Application Bar

The Application Bar is positioned at the top of the workboard and of the Necto Home page, and it contains the options that apply to the entire application.

The following paragraphs describe the options of the Application Bar.

User Settings

Clicking your username opens the User Settings dialog box where you can edit your personal properties, your areas of interest, your friends and subscriptions to other users.

Toggle Social Ribbon

The Users  button hides and shows the Social Ribbon that displays your friends and the users who have visited the current workboard. Necto remembers your last selection and next time you open the workboard page the Social Ribbon is displayed or hidden accordingly.

Save

The Save  button displays the following save options:

Option

Description

 Save

Saves the changes you have made to the current workboard. If you don’t have permission to save the workboard to the current location, the Save button will be disabled.

 Save As

Saves the current workboard, under the same or a different name, to the same or another location. Using the Save As option, you can save a public workboard as a private workboard.

* Save to PDF

Generates a PDF document from the components of the workboard, which you can print according to settings you define in Workboard Properties.

 Add to Favorites

Adds the current workboard to your Favorites. Then, you can use My Favorite Workboards on the Necto Home page to quickly access one of the workboards you have bookmarked.

 

New

The New  button opens the New Workboard Wizard for creating a new workboard.

Refresh

The Refresh  button refreshes the current workboard. Note that any changes you have made to the workboard will be lost.

Workboard Topics

The Topics  button opens the Workboard Topics dialog box where you can tag the current workboard with new or existing topics that best describe your content.

Necto Control Panel

Clicking  opens the Necto Control Panel for accessing the Data Sources and Models options.

Clicking the Control Panel  button opens the Necto Control Panel for users with administrative credentials where they can define and manage users, roles, data sources, models, workboards, and system settings.

Search

The Search box is used to quickly find workboards, discussions, or entities within the current workboard.

Type in the search text, click the Search Options  button to select the relevant option, and click the Start Search  button (or press Enter).

The options are:

Option

Description

Search in Workboard

Conducts search within the grid dimensions displayed in the current workboard and in the Workboard Slicers Pane.

Search for Workboards

Conducts search within the names and topics of the workboards you are allowed to see.

Search for Discussions

Conducts search within discussion names and message texts, in the workboards you are allowed to see.

 

Open/Close Necto Home

Click the Home  button to navigate to the Necto Home page. Clicking the button again returns you to where you last were in the workboard page.

Help

The Help  button opens a menu with help options.

Option

Description

 Interactive Help

Use this option to get instant help: Hover the mouse pointer over an area, feature or button you need assistance with, and a short explanation will be presented to you in the Interactive Help pane. In addition, links for more help will be available below the help text.

Instant help is available for a dialog box by clicking the Help  button on the dialog box title.

 Help

Provides access to online documentation.

 Getting Started

Opens the Getting Started page in a separate browser window. This page contains instructions for getting started with Necto from scratch.

 Tips

Displays tips on the the key features of the current page. You can click Click to Dismiss to remove the tips.

 Knowledge Base

Connects to Panorama’s Knowledge Base site.

 About

Displays Necto’s current version and provides access to the license agreement, Panorama mail contact and Panorama’s company web site.