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Users Guide
This guide describes how to install and use the Vista Plus
Windows Client. It is for all Vista Plus users and
administrators.
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Vista Plus Windows Client Users Guide i
Table of Contents
Chapter 1
Welcome to Vista Plus Windows Client ...................................................................................... 1
What Is Vista Plus?................................................................................................................... 2
What You Can Do in Vista Plus .............................................................................................. 3
About This Book ....................................................................................................................... 4
Chapters in This Guide..................................................................................................... 4
Conventions in This Guide ............................................................................................... 5
Vista Plus Products .................................................................................................................. 7
Chapter 2
Installing Vista Plus Windows Client ............................................................................................ 9
System Requirements ........................................................................................................... 10
Installing Vista Plus Windows Client ..................................................................................... 11
Uninstalling Vista Plus Windows Client................................................................................. 12
Setting Up for Vista Plus E-mail ............................................................................................. 13
Files Installed for Vista Plus.................................................................................................... 14
The vista30.ini File .................................................................................................................. 15
Chapter 3
Getting Started ........................................................................................................................... 17
Starting Vista Plus and Logging In....................................................................................... 18
Before Starting Vista Plus for the First Time................................................................... 18
Logging in as a Group Member ................................................................................... 19
Factors that Affect Login............................................................................................... 20
Logging In and Creating a Connection...................................................................... 22
Logging In with an Existing Connection....................................................................... 25
Creating Additional Server Connections ........................................................................... 27
Modifying Server Connections ............................................................................................ 28
Deleting Server Connections............................................................................................... 29
Changing Passwords ............................................................................................................ 30
Changing Groups ................................................................................................................. 31
Logging Out and Exiting....................................................................................................... 32
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ii Vista Plus Windows Client Users Guide
Chapter 4
Basic Vista Plus Concepts ......................................................................................................... 33
Quick Overview..................................................................................................................... 34
Folders .................................................................................................................................... 35
Home Folders .................................................................................................................. 35
Reports and Generations..................................................................................................... 36
Reports and Folders........................................................................................................ 36
Users and Groups .................................................................................................................. 37
Vista Plus Administrators................................................................................................. 37
Normal Users.................................................................................................................... 37
User Groups ..................................................................................................................... 38
User Access to Folders and Reports.................................................................................... 39
Access Permissions ......................................................................................................... 40
Determining Your Access Permissions .......................................................................... 41
Chapter 5
A Tour of the Vista Plus Desktop................................................................................................ 43
Features of the Vista Plus Desktop ...................................................................................... 44
The Vista Plus Desktop at a Glance.................................................................................... 45
The Vista Plus Explorer ........................................................................................................... 46
The Folder List Pane .............................................................................................................. 47
The Report List Pane.............................................................................................................. 48
The Vista Plus Explorer Inbox ................................................................................................ 50
Checking the Inbox........................................................................................................ 51
Showing or Hiding the Inbox ......................................................................................... 51
The Generation List Window................................................................................................ 52
The Report Viewer Window ................................................................................................. 53
The Main Toolbar................................................................................................................... 56
Buttons on the Main Toolbar ......................................................................................... 56
The Explorer Toolbar.............................................................................................................. 58
Buttons on the Explorer Toolbar .................................................................................... 58
Modifying the Vista Plus Desktop ........................................................................................ 60
Modifying Vista Plus Explorer Panes.............................................................................. 60
Modifying Window Columns ......................................................................................... 60
Customizing the Main Toolbar ...................................................................................... 62
Vista Plus Menus .................................................................................................................... 64
Table of Contents
Vista Plus Windows Client Users Guide iii
Chapter 6
Finding and Opening Reports ................................................................................................... 65
Overview................................................................................................................................ 66
Folder and Report Icons....................................................................................................... 67
Browsing the Folder List......................................................................................................... 68
Expanding Folders................................................................................................................. 69
Expanding One Folder ................................................................................................... 69
Expanding a Branch....................................................................................................... 70
Expanding All Folders ..................................................................................................... 71
Collapsing Folders .......................................................................................................... 71
Opening Folders.................................................................................................................... 72
Viewing Folder Information.................................................................................................. 73
Viewing Report Generation Lists ......................................................................................... 74
Expanding Reports ......................................................................................................... 75
Collapsing Reports ......................................................................................................... 76
Opening Report Generations.............................................................................................. 77
Opening Generations from the Vista Plus Explorer..................................................... 78
Opening Generations from the Generation List Window.......................................... 79
Closing Report Generations .......................................................................................... 80
Viewing Report Information................................................................................................. 81
How Report Information is Displayed........................................................................... 81
Displaying Information on One Report ........................................................................ 82
Setting Generation List Preferences.................................................................................... 83
Searching Generations ........................................................................................................ 85
Searching for Generations by Report Name..................................................................... 86
Search Results ................................................................................................................. 87
Repository Search ................................................................................................................. 88
Sorting Folder and Report Lists............................................................................................. 91
Showing Empty Reports........................................................................................................ 92
Chapter 7
Using Shortcuts to Open Folders and Reports.......................................................................... 93
Overview................................................................................................................................ 94
Creating Shortcuts ................................................................................................................ 95
Using Shortcuts....................................................................................................................... 98
Selecting Shortcuts from Outside Vista Plus................................................................. 98
Selecting Shortcuts When You Log In........................................................................... 99
Selecting Shortcuts as You Work in Vista Plus ............................................................ 100
Table of Contents
iv Vista Plus Windows Client Users Guide
Chapter 8
Viewing Reports........................................................................................................................ 101
Overview.............................................................................................................................. 102
Supported Report Formats .......................................................................................... 102
Page Sizes and Page Breaks ....................................................................................... 103
Moving Through Reports .................................................................................................... 104
Viewing Multiple Reports.................................................................................................... 106
Using Headers...................................................................................................................... 107
Using Multiple Views............................................................................................................ 108
Using Display Functions....................................................................................................... 109
Displaying and Hiding the Column Bar ...................................................................... 110
Displaying and Hiding the Ruler Bar ........................................................................... 110
Displaying and Hiding Graphics ................................................................................. 111
Displaying Reports on Different Backgrounds........................................................... 111
Displaying Reports with Font Metrics .......................................................................... 112
Fitting Reports to the Screen ....................................................................................... 113
Zooming In and Out on Reports ................................................................................. 113
Rotating Reports Left and Right.................................................................................. 114
Customizing Report View............................................................................................. 114
Chapter 9
Searching Reports .................................................................................................................... 117
Overview.............................................................................................................................. 118
Search Procedure Overview....................................................................................... 119
Performing Searches........................................................................................................... 120
Searching for Text Values ............................................................................................ 121
Searching for Numeric Values .................................................................................... 123
Searching All Open Reports ........................................................................................ 123
Performing Simple Searches........................................................................................ 124
Performing Advanced Searches ................................................................................ 125
Viewing Search Matches ................................................................................................... 131
Viewing Matches in the Report Search Window...................................................... 132
Viewing Matches in Subreports .................................................................................. 133
Storing Subreports and Other Reports .............................................................................. 135
Chapter 10
Indexing Reports ...................................................................................................................... 137
Overview.............................................................................................................................. 138
Region and Index Samples ......................................................................................... 139
Defining Regions ................................................................................................................. 140
Defining Indexes.................................................................................................................. 141
Re-Indexing Reports ..................................................................................................... 145
Sorting Indexes.............................................................................................................. 146
Table of Contents
Vista Plus Windows Client Users Guide v
Chapter 11
Report Index Hyperlinking....................................................................................................... 149
Hyperlinking Overview........................................................................................................ 150
Generations and Hyperlinks ........................................................................................ 150
Hyperlink Security.......................................................................................................... 150
Defining Hyperlinks.............................................................................................................. 151
Hyperlink Boundaries .................................................................................................... 151
Modifying Hyperlinks..................................................................................................... 154
Deleting Hyperlinks ....................................................................................................... 155
Executing Hyperlinks ........................................................................................................... 156
Chapter 12
Printing Reports ......................................................................................................................... 159
Overview.............................................................................................................................. 160
Previewing Print Jobs .......................................................................................................... 161
Printing to a Local Printer ................................................................................................... 162
Printing to a Remote Printer ............................................................................................... 164
Tagging Pages .................................................................................................................... 166
Chapter 13
Copying and Downloading Reports....................................................................................... 169
Overview.............................................................................................................................. 170
Copying Report Data......................................................................................................... 171
Downloading Report Data ................................................................................................ 172
Working with Download Columns..................................................................................... 174
Defining Columns ......................................................................................................... 174
Hiding Columns............................................................................................................. 176
Saving Columns ............................................................................................................ 177
Removing Columns ...................................................................................................... 178
Complete List of Column Functions ........................................................................... 179
Chapter 14
E-mailing Reports ..................................................................................................................... 181
Overview.............................................................................................................................. 182
Sending E-mail from Vista Plus ........................................................................................... 183
Attaching a Link to a Generation .............................................................................. 183
Attaching a Copy of a Generation ........................................................................... 183
Viewing Vista Plus E-mail .................................................................................................... 186
Table of Contents
vi Vista Plus Windows Client Users Guide
Chapter 15
Attaching Online Notes to Reports ......................................................................................... 189
Overview.............................................................................................................................. 190
Anatomy of a Note...................................................................................................... 191
Access Permissions for Notes....................................................................................... 191
Attaching Notes .................................................................................................................. 193
Sending Notes ..................................................................................................................... 195
Viewing Notes...................................................................................................................... 197
Editing Notes........................................................................................................................ 200
Deleting Notes..................................................................................................................... 201
Complete List of Note Functions ....................................................................................... 202
Note Functions on the Options Menu........................................................................ 202
Functions on the Note Control Menu......................................................................... 203
Chapter 16
Sending and Receiving Messages ......................................................................................... 205
Overview.............................................................................................................................. 206
Sending Messages .............................................................................................................. 207
Receiving Messages ........................................................................................................... 209
Chapter 17
Managing Folders and Reports............................................................................................... 211
Overview.............................................................................................................................. 212
Managing Folders ............................................................................................................... 213
Adding Folders.............................................................................................................. 213
Deleting Folders ............................................................................................................ 215
Editing and Linking Folders .......................................................................................... 216
Unlinking Folders ........................................................................................................... 218
Managing Reports .............................................................................................................. 219
Adding Reports ............................................................................................................. 219
Deleting Reports ........................................................................................................... 221
Editing Reports .............................................................................................................. 222
Linking Reports .............................................................................................................. 222
Unlinking Reports........................................................................................................... 224
Managing Report Generations ......................................................................................... 225
Deleting Generations................................................................................................... 226
Archiving Generations ................................................................................................. 227
Restoring Generations.................................................................................................. 229
Table of Contents
Vista Plus Windows Client Users Guide vii
Chapter 18
Creating Rule Sets for Report Capture ................................................................................... 231
Overview.............................................................................................................................. 232
Creating Rule Sets............................................................................................................... 233
Rules and Options ........................................................................................................ 233
Bounding Box Rule Tips................................................................................................. 238
Chapter 19
Capturing Reports with PC Capture Tools .............................................................................. 239
Overview.............................................................................................................................. 240
Reports, Folders, and the Capture User ..................................................................... 240
Setting Up to Use PC Capture Tools.................................................................................. 241
Preparing Non-ASCII Files for PC Capture ................................................................. 241
Defining Server and Report Profiles ............................................................................ 241
Capturing with PC Capture Tools ..................................................................................... 248
Capturing with File Capture........................................................................................ 248
Capturing with Folder and Auto Capture................................................................. 249
Monitoring PC Capture Processes.............................................................................. 253
Chapter 20
Working with Bundles............................................................................................................... 255
What Is a Bundle? ............................................................................................................... 256
Banner Pages................................................................................................................ 256
Viewing Bundles .................................................................................................................. 257
Bundle Icons.................................................................................................................. 257
Modifying a Bundle Instance............................................................................................. 260
Chapter 21
Working With TransVue Files .................................................................................................... 263
TransVue Overview............................................................................................................. 264
Capturing TransVue Files .................................................................................................... 265
Opening TransVue Files ...................................................................................................... 266
Working with a TransVue File....................................................................................... 266
Printing TransVue Files ......................................................................................................... 267
Appendix A
Glossary .................................................................................................................................... 269
Table of Contents
viii Vista Plus Windows Client Users Guide
Vista Plus Windows Client Users Guide 1
Chapter 1
Welcome to Vista Plus Windows Client
This chapter introduces the Vista Plus
Windows
operating system (see the Vista Plus Release Notes for Windows version
compatibility information). It uses a standard Windows user interface, with menus,
toolbars, dialog boxes, and so forth. This manual assumes you are familiar with basic
Windows operations and terms, such as starting programs, making menu selections, and
dragging with the mouse. The glossary in Appendix A briefly defines some Vista Plus and
Windows terms you may not be familiar with.
Chapters in This Guide
Chapter 1
An introduction to Vista Plus Windows Client
Chapter 2
Installing Vista Plus and system requirements
Chapter 3
Starting Vista Plus, logging in, logging out, and exiting
Chapter 4 Basic Vista Plus concepts
Chapter 5
The main features of the Vista Plus user interface
Chapter 6
Finding and opening report generations
Chapter 7
Using shortcuts to open folders and reports
Chapter 8
Viewing report generations
Chapter 9
Searching reports for data
Chapter 10
Creating regions and indexes for report searches
Chapter 11
Report index hyperlinking
Chapter 12
Printing reports
Chapter 13
Copying and downloading reports from Vista Plus for use in other
applications
Chapter 14
E-mailing reports from Vista Plus
About This Book
Welcome to Vista Plus Windows Client 5
Conventions in This Guide
To make our information and procedures easier to understand, all Vista Plus
documentation uses a standard set of typefaces and icons. These conventions are:
Chapter 15
Attaching online notes to Vista Plus reports
Chapter 16
Sending and receiving messages in Vista Plus
Chapter 17
Managing folders and reports from Vista Plus Windows Client
Chapter 18
Editing capture rule sets in the default capture configuration file used
for capturing reports to Vista Plus
Chapter 19
Capturing files to Vista Plus reports from your PC
Chapter 20
Bundling reports and distributing them automatically
Chapter 21 The TransVue