How To Use Metis Smart Modeling
From Metis Documentation
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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). | 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). | ||
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| 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 the [[Description of the Menu Positions | Positions]] from the Metis Smart Modeling manual for additional information. | ||
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== Attributes == | == Attributes == | ||
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| Please refer to the section about the [[Description of the Menu Hierarchies|Hierarchies]] from the Metis Smart Modeling manual for additional information. | | Please refer to the section about the [[Description of the Menu Hierarchies|Hierarchies]] from the Metis Smart Modeling manual for additional information. | ||
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== Prices == | == Prices == | ||
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| 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 the [[Description of the Menu Prices | Prices]] from the Metis Smart Modeling manual for additional information. | ||
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== Systems == | == Systems == | ||
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| How to create a basic system? | | How to create a basic system? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The system is one of the core parts of the modeling process. A system can be linked with one or several sub-systems. | ||
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| How to create a sub-system? | | How to create a sub-system? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | A sub-system can be linked with one or several systems. | ||
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| How to create and manage a system family? | | How to create and manage a system family? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The systems can be grouped within a family. This helps the Smart Quotes user in quickly finding and selecting the desired system. | ||
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| How to define a document in Smart Modeling? | | How to define a document in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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.) | | A document can be defined at the offer or system level. Several types of documents are supported (PDF, Word, Crystal Reports, etc.) | ||
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| - | | Please refer to the section about the [[Metis Smart Modeling - Documents | | + | | Please refer to the section about the [[Metis Smart Modeling - Documents | Documents]] from the Metis Smart Modeling manual for additional information. |
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| How to add a country, state and city? | | How to add a country, state and city? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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 displayed in a drop-down list when creating a company or a contact person (for example). | + | | 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). |
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| How to create an address role? | | How to create an address role? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | 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. | ||
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| How to create and manage a list? | | How to create and manage a list? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | 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. | ||
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| How to a create and manage the notes? | | How to a create and manage the notes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | 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. | ||
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| How to add a clipart? | | How to add a clipart? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. These icons or pictures must be uploaded. | + | | 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. |
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| How to enable the connection to other databases? | | How to enable the connection to other databases? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | After the login, Metis users can connect to and work with other authorized databases. | ||
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| How to add a customized field at the project level? | | How to add a customized field at the project level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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 | + | | 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. |
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| How to add a customized field at the offer level? | | How to add a customized field at the offer level? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/7/ | + | | <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 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. | + | | 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. |
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| How to create a Smart Quotes profile group? | | How to create a Smart Quotes profile group? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The profile group contains the authorized products, attributes, price categories, systems, service models, tax models and variant. | ||
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| How to create a Smart Quotes functionality profile? | | How to create a Smart Quotes functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The functionality profile defines the features authorized to the Smart Quotes user. | ||
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| How to create a Smart Modeling functionality profile? | | How to create a Smart Modeling functionality profile? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The functionality profile defines the features authorized to the Smart Modeling user. | ||
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* Creating a [[Description of the Menu Users#Employees | user]] | * Creating a [[Description of the Menu Users#Employees | user]] | ||
* Creating a [[Description of the Menu Versions#Versions | version]] | * Creating a [[Description of the Menu Versions#Versions | version]] | ||
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| How to set a right to invisible or read-only? | | How to set a right to invisible or read-only? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | A right can have a status. Depending upon the status, the right cannot be edited by the administrator of the sub-versions. | ||
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| How to translate Metis Smart Quotes? | | How to translate Metis Smart Quotes? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | The contents of Metis as well as its GUI can be translated in any language. | ||
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| How to import data in Smart Modeling? | | How to import data in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | Contents such as products can be imported in Metis from an Excel or CSV file. | ||
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| How to create a macro in Smart Modeling? | | How to create a macro in Smart Modeling? | ||
| - | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/ | + | | <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. | | A macro is a series of mapping to be executed in sequence. | ||