Most of the Organizer functions can be controlled using the drop-down menus located at the top of the Application window.

The toolbar at the top of the Organizer window offers easy access to some of the most commonly used features. The buttons perform the following functions:

To insert a sub-folder into your 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, right-click in the left-hand pane and select New Folder from the pop-up menu, or press Ctrl+F. A node labeled new folder will appear under the currently selected project or folder.

Edit Project/Folder Dialog

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.

To add a file, first select the folder or your 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.

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.

Each file type can be easily identified by its icon. You can see these icons next to file names in Organizer and all dialogs in ERES designers where you need to select some file.

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.

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.