Managing TM4Web features and appearance

Managing TM4Web Features

The Web Admin Features section is used to create and configure Feature Groups and to manage installed features. To access Web Admin, click Start, point to All Programs. Point to TruckMate, TruckMate for Web, and then click Web Admin.

To access the Features window, click Global Configuration and point to Features. The Feature configuration screen is divided into two sections: Feature Groups and Installed Features. Using a right mouse button (right-click), you can do the following:

Add new Features and Feature Groups
Edit existing Features and Feature Group properties
Remove Features and Feature Groups
Move Features up or down to determine the order that they will appear on the TM4Web menu bar

Feature Groups

Each Access Group is assigned a specific Feature Group, which defines the TM4Web features that users have access to. Primarily, the Feature Groups are the definitions of what will make up TM4Web users main menu links. For instance, TM4Web is setup with 3 standard Feature Groups by default:

Feature Groups	Description
USER - Default User Group	All Access Groups setup with the USER Feature Group will have access to the features within this group.
CARRIER - Default Carrier Group	All Access Groups setup with the CARRIER Feature Group will have access to the features within this group.
ADMIN - Default Admin Group	All Access Groups setup with the CARRIER Feature Group will have access to the features within this group.

Feature Groups

Description

USER - Default User Group

All Access Groups setup with the USER Feature Group will have access to the features within this group.

CARRIER - Default Carrier Group

All Access Groups setup with the CARRIER Feature Group will have access to the features within this group.

ADMIN - Default Admin Group

All Access Groups setup with the CARRIER Feature Group will have access to the features within this group.

Adding Feature Groups

Use this procedure to add a feature group.

Right-click within the Feature Groups section and click New Group.
The Add/Edit Feature window opens.
Enter the desired group name in the Group Name field.
Enter a description of the group in the Group Description field.
Click Ok.

Adding a Feature to a Feature Group

Use this procedure to to add a feature to a Feature Group.

Right-click on the Feature Group you are using and click Add Feature.
The Select Feature window opens.
Select the desired feature in the details grid and click Ok. For additional information, see Adding Features to TM4Web.

Modifying a Feature Group

Use this procedure to modify a Feature Group.

Right-click on a Feature Group and click Modify Group.
The Add/Edit Feature window opens.
Edit the feature group properties.
Click Ok.

Deleting a Feature Group

Use this procedure to delete a Feature Group.

Right-click on a Feature Group and click Delete Group.
The Confirm window opens.
Click Ok.

Installed Features

All TM4Web .msw files are maintained in various folders found under the C:\TM4Web\Apache2.2.x\htdocs\ folder. The following is a list of .msw files that are used for TM4Web pages. For additional details, see Adding Features to TM4Web.

Feature Name	Feature URL	Applicable to	Feature Description
Address Book	address_book.msw	CLIENT	Provides access to the Web Address Book where users can add, edit, and remove contacts.
Bill of Lading (BOL) Documents	bol.msw	CLIENT	Enables users to enter details separate from Order Entry yet is able to print a Crystal Report showing a Bill of Lading.
Claims	claims_wizard.msw	CLIENT	Enables users to enter online claims.
Customer Reports	crystal_customer_reports.msw	CLIENT	Allows viewing Client specific Crystal Reports.
Reports	crystal.msw	NON-SPECIFIC	Enables access to Crystal Reports based on Access Group.
Density Calculator	density_calculator.msw	NON-SPECIFIC	Enables users to calculate the shipment density to properly describe goods on a bill of lading and to determine freight rates.
Expedited	expedited_entry.msw	CLIENT	Order Entry page for entering multiple orders at one time.
Docs	getfiles.msw	CLIENT VENDOR	Displays links to documents located on the web server based on the related ids of the Access Group.
Invoices	invoices.msw	CLIENT	Lists the outstanding AR details summary for a given customer.
Transit Time Dialog	javascript:open_transit_times_dialog()	NON-SPECIFIC	Used to display the Transit Time feature within a dialog.
Order Entry	order_entry.msw	CLIENT	Used for entering Pickup Requests or live Shipments.
Order Summary	order.msw	CLIENT	Displays a list of the users Pickup Requests and live Shipments.
PHPInfo	phpinfo.msw	Web Administrator	Displays the webserver’s PHP configuration information, useful when debugging server configuration issues.
Rate Quote	rate_quote.msw	CLIENT	Allows user to obtain a Rate Quote pulling from TruckMate rate sheet definitions.
Refresh Pages	refresh_tables.msw	To be deprecated.	To be deprecated.
R&M	rm-index.msw	NON-SPECIFIC	Displays access to the R&M TM4Web features Workorder and Inventory Adjustment.
Trace All	trace_all.msw	CLIENT	Allows users to trace orders without any restriction on the assigned clients.
Trace	trace.msw	CLIENT	Allows users to trace orders using a variety of criteria. From here users can view the Bill Details page for the orders returned.
Transit Times	transit_times.msw	NON-SPECIFIC	Displays Transit Times using Service Level, Start Zone and End Zone input. Shows Pickup Days Monday - Friday and the Transit Time as calculated from within TruckMate.
Upload Files	uploadfiles.msw	NON-SPECIFIC	Enables users to upload files to a specified location on the web server.
Profile	user_registration.msw?action=edit	NON-SPECIFIC	User Profile page which enables users to modify their existing TM4Web profile.
Agent Assigned Deliveries	vendor_agent_assigned_deliveries.msw	AGENT	Displays all freight bills that have been assigned to the Agent as the Beyond Carrier on the Freight Bill IP tab in Customer Service where the Current Status is Docked and the Current Zone is one of the Vendors terminals as defined in Web Admin.
Agent Assigned Pickups	vendor_agent_assigned_pickups.msw	AGENT	Displays all freight bills that have been assigned to the Agent as the Advance Carrier on the Freight Bill IP tab in Customer Service where the Current Status is Availability and the Pickup Terminal is one of the Vendors terminals as defined in Web Admin.
Agent Inbound Trips	vendor_agent_inbound_trips.msw	CARRIER	Displays all Inbound Trips, where the Trip Status is Dispatched, that have been assigned to the Vendor as the Beyond Carrier on the Freight Bill IP tab in Customer Service. The Agents Terminal, as specified in Web Admin, must be in the Leg To Zone on one of the legs of the trip.
OS&D Status Manager	vendor_agent_osd_status_manager.msw	CARRIERS	Allows Vendors to enter and view OS&D items.
Agent Trace	vendor_agent_trace.msw	AGENT	Allows the agent to trace any shipment (Pickup OR Delivery) where the agent is assigned as an Interliner on the I/P tab of Customer Service.
Assigned	vendor_assigned.msw	CARRIER	Displays all freight bills that have active IP records and are assigned to the vendor through the IP tab in Customer Service. Note: these freight bills will not have trips associated with them.
Accepted & Assigned	vendor_combined.msw	CARRIER	Displays all loads which have been assigned to the vendor through the I/P tab of Customer Service or through the Carrier Assignment screen in Dispatch.
Driver Pay	vendor_driverpay.msw	CARRIER	Displays Driver Pay records for all drivers attached to the vendor.
Freight Board-OPENBOAD STATUS	vendor_freightboard.msw	CARRIER	Displays load information for Trips that have been flagged to display on the Freight Board.
Load History	vendor_history.msw	CARRIER	Lists completed loads which had been assigned to the vendor through the Carrier Assignment screen in Dispatch and had previously been Accepted by the Vendor.
Line-Haul Trip Updates	vendor_lh_status_updates.msw	CARRIER	Allows Line-Haul Vendors to make Trip based status updates.
Load Requests	vendor_load_request.msw	CARRIER	Enables vendors to enter a load request that can be viewed in Dispatch’s Load Request tab.
Load Offers	vendor_loads.msw	CARRIER	Displays new Load Offers which have been assigned to the Vendor through the Carrier Assignment screen in Dispatch.
Quick Change	vendor_status_bypronum.msw	CARRIER	Allows a Vendor to update the status of a specific Freight Bill.
Status Updates	vendor_status.msw	CARRIER	Allows a Vendor to update the status of a Trip which has been assigned to the Vendor through the Carrier Assignment screen in Dispatch and have previously been Accepted by the Vendor.
Videos	videos.msw	NON-SPECIFIC	Enables a user to view instructional videos on various aspects of TM4Web. TMW Systems Inc. does not supply the Training videos; these must be created by your company.

Feature Name

Feature URL

Applicable to

Feature Description

Address Book

address_book.msw

CLIENT

Provides access to the Web Address Book where users can add, edit, and remove contacts.

Bill of Lading (BOL) Documents

bol.msw

CLIENT

Enables users to enter details separate from Order Entry yet is able to print a Crystal Report showing a Bill of Lading.

Claims

claims_wizard.msw

CLIENT

Enables users to enter online claims.

Customer Reports

crystal_customer_reports.msw

CLIENT

Allows viewing Client specific Crystal Reports.

Reports

crystal.msw

NON-SPECIFIC

Enables access to Crystal Reports based on Access Group.

Density Calculator

density_calculator.msw

NON-SPECIFIC

Enables users to calculate the shipment density to properly describe goods on a bill of lading and to determine freight rates.

Expedited

expedited_entry.msw

CLIENT

Order Entry page for entering multiple orders at one time.

Docs

getfiles.msw

CLIENT
VENDOR

Displays links to documents located on the web server based on the related ids of the Access Group.

Invoices

invoices.msw

CLIENT

Lists the outstanding AR details summary for a given customer.

Transit Time Dialog

javascript:open_transit_times_dialog()

NON-SPECIFIC

Used to display the Transit Time feature within a dialog.

Order Entry

order_entry.msw

CLIENT

Used for entering Pickup Requests or live Shipments.

Order Summary

order.msw

CLIENT

Displays a list of the users Pickup Requests and live Shipments.

PHPInfo

phpinfo.msw

Web Administrator

Displays the webserver’s PHP configuration information, useful when debugging server configuration issues.

Rate Quote

rate_quote.msw

CLIENT

Allows user to obtain a Rate Quote pulling from TruckMate rate sheet definitions.

Refresh Pages

refresh_tables.msw

To be deprecated.

R&M

rm-index.msw

NON-SPECIFIC

Displays access to the R&M TM4Web features Workorder and Inventory Adjustment.

Trace All

trace_all.msw

CLIENT

Allows users to trace orders without any restriction on the assigned clients.

Trace

trace.msw

CLIENT

Allows users to trace orders using a variety of criteria. From here users can view the Bill Details page for the orders returned.

Transit Times

transit_times.msw

NON-SPECIFIC

Displays Transit Times using Service Level, Start Zone and End Zone input. Shows Pickup Days Monday - Friday and the Transit Time as calculated from within TruckMate.

Upload Files

uploadfiles.msw

NON-SPECIFIC

Enables users to upload files to a specified location on the web server.

Profile

user_registration.msw?action=edit

NON-SPECIFIC

User Profile page which enables users to modify their existing TM4Web profile.

Agent Assigned Deliveries

vendor_agent_assigned_deliveries.msw

AGENT

Displays all freight bills that have been assigned to the Agent as the Beyond Carrier on the Freight Bill IP tab in Customer Service where the Current Status is Docked and the Current Zone is one of the Vendors terminals as defined in Web Admin.

Agent Assigned Pickups

vendor_agent_assigned_pickups.msw

AGENT

Displays all freight bills that have been assigned to the Agent as the Advance Carrier on the Freight Bill IP tab in Customer Service where the Current Status is Availability and the Pickup Terminal is one of the Vendors terminals as defined in Web Admin.

Agent Inbound Trips

vendor_agent_inbound_trips.msw

CARRIER

Displays all Inbound Trips, where the Trip Status is Dispatched, that have been assigned to the Vendor as the Beyond Carrier on the Freight Bill IP tab in Customer Service. The Agents Terminal, as specified in Web Admin, must be in the Leg To Zone on one of the legs of the trip.

OS&D Status Manager

vendor_agent_osd_status_manager.msw

CARRIERS

Allows Vendors to enter and view OS&D items.

Agent Trace

vendor_agent_trace.msw

AGENT

Allows the agent to trace any shipment (Pickup OR Delivery) where the agent is assigned as an Interliner on the I/P tab of Customer Service.

Assigned

vendor_assigned.msw

CARRIER

Displays all freight bills that have active IP records and are assigned to the vendor through the IP tab in Customer Service.

Note: these freight bills will not have trips associated with them.

Accepted & Assigned

vendor_combined.msw

CARRIER

Displays all loads which have been assigned to the vendor through the I/P tab of Customer Service or through the Carrier Assignment screen in Dispatch.

Driver Pay

vendor_driverpay.msw

CARRIER

Displays Driver Pay records for all drivers attached to the vendor.

Freight Board-OPENBOAD STATUS

vendor_freightboard.msw

CARRIER

Displays load information for Trips that have been flagged to display on the Freight Board.

Load History

vendor_history.msw

CARRIER

Lists completed loads which had been assigned to the vendor through the Carrier Assignment screen in Dispatch and had previously been Accepted by the Vendor.

Line-Haul Trip Updates

vendor_lh_status_updates.msw

CARRIER

Allows Line-Haul Vendors to make Trip based status updates.

Load Requests

vendor_load_request.msw

CARRIER

Enables vendors to enter a load request that can be viewed in Dispatch’s Load Request tab.

Load Offers

vendor_loads.msw

CARRIER

Displays new Load Offers which have been assigned to the Vendor through the Carrier Assignment screen in Dispatch.

Quick Change

vendor_status_bypronum.msw

CARRIER

Allows a Vendor to update the status of a specific Freight Bill.

Status Updates

vendor_status.msw

CARRIER

Allows a Vendor to update the status of a Trip which has been assigned to the Vendor through the Carrier Assignment screen in Dispatch and have previously been Accepted by the Vendor.

Videos

videos.msw

NON-SPECIFIC

Enables a user to view instructional videos on various aspects of TM4Web. TMW Systems Inc. does not supply the Training videos; these must be created by your company.

Adding Features to TM4Web

Use this procedure to add a feature to a Feature Group.

Right-click within the Installed Features section and click Add.
The Add/Edit Feature window opens.
In the Feature Name (English) field, enter the name of the hyperlink to be added to the TM4Web menu.
(Optional) In the Feature Name (French) field, enter the name of the hyperlink to be added to the TM4Web menu or leave blank.
Add the file name of the new page.
Click Ok.
Right-click on the Feature Group you are using and click Add Feature.
The Select Feature window opens.
Select the desired Feature in the details grid and click Ok.

Modifying a Feature

Use this procedure to modify features properties.

Right-click on an installed feature and click Edit.
The Add/Edit Feature window opens.
Edit the feature properties.
Click Ok.

Creating Group Specific Page Access

Use this procedure to enable group specific page access to TM4Web.

This process requires that you first enable the Employee User page within Web Admin, create a feature group for your Employees, and then grant your Employees access. Your TM4Web website must also be accessible and working.

Although this scenario focuses on Employees, this process also applies to clients and vendors. For clarity, employee specific steps are identified.

One Time Employee Setup

(Employee Only) From the Start menu, navigate to the Application Configurator program (CONFIGEXPLORER.EXE). To access Application Configurator, click Start, point to All Programs. Point to TruckMate, Utilities, and then click Application Configurator.
(Employee Only) If not already done, click Configuration Options to expand the program tree and click WEBADMIN.EXE.
(Employee Only) Double-click Show Employee Btn.
The Edit Config window opens.
(Employee Only) Set the value to True and click OK.
From the Start menu, navigate to the TM4Web Web Administration program (WEBADMIN.EXE). To access Web Admin, click Start, point to All Programs. Point to TruckMate, TruckMate for Web, and then click Web Admin.
To access the Employee window, click Users and point to Employee.
Right-click in the Employee window and click Add Access Code from the context menu.
The Create New Employee Access window opens.
Enter a value (a suggested code is EMPLOYEE) for an Access Code- this is a simple text string that can be any value. This is the code used to register your users on the TM4Web Registration page.
Click OK.
The access code EMPLOYEE appears on the Employee window.
Open a web browser and enter the base URL where users will access TM4Web on your server.
The TM4Web Welcome page opens.

Note: The TM4Web URL must be entered exactly as specified in the Base URL in Web Admin Global Configuration Base Setup.
Click Register.
The Registration Information page opens.
Enter all applicable information in the required registration fields.
In the Login Information section, enter the Access Code you defined in step 4.
Click Submit.
You are notified of a successful registration.
Click OK.
The login page opens.

Note: User accounts need be activated prior to any login attempts.
Repeat steps 7 through 10 as needed for additional employees.
If not already open, navigate to the TM4Web Web Administration program TM4Web Users window. To access the TM4Web Users window, click Users and point to TM4Web Users.
In the TM4Web user’s grid, select a user to activate.
Click the User Config tab.
In the Account section, select Enabled and click Save.
Repeat for additional users to activate.
Click Employee to open the Employee window.
Expand the Access Code (indicated that a Feature Group is not set) you have created to view all employee names that have been activated. The Access Code indicates that a Feature Group is not set. A Feature Group must be added to this Access Code using Feature Groups.
To access the Feature Configuration window, click Global Configuration and point to Features.
Right-click within the Feature Groups section and click New Group.
The Add/Edit Feature window opens.
Enter the desired group name in the Group Name field. For example purposes only, a suggested code is EMPLOYEE.
Enter a description of the group in the Group Description field.
Click OK.
The new Feature Group appears on the tree menu.
Within the Feature Groups section, select the new Feature Group, right-click and click Add Feature.
The Select User window opens.
Select the desired feature(s) in the details grid and click Ok.
Click Users and point to Employees to open the Employee window.
Select the Access Code, right-click and click Change Access.
The Select Feature Group window opens.
Select the Feature Group (in this scenario, EMPLOYEE) created in steps 20 through 23 and click OK.

The process is complete. Employees have access to the specific pages that you have enabled.

Managing TM4Web Appearance

The Web Admin Appearance section enables you to set visual settings for TM4Web. To access Web Admin, click Start, point to All Programs. Point to TruckMate, TruckMate for Web, and then click Web Admin.

To access the Appearance window, click Global Configuration and point to Appearance.

Changing appearance of TM4Web pages

The Appearance configuration screen contains several options under which you can set visual settings for TM4Web.

Enter and select appropriate entries to the following option and fields:

Options	Description
Allow TM4Web to use a CDN for serving libraries, uncheck to use local files	CDN is an acronym for "Content Delivery Network". This loads the JQuery files from a common domain likely used by other sites that users have visited, allowing users' browsers to make use of cached copies of the files, and not have to load them again from the TM4Web site. This option is for improved browsing speed. If setup to use https, this option should be clear.
JQuery Theme	This option is being depreciated in favor of the Kendo Theme.
Kendo Theme	This option defines the style and color schema used within the TM4Web user interface. There are several pre-built themes available. Select a different pre-built theme to view the color scheme. Note: The chosen theme can be modified using the Kendo Theme Builder: See http://demos.telerik.com/kendo-ui/themebuilder and http://docs.telerik.com/kendo-ui/getting-started/themebuilder for information. The general process to modify a Kendo Theme is: Select a theme to modify Start the Kendo UI Theme Builder Modify the theme Click Get CSS Copy the css text into htdocs/custom/custom_style.css Do a hard refresh on the browser to clear the browser cache
Menu Style	This option determines whether the TM4Web menu style is horizontal or vertical. Further instructions to apply further chan ges to the stylesheet are located in the /htdocs/custom/custome_style.css file.
Logo Position	This option determines whether the logo is placed above the TM4Web menu bar or within the menu bar. Further instructions to apply further chan ges to the stylesheet are located in the /htdocs/custom/custome_style.css file.

Options

Description

Allow TM4Web to use a CDN for serving libraries, uncheck to use local files

CDN is an acronym for "Content Delivery Network". This loads the JQuery files from a common domain likely used by other sites that users have visited, allowing users' browsers to make use of cached copies of the files, and not have to load them again from the TM4Web site. This option is for improved browsing speed. If setup to use https, this option should be clear.

JQuery Theme

This option is being depreciated in favor of the Kendo Theme.

Kendo Theme

This option defines the style and color schema used within the TM4Web user interface. There are several pre-built themes available. Select a different pre-built theme to view the color scheme.

Note: The chosen theme can be modified using the Kendo Theme Builder: See

http://demos.telerik.com/kendo-ui/themebuilder and

http://docs.telerik.com/kendo-ui/getting-started/themebuilder for information.

The general process to modify a Kendo Theme is:

Select a theme to modify
Start the Kendo UI Theme Builder
Modify the theme
Click Get CSS
Copy the css text into htdocs/custom/custom_style.css
Do a hard refresh on the browser to clear the browser cache

Menu Style

This option determines whether the TM4Web menu style is horizontal or vertical. Further instructions to apply further chan ges to the stylesheet are located in the /htdocs/custom/custome_style.css file.

Logo Position

This option determines whether the logo is placed above the TM4Web menu bar or within the menu bar. Further instructions to apply further chan ges to the stylesheet are located in the /htdocs/custom/custome_style.css file.

It is possible to make some style changes to TM4Web through the custom style sheet. Contact Support for specific questions to find out if your request is already possible or if additional custom code is required.

Customizing TM4Web to match a corporate website

TM4Web and WebAdmin provide a great deal of customization that can allow you to match your corporate website’s appearance. The following is a general outline on customizing TM4Web’s layout and appearance. For further assistance, contact Support to book consultation time with one of our developers.

TruckMate Database - updated using the Web Administration program.
TM4Web Language files folder - updated using the custom language files located at \..\Apache2.2.x\htdocs\custom\en\ folder. For details, see Changing field label text.
TM4Web Custom files - updated using custom .msw files located at \..\Apache2.2.x\htdocs\custom\en\ folder.

Use this general procedure to customize a TM4Web installation to match a corporate website.

Set or modify the required general settings for TM4Web, such as language preferences, and custom logo preferences. For details, see General tab and Access Groups Options.
Modify the general appearance of TM4Web pages. For details, see Changing appearance of TM4Web pages.
In the \..\Apache2.2.x\htdocs\custom\en\ folder, there are several .msw files that can be opened in any text editor to customize the test displayed. These files are:
- client_index.msw - this contains the default home page text, displayed to Client Type users after logging in.
- custom_employee_index_en.msw - this contains the default home page text, displayed to Client Type users after logging in.
- custom_index_en.msw - this contains the default home page text, displayed to Client Type users after logging in.
- vendor_index.msw - defaulted to display counts for the various vendor loads after logging in. This file can be customized to display text to Vendor Type users.

Any modifications to these files without first contacting the TMW Systems Support may result in unforeseen errors in TM4Web. Modifications should only be made by someone with knowledge of PHP. Please contact the TMW Systems Support department at [email protected] regarding any concerns you may have.

Changing field label text

Each company has its own language that is used to categorize different areas of a business. TM4Web allows some flexibility in fulfilling requirements for the look and feel of a corporate website.

Use this procedure to customize text labels for fields in TM4Web, which are not defined within the Web Admin application.

In the directory C:\TM4Web\Apache2.2.x\htdocs\inc\language, open the en.inc file with a text editor.
Scroll through the file and locate the text label you wish to change.
Copy the label string to be modified. For example, $lang["trailer_number"] = "Trailer Number";.

Warning: Do not change the contents of the en.inc file. Close the file without saving immediately after copying the text label.
In the directory C:\TM4Web\Apache2.2.x\htdocs\custom\en, open custom_en.inc with a text editor.
Paste the copied text label string to the end of custom_en.inc.
Change label string as desired.

For example, change $lang["trailer_number"] = "Trailer Number"; to $lang["trailer_number"] = "Container Number";.
Close and save changes to custom_en.inc.

The next time TM4Web is launched, the new label Container Number will appear for the field trailer_number.