You (Company administrator) can configure the User mode Navigator (Company Workspace tab > Admin mode > Configuration > User Mode Navigator) to better suit the company business needs. The User Mode Navigator enables you to modify the appearance and organization of the modules and business processes that are available in the left-hand Navigator for all company users.
This functionality of the User Mode Navigator is limited to the collaborative portions of the User mode Navigator in the Home, Company Workspace, Programs, Shells, and Projects.
Note: This configuration will affect the User mode Navigation for all users in your company. We strongly recommend that you fully test your configurations in the Development/Test environment.
Within the User Mode Navigator, you can create new grouping nodes, rename existing ones, reorder items within the nodes, and even remove unused modules from the Navigator, in order to provide increased flexibility to organize and view Unifier modules and business processes. The configured view will appear for all users.
As always, access to any module or business process is strictly controlled by permission settings. The User Mode Navigator feature does not override permission settings in any way; it simply allows you to customize the look and organization of navigator modules that a user has permissions to access. Any changes you make to the User mode navigation tree will be reflected in the Access Control view.
Example
- If a user has permission to access at least one leaf node under a grouping node, then the grouping node will appear in the user’s view of the navigator.
- If the user does not have permission to any leaf nodes under a grouping node, then the grouping node will not appear in the user’s Navigator.
The following terminology is used with User Mode Navigator:
- Grouping node: This is a container "parent" node. Grouping nodes are easy to identify because they have a (+) next to them in the navigation tree. Clicking a grouping node, in the left-hand Navigator, expands the node to display any child nodes below it; the child nodes can be leaf nodes, or another grouping node, for example, Project Logs, Cost Manager, and so forth.
- Actionable grouping node: This type of grouping node not only expands to display child nodes underneath it, but also refreshes the right pane and displays an associated log or page, for example, Projects node, which expands to display the project nodes in the Navigator and opens the Project home page, also.
- Leaf node: This is a child node that cannot become a grouping node. In the last node of the navigation "tree," no further branching can take place. Clicking a child node refreshes the right-hand Unifier pane to display the associated module or log, for example, Cost Sheet within the Cost Manager, or the individual business process logs under Project Logs.
The configurable navigator allows you to:
- Configure navigation trees for:
- Company Workspace Navigator
- Home Navigator
- Program Navigator
- Project / Shell Navigator
Note: The settings do not take effect in your users’ navigators until you deploy them.
The User Mode Navigator enables you to:
- Create new grouping nodes (New) for:
- Company Workspace
- Home
- Program
- Project/Shell
- Copy an existing navigator setup (Copy)
- Deploy a navigator (Deploy)
The system performs a check to see if there are any other navigators of the same type currently active, or not. If yes, then the system notifies you that the currently deployed navigator will be set to "Inactive" status.
- Undeploy a navigator (Undeploy)
When selecting this option for an Active navigator, the navigator (for the type selected) displays system defaults during the runtime.
- Include a navigator for your configuration package
- To be able to define multiple navigators per object and create configuration packages to suit various out of the box (OOTB) solutions. Each OOTB solution has its own configuration of business processes, reports, and so forth along with the User mode.
- You can include multiple navigators in the component list and create your configuration package.
- The status of a navigator does not impact export.
- When you package a User Mode Navigator setup for the first time, you must include all the designs (on the left-hand side of the navigator) in the package. If you do not include the designs, the configuration package creation will result in an error.
- For Active navigator setups, the Last Deployed Date must be greater than the Last Saved Date.
- If the navigator status is set to Active, then the system deploys that navigator to the destination environment. If the status is Inactive, then the system adds the navigator to the User Mode Navigator list.
- If a navigator with the same name exists in both the package and the destination server, then the system updates the content at the destination server.
- If the status of the navigator in the destination server is Inactive and the status of the navigator in the package is Active, then the system deploys the navigator and changes the status to Active in the destination server.
- If the status of the navigator in the destination server is Active and the status of the navigator in the package is Inactive, upon import of the configuration package, the system updates the content of the navigator, but the navigator will not be deployed.
- Custom BI Publisher reports can be a part of the User Mode Navigation setup.
- Internal BI Publisher reports, included in the setup, must be either a part of the package or exist in the destination server. If the Internal BI Publisher report is in Draft status, the import will succeed if the Internal BI Publisher report has been published, in the destination server, at least once.
- External BI Publisher reports, included in the setup, must be either a part of the package or exist in the destination server. The External BI Publisher report name, location, and report level that exists in the destination server must match the attributes existing in the package.
- Rename new and existing grouping nodes
- Change the icons associated with the nodes
- Move nodes up and down the navigation tree, or from one grouping node to another
- Remove unused modules from the navigator without deleting the modules themselves
- Move business process logs or other modules between new or existing grouping nodes
- Store the following versions of the navigator:
- Last saved version
- Last deployed version
- System default version,
- Restore the navigator to any of the above versions at any time
Note: Configuring navigator is a separate setup. As a result, the new business processes do no appear in the log selected in the configuration. Instead, the new business processes appear in the right-hand pane of the user's configurable navigator window. To place the new business processes inside the corresponding node in the left-hand pane Navigator, and make it available to the users, you must transfer the new business processes manually.