Description of the Sub-Menu Profile Groups - Revision history

Patrick at 05:18, 18 October 2013

2013-10-18T05:18:33Z

← Older revision		Revision as of 05:18, 18 October 2013
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-	~~The~~ left hand ~~part~~ of the ~~Profile Group~~ window allows the administrator to ~~search for a~~ Profile ~~Group by its profile name; the full profile name is not necessary~~. The ~~administrator can enter some characters and the~~ search ~~function returns all~~ the ~~entries that contains~~ the ~~entered characters~~. The ~~search~~ results are ~~listed under the '''Search''' button~~. ~~After~~ a ~~search,~~ the ~~search button is greyed out until~~ the ~~search criterion is modified. If the administrator selects an~~ entry in the ~~search result, the profile is automatically selected in the Profiles table~~.	+	On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Profile Groups based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.


	The Profile Group table consist of a list of all defined Profile Groups. The contents of this list is sorted in alphabetical order. The order cannot be modified.		The Profile Group table consist of a list of all defined Profile Groups. The contents of this list is sorted in alphabetical order. The order cannot be modified.
-
-	~~The properties of a profile consist of:~~
-	* the profile name
-	* the main and additional profiles


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	=== Adding a Profile Group ===		=== Adding a Profile Group ===

-	~~To create a new profile~~, ~~the administrator can click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. ~~The~~ Profile Group window ~~appears as shown in the following example:~~	+	In the '''Profile Groups''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Profile Group. When it is clicked, the '''Profile Group''' creation window opens, it allows to define all related information.


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-	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. The service model profile table contains the service models that have been imported and made available for the version.	+	The properties of a profile consist of the profile name and the main and additional profiles. The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. The service model profile table contains the service models that have been imported and made available for the version.
		+

	Within the displayed table the administrator can select profiles from each type to set as part of the group. Those settings are separated into two categories:		Within the displayed table the administrator can select profiles from each type to set as part of the group. Those settings are separated into two categories:
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	* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version.		* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version.

-	Selecting a Profile for each type done by clicking on the edit button in the fourth column of the table. Based on the Profile type being selected, the corresponding list of defined Profiles is displayed and the administrator can select the appropriate one. Once all Profiles have been provided, validating the window saves the new Profile Group.

		+	Selecting a Profile for each type is done by clicking on the edit button in the fourth column of the table. Based on the Profile type being selected, the corresponding list of defined Profiles is displayed and the administrator can select the appropriate one. Once all Profiles have been provided, validating the window saves the new Profile Group.

-	[[File:MSM-Profiles-Profile-Groups-Edit-Select.png\|center~~\|600x400px~~]]	+
		+	[[File:MSM-Profiles-Profile-Groups-Edit-Select.png\|center]]


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-	Once all ~~the~~ information ~~provided to define~~ the Profile Group, validating the window ~~will save it in Metis Smart Suite~~.	+	{{Note
		+	\| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
		+
		+
		+	Once all related mandatory and optional information have been set, the new Profile Group can be saved by validating the '''Profile Group''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+
		+

	=== Creating a Duplicate Profile Group ===		=== Creating a Duplicate Profile Group ===
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	By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.		By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.

-	~~The administrator can then define the properties of the new profile (i.e. the linked Profiles).~~

-	Once all ~~the~~ information ~~provided to define~~ the Profile Group, validating the window ~~will save it in Metis Smart Suite~~.	+	Once all related mandatory and optional information have been set, the new Profile Group can be saved by validating the '''Profile Group''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+


	=== Editing a Profile Group ===		=== Editing a Profile Group ===

-	~~Selecting a profile and clicking on~~ the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] ~~displays~~ the properties of the ~~profile, as shown in~~ the ~~following example:~~	+	In the '''Profile Groups''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Profile Group. Selecting a Profile Group and clicking on it opens the '''Profile Group''' edition window where all related properties and information can be edited.


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-	~~If the administrator does not have~~ the ~~right~~ to ~~edit~~ the ~~properties~~ of a ~~profile (i~~.e. ~~presence~~ of ~~a padlock icon), a pop-up~~ window ~~appears~~.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Profile Group. Modifications applied to the selected Profile Group will only be saved once the Profile Group edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.

-	~~The administrator can edit the profile name and the linked Profiles.~~

-	~~Once all~~ the ~~information provided~~ to ~~define~~ the ~~Profile Group~~, ~~validating the~~ window ~~will save it in Metis Smart Suite~~.	+	If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears.
		+


	=== Deleting a Profile Group ===		=== Deleting a Profile Group ===

-	~~The administrator can delete a profile by selecting it first and then clicking on~~ the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]]. ~~A confirmation window appears as shown in~~ the following ~~example:~~	+	In the '''Profile Groups''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Profile Group. Selecting a Profile Group and clicking on it displays the following confirmation window.


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-	~~To delete~~ the ~~profile~~, ~~click on~~ the ~~''Yes'' button~~.	+	Once the warning is confirmed, the selected Profile Group is removed from Metis Smart Suite and deleted from the Metis Database.


	{{Note		{{Note
	\| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.		\| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.
-	}}
-
-
-	~~{{Note~~
-	~~\| The administrator cannot select several profiles at the same time.~~
	}}		}}

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	=== Previewing a Profile Group ===		=== Previewing a Profile Group ===

-	~~Selecting a profile and clicking on~~ the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] ~~displays~~ the properties of the ~~profile, as shown~~ in the ~~following example:~~	+	In the '''Profile Groups''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Profile Group. Selecting a Profile Group from the list and clicking on it opens the '''Profile Group''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Profile Group.


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-	~~The~~ properties ~~are~~ not ~~editable~~.	+	{{Note
		+	\| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
		+	}}

Patrick: /* Adding a Profile Group */

2013-08-06T13:11:22Z

Adding a Profile Group

← Older revision		Revision as of 13:11, 6 August 2013
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-	~~In the fourth column of the table, an eye is displayed on profile lines where a Profile has been selected~~. ~~This allows the user to preview the content of the selected profile~~. ~~For example, for the System Profile it displays the list of Systems, SubSystems and System Groups authorized in this~~ Profile.	+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f3/VID_CreatingAProfileGroup.png'>File:Creating_a_Profile_Group_OK.mp4</mediaplayer>
		+	\| Creating a Profile Group.
		+	}}


-	~~Once all~~ the ~~information provided to define~~ the Profile ~~Group~~, ~~validating~~ the ~~window will save~~ it in ~~Metis Smart Suite~~.	+	In the fourth column of the table, an eye is displayed on profile lines where a Profile has been selected. This allows the user to preview the content of the selected profile. For example, for the System Profile it displays the list of Systems, SubSystems and System Groups authorized in this Profile.


		+	Once all the information provided to define the Profile Group, validating the window will save it in Metis Smart Suite.

	=== Creating a Duplicate Profile Group ===		=== Creating a Duplicate Profile Group ===

Patrick at 13:54, 24 July 2013

2013-07-24T13:54:46Z

← Older revision		Revision as of 13:54, 24 July 2013
Line 44:		Line 44:


-	Once all the information provided to define the ~~Service Model~~ Profile, validating the window will save it in Metis Smart Suite.	+	In the fourth column of the table, an eye is displayed on profile lines where a Profile has been selected. This allows the user to preview the content of the selected profile. For example, for the System Profile it displays the list of Systems, SubSystems and System Groups authorized in this Profile.
		+
		+
		+	Once all the information provided to define the Profile Group, validating the window will save it in Metis Smart Suite.


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	=== Creating a Duplicate Profile Group ===		=== Creating a Duplicate Profile Group ===

-	To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The ~~Service Model~~ Profile window appears as shown in the following example:	+	To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The Profile Group window appears as shown in the following example:


-	[[File:~~MSM_Profiles_Service_Models_Edit~~.png\|center\|600x400px]]	+	[[File:MSM_Profiles_Profile_Groups_Edit.png\|center\|600x400px]]


	By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.		By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.

-	The administrator can then define the properties of the new profile (i.e. the ~~authorized service models~~).	+	The administrator can then define the properties of the new profile (i.e. the linked Profiles).

-	Once all the information provided to define the ~~Service Model~~ Profile, validating the window will save it in Metis Smart Suite.	+	Once all the information provided to define the Profile Group, validating the window will save it in Metis Smart Suite.


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-	[[File:~~MSM_Profiles_Service_Models_Edit~~.png\|center\|600x400px]]	+	[[File:MSM_Profiles_Profile_Groups_Edit.png\|center\|600x400px]]


	If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears.		If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears.

-	The administrator can edit the profile name and the ~~authorized service models~~.	+	The administrator can edit the profile name and the linked Profiles.

-	Once all the information provided to define the ~~Service Model~~ Profile, validating the window will save it in Metis Smart Suite.	+	Once all the information provided to define the Profile Group, validating the window will save it in Metis Smart Suite.


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-	[[File:~~MSM_Profiles_Service_Models_Delete~~.png\|center]]	+	[[File:MSM_Profiles_Profile_Groups_Delete.png\|center]]


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	{{Note		{{Note
	\| The administrator cannot select several profiles at the same time.		\| The administrator cannot select several profiles at the same time.
		+	}}
		+
		+
		+	{{Note
		+	\| Deleting a Profile Group will not delete the individual Profiles linked to it.
	}}		}}

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-	[[File:~~MSM_Profiles_Service_Models_Preview~~.png\|center\|600x400px]]	+	[[File:MSM_Profiles_Profile_Groups_Preview.png\|center\|600x400px]]


	The properties are not editable.		The properties are not editable.

Patrick at 13:48, 24 July 2013

2013-07-24T13:48:22Z

← Older revision		Revision as of 13:48, 24 July 2013
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	* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version.		* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version.

-	Selecting a Profile for each type done by clicking on the edit button	+	Selecting a Profile for each type done by clicking on the edit button in the fourth column of the table. Based on the Profile type being selected, the corresponding list of defined Profiles is displayed and the administrator can select the appropriate one. Once all Profiles have been provided, validating the window saves the new Profile Group.


	[[File:MSM-Profiles-Profile-Groups-Edit-Select.png\|center\|600x400px]]		[[File:MSM-Profiles-Profile-Groups-Edit-Select.png\|center\|600x400px]]
		+
		+
		+	{{Note
		+	\| Only one Profile can be selected for each Profile type within a group's main and additional profiles list.
		+	}}

Patrick at 13:32, 24 July 2013

2013-07-24T13:32:53Z

← Older revision		Revision as of 13:32, 24 July 2013
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-	~~Description~~ of the ~~different functionalities~~ and ~~their impact on~~ the ~~other windows/menus~~ of ~~Metis.~~	+	In Metis Smart Suite, Profile Groups are containers for a selection of all other Profile types. In the Profile Group menu, the administrator can define and manage the Profile Group which will be enabled for a group of users, as shown in the following example:

-	~~== Creating a Profil Group ==~~

-	~~== Modifying a Profil Group ==~~	+	[[File:MSM_Profiles_Profile_Groups.png\|center\|600x400px]]

-	== Deleting a ~~Profil~~ Group ==	+
		+	The Profile Groups defined in this menu can then be attributed at a version level to Metis Smart Quotes users.
		+
		+
		+	The left hand part of the Profile Group window allows the administrator to search for a Profile Group by its profile name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered characters. The search results are listed under the '''Search''' button. After a search, the search button is greyed out until the search criterion is modified. If the administrator selects an entry in the search result, the profile is automatically selected in the Profiles table.
		+
		+
		+	The Profile Group table consist of a list of all defined Profile Groups. The contents of this list is sorted in alphabetical order. The order cannot be modified.
		+
		+	The properties of a profile consist of:
		+	* the profile name
		+	* the main and additional profiles
		+
		+
		+
		+	=== Adding a Profile Group ===
		+
		+	To create a new profile, the administrator can click on the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Profile Group window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Profile_Groups_Add.png\|center\|600x400px]]
		+
		+
		+	The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. The service model profile table contains the service models that have been imported and made available for the version.
		+
		+	Within the displayed table the administrator can select profiles from each type to set as part of the group. Those settings are separated into two categories:
		+	* '''Main Profiles''' : The profiles linked here represent the default values for the group, i.e. the once on the parent version level.
		+	* '''Additional Profiles''' : The profiles linked here represent the values for the group based on the set of positions, hierarchies, models, price categories and variants imported within the version.
		+
		+	Selecting a Profile for each type done by clicking on the edit button
		+
		+
		+	[[File:MSM-Profiles-Profile-Groups-Edit-Select.png\|center\|600x400px]]
		+
		+
		+	Once all the information provided to define the Service Model Profile, validating the window will save it in Metis Smart Suite.
		+
		+
		+
		+	=== Creating a Duplicate Profile Group ===
		+
		+	To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]]. The Service Model Profile window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Service_Models_Edit.png\|center\|600x400px]]
		+
		+
		+	By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile.
		+
		+	The administrator can then define the properties of the new profile (i.e. the authorized service models).
		+
		+	Once all the information provided to define the Service Model Profile, validating the window will save it in Metis Smart Suite.
		+
		+
		+	=== Editing a Profile Group ===
		+
		+	Selecting a profile and clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] displays the properties of the profile, as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Service_Models_Edit.png\|center\|600x400px]]
		+
		+
		+	If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears.
		+
		+	The administrator can edit the profile name and the authorized service models.
		+
		+	Once all the information provided to define the Service Model Profile, validating the window will save it in Metis Smart Suite.
		+
		+
		+	=== Deleting a Profile Group ===
		+
		+	The administrator can delete a profile by selecting it first and then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]]. A confirmation window appears as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Service_Models_Delete.png\|center]]
		+
		+
		+	To delete the profile, click on the ''Yes'' button.
		+
		+
		+	{{Note
		+	\| Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears.
		+	}}
		+
		+
		+	{{Note
		+	\| The administrator cannot select several profiles at the same time.
		+	}}
		+
		+
		+
		+	=== Previewing a Profile Group ===
		+
		+	Selecting a profile and clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] displays the properties of the profile, as shown in the following example:
		+
		+
		+	[[File:MSM_Profiles_Service_Models_Preview.png\|center\|600x400px]]
		+
		+
		+	The properties are not editable.

Patrick at 07:44, 8 October 2012

2012-10-08T07:44:11Z

← Older revision		Revision as of 07:44, 8 October 2012
Line 1:		Line 1:
	Description of the different functionalities and their impact on the other windows/menus of Metis.		Description of the different functionalities and their impact on the other windows/menus of Metis.

-	=== Creating a Profil Group ===	+	== Creating a Profil Group ==

-	=== Modifying a Profil Group ===	+	== Modifying a Profil Group ==

-	=== Deleting a Profil Group ===	+	== Deleting a Profil Group ==

Patrick at 07:43, 8 October 2012

2012-10-08T07:43:37Z

← Older revision		Revision as of 07:43, 8 October 2012
Line 1:		Line 1:
	Description of the different functionalities and their impact on the other windows/menus of Metis.		Description of the different functionalities and their impact on the other windows/menus of Metis.
		+
		+	=== Creating a Profil Group ===
		+
		+	=== Modifying a Profil Group ===
		+
		+	=== Deleting a Profil Group ===

Ibrahim: Creation of the page

2011-02-13T19:57:05Z

Creation of the page

New page

Description of the different functionalities and their impact on the other windows/menus of Metis.