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OrgPublisher 8

OrgHistory and Chart Comparisons

Prepared by:
Nancy Hill
Aquire Corporation
5215 N O’Connor Blvd, Suite #300
Irving, TX 75039
nancyhill@aquire.com

Version: 1.0
August 8, 2007

.........6 4 Compare 2 Charts...........................................................................................................................................................................2 Position ID Custom Field Type.........................................2 2 Archiving a Chart..........................................1 Schedule Archiving...........................................................................................1 Technical notes:....................................................................................3 2......................................................2 Compare...............4 3 Using Archived Charts.............................................................................................2 1........................5 3..........................................................................................10 6 Additional Information Sources.............10 5..............................Table of Contents 1 OrgHistory......................................................8 4.. 2007 Page 1 ....................2 1..................................................................................................................................................................5 3.............................................9 5 Exercise.........................1 Optional Exercise:..............1 Compare 2 Charts – Results...............11 Last Revised: October 24..1 Browse........................................................................................

order of custom fields and types of custom fields) to report properly  Assist with managing segregation of duties 1.2 Position ID Custom Field Type  A new custom field type of Position ID is available for use in comparing and reporting on planning files  This field should contain a unique number for each record across all charts and including Open Positions  If the charts you are comparing do not contain a custom Position ID type. Last Revised: October 24. 1.  Archiving should be done as frequently as publishing  Archived files are Signed to verify that data has not been modified since the file was generated  Compared charts must have the same field layouts (amount of custom fields.1 OrgHistory Provides a scheduled method for preserving hierarchical information over time.1 Technical notes:  A new custom field type of PositionID must be populated in data feed for accurate chart comparisons and reporting. an error message displays and the comparison does not occur. 2007 Page 2 .The archived charts along with the Compare two charts feature create a report history of changes over a range of time – for a specific organization or the whole company. If neither exists. OrgPublisher uses the ID in field 5.

to begin  Identify the storage location on your network  Identify if you want Password Protection  Indicate signed to verify that the chart has not been changed and can’t be changed  Indicate if the file is to be marked as Read Only  Select a portion of the chart to be archived (if desired)  Determine to Execute or Schedule now Last Revised: October 24. . then Archive Wizard . . 2007 Page 3 . OR  Select the Archive Wizard button  The wizard guides you through – Click New . .2 Archiving a Chart  Select Tools. .

a scheduling wizard begins  Provide a name for the schedule  Select which defined archive to schedule  Select frequency  The following screen varies based on the option selected above  Type in the user name and password  A confirmation screen appears Last Revised: October 24.2. 2007 Page 4 .1 Schedule Archiving  If the Schedule option was selected.

1 Browse 1. then select View 2. Select an OrgHistory file. then select Browse or Compare 3. Select the Manage OrgHistory Archives 2.3 Using Archived Charts 1. 2007 Page 5 . Type in password. if prompted. Select an archive definition. Then. select Unlock Last Revised: October 24.

Select Compare. Select OK. 4. Select the output options and how you wish for the results to display Last Revised: October 24. 2007 Page 6 . then hold the Ctrl key down and select a 2nd file. The requested chart will display in your browser 3. If the chart is signed (authenticating that it has not been changed since it was created).2 Compare 1. a message will display. 2. 3. Select an OrgHistory file.

a message will display. If the charts are signed (authenticating that it has not been changed since it was created). Then. 3. Type in password. 5. if prompted. you will be prompted to supply that password and then select Unlock 4. Last Revised: October 24. Select OK. The comparison report will display as you indicated. 2007 Page 7 . If the 2nd chart is password protected. select Unlock.

. then Compare 2 charts . . 2007 Page 8 .4 Compare 2 Charts  Select Tools.  Locate the two charts  Customize change report (uses same change reports as OrgPlan)  Select View Change Report Last Revised: October 24.

4. 2007 Page 9 .1 Compare 2 Charts – Results Last Revised: October 24.

ocb  Delete a box  Save and archive  Browse the archived files  View the change report for the archived files Last Revised: October 24. 2007 Page 10 .5 Exercise  Compare 2004.ocb  Create an OrgHistory Archive and archive this file in the Archived Charts folder  Save Going2.ocb and exit out of OrgPublisher  Reset the clock on your computer to today’s date  Open Going2.1 Optional Exercise:  Create a folder on your C: drive named Archived Charts  Reset the clock on your computer to yesterday’s date  Open Going2.ocb and 2005.ocb 5.

asp?id=menu16 Last Revised: October 24.6 Additional Information Sources OrgHistory http://www. 2007 Page 11 .com/support/howto/howto.aquire.