2017 R1 Update Rollup 1

General Information for UsagePermanent link for this heading

Consider the following points for using the Fabasoft Folio Web Client.

  • Avoid using the “Back” and “Forward” buttons of your web browser.
  • Always finish all running transactions, before you close a Fabasoft Folio Web Client window. Running transactions are indicated by the animated yellow line beyond the menu bar. A transaction is running when you are in edit mode. Close edit mode by clicking “Next” if you want to save your changes. Click “Cancel” if you want to discard your changes. The "Apply" button is available for buffering but does not finish the transaction.

    Note: If you close a Fabasoft Folio Web Client window, although a transaction is running, a dialog box is displayed. If you want to finish the running transaction before closing the window, click “Cancel”. If you click “OK”, all unsaved changes are lost.
  • The available functionality of the Fabasoft Folio Web Client is configurable in many cases. Therefore, not all discussed issues have to be available in your system.

How to Start the Fabasoft Folio Web ClientPermanent link for this heading

The Fabasoft Folio Web Client offers an intuitive user interface, which is easy to learn and individually adaptable. This enables an efficient handling and administration of your daily tasks.

The Fabasoft Folio Web Client is opened like any other website in the web browser.

  1. Start the web browser by clicking or double-clicking the web browser icon. Depending on the system, there is a link to the web browser
    on the quick launch bar of the operating system,

    directly on the desktop

    and/or under “Start” > “Programs”.
  2. Type the address of the Fabasoft system in the address bar. If you do not know the address, please contact your IT service desk.

    Note: For a quick start, it is advisable to set the address of the Fabasoft system as home page of your web browser or to add the address to your favorites.
  3. Depending on the configuration of the system, you are prompted to type your username and your password.

How to Exit the Fabasoft Folio Web ClientPermanent link for this heading

To exit the Fabasoft Folio Web Client, close all Fabasoft Folio Web Client windows. You need not accomplish a special logout procedure but modifications should be saved or discarded.

A web browser window can be closed as follows:

  • By clicking “Close” of the web browser window.
  • By the shortcut Alt + F4.
  • By clicking “Close”, on the “File” menu.

Depending on the system configuration a dialog box is displayed, in which you have to confirm with clicking “OK” that the window with the Fabasoft Folio Web Client should be closed.

Note: If the authentication happens with SAML or OpenID, Fabasoft Folio can be configured for an explicit user logout. After the configuration the logout button can be found in the portal header.

Structure of the Fabasoft Folio Web ClientPermanent link for this heading

The whole content of the window of your Fabasoft Folio Web Client is a portal. Depending on the configuration and your current role different portal pages are available in your portal. The portal pages can be switched via the “portal pages” area in the portal header.

Portal HeaderPermanent link for this heading

Fabasoft logo or customer logo

The logo of the Fabasoft software product or a customer logo is displayed here.

Portal pages

The portal pages can be switched via a click on the portal icon. The current portal page is highlighted white. When using the keyboard you can navigate to the portal page selection with Tab, select the desired portal page with the arrow keys and change the portal page with Enter.

Via drag and drop the order of the portal pages can be customized. Also other objects like Folders and Hyperlinks can be added to the list of portal pages via drag and drop. Alternatively, select an object and use the menu command "Tools"> "Add to Portal" to add the object to the portal pages. The URL of a hyperlink is opened directly within the portal.

Note: Including another Fabasoft Folio Installation with a hyperlink is not supported.

Via the “Remove” context menu, a portal page can be removed from the list.

Via the “Personalize” context menu, the name and the symbol of a portal page can be changed.

The “Reset Portal” context menu restores the system settings for the original portal pages. Personally added portal pages (like folders and hyperlinks) are not deleted when resetting the portal.

Settings of collapsed portal parts (e.g. the tree view) are stored.

User settings

Via a click on the user settings

  • the role
  • the tenant
  • the user environment
  • the user profile
  • and substitution roles

can be selected.

Context menu

Via the context menu of the portal header, the font size can be changed. It is also possible to change the display settings, so that there are only the icons displayed (and no text).

Navigation BarPermanent link for this heading

For a better navigation when working with deeply branched trees, so called navigation paths are available. The navigation path display the path to the current object.

By clicking the down arrow icon, all elements of the path are listed, even those, which are possibly not displayed in the horizontal list due to shortage of place.

The navigation bar contains in addition buttons to change the role, display the print view and the online help.

Menu BarPermanent link for this heading

The menu is divided into single menus, which contain menu commands in a logically structured way.

Which menus and tools are available, depends on the configuration, the current object list and your settings. Additionally the search field is displayed in the menu bar. If your object list exceeds a certain number of entries, you find furthermore the navigation buttons.

  1. Click on a menu to display the available menu commands.
  2. A click on a menu entry executes the command on the selected objects of the list.

Note: Menu commands can be further structured. This is indicated by arrows. Move the mouse over this entry to make the corresponding menu commands visible. A click on a command executes it.

Important functions are additionally displayed as buttons, to grant a quick and efficient access.

New
The dialog for the creation of a new object is opened.

Delete
Deletes the selected objects after confirming a security check.

Properties
The property editor of the selected objects is opened.

Cut
The selected objects are removed from the object list and copied into the clipboard.

Copy
The selected objects are copied into the clipboard.

Paste
Pastes the objects of the clipboard into the object list.

Change View
Changes the view of the object list entries (e.g. Thumbnails).

Refresh
The view of the displayed objects is refreshed.

Find
The search dialog is opened.

Upload
The dialog for uploading a file into the Fabasoft Folio Web Client is opened.

Download
The dialog for downloading the main content of the selected objects is opened.

Show New Events
Changes and events for the current or the selected objects are shown.

User Settings
The dialog for editing the user settings is opened.

Use Version
The dialog for reading a version of the selected object is opened.

Save Version
The dialog for saving a version of the selected object is opened.

Show Content Modifications
The dialog for comparing two versions is opened. This functionality is only available for Microsoft Word documents and OpenDocument text documents.

Note: Icons, whose actions are not available in a certain context, are set in gray.

Tree ViewPermanent link for this heading

In the tree view, objects that have an object property list are displayed hierarchically. For example a folder that contains other folders or documents. By clicking on an object in the tree view the object list of the corresponding object is displayed in detail view. With a double click the sub-tree is opened additionally.

To open or close all subentries of an entry in the tree view, the context menu commands “Expand All” and “Collapse All” are available.

The context menu command “Find Entry” allows for searching for names of objects that are listed in the tree view. Thereby the search is performed on the subordinated hierarchy of the object on which the context menu command is invoked. The first object that matches the search criteria in the depth-first search process is displayed in the detail view. If necessary, the corresponding sub-tree is opened up to the search hit. In the search criteria the wildcards * (any number of characters) and ? (one character) are allowed.

Note: If folders are opened in the detail view, the hierarchy in the tree view is opened correspondingly. If the sub-tree that is navigated within gets closed manually, the subfolders are not opened automatically anymore until the sub-tree gets opened manually again. If a list contains the same folder multiple times, the topmost entry will be opened in the tree view.

Detail ViewPermanent link for this heading

In the detail view objects are displayed as list by default.

How to Work With ButtonsPermanent link for this heading

By default the following buttons are available:

  • Cancel

    All changes that are made but not saved are discarded and edit mode is closed.
  • Apply

    Changes are saved but you do not exit edit mode.
  • Next

    Changes are saved and you exit edit mode.

Keyboard OperationPermanent link for this heading

Besides working with the mouse also keyboard operation is supported.

Generally AvailablePermanent link for this heading

Enter or
Space Bar

Enter or Space Bar executes the corresponding action on the selected element (e.g. press a button, execute a menu command, open an object).

Note: The space bar is not supported in all use cases.

Menu Key or
Shift
+ F10

Menu Key or Shift + F10 opens the context menu of the selected element.

Tab or
Shift + Tab

The tabulator key can be used to switch forwardly between areas. If Shift is pressed too, you will switch backwardly.

Left, Right, Up, Down, Home, End

These keys can be used to navigate within an area.

Overview of Currently Available ShortcutsPermanent link for this heading

To get an overview of shortcuts available in the current context, the focus has to be on the desired area (e.g. by clicking the desired area). If you press Ctrl + Shift + F8 an indication window with the available shortcuts opens.

By moving the mouse pointer the indication window is closed.

Menu CommandsPermanent link for this heading

In a menu following shortcuts are available:

Enter or
Space Bar

Enter or Space Bar executes the selected menu command or the assigned menu/submenu is opened.

Esc

Esc closes the opened menu or submenu.

Left, Right

These keys can be used to navigate between the menus or close and open submenus.

Up, Down

These keys can be used to navigate between the menu commands.

You discern shortcuts for menu commands by the highlighted letter of the menu command (the letter gets highlighted when the menu is opened and Ctrl + Shift + F8 is pressed). The shortcut for executing a command is Alt + <highlighted letter>.

ButtonsPermanent link for this heading

In dialogs the “Cancel” button can be pressed using the Esc key or the shortcut Alt + A and the “Next” button can be selected using the shortcut Alt + W. The button that is marked as default can be pressed by Enter (if no button is focused).

TabsPermanent link for this heading

The default navigation possibilities with arrow keys and opening the selected object with Enter are provided.

If you press Ctrl + Shift + F8 an indication window with the available shortcuts opens. The shortcut for opening a tab is Alt + Shift + <highlighted letter>.

FormsPermanent link for this heading

Within forms two keyboard modes exist that can be switched with F2.

  • Edit mode (default)
    The fields can be navigated with the Tab key. The fields are immediately editable.
    Note: If the context-sensitive help is activated the focus is set on the help text. The help can be closed with the Esc.
  • Navigation mode
    You can navigate between fields of the same level with the Up and Down keys. With the Right key you can navigate a level deeper and with Left key a level higher (e.g. compound properties). F2 can be used to switch between navigation and edit mode.

Tree ViewPermanent link for this heading

Beside the default navigation possibilities with arrow keys and opening the selected object with Enter also the first letters of the desired object can be typed to jump to this object.

Object ListsPermanent link for this heading

In an object list (detail view) of the Fabasoft Folio Web Client the following shortcuts can be used:

Ctrl + A

Select all entries in an object list

Ctrl + C

Copy the selected objects to the clipboard

Ctrl + X

Cut the selected objects

Ctrl + V

Paste objects from the clipboard

Enter

Open the selected object

Ctrl + Enter

Properties of the selected object

Del

Remove the selected objects

Shift + Del

Delete the selected objects

Alt + Enter or
Ctrl + Enter

Open the attribute editor (Alt + Enter does not work with Microsoft Internet Explorer)

F2

Edit a cell

Backspace

Navigate one level up in an object hierarchy

Ctrl + Shift + Right

One page forward

Ctrl + Shift + Left

One page back

Ctrl + Shift + Home

First page

Ctrl + Shift + End

Last page

Page up

Scrolls up (web browser functionality)

Page down

Scrolls down (web browser functionality)

To navigate and select elements within an object list following shortcuts can be used:

Down

One cell down within the current column

Up

One cell up within the current column

Left

One cell left within the current row

Right

One cell right within the current row

Home

First cell in the current column

End

Last cell in the current column

First letters of the object name

Cell of the current column in the row with the object name that matches the typed first letters

Ctrl + Left

First cell of the current row

Ctrl + Right

Last cell of the current row

Ctrl + Page up

One page back

Ctrl + Page down

One page forwards

Shift + Down

Selects an additional cell below the current cell

Shift + Up

Selects an additional cell above the current cell

Shift + Left

Selects the whole row

Shift + Right

Selects the whole row

Shift + Home

Selects from the current cell to the cell in the first line

Shift + End

Selects from the current cell to the cell in the last line

To navigate (only set the focus) within an object list following shortcuts can be used. The selection of already selected cells is thereby not removed (allows multi-selection).

Ctrl + Down

One cell down within the current column

Ctrl + Up

One cell up within the current column

Ctrl + Home

First cell in the current column

Ctrl + End

Last cell in the current column

Space Bar or Ctrl + Space Bar

Selects the focused cell

Portal Page AreasPermanent link for this heading

To maximize the focused portal page area press Alt + Up. To revoke the default view press Alt + Down. Keep in mind that not all portal page areas can be maximized.

Customizing the Fabasoft Folio Web ClientPermanent link for this heading

SettingsPermanent link for this heading

To customize the settings of the Fabasoft Folio web client, perform the following steps:

  1. Click the "Account" button and select the "Basic Settings" entry at the left side.
  2. Adapt the settings and click "Save" to finish the editing process.
  3. Click “Close”.

Portal Page AreasPermanent link for this heading

If a portal page consists of several areas, they can be enlarged or minimized. Click on the dividing line (gray area) and drag the area to the desired size.

Optimizing the Web Browser ConfigurationPermanent link for this heading

If in the account icon a yellow or red exclamation mark is displayed, the configuration of the web browser should be adjusted.

To optimize the web browser configuration, perform the following steps:

  1. Switch to the "Account" portal page and select the "Web Browser State" entry at the left side.
  2. Perform the steps displayed at the right side for optimizing the configuration.

Displaying the Account ActivityPermanent link for this heading

To recognize unauthorized access, on the "Account" portal page in the "Account Activity" area the login time, the last access time and the IP address are displayed. If SAML or OpenID are used for authentication, additionally the logout time is displayed.