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Introduction to User Interface

User Interface

The main parts of the user interface are:

  • Backstage View - Accessed by clicking the File menu, from this view you manage your documents
  • Menus - The different ribbon menu tabs across the top of the screen
  • Filters - Used to select the data on which to run the inquiry
  • QBE Line - An additional way to filter on data being returned in the inquiry
  • Inquiry Results - The results returned after running the inquiry
  • Status Bar - A customizable bar that displays at the bottom of the screen, showing specific details about the inquiry
  • Zoom Control - A control used to zoom in and out of the inquiry

Beneath the ribbon menus are a left and a right panel. The right-hand panel of Administrator displays the contents of the selected item from the left-hand panel. The display and tree structure have the same 'look and feel' of the Windows Explorer file management tool.

To add a property column to the list of items displayed in the right-hand panel of the dialog, right-click on the headings and select the property from the menu that is then displayed.

The contents of the ribbon menus are contextual; they change according to the item you in which you are focused. The ribbon buttons are active when they are in color and grayed out when inactive.

Some buttons on the ribbon have a drop-down menu to the right of them, such as the View button in the List group on the Home menu. There are 4 options available from View: Details, List, Small Icons and Large Icons. In this case it means that the information in the right panel can be viewed with details, as a list, or as small or large icons.

Menus

Home Menu

  • New: Creates a new item within Administrator
  • Edit: Edits an item
  • Rename: Renames an item you have created
  • Delete: Deletes the selection
  • Permissions: Sets the Permissions for the selected object
  • Properties: Reviews the properties and use of an object
  • Paste: Pastes from the clipboard
  • Cut: Cuts the selected text or element from its current location to the clipboard
  • Copy: Copies the selected text or element to the clipboard
  • New Search: Opens the Search tab on the left-hand panel
  • Refresh: Refreshes the view to reflect any changes you have made
  • Up to Parent: Moves your selection up the tree directly to the parent level
  • Back: Goes back to the last selection within the tree
  • Forward: Goes to your most recent selections after using Back
  • Save: Saves the list you have in the right-hand panel to a .csv spreadsheet compatible (comma separated) file
  • View: Arranges the right-hand panel by List, Details, Small Icons, Large Icons
  • Sort: Sorts the elements of the right-hand panel by Name, Type or Modified
  • Select All: Selects all of the elements within the right-hand panel
  • Invert Selection: Selects the un-highlighted elements
  • Initial Setup: accesses the wizard to help you connect to an existing Hubble Repository, or to create a new one
  • Upload: Uploads a Microsoft Excel® spreadsheet into the Object Repository for use in Budgeting
  • Download: Downloads a Microsoft Excel spreadsheet from the Object Repository to your local drive

Repository Menu

  • Logout: Login/logout of the currently selected repository
  • Backup: Backs up the Repository Database
  • Validate: Validates the Repository connections and settings
  • Save Selection: Saves the repository selection that Hubble will use upon launching the product. Saves the configuration and allows users to select and switch between repositories that are active.

DB Connection Menu

  • Disconnect: Disconnects from the Repository Database Connection
  • Library/Schema: Connects to a specific library/schema

User Group Menu

  • Assign License: Sets user licenses
  • Manage Keys: Manages license keys
  • Browse as User: Browses the repository as a specific user would view it
  • Password Policy: Sets password policy for the repository
  • Synchronize Users: Synchronizes users against the ERP system

Import/Export Menu

  • Open File - Imports a repository database file. (Used for customer-created reports and templates, including Designer Express templates.)
  • Import Custom Templates - Imports an Hubble-created customer custom requisitioned template.
  • Import Designer Templates - Imports a standard Hubble-created/delivered Designer template.
  • Begin - Creates a blank repository area for copying multiple objects.
  • Clear - Clears the repository area created by the Begin button.
  • Save - Saves the repository area and its contents into a repository database file.

Quick Access Toolbar

The Quick Access Toolbar (QAT) is located at the top left corner of the screen and it allows you to quickly access the operations you access most frequently, such as Run and Save.

When you click on the arrow to the right of the Quick Access Toolbar, you have 3 options:

  • Customize the Quick Access Toolbar
  • Place Quick Access Toolbar below the Ribbon
  • Minimize the Ribbon

To undo an option in regards to the Quick Access Toolbar - To undo an option, such as the option to place it below the ribbon, click on the drop-down to the right of the Quick Access Toolbar and select that option again to deselect it.

To customize the Quick Access Toolbar, follow these steps:

  1. Click on the drop-down menu of the toolbar and select Customize Quick Access Toolbar:

  2. Under Choose commands from, choose the group under which the button is located on the ribbon, and then select it by moving it to the right hand side. On the right side is a list of all buttons that are currently included in your Quick Access Toolbar.

  3. Click OK to save your changes and return to the inquiry.

Shortcut to add commands to the Quick Access Toolbar:

  1. Highlight the button/function you wish to add to the Quick Access Toolbar, e.g. Paste.
  1. Right-click and select Add to Quick Access Toolbar:

Licenses related to User Types and Capabilities

Licenses relate to user types and capabilities as follows:

  • Advanced Distributions (DIS) – When included in the license key, the web Distribution functionality will be extended to allow HTML distribution, which can additionally be distributed to non-Hubble users via a hyperlink in an email. The DIS key is a user-based license key, but is not assigned to named users. The key operates in defined blocks e.g. 100, 200, and will allow for this number of non-Hubble users to receive distributions. Each unique non-Hubble user will count towards this total.
  • Configurator (CFG) – A user with a Configurator license has the ability to control the user interface and the templates made available to other Hubble users. Typically, this is a highly experienced user of the underlying ERP system.
  • Console (CON) – A Hubble Viewer user has the ability to view and run Hubble inquiries created by other users, all in real-time, in order to make timely and better-informed decisions. This product is designed for users who will not be creating reports and do not need the full functionality available to Power users.
  • Currency Restatement (CUR) – This module provides currency conversion of period balances for the General Ledger, Job Cost, and Advanced Cost Accounting Balances templates.
  • Hubble Analytics (HUA) is a Global repository license, which means it does not need to be assigned to individual users. Once included in the license key, Hubble web will allow for 8 views to be used per page in a workspace. Without this key, only 1 view can be used per workspace page. When this key is added to a repository the Application Pool on the web server must be recycled.
  • Reporting (RPT) – Hubble Power users must have this license assigned along with the license(s) for the specific modules for which they should have access.

Modules

A module is a grouping of templates that correlates to its respective module within your ERP system, such as Accounts Payable or General Ledger. Via License Assignments, administrators determine to which modules Designer and Reporting user should have access.

Our available modules include:

  • Advanced Cost Accounting (ACA)
  • Accounts Payable (AP)
  • Advanced Pricing (APR)
  • Accounts Receivable (AR)
  • Budgeting (BUD) - this is for the users that will be actively participating in budgeting/planning within Hubble. If a Power User (CFG, RPT licenses) has this, they will have the ability to create budget input forms. If a Viewer user (CON license) has this, they will be able to use the input forms to enter data.
  • Capital Asset Management (CAM)
  • Cash Management (CM)
  • Customer Relationship Management (CRM)
  • Contract Service Billing (CSB)
  • Designer Express (DX)
  • Designer Express Developer (DXD)
  • DX Data Entry (DXE) - provides the ability to use Strategic Planning in Hubble. This functionality enables end users to design a budget or forecasting input form using any table in JD Edwards incorporated with user-defined data collection columns that hold key driver information for robust modeling.
  • Fixed Assets (FA)
  • General Ledger (GL)
  • Growers Management (GM)
  • Homebuilder (HB)
  • Human Capital Management (HCM)
  • Human Resources (HR)
  • Inventory (INV)
  • Job Cost (JC)
  • Lease Management (LM)
  • Master Data (MD)
  • Manufacturing (MFG)
  • Manufacturing Resource Planning (MRP)
  • Projects Accounting (PA)
  • Payroll (PAY)
  • Property Management (PM)
  • Purchasing (POP)
  • Reconciler (RCL) - provides access to Reconciler, where users run inquiries built in the Reconciler module
  • Reconciler (REC) - provides access to the module that is used to edit the Reconciler templates
  • Real Estate Management (REM)
  • Scheduler (SCH) - provides access to the Scheduler
  • Subledger Accounting (SLA)
  • Service Management (SM)
  • Sales Order Purchasing (SOP)
  • Tax (TAX)
  • Timesheet (TS)
  • Warehouse Management (WM)

Third Party Product Licenses

Required licenses for third party products are as follows:

  • IMB Optim (OPM)
  • QSoftware Security (QSF)