Description of the Menu Versions
From Metis Documentation
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| - | The | + | In order for Metis Smart suite to be rolled out in medium to large organizations software supports a versioning concepts. These feature allows the software suite to be structured in a tree like schema. As the root of this tree there will always be the main delivered version of the application. |
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| - | + | The branches from that tree will represent created within the organization. As described in the figure below the headquarters of an organization is | |
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| - | + | placed at the root of the tree, and all the country specific subsidiaries are shown as first child version (i.e. first level nodes). The lease of the tree from a specific branch are for example partners within that country. | |
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| + | Within Metis Smart Suite a version is mainly described by its name and basic information, conditions, customer designation and directories which have to be used by it. Additionally profiles of all types can be linked to a version in order to enforce default rights and privileges to all users which will be created in that version. | ||
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| + | Versions are a key element of the Metis Smart Suite. This functionality allows you administrator to re-create the sales or legal structure of the company in which the software suite is being deployed. Additional examples of how this structure can support any organization can be found within the various screenshots of that section. | ||
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== Versions == | == Versions == | ||
| - | + | Both MSM users and administrators can create as many versions as required. As a reminder, versions that descend from a main version are classified as child versions. The main versions which create these child versions are classified as parent versions. This means that any single version may be a parent or child version, depending on the point of view. | |
=== Overview of versions === | === Overview of versions === | ||
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| + | Users may add, delete, edit, and preview versions in this sub-menu. A search feature can be found on the left side and a main table containing general information is found in the working area. | ||
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| + | In this table, the parent version (the currently logged-in version) is featured at the top with all its child versions listed below. | ||
| + | Versions in the main table may be represented by several different types of icons. | ||
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| + | Versions with a globe icon represent a version without an administrator, versions with a globe and small person | ||
| + | icon represent a version with an administrator, and versions with a greyed out globe icon represent inactive versions. | ||
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| + | A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system. | ||
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| + | [make screenshots of the versions sub-menu with the parent and children versions shown. make sure to have all three icon types in the screenshot or take several screenshots to capture all three plus the lock icon] | ||
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| + | {{Note | ||
| + | | Imported versions which are denied access to certain items through profile groups, can never have access to these items even if they are given access through the use of additional profiles. | ||
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| + | [for this last note, take a screenshot of for example a system profile[title it "main profile"] with several check-boxes unticked and one["additional profile"] with the same check-boxes ticked, and then screenshot of additional profiles for profile groups for the user] | ||
=== Managing versions === | === Managing versions === | ||
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| + | ====Search==== | ||
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| + | On the left-hand side of the window, the '''Search''' feature is found. | ||
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| + | [picture of the search feature for versions] | ||
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| + | Upon entering only a few characters of a version, the '''Search''' can be launched with the results appearing below. When selecting an entry from the result list the version will be automatically highlighted in the version table on the right hand side of the screen. | ||
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== Version without Administrator == | == Version without Administrator == | ||