like the ribbon menu option
Preferences dialog box.
Theme
Like the ribbon menu option, this option allows you to apply a particular
theme.
Report
Like the ribbon menu option, this option allows you to apply a particular
Graphic report.
Labels
Like the ribbon menu option, this option allows you to apply a particular
label style or label filter.
View Report
This option becomes active when a Graphic report is currently applied
to the graphic. When selected, this option displays the source report in
a new window.
© Copyright IBM Corporation 2011.
, this option zooms the drawing out from the
, this option allows you to open the
7
2. Graphics Management Tools
The IBM TRIRIGA Graphics Management tools give you the ability to add and manage label styles, set a
default label style, and apply filters to display multiple label styles. You also can apply different
themes to control the look and feel of the Graphics section, including the label style, filter and graphic
report.
This chapter provides a sampling of the functionality delivered with the IBM TRIRIGA Graphics
Management tools and includes the following discussions.

Accessing Graphics Management Tools

Managing Label Styles

Managing Label Filters

Managing Graphics Section Themes

Managing Layers
Accessing Graphics Management Tools
This discussion describes how to access the Graphics Management tools. Meanwhile, the next several
discussions describe how to add and manage label styles, label filters and Graphics section themes via
these tools.

Note – If your IBM TRIRIGA environment was upgraded to IBM TRIRIGA Application Platform
3.x but not IBM TRIRIGA 10.x, then see the Menu Bar Location via Platform Upgrade.

Note – If the Graphics Management tools are not in your Menu Bar, contact your
Administrator for the exact location or for a request to add it. The Navigation Builder
functionality is described in the IBM TRIRIGA Application Platform 3 User Experience User
Guide.
Use the following procedure to access the Graphics Management tools.
To Access the Graphics Management Tools
Step 1
From the Menu Bar, click Tools > Administration > Graphics. Your Graphics page
appears.

Note – If your IBM TRIRIGA application has been configured differently,
contact your Administrator for the exact location.
Step 2
Review your Graphics page. From this page, you can access your Label Filter page,
Label Style page, Theme page and Layer Configuration page.
Step 3
Otherwise, from the Menu Bar, click Tools > Administration. In the pop-up box, you
can directly access your Label Filter page, Label Style page, Theme page and Layer
Configuration page.
© Copyright IBM Corporation 2011.
8
To Access the Graphics Management Tools
Step 4
Review the Label Filter, Label Style page, Theme page or Layer Configuration page.

Tip – Once you have reached the Label Filter, Label Style or Theme page,
you can bookmark the page for quick access. For more information about
bookmarks, see the IBM TRIRIGA 10 Getting Started User Guide.
Managing Label Styles
As a reporting tool, labels allow you to pull field data dynamically from records (or associated records)
that are linked to an entity in a graphic. Label styles consist of label definitions that include line
spacing, height and color. You can define a default set of label styles for Location, Asset, or any other
business objects you can attach to an entity via CAD Integrator.

Note – By default, the system derives the positions of the labels from the label positions
that were published via CAD Integrator. The labels also use other properties of the
published labels, such as their orientation (if rotated). If no CAD Integrator label is
published for an entity, then the system determines the position automatically; the
system attempts to position the label as close to the center of the entity as possible.
Use the following procedures to display and manage label styles for objects within the Graphics
section.

Adding a Label Style

Modifying a Label Style

Deleting a Label Style

Applying a Label Style via a Graphics Section
Adding a Label Style
To Add a Label Style
Step 1
In the Label Style page, click Add.
Step 2
Review the Label Style form that appears. The information you enter in the General
section controls what the label style looks like when you use it.
© Copyright IBM Corporation 2011.
9
To Add a Label Style
Step 3
Provide the following information in the General section:

ID – If preferred, enter an ID for this label style. Otherwise, the system will
automatically assign an ID.

Name – Enter a name for this label style.

Module – Select the module for which to display this label style.

Business Object – Select the business object for which to display this label
style.

Form – If preferred, select the form for which to display this label style.

Line Spacing – Enter the spacing for your multi-line labels. Accepted values
range from 0.25 to 4.00.

Default Height – Enter the default height. Values are depicted as inches, or
their equivalent value based on the units of measure in the drawing. For
example, a text height of “12” (inches) on a drawing that uses millimeter units
will appear as 304.8 millimeters. By displaying at the same relative size, this
equivalence allows you to create a single label style (or theme) that can be
used universally for either imperial or metric drawings.

Default Color - Use the Select icon

to choose the default color.
Tip – Enter a Default Height that represents an appropriate value for the
size of your specific drawing.
For example, if you have a 36-inch doorway in a floor-plan drawing and
enter a value of 36 inches, then the Default Height will match the
dimension of the doorway. While this value may be oversized in drawings
of smaller floors, this value may be undersized in larger floors.
Step 4
Click Create to create your label style. New actions appear.
Step 5
Make any changes. Click Save to save the label style.

Step 6
Note – When you click the Save or Save & Close action, the settings for
Default Height and Default Color will be inherited by newly created label
elements, but will not affect any existing label elements created
beforehand.
Next, click Add to add a label element for this label style.
© Copyright IBM Corporation 2011.
10
To Add a Label Style
Step 7
Review the Label Element Editor form that appears. Provide the following information
in the General section:

Prefix – If preferred, enter a prefix for this label element.

Suffix – If preferred, enter a suffix for this label element.

Height – Keep the default, or enter the height. Values are depicted as inches,
or their equivalent value based on the units of measure in the drawing.

Color – Keep the default, or use the Select icon

Step 8
Tip – Enter a Height that represents an appropriate value for the size of
your specific drawing. See the similar tip above.
In the Field section, if no associations apply, leave the By Association box cleared.
The Module, Business Object and Form are inherited from the saved label style.
Provide the following information:

Section – Select the form (or business object) section for this label element.

Field – Select the form (or business object) field for this label element.

Step 9
to choose the color.
Note – If a Form was selected above, then the Section menu displays a list
of form sections. If no Form was selected above, then the Section menu
displays a list of business object sections.
However, in the Field section, if associations do apply, check the By Association box.
Provide the following information:

Association Type – Select the association type for this label element.

Associated Module – Select the associated module for this label element.

Associated Business Object – Select the associated business object for this label
element.

Associated Field Type – Select the associated field type for this label element:
“By BO Field” or “By Form Field”.

Form – If you selected “By Form Field” above, then select the form for this
label element.

Section – Select the form section for this label element.

Field - Select the form field for this label element.
Step 10 Click Create to create your label element. The Label Element Editor form closes.
Step 11 Review the label element that appears in the Label Elements section of the label
style.
Step 12 If necessary, continue entering label elements in the Label Elements section.
© Copyright IBM Corporation 2011.
11
To Add a Label Style
Step 13 When the label style is set the way you want, click Save & Close. The Label Style
form closes, and the label style appears in the main Label Style page.
Modifying a Label Style
To Modify a Label Style
Step 1
Click the label style you want to modify. The Label Style form opens.
Step 2
Make your changes.
Step 3
Click Save & Close. The Label Style form closes.
Deleting a Label Style
To Delete a Label Style
Step 1
Select the check box for each label style you want to delete.
Step 2
Click Delete.

Attention – You will not be given the option of a delete-confirmation
message.
Applying a Label Style via a Graphics Section

Note – To view more Graphics section menu and toolbar options, see the Using the
Graphics Section chapter.
To Apply a Label Style via a Graphics Section
Step 1
Open the record whose Graphics section you want to view.
Step 2
Click Menu to open the ribbon menu.
Step 3
Click Labels to verify that By Style is selected.
Step 4
For the Labels field, select the preferred label style. The system applies the selected
label style to the attached graphic entities.
© Copyright IBM Corporation 2011.
12
Managing Label Filters
Labels filters allow you to determine which label style the system should apply to each assigned entity
in a graphic. A set of user-defined criteria, standard report definitions that return a set of data, drives
this filtering process. With a single label filter, the system can apply multiple label styles
simultaneously to a single graphic.
For example, you can define a report against Space that contains a filter on the Occupancy Status field,
where the value contains Occupied. This report will return a specific set of spaces that are occupied. In
your Label Filter record, you can set this report as the criteria and assign to it a People label style that
you have previously created. Consequently, any of the spaces returned in the report result set will use
the People label style. You can expand upon this method by adding as many criteria as preferred for
your filter.
Use the following procedures to display and manage label filters for objects within the Graphics
section.

Adding a Label Filter

Modifying a Label Filter

Deleting a Label Filter

Applying a Label Filter via a Graphics Section
Adding a Label Filter
To Add a Label Filter
Step 1
In the Label Filter page, click Add.
Step 2
Review the Label Filter form that appears. Provide the following information in the
General section:

ID – If preferred, enter an ID for this label filter. Otherwise, the system will
automatically assign an ID.

Name – Enter a name for this label filter.

Default Label Style - Use the Select icon

to choose the default label style.
Note – The Default Label Style is applied to any assigned entity not
included in any of the report result sets. However, if no Default Label
Style is defined, then no label is displayed in those entities.
Step 3
Click Create to create your label filter. New actions appear.
Step 4
Next, click Add to add a criterion for this label filter.
© Copyright IBM Corporation 2011.
13
To Add a Label Filter
Step 5
Review the Label Filter Criteria form that appears. Provide the following information
in the Criteria and Report sections:

Label Style – Use the Select icon

Module – Select the module for this criterion.

Business Object – Select the business object for this criterion.

Report – Select the report for this criterion.
to choose the label style.
Step 6
Click Create to create your criterion. The Label Filter Criteria form closes.
Step 7
Review the criterion that appears in the Criteria section of the label filter.
Step 8
If necessary, continue entering additional criteria in the Criteria section. To rearrange
the order of multiple criteria, select one or more check boxes, and click the Move
Up, Move Down, Move to Top, and/or Move to Bottom section actions.

Step 9
Note – You can add as many criteria/styles as you want, but the criterion
with the highest Order takes priority. For example, if a space is returned
in both a report of criterion Order 2 and a report of criterion Order 3, then
the label style from the higher criterion Order 2 is applied.
When the label filter is set the way you want, click Save & Close. The Label Filter
form closes, and the label filter appears in the main Label Filter page.
Modifying a Label Filter
To Modify a Label Filter
Step 1
Click the label filter you want to modify. The Label Filter form opens.
Step 2
Make your changes.
Step 3
Click Save & Close. The Label Filter form closes.
Deleting a Label Filter
To Delete a Label Style
Step 1
Select the check box for each label filter you want to delete.
Step 2
Click Delete.

Attention – You will not be given the option of a delete-confirmation
message.
© Copyright IBM Corporation 2011.
14
Applying a Label Filter via a Graphics Section

Note – To view more Graphics section menu and toolbar options, see the Using the
Graphics Section chapter.
To Apply a Label Filter via a Graphics Section
Step 1
Navigate (or use My Bookmarks to jump) to the record whose Graphics section you
want to view.
Step 2
Click Menu to open the ribbon menu.
Step 3
Click Labels to toggle the drop-down type from By Style to By Filter.
Step 4
For the Labels field, select the preferred label filter. The system applies the selected
label filter to the attached graphic entities.
Managing Graphics Section Themes
Themes control the look and feel of a Graphics section, including which label style, label filter and
report the system should apply, as well as other options. For example, you could define an Occupancy
theme that uses personnel labels (displays the names of people residing in the spaces) and runs an
occupancy status report (colors the spaces based on occupancy status). Simultaneously, you can define
color or legend preferences that the system applies specifically for this theme.
For the most part, the Preferences in the Theme record coincide with those of the Graphics section
Preferences (see Modifying Display & Legend Preferences), with a couple of notable differences.

Legend Height – Instead of Scale in the Graphics section, the legend height is defined by Text
Height in the theme. Since the legend size can vary relative to the data, Text Height is the
most straight-forward way to create a base size for the initial legend. However, once the
legend is displayed, the easiest way to adjust it on the graphic is by modifying the relative
Scale percentage (from 100%).

Legend Position – The Preferences in the theme also adds a legend setting for Position, which
defines the default position of the legend (relative to the drawing) when a report is applied.
The Graphics section Preferences does not require this setting because at that point, you can
drag the legend to any preferred location in the drawing.
After one or more themes have been created, you can set a theme as the default. You can set only one
global default theme; the theme defined as the default loads immediately when the system displays a
Graphics section.

Note – The system applies the global default theme to all Graphics sections without a set
theme. However, Administrators can set a form-specific default theme that overrides the
global default theme.
© Copyright IBM Corporation 2011.
15
Use the following procedures to display and manage themes for objects within the Graphics section.

Adding a Theme

Setting a Theme as Default

Modifying a Theme

Deleting a Theme

Applying a Theme via a Graphics Section
Adding a Theme
To Add a Theme
Step 1
In the Theme page, click Add.
Step 2
Review the Theme form that appears. Provide the following information in the
Description section:
Step 3
Step 4

ID – If preferred, enter an ID for this theme. Otherwise, the system will
automatically assign an ID.

Name – Enter a name for this theme.

Description – Enter a description for this theme.
Provide the following information in the Reporting section:

Apply Labels – Select how to apply labels for this theme: By Filter or By Style.

Label Filter/Style –Use the Select icon
style.

Report – Select the report for this theme.
to choose the label filter or the label
Provide the following information in the Display Preferences section:

Highlight – Use the Select icon

Background – Use the Select icon

to set the color that appears when you click a
Selected – Use the Select icon
linked or highlighted selectable entity.

to set the default (or unassigned) color, used
Default – Use the Select icon
for every linked entity that is not currently using the above highlight color.
© Copyright IBM Corporation 2011.
to set the highlight (or assigned) color.
to set the background color.
16
To Add a Theme
The use of the Highlight color can vary depending on the context in which the
Graphics section appears.
Step 5

Standalone – For a standalone Graphics section, where you are viewing a
graphic that was published directly to a particular record, all of the linked
entities show the Highlight color.

Association - When viewing a graphic by association, only the current record
shows the Highlight color. For example, viewing a Space graphic shows you the
Space highlighted within the context of the parent Floor graphic.

Linked Query Section - When the Graphics section is linked to a Query section,
only those linked entities that are also a part of the linked query results show
the Highlight color.
Provide the following information in the Legend Preferences section:

Display – To display the legend, check the Display box.

Position – Select the position of the legend.

Text Height – Enter the text height. Values are depicted as inches, or their
equivalent value based on the units of measure in the drawing. For example, a
text height of “12” (inches) on a drawing that uses millimeter units will appear
as 304.8 millimeters. By displaying at the same relative size, this equivalence
allows you to create a single theme (or label style) that can be used universally
for either imperial or metric drawings.

Tip – Enter a Text Height that represents an appropriate value for the size
of your specific drawing.
For example, if you have a 36-inch doorway in a floor-plan drawing and
enter a value of 36 inches, then the Text Height will match the dimension
of the doorway. While this value may be oversized in drawings of smaller
floors, this value may be undersized in larger floors.
Step 6
Click Create to create your theme. New actions appear.
Step 7
If preferred, click Set As Default to set this theme as the default theme.
Step 8
When the theme is set the way you want, click Save & Close. The Theme form closes,
and the theme appears in the main Theme page.
Setting a Theme as Default
To Set a Theme as Default
Step 1
Click the theme you want to set as the default. The Theme form opens.
Step 2
Click Set As Default.
© Copyright IBM Corporation 2011.
17
To Set a Theme as Default
Step 3
Click Save & Close. The Theme form closes.

Note – The system applies the global default theme to all Graphics sections
without a set theme. However, Administrators can set a form-specific
default theme that overrides the global default theme.
Modifying a Theme
To Modify a Theme
Step 1
Click the theme you want to modify. The Theme form opens.
Step 2
Make your changes.
Step 3
Click Save & Close. The Theme form closes.
Deleting a Theme
To Delete a Theme
Step 1
Select the check box for each theme you want to delete.
Step 2
Click Delete.

Attention – You will not be given the option of a delete-confirmation
message.
Applying a Theme via a Graphics Section

Note – To view more Graphics section menu and toolbar options, see the Using the
Graphics Section chapter.
To Apply a Theme via a Graphics Section
Step 1
Navigate (or use My Bookmarks to jump) to the record whose Graphics section you want
to view.
Step 2
Click Menu to open the ribbon menu.
Step 3
For the Theme field, select the preferred theme. The system applies the selected
theme to the re-rendered drawing.

Note – Your default theme is denoted by an asterisk (*).
© Copyright IBM Corporation 2011.
18
Managing Layers
The Layer Configuration page allows you to define filters that can turn off, turn on, or exclude certain
layers from being loaded into any graphics and seen by other users. Meanwhile, the Layer Manager in
the Graphics section allows you to toggle specific layers off and on. With DXF (Drawing Exchange
Format), all layer data is available, including those turned off at the time of publish. However, the
layer filters that you define will override the state of the layers as originally published in the DXF.
Use the following procedures to display and manage layers within the Graphics section.

Filtering & Excluding Layers

Toggling Layers via a Graphics Section
Filtering & Excluding Layers
To Filter and Exclude Layers
Step 1
From the Menu Bar, click Tools. The Tools page appears. In the Utilities portal
section, select the Expand icon
for Graphics to show the options available. Click
Layer Configuration.

Step 2
Note – If your IBM TRIRIGA application has been configured differently,
contact your Administrator for the exact location.
Review the Layer Configuration page.

Tip – Once you have reached the Layer Configuration page, you can
bookmark the page for quick access. For more information about
bookmarks, see the IBM TRIRIGA 10 Getting Started User Guide.
Step 3
In the Layer Configuration page, click Add.
Step 4
Review the Graphic Layer Config form that appears. Provide the following information
in the General section:
Step 5

ID – If preferred, enter an ID for this layer configuration. Otherwise, the system
will automatically assign an ID.

Description – Enter a description for this layer configuration.
Provide the following information in the Criteria section:

By Layer Name or By Entity Count – Select how to apply this layer
configuration: “By Layer Name” or “By Entity Count”.
© Copyright IBM Corporation 2011.
19
To Filter and Exclude Layers
Step 6
If you selected “By Layer Name”, provide the remaining information:

Set Layer State To – Select the preferred state: “Excluded”, “On” or “Off”.

Where Layer Name – Select the preferred operator: “Equals”, “Contains”,
“Starts With” or “Ends With”.

Value – Enter the text value to be processed by the operator above.

Step 7
Tip – You can also use the “By Layer Name” option to exclude or turn off
reference files by using “Contains” and “|” (pipe character). The pipe
character indicates a layer from an external reference file, which is
typically unnecessary for reporting against your linked data.
If you selected “By Entity Count”, provide the remaining information:

Set Layer State To – Select the preferred state: “Excluded”, “On” or “Off”.

Where Entity Count Is – Select the preferred operator: “Greater Than” or “Less
Than”.

Value – Enter the numeric value to be processed by the operator above, for
example, 2000.
Step 8
Click Create Draft to create your layer configuration. New actions appear.
Step 9
When the layer configuration is set the way you want, click Save & Close. The
Graphic Layer Config form closes, and the layer configuration appears in the main
Layer Configuration page.
Toggling Layers via a Graphics Section

Note – To view more Graphics section menu and toolbar options, see the Using the
Graphics Section chapter.
To Toggle Layers via a Graphics Section
Step 1
From the ribbon menu, click
Step 2
Review the Layer Manager dialog box.

Layer Manager to open the Layer Manager dialog box.
Tip – If preferred, you can drag or resize the dialog box.
© Copyright IBM Corporation 2011.
20
To Toggle Layers via a Graphics Section
Step 3
Select or clear the boxes to toggle the layers on or off.

Note – The system loads all graphic layers in the On or Off state. However,
Administrators can exclude certain layers from being loaded into any
graphics and seen by other users. For details, see the previous discussion
on Filtering & Excluding Layers.
© Copyright IBM Corporation 2011.
21
3. Graphic Reports
The IBM TRIRIGA Graphic report gives you the ability to query CAD-based web graphics. The Graphic
report is focused on users who need to query and access information with the advantages of working in
a graphical environment. This significantly extends your CAD investment by making intelligent web
graphics available to all users of the system.
This chapter provides a sampling of the functionality delivered with the IBM TRIRIGA Graphic report
and includes the following discussions.

Accessing Graphic Reports

Managing Graphic Reports
Accessing Graphic Reports
Use the following procedure to access Graphic reports.
To Access Graphic Reports
Step 4
From the Menu Bar, click My Reports. The My Reports page appears.

Note – If your IBM TRIRIGA application has been configured differently,
contact your Administrator for the exact location.
Step 5
Otherwise, from the Menu Bar, click Tools > Builder Tools > Report Manager. The
same My Reports (or Report Manager) page appears.
Step 6
From the My Reports (or Report Manager) page, review your personal Graphic reports.
To access Graphic reports that you can apply from Graphics sections, click the System
Reports tab.

Note – Only Graphic reports defined in System Reports can be applied to
Graphics sections. My Reports are not intended for use in Graphics
sections.
Managing Graphic Reports


Note – Only Graphic reports defined in System Reports can be applied to Graphics
sections. My Reports are not intended for use in Graphics sections.
Note – For a more complete discussion on My Reports, and other reports beyond Graphic
reports, see the IBM TRIRIGA Application Platform 3 Reporting User Guide.
Use the following procedures to create a Graphic report, run a Graphic report as a standard report, and
apply a Graphic report via a Graphics section.

Creating a Graphic Report
© Copyright IBM Corporation 2011.
22

Running an Existing Graphic Report as a Standard Report

Applying a Graphic Report via a Graphics Section
Creating a Graphic Report
To Create a Graphic Report
Step 1
In the My Reports (or Report Manager) page, click the System Reports tab. Click New.
Step 2
Review the Report form that appears. Provide the following information in the
General section:

Name – Enter a name for this Graphic report.

ID – Enter an ID for this Graphic report.

Header (Title) – Enter a header for this Graphic report. This header also
provides the Graphic report legend title.

Tag – Enter a tag for this Graphic report.

Description – Enter a complete description of the Graphic report.

Type - Select the Graphic report type.

Data Scope – Select how to limit the records that are accessible to the standard
report.

Step 3
Step 4
Note – For a more complete discussion on naming conventions and
recommendations, see the IBM TRIRIGA Application Platform 3 Reporting
User Guide.
In the Business Objects sub tab, click Add Business Object to add your business
objects.

Attention – The primary business object must be the attached graphic
entity against which this Graphic report will be executed. If the business
object is not defined properly, no results will be found when the Graphic
report is run against the graphic (even though running the Graphic report
as a standard report may still return results).

Note – For a more complete discussion on the Business Objects sub tab, see
the IBM TRIRIGA Application Platform 3 Reporting User Guide.
Click Save to create your Graphic report. New actions appear.
© Copyright IBM Corporation 2011.
23
To Create a Graphic Report
Step 5
Step 6
Click the Options sub tab. In the Options sub tab, select the preferred options for your
Graphic report legend.

Color By – Select how the Graphic report legend should group the results that it
colors: Unique Record or Unique Value.

Unique Record (default) – The legend groups its colored rows by each unique
record found in the report result. The values of the grouped fields are
inconsequential.

Unique Value – The legend groups its colored rows by each unique value of a
field. This option provides the ability to group by a field value directly on the
primary business object, as well as unique values on associated data. For
example, two organizations named Development under two different parent
objects would be grouped and colored as a single row in the legend.
Staying in the Options sub tab, select the preferred options for your Graphic report
when it is run as a standard report.

Fixed Column Count – Enter the number of columns on the left to be fixed in
the standard report.

Result Size – Select the default size for the results displayed in the standard
report.

to choose a template from the
Excel Template – Use the Select icon
Document Manager and display the standard report in a Microsoft Excel
spreadsheet format.

Prompt Before Query – Check this box to allow users to enter runtime filters
and specify initial criteria before the standard report is executed.

Editable – Select whether users can edit the displayed values directly in the
standard report.

Step 7
Step 8
Note – For a more complete discussion on the Options sub tab, see the IBM
TRIRIGA Application Platform Reporting 3 User Guide.
Click the Columns tab. In the Columns tab, select the columns to display in your
Graphic report legend and Graphic report when it is run as a standard report.

Note – While the Columns tab on Graphic reports is similar to the Columns
tab on the other report types, each column added for display also contains
options for configuration and display within the Graphic report legend.

Note – For a more complete discussion on the Columns tab, see the IBM
TRIRIGA Application Platform 3 Reporting User Guide.
Review the Display Columns section. In the Report Label column, enter the labels for
the column headers when the Graphic report is run as a standard report. These labels
also provide the column header titles in the Graphic report legend.
© Copyright IBM Corporation 2011.
24
To Create a Graphic Report
Step 9
In the Legend column, select the preferred options for your Graphic report legend.
The available Legend properties are:

Empty (default) – If this selection is left empty, this field does not appear in
the legend, but still displays if the Graphic report is run as a standard report.

Color By – This property can only be selected for one display field. This field
acts as a “group by” in the legend, and is used as the display value for each
color group in the legend.

Color Field – If the Color By property is chosen, this property allows you to
specifically select the color field for your Color By grouping. The Color Field
must be from the same Business Object as the Color By. If no Color Field is
specified, the system generates a random color for each unique Color By
group. This property can only be selected when coloring by Unique Record (via
the Options sub tab).

Count – This property can only be selected when the Color By field is also
selected. This property indicates that the number of results for this field value
for each Color By group should be counted with the total count displayed (but
with the field value itself not displayed). If Show Total is on (via Preferences),
a Total row appears at the bottom of the legend displaying the total count for
all rows.

Display – This property indicates that the field value should be displayed as is
in the legend. A display field only can be pulled from the Color By business
object.

Sum – This property can only be selected for number fields when a Color By
field is also selected. This property sums the field values for each Color By
group. If Show Total is on (via Preferences), a Total row appears at the bottom
of the legend displaying the total sum for all rows.
Step 10 Click the remaining tabs (for example, Order & Group, Filters, etc.) to make further
selections.
Note – While the remaining tabs on Graphic reports are identical to those
on the other report types, here are some considerations:



Group By - Grouping does not apply to the Graphic report legend,
but still influences the Graphic report when run as a standard
report.

Order By - Ordering determines the order of the items displayed in
the Graphic report legend.
Note – For a more complete discussion on the remaining tabs, see the IBM
TRIRIGA Application Platform 3 Reporting User Guide.
Step 11 Click Save to save your Graphic report. If necessary, click Run Report to run your
Graphic report as a standard report.
© Copyright IBM Corporation 2011.
25
To Create a Graphic Report
Step 12 If you clicked Run Report, review your standard report. Click Cancel to close the
report.
Step 13 Continue to make any changes. As needed, click Save and click Run Report.
Step 14 When the Graphic report is set the way you want, click Save & Close. The Report
form closes, and the Graphic report appears in the System Reports tab.
Running an Existing Graphic Report as a Standard Report
To Run an Existing Graphic Report as a Standard Report
Step 1
Click the Run Report icon
for the Graphic report you want to run as a standard
report. The standard report opens.
Step 2
Review your standard report. Click Cancel to close the report.
Applying a Graphic Report via a Graphics Section


Note – Only Graphic reports defined in System Reports can be applied to Graphics
sections. My Reports are not intended for use in Graphics sections.
Note – To view more Graphics section menu and toolbar options, see the Using the
Graphics Section chapter.
To Apply a Graphic Report via a Graphics Section
Step 1
Open the record whose Graphics section you want to view.
Step 2
Click Menu to open the ribbon menu.
Step 3
For the Report field, select the preferred Graphic report. The system applies the
selected Graphic report to the re-rendered drawing.
Step 4
Review the drawing.

Note – In cases where a single entity yields multiple results, the resulting
colors are represented as a gradient fill. For example, if two organizations
are allocated to the same space, the fill color is a linear gradient of the
two organization’s colors.
© Copyright IBM Corporation 2011.
26
4. Other Graphics Considerations
This chapter provides others areas in the IBM TRIRIGA system that deals with web graphics and includes
the following discussions:

Graphics Section Logging

Graphics Section Branding

Linked Query Section

Special View

Menu Bar Location via Platform Upgrade

Drawing Entity Support
Graphics Section Logging
Use the following procedure to set the client-side logging level, and access the logging information, for
Graphics sections.
To Set & Access the Graphics Section Logging
Step 1
To set the Graphics section logging level, open the TRIRIGAWEB.properties file to
enter the preferred value for the GRAPHICS_SECTION_LOGGING_LEVEL property.
Valid values are:

INFO – Set this value to log all messages from all events. The lower left corner
of the Graphics section shows the Message status.

WARN – Set this value to log only warning and error messages. The lower left
corner of the Graphics section shows the Message status.

ERROR – Set this value to log only error messages. The lower left corner of the
Graphics section shows the Errors status.

Note – For more details about the TRIRIGAWEB.properties file, see
the IBM TRIRIGA Application Platform 3 Installation and Implementation
Guide.
Step 2
To access the Graphics section logging, open the record whose Graphics section you
want to view.
Step 3
Review the Messages (or Errors) log status in the lower left corner of the Graphics
section.
Step 4
If any Messages (or Errors) are logged, click in the lower left corner area to open the
Console dialog box. From here, you can Copy to Clipboard and/or Clear Messages.
Graphics Section Branding
© Copyright IBM Corporation 2011.
27

Note – For details on styling a Graphics section via the Style Manager, see the IBM TRIRIGA
Application Platform 3 User Experience User Guide.
Linked Query Section
In some cases, you may want to link a Graphics section to a Query section or vice versa. This option
creates a bidirectional link between the selection of items in the Graphics section and the
corresponding items in the Query section. For example, a Move Planner who selects a Space in the
Graphics section would also trigger the selection of the corresponding Space in the Query section.

Note – For details on linking a Query section to a Graphics section via the Form Builder,
see the Graphics Sections sub-chapter in the chapter Building User Interfaces of
Application Building for the IBM TRIRIGA Application Platform 3.

Note – When the Graphics section is linked to a Query section and more than one graphic
is found for the results, the toolbar also displays a context drop-down menu to the right of
the Menu button. When the web graphic appears, click the context drop-down menu to
select the desired parent record. For details, see the Context Drop-Down Menu.

Note – When the Graphics section is linked to a Query section, only those linked entities
that are also a part of the linked query results show the Highlight color. For details, see
the Tips when Adding a Theme or Modifying Display & Legend Preferences.
Special View
To access the Special View via the Locations hierarchy, you must first add a Special View item to a
Master/Detail Hierarchy target type in the Navigation Builder. For details, see the IBM TRIRIGA
Application Platform 3 User Experience User Guide.

Note – If a graphics section is not linked to a query section, all features available to this
graphics section can be found in Special View.
Menu Bar Location via Platform Upgrade

Note – If your IBM TRIRIGA environment was upgraded to IBM TRIRIGA Application Platform
3.x but not IBM TRIRIGA 10.x, then your TRIRIGA 8i or 9 application places your Graphics
Management tools in the far-right side of the first-level menu bar (visible to
Administrators).
Drawing Entity Support
Drawing objects that have a graphical representation are called entities. The name of these entities
corresponds to AutoCAD naming conventions, but a DXF file exported from MicroStation uses these
identifiers as well to comply with the DXF specification.
© Copyright IBM Corporation 2011.
28

Arc (AcDbArc)

Block/X-Reference Insert - includes SeqEnd handling (AcDbBlockReference)

Circle (AcDbCircle)

Ellipse (AcDbEllipse)

Line (AcDbLine)

MText - Multi-line text (AcDbMText)

Point (AcDbPoint)

Polyline/LWPolyline (AcDbPolyline, AcDb2dPolyline, AcDb3dPolyline)

Spline (AcDbSpline)

Text (AcDbText)

Vertex - part of a Polyline (AcDbVertex, AcDb2dVertex, or AcDb3dVertex)

Attribute blocks ('AttDef', 'Attribute')

3DFace
© Copyright IBM Corporation 2011.
29
INDEX
Branding ................................................ 27
Drop-Down Menu
Context ............................................... 3
Export ................................................... 4
Filters ................................................... 13
Graphic Reports ................................ 1, 5, 22
Accessing ............................................ 22
Applying via Graphics Section ................... 26
Creating ............................................. 23
Running .............................................. 26
Graphics Management Tools ......................... 8
Accessing ............................................. 8
Graphics Section ............... 2, 12, 15, 18, 20, 26
Context Drop-Down Menu ......................... 3
Ribbon Menu ......................................... 4
Right Click Menu .................................... 6
Setup .................................................. 2
Toolbar ............................................... 3
Label Filters ....................................... 4, 13
Adding ............................................... 13
Applying via Graphics Section ................... 15
Deleting ............................................. 14
Modifying ............................................ 14
Label Styles .......................................... 4, 9
Adding ................................................ 9
Applying via Graphics Section ................... 12
Deleting ............................................. 12
Modifying ............................................ 12
Layer Configuration .................................. 19
© Copyright IBM Corporation 2011.
Layer Manager ......................................... 4
Layers .................................................. 19
Layer Configuration ............................... 19
Layer Manager ...................................... 4
Toggling via Graphics Section ................... 20
Legend .................................................. 5
Logging ................................................. 27
Menu
Context Drop-Down ................................ 3
Ribbon Menu ......................................... 4
Menu Bar Location via Platform Upgrade ........ 28
Preferences............................................. 5
Query Section
Linked ............................................... 28
Reset Defaults ......................................... 6
Ribbon Menu ........................................... 4
Right Click Menu ....................................... 6
Setup .................................................... 2
Standard Report ...................................... 26
Styles .................................................... 9
Themes .................................................. 4
Adding ............................................... 16
Applying via Graphics Section ................... 18
Deleting ............................................. 18
Modifying ............................................ 18
Resetting Default ................................... 6
Setting as Default ................................. 17
Toolbar .................................................. 3
View Report ............................................ 7
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