How To Share Queries - Revision history

Admin: /* Configuration Manager */

2024-05-10T20:31:10Z

Configuration Manager

← Older revision		Revision as of 16:31, 10 May 2024
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	Follow the same steps as [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries#Advanced_Search_&_Favorite_Searches Advanced Searches & Favorite Searches]		Follow the same steps as [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries#Advanced_Search_&_Favorite_Searches Advanced Searches & Favorite Searches]

	IMPORTANT! - In order to receive a query from another user via the Configuration Manager, the user receiving it must be logged out of TraCS. If they are logged in, the share will not work.		IMPORTANT! - In order to receive a query from another user via the Configuration Manager, the user receiving it must be logged out of TraCS.   If they are logged in, the share will not work.

	=====File Export/Import=====		=====File Export/Import=====

Admin at 20:29, 10 May 2024

2024-05-10T20:29:20Z

Admin: /* Non-Hosted Agencies */

2024-05-10T20:24:54Z

Non-Hosted Agencies

← Older revision		Revision as of 16:24, 10 May 2024
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	Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.		Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

	Have ~~the~~ user(s) ~~who are receiving the query~~ log out of TraCS.		Have those user(s) log out of TraCS.

	Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.		Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.

Admin: /* Hosted Agencies */

2024-05-10T20:24:19Z

Hosted Agencies

← Older revision		Revision as of 16:24, 10 May 2024
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	Let us know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.		Let us know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

	Have ~~the~~ user(s) ~~who are receiving them~~ log out of TraCS.		Have those user(s) log out of TraCS.

	Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.		Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.

Admin: /* Configuration Manager */

2024-05-10T20:22:44Z

Configuration Manager

← Older revision		Revision as of 16:22, 10 May 2024
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	Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.		Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

	Have the user(s) who are receiving ~~them~~ log out of TraCS.		Have the user(s) who are receiving the query log out of TraCS.

	Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.		Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.

Admin at 20:19, 10 May 2024

2024-05-10T20:19:33Z

← Older revision		Revision as of 16:19, 10 May 2024
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	~~[[Image:Wiki_Under_Construction.jpg]]~~

	===Overview===		===Overview===

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	====Ad Hoc Queries====		====Ad Hoc Queries====

	Before you share an ~~ad hoc~~ query, make sure that you have tested it to make sure that it works and yields the results that you want.		Before you share an Ad Hoc query, make sure that you have tested it to make sure that it works and yields the results that you want.

			For new queries, once you have finalized, log out of TraCS so that it saves to your default profile.

			For existing queries, logging out is not necessary.

	=====Configuration Manager=====		=====Configuration Manager=====

Admin at 20:14, 10 May 2024

2024-05-10T20:14:46Z

← Older revision		Revision as of 16:14, 10 May 2024
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	For existing queries, logging out is not necessary.		For existing queries, logging out is not necessary.

	~~<u>IMPORTANT!</u> In order to receive a query from another user, the person receiving it must be logged out of TraCS.   If they are logged in, the share will not work.~~		=====Configuration Manager=====

	~~=====~~Configuration Manager~~=====~~		<u>IMPORTANT!</u> In order to receive a query from another user via the Configuration Manager, the person receiving it must be logged out of TraCS.   If they are logged in, the share will not work.

	======Hosted Agencies======		======Hosted Agencies======
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	Let us know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.		Let us know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

	~~Remember,~~ the user receiving the ~~query must be logged out or~~ the ~~share will not work~~.		Have the user(s) who are receiving them log out of TraCS.

			Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.

	======Non-Hosted Agencies======		======Non-Hosted Agencies======
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	Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.		Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

	~~Remember,~~ the user receiving the ~~query must be logged out or~~ the ~~share will not work~~.		Have the user(s) who are receiving them log out of TraCS.

			Once queries are shared, they will be listed on the applicable search tab the next time the user(s) log in.

	<u>Agency Administrators</u> -		<u>Agency Administrators</u> -

			You must be in Office mode to share queries from the Configuration Manager.

			Log into the Configuration Manager.

			Go to the Users tab and then press the User Defaults button.

			Search for the User Defaults ID for the person who is sharing the queries.   Normally, the User Defaults ID is the same as the User ID.

			Highlight the User Defaults ID on the list and press the Launch Search Defaults Editor button.

	[[File:QueryShare1.png]]		[[File:QueryShare1.png]]

			Expand the search types and check the boxed next to the queries to be shared and press Copy.

	[[File:QueryShare2.png]]		[[File:QueryShare2.png]]

			Search for the User ID for the person who is receiving the query.

			Check the box next to the ID and press OK.   Press OK again to exit the Search Defaults Editor.

			Press Close to close out of the Users tab.

	[[File:QueryShare3.png]]		[[File:QueryShare3.png]]

Admin at 19:54, 10 May 2024

2024-05-10T19:54:03Z

← Older revision		Revision as of 15:54, 10 May 2024
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			[[Image:Wiki_Under_Construction.jpg]]

	===Overview===		===Overview===

Admin at 19:27, 10 May 2024

2024-05-10T19:27:50Z

← Older revision		Revision as of 15:27, 10 May 2024
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	====Advanced Search & Favorite Searches====		====Advanced Search & Favorite Searches====

	Before you share an Advanced Search or Favorite Search, ~~first~~ make sure that you have tested it to make sure that it works and yields the results that you want.		Before you share an Advanced Search or Favorite Search, make sure that you have tested it to make sure that it works and yields the results that you want.

	For new queries, once you have finalized, log out of TraCS so that it saves to your default profile.		For new queries, once you have finalized, log out of TraCS so that it saves to your default profile.
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	====Ad Hoc Queries====		====Ad Hoc Queries====

	Before you share an ad hoc query, ~~first~~ make sure that you have tested it to make sure that it works and yields the results that you want.		Before you share an ad hoc query, make sure that you have tested it to make sure that it works and yields the results that you want.

	=====Configuration Manager=====		=====Configuration Manager=====

Admin at 19:23, 10 May 2024

2024-05-10T19:23:44Z

← Older revision		Revision as of 15:23, 10 May 2024
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	=====Configuration Manager=====		=====Configuration Manager=====

			======Hosted Agencies======

			Contact [mailto:support@tracsflorida.org TraCS Support] if you would like to share your queries.

			Let us know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

			Remember, the user receiving the query must be logged out or the share will not work.

			======Non-Hosted Agencies======

			Contact your agency administrator if you would like to share your queries.

	~~======Hosted Agencies======~~		Let them know the type of query (advanced, favorite, or ad hoc), the name of the query, and the user(s) who should receive the query.

			Remember, the user receiving the query must be logged out or the share will not work.

			<u>Agency Administrators</u> -

	~~======Non-Hosted Agencies======~~

← Older revision		Revision as of 16:29, 10 May 2024
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	===Overview===		===Overview===

	Advanced Searches, Favorite Searches, and AdHoc queries may be shared between users.		Advanced Searches, Favorite Searches, and AdHoc queries may easily be shared between users.

	Advanced Searches and Favorite Searches may be shared via the Configuration Manager.		Advanced Searches and Favorite Searches may be shared via the Configuration Manager.
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	=====Configuration Manager=====		=====Configuration Manager=====

	<u>IMPORTANT!</u> In order to receive a query from another user via the Configuration Manager, the person receiving it must be logged out of TraCS.   If they are logged in, the share will not work.		<u>IMPORTANT!</u> - In order to receive a query from another user via the Configuration Manager, the person receiving it must be logged out of TraCS.   If they are logged in, the share will not work.

	======Hosted Agencies======		======Hosted Agencies======
Line 83:		Line 83:
	Follow the same steps as [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries#Advanced_Search_&_Favorite_Searches Advanced Searches & Favorite Searches]		Follow the same steps as [https://www.tracsflorida.org/wiki/index.php?title=How_To_Share_Queries#Advanced_Search_&_Favorite_Searches Advanced Searches & Favorite Searches]

	IMPORTANT! In order to receive a query from another user via the Configuration Manager, the user receiving it must be logged out of TraCS. If they are logged in, the share will not work.		IMPORTANT! - In order to receive a query from another user via the Configuration Manager, the user receiving it must be logged out of TraCS. If they are logged in, the share will not work.

	=====File Export/Import=====		=====File Export/Import=====

	:~~Close out of~~ the query criteria screen.		:If you are in the query criteria screen, close out of it by pressing Finish.
	:Highlight the query on your list, right click, and click Export.		:Highlight the query on your list, right click, and click Export.
	:Browse for the location where you want to save the file. If you don't choose a folder, the query will save to C:\ProgramData\TraCS\Adhoc Queries.		:Browse for the location where you want to save the file. If you don't choose a folder, the query will save to C:\ProgramData\TraCS\Adhoc Queries.
	:Give the file to other user(s) via email, shared drive, flash drive, etc.		:Give the file to other user(s) via email, shared drive, flash drive, etc.
	:Have the user(s) receiving the file copy it here - C:\ProgramData\TraCS\Adhoc Queries		:Have the user(s) receiving the file copy it here on their machine - C:\ProgramData\TraCS\Adhoc Queries
	:Have them log into TraCS, go to the Advanced tab, AdHoc Queries		:Have them log into TraCS, go to the Advanced tab, AdHoc Queries
	:Right click in the white space and Import		:Right click in the white space and Import