Administrator Tips and Troubleshooting
A. Administrator Tips and Troubleshooting
Customizing menus and toolbars A.3
Tips - Menus and toolbars A.3
Which menu commands are available only for system administrators? A.3
Are there menu commands and buttons that TMW recommends hiding from end users? A.4
How do I save changes to the main menu? A.4
After I save customized layouts for menus and toolbars, how do I integrate new commands when I upgrade to a new release? A.5
I want to add a new custom menu to the menu bar. How do I do this? A.5
Troubleshooting – Menus and toolbars A.5
I want to save one layout for all customizations for an application window and its menu and toolbar. The menu/toolbar changes didn't stick. What do I do? A.5
I just added a custom menu command, but I don't see it in the layout. Why? A.6
Applying security to right-click shortcut menu commands A.7
How do I keep users from resetting customized layouts to the system default? A.7
For data security reasons, how do I prevent users from exporting records in scroll windows to Microsoft Excel? A.8
For data security reasons, how do I prevent users from printing records in scroll windows? A.9
Customizing window layouts A.10
Tips – Window layouts A.10
How do I access the QuickDesigner? A.10
How do I make a field read-only? A.10
How do I add a field for a label from the label file? A.10
After I create links and reports for a window, how do I make updates to them? A.11
Is there anything I must do outside of TMW Operations to enable users to e-mail reports? A.11
Troubleshooting – Window layouts A.12
Even though users are assigned to the same layout, field names overlap for some users, but not for others. What's causing this? A.12
I tried to hide a tab on the Order Maintenance window, but the change didn't stick. Why? A.13
Customizing data grid layouts A.14
Tips – Grid layouts A.14
How can I make columns in a data grid read-only? A.14
Is there a way to hide the Field Chooser icon for users? A.14
Troubleshooting – Grid layouts A.15
When I try to access a profile window by right-clicking on a record ID and selecting View > Profile, I get a message asking if I'd like to map the column to a profile. What do I do? A.15
It looks like data in one of my grids is grouped and filtered and there is no way to change this. Why? A.15
When I log into TMW Operations, sometimes the Helpmenu is red. Why? A.16
Assigning window and grid layouts A.17
Tips – Assigning layouts A.17
How do I set up a personal default layout? A.17
How do I set up a global default layout? A.18
How do I set up a default layout for a user or user group? A.19
What is the hierarchy for user, group, and global layout assignments? A.19
What happens when a user belongs to multiple groups, each with its own default layout? A.20
How do I give a group a layout priority? A.21
Troubleshooting – Assigning layouts A.21
Sometimes Layout Permissions/ Delete Layout is disabled in the shortcut menu. Why? A.21
Importing and exporting window and grid layouts A.22
How do I export a window layout? A.22
How do I import a layout from one database into another database? A.22
Can I import a layout from one database to a database that is at a different build level of TMW Operations? A.22
Setting up boards and views A.23
Tips - Boards and views A.23
What is the difference between a board and a view? A.23
I want to permanently delete some columns for a custom SQL view. Are there any I should not delete? A.23
To improve system performance, how do I delete columns from a SQL view? A.24
How do I create nested views to show additional information about each record in a scroll window? A.25
Troubleshooting - Boards and views A.26
When I create a new SQL view, all users have immediate access. Is there a way to prevent this from happening? A.26
Customizing menus and toolbars
There are two types of menus and toolbars:
· Those that are part of the main window, which is the container for all applications.
· Those that are for windows (or applications), which open as tabs or floating windows within the main window. They are called forms. For example, the Order Maintenance window opens as a tab (or form) within the main window. It contains its own set of menu categories and toolbar icons.
When you customize layouts for menus and toolbars, you should make a note all of your changes, as well as the users or user groups who were assigned to those layouts.
Tips - Menus and toolbars
/Which menu commands are available only for system administrators? / These examples show shortcut menus for forms and grids. Highlighted commands are available only for system administrators. By default, other users will not see them.
Window Grid
Are there menu commands and buttons that TMW recommends hiding from end users? / There are a number of commands that you may want to remove for a userlogin.
· The File > Board Setup menu command allows you to modify restrictions for boards. By default, end users have access to it, but you should remove it.
Note: Administrators also can access the Board Setup window from any scroll window by clicking the Edit Views button. However, the command icon is not available for end users, so you don't have to do anything to hide it.
· Custom Menu Entries command is used for adding custom menu commands. You may have added it for your own use to create custom commands that run an executable file, launch a Web page, run an Integrated Report, or add a new menu.
· Reset Layout command, by default, is on the shortcut menu of windows and grids for all users. To remove it from user's menus, set:
[Misc] ShowResetLayoutForNonSA=N.
How do I save changes to the main menu? / To save and delete menu changes to the TMW Operations main menu, you must add these options to your menu. They are automatically removed for a user.
1. With the Customize window open, click the Commands tab.
2. Under Category, select the MaintenanceMenu.
3. Under Commands, locate Save Menu for User(s).
4. Drag it to a location in the Tools menu.
5. Repeat Steps 3 and 4 for Save Menu For Group(s), Delete Menu for User(s), and Delete Menu for Group(s).
6. When you are finished, close the Customize window.
7. Use the Save Menu for User(s) command to save this menu for yourself.
After I save customized layouts for menus and toolbars, how do I integrate new commands when I upgrade to a new release? / When you upgrade, you will not see new commands on customized menus and toolbars. You must delete the customized menu layouts, repeat your customizations, and then save them as new layouts.
· To delete menu layouts from the main TMW Operations window:
Select Tools > Delete Menu for User(s) or Delete Menu for Group(s).
· To delete menu layouts from application windows:
1. Right click on the window, and select Load Permissions/Delete Layout.
2. Select the layout and click Delete Layout.
I want to add a new custom menu to the menu bar. How do I do this? / Before you can add your own new menu, you must first create it in the Custom Menus window.
Create a command with the following:
· Action Type: select Popup Menu.
· Menu Text: enter something like Menu 1, Menu 2, etc.
· Description: If you know what you are going to use it for, enter that information. If it was created as a placeholder for later use, go back into the Custom Menus window and indicate its use.
For details and instructions, see the online help topic: Defining a custom command to create a menu.
Troubleshooting – Menus and toolbars
/I want to save one layout for all customizations for an application window and its menu and toolbar. The menu/toolbar changes didn't stick. What do I do? / To combine menu and toolbar changes with window customizations, you must be sure the following options are selected on the right-click shortcut menu before you save the layout.
On some windows, the Toggle Include Form Layout option is not automatically selected for you.
I just added a custom menu command, but I don't see it in the layout. Why? / To access newly-created menu commands, you must close out of the application and open it again.
Applying security to right-click shortcut menu commands
/How do I keep users from resetting customized layouts to the system default? / The Reset Layout command causes the window or grid to switch from a customized layout back to the system default. This can be problematic because the system default has no customization or security applied to it. As a result, users will be able to view or make entries in fields or columns that your company wants to be hidden or read-only.
Set [Misc] ShowResetLayoutForNonSA = N to hide the Reset Layout menu selections for users who are not system administrators.
Right-click shortcut menus for window layouts
ShowResetLayoutForNonSA=Y ShowResetLayoutForNonSA=N
Note: The Toggle Include Form Layout menu option is always visible to users; however, it is not functional for them.
Right-click shortcut menus for grid layouts
ShowResetLayoutForNonSA=Y ShowResetLayoutForNonSA=N
For data security reasons, how do I prevent users from exporting records in scroll windows to Microsoft Excel? / By default, after you retrieve records on any scroll window, you have the ability to export retrieved records to Excel by right-clicking on the data display and selecting the Export to Excel command from the shortcut menu, or by pressing CTRL+E.
This feature can be useful when you want to obtain data quickly for reporting purposes. However, it also may pose a risk to the confidentiality of your data, since that information will now be available in a form that can be shared easily with unauthorized people.
To remove the Export to Excel command and the CTRL+E keyboard shortcut for all users, use this setting:
[Misc]RemoveScrollExportToExcelMenuOption=Y
Warning: The setting disables the Export to Excel feature for system administrators and supervisors, as well as users.
Default options /
RemoveScrollExportToExcelMenuOption=Y
For data security reasons, how do I prevent users from printing records in scroll windows? / By default, after you retrieve records on any scroll window, you can print retrieved records by right-clicking in the data display and selecting the Print > All Rows, Print > Selected Rows, or Print > Print Preview command from the shortcut menu.
This feature is useful when you find it easier to review data in hardcopy form rather than online. However, it also may pose a risk to the confidentiality of your data, since that information will now be available in a form that can be shared easily with unauthorized people.
To remove the Print command for all users, use this setting:
[Misc]RemoveScrollExportToExcelMenuOption=Y
Warning: The setting disables the print feature for system administrators and supervisors, as well as users.
Default options /
RemoveScrollPrintMenuOption=Y
Customizing window layouts
Tips – Window layouts
/How do I access the QuickDesigner? / In an area of the window where you want to make a change, right-click and select QuickDesigner.
How do I make a field read-only? / 1. Toggle into QuickDesigner mode.
2. Right-click on the field name or field.
3. Select Show Preferences to access the Field Preferences window.
4. Under Misc, set ForceDisabled to True.
5. Toggle out of QuickDesigner mode.
6. Save the layout.
7. If it is a new layout, assign it to the appropriate user(s) or user group(s).
How do I add a field for a label from the label file? / 1. Open the window or tab where you want to add the label field.
2. Right-click and verify that you are using the desired layout.
3. On the right-click shortcut menu, select QuickDesigner.
4. Right-click in the area where you want to add the field and select Add New Item.
5. Set Control type to LabelFileDropdown.
6. In the middle section, go to TMW Required Properties > Label Definition and select the label.
7. At the right of the window, select Field Group and Field.
8. Select the Auto Label check box.
9. Click OK.
10. Position and size the new label field.
11. Toggle out of QuickDesigner.
12. Save and name your layout.
13. In the Screen Layout Permissions window, assign the layout to the appropriate users or user groups.
After I create links and reports for a window, how do I make updates to them? / You cannot edit a link or report that you added to a window. To make changes beyond size and position, you must remove and recreate it.
For details and instructions, see the online help topic: Adding links, reports, and custom grids to a window.
Is there anything I must do outside of TMW Operations to enable users to e-mail reports? / In System Administration, look up users' profiles and specify their e-mail addresses.
Troubleshooting – Window layouts
/Even though users are assigned to the same layout, field names overlap for some users, but not for others. What's causing this? / The problem occurs for users who have used a Windows Control Panel feature to make their fonts larger than what is acceptable for TMW Operations. Font size is set in Control Panel > All Control Panel Items > Display.
The application is designed to be viewed with your system font size set to Smaller - 100% (default).
This illustration shows how the Order Maintenance Summary tab appears when the font is set to Medium - 125%.