DriveWorks Pro 18: DriveApp Administration [send feedback...]

DriveApp Administration

DriveApps are provided to add out of the box functionality to your current Group.

Available DriveApps include:

  • Dashboard

    Set up links to websites, DriveWorks Projects, KPI's and other dashboards.

  • CPQ (BETA this is feature complete and tested but may be subject to minimal changes.)

    The Configure Price Quote DriveApp has been created to make it easy for manufacturing companies to quickly leverage the benefits of online selling.

Add

To Add a DriveApp:

  1. Click the Add button from the command bar.
  2. From the Add DriveApp wizard, select the DriveApp to add. Click Next.
  3. Enter an alias for the DriveApp.

    Each DriveApp needs an alias. This is the name that will be shown to users.

    Multiple Instances of each DriveApp can be set up. Aliasing each DriveApp identifies each instance.
  4. Select the Default Project.

    The Default Project is the entry point to the DriveApp for users. Depending on the DriveApp, this may be configurable.

    This could also become configurable once the DriveApp has been set up and initialized.
  5. Enter the Start Parameter.

    The Start Parameter sets additional data for the DriveApp. Depending on the DriveApp, this may be configurable.

    Click Next.

    Some DriveApps may not require a database connection.

    If this applies to the chosen DriveApp:

    Click Finish

  6. Select the Microsoft SQL Server where the DriveApp data is to be located.

    Click Next.

  7. Select the Authentication method for the SQL Server.

    If using SQL Server Authentication, enter a valid User Name and Password.

  8. Select an Existing or New Database to hold the data for the DriveApp.
    The DriveApp will create the database, schema and default data when the DriveApp is run for the first time.

    Multiple DriveApps can share the same SQL Server and database if required.

    When multiple DriveApps share the same database, any customization settings will apply to all DriveApps in the database.

    Click Finish.

When a DriveApp has been added, the options detailed below are available from the command bar or the DriveApp tile.

Edit

Click Edit to change the options applied when the DriveApp was added (as above).

Delete

Click Delete to remove the DriveApp.

Deleting will remove the DriveApp from the Group only.

The database and data will not be removed.

Adding the DriveApp back and attaching to the same database will restore all data.

To delete the database, use SQL Management Studio.

Security

Click Security to select the Teams that will have the ability to run the DriveApp.

Teams are created in Security Settings.

The DriveApp Team Security dialog has two options:

  • All teams can run the DriveApp

    This option should be selected if all current teams, and teams subsequently added, will have the ability to run the DriveApp.

  • Custom

    This option should be selected to choose the teams with the ability to run the DriveApp.

    Teams subsequently added will not have access to run the DriveApp.

Enabled

Click Enabled from the command bar, or Enable from the DriveApp tile to enable the DriveApp.

DriveApps must be enabled for them to be seen and run from the DriveApps task.

The enabled setting is maintained when closing and re-opening the Group.

Initializing a DriveApp

When a DriveApp has been added and enabled, a one time Initializing process is required.

Please see DriveApps for more information.

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