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Description of the Sub-Menu Functionalities - Metis Documentation

Description of the Sub-Menu Functionalities

From Metis Documentation

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(SQL connection tab)
 
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Functionality profiles can be defined for each product of the Metis Smart suite:
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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 that exist for the selected application.
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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 which exist for the selected application.
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The left hand part of the screen allows the administrator to search for a functionality profile by its designation. The full designation is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the typed-in 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.  
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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.
 +
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 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 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.
 
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The functionality profiles defined in this sub-menu are then made available in the following parts of Metis:
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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.
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{{Note
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| It is not possible to create a profile from scratch. Profiles can only be duplicated from existing ones and then edited accordingly.
 +
}}
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{| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;"
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|-
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! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Application
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! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Link to external document
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|-
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| width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" |
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'''Metis Smart Modeling'''
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| width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" |
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[[media:Xpert_Technologies_SA_-_Metis_Smart_Modeling_Rights_Structure_-_05.11.2013.pdf|Metis Smart Modeling Rights Structure]]
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|-
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| width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" |
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'''Metis Smart Quotes'''
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| width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" |
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[[media:Xpert_Technologies_SA_-_Metis_Smart_Quotes_Rights_Structure_-_05.11.2013.pdf|Metis Smart Quotes Rights Structure]]
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|-
 +
|}
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=== 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.
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== Creating a Duplicate Functionality Profile ==
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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:
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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.
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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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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]]).
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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.
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}}
}}
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=== Editing a Functionality Profile ===
 
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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:
 
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[[File:MSM_Profiles_Fonctionalities_Smart_Modeling_Edit_Right.png|center|600x400px]]
 
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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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==== Rights tab ====
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=== Rights tab ===
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The '''Rights''' tab allows the administrator to define the rights and the settings which are then attributed to the Metis user or user group.
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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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The rights are broken down into a tree structure, as shown in the following example:
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The '''Rights''' tab contains the following columns:
The '''Rights''' tab contains the following columns:
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* Rights: this column displays the designation of the right or the designation of the group to which the right belongs to
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* Rights: designation of the right or the designation of the group to which the right belongs to
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* Values: this column displays the value or the parameter of the right
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* Values: the value or the parameter of the right
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* Right status: this column has no title. It 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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* 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
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| <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>
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| Setting a right to invisible or read-only.
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}}
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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.
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
{{Warning
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}}
}}
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==== Description of the Rights an Settings ====
 
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Due to the large amount of rights, the detailed description of the all available rights as well as their influence on the Metis applications can be found in a separate [[Description of the Rights | section]]. Please refer to this section for more information.
 
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==== Languages tab ====
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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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By default, a language made available for the version is automatically selected in the '''Languages''' tab (i.e. the Authorized checkbox is ticked). If the administrator wants to customize the language that the Metis user is authorized to use, he/she can untick the checkbox in the '''Authorized''' column for the languages that the end user cannot use.
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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.
 
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The languages defined as authorized in this menu are then made available in the end user's Setup menu.
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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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}}
}}
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==== SQL connection tab ====
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=== SQL connection tab ===
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]].  
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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{{Video
{{Video
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| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingASmartQuotesFunctionalityProfile.png'>File:Creating_a_Position_OK.mp4</mediaplayer>
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| <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.
| Setting up a version without an administrator.
}}
}}
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The authorized connections are then proposed to the Metis user once he/she logs in.
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The authorized connections are then proposed to the Metis user when logged in.
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=== Previewing a Functionality Profile ===
 
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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:
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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 ==
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 +
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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The properties of a profile consist of:
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{{Note
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* '''rights''': the Metis user default settings and the functionalities that the Metis user has the right to use
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| 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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* '''languages''': the language(s) that the Metis user is authorized to use
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}}
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* '''SQL connection''': the databases to which the Metis user can connect to and toward which databases data can be transferred
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The properties are not editable.
 
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=== Deleting a Functionality Profile ===
 
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== Deleting a Functionality Profile ==
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The administrator can delete a profile by selecting it first, then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. A confirmation window appears as shown in the following example:
 
 +
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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[[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.
 
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To delete the profile, click on the ''Yes'' button.
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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.

Latest revision as of 15:56, 5 November 2013

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