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Metis Smart Modeling - Attributes - Metis Documentation

Metis Smart Modeling - Attributes

From Metis Documentation

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(Creating an attribute set)
(Difficulty Levels)
 
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In Metis, attributes are additional position related information which can be defined as being basically anything. A position is defined through its parameters like order number, description or price for example. Those are predefined information which can describe a position. In many cases they are sufficient, but in order to enhance them, attributes can be defined in Meths Smart Modeling.
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In Metis, attributes are additional position related information which can be defined as being basically anything. A position is defined through its parameters like order number, description or price for example. Those are predefined information which can describe a position. In many cases they are sufficient, but in order to enhance them, Attributes can be defined in Metis Smart Modeling.
== Attributes ==
== Attributes ==
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Attributes can be pictured as customizable position properties. The user can define as many attributes as necessary (they will then appear linked to every position listed in the database). Along with every attribute, the user can also specify an appropriate [[Description_of_the_Menu_Positions#Quantity_Units|quantity unit]] (for example, service hours will have “hours” as quantity units. Most commonly attributes are used to provide positions with characteristics which can then be used in models or to display technical aspects of an offer.
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Attributes can be pictured as customizable position properties. The user can define as many attributes as necessary (they will then appear linked to every [[Description_of_the_Menu_Positions|position]] listed in the database). Along with every attribute, the user can also specify an appropriate [[Description_of_the_Menu_Positions#Quantity_Units|quantity unit]] (for example, service hours will have “hours” as quantity units. Most commonly attributes are used to provide positions with characteristics which can then be used in models or to display technical aspects of an offer.
The most commonly used type of attributes which can be defined here are, for example, service hours. If a position requires 5 minutes to be installed or maintained, an attribute can be defined to hold this value for a specific items.  
The most commonly used type of attributes which can be defined here are, for example, service hours. If a position requires 5 minutes to be installed or maintained, an attribute can be defined to hold this value for a specific items.  
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By default, all attributes will be available for all positions. A real link between a position and its attribute is only done once the attribute holds a value. This allows, through Metis Smart Modeling, to set numerical characteristics to positions. Once a position is inserted in an offer, the defined attributes is displayed and can be modified ( based on [[#Systems|defined settings]]), but attributes for which no values have been given in Metis Smart Modeling can be edited in Metis Smart Quotes. This means that the values provided through Metis Smart Modeling can be used in models and that Metis Smart Quotes can allow its user to modify those values.
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By default, all Attributes will be available for all positions. A real link between a position and its attribute is only defined once the attribute holds a value. This allows, through Metis Smart Modeling, to set numerical characteristics to positions. Once a position is inserted in an offer, the defined attributes are displayed and can be modified ( based on [[#Systems|defined settings]]), but attributes for which no values have been given in Metis Smart Modeling can be edited in Metis Smart Quotes. This means that the values provided through Metis Smart Modeling can be used in models and that Metis Smart Quotes can allow its user to modify those values.
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Attributes can also be used to specify such product properties as:
Attributes can also be used to specify such product properties as:
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* Etc…
* Etc…
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Attributes can be used in rules as input. It is especially useful in Service models. For example installation times can be added in order to calculate the total number of hours required to setup the content of the offer.
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Attributes can be used in rules as input. It is especially useful in ''[[Metis_Smart_Modeling_-_Models#Service|Service models]]'''. For example installation times can be added in order to calculate the total number of hours required to setup the content of the offer.
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| Use Metis Data import functonnalities to ease setting values for attributes.
| Use Metis Data import functonnalities to ease setting values for attributes.
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}}
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On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attributes based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main table.
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=== Basic Properties ===
=== Basic Properties ===
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Each attribute defined in Metis Smart Modeling is based on the following information:
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Each Attribute defined in Metis Smart Modeling is based on the following information:
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*'''Attribute Name''' : The name which will be used to identify the attribute within the whole Metis environment.
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*'''Attribute Name''' : name which will be used to identify the Attribute within Metis Smart Suite.
*'''Quantity Unit''' : Optional [[Description_of_the_Menu_Positions#Quantity_Units|quantity unit]] related to the attribute. (i.e. KG for weight)
*'''Quantity Unit''' : Optional [[Description_of_the_Menu_Positions#Quantity_Units|quantity unit]] related to the attribute. (i.e. KG for weight)
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*'''Description''' : The name which will be displayed to the user in Metis Smart Modeling and Metis Smart Quotes for the attribute. It can be provided in all available languages.
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*'''Description''' : name which will be displayed to the user in Metis Smart Modeling and Metis Smart Quotes for the attribute. It can be provided in all available languages.
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| The most common situation where this type of attributes is used, is in TAX models.
| The most common situation where this type of attributes is used, is in TAX models.
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}}
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=== Values ===
=== Values ===
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Summary of all values given for the current attribute within the list of positions. Selection can be done on the content of the list :
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The value tab displays a summary of all values given for the current attribute within the list of positions. Selection can be done on the content of the list :
* Display only positions with a value
* Display only positions with a value
* Display all positions
* Display all positions
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This list enables the user to set values to for the current attribute to any position. Setting a value is done by selecting the corresponding column in the table for the desired position and entering a value. Entered values will only be saved once the window has been validated. Meaning that all input can be canceled by closing the windows with the X button.
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This list enables the user to set values to for the current attribute to any position. Setting a value is done by selecting the corresponding column in the table for the desired position and entering a value. Entered values will only be saved once the window has been validated. Meaning that all input can be canceled by closing the windows with the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button.
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[[File:MetisSmartModelingSCAttributes3.PNG|center|706x860px]]
[[File:MetisSmartModelingSCAttributes3.PNG|center|706x860px]]
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All of the values entered here may be displayed and used in the calculation process in Metis Smart Quotes. By sorting and searching through the list, defining values for position can be done in no time. On the other hand, it is also a great way to verify values which have been imported through the various data import functions available by default in Metis Smart Modeling or added to the environment based on organization specific requirements.
All of the values entered here may be displayed and used in the calculation process in Metis Smart Quotes. By sorting and searching through the list, defining values for position can be done in no time. On the other hand, it is also a great way to verify values which have been imported through the various data import functions available by default in Metis Smart Modeling or added to the environment based on organization specific requirements.
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=== Systems ===
=== Systems ===
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As certain values assigned to positions through an attribute sometimes should be modified once the position is used in an offer in Metis Smart Quotes, Metis Smart Modeling allows to set for which [[Metis_Smart_Modeling_-_Systems|system]] the current attribute is either editable, visible or completely hidden. By selecting the most suitable state in the drop-down list, the selection is set for the listed system.
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As certain values assigned to positions through an attribute sometimes should be modified once the position is used in an offer in Metis Smart Quotes, Metis Smart Modeling allows to set for which [[Metis_Smart_Modeling_-_Systems|system]] the current attribute is either editable, visible or completely hidden. By selecting the most suitable state in the drop-down list, the selection is set for the listed system. This is done in the third tab called "Systems".
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Possible selection :
Possible selection :
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* Undefined - this is the default state and is equivalent to editable
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* "Undefined" - this is the default state and is equivalent to editable
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* Editable - the end user can edit this attribute
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* "Editable" - the end user can edit this attribute
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* Not editable - the end user cannot edit this attribute
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* "Not editable" - the end user cannot edit this attribute
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* Invisible - end user will not see this attribute, but it can be used for modelling
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* "Invisible" - end user will not see this attribute, but it can be used for modelling
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=== Creating an attribute ===
=== Creating an attribute ===
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In the “Attributes” menu, click on the “Add” button [[File:MetisSmartModelingAddButton.PNG|link=]].  
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The “Attribute” window opens. In the “Attribute Name” field, name the attribute. For example, “Weight.
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In the “Quantity Unit” field, select a unit from the drop down menu. For example, select “Kilograms.”
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In the '''Attributes''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Attribute. When it is clicked, the '''Attribute''' creation window opens, it allows to define all related information. In the “Attribute Name” field, name the attribute. For example, “Weight”. In the “Quantity Unit” field, select a unit from the drop down menu. For example, select “Kilograms.” Enter a description for the available languages. Move to the “Values” tab. All the available positions in this version are displayed. Select a position to modify and double click on its value to edit it.
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Enter a description for the available languages.
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Move to the “Values” tab. All the available positions in this version are displayed.
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Select a position to modify and double click on its value to edit it.
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For example, for the “19’’ LCD Screen” position, change the value to “5.25.” Now move to the “Systems” tab.
For example, for the “19’’ LCD Screen” position, change the value to “5.25.” Now move to the “Systems” tab.
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All the available systems in this version are displayed.
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All the available systems in this version are displayed. On this tab, it is possible to enable or disable the editing of the attribute or even hide the attribute. For example, select DB server then click on the drop-down menu in the Status column. If “Editable” is selected, then the Smart Quotes user is able to edit the weight attribute for all the positions appearing under the DB server system. If “Not editable” is selected, then the Smart Quotes user is not able to edit the weight attribute for all the positions appearing under the DB server system. If “Invisible” is selected, then the Smart Quotes user does not see the weight attribute for all the positions appearing under the DB server system. Define a status for the systems and once finished, click on confirm to continue. The “weight” attribute is now created and listed.
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On this tab, it is possible to enable or disable the editing of the attribute or even hide the attribute.
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For example, select DB server then click on the drop-down menu in the Status column.
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If “Editable” is selected, then the Smart Quotes user is able to edit the weight attribute for all the positions appearing under the DB server system.
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If “Not editable” is selected, then the Smart Quotes user is not able to edit the weight attribute for all the positions appearing under the DB server system.
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If “Invisible” is selected, then the Smart Quotes user does not see the weight attribute for all the positions appearing under the DB server system.
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Define a status for the systems and once finished, click on confirm to continue.
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The “weight” attribute is now created and listed.
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| Creation and edition of an attribute.
| Creation and edition of an attribute.
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{{Note
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| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
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}}
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=== Modifying an attribute ===
=== Modifying an attribute ===
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In the “Attributes” menu, select the appropriate attribute and click on the “Edit” button [[File:MetisSmartModelingEditButton.PNG|link=]].
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In the '''Attributes''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Attribute. Selecting a Attribute and clicking on it opens the '''Attribute''' edition window where all related properties and information can be edited.
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The “Attribute” window opens. It allows to apply modifications to any part of the attribute. Please refer to the section above for information about all different parts. Changes will be stored only when the window is validated. To do this, click on the confirmation button.
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[[File:MetisSmartModelingSCAttributes2.PNG|center|600x400px]]
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For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attribute. Modifications applied to the selected Attribute will only be saved once the Attribute edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
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=== Deleting an attribute ===
=== Deleting an attribute ===
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In the “Attributes” menu, select the appropriate attribute and click on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]]. This opens a small window requesting to confirm the deletion of the selected attribute. Once confirmed it will be definitively deleted along with all the values given to specific positions.
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In the '''Attributes''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Attribute. Selecting one or more Attributes and clicking on it displays the following confirmation window.
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== Attributes Sets ==
 
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As described above for attributes, each position can hold a single value for each attribute. In some cases, it might be relevant for one position to have different attribute values depending on the system in which it is used. For example
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[[File:MSM_Attributes_Attributes_Delete.png|center]]
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Once the warning is confirmed, the selected Attribute is removed from Metis Smart Suite and deleted from the Metis Database.
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== Attributes Sets ==
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Attribute Sets can also be used to set identical values to attributes in sets. If no values have been set specifically to the position, it will take the value defined in the attributes set.
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As described above for Attributes, each position can hold a single value for each attribute. In some cases, it might be relevant for one position to have different attribute values depending on the system in which it is used. Attribute Sets can also be used to set identical values to attributes in sets. If no values have been set specifically to the position, it will take the value defined in the attributes set.
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In the Attributes Set subsection, the user can define groups of positions which will inherit the same attribute values and can be made specific to systems.
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In the Attributes Set sub-menu, the user can define groups of positions which will inherit the same attribute values and can be made specific to systems.
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=== Creating an attribute set ===
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{{Note
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| Attribute Sets are version specific.
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}}
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On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attribute Sets based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main table.
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The "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] to define a new Attribute Set. When it is clicked, the '''Attribute Set''' window opens and the following tabs are available to define this new set.
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=== Creating an Attribute Set ===
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The '''main tab''' allow to define the basic information linked to an Attribute Set.
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In the '''Attribute Sets''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Attribute Set. When it is clicked, the '''Attribute Set''' creation window opens, it allows to define all related information.
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* '''Description''': This table allows to enter the name of the Attribute Set in any of the active languages.
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* '''Description''': This table allows to enter the name of the Attribute Set in any of the available languages.
* ''' Values''': This table displays the list of all active Attributes in the current version (name and unit). The Value column allow to enter the value which should be linked to the specific Attribute for this Set.
* ''' Values''': This table displays the list of all active Attributes in the current version (name and unit). The Value column allow to enter the value which should be linked to the specific Attribute for this Set.
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In the next tab, the '''Material table''' show and allows to define the positions which have to be included in the Set. As described above, once the positions listed here will be used in on offer in Metis Smart Quotes, the values stored in this Set will be used as the values for the attributes.
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In the next tab, the '''Material table''' shows and allows to define the [[Description_of_the_Menu_Positions|Positions]] which have to be included in the Set. As described above, once the positions listed here will be used in an offer in Metis Smart Quotes, the values stored in this Set will be used as the values for the attributes.
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-
In order to add positions to the list, click on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] on the right of the table. This brings up a new window where position can be filtered and marked as having to be added to the list of linked positions. The selection is only validate once the position selection window is validated.
+
In order to add positions to the list, click on the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]] on the right of the table. This brings up a new window where positions can be filtered and marked as having to be added to the list of linked positions. The selection is defined in the Attribute Set once the position selection window is validated.
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-
Positions can also be removed simply by selecting it/them from the Materials tab and click the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] on the right of the table.
+
Positions can also be removed simply by selecting it/them from the Materials tab and click the "Delete" button [[File:MetisSmartModelingMINUSButton.PNG|link=]] on the right of the table.
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-
Here Metis Systems in which the Attribute Set should be active can be marked. Simply tick the check-box on the far left of the table to enable the Attribute Set for the system in the list. Untick to disable.
+
Here available Systems in which the Attribute Set should be active can be marked. Simply tick the check-box on the far left of the table to enable the Attribute Set for the system in the list. Untick to disable.
-
The new Attribute Set will only be saved in the Metis database once the creation window has been validated.
+
 
 +
{{Note
 +
| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
 +
}}
 +
 
 +
 
 +
Once all related mandatory and optional information have been set, the new Attribute Set can be saved by validating the '''Attribute Set''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
=== Modifying an attribute set ===
=== Modifying an attribute set ===
 +
 +
In the '''Attribute Sets''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Attribute Set. Selecting a Attribute Set and clicking on it opens the '''Attribute Set''' edition window where all related properties and information can be edited.
[[File:MSM_Attributes_Attributes_Set_Edit.png|center|600x400px]]
[[File:MSM_Attributes_Attributes_Set_Edit.png|center|600x400px]]
 +
 +
 +
For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attribute Set. Modifications applied to the selected Attribute Set will only be saved once the Attribute Set edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
 +
 +
=== Deleting an Attribute Set ===
=== Deleting an Attribute Set ===
 +
 +
In the '''Attribute Sets''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Attribute Set. Selecting one or more Attribute Sets and clicking on it displays the following confirmation window.
-
Click on the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]].
 
[[File:MSM_Attributes_Attributes_Set_Delete.png|center]]
[[File:MSM_Attributes_Attributes_Set_Delete.png|center]]
 +
 +
 +
Once the warning is confirmed, the selected Attribute Set is removed from Metis Smart Suite and deleted from the Metis Database.
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=== Previewing an Attribute Set ===
=== Previewing an Attribute Set ===
-
Click on the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]].
+
In the '''Attribute Set''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main table allows the user/administrator to see all properties and information related to the selected Attribute Set. Selecting a Attribute Set from the  table and clicking on it opens the '''Attribute Set''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attribute Set.  
 +
 
 +
 
[[File:MSM_Attributes_Attributes_Set_Preview.png|center|600x400px]]
[[File:MSM_Attributes_Attributes_Set_Preview.png|center|600x400px]]
 +
 +
 +
{{Note
 +
| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
 +
}}
== Attributes Sum ==
== Attributes Sum ==
 +
As attribute Sets allow the user to predefine attribute values for a list of positions, Attribute Sums have a display and listing function. They allow the user to define list of attributes which will be added up and then displayed in Metis Smart Quotes. For example, 2 attributes have been define for specifying the number of ports related to positions by type (USB 2.0 and USB 3.0). By defining an list as "USB Ports" and placing those 2 attributes in it, the defined Attribute Sum will add up the 2 information for each position and display the result. Please refer to the this section for an example in Metis Smart Quotes.
[[File:MSM_Attributes_Attributes_Sum.png|center|600x400px]]
[[File:MSM_Attributes_Attributes_Sum.png|center|600x400px]]
 +
 +
In Metis Smart Quotes the End-User will be able to select the Attribute Sum to be displayed in the application. Selecting one will display the various list as columns and place the define sum inside on the line corresponding to the position.
 +
 +
 +
{{Note
 +
| Attributes Sums are version specific.
 +
}}
 +
 +
 +
On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Attribute Sums based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed in the main list.
=== Creating an Attributes Sum ===
=== Creating an Attributes Sum ===
 +
 +
In the '''Attributes Sums''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Attributes Sum. When it is clicked, the '''Attributes Sum''' creation window opens, it allows to define all related information. In the top third of the window the designation and the description field allow to qualify the Attribute Sum.
 +
[[File:MSM_Attributes_Attributes_Sum_Add.png|center|600x400px]]
[[File:MSM_Attributes_Attributes_Sum_Add.png|center|600x400px]]
 +
 +
 +
The lower part of the window is made of 6 tabs named "Col 1" to "6" which represent the 6 possible columns which can be displayed in Metis Smart Quotes. Each of the tab allows to define the list of Attributes which will be used to create the addition and a name given to the column. In the Description fields, a name can be given to the column in all available languages. It will be displayed in Metis Smart Quotes as a column header in the table displaying the Attribute Sum. Adding Attributes to the column is done by using the "Add" [[File:MetisSmartModelingPLUSButton.PNG|link=]] button on the top of the lower table, which opens a new window allowing the user to select the Attributes to be used.
 +
 +
 +
[[File:MSM-Attributes-Attributes-Sum-Add-Attributes.png|center|600x400px]]
 +
 +
 +
An Attribute can be removed from a column of an Attribute Sum simply by selecting it and using the "Delete" [[File:MetisSmartModelingMINUSButton.PNG|link=]] button on top of the lower table.
 +
 +
 +
{{Note
 +
| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
 +
}}
 +
 +
Once all related mandatory and optional information have been set, the new Attributes Sum can be saved by validating the '''Attributes Sum''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
 +
=== Modifying an Attributes Sum ===
=== Modifying an Attributes Sum ===
 +
 +
In the '''Attributes Sums''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Attributes Sum. Selecting a Attributes Sum and clicking on it opens the '''Attributes Sum''' edition window where all related properties and information can be edited.
 +
[[File:MSM_Attributes_Attributes_Sum_Edit.png|center|600x400px]]
[[File:MSM_Attributes_Attributes_Sum_Edit.png|center|600x400px]]
 +
 +
 +
For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attributes Sum. Modifications applied to the selected Attributes Sum will only be saved once the  Attributes Sum edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
 +
 +
 +
{{Warning
 +
| No confirmation is required before deleting an Attribute from the list. If a mistake occurs when editing an Attribute Sum, either replace the deleted Attribute or cancel the edition of the Attribute Sum.
 +
}}
=== Deleting an Attributes Sum ===
=== Deleting an Attributes Sum ===
 +
 +
In the '''Attributes Sum''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Attributes Sum. Selecting one or more Attributes Sum and clicking on it displays the following confirmation window.
 +
[[File:MSM_Attributes_Attributes_Sum_Delete.png|center]]
[[File:MSM_Attributes_Attributes_Sum_Delete.png|center]]
 +
 +
 +
Once the warning is confirmed, the selected Attributes Sum is removed from Metis Smart Suite and deleted from the Metis Database.
 +
=== Previewing an Attributes Sum ===
=== Previewing an Attributes Sum ===
 +
 +
In the '''Attributes Sums''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Attributes Sum. Selecting a Attributes Sum from the  table/list and clicking on it opens the '''Attributes Sum''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Attributes Sum.
 +
[[File:MSM_Attributes_Sum_Preview.png|center|600x400px]]
[[File:MSM_Attributes_Sum_Preview.png|center|600x400px]]
 +
 +
 +
{{Note
 +
| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
 +
}}
== Difficulty Values ==
== Difficulty Values ==
 +
 +
Based on the Difficulty Levels, the Difficulty Values are the effective "factors" to be applied to attributes. When creating such Values, the User can define on what the Value should be applied. Basically he can define if this "factor" should be applied to all available systems or to a specific one; for all models or a specific one; for all attributes or a specific one. In the Difficulty Values sub-menu, Metis Smart Modeling displays a table listing all defined Difficulty Values. The table shows for each entry the System, Model Type and attribute on which the value is applied. It also show the Difficulty Level which holds the listed Value and the percentage to be applied.
 +
 +
 +
 +
[[File:MSM-Attributes-Difficulty-Values.png|center|600x400px]]
 +
 +
 +
On the left-hand side of the window, a '''Filter''' feature is found. When selecting one or more of the available criterion and click the "Filter" button, the corresponding list of Difficulty Values is displayed in the table on the right.
 +
 +
 +
{{Note
 +
| If not all systems, models or attributes are selected, only one of each can be selected for a Difficulty Value; any combination is possible. When a "factor" should be applied only on two systems, two Difficulty Values need to be created.
 +
}}
 +
 +
=== Creating a Difficulty Values ===
=== Creating a Difficulty Values ===
 +
 +
In the '''Difficulty Values''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table/list allows the user/administrator to create a new Difficulty Value. When it is clicked, the '''Difficulty Value''' creation window opens, it allows to define all related information.
 +
 +
 +
[[File:MSM-Attributes-Difficulty-Values-Add.png|center]]
 +
 +
 +
* '''System''' : System on which the percentage (value) should be applied.
 +
* '''Model Type''' : Model Type on which the percentage (value) should be applied.
 +
* '''Attribute''' : Attribute on which the percentage (value) should be applied.
 +
* '''Difficulty Level''' : Difficulty Level to which this Value is linked. (Mandatory)
 +
* '''Value [%]''' : Percentage to be applied to the selected attribute(s) when the Difficulty Level is selected. (Mandatory)
 +
* '''Default''' : Set the Difficulty Value as default.
 +
 +
 +
{{Note
 +
| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
 +
}}
 +
 +
 +
Once all related mandatory and optional information have been set, the new ... can be saved by validating the '''Difficulty Value''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
 +
 +
 +
{{Warning
 +
| Please define a difficulty Level before creating any Difficulty Value, as the field is mandatory in the definition of a difficulty Value.
 +
}}
 +
 +
=== Modifying a Difficulty Values ===
=== Modifying a Difficulty Values ===
 +
 +
In the '''Difficulty Values''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main table allows the user/administrator to apply modifications to all properties related to the selected Difficulty Value. Selecting a Difficulty Value and clicking on it opens the '''Difficulty Value''' edition window where all related properties and information can be edited.
 +
 +
 +
[[File:MSM-Attributes-Difficulty-Values-Edit.png|center]]
 +
 +
 +
For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Value. Modifications applied to the selected Difficulty Value will only be saved once the Difficulty Value edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
 +
 +
=== Deleting a Difficulty Values ===
=== Deleting a Difficulty Values ===
-
=== Previewing a Difficulty Levels ===
+
In the '''Difficulty Value''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Difficulty Value. Selecting one or more Difficulty Value and clicking on it displays the following confirmation window.
 +
 +
[[File:MSM-Attributes-Difficulty-Values-Del.png|center]]
 +
 +
 +
Once the warning is confirmed, the selected Difficulty Value is removed from Metis Smart Suite and deleted from the Metis Database.
== Difficulty Levels ==
== Difficulty Levels ==
-
=== Creating a Difficulty Levels ===
+
In Metis Smart Suite, Difficulty Levels are objects which allows to pack Difficulty Values. These levels allow to User to define "factors" which will be applied on Attributes to raise its value when in an offer. For example, creating a Difficulty Level for "Installation" will allow the end-User to raise to complexity of installing the offered system or product on the customer's site by defining corresponding Difficulty Values.
-
=== Modifying a Difficulty Levels ===
 
-
=== Deleting a Difficulty Levels ===
+
[[File:MSM-Attributes-Difficulty-Levels.png|center|600x400px]]
-
=== Previewing an Difficulty Levels ===
+
 
 +
On the left-hand side of the main window, a '''Search''' feature is found. It allows the user/administrator to find Difficulty Levels based on various criterion. The search is triggered by typing a keyword or only a letter in the fields above the "Search" button and then click on it. The results are then displayed below. Selecting a line from the result list will automatically select the corresponding entry in the main list.
 +
 
 +
 
 +
 
 +
=== Creating a Difficulty Level ===
 +
 
 +
In the '''Difficulty Levels''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new Difficulty Level. When it is clicked, the '''Difficulty Level''' creation window opens, it allows to define all related information.
 +
 
 +
 
 +
[[File:MSM-Attributes-Difficulty-Levels-Add.png|center|600x400px]]
 +
 
 +
 
 +
In the top part of the window the User has to provide a name for the new Difficulty Level. This name can be provided in all languages available for the current version. The lower part is a large picture preview field. By clicking on it, an image selection window opens and allows to select the [[Description_of_the_Sub-Menu_Cliparts | Clipart]] to be linked to the Difficulty Level.
 +
 
 +
 
 +
[[File:MSM-Attributes-Difficulty-Levels-Add-Pic.png|center|600x400px]]
 +
 
 +
 
 +
This window lists and shows all the clip-arts imported and defined as being available for statuses. If no proper image is available, the User can add a new picture to Metis Smart Suite simply by using the "Add" button [[File:MetisSmartModelingPLUSButton.PNG|link=]]. This will bring up a MS Windows Explorer window which enable the User to select a pictures form his computer. In order to set the picture for the new Difficulty Level, the User has to double-click on the image. It will then appear in the '''Difficulty Level''' window. Validating this last window will save the new Difficulty Level in Metis Smart Modeling. It can then be used as a container for Difficulty Values.
 +
 
 +
 
 +
{{Note
 +
| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.
 +
}}
 +
 
 +
Once all related mandatory and optional information have been set, the new Difficulty Level can be saved by validating the '''Difficulty Level''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window.
 +
 
 +
 
 +
 
 +
=== Modifying a Difficulty Level ===
 +
 
 +
In the '''Difficulty Levels''' sub-menu, the "Edit" button [[File:MetisSmartModelingEditButton.PNG|link=]] located above the main list allows the user/administrator to apply modifications to all properties related to the selected Difficulty Level. Selecting a Difficulty Level and clicking on it opens the '''Difficulty Level''' edition window where all related properties and information can be edited.
 +
 
 +
 
 +
[[File:MSM-Attributes-Difficulty-Levels-Edit.png|center|600x400px]]
 +
 
 +
 
 +
For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Level. Modifications applied to the selected Difficulty Level will only be saved once the Difficulty Level edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table/list displayed on the main screen. Using the "Cancel" [[File:MetisSmartModelingCancelButton.PNG|link=]] button discards all changes and closes the window.
 +
 
 +
 
 +
 
 +
=== Deleting a Difficulty Level ===
 +
 
 +
In the '''Difficulty Levels''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected Difficulty Level. Selecting a Difficulty Level and clicking on it displays the following confirmation window.
 +
 
 +
 
 +
[[File:MSM-Attributes-Difficulty-Levels-Del.png|center]]
 +
 
 +
 
 +
Once the warning is confirmed, the selected Difficulty Level is removed from Metis Smart Suite and deleted from the Metis Database.
 +
 
 +
 
 +
 
 +
=== Previewing an Difficulty Level ===
 +
 
 +
In the '''Difficulty Levels''' sub-menu, the "Preview" button [[File:MetisSmartModelingPreviewButton.PNG|link=]] located above the main list allows the user/administrator to see all properties and information related to the selected Difficulty Level. Selecting a Difficulty Level from the  table/list and clicking on it opens the '''Difficulty Level''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new Difficulty Level.
 +
 
 +
 
 +
[[File:MSM-Attributes-Difficulty-Levels-Preview.png|center|600x400px]]
 +
 
 +
 
 +
{{Note
 +
| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.
 +
}}

Latest revision as of 07:50, 1 October 2013

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