Index

 

Speaking of applications... 

 

The platform allows users to open any type of application, such as: Word, Excel, browsers, as well as ERPs, such as Protheus, EMS, Logix.

 

In order for the platform to allow access to several applications, they must be previously registered and parametrized in Applications.

 

The first step to use applications within the platform is to define the information for the adapter that will be required for running the application and its command line for execution. In the second step, the application parameters are defined.

The definition of these parameters is required for the platform to send information that allows access to the application, such as user and password, work directory definition, etc.


 

 

Basic path

 

01. After clicking on the option New application in the location where it will be created, enter a description.

02. Enter the requested information in the General information tab.

Application
Select the application that will be posted in document browsing and that was previously registered in Applications.

Parameters
Path and name of the application program to be executed.

Comment
Brief description with relevant information about the application.

Tags
Labels assigned to the application for easy searching later. Tags act as keywords and allow the article to be tagged in a more personal and informal manner. You can find the article by browsing or searching. Add the tags with or without the character "#" to enable auto complete for the tags. The auto complete retrieves a drop-down list of the five most used tags based on the characters typed after the character "#".

Document expires?
When checked, this option determines that the application will expire on the date entered in the field "Valid until". Otherwise, the application will not expire and the date entered in the field "Valid until" is not considered. This option will be displayed as checked when the field “Document expires?"– from the Parameters feature of the General tab in the Control Panel - is checked.

Expiration notification period
Advance period – in days – from which expiration notification for the application will be issued. If you enter zero (0), it will consider the number of days entered in the platform's general parameters.

Valid from
Date from which the application will be available to users – according to their access permissions. This date allows the application's author to schedule its viewing to the other users of the platform, as it will only be displayed as of that date. When the article is valid only as of a future date, the author views it with a red arrow representing that it is a future document. The future posting date cannot be earlier than the current date and the future post does not send notification e-mail (document approval, new version/review, etc.).

Valid until
The date from which the application will be considered expired when the option "Document expires?" is checked. The expiration date is suggested considering the field "Document expiration days" – from the feature Parameters of the General tab of the Control Panel – when it has any value set. If the field "Document expires" of that feature is not checked, that date is disregarded.

Document type
Type of document to which the application belongs.

Subject
Subject to which the application is related. The subjects registered under Subjects are displayed.

Icon type
Graphic element representing the application. When the icon is not selected, a standard icon is assigned. Icons can be registered under Icon registration.

Author
Author user of the application being created.

Language
Language to which the application will be related. The language is used to index the application information. Indexed information is used in searches by content. As default, the language determined is shown in the user preferences function. If it is not defined in the user profile, the standard language defined in the General Parameters of the platform is suggested.

Notify?
When checked, this option specifies that users who have the subject related to the application as a subject of interest will be notified when the application is posted.

03. Click on the Security tab.

04. Define the security criteria for the application.

For detailed information about the procedure, see Define security criteria for folder or document.

 

 

Alternative path

 

Close application

 

01. Find and click on the name of the application you wish to access.

02. View the application.

 

Request additional permission for an application

 

01. Find the application for which you wish to request additional permissions.

02. Place the mouse over the name of the application.

Clicking on this option opens a window in which you can request additional permissions for the application. For more information, see Request additional permission for a folder or document.

 

Define priority for an application

 

01. Find the application for which you wish to define priority.

02. Enter the desired priority for the application in the Priority column.

For more information about application priority, see Define priority for a folder or document.

If the Priority column is not displayed in the folder containing the application, you can enable it by following the steps of the alternative path View folder content priority under Folder.

 

Perform a social action for an application

 

01. Find the application for which you wish to perform a social action.

02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the application name.

For more information about social actions that can be performed for an application in document browsing, see Support folder or document, Comment on folder or document and Share folder or document. 

 

Follow application

 

01. Find the application that you wish to follow.

02. Click on the Notify icon, located after the social actions area to the right of the application name.

For more information on the Follow feature, see Follow document.

 

Define application as favorite

 

01. Find the application that you wish to define as a favorite.

02. Click on the Add favorite icon, represented by a star, located below the application name.

For more information about the Favorites feature, see Define folder or document as favorite. 

 

Rename application

 

01. Find the application that you wish to rename.

You need to have modify permission for the folder in order to rename it.

02. Click on More options, located to the right of the application name.

03. Click on Rename.

Clicking on this option opens a window in which you can rename the application. For more information, see Define folder or document as favorite

 

Edit application

 

01. Find the application that you wish to edit.

02. Click on More options, located to the right of the application name.

03. Click on Properties.

Clicking on this option opens a window in which you can edit the application. For more information, see Edit folder or document properties. 

 

Copy application

 

01. Find and select the application you wish to copy to another location.

02. Click on Copy, located in the action bar on the top left of the window.

For more information on how to perform this action, see Copy and paste folder or document.

 

Cut application

 

01. Find and select the application you wish to cut to another location.

02. Click on Cut, located in the action bar on the top left of the window.

For more information on how to perform this action, see Cut and paste folder or document.

 

Mirror application

 

01. Find and select the application for which you wish to create a mirror document.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Mirror.

Clicking on this option opens a window in which you can finish creating a mirror document of the application. For more information, see Mirror document.

 

Delete application

 

01. Find and select the application you wish to delete.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Delete.

Clicking on this option opens a message stating that the application has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the application in the folder will be freed only when the application is deleted from the Bin. For more information on how to restore or definitively delete the application from the platform, go to the Bin.

 

 

This documentation is valid as of the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.