Saratoga Configurations & Customizations
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This presentation focuses on the advanced customization possibilities available within Saratoga. Skills covered include: customization of Thin Client Web.config; Single Input Screen.
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Saratoga Configurations & Customizations
- 2. Agenda Configuring Web.config - DataviewGrid Pagination and Style - Reports Sub-Menu - Log Messages Single Input Screen using CDXs - The Why? - The What? - The How? Questions 2
- 4. Web.config A file used by Saratoga Thin Client for configuration settings A standard XML Document Consists of several Elements: Human Being, appSettings Open tags: <HumanBeing>, <appSettings> Close tags: </HumanBeing>, </appSettings> Comments tag: <!-- Add your comments here --> Each configuration setting is called a key Editing and saving changes causes Saratoga Thin Client Server to restart 4
- 5. DataviewGrid Pagination DataviewGridPagination key - Specifies maximum number of rows displayed per page <appSettings> <add key="DataviewGridPagination" value="10"/> </appSettings> - Modify setting to an optimal value based on - Web-server specifications - Network Throughput - Data 5
- 7. DataviewGrid Style DataviewGridStyle key - Specifies pagination style for a DataviewGrid <appSettings> <add key="DataviewGridStyle" value="NextPrevAndNumeric"/> </appSettings> - Available values are: - Default: Standard AJAXScrollPaging style - NextPrevAndNumeric: Page numbers, Next, Previous, First, and Last links 7
- 9. Reports Sub-Menu ReportsSubMenus key - Specifies single-level or multi-level display for Reports on Navigation bar - Available values are: - None: Default value. Categories and reports are all displayed in single-level - Everything: All cateogries are displayed with sub-menus. Reports in each category are displayed at the second-level - EverythingExceptMyReports 9
- 10. Reports Sub-Menu Demo 10
- 11. Reports Sub-Menu The width of the first-level menu is set to a default value in stylesheet.css To change the width from default value - Open stylesheet.css from the appropriate App_Themes folder - Alter the width property in: - .menuContainer td.voice (Reports first-level only) - .menuContainer div.voice (All fly-out menus) Stop and restart the Thin Client website 11
- 12. Reports Sub-Menu Demo 12
- 13. Log Messages Saratoga Thin Client can log messages to: Event Viewer (default) SaratogaCRM.log file The following types of messages may be logged: Error Messages (default) Warning Messages Informational Messages Debugging and Tracing Messages 13
- 14. Log Messages TraceLevel key Specifies the type of messages to be logged by Sartoga Thin Client The allowed values are: Value Description 0 Event viewer does not display any messages. 1 Event viewer displays only error-handling messages. 2 Event viewer displays warnings and error-handling messages. 3 Event viewer displays informational messages, warnings, and error-handling messages. 4 Event viewer displays all messages, including debugging and tracing messages. 14
- 15. Log Messages To display messages to theSaratogaCRM.log file Log4NetLoggingMode key Set value to On Web.Logger.config file Set file location, maximum size, rolling backups, layout <appender name="RollingFile" type="log4net.Appender.RollingFileAppender"> <file value="logsSaratogaCrm.log" /> <appendToFile value="true" /> <maximumFileSize value="1MB" /> <maxSizeRollBackups value="2" /> 15
- 16. SINGLE INPUT SCREEN WITH CDXs
- 17. The Why? Customers Products Call_Summary Contacts Discussion Cust_Product Products_Discussed
- 18. The Why? Visited 1 Customer (Old Dominion) Attended 2 meetings First Meeting (9 AM) 2 Contact Attendees (Robert Johnson, Galaxy Contact) 3 Products Discussed (Terracair, Decene, Pink Dishwash) Second Meeting (11 AM) 3 Contact Attendees 1 Product Discussed 18
- 19. The Why? Customers Products Call_Summary Contacts Discussion Cust_Product Products_Discussed
- 20. The What? Demo 20
- 21. The How? Add a Single-Input table to the Schema Contains keys and other relevant fields from all tables to be displayed and written to. Create a Single-Input Dataview Write CDXs .NET Library Assembly that is COM visible (a DLL). Typically 1 CDX for each user action Use AveApi.dll to communicate with Saratoga Add CDXs to Schema CDX Buttons to Single-Input Dataview 21
- 22. The How? 22
- 23. 河雨掘皆意鴛或鰻皆.