Description of the Sub-Menu Systems
From Metis Documentation
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| + | In Metis Smart Modeling [[Metis_Smart_Modeling_-_Systems#Systems|Systems]] are logical entities which are the building block of an offer in Metis Smart Quote. In a commercial logic, not all users would be able to propose all systems listed in the application to their customers. In the System Profile menu, the administrator can define and manage the systems, subsystem and system groups in order to enable them for a group of users or an individual user, as shown in the following example: | ||
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| - | [ | + | [[File:MSM_Profiles_Systems.png|center|600x400px]] |
| + | The system profiles defined in this menu can then be attributed at a version level and to a Metis Smart Quotes users. | ||
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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 system profiles 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. | ||
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| + | The system profiles table consist of two columns: | ||
| + | * the first column may contain a padlock icon. If a padlock icon appears, this means that the profile cannot be deleted nor its properties edited. Only an administrator of the parent version can delete the profile or edit its properties. | ||
| - | + | * the second column contains the designation of the profile. | |
| + | The contents of the Profiles table is sorted alphabetically, thus it cannot be sorted differently. | ||
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| + | === Adding a System Profile === | ||
| + | In the '''System Profiles''' sub-menu, the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] located above the main list allows the user/administrator to create a new System Profile. When it is clicked, the '''System Profile''' creation window opens, it allows to define all related information. | ||
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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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| - | + | [[File:MSM_Profiles_Systems_Add_Systems.png|center|600x400px]] | |
| - | The | + | The properties of a profile consist of the profile name, the authorized group of systems, the authorized systems and the authorized subsystems. The administrator must provide a valid name for the profile to be able to save it. A pop up appears if the administrator tries to save the profile with the '''Profile Name''' field left blank or if the name already exists. |
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| - | The | + | The system profile window consists of three tabs: |
| + | * '''Group of Systems''' : intended to be used to group together Systems that can be compared | ||
| + | * '''Systems''' : logical entity of Metis Smart Quote to build an offer on | ||
| + | * '''Subsystems''' : sub-entities of systems (sometimes called Applications) | ||
| - | + | For each of these tables, at least one group of systems, one system, and one subsystem must be selected for the Metis Smart Quotes user to have systems available when creating an offer. The tables contain the group of systems, the systems and the subsystems available in the [[Description of the Menu Systems | Systems menu]]. | |
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| - | + | {{Warning | |
| + | | Providing access to a group of systems doesn't provide access to all the systems it contains. If a group contains 4 systems, the administrator can still chose (through the system tab) to limit access to 2 out of the 4 listed. | ||
| + | }} | ||
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| - | + | In the three tabs, a padlock icon might appear to indicate that the group of systems, the system, and the subsystem has been inherited. By clicking on the header of the '''Authorized''' column, it is possible to sort the contents of the table to display the authorized group of systems, systems, or subsystems first, then the unauthorized ones. The reverse order is also possible. By clicking on the header of the '''Group of Systems''', '''Systems''' or '''Subsystems''' column, it is possible to sort the contents of the table by alphabetical order. It is also possible to search for a group of systems, a system, or a subsystem by clicking on the magnifying glass icon. | |
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| - | + | Once a name has been provided for the new System Profile, appropriate Systems, SubSystems and /or Groups of Systems can be set to '''authorized'''. When done validating the window will create the new System Profile. | |
| - | + | Below the group of systems, systems, or subsystems tables, the '''All''' and '''None''' buttons allows to select or unselect all the entries of the table. | |
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| - | + | Once all related mandatory and optional information have been set, the new System Profile can be saved by validating the '''System Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | |
| - | + | === Creating a Duplicate System Profile === | |
| - | + | To create a new profile, the administrator can also create a duplicate of an existing profile and then edit it accordingly. To do so, the administrator must select a profile and then click on the "Duplicate" button [[File:MetisSmartModelingDuplicateButton.PNG|link=]]. The System Profile window appears as shown in the following example: | |
| - | + | [[File:MSM_Profiles_Systems_Edit_Groups_of_Systems.png|center|600x400px]] | |
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| - | + | By default, the profile name field displays the name of the profile which has been duplicated. The administrator must provide another name for the profile as it is not possible to provide a profile name that already exists. If the administrator tries to do so, a pop-up window appears when trying to save the profile. | |
| - | + | The administrator can then define the properties of the new profile (i.e. the authorized group of systems, systems, and subsystems). Once the window is validated, the changes are saved in Metis Smart Modeling. | |
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| - | + | Once all related mandatory and optional information have been set, the new System Profile can be saved by validating the '''System Profile''' window using the [[File:MetisSmartModelingOKButton.PNG|link=]] button at the bottom of the window. | |
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=== Editing a System Profile === | === Editing a System Profile === | ||
| - | Selecting a | + | In the '''System Profiles''' 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 System Profile. Selecting a System Profile and clicking on it opens the '''System Profile''' edition window where all related properties and information can be edited. |
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| + | [[File:MSM_Profiles_Systems_Edit_Subsystems.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 ... . Modifications applied to the selected ... 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 | ||
| + | | If the administrator does not have the right to edit the properties of a profile (i.e. presence of a padlock icon), a pop-up window appears. | ||
| + | }} | ||
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=== Deleting a System Profile === | === Deleting a System Profile === | ||
| - | + | In the '''System Profiles''' sub-menu, the "Delete" button [[File:MetisSmartModelingDeleteButton.PNG|link=]] located above the main list allows the user/administrator to delete the selected System Profile. Selecting a System Profile and clicking on it displays the following confirmation window. | |
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| - | + | [[File:MSM_Profiles_Systems_Delete.png|center]] | |
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| - | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | + | If the profile has been attributed to versions and profile groups, the confirmation window indicates the number of versions and profile groups using this profile. |
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| + | Once the warning is confirmed, the selected System Profile is removed from Metis Smart Suite and deleted from the Metis Database. | ||
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| + | {{Note | ||
| + | | Remember that profiles with a padlock icon cannot be deleted. If the administrator tries to do so, a pop-up window appears. | ||
| + | }} | ||
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=== Previewing a System Profile === | === Previewing a System Profile === | ||
| - | Selecting a | + | In the '''System Profiles''' 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 System Profile. Selecting a System Profile from the list and clicking on it opens the '''System Profile''' preview window. For detailed descriptions of all information available in this window please refer to the section dedicated to the creation of a new System Profile. |
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| - | [ | + | [[File:MSM_Profiles_Systems_Preview_Systems.png|center|600x400px]] |
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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. | ||
| + | }} | ||