User guide

Chapter 2, Ipro eCapture Controller
2-48 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Sorting
Sorting the Client Management Tree View by name or ID can be accessed
through the context menu. Alternate click any Client in the tree view and
choose Change tree view to sort to by name (if already sorted by ID) or
choose Change tree view to sort to by ID (if already sorted by name). This
overrides the option selected in the System Options dialog as long as the Con-
troller remains open. When the Controller is closed, it reverts back to the set-
ting in the System Options dialog. See the section Establishing a Connection
with the SQL Server and Setting the System Options on page 2-2 for more
information.
Refreshing the Tree View
After adding a new Project, Custodian, or Job, the list can be refreshed without
having to close and re-open the Controller. Alternate click the Client in the tree
view, and choose Refresh Project(s). Alternate click the Custodian in the
tree view, and choose Refresh Custodian(s). Alternate click the Project in
the tree view, and choose Refresh Job(s).
Renaming Jobs
Discovery Jobs, Processing Jobs, Data Extract Jobs, Export Jobs, and Export
Series can be renamed. Alternate click the Job/Series to display the context
menu. Choose Rename (job type) Job/Series to display the Rename dialog.
Enter a new name and click OK.