OTM Auto-Complete Feature

OTM Provides a Auto Complete Feature which is very helpful while filling data into fields of OTM. It could while you are searching for something, or for adding new objects, this feature is very handy. 


To Enable this feature, you need to edit glog.web.properties file in your servers. It'll be located in <OTM_Installation_Path>/glog/config folder. 


Below are the 3 lines to be added

glog.ui.autocomplete=true
glog.ui.autocomplete.start=3
glog.ui.autocomplete.limit=5

First setting is to set the feature ON

Second setting defines, when to start showing the list of matching values. In the above example, the value is 3. So if you are entering Russia in a country field, when you finish 3 characters (Rus), OTM will show you Russia in the list. 

Third line (limit) defines how many matching records should be shown in the auto complete list. 

For eg: You are entering a user id - Johnston, and if there are 10 names starting with John, After you type 3 characters, instead of all matching records(10names), OTM will show only 5. You need to type more characters to see more refined list. 

OTM - Creating Users,Assigning Menu/Preference

This setup consists of 3 stages

• Creating User A/c
• Assigning User Menu to user
• Assigning User Preference to user

1. Login to OTM
2. Navigate to Configuration & Administration -> User Management -> Add User
3. Enter the details in below fields
1. User Name: Enter the User ID
2. Password
3. Retype Password
4. User Role ID: Enter the OTM User Role
5. Nick Name: Enter the User ID
6. Account Policy ID
4. Click on Finish to save the user. [You have created the user]
5. Navigate to Configuration & Administration -> User Configuration -> Manage User Access
6. Select User Access Type : User Menu
7. Enter the User ID you have just created
8. Click on ‘Edit User Access’
9. Click on the Radio button ‘Exclude all user menus except the following’
10. Enter the User Menu ID for the user. [Refer the excel sheet with UserRole-Menu-Preference details]
11. Click on Save
12. Click on Finished [You have now assigned a Menu to newly created User]
13. Navigate to Configuration & Administration -> User Management -> Manage User Access
14. Select User Access Type: User Preference
15. Enter the User ID you have just created
16. Click on ‘Edit User Access’
17. Select the Check Box - Replace Existing User Preference With The Following
18. Enter the User Preference [Refer the excel sheet with UserRole-Menu-Preference details]
19. Click on Finished. [You have now assigned a Preference to user]

OTM User Menu

Menu Manager lets you design the objects that appear on the navigation menu in OTM. There are public menus and you can also create custom menu. You can assign it to Domain, User or a Level. 


Creating a User Menu
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• You can copy an existing menu and make modifications to it.
• You can create a new menu from scratch.

1. Navigate to Configuration and Administration > User Configuration > Menu Manager
2. Click on 'New' Button
3. Enter a unique 'User Menu ID'
4. Click on the icon with text 'Top'. You can see a green '+' symbol
5. After you click on '+', you can either choose 'Link' or 'Group'. Group is used to organize sub level menus. For eg: 'Manual Actions'. Its just a group inside you will assign those individual action links
6. Select 'Link' and click 'Create'
7. Enter a 'text' which has to appear to user & select one among the  4 options
• External URL : You can enter any URL , like some website with Currency Exchange rates, or news sites, etc
• Data Entry: You can enter any OTM URL, for eg: Add user, New Agent etc.,
• Screen Set: You can assign an OTM Screen set
• WorkSpace
8. Click on Save
9. Repeat the above steps to add Links/Groups as per your requirement. 
10. You can click on any link and use the up/down arrow icons to change the position of a particular link. 
11. Click on Finish to save the menu.

Hiding Menu Objects

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You have an option to hide Links in a User Menu. You can go ahead and delete them too , but if there are any links which you might require in future , hiding them is a better option.

1. Navigate to Configuration and Administration > User Configuration > Menu Manager
2. Search for the User Menu
3. Select the 'User Menu' and click on 'Edit'
4. Right click on the link/object and select 'Hide'. You can right click on any hidden object and select 'Show' to un-hide it. 
5. An object/link would change to gray-italic once you hide it. 
6. To delete an object, select it and click on the delete icon which appears in the end
7. Click on 'Finish' to save the menu.

Database Table names

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USER_MENU_LAYOUT table will contain all data related to a menu. The layout of the menu is saved in a CLOB format in USER_MENU_LAYOUT_XML column. USER_MENU_LAYOUT_GID is the primary key for this table. 

OTM User Preference

OTM User Preference is a combination of different preferences and settings for a user or a user role or an entire domain. 


To Create a User Preference:

1. Navigate to Configuration and Administration > Preferences > User Preferences
2. Click on 'New' Button
3. Enter a unique User Preference ID
4. Choose the appropriate domain
5. Choose a preference name from the drop down list and its value. click on save button
6. Repeat step 5 to set up different types of preferences.

Commonly used preference settings:

Name	Details	Values	Default
Ask OTM State	Controls the display of Ask OTM wizard tool bar	Show or Hide	Show
Business Monitor	Defines which BM should be visible for a user	Valid Business Monitors available	None
Country	Related to language settings	Canada, China, France, Germany, GB, Italy , USA etc	United States
Currency	Unit of Currency	Around 75 currencies	USD
Date Format	Defines how the date should appear to the user	Various options
Day-of-Week Start	The day to be considered as the start of the week	Sunday or Monday	Sunday
Distance	The unit of measure for distance data.	Miles, Nautical Miles, KMs	Miles
Duration	The unit of time measurement	Seconds, Minutes, Hours, Days, Weeks	Hours
Length	The Unit of measure for lengths	Centimetres, Inches, Feet, yards, Meters	Feet
Finder Click Action	Controls how to open objects when selected from search results	Always open in same window Always open in new window Replace current window	Replace Current Window
Finder Page size	Controls the max no. records appear per page on a screen set results tab	Optimal is between 25 and 100	25
Language	Language of the application labels, screens etc	Chinese, English, French, German, Italian etc	English
Results Query Line State	Controls the display of query section that appears by default at the bottom of every results page	Hidden Visible	Visible
Speed	The unit of measure for distance/time	Miles per Hour Kilometres per Hour	Miles per hour
Stylesheet Location	This is for branding purposes. We can specify a location from which webserver has to pick style sheets.	Value representing the location.	Default
Temperature	The scale of measurement for temperature	Fahrenheit , Kelvin, Celsius	Fahrenheit
Time Format	The format of time	hh:mm a z: 11:59 p.m. EST hh:mm a: 11:59 p.m. hh:mm: 23:59 hh:mm z: 23:59 EST	hh:mm a z: 11:59 p.m. EST
Time Zone	Time Zone used to calculate time records	World Time Zones	EST
Volume	The unit of measure for volume.	Cubic Feet Litres Cubic Meters Gallons Canadian Gallon Cubic Yards Cubic Inches	Cubic Feet
Weight	The unit of measure for weight.	Pound Kilogram Metric Ton Ton Kilopound	Pound

Database Table Names:

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USER_PREFERENCE table stores the data of all user preferences

USER_PREFERENCE_D table stores the individual preference details of each User Preference. 

For Eg: If we create a User Preference TEST_PREF with 2 settings

Volume - Litres

Language - French

USER_PREFERENCE will contain a single record for TEST_PREF details

where as USER_PREFERENCE_D will have 2 records

TEST_PREF | Volume | Litres

TEST_PREF | Language | French

OTM User Role

User Role controls the data visibility via a Virtual Private Database (VDP). Once a user role is been created it can be assigned to OTM Users. 


Creating a User Role:

1. Navigate to Configuration & Administration -> User Management -> User Role
2. Click on 'New'
• Enter a User Role ID
• Select the User Level
• Select domain name from the drop down list
• Select 'Data Source Profile ID'
• Select the VPD Profile & VPD Context
• Click on Finished

User Role can be assigned while creating a user. 


Database Tables:
User Role are stored in table USER_ROLE