Description of the Sub-Menu SQL Management - Revision history

Patrick: /* Previewing an SQL Connection or Access */

2013-10-04T09:35:05Z

Previewing an SQL Connection or Access

← Older revision		Revision as of 09:35, 4 October 2013
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-	[[File:MSM-Data-Management-SQL-Access-Preview.png\|center~~\|600x400px~~]]	+	[[File:MSM-Data-Management-SQL-Access-Preview.png\|center]]

Patrick at 09:34, 4 October 2013

2013-10-04T09:34:42Z

Show changes

Patrick: /* Adding an SQL Connections */

2013-08-06T13:16:29Z

Adding an SQL Connections

← Older revision		Revision as of 13:16, 6 August 2013
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	* '''Authorized''' : The checkbox can be ticked to authorized data transfers to the selected selected database. Multiple checkboxes can be ticked.		* '''Authorized''' : The checkbox can be ticked to authorized data transfers to the selected selected database. Multiple checkboxes can be ticked.
	* '''Transfer to''' : The connection to which data transfer can be established. Ticking the checkbox of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.		* '''Transfer to''' : The connection to which data transfer can be established. Ticking the checkbox of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.
		+
		+
		+	{{Video
		+	\| <mediaplayer width='400' height='300' image='http://http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Enable_connection_to_other_databases_OK.mp4</mediaplayer>
		+	\| Enabling an SQL Connection to other databases.
		+	}}
		+


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	\| Ticking the checkbox of an SQL connection in the second section ONLY allows data transfer from the newly created connection to the ticked connection, not both ways. The user must edit both of the connections and tick the corresponding checkboxes for mutual data transfer.		\| Ticking the checkbox of an SQL connection in the second section ONLY allows data transfer from the newly created connection to the ticked connection, not both ways. The user must edit both of the connections and tick the corresponding checkboxes for mutual data transfer.
	}}		}}
-

	===Transfering an SQL Connection===		===Transfering an SQL Connection===

Patrick at 06:20, 31 July 2013

2013-07-31T06:20:48Z

← Older revision		Revision as of 06:20, 31 July 2013
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-	===Transferring an SQL Access===	+	===Transferring in SQL Access===

-	The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG\|link=]] allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''Transfer''' window ~~with~~ the ~~following options appearing in the window~~.	+	The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG\|link=]] allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''SQL Connection Transfer''' window. The function is the same previously described, as it refers to SQL Connections.


-	~~[Show screenshot of~~ the ~~transfer window]~~	+	{{Note
		+	\| Having this functionality in the SQL Access tab is intended to limit moving back and forth in the two tabs.
		+	}}

-	*From: A dropdown list of the connections to take data from
-	*To: A dropdown list of the connections to send data to

-	~~The following checkboxes are displayed and can be individually checked or the user can utilize the ''Select All \| None'' option found at the bottom.~~

-	*Systems	+	==Modifying an SQL Connection or Access==
-	*Models	+
-	*Hierarchies	+
-	*Attributes	+
-	*Price Categories	+
-	*Miscellaneous	+

-	~~'''Main Data'''~~	+	In both tabs, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] allows the user to edit an SQL Connection or Access.
-	*Versions	+
-	*Languages	+
-	*Rights	+
-	*Users	+

-	~~Once the choices have been made, the user must click~~ on the ~~transfer button at the bottom~~. ~~Once~~ the ~~button has been clicked~~, ~~a warning message is displayed explaining what will happen if~~ the ~~data transfer is carried out~~.	+	Selecting a connection or access and clicking on it opens the '''SQL Connection''' or '''SQL Access''' window. All the fields, dropdown lists and checkboxes that were available in the '''Add''' window are now editable here.

-	~~[screenshot of the warning button]~~

-	~~{{Note~~	+	[[File:MSM-Data-Management-SQL-Connections-Edit.png\|center\|600x400px]]
-	~~\| Only~~ SQL ~~connections that have been authorized to transfer data appear in the '''From''' dropdown list~~. ~~Authorization can be granted by editing a connection and ticking the appropriate checkbox.~~	+
-	}}	+


		+	The modifications will be stored once the window is validated.


		+	==Deleting an SQL Connection or Access==

-	=~~=Modifying~~ an SQL Connection or Access==	+	In both tabs, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] allows the user to delete an existing SQL Connection or Access. When deleting a connection or access, the following pop-up window appears:

-	~~The '''Edit''' button allows the user to edit the SQL connection or access.~~

-	~~Selecting a connection or access and clicking on '''Edit''' opens the '''~~SQL ~~Connection''' or '''SQL Access''' window. All the fields, dropdown lists and checkboxes that were available in the '''Add''' window are now editable here~~.	+	[[File:MSM-Data-Management-SQL-Connections-Del.png\|center]]


-	~~==Deleting an~~ SQL ~~Connection or~~ Access==	+	[[File:MSM-Data-Management-SQL-Access-Del.png\|center]]

-	~~The '''Delete''' button allows the user to delete an exisiting SQL connection or access.~~

-	~~When deleting a connection or access, the following pop-up window appears:~~

-	~~[Screen shots of~~ the ~~delete~~ connection or access ~~window]~~	+	The user must confirm the message before the connection or access can be deleted.

-	~~The user must confirm the message before the connection or address can be deleted.~~

		+	{{Note
		+	\| In each tab, multiple Connections or Access can be selected for deletion.
		+	}}


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	==Previewing an SQL Connection or Access==		==Previewing an SQL Connection or Access==

-	~~The '''~~Preview~~'''~~ button allows the user to see the properties of the selected SQL connection or access.	+	In both tabs, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] allows the user to see the properties of the selected SQL connection or access. Selecting an SQL connection and clicking on it opens the '''SQL Connection''' or '''SQL Access''' window where the properties are displayed.
		+
		+
		+	[[File:MSM-Data-Management-SQL-Access-Preview.png\|center\|600x400px]]

-	~~Selecting an SQL connection and clicking on the '''Preview''' button opens the '''SQL Connection''' or '''SQL Access''' window where the properties are displayed.~~

Patrick at 06:06, 31 July 2013

2013-07-31T06:06:51Z

← Older revision		Revision as of 06:06, 31 July 2013
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	===Transfering an SQL Connection===		===Transfering an SQL Connection===

-	The ~~'''~~Transfer~~'''~~ button allows the user to transfer data from one SQL connection to another. Selcting a connection and clicking on the button opens the '''Transfer''' window with the following options appearing in the window.	+	The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG\|link=]] allows the user to transfer data from one SQL connection to another. Selcting a connection and clicking on the button opens the '''Transfer''' window with the following options appearing in the window.


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-	===Maintenance on ~~defined~~ Databases ===	+	===Maintenance on Databases ===
		+
		+	The "Maintain" button [[File:MetisSmartModelingMaintainButton.PNG\|link=]] allows the administrator to set the selected database in maintenance mode. This disables all access to the selected database. Once clicked, a warning message asks for for confirmation on blocking access to the database.
		+
		+
		+	[[File:MSM-Data-Management-SQL-Connections-Maintain.png\|center]]
		+
		+
		+	Once validated, the selected database is shown in the list with a red cross in the leftmost column of the table. To enable back access to the database, the administrator should select it and click on the "Maintain" button [[File:MetisSmartModelingMaintainButton.PNG\|link=]] again. This will bring to the screen a warning message asking to confirm the operation.
		+
		+
		+	[[File:MSM-Data-Management-SQL-Connections-Maintain2.png\|center]]
		+

-	~~The '''Maintain''' field is a checkbox with a Yes or No option. It should be ticked when the SQL Connection needs to be worked on for maintenance.~~

	==SQL Access Tab==		==SQL Access Tab==

-	On this tab, the SQL Accesses are presented in a table ~~below in~~ the SQL Access Name ~~column~~.	+	On this tab, the SQL Accesses are presented in a table by showing simply the SQL Access Name. All but the maintenance feature are available in this tab.


		+	[[File:MSM-Data-Management-SQL-Access.png\|center\|600x400px]]


	===Adding an SQL Access===		===Adding an SQL Access===

-	~~On the SQL Access tab,~~ The ~~'''~~Add~~'''~~ button allows the ~~user~~ to create a new SQL access. Clicking on ~~'''Add''' button~~ opens the '''SQL Access''' window. ~~The following fields are presented to~~ the ~~user~~.	+	The "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the administrator to create a new SQL access. Clicking on it opens the '''SQL Access''' window. Here he can define a new SQL Access by providing the necessary information.
		+
		+
		+	[[File:MSM-Data-Management-SQL-Access-Add.png\|center]]


-	~~[Show screenshot~~ of the ~~Add~~ access ~~window]~~	+	* '''Designation''' : name of the SQL access
		+	* '''Smart Modeling''' : define which SQL Connection the new Access will use in Metis Smart Modeling.
		+	* '''Smart Quotes''' : define which SQL Connection the new Access will use in Metis Smart Quotes.

-	*Designation: The user inputs the ~~name of~~ the ~~access in this field.~~	+	Once all fields have been set, validating the window will save the new SQL Access in Metis Smart Suite and it will be made available in the Functionality Profile definition screen.
-	*Smart Modeling: The user decides which SQL ~~Connection the new~~ Access ~~will use~~ in Smart ~~Modeling.~~	+
-	*Smart Quotes: The user decides which SQL Connection the new Access will ~~use~~ in ~~Smart Quotes~~.	+


-	===~~Transfering~~ an SQL Access===	+	===Transferring an SQL Access===

-	The ~~'''~~Transfer~~'''~~ button allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''Transfer''' window with the following options appearing in the window.	+	The "Transfer" button [[File:MetisSmartModelingTransferButton.PNG\|link=]] allows the user to transfer data from one SQL connection to another. Clicking on the button opens the '''Transfer''' window with the following options appearing in the window.

Patrick at 15:15, 30 July 2013

2013-07-30T15:15:57Z

← Older revision		Revision as of 15:15, 30 July 2013
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	===Transfering an SQL Connection===		===Transfering an SQL Connection===

-	The '''Transfer''' button allows the user to transfer data from one SQL connection to another. ~~Clicking~~ on the button opens the '''Transfer''' window with the following options appearing in the window.	+	The '''Transfer''' button allows the user to transfer data from one SQL connection to another. Selcting a connection and clicking on the button opens the '''Transfer''' window with the following options appearing in the window.


-	[~~Show screenshot of the transfer window~~]	+	[[File:MSM-Data-Management-SQL-Connections-Transfer.png\|center]]

-	*From: A dropdown list of the connections to take data from
-	*To: A dropdown list of the connections to send data to

-	~~The following checkboxes are displayed and can be individually checked or the user can utilize~~ the ''~~Select All \| None~~'' ~~option found at~~ the ~~bottom.~~	+	* '''From''' : dropdown list of the connections to take data from
		+	* '''To''' : dropdown list of the connections to send data to

-	*Systems	+	The following checkboxes are displayed and can be individually checked or the user can use the ''Select All \| None'' option found at the bottom.
-	*Models	+
-	*Hierarchies	+
-	*Attributes	+
-	*Price Categories	+
-	*Miscellaneous	+

-	'''~~Main Data~~'''	+	'''CONTENT'''
-	*Versions	+	* '''Systems''' : transfer system related data
-	*Languages	+	* '''Models''' : transfer model related data
-	*Rights	+	* '''Hierarchies''' : transfer hierarchy related data
-	*Users	+	* '''Attributes''' : transfer attribute related data
		+	* '''Price Categories''' : transfer Price Category related data
		+	* '''Miscellaneous
		+
		+	'''MAIN DATA'''
		+	* '''Versions''' : transfer Version related data
		+	* '''Languages''' : transfer Language related data
		+	* '''Rights''' : transfer Right and Profile related data
		+	* '''Users''' : transfer User related data

	Once the choices have been made, the user must click on the transfer button at the bottom. Once the button has been clicked, a warning message is displayed explaining what will happen if the data transfer is carried out.		Once the choices have been made, the user must click on the transfer button at the bottom. Once the button has been clicked, a warning message is displayed explaining what will happen if the data transfer is carried out.

-	[~~screenshot of the warning button~~]	+
		+	[[File:MSM-Data-Management-SQL-Connections-Transfer2.png\|center]]
		+

	{{Note		{{Note

Patrick at 15:00, 30 July 2013

2013-07-30T15:00:05Z

← Older revision		Revision as of 15:00, 30 July 2013
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-	~~This~~ sub-menu ~~contains~~ the SQL Connections and Accesses. Split between two tabs, the user can add, delete, edit, preview connections and accesses in this menu, as well transfer data from one connection to another ~~using this menu.~~	+	As Metis Smart Suite Database can be located either locally or remotely form the application and especially that Metis Smart is able to connect different database from one installation, the application requires all connections to be configured within Metis Smart Suite. The SQL Management sub-menu enables the administrator to define both SQL Connections and Accesses. SQL Access are settings using a combination of Connections to simplify the slection of appropriate Connections when defining a Functionality Profile. Split between two tabs, the user can add, delete, edit, preview connections and accesses in this menu, as well as transfer data from one connection to another and maintaining the various databases.
-		+
-		+
-	~~[2 screenshots of the main window, one for connections~~ and ~~one for accesses~~.]	+


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	==SQL Connections Tab==		==SQL Connections Tab==

-	On this tab, the SQL connections are presented in a table with the following five columns:	+	In this tab, the SQL connections are presented in a table with the following five columns:
		+
		+	* '''Red X''' or '''Green Check-mark''' : A red X means that the connection is not available and is currently under maintenance or not reachable. The green check-mark means that everything is ok with the SQL connection.
		+	* '''Connection Name''' : the name of the connection
		+	* '''Server''' : the name of the server
		+	* '''Database''' : the name of the database
		+	* '''User''' : the name of the user used to access the Database
		+
		+
		+	[[File:MSM-Data-Management-SQL-Connections.png\|center\|600x400px]]

-	*Red X or Green Checkmark: A red X means that the connection is not available and is currently under maintenance. The green checkmark means that everything is ok with the SQL connection.
-	*Connection Name: the name of the connection
-	*Server: the name of the server
-	*Database: the name of the database
-	*User: the name of the user


	===Adding an SQL Connections===		===Adding an SQL Connections===

-	On the SQL Connections tab, the ~~'''~~Add~~'''~~ button allows the user to create a new SQL connection. Clicking on ~~'''Add''' button~~ opens the '''SQL Connection''' window.	+	On the SQL Connections tab, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] allows the user to create a new SQL connection. Clicking on it opens the '''SQL Connection''' window. The window is split into two sections, the first being the properties of the new SQL connection.

-	~~The window is split into two sections, the first being the properties of the new SQL connection.~~

-	~~The first section contains the following fields~~:	+	[[File:MSM-Data-Management-SQL-Connections-New.png\|center\|600x400px]]

-	~~[Show screenshot of the Add connection window]~~

-	*SQL Connection Name	+	The first section contains the following fields:
-	*Server Name	+
-	*Database Name	+	* '''SQL Connection Name''' : internal name given to the connection
-	*Username	+	* '''Server Name''' : DNS name of the server or IP address
-	*Password	+	* '''Database Name''' : Name of the database to be accessed on the given server
-	*Maintain	+	* '''Username''' : username for accessing the database
		+	* '''Password''' password for this username

-	~~The '''Maintain''' field is a checkbox with a Yes or No option. It should be ticked when the SQL Connection needs to be worked on for maintenance.~~

	The second section is a list of all other SQL connections organized into two columns:		The second section is a list of all other SQL connections organized into two columns:

-	*Authorized: The checkbox can be ticked to authorized data ~~transfer~~. Multiple checkboxes can be ticked.	+	* '''Authorized''' : The checkbox can be ticked to authorized data transfers to the selected selected database. Multiple checkboxes can be ticked.
-	*Transfer to: The connection to which data transfer can be established. Ticking the checkbox of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.	+	* '''Transfer to''' : The connection to which data transfer can be established. Ticking the checkbox of any of the listed SQL Connections will allow data transfer from the newly created connection to the ticked connections.
		+

	{{Note		{{Note
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	}}		}}

-	~~[screenshot of add new connection with several connection checkboxes ticked]~~

	===Transfering an SQL Connection===		===Transfering an SQL Connection===
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	===Maintenance on defined Databases ===		===Maintenance on defined Databases ===

-		+	The '''Maintain''' field is a checkbox with a Yes or No option. It should be ticked when the SQL Connection needs to be worked on for maintenance.

	==SQL Access Tab==		==SQL Access Tab==

Patrick at 14:24, 30 July 2013

2013-07-30T14:24:42Z

← Older revision		Revision as of 14:24, 30 July 2013
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-	==Adding an SQL Connections===	+	===Adding an SQL Connections===

	On the SQL Connections tab, the '''Add''' button allows the user to create a new SQL connection. Clicking on '''Add''' button opens the '''SQL Connection''' window.		On the SQL Connections tab, the '''Add''' button allows the user to create a new SQL connection. Clicking on '''Add''' button opens the '''SQL Connection''' window.

Patrick at 14:24, 30 July 2013

2013-07-30T14:24:23Z

Show changes

Patrick at 07:16, 8 October 2012

2012-10-08T07:16:07Z

← Older revision		Revision as of 07:16, 8 October 2012
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	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.
		+
		+	== Adding a Connetcion ==
		+
		+	== Modifying a Connection ==
		+
		+	== Deleting a Connetction ==
		+
		+	== Transfering Data between two Connections ==
		+
		+	== Maintenance on Databases