[vip_students] Aggresso Keys for Robbie!
- From: "Paul Traynor" <paul.traynor@xxxxxxx>
- To: <vip_students@xxxxxxxxxxxxx>
- Date: Sat, 9 Jun 2007 17:36:48 +0100
Hi Robbie,
Recently on this list you asked if anyone knew about the "Agresso data
base". I managed to get in touch with their head of accounts department, Joe
Brennan and ask him some questions about the software. He then sent me on a
short tutorial for you to read up on and try out. He is very interested in
helping out as much as he can and would like for you to keep him informed as
to how well blind or vision impaired persons can use this software package.
I would like you to keep me updated on your progress once you have read the
below tutorial.
Introduction to AGRESSO 5
Table of Contents
Introduction to AGRESSO 5 1
Introduction to AGRESSO 5 3
AGRESSO product groups 3
General features 3
Starting AGRESSO 3
Login 3
Screen types in AGRESSO 3
Using wildcards in AGRESSO 3
Printing from screens 3
Use of the Enter key on the numeric keypad 3
AGRESSO Browser and Analyzer 3
AGRESSO Graphic Presentation 3
Screens in AGRESSO 3
Selecting a module and screen 3
Right mouse button and menu 3
Open Background 3
Procedure 3
Properties 3
Icons in AGRESSO's menu system 3
Menu line 3
Toolbar 3
Advanced enquiry in AGRESSO 3
Explanation of fields 3
Buttons in the Enquiry setup window 3
Enquiry templates 3
Subtotal levels 3
Column headings 3
File menu 3
Data menu 3
Tools menu 3
Search bar functionality 3
View menu 3
Format menu 3
Window menu 3
Help menu 3
User defined menus in AGRESSO 3
Startup 3
Shortcuts 3
Help in AGRESSO 3
Online help 3
Help 3
Field help 3
ToolTips 3
Ordering reports and server processes 3
Procedure 3
Explanation of fields 3
Commands in the Tools menu 3
Log level parameter 3
Report help 3
Maintenance of ordered reports 3
Explanation of fields 3
Amendments 3
Command in the Data menu 3
Commands in the Tools menu 3
Authorisation 3
Detailed information about ordered reports 3
Explanation of fields 3
Viewing and printing the report result 3
Prerequisites 3
Viewing the log file 3
Prerequisites 3
Printing the report 3
Prerequisites 3
Procedure 3
Printing the log file 3
Security 3
E-mail 3
Web toolbar 3
Prerequisites 3
Exploring the internet from within AGRESSO 3
Buttons on the toolbar 3
Edit box 3
Introduction to AGRESSO 5
AGRESSO product groups
AGRESSO is an integrated financial and information management system. The
system is designed to provide all the functionality, financial information
and control demanded by today?s organisations.
The system is based on modern relational databases such as INFORMIX®, MS SQL
Anywhere Server®, ORACLE®, SYBASE® and SYBASE SQL Anywhere®. The use of the
Windows interface gives unique opportunities for enquiries and reporting.
AGRESSO 5 consists of the following product groups:
§ Financials
§ Project
§ Logistics
§ Human Resources
§ Tools
All product groups and modules are integrated with each other.
General features
§ A single database may be shared between different companies, each
with its own specific accounting and management requirements. At head office
level, data from each separate company can be consolidated to provide a
picture of the organisation as a whole.
§ The functionality and screens are organised into a menu system.
Navigation between different screens is achieved through the main menu.
There is support for users who prefer to use the keyboard without the mouse,
with each function key allocated to a command. For mouse users the most
commonly used commands may be accessed directly using the Toolbar.
§ User access may be controlled. Only the screens the user has
authorisation to use will be displayed in the menu system. The user?s degree
of access (read, update, insert, delete) within each screen is defined. In
addition, control may be used to prevent users from seeing sensitive data
held within the system. AGRESSO System Administration is used to control
user access throughout the system.
§ AGRESSO?s on-line field help lets users look up allowed data values.
§ The user documentation is available on-line.
§ Enquiries and reports may be run with generalised criteria through
the use of wildcards.
§ The advanced enquiry function allows users to construct their own
custom enquiries. Users may choose which information (types and values) will
be used in the search, the sorting order of the results and whether
subtotalling will be used. Users may also write alternative column titles.
Each enquiry may be saved as a template and displayed in the menu system for
later use.
§ AGRESSO?s use of modern relational databases enables you to use
applications such as Impromptu®, Microsoft Access® and Microsoft Excel®
directly against the database for enquiries and reporting.
§ In the design of AGRESSO, emphasis has been placed on keeping
frequently used tables small and on ensuring that they do not grow
uncontrollably over time. In AGRESSO Accounts Receivable/Payable,
outstanding customer and supplier invoices are stored separately.
§ Balance tables may be defined or redefined according to user
requirements. Balance tables may be updated by a background process (the
transaction server AGRTPS) or by server processes ordered by the user.
§ The language used in AGRESSO screens and reports can be decided by
the user.
Starting AGRESSO
§ You start AGRESSO by clicking with the left mouse button on AGRESSO
5 in the START menu (Windows 95 + Windows NT).
§ You can also create a shortcut to AGRESSO on your desktop.
You would then start AGRESSO by:
n double-clicking with the left mouse button on the AGRESSO icon or
n clicking on the icon with the right mouse button and then choosing
Open from the menu.
Login
To gain access to AGRESSO you must login using your user name, company code
and password:
§ Write your user name and the two-character company code using the
Tab key to move between the fields.
§ Next you must enter your password. The password will not be
displayed on-screen.
§ Press Return to login to AGRESSO.
If you are a registered AGRESSO user you will login successfully and the
main menu will be displayed, showing a list of modules to which you have
access.
Screen types in AGRESSO
The screens used in AGRESSO can be classified into two main types: screens
with singlefields and screens with tablefields.
Singlefield screens
These screens consist of fields where only one value can be used at a time.
An example of a singlefield screen is the Company tab in the Company
information screen in AGRESSO Common.
Tablefield
A tablefield is a screen where you can register, maintain and enquire about
several occurrences at a time.
An example of a tablefield is the Chart of accounts screen in AGRESSO
Common.
Using wildcards in AGRESSO
When searching for existing data in AGRESSO you may use wildcards to specify
generalised search criteria. When using the simple search mode in tablefield
screens, this technique may prove useful: wildcards may be used to specify
all existing values or partially restricted values. Wildcards are used in
the same way in both on-line running of AGRESSO and ordering reports.
Wildcards - alphanumeric fields
* This is the general wildcard. This wildcard will accept any value as
a valid match (i.e. searching with 7* will find all accounts beginning with
the number 7, while a search conducted with just the wildcard * will find
all values).
? This is an alphanumeric wildcard that will find any single
character. For example, this wildcard might be used in a simple search over
cost centres such as 1?10.
[ABD] Using square brackets will search for any occurrence of the
character(s) listed within the brackets. For example, using a wildcard
3[01]* would find all values starting with 30 and 31.
[A-N] Square brackets and a hyphen can be used to search for any
occurrence of a range of values. The example shown will find all occurrences
beginning with the letter A to N.
These wildcards can be used in combination if required.
NOTE
The ORACLE © database will not allow the use of square brackets in
wildcards.
Printing from screens
Regardless of which screen you are using in AGRESSO you can print out
information from the screen using the command Print in the File menu.
The command Print can be used to print out AGRESSO?s screens or information
contained within them.
Printing from the tablefield
When you choose the command Print from a tablefield in AGRESSO, a separate
screen will appear.
By choosing the answer Yes, the whole of the search results will be printed
out (this may be considerably more than is displayed on the screen).
By choosing No, you will only print the contents of the active screen.
Use of the Enter key on the numeric keypad
From the 5.1.2 version of AGRESSO it is possible to use the Enter key on the
keypad to tab between fields in AGRESSO. By entering KeyPadEnterAsTab=1
under the [AGRESSO] section of the AGRESSO32.ini file, keystrokes from the
enter key in the keypad will be translated to tab commands, allowing more
rapid entry of data in AGRESSO. Note that this override will only be
effective in AGRESSO, and will not therefore affect other applications.
AGRESSO Browser and Analyzer
AGRESSO Browser and AGRESSO Analyzer are modules in AGRESSO. These two
modules give you further possibilities to expand AGRESSO?s already strong
enquiry and reporting possibilities.
In AGRESSO Analyzer you have drill down possibilities so that a simple key
stroke will produce an analysis of the different components of a
total/amount.
AGRESSO Browser gives you expanded possibilities for the selection of data.
You can also combine data from other data sources. There are also many
formatting possibilities for enquiry results, e.g. fonts, headings, colours,
etc.
AGRESSO Graphic Presentation
AGRESSO Graphic Presentation is a module in AGRESSO. It is accessed by
choosing the Chart command in the Data menu. You can display all tablefield
screens which contain a numerical column, either number or amount, in graph
or diagram form.
Screens in AGRESSO
Once you have logged in to AGRESSO, the main menu is the first screen you
will see.
In this window you can choose which module and screens you wish to use. You
can choose from all the firms that you have access to in the database. To
see which firms you have access to in addition to the company you are logged
on to, click on Other companies in the main menu.
Below is an explanation of some of the central elements in AGRESSO?s
screens. It is worth acquainting yourself with the various different icons
and menu options, since these are referred to throughout the documentation
and are vital for effective use of AGRESSO.
Selecting a module and screen
When are choosing a module, screen, report or server process in AGRESSO you
should use the following procedure:
§ The modules installed are shown as book icons in the main menu.
Double click on an icon to expand its own menu (if you are using a keyboard,
move the cursor using the arrow keys and press Return).
§ The module icon then opens, showing the sub-menus available within
the module. Double click on the sub-menu you wish to use. You can highlight
a sub-menu item by typing the first letter of the sub-menu name.
§ The menu expands showing the accessible screens. The icon
indicates that the menu can be further expanded.
§ Double click on the screen that you wish to start
or
§ Position the cursor on the desired screen and press Return.
You can expand all the menus in the menu screen using the Expand branches
command in the Tools menu.
The command Collapse branches closes the expanded menu again.
It is possible to view in the menu the enquiry templates and report variants
that you have access to by clicking on the icon. They can be started from
the menu by selecting the desired menu point and double clicking.
Right mouse button and menu
When in the menu window it is possible to activate a series of commands with
the right mouse button. The commands that are accessible are dependent on
which menu point the cursor is positioned.
Open Use this command to open the selected menu item.
Open Browser Use this command to open AGRESSO Browser.
Open Background Use this command to open a report ordering window
based on a previously defined template.
Expand Branch Use this command command to display all the submenus for the
selected menu item.
Expand Branches Use this command to display all the submenus for all the
menu items.
Cut Use this command to remove a menu item from your personal menu and
move it to another location.
Copy Use this command to create a short cut to the selected menu item.
The Paste command is used to add the copied menu item to your personal menu.
Paste Use this command to paste a short cut for a menu item into your
personal menu.
Delete Use this command to permanently remove a menu item from your
personal menu.
New menu Use this command to create a new menu item in your personal
menu.
Help Use this command to access help for the selected menu item.
Properties Use this command to view detailed information about
authorisation groups with access to the selected menu item.
Open Background
Use the Open Background command to run pre-defined AGRESSO Browser templates
on the server. This functionality frees your computer from running large
scale AGRESSO Browser enquiries by transferring them to the server.
See also
Ordering reports and server processes
Procedure
§ Create a template in AGRESSO Browser.
§ Select the appropriate menu item and expand the branch. The new
template will appear below the menu item selected.
§ Right mouse click on the template and select the Open Background
command from the menu. A report ordering window will appear.
§ Select Save (F12) from the Data menu.
Properties
Select the Properties command to open a window that provides detailed
information about the authorisation groups that have access to the menu
item, together with the type of authorisation they have.
Clicking on the Advanced button expands the window with further information
about the menu item.
Icons in AGRESSO's menu system
The symbol for the company to which you logged on.
The symbol for the other companies to which you have access.
The closed book icon is a menu or sub-menu item which can be opened
to show a list of accessible screens.
The open book icon shows a list of accessible screens and cannot be
expanded further. Double click to close the menu.
This icon indicates that the menu item can be expanded.
This icon indicates that the menu item cannot be expanded any
further.
The tools icon represents a maintenance screen for fixed registers,
i.e. a screen where you can enter new data or amend existing data which can
be used to maintain or enter new data.
The magnifying glass icon represents an enquiry screen. You can only
enquire about data, i.e. data cannot be entered or amended.
The combination of the tools icon and the magnifying glass icon
represents an enquiry screen where information can be looked-up and entered.
The keyboard icon represents a screen where transactions can be
input, e.g. registering transactions, invoices, etc.
This icon represents a report which produces a printout.
This icon represents a server process which updates data and can
produce a printed confirmation of the changes made.
This icon represents a server process which can archive or delete
data from the database.
This icon represents a screen where changes can be made in the
database (indexes, database triggers, etc.).
The magnifying glass on a shaded background icon represents a user
defined enquiry.
This icon represents a shortcut to another menu item. You can make
shortcuts for all menu items.
Menu line
The menu line contains AGRESSO?s drop down menus. You can choose a menu
command using the mouse or the keyboard.
For example, you may choose the command Find from the Data menu in one of
the following ways:
§ Click once on the Data menu with the left mouse button.
§ Click once on the command Find with the left mouse button.
or
§ Press the Alt key to activate the menu line, then type D to activate
the data menu.
§ Type F to choose the command Find.
You can also choose some commonly used commands using special function keys
or by clicking on buttons on the Toolbar.
§ Choose the command Find by pressing the function key F7.
or
§ Click on the button on the Toolbar.
Toolbar
The buttons on the Toolbar give you direct access to the most used commands
in AGRESSO. You can see extended descriptions under Menus and commands in
AGRESSO .
Print Previous
Save Next
Find Last
Choose Keep
Zoom Change row
Filter Show table
Insert row Chart
Blank Analyzer
Help Maintenance of ordered reports
Web browser Report printout
First Change company
Advanced enquiry in AGRESSO
It is possible to enquire about data in AGRESSO in tablefield screens in two
ways, simple mode and advanced (setup) mode.
Simple mode
A search can be executed which, for example, displays all accounts beginning
with 10 and with status N by entering 10 in the Account field and N in the
Status field in the search line.
Advanced (setup) mode
By selecting (turn on/off) the Setup command in the Tools menu you can
choose whether the tablefield is in the simple or advanced mode.
Having selected the Setup command in the Tools menu, choosing the command
Find (F7) in the Data menu will start up the Enquiry setup screen.
If you wish to run an advanced search on a table which you are currently
using to register data, you must select the Read only option in the advanced
search screen to gain access to all enquiry criteria. In the tablefields
which are not read only, you can only change the sorting or restrict the
search using From/To values.
See also
Enquiry templates
Subtotal levels
Column headings
Explanation of fields
Column name Name of the column in the tablefield.
Show This shows whether the column is to be used in the search. Click on
this box if you want to use the parameter in the search.
Sort Enter the sorting priority for the parameter. Primary sorting on a
parameter is achieved by entering 1 in this column, secondary sorting by
using 2, etc. It is possible to list search results in reverse order. This
is simply achieved by entering a minus sign before the priority number. For
example, entering -1 in the column name Account will sort all the search
results in order of descending account numbers.
SubTot This field indicates whether amounts will be summed at a break in
column value. For example, if you run a search with account as the primary
search criteria, all the transactions for every account may be shown?marking
this column on will sum the total of all the transactions for each account.
Text This field switches the column?s text description on or off. If this
column is marked for Account, each account?s description will also be
listed.
From Search from and including the value entered here. For example,
entering 1020 in this field for account will search over this and all
subsequent accounts. If the To field is left blank the search will be
limited to this value.
To Search to and including the value entered here.
Aggregated This field indicates whether values are to be aggregated or
not. If this field is marked for Account, the search will be aggregated over
all unique combinations of the search criteria. This will not necessarily
list every transaction and may show only the aggregate for each account.
Number of rows The maximum number of rows which will be displayed in the
tablefield. The default value is set in the Common parameters screen in
AGRESSO System Administration (MAXROWS_TAB ).
Read only This is a simple on/off field. If this box is marked it is
not possible to register data in the search results screen.
Buttons in the Enquiry setup window
This button marks every column so that all columns are included in
the search.
This buttons clears all column selection fields (i.e. the opposite
to the button above) so that a new query set up can be made quickly.
This button moves the active column so that in the search output it
appears one column to the left of its original position.
This button moves the active column so that in the search output it
appears one column to the right of its original position.
This button will save an enquiry as a template so that it can be
used again.
Displays a window where enquiry templates may be deleted.
Click on OK when the search has been set up correctly and is ready
for execution.
Click on Cancel if you want to leave this window without executing
the search.
The column "##" is available in the enquiry setup of all tablefields. It
shows the number of occurrences that make up an aggregated row in a table.
Choose the command Find (F7) in the Data menu if you wish to make changes to
the Enquiry setup window.
Enquiry templates
You can save an enquiry setup as an enquiry template if you want to use it
again at a later date. When you have set up the search, click on the Save
(F12) button in the Enquiry setup screen and enter a description of the
template.
The enquiry template can be started directly from the menu or by choosing it
in the combination field for enquiry templates.
When you have chosen the template, the search will be executed by clicking
on OK. The search will be done automatically if the template was saved with
Find automatically = and it is under Personal Menu. You can change the
template?s enquiry setup before you execute the search. The search must have
Read only = for you to be able to choose a template.
Enquiry templates will be displayed in the menu if you click on the icon.
You can delete enquiry templates by clicking on the Delete button.
A screen with a list of the enquiry templates that exist will be displayed.
Choose the template that is to be deleted and click on OK.
Subtotal levels
If you have executed a search where you have used subtotalling, the Data
menu commands First, Previous, Next and Last will redisplay the search
results using different subtotalling levels (First shows the highest
subtotalling level, Next removes the detail rows, Previous increases the
detail rows by one subtotal level and Last shows all levels). These commands
are also available as buttons on the toolbar, .
Column headings
In Enquiry setup you can change the column headings in the search by typing
over the text in Column name. Your own headings will be saved when you save
the enquiry template setup.
File menu
The commands in the File menu that are accessible vary according to which
screen you are in.
This command cuts out the marked area and places it on the Windows
clipboard. The contents can then be used by another application, such as a
spreadsheet or a word processor.
Copy (CTRL+C)
This command copies the marked area and places it on the Windows clipboard.
The contents can then be used by another application, such as a spreadsheet
or a word processor. This works in the same way as Cut, but leaves the
original intact.
Paste (CTRL+V)
This command copies the contents of the clipboard into the active window
(and field) in AGRESSO.
Delete
This command deletes the contents of a field without placing it on the
Windows clipboard.
Clear F5
This clears all the fields in the active AGRESSO screen.
Insert row Alt+F2
This command inserts new rows in a tablefield where new information can be
entered. The number of new rows created is determined by the New rows no.
setting in the Options screen in the File menu.
Delete row
This command is used to delete a row from the tablefield. You must choose
the command Save (F12) from the Data menu to make the deletion permanent.
Undo row
This command removes a row from the active screen without deleting it.
Data menu
Find F7
This command executes a search according to the data you have entered as
search criteria.
Save F12
This command permanently saves any changes you have made.
Zoom
The command Zoom gives increased detail on a line in the tablefield, for
example, by listing in detail an individual transaction.
Filter
Using the command Filter, you can execute a search, using the selected
fields in a tablefield as the basis for the search (i.e. the search
criteria).
First
This command lists the first occurrence in a query screen.
Previous
This command lists the previous occurrence in a query screen.
Next
This command lists the next occurrence in a query screen.
Last
This command lists the final occurrence in a query screen.
Keep F11
The Keep (F11) command saves the data you enter in a screen temporarily
while you finish the remaining entries. Keep (F11) is a required function in
order to proceed in certain screens (e.g. GL Posting and New
Company/Address). If you want to save the registered information
permanently, you have to choose Save (F12).
Change row Shift+F11
This command allows you to change the data on a row in the tablefield, by
bringing the data up to the transaction entry line.
Choose F6
This command lets you choose the selected table data.
Chart
This command opens a window where you can define charts and graphs based on
the data currently in the tablefield. See the AGRESSO Graphic Presentation
user handbook for details.
Analyzer
This button is only available if AGRESSO Analyzer is installed. See the
AGRESSO Analyzer user handbook for details.
Document
This command is available if you want to connect a document to a transaction
or an object in AGRESSO or retrieve an already saved document from the
document archive.
Show document
Retrieves an already saved document.
Link document
Connects a document to a transaction or an object.
Change company F10
When opening a screen in AGRESSO, you can easily change to the same screen
in another company by either clicking on the icon in the Toolbar, choosing
the command Change company in the Data menu or pressing F10.
Tools menu
Setup
By turning the Setup option in the Tools menu on or off you can choose
whether a search will run with simple or advanced search criteria.
In simple mode the search is executed using the criteria listed above the
tablefield as limiting criteria for the search.
In Setup mode, the searchfields above the table are not used and instead a
new screen is shown when you choose Find (F7). In this screen you can enter
more advanced search criteria. The Setup command is explained in more detail
in the Advanced enquiry in AGRESSO section.
Template
Using the command Template you can use the row on which the cursor is
positioned as a basis for subsequent rows. The template can then be used to
enter the information automatically. The column Value shows the template
default value. By clicking on F you can turn on or off the field as fixed
values in new rows. The template is activated by clicking on the field
Template in the lower left hand corner.
New rows with data from the template will be displayed when you choose the
Insert row in the tablefield.
NOTE
The commands displayed in the Tools menu are dependent on which screen you
are in. The commands in the Tools menu are therefore explained with the
screens to which they apply.
Commands in the Tools menu - main menu
Change password Use this comm and to change your login password to AGRESSO.
Expand Branch Use this command to display all the sub-menus for the
selected menu item.
Expand Branches Use this command to display all the sub-menus for all the
menu items.
Search bar Activate the Search bar functionality by selecting this
command from the Tools menu while placed in the main menu. A search bar will
appear at the bottom of your main menu.
Refresh menu Use this command to update the main menu after you have
defined your own menu items (User-defined menues).
Search bar functionality
The Search bar has been added as an option in the Tools menu to assist you
in finding and accessing items in the main menu.
Procedure
Turn on the Search bar functionality by selecting the item from the Tools
menu while placed in the main menu. A search bar will appear at the bottom
of your main menu.
The search bar will stay activated through logoffs/logins until you turn it
off again in the Tools menu.
? You can search either by item name or ID, using the entire name/ID
or just parts of it.
? Be aware that many items carry the same ID. Thus, even using an ID
may not locate your item right away. For instance, a search for SU09 might
initially give you the Tools menu sub-item Invoice details under the menu
item Registered invoice enquiries rather than SU09 Update General Ledger
with payments.
? Once you have typed in the search word/ID, you press either of the
three buttons next to the text field depending on what you want AGRESSO to
do:
This button will search downward into the menu (from the top book)
and access the first item it finds that fit your criterion. In the example
above, the search on "Period" will result in the Period maintenance window
being opened because it is the first item in the main menu with the word
"period" in it.
Since this is not only a search function, but also an access function, it
will not continue searching for ?your? item if you continue pressing it with
the same criterion. That will only give you access to more copies of the
same window.
Be aware that if the first item your search matches with is a menu book,
pressing this button will merely open/close the book.
This button will search up through the menu (from lowest to highest
level in menu structure), starting from the item you are currently placed
on, and highlight the first menu item found that matches the criterion. If
you press the button again it will bring you to the next match, and so on.
In the example above, pressing this button would give me nothing since I am
already positioned at the top of the structure.
This button will search down through the menu (from highest to
lowest level in menu structure), starting from the item you are currently
placed on, and highlight the first menu item found that matches the
criterion. If you press the button again it will bring you to the next
match, and so on. In the example above, the search on "Period" will result
in the Period maintenance item being highlighted since I am starting at the
top of the structure. Pressing it again would highlight the menu book Period
end routines.
View menu
Toolbar
By marking the command Toolbar in the View menu you can choose whether or
not the toolbar will be displayed.
Status bar
By marking the command Status bar in the View menu you can choose whether or
not the status bar will be displayed.
Maintenance of ordered reports
This starts the Maintenance of ordered reports screen. It can also be
started by clicking on the button in the Toolbar.
Report printout
This starts the Report printout screen. It can also be started by clicking
on the button in the Toolbar.
Format menu
Font
The command Font allows you to change the default font type and size used in
AGRESSO. This function may be useful if you are printing out directly from a
screen.
Heading font
This command is only available if AGRESSO Browser is installed. See the
AGRESSO Browser user handbook for a more detailed explanation of this
function.
Frame
This command is only available if AGRESSO Browser is installed. See the
AGRESSO Browser user handbook for a more detailed explanation of this
function.
Break text
This command is only available if AGRESSO Browser is installed. See the
AGRESSO Browser user handbook for a more detailed explanation of this
function.
Gridlines
This command is only available if AGRESSO Browser is installed. See the
AGRESSO Browser user handbook for a more detailed explanation of this
function.
Window menu
Cascade
The command Cascade will automatically arrange all open windows in AGRESSO
so that the active window lies on top and all other windows are stacked
beneath, with their titlebars displayed.
Tile
The command Tile will automatically arrange all open windows side by side in
the AGRESSO window.
Arrange icons
The command Arrange icons will arrange all minimised windows in AGRESSO at
the bottom of the AGRESSO window.
Show table
Opens a tablefield for enquiries against the active window?s data register.
(Open windows)
At the bottom of the Window menu is a list of all the screens that are
currently open in AGRESSO. You can activate the window that you want by
positioning the cursor on it.
Help menu
Contents
The command Contents starts up AGRESSO?s on-line help function.
Help F1
This command gives you direct access to the on-line help file relevant to
the active screen.
Field help F9
The Field Help command can be used to show a list of valid values for the
field in which the cursor stands.
About AGRESSO
This command shows information about AGRESSO 5.
The AGRESSO Info button shows which program files (DLL?s are in use).
When you start AGRESSO, all the description texts are read into your PC?s
memory. If you want to update the PC?s memory with texts that have been
registered since the current session began, click on Update.
User defined menus in AGRESSO
You can define sub-menus, screens, reports, server processes and
user-defined reports for the Personal Menu item. The most frequently used
functions can be easily selected and included in this section.
New menu
Clicking on the right mouse button with Personal Menu selected and then
choosing the Properties command will open up a screen where you can defined
a sub-menu item. You must have access to the User defined menu screen in
AGRESSO System Administration in order to be able to make a personal menu.
You can enter functions in your sub-menu item. You can add new menu items in
the following manner:
§ Go to the function that you want to add to the menu. Click on it
with the right mouse button and choose the Copy command. Go to the menu
item, click with the right mouse button and choose the command Paste.
§ Drag the function to the Personal Menu using the mouse?s left mouse
button. Release the button when positioned over the menu item.
§ Select the new menu item where you want to add the function. Click
with the right mouse button and choose the command New menu. Fill out the
information which is necessary for the function.
§ You can also add a new function in the User defined menu screen in
AGRESSO System Administration.
Startup
All menu items in the Startup folder will start automatically when AGRESSO
(32 bit) is started.
In the Startup folder, you can add menu items in the same way as you do in
the Personal Menu . The authorisation works also as for Personal Menu items.
Note that for the user, short cuts are local (drag and drop) and therefore
do not need authorisation.
If you use the right mouse button to make the short cuts global, they will
appear in the Authorisation screen in AGRESSO System Administration. You
must have authorisation to do this.
It is also possible to define Startup menu items by using the User defined
menu screen or clicking with the right mouse button and choosing the New
menu command.
The Startup folder will not appear in the menu if it is not included in the
user?s authorisation group in the Authorisation screen.
Shortcuts
The previous section, User defined menus in AGRESSO, contained a description
of how to add functions in the menu item Personal Menu. You can also make
shortcuts in the standard menu in AGRESSO, i.e. move functions to wherever
you want. Note that you cannot delete a menu item from AGRESSO?s standard
menu. All shortcuts are labelled with an arrow.
Global menu
Clicking on the right mouse button on the shortcut that you have made, makes
it global, i.e. it is available to all users.
The prerequisites for the use of the global menu are that you have the
authorisation to use the Personal Menu menu item. You must also have
authorisation to delete a global menu.
Help in AGRESSO
AGRESSO has been designed to be as user friendly as possible. A
comprehensive help system has been built into AGRESSO which covers all
aspects of the system.
Online help
Regardless of the module or screen you are using, you will always have
direct access to help files which give full explanations on the use of the
relevant screen in AGRESSO.
There are two main types of help in AGRESSO: Help (which documents the
screen you are in) and Field Help (which helps you find key values for the
field in which the cursor is positioned).
Help
If you choose the command Help (F1) in the Help menu you will call up a help
screen which covers the screen you are currently using. The help text gives
explanations of the different menus, screens and reports in AGRESSO.
If you need help on another screen in AGRESSO, choose the command Contents
in the Help menu or click on the button on the toolbar to see the full
list of available help topics.
Field help
You choose the Field help (F9) command in the Help menu if you want to
enquire about valid values for the field in which the cursor is positioned.
A window appears that contains an enquiry screen for the register concerned.
The first column contains the code field, the last column contains the
status column if it is in the table.
With the help of the search line in the enquiry screen and wildcards, you
can limit the enquiry. You also have access to the commands Filter in the
Data menu and Setup in the Tools menu as in other enquiry screens.
After you have run a search you can select a value from the search results
to take back into the screen where you called the query. This is achieved by
choosing the command Choose in the Data menu when the cursor is positioned
on the data you wish to use.
ToolTips
5.3 versus 5.2.1
The System ToolTips has been added to quickly aid the user along during data
entry:
System ToolTips: Display the attribute value code that goes with the current
selection in fields where the drop-down lists display only attribute value
descriptions. This to avoid you having to use the Search function on that
field for the same purpose.
Prerequisites
No setup is necessary in order to access system ToolTips.
Procedure
Recall that these ToolTips are only available for those drop-down lists
where AGRESSO displays attribute value descriptions rather than codes. Let
your mouse pointer rest on a field to display the code.
In some windows the attribute value code is displayed to the right of the
drop-down list field with the description. The ToolTips will also display
the code for these fields.
Ordering reports and server processes
Reports and server processes are chosen from the menu system in the same way
as standard screens in AGRESSO.
It is possible to override an existing setup to change the printer, queue or
the number of copies the printer will make when you order the report/server
process.
See also
Report variants
Procedure
§ Choose the report or server process from the main menu.
§ If relevant, choose the report variant.
§ Set up the report parameters using the Tab key to move between the
fields.
§ Choose the command Save (F12) in the Data menu to order the report.
A dialogue box, displaying the report order number is then shown.
§ Click on OK to run the report.
If you want to change/remove the ordered run, this is done via the
Maintenance of ordered reports screen (selected either from the main menu or
with the help of the Maintenance of ordered reports command in the View
menu.
Explanation of fields
Variant In the Report variants screen in AGRESSO System Administration you
can define different variants of reports using different default parameter
values. If report variants have been defined you can choose one from the
combibox. If no variants have been defined, Tab through this field and you
will see the default report setup.
Tablefield
Parameter Parameter for the ordered report.
Value Value for the relevant parameter. AGRESSO will suggest a value which
the user can then overwrite or accept (using the key).
Parameters
Copies Number of copies of the report which will be printed. The default
value can be changed.
Server queue Server queue that is desired. Valid server queues are
defined in the Server queue screen in AGRESSO System Administration.
Priority 0 (zero) is the lowest priority and 9 is the highest.
The default priority is the report?s priority set in the Report variants
screen. The default priority of a report is set in the Report variants
screen in AGRESSO System Administration. The user may freely change the
report?s priority up to the user?s own maximum value.
Printer Printer which the report will use. Valid printers are defined in the
Printers screen in AGRESSO System Administration. The default value can be
changed if necessary.
E-mail E-mail address for where the report is to be sent.
A dialogue box appears where you have to state the E-mail address of
the recipient.
The report/server process will not be sent by E-mail.
Status Status the report/server process is to have after the report has
been ordered.
Start date Due date for the ordered report. Use this field in
conjunction with the Start time field.
Start time Due time for the ordered report. This field should be used
in conjunction with the Start date field. The report will be started after
the date/time combination that you state.
Output type Format that the report is to produced in. Valid values are:
AGRESSO Report Writer
The report output will be saved as a .LIS file.
Crystal Reports
The report output will be saved as a .RPT file.
AGRESSO HTML
The report output will be saved as a .HTM file.
Access DB
The report output will be saved as a .MDB file.
HTML Output
The report output will be saved as a .HTM file with full HTML functionality.
The report?s specific parameters are displayed in the lower half of this
screen.
Commands in the Tools menu
Show fixed parameters
Standard reports, report variants and user-defined reports may
contain fixed parameters that are not displayed by default. However, you may
select the Show fixed parameters command from the Tools menu to view all the
parameters for a report or server process. Read-only parameters will be
displayed on a grey background and may not be changed.
Create report template
Report templates may only be created by those with authorisation to
use Report variants in AGRESSO System Administration. When you select the
Create report template command from the Tools menu you will be able to
create new report templates and/or edit existing templates.
Note! If you want to create a report template directly from the main menu,
you must select the original menu item, not a variant of the report.
Variants appear as menu items under the main menu item and may be viewed by
selecting the Expand Branch command from the right mouse menu.
Log level parameter
When you call AGRESSO Support, they will often ask you to send them
the log file. This command adds Log level parameter to the report or server
process window. You will then be able to select the type of additional query
information you wish to view in the log file.
Tmp table parameter
When you call AGRESSO Support, they may ask you to save the
temporary tables. This command adds Tmp table parameter to the report or
server process window. Activate the parameter to save the temporary tables.
Log level parameter
Select a value from the drop-down list in Log level parameter to determine
the type of additional query information you wish to view in the log file.
Valid values are:
Standard logging
Record only the lowest level of detail. Do not include query
information.
Add queries to logfile
Record all queries in the log file.
Add queries to logfile excl cursors
Record all queries in the log file, except queries executed in
cursor loops. Cursors may add a query to the log file for each row, which
could result in an enormous log file.
Add queries incl first loop in cursor
Record only the first cursor loop. Support might need to see the
queries that are executed in a cursor loop. However, since the same query is
executed for each row you can choose to only log the query the first time it
is executed.
Full detailed logging
Record all queries including additional transaction and buffering
information.
Report help
If you need user help on a report, this is available and can be accessed
using the command Help (F1) from the Help menu or the Help button on the
Toolbar.
The on-line help gives a description of the fields used in the report
concerned.
Maintenance of ordered reports
Using the screen Maintenance of ordered reports (in AGRESSO Common) you can
set up, maintain and enquire on the queue of reports and server processes
which have been ordered.
If you choose the command Find (F7) in the Data menu, you will see a list of
ordered reports and server processes awaiting execution. The search can be
restricted or made more general by changing the values in the searchfield.
You can also use the Setup search command in the Tools menu, followed by
Find in the Data menu to carry out a more specialised search. The advanced
search method will, for example, allow you to search for reports ordered
within a certain date interval.
When you choose the command Zoom in the Data menu, the report order is shown
in greater detail in a new screen. Here you may amend the order details such
as the printer, queue or number of copies of the report.
See also
Authorisation
Explanation of fields
User User ID of the person who ordered the report or server process.
Report Report number.
OrderNo Order number which was automatically assigned when the report was
submitted.
Status Status of the report or server process
N Normal, awaiting execution.
W Working. If Completed date is filled out, the report has stopped
with an error. If Completed date is not filled out the report is being
executed.
T Terminated. The job has been executed and has been completed.
P Parked. The job has been temporarily stopped.
C Cancelled. The job has been permanently cancelled.
P Priority. Each user will be assigned a priority for running each
report. The priority may be from 0 - 9, where 9 is immediate. The priority
for reports and server processes awaiting execution may be amended using the
Zoom command in the Data menu.
Order date Date when the report was submitted.
Completed date Date when the report was completed. This field is filled out
on completion.
Server queue The server queue in which the report is ordered . Valid
server queues are defined in the Server queue screen in AGRESSO System
Administration.
Queues can be changed with the help of the Zoom command in the Data menu.
Amendments
If you have authorisation, you can change the report status. The possible
changes in status are:
§ From N to P or C
§ From P to N or C
§ From W to C.
You can also delete ordered reports by choosing the command Delete row in
the Edit menu when the cursor is positioned on the correct row.
NOTE
If the report is being printed, it is not possible to use the Delete row
command.
To make the changes and deletions permanent, choose the command Save (F12)
in the Data menu. If a report is still awaiting execution it is possible to
change the printer, report queue and number of copies using the Zoom command
in the Tools menu.
Command in the Data menu
Zoom Zooms to display further detail concerning the submission of the
report, and allows you to change printer, report queue, priority and copies.
Commands in the Tools menu
Print report Prints the report.
Print log Prints the log file.
Show report printout Starts the Report printout screen.
Show report log Shows the technical information about the submitted report
once it has been run, i.e. the log file if completed.
Authorisation
Users who have select access to this screen can only change their own
report?s status.
Users who have amend access can change the status of any reports.
Detailed information about ordered reports
When the cursor is positioned on a report, the command Zoom can be used to
display the details concerning the submission of the report, including the
parameters entered on ordering.
If the report is yet to be executed, you may change details such as the
printer, queue, priority and number of copies. You may change a report that
you have ordered, without having amendment access to AGRESSO. If you have
amendment access you may change details on any report.
Explanation of fields
Printer Change printer. The printer must be a valid printer defined in the
Printers screen.
Server queue Server queue in which the report is ordered. Valid server
queues are defined in the Server queue screen in AGRESSO System
Administration.
Copies Number of copies.
Priority Allows the report priority to be changed in the queue system
(0-9, where 9 is the highest priority) up to the highest of the report?s
priority defined in the Users screen.
Viewing and printing the report result
In the Report printout screen, the commands Show report printout in the
Tools menu and Print Preview in the File menu allows you to view the actual
report result on-screen.
The report will be opened in print preview mode. Use the Next Page and Prev
Page buttons to view the full extent of the report.
The commands Print Report in the Tools menu and Print in the File menu will
both print the report result to the currently selected printer. Use the
command Print Setup in the File menu to select and set up the printer.
Use the command Font in the Format menu to select font.
Note that the reports are cleared after a short while. The frequency of this
clearance is set by the system parameter CLEAN_UP in the Common parameters
screen in AGRESSO System Administration.
To reprint an already printed report (either printed from the server or from
a client) change status to Printed and perform a search (F7).
Prerequisites
n Users with read access to the Report printout screen can only see
their own printouts.
n Users with write access to the Report printout screen can see all
printouts.
n The report must have been run with no errors (status T).
n The report must be ordered to a printer with destination set to
?local? or not already printed on the server (i.e. print flag turned off).
Viewing the log file
The command Show report log in the Tools menu allows you to view the report
printout log on-screen.
If an error occurred during the running of the report, the log file may
indicate the cause of the problem.
To view the full extent of the log file use the scroll bars.
Note that the reports are cleared after a short while. The frequency of this
clearance is set by the system parameter CLEAN_UP in the Common parameters
screen in AGRESSO System Administration.
Prerequisites
n Users with read access to the Maintenance of ordered reports screen
can only see their own printouts.
n Users with write access to the Maintenance of ordered reports screen
can see all printouts.
n The report must have been executed: with no errors (Status = T), or
with errors (Status = W and Completed date = filled out).
n Your PC must have read access to the server?s disk area for report
printouts (AGRESSO_LOG).
n The directory for report printouts must be defined in your database
definition. This is done using the Options command in the File menu.
Printing the report
Reports can be printed out on printers to which your work station (PC) has
access in Windows. This functionality is especially useful if the report is
to be printed on forms that are not available for the printer on which the
report is normally printed out.
Prerequisites
n Users with read access to the Maintenance of ordered reports screen
can only see their own printouts.
n Users with write access to the Maintenance of ordered reports screen
can see all printouts.
n The report must have been printed with no errors (status T).
Procedure
§ Place the cursor on the ordered report you want to print out. Choose
the command Print report from the Tools menu.
§ If you have access to the server?s disk area for report printouts,
you can print the report on a printer to which you have access in Windows.
§ If the chosen report has made several printouts you must choose
which one you wish to print.
§ AGRESSO will suggest that you print out using your standard printer
in Windows. Click on OK if this is acceptable.
§ You can choose to print on another printer to which you have access
by choosing another printer in the combination field. Click on OK when you
have chosen the printer.
§ Click on OK to print the report.
If you don?t have access to the server?s disk area for report printouts, the
command Print report command will print the report afresh on the server.
§ Choose the printer on the server.
§ If the report concerned has created several printouts, you must
state which one you want to print.
§ Click on the OK button when you have selected the printout.
Printing the log file
The report log can be printed on printers to which your work station (PC)
has access. It could be useful to print the report log if the report has
stopped because of an error and you wish to document the error message for
your AGRESSO supplier.
Prerequisites and procedure are the same as for the printing of the report.
See the Printing the report section for a more detailed description.
Security
The function allowing users to see and print out the report in this screen
requires users to have read access to the disk directory for the report
printouts on the server.
The user therefore has the opportunity to read all the files in this disk
area using other programs in Windows.
Different server queues should therefore be set up where each server queue
prints to its own disk area. In this way sensitive information can be
shielded.
Sensitive reports should therefore be ordered with their own server queue,
e.g. payroll reports should have their own server queue.
E-mail
You can send E-mail from screens in AGRESSO 5. In certain screens, both the
result and the setup can be sent by mail to other users. All reports can be
sent by E-mail. Certain reports can be split and different sections sent to
different recipients.
To send mail in AGRESSO 5 from screens, a user profile must be set up on the
client. This is done using the command Options in the File menu.
To send reports by mail (both whole and split reports), a user profile must
be set up on the server.
Reports as E-mail
In order for a report to be sent by mail the parameter E-mail must = in
the report order.
When you click on Save (F12) a dialogue box appears.
§ Choose the E-mail address by clicking on the To button.
§ Enter the subject and message that is to accompany the mail.
When the report is finished, the mail will be sent and the recipient(s) can
open the mail from their in-box.
Splitting reports
Some reports have additional functionality built in that allows parts of the
report to be sent to different recipients. For example, the Operating report
by relation (GL03) will be split up and the individual parts sent by mail.
This will allow, for example, the various cost centres to receive their part
of the operating report by mail.
E-mail from screens
You can also send screens in AGRESSO as E-mail.
Web toolbar
The Web button on the main Toolbar allows users to activate an internet
browser from within AGRESSO. Clicking on this button launches a separate
toolbar for the internet browser.
The browser toolbar can be dragged away from the main toolbar.
Prerequisites
n Microsoft Internet Explorer 3.0 or later must be installed on the
user?s PC.
n Arx08.dll must be installed in the client directory.
Exploring the internet from within AGRESSO
n To visit an internet site from within AGRESSO, click on the web
button to activate the web toolbar.
n Enter a URL (internet/intranet address) in the edit box and press
Enter. A new window will be opened in AGRESSO showing the internet page you
have requested. You can navigate freely through the internet from within
this window.
n Use the control buttons on the web toolbar to page between sites
already visited, to refresh the browser window or to cancel loading.
Buttons on the toolbar
Previous. Move back to the previous page/site visited.
Next. Move forward to the next page/site already visited.
Stop. Stop loading internet information.
Refresh. Refresh/update the current web page.
Edit box
In this box you enter the URL for the site you want to visit. This will be
blank by default.
Regards,
Paul.
********************************************************************
NOTICE: The information contained in this email and any attachments
is confidential and may be privileged. If you are not the intended
recipient you should not use, disclose, distribute or copy any of
the content of it or of any attachment; you are requested to notify
the sender immediately of your receipt of the email and then to
delete it and any attachments from your system.
NCBI endeavours to ensure that emails and any attachments generated
by its staff are free from viruses or other contaminants. However,
it cannot accept any responsibility for any such which are
transmitted. We therefore recommend you scan all attachments.
Please note that the statements and views expressed in this email
and any attachments are those of the author and do not necessarily
represent the views of NCBI
********************************************************************
Other related posts: