CMS Web Client Overview

Overview

CMS overview

(1) Main Toolbar

The Main toolbar allows to access to basic functionalities.

File

Field	Meaning	Comments
Change Password	Allows change password for current User	This functionality is available only in Standalone mode.
New Model	Allows the creation of new Model in selected Folder.
New Object	Allows the creation of new Object definition in selected Folder.
Save	Selected Model in Model area is saved
Print	Selected Model will be exported in docx document (multiple selection is supported shift+drag or ctrl+click)
Print Preview	CMS will visualize a preview of export for selected Model.
Print Settings	Allows to setup the default Print options
Import	Allows to import/update objects below selected Folder using an xls file.

Print: how to use

This functionality help User to generate a docx or PDF document containing selected Models. It will not call the printer, instead it will create a document. Is possible to create a docx or PDF document containing one or more Models.

First of all is suggested to check and modify the Print Settings:

Field	Meaning	Comments
Document Format	Word or PDF, default format
Document Layout	Portrait or Landscape, ref. to a document with A4 format
Text	The 2 columns ref. to Header/Footer: optionally is possible to insert text in one or both sections
Font Size	Font used in Header/Footer
Text Align	Text alignment in Header/Footer
Bold/Italic/Underline	Other options for text in Header/Footer
Image Scale	Define the quality of Model images in printed document (1 = min, 5 = max)

Print Settings defined in File menu are considered as default for all the Models. Will be possible to define different Print Settings from Model Context menu (see below).

Select the Models in Project Explorer (one or many) to be Printed and then click on File\Print option.

Import: how to use

This functionality allows to import/update Object Definitions in CMS from an xlsx file.

The imported xlsx file shall mandatory contain the following structures:

1. Row 1: shall define Model Type
2. Column 1: shall optionally contain the GUID corresponding to Object Definition to be updated.
3. Column 2: shall mandatory contain the Name of Object (to be inserted or updated).
4. Column 3: shall mandatory contain the Type of Object (to be inserted or updated).
5. Column 4: shall optionally contain the CMS Path of Object (if import is used to update existing Objects).
6. Column 5 ... N: shall optionally contain the Name of Attributes defined for the Object Type.

Import Template

Example:

1. Row 1: define to use "Data Model 1"
2. Row 3, Column A: GUID not present - new Object Definition will be created.
3. Row 3, Column D: the new Object Definition will be created in folder "Company A\Hardware\Server".
4. Row 3, Column E: an Attribute with Name "IP" will be initialized with value "192.168.0.1".
5. Row 4, Column A: GUID is present - CMS will try to match it and update the Object Definition.
6. Row 4, Column D: the new Object Definition will be searched in folder "Company A\Hardware\Server" (and sub Folders).
7. Row 4, Column E: an Attribute with Name "IP" will be updated with value "192.168.0.2".

Note 1: if Object GUID is not found, a new Object Definition will be created.

Note 2: An empty template to be used in Import function can be obtained with Export function (see below - Folder Context Menu)

Import example

Edit

Field	Meaning	Comments
Undo	Undo the last operation in Model area.
Redo	Redo the last operation in Model area.
Search	Allows to search Object/Relations in CMS	In Search result area will be present context menu (right click on each row).

Search: how to use

This function allows to search among Objects or Relationships existing in CMS and match the inserted criteria in like.

There are 3 types of search available:

1. Objects and Occurrences
2. Relationships
3. Relationships by attributes

Insert the searched string in text area and select the fields of CMS entities where match it, then press button Search: result entities will be visualized below.

(2) Project Explorer

The Project Explorer toolbar allows browsing models and objects. All the items are grouped in folders, enabling a comfortable navigation of the tree.

The Objects present in Project Explorer will be considered as Configuration Items definition. When an existing Object is drag&drop from Project Explorer to Model: an Occurrence of that Object will be created. Many Occurrences of the same Object definition can be created in the same or in different Models. Change of any Attribute values starting from definition or from any Occurrences: will change the Object definition.

Toolbar

Field	Meaning	Comments
Refresh	Allows refreshing the Project Explorer tree.
Expand/Collapse	Allows expanding or collapsing Project Explorer tree.
	Allows showing or hiding models in Project Explorer tree.
	Allows showing or hiding objects in Project Explorer tree, objects are shown in their folders
Enable/Disable	Enable: drag&drop from Project Explorer folders is allowed. Disable: drag&drop of Object from Project Explorer Folder to Model is allowed.
Organize	TBC
Settings	TBC
	Selected Model in right area is saved

Context Menu

The following functions are common to all the entities present in Project Explorer:

1. Folder
2. Model
3. Object

All the function icons can be active or inactive:

1. Active icons are fully colored and can be selected by current User
2. Inactive icons are grayed and can't be selected by current User

Field	Meaning	Comments
Copy	Allows to copy in clipboard selected entity	Copy a Folder with sub entities will copy them too.
Paste	Allows to paste from clipboard selected entity	It will be pasted under selected Folder. Paste on Folder will create ONLY copied Folder and sub Folders too (Models and Objects will be not pasted).
Refresh	Allows to refresh the content of selected Folder (or Root)
Details	Allows to load the details of current entity	Details will be loaded in the right area and grouped in many Tabs. Tabs number and name depends from selected entity.
Rename	Allows to rename selected entity
Delete	Allows to delete selected entity	Sub entities will be deleted too. Any Models or Objects present in selected Folder or in sub Folders will be deleted too. Any Object Occurrences present in other Models (present in other Folders) will deleted too.
Attribute Copy	Allows to copy in clipboard the Attribute values of the selected entity
Attribute Paste	Allows to copy in clipboard the Attribute values of the selected entity	It will be active only after an Attribute Copy executed on the same entity.

Context menu on Folder

The following functions are available for Folder entity.

Field	Meaning	Comments
Folder	Allows to create a new Folder under the selected one
Create Model	Allows to create a new Model instance under the selected one	A popup allows to select the Data Model and the Model Name
Create Object	Allows to create a new Object definition under the selected one	A popup allows to select Data Model, Object Type and Object Name
Import	Allows to import/update objects below selected Folder using an xls file.
Export	Allows to export objects below selected Folder or export an empty xls template (to be used in Import function).

Export: how to use

This functionality allows to export an xlsx Empty Template (to be used in Import functionality) or an xlsx containing data related to defined Objects present in selected Folder (and sub Folders).

After click on Export functionality a popup will be visualized

Field	Meaning	Comments
Empty template	Check it if only xlsx Template is needed (for Import)
Recursive	Check it if export shall contain also Objects in sub Folders
Model Type	Select the Data Model
Object Type	Select one of the Object Type defined in selected Data Model
Attributes	Optionally select one or more Attributes

click on button Export to generate the xlsx file.

Context menu on Model

The following functions are available for Model entity.

Field	Meaning	Comments
Edit	Selected Model will be opened and checkout: it will be ready for updated	This function will not available if another User has selected Model in checkout.
Open(Read Only)	Select Model will be opened in Read-Only.
Baseline	Selected Model and all the entities (Object occurrences and Relation Occurrences) present on it will be copied. A new definition of all the entities will be created.
Print	Selected Model will be exported in docx document (multiple selection is supported shift+drag or ctrl+click)	Many options are present to define the export quality.
Print Preview	CMS will visualize a preview of export for selected Model.
Print Settings	Allows to setup the Print options for the selected Model.

Context menu on Object

The following functions are available for Object entity.

Field	Meaning	Comments
Localize	Allows to Localize the Object Occurrences in Models
Add To Model	Allows to add an Object Occurrence to any Models (belonging to same Object definition Data Model)
Move To	Allows to move selected entities to another Folder	Frequently this function is used to move many Object definitions to another Folder
Exploration Model	Allows to explore the connected Object Occurrences to the selected one.
Replace	Allows to replace the Object attribute values with attribute values get from another Object definition.	Click on it and select another Object (with same Type): attribute values of starting Object will be replaced with values get from selected Object

Exploration Model: how to use

TBC

Attributes

This table allows to manage the values of select entity. Attributes are available for:

1. Object
2. Relation
3. Model
4. Folder

In CMS are available the following type of Attributes:

1. Text: free text
2. Text(multiline): free text multiline
3. Rich Text: free text with possibility to define the char font
4. Datetime
5. Number (Float)
6. Number (Integer)
7. Checkbox
8. Drop Down list: a list of values (single selection)
9. Hyperlink
10. List box: a list of values (multi-selection)

CMS allows to define new Attributes: Fat Client shall be used to perform this configuration.

(3) Model Design

The Model Design toolbar allows to create and manage existing models.

Toolbar

Field	Meaning	Comments
Save	Allows to save currect Model
Refresh	Allows to refresh current Model.
Undo	Undo last operation on current Model.
Redo	Undo last operation on current Model.
Cut	Allows to cut selected Object Occurrence.
Copy	Allows to copy selected Object Occurrence.
Paste	Allows to paste selected Object Occurrence.
Export	TBC
Print	Selected Model will be exported in docx document (multiple selection is supported shift+drag or ctrl+click)	Many options are present to define the export quality.
Print Preview	CMS will visualize a preview of export for selected Model.
Print Settings	Allows to setup the Print options for the selected Model.
Zoom In	Zoom in Model area.
Zoom Out	Zoom out in Model area.
Fit	Fit map in Model area.
Check Out	Allows to Check Out current Model: this will enable editing and exclusive ownership of Model until next Check In.
Check In	Allows to Check In current Model: this will save the changes and free Model from current User exclusive ownership.
Full Screen	TBC
Attributes	Enable Attributes in popup. After check it, right click on Object Occurrence in Model: a popup with Attributes will appear
Shape	Allows to change the shape of selected relations and set selected relationship shape for next relationships
Rounded	Setup rounded corner for selected relationships.
Layout	TBC
Binding Layer	Allows to draw and setup a Binding Layer (see below for details)
Text	Text area, can be added in current Model
Eclipse	Ecplise shape, can be added in current Model	Useful to highlight a part of map
Rectangle	Rectangle shape, can be added in current Model	Useful to highlight a part of map

Binding Layer: how to use

TBC

Shapes Area

Drag&drop an Object Type from this area into Model area will create:

1. An Object Definition in the same Model Folder.
2. An Object Occurrence in the Model.

Model Area

Here is possible to draw a map by combinations of Object Occurrences and Relation Occurrences.

Outline Area

This area is a specific graphical view, which helps to navigate through large Models.

This area shows entire model, zoomed to the size of Outline area, additionally it shows currently visible part of model as blue rectangle. Dragging this rectangle with mouse it is possible to walk through main model view.

Context menu on Object Occurrence

Field	Meaning	Comments
Localize	Allows to Localize the Object Occurrences in Models
Exploration Model	Allows to explore the connected Object Occurrences to the selected one.
Replace	Allows to replace the Object attribute values with attribute values get from another Object definition.
Arrange	Some options to manage Object Occurrence foreground/background
Attributes Placement	TBC
Assignments	This option allows to connect current Object Occurrence to an existing Model	Useful to create a detailed map an represent it with an object occurrence in a high level map
Appearance	TBC
Load Image	TBC

Context menu on relation occurrence

Field	Meaning	Comments
Connection	TBC
Attributes Placement	TBC