summaryrefslogtreecommitdiffstats
path: root/doc/kexi/basics.docbook
diff options
context:
space:
mode:
Diffstat (limited to 'doc/kexi/basics.docbook')
-rw-r--r--doc/kexi/basics.docbook504
1 files changed, 504 insertions, 0 deletions
diff --git a/doc/kexi/basics.docbook b/doc/kexi/basics.docbook
new file mode 100644
index 00000000..7bb34b9f
--- /dev/null
+++ b/doc/kexi/basics.docbook
@@ -0,0 +1,504 @@
+<!--
+ <!DOCTYPE chapter PUBLIC "-//KDE//DTD DocBook XML V4.2-Based Variant V1.1//EN" "dtd/kdex.dtd" >
+
+ -->
+
+<chapter id="basics">
+ <title>
+ &kexi; Basics
+ </title>
+
+ <sect1 id="doc-vs-project">
+ <title>
+ &kexi; Databases
+ </title>
+ <para>
+ Many applications such as OpenOffice.org or Microsoft Excel create
+ files which are called <firstterm>documents</firstterm>. &kexi;
+ creates files too, but we refer to them as <firstterm>&kexi;
+ database files</firstterm>, or simple <firstterm>database
+ files</firstterm> here. &kexi; database files usually have the
+ extension <filename>.kexi</filename>.
+ </para>
+
+<!-- TODO: Picture of Kexi database icon? -->
+
+ <para>
+ In addition to storing your databases in database files, &kexi;
+ can also use databases on <firstterm>database
+ servers</firstterm>, which is why we refer to them as
+ <emphasis>database files</emphasis>, and not simply as
+ <emphasis>databases</emphasis>.
+ </para>
+
+ <para>
+ The term <firstterm>&kexi; project</firstterm>, or simply
+ <firstterm>project</firstterm> is also used to refer to a &kexi;
+ database, regardless of whether it is stored in a file or on a
+ database server.
+ </para>
+ </sect1>
+
+ <sect1 id="new-database">
+ <title>
+ Creating a New Database File
+ </title>
+
+ <procedure>
+ <step>
+ <para>
+ Run &kexi;, or if it is already running, use
+ <menuchoice>
+ <shortcut>
+ <keycombo action="simul">&Ctrl;<keycap>N</keycap></keycombo>
+ </shortcut>
+ <guimenu>File</guimenu><guimenuitem>New</guimenuitem>
+ </menuchoice>.
+ </para>
+ </step>
+ <step>
+ <para>
+ Click the <guibutton>OK</guibutton> to confirm the
+ creation of the project.
+ </para>
+ </step>
+ <step>
+ <para>
+ Enter a name for your project, and click <guibutton>Next</guibutton>.
+ </para>
+ </step>
+ <step>
+ <para>
+ Use the file browser to choose a folder where you would
+ like to save your database file. You may change the file
+ name in the <guilabel>Location:</guilabel> box if you dislike
+ the one that is suggested.
+ </para>
+ </step>
+ <step>
+ <para>
+ Click <guibutton>Create</guibutton>.
+ </para>
+ </step>
+ </procedure>
+ </sect1>
+
+ <sect1 id="main-window">
+ <title>
+ The &kexi; Main Window
+ </title>
+ <para>
+ The <guilabel>Project Navigator</guilabel> and
+ <guilabel>Properties Editor</guilabel> are shown in panes on
+ each side of the child window. These can be resized or hidden
+ as required. A pane can be hidden by clicking the small cross
+ at the top of the pane (just below the toolbar).
+ </para>
+ <para>
+ Database objects (tables, queries, etc.) listed in the <guilabel>Project
+ Navigator</guilabel> can opened by clicking (or
+ double-clicking, depending upon your global &kde; settings) on their names.
+ </para>
+
+<sect2 id="main-application-elements">
+<title>
+Main application elements
+</title>
+<!--
+<br><img src="img/04_06_00_main_window.png">
+<br>Kexi's main window<br><br>
+-->
+<itemizedlist>
+<title>
+Main elements of &kexi; application's window are:
+</title>
+<listitem>
+<para><emphasis>Menubar</emphasis></para>
+<para>
+contains available commands for the application.
+You will find detailed description of any of the commands in the appendix.
+<!-- @todo: point to the appendix (link) -->
+</para>
+</listitem>
+<listitem>
+<para><emphasis>Toolbar</emphasis></para>
+<para>
+contains most frequently used commands.
+</para>
+</listitem>
+
+<listitem>
+<!-- @todo: link to the various chapters from the listitems -->
+<para><emphasis><guilabel>Project Navigator</guilabel>'s pane</emphasis></para>
+<para>
+contains a list of any object (tables, queries, forms, ...) created
+within the currently opened database project. The navigator also contains
+small toolbar with most usable commands related to the database objects.
+</para>
+</listitem>
+
+<listitem>
+<para><emphasis><guilabel>Opened database objects</guilabel> area</emphasis></para>
+<para>
+a central area of the application taking most of the screen space.
+For IDEAl user interface mode it contains switchable tabs with
+windows that are always maximized. For Childframe user interface
+mode it contains floating windows.
+</para>
+</listitem>
+
+<listitem>
+<para><emphasis><guilabel>Properties</guilabel> pane</emphasis></para>
+<para>
+contains a list of properties of currently activated database object.
+For certain objects (&eg; form's widgets) it can have several tabs.
+</para>
+</listitem>
+
+<listitem>
+<para><emphasis>Taskbar</emphasis></para>
+<para>
+contains a list of currently opened windows with database objects.
+For IDEAl user interface mode, it is available as a number of tabs.
+For Childframe user interface mode, it is available as a number of
+buttons, behaving just like your operating system's taskbar.
+</para>
+</listitem>
+
+</itemizedlist>
+
+<sect3 id="project-navigator-pane">
+<title><guilabel>Project Navigator</guilabel> pane</title>
+<para>
+The <guilabel>Project Navigator</guilabel> pane is one of the most frequently used elements
+of the &kexi; main window. The pane contains a list of all objects
+created within the currently opened &kexi; database project. The objects
+are split into groups: tables, queries, forms.
+</para>
+<para id="project-navigator-pane-toolbar">
+The <guilabel>Project Navigator</guilabel> pane also contains a <emphasis>small toolbar for most
+frequently used commands</emphasis> (from left to right): <guilabel>Open
+selected object</guilabel>, <guilabel>Design selected object</guilabel>,
+<guilabel>Create a new object</guilabel>, and <guilabel>Delete selected
+object</guilabel>.
+<!--
+<img src="img/04_06_01_nav_mini_toolbar.png">
+<br>A toolbar in the Project Navigator pane<br><br>
+-->
+</para>
+<para>
+For each object on the list a context menu is available using the &RMB;.
+For example, this is context menu for the <emphasis>persons</emphasis> table.
+<!--
+ <br><img src="img/04_06_01_context_menu.png">
+ <br>Project Navigator pane's context menu<br><br>
+-->
+
+<!-- TODO Commands of this menu is documented in <appendix>
+
+See also a list of available shortcuts in <a href=
+"ab_00_00_shortcuts.html#nav_panel">Appendix B.2. Project Navigator
+pane <! - - TODO (js) APPENDIX number - - ></a> .
+
+-->
+</para>
+
+<para>
+Double clicking with the &LMB; on the object's name on the list allows to
+open the object in Data View. If the object's window was alread opened,
+the action just activates the window without switching it's view mode.
+</para>
+<para>
+Note that your operating system or window manager can be set up to handle
+single clicks instead of double clicks. In this case it is enough to single
+click on the object name to open its window.
+<!-- TODO (js) but then how to select an object without opening it? -->
+</para>
+
+</sect3>
+
+<sect3 id="database-object-windows">
+<title>Database object windows</title>
+
+<orderedlist>
+<title>Opening an object's window</title>
+<listitem>
+<para>
+Select the object in the <link linkend="project-navigator-pane">Project Navigator
+pane</link>.
+</para>
+</listitem>
+<listitem>
+<para>
+<!-- <img src="icons/edit.png" class="icon"> -->
+Click the <guibutton>Open</guibutton> button on the <link
+linkend="project-navigator-pane-toolbar">Project Navigator pane's toolbar</link>.
+</para>
+</listitem>
+</orderedlist>
+
+<itemizedlist>
+<title>Commands related to object windows</title>
+<listitem><para><emphasis>Closing an object window</emphasis></para>
+<para>
+When the IDEAl user interface mode (the default) is used, each window has
+its own tab. Place the mouse pointer on the icon on the tab. A
+<!-- <img src="fileclose.png" class="icon"> --> <guibutton>Close</guibutton> button will become
+visible. Click it to close the tab.
+</para>
+<para>
+In the Childframe on the right hand of each opened window there are
+buttons you can use to control the window. Click the first one on the
+right hand to close the window.
+</para>
+<para>
+Alternatively, regardless of the user interface mode you are using,
+you can select <menuchoice><guimenu>Window</guimenu>
+<guimenuitem>Close</guimenuitem></menuchoice> from the Menubar.
+</para>
+</listitem>
+<listitem><para><emphasis>Window buttons for Childframe user interface
+mode</emphasis></para>
+<!--
+<para>
+<br><img src="img/04_06_02_window_buttons.png">
+<br>Window's buttons<br><br>
+</para>
+-->
+<para>
+The other buttons (from right to left) can be used to: maximize, minimize
+and undock the window.
+</para>
+<para>
+There's a small icon on the left side of the title bar which can be clicked
+to show a context menu with commands related to the window.
+</para>
+<!--
+<para>See also Docking and undocking of the windows.</para>
+-->
+</listitem>
+</itemizedlist>
+
+</sect3>
+
+<sect3 id="property-editor-pane">
+<title><guilabel>Property Editor</guilabel> pane</title>
+<para>
+In the <guilabel>Property Editor</guilabel> pane you can change properties of the object
+displayed in the active window. Depending on the context, the pane is
+consisted of one or more tabs. The first, always visible tab, Properties,
+contains the list of available properties.
+</para>
+<!--
+<para>
+<img src="img/04_06_03_prop_panel.png">
+<br>Property Editor<br><br>
+</para>
+-->
+<itemizedlist>
+<title>Rules for using the Property Editor:</title>
+<listitem>
+<para>Each row contains a single property.</para>
+</listitem>
+<listitem>
+<para>You can use the mouse or the keyboard to change values of particular
+properties.</para>
+</listitem>
+<listitem>
+<itemizedlist>
+<title>Most frequently used types of property values are:</title>
+<listitem>
+<para><emphasis>a number;</emphasis> you can enter the value directly
+or increase or decrease its value by clicking with the &LMB; on the arrows.
+<!-- <img src="img/04_06_03_prop_arrows.png" class="icon"> -->
+</para>
+</listitem>
+<listitem><para>text</para></listitem>
+<listitem><para>drop down list of values</para></listitem>
+<listitem><para><emphasis>Yes/No;</emphasis>
+you can toggle the value by clicking on the button;
+<guibutton>Yes</guibutton> (<emphasis>true</emphasis>) means that the button is
+toggled on, <guibutton>>No</guibutton> (<emphasis>false</emphasis>) means that
+the button is toggled off.
+<!-- see the above figure -->
+</para>
+</listitem>
+</itemizedlist>
+</listitem>
+<listitem><para>
+There is no need to confirm a changed value: changes are visible immediately
+after moving to a different row of the Property Editor's list or by pressing
+the <keycombo><keycap>Enter</keycap></keycombo> key.
+</para></listitem>
+<listitem>
+<para>
+Names of the recently changed properties that not yet were stored in the
+database are marked with bold text.
+</para>
+</listitem>
+<listitem>
+<para>
+After changing the value of a property, a special <guibutton>Undo changes</guibutton>
+button appears on the right side of the Property Editor's list.
+<!-- <img src="img/04_06_03_prop_undo.png" class="icon"> -->
+By clicking it you can revert the value of the property to the original value
+that was loaded from the database upon opening the database object. The button
+is only visible when the property is actually highlighted.
+</para>
+</listitem>
+</itemizedlist>
+
+<itemizedlist>
+<title>The Property Editor pane is empty if:</title>
+<listitem><para>no single database object's window is opened, or</para>
+</listitem>
+<listitem><para>
+the active database object's window does not offer properties; it is usually
+the case when it is opened in Data View instead of Design View
+</para>
+</listitem>
+</itemizedlist>
+
+<!--
+<para>
+See also the list of keyboard shortcuts available for the Property Editor
+pane in appendix Property Editor pane.
+</para>
+-->
+
+</sect3>
+
+</sect2>
+
+ </sect1>
+
+ <sect1 id="project-opening">
+ <title>
+ Opening an existing &kexi; database file
+ </title>
+ <itemizedlist>
+ <title>
+ To open an existing &kexi; database file:
+ </title>
+ <listitem><para>
+ select it in the <guilabel>Open Existing Project</guilabel>
+ dialog; or
+ </para></listitem>
+ <listitem><para>
+ open it by clicking on the .kexi file icon.
+ </para></listitem>
+ </itemizedlist>
+
+ <sect2 id="window-open-existing">
+ <title>
+ Opening a database file in the <guilabel>Open Existing
+ Project</guilabel> dialog
+ </title>
+ <itemizedlist>
+ <listitem><para>
+ Run &kexi;. <!--(see <a href="04_02_00_running_kexi.html">Running Kexi</a>).-->
+ You should see <guilabel>Choose Project</guilabel> startup dialog.
+ Choose <guilabel>Open Existing Project</guilabel> tab.
+ You will see the following dialog:
+ <!-- image: <img src="img/04_04_01_startup_open_existing.png"> -->
+ </para></listitem>
+ <listitem><para>
+ From <guilabel>Current location</guilabel> drop down box, pick a folder
+ containing a file you are looking for.
+ </para></listitem>
+ <listitem><para>
+ You can either pick a file or enter its name in the
+ <guilabel>Location:</guilabel> box.
+ </para></listitem>
+ <listitem><para>
+ Click <guibutton>OK</guibutton>.
+ </para></listitem>
+ </itemizedlist>
+
+ <sect3 id="open-existing-notes">
+ <title>
+ Notes
+ </title>
+ <itemizedlist>
+ <listitem><para>
+ By default the <guilabel>Filter:</guilabel> drop down list has
+ <guilabel>Kexi Database File-Based Project</guilabel> selected.
+ In case the file you are looking for has an other extension,
+ you can change the selection of the <guilabel>Filter:</guilabel>
+ drop down list to <guilabel>All Files</guilabel> to display
+ all available files (regardless of an extension).
+ </para></listitem>
+ <listitem><para>
+ If you have selected a file of an external type, like a MS Access .mdb
+ file, &kexi; will provide you with the option to import the file.
+<!-- todo an advice to read "importing" chapter will be placed here -->
+ </para></listitem>
+ <listitem><para>
+ If you have selected a <emphasis>connection data</emphasis> file
+ (with .kexic extension) or a <emphasis>shortcut to a project on
+ database server</emphasis> file (with .kexis extension), &kexi;
+ will display appropriate dialogs.
+ </para></listitem>
+ </itemizedlist>
+ </sect3>
+ </sect2>
+
+ <sect2 id="open-icon">
+ <title>
+ Opening an existing &kexi; database file by clicking on .kexi file's icon
+ </title>
+ <para>
+ Click file's icon using your file manager or desktop.
+ &kexi; will open this database project automatically.
+ </para>
+<!-- <img src="icons/mime-kexiproject_sqlite.png" class="icon"/> -->
+ <sect3 id="open-icon-notes">
+ <title>
+ Notes
+ </title>
+ <para>
+ <emphasis>Note about database files accessed remotely.</emphasis>
+ You may want to open a database file that is located on a remote
+ source (&eg; a web or FTP server or a MS Windows network share).
+ K Desktop Environment allows you to open files from remote sources
+ directly in applications and to save changes back to the source, but
+ this is not the case with database files. By clicking on a database
+ file located on a remote source, a copy of the file will be
+ downloaded to a temporary directory on your computer and all your
+ changes will be made to this local file. The remote original of
+ the file will remain unchanged, so it's recommended to copy
+ (download) the file to your computer first, then open the file and
+ copy it back to the remote source if you want to make it up to date.
+ </para>
+ </sect3>
+ </sect2>
+ </sect1>
+
+ <sect1 id="using-help">
+ <title>
+ Using built-in help
+ </title>
+ <itemizedlist>
+ <title>
+ The following ways to get built-in help in &kexi; are available:
+ </title>
+ <listitem>
+ <para><emphasis>The Handbook in form of electronic document.</emphasis></para>
+ <para>
+ The Handbook is available by pressing <keycombo><keycap>F1</keycap></keycombo>
+ key or selecting <menuchoice><guimenu>Help</guimenu><guimenuitem>&kexi;
+ Handbook</guimenuitem></menuchoice> from the menubar.
+ </para>
+ </listitem>
+ <listitem>
+ <para><emphasis>What's This? hints.</emphasis></para>
+ <para>
+ Select <menuchoice><guimenu>Help</guimenu><guimenuitem>What's
+ This?</guimenuitem></menuchoice>from the menu bar and click on
+ an area of the application to get hints about it.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </sect1>
+
+</chapter>