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| | {{MetisTitle | | {{MetisTitle |
| - | | METIS SMART MODELING | + | | METIS SMART QUOTES |
| | | Metis Smart Quote consists of the following main menus: | | | Metis Smart Quote consists of the following main menus: |
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| | * [[Description of the Menu Open | OPEN]] | | * [[Description of the Menu Open | OPEN]] |
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| | == Log In == | | == Log In == |
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| - | The first time the application is launched, the following window might appear:
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| - | [[File:MetisSetupSQLParameters.PNG|center|360x370px]]
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| - | To be able to use the application, information regarding the database must be provided. Enter the server name and the database name that was created for Metis Smart Quotes. If not filled-in, enter the SQL server login credentials then click on the ''Save'' button. These pieces of information are stored and the login window appears.
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| - | {{Warning
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| - | | Carefully check the parameters before clicking on the ''Save'' button. In case of mistake, it is not possible to edit again these parameters from this window.
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| - | Metis Smart Quotes is password protected as shown below:
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| - | [[File:MetisLoginWindow.PNG|center|360x370px]]
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| - | Enter the correct credentials to start Metis Smart Quotes.
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| - | If the user fails to provide correct credentials four consecutive times, the login window closes.
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| - | {{Note
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| - | | If the Single Sign On parameter is set to ''Yes'', it is possible to start Metis Smart Quotes without the need of entering credentials. Refer to the [[Description of the Menu Setup | Setup]] menu.
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| - | === Change Password ===
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| - | The default password is communicated to the Smart Quotes user by the administrator. The password can be changed after starting up Smart Quotes in the User Data section under the [[Description of the Menu Setup | Setup menu]].
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| - | Depending on the administrator settings, it may be necessary for users to change their password immediately upon the start up of Smart Quotes. If so, the following message appears:
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| - | [[File:MetisSmartQuotesPasswordValidityPopUp.PNG|center|]]
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| - | Upon acknowledgement of the message, the change password window appears as shown in the following example:
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| - | [screenshot of the change password window]
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| - | When changing the password, the current password must first be entered then the new password must be entered twice. According to the administratorís settings, the password may have to contain a certain number of characters, and may have to be composed of upper or lower case letters, numbers, or special characters.
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| - | The following characters are considered as special characters: ! ì # $ % & ë ( ) * + , - . / : ; < = > ? @ [ \ ] ^ _ ` { | } ~
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| - | The new password cannot be saved until all the conditions are met.
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| - | If the administrator has determined a period of validity for the user's password, a warning message alerts the user before the password is about to expire, as shown in the following example:
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| - | [[File:MetisSmartQuotesWarningPasswordValidityPopUp.PNG|center|]]
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| - | The user may decide to change the password before the deadline. Upon expiration of the validity period, the password will have to be changed.
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| - | {{Note
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| - | | If the Smart Quotes user has enabled the single sign on mode, the validity period control of the password is on hold. The Smart Quotes user does not receive the warning messages or does not have to change his/her password upon expiration of the validity period of the password.
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| - | === Nomad User ===
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| - | If the Smart Quotes user has a Nomad user status, that user can connect to other versions descending from his/her own version (children versions, grandchildren versions, etc...). If so, after the login window, another window appears where the Smart Quotes user can select the version in which he/she wants to log in, as shown in the following example:
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| - | [[File:MetisSmartQuotesNomadUserVersionSelectionWindow.png|center]]
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| - | The Smart Quotes user can select his/her own version or any authorized sub-version.
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| - | When logged in a sub-version as a Nomad user, the Smart Quotes user has access to completely different sets of data than when logged in his/her own version.
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| | == Layout == | | == Layout == |