- Created by Morten Lindequist Køhler, last modified by Jesper Gjedde on Apr 11, 2024
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Introduction
The Administration menu is where Perfion administrators manage the fundamental setup of Perfion.
Items
In Items you decide which of the existing windows client sections you want to expose under Items in the main menu of the web client:
Recommended best practice is to expose sections designed to manage data for a specific item type. This can be Products, Images, Files, Spareparts, etc.
TECH NOTE: The web client only allows one categorizer panel on the left. If your section design includes multiple categorizer panels, all “tabs” from all panels are merged into the drop down in the categorizer’s toolbar
Channels
In Channels you build the channels to be exposed under Channels in the main menu and in the Publish work mode.
Channels are built slightly different than in the section designer in the windows client. Rather than building one section that holds multiple channels, you build each channel individually.
Create or edit a channel
Click “New Channel” to create a new channel, or click the pencil icon to edit an existing channel. Both open a dialogue where you first have to name of the channel in all relevant languages:
Next, choose “Channel Features” and select a Channel Feature and a Related Item feature:
Channel Feature: This feature holds the channel structure and is shown in the left grid in Channels and in the third panel when Publish work mode is activated
Related Item Feature: This feature determines which items users can publish into the channel.
Last, choose “Permissions” and select which users and/or groups have access to the channel:
This completes the channel setup, and the channel is now available in relevant menus.
TECH NOTE: The trained Perfion administrator will recognize, that building a channel is mostly a UI concept. A channel allows users to publish items with the purpose-built channel concept and publish work mode in the web client. From a technical perspective, when an item is published into a channel, the item is simply assigned a value in the channel feature.
Global Search
In Global Search you can activate global search on individual base features.
When Global Search is activated on a base feature, it becomes available for users in the top left corner of the relevant Item section:
Create or edit a global search
Click “New Search” to create a new global search or click the pencil icon to edit an existing search. Both open a dialogue where you first have to choose the Base Feature on which the global search should work. This could be Product:
Next, choose the Features in which global search should look for matches to users’ input. Base Value is preselected and cannot be removed. You could add EAN and Item Name:
With this setup, the global search now appears in sections where Product is base value in the main grid. The global search will return items with values matching the search word in either of the defined search features.
TECH NOTE 1: Global search use MATCH as default operator
TECH NOTE 2: Advanced Search appears as standard when Global Search is activated. Advanced Search allows users to search for any combination of data using all operators. Please see Perfion Web Client User Guide for details.
Top View Groups and View Groups
In Top View Groups and View Groups you can add, edit and delete the primary and secondary groups used to organize features in the Item Editor.
Create or edit a group
Click Add New to create a new group, or click the pencil icon to edit an existing group. Both open a dialogue where you manage the name of the group in all relevant languages:
Delete a group
Click the red X to delete a group.
TECH NOTE: You can’t delete a group if it is used by one or more features.
Sort groups
Groups can be sorted manually. This changes the order in which they apperar in the Item Editor. Drag a group to a new position be clicking and holding the 6-dot “handle”.
Security Groups
In Security Groups you can add, edit and delete security groups. Security Groups control the permissions users and groups have to features assigned to the security group.
Create or edit a security group
Click Add New to create a new security group, or click the pencil icon to edit an existing group. Both open a dialogue with three options.
Name
In Name, you manage the name of the group in all active languages.
User Permissions and Group Permissions
In User Permissions and Group Permissions you manage permissions for users and groups.
Permissions are grouped under Items and Feature Values. To understand this destinction, think of a selectable feature like Color. This feature consists of a list of Items (Red, Blue, Green, etc) that users can choose between when setting a Color value on a product:
Permissions set under Item control users rights to add, edit and delete colors from the list of items. These permissions are only used for selectable features.
Permissions set under Feature Values control users rights to set color values on products.
Permissions, Items | Meaning (examplified by the Color feature mentioned above) |
Read | This is the minimum - and mandatory - permission you can grant. With this permission users can see the list of color items in Feature Data. |
Edit | With this permission users can edit the names of existing color items in Feature Data (e.g. change Reed to Red). |
Move | With this permission users can move existing color items from one parent to another. This is only relevant if the list of items is organized in hierarchies. |
Create | With this permission users can add new color items to the list (e.g. add Maroon to the list) |
Delete | With this permission users can delete existing color items from the list (e.g. delete Maroon). NOTE: Deleting a color item will remove the color from all products where it is used as value. |
Permissions, Feature Values | |
Read | With this permission users can see color values on products but not edit them. |
Edit | With this permission users can add, change and remove color values on products. |
Edit+ | With this permission users can add, change and remove color values on products EVEN if product is locked for editing in general by Feature Item Security. NOTE: Feature Item Security allows you to remove all permission to manage data on a product when the product has a specific value in a specific selectable feature. A typical example would be to remove all permissions to manage data on a product when its Status is set to Discontinued. Feature Item Security can not be managed in the web client yet. |
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