Mincom LinkOne WinView Getting Started Guide

Mincom LinkOne WinView
Getting Started Guide
Version 5.0
July 2006
Legal Statement
Mincom LinkOne Version 5 Foundation Partner License Deed Summary
As part of the development process for Mincom LinkOne Version 5 Mincom Limited is
providing a limited number of valued end customers and resellers with a restricted license
enabling early access and evaluation of Mincom LinkOne Version 5.
For the purposes of providing early access and evaluation, Mincom LinkOne Version 5 has
been engineered with a time limiting mechanism which operates to restrict the period of
evaluation to 60 days from installation. On expiration of this period each customer or reseller
is required to return Mincom LinkOne Version 5 and accompanying documentation to
Mincom Limited.
Mincom is not charging a fee for participation in the Mincom LinkOne Version 5 evaluation
and whilst there are no financial incentives offered for participation, Mincom Limited will be
working closely with all customers and resellers to evaluate and test Mincom LinkOne
Version 5 within their business environment and during this process will welcome all
comments and suggestions relating to improvements or requirements relating to the business
operated by the customer or reseller.
Due to the limited early access and evaluation nature of the license to use Mincom LinkOne
Version 5 each customer and reseller will be required to execute a Mincom LinkOne Version
5 Foundation Partner License Deed which details the terms and conditions of the License and
contains strict non disclosure and confidentiality obligations. Each customer or reseller is
specifically restrained from disclosing, publishing, demonstrating, capturing, discussing, or
presenting any aspect of Mincom LinkOne Version 5 with any party other than Mincom
Limited.
This summary is not intended to be an extensive review of the important terms of the Mincom
LinkOne Version 5 Foundation Partner License Deed, and as such Mincom Limited
recommend that each customer and reseller obtain independent legal advice on the terms of
the deed prior to execution.
Mincom Limited look forward to working with each customer and reseller during this evaluation
process.
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System Requirements
The minimum system requirements to run LinkOne WinView are:
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Personal computer running;
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Windows 2000 with Service Pack 4,
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Windows 2000 Server with Service Pack 4,
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Windows XP with Service Pack 2,
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Or Windows 2003 Server with Service Pack 1.
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Microsoft .Net Framework v2.0 Installed.
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40 Megabytes (MB) of available hard disk space.
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Microsoft® Internet Explorer v6.0 with Service Pack 1 or greater.
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Table of Contents
Legal Statement
ii
System Requirements
iii
Table of Contents
iv
Overview
5
Installing LinkOne WinView
6
Getting Started with LinkOne WinView
11
Running LinkOne for the first time
11
Viewing LinkOne Content
Adding LinkOne Libraries
Opening a LinkOne Book
The LinkOne WinView User Interface
Toolbars
LinkOne Controls
Table of Contents Control
Pictures Control
Parts List Control
Selection List Control
Configuring LinkOne WinView
Using the Configuration dialog
Notes
Editing Notes
The Notes Explorer
Parts List Notes
Bookmarks
Editing Bookmarks
Searching
12
13
14
15
16
24
26
27
29
29
30
31
32
33
34
34
35
36
36
Filtering
37
Printing
38
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Overview
The Mincom LinkOne team is pleased to announce the latest release of LinkOne Viewer V5.0.
This release is a major milestone for us and for our customers as we move LinkOne
progressively forward.
LinkOne WinView has been written from the ground up, using a new flexible and sustainable
framework that will provide value for our customers for years to come. LinkOne WinView also
provides a new development framework for developers, providing them with a powerful, highly
customizable graphical content management and distribution solution that can be tailored to
their rapidly changing business needs.
New Microsoft.Net development libraries are now available to enable you to 'plug in' to
LinkOne and synchronize data with your existing systems to provide real time data relevant to
the LinkOne part you are currently viewing. You can even integrate LinkOne WinView into
your existing applications. We encourage all users, administrators and developers using this
new version LinkOne WinView to sign up to the LinkOne forum.
For the latest information about Mincom LinkOne, upgrades, documentation and tips, please
visit the Mincom LinkOne WebSite at http://www.mincom.com/linkone or the Mincom LinkOne
Forum at http://linkoneforum.mincom.com.
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Installing LinkOne WinView
To install LinkOne WinView double-click on the LinkOne installation executable file that was
downloaded from the LinkOne website. The installation will begin configuring itself, and
analyzing your system for details required to install LinkOne. The welcome screen will then
show. Click Next to begin the installation process.
You will now be asked to accept the software agreement for using LinkOne WinView Alpha
5.0. We ask that all users installing LinkOne WinView read this before accepting the terms of
the agreement. Once you have read the agreement, click the accept radio button, and then
click Next.
Enter the user name and organization of the primary user of LinkOne WinView. If you select
the first option (All users) then all users who log onto the computer will be able to run Mincom
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LinkOne WinView from their Start menu. If you choose the second option (Only for me) then
only you will be able to run Mincom LinkOne WinView from the start menu. Select your
desired option and click Next to continue the installation process.
You are now required to select which type of install you wish to run. The Typical option will
install LinkOne WinView the hard drive your windows operating system is installed to and
install the main LinkOne WinView component. If you wish to customize where LinkOne
WinView is installed to and what features are installed select Custom. Click Next to continue
the installation process.
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If you choose the Custom installation type you will see the Custom Setup screen. This screen
allows you to change what features of LinkOne WinView will be installed and where these will
be installed to on your hard drive. The Technical Reference Material includes all sample
application code and the Technical Reference Guide. The LinkOne DBMan option will install
the Configuration Manager which replaces the old DBMan functionality in previous versions,
as an added option you can also install the source code used to develop DBMan.
The installation process has now gathered enough information to install LinkOne WinView
onto your computer. Click the Install button to begin copying and configuring files on your
computer.
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You will see a number of installation tasks, with a progress bar indicating how far the
installation task has progressed.
Once all installation tasks have completed successfully, you will see the final installation
screen. Click Finish to complete the installation process.
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You can now run LinkOne WinView from the Windows Start menu.
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Getting Started with LinkOne
WinView
This guide provides an overview of LinkOne WinView functionality and how to start using it
quickly and easily. For detailed information on LinkOne WinView functionality we encourage
all users to make use of the integrated help file inside LinkOne WinView by pressing F1 when
running the program, or running the LinkOne WinView Users Guide from the WinView start
menu group.
Running LinkOne for the first time
If this is your first time using LinkOne WinView V5 and you have previously installed LinkOne
WinView v4.3, a pop-up dialog will ask if you would like to import your settings from previous
versions.
Figure 1: Import Settings dialog
To prevent this dialog from appearing, you must edit the Mincom.LinkOne.WinView.config file
and add the following XML element.
<mincom.linkone>
<winview>
<migrated value="True">
...
When you click OK, the following settings from the LinkOne.ini file used in previous versions
will be imported into LinkOne WinView V5 allowing you to start using LinkOne WinView
immediately.
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StartUp:
[ImageLink]InitialState
[ImageLink]Publisher
[ImageLink]Book
[ImageLink]Object
Libraries:
[ImageLink]IL_LOC_
[ImageLink]IL_LOC_DISABLED
Notes:
[ImageLink]PrivateAnnotationsDir
[ImageLink]PublicAnnotationsDir
SelectionList:
[ImageLink]DefaultSelectionList
[ImageLink]Selections
PartsList:
[ImageLink]ColumnHeadingColor
[ImageLink]CurrentEntryColor
[ImageLink]CurrentItemColor
Pictures:
[ImageLink]ActiveColor
[ImageLink]InactiveColor
TableOfContents:
[ImageLink]Hierarchy
SelectBook:
[ImageLink]LastPublisher
[ImageLink]LastBook
RecentBooks:
[Last Books]*
Licenses:
[ImageLink]Viewer Security Keys - V4
[ImageLink]Viewer Serial Numbers - V4
Viewing LinkOne Content
To start viewing LinkOne content you will need to configure your libraries and then open book.
This section aims to get you up and running quickly so you can start exploring LinkOne
WinViews features. Further sections will assist in exploring LinkOne features in more detail.
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Adding LinkOne Libraries
To add a LinkOne library, open the configuration menu by opening the Tools menu from the
toolbar and selecting Configure. This opens the Configuration dialog which allows users to
configure and customize LinkOne WinView. Select the Libraries menu item in the tree list on
the left hand side of the dialog to open the libraries configuration pane.
Figure 2: Configuration - Libraries
The libraries configuration pane contains a toolbar at the top of the pane which allows you to
add, remove and edit library information.
Figure 3: Libraries Toolbar
How to Add, Remove or Disable a Library
1. From libraries configuration pane, click the Add Local Library button.
2. A folder browsing dialog will be shown. Select the folder where your LinkOne libraries are
located and click OK.
3. You will now see your library under the All Libraries folder in the configuration pane.
ƒ
You can expand a library to see which publisher and books are available from that library.
ƒ
To remove a library, select the library from the list, and click the Delete Selected Library
button.
ƒ
To disable a library, select the library from the list, and click the Disable Library button.
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Opening a LinkOne Book
You can open a LinkOne book from the Select Book dialog which can be accessed from the
Navigation toolbar or the File menu.
Figure 4: Opening Select Book dialog from File menu
Figure 5: Select Book Command Button
The Select Book dialog will open and list books from libraries that are enabled in the libraries
configuration screen. To open a book select the book from the tree and click Open or double
click on the book in the list. You can preview the picture on the first page using the Preview
button and also open a book from a bookmark or view a book you have recent viewed via
history.
Figure 6: Select Book dialog
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The LinkOne WinView User Interface
The LinkOne WinView window contains a number of main controls such as; the Table of
Contents (or TOC) control, the Picture control, the Parts List control, Related Pages control
and the Selection List control. There are also a number of toolbars; Pictures, Navigation,
Navigation 2 and Notes which have tool buttons placed on them to help you access LinkOne
functionality quickly. All of these controls can be highly customized to help you get the most
out of LinkOne WinView, and make the most of your screen real-estate.
Figure 7: The LinkOne User Interface
Each LinkOne control can either be a dockable window which can be floated inside the main
LinkOne WinView window, or a fixed tabbed control which cannot be floated on the screen but
can be grouped with other tabbed controls.
How to make a LinkOne Control Docked/Tabbed
1. Right click on the title bar of the control you wish to alter.
ƒ
Select the Dockable menu option to make the control a docked control that can be
floated. Select the Floating option to make the control a Floating docked control.
ƒ
If a control is already docked, click the Dockable menu option to make it a tabbed control.
If a dockable control is floating and you select the Dockable menu option the control will
be changed to a tabbed control.
Figure 8: Context Menu on Tabbed Control with Groups
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Toolbars
Toolbars allow a user to host command buttons that are shortcuts to common functionality
provided by LinkOne WinView. They can be docked or floated much the same way as
LinkOne controls. Each toolbar can contain any number of command buttons and a command
button can exist on any number of toolbars.
Figure 9: Docked Navigation Toolbar
You can move a docked toolbar to a different docked or floating location by clicking on the
edge dragging the toolbar to the edge of the LinkOne window or double clicking on the
toolbar's handle (not on the buttons) will dock or float the toolbar.
Figure 10: Floating Navigation Toolbar
Toolbars and command buttons can be customized using the Toolbar Customization dialog
which can be accessed via any toolbar by right clicking on it and selecting the Customize...
option
Figure 11: Opening Toolbar Customization Dialog from Context Menu
Customizing Toolbars
The Toolbar Customization dialog provides options to create and customize toolbars LinkOne
WinView.
How to customize Toolbars
1. Left-click on the small arrowhead located on the bottom right of a docked toolbar, or the
top left of a floating toolbar to open the toolbar menu.
2. Click the Add or Remove Buttons menu option to open a new sub-menu.
3. Select the Customize... menu option to open the Toolbar Customization dialog.
ƒ
You can also quickly add or remove a toolbar from the toolbar by clicking on the button's
menu item listed in the Add or Remove buttons sub-menu.
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Selecting the Reset Toolbar menu option will clear any customization made to the toolbar.
Custom toolbars created by users can be deleted or renamed, the default LinkOne
toolbars cannot be, however buttons can be added and removed from them.
Figure 12: Accessing the Customize Toolbar Dialog
ƒ
The toolbar customization dialog can be opened by right-clicking on any toolbar, and
selecting the Customize... menu option.
Figure 13: Opening Toolbar Customization Dialog from Context Menu
How to create a New Toolbar
1. Left-click the New... button to open the New Toolbar dialog.
Figure 14: Creating a new Toolbar
2. Enter a name for your toolbar in the Toolbar Name and select a location to dock your
toolbar from the Location combo box.
3. Click OK. Your new toolbar will appear on the main LinkOne WinView window and in the
Toolbars list.
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To delete or rename a toolbar, select the toolbar from the list and click either the delete or
rename buttons.
Figure 15: Creating a new Toolbar
Toolbar Options
The toolbars customization dialog contains options that change the behavior of all toolbars,
menus and command buttons. To customize these options, open the Toolbar Customization
dialog and open the Options tab.
Figure 16: Customize Toolbar Dialog - Options Tab
The options and their descriptions are given below.
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Always show full menus
If this option is selected, usage data will not hide menu
options that are not used regularly.
Show full menus after a short
delay
If Always show full menus is switched off, this option
will be enabled. If selected, when you open a menu that
has some options hidden due to being used infrequently,
after a short delay the menu will expand. If this option is
not selected, you must click on the small chevron to
expand the menu.
Reset my usage data
When you use the LinkOne menu, and menu items your
usage data is tracked. This counts how many times you
select a menu item from a menu (i.e. How often do you
open the File menu and Open a Book by Codes).
This is used for options like Always show full menus.
To reset the usage data, click this button.
Large Icons on Menus
If switched on, icons within the menus will appear twice
as large.
Large Icons on Toolbars
If switched on, icons on all toolbars will appear twice as
large.
List font names in their font
This option is not used within the LinkOne User Interface.
Show ScreenTips on toolbars
If switched on, when you hover the mouse over a toolbar
button a tool tip will appear after a short delay with the
description of the buttons actions.
Show shortcut keys in
ScreenTips
If you have mapped a keyboard mapping to a command
button, this will be displayed in the tool tip.
Menu Animations
Determines the animation used when menus are opened
and closed in LinkOne.
Floating Toolbar Fade Delay
Determines the amount of time required before a floating
toolbar will begin to fade out.
Customizing Command Buttons
Any toolbar that has either been created by a user, an administrator, or that is part of the
default toolbars shipped with LinkOne WinView can have command buttons added and
removed from them. Command buttons also make up menu options in the main menu, and
command buttons can be added, removed and customized in the same way as command
buttons on a toolbar.
Figure 17: Adding Buttons to Custom Toolbar
To start editing command buttons, open the toolbar customization menu from any toolbar, and
click on the commands tab.
How to Add Command Buttons to a Toolbar or Menu
1. Select the category of the commands you wish to add to the toolbar from the Categories
list box. Select All Categories to view all available command buttons
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2. Left-click the command button item from the Commands list, and drag it onto the toolbar
you wish to add it to.
3. You will notice a marker indicating the location on the toolbar the command button will be
placed. Release the mouse button to place the button on the toolbar.
Figure 18: Placement marker when placing Command Buttons on Toolbar
Figure 19: Adding Command Buttons to Menu
ƒ
You can also drag mouse buttons around on the toolbar and change the placement of
mouse-buttons in the same manner.
How to Remove Command Buttons from a Toolbar or Menu
1. Left-click and hold the mouse button down on the command button you wish to remove.
2. Drag the mouse cursor off the toolbar until the cursor displays a cross in the bottom right
corner of the mouse cursor.
3. Releasing the mouse button will remove the command button from the toolbar.
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Command Buttons Properties
The toolbar customization dialog allows command button properties such as images, text and
display options to be customized. To start customizing command buttons open the Toolbar
Customize menu and open the Commands Tab.
Figure 20: Edit Toolbar Button - Before Changes
How to Customize Command Buttons
Left-click the command button you wish to customize, a black border will surround the button.
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Click the Modify Selection button, and a menu will drop down displaying a list of properties of
the selected button.
Figure 21: The Modify Selection Menu
Below is a description of each menu item within the Modify Selection menu.
Reset
Resets any customizations made to the command button.
Delete
Deletes the command button from the toolbar.
Name
The name of the command button. If Text is set to show, this name
will be displayed.
Copy Button Image
Copies the command button's image to the Windows clipboard.
Paste Button Image
Pastes an image that has been copied to the Windows clipboard onto
the command button's panel.
Reset Button Image
Resets the command button image to the default image.
Edit Button Image
Opens the Edit Command Button image editor.
Default Style
Reset the display style to the default style.
Text Only (Always)
If selected, only the command button's Name will be displayed.
Text Only (in Menus)
If selected, when a command button is on a toolbar the image will be
displayed. In menus the button's Name will be displayed.
Image and Text
Displays both the command button's image and the Name.
Begin a Group
If selected, a small separator will be displayed before the button on
th t lb
If Windows only shows recently used menu items, Un-selecting this
option will hide the menu item until a menu is expanded.
Recently Used
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Command Button Graphics
Any command button image can be copied and pasted to and from other command button
images, or from the Windows clipboard when an image has been copied to it. You can also
edit the command button image yourself using the built-in image editor.
How to Edit a Command Button Image
1. Open the Toolbar Customization Dialog select the Commands tab.
2. Left-click the button from the toolbar or menu that you wish to edit.
3. Open the Modify Selections menu and select the Edit Button Image... option. The
Image Editor will appear.
4. Using the image editor's features, edit the image. When you are finished, open the File
menu select Save Image As to save the image to a file system, or Exit to close the image
editor. You will be prompted to save your changes, click Yes to save your changes, or No
to discard them.
Figure 22: The Toolbar Button Image Editor
Keyboard Shortcuts
The Toolbar Customization dialog allows keyboard shortcut keys to be mapped to a
command button to provide shortcuts to commonly used features.
How to Map a Keyboard Shortcut to a Command
1. Open the Toolbar Customization dialog and select the Toolbars tab.
2. Click the Keyboard... button located at the bottom of the dialog. The Customize
Keyboard dialog will appear.
3. From the Categories... list box select a category, and a command from the Commands
list box.
4. From the Specify a Shortcut combo box, select a key mapping.
5. Click Assign to assign the key mapping.
ƒ
Click Remove to remove a key mapping assignment.
ƒ
Click Reset All... to remove all key mapping assignments.
6. Click Close to close the Customize Keyboard dialog.
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ƒ
Note: If a key mapping has already been assigned to a command, the Current Assigned
to label will show the command the key mapping is mapped to. If you assign a mapping to
a key mapping that has been previously assigned, the old assignment will be overwritten.
Figure 23: Adding Custom Key Mapping
LinkOne Controls
Each control in LinkOne WinView is a dockable container which can be docked inside the
LinkOne WinView interface or floated as a panel anywhere on your Windows desktop. They
can be resized by hovering the mouse pointer on the edge you want to adjust, left clicking and
dragging the mouse until the control size is appropriate for your purposes.
How to float/dock a dockable control
1. Left-click and hold the mouse button down on the controls title bar.
2. Holding the mouse button down, move the mouse to another position on the screen. The
control will become transparent and move around with the movement of the mouse.
ƒ
If you move the mouse over a docking hint icon, a blue rectangle will show where the
control will be docked if you release the mouse button.
ƒ
If you move the grey outline to the edge of the LinkOne window you will notice it will
'snap' into place if you dock it to the edge of the window.
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3. Once you are happy with the new position of the control, release the mouse button.
Figure 24: Floating Contents Control
Docked containers can also be pinned or un-pinned. When a container is pinned it will stay
visible inside the LinkOne WinView interface. If a control is un-pinned it will be hidden into a
tab on a edge of the LinkOne WinView application when it loses focus. If the mouse hovers or
clicks on this tab, the control will show it self again. You can pin/un-pin a docked control by
clicking on the pin icon on the title bar of the control.
Figure 25: Pin/Un-Pin Button on Table of Contents
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Table of Contents Control
The table of contents control lists the pages contained in a LinkOne book. By selecting on of
these entries, LinkOne WinView will load that pages contents into the viewer. Each entry in
the parts list contains the pages title, the page number, and the page reference. If a page
contains child pages, a expansion icon will appear beside its entry. Clicking on this will expand
or collapse its child pages.
Figure 26: Table of Contents - Hierarchy Mode
Right clicking on the selection list control shows a context menu which provides access to
selection list functionality as well as an option to show a toolbar on the selection list control.
The context menu options are the same as those which appear on the toolbar.
Figure 27: The Table of Contents Toolbar
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Pictures Control
The pictures control remains largely unchanged for this alpha release of WinView. All graphics
formats are supported, and all pictures should display correctly. You can pan a picture and
zoom in by using the 'rubber-band', using the mouse-wheel or zoom function from the menu.
Figure 28: The Picture with rubber-band zoom
How to Zoom in on a Picture
1. Left-click on the picture and hold the mouse button down.
2. Drag the mouse to create a zoom 'rubber band'.
3. Release the mouse button to zoom into the picture.
ƒ
Alternatively, you can click anywhere on the picture and use the mouse-wheel to zoom in
and out of the picture.
ƒ
You can also change the zoom level by selecting an option from the zoom combo box, or
entering a percentage value and pressing the enter key.
Figure 29: The Picture Zoom Combo Box
Once the picture is larger than the viewable area, you will be able to pan around a picture,
thus changing the location of the toolbars and navigating around the picture easily.
How to Pan a Picture
1. Right-click on any point on the picture and hold the mouse button down.
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2. Drag the mouse in the opposite direction to which you wish to pan the picture. As you
move the mouse the picture will scroll with the mouse movements.
3. Release the mouse button to stop panning.
The Mini-Map
A new feature requested by users was a mini-map on the picture control. To show or hide the
mini-map click the command button that resides to the left of the zoom combo box.
Figure 30: Show/Hide mini-map button
A mini-map provides a full view of the currently viewed picture in a small window that can be
repositioned anywhere on the picture control. It can be resized and will always show the
complete picture. When the main picture is zoomed beyond its extents the mini-map will show
a green rectangle around the viewing area of the main picture.
Figure 31: The Picture Control with Mini-map
Clicking on any point on the mini-map will centre the view rectangle at that point on the main
picture. You can also left-click and drag the mouse cursor around on the mini-map which will
pan the picture.
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Parts List Control
The parts control displays parts list information, embedded documents (i.e. PDF and Word
documents) and html pages. If you click on a callout on the picture control, the corresponding
entry in the parts list is highlighted and conversely selecting an entry from the parts list will
highlight that callout in the picture control.
Figure 32: The Parts List Control
Selection List Control
The selection list control allows you to add or remove items from a LinkOne book which can
then be exported to different files or using the .Net development libraries exported to another
program or database. Double clicking on an entry in the parts list or picture control will add the
part information to the selection list. You can also add blank entries to the selection list and
edit the information yourself.
Figure 33: The Selection List Control
Right clicking on the selection list control shows a context menu which provides access to
selection list functionality as well as an option to show a toolbar on the selection list control.
The context menu options are the same as those which appear on the toolbar.
Figure 34: The Selection List toolbar
Selection List Field Mappings
Selection List Field Mappings allow you to determine which data is displayed in a selection list
when a part from a book is added. This is useful if you want to display different information
than that which is displayed in the parts list, or use information from a source external to
LinkOne WinView (i.e. A database). Selection List Field Mappings allow you to map fields from
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the current entry, picture, book, publisher or notes into the selection list fields. The Selection
List Field Mappings dialog is accessed from the Edit menu.
Figure 35: The Selection List Mappings Dialog
Configuring LinkOne WinView
LinkOne is configured using the Configuration dialog. This dialog allows you to customize the
appearance of LinkOne WinView, where LinkOne WinView will store information, licensing,
general viewer behavior and where LinkOne WinView should look for books. System
Administrators can also use this dialog to lock configuration options and easily deploy this
configuration to a network of LinkOne WinView users.
How To Access the Configuration Menu
1. Click Tools from the main menu bar
2. Left-click on the Configuration... menu option. The Configuration dialog will now load.
Figure 36: Accessing the Configuration Screen from Tools menu
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3. On the left side of the dialog there are a number of configuration categories. Clicking on a
category will load its options into the right side of the dialog and allow you to alter
configuration settings.
Figure 37: The Configuration Dialog
Using the Configuration dialog
The configuration dialog is split into two different areas; a configuration list which lists each
area of configuration, and a configuration pane which displays the configuration options for the
currently selected item in the configuration list.
Figure 38: The Picture Configuration Pane
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After you have finished configuring LinkOne WinView, clicking OK will save all your changes.
If you are a LinkOne Administrator, you will be able to save changes that will apply to all users
of LinkOne WinView by right clicking on a label inside the configuration pane and selecting
Administrator Setting.
Figure 39: Administration - Locking down Libraries
Notes
LinkOne WinView notes allow a user to store and review multi-lingual information inside the
viewer. Notes can be created using the Notes dialog which can be accessed from the Notes
menu and selecting the Notes... menu item.
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The main note dialog is split into two main sections, the note list which contains a sorted list of
notes currently accessible to the viewer, and a note pane which displays the information about
the currently selected note in the notes list. The note pane will change depending on the type
of note selected in the note list.
Figure 40: The Common Note Manager
LinkOne WinView provides a number of different note types which provide different
functionality, the note types and a description of them is given in the table below.
Program Note
A program note allows you to associate a foile with a book, a page, or
part. When the note is activated the associated file is executed.
Cross Reference
Note
A cross reference note gives you the ability link information between
two LinkOne books, pages or picture or parts list items together.
Text Note
A text note allows you store text/html that opens in a note viewer when
activated.
Value Note
A value note allows you to store a value in a note which can be
accessed from external programs.
Hyperlink Note
A hyperlink note is used to create a hyperlink to a website or another
LinkOne book.
Editing Notes
The Notes dialog has a toolbar which allows you to create, delete and modify LinkOne notes.
Figure 41: The Notes Toolbar
To create a note, click on the Add Note button and select the note type you wish to create. A
new note of that type will appear in the note list, and the note pane will open a blank form.
Once you have entered all required information you will be able to click OK to save your note
changes.
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If the OK button is disabled then there is incorrect or missing information in one of the notes
that has been currently edited. Incorrect or missing information is highlighted by an attention
icon next to the field which needs to be altered so the note can be saved. Clicking Cancel will
discard any changes made to notes since the last save and close the dialog.
The Notes Explorer
The notes explorer dialog allows you to view all note types that are available from your current
position in a LinkOne book. This dialog is very useful if there are a large number of notes and
you wish to find a certain note to view. Using the notes explorer dialog you can also delete
notes that are no longer required which is valuable when maintaining notes which are shared
by a large number of users.
Figure 42: The Notes Explorer
Parts List Notes
The parts list allows you to quickly create notes that associate with an entry in the parts list via
a context menu that is accessible by right clicking on an entry in the parts list. This menu
allows you create a note or bookmark that is associated with this item.
Figure 43: Parts List Context Menu
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If an entry in the parts list has a note associated with it, a small note icon will be shown in the
first column. Hovering the mouse over this icon will show a note tooltip which will display the
contents of the note. Right clicking on this entry will show the note context menu along with
any notes associated with that parts list entry. Clicking on a note in this menu will execute that
notes action (i.e. View text note, follow hyperlink note).
Figure 44: Parts List Tooltip on Note
Bookmarks
Bookmarks allow you store your location in a book and quickly come back to it later on by
opening the bookmark from the Bookmarks dialog which can be accessed by opening the
Bookmarks menu and selecting the Bookmarks... menu option. The Bookmarks and Notes
dialogs are similar in their look, feel and behavior.
The bookmarks dialog is split into two main sections, the bookmark list which contains a
sorted list of all bookmarks, and a details pane which displays the information about the
currently selected bookmark in the list.
Figure 45: The Bookmarks Dialog
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Editing Bookmarks
The bookmark dialog has a toolbar that is very similar and provides the same functionality as
the notes toolbar.
Figure 46: The Bookmark Toolbar
To create a bookmark, click on the Add Bookmark button. This will create a new bookmark
inside the bookmark list and a blank bookmark pane will be opened. Bookmarks can be
created via two ways; Direct and Via Bookmark.
Direct bookmarks are a bookmark that point to a direct location within a book, page, picture or
entry list. and select the note type you wish to create. Via Bookmark allows you to create a
new bookmark that points to an existing bookmark. This is a useful tool if a bookmark already
points to an existing location but you wish to change the location or access modifiers, or the
language that it is defined in.
Searching
LinkOne WinView provides functionality to search through books via the search dialogs. The
search dialogs are accessible from the Search menu and all use the same search dialog
which displays information according to the type of search you are performing. You can
search more than one book by clicking the Multi Book checkbox at the bottom of the screen
which will enable the Books button. Clicking the Books button will open a Select Books
dialog allowing you to choose which books will be searched.
Figure 47: Page Titles Search with Results
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When a search has finished the matching page titles, books (if it is a multi book search) and
match information will be displayed in the search form. Selecting a matching page title will
display all the matches found on that page in the match information list. By selecting a page,
book or match and clicking the Go To button, LinkOne WinView will jump to that position in the
book.
You can also load custom search sets that may have been published into the books by
opening the Other Searches dialog available from the Search menu.
Filtering
Filtering allows you to filter information out to help you navigate through and locate part
information quicker. To open the filter dialogs, select either Permanent Filters or Temporary
Filters from the Edit menu. A temporary filter will only affect viewing in the currently open
book. If you change books or close LinkOne WinView down, these filters will be removed.
Permanent filters are saved to your hard drive and can be applied at different positions in
LinkOne WinView.
The permanent filter dialogs will list all filters in a list on the left hand side and the currently
selected filter details in the details pane on the right. Selecting a filter will load its settings into
the dialog and allow you to update them. You can add and delete filters by using the toolbar at
the top of the dialog. The dialog also provides access and location modifiers allowing you to
customize where the filter is accessible from, and who has access to it.
Figure 48: Permanent Filters Dialog
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The temporary filters dialog allows you to view and change filters in the current book. Any
changes made to these filers will only affect the view of the current book and the temporary
filters will be discarded when you start viewing a different book, or you close LinkOne
WinView. Selecting a filter in the filter list on the left side of the screen will load possible filter
values into the right side. Selecting or entering a value and clicking OK will set the temporary
filter value.
Figure 49: Temporary Filters Dialog
Printing
Printing allows users to print LinkOne content to an external printer device. Users can print a
selection list, parts list, picture or zoomed area of a picture, a page or an entire book. All
printing functionality is provided via a Print dialog. Users or publishers can use printing
layouts to customize the output of printed LinkOne content
Figure 50: The Print Dialog
The available content combo box allows the user to choose which content you want to print.
Clicking OK will print the content to the
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