Introduction
The Administration menu is where Perfion administrators manage the setup of Perfion.
Items
In Items you build the “structures” to be expose under Items in the main menu.
Recommended best practice is to expose high volume data carrying items to be managed on a daily basis by “normal” Perfion users. This can be Products, Images, Files, Spareparts, etc. Other data carrying items with low volumes, lower update frequencies or more restricted access can be managed by super users in Feature Data.
TECH NOTE: In web clients older than 5.4, you selected which sections from the windows client to expose as tiem structures in the web client. From version 5.4 and forward, item structures in web client must be built and managed separately from the windows client.
Create or edit an Item structure
Name
Click Add New to create a new item structure, or click the pencil icon to edit an existing item structure. Both open a dialogue where Name is preselected in the left menu. Here you type in the name of the item structure in all active languages:
Feature & Icon
On the Feature & Icon tab, you select the base feature users can manage in the main grid. This is typically a feature called something similar to the name you gave the item structure on the first tab.
You can also add a logo file to be shown in the top menu of the application together with the name.
Categorizers and Searches
On the Categorizers and Searches tab, you manage the options users will have to browse and search for items. You can:
Delete option (red X)
Translate name to all active languages (globe)
Sort options (drag-drop the 6-dot handle)
Specify name in main language (Name (XX))
Choose type (Categorizer or Search)
Choose categorizer feature or search panel (Feature / Search)
Add new option (Add New)
Each row corresponds to en entry in the drop down users see at the top of the left pane of the item structure:
User Access / Group Access
On these two tabs, you grant users and/or user groups access to the item structure:
NOTE: In previous versions, administrators automatically had access to all items. From version 5.4 and forward, administrators must also be granted access to item structures to see them. This allows you to build item structures specifically for some user groups that administrators do not need to see in their daily work.
Channels
In Channels you build your output channels.
Channels are exposed under Channels in the main menu and in the Publish work mode.
Create or edit a channel
Channel Name
Click “New Channel” to create a new channel, or click the pencil icon to edit an existing channel. Both open a dialogue where Channel Name is preselected in the left menu. Here you type in the name of the channel in all active languages:
Channel Feature & Icon
On the Channel Feature & Icon tab, you set up the structure of the channel:
In Channel Feature you select the feature holds the structure of the channel. This is typically a selectable feature called something similar to the name you gave the channel on the first tab.
In Related Item Feature you select the feature that holds the items you want to publish in the channel. This is typically your main product feature, but it can also be other selectable features like images, files, spareparts, etc.
You can also add a logo file to be shown in the top menu of the application together with the channel name.
User Access / Group Access
On these two tabs, you grant users and/or user groups 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
Features
Click “New Search” to create a new global search or click the pencil icon to edit an existing search. Both open a dialogue where Features is preselected in the left menu. Here you set up how the global search should work:
In Base Feature you select the feature the global search should work. This will typically be a feature you use in one of your Item structures.
In Search Feature you add additional configured features in which the global search should look for matches to users’ input. The global search will always search in the selected base feature, so you should not add that. You could add Item Name, Category and Color:
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 the base value or 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.
Searches
In Searches you build search panes.
Search panes are used in Items allowing users to search for items via a specific set of features:
Create or edit a search
Name
Click “Add New” to create a new search, or click the pencil icon to edit an existing search. Both open a dialogue where Name is preselected in the left menu. Here you type in the name of the search:
The name is not localized as it is not exposed to users. The name is only shown when you select a search in an item structure.
Options
On the Options tab, you set up the structure of the search pane. Each row represent a searchable feature in the search pane. Rows can be added, deleted and sorted.
This table explains each column.
Feature | Select the feature users can search for. All feature types can be added to the search pane. Features cannot be updated in an existing row. If you want to from one feature to another, you must delete the row and and a new. |
Filter Type | Select how users will search for values in the feature. Options in this column depends on the selected feature. For some feature types, only a single option is available (preselected). You can potentially choose between these options:
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Scope | This is a legacy function. Use None or Exact as suggested by system. NOTE : Do not change to Intervals even if this is possible. The search pane in web client will return incorrect selection of items if Intervals is selected. |
Operator | Select how user’s search values are matched to item values.
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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
Name
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:
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
Name
Click Add New to create a new security group, or click the pencil icon to edit an existing group. Both open a dialogue with the Name tab preselected. Here you manage the name of the group in all active languages.
User Permissions / 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. |