Menus and Buttons (4.1)

Configuration Menus

The contents of the menus in the menu bar may change depending on which configuration type has been opened in the currently displayed tab. The following sections describe the standard menus for configurations. Some configuration types may have additional menus or menu items and those are described for each configuration, in this document or in the respective user guide.

The Desktop standard menus are described in Starting and Managing Desktop Client (4.1).


Item

Description

New

Creates a new configuration that will be visible in a new tab. You can only create a configuration of the same kind as the one in the tab you are working in. To create another type of configuration, click the New Configuration button in the upper left part of the Desktop window.

Open

Opens a saved configuration that will be visible in a new tab. You can only open a configuration of the same kind as the one in the tab you are working in. To open another type of configuration, double-click on a configuration in the Configuration Navigator, or right-click on a configuration and then select Open Configuration(s)... .

Save



Saves the configuration.

After clicking Save, a dialog box opens. In the Version Comment text box, type a description of the changes that you have made, then click OK . This information will be visible in the Historical Configurations panel, for further information see the section below, The View Menu.

Note!

Every time you save a configuration, a validation of the configuration integrity is performed. If the configuration is incomplete, it is saved as "invalid". An invalid configuration is either one that has not been fully configured, or one with an external dependency that is either invalid or missing. You identify invalid configurations by the red "X" on top of their application icon.

Save As...

Select to save the configuration with a new name.

Note!

Use only a-z, A-Z, 0-9, "-" and "_" to name a Configuration.

You can save the Configuration to a subfolder. Click the Toggle button in the Folder Selection dialog to toggle between displaying the folders with or without subfolders.


Note!

The only valid separators in a folder name are "_" or "-". If any other character is used as a separator, or if the Platform property mz.subfolder.enabled is set to false in the relevant pico configuration file, the Toggle button is disabled so that you cannot save the configuration in a subfolder.

Close

Select to close the tab that includes the configuration. If you have not saved the current configuration before clicking Close, a pop-up message will remind you to do so.

Change Password...

After clicking Change Password... , the Change Password dialog box opens.

Exit

Select this option to exit the Desktop.

If you want to change the Desktop user, select Exit and start the Desktop again. You can then log in with the relevant user name and password in the Login dialog box.

The Edit Menu

Item

Description

Set Permissions...

To set the owner of the configuration as well as Read, Write and Execute permissions for the groups accessing the configuration. For further information, see Access Controller(3.0).

Validate

Select to check that the configuration is valid.

Item

Description

History

Each time a configuration is saved, a new version is created. Many versions of a configuration may exist, but only the last version can be modified and executed. The old versions are kept for log and rollback reasons. Select History to examine old configurations in the Historical Configurations panel. The panel will appear at the bottom of the configuration tab and holds a list of all versions. Arrow buttons are used to step back and forward between the different versions. Rollback to an old version of a configuration is handled by opening and saving the old version. A comment is automatically added, stating that the current version was created from an historic one.

References

Click to see the Reference Viewer listing references to and from the active configuration. The Reference Viewer includes the following tabs:

  • Used By: Displays a list of other configurations that refer to the configuration. For example: a workflow group that refers to a workflow.

  • Uses: Displays a list of other configurations that the configuration refers to. For example: a workflow configuration that refers to a specific profile.

  • Access: Displays the group of users that may access the configuration, and the user that created (owns) the configuration.

Configuration Buttons

The contents of the button panel may change depending on which configuration type that has been opened in the currently displayed tab. The following sections describe the standard buttons for configurations. Some configuration types may have additional buttons and those will be described for each configuration, in this document or in the respective user guide.


Button

Description

New

Click to create a new configuration that will be visible in a new tab. You can only create a configuration of the same kind as the one in the tab you are working in. To create another type of configuration, click the New Configuration button in the upper left part of the Desktop window.

Open...

Click to open a saved configuration that will be visible in a new tab. You can only open a configuration of the same kind as the one in the tab you are working in. To open another type of configuration, double-click on a configuration in the Configuration Navigator, or right-click on a configuration and then select Open Configuration(s)... .

Save

Click to save the configuration.

Save As

Click to save the configuration with a new name.

You can save the configuration to a subfolder. Click the Toggle button in the Folder Selection dialog to toggle between displaying the folders with or without subfolders.

Note!

The only valid separators in a folder name are "_" or "-". If any other character is used as a separator, or if the Platform property mz.subfolder.enabled is set to false in the relevant pico configuration file, the Toggle button is disabled so that you cannot save the configuration in a subfolder.


Set Permissions...

To set the owner of the configuration as well as read, write and execute permissions for the groups accessing the configuration. For further information, see Access Controller(3.0).

Validate

Click to check that the configuration is valid.

References

Click to see the Reference Viewer listing references to and from the active configuration. The Reference Viewer includes the following tabs:

  • Used By: Displays a list of other configurations that refer to the configuration. For example: a workflow group that refers to a workflow.

  • Uses: Displays a list of other configurations that the configuration refers to. For example: a workflow configuration that refers to a specific profile.

  • Access: Displays the group of users that may access the configuration, and the user that created (owns) the configuration.