Keyfax - Dataview Menu Tables

Database Management (DBM) Tables

To allow Keyfax Dataview menus to be designed and built the Dataview Database Management (DBM) and Security (DBS) tables must be added to the proposed Information Database, these must be added and configured for specific information to be displayed in the Dataview Application.

These tables, together with any required configuration data can be supplied by Omfax in a SQL Server script. This script will contain all relevant indexes and permissions for use with other Keyfax application suite members (i.e. data lookups by Keyfax Frontline). It is important that the base data being accessed also has relevant indexes and permissions.

The structure of these tables is as follows:

Security tables
dbs_users  Holds details on authorised Dataview (and other applications in the Keyfax suite) users, access rights and passwords.
This is pre populated with user and administrative accounts to allow new members to be added.
Note: It is advisable to use the Add/Edit user facilities provided by the Administrator Tools (or available within the Task Manager or Contact Centre products) to manage users instead of the Dataview user management screen.
Data Upload and Synchronization
dbm_importfiles  Holds details of files used in CSV data synchronisation is to be used.
dbm_synchronize  SQL statements to automate uploading/synchronisation of CSV data with information tables.
Menus and Data Navigation
dbm_display_properties  Defines how information data is presented to users, for both viewing and editing.
dbm_display_styles  Style templates available to present data to users.
Note: Fixed list of option, not editable.
dbm_display_types  Menu display types, tree, list etc.
Note: Fixed list of option, not editable.
dbm_drop_menu  Defines DHTML drop-down menus lists associated to top navigation menu bar
User text searches can also be defined here.
dbm_search  Defines SQL queries to be used for filtering data to display sub menus, lists and data selections in Dataview's left hand column.
dbm_search_displayitems  Defines information display links from search menu items which do not require a menu tree in Dataview's left hand column.
dbm_search_header  Defines data to be used in 'breadcrumb' hyperlinks.
dbm_sub_menu  Defines menu search headers for data lookup in Dataview's left hand column.
dbm_sub_menuitems  Defines layout, links and lookup information for menu trees in Dataview's left hand column.
dbm_top_menu  Defines the top navigation menu bar text items, and any associated drop menu or search method to invoke.
Other
dbm_helpfiles  Holds file references for Help files used in this application.
dbm_version  Holds user defined information relating to database edits.

In some database schemas; i.e. when additional Keyfax application suite data is also present there may be additional tables to those listed above. These should not be tampered with, as they do not hold any data which is relevant to Keyfax Dataview.

Document data
Document Date: 23 June 2006revision 1
Keyfax version : 3.2.0.0
Author: Technical Serviceskeyfax@touch-base.com