Description of the Sub-Menu Systems

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:

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.

The contents of the Profiles table is sorted alphabetically, thus it cannot be sorted differently.

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.

 

 

| Mandatory fields are displayed in '''bold''' or with a red triangle in front of the field.

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.

 

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]].

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.

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:

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.

 

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.

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.

 

| 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.

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.

 

Once the warning is confirmed, the selected System Profile is removed from Metis Smart Suite and deleted from the Metis Database.

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.

| Edition of the information and properties displayed herein is not possible. If modification are necessary, the edition function described above should be used.