New User Guide

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Welcome To Dreamtsoft

Thank you for looking into Dreamtsoft. At Dreamtsoft we have made it our mission to help unleash the full potential of software. We took the time and effort to build a SaaS platform that allows you to imagine, develop and deploy software services that solve immediate problems and wont create issues down the road. By doing so we remove barriers to success, allowing you to focus on what you are good at and what’s important to your business.

Getting Started

Upon receiving your new environment there are a few things you should know to kickstart your application building experience. We refer to applications as "bundles". We refer to your environment or instance as a "space". Once you login to your space you should be greeted by a "bundle home screen" that has a "system" bundle already installed. You can also press ALT+W/Option+W to open the Workspace console that displays any bundles you have installed. The System bundle is a collection of shared elements that all other bundles will use. For example, the user table, connected data services, groups, or even scheduled jobs. Think of System as your base or root bundle.

For more information configuring Dreamtsoft: https://www.youtube.com/playlist?list=PLHYEkrwCxJdOgEyiUYG0HlnQ2Xba6dQL7

Navigating the Dreamtsoft Platform

Located on the left hand navigation bar are options to help you navigate the platform.

  • The first icon on the navigation bar is a Dreamtsoft "d". This icon is no longer used.
  • Below the Dreamtsoft "d" is a list of icons. These represent either bundles (applications) or areas inside of bundles.
  • The collapsable left hand navigator expands in and out by clicking the arrow next to the bundle name/area name.
  • As a logged in Administrator there will be 3 icons visible at the bottom of the left hand navigator:
    • Gears - Bundle Configuration - Configuration of the current bundle. From here you will be able to enter data, and load other content. This is where you will most likely spend 80% of your time while building your applications/bundles.
    • Checkbox - Bundle Preferences - Preferences created to make administration of a bundle simpler. For example, in the Service Management bundle the incident resolve time can be changed to automatically close out resolved incidents after XX amount of time.
    • Pencil - Customize Page - Configure the page and any components on the page. Customize any page in the system and configure any of the components listed on that page.
  • In the upper right of, the magnifying glass icon is a global search.
  • Immediately to the right of the Dreamtsoft 'd' if the space name. This icon will expose a dropdown of any companies that have available spaces. The bottom of the dropdown is the Space tree option that will open a list of available spaces. For more info: Creating_a_space
  • Last user icon in the upper right corner, when clicked you will see options to your profile, preferred language, a scripture window, and the ability to logout.

For more information on navigating Dreamtsoft go to the Dreamtsoft Youtube: https://www.youtube.com/watch?v=Id-dRz_uyDo&list=PLHYEkrwCxJdNTA2NoIZD19NUYtn5MxptA&index=6

Keeping an eye on the URL

Dreamtsoft keeps track of all changes made to the system, and flags those changes with the name of the bundle that the change was made in. This makes it easier to keep track of your development efforts, not forcing you to arbitrarily define "containers" for your changes. As a result, it's important to keep a close eye on the bundle that you're in at any given time, to ensure your changes will land in the right place.

To accomplish this (or if you ever get "lost"), simply take note of the URL at the top of your browser window, specifically the bundle portion of the URL. The URL will always be in the following format:

https://sitename.dreamtsoft.com/s/spacename/bundlename : areaname/pagename

Dreamtsoft Dictionary

  • Space - Spaces is the terminology we use to define an environment or instance. Spaces can be used for separating customers or departments and provides for data and process separation. To learn more about spaces go to Creating a space.
  • Space Tree - A Space tree is a map that will show you all the current spaces you have created or have access to view. From the space tree view you can switch to a different space, create, rename, or delete spaces.
  • Bundle - A bundle is an application. Dreamtsoft bundles serve as the primary navigation and storage reference for all development. They allow you to navigate to a particular section of the platform, and within there view pages/components/buckets/CSS in whatever form that bundle's developer decided to arrange. For more information on bundles go to Creating a Bundle.
  • Bucket - A bucket is like a table in a database. Buckets are the primary storage mechanism within the Dreamtsoft platform. Buckets are responsible for storing each unique entity of data. Examples of different buckets are User, Group, Lead, Company, Ticket, Time Card, etc.
  • Slots - A slot is a column in a database. Since Dreamtsoft allows data to be stored in any number of formats and locations, we've chosen a more generic nomenclature that isn't tied directly to SQL-based products. For more information on buckets and slots go to Buckets and Slots.
  • Components - Dreamtsoft components serve as one of main mechanisms for extending the platform. These are like the building blocks of your bundle. Each component can be thought of as a lego piece that you can drag and drop to build your bundle. For more information go to Components.
  • Groups - Groups are a collection of users. We use groups mainly for security and access. For example, You can use and create groups by putting users in their corresponding departments, then give each group or department security and access rules. For more information on users and groups go to User Management and Security .