Navigation Bar

The ExtraView main navigation bar appears at the top of most screens throughout the application. It allows instant access to the main functions of ExtraView. The navigation bar may be customized to any one of a large number of themes, so the following screenshots are representative of the functions as opposed to the color, size and location of the elements. Not all of the elements may be present in your installation as they depend on permissions and the configuration that your administrator has created.

Navigation Buttons

This list shows the standard buttons within the horizontal navigation bar.  Your administrator may have configured different buttons, with different purposes and different titles on the navigation bar.  This includes the presentation of a navigation bar that has "drop-down" selections.

  • Home: The user’s personal Home page
  • Add: Allows users to enter new issues into the database
  • Query: Allows users to search the database
  • Search: Allows users to create and run reports
  • Workspace: Opens a workspace window where you can perform many ExtraView tasks in a single window
  • Admin or Administration: Allows Administrative users to configure ExtraView for the entire organization. As a user you may not have access to this area of ExtraView Help: Allows users to access ExtraView’s online help system
  • Sign Off: Click the Sign Off button to log out and return ExtraView to the Sign On screen.

Other Elements

Drilldown Box: This is a Search box that allows you to enter either keywords or issue ID's to retrieve matches.  The following rules apply:

  • You may enter a single issue ID, or multiple issue ID's.  Separate multiple issue ID's with a semi-colon character.  If there are no results, ExtraView will attempt to treat the issue ID's as words and look for these as text
  • You may enter any single word or multiple words.  ExtraView treats these as Quickfind queries and fetches the results
  • If you start your entry with a # character, then the search can be complex.  Please see the Quickfind documentation for full instructions

Account: Your name that you are signed on with appears on the navigation bar. This is also a link to your personal options. Clicking on your name accesses your personal options

Roles: Provided you have access to more than one user role, you will see a select list which contains all the roles you may adopt. When you select a new role, you are taken to the Home Page, and your role is reset

Business Areas / Projects: Provided you have access to more than one Business Area and/or Project, you will see a select list which contains all the Business Areas and Projects you may adopt. When you select a new Business Area and/or Project, you are taken to the Home Page, and your current Business Area and/or Project is reset

Report List: If your administrator has turned this feature on, you will see a list of public and personal reports that you may run. Simply select the report you want to run from the list and a new window will open with the results of the report

Menubar: This is a set of buttons that will alter as you alter the page you are viewing in ExtraView. It will offer a range of options that is relevant to the screen you are looking at.

Note: Button names and the name of the ID within the ExtraView Menu frame may be altered to reflect your company’s terminology. Your Administrator can also choose to display the ExtraView Menu as a horizontal screen menu, if this is preferred.

Personal Options

Click on your name in the navigation bar to access your personal options on the the Change a user’s details screen. See this page for details on how you manage your personal options.

Roles

On the navigation bar, you may also have a list of roles that are available for you to adopt. This list of roles is the ones that the administrator allows you to adopt for different purposes. For example, you might have several roles, each corresponding to the use of a different Business Area. Simply click on the role you wish to adopt. If you have only been enabled for a single role, you will not find any links on this list, and you will not be able to change your role.

Business Areas and Projects

If this is enabled as an option on your navigation bar, then this list offers you the ability to move into a new Business Area and a corresponding Project. Depending on the configuration, you may or may not see this select list, or you may only see Business Areas and not Projects. The only Business Areas and Projects which will be visible will be those to which the Administrator has granted you access.

Reports

There may also be a list of reports that you can run from the navigation bar. If this is present, simply select a report from the list and this will be run immediately.

Gateway Navigation

Your administrator will need to have confiigured this option for it to be available.  It offers an alternative style of navigation, and with some additional capabilities.

The Gateway navigation may contain the same selections as the horizontal interface.  In addition, it may contain links to your personal and shared Home Pages, if more than one has been configured.  There may also be links to your personal and shared Workspaces, if these have been configured.

The Gateway interface allows you to define links to other applications and Internet sites.  These are controlled via one of the buttons at the bottom left of the navigation bar.  There are also buttons to access your personal options and to access Help.

The Gateway interface may be configured with some or all of the following:

  • Search Drilldown Box: This allows you to enter text or issue numbers.  This will search the entire database for the terms or issues you enter
  • Home: This button takes you back to your Home Gateway page, or refreshes your Gateway Home page.  The reports that appear on the Gateway Home are selected with the report lists at the bottom of the screen
  • Add: Allows users to enter new issues into the database.  Note that this may be configured with a sub-menu to allow you to add different types of issues, typically within different Business Areas or Projects
  • Query: Allows users to search the database
  • Report: Allows users to create and run reports
  • Personal Home Pages: Opens previously saved Home Pages in a new browser tab that you have saved
  • Shared Home Pages: Opens previously saved Home Pages in a new browser tab that have been saved for all users.  You may or may not have been granted permission by the administrator to save shared home pages
  • Personal Workspaces: Opens workspace windows where you can perform many ExtraView tasks in a single window.  Whenever you save a personal workspace, it will appear within this menu option
  • Shared Workspaces:  Opens workspace windows where you can perform many ExtraView tasks in a single window.  Whenever you save a shared workspace (assuming you have permission), it will appear within this menu option for all users
  • Personal Links: These are links to reports, other ExtraView sites or other software applications that you have saved as shortcuts.  See below for information on how to set these up
  • Shared Links: These are shared links to reports, other ExtraView sites or other software applications that the administrator has saved as shortcuts
  • Admin or Administration: Allows Administrative users to configure ExtraView for the entire organization. As a user you may not have access to this area of ExtraView Help: Allows users to access ExtraView’s online help system
  • Sign Off: Click the Sign Off button to log out and return ExtraView to the Sign On screen.
This option allows you to define personal links that appear within the navigation of the Gateway.  These are shortcuts that allow you to place a link to a report, or a link to a second ExtraView installation, or a link to a third-party application on your Gateway menu.

When this is clicked, you will see a dialog similar to the following:

The different actions are:

  • Run Report: Provide a name for the link and select the report you wish to place on the link from the list of reports
  • External ExtraView Site: This option allows you to enter the address of a second ExtraView site to which you want to create a link.  When you enter an address to a second site, you should request an access token for that site.  This will bring up the sign on screen for the second site, where you will enter your sign on credentials.  This results in a token being provided to the first ExtraView site so that when you click on the saved link, you will not need to sign on again to the remote site for the unexpired duration of the token that was provided.  This is a secure mechanism that negates the need to sign on each time you access the remote site, but does not require your password to be sent to the remote site for each access you make.

    For security reasons, this mechanism only works with https connections to your server, not with http.  However, if you want to take advantage of what is termed as a redirect configured within the web server, from http to https, then this is allowable, as long as the remainder of the address is the same.  The address you select is not the fully qualified address of the ExtraView site.  It is the address of the domain plus the ExtraView servlet only.  For example, if your site is:

    https://www.mycompany.com/evj/ExtraView

    then the address you will use is:

    https://www.mycompany.com/evj

    For security reasons, ExtraView will not allow a redirect from an address on one domain to a different domain.

    For the remote site, you can further set a destination of whether you should land on its Home Page, an Add issue page or run a report.

  • External Application: This allows you to place a button within the Gateway navigation which will open up any web-based software to which you have access.  This allows you to configure your Gateway as a centeral point and create shortcuts to drive access to all your corporation's applications.
This option allows you to access your personal account details
This option brings up the ExtraView Help screen

 

Click here for administative documentation