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Recommendations and Frequently Asked Questions Matrix Process and Data Central Version: 5 Date: 12 th of Feb 2007 Author: Alexandra Wolff

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Page 1: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

Recommendations and Frequently Asked

Questions

Matrix Process and Data Central

Version: 5 Date: 12th

of Feb 2007 Author: Alexandra Wolff

Page 2: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

Contents

Page

Recommendations

1. Operating System 3

2. Internet Explorer 3-4

2.1 Temporary Internet File Settings 4-5

2.2 Recommended Browser Language Settings 5

2.3 Pop-up Blocker 6

2.4 Trusted Sites 6-7

2.5 Internet Options -Advanced 7-8

3. Lotus Notes 8-9

Frequently asked questions

4. Request a new account 10-12

4.1 What to do if the login and or password is not working 11-13

5. Special Characters in Filenames 13

6. How to report a problem related to Matrix (SAR and/or email) 13-15

7. Unlocking of documents 15-17

Page 3: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

1. Operating System

The recommendation for the operation system is Windows 2000 or XP (with Service Pack 2 as the highest version).

2. Internet Explorer:

For the current version of Matrix (Process and Data Central) Internet Explorer version 6 plus Service Pack 2 is required. Please check your Internet Explorer version:

To check the Version please select the Help link of your Internet Explorer and choose About Internet Explorer. You should get the following screen:

Page 4: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

Have a look at the Version and Update Versions. In case your version is lower than version 6, please contact your IT department to get an update.

If you are using a different browser and are experiencing any problems with Matrix, please raise a SAR (System Assistant Request).

2.1 Temporary Internet File settings

In Internet Options/Temporary Internet Files/Settings/check for newer Versions of stored pages: Select Automatically to prevent caching issues.

Page 5: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

2.2 Recommended Browser Language Please set the Internet Options/ Languages to en-us in the first place:

Page 6: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

2.3 Popup-blocker

Before starting your session in CPC/PDM disable any popup-blocker to prevent miss-functionalities.

2.4 Trusted Sites

Please ensure that the matrix domain address is included in your trusted sites:

Start Internet Explorer.

Menu: Tools -Internet Options -the window Internet Options will appear Tab: Security Select Icon Trusted Sites select the button Sites. In case the address https://matrix.yazaki-europe.com is not already included within your trusted sites entries:

Page 7: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

Push the Add-button Type in https://matrix.yazaki-europe.com and push the Add-button

> press ok -the window Trusted Sites will disappear > press ok -the window Internet Options will disappear

Restart your Internet Explorer.

2.5 Internet Options -Advanced

It is recommended to disable debugging as well. Select Internet Options – Advanced and you will get the screen below:

Page 8: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

3. Lotus Notes

In case you receive links to objects within the Matrix system sent by email, as a default Matrix will be opened within Lotus Notes. In case you prefer to open the link in a separate window please change the following settings. Select Files -> Preferences ->Location Preferences ->Internet Browser Change the setting to the one shown below.

Page 9: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the
Page 10: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

4. Request a new account

New accounts will be created every Tuesday and Thursday. Please select Request Registration at the matrix login page.

Please follow the instructions and select start registration process. Complete the registration form as this information is necessary to create your account and submit the registration data.

Page 11: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

The standard procedure after your account has been created initially is: As soon as your login has been created you will receive three mails. Subject of these mails are “Thanks for Registering”, “Your Matrix Account has been

Page 12: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

activated” (containing your login name and some additional information) “new eMatrix account” (containing your password).

After the first login you will be notified that your password has expired and has to be changed. Please set a new password (6 to 8 characters, has to be a mixture of numbers and letters). You will have to login a second time using your new password.

4.1 What to do if the login and/or password is not working

In case you will get a message like this:

As a first step please ensure that your login is written in lower case and that you did not miss the dot (login is always firstname.lastname). Ensure as well that your password is written correctly (upper case, lower case, check if you have mixed up some characters). Please note the system is case sensitive.

In case you have not used Matrix for more than 8 weeks your account will be deactivated automatically. To check this go to the login page and select Request Registration, type in your account and select start registration process. In case your account has been deactivated you will get a message on the next screen.

Page 13: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

To reactivate your account please contact one of the Matrix administrators or raise a SAR (system is: Process and Data Central, system area: Team Central) or call the Red-phone +49-(0)221-59799-299. You will get a mail notification as soon as your account has been re-activated

5. Special Characters in Filenames

Please avoid any of the following characters in the naming for files which you would like to check-in to Matrix.

/ \ | * ^ ( ) [ ] { } = < > $ % & ! ? “ ; : ,’ §

File names including one of those characters will not be accepted by the system or will cause non-functionality within the system!

6. How to report a problem related to Matrix

System Assistance Request (SAR) If you are an employee of YAZAKI you should use our SAR system or in urgent cases call the Red-Phone (+49-(0)221-59799-299). As system, please select Process and Data Central when raising a SAR. If the problem you are reporting is related to workspaces select Team Central as system area. If the problem is related to a specific customized module of Matrix, please select respective area (see below).

Page 14: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

SAR and/or Red-phone: It is always helpful if you make a screenshot of the error message or in addition to a description of the problem (Alt+Print button, paste into a word file). If you are reporting a problem related to a workspace, we will need to know the name of the workspace and the folder or file name you are having problems with (alternatively a screenshot). In addition it is necessary to know on which instance you are experiencing problems (to possibly disconnect this instance). If you do not remember the number of the instance you are working on, please logout of Matrix and make a note or screenshot of the login screen where you will be able to see the instance.

Page 15: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

Please attach the screenshot to the SAR or in case you cannot access the SAR system contact the Red-Phone +49-(0)221-59799-299.

7. Unlocking of documents

In case you have locked a document by accident opening a document by selecting checkout for edit icon, you can easily unlock it by selecting the unlock icon as shown in

Page 16: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the
Page 17: Recommendations and Frequently Asked Questions Matrix ... · Push the Add-button Type in and push the Add-button > press ok -the window Trusted Sites will disappear > press ok -the

By moving the cursor over the lock icon you will be able to see who has currently locked the document. All documents can be unlocked by the workspace owner as well.