Setting up Shells

Before you begin: Shells types must be designed in uDesigner.

Step 1: Import shell types. Import into Unifier the shells that were designed in uDesigner.

Step: Set permissions to configure the shells in the Shell Manager.

Step 3: Configure imported shells in the Shell Manager.

Step 4: Set permissions to administer shell templates, which you can use to create shells for projects.

Step 5: Create shell templates.

Step 6: Set permissions to add or modify shells.

Step 7: Create new shells for user projects.

Note: You will set permissions at several points during shell setup, in order to be able to access, or to grant access to, various aspects of working with the shell.

See Also

Shells Administration

Dedicated Mailbox for the Shell

User Permissions and Navigation

Setting Up the Automatic Update of Shell Status

How to Set Up Gates

Editing Multiple Shells at once with Bulk Edit

About Shell Dashboards

Migrating standard projects to CBS shells

Internationalization and CSV Files

Internationalization and Web Services

Internationalization (Email Notifications)

Internationalization (Support for Tools)

Internationalization (BI Publisher Custom Reports)

Internationalization (Dashboards)

Internationalization (Help Files)

Internationalization (Spell Check)

Internationalization (Date and Time Zone Formats)

Internationalization (Audit Log)

In This Section

Importing Shells

Setting Permissions to Configure Shell Types in the Shell Manager

Configuring Shells

Update generic cost sheet columns and rows

Configuring Shell Manager Configuration Package

Setting Permissions to Administer Shell Templates

Accessing a Created Shell Template

Setting Permissions to Create or Modify Shell Instances

Creating a Shell

Integration Tab

Managing Shells

Packaging Single Instance Shells

Updating Shells

Setting Up View Forms in Shell Attributes



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Last Published Monday, October 4, 2021