Application Bar – Workboard Page

The Application Bar is positioned at the top of the workboard and of the Necto Home pages, 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.

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 workboard data (dimensions, levels).

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.

 

Save

The Save  button 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

The Save As  button is used to save the current workboard, under the same or a different name, to the same or another location. This option enables you to save a public workboard as a private workboard.

Undo/Redo

The Undo button  cancels the last operation. After undoing an operation, you can execute it again by clicking the Redo  button.

Reload

The Reload  button reloads the previously saved content. Note that any unsaved changes you have made to a workboard will be lost.

Maximize/Restore

You can maximize a selected component to fit the entire workboard contents area: click on the component and then click the Maximize  button. You can also double-click on the component to maximize it.

Click Restore  to restore the maximized component to its original size. You can also double-click on a maximized component to restore it.

Properties

The Properties  button opens the Properties pane for the workboard or for a selected component.

Help

The Help  button opens a menu with help options.

Option

Description

 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.

 

Show/Hide the Homepage

Click the Home  button to navigate to the Necto Home page.

Move to Workboard Page

Click the Workboards  button to navigate to the Workboard page.

Move to Management Page

Clicking  on the Application Bar opens the Management page for accessing the Data Sources, Models, Infographics and Sets options.

Clicking  on the Application Bar opens the Management page for users with administrative credentials where they can define and manage users, roles, profiles, data security, data sources, models, infographics, sets, workboards, chart templates, applications and system settings.