Date post: | 20-Oct-2014 |
Category: |
Technology |
View: | 779 times |
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SARATOGA CONFIGURATIONS AND CUSTOMIZATIONSPEUSH UPADHYASENIOR CONSULTANT
Agenda• Configuring Web.config
- DataviewGrid Pagination and Style- Reports Sub-Menu- Log Messages
• Single Input Screen using CDXs- The “Why?”- The “What?”- The “How?”
• Questions2
CONFIGURING WEB.CONFIG
Web.config• A file used by Saratoga Thin Client for configuration
settings• A standard XML Document
– Consists of several Elements: Human Being, appSettings– Open tags: <HumanBeing>, <appSettings>– Close tags: </HumanBeing>, </appSettings>– Comments tag: <!-- Add your comments here -->
• Each configuration setting is called a key• Editing and saving changes causes Saratoga Thin Client
Server to restart4
DataviewGrid Pagination• DataviewGridPagination key
- Specifies maximum number of rows displayed per page
- Modify setting to an optimal value based on- Web-server specifications- Network Throughput- Data
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<appSettings>
<add key="DataviewGridPagination" value="10"/>
</appSettings>
DataviewGrid Pagination• Demo
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DataviewGrid Style• DataviewGridStyle key
- Specifies pagination style for a DataviewGrid
- Available values are:- Default: Standard AJAXScrollPaging style- NextPrevAndNumeric: Page numbers, Next, Previous, First,
and Last links
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<appSettings>
<add key="DataviewGridStyle" value="NextPrevAndNumeric"/>
</appSettings>
DataviewGrid Style• Demo
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Reports Sub-Menu• ReportsSubMenus key
- Specifies single-level or multi-level display for Reports on Navigation bar
- Available values are:- None: Default value. Categories and reports are all displayed
in single-level- Everything: All cateogries are displayed with sub-menus.
Reports in each category are displayed at the second-level- EverythingExceptMyReports
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Reports Sub-Menu• Demo
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Reports Sub-Menu• The width of the first-level menu is set to a default
value in stylesheet.css• To change the width from default value
- Open stylesheet.css from the appropriate App_Themes folder
- Alter the width property in:- .menuContainer td.voice (Reports first-level only)- .menuContainer div.voice (All fly-out menus)
• Stop and restart the Thin Client website
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Reports Sub-Menu• Demo
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Log Messages• Saratoga Thin Client can log messages to:
– Event Viewer (default)– SaratogaCRM.log file
• The following types of messages may be logged:– Error Messages (default)– Warning Messages – Informational Messages– Debugging and Tracing Messages
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Log Messages• TraceLevel key
– Specifies the type of messages to be logged by Sartoga Thin Client
– The allowed values are:
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Value Description
0 Event viewer does not display any messages. 1 Event viewer displays only error-handling messages. 2 Event viewer displays warnings and error-handling messages. 3 Event viewer displays informational messages, warnings, and error-handling
messages. 4 Event viewer displays all messages, including debugging and tracing messages.
Log Messages• To display messages to theSaratogaCRM.log file• Log4NetLoggingMode key
– Set value to “On”• Web.Logger.config file
– Set file location, maximum size, rolling backups, layout
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<appender name="RollingFile" type="log4net.Appender.RollingFileAppender">
<file value="logs\SaratogaCrm.log" />
<appendToFile value="true" />
<maximumFileSize value="1MB" />
<maxSizeRollBackups value="2" />
SINGLE INPUT SCREEN WITH CDXs
The “Why?”
Customers
Call_Summary
Discussion
Products_Discussed
Contacts
Products
Cust_Product
The “Why?”• Visited 1 Customer (Old Dominion)• Attended 2 meetings
– First Meeting (9 AM)• 2 Contact Attendees (Robert Johnson, Galaxy Contact)• 3 Products Discussed (Terracair, Decene, Pink Dishwash)
– Second Meeting (11 AM)• 3 Contact Attendees• 1 Product Discussed
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The “Why?”
Customers
Call_Summary
Discussion
Products_Discussed
Contacts
Products
Cust_Product
The “What?”• Demo
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The “How?”• Add a Single-Input table to the Schema
– Contains keys and other relevant fields from all tables to be displayed and written to.
• Create a Single-Input Dataview• Write CDXs
– .NET Library Assembly that is COM visible (a DLL).– Typically 1 CDX for each user action– Use AveApi.dll to communicate with Saratoga
• Add CDXs to Schema• CDX Buttons to Single-Input Dataview
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The “How?”
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QUESTIONS….