saratoga configurations & customizations

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SARATOGA CONFIGURATIONS AND CUSTOMIZATIONS PEUSH UPADHYA SENIOR CONSULTANT

Post on 20-Oct-2014

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This presentation focuses on the advanced customization possibilities available within Saratoga. Skills covered include: customization of Thin Client Web.config; Single Input Screen.

TRANSCRIPT

Page 1: Saratoga Configurations & Customizations

SARATOGA CONFIGURATIONS AND CUSTOMIZATIONSPEUSH UPADHYASENIOR CONSULTANT

Page 2: Saratoga Configurations & Customizations

Agenda• Configuring Web.config

- DataviewGrid Pagination and Style- Reports Sub-Menu- Log Messages

• Single Input Screen using CDXs- The “Why?”- The “What?”- The “How?”

• Questions2

Page 3: Saratoga Configurations & Customizations

CONFIGURING WEB.CONFIG

Page 4: Saratoga Configurations & Customizations

Web.config• A file used by Saratoga Thin Client for configuration

settings• A standard XML Document

– Consists of several Elements: Human Being, appSettings– Open tags: <HumanBeing>, <appSettings>– Close tags: </HumanBeing>, </appSettings>– Comments tag: <!-- Add your comments here -->

• Each configuration setting is called a key• Editing and saving changes causes Saratoga Thin Client

Server to restart4

Page 5: Saratoga Configurations & Customizations

DataviewGrid Pagination• DataviewGridPagination key

- Specifies maximum number of rows displayed per page

- Modify setting to an optimal value based on- Web-server specifications- Network Throughput- Data

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<appSettings>

<add key="DataviewGridPagination" value="10"/>

</appSettings>

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DataviewGrid Pagination• Demo

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DataviewGrid Style• DataviewGridStyle key

- Specifies pagination style for a DataviewGrid

- Available values are:- Default: Standard AJAXScrollPaging style- NextPrevAndNumeric: Page numbers, Next, Previous, First,

and Last links

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<appSettings>

<add key="DataviewGridStyle" value="NextPrevAndNumeric"/>

</appSettings>

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DataviewGrid Style• Demo

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Reports Sub-Menu• ReportsSubMenus key

- Specifies single-level or multi-level display for Reports on Navigation bar

- Available values are:- None: Default value. Categories and reports are all displayed

in single-level- Everything: All cateogries are displayed with sub-menus.

Reports in each category are displayed at the second-level- EverythingExceptMyReports

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Reports Sub-Menu• Demo

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Reports Sub-Menu• The width of the first-level menu is set to a default

value in stylesheet.css• To change the width from default value

- Open stylesheet.css from the appropriate App_Themes folder

- Alter the width property in:- .menuContainer td.voice (Reports first-level only)- .menuContainer div.voice (All fly-out menus)

• Stop and restart the Thin Client website

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Reports Sub-Menu• Demo

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Log Messages• Saratoga Thin Client can log messages to:

– Event Viewer (default)– SaratogaCRM.log file

• The following types of messages may be logged:– Error Messages (default)– Warning Messages – Informational Messages– Debugging and Tracing Messages

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Page 14: Saratoga Configurations & Customizations

Log Messages• TraceLevel key

– Specifies the type of messages to be logged by Sartoga Thin Client

– The allowed values are:

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Value Description

0 Event viewer does not display any messages. 1 Event viewer displays only error-handling messages. 2 Event viewer displays warnings and error-handling messages. 3 Event viewer displays informational messages, warnings, and error-handling

messages. 4 Event viewer displays all messages, including debugging and tracing messages.

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Log Messages• To display messages to theSaratogaCRM.log file• Log4NetLoggingMode key

– Set value to “On”• Web.Logger.config file

– Set file location, maximum size, rolling backups, layout

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<appender name="RollingFile" type="log4net.Appender.RollingFileAppender">

<file value="logs\SaratogaCrm.log" />

<appendToFile value="true" />

<maximumFileSize value="1MB" />

<maxSizeRollBackups value="2" />

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SINGLE INPUT SCREEN WITH CDXs

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The “Why?”

Customers

Call_Summary

Discussion

Products_Discussed

Contacts

Products

Cust_Product

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The “Why?”• Visited 1 Customer (Old Dominion)• Attended 2 meetings

– First Meeting (9 AM)• 2 Contact Attendees (Robert Johnson, Galaxy Contact)• 3 Products Discussed (Terracair, Decene, Pink Dishwash)

– Second Meeting (11 AM)• 3 Contact Attendees• 1 Product Discussed

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The “Why?”

Customers

Call_Summary

Discussion

Products_Discussed

Contacts

Products

Cust_Product

Page 20: Saratoga Configurations & Customizations

The “What?”• Demo

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The “How?”• Add a Single-Input table to the Schema

– Contains keys and other relevant fields from all tables to be displayed and written to.

• Create a Single-Input Dataview• Write CDXs

– .NET Library Assembly that is COM visible (a DLL).– Typically 1 CDX for each user action– Use AveApi.dll to communicate with Saratoga

• Add CDXs to Schema• CDX Buttons to Single-Input Dataview

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The “How?”

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QUESTIONS….