Mobile Dashboard Manual

Table of Contents

I. Mobile Dashboard Administration

1. Introduction

1.1. Mobile Dashboard Online Help Manual Overview

1.2. The Mobile Dashboard - Basic Concepts

1.3. The Agenda Environment

1.4. Starting New Activities

2. Domain Administration (Users, Groups, Content)

2.1. Domain Administrator Login

2.2. Completing an Activity

2.3. Review and Deploy Changes

2.4. Test User Experience

2.5. Review Users

2.6. Edit Profile Information

2.7. Add Multiple Users

2.8. Upload CSV File

2.9. Edit Profile Properties

2.10. Select Groups

2.11. Grant Privileges

2.12. Organizing Users Into Groups

2.13. Edit Group Members

2.14. Online Help

2.15. Report an Issue

3. Account Administration

3.1. Account Administrator Login

3.2. Select My User Domain

3.3. View Usage Reports

3.4. Review or Change Account Plan

3.5. Review Domains

3.6. Name Domain

3.7. Review Profile Properties

4. System Administration

4.1. Login to the Mobile Dashboard

4.2. System Administrators

4.3. Add System Administrator

4.4. Edit System Administrator

4.5. Accounts

4.6. Edit Plan for Account

4.7. Promotion Codes

4.8. Edit Promotion

4.9. Add Promotion Code

4.10. Create Account

4.11. Clusters

4.12. Send Email Notification

5. Report Configuration

5.1. Introduction To Report Configuration

5.2. Review Reports

5.3. Name the Report

5.4. Upload Sample Report

5.5. Upload File

5.6. Configure Report Content

5.7. Specify Report Version

5.8. Extract Data

5.9. Copy Item

5.10. Name New Item

5.11. Set Upper Left Corner

5.12. Set Right Edge

5.13. Skip Columns

5.14. Set Bottom Edge

5.15. Skip Rows

5.16. Set Column Dimensions

5.17. Extract Column Headers

5.18. Set Row Dimensions

5.19. Extract Row Headers

5.20. Name Data Sets

5.21. Validate Item

5.22. Configure Screens

5.23. Edit Table Configuration

5.24. Edit Screen Configuration

5.25. Provide Abbreviations

5.26. Select Recipients

5.27. Update Report Data

5.28. Report Configuration Example

6. Database Query Configuration

6.1. Introduction To Database Query Configuration

6.2. Name Database Query

6.3. Select Database Connection

6.4. Name Database Connection

6.5. Configure Database Connection

6.6. Configure Database Query

6.7. Configure Query Results

6.8. Configure Output Dimensions

6.9. Review Data Sets

6.10. Select Database Query

6.11. Review Database Query

7. XML Web Services Configuration

7.1. Introduction to XML Web Services Configuration

7.2. Select Data Service Operation

7.3. Import Data Service

7.4. Upload WSDL File

7.5. Configure User Authentication

7.6. Select Existing Data Formats

7.7. Name Data Service

7.8. Name Task

7.9. Configure Data Service Inputs

7.10. Select Type of Data Source

7.11. Select Source of Data Service Input

7.12. Edit Template of Data Service Input

7.13. Customize Input Form

7.14. Customize Output Form

7.15. Customize Task Lifetime

7.16. Configure Task Outputs

7.17. Edit Task Outputs

7.18. Create New Task Output

7.19. Select Type of Data Source

7.20. Select Source of Task Output

7.21. Edit Template for Task Output

7.22. Review Data Services

7.23. Review Data Format Files

7.24. Import Data Format

7.25. Upload XML Schema File

7.26. Name Data Format File

7.27. Review Data Formats

7.28. Name Data Format

7.29. Edit Data Format Fields

7.30. Restrict Data Values

7.31. Review Data Display Rules

7.32. Edit Display Rules

7.33. Edit Field Properties

7.34. Edit Task Links

7.35. Select Task to Link

8. Web Sites Configuration

8.1. Introduction to Web Site Configuration

8.2. Name Web Site Configuration

8.3. Configure Web Site

8.4. Create Starting Point

8.5. Choose Page Format

8.6. Name Page Format

8.7. Configure Content For Page Format

8.8. Select Page Content

8.9. Name Selected Content

8.10. Configure Content Properties

8.11. Configure Page Format Matching

8.12. Review Macros for Page Format

8.13. Name Macro

8.14. Attach Macro to Content

8.15. Choose Content to Record/Play Macro

8.16. Add Actions to Macro

8.17. Choose Action Type

8.18. Configure Input Properties

8.19. Select Input Source

8.20. Customize Macro Invocation

8.21. Review Web Sites

8.22. Review Web Site Configuration

8.23. Configure Gesture Target

8.24. Playing Macro

8.25. Deploy Web Site

9. Deploying Tasks to End Users

9.1. Create Links to Task

9.2. Select Type of Link

9.3. Add Task to Menu

9.4. Select Data Format

9.5. Attach Task to Data Field

9.6. Configure Inputs to Task

9.7. Select Type of Data Source

9.8. Select Source of Task Input

9.9. Edit Task Inputs

9.10. Create New Task Input

9.11. Edit Constant Value

9.12. Edit Template for Task Input

9.13. Choose Parameter Name

9.14. Select Source of Template Parameter

9.15. Edit Task Label

9.16. Edit Menu

9.17. Permit Users to Run Task

9.18. Review Tasks

9.19. Using Patterns

10. Managed Clients

10.1. Managed Clients - Basic Concepts

10.2. RIM BlackBerry Managed Client

10.2.1. Prerequisites

10.2.2. Download Procedure

10.2.3. If Using BES and MDS

10.2.4. If NOT Using BES or MDS

10.2.5. Entering Your Username and Password

10.2.6. Connecting to Mobile Dashboard

10.2.7. Useful Tips for Viewing Reports

10.2.8. Troubleshooting Advice

10.3. Windows Mobile Managed Client

10.3.1. Prerequisites

10.3.2. Download Procedure

10.3.3. Useful Tips for Viewing Reports

10.3.4. Troubleshooting Advice

10.4. Java MIDP 2.0 Managed Client

10.4.1. Prerequisites

10.4.2. Download Procedure

10.4.3. Useful Tips for Viewing Reports

10.4.4. Troubleshooting Advice

II. Third-party Licensing Information

11. Third-party Software

12. Third-party Software Applications