Expense Management Cable Management Module User Guide NEC NEC Corporation November 2010 NDA-31135, Revision 1
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i Contents Introduction 1-1 Cable Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Getting Started 2-1 Accessing the Cable Management Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Cable Management Main Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Navigation Pane . . . . . . . . . . . . . . .
ii Contents Administration 5-1 Administration - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Importing and Exporting Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Importing Cables From a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Exporting Cables into a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Backing Up and Restoring Cables . .
iii Figures Figure 2-1 2-2 2-3 2-4 3-1 4-1 4-2 5-1 5-2 5-3 5-4 6-1 7-1 7-2 Title Page Module Selection Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cable Management Main Window Panes . . . . . . . . . . . . . . . . . . . . . . . . Filtering Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Saving Favorites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
iv Figures Expense Management Cable Managment Module User Guide - Revision 1
v Tables Table 3-1 4-1 6-1 6-2 6-3 Title Page User Defined Fields - Datafill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cable Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Available Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Report Specific Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Send Output To - Options . . . . . . . . . . . . . . . . .
vi Tables Expense Management Cable Managment Module User Guide - Revision 1
1-1 1 Introduction The Expense Management Cable Management Module User Guide provides the information you need to manage the cables in your organization. Chapter Topics • Cable Management Overview • How This Guide is Organized Cable Management Overview The Cable Management Module is a tool that enables you to manage the cables in your organization, including their locations and connections.
1-2 Introduction Chapter 7 Integration with other Modules of Application Suite This chapter details Cable Management Module integration with other modules of the Application Suite.
2-1 2 Getting Started This chapter introduces you to the Cable Management Module basics, including how to access the module, the Cable Management main window and navigation. Chapter Topics • Accessing the Cable Management Module • Cable Management Main Window Accessing the Cable Management Module From the Module Selection Bar of the Application Suite window, select the CM tab, see Figure 2-1 .
2-2 Getting Started Figure 2-2 Cable Management Main Window Panes Navigation Pane At the bottom of the navigation pane, you will find the sub-module selection tabs. The upper part of the navigation pane displays the options available for the selected sub-module. Grid Pane The grid pane on the right hand side of the window displays data and toolbars appropriate to the option selected.
Getting Started 2-3 Sorting Grid Records In the cables' grid, you can sort the displayed cables by any of the columns, but only by one column at a time. A small triangle in the column heading indicates the sort field and sort order. Follow the steps below to sort grid records. — Click in a column heading to sort by that column. — The first time you click in the column heading, it is sorted in the column by ascending order. A small triangle heading indicates the sort order.
2-4 Getting Started Hiding Columns To hide one column from the display, right-click the heading of the column you wish to hide and select Remove This Column from the popup menu. Selecting the Displayed Column To select the displayed columns, do the following. Step 1 Right-click anywhere in the column heading row and select Select Columns from the popup menu. A second popup menu opens with all the available columns displayed.
Getting Started 2-5 Figure 2-4 Saving Favorites Step 3 In the Save As dialog box, type a name for this favorite filters setting. If you wish to make it your default filters setting, check the Set as Default check box. Step 4 Click Save. The new setting is saved to your favorites list. Using a Favorite Filter Setting To use a favorite filter setting, do the following. Step 1 In the action toobar, open the Select Favorite....... drop-down list. Step 2 Select the desired filter.
2-6 Getting Started Expense Management Cable Managment Module User Guide - Revision 1
3-1 3 User Defined Fields Chapter Topics • User Defined Fields Applications User Defined Fields Applications User defined fields enable you to adjust the Cable Management Module to your organization’s needs. Up to 20 potential user defined fields exist. The field names in the database are Info1 through Info20. You cannot add or delete user defined fields or change their names.
3-2 User Defined Fields Figure 3-1 User Defined Info Fields Grid Step 3 For each field you wish to define, complete the datafill as described in Table 3-1, “User Defined Fields - Datafill” on page 2. Step 4 Click Save to save changes. User Defined Field Descriptions Table 3-1 provides the User Defined Fields and a brief description. Table 3-1 User Defined Fields - Datafill Field Description To use an info field you must make it visible by checking this check box.
User Defined Fields Field 3-3 Description Option List Select Option List to define a closed set of pre-defined values for the field. In the Cable dialog box, these values will be available for selection from a drop-down list. To define the available options: • Click Edit options list. next to the • In the upper text box of the List Editor dialog box, enter a value and press the Enter key or click New to transfer it to the list below. • Repeat the previous step for each predefined optional value.
3-4 User Defined Fields Expense Management Cable Managment Module User Guide - Revision 1
4-1 4 Managing Cables This chapter explains cable identification, location, and status data, along with additional information on specific cable management fields. Chapter Topics • Cable Data Cable Data Once the Info fields are defined, you can begin entering or importing cable data.
4-2 Managing Cables Figure 4-1 Cable Grid Adding a New Cable To add a new cable, do the following. Step 1 In the cable management grid, click Add in the action toolbar. Figure 4-2 displays. Figure 4-2 Cable Dialog Box Step 2 Datafill the fields. Table 4-1 provides a description of each field.
Managing Cables Click Save & New 4-3 to save the cable and continue adding new cables. Viewing and Editing a Cable Viewing and editing cables can be done in the Cable Management main window. To edit a cable, do the following. Step 1 Select a cable and then click Edit in the action toolbar. OR Right-click any cable’s data row and select Edit Cable from the popup menu. OR Double-click on a cable. —The Edit Cable dialog box opens. Step 2 Edit the cable fields.
4-4 Managing Cables Deleting all Cables Only the administrator can use the Delete All functionality. NOTE Step 1 In the cable’s main window, select a cable and then click in the action toolbar. Step 2 In the Delete Confirmation dialog box, select . Table 4-1 Cable Fields Field Description Extension *0 The extension currently active through the cable. Select an extension from the drop-down list of all extensions.
5-1 5 Administration This chapter introduces you to tasks associated with the Administration sub-module. Chapter Topics • Administration - Introduction • Importing and Exporting Files Administration - Introduction The Administration sub-module enables you to export and import cable files and to backup and restore from backup. Importing and Exporting Files You can export and import to comma delimited files (CSV files). Importing Cables From a File Import is done from a file on your local computer.
5-2 Administration Figure 5-1 Import Cables Dialog Box Step 3 Enter the full path name or click Browse... and select the file. The file must confirm to the cable management structure: • The Header record and the number of fields in each record must match the cable record. • At least one of the field’s Extension, LEN, and Pair must be defined. • The pair field must be unique. Step 4 Click . Step 5 A dialog box suggesting to backup the data before executing the import displays. Click to backup.
Administration 5-3 Figure 5-2 Export Cables Dialog Box Step 3 Click Browse....and select the appropriate directory on the server. Step 4 Enter a file name. The file suffix must be CSV. Step 5 Click Step 6 When the export is finished, the Export Finished dialog box, Figure 5-3 displays. . Figure 5-3 Export Finished Dialog Box Step 7 Click the link to view the exported data or click OK to continue. Backing Up and Restoring Cables To backup and restore cables, perform the following procedure.
5-4 Administration • Create a new backup by clicking Backup . • Delete an existing backup by clicking Delete or Delete All. • Restore cable data from a specific backup. Select a backup row and click Restore . • View a specific backup by clicking the backup name.
6-1 6 Reports This chapter describes report types, specific parameters and report output options for the Cable Management Module. Chapter Topics • Reports - Introduction Reports - Introduction The Cable Management Module includes six report types (described in Table 6-1).
6-2 Reports The relevant Report dialog box displays. Each report has a slightly different dialog box. Figure 6-1 is an example of the Duplicate Entities dialog box. Figure 6-1 Duplicate Entities Dialog Box Step 3 Supply the report specific parameters as described in Table 6-2. Step 4 Select Send Output to options and supply the required additional parameters as described in Table 6-3. Step 5 Click .
Reports Report Name Parameter Name 6-3 Description Select how to group the list of pairs from: • Campus Available Pairs Group By • Circuit • Building • Room Select how to filter the list of jacks from: • All - no selection • Available Jacks by Status Filter By • Used • Broken • N/A • Other Select how to filter the list of pairs from: • All - no selection • Available Pairs by Status Filter By • Used • Broken • N/A • Other Select how to group the list of extensions from: • Campus List of Extensio
6-4 Reports Send Output to Parameter Name Output Format Description Select one of the following formats: • MS Word document (DOC) • MS Excel worksheet (XLS) • Portable document (PDF) Sends the generated report to the specified printer. Printer Select Printer Select a printer form the drop-down list.
7-1 7 Integration with other Modules of Application Suite The Cable Management Module supports integration with other modules of the Application Suite. Chapter Topics • Integration - Introduction • Integration with Devices • Integration with Tickets Integration - Introduction Once the Cable Management is installed, it is integrated with the Application Suite database in two places.
7-2 Integration with other Modules of Application Suite Figure 7-1 Device Integration Integration with Tickets In the Ticket dialog box of the Help Desk module, if the field Extension/Resource matches an extension in the Cable Management Module, then: • A cable information link on the Ticket dialog box enables you to access the Cable dialog box directly from the Ticket. • The information displayed in the fields Building, Room, Floor, Pair, and Jack are taken from the cable management.
7-3 Integration with other Modules of Application Suite Figure 7-2 Ticket Integration Expense Management Cable Managment Module User Guide - Revision 1
7-4 Integration with other Modules of Application Suite Expense Management Cable Managment Module User Guide - Revision 1
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NEC NEC Corporation Expense Management Cable Managment Module User Guide NDA-31153, Revision 1