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Configuration of the eGovern – Public Self Service Portal is carried out with the Govern New Administration (GNA) Release 6.0 or greater, and the Govern Admin release 10.8 in Govern for Windows.
The editors for configuration of the eGovern – Public Self Service Portal are listed below.
To access the configuration parameters in the GNA ribbon, click Application Configurations (tab) > Web Configuration (group) > Manage Web Site
| NOTE: The following parameters are to be used for configuring release 4.0 and greater of the eGovern – Public Self Service Portal. Components that are prior to release 4.0 can be configured, with appropriate licensing, by the Govern for Windows Govern Admin release 10.6/10.7 application. |
The main Web Configuration tab of the Web Site editor in GNA is used to access configuration parameters. Under the Web site tab are the sub-tabs used to configure the various eComponents. The grouping of the tabs are as follows:
Select the General tab to configure the Simple Mail Transport Protocol (SMTP) email parameters (Mail group), the default department that the Web site will be linked to.
eProfile
Select the eProfile tab to define default user permissions for the eProfile and the eComponents. The default permissions can be modified on a user-by-user basis through the Administration pages of the eProfile. In addition, Subscription and Password settings are maintained here. See eProfile tab (See Parameters)
Under the ePayment tab are the configuration parameters for configuring online payment options, Credit/Debit cards and Automated Clearing House (ACH).
The ePermit tab is used to manage the display characteristics of permits that are displayed through the eGovern.
The eInspection tab is used to configure options for the online inspection module.
The Self Reported Tax tab contains the parameters and options for configuring the Self Reported Tax module.
This tab is used to accommodate ad-hoc parameters. These parameters would be related to the eGovern. Currently there is a Misc. Billing Payment button which links to the Misc. Billing Receipt form.
The Web Skins forms is used to define the look and feel of your Web site. To create your web skin, refer to the Create a WebSkin section in the guide.
To access the configuration parameters in the GNA ribbon, click Application Configurations (tab) > Web Configuration (group) > Manage Web Skin
Select the type of layout that is required.
Web Page Section
Click the Web Page Section tab to define general properties for the WebSkin.
Head Section
Click Head Section to define the information for the Head section of the Web page. The Head Section of a Web page contains keywords, meta tags, javascripts and references to CSS files. Meta Tags may be used by search engines, such as Google, Bing, and Yahoo, to categorize and rank your Web site in a search result.
Select these sections to define the properties for the borders of your Web pages.
Select the Govern Section tab to define the properties for the Govern section of your Web pages.
The Govern Net Admin’s (GNA) Web Config File Editor is designed to manage Govern’s eComponents. With the Web Configuration File Editor, you are able to define configuration parameters, determine how errors and exceptions are managed by the system, and set auto login parameters. See Web Configuration File Editor for details.
To access the configuration parameters in the GNA ribbon, click Application Configurations (tab) > Web Configuration (group) > Open Web Config Editor.
In the Web Config File Editor form, select the Page 1 tab to define the configuration parameters.
Select the eProfile tab to define default user permissions for the eProfile and the eComponents. The default permissions can be modified on user-by-user basis through the Administration pages of the eProfile. In addition, Subscription and Password settings are maintained here. See eProfile Tab Parameters
Under the ePayment tab are the configuration parameters for configuring online payment options, Credit/Debit cards and Automated Clearing House (ACH). See ePayment – Setting the Web Parameters.
For documentation explaining details of each parameter, refer to the eGovern – Public Self Service Portal user guides.
eGovernment (Public Web Portal)
In the GNA ribbon …
1. Select Application Configurations (tab) > Web Configuration (group) > Manage Web Site.
2. In the Manage Web Site form, click the General tab.
3. Locate the Mail group.
4. Complete the required fields.
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All items that appear on the Search pages, including the search criteria and the labels are referred to as Objects. To display the objects on a Search page, you need to link them to a Search Style.
Through the Dynamic Search Object management tool, you can create the Search Objects and assign properties and behaviors to them.
The Search Objects Management tool has three sections
Read More... An object is a parameter that can be used as a condition for a search. Alternatively a series of different objects can be collected together as a group. Select this control type to display a check box to the user. Note: When you select the Check Box control type, you need to consider the Checked option, under Behaviors. Select Checked if the object is to be selected (Ö) by default. There are three options for the combo box: User Query: Select this option to display items from a customized query. Then enter the query in the Query text box. System Table: Select this option to display items from a system table. User Table: Select this option to display items from a user table. There are nine textbox types. Select one of the following options to define the type of entry to accept. Alphanumeric: Select Alphanumeric to accept all alphanumeric characters. Currency: Select Currency to accept numeric characters, decimals, commas, spaces and currency symbols, such as the dollar sign ($). Entries are formatted according to the currency standards of the cultures entered on the Web Configuration tab of the Data Access Block. For example, if en-ca and fr-ca are entered, $50.00 or 50,00 $ are accepted. Date: Select Date to accept alphanumeric and special characters. The date is formatted according to the setting selected on the Updata Retry. Date / Time: Select Date / Time to accept alpha-numeric and special characters. This is formatted according to the server. Numeric with Decimal: Select Numeric with Decimal to accept numeric characters and decimals only. No letters or special characters will be accepted. Numeric without Decimal: Select Numeric without Decimal to accept numeric characters only. No decimals letters or special characters will be accepted. Pattern: Select Pattern to apply a field mask or pattern to the data entry. The field mask automatically formats the data entered in the field according to a set pattern. For example, you can define a pattern for phone numbers and apply it to the Telephone fields. If the user enters 18005618168, this is automatically formatted as 1-800-561-8168. When you select Pattern, the Pattern Name and Custom Pattern fields appear. You can select a pattern previously saved to the Govern database or create a new one. Tax Map Number: Select Tax Map Number to apply the mask or pattern, saved in the Govern database, to the user entry tax map number. Time: Date / Time: Select Time to accept alpha-numeric and special characters. This is formatted according to the server. 7. In the Behaviors group, select all behaviors that apply to the object. The Checked behavior applies only to the Check Box control type. Select this option to display a checked box, by default. Deselect this option to display an unchecked box, by default. This behavior is selected by default, meaning that if the object is added to the Web page, it will be displayed and made visible to the user. Deselect this behavior to make the object invisible to the user. 8. Click Add to add the new object to the Available Objects list box and to the USR_WEB_SEARCH_OBJ table. 9. In the Table and Column drop-down menus, select the Govern database table and column, that will be used for the search. In the following example we will create a Parcel ID object which, when referenced, will be used for entering parcel ID numbers. Certain municipalities may have specific requirements for Tax Map numbers. For example a specific numeric sequence may be required as part of the Tax Map number. To minimize errors during frequent entry, a default sequence may be set with the requisite numbers. In the following example we will create a Tax Map search object that will have default values in the fields. In the Dynamic Search Objects editor… The Default Value is where the required sequence is entered. When a Tax Map mask looks like the following: “##-###-##-##-####”, and it needs to contain a default sequence with the following “-110-33-”, i.e. all tax maps will contain these numbers, this sequence can be entered in the Default Value field: Enter this sequence: “-110-33-“; without quotation marks. 8. In the Default Value field (A), enter -110-33- with no spaces before or after the sequence. To modify an object: To delete an object: Dynamic Search Objects 103-ed-014
For example, objects such as House No.(From) (Location) and House No. (To) (Location) can be used as part of a group that allows the user to enter an address range in a search for parcels.
To create an object in GNA, from the ribbon:
Selecting a Control Type
Control_Type_
Description
Check Box
Combo Box
Label
Select this type to display the object as a label or heading.
Text Memo
Select this type to display a Memo field, for notes and comments. This type can accept an unlimited number of characters.
Textbox
Behaviors group
Behavior
Description
Encrypt
Select Encrypt to encrypt the data in the database.
Force Uppercase
Select Force Uppercase to save and display the user entry in uppercase.
Mask Entry with (**)
Select this behavior to mask the user entry with asterisks, as with password entries.
Perfect Match
Select Perfect Match to accept a full and exact match only. For example, to retrieve an account, the user must enter the full account number. A partial number is ignored.
Checked
Visible
Create a Parcel ID Object
Take note of the code name that the object is given so that you can reference it for other examples.Create a Tax Map Object with Default Values
NOTE: The system will only allow one pattern for the Tax Map Number. The mask for this pattern is defined in the Global Field Validation Mask Editor.
NOTE: When entering values into the Default Value field, DO NOT enter any quotation “ “ marks; only the dash “-” and the numbers are required.
Do not use this sequence: “XX-110-33-XX-XXXX”
“X” represents space characters.
NOTE: Space characters in the Default Value field are not required and will not work.
9. Click Save, to add the new object to the list.
10. If any additional changes are required, make them, then click Save to save the object again.
The resulting object when used in the MSGovern.NET search form will appear with the entered sequence as a default (A).Modify an existing Object
Deleting an Object
See Also
Dynamic Search Styles
Dynamic Search Groups
Miscellaneous Billing Online Payments (ePayments)
Misc. Billing Module Overview, Configuration, OpenForms Reference, What’s New, Developer wiki, QC and Test wiki, wiki Module Map … Last updated Jul. 25, 2016 (under construction)
Overview
Configuration
Required Configuration Steps
User Interface
Misc Billing Receipt command buttons
Misc Billing Receipt parameters
This is a feature that is designed for eGovern users that have a business need to make Miscellaneous Billing (MB) payments online.
This feature is configured in the Govern New Administration (GNA) application. To configure…
On the GNA ribbon, select the Application Configurations tab.
Create New – Click to create a new MB payment type, i.e. School Tuition, Tax, and so on.
Cancel Changes – When no configuration information is required to be entered.
Save the current item – To save any changes, made to the configuration, click Save.
Active A/R Class Link Online – To make the option available online through eGovern, click Active A/R Class Link online. Until selected the settings remain in the configuration, but is not active.
A/R Class – Select the A/R Class that the payment will be transferred from the combo box.
Name ID – The NA_ID of the account requesting the ability to make an online payment.
Miscellaneous Billing ID – A required field.
User Custom Label Text – Enter the text string that is to appear as the label
Creating an Entry
To add an entry to the list…
Deleting an Entry
Remove the current item – To delete a payment type, where there multiple entries, click to select the type from the list on the left hand column; click the Trashcan icon.
NOTE: An entry must be made for each Misc. Billing payment type.
Use the Dynamic Search Style management form to create search styles. A Search Style displays the Objects that appear on the Search page, these include search criteria and labels, and when initiated, launches an SQL query.
The Dynamic Search Style Management tool consists of two parts:
The linked objects are listed in the order that they appear on the Web page.
To modify an Object Sequence:
Linked Objects: Linked Objects appear on the Web page in the order they are listed in the sequence.
Read More... To create a new style: To modify an existing style: To delete a style: In the following example we will create a query that will perform a search by Parcel ID (P_ID). This query will use an object that was created in an earlier example in this document. See Create a Parcel ID Object. At this stage you are ready to enter the query that was designed earlier. If you find the Query field space too restrictive when typing, one method you can use is to create the query in a text editor. After typing in the statements, copy and SELECT PC_PARCEL.P_ID, PC_PARCEL.TAX_MAP, PC_PARCEL.SUBD, When we compare the above statement to the one that was create earlier, the object called pcParcelID2 has been left out. The reason for this is that when we want to include objects that are in the Govern system, the Search Styles Management form can take care of the entry and append any required special characters that the system may require. 9. Place your cursor immediately after the “=” sign (1) in your query statement, under the Linked Objects (by sequence) field (2), double-click on the Parcel ID Seg. For a list of SQL query rules that should be followed in GNA, see SQL Syntax Rules for GNA. When the style has been saved, it can be seen in Govern. 3. Click the Predefined Searches tab to display the Search form. As seen above (B), when results are displayed, the titles used for the requested columns are those of the database tables. When keeping an enduser in mind, column names used in the table, although acceptable for a database programmer, usually do not offer too much value to an end-user. For example, a column titled ”P_ID” is more understandable if it were called “Parcel ID”, or “SUBD” if it were called “Subdivision”. To customize the display of the column titles in our query results,’ display titles that are descriptive to the user will involve the use of an Alias. The syntax for using an alias in our SELECT statement is as follows… SELECT PC_PARCEL.P_ID AS ‘Parcel ID’ The SELECT statement is used to indicate the columns that are to be displayed in the query results. AS is used to designate the alias name to be used for the resulting column title. SELECT PC_PARCEL.P_ID, …can be rewritten with aliases using the AS statement… SELECT PC_PARCEL.P_ID AS ‘Parcel No.’, It should be noted that when you select an alias name for your column titles, it should not be the same as one of Govern’s Keywords. The process to create queries that are to be accessible on the web is the same as creating Dynamic Search queries. The major difference is in the location where the aliases are to be defined. To make alias entries in the Resource File… In the Resource File, the function that you will be looking for is called WEB_CO_SEARCHPANEL. This function is located in the Web (WB) module of the Resource File. 4. In the column on the left hand side; click on the “+” beside WB to expand it and view all the functions within the module, or perform a search for the string with the find menu option. See When the keys for the aliases are entered into the function, they must be named in a format that the system is expecting. The format to be used is as follows: COLmyHEADING_CH Where myHEADING is the title of the column in the table. The entry is padded with “COL” on the left hand side and “_CH” on the right hand side. For example if we wanted to enter a column title called SUBD, the entry would be COLSUBD_CH the alias title to be used will be Division. To make your entry you will need to use the Resource File Text Editor. In the Resource File Text Editor, the Label parameter will contain the “padded” key entry, and the alias that will be used is entered in the text section of the form. When entered, this aliased column title will be displayed online. Dynamic Search ObjectsCreating a Style
Modifying a Style
Deleting a Style
Create a Dynamic Search Style Query
NOTE: A basic understanding of Structured Query Language (SQL) queries is a prerequisite for this example.
Design the Query
In the database, the table that is being searched is called PC_PARCEL. In addition we will also retrieve information from other columns in that table. The additional information that would be of value would be the Tax Map Number, Subdivision, the Effective Year, and Inactive Year.
A basic SQL query would consist of three parts, a SELECT statement, a FROM statement, and a WHERE clause.
The following is our example statement…
SELECT PC_PARCEL.P_ID, PC_PARCEL.TAX_MAP, PC_PARCEL.SUBD,
PC_PARCEL.LOT, PC_PARCEL.EFFECTIVE_YEAR,
PC_PARCEL.INACTIVE_YEAR FROM PC_PARCEL WHERE
PC_PARCEL.P_ID=pcparcelidseg
The SELECT statement indicates the columns that are to be displayed in the
Results pane.
The FROM statement will indicate the table that the columns are to be selected from.
The WHERE clause is used as a filter for the results, i.e. we say “WHERE” PC_PARCEL.P_ID is equal “=” to the pcParcelID2 object.
The pcParcelID2 object is a search object that was created in the Search Objects Management form. See Create a Parcel ID Object.
Creating the Query in GNA
To build the Query in Govern New Administration (GNA)…
paste it into the Query parameter.
Type in the query as follows:
PC_PARCEL.LOT, PC_PARCEL.EFFECTIVE_YEAR,
PC_PARCEL.INACTIVE_YEAR FROM PC_PARCEL WHERE
PC_PARCEL.P_ID=
To specify the Parcel ID object in your query…
10. The object name is addded to the query; click Save.
NOTE: In the above final statement you will note that there is no space before or after the “=” sign. This is one of thesyntax rules that should be followed when creating queries.
Viewing Results in MS Govern
To view the Search Style in MSGovern.NET…
1. Open a Profile in MSGovern.NET.
2. From the Ribbon, select Views tab; Predefined Searches > Search Styles > By Parcel ID 2.
4. The search form will display your object (A) and when you perform a search, the columns that you had requested in your query will be displayed.Query Result Column Titles
Change Column Titles with an Alias
NOTE: When using AS ensure that the alias name is surrounded by an opening and closing single quote, e.g. ‘Alias_Name’.
If one were to modify the following Dynamic Search query for a search by Inspector, the following statement…
PC_PARCEL.TAX_MAP,
PM_INSPECTIONS.INSPECTION_DATE,
PM_INSPECTIONS.STATUS,
NA_NAMES.NAME_INDEX
FROM PC_PARCEL,
PC_LK_PARCEL_INSP,
PM_INSPECTIONS,
NA_NAMES
WHERE PC_PARCEL.P_ID=PC_LK_PARCEL_INSP.P_ID
AND PC_LK_PARCEL_INSP.IN_ID=PM_INSPECTIONS.IN_ID
AND PC_LK_PARCEL_INSP.MASTER_DEPT=PC_LK_PARCEL_INSP.DEPT
AND PC_LK_PARCEL_INSP.MASTER_DEPT=department
AND PM_INSPECTIONS.NA_ID=NA_NAMES.NA_ID
AND NA_NAMES.NAME_INDEX LIKE @ininspector_0
PC_PARCEL.TAX_MAP AS ‘Tax Map No.’,
PM_INSPECTIONS.INSPECTION_DATE AS ‘Inspection Date’,
PM_INSPECTIONS.STATUS,
NA_NAMES.NAME_INDEX AS ‘Inspector Name’
FROM PC_PARCEL,
PC_LK_PARCEL_INSP,
PM_INSPECTIONS,
NA_NAMES
WHERE PC_PARCEL.P_ID=PC_LK_PARCEL_INSP.P_ID
AND PC_LK_PARCEL_INSP.IN_ID=PM_INSPECTIONS.IN_ID
AND PC_LK_PARCEL_INSP.MASTER_DEPT=PC_LK_PARCEL_INSP.DEPT
AND PC_LK_PARCEL_INSP.MASTER_DEPT=department
AND PM_INSPECTIONS.NA_ID=NA_NAMES.NA_ID
AND NA_NAMES.NAME_INDEX LIKE @ininspector_0Column Titles That Should Not Be Used
For example in the above, the obvious column title of ‘Parcel ID’ was not used, instead ‘Parcel No.’ was used. The reason for the change is that ‘Parcel ID’ is a system reserved keyword.
Refer to Govern for .NET Keywords for a list of KEYWORDS THAT SHOULD NOT be used.
To use the above modified query in Govern.NET, in GNA either create a new query or for this example, modify an existing query.
1. Select Setup > Dynamic Search Configuration > Dynamic Search Styles…
2. In the Web Search Styles Management form, select an existing style, or create a new style. See Creating a Dynamic Search Style Query for details.
3. Modify the query statements in the Query parameter.
4. Click Save to save the modifications.
In Govern.NET…
5. Perform an Inspector search in Govern.NET; specify By Inspector (1).
6. Enter a required name in the parameter (2) or directly click Search for Results (3).
7. You will note that the column names are using the specified alias titles.
NOTE: Alias names are not case sensitive, titles are presented in capital letters
Dynamic Search Queries on the Web
For Web searches column titles are defined in the resource file. This allows for the re-use of the column titles in other searches. For example if the P_ID is defined as Parcel No., it will always display as Parcel No. whenever it is used.
This approach centralizes the definitions and minimizes the chances of error when multiple aliases have to be defined in each search style.
To make the entries into the resource file, you will need to use the Govern Resource Editor. The Resource Editor is included in GNA. Under Setups / Editors > Editors > Resource File Editor. See Resource File Editor for details about using the Resource File Editor.
NOTE: The Resource File is located in the root directory of the deployment folder and should only be edited by a system administrator.
Modifying Web Search Result Column Headings
NOTE: Editing Resource files should only be done by qualified individuals with Administrator privileges.
5. When the WEB_CO_SEARCHPANEL function has been located, click to select it; the keys will be displayed in the pane on the right hand side.Format for Entering the Alias Key
NOTE: The COL and _CH padding are mandatory for your entry to be recognized by the system.
To add an alias to the function…
NOTE: Unlike the the column titles in Govern, titles will be displayed as they are entered, i.e. in both upper and lower cases.
NOTE: All column header aliases will apply to all search style queries containing the same field name or alias name. In addition, search style queries using aliases are required to use the alias name instead of the field name in the table.
See Also
Dynamic Search Styles
Dynamic Search Groups
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e-Profile Password Management
Overview | General Setup | Form Custom Control Settings | Form Attribute Settings | Security Settings
It is now possible to manage e-profile logins using the Name & Address Govern Openform.
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| Set Password Feature |
Click to enlarge
In order to use this functionality you need to do the following administration changes:
Open the model and right-click to add a new action button CUSTOM CONTROL.
You must fill in the following information.
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| Custom Control Setup |
Assembly Name: WPFCustomControl.dll
Class Name: EportalLoginManage
MethodName: LoadUserControl
Embedded Image: Icon_Generic
Is Alone: False
Tool Tip: Set Password
Label Text: Set Password
Width: 300
Heigth: 200
Click to enlarge
Change the web profile access attribute to a checkbox (WEBPROFILEACCESS).
Set the UI Map ID to 11.
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| Web Profile Access Attribute Setup |
Click to enlarge
You first need to run a Synchronize all. Then you can remove the VIEW of the action button by going into the profile, then the form and clicking on the Set Password button.
Overview | General Setup | Form Custom Control Settings | Form Attribute Settings | Security Settings
This page will be updated as information becomes available.
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