Topics:
The MarketWide Main Window
The MarketWide Main Window consists of four main components: The Menu and Toolbar, Current Task Panes, Tasks and Queries List, and the Status Bar.
Option | Description |
|---|---|
Menu and Toolbar | The MarketWide menu provides access to various commands and options. The toolbar provides quick mouse access to many of the more frequently used commands and features. You can see the name of each toolbar button in a tool tip, which displays when you point at (not click on) the button. You may also add modules and applications to the toolbar from the Tools menu. |
Archive Pane | The Archive Pane is a convenient place to save completed tasks. When a task is completed it can be moved to the Archived folder to be revisited or rerun later. Storing tasks in this folder frees up memory space on the server, allowing the system to run faster. Folders can also be created inside the Archive folder; which makes organizing a multitude of completed tasks simple. |
Current, Email and System Task Panes | This list displays reports, campaigns or email task you have running or have ran. The task list displays the report name, type of MarketWide report, whether it is a Scheduled Item, the date and time you ran it, and its completion status (Pending, Complete, error, etc.). You can open running queries or completed reports by double-clicking on the task in the task list, and you can also cancel running tasks from the task list. If System Tasks has been enabled you can also view the status of various System Tasks. Additionally, active queries are listed here, which includes QueryBuilder queries, AdHoc queries, viewing table contents, and drill-downs. |
Status Bar | The status bar indicates whether you are connected to the server and which server you're connected to, as well as your user name. You can also see how many active queries, open applications, and tasks appear in your MarketWide session. |
Multiple Connections
If you have work in more than one MarketWide realm it can be tedious to do work in one and then log out and change over to another realm. MarketWide combats this by providing the capability to be logged into two realms simultaneously.
After logging into both realms, you can simply switch between the realms by switching tabs. The main window will change to reflect the new realm and whatever permissions you have in it. Through this, you can have modules from both realms open at once. For instance, a TouchPoint from the first realm and an Analyzer from the second. When you want to log out of one of the realms, simply click the 'x' on the tab next to the realm name.
To Open Two Connections at Once
- After logging in to the first realm, select the add connection button (
) to the left and above the tasks pane. - Select the realm, and enter your username and password.
- Click Connect.
Note
To have the realm name displayed on any modules you open, select the Display Realm Name in Caption in the Options dialog.
The MarketWide Task List
When you wish to ask a question of a database, you must first create a query. In MarketWide, tasks and queries are created using modules such as TouchPoint, Analyzer, Exports and QueryBuilder. A query is constructed by selecting a table or a view, specifying a filter, and depending upon the application, adding dimensions, aggregate functions, sort options, and/or an output filter.
Once constructed, you may save your query as a permanent report. The execution of a query and the data it produces are collectively referred to as a task. If you would like to move multiple tasks at the same time, hold down Ctrl while clicking on the desired tasks.
To minimize the Tasks pane, click the double arrow button ( 
) in the top right corner and to expand it, just click the same button again.
The MarketWide Current Task Folder
Current tasks show all recently ran tasks. They are located beneath the tool bar in the Main MarketWide window. Using the Tasks list, you can identify a task's name and type, whether it is a scheduled Item, the date and time it ran, and its status (Active, Complete, etc.).
Like email messages, tasks are displayed with an unopened envelope icon until they've been opened. A task will remain in the main window until archived or deleted; however, queries are deleted after being opened, unless they are saved manually.
The MarketWide Archived Task Folder
Clicking on the archived folder allows you to see the tasks that have already been placed there. You can create sub folders under the Archived folder. Plus, a folder that you have created can be renamed or deleted at any time; however, you cannot delete or rename the main Archived Folder.
Moving a current task into Archived is as easy as dragging and dropping the task onto the Archived icon. You also have the ability of creating a folder in archived, by simply right-clicking on the archived task list, select the option for new folder and giving the folder a name.
The MarketWide Email Task Folder
Email Tasks are specific to showing details for the SendEx module. You can access the window by clicking on Email under the Tasks window found on the left in the MarketWide main window. Here, you can see the status and all other pertinent information for your SendEx.
The MarketWide System Task Folder
System Tasks is an expandable list of the refreshed system tasks on the host. You can access the System Task window by clicking on System under the Task window found on the left in the MarketWide main window. To be seen this must be enabled by your administrator.
Opening Tasks to See the Results
You can open completed tasks by double-clicking on the task in the task list. You may also choose to cancel running tasks from the task list by right clicking over the task and selecting Cancel. Once a task is completed, MarketWide can do one of two things:
Automatically display the result as soon as it returns from the database
This is the default behavior. As soon as a TouchPoint, SendEx, Query or Analyzer report is finished, MarketWide displays the results. The icon in the status column will show an envelope with the words Complete next to it when the query has been completed.
Show that the query is complete in the task list without showing results.
MarketWide can simply indicate that the task is complete without opening the results. In this case, the task will show a closed envelope, since the query is finished and you have not seen the results. When you want to see report results, either right-click a task and choose Open or double-click directly on a task.
How to Open Task Properties
- Right-click on the task.
- Select Properties in the menu.
- In the Summary tab, expand the Internal Result Set(s) by clicking on the plus sign.
- If there is only one result set, click the hyperlink to see the results.
- If there are two or more result sets, you will have to expand the plus sign for each one and click the appropriate hyperlink.
- In the Message Log tab, you will be able to see all the types, the time-stamp and source for the selected task.
In the Task Properties dialog box, you will also can do one of the following options:
- Save the task properties details in a text file.
- Refresh the task properties.
- Email the task properties details to a recipient.
Canceling Tasks
You can cancel tasks from the task list at any time.
To Cancel a Report from the Task List
- Highlight a task in the Task List.
- Choose Edit > Cancel from the menu or click the Cancel (
) toolbar button. You may also right-click on the task and select Cancel.
Checking a Task Status
Probably the most visible function of the Task List is that it shows the status of tasks. Each status has a different icon denoting whether a report is waiting for input, running, complete, or if an error occurred. Each icon also has a corresponding verbal task status in the 'Status' column in the main window. The following table describes the status indicators you may find in the task list:
Icon | Status | Description |
|---|---|---|
| Active | The task is currently running. |
| Polling | The task is queuing up to run. |
| Idle | When the task is running, the database is processing your query. |
| Complete - closed envelope | The task completed and was not viewed. |
| Complete - open envelope | The task completed and was viewed. |
| Warning - closed envelope | This task was completed but there was a warning and the task was not viewed. |
| Warning - open envelope | This task was completed but there was a warning and the task was viewed. |
| Error - closed envelope | An error occurred and the task was not viewed. See Viewing Errors in reports for more information. |
| Error - open envelope | An error occurred and the task was viewed. |
| Canceled - closed envelope | The task was canceled and was not viewed. |
| Canceled - open envelope | The task was canceled and was viewed. |
| Unknown | An unknown action happened in the task. |
| Interactive Complete | The interactive query completed. |
| Interactive Error | The interactive query had an error. |
| Interactive Canceled | The interactive query was canceled. |
Viewing Query Properties
You can view a task's properties at any point, whether the report is pending, running, or complete. You can also view a query's statistics while the query is running, including the time and date the report was submitted, any errors, and the SQL code for the report. Additionally, you can open result tables simply by clicking on their name underneath Internal Result Set(s). To view the query properties, use the Properties (
) dialog.
The Query/Task Properties Dialog
The following table describes the options and features found in the Query/Task Properties dialog.
Option | Description |
|---|---|
Summary Tab | Displays the statistics as to whether the report is pending, running, or complete, the date and time the report started and completed, and the total report time. You can click on the blue link of the report name to open the report and view results. |
Message Log | Outlines steps MarketWide executed to run the report. Any errors during processing are displayed in the Details tab. See Viewing Errors in a Task for more information. |
| Saves the open dialog of the Query Properties dialog as an HTML or text file. |
| Refreshes the Properties window to display the most current data. |
| Opens an email message addressed to the MarketWide technical support staff. Information from each of the Query Properties tabs is automatically included as attachments. This convenient feature allows you to quickly send the necessary information to technical support. |
To View Query or Task Properties
- Highlight a task in the task list.
- Choose File > Properties from the main menu.
Time Saver
You can also right-click a task and select Properties (
) from the pop-up menu to open the Properties dialog.
Viewing Errors in a Task
When a task fails to run, Task List displays an error icon and Error appears in the status area. Please see the icon table under Checking a Task Status topic earlier in this section for more information.
If you view the Task Properties dialog for the task, the Message Log dialog shows where in the query process errors occurred. Once you have viewed the report errors, you can either open the report and fix the error or automatically send the error information to DSI's technical support staff
To Email Error Information to Technical Support
- In the Task Properties dialog click on the Email (
) toolbar button. An email message opens automatically in your email software with the technical support address in the address line. - If you wish, you may enter a message in the email.
- Send the email message.
To Open a Report from the Task Properties Dialog
- In the Task Properties dialog click the Summary tab.
- Click on the blue link with the report name to open the report.
Deleting Tasks
Even if you close MarketWide and log off, tasks remain in the MarketWide main window until you delete them. Reports will continue to run if you are logged off as well. A task listed in the Task List only represents an instance when you ran a report, and not the report itself; therefore, if you delete a task in the main window, the reference to the report is deleted, not the report itself. You may open the report and rerun the task. If the data has changed, the task results will be updated.
To Delete a Task
- Highlight a task in the Task List.
- Choose Edit > Remove Task from the menu or click the Remove Task toolbar button.
- When asked whether you are sure you want to delete the task, click Yes.
Time Saver
You can right-click a task and select Remove Task from the pop-up menu or highlight a task and press the Delete key to delete a task. You can delete more than one task at a time by holding Control and clicking the individual tasks you wish to delete, then pressing the Delete key.
Active Applications
Active Applications are open modules of MarketWide programs, such as TouchPoint, SendEx, SQLManager, QueryBuilder, or Analyzer, or the results of a completed task. You cannot exit MarketWide if you have any active applications.
The Active Applications Dialog
The Active Applications dialog allows you to view any MarketWide applications that are currently running. From Active Applications, you can shut down an application or switch to another Active application.
You can access the Active Applications dialog using the Tools > Active Applications menu option in the main window or by clicking on the Active Applications link on the status bar at the bottom right of the main window.
Applications listed in the Active Applications dialog are posted in reverse order from the order in which they were opened; i.e., the most recently opened applications are on top.
Active Applications contains the following options:
- Information – Displays any active applications.
- Shut Down – Exits the highlighted program without saving changes.
- Switch To – Changes view from one active application to another.
- Close – Closes the Active Applications dialog.
- Help – Displays information about the Active Applications dialog.
To View Active Applications
You can access this dialog by going to Tools > Active Applications or by clicking Active Applications on the status bar.
To Close Applications
You can terminate an application from this dialog by highlighting it, then clicking Shut Down. The application will close without saving. Simply click Close when finished to exit the Active Applications window.
To Change Applications
The Switch To option allows you to change to another application by highlighting it and clicking Switch To. The selected program then becomes the active application.
The MarketWide Active Queries List
Active queries return results without using an application module. They are a single instance of a report and therefore are deleted after viewing unless the criteria or results are saved. You can view queries in the main pane of the MarketWide main window. Active queries are displayed in this pane while running or when their results are open. When you close a query's results window, the active query will automatically disappear.
To View Active Queries
Active queries are displayed on the MarketWide Main Window below the Queries task group. Queries remain here after running until opened for viewing. Once a query is viewed, it is removed from the task list. You may save the results of your query or save the criteria of the query to be run again later.
To Cancel Active Queries
You can cancel active queries by highlighting the active query in the main MarketWide window and choosing Edit > Cancel Task from the menu in the MarketWide main window.
You can also cancel active queries by right-clicking the active query and choosing Cancel from the pop-up menu.
The MarketWide Catalog
MarketWide uses a catalog to preserve information about databases, tables, and the field names each server requires. This catalog is stored on the MarketWide Host and is accessed every time MarketWide is launched.
The System Administrator can also change the catalog through the MarketWide Administration Utility. When an Administrator changes the catalog, all users receive an alert. When you see this alert, close all MarketWide applications and click the Refresh Catalog icon on the toolbar or select File > Refresh Catalog.
To Refresh the Catalog
- Close all open MarketWide applications such as TouchPoint, SendEx, HTML Editor, SQLManager, QueryBuilder or Analyzer.
- If changes to the catalog have been made, MarketWide will alert you and provide you the option to refresh it. In the MarketWide main window, click Refresh Catalog on the toolbar or go to Tools > Refresh Catalog. The catalog will update. Note that the option to refresh the catalog is only available if a refresh is necessary.
To Download a Fresh Catalog
- To download a fresh catalog, regardless of whether an update has occurred, close any open MarketWide modules and return to the MarketWide Main Window.
- From the MarketWide Main Window, navigate to Tools > Download Fresh Catalog.
Note
To check for open applications, select Tools > Active Applications from the MarketWide main window.
Common MarketWide Main Window Functions
The MarketWide Main Window's main functions involve launching other modules and keeping track of reports and campaigns. However, there are several features within the MarketWide Main Window that allow you to configure your own MarketWide experience.
Editing User Settings
The User Settings dialog allows you to view and edit your MarketWide user account preferences. You can access the User Settings ( 
) by selecting Tools in the MarketWide menu. Inside the User Settings, there are two sections:
General
In the General tab, you will see options to enter in your name, email and mobile phone for alerts. There is also an option to Test SMS for verifying that your mobile phone can receive text messages.
Alerts
The Alerts tab gives you options of what type of system alerts you would like to receive and how you can be notified. You have the options of being notified by either Email, SMS (text message) or Desktop (popup notification).
External Processes
An external process acts a go between for MarketWide and an outside process. It enables a campaign to run and automatically update Facebook or Twitter, send out emails, and much more. An external process can be added to a package which gives you the ability to run a set of campaigns and then instantaneously market to the selected customers. See PackageManager for more information.
To run an external process, click on the external processes icon ( 
) in the toolbar and select the desired process from the drop-down list. If there are no external processes available then the drop-down list will not appear.
Note
- To have external processes set up, please contact your MarketWide administrator.
- To have the realm name displayed on any modules you open, select the Display Realm Name in Caption in the Options dialog
Adding and Removing Programs
The programs that appear on the programs toolbar of the MarketWide Main Window are maintained using the MarketWide Add/Remove Programs dialog. If you wish to run a program, it must first be configured in this dialog.
By default, the both the Analyzer and the TouchPoint programs are configured during MarketWide installation and appear automatically on the toolbar. Additional programs may be added to the toolbar as well. The programs included by default on the toolbar will vary with your MarketWide administrative privileges.
If you are the MarketWide administrator, you can make external programs available within MarketWide by placing shortcuts on the toolbar. For example, if you frequently save report output as an Excel spreadsheet, you may wish to add a button to the toolbar that opens Excel from within MarketWide.
The Add/Remove Programs dialog offers the following options:
- Program Name – Displays the name of all the programs that are available to you. Programs are split into two types: standard programs such as Open report, Cancel Task, etc. and applications such as SQLManager, Analyzer, etc.
- Program Title – Enables you to enter a program description. This description appears in a tool tip caption when the cursor is held over the program button.
- Add – Adds the Program Name and Program Title information.
- Insert Separator – Insert a separator above the highlighted program.
- Remove – Removes the highlighted program from the Programs area.
- Move up – moves the highlighted program up one space.
- Move down – moves the highlighted program down one space.
To Add a MarketWide Program
- Select Tools > Customize Toolbar from the menu in the MarketWide main window to bring up the Add/Remove Programs dialog.
- Click Add. You may select any executable file to add to the toolbar for easy access such as frequently used Microsoft Office applications.
- In the Program Title text box, enter a description of the program. This description appears in the Tools > Modules menu in the MarketWide main window and as a tool tip when pointing at the program's button on the toolbar.
- Click OK and verify the program's icon has appeared on the toolbar for use.
To Remove a MarketWide Program
- Select Tools > Customize Toolbar from the menu in the MarketWide main window to bring up the Add/Remove Programs dialog.
- Highlight the program you wish to delete.
- Click Remove.
- Click OK.
Time Saver
You can also add programs to the tool bar that are not a MarketWide module. This can be helpful for programs such as Microsoft Excel that you may often access while using MarketWide.
The MarketWide Options Dialog Box
The Options dialog, accessed by clicking Tools > Options, allows you to set system settings, view the location of temporary files, and perform cleanups.
The Main Window Tab
In the General portion of the options window, you can arrange system settings so that certain operations and functions take effect when you log on to MarketWide.
The Tasks Check Boxes
- Prompt to Save Untitled Tasks – Prompts to save an untitled task when you run it.
- Prompt on Task Delete – Opens the Delete dialog to confirm data deletions.
- Display Archive Notification - Receive a notice when a task in your main Window hits the archive date.
The General Check boxes
- Show Aliases – Displays aliases for a specified field name when enabled. If selected, field names will appear with aliases; if not, field names will appear with the names stored in the database. Aliases are set up by the Administrator in the MarketWide Administration Utility. Talk to your MarketWide administrator for more information.
- Display Realm Name in Caption - Will display the name of the realm at the top of the module. This is useful when you have multiple connections open at once.
The MarketWide Menu and Toolbar
The toolbar provides quick access to commonly used commands in the MarketWide main window. Click the icon once to carry out the action represented by that icon.
Please note that depending on how administrative privileges are set up, some icons may not be visible to you.
Menu Icons | ||
|---|---|---|
Icon | Description | Menu Equivalent |
| Opens the Connect to Realm dialog and adds another tab. | File > Add Connection |
– | Opens the MarketWide Login dialog for connecting to a Server. | File > Disconnect |
| Opens the Open Report dialog to retrieve a MarketWide report. | File > Open Report |
– | Opens the Windows Explorer dialog to retrieve a MarketWide report. | File > Open Local Report |
– | Gives detailed information about the selected items. | File > Drilldowns |
– | Closes MarketWide. You must close all open applications before you exit MarketWide. | File > Exit |
– | Selects all the tasks visible in the task pane. | Edit > Select All Tasks |
| Moves the selected task(s) to the Archive folder | Edit > Archive |
| Moves the selected task(s) out of the Archive folder. | Edit > Unarchive |
| Reruns the selected task. | Edit > Rerun Task |
| Restarts the selected task that was paused. | Edit > Resume Task |
| Pause the selected tasks. | Edit > Pause Task |
| Cancels a report from the task list. See Canceling Tasks for more information. | Edit > Cancel Task |
| Deletes the highlighted task in the task list. See Deleting Tasks for more information. | Edit > Remove Task |
| Opens the Query Properties dialog showing statistics for the highlighted task such as the SQL Trace and speed. | Edit > Properties |
-- | Opens the Adding and Removing Programs dialog to add, update, and delete programs. | Tools > Customize Toolbar |
-- | Opens the Active Applications dialog, which allows you to see all open and running applications. | Tools > Active Applications |
| Opens the TouchPoint Template Wizard. | Tools > Templates > TouchPoint Template Wizard |
| Opens the Solicit File Template Wizard. | Tools > Templates > Solicit Template Wizard |
| Opens the CubeBuilder dialog to create a cube. | Tools > CubeBuilder |
| Opens the Variable Builder dialog | Tools > Variable Builder |
| Refreshes the catalog when the System Administrator makes changes. | Tools > Download Catalog |
| Opens the User Settings dialog and goes to the General tab. | Tools > User Settings |
| Opens the User Settings dialog and goes to the Alerts tab. | Tools > Alerts |
| Opens the Change Password dialog, which allows you to edit password and change your email. | Tools > Change Password |
– | Tools > Options | |
| Accesses help information about the MarketWide main window. | Help > MarketWide Help |
– | Displays technical information about MarketWide. | Help > About MarketWide |
Toolbar Icons | |
|---|---|
Icon | Description |
| Opens the SQLManager application. |
| Opens the Output Manager application. |
| Opens the Scheduler application. |
| Opens the PackageManager application. |
| Opens the Analyzer application. |
| Opens the TouchPoint application. |
| Opens the TouchPoint Campaign Editor application. |
| Opens the QueryBuilder application. |
| Opens the DataExport application. |
| Opens the TableEdit application. |
| Opens the HTMLEditor application. |
| Opens the LinkTracker application. |
| Opens the SendEx application. |
| Opens the CubeBuilder application. |
| Opens the External Process application. |
| Opens the AdminUtility application. |
