Patrick: /* Adding a System Profile */

2013-10-17T07:50:50Z

Adding a System Profile

← Older revision		Revision as of 07:50, 17 October 2013
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	In the '''System Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new System Profile. When it is clicked, the '''System Profile''' creation window opens, it allows to define all related information.		In the '''System Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new System Profile. When it is clicked, the '''System Profile''' creation window opens, it allows to define all related information.
		+

	{{Note		{{Note
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	Once all related mandatory and optional information have been set, the new System Profile can be saved by validating the '''System Profile''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.		Once all related mandatory and optional information have been set, the new System Profile can be saved by validating the '''System Profile''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
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	=== Creating a Duplicate System Profile ===		=== Creating a Duplicate System Profile ===

Patrick at 07:50, 17 October 2013

2013-10-17T07:50:37Z

← Older revision		Revision as of 07:50, 17 October 2013
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-	For each of these tables, at least one group of systems, one system, and one subsystem must be selected for the Metis Smart Quotes user to have systems. The tables contain the group of systems, the systems and the subsystems available in the [[Description of the Menu Systems \| Systems menu]].	+	For each of these tables, at least one group of systems, one system, and one subsystem must be selected for the Metis Smart Quotes user to have systems available when creating an offer. The tables contain the group of systems, the systems and the subsystems available in the [[Description of the Menu Systems \| Systems menu]].

Patrick at 07:49, 17 October 2013

2013-10-17T07:49:46Z

Show changes

Patrick at 11:20, 24 July 2013

2013-07-24T11:20:06Z

Show changes

Patrick at 07:08, 24 July 2013

2013-07-24T07:08:21Z

← Older revision		Revision as of 07:08, 24 July 2013
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-	~~Description of the different functionalities and their impact on the other windows/menus of Metis.~~

		+	In this menu, the administrator can define and manage the systems and subsystem, as shown in the following example:

-	~~=== Creating a System Profil ===~~	+	[Screenshot of the Profiles / Systems screen]

-	~~=== Modifying a System Profil ===~~

-	=== Deleting a System ~~Profil~~ ===	+
		+	The system profiles defined in this menu can then be attributed at a version level and to a Metis Smart Quotes users, as shown in the following examples:
		+
		+
		+	[Screenshot of the Versions + Edit a Version + Profiles + Focus on System field]
		+
		+
		+	[Screenshot of the Profiles + Profile Group + Focus on the 2 System fields]
		+
		+
		+	[Screenshot of the Smart Quotes + Project + Add system + Focus on the system field]
		+
		+	[Screenshot of the Smart Quotes + Project + Edit of a system + Add subsystem + Focus on the system field]
		+
		+
		+
		+	The left hand part of the System window allows the administrator to search for a system profile 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, as shown in the following example:
		+
		+	[Screenshot of the Profiles / Systems screen + screenshot with some search results (ex. profile) & button greyed]
		+
		+	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 system profiles table consist of two columns:
		+	* the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties.
		+
		+	* the second column contains the designation of the profile.
		+
		+	The contents of the Profiles table is sorted in alphabetical order.
		+
		+
		+	=== Adding a System Profile ===
		+
		+	To create a new profile, the administrator clicks on the '''Add''' button. The System Profile window appears as shown in the following example:
		+
		+	[Screenshot of the empty System Profile window]
		+
		+	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 system profile window consists of three tabs:
		+	* Group of Systems
		+	* Systems
		+	* Subsystems
		+
		+	In these tabs, at least one group of systems, one system, and one subsystem must be selected for the Metis Smart Quotes user to have systems.
		+
		+	The tables contain the group of systems, the systems and the subsystems available in the [[Description of the Menu Systems \| Systems menu]].
		+
		+	In the three tabs, a padlock icon might appear to indicate that the group of systems, the system, and the subsystem has been inherited.
		+
		+	In the three tabs, by clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized group of systems, systems, or subsystems first, then the unauthorized ones. The reverse order is also possible.
		+
		+	In the three tabs, by clicking on the header of the '''Group of Systems''', '''Systems''' or '''Subsystems''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a group of systems, a system, or a subsystem by clicking on the magnifying glass icon.
		+
		+	Below the group of systems, systems, or subsystems tables, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.
		+
		+
		+	=== Creating a Duplicate System Profile ===
		+
		+	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. The System Profile window appears as shown in the following example:
		+
		+	[Same screenshot as in the Edit]
		+
		+	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 group of systems, systems, and subsystems).
		+
		+
		+	=== Editing a System Profile ===
		+
		+	Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example:
		+
		+	[Screenshot of a system profile]
		+
		+
		+	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, the authorized group of systems, the authorized systems, and the authorized subsystems.
		+
		+
		+
		+	=== Deleting a System Profile ===
		+
		+	The administrator can delete a profile by selecting it and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example:
		+
		+	[Screenshot of the confirmation pop-up window]
		+
		+	If the profile has been attributed to some versions and some profile groups, the confirmation window indicates the number of versions and profile groups using this profile.
		+
		+	To delete the profile, click on the ''Yes'' button.
		+
		+	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 System Profile ===
		+
		+	Selecting a profile and clicking on the ''Preview'' button displays the properties of the profile, as shown in the following example:
		+
		+	[Same screenshot as in the Edit]
		+
		+	The properties of a profile consist of:
		+	* the profile name
		+	* the authorized group of systems
		+	* the authorized systems
		+	* the authorized subsystems
		+
		+	The properties are not editable.

Patrick at 07:41, 8 October 2012

2012-10-08T07:41:51Z

← Older revision		Revision as of 07:41, 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.
		+
		+
		+	=== Creating a System Profil ===
		+
		+	=== Modifying a System Profil ===
		+
		+	=== Deleting a System Profil ===

Ibrahim: Creation of the page

2011-02-13T19:56:14Z

Creation of the page

New page

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