Академический Документы
Профессиональный Документы
Культура Документы
com
2 iBOS/e 2012 Administrator Manual
iBOS/e 2012
iBOS/e 2012 powers the iBOS/e environment which runs the iBOS/e application suites such
as iBOS/e WebShell, iBOS/e UniBase, iBOS/e PeopleWARE, iBOS/e KnowledgeWARE
among others.
iBOS/e 2012 is essentially a platform for building business portals using its building blocks
and templates which eliminate programming in creating portal artifacts such as eForms,
eViews, eReports, eGraphs, eReminders, and the like. Developed using Adobe ColdFusion,
iBOS/e 2012 runs on ColdFusion application server.
iBOS/e eSkin
iBOS/e eSkin provides the templates for customizing the eSkin content of a website. The
corporate skin can be designed to suit the kind of brand personality that the enterprise would
like to project in its website. It can hold as much content and images such as company profile,
product brochures, articles, etc, like any sites in the Internet. It provides search function for
quick retrieval of content.
My iBOS/e
My iBOS/e provides users with individual access to their iBOS/e eWorkSpace using their
username and password. Users access get authenticated against AD (Active Directory) or
LDAP if iBOS/e has been configured with any of these authentication services. Users iBOS/e
eWorkSpace objects can be personalized according to their roles in the organization. Users
will get to see and use only those iBOS/e applications that they are allowed to use as well as
the data and content that they are allowed to access.
iBOS/e Applications
iBOS/e Applications provide automation functions that are meant for end users. The
properties, scope, and content of the items that these applications make available to
authorized users can be configured or customized using the iBOS/e Utilities module.
iBOS/e Tabprovides functions for configuring the users tabs which provide access to
applications and artifacts accessible to the users.
iBOS/e eBoard provide the functions for configuring the eBoards of users which show
companys bulletin board items such as memos, letters, and announcements.
iBOS/e eBooksprovides functions for creating unlimited number of eBooks and
publishing them quickly. Company manuals such as personnel policy manual, training
manuals, guidebooks, and other voluminous materials can be quickly transformed into
eBooks by cutting HTML codes (provided by MS Word ) and pasting it in the iBOS/e
eBooks templates.
iBOS/e eForumsalso commonly called as online forum, provides an environment for
multi-threaded discussions among selected participants on topic posted by a department
(e.g. HRs proposal for employees to start wearing uniforms).
iBOS/e eFilesprovides functions for enabling users to download softcopies of
companys forms such as the performance appraisal form, templates, Powerpoint materials,
and other corporate documents that need to be centrally managed for optimal sharing and
success.
iBOS/e eFormsenables users to create unlimited number of electronic forms such as
leave application form, overtime permit, etc. with routing capability. Routing of eForm is
being done through email notification using the companys email facility e.g. MS
Exchange/MS Outlook or Lotus Notes. Data contained in approved forms serve as
input to BOS/e Applications like BOS/e Attendance Processor or BOS/e Payroll
Processor.
iBOS/e eViewsprovides functions for enabling internal customers (e.g. line managers) to
browse pertinent information directly from a corporate database, e.g. HR Databank
containing the employees 201 files. Access of each user to such information can be
restricted per record and field levels.
iBOS/e eReportsprovides functions for generating ad-hoc reports using real time data.
iBOS/e eQueriesallows users to run queries and to extract real time data.
iBOS/e eGraphsprovides users with clickable graphs with real time data.
iBOS/e eRoomsprovides facility for online, real-time discussions or live chat wherein
presentations can be made with the aid of a whiteboard or even by PowerPoint.
iBOS/e eRemindersprovides functions for setting reminders and notification alerts.
iBOS/e eAdminallows users to change passwords using the Change Password and
Secret Question Link.
iBOS/e 2012
ADMINISTRATION ROLES
iBOS/e 2012
Admin Org Chart
Below is the recommended iBOS/e 2012 administration team for an enterprise-wide setup,
refer to Figure 2.1.
Figure 2.1. iBOS/e 2012 Administration Organizational Chart for an Enterprise-wide Setup
Introduction
In installing iBOS/e 2012, there are 3 server applications that need to be ran and configured.
First, the Database Serverthis is where iBOS/es initial setup configurations and future data
will be stored. Without the Database Server, iBOS/e will not run. Second is the Web or HTTP
Server. It is the gateway where users can access the iBOS/e portal. And lastly, the Adobe
ColdFusionit is the application server where iBOS/e .cfm files or ColdFusion Mark-up
Language will be executed and processed. This is also where the iBOS/e database
connections are being configured.
Other Requirements
To run the iBOS/e Applications at acceptable or optimal performance, we recommend the
following hardware and software configurations (refer to Tables 3.1 and 3.2 respectively):
Install your companys standard database server e.g. MS SQL 2008 Server, Oracle 9i, IBM
DB2 together with its latest service packs or software update patches.
Steps
1. To begin with, create the following databases:
<COMPANYCODE>_GBOSE (Global),
<COMPANYCODE>_CBOSE (Company),
<COMPANYCODE>_SBOSE (Sub-Company),
<COMPANYCODE>_TBOSE, (Transaction),
<COMPANYCODE>_QBOSE (Query),
<COMPANYCODE>_SDBOSE (Site) and
<COMPANYCODE>_VBOSE (Var);
NOTE:
a. For Oracle database server, create only one database and name it as
iBOSE_GLOBAL.
b. But if the above databases already exist i.e. if BOS/e was installed and configured
ahead of time, just create or add those databases that are meant for iBOS/e only and
then proceed to the next step.
2. Open the folder SQL SCRIPTS from the iBOS/e CD Installer provided.
3. Open or copy-paste and execute the SQL scripts under your Databases Tools. Then
select the database (created earlier) and use its corresponding scripts based on your
DBMS Brand.
4. Execute the initial data for corresponding databases, like in CBOSE and GBOSE data.
NOTE: If iBOS/e tables already exist under BOS/es GBOSE, CBOSE, SBOSE, and
TBOSE, use and execute the scripts from SQL INTEGRATE folder
found in the iBOS/e Installer.
For MS Windows 2000 and Windows 2003 Server Family, install the following pre-
requisites:
Steps
1. Install the application server in your available drive, e.g. drive C:\ or D:\.
2. Configure ColdFusion Server so that it will connect to your Web Server (IIS, Apache
and etc.).
Listed below are Infostructure's recommendation for ColdFusion server settings for clients
using Adobe ColdFusion 9.
Caching
Memory Variables
Default Timeout: Session Variables set the value equal to the value set in
the SESSIONEXPIRE field in the table EGRGCOMPANY.
JVM Arguments Add this entry at the end of the JVM arguments, -
Duser.language=en -Duser.region=US.
Debugging Settings
Debugging IP Addresses
Steps
1. Login to http://<hostserver>/cfide/administrator/index.cfm
For Oracle setup, you will just configure one DSN, that is the
iBOS/e_GLOBAL, because oracle setup has only one database.
f. Repeat these processes in creating the rest of the data source names for
iBOS/e.
For Oracle setup, you will just configure one DSN, that is the
iBOS/e_GLOBAL, because oracle setup has only one database.
3. The second field is for the type of ODBC Driver. Select the driver of
your database that your are using and then click ADD.
4. Click CF SETTINGS and fill up the following field:
5. Click CREATE.
6. Repeat these processes in creating the rest of the data source names
for iBOS/e.
If you want to create and manage your database connection thru OLE DB,
you can use JET, SQLOLEDB, and other providers such as the MSDASQL
to connect ColdFusion to various data sources.
For Oracle setup, you will just configure one DSN, that is the
iBOS/e_GLOBAL, because oracle setup has only one database.
3. The second field is for the PROVIDER. Select the provider of your
database that your are using and then click ADD.
4. Click CF SETTINGS and then fill up the following field:
5. Click CREATE.
6. Repeat these processes in creating the rest of the data source names
for iBOS/e 2012.
NOTE: Adobe ColdFusion supports only SMTP Protocol for sending emails but
DIGINFO has developed a work around to support iBOS/e 2012 for the MAPI
Protocol. The work around on MAPI Protocol, however, will only work on IIS Web
Server Platform.
Steps
1. For Simple Mail Transport Protocol (SMTP)
a. Acquire the Internet Domain Address or IP Address and default port number of the
mail server from your System/Network Administrator. SMTP Default Port Number is
port 25 unless your System/Network Administrator changed it.
b. Logon to Adobe ColdFusion Administrator CFIDE Site and then go to Mail/Mail
Logging under Server Settings.
c. Specify the Mail Server Address: it can be an Internet Address (e.g.
mail.eenterprise.net) or IP Address (e.g. 66.80.85.7). Also include the SMTP Port No.
of your Mail Server.
d. To check the connection from Adobe ColdFusion to the Mail Server:
i. Tag the checkbox that corresponds to: Verifying Mail Server Connection
ii. Click Submit Changes.
iii. NOTE: Should there be an error message encountered, consult your
System/Network Administrator (ask for the configurations stated in procedure i.).
e. Check the Log all E-mail messages sent by Adobe ColdFusion to further debug or
trace the errors of Mail Connections that will be encountered in the future.
Steps
1. Open the Internet Services Manager in Administrative Tools to open IIS Manager.
2. Right-click the Default Web Site, then click New Virtual Directory.
3. Type in iBOSe for the alias on the preferred virtual directory name.
4. Browse the directory where the iBOS/e Program Files were installed
<C:\Inetpub\wwwroot\iBOSe\>
5. After Virtual Directory iBOSe has been formed, right-click and go to the property
page of iBOS/e.
6. In the Documents Tab, add or type in index.cfm.
7. Press the up arrow key highlighting index.cfm to be the default priority page to be
accessed.
Table Familiarization
Data Pump
Data Back-up
DATA MAINTENANCE
Table Familiarization
This document is divided into two parts. Part 1 describes how iBOS/e Tables are named. Part
2 contains guidelines for creating new tables that your enterprise will use.
1. Table Level
2. Table Type
3. Table Description MasterFile Table and InfoCard Table Concept
(One is to Many Database Normalization Concept)
Format:
ABBXXXXXXX
Where:
CMFPA
A Visibility according to level.
G BOS/e Global
C BOS/e Company 1
S BOS/e Sub-Company
T BOS/e Transaction
EG iBOS/e Global
EC iBOS/e Company
BB Table Type
MF Master File N
LK LookUp Card
LN Link
IN InfoCard CIN21EDUCATION
IN21 InfoCard (for 201 files)
BR Business Rule
RG Registry
RT Rights
ST Setup
XXXXXXX Description of the content of the Table.
Examples:
EGRGCOMPANY This is the table that contains the global registry of iBOS/e companies.
ECRTBOARDS This is the table that contains the user access rights (eBoards User
Manager) to eBoards.
CMFPA This is the Company Master File table that stores the Company Employee Master
List
CIN21EDUCATION This is a Personnel 201 InfoCard table that contains the education
information of an employee.
Business Rule (BR) holds default settings, parameters, options, configurations, and
guidelines to a particular business process.
Registry (RG) holds information about the data that are entered into the system or
pertaining to the system. These data can be permanent or time bounded, examples
are payroll Files, eForms instances, BOS/e Users, Data Locations, etc.
Rights (RT) holds data of Users and Groups to have access rights in certain
applications and features in iBOS/e, like having access or not in viewing Company
Master File in eViews.
Setup (ST) holds information on how BOS/e as a business system, is set up. This
includes tables that describe the association of BOS/e entities, etc.
Link (LN) holds the data value of a Master ID and Reference IDs link.
In creating new tables for Master files, InfoCards, and Lookup Cards, additional fields must be
included in the table. These data serve as an Audit Trail function for the table. These fields are
not required when creating new tables, and iBOS/e will function normally without the
additional fields stated below.
Table 4.1. Additional Fields For Master Files, InfoCards, and Lookup Cards
Column Name Data Type (MSSQL) Data Type (Oracle)
RECCREATEDBY VARCHAR (20) VARCHAR2 (20)
RECDATECREATED DATETIME DATE
USERID VARCHAR (20) VARCHAR2 (20)
DATELASTUPDATE DATETIME DATE
TIMELASTUPDATE VARCHAR (8) VARCHAR2 (8)
ROUTEID VARCHAR (30) VARCHAR2 (35)
DATEACTIONWASDONE DATETIME DATE
APPROVED VARCHAR (1) VARCHAR2 (1)
ATTACHMENTCODE VARCHAR (35) VARCHAR2 (35)
ACTIONBY VARCHAR (20) VARCHAR2 (20)
iBOS/e_GLOBAL, which stores the global tables that contain information that are
generic or can be shared among the companies in the enterprise. Shown below are
the essential tables under it (highlighted in the figure).
To view fields under a specific table, right-click and choose "open table" and
"return all rows."
The fields contained in said field will now be shown in the next display. For our
example below, we chose ECRGFILES, which corresponds to the registry data for
existing eFiles.
DATA MAINTENANCE
Data Pump
The procedure described below pertains to managing iBOS/e Databases that reside in an
SQL Environment. It is best then to refer to any SQL manual on managing databases for a
more detailed understanding of the SQL Enterprise Manager.
DATA PUMP refers to the import and export of data from a specified data source to a
selected destination either locally or remotely.
Steps
1. If you have SQL installed in the server, click Start. Select Programs, then Microsoft
SQL Server 7.0, and then click Enterprise Manager. Refer to Figure 5.1.
2. Choose the Database Server (for example: IBOSE) then Databases, and then the
specific Database you want to either export or import and then the task you want to
carry out. In our example below, we chose IBOSE_ISCC, All tasks, Import Data; see
Figure 5.2.
3. Click Next; see Figure 5.4. This merely allows you to set your data source. In the
Server option, choose the Database Server, for example: IBOSE. Always use SQL
server authentication since our database resides in an SQL environment. Supply the
corresponding username and password, which pertains to your SQL license and then
choose table that would be your source of data during import or export.
4. After clicking Next, the screen display will prompt you to enter a destination, see
Figure 5.5. Choose Microsoft OLE DB Provider for SQL server for cases of remote
transfer and Other (ODBC sources) for local ones. NOTE: For server: choose the
Database Server of your destination for there are instances when there are separate
servers. Again use SQL server authentication and supply appropriate username and
password along with specific table to receive imported or exported data. Click Next
once through.
5. Tick the radio button that corresponds to Copy table(s) and view(s) from the source
database. Click Next. The Enterprise Manager will now begin the data transfer.
7. You could either prompt the SQL manager to run the settings immediately or postpone
it to a later schedule by choosing Save DTS to a later execution and providing
preferred schedule. Or you could simply save it. Refer to Figure 5.7.
8. Information regarding your requested transfer would then be displayed. Be sure that
the details are correct. Once you are done checking, click Finish; refer to Figure 5.8.
9. The next window will show you actual real-time information as to status of each table
being transferred. A check means transfer has been completed, the green triangle
indicates that it is still ongoing and the clock icon pertains to data still to be transferred.
Click <Cancel> to terminate the activity.
10. After the transfer, the system will prompt you whether it was successful or not and
indicate exact number of tables transferred. Refer to Figure 5.10.
DATA MAINTENANCE
Data Backup
Steps
1. Initially, choose the table you wish to back-up. In the example below, we have chosen
specific tables under IBOSE/IBOSE1 database. Right click and choose all tasks and
then backup the database. See Figure 6.1.
2. In the next screen, indicate data that need to back-up and name it as <back up> or any
preferred name depending upon the companys naming convention. In the example
below, we choose gbose and decide to name the backup table as gbose backup.
Choose "database complete." Choose "append to media so a copy of the original data
will be saved. Click <OK>. See Figure 6.2.
3. You could set-up the system to automatically backup said data with given settings. In
our case, we choose recurring meaning the back up would occur every week on
Sunday at 12:00 AM. Remember to check "enabled" box. Click <OK>. See Figure 6.3.
Refer to the table below for the complete listing of the Global, Company, Subcompany, Var,
and SITEDSN (multi-company) tables.
Table 6.1. List of the Global, Company, Subcompany, Var, and SITEDSN (multi-
company) tables
GLOBAL TABLES
EGLKTASKTYPE EGRGTASKS GLKSWIPEDELIMETED
EGLNUSERGROUPS EGRGTHEMES GLKTERMCONDTIONS
EGRGAPPGROUP EGRGUSERAPPS GLKTEXTSWIPE
EGRGAPPGRPMEMBERS EGRGUSERCONNECTION GLKTYPEMOVEMENT
EGRGAPPLICATIONS EGRGUSERGROUPS GMFPEOPLE
EGRGCOMPANYAPPS EGRGUSERGROUPSSTAT GRGBOSETABLE
EGRGCOMPANYSETTINGS EGRGUSERMASTER GRGBOSETABLEFIELDS
EGRGCONDTLHIST EGRGWEBSHELLCOMPS GRGTABLELEVEL
EGRGCONNECTHIST EGRGWORKEDITOR GRGUSEREXECQRYSQL
EGRGCONNECTIONDTL EGRGWORKSPACE GRGUSERTABLE
EGRGDBFUNCTIONS GLKCASMOVEITEMS GSTAUTOGENFIELD
EGRGTEMPLATES GLKDBASESWIPE GSTLOOKUP
EGRGEMAILTEMPLATES GLKHOLIDAYS GRFTABLES
EGRGROLEINDEX GLKINITCONDITIONS GLKMOVEREASONS
EGRGROLEINDEXTEMP GLKMMOVEITEMS EGLNUSERGROUPS
COMPANY TABLES
CBR201 CMFSIGNINUSER ECRGMYLINKS
CBRRENUMERATION CMFSPONSORCHILD ECRGPAYROLL
CBRTKPROPERTIES CRGPEREQUESTDETAIL ECRGPAYROLLCONDITION
CBRWSEMPPOLICY CRGPERSONNELREQUEST ECRGPAYROLLCONDITIONTMP
CINBARBERWORKHISTORY CRGROUTEDETAILS ECRGPAYROLLTABLE
CINFFACTIVITY CRGROUTEMAIN ECRGPAYROLLTABLETMP
CINFFPROCESS CRGROUTERECORDS ECRGPAYROLLTMP
CINLEAVEAPPSD CRGTKFILES ECRGPYSLIP
CINLEAVEAPPSM ECINAUDITDTL ECRGRECRUIT
CINLEAVEAPPSRC ECINAUDITDTLMEMO ECRGRECRUITCONDITION
CINLVENTITLEMENT ECINAUDITHDR ECRGRECRUITDETAILS
CINLVRECORD ECINBOOKS ECRGRECRUITTABLE
CINRENGROUP ECINBULLETINBRD ECRGREMIND
CINRENINDIVIDUAL ECINCHANGEWS ECRGREPORT
CINTKEXCEPTEVENT ECINCOLLABDISC ECRGREPORTCONDITION
CINTKEXCEPTEVENTI ECINCOLLABUSER ECRGREPORTFIELD
CINTKEXCEPTEVENTM ECINFORCELV ECRGREPORTFOOTER
CINTKTOESLIP ECINFORMSATTACH ECRGREPORTGRAND
CINTRAINING ECINORGCHARTEMP ECRGREPORTGROUPBY
CINTRNGATTENDIS ECINRENUMERATION ECRGREPORTGROUPING
Table 6.1. List of the Global, Company, Subcompany, Var, and SITEDSN (multi-
company) tables
COMPANY TABLES
CINTRNGEVENT ECINTKOTPERMIT ECRGREPORTORDERBY
CINWSEMPPOLICIES ECINUSDATA ECRGREPORTPAGER
CINWSMASTER ECLKRPTGROUPING ECRGREPORTPROPERTY
CINLEAVEAPPSI ECMFUSRDEFINEROLE ECRGREPORTTABLE
CLKCRGFILEARCHIVE ECRGBOARD ECRGROOMS
CINWSSUBSKED ECRGBOOKIDSTATUS ECRGTASKS
CINWSTEMPSKED ECRGBOOKS ECRGTEMPAPPMOVEMENT
CLKACTIONS ECRGBOOKSTATUS ECRGTKPAIRVALID
CLKBONUSMONTH ECRGBROWSERBAND ECRGUSDATA
CLKCRGFILEGROUP ECRGBROWSERFLDPROP ECRTBOARD
CLKEMPLOYMNTSTATUS ECRGBROWSERREC2DISP ECRTBOOKS
CLKLIFEINSSTAFF ECRGCOLLAB ECRTCOLLAB
CLKPOSITION ECRGCOLLABMOVE ECRTFILES
CLKPOSTACTIVITY ECRGCOLLABTHREAD ECRTFORMS
CLKPREACTIVITY ECRGFILES ECRTFORMSFIELD
CLKPYITEMS ECRGFLDRELATION ECRTGRAPH
CLKUNITCODE ECRGFLDRELATNDTL ECRTPAYROLL
CLKVLCODE ECRGFORMS ECRTPYSLIP
CLKWORKINGDAYS ECRGFORMSDETAIL ECRTQUERY
CLKWORKSKED ECRGFORMSUSERFILTER ECRTRECRUIT
CLKWSHOLIDAYS ECRGGRAPH ECRTREMIND
CMFCANDIDATELISTING ECRGGRAPHCONDITION ECRTREPORT
ECRGGRAPHFIELD ECRTROOMS
ECRGGRAPHPROPERTY ECRTTASKS
CMFPA ECRGGRAPHTABLE ECRTTIMEKEEP
CMFPROJECTS ECRGMYAPPS ECRTUSERFILTER
CMFSHORTLISTED ECRGMYiBOS/e ECLNBOOKS
SUBCOMPANY TABLES
SINCBSALARYCURRENT SINMOVEMENTEMPS SINPYPOSTEDTRANS
SINCBSALARYHISTORY SINMOVEMENTFORMS SINPYSTATUTORYDED
SINMOVEMENTDELTA SINPYLOANPAYMENTS SINPYYTDATTENDANCE
VAR TABLES
GRGPOOL GRGTEMPPOOL
SITEDSN TABLES (multi-company)
ECINUSDATA ECLNUSDATA ECRGUSDATA
Table 6.2 on the other hand, shows the complete listing of tables of iBOS/e Applications and
its description.
Password Maintenance
Creating iBOS/e Users Account
Personalizing My iBOS/e
Creating iBOS/e User Roles
Defining Module Access Rights
Creating Filter Fields
Managing User Table
iBOS/e Tab Management
Creating Common Items
The iBOS/e Mail Template Creator
Creating eSkins
Configuring the Theme of the eWorkspace
Architecting the Database
Uploading Files
Viewing Module Transaction Logs
Viewing Module Connections Logs
Administering the Database
After logging in, your workspace will appear. Click the eAdmin tab. The eAdmin Main Page
will appear, refer to the figure shown below.
eAdmin contains utility tools that help the administrator maintain the site. It has various
classificationsthe User Maintenance Tools, which enable the administrator to maintain and
configure user accounts, the Content Management Tools used for creating data types for the
main page and other information needed in the website, the Interface Design Tools on the
other hand, enable the administrators to configure the corporate webskin as well as the theme
of the eWorkspace. The eAdmin also has the Data Management Tools that are used for
architecting the database, uploading files, and for viewing applications transaction logs and
lastly, the System Management Tools, which allow the administrators to view the
connection logs and to administer the database.
Creating Common ItemsType for Common Items and Editor for Common Items
iBOS/e Mail Template Creator
PASSWORD MANAGER
Resetting Passwords
Password Manager is the tool used to reset the passwords of users. Administrators have
the option to do this by batch or by single users. It is also used for changing the passwords
and for configuring the secret question and answer.
2. From the iBOS/e eAdmin Main Page, click the eAdmin User Tools and then click the
Reset Password link, see Figure 7.1.
3. The eAdmin Reset Password Main Page will come into view. See Figure 7.2.
4. Type in the Per User textbox the USERID of the person whose password you need to
reset.
NOTE: For two or more persons: click the <Select Users> button to choose the
certain users whose passwords you need to reset. A new window will open giving you a
list of iBOS/e users, see Figure 7.3. Tick the checkboxes that corresponds to the users
whose passwords you need to reset. Click <OK> button. You will be prompted that
passwords have been reset already. Click <OK> button to return to the iBOS/e
eAdmin Main Page.
5. Click the Reset button. A dialog box will appear confirming the action, see Figure 7.4.
Click <OK> button to reset otherwise click <Cancel>.
6. You will be prompted that the password of that user was successfully reset. Click the
<OK> button to return to the iBOS/e eAdmin Main Page.
2. A confirmation dialog box will open to confirm the procedure, see Figure 7.5. Click the
<OK> button to proceed, otherwise click the Cancel button.
3. A message prompt will then appear to inform that the passwords have been reset
already. Click the <OK> button to go back to the iBOS/e eAdmin Main Page.
2. Tick the checkbox(es) that corresponds to the group/s whose passwords you need to
reset. Click <OK> button.
3. You will be prompted that the password of that user was successfully reset. Click
<OK> button to return to the iBOS/e eAdmin Main Page.
5. Tick the checkbox(es) that corresponds to the group/s whose passwords you need to
reset. Click <OK> button.
6. You will be prompted that the password of that user was successfully reset. Click
<OK> button to return to the iBOS/e eAdmin Main Page.
Changing Password
1. From the eAdmin Reset Password Main Page (refer back to Figure 7.1), input your
current password on the 'Current Password' textbox.
3. Input the answer to your secret question on the 'New Secret Answer' textbox.
4. Retype the answer to your secret question on the 'Re-enter New Secret Answer'
textbox.
5. Click the Change Secret Question button to continue, otherwise click the <Cancel>
button to go back to the iBOS/e eAdmin Main Page.
NOTE: Secret question and answer are used as a substitute in case a user has
forgotten his password and cannot log in to his/her My iBOS/e Workspace.
iBOS/e User Manager serves as a tool for adding new iBOS/e user accounts or for
configuring/editing the existing ones. Using this eAdmin Utility, the administrator may
also disable existing user accounts.
1. After logging in to your workspace, click eAdmin tab. From the eAdmin tab, click the
iBOS/e eAdmin User Tool, dropdown option list will appear, then select iBOS/e
User Manager link. The iBOS/e User Manager Main Page will appear, see Figure
8.1
2. From the iBOS/e User Manager Main Page (refer back to Figure 8.1),
administrators have the option to add new users or edit settings for the existing
accounts. Click the <Add Single User> button to add new users, refer to Figure 8.2.
3. Fill up the fields with the appropriate data; refer to Table 8.1.
Reset Password Input the default value once the administrator resets the users
Value password. If left blank, the assigned User ID will be used.
Number of Logins Indicates the number of times the user is allowed to login
using this account.
Disable Account Tick the checkbox to disable this user account.
Set New Password Tick the checkbox to allow this user to set a new password.
NOTE: Users must exist in both Active Employee Master List (CMFPA) and Global
People Master List (GMFPEOPLE).
4. Click the <Save> button to save the settings, otherwise click <Back> to cancel and
to return to the iBOS/e User Manager Main Page.
2. Tick the checkboxes that correspond to the users that you need to add and then click
the <Add> button.
3. You will be prompted that you have successfully added the selected users.
2. Tick the checkbox that corresponds to the Disable Account field (refer back to
Table 1) to disable the account.
PERSONALIZE MY iBOS/e
Using the Personalize Link
The Personalize Link helps you personalize your workspace. Refer to the steps outlined
below to personalize it.
Steps
1. After logging in to your workspace, click the Personalize Link and the Personalize
My iBOS/e page will come into view. See Figure 9.1
Results Per Page Indicate in the textbox provided the number of records per
page that will be displayed.
My iBOS/e My iBOS/e Shortcuts is where you can configure certain
Shortcuts iBOS/e Applications that you can click in the toolbar.
Input the caption or title in the Shortcut Header textbox.
Click the Add Link button to add a shortcut.
Fill out the fields with the appropriate data or value.
Caption - title or caption of the shortcut.
Shortcut paste/type the link or URL of the shortcut.
Refer to the tip below on how to add a new shortcut.
Click the <Save Changes> button to save, otherwise
click the <Cancel> button.
My External Input the caption or title in the Application Header
Applications textbox.
Click the <Add App> button to add a shortcut.
Fill out the fields with the appropriate data or value.
Caption - title or caption of the external application or
site
Application - link or URL of the external application
or site
Click the <Save Changes> button to save, otherwise
click the <Cancel> button.
iBOS/e User Role Manager is an admin utility that facilitates the grouping of users based
on their roles for effective maintenance. Refer to the steps outlined below on how to
configure user roles.
2. From the List of User Groups Page, click the <Add> button to create a new user
role.
3. Type in the textbox provided the Group Name and then click the <Add> button,
otherwise click <Cancel> to discard (Figure 10.2).
4. You will be directed to the List of User Groups Page (refer back to Figure 10.1). A
message prompt will inform you that the user role has been successfully added on
the list.
Adding Users
a. Click the Users link to add users for the said user role
b. The Member Users Page will appear.
c. Tick the checkbox that corresponds to the users of this user role.
d. Click <Save> button to save the changes made. You will be prompted that the
changes were successfully saved.
e. Click <Back> button to return to the List of User Groups Page.
a. Click the Groups link to add user groups. The Member Groups Page will
appear.
b. Tick the checkbox that corresponds to the group users of this user role.
c. Click <Save> button to save the changes made. You will be prompted that the
changes were successfully saved.
d. Click <Back> button to return to the List of User Groups Page.
NOTE: A number is displayed alongside with the Users and Group links
indicating the number of users or groups that is currently associated with that user
role.
2. From the List of User Groups Page, click the Edit link alongside with the user
role you want to edit.
3. Change the existing group name with the new one, then click the <Update> button
to save the changes otherwise click the <Cancel> button to discard changes.
4. A message prompt will inform you that the user role has been updated.
2. From the List of User Groups Page, under the Delete Column, tick the checkbox
alongside the user role that you want to delete or remove from the list, and then
click the <Delete> button.
3. A message prompt will inform you that the user role has been removed from the
list.
2. Click the Users link to give users access rights for the selected applications (Figure
11.2).
3. Tick the checkbox that corresponds to the user that you need to give access to this
application (Figure 11.3).
2. Tick the checkbox that corresponds to the group that you need to give access to
this application (Figure 11.5). Click <Save> button otherwise click <Back>.
iBOS/e eHR Access Manager is the tool that enables administrators to create filter fields that
will be used by certain eTasks and the iBOS/e eHR (now known as iBOS/e PeopleWARE)
Applications comprised of iBOS/e eTimekeeping, iBOS/e ePayroll, iBOS/e eRecruitment,
iBOS/e ePersonnel Requisition, and iBOS/e ePersonnel Movements. The assigned filter field
will be used by default in filtering fields for all the records saved in the iBOS/e eHR
applications.
2. From the iBOS/e eHR Access Manager Main Page; click the <Add New Filter>
button, see Figure 12.2
3. Fill out the fields with the appropriate data or value; refer to Table 1.
Field Action/Description
Description Type in the textbox provided the caption or title for this
filter.
Filter Field Select from the dropdown list the field that will be used
for filtering.
Data Saved in Filter Select from the dropdown list the field that will be
saved in the physical table.
4. Click the <Save> button to save otherwise click <Back> button to Cancel.
5. A message prompt will then appear to inform that the use filter has been added in the
list (Figure 12.3).
6. Under Default Column, tick the radio button to set this user filter as the default filter,
and then click the <Update Default iBOS/e eHR Filter> button. A Dialog Box will
appear, click <OK> button, otherwise press <Cancel>.
7. You will be prompted that the Filter Access has been successfully updated; see Figure
12.5.
Assigning Items
1. From the iBOS/e eHR Access Manager Page, refer back to Figure 12.1; click the
Assign Items link, see Figure 12.6.
2. Select from the list the iBOS/e eHR applications that will use the user filter. Click the
<Select> button to include otherwise click the <Remove> button to remove the user
filter from the list.
3. Click the <Save> button to save changes, otherwise click <Back> button to <Cancel>.
The User Table Manager allows the administrator to grant users access to tables used in
iBOS/e Data Architect.
2. Click the Edit link that corresponds to the name of the user whom you need to give
table access with. See Figure 13.2
3. From the Select Accessible Tables Page, on the Available Tables Pane, select the
tables that must be accessible to this particular user. Click to include the table
otherwise click exclude the selected table.
4. The selected tables will automatically be placed in the Accessible Tables Pane. See
Figure 13.3.
5. Click <Save> button otherwise press <Cancel>. You will be prompted that the access
rights have been successfully saved.
1. After logging in to your respective eWorkspace, click the eAdmin tab. The iBOS/e
eAdmin Main Page will appear. Refer back to Figure 7.0.
2. From the iBOS/e eAdmin Main Page, click the eAdmin Utility Tools and then click the
iBOS/e Tab Manager link, see Figure 14.1.
3. The iBOS/e Tab Manager Main Page will come into view, refer to Figure 14.2.
4. From the Tab Group Management link, click <Create New Group> button. The tab
group properties page will appear; refer to Figure 14.3.
5. Enter the description for this group. The description refers to the collective name of the
building blocks or applications being grouped. For example, Tabs for eAccount
Management, eKnowledge Management, eFinancial Management, etc should be
created and should be grouped under iBOS/e eEnterprise; For each tab, the
corresponding eForms, eViews, eReports should be listed. Tabs on the other hand, for
eRecruitment, ePayroll, etc should be grouped under iBOS/e eHR. Tabs for eForums,
eBoard, eForms, eViews, etc should be grouped under the iBOS/e WebShell.
From the Not Selected Items Pane, select the items that you need to include in this
particular group. Click on the item and then click <Select> tab to include the item to
the Selected Items Pane. Click <Remove> tab to remove the item and then click
<UP> or <Down> to arrange the items. See Figure 14.4.
6. Click <Save> button. You will be prompted that a new record has been successfully
created, see Figure 14.5.
1. Return to the iBOS/e eAdmin Main Page. Refer back to Figure 7.0. Click the eAdmin
User Tools and then iBOS/e Tab User Manager link. See Figure 14.6.
2. From the List of Available Tab Groups, click the Users or Group link that
corresponds to the newly created group, for example, the Users link for the iBOS/e
eHR. The List of Users of Tab Groups: iBOS/e eHR will appear. Refer to Figure 14.7.
3. Create the access for a particular user by ticking the box that corresponds to his/her
User ID. Refer to Figure 14.8 for an example.
4. Click <Save> button. You will be prompted that the changes were successfully saved.
Refer to Figure 14.9.
6. Log out of the iBOS/e and then login again to refresh and to view the newly created
tab, refer to Figure 14.10.
7. Click the menu to reveal the tab groupings menu and then select the link that you need
to view, for example: iBOS/e eHR. Refer to Figure 14.11.
1. From the iBOS/e eAdmin Main Page (refer back to Figure 7.0), click the iBOS/e Tab
Manager. Refer back to Figure 14.1.
2. The iBOS/e Tab Manager Main Page will appear, refer back to Figure 14.2. Click Tab
Creation Management link to create a new tab for the newly created group. The Tab
Creation Management Main Page will appear. See Figure 14.12.
3. Click <Create New Tab>. The Tab Creation Management form will appear, see Figure
14.13.
4. Type in the textbox provided the description of the tab. For Select Sub-company, click
the radio button that corresponds to Yes, if there is a sub-company, otherwise select
No. For Active: click the radio button that corresponds to Yes to allow users to view the
tab to be created, otherwise click No. Lastly, click Yes to allow the users to view its
masterfile, otherwise select No. Refer to Figure 14.14 for an example of a newly filled
up form.
5. Click <Save> button to save the tab. You will be prompted that the item has been
successfully created. See Figure 14.15.
6. From Figure 14.15, click assign items link to assign certain items from the various
applications of different building blocks having interrelated functions into this group.
The Add Tab Items will come into view. See Figure 14.16.
7. Click <Add Items> button to add a new item. The Assign Items Page will appear, refer
to Figure 14.17.
8. Click the dropdown list to select the Web Module Type. This is where the forms or data
to be assigned to this group will be taken. Upon selecting a web applications type, its
corresponding items will appear under the Web Module Items pane. Type in the
textbox provided the parameters and the group name of this tab.
9. Click an item from the Web Module Items pane that you need to include in this tab.
Click <Save Item> button to add the item. See Figure 14.18.
11. After the Tab Creation Management, users have to return to Tab Group
Management to assign the newly created tab to a group. For example, you created
the eAccounts tab. eAccount is under the iBOS/e eEnterprise, so you have to return to
Tab Group Management to assign eAccounts under iBOS/e eEnterprise group.
Refer back to Chapter 14, Figures 14.2, 14.3, and 14.4 and steps 3 and 6. Click
<Edit> to edit tabs in the group. From Figure 14.4, on the Not Selected Items Pane,
select the newly created tab that you need to include in this particular group. Click the
item and then click <Select> tab to include the item to the Selected Items Pane. Click
<Save> button.
1. Return to the iBOS/e eAdmin Main Page. Refer back to Figure 7.0. Click the eAdmin
User Tools and then click iBOS/e Tab User Manager link. The List of Available Tabs
will appear. See Figure 14.19.
2. From the List of Available Tabs, click the Users or Group link that corresponds to the
newly created tab, for example, the Users link for the iBOS/e PeopleWARE. The List of
Users of Tabs: eAccounts will appear. Refer to Figure 14.20
3. Create the access for a particular user by ticking the box that corresponds to his/her
User ID. Refer to Figure 14.21 for an example.
4. Click <Save> button. You will be prompted that the changes were successfully saved.
Refer to Figure 14.22.
6. Log out of the iBOS/e and then login again to refresh and to view the newly
8. Click the tab to view the item created in Activity 2. Refer back to steps 6-9 of said
activity.
Below is the CSS entry of the iBOS/e theme which controls the tab groups popup menu found
at <iBOS/e_root>/webshell/themes/<theme_code>.css:
Note: below are Cascading Style Sheets scripts, to learn more about this, you may visit
http://www.w3schools.com.
#tabGroupMenu li {
Padding-bottom: 3px; <--- indicates the additional space between the group name
and its own border
}
a.linkTabGroupMenu: link {
Text-decoration: none; indicates that the group name link will not contain an
underline.
Color: #000000; indicates the color of the group name link.
a.linkTabGroupMenu: hover {
Text-decoration: underline; indicates that the group name link will contain an
underline when mouse pointer is hovered.
Color: #000000; indicates the color of the group name link when mouse pointer is
hovered.
a.linkTabGroupMenu: visited {
Text-decoration: none; indicates that the group name link will contain an
underlinethe one that had been visited before already.
Color: #000000; indicates the color of the group name link when mouse pointer had
already been visited before.
}
Introduction
Creating Common Items for Various Data Types
Creating Types for Common Items for Various
Content Data Type
Creating Hierarchy and Hyperlink for Various
Content Data Type Using the Editor for
Common Items
Creating the Content Entry Using the Editor
for Common Items
Various Configurations of Main and Index
Templates in Types for Common Items
OVERVIEW
This part of the manual will guide you through the steps associated in Creating Common
Items using two of the tools under the eAdmin Module: the Editor for Common Items and
the Types for Common Items.
The Types for Common Items is the tool that will help you to upload primary information that
should appear in the eSkin or main page of your companys website. The Editor for Common
Items on the other hand, is the tool that will allow you to update, modify, edit unstructured
data, and maintain these items. These easy-to-use applications will help you organize your
sites appearance.
Module Highlights:
Associated Applications:
iBOS/e eAdminTypes for Common Items and Editor for Common Items
Expected Users:
The next step is to create common items for the forms and other content data type using the
Types for Common Items and Editor for Common Items in the iBOS/e eAdmin. The Common
Items are used to enter data types for your main page and other information that you want to
include in your website. Using the Types for Common Items, the iBOS/e Administrator has the
option to either create iBOS/e Quick links for the content (refer to Figure 16.4), or to directly
display the content in the center page, or at the right side of the site depending on your
preference.
2. Click Types for Common Items hyperlink. The Common Items Page will appear.
and you dont want to display the form outright in the sites main page.
Refer to Activity 4 for a more elaborate discussion on Main and Index Template usage for
forms.
Select index-Entries in 2 Columns by Date- using this template would show two latest article
entries in two consecutive columns. Main Template: center-Multiple Entries by Date
Index Template Select index-Entries in 2 Columns by Sort ID- using this template would show two article
entries having the highest Sort IDs in two consecutive columns. Main Template: center-
Multiple Entries by Sort ID.
Select index-Entries in 2 Rows by Date- using this template would show two latest article
entries in two consecutive rows. Main Template: center-Multiple Entries by Date.
Select index-Entries in 2 Rows by Sort ID- using this template would show two article
entries having the highest Sort IDs in two consecutive rows. Main Template: center-Multiple
Entries by Sort ID.
Select index-Links to be Displayed in a New Window-create link for the article to open in a
new window.
Select index-Picture Only Index-displays a picture in the main page.
Select index-Quotations/Anecdotes-displays smaller version of the message board; created
mainly for quotable quotes. Main Template: center-Message Board.
Select index-Standard Message Board-displays the whole article in the main page.
Select right-Promo Display-displays company advertisements at the right side of the
website. Main Template: center-Single Page Display.
Select right-Single Display by Date- shows the latest article in the main page.
Select right-Single Display by Sort ID-shows the article/form with the highest ID.
Index Template
Parameters
Image Name in the An option used to specify an image file in an item when displayed in the index page.
Index
Type Enabled Tick box to enable the Job Application Form in the main page of your site.
6. Click <Back> button; check in the unstructured data type main page (Figure 16.2)
whether the newly created data type is now shown on the list.
NOTE: Fields with asterisk <*> are required fields and must, therefore, be
filled out with the appropriate value.
Steps
Hierarchy and hyperlink refers to the iBOS/e Quick links found in the main page. Refer to the
Figure 16.4 shown below.
The iBOS/e Administrator has the option to show the form through the iBOS/e Quick links or
by showing it at the center or right side of the site depending on the main and index template
selected in the Types for Common Items. For the steps on how to show the form at the center
or right side of the site, refer to Activity 4 of this Chapter.
The steps outlined below illustrate the use of Hierarchy and Hyperlink in displaying the form in your
main page.
Hierarchy
Hyperlink
Steps
1. From the iBOS/e eAdmin Tab, click Editor for Common Items hyperlink. The Available
Common Items will appear.
2. Click the root name created to hold all hierarchies and hyperlink of your site.
6. Click <Save> button. Click <Add Content> button to add a Hierarchy. Fill out the
information needed, refer to Table 16.3.
After creating the Types for Common Items using the Types for Common Items in eAdmin and
its corresponding Hierarchy and Hyperlink using the Editor for Common Items in eAdmin, the
next step for you is to create the content entry for your form of your corporate news/articles
using the Editor for Common Items.
This activity is very vital for forms because it allows you to link the form you created in eViews
(refer to iBOS/e 2012 eViews Manual) to the types for common items, hierarchy, and hyperlink
you created for the form.
Steps
1. After assigning the hyperlink to the hierarchy and clicking the Main Page link (Activity
2), the List of Main Types by Description will again come into view.
2. Look for the description of your form from said list (as in our example: Apply Online).
Click Apply Online Link. A window similar to the one shown below will appear.
6. Click button.
7. Click Home link and check whether the form was successfully created. Click Apply
Job Online hyperlink. . Refer back to Figure 16.4.
iBOS/e 2012s Types for Common Item allows you to view your articles and forms in several
ways. Refer to Figure 16.11 and Table 16.6 for forms and Figure 16.12 respectively.
Table 16.6. Applicable Main and Index Template for Online Forms
Main Template Index Template Result
--none Applicants will be able to access
the form through hierarchy and
Click the dropdown list hyperlink in
of the Index Template iBOS/e 2012s Quick links. Refer
and choose None. to Figure 16.12.
Applicants will be able to access
--index-Entries in Single the form in the center page of
Row by Date the site. Refer to Figure 16.12. A
particular Index by Date means
Click the dropdown list that the form (assuming you
of the Index Template and have a number of forms) that will
choose index-Entries in be shown first is the latest one,
Single Row by Date. regardless of its Sort ID.
Applicants will be able to
--index-Entries in Single access the form in the center
Row by Sort ID page of the site. Refer to Figure
16.12. A particular Index by Sort
Click the dropdown list ID means that the form
of the Index Template (assuming you have a number of
and choose index-Entries forms) that will be shown first is
in Single Row by Sort ID. the one with the highest value of
Sort ID regardless of the forms
date.
--Right- Single Display by Applicants will be able to access
Date the form in the right side of the
site. Refer to Figure 16.12. A
particular Index by Date means
that the form (assuming you
have a number of forms) that will
be shown first is the latest one,
regardless of its Sort ID.
--Right- Single Display by Applicants will be able to access
Sort ID the form in the right side of the
site. Refer to Figure 16.12. A
particular Index by Sort ID
means that the form (assuming
you have a number of forms)
that will be shown first is the one
with the highest value of Sort ID
regardless of the forms date.
The iBOS/e Mail Template Creator enables the administrator to create customized mail
templates used by certain departments e.g. the Recruitment Department to notify job
applicants, short listed candidates, among others. Refer to the steps outlined below on how to
configure the iBOS/e Mail Template Creator.
4. Click the <Add Mail Template> button to add the template otherwise press <Back>.
5. Click <add Other Configuration> button to add other details for your mail. This is
used especially when the template letter that you are creating is a job offer wherein
you need to include in the letter Item Codes such as the applicants hiring date, salary,
immediate superior, employment status, position, among others. Refer to Figure 17.3.
6. From the Select Item Code Pane, select the item codes that you need to include in the
letter and then click add the item. Click to exclude the items previously
selected. See Figure 17.4.
7. Click the look up button to select the employee who approved the inclusion of said
item codes. See Figure 17.5.
8. Select the approver and then click <Save> when done already.
Introduction
Configuring the iBOS/e eSkin
CREATING eSKINS
Creating a New eSkin
OVERVIEW
This part of the manual will guide you through the steps associated in Creating eSkins using
one of the tools under the eAdmin Module: the iBOS/e eSkin Manager.
The iBOS/e eSkin Manager is the tool that will help you add, edit, delete, or change your
corporate webskin. This tool provides you with templates used for creating distinctive looking
corporate skin or facade of your companys website. It allows customization of the main page
layout and its overall look.
Module Highlights:
Creating eSkins
Associated Module:
Expected Users:
Steps
1. After logging in to My iBOS/e, you will automatically be brought to My iBOS/e
WorkSpace; refer back to Figure 7.0. From the iBOS/e eAdmin Main Page, click the
eAdmin Utility Tools and then click the WebSkin Manager. See Figure 18.1.
Table 18.6. Fields in the New eSkinRelated Information Side Bar Options
Fields Actions/Remarks
Bullet Type Select which bullet type will be used by clicking the
radio button that corresponds to none, image, or list,
depending on your preference. If "None" is selected,
the Image Type and List Type are both disabled.
Image Type If "Image" is selected, click the lookup button in
Image Type to choose an image to use. The List
Type will be disabled.
List Type If "List" is selected, click the dropdown list to
choose the List Type that will be used. The Image
Type will be disabled.
5. You will be prompted that the new eSkin has been successfully added. Click <Back>
button.
6. Under default column, tick the radio button that corresponds to the eSkin Template
that you want to be the company's default eSkin settings. Go back to your main page;
refer to Figure 18.3.
Company logo
Background Caption Header
(see Table 18.2)
Menu Bar Image Caption (see Tableput
You may image as a
18.2) Top
(see Table 18.3) background and you may change
(see Table 18.3)
color
Right Window
Item Bar
You can change (see Table 18. 3)
font color.
Right
(see Table 18.3)
Left
(see Table 18.3)
Steps
1. From the Configure iBOS/e eSkin Window, edit an existing eSkin by clicking the edit
link that corresponds to the eSkin that you want to edit. A figure similar to the one
shown below will appear.
Click Update
Theme
4. From the Configure iBOS/e eSkin Window, copy an existing webskin by clicking the
copy link that corresponds to the eSkin that you want to copy. A figure similar to the
one shown below will appear. .
6. From the Configure iBOS/e eSkin Window, delete an existing webskin by clicking the
delete link that corresponds to the eSkin that you want to delete. A figure similar to the
one shown below will appear.
Click <OK>
button to delete
an eSkin
otherwise; press
<Cancel>
7. Click <OK> button to delete the eSkin you have chosen, otherwise press <Cancel>.
The iBOS/e Data Architect is an iBOS/e eAdmin utility that is basically responsible in setting
up how an eForm will appear to users.
Registering physical tables into the iBOS/e IEDA (Infostructure Enterprise Databank
Architecture), loading data dictionaries that corresponds each table, defining unique indexes
and auto-generated fields, and setting up of lookups are the main capabilities of iBOS/e Data
Architect.
iBOS/e Data Architect also functions as a source and a repository during data processing. It
allows modification of field properties like renaming of captions, hide-on-browse function for
certain fieldnames of tables to conceal confidential fields. It also has the function to add new
fields and delete fields used in eForms.
As a prerequisite before using iBOS/e Data Architect in registering tables, make sure all
physical tables are existing and ready.
iBOS/e tables should be registered in the database to be recognized by the system as the
source and a repository of processed data. Setting unique indexes (primary keys) are done to
avoid duplicate entries in the database.
iBOS/e only manages tables registered in the iBOS/e Data Architect that is why it is necessary
to record all important and often-used physical tables to take advantage of the systems
capability.
1. To begin with, go to eAdmin page by clicking the eAdmin tab, see Figure 19.1
2. The eAdmin page will appear. From the eAdmin main page, find and click the link
corresponding to iBOS/e Data Architect, Figure 19.2.
3. The page listing all tables registered under iBOS/e Data Architect will appear. Notice
that the registered tables are grouped according to different database levels: Global,
Company, Sub-Company, and Transaction.
4. If the table to be registered should be included under Global, click first the Global
hyperlink. This will also apply to other tables that will be registered under different
database levels. Refer to Figure 19.3.
5. To register a new table under Global, click the hyperlink corresponding to Global.
Notice that the active database level will become highlighted.
6. Click <Add Table> button. A new page will be displayed. Refer to Figure 19.4.
Refer to Table
18.1 the for the
detailed
description of each
item
7. Complete the information in registering tables. Refer to Table 19.1 on how to fill-up
the fields.
Click the drop-down list to reveal the combo box that will provide you
with the table types available such as Global Table, Company
Table, Transaction Table, InfoCard, LookupCard, HR Table,
Applicant Table, or System Table.
Global (G), Company (C) and Transaction (T) Table These are
non-system tables that are also not lookups or InfoCards tables
Table Type found on the Global, Company and Transaction level database
respectively.
InfoCard (IN) Can either be Global, Company or Sub-Company
level database tables. These tables should contain additional
information for Master Files.
Lookup Card (LK) Usually Global or Company level database
tables. These tables should contain reference data.
HR Table (IN21) These tables are usually Master Files that are
used by the BOS/e HR InfoManager applications.
Applicant Table (INAP) These are usually Company level
database tables that are also Master Files for your companys
Applicants. Tables of this type are shown in BOS/e Applicant
InfoManager.
System Table (RG or ST) These are usually Global level
database tables that contain setup values or registry data being
used by BOS/e. System Tables are shown in BOS/e Registry
Manager.
1. Click the Load Dictionary button corresponding the table GMFPEOPLE. A new page
will be displayed containing all data dictionary for GMFPEOPLE.
2. To add a new data dictionary, click <Load Dictionary> button. Notice that a message
will prompt the user that data dictionary for GMFPEOPLE has been successfully
loaded; see Figure 19.7.
Items under
Fieldname (Figure
18.7) are the same
items under Column
Name (Figure 16.8)
of your physical table
NOTE:
The table GMFPEOPLE will now appear in your SQL Server, as this will be
the same table that will be loaded in your iBOS/e. Refer to Figure 19.8.
3. Refer back to Figures 19.7 and 19.8. On Figure 19.7, notice that the items under the
column Field Name are the same items that can be found under Column Name of
Figure 19.8. The only difference is the order by which each items appear. The order
on how the items on iBOS/e will appear depends on how you will define their Column
Order, which will be discussed as we go through the procedure.
4. Now that the dictionary has been loaded, the next step is to configure each field of
GMFPEOPLE according to how the form will appear to the users. Click the EDIT
hyperlink corresponding the Field Name that will be configured, e.g. ACTIONBY
(field name).
Figure 19.9. Configuration page for the selected data dictionary item
Table 19.2. Field description of each item in Editing Column Names in Data Dictionary
Field Description
Table Name Read-Only. The table to which the data dictionary belongs.
Column Name Read-Only. By default, this will follow the fieldname of the physical table.
Column Description By default, this will follow the fieldname of the physical table.
ftString - it will only recognize an alphanumeric input, varchar.
ftDateTime - it will only accept date and time values. By default, the date and time
are set to be equal to the system date (sysdate). The form view will display BOS/e
Pop-up Calendar
ftInteger - it will only recognize numeric input, whole numbers only.
ftFloat it can accept numbers with precision, meaning decimal inputs
Column Type ftMemo - it is used when the date entry consists of a paragraph used for creating a
remark or a comment field; or column values that exceeds 256 characters
Table 19. 2. Field description of each item in Editing Column Names in Data Dictionary
(Continuation)
Field Description
User can input any numerical value, but by default, value is set to 30. Ideally, the best value is
Physical Width equal to the value used in the physical table.
Display Width By default, value is set to 100. Ideal value is 50.
This is a condition that should be satisfied, or it can also be a company policy the organization
has for a certain field information. For example: Given that newly graduates to be employed by
Validation Rule the company should be at least 20 years old, the DateHired field can have a validation rule --
subtracting DateHired from Birthdate to verify if the employee meets the age requirement
This is how iBOS/e will interpret your keyboard input. This is used in eForms, eSkin forms, and
eViews. The conversion of input will only take effect upon saving of data.
Normal - iBOS/e will interpret all keyboard input as regular/normal characters
Character Case
UpperCase - iBOS/e will automatically convert small or lowercase letters to uppercase letters.
LowerCase - iBOS/e will automatically convert big or uppercase letters to lowercase letters.
Input the default value of this particular field. This is the value a user will see every time the
Default Value
form is displayed. By default, items that should have values will contain an asterisk (*).
This is dependent on the Column Type selected. It functions with ftCombo. Input items
delimited by a comma (,).
Note:
Choice > 6
Table 19.2. Field description of each item in Editing Column Names in Data Dictionary
(Continuation)
Field Description
This is the label or caption name that will group your eForms.
eAccounts,
eFinancial,
eKnowledge,
Input one to two words that describe the function of a particular item. Hint is displayed when the
mouse is hovered within the area of a particular icon, a tool tip can be viewed.
Select <Y> if items will be displayed horizontally, else select <N> to display items vertically.
Same Row
Editable Select <Y> if input can be modified after saving, else select <N> if not.
Select <N> if item can be viewed on the browse eForm page, else <Y> if it cannot be view by
Hide on Browse
users in the eForm.
6. After configuring properly the setup for the fieldname APPROVED BY of table
GMFPEOPLE, click <SAVE>. To undo all inputs, click <CANCEL>.
7. After completely configuring all the field names under table GMFPEOPLE, return to the
list of tables under the Global database level.
NOTE:
Tag <N> for VISIBLE and <Y> for HIDEONBROWSE on the following items:
1) ACTIONBY
2) APPROVED
3) ATTACHMENTCODE
4) DATEACTIONWASDONE
5) DATELASTUPDATE
6) PERSONNELIDNO
7) RECCREATEDBY
8) RECDATECREATED
9) ROUTEID
10) TIMELASTUPDATE
11) USERID
1. Refer to Figure 19.10. Notice that the field DocNumber is automatically filled up by an
auto-generated number.
2. In this case, we shall discuss every character and number that can be found in an
iBOS/e auto-generated trace number.
LV2004061000004
[LV][20040610][00004]
3. To begin the configuration of the auto-generated field, click the Auto-Gen Fields button
that corresponds to the table GMFPEOPLE. A new page (Figure 19.11) will be
displayed.
4. Click <ADD>. A new page will appear in your screen, see Figure 19.12. Refer to
Table 19.3 as guide as how to fill up the information requested.
1. To begin configuration of the auto-generated field, click the Auto-Gen Fields hyperlink
corresponding the table GMFPEOPLE. A new page (Figure 19.13) will be displayed.
2. Refer to Table 19.4 to complete the information being requested in setting up the
Lookup fields.
This is the name of the field where the column will be referenced. This will be
saved in the database.
Lookup Key Field Lookup
Master Icon
Field
This is the column from the Lookup Table where data will be returned. This is
Lookup Result Field for viewing purposes only. It cannot be saved.
Input extra fields. This is comma-delimited. This is for viewing purposes
Extra Result Field/s only. It cannot be saved.
3. After completing the setup, click <ADD>. To undo all inputs, click <CANCEL>.
4. The procedure applies to all field items of your table that has lookup fields.
Appendix 1
iBOS/e complies with IEDA (Infostructure Enterprise Databank Architecture) which is divided
into four levels: The Global Database, Company Database, Sub Company Database and
Transaction Database. Each of these databases contains tables that are used by iBOS/e. As
System Administrator, it is your job to learn how to name the physical tables. This will be very
useful when creating new tables that your company needs, or for debugging purposes, when
you need to look for specific tables to check on data types/ data length, validity of data, among
others.
This document is divided into two parts. Part 1 describes how iBOS/e Tables are named. Part
2 contains guidelines for creating new tables that your enterprise will use.
Part 1
1. Table Level
2. Table Type
3. Table Description
Format:
ABBXXXXXXX
Where:
A Visibility according to level.
G Global
C Company
S Sub-Company
T Transaction
BB Table Type
MF - Master File
LK LookUp Card
IN - InfoCard
IN21 - InfoCard (for 201 files)
BR - Business Rule
RG - Registry
ST - Setup
Examples:
GRGSUBCOMPANY This is a table that contains the global registry of sub-companies.
CIN21TRAVEL This is a type of InfoCard table that contains the travel information of an
employee.
Company holds data that are local to a company. Consequently, it is applicable to all
the sub-companies in that company.
Sub-Company holds data that are local only to a sub-company. Some data describes
what data are stored in the iBOS/e Transaction databases.
Master - holds permanent information about the business such as information about
employees, vendors, customers, and so on and so forth.
Lookup Card same with Master tables but with lesser priority and importance with
data in the Master.
Registry holds information about the data that are entered into the system or
pertaining to the system. These data can be permanent or time-bound, examples are
payroll Files, eForms instances, iBOS/e Users, Data Locations, etc.
Setup holds information on how iBOS/e as a business system, is set up. This
includes tables that describe the association of iBOS/e entities, and such.
Part 2
In creating new tables for Master files, InfoCards, and Lookup Cards, additional fields must be
included in the table. These data serve as an Audit Trail function for the table. These fields are
not required when creating new tables, and iBOS/e will function normally without the
additional fields stated below.
Right Header Click lookup to choose the image for the upper
right corner of the Workspace.
Right Header Dimension Type Tick the radio button that corresponds to width
or height.
Right Header Dimension Value Set numeric value for the dimension of your right
header.
Background Color
Left Header Indicate the color name or value for the upper
left part of the Workspace.
Right Header Indicate the color name or value for the upper
right part of the Workspace.
Bottom Footer Indicate the color name or value for the bottom
part of the Workspace.
Background Images
Left Header Click the Look up button to select the image for
the left header.
Right Header Click the Look up button to select the image for
the right header.
5. From the iBOS/e eWorkspace Manager, tick the radio button that corresponds to the
Default if the newly added Workspace is the default Workspace.
2. Make the necessary changes and then click <Save> button. You will be prompted that
the Workspace has been successfully updated.
3. From Configure iBOS/e eWorkspace Manager Page (Figure 20.1), copy a particular
Workspace by clicking the copy link that corresponds to said Workspace that you
need to copy. A figure similar to the one shown below will appear.
Click this
4. Click <Copy Workspace> button to copy the Workspace. You will be prompted that
the Workspace has been successfully copied.
that you need to delete. A confirmation dialog box similar to the one shown below will
appear.
6. Press <OK> button to delete the Workspace, otherwise click the <Cancel> button.
7. You will be prompted that the Workspace has been successfully deleted.
iBOS/e File Manager is the tool that manages your files, images and other electronic
information for your site.
Steps
Uploading Files using the iBOS/e File Manager
1. After logging in to your workspace, click the eAdmin tab. From the eAdmin Main
Page, click the iBOS/e File Manager. The List of Uploaded Files in iBOS/e will
appear; refer to Figure 21.1.
2. Create a directory. Fill up the New Directory Name using the text box provided and
then click <Create Directory> button. See Figure 21.2.
3. From the List of Uploaded Files (refer back to Figure 21.1), click the link of the newly
created directory.
4. Click Browse button to start importing and uploading files, images and other electronic
data. A Choose File Window will appear, refer to Figure 21.3.
5. Select the File you want to upload. The file path will be reflected in the text box [NOTE:
ou can upload 5 files at a time]. Refer to Figure 21.4.
7. The uploaded file(s) will be reflected in the Files/Directory Name including the date
when it was uploaded and the file size in KB.
Deleting a File
From the List of Uploaded Files (refer back to Figure 21.1), click the Delete
link that corresponds to said File that you need to delete. A dialog box will
confirm if you really want to delete the file. See Figure 21.5.
You will be prompted that the record has been successfully deleted.
Viewing a File
From the List of Uploaded Files (Figure 21.1), click the View link that
corresponds to said file that you need to view. The file will come into view.
Renaming a File
From the List of Uploaded Files (Figure 21.1), click the Rename link that
corresponds to said file that you need to rename. A dialog box will prompt you
to type in the text box the new file name.
Type in the text box the new file name and then click Rename button otherwise
click Cancel.
The iBOS/e Utility Audit Trail Viewer function as your database transaction logs and history,
meaning that all actions and modifications done on a particular iBOS/e Module are monitored
and recorded.
As the iBOS/e System Administrator, you can keep track of Users and Groups who were
granted access on selected iBOS/e Module like eBooks, eViews, and eForms.
2. Select from the tab the specific applications you want view (eBooks, eFiles, eForms,
eViews, eQueries, and eSkin).
a. From the eBooks Audit Trail Main Page, view the Audit Trail of an eBook by
clicking its Book Code link.
b. A new page will be displayed on your screen containing the UserID of the
persons who made transaction on that eBook, the Item Modified, the Audit
Date, the Audit Time and the type of Action made. This table listing can be
sorted and filtered according to your preference, refer to Figure 22.3.
b. Click <Back> button to return to the List of UserIDs for that eBook.
a. The eForms Audit Trail Viewer will give you a table containing UserID,
Lastname, Firstname, and Middlename of Users. This list can be sorted
and filtered according to your preference.
From the eForms Audit Trail Main Page, click a particular UserID; a new
page will be displayed on your screen. This contains all the eForms that the
user has access to.
b. Click the link of an eForm; this will give you a table containing a list of records
including its Description, Entity Code, Project Code, etc. depending on the
fields of the selected eForm.
a. The eViews Audit Trail Viewer lists all available eViews on your company
website. The table will display the eView Description, the Tablename of its
records, and the Primary Keys.
From the eViews Audit Trail Main Page, click a particular Description link;
a new page will be displayed on your screen. It contains the UserID, the
Date and Time of transaction, and the type of Action made. This table listing
can be sorted and filtered according to your preference.
a. The eSkin Audit Trail Viewer lists all available eSkin on your company
website. The table will display the eSkin Theme and the Default value.
From the eSkin Audit Trail Viewer Main Page; click a particular Theme link;
a new page will be displayed on your screen. It contains the UserID, the
Audit Date and Audit Time of transaction, and the type of Action made.
This table listing can be sorted and filtered according to your preference.
TIP: To browse the Book Code, UserIDs, eViews Description, eSkin Theme,
among othersyou may click to view the last page of the file. Click to go back
to the previous page of the file. Click to go back to the first page of the file. Click
to go to the next page of the file.
User connection viewer serves as the audit trail for all connections and visited pages for
each user of iBOS/e 2012.
Steps
1. From eAdmin, click User Connections Viewer link. The User Connections
Viewer Main Page will appear, see Figure 23.1.
2. From the User Connections Viewer Main Page, administrators have the
option to view all the visited links and requested pages of each user or
disconnect a user or all current connections.
3. Click the disconnect link that corresponds to the name of the user that you
want to disconnect from iBOS/e 2012. NOTE: Example of users that the
administrator may opt to disconnect is resigned employee(s) whose account(s)
are still active.
4. A dialog box will prompt you if to confirm if you want to disconnect the user,
refer to Figure 23.2. Click <OK> button; otherwise click <Cancel>.
5. Click the view link that corresponds to the name of the user whose connection
details you want to view. The connection details window will appear, see Figure
23.3.
NOTE: The page includes the time when the user connected to iBOS/e 2012, the
elapsed time, and the requested page(s).
NOTE:
To Filter Users, set the field name by clicking the dropdown list. Select from the following
fields: by User, Date, Time, IP Address, and Logon Account. Select Sorting Field: Click
the dropdown list. Select from either ascending or descending. Type in the Filter text box
the information that you want to search: the User name, the specific date; i.e., the date
today, Time, i.e., the time today, the IP Address, the user's Logon Account depending on
the field name you specified.
iBOS/e Website Manager serves as a tool for performing updates in the program files of
iBOS/e 2012, conducting complicated tasks, and administering the database.
Steps
1. From the eAdmin tab, click the Website Manager link. The iBOS/e Website
Manager Main Page will appear; see Figure 24.1.
2. From the iBOS/e Website Manager Main Page, administrators have the option to
do complicated tasks and tweaks in iBOS/e such as:
NOTE: All activities mentioned above require the administrator to input the
admin account's password for security purposes.
2. Input the admin accounts password and then click the <Update> button.
Uploading Files
1. From the list, browse a folder.
2. From the Upload Files Pane (Figure 24.2), click the <Browse...> button.
3. The Choose File window will appear. Search for the file that you need to upload.
4. Input the admin accounts password and then click the Upload Files button.
1. From the SQL Executioner pane (refer to Figure 24.3), input the SQL statements in the
textbox provided.
2. Or use the buttons (SELECT; INSERT; UPDATE; DELETE; CREATE; ADD, EDIT,
AND DELETE FIELDS; and DROP) for pre-configured SQL statements.
3. Using the dropdown list, choose the database where you will execute the script.
5. Using the textbox provided; input the Page Break for every 'n' record.
6. Using the textbox provided; Input the admin accounts password and click the Execute
button.
Introduction
Configuring the iBOS/e WebShell eBoard
iBOS/e eBOARD
Introduction
This part of the manual will guide you through the steps associated in Creating eBoards
using three of the tools under the eAdmin Module: the Website Manager, eBoard Manager,
and the eBoard User Manager.
The eBoard Manager is the tool that will help you add, edit, delete, or change your eBoard.
This tool provides templates used for creating company memos, letters, and announcements
and eBoards for the companys website.
Module Highlights:
Associated Module:
Expected Users:
The first step in creating an eBoard is to upload it (in .jpeg of .gif file) using the Website
Manager. Afterwards, you may create a new eBoard using the eBoard Manager. eBoards are
the electronic equivalent of your companys bulletin boards. Your company may use it for
publishing company memos, letters, and announcements.
Steps
1. After logging in, the eBoard Main Page will appear, refer to Figure 25.1.
2. From iBOS/e eBoard, click iBOS/e eAdmin, from eAdmin, click Website Manager
link. The Website Manager window will appear. Refer to Figure 25.2.
3. Click <Browse> button to choose the eBoard that you want to upload. The Choose
File window will appear. Refer to Figure 25.3.
4. Select the file that you need and then press <Open> button. See Figure 25.4.
Take note of the path of your newly
uploaded eBoard, you will need it once you
create a new eBoard for this in Activity 2
5. Click <Upload Files> button. You will be prompted that the file has been successfully
saved.
eBoard Manager allows you to create, copy, edit, and delete an eBoard.
Steps
1. From eAdmin, click eBoard Manager link, a figure similar to the one shown below will
appear.
2. Click <New eBoard> button to create a New eBoard. See Figure 25.6. Refer to the
table below for the fields.
Start Date Click . The iBOS/e Calendar will appear. Select the pertinent start
date of the companys eBoard.
End Date Click . The iBOS/e Calendar will appear. Select the pertinent end
date of the companys eBoard.
Type a brief description of your eBoard, for example: September 2012
Description eBoard
Display Tick box if you want to display the Description you entered.
Type in the content box the path of the image you have previously
Content uploaded in Activity 1 (see Figure 25.4), for example: <img
align=center src =images/iscc/iBOS/emainapril2004.jpg>.
Archive Tick box if you want to place the eBoard into the archive.
3. Click <Add> button. You will be prompted that the eBoard has been successfully
added.
Steps
1. From eBoards Main Page (Figure 25.5), edit a particular eBoard by clicking the edit
link that corresponds to said eBoard that you need to edit. An eBoard is being edited to
place it into archive so that the newly created eBoard (refer to Activity 2) will be
reflected in the respected eBoards of the employees. Refer to Figure 25.7.
3. Click <Save> button. You will be prompted that the eBoard registry has been
successfully updated.
1. From eBoards Main Page (Figure 25.5), copy a particular eBoard by clicking the copy
link that corresponds to said eBoard that you need to copy. A figure similar to the one
shown below will appear.
2. Click <Copy> button to copy the eBoard. You will be prompted that the eBoard has
been successfully copied.
Steps
1. From eBoards Main Page (Figure 25.5), delete a particular eBoard by clicking the
delete link that corresponds to said eBoard that you need to delete. A figure similar to
the one shown below will appear.
3. You will be prompted that the eBoard has been successfully deleted.
iBOS/e eBOARD
Defining the Access Rights for eBoard
Steps
2. Under eAdmin, click eBoard link and then click the eBoard User Manager link. The List
of Available eBoards will appear. See Figure 26.2
3. Click the Users Link that corresponds to the eBoard that you want to have the access
rights defined. Refer to Figure 26.3.
4. Tick the box that corresponds to the user(s) that you want to have an access with the
eBoard you created in Activity 2. Click <Save> button otherwise choose <Back>.
1. From Figure 26.2, define the type of access by Group by clicking the Groups
hyperlink. A figure similar to the one shown below will appear.
2. Tick the box that corresponds to the group that you want to have an access with the
eBoard you created in Activity 2. Click <Save> button otherwise choose <Back>.
iBOS/e eBOOKS
Creating eBooks
iBOS/e eBooks is the electronic equivalent of company manuals and other published materials
e.g. handbooks. It can be used to publish company manuals in iBOS/e Portal such as HR
policy manual, training manuals, guidebooks, and other voluminous materials. Various types
of eBooks can be created using the eBooks Listing, eBooks editor, and the eBooks User
Manager of the eBooks Utilities Applications.
Steps
2. From your iBOS/e eWorkSpace, click the eBooks tab, the iBOS/e eBooks Main Page
will appear. Refer to Figure 27.1
3. From the Utilities Applications, click the eBooks Listing hyperlink. This will lead to a
page containing the list of eBooks, see Figure 27.2
4. Click the <Add> button to add a new eBook. The Add a Book Type form will
appear, see Figure 27.3.
6. Click <Save> button. You will be prompted that the eBook has been added already.
7. Click iBOS/e eBooks link to go back to the eBooks Main Page. From Utilities, click
eBooks Editor. See figure shown below.
8. From the list of eBooks, click the link of the eBook you created in Step 4. The Master
List Page will appear, see Figure 27.5.
9. Click Add New Item link to create the content(s) of the eBook. See Figure 27.6.
10. Create the Hierarchy by filling out the information needed, see Table 27.2.
11. Click <Save> button. You will be prompted that the hierarchy has been successfully
saved.
12. From Step 9, create the Content by filling out the information needed (refer back to
Table 27.2). NOTE: For the Content Type, tick the radio button that corresponds to
Content.
13. Click <Save> button. You will be prompted that the content has been successfully
saved.
14. Click <Back> button. The Master List Page will appear. Click the link of the hierarchy
previously created. Find and highlight the Caption of the content, press Ctrl key and
left click simultaneously to assign content to a hierarchy.
16. Repeat Steps 8 to 15 to add new hierarchy and content and to assign certain
content(s) to a particular hierarchy.
2. Click the Users Link that corresponds to the eBook that you want to have the access
rights defined.
3. Tick the box that corresponds to the user(s) that you want to have an access with the
eBook. Click <Save> button otherwise choose <Back>, see Figure 27.8.
1. From Figure 27.7, define the type of access by Group by clicking the Groups
hyperlink. A figure similar to the one shown below will appear.
2. Tick the box that corresponds to the group that you want to have an access with the
eBook. Click <Save> button otherwise choose <Back>.
TIP: To browse the Users of eBooks List you may click to view the last page of
the file. Click to go back to the previous page of the file. Click to go back to the
first page of the file. Click to go to the next page of the file.
1. From the iBOS/e eBooks Main Page, click the link of the eBook that you need to view.
iBOS/e eForums
Configuring the eForums
eForums is also commonly called as online forum; it provides an environment for multi-
threaded discussions among selected participants on topic posted by a department (e.g. HRs
proposal for employees to start wearing uniforms).
2. From the eForums Main Page, under Utilities, click the eForums Personal Folder link
and the Shared Folders Page will appear, see Figure 28.2.
4. Fill out the fields with the appropriate data or value. Refer to Table 28.1.
5. Click the <Save> button to add this folder; otherwise click the <Back> button to
discard.
6. A message prompt will then appear to inform that the folder has been successfully
added in the list.
7. Go back to the iBOS/e eForums Main Page. Click the link of the title of the eForums
Personal Folder you created in steps 2-6, see Figure 28.4.
8. To share this discussion, click <Move Discussion> button. Refer to Figure 28.5.
10. Click the Save button to add this folder, otherwise, click the Back button to discard
1. From the eForums Main Page (refer back to Figure 28.1), under Utilities, click the
eForums Shared Folder Manager link and the Shared Folders Page will appear, see
Figure 28.6.
2. Click the <Create Folder> button to add a new folder, see Figure 28.7.
3. Fill out the fields with the appropriate data or value. Refer to Table 28.3.
4. Click <Save> button. A message will prompt you that the record has been successfully
saved.
5. Click the iBOS/e eForums link to go back to the iBOS/e eForums Main Page. Define
the access rights using the eForums User Manager*.
6. From the iBOS/e eForums Main Page, under the Shared Folder is a list of shared
folders you created using steps 1-4.
7. Click the link that corresponds to the newly created shared folder.
8. A figure similar to the one shown below will appear (Figure 28.8).
share.
Member Click the lookup icon; a new window will open
containing the iBOS/e Lookup Dialog box. Select from
list the member who needs to receive this discussion.
Click the Select button to add the selected member on
the list. Click Remove button to remove the selected
member on the list. Repeat this steps to add a new
member.
11. Click the <Add> button to add this folder, otherwise click the Back button to discard.
You will be prompted that the record has been successfully added and that notification
has been sent to the recipients.
1. From the eForums Main Page (refer back to Figure 28.1), click the eForums User
Manager link. The List of Shared Folders Page will appear, see Figure 28.11.
2. Click the Users link; you will then be directed to the List of Users, see Figure 28.12.
3. Tick the checkboxes that corresponds to the access (add, reply, or read) applicable to
the users (Figure 28.13)
4. Click the <Save> button to commit the changes made, otherwise click the <Back>
button to discard.
2. Tick the checkboxes that corresponds to the access (add, reply, or read) applicable to
the group users (Figure 28.15).
3. Click the <Save> button to commit the changes made, otherwise click the <Back>
button to discard.
iBOS/e eFILES
Configuring eFiles
OVERVIEW
iBOS/e eFiles are softcopies of forms, templates, and other documents that can be
downloaded and opened with the software used to create these files such as Word, Excel or
PowerPoint. There are two (2) kinds of eFiles: Shared eFiles and Personalized eFiles. Shared
eFiles are eFiles created for multiple users wherein access can be defined using the iBOS/e
eFiles Users Manager. Personalized eFiles on the other hand, are configured by users for
their personal use only and cannot be shared to other iBOS/e eFiles users.
2. Create a directory. Fill up the New Directory Name using the text box provided and
then click <Create Directory> button. See Figure 29.2.
3. From the List of Uploaded Files (refer back to Figure 29.1), click the link of the newly
created directory.
4. Click <Browse> button to start importing and uploading files, images and other
electronic data. A Choose File Window will appear, refer to Figure 29.3.
5. Select the File you want to upload. The file path will be reflected in the text box [NOTE:
You can upload 5 files at a time]. Refer to Figure 29.4.
7. The uploaded file(s) will be reflected in the Files/Directory Name including the date
when it was uploaded and the file size in KB.
Deleting a File
From the List of Uploaded Files (refer back to Figure 29.1), click the Delete link
that corresponds to said File that you need to delete. A dialog box will confirm if
you really want to delete the file. See Figure 29.5.
You will be prompted that the record has been successfully deleted.
Viewing a File
From the List of Uploaded Files (Figure 29.1), click the View link that
corresponds to said file that you need to view. The file will come into view.
Renaming a File
From the List of Uploaded Files (Figure 29.1), click the Rename link that
corresponds to said file that you need to rename. A dialog box will prompt you to
type in the text box the new file name.
Type in the text box the new file name and then click <Rename> button otherwise
click <Cancel>.
2. Click <New eFile> button to register a new eFile, see Figure 29.8.
4. Click <Add> button. Click <Back> button to return to the Browse eFiles Registry
Page.
5. From the List eFiles Registry are the options to edit, delete, and copy the eFiles on
the list.
Editing an eFile
From the List eFiles Registry (Figure 29.7), edit a particular eFile by clicking the
Edit link that corresponds to said eFile that you need to edit. See Figure 29.9.
Click <Save> button. You will be prompted that the eFile has been successfully
updated.
Copying an eFile
From the List eFiles Registry (Figure 29.7), click the Copy link that corresponds to said eFile
that you need to copy. See Figure 29.10.
You will be prompted that the eFile has been successfully copied. Click iBOS/e
eFiles Link to return to the iBOS/e eFiles Main Page.
Deleting an eFile
From the List eFiles Registry (Figure 29.7), click the Delete link that corresponds
to the eFile that you need to delete. See Figure 29.11.
You will be prompted that the record has been successfully deleted. Click
iBOS/e eFiles Link to return to the iBOS/e eFiles Main Page.
iBOS/e eFiles User Manager allows administrators to grant users access on eFiles. Refer to
the steps outlined below. Administrators have the option to define the access rights by users
and by groups.
Steps
1. From the iBOS/e eFiles Main Page, under Utilities, click iBOS/e eFiles User
Manager link. The List of Shared eFiles will be displayed on your screen. Refer to
Figure 29.12.
2. Click the Users Link that corresponds to the eFile that you want to have the access
rights defined. Refer to Figure 29.13.
3. Tick the box that corresponds to the user(s) that you want to have an access with the
eFile. Click <Save> button otherwise choose Back (see Figure 29.14).
Steps
1. The List of Shared eFiles (Figure 26.12), click the Group Link that corresponds to the
eFiles that you want to have the access rights defined. Refer to Figure 29.15.
2. Tick the box that corresponds to the group(s) that you want to have an access with the
eFile. Click <Save> button otherwise choose <Back>.
Steps
1. From Personal eFiles Manager, create a directory. Fill up the New Directory Name
using the text box provided and then click Create button. See Figure 29.17.
Click the
dropdown list to
email the eFile
2. From My iBOS/e Briefcase (Figure 29.18), click the link of the newly created
directory.
3. Click <Browse> button in Figure 29.17 to start importing and uploading files, images
and other electronic data. A Choose File Window will appear, refer to Figure 29.19
4. Select the file that you want to upload, click <Open> button. The file path will be
reflected in the text box.
6. The uploaded file(s) will be reflected under the Files/Directory Name including the
date when it was uploaded and the file size in KB.
1. From the List of Uploaded Files in My iBOS/e Briefcase (Figure 29.18), click the
Delete link that corresponds to the eFile that you need to delete. A dialog box will
confirm if you really want to delete the file. See Figure 29.20.
3. You will be prompted that the record has been successfully deleted.
2. Type in the text box the new file name and then click <Rename> button otherwise click
<Cancel>.
Steps
1. From the List of Uploaded Files in My iBOS/e Briefcase (Figure 29.18), click the
Email link that corresponds to the eFile that you need to email. The iBOS/e eMail
Composer Window will appear.
2. Type in the text box the information needed; i.e., the email address of the recipient(s),
the name of the file on the other hand, will automatically reflect on the subject box.
Steps
1. From the Personal eFiles Manager Pane (Figure 29.17); click the eFile dropdown
list and select eFile that you want/need to email.
2. Click <eMail> button. The iBOS/e eMail Composer Window will appear.
3. Type in the text box the information needed; i.e., the email address of the recipient(s),
the name of the file on the other hand, will automatically reflect on the subject box.
iBOS/e eForms
Configuring eForms
OVERVIEW
eForms enables users to create unlimited number of electronic forms such as leave
application form, overtime permit, etc. with routing capability. Routing of eForm is being
done through email notification using the companys email facility e.g. MS
Exchange/MS Outlook or Lotus Notes. Data contained in approved forms serve as
input to BOS/e Applications like BOS/e Attendance Processor or BOS/e Payroll
Processor.
4. From the eForms Main Page, under Utilities, click the eForms Manager link and the
Browse eForms Page will appear, see Figure 30.2.
3. Click the <New eForm> button to create a new eForm. See Figure 30.3.
4. Fill out the fields with the appropriate data or value. Refer to Table 30.1.
Click the dropdown list and choose the Table that you need,
CINLEAVEAPPSI for example. This is the table being used for the
Leave Applicationhence this is appropriate for creating the Leave
Application eForm. Please make sure that the table you have chosen is
already registered in the Data Architect. Data Architect sets up and
Table determines the tables various fields, for example: Leave Type, Start
and End Date among others. It also determines the registry of tables.
These tables will be configured based on the requirements and needs
of the clients.
Filter Enter the conditions that you dont want to include in the eForm.
Click the dropdown list to choose a Primary Key. Primary Keys are
usually unique fields that are used to check the integrity of the data as
Primary Keys well as in ensuring that no duplication of records will occur. The result
of this is better/faster performance when searching.
Activate Master Click the radio button that corresponds to Yes or No. Choosing Yes will
View enable the user to preview the details of the eForm.
Pre-Process This serves as the title of the pre-process prompt.
Prompt Title
Pre-Process This is an extra message that prompts the user upon adding/editing an
Prompt eForm.
Pre-Process Click the dropdown list and choose a Pre-Process Prompt
Prompt Template Template. This is a special process upon adding/editing records and is
used as a customized prompt pre-formatted in
<iBOS/e_root>\eforms\pre_activities. This pertains to the path where
the iBOS/e program is stored.
Pre-Approval Title Refers to the title of the pre-approval template.
Validation done to enable the user to route the eForm. Click the
dropdown list and select activity, for example: leaveprompt.cfm. This
means that the update and route button of the form will be disabled if
Pre-Approval
5. Click <Add> button to create this eForm, otherwise click <Back> button to discard.
6. A message will prompt you that the eForm has been added in the list.
7. From the Browse eForms Main Page (Figure 30.1), administrators can create
InfoCards and field access for a certain eForm.
Creating an InfoCard
You have the option to add InfoCards to your newly created eForm. InfoCards hold relevant
information about a particular employee or applicant registered in the iBOS/e.
1. From the Browse eForms Page (Figure 30.2), click InfoCards link that corresponds to
the newly created eForm. Refer to Figure 30.4.
2. Click the <New InfoCard> button. A figure similar to the one shown below will appear.
Editing an InfoCard
1. From the List of InfoCard of a certain eForm, click the Edit link that corresponds to
the InfoCard that you need to Edit, see Figure 30.6.
2. The Edit InfoCard screen will appear. Make the necessary changes and then click
<Save> button.
3. You will be prompted that the InfoCard has been successfully updated.
Deleting an InfoCard
1. From the List of InfoCard of a certain eForm, click the Delete link that corresponds
to the InfoCard that you need to delete.
2. A dialog box will confirm if you really want to delete the file. See Figure 30.7.
4. You will be prompted that the InfoCard has been successfully deleted.
1. From the Browse eForms Page, click the field access link for an existing eForm. The
Users with access rights per field level Page will appear.
2. Click the <New Access> button to add per field level access rights to users and
groups.
3. Fill out the fields with the appropriate data or value. See Table 30.3.
4. Click the <Add> button to add, else click the <Back> button to discard.
5. A message will prompt you that the access rights have been added in the list.
Form-Flow Process
After creating a new eForm, the next main activity is to create a new form-flow process using
the Form-Flow Process. Form-Flow Process is used to define the routing sequence of an
eForm. Refer to the steps outlined below.
3. Fill out the fields with the appropriate data or value; refer to Table 30.4.
4. Click the <Add> button to save the new form-flow process, otherwise click <Back>
button to discard.
5. A message will prompt to inform that the form-flow process has been successfully
added in the list. Once the new form-flow process has been added, the next step is to
add route activities.
6. From the Configure Form-Flow Process Page (Figure 30.10), click the Activities
link. Notice that a number appears indicating the number of route activities the form-
flow process has; otherwise none is configured. The Form-Flow Activities Page will
then appear, see Figure 30.11.
8. Fill out the fields with the appropriate data or value; see Table 30.5.
9. Click <Add> button to add this new activity, otherwise click <Back> button to discard.
10. A message prompt will then appear to inform you that the route activity has been
added in the list.
In order for users to view a particular eForm, administrators must first define its access rights.
Users who do not have rights on a particular eForm will not be able to view it. The steps below
will guide you on the proper way of defining the user's access rights.
Steps
1. From the eForms Main Page, under Utilities, click eForms User Manager link. The
List of Available eForms will be displayed on your screen. Refer to Figure 30.12.
2. Click the Users Link that corresponds to the eForm that you want to have the access
rights defined. Note that the Edit and View checkboxes cannot be checked at the
same time. If this happens, the Edit function is prioritized. Refer to Figure 30.13.
3. Tick the box that corresponds to the user(s) that you want to have an access with the
eForm. Click <Save> button otherwise choose Back Figure 30.14.
Steps
1. The List of Available eForms (Figure 30.12), click the Group Link that corresponds
to the eForms that you want to have the access rights defined. Note that the Edit and
View checkboxes cannot be checked at the same time. If this happens, the Edit
function is prioritized. Refer to Figure 30.15.
2. Tick the box that corresponds to the group(s) that you want to have an access with the
eForm. Click <Save> button otherwise choose <Back>.
From the List of Available eForms, click the InfoCards link that corresponds to the InfoCard
of a certain eForm that you want to have the access rights defined. Notice that a number
appears indicating the number of InfoCards the eForm has, otherwise none is configured.
Repeat the steps used in giving user and group access rights for an eForm .
Configuring eViews
Defining Access Rights for eViews
How Activate Master View Works
iBOS/e eViews
Configuring eViews
OVERVIEW
This particular application enables you to browse data in a particular table. eViews is designed
for users to be able to view company related records from a file or a table, say, the Master
Table of Employees. eViews presents the table to publish contents of files of the company
like the 201 files of the top managers of the company. The users on the other hand, can add,
edit, delete records depending on the users access level provided to them by the
administrator (using the iBOS/e eViews User Manager). Refer to Table 31.1.
1. After logging in to My iBOS/e, from the eBoard Main Page, click the eViews tab.
Refer to the figure below.
2. On the eViews Main Page, under Utilities, click the eViews Manager link. A new
page will be displayed on your screen, refer to Figure 31.2.
3. Click <New eViews> tab to add a new eView. A figure similar to the one shown below
will appear.
5. Click <Save> button. You will be prompted that the form has been successfully added.
6. The Browse eViews page will be displayed on your screen. The new eView you
created is now included in the list.
7. You have the option to add InfoCards to the newly created eView. InfoCards hold
relevant information about a particular employee or applicant registered in the iBOS/e.
From step 6, click InfoCards link that corresponds to the newly created eView. Refer to
Figure 31.4.
8. Click <New InfoCard> button. A figure similar to the one shown below will appear.
11. Finally, you will have to define the level of access selected users can have on your
newly created eView. Refer to the procedure outlined below on defining access rights
for eViews.
In order for you to view a particular eView, you must first define its access rights. Users who
do not have rights on this eView will not be able to view it. As the Administrator, you can grant
any or a combination of the following: Add, Edit and View, Delete, Email, and Print access
to selected Users or Groups. The steps below will guide you on the proper way of defining
the user's access rights.
1. From the eViews Main Page, under Utilities, click eViews User Manager link. The
List of Available eViews will be displayed on your screen. Refer to Figure 31.6.
2. Click the Users Link that corresponds to the eView that you want to have the access
rights defined. Note that the Edit and View checkboxes cannot be checked at the
same time. If this happens, the Edit function is prioritized. Refer to Figure 31.7.
3. Tick the box that corresponds to the user(s) that you want to have an access with the
eView. Click <Save> button otherwise choose <Back>.
checkboxes cannot be checked at the same time. If this happens, the Edit function is
prioritized. Refer to Figure 31.9.
From the List of Available eViews, click the InfoCards link that corresponds to the
InfoCard of a certain eViews that you want to have the access rights defined. Notice that a
number appears indicating the number of InfoCards the eViews has, otherwise none is
configured. Repeat the steps used in giving user and group access rights for an eView.
TIP: To browse the Users/Groups of eViews List you may click to view the last
page of the file. Click to go back to the previous page of the file. Click to go
back to the first page of the file. Click to go to the next page of the file. Or you can
Filter the list by UserID, FirstName, or LastName.
3. To go back to the eViews Main Page, click the Back icon or eViewss Main Page
hyperlink.
1. From the List of Available eViews (Figure 31.6), click the field access link for an
existing eViews. The Users with access rights per field level Page will appear.
2. Click the <New Access> button to add per fields level access rights to users and
groups.
3. Fill out the fields with the appropriate data or value. See Table 31.4.
4. Click the <Add> button to add, else click the <Back> button to discard.
5. A message will prompt you that the access rights have been added in the list.
2. Click the <New User Filter> button to create a new user filter for that eView. The User
Filter Form will appear, see Figure 31.14.
3. Fill out the fields with the appropriate data or value. Refer to Table 31.5.
Fields Select from the dropdown list the field you will use for the
condition.
Source Value Select from the dropdown list the operator you will use to
compare and fill out the textbox with the accompanying data.
Joining Operator Select whether the 'AND' or the 'OR' operator will be used in
joining the conditions.
Buttons
Add Click this button to add the current condition/criteria.
Delete Click this button to delete the current condition/criteria.
Group Expression Click this button to group conditions.
Condition
Remove Grouping Click this button to remove the grouping.
Click this button to move a condition up one level. A prompt
Move Up window will appear, input the number of rows the condition will be
moved. Click <OK> button to continue, otherwise click the
<Cancel> button to discard.
Move Down Click this button to move a condition down one level. A prompt
window will appear, input the number of rows the condition will be
moved. Click <OK> button to continue, otherwise click the
<Cancel> button to discard.
4. Click the <Save> button to create a new user filter, otherwise click the <Back> button
to discard.
5. A message prompt will then appear to inform that the user filter has been added in the
list.
1. After saving the eView, set the access right on this particular eView using the eViews
User Manager (Refer to the Defining Access Rights section of this manual for the
step-by-step procedure).
2. From the eView Main Page (refer to Figure 31.1 above), click the link of your newly
created eView. This will enable you to view related details of a particular record on
that eView.
Creating eQueries
Viewing an eQuery
Editing an eQuery
Copying an eQuery
Deleting an eQuery
Defining the Access Rights for Available eQueries
Data Transfer
iBOS/e eQueries
Creating eQueries
OVERVIEW
The iBOS/e eQueries Module allows to generate reports using query statements that will
extract data from the database. After logging in, go to the eQueries Main Page, by clicking
the eQueries tab.
2. From the List of Accessible Reports, click the <Add> button to add another query.
Refer to Figure 32.3.
4. Click <Save> button to register the new query else click <Back> to cancel and return
to eQueries Main Page.
5. From the List of Accessible Reports are the options to view, edit, delete, and copy
the queries on the list.
Viewing an eQuery
From the List of Accessible Reports (Figure 32.2), click the View link that
corresponds to the eQuery that you need to view. See Figure 32.4.
Editing an eQuery
From the List of Accessible Reports (Figure 32.2), click the Edit link that
corresponds to the eQuery that you need to edit. See Figure 32.5.
Click <Save> button. You will be prompted that the eQuery has been
successfully updated.
Copying an eQuery
From the List of Accessible Reports (Figure 32.2), click the Copy link that
corresponds to the eQuery that you need to copy. See Figure 32.6.
You will be prompted that the eQuery has been successfully copied. Click
iBOS/e eQueries Link to return to the iBOS/e eQueries Main Page.
Deleting an eQuery
From the List of Accessible Reports (Figure 32.2), Delete a particular eQuery
by clicking the Delete link that corresponds to the eQuery that you need to
delete. See Figure 32.7.
You will be prompted that the record has been successfully deleted. Click
iBOS/e eQueries Link to return to the iBOS/e eQueries Main Page.
NOTE: Shared records to users cannot be deleted. You have to uncheck the
Shared box before you can delete a record.
6. Finally, to secure your eQuery, define the access you will grant to Users or Groups,
that is if it can be shared or not
2. Click the Users Link that corresponds to the Query that you want to have the access
rights defined. Refer to Figure 32.9.
3. Tick the box that corresponds to the user(s) that you want to have an access with the
Query. Click <Save> button otherwise choose <Back>.
2. Tick the box that corresponds to the group(s) that you want to have an access with
the Query. Click <Save> button otherwise choose <Back>.
iBOS/e eQueries
Data Transfer
Data transfer is being done to update the old tables in eQueries from the original tables, for
example: company and global tables.
xTools Data Pump is the tool that is used to transfer data from one database to another.
Steps
1. From the iBOS/e eQueries Main Page, under Utilities, click the xTools Data Pump
link, see Figure 33.1.
2. Click the link of the table that you want the data transferred to the Query database
(QBOSE).
TIP: To browse the List of tables, you may click to view the last page of the file.
Click to go back to the previous page of the file. Click to go back to the first
page of the file. Click to go to the next page of the file. Or you can Filter the list by
Description, Tablename, and Database.
3. A confirmation box will prompt you if you want to proceed with the data transfer, see
Figure 33.2. NOTE: The confirmation box will appear if it is the first time that you are
going to transfer data from the selected table otherwise data transfer will start
automatically.
NOTE: Both tables from each database must be the same as to have the data transfer a
success.
iBOS/e eGraphs
Creating eGraphs
OVERVIEW
iBOS/e eGraphs provides users with clickable graphs with real time data. Configure these
graphs by using the iBOS/e eGraphs Manager.
Steps
1. After logging in to your workspace, click the eGraphs tab. The eGraphs Main Page
will appear; see Figure 34.1.
2. From the iBOS/e eGraphs Main Page, under Utilities, click the eGraphs Manager
link. The eGraphs Manager Main Page will appear; see Figure 34.2. From the
eGraphs Manager Main Page; users can now create new eGraphs or edit existing
ones.
3. Click the <New Graph> button to create a new eGraph, see Figure 34.3.
Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph
Field Actions/Description
Description Type in the textbox provided the title/caption of the eGraph.
Select which tables will be used. Under the Table fieldset,
browse then click a particular table name in the list, then click
Table the Select button. To remove a table, browse then click a
particular name in the list, then click the Remove button.
Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph (Continuation)
Field Actions/Description
Select Click to select the Table that will be used in setting up the
conditions.
Remove Click to remove the Table you previously selected.
Click the dropdown list and select which field will be used to group
Group By
the result of the query.
Chart Properties
Basic
Click the dropdown list and select the chart type to be used
Chart Type
whether Vertical, Horizontal, Pie, or Line.
Click the dropdown list and select the field that will be displayed in
Value Column
the graph.
Item Column Click the dropdown list and select the field that you need, this is an
(Optional) optional field.
Value Display-configure the display properties of the value representation of the item.
Click the dropdown list and select Yes if you want to show the
Show Value Label
value representation of the Value Column field.
Value Label Font Click the dropdown list and select the font type that will be used.
Value Label Size Click the dropdown list and select the font size that will be used.
Click the dropdown list and select the location of the valueeither
Value Location
Over Bar (Bar)/Outside Pie or On Bar (Bar)/Inside (Pie).
Item Label-configure display properties of the item which is the Value Column.
Show Item Label Click the dropdown list and select Yes or No.
Item Label Font Click the dropdown list and select the font type that will be used.
Item Label Size Click the dropdown list and select the font size that will be used.
Item Label Click the dropdown list and select the orientation of the item label
Orientation either Vertical or Horizontal.
Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph (Continuation)
Field Actions/Description
Title-configure the display properties of the title/caption of the graph.
Chart Title Type in the text provided the title of the graph.
Title Font Click the dropdown list and select the font type that will be used.
Click the dropdown list and select left or right depending on where
Show Legend
you want to display the legend of the graph.
Click the dropdown list and select the font type that will be used for
Legend Font
the legend.
Appearance-configure the display properties of the graph per se.
Click the dropdown list and select the file formatfor example:
File Format
flash, gif, or jpeg.
Type in the text provided the spacing in between bars of a bar
Bar Spacing
graph.
Graph Height Type in the text provided the height of the graph.
Graph Width Type in the text provided the width of the graph.
Background Color Select a color from the color picker and then click Pick button.
Select the border color of the graph from the color picker and then
Border Color
click Pick button.
Border Width Type in the text provided the border width of the graph.
Depth Type in the text provided the depth value of the graph.
Type in the text provided to show the thickness of the grid lines of
Grid Lines
the graph.
Select a color from the color picker and then click Pick button
Line Color
(applicable only for Line Graphs).
Type in the text provided the line width of the graph (applicable only
Line Width
for Line Graphs).
Fill Select the dropdown list and choose either Yes or No.
Color List Select a color from the color picker and then click <Pick> button.
Share Tick the checkbox provided to share this eGraph.
5. Click the <Save> button to create the new eGraph; otherwise click the <Back> button
to discard the settings. The administrator will then be redirected to eGraphs Main
Page and will also be prompted that the new eGraph has been successfully added.
6. Define the access rights for the newly created eGraph using the eGraphs User
Manager (refer to the next section entitled Steps Used in Defining Access Rights for
eGraphs).
7. From the eGraphs Main Page, under My Graphs, view the newly created eGraph by
click its link.
Viewing an eGraph
1. From the Accessible Graphs Page (Figure 34.2), view a particular eGraph by clicking
its View link. The Viewing Report Page will appear, see Figure 34.4.
Editing an eGraph
1. From the Accessible Graphs Page (Figure 34.2), edit a particular eGraph by clicking
its Edit link. The Editing Report Page will appear, see Figure 34.5.
3. Input the necessary changes and then click <Save> button, otherwise click
<Back> button. After saving, the administrator will be redirected to the List of
Accessible Graphs and will be prompted that the eGraph has been
successfully updated.
Copying an eGraph
1. From the Accessible Graphs Page (Figure 34.2), copy a particular eGraph by clicking
its copy link. The Copying Graph Page will appear, see Figure 34.6.
2. Click the <Save> button to copy the eGraph. The administrator will be redirected to
the List of Accessible Graphs and will be prompted that the eGraph has been
successfully copied.
Deleting an eGraph
1. From the Accessible Graphs Page (Figure 34.2), delete a particular eGraph by
clicking its delete link. A prompt message will appear to confirm if you want to delete
the Graph.
3. You will be prompted that the eGraph has been successfully deleted and will be
redirected to the List of Accessible Graphs.
By Users
In order for you to view a particular eGraph, you must first define its access rights. Users who
do not have rights on this eGraph will not be able to view it. The steps below will guide you on
the proper way of defining the user's access rights.
1. From the eGraphs Main Page, under Utilities, click eGraphs User Manager link. The
List of Shared eGraphs will be displayed on your screen. Refer to Figure 34.8.
2. Click the Users Link that corresponds to the eGraph that you want to have the access
rights defined. Refer to Figure 34.9.
3. Tick the box that corresponds to the user(s) that you need to share this eGraph with.
Click <Save> button otherwise choose <Back>, see Figure 34.10.
2. Tick the box that corresponds to the group(s) that you need to share this eGraph with.
Click <Save> button otherwise choose <Back>.
iBOS/e eReports
Creating eReports
iBOS/e Reports provides functions for generating ad-hoc reports using real time data. Create
eReports using the eReports Manager; refer to the steps outlined below.
2. From the eReports Main Page, click the eReports Manager link and the List of
Accessible eReports will appear, see Figure 35.2.
4. Fill out the fields with the appropriate data or value. Refer to Table 35.1.
Table 35.1. Fields Used in Setting Conditions for Adding a New eReport
Field Actions/Description
Description Type in the textbox provided the title/caption of the eReport.
Select which tables will be used. Under the Table fieldset,
browse then click a particular table name in the list, then click
Table the Select button. To remove a table, browse then click a
particular name in the list, then click the Remove button.
Table 35.1. Fields Used in Setting Conditions for Adding a New eReport (Contination)
Field Actions/Description
Highlight and select statement <n> that you want to move towards
Move UP
the top of the selection. Click continuously until you
reached the desired position of statement <n>.
Highlight and select statement <n> that you want to move towards
Move DOWN the top of the selection. Click continuously until
you reached the desired position of statement <n>.
Select Click to select the Table that will be used in setting up the
conditions.
Remove Click to remove the Table you previously selected.
Select the statements that will be grouped and then click Move Up
Group By and Move Down buttons to arrange/sort which statement will be
executed first.
Report GroupingsGroup the Fields selected according to the fields entries. For example:
grouping of people by department code.
Header refers to the group header of the report.
Click the dropdown list to select from the Available Fields Listing
the fields needed for the Header of this report. Click Add button to
Available Fields add a field, click Delete button to remove the selected field. Repeat
the process and then click Move Up and Move Down buttons to
arrange/sort which field will be executed first.
Footer refers to the group footer of the report.
Click the dropdown list to select from the Available Fields Listing
Available Field(s)
the fields needed for the Footer of this report.
Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that field, use Sum to sum up the
Function
numerical entries of that field, use Average to calculate the average
of the entries for that field.
Type in the text box provided the caption of the footer. Repeat the
Caption process to add a new caption and then click Move Up and Move
Down buttons to arrange/sort which footer will be shown first.
Page Footerrefers to the footer per page. Summarized listing of the report per page.
Click the dropdown list to select from the Available Fields Listing
the fields needed for the Page Footer of this report. Click Add
Available Field(s) button to add a field, click Delete button to remove the selected field.
Repeat the process and then click Move Up and Move Down
buttons to arrange/sort which field will be executed first.
Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that Page Footer, use Sum to sum
Function
up the numerical entries of that Page Footer, use Average to
calculate the average of the entries for Page Footer.
Table 35.1. Fields Used in Setting Conditions for Adding a New eReport (Contination)
Field Actions/Description
Type in the text box provided the caption of the Page Footer.
Repeat the process to add a new caption and then click Move Up
Caption
and Move Down buttons to arrange/sort which footer will be shown
first.
Grand Footerrefers to overall footer. Summarized listing of the entire report.
Click the dropdown list to select from the Available Fields Listing
the fields needed for the Grand Footer of this report. Click Add
Available Field(s) button to add a field, click Delete button to remove the selected field.
Repeat the process and then click Move Up and Move Down
buttons to arrange/sort which field will be executed first.
Function Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that Grand Footer, use Sum to
sum up the numerical entries of that Grand Footer, use Average to
calculate the average of the entries for the Grand Footer.
Type in the text box provided the caption of the Grand Footer.
Repeat the process to add a new caption and then click Move Up
Caption
and Move Down buttons to arrange/sort which footer will be shown
first.
Type in the textbox provided the number of rows that will be
Rows per Page
displayed per page.
Header On-Top Tick the box to enable the header per field group.
Share Check the box to share this eReport.
Click the dropdown list to select the pre-process needed prior to the
Pre-process
execution of this report.
5. Click the <Save> button to create the new eReports; otherwise click the Back button
to discard the settings. The Administrator will then be redirected to eReports Main
Page and will also be prompted that the new eReport has been successfully added.
6. Define the access rights for the newly created eReport using the eReports User
Manager (refer to the next section entitled Steps Used in Defining Access Rights for
eReports).
7. From the eReports Main Page, under My Reports, view the newly created eReport
by click its link.
Viewing an eReport
1. From the Accessible Reports Page (Figure 35.2), view a particular eReport by
clicking its View link. The Viewing Report Page will appear, see Figure 35.4.
Editing an eReport
1. From the Accessible Reports Page (Figure 35.2), edit a particular eReport by clicking
its Edit link. The Editing Report Page will appear, see Figure 35.5.
2. Input the necessary changes and then click <Save> button, otherwise click <Back>
button. After saving, the administrator will be redirected to the List of Accessible
Reports and will be prompted that the eReport has been successfully updated.
Deleting an eReport
1. From the Accessible Reports Page (Figure 35.2), delete a particular eReport by
clicking its delete link. A prompt message will appear to confirm if you want to delete
the report.
3. You will be prompted that the eReport has been successfully deleted and will be
redirected to the List of Accessible Reports.
Copying an eReport
1. From the Accessible Reports Page (Figure 35.2), copy a particular eReport by
clicking its copy link. The Copying Report Page will appear, see Figure 35.7.
2. Click the <Save> button to copy the eReport. The administrator will be redirected to
the List of Accessible Reports and will be prompted that the eReport has been
successfully copied.
By Users
In order for you to view a particular eReport, you must first define its access rights. Users who
do not have rights on this eReport will not be able to view it. The steps below will guide you on
the proper way of defining the user's access rights.
1. From the eReports Main Page, under Utilities, click eReports User Manager link.
The List of Shared eReports will be displayed on your screen. Refer to Figure 35.8.
2. Click the Users Link that corresponds to the eReport that you want to have the access
rights defined. Refer to Figure 35.9.
3. Tick the box that corresponds to the user(s) that you need to share this eReport with.
Click <Save> button otherwise choose <Back> (Figure 35.10).
Steps
1. The List of Shared eReports (Figure 35.8); click the Group Link that corresponds to
the eReports that you want to have the access rights defined. Refer to Figure 35.11.
2. Tick the box that corresponds to the group(s) that you need to share this eReport with.
Click <Save> button otherwise choose <Back> (Figure 35.12).
OVERVIEW
Creating a New eRoom eRooms Manager
Steps Used in Defining Access Rights for eRooms by Users
Defining Access Rights for eRooms by Group
iBOS/e eRooms
Creating eRooms
OVERVIEW
iBOS/e eRooms serves as the companys virtual room. It provides facility for online, real-
time discussions or live chat wherein presentations and trainings can be made with the aid
of a whiteboard or even by PowerPoint. Create an eRoom using the iBOS/e eRooms
Manager.
2. From the iBOS/e eRooms Main Page, click the eRooms Manager link. The Browse
eRooms Page will appear; see Figure 36.2.
4. Fill out the fields with the appropriate data or value. Refer to Table 36.1.
Group Input the group or category to which the eRoom will belong
5. Click the <Add> button to create the new eRoom, otherwise click the <Back> button
to discard settings.
6. A message prompt will then appear to inform that the new eRoom has been
successfully added in the list.
By Users
In order for users to view a particular eRoom, administrators must first define its access rights.
Users who do not have rights on a particular eRoom will not be able to view it. The steps
below will guide you on the proper way of defining the user's access rights.
1. From the eRooms Main Page, under Utilities, click eRooms User Manager link. The
List of Available eRooms will be displayed on your screen. Refer to Figure 36.4.
2. Click the Users Link that corresponds to the eRoom that you want to have the access
rights defined. The list of users for that eRoom will appear; refer to Figure 36.5.
3. Tick the box that corresponds to the user(s) that you need to share this eRoom with.
Click <Save> button otherwise choose <Back> (Figure 36.6).
4. You will be prompted that the changes were successfully saved. Click <Back> button
to return to the List of Available eRooms, or click the iBOS/e eRooms Link to return
to the iBOS/e eRooms Main Page.
2. Tick the box that corresponds to the group(s) that you need to share this eRoom with.
Click <Save> button otherwise choose <Back>.
3. You will be prompted that the changes were successfully saved. Click <Back> button
to return to the List of Available eRooms, or click the iBOS/e eRooms Link to return
to the iBOS/e eRooms Main Page.
BOS/e eReminders
Creating eReminders
OVERVIEW
iBOS/e eReminders provides functions for setting reminders and notification alerts. Refer to
the steps outlined below on how to create a new eReminder using the eReminders Manager.
2. From the eReminders Main Page, under Utilities, click the eReminders Manager
link and the Browse eReminders Page will appear, see Figure 37.2.
Available eReminders
3. Click the <New eReminder> button. The Register an eReminder will appear, see
Figure 37.3.
4. Fill out the fields with the appropriate data or value. Refer to Table 37.1.
5. Click the <Add> button to create the new reminder, otherwise click the <Back> button
to discard the settings.
6. A message prompt will then appear to inform that the new eReminder has been
successfully added in the list.
Editing an eReminder
1. From the Browse eReminders Page (Figure 37.2), edit a particular eReminder by
clicking its Edit link. The Details Page will appear, see Figure 37.4.
2. Input the necessary changes and then click <Save> button, otherwise click <Back>
button. After saving, the administrator will be redirected to the Browse eReminders
Page and will be prompted that the eReminder registry has been successfully
updated.
Deleting an eReminder
1. From the Browse eReminders Page (Figure 37.2), delete a particular eReminder by
clicking its delete link. A prompt message will appear to confirm if you want to delete
the eReminder from the registry, see Figure 37.5.
3. You will be prompted that the eReminder has been successfully deleted from the
registry and will be redirected to the Browse eReminders Page.
Copying an eReminder
1. From the Browse eReminders Page (Figure 37.2), copy a particular eReminder by
clicking its Copy link. The Details Page will appear, see Figure 37.6.
2. Click the <Copy> button to copy the eReminder. The administrator will be redirected
to the Browse eReminders Page and will be prompted that the eReminder registry
has been successfully copied.
3. Click the iBOS/ eReminder link to return to the iBOS/e eReminder Main Page (refer
back to Figure 37.1).
By Users
In order for users to view a particular eReminder, administrators must first define its access
rights. Users who do not have rights on a particular eReminder will not be able to view it. The
steps below will guide you on the proper way of defining the user's access rights.
1. From the eReminders Main Page, under Utilities, click eReminders User Manager
link. The List of Available eReminders will be displayed on your screen. Refer to
Figure 37.7.
2. Click the Users Link that corresponds to the eReminder that you want to have the
access rights defined. The list of users for that eReminder will appear, refer to Figure
37.8.
3. Tick the box that corresponds to the user(s) that you need to share this eReminder
with. Click <Save> button otherwise choose <Back> (Figure 37.9)
4. You will be prompted that the changes were successfully saved. Click <Back> button
to return to the List of Available eReminders, or click the iBOS/e eReminders Link
to return to the iBOS/e eReminders Main Page.
Steps
1. From the List of Available eReminders (refer back to Figure 37.7); click the Group
Link that corresponds to the eReminder that you want to have the access rights
defined. The List of Group Users for that eReminder will appear, refer to Figure 37.9.
2. Tick the box that corresponds to the group(s) that you need to share this eReminder
with. Click <Save> button otherwise choose <Back>.
3. You will be prompted that the changes were successfully saved. Click <Back> button
to return to the List of Available eReminders, or click the iBOS/e eReminders Link
to return to the iBOS/e eReminders Main Page.