Description of the Menu Versions Upadte

The Metis update process allows to distribute all defined information and settings to the end-users of the Metis Smart Quote Software.

The update sub-menu is used  to prepare an update for offline versions of the Metis Smart Suite. By default an update which will be created from here will include the various databases required by the applications the update preparation tool in Metis Smart Modeling can be used to fine tune this update. The first type of additional information which can be included in an update are files. The concept is that throughout the settings, external files could be required by Metis Smart Quotes in order to provide to the end-user different information. For example, in the Notes menu of the software, the various note types allow the user to import default texts in the note. Those default texts need to be distributed and linked to the application. In the definition of the note setting the administrator sets up a link to a folder where those templates will be stored. When creating the update the idea is to list those templates and define where they will be placed within the local instance of the application. Therefore, the link defined within the profile will also be set in the "destination folder" column of the update preparation.  

In the update sub-menu the main working area is occupied by a table with the following columns:

After selecting a file type and confirming, a select a file window opens where the user may add one or more files at the same time and then clicking on open to complete the process. The files are then added to the main table of the update sub-menu. Depending on the file type chosen, the files will appear under the appropriate folder.

Selecting a file and clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] deletes the file from the main table of the update sub-menu.

 

Multiple files may be selected and deleted together.