OrgPublisher Getting Started Guide
Contents
1. PeopleFluent OrgPublsher 11 Automatic Organizational Charting and Workforce Reporting Registered to aquire PeopleFluent OrgPublisher Getting Started ORGPUBLISHER GETTING STARTED GUIDE How to Use This Guide This guide will help you quickly become familiar with the basic capabilities of OrgPublisher By reviewing the five main sections of this guide you will learn the key concepts that will help you to get the most out of your initial OrgPublisher experience You can follow this guide chronologically or you can link to a specific topic listed below Topics include Product Overview Installation Exploring the Samples Creating Your First Chart Getting Additional Help Product Overview OrgPublisher is offered as an on premise application or a hosted option OrgPublisher delivers web based robust org charting tools visual workforce reports self service analytics and powerful organizational modeling and succession planning tools To best understand OrgPublisher let s first analyze what the product can do Core Org Charting Capabilities e Prebuilt Reports provide chart designs based on your selection for the type of data you want to emphasize in your chart This option requires that your data conform to the Universal File Layout e Automated Org Charting draws charts automatically based on your data Charts can be set to refresh automatically e Intelligent charting options provide robust support for multi2. OrgPublisher or you can contact Product Support Aquire prides itself with the high quality Customer Support supplied for both evaluators and owners of the product Complimentary support services are available during the first 30 days after purchase Complimentary support Defined as e Helping you locate documentation you need to answer your questions e Assistance in documenting feature requests and alternative solutions e Help in resolving product setup and OrgPublisher messages e Assistance in scheduling training and consulting services PeopleFluent OrgPublisher Getting Started Online Demonstration If you are just starting your evaluation you can contact Sales at sales aquire com for a product overview to provide you a quick demonstration of OrgPublisher functionality OrgPublisher Support is available 8 00 AM 6 00 PM CST Call toll free US and Canada 888 ORG CHART 888 674 2427 or 214 574 5020 You can also email Product Support at support aquire com Thank You We appreciate your interest in OrgPublisher and hope that this guide has been helpful PeopleFluent OrgPublisher Getting Started
3. the sub folder containing files to support the creation of PDF documents e C Program Files OrgPubX samples the sub folder containing the sample charts e C Program Files OrgPubX SAP the sub folder containing documentation and files associated with OrgPublisher for SAP solutions this folder may not be included with your installation if you did not specify SAP as your data source PeopleFluent OrgPublisher Getting Started e C Program Files OrgPubX SearchDictionary the sub folder containing the semantic dictionary files e C Program FilesNOrgPubX Silverlight the sub folder containing files resulting from publishing charts to the XAML cross browser e C Program Files OrgPubX Web the sub folder containing files required to publish charts e C Program Files OrgPubX XML the sub folder containing associated files to create a chart using XML Exploring the Samples We suggest you take a few minutes to review the samples included with the product It is a great way to familiarize yourself with the major areas of the product It may also give you a few ideas on how to use the product within your organization Depending on the width of the screen view you can see the OrgPublisher toolbars in either two or three rows across the top of the org chart window This procedure assumes that you see two rows of toolbars Using Sample Charts 1 Navigate through the charts by using the side or bottom scroll bar a Or by c
4. OrgPublisher operates in either Build Mode 3 Build Mode or View Mode ViewMede You use Build Mode to create edit and reorganize data You use View Mode to format and view charts as they will be seen by your users when published Note When building charts from data remember that any editing of data or hierarchical structure made using Build Mode will be lost when your chart is refreshed Views the user interface within OrgPublisher displays smaller windows called views You can also maximize views displaying less of the chart and more of for instance the individual profile or summary graph The 9 Box Matrix View allows you to compile the top performers and high potential employees in preparation for succession planning The Chart View is the main window and contains the chart components arranged in boxes The Hover Profile allows users to quickly view key custom fields just by letting the cursor hover over a box component The Tree View arranges data hierarchy in an outline format The List View can be used as a telephone listing and includes a Search View that enables end users to search for and save their own groups The Profile View can provide employee job or box profiles containing information you may not want to display in the chart box Side by Side Profiles can be used to build groups in conjunction with the 9 Box Matrix or search results The Filter View formerly the Groups Vie
5. OrgPubX samples folder You view the samples within the desktop based OrgPublisher application which is the main administration console for the product The samples open as an administrator would view them End users typically view them from a web browser where they are able to perform certain tasks such as searching Note To view the samples via web browser please visit the OrgPublisher page of the Web site Sample charts with OrgPublisher include e General ocb The General sample org chart contains styles each one highlighting specific information such as contact information contractors directory listing open positions and more e Management ocb The Management sample org chart contains styles that concentrate on head count and span of control e Planning ocb The Planning sample org chart provides styles with modeling scenarios for salary and head count span of control with performance analysis and talent review e Succession ocb The Succession sample org chart includes styles that demonstrate succession candidates ratings that include potential risk and impact analysis and 9 Box Matrix You can review descriptions of OrgPublisher file types in the OrgPublisher Help File click Help gt User Manual Creating Your First Chart Creating your first chart includes several tasks Getting your data is the first topic discussed in the following sections The second is installing OrgPublisher to your desktop which w
6. andard OrgPublisher field order Click Next Click the Launch the Style Wizard check box to clear it Click Finish OrgPublisher displays a black and white chart with the fields you selected Using Your Data You can create a new chart using the New Chart Wizard 1 Click on the New button m in the upper left corner of the toolbar or select the Run the New Chart Wizard radio button in the OrgPublisher dialog Click OK PeopleFluent OrgPublisher Getting Started Note Note The New Chart Wizard opens to the Welcome dialog Click Next 2 Select the button that matches your data source such as ODBC Database or XML file You can also select Create a blank org chart to create a chart manually 3 Click Next and follow the wizard prompts which vary depending on the type of data source you select 4 Accept the default radio button Use standard OrgPublisher field order Click Next 5 Clear the Launch the Style Wizard check box and click Finish OrgPublisher displays the chart Formatting the Chart The chart opens in the View Mode and you can format it before Publishing the Chart OrgPublisher provides many formatting options including powerful advanced box layout options For this example we will cover just basic formatting The Style Wizard automatically performs many formatting functions such as box shapes and color When working with a chart built from data you should not manually edit data unless you sa
7. any levels to display in the chart You can even show or hide components only for selected groups that you may create later 6 Click the Chart Legend Properties button to review or create a legend to describe icons used in your chart 7 Click the Zoom to point button in the lower center of the toolbar and then click on a box in the chart This brings the selected box to the center of the chart for better viewing Click the Go to top of displayed chart button in the lower left hand corder of the toolbar to return to the top box of the displayed hierarchy 8 Quickly format the chart by changing the background color for gu instance by clicking the Change color button in the far right side of the toolbar When the color grid displays click on a color box The color grid closes and the chart background color changes 9 Open a new chart by clicking on the Open button or you can create a new chart by clicking on the New button m in the far left side of the toolbar OrgPublisher prompts you to save the current chart You can click Yes to save or No to discard the changes made PeopleFluent OrgPublisher Getting Started 10 Search a chart to locate a person or to create a group based on matching criteria Click the Search button in the main toolbar Note You can access sample charts at any time while using OrgPublisher by clicking the Open button Les in the left hand side of the toolbar and browsing to the C Program Files
8. as discussed earlier in this document Another task is Formatting the Chart before you publish it This document will show you a quick way to accomplish these last two items PeopleFluent OrgPublisher Getting Started Note When building a chart from data you will lose the changes when the chart is refreshed unless you save the edited chart To successfully build org charts automatically from your human resource data it is helpful if you have an understanding of how your company stores reporting relationships database tables and fields These relationships can be tracked by employee ID or position management using position codes Knowledge of Microsoft Windows applications various data file types is also very helpful You can create a chart from virtually any data source Follow these links for tutorials on how to Create a chart using Prebuilt Reports found in the OrgPublisher Help File click Help User Manual Charts can be created from several formats Details for all can be found in the OrgPublisher Help File e Text file e ODBC file e Multiple data sources e XML file e Oracle HMS via ODBC e PeopleSoft HCM via ODBC e OrgPublisher for SAP solutions PeopleFluent provides an SAP data extractor Transports and documentation are located in the C Program Files OrgPubX SAP folder If you do not have access to your database or do not feel experienced enough to properly manipulate your data you can
9. com mail address to your email address book to prevent capture by spam filters If problems occur while installing OrgPublisher please contact Product Support 1 If a previous version of OrgPublisher exists on the same machine it is recommended that you uninstall it 2 Access the OrgPublisher download page noted above and follow the instructions in the installation wizard 3 Follow the dialog prompts to enter your license key registered company name user name and user company PeopleFluent OrgPublisher Getting Started 4 Select the OrgPublisher application radio button The OrgPublisher Custom Install is not used for this demonstration and requires prior setup on the server 5 Click Next and accept the defaults for the rest of the dialogs Note An OrgPublisher folder is created in the Program Files folder in your local C drive C Program FilesVOrgPubx In addition the OrgPublisher folder contains several sub folders 6 Once installation is complete accept the default of Launch OrgPublisher now and click Finish The OrgPublisher application opens and displays a list of sample charts if you wish to review them What do you wantto do Create a blank arg chart Run the New Chart Wizard Open an existing arg chart More files AFPragram Files ob OrgPub11 Samples General och CAProgram Files xaB OragPubl oamplesi Managementoch CAPragram Files ob OrgFub1 TiSamplessPlanning acb CAPragram Files xeabhyo
10. de of the toolbar 5 When the Format dialog opens to the Boxes tab click on the box shape in the Value column 6 From the drop down list of box shapes select the shape you want Click OK The chart displays the boxes in the selected shape 7 You can proceed to Publishing the Chart now Publishing the Chart There are several formats you can choose when publishing your chart as well as many different end user options For this example we ll choose the format most frequently used by our customers PluginX with fully functioning end user options Now that you have created your org chart you complete the process by publishing the chart or a portion of a chart on your company intranet or shared drive This enables end users to view your org chart interactively In order to publish a chart you must know which publishing option you will use for instance a graphic PDF OrgPublisher PluginX HTML EChart rich or thin client or if you have OrgPublisher Executive publish to Apple iPad mobile digital device The format depends on the browser available to your users and whether or not you want to or can install plug ins PeopleFluent OrgPublisher Getting Started Note See the Apple store if you are interested in publishing employee data to iPad using OrgPublisher Premier Publishing as a PluginX or EChart rich client provides the richest end user interface and requires the installation of a browser based active x cont
11. e flexibility to display workforce information including succession planning EEOC analysis skills inventory compliance reporting etc e Integrated corporate directories can be automatically created and distributed for simple access across the enterprise Note In addition you can review the New OrgPublisher Features topic in the application help file for more product features Select Help from the main menu the User manual Primary Roles in OrgPublisher Now that you understand what OrgPublisher can do let s focus on the gt three different types of OrgPublisher users and how they typically work with the software e Administrators create format secure and publish various types of charts reports and directories The OrgPublisher application is typically installed on the chart administrator s PC for this purpose A Web Administration console a secured server install that can be accessed the same as any web page from any PC is also available for distributed administration PeopleFluent OrgPublisher Getting Started e End Users access the published charts reports and directories using web based viewing solutions such as your company intranet or off line options such as Adobe PDF Microsoft PowerPoint or Microsoft Excel Key Elements Before we install the software let s review the various modes and views in OrgPublisher e Build Mode vs View Mode If you are an administrator you ll need to be aware of this
12. follow the Using Sample Data procedure below Using Sample Data A Microsoft Access database is included with OrgPublisher You can utilize this sample database if Access is installed on your PC or you can move on to the next section to create a chart Using Your Data Once you have imported data you should map the fields to match the OrgPublisher input file layout In addition to standard fields such as PeopleFluent OrgPublisher Getting Started name department and position you can map custom fields to capture pertinent data you track in your data source This example will map data for just a few fields 1 2 10 Open OrgPublisher When the OrgPublisher list of files dialog opens select the Run the New Chart Wizard radio button Click OK The New Chart Wizard opens Select the Organizational chart check box Click Next The Select a data source dialog opens Select the ODBC database button Click Next The ODBC Database dialog opens Click the down arrow and select the MS Access Database option Click Next The Select Database dialog opens Browse to the C Program Files OrgPubX samples folder Select the PacificEastern mdb file Click OK Under the Select a database table view or query radio button click the down arrow and select the PacificEastern option Click Next The Data preview dialog opens Verify that the data is what you expect then click Next Accept the default radio button Use st
13. if you also chose to publish a Chart with directory to your published chart Click the link to preview the chart PeopleFluent OrgPublisher Getting Started Publishing completed successtully for Pacific Eastermz3 The published chart can be previewed with the following link file A IserexyanettessDacumentsyhy Charts Pacitic Eastermz 3 htm Figure 3 PeopleFluent OrgPublisher Getting Started Getting Additional Help You can obtain additional details about OrgPublisher functions technical information or answers to your questions by utilizing the following resources Online Knowledge Base The PeopleFluent Workforce Planning and Analytics web pages contain a vast collection of tutorials implementation documents and general information concerning OrgPublisher and other products Click Support Customer Care Center in the main menu to open the Product Support page From this page you can access the Customer Care Center as well as Automation which gives you access to APIs and sample code if you need to customize OrgPublisher Connector tools which help you connect directly to your data source such as PeopleSoft Oracle HR etc User Manual and Application Help The OrgPublisher application contains a detailed web enabled User Manual accessed by clicking Help in the menu and selecting User Manual In addition the User Manual is available in Acrobat Adobe PDF format and is located on the media device by which you received
14. licking one of the drill buttons b al 2 Use buttons in the lower right side of the toolbar to open additional views such as the Profile View or Styles View j Click the buttons again to close the views Click the push pin in the upper right hand corner of the Styles View to keep the view open while you work in the chart You can also access the Styles View by clicking on the current style name in the left hand corner of the Chart View or by clicking a tab Org Chartwith Photos Org Chartwith Profile Printing Figure 2 PeopleFluent OrgPublisher Getting Started 3 To edit the data you must click the Build Mode ExildMode button in the center of the toolbar Normally formatting the chart is done using View Mode L Vew Mode Once in Build Mode you can see additional information in each box This demonstrates how you can gather data from many areas yet display only what you want your end users to see However any manual editing to hierarchical data is lost the next time the chart is refreshed 4 You can view a simple reporting structure hierarchy from within the chart by selecting a chart box and clicking the Chain of Command button el 5 You can show or hide information in the chart by clicking the Show hide chart components button in the far right hand corner of the toolbar This opens the Show Hide Chart Components dialog where you can expand the table and select fields to hide or choose how m
15. ple reporting relationships including person to person position to position and matrix indirect reporting relationships e Configurable styles allow different views using the same source of information for example open positions can be viewed as job postings You can also show or hide different types of information in a PeopleFluent OrgPublisher Getting Started view that focuses on head counts or you can create a view that displays military information In addition you can use tabs in the style bar to display names of available styles e Innovative OrgHistory archiving and chart comparison capabilities deliver unique organizational auditing abilities e Flexible printing capabilities offer extremely adaptable and powerful printing options including wall chart and book style printing e Seamless integration transfers information to Microsoft PowerPoint Microsoft Excel and Adobe Acrobat PDF e Numerous browser based viewing and administration options include thin client zero client install and rich client active x plug in Innovative Analysis and Modeling Features e Self service search and reporting capabilities provide users with access to predefined queries along with powerful ad hoc search tools e Workforce analytics are delivered with an integrated summary engine to help tabulate organizational statistics and display in bar graph or pie chart format e Extensive formatting capabilities provides the ultimat
16. rgPubl Tsamplesysuccessian ach Open chart for formatting only Figure 1 Your installation was successful PeopleFluent OrgPublisher Getting Started Note Congratulations Now you are ready to review some of the samples installed with OrgPublisher Explanation of the OrgPublisher directory structure X in the following folder names indicates the OrgPublisher version number OrgPublisher is installed to Program Files folder on your local drive e C Program Files OrgPubX the OrgPublisher folder containing all application files and sub folders e eC Program Files OrgPubX assets the sub folder containing files and graphics used with succession planning e C Program Files OrgPubX ChartImages the sub folder containing images used when publishing to EChart thin client e C Program FilesNOrgPubX css the sub folder containing cascading style sheets for thin client publishing e C Program Files OrgPubX images the sub folder containing photos used in the sample charts e C Program Files OrgPubX install the sub folder containing VBScript files e eC Program Files OrgPubX Microsoft VC80 CRT the sub folder containing supporting Microsoft files e C Program Files OrgPubX OPE the sub folder containing files used when you are working with OrgPublisher Executive for iPad this folder may not be included with your installation if you did not purchase OrgPublisher Executive e eC Program Files OrgPubX PDF
17. rol The following exercise requires the OrgPublisher PluginX be installed on your PC 1 Click the Publish button in the upper left hand side of the toolbar to open the Publishing Wizard 2 Select the Express Mode ratio button Click Next 3 Select the type of express publishing you want Options include Chart Publishes a chart that can be viewed with Internet Explorer Chart with directory Publishes a chart that includes a directory view telephone list of the organization PDF Publishes a chart to a PDF document 4 Accept the default Name of chart for your published chart The name can be the same as the chart name and does not need to include publishing information The name must however be unique and cannot contain any special characters such as slashes or colons asterisks question marks quotation marks and greater than or less than symbols or The publishing definition name can be up to 255 characters Click Next 5 Accept the default Location or Browse to the location to save your chart file For test purposes this location can be your local C drive Click Next OrgPublisher checks for invalid characters in this step and when you click Finish Invalid characters are replaced with a dash A message displays at the end of the wizard and you can change the chart name to avoid the dashes 6 Click Finish The Publishing Summary message displays the link or links
18. ve it as an OCP or text file because the next time you update the chart all your changes will be overwritten When you work with the OCP file however you cannot refresh your data from your data source Selecting a Chart Design Template 1 Click the Chart Design Templates button Cu in the format toolbar The Chart Design Templates dialog opens 2 Click on the design sample that best resembles what you want your chart to look like You will lose all previous formatting when you accept a chart design template 3 Click OK or Cancel 4 Work with the chart design or click the Chart Design Templates button again to choose another preformatted design PeopleFluent OrgPublisher Getting Started Selecting Individual Format Options 1 Click inside the chart background area then click on the Change color button in the far right side of the toolbar 2 Select a color from the color grid The background of the chart reflects that color change 3 If you want to change the color of the chart boxes click inside the top box and select a color from the grid This changes the color in all boxes in the chart Note Boxes are formatted by position type You can format boxes for all position types or select a specific type such as manager For this example we will format all position types 4 If you want to change the shape of the chart boxes click inside the top box in the chart Click on the Format box button EJ in the far right si
19. w lists all groups in the current style The Summary View provides totals and calculated summary totals by position type and group PeopleFluent OrgPublisher Getting Started Workforce Analysis Graphs part of the Summary View allow you to present your data as pie charts horizontal bar charts or vertical bar charts The Styles View E displays a list of available styles within the current chart You can also use tabs to display style names Now that you ve covered this material you are ready to install OrgPublisher Installation Note Server System Requirements Before installing OrgPublisher verify that you meet the minimum requirements for publishing and viewing a chart See the System Requirements web page if you plan to create and publish charts other than the basic sample in this document If you plan to publish extremely large charts or schedule charts to automatically publish verify that Microsoft Task Scheduler included in Internet Explorer 4 0 and later is installed on your PC If you want your published charts to be interactive and searchable install OrgPublisher PluginX Netscape users must determine the MIME type Installing OrgPublisher The activation key required to install OrgPublisher is included in the email you receive when you download the product from the Aquire web site Copy the activation key to your clipboard before starting the installation You may have to add the downloads aquire
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