How To Use Metis Smart Modeling
From Metis Documentation
(→Group of Rules) |
|||
| Line 1: | Line 1: | ||
| - | + | Metis Smart Modeling is the administration tool of the Metis Smart Suite. It enables the management of the product portfolio (i.e. material products, services, their prices etc.), the contents made available to the users, the features made available to the users. Metis Smart Modeling also enables the creation of models to help the Smart Quotes user in easily configuring a system/sub-system and outputting automatically the necessary parts (i.e. material and service products). | |
| - | |||
| - | + | == Versions == | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | Versions can be compared to the various sales divisions or the different markets of a company. | |
| - | + | Each Metis user gets a different access and contents depending upon the version he/she belongs to. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| + | | How to create a version? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a7/VID_CreatingVersion.PNG'>File:Creating_a_Version_OK.mp4</mediaplayer> | ||
| + | | A version may represent a country, a sales division or a market. This makes the task of the Smart Modeling user easier when managing the version contents according to the business needs. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | + | Related topics include: | |
| - | + | * Managing [[Description of the Menu Versions#Versions | versions]] | |
| + | * Creating [[Description of the Menu Users#Employees |user]] | ||
| + | * Defining [[Description of the Menu Profiles | profiles]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to set a version as a version without an administrator? | ||
| + | | <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> | ||
| + | | A version can be defined as a version without an administrator. Such version is then administrated by a user from the parent version. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | + | Related topics include: | |
| - | + | * Defining a version as a [[Description of the Menu Versions#Version without administrator | version without an administrator]] | |
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to grant additional profiles? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d2/VID_AdditionalProfilesConcept.PNG'>File:Additional_Profiles_OK.mp4</mediaplayer> | ||
| + | | Some versions can be created by an import program. It is then possible to grant additional profiles to these versions. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | + | Related topics include: | |
| - | + | * Managing [[Description of the Menu Versions#Versions | versions]] | |
| + | * Defining [[Description of the Menu Profiles | profiles]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to manage access to other versions? |
| + | | <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> | ||
| + | | The administrator can give the right to the Smart Quotes users from a version to see the offers made by the Smart Quotes users from another version. | ||
| - | |||
| - | + | Related topics include: | |
| + | * Managing [[Description of the Menu Versions#Access | access]] to other versions | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create a language? |
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/0/0b/VID_Creating_a_language.png'>File:Creating_a_language_OK.mp4</mediaplayer> | ||
| + | | Each necessary language can be created within a few steps. Metis supports unicode characters. Therefore, languages such as Russian, Arabic or Chinese for example are supported by Metis. | ||
| - | |||
| - | + | Related topics include: | |
| + | * Creating a [[Description of the Menu Versions#Languages | language]] | ||
| + | * [[#Data Import / Export | Translating]] Metis Smart Quotes | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to manage languages? |
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/eb/VID_managing_the_languages_of_a_version.png'>File:Managing_languages_OK.mp4</mediaplayer> | ||
| + | | Up to four languages can be allocated to a version and to the Metis users. | ||
| - | |||
| - | + | Related topics include: | |
| + | * Managing [[Description of the Menu Versions#Languages | languages]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| Versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to prepare an update for an offline installation? |
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/5e/VID_preparing_update.png'>File:PreparingAnUpdateForOfflineInstallations_OK.mp4</mediaplayer> | ||
| + | | At any time, an administrator can prepare an update for the offline installations of Metis Smart Quotes. This to enables the offline users to have up-to-date data. | ||
| - | |||
| - | + | Related topics include: | |
| + | * Preparing an [[Description of the Menu Versions#Update | update]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Versions| versions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| + | == Users == | ||
| - | + | In this menu, the Smart Modeling user can create Metis users as well as define some user specific properties. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to create a user? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/1/1d/VID_CreatingAUser.png'>File:Creating_a_user_OK.mp4</mediaplayer> | ||
| + | | A Metis user can be granted access to Smart Modeling, Smart Quotes and/or Smart Monitoring. In addition, each Metis user can have different privileges. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | + | Related topics include: | |
| - | + | * Creating a [[Description of the Menu Users#Employee | user]] | |
| + | * Managing the [[Description of the Menu Profiles | profiles]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Description of the Menu Users | Users]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to create a | + | | How to create a NOMAD user? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/e0/VID_CreatingNomadUser.png'>File:Creating_a_nomad_user_OK.mp4</mediaplayer> |
| + | | A NOMAD user can log into any Smart Quotes sub-versions (children versions, grand-children versions, etc.) and perform all desired actions smoothly, as a regular user of this sub-version. | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating a [[Description of the Menu Users#Employee | user]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Users | Users]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| + | == Positions == | ||
| - | + | In this menu, the Smart Modeling user can create and manage the product portfolio. In Metis, a product is generally named as a position. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create a position? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/6/68/VID_Creating_a_Position.PNG'>File:Creating_a_Position_OK.mp4</mediaplayer> |
| + | | The catalogue of products is defined in this menu. A Smart Modeling user can import the positions or create them manually. | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating [[Description of the Menu Positions#Positions | positions]] | ||
| + | * [[#Data Import / Export | Importing data]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Description of the Menu Positions | Positions]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| + | == Attributes == | ||
| - | + | In this menu, the Smart Modeling user can create and manage some features for the products such as the weight, the length, the installation time, etc. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create an attribute? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/78/VID_CreatingAnAttribute.png'>File:CreatingAnAttribute_OK.mp4</mediaplayer> |
| + | | An attribute is generally a characteristic of a product such as the weight, the length, the installation time, etc. The attributes can be used in an input for calculation process (i.e. the generation of the material and service positions according to the Smart Quotes user input parameters within the masks). | ||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating [[Metis Smart Modeling - Attributes#Attributes | attributes]] | |
| + | * Creating [[Metis Smart Modeling - Masks#Applying conditional display to objects | masks]] | ||
| + | * Creating [[Metis Smart Modeling - Rules | rules]] | ||
| + | * Creating an [[Description of the Menu Profiles | attributes profile]] | ||
| - | |||
| - | | Please refer to the section about [[ | + | | Please refer to the section about the [[Metis Smart Modeling - Attributes | Attributes]] from the Metis Smart Modeling manual for additional information. |
}} | }} | ||
| + | == Hierarchies == | ||
| - | + | In this menu, the Smart Modeling user can sort the products in a sub-section, a section, a hierarchy and a group of hierarchies. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create a section, hierarchy and a group of hierarchies? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/d/d7/VID_Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.png'>File:Creating_a_section_a_hierarchy_and_a_group_of_hierarchies.mp4</mediaplayer> |
| + | | A product could be part of a sub-section but it should be part of a section. This section should be linked with a hierarchy. Then, the hierarchy should be linked with a group of hierarchy. This classification makes the task of the Smart Modeling user easier when defining the authorized products for a version and/or a Smart Quotes user. | ||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating [[Description of the Menu Hierarchies | sections, hierarchies and groups of hierarchies]] | |
| + | * Creating a [[Description of the Menu Profiles | hierarchy profile]] | ||
| - | |||
| - | | Please refer to the section about [[ | + | | Please refer to the section about the [[Description of the Menu Hierarchies|Hierarchies]] from the Metis Smart Modeling manual for additional information. |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| + | == Prices == | ||
| + | In this menu, the Smart Modeling user can define the currencies and the corresponding exchange rates. It is also possible to define the price characteristics of a product as well as some prices for specific conditions (e.g. specific customers, application of a factor, etc.) | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to define the prices? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/ea/VID_OverviewPriceConcept.png'>File:Price_Concept_OK.mp4</mediaplayer> |
| + | | From a Smart Quotes user perspective, the price category is the element that determines the prices applied to the products present in an offer. The price category consists of price groups (e.g. the sales price and the cost prices). A price group can be sales price of a price category and the cost price of a different price category. | ||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating [[Description of the Menu Prices#Price Groups | Price Groups]] | |
| + | * Creating [[Description of the Menu Prices#Price Categories | Price Categories]] | ||
| + | * Creating [[Description of the Menu Prices#Price Factors | Price Factors]] | ||
| + | * Creating [[Description of the Menu Prices#Customer Prices | Customer Prices]] | ||
| + | * Creating [[Description of the Menu Prices#Price Types | Price Types]] | ||
| + | * Creating [[Description of the Menu Prices#Currencies | Currencies]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Prices | Prices]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| + | == Systems == | ||
| - | + | In this menu, the Smart Modeling user can create the systems / sub-systems that the Smart Quotes users can offer to their customers. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create a basic system? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/54/VID_Creating_a_system.PNG'>File:Creating a System OK.mp4</mediaplayer> |
| + | | The system is one of the core parts of the modeling process. A system can be linked with one or several sub-systems. | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating [[Description of the Menu Systems | systems]] | ||
| + | * Defining [[Metis Smart Modeling - Systems#System Properties | model related settings]] for a system / sub-system | ||
| + | * Creating a [[Description of the Menu Profiles | system profile]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Systems | Systems]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to create a | + | | How to create a sub-system? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/e/ed/VID_CreatingASubsystem.png'>File:Creating_a_subsystem_OK.mp4</mediaplayer> |
| + | | A sub-system can be linked with one or several systems. | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating [[Description of the Menu Systems | sub-systems]] | ||
| + | * Defining [[Metis Smart Modeling - Systems#System Properties | model related settings]] for a system / sub-system | ||
| + | * Creating a [[Description of the Menu Profiles | system profile]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Systems | Systems]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create and manage a system family? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/9/9d/VID_Creating_a_System_Family.png'>File:Creating_a_System_Family_OK.mp4</mediaplayer> |
| + | | The systems can be grouped within a family. This helps the Smart Quotes user in quickly finding and selecting the desired system. | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating [[Description of the Menu Systems | systems]] | ||
| - | + | | Please refer to the section about the [[Description of the Menu Systems | Systems]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| + | == Documents == | ||
| - | In | + | In this menu, the Smart Modeling user can define the documents that can be generated by the Smart Quotes users. |
| - | + | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to define a | + | | How to define a document in Smart Modeling? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/89/VID_Defining_a_document_in_Smart_Modeling.png'>File:Defining_a_document_in_Smart_Modeling_OK.mp4</mediaplayer> |
| + | | A document can be defined at the offer or system level. Several types of documents are supported (PDF, Word, Crystal Reports, etc.) | ||
| - | |||
| + | Related topics include: | ||
| + | * Creating [[Metis Smart Modeling - Documents | documents]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Metis Smart Modeling - Documents | Documents]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| + | == Modeling == | ||
| - | + | Please refer to the [[Metis Smart Modeling - How Work With Models? | How To Work With Models]] section. | |
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| + | == Data Management == | ||
| + | In this menu, the Smart Modeling user can define a series of data applicable to the offers, the databases or the other menus of Metis Smart Modeling. | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to add a country, state and city? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/58/VID_CreatingCityState.PNG'>File:Creating_State_City_OK.mp4</mediaplayer> |
| + | | The list of country, state and city can be imported or manually created. They are displayed in a drop-down list when creating a company or a contact person (for example). | ||
| - | |||
| - | Related topics include : | + | Related topics include: |
| - | * Creating [[ | + | * Creating a [[Description of the Sub-Menu Countries | country, state or city]] |
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Countries | Countries]] from the Metis Smart Modeling manual for additional information. | |
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create an address role? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/6/67/VID_Defining_an_adress_role.png'>File:Defining_address_roles_OK.mp4</mediaplayer> |
| - | + | | In Smart Quotes, a company or a contact person must be mapped with an address role. An address role can be defined at the project, offer and system level. An address role can be, for example, a delivery address. | |
| - | | | + | |
| - | |||
| - | + | Related topics include: | |
| - | + | ||
| - | + | ||
| + | * Creating an [[Description of the Sub-Menu Address Roles | address role]] | ||
| - | | Please refer to the section about [[ | + | | Please refer to the section about the [[Description of the Sub-Menu Address Roles | Address roles]] from the Metis Smart Modeling manual for additional information. |
}} | }} | ||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to create and manage a list? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_CreatingList.PNG'>File:Creating_a_List_OK.mp4</mediaplayer> |
| + | | The list is to be used in Smart Quotes. The administrator can create a list with pre-defined entries that the Smart Quotes user can choose from. | ||
| - | |||
| - | Related topics include : | + | Related topics include: |
| - | * Creating [[ | + | * Creating a [[Description of the Sub-Menu Lists | list]] |
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Lists | Lists]] from the Metis Smart Modeling manual for additional information. | |
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to a create and manage the notes? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/3/36/VID_Defining_managing_notes.png'>File:Defining_and_managing_the_notes_OK.mp4</mediaplayer> |
| + | | The note is to be used in Smart Quotes. The administrator can create a note at the offer or the system/sub-system level. The Smart Quotes user can then type in a text or personal notes that can be printed out in the documents. | ||
| - | |||
| - | Related topics include : | + | Related topics include: |
| - | * Creating [[ | + | * Creating a [[Description of the Sub-Menu Notes | note]] |
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | | Please refer to the section about the [[Description of the Sub-Menu Notes | Notes]] from the Metis Smart Modeling manual for additional information. |
}} | }} | ||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to add a clipart? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/5/56/VID_Adding_Cliparts.png'>File:Adding_a_clipart_OK.mp4</mediaplayer> |
| + | | In several places of Metis, icons or pictures can be used to make the tool more user friendly and ease the task of the users. These icons or pictures must be uploaded beforehand. | ||
| - | |||
| - | Related topics include : | + | Related topics include: |
| - | * | + | * Adding a [[Description of the Sub-Menu Cliparts | clipart]] |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Cliparts | Cliparts]] from the Metis Smart Modeling manual for additional information. | |
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to enable the connection to other databases? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fa/VID_Enable_the_connection_to_other_databases.png'>File:Enable_connection_to_other_databases_OK.mp4</mediaplayer> |
| + | | After the login, Metis users can connect to and work with other authorized databases. | ||
| - | |||
| + | Related topics include: | ||
| + | * Managing the [[Description of the Sub-Menu SQL Management | access and connection to the databases]] | ||
| + | * Creating a [[Description of the Sub-Menu Functionalities | profile]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu SQL Management | SQL Management]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to add a customized field at the project level? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/4b/VID_AddingFieldProjectLevel.PNG'>File:Adding_a_Field_at_the_Project_Level_OK.mp4</mediaplayer> |
| + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the project properties. | ||
| - | |||
| + | Related topics include: | ||
| + | * Adding [[Description of the Sub-Menu Customizing | customized data]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | | How to | + | | How to add a customized field at the offer level? |
| - | | <mediaplayer width='400' height='300'>File: | + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/7c/VID_AddingFieldOfferLevel.PNG'>File:Adding_a_Field_at_the_Offer_Level_OK.mp4</mediaplayer> |
| + | | It is possible to add customized fields in Smart Quotes and Smart Modeling. This example shows how to add a new field in Smart Quotes, when defining the offer properties. | ||
| - | |||
| + | Related topics include: | ||
| + | * Adding [[Description of the Sub-Menu Customizing | customized data]] | ||
| - | |||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Customizing | Customizing]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | |||
| - | + | == Profiles == | |
| + | In this menu, the Smart Modeling user can define the privileges that can be granted at the version level or to each Metis user. | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to create a Smart Quotes profile group? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/f3/VID_CreatingAProfileGroup.png'>File:Creating_a_Profile_Group_OK.mp4</mediaplayer> | ||
| + | | The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating a [[Description of the Sub-Menu Functionalities | functionality profile]] | |
| - | + | * Managing the [[Description of the Menu Profiles | profiles]] | |
| - | | | + | |
| - | | | + | |
| - | + | | Please refer to the section about the [[Description of the Menu Profiles | Profiles]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to create a Smart Quotes functionality profile? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/46/VID_CreatingASmartQuotesFunctionalityProfile.png'>File:Creating_a_Functionality_Profile_OK.mp4</mediaplayer> | ||
| + | | The functionality profile defines the features authorized to the Smart Quotes user. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating a [[Description of the Sub-Menu Functionalities | functionality profile]] | |
| - | | | + | * Creating a [[Description of the Menu Users#Employees | user]] |
| - | | | + | * Creating a [[Description of the Menu Versions#Versions | version]] |
| - | | | + | |
| - | + | | Please refer to the section about the [[Description of the Menu Profiles | Profiles]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to create a Smart Modeling functionality profile? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a0/VID_CreatingSmartModelingFunctionalityProfile.PNG'>File:Creating_a_smart_modeling_functionality_profile_OK.mp4</mediaplayer> | ||
| + | | The functionality profile defines the features authorized to the Smart Modeling user. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating a [[Description of the Sub-Menu Functionalities | functionality profile]] | |
| - | | | + | * Creating a [[Description of the Menu Users#Employees | user]] |
| - | | | + | * Creating a [[Description of the Menu Versions#Versions | version]] |
| - | | | + | |
| - | + | | Please refer to the section about the [[Description of the Menu Profiles | Profiles]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to set a right to invisible or read-only? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/a/a6/VID_Invisible_Read_Only.png'>File:Setting_a_right_to_invisible_or_read_only_OK.mp4</mediaplayer> | ||
| + | | A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Managing the [[Description of the Menu Profiles | profiles]] | |
| - | | | + | |
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the [[Description of the Sub-Menu Functionalities | Rights]] from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about [[ | + | |
}} | }} | ||
| - | + | == Data Import / Export == | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| + | In this menu, the Smart Modeling user can export or import various set of data. | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to translate Metis Smart Quotes? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/8c/VID_Translating_SmartQuotes.png'>File:Translate_Smart_Quotes_OK.mp4</mediaplayer> | ||
| + | | The contents of Metis as well as its GUI can be translated in any language. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Creating a [[Description of the Menu Languages | language]] | |
| - | | | + | * Importing / Exporting data |
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the Translation from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about | + | |
}} | }} | ||
| - | |||
| - | |||
| - | |||
| - | |||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to import data in Smart Modeling? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/b/bb/VID_Importing_data.PNG'>File:Importing_Data_OK.mp4</mediaplayer> | ||
| + | | Contents such as products can be imported in Metis from an Excel or CSV file. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Importing / Exporting data | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the Import / Export of data from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about | + | |
}} | }} | ||
{{Video_List_Element | {{Video_List_Element | ||
| - | |||
| - | |||
| - | |||
| + | | How to create a macro in Smart Modeling? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/4/41/VID_CreatingMacro.PNG'>File:Creating_a_Macro_OK.mp4</mediaplayer> | ||
| + | | A macro is a series of mapping to be executed in sequence. | ||
| - | |||
| - | |||
| - | |||
| - | |||
| + | Related topics include: | ||
| - | + | * Importing / Exporting data | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | * | + | |
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | ||
| - | + | | Please refer to the section about the Import / Export of data from the Metis Smart Modeling manual for additional information. | |
| - | + | ||
| - | | Please refer to the section about | + | |
}} | }} | ||