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URMT Help

As you read this help section, you may feel overwhelmed. However, in the last century this was trivial for a vast collection of the population. So do not be intimidated. It is just new for you, but you will soon grasp everything and easily use and tailor URMT to your unique needs. Nothing is hidden, nothing is obfuscated, it is all transparent and operates at the 9th grade level.

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1. Installation
2. Startup
3. Configuration
4. Severity Levels
5. Website Development Tutorial
   1. Managing The Software and Website on Your PC
   2. Software Tools
   3. AOLPRESS and Notepad++
   4. Dealing with Smartphones
   5. Links and Anchors
   6. Developing Images
   7. Screen Capture Images
   8. Updating Website Procedure

Installation

URMT installation does not use an installation program. Instead URMT is provided as a .zip file. Simply unzip the file (urmt.zip) and place it in the appropriate directory on your computer or place the relevant components on your webserver. This gives you full transparency and control of your computer system. There are no hidden elements. You know exactly what is happening to your computer.

Computer

1. Create a z-places\shareware\urmt directory on your computer
2. Download URMT to z-places\shareware\urmt (C:\z-places\shareware\urmt)
3. Create a z-cassbeth directory on your computer (C:\z-cassbeth)
4. Unzip URMT, You should now have 2 directories in z-cassbeth: (1) apache and (2) urmt
5. Double click intall.bat or Copy apache and urmt to C:\z-cassbeth
   1. All Cassbeth products are installed in z-cassbeth
   2. They all use the apache server in the apache directory
   3. The apache directory includes perl
   4. If you install other cassbeth products, they may use an older apache bundle, just copy the most current apache directory to C:\z-cassbeth
   5. What usually changes is the path to the various products found in apache\conf\httpd.conf
   6. Some products do not include perl in the apache directory, its okay if these directories are present for all products, those that need it will use it
6. Go to C:\z-cassbeth\urmt
7. Copy URMT shortcut to the desktop
8. Installation is complete for a personal computer

Webserver

You will need to transfer files to and from the webserver using FTP. The recommended tool is filezilla found on the Internet. Also see: webdev

1. Complete the installation on your computer
2. Create z-places\[domain name]\urmt directory on your computer (e.g. C:\z-places\cassbeth\urmt)
3. Copy urmt directory from z-places\shareware\urmt to C:\z-places\[domain name]\urmt
4. You will need to change the perl location for all the .cgi and .pl files in loc-bin
   1. Go to C:\z-places\[domain name]\urmt\loc-bin
   2. Open all the .cgi and ,pl files
   3. Change the location of perl at the top of each file to the perl location on the webserver
5. Start your FTP program (filezilla) and connect to your webserver
6. Create a urmt directory in public_html (public_html/urmt)
7. Upload all the files
8. Go to loc-bin
9. Select all the .cgi and .pl files and change the permissions to 755
10. Installation is complete for your webserver
11. In the future you can move all these files to your cgi-bin directory but that will require changes to the perl scripts

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Startup

Computer

1. Double click the URMT shortcut
2. A URMT DOS window opens
3. Keep pressing any key on the keyboard as the startup sequence proceeds
   • Intro - some info
   • Apache - this starts the apache server, a new DOS window opens, it may block the startup window, move it away so that you can continue with the startup
   • Browser - this opens the default browser and goes to the URMT URL
4. Startup is complete
5. The web browser is open to URL: http://localhost:4444/~urmt/
6. Start using URMT
7. To shutdown, go back to the URMT DOS window and press any key
8. The apache webserver will be shutdown
9. The web browser is still be open but if you click any links, and error page will be displayed: Unable to connect
10. You can double click URMT again and restart apache at any time and the web browser will be able to connect again
11. This is the unique and simple Cassbeth approach for quickly starting and stopping the apache server on your computer

For Chrome, if localhost is blocked enter URL:

• Enter in the URL area: chrome://flags/#allow-insecure-localhost
• Make sure it is Enabled, then Restart Chrome
• This is constantly changing, use another browser if it is a problem (firefox, seamonkey, etc.)

Webserver

1. Open web browser
2. Go to www.[your domain name].com/urmt
3. URMT website location opens
4. Press any Report link to start a perl script
5. The per script should start if you have updated the perl location on your webserver for all the perl scripts

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Configuration

You will need to configure and tailor URMT for your organization. The changes will happen in the HTML pages and perl scripts.

HTML Pages

The recommended tools are notepad++ and AOLPRESS. AOLPRESS is found at our website development area: webdev

1. Examine all the HTML pages in your browser
2. Examine all the HTML pages in an editor like notepad++ so that you can see the hidden tags
3. For the request pages you will need to edit the Project File Name for each request page
   1. This is a text item visible on the webpage and a hidden input tag visible in the source view using an editor
   2. For example change: <INPUT TYPE="hidden" NAME="file" VALUE="request-website.log">
   3. Recommend that all file values start with "request" but it can be "anything or nothing"
   4. Note that all the files are located in urmt/loc-bin/projects
   5. Each time a user makes a request the file is copied to archive with a date timestamp to the minute
4. Pick the HTML pages that most closely match your needs
5. Open the HTML pages and begin to make your changes (your originals are in your shareware repository)
6. This will involve several iterations as internal tests are performed and then initial roll out is performed (save off those iterations as you proceed)

Perl Scripts

Initially you should not modify the perl scripts. Become familiar with the current system, then you can start with simple changes. You will need to add users for login operations. The security is not tight because it is assumed that the application is either on a personal computer or a webserver with enterprise level security. Once you are familiar with the scripts, you can disable the security check.

1. Open each perl script in an editor and become familiar with all the scripts
2. Add and remove users
3. Add and remove email address notifications
4. The programming approach is simple based on functions and global variables that is somewhat self documenting
5. There is commented out code that remains to show previous dead ends so that they are not duplicated
6. Open each example project file and become familiar with the files, import them into a spreadsheet and examine the fields
7. The project files use the first entry for the headings
8. Internally there are headings and fields that track each other in arrays
   1. For example headings[22] has the heading name while fields[22] has the field content
9. The headings change with each HTML request page that is developed
10. The first time a new HTML page with a new file is accessed
    1. The new file is created
    2. The header and first entry is added
    3. To add new requests, there should be no need to create a default file in projects, it should all match and work with the HTML page
11. Perl scripts are updated for:
    1. User login accounts
    2. Email address notifications
    3. Changes to pre-defined Status
    4. Changes to pre-defined Severity Levels
    5. Changes to color schemes

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Severity Levels

When an HTML request page includes a Severity Level, they are associated with various accepted standards and practices from Safety and Quality communities. This is an example of where your organization may depart from these predefined levels and use other words and descriptions. If the Severity words are changed, the report script will need to change so that the appropriate colors and other elements are applied.

URMT Severity levels and descriptions: severity.html.

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Website Development Tutorial

Managing The Software and Website on Your PC

Managing the location of the website and program files on the PC is important. Things are easily lost especially if there is no consistent approach to managing the stuff. Do not try to use the billy gates approach to managing the files, even if that is how you currently do things. The issue is everything needs to be in one place -  webpages, images, documents and support tools. The suggested approach to managing the website and program files is:

• Open windows file explorer and create a folder called z-places
  • click the folder in the bar at the bottom
  • or press the Windows key + E
  • pick the option to create a new folder or right click and select new folder
• In z-places create a folder called shareware
• In z-places create a folder called [domain name]
• Place downloaded software in the shareware folder
  • Any software that you download make sure to right click the file, select Properties, and select Unblock or it will not execute
  • This also applies to .zip files
  • Do this for all software downloads beginning with windows 7
• Place official website pages in [domain name]
• The resulting directory structure will be C:\z-places\shareware and C:\z-places\[domain name]
• z-places is your place for doing work

Any programs like AOLPRESS and Photoed that are .zip files, just unzip them in the shareware folder. You can copy the unzipped files anyplace on the PC or just keep them in the shareware folder. Look for AOLpress.exe select copy and then paste a shortcut on your desktop. Look for PHOTOED.EXE select copy and then paste a shortcut on your desktop. Make sure the desktop only has shortcuts NOT programs. Any files or programs on the PC desktop severely degrade the PC performance - get them off if you have any and make shortcuts. To copy and paste right click on your mouse and various options will appear.

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Software Tools

These are the suggested tools for maintaining the URMT. Unless stated otherwise all the tools are PC based.

• Download Area

Recommended Tools

AOLPRESS - This is used to author webpages. It is simple to use and still the most effective tool even after all these years because when you make links they work without using another tool to preview the results. The problem is it does crash and it is old so you can't build pages with cascading style sheets. However, we don't want to do that anyway because it then gets complex and most people will not be interested in authoring webpages. It was abandoned years ago but people have added what is needed to make it work on the latest windows platforms.

Note that as you investigate AOLPRESS do NOT select Help => Show Tool Tips, make sure there is no check mark. This is what causes AOLPRESS to crash when used on PCs after WinXP. There is no info on the Internet on this topic. The download version has Show Tool Tips unset so it works for the newer PCs. It also has the missing .dll files that the Internet suggests.

1. Download AOLPRESS into your C:\z-places\shareware folder or the folder where you place your shareware
2. Go to the location of the download and find AOLPRESS.zip (C:\z-places\shareware)
3. Right click on the AOLPRESS.zip file, select properties, and uncheck Blocked, or the software will not run properly
   1. Do this for all software downloads beginning with windows 7
4. Unzip (uncompress) the file (make sure it is Unblocked)
   1. Right click on the zip file
   2. Select Extract All
   3. Select AOLPRESS folder
   4. Select the AOLPRESS folder that is inside AOLPRESS
   5. Copy the AOLPRESS folder
   6. OR
   7. Double click the AOLPRESS.zip file
   8. Select AOLPRESS folder
   9. Select the AOLPRESS folder that is inside AOLPRESS
   10. Select copy
5. Paste the extracted (unzipped) AOLPRESS folder on your C drive as C:\AOLPRESS
6. go to C:\AOLPRESS
7. look for AOLpress.exe, create a shortcut on your desktop
   1. Copy AOLpress.exe
   2. Right click on the desktop and select Paste Shortcut
8. Start AOLPRESS
9. Watch the video: https://www.youtube.com/watch?v=MJwlrr2lpiw

AOLPRESS MAC Version - These are the MAC versions of AOLPRESS. They are unproven. MAC / Apple may have a builtin HTML editor. From the Internet: You don't need a special app to write or edit HTML code - just use TextEdit. You can display HTML documents like you'd see them in a browser, or use TextEdit as a code editor. You can try https://apps.apple.com/us/app/html-editor/id1580431405

Aolpress Users Guide - This is the Users Guide for AOLPRESS. Don't spend more than a few minutes on the manual. Just start using AOLPRESS. It is like typing a "document or an email" except they are HTML pages also called webpages. The new twist is adding links and realizing that you are typing multiple webpages that connect via the links. When reviewing the Users Guide keep in mind that Filezilla is used to publish to the website.

Notepad++ - This is a text editor. It is used to edit HTML code in the rare instances that AOLPRESS has difficulty.

Optional Tools

Filezilla- This is used to transfer files from the PC to the webserver housing the website.

IrfanView - This is an image processing tool. It is used to crop, resize, and save images in different formats. It is fast and easy to use.

Photoed - This is an old Windows image processing program. It was last available on WinXP. It is used to crop, resize, rotate by small amounts, and save images in different formats. It is fast and easy to use.

Kompozer - This is used to author webpages. It is more complex than AOLPRESS but unlike AOLPRESS you need to preview your links in a separate web browser. This makes life harder. It supports cascading style sheets.

Seamonkey - This is like Kompozer but it is available for the MAC. Also it does not offer a nice color coded Text view of an HTML webpage like AOLPRESS and Kompozer. This is also a good web browser.

Amaya - This is used to author and publish webpages. It is more complex but it does work on Mac, PC, and Unix platforms.

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AOLPRESS and Notepad++

Goals: Start working with AOLPRESS and HTML tags.

1. Go to z-places/[domain name]
2. Double click index.html
3. That will load the webpage in your default browser
4. Right click on the webpage in the browser and select View Page Source
5. This will open a tab that will show the HTML mark up tags
6. The HTML tags tell the web browser how to render (display) the webpage
7. Now open AOLPRESS
8. Go to file > open and paste C:\z-places\[domain name] into Location:
9. Press the Scan button, that will take you to that location and show the files on the left side
10. Select index.html, and press the Open button
11. Maximize the window (upper right press rectangle)
12. You can begin editing this page, you can select file > save or save as, before you do that make a copy of index.html, like index-orig.html
13. You can select any link and you can traverse the entire site, however the only links that will load are HTML files and images
    1. PDF, cgi, pl, .doc, .docx, .xls, .xlsx files will not load nor will they prompt you for a download, only the browser will do that
14. You can either edit these pages or create your own pages, you can name your pages whatever you like and place a link on the official pages to your new page(s)
15. Try typing some text
16. Select Format and play with different text formats and colors
17. The Heading format is a popular one
18. AOLPRESS may crash, oh well, just restart it, saving often is what is needed
    1. Work slowly in AOLPRESS because what it is doing is formatting the HTML tags using a pretty print concept
    2. The time for pretty print operations is what may cause AOLPRESS to crash
    3. It never did this 30 years ago, oh well...
19. Do different text formats and colors
20. Add a link to another page
    1. Highlight some text
    2. Select Element > Link
    3. Select Browse
    4. Find another webpage
    5. Select OK
21. Add an image
    1. Select Element > Image
    2. Select Browse
    3. Find an image (.gif or .jpg)
    4. Select OK
22. Create a table
    1. Select Table > Create Table
    2. Select Format > Show Border
    3. Place some text in the table
    4. Select Format > Hide Border
    5. To add a row to a table in AOLPRESS
       1. Place cursor in any row except top row
          1. Do not insert row at the top of a table, AOLPRESS will crash
          2. Insert a row after the first row and move the first row text as needed
       2. Mouse over the icons and see the text at the bottom
       3. Use the icon in the upper right to insert the row
       4. Select insert row icon
       5. Alternatively select Table > Alter > Insert Row
23. If you downloaded notepad++ open the page you are editing
24. Look at the HTML tags, they are relatively simple to understand
25. Every time you save in AOLPRESS, notepad++ will a ask you if you want to reload the change, say yes, the two are working together
26. If you make a change in notepad++ you need to select Browse > Reload Page in AOLPRESS or AOLPRESS will not get the update and things will not save later within AOLPRESS
27. Images: alerts (50 wide), Thumbnails (100 wide), signs (172 wide), images (640 wide)

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Dealing with Smartphones

Goals: Understanding the issues with smartphones and getting a reasonable website for all equipment.

1. Smartphones cannot tolerate links on the left or the right, so all the links are now at the bottom of webpages
2. Smartphones use a special meta tag to increase the size of text
3. Open any existing webpage
4. Right click on webpage select View Source option
5. The following meta tag is placed between the <HEAD> and </HEAD> tags:
   1. <META name="viewport" content="minimal-ui, width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no">
6. Remove the tag and save the webpage
7. Upload it to the server
8. View it on a smartphone
9. Put the tag back in
10. Upload it to the server
11. View it on a smartphone
12. In order for the smartphone to render the page with a consistent size all content is placed in a table with 1 row and 1 column
13. Open mem\index.html
14. Select Format > Show Border, all the content is inside the table with no border
15. Not all pages use this, for example this page

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Links and Anchors

Goals: This is the heart of the Internet - Links. Understand the different link types and using them appropriately.

1. Links are what are used to open other webpages
2. Anchors are inside webpages that are associated with some type of content
3. When a link is made with an anchor, the webpage is opened and the browser goes to the link location
4. Links can be made for text and images
5. Open AOLPRESS
6. Open an file
7. Create a link by typing some text
   1. Highlight the text
   2. Select Element > Link
   3. Browse to the file to be opened with the link
   4. Select Ok
8. Now select the new link
9. The new webpage will open
10. Go to some section in that webpage
11. Select a small text item such as a heading
12. Before selecting a heading that is using a heading format, enter paragraphs before and after the heading
    1. Otherwise AOLPRESS may crash as it tries to do its pretty print processing
13. Select the text
14. Select Element > Anchor
15. Name the anchor, if it is multiple words use a dash (-) to fill in the spaces
16. Make sure the anchor has no spaces
17. Select Ok
18. The webbpage now has that Anchor
19. Go back to the page where you created the link
20. Highlight the link text
21. Select Element > Link
22. Place the Anchor name in the Append Anchor Name text field and press Ok
23. Now test the link by selecting it, it should open the new page and go to the Anchor location
24. Find a webpage with an image and select the image
25. Select Element > Link and pick a webpage to open and press Ok
26. Notice there is a boundary created around the image
27. Select the image with the mouse (sweep left to right)
28. Select Element > Image
29. Uncheck Show Link Border and press Ok
30. The image no longer has the link border but the link is still there
31. Verify the link still works
32. There are webpage links, anchors, and email links
33. Type an email on the current page
34. Select Element > E-mail Link
35. Enter the email just typed on the page (you can copy and paste)
36. Alternatively, select a blank link on the webpage
37. Select Element > E-mail Link, enter the email address, and press Ok
38. The email appears as a link on the webpage

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Developing Images

1. Open Irfanview
2. Open PowerPoint
3. Open your web browser, go to some location with an image
4. Right click over the image and select Copy Image
5. Go to Irfanview select Edit > Paste
6. Select Image > Resize/Resample and resize the image
7. Select Edit > Undo
8. Select any area on the image and drag to make a box around some portion of the image
9. Select Edit > Crop Selection
10. Image is now cropped
11. Select Edit > Undo
12. Save the image as .jpg and .gif and .png, Select File > Save As select the Save As Type
13. Go to PowerPoint
14. Create a drawing in PowerPoint
15. Copy the drawing in PowerPoint
16. Go to Irfanview, Select Edit > Delete (Clear Display)
17. Paste the image from PowerPoint
18. Manipulate the image in Irfanview
19. Save the image as .jpg and .gif and .png
20. Go to AOLPRESS
21. Open a webpage
22. Select Element > Image
23. Select Browse and go to the location where you saved the images
24. Notice that only the .jpg and .gif image file names are shown
25. Select All Files in List Files Types
26. The .png file is now also visible
27. Add all the images to the website
28. Notice the .png file colors are off - that is an AOLPRESS problem
29. Save the updated webpage
30. Preview the webpage in your web browser, notice the .png image has the correct colors
31. Go back to AOLPRESS and select an image
32. Select Element > Image
33. Notice the Dimensions are pre-calculated
34. In the past it was recommended to not resize images here, instead create the desired image size
35. If just the Width is specified the Height is automatically determined by the browser when the page is loaded
36. If just the Height is specified the Width is automatically determined by the browser when the page is loaded
37. Select different alignments and observe the image placements relative to surrounding text
38. The bottom alignment is usually the best to manage and maintain

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Screen Capture Images

1. Open Irfanview
2. Open a PDF file
3. Find a page with an image
4. Select ALT PrtScrn buttons ( PrtScrn button is a function button)
5. Go to Irfanview and select Edit > Paste
6. Select the desired image with the mouse or touch pad (draw a box around the image)
7. Crop the image, select Edit > Crop selection
8. Resize the image
9. Save the image
10. Open an HTML page using AOPRESS
11. Add the image to the HTML page using AOLPRESS
12. Preview the image in a browser

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Updating Website Procedure

Summary

1. Use the Website Update tool to let others know what file you are working on
2. Download the file to you computer
3. Work the file
4. Upload the file to the server
5. Use the Website Update tool to let others know you are Done

Detailed Procedure

1. Select Update
2. Make sure no one is updating the website
3. Fill in the information (login, file, description)
4. Select Updating, and press the Submit button
5. This will let others know that you are working on the file
   1. It does not do anything to lock things up, it is just a communications mechanism
6. When done working on the file, go back to the Update page, select Done, and press the Submit button
   1. You might want to change the description to something else like Testing Completed
7. This will let others know that they can work on the file
8. Press Submit button again to remove the History from your view or just go back to the website

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