ARCHIBUS Log On Instructions Log Into ARCHIBUS Web

ARCHIBUS Log On Instructions

Log Into ARCHIBUS Web Central Log In Screen 1. Open your Internet browser. 2. Enter the URL to view the ARCHIBUS Login Page. 3. Enter your user name in the User Name field. 4. Enter your password in the Password field. 5. Select Sign In. 3 4 5

Log Out of ARCHIBUS Web Central Log Out Screen 1. To log out of your application session, click Sign Out on the Navigation Bar. 1

ARCHIBUS Web Central Overview

Accessing Views ARCHIBUS Web Central organizes facilities and infrastructure management tasks in an intuitive Web browser interface. Using ARCHIBUS Web Central, you will access reports, views, business charts, drawings, and other data. 1. You can easily navigate to the data using the ARCHIBUS Web Central Process Navigator, which is located in the left panel of the application. The Process Navigator presents tasks, which are grouped by activity and these tasks load ARCHIBUS views. 2. The presentation of data that you access is known as a view into the data. 2 1

The Process Navigator divides the ARCHIBUS product into a series of directed activities, each focused on a specific area of your business. Your business process owner or system administrator has set up for you processes that contain the tasks you need for your particular role. Selecting a task loads the view for that task. 1. To access a particular task, click on the activity. 2. Click on the process 3. Click on the task. If you have only one activity or process the program will select it automatically for you. Clicking on a task loads the view or report you need; this is also known as a view into the data. 4. To return to a previous level of the Process Navigator, click on the up arrow. 4 1 2 3

Selecting Data Using the Select Value Button Many views include a Select Value list to facilitate entering data. 1 1. Click on the Select Value button. 2. Select a value, in this case, an employee name by clicking on it. 2

Using Validated Fields For some fields, you are able to select a value from the Select Value list, which is a query against the validating database table that holds all of the correct choices. You can tell that a field is validated if its title is displayed in blue rather than black text. 1 You can also enter a partial value to be used as a search criterion to limit the values shown in the Select Values list to only those that include your entry. 1. Enter a valid value in the Site Code field, for example “MEM”. 2. Click on the Select Value button. 3. The Select Values list is restricted to all values that include “MEM”. Use the % operator as a wildcard after the value, for example “M%”, to restrict the select value list to all values that begin with “M”. 3 2

Sorting Data Many Web Central screens present data in a tabular view. Table column headers include a gray rectangle. Clicking this rectangle sorts the screen by that column. 1 1. Click on the rectangle to sort the screen by this column’s data. 2. The gray triangle indicates the order in which the data is sorted. A triangle pointing upwards indicates the data is sorted in ascending order. A triangle pointing downwards indicates the data is sorted in descending order. 2

Using Filter Consoles If there is a large amount of data, you may want to restrict that view so that not all of the data is displayed, such as showing only a specific site. Many views offer a filter console in the top panel to filter data. The filter console displays a series of fields that you can use to enter restriction criteria. 1. Enter your restriction criteria. 2. Click on the Show button to display data in the lower panel. 3. If you do not want to enter a restriction, click Show without making any entries, and the data is presented without a restriction 2 1

Restricting Data Many views include a Smart Search feature that you can use to restrict the data shown in the view. The Smart Search feature uses a small filter console that enables you to restrict the view by entering values for any column header. 1 2 1. Mouse over a column header. The + sign and the Filter and Clear icons appear. 2. Click on the + sign to show the filter bar that has the entry boxes for the restriction criteria. 3. Enter the restriction criteria, and click on the Filter icon or press Enter. 4. To clear your entries, click on the Clear icon. 5. To hide the Smart Search console, click on the minus sign. 3 5 4

Restricting Data Some Smart Search consoles that show large data sets have an index bar to facilitate selecting data. 1. Click on a letter in the index bar to view the records beginning with that letter. 2. The number in parentheses shows how many employee names begin with that letter. 3. “All” provides the number of records meeting your restriction or total number of records. The index bar includes Prev (Previous) and Next links if there are more than the maximum number of records that meet the restriction, and if the sort order of the view ends in the primary key fields of the main table. 1 2 3

Using Drill Down Selection Lists Some views include a drill-down selection list to help you quickly locate an item in a hierarchy similar to Microsoft Explorer, so that you can work with that item. You select items from the hierarchy (such as, Business Entity, College and Responsible Cost Center) that contain the item you want to work with. As you make selections, the list expands to show the items it contains. 1. Click on the + sign to expand an item in the hierarchy. 2. Click on the - sign to contract an item in the hierarchy. Some drill-down selection lists enable you to select check boxes for multiple items, and then click a Show Selected button to display the items. 1 2

Paginated Reports Exporting Data to Word Document Format 1. Load the view and click on the DOCX or Paginated Report button. 1

Paginated Reports Exporting Data to Word Document Format 2. The Paginated Report View is displayed. Paginated reports are a batch job for which you are able to view the progress of the job as it generates. For example, you can view the percentage of the job that has completed, and the estimated time remaining to complete the job. 3. After the job is completed and the percentages reaches 100%, click on the link (the report title in the Result View or File section) to load the report. 4. You can stop a job at anytime by clicking on the Stop Job button. 2 3 4

Paginated Reports Exporting Data to Word Document Format 5. A dialog asks if you want to open or save the file. 6. If you select Save, a dialog appears. Use the dialog to select a location for the file. 7. If you select Open, the file opens in a pop-up browser window. You can save the file from Excel by giving the file a new name. 5 7 6