ERM WEBi User Manual
Contents
1. Search Initiates search Clear Clears all search fields Reset Resets all search fields to their original default values List of Saved Searches Contains a list of all saved searches View Opens the document in a separate viewing window Edit Properties Based on security settings Send Link by E mail Adds a link to the document that is stored in the content repository to a new e mail Note This functionality is not enabled at this time Send Document by E mail Adds the document as an attachment to a new e mail Note This functionality is not enabled at this time View Annotations Based on security settings Download Downloads document properties but not the actual document Refresh Content Re execute the search Select all Selects or deselects all documents in the search results list Each time it is clicked it will toggle between selecting all or deselecting all of the search results Document version 2 0 Page 9 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 5 Searching for a document To initiate a search click a folder from the Search Forms pane on the left side of the screen Enterprise Report Management System Web Interface for Content Management Thana og P i s ERMDEMO v 9g Out Change Password Help About Find in tree Demo Folder E E Kg Recent Folders Customer Name Like E 8 T PIANO 3 x Ez Customer Informa2. Viewer Figure 10 Image Viewer Menu Bar Toolbar Icons Exped Fit to Width Print Document Fit in Window Select Area Pr Rotate C E Enhance Document opy A Find Invert Document mE In Zoom Out Adjust Image Hide Show Thumbnails Zoom In Preferences Fit to Height Document version 2 0 Page 14 of 28 Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 6 3 AFP Data AFP Viewer example Viewer Help C 4 Qa i er RPS E BAXTER BAY BANK February 1995 02 01 95 TATEMENT DATE MAKE CHECKS PAYABLE TO BigBucksCard DIRECT PAYMENT OR INQUIRIES TO BigBucksCard Center I ues CUSTOMER SERVICES P O BOX 100 BOULDER CO 99999 PHONE 123 123 4567 A amp A ASBESTOS 0 ENGLEWOOD NJ ML ARS rE aR O DATE CHARGES See re i a DD d tE vs 4 Figure 12 AFP Viewer Menu Bar Toolbar Icons Zoom Find Next Rotate Page Go to First Page Reset View Go to Previous Page Hide Show Images Go to Next Page e k3 9 lel E E Select Rectangular Area p Go to Last Page Select Text Display Code Page Font Information Copy Selection to Clipboard pul Go to Specific Page Print gt o les Display About dialog box Find Document version 2 0 Page 15 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 6 4 Other Data Types Additional document types including Ado
3. the criteria to find matching documents if any of the criteria exist in a document NOTE If you enter search criteria in a date field the value that is entered is included in your search with the AND search operator This means that the documents that are returned by the search must include the date and all of the other search criteria 3 Click Search Your search results are displayed in the search results list Document version 2 0 Page 10 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Report search results list Enterprise Report Management System Web Interface for Content Management Logged in as user ermdemo ERMDEMO ERMDEMO v Theme wv LogOut Change Password Help About ind Find in tree E B Recent Folders DY Bis 2 e z Customer Information O Ez Credit Card Statements E Loan Delinquency Reports 08 A amp T PIANO 000 000 152 11 15 05 130 37 Scanned Image 5 All Folders Om A amp T PIANO 000 000 152 11 15 05 130 37 PDF Document E Baxter Bay Bank Om A amp T PIANO 000 000 152 11 15 05 13037 MS Word Ez Credit Card Statements umen Ez Customer Information O E A amp TPIANO 000 000 152 11 30 05 130 37 Line Data Report Ez Loan Delinquency Reports B Insurance Specialists Co 3 Univ of Pennant Customer Name Account Date Balance Document The search returned 4 documents Figure 5 Search Results List NOTE If a search criteria is entered for
4. within the navigation pane and is limited to the search forms to which you have access Folders m lr 1 Enter your selection in the Find field and press Enter Your search results are E ES Recent Folders displayed in the drop down list E Insurance Policies Student Information Ez Customer Information Credit Card Statements All Folders El Baxter Bay Bank Ef Insurance Specialists Co Ef Univ of Pennant je Click your selection and the search form displays Enterprise Report Management System Web Interface for Content Management Theme v Log Out Change Password Hel About s ERMDEMO v Log g p Logged in as user ermdemo ERMDEMO Find Find in tree Demo Folder g Recent Folders Customer Name Ez Customer Information Ez Loan Delinquency Reports Account s i All Folders E BJ Baxter Bay Bank Date Ez Credit Card Statements 01 01 05 mand 123105 E Customer Information Balance Equals Ez Loan Delinquency Reports Insurance Specialists Co Equals z E Univ of Pennant Mil ALL of these values O ANY of these values O Keep search criteria open after clicking Search The list of saved searches was retrieved Figure 3 Search Document version 2 0 Page 8 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 4 3 Other functions and navigation Function or Navigation Description
5. 50 00 200 00 00 00 00 00 00 00 00 00 00 00 0000010000 MCMULLIGAN PATRICK 10000000 0000010001 ABBOTT DAVID 11000 0000010002 ABBOTT DAVID 12000 0000010003 ABBOTT DAVID 13000 0000010005 ROBINS STEVEN 500 0000010006 PALMER ARNOLD 1000 0000010007 PETERS PAUL 650 0000010008 ROBERTS ABRAHAM 9000 0000010009 SMITH RANDOLPH 8000 0000010010 KLINE PETER 8500 0000010017 WILLIAMS ALFRED 10000 0000010019 JAMES TIMOTHY 11000 0000010022 THOMAS JAMES 12000 00 00 ED ROBBINS KARL 13000 00 00 Status Ready Page 1 of 100 Ur XE XR UN AN AN XR AN AN UN AN AN X X Ur XE UN UN AN AN AN AN AN XR AN AN LN X UN YN UN UN AN AN UN AN AN AN AN AN AN X Figure 7 Sample View Line Data Viewer Figure 8 Line Data Viewer Menu Bar Toolbar Icons View Add Annotations Print Find Go to page Find Next First page Font 4 Previous page 3 Copy to Clipboard Next page EJ Copy Pages to file Change Logical View Ll Last page El Change highlight color Display About dialog box Document version 2 0 Page 13 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 6 2 Image Data When using the Viewer to view a image a thumb nail field is included to the right of the image The red box within the thumb nail allows the user to view different parts of the image By clicking on the red box you can drag it to the section of the i
6. E i All Folders Betwenn ms 1 ae fane TJ E Bl Baxter Bay Bank Ez Credit Card Statements Equals 7 PT f Customer Information Es Loan Delinquency Reports Gonimant Esquala 7 la Bl insurance Specialists Co fpa im Univ nl Pennant i ALL of chase values o ANY of these veles E J Search Clear Reset Saved Searches arch criberia open aliter clicking Faadh The lect of coped aarde vas retrieved 2 Click Search Document version 2 0 Page 20 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 8 3 Additional date field search operator When searching date fields instead of using the drop down calendar you can enter a t where t is today s date You can also enter a or and a number which adds or subtracts from the current date For example t 5 translates to today s date minus 5 days HU n t NOTE Quotation marks are not entered Search In Customer Information Demo Folder Customer Name Like I Do o i us EAS at Equal Cys Balance di e l of G ALL of these values ANY of these values Keep search criteria open after clicking Search Document version 2 0 Page 21 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Appendix A WEBi is the new enhanced Web Interface to the ERM repository This is the program which will be used to sea
7. Forms pane WEBi Search Forms equate to OnDemand Folders Search Section Displays search criteria options based on the folder selected Search Results Section Displays list of document properties that meet the search criteria Status Bar Displays status messages Enterprise Report Management System Web Interface for Content Management Tt 4 L e Iz ar Logged in as user ermdemo ERMDEMO ERMDEMO v Menu Bar Theme wv LogOut Change Password Help About Find Find in tree Demo Folder E Bg Recent Folders Customer Name 195 Ez Customer Information i All Folders Account re BJ Baxter Bay Bank Ez Credit Card Statements Date Between 01 01 05 In 12 31 05 Ez Customer Information Ez Loan Delinquency Reports Balance Equals Insurance Specialists Co Univ of Pennant Document Equals Lr ALL of these values O ANY of these values Keep search criteria open after clicking Search Se arc h S ec tion Search results for Customer Information HP Bian BE Mil Account Date Balance Document A amp T PIANO 000 000 152 11 15 05 130 37 PDF Document MS Word Document A amp T PIANO 000 000 152 11 30 05 130 37 Line Data Report A amp T PIANO 000 000 152 11 15 05 130 37 Search Forms Pane Search Results Section The search returned 4 documents Status Bar Figure 1 WEBi Main Window Document version 2 0 Page 5 of 28 Copyright 2012 2015 Hewlett Packard Enterprise Deve
8. Insurance Policies E amp Univ of Pennant Es Student Information The Find field can be used to quickly find a search form to which you have access The Find field is case sensitive While it is not necessary to use wildcard characters in the Find Field because the server automatically inserts them the following can be used at the beginning or end of your search Asterisk multiple character wild card Percent sign 76 multiple character wild card Question mark single character wild card Underscore single character wild card The navigation pane has two options the Recent Folders and All Folders Description Recent This section lists the search forms that you used recently up to the most Folders recent ten The search forms are listed in order of use The most recently used search is at the top of the list This list is available each time you log in to ERM OnDemand NOTE A search form is displayed only once in your Recent Folder and is not duplicated All This section lists all of the search forms that you have access to Folders HINT If you know which cabinet the folder is in you can also select the folder from the cabinet which is displayed in the list of search forms Document version 2 0 Page 7 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 4 2 Using the Search Forms Pane The Find function searches for folders
9. Searching For Documents Reports l If Cabinets are enabled you can expand the desired cabinet to list the available Folders 2 Choose the Folder in which you wish to search 3 Enter your search criteria and press the Search button Other buttons e Clear clears the search criteria values e Reset resets the search criteria to default values e Saved Searches save current search or view select previous saved searches Other Options e ALL of these values e ANY of these values e Keep search criteria open after clicking Search Page 22 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Viewing Search Results 1 To view the document click the document icon next to the check box for the desired entry in the list 2 To view multiple documents select each desired document by checking the appropriate checkbox then pressing the View icon Checkbox toggles all individual list item check boxes Column Header clicking the column headers will sort the list on that column Toolbar Icons View selected documents Edit Properties if enabled Change the value of selected record s fields View Annotations if enabled View Add sticky note annotations Download download the Search results list to a CSV file Refresh refresh the Search results list by re executing the current search Esse Document version 2 0 Viewing Documents Repo
10. To save your search criteria Enterprise Report Management System i Web Interface for Content Management Logged in e var dreneres d ERMDEMO Themer bog Gut Change aod Hep About Demo eser E EB Recent Folders Cuxdcsrem Marr E usamos Informal Ez Credit Card Stibernents ESE ES Loan Delinquency Reports E 5 All Folders Betunen pos m fam FG Baxter Bary Bank Es Credit Card Statements Baer Equa E Customer Information E Ez Loan Debnquency Reports ER Eausis q E Insurance Specialists Co 5 H Jg Univ of Pennant Wr Arp ot these wales L AMY of thes voles Li Keep search Arena open after diding Search The est of saved sesrches wis retreu 1 Enter search criteria Document version 2 0 Page 18 of 28 Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Enterprise Report BB Recent Folders ls Customer Information Credit Card Statements amp Loan Delinquency Reports E 6 All Folders m 3 Baxter Bay Bark E Credit Card Statements E Customer Information amp Loan Delinquency Reports 3 Bl Insurance Specialists Co a lj Univ of Pennant A amp T Piano Management System Web Interface for Content Management ar ormmoemo EXMOEMO Change Password Help About ALL of these values J ANY of these values Search Clear Reset Clear Results Saved Searches v LJ Keep semch cena open afer doku erd search to replac
11. a report that does not exist the search results will be empty Search results can be sorted by clicking the column name of the property that you want to sort on Document version 2 0 Page 11 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 6 Viewing a document After initiating a search and search results are displayed when a document is selected the viewer will display document in a secondary window Enterprise Report Management System y Web Interface for Content Management Logged in as user ermdemo ERMDEMO ERMDEMO v Themevw LogOut Change Password Help About O als BE Customer Name Account Date Balance Document A amp T PIANO 000 000 152 11 15 05 130 37 Scanned Image A amp T PIANO 000 000 152 11 15 05 130 37 PDF Document MS Word Document A amp T PIANO 000 000 152 11 30 05 130 37 Line Data Report Kg Recent Folders Ez Customer Information Ez Credit Card Statements Ez Loan Delinquency Reports s j All Folders 3 E Baxter Bay Bank Ez Credit Card Statements Ez Customer Information Ez Loan Delinquency Reports E Insurance Specialists Co s Bj Univ of Pennant A amp T PIANO 000 000 152 11 15 05 130 37 Ooo ooo He oa The search returned 4 documents Figure 6 Viewing a document l To view a document click the checkbox beside the document in the search results list window 2 Click View so Note To select all of the search resu
12. and the IRS delerminos Ue id Fas not bem nepoti Figure 13 Sample view Adobe Acrobat Reader c NI 7 MR O 001 018 06 21 11 1 xd5x Microsoft Excel Home Insert Pagelayout Formulas Data Review View Addins Acrobat ax re CE ceo ID MA YN F Delete Paste BI l A li Merge Center 1 90 Conditional Format Cell me Sort amp Find amp J u A a edge H 2 Formatting as Table Styles Format c Filter Select Clipboard Font fa Alignment la Number E Styles Cells G24 e A AS OF 06 21 2011 aac Ard Poucy RPT NO MR 0 001 018 RUN DATE 06 24 2011 MEDICAL ASSISTANCE FINANCIAL STATUS BY GL SUBPROGRAM PAGE NO 1 of 1 Subset All Data Beneft Program Medicaid Jun 2011 Jun 2010 Jul 2010 Jun 2011 Jul 2008 Jun 2010 Total Cost of Total Cost of Total Cost of Total Cost of GL Subprogram w Code Coverage MARS Budget Amount Coverage MARS 0012 TANF CHAP Checkup Pieg Women 0014 Medical Assistance to the Aged 0015 Waiver 0017 County Match 0018 Mental Heath o State Orly 0019 Division of Ch d and Family S 0020 School Based Svcs Heath Div 0024 Pass Thru to Local Goverrenert 0028 OFFLINE 0029 Payment to DCFS Ming Total M MR 0 001 018 95 Ready Page 1 of 1 Figure 14 Sample view Microsoft Excel Document version 2 0 Page 16 of 28 Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 7 Savin
13. be PDF files spreadsheet data and HTML files are also available and will be viewed in their native applications Viewer Help BEID db 154844 13 43 15 El e BL o ST ie gk Sy Sem jn P an E L CORRECTED if checked gt PAYERS name street address city state ZIP coda and telephone no ten OMB No 1545 0115 Questions Call 877 538 3472 a 1 Miscellaneous Frynllis Income Fern 10989 MIS C PAYER S federal identification RECIPIENT 5 identification number i Federal income tax withheld numinis RECIPIENT S nam Fishing ban proconds 6 bera ad Inalfi ram yma J d 42 6656 1 AY 0 340 D47595ll p amp 1 2 TA RECTE AA Ege Hg Hag Hp Hie LO GR Li ieu zt de edend oF hist 0 00 Payer made directaales of 40 Crop insurance 5 000 or mor of consumer procede products bo a buyer recipient des messe be Account number 689 inrucbora Esc golden parachute payment id Gross proces pax to an attomey iba Section 409A deforma 156 Section 4094 income 47 StatePayers siata no 18 State income 1 Fam 1099 MISC keep for your records Department of the Treasury iit rnal Revenue Serdce Copy B For Recipient This is important tax information and is being turr shed to the Intemal Revenue Service If you are required to file a ratum negligence penalty or other sanction may be imposed on you if this income is taxable
14. e Allow others to use this search Save Cancel 3 Enter a name for the saved search 4 Click Save Document version 2 0 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP Page 19 of 28 ERM WEBi User Manual 8 2 Using a named search To use saved searches Friterprisie Report Management System Web Interface for Content Management Logged in as user ermdemo ERMDEMO ERMDEMO v ERMDEMO v Theme v Log Out Change Password Help About Tolders F NT in tree a Recent Folders Ez Customer Information Ex Crodit Card Statements count s Loan Delmquency Reports s amp All Folders Le moms sert onus T7 Baxter Bay Bank x Ce Credit Card Statements Fouala Ej LL Customer Information Us Loan Delmquency Reports Document Equals 7 z Insurance Specialists Co A a Un of Pennant ALL of these values ANY of these values t EN Save View Fropenies L1 Keep search critena open after lt l Click Saved Searches select the search name from the drop down menu Upon selecting the Saved Search the search criteria is automatically populated The Status Bar reflects which Saved Search was retrieved Enterprise Report Manapemerk Syrien Mob inris for Content Management Lragcer in ors aeger orice qp ERIMDEMO hamer Logout Change Password Hep About Es Customer information pz Gost Cand Stalemanis Account S Lean Dalinqueney Reporta
15. g documents Documents can be saved for later use when you do not have access to ERM OnDemand by downloading the documents to your workstation 7 1 Downloading document properties Document properties can be downloaded which will allow the user to save the results of the query performed to a Comma Separated Values CSV file To download the document properties 1 Select one or more documents from the list of search results or work items When selecting multiple documents the properties of all the documents are stored in a single CSV file NOTE A warning message might be displayed depending on the browser security settings 2 Click Download 3 Specily the directory where to store the document properties query results on your workstation A CSV file that includes data about the document will be saved For example if you download the properties file for an insurance claim the properties file might include a claim number the name of the claimant and the date the claim was received The imported data can be saved into a spreadsheet or copied into an e mail or document Document version 2 0 Page 17 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 8 Tooltips 8 1 Saving a search To save time you can save your search criteria Once a search is saved you do not need to manually reenter your search criteria each time you need to search for a frequently used set of documents
16. ing 4 Your session expired because of inactivity Log in again 3 3 Changing passwords Passwords in ERM WEBi are maintained within the OnDemand system Change password Press the Change Password button Enter your existing ID and Password as well as a new password and confirmation Enterprise Report Management System Web Interface for Content Management Welcome to the Log In i Enterprise Report Management System Select the Server you want to login to and enter a walid User ID ERM User ID and Password Copyright 2015 Hewlett Packard Enterprise New Password Confirm Password ERMDEMO Both versions of the new password must match If the new password and confirmation do not match a message is displayed and the password boxes are displayed in red with exclamation points displayed in the boxes New Password Confirm Password Server ERMDEMO Document version 2 0 Page 4 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 4 Functions and navigation The main WEBi interface is composed of six areas Title Bar Displays window information including user ID and OnDemand server logged in to Menu Bar Displays WEBi menu options e Themes Allows you to select color theme e Log Out Allows you to log off the server e Change Password Allows you to change your password e Help Displays on line help e About Displays version information Search
17. lopment LP ERM WEBi User Manual ERM WEBi Viewer Window The WEBi Viewer window is composed of three areas Title Bar Displays window information including link to on line help Menu Bar Displays Viewer menu options pus Tabbed Layout ES Split Vertical Layout View two documents one on top of the other Split Horizontal Layout View two documents side by side m Previous Document in Results Open previous document in the Search Results list Next Document in Results Open next document in the Search Results list Content Area Displays selected documents in their define view applications Viewer Title Bar Menu Bar Content Area Figure 2 WEBi Viewer Window Document version 2 0 Page 6 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 4 1 Search Forms pane The Search Forms pane displays a list of search forms or folders available to you according to your security access Folders Find E E Recent Folders Insurance Policies E Student Information Es Customer Information ES Credit Card Statements EI All Folders Eg Credit Card Statements E Customer Information ES Insurance Policies Es Loan Delinquency Reports ES Scanned Image Data Es Student Information El Baxter Bay Bank ES Credit Card Statements Es Customer Information ES Loan Delinquency Reports E amp Insurance Specialists Co ES
18. lt items click the select all box at the top of the column By default each document is displayed on a separate tab in the Viewer pane HINT To quickly select a single document without having to select the check box and the view icon just select the document type icon next to the checkbox Within the Viewer pane you can use the viewer menu bar to view a document to split the window and view two documents at the same time or to display the previous next document in the search results list By clicking the vertical or horizontal buttons you can view two documents at the same time To move to the previous or next document use the arrow buttons Viewer Help 09 28 11 15 05 25 E ETA a Depending on the document type for example Report Claim additional functions will be available These functions allow you to change how the document is displayed in the viewer for example Zoom Out Zoom In Rotate and Invert if these functions are available Document version 2 0 Page 12 of 28 Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 6 1 Line Data Viewer Help BEI b TIGE CARD Re amp ble EE i REPORT D94100100 PENNANT NATIONAL BANK DATE 12 BA 001 TIME 1 FROM 10 01 94 MODE TO 10 01 94 LOAN DELINQUENCY REPORT PAGE LOAN CUSTOMER LOAN DELINQUENT DELINQUENT DELIN NUMBER NAME AMOUNT 30 DAYS 60 DAYS 90 50 00 100 00 140 00 150 00 50 00 75 00 50 00 00 00 00 00 00
19. mage you want to view To zoom in or out of the image use the bottom right corner of the red box The thumb nail field also allows the user to see how many pages are included for the image Viewer Help _ ux zm m SOS im AS SW 5 3 IN 01121 MINE D E l Claim F DERE AmericarrDeniarAssociation 2005 HEADER INFORMATION 1 Type of Transaction Mark all applicable boxes X Statement of Actual Services O Request for Predeterminatior Preautnorization ersotritie xix 2 Predetermination Preauthorization Number POLICYHOLDER SUBSCRIBER INFORMATION For Insurance Company Named in 3 12 Poleyholder Subscnber Name Last First Middle Initial Suffix Address City State Zip Code 3 Company Plan Name Address City State Zip Code 13 Date of Birth MM DD CCYY 14 Gender 15 Polcyhoider Subscriber ID SSN or ID X Cr OTHER COVERAGE 16 Plan Group Number 17 Employer Name 4 Other Dental or Medical Coverage X No Skip 5 11 ves Completo 5 11 5 Name of Policyholder Subscriber in 4 Last First Middle Initial Suffix PATIENT INFORMATION 18 Relationship to Policyholder Subscriber in 12 Above 19 Student Stalus X ser spouse Dependent Chis Jets Jets 20 6 Date of Birth MM DOICCYY 7 Gender 8 Policyholder Subscriber ID SSN or ID other Stata 7in INSURANCE COMPANY DENTAL BENEFIT PLAN INFORMATION Name Last First Middle initial Suffix Address City Figure 9 Sample view Image
20. nnnnnnonononnnnnnnnos Ilo MT EEE Saving a search A A Using a named AAA Additional date field search operator oooooccccccnnccnnonocccnnnnonononononnnos Appendix A WEBi Quick reference guide Document version 2 0 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 1 Introduction Electronic images of all reports and various other documents such as claims images remittance advices invoices and letters are stored in the HP Enterprise Services HPES ERM OnDemand system These documents can be viewed saved and printed from the user desktop using their internet browser based on user security restrictions and authorizations The OnDemand software application is used by ERM to archive electronic copies of all reports and other documents as well as store index information in the system database WEBi is a stand alone web client application developed to access the ERM OnDemand repository using a supported web browser and the freely available Adobe Acrobat Reader Through ERM OnDemand authorized users can retrieve view and print reports and any other documents archived by the ERM OnDemand system from the workstation Once logged on to ERM OnDemand the user can retrieve desired documents by selecting from available options in the navigation panel displayed on the left side of the WEBi screen or by using fill in the blank functionality to enter minimal search crite
21. nterprise Development LP
22. o Enterprise Content Management Services Hewlett Packard Enterprise Enterprise Report Management Web Interface WEBi User Manual O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Trademarks Product names referenced in this document may be trademarks or registered trademarks of their respective companies and are hereby acknowledged Document version 2 0 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Table of contents l 2 3 Sl 3 2 3 3 4 4 1 4 2 4 3 5 6 1 6 2 6 3 6 4 Falls 8 8 1 8 2 8 3 A a NG Logging on off nce cree ERRORES HOGGING ON PRENNE IET TOT ETT TT Fore o 1110 io REE EEE E Changing fee no JE Functions and NOVIgatiON oooooocccnnncnnnonccnnnncnnnonononnnnnnnnnnnncnnnnnononininnnos Search Forms pane cccccooccccnnncconcnnnnnononcnnnnononcnnnnoninonnnnnonncnnnnnonannnnnnnnnos Using the Search Forms Pane rrrvrnnrrnrrrrrvnnnnrrrrrrrnvnnnrrrerrrnnnnnnerrnrrnnnnn Other functions and navigation occcccccnnnccccnnnooocnoncnnnnnonononononnnnnnnnnnos Searching for a document rrrrrrrrrrrrrrrrrrrrrvnnnnrrrrrrnrrrrnvnnnnnrererrnnrnnnnnnnn Ma A UNIVE IED A o ir A A re eer ee PAG TCU LI Oher Dala Typos e cec bte EEE EE SAIN LO AV AN A Downloading document properties cooooooocccccnnccononoccn
23. r Area Select Text Copy Selection to Clipboard Go to Specific Page Find Find Next Go to First Page Go to Previous Page Go to Next Page Go to Last Page Display Code Page Font Information Print Display About dialog box Page 24 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Java Applet Viewer Images The Java Applet Viewer also supports Thumbnails The thumbnails can be configured to display in different locations on the screen via the Preferences toolbar button Missi ov Initial zoom Restore Defaults Zoom factor i Apply Initial rotation Y Initial enhance T Initial invert Note Initial zoom enhance and invert only take effect when new documents are opened Toolbar Icons 4 Show thumbnails humbnail size Medium Export V Dock thumbnails Thumbnail position Let Print Document Toolbars 4 Show standard toolbar Select Area J Show page toolbar Number of actions to save for undo Ep Copy Import Export B Fina SY Zoom Out Zoom In Fit to Height Fit to Width Fit in Window Rotate Enhance Document Invert Document 8 0 PE Adjust Image Hide Show Thumbnails Preferences ii Go to First Page Go to Previous Page Go to Next Page I lle l Go to Last Page Document version 2 0 Page 25 of 28 Copyright 2012 2015 Hewlett Packard E
24. rch for and retrieve documents and reports stored in the ERM repository Getting Started 1 Open a supported browser and navigate to the ERM web site https webi erm svcs hpe com wccommo nservices DESKTOP do Note Your DESKTOP name is client specific contact your ERM OnDemand Support if needed Erterprec Report Management System Wah Interface for Content Managemant Enterprise Report Menagamert System Select be Server you wart to login to and enter a valid ERM User ID and Passo D Copyright 2015 Howitt Packard Entarpeias evelopment U Login 2 Enter your ERM OnDemand User Name amp Password 3 Press the Change Password button if you need to change your ERM password Yov ll be presented with standard options to enter your existing ID and PW as well as a new password and confirmation 4 f you have already done searches within WEBi you can choose folders in your Recent Folders which saves your 10 most resent folders Bn Recent Faders E redd Card Stabernant Es Al Folders B CHOC Derg The Folders navigation pane displays the Folders and Cabinets if enabled the user is authorized to view Document version 2 0 WEBi Quick reference guide Finding Folders 1 Enter the name or partial name of the folder you want to find in the Find text window Note You can use standard wildcard characters 2 Press enter and select the desired Folder from the drop down list
25. ria on search windows to display the exact document or page needed A text search feature is also available for locating specific data within a report after it has been retrieved such as an individual or business name Retrieved data and images can be copied to the clipboard or saved as a file on the PC for additional manipulation in a spreadsheet an MSWord document or database applications Document version 2 0 Page 1 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 2 What s New WEBi is what would be considered a hybrid application cross between the OnDemand32 desktop application and the OnDemand Web Enablement Kit ODWEK or web thin client A lot of the OnDemand desktop application functions are included with WEBi but delivered via a web browser New WEBi application features that are not available in the current ODWEK client e Multi search Predicates e Parametric search and or search capabilities e Bi directional column sorting ascending descending of the search results list e Multiple and single selection for viewing via icons and a toolbar e Multiple open document windows from a single viewer framework e Combined Line Data Viewer and Image Viewer Applet Document version 2 0 Page 2 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual 3 Logging on off 3 l logging on Internet Explorer is used to log on to ERM WEBi 1 In
26. rts Once a document is selected to view the WEBi Viewer window is opened and the selected document s are displayed in their defined document viewers Depending on how the user s browser is configured the Viewer may be opened in a new window or a new tab within the current window Viewer Toolbar Icons Help Show online help Document Tabs Tabbed Layout Split Vertical Layout View two documents one on top of the other Split Horizontal Layout View two documents side by side Previous Document in Results Open previous document in the Search Results list Next Document in Results Open next document in the Search Results list FEE Page 23 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Java Line Data Viewer Applet Print Go to page First page Ki Previous page Next page M Last page View Add Annotations Find Find Next Font Copy to Clipboard Copy Pages to file Change Logical View Change highlight color Display About dialog box m m 2 2 gt Document version 2 0 AFP Viewer Plugin gt BAXTER BAY BANK 19 Als MAKE CHECKS VAYARLE TO BigRucksCard DIRECT PAYMENT OR INQUIRIES TO BighucksCard Center NING SERVICES P O BOK 190 DOULIES CO ase Ad A ENTERPRIS 76 RIVERSIDE AV NEWARK NI 07104 Toolbar Icons Zoom Rotate Page Reset View Hide Show Images Select Rectangula
27. the browser type https webi erm svcs hpe com wccommonservices DESK TOP do in the address bar and either press Enter or click on the Go arrow The ERM WEBi Login window displays Note Your DESKTOP name is client specific contact your ERM OnDemand Support if needed ERM WEBi Login page Enterprise Report Management System Web Interface for Content Management Welcome to the Enterprise Report Management System Select the Server you want to login to and enter a valid ERM User ID and Password Copyright 2015 Hewlett Packard Enterprise Development LP Change Password Log In 2 Enter the user login ID in the User ID field Press the Tab key to move to the next field 3 Enter the user password in the Password field Either press Enter or click Log In 3 2 Logging off From any window click Log Out from the menu bar in upper right corner of the screen Users should always remember to log off prior to closing the browser Enterprise Report Management System 3 Web Interface for Content Management Logged in as user ermdemo ERMDEMO a ERMDEMO v Theme w LogOut Change Password Help About NOTE As a security measure each ERM WEBi client allows for a certain number of online inactivity minutes before the online connection expires When time has elapsed the following warning displays Document version 2 0 Page 3 of 28 O Copyright 2012 2015 Hewlett Packard Enterprise Development LP ERM WEBi User Manual Warn
28. tion Ez Credit Card Statements Account Like Ez Loan Delinquency Reports s ij All Folders Date Between x provos mad 1231 05 Er E amp Baxter Bay Bank E Credit Card Statements Balance Equals 7 Logged in as user ermdemo ERMDEMO Ez Customer Information Document Ez Loan Delinquency Reports Insurance Specialists Co A e o S C E Univ of Pennant 9 ALL of these values 2 ANY of these values The list of saved searches was retrieved Figure 4 Search To search for a document 1 Enter the search criteria in the search pane The search fields displayed in the search pane change depending on the folder selected The search fields that display in the search pane can include e Custom defined properties that are specific to your business environment for example policy number or last name e System properties for example creation date or version number e Search operators for example Equal Between or Like HINT You can access saved searches by clicking Saved Searches All and search name 2 Select whether to search on any or all of the values that are entered as part of the search criteria e f ALL of these values is selected the search uses the operator AND which links the criteria to find matching documents if all of the criteria exist in a document This is the default setting e If ANY of these values is selected the search uses the operator OR which links
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