Wiki versago

Enter License Info

anonymous@undisclosed.example.com (Anonymous) — Thu, 03 Sep 2020 14:58:58 +0000

Enter License Info Click on the “About” link in the Admin Console to begin. * Enter the B1 Installation ID * Click Save

Accessing the Versago Setup Function

anonymous@undisclosed.example.com (Anonymous) — Thu, 19 Nov 2020 11:42:35 +0000

Accessing the Versago Setup Function There may be situations where you need to return to the setup function. * To start the following process manually, use the URL . Be sure to use the port number specified during the installation process. * To start the following process manually for SSL installations, use the

Introduction (Admin Console)

anonymous@undisclosed.example.com (Anonymous) — Fri, 04 Sep 2020 12:02:37 +0000

Introduction (Admin Console) These pages describe the Versago Administration console page. Details for some functions are found in other pages where the content is more extensive. Ad blocking extensions or add-ons installed in your browser may affect some functions within the Administration Console. Disable such extensions for the Versago

Versago Archive

anonymous@undisclosed.example.com (Anonymous) — Thu, 19 Nov 2020 11:34:23 +0000

Versago Archive The archive contains wiki articles related to older versions of Versago Starting Versago with a Simple URL This adjustment should not be required beginning with v2.3. When Versago is installed, the path to the home page must be explicitly stated. For example, in Versago v2 the path that must be entered is:

Calculated Fields

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 09:45:54 +0000

Calculated Fields Calculated fields in a report are used to perform operations on existing columns so that the “calculation” does not need to be done in the SQL selection code. “Calculations” can be done on numbers, dates, and text. The following chart shows the functions that are currently available. Users familiar with SQL will recognize the format of most of the operators and functions.

Introduction (Calendar Reports Configuration)

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 13:36:18 +0000

Introduction (Calendar Reports Configuration) Versago calendar reports are a special type of report that allows date-focused reporting in a calendar format. This document describes the specific elements of configuring a report for calendar presentation.

Changing Report Column Order

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 09:23:05 +0000

Changing Report Column Order When a Versago report is created the order of the columns reflects the sequence of values in the data selection process (SQL Select, B1 Saved Query, Stored Procedure). However, it may be necessary to change the column order for presentation purposes.

Introduction (Charts)

anonymous@undisclosed.example.com (Anonymous) — Tue, 22 Sep 2020 13:01:01 +0000

Introduction (Charts) This document describes how to present Versago report information in a variety of graphic formats (charts). Audience This document is intended for Versago administrators. End-users do not have access to this function. Related Documents

versago:charts_configuration

anonymous@undisclosed.example.com (Anonymous) — Fri, 01 Feb 2019 08:35:23 +0000

charts_configuration

Clone a Form

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 12:29:18 +0000

Clone a Form “Cloning” a form is a way to quickly make a copy of an existing form. The new form will have a new name & ID and will use the same database tables as the original. Keep in mind that once the new form has been created it will not have any connection to the original. Therefore, if you make a change in the original you may also need to make the same change in any cloned version.

Using the Color Picker

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 14:00:31 +0000

Using the Color Picker The Color Picker Tool is used to identify specific colors to be used at various places in Versago. The tool works in the same way no matter where it is used. A color can be selected in two ways. First, it can be defined directly using the standard Hex Color code. The value can be entered directly in the area marked

Configuring Crystal Reports for Versago and Bizweaver

anonymous@undisclosed.example.com (Anonymous) — Wed, 10 Feb 2021 17:45:15 +0000

Configuring Crystal Reports for Versago and Bizweaver SQL Server When designing a Crystal Report that will use a SQL Server database as its data source, the report connection type must be OLE DB (ADO). This connection type has three options for the data provider:

Configuring Links

anonymous@undisclosed.example.com (Anonymous) — Thu, 23 Jul 2020 11:42:45 +0000

Configuring Links General Notes A link can be created on an existing column or a new column. Keep the following in mind when determining which type of link to use. * If the action is associated with a specific column in the main record, that value should be used for the link. This makes it easier for the user to understand the relationship of the action to the main record. For example, the main report might be a list of customer orders. The action is a report of details about a specific ord…

Control Properties

anonymous@undisclosed.example.com (Anonymous) — Tue, 16 Jun 2020 10:08:37 +0000

Control Properties Each form control has a set of properties that define how it functions. The properties may change based on the type of control, but there are some basic properties that are used by all controls. * The properties page is always displayed when a control is first added to a form. Known changes can be added at this time. To modify the properties later, click the Edit link on a control to access its properties page.

Control Types

anonymous@undisclosed.example.com (Anonymous) — Tue, 16 Jun 2020 10:36:07 +0000

Control Types There are nine control types available for use. Section Title The Section Title control is used as a divider between logical sections of a form. The use of section titles is not required but they can help the user focus on groups of associated elements.

Creating a Basic Standard Form

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 10:48:27 +0000

Creating a Basic Standard Form The following steps illustrate the process of creating a basic standard Versago (v2) form. It uses the application to create the underlying database table and includes examples of various types of controls. Define New Form Information

Creating a Header/Detail Form

anonymous@undisclosed.example.com (Anonymous) — Thu, 14 Nov 2019 14:44:54 +0000

Creating a Header/Detail Form A Header/Detail form is created in much the same manner as a Standard form. The primary differences are 1) there is an additional table for the detail section of the form and 2) the configuration of the detail section is done using a special kind of control.

Create Versago Database for Forms

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 13:10:44 +0000

Create Versago Database for Forms Third Wave recommends that a separate database be created for use with Versago Forms. The default name for this database is “VersagoData” but it can be named anything that is appropriate for your environment. Creation of this database is typically done by an administrator that has access to SQL Server Management Studio.

Create a New Form

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 12:07:01 +0000

Create a New Form * Click on the Forms (v2) link in the Admin console to begin. Form Setup/Form Details When a new form is created the starting point is the Form Setup page. This page is also used as needed when maintaining an existing form to update some information.

Crystal Reports in Versago and Bizweaver

anonymous@undisclosed.example.com (Anonymous) — Tue, 15 Sep 2020 15:57:41 +0000

Crystal Reports in Versago and Bizweaver Versago Crystal Reports The following queries will show Crystal reports deployed in Versago. They should be run against the Versago Common database. -- Links to Crystal from Reports select a.ReportName, b.ActionName, b.ActionDestination from TWBS_WS_ORPT a inner join TWBS_WS_ORACT b on a.ReportID =b.ReportID where b.ActionType = 3 -- Reports based on Crystal select ReportName, ReportDataSource from TWBS_WS_ORPT where ReportDataSourceType…

Introduction (Custom Menus)

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 11:36:59 +0000

Introduction (Custom Menus) This document describes the steps to configure custom menus in Versago. Related Documents The following documents contain additional information that may be helpful with understanding these processes. * Roles, Profiles, and Users Setup Special Terminology

Introduction (Dashboards)

anonymous@undisclosed.example.com (Anonymous) — Fri, 26 Jun 2020 14:56:59 +0000

Introduction (Dashboards) Versago Dashboards provide a way to display information from multiple Versago sources in a single web page. Grids (standard report output) and charts can be displayed. There are also options for a “gauge” presentation and for custom

Introduction (Database Connections)

anonymous@undisclosed.example.com (Anonymous) — Tue, 08 Sep 2020 09:21:52 +0000

Introduction (Database Connections) This document describes the steps to create database connections to allow Versago to retrieve information for reporting and save information captured in Versago forms. Special Terminology * Some images may refer to “Company” in database connections. This is an older term for database connections and can be used interchangeably.

Database Connection Information

anonymous@undisclosed.example.com (Anonymous) — Tue, 28 Jul 2020 14:16:58 +0000

Database Connection Information A specific port (logical connection) is used when Versago connects to a database. The port used will vary depending on the database and your local environment. In addition to defining the port correctly in the Versago database configuration, you also need to be sure the port is not blocked by your network firewall.

Formula Basics

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 10:56:17 +0000

Formula Basics Formulas are managed in individual form controls. There are two types of formulas. Calculation formulas are used to place the results of a computation using values in two (or more) other controls. Fixed values can also be used in control-level calculations.

Defining KPIs

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 09:41:43 +0000

Defining KPIs Key Performance Indicators (KPIs) are a simple visual cue when values are in, or out of, certain boundaries. KPIs can be defined for any numeric value in a Versago report. The following example illustrates KPI settings for all possible data ranges. In practice, this is not required or desired. The concept of a KPI is to highlight certain value ranges so that they are obvious to the user. Therefore, one or two KPI values will probably work better to highlight these special conditi…

Display Tab Versions 2.3 and lower

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 11:10:28 +0000

Display Tab Versions 2.3 and lower * The Visible checkbox indicates if the column is to be displayed in the report. When the checkbox is selected (the default) the column is displayed. Use of this setting is helpful when you have columns that are used for filtering and linking but do not need to be displayed.

Display Tab Versions 2.4 and Higher

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 13:35:49 +0000

Display Tab Versions 2.4 and Higher The “Display” page is used to define which columns are displayed in the report, the order the fields are displayed, and to set various display options. [Display tab v2.4] * The Visible checkbox indicates if the column is to be displayed in the report. When the checkbox is selected (the default) the column is displayed. Use of this setting is helpful when you have columns that are used for filtering and linking but do not need to be displayed.

Introduction (Email and Password Configuration)

anonymous@undisclosed.example.com (Anonymous) — Tue, 08 Sep 2020 09:08:26 +0000

Introduction (Email and Password Configuration) This page describes the steps to configure email and password settings in Versago. Email settings will be needed for the Password Reset configuration. Email Settings The Email Settings function is used to configure a connection to an SMTP (email) server. This allows Versago to send password recovery messages and email report information within the application.

Reports

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 10:52:07 +0000

This page provides help for using the Versago application. Reports Reports are primarily the information display component of Versago. Some special reports are used to select multiple records for processing as well. Tools available in reports Various tools are available in reports to aid in finding the information you need.

Forms Home

anonymous@undisclosed.example.com (Anonymous) — Mon, 27 Jul 2020 11:03:33 +0000

Forms Home This document describes the steps to configure Versago forms using the latest version form configuration tool, Forms (v2). The reader will find it helpful to read this documentation in its entirety as the configuration for v2 forms is considerably different from v1 forms provided in previous versions of Versago.

Layout Basics

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 12:18:36 +0000

Layout Basics The basic form layout process consists of adding rows to the form and then placing “controls” in the rows. See the section to understand how rows can be used and the section to understand how controls are defined in the form. Layout Area

Banners

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Jan 2021 13:36:16 +0000

Banners News & Announcements APIs & Links Drag and drop an API to enable or disable. The Link & Resources API is the only one available at this time to add additional links. Click the set up icon to access the configuration screen.

Using Images in Versago Reports and Forms

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jul 2020 13:23:01 +0000

Using Images in Versago Reports and Forms The following image formats are supported. * PNG (preferred) * JPG * GIF * BMP (not recommended) Each image must be provided in four (4) sizes. * 45 x 45 for thumbnail image * 65 x 65 for thumbnail image

Versago Installation/Upgrade

anonymous@undisclosed.example.com (Anonymous) — Fri, 04 Sep 2020 12:08:34 +0000

Versago Installation/Upgrade The processes to install and upgrade Versago are described in the pages linked below. Environment and Security * Versago Environment Requirements * Application Security Installing Versago * Installation Instructions Upgrading Versago * Upgrade Instructions Removing Versago Uninstall Versago via the standard Windows uninstall process in “Programs and Features” in Control Panel.

Invoking a Bizweaver Workflow Using POST

anonymous@undisclosed.example.com (Anonymous) — Thu, 02 Apr 2020 14:58:30 +0000

Invoking a Bizweaver Workflow Using POST Each standard button is a unique control. If a Bizweaver workflow needs to be invoked from the Save & Close and Save & New buttons, each button must be configured separately; even if the exact same call is being made.

Deficiencies

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 13:12:23 +0000

This page describes known deficiencies (bugs) in Versago release 2.3 (build 2.3.9). Deficiencies * None at this time

Link Conditions

anonymous@undisclosed.example.com (Anonymous) — Wed, 08 Jan 2020 10:48:06 +0000

Link Conditions Link Conditions are used to control how, and when, an action is executed. Examples might include: * Open a list of open invoices sub-report only if the customer’s account balance is not zero. * Open a URL only if the UPS tracking number value is not blank. Otherwise, take no action. Conversely, use a different

Adding Controls

anonymous@undisclosed.example.com (Anonymous) — Thu, 01 Aug 2019 12:23:40 +0000

Adding Controls There are two methods to add controls to a form; by data element or by control type. Data Element Method The most common method is by data element. Adding a data element will automatically use the appropriate type of control. * Select the desired data element in the “Database Fields” list, drag it to the desired position (column in a row) , and drop it there.

Introduction (Migration Assistant)

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 13:59:52 +0000

Introduction (Migration Assistant) This document describes the steps for exporting Versago objects (reports, forms, etc.) from a Versago instance and importing them back into a Versago instance. Audience This document is intended for Versago administrators. End-users do not have access to this function.

Multi-Select Database Table Structure Details

anonymous@undisclosed.example.com (Anonymous) — Fri, 20 Sep 2019 09:58:21 +0000

Multi-Select Database Table Structure Details Column Name Type and SizeNotes User columns from initial setup appear first vgo_PaymentDate

Introduction (Payments)

anonymous@undisclosed.example.com (Anonymous) — Wed, 04 Nov 2020 11:19:50 +0000

Introduction (Payments) This document describes the steps to configure Versago to accept credit card and eCheck payments. It also describes the reports available to provide traceability for Versago Payments processing. Related Pages The following pages contain additional information that may be helpful with understanding these processes.

Record Submission Setup

anonymous@undisclosed.example.com (Anonymous) — Thu, 19 Sep 2019 14:38:04 +0000

Record Submission Setup Record submission setup consists of three parts: Selection Screen setup, Confirmation Screen setup, and database information. Selection Screen The Selection Screen setup defines what the users sees on the Report page where they select the items for submission. Click the [

Introduction (Record Submission)

anonymous@undisclosed.example.com (Anonymous) — Wed, 13 Nov 2019 13:45:07 +0000

Introduction (Record Submission) Versago record submission reports are a special type of report that allows users to select records from a list for additional processing. An example would be enabling a user to select which service calls they want to close from a report (or list) of service calls. Another example would be enabling a user to select which purchase requests they’re approving to become purchase orders. A tool like Bizweaver can then be used to carry out the processing, i.e. close th…

Versago Release Notes

anonymous@undisclosed.example.com (Anonymous) — Wed, 26 Jan 2022 13:17:38 +0000

Versago Release Notes Version - 2.5, Build 2.5.7 Release notes are cumulative for all builds of v2.5 * New Features * VGO-2171 - Autocomplete has been disabled in password elements. However, the setting may be ignored by the browser. * Improvements

Renaming Versago Databases

anonymous@undisclosed.example.com (Anonymous) — Tue, 26 May 2020 14:32:20 +0000

Renaming Versago Databases Once a database has been used with Versago, the database name can be changed, but it will take some effort. The databses cannot simply be renamed in SQL as there are internal references in the application that must be updated as well. The process will require a complete reinstallation of Versago, so this situation should be avoided if at all possible.

Introduction (Reports Configuration)

anonymous@undisclosed.example.com (Anonymous) — Tue, 01 Dec 2020 12:32:14 +0000

Introduction (Reports Configuration) This page describes the steps for developing Versago reports. Related Documents The following pages contain additional information that may be helpful with understanding these processes. * Administration Console * Database Connections * Roles, Profiles & Users Setup * Calendar Reports Configuration Guide *

Report Data Source Types

anonymous@undisclosed.example.com (Anonymous) — Tue, 01 Dec 2020 12:39:11 +0000

Report Data Source Types Report Data Source Types are the mechanisms that can be used to obtain desired data from a database. Only one method (object type) can be selected for a report. SQL Select The SQL Select method is the most commonly used option. When it is selected, a text box is presented where standard SQL script can be entered. The script can be entered manually or pasted from another source such as SQL Server Management Studio.

Introduction (Roles, Profiles, Users)

anonymous@undisclosed.example.com (Anonymous) — Fri, 23 Oct 2020 09:21:31 +0000

Introduction (Roles, Profiles, Users) This document describes the steps for defining and maintaining Roles, Profiles, and Users in Versago. Related Pages The following pages contain additional information that may be helpful with understanding these processes.

System

anonymous@undisclosed.example.com (Anonymous) — Fri, 20 Sep 2019 15:18:08 +0000

System The System administration function is used to configure several values that are used across the application. Configuration is described here. Databases The Databases administration function is described here. Password The Password administration function is described

Using Signatures from Versago in Crystal Reports

anonymous@undisclosed.example.com (Anonymous) — Fri, 31 Jul 2020 13:23:35 +0000

Using Signatures from Versago in Crystal Reports Signatures captured via a Versago form treated as a .png image. The image information is stored in the database as part of the form data record. To use the signature image the data must be converted in a way that can be used by Crystal Reports. Once this conversion is completed the resulting image can be used in a Crystal Report for presentation.

Site Theme

anonymous@undisclosed.example.com (Anonymous) — Thu, 27 Aug 2020 15:27:45 +0000

Site Theme * Changes to the logo and theme color are automatically displayed in the lower section of the page as changes are made. * Changes to the logo and theme color will be displayed to users the next time they log into Versago. Logo *

SSL Certificates

anonymous@undisclosed.example.com (Anonymous) — Tue, 01 Sep 2020 12:48:05 +0000

SSL Certificates SSL certificates are purchased by your company. There are several companies that can provide them. The first point of contact is probably the company where your domain is registered. Major providers of SSL certificates include: *

Standard Buttons

anonymous@undisclosed.example.com (Anonymous) — Fri, 01 May 2020 11:27:39 +0000

Standard Buttons There are five standard buttons that are components of a standard form. * Save and Close attempts to save the form information to the database. * If the “save” process is successful, a “success” message is displayed, the form page is closed, and the user is returned to the Versago home page.

Supported Browser Platforms

anonymous@undisclosed.example.com (Anonymous) — Tue, 01 Sep 2020 14:57:53 +0000

Supported Browser Platforms The following platforms are supported for Versago clients. Other platforms/browsers may work as well, but are not tested nor directly supported. Other browsers that are known to work are Opera and Brave. Noted browsers are tested on the most current version.

Session Timeout

anonymous@undisclosed.example.com (Anonymous) — Tue, 08 Sep 2020 08:44:07 +0000

The System administration function is used to configure four sets of values. * Session Timeout * Time Zone * Report * Bizweaver Token * File Upload Session Timeout Session timeout values define how long a user’s session can be inactive before the session is automatically closed. This is done to help maintain the security of the Versago application.

Versago & Bizweaver Templates

anonymous@undisclosed.example.com (Anonymous) — Tue, 24 May 2022 15:03:47 +0000

Versago & Bizweaver Templates The Versago & Bizweaver Templates provide a variety of pre-configured Reports, Forms and Workflows that can greatly accelerate the implementation of Versago (VGO) and Bizweaver (BW). There are two versions of the templates that can be downloaded from the customer portal:

Additional Tools

anonymous@undisclosed.example.com (Anonymous) — Mon, 04 Feb 2019 11:00:07 +0000

Additional Tools * Color Picker

Changing A Database Connection Record

anonymous@undisclosed.example.com (Anonymous) — Tue, 08 Sep 2020 09:16:25 +0000

Changing A Database Connection Record Before you begin: This process requires access to the SQL Server Management Studio application and a knowledge of T-SQL commands. Contact Third Wave support at if you are not comfortable with the following instructions.

Environment Installation & Upgrade

anonymous@undisclosed.example.com (Anonymous) — Tue, 24 May 2022 15:04:30 +0000

Environment Installation & Upgrade * Versago Environment Requirements * Supported Browser Platforms * Application Security * SSL Certificates * Installation and Upgrade Instructions * Installation Instructions * Upgrade Instructions * Release Notes Administration and Configuration * Administration Console * Site Theme * Dynamic Content * Reports, Charts, Calendars * Dashboards * Forms (v2) * Menus * Home Page * User Setup * Settings …

Application Security

anonymous@undisclosed.example.com (Anonymous) — Tue, 15 Sep 2020 14:49:00 +0000

Application Security The following security measures must be implemented in order to secure Versago's operation. HTTPS HTTPS with SSL is mandatory for Versago. The Versago website requires the use of the SSL option. In order to use this option effectively you will need to acquire an

Versago Custom Procedures

anonymous@undisclosed.example.com (Anonymous) — Wed, 12 Jul 2023 14:15:14 +0000

Versago Custom Procedures There are two custom procedures available for use. These procedures are automatically created when a new form is created. The vGo_CustomPreExecute procedure is executed before data is committed to the database from a Versago form. It is most commonly used for data validation prior to posting of the data.

Versago Environment Requirements

anonymous@undisclosed.example.com (Anonymous) — Wed, 22 Mar 2023 10:12:46 +0000

Versago Environment Requirements Review the following requirements for your Versago environment. Server Hardware Requirements The following information represents a general guideline for minimum hardware requirements. They should be adequate for most Versago installations. However, it may be necessary to increase CPU and RAM in larger installations.

Installation Preparation

anonymous@undisclosed.example.com (Anonymous) — Mon, 26 Aug 2024 14:12:32 +0000

Installation Preparation Database Requirements Versago stores configuration and other related data in a Microsoft SQL Server database. No other databases for storing configuration information are supported at this time. The database can be created in an existing SQL Server instance or a new instance can be created.

Versago Upgrade

anonymous@undisclosed.example.com (Anonymous) — Mon, 08 Feb 2021 13:35:42 +0000

Versago Upgrade Upgrade Preparation Important Notifications Please review Versago's new Application Security requirements for version 2.5.6 and later Do not use Microsoft Internet Explorer (IE) for the Versago installation process. IE is not longer supported for Versago. Download Chrome, Firefox, or any other HTML5-compatible browser and set it as the default on your Versago server.

IIS Configuration

anonymous@undisclosed.example.com (Anonymous) — Mon, 14 Dec 2020 17:02:40 +0000

IIS Configuration IIS is configured in the Windows Server Manager application. It is configured in the IIS (WebServer) role. There are a number of elements to the configuration. Many of the are selected automatically when you activate the IIS role and some need to be selected manually. The following images illustrate that setting that must be enabled for Versago and Bizweaver. Your IIS page may differ slightly from this illustration depending on the version of Windows & IIS being used. In…