PRODUCT: Desktop Organization Chart
VERSION : 2.0

 

INDEX

Overview

 

Desktop Organization Chart (DesktopOrgChart) is an application used to create corporate organizational charts based on personnel information from a database directly to your Intranet or Extranet. It allows you to automatically examine your current employee's information in the outlined form of an organization chart.

Desktop Organization Chart can be used by HR administrators with minimum computer knowledge. It can also be used by developers who would like to customize and integrate the application with other corporate applications.

Desktop Organization Chart can be installed on Window 95, XP and 2000 series. The chart output result could either be an html file or a windows form. Html chart result can be deployed on any computer platform on the server and can be viewed by IE browser.

You can print the char using windows chart format.
Desktop Organization Chart comes with the sample access database. However, you can connect the application to other databases like SQL server or Oracle.

Orgchart can be displayed in two different styles, HTML or Windows format. You can copy HTML chart to the server and enable the employees to view it by IE browser. Windows chart style retrieves data directly from the database and displays the chart instantaneously.

To generate the Windows Chart simply select Windows Chart Style, type the (Person) ID of the person desired at the Root and click on "Generate" Button.

In Windows Chart you can:
Click on the top left icon of the manager employee to expand and collapse the chart.
Copy the chart using "Copy to Clipboard" button and paste it in the word.
Print the Windows Chart.

By using XSL customization, your organization will be able to use existing data to transform it into building blocks presented in the chart. This will give establishment wide scope that will be distributed immediately.

DesktopOrgChart comprises of a very simple and intuitive user interface supported by your existing XP/Windows 2000/Windows 2003 backend infrastructure.

DesktopOrgChart provides you with security and reliability to improve your standards of communication and HR management. It will enable you to create corporate organizational charts based on personnel database tables (or recordset). In each organization, a HR table contains information on existing personnel data.

DesktopOrgChart can connect to any HR table (or recordset). It is as simple as defining two child identifier fields (i.e.: an employee ID) and a parent identifier (a supervisor ID) from an HR database table. DesktopOrgChart will create tree format charts based on the current database connection.

Once created, the chart can retrieve the organizational data, formatted in a chart, for the selected individual and his/her subordinates, superiors, and associated employees on the right hand side of the screen by simply clicking on the desired person. You can then print your chart.

The data on the Organization Chart program is read only for everybody except the admin person. The DesktopOrgChart application can be modified to a greater or lesser degree based on your company's needs.

 

Desktop Organization Chart Program Version 2.0 Features

1. Can display multi-level display chart.
2. Can display 3-Level display chart.
3. Can display chart in Matrix format.
4. Can display Full chart.
5. Can display Horizontal chart.
6. Multi-level and 3-level display chart can be easily customized by either yourself or us.
7. Display the Full chart in windows form.
8. Full print support in Windows Full chart.
9. Can copy Windows Full Chart and paste it to Word document.

Different Chart Styles

Orgchart can be displayed in two different styles, HTML or Windows format.

HTML Chart Style

You can copy HTML chart to the server and enable the employees to view it by IE browser.

Windows Style

Windows chart style retrieves data directly from the database and displays the chart instantaneously.

Different HTML Chart Format

There are 7 available chart styles in HTML chart format.

Horizontal

Employees under specific supervisor are all displayed horizentally.
Horizontal

Full Chart

You can view the chart in "Full" display format. In this view all of the chart elements can be displayed by simply clicking on the expand/collapse icon.
You have the option to put the picture of your employee in the chart.

Have a look at the Stylesheet section.



Full Chart

3 Level Display

The "3 Level" display format allows you to view up to 3 levels of the chart at a time. In other words, if you click on any supervisor’s icon on level 3, level 1 is replaced by level 3, and you can see the other levels of the chart. You can view the Chart in "3 Level" display if you click on "3 Level" icon on the top of the page.

Have a look into the Stylesheet section.



3 Levels

Matrix Display

The "Matrix display" format is used to view up to 3 levels of the chart at a time. Level 3 is displayed differently (vertically) compared to "3 Level" display. If you click on any supervisor’s icon on level 3, level 1 is replaced by level 3, and you can see the other levels of the chart. You can view the chart in Matrix display if you click on "Matrix" icon on the top of the page.

Have a look at the Stylesheet section.


Matrix display

Full Chart (Secretary)

Like "Full Chart" style, the drawing lines displayed vertically from top to bottom, except for the secretary, which is displayed horizontally from right to left.
If you want to use the chart having the secretary type display, you need to have this field in your database. We have similar field called "Secretary" in our sample database.
Since this is the a boolean field, you can either have a true or false value for the update.

Full Chart (Secretary style)

3 Levels Display (Secretary)

Like "3 Levels" style, the drawing lines are displayed vertically from top to bottom, except for the secretary, which is displayed horizontally from right to left.
If you want to use the chart having the secretary type display, you need to have this field in your database. We have a similar field called "Secretary" in our sample database.
Since this is a boolean field, you can either have the true or false value for the update.

3 Levels Display (Secretary style)

Matrix Display (Secretary)

Like "Matrix" style, the drawing lines are displayed vertically from top to bottom, except for the secretary, which is displayed horizontally from right to left.
If you want to use the chart having the secretary type display, you need to have this field in your database. We have a similar field called "Secretary" in our sample database.
Since this is the Boolean field, you can either have the true or false value for the update.

Matrix Chart Display (Secretary style)

Table Setup

By clicking on "Setup" button in the application you will get the setup window.

In the setup window, you can set the connection string to point to your database.
You can also define your HR table, View name, and the fields within your HR table.

If you want to use the chart having the secretary type display, you need to have this field in your database. We have a similar field called "Secretary" in our sample database.
Since this is the Boolean field, you can either have a true or false value for this field.

 

Advanced Topics (Using Stylesheet)

For each node, both XSL transformation scripts (structure and matrix) display the information from the source XML.

Each node is described by a single < ROW…> tag, and any specific node attributes are presented as an < ROW…> XML attribute, e.g. .

Both XSL transformation scripts have a special template named "RenderNodeCell" (look at the stylesheet file).

< xsl:template nasme=”RenderNodeCell”>
< xsl:param name=”node”/>
< xsl:param name=”level”/>
< xsl:attribute name=”class”>
...
< xsl:value-of select=”$node/@{Field0}”/>< br/>
< img>
< xsl:attribute name=”src”>< xsl:value-of
select=”local:getPicture(string($node/@{Field6}))”/>
< /xsl:attribute>
< /img>< br/>
< xsl:value-of select=”$node/@{Field1}”/>< br/>
< xsl:value-of select=”$node/@{Field2}”/>< br/>
< xsl:value-of select=”$node/@{Field7}”/>< br/>
...
< /div>
< /xsl:template>

The template is called whenever the transformation is rendering a cell content to the HTML. In order to add or remove fields to be displayed inside the chart information box, the RenderNodeCell template has to be modified along with the schema of the database.

Implicit and Custom XSL Functions
Some of the functions already existent in the XSL files are used for implicit calls to the generated XML file, which is retrieved from the database.

i.e.:
The function getEmailAddress() is used to retrieve the node where email address information is contained. The context of this function can be customized. The sample of a node retrieved in XML format from the database would be:
Database stored value:

sales@aasoftech.com

XML format retrieved from DesktopOrgChart:

< Email >
< ![CDATA[sales@aasoftech.com]]>
< /Email>
In order to capture it, we use the following function:
function getEmailAddress(strMailto)

{
var re = new RegExp("’mailto:(.*)’","i");
var arr = re.exec(strMailto);
if(arr != null)
return arr[1];
return ‘’;
}
However this function can be modified according to your database field format to either retrieve entire HTML tags stored in the database or retrieve only the email address and build the tags back in the XSL file. The same concept can be used with other functions such as getPicture(), which is used to return the relative location including the HTML tag of the employee picture.
function getPicture(strUrl)
{
var re = new RegExp("src=’(.*)’","i");
var arr = re.exec(strUrl);
if(arr != null)
return arr[1];
return ‘’;
}
Furthermore, there is the toggleLevel() function which handles the behavior and appearance of the
navigation
function toggleLevel(img, el1, el2)
{
if (el1.style.display == ‘none’)
{
img.src = ‘images/newup.gif’;
el1.style.display="block";
el2.style.display="block";
}
else
{
img.src = ‘images/newdown.gif’;
el1.style.display="none";
el2.style.display="none";
}
}
The toggle level will also be dictated by the type of chart schema in currently loaded (3 level or matrix).

Application Setup (Installation)

  1. Unzip the file DesktopOrgChart.zip.
  2. Run setup.bat file. You need to click OK on the following window.
  3. Run the OrgChart.exe program.
  4. Select one of the Chart styles and click on "Generate" button.
    Read Frequently Asked Questions, should you find any problem.

    Running the application

    1. Double click on Orgchart.exe.

    2. Under "Output directory name", write the output directory that you would like to save the html chart.
    3. Under "Person ID" write the org_id of the first person that you would like to start the chart.
    4. Select one of the chart styles and click on "Generate".
    5. View the chart result in html format.
    6. If you click on "Setup" you can change your database, fields of the table, and the table itself.

      Tailoring Organization Chart to Specific Requirements

      Since each customer may require different enhancements or modifications, DesktopOrgChart is designed so that it can be individually customized .

      Desktop Organization Chart can be used as a plug in to your current HR application by linking to your HR table.

      Within the Orgchart application, there are many places where you can customize the chart display.

      To perform other modifications to the DesktopOrgChart, contact AASOFTECH or email at: support@aasoftech.com .

      Requirements for Using Organization Program

      You need to have:

      Microsoft Internet Explorer version 4.0 or higher on the client machines.
      Microsoft Windows XP/NT/2000/2003.
      VB 6.0 dependency files.
      MSXML 3.0 or higher.
      HR database and table or recordset in your system.

      Printing the Organization Chart

      After you create the chart, you can print it. From the menu bar, click on "File" and then click on "Print".

      Frequently Asked Questions

      Q: How can I connect to my own database and table?

      A: You have to create the File DSN (or System DSN) and correctly point it to your database. Perform the following sequence:
      From the Start Menu, open your control panel.
      Click on ODBC data source.
      If you have already created a System DSN, click on the System DSN tab, select the file, and click on the "Remove" button.
      Click on the DSN tab.
      Click on the "Add" button.
      Follow the wizard based on the database that you want to use.
      Use the same DSN, table and field in Setup window.

      Q: I have created the DSN, but I still get Type mismatched. How do I fix this?

      A: The problem is that you cannot connect to the database. Make sure your connection to your database is correct.

      You can also check your ADODB or download it from the Microsoft site for free. This is the URL: http://www.microsoft.com/data/download.htm

      Q: Who should we contact?

      Contact AASoftech at sales@aasoftech.com (for order or trial version) or support@aasoftech.com (for technical support) for more information, or go to:
      http://www.aasoftech.com.

      Or mail us at:

      AASoftech Inc.
      1909 Baton Drive
      Vienna, VA 22182
      USA

      Custom Setup

      Install VB 6.0 dependency files

      Desktop Organization Chart Installed Files

      • You should see following files there:

      • Orgchart.exe: This is the executable file used to run the application
      • Data/Chart.MDB sample HR database
      • Data/Config.XML Configuration file used to point to HR database, table and fields
      • Data/template/styles.css stylesheet file used to draw the HTML chart
      • Data/xml/Horizental.xsl stylesheet to create horizental chart
      • Data/xml/matrix.xsl stylesheet to create matrix chart
      • Data/xml/structure.xsl stylesheet to create 3 level and full chart
      • Data/template/images/*.jpg and */gif image files used to draw the HTML chart

      Assigning a Data Source Name (File DSN) for the OrgChart Database

      Although the database that you use to get HR information can reside anywhere, you'll need to set up a data source name with ODBC on the system where the database is located. If you are using the example database (chart.mdb) and default File DSN (chart), follow the directions below.

      1. Run the ODBC Data Source Administrator found in the Control Panel [Start/Settings/Control Panel and then select the 32bit ODBC icon].
      2. Select the File DSN tab and click the "Add" button.
      3. A list of ODBC drivers will be displayed. Highlight the 'Microsoft Access Driver (*.mdb)' line and click the "Finish" button.
      4. In the Data Source Name text field, type 'chart'.
      5. Click the "Select" button and browse to the Database directory. Select the file 'Chart.mdb'.
      6. Click the "OK" button to complete the ODBC registration.

      If you need to change the DSN (and/or the database), assign a new DSN (and/or database) and update the configuration using Setup window.

      IMPORTANT NOTE:
      With some systems, you may have to reboot your operating system in order for the changes to take place. Not having your system recognize a change in DSN (and/or database) assignment is the most common source of error.

      While the ODBC property value for a SQL Server DSN could be:< p>"DSN=DSNChart;UID=MyUserID;PASSWORD=MyPassword;"

      You can basically treat the DSN property as any ADO Connection String. This means that you can use Native Providers as well as ODBC Providers, which may speed your OrgChart connection up quite significantly. The native OLEDB provider for Access is:

      "Provider=Microsoft.Jet.OLEDB.3.51; Data Source=c:\Database\Chart.mdb"

      A typical Native Provider connection string for SQL Server is:

      "Provider=SQLOLEDB; Data Source=DSNChart; Initial Catalog=DBcat; UID=MyUserID; PASSWORD=MyPassword;"

      Contact us

      AASoftech Inc.
      1909 Baton Drive
      Vienna, VA 22182
      http://www.aasoftech.com
      Tel: 703-795-1826
       
       
       
       
       
       

      License agreement

      IMPORTANT: You must read this License Agreement and click the "I AGREE" button at the bottom of this page in order to download the Desktop Organization Chart Software.

      Please read this License Agreement carefully. This is a legal agreement between you and AASoftech, Inc ("AASoftech").

      By downloading or using the Desktop Organization Chart Software ("Software"), you are agreeing to become bound by the terms and conditions of this License Agreement, including the software license and disclaimer of software warranty contained in this License Agreement.

      This License Agreement represents the entire and sole agreement concerning the Software, and it (i) supersedes any prior proposal, representation or understanding regarding the Software between you and AASoftech or any other party, and (ii) prevails over any conflicting or additional terms of any quote, order, acknowledgment, or similar communication between the parties. If you are not willing to be bound by the terms of this License Agreement, please do not download or use this Software.

      TERMS AND CONDITIONS OF AASOFTECH LICENSE

      1.GRANT OF LICENSE

      AASoftech hereby grants to you a nonexclusive, nontransferrable license ("License") to use and operate the Software, in object code form only, solely in accordance with the terms of this License Agreement. For purposes of this License Agreement, "Software" means a single object code computer program package, and all related upgrades and permitted copies thereof.

      2.RESTRICTIONS

      (a) The Software may be used only on a SINGLE COMPUTER.
      (b) The Software may only be used within your own organization.
      (c) One copy of the Software may be made in machine-readable form for back-up purposes.
      (d) You shall not attempt to modify, decompile or disassemble the Software, or otherwise generate, use or reverse engineer any Software source code.

      3.OWNERSHIP OF SOFTWARE

      You agree and acknowledge that AASoftech have and will retain all title, interest, copyrights and other proprietary rights in and to the Software, including translations or compilations or partial copies, modifications and updated works, and that you shall not obtain title to the Software and will obtain only such rights to use the Software as are expressly provided herein. This License Agreement is not a sale of the Software or any copy or upgrade thereof.

      4.COPYRIGHT NOTICES

      This Software and any Upgrades are protected by U.S. Copyright Law and International Treaties. You shall not remove any copyright or proprietary rights notice included in or on the Software, and shall reproduce such notices on any copies of the Software or portions thereof that you may make, regardless of the form of the copies.

      5.UPGRADES

      Any Software Upgrades released within two (2) years of your license of the Software will be provided for free by AASoftech. All terms and conditions of this License Agreement apply to any free Upgrade provided by AASoftech.

      6.TRANSFER RESTRICTIONS

      The License to the software granted to you hereunder is personal, and you may not assign, sublicense, lease or otherwise transfer your rights or obligations under the License. Any assignment of the rights or obligations made (or attempted) by you shall be void and of no force or effect.

      7.TERMINATION

      If you fail to fulfill any of your material obligations under this License Agreement, AASoftech may, at any time thereafter, and in addition to any other available remedies, terminate this License Agreement and all licenses and rights granted to you under this License Agreement. You shall within thirty (30) days after termination, render unusable all Software placed in any storage apparatus.

      8.MISCELLANEOUS

      (a) No waiver, alteration, modification, or cancellation of any of the provisions of this License Agreement shall be binding unless made in writing and signed by an authorized representative of AASoftech and you.
      (b) If any provision of this Agreement is held to be invalid illegal, or unenforceable, the validity, legality and enforceability of the remaining provisions will not be in any way affected or impaired thereby.
      (c) The failure of either party at any time to require performance of any provision hereof shall in no manner affect its right at a later time to enforce such provision.
      (d) This License Agreement shall be governed by and interpreted in accordance with the laws of the Commonwealth of Virginia, without regard to its choice of law rules.

      9.NO WARRANTIES OR LIABILITIES

      (a) This Software is provided to you "AS IS." You expressly acknowledge and agree that use of the software is AT YOUR OWN RISK. AASoftech does not warrant that the operation of the Software will be uninterrupted or error free. (b) AASOFTECH DISCLAIMS ALL WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

      10.LIMITATION OF LIABILITY

      IN NO EVENT SHALL AASOFTECH BE LIABLE TO YOU FOR ANY SPECIAL, INCONSEQUENTIAL, INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND (INCLUDING WITHOUT LIMITATION LOSS OF PROFITS OR DATA AND PERSONAL INJURY), ARISING OUT OF OR IN CONNECTION WITH THIS LICENSE OR THE USE OF THE SOFTWARE, WHETHER OR NOT AASOFTECH HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS.