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Appendices – End User Guide
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ExtraView 24
End User Guide
Introduction
Getting Started
ExtraView Functional Highlights
User Sign On Screen
Standard Interface
Navigation Bar
Home Page
Mobile Interface
The Navigation Menu
Adding & Updating Issues – Mobile
Workspace Interface
Navigation Bar
Drag-and-Drop
Global Filters
Managing Issues
Field Types
Allowed Values
Adding an Issue
Editing an Issue
Sending Email
Viewing Issue History
Relationship Groups
Attachments
Cloning an Issue
Deleting an Issue
Mass Deleting of Issues
Importing Issues from an Add or Edit Screen
Mass Updating of Issues
Email Notifications
Turn Notification On & Off
Notify On Own Updates
Select Email Format
Email Options
Email Interest Lists
Custom Email
Querying
Query Filters
Quicklist Reports
Detailed Reports
Output & Query Options
Keyword Searching
Expanded Queries
Reporting
Report Types
Admin Reports for End Users
Aging Reports
Calendar Reports
Charts
Pie Charts
Bar Charts
Stacked Bar Charts
Line Charts
Area Charts
Control Charts
Pareto Charts
Column Reports
Transposing Rows/Columns
Service Level Agreement Reporting
Ranking Reports
Merging Data with Microsoft Word Templates
Custom URL Reports
Dashboard Reports
Geospatial Reports
History Reports
Matrix Reports
Planning Reports
Report Layouts / Container Reports
Single Group By Layouts
Double Group By Layouts
Column Reports as Layouts
Charts as Layouts
Creating the Container Report
Summary Reports
Taskboard Reports
Treegrid Reports
Common Report Functions
Adding Issues from Report Output
Additional Runtime Options
Conditional Formatting of Results
Creating New Reports & Output Options
Document Repository
Editing Reports from Report Output
Filter Report Fields
Hierarchical Reporting
Historic Point-in-Time Reports
List Values with Associated Images
Merging Data with Microsoft Excel Files
Report Definitions
Report Filters
Complex Filters
Report Folders
Saved Filters
Saving Reports
Scheduling Reports
Sharing Reports
User Groups
Personal & Shared Reports
Quickedit Mode – Direct Inline Editing
Calculated Fields
Date Fields as Filters
Cloning Issues from a Report
Sorting Report Result Columns
Security Permissions and Reporting
Reports with Repeating Rows
Managing your Personal Options
External User Directories
ExtraView Help
Appendices – End User Guide
Date Masks
The HTML Area Utility
Administration Guide
Key Concepts
Installation & Configuration
Defining Your Process
Customizable User Interface
Users
User Roles and Security
Business Areas
Queries
Reports
Fixed Names & Screen Titles
Data Dictionary
Design Center
Workspaces
Email Notification
Programming Interfaces
Client Browser Support
Administrative Functions
Mobile Device Configuration
Desktop Emulation of Mobile Devices
Section 508 – Disability Support
Behavior Settings
Security Permissions
Internationalization / Localization
ExtraView Licensing Schemes
Initial Setup
Upload your License Key
Alter the Sign On Message
Additional Sign On Screen Info
Upload your Company Logo
Choose a User Interface Theme
Configure Changes to the User Interface
Navigation Bar
Navigation Bar Buttons
Navigation Buttons with Styles
Navigation Buttons with Images
Background, Text Colors and Menubar Icons
Main Screen Image Sets
Sign On Screen
Cascading Style Sheets
Configure Quickfind
Operational Task Menu
User Account Maintenance
ADMIN User Account Properties
Adding Users
Personal Information
Personal Options
Report Options
Notification Options
Privacy Groups
User Attributes
Updating User Accounts
Unauthorized User Access Attempts
Hierarchies of Admin User Roles
Company Name Security
Updating your Personal Account Details
Customizing User Account Details
User Sign On Log
System Log
Session Management
Named End-User Session Management
Concurrent End-User Session Management
Session Expiry
Disabling User Access
Disconnecting Users
Report Manager
Report Scheduler
Field List Values
Loading List Values from Files
List Entries with Allowed Values
End-User List Management
User Groups
Interest Lists
Field-Based Interest Lists
Issue-Based Interest Lists
Security Permissions & Interest Lists
Escalation Rules
Initial Setup
Maintaining Escalation Rules
Example Escalation Rules
Business Calendar
Custom Email Templates
Managing Tasks
Task Options
Configuring EVMail
Configuring BatchMail
Session Monitor
Managing Quickfind
Report Schedule Task
User Management Task
Add / Update Task
Extraview – ExtraView Integration Task
LDAP Background Task
LDAP Synchronization Task
ExtraView System Logs
Application Server Log
BatchMail Log
Site Configuration Menu
Design Center
Inheritance
Layouts
Creating & Updating Layouts
Clearing and Deleting Layouts
Built In Layout Types
Creating New Layout Types
Modifying Layout Types
Performing a “Save As” Operation
Layout Cell Attributes
Layout Cell Attribute Usage
Field Properties within Layouts
AJAX Techniques
Accordion Folds on Layouts
Add & Edit Layouts
Importing Issues within Add and Edit Screens
Attachment Layouts
Associating Attachments with Fields
Attachment History Layouts
Detailed Report Layouts
Embedded Layouts
Embedded Reports on Layouts
History Layouts
Home Page Layouts
Mass Update Report Layouts
Menubar Layouts & Drop-Down Menus
Notification Layouts
Paged Layouts
Quicklist Report Layout Selection
Repeating Row Layouts
Relationship Layouts
Related Issue Layouts
Calculations on Related Issue Layouts
Example Related Issue Configurations
Example 1
Example 2
Example 3
Example 4
Example 5
Updating Related Issues as a Group
Shaded Regions on Layouts
Mass Updates and Audit Trails
Ruler Layouts
Search Layouts Within Add & Edit Layouts
Survey / Questionnaire Layouts
Data Dictionary
Built-In & User Defined Fields
Display Types
Creating & Updating Fields
Lists
Managing Lists
Field List Values
Loading List Values from Files
List Entries with Allowed Values
End-User List Management
Aliased Lists
Lists with Enabled Interest Lists
Lists with Special Properties
Business Areas
Project Lists
Status List
Product Lists
Module Name Lists
Release Found & Release Fixed Lists
Company Name Lists
Relationship Group List
Special Purpose Fields
Attachments
Built In Repeating Row Fields
Button Fields
Date & Date Range Fields
Email Fields
Expression Fields
FILTER CHILD VALUES Field
History Fields
ID and ALT_ID Fields
KEYWORD Field
Notepad Field
Progress Bars
Ranking Fields
Relationship Group Fields
STATUS Field
Tag Cloud Fields
Telephone Number Fields
Text Type Field Special Properties
Timer Field
User Fields
Behavior Settings
API Settings
Authentication Settings
Company Information Settings
Display Settings
Email Settings
Environment Settings
Report & Query Settings
Security & Session Settings
User Settings
Workflow Settings
Business Rules
The Rules Editor
Language Description
Directives
CALENDAR
CLONE
DEBUG
END
INFO
LINK
LINKRR
LOAD
LOG
MAIL / EMAIL
NOLOG
OBJECT
ONCHANGE
POSTUPDATE
PREUPDATE
USER MAPPING
Actions
ADD
ADD ROW
COPY
CREATE USER
ERROR
ESTOP
LOCK_RIDS
LOG
MAIL
MEETING
REAUTHORIZE
SAVE
SAVE CHILDREN
SAVE POINT
STOP
UPDATE
UPDATE USER
Special Values
Rule Values
Value Qualifiers
Permissions
Writing Rules
Quoting & Comments
Limitations
Rule Parsing & Recursion
Debugging Rules
Order of Operations
Rules & Accordion Folds
Rules & Checkbox Fields
Rules & Date Calculations
Rules & List Fields
Rules & Multi-Valued List Fields
Rules & Numeric Fields
Rules & Repeating Rows
Rules & Text Type Fields
Business Rule How To Examples
Security Permissions
Allowed Values
Creating Allowed Values
Entering Allowed Value Combinations
Allowed Value Considerations
* Default * Parent Allowed Value
Uploading from a File
Workflow Setup
Status Change Rules
Enabling Status Change Rules
Building Status Change Rules
Enforcing Status Change Rules
Status Change Rule Views
Status Change Rules Example
Closing Issues
Reporting & Querying
Report & Query Permissions
Quicklists & Detailed Reports
Quickedit Mode
Keyword Queries & Quickfind
Reporting Hierarchies
Report Expressions
Remember Filter Values
Complex Runtime Filters
Charts
Aging Reports
Custom URL Linked Reports
Admin Reports
Service Level Agreement Reporting
Searching for Disabled Values
Record Selector
Mass Updates of Issues
Cloning Issues via Mass Update
Configurable Buttons on Reports
Geospatial Setup
Mass Deleting of Issues
Scheduled Reports
Document Repository
Controlling Large Queries
Updating Consecutive Issues from Reports
Ranking Fields on Reports
Privacy Groups
User Roles
Multi-Language Setup
Home Page Shortcut Buttons
Customizing the Home Page
Custom Coding Extensions
Email Notification
Creating a Mailing List for an Issue
Administrator-Controlled Email Features
Email Options
Assign Module Owners
Notification Subject Line
Notification History
CC Email Capability
Disabling Email Generation
BatchMail Task
Locale Handling
User-Controlled Notification Features
Notify of Own Updates
Select Email Format
Adding Issues with EVMail
External Authentication – LDAP, SSO and SAML
LDAP Connections
LDAPS Connections
SSO Connections
LDAP Connections with SSO
LDAP and SSO Example
Updating ExtraView User Information
ExtraView API in a SSO Environment
SAML Authentication
ExtraView Help
Adobe PDF Report Templates & Mapping
Creating Alternative Navigation Bars
Creating a Gateway Navigation Bar
Workspace Configuration
Import / Export
Import of Item Data
Export of Item Data
Metadata Export
Metadata Import
Using Export and Import to Update Instances
Item Data XML Import
File Import – Issue Data
Import Strategies
The upload file
Fields
Mapping your data
Importing Repeating Row Data
Importing Image & Document Fields
Importing Attachments
Large Volume Imports
File Import – User Information
File Import – Data Dictionary
Advanced Menu
Version Information
ExtraView Licenses
Allowed Locales
Localization
Entering Accented Characters
End-User Selection of Language
Localizing Screen Messages
Localization of Reports
Localizing Business Rules
Localizing Custom Code
Localizing Metadata
Localizing Popup Calendars
Globalization File Structure
Metadata Migration of Localized Data
Manage Server-Side Templates
Statistics
System Security Keys
Allowed Functions
Managing Start Pages
Pre-Caching Layouts Upon System Restart
OAuth2 Client Access Tokens
OAuth2 Server Access Tokens
OAuth2 Email Access Tokens
Google Email Configuration
Microsoft Azure Email Configuration
ExtraView Email Configuration
Encryption Key Management
Appendices – Admin Guide
Date and Time Formats
Security Permission Keys
Language and Locale Codes
Time Zones
Character Set Values
The HTML Area Utility
OAuth2 Email Mailbox Settings
Spell Checker
Attachment Migration
Document & Image Field Migration
ExtraView Accessibility Features
Application Programming Interface
Concepts
Server-Side Templates
Executing ExtraView Functions
Static Web Page Access
Automatic Language Translation
add_attachment
add_field_list
add_udf_list
add_user_to_group
allowed_list
custom
debug
delete
delete_attachment
delete_user
edit_field_list
fields
get
get_areas
get_attachment
get_behavior_setting
get_field_defaults
get_fields
get_heartbeat
get_list_projects
get_log
get_projects
get_reports
get_roles
get_title
get_token
get_user_field_list
get_user_info
get_users
get_valid_meta_data
history
import_allowed_values
insert
insert_user
insert_xml
item_exists
list_attachment
run_report
search
search_field_list
set_area_proj
set_role
update
update_user
update_user_attributes
update_user_password
user_field_list
user_group_list
version
Command Line Interface
Installation & Configuration
Concepts
Environment Variables
evadd
evadd2group
evaddlist
evaddudfvalues
evadduser
evcheck
evdebug
evdefaults
evdelete
evdeleteuser
evdownload
eveditlist
evfields
evfiles
evget
evgetfields
evheartbeat
evhelp
evhist
evimport
evimportJIS
evimportav
evmail
evmeta
evpasswd
evproj
evreport
evrole
evsearch
evsearchlist
evset
evsh
evtemplate
evupdate
evupload
evuserfields
evusergroups
evusers
evversion
evxmlc
Web Services Interface
Installation & Configuration
Web Services Functions
addItemAttachment
deleteItem
disableUser
executeCustomCode
executeItemSearch
executeReport
executeReportRaw
executeUserSearch
getAllUserRoles
getAllowedFieldValues
getBehaviorSetting
getChangedItems
getFieldList
getFieldMetaData
getFieldTitle
getFields
getHeartbeat
getItem
getItemAttachments
getItemAudits
getItemFieldList
getPing
getReportHandle
getUserByEmail
getUserById
getUserFields
getUserRoles
getVersion
insertItem
insertUser
insertUserRole
itemExists
setCurrentUserRole
setWorkingProjectArea
updateItem
updateUser
Sample .Net Client
Appendix
Installation & Upgrade Guide
Introduction
Recommended Software
ExtraView Architecture
System Size Considerations
Overall Considerations
Storage
Network Bandwidth
Size of Database Server
Clustering Servers
Software Installation & Upgrades
Client Computer Configuration
Download the ExtraView Software
Linux Environment
Organization of Installation Files
Set up Environment Variables
Install Java
Install & Configure Tomcat
Install & Configure Apache
JBoss Installation
Install Fonts
Install the ExtraView Servlet
Upgrade the Database Schema
Restart the Servers
Activation Key for Linux
Post-Upgrade Tasks
Install Perl & Command Line Interface
Install the Command Line Interface
Windows Environment
Organization of Installation Files
Install Java for Windows
Install Tomcat for Windows
Install Apache
Install the ExtraView Servlet
Upgrade the Database Schema
Restart ExtraView
Activation Key for Windows
Post-Upgrade Tasks
Install Perl & Command Line Interface
Install the Command Line Interface
Oracle Database Configuration
SQL Server Database Configuration
MySQL Database Configuration
Upgrading Non-English Language Installations
ExtraView with Microsoft IIS
ExtraView with WebLogic
File Attachment Storage
LDAP / Active Directory Access
Single Sign On Servers
Automating Start-Up Scripts
WAR File Deployment
Configuration.properties File
Connection Pool Configuration
Configuration File Settings
Checking Aliased Lists
Spell Checker
Converting Text Area Fields to HTML Area Fields
Quickfind
Checking ExtraView is Functional
Configure Outgoing Mail
Configure Incoming Mail
Configuring Microsoft Exchange Server
Configure Attachments
Troubleshooting
Backup & Recovery
Verifying the ExtraView License
User Custom Guide
Development Guidelines
Coding Tips
Connection Pool Monitor
JavaScript Interface
Creating JavaScript Methods
Support Methods
customEditorToolbar
doLoad
ucRGIFormLoad
userJavaScriptAddBtn
userJavaScriptOnloadAjax
userJavaScriptUpdateBtn
chkRqdFlds
evUserCustomReadOnlyFields
goToPageByName
userJavaScriptDeleteBtn
userJavaScriptDeleteMessage
HTML Modifiers & QuickEdit
Modifying Calls to External URL Links
Overriding Inbuilt Functions
Replacing the Print Screen Capability
Example – Calculated Fields
Example – Field Validation & Formatting
Java Interface
ExtraView Internals
Useful Internal Methods
CustomMergeExcel Class
Printing Report Definitions
Debugging
Values and Parameters
User Custom Methods
addCustomButtonTemplate
buttonInclusionMap
ldapIdSearch
ldapOverride
ldapSearch
massUpdateSelectList
scanUploadFile
setButtonDopeMap
ucAddInit
ucAddPostInsert
ucAddPreDisplay
ucAddPreInsert
ucAddRefresh
ucAddSubmit
ucAdjustWorkdays
ucAdminPreUdfListTransaction
ucAdminUtilityButtons
ucAllowAttachmentOperation
ucAllowViewDocumentOperation
ucAllowedValuesChanges
ucApiSubmit
ucChangeEmailHeader
ucCliCustom
ucCliGetTemplate
ucCloneGenAltId
ucCloneSetParams
ucColumnReportInit
ucDeleteAttachment
ucEditAttachFdf
ucEditAutoAttachFdf
ucEditClone
ucEditClose
ucEditDelete
ucEditGenerateFdf
ucEditInit
ucEditPostUpdate
ucEditPreDisplay
ucEditPreUpdate
ucEditRIDParentPostUpdate
ucEditRefresh
ucEditSubmit
ucEmailFilter
ucExpiredPasswordExit
ucExportImportTables
ucFilterPopup
ucFilterUserPopup
ucFormatLogAreaTimestamp
ucGetAjaxDependencies
ucGetAttachmentFileName
ucGetContentType ForExtension
ucGetRemoveAdv SearchFields
ucGetRoleMenu
ucGetSequenceInfo
ucGetTableExportInfo
ucGetUFIColumnDope
ucHomeDisplay
ucInsertAttachmentContent
ucLdapSetSession SecurityUser
ucLoginAuthenticateUser
ucLoginCompletion
ucLoginScreenButtons
ucMailListUpdate
ucMassUpdatePreUpdate
ucModifyColumn ReportRow
ucModifyDetailed ReportRow
ucModifySpecialCauseTests ForControlChart
ucNavBarExtension
ucNavBarReplace
ucPostDelete
ucPreClone
ucPreDelete
ucReauthorizeGetParams
ucReauthorizeUser
ucRefreshOnContinue
ucRelationshipGroup BeginEmailFilter
ucRelationshipGroup ReplayHelp
ucRelationshipGroup SplitMergeCommon
ucRelationshipGroup UpdateParent
ucRelationshipGroupCustom
ucRelationshipGroupDelete
ucRelationshipGroupPreAdd
ucRelationshipGroupSplit
ucRenderEmbeddedObject
ucRenderListOptions
ucRenderListValues
ucRenderLogArea
ucRenderUserPopup
ucReportPostamble
ucReportPreDisplay
ucReportSetFilters
ucReportSetUdfMultiSql
ucSAMLUpdateRedirectURL
ucSSOInsertUser
ucSearchLDAPDisplay
ucSearchPlanningReport
ucSearchPostSubmit
ucSearchUserCustom
ucSelfRegistrationEmailList
ucSetAreaProject
ucSetLoginRole
ucStoreAttachment
ucUAGenerateHTML
ucUAGetAttributesDescription
ucUAGetNewTitles
ucUAGetTabs
ucUAPostUpdate
ucUATransactUser
ucUAValidateForm
ucUnsecuredServiceEntry
ucUploadClone
ucUploadDeleteObject
ucUploadEditObject
ucUploadFinish
ucUploadGetContent
ucUploadProcessForm
ucUploadSetForm
ucUpsertUserRecord
ucValidateUserRecord
ucViewAttachment
ucViewDocument
Customizing File Uploads
Session Variables
CSS Interface
Integration Guides
Box Integration Guide
Box Integration Setup
Box Integration Usage
Dropbox Integration Guide
Dropbox Integration Setup
Dropbox Integration Usage
Extraview – ExtraView Peer Instance Integration
Configuration
Managing the Synchronization
Sample Configuration
Optimizing the Initial Migration of Records
Git Integration Guide
Example Git Integration Scenario
Git Integration Setup
JIRA Integration Guide
Installation
JIRA Configuration
ExtraView Configuration
Integration Configuration
Running the Integration Daemon
LinkedIn Integration Guide
LinkedIn Integration Setup
LinkedIn Integration Configuration
LinkedIn Integration Usage
Perforce Integration Guide
Capabilities
Sample Use Cases
Installation
Perforce Configuration
ExtraView & Integration Daemon Configuration
Running the Integration Daemon
Multiple Perforce Servers
Appendices
CommandTXNPoller
Arithmetic/Boolean Expressions
Regular Expressions
Troubleshooting Guide
Salesforce Integration Guide
Installation
Salesforce Configuration
ExtraView Configuration
Integration Configuration
Running the Integration Daemon
Subversion Integration Guide
Example Subversion Integration Scenario
Subversion Integration Setup
