QAD .NET UI

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QAD .NET UI Tips n Tricks

• Stacy Elwood, BravePoint
• MWUG March 2010

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Agenda

• Introduction
• Multiple Servers/Configurations
• Return Multiple Fields from a Browse
• Browse Maintenance Security
• Reporting Engine
• Operational Metrics
• Questions and Answers
• Next Steps

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.NET UI in Multiple Environments

• Challenge
• In todays world, there are often multiple QAD
  .NET UI environments, including test servers,
  development servers, and production. Installing
  .NET UI from a new server overwrites the initial
  installation.
• Solution
• Set up each server with a unique icon and client
  destination folder.

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Change icon name

• Change the icon name in /apps/tomcat/webapps/qadho
  me/client/options.js
• By default, this file reads var Vers 2009 SE
• Note Be sure to leave the space in front!

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Change icon name (SEUG)

• Change the icon name in /apps/tomcat/webapps/qadho
  me/client/options.js
• By default, this file reads var Vers 2009 SE
• Note Be sure to leave the space in front!

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Change client working directory

• Change the client working directory in
  /apps/tomcat/webapps/qadhome/configurations/defaul
  t/client-bootstrap.xml
• By default, this is APPDATA\QAD\Shell
• APPDATA C\Documents and Settings\userid\Appli
  cation Data

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Change client working directory (SEUG)

• Change the client working directory in
  /apps/tomcat/webapps/qadhome/configurations/defaul
  t/client-bootstrap.xml
• By default, this is APPDATA\QAD\Shell
• APPDATA C\Documents and Settings\userid\Appli
  cation Data

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Run the QAD .NET UI Installation
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Run the QAD .NET UI Installation (ctd)

• Choose Install a new instance of this application

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Run the QAD .NET UI Installation (ctd)

• Finish Installation
• Icon will be created with new name
• Client working directory will be created with new
  name

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Run the QAD .NET UI Installation (SEUG)

• Finish Installation
• Icon will be created with new name
• Client working directory will be created with new
  name

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Returning Multiple Values from a Browse

• Challenge
• In some areas of QAD, there is a requirement to
  return more than one value from a browse. For
  example, in Voucher Maintenance, if you do a
  lookup in the Receiver Matching frame, it should
  also return the PO line. In CHUI, this was
  handled by scrolling windows.
• Solution
• Configure .NET to return more than one value from
  a browse.

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Return Multiple Fields from a Browse

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Return Multiple Fields from a Browse

• Configuration file for multiple values is
  /apps/tomcat/webapps/ltqaduigt/net/lookups/
• lookupreturnfields.xml

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Return Multiple Fields Other Examples

• Inventory
• Location
• Lot/Serial
• Reference
• Work Orders
• Work Order Number
• Work Order ID/Lot
• Routings
• Routing
• Operation
• Start Date

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Browse Maintenance Table Security

• Challenge
• Want to be able to have power users create
  their own browses for their areas. However, once
  users have menu security access to Browse
  Maintenance, they can create browses on
  potentially sensitive data.
• Solution
• Set up table restrictions for Browse Maintenance
  by user or user security groups (eg non-fin).

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Browse Maintenance Table Security

• Set up Restricted Tables by user or role in
  /apps/tomcat/webapps/qadhome/configurations/ltqadui
  gt
• /client-session.xml
• By default, all tables are visible in Browse
  Maintenance

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Operational Metrics

• Constantly keep tabs on your data
• Set your own criteria
• Constant Improvement

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Operational Metrics

• DEMO

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Reporting Framework

• Use a browse as the basis for the report
• Save Report Criteria to run in a batch
• Send reports directly to PDF or Excel
• Schedule jobs

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Operational Metrics

• DEMO

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Questions?
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Next Steps The Futures So Bright

• Today, many IT departments face challenges of
  down-sizing. What can you do to prove youre
  worth keeping?
• Set up Operational Metrics to help increase data
  accuracy and drive continual business improvement
• Help your users be more efficient

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• Thank You!
• Stacy Elwood
• selwood_at_bravepoint.com