| 1 | <?xml version="1.0" encoding="UTF-8"?> |
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| 2 | <!DOCTYPE chapter PUBLIC |
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| 3 | "-//Dawid Weiss//DTD DocBook V3.1-Based Extension for XML and graphics inclusion//EN" |
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| 4 | "../../../../lib/docbook/preprocess/dweiss-docbook-extensions.dtd"> |
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| 5 | <!-- |
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| 6 | $Id: webclient.xml 3840 2007-10-16 11:50:21Z jari $ |
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| 7 | |
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| 8 | Copyright (C) 2007 Jari Hakkinen, Peter Johansson, Nicklas Nordborg, Martin Svensson |
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| 9 | |
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| 10 | This file is part of BASE - BioArray Software Environment. |
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| 11 | Available at http://base.thep.lu.se/ |
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| 12 | |
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| 13 | BASE is free software; you can redistribute it and/or |
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| 14 | modify it under the terms of the GNU General Public License |
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| 15 | as published by the Free Software Foundation; either version 2 |
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| 16 | of the License, or (at your option) any later version. |
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| 17 | |
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| 18 | BASE is distributed in the hope that it will be useful, |
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| 19 | but WITHOUT ANY WARRANTY; without even the implied warranty of |
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| 20 | MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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| 21 | GNU General Public License for more details. |
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| 22 | |
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| 23 | You should have received a copy of the GNU General Public License |
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| 24 | along with this program; if not, write to the Free Software |
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| 25 | Foundation, Inc., 59 Temple Place - Suite 330, |
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| 26 | Boston, MA 02111-1307, USA. |
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| 27 | --> |
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| 28 | |
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| 29 | <chapter id="webclient"> |
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| 30 | <?dbhtml dir="webclient"?> |
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| 31 | <title>Using the web client</title> |
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| 32 | <sect1 id="webclient.introduction"> |
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| 33 | <title>Introduction</title> |
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| 34 | |
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| 35 | <sect2 id="webclient.intro.login"> |
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| 36 | <title>Logging in</title> |
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| 37 | <para> |
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| 38 | There are three things that you need to know |
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| 39 | before you can use BASE: |
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| 40 | </para> |
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| 41 | |
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| 42 | <orderedlist> |
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| 43 | <listitem><simpara>The address (URL) to a BASE server</simpara></listitem> |
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| 44 | <listitem><simpara>A username to login with</simpara></listitem> |
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| 45 | <listitem><simpara>A password</simpara></listitem> |
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| 46 | </orderedlist> |
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| 47 | |
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| 48 | <para> |
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| 49 | You may, for example, try the BASE 2 demo server. Go to the |
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| 50 | URL <ulink url="http://base2.thep.lu.se:8080/demo/">http://base2.thep.lu.se:8080/demo/</ulink> |
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| 51 | and enter <userinput>base2</userinput> for the login and <userinput>base2</userinput> |
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| 52 | for the password. |
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| 53 | </para> |
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| 54 | |
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| 55 | <para> |
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| 56 | You need to get all three things from an administrator |
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| 57 | of the BASE server. If you know only the address to the |
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| 58 | BASE server, you may check the front page if the administrator |
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| 59 | has added any information about how to get a username/password |
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| 60 | there. Look for the <guilabel>Get an account!</guilabel> link on |
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| 61 | the front page. |
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| 62 | </para> |
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| 63 | |
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| 64 | <para> |
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| 65 | Logging in is simple, just enter your <guilabel>login</guilabel> |
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| 66 | and <guilabel>password</guilabel> in the form on the front page |
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| 67 | and click the <guibutton>Login</guibutton> button. There is |
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| 68 | a checkbox which allows you to <guilabel>encrypt the password</guilabel> |
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| 69 | before it is sent to the BASE server. It is checked by default, and |
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| 70 | it is a good idea to leave it checked unless you have problems logging |
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| 71 | in. If you are sure you are entering the correct login and password, |
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| 72 | but still cannot log in, try unchecking the encryption option. |
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| 73 | If the checkbox is not visible, which happens if the server is |
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| 74 | using an external authentication server, the password is not encrypted. |
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| 75 | </para> |
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| 76 | </sect2> |
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| 77 | |
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| 78 | <sect2 id="webclient.intro.forgotten_password"> |
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| 79 | <title>Forgotten password</title> |
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| 80 | <para> |
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| 81 | If you forget your password you will need to get a new one. |
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| 82 | BASE stores the passwords in an encrypted form that does not allow |
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| 83 | anyone, not even the server administrator, to find out the |
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| 84 | un-encrypted password. |
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| 85 | </para> |
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| 86 | <para> |
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| 87 | To get a new password you will have to contact the server |
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| 88 | administrator. There may be a <guilabel>Forgot your password?</guilabel> |
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| 89 | link on the front page where the server administrator has entered |
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| 90 | information about how to get a new password. |
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| 91 | </para> |
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| 92 | </sect2> |
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| 93 | |
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| 94 | <sect2 id="webclient.intro.homepage"> |
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| 95 | <title>The home page</title> |
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| 96 | |
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| 97 | <para> |
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| 98 | When you have been logged in the home page will be displayed. It |
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| 99 | displays some useful information. You can also go to the home page |
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| 100 | using the |
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| 101 | <menuchoice><guimenu>View</guimenu><guimenuitem>Home</guimenuitem></menuchoice> |
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| 102 | </para> |
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| 103 | |
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| 104 | <figure id="webclient.figures.homepage"> |
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| 105 | <title>The home page</title> |
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| 106 | <screenshot> |
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| 107 | <mediaobject> |
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| 108 | <imageobject><imagedata fileref="figures/homepage.png" format="PNG" |
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| 109 | scalefit="1" width="100%"/></imageobject> |
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| 110 | </mediaobject> |
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| 111 | </screenshot> |
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| 112 | </figure> |
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| 113 | |
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| 114 | <variablelist> |
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| 115 | <varlistentry> |
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| 116 | <term><interface>New messages</interface></term> |
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| 117 | <listitem> |
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| 118 | <para> |
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| 119 | Messages are sent by plug-ins to notify you about finished jobs. In the |
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| 120 | future, you may get messages from other sources as well. As of today, |
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| 121 | messages are not used for communication between users. |
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| 122 | </para> |
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| 123 | </listitem> |
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| 124 | </varlistentry> |
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| 125 | |
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| 126 | <varlistentry> |
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| 127 | <term><interface>Projects</interface></term> |
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| 128 | <listitem> |
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| 129 | <para> |
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| 130 | A list of projects that you are a member of. Projects are an important |
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| 131 | part of BASE and are the best way to share data when you are |
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| 132 | cooperating with other users. We recommend |
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| 133 | that you always use a project when working with BASE. |
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| 134 | For more information read <xref linkend="project_permission"/>. |
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| 135 | </para> |
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| 136 | </listitem> |
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| 137 | </varlistentry> |
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| 138 | |
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| 139 | <varlistentry> |
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| 140 | <term><interface>Disk usage</interface></term> |
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| 141 | <listitem> |
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| 142 | <para> |
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| 143 | An overview of how much disk space you have been assigned and |
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| 144 | how much you are using. |
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| 145 | </para> |
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| 146 | </listitem> |
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| 147 | </varlistentry> |
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| 148 | |
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| 149 | <varlistentry> |
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| 150 | <term><interface>Help</interface></term> |
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| 151 | <listitem> |
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| 152 | <para> |
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| 153 | Links for getting help and reporting bugs. The number |
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| 154 | of links displayed here may vary depending on the server |
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| 155 | configuration. |
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| 156 | </para> |
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| 157 | </listitem> |
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| 158 | </varlistentry> |
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| 159 | |
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| 160 | <varlistentry> |
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| 161 | <term><interface>News and announcements</interface></term> |
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| 162 | <listitem> |
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| 163 | <para> |
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| 164 | A list of important news and announcements from the |
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| 165 | server administrator. Here you may, for example, find |
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| 166 | information about server upgrades and maintenance. |
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| 167 | </para> |
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| 168 | </listitem> |
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| 169 | </varlistentry> |
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| 170 | </variablelist> |
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| 171 | |
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| 172 | </sect2> |
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| 173 | |
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| 174 | <sect2 id="webclient.intro.menubar"> |
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| 175 | <title>Using the menu bar</title> |
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| 176 | <para> |
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| 177 | On the top of the home page is the <interface>Menu bar</interface>. |
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| 178 | This is the main navigation tool in BASE. It works the same way |
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| 179 | as the regular menu system found in most other applications. Use |
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| 180 | the mouse to click and select an item from the menu. |
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| 181 | </para> |
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| 182 | |
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| 183 | <para> |
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| 184 | Most of the menu is in two levels, ie. clicking on a top-level menu |
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| 185 | will open a submenu just below it. Clicking on something in the |
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| 186 | submenu will take you to another page or open a popup dialog window. |
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| 187 | For example, the |
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| 188 | <menuchoice><guimenu>View</guimenu><guimenuitem>Samples</guimenuitem></menuchoice> |
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| 189 | menu will take you to the page listing samples and |
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| 190 | <menuchoice><guimenu>File</guimenu><guimenuitem>Contact information</guimenuitem></menuchoice> |
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| 191 | opens a dialog where you can modify your contact information details. |
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| 192 | </para> |
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| 193 | |
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| 194 | <para> |
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| 195 | The menu bar also contains shortcuts to some often-used |
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| 196 | actions: |
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| 197 | </para> |
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| 198 | |
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| 199 | |
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| 200 | <variablelist> |
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| 201 | <varlistentry> |
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| 202 | <term> |
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| 203 | <interface> |
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| 204 | <inlinemediaobject> |
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| 205 | <imageobject><imagedata fileref="figures/refresh.gif" format="GIF" align="left" |
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| 206 | /></imageobject> |
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| 207 | </inlinemediaobject> |
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| 208 | Refresh page |
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| 209 | </interface> |
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| 210 | </term> |
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| 211 | <listitem> |
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| 212 | <para> |
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| 213 | Refresh/reload the current page. This is useful when you add |
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| 214 | or modify items in BASE. Most of the time the page is refreshed |
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| 215 | automatically, but in some cases you will have to use |
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| 216 | this button to refresh the page. |
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| 217 | </para> |
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| 218 | |
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| 219 | <warning> |
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| 220 | <para> |
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| 221 | Do not use your browser's <guibutton>Refresh</guibutton> button. |
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| 222 | Most browsers will take you to the login page again. |
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| 223 | </para> |
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| 224 | </warning> |
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| 225 | </listitem> |
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| 226 | </varlistentry> |
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| 227 | |
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| 228 | <varlistentry> |
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| 229 | <term> |
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| 230 | <interface> |
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| 231 | <inlinemediaobject> |
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| 232 | <imageobject><imagedata fileref="figures/recent.png" format="PNG" align="left"/></imageobject> |
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| 233 | </inlinemediaobject> |
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| 234 | Recent items |
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| 235 | </interface> |
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| 236 | </term> |
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| 237 | <listitem> |
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| 238 | <para> |
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| 239 | Shortcut to the most recently viewed items. The number of items are |
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| 240 | configurable and you can also make some item types |
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| 241 | <emphasis>sticky</emphasis>. This will for example keep the shortcut |
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| 242 | to the last experiment even if you have viewed lots of other items |
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| 243 | more recently. |
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| 244 | See <xref linkend="webclient.configuration.preferences.mostrecent"/> |
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| 245 | for configuration information. |
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| 246 | </para> |
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| 247 | </listitem> |
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| 248 | </varlistentry> |
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| 249 | |
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| 250 | <varlistentry> |
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| 251 | <term> |
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| 252 | <interface> |
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| 253 | <inlinemediaobject> |
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| 254 | <imageobject><imagedata fileref="figures/project.gif" format="GIF" align="left"/></imageobject> |
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| 255 | </inlinemediaobject> |
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| 256 | Projects |
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| 257 | </interface> |
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| 258 | </term> |
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| 259 | <listitem> |
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| 260 | <para> |
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| 261 | A list of all projects you are a member of. Selecting a project in the |
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| 262 | list will make that project the active project. |
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| 263 | </para> |
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| 264 | </listitem> |
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| 265 | </varlistentry> |
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| 266 | |
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| 267 | <varlistentry> |
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| 268 | <term> |
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| 269 | <interface> |
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| 270 | <inlinemediaobject> |
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| 271 | <imageobject><imagedata fileref="figures/user.png" format="PNG" align="left"/></imageobject> |
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| 272 | </inlinemediaobject> |
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| 273 | Logged in user |
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| 274 | </interface> |
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| 275 | </term> |
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| 276 | <listitem> |
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| 277 | <para> |
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| 278 | Displays the name of the currently logged in user and allows |
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| 279 | you to quickly logout and switch to another user. |
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| 280 | </para> |
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| 281 | </listitem> |
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| 282 | </varlistentry> |
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| 283 | |
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| 284 | </variablelist> |
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| 285 | |
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| 286 | </sect2> |
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| 287 | |
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| 288 | <sect2 id="webclient.intro.help"> |
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| 289 | <title>Getting help</title> |
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| 290 | <para> |
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| 291 | Besides reading this document there are more ways to get help: |
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| 292 | </para> |
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| 293 | <variablelist> |
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| 294 | <varlistentry> |
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| 295 | <term> |
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| 296 | Online context-sensitive help |
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| 297 | </term> |
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| 298 | <listitem> |
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| 299 | <para> |
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| 300 | Whenever you find a small help icon ( |
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| 301 | <inlinemediaobject> |
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| 302 | <imageobject><imagedata fileref="figures/help.gif" format="GIF" /></imageobject> |
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| 303 | </inlinemediaobject> |
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| 304 | ) or button you may |
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| 305 | click it to get help about the part of the page |
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| 306 | you are currently viewing. The icon is located in the title |
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| 307 | bar in most popup dialog windows and in the toolbar in most |
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| 308 | other pages. |
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| 309 | </para> |
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| 310 | </listitem> |
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| 311 | </varlistentry> |
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| 312 | |
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| 313 | <varlistentry> |
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| 314 | <term> |
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| 315 | Using the <menuchoice><guimenu>Help</guimenu></menuchoice> menu |
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| 316 | </term> |
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| 317 | <listitem> |
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| 318 | <para> |
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| 319 | The <menuchoice><guimenu>Help</guimenu></menuchoice> menu |
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| 320 | contains links for getting online help. These links |
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| 321 | may be configured by a server administrator, so they may be |
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| 322 | different from server to server. By default links for reporting |
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| 323 | a bug and accessing this document are installed. |
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| 324 | </para> |
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| 325 | </listitem> |
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| 326 | </varlistentry> |
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| 327 | |
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| 328 | <varlistentry> |
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| 329 | <term> |
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| 330 | Mailing lists and other resources |
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| 331 | </term> |
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| 332 | <listitem> |
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| 333 | <para> |
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| 334 | See <xref linkend="resources" />. |
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| 335 | </para> |
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| 336 | </listitem> |
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| 337 | </varlistentry> |
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| 338 | |
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| 339 | </variablelist> |
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| 340 | |
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| 341 | </sect2> |
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| 342 | |
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| 343 | </sect1> |
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| 344 | |
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| 345 | <sect1 id="webclient.configuration"> |
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| 346 | <title>Configuring your account</title> |
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| 347 | |
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| 348 | <sect2 id="webclient.configuration.contact"> |
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| 349 | <title>Contact information</title> |
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| 350 | |
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| 351 | <para> |
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| 352 | Use the <menuchoice><guimenu>File</guimenu> |
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| 353 | <guimenuitem>Contact information</guimenuitem></menuchoice> |
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| 354 | menu to bring up the user information dialog. |
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| 355 | </para> |
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| 356 | |
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| 357 | <helptext external_id="userpreferences.contact" title="Contact information"> |
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| 358 | |
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| 359 | <para> |
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| 360 | This dialog has three tabs, <guilabel>Contact information</guilabel> |
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| 361 | (selected), <guilabel>Password</guilabel> and <guilabel>Other information</guilabel>. |
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| 362 | The logged in user can update the following contact information |
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| 363 | details. |
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| 364 | </para> |
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| 365 | |
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| 366 | <note> |
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| 367 | <title>Multi-user accounts</title> |
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| 368 | <para> |
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| 369 | If you are using a multi-user account, for example a demo-account, you |
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| 370 | do not have permission to change the contact information. |
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| 371 | </para> |
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| 372 | </note> |
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| 373 | |
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| 374 | <variablelist> |
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| 375 | <varlistentry> |
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| 376 | <term> |
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| 377 | <guilabel>Full name</guilabel> |
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| 378 | </term> |
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| 379 | <listitem> |
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| 380 | <para> |
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| 381 | Your full name. You are not allowed to change this. If |
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| 382 | it is not correct, contact an administrator to do it for |
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| 383 | you. |
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| 384 | </para> |
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| 385 | </listitem> |
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| 386 | </varlistentry> |
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| 387 | <varlistentry> |
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| 388 | <term> |
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| 389 | <guilabel>Email</guilabel> |
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| 390 | </term> |
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| 391 | <listitem> |
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| 392 | <para> |
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| 393 | Your email address (optional). |
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| 394 | </para> |
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| 395 | </listitem> |
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| 396 | </varlistentry> |
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| 397 | <varlistentry> |
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| 398 | <term> |
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| 399 | <guilabel>Organisation</guilabel> |
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| 400 | </term> |
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| 401 | <listitem> |
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| 402 | <para> |
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| 403 | The name of the organisation you work for or represent (optional). |
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| 404 | </para> |
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| 405 | </listitem> |
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| 406 | </varlistentry> |
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| 407 | <varlistentry> |
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| 408 | <term> |
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| 409 | <guilabel>Address</guilabel> |
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| 410 | </term> |
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| 411 | <listitem> |
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| 412 | <para> |
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| 413 | Your postal address as it should be printed on letters to you |
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| 414 | (optional). |
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| 415 | </para> |
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| 416 | </listitem> |
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| 417 | </varlistentry> |
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| 418 | <varlistentry> |
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| 419 | <term> |
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| 420 | <guilabel>Phone</guilabel> |
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| 421 | </term> |
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| 422 | <listitem> |
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| 423 | <para> |
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| 424 | Your phone number (optional). You may enter multiple phone numbers, |
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| 425 | for example your work phone number and a mobile number. |
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| 426 | </para> |
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| 427 | </listitem> |
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| 428 | </varlistentry> |
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| 429 | <varlistentry> |
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| 430 | <term> |
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| 431 | <guilabel>Fax</guilabel> |
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| 432 | </term> |
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| 433 | <listitem> |
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| 434 | <para> |
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| 435 | Your fax number (optional). |
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| 436 | </para> |
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| 437 | </listitem> |
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| 438 | </varlistentry> |
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| 439 | <varlistentry> |
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| 440 | <term> |
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| 441 | <guilabel>Url</guilabel> |
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| 442 | </term> |
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| 443 | <listitem> |
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| 444 | <para> |
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| 445 | An URL to your home page or your organisation's home page (optional). |
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| 446 | </para> |
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| 447 | </listitem> |
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| 448 | </varlistentry> |
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| 449 | </variablelist> |
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| 450 | |
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| 451 | <para> |
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| 452 | Press &gbSave; to save the changes or |
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| 453 | &gbCancel; to abort. |
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| 454 | </para> |
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| 455 | |
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| 456 | <seeother> |
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| 457 | <other external_id="userpreferences.password">Change password</other> |
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| 458 | <other external_id="userpreferences.other">Other information</other> |
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| 459 | </seeother> |
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| 460 | </helptext> |
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| 461 | |
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| 462 | </sect2> |
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| 463 | |
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| 464 | <sect2 id="webclient.configuration.other"> |
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| 465 | <title>Other information</title> |
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| 466 | <para> |
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| 467 | Use the |
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| 468 | <menuchoice> |
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| 469 | <guimenu>File</guimenu> |
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| 470 | <guimenuitem>Other information…</guimenuitem> |
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| 471 | </menuchoice> |
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| 472 | menu to bring up the other information dialog. |
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| 473 | </para> |
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| 474 | <helptext external_id="userpreferences.other" title="Other information"> |
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| 475 | <para> |
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| 476 | This dialog has three tabs, |
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| 477 | <guilabel>Contact information</guilabel> |
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| 478 | , |
|---|
| 479 | <guilabel>Password</guilabel> |
|---|
| 480 | and |
|---|
| 481 | <guilabel>Other information</guilabel> |
|---|
| 482 | (selected) . |
|---|
| 483 | </para> |
|---|
| 484 | <para> |
|---|
| 485 | The look of the |
|---|
| 486 | <guilabel>Other information</guilabel> |
|---|
| 487 | tab can differe abit between different servers, depending on what settings |
|---|
| 488 | the server is installed with. There are three inputs in a fresh BASE2 |
|---|
| 489 | installation but it is only the |
|---|
| 490 | <guilabel>Description</guilabel> |
|---|
| 491 | textarea that is static, the others can be removed or more fields can be |
|---|
| 492 | added (managed by the server administrator). The three fields, included in a |
|---|
| 493 | the BASE2 installation, are |
|---|
| 494 | <variablelist> |
|---|
| 495 | <varlistentry> |
|---|
| 496 | <term> |
|---|
| 497 | <guilabel>Mobile</guilabel> |
|---|
| 498 | </term> |
|---|
| 499 | <listitem> |
|---|
| 500 | <para>Your mobile number(Optional).</para> |
|---|
| 501 | </listitem> |
|---|
| 502 | </varlistentry> |
|---|
| 503 | <varlistentry> |
|---|
| 504 | <term> |
|---|
| 505 | <guilabel>Skype</guilabel> |
|---|
| 506 | </term> |
|---|
| 507 | <listitem> |
|---|
| 508 | <para>Your skype contact information(Optional).</para> |
|---|
| 509 | </listitem> |
|---|
| 510 | </varlistentry> |
|---|
| 511 | <varlistentry> |
|---|
| 512 | <term> |
|---|
| 513 | <guilabel>Description</guilabel> |
|---|
| 514 | </term> |
|---|
| 515 | <listitem> |
|---|
| 516 | <para> |
|---|
| 517 | Text area where you can put useful information that couldn't |
|---|
| 518 | be stored anywhere else(Optional). |
|---|
| 519 | </para> |
|---|
| 520 | </listitem> |
|---|
| 521 | </varlistentry> |
|---|
| 522 | </variablelist> |
|---|
| 523 | </para> |
|---|
| 524 | <para>Press &gbSave; to save the changes or &gbCancel; to abort.</para> |
|---|
| 525 | <seeother> |
|---|
| 526 | <other external_id="userpreferences.contact">Contact information</other> |
|---|
| 527 | <other external_id="userpreferences.password">Change password</other> |
|---|
| 528 | </seeother> |
|---|
| 529 | </helptext> |
|---|
| 530 | </sect2> |
|---|
| 531 | |
|---|
| 532 | <sect2 id="webclient.configuration.password"> |
|---|
| 533 | <title>Changing password</title> |
|---|
| 534 | |
|---|
| 535 | <para> |
|---|
| 536 | Use the <menuchoice><guimenu>File</guimenu> |
|---|
| 537 | <guimenuitem>Change password</guimenuitem></menuchoice> |
|---|
| 538 | menu to bring up the change password dialog. |
|---|
| 539 | </para> |
|---|
| 540 | |
|---|
| 541 | <helptext external_id="userpreferences.password" title="Change password"> |
|---|
| 542 | |
|---|
| 543 | <para> |
|---|
| 544 | This dialog has three tabs, <guilabel>Contact information</guilabel>, |
|---|
| 545 | <guilabel>Password</guilabel> (selected) and <guilabel>Other information</guilabel>. |
|---|
| 546 | </para> |
|---|
| 547 | |
|---|
| 548 | <variablelist> |
|---|
| 549 | <varlistentry> |
|---|
| 550 | <term> |
|---|
| 551 | <guilabel>New password</guilabel> |
|---|
| 552 | </term> |
|---|
| 553 | <listitem> |
|---|
| 554 | <para> |
|---|
| 555 | Enter the new password. |
|---|
| 556 | </para> |
|---|
| 557 | </listitem> |
|---|
| 558 | </varlistentry> |
|---|
| 559 | <varlistentry> |
|---|
| 560 | <term> |
|---|
| 561 | <guilabel>Retype password</guilabel> |
|---|
| 562 | </term> |
|---|
| 563 | <listitem> |
|---|
| 564 | <para> |
|---|
| 565 | Retype the same password. You must do this to |
|---|
| 566 | avoid spelling mistakes. |
|---|
| 567 | </para> |
|---|
| 568 | </listitem> |
|---|
| 569 | </varlistentry> |
|---|
| 570 | </variablelist> |
|---|
| 571 | |
|---|
| 572 | <note> |
|---|
| 573 | <title>Multi-user accounts</title> |
|---|
| 574 | <para> |
|---|
| 575 | If you are using a multi-user account, for example a demo-account, you |
|---|
| 576 | do not have permission to change the password. |
|---|
| 577 | </para> |
|---|
| 578 | </note> |
|---|
| 579 | |
|---|
| 580 | <note> |
|---|
| 581 | <title>Empty passwords</title> |
|---|
| 582 | <para> |
|---|
| 583 | If you leave both fields empty the password will not be changed. It |
|---|
| 584 | is not possible to have an empty password. |
|---|
| 585 | </para> |
|---|
| 586 | </note> |
|---|
| 587 | |
|---|
| 588 | <seeother> |
|---|
| 589 | <other external_id="userpreferences.contact">Contact information</other> |
|---|
| 590 | <other external_id="userpreferences.other">Other information</other> |
|---|
| 591 | </seeother> |
|---|
| 592 | |
|---|
| 593 | </helptext> |
|---|
| 594 | </sect2> |
|---|
| 595 | |
|---|
| 596 | <sect2 id="webclient.configuration.preferences"> |
|---|
| 597 | <title>Preferences</title> |
|---|
| 598 | |
|---|
| 599 | <para> |
|---|
| 600 | Use the <menuchoice><guimenu>File</guimenu> |
|---|
| 601 | <guimenuitem>Preferences</guimenuitem></menuchoice> |
|---|
| 602 | menu to bring up the preferences dialog. |
|---|
| 603 | This dialog has three tabs, <guilabel>Appearance</guilabel>, |
|---|
| 604 | <guilabel>Plugins</guilabel> and <guilabel>Most recent</guilabel>. |
|---|
| 605 | </para> |
|---|
| 606 | |
|---|
| 607 | <sect3 id="webclient.configuration.preferences.appearance"> |
|---|
| 608 | <title>The Appearance tab</title> |
|---|
| 609 | |
|---|
| 610 | <helptext external_id="userpreferences.appearance" title="Preferences - Appearance"> |
|---|
| 611 | |
|---|
| 612 | <para> |
|---|
| 613 | This tab contains settings that affect the appearance of the |
|---|
| 614 | web client. |
|---|
| 615 | </para> |
|---|
| 616 | |
|---|
| 617 | <variablelist> |
|---|
| 618 | <varlistentry> |
|---|
| 619 | <term> |
|---|
| 620 | <guilabel>Font size</guilabel> |
|---|
| 621 | </term> |
|---|
| 622 | <listitem> |
|---|
| 623 | <para> |
|---|
| 624 | Select a basic font size. You can choose between |
|---|
| 625 | five sizes: extra small (XS), small (S), medium (M), |
|---|
| 626 | large (L) and extra large (XL). The default font size is |
|---|
| 627 | medium. |
|---|
| 628 | </para> |
|---|
| 629 | </listitem> |
|---|
| 630 | </varlistentry> |
|---|
| 631 | <varlistentry> |
|---|
| 632 | <term> |
|---|
| 633 | <guilabel>Scale factor</guilabel> |
|---|
| 634 | </term> |
|---|
| 635 | <listitem> |
|---|
| 636 | <para> |
|---|
| 637 | The scale factor affects the size of popup windows. |
|---|
| 638 | This setting exists because different browsers render |
|---|
| 639 | pages differently. If you often find that popup windows |
|---|
| 640 | are too small you can change this setting to make them |
|---|
| 641 | bigger. |
|---|
| 642 | </para> |
|---|
| 643 | <note> |
|---|
| 644 | <para> |
|---|
| 645 | The scale factor is automatically changed if the |
|---|
| 646 | font size is changed. |
|---|
| 647 | </para> |
|---|
| 648 | </note> |
|---|
| 649 | </listitem> |
|---|
| 650 | </varlistentry> |
|---|
| 651 | <varlistentry> |
|---|
| 652 | <term> |
|---|
| 653 | <guilabel>Toolbar</guilabel> |
|---|
| 654 | </term> |
|---|
| 655 | <listitem> |
|---|
| 656 | <para> |
|---|
| 657 | You may choose if the toolbar buttons should |
|---|
| 658 | have only images, only text or both images and text. |
|---|
| 659 | The default is that they have both images and text. |
|---|
| 660 | </para> |
|---|
| 661 | </listitem> |
|---|
| 662 | </varlistentry> |
|---|
| 663 | <varlistentry> |
|---|
| 664 | <term> |
|---|
| 665 | <guilabel>Ratio color range</guilabel> |
|---|
| 666 | </term> |
|---|
| 667 | <listitem> |
|---|
| 668 | <para> |
|---|
| 669 | Select three colors to use when displaying |
|---|
| 670 | data that is suitable for color coding, for |
|---|
| 671 | example the intensity ratio in two-color |
|---|
| 672 | experiments. The default setting is blue-black-yellow. |
|---|
| 673 | The list of presets contains other useful color combinations |
|---|
| 674 | (for example, the BASE 1 red-yellow-green) and the most |
|---|
| 675 | recently used color combinations. |
|---|
| 676 | </para> |
|---|
| 677 | </listitem> |
|---|
| 678 | </varlistentry> |
|---|
| 679 | <varlistentry> |
|---|
| 680 | <term> |
|---|
| 681 | <guilabel>Date format</guilabel> |
|---|
| 682 | </term> |
|---|
| 683 | <listitem> |
|---|
| 684 | <para> |
|---|
| 685 | A format string describing how dates should be displayed. |
|---|
| 686 | We support all formatting options supported by the Java |
|---|
| 687 | language. For more information see: |
|---|
| 688 | <ulink url="http://java.sun.com/j2se/1.5.0/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentation</ulink> |
|---|
| 689 | The most useful format patterns are: |
|---|
| 690 | </para> |
|---|
| 691 | |
|---|
| 692 | <itemizedlist> |
|---|
| 693 | <listitem><simpara>yy: two-digit year</simpara></listitem> |
|---|
| 694 | <listitem><simpara>yyyy: four-digit year</simpara></listitem> |
|---|
| 695 | <listitem><simpara>MM: two-digit month</simpara></listitem> |
|---|
| 696 | <listitem><simpara>MMM: month name (short)</simpara></listitem> |
|---|
| 697 | <listitem><simpara>MMMM: month name (full)</simpara></listitem> |
|---|
| 698 | <listitem><simpara>dd: two-digit day in month</simpara></listitem> |
|---|
| 699 | </itemizedlist> |
|---|
| 700 | |
|---|
| 701 | <para> |
|---|
| 702 | The list of presets contains the most commonly/recently |
|---|
| 703 | used date formats. |
|---|
| 704 | </para> |
|---|
| 705 | |
|---|
| 706 | </listitem> |
|---|
| 707 | </varlistentry> |
|---|
| 708 | |
|---|
| 709 | <varlistentry> |
|---|
| 710 | <term> |
|---|
| 711 | <guilabel>Date-time format</guilabel> |
|---|
| 712 | </term> |
|---|
| 713 | <listitem> |
|---|
| 714 | <para> |
|---|
| 715 | A format string describing how dates with times should be displayed. |
|---|
| 716 | We support all formatting options supported by the Java |
|---|
| 717 | language. For more information see: |
|---|
| 718 | <ulink url="http://java.sun.com/j2se/1.5.0/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentations</ulink> |
|---|
| 719 | The most useful time-format patterns are: |
|---|
| 720 | </para> |
|---|
| 721 | |
|---|
| 722 | <itemizedlist> |
|---|
| 723 | <listitem><simpara>HH: two-digit hour (0-23)</simpara></listitem> |
|---|
| 724 | <listitem><simpara>hh: two-digit hour (1-12)</simpara></listitem> |
|---|
| 725 | <listitem><simpara>a: AM/PM marker</simpara></listitem> |
|---|
| 726 | <listitem><simpara>mm: two-digit minute</simpara></listitem> |
|---|
| 727 | <listitem><simpara>ss: two-digit second</simpara></listitem> |
|---|
| 728 | </itemizedlist> |
|---|
| 729 | |
|---|
| 730 | </listitem> |
|---|
| 731 | </varlistentry> |
|---|
| 732 | |
|---|
| 733 | <varlistentry> |
|---|
| 734 | <term> |
|---|
| 735 | <guilabel>Decimals</guilabel> |
|---|
| 736 | </term> |
|---|
| 737 | <listitem> |
|---|
| 738 | <para> |
|---|
| 739 | The number of decimals to display for numeric values. |
|---|
| 740 | The default is 2. |
|---|
| 741 | </para> |
|---|
| 742 | </listitem> |
|---|
| 743 | </varlistentry> |
|---|
| 744 | |
|---|
| 745 | </variablelist> |
|---|
| 746 | |
|---|
| 747 | </helptext> |
|---|
| 748 | |
|---|
| 749 | </sect3> |
|---|
| 750 | |
|---|
| 751 | <sect3 id="webclient.configuration.preferences.plugins"> |
|---|
| 752 | <title>The Plugins tab</title> |
|---|
| 753 | |
|---|
| 754 | <helptext external_id="userpreferences.plugins" title="Preferences - Plugins"> |
|---|
| 755 | |
|---|
| 756 | <para> |
|---|
| 757 | This tab contains settings that affect plug-in execution. |
|---|
| 758 | </para> |
|---|
| 759 | |
|---|
| 760 | <variablelist> |
|---|
| 761 | <varlistentry> |
|---|
| 762 | <term> |
|---|
| 763 | <guilabel>Messages</guilabel> |
|---|
| 764 | </term> |
|---|
| 765 | <listitem> |
|---|
| 766 | <para> |
|---|
| 767 | Mark the checkbox if you want to have a message sent |
|---|
| 768 | to you when a plug-in completes execution. This setting |
|---|
| 769 | can be overridden each time you start a plug-in. |
|---|
| 770 | </para> |
|---|
| 771 | </listitem> |
|---|
| 772 | </varlistentry> |
|---|
| 773 | <varlistentry> |
|---|
| 774 | <term> |
|---|
| 775 | <guilabel>Remove jobs</guilabel> |
|---|
| 776 | </term> |
|---|
| 777 | <listitem> |
|---|
| 778 | <para> |
|---|
| 779 | This checkbox should be marked if you want the jobs, done by |
|---|
| 780 | import or export plug-ins, to be marked as removed if they |
|---|
| 781 | finished successfully. This setting can be overridden each time |
|---|
| 782 | you start a plug-in. |
|---|
| 783 | </para> |
|---|
| 784 | </listitem> |
|---|
| 785 | </varlistentry> |
|---|
| 786 | <varlistentry> |
|---|
| 787 | <term> |
|---|
| 788 | <guilabel>Show warnings</guilabel> |
|---|
| 789 | </term> |
|---|
| 790 | <listitem> |
|---|
| 791 | <para> |
|---|
| 792 | This checkbox should be marked if you want to show warning |
|---|
| 793 | messages from plug-ins in the <guilabel>Select plug-in</guilabel> |
|---|
| 794 | dialog. Warning-level messages usually originates from plug-ins |
|---|
| 795 | that are unrelated to the current task and are only of interest to |
|---|
| 796 | plug-in developers. Error messages that are related to the |
|---|
| 797 | current task are always shown. |
|---|
| 798 | </para> |
|---|
| 799 | </listitem> |
|---|
| 800 | </varlistentry> |
|---|
| 801 | </variablelist> |
|---|
| 802 | </helptext> |
|---|
| 803 | |
|---|
| 804 | </sect3> |
|---|
| 805 | |
|---|
| 806 | <sect3 id="webclient.configuration.preferences.mostrecent"> |
|---|
| 807 | <title>The Recent items tab</title> |
|---|
| 808 | |
|---|
| 809 | <helptext external_id="userpreferences.mostrecent" |
|---|
| 810 | title="Preferences - Recent items"> |
|---|
| 811 | |
|---|
| 812 | <para> |
|---|
| 813 | This tab contains settings that affect the <guilabel>Recent |
|---|
| 814 | items</guilabel> menu. |
|---|
| 815 | </para> |
|---|
| 816 | |
|---|
| 817 | <variablelist> |
|---|
| 818 | <varlistentry> |
|---|
| 819 | <term> |
|---|
| 820 | <guilabel>Recently viewed items</guilabel> |
|---|
| 821 | </term> |
|---|
| 822 | <listitem> |
|---|
| 823 | <para> |
|---|
| 824 | The number of recently <emphasis>viewed</emphasis> items to remember. |
|---|
| 825 | The default is to remember 6 items. The remembered items |
|---|
| 826 | will be displayed in the <guilabel>Recent items</guilabel> |
|---|
| 827 | menu in the menu bar. |
|---|
| 828 | </para> |
|---|
| 829 | </listitem> |
|---|
| 830 | </varlistentry> |
|---|
| 831 | <varlistentry> |
|---|
| 832 | <term> |
|---|
| 833 | <guilabel>Recently used items</guilabel> |
|---|
| 834 | </term> |
|---|
| 835 | <listitem> |
|---|
| 836 | <para> |
|---|
| 837 | The number of recently <emphasis>used</emphasis> items to remember. |
|---|
| 838 | The default is to remember 4 items. The remembered items will |
|---|
| 839 | be displayed in edit dialogs where they have been used before. |
|---|
| 840 | Each type of edit operation has it's own list of remembered items. |
|---|
| 841 | For example, there is one list that remembers the most recently used |
|---|
| 842 | protocols when creating a sample, and there is another list that |
|---|
| 843 | remembers the most recently used scanners when creating a scan. |
|---|
| 844 | </para> |
|---|
| 845 | </listitem> |
|---|
| 846 | </varlistentry> |
|---|
| 847 | |
|---|
| 848 | <varlistentry> |
|---|
| 849 | <term> |
|---|
| 850 | <guilabel>Load the names of all items</guilabel> |
|---|
| 851 | </term> |
|---|
| 852 | <listitem> |
|---|
| 853 | <para> |
|---|
| 854 | If checked, the names of the items will be loaded and |
|---|
| 855 | displayed in the menu, otherwise only the ID and type of item |
|---|
| 856 | is displayed. |
|---|
| 857 | </para> |
|---|
| 858 | </listitem> |
|---|
| 859 | </varlistentry> |
|---|
| 860 | |
|---|
| 861 | <varlistentry> |
|---|
| 862 | <term> |
|---|
| 863 | <guilabel>Sticky items</guilabel> |
|---|
| 864 | </term> |
|---|
| 865 | <listitem> |
|---|
| 866 | <para> |
|---|
| 867 | Always remember the last viewed item of the selected types. |
|---|
| 868 | For example, if you have selected <emphasis>Experiment</emphasis> |
|---|
| 869 | as a sticky item, the last viewed experiment will be remembered |
|---|
| 870 | even if you view hundreds of other items. Use the arrow buttons |
|---|
| 871 | to move item types between the lists and sort the sticky items list. |
|---|
| 872 | Sticky items will be displayed in the <guilabel>Recent items</guilabel> |
|---|
| 873 | menu in the menu bar. |
|---|
| 874 | </para> |
|---|
| 875 | </listitem> |
|---|
| 876 | </varlistentry> |
|---|
| 877 | </variablelist> |
|---|
| 878 | </helptext> |
|---|
| 879 | |
|---|
| 880 | </sect3> |
|---|
| 881 | </sect2> |
|---|
| 882 | |
|---|
| 883 | </sect1> |
|---|
| 884 | |
|---|
| 885 | <sect1 id="webclient.items"> |
|---|
| 886 | <title>Working with items</title> |
|---|
| 887 | |
|---|
| 888 | <para> |
|---|
| 889 | No matter what you are doing in BASE some things works more |
|---|
| 890 | or less in the same way. This section covers things that are |
|---|
| 891 | common for most parts of BASE. |
|---|
| 892 | </para> |
|---|
| 893 | |
|---|
| 894 | <para> |
|---|
| 895 | You mostly work with a single type of item at a time. This is |
|---|
| 896 | reflected in the menu system. For example, use |
|---|
| 897 | <menuchoice> |
|---|
| 898 | <guimenu>View</guimenu> |
|---|
| 899 | <guimenuitem>Samples</guimenuitem> |
|---|
| 900 | </menuchoice> |
|---|
| 901 | to work with samples, and |
|---|
| 902 | <menuchoice> |
|---|
| 903 | <guimenu>View</guimenu> |
|---|
| 904 | <guimenuitem>Experiments</guimenuitem> |
|---|
| 905 | </menuchoice> |
|---|
| 906 | to work with experiments. In most cases the list view for that type |
|---|
| 907 | of item is displayed. The list view, as the name says, |
|---|
| 908 | is used to list all items. There are two more standard views, the |
|---|
| 909 | single-item view and the edit view. |
|---|
| 910 | </para> |
|---|
| 911 | |
|---|
| 912 | <variablelist> |
|---|
| 913 | <varlistentry> |
|---|
| 914 | <term>List view</term> |
|---|
| 915 | <listitem> |
|---|
| 916 | <para> |
|---|
| 917 | This view lists all items of a certain type. The view allows you to search |
|---|
| 918 | and it is possible to configure which information to show |
|---|
| 919 | for each item. It also contains functions that |
|---|
| 920 | can be used on multiple items at the same time, for example, |
|---|
| 921 | delete, share and export. See <xref linkend="webclient.itemlist"/> for more information. |
|---|
| 922 | </para> |
|---|
| 923 | </listitem> |
|---|
| 924 | </varlistentry> |
|---|
| 925 | |
|---|
| 926 | <varlistentry> |
|---|
| 927 | <term>Single-item view</term> |
|---|
| 928 | <listitem> |
|---|
| 929 | <para> |
|---|
| 930 | Displays information about a single item. Sometimes it is very little, |
|---|
| 931 | sometimes it is very much and the information may be divided |
|---|
| 932 | into multiple tabs. |
|---|
| 933 | </para> |
|---|
| 934 | </listitem> |
|---|
| 935 | </varlistentry> |
|---|
| 936 | |
|---|
| 937 | <varlistentry> |
|---|
| 938 | <term>Edit view</term> |
|---|
| 939 | <listitem> |
|---|
| 940 | <para> |
|---|
| 941 | This view is used for editing the information |
|---|
| 942 | about a single item. It is always displayed as a popup window. |
|---|
| 943 | </para> |
|---|
| 944 | </listitem> |
|---|
| 945 | </varlistentry> |
|---|
| 946 | </variablelist> |
|---|
| 947 | |
|---|
| 948 | <sect2 id="webclient.items.new"> |
|---|
| 949 | <title>Create a new item</title> |
|---|
| 950 | |
|---|
| 951 | <para> |
|---|
| 952 | New items are mostly created from the list view. For example, |
|---|
| 953 | to create a new experiment go to the |
|---|
| 954 | <menuchoice><guimenu>View</guimenu> <guimenuitem>Experiments</guimenuitem></menuchoice> |
|---|
| 955 | page. Here you will find a &gbNew; button in the |
|---|
| 956 | toolbar. The button is disabled if you do not have permission to create new experiments. |
|---|
| 957 | Otherwise, click on it and enter any required information in the popup dialog. |
|---|
| 958 | Sometimes there are multiple tabs in this dialog. In the case of experiments |
|---|
| 959 | there are three tabs: <guilabel>Experiment</guilabel>, <guilabel>Publication</guilabel> |
|---|
| 960 | and <guilabel>Experimental factors</guilabel>. |
|---|
| 961 | |
|---|
| 962 | As a general rule, only the first tab has information that is required. |
|---|
| 963 | The information in all other tabs are optional. |
|---|
| 964 | </para> |
|---|
| 965 | |
|---|
| 966 | <para> |
|---|
| 967 | In some places you will also find actions that create items |
|---|
| 968 | directly in the list. For example in the list of samples or on |
|---|
| 969 | the single-item view for a sample you can create an extract using that |
|---|
| 970 | sample as the parent. If you use such links the parent |
|---|
| 971 | item will in most cases be selected automatically, which saves |
|---|
| 972 | you a few clicks when creating new items. |
|---|
| 973 | </para> |
|---|
| 974 | |
|---|
| 975 | <para> |
|---|
| 976 | Click on the &gbSave; button to save the new |
|---|
| 977 | item to the database or on the &gbCancel; button |
|---|
| 978 | to abort. |
|---|
| 979 | </para> |
|---|
| 980 | |
|---|
| 981 | <note> |
|---|
| 982 | <para> |
|---|
| 983 | To speed up data entry when adding multiple new items there |
|---|
| 984 | are a few tricks you can use to make the web client supply |
|---|
| 985 | default values for most properties. To find a default value |
|---|
| 986 | the following checklist is used in this order: |
|---|
| 987 | </para> |
|---|
| 988 | |
|---|
| 989 | <orderedlist> |
|---|
| 990 | <listitem> |
|---|
| 991 | <para> |
|---|
| 992 | If the list have an active filter the filter values are |
|---|
| 993 | used as default property values for the new item. For example, |
|---|
| 994 | if you are listing experiments with <guilabel>Genepix</guilabel> |
|---|
| 995 | raw data type the new experiment will automatically have |
|---|
| 996 | <guilabel>Genepix</guilabel> selected. This trick should work |
|---|
| 997 | for all properties except annotations, if it does not |
|---|
| 998 | report it as a bug to the development team. |
|---|
| 999 | </para> |
|---|
| 1000 | </listitem> |
|---|
| 1001 | |
|---|
| 1002 | <listitem> |
|---|
| 1003 | <para> |
|---|
| 1004 | When you link to other items the same item will be used the next time. |
|---|
| 1005 | For example, if you create an extract and selects an extraction protocol |
|---|
| 1006 | the same protocol is used the next time you create another extract. |
|---|
| 1007 | In fact, BASE will remember as many items as specified by |
|---|
| 1008 | the |
|---|
| 1009 | <guilabel>Recently used items</guilabel> setting (default is 4), |
|---|
| 1010 | allowing you to quickly select one of those protocols. |
|---|
| 1011 | <xref linkend="webclient.configuration.preferences.appearance"/> |
|---|
| 1012 | contains more information about the setting. |
|---|
| 1013 | </para> |
|---|
| 1014 | </listitem> |
|---|
| 1015 | |
|---|
| 1016 | <listitem> |
|---|
| 1017 | <para> |
|---|
| 1018 | If you have a project active and that project has specified default |
|---|
| 1019 | values those values will be used for new items. A project can specify |
|---|
| 1020 | defaults for protocols, hardware and software and a few other settings. |
|---|
| 1021 | </para> |
|---|
| 1022 | </listitem> |
|---|
| 1023 | |
|---|
| 1024 | </orderedlist> |
|---|
| 1025 | |
|---|
| 1026 | </note> |
|---|
| 1027 | |
|---|
| 1028 | </sect2> |
|---|
| 1029 | |
|---|
| 1030 | <sect2 id="webclient.items.edit"> |
|---|
| 1031 | <title>Edit an existing item</title> |
|---|
| 1032 | |
|---|
| 1033 | <para> |
|---|
| 1034 | On all single-item views there is an &gbEdit; |
|---|
| 1035 | button in the toolbar that opens a popup dialog for editing the properties |
|---|
| 1036 | of the item. This button is disabled if the logged in user does not have |
|---|
| 1037 | write permission for the item. |
|---|
| 1038 | </para> |
|---|
| 1039 | |
|---|
| 1040 | <para> |
|---|
| 1041 | You can also open the edit popup in most other places where |
|---|
| 1042 | the item appears, for example, in lists or the single-item view |
|---|
| 1043 | of a related item. Press and hold one of the <keycap>CTRL</keycap>, |
|---|
| 1044 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking |
|---|
| 1045 | on the link and the edit window will open in a popup. |
|---|
| 1046 | If you do not have write permission |
|---|
| 1047 | on the item there is no meaning to open the edit popup and you will |
|---|
| 1048 | be taken to the single-item view page instead. |
|---|
| 1049 | </para> |
|---|
| 1050 | |
|---|
| 1051 | <para> |
|---|
| 1052 | Click on the &gbSave; button to save the changes |
|---|
| 1053 | to the database or on the &gbCancel; button |
|---|
| 1054 | to abort. |
|---|
| 1055 | </para> |
|---|
| 1056 | |
|---|
| 1057 | </sect2> |
|---|
| 1058 | |
|---|
| 1059 | <sect2 id="webclient.items.delete"> |
|---|
| 1060 | <title>Delete items</title> |
|---|
| 1061 | |
|---|
| 1062 | <para> |
|---|
| 1063 | You can delete items either from the list view or from |
|---|
| 1064 | a single-item view. In both cases, deleted items are only moved to |
|---|
| 1065 | the trashcan. No information is removed from the database. This allows |
|---|
| 1066 | you to restore items if you later find out that you need them again. |
|---|
| 1067 | In fact, there is nothing special about a removed item. It can still be |
|---|
| 1068 | used for the same things as any non-removed item can. |
|---|
| 1069 | </para> |
|---|
| 1070 | |
|---|
| 1071 | <important> |
|---|
| 1072 | <para> |
|---|
| 1073 | To really delete items from the database you must use |
|---|
| 1074 | the trashcan. See <xref linkend="webclient.trashcan"/>. |
|---|
| 1075 | </para> |
|---|
| 1076 | </important> |
|---|
| 1077 | |
|---|
| 1078 | <para> |
|---|
| 1079 | To delete items from the list view you must first mark |
|---|
| 1080 | the checkbox for each item you want to delete. Then, click on |
|---|
| 1081 | the &gbDelete; button. The list should refresh itself |
|---|
| 1082 | automatically. If you want to confirm that the items have been removed |
|---|
| 1083 | use the <guilabel>view / presets</guilabel> dropdown and select |
|---|
| 1084 | the <guilabel>Removed</guilabel> option. The removed items should now |
|---|
| 1085 | be displayed in the list with a small trashcan icon to indicate that |
|---|
| 1086 | they are located in the trashcan. |
|---|
| 1087 | </para> |
|---|
| 1088 | |
|---|
| 1089 | <para> |
|---|
| 1090 | To delete items from the single-item view, click on the |
|---|
| 1091 | &gbDelete; button in the toolbar. The page will refresh |
|---|
| 1092 | itself automatically and a small trashcan icon should be displayed. |
|---|
| 1093 | If you do not have permission to delete the item the delete button |
|---|
| 1094 | is disabled. |
|---|
| 1095 | </para> |
|---|
| 1096 | |
|---|
| 1097 | </sect2> |
|---|
| 1098 | |
|---|
| 1099 | <sect2 id="webclient.items.restore"> |
|---|
| 1100 | <title>Restore deleted items</title> |
|---|
| 1101 | |
|---|
| 1102 | <para> |
|---|
| 1103 | You can restore deleted items either from the trashcan, from |
|---|
| 1104 | the list view, or from the single-item view. This section |
|---|
| 1105 | only covers the last two cases. The trashcan is described in |
|---|
| 1106 | another section (<xref linkend="webclient.trashcan"/>). |
|---|
| 1107 | </para> |
|---|
| 1108 | |
|---|
| 1109 | <para> |
|---|
| 1110 | To delete items from the list view you must first make the deleted |
|---|
| 1111 | items appear in the list. This is easy, just use the <guilabel>view / presets</guilabel> |
|---|
| 1112 | dropdown and select the <guilabel>Removed</guilabel> option. The list should |
|---|
| 1113 | refresh itself automatically. The removed items are |
|---|
| 1114 | displayed in the list with a small trashcan icon to indicate that |
|---|
| 1115 | they are located in the trashcan. Then, mark the checkbox for each item that you want |
|---|
| 1116 | to restore and click the &gbRestore; button. The list should |
|---|
| 1117 | refresh itself automatically and the trashcan icon should be gone from the |
|---|
| 1118 | restored items. |
|---|
| 1119 | </para> |
|---|
| 1120 | |
|---|
| 1121 | <para> |
|---|
| 1122 | To restore items from the single-item view, click on the |
|---|
| 1123 | &gbRestore; button in the toolbar. The page will refresh |
|---|
| 1124 | itself automatically and the small trashcan icon should be gone. |
|---|
| 1125 | If you do not have permission to restore the item the restore button |
|---|
| 1126 | is disabled. |
|---|
| 1127 | </para> |
|---|
| 1128 | |
|---|
| 1129 | </sect2> |
|---|
| 1130 | |
|---|
| 1131 | <sect2 id="webclient.items.share"> |
|---|
| 1132 | <title>Share items to other users</title> |
|---|
| 1133 | <para> |
|---|
| 1134 | Sharing data with other users is an important feature |
|---|
| 1135 | of BASE, which allows you cooperate in teams. If you have |
|---|
| 1136 | followed the instructions in <xref linkend="project_permission" /> |
|---|
| 1137 | you will find that you almost never have to share items manually |
|---|
| 1138 | to other users. This is because whenever you work with an active |
|---|
| 1139 | project each new item you create will automatically be shared |
|---|
| 1140 | to that project. In most cases, this is all you need. |
|---|
| 1141 | </para> |
|---|
| 1142 | |
|---|
| 1143 | <para> |
|---|
| 1144 | If you still need to manually share your data with other users, |
|---|
| 1145 | here is how to do it. |
|---|
| 1146 | </para> |
|---|
| 1147 | |
|---|
| 1148 | <para> |
|---|
| 1149 | From a list view, mark the checkbox for each item you want to share. |
|---|
| 1150 | Then, click on the &gbShare; button. |
|---|
| 1151 | If you are on a single-item page, click on the &gbShare; |
|---|
| 1152 | button on that page. In both cases, this will open the |
|---|
| 1153 | <guilabel>Set access permissions</guilabel> |
|---|
| 1154 | dialog window. |
|---|
| 1155 | </para> |
|---|
| 1156 | |
|---|
| 1157 | <figure id="webclient.items.share.set_permissions"> |
|---|
| 1158 | <title>Sharing items to other users</title> |
|---|
| 1159 | <screenshot> |
|---|
| 1160 | <mediaobject> |
|---|
| 1161 | <imageobject> |
|---|
| 1162 | <imagedata fileref="figures/set_permissions.png" format="PNG" /> |
|---|
| 1163 | </imageobject> |
|---|
| 1164 | </mediaobject> |
|---|
| 1165 | </screenshot> |
|---|
| 1166 | </figure> |
|---|
| 1167 | |
|---|
| 1168 | <helptext external_id="share.setpermissions" title="Set access permissions"> |
|---|
| 1169 | <variablelist> |
|---|
| 1170 | <varlistentry> |
|---|
| 1171 | <term><guilabel>Members</guilabel></term> |
|---|
| 1172 | <listitem> |
|---|
| 1173 | <para> |
|---|
| 1174 | The list displays the users, groups and projects |
|---|
| 1175 | that already has access to the items you selected. |
|---|
| 1176 | The list shows the name and the permission level. |
|---|
| 1177 | The permission level uses a one-letter code as follows: |
|---|
| 1178 | </para> |
|---|
| 1179 | |
|---|
| 1180 | <itemizedlist> |
|---|
| 1181 | <listitem><simpara><guilabel>R</guilabel> = Read</simpara></listitem> |
|---|
| 1182 | <listitem><simpara><guilabel>U</guilabel> = Use</simpara></listitem> |
|---|
| 1183 | <listitem><simpara><guilabel>W</guilabel> = Write</simpara></listitem> |
|---|
| 1184 | <listitem><simpara><guilabel>D</guilabel> = Delete</simpara></listitem> |
|---|
| 1185 | <listitem><simpara><guilabel>O</guilabel> = Take ownership</simpara></listitem> |
|---|
| 1186 | <listitem><simpara><guilabel>P</guilabel> = Set permission</simpara></listitem> |
|---|
| 1187 | </itemizedlist> |
|---|
| 1188 | |
|---|
| 1189 | <para> |
|---|
| 1190 | Instead of a permission code, the word <guilabel>varying</guilabel> |
|---|
| 1191 | may be displayed. This happens if the items you selected have been |
|---|
| 1192 | shared with different permission. |
|---|
| 1193 | </para> |
|---|
| 1194 | |
|---|
| 1195 | </listitem> |
|---|
| 1196 | </varlistentry> |
|---|
| 1197 | |
|---|
| 1198 | <varlistentry> |
|---|
| 1199 | <term><guilabel>Permissions</guilabel></term> |
|---|
| 1200 | <listitem> |
|---|
| 1201 | <para> |
|---|
| 1202 | When you select a user, group or project in the |
|---|
| 1203 | list, the checkboxes will display the current permission. |
|---|
| 1204 | The exception is if the permissions are varying, in which |
|---|
| 1205 | case no checkboxes are checked. |
|---|
| 1206 | To change the permissions just check the permissions you want to |
|---|
| 1207 | grant or uncheck the permissions you want to revoke. |
|---|
| 1208 | You can select more than one user, group or project |
|---|
| 1209 | and change the permissions for all of them at once. |
|---|
| 1210 | </para> |
|---|
| 1211 | </listitem> |
|---|
| 1212 | </varlistentry> |
|---|
| 1213 | |
|---|
| 1214 | <varlistentry> |
|---|
| 1215 | <term><guibutton>Add users</guibutton></term> |
|---|
| 1216 | <listitem> |
|---|
| 1217 | <para> |
|---|
| 1218 | Opens a popup window that allows you to select |
|---|
| 1219 | users to share the items to. In the popup window, mark |
|---|
| 1220 | one or more users and click on the &gbOk; |
|---|
| 1221 | button. Unless you are an administrator, the popup window |
|---|
| 1222 | will only list users that are members of at least one of the |
|---|
| 1223 | groups where you also are a member. It will not list users that |
|---|
| 1224 | already have access to the items. |
|---|
| 1225 | </para> |
|---|
| 1226 | </listitem> |
|---|
| 1227 | </varlistentry> |
|---|
| 1228 | |
|---|
| 1229 | <varlistentry> |
|---|
| 1230 | <term><guibutton>Add groups</guibutton></term> |
|---|
| 1231 | <listitem> |
|---|
| 1232 | <para> |
|---|
| 1233 | Opens a popup window that allows you to select |
|---|
| 1234 | groups to share the items to. In the popup window, mark |
|---|
| 1235 | one or more groups and click on the &gbOk; |
|---|
| 1236 | button. Unless you are an administrator, the popup window |
|---|
| 1237 | will only list groups where you are a member. It will not list |
|---|
| 1238 | groups that already have access to the items. |
|---|
| 1239 | </para> |
|---|
| 1240 | </listitem> |
|---|
| 1241 | </varlistentry> |
|---|
| 1242 | |
|---|
| 1243 | <varlistentry> |
|---|
| 1244 | <term><guibutton>Add projects</guibutton></term> |
|---|
| 1245 | <listitem> |
|---|
| 1246 | <para> |
|---|
| 1247 | Opens a popup window that allows you to select |
|---|
| 1248 | projects to share the items to. In the popup window, mark |
|---|
| 1249 | one or more projects and click on the &gbOk; |
|---|
| 1250 | button. Unless you are an administrator, the popup window |
|---|
| 1251 | will only list projects where you are a member. It will not list |
|---|
| 1252 | projects that already have access to the items. |
|---|
| 1253 | </para> |
|---|
| 1254 | </listitem> |
|---|
| 1255 | </varlistentry> |
|---|
| 1256 | |
|---|
| 1257 | <varlistentry> |
|---|
| 1258 | <term>&gbRemove;</term> |
|---|
| 1259 | <listitem> |
|---|
| 1260 | <para> |
|---|
| 1261 | Click on this button to revoke access permissions from |
|---|
| 1262 | the selected users, groups and projects. |
|---|
| 1263 | </para> |
|---|
| 1264 | </listitem> |
|---|
| 1265 | </varlistentry> |
|---|
| 1266 | </variablelist> |
|---|
| 1267 | |
|---|
| 1268 | <para> |
|---|
| 1269 | Use the &gbSave; button to save your |
|---|
| 1270 | changes or the &gbCancel; button to |
|---|
| 1271 | close the popup without saving. |
|---|
| 1272 | </para> |
|---|
| 1273 | </helptext> |
|---|
| 1274 | |
|---|
| 1275 | </sect2> |
|---|
| 1276 | |
|---|
| 1277 | <sect2 id="webclient.items.takeownership"> |
|---|
| 1278 | <title>Take ownership of items</title> |
|---|
| 1279 | <para> |
|---|
| 1280 | Sometime it may be necessary to change the owner of an item. |
|---|
| 1281 | As an user you cannot give the ownership of your items to another |
|---|
| 1282 | user. It is instead the other user that must take the ownership |
|---|
| 1283 | of your items. For this to work, you must first give the other user |
|---|
| 1284 | permission to do so. That it, you must share your items with |
|---|
| 1285 | <guilabel>Take ownership</guilabel> permission to other user. |
|---|
| 1286 | See <xref linkend="webclient.items.share" />. |
|---|
| 1287 | </para> |
|---|
| 1288 | |
|---|
| 1289 | <para> |
|---|
| 1290 | When the items have been shared, the other user has to go to the |
|---|
| 1291 | list view (or the single-item view), mark the checkboxes for |
|---|
| 1292 | the items, and click in the <guibutton>Take ownership</guibutton> |
|---|
| 1293 | button. A warning message about not being able to undo the action |
|---|
| 1294 | is displayed. Click on &gbOk; to continue or |
|---|
| 1295 | &gbCancel; to abort. |
|---|
| 1296 | </para> |
|---|
| 1297 | |
|---|
| 1298 | <note> |
|---|
| 1299 | <para> |
|---|
| 1300 | The original owner may not have access permissions to the items |
|---|
| 1301 | any longer. If that is desired, the new owner must share the items |
|---|
| 1302 | to the original owner. |
|---|
| 1303 | </para> |
|---|
| 1304 | </note> |
|---|
| 1305 | |
|---|
| 1306 | </sect2> |
|---|
| 1307 | |
|---|
| 1308 | <sect2 id="webclient.items.export"> |
|---|
| 1309 | <title>Export items</title> |
|---|
| 1310 | <para> |
|---|
| 1311 | This has a chapter of it's own. See <xref linkend="import_export_data.export"/>. |
|---|
| 1312 | </para> |
|---|
| 1313 | </sect2> |
|---|
| 1314 | |
|---|
| 1315 | </sect1> |
|---|
| 1316 | |
|---|
| 1317 | <sect1 id="webclient.itemlist"> |
|---|
| 1318 | <title>Listing items</title> |
|---|
| 1319 | |
|---|
| 1320 | <para> |
|---|
| 1321 | All pages that lists items are very similar in their appearance and |
|---|
| 1322 | functionality. In this section we will describe the things that are |
|---|
| 1323 | common for most (if not all) list pages. |
|---|
| 1324 | </para> |
|---|
| 1325 | |
|---|
| 1326 | <para> |
|---|
| 1327 | Use the menu to open a page listing items. Most list pages can only list one type of |
|---|
| 1328 | items. For example: use the |
|---|
| 1329 | <menuchoice> |
|---|
| 1330 | <guimenu>View</guimenu> |
|---|
| 1331 | <guimenuitem>Samples</guimenuitem> |
|---|
| 1332 | </menuchoice> |
|---|
| 1333 | menu to list samples and the |
|---|
| 1334 | <menuchoice> |
|---|
| 1335 | <guimenu>View</guimenu> |
|---|
| 1336 | <guimenuitem>Experiments</guimenuitem> |
|---|
| 1337 | </menuchoice> |
|---|
| 1338 | menu to list experiments. |
|---|
| 1339 | </para> |
|---|
| 1340 | |
|---|
| 1341 | <tip> |
|---|
| 1342 | An example of a list page that can list |
|---|
| 1343 | items of several types is found by going to |
|---|
| 1344 | <menuchoice> |
|---|
| 1345 | <guimenu>View</guimenu> |
|---|
| 1346 | <guimenuitem>All items</guimenuitem> |
|---|
| 1347 | </menuchoice>. |
|---|
| 1348 | This page lists all items that you are the owner of. It has a few limitations: |
|---|
| 1349 | |
|---|
| 1350 | <itemizedlist> |
|---|
| 1351 | <listitem> |
|---|
| 1352 | <para> |
|---|
| 1353 | It support only a limited set of columns (type, name and description) |
|---|
| 1354 | since these are the only properties that are common |
|---|
| 1355 | among all items. |
|---|
| 1356 | </para> |
|---|
| 1357 | </listitem> |
|---|
| 1358 | |
|---|
| 1359 | <listitem> |
|---|
| 1360 | <para> |
|---|
| 1361 | The list cannot be filtered (except by item type) |
|---|
| 1362 | or sorted. This is due to a limitation in the query system |
|---|
| 1363 | used to generate the list. |
|---|
| 1364 | </para> |
|---|
| 1365 | </listitem> |
|---|
| 1366 | </itemizedlist> |
|---|
| 1367 | |
|---|
| 1368 | <para> |
|---|
| 1369 | There are also several similarities: |
|---|
| 1370 | </para> |
|---|
| 1371 | |
|---|
| 1372 | <itemizedlist> |
|---|
| 1373 | <listitem> |
|---|
| 1374 | <para> |
|---|
| 1375 | It supports all of the regular multi-item |
|---|
| 1376 | operations such as delete, restore, share |
|---|
| 1377 | and take ownership. |
|---|
| 1378 | </para> |
|---|
| 1379 | </listitem> |
|---|
| 1380 | |
|---|
| 1381 | <listitem> |
|---|
| 1382 | <para> |
|---|
| 1383 | Clicking on the name of the item will take you to the |
|---|
| 1384 | single-item view of that item. Holding down <keycap>CTRL</keycap>, |
|---|
| 1385 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> while clicking, |
|---|
| 1386 | will open the edit popup. |
|---|
| 1387 | </para> |
|---|
| 1388 | </listitem> |
|---|
| 1389 | </itemizedlist> |
|---|
| 1390 | |
|---|
| 1391 | </tip> |
|---|
| 1392 | |
|---|
| 1393 | <figure id="webclient.figures.listpage"> |
|---|
| 1394 | <title>A typical list page</title> |
|---|
| 1395 | <screenshot> |
|---|
| 1396 | <mediaobject> |
|---|
| 1397 | <imageobject><imagedata fileref="figures/listpage.png" format="PNG" |
|---|
| 1398 | scalefit="1" width="100%" /></imageobject> |
|---|
| 1399 | </mediaobject> |
|---|
| 1400 | </screenshot> |
|---|
| 1401 | </figure> |
|---|
| 1402 | |
|---|
| 1403 | <para> |
|---|
| 1404 | The typical list page contains the following important |
|---|
| 1405 | elements: |
|---|
| 1406 | </para> |
|---|
| 1407 | |
|---|
| 1408 | <variablelist> |
|---|
| 1409 | <varlistentry> |
|---|
| 1410 | <term><interface>1. Toolbar</interface></term> |
|---|
| 1411 | <listitem> |
|---|
| 1412 | <para> |
|---|
| 1413 | A toolbar with buttons for various actions such as |
|---|
| 1414 | &gbNew; for creating a new item, |
|---|
| 1415 | &gbDelete; for deleting items and |
|---|
| 1416 | <guibutton>Columns…</guibutton> for configuring columns. |
|---|
| 1417 | Depending on the permissions of the logged in user |
|---|
| 1418 | some buttons may be disabled (greyed out) or not shown at all. |
|---|
| 1419 | </para> |
|---|
| 1420 | </listitem> |
|---|
| 1421 | </varlistentry> |
|---|
| 1422 | |
|---|
| 1423 | <varlistentry> |
|---|
| 1424 | <term><interface>2. Navigation bar</interface></term> |
|---|
| 1425 | <listitem> |
|---|
| 1426 | <para> |
|---|
| 1427 | If there are many items the list will be divided into |
|---|
| 1428 | pages, each one showing a limited number of items. |
|---|
| 1429 | The navigation bar allows you to |
|---|
| 1430 | move to other pages and specify how many items each page |
|---|
| 1431 | should display. The navigation bar is repeated at the |
|---|
| 1432 | bottom of the list so you do not have to scroll back to the |
|---|
| 1433 | top of a long list just to get to another page. |
|---|
| 1434 | </para> |
|---|
| 1435 | </listitem> |
|---|
| 1436 | </varlistentry> |
|---|
| 1437 | |
|---|
| 1438 | <varlistentry> |
|---|
| 1439 | <term><interface>3. List of presets</interface></term> |
|---|
| 1440 | <listitem> |
|---|
| 1441 | <para> |
|---|
| 1442 | A list with preconfigured settings which allows you to |
|---|
| 1443 | quickly switch between different layouts (sort order, visible |
|---|
| 1444 | columns, filter settings, etc). |
|---|
| 1445 | </para> |
|---|
| 1446 | </listitem> |
|---|
| 1447 | </varlistentry> |
|---|
| 1448 | |
|---|
| 1449 | <varlistentry> |
|---|
| 1450 | <term><interface>4. Column headers</interface></term> |
|---|
| 1451 | <listitem> |
|---|
| 1452 | <para> |
|---|
| 1453 | The columns headers can be used for selecting sort order. |
|---|
| 1454 | </para> |
|---|
| 1455 | </listitem> |
|---|
| 1456 | </varlistentry> |
|---|
| 1457 | |
|---|
| 1458 | <varlistentry> |
|---|
| 1459 | <term><interface>5. Filter bar</interface></term> |
|---|
| 1460 | <listitem> |
|---|
| 1461 | <para> |
|---|
| 1462 | The filter bar allows you to search for items. |
|---|
| 1463 | </para> |
|---|
| 1464 | </listitem> |
|---|
| 1465 | </varlistentry> |
|---|
| 1466 | |
|---|
| 1467 | </variablelist> |
|---|
| 1468 | |
|---|
| 1469 | |
|---|
| 1470 | <sect2 id="webclient.itemlist.order"> |
|---|
| 1471 | <title>Ordering the list</title> |
|---|
| 1472 | |
|---|
| 1473 | <para> |
|---|
| 1474 | Most lists are by default sorted by the name of the item. This can |
|---|
| 1475 | be changed by clicking on the column header of another column. |
|---|
| 1476 | If you click on the same column twice the sort order is reversed. |
|---|
| 1477 | A downwards or upwards pointing arrow is displayed next to the |
|---|
| 1478 | column header in the column that is currently used for sorting. |
|---|
| 1479 | Column headers that are black cannot be used for sorting. |
|---|
| 1480 | </para> |
|---|
| 1481 | |
|---|
| 1482 | <para> |
|---|
| 1483 | It is possible to use more than one column for sorting. Press |
|---|
| 1484 | and hold one of the <keycap>CTRL</keycap>, |
|---|
| 1485 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking |
|---|
| 1486 | on another column header. The original sorting is kept and the new |
|---|
| 1487 | column is used for sub-sorting the list. The procedure can be |
|---|
| 1488 | repeated with more columns if you need to sort on three or more |
|---|
| 1489 | columns. To revert to sort by only one column again click a |
|---|
| 1490 | column header without holding down any key. |
|---|
| 1491 | </para> |
|---|
| 1492 | </sect2> |
|---|
| 1493 | |
|---|
| 1494 | <sect2 id="webclient.itemlist.filter"> |
|---|
| 1495 | <title>Filtering the list</title> |
|---|
| 1496 | |
|---|
| 1497 | <para> |
|---|
| 1498 | If the list contains many items you may need to use a filter to be |
|---|
| 1499 | able to find the item you are looking for. The input boxes on the |
|---|
| 1500 | line below the column headers are used for filtering. Most columns |
|---|
| 1501 | are filtered using a free-text input box, but some columns that can |
|---|
| 1502 | only take a few distinct values use a selection list or radio buttons |
|---|
| 1503 | instead. The selection list and radio buttons are very simple to use. |
|---|
| 1504 | Just select the alternative that you want to filter on. The list |
|---|
| 1505 | will be automatically updated when the selection has been made. |
|---|
| 1506 | </para> |
|---|
| 1507 | |
|---|
| 1508 | <para> |
|---|
| 1509 | The free-text filter is a bit more complex. By default, an exact match is |
|---|
| 1510 | required, use % as a wildcard that matches any character. |
|---|
| 1511 | For example, the filter <informalexample>Experiment A</informalexample> |
|---|
| 1512 | only matches the same exact string, but the filter |
|---|
| 1513 | <informalexample>Exp%</informalexample> matches |
|---|
| 1514 | <informalexample>Experiment A, Experiment B, etc.</informalexample> |
|---|
| 1515 | </para> |
|---|
| 1516 | |
|---|
| 1517 | <para> |
|---|
| 1518 | You can also use operators to find items which has a value that |
|---|
| 1519 | is greater than, less than or not equal to a specific value. This is |
|---|
| 1520 | mostly useful on numeric or date columns but also works on text |
|---|
| 1521 | columns. The operator must be entered first in the |
|---|
| 1522 | free-text box, for example |
|---|
| 1523 | <informalexample><=10</informalexample> |
|---|
| 1524 | to find items which has a value less than or equal to 10. |
|---|
| 1525 | Here is a list of the supported operators: |
|---|
| 1526 | </para> |
|---|
| 1527 | |
|---|
| 1528 | <variablelist id="webclient.itemlist.filter.operators"> |
|---|
| 1529 | <title>List of operators supported by the free-text filter</title> |
|---|
| 1530 | <varlistentry> |
|---|
| 1531 | <term><keycap><</keycap></term> |
|---|
| 1532 | <listitem><simpara>Less than</simpara></listitem> |
|---|
| 1533 | </varlistentry> |
|---|
| 1534 | <varlistentry> |
|---|
| 1535 | <term><keycap><=</keycap></term> |
|---|
| 1536 | <listitem><simpara>Less than or equal to</simpara></listitem> |
|---|
| 1537 | </varlistentry> |
|---|
| 1538 | <varlistentry> |
|---|
| 1539 | <term><keycap>></keycap></term> |
|---|
| 1540 | <listitem><simpara>Greater than</simpara></listitem> |
|---|
| 1541 | </varlistentry> |
|---|
| 1542 | <varlistentry> |
|---|
| 1543 | <term><keycap>>=</keycap></term> |
|---|
| 1544 | <listitem><simpara>Greater than or equal to</simpara></listitem> |
|---|
| 1545 | </varlistentry> |
|---|
| 1546 | <varlistentry> |
|---|
| 1547 | <term><keycap>=</keycap></term> |
|---|
| 1548 | <listitem><simpara>Equal to (useful to find items with a null value)</simpara></listitem> |
|---|
| 1549 | </varlistentry> |
|---|
| 1550 | <varlistentry> |
|---|
| 1551 | <term><keycap><></keycap></term> |
|---|
| 1552 | <term><keycap>!=</keycap></term> |
|---|
| 1553 | <listitem><simpara>Not equal to (useful to find items with a non-null value)</simpara></listitem> |
|---|
| 1554 | </varlistentry> |
|---|
| 1555 | </variablelist> |
|---|
| 1556 | </sect2> |
|---|
| 1557 | |
|---|
| 1558 | <sect2 id="webclient.itemlist.columns"> |
|---|
| 1559 | <title>Configuring which columns to show</title> |
|---|
| 1560 | |
|---|
| 1561 | <para> |
|---|
| 1562 | Most lists show only a small subset of the columns it |
|---|
| 1563 | is capable of showing. Use the |
|---|
| 1564 | <guibutton>Columns…</guibutton> button to open |
|---|
| 1565 | a dialog that allows you to select which columns to show |
|---|
| 1566 | and the order in which they are shown. |
|---|
| 1567 | </para> |
|---|
| 1568 | |
|---|
| 1569 | <figure id="webclient.figures.configure_columns"> |
|---|
| 1570 | <title>Configuring which columns to show</title> |
|---|
| 1571 | <screenshot> |
|---|
| 1572 | <mediaobject> |
|---|
| 1573 | <imageobject> |
|---|
| 1574 | <imagedata fileref="figures/configure_columns.png" format="PNG"/> |
|---|
| 1575 | </imageobject> |
|---|
| 1576 | </mediaobject> |
|---|
| 1577 | </screenshot> |
|---|
| 1578 | </figure> |
|---|
| 1579 | |
|---|
| 1580 | <helptext external_id="columns.configure" |
|---|
| 1581 | title="Set column order and visiblity"> |
|---|
| 1582 | |
|---|
| 1583 | <variablelist> |
|---|
| 1584 | <varlistentry> |
|---|
| 1585 | <term><guilabel>Visible columns</guilabel></term> |
|---|
| 1586 | <listitem> |
|---|
| 1587 | <para> |
|---|
| 1588 | Shows the columns that are currently visible. |
|---|
| 1589 | Use the up/down arrow buttons to arrange the order of the |
|---|
| 1590 | visible columns. The topmost column is shown to the left. |
|---|
| 1591 | Use the right arrow button to move columns from this list |
|---|
| 1592 | to the hidden columns list. Columns marked with an <guilabel>×</guilabel> |
|---|
| 1593 | are required |
|---|
| 1594 | and cannot be hidden. In most lists the <guilabel>Name</guilabel> column |
|---|
| 1595 | is the only column that is required. |
|---|
| 1596 | </para> |
|---|
| 1597 | </listitem> |
|---|
| 1598 | </varlistentry> |
|---|
| 1599 | |
|---|
| 1600 | <varlistentry> |
|---|
| 1601 | <term><guilabel>Hidden columns</guilabel></term> |
|---|
| 1602 | <listitem> |
|---|
| 1603 | <para> |
|---|
| 1604 | Shows columns that are not currently visible in the |
|---|
| 1605 | list. Use the left arrow button to move columns from |
|---|
| 1606 | this list to the visible columns list. |
|---|
| 1607 | </para> |
|---|
| 1608 | </listitem> |
|---|
| 1609 | </varlistentry> |
|---|
| 1610 | |
|---|
| 1611 | |
|---|
| 1612 | <varlistentry> |
|---|
| 1613 | <term><guilabel>Presets</guilabel></term> |
|---|
| 1614 | <listitem> |
|---|
| 1615 | <para> |
|---|
| 1616 | A dropdown list that allows you to |
|---|
| 1617 | select a set of preconfigured columns. You may also create |
|---|
| 1618 | your own preset if you often need to switch between different |
|---|
| 1619 | configurations. The list of presets is the same as the one |
|---|
| 1620 | described <link linkend="webclient.itemlist.presets">below</link>, |
|---|
| 1621 | but if used from this dialog the presets does not affect filters, |
|---|
| 1622 | sort order, etc. |
|---|
| 1623 | </para> |
|---|
| 1624 | </listitem> |
|---|
| 1625 | </varlistentry> |
|---|
| 1626 | </variablelist> |
|---|
| 1627 | |
|---|
| 1628 | <para> |
|---|
| 1629 | Use the &gbSave; button to apply your |
|---|
| 1630 | changes or the &gbCancel; button to |
|---|
| 1631 | close the popup without saving. |
|---|
| 1632 | </para> |
|---|
| 1633 | |
|---|
| 1634 | </helptext> |
|---|
| 1635 | |
|---|
| 1636 | </sect2> |
|---|
| 1637 | |
|---|
| 1638 | <sect2 id="webclient.itemlist.presets"> |
|---|
| 1639 | <title>Presets</title> |
|---|
| 1640 | |
|---|
| 1641 | <para> |
|---|
| 1642 | The <guilabel>view / presets</guilabel> dropdown has three |
|---|
| 1643 | main functions: |
|---|
| 1644 | </para> |
|---|
| 1645 | |
|---|
| 1646 | <figure id="webclient.figures.viewpresets"> |
|---|
| 1647 | <title>The view / presets dropdown</title> |
|---|
| 1648 | <screenshot> |
|---|
| 1649 | <mediaobject> |
|---|
| 1650 | <imageobject><imagedata fileref="figures/view_presets.png" format="PNG" |
|---|
| 1651 | /></imageobject> |
|---|
| 1652 | </mediaobject> |
|---|
| 1653 | </screenshot> |
|---|
| 1654 | </figure> |
|---|
| 1655 | <orderedlist> |
|---|
| 1656 | <listitem> |
|---|
| 1657 | <para> |
|---|
| 1658 | Switch between different configuration presets. |
|---|
| 1659 | The top of the dropdown contains user-defined presets (<guilabel>Saved preset #1</guilabel> and |
|---|
| 1660 | <guilabel>#2</guilabel>) and a few preconfigured presets. |
|---|
| 1661 | The user-defined presets are used to store a complete table configuration, |
|---|
| 1662 | including: |
|---|
| 1663 | </para> |
|---|
| 1664 | |
|---|
| 1665 | <itemizedlist> |
|---|
| 1666 | <listitem><simpara>Which columns are visible and their order</simpara></listitem> |
|---|
| 1667 | <listitem><simpara>The column (or columns) used for sorting</simpara></listitem> |
|---|
| 1668 | <listitem><simpara>Filter settings</simpara></listitem> |
|---|
| 1669 | <listitem><simpara>The number of items per page and the current page</simpara></listitem> |
|---|
| 1670 | </itemizedlist> |
|---|
| 1671 | |
|---|
| 1672 | <para> |
|---|
| 1673 | The preconfigured presets only affects |
|---|
| 1674 | the visible columns as follows: |
|---|
| 1675 | </para> |
|---|
| 1676 | |
|---|
| 1677 | <itemizedlist> |
|---|
| 1678 | <listitem> |
|---|
| 1679 | <para><guilabel>All columns</guilabel> - Show all columns.</para> |
|---|
| 1680 | </listitem> |
|---|
| 1681 | <listitem> |
|---|
| 1682 | <para><guilabel>Required columns</guilabel> - Show only the required columns. |
|---|
| 1683 | Usually only the <guilabel>Name</guilabel> column is required.</para> |
|---|
| 1684 | </listitem> |
|---|
| 1685 | <listitem> |
|---|
| 1686 | <para><guilabel>Default columns</guilabel> - Show the default set of columns.</para> |
|---|
| 1687 | </listitem> |
|---|
| 1688 | <listitem> |
|---|
| 1689 | <para><guilabel>Other…</guilabel> - |
|---|
| 1690 | Open the configure columns dialog box, described in |
|---|
| 1691 | <xref linkend="webclient.itemlist.columns"/>.</para> |
|---|
| 1692 | </listitem> |
|---|
| 1693 | </itemizedlist> |
|---|
| 1694 | |
|---|
| 1695 | </listitem> |
|---|
| 1696 | |
|---|
| 1697 | <listitem> |
|---|
| 1698 | <para> |
|---|
| 1699 | Filter items by the removed status and the access |
|---|
| 1700 | permissions to an item. |
|---|
| 1701 | </para> |
|---|
| 1702 | |
|---|
| 1703 | <itemizedlist> |
|---|
| 1704 | <listitem> |
|---|
| 1705 | <para><guilabel>Removed</guilabel> - If checked, items that have been |
|---|
| 1706 | moved to the trashcan are shown, otherwise they are hidden.</para> |
|---|
| 1707 | </listitem> |
|---|
| 1708 | <listitem> |
|---|
| 1709 | <para><guilabel>Owned by me</guilabel> - If checked, items that the logged in user |
|---|
| 1710 | owns are displayed, otherwise they are hidden.</para> |
|---|
| 1711 | </listitem> |
|---|
| 1712 | <listitem> |
|---|
| 1713 | <para><guilabel>Shared to me</guilabel> - If checked, items that are owned |
|---|
| 1714 | by other users but shared to the logged in user are displayed, otherwise |
|---|
| 1715 | they are hidden.</para> |
|---|
| 1716 | </listitem> |
|---|
| 1717 | <listitem> |
|---|
| 1718 | <para><guilabel>In current project</guilabel> - |
|---|
| 1719 | If checked, items that are linked with the current project are displayed, |
|---|
| 1720 | otherwise they are hidden. It does not matter if the logged in user is the |
|---|
| 1721 | owner or not. This option is only available if a project is active. |
|---|
| 1722 | </para> |
|---|
| 1723 | </listitem> |
|---|
| 1724 | <listitem> |
|---|
| 1725 | <para><guilabel>Owned by others</guilabel> - |
|---|
| 1726 | This option is only available to administrators and will display |
|---|
| 1727 | items that are owned by other users. |
|---|
| 1728 | </para> |
|---|
| 1729 | </listitem> |
|---|
| 1730 | </itemizedlist> |
|---|
| 1731 | |
|---|
| 1732 | <para> |
|---|
| 1733 | The default is to display item that the current user |
|---|
| 1734 | owns and, if a project is active, items in that project. |
|---|
| 1735 | </para> |
|---|
| 1736 | |
|---|
| 1737 | </listitem> |
|---|
| 1738 | |
|---|
| 1739 | <listitem> |
|---|
| 1740 | <para> |
|---|
| 1741 | Administrate the presets |
|---|
| 1742 | </para> |
|---|
| 1743 | <itemizedlist> |
|---|
| 1744 | <listitem> |
|---|
| 1745 | <para><guilabel>Clear filter</guilabel> - Clears |
|---|
| 1746 | all filters.</para> |
|---|
| 1747 | </listitem> |
|---|
| 1748 | |
|---|
| 1749 | <listitem> |
|---|
| 1750 | <para><guilabel>Save as…</guilabel> - Save the |
|---|
| 1751 | current configuration as a preset.</para> |
|---|
| 1752 | </listitem> |
|---|
| 1753 | |
|---|
| 1754 | <listitem> |
|---|
| 1755 | <para><guilabel>Manage…</guilabel> - Opens a dialog |
|---|
| 1756 | where you can remove saved presets. You can also load |
|---|
| 1757 | saved presets from the dialog, but it is quicker to just |
|---|
| 1758 | use the dropdown list for this.</para> |
|---|
| 1759 | </listitem> |
|---|
| 1760 | </itemizedlist> |
|---|
| 1761 | </listitem> |
|---|
| 1762 | </orderedlist> |
|---|
| 1763 | |
|---|
| 1764 | <sect3 id="webclient.itemlist.presets.saveas"> |
|---|
| 1765 | <title>Save a preset</title> |
|---|
| 1766 | |
|---|
| 1767 | <para> |
|---|
| 1768 | If you select the <guilabel>Save as…</guilabel> |
|---|
| 1769 | option from the <guilabel>view / presets</guilabel> dropdown |
|---|
| 1770 | the <guilabel>Save preset as</guilabel> dialog is opened. |
|---|
| 1771 | </para> |
|---|
| 1772 | |
|---|
| 1773 | <figure id="webclient.figures.savepresetas"> |
|---|
| 1774 | <title>Save preset as</title> |
|---|
| 1775 | <screenshot> |
|---|
| 1776 | <mediaobject> |
|---|
| 1777 | <imageobject><imagedata fileref="figures/save_preset.png" format="PNG" /></imageobject> |
|---|
| 1778 | </mediaobject> |
|---|
| 1779 | </screenshot> |
|---|
| 1780 | </figure> |
|---|
| 1781 | |
|---|
| 1782 | <helptext external_id="contexts.saveas" title="Save preset as"> |
|---|
| 1783 | |
|---|
| 1784 | <variablelist> |
|---|
| 1785 | <varlistentry> |
|---|
| 1786 | <term><guilabel>For item</guilabel></term> |
|---|
| 1787 | <listitem> |
|---|
| 1788 | <para> |
|---|
| 1789 | The type of item the preset is saved for. |
|---|
| 1790 | </para> |
|---|
| 1791 | </listitem> |
|---|
| 1792 | </varlistentry> |
|---|
| 1793 | <varlistentry> |
|---|
| 1794 | <term><guilabel >Name</guilabel></term> |
|---|
| 1795 | <listitem> |
|---|
| 1796 | <para> |
|---|
| 1797 | The name of the preset. The name must be unique. |
|---|
| 1798 | </para> |
|---|
| 1799 | </listitem> |
|---|
| 1800 | </varlistentry> |
|---|
| 1801 | <varlistentry> |
|---|
| 1802 | <term><guilabel>Overwrite existing</guilabel></term> |
|---|
| 1803 | <listitem> |
|---|
| 1804 | <para> |
|---|
| 1805 | If a preset with the same name already exists, it is |
|---|
| 1806 | overwritten if this checkbox is checked. |
|---|
| 1807 | </para> |
|---|
| 1808 | </listitem> |
|---|
| 1809 | </varlistentry> |
|---|
| 1810 | <varlistentry> |
|---|
| 1811 | <term><guilabel>Public</guilabel></term> |
|---|
| 1812 | <listitem> |
|---|
| 1813 | <para> |
|---|
| 1814 | This options is only available for users |
|---|
| 1815 | which has the <emphasis>SHARE_TO_EVERYONE</emphasis> |
|---|
| 1816 | permission. If checked the preset is visible to |
|---|
| 1817 | all users. |
|---|
| 1818 | </para> |
|---|
| 1819 | </listitem> |
|---|
| 1820 | </varlistentry> |
|---|
| 1821 | </variablelist> |
|---|
| 1822 | |
|---|
| 1823 | <para> |
|---|
| 1824 | Use the &gbOk; button to save the preset |
|---|
| 1825 | or the &gbCancel; button to |
|---|
| 1826 | close the popup without saving. |
|---|
| 1827 | </para> |
|---|
| 1828 | |
|---|
| 1829 | |
|---|
| 1830 | </helptext> |
|---|
| 1831 | |
|---|
| 1832 | </sect3> |
|---|
| 1833 | |
|---|
| 1834 | <sect3 id="webclient.itemlist.presets.manage"> |
|---|
| 1835 | <title>Manage presets</title> |
|---|
| 1836 | |
|---|
| 1837 | <para> |
|---|
| 1838 | If you select the <guilabel>Manage…</guilabel> |
|---|
| 1839 | option from the <guilabel>view / presets</guilabel> dropdown |
|---|
| 1840 | the <guilabel>Manage presets</guilabel> dialog is opened. |
|---|
| 1841 | </para> |
|---|
| 1842 | |
|---|
| 1843 | <figure id="webclient.figures.managepresets"> |
|---|
| 1844 | <title>Manage presets</title> |
|---|
| 1845 | <screenshot> |
|---|
| 1846 | <mediaobject> |
|---|
| 1847 | <imageobject><imagedata fileref="figures/manage_presets.png" format="PNG" /></imageobject> |
|---|
| 1848 | </mediaobject> |
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| 1849 | </screenshot> |
|---|
| 1850 | </figure> |
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| 1851 | |
|---|
| 1852 | <helptext external_id="contexts.manage" title="Manage presets"> |
|---|
| 1853 | |
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| 1854 | <para> |
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| 1855 | From this dialog you can delete or load presets. |
|---|
| 1856 | </para> |
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| 1857 | |
|---|
| 1858 | <para> |
|---|
| 1859 | To delete presets, first mark the checkbox in front of |
|---|
| 1860 | each preset you want to delete. Then, click on the |
|---|
| 1861 | <guibutton>Delete…</guibutton> button. You will get |
|---|
| 1862 | a warning about that the action cannot be undone. Unlike other |
|---|
| 1863 | items, the presets are not moved to the trashcan. Click on |
|---|
| 1864 | &gbOk; to delete the preset. |
|---|
| 1865 | </para> |
|---|
| 1866 | |
|---|
| 1867 | <note> |
|---|
| 1868 | <title>Edit a preset</title> |
|---|
| 1869 | <para> |
|---|
| 1870 | It is not possible to edit a preset directly. To change an |
|---|
| 1871 | existing preset you must: |
|---|
| 1872 | |
|---|
| 1873 | <orderedlist> |
|---|
| 1874 | <listitem><simpara>Load the preset.</simpara></listitem> |
|---|
| 1875 | <listitem><simpara>Use the interface to change column settings, filter, |
|---|
| 1876 | sort order, etc.</simpara></listitem> |
|---|
| 1877 | <listitem><simpara>Save the preset with the same name.</simpara></listitem> |
|---|
| 1878 | </orderedlist> |
|---|
| 1879 | </para> |
|---|
| 1880 | </note> |
|---|
| 1881 | |
|---|
| 1882 | <para> |
|---|
| 1883 | Use the &gbClose; button to |
|---|
| 1884 | close the popup. |
|---|
| 1885 | </para> |
|---|
| 1886 | |
|---|
| 1887 | |
|---|
| 1888 | </helptext> |
|---|
| 1889 | |
|---|
| 1890 | </sect3> |
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| 1891 | |
|---|
| 1892 | </sect2> |
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| 1893 | </sect1> |
|---|
| 1894 | |
|---|
| 1895 | |
|---|
| 1896 | <sect1 id="webclient.trashcan"> |
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| 1897 | <title>Trashcan</title> |
|---|
| 1898 | <para> |
|---|
| 1899 | All items that have been deleted, and are owned by you, are |
|---|
| 1900 | listed in your trashcan. This list page is accessed with |
|---|
| 1901 | <menuchoice> |
|---|
| 1902 | <guimenu>View</guimenu> |
|---|
| 1903 | <guimenuitem>Trashcan</guimenuitem> |
|---|
| 1904 | </menuchoice> |
|---|
| 1905 | and it differs a bit from the other common list pages. The |
|---|
| 1906 | most significant difference is that the trashcan page can |
|---|
| 1907 | contain more then one item type, actually all removable item |
|---|
| 1908 | types in BASE can be listed in the trascan. Items that neither |
|---|
| 1909 | can be removed or deleted, <emphasis>i.e.,</emphasis> items |
|---|
| 1910 | like sessions, nor clients' help texts since these are deleted |
|---|
| 1911 | from the database immediately in list/item view will be shown |
|---|
| 1912 | in the trashcan page. |
|---|
| 1913 | </para> |
|---|
| 1914 | <warning> |
|---|
| 1915 | <para> |
|---|
| 1916 | Some item types do not have any owner and these are listed |
|---|
| 1917 | in the trashcans for everyone with delete permission on that |
|---|
| 1918 | specific item type. |
|---|
| 1919 | </para> |
|---|
| 1920 | </warning> |
|---|
| 1921 | |
|---|
| 1922 | <para> |
|---|
| 1923 | Things that the trashcan page have in common with other list |
|---|
| 1924 | pages are the possibility to restore and view/edit items, see |
|---|
| 1925 | <xref linkend="webclient.items.restore" /> and |
|---|
| 1926 | <xref linkend="webclient.items.edit" /> . If an item is |
|---|
| 1927 | restored, it will of course disappear from the trashcan. |
|---|
| 1928 | </para> |
|---|
| 1929 | |
|---|
| 1930 | <sect2 id="webclient.trashcan.deleteitem"> |
|---|
| 1931 | <title>Delete items permanently</title> |
|---|
| 1932 | <para> |
|---|
| 1933 | Items can be permanently deleted from BASE only if they are |
|---|
| 1934 | not used by other items. Items that are used have the icon |
|---|
| 1935 | <inlinemediaobject> |
|---|
| 1936 | <imageobject> |
|---|
| 1937 | <imagedata fileref="figures/isused.gif" format="GIF" align="left" /> |
|---|
| 1938 | </imageobject> |
|---|
| 1939 | </inlinemediaobject> |
|---|
| 1940 | in the first column and by clicking on it you can get more |
|---|
| 1941 | information about the dependencies, see |
|---|
| 1942 | <xref linkend="webclient.trashcan.viewdependencies" /> . |
|---|
| 1943 | <note> |
|---|
| 1944 | <simpara> |
|---|
| 1945 | This view is NOT the same view page as when clicking on |
|---|
| 1946 | the item's name, which brings you to the item's view |
|---|
| 1947 | page. |
|---|
| 1948 | </simpara> |
|---|
| 1949 | </note> |
|---|
| 1950 | </para> |
|---|
| 1951 | <para> |
|---|
| 1952 | To delete one or several items permanently from the trashcan |
|---|
| 1953 | you first have to select them and then to click on the |
|---|
| 1954 | &gbDelete; button. Press then on either &gbOk; (completes |
|---|
| 1955 | the deletion) or &gbCancel; (no items will be deleted) in |
|---|
| 1956 | the dialog window that appears. |
|---|
| 1957 | </para> |
|---|
| 1958 | |
|---|
| 1959 | <sect3 id="webclient.trashcan.deleteitem.empty"> |
|---|
| 1960 | <title>Empty trashcan</title> |
|---|
| 1961 | <para> |
|---|
| 1962 | If all items in the trashcan should be deleted permanently |
|---|
| 1963 | the <guibutton>Empty trash</guibutton> button can be |
|---|
| 1964 | used. This function will remove all items that are listed |
|---|
| 1965 | in your trashcan, except those items which other items, |
|---|
| 1966 | not marked for deletion or cannot be deleted, are |
|---|
| 1967 | dependent on. |
|---|
| 1968 | </para> |
|---|
| 1969 | </sect3> |
|---|
| 1970 | </sect2> |
|---|
| 1971 | |
|---|
| 1972 | <sect2 id="webclient.trashcan.viewdependencies"> |
|---|
| 1973 | <title>View dependencies of a trashed item</title> |
|---|
| 1974 | <helptext external_id="trash.view.properties" title="Properties for a trashed item"> |
|---|
| 1975 | <para> |
|---|
| 1976 | This view can only be accessed from trashed items that are |
|---|
| 1977 | linked together with other items. Beside the item's |
|---|
| 1978 | <guilabel>item type</guilabel>, <guilabel>name</guilabel>, |
|---|
| 1979 | and <guilabel>description</guilabel> there is a list at |
|---|
| 1980 | the bottom of the view page with those items that are |
|---|
| 1981 | using the current item in some way. |
|---|
| 1982 | </para> |
|---|
| 1983 | </helptext> |
|---|
| 1984 | <para> |
|---|
| 1985 | <nohelp> |
|---|
| 1986 | <figure id="webclient.trashcan.figures.viewtrasheditem"> |
|---|
| 1987 | <title>Item view of a trashed item.</title> |
|---|
| 1988 | <screenshot> |
|---|
| 1989 | <mediaobject> |
|---|
| 1990 | <imageobject> |
|---|
| 1991 | <imagedata fileref="figures/trashview.png" format="PNG" |
|---|
| 1992 | scalefit="1" width="100%" /> |
|---|
| 1993 | </imageobject> |
|---|
| 1994 | </mediaobject> |
|---|
| 1995 | </screenshot> |
|---|
| 1996 | </figure> |
|---|
| 1997 | </nohelp> |
|---|
| 1998 | <orderedlist> |
|---|
| 1999 | <listitem> |
|---|
| 2000 | <para> |
|---|
| 2001 | This icon indicates that the item cannot be deleted |
|---|
| 2002 | permanently cause of some dependencies, see |
|---|
| 2003 | #<xref linkend="webclient.trashcan.lists.dependentitem3" />. |
|---|
| 2004 | </para> |
|---|
| 2005 | </listitem> |
|---|
| 2006 | <listitem> |
|---|
| 2007 | <para>Common properties for all removable items.</para> |
|---|
| 2008 | </listitem> |
|---|
| 2009 | <listitem id="webclient.trashcan.lists.dependentitem3"> |
|---|
| 2010 | <para>A list of other items that are using the current item.</para> |
|---|
| 2011 | </listitem> |
|---|
| 2012 | </orderedlist> |
|---|
| 2013 | </para> |
|---|
| 2014 | </sect2> |
|---|
| 2015 | </sect1> |
|---|
| 2016 | |
|---|
| 2017 | </chapter> |
|---|
