iSolve Client
User’s Guide
(Updated for Version 8.0.0)
65 Yigal Alon St.
Tel-Aviv, Israel 67433
Phone: +972.3.561.5190
Fax:
+972.3.561.5189
Email: support@softlibsw.com
Copyright © 2006-11 by Softlib Ltd. All rights reserved.
This document contains proprietary information and is the sole property of Softlib Ltd. It may only be used by the persons and for the
purposes intended by its owner. Neither this document as a whole or any portion thereof may disclosed, reproduced, copied, or
transferred, whether by mechanical or electronic means, without the express prior written consent of its owner.
All the trademarks and registered names mentioned within the body of this document are the sole property of their respective owners.
Neither this document as a whole nor any portion therein shall be in any way construed as to constitute in any manner an obligation,
commitment or liability towards any party whatsoever.
Table of Contents
Introduction ........................................................................................................................................................5
Audience and Contents .................................................................................................................................................. 5
Reference Manuals ........................................................................................................................................................ 5
System Overview .......................................................................................................................................................... 5
iSolve Suite of Applications...................................................................................................................................... 5
iSolve Client Web Application .................................................................................................................................. 7
List of Conventions ....................................................................................................................................................... 8
iSolve Glossary ............................................................................................................................................................. 8
Getting Started ..................................................................................................................................................10
PC Station Prerequisites ............................................................................................................................................... 10
Logging In .................................................................................................................................................................. 10
Client GUI Basics ....................................................................................................................................................... 11
GUI Elements ....................................................................................................................................................... 11
Search Results Tab ........................................................................................................................................... 12
Browse Tab ..................................................................................................................................................... 14
My Library Tab ............................................................................................................................................... 15
My Library Tab ............................................................................................................................................... 15
Common Tools ...................................................................................................................................................... 15
Toolbar ........................................................................................................................................................... 16
Library Selection ............................................................................................................................................. 17
Search Box ...................................................................................................................................................... 17
Tool tips.......................................................................................................................................................... 18
Buttons ........................................................................................................................................................... 19
Hotkeys .......................................................................................................................................................... 19
Operations .........................................................................................................................................................20
Searching Data in the Library ....................................................................................................................................... 20
Quick Search ......................................................................................................................................................... 20
Advanced Search ................................................................................................................................................... 22
Handling Search Results ......................................................................................................................................... 24
Browsing Through the Library...................................................................................................................................... 25
Adding Infobits and remarks to the library ..................................................................................................................... 28
Infobits ................................................................................................................................................................. 28
Remarks ............................................................................................................................................................... 31
Using the User’s Favorites ........................................................................................................................................... 32
Using the Client’s Resources ........................................................................................................................................ 35
Using the widgets panel ..................................................................................................Error! Bookmark not defined.
Technical Support .............................................................................................................................................38
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Table of Contents
List of Figures
Figure 1:
Figure 2:
Figure 3:
Figure 4:
Figure 5:
Figure 7:
Figure 8:
Figure 9:
Figure 10:
Figure 11:
Figure 12:
Figure 13:
Figure 14:
Figure 15:
Figure 16:
Figure 16:
Figure 19:
Figure 23:
iSolve System Layout ......................................................................................................................................... 6
Manual Log In ................................................................................................................................................. 10
iSolve Client Opening Window ......................................................................................................................... 11
Search Tab ...................................................................................................................................................... 13
Browse Tab ..................................................................................................................................................... 14
My Library Tab ............................................................................................................................................... 15
Quick Search Query and Results ........................................................................................................................ 22
Advanced Search Query ................................................................................................................................... 22
Adobe Acrobat File of Book in iSolve Library .................................................................................................... 25
Bookmark Panel Page....................................................................................................................................... 25
Browse Tab - Vendors ...................................................................................................................................... 26
Browse Tab - Vendor’s Shelves, Sub-shelves, Books ........................................................................................... 27
Selecting Favorite Books .................................................................................................................................. 28
My Library Tab ............................................................................................................................................... 33
Browse Tab – Web Resources ........................................................................................................................... 35
List of Resource Messages ................................................................................................................................ 36
Reading a Resource Message ............................................................................................................................ 37
Searched Term as Indicated in a Web Message ................................................................................................... 37
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Introduction
Audience and Contents
This User’s Guide is intended for IT professionals and IT Library Managers, who should be familiar with
Web applications and MS Windows terms and practices.
The Guide provides the getting started and operation procedures of the iSolve Client Web application. The
Guide consists of the following chapters:
Chapter Heading
Contents
1
Introduction
Reference manuals, an overview of the iSolve System, and the Guide
conventions and glossary.
2
Getting Started
PC station prerequisites, the login procedure and the GUI basics of the
iSolve Client Web Application.
3
Operations
4
Technical Support
Searching procedures for information in the Vendors’ documentation and
optionally in the Users’ internal documentation
Browsing procedures through documents as above or Web resources
(newsgroups, forums, etc.)
Managing a shelf of favorite books
Who to call on for solving problems.
Reference Manuals
The following documents are also part of the user documentation for the iSolve suite of applications:
[1] iSolve Companion User’s Guide
[2] iSolve Server Manager User’s Guide
[3] iSolve InteDoc User’s Guide
System Overview
This section covers the following topics:
iSolve suite of applications
iSolve Client Web application
iSolve Suite of Applications
The iSolve suite of applications provides access to a centralized library, automatically organizes, maintains
and delivers relevant IT technical information, and supports most of the IT industry and Vendors’ standard
formats (Adobe Acrobat, IBM Book Manager, etc.).
A schematic layout of the iSolve System is shown in
iSolve Version 8.0.0, Page 5
Introduction
Figure 1.
Figure 1:
iSolve System Layout
The iSolve Client application allows IT professionals to intuitively and quickly search and retrieve Vendors’
documentation, Company’s internal documentation or information from Web resources (newsgroups,
forums, etc.). The users can also use the application browsing capabilities to easily find information in these
sources.
The iSolve Companion launches the Client application and enhances its functionality by “listening” to
hotkeys, opening books and highlighting search terms in opened books. For details, see User’s Guide [1].
The iSolve Server Manager provides the necessary tools for adding entities (users, libraries, etc.) to the
iSolve system, configuring the iSolve Server, and updating the library with the latest revisions of the
documents. For details, see User’s Guide [2].
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Introduction
The iSolve Internal Documentation (InterDoc) Manager is designed to efficiently create a package of
shelves and books to be included in an iSolve IT Library and manage a list of such internal documentation
projects. Paired with the Client application, it provides a comprehensive solution for retrieving information
from the Company’s IT resources. For details, see User’s Guide [3].
iSolve Client Web Application
The iSolve Client Web application is designed for organizations that need to cope with large amounts of
information of various suppliers and formats. It relies on the library consisting of the Vendors’
documentation, the Company’s internal information and the Web resources - all available over the
organizational Intranet.
The library is based on a hierarchical structure of shelves and categories. The internal documentation
(InterDoc) contents are available only if such documentation had been properly published and indexed by the
IT Library Manager.
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Introduction
The functions of the Client application are:
Function
Used to
Search
Search a term, a Boolean expression of terms or a phrase in the entire or part of the IT
Library; the search process is optionally refined by filtering parameters and the search
results present links to relevant documents.
Browse
Browse through the drop-down tree structure of the Vendors documentation and Web
resources to a desired information.
My Library
Create and maintain shelves for favorite information in a drop-down tree structure.
List of Conventions
Some typographic conventions are obeyed throughout this Guide as follows:
Typeface
Usage
Examples
Italic
Term in the iSolve Glossary
iSolve Companion, HTML
+ote text
Note, paragraph indirectly related to a
procedure
ote
For a complete list of book types and file
formats, refer to Handling Search
Results.
Bold
GUI item names
Search tab, Book Format field, Add to
Favorites button
<CAP>
Hotkeys, keys in general
CTRL+F12, CTRL+F
Type Text
Default field value or typed-in text
\Temp\iSolveTempBooks\
Operation Link
GUI operation link
Open Book, Advanced Search
hyperlink
Link to Guide sections or Internet site
Handling Search Results,
www.softlib.co.il
iSolve Glossary
Term
Description
ALU
Automatic Library Updates, iSolve Server’s capability to
periodically update iSolve IT Libraries with the latest technical
information.
Category
Group of information characterized by a common technology,
Vendor, product or subject.
Information
iSolve Client function used to browse through the iSolve IT Library
and look for information on the Vendor’s shelves and on the
Company’s internal documentation shelves and in Web resources
My Library
iSolve Client function used to easily access and maintain shelves of
favorite books, web resources and other types of information.
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Introduction
Term
Description
GUI
Graphic User Interface.
Hotkey
Combination of keys used for performing iSolve search operations
on selected text in a currently active Windows application.
HTML
Hyper-Text Markup Language for creating Web pages.
iSolve
Softlib’s suite of applications for managing an iSolve IT Library.
iSolve Client
Web application for using one or more iSolve IT Libraries over the
organizational Intranet.
iSolve Companion
Utility program for launching the iSolve Client.
iSolve Internal Documentation
(InterDoc)
Utility program for creating packages of internal shelves and books
that have to be attached to an iSolve IT Library.
iSolve IT Library
A library built up of Vendors’ books, Web resources and optionally
the Company’s internal documentation.
iSolve Server
Stores one or more iSolve IT Libraries, iSolve entities (libraries,
users, etc.) and settings (ranking criteria, security mode, etc.).
iSolve Server Manager
Application for supporting the user’s operations on iSolve IT
Libraries.
Intranet
A company’s network based on an Internet domain.
IT Library Manager
Person in charge of creating and maintaining iSolve IT Libraries.
LDAP
Lightweight Directory Access Protocol, networking protocol for
querying and modifying directory services running over TCP/IP.
Ranking
Values assigned to items in search results.
Resources
iSolve Client function used to browse through Web resource content
(newsgroups, forums, etc.)
Search
iSolve Client function used to search for a term, a multiple term
Boolean expression or a phrase in the iSolve IT Library contents,
i.e. Vendors’ documentation, Company’s internal documentation
and Web resources.
Vendor
Supplier of product documentation of different types and formats,
which are part of the iSolve IT Library.
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Getting Started
This chapter covers the following topics:
PC Station prerequisites
Logging in
iSolve Client Basics
PC Station Prerequisites
The requirements for the Server Manager PC station are as follows:
Windows 2000 operating system and above
200MB of free disk space
Microsoft Internet Explorer or open-source Firefox as the default browser
Logging In
Prior to logging into the Client application, ensure that the iSolve suite of tools has been installed on a PC
workstation driven by the MS Windows platform.
The Companion utility program is installed as part of the iSolve suite of applications. When triggering the
Companion, it automatically provides the required information to start working with the Client.
Depending on the security mode, you may be asked to manually provide your username and password in the
dialog box shown in Figure 2.
Figure 2:
Manual Log In
To automatically log into the Client application
Double-click the Launch iSolve Client icon on your desktop.
Alternatively, click on your tray Start All Programs Softlib iSolve Companion.
The Client application is launched, and the main window appears with 2 tabs: My Library and Browse
(see Figure 3).
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Getting Started
Figure 3:
iSolve Client Opening Window
Client GUI Basics
This section covers the following topics:
GUI elements
Common tools
GUI Elements
The Client application GUI consists of the toolbar (including search box), widgets display and the work area
(see Figure 5). For details regarding the toolbar, refer to Common Tools. The work area may contain three
different tab types – a tab for each one of the Client functions described below:
Home tab
Search results tab
Browse tab
My Library tab
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Getting Started
Home Tab
The Home tab enables to see in one glance relevant information. in the iSolve Library. The tab is divided
into 4 widgets (see below):
Figure 4:
Home Tab
Search History
This widget will show the last 10 successful searches that were executed by the currently logged in
user. To re-search, click the search line and the system will perform this search again and the results
will be shown in a new Search Results tab.
Items view History
This widget will show the last 10 items that were opened for view by the currently logged in user.
To open an item from the list again, click the item title and the item will be opened again for view.
What's new – My Team
This widget will show the new knowledge items and remarks that were added by the user or shared
with the user.
What's new – .ew Knowledge
This widget will show the new items that were added to the places where the user define alerts. See
later in the browse tab section how to define and remove content alerts.
Page 12, iSolve Version 8.0.0
Getting Started
Search Results Tab
The Search Results tab enables to see what information look for a document (book, Web resource
messages) in the iSolve IT Library. The tab is divided into (see Figure 5):
Search operation summary and functions
A search results section
At the end of a successful search process, a grouped list of search results is displayed in the search results
section. Each result entry contains the details of a book or Web resource message, which meets the search
criteria, i.e. the search string and parameters. The user can open a book from a list of search results and add it
to a shelf of favorite books.
Figure 5:
Search Tab
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Getting Started
Browse Tab
The Browse tab enables to look for a Vendor book in the Vendor’s shelves, internal documents and
information, posts from Web resources, as defined by the IT Library Manager. The tab is divided into (see
Figure 6):
A Container header
A content section
The container header provides the title of the current container, a quick navigation through the tree of this
container and operations that can be done in this container.
When selecting a Container in the Browse tab, the content appears in the Vendor documentation section. The
user should use the + and - sign to open and close drop down lists of shelves and/or books for browsing
through the Vendor’s shelves to the desired book, and then open it.
Optionally, the user may employ the search function in the Browse tab to obtain a list of books, documents
and other types of information, which meet his/her search criteria in terms of search string and parameters,
and then open the desired book in the list of search results.
Figure 6:
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Browse Tab
Getting Started
My Library Tab
The My Library tab enables the user to organize his/her own shelves of favorite information selected from
the Browse tab
The tab shows the currently created shelves and selected items in the users My Library. The user can perform
the following operations by means of the Favorites function:
Browse to the desired book
Rename or remove a user’s Favorites shelf
Open or remove a book from the user’s Favorites.
Figure 7:
My Library Tab
Common Tools
Common tools are employed to perform certain operations associated with one or more of the Client
functions. The following tools are discussed below:
Toolbar
Library Selection
Search box
Tool tips
Link tools
Buttons
Hotkeys
iSolve Version 8.0.0, Page 15
Getting Started
Toolbar
The Client toolbar provides the following tools:
Tool
Type
Used to
Indication
Indicate the name of the user logged into the Client by the Companion.
Open file
Open this manual in Adobe Acrobat format.
Exit
Exit the Client.
Page 16, iSolve Version 8.0.0
Getting Started
Library Selection
When iSolve server serves more than one library that you can use, the library selection part will
show as seen below:
Select the library you want to work on and then click Set to switch to this library
Search Box
The search box is visible at all times and allows the user to search for certain information or
solution the user desires.
For a quick search, the search box enables to feed in a string consisting of a search term, a multiple-term
Boolean expression, or a phrase. The user may employ an advanced search query to set search parameters for
refining the search results.
iSolve Version 8.0.0, Page 17
Getting Started
Tool tips
A tool tip is indicated by an icon next to a Client entity, i.e. a book, resource category or resource. When
hovering over the icon, the tip tool shows the icon functionality. The Client application supports the
following icon types:
Used to
Resource/
Category Search
Search term in a resource or a resource category.
Resources
Book Type
Indicate the type of a book in a list. The following book
types are available:
Search,
Documentation,
Favorites
Book File Format
Error messages and codes
Reference manual
User’s Guide, Administrator’s Guide, Programmer’s
Guides
Installation Manual
Quick Reference or Guide
Release Note
General books without any special categorization
Indicate the file format of a book in a list. The following
book file formats are available:
Adobe Acrobat
IBM Book Manager
Microsoft Compiled HTML Help
HTML file
Microsoft Word
Microsoft Excel
Microsoft Help 2 (MSDN/Technet)
Microsoft PowerPoint file
Text file
Visio
Page 18, iSolve Version 8.0.0
Icon
Relevant Client
Function
Icon Type
Search,
Documentation,
Favorites
Getting Started
Buttons
The following operation buttons are available in the Client application:
Link
Relevant Client
Function
Used to
Search for documents that contain the search term or the search
multiple terms Boolean expression and match the search
parameters.
Search
Add a document to a shelf of favorite documents.
Search,
Documentation
Add a shelf to the users’ My Library.
My Library
Hotkeys
Hotkeys serve for skipping to text that meets the search string criterion in books and resource messages. The
following hotkey combinations are available in the Client application:
Hotkey
Used to
Relevant Client
Function
CTRL+F12
Search for a query term in documents of the Error Messages and
Codes type, and automatically open the first message that
matches the query and highlight the term in the message.
Search,
Documentation,
Favorites
CTRL+SHIFT+F12
Search for a general term in the entire library and provides a list
of books that match the search query.
Search,
Documentation,
iSolve Version 8.0.0, Page 19
Operations
This chapter covers the following operations:
Searching data in the library
Browsing through the library
Adding Infobits and remarks to the library
Using the Favorites Function
Using the Client’s Resources
Using the widgets panel
Searching Data in the Library
A search operation enables the Client to look in the iSolve library for books as defined by a user query. The
next sections cover the following search procedures:
Quick Search
Advanced Search
Handling Search Results
The query of a quick search consists of a search string and the location in the iSolve IT Library to look for
the requested information as a single parameter. An advanced search provides a simpler interface for
building up a multiple term Boolean expression query and additional parameters for refining the search
results.
Quick Search
In a quick search, the words of the search string can be manipulated using one of the following methods:
Method
Description
Example
Exact match search
The search string consists of a number
of adjacent words delimited by double
quote signs.
The string ''Create Table'' returns all
the books which contain the exact
search string.
Boolean search
The search string consists of a Boolean
expression delimited by single quote
signs.
The string 'SQL AND COBOL' returns
books, in which both words SQL and
COBOL appear.
Search using wildcards
The search string consists of one or
more words that contain an asterisk
(*); the asterisk is the last character in
a word of four characters at least.
The string 'print*' may return books
which contain the words print,
printing, printout, etc.
For a Boolean search, you can literally write a Boolean expression using the AND, OR and NOT operators,
or a character expression using & and |.
iSolve Version 8.0.0, Page 20
Operations
Character
Example
Operator Search results
Boolean Example
AND
Books containing all the specified
words or phrases.
The 'SQL AND COBOL' string
'SQL &&
returns all books containing both COBOL'
words SQL and COBOL.
OR
Books containing at least one of the
specified words or phrases.
The 'SQL OR COBOL' string
returns books containing SQL,
COBOL or both words.
NOT
Books from which the word preceded
by NOT has been excluded from the
search result; NOT must be preceded
by another operator.
The 'SQL AND NOT COBOL'
string returns books that contain
SQL and do not contain
COBOL.
-
Space
Books containing all the spaceseparated words (supersedes Boolean
AND operator)
The 'Create table' string returns
books that contain both words,
not necessarily adjacent.
-
'SQL || COBOL'
The following characters can be used as part of a search string: '-', '.' and '/'. Illegal characters in a search
string are '!',''' and '#'.
To carry out a quick search
1. Type the search criterion in the Search Term field.
2. Press the Search button. If the system finds books that meet the search criteria, search results will
appear in a Search results tab in groups and in order of rank. To view and manipulate the search
results, see Handling Search Results.
iSolve Version 8.0.0, Page 21
Operations
Figure 8:
Quick Search Query and Results
Advanced Search
The query of an advanced search provides additional parameters for refining the search results.
To carry out an advanced search
1. Click the Advanced link. The advanced search query appears (see Figure 9).
Figure 9:
Page 22, iSolve Version 8.0.0
Advanced Search Query
Operations
2. Select filtering parameters from the following parameters:
Parameter
Used to look for
Example
Search Only
in Titles
Limiting search to the items
titles but not content
Book Type
The books of a certain type
(see note below).
User Guides, Release Notes
Book Format
The books of a certain file
format (see note below).
Adobe Acrobat, HTML
Search in
Container
The items in a specific part or
shelf in the hierarchical tree of
the library.
Limiting the search results to the IBM DB2 UDB V8R2.0 directory.
Information
Source
Items from specific source of
information
Choose internal information to limit the search
to all items coming from the internal information
ote
For a complete list of book types and file formats, refer to Tip Tools.
3. When done, press the Search button. A list similar to the one shown in Figure 8 appears. To view and
manipulate the search results, see Handling Search Results.
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Operations
Handling Search Results
The following operations can be performed on search results:
Viewing the search results
Opening a book
Adding a book to the user’s My Library
More Actions
The list of search results in the Search Results tab consists of a list header and entries. The list header
shows:
The number of search results in the list
The search term or expression
Search box to search in those search results
The following information items appear for every item in the list:
Book title linked to the book contents
Preview of text from this item with the related information to the search query
In addition, icons in the first row of the book entry indicate the book type and the file format. For a complete
list of book types and file formats, refer to Tip Tools.
To view the search results list
1. Each group will show between 3 to 5 results, if there are more item in that group, a “more” link button
will be shown. Please click on the “more” link button to see all remaining items for that group.
To open a book
Click the book title link. The book contents appear in a separate window. See the book outline for an
Adobe Acrobat file in Figure 10.
Page 24, iSolve Version 8.0.0
Operations
Figure 10:
Adobe Acrobat File of Book in iSolve Library
To add books to the user’s My library
1. Check the star icon adjacent of books to be added.
2. If no folders were created in the user My Library the process is completed. Otherwise, the
Bookmarks Panel page appears.
Figure 11:
Bookmark Panel Page
3. Select the appropriate container and click the Save link.
More actions
1. When hovering over an item title a tooltip with possible actions will appear.
In this example you can either add a remark or see the container tree which this item came from,
clicking a container will bring the browse tab to that container location.
Browsing Through the Library
The Browse tab serves for browsing through the Library in order to read Vendors’ and internal
documentation or web resources.
The following operations can be performed on search results:
iSolve Version 8.0.0, Page 25
Operations
Reading book contents
Adding books to the user’s My Library
To read book contents
1. In the Client window, click the Browse tab. The Root container with all the vendors listed in the
library appears (see Figure 12).
Figure 12:
Browse Tab - Vendors
2. Highlight a vendor and click. The vendor’s shelves will appear (see Figure 13).
Page 26, iSolve Version 8.0.0
Operations
Figure 13:
Browse Tab - Vendor’s Shelves, Sub-shelves, and Books
3. Click on the shelves and sub-shelves to find the desired book. A book entry consists of:
The book type as indicated by the first icon.
The book file format as indicated by the second icon.
The book title
4. Click the Book Title link to read the book contents.
iSolve Version 8.0.0, Page 27
Operations
To add books to the user’s My library
1. Check the star next to the entry of the favorite book.
2. The Select Shelf page appears (see Figure 11).
3. Click the shelf name on which the selected favorite book should be placed and then Save. A colored
star will appear indicating a successful addition of the favorite book. (See figure 14)
Figure 14:
Selecting Favorite Books
To add content alerts
1. Check the bell button ( ) in the upper right corner of the tab.
2. The button will stay pressed, and from now on all new content that is added to this container
and below will be shown in the What's new – .ew Knowledge widget of the Home page.
3. Check the bell button again to remove the alert.
Adding Infobits and remarks to the library
iSolve allows the users to add their own information to the library. This information can be shared
between users of the organization if iSolve is configured to work in this mode. There are 2 types of
information that the users can add:
• Infobits – stand alone pieces of information that the user can place anywhere in the library.
There are 2 kinds of those:
o Knowledge notes
o Missing content notes
• Remarks – remarks are like infobits, but are placed upon an item in the library.
Infobits
The following procedures apply to infobits:
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Operations
•
•
•
Adding a new infobit
Editing an existing infobit
Removing an existing infobit
Adding a new infobit
1. Browse to the container in the library where you want to add the infobit.
2. Click the Add infobit or Missing Content in the container header.
3. A pop up dialog will be opened as the following:
4. Fill in the details and click the Save button. The new infobit will be shown in the screen and
is now searchable using iSolve search methods:
iSolve Version 8.0.0, Page 29
Operations
5. If the user used Missing Content, then users which have content alert on this folder will see
the note in their What's new - .ew Knoweldge Widget
Editing an existing infobit
1. Browse the library to the container where the infobit is located or find it in the search results
and press the Edit button. If the Edit button isn't available to you it's because you're not the
owner of this infobit or not defined as iSolve Content manager.
2. A pop up dialog with the infobit details will be opened and you will be able to edit the
details. When finished, click the Save button and the infobit will be updated on screen.
Removing an existing infobit
1. Browse the library to the container where the infobit is located or find it in the search results
and press the Delete button. If the Delete button isn't available to you it's because you're not
the owner of this infobit or not defined as iSolve Content manager.
2. A pop up confirmation dialog will be shown as the following:
3. Confirm delete operation and the infobit will disappear.
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Operations
Remarks
The following procedures apply to remarks:
• Adding a new remark
• Editing an existing remark
• Removing an existing remark
Adding a new remark
1. Browse to the container in the library that contains the item on which you want to add the
remark.
2. Hover over the item title and wait till the item information window will show up as the
following:
3. Click the Add remark in the window.
4. A pop up dialog will be opened as the following:
5. Fill in the details and click the Save button. The new remark will be shown in the screen and
is now searchable using iSolve search methods:
iSolve Version 8.0.0, Page 31
Operations
Editing an existing remark
1. Browse the library to the container where the book with the remark is located or find it in
the search results and press the Edit button. If the Edit button isn't available to you it's
because you're not the owner of this remark or not defined as iSolve Content manager.
2. A pop up dialog with the remark details will be opened and you will be able to edit the
details. When finished, click the Save button and the remark will be updated on screen.
Removing an existing remark
1. Browse the library to the container where the book with the remark is located or find it in
the search results and press the Delete button. If the Delete button isn't available to you it's
because you're not the owner of this remark or not defined as iSolve Content manager.
2. A pop up confirmation dialog will be shown as the following:
3. Confirm delete operation and the remark will disappear.
Using the User’s Favorites/My Library
The My Library tab enables easy access and maintenance of shelves of favorite items. At the User’s
discretion, the My Library may be divided into shelves. The following procedures apply to Favorites:
Reviewing shelves and book in the user’s My Library
Removing a book from the user’s My Library
Renaming a shelf
Removing a shelf
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Operations
To review shelves and books in the My Library shelf
1. Click the My Library tab in the Client window. A hierarchical tree of favorite sub-shelves and books
appears in the My Library tab (see Figure 15).
Figure 15:
My Library Tab
2. Click the shelf in the user’s Favorites to open it. A list of sub-shelves and books appears.
3. Click an Open Book link to open the respective favorite book. For details regarding presentation of
books in different file formats, refer to the procedure for Reading a book in the Handling Search
Results section.
To remove a book from the user’s Favorites
1. Click the My Library tab and browse through the Favorites shelves to find the requested book.
2. Highlight the book title and wait till the book information and operation window appears. Click the
Remove Item link. The book disappears from the respective shelf.
To rename a shelf in the user’s Favorites
1. Click the My Library tab and browse through the Favorites shelves to find the requested shelf in the
sub-shelves list.
2. Highlight the shelf title and wait till the shelf operations window appears. Click the Rename
Container link.
3. Click the Rename Shelf link. A pop-up dialog box appears.
4. Type in the new shelf name in the void field and press Rename. The new shelf name appears in the
hierarchical tree view of the user’s Favorites.
To remove a shelf from the user’s Favorites
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Operations
1. Click the My Library tab and browse through the user’s Favorites shelves to find the requested shelf
in the sub-shelves list.
2. Click the Remove Container link.
3. Press OK to confirm that the container and all its books should be removed from the user’s Favorites.
The shelf disappears from the user’s Favorites.
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Operations
Using the Client’s Resources
The Library may contain one or more web resources as part of the library content. The following operations
currently apply to the Client’s Resources function:
Browsing to a resource message
To browse to a message
1. Click the Browse tab in the Client window. Browse to the container that contains the Web resource
you want to browse (see Figure 16).
Figure 16:
Browse Tab – Web Resources
2. Click a resource link. A list of the Web resource messages appears (see Figure 17).
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Operations
Figure 17:
List of Resource Messages
A list of Web resource messages consists of:
The list header
The message icon
The message title column
The message author column
The message issue date column
3. To read a resource message:
a. Click the message title in the list. The message section appears at the bottom of the list (see Figure
18).
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Operations
Figure 18:
Reading a Resource Message
b. Read the message details and then click Close to return to the list of resource messages.
To view search results from resource messages
1. In the Search results tab in the Client window, click the resource message line
2. The message appears with the requested term indicated by the yellow background (see Figure 19).
Figure 19:
Searched Term as Indicated in a Web Message
3. Read the message. Click the other titles to view other messages from this thread and finally click
Close to close the thread data window.
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Operations
Technical Support
In case of problems, refer to your System Administrator.
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