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ESKORT Designer User Guide for Clearance

1. eessesessssssssssesseeseeee nenne nnne enne 5 DAD ibooktmne and UmOoGkKIBE oiii aoo Sob Eee d JORDE ERE apa 6 2413 nsertume Clete AUS cast 42 sssssacat SEER SENERE Co LA ai SERBERE EGEDE Mai coh ona Does uetnide a 6 2 4 4 Copying and Moving Elements ccccccccecccccsscceesssssseseeeeceeceeccccsseeceescsesesseeeeeens 7 DAS JSemovns Eleme MS es 23 sail SA einen SL SD be ttd ipM LE Ree ek eden tette dta Les 9 ZANO WKC ODY d SNERRE ENE EETE EET REESE EEN EET ERE Er ERE H 9 2d SARC WSIS yess isc SER n acta REE dto so caduto EEN TE uta EN FJER En 10 2 4 8 Saving and Loading Revisions eese eee nnn nh nn nennen nnns 10 pM EDS oe CE C RISE 11 2 4 10 DID US eneen E EET EET EET cente FRE ERE 12 2 4 11 FCI OLS TR P 13 2 4 12 SOAR MING scceraitisctevopates aicte dots Heiden Pita uda o ENN du D PESCE wy ee Last DIS ae Daae 13 2 4 13 SONNE 25 Meme 15 2 4 14 Verity DOCUIMEMIS cuoco attesa Me Ehe a a LS aha P ne Rudd 15 2 4 15 ig KE MEDER ORE SES ERE oleae 16 2 5 Tre L dOr T ONE sen ad ste tater AES io is Eo toes E on TM LTD teca Mae ete 16 icdk Application Designer UserGuide 1 v1 0 2010 05 05 ii ii Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction 1 Overview This document introduces the ESKORT Designer
2. KnowledgeBase The plug ins available for the KnowledgeBase element are Report Generic Creates an HTML report of the areas and rules in a knowledge base The user specifies the exact content of this report Refer to ESKORT Designer Section III Introduction to Knowledge Engineering for more information about generic reports for knowledge bases Report Cross Reference Creates an HTML report of cross reference information on the rules and use of members in the rules Refer to ESKORT Designer Section III Introduction to Knowledge Engineering for more information about generic reports for cross references Verify Document Checks the entire knowledge base with respect to formalization syntax and validity of parameters and cube and member references Only rules in the state Ready for production are checked Refer to section 2 4 14 for more information of document verification icdk Application Designer UserGuide 1 v1 0 2010 05 05 17 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Verify Document All Checks the entire knowledge base with respect to formalization syntax and validity of parameters and cube and member references All rules in the state Ready for production or Ready for test are checked Refer to section 2 4 14 for more information of document verification Area
3. The plug ins available for the Area element are Notepad Creates an XML extract of the knowledge base and shows it in notepad The extract contains the current area together with the child areas and rules belonging to this area Note The content of this XML extract is intended for use by experienced knowledge engineers and should not be used by the normal user Report Creates an HTML report of the current area together with the child areas and rules belonging to this area Report No Formalization Creates an HTML report of the current area together with the child areas and rules belonging to this area This report contains no formalization Export for Test Analysis Creates an extract knowledge base file XML file containing the current area together with the child areas and rules belonging to this area This file can be used for testing only the rules within the current area in the Analysis Server Refer to ESKORT Designer Section V Defining and Releasing Tasks for more information about test analysis functionality Rule The plug ins available for the Rule element are Notepad Creates an XML extract of the knowledge base and shows it in notepad The extract contains the current rule Note The content of this XML extract is intended for use by experienced knowledge engineers and should not be used by the normal user Rule Templates Shows a HTML file that contains templates for typical rule formalizat
4. Description description describing the knowledge base e Environment environment context of the knowledge base e Ftc The specification of valid child elements and attributes for each element type allowed in a document is referred to as a Document Schema or a Document Contents Definition Simple examples of hierarchically structured information include a purchase order with order lines a project plan with activities and sub activities an address book with address and telephone information for groups such as companies and persons icdk Application Designer UserGuide 1 v1 0 2010 05 05 2 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Typically ESKORT Designer is configured to edit documents compliant with a specific document schema This means that ESKORT Designer can ensure that the edited document is always valid and more importantly support the user in creating a valid document ESKORT Designer supports editing structured information in documents These documents are made up of elements Elements can have child elements Elements have attributes that contain the actual information The basic ESKORT Designer interface has two main panes e The Structure Pane the left part of the interface which presents the structure of the document and allows elements to be created deleted or moved around e The
5. Editor Pane the right part of the interface which represents the attributes of the current element in the Structure Pane R ESKORT Designer Workspace Main Knowledge Bases IRS Clearance Knowledgebase eg File Edit Help Gr El ard Workspace Name IRS Clearance Knowledgebase xt Environments IAS Clearance Knowledgebase 7 Knowledge Bases Description ff IRS Clearance Knowledgebase LOCKED EnvironmertFile Knowledgebase Configuration The knowledge base handles both SAD and Manifest declarations This is the knowledge base that is used by the ESKORT Analysis for analvsis of clearance declarations F The differentiation between these two types of declaration rs done in the rule DetermineAnalpsish oute detailed description of SAD analysis is Found in the Sad area detailed description of Manifest analysis is found in the Manifest 19 05 2006 11 21 17 root sml check out newest revision 1 010 19 05 2006 11 21 20 basebaseQ001 ML check out newest revision 1 002 Messages Find Error Observation Profile Debug It should be noted that the above is a little simplified In some configurations the structure pane provides additional views on the document and similarly the editor pane can be configured to present information from other parts of the document typically from the child elements of the current element 2 2 1 The Message Pane The ESKOR
6. Environments Knowledge Bases Taxpayer Lists and Tasks 2 2 Using ESKORT Designer to Edit Structured Information Basically the ESKORT Designer supports editing of Documents representing hierarchically structured information One such example of a hierarchically structured document is a knowledge base with knowledge rules A document is made up of one or more Elements which are used to represent the structure in the document In the Knowledge Base example the document would be made up of elements such as KnowledgeBase KnowledgeRule Author etc The types of elements in the document KnowledgeBase KnowledgeRule Author are referred to as Element Types In general an element can have subordinate elements referred to as Child Elements which again can have other subordinate elements thus making up the structure of the document By specifying for each element type the types of child elements that are valid the structure of the document can be precisely controlled In the Knowledge Base example KnowledgeRule elements would be valid children of KnowledgeBase elements and Author elements would be valid children of KnowledgeRule elements The actual information in the document is represented as Attributes on the elements An attribute is data stored in the element itself which can be referred to by its name In the Knowledge Base example the KnowledgeBase element would have attributes such as e Name name of the knowledge base e
7. Knowledge Bases 2 4 Demo Knowledgebase lt LOCKED gt Im i MyS econ rea XR wM data Mew Area d New Rule Mew Environment Reference Hew EnvironmentFile Hew KbIncludes Mew Configuration ue Copy Delete UnLock Notepad Report Report Ma Formalization verify Formalization Syntax 2 4 6 Work Copy Any changes you make will be kept in a so called work copy of the locked document The work copy is maintained as long as you keep the document locked Once you unlock the document the work copy will be discarded If you have made changes to the document and want to leave ESKORT Designer without unlocking the document maybe you are not yet done with implementing all changes then you should save the document first You can save your changes by using File Save Alternatively you can use the E button on the toolbar If you forgot to save your changes in the work copy while exiting the ESKORT Designer the system will prompt you whether or not you want to save icdk Application Designer UserGuide 1 v1 0 2010 05 05 9 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Save file E3 I Save changes 2 4 7 Revisions Every document in the ESKORT Designer has one or more revisions The document currently loaded is called the current revision This current revision is not necessarily th
8. ESKORT Designer for Clearance User Guide Section I Introduction icdk Application Designer UserGuide 1 v1 0 2010 05 05 Copyright 2010 Intracom IT Services Denmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction DOCUMENT Title User Guide Section I Introduction Document icdk Application Designer UserGuide 1 Date 2010 05 05 Version 1 0 Author Marco Dijkstra J rgen Rune Mortensen Staffan Anderberg Contributions by Classification Commercial in Confidence Distribution Versions 0 9 Converted to single source 1 0 Changed footer to Intracom Minor editorials Printed 16 05 12 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Table Section Introduction of Contents 1 OV GE OWN EE 1 I 1 CONYO NS don odere Er uoo ID LI ED LM CO INIM I 2 ESKORT B L1 e Pen 2 2 1 EGIT PITH STET soca assoc e d NM 2 2 2 Using ESKORT Designer to Edit Structured Information eeeeeeeeeeeeeee 2 224b Whe Messe Pales cen uvae Dru bisce taba a A 3 2 3 Configuration ATCIIVE 5 3 iate Sana dissat adea siue iesu iso e 4 2 9 4 REVISION Gra tide r RESTER REE SES RENSEDE SERENE uat oe e Na eiu EU onte Uis aEEE 4 2 4 The SIHCUITO Pane uoto i Cocos etude dena Mutuo vesc TREERE DES eda stones Suo een ieee 5 2 4 1 Working with the document structure
9. Refer to appendix A for the various report possibilities 2 4 12 Searching You can search in documents by making the document the current element and clicking the E button on the toolbar Find what R esultOutput Match case Cancel Advanced gt gt Checking Match Case indicates that the search should consider uppercase and lowercase letters as distinct To illustrate with Match Case un checked a search for rule would find occurrences of both rule and Rule With Match Case checked only occurrences of rule would be found You can also search in multiple documents by selecting the folder you want to search in or even the top of the tree aa Workspace xt Environments t Knowledge Bases Find Find what R esult output Match case o Cancel Advanced gt gt Results are presented in the Find tab in the Message Pane 5 earch for Hesult output completed 1 occurences found Result output Messages Find Error Observation Profile Debug icdk Application Designer UserGuide 1 v1 0 2010 05 05 13 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Double click the occurrence for jumping to the relevant element E Workspace Knowledgebase t Environments J Knowledge Bases f Demo Knowledgebase lt 1 001 gt ft WM data Knowledgebase lt 1 003 gt Environme
10. T Designer also has a Message Pane at the bottom where messages are displayed for the user 19 05 2006 11 21 17 raat ml check out newest revision 1 070 19 05 2006 11 21 20 base base0001 xL check out newest revision 1 002 Messages Find Eror Observation Profile Debug The message pane consists of five tabs e Message Messages and status from the ESKORT Designer will be reported in the Message tab e Find icdk Application Designer UserGuide 1 v1 0 2010 05 05 3 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction The results of a search will be reported in Find tab Double clicking a search result will jump to the relevant element See also section 2 4 12 e Error Any discrepancies from a verify process will be reported in Error tab Errors can be investigated by double clicking them See also section 2 4 14 e Observation When testing rules in the ESKORT Designer any observations created by the rules will be reported in the Observation tab See also section Error Reference source not found e Debug When testing rules in the ESKORT Designer further information will be reported in the Debug tab Note the contents of the Debug tab is intended for use by experienced knowledge engineers The details of the information will not be explained further as it 1s not readily useful for normal use
11. ame level in the hierarchy as the current element inserted below a common parent element At a Knowledge Base element e g it is possible to insert an Area as a child element or a another Knowledge Base as a sibling element ESKORT Designer will automatically determine which elements are valid to insert as child or sibling elements In some cases the same type of element is valid both as a child and as a sibling element In these cases ESKORT Designer will provide a sub menu which allows one of these alternatives to be chosen MES Workspace 97 Environments 3 Knowledge Bases c WHM data Knowledgebase sLOCKED gt EnvironmertFile rr ST URGED ew Area k nf Child h Determines TUM As Sibli 5 Sad ew Rule i Hong 1 Manifest New KbIncludes a Baca ankra UN 2 4 4 Copying and Moving Elements The current element may be copied or cut to the Windows clipboard using the Cut and Copy items in the context menu In both cases the entire structure the element and all its children will be copied The element is pasted by selecting the element after which the copied element should be inserted and selecting the appropriate Paste choice in the context menu of that element Note that one of the options will be to replace the current element by the copied element No paste choices in the context menu indicate that the current content of the clipboard does not represent an element that can be pasted in the current element icdk Appl
12. cial in Confidence ESKORT Designer User Guide Section Introduction v Verify Checks that the formalization syntax within the rule or area is correct Please refer to Reference Formalization Language in the online help for the complete syntax definition An example of the type of error reported during this verification would be the syntax errors A 55 or A2 The correct syntax would have been A 55 and if A lt 2 gt Verify Document Checks the entire document with respect to formalization s ntax y p y and validity of parameters and cube and member references Only rules in the state Ready for production are checked Verify Document All Checks the entire document with respect to formalization y p syntax and validity of parameters and cube and member references All rules in the state Ready for production or Ready for test are checked 2 4 15 Help Context sensitive Help to the element in focus can be invoked by pressing F1 The online help can also be opened by choosing Contents Index or Find in the Help menu of the main menu Choose Contents and click Getting Help for additional information on how to use the online help R ESKORT Designer Workspace Main File Edit Help Pes Contents i Index Find About ESKORT Designer pmpreenramer Eb GsAttachmentltems 2 5 he Editor Pane The editor pane displays information from th
13. e newest revision The newest revision is however the default revision being loaded when starting the ESKORT Designer I The current revision of a document is the revision that is shown in the ESKORT Designer If the current revision is not the newest revision then the revision number is displayed next to the document See the illustration below Workspace E Environments T Knowledge Bases B Demo Knowledgebase lt 1 001 gt EnvironmerntF ile b Knowledgebase x s Configuration 2 4 8 Saving and Loading Revisions i i any You can save a document in a new revision by using the 0 button on the toolbar This will effectively take your work copy store it in a new revision of the document unlock the document and discard the work copy You can load a revision of a document by making the document the current element and clicking the js button on the toolbar icdk Application Designer UserGuide 1 v1 0 2010 05 05 10 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Select object revision Revisions Labels Newest Work copy 20 02 2006 14 25 00 2 4 9 Labels You can label revisions by clicking the a button on the toolbar Label object revisions ael Revision 000 0 0 0 0 0 000 v MyFirstLabel Label MyFirstL abel Revision 1 001 Delete In the dialog s
14. e attributes of the current element as illustrated in the example below which shows the attributes of an ExtractData element Mame Datawarehouse 00000000 DSN ESKURTCleaancel22RC UID skot 0000000 Password Esker 00000000 Datasource JMD ClearanceDataSouce 0 When the document is locked the attributes can be edited using the displayed controls text boxes checkboxes combo boxes etc icdk Application Designer UserGuide 1 v1 0 2010 05 05 16 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Appendix A Plug Ins This appendix lists the plug ins available for an element Environment The plug ins available for the Environment element are Verify Document Checks the entire environment for validation with of parameters and cube and member references Refer to section 2 4 14 for more information of document verification Report Generic Creates an HTML report of the cubes dimensions parameters and extract definitions in the environment The user specifies the exact content of this report Refer to ESKORT Designer Section II Introduction to Environments for more information about generic reports for environments and to ESKORT Designer Section III Introduction to Knowledge Engineering for more information about generic reports for knowledge bases
15. elect the revision that you want to label enter a label in the Label edit box and click the Add button You may add multiple labels to the same revision Once you have labeled revisions you can load them through their label instead of their revision number icdk Application Designer UserGuide 1 v1 0 2010 05 05 11 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Select object revision Revisions Labels 2 4 10 Plug ins Some elements have been configured to support one or more plug ins such as a report The plug ins available for an element is displayed at the bottom of the context menu E Workspace t Environments Eg Knowledge Bases x o WM Mew Environment Reference New EnvironmentFile New KbIncludes New Area New Knowledge Base uk Copy Paste Delete UnLock Report Generic Report Cross Reference Verify Document verify Document All Publish Appendix A lists all available plug ins icdk Application Designer UserGuide 1 v1 0 2010 05 05 12 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction 2 4 11 Reports Many of the plug ins are report tools It allows you to create an HTML report of for examples rules in a knowledge base
16. es found Object Text Description This area encapsulates rules that look up risk object scores through parar Formalization Risk object rules assign values to Score and Weight Formalization Risk objects Formalization NOTICE IF risk object parameter is not defined the parameter lookup ret Description Risk objects for declaration types 4 B C and D Description Risk objects for declaration type E lt Messages Find Error Observation Profile Debug Other examples could be that we want to find the rules that use a specific function in their implementation Or we would like to find rules that use a specific cube member 2 4 13 Sorting Some element types support sorting of their child elements When nodes are inserted or pasted the sorting will be applied automatically However when an element is renamed e g a cube sorting does not take effect immediately A The Zt button in the toolbar allows sorting to be reapplied by the user The button is active when the selected element is a child element to an element that supports sorting of its child elements Sorting of child elements is supported for the following element types Parameters Dimensions Dimension Cubes Extract Definition and Record Table 2 4 14 Verify Documents Certain document types environments knowledge bases tasks can be verified using one of the verification buttons e g LJ on the toolbar This option verifies a number of aspects of the document
17. ication Designer UserGuide 1 v1 0 2010 05 05 7 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction We Workspace H Environments E Knowledge Bases ft Demo Knowledgebase lt LOCKED gt m MySeco New Area Fat WM data Kr Mew Rule Mew Environment Reference Mew EnvironmentFile Mew KbIncludes New Configuration Cut Copy Paste as Child Paste as Sibling Paste as Replacement Delete UnLock Notepad Report Report No Formalization Verify Forrmalization Syntax ey Workspace Environments E Knowledge Bases Demo Knowledgebase LOCKED iMySecor s wider New ares New Rule New Environment Reference New EnviranmentFile New EbIncludes New Configuration ut Copy Paste as Child Paste as Sibling Paste as Replacement Delete UnLock Notepad Report Report No Formalization Verify Formalization Syntax icdk Application Designer UserGuide 1 v1 0 2010 05 05 8 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction 3 Workspace x Environments J E Knowledge Bases A Demo Knowledgebase LOCKED MuSecond rea 2 4 5 Removing Elements The current element may be removed using the Delete item in the context menu ay Workspace t Environments J E
18. in questions e g whether all internal references can be resolved Any discrepancies will be reported in the Error tab in the Message Pane and can be investigated by double clicking them Eg LineUtPackages ES TransportD ocuments fr Cubes 1 a Or rater T kl 18 05 2006 13 21 34 Cannot verity SUL for parameter usage ManitestCounty 4 ideR andomUnNull due ta na ODBC connection 16 06 2006 13 21 34 Cannot very SUL for parameter usage SadlbemLowT oMiddle Threshold due ta na ODBC connection 16 05 2006 13 21 34 Cannot verify SQL for parameter usage S adltemMiddleT oHighThreshold due to no ODBC connection 16 05 2006 13 21 34 Cannot verify SUL for parameter usage Manifest sLowT oMiddleT hreshold due to no ODBC connection 16 05 2006 13 21 34 Cannot verfu SUL for parameter usage Manifest sMiddleT oHighT hreshold due to no ODBC connection 18 05 2006 13 21 34 Error 1 4 LLV W0014 WARNING No keps Far target cubes are specified 16 05 2006 13 21 34 Eror 1 4 LLV W0014 WARNING No keps for target cubes are specified 18 05 2006 13 21 34 1 T ALEVAVwvIDUT 4 WARNING No keps for target cubes are specified 16 05 2006 13 21 51 envsenv0001 ML Saved workfile 18 06 2006 13 21 51 envsenv0001 ML check in new revision 1 0065 Messages Find Error Observation Profile Debug icdk Application Designer UserGuide 1 v1 0 2010 05 05 15 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commer
19. ine where each line corresponds to an element and child elements are shown indented relative to their parent elements You can control whether child elements are shown or not by clicking on the plus and minus symbols eS Workspace J E Environments Data Sources Reference Data Services e Tag Types Cube Definition Parameter T ables S Libraries Extract Data t Extract Definition t Client System Facade T T Knowledge Bases e WHM data Knowledgebase EnvironmentFile xd Knowledgebase Configuration e Demo Knowledgebase The above shows an expanded Environment document Demo Environment showing the child elements it contains The element is referred to as the Current Element You can change which element is current by clicking on the element you want to be current or by moving around with the arrow keys If you want to expand the entire outline click the button on the toolbar You can collapse the outline by clicking the button on the toolbar 2 4 1 Working with the document structure Work with the document structure is accomplished by activating the context menu on an element by right clicking it as illustrated in the following sample icdk Application Designer UserGuide 1 v1 0 2010 05 05 5 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction E Em Knowledg Mew Environmen
20. ions These can be copied and pasted into the rule formalization as a help when formalising the rules icdk Application Designer UserGuide 1 v1 0 2010 05 05 18 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction e Report Creates an HTML report of the current rule e Report No Formalization Creates an HTML report of the current rule This report contains no formalization e Verify Formalization Syntax Verifies that the formalization of the rule is syntactically correct Refer to section 2 4 14 for more information of verification icdk Application Designer UserGuide 1 v1 0 2010 05 05 19 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence
21. ntFile Farmalizatian 5 earch for Result Output completed 1 occurences found Object Text Name Result output If you only want to search in specific elements then click the Advanced button on the Find dialog uncheck the search in all objects checkbox and check the elements you want to search in See example below Find Find what Result output Match case Cancel Advanced lt lt Iw Search in all objects Search in Joined Extract L Taxpayer List Source C Formalization Reason urpue L InveskActian AuditorSkill n example of searching could be that we are interested in finding all rules in a knowledge base that have status under construction To do so make the knowledge base the current element and click the search H button on the toolbar Type in under construction in the search dialog Find Match case Cancel Advanced gt gt icdk Application Designer UserGuide 1 v1 0 2010 05 05 14 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction In the Search tab in the message pane the result together with number of occurrences can be seen The search can therefore also be used to count the number of rules that have status under construction and of course also ready for production earch for Risk Object completed 14 occurenc
22. rs 2 3 Configuration Archive The Configuration Archive contains the configuration documents used by ESKORT Clearance The key document types managed in the Configuration Archive are e Knowledge Bases e Knowledge Base environments For information of the contents of these documents refer to the other sections IL IIL IV and V of this User Guide Of each document type multiple instances can be created To illustrate users could create multiple knowledge bases which are instances of the same document type Knowledge Bases Fo Knowledge Bases NE B Demo Knowledge B ase E WHM data Knowledge Base 2 3 1 Revisions Typically each document type instance e g a knowledge base will have multiple revisions Any time a specific document is saved permanently a new revision is being created CI Revisions are versions of the same document type instance For instance a specific knowledge base will typically have multiple revisions with one revision being the current icdk Application Designer UserGuide 1 v1 0 2010 05 05 4 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction Revision Created 09 08 2002 10 18 04 09 2002 10 29 04 09 2002 10 28 30 09 2002 13 03 30 09 2002 13 03 2 4 The Structure Pane The structure pane represents the structure of the document by showing the elements in an outl
23. t Copy 2 4 2 Locking and Unlocking Before being able to work with a document the document must be locked This prohibits other users from editing the document at the same time a Workspace G Environments J E Knowledge Bases _ e M dala EE rer Mew Knowledge Base i ub Copy Delete Lack Release Report Generic Report Cross Reference Verify Document Verify Document AIT Publish A locked document can be recognized by the word lt LOCKED gt which appears next to the locked document Also a locked document is editable which implies that the fields in the Editor pane are enabled e WHM data Knowledgebase lt sLOCKE D gt EnvironmertFile Knowledgebase Configuration Instead of using the context menu you may lock a document by clicking on the m icon in the toolbar Unlocking can be done similarly using the context menu or the PY icon in the toolbar 2 4 3 Inserting elements The top most section of the context menu presents the elements that can be inserted after the current element as child or sibling elements icdk Application Designer UserGuide 1 v1 0 2010 05 05 6 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction C1 A child element is an element inserted below the current parent element in the next level in the hierarchy Contrary to this a sibling is an element at the s
24. tool member of ESKORT Compliance Solutions 1 1 Conventions Definitions The first time a specific term or concept is mentioned in a relevant subsection it is printed in italic If required further definition will follow shortly after the first time it 1s mentioned and is preceded by an icon a Exercise Exercises are printed in bold and are preceded by an icon uj Menu Menu options buttons window and field names are printed within square brackets The word option button field dialog window behind the word will specify the type icdk Application Designer UserGuide 1 v1 0 2010 05 05 1 19 Copyright 2010 Intracom IT Services Danmark A S All rights reserved Commercial in Confidence ESKORT Designer User Guide Section Introduction 2 ESKORT Designer 2 1 Introduction The ESKORT Designer for Clearance is a configurable editor that supports editing of structured information stored in XML Extensible Mark up Language which is the emerging standard for representation and communication of structured data The XML standards are managed by the World Wide Web consortium and supported by all major software vendors In the context of ESKORT Clearance the ESKORT Designer is used to maintain the Configuration Archive I The Configuration Archive is the XML data store that holds the configuration documents used by the ESKORT Analysis module Some of the key document types in the Configuration Archive are

ESKORT Designer User Guide for Clearance

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