Report Center User Manual
Contents
1. eoa PEU 27 CHAPTER 10 E MAIL REPORT eee e eee eee e eee eee eee eee see 28 CHAPTER 11 PERIODIC REPORT SCHEDULING AND ACTIVATING WARNINGS 29 11 1 PERIODIC SCHEDULING SETTING ccccccecceccecesceccecceccecescesteccecuecscesssceecesceseectscescescesessescsceseeceseescseess 30 11 2 REPORT WARNING SETTINGS cccsccscecceccecceccscscecceceecescestecceceecuscesssceecscesesctsceecescestecescscesescuscascaseuss 34 CHAPTER 12 MAPPED FIELDS 5 1 cncscaserivccudccosseitererccedacacacctetovesedeaasseibawowseebedawsGesadevcesvonsesetdewavasstagessece 36 e d ENTOR ree 36 inu 36 3 39 OIC OIG 39 E 40 WOREK ORDER TEMPLATE 40 CHAPTER 13 FILTERS iineescccssvsescecnsaosevavuuev e eec eeao eua PE 42 ILIE C RR 42 VP RERO 42 IST SERIE ee 422. dor 20 GIR IZ REPORT SCREEN T 21 FIGURE 13 REPORT SEARCH 22 FIGURE 14 REPORT SETTINGS kd a Sun En 23 FIGURE I5 SAVEASSCREEN Dr 23 FIGURE TOMAIN SYSIEM SCREEN 25 FIGURE 17 E MAIL REPORT SCREEN eei aa OLOR ME Pad nS 28 FIGURE 15 REPORT DETAILS SCREEN 29 PIGURE 19 SETTING DESIGN WINDOW 5 30 FIGURE 20 RECEIVE REPORT THROUGH PRINTER OPTION ennemis 31 FIGURE 21 RECEIVE REPORT THROUGH NETWORK DIRECTORY OPTION een 32 FIGURE 22 RECEIVE REPORT BY E MAIL OPTION 2 33 FIGURE 23 RECEIVE REPORT THROUGH EXPORTED REPORTS OPTION enn 34 FIGURE 24 OPERATE WARNING BOX decus quen Sume dA 35 RiT Technologies Ltd 48
3. Allows erasing existing functions itd Performs a syntax check for the function code entered and displays a notice Saves the function Saves the function and closes the function editing window The functions tree is organized by topics and is constructed in a hierarchal fashion The tree is comprised of six primary folders with each primary folder containing within it sub folders grouping their relevant functions For example all functions for performing mathematical operations are in the folder titled Math These are used for the following operations B Abs function acting on a number and returning the number only as a positive value B Ath a function that acts on a number and returns only the inverse tangent of the number in radians RiT Technologies Ltd 16 Report Center User Manual 4 6 The function tree displays the function name as well as the type of variables appearing in parentheses next to the function name on which the function acts For example DateTime acts on two values the first is the date and the second is time and this function is displayed in the functions tree as DateTime date time In order to add a function to the editing area click the desired function using the left mouse button the function name appears in the editing area according to the fashion in which it operates In order to add a field to the editing area point to the field name and drag it to the editing area A shor
4. Report Center User Manual Copyright 2008 RIT Technologies All rights reserved No part of this book shall be reproduced stored in a retrieval system or transmitted by any means electronic mechanical photocopying recording or otherwise without written permission from Technologies No patent liability is assumed with respect to the use of the information contained herein Although every precaution has been taken in the preparation of this book Technologies assume no responsibility for errors or omissions Neither is any liability assumed for damages resulting from the use of the information contained herein RiT Technologies Ltd Report Center User Manual Trademarks terms mentioned in this book that are known to trademarks or service marks have been appropriately capitalized RIT Technologies cannot attest to the accuracy of this information Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark The following are propriety trademarks of RIT Technologies and may not be used or reproduced without the permission of RiT Technologies PatchView for the Enterprise PatchView PVMax P LET PV360 Dashboard SitePro SMART Cabling System 5 SMART CLASSix SMART Giga Exclusive Remedies The remedies provided herein are the Buyer s sole and exclusive remedies RiT Technologies shall not be liable for any dire
5. 36 Report Center User Manual Filed Name Description Type Can be Filtered Notes field in the device properties uen mean Device Name Name The name of the device name of the device Sting Yes Functional Type The functional type to which the device String Yes belongs Functional type is a list of options such as panel outlet switch master etc Location The Location category of the device String Yes Category location Using this field you can filter devices by their location for example generate a report only for devices that are located in a rack switch city etc Monitor The type of monitor that is connected to String the terminal equipment Network The network equipment type name For String Equipment Type switch this field display either module or chassis No of Slots The number of available slots in the Integer device This field displays the number of modules for a switch And displays the number of slots for adapters for fields PV Supported Managed or non managed panels PVMax Parent The name of the parent device to which a string Yes Name PVMax device is connected in a PVMax topology tree Available only for PVMax devices PVMax Parent The port number to which the device is integer Port connected to in the parent device Available only for PVMax devices PVMax Parent The type of the PVMax parent device to string Yes Type which a device is connected in a PVMax topology tree Applicable
6. B E mail report immediate or scheduled mailing RiT Technologies Ltd 22 Report Center User Manual 6 1 6 2 Chapter 6 Save Report After selecting a particular report from Report Center the following report settings screen is displayed Figure 14 Report Settings Screen The toolbar on the report settings screen provides two options for saving the reports 1 Save as creates a new user report from an existing report 2 Save saves updated settings to existing user report Create New User Report from Existing System User Report New personal reports may be created from existing system user reports After selecting a particular report you can update report headers and filter values To permanently save these settings in a new user report you must click save as on the toolbar The system prompts you to feed the report description field again as follows Zi Save Report As Webpage Dialog Name WORKORDER_UNV ce Figure 15 Save As screen If the new report was saved successfully the new user report is added to the system and the message report save succeeded appears The new user report may be accessed in the My Reports sub directory within the Personal Reports directory Save Updated Settings to Existing User Report Updated settings may only be saved to user type existing reports System report settings may not be updated RiT Technologies Ltd 23 Report C
7. generated To generate click the magnifying glass icon on the toolbar At the head of the page is toolbar with the following advanced options from right to left Generate report Save as creates a new user report from an existing report Save saves updated settings to existing user report Export report data to Excel Word PDF format etc according to the properties of the customer s Crystal version B E mails report m Schedules report Print report Chapters 6 to 12 provide a detailed description of the advanced options RiT Technologies Ltd 20 Report Center User Manual Chapter 5 View and Navigate Report Data After a report is produced by Report Center the following report screen is displayed idanb None Page 1 From 23 4 4 gt b Preview 24 12 2007 3 38 19PM Connecting HW Report Search Criteria Functional Outlet Functional Type Panel Location CAPs SelectedParameters String Nam e CQ0101E43 Functional Type Outlet Catalog Name Outlet 2 Port Green Class Panduit F aceplates Description PV Supported NO Size U 1 Vendor Morgan Stanley Vendor URL Location Site 011EM KingdomiLondonm CANIF loor 01 North Access Points CAP 0101E 431 Name Catalog Name Connector Status U14321 Outlet 2 Port Green Passthru Free U14322 Outlet 2 Port Green Passthru Free U14321 B Outlet 2 Port Green Passthru Connected U14
8. name export date and file format You can download any file previously exported The system manager can determine a maximum number of exported reports that each user can save Scheduled Reports lists all scheduling of repots previously defined by each user including report number name scheduling date scheduling frequency last action taken and next action date Scheduling date and addressees may be updated by clicking the Report Name field Reports for Mobile a detail of all reports saved as reports for viewing from a Cellular phone with the purpose of viewing them from the cellular phone RiT Technologies Ltd Report Center User Manual 3 3 3 4 Search and Activate Report After selecting a directory all reports linked to it are displayed on a table in the center of the screen Table columns include the following information fields for each report Information item type information items in the report table may include the following types System report report created by system manager User report personal report generated by user 5 File other link to another file or site Report number system reports are numbered by the system manager Report name determined by report generator Report description determined by report generator Click the name of any column in the report table to sort the table in ascending descending order according to the column
9. FUCTERS IN INVENTORY 43 PILTERS IN WORK ORDER TEMPLATE xoti spen r a aiai 44 CHAPTER 14 TROUBLESHOOTING eeeeeccecsisesebussesdvuvencsvewes Poe PUE Cea EVE EE pus vw eas eov ess 45 RiT Technologies Ltd iii Report Center User Manual CERED dro 45 APPENDIX LINK STATUS APPLICABLE OPTIONS 46 IB OL COD e 46 TADLPORELIGURBS uui ee nM 48 RiT Technologies Ltd Report Center User Manual Chapter 1 ntroduction The Report Center is a report portal and Internet business intelligence center for enterprises that provides a central access point for all reports queries and documents from any information systems within the enterprise It offers a wide variety of production analysis and information distribution options for enterprise employees clients and suppliers Major services provided by the Report Center Report query and document input wizard for Web distribution Organizational report tree manager by subjects Individual and group user permission management Advanced information filtering properties Saves personalized reports by filtering and savin
10. Filed Name Description Type Can be Filtered Assigned To The user that needs to perform the task String Yes Closed By The name of the user that closed the String Yes Work Order The date that the Work Order was closed lt D Date time Closed Date The name of the user that created the String Work Order The date that the Work Order was created Created By Date time Creation Date A description of the Work Order The due date of the Work Order Description String lt D Uu Date time Due date The ID of the Work Order String Yes Location A The first location of the task Y String es The second location of the task Yes Task The description of the task The String Description description is a text describing briefly the task that needs to be performed Task Due The task s due date Date Yes date time RiT Technologies Ltd 40 Report Center User Manual Filed Description Type Can be Filtered Task Number The task number Yes Task Status The status of the task Yes Task Type The type of the task Yes RiT Technologies Ltd 41 Report Center User Manual Chapter 13 Filters About Filters Filters allow you to control which type of information is displayed in a report You can set filters to display only relevant information in your report There are two main report templates in the report center Inventory template allows you to create reports that inc
11. right hand side of the data area This window displays all of the fields available to be included in the report and is comprised of two columns Mapped Field displays the database fields For more information about Mapped Fields see Chapter 12 Mapped Fields Formula Field displays the calculation fields written by the person who created the report at the time of its creation Each new calculation field that is written in the Dynamic Reports screen is displayed in this column The fields presented in the field list can be integrated into the report in the following ways m Adding a field to a report order to add a new field to a report from the list of fields available click on the desired field using the left mouse button and drag the field while holding the mouse button to the relevant location within the data area Following the release of the mouse button the field will be placed in the desired position Changing field location Click the desired field using the left mouse button and drag the field while holding the mouse button to the relevant location within the data area Upon releasing the mouse button the field will be placed in the desired position Changing field width Point to the relevant field using the mouse click the Shift button on the keyboard and while holding the shift key down drag the field to the left or right to widen or narrow accordingly B Creating a new group Click the desire
12. types can be Expander Master etc Available only for PVMax devices PVMax Serial The serial number of the PVMax device string RiT Technologies Ltd 37 Report Center User Manual Filed Description Type Can be Filtered PVMax Software The software information of the PVMax string Yes device Available only for PVMax devices PVMax Status PVMax device status string Yes Available only for PVMax devices Rack Indicator When the device is a rack this field String Yes Name contains the name of the rack indicator that is associated with it The amount of RAM in the terminal Float equipment Reserved This field relates to a RACK and indicates RACK if the RACK space is free or reserved for a server etc Serano ine serai rumoer orne aeee Szean Teste root wo _ verdorvat vendors webste mmo mo Adapters Filed Name Description Type Can be Filtered Adapter Name The name of the adapter Adapter Ports The number of ports in the adapter Integer Number Adapter Slot The slot number in the device where Integer the adapter is installed Adapter Type The type of the adapter adapter can String Yes be NIC Modem SCSI etc RiT Technologies Ltd 38 Report Center User Manual Ports Filed Description Filtered Connector The type of the connector String Address The IP Address of the port This is rele
13. 11 4 2 1 PCO 12 4 3 CREATING AND EDITING TEXT OBIECIT 13 4 4 ADDING AND EDITING SUMMATION FIELDS ceccscoscescecceccscescesceccecescesceccecescescestesescescesessescescesceses 14 4 5 PRU 15 4 5 1 15 4 6 17 4 7 GENERATING THE REPORT AND ADVANCED PROPERTIES cscsscescecceccecescecceccscescsceccecescescecsecescascescess 20 CHAPTER 5 VIEW AND NAVIGATE REPORT DATA 22 cccecccccccscccccccccccccsccccccccccsscscccccccsscsccecs 21 CHAPTER 6 SAVE 23 6 1 CREATE NEW USER REPORT FROM EXISTING SYSTEM USER REPORT csccecceccecceccecceeceecceccescescecceecs 23 6 2 SAVE UPDATED SETTINGS TO EXISTING USER REPORT ccsscosceccecceccscesccceccscesceccectscescescesescascscecens 23 CHAPTER 7 DELETE REPOR Aaaa 25 CHAPTER 8 EXPORT REPORT 5 26 CHAPTER 9 PRINT REPORT Eve oo
14. 26 24 9 07 12 21 25 9 07 18 19 4 12 07 18 20 25 9 07 10 30 24 9 07 18 27 24 9 07 18 08 9 5 07 19 03 25 9 07 17 43 24 9 07 16 24 23 9 07 18 49 25 9 07 16 51 25 9 07 17 16 6 5 07 17 48 6 5 07 17 48 Report Center User Manual Chapter 3 Selecting an Existing Report After logging into the system see Chapter 2 the Report Center main screen is displayed idanb None Records 1 17 of 17 All Reports UY AR E My Reports NS Personal Reports 10772 link testss link testss 6 12 07 22 00 le Exported Reports 10773 Connecting HW Detailed test 1 Connecting HW Detailed test 1 24 12 07 15 34 Scheduled Reports g DEFO01 Connecting HW Detailed Connecting HW Detailed 25 9 07 17 26 8 Reports for Mobile g DEFOO2 Connecting HW Tabular w Totals Connecting HW Tabular w Totals 24 9 07 12 21 Report Templates 2a DEF003 Connecting HW Tabular Connecting HW Tabular 25 9 07 18 19 C Default Reports 5 2a 04 Links Horizontal Links Horizontal 4 12 07 18 20 m 05 Links Vertical Links Vertical 25 9 07 10 30 otrooe6 Panel Utilization Panel Utilization 24 9 07 18 27 DEF007 Switch Utilization Switch Utilization 24 9 07 18 08 8 amp 3 ptroos Tasks Histogram Tasks Histogram 9 5 07 19 03 m DEFOOS Terminal Equipment Detailed Terminal Equipment Detailed 25 9 07 17 43 010 Terminal
15. 322 B Outlet 2 Port Green Passthru Connected Nam e CQ0101E44 Functional Type Outlet Catalog Name Outlet 2 Port Green 4 74 v 4 b All Reports Connecting HW JA ee p 777 1 Figure 12 Report Screen The report screen is divided into three major parts 1 Report settings report headers report generator s name and filters selected for report Report data the body of the report Navigate through report data and perform advanced actions using the toolbar At the top of the report is the report generator name as well as filter values selected for each of the highlighted fields A toolbar at the top of the page presents the following options from right to left Report page numbering Skip report pages next page previous page first page last page m Distance from display enlarge diminish report display B Print report RiT Technologies Ltd 21 Report Center User Manual B Export report data to Excel Word PDF format etc B Search opens a window that enables you to search for information within the report You must enter the requested data Click find next The data is presented and is highlighted in orange Repeated clicking on this button will continue the search for the data further on in the report and so on until the end of the report Search the report Webpage Dialog Figure 13 Report Search Screen Refresh report data renewed production of report
16. Atoolbar is located above the report table enabling additional search options Skip columns a combined box on the left of the toolbar shows the number of columns in the table and enables skipping from one column to the other m Filter click the filter button P to perform a search for a report according to a specific value in one of the table columns report number name description After you have located the required report click on the name highlighted in blue to access Exit the System Click the door icon on the upper right hand corner of the main screen and all other screens to exit the system and return to the system login screen RiT Technologies Ltd 10 Report Center User Manual Chapter 4 Edit And Generate Existing Report Settings After selecting a particular report on the Report Center see Chapter 3 the report settings screen is displayed 41 L s i m i r ri H 7 p I nw j ait Ey Headers ZZ x Sort Field 1 Select v Direction Acending gt Filter Name From Value To Value Figure 5 Report Settings Screen 4 1 Edit Report Settings The report settings screen is divided into six major parts 1 Report details report number report description report name and ownership fields The values of these fields are set when the report is generated and cannot be
17. Equipment Tabular w Totals 24 9 07 16 24 B DEF011 Terminal Equipment Tabular Terminal Equipment Tabular 23 9 07 18 49 vero12 Work Order Tasks Detailed Work Order Tasks Detailed 25 9 07 16 51 DEF03 Work Order Tasks Tabular Work Order Tasks Tabular 25 9 07 17 16 UNIOO1 Inventory Template Inventory Template 6 5 07 17 48 vunioo2 WorkOrder Template WorkOrder Template 6 5 07 17 48 tI Figure 3 System Main Screen General The Report Center has a list of users permitted to enter the system and each user belongs to one user list only The user name and name of the user group to which they belong is displayed on the upper right hand side of the screen The main screen displays system reports generated by the system manager and user reports generated by the user who can filter existing system reports and save them as new personal reports Every Report Center system report belongs to a directory on the enterprise report tree and is filed there by the system manager User reports are automatically filed in the Personal Reports directory under the My Reports sub directory The system manager defines the following B Structure of enterprise report tree B Types of system reports filed in every specific directory B Types of directories each user may view RiT Technologies Ltd Report Center User Manual 3 2 B Types of system reports each user is permitted to view After you log into the s
18. Example Telephone device connected to an outlet and O a panel Module yel Outlets Panel 02 Ip Phane 1122 PC Port 09 Port 09 Port 09 Port 01 Port 01 Port 01 Incomplete full link With Terminal Equipment and free Extension port e For future use RiT Technologies Ltd 47 Report Center User Manual Table of Figures FIGURE 1S YS TEM LOGIN SCREEN pni csse anb robes meu temo ERE 6 FIGURE 2 REPORT CENTER MAIN SCREEN EE A E 7 FIGURE ITEM MAINSCREEN sisgencicinaasrnstecsctcatadetiecnaransaacnssceeoihanstcctebsasbanacuisssgnaccveatenackeatedudseniansnssasanasenes 8 FIGURE 4 MY REPORTIS DIRECTORY EEE ET 9 FIGURE S REPORT SETTINGS SCREEN rE Er EE EE Er 11 FIGURE FIELD INPUT E e A 12 FIGURE 7 FUNCTION CREA TION SCREEN Sun Gm 15 FIGURE 5 FUNCTION CREATION SCREEN 16 VCALENDAR 18 FIGURE 10 FILTER SCREEN WITH LIST OF 19 FIGURE 11 REPORT SORTING FIELDS
19. ary mmm Report Report Title elected Parametres Page Header Details Report Footer Page Footer 1 x Figure 6 Dynamic Field Input The Report Styling screen presents the report s structure and is divided into three main parts 1 The Tool Bar appears in the upper part of the screen Shows all the tools available to the user in order to perform styling actions on the report 2 The Areas Tool Bar appears in the left part of the screen Displays the sections in the report such as groups data fields data lines etc 3 Data Display Area this area displays the fields calculation fields and the summaries displayed in the report 4 2 1 Report Fields In the Field Design screen there appears a details line and a groups line The Details Line Presents the data in the report at the record level as it appears in the database RiT Technologies Ltd 12 Report Center User Manual 4 3 The Groups Line Presents a collection of data at the group field level For example in a Customer Invoice Summary Report there is no importance in viewing the comprise data for every invoice but rather it is important to view the summary of invoices for each customer and therefore a new group for the Customer field presents a field summarizing all the invoices The report shows a line presenting the sum of the invoices issued for each customer If you click the icon pop up window opens in the
20. ct indirect special incidental or consequential damages including but not limited to lost profits no event shall RIT s liability exceed the purchase price of the RIT product Assistance For any assistance contact your nearest RiT Sales and Service Office or your local dealer For further information on technical support and seminars please visit out web site or email us Web Site http www rittech com RiT Technologies Ltd Report Center User Manual Contents CHAPTER T INTRODUCTION EEEE 5 CHAPTER 2 LOGGING INTO THE SYSTEM ee eee eee eee eee eee ee ee 6 2 1 LOGGING INTO THE SYSTEM ess excbssat vetet Hausa PR E NP 6 P ERTO Eq EU 2 7 CHAPTER 3 SELECTING AN EXISTING REPORT ee eee eese eee eee e 8 8 3 2 UBI NS NUES b ARREST 9 3 3 SEARCH AND ACTIVATE REPORT DDR d Eta nS Sever WU aa PMID 10 3 4 ECOT THE SY I DS DEDI M USA E DE DD M EAE 10 CHAPTER 4 EDIT AND GENERATE EXISTING REPORT SETTINGS ccce ee eee eee eee 11 4 EDIT KEPORT SETTINGS 11 4 2
21. d field using the left mouse button and drag while holding to the Details line in the Areas toolbar located in the left hand side of the screen After releasing the mouse button a new group will be created in the report Creating and Editing Text Object Creating new Text Objects Type the desired wording in the Text Object writing window After typing the desired wording click the icon A and drag it to the desired location within the data area When the mouse button is released the Text Object will be placed in the desired location Editing existing Text Objects In order to edit a Text Object make sure that the Text Object is focused Click the Text Object using the left mouse button until its border is displayed as a dotted blue line The content of the Text Object appears in the Text Object writing window RiT Technologies Ltd 13 Report Center User Manual 4 4 The Text Object is now focused and it is possible to perform one of the following editing actions Font Arial Enables you to select font type for the Text Object l Size E Enables you to set the font size If the font is made significantly larger it is important to remember to increase the size of the text box in the data area accordingly Enables you to accentuate the font in the Text Object d Enables you to italicize the font in the Text Object Enables you to underline the font the Text Object Enab
22. e This filter list contains all catalog names as they appear in PVAE Filters devices by class name This filter list List contains all class names as they appear in PVAE Connectivity Filters devices links by the connectivity zone Text Zone to which they belong Device Name Filters device by name text Functional Type Filters devices by functional type e g Panel fee Switch P Address Filters devices by IP address or any part of it Link Status Filters ports that are part of a certain type of List link full link incomplete link etc see Appendix A Link Status Applicable Options Link Update Filters for links according to their last update Date or Time time list Link Contain Filters only links that contain a specific catalog List Catalog item Links Contain Filters only links that contain specific items List Functional type according to their functional type Location Filter for items which are located in certain List location Location Filters items which are located in certain types List of locations e g search for all items located in a Rack Category MAC Address Filters terminal equipment from a full or partial Text MAC address Port ID Filters ports by ID Text Port Type Filters back or front panel s ports Text PV Supported Filters managed or non managed items Yes No RiT Technologies Ltd 43 Report Center User Manual Filter Name Description Type Comments PVMAX Pare
23. e _ dh cob Select 2 lel Figure 18 Report Details Screen Click the schedule and warning icon to open a window where you can define periodic scheduling or warnings RiT Technologies Ltd 29 Report Center User Manual Report Scheduling Web Page Dialog Frequency Start Date Condition Execute when there are at least UNUS CO Email Printer Network Folder Exported Reports To Subject Body Export to format Figure 19 Setting Design Window 11 1 Periodic Scheduling Setting Warning frequency determines the frequency in which the report is sent B Operation begin date this box contains a calendar to which the user may set the relevant date and precise time for the report arrival B Operation conditions f you check this box you will be required to enter a number to schedule the report The number of records must be equal or greater than the requested number B Destination You can select the way that the form is delivered For example through a network directory by e mail printer or Exported Reports directory If you select the printer option the enterprise printer name must be approved and listed as an option The entire report or selected pages can be printed To finish click OK RiT Technologies Ltd 30 Report Center User Manual Report Scheduling Web Page Dialog Frequency Once v Star
24. een located Important The calculation field displays a numerical calculation as per allows you to set the date and number fields within the report RiT Technologies Ltd 14 Report Center User Manual 4 5 Graphic Design EJ allows you to add a horizontal or vertical line In order to add a line click the appropriate icon and drag it to the data area while holding down the left mouse button After releasing the button the line will be displayed where chosen in the data area Extending or widening a line point to the line with the mouse pointer hold down the Shift key and while holding down the left mouse button drag the line to the right or down accordingly In order to shorten or narrow a line perform the same action but the direction of the drag will now be to the left or up accordingly 4 5 1 Functions The Dynamic Reports Center allows you to edit existing functions or to create new ones To view the editing window click the icon Text Header Report Header Page Header Group Header shipment_id Details Group Footer shipment_id Report Footer The formula screen consists of three main parts Font Arial Size Formula Editor El Functions Arrays Date and Time Date Ranges E 2 Math Abs X Atn X GroupName Grand Total Figure 7 Function Creation Screen See the following screen Summary summa
25. efault Reports n mig faja 10772 10773 1 02 DEF003 04 05 06 07 08 09 DEF010 DEFO11 DEF012 DEF013 UNIOO1 UNI002 link testss Connecting HW Detailed test 1 Connecting HW Detailed Connecting HW Tabular w Totals Connecting HW Tabular Links Horizontal Links Vertical Panel Utilization Switch Utilization Tasks Histogram Terminal Equipment Detailed Terminal Equipment Tabular w Totals Terminal Equipment Tabular Work Order Tasks Detailed Work Order Tasks Tabular Inventory Template WorkOrder Template Records 1 17 of 17 link testss Connecting HW Detailed test 1 Connecting HW Detailed Connecting HW Tabular w Totals Connecting HW Tabular Links Horizontal Links Vertical Panel Utilization Switch Utilization Tasks Histogram Terminal Equipment Detailed Terminal Equipment Tabular w Totals Terminal Equipment Tabular Work Order Tasks Detailed Work Order Tasks Tabular Inventory Template WorkOrder Template Figure 2 Report Center Main Screen 2 2 Error Report If you receive a failure error message warning of a particular failure in the system contact your PVAE system administrator or a representative RiT Technologies Ltd OF Se 4 6 12 07 22 00 2412 07 15 34 25 9 07 17
26. en and the report screen The email report screen is displayed below Export By E Mail Web Page Dialog Email Address subject O Export to format Figure 17 E mail Report Screen At the top of the screen the email addresses can be selected from a list that includes all users in the Report Center Email addresses may also be entered manually and added to the list of addressees by clicking the add button The requested file format can then be selected from the Export to Format field RiT Technologies Ltd 28 Report Center User Manual Chapter 11 Periodic Report Scheduling and Activating Warnings Reports can be periodically scheduled and warnings can be set by clicking the scheduling and warning icon 14 on the toolbar at the top of the Report Details screen idanb None E All Reports fs My Reports ip Personal Reports ders li lBuU uQ4 Qu LY Exported Reports Sort Field 1 Location Z Direction ascending s 5 Reports for Mobile X Sort Field 2 Functional Type Direction ascending e Report Templates CD Default Reports Filter Name From Value To Value Adapter Name Contain e gt Adapter Type Contain P Catalog Select WG Class Select db Contain e gt Functional Type poulet ya Functional Type panel 5 Link Status Select e tinks Contain 2 ives Select zje Location ap
27. enter User Manual After selecting a particular user report you can update report headers and filter values To permanently save these settings in a new user report you Ll must click save on the toolbar If the update is successful the system displays the message report save succeeded If you update the system report settings and attempt to save them the system provides the option to save a new user report with these settings The system displays the Save As screen and prompts you to input the new Report Description field If the new user report was saved successfully the new user report is added to the system and the message report save succeeded appears RiT Technologies Ltd 24 Report Center User Manual Chapter 7 Delete Report After logging into the system Chapter 2 the following main Report Center screen is displayed idanb None X OF B O Al Reports Records 1 17 of 17 My Reports ee Personal Reports 10772 link testss link testss 6 12 07 22 00 6 Exported Reports 10773 Connecting HW Detailed test 1 Connecting HW Detailed test 1 24 12 07 15 34 5 Scheduled Reports u 1 Connecting HW Detailed Connecting HW Detailed 25 9 07 17 26 Reports for Mobile g 2 Connecting HW Tabular w Totals Connecting HW Tabular w Totals 24 9 07 12 21 Report Templates 7 DEF003 Connecting HW Tabular Connect
28. enter User Manual Chapter 14 Troubleshooting User Privileges Error If you receive the following error message when granting user privileges to access the Report Center it could be due to the setup being run from the CD DVD To correct copy the contents of the installation disk to your hard drive and run the setup again Membership Description CI System Administrator Microsoft Internet Unable to add user graup to Ehe Report Center the connection to Report Center is not valid Please check Report Center connection RiT Technologies Ltd 45 Report Center User Manual Appendix B Link Status Applicable Options Definition Full Link set of links between outlet and a switch port including all panels in between Extension port extension port is a port on an IP Telephone device that enables connecting another PC to the network Applicable options for link status are Full Link with Terminal Equipment e Example a PC that is connected to an outlet and to a panel and to a switch iy Module 1 Switch Panel Outlets Panel 02 Ip Phone 1122 PC Main Port 09 Port 09 Port 09 Port O1 Port 01 Port 01 Full Link without Terminal Equipment and free Extension port e Example switch that is connected to a panel and to an outlet with an IP Telephone device connected to the outlet gt r r Module 1 Switch Panel Outlets Panel 02 Ip 1122 Por
29. g existing reports Exports report data to various file formats Excel Word PDF etc Sends reports by e mail Periodic scheduling of report sending and receiving Report load and queue management Fast print from Report Center server directly to enterprise printer Quick scrolling among report pages using caching mechanism Presents additional plates different types of documents links to others etc RiT Technologies Ltd Report Center User Manual Chapter 2 Logging into the System 2 1 Logging into the System The Report Center is accessed via the PVAE application E 4 Microsoft Internet Explorer x T Pat 9 PLET o Refresh Logout Report Center Location 22888 ged ent C Location Americas e Asia Pacific C3 No Location e EMEA Switch 48 Info Date Time Event Code Event Category 12 24 2007 15 49 User Logged In License aD 12 24 2007 15 24 User Logged In License NL NN Search For Figure 1 system login screen To access the Report Center click the Reports button on the main PV4E toolbar From the drop down menu select Report Center Report Center The following Reports Center screen opens RiT Technologies Ltd Report Center User Manual idanb None E All Reports fs My Reports Personal Reports 6 Exported Reports Scheduled Reports K Reports for Mobile L Report Templates C D
30. ing HW Tabular 25 9 07 18 19 L Default Reports g 04 Links Horizontal Links Horizontal 4 12 07 18 20 25 05 Links Vertical Links Vertical 25 9 07 10 30 vero Panel Utilization Panel Utilization 24 9 07 18 27 DEF007 Switch Utilization Switch Utilization 24 9 07 18 08 8 amp 3 ptroos Tasks Histogram Tasks Histogram 9 5 07 19 03 g DEF009 Terminal Equipment Detailed Terminal Equipment Detailed 25 9 07 17 43 6 0 Equipment Tabularw Terminal Equipment Tabular w Totals 2419 07 16 24 11 Terminal Equipment Tabular Terminal Equipment Tabular 23 9 07 18 49 DEF012 Work Order Tasks Detailed Work Order Tasks Detailed 25 9 07 16 51 DEFM3 Work Order Tasks Tabular Work Order Tasks Tabular 25 9 07 17 16 DL UNIOO1 Inventory Template Inventory Template 6 5 07 17 48 vunioo2 WorkOrder Template WorkOrder Template 6 5 07 17 48 T Figure 16 Main System Screen A list of the selected reports in the present directory are displayed in the center of the screen To delete a report mark the checkbox to the left E After checking the reports to be deleted click the Delete Report icon the toolbar The system prompts you for final approval for this request and then deletes the requested reports Note only user reports in My Reports directory can be deleted System reports cannot be deleted RiT Technologies L
31. lect a value from the list highlight the checkbox right of the relevant record After selecting the values click select The window closes and the selected values appears on the filter field A toolbar with additional search options is located above the value table Skip pages on the left of the toolbar is a combined box that enables you to viewi the number of pages in the table and moving from page to page every page displays a maximum of 15 values determined by the system manager Filter clickes the filter value to search for a specific value in one of the table columns To delete Filter values click the eraser icon at the left of the filter field 9 RiT Technologies Ltd 19 Report Center User Manual Report sorting fields if the system manager defined sorting fields in the report settings screen another item can be added displaying the sorting fields determined and the required sorting order ascending or descending click the plus sign at the right of the field to select the field again A different sorting order may be selected for each field rr BABB No Code 10445 Name Description Ownership Master e Header First Footer Main Title Second Footer r 272900 X sort rieiaz select Direction Figure 11 Report Sorting Fields 4 7 Generating the Report and Advanced Properties After report updates are updated saving is not mandatory it can be
32. les you to justify the wording to the right the left or to the center by clicking the appropriate icon Changing the wording Retype the wording in the Text Object writing window Adding and Editing Summation Fields The Dynamic Reports Field contains a list of built in arithmetic functions that enable fast and easy summation of each numerical field The list of built in arithmetic fields contains the following functions SUM adds up all of the values displayed in a selected field B COUNT counts all of the values displayed in a selected field B AVG calculates the average of all the values displayed in a selected field MIN displays the minimal value out of all the values displayed in a selected field Adding a summation field is performed according to the following steps l In order to create a calculation field drag the numeric field from the list of fields appearing on the right hand side of the screen to the relevant place within the data area For example if the reference is to a calculation field for a group the field must be placed in the bottom line of the group footer 2 Click on the field using the left mouse button so that it becomes bold 3 Click the arrow adjacent to the summary window and select one of the functions appearing in the display list The focused field will become a calculation field and is displayed including the sum of all the column values according to the group to which it has b
33. lude every item and link stored in the PVAE database Work Order template allows you to create reports for Work Orders in PV4E Each template includes its own filters Filter Types There are several types of filters Text allows you to filter by entering free text Using the contains drop down allows filtering by any part of the field text start with end with contains equal to m List filters of this type include a list of options to choose from The list can include information taken from the database such as Catalog name or it can include a predefined list such as port type Boolean filter Yes No Date allows you to filter by choosing date range of dates or use predefined date filters such as yesterday current month last month Etc Basic Filter Skills Use the following when working with filters I con Used when Choosing from a list di Adding a filter item AX Removing a filter item EP Clearing the filter selection Copying date to next field RiT Technologies Ltd 42 Report Center User Manual Filters in Inventory Template Filter Name Description Type Comments Adapter Name There are several types of adapters in PV4E Text for example NIC Modem etc This filter allows you to filter adapters by name Adapter Type Filter adapters by type e g NIC KVM Tet Catalog Name Filters for specific items according to their List catalog nam
34. modified 2 Headers all headings on the generated report header main heading and two lower headings These fields can be updated before generating the report 3 Sort fields list of fields that determine the order of report record sorting 4 Report Design the Dynamic Reports Center allows styling of the report detailed in depth in the Report Styling section 5 Filters list of fields that filter the original report population These fields can be updated before generating the report 6 Generate report and perform advanced actions using the toolbar Fields that cannot be modified are set on a grey background Mandatory fields where you must enter a value are set on a yellow background 4 2 Report Design It is recommended that you use the inventory or Work Order template to design a report The report s initial settings are defined by the system administrator Entering the design screen is possible only for a report that is defined as editable RiT Technologies Ltd 11 Report Center User Manual You can perform the following actions in the Report Design screen Add new fields Edit existing fields Create complex functions Edit and add notes Change field location Add vertical and horizontal lines m Add summaries to existing fields After clicking the Report Styling tool bar the Dynamic Reports screen is displayed Text Font Size Summary Summ
35. nt Filters PVMax devices by their parent PVMax List Type device PVMAX Status Filters active or non active PVMax devices Rack Indicator Filters Rack Indicator device by name Name Show Devices Filters terminal equipment that is part of a link List with links or without links Terminal Equipment is considered part of a link if it has a port which is connected Filters devices by network subnet Filters devices by vendor Filters in Work Order Template Reserved Filters for new reserved or free Rack spaces Yes No RACK Filter Name Description Type Comments Assigned to Filters the name of the person the Work List The list includes all the Order s is assigned to users in the system Closed By Filters the name of the person who List The list includes all the closed the Work Order s users in the system Closed Date Filters Work Orders by closing date Created By Filters the name of the person who List The list includes all the created the Work Order s users in the system Creation Date Filters Work Orders by creation date Priority Filters Work Orders by priority List List of priorities as appears in PVAE database Fres Tesk namber Fiters Work order tasks by number Tet _ Task status Work ordertasks by status Ut _ Task Type Work by type WO ID Filters Work Orders by any part of its ID RiT Technologies Ltd 44 Report C
36. ord ending with the words characters entered into the text box are included in the report results RiT Technologies Ltd 17 Report Center User Manual 3 Every record that includes the words characters entered into the text box are included in the report results 4 Equal to records identical to the words characters entered into the text box are included in the report results To enter a date time type value click the calendar icon to the left of the filter field 8 or the filter field itself A calendar window opens that enables you to select a date and time Sun Mon Tue Wed Thu Sat 1 2 3 4 5 6 T B 10 11 12 13 14 15 16 17 18 19 20 21 23 24 25 28 27 29 30 3 Cancel Figure 9 Calendar Filter After a date is selected the calendar closes and the date and time values appear in the filter field To enter a value several values from a list click the list icon left of the filter field 8 or the filter field itself A window with a list appears from which values can be selected RiT Technologies Ltd 18 Report Center User Manual Search Table Web Dialog E E X Select only one record E wA No Location Site 01 Temp Figure 10 Filter Screen With List Of Values If only one value is selected from the list a notification message appears at the top of the table If not an unlimited number of values may be selected To se
37. ports There are two main report templates in the report center Inventory template allows you to create report on every item and link stored in the PVAE database Work Order template allows you to create report for Work Orders created in PVAE Each template includes its own mapped fields which correlate to the PVAE database fields I nventory Template The inventory template contains several logical databases Each database has its own fields as follows Devices every item stored in PV4E Adapters any type of adapter that can be installed in a Terminal Equipment such as NIC SCSI etc Ports any port in PVAE such as switch port panel from and back port outlet ports etc Connectivity Zone connectivity zones as defined in PVAE Connectivity Zones are a group of panels which are used by the automated provisioning module Links any part of link between switch panel outlet etc Note Link information is updated periodically When executing a report it displays link information updated since last update was performed You can however initiate an update manually Devices Filed Description Type Can be Filtered Catalog Name The catalog name of devices Yes Class The Class to which devices belong in the String Yes catalog CPU The CPU speed of the terminal equipment Flat No Description Description of the device taken from the Sting No RiT Technologies Ltd
38. ry 2 gt lt LY el i I 1 The toolbar located in the upper part of the screen and displays the tools available to you when handling the function see arrow number 1 Fig 8 2 The functions toolbar located in the left hand side of the screen and shows a file tree that includes all of the functions available to you in order to write the function see arrow number 2 Fig 8 3 The editing area located in the center of the screen and is used to write the function code see arrow number 3 Fig 8 RiT Technologies Ltd 15 Report Center User Manual Formula Editor Forum New Functions aj E Arrays 1 amp tate and rime f B I Date Ranges BE Math Abs X Atn X Figure 8 Function Creation Screen To Edit an existing function click the arrow in the formula menu in the toolbar see arrow number 4 Fig 8 and select the relevant function from the list of functions that appears This list includes all the functions existing in the report After selecting the function the function code is displayed in the editing area Create a new function make sure that the formula window displays NEW default setting Type the name of the new function in the Name window Now turn to the editing area and enter the code for the function When entering the function editing window the following actions can be taken
39. t 09 Port 09 Port 09 Port 01 Port 01 Port 01 Full Link without Terminal Equipment e Example a switch port that is connected to a panel and to an outlet Module 1 Switch Panel Outlets Panel Outlet 02 Port 09 Port 09 Port 09 Port 01 Port 01 Full Link with Terminal Equipment and free Extension port e For future use Terminal Equipment without a full link e Example PC that is connected to outlet and to a panel but is not connected to a switch B HE B B gt F F ERE B m 1 Switch Panel Outlets Panel 02 Ip 1122 PC Main Port 09 Pork 09 Port 01 Port O1 Port 01 odu Port 09 RiT Technologies Ltd 46 Report Center User Manual Incomplete full link without Terminal Equipment e Example patch cord connected between two panels but not connected to a switch and no pc connected to the outlet Switch Panel Outlets Panel Outlet 02 YWehoneN 122 Mai Port 09 Part 09 Part 01 Port O1 Port 01 e Example patch cord connected between two panels but not Switch Panel Outlets Panel Ip P Port 09 Port 09 el art 01 Incomplete full link Without Terminal Equipment and free Extension port e Example Example Telephone device connected to an outlet and to a panel but not to a switch Switch Panel Outlets Panel 02 Ip 1122 odule Port 09 Port 09 Port 09 Port O1 Port O1 Example
40. t Date Condition Execute when there are at least Destination Reports Printer NONE Pages Number of copies 1 Save Cancel Figure 20 Receive Report Through Printer Option If you want to receive the report through a network directory the type of format and directory path for the report must be selected RiT Technologies Ltd 31 Report Center User Manual Report Scheduling Web Page Dialog Frequency Once Start Date ER Condition Execute when there are at least Destination format Folder Path Save Cancel Figure 21 Receive Report Through Network Directory Option If you want to export a report by email you must enter the relevant e mail addresse s in the window You can enter a new address or select one that is already in the user s address book Enter the subject of the report on the subect line you can write the contents of the report in the box beneath To complete the action select the report export format Click OK and save RiT Technologies Ltd 32 Report Center User Manual E Re part Scheduling Web Page Dialog Daily vi 11 05 12 1 2 200 Execute when there are at least Destination i Export By E Mail Web Page Dialog Subject Email Address Body Export to format Subject Export to format E
41. t explanation is available that explains the manner of operation for each function To view these explanations point to the function name and click the left mouse button Using Filters Filter fields may be of a number of types Text enables you to input an entire string of characters for precise or close search Numeric field enables you to input digits only Date time enables you to select relevant date time using a calendar Integrated box enables you to select a single value B List of values enables you to select single value of several values from the list The system manager can define each of the filter field in the following manner m Single value this filter may only be used once B Several values this filter may be used without limit with different values m Value range several value ranges may be selected to filter a particular field by defining the lower and upper level in each value range m Additional filter fields can be added by clicking the I icon to the right of the relevant filter Furthermore filter fields can be cancelled and erased using the X icon right of the relevant filter To input a text value type the relevant words characters in the text box A filter field with four options is located to the left of the text box 1 Begins with only a record beginning with the words characters entered into the text box are included in the report results 2 Ends in only a rec
42. td 25 Report Center User Manual Chapter 8 Export Report Data Report data can be exported to various file formats using the toolbar at the top of the Report Settings screen and the report screen The exportable formats are determined by the properties of the Crystal version used by the customer Popular current formats include Excel Word RTF PDF HTML After you click the icon for a particular format the system immediately begins the exporting process The resulting file may be viewed in the selected format or downloaded into the Exported Reports sub directory within My Reports directory RiT Technologies Ltd 26 Report Center User Manual Chapter 9 Print Report To print the report click the Print icon on the toolbar at the top of the Report Settings screen and the report screen The print screen is displayed After selecting the Enterprise Printer option Report Center performs a quick print on the enterprise printer recommended for enterprise users printing a large number of pages If Local Print is selected the user s computer prints the report on a printer directly connected to it RiT Technologies Ltd 27 Report Center User Manual Chapter 10 E mail Report I MPORTANT NOTE When sending a report via email the sender s email account details must be defined in the PVAE software A report can be emailed by clicking the email Report icon E on the toolbar at the top of the Report Settings scre
43. vant if String the port belongs to terminal equipment such as a station with NIC installed on the port IP phone etc Link status Whether this port is part of full link See String Appendix A Link Status applicable options MAC Address The MAC Address of the port This is relevant String if the port belongs to terminal equipment such as station with NIC installed on that port IP phone etc Subnet The subnet of the port This is relevant if the String port belongs to terminal equipment such as station with NIC installed on that port IP phone etc Subnet Mask The subnet mask of the port This is relevant in case the port belongs to terminal equipment such as station with NIC installed on that port IP phone etc Connectivity Zone Field Description Can be Filtered Conn Zone The description of the Connectivity Desc Zone which is used by the automated provisioning module Connectivity The name of the Connectivity Zone Zone which is used by the automated provisioning module RiT Technologies Ltd 39 Report Center User Manual Links Field Description Type Can be Link ID The internal DB ID of the link All the String ports that belong to this link should have the same link ID value Filtered Link Order The order in which items appear ina Integer link Link Update Time The last time that the link information Date Yes was updated time Work Order Template
44. xcel _ 3 Figure 22 Receive Report By E Mail Option If you select the exported reports option you must select the report export format RiT Technologies Ltd 33 Report Center User Manual Report Scheduling Web Page Dialog Frequency Daly Start Date 11 05 1271 2 1 Condition Execute when there are at least Email Printer Destination Export to format Cancel Figure 23 Receive Report Through Exported Reports Option 11 2 Report Warning Settings The settings screen includes a report warning option activated by checking the perform only if number of records is at least box This refers to activating a condition that sends the report to the user only if it is fulfilled RiT Technologies Ltd 34 Report Center User Manual Report Scheduling Web Page Dialog Frequency Daly Start Date Condition Execute when there are at least i F Destination Email Printer Network Folder 9 Exported Export to format Cancel Figure 24 Operate Warning Box Complete the following boxes according to the above See Periodic scheduling setting RiT Technologies Ltd Report Center User Manual Chapter 12 Mapped Fields Mapped fields are PVAE database fields that are mapped into the reporting module to allow you to create re
45. ystem the main screen only displays the system reports you are permitted to view as well as all previously defined user reports Select Directory On the right hand side of the screen is a hierarchic tree of report directories Click the directory name to display the reports files in this directory on the main screen as well as open the list of sub directories within the present directory Click the relevant directory icon to open and close the list of related sub directories To search for a particular report select the directory in which it is filed If you do not know the name of the directory click the directory named All Reports this is how Report Center opens after automatically logging into the system to display a list of all reports in all directories The first sub directory of the All Reports directory is called My Reports Reports E My Reports Personal Reports Exported Reports Scheduled Reports 3 Reports for Mobile Report Templates Default Reports Figure 4 My Reports directory Each user has their own My Reports directory that contains all their personal reports and monitors all activities carried out by the user on their reports divided into the following sub directories Personal Reports lists all user reports generated by user B Exported reports lists all export activities of reports made by the user or ordered by a user into a variety of file formats including report number
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