CMS Web Client Overview

Overview

CMS overview

(1) Main Toolbar

The Main toolbar allows to access to basic functions.

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 right area is saved
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.
Import	Allows to import/update objects below selected Folder using an xls file.

Print: how to use

TBC

Import: how to use

TBC

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 in CMDB by many filters

(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/Import: how to use

TBC

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.

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)

(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	TBC
Zoom Out	TBC
Fit	TBC
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	TBC
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	TBC
Eclipse	TBC
Rectangle	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.
File:X.png Arrange	TBC
File:X.png Attributes Placement	TBC
File:X.png Assignments	TBC
File:X.png Appearance	TBC
File:X.png Load Image	TBC

Context menu on relation occurrence

Field	Meaning	Comments
File:X.png Connection	TBC
File:X.png Attributes Placement	TBC