KWizCom List Chart web part User Manual
Contents
1. 18 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components g Once your order is confirmed you will receive the Activation Code for your product by email h Copy the activation code into the Activation Code field in the product s license management page and click Activate now link Product Information Name SharePoint File Controller Feature Version 11 0 03 Farm License Farm license applies to all site collections in your farm Product Code TNWVO7I8 07 QZMIUVEVHISMME MS7685VVVVS5SIVM SYVQMUM MMIMVNXIX Copy to clipboad Activation Code Activate now License Notifications Update Optionally enter your email address to get notified when your license is exceeded or about to expire To enter more than one License type Evaluation Expiration Thursday November 18 2010 Web application or site collection license management If you have a license for one web application or site collection you can enter it here Simply choose the site collection you wish to activate the license Site Collection http qafarm2010fe Use the form below to activate SharePoint File Controller Feature on one the selected site collection or web application only Web Application License Web application license applies to all site collections under the same URL for example http sharepoint http sharepoint sites sales etc Product Code Not requested Request2. 2010 Web application or site collection license management If you have a license for one web application or site collection you can enter it here Simply choose the site collection you wish to activate the license on fro Site Collection http qafarm2010fe Use the form below to activate SharePoint File Controller Feature on one the selected site collection or web application only Web Application Lit Web application license applies to all site collections under the same URL for example http sharepoint http sharepoint sites sales etc Product Code Not requested Request product code and start your evaluation license now Site Collection License e Copy the product code f Browse the Product Activation Request page on KWizCom s web site http www kwizcom com ProductReg Product Activation Request In order to deactivate a product please click here This Product Activation Form is used to get your product activation key after you have p Chased the product Please fill out the following form Once we get your product activation request froduct activation key will be sent to you by email along with the activation process description Customer Name E mail address Share It Order Invoice Number Product Code License Type v Send Activation Request Copy your Product Code into the Product Code field and after you fill out all other form fields click Send Activation Request button
3. enter the URL without the List Name 21 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components The tokens that can be used in the Site URL field i site collection The current site s top level site URL e List Name SharePoint List name chooses the source list that includes numeric values e View name Choose the list view containing the data to display The default option is All items e Chart type Choose the chart type you wish to display the data in Chart margins lt KWizCom List Chart gt Settings Webpage Dialog x CHART BASIC SETTINGS CHARTMARGINS gt X AXIS SETTINGS Y AXIS SETTINGS Left Margin Percent e Left Margin Percent Add a left margin to the chart e Right Margin Percent Add a right margin to the chart e Top Margin Percent Add a top margin to the chart Bottom Margin Percent Add a bottom margin to the chart 22 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components X Axis Settings mme KWizCom List Chart gt Settings Webpage Dialog X Axis Units Text Rotation Angle 6 e X Axis Label Add a display label for the X Axis e X Axis Source Column Add the column that holds the data to display in the X Axis e X Axis Units Text Rotation Angle Add a degree in which the X Axis displayed values will be rotated used whe
4. release notes Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Product Overview Create charts easily view your data in the style that best suites your needs KWizCom List Chart Web Part expands the viewing options for data stored in different types of SharePoint lists enabling the user to create charts out of data that originally could only be seen in numeric list form KWizCom List Chart Profit 400000 Estimated Profit Actual Profit Add the KWizCom List Chart web part to any page on your SharePoint site connect it to any type of list that contains numeric data on the same site or on other SharePoint sites and it will configure your data in a clear easy to utlize chart display Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components KWizCom List Chart Profit O Estimated Profit B Actual Profit Supports MOSS 2007 WSS 3 0 Supports Mozilla Firefox Connects to SharePoint lists located in other sites or site collections Offers a set of various chart types Allows multiple data display in Y axis Allows data display by selected view Multi lingual standard for all KWizCom components Copyright 2005 2011 KWizCom corp All rights reserved
5. 5 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components The application displays 2 controls s Select Culture drop down contains a list of target languages z Strings grid This grid contains all the strings displayed by the component The grid includes 3 columns a Internal Name This column displays the internal name of each string read only b Default Value The default displayed value in English read only c Localized Value The translated value in the selected language This is where you enter the required translated value Once you finish translating all the component strings click Create and a resource file will be created This resource file will automatically be used by the component upon changing the user language on your server For example In an MS SharePoint based component you should create a site using your required SharePoint Language Pack According to the SharePoint site language the relevant language s resource file will be used by the component Translating a KWizCom component 1 On your Windows task bar select Start gt All Programs gt KWizCom gt SharePoint List Chart web part gt A Resource Language Editor for SharePoint List Chart Web Part 2 Select your target language on the Select Culture drop down list 3 Translate all the displayed strings in the strings grid by entering a translated value in the Localized Value column 4 Cli
6. KWizCom website www KWizCom com contains updated valuable information including z Answers to frequently asked questions FAQ s about our products usability and technical questions s Product updates which provide you with bug fixes and new features The Web Form For technical support through the Internet please fill in our Support web form on our web site For more information on technical support please review our support programs page 27 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com
7. a4 A 14 ava AV 5 3 CI s CJ SM Ca 5 S J CJ e E a Ea 5 j J ay DU as am au yy ta V pi PTE E EE 4 Nav A V 1 i f ELA TE S A 5 A A N m SS N Ea 2 Worker Components stallation F SharePoint List Chart Web Part KWizCom Knowledge Worker Components Copyright 2005 2011 KWizCom Corporation All rights reserved Company Headquarters KWizCom 50 McIntosh Drive Unit 109 Markham Ontario ON L3R 9T3 Canada E mail info KWizCom com Web site http www KWizCom com Sales E mail sales KWizCom com Telephone 1 905 370 0333 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Table of Contents Introduction ucccccceccceccccccncecnsnsnnenensnsnsnsnsanenensesnsnsnnanensnsnsnsnnanensnsnsnsnnanensnsesnes 4 Product Overview uuasiccccccccecececcccccncncesecnsenencnsasesnsnsenensnsnsnsnsenencnsennsnsenanenses 6 Key Features 7 Installation sa i io i tu a dbu a d a a tu la dia d a dla da doa da doe da dia dao die asian ass 8 Software prerequisites 8 Installation Procedure 8 Post Installation 10 Un installation procedure 11 Component Localization scsscceneccenecscneesenensennnsenensenensenensensnsenensenensenes 12 Resource File Editor utility structure 12 Translating a KWizCom compon
8. afarm2010fe Use the form below to activate SharePoint File Controller Feature on one the selected site collection or web application only Web Application License Web application license applies to all site collections under the same URL for example http sharepoint http sharepaint sites sales etc Product Code Not requested Request product code and start your evaluation license now Site Collection License Site collection license applies only to one specific site and it s sub sites Product Code Not requested Request product code and start your evaluation license now d Click on the Request product code and start your evaluation now link under the required license type Farm Web application Site Collection A product code will be generated and displayed as in the following screenshot 17 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Product Information Name SharePoint File Controller Feature Version 11 0 03 Farm License Farm license applies to all site collections in your farm Product Code TNWVO7I8 O7QZMIUVEVHISMMEVH7OMMS7885VVVV5IVM SYOMUM MMIMYNXIX Copy to clipboad Activation Code Activate naw License Notifications l Update Optionally enter your email address to get notified when your license is exceeded or about to expire To enter more than one emai License type Evaluation Expiration Thursday November 18
9. ck the Create Update button in order to create save a resource file for the selected target language 13 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components 5 If you want to create additional resource files for more target languages simply repeat stages 2 4 for each language 6 Close the utility by clicking the Close button Use the component in your preferred language All KWizCom components use NET localization mechanism This means that a KWizCom component will automatically use a language resource file according to the displayed application s language this is true for all types of components 14 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Component Activation KWizCom components are available for evaluation prior to purchase This way you can try our components and verify that they indeed meet your needs An evaluation version for each KWizCom component contains all features of the component s production version The only difference is that an evaluation version is time limited and will operate for a period of one month Once you decide to order a KWizCom component you will need to follow the following steps SharePoint 2007 1 Order the component on the KWizCom website www kwizcom com 2 Send us the installed evaluation version s product Code you will see the p
10. d KWizCom foundation WSP file If you don t already have the KWizCom Foundation latest version installed install and deploy the KWizCom Foundation WSP file in a farm level All web applications by using the standard SharePoint s deployment tools stsadm powershell Central admin IMPORTANT You need to install KWIzCom Foundation in a global scope including in the Central Admin s web application Install and deploy the product s WSP file in the required level Farm web application according to your needs by using the standard SharePoin s deployment tools stsadm powershell Central Admin Remark Installation and deployment of standard SharePoint WSP packages are described in Microsoft website http technet microsoft com en us library cc263384 office 12 aspx http technet microsoft com en us library ff621081 aspx Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Post Installation SharePoint 2007 1 After completion of the installation you will see a new KWizCom entry in Windows Start gt All Programs gt KWizCom containing the following programs About SharePoint List Chart Web Part Display General Information about the component Activate SharePoint List Chart Web Part This utility enables you the SharePoint Administrator to activate the downloaded evaluation version 2 When you browse your SharePoint Portal Windows Shar
11. e following dialog which enables the administrator to translate every displayed string captions menu items user messages to the required target language Help Select Culture s KWizCom Strings Resource File Editor Internal Mame Default Value Caption Button Caption Save4sDialogForF ile Caption SavedsDialogForF olders Caption SaveO fflineF ileProgress Caption SaveO flineFolderProgress Conesthenultem Remover romi fflineF ile Conestidenultem Save fflineF ile ConestMenulten_ Savel fflineF older ErrorMiessage AddT oT msted one Link_AboutGoO ffline ddin Message Delete fline_Contirm Message Finshgilepload Message Fin Folder pload Title Liste Save Offline Folder Save Offline File Save Offline Folder Remove fror y Offline Documents wiew Save Offline fopy Save Offlin Folder Check if y About 5 Are you Offline Offlirig My Point Golfe for Office 20 E vou want to remove the ite p az saved successfully bu was saved successful Documents site in the Trusted sites zon Localized Value Save As Save Offline Folder Save Offline File Save Offline Folder Remove from My Offline Documents View Save Offline Copy Save Offline Folder Check if pour site in the About SharePoint Goll fi Are YOU sure you want to r Offline copy was saved sud Offline copy was saved suc hy Offline Documents ed sites zom Office 20 e ite 12 Copyright 200
12. ePoint services site a new SharePoint List Chart Web Part will be available for you under the Miscellaneous group in the Add Web Part dialog or under Server Gallery in the Advanced Web Part Gallery SharePoint 2010 1 After completing the package installation and deployment Activate the List Chart web part feature in site collection s where you want this feature to be available 10 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Un installation procedure SharePoint 2007 1 Log in using SharePoint administrator account to your SharePoint front end server Go to Control Panel and double click Add or Remove Programs Select product entry and click Remove button Click Yes to approve the removal of the component 2 A U Once the product was un installed close the Add or Remove Programs screen SharePoint 2010 1 Retract and remove the solution using SharePoint central admin or by using stsadm powershell command line 11 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Component Localization KWizCom s List Chart component comes with a localization utility called Resource File Editor that enables translation of the component user interface to any required language Resource File Editor utility structure The Resource File Editor displays th
13. ent 13 Use the component in your preferred language 14 Component Activation sscccnecccnecsenensennesenensenensensnsenensensnsensesenenseneesenes 15 Administrator Guide uononan nnnn nnnn a anna vvn 20 Introduction 20 Web Part Properties amp Configuration Options 20 Modify Web Part Settings 21 Chart basic settings 21 Chart margins 22 X Axis Settings 23 Y Axis Settings 23 Errors 24 FAQ PR 25 What s the purpose of the SharePoint List Chart web part 25 Does it work with WSS MOSS 25 Do I have to install anything on my company s client PCs 25 Can I change the view from which the data is taken 25 Can I display a list from another site with the List Chart Web Part _ 25 Version Release Notes mmmememeneneneneneneneneneneneneneeeesenesesesesnuee 26 Version History 26 FeCHICA ES DOI a ae di are en 27 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Introduction KWizCom s List Chart Web Part is a highly effiecient user friendly solution for displaying data in different types of charts KWizCom s List Chart Web Part is compatible with both MOSS2007 WSS3 0 and SharePoint 2010 Server Foundation This document provides all the information needed to install evaluate and deploy this KWizCom product including e Product overview e Installation guide e Component activation e Administrator guide e FAQ e Version
14. n the x axis values overlap Y Axis Settings a E KWizCom List Chart gt Settings Webpage Dialog CHARTBASIC SETTINGS CHART MARGINS X AXIS SETTINGS kasas O Y Series Source Column Actual profit Y Axis _ Add Edit Delete Estimated x0020 profit Estimated Profit Edit Delete Actual x0020 profit Actual Profit 23 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components e Y Series Source Column Add the columns that hold the data to display in the Y Axis e Y Series Caption Add a display label for the data series e Chart color Define the Y series color Don t forget to press Add after each Y Axis series you define If you wish to edit the settings of a Y series click Edit next to its listing under the Y Axis listings display after you re done editing click update to save changes Errors Errors L Show Errors This section provides you with the option to show errors when the web part is not working properly for debugging amp Support purposes Check this option to view error details Uncheck if these details do not need to be shown 24 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components FAQ What s the purpose of the SharePoint List Chart web part The KWizCom SharePoint List Chart Web Part enables you to display any numeric information f
15. product code and start your evaluation license now Site collection license applies only to one specific site and it s sub sites That s it Your product is now fully activated 19 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Administrator Guide Introduction After you install the List Chart web part a new KWizCom List Chart is available in the Miscellaneous group in the web part gallery Web Part Properties amp Configuration Options The web part s properties are grouped in categories List Chart Settings You should cancel the popup blocking for the current site in order to get the toolpart working properly Modify Web Part Settings Errors Appearance Layout Advanced The following sections provide details about each category 20 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Modify Web Part Settings Chart basic settings q lt KWizCom List Chart gt Settings Webpage Dialog CHART MARGINS Chart Title Web Site Url current site List Name Profit View Name All Items Apply OK Cancel This section includes list connection details e Chart Title Add a title to the chart to be displayed in the web part e Web Site Url SharePoint List web address
16. roduct Code on the About product page About SharePoint GoOffline for Office 2003 KwizCom SharePoint GoOlffline for Office 2003 1 KWizCom Version 1 1 02 December 16 2005 Knowledge Worker Components Product Lode Activation Code This 1 an Unregistered eval version tis about to g For the latest product information visit us at Copyright 22005 Fe Com LTD All rights reserved Please use the Activation Request web form on KWizCom web site to send us your product code 3 Get the component activation key this key will be sent to you by email once your order is processed 15 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components 4 Activate your installed evaluation version click Start gt All Programs gt KWizCom gt SharePoint List Chart Web Part gt Activate SharePoint List Chart Web Part Enter the received Activation Code to the Activation Code textbox Click the Activate Product button SharePoint 2010 1 Order the product on the KWizCom website www KWizCom com or contact our sales team at sales kwizcom com 2 After the order was made you can activate your installed evaluation version Activation is done by the following steps a Open SharePoint Central Admin On the main Central Administration page you will see the KWizCom Features Administration icon Central Admini
17. roducts Licenses scope for this Administration Site Collection http qafarm2010fe Application Management KWizCom Foundation Version 13 2 38 0 System Se S m cense and support services are 1 to System Settings SharePoint File Controller Feature e and support services are up to Monitoring Version 11 0 03 License or support services are about to Backup and Restore h expire in less than 30 days P License Not licensed Manage License expire in less than 30 days Security E f arcs cie HE cariicec have aynita iai Status Please click manage license to start your evaluation or to enter your product license License or support services have expired Upgrade and Migration General Application KWizCom Knowledge Worker Components Settings Configuration Wizards c Click the Manage License link next to the product that you wish to activate You will be redirected to that product s license management page Product Information Name SharePoint File Controller Feature Version 11 0 03 Farm License Farm license applies to all site collections in your farm Product Code Not requested Request product code and start your evaluation license now Web application or site collection license management If you have a license for one web application or site collection you can enter it here Simply choose the site collection you wish to activate the license on from the picker and enter the Site Collection http g
18. rom any desired list across the site collection in various chart styles Does it work with WSS MOSS The KWizCom SharePoint List Chart web part works with both MOSS 2007 WSS 3 0 and SharePoint 2010 Server Foundation Do I have to install anything on my company s client PCs No KWizCom SharePoint List Chart Web Part is a server installation Can I change the view from which the data is taken Yes Define the view on the relevant list and then apply it in the web part settings Can I display a list from another site with the List Chart Web Part Yes You can display list data from any list in your current site collection or other site collections 25 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Version Release Notes Primary Software Version 1 2 00 SharePoint 2007 11 2 00 SharePoint 2010 Base version 1 1 00 Release date Feb 28 2011 Sub Modules Module Version Version History CR Description gt o Version 1 2 00 11 2 00 Feb 28 2011 1000 Fixed Bug List Chart returns invalid image in load balencer 1318 Upgrade to SharePoint 2010 RTM Version 1 1 00 January 05 2009 Base Version 26 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components Technical Support You can access technical support using any of the following methods The KWizCom Web site The
19. stration Application Management System Settings Monitoring Backup and Restore Security Upgrade and Migration General Application Settings Configuration Wizards b Click the KWizCom Features Administration icon You will be redirected Application Management Manage web applications Create site collections Manage service applications Manage content databases Monitoring Review problems and solutions Check job status View Web Analytics reports Security Manage the farm administrators group Configure service accounts General Application Settin Configure send to connections Configure content deploymegf paths and jobs Manage form templates KWizCom Features Administration KWizCom Products License Management System Settings Manage servers in this far a Manage services on serve Manage farm features Configure alternate access Backup and Restore Perform a backup Restore from a backup Perform a site collection bd Upgrade and Migratid Convert farm license type Check product and patch i Check upgrade status Configuration Wizard PN to a page that allows you to manage all your installed KWizCom products licenses 16 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components 2 SharePoint 2010 Central Administration KWizCom Products List I Like It Tags amp Notes Search this site Central Installed P
20. www kwizcom com KWizCom Knowledge Worker Components Installation Software prerequisites Server Requirements 1 SharePoint 2007 WSS 3 0 or 2 SharePoint Server Foundation 2010 Client PC Requirements 1 Windows Vista 7 2 Microsoft Internet Explorer 7 8 or Firefox Mozilla Latest version or Google Chrome Latest version or Safari Latest version Installation Procedure SharePoint 2007 1 Log in using SharePoint administrator account to your SharePoint front end server 2 Download the product s latest evaluation version from KWizCom s internet web site This evaluation version is fully functional for 30 days Further details about product activation can be found in the Administrator guide next section 3 Unzip the product s zip file on your SharePoint server 4 Double click the msi file in order to begin the web installation 5 When the installation process is complete it will recycle all application pools automatically SharePoint 2010 Copyright 2005 2011 KWizCom corp All rights reserved www kwizcom com KWizCom Knowledge Worker Components 1 Log in as SharePoint administrator account to your SharePoint front end server 2 Download the product s latest evaluation version zip file from KWizCom s internet web site This evaluation version is fully functional for 30 days 3 Extract the zip file content on your local disk 4 You will find 2 WSP files The product s WSP file an
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