Evisions - Argos - Getting Started

The University of Manitoba currently supports the Evisions Argos reporting tool.

GETTING STARTED

Anyone wishing to use the Argos reporting tool must go through a number of steps to get set up.

SUMMARY OF TOPICS

TYPES OF ARGOS USERIDS

There are several different types of users that can be created in Argos.

  • Report Viewer - can run ad-hoc reports & view existing reports
  • Report Writer - can run ad-hoc reports, view existing reports & can create reports
  • Datablock Designer - can run ad-hoc reports, view existing reports, can create reports, can create datablocks, can view schedules & can create schedules for reports to run during off hours.

CHANGING OR REQUESTING AN ARGOS USERID

Submit the new user request to servicedesk@umanitoba.ca 

All requests for Argos accounts must come from the subject's supervisor or department head and must contain the department head's approval.

Similarly, when choosing security groups, the owner of the security group must provide their approval in in order for the new user to become a member of the group.

Requests that do not contain the department head's approval cannot be completed and will be denied.

Similarly, new users will not be added to a particular security group if the request does not contain the approval of a security group owner.

Normally, new accounts are created in the "Production" environment only. If it is intended that the new user be involved in the development and testing of new or modified reports then the request should indicate that the account also needs to be created in the "Development" environment.

Description: Description: Cut and paste the following sample (for Joe Bloe) into the Cherwell ticket request, replacing the sample data with your own information.
Last Name: Bloe
First Name: Joe
User UMnetid: bloejo
User Phone #: 474-nnnn
User Email: Joe_Blow@umanitoba.ca (Whitepages email if possible please)
User Dept: Joe's Department
Dept Head: Person Authorizing your application for an Argos userid 
Dept Head Phone Number: Person Authorizing your application's contact phone number
User Type: (CHOOSE ONE) Report Viewer, Report Writer, Datablock Designer
Groups: See list below and choose the appropriate group(s) that the userid will be a member of. If you are unsure of which group(s) are needed please speak to a consultant in the Enterprise Systems Application Maintenance group.
See list below and choose the appropriate group(s) that the userid will be a member of or list a new group name if one is required.

Accounts_Receivable            

Rob Dueck

Admissions_Office              

Shianne Uschold

Ancillory_Services             

Rob Dueck

AR Sponsors                    

Rob Dueck

BSAC                           

Cheryl Richardson

Budgets_and_Grants             

Rob Dueck

Enrollment_Services            

Shianne Uschold

Extended_Education             

Rob Dueck

Fast_AR                        

Rob Dueck

Finance                        

Rob Dueck

Finance_KPI                    

Rob Dueck

Finance_Security               

Rob Dueck

Fixed_Assets                   

Rob Dueck

General_Ledger               

Rob Dueck

Graduate_Studies               

Gayle Tillie

Institutional_Analysis         

Randy Roller

Library                        

Lisa O'Hara

Physical Plant                 

Rob Dueck

Purchasing                     

Rob Dueck

Registrars_Office               

Shan Rogers

Student_Services               

Shan Rogers

Supplier_Services              

Rob Dueck

Travel                         

Rob Dueck

Trust_And_Endowments

Rob Dueck

Unit_Staff                    

Rob Dueck

VP_Admin                        

Kathleen Sobie

 

NOTE:  Only 1 user type can be selected. Userids can belong to more than 1 Group. All of the above information is needed in order to setup a user in Argos.

SETTING UP ARGOS ON YOUR PC

  • Open up Internet Explorer Browser

argos homepage 

login

  • You may encounter Java prompts. Click on “Later” (continue to use current Java version):

java  

  • Click on Argos (blue button) to launch Argos. Click on Run to start running the Argos application:

 blue button

  • Argos will start installing on your computer:

installing

  • Once installing process completed. You will be inside the Argos landing area:

root

LOGGING INTO ARGOS

  • Open up Internet Explorer web browser.
  • Type in the server address https://evaprod-new.ad.umanitoba.ca
  • Click the Argos Reporting Tool link
  • Enter your Userid and Password
  • Press Login button 

SCREEN CHANGES IN THE REPORT PORTAL

You will notice a change to the screen used to select your report parameters.

The buttons that were on the bottom of the screen to run your report have moved.  They are now at the top of the screen, as icons instead of buttons.

  • Select your report parameters, and then one of the three options:
    1. Save the report and open it with the associated application - a name for the report will be generated and the file saved as a .csv file.  The report name can be changed if desired. The report will open in Excel.
    2. Create and email this report – enter the recipient email address, subject, and body text for the email (see screenshot below)
    3. Save the report – a name for the report will be generated and the file saved as a .csv file.  The report name can be changed if desired.

argos nominal

  • When choosing to save your report – change the default file name if desired.

 save

  • When choosing create and email your report - enter the recipient email address, a subject, and body text for the email.  The report name defaults to attachment.csv – you can change this if desired.

cancel

  • Notification when the report has been completed and sent:

emailed

 

If you require more information or assistance, please consult with your area Argos contact or submit a service request at servicedesk@umanitoba.ca