To start the Organizer, click the link labeled Organizer in the Start page. This will open a pop-up window. Confirm ERES_Organizer.jnlp file open by Java Web Start Launcher. Then the Organizer will open.

Opening Organizer

If you use Chrome as a browser, you have to save ERES_Organizer.jnlp at first, and then to open it from your download directory. You will see the next dialog. Click Run and Organizer will open.

Opening Organizer in Chrome

If you are working on the same machine as the ERES Server, you can also start the Organizer as an application. To do this, go to the directory where EspressReport ES is installed. With the server running, execute the ERESOrganizer.bat/.sh file. This will open a dialog allowing you to login to the Organizer.

Since the Organizer is at heart a file management system, it is no coincidence that the application window resembles a file browser. The left-hand side of the window contains a list of projects and their associated sub-folders, while the right-hand side lists the contents of a folder in the upper pane and the project/folder descriptions in the lower pane.

Organizer Interface

Projects and their associated folders are the central part of the Organizer interface. They provide the primary means of organizing charts and reports. Projects are the top level of organization. You can use different projects for different users, for different groups in your organization, or to group charts and reports representing different data or information. You can insert many layers of sub-folders into the top-level project, creating just about any organizational structure.

It is important to note that all folders in the Organizer are virtual folders, meaning that they do not necessarily have a physical location on the server machine or mirror an actual directory structure. Projects and folders in the Organizer are pointers to real directories and files that may be stored in a variety of locations.

2.1.3.1. Creating and Modifying Projects and Folders

To create a new project, you can do one of the following: click the New Project button on the toolbar, select New Project from the File menu, right click in the left-hand pane and select New Project from the pop-up menu, or press Ctrl+P. A node labeled new project will appear at the top of the file tree in the left-hand pane.

To edit the project name and description, first select it, then you can do one of the following: click the Edit button on the toolbar, select Edit from the Edit menu, press F2 key, or right click, and select Edit from the pop-up menu. A dialog will then appear, prompting you to change the project name and description. Once you have entered your desired changes, click Ok and the new project name and description will be displayed in the lower right-hand pane.

Edit Project/Folder Dialog

To insert a sub-folder into a project or folder, first select the project or folder in which you would like to place the new sub-folder. Then you can either click the New Folder button on the toolbar, select New Folder from the File menu, or right-click in the left-hand pane and select New Folder from the pop-up menu. A node labeled new folder will appear under the currently selected project or folder.

To edit the folder name and description, first select it, and then you can either click the Edit button on the toolbar, select Edit from the Edit menu, press F2 key, or right-click, and select Edit from the pop-up menu. A dialog will then appear prompting you to change the folder name and description. Once you have entered your desired changes, click Ok, and the new folder name and description will be displayed in the lower right-hand pane.

You can insert files of any type into projects and folders. However, if you want your files to be accessible to other users or visible within the Menu, then files should be viewable within a web browser (i.e. HTML pages, image files, etc.), or be chart, report, map or dashboard files (CHT, TPL, RPT, EZR, PAK, PAC QPT, QCH, DSB, GXML, SXML, CXML or XML format). Files added to the Organizer must be accessible via http protocol, and may need to be mapped via URL mapping. For more about URL mapping in Organizer, see Section 2.1.5 - URL Mapping.

2.1.4.1. Adding and Modifying Files

To add a file, first select the folder or project in which you would like to place the file. Then you can either click the Insert File button on the toolbar, select Insert File from the Edit menu, or right click in the upper right-hand pane, and select Insert File from the pop-up menu. A dialog box will appear, prompting you to enter a display name for the file (by default the file name is used), the location of the file (a direct path) and a description of the file. (If you select a path that is not the server root or a mapped virtual directory, you will be prompted to map one.) Click Ok and the file will be inserted into the current directory or folder.

To insert more than one file at a time, click the Browse button on the insert file dialog, and use CTRL+Click to select multiple files in the browse dialog. Then when you click OK all of the files will be added to the Organizer.

Insert File Dialog

The list of files in the currently selected folder will be displayed in the upper right-hand pane of the Organizer. Each entry shows the file's display name, the file type, the file description, path, and URL.

To edit the file's display name, location, or description, first select the file that you would like to edit. Once you have selected a file, you can either click the Edit button on the toolbar, select Edit from the Edit menu, press F2 key, or right click, and select Edit from the pop-up menu. A dialog box will appear allowing you to make changes to the display name, location, and description. Click Ok and the changes will be reflected in the file list.

To open a file, double click on it, or first select it, and then you can select Open File from the File menu, or right click and select Open File from the pop-up menu. If the file is a chart (PAC, CHT, TPL, or QCH) format, it will be opened in the Chart Designer. If the file is a report (PAK, RPT, QPT, or XML) format, it will be opened in the Report Designer. If the file is a dashboard, the Dashboard Builder interface will open in a new window. If the file is a map, Online Maps interface will open in a new window. All other file types, such as SVG, will be opened in a web browser window.

2.1.4.2. Arranging Files

To arrange files within folder or project, open the folder (click on it in the left-hand side tree-list) and then click on a column header in the right-hand side. Files in the folder/project will be arranged by the content of the selected column. To switch between ascending and descending order, click on the column header again.

A folder arranged by the file names in descending order.

2.1.4.4. Report Locking

The ERES Organizer has an automatic report locking system designed to block multiple users from editing the same report in Report Designer at the same time. The system utilizes your IP address, your username, and a special token to determine whether you are allowed to open a specific file. Here is an example illustrating how the advanced file locking system operates.

Suppose you are logged in as userA and you are editing a report Sales.pak. One of your colleagues logs in as userB and attempts to edit the same Sales.pak. She would see the following error message, alerting her that the file is currently locked.

File is Locked

Suppose after opening the file, your browser crashed or you moved to a different computer. Now you log back in as userA and open the same file again. You will see the following message allowing you to override your own lock.

Override Your Lock

If you moved to another computer and the report is still opened on the previous computer, you will not be able to save on the previous computer. You must close the report and re-open it in order to have write privilege again.

	Note
	The admin has the ability to overwrite any lock.

2.1.4.5. Dashboard and Map Packages

A single map or a single dashboard usually consists of several files (for example, a dashboard needs several chart/report/map templates, a svg map needs a svg image, drill-down template, etc) which could make moving maps or dashboards to another machine very difficult, because you would have to move all the linked files as well. Fortunately, you do not have to move each file manually. A dashboard or a map and can be packed into a single file along with all the linked files (dashboard templates, drill-down templates, etc) without even knowing which exact files are needed for the dashboard or map to work. The packed files can be moved or archived quickly and easily.

To pack a dashboard or a map (both SVG and Online maps can be packed), select the dashboard (.dsb) or map (.sxml or .gxml) file in Organizer and then click on the Create PAK icon on the main Organizer toolbar. A dialog will pop up prompting you to select the pack file name. Enter a file name or use the default one and click OK. Another dialog should show up confirming that the package was created successfully and showing you the full file path. The packed file will be also automatically inserted into the current Organizer folder/project.

Packed files can be viewed in the Menu page without being unpacked, but they can not be modified in the SVG and Online Maps designers or in the Dashboard Builder. In order to modify a packed dashboard or map, you need to unpack the gpak, spak, or dpak file first.

To un-pack a dpak, spak, or gpak file that has not been inserted into Organizer, click on the Unpack File icon on the main Organizer toolbar. A dialog will pop up, allowing you to choose the file on your hard drive and to enter a name which will be used for the main unpacked file (.dsb, .sxml or .gxml file).

If you want to unpack a file that has been inserted into Organizer, select the file in Organizer and then click on the Unpack File. The same dialog will pop up but the file path and the file name fields will be filled automatically.

To view the list of all files that are stored in the package, click on the Details button. A new window will open.

Unpack File List Dialog

In this window, you can edit both physical and Organizer file path of all files that can be un-packed from the package (which also allows you to resolve potencial file name conflicts). After you are done editing the file paths, click the Close and then click OK to unpack the package.

The ERES will now try to unpack all files from the packed file to their original locations. If there are any filename conflicts (i.e. there already is a file with the same name in the same path on your hard drive or in Organizer), the following dialog will show up:

If you click Yes, all existing files will be overwritten by the files from the package without no further questions. If you click No, the Unpack File List dialog will open again allowing you to edit the filename conflicts. Then click Unpack to unpack the files into their locations and to insert them into Organizer.

Any report or chart that is added to the Organizer needs to be accessible via URL. This is so that reports can be run/viewed through the menu page, using URLs, or retrieved through the API. In order for the Organizer to know the URL path to charts and reports, you need to set the URL mapping.

The first, and most important, thing to map is your ERES installation. You should have a virtual directory setup in the app server/servlet container where you have deployed the server that points to your installation. If you selected to install Tomcat with ERES then a virtual directory has automatically been setup where http://MachineName:Port/ERES points to the ERES installation directory. In order for Organizer to read and write files to your installation directory you will need to make sure that this mapping is correctly set.

URL mapping can also be used to set the URL path for other servers or virtual directories on your server whose report/chart files you would like to import to the Organizer. Please note that only the admin can create and change the URL Mapping entries. You will have to log in as the admin user to make changes to the URL Mapping.

To set up a virtual directory, select Set URL Mapping from the Option menu. A dialog will appear listing all of the virtual directories that have been set up. (By default, the Web root for the app server/servlet container where you have deployed the server is mapped to the URL http://machinename:port/ depending on your machine name and specified port number. To add a virtual directory, click on Insert. A dialog will appear allowing you to enter or browse to a direct path. Once you have specified the path, then enter the corresponding URL. Click Ok and the virtual directory will be added. You can also edit and remove mapped URLs from the main dialog.

URL Mapping List & Add Mapping Dialog

You will also be prompted to specify URL mapping any time you add a file from a new location that has not been mapped with a corresponding URL.

Because Organizer uses virtual directories, it is possible to have files in many different physical locations listed in the Organizer. While this makes it easy to publish reports and charts, it can be difficult to manually keep track of all the files. Specifically, if the files are moved or the directory structure is changed, then the Organizer will not be able to find the files and the links within the Menu page may no longer work.

You can use the Repair Broken Links feature in the Organizer to automatically check the status of the listed files. The Organizer will check all of the files within your projects and folders to check whether the path/URL specified is still correct.

To check for broken links, select Repair Broken Links from the Option menu. The Organizer will then check all of your files and pop up a list of any broken links found. You can then choose to repair any broken links by specifying a new path or file/filename, or you can remove the files from the Organizer.

Broken Links List

Sometimes you may want to update the directory path of certain items in the Organizer. The Update Directory feature is helpful if you are moving files between installations or if you are moving complete installations.

In order to update the directory paths of items in the Organizer, select Update Directory from the Option menu. The update directory dialog will then open.

Update Directory Dialog

The dialog allows you to specify the original directory (the directory you want to update) and the new directory. You can either use the Browse buttons to select directories or just type directory paths manually.

Please note that when you are updating directories using the update directory feature, all the Organizer items that contain the original path in their directory paths will be updated. For example, if you specify the original path as C:/ERES and the new path as D:/Install/ERES, all the items in the Organizer that contain C:/ERES in their paths such as (C:/ERES/Reportfiles/SalesReport.pak, C:/ERES/ChartFiles/MonthSales.cht, C:/ERES/DashboardFiles/Dashboards/SalesDashboard.dsb, ...) will be updated to (D:/Install/ERES/Reportfiles/SalesReport.pak, D:/Install/ERES/ChartFiles/MonthSales.cht, D:/Install/ERES/DashboardFiles/Dashboards/SalesDashboard.dsb, ...). Also, note that the new directory (the updated directory) needs to be added to your URL mapping. Otherwise, you will not be able to repair broken URL links after the update, so the affected Organizer items will not work correctly. For more information about URL mapping and repairing broken URL links, please see Section 2.1.5 - URL Mapping and Section 2.1.6 - Repairing Broken Links.

Example:

Imagine that you have three reports Customers.pak, Details.pak, and SalesGoal.pak in the C:/ERES/help/examples/dashboard/sales directory, and assume that you have moved them to the C:/Marketing/SalesReports directory. The following image shows the reports in the Organizer before the updating process:

Example - Reports in the Organizer - Before Directory Updating

Select Update Directory from the Option menu in the Organizer to open the update directory dialog. In the dialog, specify the original directory as C:/ERES/help/examples/dashboard/sales and similarly the new directory as C:/Marketing/SalesReports.

Example - Update Directory Dialog

Once you have properly specified the directories, press the OK button. The following dialog will then appear showing you the list of updated Organizer items as well as number of updated files.

Example - Update Results Dialog

Next, click the OK button in the dialog. This will bring you back to the Organizer. The image below shows updated reports paths after the updating process.

Example - Reports in the Organizer - After Directory Updating

Now you have to repair the broken URL links. Otherwise, URLs of the affected Organizer items will remain mapped to the original directory. In order to repair broken URL links properly, you have to add the new directory (the directory you have specified in the Update directory dialog C:/Marketing/SalesReports) as new URL link to your URL mapping. To open the URL mapping dialog, select Setup Url Mapping from the Option menu in the Organizer. The dialog will then appear.

Example - Setup URL Mapping Dialog

In order to add a new URL link, click the Insert button, another dialog will pop-up prompting you to specify the Virtual Directory and Corresponding URL. Specify the virtual directory as C:/Marketing/SalesReports and the corresponding URL e.g. as http://<MachineName>:<Port>/Marketing/SalesReports. After that, click OK. For more information about URL mapping, please see Section 2.1.5 - URL Mapping.

Example - Inserting New URL Link

Example - Setup URL Mapping Dialog - New URL Link Added

Once you have specified the URL link, click the Done button again. The repair broken links dialog will then appear prompting you whether you want to check for broken links now. Click Yes. Please note that if you click No, you may check for broken URL links by selecting Repair Broken Links from the Option menu in the Organizer. For more information about repairing broken URL links, please see Section 2.1.6 - Repairing Broken Links.

Example - Repair Broken Links Dialog

If you have correctly specified the URL mapping, you should get the following dialog that will inform you that broken links have been successfully fixed. Clicking the OK button will bring you back to the Organizer.

Example - Repair Broken Links - Links Successfully Fixed

	Note
	If you did not specify the URL link in the URL mapping or did not specify the URL link correctly, the dialog below will appear informing you that broken URL links cannot be repaired. If you got this dialog, return back to the URL mapping dialog and add/modify the URL link as described in previous steps. After that try to repair broken links again.

Example - Repair Broken Links - Error During Links Fixing

Now you may check whether the URL fields of the organizer items have been correctly repaired. The URL fields should be similar as the ones shown on the image below.

Example - Reports in the Organizer - After Repairing URL Links

Often, if you have many files in many folders in the Organizer, it can be hard to find a specific file. To locate files or folders, you can use the search function. To search, you can either click the Search button on the toolbar, select Search from the View menu, press Ctrl+F, or right click in the upper right-hand panel and select Search from the pop-up menu. The search dialog will then appear.

Search Dialog

The search dialog prompts you to enter a search string in the project or folder in which you would like to search. By default, the currently selected project or folder is listed. If you leave the Look In field blank, it will search all projects.

Other options allow you to include sub-folders in your search, and to match the search string to filenames, descriptions, and URLs. You can also match case in your search by selecting the Case Sensitive option.

In ERES, you can limit the open and insert dialogs in Organizer, Report Designer, and Chart Designer by adding a parameter to the Organizer. If launching the Organizer through the Java Web Start Launcher, edit /ERESOrganizer.jnlp and add the following line:

<argument>-BrowseRootDir:<Directory></argument>
        

For instance, the follow limits the browse directory to the ERES root directory located under C:\ERES

<argument>-BrowseRootDir:C:\ERES</argument>
        

If starting the Organizer using the bat file, edit ERESOrganizer.bat and add the following option at the end of the command.

... quadbase.reportorganizer.manager.OrganizerClient -BrowseRootDir:<Directory>