Description of the Menu Versions
From Metis Documentation
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| - | [[File: | + | [[File:IMG_Version_Concept.png|center|600x400px]] |
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Versions in the main table may be represented by several different types of icons. | Versions in the main table may be represented by several different types of icons. | ||
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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" | Type of Version | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | Icon | ||
| + | ! 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" | | ||
| + | '''Normal Version''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingVersionIcon.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | Standard Metis Smart Suite Version. | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | '''Version without Admin''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | [[File:MetisSmartModelingVersionNoAdminIcon.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | There are no Users defined as administrator for this version. It depends entirely on the parent version's Administrator. | ||
| + | |- | ||
| + | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Inactive Version''' | ||
| + | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | [[File:MetisSmartModelingVersionInactiveIcon.png|link=]] | ||
| + | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | Version exists in the Metis Smart Suite Database, but has been disabled. | ||
| + | |- | ||
| + | |} | ||
| + | |||
A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system. | A lock icon may be found preceding any of these types of versions. The lock icon signifies that the version was not created in the version currently logged-in, but in another version or by an automated system. | ||
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[[File:MSM_Versions_Versions.png|center|600x400px]] | [[File:MSM_Versions_Versions.png|center|600x400px]] | ||
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[take a screenshot of for example a system profile[title it "main profile"] with several check-boxes unticked and one["additional profile"] with the same check-boxes ticked, and then screenshot of additional profiles for profile groups for the user] | [take a screenshot of for example a system profile[title it "main profile"] with several check-boxes unticked and one["additional profile"] with the same check-boxes ticked, and then screenshot of additional profiles for profile groups for the user] | ||
}} | }} | ||
| + | |||
| + | |||
| + | {| 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" | Type of rule | ||
| + | ! scope=col style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | Description | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Version Specific Objects''' | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | Available only in the version where created and in the child versions if access was granted. | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| + | *Employees | ||
| + | *Offices | ||
| + | *Positions | ||
| + | *Attributes | ||
| + | *Hierarchies | ||
| + | *Segments | ||
| + | *Price Groups | ||
| + | *Price Categories | ||
| + | *Documents | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | '''Objects implicitly linked''' | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | Allowed modifications which are done to part of an object (i.e. description) are then valid also for all child versions, | ||
| + | |- | ||
| + | | width="25%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| + | | width="75%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
| + | *Translations (descriptions all positions, attributes, hierarchies, prices, systems and languages) | ||
| + | *Data Management type objects | ||
| + | |- | ||
| + | |} | ||
=== Managing versions === | === Managing versions === | ||
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* Default currency : set the default currency to used for all offers created within this version. | * Default currency : set the default currency to used for all offers created within this version. | ||
* Role for client condition : Role which specifies which Address is taken to apply '''[[Description_of_the_Menu_Prices#Customer_Prices|Customer Prices]]'''. | * Role for client condition : Role which specifies which Address is taken to apply '''[[Description_of_the_Menu_Prices#Customer_Prices|Customer Prices]]'''. | ||
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| + | '''''Login''''' | ||
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| + | * Default Password: Default password for any new user or when resetting a user's password. | ||
| + | * Mandatory Password Change: Selection for password change requirement. | ||
| + | * At least 1 Upper Case Letter: Any password provided by the user should at least hold 1 upper case letter. | ||
| + | * At least 1 Lower Case Letter: Any password provided by the user should at least hold 1 lower case letter. | ||
| + | * At least 1 Mandatory Number: Any password provided by the user should at least hold 1 number. | ||
| + | * At least 1 Mandatory Special Character: Any password provided by the user should at least hold 1 special character. | ||
| + | * Minimum Length: Any password provided by the user should have a minimum length of the defined number of characters. | ||
| + | * Warning Period [days]: Number of days before the end of the validity of a password when a warning message will be displayed to the user to change his password. | ||
| + | * Validity Period [days]: Validity period for a given password. | ||
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'''[[Description of the Menu Profiles | Profiles]]''' are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited. | '''[[Description of the Menu Profiles | Profiles]]''' are set to a version by the parent of that version in the section '''From Creator'''. Versions that have been automatically created by importation have their profiles also automatically set and cannot have their profiles edited. | ||
| - | However, additional profiles can be given to these versions in the section '''From parent'''. The ''' | + | However, additional profiles can be given to these versions in the section '''From parent'''. The '''From parent''' section is only visible for these automatically created versions. To the right of the edit icon column is another column that has an eye for an icon. |
Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile. | Clicking on this eye lets the user see what items are defined by the current profile. Meaning that if the system profile "Default systems" was selected, doing so will display which systems are available in this profile. | ||
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[[File:MSM_Versions_Versions_add_profiles.png|center|600x400px]] | [[File:MSM_Versions_Versions_add_profiles.png|center|600x400px]] | ||
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| + | {{Note | ||
| + | | Differentiation must be made between the two different classes of Profiles: the ones defining privileges for content and for functionnalities. In the case of a Version, both classes can be set. For content related profiles, the content available in a child version is the 'union' of the profiles provided by the version creator and the parent version. When creating manually a version, it only can only hold preset profiles defined as 'From Creator', there are no additional profiles coming from a distant parent. Those profiles are automatically based on the content available and defined in the version from which it is created. As for the Functionality Profiles, they will be used in the child Version as a basis for future grandchild version or duplicated Profiles. | ||
| + | }} | ||
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| - | In the rightmost column, the icon representing an eye can be used to display the list Systems, Hierarchies, Price Categories, Attributes, Variants, Service Models and Tax Models which have been set for the various profiles. No edition is possible. | + | In the rightmost column of the table displayed in the '''Version''' preview window, the icon representing an eye can be used to display the list Systems, Hierarchies, Price Categories, Attributes, Variants, Service Models and Tax Models which have been set for the various profiles. No edition is possible. |
==== Version without Administrator ==== | ==== Version without Administrator ==== | ||
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| Setting up a version without an administrator. | | Setting up a version without an administrator. | ||
}} | }} | ||
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== Access == | == Access == | ||