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Getting Started in Longview Application Administrator

You can use Longview Application Administrator to manage the administrative aspects of your system, such as users, groups, permissions, and settings.

This chapter provides information on the following topics:

Launching Longview Application Administrator

This section explains how to start Longview Application Administrator, including authentication and security considerations.

This section contains information on these main topics:

Signing on to your Longview system

To sign on to your Longview system, you must know the authentication method required by your company. Currently, the Longview system supports the following authentication methods:

Authentication methodDescription
Windows authenticationWindows Authentication is currently supported for all components of the Longview system. If your Longview system uses Windows authentication, you are authorized to access the Longview system as soon as you sign on to Windows. You do not have to supply a password specific to the Longview system.
Longview authenticationIf your company uses Longview authentication, you will be required to enter a specific username and password to access the Longview System.

Note: You may be prompted to change your password the first time you log in, if your password has been reset by the administrator, or if your password has expired. If your company enforces password complexity, passwords must meet all password complexity restrictions. For more information, see the Longview Server Manager Guide. If applicable, an error message will indicate how you must change your password.

Single Sign-On (Web)

Single Sign-On (Web) allows your company to use a standard authentication across multiple applications. This allows you to use a single password for both the Longview system and other applications.

Note: This authentication method only exists on the Longview Launcher Sign On dialog.

Signing on to the application

To Sign On to the system, follow these steps:

  1. Deploy using Longview Launcher by launching the component through a ClickOnce link. A Longview Sign On dialog opens.
  2. Do one of the following:
    1. If your organization uses Windows authentication, select Windows, and click Sign On to sign on to the application.
    2. If your organization uses Longview authentication, select Longview, and type in the username and password specific to the application as provided to you. Click Sign On to sign on to the application.
    3. If your organization uses Single Sign-On (Web), select Single Sign-On (Web) then click Sign On to sign on to the application. This authentication method is only available when launching through Longview Launcher.
  3. If you are deploying through Longview Launcher, Longview Application Administrator opens.

Understanding multilingual systems

The default language for your system is English. If you intend to use Application Administrator with an alternate language, be aware that although the user interface appears in English, symbol descriptions will be stored in the alternate language.

Understanding window elements

Longview Application Administrator, by default, consists of four sections, each of which, except for the Contents window, can be opened, closed, and resized relative to the other windows. Each section has a different purpose and allows you to perform different tasks and access different information.

Note: Certain changes you make to the appearance and arrangement of elements in Longview Application Administrator are saved as settings and are remembered the next time you start the application. For example, if you close the Properties pane by clicking the “X” in its upper right corner and close the application, the Properties pane will not be displayed the next time you start the application. To restore elements, you have hidden, click View in the menu and then click the name of the element you want restored.

Server Explorer pane

The Server Explorer pane displays the elements of your database system in a hierarchical tree format, grouping items together in specific categories. For example, attributes, symbols, user groups, and so on. As well, security settings are represented, populated with user groups and users.

When you select a category in the tree, the elements grouped immediately below it are displayed in the Contents window (for example, choosing Attributes displays symbol, system, and user, the elements grouped under Attributes). Selecting an item in the Contents window causes its properties (if any) to display in the Properties window at the bottom of the application window. Many items can be duplicated or edited in the Contents window by right-clicking them and making the appropriate selection from the pop-up menu.

Note: To perform actions that make changes to the server or its contents, you must have permissions to operate these functions on the server.

Contents window

The Contents window displays the constituent elements of whatever is selected in the Server Explorer pane or was double-clicked in the Contents window itself.

The Contents window provides access to the most basic items in the database hierarchy, such as individual users and user groups, attributes, symbols, and so on. Selecting an item in the Contents window causes its properties to display in the Properties window, and for some items, right clicking the item provides options to edit, copy, and/or delete it, as well as to create new instances of the same item type.

Information pane

Certain tabs are grouped in the Information pane. These are:

Each of these windows can be undocked from the others by dragging the tab out of the Information pane. In addition, dragging the tab towards the center will cause a set of positioning arrows to appear, allowing you to tile the tab within the group window. Tiled or ungrouped windows can be regrouped by dragging them back to the tabs at the bottom of the Information pane. Finally, tabs can be dragged left and right relative to one another to change the order of the group.

Console window

The Console window supplies you with information on processes you run, such as restatements and the collection of statistics. The information shown provides details on whether processes were successful, if they completed, and what changes were made as a result.

Search Results window

The Search Results window displays the results of searches. If you double-click a search result, the item is highlighted in the Contents window, and its properties and/or details display in the Properties pane.

Searches can be run on several types of items, though the parameters of the search vary from type to type. Searches are executed by selecting a category in the Server Explorer pane (e.g., entities under symbols) and choosing Tools > Search, and entering the criteria of your search in the appropriate fields of the Search dialog.

Selecting Tools > Highlight Search Results turns on or turns off highlighting of the results of your search in the Contents window.

Properties pane

Certain tabs are grouped in the Properties pane. These are:

Each of these windows can be undocked from the others by dragging the tab out of the Properties pane. In addition, dragging the tab towards the center causes a set of positioning arrows to appear, allowing you to tile the tab within the group window. Tiled or ungrouped windows can be regrouped by dragging them back to the tabs at the bottom of the Properties pane. Finally, tabs can be dragged left and right relative to one another to change the order of the group.

Properties window

The Properties window gives basic information about the item currently selected in the Contents window:

Details window

The Details window gives in-depth information about the currently selected item in the Contents window.

Understanding menus

Various Longview Application Administrator functions are available in the menu selections. What follows is a brief overview of each menu pick.

Note: The menu bar appears as shown above when a symbol is selected in the Contents window. The icons available to you at any given time may vary depending upon your current selections.

File menu

Most options under File deal with operations outside the application, such as printing, archiving, and exporting files.

New

This menu selection is context sensitive and provides different options in a secondary drop-down list depending on the current selection in other areas of the application window. In general, this item enables the creation of new access role, attributes, schedules, rules, intercompany eliminations, symbols, groups, and users, as well as duplicate instances.

Import

Choose Import to open a dialog that lets you designate the type of item to be imported (attribute, symbol, user, etc.), its dimension (if it is a symbol), and the location of files from which its items, descriptions (if applicable), and parent-child relationships (if applicable) will be imported. You can use the Browse button to select already-created import files. For more information on using Import, see “Importing server objects”.

Export

Choose Export to open a dialog that lets you designate the type of item to be exported (attribute, symbol, user, etc.), its dimension (if it is a symbol), and the location of files to which its items, descriptions (if applicable), and parent-child relationships (if applicable) will be exported. You can use the Browse buttons to select existing files, or type in a path and file name to create new files. For more information on using Export, see “Exporting server objects”.

Page Setup

Choose Page Setup to open a dialog where you can set the printing parameters such as the paper size and orientation, the width of page margins, and the paper source.

Print

Choose Print to open a dialog that lets you select your printer, the number or range of pages to print, and the number of copies. The output is either the Contents window or the grouped tab window that is active when you click Print.

Print Preview

Choose Print Preview to open a window that shows how your output will appear on the printed page according to your current Page Setup parameters. It enables you to view one, two, three, four, or six pages at a time, to change the magnification level of the view (but not the actual output), and to print directly to the default printer.

Properties

Choose Properties when you have selected an item with viewable or editable properties in the Contents window. A dialog opens displaying the properties of the item and enabling you to edit those properties and save your changes. The information is displayed in a tabbed format. The tabs displayed and information populated varies with the type of item of you have selected.

Exit

Choose Exit to log out of the system and close the application.

Edit menu

The choices under the Edit menu, Undo and Redo, let you to undo an action just performed, or to redo the action if you decide to proceed with it after having undone it. These options are available only for symbol maintenance actions, up until Maintenance is turned off.

View menu

The choices under the View menu let you select the window elements that are displayed or active.

Details

Choose Details to display the items in the Contents window in a text-only list.

Icons

Choose Icons to display the items in the Contents window as icons.

Console Window

Choose Console Window to activate and display the Console window in the grouped tab window at the bottom of the Contents window.

Search Results

Choose Search Results to activate and display the Search Results window in the grouped tab window at the bottom of the Contents window.

Details Window

Choose Details Window to activate and display the Details window in the grouped tab window at the right of the Contents window.

Property Window

Choose Property Window to activate and display the Property window in the grouped tab window at the right of the Contents window.

Clear console

Choose Clear console to discard the contents of the Console window.

Caution: This procedure cannot be undone.

Refresh

Choose Refresh to update the view in the Contents window.

Toolbars

This option expands into another menu that enables you to turn the Standard and Component toolbars on or off, and to lock their positions or unlock them so that the toolbars can be repositioned in the interface.

Component Bar

Choose this option to show or hide the Component Bar.

Status Bar

Choose this option to show or hide the Status Bar.

Tools menu

The Tools menu presents options to do with organizing, refreshing, and gathering information about data in the system.

Change My Password

Choose Change My Password to open a dialog allowing you to change the password of the user you are signed on with.

Recalculate

Choose Recalculate to have values in the database recalculated and refreshed. The Recalculate dialog opens and allows you to set the type of recalculation, which partitions to recalculate, the names of files to archive information before and after the recalculation, and whether to collect and display statistics about the recalculation.

For more information see “Working with restatements and recalculations”.

Caution: A recalculation can take a considerable amount of time for large databases and can be resource intensive. Recalculations can affect other users if run during periods when they are signed onto the system.

Audit

Choose Audit to access three options: Export, Recover, and Reset.

Option

Description

Export

Export lets you query the database for records of what values in the database have been changed and by which users and export those records to a text file.

For more information, see “Exporting the Data Audit Trail”.

RecoverRecover lets you reset leaf table values to the values stored in the audit tables. This function is useful in the event of a system failure.
ResetReset removes all audit detail and sets the initial audit values to the current leaf table values.

Note: If you are not connected to the server, Export, Recover, and Reset are disabled. If you do not have access to view data in the server, Export is disabled.

These options are available only if your system is configured to use Data Audit Trail. For more information, see the Longview Server Manager Guide.

Collect Statistics

Choose this function to update the collected statistics for the current server. The progress of the update is displayed in the Console window. Statistics are updated in the following database tables:

  • KLX_ULN_P000_CELLS
  • KLX_UPN_P000_CELLS
  • KLX_SLN_P000_CELLS
  • KLX_SPN_P000_CELLS

Duplicate Detection

Choose this option to check the database for duplicate data. For more information see “Checking for duplicate data”.

Foreign Exchange Setup

Choose this option to set up or modify your foreign exchange settings. For more information see “Working with foreign exchange”.

Journal Entries Setup

Choose this option to open the Journal Entries Setup dialog and customize the behavior of Longview Journal Entries. For more information see “Configuring Journal Entries”.

NDD Setup

Choose this option to select the modulating, independent, and dependent dimensions for N-dimensional modeling. When you choose NDD Setup, a dialog is displayed with drop-down lists that allows you to make your dimension selections. Subsequent dialogs enable you to change Valid Root(s) settings, Default Symbol, and Modulating Symbol. For more information see “Specifying NDD settings”.

NDD Pattern Table Setup

Choose this option to open a pattern table dialog that allows you to make symbol selections for N-dimensional modeling. For more information see “Setting up or modifying the NDD Pattern Table”.

Event Rule Merging Setup

Choose this option to configure event rule merging. You may have event rules that trigger the exact same process based on different circumstances. If this is the case, you can consider merging these rules so that they don’t trigger the process multiple times unnecessarily. For more information, see “Specifying Event rule merge settings”.

Event Rule Dependencies Setup

Choose this option to configure event rule dependencies. If your system includes a rule that always triggers another rule, you can specify this dependency so that if those two rules are triggered simultaneously, the system waits for the preceding rule to finish before it allows the dependent rule to process, which uses system resources more efficiently. For more information, see “Specifying Event rule dependencies”.

Search

Choose Search to execute a search by selecting a category in the Server Explorer pane (e.g., entities under symbols), choosing Tools > Search, and entering the criteria of your search in the appropriate fields of the Search dialog. Searches can be run on several types of items, though the parameters of the search vary from type to type.

The Search Results window displays the results of searches. Double-click a result to display its properties and/or details in the Properties pane.

Highlight Search Results

Choose Tools > Highlight Search Results to highlight or not highlight the results of a search in the Contents window.

Options

Choose Options to change the way items are displayed in the Contents window.

For example, you can change the colors used to highlight results when you have Highlight Search Results on. In addition, you can format how symbols are displayed, and what information about symbols accompanies them.

Actions menu

The Actions menu provides access to functions concerned with maintaining and arranging your symbol hierarchy.

Connect

Choose Connect to connect to the server, provided your User ID has the requisite permissions to do so. This option becomes available when you are not connected to the server. All server tasks require that you connect to the server as a user with administrative permissions.

Disconnect

Choose Disconnect to disconnect from the server. This option becomes available when you are connected to the server. Once you click Disconnect you will no longer be able to view, modify, or otherwise access the resources of the server until you connect to it again.

Maintenance

Choose Maintenance to turn Maintenance on or off. A check mark beside the option indicates that maintenance is active.

Exclusive Mode

Choose Exclusive Mode to turn Exclusive Mode on or off. A check mark beside the option indicates that Exclusive Mode is active.

Dynamic Calculations

Choose Dynamic Calculations to turn the ServerMath Flag on or off.

Assign

Choose Assign to drag a selected symbol to another symbol, which then becomes its parent symbol. This option becomes available when you select a symbol.

Assign To

Choose Assign To, to assign the previously chosen symbol to the symbol currently selected. This option becomes available after you have used Assign.

Remove From Parent

Choose Remove From Parent when a child symbol is selected to remove the symbol from the parent's hierarchy and place the symbol in the root of its class. This option becomes available when you have selected a child symbol.

Duplicate Hierarchy

Choose Duplicate Hierarchy to open a dialog that lets you create a duplicate of the hierarchy. This option becomes available when you select a root symbol of a hierarchy. A specified prefix or suffix is added to each symbol name in the hierarchy being duplicated. For more information, see “Duplicating a hierarchy”.

Set Value

Choose Set Value to open a dialog that lets you set the attribute’s value. This option becomes available when you select an attribute.

Delete

Caution: Deletions cannot be undone.

Choose Delete to be prompted by the system to confirm that you want to proceed before the deletion is performed. This option becomes available when you have selected an item that can be deleted.

Help menu

The Help menu provides you with access to information on how to work in the application, and information on the current build of the application.

Longview Application Administrator Help

Choose Longview Application Administrator Help to open another window which presents the online help system. The system has two panes; one on the left shows the table of contents tab, which features an expandable and collapsible structure of topics and the subtopics grouped under them. The pane on the left contains other tabs:

  • The index tab, with clickable links to content.
  • The search tab, which enables you to search the online help system for instances of words and then access the results.
  • The favorites tab, which enables you to bookmark information you have found useful for future reference.

The pane on the right is the content pane, where the information contained in the online help system is displayed. This pane changes to display different information based on the choices you make in the other pane. It also features navigation buttons at the top and bottom of each topic that display the next and previous topic respectively, and hyperlinks that take you directly to related information when clicked.

About Longview Application Administrator

Choose About Longview Application Administrator to open an information window that displays the name of the application and its current version. This can be useful in the event that you need to contact Longview on a service matter. To close the window, click anywhere within it.

Working in Maintenance mode

When users and administrators are working with Longview components, there may be maintenance modes turned ON and OFF automatically as part of a process.

For information on using commands involved in maintenance, see the Longview Desktop Commands and Functions Guide or the Longview Developer’s Guide.

Maintenance mode

When administrators make Database Maintenance changes to the Data Server repository, Maintenance mode is usually turned ON automatically. While it is ON, the following apply:

  • Users can connect and perform read-only queries
  • Users can lock data areas, post journal entries, and submit data (these activities are suspended, not stopped, while user and symbol changes are committed and refreshed)

The time required for the servers to commit and refresh can be several seconds to several minutes. The length of time depends on several factors:

  • Symbol and hierarchy sizes
  • Use of other features, such as NDD or data translation
  • Status of the Math queue. When user or symbol changes are committed, the submission queue is suspended and a suspend request is sent to the Math queue. All pending math jobs in the queue prior to this request must complete before the Math Server can be suspended and refreshed. When large math jobs are pending, long wait times may occur.

Exclusive mode

Exclusive mode may be turned ON automatically (if no pending submissions exist) in conjunction with Maintenance mode and while it is ON, the following apply:

  • Users can connect and perform read-only queries
  • Users cannot lock data areas, post journal entries, or submit any data

If a user has turned Exclusive mode ON, the same user must turn it OFF before certain actions can be performed by other users.

Note: If a restatement fails due to errors, exclusive mode will remain on to prevent users from submitting data to the database. Users will not be able to turn exclusive mode off through Application Administrator in this case. If exclusive mode needs to be turned off from a failed restatement either run a successfully restatement or restart the servers.

 
Published:

Getting Started in Longview Application Administrator

You can use Longview Application Administrator to manage the administrative aspects of your system, such as users, groups, permissions, and settings.

This chapter provides information on the following topics:

Launching Longview Application Administrator

This section explains how to start Longview Application Administrator, including authentication and security considerations.

This section contains information on these main topics:

Signing on to your Longview system

To sign on to your Longview system, you must know the authentication method required by your company. Currently, the Longview system supports the following authentication methods:

Authentication methodDescription
Windows authenticationWindows Authentication is currently supported for all components of the Longview system. If your Longview system uses Windows authentication, you are authorized to access the Longview system as soon as you sign on to Windows. You do not have to supply a password specific to the Longview system.
Longview authenticationIf your company uses Longview authentication, you will be required to enter a specific username and password to access the Longview System.

Note: You may be prompted to change your password the first time you log in, if your password has been reset by the administrator, or if your password has expired. If your company enforces password complexity, passwords must meet all password complexity restrictions. For more information, see the Longview Server Manager Guide. If applicable, an error message will indicate how you must change your password.

Single Sign-On (Web)

Single Sign-On (Web) allows your company to use a standard authentication across multiple applications. This allows you to use a single password for both the Longview system and other applications.

Note: This authentication method only exists on the Longview Launcher Sign On dialog.

Signing on to the application

To Sign On to the system, follow these steps:

  1. Deploy using Longview Launcher by launching the component through a ClickOnce link. A Longview Sign On dialog opens.
  2. Do one of the following:
    1. If your organization uses Windows authentication, select Windows, and click Sign On to sign on to the application.
    2. If your organization uses Longview authentication, select Longview, and type in the username and password specific to the application as provided to you. Click Sign On to sign on to the application.
    3. If your organization uses Single Sign-On (Web), select Single Sign-On (Web) then click Sign On to sign on to the application. This authentication method is only available when launching through Longview Launcher.
  3. If you are deploying through Longview Launcher, Longview Application Administrator opens.

Understanding multilingual systems

The default language for your system is English. If you intend to use Application Administrator with an alternate language, be aware that although the user interface appears in English, symbol descriptions will be stored in the alternate language.

Understanding window elements

Longview Application Administrator, by default, consists of four sections, each of which, except for the Contents window, can be opened, closed, and resized relative to the other windows. Each section has a different purpose and allows you to perform different tasks and access different information.

Note: Certain changes you make to the appearance and arrangement of elements in Longview Application Administrator are saved as settings and are remembered the next time you start the application. For example, if you close the Properties pane by clicking the “X” in its upper right corner and close the application, the Properties pane will not be displayed the next time you start the application. To restore elements, you have hidden, click View in the menu and then click the name of the element you want restored.

Server Explorer pane

The Server Explorer pane displays the elements of your database system in a hierarchical tree format, grouping items together in specific categories. For example, attributes, symbols, user groups, and so on. As well, security settings are represented, populated with user groups and users.

When you select a category in the tree, the elements grouped immediately below it are displayed in the Contents window (for example, choosing Attributes displays symbol, system, and user, the elements grouped under Attributes). Selecting an item in the Contents window causes its properties (if any) to display in the Properties window at the bottom of the application window. Many items can be duplicated or edited in the Contents window by right-clicking them and making the appropriate selection from the pop-up menu.

Note: To perform actions that make changes to the server or its contents, you must have permissions to operate these functions on the server.

Contents window

The Contents window displays the constituent elements of whatever is selected in the Server Explorer pane or was double-clicked in the Contents window itself.

The Contents window provides access to the most basic items in the database hierarchy, such as individual users and user groups, attributes, symbols, and so on. Selecting an item in the Contents window causes its properties to display in the Properties window, and for some items, right clicking the item provides options to edit, copy, and/or delete it, as well as to create new instances of the same item type.

Information pane

Certain tabs are grouped in the Information pane. These are:

Each of these windows can be undocked from the others by dragging the tab out of the Information pane. In addition, dragging the tab towards the center will cause a set of positioning arrows to appear, allowing you to tile the tab within the group window. Tiled or ungrouped windows can be regrouped by dragging them back to the tabs at the bottom of the Information pane. Finally, tabs can be dragged left and right relative to one another to change the order of the group.

Console window

The Console window supplies you with information on processes you run, such as restatements and the collection of statistics. The information shown provides details on whether processes were successful, if they completed, and what changes were made as a result.

Search Results window

The Search Results window displays the results of searches. If you double-click a search result, the item is highlighted in the Contents window, and its properties and/or details display in the Properties pane.

Searches can be run on several types of items, though the parameters of the search vary from type to type. Searches are executed by selecting a category in the Server Explorer pane (e.g., entities under symbols) and choosing Tools > Search, and entering the criteria of your search in the appropriate fields of the Search dialog.

Selecting Tools > Highlight Search Results turns on or turns off highlighting of the results of your search in the Contents window.

Properties pane

Certain tabs are grouped in the Properties pane. These are:

Each of these windows can be undocked from the others by dragging the tab out of the Properties pane. In addition, dragging the tab towards the center causes a set of positioning arrows to appear, allowing you to tile the tab within the group window. Tiled or ungrouped windows can be regrouped by dragging them back to the tabs at the bottom of the Properties pane. Finally, tabs can be dragged left and right relative to one another to change the order of the group.

Properties window

The Properties window gives basic information about the item currently selected in the Contents window:

Details window

The Details window gives in-depth information about the currently selected item in the Contents window.

Understanding menus

Various Longview Application Administrator functions are available in the menu selections. What follows is a brief overview of each menu pick.

Note: The menu bar appears as shown above when a symbol is selected in the Contents window. The icons available to you at any given time may vary depending upon your current selections.

File menu

Most options under File deal with operations outside the application, such as printing, archiving, and exporting files.

New

This menu selection is context sensitive and provides different options in a secondary drop-down list depending on the current selection in other areas of the application window. In general, this item enables the creation of new access role, attributes, schedules, rules, intercompany eliminations, symbols, groups, and users, as well as duplicate instances.

Import

Choose Import to open a dialog that lets you designate the type of item to be imported (attribute, symbol, user, etc.), its dimension (if it is a symbol), and the location of files from which its items, descriptions (if applicable), and parent-child relationships (if applicable) will be imported. You can use the Browse button to select already-created import files. For more information on using Import, see “Importing server objects”.

Export

Choose Export to open a dialog that lets you designate the type of item to be exported (attribute, symbol, user, etc.), its dimension (if it is a symbol), and the location of files to which its items, descriptions (if applicable), and parent-child relationships (if applicable) will be exported. You can use the Browse buttons to select existing files, or type in a path and file name to create new files. For more information on using Export, see “Exporting server objects”.

Page Setup

Choose Page Setup to open a dialog where you can set the printing parameters such as the paper size and orientation, the width of page margins, and the paper source.

Print

Choose Print to open a dialog that lets you select your printer, the number or range of pages to print, and the number of copies. The output is either the Contents window or the grouped tab window that is active when you click Print.

Print Preview

Choose Print Preview to open a window that shows how your output will appear on the printed page according to your current Page Setup parameters. It enables you to view one, two, three, four, or six pages at a time, to change the magnification level of the view (but not the actual output), and to print directly to the default printer.

Properties

Choose Properties when you have selected an item with viewable or editable properties in the Contents window. A dialog opens displaying the properties of the item and enabling you to edit those properties and save your changes. The information is displayed in a tabbed format. The tabs displayed and information populated varies with the type of item of you have selected.

Exit

Choose Exit to log out of the system and close the application.

Edit menu

The choices under the Edit menu, Undo and Redo, let you to undo an action just performed, or to redo the action if you decide to proceed with it after having undone it. These options are available only for symbol maintenance actions, up until Maintenance is turned off.

View menu

The choices under the View menu let you select the window elements that are displayed or active.

Details

Choose Details to display the items in the Contents window in a text-only list.

Icons

Choose Icons to display the items in the Contents window as icons.

Console Window

Choose Console Window to activate and display the Console window in the grouped tab window at the bottom of the Contents window.

Search Results

Choose Search Results to activate and display the Search Results window in the grouped tab window at the bottom of the Contents window.

Details Window

Choose Details Window to activate and display the Details window in the grouped tab window at the right of the Contents window.

Property Window

Choose Property Window to activate and display the Property window in the grouped tab window at the right of the Contents window.

Clear console

Choose Clear console to discard the contents of the Console window.

Caution: This procedure cannot be undone.

Refresh

Choose Refresh to update the view in the Contents window.

Toolbars

This option expands into another menu that enables you to turn the Standard and Component toolbars on or off, and to lock their positions or unlock them so that the toolbars can be repositioned in the interface.

Component Bar

Choose this option to show or hide the Component Bar.

Status Bar

Choose this option to show or hide the Status Bar.

Tools menu

The Tools menu presents options to do with organizing, refreshing, and gathering information about data in the system.

Change My Password

Choose Change My Password to open a dialog allowing you to change the password of the user you are signed on with.

Recalculate

Choose Recalculate to have values in the database recalculated and refreshed. The Recalculate dialog opens and allows you to set the type of recalculation, which partitions to recalculate, the names of files to archive information before and after the recalculation, and whether to collect and display statistics about the recalculation.

For more information see “Working with restatements and recalculations”.

Caution: A recalculation can take a considerable amount of time for large databases and can be resource intensive. Recalculations can affect other users if run during periods when they are signed onto the system.

Audit

Choose Audit to access three options: Export, Recover, and Reset.

Option

Description

Export

Export lets you query the database for records of what values in the database have been changed and by which users and export those records to a text file.

For more information, see “Exporting the Data Audit Trail”.

RecoverRecover lets you reset leaf table values to the values stored in the audit tables. This function is useful in the event of a system failure.
ResetReset removes all audit detail and sets the initial audit values to the current leaf table values.

Note: If you are not connected to the server, Export, Recover, and Reset are disabled. If you do not have access to view data in the server, Export is disabled.

These options are available only if your system is configured to use Data Audit Trail. For more information, see the Longview Server Manager Guide.

Collect Statistics

Choose this function to update the collected statistics for the current server. The progress of the update is displayed in the Console window. Statistics are updated in the following database tables:

  • KLX_ULN_P000_CELLS
  • KLX_UPN_P000_CELLS
  • KLX_SLN_P000_CELLS
  • KLX_SPN_P000_CELLS

Duplicate Detection

Choose this option to check the database for duplicate data. For more information see “Checking for duplicate data”.

Foreign Exchange Setup

Choose this option to set up or modify your foreign exchange settings. For more information see “Working with foreign exchange”.

Journal Entries Setup

Choose this option to open the Journal Entries Setup dialog and customize the behavior of Longview Journal Entries. For more information see “Configuring Journal Entries”.

NDD Setup

Choose this option to select the modulating, independent, and dependent dimensions for N-dimensional modeling. When you choose NDD Setup, a dialog is displayed with drop-down lists that allows you to make your dimension selections. Subsequent dialogs enable you to change Valid Root(s) settings, Default Symbol, and Modulating Symbol. For more information see “Specifying NDD settings”.

NDD Pattern Table Setup

Choose this option to open a pattern table dialog that allows you to make symbol selections for N-dimensional modeling. For more information see “Setting up or modifying the NDD Pattern Table”.

Event Rule Merging Setup

Choose this option to configure event rule merging. You may have event rules that trigger the exact same process based on different circumstances. If this is the case, you can consider merging these rules so that they don’t trigger the process multiple times unnecessarily. For more information, see “Specifying Event rule merge settings”.

Event Rule Dependencies Setup

Choose this option to configure event rule dependencies. If your system includes a rule that always triggers another rule, you can specify this dependency so that if those two rules are triggered simultaneously, the system waits for the preceding rule to finish before it allows the dependent rule to process, which uses system resources more efficiently. For more information, see “Specifying Event rule dependencies”.

Search

Choose Search to execute a search by selecting a category in the Server Explorer pane (e.g., entities under symbols), choosing Tools > Search, and entering the criteria of your search in the appropriate fields of the Search dialog. Searches can be run on several types of items, though the parameters of the search vary from type to type.

The Search Results window displays the results of searches. Double-click a result to display its properties and/or details in the Properties pane.

Highlight Search Results

Choose Tools > Highlight Search Results to highlight or not highlight the results of a search in the Contents window.

Options

Choose Options to change the way items are displayed in the Contents window.

For example, you can change the colors used to highlight results when you have Highlight Search Results on. In addition, you can format how symbols are displayed, and what information about symbols accompanies them.

Actions menu

The Actions menu provides access to functions concerned with maintaining and arranging your symbol hierarchy.

Connect

Choose Connect to connect to the server, provided your User ID has the requisite permissions to do so. This option becomes available when you are not connected to the server. All server tasks require that you connect to the server as a user with administrative permissions.

Disconnect

Choose Disconnect to disconnect from the server. This option becomes available when you are connected to the server. Once you click Disconnect you will no longer be able to view, modify, or otherwise access the resources of the server until you connect to it again.

Maintenance

Choose Maintenance to turn Maintenance on or off. A check mark beside the option indicates that maintenance is active.

Exclusive Mode

Choose Exclusive Mode to turn Exclusive Mode on or off. A check mark beside the option indicates that Exclusive Mode is active.

Dynamic Calculations

Choose Dynamic Calculations to turn the ServerMath Flag on or off.

Assign

Choose Assign to drag a selected symbol to another symbol, which then becomes its parent symbol. This option becomes available when you select a symbol.

Assign To

Choose Assign To, to assign the previously chosen symbol to the symbol currently selected. This option becomes available after you have used Assign.

Remove From Parent

Choose Remove From Parent when a child symbol is selected to remove the symbol from the parent's hierarchy and place the symbol in the root of its class. This option becomes available when you have selected a child symbol.

Duplicate Hierarchy

Choose Duplicate Hierarchy to open a dialog that lets you create a duplicate of the hierarchy. This option becomes available when you select a root symbol of a hierarchy. A specified prefix or suffix is added to each symbol name in the hierarchy being duplicated. For more information, see “Duplicating a hierarchy”.

Set Value

Choose Set Value to open a dialog that lets you set the attribute’s value. This option becomes available when you select an attribute.

Delete

Caution: Deletions cannot be undone.

Choose Delete to be prompted by the system to confirm that you want to proceed before the deletion is performed. This option becomes available when you have selected an item that can be deleted.

Help menu

The Help menu provides you with access to information on how to work in the application, and information on the current build of the application.

Longview Application Administrator Help

Choose Longview Application Administrator Help to open another window which presents the online help system. The system has two panes; one on the left shows the table of contents tab, which features an expandable and collapsible structure of topics and the subtopics grouped under them. The pane on the left contains other tabs:

  • The index tab, with clickable links to content.
  • The search tab, which enables you to search the online help system for instances of words and then access the results.
  • The favorites tab, which enables you to bookmark information you have found useful for future reference.

The pane on the right is the content pane, where the information contained in the online help system is displayed. This pane changes to display different information based on the choices you make in the other pane. It also features navigation buttons at the top and bottom of each topic that display the next and previous topic respectively, and hyperlinks that take you directly to related information when clicked.

About Longview Application Administrator

Choose About Longview Application Administrator to open an information window that displays the name of the application and its current version. This can be useful in the event that you need to contact Longview on a service matter. To close the window, click anywhere within it.

Working in Maintenance mode

When users and administrators are working with Longview components, there may be maintenance modes turned ON and OFF automatically as part of a process.

For information on using commands involved in maintenance, see the Longview Desktop Commands and Functions Guide or the Longview Developer’s Guide.

Maintenance mode

When administrators make Database Maintenance changes to the Data Server repository, Maintenance mode is usually turned ON automatically. While it is ON, the following apply:

  • Users can connect and perform read-only queries
  • Users can lock data areas, post journal entries, and submit data (these activities are suspended, not stopped, while user and symbol changes are committed and refreshed)

The time required for the servers to commit and refresh can be several seconds to several minutes. The length of time depends on several factors:

  • Symbol and hierarchy sizes
  • Use of other features, such as NDD or data translation
  • Status of the Math queue. When user or symbol changes are committed, the submission queue is suspended and a suspend request is sent to the Math queue. All pending math jobs in the queue prior to this request must complete before the Math Server can be suspended and refreshed. When large math jobs are pending, long wait times may occur.

Exclusive mode

Exclusive mode may be turned ON automatically (if no pending submissions exist) in conjunction with Maintenance mode and while it is ON, the following apply:

  • Users can connect and perform read-only queries
  • Users cannot lock data areas, post journal entries, or submit any data

If a user has turned Exclusive mode ON, the same user must turn it OFF before certain actions can be performed by other users.

Note: If a restatement fails due to errors, exclusive mode will remain on to prevent users from submitting data to the database. Users will not be able to turn exclusive mode off through Application Administrator in this case. If exclusive mode needs to be turned off from a failed restatement either run a successfully restatement or restart the servers.

 
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