How To: Create a Basic BI Report in HighGear

The steps below will walk you through the basics of creating a BI report in HighGear. The end result will be a report shows a list of tasks that have reached the high alert level and who is assigned to them. Click on the Business Intelligence tab under the Report page and click on Add a New Report. You will be on the page where you design the report. Under the Data panel, you will select two check boxes. There are “Jobs” and “Job Contact Names” Click Next Step to go the Ordering panel. Here...

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How To: Import Special Characters in a CSV File

Importing a CSV File with special characters such as é, require that the file be saved in a UTF-8 format. The rest of this article describes how to import the files without losing the special characters.  After all the data has been entered into Excel, the workbook needs to be saved as a CSV file. To do this, switch to the File tab, and then click Save As. Alternatively, you can press F12 to open the same Save As dialog.  In the Save as type box, choose to save your Excel file as CSV (Comma...

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How To: Troubleshoot HighGear Software’s Scheduling Service

HighGear uses a scheduling service to run a number of backend services for HighGear. There are times when the scheduling service is not running or stops. The purpose of this article is to describe some of the side effects of when the service is not running and what to do when that happens. The HighGear Scheduling Service is a Windows service that is a loop that runs once per minute. The service loops through the HighGear database on the server and checks it for scheduled. Here is a list of...

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How To: Clear the Cache in Internet Browsers on Mac

Chrome Click on the Chrome menu  on the browser toolbar Select Tools. Click Clear Browsing Data In the dialog that appears, select the checkboxes for the types of information that you want to remove. But be sure to include Empty the cache. Use the menu at the top to select the amount of data that you want to delete. Select beginning of time to delete everything. Click on Clear browsing data on the bottom. Your browser cache is now empty. Close HighGear and try again Firefox Click the menu...

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How To: Re-enable the HighGear Sync Add-in for Outlook if it is Disabled

Microsoft Outlook occasionally disables the HighGear Sync Add-in because of an Outlook crash or a "safe mode" operation. If this happens, follow these steps to re-enable it. Outlook 2010 and 2013 Go to the File menu and click Options Click the Add-ins button on the left side of the window Click the Go button at the bottom of the add-ins window Find “HighGear Sync for Outlook” in the list and check its box Click Ok Close Outlook and re-open it The HighGear Sync add-in will begin to synchronize...

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Troubleshooting: IIS on Windows Server 2008 returns an ASP.NET error for all pages in HighGear X6.2.0 and later

If you are running HighGear X6.2.0 or later and the server operating system is Windows Server 2008, you may receive this ASP.NET error: The configuration section 'system.web.extensions' cannot be read because it is missing a section declaration. This is a known Microsoft issue in .NET 4.0 when running on IIS 7.0. .NET 4.0 is required to run HighGear X6.2.0 and later. To fix the issue, install KB958854 on the server. Warning: You must restart the server after you apply this...

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How To: Copy a HighGear database to Another HighGear Server

Copying a HighGear database to another HighGear server is a complicated process, and it must be performed precisely as described in this document. There is no danger of data loss or corruption on the source server, but the destination server will not operate correctly unless the entire process is performed correctly. Also, the same version of HighGear BPM software must be installed on both the source server and the destination server. Otherwise, the destination server will not be able to read...

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How To: Integrate HighGear Logins with Active Directory

HighGear BPM software allows server administrators to integrate their user authentication with an Active Directory or other LDAP authentication server. If you want to use this feature, you must set up your HighGear server to use Active Directory authentication. To do this, follow these steps: In HighGear BPM software, go to the System Settings page Change the Use LDAP Authentication setting to Yes In the LDAP Server URL setting, type LDAP:// Click Save. If there are any problems connecting,...

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Installation: Adding a Second Web Server That Uses a Shared Database

Adding a second web server that uses an existing HighGear database is a complicated process, and it must be performed precisely as described in this document. There is no danger of data loss or corruption, but the new server will not operate correctly unless the entire process is performed correctly. Also, the same version of HighGear must be installed on both the original web server and the new web server. Otherwise, the new server will not be able to read the database accurately. To make...

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How To: Move a HighGear Application To a New Server

Moving a HighGear database to a new server is a complicated process, and it must be performed precisely as described in this document. There is no danger of data loss or corruption on the old server, but the new server will not operate correctly unless the entire process is performed correctly. Also, the same version of HighGear BPM software must be installed on both the old server and the new server. Otherwise, the new server will not be able to read the database accurately. To make sure that...

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