Administration Category

The administration category is divided into folders containing the Apps Publisher, Process Maps Publisher, and the Configure Categories app.

• Apps Publisher: Use the apps publisher to assign which groups can access an app, and which categories an app is assigned to. Assigning an app to a category controls which folder it appears in within the Longview Client navigation pane.
• Process Maps Publisher: Use the process maps publisher to assign which groups can access a process map, and which categories a process map is assigned to. Assigning a process map to a category controls which folder it appears in within the Longview Client navigation pane.
• Configure Categories: Use configure categories to activate and activate standard categories and to configure the folder name of the activated categories. The folder name of the category is used to define the category description and the name of the folder in the navigation pane.

Understanding the Apps Publisher interface

Apps Publisher contains a unique layout to maximize screen space and allow you to view as many apps, user groups, and categories as possible.

Apps Publisher contains an administrative toolbar and is divided into the apps pane, the user groups pane, and the categories pane.

• Administrative toolbar: Apps Publisher includes the Longview Designer administrative toolbar. For more information on buttons on the administrative toolbar, see “Toolbars”.
• Apps pane: The apps pane contains a list of all apps in the system, grouped by app type such as data import apps and Longview Apps. The Longview Apps group contains all Longview Smart Client apps.
• User groups pane: The user groups pane contains a list of all user groups in the system.
• Categories pane: The categories pane contains a list of all categories in the system.

Publishing apps to user groups

Before your app is available for users, you must specify the user group to which the app is available using Apps Publisher. All apps must be published to a user group before users can access them from either Longview Dashboard or Longview Tax.

You can use Apps Publisher to publish all types of apps such as data import apps and Longview Apps.

To publish an app to a user group:

1. Open Longview Designer using the appropriate method.
2. In the Designer navigation pane, click Administration.
3. Click Apps Publisher. Apps Publisher opens in the workspace.
4. In the apps pane, select the app you want to publish to user groups.

   Note: App types for which you do not have the appropriate publishing authorization are not available for modification. Contact your system administrator for more information.

5. In the user groups pane, select the user groups to which you want to publish the app. You must select at least one user group for the app to be available to users. To publish the app to all user groups, use Select All.
6. Click Save. The app is published to the selected user groups.
7. Proceed to Assigning apps to categories.

Assigning apps to categories

You can use Apps Publisher to assign apps to categories. When you assign an app to a category, the app appears listed under the specified category in either Longview Dashboard or Longview Tax so that users can easily view and access apps.

Note: Before you can assign an app to a category, you must first publish the app to at least one user group.

For data import apps, Longview Tax has two preconfigured data import app categories:

Data Imports and Data Imports with Entity Selection. You must assign your data import app to one of these categories so your users can run the data import app.

Note: For data import apps assigned to the Data Imports with Entity Selection category, Longview recommends using the external variable $ENTITIES$ within the data import app.

To assign an app to a category:

1. Open Longview Designer using the appropriate method.
2. In the Designer navigation pane, click Administration.
3. Click Apps Publisher. Apps Publisher opens in the workspace.
4. In the apps pane, select the app you want to assign to categories.
5. In the categories pane, select the category or categories to which you want to assign the app. To assign the app to all categories, use Select All.
6. Click Save. The app is assigned to the selected category or categories.
7. If users access apps from Longview Dashboard, proceed to Displaying apps.

Displaying apps

If users access apps from Longview Dashboard, you need to create a Dashboard link for app so your users can open or run the app.

To create a Dashboard link:

1. In Longview Component Manager, click Longview Dashboard Designer.
2. Open the appropriate Web panel, or create a new one as described in the Longview Dashboard Designer Guide.
3. Add the following code to your panel:
   <a href="Longview.ApplicationSmartClient.application?LongviewWebSID=<%[[WEBVARIABLE,LongviewWebSID]]%>&LongviewWebBridge=<%[[WEBBRIDGE]]%>&LongviewIdentifier=<%[[WEBVARIABLE,LongviewIdentifier]]%>&LongviewApp=AppName&VariableName=Value">Link Text</a>

   where:

   • AppName is the name of the app without the .lvapp extension.
   • VariableName is optional and is the variable to which to pass the value. You can pass more than one parameter to the applications as long as the variable is unique.
   • Value is the value to pass to the related VariableName.

     Note: Values are passed as strings and must use URL encoding if the value contains special characters such as spaces or pipes ( | ). For example, type Canada%7CUSA for Canada|USA.

   • Link Text is the text that you want to appear as the link.

     Example:

     <a href="Longview.ApplicationSmartClient.application?LongviewWebSID=<%[[WEBVARIABLE,LongviewWebSID]]%>&LongviewWebBridge=<%[[WEBBRIDGE]]%>&LongviewIdentifier=<%[[WEBVARIABLE,LongviewIdentifier]]%>&LongviewApp=SalaryPlanning&Entities=Toron to"> Toronto Salary Planning </a>

     Example with special characters:

     <a href="Longview.ApplicationSmartClient.application?LongviewWebSID=<%[[WEBVARIABLE,LongviewWebSID]]%>&LongviewWebBridge=<%[[WEBBRIDGE]]%>&LongviewIdentifier=<%[[WEBVARIABLE,LongviewIdentifier]]%>&LongviewApp=SalaryPlanning&Entities=Canad a%7CUSA"> Toronto Salary Planning </a>
4. Save the panel and assign it to a Dashboard page as described in the Longview Dashboard Designer Guide.
5. Save the page.

Unpublishing apps from user groups

You can use Apps Publisher to unpublish apps from user groups.

Note: If you unpublish an app from all user groups, all category assignments are removed and the app is no longer accessible to users.

To unpublish an app from a group:

1. Open Longview Designer using the appropriate method.
2. In the Designer navigation pane, click Administration.
3. Click Apps Publisher. Apps Publisher opens in the workspace.
4. In the apps pane, select the app you want to unpublish from user groups.
5. In the user groups pane, clear the user groups from which you want the app unpublished.
6. Click Save. The app is unpublished from the indicated user groups.

Removing apps from categories

You can use Apps Publisher to remove apps from categories.

To remove an app from a category:

1. Open Longview Designer using the appropriate method.
2. In the Designer navigation pane, click Administration.
3. Click App Publisher. Apps Publisher opens in the workspace.
4. In the apps pane, select the app you want to remove from categories.
5. In the categories pane, clear the category or categories from which you want to remove the app.
6. Click Save. The app is removed from the indicated category or categories.

Exporting app access to Microsoft Excel

If you have the appropriate authorization, you can use Apps Publisher to export to Microsoft Excel the groups to which apps are published and the categories to which apps are assigned.

To export app access to Microsoft Excel:

1. Open Apps Publisher using the appropriate method.
2. Click Export to Excel. A dialog opens.
3. Specify a name for the export file and click Save. App access is exported to the specified file.

Understanding the Process Maps Publisher Interface

After you have created your process maps, you can make them available for users to run from the Longview Client. Users with the appropriate permissions can use the Process Maps Publisher app to publish process maps to user groups and assign process maps to categories.

Standard toolbar actions are covered in the working with Longview tables section in the Longview Solutions Framework User Guide.

The table includes the following columns:

Publishing process maps to user groups

Before your process map is available for users, you must specify the user group to which the process map will be available using the Process Maps Publisher app. All process maps must be published to a user group before users can access them from the Longview Client.

To publish a process map to a user group:

1. In the Process Maps Publisher table, find the process map you wish to publish.
2. In the ‘Published to Groups’ column, click in the cell and select the ‘...’ button to open the list of available groups.
3. Select the groups you would like to publish the process map to and click OK. The list of groups selected will display as a pipe delimited list within the cell.

   Note: You can also key in the user group list as a pipe delimited list into the cell directly. Alternatively, you can copy and paste the user group list from another cell in the table.

4. Click Apply. The process map is published to the selected user groups.

Assigning process maps to categories

You can use the Process Maps Publisher app to assign process maps to categories. When you assign a process map to a category, the process map appears listed under the specified category in the Longview Client so that users can easily view and access process maps.

Note: Before you can assign a process map to a category, you must first publish the process map to at least one user group.

To assign a process map to a category:

1. In the Process Maps Publisher table, find the process map you wish to assign to categories.
2. In the ‘Assigned to Categories’ column, click in the cell and select the ‘...’ button to open the list of available categories

   Note: Only activated process map categories will be available for assignment.

3. Select the categories that you would like to assign the process map to and click OK. The list of categories selected will display as a pipe delimited list within the cell.

   Note: You can also key in the category list as a pipe delimited list into the cell directly. Alternatively, you can copy and paste the category list from another cell in the table.

4. Click Apply. The process map is assigned to the selected categories.

Unpublishing process maps from user groups

You can use the Process Maps Publisher to unpublish a process map from a user group so they can no longer access it from the Longview Client.

To unpublish a process map:

1. In the Process Maps Publisher table, find the process map you wish to unpublish. 
2. In the ‘Published to Groups’ column, click in the cell and select the ‘...’ button to open the list of available groups.
3. Uncheck the groups that you would like to unpublish the process map from and click OK. The list of remaining selected groups will display as a pipe delimited list within the cell.

   Note: If all groups have been de-selected, all assigned categories will also be removed as you cannot have a process map assigned to a category without being published to a group.
   If all groups have been de-selected, any process map that includes a step linking to the unpublished process map will be edited to remove the process map link.

4. Click Apply. The process map is unpublished from all deselected user groups.

Removing process maps from categories

You can use Process Maps Publisher to remove process maps from categories.

To remove a process map from a category:

1. In the Process Maps Publisher table, find the process map you wish to remove from a category.
2. In the Assigned to Categories column, click in the cell, and select the ‘...’ button to open the list of available categories.
3. De-select the categories that you would like to remove the process map from and click OK. The list of remaining categories selected will display as a pipe delimited list within the cell.
4. Click Apply. The process map is removed from all deselected categories.

Understanding the Configure Categories Interface

Configure Catgeories allows you to customize the standard folders provide din the Longview Client navigation pane. Depending on your implementation the configure categories table will appear with:

• A combination of the Consolidate tab and the Budget and Forecast tabs.
• A combination of Tax Provision, Task Management, Global Transparency, Tax Planning and Longview Transfer Pricing

Note: Any changes made to existing categories will not be reflected until the navigation pane is refreshed.

Each of the tabs works in the same way, but configures different folders within the Longview client.

Standard toolbar actions are covered in the working with Longview tables section in the Longview Solutions Framework User Guide.

The table includes the following columns:

To activate a category:

1. Check the Active column.
2. Enter a description for the folder (mandatory).
3. Select the symbol selection type (mandatory).
4. Click Apply.

The category will be added to the list of publish categories available, and the related system attributes will be updated. The folder will appear in the client navigation once a process map, app or report is published to that category.

To deactivate a category:

1. Open Longview Analysis and Reporting.
2. Click on the Categories tab.
3. Select the category to deactivate.
4. Press the Delete key.

Note: You will only be able to delete a category that has no reports, process maps or apps published to it.