Metis Smart Modeling - Data
From Metis Documentation
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== Translations == | == Translations == | ||
| + | Metis Smart Suite enables an Administrator/MSM User to completely translate the User Interfaces and the content of the application included in the environment. | ||
| - | [[File:MSM-Data-Translation-Export.png|center]] | + | |
| + | === Export === | ||
| + | [[File:MSM-Data-Translation-Export.png|center|link=]] | ||
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| - | [[File:MSM-Data-Translation-Export-OK.png|center]] | + | [[File:MSM-Data-Translation-Export-OK.png|center|link=]] |
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| - | [[File:MSM-Data-Translation-Export-Valid.png|center]] | + | [[File:MSM-Data-Translation-Export-Valid.png|center|link=]] |
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Once the export if validated and the directory is displayed on the user's computer, a series of MS Excel files is listed corresponding to the list of selected elements to be exported. The user/administrator may then open any of them for edition or review. | Once the export if validated and the directory is displayed on the user's computer, a series of MS Excel files is listed corresponding to the list of selected elements to be exported. The user/administrator may then open any of them for edition or review. | ||
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| + | [[File:MSM-Data-Export-Excel-1.png|center|link=]] | ||
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| + | {| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;" | ||
| + | |- | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Highlight | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Color | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Yellow''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MSM-Yellow.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | The export of this element ran successfully. | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Orange''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MSM-Orange.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | The export of this element ran successfully, but there was nothing to export. | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Blue''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | [[File:MSM-Blue.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | The export of this element could not be executed successfully. | ||
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| + | |} | ||
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| + | [[File:MSM-Data-Export-Excel-2.png|center|link=]] | ||
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| + | === Import === | ||
== Import == | == Import == | ||
| + | The table shown in the main window displays all the import processes. It can be sorted alphabetically using the small arrows in the table headers (File Source Name, Last Import and Modification. | ||
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| + | [[File:MSM-Data-Import.png|center|link=]] | ||
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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 import processes 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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| + | ===Creating a new import process=== | ||
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| + | In the '''Mappings and Macros''' window, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Import process. When it is clicked, the '''Mapping, Macro''' selection window opens, it allows to chose which type of import process to create. | ||
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| + | [[File:MSM-Data-Import-Add-1.png|center|link=]] | ||
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| + | Once the type selected from the list, the new Mapping or Macro can be defined by validating the current window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. When done, the related creation window opens, it allows to define all related information. | ||
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| + | ==== Mapping ==== | ||
| + | [[File:MSM-Data-Import-Add-Mapping.png|center|600x400px]] | ||
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| + | ==== Macro ==== | ||
| + | [[File:MSM-Data-Import-Add-Macro.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Mapping or Macro can be saved by validating the creation window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| + | ===Running an existing import process=== | ||
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| + | ===Modifying an existing import process=== | ||
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| + | In the '''Mappings and Macros''' 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 import process. Selecting an import process and clicking on it opens the import process related edition window where all related properties and information can be edited. | ||
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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 import process. Modifications applied to the selected import process will only be saved once the 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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| + | {{Note | ||
| + | |When trying to edit an import process where the related file has been deleted or moved from the source directory, Metis Smart Suite shows the following warning. To solve this situation, either place the file back in the corresponding folder or continue editing the import process and modify the source file. | ||
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| + | [[File:MSM-Data-Import-Edit-2.png|center|link=]] | ||
| + | }} | ||
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| + | ===Deleting an existing import process=== | ||
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| + | In the '''Mappings and Macros''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected import process. Selecting an import process and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM-Data-Import-Delete.png|center|link=]] | ||
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| + | Once the warning is confirmed, the selected import process is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | Deleting an import process doesn't delete the data imported using this mapping or macro. | ||
| + | }} | ||
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| + | ===Previewing an existing import process=== | ||
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| + | In the '''Mappings and Macros''' 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 import process. Selecting an import process from the table and clicking on it opens the related preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new import process. | ||
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| + | {{Note | ||
| + | | Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used. | ||
| + | }} | ||
== Modeling == | == Modeling == | ||
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| + | === Export === | ||
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| + | === Import === | ||