Editor tab

The Editor tab is used to manage variants, datasets, lines and parameters.

Prerequisites

Role
- Add and delete datasets and lines for a variant
  
  Release Manager or Setup Specs Admin role
- Change the release status of variants and lines
  
  Release Manager or Setup Specs Admin role
- Manage variants, datasets and parameters
  
  Dataset Editor or Setup Specs Admin role
- Create tickets
  
  Setup Specs Admin role
The user is logged on to the Web Portal.

Procedure

Open the Editor tab in the Product Setup > Setup Parameters menu.

Select variant

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select a variant in the list by activating the checkbox.

The variant is selected.

Add dataset to variant

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure has been created.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
In the detailed view, click in the header of the Datasets tab.
In the Add Dataset dialog window, enter the information:
- Select a dataset in the list by activating the checkbox.
- Enter a comment in the Version Comment text box.
Click Add.

The dataset is added to the variant and appears in the list.

Delete dataset

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure has been created.
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
In the detailed view, select one or more datasets in the Datasets tab by activating the checkbox.
Click in the header.
Click Delete in the options menu.
Enter a version comment in the Delete Datasets dialog window.
Click Delete.

The dataset is deleted and no longer appears in the list.

Add line to variant

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
In the detailed view, call up the Line Release tab.
Click in the header.
In the Add Line dialog window, enter the information:
- Enter the line number in the Line text box.
- Select the target status of the line in the Target Status drop-down list.
- Enter a comment in the Changelog Comment text box.
Click Add.

The line is added to the variant and appears in the list.

Delete line

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Line has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
In the detailed view, call up the Line Release tab.
Click in the row of the line.
Enter a changelog comment in the Delete Line dialog window.
Click Delete.

The line is deleted and is no longer displayed in the list.

Change the release status of the line

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Line has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
In the detailed view, call up the Line Release tab.
Change the status in the Line Release Status drop-down list in the row of the line.
Enter a version comment in the Change Line Release Status dialog window.
Click Save.

The release status of the line is changed.

Change the release status of the variant

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Change the release status of the variant in the list:
- To change the release status of an individual variant, change the release status of the variant in the Status drop-down list.
- To change the release status of multiple variants, select the variants by activating the checkboxes, click in the header and select Change Release Status in the options menu.
In the Change Status dialog window, select the target status of the variant from the Target Status drop-down list.
Click Change.

The release status of the variant has been changed.

Copy variant

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure has been created.
Dataset has been added to the variant.
Line has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select one or more variants in the list by activating the checkbox.
Click in the header.
Click Copy in the options menu.
Enter information in the Copy dialog window:
- In the Product Family drop-down list, select the product family to which the copied variant is to be added.
- Enter the name of the target variant in the line of the variant.
  
  The name of the variant must be unique within a product.
- Select the status from the Target Status drop-down list in the line of the variant.
Click Copy.

The variant is copied, including datasets and/or lines.

Delete variant

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure has been created.
Dataset has been added to the variant.
Line has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select one or more variants in the list by activating the checkbox.
Click in the header.
Click Delete in the options menu.
In the Delete Variants dialog window, click Delete.

The variant is deleted and is no longer displayed in the list.

Export variant

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select one or more variants in the list by activating the checkbox.
Click in the header.
Click Export in the options menu.
In the Export dialog window, select an export format using the radio button.
Click Export.
Open or save the file in the operating system dialog window.

The variant is exported and is displayed in a suitable program or saved.

Filter variant

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select the status by which the variants are to be filtered in the header in the Status drop-down list.

Only variants with the selected status are displayed in the list.

Search for product

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Enter the product name in full or in part in the search box in the header.

All products that contain the search expression in their name are displayed.

Search for dataset

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure has been created.
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Enter the dataset name in full or in part in the search field in the detailed view in the Datasets tab.

All datasets that contain the search expression in their name are displayed.

Edit parameter value

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure, structure element and parameters have been created. Configurator tab
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Click in the row of the dataset in the detailed view.
Click on a structure element in the list.
In the detailed view, edit the value in the row of the parameter.
Click Save in the detailed view.
Enter a version comment in the Save and Create Version dialog window.
Click Save.

The parameter value is edited.

Search for parameters

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure, structure element and parameters have been created. Configurator tab
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Click in the row of the dataset in the detailed view.
Click on a structure element in the list.
Enter the parameter name in full or in part in the search field in the detailed view in the header.

All parameters that contain the search expression in their name are displayed.

Search for structure element

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure, structure element and parameters have been created. Configurator tab
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Click in the row of the dataset in the detailed view.
Enter the name of the structure element in full or in part in the search box in the header.

All structure elements that contain the search expression in their name are displayed.

Export dataset

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure, structure element and parameters have been created. Configurator tab
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Select a dataset in the detailed view by activating the checkbox.
Click in the header.
Click Export in the options menu.
In the Export dialog window, select an export format using the radio button.
Click Export.
Open or save the file in the operating system dialog window.

The dataset is exported and is displayed in a suitable program or saved.

Display dataset history

Prerequisites

Production area, product family, product and variant(s) have been created. Product tab
Dataset structure, structure element and parameters have been created. Configurator tab
Dataset has been added to the variant.

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click on a variant in the list.
Click in the row of the dataset in the detailed view.
Open the History tab.

The dataset history appears.

Functions in the history tab

To search for a version, enter the user ID or parts of it in the search box.
To filter by a version, select a creation date by which the versions are to be filtered in the Date field.
To compare versions, select multiple versions by activating the checkboxes and click Compare.

To restore a version and consequently reset the dataset, click reset in the row of the version.

When a version is restored, a check is automatically carried out to determine differences from the most recent dataset structure. The old dataset is automatically updated to the most recent structure.

Display product information

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Click in the row of the product.

Product information about details and released lines is displayed in a pop-up window.

Create ticket

Prerequisite

Production area, product family, product and variant(s) have been created. Product tab

Procedure

Click in the Production Area & Product Family search box in the Editor tab.
In the Production Area drop-down list, select a production area by activating the checkbox and click .
In the Product Family drop-down list, select a product family by activating the checkbox.
Select one or more variants in the list by activating the checkbox.
Click Create Ticket in the header.
Enter the information in the Create Ticket dialog window.

The Production Area , Product Family , Product and Variant fields are already selected and therefore grayed out.
- A severity level of the ticket can be selected from the Severity drop-down list.
- Enter the title of the ticket in the Title text box.
- You can enter a description of the ticket in the Description text box.
- In the Due Date field, the date and time by which the ticket must be resolved can be selected.
- In the Resolving Group drop-down list, select the resolving group for the ticket.
- The Delegation Resolving Groups drop-down list can be used to select one or more delegation resolving groups for the ticket.
Click Create.

The ticket is created and appears in the Task Tracking > Ticket Management menu.