Collaborative Framework Documentation: version 2.0

This documentation is for current Collaborative Framework users. For best use of the Collaborative Framework you should request a username and password from your Collaborative Framework system administrator.

New users should consult the Getting Started Guide.

Users upgrading to version 2.0 should consult the What's New Guide.

The documentation to the Collaborative Framework is split into three sections:

• The Collaborative Framework How-to Guide: this provides guidance on how Collaborative Framework users and administrators can access the Collaborative Framework functionality.
• Self-Service Analytics How-to Guide: this provides guidance on how Collaborative Framework users and administrators can utilize the fast counts and query functionality.
• Reference and Definitions: this provides descriptions of various components of the Collaborative Framework and the Quadstone System.

Collaborative Framework How-to Guide ... The basics of using the Collaborative Framework The basics of using the Collaborative Framework get help find what is published in the Collaborative Framework find where everything is located search for content find out what has been most recently published find out what I have just published view content log in log out find out what my username is find out my password request a new password get back to the front page navigate the folder structure navigate around the site know what type of content has been published+2.0 know what the icons mean+2.0 know what version of the Collaborative Framework I am using format text sort a table restrict access to a folder read Quadstone news access Quadstone System Support site contact Quadstone System Support get support for the Collaborative Framework see what news items have been received email a link to a page share links to Collaborative Framework content print pages print content print pages without additional navigation print pages without additional blocks print-friendly content Commenting on contents Commenting on contents add a comment reply a comment edit to a comment delete a comment change the way comments are displayed change the order in which the comments are displayed change how many comment are shown on each page moderate a comment*2.0 Creating new contents Creating new contents publish new content+2.0 add new content+2.0 create a new folder add a new folder create a new Article create a new Link to a Web Page create a new Document Upload create a new Query create a new Audit view a Audit in a separate browser create a new Project Request create a new Dataset create a new Dataset Series*2.0 create a new Databuild edit content delete content move content reorder folders+2.0 fix the order folders are displayed+2.0 reorder the content in a folder+2.0 know which fields are required attach additional files to content Bookmarks Bookmarks add a new bookmark add a bookmark to an external site display your bookmarks delete a bookmark Configuring your Collaborative Framework Configuring your Collaborative Framework configure what you see on screen configure your user settings configure your account configure Account information change your username change your contact email address change your password configure Navigation setting hide toolbar icons show toolbar icons configure Subscription settings automatically subscribe to everything you post automatically enable notification when your content is changed or is commented on configure Block configuration+2.0 show side bar blocks+2.0 hide side bar blocks+2.0 display bookmark block+2.0 display site bookmarks block+2.0 display quick links block+2.0 display a list of recently posted nodes block+2.0 display a list of recent comments block+2.0 display the folder navigation block+2.0 display the Quadstone News block+2.0 display the Quadstone Toolbar block+2.0 display the list of new users+2.0 display the list of who is currently using the Collaborative Framework+2.0 display the administration menu+2.0 configure Comment settings add a signature to your comments configure Locale settings change the time-zone of the dates that you see configure Theme settings change the color scheme used in the Collaborative Framework Notifications and subscriptions Notifications and subscriptions get notified if the content changes what content you will get notified for what subscriptions you have in place remove a subscription remove notification from content changes Working with Project Requests Working with Project Requests assign a Project Request for action change the state of a request view the history of a request track the progress of a request see what project requests have been submitted Publishing from the Quadstone System Publishing from the Quadstone System publish a query result from a Decisionhouse viewer+2.0 publish content from the Quadstone System Explorer+2.0 publish a Quadstone Crosstab View from the Quadstone System Explorer+2.0 publish a Quadstone Focus from the Quadstone System Explorer+2.0 publish a Quadstone Databuild Plan from the Quadstone System Explorer+2.0 publish a Quadstone Audit or Model Snapshot from the Quadstone System Explorer+2.0 publish content from a databuild process+2.0 publish content from a DBC+2.0 publish content from a command line+2.0 publish content from the Quadstone System Server+2.0 publish content from Windows Explorer+2.0 install the Collaborative Framework extensions to the Quadstone System+2.0 install a publishing capability to Windows Explorer+2.0 install the Quadstone Result Viewer Plugins Configuring what appears on the home page Configuring what appears on the home page add a table of contents add content to the homepage remove table of contents remove content from the homepage ensure content is always listed on the homepage configure the layout of the table of contents configure how many columns of content are displayed on the front page set a user's homepage allow users to set their own homepage location goto query the current dataset when logged in+2.0 make the home page query the current dataset+2.0 restrict users access to only query the current dataset+2.0 goto query the current dataset when logged in+2.0 make the home page query the current dataset+2.0 restrict users access to only query the current dataset+2.0 allow different users to query different datasets as their homepage+2.0 allow users to set the current dataset set the current dataset+2.0 User administration User administration add a new user give a user administrator privileges change a user's role add new roles to a user add new permissions to a user remove a user delete a user list all users list when users have logged in read a user access log review user activity list when users have queried read a user query log read a user query search log review user queries change how long logs are stored for configure who can create new user registrations configure what function a user role can access configure user permissions forbid guests from viewing content forbid guests from searching content forbid guests from viewing news+2.0 enable user roles to view news+2.0 forbid guests from viewing comments allow guests to post comments+2.0 allow user role to post comments+2.0 allow guests to post comments without approval+2.0 require users to have posted comments approved+2.0 allow a role to administer customer groups allow a role to moderate comments allow a role to moderate content allow a role to set content access permissions allow a role to view Queries with Plugins allow a role to run queries on Datasets allow a role to run fastcounts allow a role to launch Quadstone System applications allow a role to view records allow a role to show individual customer records restrict which roles create new folders restrict which roles have personal bookmarks restrict which roles can post comments enable a role to set content access permissions restrict which roles create specific types of content restrict which roles can manage their own subscriptions change a user's password allow users to change their own passwords set a user's theme allow users to change their theme set a user's default save location allow users to set their own default save location make a saved query or filter shared make a saved query or filter globally accessible make a saved query or filter accessible by any user make a saved query or filter visible to all user allow users to share saved queries or filters create new user roles add more information about a user*2.0 change information about a user*2.0 find out more about a user allow a user to change their own personal information*2.0 change the types information kept about users*2.0 change what information is displayed about a user*2.0 remove information about a user*2.0 change what user information is required*2.0 change what user information is provided on registration*2.0 Administering user groups Administering user groups enable the customer module create a new (customer) group remove a group add users to a group remove users from a group Content Administration Content Administration set content for moderation require content to be moderated before publishing restrict content publishing to be reviewed first publish moderated content move moderated content from the submission queue System Administration System Administration configure what themes are available to the users configure the Collaborative Framework name configure the Collaborative Framework administration email address configure the Collaborative Framework slogan configure what text is displayed on the homepage enable RSS news feeds*2.0 add news feeds add site bookmarks add quick links configure what block options users can choose from configure which lists of content types are available from the navigate toolbar limit the size of uploaded files restrict the types of files which can be uploaded configure outbound mail handing on Windows+2.0 configure mailhandler.module POP access+2.0 configure inbound mail handing on Windows+2.0 configure mailhandler.module POP access+2.0

Self-Service Analytics How-to Guide ... The basics of using Self-Service Analytics The basics of using Self-Service Analytics access the query page+2.0 query a dataset+2.0 the query page*2.0 navigate the query page*2.0 browse the hierarchical field list find a field in a field list+2.0 profile a field in a Quadstone analysis dataset+2.0 profile more than one field in a Quadstone analysis dataset+2.0 create a query more than one field in a Quadstone analysis dataset+2.0 query a Quadstone analysis dataset+2.0 query a dataset+2.0 find the query page of a dataset+2.0 create a new query from a published dataset+2.0 add more fields, measures or filters to a query remove fields, measures or filters from a query+2.0 change the type of query created+2.0 generate separate profiles+2.0 generate a profile query+2.0 query each field independently+2.0 change how filters are combined+2.0 accept records which satisfy any of the filter conditions+2.0 accept records which satisfy all of the filter conditions+2.0 open query results in Excel export results to Excel clear the query reset the current query remove all elements from the query undo the last change to the query add the last removed query element remove the last added query element save a query save a filter store queries or filters load a query+2.0 load a filter+2.0 reuse queries or filters+2.0 publish a query save query results share query results Restrict the records in the query Restrict the records in the query filter records in a query+2.0 know the different types of filters available+2.0 restrict the records in a query+2.0 create a date filter+2.0 create a filter on a date field+2.0 select data by date+2.0 add filter details to the current query*2.0 exclude records using a saved filter*2.0 negate filter selections*2.0 invert filter selections*2.0 create a filter from a results chart*2.0 create a filter from a results table*2.0 drill-down from a results table*2.0 select a list of customers*2.0 display individual customer records*2.0 display data values*2.0 Understand the contents of your dataset Understand the contents of your dataset see a data dictionary for your dataset*2.0 see the values and default ranges of all fields*2.0 see the details of the focus underlying the dataset*2.0 see the Quadstone System name and datatype of a field*2.0 see the Quadstone System interpretations attached to a field*2.0 see which translations are attached to a dataset*2.0 see which metadata has been associated with a dataset*2.0 see a data dictionary from the query page*2.0 return to the dataset of the current query read the detail of the dataset goto the dataset page exit the query page create another query from a published result modify the query behind a published Query Results display and formatting Results display and formatting change the display of query results+2.0 change the result layout+2.0 change how a saved query is displayed change the layout of a saved query see a preview of the query layout*2.0 see how the fields will be arranged in the results tables*2.0 sort a results table or chart by a field or measure*2.0 sort query results*2.0 order query results tables or charts*2.0 display results in line charts*2.0 display results in a single table*2.0 combine all results tables*2.0 create results for use in an Excel pivot table*2.0 hide the summary values in a single result table*2.0 show the empty rows in a single result table*2.0 change the order of fields displayed in a single result table*2.0 combine profiles with the same binning*2.0 show timeseries change across a single segmentation field*2.0 show profiles on a single chart*2.0 suppress formatting using abbreviations*2.0 format labels and values as currency*2.0 set the currency symbol*2.0 change the currency symbol*2.0 format labels and values as percentages*2.0 create user defined segmentation labels*2.0 customize the result labels displayed*2.0 Schedule a query for automatic refresh Schedule a query for automatic refresh navigate a timeline query*2.0 add a query to a series*2.0 create a timeline query*2.0 mark a query for automatic refresh*2.0 schedule a query for update*2.0 change the label on a timeline query*2.0 allow a role to schedule a query for refresh*2.0 allow a role to manage a dataset series*2.0 know which queries are scheduled for refresh*2.0 know which queries are timeline queries*2.0 add a dataset to a dataset series*2.0 add a dataset to a datasetseries*2.0 add a dataset to a datasetseries*2.0 remove a dataset from a dataset series*2.0 monitor the progress of a dataset series update*2.0 see which datasets are associated with a dataset series*2.0 see which dataset series a dataset is associated with*2.0 see which is the current dataset in a dataset series*2.0 manage a dataset series*2.0 change the current dataset*2.0 Search for query suggestions Search for query suggestions search for a relevant query*2.0 do a query search*2.0 use the intelligent search capability*2.0 request query suggestions*2.0 search query suggestions*2.0 generate a set of query suggestions*2.0 suggest a related query*2.0 view a query suggestion*2.0 run a query suggestion*2.0 execute a query suggestion*2.0 refine a query suggestion*2.0 add query elements to a query suggestion*2.0 enter suggest query mode from the current query*2.0 return from build query mode to the current query*2.0 enter build query mode from the current query*2.0 return from suggest query mode to the current query*2.0 configure which user roles can access the executive mode*2.0 Advanced Query Customization Advanced Query Customization add a custom segmentation to a field*2.0 change the binning on a field*2.0 change the coarse classing of values on a field*2.0 create a custom segmentation*2.0 remove a custom segmentation from a field*2.0 see a field has a custom segmentation*2.0 change an existing custom segmentation*2.0 refine a custom segmentation*2.0 create a custom segmentation of ranges with equal width*2.0 create a equal-range binning*2.0 create a custom segmentation of ranges with equal populations*2.0 create decile breakdown*2.0 create a equal-population binning*2.0 create a custom segmentation with user defined ranges*2.0 allow you to set the custom segmentation boundaries*2.0 create a user-defined binning*2.0 delete ranges in a custom segmentation*2.0 merge ranges in a custom segmentation*2.0 create new ranges in a custom segmentation*2.0 change the boundary values in a custom segmentation*2.0 group values by date period*2.0 group values by day, month or year*2.0 create a custom segmentation on a string field*2.0 combine values on a string field*2.0 merge values on a string field*2.0 save a custom segmentation for reuse*2.0 apply a custom segmentation to another field*2.0 reuse a custom segmentation*2.0 load a custom segmentation on another field*2.0 change a custom segmentation from results*2.0 enable user roles to use the advanced query features*2.0 enable user roles to create custom segmentations*2.0 enable user roles to create custom measures*2.0 create new measures from the query results*2.0 create a custom measure*2.0 create a derived measure*2.0 create a measure calculation*2.0 perform calculations on query results*2.0 perform cell arithmetic on query results*2.0 display results as summary percentages*2.0 display results as differences*2.0 display results as rank ordering*2.0 display results as cumulative totals*2.0 change a custom measure*2.0 refine a custom measure*2.0 access custom measures from the current query*2.0 rename a custom measure*2.0 remove a custom measure from the current query*2.0 delete a custom measure*2.0 save a set of custom measures*2.0 load a set of custom measures*2.0 reuse a set of custom measures*2.0 Query actions Query actions see the descriptions of fields in a query result*2.0 see the descriptions of custom measures in a query result*2.0 see the Quadstone System names of fields in a query result*2.0 set the default query*2.0 configure the default query*2.0 add a custom measure to the default query*2.0 start Decisionhouse on a Quadstone analysis dataset start Databuild Manager on a Databuild file Reference and Definitions Command line and Language Reference Command line and Language Reference qppublish qpstatus+2.0 qpping+2.0 qpunload+2.0 metadata file+2.0 translations file Collaborative Framework Terms Collaborative Framework Terms bookmark block Quick links block recently posted nodes block recent comments block folder navigation block Quadstone News block Quadstone Toolbar block Who's new block Who's online block administration block*2.0 Navigate toolbar Manage toolbar Breadcrumb bar Page toolbar Comment toolbar Query toolbar Quadstone System Support Sitemap Homepage Home Channel superuser query in an Article in a Upload Document in a Link to a Web Page in a Dataset in a Query in a Filter in an Audit in a Databuild red asterix