Seagate Info™ Desktop User's Guide

Seagate Info
Desktop User’s Guide
Seagate Software, Inc.
840 Cambie Street
Vancouver, B.C., Canada V6B 4J2

© 1998-1999 (manual and software) Seagate Software, Inc. All Rights
Reserved.
Seagate Software, Seagate, and the Seagate logo are registered
trademarks of Seagate Technology, Inc., or one of its subsidiaries. Seagate
Crystal Reports, Seagate Crystal Info, Seagate Info, the Seagate Crystal
Reports logo, and Smart Navigation are trademarks or registered
trademarks of Seagate Software, Inc. All other product names referenced
are believed to be the registered trademarks of their respective
companies.
Manual written by:
Elucidex
655 Stuart Road
Bellingham, WA 98226
http://www.elucidex.com/
1992-1999
Rev. B

C O N T E N T S
Chapter 1 Introduction
Overview - Info Desktop ........................................................................... 2
New Features of Seagate Info .................................................................... 3
Open OLAP .................................................................................................... 3
Archival feature for instances .......................................................................... 4
Report packages .............................................................................................. 4
Seamless Object Creation ............................................................................... 4
Info Desktop for Outlook ................................................................................ 5
Info Worksheet ............................................................................................... 5
Chapter 2 Getting to know the Info Desktop
Info Desktop Main Screen ......................................................................... 8
Menu Bar ........................................................................................................ 8
Toolbar ......................................................................................................... 10
Folder Tree ................................................................................................... 11
Job Information list box ................................................................................. 12
Shortcut menus ............................................................................................. 14
The Offline Desktop ...................................................................................... 14
HANDS-ON (Getting to know the Info Desktop) .................................... 15
How to connect to an Info APS/APS Cluster .................................................. 15
How to disconnect from an Info APS/APS Cluster ......................................... 16
How to add/delete an Info APS/APS Cluster from those currently available ... 16
HANDS-ON (Offline Desktop) ................................................................ 17
How to create an offline store ....................................................................... 17
How to add an instance to an offline store .................................................... 19
Chapter 3 Adding Info Objects
Overview - Folders .................................................................................. 22
HANDS-ON (Folders) .............................................................................. 23
How to add a folder/subfolder to the Info Desktop ........................................ 23
How to set/change security settings for a folder ............................................. 24
How to remove a public/private folder from the Info Desktop ....................... 25
How to modify folder properties ................................................................... 26
i

HANDS-ON (Objects) ............................................................................. 27
How to add a report to a folder ..................................................................... 27
How to add a query to a folder ..................................................................... 28
How to add a program to a folder ................................................................. 29
How to add a report package ........................................................................ 31
How to create a Table of Contents report ...................................................... 33
How to create an Open Cube ....................................................................... 34
How to import cubes from other computers .................................................. 36
How to import cubes produced in Seagate Holos ......................................... 39
How to run a Holos application from the Info Desktop ................................. 41
How to remove an object from the Info Desktop .......................................... 43
HANDS-ON (Object Properties) ............................................................. 43
How to modify object properties .................................................................. 43
Chapter 4 Scheduling Info Objects
Overview - Scheduling ............................................................................ 50
HANDS-ON (Scheduling) ........................................................................ 54
How to schedule an object for immediate processing ................................... 54
How to specify an output format for an object .............................................. 55
How to specify an output destination ............................................................ 56
How to schedule an object to process at a specific date/time ........................ 57
How to schedule an object for recurring processing ..................................... 60
How to choose a specific Info Server for processing ..................................... 62
How to choose Info Server classes/groups for processing .............................. 63
How to set the scheduling restrictions for an object ...................................... 64
How to send notification that an instance has succeeded/failed .................... 66
How to notify the Event Log if an instance succeeds/fails .............................. 68
How to schedule a report generated from a text file ...................................... 69
How to schedule reports using a calendar .................................................... 69
How to set object dependencies ................................................................... 70
How to trigger an event to be set/reset .......................................................... 74
How to schedule an object dependent on an event being set ........................ 76
How to hold a scheduled instance ................................................................ 77
How to release an on hold instance .............................................................. 78
How to stop a scheduled instance ................................................................ 79
How to delete an instance ............................................................................ 79
How to set object limits ................................................................................ 80
ii

How to retrieve archived instances ............................................................... 81
How to modify a prompting variable ............................................................ 82
How to modify a selection formula ............................................................... 83
How to test database connectivity before processing .................................... 84
How to push a report to an Info Channel ...................................................... 85
How to view the output from a report/query ................................................. 87
How to schedule a report package ................................................................ 88
How to view a report package instance ........................................................ 89
Chapter 5 Viewing Info Objects in the Worksheet
Overview - Info Worksheet ..................................................................... 92
How do I start the Info Worksheet? ............................................................... 92
Example: Which product has made the most profit this year? ........................ 93
The Info Worksheet window ......................................................................... 98
Menu Commands .................................................................................. 104
File Menu commands ................................................................................. 104
Edit Menu commands ................................................................................. 105
View Menu commands ............................................................................... 105
Format Menu .............................................................................................. 106
Data Menu commands ................................................................................ 107
Tools Menu commands ............................................................................... 107
Window Menu commands .......................................................................... 108
Help Menu commands ............................................................................... 108
The Info Worksheet Toolbar ........................................................................ 109
Shortcut menus ........................................................................................... 109
How to open the Info Worksheet ................................................................ 112
How to save a view of the Info Worksheet .................................................. 112
How to open a different view ...................................................................... 113
How to resize columns ............................................................................... 114
How to show or hide extra tooltips ............................................................. 116
How to show or hide Field Selector buttons ................................................ 117
How to show or hide field information ....................................................... 118
How to show or hide the Info Worksheet grid ............................................. 118
How to show row and column totals .......................................................... 119
Re-orienting the Info Worksheet ........................................................... 127
How to re-orient the Info Worksheet ........................................................... 128
iii

Selecting fields for display ..................................................................... 130
How to show or hide fields using the Field Selector .................................... 134
How to change the paged dimension fields ................................................ 136
How to show or hide fields quickly ............................................................ 137
Calculations .......................................................................................... 138
How to add a calculation ........................................................................... 138
How to edit a calculation ........................................................................... 142
How to delete a calculation ........................................................................ 142
Formatting the display using attributes ................................................. 143
How to set color attributes for the whole Info Worksheet ............................ 148
How to set color attributes for specific columns or rows ............................. 149
How to define a new condition .................................................................. 150
How to delete a condition .......................................................................... 152
How to manage two conditions that reference the same cells ..................... 152
How to show best and worst performers ..................................................... 156
How to use advanced number, font and color attributes ............................. 158
Charting ................................................................................................ 164
How to show data in a chart ....................................................................... 167
How to show a chart in a different area of the display ................................ 169
How to display a different type of chart ...................................................... 169
How to set a chart back to the default style ................................................. 171
How to set a new default style .................................................................... 171
How to manage chart templates ................................................................. 172
How to customize the chart axes ................................................................ 174
How to customize chart titles and labels ..................................................... 177
How to fully customize a chart using Seagate Charts .................................. 180
How to drill up and down hierarchies in a chart ......................................... 181
Sorting fields in the display ................................................................... 182
How to sort on a dimension ........................................................................ 185
How to sort on a field ................................................................................. 186
How to alter or remove a sort ..................................................................... 187
Excluding fields from the display ........................................................... 188
How to exclude fields from a dimension ..................................................... 190
How to exclude columns/rows for a field .................................................... 191
How to specify an exclude for all Worksheet views .................................... 192
How to edit or remove an exclude .............................................................. 193
iv

Displaying top and bottom values ......................................................... 194
How to display top/bottom values for a field ............................................... 195
How to display top/bottom values using Pareto analysis ............................. 197
How to edit or remove a top/bottom filter ................................................... 199
Exporting data from the Info Worksheet ............................................... 199
How to save Info Worksheet data to a spreadsheet file ................................ 199
How to paste Info Worksheet data into other applications .......................... 201
Printing .................................................................................................. 203
How to set up the printer or choose another printer .................................... 203
How to set the printing options and print the data ....................................... 203
Creating reports .................................................................................... 207
How to create a report ................................................................................ 207
Overview - Info Worksheet for Java ...................................................... 207
How do I start the Info Worksheet for Java? ................................................. 208
Example: Which product has made the most profit this year? ...................... 209
The Info Worksheet for Java window .......................................................... 213
Menu Bar ............................................................................................... 219
File Menu Commands ................................................................................. 219
Edit Menu Commands ................................................................................. 219
Filter Menu ................................................................................................. 220
Charting Menu Commands ......................................................................... 220
The Info Worksheet for Java toolbar ............................................................ 220
How to open the Info Worksheet for Java .................................................... 221
How to save a view of the Info Worksheet for Java ..................................... 222
How to open a different view ...................................................................... 222
How to resize columns ............................................................................... 223
Changing the look of the display ........................................................... 223
How to select different display styles .......................................................... 224
How to show or hide dimension buttons ..................................................... 225
Re-orienting the Info Worksheet for Java .............................................. 226
How to re-orient the Info Worksheet for Java .............................................. 226
Selecting fields for display ..................................................................... 229
How to show or hide fields ......................................................................... 232
How to change the paged dimension fields ................................................. 234
v

Formatting the display ........................................................................... 235
How to format the whole Java Worksheet display ....................................... 240
How to format specific columns or rows ..................................................... 241
How to define a new range ......................................................................... 243
How to delete a range ................................................................................ 244
How to manage two ranges which reference the same cells ....................... 245
How to show best and worst performers ..................................................... 247
Charting ................................................................................................ 249
How to show data in a chart ....................................................................... 251
How to show your chart in a different area of the display ........................... 253
How to display a different type of chart ...................................................... 254
How to customize the chart titles ................................................................ 255
How to use graduated fill colors ................................................................. 257
How to customize the chart axes ................................................................ 258
How to customize the chart grid lines and ticks .......................................... 264
How to display data values on charts .......................................................... 266
How to customize pie charts ...................................................................... 267
Sorting fields in the display ................................................................... 271
How to sort on a dimension ........................................................................ 273
How to sort on a field ................................................................................. 274
How to alter or remove a sort ..................................................................... 275
Excluding fields from the display ........................................................... 276
How to exclude columns/rows for a field .................................................... 277
How to edit or remove an exclude .............................................................. 279
Printing ................................................................................................. 279
How to print the Worksheet data ................................................................ 279
Chapter 6 Integrated Desktops
Overview - WebAccess Desktops .......................................................... 282
Differences between the Info Desktop and WebAccess desktops ................ 282
WebAccess Main Pages .............................................................................. 283
Overview - Info Channel ....................................................................... 288
vi

Overview - The Info Desktop for Outlook ............................................. 288
HANDS-ON (WebAccess Desktops) ...................................................... 288
How to establish a connection to the WebAccess desktops ......................... 288
How to schedule an object for immediate processing ................................. 291
How to schedule an object to process at a specific date/time ...................... 292
How to schedule an object for recurring processing .................................... 293
How to specify an output format for a report object .................................... 294
How to specify an output destination for a report object ............................. 295
How to view an object ................................................................................ 296
How to hold a scheduled instance .............................................................. 297
How to stop a scheduled object .................................................................. 298
How to delete a report instance .................................................................. 299
How to set instance limits ........................................................................... 299
How to retrieve archived instances ............................................................. 300
How to view the properties of an instance .................................................. 301
How to change the password (Info Desktop for Java) .................................. 301
How to customize the WebAccess desktops ............................................... 302
HANDS-ON (Info Channel) ................................................................... 306
How to establish a connection to the Info Channel ..................................... 306
How to push all instances of a report to an Info Channel ............................ 310
HANDS-ON (The Info Desktop for Outlook) ........................................ 310
How to set up the Info Outlook Server ........................................................ 310
How to set up the Info Desktop for Outlook ................................................ 311
How to configure the Desktop for multiple Info APS connections ............... 312
How to navigate the Info Desktop for Outlook ............................................ 313
Chapter 7 Info Viewers
Overview - Info Viewers ....................................................................... 316
Info Viewer for ActiveX (WebAccess) .......................................................... 317
Info Viewer for Java (WebAccess) ............................................................... 318
Info Viewer for HTML (WebAccess) ............................................................ 319
Info Analyzer (Info Desktop) ....................................................................... 320
Info Viewer (Info Desktop) .......................................................................... 321
vii

Chapter 8 Prompting Variable Pick Lists
Overview - Prompting Variable Pick Lists ............................................. 324
HANDS-ON (Prompting Variable Pick Lists) ......................................... 324
How to create a prompting variable pick list ............................................... 324
How to add a pick list to the Set Prompting Values dialog box ................... 326
How to use the prompting variable pick list ................................................ 328
Appendix A Product Support
Product support .......................................................................................... 330
Web support ............................................................................................... 330
E-mail support ............................................................................................ 331
Fax support ................................................................................................. 331
Technical support ....................................................................................... 332
Knowledge Link .......................................................................................... 333
Product registration ..................................................................................... 334
Product return policy .................................................................................. 334
Product replacement policy ........................................................................ 335
Appendix B Seagate Software International Office Directory
North/South American Head Office ..................................................... 338
Canada ....................................................................................................... 338
USA and Latin America ......................................................................... 339
Asia/Pacific Offices ............................................................................... 339
Australia ..................................................................................................... 339
Hong Kong ................................................................................................. 340
Japan .......................................................................................................... 340
Singapore ................................................................................................... 341
Europe/Middle East/Africa Offices ........................................................ 341
United Kingdom - EMEA and Northern European Head Office ................... 341
Scotland ..................................................................................................... 342
Sweden ....................................................................................................... 343
Netherlands ................................................................................................ 344
Germany – Central European Head Office .................................................. 344
Switzerland ................................................................................................. 345
viii

France – Southern European Head Office ............................................. 346
Spain .......................................................................................................... 347
Italy ............................................................................................................ 347
South Africa Regional Office (Southern & Central Africa) ..................... 348
Middle East Regional Office (ME & Northern Africa) ............................ 349
Index
ix

1 Introduction
What you will find in this chapter...
Overview - Info Desktop, Page 2
New Features of Seagate Info, Page 3
Open OLAP, Page 3
Archival feature for instances, Page 4
Report packages, Page 4
Info Desktop for Outlook, Page 5
Info Worksheet, Page 5
Introduction 1

Overview - Info Desktop
The Info Desktop serves as an information hub. From that hub you can
create, schedule, organize, and analyze both reports and queries. You can
also schedule Windows and DOS programs, as well as batch files.
The Info Desktop is comprised of:
● The Folder Tree and Job Information list box for organizing objects
into a familiar, easy-to-understand system of folders similar to File
Manager, Windows Explorer, or e-mail. The Folder Tree and Job
Information list box also allow you to view reports, open thirdparty
applications, and run batch files. For more information, see
Folder Tree, Page 11, and Job Information list box, Page 12.
● The Info Report Designer, the leading application for accessing data
and designing reports.
● The Info SQL Designer for creating Structured Query Language
(SQL) queries which can be used when designing reports. For
more information on the Info Report Designer and Info SQL
Designer, see the Report Design Guide, Info Report Designer online
Help (CRW.HLP), and Info SQL Designer online Help (SQL.HLP).
● The Info Cube Designer for accessing OLAP data and creating
OLAP reports. For more information on the Info Cube Designer,
see the Cube Design Guide.
● The Info Worksheet, which allows you to view, as well as “slice and
dice” data from an OLAP cube. For more information on the Info
Worksheet, see the Viewing Info Objects in the Worksheet, Page 91.
● Info Viewers for ActiveX, Java, and HTML, designed for viewing
data via Page-On-Demand Technology and the Info Analyzer,
designed for viewing and analyzing existing data. For more
information on Info Viewers and the Info Analyzer, see Info
Viewers, Page 315, and Info Viewers online Help
(ANALYZER.HLP).
NOTE: Depending on your rights, some of these components may not be
available. Contact your Administrator for information on the components
available to you.
Once created, objects can be easily organized in the Info Desktop using a
system of folders. Within each folder, the program provides information
about scheduled requests including current status. Public folders are
displayed if you have the right to see them. For more customized
organization, the Info Desktop gives you the ability to create private
folders. You are the only one who can view items placed in a private
folder(s).
2 Seagate Info Desktop User’s Guide

Most importantly, the Info Desktop allows you to send requests to the
Info Automated Process Scheduler (Info APS). The Info APS is the
background scheduling engine that usually resides on a network server.
Your request tells the Info APS to schedule an object on one of the Info
Servers, a “workhorse” machine designated to do the actual processing.
You can specify which Info Server is to process an object, or leave those
decisions up to the Info APS.
Possible Info APS requests are:
● process a report,
● process a query,
● process a cube,
● execute an application, or
● execute a batch file.
All you need to do is specify when the final data is needed. For example,
you may need a report for a meeting that begins at 9:00 a.m. the next
morning. You can request that the report be processed and printed at 6:00
a.m. (allowing time for the report to be processed and time for review
before the meeting), and the Info APS takes care of sending the object to
be processed at the specified time.
NOTE: Info Desktop information can also be accessed through a web
browser by using the WebAccess desktop. For more information, see
Overview - WebAccess Desktops, Page 282.
The Info Desktop puts a remarkable amount of design, analysis, and
scheduling power into your hands in a convenient, easy-to-use interface.
New Features of Seagate Info
Open OLAP
Seagate Info isn’t limited to viewing and manipulating Seagate Info and
Holos OLAP cubes - the latest version of Seagate Info introduces the
concept of Open OLAP.
Open OLAP now makes it possible for you to view, analyze and report
on cubes generated by other OLAP systems.
Seagate Info accesses these other data providers via Open OLAP
Gateways. This Open OLAP technology greatly increases the versatility
of Seagate Info and its value to the organization.
Introduction 3

Archival feature for instances
Report packages
Seamless Object Creation
The Info Worksheet can currently read cubes from the following OLAP
Servers:
Hyperion Essbase
Microsoft SQL Server OLAP Services (OLE DB for OLAP)
Informix MetaCube Server
Seagate Holos and Info Cubes.
Open Cubes can be viewed, sliced and diced in the Worksheet just like an
Info Cube, and users can save their own views of the data. Because Open
Cubes reside on Servers outside of the Info system, they are treated as
static instances of a cube, and can not be scheduled within Info. However,
Cubes can still be designed and made available by “foreign” Servers in an
organization for reading by Info Worksheet users.
Now you can save room on your system by archiving less frequently used
instances. This works like the Info Desktop’s auto-delete feature, but
instead of deleting the instances, the program archives them to a storage
location you specify. The instances can be retrieved later, as needed.
Have you ever wanted to schedule a whole collection of related reports,
all at once? Well, now you can! The Info Desktop lets you package your
reports together in a Report Package object. You can also add a table of
contents report, quickly organizing your package. Then you can schedule
everything at once. The reports will also share parameter fields and
database login parameters.
Seagate Info now allows you to save objects directly from the Info Report
Designer and Info SQL Designer to the Info Desktop. You will no longer
have to save objects to disk and add them to your desktop using the
existing process for adding new reports and queries. For information on
saving objects directly to the Info Desktop please see the Report Design
Guide.
4 Seagate Info Desktop User’s Guide

Info Desktop for Outlook
Info Worksheet
Row and column
totals
Now you can access the Info Desktop as an Outlook client. You can
connect to an Info APS from within Outlook, and view your Desktop as
an Outlook folder. You can also open the appropriate Info Viewers for
your report, query, and Info OLAP instances directly from Outlook. All
you need in order to set up the Info Desktop for Outlook is a mail account
and a public folder owned by that mail account. The Info Outlook Server
will need to log on to mail in order to use the Exchange Server public
folders to communicate with the Info Desktop for Outlook client.
You can configure the Info Outlook Server to send an e-mail message to
other Info users. You could include the Info install in that message, and
then the users would be able to access the Info functionality without
needing to access an Info Sentinel.
The Info Worksheet now allows you to organize the display so the totals
fields from dimensions are clearly shown. You can display the totals as
straightforward values or as percentages.
Highlighting There is a new facility for managing attributes, called Highlighting. It
makes the process of defining ranges and creating traffic light reports a
straightforward process.
Charting You can now select different types of charts and customize them very
quickly with a new Format Chart dialog box. Settings like the ranges for
the axes, as well as labels, titles and footnotes can be altered very easily,
without having to use the Seagate Charts editor system.
Creating reports The Info Worksheet has a powerful new facility for creating Info Reports,
based on data shown in the display.
Introduction 5

6 Seagate Info Desktop User’s Guide

2 Getting to know
the Info Desktop
What you will find in this chapter...
Info Desktop Main Screen, Page 8
Menu Bar, Page 8
Toolbar, Page 10
Folder Tree, Page 11
Job Information list box, Page 12
Shortcut menus, Page 14
The Offline Desktop, Page 14
HANDS-ON (Getting to know the Info Desktop), Page 15
HANDS-ON (Offline Desktop), Page 17
Getting to know the Info Desktop 7

Info Desktop Main Screen
Menu Bar
● The Title Bar identifies the active Seagate Info component and
contains the standard Windows buttons.
● The Menu Bar, Page 8, appears just below the Title Bar.
● The Toolbar, Page 10, appears just below the Menu Bar.
● The Folder Tree, Page 11, occupies the left side of the main screen.
● The Job Information list box, Page 12, occupies the right side of the
main screen.
● The Status Bar appears at the bottom of the main screen.
The Menu Bar is the command center of the Info Desktop. Each option on
the Menu Bar activates a drop-down menu of commands grouped
according to function.
NOTE: Many commands are also available as a button on the toolbar. See
Toolbar, Page 10, for further information.
8 Seagate Info Desktop User’s Guide

File Menu
commands
Edit Menu
commands
View Menu
commands
Tools Menu
commands
Help Menu
commands
The File Menu includes commands that allow you to create new folders,
report objects, query objects, and program objects, import cube objects,
connect to or disconnect from an Info APS/APS Cluster, as well as add or
delete an Info APS/APS Cluster from the list of those currently available.
Additionally, the File Menu includes commands for printing, previewing
exporting, and downloading report instances. Search for File Menu
Commands Index in Info Desktop online Help.
The Edit Menu includes commands that allow you to schedule, hold,
release, stop, and delete objects. This menu also includes commands that
allow you to modify the options of scheduled objects, and change the
security for reports, queries, and cubes. Search for Edit Menu Commands
Index in Info Desktop online Help.
The View Menu includes commands that allow you to design existing
cube, report, and query objects, modify existing object properties and
security, and set an instance limit for objects. Additionally, the View
Menu includes commands for refreshing the Info Desktop and setting
channel options. Search for View Menu Commands Index in Info Desktop
online Help.
The Tools Menu includes commands that allow you to access the Info
Report Designer, Seagate Analysis, the Info SQL Designer, and the Info
Cube Designer. Additionally, the Tools Menu includes commands for
changing desktop options, as well as commands for changing your
password and creating offline stores. Search for Tools Menu Commands
Index in Info Desktop online Help.
The Help Menu includes commands that open the Info Desktop online
Help and the Seagate Software home page. It also includes a command
which gives you information about the version of the program you are
currently using. Search for Help Menu Commands Index in Info Desktop
online Help.
Getting to know the Info Desktop 9

Toolbar
Seagate Info groups several commonly used commands on a toolbar that
remains on-screen at all times. To activate a toolbar command, simply
click the corresponding button.
NOTE: When the cursor is placed over a toolbar button, the program
displays a Tool Tip with a brief description of what the button is used for.
Creates a new folder, report, query, or program object, as
well as imports an existing cube object. For an example, see
How to add a folder/subfolder to the Info Desktop, Page 23.
Opens the Info Report Designer.
Opens Seagate Analysis.
Opens the Info SQL Designer.
Opens the Info Cube Designer.
Opens the Schedule dialog box where you can schedule the
object highlighted in the Job Information list box. For an
example, see How to schedule an object for immediate processing,
Page 54.
Holds a scheduled job. For an example, see How to hold a
scheduled instance, Page 77.
Releases a scheduled job. For an example, see How to release
an on hold instance, Page 78.
Stops a scheduled job from running. For an example, see
How to stop a scheduled instance, Page 79.
Deletes the highlighted object/instance from the Info
Desktop. For an example, see How to remove an object from the
Info Desktop, Page 43.
10 Seagate Info Desktop User’s Guide

Folder Tree
Opens the Info Report Designer if you have a report object
highlighted. If you have a report instance highlighted:
● and the Page on demand from server check box toggled
off in the Desktop Options dialog box, the Info
Analyzer for reports opens.
● and the Page-On-Demand from server check box toggled
on in the Desktop Options dialog box, the Info Viewer
for reports opens (the Page-On-Demand from server
check box is toggled on by default).
● and a cube object highlighted, the Cube Designer
opens.
● and a cube instance highlighted, the Info Worksheet
opens.
Allows you to view and/or modify security settings for the
currently selected folder or object. For an example, see How
to set/change security settings for a folder, Page 24.
Allows you to view/modify properties for the currently
selected folder or object. For an example, see How to modify
folder properties, Page 26, and How to modify object properties,
Page 43.
Sends the selected instance to a printer.
Exports the selected instance to a file or e-mail.
Enables context-sensitive Help for the Info Desktop.
The Folder Tree occupies the left side of the Info Desktop main screen. It
displays all the Info APS/APS Clusters you are currently connected to, as
well as private and public folder information for each. To review the
contents of a folder, simply click the folder. The icon changes to an open
folder and the Info Desktop displays the folder contents to the right, in the
Job Information list box.
Getting to know the Info Desktop 11

Job Information list box
APS icon
Folder icon
The Job Information list box occupies the right side of the Info Desktop
main screen and displays the contents of the folder that is highlighted in
the Folder Tree.
Object
Instance
The Job Information list box can be used to:
● select an object to schedule,
● monitor the progress of scheduled objects, and
● identify instances, run dates, and times.
The following are possible status messages for instances in the Job
Information list box:
● Processing
The Info APS/APS Cluster has requested that the object be
processed by an Info Server, and the specified Info Server is
currently working on processing the object.
● Stopped
The scheduled object has been stopped before completion.
12 Seagate Info Desktop User’s Guide

● Recurring
The object is scheduled to be processed repeatedly on a set
schedule (every week, every month, etc.).
● No Response
The Info Server has not responded to the Info APS/APS Cluster
within a specific time interval. This may occur because the Info
Server is down or too busy to respond to the Info APS/APS
Cluster. In the latter case, the object is still processing, and the Info
Server will return a status when it becomes available.
● Scheduled
The Info APS/APS Cluster has scheduled the object, but it has not
yet started processing.
● Success
The object has completed processing successfully, and is available
to view, analyze, etc.
● OnHold
The scheduled object has been placed on hold.
● Failed
The object did not complete processing successfully, and is
currently stopped.
NOTE: To find out why an object failed, right-click the failed instance
and choose PROPERTIES from the shortcut menu. The Message section of
the Instance Properties dialog box displays the cause of the failure.
● Stopping
A request has been made to stop an instance, and the Info APS/
APS Cluster is currently sending a message to the Info Server to
stop processing the object.
● DB Tested
The Test Connectivity test performed on the database was
successful.
NOTE: The DB Tested status will only be returned when the Test
connectivity only check box is toggled on in the LogOn Tab of the
Schedule dialog box. For more information, search for Schedule dialog
box in Info Desktop online Help.
Getting to know the Info Desktop 13

Shortcut menus
The Offline Desktop
When you right-click a folder, subfolder, object, or instance, the Info
Desktop displays a shortcut menu next to the item. Unlike the program’s
standard menus that group commands by function, these shortcut menus
are element-specific; that is, they contain only those commands from the Info
Desktop’s primary menus that are available for use with the selected object.
Shortcut menus are valuable because they:
● make it easier to learn the Info Desktop by eliminating the need to
remember where to find a command,
● make things more efficient because you are dealing with only a
compact list of commands, and
● spotlight the things you can do with an item.
Right-click a folder or
subfolder in the Folder Tree
to get a menu like this.
Right-click a report object in
the Job Information list box
to get a menu like this.
The Offline Desktop makes it possible for you to view information from
the Info system even when not connected to an Info APS. To accomplish
this, you need to create offline stores on the Info Desktop, which you can
access later without a connection to the back-end servers. An offline store
is like a briefcase, where you can store copies of your report, query, and
OLAP cube instances. You can keep this briefcase with you (so to speak)
when you disconnect from the APS.
14 Seagate Info Desktop User’s Guide

When working offline with an offline store, you will be able to:
● create folders,
● move instances from one folder to another, and
● view report and OLAP cube instances.
NOTE: Seagate Info supports multiple user profiles for Windows 95/98
and Windows NT machines. Therefore, certain users may be able to view
only a certain subset of the available offline stores.
HANDS-ON (Getting to know the Info Desktop)
How to connect to an Info APS/APS Cluster
NOTE: A valid User Name and Password is needed to connect to an Info
APS/APS Cluster. If you do not know your User Name and Password,
contact your Info Administrator.
Choose the CONNECT TO INFO APS command from the File menu.
The Connect to APS dialog box appears.
2 Select the Info APS/APS
Cluster you want to connect to
from this drop-down list.
3 Enter the User
Name in this edit box.
4 Enter your Password
in this edit box.
5 Click OK when finished.
The Info Desktop connects you to the specified Info APS/APS
Cluster.
NOTE: When you are logged on to an Info APS/APS Cluster, and you
attempt to log on to another Info APS/APS Cluster, it is not necessary to
reenter your User ID. The Connect to APS dialog box appears with the
User ID edit box grayed out. An Info APS Cluster is designated with an
“@” symbol. For example, a cluster would appear as “@Cluster”.
Getting to know the Info Desktop 15

How to disconnect from an Info APS/APS Cluster
Choose the DISCONNECT command from the File menu. The Info Desktop
disconnects you from the specified Info APS/APS Cluster.
How to add/delete an Info APS/APS Cluster from those currently
available
Adding an Info
APS/APS Cluster
1 Choose the APS LIST command from the File menu.
The APS List dialog box appears.
2 Enter the name of the Info APS/APS
Cluster you want to add in this edit box.
3 Click Add.
The Info APS/APS Cluster is added to the list as specified.
4 Repeat Steps 2-3 for each
Info APS/APS Cluster you
want to add, then click OK
when finished.
The new Info APS appears in the APS list.
16 Seagate Info Desktop User’s Guide

Deleting an Info
APS/APS Cluster
1 Choose the APS LIST command from the File menu.
The APS List dialog box appears.
The Info APS/APS Cluster is deleted as specified.
4 Repeat Steps 2-3 for each Info APS/APS Cluster you want deleted,
then click OK when finished.
HANDS-ON (Offline Desktop)
How to create an offline store
2 Click Add to add an offline
store to your user profile.
2 Highlight the Info APS/APS Cluster
you want to delete from this list.
3 Click Delete.
1 Choose OFFLINE STORES from the Tools menu (Info Desktop).
The Offline Stores dialog box appears, displaying all the offline stores
currently maintained in your user profile.
Getting to know the Info Desktop 17

6 Type any desired
descriptive information
about the offline store
into this edit box.
The Add Offline Store to Profile dialog box appears.
The Create Offline Store dialog box appears.
4 Enter a name for the offline store
in this edit box.
3 Click New to create
a new offline store.
7 Click OK to create
the offline store.
5 Enter the file
path of the
directory to
which you are
saving the
offline store
here, or click
Browse to
search for a
directory.
NOTE: You can also use the Delete button in the Add Offline Store to
Profile dialog box to permanently delete an offline store.
The program returns you to the Add Offline Store to Profile dialog
box, where the new offline store is included in the Available offline
stores list box.
18 Seagate Info Desktop User’s Guide

8 Highlight the new offline
store on this list, and click OK.
9 Click OK to close the next two dialog boxes.
The program returns you to the Info Desktop. Offline stores are listed
in the Folder Tree at the first hierarchical level, along with the Info
APS.
NOTE: Although you can set up any number of offline stores, each store
must be saved in a separate directory location. You can not create
multiple stores within one directory.
How to add an instance to an offline store
NOTE: By default, the program automatically creates a folder named
Offline Folder after you create an offline store. You can store instances in
that folder.
Getting to know the Info Desktop 19

Drag-and-drop the desired report, query, or OLAP cube instance into a
folder in your offline store.
The program creates a shortcut to the instance, and places this shortcut.
You can store multiple instances of an object in your offline store, and you
can copy and paste instances from one offline store to another.
When you disconnect from the Info APS, the offline stores will remain
available to you. When you start the Info Desktop, you can click Cancel in
the Connect to APS dialog box to access your offline stores. In Offline
Mode, you can view report and query instances in the Info Analyzer, and
you can view cube instances in the Info Worksheet. To view an instance
in an offline store, right-click the instance and choose VIEW from the
shortcut menu.
NOTE: The actual physical files for the report and query instances for an
offline store are maintained in a folder named "download." The program
automatically generates this folder in the directory that is assigned to
hold the offline storage files (the directory specified in the Save in text
box, in the Create Offline Store dialog box). In the case of OLAP cube
instances, the program copies the entire directory that stores the cube
definition into the download folder.
20 Seagate Info Desktop User’s Guide

3 Adding Info Objects
What you will find in this chapter...
Overview - Folders, Page 22
HANDS-ON (Folders), Page 23
HANDS-ON (Objects), Page 27
HANDS-ON (Object Properties), Page 43
Adding Info Objects 21

Overview - Folders
Private folder icon.
Public folder icon.
In Seagate Info, a folder is the electronic equivalent of a file folder; it is a
container for holding objects (reports, queries, cubes, and/or programs)
in order to organize the Info Desktop. Folders appear on the left hand side
of the desktop in the Folder Tree and each folder is marked with a folder
icon.
Seagate Info uses two kinds of folders:
1. Private Folders
Private folders are tools used to customize the desktop. Private folders
can not be seen, deleted, or used by anyone else on the system.
2. Public Folders
Public folders are folders that can be seen and used only by those
user groups who have the appropriate rights. Public folders are
designated by a hand under the file folder, indicating that it is
shared. The Administrator (and other designated users) can use
these to organize confidential or semi-confidential material.
Note the difference between the Private folder and Public folder icons:
While many groups can be granted access to the same folder, the
individual who creates a public folder can specify a different set of rights
for each group as to what they can do with folder contents such as design
report objects, view instances of report, query or cube objects, or add/
delete folders, objects and instances. For example, a user may want to
create a folder with report objects and instances for specified user groups
while other groups can not access this folder. Additionally, the user
specifies that reports can only be viewed from this folder, meaning that
other rights like deleting the report or deleting the folder are not granted
to other groups. In this case, the user ensures that report is secure from
being deleted while allowing others the ability to view the contents of the
folder, including viewing instances created only by the user.
Related Topics
How to add a folder/subfolder to the Info Desktop, Page 23
How to remove a public/private folder from the Info Desktop, Page 25
22 Seagate Info Desktop User’s Guide

HANDS-ON (Folders)
How to add a folder/subfolder to the Info Desktop
8 Use these option buttons
to designate the folder as
Private or Public.
1 Connect the Info Desktop to the desired Info APS/APS Cluster.
2 Highlight the APS or folder you want to add to in the Folder Tree.
● Highlight the Info APS/APS Cluster icon to add a top level folder.
● Expand the folder list and highlight the parent folder to add a
subfolder.
3 Click the NEW button on the toolbar.
The New Item dialog box appears.
4 Highlight Folder on this list.
5 Click OK.
The Folder dialog box appears with the General Tab active.
6 Enter the desired
name in this edit box.
7 Enter a description
in this edit box.
Adding Info Objects 23

The information you provided in the Title and Description boxes
appear in the Folder Properties dialog box whenever you check the
properties for a folder. The description information is optional.
NOTE: For more information, search for Folder Properties dialog box in
the Info Desktop online Help.
9 To set different security settings than the default settings for the
Everyone group, click the Security Tab and set the options on that
tab. For more information, see How to set/change security settings for a
folder, Page 24.
NOTE: Everyone is a default role that includes all users, including
Administrators and all other users/user groups. This means that all users/
user groups have access to designated folders, objects and instances and
are assigned the default rights inherited under this role.
10 To specify which users and user groups can push this folder to the
channel, click the Channel Tab and set the options on that tab.
11 Click OK to return to the Info Desktop.
The new folder appears in the Folder Tree.
NOTE: Before public folders can be created, the right to do so must be
granted by the Administrator.
How to set/change security settings for a folder
When you set/change security settings for a folder, you do so on a group
by group basis. In other words, you are setting the rights that group
members have in relation to the specified folder.
1 Highlight the folder you want to set/change security for in the Folder
Tree.
2 Click the SECURITY button on the toolbar.
24 Seagate Info Desktop User’s Guide

The Folder Properties dialog box appears with the Security Tab active.
3 Select the first group you want to set/change
security settings for from this drop-down list.
The security settings are modified as specified.
4 Create a new
role or select
one from this
drop-down list.
5 Click OK when finished.
How to remove a public/private folder from the Info Desktop
NOTE: To remove public folders, the right to remove those folders must
be granted in the User section of the Info Administrator. For more
information on the Info Administrator, see the Info Administrator's Guide
and the Info Administrator online Help (ADMIN.HLP).
1 On the Info Desktop, highlight the folder you want to remove from
the Folder Tree.
2 Click the DELETE button on the toolbar.
A message box appears, prompting you to confirm the request.
3 Click Yes to delete the folder.
NOTE: Folders are tools used for organizing and setting security for
objects. When a folder is removed, the organization and security assigned
to the folder are eliminated, but the actual contents of the folder (the
objects) are not.
Adding Info Objects 25

How to modify folder properties
5 Use these option
buttons to modify the
folder designation.
The Info Desktop enables you to modify the properties of a folder,
including such things as the folder name, description, whether it is
private or public, and what rights are associated with it.
1 On the Info Desktop, highlight the folder you want to modify
properties for in the Folder Tree.
2 Choose the PROPERTIES command from the View menu.
The Folder Properties dialog box appears with the General Tab active.
3 Modify the
folder name in
this edit box.
4 Modify the
folder
description in
this edit box.
6 Modify folder security by clicking the Security Tab and setting the
options on that tab.
7 Click OK when finished.
The Info Desktop updates the folder information as specified.
26 Seagate Info Desktop User’s Guide

HANDS-ON (Objects)
How to add a report to a folder
5 Enter the title
of the object.
6 Enter the location
(path) of the object.
If a description was entered
in the Summary Info dialog
box of the Info Report
Designer, it appears here.
When you add a report to a folder, you can specify the groups that will
have access to the report and how each group is able to use the report.
1 On the Info Desktop, highlight the folder to which you want to add a
report.
2 Click the NEW button on the toolbar.
The New Item dialog box appears.
3 Highlight Report object on this list.
The New Report dialog box appears.
4 Click OK.
If you do not know
the path of the
report object,
click Browse to
search for it.
Adding Info Objects 27

How to add a query to a folder
NOTE: If a title was entered in the Document Properties dialog box of the
Info Report Designer, it appears in the Title edit box. If a title was not
entered in the Document Properties dialog box and you do not enter one
in the Title edit box, the program will use the file path and name as the
report title. For more information on the Info Report Designer, see the
Report Design Guide and the Info Report Designer online Help
(CRW.HLP).
7 Click OK to return to the Info Desktop.
The program adds the report to the folder, as specified.
NOTE: Reports can be saved directly to the Info Desktop from the Info
Report Designer.
When you add a query to a folder, you can specify the groups that will
have access to the query and how each group is able to use the query.
1 On the Info Desktop, highlight the folder to which you want to add a
query.
2 Click the NEW button on the toolbar.
The New Item dialog box appears.
3 Highlight Query
object on this list.
4 Click OK.
28 Seagate Info Desktop User’s Guide

5 Enter the title of
the query object.
6 Enter the location (path)
of the query object.
If a description was
entered in the Query Title
dialog box of the SQL
Designer, it appears here.
The New Query dialog box appears.
7 Click OK to return to the Info Desktop.
The query now appears in the folder.
How to add a program to a folder
If you do not
know the path of
the query object,
click Browse to
search for it.
NOTE: Queries can also be saved directly to the Info Desktop from the
Info SQL Designer.
When you add a program to a folder, you can specify the groups that will
have access to the program and how each group is able to use the
program.
1 On the Info Desktop, highlight the folder to which you want to add a
program.
2 Click the NEW button on the toolbar.
Adding Info Objects 29

6 Enter the location
(path) of the program.
7 Enter the required
parameters.
The New Item dialog box appears.
3 Highlight Program object on this list.
The New Program dialog box appears.
5 Enter the title of the
program in this edit box.
8 Click the Security Tab to assign security settings.
NOTE: Parameters are arguments passed into an .EXE or .BAT file. For
example, if you would like to bring up NOTEPAD with the file called
DELME.TXT, you would enter C:\PATH\DELME.TXT in the Parameters
text box.
9 Click OK to return to the Info Desktop.
The program now appears in the folder.
4 Click OK.
If you do not
know the name
of the program,
click Browse to
search for it.
30 Seagate Info Desktop User’s Guide

How to add a report package
A report package is a group of related reports, represented by a single
object (the package). You can add report packages to the Info Desktop.
You can also schedule all the reports in a report package at once.
To create a report package:
1 Click the NEW button on the toolbar.
The New Item dialog box appears.
2 Highlight Report Package object on this list.
3 Click OK.
The New Report Package dialog box appears with the General Tab
active.
4 Enter a name for the report package in the Title text box. Note that
Adding Info Objects 31

the Owner information box contains your UserID, designating you as
the owner of the object.
5 Click the Security Tab, and specify the security information for the
report package.
6 Click the Reports Tab. Use this tab to add and remove reports from
your package; you can arrange the order of the reports as needed.
● To add a report, click Add. The New Report dialog box appears.
Use this dialog box to quickly locate and add a report. When you
add a report, the report name appears in the Contents list box on
the Reports Tab.
● To remove a report from the Contents list box, highlight the report
and click Remove.
● To view the properties of a report, highlight the report in the
Contents list box, and then click Properties.
● You can use the Refresh All button to refresh all the reports
included in the package.
● You can use the two arrow buttons to arrange the order of the
reports shown in the Contents list box.
● To specify a Table of Contents report for the package, click the
Table of Contents button. The New Report dialog box appears,
allowing you to locate and select the report you want to designate
as the Table of Contents report. When you have finished, the
report name is shown in the Table of Contents information box on
the Reports Tab. For more information, see How to create a Table of
Contents report, Page 33.
7 Click the Report Security Tab, and highlight a group of users in the
list box on the left. This group will be able to view the reports
highlighted in the list box on the right.
8 Click the Prompts Tab, and assign pick lists to any prompting
variables (parameter fields) used in the package. To assign a pick list,
select the variable to which the pick list will be assigned, and click
the Set Pick List button to locate the desired pick list file.
9 If needed, you can use the Channel, Servers, and Limits Tabs to
supply additional information for the reports in the package.
10 Click OK when finished.
The report package now appears on the Info Desktop, in the Job
Information list box.
32 Seagate Info Desktop User’s Guide

How to create a Table of Contents report
To organize a report package, you can create a Table of Contents report.
A Table of Contents report lists the titles and page count of all the reports
in a package. For more information about report packages, see How to add
a report package, Page 31.
1 Click the INFO REPORT DESIGNER button on the Info Desktop toolbar.
2 In the Info Report Designer, click the NEW button on the Standard
toolbar.
The Report Gallery appears.
3 Click Custom.
The Report Gallery expands, allowing you to specify the format and
the data type.
4 Click the SQL/ODBC button.
The Log On Server dialog box appears.
5 Highlight Active Data (Field Definitions Only) in the Server Type list box.
The Select Data Source dialog box appears with the Data Definition
option selected.
6 Enter the location of the file "toc.ttx" in the Data Definition text box, or
click Browse to search for the file path in the Select Data Definition
File dialog box.
NOTE: By default, the file path is \Program Files\Seagate Software\
si\samples\toc.ttx, or the directory in which the program resides.
7 Click Finish.
The Choose SQL Table dialog box appears.
8 Click OK.
The program activates the Design Tab and opens the Insert Fields
dialog box.
9 Select the fields you want to use in your Table of Contents report. For
speedier report construction, Seagate Info provides you with the
following two fields:
● ReportTitle, and
● NumPages.
10 Complete the report as desired.
You can now include this Table of Contents report in your report
packages.
Adding Info Objects 33

How to create an Open Cube
3 Highlight Open Cube
object on this list.
All the Open OLAP Gateways
which are running on your
network are displayed here. In
this case, there are four
different types of OLAP data
which you could access.
5 Expand the entries
under tensor and
highlight the machine
where the data is located.
This section explains how to create an Open Cube object on your Info
Desktop. This process will normally be carried out by a system administrator
who needs to have rights which allow them to create Open Cubes.
This example shows how to see sales data stored in Microsoft SQL Server
OLAP Services. When complete, the Open Cube Sales provides you with
a link to the third-party cube which you can use to view the figures in the
Info Worksheet, as if they were stored in a Seagate Info Cube.
1 Highlight the folder on the desktop where you want to store the
Open Cube.
2 Click the NEW button on the Standard toolbar.
The New Item dialog box appears.
4 Click OK.
The Open Cube Expert is displayed. This guides you through the
process of defining an Open Cube object. The first screen requests you
to choose an Open OLAP Gateway.
6 Click
Connect.
34 Seagate Info Desktop User’s Guide

The Connect To Server dialog box appears.
7 Specify the details to connect
to the Server you have chosen.
The appearance of the Connect to Server dialog box depends on what
type of OLAP product you are connecting to. Some products may
require you to specify a password.
If you don’t click Connect, you will be prompted to connect when you
click Next.
Once you have connected to your chosen Server, the next Expert
screen displays the databases which are available.
8 Highlight the database
where your data is stored.
Adding Info Objects 35

Note that “database” is used as a general term here, to mean a store where
your data is kept. For example, if you are using an Open OLAP Gateway
to connect to cubes created in Seagate Info, “database” means an Cube
File (HDC file), which contains details of the cubes.
10 A final Expert screen is shown, summarizing what you have chosen.
Move back to make any changes which are necessary. If you want,
you can rename the cube at this point.
The Open Cube object is shown in the Job Information list box using this
icon.
How to import cubes from other computers
9 Highlight the cube you
want to look at.
There is a utility on the Info Desktop for making instances created on one
computer available on another via FTP (File Transfer Protocol).
This provides the flexibility for a user to create a series of instances on one
machine, and then for other users to copy these instances to their own
machines and use them. As an example, one machine might contain all
the database tables which a cube is based on, and so it is most efficient to
create an instance of the cube on that machine. When viewing the cube,
however, it makes more sense for users to access it on a local machine.
36 Seagate Info Desktop User’s Guide

6 Enter the FTP address
here.
7 Specify the cube file
with its path.
1 Highlight the folder on the desktop where you want to store the
Import Cube.
2 Click the NEW button on the Standard toolbar.
The New Item dialog box appears.
3 Highlight Import Cube Object
on this list.
4 Click OK.
The New Import Cube dialog box appears. You will need to specify the
details for the FTP Server and the location of the Cube File. This file is
automatically created when a cube is scheduled and contains information
about the components and data which make up the cube.
5 Enter a title for the cube object here.
8 Click OK.
Adding Info Objects 37

Your display will look
like this when your
cube is created.
You can specify further features of the Import Cube by using the other
tabs in this dialog box. These work in the same way as for other Info
Desktop objects.
The Import Cube is shown in the Job Information list box using this icon.
You can now schedule the cube to create an instance.
9 Right-click the cube in the Job Information list box and choose
SCHEDULE from the shortcut menu. This will display the Schedule
dialog box. For an Import Cube, this contains a LogOn Tab.
As the cube exists on a separate machine, you will need to specify the
FTP Login details in the LogOn Tab.
You can then choose the remaining scheduling options in the same way
as before. For more information on scheduling cubes, see How to schedule
an object for immediate processing, Page 54.
You can then view the cube in the Info Worksheet and create views as
described in Viewing Info Objects in the Worksheet, Page 91. You can not
view an Import cube in the Info Cube Designer.
NOTE: For successful cube import, all Seagate Info Services except the
OLAP server service must be started with a valid NT account. This can
either be a local account or a domain account with the correct privileges.
We also suggest that you use the Administrator account, providing the
password of this user does not get changed very often (changing the
password will cause the service to fail on startup, until the new password
has been added to the Service startup).
38 Seagate Info Desktop User’s Guide

How to import cubes produced in Seagate Holos
This is a five-dimensional
structure, with data stored
in toys_figures.hsh.
You can use Seagate Info to view cubes which were originally created in
Seagate Holos.
This section explains how you can convert cubes created in Seagate Holos
into a set of Cube Files, which can then be imported into the Info Desktop.
You can also connect to Holos structures by using an Open Cube object.
See How to create an Open Cube, Page 34. Do this if you want a direct link
to the data in its original form.
NOTE: This section is intended for experienced Holos users only. It
assumes that you are familiar with Holos structure types and the use of
the command line.
To produce the correct output, you must be running Holos Server version
6.0B or later.
1 Start a Holos session and create the Holos structures you want to
export to Seagate Info.
In the example below, a sparse disk structure called toys_figures has been
created.
2 Enter this command:
EXECUTE “HOLOS_SUPPORT:DM.HL”
This loads the macros you need in the next step.
Adding Info Objects 39

3 To convert the structure into a set of Cube Files, enter this command:
dm$_publish_cube()
The Cube Publisher dialog box appears.
7 Click Publish.
4 Highlight the structure you
want to export.
5 Select a name and location for
the main cube file.
6 If you are using a non-hashed
structure, enter a name and
location for the structure file.
If you are exporting from a hashed structure, the structure file setting
is grayed, as a hashed structure file already exists. If you are using any
other structure type, a temporary hashed structure file is created
during the export. You must enter a name and location for this file in
the Structure file text box.
If you don’t want to use an interactive method to publish cubes, for
instance if you want to automate the export of many structures in a
batch file, you can use other utilities within holos_support:dm.hl. See
the Holos Server Help for more details.
Cube files have now been created:
40 Seagate Info Desktop User’s Guide

There are six files, the main Cube File, toys_figures.hdc and five
automatically named “.hdd” files, one for each of the five dimensions.
In order to view your cube on the Info Desktop, you need to create an
Import Cube and schedule it. Follow the instructions in the section, How
to import cubes from other computers, Page 36. For the import to work, you
must have the cube files in a valid ftp directory and specify a valid login
when you schedule the Import Cube.
How to run a Holos application from the Info Desktop
If you have a Holos application installed on your system, you can call it
from the Info Desktop by adding a Holos application object. This process
would normally be carried out by a system administrator who needs to
have rights which allow them to create Holos application objects.
These instructions assume that:
● The Holos application you are connecting to has already been
configured and is fully functioning.
● The application is in a location on the network which all potential
users can access.
1 Highlight the folder on the desktop where you want to store the
Holos application object.
2 Click the NEW button on the Standard toolbar.
The New Item dialog box appears.
3 Highlight Holos Application
object on this list.
4 Click OK.
Adding Info Objects 41

6 Enter a default file for
the application here.
7 If required, enter the
working directory for the
application here.
9 If you want, enter a
description of the
application here.
The Holos Application Properties dialog box appears.
5 Enter a title for the application here.
8 Enter the location
of the Holos
executable here.
If you don’t specify a working directory, this setting defaults to be the
same as that for application files, as is the case for most Holos
applications. However, if the application developer has assumed a
different value, you will need to specify it here.
If you specify a directory on a local PC, you will be prompted to create a
share, so that all users can access it.
10 Click OK. The Holos Application object is shown in the Job
Information list box using this icon.
Users can run the Holos application by double-clicking on the icon. Once
the Holos application is launched, it runs completely independently of
Info.
42 Seagate Info Desktop User’s Guide

How to remove an object from the Info Desktop
1 On the Info Desktop, highlight the folder from which you want to
remove an object.
The program displays the contents of the folder in the Job Information
list box.
2 Highlight the object you want to remove and click the DELETE button
on the toolbar.
A message box appears asking you to confirm this action.
3 Click Yes to delete the object from the folder.
NOTE: When an object is deleted from a folder, only the pointers to that
file are deleted; the object is not being deleted from the system.
NOTE: An object can be deleted from a public folder only if the
appropriate rights have been granted by the Administrator.
HANDS-ON (Object Properties)
How to modify object properties
The Info Desktop enables you to modify the properties of an object.
Depending on the type of object that you want to modify, a different
tabbed dialog box appears.
1 Highlight the object you want to modify properties for from the Job
Information list box.
NOTE: Depending on which type of object is highlighted (report, query,
cube, program, etc.), a different dialog box appears with different tabs
available. If a report is selected, for example, the Report Properties dialog
box appears. For the purpose of this tutorial, the Report Properties dialog
box will be used to modify a report. For more information on the dialog
boxes and tabs for each specific object type, see the Info Desktop online
Help.
2 Click the PROPERTIES button on the Standard toolbar.
The Report Properties dialog box appears, with all of the tabs
available shown.
Adding Info Objects 43

The General Tab The General Tab allows you to modify an object’s title, refresh the object
on the info system if it has been changed, or choose an option to allow the
object to serve as a database connection.
3 Click the Security Tab.
Enter or modify
the title of the
report object in
this edit box.
The Security Tab The Security Tab allows you to assign rights to user groups and roles, as
well as specify time periods in which the object is allowed to run. Object
security defines who has access to an object and what they can do with it.
Click each Right you want
the selected group to have
in regard to the report.
44 Seagate Info Desktop User’s Guide

4 Click the Channel Tab.
The Channel Tab The Channel Tab allows you to choose to push the object and its instances
to the Info Channel, as well as specify the users and user groups that the
object will be available to.
Toggle the Push to
channel check box on to
activate the channel
options for the object.
5 Click the Servers Tab.
The Servers Tab The Servers Tab allows you to set the default database logon options or
restrict the processing of the object to specific Info Servers.
Double-click the
Database Logon(s) or
server that you want to
set the option for.
Click Specify to set the
Users and options
available for the Info
Channel.
Adding Info Objects 45

Use the Database, Logon
User Name, and Logon
Password edit boxes to
specify the database logon
information to be used as
defaults when scheduling.
● If you double-click the Database Logon(s) option, the Edit Default
dialog box appears.
● If you double-click any of the servers options, the Edit Restriction
dialog box appears.
6 Click the Limits Tab.
Use this drop-down list to force the
processing to a specific server group.
46 Seagate Info Desktop User’s Guide

The Limits Tab The Limits Tab allows you to set instance limits for an object.
Toggle the Use global
settings option on to
use the default limit
settings for the object.
Toggle the Override
global settings option
on to set the object
limit yourself.
7 Click the Prompts Tab.
The Prompts Tab The Prompts Tab allows you to set the pick list properties for the
parameter field prompts included with the object.
Click this button to delete a
pick list that has already been
assigned to the object.
Click this button to specify the
pick list you want to use for the
object’s parameter prompt.
Adding Info Objects 47

The Report
Limits Tab
8 Click the Report Limits Tab.
The Report Limits Tab allows you to limit the number of .EPF files that
are pregenerated during processing.
9 Use the Group drop-down list to select the group you want to set
object limits for.
10 Use these buttons to select the limits
you want to apply from the Available
Limits list box. The selected limits will now
appear in the Selected Limits list box.
11 Click OK when finished.
The Info Desktop updates the object information as specified.
48 Seagate Info Desktop User’s Guide

4 Scheduling Info Objects
What you will find in this chapter...
Overview - Scheduling, Page 50
HANDS-ON (Scheduling), Page 54
Scheduling Info Objects 49

Overview - Scheduling
Scheduling is the heart of the Info Desktop, allowing you to run objects,
such as reports, queries, cubes, and programs, automatically at specific
times and under specific circumstances. You can schedule any of the
following types of objects to run or refresh automatically:
● reports,
● report packages,
● queries,
● cubes, and
● programs.
When a scheduled object runs successfully it creates an instance.
Subsequently, when a scheduled object does not finish executing or
refreshing it will create a failed instance. You can also schedule objects
that depend upon a successful instance of another object.
You can also schedule an object to prompt other actions to be performed.
For example, if a scheduled object produces a successful instance you can
schedule the program to send a message notifying an Administrator of its
success.
Depending on the kind of object you are scheduling (report, report
package, query, cube, or program), the data source, and the presence or
absence of parameter fields, the Schedule dialog box will contain four to
six tabs.
● The Info, When, and Notify Tabs always appear.
● The Logon Tab appears when an object requires that you log on to
a database.
● The Prompts Tab appears when you are scheduling a report object
that contains a parameter field.
● The Selection Formula Tab appears when you are scheduling a
report object that contains a selection formula.
Following is a description of the functions performed by each tab of the
Schedule dialog box:
Info Tab Use the Info Tab to specify the format, destination, and output options
that the Info Server should use when running a report or query. Also, use
this tab as a starting point for specifying the Info Server(s) you want an
object to run on.
50 Seagate Info Desktop User’s Guide

When Tab Use the When Tab to specify the date(s) and time(s) an object should run.
If an object is to run only on the completion of some other object or on the
setting of an event, you can use this tab to specify dependencies as well.
Notify Tab Use the Notify Tab to set up notification specifications for both successful
and unsuccessful object completion. Seagate Info allows for notification
of completion by:
● sending a message via MS Mail/Exchange,
● updating the NT Event Log, or
● setting or resetting an event.
Scheduling Info Objects 51

NOTE: These three notification options are not mutually exclusive. You
can specify that all three methods of notification occur simultaneously.
LogOn Tab Use the LogOn Tab to specify logon parameters if running your object
requires logging on to an SQL or ODBC database or any password
protected database. This tab also appears when the Require DB Logon
information option is toggled on in the Options dialog box.
52 Seagate Info Desktop User’s Guide

Prompts Tab The Prompts Tab appears when a report object includes prompting
variables. Use this tab to review and, if you wish, modify the variable
values. This tab also appears when the Require Report Prompts information
option is toggled on in the Options dialog box.
Selection
Formula Tab
The Selection Formula Tab appears if your report object includes a
selection formula. Use this tab to review and, if you wish, modify the
selection formula, and use the Check button to check the formula for
errors. Modify the formula directly by changing its text.
Scheduling Info Objects 53

HANDS-ON (Scheduling)
How to schedule an object for immediate processing
4 Select the destination
for the report from this
drop-down list.
5 Click Info Server to
specify processing by a
specific Info Server, Info
Server Group, or Info
Server Class.
This tutorial describes the process for scheduling an object to process
immediately. For information on scheduling an object to process at a
specific date/time, see How to schedule an object to process at a specific date/
time, Page 57.
1 Highlight the object you want to process in the Job Information list
box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears with the Info Tab active.
3 Select the format you want the report
published in from this drop-down list.
6 Click Schedule.
The program schedules the object for immediate processing in the
specified format.
54 Seagate Info Desktop User’s Guide

How to specify an output format for an object
When scheduling a report object, if you do not specify a specific output
format, the object will be output in the Seagate Crystal Report (.RPT)
format. However, several other output options are available.
Select the format in which you
want the object published
from this drop-down list.
The remaining steps are determined by your format choice.
● If you chose any of the Crystal Reports, Excel, HTML, Lotus,
Postscript, Rich Text Format, Tab-separated text, Text, or Word
formats, your format selection is complete.
● If you chose Character-separated values, Comma-separated values, Data
Interchange Format, Record style, or Tab-separated values, you also
need to specify whether the program should use the same number
and date formats as specified in the report.
● If you chose Character-separated values, you also need to specify the
character the program should use for separating field values and
whether the program should use single or double quotes for
enclosing all non-numeric field values. For more information on
exporting, see the Design Guide for Reports & Queries.
The program outputs the object in the format specified.
Scheduling Info Objects 55

How to specify an output destination
Use the To Destination drop-down list on the Info Tab of the Schedule
dialog box to select the destination to which you want object output sent.
The remaining steps are determined by your destination choice.
● If you chose Disk, you can specify:
⎯ Default file, in which case the program sends the output to the
directory specified as the default output directory. The output
will be given a random file name and an extension based on
the format you selected.
⎯ File/Dir, in which case you specify the file name and directory
to which you want to send report output.
● If you chose Microsoft Mail, you can specify the recipient(s) of the
report output, any individual(s) to be CC'd, a subject, and a
message to accompany the report.
● If you chose cc: Mail, NotesMail (VIM) you have the same options
as with the Microsoft Mail destination, plus the ability to notify any
blind carbon copy (BCC) recipients.
● If you chose Fax Machine, you must enter the fax number in the text
box.
56 Seagate Info Desktop User’s Guide

● If you chose Lotus Notes, you can specify the Server/Database to
which the output should be sent and any comments you wish to
accompany the file.
● If you chose MS Exchange Public Folder, you can specify the profile
name and other standard Exchange options.
● If you chose Channel, you can specify which users/user groups
can view the report from the Info Channel. See How to push a report
to an Info Channel, Page 85.
NOTE: When MS Exchange Public Folder is selected as the export
destination, you can only post the object to a public folder. For more
information, consult the documentation that came with Microsoft
Exchange.
● If you chose Printer, you can specify either the printer specified in
the report or another printer.
NOTE: The Info Server must be properly configured with account
information in order to support mail destinations. You can set up this
information by running the Info Configuration Utility program on the
Info Server. See the Getting Started Guide or the Info Configuration
Utility online Help (CONFIGCI.HLP).
The program outputs the object to the destination, as specified.
How to schedule an object to process at a specific date/time
This tutorial describes the process for scheduling an object to run at a
specific date/time. For information on scheduling an object to run
immediately, see How to schedule an object for immediate processing, Page 54.
1 Highlight the object you want to process by clicking it in the Job
Information list box.
2 Click the SCHEDULE button on the toolbar.
Scheduling Info Objects 57

4 Select a destination
for the object from this
drop-down list.
The Schedule dialog box appears with the Info Tab active.
3 Select the format you want the object
published in from this drop-down list.
5 Click Info Server to specify processing by a specific
Info Server, Info Server Group, or Info Server Class.
58 Seagate Info Desktop User’s Guide

8 Use these edit boxes to
specify the time and date
you want the program to
process the object.
6 Click the When Tab to specify the time you want the object to run.
The program schedules the object for processing at the time and date
specified.
Related Topics
10 Click Schedule.
7 Click At Time.
9 Select the number of retries, and set an
interval, in case the object instance fails.
How to choose a specific Info Server for processing, Page 62
How to specify an output format for an object, Page 55
How to specify an output destination, Page 56
Scheduling Info Objects 59

How to schedule an object for recurring processing
4 Select the destination
for the object from this
drop-down list.
The Info Desktop allows you to schedule objects for recurring processing.
For example, you can specify that an object run every day, every week, on
the last day of every month, etc.
1 Highlight the object you want to process by clicking it in the Job
Information list box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears with the Info Tab active.
3 Select the format you want the object
published in from this drop-down list.
5 Click Info Server to specify processing by a specific
Info Server, Info Server Group, or Info Server Class.
60 Seagate Info Desktop User’s Guide

7 Select the option you
want the program to use
for processing the object
from this drop-down list.
6 Click the When Tab to specify the time you want the object to run.
NOTE: For recurring processes, you can use either the Right Now or At
Time option.
● Choose the Right Now option button, and the object will be
processed immediately and at the same time Everyday, Every Week,
etc.
● Choose the At Time option button, and the object will be processed
at the specified time Everyday, Every Week, etc.
What you do next will be determined by the selection you made in the
Day drop-down list.
● If you selected the At Time option and Everyday, you need to
specify the time using the Time scroll boxes that appear in the Time
section of the When Tab.
● If you selected the At Time option and Every week, you need to
specify the time and date using the Time and Date scroll boxes that
appear in the Time section of the When Tab.
● If you selected Every X hour(s) you need to specify the X value
(every how many hours and minutes) in the edit boxes that appear
in the Day section of the When Tab.
● If you selected Every X month(s) you need to specify the X value
(every how many months) in the edit box that appears in the Day
section of the When Tab.
Scheduling Info Objects 61

● If you selected Nth day of every month you need to specify the N
value (which day) in the edit box that appears in the Day section of
the When Tab.
● If you selected Last day of every month, you need to specify the time
using the Time scroll boxes that appear in the Time section of the
When Tab.
● If you selected First Monday of every month, you need to specify the
time in the Time scroll boxes that appear in the Time section of the
When Tab.
● If you selected Calendar, you need to specify the calendar template
the program should use. See How to schedule reports using a calendar,
Page 69.
8 Click the Schedule button.
The program schedules the report for processing at the specified time.
How to choose a specific Info Server for processing
2 Click Select.
3 Highlight the Info Server
you want the object to
process on from this list.
1 Use the Info Server section on the Info Tab of the Schedule dialog box
to specify the Info Server for processing by clicking the Info Server
button.
The Choose Info Server dialog box appears.
62 Seagate Info Desktop User’s Guide

NOTE: When the Select option button is clicked, the Info Servers list
becomes active, allowing you to choose a specific Info Server for
processing.
4 Click OK when finished.
The program returns you to the Info Tab of the Schedule dialog box.
How to choose Info Server classes/groups for processing
The Info Desktop allows you to choose specific Info Server classes or
groups on which to process.
● An Info Server class is a filter; a set of similarly configured Info
Servers (for example, Pentium machines with 32 megabytes of
memory running Windows NT).
● An Info Server group is a set of Info Servers defined on the basis of
location (for example, 3rd floor), department (Sales, Marketing), or
some other logical set of criteria.
When choosing an Info Server class/group for processing you can select
either:
● First Available
The program will run the object on the first Info Server class/
group that is not already processing at its maximum load, or
● All Info Servers Classes/groups
The program will process the object on all of the Info Servers
classes/groups.
If you specify both an Info Server class and an Info Server group to
process on, the program will run the object on the appropriate class type
in the Info Server group(s) as specified.
1 Click the Info Server button in the Info Server section on the Info Tab
of the Schedule dialog box.
Scheduling Info Objects 63

2 Highlight the Info Server class(es)/group(s) on which
you want the object to be processed from these lists.
3 Specify which Info Server
to use by clicking the
appropriate option button.
The Choose Info Server dialog box appears.
The program will process the report using the Info Server class(es)/
group(s) as specified.
How to set the scheduling restrictions for an object
4 Click
OK when
finished.
In order to schedule an object, there are several steps involved. The
following tutorials are set up to cover portions of the process. For
example, during the scheduling process, you may want to set
dependencies, modify object formats, or specify an Info Server to process
the object. Each of these steps is covered as a separate tutorial.
You can set scheduling restrictions for an object on the Info Desktop. By
using defaults, you will be able to avoid entering certain properties every
time you schedule an object for processing.
To set the scheduling restrictions:
1 Right-click the object and choose PROPERTIES from the shortcut menu.
64 Seagate Info Desktop User’s Guide

The Object Properties dialog box appears.
NOTE: The appearance of the Object Properties dialog box will vary
slightly depending on the object for which you are setting the properties.
The name of the dialog box will also vary (Report Properties, Query
Properties, etc.).
2 Click the Servers Tab.
The Servers Tab contains a list of restriction properties for various
operations:
● Processing Servers
This property can be set for any object on the Info Desktop, and
used to restrict the Info Server Groups used to process the selected
object.
● Seagate Analysis Server
You can only set this property for report objects. This property can
be used to specify the Info Server Group that will provide a server
when you open a scheduled report object in Seagate Analysis.
Your default will be saved to the APS database. When you open
the report object in Seagate Analysis, the Info system will
randomly select an Info Server from the default Info Server Group
and will use that Info Server as the Analysis Server for the report.
Scheduling Info Objects 65

NOTE: If you start Seagate Analysis using the Tools menu of the Info
Desktop (rather than the button on the toolbar), this default will not be
applied. Seagate Info will randomly select a Seagate Analysis Server from
all of the available Seagate Analysis Servers.
● Viewing Servers
You can set this property for any object on the Info Desktop. This
property can be used to specify an Info Server Group. The selected
object can only be viewed by Info Servers in that Info Server Group.
● Database Logon(s)
You can set this property for any object on the Info Desktop. This
property can be used to set default logon parameters for the
selected object.
3 To set a default value for any of these properties, double-click the
property.
The Edit Restriction dialog box appears. The appearance of this dialog
box varies, depending on the property you double-click.
4 Set the defaults for the property.
● For the Processing Servers, Seagate Analysis Server, or Viewing
Server property, you will need to select the default Info Server
Group from the Info Server Group drop-down list.
● For the Database Logon(s) property, you will need to set the
default logon parameters using the Server, Database, Logon User
Name, and Logon Password text boxes.
5 Click OK.
The program returns you to the Object Properties dialog box.
6 To set another restriction, repeat Steps 3-5.
7 When you are finished, click OK.
How to send notification that an instance has succeeded/failed
When scheduling an object, you can choose to have the program notify
you if the process succeeds or fails. You have the options of notifying on
either the success or failure of an instance.
66 Seagate Info Desktop User’s Guide

2 Toggle the E-mail check box
on in the On Success and/or
On Error section, and click the
corresponding Specify button.
1 To schedule an object, click the Notify Tab of the Schedule dialog box.
The E-mail Notification dialog box appears.
3 Set up your notification as
you would any other e-mail
and click OK when finished.
4 When you return to the Notify Tab, click the Schedule button.
The program schedules the object and makes the specified
notifications (if required) upon completion.
Scheduling Info Objects 67

How to notify the Event Log if an instance succeeds/fails
2 Toggle the NT Event Log
check box on in the On
Success and/or On Error
section, and click the
corresponding Specify button.
3 Enter the information
in these edit boxes as you
want it to appear in the
Event Log notification.
When scheduling an instance, you can choose to have the program notify
the Event Log if the process succeeds or fails.
1 To schedule an instance, click the Notify Tab of the Schedule dialog
box.
The NT Event Log Notification dialog box appears.
4 Click OK to return
to the Notify Tab.
5 Click the Schedule button.
The program schedules the object and makes the specified Event Log
notification.
NOTE: This option will only work if your Info APS module is installed on
an NT machine.
68 Seagate Info Desktop User’s Guide

How to schedule a report generated from a text file
You can schedule reports generated in the Document Import Tool using
the following two-step process.
1 First, schedule the report’s program object as you would any other
object. This program object is the extraction process.
NOTE: Do not change the parameters for the extraction process. If you
change them, the process will not schedule correctly.
2 Next, schedule the report to update when the extraction process has
been completed successfully. For more information about scheduling
a report on a dependency, see How to set object dependencies, Page 70.
NOTE: It is important to schedule the report to run only after the
extraction process has completed successfully. The report will need to
access the database that is generated by the extraction process.
For more information about generating reports from ASCII text files and
how to place a program object for the report on the Info Desktop, refer to
the Document Import Tool chapter of the Report Design Guide.
How to schedule reports using a calendar
The Info Desktop provides several pre-defined calendars to use for
scheduling reports. Calendar options include: Once Only, Every Day,
Every Week, Every X Hours, Every X Months, Nth day of every month, Last day
of every month, and First Monday of every month. To use these pre-defined
calendars, simply select the desired calendar in the Day section on the
When Tab in the Schedule dialog box.
When you plan to run jobs repeatedly under a certain schedule and that
schedule does not match any of the pre-defined calendars, the Info
Desktop also allows you to create your own calendar.
1 When scheduling an object, click the Calendar button in the Day
section of the When Tab in the Schedule dialog box.
Scheduling Info Objects 69

2 Highlight the
template you want
from this list box.
3 Click the >>
button to add the
template to the
Assigned dates/
days list.
How to set object dependencies
The Special Date/Day dialog box appears.
4 Click OK when finished.
The program returns you to the When Tab.
5 Click the Schedule button.
The program uses the specified calendar template to schedule the
object.
Sometimes, you may want to schedule an object to run only if a certain
condition is met. Such a condition is called a dependency. An object can
be dependent simply on another object running first, on another object
running and returning a specific value (known as an Exit code), or on a
predefined event flag existing on the system.
Dependencies can be strung together in a straight line, or they can branch
into a dependency tree structure. Consider the following scenario:
● Object A runs a batch file that updates all changes to a database,
and is run every day. If it completes successfully, Object A returns
a value of 0. If something fails during the update, Object A returns
a value of 1.
● Object B runs a program that backs up the entire database to a tape
drive. Object B only runs if Object A exits (completes) with a value
of 0 (success).
70 Seagate Info Desktop User’s Guide

Scheduling an
object with
dependencies
3 Click Program/Event.
● Object C runs a program that scans the database for errors and
analyzes the cause of any errors found. Object C only runs if Object
A exits (completes) with a value of 1 (error).
In such a scenario, Object B is dependent upon one possible return value
for Object A, while Object C is dependent upon a different possible return
value for Object A. This creates a dependency tree that looks like this:
1 Schedule an object as you would normally, however do not click the
SCHEDULE button. For more information on scheduling an object, see
How to schedule an object for immediate processing, Page 54.
2 Click the When Tab.
Scheduling Info Objects 71

4 Highlight the object or event
flag that the object is to be
dependent on from this list.
5 Click Add.
The object or event flag now
appears in this list.
The Wait For/Dependency dialog box appears.
The Available List displays all scheduled objects, and all system event
flags that are available (only an Info Administrator can create event
flags).
Event flag in the Available list.
Scheduled object in the Available list.
● If you selected an event flag as a dependency (it runs only if a
previous object has successfully completed), the flag appears in the
Wait for/Dependency List. Skip to Step 6.
● If you selected a scheduled object as a dependency, the
Dependency Type dialog box appears.
72 Seagate Info Desktop User’s Guide

The Dependency Type dialog box allows you to specify an exit code
that must be returned by the dependency object before your current
object will run.
● If a return value is not important, and you want the current object
to be dependent on the completion of the dependency object,
choose the Any Value option.
● To specify an exit code value, choose the Greater Than, Less Than,
Equal To, or Not Equal option, and fill in the exit code value. For
example, in the scenario above, Object B would be dependent on
Object A returning an exit code of 0 (object completed
successfully). You would select the Equal To option in the
Dependency Type dialog box, and type in 1 as the Exit code in the
edit box.
6 Click OK.
The object is added to the Wait for/Dependency List of the Wait For/
Dependency dialog box with information about the dependency you
defined.
Event flag in the Wait for/Dependency List.
Scheduled object in Wait for/Dependency List.
7 Repeat Steps 4-6 for every dependency you want to define for this
object.
8 When you have finished defining dependencies for the object, click
OK to return to the Schedule dialog box.
9 Click Schedule to schedule the object.
NOTE: Even if you schedule the object to run “right now,” the event you
based the object on takes priority. The object will not run until the event
has occurred and the dependency is satisfied.
Scheduling Info Objects 73

How to trigger an event to be set/reset
5 Set the time for 5 minutes
from the current time using
these scroll boxes.
Working with dependencies based on events is a two part process. You
need to set up:
● the activity that triggers the event, and
● the object that is dependent on the event being triggered.
For example, imagine that you run a sales report weekly but you do not
want the report to run before the database the report is based on is backed
up. In such a case, you will need to:
● set up a file event that is triggered once the database is backed up,
and then
● schedule the report so it runs only after the file event is triggered.
This tutorial and How to schedule an object dependent on an event being set,
Page 76, shows you how to perform these tasks.
1 Highlight the object you would like to have trigger the event in the
Job Information list box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears.
3 Click the When Tab.
4 Click At Time.
74 Seagate Info Desktop User’s Guide

7 Toggle this check
box on and click the
corresponding
Specify button.
6 Click the Notify Tab.
The Event Notification dialog box appears.
9 Click OK.
8 Highlight the event you would
like the object to set in the Set
list box or the event you would
like to reset in the Reset list box.
NOTE: Highlight an event in the Set list box if you are using it to trigger
another event or report processing. On the other hand, highlight an event
in the Reset list box if you are using it to reset or “untrigger” an event
that has already occurred.
The program returns you to the Schedule dialog box.
10 Click the Schedule button to schedule the object.
The event will be set/reset when the object has completed
successfully.
Scheduling Info Objects 75

How to schedule an object dependent on an event being set
5 Click the Program/
Event button.
1 Highlight the object you wish to be dependent on an event being set
in the Job Information list box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears.
3 Click the When Tab.
4 Click Right Now.
76 Seagate Info Desktop User’s Guide

6 Highlight the
event on this list.
7 Click Add...
...the event is
added to this list.
The Wait For/Dependency dialog box appears.
9 Click the Schedule button.
NOTE: A generic event can also be reset by highlighting the event name
in the Reset window of the Notification Event dialog box.
NOTE: Generic events can also be programmed from within your
application by using the following command line syntax:
CINFOEV
How to hold a scheduled instance
8 Click OK
Your application must then be scheduled from the Info Desktop to enable
Seagate Info to recognize the set/reset.
The object is now dependent on an event being set and will not
process until that event has been set.
If you need to prevent a scheduled job from running, you can place the
appropriate instance on hold.
NOTE: You can only hold instances that have a "Scheduled" or
"Recurring" status.
1 Select the instance you want to put on hold and click the HOLD
button on the toolbar, or right-click the instance and choose HOLD
from the shortcut menu.
Scheduling Info Objects 77

A message box appears, asking if you really want to hold the selected
schedule(s).
2 Click Yes to hold the job.
The program changes the status of the selected instance to OnHold.
While the instance is on hold, the APS will not run the scheduled job.
There are only three commands that can be used with OnHold
instances:
● STOP,
● MODIFY, and
● RELEASE.
How to release an on hold instance
1 To release an instance that is on hold, select the instance that you
want released from hold and click the RELEASE button on the toolbar,
or right-click the instance and choose RELEASE from the shortcut
menu.
A message box appears, warning that if you release the instance, the
scheduled job will run.
2 Click OK to run the schedule as formerly specified:
● If the instance that was on hold was formerly scheduled, the
program will update the next run time, and the APS will run the
instance at the specified time (provided that the dependencies are
satisfied). If the next run time is already past, the instance will run
immediately, provided that the Run Time window is active and
the dependencies are satisfied.
● If the instance that was on hold was formerly Recurring, then the
Release dialog box appears, asking whether you want to catch up
on the previous occurrence.
Toggle this check box on.
Click OK.
78 Seagate Info Desktop User’s Guide

How to stop a scheduled instance
How to delete an instance
● If the job was scheduled to run earlier, the program now schedules
it to run at that previous run time (in other words, the job runs
immediately). If you do not toggle the check box on, the program
schedules the job to run at the next run time. If all the possible run
times are expired, the program will detect the instance when it
updates the next run time, and the APS will stop the job.
1 Click the scheduled instance you want to stop in the Job Information
list box.
2 Click the STOP button on the toolbar.
A message box appears, prompting you to confirm the request.
3 Click Yes to stop the instance from running.
The status of the instance will change to “Stopping” until the process has
completed, at which time the status will change to “Stopped.” For more
information on status messages, see Job Information list box, Page 12.
The Info Desktop allows you to delete stopped, failed, and successful
instances.
1 Highlight the stopped, failed, or successful instance you want to
delete in the Job Information list box.
2 Click the DELETE button on the toolbar.
You will be prompted to verify that you want to delete the selected
instance.
3 Click Yes to delete the instance.
The instance is deleted from the folder as specified.
NOTE: Multiple instances or objects can be selected for deleting using
Ctrl-click (for non-consecutive instances or objects) and Shift-click (for
consecutive instances or objects) combinations.
Scheduling Info Objects 79

How to set object limits
Over a period of time, report instances can build up on the Info Desktop.
Additionally, users and user groups may be unaware of recently
scheduled instances and may attempt to schedule another. The end result
is report redundancy and inefficient use of processing time. Further,
older instances of a report/query object take up memory that could be
used for other report/query instances that are more recent and, typically,
more relevant. If you set instance limits, then older instances, as well as
the number of instances that you specify, will be automatically removed
from the folder, eliminating any need for time-consuming "housecleaning."
In most cases, your Info Administrator will have already set the instance
limits for you. However, for some users and user groups, these limits may
need to be modified in order to meet their specific needs.
If your administrator has enabled Seagate Info’s instance archival feature,
you will be able to archive old instances rather than deleting them. You
can retrieve them later. To archive deleted instances or less frequently
used instances of an object to a storage location specified by your
administrator:
1 Right-click the object and choose OBJECT LIMITS from the shortcut
menu.
The Set Object’s Properties dialog box appears with the Limits Tab
active.
NOTE: If instance archival is not first enabled at the global level, you will
not be able to specify archival settings for individual objects.
80 Seagate Info Desktop User’s Guide

2 Toggle the Override
global settings button on.
3 Select and specify how
you want to limit instances.
4 Click OK when finished.
How to retrieve archived instances
NOTE: If the archiving options have not been set in the Info
Administrator, the program will not archive instances. If this is the case,
you will need to speak with your administrator.
1 To retrieve one or more archived instances, choose the SHOW
HISTORY command from the View menu.
The Archive History Filter dialog box appears.
2 You can use the Owner text box and the Start Date Range text boxes to
narrow your search (and thus the number of instances returned).
3 Click OK.
The Info APS searches for instances with the specified owner and
within the specified date range, and returns a list of these instances.
The Info Storage History dialog box appears, displaying the list.
4 Highlight the instances you want restored or deleted.
5 Click Restore to return the instances to the Info Desktop and view the
selected instances from the Desktop.
Scheduling Info Objects 81

6 You can click Delete to permanently remove the instances from the
Info system. You will no longer be able to access these instances.
NOTE: Restored instances are not subject to the Object Limits
restrictions. For this reason, they cannot be archived a second time.
How to modify a prompting variable
3 Click Set Prompt.
If your report instance contains parameter fields, the Prompts Tab will be
available in the Schedule dialog box.
1 Click the Prompts Tab.
2 Highlight the prompt you want to modify on this list.
The Edit Region dialog box appears with the current prompt value
displayed.
4 Enter your new prompt in this text box.
5 Click OK.
82 Seagate Info Desktop User’s Guide

6 Click the Schedule button.
The prompting variable is modified as specified.
How to modify a selection formula
If your report object contains a selection formula, the Selection Formula
Tab will be available in the Schedule dialog box.
1 Click the Selection Formula Tab.
The current selection formula appears in the edit box.
2 Modify the formula in the text box directly by changing it as you
would any text.
3 Click the Check button to check the selection formula for errors.
NOTE: For more information on the Seagate Info formula language, see
the Report Design Guide.
Scheduling Info Objects 83

How to test database connectivity before processing
5 Toggle this option on.
When you are scheduling an instance that draws data from an SQL
database or an ODBC data source, you may want to run a test to ensure
that the object can correctly log on to and access the database. You can do
this using the Test connectivity only option on the Logon Tab of the
Schedule dialog box. This setting tests the connection without actually
retrieving any records.
When the connectivity test is completed successfully, the program posts
a DB Tested message as the status of the instance that you are testing
connectivity for.
1 Schedule the report object as you normally would, setting the format,
destination, and Info Server on the Info Tab of the Schedule dialog
box. See How to schedule an object for immediate processing, Page 54.
2 Set the time and date you want the instance to run, as well as any
dependencies on the When Tab. See How to set object dependencies,
Page 70.
3 Click the Logon Tab.
4 Verify the Data Source and Server information needed to log on to
the server, or enter the correct information.
The program will schedule the connectivity test in the same way it
schedules any other object.
If successful, you can then schedule the report object with confidence that
the connectivity settings are correct.
84 Seagate Info Desktop User’s Guide

How to push a report to an Info Channel
NOTE: Info Channel is only available if you are using Windows NT 3.51+
with Service Pack 3 and either Netscape Netcaster or Internet Explorer
4.0. For more information, see Overview - Info Channel, Page 288.
You can schedule reports to be pushed to your company’s intranet
channel for viewing in the same manner you would schedule a report
sent to any other destination. See How to specify an output destination, Page
56, for more information.
1 Highlight the object you want to process in the Job Information list
box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears with the Info Tab active.
3 Select the format you want your report to
be scheduled in from this drop-down list.
4 Select Channel
from this dropdown
list.
5 Click this button to select from
a list of possible recipients.
Scheduling Info Objects 85

The Configure CInfo Channel dialog box appears.
7 Click the Options Tab.
10 Click OK when finished.
6 Highlight the User or
User Groups you want to
push the report to.
8 Enter the title for the
report you want to appear
on the Info Channel.
9 Toggle this check
box on to allow the
report to be printed.
You are returned to the Info Tab of the Schedule dialog box.
86 Seagate Info Desktop User’s Guide

11 Make any other selections as desired, and click the Schedule button
when finished.
Your report is now scheduled to be pushed to the Info Channel with
the options specified.
How to view the output from a report/query
Once a scheduled report/query instance has completed, you can view the
results of that instance from the Info Desktop.
1 Highlight the instance in the Job Information list box.
2 Click the VIEW button on the toolbar.
A different application opens depending on the format of the instance
you want to view.
If you select a finished report instance:
● The report will be viewed from the Info Analyzer if you have the
Page-On-Demand from server option toggled off.
● The report will be viewed from the Info Viewer if you have the
Page-On-Demand from server option toggled on.
● The report will be viewed from within an application appropriate
to the final output format of the report. The report will be opened
if it is available on the viewing machine. For example, if the
instance produced a report in Excel format, the report will be
opened in Excel.
NOTE: Report instances can be viewed in other applications only if that
application is installed on your machine.
● If you selected a completed query instance, the query is opened in
the Info Analyzer.
● If you selected a cube instance, the cube is opened in the Info
Worksheet.
NOTE: To view a report from the Info Channel, see Overview - Info
Channel, Page 288.
NOTE: For more information on the Info Analyzer, see the Info Analyzer
online Help (ANALYZER.HLP).
Scheduling Info Objects 87

How to schedule a report package
You can schedule a report package much as you would schedule any
individual report. However, you may need to supply some additional
information in the Scheduling dialog box. This tutorial will guide you
through the process.
1 Right-click the report package and choose SCHEDULE from the
shortcut menu, or highlight the package and click the SCHEDULE
button on the toolbar.
The Schedule dialog box appears with the Info Tab active.
2 Complete the Info, When, and Notify Tabs as you would for any
other object.
NOTE: The only output formats available for report packages are the
Crystal Report (.rpt) format and the Postscript (.ps) format. The only
output destinations available for report packages are Disk and Channel.
3 On the LogOn Tab, highlight a server in the Server list box, and use
the Database, Logon User Name, and Logon Password text boxes to
verify the logon parameters for each server. The logon information
for each data source must be correct in order for the report package
to schedule successfully.
NOTE: The LogOn Tab will only appear if the report package includes
reports that require different data sources.
4 On the Prompts Tab, enter any required information about the
prompting variables for the reports in the package.
NOTE: The Prompts Tab appears only when the report package includes
reports that contain parameter fields.
NOTE: There is no Selection Formula Tab. Reports with selection
formulas will be scheduled with their default settings. You will not be
able to edit the selection formulas for individual reports from within the
report package.
88 Seagate Info Desktop User’s Guide

How to view a report package instance
1 Right-click the report package instance you want to view and choose
VIEW from the shortcut menu.
The Info Viewer for ActiveX opens.
2 Use the Info Viewer to view, print, and export your report. For more
information about using the Info Viewer for ActiveX, see Info Viewer
for ActiveX (WebAccess), Page 317.
Note that the group tree view shows the report package as a series of
reports connected to make one large "virtual" reports. Where a group
tree view in the Info Analyzer might show the various groups, the
Group Tree view in the Info Viewer shows the various individual
reports.
Scheduling Info Objects 89

90 Seagate Info Desktop User’s Guide

5 Viewing Info Objects
in the Worksheet
What you will find in this chapter...
Overview - Info Worksheet, Page 92
How do I start the Info Worksheet?, Page 92
The Info Worksheet window, Page 98
Overview - Info Worksheet for Java, Page 207
How do I start the Info Worksheet?, Page 92
The Info Worksheet window, Page 98
Viewing Info Objects in the Worksheet 91

Overview - Info Worksheet
The Info Worksheet presents a spreadsheet-like display of the data in a
cube. You can use it to examine any part of the cube, from any point of
view. You can explore the data in an ad-hoc manner and use sorting,
excluding and calculations to add further value to your data.
The Info Worksheet also has a powerful charting facility, which helps you
spot trends in your data more easily, and makes your figures look more
presentable.
When you want to present your figures in a report, you can call the Info
Report Designer straight from the Info Worksheet and put an informative
report together in a few easy steps.
This chapter is intended for end users who are interested in exploring the
data in OLAP cubes. It is probably the case that the data cubes have
already been created and the objective is to extract the important
information and put it into a presentable form.
NOTE: If you are unfamiliar with the concepts involved in OLAP analysis,
it is recommended that you refer to the introduction chapter or the
glossary in the Cube Design Guide before trying to use the Info
Worksheet.
How do I start the Info Worksheet?
You can call the Info Worksheet from the Info Desktop by double-clicking
a cube instance or by right-clicking on a cube instance and selecting VIEW
from the shortcut menu.
NOTE: To create your own cube, refer to the Cube Design Guide. To
schedule a cube to create an instance or an open cube object, see
Scheduling Info Objects, Page 49.
92 Seagate Info Desktop User’s Guide

The regions are listed
here as row fields.
The remaining
dimensions are paged.
The Info Worksheet displays the cube fields and data. The Toys example
cube is as follows:
The performance measures are
shown here as column fields.
A good way to get a feel for the features of the Info Worksheet is to follow
a business example. This chapter includes an example before describing
each of the features in detail.
Example: Which product has made the most profit this year?
This section shows how the Info Worksheet can be used to solve a real
business problem.
Consider the problem of a toy manufacturer, who wants to know which
of his products contributed most to the success of his business this year.
This is just the kind of question the Info Worksheet is designed to answer.
First, decide on the performance measure: Revenue will be fine for the
example. You could, of course, choose another, such as Volume or Margin.
The Info Worksheet display can be changed to show the Revenue figures
instead of those for Margin.
Viewing Info Objects in the Worksheet 93

1 Click here to select Revenue.
2 Next, re-orient the Info Worksheet to show the products as rows.
3 Click and drag products over to region to swap them.
94 Seagate Info Desktop User’s Guide

There are two top-level groups in the products dimension. The All Products
group can be hidden, so just the age groups are shown.
4 Use the Field Selector to highlight
just the age group fields.
Now that the Info Worksheet shows the product groups, it’s time to find
out which of them generates the most revenue.
Viewing Info Objects in the Worksheet 95

Looking closely at the numbers is not the easiest way to spot the largest
value – viewing the data in a chart makes this much easier!
5 Click on Actual, then click the
Graphics button.
It is clear that one of the groups generates much more Revenue than the
others. This group is Boys Age 8+. If you hover the mouse pointer over the
bar, a Tooltip will tell you just how much the revenue is.
The most profitable group has been found, but which toy in this group
contributes the most to its success?
96 Seagate Info Desktop User’s Guide

1 Right-click on Actual and
choose First Sort from the
shortcut menu.
2 Click this arrow to change
the sort to descending.
First, use the Field Selector to change the Info Worksheet display to show
just the Actual Boys Age 8+ fields.
Then, use a sort to show the product with the highest revenue.
From the display it is clear that Ambulance Set, with a Revenue value of
over four million, is the best performing product.
Viewing Info Objects in the Worksheet 97

The Info Worksheet window
General
appearance
Row fields
Page dimensions
Status bar
The Info Worksheet has a number of facilities for arranging the display of
figures, including sorting (as you have just seen), excluding of fields
according to their value, and also pareto analysis. All of these are covered
in detail in the later sections of this chapter.
The following is an example of the Info Worksheet.
Row dimension
Title Bar
The Title Bar on the Info Worksheet contains the name of the view or
instance which you are looking at. When looking at a cube instance, the
words ‘Default View’ are shown.
Status bar
Column field Column dimension
There is a status bar along the bottom of the Info Worksheet window
which keeps you informed of its progress through a task. For longer
tasks, a progress bar may be displayed.
98 Seagate Info Desktop User’s Guide

Info Worksheet
Terminology
Cubes store data in a structured way which logically represents a
particular business issue or problem. This representation consists of a
number of dimensions. In the Info Worksheet picture above, the
dimensions are region, yearly, products, measure, line_Item, and monthly.
Each dimension is composed of a number of fields. The fields in the
measure dimension here are Budget and Actual. A field can be identified by
a short code, its field name and an optional description.
In the Info Worksheet, a dimension which is shown down the left-hand
side of the display is a row dimension; the one shown across the top of the
display is a column dimension.
NOTE: The Info Worksheet can display up to 30,000 fields in a row
dimension and up to 7,999 fields in a column dimension. If you are
viewing an instance that is too large for the available memory, the Info
Worksheet displays the cells as containing ‘MEM!’ rather than values. To
remedy this, remove some fields from the display until the values appear.
If the cube being viewed consists of more than two dimensions, the
remaining dimensions will be shown as paged dimensions across the
bottom of the screen. Displayed next to each paged dimension is a field
from it. In the previous example, the Actual field from Measure is shown.
Special cells and cell values
Sometimes a cube contains special uninitialized or invalid cells. Also, cells
can contain special values, called null values.
The best way to understand these terms is to look at some examples:
● Say you create a cube that can hold a year’s worth of data for some
products. If you only have three month’s data in your cube (but
the space for nine month’s more), your cube will have some ‘gaps’
for the remaining months. The Info Worksheet calls these
uninitialized cells.
● Say you have some expenses that you’ve budgeted for: electricity
and heating and some others which you do not wish to budget for:
sundries. In your cube there will be budget cells with values for the
first two, but no cell (or value) for the third; no sundries cells will
actually exist. The Info Worksheet calls these invalid cells.
● Say you have a field called x in your cube that derives its value by
dividing y by z. If y and z are zero, then the value of x will be
equivalent to zero divided by zero. The Info Worksheet classifies
this as a null value.
Viewing Info Objects in the Worksheet 99

Multiple dimensions
The Info Worksheet can ‘stack up’ dimensions to show more than one
dimension in a row or column. A maximum of four dimensions in the
rows and four in the columns can be displayed in this way.
When dimensions are displayed like this, the one nearest the Info
Worksheet cells is called the inner dimension and any others are called the
outer dimensions.
Drill-down in the Info Worksheet
yearly and monthly are
outer dimensions here...
...and region is an
inner dimension.
Dimensions may include levels of consolidation. For instance, the region
dimension has a field for Europe which is the total of UK, France, Spain,
and so on. If a dimension is hierarchical, the Info Worksheet can either
show the hierarchy information, or just show the dimension as being
‘flat’, where all the fields in the dimension are shown.
100 Seagate Info Desktop User’s Guide

You can tell immediately which fields are parent fields in a hierarchy. If
Drill Information has been set in the Options dialog box (the default),
these fields will have a blue arrow next to them.
This button shows there are more
fields ‘underneath’ All Age Groups.
Clicking on the blue arrow button next to All Age Groups expands the
hierarchy (this is called drilling-down), and the button changes to a red
arrow button (which allows the hierarchy to be collapsed again):
Viewing Info Objects in the Worksheet 101

Drilling-down on Boys
Age 5-8 shows there
are only two products
grouped under here.
You can collapse all the hierarchies in the display at the same time, by
clicking the COLLAPSE ALL HIERARCHIES button on the toolbar. When you
click this button, the hierarchies in the paged dimensions will also be
collapsed, so the top-level paged fields will be shown.
As you can see, you could drill-down further. For example, you might
want to see exactly which products are grouped under Boys Age 5-8, and
why that group of products shows lower values than the others. To do
this, click the plus button on the Boys Age 5-8 field.
102 Seagate Info Desktop User’s Guide

Here is an example of drilling-down using the Craze sample database:
NOTE: Drill symbols are shown only if:
This button shows that the fields under
All reps are being displayed.
● the dimension contains a hierarchy,
● the dimension is displayed in hierarchical mode
● Drill Information has been set in the Options dialog box.
The following icons are shown next to a dimension and represent the
display mode for that dimension:
The fields are shown fully expanded, in a ‘flat’ view, with no hierarchical
icons. Clicking this icon will toggle the dimension into hierarchical mode.
The fields are shown in hierarchical mode, with hierarchical icons.
Clicking this icon will toggle the dimension into flat mode.
No hierarchy exists in the dimension. Clicking this icon will have no
effect.
When a view is first opened with the Info Worksheet, any hierarchies will
be displayed fully collapsed.
Viewing Info Objects in the Worksheet 103

Menu Commands
File Menu commands
There are other symbols in the Info Worksheet which can appear next to
fields or dimension names:
Indicates that a sort has been set.
Indicates that a local exclude has been set.
Indicates that a global exclude has been set.
Indicates that a top/bottom filter has been set.
Indicates that a total field is displayed.
These features are explained fully in later sections.
The menu bar is the command center of the Info Worksheet. Each option
on the menu bar activates a drop-down menu of commands, grouped
according to function.
The File Menu includes commands to open, save and print views,
produce a version of the data in Excel or Lotus format, and exit the Info
Worksheet.
Open Use the OPEN command to open another view in the Info Worksheet. The
current view will be closed.
Save View Use the SAVE VIEW command to save any changes made to the current
view, including added calculations or changes to the attributes for part of
the display. If the view has not been saved before, a prompt will ask you
to name the new view.
Save View As Use the SAVE VIEW AS command to save the current view under a new
name. A prompt will ask you to name the new view.
104 Seagate Info Desktop User’s Guide

Export To Excel/
Lotus
Use the EXPORT TO EXCEL/LOTUS command to save data from the current
view in Excel or Lotus spreadsheet format. To save just some of the cells,
select these first, otherwise you will be asked if you want to export all the
cells in the display.
Print Use the PRINT command to print data from the current view. A dialog box
will appear, where you can specify the parts of the display to print.
Print Setup Use the PRINT SETUP command to specify the printer options or select a
new printer.
Exit Use the EXIT command to leave the Info Worksheet. If changes have been
made to the current view, a prompt will ask if they are to be saved.
Edit Menu commands
The Edit Menu contains commands which allow areas of data to be
copied and placed in other applications, and calculations to be inserted,
edited or deleted.
Copy Use the COPY command to copy an area of selected data into the
clipboard.
Copy Special Use the COPY SPECIAL command to copy an area of selected data and its
associated field names and paged dimension information into the
clipboard.
Select All Use the SELECT ALL command to select all the cells in the Info Worksheet
display.
Calculation Use the CALCULATION/EDIT command to edit the selected calculation.
Use the CALCULATION/INSERT command to add a calculation to the Info
Worksheet. A field in the display must be selected in order for this
command to be available. Use the CALCULATION/DELETE command to
delete a selected calculation from the Info Worksheet.
View Menu commands
The View Menu contains commands which control the display of data (as
figures or a chart), allow total fields to be added, and collapse the
hierarchies in the display.
Viewing Info Objects in the Worksheet 105

Chart Use the CHART command to display all or the part of the data in the
Info Worksheet in a chart.
Row Totals Use the ROW TOTALS command to display fixed totals for the rows
(you can specify which parent field to use as the total). This
command is only available if there is a hierarchy in the row
dimension.
Column Totals Use the COLUMN TOTALS command to display fixed totals for the
columns (you can specify which parent field to use as the total). This
command is only available if there is a hierarchy in the column
dimension.
% Of Column Total Use the % OF COLUMN TOTAL command to display the cell values as
percentages of the column total. This command is only available if a
column total is already displayed.
% of Row Total Use the % OF ROW TOTAL command to display the cell values as
percentages of the column total. This command is only available if a
row total is already displayed.
% of Slice Total Use the % OF SLICE TOTAL command to display the cell values as
percentages of the overall total value of the data in the display. This
command is only available if both a column and a row total are
displayed.
Collapse All
Hierarchies
Format Menu
Use the COLLAPSE ALL HIERARCHIES command to collapse all the
open column and row hierarchies in the Info Worksheet display.
The Format Menu contains commands which allow you to alter the
settings for a chart and format the display using attributes.
Chart Use the CHART command to change the type of the chart (from bar to
line, for example), add labels, change the axes and other settings.
This option is only available if a chart is displayed.
Conditional
Attributes
Use the CONDITIONAL ATTRIBUTES/SELECTED ROWS/COLUMNS
command to specify display formatting and traffic lighting for the
selected rows and columns. Use the CONDITIONAL ATTRIBUTES/
WHOLE WORKSHEET command to specify display formatting and
traffic lighting for the entire Info Worksheet display.
106 Seagate Info Desktop User’s Guide

Delete Attributes Use the DELETE ATTRIBUTES command to remove any attributes set for the
selected fields. General attributes or performance indicators cannot be
removed using this option, the Highlighting dialog must be used.
Data Menu commands
The Data Menu contains commands which allow you to order the data in
the display using facilities like sorts and excludes.
Sort Use the SORT/ADD (FIRST/SECOND/THIRD) commands to specify an
ascending sort on the selected field. The option will not be available if the
field already has a sort. Use SORT/CHANGE DIRECTION to toggle the sort
between ascending and descending. Use SORT/NOW to sort the display
according to any specified sort keys. Use SORT/REMOVE ALL to remove all
existing sort keys.
Exclude Use the EXCLUDE/ADD command to exclude columns or rows for the
selected field. The option will not be available if the field already has an
exclude filter set. Use the EXCLUDE/NOW command to update the display
according to any specified excludes. Use EXCLUDE/EDIT to change the
details of an exclude. Use the EXCLUDE/REMOVE command to remove the
exclude for the selected field. Use the EXCLUDE/REMOVE ALL (LOCAL)
command to remove all local excludes that have been specified.
Show Top/
Bottom
Tools Menu commands
Use the SHOW TOP/BOTTOM/ADD command to display the columns or
rows with the highest/lowest values for the selected field. The option will
not be available if a field already has a top/bottom filter set. Use SHOW
TOP/BOTTOM/EDIT to change the details of a top/bottom filter. Use the
SHOW TOP/BOTTOM/NOW command to update the display according to
any specified top/bottom filters. Use the SHOW TOP/BOTTOM/REMOVE
command to remove the top/bottom filter for the selected field.
The Tools Menu allows you to change the general display settings in the
Info Worksheet and set a global exclude.
Options Use the OPTIONS command to call the Options dialog box. This has
settings for showing/hiding the Info Worksheet grid, descriptions, field
quotes and drill arrows. You can also specify whether sorts, excludes and
top/bottom filters are actioned automatically, as soon as they are set. You
can specify a global exclude for all Info Worksheet cells and set the
Viewing Info Objects in the Worksheet 107

default column width. You can also specify text to replace non-values
when copying Info Worksheet cells to the clipboard, see Special cell values,
Page 201.
Generate Report Use the GENERATE REPORT command to produce a report (via the Info
Report Designer), based on the data in the Info Worksheet display. See
Creating reports, Page 207.
Window Menu commands
The Window Menu allows you to specify the location of a Info Worksheet
chart.
Arrange Chart When a chart is displayed, use the ARRANGE CHART command to call the
Arrange Chart dialog box. This in turn has settings for displaying a chart
in its own window (so you can move or resize it), at the bottom of the Info
Worksheet window or in the main Info Worksheet display (in place of the
data cells).
Help Menu commands
The Help Menu provides access to the Info Worksheet online help, as well
as information about the version currently running.
Contents Use the CONTENTS command to open the contents page of the Seagate
Info online help. Use this as a starting point to quickly find any topic of
interest. Once in online Help, you can always return to the main index by
clicking the Contents button in the upper left corner of the Help window.
Search for Help
on
How to Use
Help
About Seagate
Info
Use the SEARCH FOR HELP ON command to display the help index dialog
box. You can search through every subject in online Help to find the
information you need quickly and jump straight to the topic of interest.
Use the HOW TO USE HELP command if you are not familiar with the
Windows Help system. A separate window will appear explaining how
to use the Help system.
Use the ABOUT SEAGATE INFO command to display the version number
and other pertinent information about the Info Worksheet.
108 Seagate Info Desktop User’s Guide

The Info Worksheet Toolbar
Shortcut menus
The options available on the Info Worksheet toolbar are:
Opens a view. The Select View dialog box appears.
Saves the view. If the view has not been saved before, the
Save View As dialog box appears.
Prints the Worksheet data. The output produced depends
on the print settings.
Displays the Info Worksheet data in a chart. Click it again
to hide the chart.
Sorts ascending.
Sorts descending.
Refresh now. If you specify a sort, exclude or show top/
bottom filter and Auto-Sort, -Exclude or -Show Top/
Bottom has not been set, this button will be reddened. In
this case, click it to update the display.
Collapses all hierarchies.
Generates an Info report.
Calls the Info Worksheet Help.
Shortcut menus allow you to change display options and use the sorting
and filtering functionality. Simply right-click on an area for the menu to
appear. Shortcut menus are available on inner and outer dimensions,
paged dimensions and inner and outer dimension fields.
NOTE: Some options in these menus may be grayed if the option is not
meaningful when the menu is called-up.
Viewing Info Objects in the Worksheet 109

Inner dimensions
When displaying more than one dimension in a row or column, there are
different shortcut menus on the inner and outer dimensions.
The shortcut menu on an inner dimension allows you to select fields to
display, toggle the display mode and specify sorts and excludes:
Outer dimensions
Right-click here to...
...call the Field Selector or
change the display mode.
Right-click on an outer dimension name, and the following shortcut
menu appears:
Choose Field Selector to select
which fields to display.
Toggle the display mode.
110 Seagate Info Desktop User’s Guide

Specify or remove a sort.
Specify or remove a
top/bottom filter.
Paged dimensions
If you right-click on a paged dimension name, the following shortcut
menu appears:
Choose a list of fields to use
for the paged dimensions.
Choosing SINGLE FIELD SELECTOR allows you to change the paged
dimension field. Choosing the MULTI FIELD SELECTOR allows you to select
a list of fields to show in the Info Worksheet. This is the list you cycle
through when you click on the spin buttons next to a paged dimension
field, see How to change the paged dimension fields, Page 136.
Inner dimension fields
Choose a new paged dimension field.
If you right-click on an inner dimension field, the following shortcut
menu appears:
Specify or remove a
local exclude filter.
Different options are available, depending on whether any sorts, excludes
or top/bottom filters have been set.
Viewing Info Objects in the Worksheet 111

Hide the selected
field(s) or show
other fields from
the dimension.
Outer dimension fields
How to open the Info Worksheet
If you right-click on an outer dimension field, the following shortcut
menu appears:
In the Info Desktop, right-click on the instance you want to view and
choose VIEW from the shortcut menu.
The Info Worksheet appears and the selected view of the cube is
displayed.
You can also double-click the view you want to look at, or select it, then
click the VIEW button on the Info Desktop toolbar.
How to save a view of the Info Worksheet
2 Click OK.
Specify or remove field attributes.
Add a calculation to the
column or row.
You can save the current Info Worksheet settings by selecting either SAVE
VIEW or SAVE VIEW AS from the File menu, or by clicking the SAVE button.
If you choose SAVE VIEW AS, you can save the Info Worksheet settings to
a different view.
1 Enter a name for the View.
112 Seagate Info Desktop User’s Guide

How to open a different view
4 Highlight a view and
the instance of it you
require from these lists.
5 Click OK.
1 Choose OPEN from the File Menu, or click the OPEN button.
2 If changes have been made to the present view, for example,
specifying some new attributes, a prompt will ask whether to save
the present Info Worksheet settings as a view before making the new
selection.
3 Click Yes to save the current settings in the view. Click Cancel to
return to the Info Worksheet and abandon opening the view. Click
No to display the Select View dialog box.
● If a view is selected in the Select View dialog box, all the instances
of that view are displayed.
NOTE: You cannot have more than one view in the Info Worksheet at one
time, but you can open multiple copies of the Info Worksheet.
Viewing Info Objects in the Worksheet 113

How to resize columns
The width of individual columns or groups of columns can be changed in
the Info Worksheet by clicking and dragging them with the mouse (see
the first two sections below) or by setting a default width (see Setting a
default column width, Page 115).
The ability to change the widths of different columns is useful, for
example, when some columns contain values just a few characters wide,
while others contain very large numbers. The display can be adjusted so
both are easy to read.
Row dimension field names
In the following example, some fields in the products dimension are
partially hidden.
1 Move the mouse over the line between the field
names and the data cells. The cursor changes.
2 Click and drag the line to its new position. This example would then
look like the next picture, with Racecar Classics, and so on, displayed
in full.
114 Seagate Info Desktop User’s Guide

Column dimension field names
● Click and drag to select consecutive column field names, or Ctrlclick
for non-consecutive field names.
2 Move the mouse so that it is over one of the column gridlines (the
cursor will change to the symbol shown at the left).
3 Click and drag the line to its new position. All the selected columns
will be re-adjusted automatically to the new width.
Setting a default column width
1 Select the column(s) you want to resize.
By default, the Info Worksheet columns are ten characters wide, but you
can specify a new default width if you want. The settings are kept when
you save the view.
1 Choose OPTIONS from the Tools menu.
Viewing Info Objects in the Worksheet 115

The Options dialog box appears.
How to show or hide extra tooltips
By default, tooltips are shown on field and dimension names, as they may
be partially hidden by the columns. They are also shown on buttons to
explain what they do. Tooltips on the following areas are optional and
can be turned on or off as necessary:
● Fields
● Dimensions
2 Specify the default
column width here.
● Symbols and buttons, like these:
The changes are kept when you save the Info Worksheet view.
1 Choose OPTIONS from the Tools menu.
116 Seagate Info Desktop User’s Guide

2 Toggle Tooltips on
or off to show or
hide extra tooltips.
The Options dialog box appears.
How to show or hide Field Selector buttons
2 Toggle Field Selector
Buttons on or off to show or
hide Field Selector buttons.
You can show or hide the Field Selector buttons shown next to
dimensions.
1 Choose OPTIONS from the Tools menu.
The Options dialog box appears.
Viewing Info Objects in the Worksheet 117

How to show or hide field information
2 Toggle these options on or
off to show or hide
descriptions, quotes or drill
icons next to fields.
The Info Worksheet has a number of default display settings that
determine how fields are displayed:
● descriptions are shown in place of field names,
● quotes contained in field names are hidden, and
● hierarchical fields are shown with drill arrows next to them.
These settings can be changed if necessary and the changes are kept when
you save the Info Worksheet view.
1 Choose OPTIONS from the Tools menu.
The Options dialog box appears.
How to show or hide the Info Worksheet grid
By default, the Info Worksheet has a grid that divides up the display into
cells. This can be turned on or off. The setting is kept when you save the
Info Worksheet view.
1 Choose OPTIONS from the Tools menu.
118 Seagate Info Desktop User’s Guide

The Options dialog box appears.
2 Toggle this option on or off to show
or hide the Info Worksheet grid.
How to show row and column totals
The Info Worksheet allows you to display or hide the total fields from
dimensions. These total fields already exist in the dimensions as
consolidated fields and are not added in by the Info Worksheet.
You can display the totals for the row or column cells as straightforward
values or as percentages. The totals columns and rows remain fixed, even
when the Info Worksheet is re-sized or re-oriented.
NOTE: This facility is only available when either the column or row
dimension has at least one parent field. Where no parent field exists, the
relevant option is grayed.
If, instead of displaying simple totals, you want to add more complex
calculations, see Calculations, Page 138.
Viewing Info Objects in the Worksheet 119

Displaying the row and column totals
This tutorial describes how to display the row totals in the Info
Worksheet. The procedure for displaying column totals is very similar:
simply substitute ‘Column Totals’ for ‘Row Totals’ in step 1 below.
1 Choose ROW TOTALS from the View menu.
The consolidated row
fields are displayed.
Displaying the totals as percentages
The totals symbol is shown here.
This tutorial describes how to display the row totals as percentages in the
Info Worksheet. The procedure for displaying column totals as
percentages is very similar: simply substitute ‘% of Column Total’ for ‘%
of Row Total’ in step 1 below.
120 Seagate Info Desktop User’s Guide

1 Choose % OF ROW TOTAL from the View menu.
The figures are shown as percentages of the totals field.
Displaying the values as percentages of the slice total
When the Info Worksheet is displaying cell values as percentages of the
row and column totals (both the options ‘Row Totals’ and ‘Column
Totals’ are selected), you can change the display to show the values as
percentages of the overall slice total.
1 Choose % OF SLICE TOTAL from the View menu.
Viewing Info Objects in the Worksheet 121

The figures are shown as percentages of the overall slice total in the
bottom right-hand corner of the display.
Displaying a different top-level totals field
When the column or row dimension has more than one top-level
consolidated field, you can choose which of the totals fields to show in the
display. In the Product dimension below, for instance, there are two toplevel
fields: All Products and All Age Groups.
122 Seagate Info Desktop User’s Guide

This symbol shows there is more than one top-level
hierarchy in the dimension. Click on it, then select a
new totals field from the dialog box that appears.
The Info Worksheet is then redrawn to display the All Products total field
and its immediate children:
Viewing Info Objects in the Worksheet 123

Displaying a different parent field
By default, when you display total fields, the Info Worksheet shows the
highest level field in each dimension and its immediate children (World,
Europe, Australia, Singapore and USA in the example below. However, you
may have several hierarchy levels in your dimensions, so the Info
Worksheet allows you to select a different parent field for display.
1 Right-click on the dimension and choose PARENT SELECTOR from the
shortcut menu.
The Select Parent Field dialog box appears.
2 Highlight a new parent field
from the Field Selector.
124 Seagate Info Desktop User’s Guide

The Info Worksheet is then redrawn to display the Europe total field and
its immediate children:
Displaying different child fields
By default, when you display total fields, the Info Worksheet shows the
highest level field in each dimension and its immediate children (World,
Europe, Australia, Singapore and USA in the example below. You may,
however, want to display just some of the children, so the Info Worksheet
allows you to specify them.
1 Right-click on the dimension and choose CHILD SELECTOR from the
shortcut menu.
Viewing Info Objects in the Worksheet 125

The Select Child Fields dialog box appears.
2 Highlight the new field(s)
from the Field Selector.
The Info Worksheet is redrawn to display the World total field and the
Europe and USA child fields.
126 Seagate Info Desktop User’s Guide

Re-orienting the Info Worksheet
Movement
cursors
This section describes how to rearrange the Worksheet display to show
different dimensions on the rows and columns.
To view a different ‘slice’ of the data (for instance, to view products against
line_items rather than products against regions), the dimensions can be
switched (or ‘re-oriented’). In the Info Worksheet, you can click-drag one
of the dimension names over to the name you want to swap it with. The
Info Worksheet will then be re-drawn in the orientation specified.
NOTE: If your cube contains only one dimension, you will not be able to
re-orient the Info Worksheet.
When you click-drag dimensions to different areas of the Worksheet
display, the cursor changes to indicate the action being carried out or if
the move is invalid.
The dimension cannot be dropped at this position.
Drops the dimension here.
Swaps the dragged dimension with the other dimension.
Places the dragged dimension to the right of the other
dimension.
Places the dragged dimension to the left of the other
dimension.
Places the dragged dimension between the two row
dimensions.
Places dragged dimension between the two column
dimensions.
Places the dragged dimension beneath the other
dimension.
Places the dragged dimension above the other dimension.
Viewing Info Objects in the Worksheet 127

How to re-orient the Info Worksheet
1 Click and drag the
dimension name.
The dimension name
moves and the ‘no parking’
sign appears, meaning it
cannot be dropped.
The Info Worksheet can be re-oriented to display data in many different
ways. Below are two examples of this.
Changing the row or column dimension
The example below shows how to swap the current row dimension with
one of the paged dimensions in the Info Worksheet display.
2 When the cursor changes to the ‘swap’
symbol, release the mouse button.
The Info Worksheet is redrawn to show products and region as row and
column dimensions, and measure, monthly, yearly and line_item as paged
dimensions.
The swapping also works the other way round. You can drag a paged
dimension up to a column or row dimension to swap it.
128 Seagate Info Desktop User’s Guide

2 When the cursor
changes to this
symbol, release the
mouse button.
The dimension name
moves and the ‘no
parking’ sign appears,
meaning it cannot be
dropped.
1 Click and drag the
dimension name.
Displaying multiple rows or columns
Now, more than one dimension are shown as rows in the Info Worksheet
display.
The Info Worksheet now looks like this:
Viewing Info Objects in the Worksheet 129

Selecting fields for display
Notice that during re-orientation, a progress bar is displayed, because a
large amount of data is being requested to fill the re-oriented display.
Multiple dimensions in the columns can be displayed in exactly the same
way.
NOTE: The Info Worksheet can display a maximum of four dimensions in
the rows and four in the columns.
NOTE: When a view is saved, the Info Worksheet ‘remembers’ the display
choices. The next time that view is displayed, the Info Worksheet will
show the data in the same orientation as when it was saved.
There are two ways to specify fields for display in the Info Worksheet. You
can use the Field Selector, which has a comprehensive number of features
for choosing fields, including multiple selection and search functions.
Alternatively, you can show or hide fields using a right-click menu in just
a couple of clicks, see How to show or hide fields quickly, Page 137.
The Field Selector can be used to:
● select fields to display in the rows or columns of the Info
Worksheet,
● select an individual field to show from a paged dimension,
● specify the fields you can cycle through when you click on the spin
buttons next to a paged dimension, see How to change the paged
dimension fields, Page 136, and
● select fields for use in a calculation, see Calculations, Page 138.
To call the Field Selector, click on the SELECT FIELDS button next to a
dimension, or right-click on the dimension name and choose an option
from the shortcut menu.
You can use the Multi Field Selector to choose any number of fields from a
dimension. If you call the Field Selector from a column or row dimension,
the fields you choose will be displayed for those dimensions. If you call
the Field Selector for a paged dimension, the fields you choose will be
those you can cycle through when you click on the spin buttons next to a
paged dimension, see How to change the paged dimension fields, Page 136.
You can use the Single Field Selector to pick a field from a paged dimension
or a field to use in a calculation.
130 Seagate Info Desktop User’s Guide

Search field.
Here is an example of the multi Field Selector:
1 Click on a field in the list to select it (in this example, the field Micro
Count is selected).
2 When you click OK, the Info Worksheet is redrawn with the new
orientation.
When a Field Selector is called, the dimension is displayed using
descriptions (if they have been defined); you can change the display to
show field names by clicking this button.
NOTE: Calculations are not available when you are selecting fields from a
paged dimension in the Info Worksheet.
The Field Selector toolbar
The toolbar at the bottom of the Field Selector allows the appearance of
the display to be changed.
Collapse/Expand hierarchies
● Collapse the displayed hierarchy by one level.
These numbers show the
number of fields displayed
out of the number
available in the dimension
(in this case, 70 out of 70).
● Expand the displayed hierarchy by one level.
These buttons are grayed if the dimension is not being displayed
hierarchically.
Viewing Info Objects in the Worksheet 131

Modifying selections
Click these buttons to modify a selection. These buttons are grayed in the
single Field Selector.
Display modes
Click to cycle through the three display modes. The button changes
appearance as you do this.
For a dimension with no hierarchy, the last of these options is not
available.
Field display
Deselects all fields in the dimension.
Selects all fields in the dimension.
Toggles the current field selection on/off.
The dimension is shown flat. Click this button to sort the
fields in alphabetic order.
The dimension is shown flat, with the fields in alphabetic
order. Click to show the fields hierarchically.
The dimension is shown hierarchically. Click this button to
flatten out the fields.
Click to toggle between displaying descriptions and field names. The
appearance of the button changes throughout this process.
Descriptions are displayed. Click this button to display the
field names.
Field names are displayed. Click this button to display
descriptions.
132 Seagate Info Desktop User’s Guide

Special Selections
The six buttons on the right of the Field Selector can be used to make
special selections.
Select top level fields
in the hierarchy.
Select children of the
current selection.
Move selection to children
of current selection.
These buttons are grayed in the single Field Selector, or if the dimension
has no hierarchies.
Selections can be modified or extended by using right mouse menus. To
see a shortcut menu, right-click a field in the middle of the hierarchy.
For a top level or base field, the shortcut menu will only contain the
options which are relevant to the selected field.
Search field
Select base level fields
in the hierarchy.
Select parents of the
current selection.
Move selection to parents
of current selection.
Choosing this option selects all the
children of Electronics.
This field allows you to search for fields in a dimension by either field
name or description. Type a word into the search field and the Field
Selector will immediately display the fields which match it. If the fields
are displayed using field names, the field name is matched; if they are
displayed using descriptions, the descriptions are matched. Once a field
list has been filtered, the ones you want can be selected.
Viewing Info Objects in the Worksheet 133

The ‘?’ (single character) and ‘*’ (multiple character) wildcard symbols
may be used. Here are some examples:
How to show or hide fields using the Field Selector
2 Highlight the fields
you want on this list.
Elec* Find fields starting with ‘Elec’, like ‘Electronics’.
*land Find fields ending with ‘land’, like ‘England’ or
‘Scotland’.
?ame Find all four letter words ending with ‘ame’, like ‘game’
or ‘fame’.
Use the Field Selector to select the fields that should be displayed in the
Info Worksheet. The example shows the Multi Field Selector, but the
Single Field Selector is very similar.
1 Click the SELECT FIELDS button next to the row or column dimension
name to call the multiple Field Selector.
The Multiple Field Selector appears.
Search for fields by
typing the name here. Use these buttons to
alter your selection.
● Select fields by using Shift-click or Ctrl-click, as well as rightmouse
menus.
● Clicking Cancel at any point will close the Field Selector and the
current selection of fields will not be changed.
● If making a complex selection, click Expand to see what has been
selected.
134 Seagate Info Desktop User’s Guide

.
This is the current selection.
3 When you click OK, the Info Worksheet display is refreshed to show
your selection:
Viewing Info Objects in the Worksheet 135

How to change the paged dimension fields
Moving through the fields one at a time
The paged dimension field can be changed using a spin button, as shown
below.
Click to move backwards through the fields.
Click to move forwards through the fields.
The list of fields that are cycled through can be specified using the multi
Field Selector, see Changing the available paged fields, Page 137.
Selecting paged fields using the Field Selector
If a dimension is large, it is easier to use the standard Field Selector to
select single fields from the paged dimensions.
1 Click the SELECT FIELDS button next to the paged dimension to select
another field.
The Select Single Field dialog box appears.
2 Highlight the required field, or...
...use the search field or toolbar
to help find the field you want.
3 Click OK.
The Info Worksheet is displayed with the newly chosen field as a
paged dimension field.
136 Seagate Info Desktop User’s Guide

Changing the available paged fields
You can specify the list of fields that can be cycled through when you use
the spin buttons next to the paged dimensions.
1 Right-click on the paged dimension and choose MULTI FIELD
SELECTOR from the shortcut menu.
The Multi Field Selector dialog box appears.
2 Choose the paged dimension fields.
How to show or hide fields quickly
Right-click on one of the
dimension fields and
choose Show Fields from
the shortcut menu.
The complete list of
fields will be shown for
the dimension.
There are two ways to specify fields for display in the Info Worksheet.
You can use the Field Selector, which has a comprehensive number of
features for choosing fields, including multiple selection and search
options, see How to show or hide fields using the Field Selector, Page 134.
Alternatively, you can use a quicker method.
Showing all the fields in a dimension
Viewing Info Objects in the Worksheet 137

1 Select the field(s)
you want to hide.
2 Right-click on one of
the fields and choose
Hide Fields from the
shortcut menu.
Calculations
How to add a calculation
Hiding fields in the display
The Info Worksheet allows you to add value to your data using
calculations. This can be useful, for instance, to show the total or
percentage total of several fields over time.
NOTE: The details of calculations are saved to the view, rather than the
original cube of data.
Info Worksheet calculations therefore provide a quick way of
manipulating data for your own use without unnecessarily complicating
the original cube for other users.
To display column and row totals, based on consolidated fields in
dimensions, see How to show row and column totals, Page 119.
A calculation is used to add a new row or column field, whose value is
based on the fields which are already present. For instance, you might
want to insert a field giving a quarterly total.
138 Seagate Info Desktop User’s Guide

1 Right-click on the field which the calculation is to be inserted before.
In the example below, this is April.
2 Choose Insert Calculation
from the shortcut menu.
3 You cannot add a calculation to a dimension if it is displayed in
hierarchical mode. In this case, just click on the symbol to switch the
dimension to a flat display.
4 Similarly, you will not be able to insert a calculation if the dimension
is sorted. Remove the sort, then repeat steps 1 and 2 above. For
information on removing a sort, see How to exclude columns/rows for a
field, Page 191.
By default, the calculation will be inserted before the field that was
right-clicked. If this field is the last one in the row or column, a
prompt will ask whether to place the calculation after, rather than
before the selected field.
Viewing Info Objects in the Worksheet 139

5 Click Yes to place it after or No to place it before. The Calculation
dialog box appears:
6 Enter the name of your
calculation here.
8 Add fields to the expression by clicking Select Field to call the single
Field Selector.
In this example, the 'Qtr1' field will be made equal to the sum of the
figures for the first three months of the year.
NOTE: It is the field names, rather than the descriptions, which appear in
calculations.
9 Click on the buttons to add numbers, arithmetic symbols and
brackets to the calculation.
NOTE: Calculations can be performed only on the fields within the
dimension into which they are inserted.
Calculations can contain the standard operators +, -, *, /, :, (, ). There are
also codes which can be used to type in numbers more quickly. You can
type K for a thousand, M for a million, B for a billion (a thousand million)
and T for a trillion (a million million). Percentages can also be added
directly using the % sign and scientific notation. For instance, 2000 could
be written as 2K or as 2E3, 110,000,000 could be written as 110M or 0.11B,
and 0.03 as 3% or 0.3E-1.
Other functions and operators can be used in calculations. The available
functions are:
● SUM (startfield:endfield)
to calculate the sum.
● AVG (startfield:endfield)
to calculate the average.
7 Build up the expression for
your calculation here.
140 Seagate Info Desktop User’s Guide

● MIN (startfield:endfield)
gives the minimum value.
● MAX (startfield:endfield)
gives the maximum value.
● SQRT (expression)
gives the square root of the expression.
● LOG (expression)
gives the logarithm of the expression.
● EXP (expression)
gives the e to the power (natural anti-logarithm) of the expression.
● RANDOM
gives random values.
● VAR (field1,field2)
gives the percentage variance.
10 Use the Functions drop-down list to select different operators, then
click the Use Function button to add them to your calculation.
The percentage variance function VAR will return the percentage
variance between the two fields, (field1-field2)/field2. To show a percent
sign after your values, see Formatting the display using attributes, Page 143.
11 Click OK to add the calculation to the Info Worksheet.
Here is the new Qtr 1 column.
Viewing Info Objects in the Worksheet 141

How to edit a calculation
How to delete a calculation
Right-click on the calculation, and choose EDIT CALCULATION from the
shortcut menu.
The Calculation dialog box appears:
The details of the calculation are shown here.
2 Edit the details, then click OK.
1 Right-click on the calculation and choose DELETE CALCULATION from
the shortcut menu.
A prompt will ask you to confirm the deletion.
2 Click Yes to delete the calculation, or No to leave the calculation in
place.
142 Seagate Info Desktop User’s Guide

Formatting the display using attributes
Default
attributes
Setting
attributes: an
overview
Attributes are used to control the appearance of data in the Info
Worksheet. They can be attached to individual columns or rows, or the
display as a whole. You can also apply attributes to cells whose values fall
within a certain range. So, for example, you could set an attribute to show
the best sales figures with a red background. Here are some examples of
uses for attributes:
● Displaying a currency symbol, such as a dollar or pound sign,
before each cell value.
● Displaying any negative values in brackets and not with a minus
sign.
● Displaying the values in a particular column as percentages.
● Highlighting sales figures in bold to show where targets have not
been met.
● Color-coding cells, so that low, medium and high figures are
shown with differently-colored backgrounds. This is called traffic
lighting.
The attribute settings are stored when the view is saved, so the display
will be identical when you load it again.
NOTE: Attributes cannot be used to change the appearance of row or
column dimension names, the cursor or the edit box.
If attributes have not been set for a particular view, these default
attributes are used:
● Arial font with a size of 10 point,
● autoscale,
● two decimal places,
● triple set to comma,
● uninitialized cells are displayed as ‘None’,
● invalid cells are displayed as blank, and
● figures are shown in black with a white background.
The process of setting attributes has three main stages:
1. Choosing which cells to apply the attributes to: either selected rows/
columns or the Info Worksheet as a whole.
Viewing Info Objects in the Worksheet 143

2. Specifying which kinds of cells or values the attributes will affect.
This can be done by choosing one of the predefined categories:
● unavailable values (when the Info Worksheet is calculating them)
● uninitialized cells
● invalid cells
● null values
● all values
or by creating a new category, like values between 2000 and 3000, for
example.
3. Choosing the attributes to use when the values are shown in the Info
Worksheet. These are usually different colors, but other kinds of
attributes can be used.
The Highlighting dialog box is used to manage the attributes in the Info
Worksheet.
The different conditions
for values are shown here.
The colors for the range
can be selected here.
From this dialog box you can select standard colors for each condition, or
click the Advanced button to choose customized colors, as well as
different fonts and numeric attributes. You can also define new
conditions.
144 Seagate Info Desktop User’s Guide

1 Click on New Item.
2 Specify the
condition details here.
Conditions can be defined individually, or you can use traffic lighting.
When this is selected, three value ranges (conditions) are created
automatically – a low range, medium range and high range; these are all
based on an upper and a lower value you supply.
Viewing Info Objects in the Worksheet 145

Three ranges are created
automatically with
different color schemes.
2 Click this button to
specify the start and end
values of the range.
1 Specify the details for each range here.
It may be the case that two conditions ‘overlap’ (two or more conditions
include the same values), so you can order them according to their
priority. This means that the attributes for one condition will be used in
place of another, when a value exists in more than one condition, see How
to manage two conditions that reference the same cells, Page 152.
Setting attributes on paged fields
If you set attributes on a column or row field in the Info Worksheet, then
re-orient the display so the field is paged, the settings will remain in
effect.
For example, in the picture below a background color attribute has been
added to the row figures for Italy, to make them stand out.
146 Seagate Info Desktop User’s Guide

If the Info Worksheet is re-oriented so that Italy is a paged dimension
field, the background color attribute will remain in effect, so the whole
display will be colored:
The attributes for Italy are used for this ‘slice’.
Viewing Info Objects in the Worksheet 147

How to set color attributes for the whole Info Worksheet
2 Highlight the
condition on this list.
This section explains how to add a color attribute using a predefined
condition and standard colors. The settings will affect the Info Worksheet
as a whole.
To apply color attributes to particular rows or columns (as opposed to the
whole Info Worksheet), see the next section.
1 From the Format menu select CONDITIONAL ATTRIBUTES/WHOLE
WORKSHEET.
The Highlighting dialog box is displayed.
3 Select the font and background
colors from these drop-down lists.
An example is shown here.
In this dialog box, ‘value is anything’ will color the Info Worksheet
cells, regardless of the value. The ‘value is not available’ option refers
to when the Info Worksheet is calculating values for the display. For
an explanation of the terms ‘uninitialized’, ‘invalid’ and ‘null’, see
Special cells and cell values, Page 99.
4 Click OK to view the results of the attribute settings in the Info
Worksheet display.
148 Seagate Info Desktop User’s Guide

The color attribute has affected all the cells in the Info Worksheet
display. These settings will stay when the Info Worksheet is reoriented.
How to set color attributes for specific columns or rows
1 Select the columns and rows to highlight.
2 Choose CONDITIONAL ATTRIBUTES/SELECTED ROWS/COLUMNS from
the Format menu.
Viewing Info Objects in the Worksheet 149

By default, no
conditions are defined.
How to define a new condition
The Highlighting dialog box appears.
Before colors can be applied to the selected columns or rows, a
condition needs to be defined, see the next section below.
3 Highlight a range on the Item list.
4 Select the font and background colors and click OK to view the
results in the Info Worksheet display.
When you want to apply attributes to a range of values (or type of value)
not listed in the Highlighting dialog, you can define a new condition.
1 Call the Highlighting dialog box and highlight New Item on the Item
list.
150 Seagate Info Desktop User’s Guide

2 Select a condition from this drop-down
list, then specify any range value required.
3 Select the color attributes for the condition.
4 Click OK to view the attributes in the Info Worksheet. In this
example, the products with excellent revenue figures ($50,000 or
higher) stand out clearly from the rest.
Any conditions defined in this way are kept when you save the Info
Worksheet view.
Viewing Info Objects in the Worksheet 151

How to delete a condition
2 Click Remove to remove the
range, or Remove All to remove
all the user-defined ranges.
1 Call the Highlighting dialog box and highlight the item(s) you want
to delete on the Item list.
3 Click this button.
NOTE: You cannot remove the default conditions that are shown in gray.
How to manage two conditions that reference the same cells
It may be the case that two conditions ‘overlap’. In other words, they both
refer to the same cells in the Info Worksheet.
For example, you may define your first condition for highlighting figures
that are performing poorly (Revenue is less than $400,000).
For details on how to define a condition, see How to define a new condition,
Page 150.
152 Seagate Info Desktop User’s Guide

The new condition has
been added here.
The previous
condition has been
moved down the list.
The highlighted cells show that in several of the
months, Revenue was less than $400,000.
You may then decide to add a second condition to show figures that are
performing slightly better than the first set (Revenue is less than $700,000).
Viewing Info Objects in the Worksheet 153

The new condition has
been added here.
The previous
condition has been
moved down the list.
You may then decide to add a second condition to show figures that are
performing slightly better than the first set (Revenue is less than $700,000.
The conditions in the Highlighting dialog box are listed in order of
priority. The priority increases towards the top of the list. In the example,
this means that the new condition ‘

1 Click on the
Value

How to show best and worst performers
The Info Worksheet allows you to color-code the figures in the display,
according to their value. You can define conditions manually and attach
different colors to them, as described in the previous section, but there is
a quicker method.
Use traffic lighting to specify a range of values, say 50,000 to 100,000, then
the Info Worksheet will create three conditions automatically:
1. a low value condition (100,000)
These three conditions can then be highlighted in your data using colors
or other attributes.
1 If you are creating a condition for the whole Info Worksheet, choose
CONDITIONAL ATTRIBUTES/WHOLE WORKSHEET from the Format
menu.
● If you are creating a condition for particular columns or rows,
select them first, then choose CONDITIONAL ATTRIBUTES/SELECTED
ROWS/COLUMNS from the Format menu.
The Highlighting dialog box appears.
2 Type the lower and upper
conditions into these fields.
3 Click this button.
156 Seagate Info Desktop User’s Guide

The Highlighting dialog box now shows the three conditions defined:
Colors are chosen automatically for the three conditions.
When OK is clicked, the Info Worksheet display is color-coded according
to the defined conditions.
The three conditions can be edited in the same way as other conditions
defined in the Highlighting dialog. You can also use different kinds of
attributes to highlight the different ranges of values. This is described in
the next section.
Viewing Info Objects in the Worksheet 157

How to use advanced number, font and color attributes
Setting advanced
attributes
So far in the attributes section, the examples have used colors to highlight
different data values. It may be the case, however, that you want to use
bold or italic rendition to highlight values, or perhaps you want to add
currency symbols to the data values.
The first example looks at assigning a dollar sign attribute to all the cells
in the Info Worksheet and uses a predefined condition. If you need
information about defining a condition, see How to define a new condition,
Page 150.
1 If you are applying attributes to the whole Info Worksheet, select
CONDITIONAL ATTRIBUTES/WHOLE WORKSHEET from the Format
menu.
● If you are applying attributes to particular columns or rows, select
them first, then choose CONDITIONAL ATTRIBUTES/SELECTED
ROWS/COLUMNS from the Format menu.
The Highlighting dialog box appears.
2 Highlight a condition on this list.
3 Click this button.
158 Seagate Info Desktop User’s Guide

The Attribute Editor appears.
4 Click the Number Tab.
5 Toggle this check box on and type the
currency symbol in the corresponding text box.
When OK is clicked, the Info Worksheet shows the dollar symbol next
to each of the figures. The attribute was set for the whole Info
Worksheet, so it will always appear, even when the display is reoriented.
Viewing Info Objects in the Worksheet 159

Changing
attributes for
columns and
rows
The calculation has
been added here.
As mentioned previously, attributes can be applied to rows and columns
as well as the Info Worksheet as a whole. The second example looks at
how advanced attributes can be used for a particular row in the display.
Several cost items are stored in the example cube, including Product Costs
and Total Costs. A calculation is used to show how Product Costs
contribute to the Total Costs figure:
Prod Cost % = (Product Costs/Total Costs)*100
For information on how to add a calculation to the Info Worksheet
display, see How to add a calculation, Page 138.
The Info Worksheet display has a dollar symbol at the front of each cell
value. For information on setting a currency symbol attribute for all the
Info Worksheet cells, see the previous example.
The calculation shows the percentage, but the dollar symbol is
inappropriate for the field. The values should be shown with percentage
symbols and no dollar sign.
1 Right-click on the calculation in the display and choose EDIT
ATTRIBUTES from the shortcut menu.
The Attribute Editor appears.
2 Click the Number Tab.
160 Seagate Info Desktop User’s Guide

Attribute Editor
options
3 Toggle these options on and type the
proper symbol in the Postfix text box.
The blank prefix text effectively ‘clears’ the dollar sign from the front of
the field values. Now the Info Worksheet shows the calculation with a
percent symbol and no dollar sign.
There are three Attribute Editor tabs for setting color, font and number
attributes. Each tab has several options which are explained in the
sections below.
When a tab is displayed, the current attribute settings are shown. An
unchecked box or blank edit field indicates that an attribute has not been set.
Viewing Info Objects in the Worksheet 161

Number Tab
Use this tab to alter the format settings (like the number of decimal places
or the triple character) for numbers in the display.
NOTE: If setting Number attributes for uninitialized or invalid values,
only the Replace Text option is available.
● Toggle the Plus or Minus check boxes on to explicitly show a plus
or minus sign in front of positive or negative numbers. The
defaults are for a minus sign to be shown, but no plus sign.
● Toggle the Bracket On Negative check box on to enclose negative
numbers in brackets.
● If Auto-Scale is toggled on, a number which overflows the width
available will be successively scaled by 1000 until either the value fits
in the width, or the scaling limit of 1 trillion is reached. If this
succeeds in fitting the value into the field width, the number will
have the appropriate scaling factor appended, for example ‘K’ or ‘M’.
● Toggle the Triple check box on to use a triple character to break up a
number into blocks of three characters, and use the corresponding
drop-down list to specify what this character should be. The
options are single quote (‘’’), point (‘.’) and space (‘ ‘).
● Toggle the Percent check box on to display numbers in percentage
format. The number will be multiplied by 100 and a ‘%’ will be
appended. This attribute has no effect on the value stored in a
cube, only on its representation when displayed.
● Toggle the Prefix Text check box on and enter some text in the text
box to output the text immediately before the number. The prefix
text will be output using the same attributes as the number (where
these apply). This can be used for adding currency symbols, for
example, ‘£’, ‘$’.
162 Seagate Info Desktop User’s Guide

● Toggle the Postfix Text check box on and enter some text in the text
box to output the text immediately after the number. The prefix
text will be output using the same attributes as the number (where
these apply). This can be used for adding currency symbols, for
example, ‘Pts’, ‘DM’.
● Toggle the Replace Text check box on and enter some text in the text
box to replace the number. When setting attributes for
uninitialized or invalid values, this is the only Number attribute
option available. This could be useful if, for example, you want to
display all invalid cells as ‘Invalid cell’, by toggling this option on
and typing the replacement text in the text box.
● Toggle the Decimal Places check box on and enter a number in the
corresponding text box to specify the number of places to be
shown after the decimal point.
● Select a character from the Radix drop-down list to specify a
character to use as the radix (decimal point). The options are point
(‘.’), comma (‘,’) and space (‘ ‘). Specifying space is the same as
using the default character (‘.’).
A preview of the format chosen is shown on the bottom right of the tab.
Font Tab
Use this tab to set the font details (like the typeface or the point size) for
displaying data.
● Select the Typeface and the Size from the drop-down lists.
● Toggle Bold or Italic on to obtain these styles of rendition.
● Toggle Underline on to underline the value in a data cell. You can
pick a style of underlining from the Style drop-down list. Toggle
the Full Width of Field check box on to underline the whole cell.
Otherwise, the underline will only be under the data value.
Viewing Info Objects in the Worksheet 163

Charting
Color Tab
Use this tab to change the foreground color, background color and
shading for the display.
The Select buttons call the standard Windows color picker, so you can
choose a color. To cancel the color, click Remove, (then Apply or OK).
Select a sample from the Shading drop-down list to darken a field. Four
different levels of shading are available to choose from.
You can display the Info Worksheet data as a chart, which can make it
easier to spot trends in data and compare different values.
The Worksheet can display many different kinds of chart, including:
● pie charts,
● line charts,
● histograms,
● XY charts, and
● stacked bar charts.
Each chart can be fully customized with labels, headings and footnotes
and more.
164 Seagate Info Desktop User’s Guide

A chart can be in the data area, like this:
It can be free-floating in a separate window, like this:
Viewing Info Objects in the Worksheet 165

Or it can be shown at the bottom of the Info Worksheet window like this:
When you move the cursor over a chart, each field value is shown in a
tooltip:
166 Seagate Info Desktop User’s Guide

How to show data in a chart
You can display all or part of the data in the Info Worksheet in a chart.
NOTE: You cannot display the Info Worksheet as a chart when more than
one dimension is shown in the rows or the columns.
1 Highlight the row and column fields you want to use in the chart. If
you do not highlight any fields, all column and row fields will be used.
In the example below, France and Italy have been selected from the
column dimension and Dolls Accessories, Collectibles and Electronics
from the row dimension.
Viewing Info Objects in the Worksheet 167

Figures for
Spain are now
shown in the
chart.
2 Choose CHART from the View menu or click the GRAPHICS button on
the toolbar. Once you are displaying a chart, you can click this button
again to hide the chart.
3 If you highlight other fields, the chart is redrawn immediately.
168 Seagate Info Desktop User’s Guide

How to show a chart in a different area of the display
As mentioned at the start of the charting section, you can show charts in
three areas of the Info Worksheet display:
1. free-floating (in a separate window),
2. at the bottom of the Info Worksheet window, or
3. within the data area (in place of the cell values).
The tutorial below explains how to select where to display a Info
Worksheet chart. It assumes that you are already displaying a chart.
1 Choose ARRANGE CHART from the Window menu.
The Arrange Chart dialog box appears.
The display changes to show the chart in the selected location. For
examples of the three arrangements, see Charting, Page 164.
How to display a different type of chart
2 Choose a location
for the chart.
By default, the Info Worksheet uses a 3-D bar chart to show your data.
This is, however, just one example of the many types of charts you can
use.
Here are some of the other chart types:
● pie charts,
● line charts,
● histograms,
● XY charts, and
● stacked bar charts.
Each of these can be customized. For example, you may want to put your
own labels on the chart or change the scaling.
Viewing Info Objects in the Worksheet 169

2 Click on a button to
choose the type of chart.
The tutorial below explains how to select a different type of chart.
1 Choose CHART from the Format menu or right-click on a chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
This box shows what the chart will look
like. If it is blank, a chart cannot be drawn
from the selected data.
The new chart is then shown in the Info Worksheet display:
3 Select a
style from
this list.
You can also customize your chart using Seagate Charts, see How to fully
customize a chart using Seagate Charts, Page 180.
170 Seagate Info Desktop User’s Guide

How to set a chart back to the default style
How to set a new default style
By default, the Info Worksheet uses a 3-D bar chart to display your data.
If you select a different kind of chart, you can change back to the default
style at any time.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
2 Click the Custom Tab.
3 Click Reset to reset the chart back to
the default style. A prompt box
appears, asking to confirm the setting.
By default, the Info Worksheet uses a bar chart to display your data, but
you can specify a different type of chart to be used as the default.
1 Display the chart you want to set as the default type.
2 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
Viewing Info Objects in the Worksheet 171

The Format Chart dialog box appears.
3 Click the Custom Tab.
How to manage chart templates
Creating a chart
template
4 Click Set to set the chart as default. A prompt
box appears asking to confirm the setting.
This box shows the type of chart
that will be the default.
When you create this chart in the future, the new default settings will
be used.
The Worksheet allows you to create your own chart templates that store
information about the appearance of charts. These are separate to the
default chart template described in the previous two sections.
A template can be saved with the settings for a particular chart, then
loaded again to use with different Worksheet data. A library of templates
can be built up, removing the need to recreate each chart - they can be
loaded straight in.
1 Display the chart you want to use to create the template.
2 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
172 Seagate Info Desktop User’s Guide

Loading a chart
template
The Format Chart dialog box appears.
3 Click the Custom Tab.
4 Click this button, then specify
a file name in the File dialog box.
This box shows the type of chart the template will be based o
Once a chart template is created, you can load it to use with your data.
The settings from the template are applied to the chart in the Worksheet
display.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
2 Click the Custom Tab.
3 Click this button, then
choose a template file.
This shows the type of chart the template will create.
Viewing Info Objects in the Worksheet 173

How to customize the chart axes
Changing the
range of the axes
3 toggle the Auto Range
check box off, then enter
the new axis values here.
You can change the appearance of the axes on your chart in several ways.
By default, the range of values on each axis is calculated automatically; it
depends on the data being displayed. You can, however, specify your
own range of values of an axis.
For example, the chart below has a bar with a high value that makes
comparing the lower value bars difficult. It may be undesirable to hide
the high value bar from the chart, so instead, the Y-axis scale can be
changed to show the lower values more clearly.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
2 Click the Axes Tab.
174 Seagate Info Desktop User’s Guide

Hiding tick
labels
As you can see from this dialog box, the settings for the X-axis and Y2/Z
axis can be specified in exactly the same way.
The Info Worksheet chart now shows the lower value bars in more detail,
making it easier to compare them. The All Products bar has a value outside
the range, so it can effectively be ignored.
By default, a value is shown against every tick mark on a chart y-axis. You
may, however, want to change the display so that a label appears every 3
ticks, for example, and the others ticks are left without labels.
In the following example, the y-axis is labeled from 100K to 600K, with
ticks every 50K.
In this example, the y-axis will change so that two blank ticks appear
between each labeled tick.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
Viewing Info Objects in the Worksheet 175

There are two blank ticks
between each label.
The Format Chart dialog box appears.
2 Click the Axes Tab.
3 Type the value for the number of blank ticks
between labels in the appropriate Scale box.
The chart now looks like this:
NOTE: You cannot change the tick labeling for three-dimensional charts.
176 Seagate Info Desktop User’s Guide

How to customize chart titles and labels
Showing very
long field names
3 Toggle these check boxes on
to stagger the axes labels, or
enter the number of lines
labels can wrap in the edit box.
Sometimes, fields have long names, and they may overlap each other on
a chart.
The x-axis labels are overlapping each other.
The Info Worksheet allows you to stagger the names on the axes, or wrap
them on to multiple lines.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
2 Click the Axes Tab.
Viewing Info Objects in the Worksheet 177

Adding new
titles and labels
to a chart
In the example below, the x-axis labels are staggered.
In the example below, the x-axis labels are wrapped onto two lines.
You can add your own labels and titles/subtitles to your charts. Unlike
field labels, which change when a chart is reoriented, your titles and
labels stay in the same place.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
178 Seagate Info Desktop User’s Guide

The Format Chart dialog box appears.
2 Click the Text Tab.
3 Type the appropriate information
in each of these text boxes.
When a space is inserted into the Footnote field, the footnote on the chart
is blanked out, leaving just the labels and titles.
The titles and labels make it easy to see what the chart is showing.
Viewing Info Objects in the Worksheet 179

How to fully customize a chart using Seagate Charts
The Info Worksheet has a powerful built-in chart editor that allows you
to customize charts and select further chart types. It has a more
comprehensive range of options than the Format Chart dialog box
described in the previous sections.
1 Choose CHART from the Format menu or right-click on the chart and
choose FORMAT CHART from the shortcut menu.
The Format Chart dialog box appears.
2 Click the Custom Tab.
3 Click the Chart Editor button.
Seagate Charts is called. You can then customize your chart using the
available options.
For information on how to use Seagate Charts, consult the on-line
help provided.
180 Seagate Info Desktop User’s Guide

How to drill up and down hierarchies in a chart
If the child fields have
children themselves, you
can drill-down again.
When a chart displays data from hierarchical dimensions you can drill up
and down the hierarchies by clicking on the chart.
NOTE: The row or column dimension must be displayed in hierarchical
mode to allow drilling. See Drill-down in the Info Worksheet, Page 100.
1 Double-click on one of the chart fields to drill-down.
The chart is redrawn to display the child fields:
You can also drill-up on hierarchies by right-clicking on a field and
choosing DRILL UP from the shortcut menu.
Viewing Info Objects in the Worksheet 181

Sorting fields in the display
You can specify sorting to order the values in the Info Worksheet display.
This can be useful, for example, to rank sales regions according to their
revenue. Once a sort is specified, it is easy to see which is the most
successful.
You can sort fields or dimensions and up to three sorts can be in place on
the rows and three on the columns at one time. These are referred to as
first sort, second sort and third sort.
A sort will determine the order in which rows or columns are displayed,
based on the values used for the first sort. If the order cannot be
determined, the second sort is used, and if this fails, the third sort is used.
When a dimension is specified for sorting, and descriptions are being
shown, the descriptions will determine the order. If field names are being
shown, the field names will determine the order. When fields are
specified for sorting, the value of the data is used to determine the order.
All sorts can be ascending or descending. If the sort is on a dimension,
then fields are sorted alphabetically, with the numbers 0-9 (in that order)
coming before A-Z. If the sort is on a field, then rows or columns are
ordered numerically.
Cells with the values Uninitialized (None) or Invalid are ranked in value
below any other cells, so they will appear last in a descending and first in
an ascending sort. If you don’t want these cells to be sorted, use an
exclude (see Excluding fields from the display, Page 188) to remove them
from the display.
When a sort is specified, an arrow symbol is shown on the dimension or
field you are sorting on. The arrows for a descending sort simply point in
the opposite direction to an ascending sort.
An ascending sort on a row dimension looks like this:
Here is the sort symbol.
The descriptions are shown in
ascending, alphabetic order.
182 Seagate Info Desktop User’s Guide

Performing
multi-level sorts
For an ascending sort on a row field, you will see this:
NOTE: In all cases, the arrow symbol points in the direction of decreasing
‘value’.
If you specify a sort on the row dimension, then re-orient the Info
Worksheet so it appears as the column dimension, the sort will move with
the dimension. Similarly, if you swap a column dimension with a row
dimension, the sort will move with the dimension.
However, the behavior is different for paged dimensions. If you swap a
row or column dimension with a paged dimension, the sort will be lost.
The Info Worksheet allows you to perform multiple sorts.
When a sort is activated, the Info Worksheet will attempt to sort the fields
or data. If the sort order cannot be determined (where the same value
occurs more than once), the second sort and, if this is unsuccessful, the
third sort is used. If none of the sorts can determine the order, the order
in which fields were defined is used.
When multi-level sorts are specified, they are indicated by different
colored arrows:
● Red - first sort
● Green - second sort
● Yellow - third sort
Here is the sort symbol.
Values increase in this direction.
Promotion There is a ‘promotion’ system for sort keys. For example, where a first sort
and a second sort are specified, if you delete the first sort, the second sort
will be promoted to become the new first sort. Similarly, deleting a
second sort will promote the third sort to become the new second sort.
Viewing Info Objects in the Worksheet 183

Restrictions There are some restrictions for sorting:
● If you are displaying more than one dimension on a row or
column then there are certain sorts which cannot be performed:
You cannot sort on this dimension. You cannot sort on the column fields.
The dimension and field sorts indicated above are trying to sort both
the measure and yearly dimensions, but with two dimensions
displayed like this, the order has already been fixed. The shortcut
menu items for sorting are grayed in these cases.
● A dimension cannot be sorted when it is displayed hierarchically,
so the shortcut menu items for sorting will be grayed.
● If you have specified a sort on a field which is then hidden by
changing the view, the sort on the field is lost. This could happen if
you collapse a hierarchy containing a field with a sort, or if you use
the Field Selector.
● A calculation cannot be added to a dimension which has been
sorted. If you try to do this, you will receive a warning message,
for instance:
184 Seagate Info Desktop User’s Guide

How to sort on a dimension
To sort the Info Worksheet display using the field names in a dimension
as keys, click the right mouse button over a dimension and choose FIRST
SORT NAMES from the shortcut menu:
The products are now sorted in
ascending, alphabetic order.
By default, the sort is performed immediately. This is controlled via the
Auto Sort option on the options dialog box (available via Tools/Options).
If this option is deselected, you will need to click the Refresh Now button
on the Info Worksheet toolbar to sort the display. The button will turn red
when the display needs updating after a sort has been specified.
Viewing Info Objects in the Worksheet 185

How to sort on a field
To sort the Info Worksheet display using field values as keys, right-click
on a field and choose FIRST SORT from the shortcut menu:
The region fields are now sorted using
the values for Tropical Treasures.
By default, the sort is performed immediately. This is controlled via the
Auto Sort option on the options dialog box (available via Tools/Options).
If this option is deselected, you will need to click the Refresh Now button
on the Info Worksheet toolbar to sort the display. The button will turn red
when the display needs updating after a sort has been specified.
If the first sort does not determine the order, another sort can be added.
In the example below, the products should be ordered using the Budget
values. Unfortunately, Budget contains duplicate values, so a secondary
sort is used – on Actual – to determine the correct order of the fields.
186 Seagate Info Desktop User’s Guide

Some of the Budget
values are the same...
... so a secondary sort
has been added to
determine the order.
How to alter or remove a sort
NOTE: You can have up to three sorts on the rows and three on the
columns.
To toggle a sort between ascending and descending
Click on the arrow symbol next to the dimension or field name.
The sort will toggle between ascending and descending and the arrow
symbol will change to point in the opposite direction.
To remove a sort
1 Right-click on the dimension or field which no longer needs to be
sorted. You will see a shortcut menu similar to the following (the
example shows the options for a dimension; the options for a field
are similar).
2 Choose this option to remove the sort
from the current dimension. All subsequent
sorts are promoted by one level.
Viewing Info Objects in the Worksheet 187

3 If the Auto Sort option is unchecked in the Options dialog box
(available via Tools/Options), click the REFRESH NOW button on the
toolbar.
To remove all specified sorts
You can remove all the sorts that are specified in the Info Worksheet
display at the same time.
Choose SORT/REMOVE ALL from the Data menu.
Excluding fields from the display
Global and Local
excludes
Rows or columns can be hidden in the Info Worksheet display according
to their cell values, by setting excludes on row or column dimensions and
on inner dimension fields. When an exclude is activated, it will have the
following effect:
● On a column heading, the rows for which the condition is true will
be excluded.
● On a row heading, the columns for which the condition is true will
be excluded.
● On an inner column field, the rows where the condition is true for
all cells in the row will be excluded.
● On an inner row field, the columns where the condition is true for
all cells in the column will be excluded.
When you set an exclude, you can choose whether it should be global or
local. A local exclude applies to a particular view and is saved with the
view. A global exclude applies to all views which a particular user looks
at and is saved for each user.
Global and local excludes differ only in their scope; the way an exclude
condition is applied is the same in both cases.
When you define a global exclude, it is represented by a symbol (a globe
with a red cross). The exclude stays on the column or row, regardless of
which dimension is displayed there.
If you re-orient the Info Worksheet so that the exclude dimension is
shown with another dimension on the same column or row, the exclude
symbol changes (to a globe with a white cross), and the exclude no longer
has any effect. If the multiple row or column is removed, the exclude will
take effect once more.
188 Seagate Info Desktop User’s Guide

Excludes on
inner dimensions
Reorienting the
display
Where there is more than one dimension in a row or column, you can set
excludes on inner dimension fields but not the inner or outer dimensions.
The process of setting the exclude is just as described in the section How
to exclude fields from a dimension, Page 190.
If you specify an exclude on the row dimension, then re-orient the Info
Worksheet so it appears as the column dimension, the exclude will move
with the dimension. Similarly, if you swap a column dimension with a
row dimension, the exclude will move with the dimension.
However, the behavior is different for paged dimensions. If you swap a
row or column dimension with a paged dimension, the exclude will be
lost.
Restrictions There are some restrictions on excludes:
● If you are displaying more than one dimension on a row or
column, there are certain excludes you cannot perform.
You cannot exclude on these dimensions.... ...or on the column fields.
The dimension and field excludes indicated on the previous page are
trying to exclude both the measure and yearly dimensions, but with
two dimensions displayed like this the fields to display have already
been fixed. The shortcut menu items for excluding are grayed in these
cases.
● If you specify a condition which results in all the data fields (not
calculations) in the Info Worksheet being excluded, then no
exclude will be performed, as the Info Worksheet has to contain at
least one cell. If you try to do this, on the columns for example, you
will receive the following warning:
Viewing Info Objects in the Worksheet 189

How to exclude fields from a dimension
Since the Next Year fields
contain invalid values,
they are excluded.
Use a local exclude on a dimension to exclude fields from that dimension
that satisfy a given condition.
1 Right-click on the dimension that contains the fields you want to
exclude and choose LOCAL EXCLUDE FILTER from the shortcut menu.
The Local Exclude Filter dialog box appears:
2 Set a condition for the cells
you want to exclude.
The rows or columns which satisfy the exclude condition are
excluded from the Info Worksheet display.
This symbol indicates an exclude has been set.
190 Seagate Info Desktop User’s Guide

By default, the exclude is performed immediately. This is controlled via
the Auto Exclude option on the options dialog box (available via Tools/
Options). If this option is deselected, you will need to click the Refresh
Now button on the Info Worksheet toolbar to update the display. The
button will turn red when the display needs updating after an exclude
has been specified.
How to exclude columns/rows for a field
Use a local exclude on a field to exclude columns/rows for that field that
satisfy a given condition.
1 To exclude columns or rows based on the values of a selected field,
right-click on the field and choose LOCAL EXCLUDE FILTER from the
shortcut menu.
The Local Exclude Filter dialog box appears. In the following
example, the regions where all Budget figures are less than 1500 are
excluded.
2 Use these check boxes to
specify the exclude condition.
Viewing Info Objects in the Worksheet 191

Only regions with at
least one value of 1500
or greater are shown.
The columns which satisfy the exclude condition are excluded from
the Info Worksheet display.
Here is the exclude symbol.
By default, the exclude is performed immediately. This is controlled via
the Auto Exclude option on the options dialog box (available via Tools/
Options). If this option is deselected, you will need to click the REFRESH
NOW button on the Info Worksheet toolbar to update the display. The
button will turn red when the display needs updating after an exclude
has been specified.
How to specify an exclude for all Worksheet views
To exclude certain rows or columns from the Info Worksheet display for
all of your views, you should use a global exclude. For example, you may
not want to show any invalid cells.
1 Click the Set Global Exclude button on the Options dialog box
(Available via Tools/Options).
192 Seagate Info Desktop User’s Guide

2 Select whether to
exclude rows or
columns, and specify
the exclude condition.
3 Click OK.
How to edit or remove an exclude
The Global Exclude Filter dialog box appears.
With the settings shown above, rows that contain nothing but invalid
cells will be hidden from the display.
Editing a local exclude
1 Click on the local exclude symbol to call the Local Exclude Filter
dialog box.
2 Specify the new settings and click OK.
Removing a local exclude
Right-click on the dimension or field which has the exclude and choose
REMOVE LOCAL EXCLUDE FILTER from the shortcut menu.
You can remove all the local excludes at the same time by selecting
Exclude/Remove All (Local) from the Data menu.
Editing a global exclude
1 Click on the Global exclude symbol to call the Exclude Filter dialog
box.
2 Specify the new settings and click OK.
Viewing Info Objects in the Worksheet 193

2 Uncheck
these options.
3 Click OK.
Removing a global exclude
1 Click on the Global exclude symbol.
The Global Exclude Filter dialog box appears.
Displaying top and bottom values
You can specify that the Info Worksheet will only display certain extreme
values from your data. A top/bottom filter will hide fields in the display,
so that, for example, just the top ten sales values for a product or the three
months with the poorest cash flow are shown.
Restrictions There are some restrictions on setting top and bottom filters:
● You can only have one top or bottom filter set in each ‘direction’,
(one on the rows and one on the columns), and
● You cannot set a top or bottom filter on a row or column if there is
more than one dimension on it.
You cannot set a top/bottom filter on
these columns because there are two
dimensions shown in these rows.
194 Seagate Info Desktop User’s Guide

The filter indicated above would select fields from the Yearly
dimension, but the other row dimension also determines what is
displayed, and so this is not allowed. The shortcut menu item for
setting top or bottom filters is grayed in this case.
● If the Info Worksheet is re-oriented, all top/bottom filters on fields
are lost (unless you are swapping row and column dimensions
with each other).
How to display top/bottom values for a field
As an example, the three products which have the top Actual Volume
values in January of This Year, for the World, are shown.
1 Right-click on the field you want to set the Top/Bottom filter on, in
this case, January, and choose SHOW TOP/BOTTOM from the shortcut
menu.
The Show Top/Bottom dialog box appears.
2 Specify what sort of
Top/Bottom filter you want.
There are four options in the Show Top/Bottom dialog box for displaying
filtered values:
● Top N items
Data is sorted in descending order and every line after the Nth
item is excluded.
● Bottom N items
Data is sorted in ascending order and every line after the Nth item
is excluded.
● Top N percent of total value (Pareto)
Data is sorted in descending order, and if the cumulative value,
working from the top of the list, exceeds N percent of the sum,
then all lines below that point are excluded. For example, you
might want to show which of the top-selling products account for
50% of your revenue. For more information see How to display top/
bottom values using Pareto analysis, Page 197.
Viewing Info Objects in the Worksheet 195

This symbol shows
the presence of a
Top/Bottom filter.
These products
have the top three
Volume values in
January.
● Bottom N percent of total value (Pareto)
Data is sorted in ascending order, and if the cumulative value,
working from the bottom of the list, exceeds N percent of the sum,
then all lines above that point are excluded. For example, you
might want to show which of the least-selling products account for
50% of your revenue. For more information see How to display top/
bottom values using Pareto analysis, Page 197.
3 Click OK. The Info Worksheet now looks like this:
By default, the top/bottom filter will be actioned immediately. This is
controlled via the Auto Show Top/Bottom option on the options dialog box
(available via Tools/Options). If this option is deselected, you will need
to click the Refresh Now button on the Info Worksheet toolbar to update
the display. The button will turn red when the display needs updating
after a top/bottom filter has been specified.
You can combine top or bottom filters for both rows and columns,
although you cannot specify a top or bottom filter for more than one row
or column field at a time.
In the example below, a second top/bottom filter has been set; this time
on All Age Groups, to show the top 4 months results. The Worksheet now
shows these results as well as the top three products for January, as
specified by the previous top/bottom filter.
196 Seagate Info Desktop User’s Guide

These values satisfy both conditions.
If January had not been one of the top four months for All Age Groups, the
condition on it would have been lost and the Info Worksheet would have
shown all of the products.
How to display top/bottom values using Pareto analysis
There are two options available for displaying filtered values using
Pareto analysis: ‘Top N percent of total value’ and ‘Bottom N percent of
total value’. Both of these may be selected from the Show Top/Bottom
dialog box.
1 Right-click on the field on which you want to set the Top/Bottom
filter, in this example, January, and choose SHOW TOP/BOTTOM from
the shortcut menu.
Viewing Info Objects in the Worksheet 197

Together, these products form
40% of the total for January.
The Show Top/Bottom dialog box appears:
2 Select one of these options
for Pareto analysis.
In this example, the top 40% of the January figures will be shown in the
Info Worksheet display using the Pareto analysis method.
3 Click OK. The Info Worksheet display now looks like this:
NOTE: Usually, Uninitialized and Invalid cells are ranked in value below
any other cells. When performing Pareto analysis, however, they count as
zero. This means that, for a Top Pareto analysis, these cells are always
excluded, as they come last in an descending ordering, while for a Bottom
Pareto analysis, they are always included, as they come first in a
ascending ordering. Note that you can automatically exclude these cells
(see How to exclude fields from a dimension, Page 190).
198 Seagate Info Desktop User’s Guide

How to edit or remove a top/bottom filter
Editing a top/bottom filter
1 Click on the top/bottom filter symbol to call the Show Top/Bottom
Filter dialog box.
2 Specify the new settings and click OK.
Removing a top/bottom filter
Right-click on the field which has the top/bottom filter set, and choose
CANCEL SHOW TOP/BOTTOM from the shortcut menu.
The Info Worksheet is returned to state before you set the Top/Bottom
Filter.
Exporting data from the Info Worksheet
You can save Info Worksheet data to Lotus 123 or Microsoft Excel files,
and you can use copy and paste to transfer data to these and other
applications. This is useful, for example, if you have users who are very
familiar with these products and want to use them to add further value
to their data.
How to save Info Worksheet data to a spreadsheet file
You can save your Info Worksheet data in a format that can be viewed as
a spreadsheet in Excel or Lotus 1-2-3.
The Info Worksheet should be set up to show the data you want to export.
Any calculations should be performed beforehand.
1 Highlight all the cells you want to save (export) by clicking and
dragging the mouse. If you make no selection, the whole slice of data
which you are viewing will be exported.
2 Choose EXPORT TO EXCEL/LOTUS from the File menu.
Viewing Info Objects in the Worksheet 199

The Save to Spreadsheet File dialog box appears.
3 Click the Choose button
and select a spreadsheet
file or specify a new file
name in the File dialog
box that appears.
● If you are creating a new file, choose the type of spreadsheet file to
create from the File Type to Save to list.
● If you are exporting to Excel 97, Excel 7, version 5.0 or Lotus
version 4.0, you can select a sheet name that will contain the data.
● If the file you are exporting to already exists, the sheet names will
be extracted automatically. If the file is new, however, the sheet
names will be Sheet1, Sheet2, and so on for Excel, and A, B, and so
on for Lotus.
4 If no cells were selected, you will be asked whether you wish to save
all the data.
5 Click Yes to save the data or
No to return to the Save to
Spreadsheet File dialog box to
select Cancel and make another
selection of cells to save.
The data and orientation information is saved.
Two named ranges are added to your workbook, one for the data and
one for the orientation information. Both are visible in the application,
as shown in the following example.
200 Seagate Info Desktop User’s Guide

How to paste Info Worksheet data into other applications
Special cell
values
You can copy and paste data from the Info Worksheet to other Windows
applications. You can choose whether special cells and cell values
(invalid, uninitialized and null) are replaced with descriptive text and
whether field names are copied with the data.
In the Info Worksheet display, special cell values are either shown as
blank or replaced with special text, specified with the Attribute Editor.
However, when you copy and paste these cells into other applications, by
default, they keep their actual cell values. You may, however, want
descriptive text to be placed in these cells instead.
To use the standard replacement text for invalid, uninitialized or null
cells:
1 Choose OPTIONS from the Tools menu.
The Options dialog box appears.
2 Toggle this option on.
When you copy and paste cells from the Info Worksheet, the replace text
for null, invalid or uninitialized cells will be used.
For information on specifying the replace text for special cell values, see
Attribute Editor options, Page 161.
Viewing Info Objects in the Worksheet 201

Performing the
copy and paste
Data cells are pasted here
along with their column
and row headings.
Section dimensions and
fields are pasted here.
1 Highlight the cells you want using click-drag (or CTRL-A to select all
cells). If you don’t select any cells, it is assumed you want to copy
just the highlighted cell.
2 From the Edit menu, choose either COPY or type CTRL-C (to copy just
the selected data) or COPY SPECIAL (to copy the data and the row,
column and section field information).
3 Open the other application, move the cursor to the required position,
and choose PASTE from the Edit menu or type CTRL-V to insert the
copied data.
NOTE: The additional information, (field names, and so on) copied when
using COPY SPECIAL, can only be pasted into Microsoft Excel.
The following example shows what a selected range might look like when
pasted into Excel using COPY SPECIAL and PASTE.
NOTE: There is a 64 Kilobyte limit on the size of clipboard data. If this
limit is exceeded, the Info Worksheet will cut down the selection until it is
small enough to fit.
202 Seagate Info Desktop User’s Guide

Printing
You can print the Info Worksheet display to create useful hard copies of
your data. You can choose whether elements of the display, like charts or
calculations are included, and you can add a title to make your printouts
easy to organize.
How to set up the printer or choose another printer
1 Choose PRINT SETUP from the File menu.
2 Change the printer options or select a different printer from the
standard Printer Setup dialog box. The available printers and options
will vary according to the printers you have installed.
How to set the printing options and print the data
Printing with the current settings
You can print the Info Worksheet data according to the current print
settings by clicking the PRINT button on the Info Worksheet toolbar.
Changing the print settings
You can specify which parts of the Info Worksheet display you want to
print. For example, you may want to print a chart as well as the tabular
data, or simply switch off the gridlines between the cells.
These settings are kept for the next time you click the PRINT button on the
Info Worksheet toolbar.
1 To print just some of the cells in the display, highlight them first. If
you don’t do this, all the cells will be considered for printing.
Viewing Info Objects in the Worksheet 203

3 Select which
area to print.
4 Select any other
details you want.
2 Choose PRINT from the File menu. The Printing dialog box appears.
5 If required, click this
button to change the
layout of the items on
the printed page.
● Print Area
these options control which area of the data is to be printed. If
some cells were selected before the Printing dialog box was
displayed, the Selected Area option will be available.
⎯ Visible area
prints the area of the Info Worksheet currently displayed on
the screen.
Note that the area is actually determined by the size of a single sheet of
paper and the selected fonts.
⎯ The print will start at the currently displayed top left cell in the
Info Worksheet and print until the data is complete, or the
right margin or bottom margin is reached.
⎯ Selected area
prints the selected cells. Cells should be selected before
choosing the Print option, and are selected by clicking and
dragging with the mouse. This option will only be available if
some cells have been selected.
⎯ Entire area on multiple pages
when this option is selected all the Info Worksheet data in the
row and column dimensions for the currently selected paged
dimensions will be printed. This will use multiple pages,
where necessary. If you would like to have the field names
included on each page you should make sure that the Field
Names On Each Page option is selected in the Page Layout
dialog box.
204 Seagate Info Desktop User’s Guide

● Details
these options control the additional information to be printed with
the data.
⎯ View
when toggled on, the printout will include the column and
row fields and the data.
⎯ Summary
when checked, the printout will include the name of the cube
and the view, along with information about the row, column
and section dimensions in the display.
⎯ Calculations
when this option is checked, all the Info Worksheet
calculations (and their definitions) will be included on the
final page of printed information.
⎯ Chart
When this option is checked, the chart is included in the
printout.
6 If you clicked Page Layout, make any changes you require in the Page
Layout dialog box.
● Title
when a Title is specified, it appears centered at the top of each page
of the printout. Click the Font button to call the standard Windows
font dialog box and specify a font for the title.
● Show Section
toggling Show Section on will display the section settings, (i.e., the
current setting of the paged dimensions), on the bottom left of each
page of the printout. When Show Section is toggled on, you can
enter the number of columns you want this displayed in (the
default, 0, displays all the settings on one line).
Viewing Info Objects in the Worksheet 205

● Page Numbers
with this option toggled on, page numbers are printed on each
page. The number is placed centrally at the bottom of the page.
● Print Date
with Print Date toggled on, the day’s date is printed on the top
right of each page of the print-out.
● Field Names On Each Page
with this option toggled on, the row and column field names will
be repeated on each page of output. This option is only used when
the Info Worksheet data is printed on multiple pages.
● Show Gridlines
with this option toggled on, gridlines will be printed for all the
data, as well as for the row and column field names.
● Color Field Names
with this option toggled on, the print will use the selected color for
the background of the row and column field names. It might be
wise to use a light color (gray, for example) when printing on a
black and white device, so that the field names are not obscured.
● Draw Border
with this option toggled on, a border will be printed around the
row and columns field names and the outline of the data. If you
wish to have full gridlines, select the Show Gridlines option.
● Choose Color
this option calls-up the standard Windows color selection dialog
box, to allow a color to be selected for the row and column field
output.
7 In the Printing dialog box, click Print.
A progress dialog box appears, informing you of progress through
the print job.
NOTE: In addition to the settings in the Printing dialog box, the Info
Worksheet display attributes are used whenever possible, when printing.
You should bear this in mind when setting the attributes for the display,
as these will affect the printed output. For information on attributes, see
Formatting the display using attributes, Page 143.
206 Seagate Info Desktop User’s Guide

Creating reports
How to create a report
You can create reports, based on the data shown in the Info Worksheet.
These reports can be edited using the powerful features of the Info Report
Designer, then distributed to users.
1 Set the Worksheet display to show the data you wish to include in
the report.
2 Click the GENERATE REPORT button on the toolbar. This calls the Info
Report Designer.
Refer to Chapter 8, Reporting on OLAP data in the Seagate Info Report
Design Guide. This chapter will explain how to use the OLAP Report
Expert to specify the details for your report.
Overview - Info Worksheet for Java
The Info Worksheet for Java runs within a web browser and presents a
spreadsheet-like display of the data in a cube. It can be accessed both via
the Internet and corporate intranets and runs in any browser that
supports Java plug-in.
You can use the Worksheet to examine any part of the cube, from any
point of view. You can explore the data in an ad-hoc manner and use
sorting and excluding to add further value to your data.
There is also a powerful charting facility, which helps you spot trends in
your data more easily, and makes your figures look more presentable.
This section is intended for end users who are interested in exploring the
data in OLAP cubes. It is probably the case that the data cubes have
already been created and the objective is to extract the important
information and put it into a presentable form.
NOTE: If you are unfamiliar with the concepts involved in OLAP analysis,
it is recommended that you refer to the introduction chapter or the
glossary in the Cube Design Guide before trying to use the Info
Worksheet for Java.
Viewing Info Objects in the Worksheet 207

How do I start the Info Worksheet for Java?
The performance
measures are shown
here as column fields.
The regions are listed
here as row fields.
The remaining
dimensions are paged.
You can call the Info Worksheet for Java from the Info Desktop for Java
by right-clicking on a cube instance and selecting VIEW OUTPUT from the
shortcut menu.
NOTE: To learn how to create your own cube, refer to the Cube Design
Guide. To learn how to schedule a cube to create an instance or how to
create an open cube object see Scheduling Info Objects, Page 45.
The Info Worksheet for Java displays the cube fields and data.
The Toys example cube is shown below.
A good way to get a feel for the features of the Info Worksheet for Java is
to follow a business example. This chapter includes an example before
describing each of the features in detail.
208 Seagate Info Desktop User’s Guide

Example: Which product has made the most profit this year?
This section shows how the Info Worksheet for Java can be used to solve
a real business problem.
Consider the problem of a toy manufacturer, who wants to know which
of his products contributed most to the success of his business this year.
This is just the kind of question the Info Worksheet for Java is designed to
answer.
Toys are grouped according to the ages of the children they are designed
for. The manufacturer wants to know which age group makes the most
revenue for the company. And within that age group, which toy is the
most successful.
First, decide on the performance measure: Revenue will be fine for the
example. You could, of course, choose another, such as Volume or Margin.
Following on from the previous picture, the display can be changed to
show the Revenue figures instead of those for Margin.
Click here to select Revenue
Viewing Info Objects in the Worksheet 209

Click-drag products
over to region to swap
them.
Use the Field Selector
to highlight just the age
group fields.
Next, re-orient the display to show the products as rows.
There are two top-level groups in the products dimension. The All Products
group can be hidden, so just the age groups are shown.
210 Seagate Info Desktop User’s Guide

Click on Actual, then click
the Graphics button.
Now the display shows the product groups, its time to find out which of
them generates the most Revenue.
Looking closely at the numbers is not the easiest way to spot the largest
value – viewing the data in a chart makes this much easier.
It is clear that one of the groups generates much more Revenue than the
others. This group is Boys Age 8+. If you want to see just how much the
revenue figure is, you can set a option to display the values on the bar
chart, see How to display data values on charts, Page 266.
The most profitable group has been found, but which toy in this group
contributes the most to its success?
Viewing Info Objects in the Worksheet 211

First, use the Field Selector to change the display to show just the Actual
Boys Age 8+ fields.
Now, use a sort to show the product with the highest revenue.
2 Click on the arrow to change
the sort to descending.
1 Right-click on Actual and select
First Sort from the shortuct menu.
212 Seagate Info Desktop User’s Guide

From this display, it is clear that Ambulance Set, with a Revenue value of
over four million, is the best performing product.
The Info Worksheet for Java has facilities for arranging the display of
figures, including sorting (as you have just seen) and excluding of fields
according to their value. These are covered in detail in later sections.
The Info Worksheet for Java window
General
appearance
Row dimension
Row fields
Paged dimensions
Status bar
The following is an example of the Info Worksheet for Java display.
Resetting the display
You can reset the display back to when it was first opened, by clicking the
REFRESH/RELOAD button on your browser toolbar.
Status Bar
Column field
Column dimension
There is a status bar along the bottom of the window which keeps you
informed of its progress through a task. For longer tasks, a progress bar
may be displayed.
Viewing Info Objects in the Worksheet 213

Info Worksheet
Terminology
Cubes store data in a structured way which logically represents a
particular business issue or problem. This representation consists of a
number of dimensions. In the picture above, the dimensions are region,
yearly, products, measure, line_Item, and monthly. Each dimension is
composed of a number of fields. The fields in the measure dimension here
are Budget and Actual. A field can be identified by a short code, its field
name and an optional description.
In the Info Worksheet for Java, a dimension which is shown down the
left-hand side of the display is a row dimension; the one shown across the
top of the display is a column dimension.
If the cube being viewed consists of more than two dimensions, the
remaining dimensions will be shown as paged dimensions across the bottom
of the screen. Displayed next to each paged dimension is a field from it. In the
previous example, the Actual field from Measure is displayed.
Special cells and cell values
Sometimes a cube contains special uninitialized or invalid cells. Also, cells
can contain special values, called null values.
The best way to understand these terms is to look at some examples:
● Say you create a cube that can hold a year’s worth of data for some
products. If you only have three month’s data in your cube (but
the space for nine month’s more), your cube will have some ‘gaps’
for the remaining months. The Info Worksheet calls these
uninitialized cells.
● Say you have some expenses that you’ve budgeted for: electricity
and heating and some others which you do not wish to budget for:
sundries. In your cube there will be budget cells with values for the
first two, but no cell (or value) for the third; no sundries cells will
actually exist. The Info Worksheet calls these invalid cells.
● Say you have a field called x in your cube that derives its value by
dividing y by z. If y and z are zero, then the value of x will be
equivalent to zero divided by zero. The Info Worksheet classifies
this as a null value.
214 Seagate Info Desktop User’s Guide

Multiple dimensions
The Info Worksheet for Java can ‘stack up’ dimensions to show more than
one dimension in a row or column. A maximum of four dimensions in the
rows and four in the columns can be displayed in this way.
When dimensions are displayed like this, the one nearest the cells is
called the inner dimension and any others are called the outer dimensions.
Region is an inner dimension; yearly and monthly are outer dimensions.
Drill-down in the Info Worksheet for Java
Dimensions may include consolidated fields. For instance, the region
dimension has a field for Europe which is the total of UK, France, Spain,
and so on. If a dimension is hierarchical, the Info Worksheet for Java can
either show the hierarchy information, or just show the dimension as
being ‘flat’, where all the fields in the dimension are shown.
Viewing Info Objects in the Worksheet 215

You can tell immediately which fields are parent fields in a hierarchy,
these fields will have a plus sign next to them.
This symbol shows there are more
fields ‘underneath’ All Age Groups.
216 Seagate Info Desktop User’s Guide

Clicking on the plus sign next to All Age Groups expands the hierarchy
(this is called drilling-down). The button changes to a minus sign (which
allows the hierarchy to be collapsed again).
As you can see, you could drill-down further. For example, you might
want to see exactly which products are grouped under Boys Age 5-8, and
why that group of products shows lower values than the others. To do
this, click the plus button on the Boys Age 5-8 field.
Viewing Info Objects in the Worksheet 217

This button shows
that the fields under
All reps are being
displayed.
Here is an example of drilling-down using the Craze sample database:
NOTE: Drill symbols are shown only if:
● the dimension contains a hierarchy,
● the dimension is displayed in hierarchical mode
The following icons are shown next to a dimension and represent the
display mode for that dimension:
The fields are shown fully-expanded, in a ‘flat’ view, with no hierarchical
icons. Clicking this icon will toggle the dimension into hierarchical mode.
The fields are shown in hierarchical mode, with hierarchical icons.
Clicking this icon will toggle the dimension into flat mode.
When a view is first opened, any hierarchies will be displayed fully
collapsed.
218 Seagate Info Desktop User’s Guide

Menu Bar
File Menu Commands
There are other symbols in the Info Worksheet for Java which can appear
next to fields or dimension names:
These features are explained fully in later sections.
The Menu Bar is the command center of the Info Worksheet for Java. Each
option on the Menu Bar activates a drop-down menu of commands,
grouped according to function.
The File Menu includes commands to open, save and print views and exit
the Info Worksheet for Java.
Open Use the OPEN command to open another view. The current view will be
closed.
Save View Use the SAVE VIEW command to save any changes made to the current
view, including changes to the attributes for part of the display. If the
view has not been saved before, a prompt will ask you to name it.
Save View As Use the SAVE VIEW AS command to save the current view under a new
name. A prompt will ask you to name the new view.
Print Use the PRINT command to print data from the current view.
Edit Menu Commands
Indicates the presence of a sort.
Indicates the presence of an exclude.
The Edit Menu contains commands to select all the data in the display
and call the Options dialog box.
Select All Use the SELECT ALL command to select all the cells in the display.
Viewing Info Objects in the Worksheet 219

Options Use the OPTIONS command to display a dialog box for setting general
Worksheet display options. You can choose where charts are displayed,
allow charts to be edited and set the display style of the Worksheet
window. You can also specify that exclude filters remain set, even when
the display is re-oriented.
Filter Menu
The Filter Menu commands allow you to manage the sort and exclude
filters set in the Worksheet display.
View Filters Use the VIEW FILTERS command to display a list of sort and exclude filters
set in the Worksheet display. These can then be deleted if necessary.
Remove All Sorts Use the REMOVE ALL SORTS command to delete all the sort filters specified
in the Worksheet display.
Remove All
Excludes
Charting Menu Commands
Show Chart/
Hide Chart
Use the REMOVE ALL EXCLUDES command to delete all the exclude filters
specified in the Worksheet display.
The Charting Menu allows you to display Worksheet data in a chart.
The SHOW CHART command allows you to display all or part of the
Worksheet data in a chart. Once this option has been selected, it is
replaced with the HIDE CHART option, which allows you to hide your
chart.
The Info Worksheet for Java toolbar
The options available on the toolbar are:
Moves backward through the steps taken in the Worksheet.
Moves forward through the steps taken in the Worksheet.
220 Seagate Info Desktop User’s Guide

How to open the Info Worksheet for Java
Opens a view. The Choose View dialog box appears.
Saves the view. If the view has not been saved before, the
Input dialog box appears.
Prints the Worksheet data.
Displays the data in a chart. Click it again to hide the chart.
Calls the Attribute Editor.
You can call the Info Worksheet for Java from the Info Desktop for Java.
1 Right-click on the cube instance you want to view and choose VIEW
INFO WORKSHEET from the shortcut menu.
The Info Worksheet for Java appears, displaying the selected view of
the cube.
Viewing Info Objects in the Worksheet 221

You can also choose the view you want to look at, then click the VIEW
button on the Info Desktop toolbar.
How to save a view of the Info Worksheet for Java
The current settings are saved by selecting either SAVE VIEW or SAVE VIEW
AS from the File menu, or clicking the Save button.
Save View
Select SAVE VIEW from the File menu or click the SAVE button to save the
settings to the current view.
Save View As
How to open a different view
1 Choose SAVE VIEW AS from the File menu. This option allows the
settings to be saved to a different view.
3 Click OK.
2 Enter a name for the View.
1 Choose OPEN from the File menu, or click the OPEN button.
The Choose View dialog box appears.
3 Click OK.
2 Highlight a view on this
list.
222 Seagate Info Desktop User’s Guide

How to resize columns
NOTE: You can not have more than one view in the Info Worksheet for
Java at one time, but you can open multiple copies of your browser and
connect to the Java Worksheet in each one.
You can change the width of individual columns in the display using
click and drag. This is useful, for example, when some columns contain
values just a few characters wide, while others contain very large
numbers. The display can be adjusted so both are easy to read.
NOTE: You can only resize columns for the column dimension fields. The
row dimension field columns cannot be resized.
2 Click and drag the line to its new position. The column is adjusted
automatically to the new width.
Changing the look of the display
1 Move the mouse over one of the column grid lines.
This section describes how to choose different display styles for the
Worksheet window and how to show or hide the buttons that appear next
to dimensions in the display.
Viewing Info Objects in the Worksheet 223

How to select different display styles
You can change the appearance of the Info Worksheet for Java window
and buttons, using three different display styles.
1 Select OPTIONS from the Edit menu.
The Worksheet Options dialog box appears.
2 Click the Other Tab.
The display changes to show the new style.
3 Choose a display
style from this
drop-down list.
224 Seagate Info Desktop User’s Guide

This is the CDE/Motif display style:
How to show or hide dimension buttons
1 Choose OPTIONS from the Edit menu.
The Worksheet Options dialog box appears.
2 Click the Other Tab.
3 Toggle this option on or off to show or
hide dimension buttons.
Viewing Info Objects in the Worksheet 225

Re-orienting the Info Worksheet for Java
Movement
cursors
This section describes how to rearrange the Worksheet display to show
different dimensions on the rows and columns.
To view a different ‘slice’ of the data (for instance, to view products against
line_items rather than products against regions), the dimensions can be
switched (or ‘re-oriented’). You can click-drag one of the dimension
names over to the name you want to swap it with. The display will then
be re-drawn in the orientation specified.
NOTE: If your cube contains only one dimension, you will not be able to
re-orient the display.
When you click and drag dimensions to different areas of the Worksheet
display, the symbol next to the cursor changes to indicate the action being
carried out or if the move is invalid.
The dimension can not be dropped at this position.
Swap the dragged dimension with the other dimension.
Place the dragged dimension to the right of the other
dimension.
Places the dragged dimension to the left of the other
dimension.
Places the dragged dimension beneath the other dimension.
Places the dragged dimension above the other dimension.
How to re-orient the Info Worksheet for Java
Swapping the row or column dimensions
The example below shows how to swap the current row dimension with
one of the paged dimensions in the display.
226 Seagate Info Desktop User’s Guide

1 Click-drag next to
the Field Selector
button.
2 The dimension name
moves and the ‘no
parking’ sign appears,
meaning it cannot be
dropped.
3 When the cursor
changes to the ‘swap’
symbol, release the
mouse button.
Click the double arrow
icon and select one of the
other dimension names
from the list.
You can use click-drag to swap dimensions or you can choose dimensions
to swap using right-click menus. Examples of both methods are shown.
In this example, the display is re-drawn to show products and region as
row and column dimensions, and yearly, monthly, measure and line_item as
paged dimensions.
Viewing Info Objects in the Worksheet 227

Click the plus icon
and select one of the
other dimension
names from the list.
In this example, the display is redrawn to show yearly and region as row
and column dimensions, and products, monthly, measure and line_item as
paged dimensions.
Displaying multiple rows or columns
You can show more than one dimension as rows in the display.
228 Seagate Info Desktop User’s Guide

The display now looks like this:
Selecting fields for display
You can remove a dimension from a row or column and make it a paged
dimension, by clicking this icon.
You can change order of the dimensions on a column or row, by clicking
the arrow icons.
Notice that during re-orientation, a progress bar is displayed, because a
large amount of data is being requested to fill the re-oriented display.
Multiple dimensions in the columns can be displayed in exactly the same
way, and you can also click-drag dimensions to display more than one on
a column or row.
NOTE: The Info Worksheet for Java can display a maximum of four
dimensions in the rows and four in the columns.
NOTE: When a view is saved, the Info Worksheet for Java ‘remembers’
the display choices. The next time that view is displayed, the data will be
shown in the same orientation as when it was saved.
The Field Selector has a comprehensive number of features for choosing
fields, including multiple selection and search functions. It can be used to:
● select fields to display in the rows or columns of the display, or
● select an individual field to show from a paged dimension.
Viewing Info Objects in the Worksheet 229

1 To call-up the Field Selector, click on the SELECT FIELDS button next to
a dimension, or right-click on the dimension name and choose a field
selection option from the shortcut menu.
● You can use the Multi Field Selector to choose any number of fields
for display in a column or row dimension, and you can use the
Single Field Selector to pick a field from a paged dimension.
The Select Multiple Fields dialog box appears.
Search field.
2 Click on a field in the list to select it. (In this example, the field Micro
Count is selected). When you click OK, the display will be redrawn
with the new orientation.
When a Field Selector is called-up, the dimension is displayed using
descriptions (if they have been defined); you can change the display to
show field names by clicking this button.
The Field Selector toolbar
The toolbar at the bottom of the Field Selector allows the appearance of
the display to be changed.
Collapse/Expand hierarchies
● Collapse the displayed hierarchy by one level.
● Expand the displayed hierarchy by one level.
These numbers show
the number of fields
displayed out of the
number available in
the dimension (in this
case, 70 out of 70).
230 Seagate Info Desktop User’s Guide

These buttons are grayed if the dimension is not being displayed
hierarchically.
Modifying selections
Click these buttons to modify a selection. These buttons are grayed in the
single Field Selector.
Display modes
Click to cycle through the three display modes. The button changes
appearance as you do this.
For a dimension with no hierarchy, the last of these options is not
available.
Field display
Deselects all fields in the dimension.
Selects all fields in the dimension.
Toggles the current field selection.
The dimension is shown flat. Click this button to sort the
fields in alphabetic order.
The dimension is shown flat, with the fields in alphabetic
order. Click to show the fields hierarchically.
The dimension is shown hierarchically. Click this button to
change to a flat display.
Click to toggle between displaying descriptions and field names. The
appearance of the button changes throughout this process.
Descriptions are displayed. Click this button to display the
field names.
Field names are displayed. Click this button to display
descriptions.
Viewing Info Objects in the Worksheet 231

Special Selections
The six buttons on the right of the Field Selector can be used to make
special selections.
Select top level fields in the
hierarchy.
These buttons are grayed in the single Field Selector, or if the dimension
has no hierarchies.
Search field
How to show or hide fields
Select children of the
current selection.
Move selection to children
of current selection.
Select base level fields in the
hierarchy.
Select parents of the current
selection.
Move selection to parents of
current selection.
This field allows you to search for fields in a dimension by either field
name or description. Simply type a search string into the search field and
the Field Selector will immediately display the fields which match the
string. If the fields are displayed using field names, the field name is
matched. If they are displayed using descriptions, the descriptions are
matched. Once a field list has been filtered, the ones you want can be
selected.
The ‘?’ (single character) and ‘*’ (multiple character) wildcard symbols
may be used in the search string. Here are some examples:
Elec* Find fields starting with ‘Elec’, like ‘Electronics’.
*land Find fields ending with ‘land’, like ‘England’ or
‘Scotland’.
?ame Search for all four letter words ending with ‘ame’,
like ‘game’ or ‘fame’.
Use the Field Selector to select the fields that should be displayed in the
Info Worksheet for Java. The example shows the multi Field Selector, but
the single Field Selector is very similar.
1 Click the SELECT FIELDS button next to the row or column dimension
name to call-up the multi Field Selector.
232 Seagate Info Desktop User’s Guide

2 Highlight the fields
you want from this list.
Search for fields by name
by typing here.
The Select Multiple Fields dialog box appears.
Use these buttons to
alter your selection.
You can select fields by click-drag as well as single click. Clicking Cancel
at any point will close the Field Selector and the current selection of fields
will not be changed. If you are making a complex selection, click Expand
to see what has been selected..
This is the current selection.
Viewing Info Objects in the Worksheet 233

3 When you click OK, the display is refreshed to show your selection.
How to change the paged dimension fields
Moving through the fields one at a time
The paged dimension field can be changed using a spin button, as shown
below.
Click to move backwards through the fields.
Click to move forwards through the fields.
Selecting paged fields using the Field Selector
If a dimension is large, it is easier to use the standard Field Selector to
select single fields from the paged dimensions.
1 Click the SELECT FIELDS button next to the paged dimension to select
another field.
234 Seagate Info Desktop User’s Guide

Formatting the display
The Select Single Field dialog box appears.
2 Select the
required field, or...
use the search
field or toolbar to
help find the field
you want.
2 Click OK.
The Info Worksheet for Java is displayed with the newly chosen field
as a paged dimension field.
You can use attributes to control the appearance of data in the Java
Worksheet. They can be attached to individual columns or rows, or the
display as a whole. You can also apply attributes to cells whose values fall
within a certain range. So, for example, you could set an attribute to show
the best sales figures with a red background. Here are some examples of
uses for attributes:
● Highlighting sales figures in bold to show where targets have not
been met.
● Color coding cells, so that low, medium and high figures are
shown with differently colored backgrounds. This is called Traffic
Lighting.
The attribute settings are stored when the view is saved, so the display
will be identical when you load it again.
Viewing Info Objects in the Worksheet 235

Default
attributes
Setting
attributes:
An overview
NOTE: You can not use attributes to change the appearance of row or
column dimension names, the cursor or the edit box.
If attributes have not been set for a particular view, these default
attributes are used:
● Arial font with a size of 10 point,
● two decimal places,
● uninitialized cells are displayed as ‘None’,
● invalid cells are displayed as blank, and
● figures are shown in black with a white background.
Formatting the display has three main stages:
1. Choosing which cells in the display to the attributes apply to: either
selected rows/columns or the Java Worksheet as a whole.
2. Specifying which kinds of cells or values the formatting will affect.
You do this by creating a range with one of these types:
● GENERAL – all values in the display are affected.
● between – all values between the upper and lower limits you
specify are affected.
● positive – all positive values are affected.
● negative – all negative values are affected.
● uninitialized – all uninitialized values are affected.
● null – all null values are affected.
● invalid – all invalid values are affected.
NOTE: For an explanation of uninitialized, null and invalid cells, see
Special cells and cell values, Page 99.
3. Choosing the colors and fonts to use when the values are shown in
the Java Worksheet.
236 Seagate Info Desktop User’s Guide

Add and remove ranges
and set their type.
List of ranges.
The Attribute Editor is the tool which you use to do this for the Java
Worksheet. You can use it to select the colors and fonts you want each
range to have.
Attributes set for the currently
selected range.
Viewing Info Objects in the Worksheet 237

Defining new
ranges
Adding Traffic
Lighting
You can also define new ranges in the Attribute Editor.
This range has just
been added.
Use these controls to choose the
colors and fonts for your range.
The display is refreshed to show the effect of your new range.
Traffic Lighting, which allows you to see which figures are above or
below expectations, can be added to the Worksheet display. The Attribute
Editor does this by creating three ranges – a low range, medium range
and high range, all based on an upper and a lower value you supply.
238 Seagate Info Desktop User’s Guide

The Attribute Editor
adds the Traffic Lighting
ranges to the list of
current ranges.
You can then customize the
formatting to produce the
effect you want.
It may be the case that two conditions ‘overlap’ (two or more conditions
include the same values). This means that the attributes for one condition
will be used in place of another, when a value exists in more than one
condition, see How to manage two conditions that reference the same cells,
Page 152.
Viewing Info Objects in the Worksheet 239

How to format the whole Java Worksheet display
This section explains how to format the cells in the Java Worksheet
display. The settings will affect the Java Worksheet as a whole.
If you want to format particular rows or columns (as opposed to the
whole Java Worksheet), see How to format specific columns or rows,
Page 241.
1 Make sure nothing is selected in the Java Worksheet display. Use
Ctrl-click to deselect fields, if necessary.
2 Call the Attribute Editor by clicking the toolbar button.
3 Choose the
color and font
you want and
click OK.
The GENERAL range will color the Java Worksheet cells, regardless of
the value.
240 Seagate Info Desktop User’s Guide

The results of your settings are shown in the Java Worksheet display.
How to format specific columns or rows
The color attribute effects all the cells
in the Java Worksheet display.
This section explains how to color specific rows or columns in the Java
Worksheet display.
1 Highlight the columns and rows you want to format. You can use
Ctrl-click and Shift-click to make multiple selections.
Viewing Info Objects in the Worksheet 241

Only the selected
rows and columns
are affected.
2 Call the Attribute Editor by clicking the toolbar button.
3 Select the font and colors you want the
rows and columns to have, and click OK.
The results of your settings are shown in the Java Worksheet display.
242 Seagate Info Desktop User’s Guide

How to define a new range
2 Expand Source and Range.
4 Select the type of range
from this drop-down list.
To apply attributes to a range of values (or type of value) which is not
already listed in the Attribute Editor, define a new range.
1 Call the Attribute Editor.
3 Click Add.
5 Define the fonts and colors you want the range
to have, and click OK.
Viewing Info Objects in the Worksheet 243

How to delete a range
In the following example, the products with revenue figures between
$50,000 and $100,000 will stand out clearly from the rest.
Any conditions defined in this way are kept when you save the Java
Worksheet view.
If you no longer want to use a certain range, use the Attribute Editor to
delete it.
1 Call the Attribute Editor.
244 Seagate Info Desktop User’s Guide

2 Select All ranges from this drop-down list,
or select a range from the list box below. 3 Click Remove.
How to manage two ranges which reference the same cells
It may be the case that two ranges ‘overlap’. In other words, they both
reference the same cells in the Java Worksheet.
For example, you may have one condition for highlighting figures that
are performing poorly (Revenue is less than $400,000). You may then
decide to add a second condition to show figures that are performing
slightly better than the first set (Revenue is less than $700,000). The
conditions would be listed like this in the Attribute Editor.
Viewing Info Objects in the Worksheet 245

The conditions in the Attribute Editor are listed in order of priority, with
priority increasing towards the bottom of the list. In the example, this
means that the formatting for ‘between 0 and 700,000’ supersedes the
formatting for ‘between 0 and 400,000’.
It is not possible to distinguish which figures are in which of the two
ranges.
To ensure that the two conditions do not ‘clash’ in this way, you need to
define them in a different order. If the ranges were ordered like this in the
Attribute Editor.
In this case, the formatting for ‘between 0 and 400,000’ is applied after
formatting for ‘between 0 and 700,000’, giving the result which is
required.
246 Seagate Info Desktop User’s Guide

Both sets of figures can be clearly seen.
How to show best and worst performers
The Java Worksheet allows you to color code the figures in the display,
according to their value. This is very useful for picking out parts of your
cube where the figures are above or below expectations. You can define
conditions manually and attach different colors to them, as described in
the section How to define a new range, Page 243, but there is a quicker
method.
Using Traffic Lighting, you can specify a range of values – say 50,000 to
100,000 – and the Java Worksheet will then create three conditions
automatically:
1. a low value condition (100,000)
Viewing Info Objects in the Worksheet 247

3 Edit each range to obtain
the format you require, and
click OK
These three conditions can then be highlighted in your data using colors
or fonts.
1 Call the Attribute Editor.
2 Expand Source and Range, then add Traffic
Lighting by clicking this button.
248 Seagate Info Desktop User’s Guide

Charting
The Java Worksheet display is color coded according to the defined
conditions.
The three conditions can be edited in the same way as other conditions
defined in the Attribute Editor.
You can display the Worksheet data as a chart, which can make it easier
to spot trends in data and compare different values.
The Worksheet can display many different kinds of charts, including:
● bar charts,
● pie charts,
● line charts, and
● scatter charts.
Each chart can be fully customized with different colors, headings,
footnotes and more.
Viewing Info Objects in the Worksheet 249

A chart can be in the data area, like this:
It can be free-floating in a separate window, like this:
250 Seagate Info Desktop User’s Guide

How to show data in a chart
Or it can be shown at the bottom of the window like this:
You can display all or part of the data in the Info Worksheet for Java in a
chart.
1 Highlight the row and column fields you want to use in the chart.
You can use Ctrl-click to deselect fields if you need to. If you do not
select any fields, all the column and row fields will be used.
Viewing Info Objects in the Worksheet 251

In the following example, France and Italy have been selected from the
column dimension and Dolls Accessories, Collectibles and Electronics
from the row dimension..
2 Choose CHART from the View menu or click the Graphics button on
the toolbar. Once you are displaying a chart, you can click this button
again to hide the chart..
252 Seagate Info Desktop User’s Guide

Figures for Spain
are now shown in
the chart.
3 You can select other fields, and the chart is redrawn immediately:
How to show your chart in a different area of the display
As mentioned at the start of the charting section, you can show charts in
three areas of the display:
1. free-floating (in a separate window),
2. at the bottom of the window, or
3. within the data area (in place of the cell values).
The tutorial below explains how to select where to display a chart. It
assumes that you are already displaying a chart.
1 Choose OPTIONS from the Edit menu.
Viewing Info Objects in the Worksheet 253

The Worksheet Options dialog box appears.
2 Click the Charts Tab.
3 Use the settings in this dialog box to set the
location of the chart.
The display changes to show the chart in the selected location. For
examples of the three arrangements, see Charting, Page 249.
How to display a different type of chart
By default, the Info Worksheet for Java uses a 3-D bar chart to show your
data. This is, however, just one example of the many types of charts you
can use.
Here are some of the other chart types:
● line charts,
● area charts,
● scatter charts,
each of which can be customized. For example, you may want to put your
own labels on the chart or change the scale.
The tutorial below explains how to select a different type of chart.
1 Choose OPTIONS from the Edit menu.
The Worksheet Options dialog box appears.
2 Click the Charts Tab.
254 Seagate Info Desktop User’s Guide

How to customize the chart titles
3 Toggle the Allow Chart Editing check box on, and click OK.
When you return to the main display, a toolbar is shown above the chart.
This toolbar can be used to select different kinds of charts, as well as
change settings for the current chart.
4 Click this button to display
the different chart types.
5 Select one of the tabs from the Graph Type window and click on the
style you want. The chart is updated automatically.
You can edit the titles shown on a chart and add your own ones. Unlike
field labels, which change when different fields are shown on a chart,
your titles and stay in the same place.
1 Click the TITLE button on the charting toolbar.
The Chart Titles dialog box appears.
Viewing Info Objects in the Worksheet 255

The titles and labels
make it easy to see
what the chart is
showing.
2 Check the appropriate
title options and specify
the titles in the text fields.
256 Seagate Info Desktop User’s Guide

How to use graduated fill colors
2 Click the arrow buttons
to display the fill pattern
you want, or select the
pattern name from the
drop-down list.
You can choose graduated colors to fill areas of a chart to make them
more presentable.
1 Click the GRADIENT FILL button on the charting toolbar.
The Apply Gradient Fill dialog box appears.
3 Select the direction of
the graduation from this
drop-down list.
4 Click on the area of your chart where you want to show the
graduated color.
5 Click the Apply Gradient button.
Viewing Info Objects in the Worksheet 257

In this example, the
bars in the chart
have been filled with
graduated colors.
How to customize the chart axes
Changing the
range of values
on an axis
.
You can change the appearance of the axes on your chart in several ways.
For example, you can change the position of the x-axis (group axis) labels
so they appear above the chart instead of below it.
NOTE: These examples explain how to change options for the y-axis; the
options for other axes, such as the x-axis and y2-axis are similar. Also note
that some of the toolbar buttons may not be available, depending on the
type of chart displayed.
By default, the range of values on each axis is calculated automatically; it
depends on the data being displayed. You can, however, specify your
own range of values.
258 Seagate Info Desktop User’s Guide

2 Check these options
and type in the
minimum and maximum
values for the axis.
For example, the chart below has a bar with a high value that makes
comparing the lower value bars difficult. It may be undesirable to hide
the high value bar from the chart, so instead, the y-axis scale can be
changed to show the lower values more clearly.
1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select
the Scale tab.
Viewing Info Objects in the Worksheet 259

Changing the
positions of the
axis labels
3 Click Apply to see the new axis setting in the chart.
The chart now shows the lower value bars in more detail, making it easier
to compare them. The All Products bar (on the far right of the chart) is
outside the range, so it can effectively be ignored.
You can also use the Scale Tab to display a logarithmic scale or specify
that zero is always displayed on the chart axis.
You can display the y-axis and the x-axis (group axis) labels in different
positions on the chart. For example, you can shift the y-axis labels from
the left to the right of the chart, or display the lowest value at the top of
the chart and the highest at the bottom.
The following example shows how you can customize the y-axis settings;
the x-axis (group axis) settings are similar, just click the Group button and
select the General Tab.
260 Seagate Info Desktop User’s Guide

2 Check one of these
options to specify where
the axis is labeled.
Now the axis is labeled on
both sides of the chart.
1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select
the General Tab.
3 Click Apply to see the new axis setting in the chart.
You can also use the Descending Axis option to turn the y-axis upsidedown,
so the high values appear towards the bottom of the chart. You can
specify that lines are always displayed for the axis or the zero value using
the Axis Line and Zero Line options.
Viewing Info Objects in the Worksheet 261

Changing the
format of axis
labels
2 Check this option.
You can change the format of the axis labels. For example, you can specify
that a dollar sign will prefix each label, or that the figures will be shown
as percentages.
The following example explains how to show a dollar sign before each
y-axis value and a ‘K’ instead of three zeros for thousands.
1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select
the Labels Tab.
3 Click Apply to see the new axis setting in the chart.
262 Seagate Info Desktop User’s Guide

Hiding axis
labels
2 Uncheck this option
to hide axis labels.
You can hide the labels on the y-axis and x-axis (group axis) ticks.
The following example shows how you can customize the y-axis settings;
the x-axis (group axis) settings are similar, just click the Group button and
select the Labels tab.
1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select
the Labels Tab.
3 Click Apply to see the chart.
Viewing Info Objects in the Worksheet 263

You can also use the Don’t show Minimum Value and Don’t show
Maximum Value options to hide the labels for the lowest and highest
values on the axis.
How to customize the chart grid lines and ticks
You can show or hide grid lines and specify where axis ticks are
displayed. This is useful, for example, when it is not clear from the chart
exactly what the field values are. In the chart below, it would be easier to
estimate the field values if there were more y-axis grid lines.
The following example shows how you can customize the y-axis settings;
the x-axis (group axis) settings are similar, just click the Group button and
select the Grids Tab.
1 Click the Y1 AXIS OPTIONS button from the chart toolbar, then select
the Grids Tab.
264 Seagate Info Desktop User’s Guide

2 Check this option
and type in a value for
the tick interval.
3 Choose this option to
display minor grid lines.
Viewing Info Objects in the Worksheet 265

2 Click Apply to see the chart.
There are more tick labels and grid lines, making
it easier to read the field values from the chart.
How to display data values on charts
You can display the values of each field on a chart, which can be useful
when it is difficult to read them from the axis. The example below shows
how to show the field values for a bar chart. The method is the same for
area charts and line charts.
1 Click the BAR, LINE AND AREA CHART OPTIONS button from the chart
toolbar, then select the General Tab.
266 Seagate Info Desktop User’s Guide

2 Check this option.
Each field value is now
shown on the chart.
3 Click Apply to see the chart.
How to customize pie charts
You can customize pie charts in a number of ways. Here are some
examples:
Viewing Info Objects in the Worksheet 267

Pulling out pie
slices
● tilting and rotating pies,
● pulling out slices,
● deleting slices, or
● showing or hiding the legend.
NOTE: This section shows just two examples, but the other features can
be selected from the same dialog box and are simple to use.
In the example below, the pie chart shows the results for some European
countries. Italy has the lowest percentage value for revenue (12%). To
emphasize this, the slice can be pulled out from the chart.
1 Click the PIE CHART OPTIONS button from the chart toolbar, then
select the Look Tab.
268 Seagate Info Desktop User’s Guide

3 Check this option.
2 Click on one of the slices from the pie chart.
4 Move this pointer to set
the distance between the
slice and the rest of the pie.
5 Click Apply to see the chart.
Now the slice for Italy stands out clearly from the chart.
Viewing Info Objects in the Worksheet 269

Customizing the
chart legend
2 Check this option.
In the previous pie chart example, the legend uses a very small font, which is
difficult to read unless the chart window is expanded. To remedy this, the
text for each field can be enlarged and shown next to the color samples.
1 Click the PIE CHART OPTIONS button from the chart toolbar, then
select the Legend Tab.
3 Click Apply to see the chart.
The legend entries are now easier to read in the larger font.
270 Seagate Info Desktop User’s Guide

Sorting fields in the display
You can specify sorting to order the values in the Info Worksheet for Java
display. This can be useful, for example, if you want to rank sales regions
according to their revenue. Once a sort is specified, it is easy to see which
is the most successful.
You can sort fields or dimensions and up to three sorts can be in place on
the rows and three on the columns at one time. These are referred to as
first sort, second sort and third sort.
A sort will determine the order in which rows or columns are displayed,
based on the values used for the first sort. If the order cannot be
determined, the second sort is used, and if this fails, the third sort is used.
When a dimension is specified for sorting, the fields or descriptions will
determine the order. When fields are specified for sorting, the value of the
data will determine the order.
All sorts can be ascending or descending. If the sort is on a dimension,
then fields are sorted alphabetically, with the numbers 0-9 (in that order)
coming before A-Z. If the sort is on a field, then rows or columns are
ordered numerically.
Cells with the values Uninitialized (None) or Invalid are ranked in value
below any other cells, so they will appear last in a descending and first in
an ascending sort. If you don’t want these cells to be sorted, use an
exclude (see Excluding fields from the display, Page 188) to remove them
from the display.
When a sort is specified, an arrow symbol is shown on the dimension or
field you are sorting on. The arrows for a descending sort simply point in
the opposite direction to an ascending sort.
An ascending sort on a row dimension looks like this:
Here is the sort symbol.
The descriptions are shown in
ascending, alphabetic order.
Viewing Info Objects in the Worksheet 271

Performing
multi-level sorts
For an ascending sort on a row field, you will see this:
Here is the sort symbol. Values increase in this direction.
NOTE: In all cases, the arrow symbol points in the direction of decreasing
‘value’.
If you specify a sort on the row dimension, then re-orient the Info
Worksheet for Java so it appears as the column dimension, the sort will
move with the dimension. Similarly, if you swap a column dimension
with a row dimension, the sort will move with the dimension.
If you swap a column or row dimension with a paged dimension, the sort
will move with the dimension. The sort will not be active when the
dimension is paged, but if the paged dimension is later moved to a
column or row, the sort will reappear.
The Info Worksheet for Java allows you to perform multiple sorts.
When a sort is activated, the Info Worksheet for Java will attempt to sort
the fields or data. If the sort order cannot be determined (where the same
value occurs more than once), the second sort and, if this is unsuccessful,
the third sort is used. If none of the sorts can determine the order, the
order in which fields were defined is used.
When multi-level sorts are specified, they are indicated by different
colored arrows:
● Red - first sort
● Green - second sort
● Yellow - third sort
Promotion There is a ‘promotion’ system for sort keys. For example, where a first sort
and a second sort are specified, if you delete the first sort, the second sort
will be promoted to become the new first sort. Similarly, deleting a
second sort will promote the third sort to become the new second sort.
272 Seagate Info Desktop User’s Guide

Restrictions If you are displaying more than one dimension on a row or column then
there are certain sorts which cannot be performed.
You can not sort on this dimension
or its fields.
How to sort on a dimension
The products are now
sorted into ascending,
alphabetic order.
.
You can not sort on the column fields.
1 To sort the display using the field names in a dimension as keys, click
the right mouse button over a dimension and choose a sort option
from the shortcut menu.
Viewing Info Objects in the Worksheet 273

How to sort on a field
The region fields are
now sorted using the
values for Tropical
Treasures.
1 To sort the display using field values as keys, click the right mouse
button over a field and choose a command from the shortcut menu:
274 Seagate Info Desktop User’s Guide

...so a secondary sort
has been added to
determine the order.
How to alter or remove a sort
If the first sort does not determine the order, another sort can be added.
In the example below, the products should be ordered using the Budget
values. Unfortunately, Budget contains duplicate values, so a secondary
sort is used – on Actual – to determine the correct order of the fields.
Some of the Budget values are the same...
To toggle a sort between ascending and descending
1 Click on the arrow symbol next to the dimension or field name.
The sort will toggle between ascending and descending and the arrow
symbol will change to point in the opposite direction.
Viewing Info Objects in the Worksheet 275

To remove a sort
1 Right-click on the dimension or field which no longer needs to be
sorted. You will see a shortcut menu similar to the one below (the
example shows the options for a dimension; the options for a field
are similar).
To remove all specified sorts
You can remove all the sorts that are specified in the display at the same
time.
1 Select REMOVE ALL SORTS from the Filter menu.
Excluding fields from the display
Re-orienting the
display
2 Click this option to remove the
sort from the dimension or field.
All subsequent sorts will be
promoted by one level.
Rows or columns can be hidden in the display according to their cell
values, by setting excludes on row or column fields. When an exclude is
activated, it will have the following effect:
● On a column field, the rows where the condition is true for all cells
in the row will be excluded.
● On a row field, the columns where the condition is true for all cells
in the column will be excluded.
NOTE: When using excludes with dimensions displayed hierarchically,
parent fields will always be displayed, even if you might expect them to
be excluded. This is because the Info Worksheet for Java always displays
parents in a hierarchical dimension.
If you re-orient the display so that the exclude dimension is shown with
another dimension on the same column or row, the exclude will be
removed.
If you specify an exclude on the row dimension, then re-orient the Info
Worksheet for Java so it appears as the column dimension, the exclude
will move with the dimension. Similarly, if you swap a column
dimension with a row dimension, the exclude will move with the
dimension.
However, the behavior is different for paged dimensions. By default, If
you swap a row or column dimension with a paged dimension, the
276 Seagate Info Desktop User’s Guide

exclude will be lost. If you want the exclude to stay with the moved
dimension, make sure the option Keep filters after re-orientation is
selected on the Filters tab of the Options dialog box. For an example of
calling the Options dialog box, see How to select different display styles,
Page 224.
Restrictions If you are displaying more than one dimension on a row or column, there
are certain excludes you cannot perform.
You can not exclude on the outer row fields. You can not exclude the column fields.
How to exclude columns/rows for a field
Use an exclude on a field to exclude columns/rows for that field that
satisfy a given condition.
1 To exclude columns or rows based on the values of a selected field,
right-click on the field and choose EXCLUDE FILTER from the shortcut
menu.
Viewing Info Objects in the Worksheet 277

2 Specify the exclude
condition using these
options.
Here is the exclude
symbol.
Only regions with
Volume figures of at
least 1500 are
shown.
The Exclude Filter dialog box appears. In the example below, the
regions with Budget figures are less than 1500 are excluded.
The columns which satisfy the exclude condition will be excluded
from the display.
278 Seagate Info Desktop User’s Guide

How to edit or remove an exclude
Printing
Editing an exclude
1 Click on the exclude symbol to call the Exclude Filter dialog box.
2 Specify the new settings and click OK.
Removing an exclude
1 Right-click on the dimension or field which has the exclude.
2 Select this option.
How to print the Worksheet data
You can remove all the excludes at the same time by selecting Remove All
Excludes from the Filter menu.
You can print the Info Worksheet for Java display to create useful
hardcopies of your data.
All the Worksheet cells are considered for printing.
1 Choose PRINT from the File menu or click the PRINT button.
The Worksheet display will then be printed.
Viewing Info Objects in the Worksheet 279

280 Seagate Info Desktop User’s Guide

6 Integrated Desktops
What you will find in this chapter...
Overview - WebAccess Desktops, Page 282
Overview - Info Channel, Page 288
Overview - The Info Desktop for Outlook, Page 288
HANDS-ON (WebAccess Desktops), Page 288
HANDS-ON (Info Channel), Page 306
HANDS-ON (The Info Desktop for Outlook), Page 310
Integrated Desktops 281

Overview - WebAccess Desktops
In addition to its standard network implementation, Seagate Info can be
used on the Internet and with corporate intranets as well. Using a web
browser, you can schedule and view objects and drill-down to see the
details behind summarized data. Since all information can be presented
using HTML or Java, you can access Seagate Info from a web browser on
any platform.
Additionally, if your corporate intranet supports either Netscape
Netcaster or Internet Explorer 4.0, you can push reports to your corporate
intranet channel. For more information on the Info Channel, see Overview
- Info Channel, Page 288.
Using the WebAccess desktops, you can view and schedule:
● report instances,
● query instances,
● cube instances,
● report packages, and
● open cube instances.
NOTE: You can not modify the properties of a report package from
within either of the WebAccess desktops. You can, however, modify the
individual reports.
You can also use Seagate Analysis from the Info Desktop for Java. For
more information, see Seagate Analysis online Help.
NOTE: It is recommended that you open Seagate Analysis using either
Internet Explorer version 4.0 or later, or Netscape Navigator version 4.0
or later. Seagate Analysis may prove to be unstable with earlier versions.
Differences between the Info Desktop and WebAccess desktops
Info Desktop for
HTML
The WebAccess desktops make the most commonly used Info Desktop
functionality available via a web browser. However, please note the
following differences between the Info Desktop and WebAccess
desktops:
● You can have only one folder open at a time with the Info Desktop
for HTML.
● You can not specify an Info Server.
282 Seagate Info Desktop User’s Guide

Info Desktop for
Java
WebAccess Main Pages
Info Desktop for
HTML
● You can not set events or notifications.
● You can not specify a destination other than disk.
● You can not limit instances.
● You can have only one folder open at a time with the Info Desktop
for Java.
● You can set an event.
● You can not set a notification.
The Info Desktop for HTML main page is based on the familiar Info
Desktop for Windows interface.
Icon bar
Folder Tree Panel Job Information Tabs
Integrated Desktops 283

Icon Bar
The Info Desktop for HTML includes several icons you can use to
perform common tasks. The icons perform the following functions:
Folder Tree Panel
In the left frame of the Info Desktop for HTML main page you will find
the Folder Tree Panel. The Folder Tree Panel displays all private and public
folders on the desktop.
To review or use the contents of a folder, simply click the folder. The icon
changes to an open folder and the Info Desktop for HTML displays the
folder contents on the Job Information Tabs (the right side of the main
page).
{
APS icon
Logs off the current Info APS/APS Cluster.
Refreshes the selected item to display the most up-to-date
report objects and instances.
Launches Seagate Analysis.
Allows you to set custom options.
Displays the Help facility.
Folder icon
284 Seagate Info Desktop User’s Guide

Job Information Tabs
In the right frame of the Info Desktop for HTML main page you will find
the Job Information Tabs. These tabs enable you to review the properties
of an object, schedule or delete an object, hold or release a scheduled
instance, or if the object has already been processed, view the instance.
Also, the Seagate Analysis Design Tab allows you to access Seagate
Analysis within the Info Desktop for HTML.
NOTE: To access Seagate Analysis, you will need to install the Sun’s Java
Plug-In 1.1. You must also have the latest Microsoft Virtual Machine for
Java installed on both the client and server machines. Both applications
are shipped with Seagate Info and can be located in the \redist directory
of the Install CD.
Object
Instance
Integrated Desktops 285

Info Desktop for
Java
Toolbar
Folder Tree list box
Like the Info Desktop for HTML, the Info Desktop for Java is based on the
Info Desktop for Windows interface.
NOTE: In order to view OLAP cubes or open Seagate Analysis from
within the Info Desktop for Java, you will need a browser equipped with
Java 1.1 support. Consequently, you need to either run the latest
Microsoft Virtual Machine for Java or install Sun’s Java Plug-In 1.1. Both
applications are available in the \redist directory of the Info Install CD.
Toolbar
Job Information list box
The Info Desktop for Java includes several buttons you can use to
perform common tasks. The toolbar buttons perform the following
functions:
Launches Seagate Analysis.
Opens the Schedule dialog box where you can schedule an
object in the Job Information list box.
Holds the selected scheduled instance.
286 Seagate Info Desktop User’s Guide

Releases the selected instance.
Stops a scheduled job from running.
Deletes the highlighted object/instance from the Info
Desktop.
Refreshes the data.
Opens a report in the Info Viewer for Java or the Info Viewer
for ActiveX, depending on your settings in the Options
dialog box. See Info Viewers, Page 315, for more information.
Allows you to view properties for the currently selected
folder, object, or instance.
Sends the selected instance to a printer.
Allows you to set custom options.
Displays the Help facility.
Folder Tree list box
In the left frame of the Info Desktop for Java main page you will find the
Folder Tree list box. The Folder Tree list box functions exactly as the Folder
Tree Panel of the Info Desktop for HTML. See Folder Tree Panel, Page 284,
for more information.
Job Information list box
In the right frame of the Info Desktop for Java main page you will find the
Job Information list box. The list box displays the contents of the folder
selected in the Folder Tree list box.
Integrated Desktops 287

Overview - Info Channel
NOTE: Info Channel is only available if you are using Windows NT 4.0
with Service Pack 3 or newer and either Netscape Netcaster or Internet
Explorer 4.0.
Seagate Info now includes Active Channel technology. Microsoft has
introduced the Active Channel technology along with the release of
Internet Explorer 4.0. This technology provides users with information
that is updated regularly.
If you selected the Info Channel to view a report, the report will have the
same functionality as the Info Viewer for Java and Info Viewer for
ActiveX depending on which viewer you choose and the format of the
report pushed to the channel. For example, if you push the report to an
Info Channel in standard .RPT format and you are using Internet
Explorer 4, you will have the same functionality as the Info Viewer for
ActiveX.
NOTE: The Info Viewer for HTML is not available for the Info Channel.
Overview - The Info Desktop for Outlook
Seagate Info allows you to use Microsoft Outlook as an Info Desktop. You
can connect to an Info APS from within Outlook, and view your Desktop
as an Outlook folder. You can also open the appropriate Info Viewers for
your report, query, and Info OLAP instances directly from Outlook.
The Info Outlook Server uses the Exchange Server public folders to
communicate with the Info Desktop for Outlook clients. Because this is
the case, the Info Outlook Server must log on to mail, and so a mail profile
must be available. In order to run the Info Outlook Server, then, you must
set up a mail account and a public folder owned by that mail account.
HANDS-ON (WebAccess Desktops)
How to establish a connection to the WebAccess desktops
With one URL, you can establish a connection to the WebAccess desktop
of your choice, without having to complete a complicated login process.
You can accomplish this by including the name of the APS machine, the
user name, and the password in the URL.
288 Seagate Info Desktop User’s Guide

Info Desktop for
HTML
Open your web browser and connect to:
http:///ciweb/web.si?type=
&cmd=init&aps=&usr=&pwd=
[where is the name of the web server machine,
specifies the desktop you want to use (either Java or HTML),
is the name of the APS, is the login user name, and
is the login password.].
For example, if you wanted to open the Info Desktop of Java on the web
server "WEBMachine" and connect to an APS called "APSmachine" with
the user name "JohnDoe" and the password "secret", you would use the
following URL:
http://WEBmachine/ciweb/web.si?type=java&cmd=init
&aps=APSMachine&usr=JohnDoe&pwd=secret
NOTE: The syntax must comply with URL encoding standards. If you
include any spaces in the web address, you need to replace them with the
+ sign.
If you choose the Info Desktop for HTML, the Info Desktop for HTML
appears:
Integrated Desktops 289

Info Desktop for
Java
If you choose Info Desktop for Java, the Info Desktop for Java appears.
290 Seagate Info Desktop User’s Guide

How to schedule an object for immediate processing
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
This tutorial describes the process for scheduling an object to process
immediately. For information on scheduling an object to process at a
specific date/time, see How to schedule an object to process at a specific date/
time, Page 292.
1 Highlight the object you want to schedule on the Jobs Tab.
2 Click the Schedule Tab.
3 Click Right now.
3 Make all other selections as desired and click Schedule when finished.
The Info APS schedules the object for processing as specified.
NOTE: To schedule an object to be pushed to the Info Channel, the
instance must be scheduled through the Info Desktop. See Overview - Info
Channel, Page 288, for more information.
Integrated Desktops 291

How to schedule an object to process at a specific date/time
3 Click At and specify
the time and date you
want the program to
process the object in the
edit boxes provided.
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
This tutorial describes the process for scheduling an object at a specific
date/time. For information on scheduling an object to process
immediately, see How to schedule an object for immediate processing, Page
291.
1 Highlight the object you want to schedule on the Jobs Tab.
2 Click the Schedule Tab.
4 Make all other selections as desired, and click Schedule when
finished.
The Info APS schedules the object for processing as specified.
NOTE: To schedule an object to be pushed to the Info Channel, the
instance must be scheduled through the Info Desktop. See Overview - Info
Channel, Page 288, for more information.
292 Seagate Info Desktop User’s Guide

How to schedule an object for recurring processing
3 Click the Right now
or At option.
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
The Info Desktop for HTML allows you to schedule objects for recurring
processing. For example, you can specify that an object run every day,
every week, on the last day of every month, etc.
1 Highlight the object you want to process on the Jobs Tab. The
Schedule Tab appears.
2 Click the Schedule Tab.
NOTE: For recurring processes, you can use either the Right Now or At
option.
● If you choose the Right Now option button, the object will be
processed immediately and at the same time Everyday, Every Week,
etc.
● If you choose the At option button, the object will be processed at
the specified time Everyday, Every Week, etc.
Integrated Desktops 293

4 Make all other selections as desired, and click Schedule when finished.
The program schedules the object for recurring processing as specified.
NOTE: To schedule an object to be pushed to the Info Channel, the
instance must be scheduled through the Info Desktop.
How to specify an output format for a report object
1 Select the format you
want the object to
export to from the
Format drop-down list.
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
When scheduling a report object, if you do not specify a specific output
format, the object will be output in .RPT format. However, several other
output options are available.
2 Make all other selections as desired, and click Schedule when finished.
The program outputs the report object in the format specified.
NOTE: If you selected Comma-separated values or Data Interchange
Format values from the Format drop-down list, the program uses the
number and date formats that are specified in the report.
294 Seagate Info Desktop User’s Guide

How to specify an output destination for a report object
NOTE: This feature is only available for the Info Desktop for Java.
When scheduling a report object, if you do not specify a specific
destination, the program will output the object to disk. However, several
other destinations are available.
1 Select an export destination from the To Destination drop-down list.
The remaining steps are determined by your destination choice.
● If you chose Disk, you can specify:
⎯ Default file, in which case the program sends the output to the
directory specified as the default output directory. The output
will be given a random file name and an extension based on
the format you selected. For example, a report called
MYREPORT.RPT when sent to a text file using the Default file
name will be sent to a file called MYREPORT.TXT.
⎯ File/Dir, in which case you specify the file name and directory
to which you want to send report output.
● If you chose Microsoft Mail, specify the recipient(s) of the report
output, any individual(s) to be CC'd, a subject, and a message to
accompany the report.
● If you chose cc: Mail, NotesMail (VIM), you have the same options
as with the Microsoft Mail destination, plus the ability to notify any
blind carbon copy (BCC) recipients.
● If you chose Fax Machine, you must enter the fax number in the text
box.
● If you chose Lotus Notes, specify the Server/Database to which the
output should be sent and any comments you wish to accompany
the file.
● If you chose MS Exchange Public Folder, specify the profile name
and other standard Exchange options.
● If you chose Channel (thus pushing a single instance of the report
to the Info Channel), specify which users/user groups can view
the report from the Info Channel. See How to push all instances of a
report to an Info Channel, Page 310.
NOTE: When MS Exchange Public Folder is selected as the export
destination, you can only post the object to a public folder. For more
information, consult the documentation that came with Microsoft Exchange.
● If you chose Printer, specify either the printer specified in the
report or another printer.
Integrated Desktops 295

How to view an object
Info Desktop for
HTML
3 Click one of these
groups to drill-down
in the tree view.
NOTE: The Info Server must be properly configured with account
information in order to support mail destinations. You can set up this
information by running the Info Configuration Utility program on the
Info Server. See the Getting Started Guide or the Info Configuration
Utility online Help (CONFIGCI.HLP).
2 Make all other selections as desired, and click Schedule when
finished.
The program will output the report object to the destination specified.
Once an object has been processed, you can view it from within the
browser environment.
NOTE: Output is always converted to HTML for use with the Info
Desktop for HTML, regardless of the export format chosen for the report.
1 On the Jobs Tab, highlight the instance you would like to view.
2 Click the View Tab.
● On the left side, you will find a list of all the groups available to
drill-down on. Simply click the desired group to activate a drilldown
tab displaying details for the specified group.
296 Seagate Info Desktop User’s Guide

Info Desktop for
Java
NOTE: Click Back to return to your report from a drill-down tab.
● In the right pane, a preview of the report is displayed.
4 Click the Desktop Tab to return to the Info Desktop for HTML.
Once an object has been processed, you can view it in the Info Viewer for
Java or the Info Viewer for ActiveX, depending on your settings in the
Options dialog box.
1 Highlight the instance you would like to view in the Job Information
list box and click the VIEWER button on the toolbar.
● If the Info Viewer for Java option is selected in the Options dialog
box, the Info Viewer for Java appears. See Info Viewer for Java
(WebAccess), Page 318, for more information.
How to hold a scheduled instance
● If the Info Viewer for ActiveX option is selected in the Options
dialog box, the Info Viewer for ActiveX appears. See Info Viewer for
ActiveX (WebAccess), Page 317, for more information.
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly (for example, in the Info Desktop for Java you would use the
Hold and Release buttons instead of the Hold and Release Tabs).
If you need to prevent a scheduled job from running, you can place the
appropriate instance on hold.
NOTE: You can only hold instances that have a "Scheduled" or
"Recurring" status.
1 Highlight the instance you want to put on hold and click the Hold
Tab, or right-click the instance and choose HOLD from the shortcut
menu.
A message box appears, asking if you really want to hold the selected
schedule(s).
2 Click OK to hold the job.
The program changes the status of the selected instance to OnHold.
While the instance is on hold, the APS will not run the scheduled job.
There are only two commands that you can use with OnHold
instances: STOP and RELEASE.
3 To release an instance that is on hold, highlight the instance that you
want released from hold and click the Release Tab, or right-click the
instance and choose RELEASE from the shortcut menu.
Integrated Desktops 297

How to stop a scheduled object
A message box appears, warning that if you release the instance, the
scheduled job will run.
4 Click OK to run the schedule as formerly specified:
● If the instance that is on hold was formerly scheduled, the
program updates the next run time, and the APS will run the
instance at the specified time (provided that the dependencies are
satisfied). If the next run time is already past, the instance will run
immediately, provided that the Run Time window is active and
the dependencies are satisfied.
● If the instance that is on hold was formerly recurring, the Release
dialog box appears, asking whether you want to catch up on the
previous occurrence. To do this, toggle the check box on and click
OK. If the job was scheduled to run earlier, the program now
schedules it to run at that previous run time (in other words, the
job runs immediately). If you do not toggle this check box on, the
program schedules the job to run at the next run time. If all the
possible run times are expired, the program will detect the
instance when it updates the next run time, and the APS will stop
the job.
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
You stop a scheduled object in the Info Desktop for HTML in much the
same way as you do from the Info Desktop.
1 Highlight the scheduled report instance you would like to stop on
the Jobs Tab.
2 Click the Stop Tab.
A message box appears prompting you to confirm the request.
3 Click OK to confirm stopping.
The instance is stopped as specified.
298 Seagate Info Desktop User’s Guide

How to delete a report instance
How to set instance limits
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
You delete a report instance from the Info Desktop for HTML in much the
same way as you do from the Info Desktop.
1 Highlight the report instance you want to delete on the Jobs Tab.
2 Click the Delete Tab.
A message box appears, prompting you to confirm the request.
3 Click OK to confirm the deletion.
The instance is deleted as specified.
NOTE: This feature is only available in the Info Desktop for Java.
Over a period of time, report instances can build up on the Info Desktop.
Additionally, users and user groups may be unaware of recently
scheduled instances and may attempt to schedule another. The end result
is report redundancy and inefficient use of processing time. Further,
older instances of a report/query object take up memory that could be
used for other report/query instances that are more recent and, typically,
more relevant. If you set instance limits, then older instances, as well as
the number of instances that you specify, will be automatically removed
from the folder, eliminating any need for time-consuming “housecleaning.”
In most cases, your Info Administrator will have already set the instance
limits for you. However, for some users and user groups, these limits may
need to be modified in order to meet their specific needs.
Integrated Desktops 299

If your administrator has enabled Seagate Info’s instance archival feature,
you will be able to archive old instances rather than deleting them. You
can retrieve them later. To archive deleted instances or less frequently
used instances of an object to a storage location specified by your
administrator:
1 Right-click the object and choose INSTANCE LIMITS from the shortcut
menu.
The object’s Set Objects dialog box appears with the Limits Tab active.
2 Toggle the Override global settings option on and make changes to the
settings as needed.
3 Click OK to finalize the settings for the object.
NOTE: If instance archival is not first enabled at the global level, then
you will not be able to specify archival settings for individual objects.
How to retrieve archived instances
NOTE: If the archiving options have not been set in the Info
Administrator, the program will not archive instances. If this is the case,
you will need to speak with your administrator.
1 To retrieve one or more archived instances, choose the SHOW
HISTORY command from the View menu.
The History Filter dialog box appears.
2 Use the User name and Date Range text boxes to narrow your search
(and thus the number of instances returned).
3 Click OK.
The Info APS searches for instances with the specified owner and
within the specified date range, and returns a list of these instances.
The Info Storage History dialog box appears, displaying the list.
4 Highlight the instances you want restored or deleted.
● Click Restore to return the instances to the Info Desktop. You can
now view the selected instances from the Desktop.
● Click Delete to permanently remove the instances from the Info
system. You will no longer be able to access these instances.
NOTE: Restored instances are not subject to the Object Limits
restrictions. For this reason, they cannot be archived a second time.
300 Seagate Info Desktop User’s Guide

How to view the properties of an instance
NOTE: This tutorial is based on the Info Desktop for HTML. If you are
using the Info Desktop for Java, the available options and interface will
vary slightly.
1 Highlight the instance you want to view the properties for on the
Jobs Tab.
2 Click the Properties Tab.
From the Properties Tab you can view the Name, Title, Status, Message,
Start Time, End Time, Interval, Attempts, and Export information for the
currently selected instance.
NOTE: You can also view the properties for a folder, cube, program or
report by highlighting it and clicking the Properties Tab. However, you
will only see the Name, Title, and Description for the specified object.
How to change the password (Info Desktop for Java)
The Info Desktop for Java allows you to change the password used for
logging on to the Info APS.
1 Choose CHANGE PASSWORD from the Tools|Change Password menu.
The Change Password dialog box appears.
2 Enter the new password in the text box.
3 Click OK.
Integrated Desktops 301

How to customize the WebAccess desktops
Info Desktop for
HTML
Seagate Info allows you to customize the Info Desktop for HTML and the
Info Desktop for Java in several ways.
1 Click the Customize icon.
A new page appears with the following options:
● Refresh Rate, Page 302
● Time Zone, Page 302
● View Window, Page 303
● Viewer, Page 303
● Tree View, Page 303
● Automatic Paging, Page 303
Refresh Rate
Use the Refresh Rate section to specify the refresh rates of the Folder Tree
Panel and the Jobs Tab.
● Refresh folders every X minutes indicates how often the web browser
should query the Info APS/APS Cluster for updated information
to refresh the Folder Tree Panel. The default value is one minute.
● Refresh objects every X minutes indicates how often the web browser
should refresh the list of report objects and instances. The default
value is one minute.
Time Zone
Use the Time Zone section to specify the time zone used when scheduling
reports. For example, if you schedule a report for 8:00 a.m., and then set
the time zone for Greenwich Mean Time (Greenwich, England), the
report will be processed at 8:00 a.m. GMT (3:00 a.m. New York, 12:00
midnight Los Angeles).
302 Seagate Info Desktop User’s Guide

View Window
Use the View Window section to choose to open reports in the same or
separate web browser window. If you choose to view your reports in the
Same window, a new page will open with your report contents in the
same web browser. If you select the New window option, your report will
be launched in a separate web browser application.
Viewer
Use the Viewer section to choose the viewer you want to use for viewing
your report. You have the following options:
● Info Viewer for HTML,
● Info Viewer for Java,
● Info Viewer for ActiveX, or
● Info Analyzer.
Tree View
Use the Tree View section to choose whether to show or hide the group
information when you are viewing your report.
Automatic Paging
Use the Automatic Paging section to choose whether to download the
entire report at once or open the report in a page-by-page format.
Integrated Desktops 303

Info Desktop for
Java
Automatic Database Logon
Enable Automatic Database Logon to automatically use the current User
ID and password when scheduling objects that require a database logon.
Disable this option to manually enter database logon information when
scheduling objects.
2 Click OK when finished.
NOTE: If you click the BACK button on your web browser instead of
clicking OK, your changes will not be applied.
1 Click the OPTIONS button on the toolbar.
The Options dialog box appears.
Use the Options dialog box to customize the following options:
● Refresh, Page 304,
● Schedule, Page 305,
● Viewer, Page 305, and
● Time zone, Page 305.
Refresh
Use the Refresh option in the same manner you would in the Info Desktop
for HTML:
304 Seagate Info Desktop User’s Guide

● Refresh desktop every X minutes indicates how often the web
browser should query the Info APS/APS Cluster for updated
information to refresh the Info Desktop for Java automatically. The
default value is 5 minutes.
● Refresh instance every X minutes indicates how often the web
browser should refresh the list of report instances. The default is 30
seconds.
Schedule
Use the Schedule option to set the desktop’s logon requirements for
scheduling. The Info Desktop for Java will then require that information
before scheduling.
You have the following options:
● Require DB Logon Information,
● Require Report Prompts Information, or
● Use current id and password for all schedule logons.
Viewer
Use the Viewer option to choose the format to view your report. You have
the following options:
● Info Viewer for Java,
● Info Viewer for ActiveX, or
● Show Group View.
NOTE: If using a Netscape Browser, the Info Viewer for ActiveX option
will be inactive.
Time zone
Use the Time Zone section to specify the time zone used when scheduling
reports. For example, if you schedule a report for 8:00 a.m., then set the
time zone for Greenwich Mean Time (Greenwich, England), the report
will be processed at 8:00 a.m. GMT (3:00 a.m. New York, 12:00 midnight
Los Angeles). The default time zone is "Local to web server" -- that is, the
time zone of the machine running Info WebAccess.
NOTE: You will need to restart the APS before your changes can take
effect.
Integrated Desktops 305

HANDS-ON (Info Channel)
How to establish a connection to the Info Channel
1 Open your web browser and connect to:
http:///ciweb
For example, if your host name is pegasus, you would connect to:
http://pegasus/ciweb
The WebAccess main screen appears where you can choose to open
the Info Desktop for HTML, Info Desktop for Java, or Info Channel.
2 Click Info Channel.
306 Seagate Info Desktop User’s Guide

If you have not yet subscribed to your corporate Info Channel, the
Info Channel Options page appears.
3 Enter an Info APS/APS Cluster name, your username, and your
password.
Additionally, you are prompted to set the following options:
● Expire reports after X days
Since pushed information is intended to show the most current
information, channel objects have expiration dates ranging from 1
to 365 days from the time the object was scheduled. Out-dated
objects are not deleted from the Info APS/APS Cluster; they are
just hidden from view on the channel.
Integrated Desktops 307

● View all instances in a folder hierarchy, only objects pushed to
self, or only most recent instances
This option allows you to specify whether you want to see all the
instances displayed in a folder hierarchy similar to that of a group
tree view (with objects and instances shown as children of their
parent folders), whether you want to see only those objects pushed
to self, or whether you want to see only the most recent successful
instances. If you choose to see all instances, they are ordered by
date, with the most recent first. If you choose to see only those
objects that are "pushed to self," the program will filter out any
objects that are pushed to the channel without a specified user
name.
● Preferred Content or Viewer
Choose which viewer you want to use to view instances: the Info
Viewer for ActiveX or the Info Viewer for Java. Additionally, you
can choose Object Download which allows you to download the
full report object from the Info Channel to a directory you specify
on your local machine. This allows you to work offline without
tying up network resources.
● Display GroupView
This option allows you to specify whether or not you want to get
group view information for a channel object. If your network
connection is slow, you can speed up report viewing by toggling
the check box off. You can still retrieve group view information,
but it will have to be downloaded.
● File Download
This option allows you to download the full report object from the
Info Channel to a directory you specify on your local machine.
This allows you to work offline without tying up network
resources.
NOTE: Once this information is entered the first time, you will not have
to re-enter this information again unless you change your username or
password or log on to another Info APS/APS Cluster. If you want to
modify your current options, choose the Info Channel Options page.
4 When you are finished, click OK.
The Add Active Channel button appears at the top of the page.
5 Click Add Active Channel.
308 Seagate Info Desktop User’s Guide

The Info Channel main page appears.
In the left pane of the web browser, you will see a number of successful
instances, with the most recent instance listed first. To view an instance,
click the instance name. Depending on your initial settings, an instances
viewed in the web browser would appear similar to the following:
Integrated Desktops 309

How to push all instances of a report to an Info Channel
You can push all instances of a report to an Info Channel from either the
Info Desktop for Windows or the Info Desktop for Java.
● If you push a folder to an Info Channel, the program pushes all the
folder instances to the Info Channel.
● If you push a specific object to an Info Channel, the program
pushes all the object instances to the Info Channel.
1 Highlight the target folder or object and choose PUSH TO CHANNEL
from the Edit menu, or right-click the folder or object and choose
PUSH TO CHANNEL from the shortcut menu.
The Push to Channel dialog box appears.
2 Toggle the Push to Channel check box on.
3 Use the text box to enter the user names for the users who will need
to view the instances (separating multiple user names with
semicolons), or click the Channel Info button to select user names
from a list of possible recipients.
4 Click OK.
NOTE: The Push to Channel settings will not effect instances that you
scheduled prior to establishing these settings.
HANDS-ON (The Info Desktop for Outlook)
How to set up the Info Outlook Server
NOTE: In order to use the Info Outlook Server, you need to make certain
the Info Outlook Server check box in the Custom Installations is toggled
on, when you install Seagate Info.
1 Start the Info Outlook Server (it is installed in the Seagate Info NT
program group).
The Info Outlook Server appears. During startup, you will probably
receive an error message stating that the Info Outlook Server did not
start correctly. The Info Outlook Server first attempts to start using a
default mail profile and a public folder named "Seagate Info." You
will need to set these options.
2 Click the Options Tab.
310 Seagate Info Desktop User’s Guide

3 In the Use Folder Named text box, enter the name of the public folder
that you want to use for communication. Use (\) to separate names
in the folder hierarchy.
4 Select the mail profile that you want the Info Outlook Server to use
from the Logon to Mail Profile drop-down list, or click the Create New
Profile button to create a new mail profile for use by the Info Outlook
Server.
5 Optionally, you can also:
● use the Desktop Refresh Rate text box to enter the refresh rate (that
is, the frequency with which the data is updated, in milliseconds)
for the Info Desktop for Outlook clients, and
● install the Info Outlook Server as a service, by setting the options
in the Service section of the Options Tab.
6 Click Apply.
You will need to restart the server in order for these settings to take
effect. After you restart, there will be a delay as the server initializes
the public folder with data and with the correct permissions for the
server and the clients.
NOTE: You can run multiple copies of the Info Outlook Server, if needed.
Just make certain that you use a separate public folder for each server.
NOTE: Optionally, you can run the Info Outlook Server as a service. If
you need to change the parameters or send install messages to Outlook
clients while the server is running as a service, run the Info Outlook
Server program. The program will start in a special mode, allowing you to
perform these operations. The service will continue to run.
How to set up the Info Desktop for Outlook
1 In the Set Up Mail Profiles dialog box, select the mail profiles you
want to use with the Seagate Info Add-In.
2 Click the Add Seagate Info connection to selected profiles button to add
the Info connection to the selected profiles.
The Seagate Info Message Store Configuration dialog box appears.
3 Enter the name of the Info APS to which you want to connect in the
APS Name text box.
4 Enter the User ID you want to use for connecting to the APS in the
User ID text box.
Integrated Desktops 311

5 Enter the password you want to use for connecting to the APS in the
Password text box.
6 If needed, you can enter a name for the store in the Store Display
Name text box, and you can enter any relevant information in the
Comment edit box.
7 Click OK.
The program now configures a Seagate Info Message Store Service for
connection to the specified APS. The Info Desktop for Outlook is now
ready for use.
How to configure the Desktop for multiple Info APS connections
1 From the Windows Control Panel, open the Mail program.
The Microsoft Outlook Internet Settings Properties dialog box
appears with the Services Tab active.
2 Click Show Profiles.
The Mail dialog box appears.
3 Highlight the appropriate user profile in the list box and click the
Properties button.
The Microsoft Outlook Internet Settings Properties dialog box
appears with the Services Tab active.
4 Click the Add button.
The Add Service to Profile dialog box appears.
5 Choose Seagate Info Message Store Services from the Available
information services list box.
6 Click OK.
A dialog box appears.
7 Use this dialog box to add a unique Info APS and add the logon
parameters for each Seagate Info Message Store Service that you are
adding to the Outlook Profile.
312 Seagate Info Desktop User’s Guide

How to navigate the Info Desktop for Outlook
Once you have set up the Info Outlook Server and the Info Desktop for
Outlook, and once you have made any additional Info APS connections
needed, you can begin using the Desktop, via the profile you created. The
Seagate Info folder appears in the Outlook Folder List.
1 With the Folder List open, click the Seagate Info folder.
The folder expands, showing the subfolders and Info objects it
contains.
2 Click a subfolder to view its contents. The Info objects contained
within the subfolder appear in Outlook’s Information Viewer. For
each Info object:
● The Subject column in the Information Viewer displays the name
assigned to the object.
● The APS column in the Information Viewer identifies the APS on
which the object resides.
● The NInstances column in the Information Viewer displays the
number of instances present for the object.
3 To view the list of instances for an object, right-click the object and
choose OPEN from the shortcut menu.
The list appears in a new window, with the information for each
instance displayed as it would be in the Info Desktop for Windows.
4 To view an instance, double-click that instance.
A new viewer window appears, allowing you to examine the
instance.
NOTE: Alternatively, you can view the most recent instance of an object
by double-clicking the object in the Information Viewer pane (this will
open a new viewer window for the instance).
Integrated Desktops 313

314 Seagate Info Desktop User’s Guide

7 Info Viewers
What you will find in this chapter...
Overview - Info Viewers, Page 316
Info Viewer for ActiveX (WebAccess), Page 317
Info Viewer for Java (WebAccess), Page 318
Info Viewer for HTML (WebAccess), Page 319
Info Analyzer (Info Desktop), Page 320
Info Viewer (Info Desktop), Page 321
Info Viewers 315

Overview - Info Viewers
Info Viewers are specialized components within Seagate Info that allow
you to view reports and drill-down to see the details behind summarized
data. Unlike the Info Desktop and WebAccess desktops (Java and
HTML), which are primarily designed to schedule reports, Info Viewers
are used only to view successfully scheduled instances of these reports.
If you are using either the Info Desktop for HTML or Info Desktop for
Java via a web browser, you can view reports using the following:
1. Info Viewer for ActiveX (WebAccess), Page 317
2. Info Viewer for Java (WebAccess), Page 318
3. Info Viewer for HTML (WebAccess), Page 319
If you are using the Info Desktop, you can view reports using the
following:
1. Info Analyzer (Info Desktop), Page 320
2. Info Viewer (Info Desktop), Page 321
Depending on how you access reports (via the WebAccess Desktops or
through the Info Desktop), the Info Viewers will look and function
differently.
Contact your Info Administrator to determine whether you are using
either the Info Desktop or one of the WebAccess desktops.
316 Seagate Info Desktop User’s Guide

Info Viewer for ActiveX (WebAccess)
The Info Viewer for ActiveX takes advantage of Page-On-Demand
technology while giving you a great deal of flexibility in viewing your
report. The Info Viewer for ActiveX is accessed from the WebAccess
desktops (Java or HTML) using a web browser which supports ActiveX
controls (i.e., Internet Explorer). With the Info Viewer for ActiveX, you
are able to:
● select specific data to obtain only the information you need and
place it in encapsulated page format (.EPF), utilizing Page-On-
Demand technology,
● print either the drilled-down page or whole report to a printer,
● export to Seagate Crystal Reports, .RTF, .DOC, or Excel,
● search for the data within the report,
● select specific data of interest within the report using selection
criteria, and
● view queries.
If you are viewing your report from a web browser using the Info Viewer
for ActiveX, your report will look like this:
Info Viewers 317

Info Viewer for Java (WebAccess)
The Info Viewer for Java allows users to view reports using Page-On-
Demand technology. This means that if you drill-down on any group, a
new page appears. While the Info Viewer for Java allows you to view
reports, you can also:
● select specific data to obtain only the information you need and
place it in encapsulated page format (.EPF), utilizing Page-On-
Demand technology,
● search for data within the report,
● select specific data of interest within the report by specifying
selection criteria in the Select Expert,
● print the report, and
● export the report in a variety of export formats to a variety of
export destinations.
The new Select Expert in the Info Viewer for Java makes it possible for
you to search your records quickly using specified selection criteria. You
can open the Select Expert by clicking the SELECT EXPERT button on the
Info Viewer for Java toolbar. You can click the New button in the Select
Expert to create a new selection formula. For more information about
creating selection formulas, see the Report Design Guide.
If you are viewing your report from a web browser using the InfoViewer
for Java, your report will look like this:
318 Seagate Info Desktop User’s Guide

Info Viewer for HTML (WebAccess)
The Info Viewer for HTML allows users to view reports using Page-On-
Demand technology. This means that if you drill-down anywhere there is
HTML text present, a new page appears. While the Info Viewer for HTML
allows you to view reports, you can also:
● print report information for that page in the same fashion as
printing a web page,
● search for data within the report, and
● select specific data of interest within the report using selection
criteria.
If you are viewing your report from a web browser using the Info Viewer
for HTML, your report will look like this:
Info Viewers 319

Info Analyzer (Info Desktop)
The Info Analyzer is launched from the Info Desktop and is the most
flexible in terms of utilizing report data. The Info Analyzer is launched
when a selected report instance is in .RPT format and the Page on demand
from server option is toggled off in the Options dialog box. Using the Info
Analyzer, you can:
● print your report to a:
⎯ printer,
⎯ e-mail address, or
⎯ file (formats include several popular wordprocessing,
spreadsheet, database applications, in HTML or ODBC format,
or in one of a number of standard data interchange formats),
● select the data you want to view,
● drill-down on hotspots in the report,
● sort the data in the report you want to view, and
● view multiple reports.
If you are viewing your report from the Info Desktop using the Info
Analyzer, your report will look like this:
320 Seagate Info Desktop User’s Guide

Info Viewer (Info Desktop)
The Info Analyzer functions similarly to the Info Report Designer. For
information on the tasks you can perform with the Info Analyzer
(selecting records, sorting records, graphing, choosing Top N values, etc.)
see the Report Design Guide.
The Info Viewer has the same functionality as the Info Viewer for
ActiveX. The only difference between the two is that the Info Viewer for
ActiveX is accessed from a web browser while the Info Viewer is
launched from the Info Desktop.
If you want to use the Info Viewer, make sure that Page on demand from
server option is toggled on in the Options dialog box before you view your
report. With the Info Viewer, you can:
● select specific data to obtain only the information you need and
place it in encapsulated page format (.EPF), utilizing Page-On-
Demand technology,
● print either the drilled-down page or whole report to a printer,
● search for the data from within the report,
● select data from within the report, and
● view queries.
If you are viewing your report with the Info Viewer, your report will look
like this:
Info Viewers 321

322 Seagate Info Desktop User’s Guide

8 Prompting Variable Pick Lists
What you will find in this chapter...
Overview - Prompting Variable Pick Lists, Page 324
HANDS-ON (Prompting Variable Pick Lists), Page 324
Prompting Variable Pick Lists 323

Overview - Prompting Variable Pick Lists
Prompting variable pick lists are values (in string, numeric, boolean,
currency, or date formats) that are used to set parameters for the data
used in a report. For example, if you have three clients, X, Y, and Z, you
can create a prompting variable pick list for users to select one of these
values to create a report only for that client.
The values for parameter field variables can now be set with a predefined
prompting variable pick lists. These prompt variables can be
stored externally in a text editor like Microsoft Notepad or WordPad and
can thus be shared across reports and queries. This means that users no
longer have to create parameters with the same values for each report; the
prompting variables are saved in a text editor, ready to be used in any
report sharing the same data and variables. In the case of clients X, Y, and
Z, multiple reports can be generated at any time for any of these clients
using the same prompting variable.
HANDS-ON (Prompting Variable Pick Lists)
How to create a prompting variable pick list
In this tutorial, you will create a sample prompting variable pick list in
any text editor (for example, Microsoft Notepad or WordPad). Once the
pick list is created, you can save it to a directory where it can be accessed
for reports requiring prompting variables. For this tutorial, you will
create a pick list for a Region prompting variable.
The file which stores the prompting variable pick list can be created using
any text editor, but must be saved in plain text (.TXT) format. The prompt
value names are input with any desired comments inserted following a
or any number of tabs.
NOTE: Adding a comment is optional. The first field reference is the only
part that appears when the object is run. The comment is for descriptive
purposes only.
324 Seagate Info Desktop User’s Guide

1 Open any text editor.
2 Type the following:
*
SOUTHWESTregion with temperate climate
NORTHEASTregion with cold climate
CENTRALregion with high population
MIDWESTregion with low population
ATLANTICregion with most fish
HOMEBASE
This is an example of a pick list for a Region prompting variable. In
each statement, you will notice that there is a region variable
(NORTHEAST, SOUTHWEST, CENTRAL, etc.) followed by a brief
description of the prompting variable. When you are actually
prompted to select a variable from the pick list, the report only reads
the variable. The description is used to further assist users in selecting
the appropriate variable.
However, you can also choose to show only the database descriptions
(region with cold climate, region with high population, etc.) in the
prompting variable pick list and in the list of prompt values that
appears in the Schedule dialog box. In this case, the lists will not
include the variable names (NORTHEAST, SOUTHEAST). To
accomplish this, set the ShowDescOnly directive to 1, as shown
below:
%%%%ShowDescOnly:1
SOUTHWESTregion with temperate climate
NORTHEASTregion with cold climate
CENTRALregion with high population
MIDWESTregion with low population
ATLANTICregion with most fish
HOMEBASE
NOTE: In order to have only the database descriptions appear in the
prompting variable pick list, you must make certain that each variable has
a corresponding database description. If this is not the case, then not all
of the variables will appear in the prompt values list (in the Schedule
dialog box), since not all the variables have descriptions.
NOTE: The asterisk (*) is the default symbol for including all values in the
prompting variable for a report. The percent sign (%) is the default
symbol for including all values in the parameter field for a query. The set
of four percent signs (%%%%) is the default symbol for using a directive
in the prompting variable pick list.
Prompting Variable Pick Lists 325

3 To sort the pick list, you can add a line that sets the Sort directive. For
example:
%%%%ShowDescOnly:1
%%%%Sortaa
SOUTHWESTregion with temperate climate
NORTHEASTregion with cold climate
CENTRALregion with high population
MIDWESTregion with low population
ATLANTICregion with most fish
HOMEBASE
In this example, the Sort directive is set to aa (alphanumeric sort in
ascending order). You can also set the Sort to ad, na, or nd. The first
letter (a or n) determines whether the sort is alphanumeric or
numeric. The second letter (a or d) determines whether the sort is in
ascending order (A to Z, 1 to 9) or descending order (Z to A, 9 to 1).
If you set the Sort directive to aa, then, the values in the picklist are
sorted in alphanumeric, ascending order. The ATLANTIC value will
appear at the top of the list.
NOTE: If you do not set the Sort directive, the values will appear in the
order in which you originally entered them (in the text file).
4 Save the pick list and close the text editor. You have created a
prompting variable pick list.
Related Topics
How to add a pick list to the Set Prompting Values dialog box, Page 326
How to use the prompting variable pick list, Page 328
How to add a pick list to the Set Prompting Values dialog box
1 In the Info Desktop, select a report or query containing a prompting
variable in the Job Information list box.
2 Click the PROPERTIES button on the toolbar.
The Report Properties dialog box appears.
3 Click the Prompts Tab.
326 Seagate Info Desktop User’s Guide

4 Highlight the prompt on this list that
you would like to set a pick list for.
5 Click the
Set Pick List
button.
The Set Pick List dialog box appears.
6 Choose the pick list you created from the appropriate directory and
click Open. See How to create a prompting variable pick list, Page 324.
You are returned to the Prompts Tab. The name of the pick list now
appears in the Pick List File section of the dialog box.
NOTE: Be sure that the prompting variable pick list you have assigned to
the report object contains the data specified in the pick list. Otherwise,
when you schedule the report, the APS will not be able to find the
variable you are setting parameters for and will return a failed instance of
the report.
Prompting Variable Pick Lists 327

How to use the prompting variable pick list
1 Highlight a report or query containing a prompting variable pick list
from the Job Information list box.
2 Click the SCHEDULE button on the toolbar.
The Schedule dialog box appears.
3 Click the Prompts Tab.
4 Highlight a prompting variable in the Prompt Values list box and click
the Set Prompt button.
A dialog box appears, prompting you to enter a value.
5 Enter a value in this edit box or select
an option from the drop-down list.
To include all values, enter an asterisk (*) if you are scheduling a report,
or a percent sign (%) if you are scheduling a query.
When the scheduled report is finished processing, you view the instance
of that report. It will only have values and data associated with that
variable.
NOTE: When scheduling recurring instances of a report using a
prompting variable pick list, each report instance will contain data for
only the selected variable.
If the scheduled report instance fails, check to make sure that the
prompting variable pick list matches the data for your report.
328 Seagate Info Desktop User’s Guide

A Product Support
What you will find in this chapter...
Product support, Page 330
Web support, Page 330
E-mail support, Page 331
Fax support, Page 331
Technical support, Page 332
Product registration, Page 334
Product return policy, Page 334
Product replacement policy, Page 335
329

Product support
Web support
Seagate Info is a powerful scheduling system for the Windows
environment. Seagate Software, Inc. is proud of the quality of the product
and has spent a great deal of time trying to make it intuitive to use. If,
however, there is something you can not figure out how to do, you should
consult the extensive online help system. The help system can be accessed
by clicking on any Help button, by pressing the F1 key, or by choosing the
commands provided in the Help Menu. The help system contains all of
the information from the user manuals, as well as in-depth explanations.
NOTE: Product support plans vary from region to region. Contact your
local distributor for a list of product support plans available in your
region. See README.HLP for a list of international distributors.
WEB SITE
The Seagate Software Web Page can be accessed through:
http://www.seagatesoftware.com/
Seagate Info
http://www.seagatesoftware.com/crystalinfo/techsupp/
Seagate Crystal Reports
The Seagate Crystal Reports Web Page can be accessed through:
http://www.seagatesoftware.com/crystalreports
The Seagate Crystal Reports Technical Support Page can be accessed
through:
http://www.seagatesoftware.com/crystalreports/techsupp/
Technical Support Sites
Technical Support Questions can be submitted through the Web at:
http://webacd.seagatesoftware.com.
Seagate Holos
http://www.seagatesoftware.com/holos/techsupp/
330 Seagate Info Desktop User’s Guide

E-mail support
Fax support
E-MAIL
● support@webacd.seagatesoftware.com
To submit a Technical Support issue by e-mail:
● E-mail a "blank" message to the address above. Leave everything
blank and the system will send you back a ’Main Form’ to fill in.
● Once you have filled in and submitted the Main Form, a Product
Form will be sent to you. The Product Form is used to gather the
particulars of your question.
E-MAIL NOTIFICATION SERVICE
● http://maillist.seagatesoftware.com/subscribe.asp
⎯ Seagate Software’s E-mail Notification Service helps
subscribers remain up-to-date on current events, latest patches
and updates for their products, as well as new product
releases. Please visit http://mailist.seagatesoftware.com/
subscribe.asp to select the type of information you would like
to receive on the particular product(s) you want.
⎯ Each product that you select will add your e-mail address to
that particular topic’s notification group. You may select
multiple products and you may select both marketing and
technical information. You will then see a confirmation page
that simply asks you to verify your information. If all of the
information is correct, you may click the button to continue. If
there is a problem, you will be able to return to this page and
make any changes necessary. You may unsubscribe from any
list at any time.
Another efficient way to receive support on Seagate Info is to fax in your
technical support request. To do this, first fill in the bottom part of the
Technical Support Request form in the product. This form appears when
you choose the TECHNICAL SUPPORT REQUEST command from Seagate
Info Help Menu. When you have completed the form, click the Print
button to print it.
331

Technical support
Fax the completed form to Seagate Software 24 hours a day, Monday
through Friday. After a technical support representative has had a chance
to review your fax, one of the support representatives will respond to you
by return fax the next business day.
NOTE: Product support plans vary from region to region. Contact your
local distributor for a list of product support plans available in your
region. See README.HLP for a list of international distributors.
Seagate Software Fax Support (604) 681-7163
Seagate Software offers several levels of telephone support for Seagate
Info.
● Priority Support provides customers with toll-free access, priority
queue handling, and extended calling hours. Details are outlined
in Priority Support below.
● All registered users of Seagate Info are entitled to free telephone
support as outlined below in Standard Technical Support.
Priority Technical Support
Priority Support packages are available for sale to registered users of
Seagate Info. This service gives customers:
● A full year of unlimited toll-free access to Technical Support,
● Priority call handling, and
● Extended calling hours.
Please call (604) 681-3435 or (800) 877-2340 for more information.
Standard Technical Support
Registered users of Seagate Info are entitled to free telephone support
(subject to availability) for 60 days from the time of purchase. Telephone
support is available from 8 a.m. to 4 p.m., P.S.T., Monday through Friday.
If you are calling from outside the Vancouver, B.C. area, long distance
charges apply.
Before you call technical support, make sure you do the following:
● check the appropriate manual,
● check the online help system, and
● check the Internet (www.seagatesoftware.com).
332 Seagate Info Desktop User’s Guide

Please have the
following
information
available:
Knowledge Link
1. Serial number.
● If you are registered, you can find the serial number by choosing
the ABOUT SEAGATE INFO command on the Help Menu.
● If you are not registered, you will need to register first to obtain
your serial number.
2. Product name and version number.
3. Operating system you are using (i.e., Windows 95, Windows 98,
Windows NT, or Windows 3.1) and whether you are using a 16-bit or
32-bit version of Seagate Info.
4. Version of database and other software you are using with Seagate
Info (if required) - Btrieve, Sybase, Paradox, etc.
5. Technical Support Request form from the product.
6. Network information, if you are on a network.
7. Contents of AUTOEXEC.BAT and CONFIG.SYS files.
8. A list of steps necessary to recreate the problem.
9. The database type you are using.
10. The programming environment (if applicable).
NOTE: Product support plans vary from region to region. Contact your
local distributor for a list of product support plans available in your
region. See README.HLP for a list of international distributors.
Telephone Number (604) 669-8379
Access the same information Seagate Software’s Technical Support
Agents use. Knowledge Link is a locally stored knowledge base that is
updated every two weeks via e-mail. Contact Sales for more information.
333

Product registration
Product return policy
When using Seagate Info for the first time, a dialog box will appear that
asks for your name, address, and related information. Then the program
will suggest that you register the program to receive your product Serial
Number from Seagate Software. The program will ask for the Serial
Number the next time you run the Info Administrator. When you enter
the Serial Number, you have completed the registration process. You can
register the program using four different methods:
1. If you have access to the Internet, fill out the Product Registration
form on the Seagate Software web site at:
www.seagatesoftware.com/register/
2. You can also go directly to the Registration form by choosing the
PRODUCT REGISTRATION command from the Help|Seagate Software
on the Web Menu. The procedure will immediately transmit a
registration number back to you so you can enter it into the product.
3. Print the Registration Form and then fax it to the Seagate Software
ofiice nearest you. Seagate will then fax back to you a registration
number that can be entered into the product the next time it asks for it.
4. Fill out the enclosed Registration Form and mail it to Seagate
Software. Seagate will mail a registration number back to you so you
can enter it into the product.
Registering the program will ensure that you are kept up to date with all
product advancements, and it will allow Seagate to provide quality
technical support to people that are properly registered with Seagate
Software.
Registration FAX Numbers
USA/Canada (604) 681-5147
United Kingdom +44 (0) 181 231 0649
Australia +6 2 9955 7682
Hong Kong +852 2893 2727
Singapore +65 777 8786
If you are not satisfied with Seagate Info for any reason, you can return it
to the original place of purchase for a refund within 30 days of the
purchase date.
334 Seagate Info Desktop User’s Guide

Product replacement policy
If Seagate Info diskettes or documentation are defective, then please
contact Seagate Software, Inc. within 30 days of the purchase date. Fax the
description of the problem and Seagate Software will solve it as quickly
as possible. Please fax the description of the defect to (604) 681-2934.
NOTE: Replacement policies vary from region to region. Contact your
local distributor for a list of replacement policies available in your region.
See README.HLP for a list of international distributors.
335

336 Seagate Info Desktop User’s Guide

B Seagate Software International
Office Directory
What you will find in this chapter...
North/South American Head Office, Page 338
USA and Latin America, Page 339
Asia/Pacific Offices, Page 339
Europe/Middle East/Africa Offices, Page 341
France – Southern European Head Office, Page 346
South Africa Regional Office (Southern & Central Africa), Page 348
Middle East Regional Office (ME & Northern Africa), Page 349
337

North/South American Head Office
Canada
Seagate Software, Inc.
840 Cambie Street
Vancouver, BC V6B 4J2
Canada
Sales
Telephone: 604-681-3435
Toll-Free: 1-800-877-2340
Fax: 604-681-2934
E-Mail: sales@img.seagatesoftware.com
Product Support
Phone: 604-669-8379
Fax: 604-681-7163
E-Mail: support@webacd.seagatesoftware.com
(Available in English only)
Web browser: http://webacd.Seagatesoftware.com
(Available in English only)
Mailing Address: Please refer to the address of the Seagate Software
office nearest you.
Product Registration
Seagate Crystal Info Web Registration:
http://www.seagatesoftware.com/crystalinfo/register
Seagate Crystal Reports Web Registration:
http://www.seagatesoftware.com/crystalreports/register
Fax: 604-681-5147
Mailing Address: Please see addresses listed on the registration card
included in your package.
338 Seagate Info Desktop User’s Guide

USA and Latin America
Asia/Pacific Offices
Australia
Seagate Software, Inc.
Suite 270 – 510 Thornall Street
Edison, NJ 08837
USA
Sales
Telephone: 732-321-6500
Fax: 732-321-6504
Product Support
Please see the Product Support section listed under Canada.
Product Registration
Please see the Product Registration section listed under Canada.
Seagate Software Pty Ltd
Level 9, 52 Alfred Street
Milsons Point
Sydney, NSW 2061
Australia
Sales
Telephone: +61 2 9955 4088
Sales: +1-800-647-006
Fax: +61 2 9955 7682
Product Support
Please see the Product Support section listed under Canada.
Product Registration
Fax: +61 2 9955 7692
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Canada.
339

Hong Kong
Japan
Seagate Software (HK)
20/F 83 Wanchai Road
Wanchai
Hong Kong
Sales
Telephone: +852 2575 2576
Fax: +852 2893 2727
Product Support
Please see the Product Support section listed under Canada.
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Canada.
Seagate Software KK
Bridgestone Bldg. 2F
2-13-12 Hirakawa-cho,
Chiyoda-Ku,
Tokyo 102-0093
Sales
Telephone: +81.3. 5226. 3601
Fax: +81. 3 .5226 .3606
E-Mail: sales_jp@img.seagatesoftware.com
Product Support
Fax support: +81.3.5226.3605
Support E-Mail: support_jp@img.seagatesoftware.com
Product Registration
Fax Registration: +81.3.5226.3605
340 Seagate Info Desktop User’s Guide

Singapore
Seagate Crystal Info Web Registration:
http://www.seagatesoftware.com/crystalinfo/register
Seagate Crystal Reports Web Registration:
http://www.seagatesoftware.com/crystalreports/register
Seagate Software
14 Science Park Drive
03-02 The Maxwell
Singapore Science Park
Singapore 118226
Sales
Telephone: +65 777 0533
Fax: +65 777 8786
Product Support
Please see the Product Support section listed under Canada.
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Canada.
Europe/Middle East/Africa Offices
United Kingdom - EMEA and Northern European Head Office
Seagate Software
The Broadwalk
54 The Broadway
Ealing, London
W5 5JN
UK
Sales
Telephone: +44 (0) 181 566 2330
Fax: +44 (0) 181 231 0600
341

Scotland
Product Support
Country Telephone Language
UK +44 (0) 181 231 0638 English
Austria + 43 (0) 1 79 5672 85 German
Switzerland + 41 (0) 1 800 9134 German
Switzerland + 41 (0) 1 800 9130 French
Belgium + 32 (0) 2 713 12 35 French
Netherlands + 31 (0) 20 346 9201 English
Ireland + 353 (0) 1 407 30 30 English
Sweden + 46 (0) 85 87 711 45 English
Fax: +44 (0) 181 231 0600 (English, German, French)
E-Mail: support@webacd.seagatesoftware.com (Available in English
only).
Web browser: http://webacd.Seagatesoftware.com (Available in English
only).
Product Registration
Fax: + 44 (0) 181 231 0649
Seagate Crystal Info Web Registration:
http://www.seagatesoftware.com/crystalinfo/register
Seagate Crystal Reports Web Registration:
http://www.seagatesoftware.com/crystalreports/register
Mailing Address: Please see addresses listed on the registration card
included in your package.
Seagate Software
Ascada House
Garbett Road
Kirkton Campus
Livingston, West Lothian
EH54 7DL
Scotland
342 Seagate Info Desktop User’s Guide

Sweden
Sales
Telephone: +44 (0) 1506 410444
Fax: +44 (0) 1506 414994
Product Support
Please see the Product Support section listed under Northern European
Head Office.
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Northern Europe.
Seagate Software
Kanalvagen 10C
194 61 Upplands Vasby
Sweden
Sales
Telephone: +46 8 590 04150
Fax: +46 8 590 04110
Product Support
Mailing Address: please see addresses listed on the registration card
included in your package.
Product Registration
Please see the Product Registration section listed under Northern
European Head Office.
On-line registrations: please see the product registration section listed
under Northern Europe.
343

Netherlands
Seagate Software
Hojel City Center
Gebouw D, 4e etage
Graadt can Roggenweg 328
Postbox 19127
3501 DC Utrecht
The Netherlands
Sales
Telephone: +31 30 298 2124
Fax: +31 30 298 2125
Product Support
Please see the Product Support section listed under Northern European
Head Office
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Northern Europe.
Germany – Central European Head Office
Seagate Software GmbH
2nd Floor
Frankfurter Strasse 21-25
D-65760 Eschborn
Germany
Sales
Telephone: +49 (0) 6196 9559 0
Fax: +49 (0) 6196 9559 10
344 Seagate Info Desktop User’s Guide

Switzerland
Product Support
Telephone: +49 (0) 699 509 6180
E-Mail: support@webacd.seagatesoftware.com (Available in English only)
Web browser: http://webacd.Seagatesoftware.com (Available in English
only)
Product Registration
Fax: +49 (0) 6995 09 6182
Seagate Crystal Info Web Registration:
http://www.seagatesoftware.com/crystalinfo/register
Seagate Crystal Reports Web Registration:
http://www.seagatesoftware.com/crystalreports/register
Mailing Address: Please refer to the addresses listed on the registration
card included in your package.
Seagate Software GmbH
World Trade Center
PO Box 112
Leutschenbachstrasse 95
CH-8050 Zurich
Switzerland
Sales
Telephone: +41 1 308 3922
Fax: +41 1 308 3500
Product Support
Please see the Product Support section listed under Central European
Head Office.
Product Registration
Fax: +49 (0) 6995 09 6182
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Central Europe.
345

France – Southern European Head Office
Seagate Software
62 bis, avenue Andre Morizet
F-92643 Boulogne Billancourt
Cedex
France
Sales
Telephone: +33 (0) 1 41 10 1600
Fax: +33 (0) 1 46 04 7419
Product Support
Telephone: +33 (0) 141 918630
Fax +44 (0) 181 231 0600
E-Mail: support@webacd.seagatesoftware.com
(Available in English only)
Web browser: http://webacd.Seagatesoftware.com
(Available in English only)
Product Registration
Fax: ++ 33 (0) 1 41 91 86 27
Seagate Crystal Info Web Registration:
http://www.seagatesoftware.com/crystalinfo/register
Seagate Crystal Reports Web Registration:
http://www.seagatesoftware.com/crystalreports/register
Mailing Address: Please refer to the addresses listed on the registration
card included in your package.
346 Seagate Info Desktop User’s Guide

Spain
Italy
Seagate Software
Paseo de la Castellana 93 -4a
28046, Madrid
Spain
Sales
Telephone: +341 555 5198
Fax: +341 555 9957
Product Support
Please see the Product Support section listed under Southern European
Head Office.
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Southern Europe.
Seagate Software S.r.l.
Via Conservatorio 22
Milan 20122
Italy
Sales
Telephone: +39 02 7729 310
Fax: +39 02 7729 40
Product Support
Please see the Product Support section listed under Southern European
Head Office.
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Southern Europe.
347

South Africa Regional Office (Southern & Central
Africa)
Seagate Software IMG Ltd
Lower Ground Floor
Block F, Pin Mill Farm
164 Katherine Street
Sandton
PO Box 786050
Sandton, 2146
Republic of South Africa
Sales
Telephone: +27 11 448 2080
Fax: +27 11 448 1960
Product Support
Run Locally in Johannesburg.
Telephone: +27 11 448 2080
Fax: +27 11 448 1960. Contact: Ross Harrison
E-Mail: rossh@seagatesa.co.za
E-Mail: support@webacd.seagatesoftware.com
(Available in English only)
Web browser: http://webacd.Seagatesoftware.com
(Available in English only)
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Northern Europe.
348 Seagate Info Desktop User’s Guide

Middle East Regional Office (ME & Northern Africa)
Seagate Software
PO Box 8687
Dubai
United Arab Emirates
Sales
Telephone: +971 4 523888
Fax: +971 4 519056
Product Support
Run Locally in Dubai.
Telephone: +971 4 523888 Contact : Katia Boueiri
Fax: +971 4 519056 Contact : Katia Boueiri
E-Mail: kboueiri@img.seagatesoftware.com
E-Mail: support@webacd.seagatesoftware.com
(Available in English only)
Web browser: http://webacd.Seagatesoftware.com
(Available in English only)
Product Registration
Mailing Address: please see addresses listed on the registration card
included in your package.
On-line registrations: please see the product registration section listed
under Northern Europe.
349

350 Seagate Info Desktop User’s Guide

I N D E X
Symbols
% of Column Total command (View
Menu) .................................... 106
% of Row Total command (View
Menu) .................................... 106
% of Slice Total command (View
Menu) .................................... 106
A
About Seagate Info command (Help
Menu) .................................... 108
ActiveX
Info Viewer for ................... 317
adding
an Info APS/APS Cluster ...... 16
folder/subfolder to the Info
Desktop ................................ 23
Info APS/APS Cluster ........... 16
instances to offline stores .... 19
new chart titles and labels 178
pick list to the Set Prompting
Values dialog box ............ 326
programs to a folder ............ 29
query to a folder ................... 28
report packages .................... 31
reports to a folder ................. 27
value to data using
calculations ....................... 138
address
web site ............................... 330
advanced attributes
setting ................................... 158
altering a sort
between ascending and
descending ........................ 187
application
registering ............................ 334
APS Cluster
adding .................................... 16
connecting to ........................ 15
deleting .................................. 17
disconnecting from .............. 16
Archival feature for instances ...... 4
archived instances
retrieving ...................... 81, 300
Arrange Chart command (Window
Menu) .................................... 108
ascending sort order
altering or removing .......... 187
Attribute Editor
Color tab .............................. 164
Font Tab .............................. 163
Number tab ......................... 162
options ................................. 161
Attribute Editor (Java) ................ 237
attributes
color, number and font ..... 158
default ................................. 143
defining a new condition . 150
deleting a condition .......... 152
editing for columns and
rows ................................... 160
managing conditions ......... 152
overview on setting ........... 143
setting advanced ................ 158
setting color for specific
columns or rows .............. 149
setting color for whole
Worksheet ......................... 148
setting on paged fields ...... 146
using to format the
display ............................... 143
attributes (Java) .......................... 235
default ................................. 236
defining a new range ........ 243
deleting a range ................. 244
for specific columns or
rows ................................... 241
for whole Worksheet ......... 240
managing ranges ................ 245
overview ............................. 236
ranges .................................. 238
axes
customizing chart .............. 174
B
bars
Menu ........................................ 8
business example ........................ 93
business example (Java) ........... 209
C
Calculation command (Edit
Menu) .................................... 105
calculations ................................ 138
adding ................................. 138
deleting ............................... 142
editing ................................. 142
calendar
scheduling reports with ...... 69
cells and cell values ................... 99
changing
available paged fields ....... 137
column attributes ............... 160
folder security settings ........ 24
Info Worksheet ................... 128
Info Worksheet column
dimensions ........................ 128
Info Worksheet row
dimensions ........................ 128
paged dimension fields ..... 136
printing settings on Info
Worksheet ......................... 203
row attributes ...................... 160
the look of the Info Worksheet
for Java display ................. 223
the range of chart axes ...... 174
Channel Tab (Report Properties
dialog box) .............................. 45
Chart command
Format Menu ...................... 106
View Menu .......................... 106
chart legends
customizing ......................... 270
chart templates
creating ................................ 172
loading ................................. 173
charting function
on Info Worksheet ................. 5
Charting Menu commands
(Java) ...................................... 220
Show Chart/Hide Chart ..... 220
charts ........................................... 164
adding new titles and
labels .................................. 178
customizing axes ................ 174
customizing titles and
labels .................................. 177
customizing with Seagate
Charts ................................. 180
displaying different types .. 169
drilling up and down ......... 181
hiding tick labels ................ 175
managing templates ........... 172
positioning ........................... 169
setting a new default style 171
setting to default style ........ 171
showing in a different area of
the display ......................... 169
charts (Java) ................................ 249
adding titles ......................... 255
customizing chart axes ...... 258
customizing pie charts ...... 267
customizing the grid lines . 264
customizing the ticks ......... 264
displaying values on
charts .................................. 266
graduated fill colors ........... 257
positioning ........................... 253
selecting different types ..... 254
child fields
displaying different Info
Worksheet ......................... 125
Collapse All Hierarchies command
(View Menu) ......................... 106
Color Tab (Attribute Editor) ...... 164
Index-1

color-coding
figures (Java) ....................... 247
column dimension ...................... 99
changing ............................. 128
changing (Java) ................... 226
field names ......................... 115
column totals .................................. 5
displaying Info
Worksheet ......................... 120
Column Totals command (View
Menu) .................................... 106
column widths
setting default ..................... 115
columns
excluding for a field .......... 191
excluding for a field
(Java) .................................. 277
resizing ................................ 114
resizing (Java) ..................... 223
showing totals .................... 119
using calculationd to add
new .................................... 138
commands
Data Menu .......................... 107
Edit Menu ....................... 9, 105
File Menu ........................ 9, 104
Format Menu ...................... 106
Help Menu ..................... 9, 108
Menu ................................... 104
Open (File Menu/Java) ...... 219
Options (Edit Menu/Java) . 220
Print (File Menu/Java) ........ 219
Remove All Excludes (Filter
Menu/Java) ........................ 220
Remove All Sorts (Filter Menu/
Java) ................................... 220
Save View
(File Menu/Java) ............... 219
Save View As
(File Menu/Java) ............... 219
Select All
(Edit Menu/Java) ............... 219
Show Chart/Hide Chart
(Charting Menu/Java) ...... 220
Tools Menu ..................... 9, 107
View Filters
(Filter Menu/Java) ............. 220
View Menu ..................... 9, 105
Window Menu ................... 108
commands (Java)
Charting Menu ................... 220
Edit Menu ........................... 219
File menu ............................ 219
Filter Menu ......................... 220
Conditional Attributes command
(Format Menu) ..................... 106
Index-2
conditions
defining new ....................... 150
deleting ................................ 152
configuring
Desktop for multiple Info APS
connections ....................... 312
connecting to
Info APS/APS Cluster ........... 15
connection
establishing Info Channel . 306
Contents command (Help
Menu) ..................................... 108
Copy command (Edit Menu) .... 105
Copy Special command (Edit
Menu) ..................................... 105
creating
an offline store ...................... 17
chart templates ................... 172
open cubes ............................ 34
prompting variable pick
lists ...................................... 324
reports .................................. 207
reports with Info
Worksheet ............................. 5
Table of Contents report ..... 33
cubes ............................................. 99
cube files ............................... 40
importing from other
computers ............................ 36
importing from Seagate
Holos .................................... 39
importing ones produced in
Seagate Holos ..................... 39
cursors
movement ........................... 127
customizing
chart axes ............................ 174
chart axes, changing the
range .................................. 174
chart legends ....................... 270
chart titles and labels ......... 177
WebAccess desktop ........... 302
customizing chart titles and labels
showing very long field
names ................................. 177
D
data
exporting from Info
Worksheet ......................... 199
pasting into other
applications ....................... 201
printing ................................ 203
saving to a spreadsheet
file ....................................... 199
showing in a chart ............. 167
showing in a chart (Java) .. 251
using calculations to add value
to ........................................ 138
Data Menu commands ............. 107
Exclude ................................ 107
Show Top/Bottom .............. 107
Sort ....................................... 107
database connectivity
testing before processing .... 84
DB Tested status message .......... 13
default attributes ........................ 143
default column widths
setting .................................. 115
Delete Attributes command (Format
Menu) .................................... 107
deleting
calculations ........................ 142
Info APS/APS Clusters ......... 17
instances ............................... 79
ranges (Java) ........................ 244
report instances
(WebAccess) ..................... 299
dependencies
scheduling an object with .. 71
setting object ........................ 70
descending sort order
altering or removing .......... 187
descriptions .................................. 99
desktop
establishing a connection to
WebAccess ....................... 288
destination
specifying output ................. 56
dialog boxes
Exclude Filter ...................... 193
Format Chart ............................ 5
Local Exclude ..................... 193
Report Properties ................. 44
Scheduling ............................ 50
differences
Info Desktop/WebAccess
desktop .............................. 282
dimension buttons
showing/hiding ................... 225
dimension fields
showing all ......................... 137
dimension names
showing or hiding tooltips 116
dimensions ................................... 99
changing Info Worksheet
column .............................. 128
changing Info Worksheet
row ..................................... 128
excluding fields .................. 190
multiple column

and row .............................. 100
sorting .................................. 185
sorting (Java) ....................... 273
disconnecting from
an Info APS/APS Cluster ...... 16
display
changing Info Worksheet for
Java ..................................... 223
coloring Info Worksheet
cells .................................... 148
hiding fields in .................... 138
showing or hiding the grid 118
showing top/bottom
values ................................. 194
showing top/bottom values for
a field ................................. 195
showing top/bottom values
using Pareto analysis ....... 197
sorting fields in ................... 182
symbols ................................ 103
using an exclude filter to hide
fields ................................... 188
using attributes to format .. 143
display (Java)
coloring cells ...................... 240
cursors ................................. 226
excluding fields from ......... 276
resetting ............................... 213
showing or hiding dimension
buttons ............................... 225
sorting fields in ................... 271
symbols ................................ 218
using an exclude filter ....... 276
display fields
excluding from Info
Worksheet ......................... 188
performing multi-level
sorts .................................... 183
sorting Info Worksheet ...... 182
displaying
all fields in a dimension .... 137
cursors ................................. 127
different charts on Info
Worksheet ......................... 169
different child fields on Info
Worksheet ......................... 125
different parent field .......... 124
different top-level totals
field .................................... 122
multiple rows or
columns ............................. 129
or hiding tooltips ................ 116
row and column totals ...... 120
totals as percentages .......... 120
values as percentages of the
slice total ........................... 121
drill arrows ................................. 101
drill-down .................................. 101
in the Info Worksheet ....... 100
in the Info Worksheet for
Java .................................... 215
Java ...................................... 215
E
Edit Menu commands .......... 9, 105
Calculation ......................... 105
Copy .................................... 105
Copy Special ...................... 105
Select All ............................. 105
Edit Menu commands (Java) .... 219
Options ............................... 220
Select All ............................. 219
editing
a global exclude ................ 193
calculations ........................ 142
excludes .............................. 193
top/bottom filters ............... 199
editors
Attribute .............................. 161
e-mail
technical support ............... 331
establishing
a connection to the Info
Channel ............................. 306
Event Log
notification of object success/
failure ................................... 68
events
scheduling object dependent
on ......................................... 76
triggering ............................... 74
Excel
exporting data to ....... 199, 201
exclude (Java) ............................ 276
columns/rows for a field ... 277
editing ................................. 279
on a field ............................. 277
removing ............................. 279
symbol ................................. 219
Exclude command (Data
Menu) .................................... 107
Exclude Filter dialog box ......... 193
excludes
editing ................................. 193
editing global ..................... 193
global and local ................. 188
on inner dimensions ......... 189
removing ............................. 193
restrictions for .................... 189
excludes, global
removing ............................. 194
excluding
columns/rows for a field ... 191
fields from a dimension ..... 190
Exit command (File Menu) ....... 105
exludes, symbol for ................... 188
Expert
Open Cube ............................ 34
Export to Excel/Lotus command
(File Menu) ............................ 105
exporting
data from the Info
Worksheet ......................... 199
F
Failed status message .................. 13
failure notification
sending .................................. 66
fax
support ................................. 331
features
new Seagate Info .................... 3
field hierarchies
special selections ............... 133
field information
how to show or hide .......... 118
field names
customizing ......................... 177
showing or hiding extra
tooltips ............................... 116
Field Selector .............................. 130
searching for fields ............. 133
toolbar .................................. 131
using to select paged
fields .......................... 136, 234
using to show/hide
fields ................................... 134
Field Selector (Java) ................... 229
hiding/showing fields ........ 232
searching for fields ............. 232
single .................................... 230
toolbar .................................. 230
Field Selector buttons
how to show or hide .......... 117
Field Selector toolbar
Collapse/Expand
hierarchies ......................... 131
Display modes .................... 132
Field display ........................ 132
modifying selections .......... 132
fields .............................................. 99
changing available paged . 137
changing paged
dimension .......................... 136
displaying top/bottom
values ................................. 195
Index-3

hiding in display ................ 138
hiding using an exclude ... 188
selecting display ................ 229
selecting for
display ...................... 130, 229
setting attributes on paged 146
showing all in a
dimension ......................... 137
showing or hiding quickly 137
sorting .................................. 186
sorting display .................... 182
using Field Selector to
display ............................... 134
fields (Java)
changing paged
dimension ......................... 234
excluding from the
display ............................... 276
hiding or showing .............. 232
hiding using an exclude ... 276
sorting ......................... 271, 274
File Menu commands ........... 9, 104
Exit ....................................... 105
Export to Excel/Lotus ......... 105
Open ................................... 104
Print ..................................... 105
Print Setup .......................... 105
Save View ........................... 104
Save View As ...................... 104
File menu commands (Java) .... 219
Open ................................... 219
Print ..................................... 219
Save View ........................... 219
Save View As ...................... 219
Filter Menu commands (Java) . 220
Remove All Excludes ........ 220
Remove All Sorts ............... 220
View Filters ......................... 220
filters
editing top/bottom ............. 199
removing top/bottom ........ 199
setting restrictions for top/
bottom ............................... 194
folder properties
modifying .............................. 26
Folder Tree list box ............. 11, 287
Folder Tree Panel
(WebAccess) ......................... 284
folders
adding a program to ............ 29
adding a query to ................ 28
adding a report to ................ 27
adding to Desktop ............... 23
changing security settings
for ......................................... 24
modifying properties ........... 26
Index-4
overview ................................ 22
Private .................................... 22
Public ..................................... 22
tutorials .................................. 23
Font Tab (Attribute Editor) ........ 163
Format Chart dialog box ............... 5
Format Menu commands ......... 106
Chart ..................................... 106
Conditional Attributes ....... 106
Delete Attributes ................ 107
formatting
removing a sort ................... 187
the display using
attributes ............................ 143
formulas
modifying selection ............. 83
G
General Tab (Report Properties
dialog box) .............................. 44
Generate Report command (Tools
Menu) ..................................... 108
getting to know the Info Desktop
tutorials .................................. 15
Global and Local excludes ...... 188
global exclude ........................... 188
editing .................................. 193
performing ........................... 192
grid
showing or hiding .............. 118
showing/hiding Info
Worksheet ......................... 118
H
Hands-On tutorials
Folders ................................... 23
Getting to know the Info
Desktop ................................ 15
Info Channel ....................... 306
Object Properties ................. 43
Objects .................................. 27
Offline Desktop .................... 17
Prompting Variable Pick
Lists ..................................... 324
Scheduling ............................ 54
The Info Desktop for
Outlook .............................. 310
WebAccess Desktops ........ 288
Help Menu commands ........ 9, 108
About Seagate Info ............. 108
Contents ............................... 108
How to Use Help ............... 108
Search for Help on ............. 108
hiding
dimension buttons ............. 225
field information ................ 118
Field Selector buttons ........ 117
fields (Java) .......................... 232
fields in display .................. 138
fields quickly ...................... 137
fields using exclude
filter .................................... 188
fields with Field Selector .. 134
tick labels on charts ........... 175
tooltips ................................. 116
hierarchy .................................... 100
collapsing ............................ 101
collapsing all ...................... 102
highlighting
on Info Worksheet .................. 5
Highlighting Expert ................... 144
holding
scheduled instances .......... 297
How to add a calculation ........ 138
How to add a folder/subfolder to
the Info Desktop .................... 23
How to add a pick list to the Set
Prompting Values dialog
box ......................................... 326
How to add a program to a
folder ....................................... 29
How to add a query to a
folder ....................................... 28
How to add a report
package ................................... 31
How to add a report to a
folder ....................................... 27
How to add an instance to an offline
store ......................................... 19
How to add/delete an Info APS/APS
Cluster from those currently
available .................................. 16
How to alter or remove a sort . 187
How to change the paged
dimension fields ................... 136
How to change the paged
dimension fields (Java) ........ 234
How to change the password (Info
Desktop for Java) ................. 301
How to choose a specific Info
Server for processing ............. 62
How to choose Info Server classes/
groups for processing ............ 63
How to color the whole Java
Worksheet display ............... 240
How to configure the Desktop for
multiple Info APS
connections .......................... 312
How to connect to an Info APS/APS
Cluster ..................................... 15
How to create a prompting variable

pick list .................................. 324
How to create a report ............. 207
How to create a Table of Contents
report ....................................... 33
How to create an offline store ... 17
How to create an Open Cube ... 34
How to customize chart titles and
labels ...................................... 177
How to customize pie charts
(Java) ...................................... 267
How to customize the chart
axes ........................................ 174
How to customize the chart axes
(Java) ...................................... 258
How to customize the chart grid
lines and ticks (Java) ............ 264
How to customize the chart titles
and labels (Java) ................... 255
How to customize the WebAccess
desktop .................................. 302
How to define a new
condition ............................... 150
How to define a new range
(Java) ...................................... 243
How to delete a calculation .... 142
How to delete a condition ....... 152
How to delete a range (Java) ... 244
How to delete a report instance
(WebAccess) ......................... 299
How to delete an instance ......... 79
How to disconnect from an Info
APS/APS Cluster ..................... 16
How to display a different type of
chart ....................................... 169
How to display a different type of
chart (Java) ............................ 254
How to display data values on
charts (Java) ........................... 266
How to display top/bottom values
for a field ............................... 195
How to display top/bottom values
using Pareto analysis ........... 197
How to drill up and down
hierarchies in a chart ........... 181
How to edit a calculation ........ 142
How to edit or remove an
exclude .................................. 193
How to edit or remove an exclude
(Java) ...................................... 279
How to edit or remove top/bottom
filters ...................................... 199
How to establish a connection to
the Info Channel .................. 306
How to establish a connection to
the WebAccess desktop ...... 288
How to exclude columns/rows for a
field ........................................ 191
How to exclude columns/rows for a
field (Java) ............................. 277
How to exclude fields from a
dimension ............................. 190
How to format specific columns or
rows (Java) ............................ 241
How to fully customize a chart
using Seagate Charts ........... 180
How to hide or show fields ..... 134
How to hide or show fields
(Java) ...................................... 232
How to hold a scheduled
instance ........................... 77, 297
How to import cubes from other
computers ............................... 36
How to import cubes produced in
Seagate Holos ........................ 39
How to manage chart
templates ............................... 172
How to manage two conditions that
reference the same
cells ....................................... 152
How to manage two ranges which
reference the same cells
(Java) ...................................... 245
How to modify a prompting
variable ................................... 82
How to modify a selection
formula .................................... 83
How to modify folder
properties ................................ 26
How to modify object
properties ................................ 43
How to navigate the Info Desktop
for Outlook ........................... 313
How to notify the Event Log if an
object succeeds/fails ............. 68
How to open a different
view .............................. 113, 222
How to open the Info
Worksheet ............................ 112
How to open the Info Worksheet for
Java ........................................ 221
How to paste Info Worksheet data
into other applications ........ 201
How to print from the Info
Worksheet ............................ 203
How to print from the Info
Worksheet for Java .............. 279
How to print the Worksheet
data ........................................ 279
How to push a report to an Info
Channel ................................... 85
How to push all instances of a
report to an Info Channel ... 310
How to release an on hold
instance ................................... 78
How to remove a public/private
folder from the Info
Desktop ................................... 25
How to remove an object from the
Info Desktop ........................... 43
How to remove or alter a sort
(Java) ...................................... 275
How to re-orient the Info
Worksheet ............................. 128
How to re-orient the Info Worksheet
for Java ................................... 226
How to resize columns ............. 114
How to resize columns
(Java) ...................................... 223
How to retrieve archived
instances ......................... 81, 300
How to run a Holos application
from the Info Desktop ........... 41
How to save a view of the Info
Worksheet ............................. 112
How to save a view of the Info
Worksheet for Java ............... 222
How to save Info Worksheet data to
a spreadsheet file ................. 199
How to schedule a report generated
from a text file ........................ 69
How to schedule a report
package ................................... 88
How to schedule an object
dependent on an event being
set ............................................. 76
How to schedule an object for
immediate processing ........... 54
How to schedule an object for
immediate processing
(WebAccess) ......................... 291
How to schedule an object for
recurring processing .............. 60
How to schedule an object for
recurring processing
(WebAccess) ......................... 293
How to schedule an object to
process at a specific
date/time .................................. 57
How to schedule an object to
process at a specific date/time
(WebAccess) ......................... 292
How to schedule reports using a
calendar ................................... 69
How to select different window
styles (Java) ............................ 224
How to send notification that an
object has succeeded/
failed ........................................ 66
Index-5

How to set a chart back to the
default style .......................... 171
How to set a new default style 171
How to set color attributes for
specific columns or rows ... 149
How to set color attributes for the
whole Worksheet ................ 148
How to set instance limits ....... 299
How to set object
dependencies ......................... 70
How to set object limits ............. 80
How to set scheduling restrictions
for an object ........................... 64
How to set the printing options and
print the data ........................ 203
How to set up the Info Desktop for
Outlook ................................. 311
How to set up the Info Outlook
Server .................................... 310
How to set up the printer or choose
another printer ..................... 203
How to set/change security settings
for a folder .............................. 24
How to show a chart in a different
area of the display ............... 169
How to show best and worst
performers ............................ 156
How to show best and worst
performers (Java) .................. 247
How to show data in a chart ... 167
How to show data in a chart
(Java) ...................................... 251
How to show or hide dimension
buttons (Java) ........................ 225
How to show or hide extra
tooltips .................................. 116
How to show or hide field
information ........................... 118
How to show or hide Field Selector
buttons .................................. 117
How to show or hide fields
quickly .................................. 137
How to show or hide the Info
Worksheet grid .................... 118
How to show row and column
totals ...................................... 119
How to show your chart in a
different area of the display
(Java) ...................................... 253
How to sort on a dimension .... 185
How to sort on a dimension
(Java) ...................................... 273
How to sort on a field .............. 186
How to sort on a field (Java) .... 274
How to specify an exclude for all
Worksheet views ................. 192
Index-6
How to specify an output
destination ............................... 56
How to specify an output format for
an object .................................. 55
How to specify an output format for
an object
(WebAccess) ................ 294, 295
How to start the Info Worksheet for
Java ......................................... 208
How to stop a scheduled
instance ................................... 79
How to stop a scheduled object
(WebAccess) ......................... 298
How to test database connectivity
before processing ................... 84
How to trigger an event to be set/
reset .......................................... 74
How to use advanced number, font
and color attributes .............. 158
How to use graduated fill colors
(Java) ...................................... 257
How to Use Help (Help Menu
commands) ........................... 108
How to use the prompting variable
pick list .................................. 328
How to view a report package
instance ................................... 89
How to view an object ............. 296
How to view the output from a
report/query ............................ 87
How to view the properties of an
instance (WebAccess) ......... 301
HTML
Info Desktop ....................... 283
Info Desktop for ......... 289, 296
Info Desktops ...................... 282
Info Viewer for .................... 319
I
icon bar (WebAccess) ............... 284
importing
cubes from other
computers ............................ 36
cubes produced in Seagate
Holos .................................... 39
importing cubes
Cube File ............................... 37
from Seagate Holos .............. 39
FTP Login ............................... 38
Info Analyzer (Info Desktop) .... 320
Info APS
adding .................................... 16
connecting to ........................ 15
deleting .................................. 17
disconnecting from .............. 16
Info APS connections
configuring Desktop for
multiple ............................. 312
Info APS/APS Cluster
adding .................................... 16
connecting to ....................... 15
deleting .................................. 17
disconnecting from .............. 16
Folder Tree ............................ 11
Info Channel
establishing a connection
to ........................................ 306
how to push report instances
to ........................................ 310
overview ............................. 288
pushing a report to .............. 85
tutorials ................................ 306
Info Desktop
adding a folder/subfolder
to .......................................... 23
deleting an instance from ... 79
Folder Tree ............................ 11
for HTML ................... 282, 283,
.................................... 289, 296
importing cubes ................... 36
Job Information list box ...... 12
main screen ............................. 8
Menu Bar ................................. 8
modifying folder
properties ............................ 26
Offline ................................... 14
overview .................................. 2
removing a public folder
from ...................................... 25
removing an object from .... 43
running Holos ...................... 41
setting instance limits ........ 299
setting object limits ............. 80
shortcut menus ..................... 14
toolbar ................................... 10
using a calendar to schedule
reports .................................. 69
Info Desktop for Java ...... 283, 286,
290, 297, 304
changing passwords .......... 301
Job Information list box .... 287
toolbar ................................. 286
Info Desktop for Outlook ..... 5, 288
navigating ........................... 313
setting up ............................. 311
tutorials ................................ 310
Info Desktop/WebAccess desktop
differences ............................ 282
Info Outlook Server
setting up ............................. 310
Info Server

specifying .............................. 62
Info Server classes
choosing for processing ...... 63
Info Server groups
choosing for processing ...... 63
Info Tab
Schedule dialog box ............ 50
using to specify output
destination ........................... 56
Info Viewer
for ActiveX (WebAccess) .. 317
for HTML (WebAccess) ..... 319
for Java (WebAccess) ......... 318
Info Desktop ....................... 321
Info Viewers ............................... 315
overview .............................. 316
Info Worksheet .............................. 5
adding value to data using
calculations ....................... 138
changing the print settings 203
charting function .................... 5
creating reports ................... 207
default attributes ................. 143
displaying different child
fields ................................... 125
displaying different parent
field .................................... 124
displaying different top-level
totals field .......................... 122
displaying multiple rows or
columns ............................. 129
displaying top/bottom
values ................................. 194
displaying totals as
percentages ....................... 120
displaying values as
percentages of the slice
total .................................... 121
excluding fields from a
dimension .......................... 190
excluding fields from the
display ................................ 188
exporting data from ........... 199
general appearance of ......... 98
how to display the row and
column totals .................... 120
how to re-orient ................. 128
how to show row/column
totals ................................... 119
how to show/hide grid ...... 118
how to start ........................... 92
managing chart
templates ........................... 172
multiple dimensions .......... 100
multiple dimensions
option ................................. 100
opening ......................... 92, 112
overview ............................... 92
performing multi-level
sorts .................................... 183
printing ................................ 203
printing with the current
settings ............................... 203
promotion of sorting fields in
the display ......................... 183
removing a sort .................. 187
removing all specified
sorts .................................... 188
re-orienting ......................... 127
reorienting the display ...... 189
resizing columns ................ 114
restrictions ............................ 99
restrictions for sorting ....... 184
restrictions on excludes .... 189
saving a view ...................... 112
setting attributes on paged
fields .................................. 146
setting default column
width .................................. 115
showing/hiding field
information ....................... 118
showing/hiding Field Selector
buttons ............................... 117
sorting display fields ......... 182
sorting on a dimension ..... 185
sorting on a field ................ 186
special cell values ............. 201
Status bar .............................. 98
terminology .......................... 99
Title Bar ................................. 98
toolbar ................................. 109
using attributes to format
display ............................... 143
using drill-down
function ............................. 100
using highlighting ................... 5
using to create reports ............ 5
using to total rows and
columns .................................. 5
window ................................. 98
working with column
dimension field names .... 115
working with row dimension
field names ....................... 114
Info Worksheet cells
performing the copy and
paste ................................... 202
Info Worksheet for Java ............ 207
column dimension ............ 214
drilling-down ...................... 215
general appearance ........... 213
multiple dimensions .......... 215
opening ................................ 221
overview .............................. 207
printing ................................ 279
re-orienting .......................... 226
resetting the display ........... 213
row dimension .................... 214
saving a view ...................... 222
special cells and cell
values ................................. 214
starting ................................. 208
status bar .............................. 213
terminology ......................... 214
toolbar .................................. 220
window ................................ 213
inner dimension fields
of shortcut menus ............... 111
inner dimensions
of shortcut menus ............... 110
using excludes on .............. 189
instance limits
setting ................................... 299
instance properties
viewing (WebAccess) ........ 301
instances
adding to offline stores ........ 19
archiving .................................. 4
DB Tested status message ... 13
deleting .................................. 79
Failed status message .......... 13
holding scheduled ...... 77, 297
No Response status
message ............................... 13
OnHold status message ....... 13
Processing status message .. 12
Recurring status message .... 13
releasing ................................ 78
retrieving archived ...... 81, 300
Scheduled status message ... 13
Stopped status message ....... 12
stopping scheduled .............. 79
Stopping status message ...... 13
Success status message ....... 13
introduction to
Folders ................................... 22
Info Channel ....................... 288
Info Desktop ............................ 2
Info Desktop for Outlook .. 288
Info Viewers ........................ 316
Info Worksheet ..................... 92
Info Worksheet for Java ..... 207
prompting variable pick
lists ...................................... 324
scheduling ............................. 50
WebAccess Desktops ........ 282
invalid cells .................................. 99
Index-7

J
Java
Info Desktop ....................... 283
Info Desktop for ................ 290,
.................................... 297, 304
Info Viewer for ................... 318
Info Worksheet for ............. 207
the status bar ...................... 213
Job Information list box .............. 12
Job Information list box (Info
Desktop for Java) ................. 287
Job Information Tabs
(WebAccess) ......................... 285
K
Knowledge Link ........................ 333
L
labels
adding new chart ............... 178
customizing chart .............. 177
legends
customizing chart .............. 270
limits
setting instance .................. 299
setting object ........................ 80
Limits Tab (Report Properties dialog
box) .......................................... 47
list box
Folder Tree ......................... 287
Job Information (Info Desktop
for Java) ............................. 287
loading a chart template .......... 173
local exclude ............................. 188
on a dimension .................. 190
on a field ............................. 191
removing ............................. 193
Local Exclude dialog box ........ 193
logon parameters
using LogOn Tab to specify 52
LogOn Tab (Schedule dialog
box) .......................................... 52
Lotus
exporting data to ....... 199, 201
M
main page
folder tree panel ................. 284
Job Information Tabs ......... 285
WebAccess ......................... 283
main screen
Folder Tree ........................... 11
Info Desktop ............................ 8
Job Information list box ...... 12
Index-8
managing
chart templates ................... 172
two conditions that reference
the same cells ................... 152
Menu Bar
Info Desktop ........................... 8
Java ....................................... 219
Menu Commands ...................... 104
Java ....................................... 219
menus
Shortcut ......................... 14, 109
modifying
folder properties ................... 26
object properties .................. 43
prompting variables ............. 82
selection formulas ................ 83
selections using Field Selector
toolbar ................................ 132
mouse
right button capabilities ...... 14
movement cursors ..................... 127
moving through the fields one at a
time ........................................ 136
multi-level sorts
performing ........................... 183
multiple columns
displaying on Info
Worksheet ......................... 129
multiple dimensions
Info Worksheet ................... 100
Info Worksheet for Java ..... 215
on the Info Worksheet ....... 100
multiple rows
displaying on Info
Worksheet ......................... 129
N
names
column dimension field .... 115
of row dimension fields ..... 114
navigating
the Info Desktop for
Outlook .............................. 313
new features
Info Desktop for Outlook ...... 5
Info Worksheet ....................... 5
new features of Seagate Info ........ 3
Archival features for
instances ................................ 4
Open OLAP ............................ 3
report packages ...................... 4
seamless object creation ....... 4
No Response status message ..... 13
notification
sending .................................. 66
Notify Tab (Schedule dialog
box) .......................................... 51
null values .................................... 99
Number Tab (Attribute Editor) . 162
O
object limits
setting .................................... 80
object properties
modifying .............................. 43
tutorials .................................. 43
object success/failure
notification ............................ 66
notifying the Event Log ....... 68
objects
how to view ........................ 296
modifying properties ........... 43
removing from the Info
Desktop ............................... 43
scheduling at a specific date/
time (WebAccess) ............ 292
scheduling dependent on
event .................................... 76
scheduling for immediate
processing ........................... 54
scheduling for immediate
processing (WebAccess) . 291
scheduling for recurring
processing ........................... 60
scheduling for recurring
processing (WebAccess) . 293
scheduling to process at a
specific date/time ............... 57
scheduling with
dependencies ..................... 71
setting dependencies ........... 70
setting scheduling restrictions
for ......................................... 64
specifying output format for 55
stopping (WebAccess) ....... 298
tutorials .................................. 27
using When Tab to specify run
dates/times .......................... 51
offline
Info Desktop ......................... 14
offline desktop
tutorials .................................. 17
offline stores
adding instances to .............. 19
creating .................................. 17
OLAP
Open ......................................... 3
OnHold status message .............. 13
Open command
File menu ............................ 104

File Menu/Java .................... 219
Open Cube
using Expert ........................... 34
open cubes
creating .................................. 34
Open OLAP .................................... 3
Open OLAP Gateway ............. 3, 34
opening
different view (Java) ........... 222
different view of the Info
Worksheet ......................... 113
Info Worksheet for Java ..... 221
the Info Worksheet ..... 92, 112
options
Attribute Editor ................... 161
setting printing .................... 203
Options command (Edit Menu/
Java) ....................................... 220
Options command (Tools
Menu) .................................... 107
outer dimension fields
of shortcut menus .............. 112
outer dimensions
of shortcut menus .............. 110
Outlook
Info Desktop ....................... 288
Outlook clients
Info Desktop ........................... 5
output
specifying format for
object ................................... 55
viewing for report/query ..... 87
output destination
specifying .............................. 56
output format
specifying
(WebAccess) ............ 294, 295
overviews
folders .................................... 22
Info Channel ....................... 288
Info Desktop ........................... 2
Info Desktop for
Outlook .............................. 288
Info Viewers ........................ 316
Info Worksheet ..................... 92
Info Worksheet for Java ..... 207
prompting variable pick
list ....................................... 324
scheduling ............................. 50
setting Info Worksheet
attributes ............................ 143
WebAccess desktop ........... 282
P
packaging reports .......................... 4
paged dimension fields
moving through the fields one
at a time ............................ 136
paged dimensions ....................... 99
changing fields ................... 136
changing fields (Java) ........ 234
in shortcut menus .............. 111
paged fields
changing available ............ 137
setting attributes on ........... 146
using Field Selector to
select ......................... 136, 234
parent fields ............................... 101
displaying different on Info
Worksheet ......................... 124
Pareto analysis
using to display top/bottom
values ................................. 197
passwords
changing Info Desktop for
Java .................................... 301
performers
how to show best and
worst .................................. 156
performing
a global exclude ................ 192
multi-level sorts ................. 183
Performing the copy and
paste ...................................... 202
pie charts
pulling out pie slices ......... 268
policies
replacement ........................ 335
return ................................... 334
positioning
charts ................................... 169
charts (Java) ........................ 253
Print command (File Menu) ..... 105
Print command
(File Menu/Java) ................... 219
print settings ............................... 203
changing Info
Worksheet ......................... 203
Print Setup command (File
Menu) .................................... 105
printers
setting up or choosing
another .............................. 203
printing ....................................... 203
choosing another printer .. 203
with current settings .......... 203
printing (Java) ............................. 279
printing options
setting .................................. 203
printing the Worksheet data .... 279
Private folders .............................. 22
processing
objects immediately ............. 54
on a specific Info Server ...... 62
scheduling objects for
immediate
(WebAccess) ..................... 291
scheduling recurring objects
(WebAccess) ..................... 293
Processing status message .......... 12
product
registration ........................... 334
replacement policy ............ 335
return policy ........................ 334
support ................................. 330
program
adding to a folder ................. 29
promotion
sorting fields in the
display ................................ 183
prompting variable pick lists
creating ................................ 324
how to use ........................... 328
overview .............................. 324
tutorials ................................ 324
prompting variables
modifying .............................. 82
Prompts Tab (Report Properties
dialog box) .............................. 47
Prompts Tab (Schedule dialog
box) .......................................... 53
properties
modifying object .................. 43
viewing instance
(WebAccess) ..................... 301
Public folders ............................... 22
Pulling out pie slices ................. 268
pushing
report instances to Info
Channel ............................. 310
pushing a report to an Info
Channel ................................... 85
Q
query
adding to a folder ................. 28
viewing output ...................... 87
quotes
showing/hiding ................... 118
R
ranges
deleting (Java) ..................... 244
recurring processing
scheduling an object for ..... 60
scheduling an object for
Index-9

(WebAccess) ..................... 293
Recurring status message ........... 13
registration of product .............. 334
Remove All Excludes command
(Filter Menu/Java) ................ 220
Remove All Sorts command (Filter
Menu/Java) ............................ 220
removing
a sort .................................... 187
all specified sorts ............... 188
excludes .............................. 193
objects from the Info
Desktop ............................... 43
public folders from the Info
Desktop ............................... 25
top/bottom filters ............... 199
Removing a global exclude ..... 194
re-orienting
the Info Worksheet ............ 127
the Info Worksheet for
Java .................................... 226
reorienting the display ............. 189
re-orienting the Info
Worksheet ............................ 128
replacement policy ................... 335
report instances
pushing to Info Channel ... 310
Report Limits Tab (Report Properties
dialog box ............................... 48
report objects
specifying an output format
for ......................................... 55
report packages .............................. 4
adding ................................... 31
scheduling ............................ 88
viewing instances ................ 89
Report Properties dialog box
Channel Tab ......................... 45
General Tab .......................... 44
Limits Tab ............................. 47
Prompts Tab ......................... 47
Report Limits Tab ................ 48
Security Tab .......................... 44
Servers Tab ........................... 45
reports
adding to a folder ................ 27
creating ............................... 207
deleting instance
(WebAccess) ..................... 299
pushing to an Info
Channel ............................... 85
scheduling one generated from
a text file ............................. 69
setting instance limits ........ 299
setting object limits ............. 80
using Info Worksheet to
Index-10
create ...................................... 5
viewing output ...................... 87
resetting
display (Java) ....................... 213
events ..................................... 74
resizing
columns ............................... 114
columns (Java) .................... 223
restrictions
setting top and bottom
filters ................................... 194
restrictions for sorting ............... 184
retrieving
archived instances ...... 81, 300
return policy ............................... 334
right mouse button
capabilities .............................. 14
row and column totals .................. 5
row dimension ............................. 99
changing (Java) ................... 226
Row dimension field names .... 114
row dimensions
changing .............................. 128
row totals ........................................ 5
displaying Info
Worksheet ......................... 120
Row Totals command
(View Menu) ......................... 106
rows
excluding for a field ........... 191
excluding for a field
(Java) ................................... 277
showing totals ..................... 119
using calculations to add
new ..................................... 138
run dates/times
using When Tab to
specify .................................. 51
S
Save View As command (File
Menu) ..................................... 104
Save View As command (File Menu/
Java) ........................................ 219
Save View command (File
Menu) ..................................... 104
Save View command (File Menu/
Java) ........................................ 219
saving
a view (Java) ........................ 222
a view on the Info
Worksheet ......................... 112
Schedule dialog box
Info Tab .................................. 50
LogOn Tab ............................ 52
Notify Tab ............................. 51
Prompts Tab .......................... 53
Selection Formula Tab ........ 53
When Tab ............................. 51
scheduled instances
holding .................................. 77
how to hold ........................ 297
releasing ................................ 78
stopping ................................. 79
scheduled objects
stopping (WebAccess) ....... 298
Scheduled status message .......... 13
scheduling
a report package .................. 88
object for recurring
processing ........................... 60
object for recurring processing
(WebAccess) ..................... 293
object to process at a specific
date/time (WebAccess) ... 292
objects for immediate
processing ........................... 54
objects to process at specific
date/time ............................. 57
objects with dependencies . 71
overview ............................... 50
report generated from a text
file ........................................ 69
reports using a calendar ..... 69
tutorials .................................. 54
Scheduling dialog box ................ 50
scheduling restrictions
setting for objects ................. 64
Seagate Charts ........................... 180
Seagate Holos .............................. 39
importing cubes from .......... 39
running from Desktop ......... 41
Seagate Info
new features ............................ 3
seamless object creation ............... 4
Search for Help on command (Help
Menu) .................................... 108
security
changing folder settings ...... 24
Security Tab (Report Properties
dialog box) .............................. 44
Select All command
(Edit Menu) ........................... 105
Select All command (Edit Menu/
Java) ....................................... 219
selecting
different types of charts to
display ............................... 169
fields for display ................. 130
Info Server classes for
processing ........................... 63

paged fields using Field
Selector .............................. 234
paged fields with the Field
Selector .............................. 136
Selection Formula Tab (Schedule
dialog box) .............................. 53
selection formulas
modifying .............................. 83
selections
using Field Selector toolbar to
modify ................................ 132
Servers Tab (Report Properties
dialog box) .............................. 45
Set Prompting Values dialog box
adding a pick list to ........... 326
setting
advanced attributes ........... 158
attributes on paged fields .. 146
charts back to default
style .................................... 171
color attributes for specific
columns or rows ............... 149
color attributes for whole Info
Worksheet ......................... 148
default column widths ...... 115
events ..................................... 74
Info Worksheet attributes .. 143
instance limits ..................... 299
new default style for
charts .................................. 171
object dependencies ........... 70
object limits .......................... 80
printing options .................. 203
scheduling restrictions for
objects .................................. 64
top/bottom filters ................ 194
setting up
Info Desktop for
Outlook .............................. 311
printer .................................. 203
the Info Outlook Server ..... 310
settings
changing Info Worksheet
print .................................... 203
Shortcut menus .......................... 109
inner dimension field ........ 111
inner dimensions of ........... 110
outer dimension fields ....... 112
outer dimensions of ........... 110
paged dimensions .............. 111
Shortcut menus (Info
Desktop) .................................. 14
Show Chart/Hide Chart command
(Charting Menu/Java) ........... 220
Show Top/Bottom command (Data
Menu) .................................... 107
showing
all fields in a dimension ... 137
best and worst performers 156
dimension buttons ............. 225
field information ................ 118
Field Selector buttons ....... 117
fields (Java) ......................... 232
fields quickly ...................... 137
fields with Field Selector .. 134
very long field names ........ 177
software
registering ........................... 334
Sort command (Data Menu) .... 107
sorting ......................................... 182
altering or removing .......... 187
appearance ......................... 182
global and local
excludes ............................ 188
multiple sorts ...................... 183
on a dimension .................. 185
on a field ............................. 186
restrictions .......................... 184
symbol ................................. 104
sorting (Java) .............................. 271
appearance ......................... 271
multiple sorts ...................... 272
on a dimension .................. 273
on a field ............................. 274
removing or altering .......... 275
symbol ................................. 219
sorting fields in the display
promotion ........................... 183
sorting, restrictions .................... 184
sorts
altering ascending ............. 187
altering between ascending and
descending ........................ 187
altering descending ........... 187
removing ............................. 187
removing all specified ....... 188
Special cell values .................... 201
Special cells and cell values
Info Worksheet for Java .... 214
Special Selections ..................... 133
specifying
logon parameters with LogOn
Tab ....................................... 52
output destination ................ 56
output format
(WebAccess) ............ 294, 295
specific Info Server .............. 62
starting
the Info Worksheet .............. 92
the Info Worksheet for
Java .................................... 208
Status Bar
(Java) ..................................... 213
Info Worksheet ..................... 98
status messages
DB Tested .............................. 13
Failed ..................................... 13
No Response ......................... 13
OnHold .................................. 13
Processing ............................. 12
Recurring ............................... 13
Scheduled .............................. 13
Stopped .................................. 12
Stopping ................................. 13
Success .................................. 13
Stopped status message .............. 12
stopping
scheduled instances ............. 79
scheduled WebAccess
objects ................................ 298
status message ...................... 13
style
setting new default for
charts .................................. 171
styles
selecting different
window .............................. 224
subfolders
adding .................................... 23
success
sending notification ............. 66
Success status message ............... 13
support
e-mail ................................... 331
fax ......................................... 331
product ................................ 330
telephone ............................. 332
web ....................................... 330
web site ................................ 330
T
Table of Contents report
creating .................................. 33
tabs
Channel (Report Properties
dialog box) .......................... 45
Color (Attribute Editor) ...... 164
Font (Attribute Editor) ........ 163
General (Report Properties
dialog box) .......................... 44
Info (Schedule dialog
box) ....................................... 50
Job Information
(WebAccess) ..................... 285
Limits (Report Properties dialog
box) ....................................... 47
LogOn (Schedule dialog
Index-11

ox) ...................................... 52
Notify (Schedule dialog
box) ...................................... 51
Number (Attribute Editor) . 162
Prompts (Report Properties
dialog box) .......................... 47
Prompts (Schedule dialog
box) ...................................... 53
Report Limits (Report Properties
dialog box) .......................... 48
Security (Report Properties
dialog box) .......................... 44
Selection Formula (Schedule
dialog box) .......................... 53
Servers (Report Properties
dialog box) .......................... 45
When (Schedule dialog
box) ...................................... 51
technical support ...................... 330
e-mail .................................. 331
fax ........................................ 331
Knowledge Link ................. 333
online .................................. 330
telephone ............................ 332
web site ............................... 330
telephone support ..................... 332
templates
creating chart ..................... 172
loading chart ...................... 173
managing chart .................. 172
terminology
Info Worksheet for Java .... 214
on Info Worksheet ............... 99
testing
database connectivity before
processing ........................... 84
The ................................................ 13
The Offline Desktop ................... 14
tick labels
hiding chart ........................ 175
Title Bar
Info Worksheet ..................... 98
titles
adding new chart ............... 178
customizing chart .............. 177
toolbars
Field Selector ...................... 131
Info Desktop ......................... 10
Info Desktop for Java ......... 286
Info Worksheet ................... 109
Info Worksheet for Java .... 220
Java ...................................... 220
Tools Menu commands ....... 9, 107
Generate Report ................. 108
Options ............................... 107
tooltips
Index-12
showing or hiding .............. 116
top/bottom filter ......................... 194
on a field ............................. 195
removing ............................. 199
restrictions ........................... 194
symbol ................................. 104
top/bottom values
displaying ............................ 194
totals
column ..................................... 5
displaying Info Worksheet
column ............................... 120
displaying Info Worksheet
row ..................................... 120
displaying values as
percentages of slice total . 121
row ........................................... 5
showing a different parent
field ..................................... 124
showing a different top-level
field ..................................... 122
showing as percentages .... 120
showing different child
fields ................................... 125
showing row and column . 119
traffic lighting ............................. 156
traffic lighting (Java) .................. 247
triggering an event ....................... 74
U
uninitialized cells ........................ 99
using
advanced number, font, and
color attributes .................. 158
attributes to format the
display ................................ 143
calculations to add value to
data ..................................... 138
calendar to schedule
reports .................................. 69
column dimension field
names ................................. 115
current Info Worksheet ..... 203
current Info Worksheet settings
to print ............................... 203
drill-down function on Info
Worksheet ......................... 100
excludes on inner
dimensions ........................ 189
Field Selector to select display
fields ................................... 130
Field Selector to select paged
fields .......................... 136, 234
Field Selector toolbar to modify
selections ........................... 132
Format Chart dialog box to
chart ........................................ 5
highlighting function on Info
Worksheet .............................. 5
Info Worksheet data to create
reports ................................ 207
Info Worksheet to create
reports ..................................... 5
Info Worksheet to total
columns .................................. 5
Info Worksheet to total rows . 5
LogOn Tab to specify logon
parameters .......................... 52
multiple dimensions on the Info
Worksheet ......................... 100
row dimension field
names ................................ 114
the prompting variable pick
list ....................................... 328
V
values
displaying top/bottom ....... 194
displaying top/bottom
field .................................... 195
special ................................... 99
using Prompts Tab to modify
variable ................................ 53
variable values
using Prompts Tab to
modify .................................. 53
variables
modifying prompting .......... 82
View Filters command (Filter Menu/
Java) ....................................... 220
View Menu commands ........ 9, 105
% of Column Total ............ 106
% of Row Total .................. 106
% of Slice Total .................. 106
Chart .................................... 106
Collapse All Hierarchies ... 106
Column Totals .................... 106
Row Totals .......................... 106
viewing
a report package instance .. 89
instance properties
(WebAccess) ..................... 301
objects ................................. 296
query output ......................... 87
report output ......................... 87
views
opening different (Java) ..... 222
opening different Info
Worksheet ......................... 113
saving (Java) ........................ 222

saving Info Worksheet ....... 112
W
web site ....................................... 330
web support ............................... 330
WebAccess
customizing the desktop ... 302
deleting report instances ... 299
establishing a connection to
desktops ............................. 288
Folder Tree Panel ............... 284
icon bar ............................... 284
Info Viewer for ActiveX ..... 317
Info Viewer for HTML ....... 319
Info Viewer for Java ........... 318
Job Information Tabs ......... 285
main page ............................ 283
overview .............................. 282
WebAccess desktop/Info Desktop
differences ............................. 282
WebAccess Desktops
tutorials ................................ 288
When Tab (Schedule dialog
box) .......................................... 51
widths
setting column default ....... 115
Window Menu commands ...... 108
Arrange Chart ..................... 108
window styles
selecting different ............... 224
windows
Info Desktop main ................. 8
Info Worksheet ..................... 98
Info Worksheet for Java ..... 213
worked example .......................... 93
worked example (Java) ............. 209
working with
column dimension field
names ................................. 115
row dimension field
names ................................. 114
Worksheet data .......................... 279
Index-13