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CDRv5 Client – Overview

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CDRv5 Client and Database Architecture

The CDRv5 Server provides the call detail information to the CDRv5 Client and its CDRv5 Database. CDRv5 Client is responsible for updating and managing the CDRv5 Database. Each CDRv5 Client may either have its own CDRv5 Database or use another CDRv5 Database. In the former case, the CDRv5 Client is the "owner" of the database. Only the "owner" of the database can update the database table. Other CDRv5 Client users can only query the database for the purpose of creating reports.

Understanding Database Security (Authentication)

The MS-SQL security model supports Database security, Operating System security or mixed mode (both). Your database administrator would have setup the security model when the MS-SQL Server was installed. The CDRv5 Client software supports all MS-SQL security models.

However, it is important to understand that the application will use a "mirror” username in its own security model. In other words, the CDRv5 Users table will have a user entry with a user name identical to the OS username. This is the name that is used by the CDRv5 application to manage the applications privileges and access. The database can also be shared with other users by adding their username in the CDRv5 Database Users table. Nevertheless, the actual database access must also be configured to authorize a user to access the database.

In summary, the security is a two-step process: 1) authorize a domain user to access MS-SQL server using its own security configuration and 2) configuring the CDRv5 Database Users table to allow access to its data.

Graphical User Interface Layout

The CDRv5 Client application provides the graphical user interface to use the configuration, monitoring and reporting features of CDRv5.

The user interface is divided in the following sections:
  1. The caption and ribbon provide access to the functions using Microsoft Ribbon technologies. More information can be found at:
    1. The ribbon supports a quick access toolbar which allows for customization of the menu system.
    2. You can place your favorite commands on the Quick Access Toolbar by using the "More Commands..." function.
    3. The Quick Access Toolbar can optionally be placed below the ribbon.
  2. The work area is where you will use most of the reporting features of the CDRv5 Client.
  3. The Quick Help panel provides context sensitive summarized information. This panel will change to match the work area context. You can:
    • Permanently hide/show this panel using "Options > Hide Quick Help Panel" or "Options > Show Quick Help Panel".
    • Right-click on the panel to bring up additional functions:
    • Annotation is a great way to customize your quick help to add your own information. The "Annotate" command will bring a editing panel using the current contents. Any change you make will be recorded and displayed whenever you return to the context. Use "Restore to Default" to restore the default quick help options. This may be useful if you updated the software and wish to get the latest help text.
    • In some cases, the help content is better displayed if you use WordPad.
    • Use "Share with the World" to send your annotated quick help content to Trillys for review and future integration into upcoming software releases.
    • Drag and Dock. You can click on the panel and drag the text outside the CDRv5 Client area. This will bring a floating window that can be positioned and resized to your liking. To dock it back, click on the floating window caption bar, drag it to the docking edge and release the mouse button.

      Note: If the contents of the help panel become corrupted, use "Refresh Screen" to repair.
  4. The "Docking Edge" is used to return floating windows inside the work area. The quick help panel, and all of the reports could be drag outside the work area for concurrent viewing. They also can be docked back to the work area using the docking edge.
  5. The "Dashboard" provides a quick glance at the state of the application. It contains colored indicators showing the states of the connections (server and database) and activity icons showing when periodic functions are activated.
  6. The "Status Bar" provides the following information:
    • Your computer name
    • Your Windows username
    • Your configured MS-SQL database connection
    • Your MS-SQL authentication (username)
    • Run-time warning and error messages
      Note: By default warning and error message will show for 5 seconds. You can use "Options > Keep Last Status Bar Message" to leave the last message on the panel.

Navigation using the Ribbon (Menu)

Tab Functions
Home Logon, configuration & maintenance, database management.
Reports CDRv5 queried, real-time and trending reports.
Report specifications, creation, viewing and management.
Options Options settings.
Help Help, tutorial, versioning, license, software update.

Other Useful Features
  • Use "Options > UI Style" to select a GUI theme of your liking.
  • Use "Options > Show Hints" to provide additional information when the cursor hovers over a control.

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