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EXOR

Information Manager Admin Guide

March 2014

Version: 4.7

Submitted by:

Bentley Systems (UK) Ltd.,

9th Floor,

20 Gracechurch Street,

London

EC3V 0BG

EXOR

INFORMATION MANAGER ADMIN GUIDE

DOCUMENT TRACKER

Version: 4.7 i

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EXOR Information Manager Admin Guide

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DOCUMENT TRACKER

Version: 4.7 ii



Document Tracker

Document Details

File:

Information Manager Admin Guide V4.7.docx

Prepared by:

T.C. Stewart, S Feldman

Manual Name:

Information Manager Admin Guide

Reviewed by:

Steven Feldman, Ian Turnbull

Version:

1.0

Approved for issue by:

Steven Feldman

Date of Issue:

March 2014

Product Manager:

T.C. Stewart

File Name:

Document Centre/Exor/Product Manuals/4.7 Product Manuals/4.7 completed documentation/Information Manager Admin Guide V4.7.docx

Document Version Control

Revision Date By Chapter/Page Description

4.3 15/12/2010 SF Complete document update

4.3 19/01/2011 IS Formatted and Work Order Worktray Admin added

4.4 12/05/2011 SF Updated for 4.4 release

4.4 12/05/2011 SF Updated for 4.4 release

4.5 Nov 2011 IS Various Updated for 4.5 release

4.6 Oct 2012 IS All Document reviewed for 4.6 release

4.7 Mar 2014 BA/IS All

P 10

Re-formatted into Bentley template

Adding Report or Pod updated

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TABLE OF CONTENTS

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Table of Contents

1 Introduction ........................................................................................................................................... 1

2 System Admin Functions ...................................................................................................................... 3

2.1 Logging into Information Manager ............................................................................................... 3

2.1.1 Relevant Product Options ..................................................................................................... 4

2.2 Accessing the Administration functions ....................................................................................... 5

2.3 Managing Business Areas ............................................................................................................. 6

2.3.1 Create a New Business Area ................................................................................................. 7

2.3.2 Adding Reports or POD’s to an existing Business Area ..................................................... 10

2.3.3 Remove Reports or POD’s from a Business Area .............................................................. 13

2.3.4 Delete a Business Area ....................................................................................................... 15

2.3.5 Rename a Business Area ..................................................................................................... 16

2.4 Managing Map Themes .............................................................................................................. 17

2.4.1 Introduction ......................................................................................................................... 17

2.4.2 Adding Map Themes ........................................................................................................... 19

2.4.3 Removing Map Themes ...................................................................................................... 20

2.4.4 Map Theme Settings ........................................................................................................... 20

2.5 POD Maintenance ....................................................................................................................... 25

2.5.1 Changing the appearance of a Pod ...................................................................................... 26

2.5.2 Changing Chart Attributes .................................................................................................. 29

2.5.3 Importing Pods .................................................................................................................... 33

2.5.4 Creating a new Pod ............................................................................................................. 33

2.6 Define Search .............................................................................................................................. 34

2.6.1 Adding a Search .................................................................................................................. 34

2.6.2 Changing a Search Definition ............................................................................................. 37

2.7 Product Options .......................................................................................................................... 39

2.7.1 Map Related Settings .......................................................................................................... 41

2.7.2 Logon Settings .................................................................................................................... 43

2.7.3 Other Settings ...................................................................................................................... 44

2.8 Managing Item Hint Text ............................................................................................................ 45

2.8.1 Editing Hint Text ................................................................................................................ 46

2.9 Managing Error Messages .......................................................................................................... 48

2.10 Substitutions ................................................................................................................................ 49

2.11 Managing Access to Pod’s .......................................................................................................... 50

3 Work Order Worktray Admin ............................................................................................................. 52

3.1.1 Work Order Users ............................................................................................................... 53

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3.1.2 Road Group Restrictions ..................................................................................................... 55

3.1.3 Work Code Restrictions ...................................................................................................... 57

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INTRODUCTION

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1 Introduction

For many users of an integrated infrastructure asset management system their main requirements centre around

performance management and reporting. They wish to see aggregated high level executive information and only where a

particular area is under performing do they wish to drill into more detailed information to investigate further. This is

sometimes referred to as an executive dashboard or report scorecard. The same dashboard approach allows corporate key

performance and national indicators to be displayed giving users and managers alike instant access to up to date

information.

Built to run on the web, Exor’s Information Manager is designed with the end user in mind to provide a complete

reporting and information centre for all levels of Exor user from everyday ‘power’ users to senior managers and users who

need occasional access to information from the Exor system but do not need the ability to update or initiate processes.

Information Manager allows users to view aggregated performance management data and then drill to a more detailed

level of information both textually and spatially to investigate non-performant areas.

Information Manager allows an unlimited number of dashboard indicators or ‘Pods’ to be configured and displayed in a

manner that best suits the nature of the information in question and each individual users preferences. Updated in real time

or at a predefined time interval, ‘Pods’ can be configured as Pie Charts, Bar or Line Graphs, tables or a wide number of

other display formats. Each Pod can be configured to allow the user to drill to a more detailed level of information both

textually and spatially.

With data security in mind, each Pod is protected by a user Role with only those users who have been granted the

appropriate Role having access to the Pod.

Information Packs (currently available for Utilities and Highways Authorities) comprise a set of standard Pods focussed

on a specific business area.

Pods can be configured so that the information displayed can be restricted to specific locations by setting the desired

location within the IM Toolbar. The location can be set to any Network Section or Group defined within the Exor system

to provide specific performance measures or information relating to only features that are located within the selected

location.

Information Manager includes Web Based mapping allowing multiple data layers to be displayed providing the

possibility of increasing workplace productivity through improved information access. Information Manager allows any

data held within the Exor database or other 3rd party data accessed using Exor’s ‘External Asset’ functionality, to be

displayed including Open Geospatial Consortium Web Map Service (WMS). Designed with ease of use in mind,

Information Managers Map controls offer an experience and performance similar to popular consumer mapping portals

also allowing map layers to be toggled on/off allowing a wide variety of spatial information to be displayed.

Information Manager provides a powerful yet simple search feature to find Enquires or Streetworks. When used in the

context of Roadworks, the IM search engine allows a user to query and display all works due to take place during a

specific date range on a given street or town. The search may be further defined using the likely impact of the works on

traffic flow. The results of the search may be either displayed in tabular format showing the details of each roadwork or

directly on the map.

The information held within any Pod or tabular report displayed within Information Manager can be printed, saved in a

variety of formats, such as html, pdf, csv, or exported directly to MS Excel or Word allowing further off line presentation

or analysis. The Map display can also be saved as a .pdf file or printed along with a Map Title and Map legend if required.

Exor provide many standard reports that are required to meet specific business needs. Each report comes with a standard

set of parameters, the values of which can be varied to suit the user's needs. Information Manager allows these standard

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INTRODUCTION

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reports to be grouped in customer defined ‘Business Areas’ with each folder containing the reports from any Exor product

that relate to that specific business area.

With the new Query Builder within Information Manager a user can define personal multi conditional queries on a table

that can be saved for reuse.

For the production of user specific and ad-hoc reports Information Manager also provides an option for using Oracle

Discoverer. This offers data mining and offline scheduling capability. Reports written in these tools via Information

Manager can be saved and added to a Business Area Folder and run by other users.

Figure 1 – Information Manager

This document provides detailed instructions on the use of Information Manager. It does not provide details about specific

Pods but does contain information relating to standard features of all Pods.

The following chapters are included within this document:

Introduction (this Chapter)

Systems Admin Functions

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SYSTEM ADMIN FUNCTIONS

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2 System Admin Functions

This Chapter provides detailed information regarding the Administration of Information Manager. All functions explained

within this document can be carried out either through the Admin page of Information manager or via the appropriate

module within the main Exor application.

They following Sections are included:

Logging into Information Manager

Product Options

Managing Business Area’s

Defining Query Views and Fields

Pod Maintenance

Managing Map Themes

Managing Item Hint Text

Managing Error Messages

Managing access to PODS

2.1 Logging into Information Manager

To access Information Manager you must first log onto the system using your normal Exor username and password.

Figure 2 - Login

You will be prompted for the following

User name

Password

Once the Login information is entered press the [Login] button to display the IM homepage.

Warning! You must have administrator rights set for your Exor account to be able to access the Admin Tab in

Information Manager

Note: The database name used when connecting to Information Manager is defined by Product Option PREFDB (see

page 44)

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2.1.1 Relevant Product Options

There are several Product Options associated with the Login process, full details of which can be found on page 43:

PREFDB

This is the database name used when connecting to Information Manager

LOGONLOGO

This is the name and URL of the image displayed on the Information Manager Login page. An example is shown in

Figure 3.

LOGONURL

The Logon Image can also be used as a hyperlink to another website or any URL address that can be invoked by clicking

on the image. The URL that will be invoked is defined using this Product Option.

Figure 3 – Product Options

LOGONINFO

The information displayed below the Login dialogue can be amended to suit your Organisational needs by entering the

appropriate text into the Product Option. An example is shown in

Figure 4 – Login Dialogue

Note: LOGONINFO is an HTML fragment, which can include hyperlinks, mail addresses and images.

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2.2 Accessing the Administration functions

The Administration functions are all managed within the Admin Tab of Information Manager.

Figure 5 0 Admin Tab

Note: This Tab is only available to Users who have been granted the IM_ADMIN role within the HIG1820 – Users

Module (refer to the General Systems Admin Guide for details on granting Roles to Users).

The Information Manager Administration functions are accessed by selecting the options from the menu on the left hand

side of the screen.

Figure 6 – Admin Functions

The available options are:

Business Areas Manage Business Areas and associated Reports, see Page 6

Map Layers Add or remove map layers and control layer visibility and properties from Map Tab and Map

Pods, see Page 17

POD Maintenance Import Pods, manage Pod library groups and Pod display attributes, see Page 25

Define Search Determine which views and fields can be used by users for ad hoc queries, see Page 39

Product Options Maintain Product Option Values, see Page 39

Item Hint Text Option to modify default hint text for mouseovers, see Page 45

Error Text Option to modify default error text messages, see Page 48

Warning! Substitutions: These values should only be altered on instruction from Exor Consultants or Support, see

Page49.

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2.3 Managing Business Areas

Figure 7

Business Areas are a means of grouping related Reports or POD’s into a single ‘folder’ therefore allowing easy User

access. There is no limit to the number of Business Areas that can be created or the number of Reports or POD’s that can

be added to a specific Business Area.

The same Report may be added to more than one Business Area if required.

Figure 8 shows an example set of Business Area’s and Reports/POD’s within the selected Business Area.

Figure 8 – Business Areas

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2.3.1 Create a New Business Area

To create a new Business Area press the [Create] button below the Business Areas Title Banner (Figure 9).

Figure 9 – Creating a new Business Area

You will be prompted to enter a Name for the new Business Area. A maximum of 30 characters is available. Once

complete press the [Create] button or [Cancel] if you no longer wish to create a new Business Area.

Figure 10 – Naming a new Business Area

When the Business Area is created you may add the required modules by pressing the [Add Row] button.

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Figure 11 – Adding a report row to a Business Area

A new row will be displayed.

Figure 12 – Selecting a report to add to a Business Area

To add a module to the Business Area, select and then select the required report from the drop-down then press the

[Apply Changes] button on the Business Area Title banner.

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Figure 13 – Adding a report to a Business Area and Applying Changes

To add further modules to the Business Area press the [Add Row] button and repeat the exercise above.

Note: Only Exor Modules to which the Systems Admin User has been granted Role based access will be available for

selection. The list if further filtered to only display modules of the following types:

R25 Oracle Reports

APX Application Express Reports

WEB Information Manager POD’s

URL URL Modules

DIS Oracle Discoverer Reports

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2.3.2 Adding Reports or POD’s to an existing Business Area

To add a new Report or Pod to an existing Business Area click on the [Edit] icon adjacent to the required Business Area.

An example is shown in Figure 14.

Figure 14

The modules that already exist within the selected Business Area will be displayed. An example is shown in Figure 15

Figure 15 – Adding a report to an existing Business Area

Press the [Add Row] button to add a new module to the business Area.

A new row will be displayed in the list of modules already added to the Business Area with a module id of ‘(null)’ (Figure

16)..

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Figure 16 – Add Module

To add a module select the [Edit Button] on the new line, this will display a new window allowing the user to

search for the required module, enter part of the module name or Id in the search field followed by to display a set of

modules matching the criteria entered as shown in Figure 17 , select the required module followed by [Apply Changes],

this module will then automatically be displayed in the module list as shown in Figure 18.

Figure 17 – Available Modules

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Figure 18 - Modules

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2.3.3 Remove Reports or POD’s from a Business Area

To remove a Report or Pod from a Business Area click on the [Edit] icon adjacent to the required Business Area. An

example is shown in Figure 19.

Figure 19 – POD / Report Removal

The modules that already exist within the selected Business Area will be displayed. An example is shown in Figure 20.

Figure 20 – Delete Checked

More than one Module may be removed from a Business Area by ticking the checkboxes adjacent to the required

modules. To remove the selected modules from the Business Area press the [Delete Checked] button. You will then be

presented with a confirmation dialogue.

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Figure 21 – Confirm Deletion of Reports

Figure 22 – Select / Unselect All

Note: To select or unselect all modules within a Business Area tick/untick the checkbox on the title banner.

Warning! When a module has been removed from a specific Business Area it will still exist within any other Business

Areas to which it has been added.

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2.3.4 Delete a Business Area

To delete an entire Business Area click on the [Edit] icon adjacent to the required option. An example is shown in Figure

23.

Figure 23 – Delete Business Area

The modules that already exist within the selected Business Area will be displayed. An example is shown in Figure 24.

Figure 24 – Deleting a Business Area

To remove an entire Business Area press the [Delete] button on the Business Area Title Banner.

Warning! When a Business Area has been deleted any modules existing in other Business Areas will still be available

within those Areas.

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2.3.5 Rename a Business Area

To rename a Business Area click on the [Edit] button adjacent to the required option. An example is shown in Figure 25.

Figure 25 – Renaming a Business Area

Alternatively you can place your cursor within the Business Area name and commence typing and the edit dialog will

appear.

To rename the Business Area enter the new name and press the [Apply Changes] button.

Figure 26 – Renaming a Business Area

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2.4 Managing Map Themes

2.4.1 Introduction

Information Manager can display 2 types of data within its Map Tab:-

Static background data such as Aerial Photographs, OS Master Map or other local standard GIS Background

Layers

Dynamic data held within your Exor Database (or elsewhere accessed using Exor’s External Asset functionality)

such as Enquiries, Defects or Assets.

Figure 27 – Examples of different types of map data

Static background data is generally provided by an OGC compliant Web Map Service (WMS) Layer or a Base Map Layer

generated from static data held within the Exor database. In most implementations only one of these methods for

displaying static background data is deployed but it is possible to configure Information Manager to utilise both data

sources to provide background data.

The configuration of these background layers are not discussed within this Systems Admin Guide and is usually defined

during the initial implementation of Information Manager.

Warning! Data displayed within background layers cannot be used for searching, identifying or any other functions and

is purely a background image.

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Figure 28 – Map Legend

This section of the Systems Admin Guide details how dynamic themes can be added or removed for use with the Map

Legend tool on the Information Manager Toolbar. An example of the Map Legend is shown in Figure 29.

Figure 29 – Maintain Themes

Themes are managed by selecting the ‘Map Layers’ icon on the Admin Toolbar. When selected, a list of Themes already

added for use within Information Manager will be displayed. An example is shown in Error! Reference source not

found..

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2.4.2 Adding Map Themes

To add a new Map Theme press the [Add Row] button. A blank row will be displayed within the List.

Figure 30 – Adding a new map theme row

Press the drop-down icon and select the required Map Theme from the list of allowable values (see note below).

To save the change press the [Submit] button on the Map Themes title banner. The Unique Theme Id will be displayed

adjacent to the Theme name. The theme will now be available to Users within the Map Legend Tool.

Warning! The List of available Themes is limited to those which the current User has been granted Role based access

(using GIS0020 – Maintain Themes within the main Exor application) that have a corresponding Theme

defined within Oracle Map Builder. These can be the same themes as used within Exor’s Locator Module, but

they do not need to be added to the Base Map used within Locator if the theme is to be used within

Information Manager only.

Warning! Users of Information Manager will only have access to the Map Layers to which they have been granted the

appropriate Role based access (using GIS0020 – Maintain Themes within the main Exor application) even if

the Theme has been added to the list of Information manager layers as described in this section.

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2.4.3 Removing Map Themes

To remove a Map Theme select the required Theme(s) and press the [Delete] button on the Map Themes Title Banner. An

example is shown in Figure 31.

Figure 31 – Deleting one or more layers

Note: Themes deleted from Information Manager as described, above are still available within other areas of the Exor

system and may be re-added for use within Information Manager as described on page 19.

2.4.4 Map Theme Settings

This section describes the settings for an individual Map Theme that control its visibility, position within the legend, the

information shown in a Map Info Call Out and any associated document table.

Figure 32 – Map Theme Settings

On/Off

This setting determines whether a theme is switched on or off when the map tab is opened. A check mark will appear in

the Legend to signify that the theme is switched on.

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Figure 33 – Legend indcating themes switched on and available

All themes are displayed in the Legend regardless of their On/Off settings. A user can switch layers on and off as they

prefer via the legend.

Warning! Be aware thatthemes will only be visible when within the minimum and maximum zoom range set for the

theme regardless of whether a theme has been toggled on in the legend, see Maximum and Minimum Zoom

Levels below.

Maximum and Minimum Zoom Levels

There are 9 zoom levels for the map ranging from 0 to 8

The lowest level 0, is roughly equivalent to the whole of Great Britain whilst the highest level 9, is zoomed into to a map

width of about 150 meters.

The minimum zoom level determines when a theme becomes visible as users zoom into the map.

The maximum zoom level determines the zoom level at which a theme is switched off as users zoom into the map.

Warning! Take care when setting zoom levels. It is generally not advisable to make themes with a large number of

features visible before zoom level 3 or 4 as the display time may be unacceptably long. It may be advisable to

set a polygon theme to switch off at higher zoom levels so as not to obscure other features.

Adjusting the display order of themes

Use the up and down arrows to change the display order of themes.

Figure 34

If objects in two themes overlap on the map display only the object in the top theme will respond to an info click. It is

usually best to position polygon themes below point or line themes.

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Selecting Columns for display in the Info Call Out

To select the columns to be displayed in the Info Call Out on the Map Tab select the “Columns” link in the theme row.

Figure 35 – Selecting the Theme Columns Dialog

The Theme Columns dialog will be displayed, click on [Add Row] to add a new row to the list

Figure 36 – Theme Columns Dialog

Choose the field to be displayed by clicking on the at the end of the column name. Enter the Screen Text or label that

will be displayed in the Call Out and click [Submit] to save the change.

You can change the fields displayed by repeating this exercise without adding any rows.

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Figure 37 – Setting the Columns to be displayed within the Info Call Out

To delete a row completely select it by placing a tick in the box to the left of the row and then click on [Delete], see

Figure 31 for an example.

To change the order of the Columns within the Info Call Out use the up and down arrows .

Setting the Documents Table

If a theme has documents associated, you can set the document table from which documents will be displayed.

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Figure 38 – Selecting the Associated Documents Table

Choose the appropriate table and then click on [Submit]. A link to the document(s) will be displayed within the Info Call

Out.

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2.5 POD Maintenance

The Pod Maintenance dialog allows the administrator to modify a range of chart attributes including setting the cache

interval, the chart style, colours, legend, axes, background and titles.

Access Pod Maintenance via the Admin menu.

Figure 39 – POD Maintenance

The initial Pod Maintenance screen provides a summary of the Pods available within Information Manager.

Figure 40 – Summary of Pods available

The following information is displayed:

Module The unique Pod identifier shown in Pod Info

Title The title shown in the title bar of the Pod and also within the Pod selection interface within the

Config Tab

Description The detailed description of the Pod that is shown within Pod Info

Parent The unique Pod identifier of the parent Pod if the Pod is part of a drill down sequence

Drill Down Indicates whether there is a further level of drill down

Type The type of chart or table

Group The Pod Group used within the Config Tab to organise Pods

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2.5.1 Changing the appearance of a Pod

Select a Pod to configure by clicking on the edit icon next to the Pod Title

Figure 41 – POD Selection

The Pod Summary and Pod Source dialogs will be displayed.

Figure 42 – Pod Summary Dialogue

Pod Summary

Within this dialog you can edit the Pod Title, Pod Description, Pod Group and the Pod Header and Footer.

You can also set the cache interval for a pod if required.

Do not change the settings for Module, Parent, Drill Down or Type which are marked with a in Figure 42above.

Note: When you have changed the Pod Summary save your changes by selecting [Apply Changes]

Note: You can step through the Pod Summaries for several Pods by clicking on the left and right arrows to increment

by unique identifier

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Figure 43 – Step through Summaries

Warning! Do not delete a Pod unless you have manually taken a back up of the Pod source and settings. It is not

possible to recover a Pod that has been deleted.

Setting the Pod Cache Interval

Without caching, each time a pod is displayed a query is run against the relevant views within the Exor database. When a

cache interval is set, the results of the query are stored resulting in much faster load times for pods, particularly when

driven by complex queries against large data tables.

The cache setting allows the administrator to set an interval for the cache to be refreshed. This setting will apply to all

users who view the pod.

Figure 44 Setting the pod cache refresh interval

After setting the pod cache interval remember to save your changes.

Warning! Cached pods will not return “live” results, the results can be up to 8 hours old, this should be considered by an

administrator for each pod and use case.

Figure 45 – Pod Source dialog

Pod Source

The Pod Source dialog allows you to adjust the appearance of a chart element.

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If a chart has more than one data series each data series will be displayed as a numbered sequence with the series name.

The Type dialog allows you to select different display options

Figure 46 – Pod Series Type options

Select a display type and then choose a shape type for the display.

Figure 47 – Pod Series Shape Type Options

Note: Not all of the options for Series Types and Shape Types will work with all data series. It is recommended that

you make a note of the original settings before experimenting with these settings.

Note: When you have changed the Pod Summary save your changes by selecting [Apply Changes].

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Figure 48 – Chart Colour Selector

To change the colours within a chart select the Colours button, this will display the colour selector allowing the selection

of the required colour for the graph. Select [Save] to save the required colour.

Warning! Do not attempt to delete or add a row in the Pod Source unless you have taken a manual backup of the Pod

and have received specific training in these functions from an Exor Consultant. You will not be able to

request assistance from Exor Support if you delete a Pod or a data series. These options are provided for Exor

Consultants only.

2.5.2 Changing Chart Attributes

To access more detailed chart attributes select [Chart Attributes] from either the Pod Settings or Pod Source dialog.

Figure 49 – Chart Attributes

The chart attributes dialogs allow you to adjust settings for Chart Details, Legend, X and Y Axes, Background and

Display Items.

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Figure 50 – Chart Details dialogue

Chart Details

These setting allow you to change chart types (not all types will work with all data series), set 3D options, adjust size,

margins, animation and fonts.

Note: It is recommended that you make a note of the original settings before experimenting with these settings.

Figure 51 – Chart Legend dialogue

Legend

These settings allow you to control whether there is a legend and its position.

Figure 52 – Legend position options

You can edit the legend title, change fonts, background colour and layout between vertical and horizontal.

Click in the colour text to access the colour picker and then click on a colour to select it. The colour code will be updated

in the dialog.

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To select a white background click in the bottom right hand corner of the dialog or enter the code #ffffff

Figure 53 – Colour picker

Figure 54 – X Axis dialog

X and Y Axes

The dialogs for the X and Y axes are the same.

You can set the axis title, font and font size, prefix and postfix for the axis values, format labels and rotation.

You can force minimum and maximum scale values for the axis, leave blank for the scale to be auto set.

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Figure 55 – Chart Background dialog

Chart Background

You can change the background colour for a chart.

You can only select Background Colour 1 for a Solid Colour, both colours can be set for a Gradient.

Figure 56 – Display on Chart dialog

Display on Chart

You can adjust the display of data series values, mouseover hints and axis ticks through this dialog.

Figure 57 – Saving Chart attributes

Saving Chart Attributes

Remember to save all of your changes to Chart Attributes by selecting [Apply Changes] before navigating away from

Chart Attributes.

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2.5.3 Importing Pods

Pods will be imported into your Information Manager by an Exor Consultant as part of the delivery of custom Pods and

Information Packs (collections of Pods)

2.5.4 Creating a new Pod

Warning! Do not attempt to create a new Pod unless you have received specific training in these functions from an Exor

Consultant. You will not be able to request assistance from Exor Support if you attempt to create a new Pod.

These options are provided for Exor Consultants only.

Figure 58 – Do NOT attemprt to create a new Pod

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2.6 Define Search

Define Search allows the administrator to determine which Information Manager views and which fields can be used in

user ad hoc or saved queries.

Select Define Search from the menu on the left hand side of the Admin Tab.

Figure 59 – Selecting Define Search dialog

2.6.1 Adding a Search

To add a new search select [Add Row] see Figure 59 above. A new blank row will be inserted at the bottom of your list of

searches, if there are more than 10 searches you will be taken to the final page.

Figure 60 - Inserting a new search row

Selecting the up/down arrows will display a list of the tables or views available to Information Manager (these are

configured during implementation by an Exor Consultant). Usually you will want to select from the views prefixed IMF_.

Select the view that you wish to use.

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Figure 61 – Selecting the view for a search

Figure 62 – Editing screen text & description

Give the search view a user friendly name and additional description which will be displayed to users. If you leave these

values unaltered this search will be named “Add Screen Text” which may confuse users.

You must save the new search row before proceeding to define the columns which will be available to build queries.

Select [Save]

Your new search will be placed at the top of the list of searches available, you can reorder it later.

Selecting and ordering columns within a search

Click on [columns] to the right of the search description to access the list of columns available.

Figure 63 – Access the columns picker

You will presented with a blank list of search columns and will need to select [Add Row] to add the first column to your

search definition.

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Figure 64 – Adding a column to a search definition

A new row will be created, click on the up/down arrows to select the column that you wish to use.

Figure 65 – Selecting a column

Enter a friendly name and any hint text in the Screen text and Hint Text fields.

Repeat the above steps to add more columns until you have added all of the columns that you wish to make available to

users to query against. When you have finished save your selection.

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Figure 66 – Saving a selection of columns for a search definition

Note: You can add a column more than once to a search definition. This can be useful if users may want to create

between queries using dates or values, it will help users if you explain this within the Hint Text.

Reordering Searches and Columns

To reorder your searches or the columns within a search use the up and down arrows in the right hand Order column.

Figure 67 – Reordering Searches or Columns

Remember to [Save] any changes to the column or Search order before closing the dialog.

2.6.2 Changing a Search Definition

You can edit a search by selecting the table in an existing row and repeating the steps in Figure 61, Figure 62, Figure 63,

Figure 63, Figure 65, Figure 66 and Figure 67 as needed.

Deleting a Search Definition

You can delete a search by checking the small box to the left of the search table and selecting [Delete]. You will be

presented with a warning dialog as in Figure 21 select [OK] to proceed.

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Figure 68 – Deleting a Search Definition

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2.7 Product Options

Product Options are the defined values that are used for setting default data values, ‘switches’ that turn functionality

on/off or set configuration parameters for Exor applications.

Warning! Many Product Option values are defined during implementation and should not be modified without

consulting Exor Support ([email protected]).

Figure 69 – Do not Alter these Product Options

The Product Options that can be modified are shown below:

mailto:[email protected]

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Figure 70 – Product Options Dialog

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2.7.1 Map Related Settings

These settings will normally be configured during installation and should not be altered unless advised by Exor Support.

INITZOOM

The initial zoom level for the Map Tab.

A setting of 1 will zoom to the full extent of the map as defined when Locator is configured.

DATASOURCE

This is the name of the Data Source used for the Information Manager maps. This value will normally be set during the

initial installation of Information Manager

WMSMAPSTR

This is the name of the OGC WMS Layer used as background data. Static background data is generally provided by an

OGC compliant Web Map Service (WMS) Layer (defined using Product Option WMSMAPSTR) or a Base Map Layer

generated from static data held within the Exor database (defined using Product Option BASEMAPSTR). In most

implementations only one of these methods for displaying static background data is deployed but it is possible to

configure Information Manager to utilise both data sources to provide background data.

STREETSTHE

This option is not currently used and should remain blank.

ROADSFOI


TMATHEFOI

This is the Theme Name used when viewing Road Work related data on the Map when called from the Road Works

Search Engine. This is set to TMA DISRUPTIONS during implementation and should not be amended. If TMA is not

licenced, this option should be left blank.

BASEURL

This is the URL for Oracle Mapviewer.

COPYIMG

This is the full URL and file name (including extension) of the image to be used as a copyright watermark on the Map.

MAPSRID

Sets the map projection with Oracle MapViewer

COPYLINO

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This is the Ordnance Survey license number which will be incorporated in printed map templates in the future.


ENQTHEFOI

This is the Theme Name used when viewing Enquiries on the Map when called from the Enquiry Search Engine. This is

set to IM_ENQUIRIES during implementation and should not be amended. If Enquiry Manager is not licenced, this

option should be left blank.

COPYRIGHT

This is the Copyright Text that appears at the bottom right hand corner of the Information Manager Map. The default text

is the standard for Ordnance Survey Great Britain licensees.

Figure 71 - Copyright

BASEMAPSTR

This is the name of Base Map used to display static background data held within the Exor database. Static background

data is generally provided by an OGC compliant Web Map Service (WMS) Layer (defined using Product Option

WMSMAPSTR) or a Base Map Layer generated from static data held within the Exor database (defined using Product

Option BASEMAPSTR). In most implementations only one of these methods for displaying static background data is

deployed but it is possible to configure Information Manager to utilise both data sources to provide background data.

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2.7.2 Logon Settings

These settings define the appearance and features of the Logon Page.

LOGONURL

This is the URL, e.g., http://www.Exor.co.uk that will be called when the Logo Image defined by LOGONLOGO is

clicked.

LOGONLOGO

This is the full URL and filename of the image displayed on the logon page.

LOGONINFO

This is the text that appears when the User logs onto Information Manager. The display format uses html codes to enhance

it display. Some commonly used html code used when defining Hints and Tips text are:

 inserts a single carriageway return

 inserts a paragraph

 makes the text bold

 makes the text italic

<a href> denotes a hyperlink to a specified URL

For example this code:

Figure 72

This will produce a Login screen with a mail link and a corporate logo sized 250 Exor 75 pixels as shown below.

Figure 73 – Editing LOGONINFO

http://www.exor.co.uk/

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2.7.3 Other Settings

IMAGEURL

This is the URL for images used by Information Manager within the Framework.

IMBANNER


PREFDB

This is the database name used when logging onto the Exor application. If a value is populated the User will not be

prompted to enter it when logging on. If this value is left blank the User will be prompted for the database name as shown

in Figure 74.

In most circumstances this value should be set to avoid the need for user input.

Figure 74 – Login screen with option to enter database name

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2.8 Managing Item Hint Text

Hints and Tips help is widely available throughout Information Manager to provide brief instructions and tips on how to

use certain features contained within the application or to describe the function of a Pod.

The availability of ‘Hints and Tips’ is signified by the cursor changing to a ‘Question Mark’ when hovering over a User

Prompt. To display the Hint and Tips Help click on the required User Prompt label. Several examples are shown in Figure

75.

Figure 75 – Examples of Hint text

Pod descriptions can be by pressing the ‘Pod Info’ button for the appropriate Pod.

When Hints and Tips are used a pop-up will appear displaying the appropriate text for the selected Item.

An example of the Hints and Tips is shown in Figure 76

Figure 76 – Hints & Tips

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2.8.1 Editing Hint Text

Figure 77 – Accessing Item Hint Text

Hint and Tip text is managed by selecting ‘Item Hint Text’ from the menu on the left of the Admin Tab. The current set of

Hint and Text Tip text will be displayed. An example is shown in Figure 78.

Figure 78 – Edit Hint Text

To edit the Hint and Tips text for a Label or Pod navigate to the required Hint text. The appropriate item can be found by

using the Item ID, which is displayed at the bottom of each Hints and Tips text callout. An example is shown in Figure 79.

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Figure 79 – Hint Item ID

Amend the Help text as required, then press the [Submit] button on the Title Banner, see Figure 77.

Note: The Hint text uses html to format the displayed output. Some commonly used html code used when defining

Hints and Tips text are:

 inserts a single carriage return

 inserts a paragraph

 makes the text bold

For example this code:

Figure 80

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2.9 Managing Error Messages

Occasionally Information Manager will raise an error when inappropriate values are used for searches or no values are

returned because of the search criteria used. The text displayed within the error message can be amended to suit your

Organisations requirements using the ‘Error Text’ option on the Admin Tab menu.

Figure 81 – Accessing Error Text

To edit the Error Text, navigate to the required message.

The appropriate message can be found by using the Error ID (the numeric value), which is displayed at the bottom of each

error message. An example is shown in Figure 82.

Figure 82 – Error Message

Amend the error text as required, and then press the [Submit] button on the Title Banner, see Figure 81

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2.10 Substitutions

Most of the settings within the Substitutions menu should only be changed by Exor Consultants or on their instruction.

The one setting that an administrator may wish to use is to change the logo or Header Icon that is displayed in the top left

hand corner within Information Manager.

Figure 83 – Substitutions

To change the logo enter the path to the logo in the Header Icon field.

Figure 84 – Header Icon path

If the logo is already displayed in the gallery to the right of the Header Icon path you can simply select it by clicking on it

to update the path.

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2.11 Managing Access to Pod’s

User access to specific Pod’s is controlled through the use of User Roles. Each Pod is built and registered as an Exor

module within the HIG1880 – Modules Form (within the main Exor Application). Each module is then associated with

one or more Roles. In order to access a module, or in this case use an Information Manager Pod, the User must have been

granted access to one of the Module Roles using the HIG1832 – Users module (within the main Exor Application).

Error! Reference source not found. shows an example of an IM Pod where a User must have been granted either the

IM_ENQ_USER or ENQ_ADMIN role to view and use the Pod within Information Manager

Note: The Mode of access, i.e., NORMAL or READONLY, to the Role is not considered in the context of Information

Manager Pods.

Figure 85

Figure 86 shows an example User who has been granted the IM_ENQ_USER Role.

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Figure 86

Note: The Role names used within this example are for explanation purposes only. Role names will differ in each

Organisation.

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3 Work Order Worktray Admin

This Chapter provides detailed information regarding the Administration of the Work Order Authorisation Worktray. All

functions explained within this document can be carried out within the Admin tab of the Work Order Authorisation

Worktray providing the user has the appropriate access rights.

The Admin tab can be found in the banner of the work order worktray window as shown in Figure 87.

Figure 87 – Admin Tab

The work orders that are displayed to the user when they log on to the Worktray are restricted by their Admin Unit and

any other work orders that have been forwarded to them from another user of the Worktray.

To further restrict the work orders available to users the administrator may set up restrictions based on:

Road Group

Work Category (Budget)

This additional restriction is set up and maintained using the Admin tab and associating those users that require

additional restrictions.

Note: The users that only need to be restricted by data within their own admin unit need not be entered here.

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3.1.1 Work Order Users

Figure 88 – Work Order Users

Users that have additional restrictions will be displayed as shown in Figure 88, if they have a ‘Yes’ under one or both of

the restrictions, select on the word ‘Yes’ to drill down to view or amend the restriction as shown Figure 92 for road groups

and Figure 94 for work codes.

To edit an existing user that currently has a restriction select the edit button . This will display the window in Figure 89

Figure 89 – Edit

To enable or disable a restriction by either road group or work code update the value in the appropriate field in this

window to ‘Yes’ followed by the [Apply Changes] button. Once the restriction types have been set and applied the user

will be returned to the window in Figure 88.

Select the [Delete] button to remove the user and its associated restrictions, this will effectively reset the user back to the

restrictions offered by the standard admin unit security.

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To add an existing Exor user to the list of those users with additional restrictions select the [Create] button, this will

display the following window:

Figure 90 – Create New User

User (Required) List

If a new user is to have additional restrictions applied, enter the user name into this field.

Start typing the user name into this field, the system will carry out a predictive search based on the users that are defined

on the system, an example of this is shown in Figure 91.

Figure 91 – Predictive search

Note: If the user has the ‘Yes’ applied to either of the fields below without any associated road group or work code

there will be no results displayed in the introduction histogram when they log in to the Worktray as no data will

be made available to them.

Restrict by Road Group (Required) List

If the user is to have a restricted view of available work orders by road group enter ‘Yes’ into this field. The appropriate

road groups are then associated to the user as shown in Figure 92.

Restrict by Workcode (Required) List

If the user is to have a restricted view of available work orders by Work Code (Budget) enter ‘Yes’ into this field. The

appropriate Work Codes are then associated to the user as shown in Figure 94.

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The user will see all work orders that contain at least one work order line with the Work Code the user is restricted to.

The user will see all work order lines for the work orders displayed, including those that contain work codes that the user

has not been specifically restricted to.

Once the values have been entered select the [Create] button. This will then take the user back to the window in Figure 88

where the restrictions are maintained.

To cancel the operation select the [Cancel] button.

3.1.2 Road Group Restrictions

Note: This option is intended to reduce the number of work orders available in the users Admin Unit by road groups

within that admin unit, if the Admin Unit security is sufficient to display the work orders in the users area the

road groups need not be restricted.

When the ‘Yes’ is selected in the road group column the drill will take the user to the window shown in Figure 92, this

will display the currently selected road groups and enable the addition or removal of individual road groups for a user.

When selected, the display of the available groups may take some time depending upon the complexity of the gazetteer.

Figure 92 – User Road Groups

Group Type (Optional) List

To restrict the road groups in the available groups window enter a road group type.

Start typing the group type name into this field, the system will carry out a predictive search based on the road groups that

are defined on the system and will display those groups of the type selected, an example of this is shown in Figure 93.

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Figure 93

Selection/Ordering Buttons

The following buttons are used for moving groups between the Available and Selected Groups windows:

- Reset, will refresh the list based on the group type selected.

- Move all, will move all the road groups displayed in the available groups window to the selected groups

window.

- Move selected, will move all the highlighted road groups to the selected groups window.

Once a group has been moved it will be removed from the available groups window.

Groups may be selected:

individually

In multiples, press the [Ctrl] key, then select multiple groups before pressing the move button.

In a band, select one group, press the [Shift] key, then select a second group, all groups between the two

selections will be highlighted, press the move button.

- Remove selected, will remove all the highlighted road groups from the selected groups window, groups may be

selected as with the move selected button.

- Remove all, will remove all the road groups from the selected groups window.

The following buttons are used to order the display in the Selected Groups window:

- Top, move the selected road group to the top of the display in the window.

- Up, move the selected road group up one row in the window.

- Down, move the selected road group down one row in the window.

- Bottom, move the selected road group to the bottom of the display in the window.

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Once the required selections have been made select the [Save] button.

Select the Home tab to view the introduction histogram.

The [Cancel] button will return the user to the Work Order Users window Figure 88.

3.1.3 Work Code Restrictions

When the ‘Yes’ is selected in the work code column the drill will take the user to the window shown in Figure 94, this

will enable the addition or removal of individual work code restriction for a user.

The user name is displayed in the banner for the window.

Figure 94 – User Work Codes

The [Cancel] button will return the user to the Work Order Users window Figure 88.

Delete a Work Code

To delete a work code selection select the checkbox for the work code that is to be removed, then select the [Delete]

button followed by the [Submit] button. The next time the user logs in to the worktray they will only be presented with

those work orders that contain the work codes displayed.

Add a Work Code

To add a new work code select the [Add Row] button, this will display a new row, selecting the picklist button will

display a list of all work codes, this list may be restricted by starting to type the number of the required work code, the

picklist will dynamically change based on the numbers entered. Once selected select the [Submit] button to save the

changes.

Select the Home tab to view the introduction histogram.