G2 Administration User Manual Version 5.0 G2 Administration User Manual Introduction 1. Screen Overview 2. Definitions 3. Pull down / Context menus 3a. General Menu’s 3b. Specific Menu’s available from NavigationBar 3c. Specific Menu’s available from specific sections 4. Maintaining Properties and Configuration keys 5. Maintaining Interfaces 5a. Standard Reports 5b. WorkTypes 5c. Document Management 5d. Views Editor 6. Maintaining Userrights 7. Maintaining Grouprights 8. Maintaining Usercontexts 9. Limitations on the use of characters in names Page 2 3 4 5 5 6 8 9 10 10 10 11 14 16 17 18 19 References G2 Organizer G2Flow System Modules Glossary SpeechMike Date: Version: February 2007 5.0 All rights reserved. No part of this manual may be reproduced in any form or by any electronic or mechanical means including information storage and retrieval systems without prior permission in writing from G2 Speech b.v. All inquiries for reproduction rights can be sent to: G2 Speech b.v., Nuenen (tel. 040-2952877 of fax 040-2952809) info@g2speech.com . In spite of all efforts in preparation of this text G2 Speech cannot be held responsible for possible damage resulting from any error, which could be present in this text. © Copyright 2007 G2 Speech b.v. 1/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 Introduction G2 Administration is the Module in the G2 Flow System that allows a System Administrator to create and maintain the database. The database as delivered by G2 Speech BV or its dealer network contains only the minimum information to allow the System Administrator to configure his company’s organization into the Group / User / Interface structure in the G2 Flow System. Note: In this manual: Items in Bold refer to Addendum 2 – G2 Flow System Modules Items in Italic refer to Addendum 3 – Glossary of terms It is of vital importance that the System Administrator fully understands the meaning and implications of the terms as defined in Addendum 3 – Glossary of terms. He also needs a clear view on the company’s structure in relation to the rights Users must have to see or work on each other’s Documents. A proper setup of the database will shift a lot of work from the System Administrator (typically a computer specialist) towards the Group Administrator (typically experienced Users). All programs included in the G2 Flow System packages are started and stopped using the Organizer toolbar: To start G2 Administration select . The G2 Administration window opens. See next page. Inside this you will notice: • • • Pull down menus A set of buttons A blank section All these will be explained below. 2/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 1. Screen Overview Note: All windows in the G2 Flow System are designed to fit on an 800 x 600 pixels screen except for the G2Administration Module, which requires at least 1024 x 768. Some of the windows will make use of scrollbars to make all information visible. This screen dump has been manipulated. Actual program will not allow for this size. Case definition for this User Manual The screen dumps are produced from an installation where a Company has: 1. No front-end nor backend Interface connected to the G2 Flow System 2. Two departments (Finance, Sales) 3. Each department holds three employees (a senior, assistant and secretarial person) The senior Controller is also supervising the Sales department 4. Management staff consists of a Manager and his secretary The same information in G2 Flow System terms: 1. A place holding Interface called “-“ has to be defined. 2. Two Groups called “Finance” and “Sales” are defined 3. Group “Finance” holds four Users: “Controller-A”, “Controller-B”, “Controller-Secr” and “Manager”. Group “Sales” holds five Users: “Salesperson-A”, “Salesperson-B”, “Sales-Secr”, “Manager” and “Controller-A” 4. A third Group called “Management”, holding the Users “Manager” and “Mgt-Secr” is defined. The handling of the various User Rights is show in screen dumps further down. Note: In this document only the most common way of accessing the data is presented. In general, all three ways (menu, context menu and button) are available. 3/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 2. Definitions System / Site System refers to the G2 Flow System as installed at the clients computer system. Typically there is only one license. Before version 4.0 this was called “Site”. The system is served by one SQL server managing the database traffic. Interface Interface is defined here as each system communicating with the G2 Flow System, either at the frontend (delivering info) and/or at the backend (receiving info). Group Group is defined here as any number of persons, acting as a team with respect to the G2 Flow system, and therefore having the rights to work on each other’s documents. User User is defined here as any person who has his own username/password combination allowing him access to the G2 Organizer Module. The System Administrator will grant him access from there to any other Module in the G2 Flow system by adding the User to one or more Groups. Workstation Workstation is defined here as a computer where G2 Organizer can be started. All Properties sections can be modified directly in the text boxes or using the drop down lists. All other sections (except where noted above) are modified using the appropriate menu from the menu bar or the context menu (right mouse button) 4/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 3. Pull down / Context menus 3a. General Menu’s File Refresh Exit Refreshes all screens Exit G2Administration View Show NavigationBar Display System Licenses Services Contexts Audit trailing Configuration Site Interfaces Groups Users Workstations Show/Hide left pane Tools ToolSet Start G2ToolSet (advanced Users) Help Help About Opens this user manual Shows statistics of the G2Administation Module Open License maintenance window Open Service maintenance window Open Context maintenance window Open Site maintenance window Open Interface maintenance window Open Group maintenance window Open User maintenance window Open Workstation maintenance window 5/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 3b. Specific menu’s available from NavigationBar The items of the NavigationBar are merged in this overview. Some items do exits in both menus, others are only available from one of them. In some cases the availability of an item depends on the position of the cursor in the screen. License Upgrade Menu item points to a file as received from G2Speech containing a license key Remove last installed license Removes the last installed license and returns to the previous one Services G2MailQueuer G2PurgeDaemon G2Queuer G2SRQueuer G2WSUpdate G2ServerExport Menu items will open the configuration tree view at the specified service Contexts New, Modify, Delete General maintenance Import… Import contexts from SpeechMagic Site New, Rename, Delete Intended to be used by G2Speech only. Interfaces (also available from Groups or Users) New Create new Interface Rename Change name of Interface Delete Delete Interface Change link to interface Link Group to Interface Copy Copy interface to internal clipboard Paste Use from Interfaces level to copy and add Interface from internal clipboard Import toolbars Import toolbars which have been exported on user-level Zoom Position open tree element at top of tree Configuration keys General key maintenance 6/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 Groups (also available from Interfaces or Users) New Create new Group Rename Change name of Group Delete Delete Group Add link to group Add an existing group to an Interface Remove link to group Remove a group from an interface. Group is not deleted. Cut Cut selected section and copy to clipboard Copy Copy group to internal clipboard Paste Use from Group level to copy and add Group from internal clipboard Import toolbars Import toolbars which have been exported on user-level Zoom Position open tree element at top of tree Configuration keys General key maintenance Users (also available from Interfaces or Groups) New Create new User Rename Change name of User Delete Delete User Reset password Force user to renew password at next login Add link to user Add an existing user to a Group Remove link to user Remove a user from a Group. User is not deleted. Cut Cut selected user and copy to clipboard Copy Copy User to internal clipboard Paste Use from User level to copy and add User from internal Copy toolbars Copies the toolbars from this user to other users Export toolbars Exports the selected toolbars to a folder Import toolbars Imports the selected toolbars Remove jobs from SpeechMagic Remove user from Speechmagic Zoom Position open tree element at top of tree Configuration keys General key maintenance G2Dashboard Configure G2Dashboard (for this user) Duplicate settings (to other users) Import Import User(s) from an xml-file Export Export User(s) to SpeechMagic Workstations Rename Change name of Workstation Delete Delete Workstation (record in database not deleted) Configuration keys General key maintenance 7/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 3c. Specific menu’s available from specific sections Standard report New Rename Delete Cut Copy Paste Import Export Print Create new Standard Report Change name of Standard Report Delete Standard Report Cut selected section and copy to clipboard Copy selected section to clipboard Insert from clipboard Import standard Report from a location Export standard report to a location print the standard reports WorkTypes New Rename Delete Cut Copy Paste Create new Worktype Change name of Worktype Delete Worktype Cut selected section and copy to clipboard Copy Worktype to clipboard Insert Worktype from clipboard as new Worktype Document management Modify Change document properties Change status Change the status of a document Show history Show status changes of a document Select All Select all documents Delete Set document status to “Awaiting deletion” Check Out Set document CheckedOutStatus to true and copy to checkout map Undo check out Set document CheckedOutStatus to false (no copy) Check in Absorb documents from checkout map into database Find… Find first document in list matching certain criteria Find Next Find next document in list matching certain criteria Filter… Show only document matching certain criteria Filter On/Off Switch filtering on or off Views editor (no menu items) 8/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 4. Maintaining Properties and Configuration keys. When arriving at one of the many property browsers as used in G2 Administration, one will see a view like the one below. The keys may have different data types, like string or number. Some can only be selected from a list or using a directory picker. Just click at the right end of the data field to get the dropdown list and make your selection. In other cases just (re)type the value. A short text is shown on each line. Extra information is available in the help box at the bottom. The Recording Codec is show below as example. Note: All modifications are executed immediately (except for the Views Editor). 9/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 5. Maintaining Interfaces 5a. Standard Reports The button “Standard Reports” will bring up a window divided into two parts. In the left pane all available standard reports are shown. In the right pane the text for the selected item is shown in G2 Editor. After modifying a report, it has to be saved using the Save button. 5b. WorkTypes Worktype is defined here as a short description of the kind of work a dictation is about or related to. A worktype is always connected to an Interface. Priority can be assigned to a worktype The button “WorkTypes” will bring up a window showing all relevant information. Note on priority setting: All Users have a priority assigned (0=low, 9=high). Also, Worktype has a priority (same range). The priority assigned to a document is a number composed from these two: highest first followed by the lower one. User priority 6 and worktype priority 4 lead to document priority 64, the same as for User priority 4 and worktype priority 6. 10/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 5c. Document Management The button Document Management will bring up a window showing an overview of all documents in the system. Click on “Retrieve” to refresh the list. Column width can be adjusted by dragging the column separator. Maintenance All maintenance can be done from the pull down menu, many from the context menu on document record and some have a separate button. o Modify This allows modification of virtually all fields in the documents record. Changes are checked for consistency as much as possible. Note: When change of Group is required one should do this first as all list boxes are updated by this action. 11/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 o Change status Status of the document can be set to any safe value to bring a document back into the work list of one of the G2 Flow System Modules Also on context menu and separate button o Show history This shows all status changes of the document. Last change on top. Also on context menu. o Select all Select all documents shown in the work list o Delete Will change the status of the selected documents to Awaiting_deletion. Document will be archived by G2 PurgeDaemon and become invisible to all Modules. Also on context menu and separate button o Check out All information of the document is grouped in separate files like Sound*.wav (dictation), Comment*.wav (instructions), Text*.rtf (transcription), etc. These files exist as separate files in a system directory of the G2 Flow system. By checking out everything will be copied and combined in a special file (*.G2D). These files can be transferred (copied, moved, e-mailed) for offline processing. CheckOutStatus in record will be set to 1. Also on context menu and separate button o Undo Checkout During checkout a copy of the files is made, originals are still available. Undo will only set the CheckOutStatus back to 0 Also on context menu. o Check in If (network) access to checked-out documents (*.G2D) is available one can check these files in. Typically the User who has taken out (and processed) the file will do the check in. This menu option allows the System Administrator to take care of this. Note: All modifications made on the Document management tab are directly done on the database. A save operation is not required. 12/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 Find / Find Next dialog box First select the active column in “Field”/”Filter Field”, Then type a text string in the “Find what”/”Filter text” fields. Make appropriate selections in the check boxes or radio buttons Filter / Advanced Filter dialog box Simple mode First select the active column in ”Filter Field” then type a text string in the ”Filter text” field and click OK. Advanced mode. Similar to simple mode but allows for multiple filters in AND or OR mode. Filter is automatically enabled after leaving the Filter dialog box. 13/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 5d. Views Editor The button “Views Editor” will bring up the following window. In the screen showed above the G2Administration (system) view is selected. You may either use the Preview section to graphically adjust the view or the bottom section using buttons and input boxes. After pressing the Save button the view is available for other programs. The view in this example is now available under the button Document Management (you must close and reopen this window to pick up the new layout). 14/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 For each of the installed Interfaces the following views are available: View G2Administration Used by Module G2 Administration G2Dictation G2 Dictation G2Document Manager G2 Document Manager G2Document Manager G2 Document Manager (Dictation Organizer) G2SignOff G2Transcription G2Viewer G2Viewer (archive) Remark Document management (in the role of System Administrator) Work list Open Document top window One needs the following rights: - G2Document Manager (Application right) - Dictation Organizer (Global right) - G2Viewer (Group right) G2 Sign Off G2 Transcription G2 Viewer G2 Viewer After selecting the appropriate interface and view one can: o Adjust the width of a column by dragging the separation line or modifying the “column width” text box. It is possible to hide a column by making the width = 0. o Move a column by dragging the heading box to its new location or modifying the “column order” text box. Other sequence numbers are automatically adjusted. o Change the column header in the “default” text box. Different headers for other languages are possible. o Align the column header (left, center, right) using the “column alignment”. Type the number or double click. o Sort up to two columns, ascending (checked) or descending (unchecked) 15/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 6. Maintaining Userrights This table shows all Modules in the G2 Flow System. When the Module name is at the “Assigned” side, the User has the right to use this Module if properly set as Groupright. When the Module name is still at the “Available” side, the User has no right to use this Module at all. This table shows all global rights in the G2 Flow System. When the name is at the “Assigned” side, the User has this right. When the name is still at the “Available” side, the User does not have this right. Moves selected right from “Available” to “Assigned” Moves selected right from “Assigned” to “Available” Moves all rights from “Available” to “Assigned” Moves all rights from “Assigned” to “Available” Global right Admin-version G2ManagementInfo Admin-version G2Administration Use speech recognition Use real time recognition Supervisor Dictation Organizer Use TextOnly Mode Use dictation (batch) Description User is allowed to see all info in G2 Management Info User has full control in G2 Administration If not assigned user has Interface control for those Interfaces where he is a member of a Group connected to this Interface Userright for G2Administration is always required User may queue dictations for recognition User is allowed to use recognition in G2 Dictation Interactive User may act as Supervisor for dedicated Authors User has full control in G2 Document Manager. If not assigned user can act on his own documents only User is allowed to type text in G2 Dictation Interactive User is allowed to use G2Dictaton batch if he is assigned the groupright for G2Dictation (see also 7. Maintaining Userrights) 16/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 This table shows all Groups where the selected User is a member of. Green check indicates that the User has the right to use the Module Red cross indicates that the User has no right to use the Module Empty field indicated that this User has no right to use the Module at all. Click the icon to switch the status. 7. Maintaining Grouprights This table shows all Users in the selected Group and all Modules in the G2 Flow System Green check indicates that the User has the right to use the Module Red cross indicates that the User has no right to use the Module Empty field indicated that this User has no right to use the Module at all. Click the icon to switch the status. Note: G2 Dictation is used for Batch and Interactive. Used in combination with the global right “Use Dictation (batch)”. Interactive will be available when selected, Batch only if global right is selected too. (see also 6. Maintaining Userrights) 17/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09 G2 Administration User Manual Version 5.0 8. Maintaining Usercontexts This table shows all contexts in the G2 Flow System. When the name is at the “Assigned” side, the User has the right to use this context. When the name is still at the “Available” side, the User does not have the right to use this context. Moves selected context from “Available” to “Assigned” Moves selected context from “Assigned” to “Available” Moves all contexts from “Available” to “Assigned” Moves all contexts from “Assigned” to “Available” SpeechMagic identification is the user name for this G2Flow user in the SpeechMagic system. 9. Limitations on the use of characters in names Certain characters can cause problems in a program. For this reason the following rules apply: LoginName and FullName can only contain a-z, A-Z, 0-9, Space, Dash and Underscore EmailAddress can only contain a-z, A-Z, 0-9, Dot, At-sign, Dash and Underscore 18/18 G2 Speech BV, PO Box 70, 5670 AB Nuenen, Tel +31 40 295 28 77, Fax +31 40 295 28 09