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 4477 2008-09-05 15:15:25Z 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 3 |
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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 | <guiicon> |
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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 | </guiicon> |
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209 | <interface> |
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210 | Refresh page |
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211 | </interface> |
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212 | </term> |
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213 | <listitem> |
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214 | <para> |
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215 | Refresh/reload the current page. This is useful when you add |
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216 | or modify items in BASE. Most of the time the page is refreshed |
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217 | automatically, but in some cases you will have to use |
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218 | this button to refresh the page. |
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219 | </para> |
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220 | |
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221 | <warning> |
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222 | <para> |
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223 | Do not use your browser's <guibutton>Refresh</guibutton> button. |
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224 | Most browsers will take you to the login page again. |
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225 | </para> |
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226 | </warning> |
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227 | </listitem> |
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228 | </varlistentry> |
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229 | |
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230 | <varlistentry> |
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231 | <term> |
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232 | <guiicon> |
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233 | <inlinemediaobject> |
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234 | <imageobject><imagedata fileref="figures/recent.png" format="PNG" align="left"/></imageobject> |
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235 | </inlinemediaobject> |
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236 | </guiicon> |
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237 | <interface> |
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238 | Recent items |
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239 | </interface> |
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240 | </term> |
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241 | <listitem> |
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242 | <para> |
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243 | Shortcut to the most recently viewed items. The number of items are |
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244 | configurable and you can also make some item types |
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245 | <emphasis>sticky</emphasis>. This will for example keep the shortcut |
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246 | to the last experiment even if you have viewed lots of other items |
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247 | more recently. |
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248 | See <xref linkend="webclient.configuration.preferences.mostrecent"/> |
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249 | for configuration information. |
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250 | </para> |
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251 | </listitem> |
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252 | </varlistentry> |
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253 | |
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254 | <varlistentry> |
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255 | <term> |
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256 | <guiicon> |
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257 | <inlinemediaobject> |
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258 | <imageobject><imagedata fileref="figures/project.gif" format="GIF" align="left"/></imageobject> |
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259 | </inlinemediaobject> |
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260 | </guiicon> |
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261 | <interface> |
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262 | Projects |
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263 | </interface> |
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264 | </term> |
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265 | <listitem> |
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266 | <para> |
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267 | A list of all projects you are a member of. Selecting a project in the |
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268 | list will make that project the active project. |
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269 | </para> |
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270 | </listitem> |
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271 | </varlistentry> |
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272 | |
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273 | <varlistentry> |
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274 | <term> |
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275 | <guiicon> |
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276 | <inlinemediaobject> |
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277 | <imageobject><imagedata fileref="figures/user.png" format="PNG" align="left"/></imageobject> |
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278 | </inlinemediaobject> |
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279 | </guiicon> |
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280 | <interface> |
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281 | Logged in user |
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282 | </interface> |
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283 | </term> |
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284 | <listitem> |
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285 | <para> |
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286 | Displays the name of the currently logged in user and allows |
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287 | you to quickly logout and switch to another user. |
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288 | </para> |
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289 | </listitem> |
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290 | </varlistentry> |
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291 | |
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292 | </variablelist> |
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293 | |
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294 | </sect2> |
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295 | |
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296 | <sect2 id="webclient.intro.help"> |
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297 | <title>Getting help</title> |
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298 | <para> |
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299 | Besides reading this document there are more ways to get help: |
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300 | </para> |
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301 | <variablelist> |
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302 | <varlistentry> |
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303 | <term> |
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304 | Online context-sensitive help |
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305 | </term> |
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306 | <listitem> |
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307 | <para> |
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308 | Whenever you find a small help icon |
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309 | (<guiicon> |
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310 | <inlinemediaobject> |
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311 | <imageobject><imagedata fileref="figures/help.gif" format="GIF" /></imageobject> |
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312 | </inlinemediaobject> |
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313 | </guiicon>) |
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314 | or button you may |
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315 | click it to get help about the part of the page |
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316 | you are currently viewing. The icon is located in the title |
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317 | bar in most popup dialog windows and in the toolbar in most |
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318 | other pages. |
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319 | </para> |
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320 | </listitem> |
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321 | </varlistentry> |
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322 | |
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323 | <varlistentry> |
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324 | <term> |
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325 | Using the <menuchoice><guimenu>Help</guimenu></menuchoice> menu |
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326 | </term> |
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327 | <listitem> |
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328 | <para> |
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329 | The <menuchoice><guimenu>Help</guimenu></menuchoice> menu |
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330 | contains links for getting online help. These links |
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331 | may be configured by a server administrator, so they may be |
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332 | different from server to server. By default links for reporting |
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333 | a bug and accessing this document are installed. |
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334 | </para> |
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335 | </listitem> |
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336 | </varlistentry> |
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337 | |
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338 | <varlistentry> |
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339 | <term> |
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340 | Mailing lists and other resources |
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341 | </term> |
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342 | <listitem> |
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343 | <para> |
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344 | See <xref linkend="resources" />. |
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345 | </para> |
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346 | </listitem> |
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347 | </varlistentry> |
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348 | |
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349 | </variablelist> |
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350 | |
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351 | </sect2> |
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352 | |
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353 | </sect1> |
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354 | |
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355 | <sect1 id="webclient.configuration"> |
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356 | <title>Configuring your account</title> |
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357 | |
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358 | <sect2 id="webclient.configuration.contact"> |
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359 | <title>Contact information</title> |
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360 | |
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361 | <para> |
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362 | Use the <menuchoice><guimenu>File</guimenu> |
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363 | <guimenuitem>Contact information</guimenuitem></menuchoice> |
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364 | menu to bring up the user information dialog. |
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365 | </para> |
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366 | |
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367 | <helptext external_id="userpreferences.contact" title="Contact information"> |
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368 | |
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369 | <para> |
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370 | This dialog has three tabs, <guilabel>Contact information</guilabel> |
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371 | (selected), <guilabel>Password</guilabel> and <guilabel>Other information</guilabel>. |
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372 | The logged in user can update the following contact information |
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373 | details. |
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374 | </para> |
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375 | |
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376 | <note> |
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377 | <title>Multi-user accounts</title> |
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378 | <para> |
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379 | If you are using a multi-user account, for example a demo-account, you |
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380 | do not have permission to change the contact information. |
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381 | </para> |
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382 | </note> |
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383 | |
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384 | <variablelist> |
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385 | <varlistentry> |
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386 | <term> |
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387 | <guilabel>Full name</guilabel> |
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388 | </term> |
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389 | <listitem> |
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390 | <para> |
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391 | Your full name. You are not allowed to change this. If |
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392 | it is not correct, contact an administrator to do it for |
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393 | you. |
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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>Email</guilabel> |
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400 | </term> |
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401 | <listitem> |
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402 | <para> |
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403 | Your email address (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>Organisation</guilabel> |
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410 | </term> |
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411 | <listitem> |
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412 | <para> |
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413 | The name of the organisation you work for or represent (optional). |
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414 | </para> |
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415 | </listitem> |
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416 | </varlistentry> |
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417 | <varlistentry> |
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418 | <term> |
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419 | <guilabel>Address</guilabel> |
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420 | </term> |
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421 | <listitem> |
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422 | <para> |
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423 | Your postal address as it should be printed on letters to you |
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424 | (optional). |
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425 | </para> |
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426 | </listitem> |
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427 | </varlistentry> |
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428 | <varlistentry> |
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429 | <term> |
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430 | <guilabel>Phone</guilabel> |
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431 | </term> |
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432 | <listitem> |
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433 | <para> |
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434 | Your phone number (optional). You may enter multiple phone numbers, |
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435 | for example your work phone number and a mobile number. |
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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>Fax</guilabel> |
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442 | </term> |
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443 | <listitem> |
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444 | <para> |
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445 | Your fax number (optional). |
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446 | </para> |
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447 | </listitem> |
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448 | </varlistentry> |
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449 | <varlistentry> |
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450 | <term> |
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451 | <guilabel>Url</guilabel> |
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452 | </term> |
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453 | <listitem> |
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454 | <para> |
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455 | An URL to your home page or your organisation's home page (optional). |
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456 | </para> |
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457 | </listitem> |
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458 | </varlistentry> |
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459 | </variablelist> |
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460 | |
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461 | <para> |
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462 | Press &gbSave; to save the changes or |
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463 | &gbCancel; to abort. |
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464 | </para> |
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465 | |
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466 | <seeother> |
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467 | <other external_id="userpreferences.password">Change password</other> |
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468 | <other external_id="userpreferences.other">Other information</other> |
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469 | </seeother> |
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470 | </helptext> |
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471 | |
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472 | </sect2> |
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473 | |
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474 | <sect2 id="webclient.configuration.other"> |
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475 | <title>Other information</title> |
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476 | <para> |
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477 | Use the |
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478 | <menuchoice> |
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479 | <guimenu>File</guimenu> |
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480 | <guimenuitem>Other information…</guimenuitem> |
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481 | </menuchoice> |
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482 | menu to bring up the other information dialog. |
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483 | </para> |
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484 | <helptext external_id="userpreferences.other" title="Other information"> |
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485 | <para> |
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486 | This dialog has three tabs, |
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487 | <guilabel>Contact information</guilabel> |
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488 | , |
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489 | <guilabel>Password</guilabel> |
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490 | and |
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491 | <guilabel>Other information</guilabel> |
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492 | (selected) . |
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493 | </para> |
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494 | <para> |
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495 | The look of the |
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496 | <guilabel>Other information</guilabel> |
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497 | tab can differe abit between different servers, depending on what settings |
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498 | the server is installed with. There are three inputs in a fresh BASE2 |
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499 | installation but it is only the |
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500 | <guilabel>Description</guilabel> |
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501 | textarea that is static, the others can be removed or more fields can be |
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502 | added (managed by the server administrator). The three fields, included in a |
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503 | the BASE2 installation, are |
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504 | <variablelist> |
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505 | <varlistentry> |
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506 | <term> |
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507 | <guilabel>Mobile</guilabel> |
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508 | </term> |
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509 | <listitem> |
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510 | <para>Your mobile number(Optional).</para> |
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511 | </listitem> |
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512 | </varlistentry> |
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513 | <varlistentry> |
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514 | <term> |
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515 | <guilabel>Skype</guilabel> |
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516 | </term> |
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517 | <listitem> |
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518 | <para>Your skype contact information(Optional).</para> |
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519 | </listitem> |
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520 | </varlistentry> |
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521 | <varlistentry> |
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522 | <term> |
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523 | <guilabel>Description</guilabel> |
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524 | </term> |
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525 | <listitem> |
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526 | <para> |
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527 | Text area where you can put useful information that couldn't |
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528 | be stored anywhere else(Optional). |
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529 | </para> |
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530 | </listitem> |
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531 | </varlistentry> |
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532 | </variablelist> |
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533 | </para> |
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534 | <para>Press &gbSave; to save the changes or &gbCancel; to abort.</para> |
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535 | <seeother> |
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536 | <other external_id="userpreferences.contact">Contact information</other> |
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537 | <other external_id="userpreferences.password">Change password</other> |
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538 | </seeother> |
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539 | </helptext> |
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540 | </sect2> |
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541 | |
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542 | <sect2 id="webclient.configuration.password"> |
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543 | <title>Changing password</title> |
---|
544 | |
---|
545 | <para> |
---|
546 | Use the <menuchoice><guimenu>File</guimenu> |
---|
547 | <guimenuitem>Change password</guimenuitem></menuchoice> |
---|
548 | menu to bring up the change password dialog. |
---|
549 | </para> |
---|
550 | |
---|
551 | <helptext external_id="userpreferences.password" title="Change password"> |
---|
552 | |
---|
553 | <para> |
---|
554 | This dialog has three tabs, <guilabel>Contact information</guilabel>, |
---|
555 | <guilabel>Password</guilabel> (selected) and <guilabel>Other information</guilabel>. |
---|
556 | </para> |
---|
557 | |
---|
558 | <variablelist> |
---|
559 | <varlistentry> |
---|
560 | <term> |
---|
561 | <guilabel>New password</guilabel> |
---|
562 | </term> |
---|
563 | <listitem> |
---|
564 | <para> |
---|
565 | Enter the new password. |
---|
566 | </para> |
---|
567 | </listitem> |
---|
568 | </varlistentry> |
---|
569 | <varlistentry> |
---|
570 | <term> |
---|
571 | <guilabel>Retype password</guilabel> |
---|
572 | </term> |
---|
573 | <listitem> |
---|
574 | <para> |
---|
575 | Retype the same password. You must do this to |
---|
576 | avoid spelling mistakes. |
---|
577 | </para> |
---|
578 | </listitem> |
---|
579 | </varlistentry> |
---|
580 | </variablelist> |
---|
581 | |
---|
582 | <note> |
---|
583 | <title>Multi-user accounts</title> |
---|
584 | <para> |
---|
585 | If you are using a multi-user account, for example a demo-account, you |
---|
586 | do not have permission to change the password. |
---|
587 | </para> |
---|
588 | </note> |
---|
589 | |
---|
590 | <note> |
---|
591 | <title>Empty passwords</title> |
---|
592 | <para> |
---|
593 | If you leave both fields empty the password will not be changed. It |
---|
594 | is not possible to have an empty password. |
---|
595 | </para> |
---|
596 | </note> |
---|
597 | |
---|
598 | <seeother> |
---|
599 | <other external_id="userpreferences.contact">Contact information</other> |
---|
600 | <other external_id="userpreferences.other">Other information</other> |
---|
601 | </seeother> |
---|
602 | |
---|
603 | </helptext> |
---|
604 | </sect2> |
---|
605 | |
---|
606 | <sect2 id="webclient.configuration.preferences"> |
---|
607 | <title>Preferences</title> |
---|
608 | |
---|
609 | <para> |
---|
610 | Use the <menuchoice><guimenu>File</guimenu> |
---|
611 | <guimenuitem>Preferences</guimenuitem></menuchoice> |
---|
612 | menu to bring up the preferences dialog. |
---|
613 | This dialog has three tabs, <guilabel>Appearance</guilabel>, |
---|
614 | <guilabel>Plugins</guilabel> and <guilabel>Most recent</guilabel>. |
---|
615 | </para> |
---|
616 | |
---|
617 | <sect3 id="webclient.configuration.preferences.appearance"> |
---|
618 | <title>The Appearance tab</title> |
---|
619 | |
---|
620 | <helptext external_id="userpreferences.appearance" title="Preferences - Appearance"> |
---|
621 | |
---|
622 | <para> |
---|
623 | This tab contains settings that affect the appearance of the |
---|
624 | web client. |
---|
625 | </para> |
---|
626 | |
---|
627 | <variablelist> |
---|
628 | <varlistentry> |
---|
629 | <term> |
---|
630 | <guilabel>Font size</guilabel> |
---|
631 | </term> |
---|
632 | <listitem> |
---|
633 | <para> |
---|
634 | Select a basic font size. You can choose between |
---|
635 | five sizes: extra small (XS), small (S), medium (M), |
---|
636 | large (L) and extra large (XL). The default font size is |
---|
637 | medium. |
---|
638 | </para> |
---|
639 | </listitem> |
---|
640 | </varlistentry> |
---|
641 | <varlistentry> |
---|
642 | <term> |
---|
643 | <guilabel>Scale factor</guilabel> |
---|
644 | </term> |
---|
645 | <listitem> |
---|
646 | <para> |
---|
647 | The scale factor affects the size of popup windows. |
---|
648 | This setting exists because different browsers render |
---|
649 | pages differently. If you often find that popup windows |
---|
650 | are too small you can change this setting to make them |
---|
651 | bigger. |
---|
652 | </para> |
---|
653 | <note> |
---|
654 | <para> |
---|
655 | The scale factor is automatically changed if the |
---|
656 | font size is changed. |
---|
657 | </para> |
---|
658 | </note> |
---|
659 | </listitem> |
---|
660 | </varlistentry> |
---|
661 | <varlistentry> |
---|
662 | <term> |
---|
663 | <guilabel>Toolbar</guilabel> |
---|
664 | </term> |
---|
665 | <listitem> |
---|
666 | <para> |
---|
667 | You may choose if the toolbar buttons should |
---|
668 | have only images, only text or both images and text. |
---|
669 | The default is that they have both images and text. |
---|
670 | </para> |
---|
671 | </listitem> |
---|
672 | </varlistentry> |
---|
673 | <varlistentry> |
---|
674 | <term> |
---|
675 | <guilabel>Ratio color range</guilabel> |
---|
676 | </term> |
---|
677 | <listitem> |
---|
678 | <para> |
---|
679 | Select three colors to use when displaying |
---|
680 | data that is suitable for color coding, for |
---|
681 | example the intensity ratio in two-color |
---|
682 | experiments. The default setting is blue-black-yellow. |
---|
683 | The list of presets contains other useful color combinations |
---|
684 | (for example, the BASE 1 red-yellow-green) and the most |
---|
685 | recently used color combinations. |
---|
686 | </para> |
---|
687 | </listitem> |
---|
688 | </varlistentry> |
---|
689 | <varlistentry> |
---|
690 | <term> |
---|
691 | <guilabel>Date format</guilabel> |
---|
692 | </term> |
---|
693 | <listitem> |
---|
694 | <para> |
---|
695 | A format string describing how dates should be displayed. |
---|
696 | We support all formatting options supported by the Java |
---|
697 | language. For more information see: |
---|
698 | <ulink url="http://java.sun.com/javase/6/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentation</ulink> |
---|
699 | The most useful format patterns are: |
---|
700 | </para> |
---|
701 | |
---|
702 | <itemizedlist> |
---|
703 | <listitem><simpara>yy: two-digit year</simpara></listitem> |
---|
704 | <listitem><simpara>yyyy: four-digit year</simpara></listitem> |
---|
705 | <listitem><simpara>MM: two-digit month</simpara></listitem> |
---|
706 | <listitem><simpara>MMM: month name (short)</simpara></listitem> |
---|
707 | <listitem><simpara>MMMM: month name (full)</simpara></listitem> |
---|
708 | <listitem><simpara>dd: two-digit day in month</simpara></listitem> |
---|
709 | </itemizedlist> |
---|
710 | |
---|
711 | <para> |
---|
712 | The list of presets contains the most commonly/recently |
---|
713 | used date formats. |
---|
714 | </para> |
---|
715 | |
---|
716 | </listitem> |
---|
717 | </varlistentry> |
---|
718 | |
---|
719 | <varlistentry> |
---|
720 | <term> |
---|
721 | <guilabel>Date-time format</guilabel> |
---|
722 | </term> |
---|
723 | <listitem> |
---|
724 | <para> |
---|
725 | A format string describing how dates with times should be displayed. |
---|
726 | We support all formatting options supported by the Java |
---|
727 | language. For more information see: |
---|
728 | <ulink url="http://java.sun.com/javase/6/docs/api/java/text/SimpleDateFormat.html">SimpleDateFormat documentations</ulink> |
---|
729 | The most useful time-format patterns are: |
---|
730 | </para> |
---|
731 | |
---|
732 | <itemizedlist> |
---|
733 | <listitem><simpara>HH: two-digit hour (0-23)</simpara></listitem> |
---|
734 | <listitem><simpara>hh: two-digit hour (1-12)</simpara></listitem> |
---|
735 | <listitem><simpara>a: AM/PM marker</simpara></listitem> |
---|
736 | <listitem><simpara>mm: two-digit minute</simpara></listitem> |
---|
737 | <listitem><simpara>ss: two-digit second</simpara></listitem> |
---|
738 | </itemizedlist> |
---|
739 | |
---|
740 | </listitem> |
---|
741 | </varlistentry> |
---|
742 | |
---|
743 | <varlistentry> |
---|
744 | <term> |
---|
745 | <guilabel>Decimals</guilabel> |
---|
746 | </term> |
---|
747 | <listitem> |
---|
748 | <para> |
---|
749 | The number of decimals to display for numeric values. |
---|
750 | The default is 2. |
---|
751 | </para> |
---|
752 | </listitem> |
---|
753 | </varlistentry> |
---|
754 | |
---|
755 | </variablelist> |
---|
756 | |
---|
757 | </helptext> |
---|
758 | |
---|
759 | </sect3> |
---|
760 | |
---|
761 | <sect3 id="webclient.configuration.preferences.plugins"> |
---|
762 | <title>The Plugins tab</title> |
---|
763 | |
---|
764 | <helptext external_id="userpreferences.plugins" title="Preferences - Plugins"> |
---|
765 | |
---|
766 | <para> |
---|
767 | This tab contains settings that affect plug-in execution. |
---|
768 | </para> |
---|
769 | |
---|
770 | <variablelist> |
---|
771 | <varlistentry> |
---|
772 | <term> |
---|
773 | <guilabel>Messages</guilabel> |
---|
774 | </term> |
---|
775 | <listitem> |
---|
776 | <para> |
---|
777 | Mark the checkbox if you want to have a message sent |
---|
778 | to you when a plug-in completes execution. This setting |
---|
779 | can be overridden each time you start a plug-in. |
---|
780 | </para> |
---|
781 | </listitem> |
---|
782 | </varlistentry> |
---|
783 | <varlistentry> |
---|
784 | <term> |
---|
785 | <guilabel>Remove jobs</guilabel> |
---|
786 | </term> |
---|
787 | <listitem> |
---|
788 | <para> |
---|
789 | This checkbox should be marked if you want the jobs, done by |
---|
790 | import or export plug-ins, to be marked as removed if they |
---|
791 | finished successfully. This setting can be overridden each time |
---|
792 | you start a plug-in. |
---|
793 | </para> |
---|
794 | </listitem> |
---|
795 | </varlistentry> |
---|
796 | <varlistentry> |
---|
797 | <term> |
---|
798 | <guilabel>Show warnings</guilabel> |
---|
799 | </term> |
---|
800 | <listitem> |
---|
801 | <para> |
---|
802 | This checkbox should be marked if you want to show warning |
---|
803 | messages from plug-ins in the <guilabel>Select plug-in</guilabel> |
---|
804 | dialog. Warning-level messages usually originates from plug-ins |
---|
805 | that are unrelated to the current task and are only of interest to |
---|
806 | plug-in developers. Error messages that are related to the |
---|
807 | current task are always shown. |
---|
808 | </para> |
---|
809 | </listitem> |
---|
810 | </varlistentry> |
---|
811 | </variablelist> |
---|
812 | </helptext> |
---|
813 | |
---|
814 | </sect3> |
---|
815 | |
---|
816 | <sect3 id="webclient.configuration.preferences.mostrecent"> |
---|
817 | <title>The Recent items tab</title> |
---|
818 | |
---|
819 | <helptext external_id="userpreferences.mostrecent" |
---|
820 | title="Preferences - Recent items"> |
---|
821 | |
---|
822 | <para> |
---|
823 | This tab contains settings that affect the <guilabel>Recent |
---|
824 | items</guilabel> menu. |
---|
825 | </para> |
---|
826 | |
---|
827 | <variablelist> |
---|
828 | <varlistentry> |
---|
829 | <term> |
---|
830 | <guilabel>Recently viewed items</guilabel> |
---|
831 | </term> |
---|
832 | <listitem> |
---|
833 | <para> |
---|
834 | The number of recently <emphasis>viewed</emphasis> items to remember. |
---|
835 | The default is to remember 6 items. The remembered items |
---|
836 | will be displayed in the <guilabel>Recent items</guilabel> |
---|
837 | menu in the menu bar. |
---|
838 | </para> |
---|
839 | </listitem> |
---|
840 | </varlistentry> |
---|
841 | <varlistentry> |
---|
842 | <term> |
---|
843 | <guilabel>Recently used items</guilabel> |
---|
844 | </term> |
---|
845 | <listitem> |
---|
846 | <para> |
---|
847 | The number of recently <emphasis>used</emphasis> items to remember. |
---|
848 | The default is to remember 4 items. The remembered items will |
---|
849 | be displayed in edit dialogs where they have been used before. |
---|
850 | Each type of edit operation has it's own list of remembered items. |
---|
851 | For example, there is one list that remembers the most recently used |
---|
852 | protocols when creating a sample, and there is another list that |
---|
853 | remembers the most recently used scanners when creating a scan. |
---|
854 | </para> |
---|
855 | </listitem> |
---|
856 | </varlistentry> |
---|
857 | |
---|
858 | <varlistentry> |
---|
859 | <term> |
---|
860 | <guilabel>Load the names of all items</guilabel> |
---|
861 | </term> |
---|
862 | <listitem> |
---|
863 | <para> |
---|
864 | If checked, the names of the items will be loaded and |
---|
865 | displayed in the menu, otherwise only the ID and type of item |
---|
866 | is displayed. |
---|
867 | </para> |
---|
868 | </listitem> |
---|
869 | </varlistentry> |
---|
870 | |
---|
871 | <varlistentry> |
---|
872 | <term> |
---|
873 | <guilabel>Sticky items</guilabel> |
---|
874 | </term> |
---|
875 | <listitem> |
---|
876 | <para> |
---|
877 | Always remember the last viewed item of the selected types. |
---|
878 | For example, if you have selected <emphasis>Experiment</emphasis> |
---|
879 | as a sticky item, the last viewed experiment will be remembered |
---|
880 | even if you view hundreds of other items. Use the arrow buttons |
---|
881 | to move item types between the lists and sort the sticky items list. |
---|
882 | Sticky items will be displayed in the <guilabel>Recent items</guilabel> |
---|
883 | menu in the menu bar. |
---|
884 | </para> |
---|
885 | </listitem> |
---|
886 | </varlistentry> |
---|
887 | </variablelist> |
---|
888 | </helptext> |
---|
889 | |
---|
890 | </sect3> |
---|
891 | </sect2> |
---|
892 | |
---|
893 | </sect1> |
---|
894 | |
---|
895 | <sect1 id="webclient.items"> |
---|
896 | <title>Working with items</title> |
---|
897 | |
---|
898 | <para> |
---|
899 | No matter what you are doing in BASE some things works more |
---|
900 | or less in the same way. This section covers things that are |
---|
901 | common for most parts of BASE. |
---|
902 | </para> |
---|
903 | |
---|
904 | <para> |
---|
905 | You mostly work with a single type of item at a time. This is |
---|
906 | reflected in the menu system. For example, use |
---|
907 | <menuchoice> |
---|
908 | <guimenu>View</guimenu> |
---|
909 | <guimenuitem>Samples</guimenuitem> |
---|
910 | </menuchoice> |
---|
911 | to work with samples, and |
---|
912 | <menuchoice> |
---|
913 | <guimenu>View</guimenu> |
---|
914 | <guimenuitem>Experiments</guimenuitem> |
---|
915 | </menuchoice> |
---|
916 | to work with experiments. In most cases the list view for that type |
---|
917 | of item is displayed. The list view, as the name says, |
---|
918 | is used to list all items. There are two more standard views, the |
---|
919 | single-item view and the edit view. |
---|
920 | </para> |
---|
921 | |
---|
922 | <variablelist> |
---|
923 | <varlistentry> |
---|
924 | <term>List view</term> |
---|
925 | <listitem> |
---|
926 | <para> |
---|
927 | This view lists all items of a certain type. The view allows you to search |
---|
928 | and it is possible to configure which information to show |
---|
929 | for each item. It also contains functions that |
---|
930 | can be used on multiple items at the same time, for example, |
---|
931 | delete, share and export. See <xref linkend="webclient.itemlist"/> for more information. |
---|
932 | </para> |
---|
933 | </listitem> |
---|
934 | </varlistentry> |
---|
935 | |
---|
936 | <varlistentry> |
---|
937 | <term>Single-item view</term> |
---|
938 | <listitem> |
---|
939 | <para> |
---|
940 | Displays information about a single item. Sometimes it is very little, |
---|
941 | sometimes it is very much and the information may be divided |
---|
942 | into multiple tabs. |
---|
943 | </para> |
---|
944 | </listitem> |
---|
945 | </varlistentry> |
---|
946 | |
---|
947 | <varlistentry> |
---|
948 | <term>Edit view</term> |
---|
949 | <listitem> |
---|
950 | <para> |
---|
951 | This view is used for editing the information |
---|
952 | about a single item. It is always displayed as a popup window. |
---|
953 | </para> |
---|
954 | </listitem> |
---|
955 | </varlistentry> |
---|
956 | </variablelist> |
---|
957 | |
---|
958 | <sect2 id="webclient.items.new"> |
---|
959 | <title>Create a new item</title> |
---|
960 | |
---|
961 | <para> |
---|
962 | New items are mostly created from the list view. For example, |
---|
963 | to create a new experiment go to the |
---|
964 | <menuchoice><guimenu>View</guimenu> <guimenuitem>Experiments</guimenuitem></menuchoice> |
---|
965 | page. Here you will find a &gbNew; button in the |
---|
966 | toolbar. The button is disabled if you do not have permission to create new experiments. |
---|
967 | Otherwise, click on it and enter any required information in the popup dialog. |
---|
968 | Sometimes there are multiple tabs in this dialog. In the case of experiments |
---|
969 | there are three tabs: <guilabel>Experiment</guilabel>, <guilabel>Publication</guilabel> |
---|
970 | and <guilabel>Experimental factors</guilabel>. |
---|
971 | |
---|
972 | As a general rule, only the first tab has information that is required. |
---|
973 | The information in all other tabs are optional. |
---|
974 | </para> |
---|
975 | |
---|
976 | <para> |
---|
977 | In some places you will also find actions that create items |
---|
978 | directly in the list. For example in the list of samples or on |
---|
979 | the single-item view for a sample you can create an extract using that |
---|
980 | sample as the parent. If you use such links the parent |
---|
981 | item will in most cases be selected automatically, which saves |
---|
982 | you a few clicks when creating new items. |
---|
983 | </para> |
---|
984 | |
---|
985 | <para> |
---|
986 | Click on the &gbSave; button to save the new |
---|
987 | item to the database or on the &gbCancel; button |
---|
988 | to abort. |
---|
989 | </para> |
---|
990 | |
---|
991 | <note> |
---|
992 | <para> |
---|
993 | To speed up data entry when adding multiple new items there |
---|
994 | are a few tricks you can use to make the web client supply |
---|
995 | default values for most properties. To find a default value |
---|
996 | the following checklist is used in this order: |
---|
997 | </para> |
---|
998 | |
---|
999 | <orderedlist> |
---|
1000 | <listitem> |
---|
1001 | <para> |
---|
1002 | If the list have an active filter the filter values are |
---|
1003 | used as default property values for the new item. For example, |
---|
1004 | if you are listing experiments with <guilabel>Genepix</guilabel> |
---|
1005 | raw data type the new experiment will automatically have |
---|
1006 | <guilabel>Genepix</guilabel> selected. This trick should work |
---|
1007 | for all properties except annotations, if it does not |
---|
1008 | report it as a bug to the development team. |
---|
1009 | </para> |
---|
1010 | </listitem> |
---|
1011 | |
---|
1012 | <listitem> |
---|
1013 | <para> |
---|
1014 | When you link to other items the same item will be used the next time. |
---|
1015 | For example, if you create an extract and selects an extraction protocol |
---|
1016 | the same protocol is used the next time you create another extract. |
---|
1017 | In fact, BASE will remember as many items as specified by |
---|
1018 | the |
---|
1019 | <guilabel>Recently used items</guilabel> setting (default is 4), |
---|
1020 | allowing you to quickly select one of those protocols. |
---|
1021 | <xref linkend="webclient.configuration.preferences.appearance"/> |
---|
1022 | contains more information about the setting. |
---|
1023 | </para> |
---|
1024 | </listitem> |
---|
1025 | |
---|
1026 | <listitem> |
---|
1027 | <para> |
---|
1028 | If you have a project active and that project has specified default |
---|
1029 | values those values will be used for new items. A project can specify |
---|
1030 | defaults for protocols, hardware and software and a few other settings. |
---|
1031 | </para> |
---|
1032 | </listitem> |
---|
1033 | |
---|
1034 | </orderedlist> |
---|
1035 | |
---|
1036 | </note> |
---|
1037 | |
---|
1038 | </sect2> |
---|
1039 | |
---|
1040 | <sect2 id="webclient.items.edit"> |
---|
1041 | <title>Edit an existing item</title> |
---|
1042 | |
---|
1043 | <para> |
---|
1044 | On all single-item views there is an &gbEdit; |
---|
1045 | button in the toolbar that opens a popup dialog for editing the properties |
---|
1046 | of the item. This button is disabled if the logged in user does not have |
---|
1047 | write permission for the item. |
---|
1048 | </para> |
---|
1049 | |
---|
1050 | <para> |
---|
1051 | You can also open the edit popup in most other places where |
---|
1052 | the item appears, for example, in lists or the single-item view |
---|
1053 | of a related item. Press and hold one of the <keycap>CTRL</keycap>, |
---|
1054 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking |
---|
1055 | on the link and the edit window will open in a popup. |
---|
1056 | If you do not have write permission |
---|
1057 | on the item there is no meaning to open the edit popup and you will |
---|
1058 | be taken to the single-item view page instead. |
---|
1059 | </para> |
---|
1060 | |
---|
1061 | <para> |
---|
1062 | Click on the &gbSave; button to save the changes |
---|
1063 | to the database or on the &gbCancel; button |
---|
1064 | to abort. |
---|
1065 | </para> |
---|
1066 | |
---|
1067 | </sect2> |
---|
1068 | |
---|
1069 | <sect2 id="webclient.items.delete"> |
---|
1070 | <title>Delete items</title> |
---|
1071 | |
---|
1072 | <para> |
---|
1073 | You can delete items either from the list view or from |
---|
1074 | a single-item view. In both cases, deleted items are only moved to |
---|
1075 | the trashcan. No information is removed from the database. This allows |
---|
1076 | you to restore items if you later find out that you need them again. |
---|
1077 | In fact, there is nothing special about a removed item. It can still be |
---|
1078 | used for the same things as any non-removed item can. |
---|
1079 | </para> |
---|
1080 | |
---|
1081 | <important> |
---|
1082 | <para> |
---|
1083 | To really delete items from the database you have two options: |
---|
1084 | <orderedlist> |
---|
1085 | <listitem> |
---|
1086 | <para> |
---|
1087 | Go to the trashcan |
---|
1088 | <menuchoice><guimenu>View</guimenu><guimenuitem>Trashcan</guimenuitem></menuchoice> |
---|
1089 | and delete it from there. From the trashcan you can delete several items |
---|
1090 | in one go. See <xref linkend="webclient.trashcan"/>. |
---|
1091 | </para> |
---|
1092 | </listitem> |
---|
1093 | <listitem> |
---|
1094 | <para> |
---|
1095 | Click on the small trashcan icon in the list or single-item view. |
---|
1096 | You can only delete one item at a time. |
---|
1097 | </para> |
---|
1098 | </listitem> |
---|
1099 | </orderedlist> |
---|
1100 | </para> |
---|
1101 | </important> |
---|
1102 | |
---|
1103 | <para> |
---|
1104 | To delete items from the list view you must first mark |
---|
1105 | the checkbox for each item you want to delete. Then, click on |
---|
1106 | the &gbDelete; button. The list should refresh itself |
---|
1107 | automatically. If you want to confirm that the items have been removed |
---|
1108 | use the <guilabel>view / presets</guilabel> dropdown and select |
---|
1109 | the <guilabel>Removed</guilabel> option. The removed items should now |
---|
1110 | be displayed in the list with a small trashcan icon to indicate that |
---|
1111 | they are located in the trashcan. |
---|
1112 | </para> |
---|
1113 | |
---|
1114 | <para> |
---|
1115 | To delete items from the single-item view, click on the |
---|
1116 | &gbDelete; button in the toolbar. The page will refresh |
---|
1117 | itself automatically and a small trashcan icon should be displayed. |
---|
1118 | If you do not have permission to delete the item the delete button |
---|
1119 | is disabled. |
---|
1120 | </para> |
---|
1121 | |
---|
1122 | </sect2> |
---|
1123 | |
---|
1124 | <sect2 id="webclient.items.restore"> |
---|
1125 | <title>Restore deleted items</title> |
---|
1126 | |
---|
1127 | <para> |
---|
1128 | You can restore deleted items either from the trashcan, from |
---|
1129 | the list view, or from the single-item view. This section |
---|
1130 | only covers the last two cases. The trashcan is described in |
---|
1131 | another section (<xref linkend="webclient.trashcan"/>). |
---|
1132 | </para> |
---|
1133 | |
---|
1134 | <para> |
---|
1135 | To delete items from the list view you must first make the deleted |
---|
1136 | items appear in the list. This is easy, just use the <guilabel>view / presets</guilabel> |
---|
1137 | dropdown and select the <guilabel>Removed</guilabel> option. The list should |
---|
1138 | refresh itself automatically. The removed items are |
---|
1139 | displayed in the list with a small trashcan icon to indicate that |
---|
1140 | they are located in the trashcan. Then, mark the checkbox for each item that you want |
---|
1141 | to restore and click the &gbRestore; button. The list should |
---|
1142 | refresh itself automatically and the trashcan icon should be gone from the |
---|
1143 | restored items. |
---|
1144 | </para> |
---|
1145 | |
---|
1146 | <para> |
---|
1147 | To restore items from the single-item view, click on the |
---|
1148 | &gbRestore; button in the toolbar. The page will refresh |
---|
1149 | itself automatically and the small trashcan icon should be gone. |
---|
1150 | If you do not have permission to restore the item the restore button |
---|
1151 | is disabled. |
---|
1152 | </para> |
---|
1153 | |
---|
1154 | </sect2> |
---|
1155 | |
---|
1156 | <sect2 id="webclient.items.share"> |
---|
1157 | <title>Share items to other users</title> |
---|
1158 | <para> |
---|
1159 | Sharing data with other users is an important feature |
---|
1160 | of BASE, which allows you cooperate in teams. If you |
---|
1161 | follow the instructions in <xref linkend="project_permission" /> |
---|
1162 | you will find that you almost never have to share items manually |
---|
1163 | to other users. This is because whenever you work with an active |
---|
1164 | project each new item you create will automatically be shared |
---|
1165 | to that project. In most cases, this is all you need. |
---|
1166 | </para> |
---|
1167 | |
---|
1168 | <para> |
---|
1169 | If you still need to manually share your data with other users, |
---|
1170 | here is how to do it. |
---|
1171 | </para> |
---|
1172 | |
---|
1173 | <para> |
---|
1174 | From a list view, mark the checkbox for each item you want to share. |
---|
1175 | Then, click on the &gbShare; button. |
---|
1176 | If you are on a single-item page, click on the &gbShare; |
---|
1177 | button on that page. In both cases, this will open the |
---|
1178 | <guilabel>Set access permissions</guilabel> |
---|
1179 | dialog window. |
---|
1180 | </para> |
---|
1181 | |
---|
1182 | <figure id="webclient.items.share.set_permissions"> |
---|
1183 | <title>Sharing items to other users</title> |
---|
1184 | <screenshot> |
---|
1185 | <mediaobject> |
---|
1186 | <imageobject> |
---|
1187 | <imagedata fileref="figures/set_permissions.png" format="PNG" /> |
---|
1188 | </imageobject> |
---|
1189 | </mediaobject> |
---|
1190 | </screenshot> |
---|
1191 | </figure> |
---|
1192 | |
---|
1193 | <helptext external_id="share.setpermissions" title="Set access permissions"> |
---|
1194 | <variablelist> |
---|
1195 | <varlistentry> |
---|
1196 | <term><guilabel>Members</guilabel></term> |
---|
1197 | <listitem> |
---|
1198 | <para> |
---|
1199 | The list displays the users, groups and projects |
---|
1200 | that already has access to the items you selected. |
---|
1201 | The list shows the name and the permission level. |
---|
1202 | The permission level uses a one-letter code as follows: |
---|
1203 | </para> |
---|
1204 | |
---|
1205 | <itemizedlist> |
---|
1206 | <listitem><simpara><guilabel>R</guilabel> = Read</simpara></listitem> |
---|
1207 | <listitem><simpara><guilabel>U</guilabel> = Use</simpara></listitem> |
---|
1208 | <listitem><simpara><guilabel>W</guilabel> = Write</simpara></listitem> |
---|
1209 | <listitem><simpara><guilabel>D</guilabel> = Delete</simpara></listitem> |
---|
1210 | <listitem><simpara><guilabel>O</guilabel> = Take ownership</simpara></listitem> |
---|
1211 | <listitem><simpara><guilabel>P</guilabel> = Set permission</simpara></listitem> |
---|
1212 | </itemizedlist> |
---|
1213 | |
---|
1214 | <para> |
---|
1215 | Instead of a permission code, the word <guilabel>varying</guilabel> |
---|
1216 | may be displayed. This happens if the items you selected have been |
---|
1217 | shared with different permission. |
---|
1218 | </para> |
---|
1219 | |
---|
1220 | </listitem> |
---|
1221 | </varlistentry> |
---|
1222 | |
---|
1223 | <varlistentry> |
---|
1224 | <term><guilabel>Permissions</guilabel></term> |
---|
1225 | <listitem> |
---|
1226 | <para> |
---|
1227 | When you select a user, group or project in the |
---|
1228 | list, the checkboxes will display the current permission. |
---|
1229 | The exception is if the permissions are varying, in which |
---|
1230 | case no checkboxes are checked. |
---|
1231 | To change the permissions just check the permissions you want to |
---|
1232 | grant or uncheck the permissions you want to revoke. |
---|
1233 | You can select more than one user, group or project |
---|
1234 | and change the permissions for all of them at once. |
---|
1235 | </para> |
---|
1236 | </listitem> |
---|
1237 | </varlistentry> |
---|
1238 | |
---|
1239 | <varlistentry> |
---|
1240 | <term><guibutton>Add users</guibutton></term> |
---|
1241 | <listitem> |
---|
1242 | <para> |
---|
1243 | Opens a popup window that allows you to select |
---|
1244 | users to share the items to. In the popup window, mark |
---|
1245 | one or more users and click on the &gbOk; |
---|
1246 | button. The popup window will only list users that you have |
---|
1247 | permission to read. Unless you are an administrator, this |
---|
1248 | usually means that you can only see users that: |
---|
1249 | </para> |
---|
1250 | <itemizedlist> |
---|
1251 | <listitem> |
---|
1252 | <para> |
---|
1253 | you share group memberships with |
---|
1254 | (the <emphasis>Everyone</emphasis> group doesn't count) |
---|
1255 | </para> |
---|
1256 | </listitem> |
---|
1257 | <listitem> |
---|
1258 | <para> |
---|
1259 | are members of the currently active project, if any. |
---|
1260 | </para> |
---|
1261 | </listitem> |
---|
1262 | </itemizedlist> |
---|
1263 | <para> |
---|
1264 | Users that already have access to the item are not included in the |
---|
1265 | list. If you don't see a user that you want to share an item to, |
---|
1266 | you'll need to talk to an administrator for setting up the proper |
---|
1267 | group membership. |
---|
1268 | </para> |
---|
1269 | </listitem> |
---|
1270 | </varlistentry> |
---|
1271 | |
---|
1272 | <varlistentry> |
---|
1273 | <term><guibutton>Add groups</guibutton></term> |
---|
1274 | <listitem> |
---|
1275 | <para> |
---|
1276 | Opens a popup window that allows you to select |
---|
1277 | groups to share the items to. In the popup window, mark |
---|
1278 | one or more groups and click on the &gbOk; |
---|
1279 | button. Unless you are an administrator, the popup window |
---|
1280 | will only list groups where you are a member. It will not list |
---|
1281 | groups that already have access to the items. |
---|
1282 | </para> |
---|
1283 | </listitem> |
---|
1284 | </varlistentry> |
---|
1285 | |
---|
1286 | <varlistentry> |
---|
1287 | <term><guibutton>Add projects</guibutton></term> |
---|
1288 | <listitem> |
---|
1289 | <para> |
---|
1290 | Opens a popup window that allows you to select |
---|
1291 | projects to share the items to. In the popup window, mark |
---|
1292 | one or more projects and click on the &gbOk; |
---|
1293 | button. Unless you are an administrator, the popup window |
---|
1294 | will only list projects where you are a member. It will not list |
---|
1295 | projects that already have access to the items. |
---|
1296 | </para> |
---|
1297 | </listitem> |
---|
1298 | </varlistentry> |
---|
1299 | |
---|
1300 | <varlistentry> |
---|
1301 | <term>&gbRemove;</term> |
---|
1302 | <listitem> |
---|
1303 | <para> |
---|
1304 | Click on this button to revoke access permissions from |
---|
1305 | the selected users, groups and projects. |
---|
1306 | </para> |
---|
1307 | </listitem> |
---|
1308 | </varlistentry> |
---|
1309 | |
---|
1310 | <varlistentry> |
---|
1311 | <term><guilabel>Apply permissions to all subdirectories and their files</guilabel></term> |
---|
1312 | <listitem> |
---|
1313 | <para> |
---|
1314 | This option shows up if at least one of the selected items |
---|
1315 | is a directory. If this option is selected the permissions given |
---|
1316 | to the directory will recursively be copied to all files and |
---|
1317 | subdirectories. Existing permissions on those items will be |
---|
1318 | overwritten with the new permissions. |
---|
1319 | </para> |
---|
1320 | </listitem> |
---|
1321 | </varlistentry> |
---|
1322 | </variablelist> |
---|
1323 | |
---|
1324 | <para> |
---|
1325 | Use the &gbSave; button to save your |
---|
1326 | changes or the &gbCancel; button to |
---|
1327 | close the popup without saving. |
---|
1328 | </para> |
---|
1329 | </helptext> |
---|
1330 | |
---|
1331 | </sect2> |
---|
1332 | |
---|
1333 | <sect2 id="webclient.items.takeownership"> |
---|
1334 | <title>Take ownership of items</title> |
---|
1335 | <para> |
---|
1336 | Sometime it may be necessary to change the owner of an item. |
---|
1337 | As an user you cannot give the ownership of your items to another |
---|
1338 | user. It is instead the other user that must take the ownership |
---|
1339 | of your items. For this to work, you must first give the other user |
---|
1340 | permission to do so. That it, you must share your items with |
---|
1341 | <guilabel>Take ownership</guilabel> permission to other user. |
---|
1342 | See <xref linkend="webclient.items.share" />. |
---|
1343 | </para> |
---|
1344 | |
---|
1345 | <para> |
---|
1346 | When the items have been shared, the other user has to go to the |
---|
1347 | list view (or the single-item view), mark the checkboxes for |
---|
1348 | the items, and click in the <guibutton>Take ownership</guibutton> |
---|
1349 | button. A warning message about not being able to undo the action |
---|
1350 | is displayed. Click on &gbOk; to continue or |
---|
1351 | &gbCancel; to abort. |
---|
1352 | </para> |
---|
1353 | |
---|
1354 | <note> |
---|
1355 | <para> |
---|
1356 | The original owner may not have access permissions to the items |
---|
1357 | any longer. If that is desired, the new owner must share the items |
---|
1358 | to the original owner. |
---|
1359 | </para> |
---|
1360 | </note> |
---|
1361 | |
---|
1362 | </sect2> |
---|
1363 | |
---|
1364 | <sect2 id="webclient.items.export"> |
---|
1365 | <title>Export items</title> |
---|
1366 | <para> |
---|
1367 | This has a chapter of it's own. See <xref linkend="export_data"/>. |
---|
1368 | </para> |
---|
1369 | </sect2> |
---|
1370 | |
---|
1371 | </sect1> |
---|
1372 | |
---|
1373 | <sect1 id="webclient.itemlist"> |
---|
1374 | <title>Listing items</title> |
---|
1375 | |
---|
1376 | <para> |
---|
1377 | All pages that lists items are very similar in their appearance and |
---|
1378 | functionality. In this section we will describe the things that are |
---|
1379 | common for most (if not all) list pages. |
---|
1380 | </para> |
---|
1381 | |
---|
1382 | <para> |
---|
1383 | Use the menu to open a page listing items. Most list pages can only list one type of |
---|
1384 | items. For example: use the |
---|
1385 | <menuchoice> |
---|
1386 | <guimenu>View</guimenu> |
---|
1387 | <guimenuitem>Samples</guimenuitem> |
---|
1388 | </menuchoice> |
---|
1389 | menu to list samples and the |
---|
1390 | <menuchoice> |
---|
1391 | <guimenu>View</guimenu> |
---|
1392 | <guimenuitem>Experiments</guimenuitem> |
---|
1393 | </menuchoice> |
---|
1394 | menu to list experiments. |
---|
1395 | </para> |
---|
1396 | |
---|
1397 | <tip> |
---|
1398 | An example of a list page that can list |
---|
1399 | items of several types is found by going to |
---|
1400 | <menuchoice> |
---|
1401 | <guimenu>View</guimenu> |
---|
1402 | <guimenuitem>All items</guimenuitem> |
---|
1403 | </menuchoice>. |
---|
1404 | This page lists all items that you are the owner of. It has a few limitations: |
---|
1405 | |
---|
1406 | <itemizedlist> |
---|
1407 | <listitem> |
---|
1408 | <para> |
---|
1409 | It support only a limited set of columns (type, name and description) |
---|
1410 | since these are the only properties that are common |
---|
1411 | among all items. |
---|
1412 | </para> |
---|
1413 | </listitem> |
---|
1414 | |
---|
1415 | <listitem> |
---|
1416 | <para> |
---|
1417 | The list cannot be filtered (except by item type) |
---|
1418 | or sorted. This is due to a limitation in the query system |
---|
1419 | used to generate the list. |
---|
1420 | </para> |
---|
1421 | </listitem> |
---|
1422 | </itemizedlist> |
---|
1423 | |
---|
1424 | <para> |
---|
1425 | There are also several similarities: |
---|
1426 | </para> |
---|
1427 | |
---|
1428 | <itemizedlist> |
---|
1429 | <listitem> |
---|
1430 | <para> |
---|
1431 | It supports all of the regular multi-item |
---|
1432 | operations such as delete, restore, share |
---|
1433 | and take ownership. |
---|
1434 | </para> |
---|
1435 | </listitem> |
---|
1436 | |
---|
1437 | <listitem> |
---|
1438 | <para> |
---|
1439 | Clicking on the name of the item will take you to the |
---|
1440 | single-item view of that item. Holding down <keycap>CTRL</keycap>, |
---|
1441 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> while clicking, |
---|
1442 | will open the edit popup. |
---|
1443 | </para> |
---|
1444 | </listitem> |
---|
1445 | </itemizedlist> |
---|
1446 | |
---|
1447 | </tip> |
---|
1448 | |
---|
1449 | <figure id="webclient.figures.listpage"> |
---|
1450 | <title>A typical list page</title> |
---|
1451 | <screenshot> |
---|
1452 | <mediaobject> |
---|
1453 | <imageobject><imagedata fileref="figures/listpage.png" format="PNG" |
---|
1454 | scalefit="1" width="100%" /></imageobject> |
---|
1455 | </mediaobject> |
---|
1456 | </screenshot> |
---|
1457 | </figure> |
---|
1458 | |
---|
1459 | <para> |
---|
1460 | The typical list page contains the following important |
---|
1461 | elements: |
---|
1462 | </para> |
---|
1463 | |
---|
1464 | <variablelist> |
---|
1465 | <varlistentry> |
---|
1466 | <term><interface>1. Toolbar</interface></term> |
---|
1467 | <listitem> |
---|
1468 | <para> |
---|
1469 | A toolbar with buttons for various actions such as |
---|
1470 | &gbNew; for creating a new item, |
---|
1471 | &gbDelete; for deleting items and |
---|
1472 | <guibutton>Columns…</guibutton> for configuring columns. |
---|
1473 | Depending on the permissions of the logged in user |
---|
1474 | some buttons may be disabled (greyed out) or not shown at all. |
---|
1475 | </para> |
---|
1476 | </listitem> |
---|
1477 | </varlistentry> |
---|
1478 | |
---|
1479 | <varlistentry> |
---|
1480 | <term><interface>2. Navigation bar</interface></term> |
---|
1481 | <listitem> |
---|
1482 | <para> |
---|
1483 | If there are many items the list will be divided into |
---|
1484 | pages, each one showing a limited number of items. |
---|
1485 | The navigation bar allows you to |
---|
1486 | move to other pages and specify how many items each page |
---|
1487 | should display. The navigation bar is repeated at the |
---|
1488 | bottom of the list so you do not have to scroll back to the |
---|
1489 | top of a long list just to get to another page. |
---|
1490 | </para> |
---|
1491 | </listitem> |
---|
1492 | </varlistentry> |
---|
1493 | |
---|
1494 | <varlistentry> |
---|
1495 | <term><interface>3. List of presets</interface></term> |
---|
1496 | <listitem> |
---|
1497 | <para> |
---|
1498 | A list with preconfigured settings which allows you to |
---|
1499 | quickly switch between different layouts (sort order, visible |
---|
1500 | columns, filter settings, etc). |
---|
1501 | </para> |
---|
1502 | </listitem> |
---|
1503 | </varlistentry> |
---|
1504 | |
---|
1505 | <varlistentry> |
---|
1506 | <term><interface>4. Column headers</interface></term> |
---|
1507 | <listitem> |
---|
1508 | <para> |
---|
1509 | The columns headers can be used for selecting sort order. |
---|
1510 | </para> |
---|
1511 | </listitem> |
---|
1512 | </varlistentry> |
---|
1513 | |
---|
1514 | <varlistentry> |
---|
1515 | <term><interface>5. Filter bar</interface></term> |
---|
1516 | <listitem> |
---|
1517 | <para> |
---|
1518 | The filter bar allows you to search for items. |
---|
1519 | </para> |
---|
1520 | </listitem> |
---|
1521 | </varlistentry> |
---|
1522 | |
---|
1523 | </variablelist> |
---|
1524 | |
---|
1525 | |
---|
1526 | <sect2 id="webclient.itemlist.order"> |
---|
1527 | <title>Ordering the list</title> |
---|
1528 | |
---|
1529 | <para> |
---|
1530 | Most lists are by default sorted by the name of the item. This can |
---|
1531 | be changed by clicking on the column header of another column. |
---|
1532 | If you click on the same column twice the sort order is reversed. |
---|
1533 | A downwards or upwards pointing arrow is displayed next to the |
---|
1534 | column header in the column that is currently used for sorting. |
---|
1535 | Column headers that are black cannot be used for sorting. |
---|
1536 | </para> |
---|
1537 | |
---|
1538 | <para> |
---|
1539 | It is possible to use more than one column for sorting. Press |
---|
1540 | and hold one of the <keycap>CTRL</keycap>, |
---|
1541 | <keycap>ALT</keycap> or <keycap>SHIFT</keycap> keys while clicking |
---|
1542 | on another column header. The original sorting is kept and the new |
---|
1543 | column is used for sub-sorting the list. The procedure can be |
---|
1544 | repeated with more columns if you need to sort on three or more |
---|
1545 | columns. To revert to sort by only one column again click a |
---|
1546 | column header without holding down any key. |
---|
1547 | </para> |
---|
1548 | </sect2> |
---|
1549 | |
---|
1550 | <sect2 id="webclient.itemlist.filter"> |
---|
1551 | <title>Filtering the list</title> |
---|
1552 | |
---|
1553 | <para> |
---|
1554 | If the list contains many items you may need to use a filter to be |
---|
1555 | able to find the item you are looking for. The input boxes on the |
---|
1556 | line below the column headers are used for filtering. Most columns |
---|
1557 | are filtered using a free-text input box, but some columns that can |
---|
1558 | only take a few distinct values use a selection list or radio buttons |
---|
1559 | instead. The selection list and radio buttons are very simple to use. |
---|
1560 | Just select the alternative that you want to filter on. The list |
---|
1561 | will be automatically updated when the selection has been made. |
---|
1562 | </para> |
---|
1563 | |
---|
1564 | <para> |
---|
1565 | The free-text filter is a bit more complex. By default, an exact match is |
---|
1566 | required, use % as a wildcard that matches any character. |
---|
1567 | For example, the filter <informalexample>Experiment A</informalexample> |
---|
1568 | only matches the same exact string, but the filter |
---|
1569 | <informalexample>Exp%</informalexample> matches |
---|
1570 | <informalexample>Experiment A, Experiment B, etc.</informalexample> |
---|
1571 | </para> |
---|
1572 | <para> |
---|
1573 | If you want to filter on several values at the same time, separate the |
---|
1574 | values in the filter input box with the <quote>|</quote> character. |
---|
1575 | For example, a filter text like <informalexample>Experiment A|C%</informalexample> |
---|
1576 | matches both <quote>Experiment A</quote> and values |
---|
1577 | that begin with <quote>C</quote>. |
---|
1578 | </para> |
---|
1579 | <para> |
---|
1580 | You can also use operators to find items which has a value that |
---|
1581 | is greater than, less than or not equal to a specific value. This is |
---|
1582 | mostly useful on numeric or date columns but also works on text |
---|
1583 | columns. The operator must be entered first in the |
---|
1584 | free-text box, for example |
---|
1585 | <informalexample><=10</informalexample> |
---|
1586 | to find items which has a value less than or equal to 10. |
---|
1587 | Here is a list of the supported operators: |
---|
1588 | </para> |
---|
1589 | |
---|
1590 | <variablelist id="webclient.itemlist.filter.operators"> |
---|
1591 | <title>List of operators supported by the free-text filter</title> |
---|
1592 | <varlistentry> |
---|
1593 | <term><keycap><</keycap></term> |
---|
1594 | <listitem><simpara>Less than</simpara></listitem> |
---|
1595 | </varlistentry> |
---|
1596 | <varlistentry> |
---|
1597 | <term><keycap><=</keycap></term> |
---|
1598 | <listitem><simpara>Less than or equal to</simpara></listitem> |
---|
1599 | </varlistentry> |
---|
1600 | <varlistentry> |
---|
1601 | <term><keycap>></keycap></term> |
---|
1602 | <listitem><simpara>Greater than</simpara></listitem> |
---|
1603 | </varlistentry> |
---|
1604 | <varlistentry> |
---|
1605 | <term><keycap>>=</keycap></term> |
---|
1606 | <listitem><simpara>Greater than or equal to</simpara></listitem> |
---|
1607 | </varlistentry> |
---|
1608 | <varlistentry> |
---|
1609 | <term><keycap>=</keycap></term> |
---|
1610 | <listitem> |
---|
1611 | <simpara> |
---|
1612 | Equal to (useful to find items with a null value). Supports |
---|
1613 | filtering on more then one value. |
---|
1614 | </simpara> |
---|
1615 | </listitem> |
---|
1616 | </varlistentry> |
---|
1617 | <varlistentry> |
---|
1618 | <term><keycap><></keycap></term> |
---|
1619 | <term><keycap>!=</keycap></term> |
---|
1620 | <listitem> |
---|
1621 | <simpara> |
---|
1622 | Not equal to (useful to find items with a non-null value). Supports |
---|
1623 | filtering on more then one value. |
---|
1624 | </simpara> |
---|
1625 | </listitem> |
---|
1626 | </varlistentry> |
---|
1627 | <varlistentry> |
---|
1628 | <term><keycap>==</keycap></term> |
---|
1629 | <listitem> |
---|
1630 | <simpara> |
---|
1631 | Same as <keycap>=</keycap> but this will ignore <quote>|</quote> as a value separator. |
---|
1632 | </simpara> |
---|
1633 | </listitem> |
---|
1634 | </varlistentry> |
---|
1635 | </variablelist> |
---|
1636 | </sect2> |
---|
1637 | |
---|
1638 | <sect2 id="webclient.itemlist.columns"> |
---|
1639 | <title>Configuring which columns to show</title> |
---|
1640 | |
---|
1641 | <para> |
---|
1642 | Most lists show only a small subset of the columns it |
---|
1643 | is capable of showing. Use the |
---|
1644 | <guibutton>Columns…</guibutton> button to open |
---|
1645 | a dialog that allows you to select which columns to show |
---|
1646 | and the order in which they are shown. |
---|
1647 | </para> |
---|
1648 | |
---|
1649 | <figure id="webclient.figures.configure_columns"> |
---|
1650 | <title>Configuring which columns to show</title> |
---|
1651 | <screenshot> |
---|
1652 | <mediaobject> |
---|
1653 | <imageobject> |
---|
1654 | <imagedata fileref="figures/configure_columns.png" format="PNG"/> |
---|
1655 | </imageobject> |
---|
1656 | </mediaobject> |
---|
1657 | </screenshot> |
---|
1658 | </figure> |
---|
1659 | |
---|
1660 | <helptext external_id="columns.configure" |
---|
1661 | title="Set column order and visiblity"> |
---|
1662 | |
---|
1663 | <variablelist> |
---|
1664 | <varlistentry> |
---|
1665 | <term><guilabel>Visible columns</guilabel></term> |
---|
1666 | <listitem> |
---|
1667 | <para> |
---|
1668 | Shows the columns that are currently visible. |
---|
1669 | Use the up/down arrow buttons to arrange the order of the |
---|
1670 | visible columns. The topmost column is shown to the left. |
---|
1671 | Use the right arrow button to move columns from this list |
---|
1672 | to the hidden columns list. Columns marked with an <guilabel>×</guilabel> |
---|
1673 | are required |
---|
1674 | and cannot be hidden. In most lists the <guilabel>Name</guilabel> column |
---|
1675 | is the only column that is required. |
---|
1676 | </para> |
---|
1677 | </listitem> |
---|
1678 | </varlistentry> |
---|
1679 | |
---|
1680 | <varlistentry> |
---|
1681 | <term><guilabel>Hidden columns</guilabel></term> |
---|
1682 | <listitem> |
---|
1683 | <para> |
---|
1684 | Shows columns that are not currently visible in the |
---|
1685 | list. Use the left arrow button to move columns from |
---|
1686 | this list to the visible columns list. |
---|
1687 | </para> |
---|
1688 | </listitem> |
---|
1689 | </varlistentry> |
---|
1690 | |
---|
1691 | |
---|
1692 | <varlistentry> |
---|
1693 | <term><guilabel>Presets</guilabel></term> |
---|
1694 | <listitem> |
---|
1695 | <para> |
---|
1696 | A dropdown list that allows you to |
---|
1697 | select a set of preconfigured columns. You may also create |
---|
1698 | your own preset if you often need to switch between different |
---|
1699 | configurations. The list of presets is the same as the one |
---|
1700 | described <link linkend="webclient.itemlist.presets">below</link>, |
---|
1701 | but if used from this dialog the presets does not affect filters, |
---|
1702 | sort order, etc. |
---|
1703 | </para> |
---|
1704 | </listitem> |
---|
1705 | </varlistentry> |
---|
1706 | </variablelist> |
---|
1707 | |
---|
1708 | <para> |
---|
1709 | Use the &gbSave; button to apply your |
---|
1710 | changes or the &gbCancel; button to |
---|
1711 | close the popup without saving. |
---|
1712 | </para> |
---|
1713 | |
---|
1714 | </helptext> |
---|
1715 | |
---|
1716 | </sect2> |
---|
1717 | |
---|
1718 | <sect2 id="webclient.itemlist.presets"> |
---|
1719 | <title>Presets</title> |
---|
1720 | |
---|
1721 | <para> |
---|
1722 | The <guilabel>view / presets</guilabel> dropdown has three |
---|
1723 | main functions: |
---|
1724 | </para> |
---|
1725 | |
---|
1726 | <figure id="webclient.figures.viewpresets"> |
---|
1727 | <title>The view / presets dropdown</title> |
---|
1728 | <screenshot> |
---|
1729 | <mediaobject> |
---|
1730 | <imageobject><imagedata fileref="figures/view_presets.png" format="PNG" |
---|
1731 | /></imageobject> |
---|
1732 | </mediaobject> |
---|
1733 | </screenshot> |
---|
1734 | </figure> |
---|
1735 | <orderedlist> |
---|
1736 | <listitem> |
---|
1737 | <para> |
---|
1738 | Switch between different configuration presets. |
---|
1739 | The top of the dropdown contains user-defined presets (<guilabel>Saved preset #1</guilabel> and |
---|
1740 | <guilabel>#2</guilabel>) and a few preconfigured presets. |
---|
1741 | The user-defined presets are used to store a complete table configuration, |
---|
1742 | including: |
---|
1743 | </para> |
---|
1744 | |
---|
1745 | <itemizedlist> |
---|
1746 | <listitem><simpara>Which columns are visible and their order</simpara></listitem> |
---|
1747 | <listitem><simpara>The column (or columns) used for sorting</simpara></listitem> |
---|
1748 | <listitem><simpara>Filter settings</simpara></listitem> |
---|
1749 | <listitem><simpara>The number of items per page and the current page</simpara></listitem> |
---|
1750 | </itemizedlist> |
---|
1751 | |
---|
1752 | <para> |
---|
1753 | The preconfigured presets only affects |
---|
1754 | the visible columns as follows: |
---|
1755 | </para> |
---|
1756 | |
---|
1757 | <itemizedlist> |
---|
1758 | <listitem> |
---|
1759 | <para><guilabel>All columns</guilabel> - Show all columns.</para> |
---|
1760 | </listitem> |
---|
1761 | <listitem> |
---|
1762 | <para><guilabel>Required columns</guilabel> - Show only the required columns. |
---|
1763 | Usually only the <guilabel>Name</guilabel> column is required.</para> |
---|
1764 | </listitem> |
---|
1765 | <listitem> |
---|
1766 | <para><guilabel>Default columns</guilabel> - Show the default set of columns.</para> |
---|
1767 | </listitem> |
---|
1768 | <listitem> |
---|
1769 | <para><guilabel>Other…</guilabel> - |
---|
1770 | Open the configure columns dialog box, described in |
---|
1771 | <xref linkend="webclient.itemlist.columns"/>.</para> |
---|
1772 | </listitem> |
---|
1773 | </itemizedlist> |
---|
1774 | |
---|
1775 | </listitem> |
---|
1776 | |
---|
1777 | <listitem> |
---|
1778 | <para> |
---|
1779 | Filter items by the removed status and the access |
---|
1780 | permissions to an item. |
---|
1781 | </para> |
---|
1782 | |
---|
1783 | <itemizedlist> |
---|
1784 | <listitem> |
---|
1785 | <para><guilabel>Removed</guilabel> - If checked, items that have been |
---|
1786 | moved to the trashcan are shown, otherwise they are hidden.</para> |
---|
1787 | </listitem> |
---|
1788 | <listitem> |
---|
1789 | <para><guilabel>Owned by me</guilabel> - If checked, items that the logged in user |
---|
1790 | owns are displayed, otherwise they are hidden.</para> |
---|
1791 | </listitem> |
---|
1792 | <listitem> |
---|
1793 | <para><guilabel>Shared to me</guilabel> - If checked, items that are owned |
---|
1794 | by other users but shared to the logged in user are displayed, otherwise |
---|
1795 | they are hidden.</para> |
---|
1796 | </listitem> |
---|
1797 | <listitem> |
---|
1798 | <para><guilabel>In current project</guilabel> - |
---|
1799 | If checked, items that are linked with the current project are displayed, |
---|
1800 | otherwise they are hidden. It does not matter if the logged in user is the |
---|
1801 | owner or not. This option is only available if a project is active. |
---|
1802 | </para> |
---|
1803 | </listitem> |
---|
1804 | <listitem> |
---|
1805 | <para><guilabel>Owned by others</guilabel> - |
---|
1806 | This option is only available to administrators and will display |
---|
1807 | items that are owned by other users. |
---|
1808 | </para> |
---|
1809 | </listitem> |
---|
1810 | </itemizedlist> |
---|
1811 | |
---|
1812 | <para> |
---|
1813 | The default is to display item that the current user |
---|
1814 | owns and, if a project is active, items in that project. |
---|
1815 | </para> |
---|
1816 | |
---|
1817 | </listitem> |
---|
1818 | |
---|
1819 | <listitem> |
---|
1820 | <para> |
---|
1821 | Administrate the presets |
---|
1822 | </para> |
---|
1823 | <itemizedlist> |
---|
1824 | <listitem> |
---|
1825 | <para><guilabel>Clear filter</guilabel> - Clears |
---|
1826 | all filters.</para> |
---|
1827 | </listitem> |
---|
1828 | |
---|
1829 | <listitem> |
---|
1830 | <para><guilabel>Save as…</guilabel> - Save the |
---|
1831 | current configuration as a preset.</para> |
---|
1832 | </listitem> |
---|
1833 | |
---|
1834 | <listitem> |
---|
1835 | <para><guilabel>Manage…</guilabel> - Opens a dialog |
---|
1836 | where you can remove saved presets. You can also load |
---|
1837 | saved presets from the dialog, but it is quicker to just |
---|
1838 | use the dropdown list for this.</para> |
---|
1839 | </listitem> |
---|
1840 | </itemizedlist> |
---|
1841 | </listitem> |
---|
1842 | </orderedlist> |
---|
1843 | |
---|
1844 | <sect3 id="webclient.itemlist.presets.saveas"> |
---|
1845 | <title>Save a preset</title> |
---|
1846 | |
---|
1847 | <para> |
---|
1848 | If you select the <guilabel>Save as…</guilabel> |
---|
1849 | option from the <guilabel>view / presets</guilabel> dropdown |
---|
1850 | the <guilabel>Save preset as</guilabel> dialog is opened. |
---|
1851 | </para> |
---|
1852 | |
---|
1853 | <figure id="webclient.figures.savepresetas"> |
---|
1854 | <title>Save preset as</title> |
---|
1855 | <screenshot> |
---|
1856 | <mediaobject> |
---|
1857 | <imageobject><imagedata fileref="figures/save_preset.png" format="PNG" /></imageobject> |
---|
1858 | </mediaobject> |
---|
1859 | </screenshot> |
---|
1860 | </figure> |
---|
1861 | |
---|
1862 | <helptext external_id="contexts.saveas" title="Save preset as"> |
---|
1863 | |
---|
1864 | <variablelist> |
---|
1865 | <varlistentry> |
---|
1866 | <term><guilabel>For item</guilabel></term> |
---|
1867 | <listitem> |
---|
1868 | <para> |
---|
1869 | The type of item the preset is saved for. |
---|
1870 | </para> |
---|
1871 | </listitem> |
---|
1872 | </varlistentry> |
---|
1873 | <varlistentry> |
---|
1874 | <term><guilabel >Name</guilabel></term> |
---|
1875 | <listitem> |
---|
1876 | <para> |
---|
1877 | The name of the preset. The name must be unique. |
---|
1878 | </para> |
---|
1879 | </listitem> |
---|
1880 | </varlistentry> |
---|
1881 | <varlistentry> |
---|
1882 | <term><guilabel>Overwrite existing</guilabel></term> |
---|
1883 | <listitem> |
---|
1884 | <para> |
---|
1885 | If a preset with the same name already exists, it is |
---|
1886 | overwritten if this checkbox is checked. |
---|
1887 | </para> |
---|
1888 | </listitem> |
---|
1889 | </varlistentry> |
---|
1890 | <varlistentry> |
---|
1891 | <term><guilabel>Public</guilabel></term> |
---|
1892 | <listitem> |
---|
1893 | <para> |
---|
1894 | This options is only available for users |
---|
1895 | which has the <emphasis>SHARE_TO_EVERYONE</emphasis> |
---|
1896 | permission. If checked the preset is visible to |
---|
1897 | all users. |
---|
1898 | </para> |
---|
1899 | </listitem> |
---|
1900 | </varlistentry> |
---|
1901 | </variablelist> |
---|
1902 | |
---|
1903 | <para> |
---|
1904 | Use the &gbOk; button to save the preset |
---|
1905 | or the &gbCancel; button to |
---|
1906 | close the popup without saving. |
---|
1907 | </para> |
---|
1908 | |
---|
1909 | |
---|
1910 | </helptext> |
---|
1911 | |
---|
1912 | </sect3> |
---|
1913 | |
---|
1914 | <sect3 id="webclient.itemlist.presets.manage"> |
---|
1915 | <title>Manage presets</title> |
---|
1916 | |
---|
1917 | <para> |
---|
1918 | If you select the <guilabel>Manage…</guilabel> |
---|
1919 | option from the <guilabel>view / presets</guilabel> dropdown |
---|
1920 | the <guilabel>Manage presets</guilabel> dialog is opened. |
---|
1921 | </para> |
---|
1922 | |
---|
1923 | <figure id="webclient.figures.managepresets"> |
---|
1924 | <title>Manage presets</title> |
---|
1925 | <screenshot> |
---|
1926 | <mediaobject> |
---|
1927 | <imageobject><imagedata fileref="figures/manage_presets.png" format="PNG" /></imageobject> |
---|
1928 | </mediaobject> |
---|
1929 | </screenshot> |
---|
1930 | </figure> |
---|
1931 | |
---|
1932 | <helptext external_id="contexts.manage" title="Manage presets"> |
---|
1933 | |
---|
1934 | <para> |
---|
1935 | From this dialog you can delete or load presets. |
---|
1936 | </para> |
---|
1937 | |
---|
1938 | <para> |
---|
1939 | To delete presets, first mark the checkbox in front of |
---|
1940 | each preset you want to delete. Then, click on the |
---|
1941 | <guibutton>Delete…</guibutton> button. You will get |
---|
1942 | a warning about that the action cannot be undone. Unlike other |
---|
1943 | items, the presets are not moved to the trashcan. Click on |
---|
1944 | &gbOk; to delete the preset. |
---|
1945 | </para> |
---|
1946 | |
---|
1947 | <note> |
---|
1948 | <title>Edit a preset</title> |
---|
1949 | <para> |
---|
1950 | It is not possible to edit a preset directly. To change an |
---|
1951 | existing preset you must: |
---|
1952 | |
---|
1953 | <orderedlist> |
---|
1954 | <listitem><simpara>Load the preset.</simpara></listitem> |
---|
1955 | <listitem><simpara>Use the interface to change column settings, filter, |
---|
1956 | sort order, etc.</simpara></listitem> |
---|
1957 | <listitem><simpara>Save the preset with the same name.</simpara></listitem> |
---|
1958 | </orderedlist> |
---|
1959 | </para> |
---|
1960 | </note> |
---|
1961 | |
---|
1962 | <para> |
---|
1963 | Use the &gbClose; button to |
---|
1964 | close the popup. |
---|
1965 | </para> |
---|
1966 | |
---|
1967 | |
---|
1968 | </helptext> |
---|
1969 | |
---|
1970 | </sect3> |
---|
1971 | |
---|
1972 | </sect2> |
---|
1973 | </sect1> |
---|
1974 | |
---|
1975 | |
---|
1976 | <sect1 id="webclient.trashcan"> |
---|
1977 | <title>Trashcan</title> |
---|
1978 | <para> |
---|
1979 | All items that have been deleted, and are owned by you, are |
---|
1980 | listed in your trashcan. This list page is accessed with |
---|
1981 | <menuchoice> |
---|
1982 | <guimenu>View</guimenu> |
---|
1983 | <guimenuitem>Trashcan</guimenuitem> |
---|
1984 | </menuchoice> |
---|
1985 | and it differs a bit from the other common list pages. The |
---|
1986 | most significant difference is that the trashcan page can |
---|
1987 | contain more then one item type, actually all removable item |
---|
1988 | types in BASE can be listed in the trascan. Items that neither |
---|
1989 | can be removed or deleted, <emphasis>i.e.,</emphasis> items |
---|
1990 | like sessions, nor clients' help texts since these are deleted |
---|
1991 | from the database immediately in list/item view will be shown |
---|
1992 | in the trashcan page. |
---|
1993 | </para> |
---|
1994 | <warning> |
---|
1995 | <para> |
---|
1996 | Some item types do not have any owner and these are listed |
---|
1997 | in the trashcans for everyone with delete permission on that |
---|
1998 | specific item type. |
---|
1999 | </para> |
---|
2000 | </warning> |
---|
2001 | |
---|
2002 | <para> |
---|
2003 | Things that the trashcan page have in common with other list |
---|
2004 | pages are the possibility to restore and view/edit items, see |
---|
2005 | <xref linkend="webclient.items.restore" /> and |
---|
2006 | <xref linkend="webclient.items.edit" /> . If an item is |
---|
2007 | restored, it will of course disappear from the trashcan. |
---|
2008 | </para> |
---|
2009 | |
---|
2010 | <sect2 id="webclient.trashcan.deleteitem"> |
---|
2011 | <title>Delete items permanently</title> |
---|
2012 | <para> |
---|
2013 | Items can be permanently deleted from BASE only if they are |
---|
2014 | not used by other items. Items that are used have the icon |
---|
2015 | <inlinemediaobject> |
---|
2016 | <imageobject> |
---|
2017 | <imagedata fileref="figures/isused.gif" format="GIF" /> |
---|
2018 | </imageobject> |
---|
2019 | </inlinemediaobject> |
---|
2020 | in the first column and by clicking on it you can get more |
---|
2021 | information about the dependencies, see |
---|
2022 | <xref linkend="webclient.trashcan.viewdependencies" /> . |
---|
2023 | <note> |
---|
2024 | <simpara> |
---|
2025 | This view is NOT the same view page as when clicking on |
---|
2026 | the item's name, which brings you to the item's view |
---|
2027 | page. |
---|
2028 | </simpara> |
---|
2029 | </note> |
---|
2030 | </para> |
---|
2031 | <para> |
---|
2032 | To delete one or several items permanently from the trashcan |
---|
2033 | you first have to select them and then to click on the |
---|
2034 | &gbDelete; button. Press then on either &gbOk; (completes |
---|
2035 | the deletion) or &gbCancel; (no items will be deleted) in |
---|
2036 | the dialog window that appears. |
---|
2037 | </para> |
---|
2038 | |
---|
2039 | <sect3 id="webclient.trashcan.deleteitem.empty"> |
---|
2040 | <title>Empty trashcan</title> |
---|
2041 | <para> |
---|
2042 | If all items in the trashcan should be deleted permanently |
---|
2043 | the <guibutton>Empty trash</guibutton> button can be |
---|
2044 | used. This function will remove all items that are listed |
---|
2045 | in your trashcan, except those items which other items, |
---|
2046 | not marked for deletion or cannot be deleted, are |
---|
2047 | dependent on. |
---|
2048 | </para> |
---|
2049 | </sect3> |
---|
2050 | </sect2> |
---|
2051 | |
---|
2052 | <sect2 id="webclient.trashcan.viewdependencies"> |
---|
2053 | <title>View dependencies of a trashed item</title> |
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2054 | <helptext external_id="trash.view.properties" title="Properties for a trashed item"> |
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2055 | <para> |
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2056 | This view can only be accessed from trashed items that are |
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2057 | linked together with other items. Beside the item's |
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2058 | <guilabel>item type</guilabel>, <guilabel>name</guilabel>, |
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2059 | and <guilabel>description</guilabel> there is a list at |
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2060 | the bottom of the view page with those items that are |
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2061 | using the current item in some way. |
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2062 | </para> |
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2063 | </helptext> |
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2064 | <para> |
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2065 | <nohelp> |
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2066 | <figure id="webclient.trashcan.figures.viewtrasheditem"> |
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2067 | <title>Item view of a trashed item.</title> |
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2068 | <screenshot> |
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2069 | <mediaobject> |
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2070 | <imageobject> |
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2071 | <imagedata fileref="figures/trashview.png" format="PNG" |
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2072 | scalefit="1" width="100%" /> |
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2073 | </imageobject> |
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2074 | </mediaobject> |
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2075 | </screenshot> |
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2076 | </figure> |
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2077 | </nohelp> |
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2078 | <orderedlist> |
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2079 | <listitem> |
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2080 | <para> |
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2081 | This icon indicates that the item cannot be deleted |
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2082 | permanently cause of some dependencies, see |
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2083 | #<xref linkend="webclient.trashcan.lists.dependentitem3" />. |
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2084 | </para> |
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2085 | </listitem> |
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2086 | <listitem> |
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2087 | <para>Common properties for all removable items.</para> |
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2088 | </listitem> |
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2089 | <listitem id="webclient.trashcan.lists.dependentitem3"> |
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2090 | <para>A list of other items that are using the current item.</para> |
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2091 | </listitem> |
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2092 | </orderedlist> |
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2093 | </para> |
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2094 | </sect2> |
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2095 | </sect1> |
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2096 | |
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2097 | </chapter> |
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