Expense Management
Cable Management Module
User Guide
NEC
NEC Corporation
November 2010
NDA-31135, Revision 1
i
Contents
Cable Management Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
How This Guide is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Cable Management Main Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Navigation Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Grid Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
User Defined Fields Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Editing User Defined Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
User Defined Field Descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Cable Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Adding a New Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Viewing and Editing a Cable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Deleting a Cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3
Deleting all Cables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4
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Contents
Administration - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Importing and Exporting Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Importing Cables From a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Exporting Cables into a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Backing Up and Restoring Cables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Reports - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Generating a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1
Integration - Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Integration with Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Integration with Tickets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
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Figures
Figure
Title
Page
Filtering Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3
Cable Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Import Cables Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Export Cables Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Export Finished Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Backup Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4
Duplicate Entities Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
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Figures
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Tables
Table
Title
Page
User Defined Fields - Datafill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Send Output To - Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
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Tables
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1
Introduction
The Expense Management Cable Management Module User Guide
provides the information you need to manage the cables in your
organization.
Cable Management Overview
The Cable Management Module is a tool that enables you to manage the
cables in your organization, including their locations and connections.
With the Cable Management Module, you can:
• Integrate location data (building, room, and floor) from the Cable
Management Module into the Edit Device dialog box.
• Integrate location data (building, room, and floor) from the Cable
Management Module into the Ticket dialog box of the Help Desk
module.
How This Guide is Organized
Chapter 1 This chapter outlines how to use the manual including the organization
and chapter layout of the Expense Management Cable Management
Module User Guide.
Chapter 2 This chapter introduces you to the Cable Management Module basics.
Chapter 3 This chapter introduces you user defined fields, their applications and
descriptions.
Chapter 4 This chapter explains cable identification, location, and status data,
along with additional information on specific cable management fields.
Chapter 5 This chapter introduces you to tasks associated with the Administrative
sub-module.
Chapter 6 This chapter describes report types, specific parameters, and report
output options for the Cable Management Module.
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Introduction
Chapter 7 This chapter details Cable Management Module integration with other
Integration with
Application Suite
modules of the Application Suite.
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2
Getting Started
This chapter introduces you to the Cable Management Module basics,
including how to access the module, the Cable Management main
window and navigation.
Accessing the Cable Management Module
From the Module Selection Bar of the Application Suite window, select
Figure 2-1 Module Selection Bar
Cable Management Main Window
The Cable Management main window is composed of following two parts
• Navigation pane on the left hand side of the window
• Grid pane on the right hand side of the window
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Getting Started
Figure 2-2 Cable Management Main Window Panes
Navigation Pane
At the bottom of the navigation pane, you will find the sub-module
selection tabs. The upper part of the navigation pane displays the
options available for the selected sub-module.
Grid Pane
The grid pane on the right hand side of the window displays data and
toolbars appropriate to the option selected. For the Ports and Cables
sub-module, this area contains the cables' grid which is composed of the
following parts:
• Action toolbar - contains the currently available tools and action
• Column Heading bar - each column represents one data field of the
current cable
• Filters bar - where you define filters
• Data rows - each row represents one data record
• Status Bar - displays current status, paging information, and some
additional action buttons
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Sorting Grid Records
In the cables' grid, you can sort the displayed cables by any of the
columns, but only by one column at a time. A small triangle in the
column heading indicates the sort field and sort order. Follow the steps
below to sort grid records.
— Click in a column heading to sort by that column.
—
The first time you click in the column heading, it is sorted
by ascending order. A small triangle
in the column
heading indicates the sort order.
—
To reverse the sort order, click in the column heading again.
The small triangle is reversed
order.
indicating descending sort
Filtering Grid Records
By setting filtering conditions, filtering enables you to display only
records that match the defined filter fields. If more than one filter field is
defined, only records matching all non-empty filter fields are displayed.
To filter cable records, perform the following steps.
Step 1 If the filter bar is not shown, right-click any of the column headings and
select filter bar, or click Filters
on the action toolbar.
Step 2 In a column to which you wish to apply a filter, click the filter icon
and select from the popup menu the appropriate relation for the filter.
Step 3
Click in the filter cell (not on the icon). A value entering text box opens.
Step 4 Enter the appropriate value.
Step 5
To activate all currently set filters now, press Enter, or wait until all filters
Step 6
Step 7
Repeat steps 2 to 5 for each column to which you wish to apply a filter.
To activate all set filters, click any of the filter icons in the filters bar and
select Apply All Filters.
The new selection is displayed. The paging information and tools on the
status bar reflect the results of applying the filters as shown in Filtering
Figure 2-3 Filtering Results
Managing the Displayed Columns
You can control which columns to show and their order. However, this
setting is not saved and is valid only for the current display.
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Getting Started
Hiding Columns
To hide one column from the display, right-click the heading of the
column you wish to hide and select Remove This Column from the
popup menu.
Selecting the Displayed Column
To select the displayed columns, do the following.
Step 1 Right-click anywhere in the column heading row and select Select
Columns from the popup menu.
A second popup menu opens with all the available columns displayed.
Step 2 Click next to each column’s name to alternately check or uncheck that
column.
Step 3 Once all columns are checked or unchecked to suit your needs, select
Apply Changes from the second popup menu.
Displaying All Columns
To display all columns, do the following.
Step 1 Right-click anywhere in the column heading row and select Select
Columns from the popup menu.
Step 2 Select Reset from the second popup menu.
Changing Column Order
The order the columns appear on the Cable Management main window
can be changed by following the steps below.
Step 1 Drag a column heading to another place in the column heading row until
the border between two adjacent column headings becomes bold.
Step 2 Drop the column heading in its new place.
Managing Favorites
Favorites enable you to assign a name and save the current filter and
column setting so that you can use them again whenever you need
them.
Saving a Current Setting as a Favorite
To save the current setting as a favorite, do the following.
Step 1 Set the filter and column setting and activate it to ensure the setting is
correct.
Step 2 In the action toolbar, click Add to Favorites
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Figure 2-4 Saving Favorites
Step 3 In the Save As dialog box, type a name for this favorite filters setting. If
you wish to make it your default filters setting, check the Set as Default
check box.
Step 4 Click Save.
The new setting is saved to your favorites list.
Using a Favorite Filter Setting
To use a favorite filter setting, do the following.
Step 1 In the action toobar, open the Select Favorite.......
drop-down list.
Step 2 Select the desired filter. The selected setting is applied.
Organizing Favorites List
Favorite lists can be organized to suit your preferences. Favorites can be
deleted, edited, or switched to another favorite. To organize favorites,
do the following:
Step 1 In the action toolbar, click Organize Favorites
.
Step 2 In the Organize Favorites dialog box do one of the following:
—To delete a favorite, click in the favorite row to select it, then click
delete
.
—To edit a favorite, click in the favorite row to select it, and then click
Edit
.
—To change the default favorite, check or uncheck the default check
box. There can be only one default favorite.
Step 3 Close the Organize Favorites dialog box.
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Getting Started
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User Defined Fields
User Defined Fields Applications
User defined fields enable you to adjust the Cable Management Module
to your organization’s needs. Up to 20 potential user defined fields exist.
The field names in the database are Info1 through Info20. You cannot
add or delete user defined fields or change their names. However, in
order to use these “raw” fields, you have to make them visible and
define their properties to suit your needs; otherwise they remain
invisible and cannot be used.
Editing User Defined Fields
To make the fields visible and define their properties, perform the
following steps.
Step 1 Select Ports and Cables from the sub-module selection tabs.
displays.
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User Defined Fields
Figure 3-1 User Defined Info Fields Grid
Step 3 For each field you wish to define, complete the datafill as described in
Step 4 Click Save to save changes.
User Defined Field Descriptions
Table 3-1 User Defined Fields - Datafill
Field
Description
To use an info field you must make it visible by checking this
check box. Visible fields have appropriate data entry boxes in
the Cable dialog box and may be shown in the cables’ grid.
Visible
Uncheck this check box to make the field invisible. The
system behaves as if the field doesn’t exist, but any
information already stored in the field is not discarded. When
this field is made visible again, information is available.
The name of the field in the database. You cannot change this
name.
Name
Label
Type
The field’s label in the user interface.
Select the desired type from the drop-down menu.
Text fields can hold up to 50
characters of free text.
Text
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User Defined Fields
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Field
Description
Option List
Select Option List to define a closed
set of pre-defined values for the field.
In the Cable dialog box, these values
will be available for selection from a
drop-down list.
To define the available options:
• Click Edit
options list.
next to the
• In the upper text box of the List
Editor dialog box, enter a value and
press the Enter key or click New
to transfer it to the list below.
• Repeat the previous step for each
predefined optional value.
• To delete a value, select it and then
click Delete
.
• When done, click OK.
Select Checkbox to define a true/
false field.
Checkbox
For Info fields of type Text and Option List, check this box to
make the field mandatory and uncheck it to make the field
optional.
Mandatory
For Info fields of type Checkbox, this field is not relevant.
Define the default value of the field.
Define a group name
Default Value
Group
All fields with the same group names appear in the dialog box
together under the heading of this group name. Optional
Show in Manage Cables
Display this field in the cable’s grid.
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User Defined Fields
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Managing Cables
This chapter explains cable identification, location, and status data,
along with additional information on specific cable management fields.
Cable Data
Once the Info fields are defined, you can begin entering or importing
cable data. Cable details include:
• Cable Identification Data - extension, LEN, campus, circuit, data
source, pair
• Physical Location Data - building, floor, room, closet, jack
• Status Information - jack status, pair status, DID
• Additional info - up to 20 cable management specific fields (see User
To open the cable management grid, under the sub-module selection
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Managing Cables
Figure 4-1 Cable Grid
Adding a New Cable
To add a new cable, do the following.
Step 1 In the cable management grid, click Add
in the action toolbar.
Figure 4-2 displays.
Figure 4-2 Cable Dialog Box
Step 3 When done, click Save
to save the cable
OR
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Managing Cables
4-3
Click Save & New
cables.
to save the cable and continue adding new
Viewing and Editing a Cable
Viewing and editing cables can be done in the Cable Management main
window. To edit a cable, do the following.
Step 1 Select a cable and then click Edit
in the action toolbar.
OR
Right-click any cable’s data row and select Edit Cable from the popup
menu.
OR
Double-click on a cable.
—The Edit Cable dialog box opens.
Step 2 Edit the cable fields.
Step 3 When done, do one of the following:
—Click Save
to save the cable.
to save the cable and continue editing cables.
—Click Save & New
Deleting a Cable
Perform the procedure below to delete a cable.
Step 1 In the cables’ main window, do one of the following
—Select a cable and then click Delete
in the action toolbar.
OR
—Right-click any cable’s data row and select Delete Cable from the
popup menu.
Step 2 In the Delete Confirmation dialog box, select
.
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Managing Cables
Deleting all Cables
Only the administrator can use the Delete All functionality.
NOTE
Step 1 In the cable’s main window, select a cable and then click
in
the action toolbar.
Step 2 In the Delete Confirmation dialog box, select
.
Table 4-1 Cable Fields
Field
Extension
LEN
Description
The extension currently active through the cable. Select an
extension from the drop-down list of all extensions. This field is
used to integrate the Cable Management Module with Devices
and Work Orders.
*0
*0
Identification of the Local Exchange Node.
Note: At least one of the field’s Extension, LEN, or Pair must be
defined.
Campus
Circuit
Closet
Building
Floor
0
0
0
0
0
0
0
The campus where this cable is installed.
The circuit for this cable.
The cable’s closet.
Describing the physical location of the cable socket.
Describing the physical location of the cable socket.
Describing the physical location of the cable socket.
Identification of the cable’s jack.
Room
Jack
Identification of the pair connected to the cable. Pair ID must be
unique.
Pair
*0
Pair Status
DID
0
0
Select from the drop-down list: Available, Used, N/A, or Other.
The external dialing number to the extension.
Any free text.
Comments
M
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Administration
This chapter introduces you to tasks associated with the Administration
sub-module.
Administration - Introduction
The Administration sub-module enables you to export and import cable
files and to backup and restore from backup.
Importing and Exporting Files
You can export and import to comma delimited files (CSV files).
Importing Cables From a File
Import is done from a file on your local computer. To import cables, do
the following.
Step 1 In the sub-module selection tabs, select Administration.
Step 2 In the Option Selection area, select Import. The Import Cables dialog
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Administration
Figure 5-1 Import Cables Dialog Box
Step 3 Enter the full path name or click Browse... and select the file.
The file must confirm to the cable management structure:
• The Header record and the number of fields in each record must
match the cable record.
• At least one of the field’s Extension, LEN, and Pair must be defined.
• The pair field must be unique.
Step 4 Click
.
Step 5 A dialog box suggesting to backup the data before executing the import
displays. Click
to backup.
Step 6 Click
.
Step 7 When the import is finished, the system displays one of the following
messages:
• “Import Cables finished successfully.” Click OK to continue.
• “Import Cables finished with errors. Please see logs for details.” Click
the Log File link to see the errors found in the file. When finished, click
OK.
Exporting Cables into a File
Export is done to a file on the server.
Step 1 In the sub-module selection tabs, select Administration.
Step 2 In the Option Selection area, select Export. The Export Cables dialog
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Administration
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Figure 5-2 Export Cables Dialog Box
Step 3 Click Browse....and select the appropriate directory on the server.
Step 4 Enter a file name. The file suffix must be CSV.
Step 5 Click
.
displays.
Figure 5-3 Export Finished Dialog Box
Step 7 Click the link to view the exported data or click OK to continue.
Backing Up and Restoring Cables
To backup and restore cables, perform the following procedure.
Step 1 In the sub-module selection tabs, select Administration.
Step 2 In the Option Selection area, select Management. A grid showing
existing backups of cables displays.
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Administration
• Create a new backup by clicking Backup
.
• Delete an existing backup by clicking Delete or Delete All.
• Restore cable data from a specific backup. Select a backup row and
click Restore
.
• View a specific backup by clicking the backup name.
Figure 5-4 Backup Grid
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Reports
This chapter describes report types, specific parameters and report
output options for the Cable Management Module.
Reports - Introduction
The Cable Management Module includes six report types (described in
• Viewing on screen
• Sending it to a printer
• Sending it as an e-mail attachment in one of the following formats:
— MS Word document (DOC)
— MS Excel document (XLS)
— Portable document (PDF)
Table 6-1 Available Reports
Report Name
Description
Available Jacks
Available Pairs
Jacks by Status
Pairs by Status
List of Extensions
Duplicate Entities
Lists the available jacks grouped by the selected Group By field.
Lists the available pairs grouped by the selected Group By field.
Lists all jacks with the selected status.
Lists all pairs with the selected status.
Lists all extensions with the requested data.
Lists duplicate entities of the checked entity types.
Generating a Report
To generate a report, do the following.
Step 1 In the sub-module selection tabs, select Reports.
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Reports
The relevant Report dialog box displays. Each report has a
Duplicate Entities dialog box.
Figure 6-1 Duplicate Entities Dialog Box
Step 4 Select Send Output to options and supply the required additional
Step 5 Click
.
Table 6-2 Report Specific Parameters
Report Name
Parameter Name
Description
Select how to group the list of jacks
from:
• Campus
• Circuit
• Building
• Floor
Available Jacks Group By
• Room
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Report Name
Parameter Name
Description
Select how to group the list of pairs from:
• Campus
• Circuit
• Building
• Room
Available Pairs Group By
Select how to filter the list of jacks from:
• All - no selection
• Available
• Used
Jacks by Status Filter By
• Broken
• N/A
• Other
Select how to filter the list of pairs from:
• All - no selection
• Available
• Used
Pairs by Status Filter By
• Broken
• N/A
• Other
Select how to group the list of
extensions from:
• Campus
• Circuit
• Building
• Floor
List of Extensions Group By
• Room
Select which type of duplicate entities to
include in the report:
• Extension
Duplicate Entities Duplicate Entities
• LEN
• Jack
• Circuit - Pair
Table 6-3 Send Output To - Options
Send Output to
Screen
Parameter Name
Description
Sends the generated report to your screen.
Sends the generated report as an e-mail
attachment to the supplied address.
E-mail
E-Mail Address
Supply the e-mail address to send the report to.
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Reports
Send Output to
Parameter Name
Description
Select one of the following formats:
• MS Word document (DOC)
Output Format
• MS Excel worksheet (XLS)
• Portable document (PDF)
Sends the generated report to the specified
printer.
Printer
Select Printer
Select a printer form the drop-down list.
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7
Integration with other Modules of
Application Suite
The Cable Management Module supports integration with other modules
of the Application Suite.
Integration - Introduction
Once the Cable Management is installed, it is integrated with the
Application Suite database in two places.
• In the device dialog box of the Org Utilities module
• In the new ticket dialog box of the Help Desk module
The integration is based on matching the extension field.
Integration with Devices
In the Device dialog box, if the device matches an extension number in
the Cable Management Module, then:
• A Cable Information link on the device dialog box enables you to
access the cable dialog box directly from the device.
• The information displayed in the fields Building, Room, and Floor
example.
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Integration with other Modules of Application Suite
Figure 7-1 Device Integration
Integration with Tickets
In the Ticket dialog box of the Help Desk module, if the field
Extension/Resource matches an extension in the Cable Management
Module, then:
• A cable information link on the Ticket dialog box enables you to access
the Cable dialog box directly from the Ticket.
• The information displayed in the fields Building, Room, Floor, Pair,
an example.
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Integration with other Modules of Application Suite
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Expense Management Cable Managment Module User Guide
NDA-31153, Revision 1
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