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Creating an EIS Template Part I

Creating an EIS Template Part I. Presented by: Robert Hairsine. Web Site: www.hairsine.com Email: hairsine@hairsine.com. Established in 1984 Offices and Training Facilities Located in Bel Air Maryland Microsoft Developer, IBM Partner, Brio Advisory Team

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Creating an EIS Template Part I

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  1. Creating an EIS TemplatePart I Presented by: Robert Hairsine Web Site: www.hairsine.com Email: hairsine@hairsine.com

  2. Established in 1984 Offices and Training Facilities Located in Bel Air Maryland Microsoft Developer, IBM Partner, Brio Advisory Team Offer a variety of Services (Project Management, Systems Design, Training, Migrations) Focus for last 3 years on building web-enabled data warehouses primarily for government agencies Hairsine Associates

  3. Why Create An EIS Template Create a Set of Standards Creation Considerations Define Your Target Audience Key Concepts Used in the Creation of the Template Section I - Help Section Creation in a Brio Document Overview of Presentation

  4. Why Create an EIS Template? • Reasons Why You Should: • Consistent Presentation Across Projects • Write Once, Use Many • Faster Development and Deployment • Can be Added to Existing Brio Documents Using QIQ Merge

  5. Create a Set of Standard • Naming Conventions (Sections, Fields, etc.) • Rename Each Object as You Create It • Use Comments within the scripts • Method of Addressing Objects (Relative vs. Absolute) • Create a “Cookbook” and share with other projects

  6. Creation Considerations • Code for all Brio Products (Explorer, Designer, Insight, Quickview, Freeview) • Test Using All Products • Have End Users Participate in the Creation • Build the Template Piece by Piece • Document, Document, Document • Define Your Target Audience

  7. What Desktop Product(s) Are They Using Target Audience • How Are They Connected (Network Considerations) • Security and Sensitivity Concerns • What Hardware Are They Using • Special Needs

  8. Understanding of the Brio Object Module Understanding of OLE calls to Microsoft Outlook, Excel and MSWord JavaScript Code Needed to Create This Section Key Concepts Used in the Creation of the Template

  9. The objective of this section is the creation of an EIS section that can be easily modified to help support the end-user. This section allows the user to enter text and, by use of OLE calls to Microsoft Outlook, send the message to a technical support team after automatically appending to it specific information such as the exact file name of the Brio document, the Brio product the user is using, the version number of the product being used, etc. Objective

  10. There is also a link to a MSWord document that can be used for Frequently Asked Questions allowing the end user to access without the intervention of help desk personnel. Help desk personnel can easily modify this document and make it available to end users in a real-time basis. Objective (cont)

  11. Anyone Who Provides End-User Support Allow the User to Help Themselves Help the End-User Without the Use of Additional Resources Modular Design to Easily Adapt to Individual Projects Creating a Help Section

  12. File Information Easy Answers Additional Resources Still Need Help Navigation Icons Help Section is Broken Down

  13. Use Brio To Show the Section

  14. File Information

  15. File Information

  16. File Information JavaScript

  17. File Information JavaScript ActiveSection.Shapes["picFileCabinet"].OnClick()

  18. Easy Answers

  19. Easy Answer JavaScript

  20. Easy Answer JavaScript

  21. Easy Answer JavaScript ActiveSection.Shapes["picFrequentlyAskedQuestions"].OnClick()

  22. Additional Resources

  23. Additional Resources JavaScript

  24. Still Need Help?

  25. Still Need Help JavaScript

  26. Still Need Help JavaScript (cont)

  27. Still Need Help JavaScript (cont)

  28. Navigation Icons

  29. Document Startup Script

  30. Document Startup Script

  31. Document Startup Script

  32. Hairsine Associates 2107 Laurel Bush Road - Suite 201 Bel Air, Maryland 21015  Phone: (410) 569-0470 Fax:    (410) 569-0837 Web Site: www.hairsine.com Email: hairsine@hairsine.com

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