Job Management Partner 1/Software Distribution Administrator's Guide Volume 1

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10.8.3 Changing a window for a user role (Customize Job Windows)

You use this job to change the components of a window (such as buttons, search conditions, and editable items) for a particular user role.

For example, you can hide the Update button in the Device Details dialog box or make items uneditable so that users with the user role cannot change the device information. You can also change the display order of search conditions and editable items.

Customize Job Windows enables you to easily customize job settings windows as appropriate for different user roles. Note that the items being managed are set based on the settings in the Customize Managed Items window.

To change windows according to a user role, start from the Customize Job Windows window, which is displayed by clicking the Customize Job Windows job menu. The following figure shows the Customize Job Windows window.

Figure 10-70 Customize Job Windows window

[Figure]

The Customize Job Windows window lists the names of the jobs displayed in a job menu, the windows used by each job, and the form set for each window (settings for customizing each window).

In the Window name list, clicking the link for a window displays the Customize Job Windows - Edit Form window that enables you to change the tasks to be executed from that window.

The subsections below describe format settings (such as displaying or hiding buttons and search conditions). It also explains how to create new forms and how to change and delete form names.

Organization of this subsection
(1) Setting a form
(2) Setting the object role
(3) Setting the buttons to be used
(4) Setting items to be displayed as editable items
(5) Setting items to be displayed as search conditions
(6) Setting the items to be displayed in search results
(7) Adding forms
(8) Copying a form
(9) Renaming a form
(10) Deleting a form

(1) Setting a form

Customize Job Windows enables you to specify desired changes to the form for a window.

The following points should be noted about the form setup method and how to set a form:

The settings that you specify in the Customize Job Windows - Edit Form window will depend on the type of window for which the form is being set. The subsections below explain how to set forms for each type of window.

(a) Procedure for setting a form for a registration or edit window

In the Edit Form window for a registration or edit window (such as the Device Details window), set the items described below. Steps 1 through 3 can be performed in any order.

To set a form for a registration or edit window:

  1. Set Object role.
    Set the user role to which the form is to be applied. For details about setting the role, see (2) Setting the object role.
  2. Set Button.
    Set the view/hide settings for the buttons. For details about how setting buttons, see (3) Setting the buttons to be used.
  3. Set Editable items.
    Set the items to be displayed in the window, the editable items, and the order of the items. For details about setting the editable items, see (4) Setting items to be displayed as editable items.
  4. When you finish setting all the items, click the OK button.
    The settings are applied to the window corresponding to this form, and then the Customize Job Windows - Edit Form window closes.
    The following figure shows the Customize Job Windows - Edit Form window for a registration or edit window.

    Figure 10-71 Edit Form window for a registration or edit window

    [Figure]

(b) Procedure for setting a form for a search or summation window

To set a form in the Customize Job Windows - Edit Form window for a search or summation window (such as the Device List window) (steps 1-4 can be executed in any order):

  1. Set Object role.
    Set the user role to which the form is to be applied. For details about setting the role, see (2) Setting the object role.
  2. Set Button.
    Set the view/hide settings for the buttons. For details about setting buttons, see (3) Setting the buttons to be used.
  3. Set Search condition.
    Set the view/hide settings and the order of the search conditions. For details about setting the search conditions, see (5) Setting items to be displayed as search conditions.
  4. Set Search result.
    Set the items to be displayed in the search results list, their display order, and the display width for each item.
    Changing the order or the view/hide settings for the items in the summation results list does not change the key items for summation.
    For details about setting the search results, see (6) Setting the items to be displayed in search results.
  5. When you finish setting all the items, click the OK button.
    The settings are applied to the window corresponding to this form, and then the Customize Job Windows - Edit Form window closes.

The following figure shows the Edit Form window for a search or summation window.

Figure 10-72 Edit Form window for a search or summation window

[Figure]

(c) Procedure for setting a form for a breakdown window displayed from summation results

To set a form in the Customize Job Windows - Edit Form window for a breakdown window that is displayed from summation results (such as a window displaying a breakdown of device types by group or location that is displayed from summation results from the Device Totals window) (steps 1-3 can be executed in any order):

  1. Set Object role.
    Set the user role to which the form is to be applied. For details about setting the role, see (2) Setting the object role.
  2. Set Button.
    Set the view/hide settings for the buttons. For details about setting buttons, see (3) Setting the buttons to be used.
  3. Set Search result.
    Set the items to be displayed in the search results list, their display order, and the display width for each item.
    Changing the order or the view/hide settings for the items in the summation results list does not change the key items for summation.
    For details about setting the search results, see (6) Setting the items to be displayed in search results.
  4. When you finish setting all the items, click the OK button.
    The settings are applied to the window corresponding to this form, and then the Customize Job Windows - Edit Form window closes.
    The following figure shows the Customize Job Windows - Edit Form window for a breakdown window that is displayed from summation results.

    Figure 10-73 Edit Form window for a breakdown window displayed from summation results

    [Figure]

(2) Setting the object role

To set the user role to which a form is to be applied, use Object role in the Customize Job Windows - Edit Form window.

The following figure shows Object role in the Edit Form window.

Figure 10-74 Object role in the Edit Form window

[Figure]

To set the object role, select the desired user role from the Do Not Apply list, and then click the Apply button. To apply all user roles, click the Apply All button.

The selected user role is moved to the Apply list, and the object role is set.

To remove a user role from the object roles, select it from the Apply list and then click the Do Not Apply button. To remove all user roles, click the Do Not Apply Any button.

When creating multiple forms for a single window
Each user role can access only one form in a window. If a form has already been applied to a user role, the form name is displayed in square brackets immediately following the role name.
You can apply a user role that has already been set as an object role to another form; however, this user role will automatically be removed from the object role for the initial form.

(3) Setting the buttons to be used

To set the buttons to be used in window operations, use Button in the Edit Form window.

The following figure shows Button in the Edit Form window.

Figure 10-75 Button in the Edit Form window

[Figure]

To set buttons to be used in window operations, select the desired buttons from the Hide list and click the Show button. To use all listed buttons, click the Show All button.

The selected button is moved to the Show list and becomes enabled.

To hide a button, select it from the Show list, and then click the Hide button. To hide all buttons, click the Hide All button.

(4) Setting items to be displayed as editable items

You can specify whether or not items are to be viewed and whether or not items are to be editable in the windows for registering new asset information and in dialog boxes for editing information. To specify settings related to the editable items, use Editable items in the Edit Form window.

The following figure shows Editable items in the Edit Form window.

Figure 10-76 Editable items in the Edit Form window

[Figure]

The Hide list shows the items that can be set to be editable in each window operation. Each item is shown in the format item-name (class-name).

In the Show list, the items with the gray background cannot be hidden or cannot be changed to read-only because they are default system items.

(a) Setting the view/hide settings for editable items

You can hide information that you do not want to disclose to a user role or that are not related to jobs that can be executed by a user role.

To set items to be displayed as editable items, select them from the Hide list and click the Show button. To display all items, click the Show All button.

The selected item is moved to the Show list and set to be displayed.

To hide an item, select it from the Show list, and then click the Hide button. To hide all items, click the Hide All button.

Note
Editable items enables you to set only those items that are set to be available to Customize Managed Items. To add items that can be set in Editable items, evaluate the settings in the Customize Managed Items window.
For details about changing the items to be managed, see 10.8.2(1) Changing the items to be managed.
(b) Setting the display order of editable items

The editable items are displayed in the order that they are listed in Show. You can change this display order, such as by displaying the mandatory items at the top.

To change the display order of an editable item, select it from the Show list, and then click the Up or Down button.

You cannot change the display order of multiple items at the same time; you must change items one at a time.

(c) Setting editable items to read-only

Editable items displayed in the Show list can be set to read-only (uneditable). You can avoid erroneous operations by making those items uneditable that do not need to be updated or that should not be updated by general users.

To set an editable item to read-only, select it from the Show list, and then select the Read-only check box.

The read-only editable items are displayed in red.

(5) Setting items to be displayed as search conditions

You can set the search conditions that are displayed in the windows for searching or summing up asset information. To specify settings related to search conditions, use Search condition in the Edit Form window.

The following figure shows Search condition in the Edit Form window.

Figure 10-77 Search condition in the Edit Form window

[Figure]

In the Show list, the items with the gray background cannot be hidden.

(a) Setting the view/hide settings for search conditions

To set items to be displayed as search conditions, select them from the Hide list and click the Show button. To display all items, click the Show All button.

The selected item is moved to the Show list and set to be displayed.

To hide an item, select it from the Show list, and then click the Hide button. To hide all items, click the Hide All button.

Note
Search condition enables you to set only those items that are set to be available to Customize Managed Items. To add items that can be set in Search condition, evaluate the settings in the Customize Managed Items window.
For details about changing the items to be managed, see 10.8.2(1) Changing the items to be managed.
(b) Setting the display order of search conditions

The search conditions are displayed in the order that they are listed in Show. You can change this display order, such as by displaying the frequently used items at the top.

To change the display order of a search condition, select it from the Show list, and then click the Up or Down button.

You cannot change the display order of multiple items at the same time; you must change items one at a time.

(6) Setting the items to be displayed in search results

You can set the items to be displayed in listings of asset information search or summation results, their display order, and the display widths. To specify settings related to search results, use Search result in the Edit Form window.

The following figure shows Search result in the Edit Form window.

Figure 10-78 Search result in the Edit Form window

[Figure]

(a) Setting the view/hide settings for search results

To set items to be displayed in the search results list, select them from the Hide list and click the Show button. To display all items, click the Show All button.

The selected item is moved to the Show list and set to be displayed.

To hide an item, select it from the Show lists and then click the Hide button. To hide all items, click the Hide All button.

Note
Search result enables you to set only those items that are set to be available to Customize Managed Items. To add items that can be set in Search result, evaluate the settings in the Customize Managed Items window.
For details about changing the items to be managed, see 10.8.2(1) Changing the items to be managed.
(b) Setting the display order of search results

Items are displayed in search results from left to right in the order that they are listed in the Show list. You can change this display order, such as by displaying the more important items on the left side.

To change the display order in search results, select a desired item from the Show list, and then click the Up or Down button. To move the item to the left, use the Up button; to move it to the right, use the Down button.

You cannot change the display order of multiple items at the same time; you must change items one at a time.

(c) Setting the display widths for the items in search results

You can set the display widths for the items that are displayed in Search result. You can reduce the display width if the default width is too large, or you can turn off the wrap-around mode.

To set a display width in search results, select the desired item from the Show list, and then enter a numeric value in the range 0-999 (pixels). If 0 is specified, or if no value is specified, the display width is automatically adjusted according to the screen size.

If you want to change the display width of items selected by Point of totals from the total results of the Device Totals window, set the display width of the Device type (Hardware information) display item. If anything other than Device type is selected by Point of totals, it will be displayed at this width.

(7) Adding forms

You can set multiple forms for the same window. For example, you can set one form for administrators and a different form for users.

There can be only one form for each user role for a window. For example, Form-1 and Form-2 that are for the same window cannot both apply to the Administrator role; each form for the same window must be for a different user role.

To add a new form:

  1. In the Customize Job Windows - Edit Form window, click the Add Form button.
    The dialog box for specifying a form name appears.
    You can set any form name. However, the same window cannot have multiple forms with the same name.
    To cancel, click the Cancel button.
  2. Specify a form name, and then click the OK button.
    A page is added for setting the new form with the specified name.
    Set the form using the items in the Customize Job Windows - Edit Form window.

(8) Copying a form

You can add a form by copying an existing form. This is useful when you want to add limitations on the basis of an existing form.

To copy an existing form:

  1. In the Customize Job Windows - Edit Form window, select the form you wish to copy.
  2. Click the Copy Form button.
    The dialog box for specifying a name for the new form appears.
    You can set any form name. However, the same window cannot have multiple forms with the same name.
    To cancel, click the Cancel button.
  3. Specify a form name, and then click the OK button.
    The selected form is copied under the specified name.
    Note that the settings for Object role are reset.
    Set the form using the items in the Customize Job Windows - Edit Form window.

(9) Renaming a form

To rename an existing form:

  1. In the Customize Job Windows - Edit Form window, click the Rename Form button.
    The dialog box for renaming the form appears.
    You can set any form name. However, the same window cannot have multiple forms with the same name.
    To cancel, click the Cancel button.
  2. Specify the new name for the form, and then click the OK button.
    The form is renamed to the specified name.
    To cancel, click the Cancel button.
  3. Click the OK button.
    The change is applied to the window.

(10) Deleting a form

This section explains how to delete all created forms in a batch and how to delete specific forms.

(a) Deleting all forms in a batch

To delete all created forms to initialize the window settings, from the Customize Job Window, click the Initialize Form button.

(b) Deleting specific forms

To delete specific forms:

  1. In the Customize Job Windows - Edit Form window, select the form you wish to delete.
  2. Click the Delete Form button.
    A confirmation dialog box appears.
    To cancel, click the Cancel button.
  3. Click the OK button.
    The selected form is deleted.
    If all forms are deleted, the initial Form-1 is displayed the next time this window is opened.
    To cancel, click the Cancel button.
  4. Click the OK button.
    The form is deleted from the window.