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Desktop in Windows Client (old)


The desktop is located on the right hand side of the program window. It comprises a personal salutation, a slogan of the day, a personal photo, the date and the desktop components (desktop diagrams, dynamic bookmarks, desktop-reports).

The integrated docking-system allows for controlling components within the desktop, i.e. the components can be adapted to size and shifted within the raster through Drag and Drop. The desktop state is saved when the application is exited.

  • The desktop diagrams provide all information relevant to your work updated and graphically compact. This for example could be the status of your current quotes. The displayed data are provided from a saved search.

  • Similar to the newsticker dynamic bookmarks inform you about the latest events in politics, economy or the latest new from your company websites.

  • You can use reports on the desktop if you require an updated extract from the birthday preview for example, to wish your business partners a happy birthday.

Insert a personal picture

By clicking on the existing picture, you open a browser with which you can then select a GIF, PNG or JPEG file from a local or network drive. For display on the desktop, a copy is saved to the databank.

Only one picture is shown on the desktop. You can only replace the one with another.

For other formats an error-message is displayed and the import is aborted.

Set RSS-feeds

  1. Select Options / Desktop display / Layout configuration.

  2. Insert the desired internet address of the RSS service into the column List of desktop-Rss-Feeds and click Add.

  3. The update-status of this address is checked. If this address is update, it is listed. However, if this address is invalid, you will be getting a corresponding message.

Analog to that you can delete addresses already added. Mark one or several lines in the list and click Remove. The changes on the desktop are adopted automatically.

Set desktop reports

  1. Select Options / Desktop display / Layout configuration.

  2. Click Add in the dialog column Listing of desktop reports.

  3. In the upcoming dialog you can manage existing reports. With


reports are selected or removed.

  1. Confirm with OK. The reports are displayed on the desktop.

You can assign desktop reports once the administrator has enabled them.

Show/hide slogan of the day

Select Options / Desktop display / Layout configuration. Activate or deactivate the checkbox Daily Quip. Depending on your settings, the slogan of the day is shown or hidden.

Set desktop diagram

  1. Select Options / Desktop display / Diagrams.

  2. Once you mark one or more entities in the left list you are listed the saved searches to these entities to the right.

  3. To each search you mark in the column Selected a diagram is created. In the column Grouping you can set the criteria to which the selected data are to be collected in the diagram. The Diagram type can be set with the column named that way.

For desktop diagrams a message is displayed in the diagram once the search selects more than 10000 datasets.

Display quick search

Select Options / User preferences / General. Activate or deactivate the checkbox Show quick searches. These are then shown or hidden on the desktop.

Display InfoBoard

Select Options / Desktop display / Layout configuration. Activate resp. deactivate the Checkbox Show InfoBoard. According to your setting, the new InfoBoard is then shown or hidden on the desktop.

Users with a classic Desktop view can slowly transform to the InfoBoard desktop that way. See ch. InfoBoard Desktop for details.

Move desktop component

  1. Move the mouse onto the flap of the component you want to move.

  2. Click with the left mouse button and hold it.

  3. Now pull the flap into the area of your desktop where you want to have it placed. The raster fields are displayed blue. This makes it easier for you to assess where the component is to be docked on.

  4. In the last step you let go of the mouse button.

Interface for desktop configuration

You can make the desktop configuration (menu Option / Desktop configuration) directly in the application. The definition of the settings is made

  • system-wide

  • configuration group-specific

  • user-specific

Diagrams, reports, RSS-feeds, quicksearches and the welcome slogan are saved. If, for example, a report is pre-set system-wide, it is then displayed on all desktops if no configuration group-specific or user-specific settings exist.

The configuration to be used for a user is searched in the following order sequence:

  1. User-specific

  2. Configuration group-specific

  3. System-wide

This configuration first found is used.

The following changes implicitly lead to the creation of a user-specific configuration:

  • Exit all desktop components (via the “X”)

  • Add/remove desktop components via the corresponding configuration dialog

The following modifications do not result in the creation of a user-specific configuration; i.e. the configuration group-specific or system-wide presetting will be used:

  • Changes to the layout of the desktop components (rearrangement, size change)

These changes are saved implicitly.

To be able to control system-wide and configuration group-specific settings, the user's needs specific function rights.

As standard, users simply have the option to reset settings to standard, through the context menu and the main menu. The personal setting is not taken into consideration and the configuration group-specific resp. system-wide setting is loaded. With this, a countermand option is provided to have the possibility to reset to the last saved user configuration or the standard configuration.

When loading and displaying the system standard, a message is displayed. Once confirmed, this system-specific standard will then be used.

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