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.
Send Workboard by Mail	Allows you to send the current workboard to selected recipients by email.
Save as Image	Saves the current workboard as an image.
Add to Favorites	Adds the current workboard to your Favorites. Then, you can use 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.

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 Homepage

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.

Private Session

The Private Session icon appears on the Application Bar when you select the Start a Private Session option in your User Settings. In Private Session mode, other users cannot follow your work. Also, your operations in Necto workboards are not audited, meaning that they will not be used as inputs for Necto’s suggestive tools.

To exit the Private Session mode, click the icon .

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.