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.

 

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.

Notifications

The Notificationsbutton on the Application Bar opens the Notifications Manager.

New

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

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.

Necto Control Panel

Clicking  opens the Necto Control Panel for accessing the Data Sources, Models, Sets and Infographics 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.

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 again.

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.

 Knowledge Base

Connects to Panorama’s Knowledge Base site.

 More Information

Opens the More Information page in a separate browser window. This page contains links to pages containing the Necto datasheets, white papers, release notes, videos, and more.

 About

Displays Necto’s current version and provides access to the More Information page, Panorama mail contact and Panorama’s company web site.

The Debug button in this window opens the debug information window. You will use this option when requested by Panorama Support.