Metis Smart Modeling - Models - Revision history

PatrickG at 15:51, 14 January 2014

2014-01-14T15:51:48Z

← Older revision		Revision as of 15:51, 14 January 2014
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	{{Tip		{{Tip
	\| The System tab is very useful to have an overview of which [[Metis_Smart_Modeling_-_Systems\|systems]] use the selected model.		\| The System tab is very useful to have an overview of which [[Metis_Smart_Modeling_-_Systems\|systems]] use the selected model.
		+	}}
		+
		+
		+	== Duplicating a Model ==
		+
		+	In the '''Models''' sub-menu, the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG\|link=]] located above the main table allows the user/administrator to create a copy of the selected Model. Selecting a Model and clicking on it create an exact duplicate of the model with all the information the original holds.
		+
		+
		+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Model. Modifications can be applied to the newly create Model by selecting it and clicking the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main table. Please refer to the following section for more information.
		+
		+
		+	{{Note
		+	\| In an online environment of Metis, all modifications are applied immediately.
		+	}}
		+
		+
		+	{{Tip
		+	\| Test and debug all newly created or modified models before distributing it to the Metis Smart Quotes users through privileged settings.
	}}		}}

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	== Modifying a Model ==		== Modifying a Model ==

-	In the '''Models''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main table~~/list~~ allows the user/administrator to apply modifications to all properties related to the selected Model. Selecting a Model and clicking on it opens the '''Model''' edition window where all related properties and information can be edited. Apply all necessary modifications based on the explanations available in the previous section about creating and defining a new model. Once done validate the windows to apply the changes.	+	In the '''Models''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG\|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Model. Selecting a Model and clicking on it opens the '''Model''' edition window where all related properties and information can be edited. Apply all necessary modifications based on the explanations available in the previous section about creating and defining a new model. Once done validate the windows to apply the changes.


-	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Model. Modifications applied to the selected Model will only be saved once the Model edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table~~/list~~ displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.	+	For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Model. Modifications applied to the selected Model will only be saved once the Model edition window is validated using the [[File:MetisSmartModelingOKButton.PNG\|link=]] button at the bottom of the window. This will update the table displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG\|link=]] button discards all changes and closes the window.

PatrickG: /* Previewing a Model */

2014-01-14T15:45:24Z

Previewing a Model

← Older revision		Revision as of 15:45, 14 January 2014
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-	[[File:MSM_Modeling_Models_Preview_General.png\|center]]	+	[[File:MSM_Modeling_Models_Preview_General.png\|center\|600x400px]]

PatrickG at 15:44, 14 January 2014

2014-01-14T15:44:57Z

← Older revision		Revision as of 15:44, 14 January 2014
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	{{Tip		{{Tip
	\| Test and debug all newly created or modified models before distributing it to the Metis Smart Quotes users through privileged settings.		\| Test and debug all newly created or modified models before distributing it to the Metis Smart Quotes users through privileged settings.
		+	}}
		+
		+
		+	== Previewing a Model ==
		+
		+	In the '''Model''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG\|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Model . Selecting a Model from the table and clicking on it opens the '''Model''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Model.
		+
		+
		+	[[File:MSM_Modeling_Models_Preview_General.png\|center]]
		+
		+
		+	{{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 06:26, 3 October 2013

2013-10-03T06:26:56Z

Show changes

Patrick: /* Tax */

2013-07-24T11:25:22Z

Tax

← Older revision		Revision as of 11:25, 24 July 2013
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	A model defined as being of type "tax" will feed on the generated or manually input list of material in Metis Smart Quote to generate various taxes. The result will be displayed in the latest.		A model defined as being of type "tax" will feed on the generated or manually input list of material in Metis Smart Quote to generate various taxes. The result will be displayed in the latest.

-	Usually those models will use total or positions specific amounts, the [[Metis_Smart_Modeling_-_Attributes\|attributes]] and position quantities to calculate the taxes. With these type of models, the Metis Smart Modeling user can define any number of taxes like VAT or recycling. The result of the model will be displayed on the offer level, as part of the total price.	+	Usually those models will use total or positions specific amounts, the [[Metis_Smart_Modeling_-_Attributes\|attributes]] and position quantities to calculate the taxes. With these type of models, the Metis Smart Modeling user can define any number of taxes like VAT (Value Added Tax) or recycling. The result of the model will be displayed on the offer level, as part of the total price.

	A tax model is always linked to the overall offer when used in Metis Smart Quotes. The activation of the model thus has to be done based on a specific group of users belonging to a version. This is done via the Tax Models sub-section of the Profiles menu in Metis Smart Modeling.		A tax model is always linked to the overall offer when used in Metis Smart Quotes. The activation of the model thus has to be done based on a specific group of users belonging to a version. This is done via the Tax Models sub-section of the Profiles menu in Metis Smart Modeling.

Patrick: /* Service */

2013-07-24T11:24:33Z

Service

← Older revision		Revision as of 11:24, 24 July 2013
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	=== Service ===		=== Service ===
-	A model defined as being of type "service" will feed on the generated or manually input list of material in Metis Smart Quote to generate service items. The result will be displayed in the latest.	+	A model defined as being of type "service" will feed on the generated or manually input list of material in Metis Smart Quote to generate service items for the current offer. The result will be displayed in the latest.

	Usually those models will use the [[Metis_Smart_Modeling_-_Attributes\|attributes]] and position quantities to calculate the required service items. In the displayed list, each of the positions may have [[Metis_Smart_Modeling_-_Attributes\|attribute]] values linked to it. For example, a printer defines a time which is required to install its drivers on the host computer(s). These times will then be processed by the model and generate an additional position which will add up all those times and insert the installation service in the offer.		Usually those models will use the [[Metis_Smart_Modeling_-_Attributes\|attributes]] and position quantities to calculate the required service items. In the displayed list, each of the positions may have [[Metis_Smart_Modeling_-_Attributes\|attribute]] values linked to it. For example, a printer defines a time which is required to install its drivers on the host computer(s). These times will then be processed by the model and generate an additional position which will add up all those times and insert the installation service in the offer.

Patrick: /* Deleting a model */

2011-12-19T13:57:14Z

Deleting a model

← Older revision		Revision as of 13:57, 19 December 2011
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	== Deleting a model ==		== Deleting a model ==
-	A model can be deleted by using the "Delete" button on the main screen. When deleting a model from there, the [[Metis_Smart_Modeling_-_Masks\|masks]] and [[Metis_Smart_Modeling_-_Group_of_Rules\|~~group~~ of rules]] which were linked to it are not deleted. The reason for this is that those parts could be used in other models or re-used in a new one. This way only the binding object is removed from the application.	+	A model can be deleted by using the "Delete" button on the main screen. When deleting a model from there, the [[Metis_Smart_Modeling_-_Masks\|masks]] and [[Metis_Smart_Modeling_-_Group_of_Rules\|groups of rules]] which were linked to it are not deleted. The reason for this is that those parts could be used in other models or re-used in a new one. This way only the binding object is removed from the application.

Patrick: /* Creating a new model */

2011-12-19T13:56:34Z

Creating a new model

← Older revision		Revision as of 13:56, 19 December 2011
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	Select the desired [[Metis_Smart_Modeling_-_Masks\|masks]], for example, “D-Basic Hardware” and “D-Peripherals” and then confirm to continue.		Select the desired [[Metis_Smart_Modeling_-_Masks\|masks]], for example, “D-Basic Hardware” and “D-Peripherals” and then confirm to continue.
	For the [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] table, click on the add button.		For the [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] table, click on the add button.
-	A window similar to the [[Metis_Smart_Modeling_-_Masks\|masks]] window opens, but for [[Metis_Smart_Modeling_-~~_Groups_of_Rules~~\|groups of rules]].	+	A window similar to the [[Metis_Smart_Modeling_-_Masks\|masks]] window opens, but for [[Metis_Smart_Modeling_-_Group_of_Rules\|groups of rules]].
	Select the desired groups of [[Metis_Smart_Modeling_-_Rules\|rules]] and confirm.		Select the desired groups of [[Metis_Smart_Modeling_-_Rules\|rules]] and confirm.
	The green up and down arrows found above each table allow the user to modify the display order of the [[Metis_Smart_Modeling_-_Masks\|masks]] as well as the execution order of the groups of [[Metis_Smart_Modeling_-_Rules\|rules]].		The green up and down arrows found above each table allow the user to modify the display order of the [[Metis_Smart_Modeling_-_Masks\|masks]] as well as the execution order of the groups of [[Metis_Smart_Modeling_-_Rules\|rules]].

Patrick: /* Creating a new model */

2011-12-19T13:56:18Z

Creating a new model

← Older revision		Revision as of 13:56, 19 December 2011
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	Click on the add button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Model window opens.		Click on the add button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Model window opens.
	Select a model type, for example “MAT”. Provide a name for the model, for example “Entry-Level Desktop”, enter a version, for example “1.0”. Enter a description for each available language.		Select a model type, for example “MAT”. Provide a name for the model, for example “Entry-Level Desktop”, enter a version, for example “1.0”. Enter a description for each available language.
-	The tables below allow the user to define the two main parts of the model, those being the “[[Metis_Smart_Modeling_-_Masks\|masks]]” and the “[[Metis_Smart_Modeling_-~~_Groups_of_Rules~~\|groups of rules]]”	+	The tables below allow the user to define the two main parts of the model, those being the “[[Metis_Smart_Modeling_-_Masks\|masks]]” and the “[[Metis_Smart_Modeling_-_Group_of_Rules\|groups of rules]]”
	For the [[Metis_Smart_Modeling_-_Masks\|masks]] table, click on the add button.		For the [[Metis_Smart_Modeling_-_Masks\|masks]] table, click on the add button.
	A window opens where [[Metis_Smart_Modeling_-_Masks\|masks]] and groups of [[Metis_Smart_Modeling_-_Masks\|masks]] can be selected and linked to the model.		A window opens where [[Metis_Smart_Modeling_-_Masks\|masks]] and groups of [[Metis_Smart_Modeling_-_Masks\|masks]] can be selected and linked to the model.

Patrick: /* How does a model work? */

2011-12-19T13:55:00Z

How does a model work?

← Older revision		Revision as of 13:55, 19 December 2011
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-	Now that the ground work of the model concept is laid down, it is necessary to understand a bit how such a model works in the Metis environment. As described in figure [[:File:Model_Exec_1.png\|Model execution overview]], outside of the [[Metis_Smart_Modeling_-_Masks\|masks]], a [[Metis_Smart_Modeling_-~~_Model~~\|model]] is built on specific objects. Each model includes at least one “[[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]]”, which is a container for individual [[Metis_Smart_Modeling_-_Rules\|rules]]. Those [[Metis_Smart_Modeling_-_Rules\|rules]] are the logic part of the models. Each [[Metis_Smart_Modeling_-_Rules\|rule]] uses input values ([[Metis_Smart_Modeling_-_Variables\|variables]], [[Metis_Smart_Modeling_-_Attributes\|attributes]], positions) coming from the [[Metis_Smart_Modeling_-_Masks\|masks]], default or calculated information to process a logic “formula”. A [[Metis_Smart_Modeling_-_Group_of_Rules\|Group of rules]] can include as many [[Metis_Smart_Modeling_-_Rules\|rules]] as necessary, with the only constrain that the result of a given [[Metis_Smart_Modeling_-_Rules\|rule]] will only be available in the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] in the process. As described in figure [[:File:Model_Exec_2.png\|Group of rules execution overview]], a [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] feeds on input values which are instantiated before its execution. Once inside, all [[Metis_Smart_Modeling_-_Rules\|rules]] will use those values to process the formulas. When all [[Metis_Smart_Modeling_-_Rules\|rules]] are processed, the resulting [[Metis_Smart_Modeling_-_Variables\|variables]] and/or material positions are prepared for the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]].Before starting the execution of the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]], the engine instantiates the new input values and lets the various [[Metis_Smart_Modeling_-_Rules\|rules]] included in the group feed on them.	+	Now that the ground work of the model concept is laid down, it is necessary to understand a bit how such a model works in the Metis environment. As described in figure [[:File:Model_Exec_1.png\|Model execution overview]], outside of the [[Metis_Smart_Modeling_-_Masks\|masks]], a [[Metis_Smart_Modeling_-_Models\|model]] is built on specific objects. Each model includes at least one “[[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]]”, which is a container for individual [[Metis_Smart_Modeling_-_Rules\|rules]]. Those [[Metis_Smart_Modeling_-_Rules\|rules]] are the logic part of the models. Each [[Metis_Smart_Modeling_-_Rules\|rule]] uses input values ([[Metis_Smart_Modeling_-_Variables\|variables]], [[Metis_Smart_Modeling_-_Attributes\|attributes]], positions) coming from the [[Metis_Smart_Modeling_-_Masks\|masks]], default or calculated information to process a logic “formula”. A [[Metis_Smart_Modeling_-_Group_of_Rules\|Group of rules]] can include as many [[Metis_Smart_Modeling_-_Rules\|rules]] as necessary, with the only constrain that the result of a given [[Metis_Smart_Modeling_-_Rules\|rule]] will only be available in the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] in the process. As described in figure [[:File:Model_Exec_2.png\|Group of rules execution overview]], a [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] feeds on input values which are instantiated before its execution. Once inside, all [[Metis_Smart_Modeling_-_Rules\|rules]] will use those values to process the formulas. When all [[Metis_Smart_Modeling_-_Rules\|rules]] are processed, the resulting [[Metis_Smart_Modeling_-_Variables\|variables]] and/or material positions are prepared for the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]].Before starting the execution of the next [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]], the engine instantiates the new input values and lets the various [[Metis_Smart_Modeling_-_Rules\|rules]] included in the group feed on them.

	[[Image:IMG_BLANK.png\|500x226px\|link=]][[Image:Model_Exec_1.png\|500x226px\|link=]] [[Image:Model_Exec_2.png\|500x226px\|link=]]		[[Image:IMG_BLANK.png\|500x226px\|link=]][[Image:Model_Exec_1.png\|500x226px\|link=]] [[Image:Model_Exec_2.png\|500x226px\|link=]]

← Older revision		Revision as of 13:56, 19 December 2011
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	Select the desired [[Metis_Smart_Modeling_-_Masks\|masks]], for example, “D-Basic Hardware” and “D-Peripherals” and then confirm to continue.		Select the desired [[Metis_Smart_Modeling_-_Masks\|masks]], for example, “D-Basic Hardware” and “D-Peripherals” and then confirm to continue.
	For the [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] table, click on the add button.		For the [[Metis_Smart_Modeling_-_Group_of_Rules\|group of rules]] table, click on the add button.
-	A window similar to the [[Metis_Smart_Modeling_-_Masks\|masks]] window opens, but for [[Metis_Smart_Modeling_-~~_Groups_of_Rules~~\|groups of rules]].	+	A window similar to the [[Metis_Smart_Modeling_-_Masks\|masks]] window opens, but for [[Metis_Smart_Modeling_-_Group_of_Rules\|groups of rules]].
	Select the desired groups of [[Metis_Smart_Modeling_-_Rules\|rules]] and confirm.		Select the desired groups of [[Metis_Smart_Modeling_-_Rules\|rules]] and confirm.
	The green up and down arrows found above each table allow the user to modify the display order of the [[Metis_Smart_Modeling_-_Masks\|masks]] as well as the execution order of the groups of [[Metis_Smart_Modeling_-_Rules\|rules]].		The green up and down arrows found above each table allow the user to modify the display order of the [[Metis_Smart_Modeling_-_Masks\|masks]] as well as the execution order of the groups of [[Metis_Smart_Modeling_-_Rules\|rules]].

← Older revision		Revision as of 13:56, 19 December 2011
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	Click on the add button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Model window opens.		Click on the add button [[File:MetisSmartModelingAddButton.PNG\|link=]]. The Model window opens.
	Select a model type, for example “MAT”. Provide a name for the model, for example “Entry-Level Desktop”, enter a version, for example “1.0”. Enter a description for each available language.		Select a model type, for example “MAT”. Provide a name for the model, for example “Entry-Level Desktop”, enter a version, for example “1.0”. Enter a description for each available language.
-	The tables below allow the user to define the two main parts of the model, those being the “[[Metis_Smart_Modeling_-_Masks\|masks]]” and the “[[Metis_Smart_Modeling_-~~_Groups_of_Rules~~\|groups of rules]]”	+	The tables below allow the user to define the two main parts of the model, those being the “[[Metis_Smart_Modeling_-_Masks\|masks]]” and the “[[Metis_Smart_Modeling_-_Group_of_Rules\|groups of rules]]”
	For the [[Metis_Smart_Modeling_-_Masks\|masks]] table, click on the add button.		For the [[Metis_Smart_Modeling_-_Masks\|masks]] table, click on the add button.
	A window opens where [[Metis_Smart_Modeling_-_Masks\|masks]] and groups of [[Metis_Smart_Modeling_-_Masks\|masks]] can be selected and linked to the model.		A window opens where [[Metis_Smart_Modeling_-_Masks\|masks]] and groups of [[Metis_Smart_Modeling_-_Masks\|masks]] can be selected and linked to the model.