SLM-101 Admin Tools
0:06
Welcome to this Application Explainer video, part of our SLM 101 topic range.0:11
In this video, we’ll cover the subject of Admin Tools within SLM.
0:16
The Admin Tools feature is a set of functionalities designed to facilitate administrative tasks and management within the application.
0:24
This feature is primarily intended for users with administrative privileges and roles, enabling them to oversee, configure, and control various aspects of the software.
0:34
The following information will be covered in this training.
0:36
Chapter one will be creating templates from objects, Chapter 2 will be deleting and cascading, Chapter 3 will be customizing templates, and Chapter 4 will be downloading data sets.
0:50
In Chapter One, we’ll be covering generating a template object from an existing object within SLM, which involves utilising object templates which serve as reusable blueprints for data structures, enabling the creation of other objects in SLM without the need to build them from the ground up.
1:08
In SLM, we can create a template from an object, except for those that are part of the scope, such as enterprise sites and units.
1:16
Any object below these scopes can be used to create a template.
1:21
Let’s go over a scenario.
1:23
If we go to a SIF, we can go to Admin tools, create template from object, click OK.
1:32
If we refresh, we can see that the task has been generated in the background to generate a template from this object SIF.
1:40
Once the task is completed, the template has been registered in SLM.
1:46
As we can see, we’ve created a template from the previous SIF that we selected, and we can also see the other objects that are descendants of that SIF.
1:54
They’ve also been created as templates.
2:00
In Chapter 2, we’ll be covering how users can delete entire branches of objects efficiently without the necessity of deleting each object individually.
2:09
In SLM, users can delete a whole branch of objects.
2:13
Let’s say that the user would like to delete this SIF and all of its descendants.
2:19
It’s worth noting that if a descendant is related to a different object, but it’s not been deleted, the descendant will remain in the software.
2:26
In this scenario, we have this auxiliary function related to SIF 10 SIF 001 and 10 SIF 003.
2:36
Let’s delete and cascade 10 SIF 001.
2:39
We have to go to Admin tools and select Delete and Cascade.
2:43
If we take a look at this table, SLM will tell us which objects are going to be deleted and which will be unlinked.
2:51
As we can see here, this auxiliary function will only be unlinked from the SIF that we’re deleting, but it’s not going to be deleted from the system since the auxiliary function is related to another function.
3:01
Let’s go ahead and click confirm.
3:05
If we refresh, we can see that a background task has been generated to delete and cascade that SIF.
3:15
Once the task is completed, we can go back and refresh the interface.
3:25
We can see that the SIF that we decided to delete and cascade, the 10 SIF 001 is no longer present, but the auxiliary functions that were linked to a separate function remain in the system.
3:40
In Chapter 3, we’ll be covering how users can modify the appearance or layout of a predefined template to suit specific preferences or requirements.
3:48
This customisation involves adjusting elements such as arrangement of components within the template, template orders and template names.
3:57
In SLM, users can change certain aspects for a template of any object, such as the template name, template order and the information shown by the template.
4:08
Let’s go over each of those options.
4:11
To update the template name, we have to go to Admin Tools and select Customise Template.
4:19
Let’s change the name to Performance Template Updated and click Save and now we can see that the name of the template has been updated.
4:33
Now let’s change the order and move this template to the beginning of the list of templates for the SIF object.
4:40
Again we go to Admin Tools customized template.
4:46
If we Scroll down, we can see that this template is being displayed in the Instrumented Systems module and has a list order of three.
4:54
If we want to move this template to be first in the order display, we change the free value to a zero.
5:00
And let’s say that we would like to see this template also in the Operate and Maintain module in the initial position.
5:09
Click Save.
5:12
As we can see, the template has been moved and is now first in the list.
5:17
Now let’s go to Operate and Maintain.
5:21
We can see that the template has been displayed for the SIF object in this module.
5:26
Now let’s go over the manipulation of the information displayed in the templates.
5:32
Let’s go to Admin Tools and Customize Template.
5:40
Click on the Update Template data checkbox.
5:44
For this example, let’s remove the HTML for the SIF Performance section.
5:54
We can remove this information and also remove the list object description that we currently have.
6:00
Users have the ability to now preview those changes before saving.
6:05
If we click on the preview, we can see how the template will look after we press save.
6:17
If we’re happy with the changes, we can click Save and then the SIF performance section has been removed as well as the object description.
6:30
Let’s now assume that the user would like to revert or go back to the original version of the template.
6:37
Again we come to Admin Tools, Customise Template and click Reset Template Data.
6:48
Now the SIFT Performance section and the object description are back in the template.
6:56
In Chapter 4, we’ll be covering SLM, enabling users to extract stored information to an external file.
7:03
Exporting data facilitates analysis, sharing or utilisation in environments beyond SLM, promoting data portability and interoperability.
7:13
Users have the capability to retrieve data from SLM utilising the Download data Set feature.
7:21
Let’s review the choices provided by this feature.
7:25
By selecting these checkboxes, users have the option to incorporate a list of documents and attachments linked to the data intended for exportation.
7:35
Any checklists associated with the data can also be exported by toggling this checkbox.
7:42
Opting for empty data sets prompts the system to generate an Excel file for each descendant of the designated object, formatted for future data imports.
7:55
Action items can also be exported by activating this checkbox.
8:02
SMM supports the exploitation of relational fields, which are crucial for processes like voting configuration in seal calculations.
8:11
In the Export File Name text box, users can specify custom name for the downloadable zip file.
8:20
The Include File level option facilitates the downloading of various data types in a specific order, ensuring consistency for subsequent data imports.
8:30
When we finish making our selections, we can click on Queue Export Task.
8:38
We can keep track of our task in the Adapters module under Export Adapter Tasks.
8:53
After the task is concluded, we can download the zip file.
9:02
The zip file will contain the information for the object that we were exporting alongside all of its descendants, attached files, checklists, list of documents, and relational data.
0:06
Welcome to this Application Explainer video, part of our SLM 101 topic range.
0:11
In this video, we’ll cover the subject of Admin Tools within SLM.
0:16
The Admin Tools feature is a set of functionalities designed to facilitate administrative tasks and management within the application.
0:24
This feature is primarily intended for users with administrative privileges and roles, enabling them to oversee, configure, and control various aspects of the software.
0:34
The following information will be covered in this training.
0:36
Chapter one will be creating templates from objects, Chapter 2 will be deleting and cascading, Chapter 3 will be customizing templates, and Chapter 4 will be downloading data sets.
0:50
In Chapter One, we’ll be covering generating a template object from an existing object within SLM, which involves utilising object templates which serve as reusable blueprints for data structures, enabling the creation of other objects in SLM without the need to build them from the ground up.
1:08
In SLM, we can create a template from an object, except for those that are part of the scope, such as enterprise sites and units.
1:16
Any object below these scopes can be used to create a template.
1:21
Let’s go over a scenario.
1:23
If we go to a SIF, we can go to Admin tools, create template from object, click OK.
1:32
If we refresh, we can see that the task has been generated in the background to generate a template from this object SIF.
1:40
Once the task is completed, the template has been registered in SLM.
1:46
As we can see, we’ve created a template from the previous SIF that we selected, and we can also see the other objects that are descendants of that SIF.
1:54
They’ve also been created as templates.
2:00
In Chapter 2, we’ll be covering how users can delete entire branches of objects efficiently without the necessity of deleting each object individually.
2:09
In SLM, users can delete a whole branch of objects.
2:13
Let’s say that the user would like to delete this SIF and all of its descendants.
2:19
It’s worth noting that if a descendant is related to a different object, but it’s not been deleted, the descendant will remain in the software.
2:26
In this scenario, we have this auxiliary function related to SIF 10 SIF 001 and 10 SIF 003.
2:36
Let’s delete and cascade 10 SIF 001.
2:39
We have to go to Admin tools and select Delete and Cascade.
2:43
If we take a look at this table, SLM will tell us which objects are going to be deleted and which will be unlinked.
2:51
As we can see here, this auxiliary function will only be unlinked from the SIF that we’re deleting, but it’s not going to be deleted from the system since the auxiliary function is related to another function.
3:01
Let’s go ahead and click confirm.
3:05
If we refresh, we can see that a background task has been generated to delete and cascade that SIF.
3:15
Once the task is completed, we can go back and refresh the interface.
3:25
We can see that the SIF that we decided to delete and cascade, the 10 SIF 001 is no longer present, but the auxiliary functions that were linked to a separate function remain in the system.
3:40
In Chapter 3, we’ll be covering how users can modify the appearance or layout of a predefined template to suit specific preferences or requirements.
3:48
This customisation involves adjusting elements such as arrangement of components within the template, template orders and template names.
3:57
In SLM, users can change certain aspects for a template of any object, such as the template name, template order and the information shown by the template.
4:08
Let’s go over each of those options.
4:11
To update the template name, we have to go to Admin Tools and select Customise Template.
4:19
Let’s change the name to Performance Template Updated and click Save and now we can see that the name of the template has been updated.
4:33
Now let’s change the order and move this template to the beginning of the list of templates for the SIF object.
4:40
Again we go to Admin Tools customized template.
4:46
If we Scroll down, we can see that this template is being displayed in the Instrumented Systems module and has a list order of three.
4:54
If we want to move this template to be first in the order display, we change the free value to a zero.
5:00
And let’s say that we would like to see this template also in the Operate and Maintain module in the initial position.
5:09
Click Save.
5:12
As we can see, the template has been moved and is now first in the list.
5:17
Now let’s go to Operate and Maintain.
5:21
We can see that the template has been displayed for the SIF object in this module.
5:26
Now let’s go over the manipulation of the information displayed in the templates.
5:32
Let’s go to Admin Tools and Customize Template.
5:40
Click on the Update Template data checkbox.
5:44
For this example, let’s remove the HTML for the SIF Performance section.
5:54
We can remove this information and also remove the list object description that we currently have.
6:00
Users have the ability to now preview those changes before saving.
6:05
If we click on the preview, we can see how the template will look after we press save.
6:17
If we’re happy with the changes, we can click Save and then the SIF performance section has been removed as well as the object description.
6:30
Let’s now assume that the user would like to revert or go back to the original version of the template.
6:37
Again we come to Admin Tools, Customise Template and click Reset Template Data.
6:48
Now the SIFT Performance section and the object description are back in the template.
6:56
In Chapter 4, we’ll be covering SLM, enabling users to extract stored information to an external file.
7:03
Exporting data facilitates analysis, sharing or utilisation in environments beyond SLM, promoting data portability and interoperability.
7:13
Users have the capability to retrieve data from SLM utilising the Download data Set feature.
7:21
Let’s review the choices provided by this feature.
7:25
By selecting these checkboxes, users have the option to incorporate a list of documents and attachments linked to the data intended for exportation.
7:35
Any checklists associated with the data can also be exported by toggling this checkbox.
7:42
Opting for empty data sets prompts the system to generate an Excel file for each descendant of the designated object, formatted for future data imports.
7:55
Action items can also be exported by activating this checkbox.
8:02
SMM supports the exploitation of relational fields, which are crucial for processes like voting configuration in seal calculations.
8:11
In the Export File Name text box, users can specify custom name for the downloadable zip file.
8:20
The Include File level option facilitates the downloading of various data types in a specific order, ensuring consistency for subsequent data imports.
8:30
When we finish making our selections, we can click on Queue Export Task.
8:38
We can keep track of our task in the Adapters module under Export Adapter Tasks.
8:53
After the task is concluded, we can download the zip file.
9:02
The zip file will contain the information for the object that we were exporting alongside all of its descendants, attached files, checklists, list of documents, and relational data.
