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    Webtop Presets

    [email protected]

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    mailto:[email protected]:[email protected]
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    Table of Contents

    1 Webtop-Presets ...........................................................................................................................3

    1.1 Overview ...............................................................................................................................3

    1.2 What are Presets ...................................................................................................................3

    1.3 Preset Scope .........................................................................................................................3

    1.4 Preset Rules ..........................................................................................................................3

    1.5 Challenges addressed ...........................................................................................................4

    2 Create a Preset............................................................................................................................52.1 To create a new Preset:........................................................................................................5

    3 Defining Preset Rules ..................................................................................................................8

    4 Presets User Experience ........................................................................................................12

    4.1 Scenario 1: Type filter applied to a user..............................................................................12

    4.2 Scenario 2: Format filter applied to an Object Type .............................................................13

    4.3 Scenario 3: Navigation filter applied for a user ................................................................... .14

    4.4 Scenario 4: Action Filter applied to a user...........................................................................15

    4.5 Scenario 5: Action Filter applied to a folder.........................................................................16

    5 Presets Limitations ..................................................................................................................18

    6 Presets Precedence ................................................................................................................19

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    1 WEBTOP-PRESETS

    1.1 Overview

    A Preset determines the selections or actions available in particular situations. Creating a presetoffers a way to reduce screen options to those options that are relevant to the users task in theparticular situation. Presets are used to configure webtop without performing WDKcustomizations.

    1.2 What are Presets

    The following are the key points about Presets

    D6 Webtop components were enhanced to honor preset configurations.

    Presets are not used to provide security

    Presets are not supported by Taskspace

    The Presets Editor allows configuration of Webtop through an end-user interface

    Presets configurations limit the selections are actions available for a given user, oractions available for a given user, location or object type

    1.3 Preset Scope

    A Preset is assigned a particular item or set of items, which is called the scope. For example, apreset could be assigned to a particular user group. Or a preset could be assigned to a particularuser group when combined with a particular folder location. The scope assigned to each Presetmust be unique. For example, you can only have one preset with the scope: location=test_folder;but you can have different preset with the scope: location=test_folder and role =sales_department

    1.4 Preset Rules

    A preset comprises one or more rules. Each rule determines the selections or actions availablewithin a specific functional area. For example, a rule can determine available lifecycles, available

    actions, or available auto complete text.

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    Preset Rules Define:

    Permissions The Permission Sets that be assigned to an item

    Formats The formats that can be assigned to new, imported or checked-in objects

    Types The repository object types that can be assigned to new or imported objects

    Groups The groups or roles in a selection list for a permission set or quick flow

    Workflows The workflow templates available for starting a new workflow

    Templates The templates available when creating new objects

    Actions The available menu items, tool buttons, action links and action buttons

    Attributes The default values available for an attribute when a file is created or linked

    Navigation The available repository nodes

    1.5 Challenges addressed

    The following challenges are addressed in Presets

    Reduce feature or option overload

    Eliminate need for top 10 customizations

    Empower business users

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    2 CREATEA PRESET

    2.1 To create a new Preset:

    1. Navigate to Administration / Presets.

    2. Select File > New > Preset. The Presets: Setup page is displayed.

    3. Enter the name for the preset in the Preset name field

    4. Optionally enter a description in the description field

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    5. To Define the scope, click the select button next to the items to which the preset willapply

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    6. Select the desired item(s) and click OK Selected items will display on screen

    7. Select whether the presets apply to all repositories are or just the current one.

    8. Click the Next button

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    3 DEFINING PRESET RULES

    9. On the rules tab, select the desired filter from the left side box.

    10. For the action rule:

    a. Use the drop down to select the menu option. ( All, File, Edit, View, Tools)

    b. Select the action to exclude from the list on the left

    c. Click the right arrow to move the selected actions to the excluded list

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    11. For the Attributes rule,

    Select the desired object type from the Available Types list

    Select the desired property from the Available Attributes list

    Type the value(s) to be available for that property in the Value field

    Click the right arrow to add the values to the Current Value(s) list

    Click the Apply button

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    12. For the Groups Rules:

    Click the Select button

    Search for and select the groups

    Click OK

    13. For the Types Rules: Select the desired object type from the Available Types list

    Click the right arrow to add the Types list

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    14. Once saved, the values will display in the preset summary, at the bottom of the rules tab.

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    4 PRESETS USER EXPERIENCE

    When a preset is applied, selections and actions are limited for a user.

    4.1 Scenario 1: Type filter applied to a user.

    When this user creates an object, limited options are available in the Type drop-down list

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    4.2 Scenario 2: Format filter applied to an Object Type

    When this user creates an object, limited options are available in the Formats drop-down list

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    4.3 Scenario 3: Navigation filter applied for a user

    Different nodes are exposed to every user or group.

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    4.4 Scenario 4: Action Filter applied to a user.

    Different menu options are available for objects to this user.

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    4.5 Scenario 5: Action Filter applied to a folder.

    Different menu options are available for all objects in the specified folder.

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    5 PRESETS LIMITATIONS

    Presets can only be used in WDK based applications

    When applied to a location, Presets do not descend to sub-folders

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    6 PRESETS PRECEDENCE

    The default order of precedence for applying presets is as follows:

    - A preset for a location takes first precedence.

    - Followed by a preset for a user.

    - Followed by a preset for a role.

    - Followed by a preset for an object type.

    Precedence is defined by the order of qualifier in app.xml (The default precedence can bemodified).

    When a user belongs to multiple roles with presets, selection of preset is configurable in theapp.xml element.

    If no is defined and there are multiple roles with preset configurations, thepreset used is determined as follows:

    - Within a role hierarchy, the preset with the most derived role is used.

    - If the roles are not hierarchical, the role that comes first in alphabetical order is used.

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