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Documentation
Archived - OSNIUM
How to setup Osnium
Installing SQL
Installing Microsoft SQL Server 2008 R2 - Express Edition
Installing Microsoft SQL Server 2012 Express
Installing Microsoft SQL Server 2014 Express
Installing Microsoft SQL Server 2017 Express
Installing Osnium
Installing Osnium For The First Time
Installing Osnium on additional computers/workstations
Upgrading to a new version through Osnium
Client, Child/Dependent, and Abuser Options
Change Type
Merge Clients
Duplicate Watcher
How to Upgrade Microsoft SQL Express to Microsoft SQL Standard [Edition Upgrade] 2008 - 2019
Working with Victimizations
Understanding Main Victimization
Working with Services
Linking a Service to a Victimization
How to create a Group Service
Working with Stays/HUD
Admitting a client into shelter
HUD - Project Entry/Update/Annual Assessment/Exit
How to add your HUD CoC Code
How to add your HUD Geocode
Working with Hotline Calls
How to link a Hotline Call to an Existing Client
How to Convert a Call to Client Record
How to create Surveys
How to create surveys
How to create Task Alerts
Filtering List Views
How to Access List Views
How to Search
How to Export Lists
How to apply a date filter
How to apply a number filter
How to apply a text filter
How to group by a column
How to Add/Remove a column
How to apply multiple column sorts
How to show footer summaries
Data Validation
"Find Panel" vs "Full Text Search"
Administrative Functions
Setting up your Agency
General Information
How to set up Project Locations for HUD
Staff/User Accounts
How to create a Staff/User Account
How to assign a Role
How to Reset a Password
How to enable logging in with Windows/Domain credentials
How to delete a Staff/User Account
How to set a Staff/User Account as In-Active
Model File (Layout File)
How to Import a Model File
How to Export a Model File
How to Distribute a Model File
How to add/delete/replace drop down values
How to restore a deleted record
Database Maintenance
How to back up your database through os-soft
How to backup your database using SQL Server Management Studio
How to restore a database using SQL Server Management Studio
How to restore/overwrite an existing database using SQL Server Management Studio
How to migrate the database from one server to another
How to set your upgrade permissions
How to recreate or create a new configuration file
How to create or clear a Required Field
How to create or clear an Initial Value
Miscellaneous
How to Change your Database Font Size
How to Change your Database Theme
How to start a screen share with Osnium Support
How to find your Site ID, Software Version, Database Name, and Server Name
Save and Copy Feature
Save and New Feature
Reports
Types of Reports
Flex Reports
Display Reports
How to run a Report
What is a Blackout Date
What is "New" vs. "Returning"
What is a "Unique Count"
How to use parameters on reports
Import/Export Reports
How to Import a Report
How to Export a Report
How to Export a Report to PDF or other
Troubleshooting Frequent Osnium Errors
Unable to connect to server: A network-related or instance specific error occurred ERROR 40
Tips to improve performance in Osnium
How to adjust Font Size
How to connect to Osnium through a VPN
OSNIUM
OSNIUM Setup
1. SQL Server Setup
I. Microsoft SQL Server Installation
II. SQL Server Management Studio Installation
III. Windows Firewall Configuration
IV. SQL Server Configuration Manager - TCP Port Configuration
How to - Upgrade Microsoft SQL Express to Microsoft SQL Standard
2. OSNIUM Application Installation
A) Initial OSNIUM Installation
B) Subsequent Osnium Installations
C) Upgrading OSNIUM
3. Staff/User Accounts Setup
4. Organization/Agency Setup
5. Remote OSNIUM Deployment
6. Accessing OSNIUM on a Apple Macintosh Laptop/Workstation
1. How to use a Apple Mac to connect to a Windows PC workstation/server with OSNIUM installed
OSNIUM Modules
1. Working with Client, Child/Dependents and Alleged Abusers
Change Type
Merge Clients
Duplicate Watcher
2. Working with Victimizations
Victimizations - Overview
Understanding Main Victimization
3. Working with Program Enrollment
Program Enrollment - Overview
4. Working with Services
Services - Overview
Linking a Service to a Victimization
Create a Group Service - Scheduler
Create a Group Service - List
5. Working with Stays/HUD
Stays
Stays - Overview
Admitting a client into shelter
Discharging a client from a shelter
Stay Records without a linked person (Client or Child/Dependent)
HUD
HUD - Project Entry/Update/Annual Assessment/Exit
HUD - How to add your HUD CoC Code
HUD - How to add your HUD Geocode
HUD - How to create a new HUDProject Location
HUD - How to add a Federal Date Range
HUD - Selecting an RRHSub Type
6. Working with Partially/Not Served
Partially/Not Served - Overview
7. Working with Financial Assistance
Financial Assistance - Overview
8. Working with Protection Orders
Protection Orders - Overview
9. Working with Hotline Calls
Hotline Calls - Overview
How to link a Hotline Call to an Existing Client
How to Convert a Call to Client Record
10. Working with File Attachments
File Attachments - Overview
11. Working with Staff Activities
Outreach - Overview
Administrative Time - Overview
Volunteer Time - Overview
Training Time - Overview
12. Working with Tasks
How to create Tasks
OSNIUM User Functions
Filtering List Views
How to Access List Views
How to Search
How to Export Lists
How to apply a date filter
How to apply a number filter
How to apply a text filter
How to apply a checkbox filter
How to group by a column
How to Add/Remove a column
How to apply multiple column sorts
How to show footer summaries
Data Validation
"Find Panel" vs "Full Text Search"
How to Change you Database Font Size
How to Change you Database Theme
How to use the Audit Trail
Save and Copy Feature
Save and New Feature
OSNIUM Administrative Functions
1. OSNIUM Database Maintenance
I. How to backup the OSNIUM database using SQL Server Management Studio
II. How to back up the OSNIUM database using OSNIUM
III. How to restore the OSNIUM database using SQL Server Management Studio
IV. How to restore/overwrite the OSNIUM database using SQL Server Management Studio
V. How to migrate the OSNIUM database from one server to another
2. OSNIUM Model File
I. How to Import a Model File
II. How to Export a Model File
III. How to Distribute a Model File
3. Staff/User Accounts
I. How to Create a Staff/User Account
II. How to Reset the Password for Staff/User Account
III. How New Agencies can Enable Access to OSNIUM by Utilizing Windows/Domain Credentials
IV. How Existing Agencies can Enable Access to OSNIUM by Utilizing Windows/Domain Credentials
V. How to Delete a Staff/User Account
VI. How to set a Staff/User Account as In-active or Locked
VII. How to set your upgrade permissions
VIII. How to update a role for a Staff/User Account
4. Shelter/Agency General Information Setup
5. Surveys in Osnium
How to import a Survey
How to create Survey
How to add/delete/replace drop down values
How to restore a deleted record
How to create or clear a Required Field
How to create or clear an Initial Value
OSNIUM Reports
1. Importing/Exporting Reports
How to Import a Display, Flex, and Spreadsheet/Funder Report
How to Export a Display, Flex, and Spreadsheet/Funder Report
How to Export a Display, Flex, and Spreadsheet/Funder Report in .PDF, .DOCX .CSV, .XLS format(s).
2. Types of Reports
Display Reports
Flex Reports
Funder/Spreadsheet Reports
3. Blackout Date
OSNIUM Support
1. Requesting Support: Submit a Ticket
2. How to view and identify your Site ID & Product Version.
3. ScreenConnect: OSNIUM Remote Support Software Screen Sharing
4. Improve Performance in OSNIUM
Upgrading to SQL Standard Edition
Upgrading to SSD Storage
Re-index/Re-organize Database Tables
SQL Server Memory Allocation
5. Common OSNIUM Errors/Issues/Tasks
"Deleting a Staff Profile" vs "Making a Staff Profile inactive"
Deleting a Staff Profile
Marking a Staff Profile inactive
Filtering selection lists and Flex Reports for active staff.
I. Unable to connect to server
II. Connecting to OSNIUM using an IP Address (VPN)
III. How to refresh your configuration file (Download)
IV. How to review your configuration file (Manual)
V. How to Determine your SQL Server Installation
VI. How to check your database size
Stay Records without a linked person (Client or Child/Dependent)
HUD - Higher than expected number of clients on the HUD Report.
HUD - Q23D doesn't equal Q23C
OSNIUM: Coalition
Accessing a module
Creating, Saving and Deleting Records
Basic list view functionality
How to show footer summaries
How to apply multiple column sorts
How to group by a column
How to apply a date filter
How to Export Lists
How to Search
Entering Data
Adding, Modifying and Deleting Values
Drop-Down: Adding Values
Drop-Down: Modifying Values
Drop-Down: Deleting Values
Check-All-That-Apply: Adding Values
Check-All-That-Apply: Modifying Values
Check-All-That-Apply: Archiving (Deleting) Values
Reporting Basics
Model File (Layout File)
How to Import a Model File
How to Export a Model File
How to Distribute a Model File
Portal
Archived - OSNIUM
TOPICS IN THIS SECTION
How to setup Osnium
Client, Child/Dependent, and Abuser Options
How to Upgrade Microsoft SQL Express to Microsoft SQL Standard [Edition Upgrade] 2008 - 2019
Working with Victimizations
Working with Services
Working with Stays/HUD
Working with Hotline Calls
How to create Surveys
How to create Task Alerts
Filtering List Views
Administrative Functions
Miscellaneous
Reports
Troubleshooting Frequent Osnium Errors
