Difference between revisions of "Wizards"

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[[Image:DLSIV-0030.jpg|300px|right|thumb|Wizard Icon]]
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[[category:Working with DLS]]
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[[Image:wizard.png|200px|right|thumb|Wizard Icon]]
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A wizard is a set of step-by-step instructions which will help you perform the desired operation.
  
 
The following wizards are accessible from within an account.   
 
The following wizards are accessible from within an account.   
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Click the Wizard icon on the Account Toolbar to access the functions.
 
Click the Wizard icon on the Account Toolbar to access the functions.
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<br><br><br><br>
  
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== Add a New User Wizard ==
  
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[[Image:Wizuser.png|400px|right|thumb|The Add New User Wizard]]
  
== Account Group Maintenance ==
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The "Add New User" wizard allows you to quickly and easily add a new user code to the system. After selecting the "Add a New User" option from the wizards menu, a window will appear with all of the relevant options. By default, it automatically selects the next available (currently defaulted) user code, which is displayed beneath the title bar. From here, you can edit the user code attributes, as well as the code itself. Once everything is as you want it to be, simply click 'done' and the user code is created.
 
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<br><br><br><br><br>
In DLS IV, Folders have been replaced by Account Groups to better fit a database backend architecture. Account Groups can be added, deleted and modified via the Account Group Maintenance window. To open the Account Group Maintenance window, go to "File" --> "Account Group Maintenance".
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The toolbar at the top of the Account Group Maintenance window has the following buttons:
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'''New Group''' - Click this button to add a new Account Group, or sub-Account Group. Just as folders allow several layers of subfolders, Account Groups allow several layers of sub-Account Groups. Simply select the Account Group and click "New Group". The new Account Group will be added as a sub-Account Group.
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'''Rename''' - Select an Account Group and click this button to Rename the Account Group
 
  
'''Remove''' - Click this button to delete/remove an unwanted Account Group. Note that ALL sub-Account Groups will also be removed.
 
  
'''Permissions''' - Permissions may be applied to each Account Group level. Click this button to launch the Permissions Manager for the selected Account Group. Note that when permissions are applied to an Account Group, those permissions are cascaded down to its sub-Account Groups.
 
  
'''Refresh''' - Click this button to refresh the list of all Account Groups.
 
  
== Template Maintenance ==
 
  
== Create a New Account ==
 
  
There are 3 easy ways to create a new account right on the Start Page:
 
  
'''1.''' "New Account" button on the Search Toolbar
 
  
[[Image:DLSIV-0001.jpg]]
 
  
  
'''2.''' In the "File" menu, "New Account"
 
  
'''3.''' Right click anywhere in the Search Results area - "New Account"
 
  
=== Create a New Account (Advanced) ===
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== Load Template Wizard ==
  
[[Image:DLSIV-0006.jpg|300px|right|thumb|CAPTION]]
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The "Load Template" wizard allows you to apply a [[Templates|Template]], that is a set of options, to the current account. These templates can be created and edited from within the [[Template Maintenance]] menu.
  
Using the Create New Account (Advanced) function unlocks some of the power behind DLS IV. You can use this window to link several Customer Accounts together in one "DLS IV Account", you can add several panels to each Customer Account, and you can add all of the communicator modules (and their respective connection types) that are attached to those panels.
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Once you select the "Load Template" wizard, you are presented with a list of applicable templates. Simply select which template you want to load and click the "Load" button. This applies all of the template options to the account you are currently in.

Latest revision as of 22:56, 14 December 2012

Wizard Icon

A wizard is a set of step-by-step instructions which will help you perform the desired operation.

The following wizards are accessible from within an account.

- Add a New User

- Load Template

Click the Wizard icon on the Account Toolbar to access the functions.



Add a New User Wizard

The Add New User Wizard

The "Add New User" wizard allows you to quickly and easily add a new user code to the system. After selecting the "Add a New User" option from the wizards menu, a window will appear with all of the relevant options. By default, it automatically selects the next available (currently defaulted) user code, which is displayed beneath the title bar. From here, you can edit the user code attributes, as well as the code itself. Once everything is as you want it to be, simply click 'done' and the user code is created.










Load Template Wizard

The "Load Template" wizard allows you to apply a Template, that is a set of options, to the current account. These templates can be created and edited from within the Template Maintenance menu.

Once you select the "Load Template" wizard, you are presented with a list of applicable templates. Simply select which template you want to load and click the "Load" button. This applies all of the template options to the account you are currently in.