Framework:Navigation Actions: Difference between revisions

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[[image:Fw_action Agg mask.jpg|thumb|center|Framework, Navigation designer, action – Agg mask]]
[[image:Fw_action Agg mask.jpg|thumb|center|Framework, Navigation designer, action – Agg mask]]


If Agg mask is selected as action, a combination list field with all available aggregate masks will appear in the field below. This command opens the selected mask.
If Agg mask is selected as action, a combination list field with all available aggregationsmasks will appear in the field below. This command opens the selected mask.  
 
==Report==
[[image:Fw_action report.jpg|thumb|center|Framework, Navigation designer, action – report]]
 
If report is selected as action, a combination list field with all available report servers appears in the field below. After having chosen a server, all available reports are displayed. This command opens the selected report.
 
==Report==
[[image:Fw_action report1.jpg|thumb|center|Framework, Navigation designer, action – report]]
 
If report is selected as action, a combination list field with all available reports will appear in the field below. This command opens the selected report in the set mode. RunMode means that the report will be opened again, Designmode means that the report is opened in the Report Designer. The selection at “Render while opening” causes the report to be immediately updated after the opening.  


==Dimension==
==Dimension==
Line 50: Line 38:


If macro is selected as action, a combination list field with all available macros appears in the field below. This item starts the selected macro.  
If macro is selected as action, a combination list field with all available macros appears in the field below. This item starts the selected macro.  
==Mask==
If mask is selected as action, a combination list field with all available masks appears in the field below. This item starts the selected mask.
==Matrix Builder input mask==
If 'Matrix Builder input mask' is selected as action, a combination list field with all available input masks appears in the field below. This item starts the selected mask.


==Others==
==Others==
Line 59: Line 55:
The following commands are available:
The following commands are available:


'''Close all windows'''
===Authentication===


All open masks and designers in the working area are closed. This command corresponds to the same command from the CoPlanner menu.  
Opens the CoPlanner [[Enterprise_Edition:First_Steps#Starting_CoPlanner_Enterprise_Edition|login window]].


'''Application properties'''
===BI-Center===


Opens the designer for application properties. It is recommended to select “Work” as the start area.  
Opens the [[Framework:BI_Center|BI-Center]].


'''User administration'''
===BrowserWindow===
 
Opens the user administration. It is recommended to select “Work” as the start area.
 
'''Browser window'''


Opens the Internet Explorer in the CoPlanner. Please enter the desired URL in the “Enter parameters manually” line.
Opens the Internet Explorer in the CoPlanner. Please enter the desired URL in the “Enter parameters manually” line.
Line 79: Line 71:
In addition you may also enter CopNav actions. A detailed description of a CopNav action can be found in the “Link” entry.  
In addition you may also enter CopNav actions. A detailed description of a CopNav action can be found in the “Link” entry.  


'''CheckALL_Form'''
Within the link you also can define a macro with or without a context, which will be executed by closing the windows.


Opens the check routine.
<nowiki>https://localhost:4443/coplanner/mss/?SessionID=@Session_ID@&FormName=samplemask&MacroOnClose=mkr_toexecute&contextname=contexttext</nowiki>
 
 
===Close active window===
 
The active window in the working area is closed.


'''Delete ClientCache '''
===Close all windows===


In order to optimize the operation of the CoPlanner, the ClientCache remembers information that has been entered, such as the structure of dimensions, etc. If at a later point of time changes are made at the server, a ClientCache may no longer be up to date. The present function is used to explicitly empty the cache.  
All open masks and designers in the working area are closed. This command corresponds to the same command from the CoPlanner menu.  


'''CloseProgram'''
===Close Application===


Closes the CoPlanner Client.
Closes the CoPlanner Client.


'''ExecuteServerCommand'''
===CopAddOn===
 
Starts server commands directly at the server. A selection of the available commands appears as acombination list field in the cell below.
[[image:Fw_action ExecuteServerCommand setting.jpg|thumb|center|Framework, Navigation designer, action – ExecuteServerCommand setting]]


Server commands:
Executes a CoAddOn.
{|  cellspacing="1" cellpadding="3" width={{{breite|80%}}}  border="1"
|-
| style=background-color:#f6f6f6 |'''Command'''
| style=background-color:#f6f6f6 |'''Description'''
|-
| OBJ_DBDOKU_CREATEVIEWS
| Creates the corresponding views for the CoPlanner tables
|-
| OBJ_BACKUP_DATABASE
| Creates a database backup on the SQL server
|-
| OBJ_OLAP_PROCESS_ALL
| Prepares all the Cubes of the Olap database
|-
| OBJ_SERVER_RESTART
| The data and the ALU (arithmetic and logic unit) are reloaded onto the server. This command requires a new connection of the clients.
|-
| OBJ_SYNC_DATABASE
| All data changes are applied (stored) at the SQL server Only then new commands will be executed.
|-
| OBJ_MAKRO_FINISH_CALC
| All calculations will be completed before the next Client instruction.
|}


'''ExcelEmbedded'''
===ElementSelection===


Allows to open excel files – that have been created with the excel client – within the CoPlanner. Enter a path relative from the client directory in order to open an excel file. The CoPlanner automatically starts the Excel-AddIn and passes on the login of the Windows Client accordingly. NOTE: This option only works if Excel-Addln is also installed on the client computer.  
This Navaction offers the possibility of a filter selection in the status bar. This allows predefining a filter selection and masks with a FKT_GetRecord function in "[[Framework:BI_Center:Input_Mask_-_Dimension_properties|SpecialDefinition]]" if the general mask settings open with this filter setting.<br>
In the following example the filter "Products" is shown in the status bar. This setting will be used in an input mask and the product filter is set to this selection.


'''GenerateDefaultTimeDimension'''
[[image:Fw_Filter_in_Statusleiste.png|thumb|center|Framework, Filter in status bar]]


Opens the wizard for the time dimension creation.  
A click opens the filter selection.


'''Link'''
[[image:Fw_Filterauswahl_in_Statusleiste.png|thumb|center|Framework, Filter selection in status bar]]


Opens a CoPlanner Link
The macro "" requires following entry:br>
Command syntax:
<center>Produkte:=lastselected;Macro:=closeWindow_mkr</center>
<center>cop://name=Name & aktion=Aktion & p1=Parameter 1 & p2=Parameter 2 & p3=Parameter 3 & p4=Parameter 4 & bild=Bild.ico & frmlocation=Work & info=information text</center>


Description of the individual parameters:
[[image:Fw_Makro_autoexec.png|thumb|center|Framework, Macro autoexec]]


{|  cellspacing="1" cellpadding="3" width={{{breite|80%}}} border="1"
Following parameters are available:<br>
<center>Products:=lastselected;PC/KST:=@MyDefaultPC@;Types of Revenues:=2;Macro:=closeWindow_mkr</center>
<br>
{|  class="wikitable" width={{{breite|80%}}}
|- {{Tabellentitel}}
| Parameter
| Description
|-
|-
| style=background-color:#f6f6f6 |'''Parameter'''
| Products:=lastselected;
| style=background-color:#f6f6f6 |'''Beschreibung'''
| The latest selected element of the dimension "Products" will be shown.
| style=background-color:#f6f6f6 |'''Optional'''
|-
|-
| Name
| PC/KST:=@MyDefaultPC@;
| The name which is displayed in the tool window
| The element, stored in the session variable "@MyDefaultPC@" of the dimension "PC/KST" will be shown.
| No
|-
|-
| Action
| Types of Revenues:=2;
| The name of the action to be carried out
| The element with the COPSYS_IS 2 of the dimension "Types of revenues" will be shown.
| No
|-
|-
| Parameter 1
| Macro:=closeWindow_mkr
| The first of four string parameters for a more detailed command instruction
| This macro will be executed if the filter in the status bar changed.
| No
|-
| Parameter 2
| The second of four string parameters for a more detailed command instruction
| No
|-
| Parameter 3
| The third of four string parameters for a more detailed command instruction
| No
|-
| Parameter 4
| The fourth of four string parameters for a more detailed command instruction
| No
|-
| Image
| The name of an icon to be used, incl. extension
| Yes
|-
| Frmlocation
| Starting area in which the window ought to open. 
Possible values
:*Work: The window opens in the client area of the CoPlanner
:*Structure: The window opens in the left side of the page of the CoPlanner Yes
|-
| Info
| Information text which currently is not yet used.
| Yes
|-
| System definition
| Name of the MaskSkins which is to be used for the depiction of the mask.
| Yes
|}
|}


The selected element of the parameter "lastselected" will be written in the table tb_SessionParameters. The macro "closeWindow_mkr" will be executed after a changing of the filter in the status bar and all windows will be closed.


{| {{Bausteindesign1}}
[[image:Fw_tb_SessionParameters.png|thumb|center|Framework, Table"tb_SessionParameters"]]
|-
| <span style="color: darkblue;">'''Hint'''</span> &nbsp;As of the cop:// the sequence of the parameters does not play any role.
|}


Requirement: The system table tb_SessionParameters has to be available (please ask your consultant).


Examples:
In the input mask you have to create following entry in "[[Framework:BI_Center:Input_Mask_-_Dimension_properties|SpecialDefinition]]" of the general settings.
<center>FKT_GetRecord(tb_SessionParameters.Value, COP_SESSION_ID != @Session_ID@, Name != 'Products')</center>


Opening the products dimension via a Cop link:
Important: If you use the filter in one of the mask you have to mark it as read-only.


<center>cop://name=Produkte & aktion=Dimension & p1=Produkte & p2= & p3= & p4= & bild=Dimension.ico & frmlocation=Work & info= </center>


or (without the optional parameters)
===ExcelEmbedded===


<center>cop://name=Produkte & aktion=Dimension & p1=Produkte & p2 = & p3= & p4= </center>
Allows to open excel files – that have been created with the excel client – within the CoPlanner. Enter a path relative from the client directory in order to open an excel file. The CoPlanner automatically starts the Excel-AddIn and passes on the login of the Windows Client accordingly. NOTE: This option only works if Excel-Addln is also installed on the client computer.


Opening of an Agg mask:
===ExecuteServerCommand===


<center>cop://name=Umsatzerloese_AggMaske_PLAN & aktion=AggMaske & p1= Umsatzerloese_AggMaske_PLAN & p2=RunMode & p3= & p4= & frmlocation=Work</center>
Starts server commands directly at the server. A selection of the available commands appears as acombination list field in the cell below.  
 
Opening of a table:
 
<center>cop://name=Umsatzerlöse_Plan & aktion=Tabelle & p1=Umsatzerloese_Jahr_PLAN & p2=MITDEFINITIONSTARTEN & p3=Umsatzerloese_Jahr_msk_PLAN & p4= & frmlocation=Work</center>
 
'''NavDesign'''
 
Opens the navigation designer.
 
'''NavStruktur'''
 
Opens the navigation structure.
 
'''ObVerwaltung'''
 
Opens the object management.
 
'''Scenario manager'''
 
Opens the scenario manager
 
'''ShowFormulaRelations'''
 
Opens the formula overview.
 
==Subset==
   
   
Abbildung 217: Navigationsdesigner, Aktion - Subset
[[image:Fw_action ExecuteServerCommand setting.jpg|thumb|center|Framework, Navigation designer, action – ExecuteServerCommand setting]]
Figure 217: Navigation designer, action - subset
If subset is selected as an action, a combination list field with all available subsets appears in the field below. This command opens the subset designer with the selected subset.
Table
Abbildung 218: Navigationsdesigner, Aktion - Tabelle
Figure 218: Navigation designer, action - table
If table is selected as an action, a combination list field with all available tables appears in the field below. If “Start with definition” is selected as start option, all mask objects continue to be displayed. Here you select the mask for the table. Without definition the table is opened in “CopSpy”. With default definition means that the table will be opened with the mask which has been defined as the default mask for the table.
AnalyzeObject
Figure 219: Navigation designer, action - AnalyzeObject
If AnalyzeObject is selected as action, a combination list field with all available AnalyzeObjects appears in the field below. This command opens the selected Analy¬zeObject.
AnalyzeGrid
Figure 220: Navigation designer, action - AnalyzeGrid
If AnalyzeGrid is selected as action, a combination list field will appear below with all the available AnalyzeGrids. This command opens the selected AnalyzeGrid.


 
Server commands:
 
{|  class="wikitable" width={{{breite|80%}}}
 
|- {{Tabellentitel}}
 
| Parameter
 
| Description
 
 
 
 
 
 
 
 
 
 
 
Wird als Aktion Aggmaske selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit alles verfügbaren [[Framework:Aggregationsmaske:Einf%C3%BChrung|Aggregationsmasken]]. Dieser Befehl öffnet die selektierte Maske.
 
==Report==
 
[[image:Fw_Navigationsaktion Aktion Report.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Report]]
 
Wird als Aktion Report selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen zur Verfügung stehenden Berichtsservern. Nach der Auswahl eines Servers werden alle verfügbaren Berichte angezeigt. Dieser Befehl öffnet den selektierten Bericht.
 
==Bericht==
 
[[image:Fw_Navigationsaktion Aktion Bericht.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Bericht]]
 
Wird als Aktion Bericht selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren Berichten. Dieser Befehl öffnet den selektierten Bericht im eingestellten Modus. RunMode bedeutet den Bericht normal öffnen, Designmode bedeutet das Öffnen des Berichts im Report Designer. Die Auswahl beim Öffnen rendern bewirkt, dass der Bericht nach dem Öffnen sofort aktualisiert wird.
 
==Dimension==
 
[[image:Fw_Navigationsaktion Aktion Dimension.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Dimension]]
 
Wird als Aktion Dimension selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren Dimensionen. Dieser Befehl öffnet die Dimensionswartung mit der selektierten Dimension.
 
==Formel==
 
[[image:Fw_Navigationsaktion Aktion Formel.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Formel]]
 
Wird als Aktion Formel selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren [[Framework:Formeln|Formeln]]. Dieser Punkt startet die selektierte [[Framework:Formeln|Formel]].
 
==Import==
 
[[image:Fw_Navigationsaktion Aktion Import.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Import]]
 
Wird als Aktion Import selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren [[Framework:Importe|Importen]]. Dieser Punkt startet den selektierten [[Framework:Importe|Import]].
 
==Makro==
 
[[image:Fw_Navigationsaktion Aktion Makro.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Makro]]
 
Wird als Aktion Makro selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren [[Framework:Makros|Makros]]. Dieser Punkt startet das selektierte [[Framework:Makros|Makro]].
 
==Sonstige==
 
[[image:Fw_Navigationsaktion Aktion Sonstige.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Sonstige]]
 
Wird als Aktion Sonstige selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren Designer/Admin Tools. Dieser Punkt öffnet den selektierten Designer.
 
Folgende Befehle stehen zur Verfügung:
 
'''Alle Fenster schließen'''
 
Es werden alle im Arbeitsbereich geöffneten Masken und Designer geschlossen. Dieser Be-fehl entspricht dem gleichlautenden Befehl aus dem CoPlanner Menü.
 
'''Anwendungseigenschaften'''
 
Öffnet den Designer für [[Framework:Anwendungseigenschaften|Anwendungseigenschaften]]. Hier ist zu empfehlen, als Startbereich „Work“ auszuwählen.
 
'''Benutzerverwaltung'''
 
Öffnet die [[Framework:Benutzerverwaltung_/_Security|Benutzerverwaltung]]. Hier ist zu empfehlen, als Startbereich „Work“ auszuwählen.
 
'''Browserwindow'''
 
Öffnet den Internet Explorer im CoPlanner. In der Zeile „Parameter händisch eintragen“ geben Sie die gewünschte URL ein.
 
[[image:Fw_Navigationsaktion Einstellung Browserwindow.jpg|thumb|center|Framework, Navigationsaktion, Einstellung Browserwindow]]
 
Zusätzlich können auch CopNav Aktionen eingetragen werden. Eine genaue Beschreibung einer CopNav Aktion finden Sie beim Eintrag „Link“.
 
'''CheckALL_Form'''
 
Öffnet die Checkroutine.
 
'''ClientCache löschen'''
 
Um den Betrieb des CoPlanner zu optimieren, merkt sich der ClientCache einmal eingelesene Information wie etwa den Aufbau von Dimensionen etc. Werden dann serverseitig Veränderungen vorgenommen, kann ein ClientCache an Aktualität verlieren. Um ihn explizit zu leeren, wird diese Funktion verwendet.
 
'''CloseProgram'''
 
Beendet den CoPlanner Client.
 
'''ExecuteServerCommand'''
 
Startet Serverbefehle direkt am Server. Eine Auswahl der zur Verfügung stehenden erscheint als Kombinationslistenfeld in der Zelle darunter
 
[[image:Fw_Navigationsaktion Einstellung ExecuteServerCommand.jpg|thumb|center|Framework, Navigationsaktion, Einstellung ExecuteServerCommand]]
 
Serverbefehle
 
{|  cellspacing="1" cellpadding="3" width={{{breite|80%}}} border="1"
|-
| style=background-color:#f6f6f6 |'''Befehl'''
| style=background-color:#f6f6f6 |'''Beschreibung
|-
|-
| OBJ_DBDOKU_CREATEVIEWS
| OBJ_DBDOKU_CREATEVIEWS
| Erstellt zu den CoPlanner Tabellen die dazugehörenden Sichten
| Creates the corresponding views for the CoPlanner tables
|-
|-
| OBJ_BACKUP_DATABASE
| OBJ_BACKUP_DATABASE
| Erstellt ein Datenbank Backupauf dem SQL Server
| Creates a database backup on the SQL server
|-
|-
| OBJ_OLAP_PROCESS_ALL
| OBJ_OLAP_PROCESS_ALL
| Bereitet alle Cubes der Olap-Datenbank auf
| Prepares all the Cubes of the Olap database
|-
|-
| OBJ_SERVER_RESTART
| OBJ_SERVER_RESTART
| Am Server werden die Daten und das Rechenwerk neu gela-den. Dieser Befehlt erfordert ein neu Verbinden der Clients
| The data and the ALU (arithmetic and logic unit) are reloaded onto the server. This command requires a new connection of the clients.  
|-
|-
| OBJ_SYNC_DATABASE
| OBJ_SYNC_DATABASE
| Alle Datenänderungen werden am SQL-Server übernommen (gespeichert). Erst danach werden neue Kommandos ausgeführt.
| All data changes are applied (stored) at the SQL server Only then new commands will be executed.  
|-
|-
| OBJ_MAKRO_FINISH_CALC
| OBJ_MAKRO_FINISH_CALC
| Sämtliche Berechnungen werden vor einer neuen Anweisung eines Clients abgeschlossen
| All calculations will be completed before the next Client instruction.
|}
|}


'''ExcelEmbedded'''
===FileUpAndDownload===


Erlaubt das Öffnen von mit dem Excel-Client erstellten Excel-Dateien innerhalb des CoPlanner. Geben Sie hier einen Pfad relativ vom Client-Verzeichnis an, um eine Excel-Datei zu öffnen. CoPlanner startet das Excel-AddIn automatisch und reicht die Anmeldung des Windows Clients entsprechend weiter. ACHTUNG, diese Option funktioniert nur, wenn auf den Client-Rechner auch das Excel-AddIn installiert ist.
[[image:EE_Navigationsdesigner_FileUpDownload_en.png|thumb|center|Framework, Navigation designer, FileUpAndDownload]]


'''GenerateDefaultTimeDimension'''
Opens the dialog for file administration for the specified path in the server directory. If you enter ''ReadOnly'' in the input field ''Special'' the upload of files in the dialog for file administration is disabled.


Öffnet den Assistenten für die Zeitdimensionserstellung.
[[image:EE_DokumentenverwaltungDialog_en.png|thumb|center|Framework, Navigation Actions, dialog for file administration]]


'''Link'''
===Formula Overview===


Öffnet einen CoPlanner-Link
Opens the formula overview.
Befehlssyntax:
cop://name=Name & aktion=Aktion & p1=Parameter 1 & p2=Parameter 2 & p3=Parameter 3 & p4=Parameter 4 & bild=Bild.ico & frmlocation=Work & info=Informationstext
Beschreibung der einzelnen Parameter:


{|  cellspacing="1" cellpadding="3" width={{{breite|80%}}}  border="1"
===Link===
|-
| style=background-color:#f6f6f6 |'''Parameter'''
| style=background-color:#f6f6f6 |'''Beschreibung'''
| style=background-color:#f6f6f6 |'''Optional'''
|-
| Name
| Der Name, welcher im Tool Fenster angezeigt wird
| Nein
|-
| Aktion:
| Der Name der auszuführenden Aktion
| Nein
|-
| Parameter 1:
| Der 1 von 4 String Parametern zur genaueren Befehlsübergabe
| Nein
|-
| Parameter 2:
| Der 2 von 4 String Parametern zur genaueren Befehlsübergabe
| Nein
|-
| Parameter 3:
| Der 3 von 4 String Parametern zur genaueren Befehlsübergabe
| Nein
|-
| Parameter 4:
| Der 4 von 4 String Parametern zur genaueren Befehlsübergabe
| Nein
|-
| Bild:
| Der Name eines zu verwendenden Icons inkl. Extension
| Ja
|-
| Frmlocation:
| Startbereich, in welchem sich das Fenster öffnen soll.
Mögliche Werte
:*Work: Das Fenster öffnet sich im Clientbereich des CoPlanners
:*Struktur: Das Fenster öffnet sich im linken Seitenbereich des CoPlanners
| Ja
|-
| Info:
| Ein Informationstext, der zurzeit noch nicht verwendet wird
| Ja
|-
| Systemdefinition:
| Name des MaskSkins der für die Darstellung der Maske verwendet werden soll
| Ja
|}


Opens the link in a new CoPlanner-window. Following types of links will be supported:


{| {{Bausteindesign1}}
:*[[Enterprise Edition:CoPlanner Link|CoPlanner Links]]
|-
:*links to documents (for example <span {{CoPFormel}}>file:\\Ordner/Beispiel.xls</span>). In that case the subfolder 'Ordner' will be taken automatically from the path to the client directory. The document 'Beispiel.xls' will be opened automatically. You can also insert the full path.
| <span style="color: darkblue;">'''Hinweis'''</span> &nbsp;Die Reihenfolge bei der Angabe der Parameter spielt ab dem cop:// keine Rolle.
:*links to websites (for example <span {{CoPFormel}}>http:\\www.coplanner.com</span>).  
|}


===Navigation Designer===


Beispiele:
Opens the navigation designer.


Öffnen der Produkte Dimension über einen Cop Link:
===NavStructure===


<center>cop://name=Produkte & aktion=Dimension & p1=Produkte & p2= & p3= & p4= & bild=Dimension.ico & frmlocation=Work & info=</center>
Opens the navigation structure.  


oder (ohne die optionalen Parameter)
===ObVerwaltung===


<center>cop://name=Produkte & aktion=Dimension & p1=Produkte & p2 = & p3= & p4= </center>
Opens the object management.


Öffnen einer [[Framework:Aggregationsmaske:Einf%C3%BChrung|Aggregationsmaske]]:
===Subscription Manager===


<center>cop://name=Umsatzerloese_AggMaske_PLAN & aktion=AggMaske & p1= Umsatzerloese_AggMaske_PLAN & p2=RunMode & p3= & p4= & frmlocation=Work</center>
Opens the subscription manager.


Öffnen einer [[Framework:Tabellen|Tabelle]]:
===Time Dimension Creation===


<center>cop://name=Umsatzerlöse_Plan & aktion=Tabelle & p1=Umsatzerloese_Jahr_PLAN & p2=MITDEFINITIONSTARTEN & p3=Umsatzerloese_Jahr_msk_PLAN & p4= & frmlocation=Work</center>
Opens the wizard for the time dimension creation.


'''NavDesign'''
===Workflow Designer===


Öffnet den [[Framework:Navigationsdesigner|Navigationsdesigner]].
Opens the Workfow Manager.


'''NavStruktur'''
===Workflow Sidebar===


Öffnet die Navigationsstruktur.  
Opens the Workfow Sidebar.


'''ObVerwaltung'''
===Application properties===


Öffnet die [[Framework:Objektverwaltung|Objektverwaltung]].
Opens the designer for application properties. It is recommended to select “Work” as the start area.  


'''Szenariomanager'''
===CheckALL_Form===


Öffnet den [[Framework:Szenariomanager|Szenariomanager]]
Opens the check routine.


'''ShowFormulaRelations'''
===Delete ClientCache===


Öffnet die [[Framework:Formel%C3%BCbersicht|Formelübersicht]].
In order to optimize the operation of the CoPlanner, the ClientCache remembers information that has been entered, such as the structure of dimensions, etc. If at a later point of time changes are made at the server, a ClientCache may no longer be up to date. The present function is used to explicitly empty the cache.  


==Subset==
===Scenario manager===


[[image:Fw_Navigationsaktion Aktion Subset.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Subset]]
Opens the scenario manager


Wird als Aktion Subset selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren Subsets. Dieser Befehl öffnet den Subsetdesigner mit dem selektierten Subset.
==PDF Report==
[[image:Fw_action report1.jpg|thumb|center|Framework, Navigation designer, action – report]]


==Tabelle==
If report is selected as action, a combination list field with all available reports will appear in the field below. This command opens the selected report in the set mode. RunMode means that the report will be opened again, Designmode means that the report is opened in the Report Designer. The selection at “Render while opening” causes the report to be immediately updated after the opening.


[[image:Fw_Navigationsaktion Aktion Tabelle.jpg|thumb|center|Framework, Navigationsaktion, Aktion - Tabelle]]
==Program==


Wird als Aktion Tabelle selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren Tabellen. Wird als Startoption mit Definition starten selektiert, so er¬scheinen weiter alle Maskenobjekte. Hier ist die gewünschte Maske für die Tabelle zu selektieren. Ohne Definition bedeutet das Öffnen der Tabelle im „CopSpy“, mit Default Definition bedeutet, dass die Tabelle mit der Maske, die als Defaultmaske für die Tabelle definiert wurde, geöffnet wird.
If 'Program' is selected as action, a combination list field with all available programs appears in the field below. This item starts the selected programm.  


==AnalyzeObject==
==Report==
[[image:Fw_action report.jpg|thumb|center|Framework, Navigation designer, action – report]]
 
If report is selected as action, a combination list field with all available report servers appears in the field below. After having chosen a server, all available reports are displayed. This command opens the selected report.
 
==Subset==
[[image:Fw_action Subset.jpg|thumb|center|Framework, Navigation designer, action – Subset]]


[[image:Fw_Navigationsaktion Aktion AnalyzeObject.jpg|thumb|center|Framework, Navigationsaktion, Aktion - AnalyzeObject]]
If subset is selected as an action, a combination list field with all available subsets appears in the field below. This command opens the subset designer with the selected subset.  


Wird als Aktion AnalyzeObject selektiert, so erscheint im Feld darunter ein Kombinationslis-tenfeld mit allen verfügbaren AnalyzeObjects. Dieser Befehl öffnet das ausgewählte AnalyzeObject.
==Table==
[[image:Fw_action Table.jpg|thumb|center|Framework, Navigation designer, action – Table]]


==AnalyzeGrid==
If table is selected as an action, a combination list field with all available tables appears in the field below. If “Start with definition” is selected as start option, all mask objects continue to be displayed. Here you select the mask for the table. Without definition the table is opened in “CopSpy”. With default definition means that the table will be opened with the mask which has been defined as the default mask for the table.


[[image:Fw_Navigationsaktion Aktion AnalyzeGrid.jpg|thumb|center|Framework, Navigationsaktion, Aktion - AnalyzeGrid]]
==AnalyzeObject==
[[image:Fw_action AnalyzeObject.jpg|thumb|center|Framework, Navigation designer, action – AnalyzeObject]]


Wird als Aktion AnalyzeGrid selektiert, so erscheint im Feld darunter ein Kombinationslistenfeld mit allen verfügbaren AnalyzeGrid. Dieser Befehl öffnet das ausgewählte AnalyzeGrid.
If AnalyzeObject is selected as action, a combination list field with all available AnalyzeObjects appears in the field below. This command opens the selected Analy¬zeObject.


==AnalyzeGrid==
[[image:Fw_action AnalyzeGrid.jpg|thumb|center|Framework, Navigation designer, action – AnalyzeGrid]]


If AnalyzeGrid is selected as action, a combination list field will appear below with all the available AnalyzeGrids. This command opens the selected AnalyzeGrid.




Latest revision as of 11:23, 8 February 2017

The macro designer and the navigation designer offer the following navigation options (“NavActions”). According to the action selected, the fields change after the action field. Up to a maximum of four parameters may appear. The following navigation actions can be chosen from:

No Action

This selection is only available in the navigation designer. No action is carried out.

Agg mask

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Framework, Navigation designer, action – Agg mask

If Agg mask is selected as action, a combination list field with all available aggregationsmasks will appear in the field below. This command opens the selected mask.

Dimension

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Framework, Navigation designer, action – Dimension

If dimension is selected as action, a combination list field with all available dimensions appears in the field below. This command opens the dimension maintenance with the selected dimension.

Formula

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Framework, Navigation designer, action – Formula

If formula is selected as action, a combination list field with all available formulae appears in the field below. This item starts the selected formula.

Import

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Framework, Navigation designer, action – Import

If import is selected as action, a combination list field with all available imports appears in the field below. This item starts the selected import.

Macro

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Framework, Navigation designer, action – Macro

If macro is selected as action, a combination list field with all available macros appears in the field below. This item starts the selected macro.

Mask

If mask is selected as action, a combination list field with all available masks appears in the field below. This item starts the selected mask.

Matrix Builder input mask

If 'Matrix Builder input mask' is selected as action, a combination list field with all available input masks appears in the field below. This item starts the selected mask.

Others

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Framework, Navigation designer, action – Others

If “Others” is selected as action, a combination list field with all available designer/admin tools appears in the field below. This item opens the selected designer.

The following commands are available:

Authentication

Opens the CoPlanner login window.

BI-Center

Opens the BI-Center.

BrowserWindow

Opens the Internet Explorer in the CoPlanner. Please enter the desired URL in the “Enter parameters manually” line.

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Framework, Navigation designer, action – Setting of browser window

In addition you may also enter CopNav actions. A detailed description of a CopNav action can be found in the “Link” entry.

Within the link you also can define a macro with or without a context, which will be executed by closing the windows.

https://localhost:4443/coplanner/mss/?SessionID=@Session_ID@&FormName=samplemask&MacroOnClose=mkr_toexecute&contextname=contexttext


Close active window

The active window in the working area is closed.

Close all windows

All open masks and designers in the working area are closed. This command corresponds to the same command from the CoPlanner menu.

Close Application

Closes the CoPlanner Client.

CopAddOn

Executes a CoAddOn.

ElementSelection

This Navaction offers the possibility of a filter selection in the status bar. This allows predefining a filter selection and masks with a FKT_GetRecord function in "SpecialDefinition" if the general mask settings open with this filter setting.
In the following example the filter "Products" is shown in the status bar. This setting will be used in an input mask and the product filter is set to this selection.

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Framework, Filter in status bar

A click opens the filter selection.

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Framework, Filter selection in status bar

The macro "" requires following entry:br>

Produkte:=lastselected;Macro:=closeWindow_mkr
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Framework, Macro autoexec

Following parameters are available:

Products:=lastselected;PC/KST:=@MyDefaultPC@;Types of Revenues:=2;Macro:=closeWindow_mkr


Parameter Description
Products:=lastselected; The latest selected element of the dimension "Products" will be shown.
PC/KST:=@MyDefaultPC@; The element, stored in the session variable "@MyDefaultPC@" of the dimension "PC/KST" will be shown.
Types of Revenues:=2; The element with the COPSYS_IS 2 of the dimension "Types of revenues" will be shown.
Macro:=closeWindow_mkr This macro will be executed if the filter in the status bar changed.

The selected element of the parameter "lastselected" will be written in the table tb_SessionParameters. The macro "closeWindow_mkr" will be executed after a changing of the filter in the status bar and all windows will be closed.

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Framework, Table"tb_SessionParameters"

Requirement: The system table tb_SessionParameters has to be available (please ask your consultant).

In the input mask you have to create following entry in "SpecialDefinition" of the general settings.

FKT_GetRecord(tb_SessionParameters.Value, COP_SESSION_ID != @Session_ID@, Name != 'Products')

Important: If you use the filter in one of the mask you have to mark it as read-only.


ExcelEmbedded

Allows to open excel files – that have been created with the excel client – within the CoPlanner. Enter a path relative from the client directory in order to open an excel file. The CoPlanner automatically starts the Excel-AddIn and passes on the login of the Windows Client accordingly. NOTE: This option only works if Excel-Addln is also installed on the client computer.

ExecuteServerCommand

Starts server commands directly at the server. A selection of the available commands appears as acombination list field in the cell below.

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Framework, Navigation designer, action – ExecuteServerCommand setting

Server commands:

Parameter Description
OBJ_DBDOKU_CREATEVIEWS Creates the corresponding views for the CoPlanner tables
OBJ_BACKUP_DATABASE Creates a database backup on the SQL server
OBJ_OLAP_PROCESS_ALL Prepares all the Cubes of the Olap database
OBJ_SERVER_RESTART The data and the ALU (arithmetic and logic unit) are reloaded onto the server. This command requires a new connection of the clients.
OBJ_SYNC_DATABASE All data changes are applied (stored) at the SQL server Only then new commands will be executed.
OBJ_MAKRO_FINISH_CALC All calculations will be completed before the next Client instruction.

FileUpAndDownload

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Framework, Navigation designer, FileUpAndDownload

Opens the dialog for file administration for the specified path in the server directory. If you enter ReadOnly in the input field Special the upload of files in the dialog for file administration is disabled.

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Framework, Navigation Actions, dialog for file administration

Formula Overview

Opens the formula overview.

Link

Opens the link in a new CoPlanner-window. Following types of links will be supported:

  • CoPlanner Links
  • links to documents (for example file:\\Ordner/Beispiel.xls). In that case the subfolder 'Ordner' will be taken automatically from the path to the client directory. The document 'Beispiel.xls' will be opened automatically. You can also insert the full path.
  • links to websites (for example http:\\www.coplanner.com).

Navigation Designer

Opens the navigation designer.

NavStructure

Opens the navigation structure.

ObVerwaltung

Opens the object management.

Subscription Manager

Opens the subscription manager.

Time Dimension Creation

Opens the wizard for the time dimension creation.

Workflow Designer

Opens the Workfow Manager.

Workflow Sidebar

Opens the Workfow Sidebar.

Application properties

Opens the designer for application properties. It is recommended to select “Work” as the start area.

CheckALL_Form

Opens the check routine.

Delete ClientCache

In order to optimize the operation of the CoPlanner, the ClientCache remembers information that has been entered, such as the structure of dimensions, etc. If at a later point of time changes are made at the server, a ClientCache may no longer be up to date. The present function is used to explicitly empty the cache.

Scenario manager

Opens the scenario manager

PDF Report

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Framework, Navigation designer, action – report

If report is selected as action, a combination list field with all available reports will appear in the field below. This command opens the selected report in the set mode. RunMode means that the report will be opened again, Designmode means that the report is opened in the Report Designer. The selection at “Render while opening” causes the report to be immediately updated after the opening.

Program

If 'Program' is selected as action, a combination list field with all available programs appears in the field below. This item starts the selected programm.

Report

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Framework, Navigation designer, action – report

If report is selected as action, a combination list field with all available report servers appears in the field below. After having chosen a server, all available reports are displayed. This command opens the selected report.

Subset

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Framework, Navigation designer, action – Subset

If subset is selected as an action, a combination list field with all available subsets appears in the field below. This command opens the subset designer with the selected subset.

Table

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Framework, Navigation designer, action – Table

If table is selected as an action, a combination list field with all available tables appears in the field below. If “Start with definition” is selected as start option, all mask objects continue to be displayed. Here you select the mask for the table. Without definition the table is opened in “CopSpy”. With default definition means that the table will be opened with the mask which has been defined as the default mask for the table.

AnalyzeObject

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Framework, Navigation designer, action – AnalyzeObject

If AnalyzeObject is selected as action, a combination list field with all available AnalyzeObjects appears in the field below. This command opens the selected Analy¬zeObject.

AnalyzeGrid

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Framework, Navigation designer, action – AnalyzeGrid

If AnalyzeGrid is selected as action, a combination list field will appear below with all the available AnalyzeGrids. This command opens the selected AnalyzeGrid.

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