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The following tasks are commonly performed in most tabs:

• Switching to a different tab
• Selecting a time frame
• Selecting an entity
• Filtering data
• Associating entities with data that meets specific criteria
• Focusing on information in overtime graphs
• Sending an email message
• Adding, viewing, and deleting Favorites
• Determining which table columns to display
• Copying data to the clipboard
• Exporting to the Precise Custom Portal
• Exporting the information

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Switchingtoadifferenttab Switchingtoadifferenttab

Switching to a different tab

You can easily switch between the different tabs using the Tab Selection bar. When you start your Precise product, the Dashboard tab opens by default. For other Precise products, another tab will open by default. The button of the selected tab is displayed in orange.

To select a tab, click a button on the Tab Selection bar to display information on the selected entity in a different tab.

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Selectingatimeframe Selectingatimeframe

Selecting a time frame

You can configure Precise for SQL Server to display transaction performance data for a specific time frame using the predefined time frame options or calendar icons.

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The time frame selected affects all information displayed in Precise for SQL Server. Only data that falls within the selected time frame is shown in these areas.

Selecting a predefined time frame from the Precise for SQL Server toolbar

To select a predefined time frame, from the Precise for SQL Server toolbar, select one of the predefined time frames.

Selecting a time frame using the calendar icon

To select a time frame

1. Click the calendar icon. In the dialog box that is displayed perform one of the following:
   1. To define a time frame independent from the current time, select the ‘Time Range’ option and select the Start and End dates and times.
   2. To define a time frame up to the current time, select the ‘Last’ option and enter the desired time frame.
   3. To use one of the three previously used time frames, select the ‘Recently used’ option and from the drop-down menu select the desired time frame.
   4. To use a previously saved time frame, select Use a previously saved time frame and from the drop-down menu select the desired time frame.
2. To save your settings for future access, select Save these definitions for future use as: and enter a name in the corresponding field.
3. Click OK.

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Selectinganentity Selectinganentity

Selecting an entity

You can select the entity that you want to examine in more detail.

To select an entity, on the Main area of the tab, select the entity you want to examine.

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Filteringdata Filteringdata

Filtering data

You can focus on specific contents of the Dashboard and Activity tabs by showing a subset of the information. This shows the contribution of entities such as programs and users.

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When you apply your selections in the Filter dialog box, the information displayed in both the Main area and the Association area is modified to reflect your selections. Also, the filtering continues to apply when you drill down to associated entities.

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To filter data

1. Click Filter is Off/Filter is On.
2. In the Filter dialog box, do the following for each entity you want to filter:
   1. From the left drop-down list, select an entity.
   2. From the middle drop-down list, select an operator, such as, Like, <>, Not Like, In, Not In.
   3. In the text box, type the criteria (case-sensitive) for the selected entity.
      If you select the operator Like or Not Like, you can use the % wildcard character to represent 0 or more characters, and the _ wildcard character to represent exactly one character. If you select the operator In or Not In, type a comma to separate values.
3. Click OK.

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Associatingentitieswithdatathatmeetsspecificcriteria Associatingentitieswithdatathatmeetsspecificcriteria

Associating entities with data that meets specific criteria

You can associate the displayed entity with specific data to focus your analysis.Note:

To associate entities with data that meets specific criteria

1. Click the arrow located to the left of the Association controls and select More... (applies to Current and Objects tabs only)
2. In the Associate With dialog box, on the Entries tab, select the entity you want to associate data with from the Populate table with list.
3. In the Sort entries by list, determine according to which criteria you want the information to be sorted and in which order.
4. From the Display top list, select the number of rows to display.
5. On the Criteria tab, do the following for each entity you want to associate data with:
   1. From the left drop-down list, select an entity.
   2. From the middle drop-down list, select an operator, such as, Like, <>, Not Like, In, Not In.
   3. In the text box, type the criteria (case-sensitive) for the selected entity.
      If you select the operator Like or Not Like, you can use the % wildcard character to represent 0 or more characters, and the _ wildcard character to represent exactly one character. . If you select the operator In or Not In, type a comma to separate values.
6. Click OK.

Saving a statement

Save As allows you to save the statement or batch so that you can examine its access plan at a later date.

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1. Select the statement you want to save in the Association area.
2. Click Save As.
3. In the Save Statement dialog box, enter the following properties:
   • Instance. The name of the instance that the statement belongs to.
   • Cabinet. The name of the cabinet that the statement is saved in (creates a cabinet if it does not already exist).
   • Folder. The name of the folder that the statement is saved in (creates a folder if it does not already exist).
   • Name. The name of the statement (generated randomly).
   • Database. The name of the database where the statement is running.
   • User. The statement's parsing user.
4. Enter the SQL text for the statement in the Text frame.
5. Click OK.

The new statement is saved in the PMDB in a logical cabinet and folder hierarchy.

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Focusingoninformationinovertimegraphs Focusingoninformationinovertimegraphs

Focusing on information in overtime graphs

Some entities display an overtime graph. The overtime graph displays entity statistics over a specified time period. Depending on the number of points displayed in the graph, you may need to zoom in or out. The text displayed on the x-axis varies according to the time frame. If there is a year or day change, x-axis labels will display accordingly.

To focus on information in overtime graphs, select the desired time frame on the overtime graph, click and drag the left or right handle to increase or decrease the time range. The small zoom (spyglass) icon will display on the upper right of the selected time range, and above the overtime graph legend. Click the zoom icon to zoom in according to the selected time frame.

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Sendinganemailmessage Sendinganemailmessage

Sending an email message

You can send an email message to one or more recipients from the Precise toolbar. The default subject for the message will be “Link "Link to a Precise application”application."

The email will include a link to the Precise product in the current context (time frame and selected entries).

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1. Click the email icon on the Precise toolbar. The default email program opens.
2. Fill in the required fields and click Send.

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AddingviewinganddeletingFavorites AddingviewinganddeletingFavorites

Adding, viewing, and deleting Favorites

The Favorites feature allows you to save a specific location in your application and to retrieve the same location later without having to navigate to it.

About the Favorites feature

The new Favorites feature includes the following options:

• Relative Time Frame. Saving a relative time frame instead of static date. For example, saving the last 7 days will always display the last 7 days, depending on the day entered.
• One click to specific location. Once you open Precise by launching a saved Favorite item, you will not have to enter a login credential nor click the login button.
• IE Favorites support. Adding a new Favorite item in Precise will also add it to the IE Favorites menu.
• Auto Complete. The Favorites dialog includes a new combo box which supports AutoComplete.
• Auto Naming. The Favorites dialog generates item names based on the current location.

UI description

A Favorites menu has been added to the Precise bar in each product including StartPoint.

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1. On the Add/Delete Favorites dialog box, enter the name of the new Favorites entry.
2. Click Add. The dialog box is closed and the new Favorite is added to the list.

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1. On the Precise bar, click Favorites.
2. Select the Favorites location you want to view.

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1. On the Add/Delete Favorites dialog box, select the Favorite location to be deleted.
2. Click Delete. The dialog box closes and the selected Favorite is deleted from the list.

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Determiningwhichtablecolumnstodisplay Determiningwhichtablecolumnstodisplay

Determining which table columns to display

Tables are used to display information about a set of related entities in the Main and Association areas. It is possible to determine which columns to display in the Association area tables.

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1. Click the Table icon on the upper right-hand side of a table and select Column Chooser.
2. In the Table columns dialog box, click the arrows to move the names of the columns that you want to display to the Visible box and the ones that you do not want to display to the Invisible box.
3. Click OK.

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Copyingdatatotheclipboard Copyingdatatotheclipboard

Copying data to the clipboard

At times you may want to save data displayed in the table area in a Microsoft Excel spreadsheet for further analysis or save an image of a graph to the clipboard.

To copy data displayed in the Association area to the clipboard, click the Table icon on the upper right-hand side of a table and select Copy to clipboard. The table can be pasted into Microsoft Excel or as an HTML file.

To copy a graph to the clipboard, right-click a graph and choose Copy to clipboard. You can now paste the image into any application that works with the clipboard.

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ExportingtothePreciseCustomPortal ExportingtothePreciseCustomPortal

Exporting to the Precise Custom Portal

The Export to the Precise Custom Portal Portlet feature enables you to export the view of the chosen table or graph and generate a portlet with that view in the Precise Custom Portal, so that it will provide you with another way of monitoring your application.

Prerequisites

To be able to use this feature, you need to have the following rights in Precise: View permissions to all Tiers in the application

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. If you do not have sufficient rights, you will get an error message when trying to execute this feature.

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Exportingtheinformation Exportingtheinformation

Exporting the information

You can either export a table view or a graph view.

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To export a table view

1. Click the Column Chooser icon.
2. Select Export to the Precise Custom Portal Portlet.
3. Insert a name in the name field that clearly describes the table view.
4. Click OK.

To export a graph view

1. Right-click the graph.
2. Select Export to the Precise Custom Portal Portlet.
3. Insert a name in the name field that clearly describes the graph view.
4. Click OK.

About role management in Precise for SQL Server

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