Post on 16-Jan-2016
Welcome to
Navis Configurable GateLevel 3 Training
Welcome to
Navis Configurable GateLevel 3 Training
Course OverviewCourse Overview
Lesson 1 – Basics
Lesson 2 – Installation
Lesson 3 – Using the Forms
Lesson 4 – Configuring Forms
Lesson 5 – Configuring Business Processes
Lesson 6 – Support TipsThis training will last about 5 hours and will have a 15 minute break in the morning and a 1 and a half hour break for lunch.
Lesson 1 – What is the Navis Configurable Gate?Lesson 1 – What is the
Navis Configurable Gate?
What is the Navis Configurable Gate?What is the Navis Configurable Gate?
The Navis Configurable Gate 1.0:
Replaces Oracle gate forms
Supports all in-gate and out-gate transactions for one-stage and multi-stage gates
Provides a central console from which to access gate forms
Is configured using two XML files
Will be rolled out at 12 Maersk sites nationally
Will be used throughout the Navis product line for applications that require automation of gate operations
What is the Navis Configurable Gate?What is the Navis Configurable Gate?
Base configuration:Visit-based
Chassis operation
Two-stage
Booking/EDO numbers required
Bills of lading or groups are optional for delivery
What are the system requirements?What are the system requirements?
System requirements:Application server
Hardware requirements CPU: Pentium IV, > 1.8 GHz
RAM: > 1 GB
Disk space: > 40 GB
Software requirements Microsoft Windows 2000 operating
system or Linux Kernel version 2.4.x
Java Developer Toolkit version 1.4.1 or later. You can download Java from java.sun.com
Tomcat 4.x Java application server
Navis Express compatibility
The Navis configurable gate has been tested for compatibility with Navis Express version 2.1
What are the system requirements?What are the system requirements?
System requirements:Client fileserver or workstation
Hardware requirements
CPU: Pentium III, > 1 GHz
RAM: > 256 MB
Disk space: > 10 GB
Software requirements
Navis recommends that you run client software for the configurable gate on Microsoft Windows 2000 or XP platforms
What is the best deployment configuration?What is the best deployment configuration?
Express Database
Tomcat
Express Database
Tomcat
Fileserver
Client WorkstationClient Workstation Client Workstation
Client WorkstationClient Workstation Client Workstation
End of Lesson 1
Q&A
End of Lesson 1
Q&A
Lesson 2 – Installing and Configuring the Navis Configurable Gate
Lesson 2 – Installing and Configuring the Navis Configurable Gate
Installing and ConfiguringInstalling and Configuring
Installation files:
Client software
\gate
Server software
\server
Installing and ConfiguringInstalling and Configuring
Overview:
1. Install Java 1.4.x.
2. Install and test the Tomcat application server.
3. Copy the JDBC driver to the server.
4. Deploy the configurable gate server component.
5. Set up the database connection.
6. Install and configure the gate client on a client workstation or fileserver.
7. Configure Navis Express to launch the configurable gate.
Installing and ConfiguringInstalling and Configuring
Installing JavaJDK provided for Unix/Linux and Windows NT/2000
Java needed to run the Tomcat application server
Installing and ConfiguringInstalling and Configuring
Installing the JDBC driverYou must install a version of the JDBC driver that is compatible with your version of Oracle.
Pre-9.2 and post-9.2 versions provided with installation.
Installing and ConfiguringInstalling and Configuring
The client componentInstall on each client workstation or on a central fileserver.
If you install it on a fileserver, you must map a network drive for each client to the directory it is installed in.
Any number of users can access it, ensuring that all users are running the same gate forms configuration.
Installing and ConfiguringInstalling and Configuring
Testing the applicationTest the application in stand-alone mode (not launched from Express).
Configure the cfgate.cmd batch file. Specifies important information when not running
configurable gate from within Express. Indicates where to read the cfgate.xml file: from the
client workstation or the application server.
Installing the Configurable GateInstalling the Configurable Gate
Setting Description Values
- u Database user name express
- p Database password express
- s Service URL
(Change the host name and port only.)
http://[host]:[port]/marine/services/BizPortalSoapService
- w Workstation ID CONSOLE_22
- path Relative path from the current directory to marine/cfgate
..
-conf Determines where to read the cfgate.xml file
server|local
Installing and ConfiguringInstalling and Configuring
About the cfgate.xml fileSpecifies the names and locations of configuration files to load on start-up.
Displays the basic gate console form.
Can be read from the client or application server depending on –conf setting in cfgate.cmd file.
Read from application server except for testing.
Installing and ConfiguringInstalling and Configuring
About the cfgate.xml file<cfgate>
<readConfig file="GuiMetafields.xml"/>
<readConfig file="GuiCompfields.xml"/>
<readConfig file="GuiForms.xml"/>
<readConfig file="CarinaClient.xml"/>
<readConfig file="GuiActions.xml"/>
<logo file="Navis_Marine.png"/>
<run action="ShowForm Stage row1 col0"/>
<run action="ShowForm Search row2 col0"/>
<run action="CarinaLocalStartup"/>
<run action="ApplicationDefaults AppParams" />
</cfgate>
Installing and ConfiguringInstalling and ConfiguringStarting the gate (standalone)
1. Start the application server.
Open a command prompt and start Tomcat by issuing the following commands:
cd [tomcat.dir]/bin
catalina run
2. Start the client application.
Double-click the cfgate.cmd file.
After a few seconds, the main window appears.
Installing and ConfiguringInstalling and Configuring
Configuring Express to launch the configurable gate
You must define two case reference codes: SERVICE_PATH
Specifies the URL of the gate server application.
FILE_PATH
Specifies the location of the gate client application relative to the forms executable files.
Installing and ConfiguringInstalling and Configuring
Launching the configurable gate from Express
Express launches the configurable gate from a command on the Gate menu.
The user must log in.
Express and the configurable gate application must be restarted to allow another user to log in.
Restarting the configurable gate alone will cause Express to pass the same user name and password to the configurable gate.
End of Lesson 2
Q&A
15 minute Break
End of Lesson 2
Q&A
15 minute Break
Lesson 3 – Using the FormsLesson 3 – Using the Forms
Using the FormsUsing the Forms
The standard gate forms
Truck visit form
The form that displays truck visit information and information for related truck transactions.
Stage form
A menu that displays a list of gate stages and forms.
Transaction form for each transaction type
A form in which transaction information can be entered and/or edited.
Using the FormsUsing the Forms
The standard gate forms
Truck visit list form
A form displaying a list of visits for each gate stage.
Chassis/container damage list
A form displaying a list of damaged containers or chassis.
Search form
A form in which to search for truck visits and transactions.
Using the FormsUsing the Forms
The standard gate forms
Chassis/container damage form
A pop‑up form in which to enter chassis or container damages.
Trouble list
A form displaying a list of trouble transactions.
Trouble form
A pop‑up form in which to edit trouble information for a transaction.
Using the FormsUsing the FormsInterface elements
Menus
User infoTruck transactions
NavigationPane
Navigation ButtonsSearch Box
Truck visit information
Using the FormsUsing the Forms
Ingate processing
Two‑stage gate begins with a precheck followed by a booth.
Gate stages appear in the Stage menu.
Begin by selecting New Visit in the Stage menu to display the base Truck Visit form.
Using the FormsUsing the Forms
Truck Visit form
Using the FormsUsing the Forms
Entering truck visit information at precheck
At the precheck you enter truck visit information in the Truck Visit form.
Using the FormsUsing the Forms
Entering truck transaction information at precheck
From the Add Transaction menu, select a transaction type.
Using the FormsUsing the Forms
Entering container IDA dialog box appears in which to enter a container number.
Enter a container number and click Submit.
Using the FormsUsing the Forms
Entering transaction informationThe right form appears in which to enter transaction information.
Using the FormsUsing the Forms
Entering transaction informationEnter container information and click Submit.
Using the FormsUsing the FormsSubmitting transaction information
Container data is validated and errors appear in dialog box.
Click OK to return to the transaction form and correct container information or click the TROUBLE button to put the transaction into trouble status.
Using the FormsUsing the Forms
When a container is in trouble status, it appears in the Truck Visit form with ERR in the OK field. ERR indicates trouble status
Using the FormsUsing the Forms
Processing a truck visit at the boothDisplay the Booth Stage Queue by clicking Booth in the Stage menu.
Click Booth
Using the FormsUsing the Forms
Processing a truck visit at the booth
Identify the truck license number for the current visit.
Using the FormsUsing the Forms
Processing a truck visit at the boothDouble-click to display the truck visit.
Using the FormsUsing the Forms
Processing a truck visit at the boothDouble‑click a truck transaction to display it in a transaction form.
Using the FormsUsing the Forms
Processing a truck visit at the boothEnter additional information for the container and click the Submit button.
Using the FormsUsing the Forms
Processing a truck visit at the outgateDisplay the Outgate Stage Queue by clicking Outgate in the Stage menu.
Click Outgate
Using the FormsUsing the Forms
Processing a truck visit at the outgate
Identify the truck license number for the current visit.
Using the FormsUsing the Forms
Processing a truck visit at the outgate
Double-click to display the truck visit.
The previous stage is either booth or precheck.
Using the FormsUsing the Forms
Processing a truck visit at the booth
Double‑click a truck transaction to display it in the appropriate transaction form.
Enter the necessary information and click Submit.
Using the FormsUsing the Forms
Processing a truck visit at the booth
When a outgate transaction commits, its status changes to outgate.
Using the FormsUsing the Forms
Displaying a trouble transactionDisplay the Trouble Transactions form by clicking Trouble in the Stage menu.
Click Trouble
Using the FormsUsing the Forms
Processing a trouble transaction
Double-click to display a truck visit with a trouble transaction. ERR indicates trouble
status
Using the FormsUsing the Forms
Processing a trouble transaction
Double‑click a trouble transaction to display it in the appropriate transaction form.
Using the FormsUsing the Forms
Processing a trouble transaction
Correct or enter the necessary container information and click Submit.
Using the FormsUsing the Forms
Processing a trouble transaction
Its status changes to the stage it was in when the trouble condition occurred.
Using the FormsUsing the Forms
Performing a searchDisabled in 1.0
Search criteria
Using the FormsUsing the Forms
Hands-onConnect a network drive to \express\gemini\mcsc
For example, g:
Double-click
cfgate.cmdThe gate application launches.
Using the FormsUsing the Forms
Hands-onProcess an ingate transaction
Export Receival Create a new container ID DNBK01 booking number DNTC1 truck company Any truck license number Any driver’s license Any ISO code
End of Lesson 3
Q&A
Lunch – Back at 1:15 PM
End of Lesson 3
Q&A
Lunch – Back at 1:15 PM
Lesson 4 – Configuring FormsLesson 4 – Configuring Forms
Configuring FormsConfiguring Forms
You use the GuiForms.xml file to create all gate forms
The GuiForms.xml ships with a default two-stage gate configuration.
The GuiForms.xml file is located in \marine\cfgate\conf
Configuring FormsConfiguring Forms
The GuiForms.xml file depends on three other files:
GuiMetaFields.xml
GuiComposite.xml
GuiActions.xml
Configuring FormsConfiguring FormsMain steps to defining gate forms
Specify gate stages
Specify a truck visit form
Specify transactions that can be performed at each gate stage
Specify the transactions that can be created at each stage
Create the truck visit form
Create the transaction forms
Create the other forms, such as pop-ups and lists
Configuring FormsConfiguring Forms
Sample OOG form
<form id="OOG" description="OOG" >
<group outline="box" label="OOG" >
<group>
<item fieldid="tranOogFront" label="Front” place="spanning" />
<item fieldid="tranOogBack" label="Back" place="spanning" />
<item fieldid="tranOogLeft" label="Left" place="spanning" />
<item fieldid="tranOogRight" label="Right" place="spanning" />
<item fieldid="tranOogTop" label="Top" place="spanning" />
<item fieldid="tranOogUnits" label="Units" place="spanning" />
</group>
<footer>
<button label="Add” action="AddToTransaction"/>
<button label="Cancel” action="CancelForm"/>
</footer>
</group>
</form>
Configuring FormsConfiguring Forms
Sample Trouble Transactions form
Configuring FormsConfiguring FormsSample Trouble Transactions form
<form id="TroubleTransactions" description="Trouble Transactions">
<group outline="box" label="Trouble Transactions">
<table height="20" place="fullWidth” action="EnterTruckVisit truckvisit row0 col1">
<column fieldid="tvTruckLicenseNbr" label="Truck License" usage="hidden"/>
<column fieldid="tvEntered" label="Truck Entered" usage="hidden"/>
<column fieldid="tranNextStageId" label="Next Stage" usage="hidden" />
<column fieldid="tranNbr" label="Tran"/>
<column fieldid="tranSubType" label="Type"/>
<column fieldid="tranTruckEntered" label="Entered" visibleWidth="12"/>
<column fieldid="tranTruckLicenseNbr" label="Truck"/>
<column fieldid="tranTrkcId" label="Carrier"/>
<column fieldid="tranCtrNbr" label="Container" visibleWidth="8"/>
<column fieldid="tranChsNbr" label="Chassis" visibleWidth="8"/>
<column fieldid="tranEqoNbr" label="Booking" visibleWidth="8"/>
<column fieldid="tranStageId" label="Stage" visibleWidth="8"/>
<column fieldid="tranTrouble" label="OK" />
</table>
</group>
<footer>
<button label="Close" action="CancelForm"/>
</footer>
</form>
Configuring FormsConfiguring Forms
Gate form layout
Gate form layoutForms can be located within a main display window or can appear as pop-up forms.
Configuring FormsConfiguring FormsAbout GUI actions
Actions are usually associated with buttons and menu items.
You specify an action with the action attribute for an item element.
action=“AddToTransaction”
Valid actions are defined in the GuiActions.xml file.
You can delete GUI actions from the GuiActions.xml file, however.
Configuring FormsConfiguring Forms
About lovId function calls
The lovId attribute for the item element enables you to specify the information that appears in a list of values.
You specify this information with a function call to the server.
lovId="lovTranBookings"
End of Lesson 4
Q&A
End of Lesson 4
Q&A
Lesson 5 – Changing Business ProcessesLesson 5 – Changing Business Processes
Changing Business ProcessesChanging Business Processes
Three types of businesses processes
Business validation rules
Business tasks
Post commit tasks
All are preconfigured but can be changed
All usual Express business rule processing and parameters remain in effect
Changing Business ProcessesChanging Business Processes
Gate form layout
Business processes are specified in the gateconfiguration.xml file
\tomcat 4.1\webapps\marine\WEB-INF\classes
Some business processes are optional.
Some business processes have dependencies and must be entered in a specific order.
Changing Business ProcessesChanging Business ProcessesSample business validation rules<inStage id="precheck" leg="in" okStatus="YARD" troubleStatus="INGATE">
<bizValidation><getLaneId/><readGateLaneDetails/> LA King only<duplicateTran/><matchEqEqoitem/><equipmentSelection/><validateSzTpHt/><validateChassis/><checkOverrideHolds/><validateTruckDriver/><validateTruckingCompany/><checkReservation/><bookingPickupCheck/><checkChassisLineAccess/><checkChsHold/><truckVisitOpen/>
</bizValidation></inStage>
Changing Business ProcessesChanging Business Processes
Sample business tasks<bizTasks>
<setTransactionKeys fixed="true"/>
<updateInTruckVisit fixed="true"/>
<insertHistory/>
<confirmDelivery/>
<deliverySparcsAlert/>
<logNotesMission/>
<logPoolMemberMission/>
<logLineListMission/>
<logChassisPickupMission/>
<logEqFeatureMission/>
<logEqMaterialMission/>
<createPickup/>
<createEir/>
<bookkeepTruck fixed="true"/>
<clearGateLaneDetails fixed="true"/>
</bizTasks>
Changing Business ProcessesChanging Business Processes
Sample post-commit tasks<post-commitTasks>
<printPickup/>
<printEir/>
</post-commitTasks>
Changing Business ProcessesChanging Business Processes
Validation
GateConfig.xsd file used for basic validation of the gateconfiguration.xml file
End of Lesson 5
Q&A
End of Lesson 5
Q&A
Lesson 6 – Support TipsLesson 6 – Support Tips
Support TipsSupport Tips
XML tagging errors
Use an XML editor like XML Spy
Comment out rather than remove existing elements
Known Issues
Refer to manual for in-depth information
Support TipsSupport Tips
XML tagging errorsDrag and drop an XML file into Internet Explorer
If there is an error in the file, you will see an error message and the approximate location of the error.
Support TipsSupport TipsXML tagging errors
When modifying XML files, comment out rather than remove blocks and elements.Example:<!--<stage id="outgate" class="exit" default="truckVisitList"
addvisit="no"> <transaction id="truckVisitList" formid="OutGateStageVisits"/> <transaction id="truckvisit" formid="TVReadonly"/> <transaction id="RE" formid="RFoutgate"/> <transaction id="RI" formid="RFoutgate"/> <transaction id="RM" formid="RMoutgate"/> <transaction id="RC" formid="RCoutgate"/> <transaction id="DI" formid="DFoutgate"/> <transaction id="DE" formid="DFoutgate"/> <transaction id="DM" formid="DMoutgate"/> <transaction id="DC" formid="DCoutgate"/></stage>-->
Support TipsSupport Tips
Known IssuesSearch functionality does not work
Using the keyboard can be awkward, mouse often needed
To avoid SPARCS timing out: TPC_TRY parameter must be set to at least 5 TPCSLEEP parameter must be set to at least 3
Support TipsSupport Tips
Known IssuesWhen receiving export containers at the precheck after an MDT check, seal and damage information do not populate
When driver uses OWN chassis, the user is not prompted to enter a chassis number
Support TipsSupport Tips
Known IssuesCannot deliver an import container when SPARCS/Express connection is down (true for Express 1.0)
Truck visits without transactions cannot be viewed if you close the precheck visit form without committing the visit (click Close rather than Done)
Double-blind feature for receivals does not work
Support TipsSupport Tips
Refer to manual for more in-depth information
See:sharepoint.navis.com\Product Home Pages\N4 Gate\Configurable Gate 1.0\User Documentation\Manuals\Navis Configurable Gate-v2.pdf
End of Lesson 6
Q&A
End of Lesson 6
Q&A