Description of the Sub-Menu Variants - Revision history

Patrick at 05:08, 18 October 2013

2013-10-18T05:08:20Z

← Older revision		Revision as of 05:08, 18 October 2013
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-	~~The~~ left hand ~~part~~ of the ~~Variants~~ window allows the administrator to ~~search for a~~ variant ~~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~~. ~~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 variant profiles 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.


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-	The contents of the Profiles table is sorted ~~in alphabetical order~~.	+	The contents of the Profiles table is sorted alphabetically. It cannot be modified.

-
-	~~The properties of a Variant Profile consist of:~~
-	* the profile name
-	* the authorized variants


	=== Adding a Variant Profile ===		=== Adding a Variant Profile ===

-	~~To create a new profile~~, ~~the administrator can click on~~ the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. ~~The~~ Variant Profile window ~~appears as shown in the following example:~~	+	In the '''Variant Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]] located above the main list allows the user/administrator to create a new Variant Profile. When it is clicked, the '''Variant Profile''' 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 properties of a Variant Profile consist of the profile name and the authorized variants. 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 variant profile table contains the variants that have been '''imported''' and made available for the version.		The variant profile table contains the variants that have been '''imported''' and made available for the version.


-	If no variant is selected, no variant is available to the Smart Quotes user.	+	{{Note
-		+	\| If no variant is selected, no variant is available to the Smart Quotes user.
		+	}}

-	~~A padlock icon might appear to indicate that the variant has been inherited.~~

-	By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized variants first, then the unauthorized ones. The reverse order is also possible.	+	A padlock icon might appear to indicate that the variant has been inherited. By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized variants first, then the unauthorized ones. The reverse order is also possible. By clicking on the header of the '''Variants''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a variant by clicking on the magnifying glass icon.

-	By clicking on the header of the '''Variants''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a variant by clicking on the magnifying glass icon.

	Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.		Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.

-	Once all ~~information~~ related to the new ~~Variants~~ Profile ~~has been provided,~~ validating the window ~~will store it in Metis Smart Modeling~~.	+
		+	{{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 Variant Profile can be saved by validating the '''Variant Profile''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.
		+


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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 authorized variants).~~ Once all information ~~related to~~ the new ~~Variants~~ Profile ~~has been provided,~~ validating the window ~~will store it in Metis Smart Modeling~~.	+	Once all related mandatory and optional information have been set, the new Variant Profile can be saved by validating the '''Variant Profile''' window using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window.


	=== Editing a Variant Profile ===		=== Editing a Variant Profile ===

-	~~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 '''Variant Profiles''' 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 Variant Profile. Selecting a Variant Profile and clicking on it opens the '''Variant Profile''' 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 Variant Profile. Modifications applied to the selected Variant Profile will only be saved once the Variant Profile 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 authorized variants~~. ~~Once all information related to the edited Variants Profile has been provided~~, ~~validating the~~ window ~~will store it in Metis Smart Modeling~~.	+
		+	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.


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	=== Deleting a Variant Profile ===		=== Deleting a Variant Profile ===

-	~~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 '''Variant Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG\|link=]] located above the main list allows the user/administrator to delete the selected Variant Profile. Selecting a Variant Profile and clicking on it displays the following confirmation window.


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	If the profile has been assigned to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile.		If the profile has been assigned to versions and 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~~.	+
		+	Once the warning is confirmed, the selected Variant Profile is removed from Metis Smart Suite and deleted from the Metis Database.


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	}}		}}

-
-	~~{{Note~~
-	~~\| The administrator cannot select several profiles at the same time.~~
-	}}


	=== Previewing a Variant Profile ===		=== Previewing a Variant Profile ===

-	~~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 '''Variant Profiles''' 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 Variant Profile. Selecting a Variant Profile from the list and clicking on it opens the '''Variant Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Variant Profile.


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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 at 12:06, 17 October 2013

2013-10-17T12:06:25Z

← Older revision		Revision as of 12:06, 17 October 2013
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-	In Metis Smart Suite, Variants can be defined to automatically replace a specific position with another one when the first is used in a an offer based market aspects. In the Variants Profile menu, the administrator can define and manage the variants, as shown in the following example:	+	In Metis Smart Suite, [[Description_of_the_Menu_Positions#Variants_2\|Variants]] can be defined to automatically replace a specific position with another one when the first is used in a an offer based market aspects. In the Variants Profile menu, the administrator can define and manage the variants, as shown in the following example:

Patrick at 12:45, 24 July 2013

2013-07-24T12:45:27Z

← Older revision		Revision as of 12:45, 24 July 2013
Line 1:		Line 1:
-	In Metis Smart Suite, ~~this~~ menu, the administrator can define and manage the variants, as shown in the following example:	+	In Metis Smart Suite, Variants can be defined to automatically replace a specific position with another one when the first is used in a an offer based market aspects. In the Variants Profile menu, the administrator can define and manage the variants, as shown in the following example:

-	~~[Screenshot of the Profiles / Variants screen]~~

		+	[[File:MSM_Profiles_Variant.png\|center\|600x400px]]


-	The variant profiles defined in this menu can then be attributed at a version level and to the Metis Smart Quotes users~~, as shown in the following examples:~~	+	The variant profiles defined in this menu can then be attributed at a version level and to the Metis Smart Quotes users.


-	~~[Screenshot of the Versions + Edit a Version + Profiles + Focus on variant field]~~	+	The left hand part of the Variants window allows the administrator to search for a variant 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. 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.
-		+
-		+
-	~~[Screenshot of the Profiles + Profile Group + Focus on the Variant field]~~	+
-		+
-		+
-	~~[Screenshot of the Smart Quotes + Project + Edit Offer + Focus on the Variant field]~~	+
-		+
-		+
-	~~* to check with LAB if it is possible to define a variant at the system level or if is a RfC **~~	+
-		+
-		+
-		+
-	The left hand part of the Variants window allows the administrator to search for a variant 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 / Variants 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.	+


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	* the second column contains the designation of the profile.		* the second column contains the designation of the profile.
		+

	The contents of the Profiles table is sorted in alphabetical order.		The contents of the Profiles table is sorted in alphabetical order.
		+
		+
		+	The properties of a Variant Profile consist of:
		+	* the profile name
		+	* the authorized variants


	=== Adding a Variant Profile ===		=== Adding a Variant Profile ===

-	To create a new profile, the administrator can click on the ~~'''~~Add~~'''~~ button. The Variant Profile window appears as shown in the following example:	+	To create a new profile, the administrator can click on the "Add" button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Variant Profile window appears as shown in the following example:

-	~~[Screenshot of the empty Variant 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.	+	[[File:MSM_Profiles_Variant_Add.png\|center\|600x400px]]

-	~~The variant profile table contains the variants that have been imported and made available for the version.~~

		+	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.

-	********* Check if the variants ~~is not SEN specific. Otherwise, check if the other customers will~~ have to proceed this way as well (import PMD) or if an edit option is planned *********	+	The variant profile table contains the variants that have been '''imported''' and made available for the version.


	If no variant is selected, no variant is available to the Smart Quotes user.		If no variant is selected, no variant is available to the Smart Quotes user.
		+

	A padlock icon might appear to indicate that the variant has been inherited.		A padlock icon might appear to indicate that the variant has been inherited.
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	Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.		Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.
		+
		+	Once all information related to the new Variants Profile has been provided, validating the window will store it in Metis Smart Modeling.


	=== Creating a Duplicate Variant Profile ===		=== Creating a Duplicate Variant Profile ===

-	To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly.	+	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 Variant Profile window appears as shown in the following example:

-	~~To do so, the administrator must select a profile and then click on the '''Duplicate''' button. The Variant Profile window appears as shown in the following example:~~

-	[~~Same screenshot as in the Edit~~]	+	[[File:MSM_Profiles_Variant_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 variants).	+	The administrator can then define the properties of the new profile (i.e. the authorized variants). Once all information related to the new Variants Profile has been provided, validating the window will store it in Metis Smart Modeling.


	=== Editing a Variant Profile ===		=== Editing a Variant Profile ===

-	Selecting a profile and clicking on the ''Edit'' button displays the properties of the profile, as shown in the following example:	+	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:

-	[~~Screenshot of a variant profile~~]	+
		+	[[File:MSM_Profiles_Variant_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 variants.	+	The administrator can edit the profile name and the authorized variants. Once all information related to the edited Variants Profile has been provided, validating the window will store it in Metis Smart Modeling.


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	=== Deleting a Variant Profile ===		=== Deleting a Variant Profile ===

-	The administrator can delete a profile by selecting it first and then clicking on the ''Delete'' button. A confirmation window appears as shown in the following example:	+	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:

-	~~[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.	+	[[File:MSM_Profiles_Variant_Delete.png\|center]]
		+
		+
		+	If the profile has been assigned to versions and 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.		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.	+	{{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 Variant Profile ===		=== Previewing a Variant Profile ===

-	Selecting a profile and clicking on the ''Preview'' button displays the properties of the profile, as shown in the following example:	+	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:

-	~~[Same screenshot as in the Edit]~~

-	~~The properties of a profile consist of~~:	+	[[File:MSM_Profiles_Variant_Preview.png\|center\|600x400px]]
-	* the profile name	+
-	* the authorized variants	+


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

Patrick at 12:04, 24 July 2013

2013-07-24T12:04:34Z

← Older revision		Revision as of 12:04, 24 July 2013
Line 1:		Line 1:
-	~~Description of~~ the ~~different functionalities~~ and ~~their impact on~~ the ~~other windows/menus of Metis.~~	+	In Metis Smart Suite, this menu, the administrator can define and manage the variants, as shown in the following example:

-	~~=== Creating a Variant Profil ===~~	+	[Screenshot of the Profiles / Variants screen]

-	~~=== Modifying a Variant Profil ===~~

-	=== Deleting a Variant ~~Profil~~ ===	+
		+	The variant profiles defined in this menu can then be attributed at a version level and to the Metis Smart Quotes users, as shown in the following examples:
		+
		+
		+	[Screenshot of the Versions + Edit a Version + Profiles + Focus on variant field]
		+
		+
		+	[Screenshot of the Profiles + Profile Group + Focus on the Variant field]
		+
		+
		+	[Screenshot of the Smart Quotes + Project + Edit Offer + Focus on the Variant field]
		+
		+
		+	* to check with LAB if it is possible to define a variant at the system level or if is a RfC **
		+
		+
		+
		+	The left hand part of the Variants window allows the administrator to search for a variant 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 / Variants 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 variants 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 Variant Profile ===
		+
		+	To create a new profile, the administrator can click on the '''Add''' button. The Variant Profile window appears as shown in the following example:
		+
		+	[Screenshot of the empty Variant 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 variant profile table contains the variants that have been imported and made available for the version.
		+
		+
		+	********* Check if the variants is not SEN specific. Otherwise, check if the other customers will have to proceed this way as well (import PMD) or if an edit option is planned *********
		+
		+
		+	If no variant is selected, no variant is available to the Smart Quotes user.
		+
		+	A padlock icon might appear to indicate that the variant has been inherited.
		+
		+	By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized variants first, then the unauthorized ones. The reverse order is also possible.
		+
		+	By clicking on the header of the '''Variants''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a variant by clicking on the magnifying glass icon.
		+
		+	Below the table, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table.
		+
		+
		+	=== Creating a Duplicate Variant 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 Variant 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 variants).
		+
		+
		+	=== Editing a Variant 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 variant 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 and the authorized variants.
		+
		+
		+
		+	=== Deleting a Variant Profile ===
		+
		+	The administrator can delete a profile by selecting it first 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 Variant 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 variants
		+
		+
		+	The properties are not editable.

Patrick at 07:43, 8 October 2012

2012-10-08T07:43:10Z

← 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 Variant Profil ===
		+
		+	=== Modifying a Variant Profil ===
		+
		+	=== Deleting a Variant Profil ===

Ibrahim: Creation of the page

2011-02-13T19:56:27Z

Creation of the page

New page

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