Creating an EIS Template Part I Presented by: Robert Hairsine Web Site:

September 4, 2002Slide: 2 Hairsine Associates Established in 1984 Offices and Training Facilities Located in Bel Air Maryland Microsoft Developer, IBM Partner, Brio Advisory Team Offer a variety of Services (Project Management, Systems Design, Training, Migrations) Focus for last 3 years on building web-enabled data warehouses primarily for government agencies

September 4, 2002Slide: 3 Overview of Presentation Why Create An EIS Template Create a Set of Standards Creation Considerations Define Your Target Audience Key Concepts Used in the Creation of the Template Section I - Help Section Creation in a Brio Document

September 4, 2002Slide: 4 Why Create an EIS Template? Reasons Why You Should: Consistent Presentation Across Projects Write Once, Use Many Faster Development and Deployment Can be Added to Existing Brio Documents Using QIQ Merge

September 4, 2002Slide: 5 Create a Set of Standard Naming Conventions (Sections, Fields, etc.) Rename Each Object as You Create It Use Comments within the scripts Method of Addressing Objects (Relative vs. Absolute) Create a “Cookbook” and share with other projects

September 4, 2002Slide: 6 Creation Considerations Code for all Brio Products (Explorer, Designer, Insight, Quickview, Freeview) Test Using All Products Have End Users Participate in the Creation Build the Template Piece by Piece Document, Document, Document Define Your Target Audience

September 4, 2002Slide: 7 Target Audience What Desktop Product(s) Are They Using How Are They Connected (Network Considerations) Security and Sensitivity Concerns What Hardware Are They Using Special Needs

September 4, 2002Slide: 8 Key Concepts Used in the Creation of the Template Understanding of the Brio Object Module Understanding of OLE calls to Microsoft Outlook, Excel and MSWord JavaScript Code Needed to Create This Section

September 4, 2002Slide: 9 Objective The objective of this section is the creation of an EIS section that can be easily modified to help support the end-user. This section allows the user to enter text and, by use of OLE calls to Microsoft Outlook, send the message to a technical support team after automatically appending to it specific information such as the exact file name of the Brio document, the Brio product the user is using, the version number of the product being used, etc.

September 4, 2002Slide: 10 Objective (cont) There is also a link to a MSWord document that can be used for Frequently Asked Questions allowing the end user to access without the intervention of help desk personnel. Help desk personnel can easily modify this document and make it available to end users in a real-time basis.

September 4, 2002Slide: 11 Creating a Help Section Anyone Who Provides End-User Support Allow the User to Help Themselves Help the End-User Without the Use of Additional Resources Modular Design to Easily Adapt to Individual Projects

September 4, 2002Slide: 12 Help Section is Broken Down File Information Easy Answers Additional Resources Still Need Help Navigation Icons

September 4, 2002Slide: 13 Use Brio To Show the Section

September 4, 2002Slide: 14 File Information

September 4, 2002Slide: 15 File Information

September 4, 2002Slide: 16 File Information JavaScript

September 4, 2002Slide: 17 File Information JavaScript ActiveSection.Shapes["picFileCabinet"].OnClick()

September 4, 2002Slide: 18 Easy Answers

September 4, 2002Slide: 19 Easy Answer JavaScript

September 4, 2002Slide: 20 Easy Answer JavaScript

September 4, 2002Slide: 21 Easy Answer JavaScript ActiveSection.Shapes["picFrequentlyAskedQuestions"].OnClick()

September 4, 2002Slide: 22 Additional Resources

September 4, 2002Slide: 23 Additional Resources JavaScript

September 4, 2002Slide: 24 Still Need Help?

September 4, 2002Slide: 25 Still Need Help JavaScript

September 4, 2002Slide: 26 Still Need Help JavaScript (cont)

September 4, 2002Slide: 27 Still Need Help JavaScript (cont)

September 4, 2002Slide: 28 Navigation Icons

September 4, 2002Slide: 29 Document Startup Script

September 4, 2002Slide: 30 Document Startup Script

September 4, 2002Slide: 31 Document Startup Script

2107 Laurel Bush Road - Suite 201 Bel Air, Maryland Phone: (410) Fax: (410) Web Site: Hairsine Associates