Browse

Managing versions and hierarchies

Functional and System Admin user types can create and manage all versions and hierarchies.

Data Creator and Data Manager roles can create versions and hierarchies. Data Creators become the owner of any version/hierarchy they create.

Data Creator users can manage any version of which they are the owner.

Data Manager users can manage all versions and hierarchies.

Grouping hierarchies

System Admin users can create/delete System Categories from the Admin menu.

Hierarchies can be assigned to System Categories from the Admin menu or individually by using hierarchy-level properties in the Version Control panel.

Data Manager users can create hierarchy groups and assign hierarchies to them directly from the Browse task group.

Hierarchy groups can be managed from the Administer task group.

Viewing hierarchies

You can have one or more hierarchies open in separate windows and displayed side-by-side horizontally or vertically.

You can have one or more hierarchies open in separate tabs, but only one tab can be in focus at a time.

You can view multiple hierarchies side-by-side in the results of a Compare.

Viewing node properties

Within a hierarchy tree, you can view nodes by name, description, or a custom Display By String.

In the Property Grid, you can view all properties for a selected node by property category. You can position the Property Grid for each tree to accommodate different user perspectives (single vs. multiple hierarchies).

Within a hierarchy tree, you can use View By to view nodes by any combination of properties in multiple columns.

In the Property Grid, on the Properties tab, you can view all properties for a selected node by property category. The single Property Grid is used for one hierarchy during a Browse task and for multiple hierarchies during a Compare task.

Inserting and moving nodes

By dragging or by using Take/Put, you can insert or move a node in a hierarchy tree.

By dragging from the hierarchy’s Child List, you can insert or move multiple nodes. You cannot insert or move nodes from separate parents.

You can insert or move a node only as a Child of a limb node.

Using Take/Put, you can insert a node into a hierarchy. By dragging or by using Take/Put, you can move a node within a hierarchy into a hierarchy during a Browse task. During a Compare task, you can insert a node by dragging or by using Take/Put.

Using Take/Put from the Clipboard, you can insert or move multiple nodes. You can insert and move nodes from separate parents.

You can insert a node as a Child or Sibling of another node.

Ordering children

Using the Order Children context menu, you can reorder the child nodes of a given parent node.

By dragging or using arrow buttons, you can reposition nodes in the child list in a separate window.

When you Add/Insert/Move a node, you can order it as a Sibling of another node.

By dragging or by using Take/Put from the Clipboard, you can reorder nodes in the hierarchy tree as Siblings.

Copying and pasting properties

When you add a node, you can copy the properties of another node.

Using Copy/Paste, you can copy the properties of a node to another node.

You must re-select the set of properties to be pasted for each target node.

Using Take/Paste, you can copy a node and its properties to the Clipboard and paste the properties of a node to another node.

The set of properties selected is saved and available for pasting to multiple nodes.

Viewing inactive nodes

Inactive nodes are displayed in the hierarchy tree and are marked with an icon for easy identification.

In the Web Publishing client, you can show/hide inactive nodes in the hierarchy tree.

Inactive nodes are displayed in the hierarchy tree and are marked with an icon for easy identification. You can hide or show inactive nodes in the hierarchy tree.

You can display the Node Inactive property in a column for each hierarchy node in the tree.

Removing and deleting nodes

You can remove or delete multiple nodes from the Child List of a hierarchy window.

You can remove or delete single nodes except when using Annul All Below.

Searching for a node

You can use Global Find to search for nodes within a version. Search results are returned in a multi-tabbed hotlist, grouped by hierarchy.

You can use Find to search for nodes within a hierarchy. Search results can be returned in a hotlist and/or marked tree.

You can use multi-character wildcard and exact match searches.

You can use Goto to navigate from a node in the hotlist to a node in a hierarchy tree.

You can use Global Find on the Find Nodes tab to search for nodes within a version. Search results are returned in a list below the search box, grouped by hierarchy.

You can use Find to search for nodes below a selected node within a hierarchy. Search results are returned on the Relationships tab.

You can use single- and multi-character wildcards and escape characters for exact match searches.

You can use Goto to navigate from a node on the Relationships tab to a node in a hierarchy tree.

Finding related nodes

Using the Lists context menu, you can view lists of related nodes (descendants, children, links, and so on).

Using Synchronize By Name, you can find nodes that have the same name in open hierarchies.

Using Synchronize By Property, you can find nodes that have the same value for a selected property in open hierarchies.

Synchronize results are returned as marked nodes in open hierarchy windows.

Using the Related menu, you can view lists of related nodes on the Relationships tab.

Using Goto, you can navigate from a node on the Relationships tab to a node in a hierarchy tree.

Viewing shared nodes

Implicit shared nodes are displayed in the hierarchy tree and child list in italics.

You can view primary and explicit/implicit shared nodes together in a list using Show Shared Nodes.

Explicit and implicit shared nodes are identified with different node icons. You can display the icon for the node in a list or hierarchy tree.

You can view primary and explicit/implicit shared nodes together in a list by using the Shared Nodes menu item of the Related menu.

Running a query/compare/export

The current browsed node in a hierarchy is used as the default for a new local property query.

Using links on the Shortcuts tab, you can pass the current browsed version/hierarchy/node as context to a query, compare, or export by using links on the Shortcuts tab.

Viewing transaction history

You can use the View Transaction History context menu to view transaction history for a hierarchy node.

You can use the Transaction History shortcut on the Shortcuts tab to view transaction history for a hierarchy node.

Assigning node access groups

You assign node access groups in the Property Grid on the Leaf Access and Limb Access tabs.

You assign node access groups using the Assign Node Access menu item.

Assigning controlling hierarchies

For each version, you can define a controlling hierarchy for a property definition from the Admin menu.

For each version, you can define a controlling hierarchy for a node access group from the Admin menu.

You can view controlled properties for a selected hierarchy.

You can assign controlled properties to a hierarchy in a version using the Assign Control-Properties menu item.

You can view the controlling hierarchy for a property in the Property Grid.

Assigning validations

You can assign validations and verifications at a version, hierarchy, or node level.

Each validation and verification can run only as either real-time or batch and are assigned as enabled or disabled.

Validations at a the node level are assigned in the Property Grid on the Validation and Verification tabs.

You can assign validations at a version, hierarchy, or node level using the Assign Validations menu item.

You can run each validation as real-time and/or batch. You select the mode during assignment.

Running batch validations

You can run assigned verifications using Verify-Assigned.

You can run a specific set of verifications using Verify-Selected.

Verification results can be displayed in a hotlist and/or marked tree window.

You can run assigned batch validations using the Validate-Assigned menu item.

You can run a specific set of batch validations in batch using Validate-Selected.

Batch validation results are displayed on the Validation Results tab and marked in hierarchy trees.

Navigating validation results

From the View Reasons context menu, you can view the reasons for failure for each node in a memo box.

After they have been addressed, failed nodes can be hidden from a hotlist in a checklist and can be shown again in the entire list.

For each node that failed validation, you can view the reasons for failure as detail rows.

You can copy failed nodes from the validation results list to the Clipboard using Take/Copy Properties. You can remove nodes from the Clipboard after they have been addressed.

Saving and printing hierarchies

You can print copies of hierarchy trees.

Using the Print From Here menu, you can print a branch of a hierarchy.

You can download hierarchy trees downloaded to a XLS, RTF, or PDF file to be saved or printed.

You can save or print a branch of a hierarchy by downloading the tree when viewing from the top node of the branch.