Metis Smart Modeling - Documents
From Metis Documentation
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The documents defined here in Smart Modeling are the documents to which Smart Quotes users will have access to. These documents can be assigned to both the Offer and System levels. | The documents defined here in Smart Modeling are the documents to which Smart Quotes users will have access to. These documents can be assigned to both the Offer and System levels. | ||
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== Document Types == | == Document Types == | ||
| - | The following document types are available | + | The following document types are available in Metis Smart Suite. |
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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;" | {| class="wikitable centre" width="90%" style="border-collapse: separate; border-spacing: 0; border-width: 1px; border-style: solid; border-color: grey;" | ||
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'''Crystal Report''' | '''Crystal Report''' | ||
| width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| - | [[File: | + | [[File:MetisSmartModelingIconDocCrystal.png|link=]] |
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
When selecting crystal report the user must then choose which type of document they would like to generate, either a PDF, MS Word, or MS Excel document. A prepared template for the crystal report will then be used to generate the type of document selected. | When selecting crystal report the user must then choose which type of document they would like to generate, either a PDF, MS Word, or MS Excel document. A prepared template for the crystal report will then be used to generate the type of document selected. | ||
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'''Metis''' | '''Metis''' | ||
| width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| - | [[File: | + | [[File:MetisSmartModelingIconDocMetis.png|link=]] |
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| - | A Metis type document is selected when the user wishes to generate a file | + | A Metis type document is selected when the user wishes to generate a file which was fully specified in advance and implemented by Xpert Technologies SA. |
The template will define where the information taken from Metis will appear in the document once generated. Meaning that the template could define that certain information appear at the top left of the document or other information appear in a table, etc. | The template will define where the information taken from Metis will appear in the document once generated. Meaning that the template could define that certain information appear at the top left of the document or other information appear in a table, etc. | ||
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'''Other files''' | '''Other files''' | ||
| width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 1px 0" | | ||
| - | [[File: | + | [[File:MetisSmartModelingIconDocPDF.png|link=]] |
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 1px 0" | | ||
| - | Other files could be .txt | + | Other files could be .txt, .pdf or .ppt files which the user wishes to generate. For those files, no content will be added before generating it. |
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| width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | | width="15%" style="border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
'''Word with OLE links''' | '''Word with OLE links''' | ||
| width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | | width="5%" style="text-align:center; border-style: solid; border-color: grey; border-width: 0 1px 0 0" | | ||
| - | [[File: | + | [[File:MetisSmartModelingIconDocDOC.png|link=]] |
| width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | | width="80%" style="border-style: solid; border-color: grey; border-width: 0 0 0 0" | | ||
Word with OLE links is very much like a basic word document, however the user now has the option of embedding information within the document via OLE links. For example, the user requires the name of the project in their document. | Word with OLE links is very much like a basic word document, however the user now has the option of embedding information within the document via OLE links. For example, the user requires the name of the project in their document. | ||
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== Assigning Documents to Versions == | == Assigning Documents to Versions == | ||
| - | Before anything else, the user must first use the version drop-down list and select the version in which | + | Before anything else, the user must first use the version drop-down list and select the version in which he would like to manage documents. The version that is at the top of drop-down list is the version in which the user is logged in the parent version. Any other versions that are found in the drop-down list are child versions. For a child version to appear in the drop-down list, the child version must have been previously set as administrator free. If this is not the case, it will not show up in the drop-down list. |
| - | Any other versions that are found in the drop-down list are child versions | + | |
When selecting a child version from the drop-down list, a check-box appears to the right of the drop-down list which grants the user the option for the child version to use the same documents as the parent version, meaning that any documents from the child version will no longer be accessible when the check-box has been ticked; this applies both in Smart Modeling and Smart Quotes. | When selecting a child version from the drop-down list, a check-box appears to the right of the drop-down list which grants the user the option for the child version to use the same documents as the parent version, meaning that any documents from the child version will no longer be accessible when the check-box has been ticked; this applies both in Smart Modeling and Smart Quotes. | ||
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| - | + | In the '''Documents''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main table allows the user/administrator to create a new Document. When it is clicked, the '''Document''' window opens. Documents are listed in the table below organized by their name in the '''Designation''' field or by the date they were added in the '''Date''' field. The user must first choose between '''Offer Level''' and '''System Level''' by selecting the appropriate radio button. If the user chooses the Offer level, then the document will be available to all offers found in Smart Quotes and refer to the content of the offer altogether. For the system level, once the radio button has been ticked, a list of all the systems found in Metis will be presented in another table below. The user can then select the desired systems which will have access to the document by ticking the appropriate check-boxes. Documents linked to system will be available in Metis Smart Quotes for the selected system(s) and refer only to the content of the occurrence of a system. Then the user must select the type of document from the '''Document Type''' drop-down list. | |
| - | The user must first choose between '''Offer Level''' and '''System Level''' by selecting the appropriate radio button. If the user chooses the Offer level, then the document will be available to all offers found in Smart Quotes and refer to the content of the offer altogether. For the system level, once the radio button has been ticked, a list of all the systems found in Metis will be presented in another table below. The user can then select the desired systems which will have access to the document by ticking the appropriate check-boxes. Documents linked to system will be available in Metis Smart Quotes for the selected system(s) and refer only to the content of the occurrence of a system. Then the user must select the type of document from the '''Document Type''' drop-down list. | + | |
In the table below the user must enter the name of the document in the '''Document Name''' field for each of the available languages then select the document file by clicking on the icon to the right of the '''File Name''' field. | In the table below the user must enter the name of the document in the '''Document Name''' field for each of the available languages then select the document file by clicking on the icon to the right of the '''File Name''' field. | ||
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| - | === | + | {{Video |
| + | | <mediaplayer width='400' height='300' image='http://www.xpert-technologies.ch/mediawikidev/images/8/89/VID_Defining_a_document_in_Smart_Modeling.png'>File:VID_CreatingAProfileGroup.png</mediaplayer> | ||
| + | | Defining and linking documents. | ||
| + | }} | ||
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| + | Once all related mandatory and optional information have been set, the new Document can be saved by validating the '''Document''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | ||
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| - | + | === Editing an linked document === | |
| + | In the '''Documents''' 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 Document. Selecting a document and clicking on it opens the '''Document''' edition window where all related properties and information can be edited. The user may then edit the document name, type, file associated as well as the systems linked to the document if the document is from the system level. | ||
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| - | + | [[File:MSM-Documents-Edit.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 Document. Modifications applied to the selected document will only be saved once the Documents edition window is validated using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. This will update the table 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 a document === | ||
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| + | In the '''Document''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main table allows the user/administrator to delete the selected Document. Selecting one or more Documents and clicking on it displays the following confirmation window. | ||
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| + | [[File:MSM_Attributes_Attributes_Delete.png|center]] | ||
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| + | Once the warning is confirmed, the selected Document is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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== Preparing documents == | == Preparing documents == | ||
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| + | In the case of "Word with OLE links", the template documents need to be created in order for the application to be able to use them. The goal is to set up the document with the "corporate" look and add the required OLE tags in the correct part of the file. Please refer to the following section for more information on supported OLE tags and how to use them. | ||
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| + | In the case of "Metis" document, the development of the template and what information needs to be shown in it has to be specified to Xpert Technologies in order for it to be implemented and then delivered to the administrator. | ||
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| + | In the case of "Crystal Report" document, a template needs to be created with Crystal Report (R) in order for Metis Smart Quotes to be able to use it. | ||
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| + | In the case of "PDF" files, Metis Smart modeling interprets this type of file as documents where no information can be inserted, This means that the administrator simply needs to take an existing document to be used by the application. | ||