Description of the Sub-Menu Systems
From Metis Documentation
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+ | In Metis Smart Modeling systems are logical entities which are the building block of an offer in Metis Smart Quote. In a commercial logic, not all users would be able to propose all systems listed in the application. In the System Profile menu, the administrator can define and manage the systems, subsystem and system groups in order to enable them for a group of users or an individual user, as shown in the following example: | ||
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- | [ | + | [[File:MSM_Profiles_Systems.png|center|600x400px]] |
- | The system profiles defined in this menu can then be attributed at a version level and to a Metis Smart Quotes users | + | The system profiles defined in this menu can then be attributed at a version level and to a Metis Smart Quotes users. |
- | + | The left hand part of the System Profile window allows the administrator to search for a specific System Profile by its name; the full profile name is not necessary. The administrator can enter some characters and the search function returns all the entries that contains the entered 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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- | The left hand part of the System window allows the administrator to search for a | + | |
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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 profile is automatically selected in the Profiles table. | + | |
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* the second column contains the designation of the profile. | * the second column contains the designation of the profile. | ||
- | The contents of the Profiles table is sorted in alphabetical order. | + | The contents of the Profiles table is sorted in alphabetical order, thus it cannot be sorted differently. |
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+ | The properties of a profile consist of: | ||
+ | * the profile name | ||
+ | * the authorized group of systems | ||
+ | * the authorized systems | ||
+ | * the authorized subsystems | ||
=== Adding a System Profile === | === Adding a System Profile === | ||
- | To create a new profile, the administrator clicks | + | To create a new profile, the administrator clicks on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]]. The System Profile window appears as shown in the following example: |
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+ | [[File:MSM_Profiles_Systems_Add_Systems.png|center|600x400px]] | ||
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The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. | The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. | ||
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The system profile window consists of three tabs: | The system profile window consists of three tabs: | ||
- | * Group of Systems | + | * '''Group of Systems''' : intended to be used to group together Systems that can be compared |
- | * Systems | + | * '''Systems''' : logical entity of Metis Smart Quote to build an offer on |
- | * Subsystems | + | * '''Subsystems''' : sub-entities of systems (sometimes called Applications) |
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+ | For each of these tables, at least one group of systems, one system, and one subsystem must be selected for the Metis Smart Quotes user to have systems. The tables contain the group of systems, the systems and the subsystems available in the [[Description of the Menu Systems | Systems menu]]. | ||
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- | + | {{Warning | |
+ | | Providing access to a group of systems doesn't provide access to all the systems it contains. If a group contains 4 systems, the administrator can still chose (through the system tab) to limit access to 2 out of the 4 listed. | ||
+ | }} | ||
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In the three tabs, a padlock icon might appear to indicate that the group of systems, the system, and the subsystem has been inherited. | In the three tabs, a padlock icon might appear to indicate that the group of systems, the system, and the subsystem has been inherited. | ||
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In the three tabs, by clicking on the header of the '''Group of Systems''', '''Systems''' or '''Subsystems''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a group of systems, a system, or a subsystem by clicking on the magnifying glass icon. | In the three tabs, by clicking on the header of the '''Group of Systems''', '''Systems''' or '''Subsystems''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a group of systems, a system, or a subsystem by clicking on the magnifying glass icon. | ||
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+ | Once a name has been provided for the new System Profile, appropriate Systems, SubSystems and /or Groups of Systems can be set to '''authorized'''. When done validating the window will create the new System Profile. | ||
Below the group of systems, systems, or subsystems tables, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | Below the group of systems, systems, or subsystems tables, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | ||
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To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. | ||
- | To do so, the administrator must select a profile and then click on the | + | To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The System Profile window appears as shown in the following example: |
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+ | [[File:MSM_Profiles_Systems_Edit_Groups_of_Systems.png|center|600x400px]] | ||
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By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | ||
- | The administrator can then define the properties of the new profile (i.e. the authorized group of systems, systems, and subsystems). | + | The administrator can then define the properties of the new profile (i.e. the authorized group of systems, systems, and subsystems). Once the window is validated, the changes are saved in Metis Smart Modeling. |
=== Editing a System Profile === | === Editing a System Profile === | ||
- | Selecting a profile and clicking on the | + | 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_Systems_Edit_Systems.png|center|600x400px]] | ||
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+ | [[File:MSM_Profiles_Systems_Edit_Subsystems.png|center|600x400px]] | ||
If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | ||
- | The administrator can edit the profile name, the authorized group of systems, | + | The administrator can edit the profile name, the authorized group of systems, systems, and subsystems. Once the window is validated, the changes are saved in Metis Smart Modeling. |
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=== Deleting a System Profile === | === Deleting a System Profile === | ||
- | The administrator can delete a profile by selecting it and then clicking on the | + | The administrator can delete a profile by selecting it and then clicking on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]. A confirmation window appears as shown in the following example: |
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- | If the profile has been attributed to | + | [[File:MSM_Profiles_Systems_Delete.png|center]] |
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+ | If the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. | ||
To delete the profile, click on the ''Yes'' button. | To delete the profile, click on the ''Yes'' button. | ||
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- | + | {{Note | |
+ | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
+ | }} | ||
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+ | {{Note | ||
+ | | The administrator cannot select multiple profiles at the same time. | ||
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=== Previewing a System Profile === | === Previewing a System Profile === | ||
- | Selecting a profile and clicking on the | + | 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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- | + | [[File:MSM_Profiles_Systems_Preview_Systems.png|center|600x400px]] | |
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The properties are not editable. | The properties are not editable. |