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Description of the Menu Versions Versions - Metis Documentation

Description of the Menu Versions Versions

From Metis Documentation

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(Created page with "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 versi...")
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=== Overview of versions ===
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== Overview of versions ==
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.
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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}}
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=== Managing versions ===
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== Managing versions ==
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====Search====
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===Search===
On the left-hand side of the window, the '''Search''' feature is found.
On the left-hand side of the window, the '''Search''' feature is found.
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====Add====
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===Add===
From the main version screen of Metis Smart Modeling, clicking the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Version''' window which 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 the field. All those fields provides the detailed description of a version. Only the ones with the edit I can 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.
From the main version screen of Metis Smart Modeling, clicking the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Version''' window which 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 the field. All those fields provides the detailed description of a version. Only the ones with the edit I can 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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*Model of taxes: The default profile to be used for tax models.
*Model of taxes: The default profile to be used for tax models.
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====Edit====
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===Edit===
The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of a version.
The "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] allows the user to see and modify the properties of a version.
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| <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>
| <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.
| Setting up a version without an administrator.
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}}
 
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== Access ==
 
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From this sub-menu, the administrator can define and manage the access between the various children versions, as shown in the following example:
 
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[[File:MSM_Versions_Access.png|center|600x400px]]
 
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The left hand part of the Versions window allows the administrator to search for a version by its designation; the full designation is not necessary. The administrator can enter some characters and the search function returns all the entries that contain the typed-in characters. The search results are listed under the '''Search''' button.
 
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After a search, the search button is greyed out until the search criterion is modified.
 
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If the administrator selects an entry in the search result, the version is automatically selected in the Versions table.
 
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=== Editing a Version's Rights ===
 
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Clicking on the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] opens the Version Rights window as shown in the following example:
 
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[[File:MSM_Versions_Access_Edit.png|center|600x400px]]
 
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The title on the window displays the name of selected version (e.g. Version Rights Headquarters where Headquarters is the name of the selected version).
 
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The Versions (Smart Quotes) table displays all the available versions. The displayed versions consist of all of the children versions of the administrator's version.
 
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The authorized column allows the administrator to select / deselect the versions that the Smart Quotes users is authorized to access to.
 
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The following example describes the cases where a version can have access to the projects and offers made in other versions:
 
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[[File:MetisSmartModelingVersionsProfileDiagram.PNG]]
 
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{{Video
 
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| <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a3/VID_Manage_the_version_access.png'>File:Managing_the_access_of_versions_OK.mp4‎</mediaplayer>
 
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| Managing version access.
 
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}}
 
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An administrator of Version A can define that the Version A users can have access to the direct children versions' projects and offers (i.e. Version B, Version C and Version D). However, Version A users cannot access Version E's projects and offers because Version E is not a direct child of Version A.
 
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The administrator of Version A can also define that Version B users can have access to Version C's projects and offers but not to Version D's projects and offer. The same administrator could also define that Version C users can only have access to Version B's projects and offers.
 
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The authorization is not bi-directional: if Version B users have access to Version C's projects and offers, Version C users do not automatically receive access to Version B's projects and offers. The administrator must set the authorizations for each version.
 
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=== Previewing a Version's Rights ===
 
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Clicking on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] opens the Version Rights window as shown in the following example:
 
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In this window, only the authorized versions are displayed. This means that if a version is not authorized to see the projects or the offers or at least one other version, the table is empty as shown in the following example:
 
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[[File:MSM_Versions_Access_Preview.png|center|600x400px]]
 
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{{Note
 
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| In preview mode, the properties are not editable.
 
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}}

Revision as of 12:24, 7 August 2013

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