creating an eis template part i presented by: robert hairsine web site: email:...

Creating an EIS TemplatePart I

Presented by:

Robert Hairsine

Web Site: www.hairsine.com

Email: [email protected]

September 4, 2002 Slide: 2

Hairsine Associates• Established in 1984• Offices and Training Facilities Located in Bel Air

Maryland• Microsoft Developer, IBM Partner, Brio Advisory

Team• Offer a variety of Services (Project Management,

Systems Design, Training, Migrations)• Focus for last 3 years on building web-enabled

data warehouses primarily for government agencies


Overview of Presentation

• Why Create An EIS Template• Create a Set of Standards• Creation Considerations• Define Your Target Audience• Key Concepts Used in the Creation of the

Template• Section I - Help Section Creation in a Brio

Document


Why Create an EIS Template?

Reasons Why You Should:

• Consistent Presentation Across Projects

• Write Once, Use Many

• Faster Development and Deployment

• Can be Added to Existing Brio Documents Using QIQ Merge


Create a Set of Standard• Naming Conventions (Sections, Fields, etc.)

• Rename Each Object as You Create It

• Use Comments within the scripts

• Method of Addressing Objects (Relative vs. Absolute)

• Create a “Cookbook” and share with other projects


Creation Considerations

• Code for all Brio Products (Explorer, Designer, Insight, Quickview, Freeview)

• Test Using All Products

• Have End Users Participate in the Creation

• Build the Template Piece by Piece

• Document, Document, Document

• Define Your Target Audience


Target Audience

• What Desktop Product(s) Are They Using

• How Are They Connected (Network Considerations)

• Security and Sensitivity Concerns

• What Hardware Are They Using

• Special Needs


Key Concepts Used in the Creation of the Template

• Understanding of the Brio Object Module

• Understanding of OLE calls to Microsoft Outlook, Excel and MSWord

• JavaScript Code Needed to Create This Section


Objective

The objective of this section is the creation of an EIS section that can be easily modified to help support the end-user. This section allows the user to enter text and, by use of OLE calls to Microsoft Outlook, send the message to a technical support team after automatically appending to it specific information such as the exact file name of the Brio document, the Brio product the user is using, the version number of the product being used, etc.


Objective (cont)

There is also a link to a MSWord document that can be used for Frequently Asked Questions allowing the end user to access without the intervention of help desk personnel. Help desk personnel can easily modify this document and make it available to end users in a real-time basis.


Creating a Help Section

• Anyone Who Provides End-User Support

• Allow the User to Help Themselves

• Help the End-User Without the Use of Additional Resources

• Modular Design to Easily Adapt to Individual Projects


Help Section is Broken Down

• File Information

• Easy Answers

• Additional Resources

• Still Need Help

• Navigation Icons


Use Brio To Show the Section


File Information


File Information JavaScript

Application.Alert("File Name: " + ActiveDocument.Path + "\n\r \n\r" + "File Last Saved: " + ActiveDocument.LastSaved + " \n\r \n\r" + Application.Name + " Version " + Application.Version, ActiveDocument.Name.substr(0,(ActiveDocument.Name.length-4)))


File Information JavaScript

ActiveSection.Shapes["picFileCabinet"].OnClick()


Easy Answers


if (Application.ShowMenuBar==true) { Application.ShowMenuBar=false gStartupShowMenuBarSetting = Application.ShowMenuBar ActiveSection.Shapes["picResetMenuToolbarOff"].Visible=true ActiveSection.Shapes["picResetMenuToolbarOn"].Visible=false } else { Application.ShowMenuBar=true gStartupShowMenuBarSetting = Application.ShowMenuBar ActiveSection.Shapes["picResetMenuToolbarOff"].Visible=false ActiveSection.Shapes["picResetMenuToolbarOn"].Visible=true }

Easy Answer JavaScript



oWord = new JOOLEObject("Word.Application"); oWord.Visible = true; oWord.WindowState=1; oWord.Documents.Open("c:\\data\\docs\\Brio FAQ.doc")



ActiveSection.Shapes["picFrequentlyAskedQuestions"].OnClick()


Additional Resources


Additional Resources JavaScript

//--- Using OLE, startup Internet Explorer and go to //--- the Hairsine Assoc web site IEPageName= "www.hairsine.com" oIE = new JOOLEObject("InternetExplorer.Application"); oIE.Visible = false; IEPathName=oIE.FullName Application.Shell(IEPathName, IEPageName)


Still Need Help?


Still Need Help JavaScript//--- First check to see if the user entered the description of the problem if (ActiveSection.Shapes["tbUsersProblemDescription"].Text != "") { //--- Startup Microsoft Outlook and email the support desk a message vOutlookMailTo= ActiveSection.Shapes["tlEmailAddress"].Text oOL = new JOOLEObject("Outlook.Application") //--- Create a MailItem vMailItem=oOL.CreateItem(0) //--- Set the subject line of the email vMailItem.Subject="Brio Problem Being Reported" //--- Set the recipient name vMailItem.To = ActiveSection.Shapes["tlEmailAddress"].Text //--- Set the message body based on the infomation the user entered in the //--- problem description field. Also append to the message body additional //--- information that the help desk may find valuable


Still Need Help JavaScript (cont) vMailItem.Body = "****************************"+"\r"+ "* User Problem Desc: *"+"\r"+ "****************************"+"\n\r"+ ActiveSection.Shapes["tbUsersProblemDescription"].Text+ "\n\r" + "****************************"+"\r"+ "* BRIO Information *"+"\r"+ "****************************"+"\n\r"+ //--- Add the file name and path to the message "File Name: " + ActiveDocument.Path + "\n\r" + // --- Add the date the file was last saved to the message "File Last Saved: " + ActiveDocument.LastSaved + " \n\r" + //--- Add the Brio product and the version number to the message Application.Name + " Version " + Application.Version+ " \n\r" +


Still Need Help JavaScript (cont) //--- Format the current date and add it to the message "Date and time message sent: "+ new Date().toLocaleString() //--- send the message vMailItem.Send Alert ("Your support message has been sent", "MESSAGE SENT") //--- Clear out the message window ActiveSection.Shapes["tbUsersProblemDescription"].Text="" } else { Alert ("Please enter a description of the problem before hitting the send button", "No Description Entered Error") }


Navigation Icons


Document Startup Script


Document Startup Script/* = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = BRIO TEMPLATE Script = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Date Written: August, 2002 Brio Version: 6.5.1.14 Resolution: 1024 x 768 Installation: Brio September Users Group Meeting Remarks: This document was created to help developers create a consistant method for end users to access Brio documents = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = Modification Log: Date: User Comments ---------------- ------------ ------------------------------------------------------------- 2002-08-31 REH New File = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = = */


Document Startup Script

//--- Save all of the toolbars settings so that they can be restored when the document //--- is closed gStartupShowCatalogSetting = ActiveDocument.ShowCatalog gStartupShowSectionTitleBar = ActiveDocument.ShowSectionTitleBar gStartupShowMenuBarSetting = Application.ShowMenuBar gStartupStatusBarSetting = Application.ShowStatusBar gStartupFormattingToolbarSetting = Toolbars["Formatting"].Visible gStartupNavigationToolbarSetting = Toolbars["Navigation"].Visible gStartupSectionsSetting = Toolbars["Sections"].Visible gStartupStandardToolbarSetting = Toolbars["Standard"].Visible

2107 Laurel Bush Road - Suite 201

Bel Air, Maryland 21015

Phone: (410) 569-0470

Fax: (410) 569-0837

Web Site: www.hairsine.com

Email: [email protected]

Hairsine Associates