Description of the Menu Versions

From Metis Documentation

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	== Versions ==		== Versions ==
		+	Both Metis Smart Modeling 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.
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		+	[[File:MSM_Versions_Versions.png|center|600x400px]]
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		+	== 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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		+
		+	[[File:MSM_Versions_Versions.png|center|600x400px]]
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		+	[[File:IMG_Version_Concept.png|center|600x400px]]
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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.
		+
		+	[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]
		+	}}
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		+	== Managing versions ==
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		+	===Search===
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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 Versions based on various criterions. 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 disaplyed below/in the main table/list. Selecting a line from the result list will automatically select the corresponding entry in the main table/list.
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		+	===Add===
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		+	In the '''Versions''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Version. When it is clicked, the '''Version''' creation window opens, it contains two different type of information. The first tab '''Version''' shows a table separated into several expandable sections with two columns, '''Designation''' which represents the type of field and '''Value''' which represents the data entered into that field. All those fields provides the detailed description of a version. Only the ones with the edit icon on the right-hand side of the table can be defined by the user. The other ones are either inheritance from the parent version or imported through a third-party system.
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		+	[[File:MSM_Versions_Versions_add_Versions.png|center|600x400px]]
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		+	{{Note
		+	| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
		+	}}
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		+	When creating a new version, the fields in the versions tab can be edited in order to define the version.
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		+	'''''Main'''''
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		+	* Version: Name of the version.
		+	* Administrator Free: Choose to make a version administrator free. By setting the version to be administration free, the fields under the Customer section become available.
		+	* Nomad Gateway User: A nomad gateway user can be defined in this field.
		+	* Use Parent documents: Choose to use parent documents for the current version.
		+	* Second ID to display : Secondary ID for he version.
		+	* Default currency : set the default currency to used for all offers created within this version.
		+	* Role for client condition : Role which specifies which Address is taken to apply '''[[Description_of_the_Menu_Prices#Customer_Prices|Customer Prices]]'''.
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		+	'''''Conditions'''''
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		+	* GSP Discount: The global sales price discount. Entering a figure here for example 50.0, means that a discount of 50% will be factored into the global sales price for this version. The GSP Discount can only be defined for a version by the parent version.
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		+	'''''Customer'''''
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		+	* OrgID: Organization ID
		+	* Name 1: Name of the customer contact.
		+	* Name 2: Additional name field for a contact.
		+	* Name 3: Additional name field for a contact.
		+	* Address 1: Address of where the customer is located (i.e. street name)
		+	* Address 2: Additional address field for the customer (i.e. building name).
		+	* City Name: City of where the customer is located. A drop-down list of available cities can provided for selection (see Data Management)
		+	* ZipCode: Zipcode for where the customer is located.
		+	* Country: Country where the customer is located. A drop-down list of available countries can provided for selection (see Data Management).
		+	* State: State in the country where the customer is located. A drop-down list of states can be provided for selection (see Data Management).
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		+	'''''Directories'''''
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		+	Directories may only be specified within the version currently logged-in to. Parent versions cannot choose the directory for child versions. When a directory has been specified, the folder path will be shown in the corresponding field.
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		+	* Exchange: link to a folder used for saving FQS files.
		+	* Document: link to a folder used for saving documents that are related to offers.
		+	* Order: link to a folder used for saving XML and SES files.
		+	* Libraries: link to a folder used for software libraries.
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		+
		+	'''Profiles'''
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		+	'''[[Description of the Menu Profiles | Profiles]]''' are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited.
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		+	However, additional profiles can be given to these versions in the section '''From parent'''. The '''Form parent''' section is only visible for these automatically created versions. To the right of the edit icon column is another column that has an eye for an icon.
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		+	Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile.
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		+	[[File:MSM_Versions_Versions_add_profiles.png|center|600x400px]]
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		+
		+	{{Video
		+	| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d2/VID_AdditionalProfilesConcept.PNG'>File:Additional_Profiles_OK.mp4‎</mediaplayer>
		+	| Managing additional Profiles in versions.
		+	}}
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		+	'''''From Creator'''''
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		+	*Smart Quotes: The functionality profile to be used for Smart Quotes.
		+	*Smart Modeling: The functionality profile to be used for Smart Modeling.
		+	*Smart Monitoring: The functionality profile to be used for Smart Monitoring.
		+	*System: The default system profile to be used in this version.
		+	*Hierarchy: The default hierarchy profile to be used for hierarchies.
		+	*Price category: The default price category profile to be used for price categories
		+	*Attribute: The default attribute profile to be used for attributes.
		+	*Variant: The default variant profile to be used for variants.
		+	*Model of service: The default profile to be used for service models.
		+	*Model of taxes: The default profile to be used for tax models.
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		+	'''''From Parent'''''
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		+	*Smart Quotes: The functionality profile to be used for Smart Quotes.
		+	*Smart Modeling: The functionality profile to be used for Smart Modeling.
		+	*Smart Monitoring: The functionality profile to be used for Smart Monitoring.
		+	*System: The default system profile to be used in this version.
		+	*Hierarchy: The default hierarchy profile to be used for hierarchies.
		+	*Price category: The default price category profile to be used for price categories
		+	*Attribute: The default attribute profile to be used for attributes.
		+	*Variant: The default variant profile to be used for variants.
		+	*Model of service: The default profile to be used for service models.
		+	*Model of taxes: The default profile to be used for tax models.
		+
		+	===Edit===
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		+	In the '''Versions''' 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 Version. Selecting a version and clicking on it opens the '''Version''' edition window where all related properties and information can be edited.
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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 Version. Modifications applied to the selected version will only be saved once the version 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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		+	[[File:MSM_Versions_Versions_Edit_Version.png|center|600x400px]]
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		+	===Delete===
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		+	In the '''Version''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Version. Selecting a version and clicking on it displays the following confirmation window.
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		+	[[File:MSM_Versions_Versions_delete_2.png|center]]
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		+	Once the warning is confirmed, the selected version is removed from Metis Smart Suite and deleted from the Metis Database.
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		+
		+	{{Note
		+	| It is not possible to delete a version unless logged-in to the version that created it.
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		+	[[File:MSM_Versions_Versions_delete.png|center]]
		+
		+	}}
		+
		+	===Preview===
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		+	In the '''Versions''' 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 version. Selecting a version from the  list and clicking on it opens the '''Version''' preview window.
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		+	[[File:MSM_Versions_Versions_Preview_profile.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 ... .
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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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		+
		+	=== Version without Administrator ===
		+
		+	As stated in the name, version without administrator is a Metis Smart Suite Version which doesn't include an administrator. This type of version is mainly used when no direct maintenance is required on the version level or when it is simply not wished to let the version be maintained individually.
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		+	A version without administrator is always created and maintained by its parent version.
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		+
		+	{{Video
		+	| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_VersionNoAdmin.png'>File:Setting_a_version_without_an_administrator_OK.mp4‎</mediaplayer>
		+	| Setting up a version without an administrator.
		+	}}
	== Languages ==		== Languages ==

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Revision as of 07:43, 5 November 2013