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Glossary of Terms

Here are some of the terms that you may run into when using Windward. They are described in basic language here and discussed in detail throughout this wiki.

.NET: One of the two platforms -- the other being Java -- that will run the Windward Engine.

Ad Hoc reporting: a reporting system that allows the end user to create customized, on-the-fly queries.

Arrow: The Windward product that extends SharePoint to deliver a complete enterprise reporting, document management, dashboard and business intelligence system. Arrow for SharePoint lets a community of users easily and securely design, run and share reports.

Attribute: An attribute is a characteristic or property of a tag, such as its nickname.

AutoTag: An add-in for Microsoft Word, Excel or PowerPoint that allows you to design report templates using familiar Microsoft Office commands.

AutoTag Max: An enhanced version of AutoTag that also allows you to schedule reports. When the template is previewed or scheduled, AutoTag Max will prompt the user to input values for any undefined variables in the report.

Banded reports: Reports that require the report designer to lay elements, such as tables and text paragraphs, in bands across the report. Windward is a non-banded (i.e.) free-form report design solution.

BLOB: A format used primarily for storing binary large objects (egs. music files and video graphics) in databases, BLOB is supported by Windward.

Business intelligence: Software and technologies that help you make sense of your data and allow you insight into your business processes.

Catapult: Software designed to jumpstart programmers who have installed the Windward Engine. It includes samples and relevant documentation in the wiki, including video and text documentation when available.

Chart Tag: Numerical data is important in reporting, but it can be boring and difficult to comprehend. Charts let you display data in a visually interesting way that makes it easier to understand what the data means. The chart tag lets you create a variety of charts: column, bar, line, pie, scatter, stock, doughnut, bubble and radar.

Cold failover: A failover that happens when neither the operating system nor the Windward application are running.This prevents communication from being received from active requests and you can therefore use the same license key on both systems because they will never be running at the same time.

Convert Tags: The Convert Tags command will convert all tags to the style (text or field) that you have selected in your options. If all of your tags are already in the style you have set, this command does nothing.

Customized reporting: The ability for ISVs, VARs and OEMs to allow customers to generate reports with tailored layouts.

Data Bin: A feature of AutoTag that allows you to drag and drop tags into your report template.

Data Connection: A connection from a template to a data source. A template may have multiple data connections.

Data Group: A group of data, also called a node.  In SQL databases this may refer to a table or a column.  In XML databases, this may refer to any node, element, or attribute.  In Excel databases, this may refer to a single spreadsheet or an column in a spreadsheet.  In SharePoint list databases, this may refer to a list or a field.

Dashboard: A tool for displaying data in a gauge or similar format.

Data Tree: An easy drop down function that allows you to place data into your template.

Data Source: A repository that holds your data. It can be a database or a file containing data. Windward's available data sources are SQL databases, XML files, Excel spreadsheets (XLS and XLSX files), and custom data sources.

Datasource Connector: The AutoTag tool that allows you to connect to your data sources to your report template.

Datasource Credentials: If a data source requires credentials (a username & password) to access; you must provide these credentials in AutoTag to access the sample data.

Datasource Name: A name specific to a template that the template designer gives to a particular data connection. A template may contain at most one unnamed data connection; additional connections must be named.

Document generation:An automated process for generating documents. It involves creating a template that allows the importation of different sets of data and is the most thorough and efficient means of automating documents. Also referred to as "docgen."

DOCX: Output document which is a basic Word document.

Drag and drop functionality:  The ability to drag and drop variables from your data source directly into your report.

Drill down: A link in a report that, when clicked on, brings up a sub-report. (The link can actually be to anything, but it is almost always a sub-report showing more details about the linked item.) Drill down typically is used to go from a generalized view of data to a more specific one.

Dynamic charts: Charts that can be edited in the report output.

Else Tag:The else tag adds increased power to the if tag. If the if tag's condition isn't met, you can tell the report template to do something else by using the else tag.

Embeddable report writer: A tool for designing, creating or generating reports that can be embedded into a company's own software offerings.

End user: Also known as a business user, an end user is typically a non-technical user of Windward software. Windward software is geared toward making report design accessible for end users.

Evaluate: A command in the Tag Editor that lets you verify you are retrieving the correct data. When you click the Evaluate button, the data appears in a pane in the Tag Editor.

Export: The act of saving data source settings so they can be used in another template.

Field Tag Option: This option reduces its size in the template and makes your template easier to read. When you drag your curser over a field tag, you will see the information the tag contains.

Filter: Conditions applied to a select statement that allow you to pinpoint data. For example, if a select statement commands the template to retrieve invoice numbers, the filter may be used to retrieve a specific invoice or a range of invoices.

ForEach and End ForEach:The forEach tag tells the template to go to a data group and retrieve each data item in the group. What's key in understanding how a forEach tag works is remembering that the forEach tag isn't a straight command that displays data, like the out tag. Instead, the forEach tag tells the template how to handle other tags in the template.

Free-form report design:  A design solution that does not require elements to be laid out in bands (see banded design). AutoTag is a free-form design tool.

Gauge TagDeprecated as of version 13. The Gauge chart is a different way of displaying data. Some examples where you might choose to display your data in the Gauge chart, would be when you want to illustrate the progress of how much of a job has been finished compared to how much is left to be done, or how much of a monthly quota has been achieved and how much is left in order to reach the marker.

Global Pod: After a pod is created, it may be loaded into a template as either a local pod or a global pod. When you load a pod as a global pod, it may be used in all templates, not just the one you've loaded it to.

Hot failover: A failover that happens when the operating system and the Windward application are both running AND receiving communication from active requests.  Therefore two full licenses are needed.

HTML Output option that creates a web page linked directly to an internet browser.

If and EndIf:The if tag is known as a conditional tag, and using the if tag boils down to two actions, setting a condition, and determining what to do if the condition is met.

Import: The act of bringing data connection settings from another template into the template you're working on.

Import Tag: The import tag lets you insert an external file into your template. The embedded document may be an image, a text file, a PDF file, or another template. For example, you might want to import a cover sheet or company logo.

ISV:  Independent Software Vendors make and sell software that is added to platforms. ISVs develop software applications that integrate Windward as a standard component to provide reporting and analysis functionality within their products.

Java: One of the two platforms -- the other being .NET -- that run the Windward Engine.

RESTful Engine: Windward's web-based report and scheduling server that allows for access and control from any application, regardless of programming language. You design a report in AutoTag and run it with the RESTful Engine.

Link Tag: The link tag tells the report that when the template is run to go to the data source, grab the desired URL, and insert the link into the report.

Local Pod: After a pod is created, it may be loaded into a template as either a local pod or a global pod. When you load a pod as a local pod, it may be used only in that template.

Locale Templates: can display data that’s formatted to match conventions of a certain locale. For instance, dates may display with the day first in Europe or the year first in the United States. If you leave this at the default setting, the data will display based on the conventions of your server that holds your data.

Map: A set of name/value pairs used to determine what subset of data to pull from a data source.

Macros: Equations and functions that expand a single command into a larger one. Windward ships with a large set of custom functions.

Mail Merge: An automated way to produce documents. The term originally was used in the computing industry to refer to the process of taking contact information (name, address, email address, phone number, etc.) from a data source (database, spreadsheet or other data storage repository) and automatically inserting that data into letters, mailing labels and other documents related to personalized mail. It now commonly is used to mean turning any template into a personalized document, such as a monthly bank statement.

Nickname: A name assigned to a tag in plain English (or whatever language you're using.) The text of the nickname displays in the report template, making the tag and therefore the report template easier to read.

Non open source: Also known as proprietary software, where the developer does not release the code. Users commonly pay usage licenses and are not allowed to modify, copy, publish, or redistribute the software.

OEM: An original equipment manufacturer (OEM) uses hardware platform components to build larger products. Windward is available as the reporting component for OEM offerings.

Office 2007+ Tag Option:This option is if you are using Word 2007 or later, this lets you have chart tags display as word charts, image tags display as word images, and remaining tags display as a content control. 

Open source: Software where the source code is open to all. Anyone can use the code, change it, improve it, copy it, and so on.

Out of the box: Ready-made software that is installed and ready to run immediately.

Out Tag: An out tag is the most basic and most common tag. It tells the template to go to the data source, grab one piece of data – such as a number, a last name, an image, etc. – and place it in the template. Unless told otherwise, the out tag will retrieve one data item from the data group.

PDF: Output document short for Portable Document Format allows you to create a formatted document and preserve its layout no matter which program or software was used to create it allowing you to reach all different types of people no matter what programs are available to them.

Platform-agnostic: Reporting software that is platform-agnostic runs on any platform and is not restricted to a particular programming language.

Pod: A group of elements in a template, defined by the report designer, that can be saved and used in any report. Pods may contain tags, data connections, variables, text blocks, tables, images and more. 

Pod Bin A feature of AutoTag that allows you to drag and drop pods into your report template.

PowerPoint (PPT)Presentation: document that lets you create anything from simple slide shows to complex presentations. It’s a great business user’s tool for sharing information.  This feature is only available for PowerPoint documents.

Private label: Third party software that can be integrated into an ISV's offering without any outside branding. Windward is available as private label software.

Query Tag: Use the query tag to retrieve the value of a specified data item (group) from your data source, storing the result in a newly created variable. Query tags let you save the results of a query and then later refer to the data retrieved by that query without having to re-access the database.

Replace Tags: This is a very simple search & replace that operates on the select attribute in tags only. This does not touch text outside of a tag and does not touch attributes other than select.

Report: The result you see when data has been inserted into a report template.

Report Output The format of the report. Windward lets you produce a variety of outputs, depending upon the program used to create the report. In Word, available outputs include HTML, PDF, DOCX, XML (Word), RTF, XLSX, XLS and direct to printer. In Excel, available outputs include HTML, PDF, XLSX, XLS and direct to printer. In PowerPoint, available outputs include PDF, PPTX and direct to printer.

Report Scheduling: Generating, emailing or printing reports automatically.

Reporting Engine: The software that calls upon your data source and places that data into your report templates. The reporting engine runs behind the scenes and is invisible to the report creator. The Windward Reporting Engine works with both .Net and Java.

Reporting: The process of taking stored data and displaying it so that it can be understood and acted upon.

RTF Short for Rich Text Format: is a file format which is compatible with almost all word processors (Word, Word pad, Open Office Writer, Google Documents, etc.) so it allows you to exchange files between word processors for different operating systems. RTF has been around for a while so it is also available for earlier versions of word processors.

Scheduled Report: A report that the user schedules to run at a specific time or times in the future.

Select Field: If you do not set a nickname for your tag, select field option displays the tag value instead so if your tag contains the data for employee ID’s the tag will be displayed as <EmployeeID>.

Select Statement: Also referred to as a select, a select statement is a query sent to a database or data source. A select may return one value or a range of values.

Set Tag: An internal variable tag, this tag lets you declare a variable name, assign it a value, and use the named variable elsewhere in the template. This is different from the query tag in that it sets a string to the value, not a dataset. The purpose of this tag is to create a value that can be referenced by other tags.

Software integration: Integrating third-party software into your own software offerings. Windward is available for software integration.

SQL Database: Windward works with any SQL database, including SQLServer, OracleClient, OleDb, Odbc, and SQL Schema. All of these are referred to under the general category "SQL database."

SQL Wizard: A wizard in AutoTag that makes it easy for the template creator to select a subset of data from an SQL database. The wizard guides the template designer through the process of applying filters to a select. It works by applying conditions, also known as filters, to a select.

Sub license: When ISVs license third-party software components. ISVs sub-license Windward for embedding, bundling, or private labeling.

Sub report: A report that is placed into another report.

Tag: A placeholder for data.

Tag Builder: A feature in AutoTag that allows you to create tags.

Tag Editor: A feature in AutoTag that allows you to edit tags.

Tag Name: If you do not set a nickname for your tag, the tag name option will display the tag as the type of tag inserted for example <out>.

Tag Type: The category the tag falls into. Examples of tag types include number, currency, percent, and date.

Template: The outline of a report or other document. The template contains places where data will be inserted, along with elements such as text, tables, headers, graphics, charts, and other visual aspects.

Text Tag: Option Tags are inserted into the template as text. This is similar to adding tags manually without using AutoTag and is the only option available for PowerPoint.

Validate: The act of ensuring that a tag is written correctly. The Validate button checks for syntax and that the tag calls upon a piece of data in your data source.

Variable: A value in your report template that is inserted when you run the report. A variable may be defined, such as a value in a forEach loop, or it may be undefined, such as a when you design the report to include the date the report is generated.

View: Similar to a map, a view is a snapshot of data field names and their corresponding values at one moment in time. In addition to connecting directly to a data source, a snapshot of the data in the data source can be captured and used to generate a report. A view is an SQL statement that extracts selected data from a database.

Unlimited Data Access: The ability to pull data from as many data sources as you need as often as you need.

Warm failover: A failover that happens when the operating system is running but the Windward application is not running.

Web-based reporting: Systems where reports or documents are designed, generated or accessed through a Web browser.

XLS: A default output for excel spreadsheet before version 2007.

XLXS: Output format for excel spreadsheets for versions 2007 and higher. XML: Output document that is formatted in a Microsoft-specified XML schema that stores all formatting information in an XML document. It is many aspects of web development making data storage and sharing simple.

XML Data Source: An XML file that contains your data.

XPath Wizard: A wizard in AutoTag that makes it easy for the template creator to select a subset of data from an XML data source. The wizard helps guide the user through the process of applying filters to a select. XPath is the syntax used to access XML data, and it is an open standard.

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