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Metis Homepage - Metis Documentation

Metis Homepage

From Metis Documentation

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(Metis Smart Quote Modes)
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== General ==
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{{MetisTitle
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| METIS SMART SUITE
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Metis makes product modeling and quote creation straightforward and highly effective.
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| Metis Smart Suite makes product modeling and quote creation straightforward and highly effective.
Metis includes powerful and dedicated applications tailored to assist sales professionals, designers, marketing or product managers in performing the best possible quotes. Metis helps the users to respond to their sales activities needs and allow the user to focus on their right priorities in their daily sales activities.
Metis includes powerful and dedicated applications tailored to assist sales professionals, designers, marketing or product managers in performing the best possible quotes. Metis helps the users to respond to their sales activities needs and allow the user to focus on their right priorities in their daily sales activities.
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== Architecture ==
 
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=== Metis Smart Quote Modes ===
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* [[Metis Smart Quote User Manual Home Page | Metis Smart Quotes User Manual]]
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HELLO
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* [[How_To_Use_Metis_Smart_Quotes | Metis Smart Quotes Videos]]
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Metis Smart Quote can operate in the following modes:
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* [[Metis Smart Modeling User Manual Home Page | Metis Smart Modeling User Manual]]
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* Offline Mode
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* [[How_To_Use_Metis_Smart_Modeling | Metis Smart Modeling Videos - General Part]]
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* Offline Connected Mode
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* [[How_To_Work_With_Models_With_Metis_Smart_Modeling | Metis Smart Modeling Videos - Modeling Part]]
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* Online Mode
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* Online Connected
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These modes are described below.
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* [[Metis_Smart_Suite_-_Architecture| Architecture]]
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==== Offline Mode ====
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* [[Metis_Smart_Suite_-_Definitions| Definitions]]
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In offline mode, Metis Smart Quote is completely independent as shown below:
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* [[Metis_Smart_Suite_-_Requirements| Requirements]]
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[[File:MetisSmartQuoteArchitectureOfflineMode.PNG‎|center]]
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* [[Metis_Smart_Suite_-_Installation| Installation]]
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| Copyright Xpert Technologies SA, Switzerland
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}}
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Data is saved locally and cannot  be shared (synchronization is not possible). However, when updates have been made available by an administrator, this local version need a connection to retrieve and install the updates. *** see with CEC for the WebService ***
 
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==== Offline Connected Mode ====
 
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In this mode, data is saved locally. However, a connection to the central database exists as shown below:
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{{Video
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| <mediaplayer width='400' height='300' image='http://http://www.xpert-technologies.ch/mediawikidev/images/d/d5/VID_QuoteCreationOverview.PNG'>File:Quotes_Creation_Process_Overview.mp4</mediaplayer>
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[[File:MetisSmartQuoteArchitectureOfflineConnectedMode.PNG‎|center]]
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| The following video gives an overview of the quote creation process with Metis.
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}}
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A synchronization process allows the user to copy the latest version of his/her local offers and data to the central database. The synchronization process can be launched manually or automatically, upon the start up or the shutting down of Metis Smart Quote.
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==== Online Mode ====
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In online mode, several users can use Metis Smart Quote as shown below:
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[[File:MetisSmartQuoteArchitectureOnlineMode.PNG‎|center]]
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Data is saved in a central database.
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==== Online Connected Mode ====
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Title to replace with one of those suggestions: Backup Mode / Central-to-local database mode / Dual Database Mode / Central-to-local database synchronization mode
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In this mode, data is saved on the central database. The user can select some projects and offers then copy them to his/her local database as shown below:
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[[File:MetisSmartQuoteArchitectureOnlineConnectedMode.PNG‎|center]]
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A synchronization process allows the user to copy the desired data to his/her local database. The synchronization process can be launched manually or automatically, upon the start up or the shutting down of Metis Smart Quote.
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(si on va dans le détail, parler des use cases pour la synchro càd le §6.4 de QSBW + § 6.2.2. pour la synchro) + Webservices
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=== Metis Smart Modeling Modes ===
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Metis Smart Modeling can operate in the following modes:
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* Offline Mode
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* Online Single Mode
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* Online Multiple Mode
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These modes are described below.
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==== Offline Mode ====
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This mode allows one administrator. The data is saved locally as shown below:
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[[File:MetisSmartModelingArchitectureOfflineMode2.PNG‎|center]]
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*** To check if when more than one DATA folder is present in the application folder, Metis PM prompts the user to select the working DATA before prompting for the user code and password ??? ***
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==== Online Single Mode ====
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This mode allows multiple administrators. The administrators work on a single database as shown below:
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[[File:MetisSmartModelingArchitectureOnlineSingleMode2.PNG‎|center]]
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==== Online Multiple Mode ====
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This mode allows multiple administrators. The administrators are able to connect to the server and the database of their choice according to their authorizations as shown below:
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[[File:MetisSmartModelingArchitectureOnlineMultipleMode2.PNG‎|center]]
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At login time, the administrator is connected to the main database by default. Then, shortly after the login and according to his/her rights, the user has the possibility to connect to a different SQL database.
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== Definitions ==
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'''Metis Smart Modeling users''' are most likely country Administrators and/or Product Managers.
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'''Metis Smart Modeling''' allows the administration of content for Metis Smart Quote, such as systems, products, hierarchies, prices, groups, documents, and user rights. It also enables the creation of models, which makes the use of Metis Smart Quote and information management easier.
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Different '''versions''' may be defined, to better focus on organizational and/or market needs. Versions that descend from a main version are named Child Versions. The main version, which creates a Child Version, is called the Parent Version.
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'''Metis Smart Quote users''' are most likely salespeople and/or sales engineers.
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Metis offers the possibility to classify the products and services portfolio in different categories, as shown below:
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[[File:PositionsStructure.PNG|center|350x360px]]
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A '''position''' is a product. This product can be a material or a service.
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Positions can be grouped within '''subsections''' or '''sections'''. The subsection is an intermediate level to allow a user to group the positions more precisely. Grouping positions into subsections is optional. However, positions must be part of a section.
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The sections and subsections serve to make up '''hierarchies'''. Hierarchies serve to determine which positions a Metis Smart Modeling user has the right to use (i.e. hierarchy profile).
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The '''group of hierarchies''' is the topmost level. It serves to further classify the hierarchies into groups which share similarities.
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== Requirements ==
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For optimal use of Metis, the computer must meet the following minimal requirements:
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* Operating System:
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* CPU:
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* RAM:
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* HDD:
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* Network: the connection between the PC and the SQL server must be at all times at 100MB/s.
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* Monitor's resolution:
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The following software products must also be installed on the PC:
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* SQL Express 2008
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* Microsoft .NET 3.5 SP1 Framework
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* Microsoft Word and Excel 97 / 2000 / 2003 or 2007
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* Adobe Acrobat Reader
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* Outlook or a configured SMTP server (*** still necessary??? ***)
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(Computer and software tools required to run and use Metis. If some requirements are different, see if a table would be more appropriate).
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== Release Nomenclature ==
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If still relevant, explain how we issue the different Release and Service Packs (3.86A7, 4.0 etc.)
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== Installation ==
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How to install Metis Smart Modeling & Metis Smart Quote
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== Documentation ==
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Metis documentation consists of the following manuals:
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* [[Metis Smart Modeling User Manual Home Page | Metis Smart Modeling User Manual]]
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* [[Metis Smart Quote User Manual Home Page | Metis Smart Quote User Manual]]
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* [[Metis OLE Tags User Manual Home Page | Metis OLE Tags User Manual]]
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* [[Metis Smart Modeling Unicode Manual Home Page | Metis Smart Modeling Unicode Manual]]
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* [[Metis Smart Quote Unicode Manual Home Page | Metis Smart Quote Unicode Manual]]
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* Check if a migration document is necessary and if it should be included in the Wiki (separate document?)
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Latest revision as of 08:57, 1 October 2013

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