Working with Longview Client

Longview Client is a portal through which users can access Longview reports, Longview Apps, and other Longview components in one interface.

Signing on to Longview

Your Administrator will provide you with a link to the Longview Dashboard, from which you can open Longview Client.

To sign on to Longview Client:

1. Click the link provided by your Longview Administrator. The Sign On dialog opens in your browser.

   

2. Select the Authentication method provided by your Longview Administrator.
3. If you select Longview Authentication, enter your user name and password. Otherwise, continue to step 4.
4. Click Sign On. Your Longview Dashboard home page opens.
5. Click the appropriate button to Launch Client. Longview Client opens.

Note: The first time you launch Longview Client, you may be prompted with a security message asking whether you want to run the application. Click Run. The tab that appears in view when you open Longview depends on the way Client has been implemented.

Resetting your password from the Sign On dialog

If you have forgotten your password, or you want to reset your password, you can do so from the Longview Dashboard Sign On dialog.

Note: The Forgot your password? link displays only if the Enable Password Reset parameter is selected in Longview Server Manager.
For more information, see the Longview Server Manager Guide or contact your System Administrator.

To reset your password:

1. From the Sign On dialog, click ‘Forgot your password?’. The Password Reset Request dialog opens.

   

2. Enter the email address that you want the password reset link sent to.
3. Click OK. A confirmation dialog appears.

   

4. Click Back to Sign On Page. The Sign On dialog comes into view.
5. Open the password reset email (sent to the email address provided in step 2), and click the provided link. The Password Reset Request dialog opens in Internet Explorer.

   

6. Complete the following fields:

   Field	Description
   New Password	Enter your new password. Passwords cannot contain any of the following characters: double quotation marks ( " ), pipes ( | ), or spaces (  ). If your company enforces password complexity, passwords must meet all password complexity restrictions, including (but not limited to) the following: The password must contain at least one uppercase alphabetical character (A-Z), one lowercase alphabetical character (a-z), one base 10 digit (0-9), and one non-alphanumeric character. The password must be a minimum number of characters in length. The password cannot contain the whole User Name, First Name, or Last Name of the user, in either uppercase or lowercase. For more information on password complexity, see the Longview Server Manager Guide.
   Confirm Password	Reenter your new password.

7. Click OK. You can now sign on to the Longview system using your new password.

Understanding the Longview Client interface

The Longview Client interface contains several navigational elements that make it easy to find the tasks that you are looking for.

Some of the interface elements in Longview Client include:

• Modules

  Modules contain all the relevant functionality for a process. Depending on your system implementation, the number of modules and the name of each module varies. Interface elements, such as the navigation pane and categories, are specific to the module.

• Navigation bar

  The navigation bar on the left side of the Longview Client window contains the module icon and categories.

  To change modules

  • click the module icon at the top of the navigation bar.

  To collapse the navigation pane

  • click the icon of the currently active category.

  The navigation bar also includes the following:

• A Help button that launches the Longview Help.
• The About button, which launches the About dialog containing version information for the following:
  • Longview Client
  • Web Bridge
  • Data Server
• A User button that allows you to change your password or log out of the Client.
• Navigation pane

  The navigation pane on the left side of the Longview Client window contains folders and a navigation Search box. Depending on configuration, a folder may contain one or more symbol selectors.

• Refresh navigation pane

  Use this button to update all tabs in the navigation window to reflect any changes that may have been made. Refreshing the navigation pane will not change your current hierarchy expansion state.

• Workspace

  The workspace changes depending on the options you select in the navigation pane. The workspace can include multiple tabs. For example, if you open several Longview Apps or reports, they open in separate tabs in the workspace.

• Categories

  Categories are groupings of functionality. When you sign on to Longview Client, the first category is in view. You can click a category icon to view it in the navigation pane.

• Folders

  Folders are groupings of links. Depending on the category and your system, you may see a number of folders within a category. You can click a folder to expand or collapse it in the navigation pane. You may also see a Symbol Selector above a grouping of folders or directly underneath a folder. You can select a symbol that applies to all links underneath the Symbol Selector.

• Links

  Depending on the link, clicking a link opens an item either in a separate window or as a tab in the workspace.

• Navigation Search box

  You can use the Search box to search items in the Navigation pane. For example, if you’re looking for a specific Longview App or report, you can type all or part of the name or number in the Search box. The Search expands the folders within the current category containing the term, selects the first instance, and highlights all other instances. If you want to find the next instance of the term, click Next.

Longview Client Tab Actions

Longview Client includes actions that you can perform when you have multiple tabs open in your workspace. To perform these actions, right click on an open tab and select one of the following options:

Longview Client Menu Options

Longview Client includes options relating to the way the client workspace is displayed and default options that can be set by user. To access these options, click on the menu button in your client and select one of the following:

Selecting default symbols

If you use the same symbols for a large number of input apps and reports, you can select default symbols to use.

To select default symbols:

1. Click Select default symbols in the Longview Client menu. The Default Symbols dialog opens.
2. In the Data Collection column, select default symbols in the Entities dimensions to use for input apps. You can select a symbol by typing the symbol name or selecting the symbol in the hierarchy. Alternatively, you can use the symbol selector.

   For more information, see Using the Symbol Selector.

3. In the Reports column, select default symbols in the Entities dimensions to use for reports. You can select a symbol by typing the symbol name or by selecting the entity in the hierarchy. Alternatively, you can use the symbol selector.

   For more information, see Using the Symbol Selector.

4. Click OK. Your specified default symbols are now automatically selected for tabs saved in the workspace layout and symbol selectors in the related categories.

Using the Symbol Selector

Any input field with the Search icon to its right indicates that you can use the Symbol Selector to search for and select one or more symbols for that field.

Note: In the Longview Add-In for Office, you can double-click worksheet cells that contain an LVSYMBOLSELECTOR function (usually indicated by a yellow background) to open the Symbol Selector dialog.

You can also select symbols for these fields using look-ahead functionality. Type the first character of the name of the symbol that you wish to select. A drop-down list appears below the symbol field, containing the symbols whose first character matches the character entered. Select the symbol you want to use, or further narrow down the list by typing more characters. You can press F3 to find and highlight the next instance in the hierarchy.

Note: Look-ahead functionality is not available for fields in the Longview Add-In for Office or for Data Import Apps in Longview Designer.

To use the Symbol Selector, follow these steps:

1. Click the Search icon (if you are using the Longview Add-In for Office with a worksheet cell that contains an LVSYMBOLSELECTOR function, double-click the cell). The Symbol Selector dialog opens.
2. Navigate to the symbol in the hierarchy that you want to add and click it. The Add icon appears to the left of the symbol.
3. Click the Add icon. The selected symbol appears in the Selected Symbols list.

The Add icon is unavailable because the symbol has already been selected. However, the Add icon can also be unavailable for the following reasons:

• The maximum number of symbols have been selected. In this case, Add icons are unavailable for all symbols.
• The symbol type (parent, leaf, or read-only) is not allowed to be selected, as set in the Symbol Selector definition.

To remove a symbol from the Selected Symbols list,

1. Click the Remove icon to the left of the symbol name.

   Note: To navigate to a symbol in the hierarchy, click the symbol in the Selected Symbols list.

2. When you are finished selecting the required symbols, click OK.
   The selected symbols appear in the input field or the worksheet cell.

   Note: Depending on where the input field is located, or how the LVSYMBOLSELECTOR function was set up in the Longview Add-In for Office, you may be able to select multiple symbols in the Symbol Selector, or one symbol only.

Searching using the Symbol Selector

You can also use the Symbol Selector dialog to search the hierarchy for symbols. Select symbols from the list of search results.

To search for symbols, follow these steps:

1. Click the Search icon (if you are using the Longview Add-In for Office with a worksheet cell that contains an LVSYMBOLSELECTOR function, double-click the cell). The Symbol Selector dialog opens.
2. Use the search list at the top right of the Symbol Selector dialog to select one of the following options:
   • Search Symbol Names
   • Search Symbol Descriptions
   • Search Names and Descriptions (this is the default)
3. Begin typing the characters you want to search for into the search field. The dialog automatically switches to the Search Results tab and the symbols that match your search appear in a list. Continue entering text to narrow down the number of search results returned.

   Note: After text is entered in the search field, the Symbol Selector automatically navigates to the first search result symbol in the hierarchy. As in the Selected Symbols tab, click a symbol in the Search Results list to automatically navigate to that symbol in the hierarchy.

   If the same symbol appears in multiple hierarchies, that symbol displays multiple times in the Search Results list, one match per hierarchy. Use the Parent and Root columns to differentiate between the multiple occurrences.

4. Click the Add icon beside the symbol in the Search Results list that you want to select. The dialog switches to the Selected Symbols tab, and the symbol is added to the Selected Symbols list.

   Note: You can also add symbols by clicking the Add icon beside the symbol in the hierarchy. Depending on where the input field is located, or how the LVSYMBOLSELECTOR function was set up in the Longview Add-In for Office, you may be able to select multiple symbols in the Symbol Selector, or one symbol only.

5. Click the Search Results tab to return to the Search Results list. Repeat step 4 for each symbol that you want to add.

   Note: Click the X button to the right of the search field to clear the search field and the Search Results list.

   In the Search Results list, the Add icon is unavailable for symbols that have already been added.

6. Once you have finished selecting the required symbols, click OK. The selected symbols appear in the input field or the worksheet cell.