Description of the Sub-Menu Functionalities
From Metis Documentation
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| - | Functionality profiles can be defined for each product of the Metis Smart | + | Functionality profiles can be defined for each product of the Metis Smart Suite: |
* Smart Modeling | * Smart Modeling | ||
* Smart Monitoring | * Smart Monitoring | ||
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| - | These products are listed in the '''Application''' drop-down list. The administrator must first select an application from the drop-down menu to see the functionality profiles | + | These products are listed in the '''Application''' drop-down list. The administrator must first select an application from the drop-down menu to see the functionality profiles which exist for the selected application. |
| - | + | On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Functionality 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 '''Profiles''' table consist of two columns: | The '''Profiles''' table consist of two columns: | ||
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| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted and its properties cannot be edited. Only an administrator of the '''parent version''' can edit the properties of this profile or delete that profile. | ||
* the second column contains the designation of the profile. When creating a profile, the administrator can freely define this name. | * the second column contains the designation of the profile. When creating a profile, the administrator can freely define this name. | ||
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| - | The functionality profiles defined in this sub-menu are then made available | + | The contents of the '''Profiles''' table can be sorted alphabetically. The administrator can search for a profile directly in the profile name column. To do so, the user must click on the magnifying glass icon then type in the name of the profile. The functionality profiles defined in this sub-menu are then made available throughout Metis Smart Modeling: |
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| - | + | {{Note | |
| + | | It is not possible to create a profile from scratch. Profiles can only be duplicated from existing ones and then edited accordingly. | ||
| + | }} | ||
| - | === | + | {| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;" |
| + | |- | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Application | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Link to external document | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Metis Smart Modeling''' | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | [[media:Xpert_Technologies_SA_-_Metis_Smart_Modeling_Rights_Structure_-_05.11.2013.pdf|Metis Smart Modeling Rights Structure]] | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Metis Smart Quotes''' | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | [[media:Xpert_Technologies_SA_-_Metis_Smart_Quotes_Rights_Structure_-_05.11.2013.pdf|Metis Smart Quotes Rights Structure]] | ||
| + | |- | ||
| + | |} | ||
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| - | To do so, the administrator must first select the application for which he wants to do so and then select a reference profile from the list, then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The profile features window appears as shown in the following example: | + | |
| + | == Creating a Duplicate Functionality Profile == | ||
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| + | To create a new profile, the administrator must create a duplicate of an existing profile then edit it accordingly. To do so, the administrator must first select the application for which he wants to do so and then select a reference profile from the list, then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The profile features window appears as shown in the following example: | ||
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By default, the profile name field displays the name of the profile which has been selected. The administrator must provide another name for the profile. The profile name is freely definable, but limited to 50 characters. | By default, the profile name field displays the name of the profile which has been selected. The administrator must provide another name for the profile. The profile name is freely definable, but limited to 50 characters. | ||
| - | It is not possible to enter a profile name that already exists within the selected application. If the administrator tries to do so, the following message appears when saving the new profile | + | It is not possible to enter a profile name that already exists within the selected application. If the administrator tries to do so, the following message appears when saving the new profile. |
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| - | The administrator can then edit the properties of the new profile (see [[#Editing a Functionality Profile|below]]). | + | The administrator can then edit the properties of the new profile (see [[#Editing a Functionality Profile|below]]). Please refer to the full list of features and settings sorted by application for more details. |
| + | {{Video | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a0/VID_CreatingSmartModelingFunctionalityProfile.PNG'>File:Creating_a_smart_modeling_functionality_profile_OK.mp4</mediaplayer> | ||
| + | | Creating a Smart Modeling Functionality Profile. | ||
| + | }} | ||
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| + | {{Video | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingASmartQuotesFunctionalityProfile.png'>File:Creating_a_Functionality_Profile_OK.mp4</mediaplayer> | ||
| + | | Creating a Smart Quotes Functionality Profile. | ||
| + | }} | ||
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| - | + | === Rights tab === | |
| - | The '''Rights''' tab allows the administrator to define the | + | The '''Rights''' tab allows the administrator to define the rights and the settings which are then attributed to the Metis user or user group. They are broken down into a tree structure, as shown in the following example: |
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| - | [ | + | [[File:MSM_Profiles_Fonctionalities_Smart_Quotes_Edit_Right.png|center|600x400px]] |
| - | The administrator can expand or collapse the '''Rights''' tree structure using the corresponding buttons at the bottom of the table. | + | |
| + | The administrator can expand or collapse the complete '''Rights''' tree structure using the corresponding buttons at the bottom of the table. | ||
The various rights are structured into levels and sub-levels. For example, for the Metis Smart Quote application, the topmost level is '''Smart Quotes Right Structure'''. This level encompasses all the sub-levels (e.g. '''Server Offline Connect''', '''Update''', etc.) | The various rights are structured into levels and sub-levels. For example, for the Metis Smart Quote application, the topmost level is '''Smart Quotes Right Structure'''. This level encompasses all the sub-levels (e.g. '''Server Offline Connect''', '''Update''', etc.) | ||
| - | Items with a folder icon ([[File:FolderIcon.PNG]]) and a black background represent the title of a level. Items with a | + | Items with a folder icon ([[File:FolderIcon.PNG]]) and a black background represent the title of a level. Items with a scepter icon ([[File:SceptreIcon.PNG]]) represent a right. |
The '''Rights''' tab contains the following columns: | The '''Rights''' tab contains the following columns: | ||
| - | * Rights: | + | * Rights: designation of the right or the designation of the group to which the right belongs to |
| - | * Values: | + | * Values: the value or the parameter of the right |
| - | * Right status: | + | * Right status: indicates if the right is accessible or not for a child version. A drop-down list allows the administrator to set the status of the right to either blank, '''Read Only''' or '''Invisible''', as shown in the following example: |
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| - | + | {{Video | |
| - | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a6/VID_Invisible_Read_Only.png'>File:Setting_a_right_to_invisible_or_read_only_OK.mp4</mediaplayer> | |
| + | | Setting a right to invisible or read-only. | ||
| + | }} | ||
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| - | + | {{Note | |
| + | | The right status type behave as following. When left blank the administrator of a child version will be bale to set this right and/or setting for profiles he will create, a padlock icon is then displayed in the right-most column. When set to "read-only" he will be able to see what setting was inherited from the parent version but not apply any changes. When set to "invisible", the right/setting will be hidden form the tree structure. | ||
| + | }} | ||
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| - | + | {{Note | |
| + | | The status defined for the rights affects duplicated functionality profiles that can be created by children versions. When an administrator of a child version duplicates a profile which has some values defined as '''Invisible''', the values remains invisible for the duplicated profile. | ||
| + | }} | ||
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| - | + | To edit the parameter of a right, double-click on the '''Values''' field. Depending upon the right type different edition possibilities will be shown. | |
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| + | * '''radio buttons''' : enable the user to select one option (example: to enable a functionality the available options will be "yes" and "no" | ||
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| + | [[File:MSM-Profiles-Fonctionalities-Yes-No.png|center]] | ||
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| + | * '''drop-down lists''' : enable the user to select one option form a list of possible settings or values | ||
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| + | [[File:MSM-Profiles-Fonctionalities-List.png|center]] | ||
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| + | * '''text or number fields''' : enable the user to enter free text (example : server name for the update process) | ||
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| + | [[File:MSM-Profiles-Fonctionalities-Number.png|center]] | ||
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| + | * '''folder path / file name field(s)''' : enable the user to set a path or file name for the corresponding setting (example: folder for MS Word documents templates) | ||
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| + | [[File:MSM-Profiles-Fonctionalities-File.png|center]] | ||
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| + | The administrator has to select / define a value or to type in the required information then press the Enter key to save the setting. | ||
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| + | {{Warning | ||
| + | | Leaving a text field, a folder path or a file name empty may result in errors when the application try to use those settings. | ||
| + | }} | ||
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| + | === Languages tab === | ||
The '''Languages''' tab shows the languages that were made available for the version in the [[Description of the Menu Languages|Language menu]], as shown in the following example: | The '''Languages''' tab shows the languages that were made available for the version in the [[Description of the Menu Languages|Language menu]], as shown in the following example: | ||
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| - | + | [[File:MSM_Profiles_Fonctionalities_Smart_Quotes_Edit_Languages.png|center|600x400px]] | |
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| - | + | By default, a language made available for the version is automatically selected in the '''Languages''' tab (i.e. the Authorized check-box is ticked). If the administrator wants to customize the language that the Metis user is authorized to use, he/she can untick the check-box in the '''Authorized''' column for the languages that the end user cannot use. | |
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| - | + | If no language is selected, the end user's default language is English. The languages defined as authorized in this menu are then made available in the end user's Setup menu. | |
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| - | + | {{Note | |
| + | | A maximum of 4 languages can be made available to a user. | ||
| + | }} | ||
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| - | + | === SQL connection tab === | |
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| + | The SQL connection tab contains a table listing all the SQL connections defined in the Data Management menu, in the [[Description of the Sub-Menu SQL Connections|SQL Connections submenu]]. | ||
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| + | [[File:MSM_Profiles_Fonctionalities_Smart_Quotes_Edit_SQL_Access.png|center|600x400px]] | ||
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The default SQL connection corresponds to the server name and database name that were defined the very first time that Metis was launched (see [[Metis Smart Modeling User Manual Home Page#Log In|Log In]]) or in the setup.ini file. | The default SQL connection corresponds to the server name and database name that were defined the very first time that Metis was launched (see [[Metis Smart Modeling User Manual Home Page#Log In|Log In]]) or in the setup.ini file. | ||
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The SQL connections table allows the administrator to give the right to the Metis user to connect to other databases. To give access to a database, the administrator must tick the box in the '''Authorized''' column for the SQL connections of his/her choice. All the checkboxes can be ticked / unticked except the '''DEFAULT''' SQL Connection checkbox. | The SQL connections table allows the administrator to give the right to the Metis user to connect to other databases. To give access to a database, the administrator must tick the box in the '''Authorized''' column for the SQL connections of his/her choice. All the checkboxes can be ticked / unticked except the '''DEFAULT''' SQL Connection checkbox. | ||
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| - | + | {{Video | |
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Creating_a_Position_OK.mp4</mediaplayer> | ||
| + | | Setting up a version without an administrator. | ||
| + | }} | ||
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| - | The | + | The authorized connections are then proposed to the Metis user when logged in. |
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| + | == Editing a Functionality Profile == | ||
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| + | In the '''Functionality Profile''' 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 Functionality Profile. Selecting a Functionality Profile and clicking on it opens the '''Functionality Profile''' edition window where all related properties and information can be edited. | ||
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| + | [[File:MSM_Profiles_Fonctionalities_Smart_Modeling_Edit_Right.png|center|600x400px]] | ||
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| + | For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Functionality Profile. Modifications applied to the selected Functionality Profile will only be saved once the Functionality 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. | ||
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| + | If the administrator does not have the right to edit the properties of a profile, he/she receives the following message when trying to do so: | ||
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| + | [[File:MSM-Profiles-No-Right.png|center]] | ||
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| - | + | == Previewing a Functionality Profile == | |
| - | + | In the '''Functionality 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 Functionality Profile. Selecting a Functionality Profile from the list and clicking on it opens the '''Functionality 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 Functionality Profile. | |
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| - | + | [[File:MSM_Profiles_Fonctionalities_Smart_Quotes_Preview_Right.png|center|600x400px]] | |
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| - | + | {{Note | |
| - | + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | |
| - | + | }} | |
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| + | == Deleting a Functionality Profile == | ||
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| + | In the '''Functionality Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Functionality Profile. Selecting a Functionality Profile and clicking on it displays the following confirmation window. | ||
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| - | [ | + | [[File:MSM_Profiles_Fonctionalities_Delete.png|center]] |
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| - | + | If the profile has been attributed to one or more users, the confirmation window indicates the number of users to which the profile has been attributed to. It also indicates if the profile is linked or used in one or more versions. Once the warning is confirmed, the selected Functionality Profile is removed from Metis Smart Suite and deleted from the Metis Database. | |
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| - | + | {{Warning | |
| + | | Profiles with a padlock icon cannot be deleted. | ||
| + | }} | ||
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| - | + | {{Note | |
| + | | The administrator cannot select several profiles at the same time. | ||
| + | }} | ||