Report Exec Enterprise Setup Document by HC12110405418

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									                                         Report Exec Enterprise Install Manual
                                                                        Table of Contents

Report Exec Enterprise Install Manual ...................................................................................................................... 2
Prerequisites Before Installing Report Exec Enterprise ............................................................................................. 3
         Server with Microsoft Windows Software Installed .................................................................................. 3
         Server Must be Running IIS 5.0 or higher ................................................................................................. 3
         Server Must be Running SQL Server (can be on separate servers) ........................................................... 3
         IIS Server Must have Microsoft .Net Framework 2.0 Installed ................................................................. 3
         IIS Server Must have the ASP.Net Service turned on. .............................................................................. 3
Step 1. Install Files – From CD or Download............................................................................................................ 4
Step 2. Downloading the Install Files ........................................................................................................................ 5
Step 3. Running the Install Files ................................................................................................................................ 6
  Installing the Report Exec Enterprise SQL Database ............................................................................................ 7
  Updating the SQL Database ................................................................................................................................... 9
  Installing the Report Exec Enterprise User Website ............................................................................................ 10
  Installing the Report Exec Enterprise Admin Website ........................................................................................ 12
Additional IIS Server Installation Configurations ................................................................................................... 14
  Adding required HTTPHandlers .......................................................................................................................... 14
Administrating ReportExec Enterprise .................................................................................................................... 18
  Configuring Locations ......................................................................................................................................... 18
  Configuring Groups and Users ............................................................................................................................ 19
  Adding Groups to the System .............................................................................................................................. 20
  Entity Contact Configuration ............................................................................................................................... 20
  Citation Statute Configuration ............................................................................................................................. 22
  Company List Configuration................................................................................................................................ 22
  Report Disposition Configuration ........................................................................................................................ 22
  Reporting Configuration ...................................................................................................................................... 22
  Reporting Sub Module Configuration ................................................................................................................. 22
  Reporting Sub Module Name Configuration ....................................................................................................... 22
  Property Location Configuration ......................................................................................................................... 23
  Trespass Letter Configuration .............................................................................................................................. 23
  Location Address Configuration .......................................................................................................................... 23
  Other Data ............................................................................................................................................................ 23
            Prerequisites Before Installing Report Exec Enterprise


               Server with Microsoft Windows Software Installed

               Server Must be Running IIS 5.0 or higher

               Server Must be Running SQL Server (can be on separate servers)

               IIS Server Must have Microsoft .Net Framework 2.0 Installed

               IIS Server Must have the ASP.Net Service turned on.
                     (Enable the service in Add/Remove Windows Components,
                     Application Server->ASP.NET)




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Phone (414) 481-3200      Website: www.report-software.com     Email: support@report-software.com
                             Step 1. Install Files – From CD or Download


You will receive an install CD for your installation or you can download the files from the Competitive Edge
Software, Inc. website. Get to the Enterprise Download Page By clicking (Using CTRL+Click) on the link below
or by pasting the link in your internet browser.

                                     http://www.report-software.com/reupdate.html




                    Please note that you will need a valid SSP (Software Support Program) agreement for your Report
                    Exec product in order to access our Online Support Center. If you are unsure if you have a valid SSP
                    for your product, or would like to renew, please contact a sales representative toll free at 1-866-205-
                    CESI (2374) or via email at sales@report-software.com.




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Phone (414) 481-3200           Website: www.report-software.com                            Email: support@report-software.com
                             Step 2. Downloading the Install Files
Click   on the   link    for the following 4 files and save them on the desktop or c:\temp
       Report   Exec    Enterprise SQL Database Install
       Report   Exec    Enterprise Database Update
       Report   Exec    Enterprise User Install Program
       Report   Exec    Enterprise Admin Install Program



        Report Exec            NEW INSTALL - Report Exec Enterprise
        Enterprise NEW
        INSTALL
                               Download the Install Manual

                               Step 1: Report Exec Enterprise SQL Database Install
                               Step 2: Report Exec Enterprise Database Update
                               Step 3: Report Exec Enterprise User Install Program
                               Step 4: Report Exec Enterprise Admin Install Program

                               Dispatch Software Install
                               Dispatch Install




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Phone (414) 481-3200          Website: www.report-software.com         Email: support@report-software.com
                                    Step 3. Running the Install Files

   Once you have the install files downloaded or on CD, we will run them in this step.



   Report Exec Enterprise utilizes four install applications for the installation.

          The Report Exec Enterprise SQL Database Install.exe will install the Report Exec Enterprise REX database
           on the SQL server. You will need SQL server SA rights to run this install.

          The Report_Exec_Enterprise_Database_Update.msi file will update the SQL server REX database. You will
           need SQL server SA rights to run this update.

          The Report_Exec_Enterprise_WEB_User_Install.msi file will update the IIS CESIReportExec (user web)
           website for the Enterprise application. You will need administration access on the IIS machine.

          The Report_Exec_Enterprise_WEB_Admin_Install.msi file will update the IIS CESIReportExecAdmin (admin
           web) website for the Enterprise application. You will need administration access on the IIS machine.




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Phone (414) 481-3200             Website: www.report-software.com                    Email: support@report-software.com
                            Installing the Report Exec Enterprise SQL Database

   ReportExec SQL installation begins with double clicking on the ReportExec Enterprise SQL.exe in the SQLInstaller
   folder.




   Start the install and click Next to continue. Enter your SQL Admin User Name, Password, and SQL Server Name to
   confirm that you have ADMIN rights on the SQL server to install the database.

   The ReportExec SQL installer will request an account with SA permissions, only to create the required databases and 3
   service accounts on the designated Sql Server.

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Phone (414) 481-3200          Website: www.report-software.com             Email: support@report-software.com
                                                                The Installer will then walk you through asking for the SQL
                                                                data folder which is defaulted at c:\program files\Microsoft
                                                                SQL Server\MSSQL\data.

                                                                NOTE: This folder is very important to have correct or your
                                                                install will error when it tries to install the database as the
                                                                install continues.




   Our installer automatically does the following via install scripts:
   ReportExec Enterprise creates three (3) service accounts utilizing SQL (mixed-mode) authentication. These accounts
   are necessary for the web application to communicate to the ReportExec database installed on the SQL Server. All data
   access is done via encrypted Stored Procedures with permissions granted only to these internal service accounts.

   Additionally, the ReportExec Sql Installer may also create a secondary database that is required to manage user state
   from the web application. Dependant on whether or not other .Net applications utilizing out-of-process session state
   have already been installed, this step will be skipped by the installer.

   When you have provided the proper directory information, simply click next to go to the next screen shown below.


                                                                      Click next to continue with the installation. If there are
                                                                      no errors, you have just successfully installed your
                                                                      SQL server database for the Report Exec Enterprise.
                                                                      If you have received errors, please call support to get
                                                                      the errors corrected before continuing.




                                                                                                                    Click finish
                                                                                                                     to close.




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Phone (414) 481-3200          Website: www.report-software.com                Email: support@report-software.com
                                              Updating the SQL Database

This update must be run from the SQL server machine.

Double click on the Report_Exec_Enterprise_Database_Update.msi. The software will install and automatically run the
ReportExecDataUpdate.exe that was installed in the C:\Program Files\Report Exec Enterprise folder.

NOTE: Do NOT check the “Only Local Update” unless you know that your agencies’ firewall has blocked SQL data
transfer on port 1433.




Press the Test Connection button to make sure that you can correctly connect to the database. After the database is
authenticated, you will be able to click on the Update button. Once you click the update button, the program will update the
database automatically. If you cannot update the database to the newest version, DO NOT CONTINUE WITH THE WEB
INSTALL. If you cannot update the database to the newest version, please contact Competitive Edge Software, Inc.
support at 414-481-3200 for update options.                     9

Phone (414) 481-3200            Website: www.report-software.com              Email: support@report-software.com
Web Installation Component

                                Installing the Report Exec Enterprise User Website

This install has to be run from the IIS server with Administrative Rights on the IIS server.

Double click on the Report_Exec_Enterprise_WEB_User_Install.msi. The most important setup page on the installr is the
directory to install the install to. Please make sure that the destination physical directory is the same as your current server
setup. If you do not know if it is correct, please contact your IIS administrator.

Once you have chosen the destination directory, click on the Next Button to complete the install.




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Phone (414) 481-3200             Website: www.report-software.com               Email: support@report-software.com
Once the website has been installed, the configuration program will update your web.config file for any new changes to the
version. If the server fields are not filled in, choose the server from the drop-down listing and type in the database (the
default is REX). Press the Test button to make sure that the security was correctly setup.




When you press Test, you should receive this screen:




If you do not, please contact Competitive Edge Software, Inc. support at 414-481-3200 to get configuration help on the
website.

Click on the Finished button to complete the Report Exec Enterprise User Website install.




                                                              11

Phone (414) 481-3200            Website: www.report-software.com              Email: support@report-software.com
                               Installing the Report Exec Enterprise Admin Website

This install has to be run from the IIS server with Administrative Rights on the IIS server.

Double click on the Report_Exec_Enterprise_WEB_Admin_Install.msi. The most important setup page on the installer is the
directory to install the website to. Please make sure that the destination physical directory is the same as your current server
setup. If you do not know if it is correct, please contact your IIS administrator.

Once you have chosen the destination directory, click on the Next Button to complete the install.




                                                                 12

Phone (414) 481-3200             Website: www.report-software.com                Email: support@report-software.com
Once the website has been installed, the configuration program will update your web.config file for any new changes to the
version. If the server fields are not filled in, choose the server from the drop-down listing and type in the database (the
default is REX). Press the Test button to make sure that the security was correctly setup.




When you press Test, you should receive this screen:




If you do not, please contact Competitive Edge Software, Inc. support at 414-481-3200 to get configuration help on the
website.

Click on the Finished button to complete the Report Exec Enterprise Admin Website install.




                                                              13

Phone (414) 481-3200            Website: www.report-software.com              Email: support@report-software.com
                     Additional IIS Server Installation Configurations
   After installation of the three components, you will need to complete a few more manual tasks to allow certain portions of
   the web application to function properly.


                                            Adding required HTTPHandlers

   ReportExec Enterprise utilizes cutting edge reporting software which requires additional configuration of your web
   server.


   To configure the Required HTTPHandlers

   1. In the Control Panel, double-click "Administrative Tools." Double-click "Internet Information Services" to open its dialog
   window.



                                                                                                     2. Right-click on the website
                                                                                                     that you need to configure
                                                                                                     the HTTPHandlers for, then
                                                                                                     click Properties.




                                                             3. Click on the "Home Directory" tab of the "Default Web Site
                                                             Properties" dialog.

                                                             4. Click on the Configuration button.




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Phone (414) 481-3200            Website: www.report-software.com                Email: support@report-software.com
                                                                                 5. In the "Application Mappings" window of
                                                                                 the Application Configuration dialog, select
                                                                                 the list item with .aspx in the extension
                                                                                 column and click Edit. Note that if your
                                                                                 machine does not have the ASP.NET server
                                                                                 components installed, the .aspx handler will
                                                                                 not show up in the Application Mappings list.




                                                                                 6. Select and copy (Right Click – Choose
                                                                                 Copy) all of the text in the "Executable" field.
                                                                                 Click Cancel to return to the Application
                                                                                 Configuration dialog.




   7. Click Add in the Application Configuration dialog to add a new Application Mapping.



                                                               8. In the Executable field, paste the value copied from Step 6
                                                               and enter ".rpx" in the Extension field.




   9. Click OK to add the mapping and return to the Application Configuration dialog.

   10. Repeat steps 7-9 and add “.pdf” in the Extension field for Adobe Acrobat PDF reports.


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Phone (414) 481-3200           Website: www.report-software.com               Email: support@report-software.com
   To configure the compiled report handler (continuing from Step 9 in "To Configure the HTTPHandler)

   1.   In the Application Configuration dialog, click Add to add a new Application Mapping.

   2.   In the Executable field, paste the value copied from Step 6 above.

   3.   Enter .ActiveReport in the Extension field.

   4.   Make sure the "Check that file exists" permission is unchecked.

   5.   Click OK to add the mapping and return to the Application Configuration dialog.




   To configure the WebCacheAccessHandler (continuing from Step 9 in "To Configure the HTTPHandler)

   1.   In the Application Configuration dialog, click Add to add a new Application Mapping.

   2.   In the Executable field, paste the value copied from Step 6 above.

   3.   Enter .ArCacheItem in the Extension field.

   4.   Make sure the "Check that file exists" permission is unchecked.

   5.   Click OK to add the mapping and return to the Application Configuration dialog.

   6.   Click OK on the remaining open dialogs to exit the IIS Administrative tool.


   Quick Notes:
   Add:      Extension           “Verify that file exists”
             .rpx                Checked
             .ActiveReport       Unchecked
             .pdf                Unchecked
             .ArCacheItem        Unchecked




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Phone (414) 481-3200             Website: www.report-software.com              Email: support@report-software.com
   Grant Modify Permissions to the ASP.NET Account
   The final step required to properly configure your new reporting system allows users of the system to upload digital
   media.

   1. Open Windows Explorer, browse to the CESIREPORTEXEC web directory (by default, this should be
   c:\inetpub\wwwroot\CESIReportExec)

   2. Open the Security Tab on the Properties window for the DATA subfolder.

                                                                     3. Click Add, Advanced, Find Now, and choose
                                                                     ASPNET for Win2000 servers or NETWORK
                                                                     SERVICE for Win2003 servers.

                                                                     4. Grant the newly added user permissions for
                                                                     Modify, Write, and Read. Click on Apply and then OK.




   You have now properly installed ReportExec Enterprise. The next step is to configure the application to your
   organization, such as specifying users that can use the system.




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Phone (414) 481-3200           Website: www.report-software.com              Email: support@report-software.com
                              Administrating ReportExec Enterprise
   The next step involves configuring ReportExec to match the expectations of your organization.
   Depending on how you acquired ReportExec, the ReportExec database may already have many details of your
   organization embedded. If you have obtained a preconfigured version of ReportExec, you may skip many of the steps
   below.

   ReportExec packages along an administration program that allows you to configure the system to your organization. It is
   a web based interface which requires an internet browser to access and use. Depending on which web you installed
   ReportExec on, the administration program was installed at the same location.

   To illustrate, if you installed ReportExec at C:\InetPub\wwwroot\, then your administration program can be accessed by
   typing ‘http://localhost/CESIReportExecAdmin/’. Again, depending on where the program was installed, this address will
   differ.

   Upon entering the above address, you will be presented with the ReportExec Admin program login screen. The default
   username and password is ‘ReportExec’ and ‘enterprise’.

   Once you have authenticated as an administrator, the system redirects to the main screen of the admin program.

   It is within this program, you will configure the rest of the program for your organization. The program adjusts on-the-fly.
   However, we do recommend you perform administration duties during off-peak hours in the event users lose current
   unsaved work.



                                                   Configuring Locations

   ReportExec emphasizes user friendly workflow. To achieve this goal, the database stores locations within your
   organization so they are readily available from many list menus inside the program.

   Without explicitly setting locations, your users will not be able to attach reports to a certain part of your organization.
   Further, statistical reports on incidents and work events become less reliable.

   Therefore, it is important to logically define your locations in order to meet the workflow of your users.

   To configure locations, you need to click on Dictionary on the left-hand menu, and choose TreeView Dictionaries. Then
   select Location from the ‘Select a Table’ prompt, and click ‘Go To Dictionary’.

   Let us illustrate an example organization, with hypothetical locations. Our example company will be Rides Manufacturing
   Incorporated, or RMI. RMI has a central headquarters, four manufacturing plants, and ten retail stores.

   Most organizations only have one central headquarters, and therefore we would express this location as independent of
   the plants and retail stores.

   Presently, there are no locations defined, so let us add one now. Type ‘Central HQ’ in the blank field below the ‘Select A
   Table’ dropdown. Then click on Add Root Node. The page refreshes, showing the location you have entered on the
   right-hand side of the screen.

   Most corporate headquarters consist of several wings and several floors. Our sample company has two wings, ‘McKinley
   Research Wing’ and an ‘Operations Wing’. The McKinley wing has two floors, while the Operations wing has three.

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Phone (414) 481-3200            Website: www.report-software.com                 Email: support@report-software.com
   We will first add the two wings. Click the Add Child link next to ‘Central HQ’. An empty field appears for you to type in a
   name of this child location. Simply type ‘McKinley Research Bldg’, and click the Add link.

   To add the other wing, click on ‘Central HQ’, and the Add Child link again. Now enter ‘Operations Wing’ in the field that
   appears, and click Add.

   To enter the floors for each wing, select the appropriate wing, and click Add Child. You will notice that children locations
   become indented.

   Back to our sample company illustration: we should add a root node for Manufacturing Plants, and a root node for Retail
   Stores. Our sample company has plants in two states. We could define the states as children under Manufacturing
   Plants, and then add the name of the plants. However, it would only be more convenient to do it that way if we could
   foresee having 50 plants in one state. It is your choice to become as specific and detailed as you wish.

   Our company builds three new retail stores every year, and projections define at least 20 more over the next five years.
   So we will add a child under Retail Stores for each state the stores are in, and then file the stores underneath the States.

   As you can see, this structure allows for a complete and exhaustive detail of specifying locations. We recommend being
   specific as possible, however, they are only recommendations.

   Additionally, any location defined within this hierarchy can be assigned a fully qualified address. These assignments are
   useful when reports are printed for external agencies unfamiliar with your organization’s addresses. See Location
   Address Configuration.



                                            Configuring Groups and Users

   If you are a system administrator, you are well aware that people that should not have access to certain resources need
   to be securely locked out of those areas. ReportExec defines permissions to data based on groups and users.

   Groups contain Components (or modules). These components define whether a group has the ability to write citations,
   clerical reports, track daily events, and so forth. You decide what a group is able to do within a system, and add the
   appropriate Component to the group.

   Obviously, groups can contain people and other groups. We will refer to these sub-children as Elements.

   Additionally, these Elements also have roles within the group. Some are administrators, some are supervisors, some are
   simply able to read reports or conduct searches, some can create reports for the group, and some can create
   investigations for that group.

   Supervisors are classically defined as those to whom the others in the group report to. By default, any reports created
   within a group must pass the review of the supervisor. The supervisor may then deem the report completed and publish
   it, or request changes to the report and send it back to its author.

   Publishing reports allows other members of the group to see the finished report. Until a report is published, it is only
   available to the author and the supervisor of the group.

   Supervisors may declare certain people permissions to publish to the group automatically, or even certain types of
   reports. However, it is the sole discretion of the Supervisor, and the path taken is configured by the supervisor in the
   main program.

   Adding Users to the System

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Phone (414) 481-3200            Website: www.report-software.com               Email: support@report-software.com
   Before a person can be added to a group, they must become a user of the system. From the main administration
   screen, select People... Add User.

   A screen for passing the first, middle, and last names of a person is presented. Additionally, a citation name field is
   available allowing you to give a specific formal name to a person on external reports (for example Officer Brown).

   A username and password are required for the user so they may log into the system.

   If the person uses the system but it not part of your organization (an external contractor), you may designate their
   representing company in the company dropdown.

   An EmployeeID field is made available as well a note field, which is only shown to administrators of the system.


                                               Adding Groups to the System

   Groups are collections of users and other groups that will often mirror departments in your organization. Let us consider
   a Human Resources department at a corporation. There is usually one person ultimately responsible for that department
   -usually the executive. In our theoretical HR department, the executive is Randy Shinn. There are also two divisions
   within the HR department, internal affairs and payroll. Each division also has a supervisor, Lydia Hampton and John
   Wright respectively.

   To mirror this structure within ReportExec, we would add a new group called Human Resources, somewhere inside a
   corporate-wide group, giving the executive the supervisor role. We also add his or her immediate support staff as report
   creators and report readers.

   Since the HR department contains two divisions, both ultimately supervised by the executive and his support staff, we
   shall create two groups (Internal Affairs and Payroll), and add both of them to the HR group.

   In the Internal Affairs group, we add the user Lydia Hampton. We assign her a supervisor role. We repeat the same for
   the Payroll Division, assigning John Write a supervisor role. For each division, we add the support staff giving report
   creator and/or report reader roles.

   Currently our theoretical HR group is setup to not allow the Internal Affairs group to read documents from the Payroll
   group. We can easily change this by adding the Internal Affairs group to the Payroll group, giving the Internal Affairs
   group a reader role only in the Payroll group.

   In this manner, the HR department group which consists of the executive and his/her immediate support staff can read
   their documents plus the documents of the Payroll and Internal Affairs divisions. The Internal Affairs group can read
   documents of the Payroll group, but cannot create reports originating from the Payroll group.
   The Payroll group itself cannot read document from either Internal Affairs or the containing HR group (unless we
   specified otherwise).




                                                Entity Contact Configuration

   A unique feature of CESI Report Exec Enterprise is the ability to define contact types. The development team of Report
   Exec has defined two entity types: person and business (or organizations). Each contact type you define will have certain
   input fields dependant on the nature of the contact.

   Let’s use an example to clearly illustrate the flexibility this     feature allows. Suppose your organization is a college
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Phone (414) 481-3200             Website: www.report-software.com                  Email: support@report-software.com
   campus, and you wish to have the ability to report contact information for
   Student’s parents. The steps involved are as follows:

   1)          Click Add a New Contact
   2)          Type a name for the contact, ‘Parents’ ( Abbreviations are optional), and click Add.
   3)          Under ‘Available Entity Types’, the Person dictionary is highlighted.
   4)          Simply check-mark the appropriate tabs listed that a user should have access to, in order to fully-define a
   Parent.
   5)          For our purposes, a Name Address tab and a Known Associates tab are all that we require.
   6)          Click Update Changes.

   From now on, when a user enters a contact in a report, they will be able to choose ‘Person…Parents’, and enter the
   parent’s name and address information, and their attending son or daughter in the Known Associates tab.

   Removing existing tabs does not erase any stored data about a contact. If the Parents tab was previously defined using
   a Description tab, and weeks later you remove that tab from users, the data associate with the Description tab is still
   present in the database, and will be available to users again if you re-instated the Description tab.

   A simple reference table listing the available tabs and their purpose follows:

   Name Address
   Allows entry of first, middle, surnames, street addresses, and multiple phone numbers.

   Business Name
   Allows entry of a business name, address, and phone numbers.

   Description
   Presents user with ability to log driver license number and issuing authority, height, weight, race, eye color and hair
   color.

   Scars, Marks, Tattoos
   Allows user to log distinguishing features such as tattoos, scars, etc.

   Other Names (Aliases)
   Allows user to log known aliases for a contact type such as nicknames.

   Force Used
   Allows user to log any offending force a contact may have used against someone, as well as apprehension force a
   security officer employed upon a contact.

   Calls Made
   Allows user to log date and time of when attempted calls were made to an agency such as fire departments or people
   such as parents are called and expected to arrive on-scene.


   Arrival Info
   Follows up the Calls Made tab allowing logging when the contacted person or agency arrived and optionally departed the
   scene.


   Known Associates
   Allows logging of persons a contact is known to be associated with. These may include gang members for an offending
   contact, or simply parents of an offending or non-offending student.

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   Injury Info
   Allows logging the description of contact’s injuries involved in an incident.

   Other Identification
   Allows the user to log other identification besides a driver’s license such as a state-issued identification card, or social
   security number.



                                              Citation Statute Configuration

   If your organization utilizes citation reporting, users of the system will need a list of statutes to apply against violators.
   From this screen, you can enter the statute number, title, and fine amount if any.



                                               Company List Configuration

   This screen serves the purpose of defining a list of companies which frequent the organization, allowing a user to select
   the company from a drop-down list on a visitor tracking screen. For example, a representative visiting your organization
   may be required to sign-in at a front desk. The user enters the representative’s name and then selects a company the
   visitor is representing. This administration screen controls which companies appear in this list.


                                            Report Disposition Configuration

   For any report, you may define certain dispositions that reports can be stated as. For example, a False Alarm report may
   contain dispositions of UNKNOWN, UNFOUNDED, CONCLUDED…etc. These dispositions are completely optional and
   are separate from the system’s internal tracking of reports in-progress and published.


                                                  Reporting Configuration

   This screen allows your organization to define the names of the reports in the system, and check-mark which reports are
   available to reporting users of the system. The screen lists the system-defined report name, along with its custom-
   assigned name. When you have completed making changes, simply click Update Changes, or Reset to return to the
   values present before you made the current changes.


                                         Reporting Sub Module Configuration

   This screen lists all available reports in the system, and allows you to attach sub-report types to a report. For example,
   by default Fire Reports have Contacts, Property, Vehicle, Digital Media, Narrative, Supplements, Tasks/To Do, Main
   Info, and External Agency sub-report types associated with it. You may choose to checkmark which sub-report types a
   user can access on the chosen report.

   When you have made your changes, simply click Update Changes, or Reset to return to the previous values.


                                     Reporting Sub Module Name Configuration

   The Reporting Sub Module Name Configuration screen               allows your organization to change the text associated with
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   sub-report types. Instead of having a Vehicle sub-report type, you could alter the name to Cars. The changes reflect on
   all reports. Again, be sure to click Update Changes if you wish to save the changes.



                                           Property Location Configuration

   This screen allows your organization to define storage locations for seized or held property. These values are based on
   the selected property group. Changes are immediate.



                                             Trespass Letter Configuration

   Trespass warning letters issued to trespassers can be modified with this screen. Simply, select a group and enter the
   text of the warning letter.



                                           Location Address Configuration

   If your organization produces reports for external agencies such as local law enforcement, it may be necessary to assign
   a fully-qualified address to a specific location defined in your location hierarchy.

   You may assign these street addresses to locations from the Location Address Configuration screen.

   For any location you have previously defined, you can select the location from the dropdown, and enter a street address
   which will then print on any report.

   These addresses will also print on any historical reports using the same location.



                                                          Other Data

   Your system installs preconfigured with default dictionaries. Dictionaries are lists of certain item types. For instance, an
   AlarmType dictionary defines the types of alarms a user may select when filling out a False Alarm report. You may add
   and change items to these dictionaries as necessary. Items are never deleted, they only become inactive.




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   Dictionary Table Reference

   At install time, your organization receives the dictionary tables populated with default items. It is your task to inspect
   these items and ensure they match appropriately with your organization, and make any adjustments deemed necessary.


        DICTIONARY NAME                        PURPOSE

        Access Level                           List of organization defined security zones a visiting contact may have
                                               access to. Used in Visitor Tracking module. Examples include West Wing,
                                               Maternity, etc.

        Activity Type                          Refers to types of activities that are to be used in Daily Event tracking. If
                                               users are required to specify and record certain tasks, this dictionary gives
                                               them a list of activity types to choose from.



        Alarm Type                             Used in Alarm reports, it describes the particular type of alarm that was
                                               triggered… Fire, Smoke, Motion Detector, etc.


        Contact Type                           Lists types of contacts available to define an entity. See Configuring
                                               Contacts.

        Direction                              Lists common directions related to street addresses… North, South, East,
                                               Southeast, etc.

        Distinguishing Feature                 Lists types of bodily features used to identify a person… tattoos, scars, etc.


        Eyecolor                               Lists commonly accepted eye colors


        Gender                                 Lists commonly accepted genders


        Haircolor                              Lists commonly accepted hair colors


        Hate CrimeType                         Refers to types of hate crimes... race, sexual, etc.


        ID Number Type                         Refers to auxiliary identification numbers that may be used in further
                                               identifying a contact. Example types are social security, student id, etc.


        Injury Status                          Used to describe varying levels of injury severity for a contact.


        Known Associate Type                   Types of relations to a contact. Examples are relative, gang member, etc.


        Lighting                               Refers to types of lighting found in most environments. Used in Employee
                                               Injury reports. Examples include incandescent, fluorescent, natural, etc.


        Offender Force                         List of possible uses of force an offending person may use on others.


        Other Name Type                        Lists commonly accepted types of names. Examples include nicknames,
                                               aliases, etc.




                                                                 24

Phone (414) 481-3200           Website: www.report-software.com                      Email: support@report-software.com
       Phone Type                      List commonly used communication types referred to as phone
                                       communication. Cellular, home, work, temporary, student, etc.


       Plate Type                      Lists commonly accepted types of vehicle plates an issuing authority may
                                       offer. Examples includes Veteran’s plates, bicentennial plates, etc.

       Property Category               List of commonly accepted conditions of property an organization describes.
                                       Used in describing property in reports, and lost/found property. Examples
                                       include lost, damaged, seized, found.
       Property Location               List of all property storage areas within an organization. Includes vaults,
                                       bins, etc.
       Property Type                   Lists classifications of property an organization uses to generalize types of
                                       property. Used in describing property in reports, and lost/found property.
                                       Examples include vehicles, bicycles, personal items (wallets, jewelry), etc.
       Race                            List of commonly accepted divisions of race.


       Street Type                     Lists of commonly used types of travel mediums. Examples include road,
                                       street, avenue, boulevard, etc.


       Structure Type                  List of commonly accepted definitions of building structures. Used in
                                       Employee Injury reports.



       Surface Type                    Lists primary elements a walking surface may be composed of. Examples
                                       include concrete, wooden, etc.



       Training                        A list of types of employee training the organization classifies in separate
                                       categories. Used in Employee Training reports. Examples include gun
                                       training, fire training, etc



       Vehicle Color                   List of commonly accepted definitions of vehicle color


       Vehicle Make                    List of most common vehicle manufacturers worldwide


       Vehicle Style                   List of commonly accepted definitions of styles of vehicles. Examples
                                       include 2-door Sedan, Bus, commercial airline, etc.


       Visitor ID Type                 Refers to auxiliary identification numbers that may be used in further
                                       identifying a visiting contact. Used in Visitor tracking. Example types are
                                       social security, student id, state id, etc.


       Weather Type                    Lists of commonly accepted definitions of weather conditions. Used in
                                       Employee Injury Reports.




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Phone (414) 481-3200       Website: www.report-software.com                  Email: support@report-software.com

								
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