Introduction

 

arrow_logo1.pngOverview

Arrow extends SharePoint into a unified, comprehensive and easy-to-use system that lets a community of users easily and securely design, run and share critical business reports.

Background

Arrow for SharePoint encompasses the entire reporting process, leading users through a step-by-step data connection and setup process to report creation and management.

This Windward Arrow User Guide describes in detail how the Arrow works. It covers the main steps of using the Arrow:

  • Creating a Windward data profile

  • Assembling a report by combining a template with a data profile

  • Running a report

  • Scheduling a report

Who Will Be Using This Guide?

Both the IT department and business professionals will use the Arrow, and both groups will likely refer to this guide. In many organizations, the system administrator will create a data profile and the business user will design, assemble, run and schedule reports.

This is not always the case, however. Therefore, we've tried to make each section understandable to both IT and non-IT folks. If at any point a section is unclear, we recommend you first contact your system administrator (if you're a business user) or consult our other guides (if you're a system administrator.)

System Requirements

  • Windows SharePoint Services (WSS3.0) or Microsoft Office SharePoint Services 2007 (MOSS2007) or SharePoint 2010.

  • SQL Server 2005/2008 IIS

  • .NET Framework 3.5

You must also have Office 2000, Office 2002 (XP),Office 2003, Office 2007 or Office 2010 to run the report template design tool, AutoTag.

The Arrow, SharePoint and Web parts

After installation, the system administrator adds Arrow components – running reports, scheduling reports, dashboards, etc. – to SharePoint, where they are accessible through a Web browser. These components are added as SharePoint web parts. (In layman's terms, web parts are simply the building blocks of SharePoint web pages.)

For more information on installing Arrow, please see the Arrow Installation Guide.

Security and Logging In

Security is handled through the SharePoint interface. If your company has SharePoint hooked up to your Active Directory, you will integrate within that Active Directory security. In other words, if you're logged on a Windows-based machine with Active Directory, those credentials are passed as soon as you open SharePoint in a Web browser.

If you're logging through another machine and you're accessing SharePoint through a Web browser, you'll be prompted for your credentials when you go to your company's SharePoint URL.

Technical Support

If at any point you run into difficulties while using the portal, online technical support can be reached 24 hours a day on our support forums. Please go to http://helpdesk.windwardreports.com/ to access them.

The following two support options are available to users who purchase a support contract:

  • Email technical support can be reached from 8 am to 5 pm Mountain Time. Email questions will be replied to within 30 minutes. Please send email to support@windward.net.

  • Technical support can be reached by phone from 8 am to 5 pm Mountain Time at 303-499-2544, ext. 1182.

Last edited Jun 6, 2012 at 10:10 PM by allisonl, version 1

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