Difference between revisions of "Main Tab for Version 6.1"

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==About the Main Tab==
 
==About the Main Tab==
  
−
This '''PVP''' tab page, shown below, lets you set the most general properties of a project view.  
+
The Project-View Properties ('''PVP''') '''Main''' tab page, shown below, lets you set the most general properties of a project view.  
  
−
<center>[[File:P60-21_1_1-60-(1AA)-02202017.png]]</center>
+
<center>[[File:P61-21_1_1-61-(1)-11122018.png]]</center>
−
<!--<center>P60-21_1_1-60-(1AA)-02202017.png</center>-->
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<!--center>&lt;P61-21_1_1-61-(1)-11122018.png&gt;</center-->
  
 
Each of these properties is discussed below.
 
Each of these properties is discussed below.
  
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==General Properties==
+
==Main Control Group==
  
−
1) '''Title'''. The '''title''' that appears at the top of the graph area.
+
1) '''Title'''. The '''Title''' that appears at the top of the '''graph area'''.
  
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2) '''Start'''.  The '''start date''' of the timeline (it will be rounded down to the nearest multiple of '''time axis''' units).
+
:a) The information for the '''Title''' is taken from the '''OnePager choices''' form's '''Title of  New Project View''' type in window  as shown below:
  
−
3) '''End'''. The '''end date''' of the timeline.
+
<center>[[File:P61-21_1_1-61-(10)-11132018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(10)-11132018.png&gt;</center-->
  
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4) '''Author'''. The person’s name that can appear in a '''header or footer''' entry in the project view.
+
:b) For more information on the '''OnePager choices''' form, please see the article at: [[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]]. <!--3.0.1-61.-->
  
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==Color Palettes==
+
2) '''Author'''. The person’s name that can be made to appear in a '''header or footer''' entry in the project view.
  
−
5) '''Color palette for assignments'''. This control allows you to set the default '''color''' from a dropdown list.  
+
:a) The default '''Author''' is '''Anonymous'''.
  
−
:a) OnePager provides a wide variety of '''color palettes'''.  
+
:b) To change the '''Author''' select the contents of the window and type in the desired '''Author's name'''.
  
−
:b) You can add more palettes, change palettes, or delete unwanted palettes.
+
==The Corner==
  
−
6) '''Edit Color Palettes'''. This button brings up the '''Color Palette Editor''' form shown below.
+
1) '''The Corner''' refers to the sub-control group used to designate the use of the '''upper left''' and '''lower left corners''' of the project view.  The controls are shown below:
  
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<center>[[File:P52-21_1_1-(2)-06052015.png]]</center>
+
<center>[[File:P61-21_1_1-61-(5)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(5)-11122018.png&gt;</center-->
  
−
:a) This editor allows you to edit a particular '''color palette''' by adding, changing, and deleting individual colors.
+
2) The '''lower left corner''' of the project view becomes available when you specify that the '''Time Axis''' is to be displayed on the '''bottom''' of the project view.
  
−
:b) The '''File''' button provides additional palette manipulation functions as shown below:
+
3) These '''corners''' can be used to show the '''row/swimlane'''  headings (e.g., '''text columns''' and '''swimlane labels'''), the '''time axis''' unit '''labels''', or neither.
  
−
<center>[[File:P52-21_1_1-(3)-06052015.png]]</center>
+
4) For more information, please see these two articles: [[Labeling the Corner for OnePager Pro for Version 6.1 | Labeling the Corner for OnePager Pro]] <!--22.2.3-61--> and [[Labeling the Corner for OnePager Express for Version 6.1 | Labeling the Corner for OnePager Express]]. <!--22.2.4-61.-->
  
−
:c) The '''Edit''' button provides controls for manipulating the '''colors''' in the palette as shown below:
+
==Colors Control Group==
  
−
<center>[[File:P52-21_1_1-(4)-06052015.png]]</center>
+
3) This control group has three sub-groups:
  
−
7) For more information on the management and use of '''color''' and '''color palettes''' please see the article at the following link: [[Creating and Saving Color Palettes for Version 6.1 | Creating and Saving Color Palettes]] 25.0.1-61.
+
:a) For setting the properties for using '''color''' in the project view
  
−
==Time Axis==
+
:b) For establishing the properties of the '''chart's background'''
  
−
8) '''Time axis'''. The '''Time axis''' group has the controls that are shown and discussed below:
+
:c) For establishing the properties of '''borders, frames, and the time-cursor''' in the project view.
  
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<center>[[File:P60-21_1_1-60-(5)-02202017.png]]</center>
+
4) In the '''Palettes''' sub-control group the '''Default palette:''' control allows you to set the default '''color''' from a dropdown list as shown below.  
−
<!--<center>P60-21_1_1-60-(5)-02202017.png</center>-->
+
  
−
:a) '''Font'''. Provides access to the '''Font properties''' form for changing the common '''font''' for all text on the '''time axis'''.
+
<center>[[File:P61-21_1_1-61-(9)-11132018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(9)-11132018.png&gt;</center-->
  
−
:b) '''Time Axis Location'''. Determines whether the '''timeline''' annotation will be above the graph area, below the graph area, or both.
+
:a) OnePager provides a wide variety of '''color palettes'''.  
  
−
:c) '''Top axis and bottom axis heights'''. Controls the '''vertical size''' of the axis annotation.
+
:b) You can '''add''' more palettes, '''change''' palettes, or '''delete''' unwanted palettes.
  
−
===Configure Time Axis Button===
+
5) Clicking the '''Edit color palettes''' button accesses the '''Color Palette Editor''' form shown below.
  
−
:d) The '''Configure time axis''' button provides access to controls for the '''Top level''', '''Middle level''', and '''Bottom level''' of the '''time axis'''.  
+
<center>[[File:P61-21_1_1-61-(2)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(2)-11122018.png&gt;</center-->
  
−
<center>[[File:P52-21_1_1-(6)-06052015.png]]</center>
+
:a) This '''editor''' allows you to '''edit''' a particular '''color palette.
  
−
:e) The first three tabs (from right to left) have the following controls:
+
:b) The '''File''' button provides additional palette manipulation functions as shown below:
−
+
−
::i) '''Tic units'''. The interval at which annotation occurs along the '''time axis'''. These range from year down to seconds.
+
−
::ii) '''Label format'''. The detailed format for '''date/time''' annotation along the '''time axis'''.  These time formats are similar to those available in Microsoft Project.
+
−
::iii)'''Rotate labels 90 degrees'''. This control allow you to rotate the '''time axis labels''' so that they take up less horizontal space.
+
−
::iv) '''Label alignment'''. This controls the placement of the '''label''' in various positions relative to the '''tic marks'''.
+
  
−
===Fiscal Year and Week Representations===
+
<center>[[File:P61-21_1_1-61-(3)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(3)-11122018.png&gt;</center-->
  
−
9) OnePager supports '''fiscal year''' and '''fiscal week''' representations and the controls are discussed below:
+
:c) The '''Edit''' button provides controls for manipulating the '''colors''' in the palette as shown below:
  
−
:a) '''Use fiscal year checkbox'''. When checked, all dates will be in '''fiscal year''' format (See '''Advanced''' tab below).
+
<center>[[File:P61-21_1_1-61-(4)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(4)-11122018.png&gt;</center-->
  
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:b) '''Show gridlines checkbox'''. When checked, '''grid lines''' will be displayed between '''time axis date elements'''.
+
6) For more information on the management and use of '''color''' and '''color palettes''' please see the article at the following link: [[Creating and Saving Color Palettes for Version 6.1 | Creating and Saving Color Palettes]]. <!--25.0.1-61.-->
  
−
:c) '''Put lines between labels checkbox'''. When checked '''horizontal lines''' will be shown between '''time axis labels'''.
+
==Chart Background==
  
−
:d) '''Show level dropdown list'''. When clicked, the dropdown list allows you to select how many levels of '''time axis''' information to display.  A maximum of three '''date label levels''' can be displayed each controlled further by the first three tabs of the “'''Advanced time-axis features''' form.
+
1) This control group allows you to manage the project view's '''background colors''' and create '''striping''' highlights as shown below:
  
−
:e) '''Separate levels with horizontal lines'''. When checked '''horizontal lines''' will be shown between '''time axis levels'''.
+
<center>[[File:P61-21_1_1-61-(6)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(6)-11122018.png&gt;</center-->
  
−
:f) '''Repeat on all pages'''. When checked the '''time axis''' will be repeated on all pages of a '''multi-page''' output.
+
2) To show a '''phasing or transition''' of '''color''' across the '''background''', choose two colors to '''blend''' and choose the '''blending direction'''.
  
−
10) '''Advanced'''. This tab provides advanced features that apply to all three levels of the time axis.  
+
3) Alternatively, you can choose to have a '''single-color background''' by setting '''Color 1''' and '''Color 2''' to the same '''color''' selection.
  
−
<center>[[File:P52-21_1_1-(7)-06052015.png]]</center>
+
4) Additionally, this group allows '''Zebra-striping''' of '''rows and swimlanes'''.  Please see the article at this link for more information on '''Zebra-striping''':  [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 6.1 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.23.1-61--> and [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 6.1 | Zebra Striping for Rows and Swimlanes for OnePager Express]]. <!--12.24.1-61.-->
  
−
:a) '''Project start date end date'''.  This date window is used to display '''date labels''' that are relative to some fixed date (e.g., months from start of project). 
+
==Borders, Frame, and Tme-cursor Properties==
  
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::i) These two dates are originally set to the project view '''start and end dates''', but you can reset them to be different reference dates here.
+
1) Clicking this button accesses the '''Set line properties''' form that lets you customize the properties of various lines for:  
−
::ii) These dates may be changed to reflect desired '''start and end dates''' for the project view.
+
−
+
−
:b) '''First month of fiscal year'''. OnePager’s default first month of the '''fiscal year''' is set to January. You can change this to reflect the true starting month of your particular '''fiscal year'''.
+
  
−
:c) '''Use starting year for FY numbering checkbox'''. When checked, OnePager uses the starting calendar year to label the '''fiscal year'''.  Otherwise OnePager labels the '''fiscal year''' by the calendar year in which it '''ends'''.
+
:a) '''Row/Swimlane''' Borders,  
  
−
:d) '''First day of the week'''. OnePager’s default first day of the week is Monday. You can change this to reflect the desired day of the week to use in various '''week-centric labels'''.
+
:b) The '''Inner and Outer''' Frames (the rectangles that surround the Graph), and
  
−
:e) '''First week of the year'''. OnePager has three (3) options for defining the '''first week''' of the '''fiscal year''' as described in detail below.  Where the '''first week''' of the '''fiscal year''' contains:
+
:c) '''The Time Cursor'''.  
  
−
:::(1)  The first day of the '''fiscal year'''.
+
2) The form has five tabs as shown below:
−
:::(2) The first full week of the '''fiscal year'''.
+
−
:::(3)  The fourth (4th) day of the year in accordance with International Standards Organization ('''ISO''') 8601.
+
  
−
11) For more information on the management and use of the '''time axis''' see the article at the link that follows:  [[Modifying the Time Axis for Version 6.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-61.
+
<center>[[File:P61-21_1_1-61-(7)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(7)-11122018.png&gt;</center-->
  
−
==The Corner==
+
:a) The '''Swimlane Borders''' and '''Row Borders''' tabs have the same controls for '''Line color''', '''Line width''', '''Dash type''', and '''Border type'''.  These controls operate like similarly named controls found elsewhere in OnePager.
  
−
12) '''The Corner'''. This refers to the controls used to designate the use of the upper left and lower left corners of the project view.  The controls are shown below:
+
:b) The '''Time cursor''', '''Inner Frame''', and '''Outer Frame''' tabs have just the '''Line color''', '''Line width''', '''Dash type''' controls.
  
−
<center>[[File:P60-21_1_1-60-(8)-02202017.png]]</center>
+
3) The '''Set line properties''' form only '''sets the properties''' of these '''graphic elements'''. Although the '''Outer''' and '''Inner Frames''' are displayed, it is necessary to specifically turn '''ON''' the specific controls for '''Swimlane Borders''' and '''Row Borders''' as well as the '''Time Cursor'''.
−
<!--<center>P60-21_1_1-60-(8)-02202017.png</center>-->
+
  
−
:a) The lower left corner of the project view becomes available when you specify that the '''time axis''' is to be displayed on the bottom of the project view.
+
:a) To turn '''ON''' the '''Row''' and '''Swimlane Borders''', you need to go to the '''PVP''' form '''Rows/Swimlanes''' tab where these '''ON''' and '''OFF''' controls reside.  Please reference this article for more information: [[Rows/Swimlane Tab for Version 6.1 | Rows/Swimlane Tab]]. <!--21.2.1-61.-->
  
−
:b) These '''corners''' can be used to show the row/swimlane  headings (e.g., '''text columns''' and '''swimlane labels'''), the '''time axis''' unit '''labels''', or neither.
+
:b) To turn '''ON''' the '''Time cursor''', the controlling checkbox is located on the OnePager '''View''' ribbon tab in the '''Graphic elements''' group.  The '''Time cursor''' can also be turned '''ON''' by checking the '''Show time cursor''' checkbox in the '''Template''' and '''PVP''' form's '''Advanced''' tab.  Please reference these articles for more information: [[Advanced Tab for OnePager Pro for Version 6.1 | Advanced Tab for OnePager Pro]] <!--21.13.1-61--> and [[Advanced Tab for OnePager Express for Version 6.1 | Advanced Tab-OnePager Express]]. <!--21.14.1-61.-->
  
−
==Selection flag==
+
4) For clarity, these '''graphic elements''' are shown in the illustration below:
  
−
11) This control tells OnePager which field from the Microsoft Project or Excel '''source plan''' was used to control OnePager’s import of data.
+
<center>[[File:P61-21_1_1-61-(8)-11122018.png]]</center>
 +
<!--center>&lt;P61-21_1_1-61-(8)-11122018.png&gt;</center-->
  
−
:a) This window was on the '''PVP''' Advanced tab prior to version 6.1. 
+
==Selection flag==
  
−
:b) This window is provided for information purposes once the project view is created.
+
1) This control tells OnePager which field from the Microsoft Project or Excel '''source plan''' to use to control OnePager’s import of data.
  
−
13) In addition to the '''Selection flag''' window, the '''Main Tab''' also provides access to the '''Conditional Import Rules''' form for your information.  These two controls are shown in the illustration below:
+
2) Clicking the '''Select all tasks''' radio button causes OnePager to import '''all tasks''' when an '''Update of any kind''' is performed after the project view is created.
  
−
<center>[[File:P60-21_1_1-60-(9)-02202017.png]]</center>
+
3) Clicking the '''Select task with 'Yes' in field:''' radio button causes OnePager to import tasks using the '''field''' named in the dropdown menu window when an '''Update of any kind''' is performed after the project view is created.
−
<!--<center>P60-21_1_1-60-(9)-02202017.png</center>-->
+
  
−
14) As shown above, you can change the contents of the '''Selection flag''' window as well as change the contents of the '''Conditional Import Rules''' form once the project view is created.   
+
4) Clicking the '''Select tasks by custom filter''' radio button enables the '''Edit filter...''' button that access the '''Condition Import Rules''' feature of OnePager.  For more information please see the articles at: [[Conditional Import for Version 6.1 (Portal) | Conditional Import Filters (Portal)]]. <!--7.18.1-61.-->
  
−
15) These changes will be used to control the '''import process''' the '''next time''' you either create a '''NEW''' project view or '''UPDATE''' an existing project view.
+
5) The controls in this control group show the actions that were taken with respect to '''Task Selection''' when the project view was created.
  
 
==Related Links==
 
==Related Links==
  
−
[[Creating and Saving Color Palettes for Version 6.1 | Creating and Saving Color Palettes]] 25.0.1-61
+
[[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]] <!--3.0.1-61-->
 +
 
 +
[[Creating and Saving Color Palettes for Version 6.1 | Creating and Saving Color Palettes]] <!--25.0.1-61-->
 +
 
 +
[[Modifying the Time Axis for Version 6.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-61-->
 +
 
 +
[[Labeling the Corner for OnePager Pro for Version 6.1 | Labeling the Corner for OnePager Pro]] <!--22.2.3-61-->
 +
 
 +
[[Labeling the Corner for OnePager Express for Version 6.1 | Labeling the Corner for OnePager Express]] <!--22.2.4-61-->
 +
 
 +
[[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 6.1 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.23.1-61-->
 +
 
 +
[[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 6.1 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.1-61-->
 +
 
 +
[[Rows/Swimlane Tab for Version 6.1 | Rows/Swimlane Tab]] <!--21.2.1-61-->
 +
 
 +
[[Advanced Tab for OnePager Pro for Version 6.1 | Advanced Tab for OnePager Pro]] <!--21.13.1-61-->
 +
 
 +
[[Advanced Tab for OnePager Express for Version 6.1 | Advanced Tab-OnePager Express]] <!--21.14.1-61-->
  
−
[[Modifying the Time Axis for Version 6.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-61
+
[[Conditional Import for Version 6.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-61-->
  
 
(21.1.1-61)
 
(21.1.1-61)

Latest revision as of 12:00, 24 December 2018

About the Main Tab

The Project-View Properties (PVP) Main tab page, shown below, lets you set the most general properties of a project view.

P61-21 1 1-61-(1)-11122018.png

Each of these properties is discussed below.

Main Control Group

1) Title. The Title that appears at the top of the graph area.

a) The information for the Title is taken from the OnePager choices form's Title of New Project View type in window as shown below:
P61-21 1 1-61-(10)-11132018.png
b) For more information on the OnePager choices form, please see the article at: Getting Started (Portal).

2) Author. The person’s name that can be made to appear in a header or footer entry in the project view.

a) The default Author is Anonymous.
b) To change the Author select the contents of the window and type in the desired Author's name.

The Corner

1) The Corner refers to the sub-control group used to designate the use of the upper left and lower left corners of the project view. The controls are shown below:

P61-21 1 1-61-(5)-11122018.png

2) The lower left corner of the project view becomes available when you specify that the Time Axis is to be displayed on the bottom of the project view.

3) These corners can be used to show the row/swimlane headings (e.g., text columns and swimlane labels), the time axis unit labels, or neither.

4) For more information, please see these two articles: Labeling the Corner for OnePager Pro and Labeling the Corner for OnePager Express.

Colors Control Group

3) This control group has three sub-groups:

a) For setting the properties for using color in the project view
b) For establishing the properties of the chart's background
c) For establishing the properties of borders, frames, and the time-cursor in the project view.

4) In the Palettes sub-control group the Default palette: control allows you to set the default color from a dropdown list as shown below.

P61-21 1 1-61-(9)-11132018.png
a) OnePager provides a wide variety of color palettes.
b) You can add more palettes, change palettes, or delete unwanted palettes.

5) Clicking the Edit color palettes button accesses the Color Palette Editor form shown below.

P61-21 1 1-61-(2)-11122018.png
a) This editor allows you to edit a particular color palette.
b) The File button provides additional palette manipulation functions as shown below:
P61-21 1 1-61-(3)-11122018.png
c) The Edit button provides controls for manipulating the colors in the palette as shown below:
P61-21 1 1-61-(4)-11122018.png

6) For more information on the management and use of color and color palettes please see the article at the following link: Creating and Saving Color Palettes.

Chart Background

1) This control group allows you to manage the project view's background colors and create striping highlights as shown below:

P61-21 1 1-61-(6)-11122018.png

2) To show a phasing or transition of color across the background, choose two colors to blend and choose the blending direction.

3) Alternatively, you can choose to have a single-color background by setting Color 1 and Color 2 to the same color selection.

4) Additionally, this group allows Zebra-striping of rows and swimlanes. Please see the article at this link for more information on Zebra-striping: Zebra Striping for Rows and Swimlanes for OnePager Pro and Zebra Striping for Rows and Swimlanes for OnePager Express.

Borders, Frame, and Tme-cursor Properties

1) Clicking this button accesses the Set line properties form that lets you customize the properties of various lines for:

a) Row/Swimlane Borders,
b) The Inner and Outer Frames (the rectangles that surround the Graph), and
c) The Time Cursor.

2) The form has five tabs as shown below:

P61-21 1 1-61-(7)-11122018.png
a) The Swimlane Borders and Row Borders tabs have the same controls for Line color, Line width, Dash type, and Border type. These controls operate like similarly named controls found elsewhere in OnePager.
b) The Time cursor, Inner Frame, and Outer Frame tabs have just the Line color, Line width, Dash type controls.

3) The Set line properties form only sets the properties of these graphic elements. Although the Outer and Inner Frames are displayed, it is necessary to specifically turn ON the specific controls for Swimlane Borders and Row Borders as well as the Time Cursor.

a) To turn ON the Row and Swimlane Borders, you need to go to the PVP form Rows/Swimlanes tab where these ON and OFF controls reside. Please reference this article for more information: Rows/Swimlane Tab.
b) To turn ON the Time cursor, the controlling checkbox is located on the OnePager View ribbon tab in the Graphic elements group. The Time cursor can also be turned ON by checking the Show time cursor checkbox in the Template and PVP form's Advanced tab. Please reference these articles for more information: Advanced Tab for OnePager Pro and Advanced Tab-OnePager Express.

4) For clarity, these graphic elements are shown in the illustration below:

P61-21 1 1-61-(8)-11122018.png

Selection flag

1) This control tells OnePager which field from the Microsoft Project or Excel source plan to use to control OnePager’s import of data.

2) Clicking the Select all tasks radio button causes OnePager to import all tasks when an Update of any kind is performed after the project view is created.

3) Clicking the Select task with 'Yes' in field: radio button causes OnePager to import tasks using the field named in the dropdown menu window when an Update of any kind is performed after the project view is created.

4) Clicking the Select tasks by custom filter radio button enables the Edit filter... button that access the Condition Import Rules feature of OnePager. For more information please see the articles at: Conditional Import Filters (Portal).

5) The controls in this control group show the actions that were taken with respect to Task Selection when the project view was created.

Related Links

Getting Started (Portal)

Creating and Saving Color Palettes

Modifying the Time Axis (Portal)

Labeling the Corner for OnePager Pro

Labeling the Corner for OnePager Express

Zebra Striping for Rows and Swimlanes for OnePager Pro

Zebra Striping for Rows and Swimlanes for OnePager Express

Rows/Swimlane Tab

Advanced Tab for OnePager Pro

Advanced Tab-OnePager Express

Conditional Import Filters (Portal)

(21.1.1-61)

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