creating an eis template part i presented by: robert hairsine web site: email:...
TRANSCRIPT
Creating an EIS TemplatePart I
Presented by:
Robert Hairsine
Web Site: www.hairsine.com
Email: [email protected]
September 4, 2002 Slide: 2
Hairsine Associates• Established in 1984• Offices and Training Facilities Located in Bel Air
Maryland• Microsoft Developer, IBM Partner, Brio Advisory
Team• Offer a variety of Services (Project Management,
Systems Design, Training, Migrations)• Focus for last 3 years on building web-enabled
data warehouses primarily for government agencies
September 4, 2002 Slide: 3
Overview of Presentation
• Why Create An EIS Template• Create a Set of Standards• Creation Considerations• Define Your Target Audience• Key Concepts Used in the Creation of the
Template• Section I - Help Section Creation in a Brio
Document
September 4, 2002 Slide: 4
Why Create an EIS Template?
Reasons Why You Should:
• Consistent Presentation Across Projects
• Write Once, Use Many
• Faster Development and Deployment
• Can be Added to Existing Brio Documents Using QIQ Merge
September 4, 2002 Slide: 5
Create a Set of Standard• Naming Conventions (Sections, Fields, etc.)
• Rename Each Object as You Create It
• Use Comments within the scripts
• Method of Addressing Objects (Relative vs. Absolute)
• Create a “Cookbook” and share with other projects
September 4, 2002 Slide: 6
Creation Considerations
• Code for all Brio Products (Explorer, Designer, Insight, Quickview, Freeview)
• Test Using All Products
• Have End Users Participate in the Creation
• Build the Template Piece by Piece
• Document, Document, Document
• Define Your Target Audience
September 4, 2002 Slide: 7
Target Audience
• What Desktop Product(s) Are They Using
• How Are They Connected (Network Considerations)
• Security and Sensitivity Concerns
• What Hardware Are They Using
• Special Needs
September 4, 2002 Slide: 8
Key Concepts Used in the Creation of the Template
• Understanding of the Brio Object Module
• Understanding of OLE calls to Microsoft Outlook, Excel and MSWord
• JavaScript Code Needed to Create This Section
September 4, 2002 Slide: 9
Objective
The objective of this section is the creation of an EIS section that can be easily modified to help support the end-user. This section allows the user to enter text and, by use of OLE calls to Microsoft Outlook, send the message to a technical support team after automatically appending to it specific information such as the exact file name of the Brio document, the Brio product the user is using, the version number of the product being used, etc.
September 4, 2002 Slide: 10
Objective (cont)
There is also a link to a MSWord document that can be used for Frequently Asked Questions allowing the end user to access without the intervention of help desk personnel. Help desk personnel can easily modify this document and make it available to end users in a real-time basis.
September 4, 2002 Slide: 11
Creating a Help Section
• Anyone Who Provides End-User Support
• Allow the User to Help Themselves
• Help the End-User Without the Use of Additional Resources
• Modular Design to Easily Adapt to Individual Projects
September 4, 2002 Slide: 12
Help Section is Broken Down
• File Information
• Easy Answers
• Additional Resources
• Still Need Help
• Navigation Icons
September 4, 2002 Slide: 13
Use Brio To Show the Section
September 4, 2002 Slide: 14
File Information
September 4, 2002 Slide: 15
File Information
September 4, 2002 Slide: 16
File Information JavaScript
Application.Alert("File Name: " + ActiveDocument.Path + "\n\r \n\r" + "File Last Saved: " + ActiveDocument.LastSaved + " \n\r \n\r" + Application.Name + " Version " + Application.Version, ActiveDocument.Name.substr(0,(ActiveDocument.Name.length-4)))
September 4, 2002 Slide: 17
File Information JavaScript
ActiveSection.Shapes["picFileCabinet"].OnClick()
September 4, 2002 Slide: 18
Easy Answers
September 4, 2002 Slide: 19
if (Application.ShowMenuBar==true) { Application.ShowMenuBar=false gStartupShowMenuBarSetting = Application.ShowMenuBar ActiveSection.Shapes["picResetMenuToolbarOff"].Visible=true ActiveSection.Shapes["picResetMenuToolbarOn"].Visible=false } else { Application.ShowMenuBar=true gStartupShowMenuBarSetting = Application.ShowMenuBar ActiveSection.Shapes["picResetMenuToolbarOff"].Visible=false ActiveSection.Shapes["picResetMenuToolbarOn"].Visible=true }
Easy Answer JavaScript
September 4, 2002 Slide: 20
Easy Answer JavaScript
oWord = new JOOLEObject("Word.Application"); oWord.Visible = true; oWord.WindowState=1; oWord.Documents.Open("c:\\data\\docs\\Brio FAQ.doc")
September 4, 2002 Slide: 21
Easy Answer JavaScript
ActiveSection.Shapes["picFrequentlyAskedQuestions"].OnClick()
September 4, 2002 Slide: 22
Additional Resources
September 4, 2002 Slide: 23
Additional Resources JavaScript
//--- Using OLE, startup Internet Explorer and go to //--- the Hairsine Assoc web site IEPageName= "www.hairsine.com" oIE = new JOOLEObject("InternetExplorer.Application"); oIE.Visible = false; IEPathName=oIE.FullName Application.Shell(IEPathName, IEPageName)
September 4, 2002 Slide: 24
Still Need Help?
September 4, 2002 Slide: 25
Still Need Help JavaScript//--- First check to see if the user entered the description of the problem if (ActiveSection.Shapes["tbUsersProblemDescription"].Text != "") { //--- Startup Microsoft Outlook and email the support desk a message vOutlookMailTo= ActiveSection.Shapes["tlEmailAddress"].Text oOL = new JOOLEObject("Outlook.Application") //--- Create a MailItem vMailItem=oOL.CreateItem(0) //--- Set the subject line of the email vMailItem.Subject="Brio Problem Being Reported" //--- Set the recipient name vMailItem.To = ActiveSection.Shapes["tlEmailAddress"].Text //--- Set the message body based on the infomation the user entered in the //--- problem description field. Also append to the message body additional //--- information that the help desk may find valuable
September 4, 2002 Slide: 26
Still Need Help JavaScript (cont) vMailItem.Body = "****************************"+"\r"+ "* User Problem Desc: *"+"\r"+ "****************************"+"\n\r"+ ActiveSection.Shapes["tbUsersProblemDescription"].Text+ "\n\r" + "****************************"+"\r"+ "* BRIO Information *"+"\r"+ "****************************"+"\n\r"+ //--- Add the file name and path to the message "File Name: " + ActiveDocument.Path + "\n\r" + // --- Add the date the file was last saved to the message "File Last Saved: " + ActiveDocument.LastSaved + " \n\r" + //--- Add the Brio product and the version number to the message Application.Name + " Version " + Application.Version+ " \n\r" +
September 4, 2002 Slide: 27
Still Need Help JavaScript (cont) //--- Format the current date and add it to the message "Date and time message sent: "+ new Date().toLocaleString() //--- send the message vMailItem.Send Alert ("Your support message has been sent", "MESSAGE SENT") //--- Clear out the message window ActiveSection.Shapes["tbUsersProblemDescription"].Text="" } else { Alert ("Please enter a description of the problem before hitting the send button", "No Description Entered Error") }
September 4, 2002 Slide: 28
Navigation Icons
September 4, 2002 Slide: 29
Document Startup Script
September 4, 2002 Slide: 30
Document Startup Script/* = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = BRIO TEMPLATE Script = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Date Written: August, 2002 Brio Version: 6.5.1.14 Resolution: 1024 x 768 Installation: Brio September Users Group Meeting Remarks: This document was created to help developers create a consistant method for end users to access Brio documents = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Modification Log: Date: User Comments ---------------- ------------ ------------------------------------------------------------- 2002-08-31 REH New File = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = */
September 4, 2002 Slide: 31
Document Startup Script
//--- Save all of the toolbars settings so that they can be restored when the document //--- is closed gStartupShowCatalogSetting = ActiveDocument.ShowCatalog gStartupShowSectionTitleBar = ActiveDocument.ShowSectionTitleBar gStartupShowMenuBarSetting = Application.ShowMenuBar gStartupStatusBarSetting = Application.ShowStatusBar gStartupFormattingToolbarSetting = Toolbars["Formatting"].Visible gStartupNavigationToolbarSetting = Toolbars["Navigation"].Visible gStartupSectionsSetting = Toolbars["Sections"].Visible gStartupStandardToolbarSetting = Toolbars["Standard"].Visible
2107 Laurel Bush Road - Suite 201
Bel Air, Maryland 21015
Phone: (410) 569-0470
Fax: (410) 569-0837
Web Site: www.hairsine.com
Email: [email protected]
Hairsine Associates