Administrator Manual May 2012

1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.
com
2 iBOS/e 2012 Administrator Manual
The iBOS/e 2012

The iBOS/e eSkin
My iBOS/e
The iBOS/e Applications
iBOS/e Building Blocks
The iBOS/e 2012
Administration Roles
iBOS/e 2012 Admin Org Chart
iBOS/e Roles and Responsibilities
1992 - 2012 All Rights Reserved DIGINFO www.digitalinfostructure.com

iBOS/e 2012 Administrator Manual 3
WHAT IS iBOS/e WEBSHELL 2012

Introduction
iBOS/e 2012
iBOS/e 2012 powers the iBOS/e environment which runs the iBOS/e application suites such
as iBOS/e WebShell, iBOS/e UniBase, iBOS/e PeopleWARE, iBOS/e KnowledgeWARE
among others.
iBOS/e 2012 is essentially a platform for building business portals using its building blocks
and templates which eliminate programming in creating portal artifacts such as eForms,
eViews, eReports, eGraphs, eReminders, and the like. Developed using Adobe ColdFusion,
iBOS/e 2012 runs on ColdFusion application server.
iBOS/e eSkin
iBOS/e eSkin provides the templates for customizing the eSkin content of a website. The
corporate skin can be designed to suit the kind of brand personality that the enterprise would
like to project in its website. It can hold as much content and images such as company profile,
product brochures, articles, etc, like any sites in the Internet. It provides search function for
quick retrieval of content.
My iBOS/e
My iBOS/e provides users with individual access to their iBOS/e eWorkSpace using their
username and password. Users access get authenticated against AD (Active Directory) or
LDAP if iBOS/e has been configured with any of these authentication services. Users iBOS/e
eWorkSpace objects can be personalized according to their roles in the organization. Users
will get to see and use only those iBOS/e applications that they are allowed to use as well as
the data and content that they are allowed to access.
iBOS/e Applications
iBOS/e Applications provide automation functions that are meant for end users. The
properties, scope, and content of the items that these applications make available to
authorized users can be configured or customized using the iBOS/e Utilities module.

iBOS/e Building Blocks

The iBOS/e Building Blocks are applications that aid the iBOS/e Administrator in configuring iBOS/e
environment to suit to the requirements of the organization. These applications include:
iBOS/e Tabprovides functions for configuring the users tabs which provide access to
applications and artifacts accessible to the users.
iBOS/e eBoard provide the functions for configuring the eBoards of users which show
companys bulletin board items such as memos, letters, and announcements.
iBOS/e eBooksprovides functions for creating unlimited number of eBooks and
publishing them quickly. Company manuals such as personnel policy manual, training
manuals, guidebooks, and other voluminous materials can be quickly transformed into
eBooks by cutting HTML codes (provided by MS Word ) and pasting it in the iBOS/e
eBooks templates.
iBOS/e eForumsalso commonly called as online forum, provides an environment for
multi-threaded discussions among selected participants on topic posted by a department
(e.g. HRs proposal for employees to start wearing uniforms).
iBOS/e eFilesprovides functions for enabling users to download softcopies of
companys forms such as the performance appraisal form, templates, Powerpoint materials,
and other corporate documents that need to be centrally managed for optimal sharing and
success.
iBOS/e eFormsenables users to create unlimited number of electronic forms such as
leave application form, overtime permit, etc. with routing capability. Routing of eForm is
being done through email notification using the companys email facility e.g. MS
Exchange/MS Outlook or Lotus Notes. Data contained in approved forms serve as
input to BOS/e Applications like BOS/e Attendance Processor or BOS/e Payroll
Processor.
iBOS/e eViewsprovides functions for enabling internal customers (e.g. line managers) to
browse pertinent information directly from a corporate database, e.g. HR Databank
containing the employees 201 files. Access of each user to such information can be
restricted per record and field levels.
iBOS/e eReportsprovides functions for generating ad-hoc reports using real time data.
iBOS/e eQueriesallows users to run queries and to extract real time data.
iBOS/e eGraphsprovides users with clickable graphs with real time data.
iBOS/e eRoomsprovides facility for online, real-time discussions or live chat wherein
presentations can be made with the aid of a whiteboard or even by PowerPoint.
iBOS/e eRemindersprovides functions for setting reminders and notification alerts.
iBOS/e eAdminallows users to change passwords using the Change Password and
Secret Question Link.

iBOS/e 2012
ADMINISTRATION ROLES
iBOS/e 2012
Admin Org Chart
Below is the recommended iBOS/e 2012 administration team for an enterprise-wide setup,
refer to Figure 2.1.
Figure 2.1. iBOS/e 2012 Administration Organizational Chart for an Enterprise-wide Setup
iBOS/e 2012 Administration Roles

As indicated in Figure 1, there are four (4) main types of iBOS/e Administration Roles namely:
the iBOS/e System Architect, the iBOS/e System Administrator, the Functional, and the
Departmental Administrator.
iBOS/e System Architect
The iBOS/e System Architect is the overall functional leader/business

analyst/enterprise portal architect of the organization. S/he conceptualizes
enterprise portal and departmental portal in collaboration with the iBOS/e
Departmental Administrator.

iBOS/e System Administrator

The iBOS/e System Administrator is the overall technical administrator of the
iBOS/e 2012 in the organization. S/he implements the designs of the Enterprise
Portal and Departmental Portals and administers/maintains users access rights.
iBOS/e Functional Administrator

The iBOS/e Functional Administrator coordinates with the Departmental
Administrators for the construction and maintenance of their respective portal
requirements e.g. which eForms, eViews, etc. to create the HR Portal. S/he must be
knowledgeable about the iBOS/e applications e.g. eBoard, eFiles, eForms, eViews,
etc. S/he is also the one who assigns access rights to security and functional
administrator tools for Departmental Administrators.
iBOS/e Departmental Administrator

The iBOS/e Departmental Administrator is the one who designs, maintains, and
implements the requirements of their respective department portals e.g. the
eForms, eViews, among others, for HR, Marketing, etc.

The Hardware and Software Requirements

Setup and Configuration of Database Server
Installation of Web or HTTP Server
Installation and Configuration of Adobe
ColdFusion (Application) Server
Configuration of Mail Server/Protocol
Installation of iBOS/e Program Files in preferred
Web Server

INSTALLING iBOS/e 2012

Requirements
Introduction
In installing iBOS/e 2012, there are 3 server applications that need to be ran and configured.
First, the Database Serverthis is where iBOS/es initial setup configurations and future data
will be stored. Without the Database Server, iBOS/e will not run. Second is the Web or HTTP
Server. It is the gateway where users can access the iBOS/e portal. And lastly, the Adobe
ColdFusionit is the application server where iBOS/e .cfm files or ColdFusion Mark-up
Language will be executed and processed. This is also where the iBOS/e database
connections are being configured.
Other Requirements
To run the iBOS/e Applications at acceptable or optimal performance, we recommend the
following hardware and software configurations (refer to Tables 3.1 and 3.2 respectively):
Table 3.1. User/Client Access

Acceptable Performance Optimal Performance
Processor Pentium Core Duo 1.0 GHz Pentium Core 2 Duo 1.33 GHz
processor or better processor or better
RAM 1 GB 2 GB
Hard Disk 80 GB SAS HDD 80 GB SAS HDD
LAN Card UTP 10/100Mbps UTP 10/100Mbps
Monitor SVGA with 1MB RAM SVGA with 1MB RAM
Backup Power 15-minute UPS 15-minute UPS
Operating System Windows 2000 or Windows XP Windows 2000 or Windows XP
Web Browser Internet Explorer, Mozilla Internet Explorer, Mozilla
Firefox, Google Chrome Firefox, Google Chrome
Table 3.2. iBOS/e Server

Acceptable Performance Optimal Performance
CPU Intel Xeon QuadCore Intel Xeon QuadCore
RAM 16 GB 32 GB
Hard Disk 500 GB SCSI 1 TB SCSI RAID 5
LAN Card UTP 10/100Mbps UTP 10/100Mbps
Monitor SVGA with 1MB RAM SVGA with 1MB RAM
Backup Power 30-minute UPS 30-minute UPS
Backup System 500GB Backup Storage 1 TB Backup Storage
Operating System Windows Server 2008 Enterprise Windows Server 2008 Enterprise
Application Server Adobe ColdFusion 9 Adobe ColdFusion 9

Database SQL Server 2008 or Oracle DB 9i SQL Server 2008 or Oracle DB 9i

Messaging Server Microsoft Exchange or Lotus Microsoft Exchange or Lotus
Domino Domino
Installing iBOS/e 2012

Installation, Setup, and Configuration
of the Database Server
Install your companys standard database server e.g. MS SQL 2008 Server, Oracle 9i, IBM
DB2 together with its latest service packs or software update patches.
Steps
1. To begin with, create the following databases:
<COMPANYCODE>_GBOSE (Global),
<COMPANYCODE>_CBOSE (Company),
<COMPANYCODE>_SBOSE (Sub-Company),
<COMPANYCODE>_TBOSE, (Transaction),
<COMPANYCODE>_QBOSE (Query),
<COMPANYCODE>_SDBOSE (Site) and
<COMPANYCODE>_VBOSE (Var);
For example: ISCC_GBOSE; for multiple company setup or sites, iBOSE_GLOBAL.
NOTE:
a. For Oracle database server, create only one database and name it as
iBOSE_GLOBAL.
b. But if the above databases already exist i.e. if BOS/e was installed and configured
ahead of time, just create or add those databases that are meant for iBOS/e only and
then proceed to the next step.
2. Open the folder SQL SCRIPTS from the iBOS/e CD Installer provided.
3. Open or copy-paste and execute the SQL scripts under your Databases Tools. Then
select the database (created earlier) and use its corresponding scripts based on your
DBMS Brand.

For Example: For MS SQL:

SQL_GBOSE.sql for GBOSE
SQL_CBOSE.sql for CBOSE etc.
For Oracle:
ORACLE_GBOSE.sql for GBOSE
ORACLE_CBOSE.sql for CBOSE and the like
4. Execute the initial data for corresponding databases, like in CBOSE and GBOSE data.
For Example: For MS SQL:

SQL_GBOSE_DATA.sql for GBOSEs Data
SQL_CBOSE_DATA.sql for CBOSEs Data etc.
For Oracle:
ORACLE_GBOSE_DATA.sql for GBOSEs Data
ORACLE_CBOSE_DATA.sql for CBOSEs Data and the like
NOTE: If iBOS/e tables already exist under BOS/es GBOSE, CBOSE, SBOSE, and
TBOSE, use and execute the scripts from SQL INTEGRATE folder
found in the iBOS/e Installer.

Installing Web or HTTP Server
Installing Microsoft Internet Information Server (IIS)

For MS WinNT 4.0 Server, install the following prerequisites:
WinNT Service Pack 6a or higher

MS WinNT 4.0 Option Pack CD for IIS 4.0 (NOTE: Adobe ColdFusion require at
least IIS 4.0 or higher)
NOTE: This setup is not recommended, because this is only good

for development or test sites.
For MS Windows 2000 and XP Professional, install the following prerequisites:
Windows 2000 Service Pack 4 or Windows XP SP1 or higher

IIS 5.0 from Windows 2000 or XP CD
NOTE: This is the recommended setup.
For MS Windows 2000 and Windows 2003 Server Family, install the following pre-
requisites:
Windows 2000 Service Pack 4 or higher

IIS 5.0 and IIS 6.0 (for Win2k3) install and configure it properly using the Control
Panels add/remove Programs/Windows Applications.
If cannot be installed, reinstall it from the original CD.
NOTE: Windows Server 2003 is not properly working with Adobe

ColdFusion 9. You need to update your ColdFusion installer from version 6.0
to version 6.1. You can download this update from the Adobe website at
www.adobe.com. According to Adobe, this update/download is free; you only
have to input your licensed serial number.
TIP: ColdFusion supports IIS 4.0 version and above.


Installing and Configuring Adobe
ColdFusion Application Server
Installing Adobe ColdFusion 9 Application Server
Steps
1. Install the application server in your available drive, e.g. drive C:\ or D:\.
2. Configure ColdFusion Server so that it will connect to your Web Server (IIS, Apache
and etc.).
NOTE: For further details, please refer to Adobe ColdFusion

Installation Manual.
Recommended ColdFusion Settings for Production Environment
Listed below are Infostructure's recommendation for ColdFusion server settings for clients
using Adobe ColdFusion 9.
ColdFusion Administrator Settings

Server Settings
Maximum number of simultaneous requests set this to 10.

Timeout Requests after (seconds) disable this option.
Enable Whitespace Management enable this option.
Caching
Maximum number of cached templates set to 1024.

Trusted cache enable this option.
Save Class Files enable this option.

Cache web server paths disable this option.

Maximum number of cached queries set this to 100.
Memory Variables
Default Timeout: Session Variables set the value equal to the value set in
the SESSIONEXPIRE field in the table EGRGCOMPANY.
Java and JVM Settings
JVM Arguments Add this entry at the end of the JVM arguments, -
Duser.language=en -Duser.region=US.
Debugging Settings
Enable Robust Exception Information disable this option.

Enable Debugging disable this option.
Debugging IP Addresses
IP Address add 127.0.0.1 to the list of IP Addresses for Debug Output as a

precaution that the production server (localhost) will be the only one who will see
the debug messages.
Adobe ColdFusion 9 Server Configuration

Steps
1. Using a text editor, open the file <cf_root>/runtime/servers/default/SERVER-

INF/jrun.xml for editing. <cf_root> refers to the installation folder of ColdFusion (i.e.
C:\ColdFusionMX)
2. Locate the attribute threadWaitTimeout and change the value to 300.
<service class="jrun.servlet.jrpp.JRunProxyService" name="ProxyService">

<attribute name="activeHandlerThreads">10</attribute>
...
<attribute name="threadWaitTimeout">20</attribute> <----- set this to 300
3. Save the changes and restart ColdFusion.

Configuring Adobe ColdFusion 9 Application Server for iBOS/e
Steps
1. Login to http://<hostserver>/cfide/administrator/index.cfm
2. Set up DSNs (Data Source Names) in ColdFusion Server in CFIDE.
For Adobe ColdFusion 9:
a. Go to DATASOURCE under DATA AND SERVICE

b. Create and ADD DSN, for example: GBOSE
NOTE: If you are configuring it for GBOSE, your DSN should be

iBOS/e_GLOBAL, while the others should stay the same. This is because
iBOS/e reads iBOS/e_GLOBAL as the default DSN.
For Oracle setup, you will just configure one DSN, that is the
iBOS/e_GLOBAL, because oracle setup has only one database.
c. Specify the driver for your database <MICROSOFT SQL SERVER> if MS

SQL database, <ORACLE> if using ORACLE database, then click ADD.
d. Then fill up the following fields:
CFDATA SOURCE NAME: iBOS/e_GLOBAL (as DSN)
DATABASE: <COMPANY_CODE>_GBOSE (as DATABASE NAME)
SERVER: <COMPUTER NAME> (DATABASE SERVER)
USERNAME: <USERNAME> (DATABASE SERVER)
PASSWORD: <PASSWORD> (DATABASE SERVER)
NOTE: SERVER, USERNAME, and PASSWORD fields are used to

connect to your database server.
e. Then click SUBMIT.
NOTE: A status message will appear to verify whether you have

successfully added and registered your database or not.
f. Repeat these processes in creating the rest of the data source names for
iBOS/e.

For Adobe ColdFusion 9:
a. For ODBC Connection:
If you want to create and manage your database connection through

ODBC:
1. Go to ODBC DATA SOURCES under DATA SOURCES.

2. Fill up the first field for DSN, for example: GBOSE

iBOS/e_GLOBAL, while the others should stay the same. This is
because iBOS/e reads iBOS/e_GLOBAL as the default DSN.
3. The second field is for the type of ODBC Driver. Select the driver of
your database that your are using and then click ADD.
4. Click CF SETTINGS and fill up the following field:
DESCRIPTION: Global Database (Description of your Database)

LOGIN INFO - DATABASE: <COMPANYCODE>_GBOSE
(DATABASE NAME)
COLDFUSION LOGIN
USERNAME: <USERNAME>(DATABASE SERVER)
PASSWORD: <PASSWORD>(DATABASE SERVER)
5. Click CREATE.
NOTE: A status message will appear to verify whether you have

successfully added and registered your database or not.
6. Repeat these processes in creating the rest of the data source names
for iBOS/e.
b. For OLE DB Connection:
If you want to create and manage your database connection thru OLE DB,
you can use JET, SQLOLEDB, and other providers such as the MSDASQL
to connect ColdFusion to various data sources.
1. Go to the OLE DB DATA SOURCES under DATA SOURCES.

2. Fill up the first field for DSN for example: GBOSE

iBOS/e_GLOBAL, while the others should stay the same. This is
because iBOS/e reads iBOS/e_GLOBAL as the default DSN.
3. The second field is for the PROVIDER. Select the provider of your
database that your are using and then click ADD.
4. Click CF SETTINGS and then fill up the following field:
DESCRIPTION: Global Database (description of your database)

PROVIDER: SQLOLEDB (the provider that you selected earlier)
DEFAULT DATABASE: <COMPANYCODE>_GBOSE (DATABASE
NAME)
COLDFUSION LOGIN
USERNAME: <USERNAME>(DATABASE SERVER)
PASSWORD: <PASSWORD>(DATABASE SERVER)
5. Click CREATE.
NOTE: A status message will appear to verify whether you

have successfully added and registered your database or not.
6. Repeat these processes in creating the rest of the data source names
for iBOS/e 2012.


Configuring Mail Server/Protocol
Connections for iBOS/e 2012
Adobe ColdFusion assumes that your SMTP or MAPI (Exchange) Mail Server is already
configured properly. You can configure Adobe ColdFusion to be able to connect to your mail
server, so that iBOS/e can send mail notifications and reminders to its users. Mail server is
optional for iBOS/e, but it is also beneficial because of its features that your company will be
able to use such as like mail notification and reminders.
NOTE: Adobe ColdFusion supports only SMTP Protocol for sending emails but
DIGINFO has developed a work around to support iBOS/e 2012 for the MAPI
Protocol. The work around on MAPI Protocol, however, will only work on IIS Web
Server Platform.
Steps
1. For Simple Mail Transport Protocol (SMTP)
a. Acquire the Internet Domain Address or IP Address and default port number of the
mail server from your System/Network Administrator. SMTP Default Port Number is
port 25 unless your System/Network Administrator changed it.
b. Logon to Adobe ColdFusion Administrator CFIDE Site and then go to Mail/Mail
Logging under Server Settings.
c. Specify the Mail Server Address: it can be an Internet Address (e.g.
mail.eenterprise.net) or IP Address (e.g. 66.80.85.7). Also include the SMTP Port No.
of your Mail Server.
d. To check the connection from Adobe ColdFusion to the Mail Server:
i. Tag the checkbox that corresponds to: Verifying Mail Server Connection
ii. Click Submit Changes.
iii. NOTE: Should there be an error message encountered, consult your
System/Network Administrator (ask for the configurations stated in procedure i.).
e. Check the Log all E-mail messages sent by Adobe ColdFusion to further debug or
trace the errors of Mail Connections that will be encountered in the future.
2. For Messaging Application Programming Interface (MAPI)
a. Acquire the MAPI MailTransportURL, MAILSERVER, AND MailBox from your

System/Network Administrator.
b. Ask the assistance of the iBOS/e 2012 Implementer for the succeeding steps.


Program Files in Preferred Web Server
For the MS IIS Server:
Create an iBOSe directory in C:\Inetpub\wwwroot\
Copy and install all iBOS/e Program Files < .cfm source codes> into
C:\Inetpub\wwwroot\iBOSe\*.*
Web Server Configuration

Configuring Microsoft IIS
Steps
1. Open the Internet Services Manager in Administrative Tools to open IIS Manager.
2. Right-click the Default Web Site, then click New Virtual Directory.
3. Type in iBOSe for the alias on the preferred virtual directory name.
4. Browse the directory where the iBOS/e Program Files were installed
<C:\Inetpub\wwwroot\iBOSe\>
5. After Virtual Directory iBOSe has been formed, right-click and go to the property
page of iBOS/e.
6. In the Documents Tab, add or type in index.cfm.
7. Press the up arrow key highlighting index.cfm to be the default priority page to be
accessed.

Table Familiarization
Data Pump
Data Back-up

DATA MAINTENANCE
Table Familiarization
The Database System and Structure of iBOS/e 2012

The iBOS/e complies with IEDA (Infostructure Enterprise Databank Architecture) which is the
database system and structure for all DIGINFO iTechnology platforms such as BOS/e,
iBOS/e, mBOS/e, among others. IEDA is divided into four levels: The Global Database,
Company Database, Sub Company Database and Transaction Database. Each of these
databases contains tables that are used by iBOS/e. As the iBOS/e Administrator, it is your job
to learn how to name the physical tables. This will be very useful when creating new tables
that your company needs, or for debugging purposes, when you need to look for specific
tables to check on data types/ data length, validity of data, among others.
This document is divided into two parts. Part 1 describes how iBOS/e Tables are named. Part
2 contains guidelines for creating new tables that your enterprise will use.
Part 1. iBOS/e Table Naming Convention

Table Names are divided into three parts:
1. Table Level
2. Table Type
3. Table Description MasterFile Table and InfoCard Table Concept
(One is to Many Database Normalization Concept)
Format:
ABBXXXXXXX
Where:
CMFPA
A Visibility according to level.
G BOS/e Global
C BOS/e Company 1
S BOS/e Sub-Company
T BOS/e Transaction
EG iBOS/e Global
EC iBOS/e Company
BB Table Type
MF Master File N
LK LookUp Card
LN Link
IN InfoCard CIN21EDUCATION
IN21 InfoCard (for 201 files)
BR Business Rule
RG Registry
RT Rights

ST Setup
XXXXXXX Description of the content of the Table.
Examples:
EGRGCOMPANY This is the table that contains the global registry of iBOS/e companies.
ECRTBOARDS This is the table that contains the user access rights (eBoards User
Manager) to eBoards.
CMFPA This is the Company Master File table that stores the Company Employee Master
List
CIN21EDUCATION This is a Personnel 201 InfoCard table that contains the education
information of an employee.
NOTE: Recommended length for table names should be at least 20 characters

(alphanumeric). Spaces and special characters are not allowed. It is also
recommended to use ALL CAPS when naming tables in iBOS/e.
The Classification of iBOS/e 2012 Databases

Global (GBOSE) holds data that are applicable to the whole enterprise or
organization.
Company (CBOSE) holds data that are local to a company. Consequently, it is
applicable to all the sub-companies in that company.
Sub-Company (SBOSE) holds data that are local only to a sub-company. Some
data describes what data are stored at BOS/e Transaction databases.
Transaction (TBOSE) holds transaction data in a given sub-company or group of
applications in a company or its content.
Query (QBOSE) holds data being used by iBOS/e eQueries.
Site (SDBOSE) holds content and images being displayed by iBOS/e eSkin.
Var (VBOSE) holds data captured by eForms in iBOS/e eSkin which are used by
iBOS/e eHR applications such as eRecruitment.
The Classification of iBOS/e 2012 Tables

Master (MF) holds permanent information about the business such as information
about employees, vendors, customers, and so on and so forth.
Lookup Card (LK) same with Master tables but with lesser priority and importance
with data in the Master (holds codes, listings, rates, and other reference information
that are looked up to by user during data entry.
InfoCard (IN) acts as an extension of Master Tables, holds detailed information
such as education experience, personal background, etc.
InfoCard for 201 Files (IN21) acts as an extension of Master Tables pertaining to
employee data.

Business Rule (BR) holds default settings, parameters, options, configurations, and
guidelines to a particular business process.
Registry (RG) holds information about the data that are entered into the system or
pertaining to the system. These data can be permanent or time bounded, examples
are payroll Files, eForms instances, BOS/e Users, Data Locations, etc.
Rights (RT) holds data of Users and Groups to have access rights in certain
applications and features in iBOS/e, like having access or not in viewing Company
Master File in eViews.
Setup (ST) holds information on how BOS/e as a business system, is set up. This
includes tables that describe the association of BOS/e entities, etc.
Link (LN) holds the data value of a Master ID and Reference IDs link.
Part 2. Additional Database Table Fields Required in iBOS/e 2012
Guidelines in Creating New Tables
In creating new tables for Master files, InfoCards, and Lookup Cards, additional fields must be
included in the table. These data serve as an Audit Trail function for the table. These fields are
not required when creating new tables, and iBOS/e will function normally without the
additional fields stated below.
Table 4.1. Additional Fields For Master Files, InfoCards, and Lookup Cards
Column Name Data Type (MSSQL) Data Type (Oracle)
RECCREATEDBY VARCHAR (20) VARCHAR2 (20)
RECDATECREATED DATETIME DATE
USERID VARCHAR (20) VARCHAR2 (20)
DATELASTUPDATE DATETIME DATE
TIMELASTUPDATE VARCHAR (8) VARCHAR2 (8)
ROUTEID VARCHAR (30) VARCHAR2 (35)
DATEACTIONWASDONE DATETIME DATE
APPROVED VARCHAR (1) VARCHAR2 (1)
ATTACHMENTCODE VARCHAR (35) VARCHAR2 (35)
ACTIONBY VARCHAR (20) VARCHAR2 (20)
Table 4.2. IN21 Tables contains the above columns PLUS:

GUID VARCHAR (20) VARCHAR2 (20)
PERSONNELIDNO VARCHAR (20) VARCHAR2 (20)

Table 4.3. Common Data Types used in iBOS/e 2012

MSSQL Oracle Description
Usually used for variable length strings, for example:
VARCHAR VARCHAR2 First Name. Containing alphanumeric characters, no
spaces.
DATETIME DATE Used for date fields.
FLOAT FLOAT Used for numeric fields, for example: decimal like 1.50.
TEXT CLOB Used for data that will contain paragraphs, memos.
IMAGE BLOB Used to store pictures/icons.
The following figures will illustrate the different classifications of

iBOS/e databases:
iBOS/e_GLOBAL, which stores the global tables that contain information that are
generic or can be shared among the companies in the enterprise. Shown below are
the essential tables under it (highlighted in the figure).
Figure 4.1. Pertinent Tables in Global

On the other hand, iBOS/e_ISCC is an example of a compnay database, which

basically keeps the company-specific tables such as employee masterfiles and
their associated infofiles, lookupfiles; registry files, etc. Refer to the highlighted
tables in the figure below.
Figure 4.2. Pertinent Tables in Company

To view fields under a specific table, right-click and choose "open table" and
"return all rows."
Figure 4.3. Viewing fields under a specific table

The fields contained in said field will now be shown in the next display. For our
example below, we chose ECRGFILES, which corresponds to the registry data for
existing eFiles.
Refer to Figure 4.4.
Figure 4.4. Field Table

DATA MAINTENANCE
Data Pump
The procedure described below pertains to managing iBOS/e Databases that reside in an
SQL Environment. It is best then to refer to any SQL manual on managing databases for a
more detailed understanding of the SQL Enterprise Manager.
DATA PUMP refers to the import and export of data from a specified data source to a
selected destination either locally or remotely.
Steps
1. If you have SQL installed in the server, click Start. Select Programs, then Microsoft
SQL Server 7.0, and then click Enterprise Manager. Refer to Figure 5.1.
Figure 5.1. The SQL Home Screen
2. Choose the Database Server (for example: IBOSE) then Databases, and then the
specific Database you want to either export or import and then the task you want to
carry out. In our example below, we chose IBOSE_ISCC, All tasks, Import Data; see
Figure 5.2.

Figure 5.2. iBOS/e_ISCC>All tasks>Import Data
A screen similar to Figure 5.3 will appear.
Figure 5.3. DTS Import/Export Wizard

3. Click Next; see Figure 5.4. This merely allows you to set your data source. In the
Server option, choose the Database Server, for example: IBOSE. Always use SQL
server authentication since our database resides in an SQL environment. Supply the
corresponding username and password, which pertains to your SQL license and then
choose table that would be your source of data during import or export.
Figure 5.4. DTS Import/Export Wizard-Choose a Data Source
4. After clicking Next, the screen display will prompt you to enter a destination, see
Figure 5.5. Choose Microsoft OLE DB Provider for SQL server for cases of remote
transfer and Other (ODBC sources) for local ones. NOTE: For server: choose the
Database Server of your destination for there are instances when there are separate
servers. Again use SQL server authentication and supply appropriate username and
password along with specific table to receive imported or exported data. Click Next
once through.
Figure 5.5. DTS Import/Export Wizard-Choose a Destination

5. Tick the radio button that corresponds to Copy table(s) and view(s) from the source
database. Click Next. The Enterprise Manager will now begin the data transfer.
Figure 5.5. DTS Import/Export Wizard-Specify Table Copy or Query

6. You could either choose <Select All> or <Deselect All> depending upon the tables that
needs to be copied. Once done, click Next.
Figure 5.6. DTS Import/Export Wizard-Select Source Tables and Views

7. You could either prompt the SQL manager to run the settings immediately or postpone
it to a later schedule by choosing Save DTS to a later execution and providing
preferred schedule. Or you could simply save it. Refer to Figure 5.7.
Figure 5.7. DTS Import/Export Wizard-Save, schedule, and replicate package
8. Information regarding your requested transfer would then be displayed. Be sure that
the details are correct. Once you are done checking, click Finish; refer to Figure 5.8.
Figure 5.8. Completing the DTS Import/Export Wizard

9. The next window will show you actual real-time information as to status of each table
being transferred. A check means transfer has been completed, the green triangle
indicates that it is still ongoing and the clock icon pertains to data still to be transferred.
Click <Cancel> to terminate the activity.
Figure 5.9. Executing Package
10. After the transfer, the system will prompt you whether it was successful or not and
indicate exact number of tables transferred. Refer to Figure 5.10.
Figure 5.10. Message Dialog Box
NOTE: Remember to go back to the database directory to check if the

destination database reflects the transferred data.

DATA MAINTENANCE
Data Backup
Steps
1. Initially, choose the table you wish to back-up. In the example below, we have chosen
specific tables under IBOSE/IBOSE1 database. Right click and choose all tasks and
then backup the database. See Figure 6.1.
Figure 6.1. SQL Service Enterprise ManagerBackup Database
2. In the next screen, indicate data that need to back-up and name it as <back up> or any
preferred name depending upon the companys naming convention. In the example
below, we choose gbose and decide to name the backup table as gbose backup.
Choose "database complete." Choose "append to media so a copy of the original data
will be saved. Click <OK>. See Figure 6.2.

Figure 6.2. SQL Server Backup
3. You could set-up the system to automatically backup said data with given settings. In
our case, we choose recurring meaning the back up would occur every week on
Sunday at 12:00 AM. Remember to check "enabled" box. Click <OK>. See Figure 6.3.
NOTE: Remember to check on the database directory to see if the backup

procedure was reflected.

Figure 6.3. Edit Schedule

Refer to the table below for the complete listing of the Global, Company, Subcompany, Var,
and SITEDSN (multi-company) tables.
Table 6.1. List of the Global, Company, Subcompany, Var, and SITEDSN (multi-
company) tables
GLOBAL TABLES
EGLKTASKTYPE EGRGTASKS GLKSWIPEDELIMETED
EGLNUSERGROUPS EGRGTHEMES GLKTERMCONDTIONS
EGRGAPPGROUP EGRGUSERAPPS GLKTEXTSWIPE
EGRGAPPGRPMEMBERS EGRGUSERCONNECTION GLKTYPEMOVEMENT
EGRGAPPLICATIONS EGRGUSERGROUPS GMFPEOPLE
EGRGCOMPANYAPPS EGRGUSERGROUPSSTAT GRGBOSETABLE
EGRGCOMPANYSETTINGS EGRGUSERMASTER GRGBOSETABLEFIELDS
EGRGCONDTLHIST EGRGWEBSHELLCOMPS GRGTABLELEVEL
EGRGCONNECTHIST EGRGWORKEDITOR GRGUSEREXECQRYSQL
EGRGCONNECTIONDTL EGRGWORKSPACE GRGUSERTABLE
EGRGDBFUNCTIONS GLKCASMOVEITEMS GSTAUTOGENFIELD
EGRGTEMPLATES GLKDBASESWIPE GSTLOOKUP
EGRGEMAILTEMPLATES GLKHOLIDAYS GRFTABLES
EGRGROLEINDEX GLKINITCONDITIONS GLKMOVEREASONS
EGRGROLEINDEXTEMP GLKMMOVEITEMS EGLNUSERGROUPS
COMPANY TABLES
CBR201 CMFSIGNINUSER ECRGMYLINKS
CBRRENUMERATION CMFSPONSORCHILD ECRGPAYROLL
CBRTKPROPERTIES CRGPEREQUESTDETAIL ECRGPAYROLLCONDITION
CBRWSEMPPOLICY CRGPERSONNELREQUEST ECRGPAYROLLCONDITIONTMP
CINBARBERWORKHISTORY CRGROUTEDETAILS ECRGPAYROLLTABLE
CINFFACTIVITY CRGROUTEMAIN ECRGPAYROLLTABLETMP
CINFFPROCESS CRGROUTERECORDS ECRGPAYROLLTMP
CINLEAVEAPPSD CRGTKFILES ECRGPYSLIP
CINLEAVEAPPSM ECINAUDITDTL ECRGRECRUIT
CINLEAVEAPPSRC ECINAUDITDTLMEMO ECRGRECRUITCONDITION
CINLVENTITLEMENT ECINAUDITHDR ECRGRECRUITDETAILS
CINLVRECORD ECINBOOKS ECRGRECRUITTABLE
CINRENGROUP ECINBULLETINBRD ECRGREMIND
CINRENINDIVIDUAL ECINCHANGEWS ECRGREPORT
CINTKEXCEPTEVENT ECINCOLLABDISC ECRGREPORTCONDITION
CINTKEXCEPTEVENTI ECINCOLLABUSER ECRGREPORTFIELD
CINTKEXCEPTEVENTM ECINFORCELV ECRGREPORTFOOTER
CINTKTOESLIP ECINFORMSATTACH ECRGREPORTGRAND
CINTRAINING ECINORGCHARTEMP ECRGREPORTGROUPBY
CINTRNGATTENDIS ECINRENUMERATION ECRGREPORTGROUPING

Table 6.1. List of the Global, Company, Subcompany, Var, and SITEDSN (multi-
company) tables
COMPANY TABLES
CINTRNGEVENT ECINTKOTPERMIT ECRGREPORTORDERBY
CINWSEMPPOLICIES ECINUSDATA ECRGREPORTPAGER
CINWSMASTER ECLKRPTGROUPING ECRGREPORTPROPERTY
CINLEAVEAPPSI ECMFUSRDEFINEROLE ECRGREPORTTABLE
CLKCRGFILEARCHIVE ECRGBOARD ECRGROOMS
CINWSSUBSKED ECRGBOOKIDSTATUS ECRGTASKS
CINWSTEMPSKED ECRGBOOKS ECRGTEMPAPPMOVEMENT
CLKACTIONS ECRGBOOKSTATUS ECRGTKPAIRVALID
CLKBONUSMONTH ECRGBROWSERBAND ECRGUSDATA
CLKCRGFILEGROUP ECRGBROWSERFLDPROP ECRTBOARD
CLKEMPLOYMNTSTATUS ECRGBROWSERREC2DISP ECRTBOOKS
CLKLIFEINSSTAFF ECRGCOLLAB ECRTCOLLAB
CLKPOSITION ECRGCOLLABMOVE ECRTFILES
CLKPOSTACTIVITY ECRGCOLLABTHREAD ECRTFORMS
CLKPREACTIVITY ECRGFILES ECRTFORMSFIELD
CLKPYITEMS ECRGFLDRELATION ECRTGRAPH
CLKUNITCODE ECRGFLDRELATNDTL ECRTPAYROLL
CLKVLCODE ECRGFORMS ECRTPYSLIP
CLKWORKINGDAYS ECRGFORMSDETAIL ECRTQUERY
CLKWORKSKED ECRGFORMSUSERFILTER ECRTRECRUIT
CLKWSHOLIDAYS ECRGGRAPH ECRTREMIND
CMFCANDIDATELISTING ECRGGRAPHCONDITION ECRTREPORT
ECRGGRAPHFIELD ECRTROOMS
ECRGGRAPHPROPERTY ECRTTASKS
CMFPA ECRGGRAPHTABLE ECRTTIMEKEEP
CMFPROJECTS ECRGMYAPPS ECRTUSERFILTER
CMFSHORTLISTED ECRGMYiBOS/e ECLNBOOKS
SUBCOMPANY TABLES
SINCBSALARYCURRENT SINMOVEMENTEMPS SINPYPOSTEDTRANS
SINCBSALARYHISTORY SINMOVEMENTFORMS SINPYSTATUTORYDED
SINMOVEMENTDELTA SINPYLOANPAYMENTS SINPYYTDATTENDANCE
VAR TABLES
GRGPOOL GRGTEMPPOOL
SITEDSN TABLES (multi-company)
ECINUSDATA ECLNUSDATA ECRGUSDATA

Table 6.2 on the other hand, shows the complete listing of tables of iBOS/e Applications and
its description.
Table 6.2. Table Descriptions

Table Description
eBoard
ECRGBOARD eBoard Manager table
ECRTBOARD eBoard User Manager table
eBooks
ECINBOOKS Holds data on the book content (eBooks Editor table)
ECLNBOOKS Table that associates hierarchies and contents in an eBook
Table that informs users on the status of the eBooks content that
ECRGBOOKIDSTATUS
they access
ECRGBOOKS Holds data on the book titles (eBooks Listing table)
ECRGBOOKSTATUS Table that informs users on the status of the eBooks they access
ECRTBOOKS eBooks User Manager table
eForums
ECINCOLLABDISC Table where discussion messages are saved (including hierarchies)
Stores which messages a user has read in a particular discussion
ECINCOLLABUSER
thread
ECRGCOLLAB eForums Personal Folder and eForums Shared Folder table
ECRGCOLLABMOVE Table that holds folder IDs and their associated eForums IDs
Table storing the subject of created discussion threads and when
ECRGCOLLABTHREAD
they were made
ECRTCOLLAB eForums User Manager table
ECINCOLLABPERSONAL Stores discussion under Personal Folder
ECINCOLLABSHARED Stores discussion under Shared Folder
ECRGCOLLABDEFAULT Table that holds the user ID and folder code
eFiles
ECRGFILES eFiles Manager table
ECRTFILES eFiles User Manager table
eForms
CINFFACTIVITY Table that stores all created activities used in routing processes
Table where routing processes are saved (Form-Flow Process
CINFFPROCESS
table)
CLKACTIONS Stores different action types for routing eForms (i.e. Approve, Read)
CLKPOSTACTIVITY Stores post-activities in form-flow processes
CLKPREACTIVITY Stores pre-activities in form-flow processes
Stores form-flow details of routed forms (approvers remarks, status
CRGROUTEDETAILS
per approver)

Table 6.2. Table Descriptions (continuation)

eForms
Stores routing details seen from the WorkList (priority, originator,
CRGROUTEMAIN
associated table)
Stores current routing status of an eForm (i.e. if its new or viewable,
CRGROUTERECORDS
date routed)
ECINFORMSATTACH Stores file attachments in eForms /eViews records
Stores user IDs that can override members in user roles (in
ECMFUSRDEFINEROLE
configuring activities)
ECRGFORMS eForms Manager and eViews Manager table
ECRGFORMSDETAIL Table that stores InfoCard(s) information on eForms and eViews.
Stores filter options (and field used for filtering) for users of a
ECRGFORMSUSERFILTER
particular eViews
ECRTFORMS eForms User Manager and eViews User Manager table
ECRTFORMSFIELD Table that defines non-editable fields in eViews
GLKINITCONDITIONS Stores initial conditions for form-flow processes
GLKTERMCONDITIONS Stores terminating conditions for form-flow processes
ECRTFORMSGROUP Stores the accessible fields per route activity in editable on route
CLKACTIONDETAILS Lookup for action in form flow process
CINLEAVEAPPSRC Leave recall; eForms post process
eViews
ECRGBROWSERBAND Saves infolists (bands) used to view additional details in eViews
Stores viewing properties of created bands (i.e. default fonts and
ECRGBROWSERFLDPROP
alignments)
Enables and sets how many records from InfoCards to be instantly
ECRGBROWSERREC2DISP
displayed
ECRTUSERFILTER eViews user filter
ECRGUSERFILTERCONDITION Holds conditions created for the User Filter
ECRGUSERFILTERGROUP Holds information about the tables used in the Group Filter
ECRTUSERFILTER Table for User Filter Users/Groups
eQueries
ECRTQUERY eQueries User Manager table
GRGUSEREXECQRYSQL Table that stores SQL statements used in eQueries
eGraphs
ECRGGRAPH Table where created and shared eGraphs are saved
ECRGGRAPHCONDITION Stores joining operators (AND, OR) and fields in eGraphs
ECRGGRAPHFIELD Stores available fields to be used and viewed in eGraphs
Saves eGraph chart properties (i.e. graph type, dimensions, value
ECRGGRAPHPROPERTY
columns, etc.)
ECRGGRAPHTABLE Stores the database tables to be used and viewed in eGraphs
ECRTGRAPH eGraphs User Manager table


ePayroll
ECRGPYSLIP ePayslip Manager table
ECRTPYSLIP ePayslip User Manager table
ePersonnel Movements
ECRGPAYROLL ePersonnel Movement Manager table
ECRTPAYROLL ePersonnel Movement User Manager table
ECRTITEMFILTER Access of users to items
eReminders
ECRGREMIND eReminder Manager table
ECRTREMIND eReminder User Manager table
eReports
ECRGREPORT eReports Manager table
ECRGREPORTCONDITION Stores joining operators (AND, OR) and fields in created eReports
Stores eReport display formats (i.e. suppress zero values, number
ECRGREPORTFIELD formats)
Stores fields and captions used for report groupings in eReports
ECRGREPORTFOOTER footers
ECRGREPORTGRAND Table where eReports grand footer data are saved
Table that specifies how records displayed in an eReport are being
ECRGREPORTGROUPBY grouped
ECRGREPORTGROUPING Stores fields used for report groupings in eReports headers
ECRGREPORTORDERBY Stores sorting orders for created eReports
ECRGREPORTPAGER Table where eReports page footer data are saved
Holds additional eReports properties (rows displayed per page, pre-
ECRGREPORTPROPERTY process)
ECRGREPORTTABLE Stores the database tables to be used and viewed in eReports
ECRTREPORT eReports User Manager Table
ECRGREPORTCOLALIGN Stores the column properties in eReports
eRooms
ECRGROOMS eRooms Manager Table
ECRTROOMS eRooms User Manager Table
eRecruitment
ECRGRECRUIT eRecruitment Manager table
ECRTRECRUIT eRecruitment User Manager table
Holds information about the created template (RECRUITID, if posted,
ECRGRECRUITDETAILS etc)
ECRGRECRUITTABLE Stores information of what table was used
ECRGRECRUITCONDITION Holds conditions created in eRecruitment


eTimekeeping
CRGTKFILES eTimekeeping Manager table
ECRTTIMEKEEP eTimekeeping User Manager table
CBRTKPROPERTIES Stores setup details about the created timekeeping file
ECRGTKPAIRVALID Stores the created valid pair in eTimekeeping
eRequisition
ECRGPAYROLL eRequisition Manager table
ECRTPAYROLL eRequisition User Manager table
ECRGPAYROLLTMP Temporary storage of data
ECRGPAYROLLTABLE Stores information of what table was used
ECRGPAYROLLCONDITION Holds conditions created in ePayroll
ECRTITEMFILTER Access of users to items
ECRGTEMPAPPMOVEMENT Temporary storage of data
ECRGPAYROLLCONDTMP Temporary storage of data for conditions
ECRGPAYROLLTABLETMP Temporary storage of data for tables used
eTasks
ECRGTASKS eTasks Manager table
ECRTTASKS eTasks User Manager table
eAdmin
Audit Trail Viewer
Table that saves the old and new values in audit trails (textfield
ECINAUDITDTL
support)
Table that saves the old and new values in audit trails (textarea
ECINAUDITDTLMEMO
support)
ECINAUDITHDR Stores performed transactions on applications (add, edit, or delete)
Change Password / User Manager
Table that holds iBOS/e user accounts (stores passwords and email
EGRGUSERMASTER
addresses)
Common Items
Where related contents of a data type are saved (Common Items
ECINUSDATA
Editor table)
ECLNUSDATA Table that associates hierarchies and contents in Common Items
ECRGUSDATA Types for Common Items / iBOS/e Data Type Editor table
Data Architect
GRGBOSETABLE Stores information about the database tables
GRGBOSETABLEFIELDS Holds the data dictionary
GSTAUTOGENFIELD Stores auto-generated values
GSTLOOKUP Stores lookup configurations


User Connections Viewer
EGRGCONDTLHIST Saves the web page(s) request and request time history of all users
EGRGCONNECTHIST Saves connection logs (data on previous user connections) in iBOS/e
Stores the web page(s) requested and request time of currently
EGRGCONNECTIONDTL
connected users
Stores connection details (i.e. IP address, user account) of connected
EGRGUSERCONNECTION
users
User Role Manager
EGLNUSERGROUPS Stores user-role data (i.e. which users belong in a particular group)
EGRGUSERGROUPS Stores group names from the User Role Manager utility
EGRGROLEINDEX Holds information about Groups and all users under that group
EGRGROLEINDEXTEMP Temporary storage of data
EGRGUSERGROUPSSTAT Holds information about User Role Group by Status
WebShell User Manager
EGRGUSERAPPS Allows users in a company to gain access to iBOS/e applications
eSkin Manager
EGRGTHEMES Table used for storing eSkin data
iBOS/e eHR Access Manager
ECRGEHRCOMPFILTERS Stores the filters created in iBOS/e eHR User Access Manager
ECRGEHRCOMPACCESS Stores the items assigned to a certain user filter
ECLKRPTGROUPING Lookup used for iBOS/e eHR User Access Manager
Tab Manager
ECRGTABGROUPMAIN Table that holds tabgroupid and description
ECRGTABMAIN Stores tabs used in the tab groupings
ECRGTABDETAILS Stores details of created tab in Tab Creation Management
ECRGTABGROUPDETAILS Stores details about tabs and what group that tab belongs
ECRTTAB Stores details about user access in a certain tab
ECRTTABGROUP Stores details about user access in a certain tab groupings
Mail Template Creator
EGRGEMAILTEMPLATES Table for the iBOS/e Mail Template Creator
User Table Manager
GRGUSERTABLE Grants per-table user access
Workspace Editor
EGRGWORKEDITOR It stores the available personalized themes
Workspace Manager
EGRGWORKSPACE Table used for storing workspace data
SubCompany
SINCBSALARYCURRENT Holds employee current salary
SINCBSALARYHISTORY Holds employee salary history


SubCompany
SINMOVEMENTDELTA ePersonnel Movements; holds movement items data
SINMOVEMENTEMPS ePersonnel Movements;
SINMOVEMENTFORMS ePersonnel Movements; master table
SINPYLOANPAYMENTS Holds all paid loan deductions
SINPYPOSTEDTRANS Year-to-date of earnings and deductions
Government deductions such as SSS, PAGIBIG, PHILHEALTH, and
SINPYSTATUTORYDED
tax
SINPYYTDATTENDANCE Year-to-date of attendance
Other Tables
Other iBOS/e Tools
Online Registration
Stores data for newly signed-up users (Online User Registration
CMFSIGNINUSER
table)
Personalize link
Stores personalized external apps of iBOS/e users (iBOS/e External
ECRGMYAPPS Apps table)
Stores iBOS/e workspace personalization data (i.e. workspace
ECRGMYiBOS/e theme)
Stores personalized quick links of iBOS/e users (iBOS/e Quick Links
ECRGMYLINKS table)
Post Message
ECINBULLETINBRD Saves messages posted by site viewers (Post a Message link)
xMiLe
ECRGMAILLOG Holds information about the received mails
ECRGMAILSEND Holds information about the mails sent
Other Tables
CBR201 Stores employee 201 files
CINLEAVEAPPSI Table used for online leave applications via eForms (iBOS/e table)
CINLEAVEAPPSM Table used for storing leave records (master table)
CINLVENTITLEMENT Table for storing employee leave balances
CINLVRECORD Displays employee leave records
Stores employment status types (i.e. Regular, Resigned,
CLKEMPLOYMNTSTATUS
Probationary)
CLKLVCODE Contains a list of leave codes and their descriptions
CLKUNITCODE Lookup of unit code


Other Tables
CBR201 Stores employee 201 files
CINLEAVEAPPSI Table used for online leave applications via eForms (iBOS/e table)
CINLEAVEAPPSM Table used in storing leave records (master table)
CINLVENTITLEMENT Table used in storing employee leave balances
CINLVRECORD Displays employee leave records
Stores employment status types (i.e. Regular, Resigned,
CLKEMPLOYMNTSTATUS Probationary)
CLKLVCODE Contains a list of leave codes and their descriptions
Stores employee profile and other company-related info (i.e. position,
CMFPA date hired)
ECRGFLDRELATION Field relation: table that supports selecting values in radio buttons
ECRGFLDRELATNDTL Field relation: stores the values set up in ECRGFLDRELATION
EGRGAPPLICATIONS Lists all utilities used in iBOS/e
EGRGCOMPANYSETTINGS Stores company information
EGRGCOMPANYAPPS Allows a certain company to gain access to iBOS/e applications
Table for saving form templates used in eBoard, eForms, and other
EGRGTEMPLATES applications
GMFPEOPLE Global master file for employees
EGRGDBFUNCTIONS Tables that holds Database Functions

Password Maintenance
Creating iBOS/e Users Account
Personalizing My iBOS/e
Creating iBOS/e User Roles
Defining Module Access Rights
Creating Filter Fields
Managing User Table
iBOS/e Tab Management
Creating Common Items
The iBOS/e Mail Template Creator
Creating eSkins
Configuring the Theme of the eWorkspace
Architecting the Database
Uploading Files
Viewing Module Transaction Logs
Viewing Module Connections Logs
Administering the Database

After logging in, your workspace will appear. Click the eAdmin tab. The eAdmin Main Page
will appear, refer to the figure shown below.
Figure 7.0. The iBOS/e eAdmin Main Page
eAdmin contains utility tools that help the administrator maintain the site. It has various
classificationsthe User Maintenance Tools, which enable the administrator to maintain and
configure user accounts, the Content Management Tools used for creating data types for the
main page and other information needed in the website, the Interface Design Tools on the
other hand, enable the administrators to configure the corporate webskin as well as the theme
of the eWorkspace. The eAdmin also has the Data Management Tools that are used for
architecting the database, uploading files, and for viewing applications transaction logs and
lastly, the System Management Tools, which allow the administrators to view the
connection logs and to administer the database.
Refer to the listing below of the eAdmin Utility Tools.
User Maintenance Tools
Password MaintenanceResetting Passwords

Creating iBOS/e Users AccountiBOS/e User Manager
Personalizing My iBOS/ePersonalize My iBOS/e link
Creating iBOS/e User RolesiBOS/e User Role Manager
Defining Module Access RightsWebShell User Manager
Creating Filter FieldsiBOS/e eHR Access Manager
User Table Manager
Tab and Tab User Manager

Content Management Tools
Creating Common ItemsType for Common Items and Editor for Common Items
iBOS/e Mail Template Creator
Interface Design Tools
Creating eSkinseSkin Manager

Configuring the Theme of the eWorkspaceeWorkSpace Manager
Data Management Tools
Architecting the DatabaseiBOS/e Data Architect

Uploading FilesiBOS/e File Manager
Viewing Module Transaction LogsiBOS/e Audit Trail Viewer
System Management Tools
Viewing Module Connections LogsiBOS/e User Connections Viewer

Administering the DatabaseiBOS/e Website Manager

PASSWORD MANAGER
Resetting Passwords
Password Manager is the tool used to reset the passwords of users. Administrators have
the option to do this by batch or by single users. It is also used for changing the passwords
and for configuring the secret question and answer.
Resetting Passwords for Users

1. After logging in to your respective workspace, click the eAdmin tab. The iBOS/e
eAdmin Main Page will appear. Refer back to Figure 7.0.
2. From the iBOS/e eAdmin Main Page, click the eAdmin User Tools and then click the
Reset Password link, see Figure 7.1.
Figure 7.1. eAdmin User Tools
3. The eAdmin Reset Password Main Page will come into view. See Figure 7.2.

Figure 7.2. Reset Password Page
4. Type in the Per User textbox the USERID of the person whose password you need to
reset.

NOTE: For two or more persons: click the <Select Users> button to choose the
certain users whose passwords you need to reset. A new window will open giving you a
list of iBOS/e users, see Figure 7.3. Tick the checkboxes that corresponds to the users
whose passwords you need to reset. Click <OK> button. You will be prompted that
passwords have been reset already. Click <OK> button to return to the iBOS/e
eAdmin Main Page.
Figure 7.3. Select Users Window
5. Click the Reset button. A dialog box will appear confirming the action, see Figure 7.4.
Click <OK> button to reset otherwise click <Cancel>.
Figure 7.4. Confirmation Dialog Box
6. You will be prompted that the password of that user was successfully reset. Click the
<OK> button to return to the iBOS/e eAdmin Main Page.

Batch Resetting of Passwords

1. From the eAdmin Reset Password Main Page (refer back to Figure 7.1), click the
<Reset All Passwords> button.
2. A confirmation dialog box will open to confirm the procedure, see Figure 7.5. Click the
<OK> button to proceed, otherwise click the Cancel button.
3. A message prompt will then appear to inform that the passwords have been reset
already. Click the <OK> button to go back to the iBOS/e eAdmin Main Page.
Group Resetting of Passwords

1. From the eAdmin Reset Password Main Page (refer back to Figure 7.1), click the
<Select Groups> button to reset the passwords of a particular group. The Select
User Groups window will appear; see Figure 7.6.
Figure 7.6. Select User Groups Window
2. Tick the checkbox(es) that corresponds to the group/s whose passwords you need to
reset. Click <OK> button.
3. You will be prompted that the password of that user was successfully reset. Click

4. Click <Select Group by Status> to reset the passwords by group type or by

subcompany. The Select Group by Status window will appear, see Figure 7.7.
Figure 7.7. Select User Groups Window
5. Tick the checkbox(es) that corresponds to the group/s whose passwords you need to
reset. Click <OK> button.
6. You will be prompted that the password of that user was successfully reset. Click
Changing Password
1. From the eAdmin Reset Password Main Page (refer back to Figure 7.1), input your
current password on the 'Current Password' textbox.
2. Input your new password on the 'New Password' textbox.
3. Retype your new password on the 'Re-enter New Password' textbox.

4. Click the <Change Password> button to continue, otherwise click the <Cancel> button
to go back to the iBOS/e eAdmin Main Page.
Configuring your Secret Question and Answer

1. From the eAdmin Reset Password Main Page (refer back to Figure 7.1), input your
current password on the 'Current Password' textbox.
2. Type in your secret question on the 'New Secret Question' textbox.
3. Input the answer to your secret question on the 'New Secret Answer' textbox.

4. Retype the answer to your secret question on the 'Re-enter New Secret Answer'
textbox.
5. Click the Change Secret Question button to continue, otherwise click the <Cancel>
button to go back to the iBOS/e eAdmin Main Page.
NOTE: Secret question and answer are used as a substitute in case a user has
forgotten his password and cannot log in to his/her My iBOS/e Workspace.

iBOS/e USER MANAGER

Configuring User Accounts
iBOS/e User Manager serves as a tool for adding new iBOS/e user accounts or for
configuring/editing the existing ones. Using this eAdmin Utility, the administrator may
also disable existing user accounts.
Steps in Adding a New User Account
1. After logging in to your workspace, click eAdmin tab. From the eAdmin tab, click the
iBOS/e eAdmin User Tool, dropdown option list will appear, then select iBOS/e
User Manager link. The iBOS/e User Manager Main Page will appear, see Figure
8.1
Figure 8.1. iBOS/e User Manager Main Page

2. From the iBOS/e User Manager Main Page (refer back to Figure 8.1),
administrators have the option to add new users or edit settings for the existing
accounts. Click the <Add Single User> button to add new users, refer to Figure 8.2.
Figure 8.2. Add User
3. Fill up the fields with the appropriate data; refer to Table 8.1.
Table 8.1. Adding a New iBOS/e User Account

Fields Action/Description
User ID This serves as the login name for the user.
Password This serves as the password for the login name.
GUID Click the lookup icon and choose from the list the GUID for the
said user. The LASTNAME, FIRSTNAME, and MIDDLENAME
are automatically filled up based on the chosen GUID.
Expiration Date This serves as the expiry date for the password wherein the
user will be prompted to change his/her password.
Password Question This will be asked in case the user has forgotten his/her
password.
Password Answer Type in the textbox the answer to the secret question.
Email Address Input the email address of the user.

Reset Password Input the default value once the administrator resets the users
Value password. If left blank, the assigned User ID will be used.
Number of Logins Indicates the number of times the user is allowed to login
using this account.
Disable Account Tick the checkbox to disable this user account.
Set New Password Tick the checkbox to allow this user to set a new password.
NOTE: Users must exist in both Active Employee Master List (CMFPA) and Global
People Master List (GMFPEOPLE).
4. Click the <Save> button to save the settings, otherwise click <Back> to cancel and
to return to the iBOS/e User Manager Main Page.
Steps in Adding Multiple Users

1. From the iBOS/e User Manager Main Page (refer back to Figure 8.1),
administrators have the option to add multiple users. Click the <Add Multiple User>
button to add multiple users, refer to Figure 8.3.
Figure 8.3. Adding Multiple Users
2. Tick the checkboxes that correspond to the users that you need to add and then click
the <Add> button.

3. You will be prompted that you have successfully added the selected users.
How to Disable a User Account

1. From the iBOS/e User Manager Main Page (refer back to Figure 8.1), click the Edit
Link that corresponds to the UserID that you need to edit. The Edit iBOS/e User
Page will appear.
2. Tick the checkbox that corresponds to the Disable Account field (refer back to
Table 1) to disable the account.

PERSONALIZE MY iBOS/e
Using the Personalize Link
The Personalize Link helps you personalize your workspace. Refer to the steps outlined
below to personalize it.
Steps
1. After logging in to your workspace, click the Personalize Link and the Personalize
My iBOS/e page will come into view. See Figure 9.1
Figure 9.1. Personalize My iBOS/e Page
2. Fill out the data needed using Table 9.1.
Table 9.1. Fields in Personalize My iBOS/e Page

My iBOS/e Toolbar Tick the checkbox to display the toolbar OR uncheck the
is visible checkbox or hide the toolbar.
Toolbar Picture Click the radio button to select from the four different images
the toolbar picture that will be displayed in the toolbar.
eMail Profile Name Specify here the user's email address.
Welcome Message Type in the textbox provided your welcome message.
Workspace Theme Select from the dropdown list the theme that you will be
using. Note that you might find this feature disabled
sometimes since administrators can set whether workspace
themes are user changeable or not. Also, WorkSpace Theme
is the background color of My WorkSpace. You need to re-
login to My iBOS/e for your new personal settings to reflect.

Results Per Page Indicate in the textbox provided the number of records per
page that will be displayed.
My iBOS/e My iBOS/e Shortcuts is where you can configure certain
Shortcuts iBOS/e Applications that you can click in the toolbar.
Input the caption or title in the Shortcut Header textbox.
Click the Add Link button to add a shortcut.
Fill out the fields with the appropriate data or value.
Caption - title or caption of the shortcut.
Shortcut paste/type the link or URL of the shortcut.
Refer to the tip below on how to add a new shortcut.
Click the <Save Changes> button to save, otherwise
click the <Cancel> button.
My External Input the caption or title in the Application Header
Applications textbox.
Click the <Add App> button to add a shortcut.
Fill out the fields with the appropriate data or value.
Caption - title or caption of the external application or
site
Application - link or URL of the external application
or site
Click the <Save Changes> button to save, otherwise
click the <Cancel> button.
TIP: To add shortcut:

(1) Right-click the tab of the iBOS/e applications you want to add.
(2) Click the Copy Shortcut menu.
(3) Right-click the textbox provided for the shortcut, select Paste.

iBOS/e USER ROLE MANAGER

Configuring User Roles
iBOS/e User Role Manager is an admin utility that facilitates the grouping of users based
on their roles for effective maintenance. Refer to the steps outlined below on how to
configure user roles.
Adding User Role

1. By default only the administrator or members of the Admin group have access to this
applications. After logging in to the workspace, click the eAdmin tab, and then click
the User Role Manager link. The List of User Groups Page will appear, see Figure
10.1.
Figure 10.1. iBOS/e User Role Manager Page
2. From the List of User Groups Page, click the <Add> button to create a new user
role.

3. Type in the textbox provided the Group Name and then click the <Add> button,
otherwise click <Cancel> to discard (Figure 10.2).
Figure 10.2. Add Group
4. You will be directed to the List of User Groups Page (refer back to Figure 10.1). A
message prompt will inform you that the user role has been successfully added on
the list.
5. Add Users/Group Users for the newly created role.
Adding Users
a. Click the Users link to add users for the said user role
b. The Member Users Page will appear.
c. Tick the checkbox that corresponds to the users of this user role.
d. Click <Save> button to save the changes made. You will be prompted that the
changes were successfully saved.
e. Click <Back> button to return to the List of User Groups Page.
Adding Group Users
a. Click the Groups link to add user groups. The Member Groups Page will
appear.
b. Tick the checkbox that corresponds to the group users of this user role.
c. Click <Save> button to save the changes made. You will be prompted that the
changes were successfully saved.
d. Click <Back> button to return to the List of User Groups Page.

NOTE: A number is displayed alongside with the Users and Group links
indicating the number of users or groups that is currently associated with that user
role.
Editing User Roles

1. By default only the administrator or members of the Admin group have access to
these applications. After logging in to the workspace, click the eAdmin tab, and
then click the User Role Manager link.
2. From the List of User Groups Page, click the Edit link alongside with the user
role you want to edit.
3. Change the existing group name with the new one, then click the <Update> button
to save the changes otherwise click the <Cancel> button to discard changes.
4. A message prompt will inform you that the user role has been updated.
Deleting User Roles

1. By default only the administrator or members of the Admin group have access to
this application. After logging in to the workspace, click the eAdmin tab, and then
click the User Role Manager link.
2. From the List of User Groups Page, under the Delete Column, tick the checkbox
alongside the user role that you want to delete or remove from the list, and then
click the <Delete> button.
3. A message prompt will inform you that the user role has been removed from the
list.

iBOS/e USER MANAGER
Defining Module Access Rights
iBOS/e User Manager

This tool helps the administrators grant applications access rights to users. It monitors who
uses the applications and makes sure that they are all qualified to touch the site's sensitive
data.
Defining Access Rights to Users

1. After logging in to your respective workspace, click the eAdmin tab. The iBOS/e
eAdmin Main Page will appear, refer back to Figure 7.1. From the iBOS/e eAdmin
Main Page, click the Webshell User Manager link. The List of Available WebShell
Components Page will appear, see Figure 11.1.
Figure 11.1. List of Available WebShell Components
2. Click the Users link to give users access rights for the selected applications (Figure
11.2).

Figure 11.2. Users Main Page
3. Tick the checkbox that corresponds to the user that you need to give access to this
application (Figure 11.3).
Figure 11.3. Defining Users Access Rights
4. Click <Save> button to save, otherwise click the <Back> button.
Giving applications access rights to groups

1. From the List of Available WebShell Components Page, click the Groups link to
give group access rights for the selected applications (Figure 11.4).

Figure 11.4. List of Available Components (Groups Main Page)
2. Tick the checkbox that corresponds to the group that you need to give access to
this application (Figure 11.5). Click <Save> button otherwise click <Back>.
Figure 11.5. Defining Groups Access Rights

iBOS/e eHR ACCESS MANAGER

Creating Filter Fields
iBOS/e eHR Access Manager is the tool that enables administrators to create filter fields that
will be used by certain eTasks and the iBOS/e eHR (now known as iBOS/e PeopleWARE)
Applications comprised of iBOS/e eTimekeeping, iBOS/e ePayroll, iBOS/e eRecruitment,
iBOS/e ePersonnel Requisition, and iBOS/e ePersonnel Movements. The assigned filter field
will be used by default in filtering fields for all the records saved in the iBOS/e eHR
applications.
Steps in Creating a New Filter

1. After logging in to your respective workspace, click the eAdmin tab and then click the
iBOS/e eHR Access Manager link, the iBOS/e eHR Access Manager Main Page
will appear, see Figure 12.1.
Figure 12.1. iBOS/e eHR Access Manager Main Page
2. From the iBOS/e eHR Access Manager Main Page; click the <Add New Filter>
button, see Figure 12.2

Figure 12.2. Adding a New Filter
3. Fill out the fields with the appropriate data or value; refer to Table 1.
Table 12.1. Fields in Adding a New Filter
Field Action/Description
Description Type in the textbox provided the caption or title for this
filter.
Filter Field Select from the dropdown list the field that will be used
for filtering.
Data Saved in Filter Select from the dropdown list the field that will be
saved in the physical table.
4. Click the <Save> button to save otherwise click <Back> button to Cancel.
5. A message prompt will then appear to inform that the use filter has been added in the
list (Figure 12.3).

Figure 12.3. New Filter Successfully Added
6. Under Default Column, tick the radio button to set this user filter as the default filter,
and then click the <Update Default iBOS/e eHR Filter> button. A Dialog Box will
appear, click <OK> button, otherwise press <Cancel>.
Figure 12.4. Updating Default iBOS/e eHR Filter
7. You will be prompted that the Filter Access has been successfully updated; see Figure
12.5.
Figure 12.5. Default iBOS/e eHR Filter Successfully Updated

Assigning Items
1. From the iBOS/e eHR Access Manager Page, refer back to Figure 12.1; click the
Assign Items link, see Figure 12.6.
Figure 12.6. Default iBOS/e eHR Filter Successfully Updated
2. Select from the list the iBOS/e eHR applications that will use the user filter. Click the
<Select> button to include otherwise click the <Remove> button to remove the user
filter from the list.
3. Click the <Save> button to save changes, otherwise click <Back> button to <Cancel>.

USER TABLE MANAGER

Granting Table Access to Users
The User Table Manager allows the administrator to grant users access to tables used in
iBOS/e Data Architect.
Steps in Granting Table Access

1. After logging in to your respective workspace, click the eAdmin tab and then click the
iBOS/e User Table Manager link, the List of Users to be given table access will
appear, see Figure 13.1.
Figure 13.1. List of Users
2. Click the Edit link that corresponds to the name of the user whom you need to give
table access with. See Figure 13.2

Figure 13.2. Select Accessible Table Page
3. From the Select Accessible Tables Page, on the Available Tables Pane, select the
tables that must be accessible to this particular user. Click to include the table
otherwise click exclude the selected table.
4. The selected tables will automatically be placed in the Accessible Tables Pane. See
Figure 13.3.
Figure 13.3. Accessible Tables Pane

5. Click <Save> button otherwise press <Cancel>. You will be prompted that the access
rights have been successfully saved.
iBOS/e TAB MANAGEMENT

The Tab Group and the Tab
Creation Management
Tab Grouping allows Administrator to group interrelated building blocks or applications.
For example: tabs for eForms, eViews, and eReports can be grouped under iBOS/e
WebShell while tabs for eRecruitment, ePayroll, among others can be grouped under
iBOS/e eHR.
This chapter will cover the following topics:
Creating a New Group Using the iBOS/e Tab Manager

Tab Group Management
Creating Access Rights for the Newly Created Group
Under Tab Group Management
Using the iBOS/e Tab User Manager
Creating a New Tab for the Newly Created Group
Creating Access Rights for the Newly Created Tab
Under Tab Creation Management
Using the iBOS/e Tab User Manager

Creating a New Group Using the iBOS/e
Tab ManagerTab Group Management
1. After logging in to your respective eWorkspace, click the eAdmin tab. The iBOS/e
eAdmin Main Page will appear. Refer back to Figure 7.0.

2. From the iBOS/e eAdmin Main Page, click the eAdmin Utility Tools and then click the
iBOS/e Tab Manager link, see Figure 14.1.
Figure 14.1. iBOS/e eAdmineAdmin Utility Tools
3. The iBOS/e Tab Manager Main Page will come into view, refer to Figure 14.2.
Figure 14.2. The iBOS/e Tab Manager Main Page

4. From the Tab Group Management link, click <Create New Group> button. The tab
group properties page will appear; refer to Figure 14.3.
Figure 14.3. The Tab Group Properties Page
5. Enter the description for this group. The description refers to the collective name of the
building blocks or applications being grouped. For example, Tabs for eAccount
Management, eKnowledge Management, eFinancial Management, etc should be
created and should be grouped under iBOS/e eEnterprise; For each tab, the
corresponding eForms, eViews, eReports should be listed. Tabs on the other hand, for
eRecruitment, ePayroll, etc should be grouped under iBOS/e eHR. Tabs for eForums,
eBoard, eForms, eViews, etc should be grouped under the iBOS/e WebShell.
From the Not Selected Items Pane, select the items that you need to include in this
particular group. Click on the item and then click <Select> tab to include the item to
the Selected Items Pane. Click <Remove> tab to remove the item and then click
<UP> or <Down> to arrange the items. See Figure 14.4.

Figure 14.4. Selected Items
6. Click <Save> button. You will be prompted that a new record has been successfully
created, see Figure 14.5.
Figure 14.5. Newly Created Record


Creating Access Rights for the Newly
Created Group under Tab Group
Management Using iBOS/e Tab User Manager
iBOS/e Tab User Manager is used to create access rights for the groups created using the
tab group management and for the tabs created using the tab creation management.
1. Return to the iBOS/e eAdmin Main Page. Refer back to Figure 7.0. Click the eAdmin
User Tools and then iBOS/e Tab User Manager link. See Figure 14.6.
Figure 14.6. List of Available Tab Groups
2. From the List of Available Tab Groups, click the Users or Group link that
corresponds to the newly created group, for example, the Users link for the iBOS/e
eHR. The List of Users of Tab Groups: iBOS/e eHR will appear. Refer to Figure 14.7.

Figure 14.7. Users of Tab Groups: iBOS/e HR
3. Create the access for a particular user by ticking the box that corresponds to his/her
User ID. Refer to Figure 14.8 for an example.
Figure 14.8. Creating Access to a Particular User

4. Click <Save> button. You will be prompted that the changes were successfully saved.
Figure 14.9. Message Prompt
5. Repeat Steps 1-4 in granting access for group users.
6. Log out of the iBOS/e and then login again to refresh and to view the newly created
tab, refer to Figure 14.10.

Figure 14.10. Tabs Groupings Menu
7. Click the menu to reveal the tab groupings menu and then select the link that you need
to view, for example: iBOS/e eHR. Refer to Figure 14.11.
Click the menu to reveal the Tab

Groupings Menu


Creating a New Tab for the Newly
Created Group
Custom Tab enables users to integrate items from various applications of different building
blocks having interrelated functions into one group. For example: eAccount Management,
eKnowledge Management, and eFinancial Management.
1. From the iBOS/e eAdmin Main Page (refer back to Figure 7.0), click the iBOS/e Tab
Manager. Refer back to Figure 14.1.
Figure 14.11. The iBOS/e UniBase Tabs Grouping
2. The iBOS/e Tab Manager Main Page will appear, refer back to Figure 14.2. Click Tab
Creation Management link to create a new tab for the newly created group. The Tab
Creation Management Main Page will appear. See Figure 14.12.

Figure 14.12. Tab Creation Management Page
3. Click <Create New Tab>. The Tab Creation Management form will appear, see Figure
14.13.
Figure 14.13. Tab Properties
4. Type in the textbox provided the description of the tab. For Select Sub-company, click
the radio button that corresponds to Yes, if there is a sub-company, otherwise select
No. For Active: click the radio button that corresponds to Yes to allow users to view the

tab to be created, otherwise click No. Lastly, click Yes to allow the users to view its
masterfile, otherwise select No. Refer to Figure 14.14 for an example of a newly filled
up form.
Figure 14.14. Newly Filled Up Form
5. Click <Save> button to save the tab. You will be prompted that the item has been
successfully created. See Figure 14.15.
Figure 14.15. Newly Created Tab

6. From Figure 14.15, click assign items link to assign certain items from the various
applications of different building blocks having interrelated functions into this group.
The Add Tab Items will come into view. See Figure 14.16.
Figure 14.16. Add Tab Items
7. Click <Add Items> button to add a new item. The Assign Items Page will appear, refer
to Figure 14.17.
Figure 14.17. Assign Items Page
8. Click the dropdown list to select the Web Module Type. This is where the forms or data
to be assigned to this group will be taken. Upon selecting a web applications type, its

corresponding items will appear under the Web Module Items pane. Type in the
textbox provided the parameters and the group name of this tab.
9. Click an item from the Web Module Items pane that you need to include in this tab.
Click <Save Item> button to add the item. See Figure 14.18.
Figure 14.18. Newly Created Item
10. Repeat Steps 7-9 in adding another item.
11. After the Tab Creation Management, users have to return to Tab Group
Management to assign the newly created tab to a group. For example, you created
the eAccounts tab. eAccount is under the iBOS/e eEnterprise, so you have to return to
Tab Group Management to assign eAccounts under iBOS/e eEnterprise group.
Refer back to Chapter 14, Figures 14.2, 14.3, and 14.4 and steps 3 and 6. Click
<Edit> to edit tabs in the group. From Figure 14.4, on the Not Selected Items Pane,
select the newly created tab that you need to include in this particular group. Click the
item and then click <Select> tab to include the item to the Selected Items Pane. Click
<Save> button.


Creating Access Rights for the Newly
Created Tab under Tab Creation
Management Using the
iBOS/e Tab User Manager
iBOS/e Tab User Manager is used to create access rights for the groups created using the
tab group management and for the tabs created using the tab creation management.
1. Return to the iBOS/e eAdmin Main Page. Refer back to Figure 7.0. Click the eAdmin
User Tools and then click iBOS/e Tab User Manager link. The List of Available Tabs
will appear. See Figure 14.19.
Figure 14.19. List of Available Tabs
2. From the List of Available Tabs, click the Users or Group link that corresponds to the
newly created tab, for example, the Users link for the iBOS/e PeopleWARE. The List of
Users of Tabs: eAccounts will appear. Refer to Figure 14.20

Figure 14.20. Users of Tabs: iBOS/e PeopleWARE
3. Create the access for a particular user by ticking the box that corresponds to his/her
User ID. Refer to Figure 14.21 for an example.
Figure 14.21. Users of Tabs: iBOS/e PeopleWARE
4. Click <Save> button. You will be prompted that the changes were successfully saved.

5. Repeat Steps 1-4 in granting access for group users.
6. Log out of the iBOS/e and then login again to refresh and to view the newly
7. created tab, refer to Figure 14.23.
Figure 14.23. The Newly Created Tab

8. Click the tab to view the item created in Activity 2. Refer back to steps 6-9 of said
activity.
Appendix 1. CSS Entry of Popup Menu
Below is the CSS entry of the iBOS/e theme which controls the tab groups popup menu found
at <iBOS/e_root>/webshell/themes/<theme_code>.css:
Note: below are Cascading Style Sheets scripts, to learn more about this, you may visit
http://www.w3schools.com.
Sample css of the blue theme:
#tabGroupMenu { indicates the tab group links class division.

Top: 30px; indicates the default position of the topmost point of the popup menu box
in pixels.
Left: 300px; indicates the default position of the leftmost point of the popup menu
box in pixels.
Width: 200px; indicates the width of the popup menu box.
Position: absolute; indicates the position of the popup menu box, should be
absolute and does not depend on the positioning of the web page.
Font: 11px Arial, Helvetica, sans-serif; indicates the font used for displaying the text
in the popup menu box
Background-color: #DFF7FE; indicates the background color of the popup menu
box (providing that there is no background image)
Background-image: URL ("blue_tabmenuback.gif"); indicates the background
image of the popup menu box
Border-style: dotted; indicates the border style to be used for the popup menu
box. Other styles could be (none, hidden, dotted, dashed,
solid, double, groove, ridge, inset, outset)
Border-width: thin; indicates the width of the border (thin, thick, medium)
Border-color: #787A77; indicates the color of the border
Padding: 10px; indicates the additional space between the content and the border
List-style-type: none; indicates that the list of groupings should not have bullets
beside it.
#tabGroupMenu li {

Padding-bottom: 3px; <--- indicates the additional space between the group name
and its own border
}
a.linkTabGroupMenu: link {
Text-decoration: none; indicates that the group name link will not contain an
underline.
Color: #000000; indicates the color of the group name link.
a.linkTabGroupMenu: hover {
Text-decoration: underline; indicates that the group name link will contain an
underline when mouse pointer is hovered.
Color: #000000; indicates the color of the group name link when mouse pointer is
hovered.
a.linkTabGroupMenu: visited {
Text-decoration: none; indicates that the group name link will contain an
underlinethe one that had been visited before already.
Color: #000000; indicates the color of the group name link when mouse pointer had
already been visited before.
}
span.linkTabGroupMenuSelected { indicates the group name that is currently selected.

Font-weight: bold; indicates that the group name font face will be bold.
}

Introduction
Creating Common Items for Various Data Types
Creating Types for Common Items for Various
Content Data Type
Creating Hierarchy and Hyperlink for Various
Content Data Type Using the Editor for
Common Items
Creating the Content Entry Using the Editor
for Common Items
Various Configurations of Main and Index
Templates in Types for Common Items

CREATING COMMON ITEMS

Introduction
OVERVIEW
This part of the manual will guide you through the steps associated in Creating Common
Items using two of the tools under the eAdmin Module: the Editor for Common Items and
the Types for Common Items.
The Types for Common Items is the tool that will help you to upload primary information that
should appear in the eSkin or main page of your companys website. The Editor for Common
Items on the other hand, is the tool that will allow you to update, modify, edit unstructured
data, and maintain these items. These easy-to-use applications will help you organize your
sites appearance.
Module Highlights:
Creating types for common items
Creating hierarchy, hyperlink, and content entry
Associated Applications:
iBOS/e eAdminTypes for Common Items and Editor for Common Items
iBOS/e File Manager
Expected Users:
Those who handle the uploading of website content/materials such as articles,

application forms, and images.


Creating Common Items for Various Content
Data Type
The next step is to create common items for the forms and other content data type using the
Types for Common Items and Editor for Common Items in the iBOS/e eAdmin. The Common
Items are used to enter data types for your main page and other information that you want to
include in your website. Using the Types for Common Items, the iBOS/e Administrator has the
option to either create iBOS/e Quick links for the content (refer to Figure 16.4), or to directly
display the content in the center page, or at the right side of the site depending on your
preference.

Creating Types for Common Items for
Various Content Data Type
Steps
1. After logging in to My iBOS/e, you will automatically be brought to My iBOS/e
WorkSpace. Click eAdmin tab; then click on iBOS/e eSkin, drop-down list will appear,
choose or click onTypes for Common Items: see Figure 16.1.
Figure 16.1. The eAdmin Applications

2. Click Types for Common Items hyperlink. The Common Items Page will appear.
3. Click <Add Type> button to add a new item.
4. Fill out the information needed. See Table 16.1

Table 16.1. Fields in the Unstructured Data Type Editor

Fields Actions/Remarks
The shortcut or code for the item that you are about to create. Example of data type code for
*Data Type Code form such as job application forms: applyonline. If you were creating a data type for corporate
news, a good example for this would be: news. You must remember the data type code you
have assigned since this will be used later in assigning a hyperlink for your Job Application Form.
*Sort ID The alphanumeric coding system used to organize items.
*Description The name of the item as exactly displayed in the menu.
Caption (As hint for the type) A brief narrative description about the item that you will create.
*Caption for Related
Information A phrase or group of words that will be displayed as the header for the archived items.
*No. of Records The number of archived items that you want to display on the left side of the template.
Click the dropdown list to select the main template you need to use for the specific item you
are creating.
Select Center-eSkin Form-for the forms.
Select center-Message Board-for creating message boards.
*Main Template Select center-Multiple Entries by Date-displays multiple articles in the main page sorted by
date.
Select center-Multiple Entries by Sort ID-displays multiple articles in the main page;
showing first the article having the highest Sort ID.
Select center-Single Page Display-to display articles and promos at the right side of the
website.
Table 16.1. Fields in the Unstructured Data Type Editor (continuation)

Click the dropdown list to select the index template you need to use for the specific item you
are creating. Index template is used in displaying specific items in the index/homepage.
Choose None-if you want the users to access the form through hierarchy and hyperlink only
and you dont want to display the form outright in the sites main page.
Refer to Activity 4 for a more elaborate discussion on Main and Index Template usage for
forms.
Select index-Entries in 2 Columns by Date- using this template would show two latest article
entries in two consecutive columns. Main Template: center-Multiple Entries by Date
Index Template Select index-Entries in 2 Columns by Sort ID- using this template would show two article
entries having the highest Sort IDs in two consecutive columns. Main Template: center-
Multiple Entries by Sort ID.
Select index-Entries in 2 Rows by Date- using this template would show two latest article
entries in two consecutive rows. Main Template: center-Multiple Entries by Date.
Select index-Entries in 2 Rows by Sort ID- using this template would show two article
entries having the highest Sort IDs in two consecutive rows. Main Template: center-Multiple
Entries by Sort ID.
Select index-Links to be Displayed in a New Window-create link for the article to open in a
new window.
Select index-Picture Only Index-displays a picture in the main page.
Select index-Quotations/Anecdotes-displays smaller version of the message board; created
mainly for quotable quotes. Main Template: center-Message Board.
Select index-Standard Message Board-displays the whole article in the main page.
Select right-Promo Display-displays company advertisements at the right side of the
website. Main Template: center-Single Page Display.

Select right-Single Display by Date- shows the latest article in the main page.
Select right-Single Display by Sort ID-shows the article/form with the highest ID.
Index Template
Parameters
Image Name in the An option used to specify an image file in an item when displayed in the index page.
Index
Type Enabled Tick box to enable the Job Application Form in the main page of your site.
5. Click <Add> button.
6. Click <Back> button; check in the unstructured data type main page (Figure 16.2)
whether the newly created data type is now shown on the list.
NOTE: Fields with asterisk <*> are required fields and must, therefore, be
filled out with the appropriate value.

Creating Hierarchy and Hyperlink for
Various Content Data Type Using the
Editor for Common Items
Steps
Hierarchy and hyperlink refers to the iBOS/e Quick links found in the main page. Refer to the
Figure 16.4 shown below.
The iBOS/e Administrator has the option to show the form through the iBOS/e Quick links or
by showing it at the center or right side of the site depending on the main and index template
selected in the Types for Common Items. For the steps on how to show the form at the center
or right side of the site, refer to Activity 4 of this Chapter.
The steps outlined below illustrate the use of Hierarchy and Hyperlink in displaying the form in your
main page.

Hierarchy
Hyperlink
Figure 16.4. The iBOS/e Quick links
Steps
1. From the iBOS/e eAdmin Tab, click Editor for Common Items hyperlink. The Available
Common Items will appear.
2. Click the root name created to hold all hierarchies and hyperlink of your site.
3. The Master List of hierarchies and hyperlinks will appear.
4. Click <Add Content> button to add a hyperlink.
5. Refer to Table 16.2 in filling out the fields for hyperlink.
Table 16.2. Fields for the Hyperlink of Various Data Type

*Caption Caption for hyperlink, for example: Apply Job Online, for Job Application forms,
Current News for corporate news.
Image Name An option used to specify an image file in an item when displayed in the index page.
Image Hint Type a short description as hint for the image.
*Content Place in the content part the data type code you used to define the Job Application
Header Form or your corporate news in the Types for Common Item part (refer to Table 16.1).
Otherwise, after saving the document, you will automatically be prompted of an error.
This step is important and is done to establish the link between the types for common
item made for the job application/news and its corresponding hierarchy and hyperlink.
Date Date when the hyperlink was created, in mm/dd/yyyy format.
Content Type Tick the radio button that corresponds to Hyperlink. A new pane will appear,
requesting you to select a link from lookup. Click the lookup button and then select
from the window to associate to this page the data type you created previously using
the Types for Common Items. See Activity 1 of this chapter.
Other options:
(a) Open in new window? - Tick the checkbox if this link will open in a new
window.
External link? Tick the checkbox if link is an external address. Otherwise, input the
data type code from the lookup.

6. Click <Save> button. Click <Add Content> button to add a Hierarchy. Fill out the
information needed, refer to Table 16.3.
Table 16.3. Fields for the Hierarchy of Various Data Type

*Caption Caption for the hierarchy, for example: Apply Job Online, for
Job Application forms, Current News for corporate news.
Image Name An option used to specify an image file in an item when
displayed in the index page.
Image Hint Type a short description as hint for the image.
*Content Header Place in the content part the data type code you used to define
the Job Application Form or your corporate news in the Types
for Common Item part (refer to Table 16.1). Otherwise, after
saving the document, you will automatically be prompted of an
error. This step is important and is done to establish the link
between the types for common item made for the job
application/news and its corresponding hierarchy and
hyperlink.
Date Date when the hierarchy was created, in mm/dd/yyyy format.
Content Type Tick the radio button that corresponds to Hierarchy. A new
pane will appear containing the list of available hyperlinks.
Click the hyperlink that you need to associate to this hierarchy.
7. Click <Save> button.

Creating the Content Entry
Using the Editor for Common Items
After creating the Types for Common Items using the Types for Common Items in eAdmin and
its corresponding Hierarchy and Hyperlink using the Editor for Common Items in eAdmin, the
next step for you is to create the content entry for your form of your corporate news/articles
using the Editor for Common Items.
This activity is very vital for forms because it allows you to link the form you created in eViews
(refer to iBOS/e 2012 eViews Manual) to the types for common items, hierarchy, and hyperlink
you created for the form.

Steps
1. After assigning the hyperlink to the hierarchy and clicking the Main Page link (Activity
2), the List of Main Types by Description will again come into view.
2. Look for the description of your form from said list (as in our example: Apply Online).
Click Apply Online Link. A window similar to the one shown below will appear.
3. Click the <Add Content> button.
4. Fill out the fields needed. Refer to Table 16.4.
Table 16.4. Fields for the Content Entry FormContent

Fields Actions/Descriptions
*Caption Brief caption for the form or the news.
Image Name Path of the image, if there is any.
Image Hint Brief description of the image.
*Content Place in the content part the data type code you used to define the Job Application Form
Header or your corporate news in the Types for Common Item part (refer to Table 16.1).
Otherwise, after saving the document, you will automatically be prompted of an error. This
step is important and is done to establish the link between the types for common item
made for the job application/news and its corresponding hierarchy and hyperlink.
Date Date when the content was created, in mm/dd/yyyy format.
Content Click the radio button that corresponds to Form for forms such as job application form.
Type Select Content for articles, corporate news among others. Refer to Figure 16.10 if you
selected Form. Refer to Table 16.5 for its additional fields.
Content In creating content for the form, there should always be a default * (asterisk) in the content
box for forms otherwise, after saving the document, you will automatically be prompted of
an error: saying that the file cannot be saved. For articles/news and other content types,
replace the asterisk and paste the content of your news/article in the text box.
5. Fill out the additional fields needed. Refer to Table 16.5.
Table 16.5. Additional Fields for the Content Entry FormForm

Fields Actions/Descriptions
Form The text box will show all forms previously created in eViews. Select
the form you created previously in eViews, refer to iBOS/e 2012
eViews Manual for the procedure.
Form Submit Type in the text box the message that will prompt applicants/users
Message that their form has been successfully submitted.
Form Cancel Type in the text box the message that will prompt applicant/users that
Message the submission of the form they filled up was cancelled.
Acknowledge Tick the checkbox that corresponds to Acknowledge user thru
User thru E- email to send acknowledgement receipt of applicants application
mail form.
Acknowledging Click the dropdown list to select the mail template for the

Mail Template acknowledgement letter.

With Tick the checkbox that corresponds to With Disclaimer to attach a
Disclaimer disclaimer message.
Disclaimer Type in the textbox provided the disclaimer title.
Title
Disclaimer Type in the textbox provided the disclaimer message.
Message
Post Process Click the dropdown list and select a post process activity.
Activity
6. Click button.
7. Click Home link and check whether the form was successfully created. Click Apply
Job Online hyperlink. . Refer back to Figure 16.4.

Creating Common Items

Various Configurations of Main and Index
Templates in Types for Common Items
iBOS/e 2012s Types for Common Item allows you to view your articles and forms in several
ways. Refer to Figure 16.11 and Table 16.6 for forms and Figure 16.12 respectively.
Form using the index-Entries in Single

Row by Sort ID. Once the applicant Form using
click the details link, a new page the Right-
containing the form will appear. Single Display
by Sort ID.
Once the
applicant click
the details
link, a new
page
Form using containing the
the center- form will
eSkin Form appear.
as Main
Template and
None as
Index
Template.
Once the
applicant click
the Apply Job
Online
Hyperlink, a
new page
containing the
form will
appear.
Form using the center-eSkin Form as Main

Figure 16.11. Various Template and index in Two Columns by Sort ID
Configurations of Main and as Index Template. Once the applicant click the
Index Templates for the Job Apply Job Online Hyperlink, a new page containing
Application Form the form will appear.

Table 16.6. Applicable Main and Index Template for Online Forms
Main Template Index Template Result
--none Applicants will be able to access
the form through hierarchy and
Click the dropdown list hyperlink in
of the Index Template iBOS/e 2012s Quick links. Refer
and choose None. to Figure 16.12.
Applicants will be able to access
--index-Entries in Single the form in the center page of
Row by Date the site. Refer to Figure 16.12. A
particular Index by Date means
Click the dropdown list that the form (assuming you
of the Index Template and have a number of forms) that will
choose index-Entries in be shown first is the latest one,
Single Row by Date. regardless of its Sort ID.
Applicants will be able to
--index-Entries in Single access the form in the center
Row by Sort ID page of the site. Refer to Figure
16.12. A particular Index by Sort
Click the dropdown list ID means that the form
of the Index Template (assuming you have a number of
and choose index-Entries forms) that will be shown first is
in Single Row by Sort ID. the one with the highest value of
Sort ID regardless of the forms
date.
--Right- Single Display by Applicants will be able to access
Date the form in the right side of the
site. Refer to Figure 16.12. A
particular Index by Date means
that the form (assuming you
have a number of forms) that will
be shown first is the latest one,
regardless of its Sort ID.
--Right- Single Display by Applicants will be able to access
Sort ID the form in the right side of the
site. Refer to Figure 16.12. A
particular Index by Sort ID
means that the form (assuming
you have a number of forms)
that will be shown first is the one
with the highest value of Sort ID
regardless of the forms date.

Index Template: right-

Index Template: index- Promo Display-displays
Picture Only Index- company advertisements at
displays a picture in the the right side of the website.
main page. Main Template: Main Template: center-
center-Multiple Entries Single Page Display.
by Date.
Index Template:
index-
Quotations/Anecdot
es-displays smaller
version of the message
board; created mainly
for quotable quotes.
Main Template:
center-Message
Board.
Index Template: index-
Entries in 2 Columns
by Sort ID. Main
Template: center-
Multiple Entries by
Sort ID.
Index Template: index-

Entries in 2 Rows by
Date. Main Template:
center-Multiple Index Template:
Entries by Date. index-Standard
Message Board-
displays the whole
article in the main
Figure 16.12. Various Configurations of Main and Index Templates for the page. Main Template:
articles, news, and promos center-Message
Board-for creating
message boards.
Index Template:
Select right-Single
Display by Date-
shows the latest article
in the main page.
Select right-Single
Display by Sort ID-
shows the article/form
with the highest ID.
Main Template:
center-Single Page
Display.

THE iBOS/e MAIL TEMPLATE CREATOR

Creating Mail Templates
The iBOS/e Mail Template Creator enables the administrator to create customized mail
templates used by certain departments e.g. the Recruitment Department to notify job
applicants, short listed candidates, among others. Refer to the steps outlined below on how to
configure the iBOS/e Mail Template Creator.

WorkSpace; refer back to Figure 7.0. From the iBOS/e eAdmin Main Page, click the
eAdmin Utility Tools and then click the iBOS/e Mail Template Creator. See Figure
17.1.
Figure 17.1. The iBOS/e Mail Template Creator Main Page
2. Click <Add> button to create a new template. See Figure 17.2.

Figure 17.2. Adding a New Template
3. Input the necessary information using Table 17.1.
Table 17.1 Fields in the iBOS/e Mail Template Creator

Description Type in the textbox provided the short description for the
template letter.
Default Sender Type in the textbox provided the default email address of
your company, i.e., infostructure@eenterprise.net
Subject Type in the textbox provided the subject of the letter.
Mail Header Type in the textbox provided the mail header.
Main Message Type in the textbox provided the content of the message.
Mail Footer Type in the textbox provided the mail footer.
Template Path Type in the textbox provided the path of the template of
the letter.
4. Click the <Add Mail Template> button to add the template otherwise press <Back>.
5. Click <add Other Configuration> button to add other details for your mail. This is
used especially when the template letter that you are creating is a job offer wherein
you need to include in the letter Item Codes such as the applicants hiring date, salary,
immediate superior, employment status, position, among others. Refer to Figure 17.3.

Figure 17.3. Adding Other Configurations
6. From the Select Item Code Pane, select the item codes that you need to include in the
letter and then click add the item. Click to exclude the items previously
selected. See Figure 17.4.
Figure 17.4. Adding Item Codes

7. Click the look up button to select the employee who approved the inclusion of said
item codes. See Figure 17.5.
Figure 17.5. iBOS/e Lookup Dialog Box
8. Select the approver and then click <Save> when done already.

Introduction
Configuring the iBOS/e eSkin
Creating a New eSkin

Editing, Copying, and Deleting an eSkin

CREATING eSKINS
Creating a New eSkin
OVERVIEW
This part of the manual will guide you through the steps associated in Creating eSkins using
one of the tools under the eAdmin Module: the iBOS/e eSkin Manager.
The iBOS/e eSkin Manager is the tool that will help you add, edit, delete, or change your
corporate webskin. This tool provides you with templates used for creating distinctive looking
corporate skin or facade of your companys website. It allows customization of the main page
layout and its overall look.
Module Highlights:
Creating eSkins
Adding, Editing, Deleting an eSkin
Associated Module:
iBOS/e eAdmin iBOS/e eSkin Manager
Expected Users:
Those who handle the creation of website.

Steps
WorkSpace; refer back to Figure 7.0. From the iBOS/e eAdmin Main Page, click the
eAdmin Utility Tools and then click the WebSkin Manager. See Figure 18.1.
Figure 18.1. TheWebSkin Manager
2. Click <Add> button to add a new eSkin. Refer to Figure 18.2.

Tick the radio button

that corresponds to
the eSkin Template
that you need to use.
Figure 18.2. Adding a New eSkin
3. Fill out the information needed. See Tables 18.1 to 18.6.
Table 18.1 Fields in the New eSkinMain Configuration

Description Description or name of eSkin.
Main Template Template that will be used. Click dropdown list and
select main template.
Float eSkin Template Click dropdown list and select Float eSkin template.
Logout to Float eSkin Tick the checkbox to let iBOS/e sign out to the
selected Float eSkin and not to the main page.
Style Sheet Click dropdown list and select Style Sheet
template.
Buttons Click dropdown list and select buttons template.
Login Click dropdown list and select login template.
Privacy Policy Click dropdown list and select privacy policy
template.

Table 18.2. Fields in the New eSkinLogos

Company Refers to the image that will be shown on the upper
left corner of the eSkin. Click the lookup button and
then select company logo.
My iBOS/e Refers to the logo that will be shown in the workspace.
Click lookup button and select My iBOS/e logo.
Caption Refers to the image on the right side, just below the
company logo. Click lookup button and select
caption logo.
Banner Refers to the image that will be shown on the upper
right corner of the eSkin. Click lookup button and
select banner logo.
Table 18.3. Fields in the New eSkinBackground Images

Top Click the lookup button and then select logo.
Caption Click the lookup button and then select logo.
Left Click the lookup button and then select logo.
Center Click the lookup button and then select logo.
Right Click the lookup button and then select logo.
Menu Bar Click the lookup button and then select logo.
Menu Click the lookup button and then select logo.
Menu Item Click the lookup button and then select logo.
Caption Link Click the lookup button and then select logo.
Center Window Bar Click the lookup button and then select logo.
Right Window Bar Click the lookup button and then select logo.
Table 18.4. Fields in the New eSkinWindow Borders

Center Window Refers to the border of the Common Items Title
located on the center page of the eSkin. Tick box that
corresponds to your preference: left or bottom.
Right Window Refers to the border of the right-side window of the
eSkin. Tick box that corresponds to your preference:
left or bottom.

Table 18.5. Fields in the New eSkinColors

Header: Color Click a color from the color picker and then click the
pick button .
Click a color from the color picker and then click the
Home Link
pick button
. If preferred, tick box that corresponds to bold.
Bottom: Color Click a color from the color picker and then click the
pick button .
Font Color Click a color from the color picker and then click the
pick button .
Left Pane: Color Click a color from the color picker and then click the
pick button .
Window Bar Click a color from the color picker and then click the
pick button .
Window Body Click a color from the color picker and then click the
pick button .
Window Title
pick button . If preferred, tick box that corresponds
to bold.
pick button .
Menu
to bold.
Item
to bold.
Center: Color Click a color from the color picker and then click the
pick button .
pick button .
Body Link Click a color from the color picker and then click the
pick button . If preferred, tick box that
corresponds to bold.
pick button .
pick button .

Table 18.5. Fields in the New eSkinColors

Window Title
Window Font Click a color from the color picker and then click the
pick button .
Window Link
Right: Color Click a color from the color picker and then click the
pick button .
pick button .
pick button .
Window Title Click a color from the color picker and then click the
pick button .
Font Color
Window Link
Table 18.6. Fields in the New eSkinRelated Information Side Bar Options
Bullet Type Select which bullet type will be used by clicking the
radio button that corresponds to none, image, or list,
depending on your preference. If "None" is selected,
the Image Type and List Type are both disabled.
Image Type If "Image" is selected, click the lookup button in
Image Type to choose an image to use. The List
Type will be disabled.
List Type If "List" is selected, click the dropdown list to
choose the List Type that will be used. The Image
Type will be disabled.
4. Click <Add Theme> button.
5. You will be prompted that the new eSkin has been successfully added. Click <Back>
button.

6. Under default column, tick the radio button that corresponds to the eSkin Template
that you want to be the company's default eSkin settings. Go back to your main page;
refer to Figure 18.3.
Company logo
Background Caption Header
(see Table 18.2)
Menu Bar Image Caption (see Tableput
You may image as a
18.2) Top
(see Table 18.3) background and you may change
(see Table 18.3)
color
Menu Title Homelink

You may
change
color
Window
Body
Right Window
Item Bar
You can change (see Table 18. 3)
font color.
Right
(see Table 18.3)
Left
(see Table 18.3)
Figure 18.3. eSkin

Center
(see Table 18.3)
Bottom
You may use image as a
Background Color
background or change color

Editing, Copying, and Deleting an eSkin
Steps
1. From the Configure iBOS/e eSkin Window, edit an existing eSkin by clicking the edit
link that corresponds to the eSkin that you want to edit. A figure similar to the one
shown below will appear.
Click Update
Theme
Figure 18.4. Editing a eSkin
2. Make the necessary changes.
3. Click <Update Theme> button and then click <Back> button.

4. From the Configure iBOS/e eSkin Window, copy an existing webskin by clicking the
copy link that corresponds to the eSkin that you want to copy. A figure similar to the
one shown below will appear. .
Click Copy Theme
Figure 18.5. Copying a eSkin

5. Click <Copy Theme> button and then click <Back> button.
6. From the Configure iBOS/e eSkin Window, delete an existing webskin by clicking the
delete link that corresponds to the eSkin that you want to delete. A figure similar to the
one shown below will appear.
Click <OK>
button to delete
an eSkin
otherwise; press
<Cancel>
Figure 18.6. Deleting a eSkin
7. Click <OK> button to delete the eSkin you have chosen, otherwise press <Cancel>.
8. Sign out of the iBOS/e 2012 when you are done.

iBOS/e DATA ARCHITECT

Architecting the Database
The iBOS/e Data Architect is an iBOS/e eAdmin utility that is basically responsible in setting
up how an eForm will appear to users.
Registering physical tables into the iBOS/e IEDA (Infostructure Enterprise Databank
Architecture), loading data dictionaries that corresponds each table, defining unique indexes
and auto-generated fields, and setting up of lookups are the main capabilities of iBOS/e Data
Architect.
iBOS/e Data Architect also functions as a source and a repository during data processing. It
allows modification of field properties like renaming of captions, hide-on-browse function for
certain fieldnames of tables to conceal confidential fields. It also has the function to add new
fields and delete fields used in eForms.
Architecting the database involves the following activities:
Registering Tables in the Database

Loading the Data Dictionary
Setting up the auto-generated fields
Setting up of Lookup Fields
As a prerequisite before using iBOS/e Data Architect in registering tables, make sure all
physical tables are existing and ready.
Steps in Registering Table
iBOS/e tables should be registered in the database to be recognized by the system as the
source and a repository of processed data. Setting unique indexes (primary keys) are done to
avoid duplicate entries in the database.
iBOS/e only manages tables registered in the iBOS/e Data Architect that is why it is necessary
to record all important and often-used physical tables to take advantage of the systems
capability.
Tables can be classified as Global, Company, Subcompany, and Transaction tables.

Refer to the Appendices at the end of this chapter for table naming conventions.
The procedure that will be discussed is applicable to all table levels.

1. To begin with, go to eAdmin page by clicking the eAdmin tab, see Figure 19.1
Figure 19.1 Selecting eAdmin
2. The eAdmin page will appear. From the eAdmin main page, find and click the link
corresponding to iBOS/e Data Architect, Figure 19.2.
Figure 19.2 iBOS/e Data Architect Link

3. The page listing all tables registered under iBOS/e Data Architect will appear. Notice
that the registered tables are grouped according to different database levels: Global,
Company, Sub-Company, and Transaction.
4. If the table to be registered should be included under Global, click first the Global
hyperlink. This will also apply to other tables that will be registered under different
database levels. Refer to Figure 19.3.
Figure 19.3. iBOS/e Data Architect list of registered tables
5. To register a new table under Global, click the hyperlink corresponding to Global.
Notice that the active database level will become highlighted.
6. Click <Add Table> button. A new page will be displayed. Refer to Figure 19.4.

Refer to Table
18.1 the for the
detailed
description of each
item
Figure 19.4. Adding a New Table
7. Complete the information in registering tables. Refer to Table 19.1 on how to fill-up
the fields.

Table 19.1. Field description of each item in Registering Tables

Column Action/Remarks
Type the table name. For example, GMFPEOPLE. This represents
Table Name physical table name created in your database server.
Describe the table. This description will appear in the list of available
company tables. For example, The corresponding description for the
Description table GMFPEOPLE is also GRCCJTEST. In naming tables, it would
be wise to practice naming convention so that it would be easier to
search tables later on.
Click the drop-down list to reveal the combo box that will provide you
with the table types available such as Global Table, Company
Table, Transaction Table, InfoCard, LookupCard, HR Table,
Applicant Table, or System Table.
Global (G), Company (C) and Transaction (T) Table These are
non-system tables that are also not lookups or InfoCards tables
Table Type found on the Global, Company and Transaction level database
respectively.
InfoCard (IN) Can either be Global, Company or Sub-Company
level database tables. These tables should contain additional
information for Master Files.
Lookup Card (LK) Usually Global or Company level database
tables. These tables should contain reference data.
HR Table (IN21) These tables are usually Master Files that are
used by the BOS/e HR InfoManager applications.
Applicant Table (INAP) These are usually Company level
database tables that are also Master Files for your companys
Applicants. Tables of this type are shown in BOS/e Applicant
InfoManager.
System Table (RG or ST) These are usually Global level
database tables that contain setup values or registry data being
used by BOS/e. System Tables are shown in BOS/e Registry
Manager.
For our dummy table GMFPEOPLE, select Global as TableType.

8. Click ADD to save, else click CANCEL (Figure 19.5).
Figure 19.5. Add/Cancel Button
9. Notice that EGLNUSERGROUPS is now a registered table under the Global

database level, Figure 19.6.
Figure 19.6. EGLNUSERGROUPS now registered under Global database level

Configuring the Data Dictionary

Configuring the data dictionary of the registered table will allow the user to layout how the
eForm, the eSkin form, or the eViews will be displayed or appear.
1. Click the Load Dictionary button corresponding the table GMFPEOPLE. A new page
will be displayed containing all data dictionary for GMFPEOPLE.
2. To add a new data dictionary, click <Load Dictionary> button. Notice that a message
will prompt the user that data dictionary for GMFPEOPLE has been successfully
loaded; see Figure 19.7.
Items under
Fieldname (Figure
18.7) are the same
items under Column
Name (Figure 16.8)
of your physical table
Figure 19.7. List of data dictionary that has been loaded
NOTE:
The table GMFPEOPLE will now appear in your SQL Server, as this will be
the same table that will be loaded in your iBOS/e. Refer to Figure 19.8.

Items under Column

Name (Figure 19.8) are
the same items under
Field Name (Figure
19.7)
Figure 19.8. The design of GMFPEOPLE table in the SQL Server
3. Refer back to Figures 19.7 and 19.8. On Figure 19.7, notice that the items under the
column Field Name are the same items that can be found under Column Name of
Figure 19.8. The only difference is the order by which each items appear. The order
on how the items on iBOS/e will appear depends on how you will define their Column
Order, which will be discussed as we go through the procedure.
4. Now that the dictionary has been loaded, the next step is to configure each field of
GMFPEOPLE according to how the form will appear to the users. Click the EDIT
hyperlink corresponding the Field Name that will be configured, e.g. ACTIONBY
(field name).
A new page will appear in your screen, see Figure 19.9.

Figure 19.9. Configuration page for the selected data dictionary item
5. Refer to Table 19.2 on how to complete the information in Figure 19.9.
Table 19.2. Field description of each item in Editing Column Names in Data Dictionary
Field Description
Table Name Read-Only. The table to which the data dictionary belongs.
Column Name Read-Only. By default, this will follow the fieldname of the physical table.
Column Description By default, this will follow the fieldname of the physical table.
ftString - it will only recognize an alphanumeric input, varchar.
ftDateTime - it will only accept date and time values. By default, the date and time
are set to be equal to the system date (sysdate). The form view will display BOS/e
Pop-up Calendar
ftInteger - it will only recognize numeric input, whole numbers only.
ftFloat it can accept numbers with precision, meaning decimal inputs
Column Type ftMemo - it is used when the date entry consists of a paragraph used for creating a
remark or a comment field; or column values that exceeds 256 characters
ftBlob a Binary Large Object; it will only accept images

ftCombo - this will work with a Pick List to be able to display defined selection of
data for a given column; the pick list should contain values.
ftCurrency - similar to ftFloat except that it will only accept numerical values up to
two decimal places.
Used for defining on how the ordering of columns will be displayed in a form view.
By default, the order is based on how the physical table of the database is created,
for example: if a table has three fields, namely LASTNAME, FIRSTNAME and
Column Order GUID, the default order of these fields is presented in the same order. If the GUID
field should appear before LASTTNAME, and FIRSTNAME will appear last, then
set the order for the GUID field as 1 , assign 2 for LASTNAME and finally assign
3 to FIRSTNAME.

Table 19. 2. Field description of each item in Editing Column Names in Data Dictionary
(Continuation)
Field Description
User can input any numerical value, but by default, value is set to 30. Ideally, the best value is
Physical Width equal to the value used in the physical table.
Display Width By default, value is set to 100. Ideal value is 50.
This is a condition that should be satisfied, or it can also be a company policy the organization
has for a certain field information. For example: Given that newly graduates to be employed by
Validation Rule the company should be at least 20 years old, the DateHired field can have a validation rule --
subtracting DateHired from Birthdate to verify if the employee meets the age requirement
This is how iBOS/e will interpret your keyboard input. This is used in eForms, eSkin forms, and
eViews. The conversion of input will only take effect upon saving of data.
Normal - iBOS/e will interpret all keyboard input as regular/normal characters
Character Case
UpperCase - iBOS/e will automatically convert small or lowercase letters to uppercase letters.
LowerCase - iBOS/e will automatically convert big or uppercase letters to lowercase letters.
Input the default value of this particular field. This is the value a user will see every time the
Default Value
form is displayed. By default, items that should have values will contain an asterisk (*).
This is dependent on the Column Type selected. It functions with ftCombo. Input items
delimited by a comma (,).
if choice <=5 pick list will be displayed as radiobuttons Note:

Choice < 5
if choice >=6 pick list will be displayed as drop-down selection
The item Type has

Pick List a drop-down
selection containing
different choices:
Desktop, Laptop,
Server, Printer,
Vehicle, Phone, etc.
Note:
Choice > 6

Table 19.2. Field description of each item in Editing Column Names in Data Dictionary
(Continuation)
Field Description
This is the label or caption name that will group your eForms.
eAccounts,
eFinancial,
eKnowledge,
Field and eMarket

Management are
sample of Field
Groups
Group
Input one to two words that describe the function of a particular item. Hint is displayed when the
mouse is hovered within the area of a particular icon, a tool tip can be viewed.
Notice that when you

Hint hover your mouse within
the area of SAVE icon, a
tool tip indicating the word
Save will appear (see
pointer).
Auto Lookup Field

Select <Y> if column is expecting to receive an input value from the user. On the form, an asterisk
Column Required (*) is displayed beside the field as a hint that a value is required, otherwise the form will not save;
else select <N>.
Visible Select <Y> if column will be displayed on the form.
Select <Y> if items will be displayed horizontally, else select <N> to display items vertically.
Same Row
Editable Select <Y> if input can be modified after saving, else select <N> if not.
Select <N> if item can be viewed on the browse eForm page, else <Y> if it cannot be view by
Hide on Browse
users in the eForm.
6. After configuring properly the setup for the fieldname APPROVED BY of table
GMFPEOPLE, click <SAVE>. To undo all inputs, click <CANCEL>.
7. After completely configuring all the field names under table GMFPEOPLE, return to the
list of tables under the Global database level.
8. The next step is to configure the Auto-Gen Fields.

NOTE:
In editing the Data Dictionary for any given table
Tag <N> for VISIBLE and <Y> for HIDEONBROWSE on the following items:
1) ACTIONBY
2) APPROVED
3) ATTACHMENTCODE
4) DATEACTIONWASDONE
5) DATELASTUPDATE
6) PERSONNELIDNO
7) RECCREATEDBY
8) RECDATECREATED
9) ROUTEID
10) TIMELASTUPDATE
11) USERID

Configuring the Auto-Gen Fields

Configuring the auto-generated fields will allow the user to define which fieldname of a
particular table will have a system-generated trace number.
1. Refer to Figure 19.10. Notice that the field DocNumber is automatically filled up by an
auto-generated number.
The DocNumber is auto-

generated by the iBOS/e
system.
Figure 19.10. Sample eForm with an auto-generated trace number
2. In this case, we shall discuss every character and number that can be found in an
iBOS/e auto-generated trace number.
LV2004061000004
[SEED KEY] [SYSDATE] [No.OF RECORDS FOR THE DAY + 1]
[LV][20040610][00004]

3. To begin the configuration of the auto-generated field, click the Auto-Gen Fields button
that corresponds to the table GMFPEOPLE. A new page (Figure 19.11) will be
displayed.
Figure 19.11. Page displaying list of tables
4. Click <ADD>. A new page will appear in your screen, see Figure 19.12. Refer to
Table 19.3 as guide as how to fill up the information requested.
Figure 19.12. Create Table information form
Table 19.3. Field descriptions of items in Configuring Auto-Gen Fields

Column Action/Remarks Example
Take note that the items available in this drop-down
selection are the same items that were loaded in your data
FIELDNAME
dictionary. DOCNUMBER
Select the item (Field Name) where the auto-generation of
trace number is needed, e.g. DOCNUMBER.
This is user-defined. These are alpha characters that will
SEEDKEY
prefix the auto-generated sequence number specified in the LV (for Leave)
CTRCODE. For example, LV.
Specify the start number for the CTRCODE. For a specific
CTRCODE sysdate, the CTRCODE will increment by 1. The nextday,
1
with a new sysdate, the CTRCODE will refresh and again
begin with 1.
The length of the auto-generated field. This is normally
CODELENGTH equivalent to the size of the physical column or field. This is
15
the number of characters including the seedkey. For
iBOS/e, it is ideal that the codelength = seedkey length + 1
5. Given the sample values, DOCNUMBER auto-generated LV2004061000004. Note

that 04 means it is the fourth LV (Leave record) filed on 20040610 (06/10/2004).
iBOS/e eHR Module, e.g. ePersonnel Movements will follow the BOS/e convention in
auto-generating of fields.

Configuring Lookup Fields

Following the configuration of auto-generated fields, the final setup is to configure the Lookup
Fields.
1. To begin configuration of the auto-generated field, click the Auto-Gen Fields hyperlink
corresponding the table GMFPEOPLE. A new page (Figure 19.13) will be displayed.
Figure 19.13. Form template page
2. Refer to Table 19.4 to complete the information being requested in setting up the
Lookup fields.
Table 19.4 Field descriptions of items in Configuring Lookup Fields

Field Description
Take note that the items available in this drop-down selection are the same
Master Field items that were loaded in your data dictionary.
Select the item (Field Name) that will have a lookup. On the form view, a
Lookup icon will appear beside the form field.
Lookup Name Input text that will describe the lookup.
Select the table that will be called by the lookup. This is the source table that
Lookup Table will be searched.
This is the name of the field where the column will be referenced. This will be
saved in the database.
Lookup Key Field Lookup
Master Icon
Field
This is the column from the Lookup Table where data will be returned. This is
Lookup Result Field for viewing purposes only. It cannot be saved.
Input extra fields. This is comma-delimited. This is for viewing purposes
Extra Result Field/s only. It cannot be saved.

Study Figure 19.14 with reference to Table 19.4.
In the Form, this

is the Master Lookup
Key Field Lookup
Field based on
Result Field
Table 19.4.
Figure 19.14. Edit Sheet
3. After completing the setup, click <ADD>. To undo all inputs, click <CANCEL>.
4. The procedure applies to all field items of your table that has lookup fields.

Appendix 1
iBOS/e Table Naming Convention

OVERVIEW:
iBOS/e complies with IEDA (Infostructure Enterprise Databank Architecture) which is divided
into four levels: The Global Database, Company Database, Sub Company Database and
Transaction Database. Each of these databases contains tables that are used by iBOS/e. As
System Administrator, it is your job to learn how to name the physical tables. This will be very
useful when creating new tables that your company needs, or for debugging purposes, when
you need to look for specific tables to check on data types/ data length, validity of data, among
others.
This document is divided into two parts. Part 1 describes how iBOS/e Tables are named. Part
2 contains guidelines for creating new tables that your enterprise will use.
Part 1
Table Names are divided into three parts:
1. Table Level
2. Table Type
3. Table Description
Format:
ABBXXXXXXX
Where:
A Visibility according to level.
G Global
C Company
S Sub-Company
T Transaction
BB Table Type
MF - Master File
LK LookUp Card
IN - InfoCard
IN21 - InfoCard (for 201 files)
BR - Business Rule
RG - Registry
ST - Setup
XXXXXXX Description of the content of the Table
Examples:
GRGSUBCOMPANY This is a table that contains the global registry of sub-companies.

CIN21TRAVEL This is a type of InfoCard table that contains the travel information of an
employee.
NOTE: Recommended length for table names should be at least 20 characters

(alphanumeric). Spaces and special characters are not allowed. It is also
recommended to use ALL CAPS when naming tables in iBOS/e.
Classifications of iBOS/e Tables:
Global holds data that are applicable to the whole enterprise/organization.
Company holds data that are local to a company. Consequently, it is applicable to all
the sub-companies in that company.
Sub-Company holds data that are local only to a sub-company. Some data describes
what data are stored in the iBOS/e Transaction databases.
Transaction holds transaction data in a given sub-company or group of applications

in a company or its content.
Master - holds permanent information about the business such as information about
employees, vendors, customers, and so on and so forth.
Lookup Card same with Master tables but with lesser priority and importance with
data in the Master.
InfoCard acts as an extension of the Master Tables.
Business Rule holds default settings/parameters/options to a particular business

process.
Registry holds information about the data that are entered into the system or
pertaining to the system. These data can be permanent or time-bound, examples are
payroll Files, eForms instances, iBOS/e Users, Data Locations, etc.
Setup holds information on how iBOS/e as a business system, is set up. This
includes tables that describe the association of iBOS/e entities, and such.

Part 2
In creating new tables for Master files, InfoCards, and Lookup Cards, additional fields must be
included in the table. These data serve as an Audit Trail function for the table. These fields are
not required when creating new tables, and iBOS/e will function normally without the
additional fields stated below.
For Master Files, InfoCards and Lookup Cards:

RECCREATEDBY VARCHAR (20) VARCHAR2 (20)
RECDATECREATED DATETIME DATE
USERID VARCHAR (20) VARCHAR2 (20)
DATELASTUPDATE DATETIME DATE
TIMELASTUPDATE VARCHAR (8) VARCHAR2 (8)
ROUTEID VARCHAR (30) VARCHAR2 (35)
DATEACTIONWASDONE DATETIME DATE
APPROVED VARCHAR (1) VARCHAR2 (1)
ATTACHMENTCODE VARCHAR (35) VARCHAR2 (35)
ACTIONBY VARCHAR (20) VARCHAR2 (20)
IN21 Tables contains the above columns PLUS:

GUID VARCHAR (20) VARCHAR2 (20)
PERSONNELIDNO VARCHAR (20) VARCHAR2 (20)
Here are some common data types used in iBOS/e:

MSSQL Oracle Description
Usually used for variable length strings, for example: First
VARCHAR VARCHAR2
Name. Containing alphanumeric characters, no spaces.
DATETIME DATE Used for date fields.
FLOAT FLOAT Used for numeric fields, for example: decimal like 1.50.
TEXT CLOB Used for data that will contain paragraphs, memos.
IMAGE BLOB Used to store pictures/icons.

iBOS/e eWORKSPACE MANAGER

Configuring the Theme of the
eWorkspace
iBOS/e eWorkspace Manager is used to configure the theme of the eWorkspace. Outlined
below are the steps in configuring the eWorkspace Manager.
1. From eAdmin, click eWorkspace Manager. The Configure iBOS/e eWorkspace

Manager Page will appear, see Figure 20.1.

Figure 20.1. Configure iBOS/e eWorkspace Manager Page
3. Fill out the information needed using Table 20.1
Table 20.1. Adding a New Workspace

Initial Configuration
Description Caption or title of the item.
Set User Unchangeable Check box to unable user to change his/her
theme in Personalize My iBOS/e section.
Default Theme Click the drop down list to select the theme.
Main Configuration
Left Header Caption Type text or caption that needs to be displayed
in the upper left corner of the Workspace.
Images
Left Header Click lookup to choose the image for the upper
left corner of the Workspace.
Left Header Dimension Type Tick the radio button that corresponds to width
or height.
Left Header Dimension Value Set numeric value for the dimension of your left
header.

Right Header Click lookup to choose the image for the upper
right corner of the Workspace.
Right Header Dimension Type Tick the radio button that corresponds to width
or height.
Right Header Dimension Value Set numeric value for the dimension of your right
header.
Background Color
Left Header Indicate the color name or value for the upper
left part of the Workspace.
Right Header Indicate the color name or value for the upper
right part of the Workspace.
Bottom Footer Indicate the color name or value for the bottom
part of the Workspace.
Background Images
Left Header Click the Look up button to select the image for
the left header.
Right Header Click the Look up button to select the image for
the right header.
4. Click <Add Workspace> to add the file otherwise click <Back>.
5. From the iBOS/e eWorkspace Manager, tick the radio button that corresponds to the
Default if the newly added Workspace is the default Workspace.
Editing, Copying, and Deleting the eWorkspace Manager

1. From Configure iBOS/e eWorkspace Manager Page (Figure 20.1), edit a particular
Workspace by clicking the edit link that corresponds to said eWorkspace. Refer to
Figure 20.2.

Figure 20.2. Editing the iBOS/e eWorkspace Manager Page
2. Make the necessary changes and then click <Save> button. You will be prompted that
the Workspace has been successfully updated.
3. From Configure iBOS/e eWorkspace Manager Page (Figure 20.1), copy a particular
Workspace by clicking the copy link that corresponds to said Workspace that you
need to copy. A figure similar to the one shown below will appear.

Click this
Figure 20.3. Copying the iBOS/e eWorkspace Manager
4. Click <Copy Workspace> button to copy the Workspace. You will be prompted that
the Workspace has been successfully copied.
5. From Configure iBOS/e eWorkspace Manager Page (Figure 20.1), delete a

particular Workspace by clicking the delete link that corresponds to said Workspace

that you need to delete. A confirmation dialog box similar to the one shown below will
appear.
6. Press <OK> button to delete the Workspace, otherwise click the <Cancel> button.
7. You will be prompted that the Workspace has been successfully deleted.

iBOS/e File Manager

Uploading Files
iBOS/e File Manager is the tool that manages your files, images and other electronic
information for your site.
Steps
Uploading Files using the iBOS/e File Manager
1. After logging in to your workspace, click the eAdmin tab. From the eAdmin Main
Page, click the iBOS/e File Manager. The List of Uploaded Files in iBOS/e will
appear; refer to Figure 21.1.
Figure 21.1. List of Uploaded Files in iBOS/e
2. Create a directory. Fill up the New Directory Name using the text box provided and
then click <Create Directory> button. See Figure 21.2.
Figure 21.2. Create a Directory Pane

3. From the List of Uploaded Files (refer back to Figure 21.1), click the link of the newly
created directory.
4. Click Browse button to start importing and uploading files, images and other electronic
data. A Choose File Window will appear, refer to Figure 21.3.
Figure 21.3. Choose File Window
5. Select the File you want to upload. The file path will be reflected in the text box [NOTE:
ou can upload 5 files at a time]. Refer to Figure 21.4.
Figure 21.4. Uploading Files
6. Click <Upload Files> button.
7. The uploaded file(s) will be reflected in the Files/Directory Name including the date
when it was uploaded and the file size in KB.
8. You may opt to Delete, Rename, or View the File.

Deleting a File
From the List of Uploaded Files (refer back to Figure 21.1), click the Delete
link that corresponds to said File that you need to delete. A dialog box will
confirm if you really want to delete the file. See Figure 21.5.
Click <OK> button otherwise press <Cancel>.
You will be prompted that the record has been successfully deleted.
Viewing a File
From the List of Uploaded Files (Figure 21.1), click the View link that
corresponds to said file that you need to view. The file will come into view.
Click Back button to go back to the List of Uploaded Files.
Renaming a File
From the List of Uploaded Files (Figure 21.1), click the Rename link that
corresponds to said file that you need to rename. A dialog box will prompt you
to type in the text box the new file name.
Figure 21.6. Renaming a File
Type in the text box the new file name and then click Rename button otherwise
click Cancel.

WEBSHELL AUDIT TRAIL VIEWER

Viewing Module Audit Trail Logs
The iBOS/e Utility Audit Trail Viewer function as your database transaction logs and history,
meaning that all actions and modifications done on a particular iBOS/e Module are monitored
and recorded.
As the iBOS/e System Administrator, you can keep track of Users and Groups who were
granted access on selected iBOS/e Module like eBooks, eViews, and eForms.
Viewing Module Audit Trails

1. After logging in to your respective workspace, click eAdmin tab. From eAdmin Main
Page, click WebShell Audit Trail Viewer link. A figure similar to the one shown below
will appear.
Figure 22.1. WebShell Audit Trail Viewer Page

2. Select from the tab the specific applications you want view (eBooks, eFiles, eForms,
eViews, eQueries, and eSkin).
The eBooks Audit Trail Viewer
a. From the eBooks Audit Trail Main Page, view the Audit Trail of an eBook by
clicking its Book Code link.
Figure 22.2. Book Code Links
b. A new page will be displayed on your screen containing the UserID of the
persons who made transaction on that eBook, the Item Modified, the Audit
Date, the Audit Time and the type of Action made. This table listing can be
sorted and filtered according to your preference, refer to Figure 22.3.

Figure 22.3. iBOS/e eBooks Audit Trail Viewer Page
a. Click a particular UserID link; a table will be displayed on your screen

containing a detailed description of transactions made on a particular eBook.
The table will show the Audit Date, the Table Name, and the type of Action
made, the Field Name where an action was made, its Old Value and its New
Value if the action was edit; refer to Figure 22.4.
Figure 22.4. Viewing iBOS/e eBooks Audit Trail Viewer Page
b. Click <Back> button to return to the List of UserIDs for that eBook.

The eForms Audit Trail Viewer
a. The eForms Audit Trail Viewer will give you a table containing UserID,
Lastname, Firstname, and Middlename of Users. This list can be sorted
and filtered according to your preference.
From the eForms Audit Trail Main Page, click a particular UserID; a new
page will be displayed on your screen. This contains all the eForms that the
user has access to.
b. Click the link of an eForm; this will give you a table containing a list of records
including its Description, Entity Code, Project Code, etc. depending on the
fields of the selected eForm.
The eViews Audit Trail Viewer
a. The eViews Audit Trail Viewer lists all available eViews on your company
website. The table will display the eView Description, the Tablename of its
records, and the Primary Keys.
From the eViews Audit Trail Main Page, click a particular Description link;
a new page will be displayed on your screen. It contains the UserID, the
Date and Time of transaction, and the type of Action made. This table listing
can be sorted and filtered according to your preference.
b. Click a UserID link; a table will be displayed on your screen containing a

detailed description of transactions made on a particular eViews. The table
will show the Field Name where an action was made, its Old Value and New
Value if the action was edit or add.
The eSkin Audit Trail Viewer
a. The eSkin Audit Trail Viewer lists all available eSkin on your company
website. The table will display the eSkin Theme and the Default value.
From the eSkin Audit Trail Viewer Main Page; click a particular Theme link;
a new page will be displayed on your screen. It contains the UserID, the
Audit Date and Audit Time of transaction, and the type of Action made.
This table listing can be sorted and filtered according to your preference.
b. Click a UserID link; a table will be displayed on your screen containing a

detailed description of transactions made on a particular eSkin, see Figure
22.5. The table will show the Field Name where an action was made, its Old
Value and New Value if the action was edit or add.

Figure 22.5. Viewing iBOS/e Audit Trail Viewer Transactions Page
TIP: To browse the Book Code, UserIDs, eViews Description, eSkin Theme,
among othersyou may click to view the last page of the file. Click to go back
to the previous page of the file. Click to go back to the first page of the file. Click
to go to the next page of the file.

USER CONNECTIONS VIEWER

Viewing Module Connections Logs
User connection viewer serves as the audit trail for all connections and visited pages for
each user of iBOS/e 2012.
Steps
1. From eAdmin, click User Connections Viewer link. The User Connections
Viewer Main Page will appear, see Figure 23.1.
Figure 23.1. User Connections Viewer Main Page

2. From the User Connections Viewer Main Page, administrators have the
option to view all the visited links and requested pages of each user or
disconnect a user or all current connections.
3. Click the disconnect link that corresponds to the name of the user that you
want to disconnect from iBOS/e 2012. NOTE: Example of users that the
administrator may opt to disconnect is resigned employee(s) whose account(s)
are still active.
4. A dialog box will prompt you if to confirm if you want to disconnect the user,
refer to Figure 23.2. Click <OK> button; otherwise click <Cancel>.
Figure 23.2. Click <OK> Button
5. Click the view link that corresponds to the name of the user whose connection
details you want to view. The connection details window will appear, see Figure
23.3.

NOTE: The page includes the time when the user connected to iBOS/e 2012, the
elapsed time, and the requested page(s).
6. Click <Back> button to go back to the Current Connections window.
7. Click <Disconnect All Connections> button to disconnect all users. See

Figure 23.4.
Figure 23.4. Click <OK> Button to Disconnect All Users

NOTE:
To Filter Users, set the field name by clicking the dropdown list. Select from the following
fields: by User, Date, Time, IP Address, and Logon Account. Select Sorting Field: Click
the dropdown list. Select from either ascending or descending. Type in the Filter text box
the information that you want to search: the User name, the specific date; i.e., the date
today, Time, i.e., the time today, the IP Address, the user's Logon Account depending on
the field name you specified.

iBOS/e WEBSITE MANAGER

Administering the Web Site
iBOS/e Website Manager serves as a tool for performing updates in the program files of
iBOS/e 2012, conducting complicated tasks, and administering the database.
Steps
1. From the eAdmin tab, click the Website Manager link. The iBOS/e Website
Manager Main Page will appear; see Figure 24.1.
Figure 24.1. iBOS/e Website Manager Main Page

2. From the iBOS/e Website Manager Main Page, administrators have the option to
do complicated tasks and tweaks in iBOS/e such as:
Set the user session expiration time

Update the program files of iBOS/e
Create, rename and delete folders and files
Rename and delete files
Upload files
Conduct changes in the database
NOTE: All activities mentioned above require the administrator to input the
admin account's password for security purposes.
Setting the User Session Expiration

1. Input the value (in seconds) in the Set Session Expire textbox.
2. Input the admin accounts password and then click the <Update> button.
Browsing iBOS/e's Program Files

1. Provided is the list of folders and files of iBOS/e 2012 in the File/Directory Pane.
2. Click a folder to browse its contents.
Creating, Renaming, and Deleting Folders

1. From the list (refer back to Figure 24.1), browse a folder.
2. Select the folder from the dropdown list.
3. Input the folder name then click:
Create button - to create this folder

Rename button - to rename this folder
Delete button - to delete this folder
4. Input the admin accounts password.
5. Follow steps 1-4 in creating, renaming, and deleting files.

Uploading Files
1. From the list, browse a folder.
2. From the Upload Files Pane (Figure 24.2), click the <Browse...> button.
Figure 24.2. Upload Files Pane
3. The Choose File window will appear. Search for the file that you need to upload.
NOTE: iBOS/e allows up to 5 files to be uploaded simultaneously.
4. Input the admin accounts password and then click the Upload Files button.
Conducting Tweaks in the Database
This process is being done to maintain the database.
1. From the SQL Executioner pane (refer to Figure 24.3), input the SQL statements in the
textbox provided.
Figure 24.3. iBOS/e Website Manager Main Page
2. Or use the buttons (SELECT; INSERT; UPDATE; DELETE; CREATE; ADD, EDIT,
AND DELETE FIELDS; and DROP) for pre-configured SQL statements.
3. Using the dropdown list, choose the database where you will execute the script.
4. Using the textbox provided, input the No. of records to display

0 - for all
n - for a certain number of records
5. Using the textbox provided; input the Page Break for every 'n' record.
6. Using the textbox provided; Input the admin accounts password and click the Execute
button.

Introduction
Configuring the iBOS/e WebShell eBoard
Creating a New eBoard

Editing, Copying, and Deleting an
eBoard
eBoard User Manager

iBOS/e eBOARD
Introduction
This part of the manual will guide you through the steps associated in Creating eBoards
using three of the tools under the eAdmin Module: the Website Manager, eBoard Manager,
and the eBoard User Manager.
The eBoard Manager is the tool that will help you add, edit, delete, or change your eBoard.
This tool provides templates used for creating company memos, letters, and announcements
and eBoards for the companys website.
Module Highlights:
Creating eBoard and Company Memos, Letters, and Announcements
Adding, Editing, Deleting an eBoard and Company Memos, Letters, and

Announcements
Associated Module:
iBOS/e eBoard Manager
iBOS/e eBoard User Manager
iBOS/e eAdminWebsite Manager
Expected Users:
Those who handle the creation of eBoards.

CONFIGURING THE iBOS/e eBOARD

Uploading eBoard Using the
WebSite Manager
The first step in creating an eBoard is to upload it (in .jpeg of .gif file) using the Website
Manager. Afterwards, you may create a new eBoard using the eBoard Manager. eBoards are
the electronic equivalent of your companys bulletin boards. Your company may use it for
publishing company memos, letters, and announcements.
Steps
1. After logging in, the eBoard Main Page will appear, refer to Figure 25.1.
Figure 25.1. iBOS/e eBoard Main Page
2. From iBOS/e eBoard, click iBOS/e eAdmin, from eAdmin, click Website Manager
link. The Website Manager window will appear. Refer to Figure 25.2.

Figure 25.2. iBOS/e eBoard Main Page
3. Click <Browse> button to choose the eBoard that you want to upload. The Choose
File window will appear. Refer to Figure 25.3.

4. Select the file that you need and then press <Open> button. See Figure 25.4.
Take note of the path of your newly
uploaded eBoard, you will need it once you
create a new eBoard for this in Activity 2
Click upload files

button to upload
the file
5. Click <Upload Files> button. You will be prompted that the file has been successfully
saved.
6. Click iBOS/e eAdmin Link to return to eAdmin Main Page.


Creating an eBoard
Using the eBoard Manager
eBoard Manager allows you to create, copy, edit, and delete an eBoard.
Steps
1. From eAdmin, click eBoard Manager link, a figure similar to the one shown below will
appear.
Figure 25.5. eBoard Manager Main Page
2. Click <New eBoard> button to create a New eBoard. See Figure 25.6. Refer to the
table below for the fields.
Table 25.1. Fields in the eBoard Form

Field Actions/Remarks
Click dropdown list and select main templateeither eBoard
Template WorkSpace or Read Memo, Letters. Refer back to Figure 25.1.
Priority Level Click dropdown list and select from High, Medium, and Low. This is
for sorting purposes only.
Sort ID Type the Sort ID on the text box provided.

Start Date Click . The iBOS/e Calendar will appear. Select the pertinent start
date of the companys eBoard.
End Date Click . The iBOS/e Calendar will appear. Select the pertinent end
date of the companys eBoard.
Type a brief description of your eBoard, for example: September 2012
Description eBoard
Display Tick box if you want to display the Description you entered.
Type in the content box the path of the image you have previously
Content uploaded in Activity 1 (see Figure 25.4), for example: <img
align=center src =images/iscc/iBOS/emainapril2004.jpg>.
Archive Tick box if you want to place the eBoard into the archive.
Figure 25.6. Adding an eBoard
3. Click <Add> button. You will be prompted that the eBoard has been successfully
added.


Editing/Archiving an eBoard Using
the eBoard Manager
The steps outlined below illustrate the archiving of eBoard. Archiving is done when a new
eBoard will be uploaded and the company wants to save the previous eBoard for future
reference.
Steps
1. From eBoards Main Page (Figure 25.5), edit a particular eBoard by clicking the edit
link that corresponds to said eBoard that you need to edit. An eBoard is being edited to
place it into archive so that the newly created eBoard (refer to Activity 2) will be
reflected in the respected eBoards of the employees. Refer to Figure 25.7.
Figure 25.7. Editing an eBoard
2. Tick box to place the eBoard into the archive.
3. Click <Save> button. You will be prompted that the eBoard registry has been
successfully updated.


Copying an eBoard Using the
eBoard Manager
Steps
1. From eBoards Main Page (Figure 25.5), copy a particular eBoard by clicking the copy
link that corresponds to said eBoard that you need to copy. A figure similar to the one
shown below will appear.
Figure 25.8. Copying an eBoard
2. Click <Copy> button to copy the eBoard. You will be prompted that the eBoard has
been successfully copied.


Deleting an eBoard Using
the eBoard Manager
Steps
1. From eBoards Main Page (Figure 25.5), delete a particular eBoard by clicking the
delete link that corresponds to said eBoard that you need to delete. A figure similar to
the one shown below will appear.
Figure 25.9. Deleting an eBoard
2. Press <OK> button to delete the eBoard.
3. You will be prompted that the eBoard has been successfully deleted.

iBOS/e eBOARD
Defining the Access Rights for eBoard
Administrator may opt to grant access rights either by users or by group.
Defining Access Rights by Users
Steps
1. Return to eAdmin Main Page; see Figure 26.1.
Figure 26.1. eAdmin Main Page
2. Under eAdmin, click eBoard link and then click the eBoard User Manager link. The List
of Available eBoards will appear. See Figure 26.2

Figure 26.2. List of Available eBoards
3. Click the Users Link that corresponds to the eBoard that you want to have the access
rights defined. Refer to Figure 26.3.
Figure 26.3. Users of eBoard

4. Tick the box that corresponds to the user(s) that you want to have an access with the
eBoard you created in Activity 2. Click <Save> button otherwise choose <Back>.
Figure 26.4. Choose Users of eBoard
Defining Access Rights by Group

Steps
1. From Figure 26.2, define the type of access by Group by clicking the Groups
hyperlink. A figure similar to the one shown below will appear.
Figure 26.5. Group Users

2. Tick the box that corresponds to the group that you want to have an access with the
eBoard you created in Activity 2. Click <Save> button otherwise choose <Back>.
Figure 26.6. Choose Group Users of eBoard

Creating eBooks Using the eBooks Editor

Defining Access Rights for eBooks by Users
Defining Access Rights for eBooks by Group
Viewing the Newly Created eBook

iBOS/e eBOOKS
Creating eBooks
iBOS/e eBooks is the electronic equivalent of company manuals and other published materials
e.g. handbooks. It can be used to publish company manuals in iBOS/e Portal such as HR
policy manual, training manuals, guidebooks, and other voluminous materials. Various types
of eBooks can be created using the eBooks Listing, eBooks editor, and the eBooks User
Manager of the eBooks Utilities Applications.
Creating eBooks Using the eBooks Editor
Steps
1. Logon to the iBOS/e 2012 using your Username and Password.
2. From your iBOS/e eWorkSpace, click the eBooks tab, the iBOS/e eBooks Main Page
will appear. Refer to Figure 27.1

Figure 27.1. eBooks Main Page

3. From the Utilities Applications, click the eBooks Listing hyperlink. This will lead to a
page containing the list of eBooks, see Figure 27.2
Figure 27.2. Browse eBooks Listing

4. Click the <Add> button to add a new eBook. The Add a Book Type form will
appear, see Figure 27.3.
Figure 27.3. Add a Book Type
5. Fill out the information needed. Refer to Table 27.1.
Table 27.1. Fields in the Add a Book Type

Data Type Code The shortcut or code for the item that you are about to
create. Example of data type code for eBooks: hrmanual.
Sort ID The alphanumeric coding system used to organize items.
Description (Menu) The name of the item as exactly displayed in the menu.
Type the Group of the eBookeBooks may be grouped
Group by Department usefor HR, Marketing, among others.
Hint Short description for the manual.
Cover Caption Path of the cover page of the manual.
Template Click the dropdown list and then choose Index
Navigation Mode.
Type Enabled Tick box to enable the eBook.
Editable to Users Tick box to allow users to edit the eBook.
6. Click <Save> button. You will be prompted that the eBook has been added already.
7. Click iBOS/e eBooks link to go back to the eBooks Main Page. From Utilities, click
eBooks Editor. See figure shown below.

Figure 27.4. List of eBooks
8. From the list of eBooks, click the link of the eBook you created in Step 4. The Master
List Page will appear, see Figure 27.5.
Figure 27.5. Adding Content

9. Click Add New Item link to create the content(s) of the eBook. See Figure 27.6.
Figure 27.6. Edit Details Page
10. Create the Hierarchy by filling out the information needed, see Table 27.2.
Table 27.2. Fields in Edit Details Page

Sort ID The alphanumeric coding system used to organize the
contents of the eBook.
Caption Brief description or title for this chapter of the eBook.
Content Type Tick the radio button that corresponds to Hierarchy or
Content. Choose hierarchy for the title of chapters of
the eBook, while the content is for the unstructured data
typethe contents itself of the eBook.
Content Where the content of the eBook is placed with the use
of HTML. Cut the text of the eBook from the word file
and then paste it in the Content part. Use HTML for the
font, font size, images among others. NOTE: Content
for Hierarchy is only an asterisk (*).
Hierarchy List of titles created for the eBook. To assign content to
a hierarchy, open the hierarchy file, find and highlight
the Caption of the content, press Ctrl key and left click
simultaneously.

11. Click <Save> button. You will be prompted that the hierarchy has been successfully
saved.
12. From Step 9, create the Content by filling out the information needed (refer back to
Table 27.2). NOTE: For the Content Type, tick the radio button that corresponds to
Content.
13. Click <Save> button. You will be prompted that the content has been successfully
saved.
14. Click <Back> button. The Master List Page will appear. Click the link of the hierarchy
previously created. Find and highlight the Caption of the content, press Ctrl key and
left click simultaneously to assign content to a hierarchy.
15. Click <Save> button.
16. Repeat Steps 8 to 15 to add new hierarchy and content and to assign certain
content(s) to a particular hierarchy.
Defining Access Rights for eBooks by Users

1. From the eBooks Main Page (Figure 27.1), from Utilities, click eBooks User Manager
link. See Figure 27.7.
Figure 27.7. eBooks User Manager

2. Click the Users Link that corresponds to the eBook that you want to have the access
rights defined.
eBook. Click <Save> button otherwise choose <Back>, see Figure 27.8.
Figure 27.8. eBooks User Managerby Users
Defining Access Rights for eBooks by Group
1. From Figure 27.7, define the type of access by Group by clicking the Groups
hyperlink. A figure similar to the one shown below will appear.

Figure 27.9. eBooks User Manager
2. Tick the box that corresponds to the group that you want to have an access with the
eBook. Click <Save> button otherwise choose <Back>.
TIP: To browse the Users of eBooks List you may click to view the last page of
the file. Click to go back to the previous page of the file. Click to go back to the
first page of the file. Click to go to the next page of the file.
Viewing the Newly Created eBook
1. From the iBOS/e eBooks Main Page, click the link of the eBook that you need to view.
2. A new window will appear, see Figure 27.10.

Figure 27.10. Sample eBook

Creating an eForums Personal Folder

Creating an eForums Shared Folder
eForums User Manager

iBOS/e eForums
Configuring the eForums
eForums is also commonly called as online forum; it provides an environment for multi-
threaded discussions among selected participants on topic posted by a department (e.g. HRs
proposal for employees to start wearing uniforms).
Creating an eForums Personal Folder

1. After logging in to your respective workspace, click the eForums tab and the eForums
Main Page will appear, see Figure 28.1.
Figure 28.1. eForums Main Page
2. From the eForums Main Page, under Utilities, click the eForums Personal Folder link
and the Shared Folders Page will appear, see Figure 28.2.

Figure 28.2. Shared Folders Page

3. Click the <Create Folder> button to add a new folder. The Add Folder window will
appear; see Figure 28.3.
Figure 28.3. Adding a New Folder
4. Fill out the fields with the appropriate data or value. Refer to Table 28.1.

Table 28.1. Fields in the Add Folder Form

Description Caption or title for this folder.
Template Select from the dropdown list which template to use.
5. Click the <Save> button to add this folder; otherwise click the <Back> button to
discard.
6. A message prompt will then appear to inform that the folder has been successfully
added in the list.
7. Go back to the iBOS/e eForums Main Page. Click the link of the title of the eForums
Personal Folder you created in steps 2-6, see Figure 28.4.
Figure 28.4. Personal Folder
8. To share this discussion, click <Move Discussion> button. Refer to Figure 28.5.

Figure 28.5. Move Discussion

Table 28.2 Move Discussion Form

From Shared Folder Select from the dropdown list the destination folder
where you will move this discussion.
Discussion Click the lookup icon to select the particular
discussion thread where you will move this
discussion.
10. Click the Save button to add this folder, otherwise, click the Back button to discard
Creating an eForums Shared Folder

Use the eCollab Shared Folder utility of eForums to create a new shared discussion.
1. From the eForums Main Page (refer back to Figure 28.1), under Utilities, click the
eForums Shared Folder Manager link and the Shared Folders Page will appear, see
Figure 28.6.

2. Click the <Create Folder> button to add a new folder, see Figure 28.7.
Figure 28.7. Adding a New Folder
Table 28.3. Add Folder Form

Description Type in the textbox provided the subject of the discussion
Template Click the dropdown list and select Index Navigation Mode.
4. Click <Save> button. A message will prompt you that the record has been successfully
saved.
5. Click the iBOS/e eForums link to go back to the iBOS/e eForums Main Page. Define
the access rights using the eForums User Manager*.
6. From the iBOS/e eForums Main Page, under the Shared Folder is a list of shared
folders you created using steps 1-4.

7. Click the link that corresponds to the newly created shared folder.
8. A figure similar to the one shown below will appear (Figure 28.8).

9. Click the <Create Discussion> button to create a new discussion thread, see Figure
28.9.
Figure 28.9. Create New Discussion Thread

Table 28.4. Creating a New Discussion Thread

Subject Type in the textbox provided the subject or topic of the
discussion thread.
Message Type in the textbox provided the message you want to

share.
Member Click the lookup icon; a new window will open
containing the iBOS/e Lookup Dialog box. Select from
list the member who needs to receive this discussion.
Click the Select button to add the selected member on
the list. Click Remove button to remove the selected
member on the list. Repeat this steps to add a new
member.
11. Click the <Add> button to add this folder, otherwise click the Back button to discard.
You will be prompted that the record has been successfully added and that notification
has been sent to the recipients.
eForums User Manager

eForums User Manager allows administrators to grant users access on the created personal
and shared folders. Refer to the steps outlined below. Administrators have the option to
define the access rights by users and by groups.
1. From the eForums Main Page (refer back to Figure 28.1), click the eForums User
Manager link. The List of Shared Folders Page will appear, see Figure 28.11.
Figure 28.11. List of Shared Folders Page
2. Click the Users link; you will then be directed to the List of Users, see Figure 28.12.

3. Tick the checkboxes that corresponds to the access (add, reply, or read) applicable to
the users (Figure 28.13)
Figure 28.13. Defining Access Rights

4. Click the <Save> button to commit the changes made, otherwise click the <Back>
button to discard.
Giving Group Access Rights

1. From the List of Shared Folders Page, refer back to Figure 28.14. Click the Groups
link, you will then be directed to the list of grouped users.
Figure 28.14. List of Group Users
2. Tick the checkboxes that corresponds to the access (add, reply, or read) applicable to
the group users (Figure 28.15).

Figure 28.15. Defining Access Rights
3. Click the <Save> button to commit the changes made, otherwise click the <Back>
button to discard.

Uploading eFiles Using the iBOS/e File Manager

Registering eFiles Using the iBOS/e eFiles Manager
Defining Access Rights for eFiles by Users

iBOS/e eFILES
Configuring eFiles
OVERVIEW
iBOS/e eFiles are softcopies of forms, templates, and other documents that can be
downloaded and opened with the software used to create these files such as Word, Excel or
PowerPoint. There are two (2) kinds of eFiles: Shared eFiles and Personalized eFiles. Shared
eFiles are eFiles created for multiple users wherein access can be defined using the iBOS/e
eFiles Users Manager. Personalized eFiles on the other hand, are configured by users for
their personal use only and cannot be shared to other iBOS/e eFiles users.
Uploading eFiles Using the iBOS/e File Manager

1. From the eFiles Main Page, from the Utilities, click the iBOS/e File Manager. The
List of Uploaded Files in iBOS/e will appear; refer to Figure 29.1.


Figure 29.1. List of Uploaded Files in iBOS/e
2. Create a directory. Fill up the New Directory Name using the text box provided and
then click <Create Directory> button. See Figure 29.2.

Figure 29.2. Create a Directory Pane
3. From the List of Uploaded Files (refer back to Figure 29.1), click the link of the newly
created directory.

4. Click <Browse> button to start importing and uploading files, images and other
electronic data. A Choose File Window will appear, refer to Figure 29.3.
5. Select the File you want to upload. The file path will be reflected in the text box [NOTE:
You can upload 5 files at a time]. Refer to Figure 29.4.

6. Click <Upload Files> button.
7. The uploaded file(s) will be reflected in the Files/Directory Name including the date
when it was uploaded and the file size in KB.
8. You may opt to Delete, Rename, or View the File.
Deleting a File
From the List of Uploaded Files (refer back to Figure 29.1), click the Delete link
that corresponds to said File that you need to delete. A dialog box will confirm if
you really want to delete the file. See Figure 29.5.
You will be prompted that the record has been successfully deleted.
Viewing a File

From the List of Uploaded Files (Figure 29.1), click the View link that
corresponds to said file that you need to view. The file will come into view.
Click <Back> button to go back to the List of Uploaded Files.
Renaming a File
From the List of Uploaded Files (Figure 29.1), click the Rename link that
corresponds to said file that you need to rename. A dialog box will prompt you to
type in the text box the new file name.
Figure 29.6. Renaming a File
Type in the text box the new file name and then click <Rename> button otherwise
click <Cancel>.
Registering eFiles Using the eFiles Manager

After uploading the file using the iBOS/e File Manager, the next step is for the administrator to
register the file.
1. From the eFiles Main Page, from the Utilities, click the eFiles Manager. The Browse
eFiles Registry Page will appear; see Figure 29.7.

Figure 29.7. eFiles Registry
2. Click <New eFile> button to register a new eFile, see Figure 29.8.
Figure 29.8. Adding an eFile

3. Fill out the necessary information. Refer to Table 29.1.
Table 29.1. Adding a New eFile

Group Type in the text box a short description of the group with which
the eFile will belong. This is used for categorization purposes.
Description Type in the text box a short description or title for the eFile.
Caption Type in a short description of the title you inputted in the
Description field.
Path Click the dropdown list to choose the path of your eFile. Type in
the text box provided the file name of your eFile including the
extension name, for example: mainpage.htm, applicationform.doc
Sort ID Input alphanumeric code in the text box provided. This is used for
sorting purposes.
4. Click <Add> button. Click <Back> button to return to the Browse eFiles Registry
Page.
5. From the List eFiles Registry are the options to edit, delete, and copy the eFiles on
the list.
Editing an eFile
From the List eFiles Registry (Figure 29.7), edit a particular eFile by clicking the
Edit link that corresponds to said eFile that you need to edit. See Figure 29.9.
Figure 29.9. Editing an eFile

Make the necessary changes.
Click <Save> button. You will be prompted that the eFile has been successfully
updated.
Copying an eFile
From the List eFiles Registry (Figure 29.7), click the Copy link that corresponds to said eFile
that you need to copy. See Figure 29.10.
Figure 29.10. Copying an eFile
Click <Copy> button.
You will be prompted that the eFile has been successfully copied. Click iBOS/e
eFiles Link to return to the iBOS/e eFiles Main Page.

Deleting an eFile
From the List eFiles Registry (Figure 29.7), click the Delete link that corresponds
to the eFile that you need to delete. See Figure 29.11.
Figure 29.11. Deleting an eFile
You will be prompted that the record has been successfully deleted. Click
iBOS/e eFiles Link to return to the iBOS/e eFiles Main Page.
Defining Access Rights for iBOS/e eFiles by Users
iBOS/e eFiles User Manager allows administrators to grant users access on eFiles. Refer to
the steps outlined below. Administrators have the option to define the access rights by users
and by groups.
Steps
1. From the iBOS/e eFiles Main Page, under Utilities, click iBOS/e eFiles User
Manager link. The List of Shared eFiles will be displayed on your screen. Refer to
Figure 29.12.

Figure 29.12. List of Available eFiles
2. Click the Users Link that corresponds to the eFile that you want to have the access
Figure 29.13. List of Available Users

eFile. Click <Save> button otherwise choose Back (see Figure 29.14).
Figure 29.14. List of Available Users
Defining Access Rights for eFiles by Group
Steps
1. The List of Shared eFiles (Figure 26.12), click the Group Link that corresponds to the
eFiles that you want to have the access rights defined. Refer to Figure 29.15.

2. Tick the box that corresponds to the group(s) that you want to have an access with the
eFile. Click <Save> button otherwise choose <Back>.
Figure 29.16. Defining Group Users Access Rights

Using iBOS/e Briefcase and Personal eFiles Manager
Steps
1. From Personal eFiles Manager, create a directory. Fill up the New Directory Name
using the text box provided and then click Create button. See Figure 29.17.
Click the
dropdown list to
email the eFile
Figure 29.17. Personal eFiles Manager
2. From My iBOS/e Briefcase (Figure 29.18), click the link of the newly created
directory.
3. Click <Browse> button in Figure 29.17 to start importing and uploading files, images
and other electronic data. A Choose File Window will appear, refer to Figure 29.19

4. Select the file that you want to upload, click <Open> button. The file path will be
reflected in the text box.
5. Click <Upload> button.
6. The uploaded file(s) will be reflected under the Files/Directory Name including the
date when it was uploaded and the file size in KB.
7. You may opt to Delete, Rename, or email the File.
Deleting the eFile

Steps
1. From the List of Uploaded Files in My iBOS/e Briefcase (Figure 29.18), click the
Delete link that corresponds to the eFile that you need to delete. A dialog box will
confirm if you really want to delete the file. See Figure 29.20.
Figure 29.20. Confirm Dialog Box
2. Click <OK> button otherwise press <Cancel>.
3. You will be prompted that the record has been successfully deleted.
Renaming the eFile

Steps
Rename link that corresponds to the eFile that you need to rename. A dialog box will
prompt you to type in the text box the new file name (Figure 29.21).

Figure 29.21. Rename Dialog Box
2. Type in the text box the new file name and then click <Rename> button otherwise click
<Cancel>.
eMailing the eFile (1)
Steps
Email link that corresponds to the eFile that you need to email. The iBOS/e eMail
Composer Window will appear.
2. Type in the text box the information needed; i.e., the email address of the recipient(s),
the name of the file on the other hand, will automatically reflect on the subject box.
3. Type in the text box a short comment.
4. Click <Send> button; otherwise click <Cancel>.
eMailing the eFile (2)
Steps
1. From the Personal eFiles Manager Pane (Figure 29.17); click the eFile dropdown
list and select eFile that you want/need to email.
2. Click <eMail> button. The iBOS/e eMail Composer Window will appear.
3. Type in the text box the information needed; i.e., the email address of the recipient(s),
the name of the file on the other hand, will automatically reflect on the subject box.
4. Type in the text box provided a short comment.
5. Click <Send> button, otherwise click <Cancel>.

Creating a New eForm

Creating an InfoCard
Editing an InfoCard
Deleting an InfoCard
Creating Field Access
Form-Flow Process
Creating a new form flow process
Defining Access Rights for eForms by Users
Defining Access Rights for eForms by Group

iBOS/e eForms
Configuring eForms
OVERVIEW
eForms enables users to create unlimited number of electronic forms such as leave
application form, overtime permit, etc. with routing capability. Routing of eForm is being
done through email notification using the companys email facility e.g. MS
Exchange/MS Outlook or Lotus Notes. Data contained in approved forms serve as
input to BOS/e Applications like BOS/e Attendance Processor or BOS/e Payroll
Processor.
Creating a New eForm

1. After logging in to your respective workspace, click the eForms tab. The eForms Main
Page will appear; see Figure 30.1.
Figure 30.1. The eForms Main Page

4. From the eForms Main Page, under Utilities, click the eForms Manager link and the
Browse eForms Page will appear, see Figure 30.2.
Figure 30.2. Browse eForms Page
3. Click the <New eForm> button to create a new eForm. See Figure 30.3.

Figure 30.3. Fields in Creating a New eForm

Table 30.1. Fields in Creating a New eForm

Enter group code by typing the code on the text box provided or
by clicking the dropdown list . From the dropdown list choose
Group a group code, for example: eAccounting if the eForm is for
Accounting Department, this is being done for categorization
purposes.
Description Enter a brief description of the eForm on the textbox provided.
Click the dropdown list and choose the template that will
be used for this eForm, select eForm using 5 Indexed Fields
for non-routable eForms. Select eForm using 5 Indexed Fields
Form Template with Personnel ID for routable eForms.
Table 30.1. Fields in Creating a New eForm (Continuation)

Click the dropdown list and choose the Table that you need,
CINLEAVEAPPSI for example. This is the table being used for the
Leave Applicationhence this is appropriate for creating the Leave
Application eForm. Please make sure that the table you have chosen is
already registered in the Data Architect. Data Architect sets up and
Table determines the tables various fields, for example: Leave Type, Start
and End Date among others. It also determines the registry of tables.
These tables will be configured based on the requirements and needs
of the clients.
Filter Enter the conditions that you dont want to include in the eForm.
Click the dropdown list to choose a Primary Key. Primary Keys are
usually unique fields that are used to check the integrity of the data as
Primary Keys well as in ensuring that no duplication of records will occur. The result
of this is better/faster performance when searching.
Activate Master Click the radio button that corresponds to Yes or No. Choosing Yes will
View enable the user to preview the details of the eForm.
Pre-Process This serves as the title of the pre-process prompt.
Prompt Title
Pre-Process This is an extra message that prompts the user upon adding/editing an
Prompt eForm.
Pre-Process Click the dropdown list and choose a Pre-Process Prompt
Prompt Template Template. This is a special process upon adding/editing records and is
used as a customized prompt pre-formatted in
<iBOS/e_root>\eforms\pre_activities. This pertains to the path where
the iBOS/e program is stored.
Pre-Approval Title Refers to the title of the pre-approval template.
Validation done to enable the user to route the eForm. Click the
dropdown list and select activity, for example: leaveprompt.cfm. This
means that the update and route button of the form will be disabled if
Pre-Approval

Template the user no longer has an available leave left.

Process Pre- Tick the box to enable Process Pre-Approval up to Recipients Level.
approval up to
Recipient's Level
Special process of the eForm after all the recipients approved the
eForm. Click dropdown list to select template, for example: update
Post-approval LVbalance.cfm, this will automatically update VL Balance after the
Template approval of the routed Leave Application Form.
Default Order Default sorting; for example: by Document Number.
Ascending/Descen Viewing order, for example: you may choose descending to view the
ding latest document/record.
Copy to eForm This will enable the user to create a copy of the current records of an
eForm to another eForm. Usually done in the leave application process
in cases of leave recall wherein the users will be allowed to reroute the
previously filed eForm.
Table 30.1. Fields in Creating a New eForm (Continuation)

Field that Validates Click dropdown list and choose the field that validates
Late/Advance Application late/advance application.
Type of Validation Click the radio button that corresponds to the type of validation
that you need: Late or Advance.
Late Application Grace Type the late application grace period on the text box provided.
Period
This will enable the user to print a customized eForm according
to the format s/he selected. Said eForm has been pre-formatted
Pre-Printed Format in <iBOS/e_root>\eforms\pre_printformat. This pertains to the
path where the iBOS/e program is stored. Click the dropdown
list to select a template.
Enable Attachments Tick box to enable user to attach files to the eForm.
Enable e-mail approval This will enable the recipient to approve/disapprove the eForm
through email.
5. Click <Add> button to create this eForm, otherwise click <Back> button to discard.
6. A message will prompt you that the eForm has been added in the list.
7. From the Browse eForms Main Page (Figure 30.1), administrators can create
InfoCards and field access for a certain eForm.
Creating an InfoCard
You have the option to add InfoCards to your newly created eForm. InfoCards hold relevant
information about a particular employee or applicant registered in the iBOS/e.
1. From the Browse eForms Page (Figure 30.2), click InfoCards link that corresponds to
the newly created eForm. Refer to Figure 30.4.

Figure 30.4. InfoCard Main Page
2. Click the <New InfoCard> button. A figure similar to the one shown below will appear.
Figure 30.5. Fields in Creating a New

3. Fill out the fields of the form; refer to Table 30.2
Table 30.2. Fields of a New InfoCard Form

Description Provide a brief description of the InfoCard.
Table Click the dropdown list and choose the Table that
you need. Make sure that the table you have
chosen is already registered in the Data Architect.
Data Architect sets up and determines the tables
various fields, for example: birthday, educational
attainment, among others. It also determines the
registry of tables. These tables will be configured
based on the requirements and needs of the clients.
Primary Keys Click the dropdown list to choose a Primary Key.
Primary Keys are usually unique fields that are used
to check the integrity of the data as well as in
ensuring that no duplication of records will occur.
The result of this is better/faster performance when
searching.
IsDefault Type Y or N.
Ascending/Descending Viewing order, for example: you may choose
descending to view the latest document/record.
5. You will be prompted that the InfoCard was successfully added.

Editing an InfoCard
1. From the List of InfoCard of a certain eForm, click the Edit link that corresponds to
the InfoCard that you need to Edit, see Figure 30.6.
Figure 30.6. Editing an InfoCard
2. The Edit InfoCard screen will appear. Make the necessary changes and then click
<Save> button.
3. You will be prompted that the InfoCard has been successfully updated.
Deleting an InfoCard
1. From the List of InfoCard of a certain eForm, click the Delete link that corresponds
to the InfoCard that you need to delete.
2. A dialog box will confirm if you really want to delete the file. See Figure 30.7.

Figure 30.7. Deleting an InfoCard
3. Click <OK> button otherwise click <Cancel>.
4. You will be prompted that the InfoCard has been successfully deleted.

The role of field access is to grant users access rights per field level of a certain eForm.
1. From the Browse eForms Page, click the field access link for an existing eForm. The
Users with access rights per field level Page will appear.
2. Click the <New Access> button to add per field level access rights to users and
groups.
3. Fill out the fields with the appropriate data or value. See Table 30.3.

Table 30.3. Fields in New Access Form

Table Indicates the table for the eForm; this is a read only field.
Fields Select which fields are editable or non-editable to users
using the > and/or < button.
Assign to Assign these fields to users and groups by clicking the
Users/Groups button. A new window will open containing
the List of User ID/Group ID. Click the link of users or
groups you want to add then click the Select button to
include them on the list, otherwise click Remove button.
Editable Fields during Select which fields are editable during the routing process
Route using the > and < buttons.
Assign to Assign these editable fields during the routing process to
users and groups by clicking the Users/Groups button.
Tick the checkboxes that corresponds to users or groups
that you want to add.
4. Click the <Add> button to add, else click the <Back> button to discard.
5. A message will prompt you that the access rights have been added in the list.
Form-Flow Process
After creating a new eForm, the next main activity is to create a new form-flow process using
the Form-Flow Process. Form-Flow Process is used to define the routing sequence of an
eForm. Refer to the steps outlined below.
Creating a new form flow process

1. From the eForms Main Page, under the Utilities, click the Form-Flow Process link
and the Configure Form-Flow Process Page will appear, see Figure 30.10.

Figure 30.10. Configure Form-Flow Process Page
2. Click the <New Process> button to add a new form-flow process.
3. Fill out the fields with the appropriate data or value; refer to Table 30.4.
Table 30.4. Fields in Creating a New Form-Flow Process

Description Caption or title for this routing sequence.
Initialization Select a value from the dropdown list indicating the initial process.
Termination Select a value from the dropdown list indicating the end process.
Rules Tick the checkboxes and specify values (in the textbox provided) to
set the rules:
a. Follow up form via email every 'n' minute(s) of inactivity.
b. Route form to Officer-Next-In-Line/Alternate Approver after 'n'
minute(s) of inactivity.
Notify Originator Tick the checkbox to enable notification to be sent to the
originating person prompting him/her that his/her eForm has been
acted upon already.
4. Click the <Add> button to save the new form-flow process, otherwise click <Back>
button to discard.
5. A message will prompt to inform that the form-flow process has been successfully
added in the list. Once the new form-flow process has been added, the next step is to
add route activities.

6. From the Configure Form-Flow Process Page (Figure 30.10), click the Activities
link. Notice that a number appears indicating the number of route activities the form-
flow process has; otherwise none is configured. The Form-Flow Activities Page will
then appear, see Figure 30.11.
Figure 30.11. Form-Flow Activities
7. Click the <New Activity> button to add a route activity.

8. Fill out the fields with the appropriate data or value; see Table 30.5.
Table 30.5. Fields in New Activity Form

Order ID Select from the dropdown list the order ID in which the
activity will be sorted out.
Description Caption or title for this activity.
Pre-activity Condition Select the pre-activity condition from the dropdown list
(optional).
Post-activity Condition Select the pre-activity condition from the dropdown list
(optional).
Table 30.5. Fields in New Activity Form (Continuation)

Mapping Tick the radio button to specify the person whom the
eForm will route to.
Immediate Superior the eForm will route to
the originator's immediate superior as defined in
his/her superior code.
Originator the eForm will route back to the
originator.
Back to Sender the eForm will route back to
the sender.
Role the eForm will route back to the selected
user role; select from the dropdown list; these
roles were defined in the iBOS/e User Role
Manager.
Action Select the action from the dropdown list that will be
carried out by the recipient
Role Code Select from the dropdown list the role code that will
be used to extract recipients of similar code with that
of the originator.
9. Click <Add> button to add this new activity, otherwise click <Back> button to discard.
10. A message prompt will then appear to inform you that the route activity has been
added in the list.
eForms User Manager
Defining Access Rights for eForms by Users
In order for users to view a particular eForm, administrators must first define its access rights.
Users who do not have rights on a particular eForm will not be able to view it. The steps below
will guide you on the proper way of defining the user's access rights.

Steps
1. From the eForms Main Page, under Utilities, click eForms User Manager link. The
List of Available eForms will be displayed on your screen. Refer to Figure 30.12.
Figure 30.12. List of Available eForms
2. Click the Users Link that corresponds to the eForm that you want to have the access
rights defined. Note that the Edit and View checkboxes cannot be checked at the
same time. If this happens, the Edit function is prioritized. Refer to Figure 30.13.

eForm. Click <Save> button otherwise choose Back Figure 30.14.
Figure 30.14. Defining the Access Rights of Users

Defining Access Rights for eForms by Group
Steps
1. The List of Available eForms (Figure 30.12), click the Group Link that corresponds
to the eForms that you want to have the access rights defined. Note that the Edit and
View checkboxes cannot be checked at the same time. If this happens, the Edit
function is prioritized. Refer to Figure 30.15.
eForm. Click <Save> button otherwise choose <Back>.

Figure 30.16. Defining Access Rights for Group Users
NOTE: How to Create Access Rights for InfoCards
From the List of Available eForms, click the InfoCards link that corresponds to the InfoCard
of a certain eForm that you want to have the access rights defined. Notice that a number
appears indicating the number of InfoCards the eForm has, otherwise none is configured.
Repeat the steps used in giving user and group access rights for an eForm .

Configuring eViews
Defining Access Rights for eViews
How Activate Master View Works

iBOS/e eViews
Configuring eViews
OVERVIEW
This particular application enables you to browse data in a particular table. eViews is designed
for users to be able to view company related records from a file or a table, say, the Master
Table of Employees. eViews presents the table to publish contents of files of the company
like the 201 files of the top managers of the company. The users on the other hand, can add,
edit, delete records depending on the users access level provided to them by the
administrator (using the iBOS/e eViews User Manager). Refer to Table 31.1.
Table 31.1. Tables Used in Configuring eViews

eViews
ECRGBROWSERBAND Saves infolists (bands) used to view additional details in eViews
Stores viewing properties of created bands (i.e. default fonts and
ECRGBROWSERFLDPROP
alignments)
Enables and sets how many records from InfoCards to be
ECRGBROWSERREC2DISP
instantly displayed
ECRTUSERFILTER eViews user filter
ECRGUSERFILTERCONDITION Holds conditions created for the User Filter
ECRGUSERFILTERGROUP Holds information about the tables used in the Group Filter
ECRTUSERFILTER Table for User Filter Users/Groups
Steps Used in Uploading eViews
1. After logging in to My iBOS/e, from the eBoard Main Page, click the eViews tab.
Refer to the figure below.

Figure 31.1. The iBOS/e eViews Main Page
2. On the eViews Main Page, under Utilities, click the eViews Manager link. A new
page will be displayed on your screen, refer to Figure 31.2.
Figure 31.2. The eViews Manager Main PageeViews Listing

3. Click <New eViews> tab to add a new eView. A figure similar to the one shown below
will appear.
Figure 31.3. Form for Creating an eView
4. Fill out the fields using Table 31.2 as reference.
Table 31.2. Fields in the eViews Form

Enter group code by typing the code on the text box provided or
by clicking the dropdown list . From the dropdown list choose
Group a group code, for example: eAccounting if the eView is for
Accounting Department, this is being done for categorization
purposes.
Description Enter a brief description of the eView on the textbox provided.
Click the dropdown list and choose Browsing Employee
Records if you want the user to view all the records of the
eView that you want create. Otherwise, select Standard eView
Form Template if you want to filter the records of the eView. The filter is that tool
which helps you limit the records that can be viewed by the
user.
Click the dropdown list and choose the Table that you need,
CMFAP for example. This is the table being used for the Active

Applicantshence this is appropriate for the Job Application

eView. Please make sure that the table you have chosen is
Table already registered in the Data Architect. Data Architect sets up
and determines the tables various fields, for example: the
applicants First Name, Last Name, the Applicant Number,
among others. It also determines the registry of tables. These
tables will be configured based on the requirements and needs
of the clients.
Filter Enter the conditions that you dont want to include in the eView.
Customizes record listing, for example in Active Employee
Master File: EmploymentStatus <> Partner This will add a
condition that it will not show employees with an employment
status of Partner.
Click the dropdown list to choose a Primary Key. Primary
Keys are usually unique fields that are used to check the
Primary Keys integrity of the data as well as in ensuring that no duplication of
records will occur. The result of this is better/faster performance
when searching.
Activate Master View Click the radio button that corresponds to Yes or No. Choosing
Yes will enable the user to preview the details of the form of the
eView. Refer to Note: How Activate Master View Works.
Pre-Process Prompt Title
This serves as the title of the pre-process prompt.
Pre-Process Prompt This is an extra message that prompts the user upon
adding/editing an eForm.
Pre-Process Prompt Click the dropdown list and choose a Pre-Process Prompt
Template Template. This is a special process upon adding/editing records
and is used as a customized prompt pre-formatted in
<iBOS/e_root>\eforms\pre_activities. This pertains to the path
where the iBOS/e program is stored.
Pre-Approval Title Refers to the title of the pre-approval template.
Table 31.2. Fields in the eViews Form (Continuation)
Validation done to enable the user to route the eForm. Click the
dropdown list and select activity, for example:
leaveprompt.cfm. This means that the update and route button
Pre-Approval Template of the form will be disabled if the user no longer has an available
leave left.
Process Pre-approval up Tick the box to enable Process Pre-Approval up to Recipients
to Recipient's Level Level.
Special process of the eForm after all the recipients approved
the eForm. Click dropdown list to select template, for
Post-approval Template example: update LVbalance.cfm, this will automatically update
VL Balance after the approval of the routed Leave Application
Form.
Ascending/Descending Viewing order, for example: you may choose descending to
view the latest document/record.
Copy to eForm This will enable the user to create a copy of the current records

of an eForm to another eForm. Usually done in the leave

application process on cases of leave recall wherein the users
will be allowed to reroute the previously filed eForm.
Field that Validates Click dropdown list and choose the field that validates
Late/Advance Application late/advance application.
Type of Validation Click the radio button that corresponds to the type of validation
that you need: Late or Advance.
Late Application Grace
Period Type the late application grace period on the text box provided.
This will enable the user to print a customized eForm according
to the format s/he selected. Said eForm has been pre-formatted
Pre-Printed Format in <iBOS/e_root>\eforms\pre_printformat. This pertains to the
path where the iBOS/e program is stored. Click the dropdown
list to select a template.
Enable Attachments Tick box to enable user to attach files to the eForm.
Enable e-mail approval This will enable the recipient to approve/disapprove the eForm
through email.
5. Click <Save> button. You will be prompted that the form has been successfully added.
6. The Browse eViews page will be displayed on your screen. The new eView you
created is now included in the list.
7. You have the option to add InfoCards to the newly created eView. InfoCards hold
relevant information about a particular employee or applicant registered in the iBOS/e.
From step 6, click InfoCards link that corresponds to the newly created eView. Refer to
Figure 31.4.

Figure 31.4. Creating a New InfoCard
8. Click <New InfoCard> button. A figure similar to the one shown below will appear.

Figure 31.5. New InfoCard Form

9. Fill out the fields of the form; refer to Table 31.3.
Table 31.3 Fields of a New InfoCard Form

Description Provide a brief description of the InfoCard.
Table Click the dropdown list and choose the Table that
you need. Make sure that the table you have
chosen is already registered in the Data Architect.
Data Architect sets up and determines the tables
various fields, for example: birthday, educational
attainment, among others. It also determines the
registry of tables. These tables will be configured
based on the requirements and needs of the clients.
Primary Keys Click the dropdown list to choose a Primary Key.
Primary Keys are usually unique fields that are used
to check the integrity of the data as well as in
ensuring that no duplication of records will occur.
The result of this is better/faster performance when
searching.
IsDefault Type Y or N.
Ascending/Descending Viewing order, for example: you may choose
descending to view the latest document/record.
11. Finally, you will have to define the level of access selected users can have on your
newly created eView. Refer to the procedure outlined below on defining access rights
for eViews.

Steps Used in Defining Access Rights for eViews
In order for you to view a particular eView, you must first define its access rights. Users who
do not have rights on this eView will not be able to view it. As the Administrator, you can grant
any or a combination of the following: Add, Edit and View, Delete, Email, and Print access
to selected Users or Groups. The steps below will guide you on the proper way of defining
the user's access rights.
1. From the eViews Main Page, under Utilities, click eViews User Manager link. The
List of Available eViews will be displayed on your screen. Refer to Figure 31.6.
Figure 31.6. List of Available eViews
2. Click the Users Link that corresponds to the eView that you want to have the access
rights defined. Note that the Edit and View checkboxes cannot be checked at the
same time. If this happens, the Edit function is prioritized. Refer to Figure 31.7.

eView. Click <Save> button otherwise choose <Back>.
Figure 31.8. Defining Access Rights for Users
Defining Access Rights for eViews by Group

Steps
1. The List of Shared eViews (Figure 31.6), click the Group Link that corresponds to the
eViews that you want to have the access rights defined. Note that the Edit and View

checkboxes cannot be checked at the same time. If this happens, the Edit function is
prioritized. Refer to Figure 31.9.

eView. Click <Save> button otherwise choose <Back>.

NOTE: How to Create Access Rights for InfoCards
From the List of Available eViews, click the InfoCards link that corresponds to the
InfoCard of a certain eViews that you want to have the access rights defined. Notice that a
number appears indicating the number of InfoCards the eViews has, otherwise none is
configured. Repeat the steps used in giving user and group access rights for an eView.
TIP: To browse the Users/Groups of eViews List you may click to view the last
page of the file. Click to go back to the previous page of the file. Click to go
back to the first page of the file. Click to go to the next page of the file. Or you can
Filter the list by UserID, FirstName, or LastName.
3. To go back to the eViews Main Page, click the Back icon or eViewss Main Page
hyperlink.

The role of field access is to grant users access rights per field level of a certain eView.
1. From the List of Available eViews (Figure 31.6), click the field access link for an
existing eViews. The Users with access rights per field level Page will appear.
2. Click the <New Access> button to add per fields level access rights to users and
groups.
3. Fill out the fields with the appropriate data or value. See Table 31.4.
Table 31.4. Fields in New Access Form

Table Indicates the table for the eView; this is a read only field.
Fields Select which fields are editable or non-editable to users
using the > and/or < button.
Assign to Assign these fields to users and groups by clicking the
Users/Groups button. A new window will open containing
the List of User ID/Group ID. Click the link of users or
groups you want to add then click the Select button to
include them on the list, otherwise click Remove button.
Editable Fields during Select which fields are editable during the routing process
Route using the > and < buttons.
Assign to Assign these editable fields during the routing process to
users and groups by clicking the Users/Groups button.
Tick the checkboxes that corresponds to users or groups
that you want to add.

4. Click the <Add> button to add, else click the <Back> button to discard.
5. A message will prompt you that the access rights have been added in the list.
eViews User Filter
Steps in Creating User Filters

1. From the List of Available eViews Page, refer back to Figure 31.6. Click the User
Filter link of a particular eViews; see Figure 31.13.
Figure 31.13. User Filter Main Page
2. Click the <New User Filter> button to create a new user filter for that eView. The User
Filter Form will appear, see Figure 31.14.

Figure 31.14. User Filter Form
Table 31.5. New User Filter Form

Condition
Table Name Displays the current table's name; read-only field.

Fields Select from the dropdown list the field you will use for the
condition.
Source Value Select from the dropdown list the operator you will use to
compare and fill out the textbox with the accompanying data.
Joining Operator Select whether the 'AND' or the 'OR' operator will be used in
joining the conditions.
Buttons
Add Click this button to add the current condition/criteria.
Delete Click this button to delete the current condition/criteria.
Group Expression Click this button to group conditions.
Condition
Remove Grouping Click this button to remove the grouping.
Click this button to move a condition up one level. A prompt
Move Up window will appear, input the number of rows the condition will be
moved. Click <OK> button to continue, otherwise click the
<Cancel> button to discard.
Move Down Click this button to move a condition down one level. A prompt
window will appear, input the number of rows the condition will be
moved. Click <OK> button to continue, otherwise click the
<Cancel> button to discard.
4. Click the <Save> button to create a new user filter, otherwise click the <Back> button
to discard.
5. A message prompt will then appear to inform that the user filter has been added in the
list.
How Activate Master View Works: (If you choose Yes)
1. After saving the eView, set the access right on this particular eView using the eViews
User Manager (Refer to the Defining Access Rights section of this manual for the
step-by-step procedure).
2. From the eView Main Page (refer to Figure 31.1 above), click the link of your newly
created eView. This will enable you to view related details of a particular record on
that eView.

Creating eQueries
Viewing an eQuery
Editing an eQuery
Copying an eQuery
Deleting an eQuery
Defining the Access Rights for Available eQueries
Data Transfer

iBOS/e eQueries
Creating eQueries
OVERVIEW
The iBOS/e eQueries Module allows to generate reports using query statements that will
extract data from the database. After logging in, go to the eQueries Main Page, by clicking
the eQueries tab.
Figure 32.1. iBOS/e eQueries Main Page
iBOS/e eQueries Module has the following Utilities Applications:

iBOS/e eQueries Managerallows you to add eQueries that will be used to generate
report(s).
eQueries User Managerenables administrators to configure the access rights to
certain users or groups to available eQueries.
xTools Data Pumpfunctions as the applications that is used to transfer data from
one database to another.

Steps in Creating eQueries

1. From the iBOS/e eQueries Main Page, click the iBOS/e eQueries Manager link. A
new page listing all accessible eQueries will be displayed on your screen, see Figure
32.2.
Figure 32.2. List of Accessible Reports
2. From the List of Accessible Reports, click the <Add> button to add another query.

Figure 32.3. New eQuery Form
3. Fill out the information needed, refer to Table 32.1.
Table 32.1. New eQuery Form

Description Brief description or title of the eQuery.
SQL Statement Place here the SQL Statement.
Shared Tick the box to share this eQuery to users.
Pre-Process Template Pre-Process Templates purpose is to validate the
SQL Statement. Click the dropdown list and
select processeither application.cfm or
renumeration.cfm. Pre-Process template is
customized depending on the needs/requirements
of the clients.
4. Click <Save> button to register the new query else click <Back> to cancel and return
to eQueries Main Page.
5. From the List of Accessible Reports are the options to view, edit, delete, and copy
the queries on the list.
Viewing an eQuery
From the List of Accessible Reports (Figure 32.2), click the View link that
corresponds to the eQuery that you need to view. See Figure 32.4.

Figure 32.4. Viewing an eQuery
Click <Back> button to return to the List of Accessible Reports.
Editing an eQuery
From the List of Accessible Reports (Figure 32.2), click the Edit link that
corresponds to the eQuery that you need to edit. See Figure 32.5.
Figure 32.5. Editing an eQuery

Make the necessary changes.
Click <Save> button. You will be prompted that the eQuery has been
Copying an eQuery
From the List of Accessible Reports (Figure 32.2), click the Copy link that
corresponds to the eQuery that you need to copy. See Figure 32.6.
Figure 32.6. Copying an eQuery
Click <Copy> button.
You will be prompted that the eQuery has been successfully copied. Click
iBOS/e eQueries Link to return to the iBOS/e eQueries Main Page.
Deleting an eQuery
From the List of Accessible Reports (Figure 32.2), Delete a particular eQuery
by clicking the Delete link that corresponds to the eQuery that you need to
delete. See Figure 32.7.

Figure 32.7. Deleting an eQuery
You will be prompted that the record has been successfully deleted. Click
iBOS/e eQueries Link to return to the iBOS/e eQueries Main Page.
NOTE: Shared records to users cannot be deleted. You have to uncheck the
Shared box before you can delete a record.
6. Finally, to secure your eQuery, define the access you will grant to Users or Groups,
that is if it can be shared or not
Defining Access Rights for eQueries by Users

Steps
1. From the eQueries Main Page, under Utilities, click eQueries User Manager link. The
List of Shared Queries will be displayed on your screen. Refer to Figure 32.8.

Figure 32.8. List of Shared Queries
2. Click the Users Link that corresponds to the Query that you want to have the access

Query. Click <Save> button otherwise choose <Back>.
Defining Access Rights for eQueries by Group

Steps
1. The List of Shared Queries (Figure 32.8), click the Group Link that corresponds
to the Query that you want to have the access rights defined. Refer to Figure
32.11.

2. Tick the box that corresponds to the group(s) that you want to have an access with
the Query. Click <Save> button otherwise choose <Back>.

iBOS/e eQueries
Data Transfer
Data transfer is being done to update the old tables in eQueries from the original tables, for
example: company and global tables.
xTools Data Pump is the tool that is used to transfer data from one database to another.
Steps
1. From the iBOS/e eQueries Main Page, under Utilities, click the xTools Data Pump
link, see Figure 33.1.
Figure 33.1. xTools Data Pump Main Page
2. Click the link of the table that you want the data transferred to the Query database
(QBOSE).

TIP: To browse the List of tables, you may click to view the last page of the file.
Click to go back to the previous page of the file. Click to go back to the first
page of the file. Click to go to the next page of the file. Or you can Filter the list by
Description, Tablename, and Database.
3. A confirmation box will prompt you if you want to proceed with the data transfer, see
Figure 33.2. NOTE: The confirmation box will appear if it is the first time that you are
going to transfer data from the selected table otherwise data transfer will start
automatically.
4. Click <OK> button to proceed otherwise click <Cancel>.
5. You will be prompted that the data transfer was successful.
NOTE: Both tables from each database must be the same as to have the data transfer a
success.

Creating eGraphs Using the eGraphs Manager

Viewing an eGraph
Editing an eGraph
Copying an eGraph
Deleting an eGraph
Steps Used in Defining Access Rights for eGraphs

iBOS/e eGraphs
Creating eGraphs
OVERVIEW
iBOS/e eGraphs provides users with clickable graphs with real time data. Configure these
graphs by using the iBOS/e eGraphs Manager.
Creating eGraphs Using the eGraphs Manager
Steps
1. After logging in to your workspace, click the eGraphs tab. The eGraphs Main Page
will appear; see Figure 34.1.
Figure 34.1. eGraphs Main Page
2. From the iBOS/e eGraphs Main Page, under Utilities, click the eGraphs Manager
link. The eGraphs Manager Main Page will appear; see Figure 34.2. From the
eGraphs Manager Main Page; users can now create new eGraphs or edit existing
ones.

Figure 34.2. List of Accessible Graphs
3. Click the <New Graph> button to create a new eGraph, see Figure 34.3.
Figure 34.3. New eGraphs Form

4. Fill out the fields with the appropriate data or values.
Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph
Field Actions/Description
Description Type in the textbox provided the title/caption of the eGraph.
Select which tables will be used. Under the Table fieldset,
browse then click a particular table name in the list, then click
Table the Select button. To remove a table, browse then click a
particular name in the list, then click the Remove button.
Read-Only. Fields associated with the active tables. Select which

fields from the selected table will be used. Under the Field fieldset,
first select the field from the dropdown list, browse and click a
particular name in the list, and then click the Select button. To
Fields
remove a field, browse then click a particular name in the list, then
click the Remove button. Also, users can select a function in the
Aggregate dropdown list on the right side or select an Operator
value in the dropdown list and specify the target value.
Conditionspecify the conditions to be satisfied here. Under the Condition fieldset, users can
join two or more tables depending on the previously selected tables.
Source Table Click the dropdown list to select Source Table.
Source Field Click the dropdown list to select Source Field.
Joining Table Click the dropdown list to select the Joining Table.
Joining Field Click the dropdown list to select the Joining Field.
Source Value Click the dropdown list to choose source value.
= Equal to
<> Less than or Greater than
> Greater than
< Less than
>= Greater than or Equal to
<= Less than or Equal to
like Like
Join Select <AND>/<OR> the joining operator you need.
Statement 1 AND Statement 2 should be both TRUE to be able to
AND
extract records
Either Statement 1 or Statement 2 can be TRUE to be able to
extract records. If Statement 1 is TRUE but Statement 2 is FALSE,
OR
an item can still be extracted. If Statement 2 is TRUE but Statement
1 is FALSE, an item can still be extracted.
Add
Click to include the constructed statement <n>
Delete Highlight and select the item to be deleted. Click to

remove statement <n> from the list.
Group Expression Click to group the selected statements.

Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph (Continuation)
Remove Grouping Click to remove the grouping of selected

statements.
Highlight and select statement <n> that you want to move towards
Move UP
the top of the selection. Click continuously until you
reached the desired position of statement <n>.
Move DOWN the top of the selection. Click continuously until
you reached the desired position of statement <n>.
Save Click to save all defined conditions. This will now be

included in the Shared eGraphs list.
Back Click to return to the previously browsed page.
Select Click to select the Table that will be used in setting up the
conditions.
Remove Click to remove the Table you previously selected.
Click the dropdown list and select which field will be used to group
Group By
the result of the query.
Chart Properties
Basic
Click the dropdown list and select the chart type to be used
Chart Type
whether Vertical, Horizontal, Pie, or Line.
Click the dropdown list and select the field that will be displayed in
Value Column
the graph.
Item Column Click the dropdown list and select the field that you need, this is an
(Optional) optional field.
Value Display-configure the display properties of the value representation of the item.
Click the dropdown list and select Yes if you want to show the
Show Value Label
value representation of the Value Column field.
Value Label Font Click the dropdown list and select the font type that will be used.
Value Label Size Click the dropdown list and select the font size that will be used.
Click the dropdown list and select the location of the valueeither
Value Location
Over Bar (Bar)/Outside Pie or On Bar (Bar)/Inside (Pie).
Item Label-configure display properties of the item which is the Value Column.
Show Item Label Click the dropdown list and select Yes or No.
Item Label Font Click the dropdown list and select the font type that will be used.
Item Label Size Click the dropdown list and select the font size that will be used.
Item Label Click the dropdown list and select the orientation of the item label
Orientation either Vertical or Horizontal.

Table 34.1. Fields Used in Setting Conditions for Adding a New eGraph (Continuation)
Title-configure the display properties of the title/caption of the graph.
Chart Title Type in the text provided the title of the graph.
Title Font Click the dropdown list and select the font type that will be used.
Click the dropdown list and select left or right depending on where
Show Legend
you want to display the legend of the graph.
Click the dropdown list and select the font type that will be used for
Legend Font
the legend.
Appearance-configure the display properties of the graph per se.
Click the dropdown list and select the file formatfor example:
File Format
flash, gif, or jpeg.
Type in the text provided the spacing in between bars of a bar
Bar Spacing
graph.
Graph Height Type in the text provided the height of the graph.
Graph Width Type in the text provided the width of the graph.
Background Color Select a color from the color picker and then click Pick button.
Select the border color of the graph from the color picker and then
Border Color
click Pick button.
Border Width Type in the text provided the border width of the graph.
Depth Type in the text provided the depth value of the graph.
Type in the text provided to show the thickness of the grid lines of
Grid Lines
the graph.
Select a color from the color picker and then click Pick button
Line Color
(applicable only for Line Graphs).
Type in the text provided the line width of the graph (applicable only
Line Width
for Line Graphs).
Fill Select the dropdown list and choose either Yes or No.
Color List Select a color from the color picker and then click <Pick> button.
Share Tick the checkbox provided to share this eGraph.
5. Click the <Save> button to create the new eGraph; otherwise click the <Back> button
to discard the settings. The administrator will then be redirected to eGraphs Main
Page and will also be prompted that the new eGraph has been successfully added.
6. Define the access rights for the newly created eGraph using the eGraphs User
Manager (refer to the next section entitled Steps Used in Defining Access Rights for
eGraphs).
7. From the eGraphs Main Page, under My Graphs, view the newly created eGraph by
click its link.

Viewing an eGraph
1. From the Accessible Graphs Page (Figure 34.2), view a particular eGraph by clicking
its View link. The Viewing Report Page will appear, see Figure 34.4.
Figure 34.4. Viewing an eGraph
2. Click the <Back> button to go back to the List of Accessible Graphs.

Editing an eGraph
1. From the Accessible Graphs Page (Figure 34.2), edit a particular eGraph by clicking
its Edit link. The Editing Report Page will appear, see Figure 34.5.
Figure 34.5. Editing Report Page
3. Input the necessary changes and then click <Save> button, otherwise click
<Back> button. After saving, the administrator will be redirected to the List of
Accessible Graphs and will be prompted that the eGraph has been

Copying an eGraph
1. From the Accessible Graphs Page (Figure 34.2), copy a particular eGraph by clicking
its copy link. The Copying Graph Page will appear, see Figure 34.6.
Figure 34.6. Copying Report Page
2. Click the <Save> button to copy the eGraph. The administrator will be redirected to
the List of Accessible Graphs and will be prompted that the eGraph has been
successfully copied.

Deleting an eGraph
1. From the Accessible Graphs Page (Figure 34.2), delete a particular eGraph by
clicking its delete link. A prompt message will appear to confirm if you want to delete
the Graph.
2. Press <OK> button to delete the eGraph otherwise click <Cancel>.
3. You will be prompted that the eGraph has been successfully deleted and will be
redirected to the List of Accessible Graphs.
Steps Used in Defining Access Rights for eGraphs
By Users
In order for you to view a particular eGraph, you must first define its access rights. Users who
do not have rights on this eGraph will not be able to view it. The steps below will guide you on
the proper way of defining the user's access rights.
1. From the eGraphs Main Page, under Utilities, click eGraphs User Manager link. The
List of Shared eGraphs will be displayed on your screen. Refer to Figure 34.8.

Figure 34.8. List of Shared eGraphs
2. Click the Users Link that corresponds to the eGraph that you want to have the access

3. Tick the box that corresponds to the user(s) that you need to share this eGraph with.
Click <Save> button otherwise choose <Back>, see Figure 34.10.
Defining Access Rights for eGraphs by Group

Steps
1. The List of Shared eGraphs (Figure 34.8); click the Group Link that corresponds to
the eGraphs that you want to have the access rights defined. Refer to Figure 34.11.

2. Tick the box that corresponds to the group(s) that you need to share this eGraph with.
Click <Save> button otherwise choose <Back>.

Creating a New Report using the eReports

Manager
Viewing an eReport
Editing an eReport
Deleting an eReport
Copying an eReport
Steps Used in Defining Access Rights for
eReports
Defining Access Rights for eReports by Group

iBOS/e eReports
Creating eReports
iBOS/e Reports provides functions for generating ad-hoc reports using real time data. Create
eReports using the eReports Manager; refer to the steps outlined below.
Creating a New Report using the iBOS/e eReports Manager

1. After logging in to your respective workspace, click the <eReports> tab. The
eReports Main Page will appear; see Figure 35.1.
Figure 35.1. eReports Main Page
2. From the eReports Main Page, click the eReports Manager link and the List of
Accessible eReports will appear, see Figure 35.2.

Figure 35.2. List of Accessible eReports
3. Click the <New Report> button; see Figure 35.3.

Figure 35.3. New eReport

Table 35.1. Fields Used in Setting Conditions for Adding a New eReport
Description Type in the textbox provided the title/caption of the eReport.
Select which tables will be used. Under the Table fieldset,
browse then click a particular table name in the list, then click
Table the Select button. To remove a table, browse then click a
particular name in the list, then click the Remove button.
Read-Only. Fields associated with the active tables. Select which

fields from the selected table will be used. Under the Field fieldset,
first select the field from the dropdown list, browse and click a
particular name in the list, and then click the Select button. To
Fields
remove a field, browse then click a particular name in the list, then
click the Remove button. Also, users can select a function in the
Aggregate dropdown list on the right side or select an Operator
value in the dropdown list and specify the target value.
Conditionspecify the conditions to be satisfied here. Under the Condition fieldset, users can
join two or more tables depending on the previously selected tables.
Source Table Click the dropdown list to select Source Table.

Source Field Click the dropdown list to select Source Field.
Joining Table Click the dropdown list to select the Joining Table.
Joining Field Click the dropdown list to select the Joining Field.
Source Value Click the dropdown list to choose source value.
= Equal to
<> Less than or Greater than
> Greater than
< Less than
>= Greater than or Equal to
<= Less than or Equal to
like Like
Join Select <AND>/<OR> the joining operator you need.
Statement 1 AND Statement 2 should be both TRUE to be able to
AND
extract records
Either Statement 1 or Statement 2 can be TRUE to be able to
extract records. If Statement 1 is TRUE but Statement 2 is FALSE,
OR
an item can still be extracted. If Statement 2 is TRUE but Statement
1 is FALSE, an item can still be extracted.
Add
Click to include the constructed statement <n>
Delete Highlight and select the item to be deleted. Click to

remove statement <n> from the list.
Group Expression Click to group the selected statements.
Remove Grouping Click to remove the grouping of selected

statements.

Table 35.1. Fields Used in Setting Conditions for Adding a New eReport (Contination)
Move UP
the top of the selection. Click continuously until you
reached the desired position of statement <n>.
Move DOWN the top of the selection. Click continuously until
you reached the desired position of statement <n>.
Save Click to save all defined conditions. This will now be

included in the Shared eReports list.
Back Click to return to the previously browsed page.
Select Click to select the Table that will be used in setting up the
conditions.
Remove Click to remove the Table you previously selected.
Select the statements that will be grouped and then click Move Up
Group By and Move Down buttons to arrange/sort which statement will be
executed first.
Report GroupingsGroup the Fields selected according to the fields entries. For example:
grouping of people by department code.
Header refers to the group header of the report.
Click the dropdown list to select from the Available Fields Listing
the fields needed for the Header of this report. Click Add button to
Available Fields add a field, click Delete button to remove the selected field. Repeat
the process and then click Move Up and Move Down buttons to
arrange/sort which field will be executed first.
Footer refers to the group footer of the report.
Available Field(s)
the fields needed for the Footer of this report.
Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that field, use Sum to sum up the
Function
numerical entries of that field, use Average to calculate the average
of the entries for that field.
Type in the text box provided the caption of the footer. Repeat the
Caption process to add a new caption and then click Move Up and Move
Down buttons to arrange/sort which footer will be shown first.
Page Footerrefers to the footer per page. Summarized listing of the report per page.
the fields needed for the Page Footer of this report. Click Add
Available Field(s) button to add a field, click Delete button to remove the selected field.
Repeat the process and then click Move Up and Move Down
buttons to arrange/sort which field will be executed first.
Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that Page Footer, use Sum to sum
Function
up the numerical entries of that Page Footer, use Average to
calculate the average of the entries for Page Footer.

Table 35.1. Fields Used in Setting Conditions for Adding a New eReport (Contination)
Type in the text box provided the caption of the Page Footer.
Repeat the process to add a new caption and then click Move Up
Caption
and Move Down buttons to arrange/sort which footer will be shown
first.
Grand Footerrefers to overall footer. Summarized listing of the entire report.
the fields needed for the Grand Footer of this report. Click Add
Available Field(s) button to add a field, click Delete button to remove the selected field.
Repeat the process and then click Move Up and Move Down
buttons to arrange/sort which field will be executed first.
Function Click the dropdown list to select the applicable functionuse Count
to count the number of entries for that Grand Footer, use Sum to
sum up the numerical entries of that Grand Footer, use Average to
calculate the average of the entries for the Grand Footer.
Type in the text box provided the caption of the Grand Footer.
Repeat the process to add a new caption and then click Move Up
Caption
and Move Down buttons to arrange/sort which footer will be shown
first.
Type in the textbox provided the number of rows that will be
Rows per Page
displayed per page.
Header On-Top Tick the box to enable the header per field group.
Share Check the box to share this eReport.
Click the dropdown list to select the pre-process needed prior to the
Pre-process
execution of this report.
5. Click the <Save> button to create the new eReports; otherwise click the Back button
to discard the settings. The Administrator will then be redirected to eReports Main
Page and will also be prompted that the new eReport has been successfully added.
6. Define the access rights for the newly created eReport using the eReports User
Manager (refer to the next section entitled Steps Used in Defining Access Rights for
eReports).
7. From the eReports Main Page, under My Reports, view the newly created eReport
by click its link.
Viewing an eReport
1. From the Accessible Reports Page (Figure 35.2), view a particular eReport by
clicking its View link. The Viewing Report Page will appear, see Figure 35.4.

Figure 35.4. Viewing an eReport
2. Click <Back> button to go back to the List of Accessible Reports.
Editing an eReport
1. From the Accessible Reports Page (Figure 35.2), edit a particular eReport by clicking
its Edit link. The Editing Report Page will appear, see Figure 35.5.

Figure 35.5. Editing an eReport

2. Input the necessary changes and then click <Save> button, otherwise click <Back>
button. After saving, the administrator will be redirected to the List of Accessible
Reports and will be prompted that the eReport has been successfully updated.
Deleting an eReport
1. From the Accessible Reports Page (Figure 35.2), delete a particular eReport by
the report.
Figure 35.6. Dialog Box
2. Press <OK> button to delete the eReport otherwise click <Cancel>.
3. You will be prompted that the eReport has been successfully deleted and will be
redirected to the List of Accessible Reports.
Copying an eReport
1. From the Accessible Reports Page (Figure 35.2), copy a particular eReport by
clicking its copy link. The Copying Report Page will appear, see Figure 35.7.


Figure 35.7. Copying Report Page
2. Click the <Save> button to copy the eReport. The administrator will be redirected to
the List of Accessible Reports and will be prompted that the eReport has been
successfully copied.
Steps Used in Defining Access Rights for eReports
By Users
In order for you to view a particular eReport, you must first define its access rights. Users who
do not have rights on this eReport will not be able to view it. The steps below will guide you on
the proper way of defining the user's access rights.
1. From the eReports Main Page, under Utilities, click eReports User Manager link.
The List of Shared eReports will be displayed on your screen. Refer to Figure 35.8.

Figure 35.8. List of Shared Reports
2. Click the Users Link that corresponds to the eReport that you want to have the access

3. Tick the box that corresponds to the user(s) that you need to share this eReport with.
Click <Save> button otherwise choose <Back> (Figure 35.10).
Defining Access Rights for eReports by Group
Steps
1. The List of Shared eReports (Figure 35.8); click the Group Link that corresponds to
the eReports that you want to have the access rights defined. Refer to Figure 35.11.

2. Tick the box that corresponds to the group(s) that you need to share this eReport with.

OVERVIEW
Creating a New eRoom eRooms Manager
Steps Used in Defining Access Rights for eRooms by Users
Defining Access Rights for eRooms by Group

iBOS/e eRooms
Creating eRooms
OVERVIEW
iBOS/e eRooms serves as the companys virtual room. It provides facility for online, real-
time discussions or live chat wherein presentations and trainings can be made with the aid
of a whiteboard or even by PowerPoint. Create an eRoom using the iBOS/e eRooms
Manager.
Creating a New eRoom using iBOS/e eRooms Manager

1. After logging in to your respective workspace, click the <eRooms> tab. The eRooms
Main Page will appear; see Figure 36.1.
Figure 36.1. iBOS/e eRooms Main Page
2. From the iBOS/e eRooms Main Page, click the eRooms Manager link. The Browse
eRooms Page will appear; see Figure 36.2.

Figure 36.2. Browse eRooms Page
3. Click the <New Room> button (Figure 36.3).
Figure 36.3. New eRoom Form

Table 36.1. Fields in New Room Form

Room ID ID of the eRoom; by default, used for sorting purposes
Group Input the group or category to which the eRoom will belong
Description Caption or title of the eRoom
5. Click the <Add> button to create the new eRoom, otherwise click the <Back> button
to discard settings.
6. A message prompt will then appear to inform that the new eRoom has been
successfully added in the list.
Steps Used in Defining Access Rights for eRooms
By Users
In order for users to view a particular eRoom, administrators must first define its access rights.
Users who do not have rights on a particular eRoom will not be able to view it. The steps
below will guide you on the proper way of defining the user's access rights.
1. From the eRooms Main Page, under Utilities, click eRooms User Manager link. The
List of Available eRooms will be displayed on your screen. Refer to Figure 36.4.
Figure 36.4. The List of Available eRooms

2. Click the Users Link that corresponds to the eRoom that you want to have the access
rights defined. The list of users for that eRoom will appear; refer to Figure 36.5.
Figure 36.5. The List of Users
3. Tick the box that corresponds to the user(s) that you need to share this eRoom with.
Figure 36.6. Defining the Access Rights for Users

4. You will be prompted that the changes were successfully saved. Click <Back> button
to return to the List of Available eRooms, or click the iBOS/e eRooms Link to return
to the iBOS/e eRooms Main Page.
Defining Access Rights for eRooms by Group

Steps
1. From the List of Available eRooms (refer back to Figure 36.4); click the Group Link
that corresponds to the eRoom that you want to have the access rights defined. The
List of Group Users for that eRoom will appear, refer to Figure 36.7.
Figure 36.7. The List of Group Users
2. Tick the box that corresponds to the group(s) that you need to share this eRoom with.
Click <Save> button otherwise choose <Back>.

Figure 36.8. Defining the Access Rights for Group Users
to return to the List of Available eRooms, or click the iBOS/e eRooms Link to return
to the iBOS/e eRooms Main Page.

Creating a new eReminder Using the eReminders Manager

Editing an eReminder
Deleting an eReminder
Copying an eReminder
Steps Used in Defining Access Rights for eReminders
By Users
By Group

BOS/e eReminders
Creating eReminders
OVERVIEW
iBOS/e eReminders provides functions for setting reminders and notification alerts. Refer to
the steps outlined below on how to create a new eReminder using the eReminders Manager.
Creating a new eReminder using the Reminders Manager

1. After logging in to your respective workspace, click the <eReminders> tab and the
eReminders Main Page will appear, see Figure 37.1.
Figure 37.1. eReminders Main Page
2. From the eReminders Main Page, under Utilities, click the eReminders Manager
link and the Browse eReminders Page will appear, see Figure 37.2.
Available eReminders

Figure 37.2. Browse eReminders Page
3. Click the <New eReminder> button. The Register an eReminder will appear, see
Figure 37.3.
Figure 37.3. Register an eReminder Page

Table 37.1 Fields in Register an eReminder Form

Group Input name of the group or category where this
reminder will belong, otherwise select from the
dropdown list if the group name already exists.
Description Caption or title for the eReminder.
Start Date
Click the iBOS/e Calendar icon to select the
covered starting date.
End Date
Click the iBOS/e Calendar icon to select the
covered ending date.
Occurs Click the dropdown list and select the frequency that
the eReminder will be performed.
Time Type in the textbox provided the time when the
reminder will be executed.
Message Input in the textbox provided the message that will be
emailed to the recipients.
Query Information Input in the textbox provided the query statements
that will be executed.
Attach Report Select from the dropdown list the report that will be
attached or included in the eReminder.
5. Click the <Add> button to create the new reminder, otherwise click the <Back> button
to discard the settings.
6. A message prompt will then appear to inform that the new eReminder has been
successfully added in the list.

Editing an eReminder
1. From the Browse eReminders Page (Figure 37.2), edit a particular eReminder by
clicking its Edit link. The Details Page will appear, see Figure 37.4.
Figure 37.4. Edit Details Page
2. Input the necessary changes and then click <Save> button, otherwise click <Back>
button. After saving, the administrator will be redirected to the Browse eReminders
Page and will be prompted that the eReminder registry has been successfully
updated.
Deleting an eReminder
1. From the Browse eReminders Page (Figure 37.2), delete a particular eReminder by
the eReminder from the registry, see Figure 37.5.

Figure 37.5. Dialog Box
2. Press <OK> button to delete the eReminder otherwise click <Cancel>.
3. You will be prompted that the eReminder has been successfully deleted from the
registry and will be redirected to the Browse eReminders Page.
Copying an eReminder
1. From the Browse eReminders Page (Figure 37.2), copy a particular eReminder by
clicking its Copy link. The Details Page will appear, see Figure 37.6.

Figure 37.6. Copying an eReminder
2. Click the <Copy> button to copy the eReminder. The administrator will be redirected
to the Browse eReminders Page and will be prompted that the eReminder registry
has been successfully copied.
3. Click the iBOS/ eReminder link to return to the iBOS/e eReminder Main Page (refer
back to Figure 37.1).
Steps Used in Defining Access Rights for eReminders
By Users
In order for users to view a particular eReminder, administrators must first define its access
rights. Users who do not have rights on a particular eReminder will not be able to view it. The
steps below will guide you on the proper way of defining the user's access rights.
1. From the eReminders Main Page, under Utilities, click eReminders User Manager
link. The List of Available eReminders will be displayed on your screen. Refer to
Figure 37.7.

Figure 37.7. List of
2. Click the Users Link that corresponds to the eReminder that you want to have the
access rights defined. The list of users for that eReminder will appear, refer to Figure
37.8.
3. Tick the box that corresponds to the user(s) that you need to share this eReminder
with. Click <Save> button otherwise choose <Back> (Figure 37.9)

Figure 37.9. Defining Users Access Rights
to return to the List of Available eReminders, or click the iBOS/e eReminders Link
to return to the iBOS/e eReminders Main Page.
Defining Access Rights for eReminders by Group
Steps
1. From the List of Available eReminders (refer back to Figure 37.7); click the Group
Link that corresponds to the eReminder that you want to have the access rights
defined. The List of Group Users for that eReminder will appear, refer to Figure 37.9.

2. Tick the box that corresponds to the group(s) that you need to share this eReminder
with. Click <Save> button otherwise choose <Back>.
Figure 37.11. Defining Group Users Access Rights

to return to the List of Available eReminders, or click the iBOS/e eReminders Link
to return to the iBOS/e eReminders Main Page.

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The iBOS/e 2012

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WHAT IS iBOS/e WEBSHELL 2012

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iBOS/e Building Blocks

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iBOS/e 2012 Administration Roles

iBOS/e System Architect

The iBOS/e System Architect is the overall functional leader/business

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iBOS/e System Administrator

iBOS/e Functional Administrator

iBOS/e Departmental Administrator

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The Hardware and Software Requirements

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INSTALLING iBOS/e 2012

Table 3.1. User/Client Access

Table 3.2. iBOS/e Server

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Database SQL Server 2008 or Oracle DB 9i SQL Server 2008 or Oracle DB 9i

Installing iBOS/e 2012

For example: ISCC_GBOSE; for multiple company setup or sites, iBOSE_GLOBAL.

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For Example: For MS SQL:

For Example: For MS SQL:

Installing iBOS/e 2012

Installing Microsoft Internet Information Server (IIS)

WinNT Service Pack 6a or higher

NOTE: This setup is not recommended, because this is only good

For MS Windows 2000 and XP Professional, install the following prerequisites:

Windows 2000 Service Pack 4 or Windows XP SP1 or higher

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IIS 5.0 from Windows 2000 or XP CD

NOTE: This is the recommended setup.

Windows 2000 Service Pack 4 or higher

If cannot be installed, reinstall it from the original CD.

NOTE: Windows Server 2003 is not properly working with Adobe

TIP: ColdFusion supports IIS 4.0 version and above.

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Installing iBOS/e 2012

NOTE: For further details, please refer to Adobe ColdFusion

Recommended ColdFusion Settings for Production Environment

ColdFusion Administrator Settings

Maximum number of simultaneous requests set this to 10.

Maximum number of cached templates set to 1024.

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Cache web server paths disable this option.

Java and JVM Settings

Enable Robust Exception Information disable this option.

IP Address add 127.0.0.1 to the list of IP Addresses for Debug Output as a

Adobe ColdFusion 9 Server Configuration

1. Using a text editor, open the file <cf_root>/runtime/servers/default/SERVER-

2. Locate the attribute threadWaitTimeout and change the value to 300.

<service class="jrun.servlet.jrpp.JRunProxyService" name="ProxyService">

3. Save the changes and restart ColdFusion.

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Configuring Adobe ColdFusion 9 Application Server for iBOS/e

2. Set up DSNs (Data Source Names) in ColdFusion Server in CFIDE.

For Adobe ColdFusion 9:

a. Go to DATASOURCE under DATA AND SERVICE

NOTE: If you are configuring it for GBOSE, your DSN should be

c. Specify the driver for your database <MICROSOFT SQL SERVER> if MS