AR Feature – Payer Name Custom Control

Using the Payer Name Custom Control

Version 6.0 | Version 6.1 (In Development)

Overview

The Payer Name custom control can be added to any Govern user form. By default, it is added to the Cash Collection and the A/R Lockbox forms. You can add a payer name on the fly or you can configure a direct link to the Name and Address form. This greatly facilitates the task of adding payer name information to a form. This control:

  • Displays the last five payers to facilitate data entry
  • Adds a search for an existing name.
  • Permits the entry of a name without creating an entry in the database (Table: NA_NAMES)
  • Provides a direct link to the Name and Address form so that you can create a new name.

Note: NA_NAMES can be opened in Modal Mode or as a standard user form in the Profile.

This page describes the following topics::
Configuring the Payer Name Control

  • Configuring the Payer Name in the Business Entity Designer (BED)
  • Configuring the Payer Name in the OpenForms Designer (OFD)

Using the Payer Name Control in Govern

  • Searching for an Existing Name and Address Record and Adding It as the Payer Name
  • Completing the Name and Address Information After Saving an A/R Record
  • Completing the Name and Address Information Before Saving the Record
  • Opening the Name and Address Form in Modal Mode
  • Adding a New Payer Name On The Fly

Documentation

To view this information in pdf format with screen shots and examples, click on the following link.

PayerName.pdf

Configuring the Payer Name Control

The configuration for the Payer Name Control is described in two sections:

  • Configuring the Payer Name Control
  • Using the Payer Name Control in Govern

Configuring the Payer Name in the Business Entity Designer (BED)

This section is for informational purposes. There are no required steps.

The following attributes are included in the Payer Name custom control:

  • NA_ID
  • PAYER_NAME
  • ARIDLIST

ARIDLIST is a calculated field that provides the list of A/R IDs for the last payers.

Configuring the Payer Name in the OpenForms Designer (OFD)

The following configuration is required for the Payer Name. You can set the properties for the following

  • Viewing / Adding the Payer Name Custom Control
  • Defining the Actions

Viewing / Adding the Payer Name Custom Control

To view the payer name custom control properties:

  1. Launch the OpenForms Designer (OFD).
  2. Open a form that includes the Payer Name custom control, such as ARLockbox (AR036).
    Alternatively, open the form to which you want to add this control.
  3. Select the entity, such as Lockbox Detail, that contains CC_PayerName_Control.
    Alternatively, open the entity to which you want to add this control.
  4. Expand the first Misc. in the Properties explorer.
  5. Click the ellipsis button in the Action parameter.
  6. Ensure that MsGovernOpenFormsCustomControl.dll is selected in the left column.
  7. Select CC_PayerName_Control is selected in the right column.
  8. Click OK on the Extension Selector.

Defining the Actions in the OFD Property Explorer

The properties in this section are used to define the actions that are triggered by the Payer Name custom control. These properties are used to add options to the Payer Name menu in Govern. There are a maximum of three options:
The menu appears when you click the ellipsis button in the Payer Name parameter on the Govern user form.
To define these properties:

  1. Expand Properties > Misc in the Property Explorer.
  2. Define the properties as described under the following headings:
  3. Click Save on the OpenForms Designer after completing the actions to save the modifications.

Creating Names

  • CanCreateNames: Select this option to add the New Name option to the Payer Names menu on the Govern form. This option is required for the FastNameCreation and SelectedFormNameinProfile options.
  • Deselect this option to remove the New Name option from the menu. Note, the new payer name option is independent.

Creating Payer Names

  • Select the CanCreatePayerNames option to add the New Payer Name option to the Payer Name menu. When this option is selected, you can create a new payer name on the fly.
  • Deselect this property to remove the option from the menu.
NOTE: The user can enter a payer name on the form, only if the Payer Name option appears in the pop-up menu.
Otherwise, if this option is not displayed, the parameter is disabled.

Searching for Names

  • Select CanSearchExistingNames: to add the ability to search for a name in the Govern database. The Search appears in the Payer Name menu on the Govern form, when you click the ellipsis button.
  • Deselect this option to remove the search option and functionality.

Adding a Header

  • Enter text in the Control Header parameter.
    The text you enter appears on the form above the custom control in Govern. Payer Name is the default.

Creating a Name Before Saving the Record

  • Select FastNameCreation to open the Name and Address form when the user selects New Name in the Payer Name field on the Govern user form. A scenario follows. This is recommended for Cash Collection. If this option is selected, CanCreateNames must be selected, as well.
  • Deselect this option if you do not need to open the Name and Address form directly. This is recommended for the Lockbox.

Opening a Form in Modal Mode

  • OpenFormAsModal: Select this option to open the Name and Address from in Modal Mode.
  • The modal form opens in a secondary window.
  • The focus is on the modal form. No actions can be performed on other forms until the modal form is closed.
  • Deselect the OpenFormAsModal option if you want to open the Name and Address form as a standard user form in Govern.

Adding a User Form

SelectedFormNameInProfile: Select the user form from the that you want to open when the user clicks New Name. Typically, this is the Name and Address form.

Adding the Search Group and Style

  • SelectedSearchGroup: Select the Search group to launch from the Payer Name > Search option.Typically, this is the Name Search.
  • SelectedSearchStype: Select the Search style to launch from the Payer Name > Search option.
  • For example, if you selected the Name Search as the Search Group, you could select the Name ID, naNameID, as the search style.

Alternatively, leave this option blank to display all the name search styles in the list.

Using the Payer Name Control in Govern

For the examples in this section, the Payer Name Control is added to the A/R Lockbox. Possible actions include:
Selecting the

  • Searching for an Existing Name
  • Creating a Name and Address After Saving the Record
  • Creating a Payer Name On the Fly
  • Creating a New Name and Address Before Saving the Record
  • Opening the Name and Address form in Modal Mode

The required properties for each action are listed.

 

What’s New

6.0 Payer name will now be recorded in CC_MASTER_PAYOR_NAME instead of NOTES.
6.0 The Mailing index Owner of Record is no longer used as a default

Related Topics

 

101-ar-fea-021

 

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Govern Installation

Govern Installation

Overview

This page contains links to installation and setup resources, and documentation.

Setup

Database and Connections

  • Install MS SQL SERVER (399-Installation)
  • Create Databases and Connections (ODBC)
  • Execute Admin One-Time Script Execution
    • As of 6.0, a one-time script needs to be executed by a DB SYS ADMIN to setup a Table Change Event required by the application. The first time a Verify Database is run, the script will be executed.
      • If the Govern user does not have the required access, an error will be displayed and it will be MANDATORY to have the Database Administrator (DBA) executed it manually.
      • Click here to access the CreateCleanupJobForRecentTableChanges script commands that can be copy and pasted in a MS SQL SERVER Query windows

Deployment Server

Deployment Client

Configuration

API/Services

  • Batch Scheduler Service (106-installation) see also (106-all-sc)
  • AR / CC Web Service
  • PC / GIS Web Service
  • eGov Web Service

System Options

  • Mobile Installation
  • e-Government Installation
  • GIS

3rd Party Tools

  • For testing email notifications SMTP4Dev

Other Systems

Upgrades

From Govern for Windows 10.8

From a Previous Version of OpenForms

Troubleshooting

Cannot Start Application Error

Application cannot be started. Contact the application vendor. If you are having problems to open the shortcuts directly from the server you need to delete the folder [2.0] under the path below. C:Usersuser_idAppDataLocalApps. 100-Installation-ShortcutError.pdf Users do not have access to Govern Security Manager Only users setup as Administrator or Super User in the User definition table can access GSM. (USR_USERFILE)     100-Installation   0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
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eGov – Govern Configuration

About e-Government – Govern Configuration

In Development

Overview

The following is intended for Govern System Administrators and reviews the different options and parameters that play a role in eGovern. Configuration of the eGovern – Public Self Service Portal is carried out with the Govern New Administration (GNA) Release 6.0 and Govern Admin 10.7 in Govern for Windows.

 

 

201-all-config

 

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201-all-egov-faq

e-Government – Frequently Asked Questions (FAQ)

Ongoing Development.

Overview

This page contains a list of frequently asked questions in regards to the installation, setup and configuration of the e-Government – Public Self Service Portal.

FAQ

Question Answer
Where can I find the System Requirements for eGoverment? Refer to the Govern 6.1 System Requirements document available on OpenFormsTM System Requirements page.
What is the recommended version of the .NET Framework System required. The recommended version is .NET Framework 4.6 or higher. Download may be found on the Microsoft Support web site.

 

 

 

201-all-egov-faq

 

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eGov – eGovernment Installation

eGovernment (eGov) – Installation

Overview

The following is intended for initial installation and web site configuration.

System Requirements

Minimum System Requirements depends on the Govern Suite and major release version. See System Requirements.

Installation Steps

Read More...

Service Installation

Deployment of Installation pack

Server Configuration

(Simplified Steps)
For server configuration, refer to the complete configuration steps in the user guide below.

  1. Installation of IIS and Framework 4.6
    NOTE: Although efforts have been made to ensure that IIS will run correctly, due to the diversity of versions, additional steps, and changes in the sequence of steps may be required to ensure correct functioning.
  2. Installation of AJAX Extensions
  3. Installation of Crystal Report Runtime
  4. Installation of Oracle Client (Optional)
  5. Verify that GovWin 10.7, or greater is installed
  6. Database Preparation
  7. Install DeployEZ
    OR
  8. Install GNA, Database Preparation, and Resource files
  9. Verify Presence of Key Folders
  10. Launch GNA
  11. Perform Complete Database Reset
  12. Creation of Required Directories
  13. Obtain and Extract Web User Interface File
  14. Create Application Pools
  15. Create Web site (Optional)
  16. Convert the eGov Folder to an Application
  17. Create a Virtual Directory (Optional for Crystal Report Viewer)
  18. Create a Directory for Multimedia Documents (Optional Virtual Directory)
  19. Set ASP.NET Version to 4 (for IIS 6.1 or earlier)

Web site Configuration (Simplified Steps)

  1. Create a Webskin
  2. Configure your Dynamic Web Search
  3. Configure your Web site
  4. Use Web Config Editor
  5. Set up Web eProfile Parameters
  6. Design and Create your Menus
  7. Set up Private Names & Addresses (As Required)
  8. Configure ePayment Parameters (As Required)
  9. Configure ePermits (As Required)
  10. Configure Fields that are viewable on Web (As Required)
  11. Configure eRenewal Activity Steps (As Required)
  12. Configure eRemittance Web Layout (As Required)

 

Testing and Troubleshooting

Read More...

Development Testing – Direct Report Viewer

(Release 6.1.1506)
For development testing, this is a direct link to the e-Government eportal (no credentials or login are required). The link will show the report without any interaction by the user. The name of the report and the parameters and parameters names are passed through the URL that is entered.
Details of parameter:

  • REPORTNAME – This is the report file name without a file extension. The folder where the report is placed inside the configured in the web.config file. The parameter used is the same one used for all reports. The configuration string is a follows:
  • <add key=”GovernSoftware.WebReportDirectoryPath” value=”C:inetpubwwwrootDEMO_REPORTSSHN” />

Where

  • reporttitle = This is the report title that is displayed in the middle of the report viewer screen.
  • pn1 = parameter Name
  • pv1 = parameter value

 

Installation Best Practices

Using Private Names by Departments
In Development – For organizations using private names by departments, it can be a challenge to set-up the web user that can navigate and access the different features.
It is recommended to create a username password instead of using public access via the email address.
Multiple web sites should be considered for additional control.
Please contact R&D for more information.

Documentation

Click to view the .PDF draft version of the eGovern Guide to Deployment on Windows Server 2016.

See Also

  • eGovern – Administration – Configuration of the eGovern – Public Self Service Portal is carried out with the Govern New Administration (GNA) Release 6.0 and Govern Admin 10.7 in Govern for Windows. Click to view eGovern specific menus and parameters in GNA.
  • Schemas – The following link is to a schema of the suggested network configuration for the eGovernment Public Web Portal. eGovNetwkCfg61x_Rev01.pdf

 

 

201-all-egov-install

 

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eGov – eGovernment Product Map

eGovernment Product Map

[Ongoing Development]

System Product Map

General Information

Section Status Product Code / Product Page Description Supporting Info Developer Technical Information
General 201 eGoverment System Overview
201-all-egov-wnew What’s New
201-all-egov-install System Installation & Requirements
201-all-egov-config System Options Configuration & Best Practices
201-all-egov-faq Frequently Asked Questions

 

Options and Features

Section Status Product Code/ Product Page Description Supporting Info Developer Technical Information
Features 201-fea-eportal ePortal
Web site and Menu setup
201-fea-eprofile eProfiles
Web user Profile setup
201-fea-eSubscribers eSubscribers
Subscriber service for notaries, contractors, cpa’s, etc.
201-fea-ePayments ePayments
Cash Collection on eGovern
Payment Processors
201-fea-eRemittance eRemittance for Business Tax
Business Tax Filings and Payments
201-fea-ePermitting ePermitting
On-line permitting
201-fea-eRenewals eRenewals for Licenses
On-line renewal of permits and licenses
201-fea-AddedFields NEW Feature to group Added Fields for the eGov (Web Only) EPlante
201-fea-STFileApplications Responsible for ST Filing of Applications (Web Only) HAlonso

 

Configuration

Section Status Product Code/ Product Page Description Supporting Info Developer Technical Information
GNA 103-egov-parm-General General eGovern Parameters setup
103-egov-parm-AR Accounts Receivable Parameters
103-egov-parm-ST Business Tax Parameters
103-egov-parm-WM Land Management Permits & Inspections Parameters
103-egov-parm-UB Utility Billing Parameters

 

Batch Processes

Section Status Product Code/ Product Page Description Process Name Supporting Info Developer Technical Information
Features 101-wb-bp-001 NEW ST eProfile email Registration Request

 

Reports

Section Status Product Code/ Product Page Description Process Name Supporting Info Developer Technical Information
Features

 

 

201-all-egov-map

 

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203-all-gis-v50

Govern GIS Integration (Prior to Version 6.0)

Version 6.0 | Prior Versions

Overview

From the original concept of Govern, the integration of GIS has played a key role in developing Govern’s centralized, land-based, property control data model. Over time, driven by the evolution of the industry as well as client needs, Govern has integrated different GIS engines [systems], developed applications, functions and a web PC/GIS service API. see technical sheet

Govern Applications

Harris Govern offers two products for integrating Govern with the Esri ArcGIS suite of applications;

  • Govern GIS Explorer
  • Govern GIS Parcel Editor
  • Govern Web Browser Integration

Govern GISExplorer

Govern GISExplorer is fully integrated with Govern OpenForms, version 5.1, 5.2, and 6. Once it is configured, it can be accessed directly from the view menu in Govern. It can also be used through a Web browser. It presents geographic information from the Govern database on a local map that is installed on ArcGIS for Server. It presents this information in a collection of map layers that users can navigate and query for parcel information, historical information, creating an abutter’s list, creating an inspection route, and multiple other users.

Installing and Configuring Govern GISExplorer

Govern GISExplorer requires ESRI ArcGIS for Server and ArcMap. Versions 10.1 and later are strongly recommended. You need to install a base map and a client map on ArcGIS for Server.

In order to integrate the ESRI geodatabase with the Govern database, you need to perform the following configuration in GNA.

  • Complete the GNA GIS parameters.
  • Provide the base map and the client map URLs
  • Create a GIS tooltip for identifying parcels.
  • Run the GIS Synchro Tool to synchronize the geodatabase with the Govern database.
  • Once the configuration is complete, Govern GISExplorer can be accessed directly from the Govern View menu.

Documentation

This section provides links to the documentation on the Govern GISExplorer. There are separate documents for version 6.0 and 5.1. The difference is in how the application is integrated with Govern. Otherwise, the features and functions of the application are the same.

Govern GISExplorer 6.0

For details on installing, configuring, and using the Govern GISExplorer 6.0, see:
Govern GISExplorer 6.0

Govern GISExplorer 5.1

For details on installing, configuring, and using Govern GISExplorer 5.1, see:
Govern GISExplorer 5.1

Govern GISExplorer Video Presentation

This video series presents Govern GIS View in three parts. Click on the following links to view the videos in a secondary window or Screencast.com.

Part I: Overview of Govern GISExplorer UI and General Features
GIS Explorer Part I I

Part II: Inspection Routing and Zoning Layers
GIS Explorer Part II

Part III: Attribute Query, Abutter’s List, and Google Maps Integration
GIS Explorer Part III

Govern GIS ParcelEditor

The Govern GIS Parcel Editor is designed for use with Govern OpenForms [v5.1+] and Govern for Windows [10.7+].

You can initiate a property split / merge or rename a division directly on your client map in Esri ArcMap. Then, maintain and update the transaction record in Govern.

The Govern GIS Parcel Editor is an Add-In created for ESRI ArcMap™ 10.1. Users who are not familiar with ArcMap can consult the ESRI website. All the information required for running ArcMap, as well as a number of training videos, is available on this site http://training.esri.com/gateway/index.cfm

Installing and Configuring the Govern GIS Parcel Editor

The Govern GIS Parcel Editor requires an IIS Server, Govern Property Control (PC) Web service, Esri ArcGIS for Server, and ArcMap, v 10.1 or higher.

The Govern GIS Parcel Map Editor installation file MSGovernGISAddin.esriAddIn This file is installed using the ARCMap Add In configuration tool. When installation is complete, the Govern toolbox is added to ArcMap.

You need to complete the following configuration in order to integrate the GIS Parcel Editor with Govern:

  • Complete the GNA GIS parameters.
  • Run the GIS Synchro tool to synchronize the geodatabase with the Govern database.
  • Perform a configuration using the Govern toolbox in ArcMap.
  • Define general settings on the System Registry in GNA.
  • Map GIS data to Govern using the Data Mapping Editor.

Documentation

For complete details about installing, configuring, and using the Govern GIS Parcel Editor, click on the following link:

Govern GIS Parcel Editor 5.1

Presentations

Govern GIS Parcel Editor [v5.1] PowerPoint

This slide presentation introduces the Govern GIS Parcel Editor and
describes its key features. It was presented at the Harris User Conference in 2013.

Presentation Link

Previous Offerings

GovView for Govern for Windows

GovView was fully integrated with Govern for Windows and was offered with previous releases.
It was used, not only for visualizing parcels on a map, but obtaining data on selected parcels directly from the Govern database..

Support for this product is discontinued.

JMAP Integration

Cadastral, Permits & Inspections

JMAP 3.0 was integrated with previous versions of Govern for Windows.
Support for this product is discontinued.

Third Party Systems

350 Esri General Information

Environmental Systems Research Institute (Esri®) is an international supplier of GIS software web GIS and geodabase management applications. The company, with headquarters in Redlands, California, was founded in 1969. Today it has 30% of the GIS market – more than any other vendor – with one million users worldwide.

Harris Govern has integrated Esri’s Geographic Information Systems (GIS) software with Govern in order to provide governments with local maps for presenting parcel information. These can be used interactively in myriad ways, such as for demographic analysis of neighborhoods and jurisdictions, preparing an abutter’s list, improving workflow, and creating inspection routes.

Environmental Systems Research Institute (ESRI®) is an international supplier of GIS software web GIS and geodabase management applications. The company, with headquarters in Redlands, California, was founded in 1969. Today it has 30% of the GIS market – more than any other vendor – with one million users worldwide.

Harris Govern has integrated Esri’s Geographic Information Systems (GIS) software with Govern in order to provide governments with local maps for presenting parcel information. These can be used interactively in myriad ways, such as for demographic analysis of neighborhoods and jurisdictions, preparing an abutter’s list, improving workflow, and creating inspection routes.

For more information about Esri, click on the following link:
http://www.esri.com/about-esri

351 ESRI ArcGIS for Server

Esri ArcGIS for Server is required for all Govern GIS integrations. It manages the GIS information, making it available through a GIS web service via an Internet connection.
The base map and client map are installed on the ArcGIS server for interactive use with Govern.

For more information about ESRI ArcGIS for Server, click on the following link:
http://www.esri.com/software/arcgis/features

352 Esri ArcMap

ArcMap is the central application in the ArcGIS suite. It is the end-user application, used to navigate local maps, interactively, explore geospatial data, and query for geographic information.

For more information about ESRI ArcMap, click on the following link:
http://help.arcgis.com/en/arcgisdesktop/10.0/help/index.html#//006600000001000000

398 Microsoft Silverlight

For Govern OpenForms v6, Silverlight 5 is required.
Click on the following link for information about Silverlight and to download version 5

http://www.microsoft.com/silverlight/

361 K2 JMAP

Harris Govern integrated a JMAP extension with Govern for Windows
for Permits & Inspection Integration

  • JMap

Support for this product is discontinued.

 

 

203-all-gis-v50

 

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