How To Use Metis Smart Quotes
From Metis Documentation
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Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives. | Metis Smart Quotes is the configurator and the offer creation tool of the Metis Smart Suite. It is intended for the sales representatives. | ||
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== Setup == | == Setup == | ||
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| How to activate the single sign-on? | | How to activate the single sign-on? | ||
| - | | <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/d/dd/VID_Activating_Single_Sign_On.png'>File:Activating_Single_Sign_On.mp4</mediaplayer> |
| Smart Quotes can be launched automatically, without providing the credentials. | | Smart Quotes can be launched automatically, without providing the credentials. | ||
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| How to define a default Price Category and Variant? | | How to define a default Price Category and Variant? | ||
| - | | <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/f0/VID_Intro-Defining_a_default_price_category_and_variant.png'>File:Defining_a_default_price_category_and_variant.mp4</mediaplayer> |
| When creating an offer, the offer price category and variant can be filled in by default. | | When creating an offer, the offer price category and variant can be filled in by default. | ||
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| How to define a default search period for projects and offers? | | How to define a default search period for projects and offers? | ||
| - | | <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/a4/VID_DefaultSearchPeriod.png'>File:Default_search_period_OK.mp4</mediaplayer> |
| The default search period can be defined when looking for a project or an offer. | | The default search period can be defined when looking for a project or an offer. | ||
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| How to change the language? | | How to change the language? | ||
| - | | <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/4/4a/VID_ChangingLanguage.PNG'>File:Changing_Language.mp4</mediaplayer> |
| The Smart Quotes users can choose the language in which he/she prefers to work in. | | The Smart Quotes users can choose the language in which he/she prefers to work in. | ||
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| How to create a company and a contact person? | | How to create a company and a contact person? | ||
| - | | <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/d/d8/VID_Creating_a_company_and_a_contact_person.png'>File:Creating_a_company_and_a_contact_person_OK.mp4</mediaplayer> |
| The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | | The client portfolio is usually imported. However, it is possible to create new companies and contact persons that the sales representatives may interact with. | ||
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| How to import a contact from SalesForce.com? | | How to import a contact from SalesForce.com? | ||
| - | | <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/fe/VID_importing_a_contact_from_sales_force.png'>File:Importing_a_company_from_SalesForce_OK.mp4</mediaplayer> |
| Smart Quotes can interface with CRM tools to import the client portfolio. | | Smart Quotes can interface with CRM tools to import the client portfolio. | ||
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| How to import / export an offer? | | How to import / export an offer? | ||
| - | | <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/2/23/VID_Importing_and_exporting_an_offer.png'>File:Importing_and_exporting_an_offer.mp4</mediaplayer> |
| Offers can be exported in a proprietary format. Only the users of the same version can import and read an exported offer. | | Offers can be exported in a proprietary format. Only the users of the same version can import and read an exported offer. | ||
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| How to create a project, an offer then add a system & sub-system? | | How to create a project, an offer then add a system & 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/4/46/VID_CreatingProjectOfferSystem.png'>File:Creating_a_project_offer_system_and_subsystem_OK.mp4</mediaplayer> |
| An offer must first be created before being able to create and configure offers. | | An offer must first be created before being able to create and configure offers. | ||
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| How to edit the properties of a project, an offer, a system or a sub-system? | | How to edit the properties of a project, an offer, a system or 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/2/2b/VID_EditProjectOfferSystemSubSystem.png'>File:Edit_a_project_offer_system_subsystem.mp4</mediaplayer> |
| The properties of the project, offer, system and sub-system can be accessed at anytime. | | The properties of the project, offer, system and sub-system can be accessed at anytime. | ||
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| How to create a duplicate offer? | | How to create a duplicate offer? | ||
| - | | <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/2/2a/VID_CreatingVariantOffer.png'>File:Create_Duplicate_Offer.mp4</mediaplayer> |
| Smart Quotes user can create duplicate offers (also named as variant offers). | | Smart Quotes user can create duplicate offers (also named as variant offers). | ||
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| How to associate a company or a contact person at the various levels? | | How to associate a company or a contact person at the various levels? | ||
| - | | <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/f9/VID_Associating_a_company_and_contact_person_to_various_levels.png'>File:Associating_a_company_and_contact_person_to_various_levels.mp4</mediaplayer> |
| A company and/or a contact person can be assigned at the project, offer, system and sub-system levels and per role. | | A company and/or a contact person can be assigned at the project, offer, system and sub-system levels and per role. | ||
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| How to copy / paste a system? | | How to copy / paste a system? | ||
| - | | <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/7/74/VID_Copying_a_system.png'>File:Copying_a_System.mp4</mediaplayer> |
| A system can be copied and pasted to the same or a different offer. The configuration of the system is kept. | | A system can be copied and pasted to the same or a different offer. The configuration of the system is kept. | ||
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| How to define multiple instances of a sub-system? | | How to define multiple instances of 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/2/21/VID_MultipleSubSystems.png'>File:Define_an_X_amount_of_subsystems_OK.mp4</mediaplayer> |
| A sub-system can be configured once and the Smart Quotes user can define multiple instances of that sub-system. | | A sub-system can be configured once and the Smart Quotes user can define multiple instances of that sub-system. | ||
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| How to handle the features of the Design menu? | | How to handle the features of the Design menu? | ||
| - | | <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/8/82/VID_DesignMenuOverview.PNG'>File:Design_Menu_Overview.mp4</mediaplayer> |
| This video presents an overview of some features of the Design menu. | | This video presents an overview of some features of the Design menu. | ||
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| How to create or use a template? | | How to create or use a template? | ||
| - | | <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/e5/VID_Creating_or_using_a_template_in_the_design_menu.png'>File:Creating_or_using_a_template_in_the_design_menu_OK.mp4</mediaplayer> |
| It is possible to save a configuration as a template to re-use it later on. | | It is possible to save a configuration as a template to re-use it later on. | ||
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In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items. | In this menu, the Smart Quotes user can edit the prices. The sales representative can also edit the list of material and service items. | ||
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| How to create a manual item? | | How to create a manual item? | ||
| - | | <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/b8/VID_Creating_manual_positon.png'>File:Creating_a_manual_position_OK.mp4</mediaplayer> |
| Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use. | | Items (also named positions) which are not part of the list of material and service items can be created by the Smart Quotes user for his/her sole use. | ||
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Related topics include: | Related topics include: | ||
| - | * Creating a [[Description of the Menu Price | | + | * Creating a [[Description of the Menu Price | manual position]] |
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| How to add an item from the list? | | How to add an item from the 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/8/8b/VID_Adding_a_position_from_the_material_list.png'>File:Adding_a_position_from_the_material_list_OK.mp4</mediaplayer> |
| When editing the parts list, the Smart Quotes user can add items from the catalogue of official products. | | When editing the parts list, the Smart Quotes user can add items from the catalogue of official products. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Adding a [[Description of the Menu Price | position from the list]] |
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| How to edit an item? | | How to edit an item? | ||
| - | | <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/1/1a/VID_Editing_a_position.png'>File:Editing_a_position_OK.mp4</mediaplayer> |
| Some properties of the position can be changed by the Smart Quotes user. | | Some properties of the position can be changed by the Smart Quotes user. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Editing a [[Description of the Menu Price | position]] |
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| How to replace items? | | How to replace items? | ||
| - | | <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/f7/VID_FindingAndReplacingItem.png'>File:Finding_and_replacing_items_OK.mp4</mediaplayer> |
| When editing the parts list, the users can replace items with others items from the catalogue of official products. | | When editing the parts list, the users can replace items with others items from the catalogue of official products. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Replacing a [[Description of the Menu Price | position]] |
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| How to copy / paste items? | | How to copy / paste items? | ||
| - | | <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/b0/VID_Copying_positions.png'>File:Copying_positions_OK.mp4</mediaplayer> |
| When editing the parts list, the users copy / paste items from the same or a different offer. | | When editing the parts list, the users copy / paste items from the same or a different offer. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Copying and pasting a [[Description of the Menu Price | position]] |
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| How to create a Customer View? | | How to create a Customer View? | ||
| - | | <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/8/86/VID_Creating_a_customer_view.png'>File:Creating_a_Customer_View_OK.mp4</mediaplayer> |
| Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user. | | Items of the material list can be organized in a different structure. This structure can be defined by the Smart Quotes user. | ||
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| How to configure an offer in Expert mode? | | How to configure an offer in Expert mode? | ||
| - | | <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/3/3e/VID_ExpertMode.PNG'>File:Expert_Mode_OK.mp4</mediaplayer> |
| When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites. | | When editing the parts list, the Smart Quotes user can enable a mode in which he/she gains more editing possibilites. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Using the [[Description of the Menu Price | Expert Mode]] |
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| + | | Please refer to the section about the [[Description of the Menu Price | Prices menu]] from the Metis Smart Quotes manual for additional information. | ||
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| + | | How to edit the prices? | ||
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/f/fe/VID_Editing_the_prices_in_an_offer.png'>File:EditingPrices.mp4</mediaplayer> | ||
| + | | A broad flexibility as been given to the Smart Quotes user when editing the prices. | ||
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| + | Related topics include: | ||
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| + | * Editing the [[Description of the Menu Price | prices]] | ||
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| How to generate a document? | | How to generate a document? | ||
| - | | <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/ab/VID_GeneratingDocuments.PNG'>File:Generate_Documents.mp4</mediaplayer> |
| Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.) | | Documents can be generated at the offer level and at the system / sub-system level. Various formats are supported (PDF, Word, Crystal Reports, etc.) | ||
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| How to order an offer? | | How to order an offer? | ||
| - | | <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/b9/VID_Orderinganoffer.PNG'>File:Ordering_an_offer_OK.mp4</mediaplayer> |
| When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order. | | When the offer submitted to an end customer has been approved, the final stage of the sales process is the placement of the order. | ||
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| How to use the send to support feature? | | How to use the send to support feature? | ||
| - | | <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/0/0c/VID_SendToSupport.PNG'>File:Send_To_Support_Feature.mp4</mediaplayer> |
| The support team can be contacted by e-mail in case of problems with the tool. | | The support team can be contacted by e-mail in case of problems with the tool. | ||
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Related topics include: | Related topics include: | ||
| - | * | + | * Asking for [[Description of the Metis Smart Quotes Button#Send to support | support]] |
| Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support | Send to Support]] from the Metis Smart Quotes manual for additional information. | | Please refer to the section about the [[Description of the Metis Smart Quotes Button#Send to support | Send to Support]] from the Metis Smart Quotes manual for additional information. | ||
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| How to find details about the version or the release? | | How to find details about the version or the release? | ||
| - | | <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/9/9a/VID_AboutMetisMenu.png'>File:About_Metis.mp4</mediaplayer> |
| General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available. | | General pieces of information can be found in this window such as the version in which the user is currently logged-in and the contents he/she has access to. General data about the release and some of its components is also available. | ||
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Related topics include: | Related topics include: | ||
| - | * Accessing the [[ | + | * Accessing the [[Description_of_the_Metis_Smart_Quotes_Button#About_Metis | About Metis]] window. |
| - | | Please refer to the section about the [[Description of the Metis Smart Quotes | + | | Please refer to the section about the [[Description of the Metis Smart Quotes Button#About Metis | About Metis]] from the Metis Smart Quotes manual for additional information. |
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| How to use iBase? | | How to use iBase? | ||
| - | | <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/3/3d/VID_Using_Inventory.png'>File:Using_the_Inventory_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis. | | Metis can interface with third parties applications. In this case, an existing configuration can be read and imported in Metis. | ||
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| How to use Configuration Service? | | How to use Configuration Service? | ||
| - | | <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/7/7f/VID_Configuration_Service.png'>File:Configuration_Service_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external configurator. Then, the configuration from this external configurator can be imported back to Metis. | ||
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| How to use ENScore? | | How to use ENScore? | ||
| - | | <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/d/d7/VID_ENScore.PNG'>File:ENScore_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to an external service configurator. Then, the configuration from this external configurator can be imported back to Metis. | ||
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| How to use SORA? | | How to use SORA? | ||
| - | | <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/0/04/VID_SORA.PNG'>File:SORA_OK.mp4</mediaplayer> |
| Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis. | | Metis can interface with third parties applications. In this case, the configuration in Metis can be sent to a service. Then, the configuration from this external service can be imported back to Metis. | ||
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