case 4212

docs/8.0/ayanova/docs/adm-report-templates.md

@@ -54,3 +54,15 @@ The number of records selected to report and the amount of memory, disk speed an
 For example, reporting on a month at a time rather than a whole year at a time of records by [filtering](ay-start-form-data-tables.md#filtering-columns) the data table being reported.
 
 If a report takes too long to render and goes over the configurable timeout setting you will receive a timeout message instead of your report and should further limit the amount of data selected or, if report rendering speed / timeouts is a recurring issue, we have [report rendering timeout tips](ops-config-report-rendering-timeout.md#what-to-do-if-running-into-timeout-issues) specifically for the I.T. system operator responsible for AyaNova server maintenance who may need to adjust the timeout configuration setting or provide more resources to the AyaNova server to alleviate the problem.
+
+## How to Import and Export report templates
+
+### Export
+
+Report templates can be exported to text files by opening the report template in the [Report template editor](ay-report-edit.md) then selecting the `Export` menu option.
+
+### Import
+
+Report templates are imported from this [report templates data table](#report-templates-data-table)
+
+![import](img/adm-report-templates-import.png)

docs/8.0/ayanova/docs/ay-report-edit.md

@@ -184,6 +184,22 @@ Data here is displayed in the report designer user interface when the report des
 
 If you do not see this section it means the report designer was opened directly without passing through a business object first so there is no current data to display but you can still edit the report as normal. This can happen if you open a report from a History form or use the browser back button to go back to a report that was previously edited or open a report URL directly.
 
+## Menu options
+
+![report edit form menu](img/ay-report-edit-menu.png)
+
+In addition to the [common edit form menu options](ay-start-edit-forms.md#common-edit-form-menu-options) the Report edit form also has the following unique option:
+
+### Export
+
+The export option enables you to export a report template to an external file. This is used to share report templates, preserve them when erasing a database or simply to make backup copies when editing in case you need to restore a previous version.
+
+Exported report templates are saved as a .json format text file with a \*.ayrt file name extension.
+
+#### Importing report templates
+
+Importing of report templates is done from the administration report templates [import option](adm-report-templates.md#import).
+
 ## Report data structure
 
 When a report template is processed, business object data is provided to the template along with other data. Some of this data is used internally by the provided helpers and you have full access to these data values in your templates, Handlebar helpers and PrepareData scripts.

docs/8.0/ayanova/docs/tour-bootstrap-acquire.md

@@ -1,11 +1,45 @@
 # Getting started - Acquisition
 
+Once you've [evaluated AyaNova thoroughly](tour-bootstrap-evaluate.md) and confirmed it will match your business needs it's time to purchase AyaNova.
 
-### License agreement and terms of service
+## License agreement and terms of service
 
 Be sure to review review our [License agreement](https://ayanova.com/docs/license/) for Pertual self-installed AyaNova or our [Subscription service agreement](https://ayanova.com/docs/ayanova-subscription-service-agreement/) before purchase.
 
+## Before you purchase
 
-================================================================
-- self installed or subscription choice			
-- Purchase and install license
+### Self installed Perpetual AyaNova in-house
+
+The purchase process is used to obtain a license to activate the AyaNova server you are already using previously during evaluation.
+
+If you do not have an AyaNova server installed and ready for use in trial evaluation mode or you need to make changes such as installing AyaNova in a different location on a different computer you should do that first, get AyaNova up and running as a trial evaluation first and confirm it's ready before making your purchase.
+
+At the time of purchase you will be required to provide your unique database ID that is generated when you first create a new AyaNova database on your server and can be copied to clipboard from the menu on the [Administration -> License](adm-license.md#copy-database-id) page of the AyaNova web application.
+
+### Subscription service
+
+The purchase process is used to obtain a license the activate the AyaNova subscription service you are already using previously during evaluation.
+
+If you do not have a currently active trial evaluation subscription service in use or plan on subscribing to the AyaNova subscription service in a different data center location you should do that first before purchasing a license by [requesting a trial / evaluation](https://contact.ayanova.com/request) or [contacting support](https://contact.ayanova.com/contact) to have that set up for you first.
+
+At the time of purchase you will be required to provide your unique subscription service database ID which can be copied to clipboard from the menu on the [Administration -> License](adm-license.md#copy-database-id) page of the AyaNova web application.
+
+## Purchase
+
+AyaNova Perpetual licenses or an AyaNova subscription can be purchased directly from the [pricing page](https://www.ayanova.com/r/pricing.htm) on our website using the `Add to Cart` buttons beside the products being purchased.
+
+If you aren't certain what you need please [reach out to our support department](https://contact.ayanova.com/contact) for help. They are not sales people they will only recommend options based on your requirements.
+
+## What do I get when I purchase?
+
+You will receive an email once our payment processing provider has received your payment and we have generated a license key for your server.
+
+Your AyaNova server will automatically retrieve and install the license within 30 minutes once it's available but you can also trigger the process to happen right away using the instructions in the email sent by us.
+
+Once AyaNova installs your license key you're ready for the next step:
+
+## Next up - Configuration
+
+It's time to set up AyaNova for real-world production use:
+
+3. [Configuration - setting things up](tour-bootstrap-configure.md)

docs/8.0/ayanova/docs/tour-bootstrap-configure.md

@@ -1,10 +1,137 @@
 # Getting started - Set up for production use
 
+Once you've [acquired an AyaNova license](tour-bootstrap-acquire.md) it's time to set things up for real-world production use.
+
+The following is a _suggested_ order for setting up AyaNova for production use.
+
+These are suggestions only, you do not necessarily have to do things in this manner, many items can be entered on the fly but it's helpful to go through this and follow the help links.
+
+## Export first
+
+Before erasing the AyaNova database to clear out any sample data there may be some things you want to keep for production use.
+
+#### What if I want to keep a _lot_ of data?
+
+If there is a _lot_ of data that was entered during evaluation that you would want to keep it might make more sense to _not_ erase the database but instead selectively erase the sample data you _don't_ want to keep.
+
+The [Delete extension](ay-ex-delete.md) can be useful for this purpose, it allows you to mass delete most object types in AyaNova. You can fine tune what gets deleted by selectively filtering and sorting the data table containing the data to be deleted first.
+
+### Export report templates
+
+Export (and later import) any customized or new report templates that you want to keep by using the [report template import export](adm-report-templates.md#how-to-import-and-export-report-templates) feature.
+
+### Export custom translations
+
+If you have made a customized translation for AyaNova you want to keep, use the [Translation export](adm-translations.md#export) feature.
+
+### Export data
+
+If there are any items of data that were entered that you want to export and later re-import, for example Customers first have a look at the [Import feature documentation](adm-import.md) and confirm that the data type you want to import is supported.
+
+Use the [Export extension](ay-ex-export.md) to export the data you want to keep.
+
 ================================================================
-- Export anything want to keep that will be erased when cleaning it out
-- Erase sample, test data if any
-- Import back exported stuff that want to keep 
-- Ops backup setup  and backup plan
-    - configure, test, start immediately
-- v7 quickstart stuff kind of from here down
-- Set up business settings in global settings
+
+-   Export anything want to keep that will be erased when cleaning it out
+-   Erase sample, test data if any
+-   Import back exported stuff that want to keep
+-   Ops backup setup and backup plan
+    -   configure, test, start immediately
+-   v7 quickstart stuff kind of from here down
+-   Set up business settings in global settings
+
+============ v7 help docs steps ==========
+
+Quick setup of AyaNova and start using:
+
+Follow along with the tutorials and, review Feature details.
+
+Erase the AyaNova data entered to start fresh or manually delete objects (workorders, clients, etc) if applicable
+
+Create Tax Codes (and set defaults in Global Settings if desired)
+
+Create and setup Security Groups (determines rights for users to access AyaNova features)
+
+Create AyaNova Users - schedulable users such as technicians as well as non-schedulable users such as those that just enter data
+
+Create Labor and Travel Rates for selection in workorders
+
+Create Clients (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
+
+Use as is and/or Customize existing report templates for your company and/or create new report templates
+
+Create service workorder for a client (follow along with tutorial for a quick walk through)
+
+More in depth setup of AyaNova:
+
+Follow along with the tutorials and, review Feature details.
+
+Set up for AyaNova network configuration (multiple networked users connect to the database at the same time) if required
+
+Set up backup routine for your configuration (stand-alone backup or network Firebird Server configuration or SQL configuration)
+
+Edit the AyaNova Administrator default password and create a new manager administrator user account - see Users
+
+Create Tax Codes (to be used as defaults in Global Settings)
+
+Locales (create a custom locale if you want to change the text displayed in AyaNova and set as default in Global Settings for new users, and/or assign to existing users)
+
+Erase the AyaNova data entered to start fresh or manually delete objects if applicable
+
+Create Regions (used to restrict data access based on region a user is a member of) and set Client Notifications for each Region
+
+Create and setup Security Groups (determines rights to access AyaNova features for users)
+
+Create Part Warehouses (assign default warehouse to users as well as used to maintain tighter inventory control)
+
+Create Dispatch Zones (used to group clients together for filtering, reporting and scheduling, and assign schedulable users to)
+
+Create User Certifications (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)
+
+Create User Skills (used to determine if user can perform certain service and/or be assigned to certain Schedulable User Groups)
+
+Set your Global Settings
+
+Set up AyaNova Users
+
+Client Groups (groups clients together for filtering and reporting)
+
+Create Labor and Travel Rates for selection in workorders
+
+Subscribe to events such as Client Contract Expiring before setting client contract expiry date
+
+Create Contracts
+
+Create Head Offices
+
+Create Clients (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
+
+Create Vendors
+
+Create Unit Models
+
+Create Units (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
+
+Create Loan Items
+
+Create Parts (you can import using the ImportExport.csv utility, and/or you can create on the fly as needed)
+
+Enter Part Inventory Adjustment for starting inventory
+
+Create Workorder Categories
+
+Create Workorder Statuses (you can enter manually, and/or import using the ImportExport.csv utility)
+
+Create Workorder Item Types (you can enter manually, and/or import using the ImportExport.csv utility)
+
+Create Priorities (you can enter manually, and/or import using the ImportExport.csv utility)
+
+Create Unit Service Types (you can enter manually, and/or import using the ImportExport.csv utility)
+
+Create Task Groups & Tasks
+
+Have users subscribe to events
+
+Customize existing report templates for your company and create new report templates
+
+Add additional custom fields where needed

docs/8.0/ayanova/docs/tour-bootstrap-evaluate.md

@@ -114,19 +114,25 @@ Once you have access to AyaNova and some sample data generated to play with we r
 2. Take some [guided tours](tour-intro.md) to get your feet wet. A good place to start out is the [Create a Customer guided tour](tour-service-create-customer.md).
 3. Work orders are at the heart of AyaNova so the [Create a work order guided tour](tour-service-wo.md) is a good next step.
 4. Try out any particular feature that is important for your business. Each AyaNova form has a Help link in the menu that will take you to a help page for that form. Don't be afraid to break anything, you can always generate fresh sample data and start over.
-5. What does everyone else think? Get other staff members feedback.
+5. What does everyone else think? It's time to get other staff members feedback.
 
-    Once you have a fairly good idea where things are and how they work it's time to get other staff trying out AyaNova, make User accounts for all staff in each department who will be using AyaNova and have them try out the features that they would be working with day to day.
+    Once you have a fairly good idea where things are and how they work it's time to get other staff trying out AyaNova, make [User accounts](adm-users.md) for all staff in each department who will be using AyaNova and have them try out the features that they would be working with day to day. Use the sample Users provided for each [Role](ay-biz-admin-roles.md) as an example to refer to when setting up your own staff User accounts.
 
-    For example have the service techs try making [work orders](tour-service-wo.md), entering labour and scheduling themselves. Have the Inventory staff try out the [purchase orders](inv-purchase-orders.md) and entering [Parts](inv-parts.md) etc. Sales staff should try out the [Quoting](svc-quotes.md) system. All administrators or department heads should try out the [dashboard](home-dashboard.md) and set up some business metrics and graphs that relate to their departments.
+    For example have the service techs try making [work orders](tour-service-wo.md), entering labour and scheduling themselves.
+
+    Have the Inventory staff try out the [purchase orders](inv-purchase-orders.md) and entering [Parts](inv-parts.md) etc.
+
+    Sales staff should try out the [Quoting](svc-quotes.md) system.
+
+    Administrators and department heads should try out the [Dashboard](home-dashboard.md) and set up some business metrics and graph widgets that relate to their departments.
 
     Get feedback from all users and if any questions arise that aren't covered in the manual please do not hesitate to [contact our support department](https://contact.ayanova.com/contact) as always.
 
     It's important that all Users have a chance to try AyaNova and give their feedback and ensure their questions and concerns are answered before moving on, allow plenty of time for this process.
 
-6. Time travel - once everyone who will be using AyaNova is familiar with their area of the program have them go back and look at it again but this time considering different time frames for their tasks.
+6. Time travel - once everyone who will be using AyaNova is familiar with their area of the program have them go back and look at it again but this time considering different time frames for any required tasks and trying them out in AyaNova.
 
-    For example, what will be their day to day interaction with AyaNova, weekly, monthly, yearly. Looking forward in time like this is often helpful when evaluating business software to catch anything that might be missed during the first few looks and it gets people thinking in terms of actually using the software in production and identifying any concerns that come up early on so there are no surprises later.
+    For example, what will be their day to day interaction with AyaNova, weekly, monthly, yearly? Looking forward in time like this is often helpful when evaluating business software to catch anything that might be missed during the first few looks and it gets people thinking in terms of actually using the software in production and identifying any concerns that come up early on so there are no surprises later.
 
 7. Customization - AyaNova is highly customizable in many areas and it isn't unsual at all to want to make some tweaks to more closely align AyaNova with a particular business or industry.