User Guide Knowledge Fuels SafetySM Revision 8.1.0 User Guide © Copyright 2011 Aircraft Technical Publishers. All rights reserved. All original ® authorship of ATP is protected under U.S. and foreign copyrights and is subject to ® written license agreements between ATP and its subscribers. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form by any means, electronic, mechanical, photocopying, recording or otherwise, without prior written permission of Aircraft Technical Publishers. ATP, NavigatorV, ATP Navigator, ATP Maintenance Director, ATP University, Quick Find, AskBob, LogIT and their respective logos, are among the registered trademarks or trademarks of Aircraft Technical Publishers. All other trademarks are the property of the respective owners. Protected by the following U.S. Patents: 5,778,381; 5,987,474; 6,292,806. ii NavigatorV 8.1 User Guide Welcome to the NavigatorV 8.1! Thank you for choosing NavigatorV soft platform to serve your document viewing and maintenance content management needs. This User guide has been prepared to get new users easily familiarize themselves with NavigatorV. To install for the first time, note whether your facility will be planning to view content only on one computer or share viewing content among other computers. These options describe the types of possible configurations to help plan your computer installation: o Stand-Alone – All content is viewed and managed on one computer. o NavigatorV Network – Content is viewed on several computers but is managed and viewed by only one computer. This involves multi-user licenses. Choose the type of installation that is best for you and find the matching instructions under the same label in this User Guide. It is highly recommended that all users considering a Network setup read the NavigatorV Network Instructions – PreInstallation Guidelines section in its entirety. Before installation, please read the information provided on the next three pages after the Table of Contents. It will give guidance specifically on machine installations with Recommended System Requirements, Installation Checklist, and Estimated Installation Times. In addition, we have provided some information on What’s New in NavigatorV. If you have any questions, please refer to the ATP Customer Care information on page viii. We hope that you find this guide helpful toward a pleasant transition experience to the new NavigatorV. Sincerely, Aircraft Technical Publishers NavigatorV 8.1 User Guide iii Table of Contents Recommended System Requirements .................................viii What’s New in NavigatorV 8.1............................................ix NavigatorV Installation Checklist ........................................x Estimated Installation Times..............................................x Section 1 – Stand-Alone Instructions ...............................1 Installing for the First Time ...............................................1 Upgrading NavigatorV.......................................................8 Section 2 – NavigatorV Network Instructions ...................11 Pre-Installation Guidelines.................................................11 Roles in the NavigatorV Network .....................................11 NavigatorV Network Setup Options ..................................11 Server Installation.........................................................12 Proxy Server (Optional) .................................................13 Network Client to Content Host Connectivity .....................13 Windows User Permission ...............................................13 Installing for the First Time ...............................................14 Network Manager Installation .........................................14 Creating the Content Host ..............................................24 Creating/Editing Library User Accounts for Network Clients .25 Network Client Installation .............................................27 Upgrading NavigatorV.......................................................32 Section 3 – Starting NavigatorV........................................35 Desktop Shortcut .............................................................35 Library User Login for Network Users ..................................35 The Welcome Tab ............................................................36 NavigatorV Main Features..................................................38 NavigatorV Tabs ...........................................................38 The Menu Bar ...............................................................39 Section 4 – Finding Documents.........................................41 The My Library Tab ..........................................................41 The Search Tab ...............................................................43 Selecting Publications to Include in the Search ..................43 Narrowing the Search ....................................................44 Saving Your Search Criteria ............................................45 Running a Saved Search ................................................46 Search Results..............................................................46 Quick Find.......................................................................47 The What’s New Tab.........................................................48 Section 5 – Viewing Documents ........................................49 The Document Viewer.......................................................49 Finding a Keyword or Phrase within a Document ................50 Viewing the Previous or Next Document in Search Results...50 Increasing or Decreasing the Text Font Size......................50 Jumping Back from a Hyperlink .......................................51 iv NavigatorV 8.1 User Guide Adding a Document to LogIT...........................................51 Printing the Document ...................................................51 Viewing and Printing Figures (Images) .............................52 Navigating within a PDF Document ..................................53 Using the Adobe Reader Search Tool ................................55 LogIT .............................................................................56 Creating LogIT Folders ...................................................56 Other LogIT functions ....................................................58 Section 6 – Additional Content Features ...........................59 The AskBob Tab ..............................................................59 Registration..................................................................59 AskBob Pages ...............................................................59 The Forms Tab.................................................................60 The User Documents Folder ............................................62 Section 7 - Profile & Compliance .......................................63 Profile & Compliance Features ............................................63 View Tabs.....................................................................63 The Menu Bar ...............................................................63 Working in the Profile View ................................................68 Creating a Profile ...........................................................68 Editing the Profile ..........................................................70 Adding a New Component Row......................................70 Editing a Component Row ............................................70 Deleting Component Row(s) .........................................70 Copying Component Row(s)..........................................71 Moving Component Row(s) ...........................................71 Sorting Component Rows .............................................71 Editing the Profile Information ......................................72 Saving the Profile ..........................................................72 Exporting Profile Rows with Compliance Records into Another File ...............................................................72 Creating an Exact Copy of a Profile...................................73 Printing the Profile .........................................................74 Exporting (Converting) the Profile to Another File Type .......74 Working in the Compliance View.........................................75 Entering Compliance Information.....................................75 Switching Between Compliance Types...............................75 Displaying the Compliance Record of a Component .............75 Auto-filling Compliance Sign-off Information ......................76 Viewing a Document ......................................................76 Adding More Information (DGAC Support) .........................76 Sorting the Compliance Record ........................................76 Filtering the Compliance Record.......................................76 Inserting a User-Defined Row (User Row) .........................78 Hiding/Un-hiding a Row ..................................................78 Cloning a Row ...............................................................78 Deleting a Row..............................................................78 NavigatorV 8.1 User Guide v Saving the File ..............................................................79 Printing Compliance Records ...........................................79 Exporting Compliance Records.........................................80 Adding a Company Logo in the Printouts ...........................80 Activating the Auto Backup................................................80 Profile Recovery...............................................................80 Importing Profile & Compliance Files ...................................81 Importing Navigator 3.6 Files ..........................................81 Importing Files Created from Other Applications ................82 Section 8 – Creating and Managing Parts Requests ..........83 Basic Parts request Work Flow ...........................................83 Overview to Parts and the Parts Dashboard .........................84 Using the Job & Parts Requests View................................85 Changing Parts Views ....................................................85 Setting up a Category, Job, and Parts Request .....................85 Adding Parts to a Parts Request from a Document ................88 Adding Parts to a Parts Request using the Parts Tab..............89 Changing the Status of a Parts Request...............................90 Receiving and Part Fulfillment ............................................90 Exporting Part Information to Other File Formats ..................91 Exporting to CSV...........................................................91 Exporting to XML...........................................................92 Copying and Merging Part Information ................................92 Printing a Parts Request ....................................................93 Using the Parts Dashboard ................................................94 Using the Quick Summary Reports...................................94 Searching for Vendors Using the AskBob Supplier Directory.94 Using Company Contacts...................................................95 Setting the Tree Automatic Refresh ....................................96 Backing Up or Restoring the Parts Database.........................96 Understanding the Fields in Parts .......................................97 Section 9 – Managing Libraries .........................................99 Product Registration .........................................................99 Adding a Library ...........................................................100 Renewing a Library........................................................101 Replacing a Library........................................................102 Changing Your Subscriber Number...................................103 Library Content Installation ...............................................104 Installing Library Content on the Hard Drive......................104 Removing Library Content from the Hard Drive..................106 Reinstalling Content ......................................................106 Managing Library User Accounts.........................................107 Adding a New User ........................................................109 Checking Active Users....................................................109 Inactivating an Active User .............................................110 Editing User Accounts After Adding a New Library ..............110 “Default” User for User Administrator ...............................110 vi NavigatorV 8.1 User Guide Section 10 –Managing Content Revisions..........................111 EZ Update Revisions .........................................................111 Downloading Updates via EZ Update ................................112 Running EZ Update On Demand ......................................114 Setting Up the EZ Update Scheduler ................................116 Disc Revisions..................................................................118 Updating from Disc ........................................................118 Tracking Revisions in NavigatorV ........................................120 Checking Status in the EZ Update Tab ..............................120 Checking Status in the Welcome Tab................................120 Section 11 – Enhancing Performance................................121 Document Search and Retrieval..........................................121 Associated Service Information .......................................121 Document Viewer Settings..............................................122 Cache Settings..............................................................122 History Settings ............................................................123 Profile & Compliance.........................................................123 Facility Information .......................................................123 Compliance Sign-off.......................................................124 Profile Central Source – Application Directory ....................124 Backup ........................................................................124 EZ Update.......................................................................125 Download Method..........................................................125 EZ Update Download Location .........................................126 Proxy Server Settings ....................................................126 Problem Reporting............................................................127 Section 12 – Troubleshooting ...........................................129 Troubleshooting ...............................................................129 Repair Tool......................................................................130 Uninstalling NavigatorV .....................................................132 NavigatorV 8.1 User Guide vii Recommended System Requirements PLEASE READ CAREFULLY: NavigatorV will run on computers that meet the recommended Microsoft Windows system requirements provided they have a DVD drive. Systems may actually run with lower grades of equipment (unless stated below as required) but are at the risk of the user’s discretion and may compromise optimum performance. *REQUIRED* Operating System on 32-bit: Windows XP (SP2), Windows Vista, Windows 7, Server 2003 (SP1), or Server 2008 *REQUIRED* Operating System on 64-bit: Windows Vista, Windows 7, or Server 2008 *REQUIRED* Disc Drive: DVD-ROM Processor: Pentium 4 or later System Memory: 1 GB Free Storage: 10 GB (estimated for a medium sized library running EZ Update) Internet Connection: DSL, cable, T1 or better (Optional) Wireless: Suggested at 802.11g or above Additional Software: Internet Explorer 7 or higher, Microsoft® .NET 3.5 (provided), Adobe® Reader® (*REQUIRED* for viewing PDF documents), Microsoft® Word* and Microsoft Excel® (*REQUIRED* for NavigatorV Forms) For technical assistance, please contact ATP Customer Care at the following numbers: 800.227.4610 (U.S. & Canada) +01.415.330.9500 (Worldwide) 5:30 am to 5:00 pm (US Pacific Time) or email at [email protected] ______________ * The FAA forms provided with NavigatorV were created using Microsoft Word. ATP® supports Microsoft Word only. If you do not have Microsoft Word, you can use Microsoft Word Viewer to print the FAA forms and manually enter information (this application is free and can be downloaded from Microsoft at www.microsoft.com/downloads). ATP recommends these two options. Any other word processor is not supported by ATP. Microsoft, .NET, Internet Explorer, Windows, Windows Server, Windows Vista, and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe and Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. viii NavigatorV 8.1 User Guide What’s New in NavigatorV 8.1 o Profile & Compliance record “Recur” field is now editable. You can now mark any record as a recurring event or a one-time event by checking or unchecking the Recur? field checkbox. o View Online function is now enabled for large documents. o Documents with no effective dates now listed with no Effective Dates. o Quick Find function improved for faster results. (Ref# NAV-2850, 3084) o Regulatory documents listed in the What’s New tab are now grouped by publication type. (Ref# NAV-3083) o Profile & Compliance Compact Report not showing certificate information has been corrected. (Ref# NAV-3088) o Intermediate EZ Update downloads now include available new and revised Forms. (Ref# NAV-3139) o Disc dates shown in the EZ Update tab now match revision dates printed on the DVDs. (Ref# NAV-3148) NavigatorV 8.1 User Guide ix NavigatorV Installation Checklist You will need the following in order to install NavigatorV: Windows Administrator Privileges Only users with Windows administrator privileges are allowed to install NavigatorV NavigatorV Product & Access Codes This information can be found on the sticker inside the NavigatorV disc box NavigatorV Application Disc Use the white Application Installation Disc to install NavigatorV NavigatorV Library Content Discs NavigatorV comes with a complete set of Maintenance and Regulatory discs for your subscription Estimated Installation Times The estimated installation times are given below. Please be prepared to spend the following amount of time: Additional software installation: o Microsoft .NET = at least 3 minutes depending on the speed of the computer NavigatorV installation: o NavigatorV = 3 to 5 minutes o Regulatory content = may take up to 30 minutes o Maintenance content = varies by library While you have the option to access publications from disc, it is highly recommended that you install the complete library. This will make document retrieval much faster and more convenient for you. Installation takes quite a bit of time but is only a one-time effort. Once installation is complete, you are assured of quick access to the most comprehensive and highest quality collection of Regulatory and Maintenance documents available. x NavigatorV 8.1 User Guide SECTION 1 Stand-Alone Instructions Installing for the First Time Please make sure that you have everything on the NavigatorV 8.1 Installation Checklist (page x) before you begin. Steps 1 Tips Insert the white NavigatorV Application Installation disc into the disc drive. IF YOU DO NOT HAVE MICROSOFT .NET 3.5 ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: If autorun is turned off, choose Run from the Start menu, enter D:\setup.exe, and click OK (where D is the disc drive letter). (If this message appears, refer to step 2. Otherwise, skip to Step 3.) 2 Click Install to start the Microsoft .NET 3.5 installation. Microsoft .NET 3.5 installation takes at least 3 minutes depending on the speed of your computer. NavigatorV 8.1 User Guide 1 Section 1 – Stand-Alone Instructions Steps 3 The NavigatorV installer checks for Adobe Reader. IF YOU DO NOT HAVE ADOBE READER ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: Click OK. Note: Install the Adobe Reader after the NavigatorV installation. Refer to the tips on the right side. 4 The License Agreement dialog box appears. Please read the License Agreement carefully before using NavigatorV. If you agree with the terms of this agreement, click Yes and the NavigatorV installation will continue. Click Print to print a copy of the agreement for your records. 2 NavigatorV 8.1 User Guide Tips If you have Internet connection, you can download and install the latest version of Adobe Reader from the Adobe website. The NavigatorV Repair Utility has a link that will take you straight to the website. Refer to the Repair Utility topic in Section 12. If you have no Internet connection, you can run the Adobe Reader installation from the white NavigatorV disc. Using Windows Explorer, open the Adobe folder on the NavigatorV disc and double-click the .exe file. The installer will guide your through the installation. Section 1 - Stand-Alone Instructions Steps 5 Tips Click Back if you need to make changes or view any of the previous settings in the installation. The Installation Type dialog box appears. Make sure that the Stand-Alone or Network Manager Installation option is selected. The Destination Folder at the bottom of the dialog box shows the location where the NavigatorV program is to be installed. Click Browse to select another location. Click Next to proceed with the installation. 6 The Subscriber Number dialog box appears. The subscriber number can be found on the sticker inside the NavigatorV disc box. Enter your Subscriber Number, then click Next. NavigatorV 8.1 User Guide 3 Section 1 – Stand-Alone Instructions Steps 7 Tips The Content Destination dialog box appears. The Destination Folder at the bottom of the dialog box shows the location where the library content files will be installed. Click Browse to select another location. Click Next to proceed with the installation. 8 The Start Copying Files dialog box appears. Click Next to start copying the program files. 4 NavigatorV 8.1 User Guide This step installs the NavigatorV program files. Content will be copied at a later step. Section 1 - Stand-Alone Instructions Steps 9 Tips The first segment of the installation is completed. Click Next to start the content installation segment. 10 Your subscription may include one or more libraries. Each library has a unique Product Code and Access Code. You will find this information on the sticker inside the NavigatorV disc box. The Product Registration dialog box appears. For each library, enter the Product Code and Access Code in the appropriate fields and then click Add. After registering all your libraries, click Next. If you purchased multiple libraries, each one will have its own Product Code and Access Code. You can enter all at this time. NavigatorV 8.1 User Guide 5 Section 1 – Stand-Alone Instructions Steps 11 The installer will connect to the Internet to verify your Group ID number. If the installer is not able to connect to the Internet, you will be prompted to enter your Group ID number. Tips This information is on the sticker inside the NavigatorV disc box. Enter your Group ID, then click OK. 12 The User Registration dialog box appears. Select the Facility Information checkbox if you want your contact information to appear in your Profile & Compliance reports. Select the Compliance Sign-off information checkbox if you want the Compliance Sign-off column of your Compliance report auto-filled with the information you entered. The Email address will be used for EZ Update notifications. (Optional) Enter your Facility Information (left pane) and Compliance Sign-off Information (right pane). Facility information will be used in your Profile & Compliance reports; Compliance information will be used to auto-fill the sign-off column of the Compliance reports. Click the checkbox at the top so the information entered appears in the reports. To add your company logo to the reports, click the Change Image button and navigate to the logo image file. The file can be a BMP, JPG, PNG, or a TIF. Recommended dimensions of the image: 50 pixels x 100 pixels. Click the checkbox at the top so the information entered is auto-filled into the sign-off column of your compliance records. Click Next. 6 NavigatorV 8.1 User Guide Section 1 - Stand-Alone Instructions Steps 13 Tips Installing content may take up to 1 hour depending on the speed of your computer and the size of the libraries. The Content Installation dialog box appears. Click Next to start the installation. Content installation is a 2-step process: o Step 1 installs the NavigatorV database. While the database is installing, do not remove the installation disc from the drive. A check mark will appear when the step is completed. o Step 2 installs your library content. You will be prompted for any content disc(s) required to complete the installation. When this step is completed, close the Content Installation box. NavigatorV is ready for use. Refer to Starting NavigatorV in Section 3. Note: It is strongly recommended that you install the complete library. However, if you click: , content from the requested disc will not be installed and you will be prompted for the next disc. , content installation will terminate. Content from any remaining discs will not be installed. If you skip or cancel library content installation, you can still install library content later using EZ Update. Refer “Library Content Installation” in Section 9. After inserting a content disc, allow a few seconds for the program to detect it. You may have to click the Reload button if the program does not continue. Any content that was skipped or cancelled during the installation will have to be accessed by NavigatorV from the disc or view online. NavigatorV 8.1 User Guide 7 Section 1 – Stand-Alone Instructions Upgrading NavigatorV EZ Update users can download the NavigatorV 8.1 upgrade by automatically or manually running EZ Update. Refer to the instructions below if upgrading by disc. Note: Close NavigatorV and Product Registration before performing the upgrade. Steps 1 Insert the white NavigatorV Application Installation disc into the disc drive. The NavigatorV upgrade program automatically starts and prompts you to update NavigatorV. Click Yes to start the upgrade. 8 NavigatorV 8.1 User Guide Tips If autorun is turned off, choose Run from the Start menu, enter D:\setup.exe, and click OK (where D is the disc drive letter). Section 1 - Stand-Alone Instructions Steps 2 Tips The Content Installation dialog box appears. Click Next to start the installation. Revision content installation is a 2-step process: o Step 1 installs the updated NavigatorV database. While the database is installing, do not remove the installation disc from the drive. A check mark will appear when the step is completed. o Step 2 installs the new and revised library content. You will be prompted for any content disc(s) required to complete the installation. When this step is completed, close the Content Installation box. NavigatorV version 8.1 is ready for use. Note: After inserting a content disc, allow a few seconds for the program to detect it. You may have to click the Reload button if the program does not continue. When prompted for a content disc in step 2, if you click: , new and revised content from the requested disc will not be installed and you will be prompted for the next disc. , content installation will terminate. Content from any remaining discs will not be installed. Any content that was skipped or cancelled during the installation will have to be accessed by NavigatorV from the disc or view online. If you skip or cancel library content installation, you can still install library content later using EZ Update. Refer “Library Content Installation” in Section 9 NavigatorV 8.1 User Guide 9 Section 1 – Stand-Alone Instructions 10 NavigatorV 8.1 User Guide SECTION 2 Network Instructions Pre-Installation Guidelines It is highly recommended that all users considering a NavigatorV Network installation read this entire section and the “Managing Library User Accounts” in Section 9. Roles in the NavigatorV Network Let’s start with some basic terminology: ► Network Client – This version of NavigatorV connects to a network to search, view content, and work with profiles. A Network Manager must be installed prior to installing a client. ► Network Manager – In addition to Network Client functionality, this version of NavigatorV manages content updates and controls currency. It can use EZ Update to automate updates through the Internet. ► Content Host – This is a machine or device that stores your ATP content and makes it available on the network. It does not need a NavigatorV installation and can be a server, or a PC (personal computer). NavigatorV Network Setup Options NavigatorV Networks can be setup either with or without a hardware server. ► Without Server – All content is stored on a PC (Content Host), managed from a central PC (Network Manager), and then shared to other PCs (Network Clients). The Content Host can be installed with the Network Manager on the same PC (see example below.) (For Content Revisions) NavigatorV 8.1 User Guide 11 Section 2 – Network Instructions This configuration is recommended if a dedicated server is not available. However, the Content Host may need plenty of available storage (depending upon the size and number of your libraries). For this setup, follow the steps as they appear starting with Network Manager Installation on page 14 to 31. ► With Server – All content is stored on a server (Content Host), managed from a separate PC (Network Manager), and then shared to other PCs (Network Clients). There is no direct connection between Network Manager and Network Clients (see below). (For Content Revisions) This configuration can provide a layer of security because the server does not need direct access to the Internet. For this setup, see the Server Installation information following this section. Note: If you are using Terminal Server (or equivalent software, such as Citrix®,), the server configuration, network setup, impact to other applications, and ongoing maintenance are up to the user’s discretion. Overview of Server Installation Steps with a Content Host Use the following steps to install NavigatorV Network with a Content Host: 12 1. On the Server, create the Content Host by designating a folder location to house all content and then assign permissions. Make note of this location. (See “Creating the Content Host” on page 24.) 2. Install the Network Manager configuration of NavigatorV on a designated PC machine. You will need the Content Host folder location when indicating the Content Destination during the installation. (See Network Manager Installation, next page.) NavigatorV 8.1 User Guide Section 2 – Network Instructions 3. Create the Library User Accounts in NavigatorV on the Network Manager. (See “Creating/Editing Library User Accounts for Network Clients,” page 25.) 4. Install the Network Client configuration of NavigatorV on as many PC machines as you will need. You will also need the Content Host folder location when indicating the Content Destination during the installation. (See “Network Client Installation” on page 27.) Proxy Server (Optional) Networks connecting to the Internet through a proxy server will require a Settings change on the Network Manager after installation. In NavigatorV, go to Tools > Settings > EZ Update (tab) > Proxy Settings (button) > Use Proxy Server. Enter the proxy server address, port, and authentication; then click OK. Network Client to Content Host Connectivity Network Clients must establish connection to the Content Host using a UNC path to a shared content folder. Connections should be checked for required logins and permissions granting access across any applicable networks. As a test, users on the Network Clients should be able to see the Content Host in a Windows Explorer window. The content folder on the Content Host must be shared with “Full Control” permissions allowing read/write access to the content. Windows User Permission Windows user permissions are an important consideration for NavigatorV Networks. Using the lowest privilege level, users can run NavigatorV, install content revisions, add/remove libraries, and add/remove content. However, this level cannot perform NavigatorV installations or upgrades. The lowest privilege level is identified below for Windows versions: ► Windows XP, Windows Server 2003 – Restricted User ► Windows Vista, Windows Server 2008, Windows 7 – User NavigatorV 8.1 User Guide 13 Section 2 – Network Instructions Installing for the First Time Network Manager Installation Please make sure that you have everything on the NavigatorV 8.1 Installation Checklist (page x) before you begin. Steps 1 Insert the white NavigatorV Application Installation disc into the disc drive. IF YOU DO NOT HAVE MICROSOFT .NET 3.5 ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: Tips If autorun is turned off, choose Run from the Start menu, enter D:\setup.exe, and click OK (where D is the disc drive letter). (If this message appears, refer to step 2. Otherwise, skip to Step 3.) 2 14 Click Install to start the Microsoft .NET 3.5 installation. NavigatorV 8.1 User Guide Microsoft .NET 3.5 installation takes at least 3 minutes depending on the speed of your computer. Section 2 – Network Instructions Steps 3 Tips The NavigatorV installer checks for Adobe Reader. IF YOU DO NOT HAVE ADOBE READER ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: Click OK. Note: Install the Adobe Reader after the NavigatorV installation. Refer to the tips on the right side. 4 You can download and install the latest version of Adobe Reader from the Adobe website. The NavigatorV Repair Utility has a link that will take you straight to the website. Refer to the Repair Utility topic in Section 12. If you have no Internet connection, you can run the Adobe Reader installation from the white NavigatorV disc. Using Windows Explorer, open the Adobe folder on the NavigatorV disc and double-click the .exe file. The installer will guide your through the installation. The License Agreement dialog box appears. Please read the License Agreement carefully before using NavigatorV. If you agree with the terms of this agreement, click Yes and the NavigatorV installation will continue. Click Print to print a copy of the agreement for your records. NavigatorV 8.1 User Guide 15 Section 2 – Network Instructions Steps 5 The Installation Type dialog box appears. Make sure that the Stand-Alone or Network Manager Installation option is selected. The Destination Folder at the bottom of the dialog box shows the location where the NavigatorV program is to be installed. Click Browse to select another location. Click Next to proceed with the installation. Note: Do not browse to another computer and attempt to install the NavigatorV application files on that computer. 16 NavigatorV 8.1 User Guide Tips Click Back if you need to make changes or view any of the previous settings in the installation. This installation type installs the complete version of NavigatorV. In a network installation, the NavigatorV Network Manager will manage your libraries, users, and content revisions. Section 2 – Network Instructions Steps 6 The Subscriber Number dialog box appears. Tips The subscriber number can be found on the sticker inside the NavigatorV disc box. Enter your Subscriber Number, then click Next. NavigatorV 8.1 User Guide 17 Section 2 – Network Instructions Steps 7 The Content Destination dialog box appears. The Destination Folder at the bottom of the dialog box is the location on your content host machine. This is where the library content files are to be installed. (For a “Without Server” installation) If your Network Manager is also your content host machine, click Next to accept the default location. (For a “With Server” installation) If a Server is the content host machine, browse to select the folder location, then click Next. Important: The library content folder must be accessible to everyone on the network. You must share this folder after completing the Network Manager installation. Please note the location where the content files were installed. Refer to “Creating the Content Host” on page 24. 18 NavigatorV 8.1 User Guide Tips Section 2 – Network Instructions Steps 8 The Start Copying Files dialog box appears. Tips This step installs the NavigatorV program files. Content will be copied at a later step. Click Next to start copying the program files. 9 The first segment of the installation is completed. Click Next to start the content installation segment. NavigatorV 8.1 User Guide 19 Section 2 – Network Instructions Steps 10 11 The Product Registration dialog box appears. Your subscription may include one or more libraries. Each library has a unique Product Code and Access Code. You will find this information on the sticker inside the NavigatorV disc box. For each library, enter the Product Code and Access Code in the appropriate fields and then click Add. After registering all your libraries, click Next. If you purchased multiple libraries, each one will have its own Product Code and Access Code. You can enter all at this time. The installer will connect to the Internet to verify your Group ID number. If the installer is not able to connect to the Internet, you will be prompted to enter your Group ID number. This information is on the sticker inside the NavigatorV disc box. Enter your Group ID, then click OK. 20 Tips NavigatorV 8.1 User Guide Section 2 – Network Instructions Steps 12 Tips Select the Facility Information checkbox if you want your contact information to appear in your Profile & Compliance reports. The User Registration dialog box appears. Select the Compliance Sign-off information checkbox if you want the Compliance Sign-off column of your Compliance reports auto-filled with the information you entered. The Email address will be used for EZ Update notifications. (Optional) Enter your Facility Information (left pane) and Compliance Sign-off Information (right pane). Facility information will be used in your Profile & Compliance reports; Compliance information will be used to auto-fill the sign-off column of the Compliance reports. Click the checkbox at the top so the information entered appears in the reports. To add your company logo to the reports, click the Change Image button and navigate to the logo image file. The file can be a BMP, JPG, PNG, or a TIF. Recommended dimensions of the image: 50 pixels x 100 pixels. Click the checkbox at the top so the information entered is auto-filled into the sign-off column of your compliance records. Click Next NavigatorV 8.1 User Guide 21 Section 2 – Network Instructions Steps 13 The Content Installation dialog box appears. Tips Installing content may take up to 1 hour depending on the speed of your computer and the size of the libraries. Click Next to start the installation. Content installation is a 2-step process: o Step 1 installs the NavigatorV database. While the database is installing, do not remove the installation disc from the drive. A check mark will appear when the step is completed. o Step 2 installs your library content. You will be prompted for any content disc(s) required to complete the installation. When this step is completed, close the Content Installation box. Note: It is strongly recommended that you install the complete library. However, if you click: , content from the requested disc will not be installed and you will be prompted for the next disc. , content installation will terminate. Content from any remaining discs will not be installed. If you skip or cancel library content installation, you can still install library content later using EZ Update. Refer “Library Content Installation” in Section 9. 22 NavigatorV 8.1 User Guide After inserting a content disc, allow a few seconds for the program to detect it. You may have to click the Reload button if the program does not continue. Any content that was skipped or cancelled during the installation will have to be accessed by NavigatorV from the disc. Section 2 – Network Instructions Steps 14 Tips You have successfully installed NavigatorV Network Manager. For non-server network installations, follow the next steps:: (1) Share the library content folder so users will be able to view documents from the content host (refer to “Creating the Content Host” on the next page). (2) Create library user accounts to give users access to only the libraries that they need. Refer to “Creating/Editing Library User Accounts for Network Clients” on page 25. (3) Install Network Clients. Refer to page 27 for instructions. NavigatorV 8.1 User Guide 23 Section 2 – Network Instructions Creating the Content Host These steps involve sharing the library content folder. For the server or PC that will serve as the Content Host follow the steps below. Steps 1 In order for Network Clients to have access to the library content, you will have to share the content folder. Right-mouse click on the Windows Start button and choose Explore. Tips You need to be an Administrator on the computer to share a folder. The Windows Explorer application appears. Navigate to the folder where you installed the NavigatorV content. If you installed the content on another computer, click My Network Places (in Windows XP and Windows Server 2003) or Network (in Windows Vista, Server 2008, and Windows 7) and then navigate to the folder. Note: For installed Network Managers - If you installed the NavigatorV content in the default folder, navigate to the default content location for your operating system as shown below. Otherwise, navigate to your designated shared folder. Windows XP - C:\Documents and Settings\All Users\Application Data\ATP\Navigator Windows Server 2003- C:\Documents and Settings\All Users.WINDOWS\Application Data\ATP\Navigator Windows Vista / Server 2008 / Windows 7 - (C:) ProgramData ATP Navigator If the content folder does not appear in Windows Explorer, the Application Data folder (in Windows XP and Windows Server 2003) or the ProgramData folder (in Windows Vista, Server 2008, and Windows 7) may be hidden. To show hidden folders do the following: Windows XP/ Server 2003 – In Windows Explorer, click Tools>Folder Options. Click the View tab and select “Show hidden files and folders.” Click OK. Vista/ Server 2008 / Windows 7 – In Windows Explorer, click Organize> Folders and Search Options. Click the View tab and select “Show hidden files and folders.” Click OK. 2 3 Right-click on the content folder and choose Properties. In the Properties box, click the Sharing tab and follow the instructions given for your operating system: Windows XP/ Windows Server 2003 - Select the Share this folder option. Click the Permissions button, select a group/user name from the upper pane, and select “Full Control” on the lower pane. Click OK after setting permissions, then close the Properties box. Windows Vista / Windows Server 2008 / Windows 7 – Click the Advanced Sharing button, select the Share this folder option. Click the Permissions button, select a group/user name from the upper pane, and select “Full Control” on the lower pane. Click OK after setting permissions, then close the Properties box. 24 NavigatorV 8.1 User Guide Take note of the machine name and the network name where the content folder is located. You will need this information during the client NavigatorV installations. Section 2 – Network Instructions Creating/Editing Library User Accounts for Network Clients NavigatorV keeps track of concurrent users based on the number of licenses you have for each library. NavigatorV can be installed on as many client computers as desired, however, only as many users as there are licenses will be able to concurrently access content for a specific library. Beyond this number, other users who may want to work on NavigatorV will be able to launch the application but will not be able to access content for that library. To efficiently manage library licenses and network users, the network administrator can assign specific libraries to specific users. This will allow users to access only the library or libraries they need to work on. Refer to “Managing Library User Accounts” in Section 9 for more information. Steps 1 Tips On the Windows desktop, go to Start > Programs > NavigatorV > User Administration. 2 User Administration can also be accessed from the Tools menu in NavigatorV. The User Administration dialog box appears. You may do any of the following: Add a user account: Click Add and proceed to Step 4. Edit a user account: Select a user name, then click Edit. In the Edit User box, make the necessary changes, then click Next. Select/de-select libraries, then click Finish. Remove a user account: Select a user name, then click Remove. Note: The “default” user account can be edited but cannot be removed. Refer to “Default User for Network Administrator” in Section 9 for further details. NavigatorV 8.1 User Guide 25 Section 2 – Network Instructions Steps 3 The Add New User dialog box appears. Enter a user name and password (optional), then click Next. 4 The list of available libraries appears. Select the library or libraries for the new user, and then click Finish. 5 6 7 26 Repeat Steps 3 to 5 to add another user. When completed, close User Administration. You may close NavigatorV. Notify the client users of their NavigatorV user names, passwords, and libraries (or of any changes that were made to their library accounts). They will need the information when they start NavigatorV. NavigatorV 8.1 User Guide Tips User accounts can be created without passwords. Section 2 – Network Instructions Network Client Installation IMPORTANT: Before installing a NavigatorV network Client, the NavigatorV NETWORK MANAGER must be installed on the network. Also, check to make sure that the Client has FULL CONTROL PERMISSION to access the NavigatorV content folder. (Refer to “Creating the Content Host” on page 24 for more information.) Note: If installing NavigatorV in a wide area network, you can run the installation in two ways: (1) Installing from a single executable file: Download the file from the ATP website (contact ATP Customer Care for instructions). Copy the file onto each individual client machine. Double-click the file to run the installation. (2) Installing from the white NavigatorV disc: Insert the white disc in each individual client machine. For remote clients, you may insert the white disc in a shared disc drive and run the installation on the client machine from the shared drive. The disc must be mapped directly to the drive letter, for example, M:\setup.exe. Do not copy the contents of the white disc into a folder and attempt to run the installation from that folder. Steps 1 Tips Insert the white NavigatorV Application Installation disc into the disc drive. IF YOU DO NOT HAVE MICROSOFT .NET 3.5 ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: If autorun is turned off, choose Run from the Start menu, enter D:\setup.exe, and click OK (where D is the disc drive letter). (If this message appears, refer to Step 2. Otherwise, skip to Step 3.) 2 Click Install to start the Microsoft .NET 3.5 installation. Microsoft .NET 3.5 installation takes at least 3 minutes minutes depending on the speed of your computer. NavigatorV 8.1 User Guide 27 Section 2 – Network Instructions Steps 3 The NavigatorV installer checks for Adobe Reader. IF YOU DO NOT HAVE ADOBE READER ALREADY INSTALLED ON YOUR COMPUTER, THE FOLLOWING MESSAGE APPEARS: Click OK. Note: Install the Adobe Reader after the NavigatorV installation. Refer to the tips on the right side. 4 The License Agreement dialog box appears. Please read the License Agreement carefully before using NavigatorV. If you agree with the terms of this agreement, click Yes and the NavigatorV installation will continue. Click Print to print a copy of the agreement for your records. 28 NavigatorV 8.1 User Guide Tips You can download and install the latest version of Adobe Reader from the Adobe website. The NavigatorV Repair Utility has a link that will take you straight to the website. Refer to the Repair Utility topic in Section 12. If you have no Internet connection, you can run the Adobe Reader installation from the white NavigatorV disc. Using Windows Explorer, open the Adobe folder on the NavigatorV disc and double-click the .exe file. The installer will guide your through the installation. . Section 2 – Network Instructions Steps 5 Tips Click Back if you need to make changes or view any of the previous settings in the installation. The Installation Type dialog box appears. Make sure that the Client Installation option is selected. The Destination Folder at the bottom of the dialog box shows the location where the NavigatorV program is to be installed. Click Browse to select another location. Click Next to proceed with the installation. Note: If you must install to a different location, make sure that the location is on the same computer where you are running the installation. Do not browse to another computer and attempt to install the NavigatorV application files on that computer. NavigatorV 8.1 User Guide 29 Section 2 – Network Instructions Steps 6 Tips The Content Location dialog box appears. Make sure that the Client has FULL CONTROL PERMISSION to access the NavigatorV Content folder on the content host machine. Click Browse. 7 The Choose Folder dialog box appears. Navigate to the NavigatorV content folder using My Network Places (in Windows XP and Windows Server 2003) or Network (in Windows Vista, Server 2008, and Windows 7). The content folder on the content host machine was specified in Step 7 of the Network Manager installation. Navigate to the NavigatorV content folder using Network (in Windows Vista, Server 2008, and Windows 7) or My Network Places (in Windows XP and Windows Server 2003). Select the content folder. The UNC path should appear in the Path field on top. Click OK to close the Choose Folder dialog box. 8 30 The UNC path to the shared content folder appears in the Content Location dialog box. In the Content Location dialog box, click Next. NavigatorV 8.1 User Guide You must use a UNC path to point to the shared folder Section 2 – Network Instructions Steps 9 Tips This step installs the NavigatorV program files. The Start Copying dialog box appears. Click Next to start copying the program files. 10 The Installation Complete dialog box appears. Click Finish. You have successfully installed the Network Client. Start NavigatorV by clicking the shortcut icon on the Windows desktop. At startup, NavigatorV will detect an update to the database and will prompt you to install a database update. NavigatorV 8.1 User Guide 31 Section 2 – Network Instructions Upgrading NavigatorV EZ Update users can download the NavigatorV 8.1 upgrade by automatically or manually running EZ Update. Refer to the instructions below if upgrading by disc. You only need to perform the upgrade on the Network Manager machine. The Network Client machines will download the new application and the updated database as soon as NavigatorV is started from the machines. Note: Close all network sessions of NavigatorV and Product Registration before performing the upgrade. Steps 1 Insert the white NavigatorV Application Installation disc into the disc drive. The NavigatorV upgrade program automatically starts and prompts you to update NavigatorV. Click Yes to start the upgrade. 32 NavigatorV 8.1 User Guide Tips If autorun is turned off, choose Run from the Start menu, enter D:\setup.exe, and click OK (where D is the disc drive letter). Section 2 – Network Instructions Steps 2 Tips The Content Installation dialog box appears. Click Next to start the installation. Revision content installation is a 2-step process: o Step 1 installs the updated NavigatorV database. While the database is installing, do not remove the installation disc from the drive. A check mark will appear when the step is completed. o Step 2 installs the new and revised library content. You will be prompted for any content disc(s) required to complete the installation. When this step is completed, close the Content Installation box. NavigatorV version 8.1 is ready for use. Note: After inserting a content disc, allow a few seconds for the program to detect it. You may have to click the Reload button if the program does not continue. When prompted for a content disc in step 2, if you click: , new and revised content from the requested disc will not be installed and you will be prompted for the next disc. , content installation will terminate. Content from any remaining discs will not be installed. Any content that was skipped or cancelled during the installation will have to be accessed by NavigatorV from the disc or view online. If you skip or cancel library content installation, you can still install library content later using EZ Update. Refer to “Library Content Installation” in Section 9. NavigatorV 8.1 User Guide 33 Section 2 – Network Instructions 34 NavigatorV 8.1 User Guide SECTION 3 Starting NavigatorV Desktop Shortcut A shortcut icon of the NavigatorV software platform is placed on your Windows® desktop after the installation. Double-click the icon to start NavigatorV. Alternatively, you may start the application from the Windows Start button -- click Start>Programs> NavigatorV>NavigatorV. The topics that follow provide an overview of the main features of NavigatorV. Library User Login for Network Users At startup, NavigatorV will prompt for your user name and password. (Contact your Network Administrator if you do not have this information.) NavigatorV will determine your library privileges and which libraries are available to you. Refer to “Managing Library User Accounts” in Section 9 for information regarding user accounts and library availability. Your user name will appear at the bottom right corner of the NavigatorV and Profile & Compliance windows. NavigatorV 8.1 User Guide 35 Section 3 – Starting NavigatorV The Welcome Tab The NavigatorV software platform defaults to the tab. The Welcome tab contains demos, trainings, tips, and user instructions to help you get a good working knowledge of the different features and functions of NavigatorV. The tab also has links to important announcements, information about new products and product updates, new releases, special events, etc., to keep you up to date on current and upcoming products and activities. Across the top, are library indicators that display the status of your subscription and installed content. The features of the Welcome tab are described below. A D B C A Library Status – Look here to check the status of your library content. - Displays if you have the most current revision. - Alerts you to update your library content to the latest revision either from disc or from EZ Update. - Appears if you have not installed all library content on the hard drive. - Displays if one or more of your libraries have past their expiration dates. 36 NavigatorV 8.1 User Guide Section 3 - Starting NavigatorV - Appears for any of the following conditions: No product code was entered in your Product Registration Your library user account was not assigned a library Network Clients have no libraries available to them because user licenses are taken All registered libraries have expired B Welcome Tab Menu and Options – View NavigatorV demos, training courses, product information, revisions, etc. - NavigatorV video demos. Adobe Flash Player is required to view the videos. - Provides links to ATP online training courses, AskBob NavigatorV discussions, and this User Guide. - Provides links to the ATP website where you can search products online, view your account information, and see new ADs listed in the last 60 days. This menu also has a listing of manufacturers and a link to the AskBob forum page. - Includes checklists that give you information about revisions, and links to the AskBob supplier directory and job board pages. C Important Messages, News, and Product offerings – Displays current industry news and events, messages from ATP, and ads of new products. D Product Finder – Takes you to the ATP website so you can search for products suited for your needs. NavigatorV 8.1 User Guide 37 Section 3 – Starting NavigatorV NavigatorV Main Features NavigatorV Tabs The program opener. Allows you to see the status of your libraries at login, and get informed of the latest news, training courses, new products, and more. Refer to the previous topic. Allows you to browse through the different publications in your libraries. Refer to Section 4. Provides easy-to-use tools to search for one or more documents. Refer to Section 4. Displays new and revised publications since your last content update. Refer to Section 4. Displays a collection of commonly used FAA forms and other documents. Use the User Documents folder as your central file storage and access your files from NavigatorV. Refer to Section 6. (Available only on the Stand-alone and Network Manager.) Update your library instantly or on a scheduled interval over the Internet. Refer to Section 10. Create Parts Lists and Request for Quotes by picking parts information directly from the manuals. Refer to Section 8. Displays the ATP online forum for Maintenance Professionals. Refer to Section 6. Switches to the Profile & Compliance tool. Refer to Section 7. 38 NavigatorV 8.1 User Guide Section 3 - Starting NavigatorV The Menu Bar Click a menu item to display options. The functions of each menu option are described below. Print… sends the list shown on the active page directly to the printer. Print Preview… opens the Preview window to show you what the printout of a list will look like. (A preview window opened from the My Library tab is shown on page 42.) Exit closes NavigatorV. NavigatorV keeps track of every document that you open. View a previously opened document by selecting from the chronological list shown in this menu item. (You can set a limit to the number of documents listed in this menu from Settings (refer to “History Settings” in Section 11.) Clear History deletes list of documents in history. <No documents in history> is indicated when no document has ever been displayed or when the Clear History option is selected. View LogIT Documents… shows you a list of documents that you have saved from the Document Viewer (refer to “Adding a Document to LogIT” in Section 5). In the list, double-click the document you wish to display. Organize your saved documents by saving them in folders (refer to “LogIT” in Section 5). View Saved Searches… shows you a list of search criteria that you have saved from the Search tab (refer to “Saving Your Search Criteria” in Section 4). To re-run a previous search, select a search name from the list and then click the Run Search button. NavigatorV 8.1 User Guide 39 Section 3 – Starting NavigatorV Profile and Compliance… launches the Profile & Compliance tool (refer to Section 7). Product Registration… displays the Product Registration (refer to Section 9) dialog box where you can add or renew a library. This option is not available on client machines. User Administration… allows you to create library user accounts for network users (refer to “Managing Library User Accounts” in Section 9). This option is not available on client machines. Refresh Forms refreshes the Forms tab (refer to “The Forms Tab” in Section 6). Updates Forms to display any files that you have saved or copied into the User Documents folder. Send Diagnostics sends Customer Care all the relevant information regarding your current installation. Information sent will help in the diagnosis of any NavigatorV-related problem that you may have encountered. Settings… displays the Settings dialog box (refer to Section 11) where you can change defaults used by NavigatorV to enhance performance; for example, your working directories, display configurations, and other settings. NavigatorV Help opens the Help file. Contact Product Support displays the Customer Care contact information. Copyright/License Agreement displays the Master Customer Agreement. About NavigatorV displays the NavigatorV version installed on your computer. 40 NavigatorV 8.1 User Guide SECTION 4 Finding Documents The NavigatorV software platform provides you with five search tools to find documents – the My Library tab, the Search tab, Quick Find, the What’s New tab, and Profile & Compliance. The following topics will show how to use the first four functions. Profile & Compliance is discussed separately in Section 7. The My Library Tab To help you easily find your way to any of the documents in your subscription, the documents in your libraries have been arranged by manufacturer name, then by model name/number, and lastly, by the publication type. There are two ways to find a document; (1) locate the manufacturer in the list, drill down into the publication type, and select any of the documents, and (2) use the filters found above the list to search by manufacturer, model, and publication type. Documents are displayed in the Document Viewer (refer to Section 5). Notes: The My Library tab includes only publications that are indexed to a specific model or manufacturer. If you subscribe to both Regulatory and Maintenance libraries, the list will display manufacturers in both libraries. If the “Show Only My Maintenance Subscriptions” checkbox is selected (upper right corner), the list shows only manufacturers included in the Maintenance Libraries. NavigatorV 8.1 User Guide 41 Section 4 – Finding Documents Change the sort order by clicking any of the column headers. Each subsequent click will reverse the sort order (ascending or descending). Right-click inside the My Library pane to access the following menu options: Collapse All – collapses all folders. Show/Hide Associated Service Information – if the list includes ADs, this option allows you to show or hide Associated Service Information (ASI) references directly under the applicable AD. To permanently show or hide ASI references, choose Settings from the Tools menu. Under the General tab, click to either select or de-select the Associated Service Information checkbox, then click OK. Note: Associated Service Information (ASI) refers to any document issued by the manufacturer and is explicitly cited in an Airworthiness Directive. Print – sends the list directly to the printer. The list is printed out as shown in the My Library pane. (A Print option is also available from the File menu. Refer to “The Menu Bar” in Section 3.) Print Preview – opens the Preview window to show you what the printout of the list will look like. (A Print Preview option is also available from the File menu. Refer to “The Menu Bar” in Section 3.) Use the toolbar menu to the change zoom setting, move between pages, or change printer/printout settings. The Customize tool provides you with options to change the appearance of the list. To start printing, click the print button . 42 NavigatorV 8.1 User Guide Section 4 – Finding Documents The Search Tab Locating a specific publication or publications is easy using the tools available on the Search tab. Start a search by selecting the publication(s) in the Publication Selection pane and then adding other parameters in your search criteria. NavigatorV searches your library for documents that meet the search criteria and displays them in Search Results. Using Search, you can zoom in on a particular manufacturer and model, or perhaps add a keyword or date range in your search criteria to narrow down the results. Save your favorite search criteria so you can re-run the search any time you wish. The following topics will guide you on how to perform searches. Selecting Publications to Include in the Search In the Search tab, the Publication Selection pane allows you to select the publication(s) to include in the search. Expand (click) any of the books and select publications. For example, to select publications under Airworthiness Directives, expand “Airworthiness Directives” and click any publication under it. NavigatorV 8.1 User Guide 43 Section 4 – Finding Documents A appears on the book icon. Scroll down the list and select publications from other books. Note: You can enable the multi-select checkbox feature so you can simply click on a book to automatically select all the publications under it. To enable the feature, open the Settings option from the Tools menu and click the Display tab. Select the “Use multi-select checkboxes in Search tab” checkbox. You will need to restart NavigatorV after enabling or disabling this feature. Start the search by clicking Search. A list of “found” documents is returned in Search Results (refer to page 46). You may save the current search criteria by clicking Save Search (refer to “Saving Your Search Criteria” on the next page). To do another search, click Reset Search. Narrowing the Search Narrow down your search by adding other parameters in your search criteria. To the right of the Publication Selection pane are fields that will allow you to limit the search only to a particular manufacturer and model, or to documents applicable only to the model(s) in a saved Profile (refer to Section 7). You may also include a keyword and/or a date range to further narrow down your search. Do any or all of the following: 1 44 In the Search by block, select whether to search by Manufacturer/Model or search by a Saved Profile. NavigatorV 8.1 User Guide Section 4 – Finding Documents Manufacturer/Model search. Select a manufacturer name and a model name/number from the Manufacturer and Model drop-down lists. (You must have books selected in the Publication Selection pane to see available names.) View other names by which the selected model is known by clicking the View Equivalent Model button. Note: Some publications in are not indexed to a specific model or manufacturer, for example, FARs. NavigatorV assumes these publications are applicable to all selected manufacturers or models. These publications will be returned if they were selected in the Publication Selection pane. 2 3 Saved Profile search. In the Select a Profile field, select a saved Profile. (You must have already created and saved the Profile prior to using this search option. Refer to Section 7.) In the Enter keyword or phrase field, type in a keyword, phrase, or search expression. Click the See advanced search options link for information on how to form advanced search expressions. To limit the search to a specific date range, uncheck All Dates and enter the lower and upper date limits. Alternatively, you may use the dropdown calendar to select dates. Start the search by clicking Search. A list of “found” documents is returned in Search Results (refer to page 46). You may save the current search criteria by clicking Save Search (refer to the next topic). To do another search, click Reset Search. Saving Your Search Criteria After setting up your search criteria, you can save them by clicking Save Search. The Save Search dialog appears: Enter a search name and click Save. NavigatorV 8.1 User Guide 45 Section 4 – Finding Documents Running a Saved Search To re-run a saved search, choose View Saved Searches from the LogIT menu (refer to “The Menu Bar” in Section 3). A list of previously saved searches is displayed. Select any search name and then click the Run Search button. Search Results A list of “found” documents is returned in the Search Results pane (the lower portion of the Search tab). The documents are grouped under their corresponding publication folders. The number before the folder title indicates the number of documents found. The columns are described as follows: Issue No. – shows the document ID numbers. (An issue number is assigned by a regulatory agency or by a manufacturer to identify each document. You can enter an issue number in Quick Find to instantly find a specific document. Refer to “Quick Find” on the next page). Effective Date – shows the dates when the documents were issued or when they became effective. Relevance – if you searched for a keyword or phrase, the number of “hits,” which is the number of times the keyword or phrase occurs in a document will be displayed in this column. For keyword or phrase searches, the documents listed are ranked by relevance. To view a document, expand (double-click) the folder document , and then double-click the title of the . The document is displayed in the Document Viewer (refer to Section 5). Change the sort order by clicking any of the column headers. The sort order reverses (ascending or descending) each time you click. Right-click inside the Search Results pane to access the following menu options: Expand All – expands all publication folders. Collapse All – collapses all publication folders. 46 NavigatorV 8.1 User Guide Section 4 – Finding Documents Show/Hide Associated Service Information – in AD searches, this option allows you to show or hide Associated Service Information (ASI) references in the Search Results. Running another AD search, however, will reset to the default setting. To change the default setting, choose Settings from the Tools menu. Under the General tab, click to either select or de-select the Associated Service Information checkbox then click OK. Print – sends the list directly to the printer. The list is printed out as shown in Search Results. (Print and Print Preview options are also available from the File menu. Refer to “The Menu Bar” in Section 3.) Quick Find If you know the AD, SB, or Issue number of the document you wish to open, enter the number in this field. Click the Quick Find button to bring up the document in the Document Viewer (refer to Section 5). Note: To use Quick Find, enter only the document number. Do not include the document type. Below are some examples: WRONG CORRECT WRONG CORRECT NavigatorV 8.1 User Guide 47 Section 4 – Finding Documents The What’s New Tab The What’s New tab provides a quick way to view all new and revised documents for your Regulatory and Maintenance libraries. Filter the list to show new and revised documents from a specific date. Enter the date in the What’s new since field or select the date from the drop-down calendar, then click Go. Documents are grouped by library then by publication. The number of documents under each publication group is indicated before the folder description. To view a document, expand the library and publication folders, then double-click the document title. To expand all folders at one time, right-click inside the What’s New pane and select Expand All from the pop-up menu. The Collapse All option will close all folders. To change the sort order, click a column header. Sort order will toggle between ascending and descending with each click. (Alternatively, you can right-click a column header and select Sort Ascending or Sort Descending from the pop-up menu.) To change the column order, drag a column header to the desired location. To adjust column width, point to the left or right border of the column and drag to either side. (Alternatively, you can right-click a column header and select Best Fit or Best Fit (all columns) from the pop-up menu.) To print the list, choose Print or Print Preview from the File menu. (Alternatively, you can right-click inside the What’s New pane and select Print from the pop-up menu.) To exclude a column (or columns) from the display or the printout, right-click any column header and select Column Chooser from the pop-up menu. Drag the column header into the Customization box. Note: If your What’s New tab came up blank after you installed the latest content revision, your subscription did not have any updates. For Maintenance disc customers, you might get silver discs in your content revision and NavigatorV does not ask you to install them. Please keep these discs for backup and replace the older versions in your set of Maintenance content discs. 48 NavigatorV 8.1 User Guide SECTION 5 Viewing Documents The Document Viewer Three types of document formats are available in the ATP libraries: Manual-type documents (like the Aeronautical Information Manual in figure below), Issue-type (like ADs and Service Bulletins), and PDFs (Portable Document Format – format used in Maintenance Libraries and in some Regulatory documents). For Manual-type documents, the Document Viewer consists of a table of contents pane, a document display pane, and a control toolbar. Title of section displayed is highlighted The table of contents pane at the left side of the viewer allows you to quickly navigate to another topic, section, or chapter within the document. Issue-type documents are normally single-topic documents (i.e., they are not divided into chapters or sections). Therefore, these documents are displayed without a table of contents pane. This is the only difference between displaying Issue-type and Manual-type documents. All other Document Viewer functions are the same. PDFs are also provided with a table of contents pane. These documents are displayed using the Adobe Reader which is launched within the Document Viewer. Use this table of contents, as well as the basic tools available in the Adobe Reader NavigatorV 8.1 User Guide 49 Section 5 – Viewing Documents to navigate within the PDF document (refer to page 53). NavigatorV control toolbar options are limited when PDF documents are displayed. The control toolbar at the bottom of the Document Viewer provides you with options to open the Parts tab, increase/decrease font size, find a keyword or phrase within the document, move between hits, jump back from a hyperlink , and view the next or previous document in Search Results Finding a Keyword or Phrase Within a Document Type in a keyword, phrase, or search expression in the Find field, then click the Find button. (This Document Viewer function is not available when PDF documents are displayed. To find words within the PDF, use the Adobe Reader Search tool. Refer to page 55.) Matches or “hits” found in the document are highlighted. To move between hits, use the previous or next button. Note: To form a search expression, follow the same examples given in the See advanced search options Help link on the Search tab. Refer to “Narrowing the Search” in Section 4). Viewing the Previous or Next Document in Search Results If more than one document was returned in the Search Results, you will be able to easily move between these documents from the Document Viewer. displays the previous document. displays the next document. Increasing or Decreasing the Text Font Size (For PDF documents, use the Adobe Reader zoom tools to increase or decrease magnification. Refer to “Navigating within a PDF Document” on page 53.) increases font size. decreases font size. 50 NavigatorV 8.1 User Guide Section 5 – Viewing Documents Jumping Back from a Hyperlink (Not available when PDF documents are displayed.) brings you back to the section you were on before clicking a hyperlink. Back only works within a document. Alternatively, you can use the Backspace key to go back Adding a Document to LogIT allows you to save the document and access it directly from the LogIT menu (refer to “The Menu Bar” in Section 3). Save a document by clicking Add to LogIT. Enter the document name that you would like to save it with and click Create in >>. Select the folder you wish to save the document in, then click Save. Refer to “LogIT” on page 56 for information about creating LogIT folders. Printing the Document (The Print button in the Document Viewer is not available when PDF documents are displayed. To print PDFs, use the Adobe Reader Print tool.) opens the Print Preview window to allow you to see what the document will look like when printed. Use the Print Preview controls to move between pages, change the zoom setting, or change page settings. Click to start printing. NavigatorV 8.1 User Guide 51 Section 5 – Viewing Documents Viewing and Printing Figures (Images) The number of figures (or graphic images) varies from document to document. There are documents with a large number of images and, depending on the memory setting allotted to display images, may show “Click to view image” links instead of actual images. (You may change the memory setting to allow NavigatorV to display more images. Doing so, however, may affect document loading time. Refer to “Document Viewer Settings” in Section 11 for details.) Clicking a link or double-clicking an image displays the image in the Image Viewer. The viewer allows you to magnify, rotate, and print the image. Zoom increases or decreases image magnification. Drag the slider to the right to zoom in or to the left to zoom out. or rotates image 90° in the direction shown on the button. prints the entire image. prints only the zoomed region displayed. 52 NavigatorV 8.1 User Guide Section 5 – Viewing Documents Navigating Within a PDF Document Below are some basic Adobe Reader X functions that will help you navigate within a PDF document. Note: PDF documents with bookmarks, as in the figure above, open with the toolbar visible across the top of the Document Viewer. For PDFs without bookmarks, for example EASA ADs, the toolbar is hidden when the document is opened. To un-hide the toolbar, hover the mouse pointer over the lower middle part of the pane to bring up a floating toolbar. Click the Adobe Reader logo, circled in red in the figure, to un-hide the main toolbar. o File Tools - use these tools to print and save documents. Print document/pages. Save a copy of the document. NavigatorV 8.1 User Guide 53 Section 5 – Viewing Documents o Page Navigation Tools – activated after a keyword/phrase search from the NavigatorV Search tab. Show the previous hit. (You can find this tool in the main toolbar by clicking Tools > Page Navigation.) Show the next hit. (You can find this tool in the main toolbar by clicking Tools > Page Navigation.) Show the previous page. Show the next page. PDF page currently displayed out of the total number of pages. o Zoom Tools – use these tools to adjust magnification. Zoom out - decreases the magnification of the page Zoom in - increases the magnification Type a zoom percentage or select from the drop-down list o Page Display Tools – use these tools to select how you would like the pages to be displayed. Fit width with scrolling – displays pages in a continuous vertical column Fit full page – displays one page at a time o Search Tool - allows you to find a word or phrase across one or more PDF documents. Search a word or phrase. Refer to the next topic. Note: There are other features and functions in the standard Adobe Reader that are not applicable to NavigatorV use. Please refer to the Adobe Reader User Guide available from the Adobe website www.adobe.com for complete information. 54 NavigatorV 8.1 User Guide Section 5 – Viewing Documents Using the Adobe Reader Search Tool To search a word or phrase within the PDF document using the Acrobat Reader X search, do the following: 1 Click the 2 Type in the word or phrase that you want to search for. 3 Select the option that you would like to apply in your search. tool. The Search pane appears. Whole Words Only to find only occurrences of the complete word or phrase. Case-Sensitive to find occurrences that match the case you used. Include Bookmarks to also search in the Bookmarks pane. Include Comments to also search in Comments List. 4 5 6 7 Click the Search button. The first hit will be highlighted. The Results box shows every instance of the word or phrase within the document. To view a hit, click an instance from the Results box. (Optional) Click Find a word in the current document (found at the bottom of the Search pane) to open the Find Tool. Type a word and click Find Next or Find Previous to view hits. Note: Keep in mind that you are searching an image file when you search this product. The product uses an automated character recognition process to match your search requests to the page images. Image quality, background and other factors will have an effect on the efficacy of search results. Please use care in selecting your search terms and in interacting with the system to maximize the efficacy of your search results. NavigatorV 8.1 User Guide 55 Section 5 – Viewing Documents LogIT With LogIT, save and organize the documents that you frequently open. This will greatly reduce the amount of time you spend searching for the same documents. Create folders in LogIT and start saving your documents into your folders directly from the Document Viewer. Depending on how structured you want your filing system to be, create as many folders as necessary. Creating LogIT Folders Initially, any document that you save will be added in the root level LogIT folder. Your saved documents appear in one straight list which, over time, will get longer and will make it difficult for you to find the document you need. By creating folders, you will be able to categorize your documents. This not only makes finding documents easier but also enables you to manage your saved documents more efficiently. In the root folder, you can create your 1st, 2nd, 3rd level subfolders. LogIT (Root Level) (1st Level) (2nd Level) (3rd Level) 56 NavigatorV 8.1 User Guide Section 5 – Viewing Documents You can name the subfolders in each level based on document type, manufacturer name, model, or any categorization you would like. For example, you want to group together ADs for individual work orders. You can create a 1st level subfolder for the work order (e.g., WO#1234) and under this folder, create a 2nd level subfolder for the aircraft registration number (e.g., N1234). Do the following: 1 2 3 4 From the LogIT menu, choose View LogIT Documents. Let’s first create a 1st level folder called WO#1234 under the LogIT folder. Select the LogIT folder. (Selected folder is highlighted blue.) In the New Folder field, type in the folder name “WO#1234” as in the example above. Click the New Folder button. The 1st level subfolder is created under the LogIT folder. By following the same steps, create a 2nd level subfolder called N1234 under the WO#1234 subfolder. (Make sure WO# 1234 is selected, type in “N1234” and then click the New Folder button.) NavigatorV 8.1 User Guide 57 Section 5 – Viewing Documents 5 You are now ready to save your ADs into the N1234 folder. To save a document, open that document in the Document Viewer and click the Add to LogIT button. Other LogIT Functions To print a copy of your saved documents and folders, right-click inside the LogIT dialog box and select Print. You will get a printout of your documents and folders just the way they appear in the LogIT window. To delete a document (or folder), select it from the list and click the Delete button. Warning: If you delete a folder, all the saved documents within that folder will be deleted. 58 NavigatorV 8.1 User Guide SECTION 6 Additional Content Features The AskBob Tab AskBob is an online forum developed to provide real time information for aviation maintenance professionals. Named after its creator, Bob Jones (ATP Product Marketing Specialist), the blog started out as a collection of questions and answers regarding ATP products and services. It has expanded its coverage and it now includes a variety of informative topics, discussions, news, polls, events, parts marketplace, job postings, video clips, and much more. You can join in and post questions and ideas on just about any aviation-related. An Internet connection is required. Registration To join AskBob and be able to send in queries or join in the discussions, you must have a username and password. Register by clicking the Register link found on the upper right corner of the web page. All you need is a valid email address. AskBob Pages o Home - Takes you to the AskBob home page shown in the figure above. NavigatorV 8.1 User Guide 59 Section 6 – Additional Content Features o Experts – Learn from an outstanding group of contributors whose experience and background will provide valuable insight into compliance, safety, certification, technique, best practices, and more. o Forums – Offers an open forum for you to request help, provide answers to maintenance issues or just share experiences. o News – Includes aircraft maintenance news and news feeds, industry event lists, and polls on maintenance practices. o Members – Displays a sortable, searchable list of current members. o Events – Shows upcoming events for the aircraft maintenance community. o Partners – ATP is developing this area to provide direct access to OEM information, discussions, and training. o Marketplace – Consists of aircraft parts RFQ tools, Bobslist Classifieds, a full Job Board, and resume service to help you get fully staffed. o Training – Includes training announcements, training schedules, and upcoming events. o ATP Support – Provides a F.A.Q. section and a place to post your support questions. The Forms Tab Access commonly used FAA forms and other aviation-related documents from the Forms tab. The Forms tab has four folders, three of which contain PDF, Microsoft Word, or Microsoft Excel files of forms and worksheets. o ATP Worksheet folder – includes worksheets that you can use in recording aircraft components, or in calculating weights and balances. Also in this folder is a (PDF) listing of ADs for different appliance models. o FAA Forms folder – includes a collection of FAA forms templates. o International folder – includes forms used by foreign agencies like the Joint Aviation Agency and Transport Canada. o A fourth folder called User Documents may be used as a central file storage location. Refer to the next topic. 60 NavigatorV 8.1 User Guide Section 6 – Additional Content Features Note: Microsoft Word and Microsoft Excel are required to view and edit these documents. Please refer to the recommended system requirements on page viii. The form and worksheet files contained in these folders are read-only templates, i.e., you cannot overwrite the files. Once you have filled in your information, you have to save your completed form or worksheet into another directory and/or save it with a different filename. To fill out a form or worksheet, do the following: 1 2 3 Expand a folder and double-click a form or worksheet. Areas where you can fill in information have gray boxes (Microsoft Word) or empty cells (Microsoft Excel). Click a gray box/cell and enter the appropriate information. You may then print or save the completed form. To save, click the save icon on the application’s toolbar. The Save As dialog box appears. In the Save in field, navigate to the folder you would like to save the form in (see TIP below). Rename the file so as not to confuse it with the template file. Tip: You can save your completed forms and worksheets in the User Documents folder (refer to the next topic). For Windows XP and Windows Server 2003 users - In the Save As dialog, navigate to . This will take you one directory the folder by clicking the “Up one level” icon up, i.e., FAA_Template_Forms.” In the list of folders, click “User Documents.” For Windows Vista users - In the Save As dialog, navigate to the folder C:\ProgramData\ATP\Navigator\FAA_Template_Forms\User Documents After saving the file, refresh the Forms page to see the name of your completed form under User Documents. To refresh, choose the Refresh Forms option in the NavigatorV Tools menu. NavigatorV 8.1 User Guide 61 Section 6 – Additional Content Features The User Documents Folder The Forms tab has a folder called User Documents where you can store all your completed forms and worksheets. You may also use this folder as the central storage location of all your work files. Copy/save your files into the directory indicated in Settings – User Documents folder location (see TIP below) and access these files directly from the NavigatorV Forms tab. Tip: Open the Settings dialog box by choosing Settings from the Tools menu. Under General Settings – Application Directories is a field called User Documents folder location, which shows the default path to the User Documents folder. If you have a personal working directory that you wish to access through NavigatorV, you can change the default path. If changed, existing files in the default User Documents folder are not automatically transferred to the new location. You will have to manually move files from the default folder to the new one. 62 NavigatorV 8.1 User Guide SECTION 7 Profile & Compliance With Profiles, you will be able to perform multi-component searches. Profile & Compliance allows you to define and consolidate an aircraft and its equipment into one table or “profile.” The NavigatorV software platform uses information contained in the Profile to generate FAA Airworthiness Directives (FAA AD), Service Bulletin (SB), and, if your library includes EASA content, EASA Airworthiness Directives (EASA ADs) Compliance Records for the aircraft. Notes: For Regulatory subscriptions, SB Compliance Records will only include Associated Service Information documents (ASI). ASI refers to any document issued by the manufacturer and is explicitly cited in particular Airworthiness Directives. Profile & Compliance Features Access the Profile & Compliance tool from the NavigatorV Tools>Profile & Compliance menu option or by clicking the tab. The tool initially opens in Profile View by default. The main features are identified below and described in the following pages. A G B C D E F NavigatorV 8.1 User Guide 63 Section 7 – Profile & Compliance A Menu Bar Click a menu item to display options. The functions of each menu option are described below. (Alternatively, you can press and hold the keyboard ALT key then press the keys for the underlined letter of the menu item and the option, or you can follow the CTRL key combination shown beside the menu option. For example, pressing the keys ALT+F+O or CTRL+O will allow you to open a saved file.) New… allows you to create a new Profile (refer to page 68). A new record tab will be opened (see feature F). Open… allows you to open a saved Profile & Compliance file. A new record tab will be opened (see feature F). Import… allows you to import a Profile and/or Compliance file created from other applications (refer to page 81). Close closes the Profile & Compliance file that you are currently working on. Save saves the Profile & Compliance file using the same filename. Save As… prompts you to enter a filename for the Profile & Compliance file that you want to save. Refer to “Saving the Profile” on page 72. Save Profile Only As allows you to save only the Profile portion of a Profile & Compliance file as a different file (refer to “Creating an Exact Copy of a Profile” on page 73.) Print… prints the Profile or Compliance Records. Exit closes Profile & Compliance. 64 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Cut Row (Profile View only) copies the entries in a selected row to the Windows clipboard, then deletes the row from the Profile. Copy Row (Profile View only) copies the entries in a selected row to the Windows clipboard. Paste Row (Profile View only) pastes the entries on the Windows clipboard (copied using Cut Row or Copy Row) into the selected Profile row. Insert Row inserts a new row. In Profile, the row is inserted before a selected row. In Compliance, the row is inserted at the beginning of the list (refer to “Inserting a User-Defined Row” on page 78). Delete Row permanently removes a row. Hide Row (Compliance View only) allows you to hide a row that you want to exclude from the report. Un-hide Row (Compliance View only) brings a hidden row back into the Compliance Record. Clone Row (Compliance View only) allows you to make a duplicate of a row. Import Row / Export Row (Profile View only) allows you to copy specific rows with Compliance Records from one file to another (refer to “Exporting Profile Rows with Compliance Records into Another File” on page 72). Find Row (Compliance View only) opens the Find AD Row where you can specify the AD row that you want to view. Profile Information opens the Profile Information dialog box where you can enter additional information about the aircraft. Profile View opens/switches to the Profile View. Compliance View opens/switches to the Compliance view. Compliance Records are generated if the Profile is new, or updated if the Profile was changed or if a new content revision was installed. Sort By, in Profile View, allows you to sort rows by category or manufacturer; in Compliance View, allows you to sort rows by Effective date or by AD/SB number. Show Equivalent Models (Profile View only) displays the equivalent names of the model in the selected row. NavigatorV 8.1 User Guide 65 Section 7 – Profile & Compliance NavigatorV Main Menu opens/switches to the NavigatorV main application. Create Compliance (Profile View only) generates the Compliance Records for a newly created Profile. This option is only available when working with a new, unsaved Profile. Update Compliance updates the Compliance Records when (1) new ADs/SBs have been added during a recent content revision, or (2) changes have been made in the Profile. This option is only available when working with a saved Profile. Facility Information… allows you to enter facility information that you can include in your reports and/or sign-off information that you can auto-fill into the Compliance Sign-off fields of the Compliance Records. Settings… displays the Settings dialog box (refer to Section 11) where you can change default settings used by NavigatorV and Profile & Compliance to enhance performance. Profile & Compliance Help… opens the Help file. Contact Product Support displays the ATP Customer Care contact information. Copyright/License Agreement displays the Master Customer Agreement. About NavigatorV displays the NavigatorV version installed on your computer. B Profile ID – The filename of the Profile & Compliance file. The Profile ID can be entered in Profile Information (see feature G) or can be assigned when you save the file. C Main Tabs allows you to create a Profile based on information about the manufacturer name and model for every component installed on the aircraft, as well as the aircraft itself. You are provided with a list of categories that you can use to distinguish between components. For every category you select, comprehensive lists of applicable manufacturer names and models are made available for you to choose from. Refer to Working in the Profile View on page 68 for details. 66 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance contains a listing of applicable ADs or SBs for each component in the Profile. Enter compliance and sign-off information, print reports, etc. Refer to Working in the Compliance View on page 75 for details. takes you back to the NavigatorV main window. D Data Entry Pane – Your worksheet for entering components in Profile View and entering compliance information in Compliance View. E Date Stamps – Shows the dates when the file was created and updated, and the revision date of the NavigatorV database used when the file was last updated. F G Tabs of Opened Records– Open multiple records (files) using the File>New or File>Open menu option and move between records by clicking the respective tabs. in the tab. If there are more tabs than what the Close a record by clicking the at the far end will appear and window can display, the “Previous/Next” arrows enable you to see the tabs that are hidden from view. You can also use the “Open Files” to jump to a specific record. arrow View Full Profile Information – Opens the Profile Information dialog box where you can enter the Profile ID (filename) for the Profile file and enter (optional) information, such as owner/operator contact information, certificate of airworthiness issued, and aircraft registration. NavigatorV 8.1 User Guide 67 Section 7 – Profile & Compliance Working in the Profile View Creating a Profile 1 From the NavigatorV Tools menu, choose Profile & Compliance. (You can also open Profile & Compliance by clicking the tab.) Row Selector to select a component row for editing Record Tab for each new record opened in File > New Note: You can work on two or more Profiles by opening new record tabs. Click File>New to open a new record tab for another Profile. 2 3 4 68 If not already open, click the View Full Profile Information button located at the upper right hand corner of the window to open the Profile Information dialog box. In the Profile Information dialog box, enter a Profile ID (filename for the Profile – typically the Registration Number of the aircraft; refer to the note about “Naming Your Profile & Compliance File” on page 72). You may also enter information in the optional fields or click OK to close the dialog box. Enter manufacturer and model information for each component. A. Click the Category drop-down and select a component category. B. Click the Manufacturer drop-down and select a manufacturer. C. Click the Model drop-down and select a model. NavigatorV 8.1 User Guide Section 7 – Profile & Compliance D. If you have additional information about the component, click the PN/SN button found at the end of the row. Enter information in the Component Details dialog box. (Information entered is used for record keeping and to identify components, for example, you can enter the location of the component, as in “right” engine or “left” engine.) Click OK to close the Component Details dialog box. Notes: If the desired item is not in the drop-down lists, you may type the name directly in the field. User-entered components will not be used in the search. There are two ways of entering appliance components into the Profile: 1. If you know the generic name for the appliance, for example “Air Conditioner,” select this name from the Category drop-down. Then, select the manufacturer and the model from the Manufacturer and Model dropdowns. To search ADs/SBs for no particular manufacturer or model, select “Any Manufacturer” and “Any Model” from the drop-downs. 2. If the generic name is not listed in the Category drop-down or if you do not know the generic name of the appliance, select “Appliance” from the dropdown. You can then select the manufacturer and the model from the Manufacturer and Model drop-downs. 5 6 Press the keyboard TAB key to add a new row. Enter manufacturer and model information for the next component. Continue building the Profile. (Optional) Before generating Compliance Records, you may want to set autofilling of facility and signoff information. Choose Facility Information… from the Tools menu. If you have not already done so, enter information in the appropriate fields. To include facility information and logo (if any) in the printed report, click (check) Include in Compliance reports. To auto-fill the fields under the Compliance Sign-off column of the Compliance Records, click the Auto-fill new Compliance records checkbox. To add a company logo, click Change Image and navigate to the logo image file. (The file type can be a BMP, JPG, PNG, or TIF.) Click OK to save your entries. 7 8 Save the Profile. From the File menu, choose Save or Save As. In the Save As dialog box, enter a new filename and then click Save. (Refer to the note about “Naming Your Profile & Compliance File” on page 78.) Click the Compliance View tab or the Create Compliance View button to generate Compliance Records. Refer to “Working in the Compliance View” on page 75. NavigatorV 8.1 User Guide 69 Section 7 – Profile & Compliance Editing the Profile Every time changes are made to the Profile or a new content version is installed, you will need to update the Compliance Records. This ensures that the Compliance Records completely and accurately cover each component in the Profile. To update, click the Compliance View tab after editing the Profile. Adding a New Component Row 1 2 3 Click the blank row below the last component entry. Select a category, a manufacturer, and a model from the drop-down lists. (Optional) Click the PN/SN button to enter component details. Editing a Component Row Click the drop-down arrow corresponding to the column you wish to edit and select a new entry. Note: To ensure integrity between the Profile data and the Compliance Records, no changes can be made to any component information with associated ADs/SBs in the Compliance Records. Rows of such components are indicated by a lock icon in the Row Selector column. Deleting Component Row(s) 1 Select component row(s) to delete. To delete a single row, click the row. To delete a series of rows, click the first row of the series to be deleted, press and hold the SHIFT key, then click the last row of the series. (Alternatively, you can click the Row Selector of the first row and drag down to the last row.) To delete a selection of rows, press and hold the CTRL key and click the rows you wish to delete. 2 Choose Delete from the Edit menu. If your selection includes a locked row, a Confirm Delete message will appear. (Alternatively, you can rightclick the Row Selector of any selected row then choose Delete Row.) Note: If you delete a locked row, compliance information for that row is also deleted. 70 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Copying Component Row(s) 1 Select component row(s) to copy. To copy a single row, click the row. To copy a series of rows, click the first row of the series to be copied, press and hold the SHIFT key, then click the last row of the series. (Alternatively, you can click the Row Selector of the first row and drag down to the last row.) To copy a selection of rows, press and hold the CTRL key and click the rows you wish to copy. 2 3 4 Choose Copy from the Edit menu. (Alternatively, you can right-click the Row Selector of any selected row, then choose Copy Row.) If copying to another Profile, open the Profile you wish to copy the selected row(s) into. Click the Row Selector box of the row where you want to insert. Choose Paste from the Edit menu. (Alternatively, you can right-click the Row Selector of the row where you want to insert, then choose Paste Row.) Moving Component Row(s) 1 Select component row(s) to move. To move a single row, click the row. To move a series of rows, click the first row of the series to be moved, press and hold the SHIFT key, then click the last row of the series. (Alternatively, you can click the Row Selector of the first row and drag down to the last row.) To move a selection of rows, press and hold the CTRL key and click the rows you wish to move. 2 3 4 Choose Cut from the Edit menu. (Alternatively, you can right-click the Row Selector of any selected row then choose Cut Row.) If moving to another Profile, open the Profile you wish to move the selected row(s) into. Click the Row Selector of the row where you want to insert. Choose Paste from the Edit menu. (Alternatively, you can right-click the Row Selector of the row where you want to insert, then choose Paste Row.) Sorting Component Rows From the View menu, choose Sort by>Category or Sort by>Manufacturer, or Click the Category column header or the Manufacturer column header. Sort order toggles between ascending and descending with each click on the header. NavigatorV 8.1 User Guide 71 Section 7 – Profile & Compliance Editing the Profile Information Choose Profile Information from the Edit menu or click the View Full Profile Information button found at the upper right corner of the Profile & Compliance window. Make your changes, then click OK. Saving the Profile From the File menu, choose Save or Save As. In the Save As dialog box, enter a new filename and then click Save. Note: Naming Your Profile & Compliance File. You can name your Profiles whatever you want when you are asked for a filename (Profile ID) in Profile & Compliance. ATP suggests that you standardize your naming of Profiles for easy reference in the future. Try one or more of the following: Use one Profile per entire aircraft and name it with the registration tail number (“N” number) of the given aircraft. Add suffixes to the filename indicating a year or date stamp if you intend to have different versions for the same aircraft. For example, if the aircraft will have future annual or progressive inspections, you can add “-2008” for “N12345-2008”. Add a suffix to indicate components only in the Profile as in “-F” showing the file only includes airframe components, or “-E” for engine, “-P” for propeller, and “-A” for appliance. You can also add another suffix level, like “-E1”, “-E2”, etc. to specify components for a multi-engine aircraft (e.g. N12345-E1). Please note that you should only name your Profiles when using Profile & Compliance. Exporting Profile Rows with Compliance Records into Another File You can copy specific Profile rows with attached Compliance Records into another Profile & Compliance file. The process involves exporting the rows from the source Profile into a Component Transfer File (.cef), and then importing the rows in the .cef file into the destination Profile. 1 2 In the Profile View, open the file that you wish to copy components from. This will be the source Profile. Select the component rows to be copied. To select a series of rows, click the first row of the series to be copied, press and hold the SHIFT key, then click the last row of the series. (Alternatively, you can click the Row Selector of the first row and drag down to the last row.) To randomly select rows, press and hold the CTRL key and click the rows you wish to export. 72 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance 3 4 5 6 7 8 Choose Export Row from the Edit menu. If the selected rows include Compliance Records, a message will appear to inform you that the records will also be copied if you continue the export. Click Yes to continue. In the Save As dialog, enter the file name for the .cef file and then click Save. You may close the source Profile. Open the Profile that you wish to paste the components into. This will be the destination Profile. Choose Import Row from the Edit menu. In the Open dialog box, choose the .cef file and click the Open button. The imported rows will appear at the bottom of the list. Creating an Exact Copy of a Profile You can make a copy of the Profile portion of an existing Profile & Compliance file and use this copy as a template to create other files. The copy will be an exact duplicate of the source Profile, i.e., including Component Detail information, Facility Information, and Profile Information. 1 2 3 In the Profile View, open the file that you wish to copy the Profile from. This will be the source Profile. Do not make changes to the source Profile at this point. (If you have to make changes to the source Profile, be sure to save it before proceeding to Step 2.) From the File menu, choose Save Profile Only As. In the Save As dialog box. Enter the filename or use the name shown in the File Name field. Click Save. The source Profile is automatically closed and the new file becomes active. You can now edit the new Profile or generate the Compliance Records. NavigatorV 8.1 User Guide 73 Section 7 – Profile & Compliance Printing the Profile From the Profile View File menu, choose Print… The preview allows you to see how the page will look when printed. Use the toolbar icons to change the zoom setting, move between pages, find text, or export the report. Use the Export Report RPT, PDF, DOC, XLS, or RTF format. Click to export (convert) the Profile into to start printing. Exporting (Converting) the Profile to Another File Type Export (convert) your Profile to RPT, PDF, DOC, XLS, or RTF formats. Refer to “Printing the Profile” above. 74 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Working in the Compliance View NavigatorV uses the Profile you created to generate Airworthiness Directives and Service Bulletin Compliance Records. Use the FAA AD, SB, EASA AD (if available) Compliance Records to track and sign off compliance for each aircraft component. Switch between FAA AD, SB, EASA AD (if available) Compliance here Entering Compliance Information ATP-generated rows have blue fields that contain non-editable information. Except for the blue fields, you may type in compliance information in any of the other fields. Switching Between Compliance Types Select AD, SB, or EASA AD (if available*) from the Set Filter By Type field drop-down on the upper left hand corner of the Compliance View. (*EASA ADs are available in Regulatory libraries with EASA content.) Displaying the Compliance Record of a Component The Category box on the left hand side displays the Profile categories and the corresponding number of documents in the Compliance Record. Click any of the categories on the list. The Compliance Record for the selected category is displayed. NavigatorV 8.1 User Guide 75 Section 7 – Profile & Compliance Auto-filling Compliance Sign-off Information Automatically fill the Compliance Sign-off fields with your sign-off information. Choose Facility Information… from the Tools menu. If you have not already done so, enter information in the Compliance Sign-off section and click (check) the Auto-fill new Compliance records checkbox. Viewing a Document Click any of the hyperlinked AD or SB numbers. The document appears in the Document Viewer (refer to Section 5). Note: Compliance information in a document can be copied directly from the Document Viewer into the Method of Compliance field of the Compliance View. In the Document Viewer, highlight the text by dragging the cursor over it. Then, do a right-click and choose Copy. Close or minimize the Document Viewer. In Compliance View, click the Method of Compliance field for that document. Do a right-click and select Paste. Adding More Information (DGAC support) Click the to see additional fields where you can enter an SB Number referenced in the document, a CAA AD equivalent of the document, the recurring Interval until the next compliance, or the Time Remaining (or cycles remaining) until the next compliance. (To include these fields in the report, choose the Expanded report type when printing the Compliance report. Refer to page 79.) Sorting the Compliance Record o From the View menu, choose Sort by>Effective Date or Sort by>AD/SB Number, or o Click the column field header you want to sort by. Sort order toggles between ascending and descending with each click on the column header. Filtering the Compliance Record o The Set Filter By fields across the top of the page allow you to filter in what gets displayed (and printed). In the Type field, choose FAA AD, SB, or EASA AD (if available). In the Status field, select any filter from the list. Status Filter 76 Result All Lists all documents (except when used in combination with a date filter). New Shows new documents added after an update. Recurring Shows only recurring documents. Recurring+New Shows recurring documents plus new documents added after an update. Hidden Shows the list of hidden documents. NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Add a date filter by clicking (checking) the Date checkbox and selecting date filters. If the Save Filter checkbox is selected, the filters you have saved and will automatically be applied the next time you open the profile. o You may also filter the list by any of the field headers in the Compliance Record columns. Click the filter button of the field and then select a filter. (Point the cursor on the column header you want to sort by. The filter button will appear on the upper right corner of the header.) Field Filter Result (All) Displays all documents in that particular field. (Custom) Opens the Custom Autofilter dialog to allow you to build a filter expression. (See Custom AutoFilter description below.) Not available in the AD or SB field (Blanks) Shows only the rows with no entries in the field where filter is applied. (Non blanks) Shows only the rows with entries in the field where filter is applied. Checked/Unchecked Shows only the rows where the Recurring checkbox is selected. In Recurring field only All Items/entries in the field header selected Filters the list by the selected item/entry. If you wish to filter by keyword or date ranges, you may do so by selecting the (Custom) filter option. The Custom AutoFilter dialog box allows you to build a filter expression. 1 2 1 2 3 Build an expression by selecting a relational operator (for example, equals, does not equal, is greater than, and so on) from the drop-down list in the left field and enter a keyword, phrase, or date on the right field. (Optional) To further limit the search, add a boolean operator (And/Or) and a second expression in your filter. Click OK to apply filter. NavigatorV 8.1 User Guide 77 Section 7 – Profile & Compliance Inserting a User-Defined Row (User Row) There may be ADs/ASIs/SBs that you wish to add to the Compliance Record, such as, historical ADs/ASIs/SBs that have been cancelled, rescinded, and have since been revised with different applicability or any other reason. However, the newly added documents will not be matched against other documents in the database to show applicability. From the Edit menu, choose Insert Row. A new (yellow) row is inserted at the beginning of the compliance list. The new row contains a temporary AD/SB number. Change this number with the document number you want to add, and then enter information in the other fields. The compliance list sorts automatically when you tab or click out of the row. Note: AD/SB numbers entered in user rows will not hyperlink to the document. You may also want to take note of your document as the compliance list sorts automatically when you tab or click out of the row. Hiding/Un-hiding a Row A row or rows that you feel are not necessary to include in your printed report can be hidden from the AD or SB Compliance Record. Select the row then choose Hide Row from the Edit menu. Conversely, you may un-hide the row by first selecting Hidden from the Status field (found at the top of the Compliance View), and then selecting the row and choosing Un-hide Row from the Edit menu. Cloning a Row Cloning is the method of duplicating a row. This feature comes in handy when you have documents for maintenance checks/services (for example, recurring ADs), that need to be performed at regular intervals and thus require a different schedule and sign-off information. To clone a row, click the row selector (see figure) then choose Clone Row from the Edit menu. Alternatively, you can rightclick and choose Clone Row. Clones are shaded yellow. Clone Row Selector Deleting a Row Only user-entered rows and clones may be deleted. Click the row selector and choose Delete Row from the Edit menu. Alternatively, you can right-click and choose Delete Row. 78 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Saving the File From the File menu, choose Save to save the Compliance Records to the same Profile & Compliance file, or choose Save As to save with another filename. In the Save As dialog box, enter a new filename and then click Save. Refer to the note about “Naming Your Profile & Compliance File” on page 78. Printing Compliance Records From the Compliance View File menu, choose Print. The Print Report dialog box lets you choose between three report types - Standard, Compact, or Expanded and select the components you would like to include in the report. Standard – report that follows the FAA Advisory Circular recommendation. Printed in 8½ x 11 landscape format. Compact – report printed with compressed fields in 8½ x 11 portrait pages. The compressed formatting allows for more rows to fit on one page. Expanded – a report similar to the Standard type but includes entries in the More Information fields. (Refer to the topic “Adding More Information” on page 76.) A preview of the report will be displayed. Use the toolbar icons to change the zoom setting, move between pages, find text, or export the report. Use the Export Report RPT, PDF, DOC, XLS, or RTF format. Click to export (convert) the Profile into to start printing. NavigatorV 8.1 User Guide 79 Section 7 – Profile & Compliance Exporting Compliance Records Compliance Records can be exported (converted) to RPT, PDF, DOC, XLS, or RTF formats. Refer to “Printing Compliance Records” on page 79. Adding a Company Logo in the Printouts Choose Facility Information from the File menu. Click the Change Image button and navigate to the logo image file. (The file can be a BMP, JPG, PNG, or a TIF. Recommended dimensions of the image: 50 pixels x 100 pixels.) Click (check) Include in Compliance reports. Click OK to save your entries. To print, refer to “Printing Compliance Records” on page 79. Activating the Auto Backup Automatically backup your Profile & Compliance files when you exit the NavigatorV application. To activate auto backup, choose Settings from the Tools menu. In the Settings dialog box, click the Backup tab. Click the Enable auto backup checkbox and choose a backup location. Refer to “Backup” in Section 11 for details. Profile Recovery Profile & Compliance features an automatic file recovery utility. This utility saves the changes you make to a Profile & Compliance file every 3 minutes. If a system error occurs while you are editing a file and causes you to restart your computer, just restart Profile & Compliance. The Profile Recovery dialog box will be displayed. It will show you the name of the file that contains the last saved changes. You may then choose to save or delete the recovered file. To save the file, make sure the Recover? checkbox is selected. 80 NavigatorV 8.1 User Guide Section 7 – Profile & Compliance Importing Profile & Compliance Files Convert your Navigator 3.6 files and those you have created with another application into the NavigatorV format. From the Profile & Compliance File menu, choose Import. Select the application file you would like to import and click Next. The Import Wizard will prompt you to select the file(s). Importing Navigator 3.6 Files When you import Navigator 3.6 Compliance Records, make sure that the files refer to the same aircraft. If the Profile file used to create the Compliance Records is available, you can include this file in the import. NavigatorV merges the Profile and Compliance Records into a single file. If you do not have the source Profile, you can still perform the import. NavigatorV will reconstruct the Profile from information it derives from the Compliance Records. Original files are kept intact and can still be used in Navigator 3.6. Hint – Make sure the use of serial numbers is consistent on every page of the source file in order to avoid creating duplicate components. 1 2 Click the Select Compliance Record Files button and select all the Compliance Records for the aircraft. The paths to the Navigator 3.6 Compliance Records you selected should appear in the Compliance Record Files field. NavigatorV 8.1 User Guide 81 Section 7 – Profile & Compliance 3 4 5 6 (Optional) If the Profile you used to create the selected Compliance Records is available, click the Select Profile File button and select the Profile. The path to the selected Profile appears in the Profile File field. Click Finish to proceed with the import. When importing is completed, the Profile component rows are populated. Click the Compliance View tab to review the Compliance Records. Note: Check the imported Compliance Records. The process of merging several files may have created duplicate entries. Go through the lists and edit/move the AD rows as needed. 7 Save the new file. Importing Files Created from Other Applications 1 2 3 4 5 Select file type you would like to import. Click the corresponding Select File button and select the file. The path to the file you selected should appear in the Import Wizard field. Click Finish to proceed with the import. When importing is completed, the Profile component rows are populated. Note: During the import, category, manufacturer, and model names from the source file are matched with names in the database. If an equivalent is not found, the Profile field that corresponds to that particular name entry is left “blank.” After the import, if the Profile has a blank field, manually select the closest equivalent name from the drop-down. A Profile row with a blank field will not be used in generating Compliance Records. 6 7 82 Click the Compliance View tab to create/review the Compliance Records. Save the new file. NavigatorV 8.1 User Guide SECTION 8 Creating and Managing Parts Requests NavigatorV provides the ability to create a parts request for a job when working in any NavigatorV document. After the parts request is created, you can track and manage the parts request through your part ordering process. The Parts tab provides the following capabilities: o Create a parts request from within any NavigatorV document, including the Illustrated Parts Catalogs or Service Bulletins o Create multiple parts request lists per job o Print a parts request or create a PDF of a parts request that can be attached to an email o Track parts requests through the part ordering lifecycle from a request to part receiving o Add employee and vendor information to make it easier to assign and track parts requests o Export a parts request to a XML or CSV (comma separated variable) file for import to another compatible system The following topics explain how to use the Parts tab. Basic Parts Request Workflow The Parts tab was designed to manage the parts request through your ordering and receiving process. The following roles and responsibilities can be used in the parts ordering process: o Parts Manager – setup the parts request job in NavigatorV. After the parts request is created by the mechanic, the Parts Manager works to create RFQs (Request for Quote) and order the parts. o Mechanic – create a parts list for a job from any NavigatorV publication (for instance, the Illustrated Parts Catalog). o Parts Receiving Manager – track that parts were received and then distributes the parts to the mechanic to complete the job. NavigatorV 8.1 User Guide 83 Section 8 – Creating and Managing Parts Requests The following graphic reviews the basic roles and responsibilities in the part ordering process. Parts Manager Receive and Distribute Parts for Job Setup Job Mechanic Parts Receiving Create Part Requests Order Parts and Track Bids Parts Manager Overview to Parts and the Parts Dashboard Below is the main window for the Parts tab. Click the Parts tab to display this window. Navigation Tree Click to display the Parts dashboard. Click to add a contact. See the topic “Using Company Contacts” for more information. Click to display Help. Quick status reports on Parts Requests. See the topic “Using the Parts Dashboard” for more information. For network users, select this checkbox to enable auto refreshing of the Navigation Tree. See the topic “Setting the Tree Automatic Refresh” for more information. Search the online AskBob Supplier Directory. Click to switch to the different Parts views. 84 NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests Using the Job & Parts Requests View You can setup the Parts tab to best match your current part ordering process as the tab is highly configurable. The following graphic describes the options that are available to you when setting up and configuring the Parts tab. Category – is a grouping of Jobs. Job – is a work event or work order. PR – is a Parts Request with a list of parts needed for a job. You can have multiple parts requests per job. When viewing a Job or Parts Request, the date the Job or Parts Request was created appears in the brackets. Changing Parts Views You can switch to one of three views when using the Parts tab by clicking the buttons in lower left of the Parts window. The views include: o Job & Parts Requests – is the primary view of Parts tab and organizes the information by categories and jobs. o Parts Requests By Status – displays all parts requests by their current status. See “Changing the Status of a Parts Request” for more information. o Company Contacts – allows you to enter, view, and edit company contact information used in the parts ordering process. See “Using Company Contacts” for more information. Setting up a Category, Job, and Parts Request You can configure the Parts tab to best match your current part request and ordering processes. We recommend that you setup your categories, jobs, and parts requests in the Parts tab before adding parts to a parts request. Important: Categories, jobs, and parts requests can also be setup when adding a part from within a NavigatorV document. To add a category: 1 Click Category: (New) in Job & Parts Requests view tree. The Job Category Record fields will be displayed (see figure next page). NavigatorV 8.1 User Guide 85 Section 8 – Creating and Managing Parts Requests The Comment field is optional. 2 Enter a new Category Name. A category name is a grouping for jobs. You may want to group jobs by facility, type of repair, year, and so on. 3 Click Add. To add a job: 1 Click Category: <Name> in Job & Parts Requests view tree. The default categories are “Active” and “Archived.” 2 Click Job: (New) and the new Job form appears. Fields with an * are required. All other fields are optional. Click Add New to add a new contact. Contacts that have been added appear on the drop-down list. Click Details to see all the information on a selected contact. 86 NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests 3 Enter the information for the job. Only the Job ID is required. Enter the information for the job as needed to support your business processes. See the section “Using Company Contacts” for more information on adding names to a job. 4 Click Add to create the new job. To add a parts request: 1 Select the Category, Job, and then PR: (New) in Job & Parts Requests view tree. Double-click to expand each level. Alternatively, click the + icon to expand the Job. 2 In the *Parts Request# field, enter a parts request name. A Parts Request cannot be called (New). You must enter a parts request name. 3 Click Save to create a new parts request. You can repeat steps 1 to 3 to create additional parts requests (depending upon your business processes). For instance, you might create a parts request per vendor to make it easier to create an RFQ. You can update the status of the parts request as it moves through the part order cycle. See the topic “Changing the Status of a Parts Request” for more information. NavigatorV 8.1 User Guide 87 Section 8 – Creating and Managing Parts Requests Adding Parts to a Parts Request from a Document You can add parts to a Parts Request from within a NavigatorV document (this is the recommended method). This allows your maintenance professionals to create a parts list when reviewing the manuals during a maintenance task. To add a part from within a NavigatorV document: 1 Open a document within NavigatorV. 2 Click Add Parts at the bottom of the Document Viewer. Category, Job, and Part Request are required and may already be populated by the Parts Manager. Alternatively, click New to create a category, job, and parts request #. See “Setting up a Category, Job, and Parts Request” for more information. 3 Select the Category, Job, and Part Request from the drop-down lists and then enter data into the other fields. If necessary, you can create a new category, job, and parts request by clicking the New button. After you create this information, the item appears on the drop-down lists. See the topic “Setting up a Category, Job, and Parts Request” for more information. Fields with an asterisk (*) are required fields. The other fields are optional and should be completed as necessary to support your part ordering process. See the topic “Understanding the Fields in Parts” for more information on a specific field. You can copy and paste between the NavigatorV manual and the Parts form to speed up the data entry. Be sure to validate that the information was copied correctly. 88 NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests 4 Click Save and Close to add a part to the list. Alternatively, click Save and Add Another Part to continue to add parts to the list. If you want to close the form, click Close Form and form closes and no changes are made to the parts list. Adding Parts to a Parts Request Using the Parts Tab You can also use the Parts tab to enter parts. You may find this more convenient for adding consumables such as engine oil. To add a part using the Parts tab: 1 Select the Parts Request (PR) in the Job & Parts Requests view tree. Below is an example of how to navigate to your Parts Request. Double-click to expand the tree. Click to select the Parts Request (preceded by PR). The selected row appears in a darker color. 2 Click the Add Part button found below the PARTS REQUEST fields. Parts Request Line form appears. The Add When adding or editing a part in the Parts tab, Fulfillment fields appear. After a part is ordered, you can use the fields to track cost, shipping information, and date the part was received. Refer to the topic “Receiving and Part Fulfillment” for more information. Fields with an asterisk (*) are required. Press the [Tab] key to move between fields. Complete as many fields as required to support your business processes. See the topic “Understanding the Fields in Parts” for more information on a specific field. NavigatorV 8.1 User Guide 89 Section 8 – Creating and Managing Parts Requests 3 Enter the part information and click Save and Close. Alternatively, click Save and Add Another Part to continue to add parts to the list. If you want to close the form, click Close Form and form closes and no changes are made to the part list. Changing the Status of a Parts Request You can change the status of a parts request so that you can track the parts request through the ordering process. To change the part status: 1 Select the Parts Request (PR) in the Job & Parts Requests view tree. 2 Select the Status of the Parts Request from the drop-down list. The status is saved immediately after you save the request. By default, the Parts Request status is set to “Request.” Note: To view the Part Requests by their status, click Parts Requests by Status button found at the lower left corner of the Parts window. Receiving and Part Fulfillment You can use the Parts tabs to track part receiving and fulfillment information. You must use the Parts tab to access the Fulfillment fields (the fields are not available from within a NavigatorV document). To add receiving, costing, and part fulfillment information: 1 2 90 Select the Parts Request (PR) in the Job & Parts Requests view tree. Display the edit form (Edit Parts Request Line) for the part using one of the following methods: o In the PARTS REQUEST list, double-click the part. o In the PARTS REQUEST list, right-click on the part and select Edit. NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests 3 Enter information into the Fulfillment fields. See the topic “Understanding the Fields in Parts” for information regarding a specific field. 4 Click Save and Close. Exporting Part Information to Other File Formats When working with Parts, you can select a Category, Job, or an individual Parts Request and perform the following operations: Exporting to CSV This allows you to export part information to a CSV (comma separated variable) file that can be imported into most spreadsheet applications. To export part information to CSV: 1 2 In the Job & Parts Requests view tree, point the mouse cursor to the Category, the Job, or the Parts Request that you want to export. (You cannot export from any other Parts view.) Right-click and select Export to CSV. Select another folder where you want the records. Depending upon whether you selected a category, a job, or a parts request, the appropriate fields are checked automatically. Output filenames appear in the text boxes after you click Export. NavigatorV 8.1 User Guide 91 Section 8 – Creating and Managing Parts Requests 3 Click Export to create the CSV files. Two files are created for the Parts Request -- the header file which contains basic information regarding the Parts Request, and the Parts Request Line file which contains details of each part included in the Parts Request. Exporting to XML This allows you to export a parts request to an XML file. The XML file “tags” or identifies the different part data elements to make it easier for other programs to use or import the data. To export a parts request to XML: 1 2 In the Job & Parts Requests view tree, point the mouse cursor to the Category, the Job, or the Parts Request that you want to export. (You cannot export from any other Parts view.) Right-click and select Export to XML. Select another folder where you want the records. The path and file appear in the text path after you click Export. 3 Click Export to create the XML file. Copying and Merging Part Information You can copy and merge parts requests that you have previously created in the Parts tab. This makes it easier to re-use an existing parts list or combine several parts requests into a single file for archiving or reporting purposes. To copy or merge parts requests: 1 92 In the Job & Parts Requests view tree, point the mouse cursor to the Parts Request that you want to copy. NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests 2 3 4 Right-click and select Copy. Then, point the mouse cursor to the Job (where the Parts Request selected in step 1 will be copied into) or the Parts Request (where the Parts Request selected in step 1 will be merged into). Right-click and select Paste. Select “As A New Parts Request #” to add a copy of Parts Request into the selected Job. You must type in a Parts Request number to copy the parts list to a job. Select “Append to Existing Parts Request #” to merge with the selected Parts Request. The name of the selected Parts Request appears in the text box. 5 Click OK. Printing a Parts Request You can print any parts request. When printing a parts request, you can select to print the request or save it to a PDF file. To print a part request: 1 2 In the Job & Parts Requests view tree or the Parts Request by Status view tree, point the mouse cursor to the Parts Request that you want to print. Click the right mouse button and select Print. From and To names appear in the Parts Request. - From is an employee at the facility that is ordering the Parts Request. - To is the name of the vendor or person you want to receive the Parts Request. To add or edit a name in the drop-down lists, see the topic “Using Company Contacts” for more information. NavigatorV 8.1 User Guide 93 Section 8 – Creating and Managing Parts Requests 3 Click Print Preview to view the Parts Request before it is printed. To save the Parts Request to a PDF file, click Save to PDF. 4 In the Print Preview window, choose Print from the File menu. Alternatively, click the Print icon on the toolbar. Using the Parts Dashboard The Parts Dashboard is available from anywhere within the Parts tab and provides you with you quick status reports and access to Parts functionality. To view the Parts dashboard: 1 Click the Parts tab. 2 Click Parts Dashboard button at the top of the Parts window. Using the Quick Summary Reports Quick summary reports of the Parts Requests in the current database. Age of any Parts Requests (within 2 weeks) Status of Parts Requests Priority requested parts Searching for Vendors Using the AskBob Supplier Directory The AskBob Supplier directory is an online directory of part vendors. You can consult the directory to locate a part or service vendor. You must have Internet access to use the AskBob Supplier directory. 94 NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests To search for a vendor: 1 Click the Parts tab. 2 Enter a keyword (optional) and select a vendor category. 3 Click Search. Using Company Contacts You can use company contacts to add employee, facility, and other contact information. Contacts are used in Jobs and when printing a parts request. To enter a new contact: 1 Click Company Contacts button (lower left corner of the Parts window). Alternatively, you click Parts Dashboard and click Add a New Contact. 2 In the Contact Name field, click New then enter the name of the contact person. NavigatorV 8.1 User Guide 95 Section 8 – Creating and Managing Parts Requests 3 Enter the contact information. Only the Contact Name field is required. You cannot duplicate a contact name. 4 Click Add. To modify an existing contact: 1 2 3 4 Click the Company Contacts button (lower left corner of the window). In the Company Contacts view tree, select the contact in the list. Click Modify This Contact. Make your change and click Update. Setting the Tree Automatic Refresh In a network environment, users on different machines will be able to create or remove Parts data, for instance, categories and jobs. As changes are made to the database, it is important that the Parts navigation tree refresh automatically so that everyone sees and works on the same tree data at all times. Refresh rate setting is defaulted to 30 seconds. You may change this setting any time. To enable automatic tree refresh: 1 2 3 Go to the Parts Dashboard. Select the option Refresh Data in Tree View Automatically. (Optional) From the Tools menu, click Settings and open the Parts tab. In the Parts Tree View Refresh field, change the refresh rate, then click OK. Backing Up or Restoring the Parts Database Backup files of the Parts database are date and time stamped. This allows you to easily identify the backup file to restore from in case some data on the current database accidentally got deleted or becomes unusable. To backup the Parts database: 1 2 3 96 From the Tools menu, click Settings and open the Parts tab. (Optional) In the Parts Request Backup section, click Choose Location to change the backup file directory. Click Backup Now to create the backup. The Last Backup will show the date and time the current backup was made. NavigatorV 8.1 User Guide Section 8 – Creating and Managing Parts Requests To restore a backup: Note: You will need to restart NavigatorV after restoring a Parts database. 1 2 3 4 5 From the Tools menu, click Settings and open the Parts tab. In the Parts Request Backup section, click Restore. Double-click the database file you would like to restore. Click OK to close the Settings dialog box. Restart NavigatorV. Understanding the Fields in Parts The following table describes the different fields available in Parts. Based on your current part ordering process, you can decide which fields to use or not. Most of the part fields are optional and not required. Part Field Description Size (# of characters) Record Information Fields Category A grouping of jobs. By default, Active and Archived are the default categories. However, you might want to create a category by facility, year, or type of repair. 20 Job A work event or work order associated with an invoice. You can create as many jobs as required by your facility. 20 Part Request # A list of parts needed for a job. You can have multiple part requests per job. 20 Sqk Item by the customer to be assessed and repaired as needed. The field is an abbreviation for Squawk. 3 Priority List of common job priorities. The drop-down list provides a description of each type of priority. NA Tech The technician or mechanic making the request for parts. 50 Part Identification and Requirements Fields Part Number Number of the part as it appears in an OEM or vendor manual. 32 NavigatorV 8.1 User Guide 97 Section 8 – Creating and Managing Parts Requests Description Description of the part. This field is often referred to as Nomenclature. 255 Alt Part Number of another part that also can be used for the repair if the first part cannot be located. 32 Part Manual Notes Information that can be recorded about the publication used when ordering the part. For instance, the manual name, page number, and revision date. 255 Ref # Number used in many OEM part manuals to differentiate parts. 50 Mfg Manufacturer of the part being requested. 55 ATA Industry standard for the content, structure, and electronic exchange of aircraft engineering, maintenance, and flight operations information. You can enter a complete or partial ATA code. NA Needed Date the part is needed by to complete the repair on time. NA Qty Number of a specific part that is required for a repair. NA UOM Unit of measure for the part being requested. NA Condition List of common part conditions. The drop-down list provides a description of each condition. NA List Price Price of the part being requested. Prices are provided from the OEM or part vendor based on an RFQ. Typically, the list price does not appear in an OEM publication. NA Used On Reference used in many OEM part catalogs. The field is often referred to as Effective On. 20 Cost Amount charged by the vendor. NA Freight Amount charge for shipping. NA ETA Estimated Time of Arrival is the estimated date the part is to be delivered. NA Received Date the part was received. NA Ship Via Drop-down list of the most common shipping methods. NA Ship Notes Additional text field to record shipping notes. 255 Fulfillment Fields 98 NavigatorV 8.1 User Guide SECTION 9 Managing Libraries Managing libraries is one of the most important tasks with NavigatorV. While NavigatorV provides tools to help keep you aware of currency, understanding what to do about changes in your subscription such as renewal and replacing a library will help keep your experience seamless throughout the transition. This section will highlight the use of Product Registration, Content Installation, and Managing Library User Accounts. Product Registration Add or renew your library subscription from Product Registration. From the NavigatorV Tools menu, choose Product Registration. (You can also open Product Registration by clicking the short-cut from the Windows Start button – Start>Programs>NavigatorV>Product Registration.) To get a printout of your registered products, right-click inside the dialog box and click Print Preview. In the preview window, click Print to start printing. NavigatorV 8.1 User Guide 99 Section 9 – Managing Libraries Adding a Library Important: Close all sessions of NavigatorV before proceeding. With the Product Code(s) and Access Code(s) of your new library subscription(s) on hand, do the following: 1 2 3 4 In the Product Registration dialog box, enter the new Product Code and the new Access Code (include dashes) in the appropriate fields. Click the Add to Registered Products button to add the new product in the Registered Products pane. Repeat steps 1 and 2 for each Product Code/Access Code you wish to register. When finished, close Product Registration. The installer will connect to the Internet to verify your Group ID number. If the installer is not able to connect to the Internet, you will be prompted to enter this number. If prompted, enter your Group ID number, then click OK. (This information can be found on the sticker inside the NavigatorV disc box.) Note: On the next step, if you have been updating revisions with EZ Update, make sure to select Yes for installing library content. You may want it to run the installation overnight. 5 The content needs to be updated. The message “Update with EZ Update?” appears. Click Yes to start EZ Update content installation, or click No to install content from disc. Refer to the topic “Library Content Installation” on page 104 for instructions on how to install content from disc. Notes: ATP recommends that you install ALL content on the hard drive for convenience and for improved system performance. You will be able to access the documents faster and, for multiple-disc libraries, since all the information you need is on the hard drive, you will not have to swap discs to retrieve information. In a network environment, please check the library assignments in all user accounts. By default, the new library has been added to all users. Refer to “Managing Library User Accounts” on page 107. 100 NavigatorV 8.1 User Guide Section 9 – Managing Libraries Renewing a Library Within 45 days from the expiration of a product (library) license, the library status “Libraries Ready to Renew” will be displayed on the Welcome tab (refer to “The Welcome Tab” in Section 3). If you have Internet connection, a Renew Only Here link is provided on the upper right corner of the Welcome tab. Note: For users without Internet connection, contact Customer Care at the following numbers: 800.227.4610 (U.S. & Canada) or +01.415.330.9500 (Worldwide). Click Renew Online Here and do the following: 1 2 3 On the EZ Renew page, select the product or products that you wish to renew. (Products up for renewal have been pre-selected for you. You may de-select if necessary.) Click Proceed to Checkout. Enter payment information. Make sure to include your email address. (This address will be used for the renewal confirmation email.) 4 Click Continue Checkout. 5 Review the renewal information, then click Submit Renewal. 6 Print the acknowledgment page for your records. A confirmation email will be sent to you shortly. From the time the email was sent, the activation of the renewal starts. Allow 24 hours for the activation process. After 24 hours, you may then update your products’ Access Codes in Product Registration. To update Access Codes, do the following: 1 Open Product Registration. (From the NavigatorV Tools menu, choose Product Registration. You can also open Product Registration by NavigatorV 8.1 User Guide 101 Section 9 – Managing Libraries clicking the short-cut from the Windows Start button – Start>Programs>NavigatorV>Product Registration.) 2 3 Click the Download Access Code Online link for a renewed library. In the Confirm Update message, click Continue. The status for the library will now indicate “Current” and a new expiration date is shown. 4 Repeat steps 2 and 3 to update another Access Code. 5 Close Product Registration. If there is a problem with downloading, you may update the library by entering the Product Code and Access Code in the Product Registration fields, and then clicking Add to Registered Products. Access Code information can be found on the invoice that was mailed to you. Or, you may contact ATP Customer Care at the following numbers: 800.227.4610 (U.S. and Canada) or +01.415.330.9500 (Worldwide). Replacing a Library If you have upgraded your library subscription and have received a new Product Code and a new Access Code, replace the old Product Code with the new code by following this simple rule: FIRST ADD the New Code THEN REMOVE the Old Code Doing so will make the whole process easier and faster. Refer to “Adding a Library” on page 100 for instructions on how to add the new Product Code. When the new code has been added, you can then remove the old code. In the Registered Products pane, click the Product Code you wish to remove, and then click Remove Selected. In the confirmation message, click Yes. 102 NavigatorV 8.1 User Guide Section 9 – Managing Libraries Changing Your Subscriber Number Important: Please close the Disc Manager and all sessions of NavigatorV before proceeding. All registered products listed in the Product Registration dialog box are tied to your Subscriber Number. If, for some reason, your Subscriber Number should change, you will have to register the new Product Code(s) associated with the new Subscriber Number. The old Product Codes will be removed from the list of registered products. To change your Subscriber Number: 1 2 3 Click the Edit Subscriber Number link found at the bottom of the Product Registration dialog box. In the confirmation message, click Yes. Enter your new Subscriber Number (do not include dashes) then click OK. Your Subscriber Number should appear below the Registered Products pane. Refer to “Adding a Library” on page 100 for instructions on how to register the Product Code(s). Note: In a network environment, please check the library assignments in all user accounts. Refer to “Managing Library User Accounts” on page 107. NavigatorV 8.1 User Guide 103 Section 9 – Managing Libraries Library Content Installation Installing Library Content on the Hard Drive In this topic, you will learn how to install your library content on the hard drive. You can install content any time if you have not done so during the NavigatorV® installation, or if you have added a new library Product Code in Product Registration. ATP recommends that you install ALL content on the hard drive for convenience and for improved system performance. You will be able to access the documents faster and, for multiple-disc libraries, since all the information you need is on the hard drive, you will not have to swap discs to retrieve information. There are two options in installing content. You can either install from disc or over the Internet. If installing from discs, please be ready with the latest library content discs. Launch NavigatorV and open the EZ Update tab. In the Content column, you will see the content status of each library. Remove Content indicates that the content for the library is installed and that you can remove it if necessary. Install Content suggests the action you can take for library content that is currently not installed. Under each library, you will find disc numbers and disc dates. They should match the numbers and dates of the discs that you now have. To install content, do the following: 1 2 3 4 Click Install Content. Select the library or libraries you would like to install content to. Compare the Required Space against the Available Space. If the available space is more than the required space (plus at least another 500MB of additional space), skip to step 5. De-select a library (or libraries) and re-check space requirements. 104 NavigatorV 8.1 User Guide Section 9 – Managing Libraries o If after de-selecting, the available space is at least 500MB more than the required space, skip to step 5. Note that only the content of the selected library or libraries will be installed. o If after de-selecting, there is still not enough space, click Cancel. Your hard drive will not be able to hold more library content. (However, you will be able to access content directly from disc. NavigatorV will prompt for the appropriate disc when you click on a document link.) Note: If you cancelled because you do not have enough space on the hard drive, you will have to remove files from your computer to make room for more content. You can run the content installation again from the EZ Update tab. 5 Click the Install Selected Content button. In the Select Installation Method dialog, there are two options for installing library content – Install via EZ Update and Install from Disc. Note: ATP recommends installing content from disc. Unlike update revisions which are smaller in size and can be downloaded faster from EZ Update, full library content is much larger and will take longer to download. Please be ready with your NavigatorV library content discs. You will be prompted to insert them during the installation. o Install via EZ Update – installs the content over the Internet using the NavigatorV EZ Update service. o Install from Disc – installs content from the library content disc(s). A disc prompt will appear for each required disc. Insert the appropriate disc at each prompt. Make sure that the label and date of the disc match the information on the prompt. (After inserting the disc, wait a few seconds for the program to detect it. You may have to click the Reload button if the program does not continue.) 6 After the installation, the Installation Complete message appears. Close the message box. The content status for the library should now be Remove Content. NavigatorV 8.1 User Guide 105 Section 9 – Managing Libraries Removing Library Content from the Hard Drive Below are instructions for removing library content from the hard drive should you have to remove content because of space limitations or for some other reason. Note: When content to a library or libraries has been removed, NavigatorV will prompt you to insert discs if you try to open documents in those libraries. Do the following: 1 Launch NavigatorV and open the EZ Update tab. 2 In the Content column, click Remove Content. 3 Select the library or libraries you would like to remove content from. 4 5 Click the Remove Selected Content button and click Yes in the confirmation message. When content has been removed, the Uninstallation Complete message appears. Close the message box. Content status for the libraries should now be Install Content. (NavigatorV will now be prompting for a disc when you try to open a document in those libraries.) Reinstalling Content This feature allows you to reinstall content for any of your libraries should your content files accidentally be deleted or become unusable. Do the following: 1 2 3 4 Launch NavigatorV and open the EZ Update tab. Click the Reintall Content link found at the bottom right corner of the window. Select the library or libraries you would like to reinstall content to. Follow steps 5 and 6 on page 105. 106 NavigatorV 8.1 User Guide Section 9 – Managing Libraries Managing Library User Accounts Library user accounts are one of the more flexible features to network users. They allow multiple users to be logged in without dedicating all licenses for all libraries with every logged in user. Libraries can be assigned and re-assigned among user accounts while users can be added and removed as desired. There is no limit to the number of user accounts that can be created and libraries are only limited by the user licenses of your subscription. To create or edit library user accounts, open the User Administration dialog box either from the Windows desktop (Start>Programs>NavigatorV>User Administration) or from the NavigatorV Tools menu (Tools > User Administration). Note: Each running instance of NavigatorV takes up some licenses. This means that if you run NavigatorV just to open User Administration, you will be taking licenses away from other users, specifically the network clients. To avoid this, open User Administration from the Windows desktop or, if necessary, remove libraries assigned to the “default” user name. Refer to “Default User for Network Administrator” on page 109 for details. o To add a new user account, click the Add button. In the Add New User box, enter a user and password, then click Next. Select the libraries for the new user, then click Finish. o To edit a user account, select a user name and then click Edit. In the Edit User box, make the necessary changes, then click Next. Select/de-select libraries, then click Finish. o To remove a user account, select a user name and then click Remove. NavigatorV 8.1 User Guide 107 Section 9 – Managing Libraries Once the library user accounts have been set, Client users should be notified of their user names, passwords, and libraries. They will need the information when they start NavigatorV. To illustrate how users and licenses can be effectively managed, consider the following sample setup. In a network of 4 Client users, NavigatorV was installed with 2 licenses of the FFW library, and 2 licenses of the BHG library. Each of the 4 Client users needs to work on a specific library or libraries, Client User Library User1 FFW User2 BHG User3 FFW and BHG User4 BHG Without library user accounts, each user will be able to access both libraries at the same time, therefore the two users who open NavigatorV first will use up the licenses of both libraries. The other two users will not be able to access any library because all the licenses are taken. In addition, no library user accounts will mean there is no password protection enabled. By creating user accounts, you can assign users with just the library they need, so that each user can work on his/her library at any time. The illustration below shows how user accounts can be setup so that licenses can be shared among the Client users. Content Host User1 User4 FFW BHG FFW BHG* User2 FFW BHG* User3 FFW BHG* * Since there are only 2 licenses for BHG, the first two users who log in will be able to access the BHG library. User3 will, however, always be able to access the FFW library. 108 NavigatorV 8.1 User Guide Section 9 – Managing Libraries Adding a New User There will be instances when a new user or users have to be added in the network. You either need to purchase new library licenses to account for the new users or stay with your current number of licenses and simply share resources. Let’s say that you prefer the latter. Using the same sample setup, if a User5 is added and the BHG library is assigned to that user, the new setup will be: Content Host New User User1 User5 FFW BHG FFW BHG User2 User4 FFW BHG FFW BHG User3 FFW BHG In this setup, the licenses of the BHG library will now have to be shared by four users – User2, User3, User4, and User5. The first two users who open NavigatorV will be able to access the BHG library. The other two users will have to wait until one or both active users close NavigatorV thereby making licenses available. Checking Active Users The Network Administrator can check to see who is currently using NavigatorV, which machines they are on, which libraries they are accessing, and at what time they started using NavigatorV. With this information, the Network Administrator will be able to monitor usage, and gauge if there are adequate licenses available to users. The list of active users can be accessed by the Network Administrator from the Active Users tab of the User Administration dialog box. Client users can see Active NavigatorV 8.1 User Guide 109 Section 9 – Managing Libraries Users if one or more libraries are not available when they log in. They simply click the View Active Users link on the corresponding message box. Inactivating an Active User There may be occasions when you have to inactivate a client or clients. If a client user is inactivated, library content will (in the current session) be inaccessible to that user and the licenses of the libraries assigned to that user is made available to other client users. To inactivate, open the Active Users tab then select the user or users you want to inactivate. Click the Remove button and click Yes in the confirmation message. Note: If a user or users have been inactivated, they will have to restart NavigatorV to get activated. Editing User Accounts After Adding a New Library By default, when a new library or libraries are added in NavigatorV, these libraries will be added to all user accounts. (Refer to “Adding a Library” on page 88 for more information). You will need to de-select the new libraries from the accounts of users who will not be using them. Refer to instructions on page 94. “Default” User for Network Administrator As the Network Administrator, you can choose to set yourself a user name and password or simply use “default.” The “default” user is an automatically generated user name without a password and can be used by the Network Administrator to start NavigatorV. This user is set to have access to all the libraries. If the Administrator’s role is to oversee user and library management, the libraries assigned to “default” can easily be edited or removed so that the licenses to any or all the libraries are given to the Client users. To remove libraries from “default,” select the “default” user name and click Edit. In the Edit User box, click Next, unselect libraries, and then click Finish. 110 NavigatorV 8.1 User Guide SECTION 10 Managing Content Revisions ATP® provides updates to your content to keep your libraries current with the latest information. Receiving these updates and integrating the new content into your libraries must be done regularly. ATP provides flexibility with options for doing this. 1. Fully Automated* – Use EZ Update to download revisions over the Internet and use the EZ Update Scheduler to automatically download based on your preferred frequency. Refer to “Setting up the EZ Update Scheduler” on page 116. 2. Semi-Automated* – Use EZ Update to download revisions on demand when you choose to manually run EZ Update. Refer to “Running EZ Update On Demand” on page 114. 3. Manually – Do not depend on the Internet at all and manually load revisions through discs. Refer to “Updating from Disc” on page 118. *Automated with Disc Backup – You can choose either of the automated options to update your content and still have discs with the same content delivered to you for back-up. EZ Update Revisions ATP can deliver content revisions multiple times during the week with EZ Update. Use the EZ Update Scheduler to automate the receiving and installing of your content updates. Click the EZ Update Scheduler Settings button in the EZ Update tab to set the time and day for automatic downloading. To prepare for any scheduled download, please remember to do the following: 1. SET UP the EZ Update Scheduler with your email address. (Refer to “Setting up the EZ Update Scheduler” on page 116.) 2. CLOSE all NavigatorV sessions. 3. Leave your computer turned ON. 4. Make sure the Internet is CONNECTED. (Wireless connections may have multiple attempts with longer downloads). 5. For laptops, TURN OFF the automatic power save setting. From the Start menu, go to Control Panel > Power Options > select Never for System standby when computer is plugged in. NavigatorV 8.1 User Guide 111 Section 10 – Managing Content Revisions Once a content revision is successfully downloaded, you will be notified by email. As a precaution with EZ Update, allow for roughly double the size of your libraries in storage space. Check storage location by going to Tools > Settings > EZ Update > then the Folder for temporary EZ Update files and redirect if necessary. Downloading Updates via EZ Update The EZ Update feature of NavigatorV allows you to download application and library content updates over the Internet. The process involves automatically checking for any updates that might be available for your libraries, downloading, and subsequent installation of updates. EZ Update is only available on a Stand-alone or Network Manager machine. Clients, upon starting NavigatorV, will detect updates from the Network Manager machine. Updates may then be downloaded and installed on the Clients. Reminder: Updates are available only for active subscriptions. Make sure your subscription does not lapse. Refer to Section 9 for instructions on how to renew library subscriptions. Are you using a Proxy Server? If you connect to the Internet through a proxy server, you may need to change the ATP NavigatorV proxy settings if your system requires or uses any of the following: o A proxy server that requires a user name and password. o A Local Area Network configured to “Automatically detect settings” or to “Use automatic configuration script.” (Check if these options are selected -- From the Internet Explorer browser, choose Tools>Internet Options. Click the Connections tab, then click LAN settings.) To change the proxy server settings, choose Settings from the Tools menu, and then click the EZ Update tab. Refer to “Proxy Server Settings” on page 126 for instructions. 112 NavigatorV 8.1 User Guide Section 10 – Managing Content Revisions You can run EZ Update from the EZ Update tab. The different features of the EZ Update tab are described below. A E B F C D A EZ Update Status – May show any of the following: EZ Update is available, if Internet and EZ Update server connectivity is good EZ Update is unavailable, if the EZ Update server is down EZ Update cannot be reached, if there is a problem that prevents EZ Update from retrieving information A new application is available, if EZ Update is ready to download a new version of NavigatorV B EZ Update Buttons – There are two options for running EZ Update: Run EZ Update, this option is for running an update over the Internet on demand. EZ Update executes in the background to enable you to perform other tasks while content updates are being downloaded. When EZ Update is ready to install the updates, you will be prompted to close NavigatorV. EZ Update Scheduler Settings, for setting a definite day and time for running an automatic update over the Internet. Refer to “Setting up the EZ Update Scheduler” on page 116 for more information. NavigatorV 8.1 User Guide 113 Section 10 – Managing Content Revisions C Library - Displays all the registered/active libraries including disc numbers and dates. The “Current Revision” column shows the current revision dates for the libraries; “Library Status” indicates whether a library is Current or if you should Run EZ Update (if EZ Update is available) or if there is a Revision Available (if EZ Update is unavailable); the “Content” column will indicate Remove Content if content for a library is fully installed on the hard drive and Install Content if content was not installed. Refer to Library Content Installation on page 103 for details. D Library Content Information – Shows you where library content is currently installed and how much space is available on that location. A Reinstall Content option is available should a reinstallation of library content is necessary (refer to “Reinstalling Content” on page 105 for details). Click Print Report to get a printout of the library information. E Last Successful Update / Last RevisionType – Shows you the date of your last update and whether the update was done via EZ Update or from disc. F Show EZ Update History - Shows a record of past EZ Update activities. The date, time, and status of each transaction are logged. If EZ Update is currently running, you can refresh the log to view the latest update status. To refresh, right-click inside the pane and click “Refresh EZ Update History.” Running EZ Update On Demand Run EZ Update whenever you see the status “Run EZ Update” for any library in the EZ Update tab. (The other places where you can check statuses are the Welcome tab and the Disc Manager. Refer to “Tracking Revisions in NavigatorV” on page 120.) Notes: To activate email notification, choose Settings from the Tools menu, then click the EZ Update tab. In the Notifications block, enter your email address in the appropriate field and select the type of notification you would like to receive. If you connect to the Internet through a proxy server and have not changed the proxy server settings, choose Settings from the Tools menu, and then click the EZ Update tab. Refer to “Proxy Server Settings” on page 126 for instructions. Do the following: 1 114 In the EZ Update tab, click the Run EZ Update button. NavigatorV 8.1 User Guide Section 10 – Managing Content Revisions EZ Update starts, connects to the EZ Update server, and checks for updates. EZ Update downloads the update files. The speed at which the updates are downloaded is indicated on the right. 2 3 When all the necessary files have been downloaded, you will be prompted to close the NavigatorV and other related programs that may be running. Close the program(s) indicated and click Retry. EZ Update will then install the updates. Note: If a new version of the EZ Update program has to be installed, the EZ Update service will automatically close and restart. NavigatorV 8.1 User Guide 115 Section 10 – Managing Content Revisions 4 5 “Update complete” appears after the installation, Click Exit. Your libraries are now up to date. Start NavigatorV and check the content currency status shown in the Welcome tab and the EZ Update tab. Setting up the EZ Update Scheduler To set EZ Update to automatically download and install application and content updates from the Internet, you simply have to specify the day and time that you want EZ Update to run. Do the following: 116 1 In the EZ Update tab, click the EZ Update Scheduler Settings button. 2 The EZ Update settings tab appears. NavigatorV 8.1 User Guide Section 10 – Managing Content Revisions 3 4 In EZ Update Automatic Schedule Options, make sure the Enabled checkbox is selected. (This checkbox is selected by default. EZ Update will run automatically using the default settings.) Select the day and time to execute automatic updates. Note: Set the EZ Update scheduler to your desired local time. EZ Update will automatically calculate the time zone difference and will make the necessary adjustments. 5 6 7 In the Automatic EZ Update Email Notifications block, if you would like to receive email notifications regarding availability of updates and/or status of a revision download, make sure that you have entered your email address and that the checkboxes are selected. (If you entered your email address during the NavigatorV installation, it will be shown in the field. You may change this address any time.) In the EZ Update Download Location, you can choose another folder for EZ Update temporary files. (EZ Update downloads updates into this temporary folder to make sure that the updated files have been downloaded completely before they are installed.) Choose between two Download Methods: BITS or Background Intelligent Transfer Service the Microsoft Windows standard method for transferring files. Downloading is done seamlessly in the background. This option is selected by default. FTP or File Transfer Protocol - a commonly used method for transferring files on any computer, regardless of the operating system used. Downloading with FTP is relatively faster Note: “Download a complete database with next revision” – This option is to be used only for troubleshooting and with instructions from ATP Customer Care. 8 9 If you connect to the Internet through a proxy server and have not changed the proxy server settings, refer to the “Proxy Server Settings” instructions on page 126. Click OK. EZ Update is now ready to run automatically. IMPORTANT! Make sure that NavigatorV and Product Registration are closed before the time EZ Update is scheduled to run. EZ Update will cancel if any of these applications are running. NavigatorV 8.1 User Guide 117 Section 10 – Managing Content Revisions Disc Revisions Content revisions delivered through disc will require you to manually load the disc(s) to keep your content current. Please take note of the revision discs and schedule below with your corresponding subscription libraries: Library Revision Disc(s) Schedule Regulatory only White 2 x per month Maintenance only White + Silver 1 x per month Regulatory and Maintenance White 2 x per month White + Silver 1 x per month Revision discs must be loaded every time you receive them. This includes the silver for Maintenance libraries. Replace only the revision discs in your box set. All revision discs are labeled with dates to indicate their currency. Special Note for Maintenance Subscriptions: Always insert the white disc first in content revisions. If you choose not to install content on your hard drive, you must have the silver discs available whenever you view documents. This also impacts your content revisions: o For libraries with fully installed content, you will be prompted for the content revision disc(s) of updated publications. o For libraries without content on the hard drive, only the updated database on the white disc will be installed. You will not be prompted for silver content revision discs. Updating from Disc Only Stand-alone and Network Manager machines need to run the disc updates. Network Clients, upon starting NavigatorV, will detect updates from the Network Manager machine. Updates will then be downloaded and installed on the Network Clients. To update from disc, do the following: 1 118 Insert the white Content Revision disc in the disc drive. The update program will autorun. (If autorun is turned off, select Run… from the Start menu. Type in D:\setup.exe, where D is the disc drive letter, then click OK.) NavigatorV 8.1 User Guide Section 10 – Managing Content Revisions 2 The Content Installation dialog box appears. 3 Click Next to start the content update installation. 4 o Step 1 installs the updated NavigatorV database. While the database is installing, do not remove the installation disc from the drive. A check mark will appear when the step is completed. o Step 2 (only if you have fully installed library content) installs the new and revised library content. You will be prompted for the content revision disc(s) of updated publications. After the content installation, close the Content Installation box. (Network clients can now launch NavigatorV to download the updates.) NavigatorV 8.1 User Guide 119 Section 10 – Managing Content Revisions Tracking Revisions in NavigatorV Tracking content revisions is easily managed in NavigatorV for any of the automated or manually updated options. If you have discs, you can switch between manual and automated methods based on your preference. The following are available to you in NavigatorV at any time for checking content status. Checking Status in the EZ Update Tab The EZ Update tab shows the currency of each library in your subscription. The Current Revision column shows the dates the libraries were last revised. A “Current” status indicates that your library content is up to date. You will need to run EZ Update if the status indicates “Run EZ Update” for any of your libraries. Refer to “EZ Update Revisions” on page 111 for details. Checking Status in the Welcome Tab The Welcome tab will give you a status message regarding your content currency. Displayed if you have the most current revision. Alerts you to update your library content to the latest revision either from disc or from EZ Update. Refer to “The Welcome Tab” in Section 3 for other status messages displayed in the Welcome Tab. 120 NavigatorV 8.1 User Guide SECTION 11 Enhancing Performance The NavigatorV software platform is designed to offer you flexibility with options for saving time. Depending on your computer, one or more opportunities may apply that you can use for performance improvement in your NavigatorV. Since computers can vary, it is up to the user to determine which configurations will work best for his or her operation. The following options affecting document viewing (non-PDF), reporting, troubleshooting, and downloading are customizable so that you can optimize your NavigatorV experience. If system memory or storage is an issue, these should definitely be considered. To access these settings, go to the Tools toolbar menu and then choose the Settings option. When you are finished making changes across the tabs, remember to click OK to save and close the window. Document Search and Retrieval Associated Service Information You can save time searching documents by limiting content in publication listings. In the General tab pictured below, see the option to Show Associated Service Information (ASI) for ADs (Airworthiness Directives). When this is unchecked, the Search results and the My Library publications list will not show related ASIs in the listings. So if ASIs are not in your interest, save time by telling NavigatorV to skip over displaying results with this information. NavigatorV 8.1 User Guide 121 Section 11 – Enhancing Performance Document Viewer Settings You can save time retrieving documents by limiting the memory that NavigatorV uses to display graphics in the Document Viewer. By specifying a threshold, NavigatorV will load the document and display its graphics in the document until the allowable memory is reached. After that, it will replace the remaining images in the document with “Click to view image” links. When a link is clicked, it will then display the graphic. So time is saved by viewing only the graphics that you want to see without waiting for all graphics to load. On the General tab pictured on the previous page, this setting can be adjusted by finding the Threshold field and selecting the MB memory (RAM) to allocate for graphics. Note that this setting does not apply to PDF documents. Cache Settings For customers who access content from disc, you can save more time retrieving documents by expanding the cache size. NavigatorV automatically makes a copy of documents recently accessed from disc to a cache folder. This allows for quicker access during the next time the same document is opened. You have options for the maximum space, location, and clearing of the cache. From the Cache tab pictured above: 122 o Change the Maximum amount of space to allocate to the cache (MB) by entering a value or by using the up/down arrow. o Click the Choose Location button to navigate and relocate the Folder location to store files in the cache. o To delete all files in the cache, click the Clear Cache button. NavigatorV 8.1 User Guide Section 11 – Enhancing Performance History Settings You can save time retrieving recently viewed documents with the History toolbar menu. NavigatorV keeps a log of documents that you open and lists the most recently viewed items for quick access. You can instantly open any previously displayed document in the list from the History menu. In the Display tab pictured on the previous page, specify the Number of documents to be kept in the history log by entering a value or by using the up/down arrows. To delete entries in the log, click the Clear History button. Profile & Compliance Facility Information You can save time in Profile & Compliance report generation with an automated header showing your facility information. Fill in the information once and it will copy to each report you generate thereafter. Change it again at any time. On the Facility Info tab pictured above, enter the Facility Information and select the Include in Compliance reports checkbox. To include your logo on the reports, click the Change Image button and navigate to the logo image file. If you make a mistake, you can use the Clear Image button to remove the current logo file. Note: The logo file can be any of the following formats: BMP, JPG, PNG, or TIF. Recommended image dimensions: 50 pixels x 100 pixels. NavigatorV 8.1 User Guide 123 Section 11 – Enhancing Performance Compliance Sign-Off You can save time with pre-filling compliance sign-off information on new Compliance Records. On the Facility Info tab pictured on the previous page, click the Auto-fill new Compliance records checkbox to activate the pre-fill feature. Then in the boxes directly below, provide the corresponding information. Profile Central Source - Application Directory In a networked installation of NavigatorV, time can be saved with one central location to store profiles. A shared folder serves as a common storage location but each Profile can only be accessed by one user at a time. This resolves multiple versions of the same Profile existing and having to reconcile versions down the road. Likewise, NavigatorV can only access Profiles from one location. The shared folder should permanently reside on any one of the networked machines, preferably the content host. It must be shared with “Full Access” permissions to allow read/write access to the files. For each networked machine to access the aircraft Profiles, its Application Directory must be pointed to the shared folder. On the General tab pictured below, click the Choose Location button for the Aircraft Profile folder location field, and navigate to the shared folder. Backup As a precaution to unexpectedly losing data, you can save time rebuilding Profiles later by keeping a backup of current Profiles now. An automatic backup can be performed each time you exit Profile & Compliance. 124 NavigatorV 8.1 User Guide Section 11 – Enhancing Performance On the Backup tab pictured below, select the Enable auto-backup checkbox to activate this feature. Enter the location manually for the backup files or click Choose Location to browse to a directory. EZ Update Download Method Depending on your computer or server usage, you can save time by switching your protocol for downloading updates over the Internet: o BITS or Background Intelligent Transfer Service – the Microsoft Windows standard method for transferring files. Downloading is done seamlessly in the background. This option is selected by default. o FTP or File Transfer Protocol - a commonly used method for transferring files on any computer, regardless of the operating system used. Downloading with FTP is relatively faster but will compromise resources for multi-tasking with other applications. On the EZ Update tab pictured on the next page, you can select these options in the Download Method block. NavigatorV 8.1 User Guide 125 Section 11 – Enhancing Performance EZ Update Download Location EZ Update downloads updates into a temporary folder to make sure that all the files have been downloaded completely before they are installed. You can change the location of the temporary folder by clicking the Choose Location button and navigating to a new location. Proxy Server Settings If you connect to the Internet through a proxy server, you can save time by automating the user login and password authentication each time you connect. Change the setting if your system requires or uses any of the following: o A proxy server that requires a user name and password o A Local Area Network configured to “Automatically detect settings” or to “Use automatic configuration script.” (To check if these options are selected, open an Internet Explorer browser window and choose Tools>Internet Options. Click the Connections tab, then click LAN settings.) Before you make changes, please consult with your Network Administrator. To change the settings, do the following: 1 2 3 4 5 126 Click the Proxy Settings button. In the Update Proxy Settings dialog, select the Use Proxy Server checkbox. Enter your proxy server Address and Port. Select an Authentication Method. (If you selected “Basic,” you must enter a user name and password.) Click OK. NavigatorV 8.1 User Guide Section 11 – Enhancing Performance Problem Reporting As a precaution to unexpectedly experiencing a problem, you can save time troubleshooting with Customer Care by providing log files. This feature allows you to capture trace messaging in log files which can help diagnose problems. These files are among other files sent to Customer Care when you click the Send Diagnostics option in the Tools menu (page 40) and the Send option in the NavigatorV Repair Tool (page 130). o NavigatorV Logging (enabled by default) will create a log file called Navigator.log in the default location. To change the location, click the Choose Location button. o NavigatorV Revision Installation Logging (disabled by default) will create a log file called InstallContent.log in the default location. To change the location, click the Choose Location button. Remember to click OK to save your changes. NavigatorV 8.1 User Guide 127 Section 11 – Enhancing Performance 128 NavigatorV 8.1 User Guide SECTION 12 Troubleshooting Troubleshooting If you are having trouble, please check below for any matching items to your problem and try the suggestion. If that doesn’t help, try contacting Customer Care for more assistance. o “My installation failed.” If the installation fails at any point during the process, you will need to uninstall and then reinstall NavigatorV. Refer to the uninstallation instructions on the next page. o “The disc doesn’t work.” Check your disc drive to see whether it reads DVDs. If it does not say ‘DVD’ on the drawer, it is likely not a DVD drive and you will need to get one. o “I can’t see my libraries.” There are no product codes in Product Registration. (Refer to “Product Registration” in Section 9.) Your Welcome tab now indicates this when the ‘No Libraries Active’ message appears. o “I get a Maintenance disc prompt even though NavigatorV says I’m current.” To clear disc prompts, you must install the Maintenance content of your libraries to your computer. Whether you use EZ Update or not, you need to go to the EZ Update tab to do this. Refer to “Installing Library Content on the Hard Drive” on page 103 for instructions. IMPORTANT ► Select Install from Disc if you have the latest revision silver disc (faster); otherwise choose to Install via EZ Update. o “My search and EZ Update doesn’t work.” Your subscription has expired and you need to renew your libraries. Your Welcome tab now indicates this when the ‘Libraries Ready to Renew’ message appears. o “EZ Update failed during download.” There was likely not enough room in your EZU temporary download location. To check the location, go to Tools > Settings > EZ Update > then the Folder for temporary EZ Update files and redirect if necessary. o “My installation is taking a really long time.” Performance speeds can be significantly affected by the type of equipment you are using. Check the Recommended System Requirements on page viii and compare them with your setup. Typically, you may want to consider: more system memory, a faster processor, more free space or converting from wireless to a direct connection for your Internet. Although this can help, library content can be quite large and may take some time with any given setup. NavigatorV 8.1 User Guide 129 Section 12 –Troubleshooting Repair Tool The NavigatorV software platform includes a repair utility to install/reinstall missing or broken components. Some may require Customer Care diagnosis before any repair is initiated, while some, for example, the Adobe Reader installation, can be performed immediately. To open the Repair Tool, click Start>Programs>NavigatorV>NavigatorV Repair Tool. Content Repair - This will reinstall the NavigatorV database and support files from any revision disc. The existing database and support files will be overwritten. You will be prompted to insert the revision disc you would like to reinstall from. - This will download and install the latest NavigatorV database and support files via EZ Update. System Diagnosis - Allows you to email to Customer Care all the relevant information regarding your current installation. Information sent will help in the diagnosis of any NavigatorV-related problem that you may have encountered. 3rd Party Downloads Microsoft .NET Framework 3.5 – the link takes you straight to the Microsoft Download Center so you can download and install Microsoft .NET Framework 3.5 on your machine. 130 NavigatorV 8.1 User Guide Section 12 –Troubleshooting Adobe Acrobat Reader – the link takes you straight to the Adobe website so you can download and install the latest version of Adobe Reader on your machine. Microsoft Web Services Enhancement 3.0 Runtime – the link takes you straight to the Microsoft Download Center so you can download and install the Web Services Enhancement (WSE) 3.0 for Microsoft .NET Redistributable Runtime MSI on your machine. Crystal Reports .NET 2.0 VS2008 Runtime – the link takes you to the Business Objects support page so you can download and install Crystal Reports Basic for Visual Studio .NET2008 on your machine. EZ Update Jobs - Removes all the files in the temporary EZ Update folder. NavigatorV 8.1 User Guide 131 Section 12 –Troubleshooting Uninistalling NavigatorV You must have administrator privileges on the computer to uninstall NavigatorV. Do the following: 1 From the Windows Start button, select Programs>NavigatorV>Uninstall NavigatorV. On Windows Vista “Home” edition, right-click on the Uninstall NavigatorV menu option and then select “Run as administrator.” 2 In the Uninstallation Type box, you have two options: Option 1 - Remove only the NavigatorV application. This will remove only the NavigatorV program. Your licenses and installed base set content are not removed. Choose this option if you need to reinstall only the NavigatorV program. Option 2 - Remove only the NavigatorV application, along with all installed content and licenses. This will remove all NavigatorV program and content files. Choose this option if you need to do a complete reinstallation of NavigatorV and library content. Select the appropriate option, then click Next. 3 4 5 In the Confirm Uninstall message, click OK. In the Uninstall Complete box, click Finish. Do this step only if you selected Option 2 in Step 2. Make sure that the following ATP folders have been removed. Using the Windows Explorer, check the following locations for ATP folders and manually delete these folders if they still exist. Locations are given for each operating system. Operating Sys Windows XP Locations of ATP folders C: \ Documents and Settings \ All Users \ Application Data \ ATP C: \ Documents and Settings \ <user> \ Application Data \ ATP C: \ Program Files \ ATP Windows Server 2003 C: \ Documents and Settings \ AllUsers.WINDOWS \ Application Data \ ATP C: \ Documents and Settings \ Administrator \ Application Data \ ATP C: \ Documents and Settings \ Default User.WINDOWS \ Application Data \ ATP C:\Program Files \ ATP Windows Vista, Server 2008, and Windows 7 (check for folders as appropriate to your Windows Vista edition) (C:) ProgramData ATP (C:) Users All Users ATP (C:) Users Administrator AppData Roaming ATP - or (C:) Users <user> AppData Roaming ATP (C:) Program Files ATP 132 NavigatorV 8.1 User Guide ATP 101 South Hill Drive Brisbane, CA 94005 www.atp.com Customer Support U.S. & Canada: 800-227-4610 Worldwide: (+1) 415-330-9500 5:30 am to 5:00 pm (Pacific Time) [email protected] www.atp.com/support System Requirements Operating System (32 Bit Systems): Windows 7, Windows XP (SP2), Windows Vista, Windows Server 2003, or Windows Server 2008 Operating System (64 Bit Systems): Windows 7, Windows Vista or Windows Server 2008 Processor: Pentium 4 or later Minimum System Memory: 1 GB Required Disk Space: 10 GB (estimated for a medium sized library running EZ Update) DVD Drive: Required Wireless (Optional): Suggested at 802.11g or above Additional Software: Internet Explorer 7 or higher, Microsoft .NET 3.5 (provided); Adobe Reader; Microsoft Word and Excel (not included - required for NavigatorV forms)
© Copyright 2026 Paperzz