Guide to Functionality Enhancements

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Guide to Functionality Enhancements Powered By Docstoc
					Guide to Functionality Enhancements
CMS 1.5.x – 1.6.11
Create and share reports by organization

Previously, the only
way to save a report
was to bookmark it.
Unfortunately, this
meant that there was
no way to share reports
with other users. When
a user clicked on the
reports tab it showed
all of the reporting
options in the left
navigation pane.

                                           Figure 1: The reports tab didn’t allow you to save reports

In CMS 1.6, users can
create and share
reports by organization.
There is a new
permission that is given
to groups that allows
them to do this.

The saved reports are
listed in a tree structure
in the navigation pane
on the left. To create a
new report, all you
have to do is click on                          Figure 2: The new reports tab allows saving reports
the new report button
or right-click on the
tree structure and a
dialog box pops up with
all of the reporting
options that were
previously displayed on
the left.
Change weighting to display in percentages on all normal display screens

Relative weighting is used in CMS
because if you manually typed in
the weighting percentage it is very
difficult to add new nodes and
manually calculate the weightings
of the new node's siblings.
Unfortunately, this makes things
more confusing for end users
because a node's relative weighting
must be viewed in the context of its
siblings to determine its real value.

                                                                              Figure 3: Relative weighting is shown

The application now displays all
weightings as percentages on all of
the non-administrator screens.

                                                                           Figure 4: Percentage weighting is shown
Change weighting modification to edit all siblings at once

In earlier versions of CMS,
scorecard node weighting was
edited along with the rest of the
scorecard node.

                                                                Figure 5: Weighting being edited with scorecard node

Weighting manipulation now
has its own dialog rather than
being lumped into scorecard
node modification. This allows
all siblings' weighting to be
modified on the same screen at
the same time, which is faster
and allows you to see all siblings
when editing weighting. Each
node’s percentage weighting is
calculated in real time as you
type in the relative weighting.

                                                   Figure 6: All sibling nodes’ weighting being edited at the same time

Create a help link

There is now a help link in the upper right-
hand corner. This brings up a dialog box that
allows users to download various help
documentation documents.

                                                                Figure 7: New help link in the upper right-hand corner
Ability to specify relative dates in report writer

Previously, users could only
select specific dates in the
report writer. This worked well
for the short term, but saved
reports had to be constantly
modified to show the latest

                                                     Figure 8: Only specific calendar periods could be selected

CMS 1.6 includes the ability to
write reports with relative
calendar periods. This allows
users to write a report once and
then use it over time without
modifying it to check their
current performance.

                                                      Figure 9: Relative dates can now be selected in CMS 1.6
Ability to assign Owners and Updaters to specific nodes as they are created

Because owners and updaters
are usually added all at once
under administration, users
sometimes forget to add
owners and updaters to new
scorecard nodes as the nodes
are being created.

                                                       Figure 10: No easy way to export to add owners and updaters

There is now a “Save and Add
Owners” button at the
bottom of the dialog box.

                                                                     Figure 11: New “Save and Add Owners” button
Show all tabs in "Change Tabs" dropdown

When the browser
window isn't wide
enough to show all of
the tabs, it collapses
the tabs and instead
shows a "change tabs"
tab. When clicked, this                                                        Figure 12: The old change tab menu
tab drops down a list of
all tabs that the user
can choose from. In the
past, the bookmarks
tab and the current tab
weren't displayed in
this list.

In CMS 1.6, both the
bookmarks and the
currently selected tab
are displayed, making
the list much less

                                                    Figure 13: The new change tabs menu with all of the tabs listed

Break out data formatting configuration into own section under admin tab

Previously, there were
many data formatting
configuration options
throughout the
configuration section
under admin. In CMS
1.6, they are now all
grouped together in
their own area.

                                                Figure 14: New data format section under application configuration
Report Writer: Sort by scorecard hierarchy ordering

Users have wanted to see the
custom report results
displayed with colors and
values drawn out just like
their scorecard structure, but
the default sort order is by
scorecard node id.

There is now a “sort by
scorecard hierarchy ordering”
link in report writer.

                                                                   Figure 15: Sort by scorecard ordering link

Print & Export from popup dialogs

Previously there was no way to
export or print the contents of
popup dialog boxes. There are
now “send page to…” links on
all popup boxes that contain
scorecard node data.

                                                      Figure 16: “Send page to…” button in popup dialog box
Clean up scorecard node right-click menu

The old right click menu for scorecard nodes
wasn’t as organized as it could have been.

The new right click menu is much more clean
and efficient, with common tasks grouped

                                                                Figure 17: an organized right click menu in 1.6

Add currency type to currency metrics

The application used to show
currency based on the browser
locale. This was fine if everyone
using the application had American
English as their default browser
language, but if the user’s browser
was configured differently, $50
could have shown up as $50 Euros.

In CMS 1.6 all denominations are in
dollars, regardless of the users’              Figure 18: CMS 1.6 now shows all currency metrics in US dollars
browser configurations.
Set decimal precision for each metric

Although previous versions of CMS
allowed administrators to change the
global metric precision, there was no
way to set a metric’s precision

In CMS 1.6, local administrators can
now specify how many digits of
decimal precision will be displayed
for each metric.

                                              Figure 19: CMS 1.6 allows metrics to have different precisions

Hide period selector for bookmarked reports

Previously, the calendar selector was
always displayed on the reports tab.
This was confusing for reports where the
calendar selector was not applicable,
such as the Report Writer

                                                        Figure 20: Calendar selector on the Bookmarks tab

In CMS 1.6, the calendar selector is only
displayed on the Bookmarks tab when it
makes sense for it to be there.

                                              Figure 21: Calendar selector omitted from the Bookmarks tab
Differentiate organizations that have data

In CMS 1.6, users can easily tell which organization nodes
have data available by looking at the organization node
selector. Organization nodes that do not have data are
shown with a gray icon. In this example, Franklin
Laboratory, California MFG Plant, Minnesota
Manufacturing Department and Minnesota Maintenance
Department all have scorecards while UCSF, MNC-Temp,
and GP-Temp do not.

                                                             Figure 22: Organization node selector in CMS 1.6.1
Allow executive view to be default scorecard page

In CMS 1.6, the default
scorecard page can be
set to the executive

                                  Figure 23: New Default Scorecard Page option available in Application Configuration
Prevent deletion of images that are in use

CMS 1.6 prevents the
deletion of images
that are already in use
in the application. In
this example, the
“65RRC / 166 MSE
Strategy Map”
background image
cannot be deleted
because it is in use by
the 65RRC / 166 MSE
Strategy Map and also
because this image
has been set as the
image used on the
Home Dashboard.

                                             Figure 24: Cannot Delete Image dialog box
Remove "Scores Over Time" and "Metric Values Over Time" titles from trend indicator popups

On the executive view there are
popups that show the trend of metric
values and scorecard node scores over
time. Previously, these popups had
redundant titles (e.g. “Scores Over

                                                     Figure 25: Scores Over Time accessed from the executive view
In CMS 1.6.1, the titles of the charts
have been changed to the scorecard
node’s name. This is more informative
than the old, redundant titles.

                                         Figure 26: Scores Over Time in CMS 1.6.1
Asynchronous deletions

Previously, the system would
hang while a delete was
processing. Now, the delete is
performed in the background
so the user can continue
working. Now a confirmation
                                                                         Figure 27: Delete Request Confirmation dialog box
box is displayed instantly
when a user chooses to delete
an item.

Configuration Option for username display and sorting

For CMS 1.6.2, two new Data Format configuration options are available that handle the way users’ names are displayed
and how they may be sorted in the application.

The display format option sets how the application displays users’ names wherever they appear within the application.

The sort order option determines how users’ names are sorted in CMS. For example, in Figure 28, the option is set to “Last
Name,” which means users’ names are sorted in alphabetical order based on user’s last names. The default option is by
“Last Name”

                                                  Figure 28: User name display format and sort order options in CMS 1.6.11
Make all exports compatible with Office 2007, and not require an Internet connection

Not only are the Microsoft
Office exports from CMS
compliant with Office 2007, but
you can also view images in the
exports (i.e. strategy maps)
without an Internet
connection. Additionally, you
have the ability to export to an
Adobe Acrobat file.

                                       Figure 29: Exports are now compatible with Office 2007 and also export to PDF

Add 508 compliance for data entry and retrieval

Data entry
through the
Update My
Metrics form, as
well as data
retrieval via the
Report Writer, is
now 508

                                                                     Figure 30: Scorecard Node colors written in text
Scorecard | Metrics: Change label of goal column

The Scorecard -> Metrics
screen used to have a
column titled “Goal.” The
“Goal” for a metric,
however, can vary from
month to month. For this
reason, the column now has
a title that describes the
period for which the goal is

                               Figure 31: The new title specifies that the stated goal in this report is accurate for July 2008.

Add “Titles” for users

“Titles” (e.g. Mr.,
Mrs., military
rank, etc.) can
now be added for
users and will
display with their
name in CMS.

                                                            Figure 32: User titles display on the screen with the user’s name
Exports: repeat column headers

When exporting a report
to MS Word, the column
titles used to only
appear on the first page
of the document. These
titles now appear on all
pages of output for not
only MS Office exports,
but also Adobe Acrobat.

                                                          Figure 33: MS Word export of Scorecard->Metrics screen.

Remove organization name from executive view when viewing the same organization

On the Executive View,
the associated
organization node name
used to appear next to
every scorecard node
name, however, this was
slightly redundant. It is
only necessary to display
the organization node
name for scorecard
nodes that reside in a
different organization
(e.g. linked nodes).

                                    Figure 34: Organization node name appears for linked nodes only on this screen.
Standardize name for downloads

An enhancement that may seem transparent to the user…image names on the Scorecard Navigation, as well as the Strategy
Maps tab were previously based off the object that you were viewing. For example, a strategy map named “Army Material
Command Strategy Map” would have built a strategy map using an image name similar to
Army_Material_Command_Strategy_Map.png. However, some computer systems do not like to return images with
reserved words for computer systems (i.e. “Command”) in their title. Thus, this enhancement was necessary to circumvent
that issue.

Enhance security for DB-to-DB metric value imports

CMS has the ability to accept data from remote databases. Enhanced security is now available on the Database
Connections screen, when you edit an existing database connection for an Import Only database. A specific metric updater
can be “associated” with a particular Import Only database, so that any data that comes through this connection must first
go through the permissions of the associated user. If the associated user has “update” permissions for the intended metric,
then the import will successfully process. If the user does not have the correct permissions, then the import fails. This is an
optional constraint that is put into place to ensure that Import Only databases are only updating metrics that they are
expected to be updating.

Drag and Drop for strategy maps

Although everything else in the application is moved around with drag and drop, strategy maps were not and had to be
arranged by right-clicking and selecting “move up” or “move down.” They are now drag and drop like everything else in the

Add very strong encryption to the application

There are several areas in the application where we store encrypted passwords, including database and email server
connection information. CMS previously encrypted this information using the encryption libraries built into Java. CMS now
uses very strong encryption for these passwords through an external DLL for FIPS 140-2 certified AES 256 encryption.

Require software activation

Part of the installation process now requires the software to be activated. The server generates a question key, and Spider
Strategies generates an answer key.

Default aggregation types

Most metrics have sum as a default aggregation type, but percentage metrics should have average. CMS now changes the
aggregation type to match the data type by default, which should help reduce mistakes when creating metrics.
Audit user login

Previous versions of CMS wrote audit information to a table in the application database whenever scorecard structure was
modified. CMS 1.6 now also writes audit information about every user login so that use of the application can be tracked.

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