Difference between revisions of "42Q-MES0112-C Configuration Publish"

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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Shop_Floor_Control|Shop Floor Control]] > [[Configuration|Configuration]] > Configuration Publish</small><br/> [[File:42Q Logo.jpg|RTENOTITLE]]
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<small>[[42Q_Cloud-Based_MES/MOMS|42Q Home]] > [[Shop_Floor_Control|Shop Floor Control]] > [[Configuration|Configuration]] > Configuration Publish</small><br/> &nbsp;
  
 
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<center>'''SFDC Configuration'''</center> <center>'''Configuration Publish'''</center> <center>'''Version MES15.4'''</center> <center>'''Work Instruction'''</center>  
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<center>'''Shop Floor&nbsp;Configuration'''</center> <center>'''Configuration'''</center> <center>'''Configuration Publish'''</center> <center>'''Version MES 15.81'''</center> <center>'''Revision D1'''</center> <center>&nbsp;</center>
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<center>&nbsp;</center>  
 
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<center>This Work Instruction is 42Q's corporate standard.</center> <center>This document is under revision control. The latest revision is located on Intranet.</center> <center>Once printed it is an uncontrolled copy. All alterations to this work instruction require approval.</center> <center>Contact the IT Global Education and Training Department to submit suggested alterations and or updates.</center>
 
''This edition applies to MES 15.4 and all subsequent releases and modifications until otherwise indicated in new revisions.''
 
  
----
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= <span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Introduction"><span class="mw-headline" id="Overview">Introduction</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> =
  
&nbsp;
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The&nbsp;'''Configuration Publish Portlet '''is used to publish configuration changes for use with Conduit and has the ability to automatically or manually publish these configurations within the portlet.
  
= Overview =
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To access the Configuration Publish page, navigate to&nbsp;'''Shop Floor Control > Configuration > Configuration Publish.'''<br/> &nbsp;
  
42Q’s Configuration Publish portlet is used to publish configuration changes for use with Conduit. For example, when a Part x Route association is configured or a Route is changed, users can publish the configuration for use with Production Scanning. Configuration Publish has the ability to automatically publish these configurations, or users can manually publish them within the portlet.
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'''Figure 1: Configuration Publish Access'''
  
= Configuration Publish =
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<span class="mw-headline" id="">[[File:CP ConfigurationPublishMainPage.png|900px|CP ConfigurationPublishMainPage.png]]</span>
 
 
The Configuration Publish Portlet displays a top panel with two grids underneath: '''To Publish''' and '''Published'''. The top panel displays the amount of pending configuration to publish. If there are pending configurations that need to be manually published, the '''Publish All''' button will display. Selecting this button will publish all pending configurations. Pending configurations appear in the '''To Publish''' list, while changes already published are viewable in the '''Published''' list.
 
  
 
&nbsp;
 
&nbsp;
  
'''Figure 1: Configuration Publish Portlet'''
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This portlet displays a top panel with two grids underneath: '''To Publish''' and '''Published'''. The top panel displays the number of pending configurations to publish.
  
[[File:CP Configuration Publish Portlet.png|Config Publish Portlet]]
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<u>'''Note:'''</u> If there are pending configurations that need to be manually published, the '''Publish All '''button will display.&nbsp;Pending configurations appear in the '''To Publish''' list, while changes already published are viewable in the '''Published list'''. &nbsp;
  
 
&nbsp;
 
&nbsp;
  
== Auto Publish ==
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== <span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish"><span class="mw-headline" id="Auto_Publish">Auto Publish</span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
 
 
Configuration Publish will automatically publish configuration changes when the auto configuration generic attribute is active.
 
 
 
To use auto publish,
 
  
#Navigate to '''Administration > Generic Attribute Maintenance'''.
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'''Configuration Publish '''will automatically publish configuration changes when the auto-configuration generic attribute is active.
#Select the '''Add''' button.
 
#Add the generic attribute “auto_configuration_publish” and set it to “yes”. For more information on setting generic attributes, see [[SOP-5-I-MES0036-C_RA1_Generic_Attribute_Maintenance|Generic Attribute Maintenance]].  
 
  
<br/> '''Figure 2:Auto_Configuration_Publish'''
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To use auto-publish,&nbsp;
  
[[File:CP Auto Config Publish.png|Auto Config Publish]]
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#Navigate to '''Administration > Generic Attribute Maintenance'''
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#Search the generic attributes “'''auto_configuration_publish'''” and “'''allow_configuration_publish'''”,&nbsp; select the Generic Attribute and select the Edit Generic Attribute to edit the value. For more information on setting generic attributes, see [https://42qrpt1.42-q.com/mes_wiki/index.php/SOP-5-I-MES0036-C_RA1_Generic_Attribute_Maintenance Generic Attribute Maintenance].&nbsp; &nbsp;
  
Once this is done, changes saved in '''SFDC Configuration''' will be automatically published.
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'''<u>Note:</u> '''If the generic attributes are not added, Configuration Publish will be disabled and the user will have to manually add both generic attributes.
  
 
&nbsp;
 
&nbsp;
  
 +
'''Figure 2: Auto Configuration Publish'''
  
== Manually Publish ==
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'''[[File:CP AutoConfigurationPublish.png|900px|CP AutoConfigurationPublish.png]]'''
 
 
When changes such as a new Part x Route assignment need to be published and Auto Publish is not configured, users can manually publish the configurations.
 
 
 
To manually publish configurations,
 
 
 
#Navigate to '''SFDC Configuration > Configuration Publish'''.  
 
 
 
Pending changes to publish will display in the '''To Publish''' grid.
 
  
 
&nbsp;
 
&nbsp;
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<ol start="3">
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<li>A'''&nbsp;'''pop-up window will appear with the Table, Attribute Name and Value. Set the value to “true” and select '''Save'''.</li>
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</ol>
  
'''Figure 3:To Publish List'''
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'''Figure 3: Edit Value'''
  
[[File:CP_To Publish List.png|700px|To Publish List]]
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[[File:CP EditValue.png|900px|CP EditValue.png]]
  
 
&nbsp;
 
&nbsp;
  
#Select the '''Publish All''' button to publish all pending configurations.
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Once this is done, the saved changes will be automatically published&nbsp;in '''SFDC''' '''Configuration.'''
 
 
Once the publishing process has completed, the published configurations will be removed from the '''To Publish''' list and appear in the '''Published''' list.
 
  
 
&nbsp;
 
&nbsp;
  
'''Figure 4:Published List'''
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== <span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish"><span class="mw-headline" id="Manually_Publish">Manually Publish</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ==
  
[[File:CP Published List.png|CP_Published List]]
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When changes need to be published and&nbsp;'''Auto Publish''' is not configured, users can manually publish the configurations.
  
<br/> <br/> To view detail about the pending or published configurations,
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To manually publish,
  
#Double click the desired configuration from the corresponding list to open the '''Details''' pop-up window.  
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Navigate to Administration > Generic Attribute Maintenance.Check the generic attribute "auto_configuration_publish" and "allow_configuration_publish" set it to "'''false'''" if the attributes value are&nbsp;set as "'''true'''".&nbsp;
  
The '''Details''' pop-up window displays the following fields
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Pending changes to publish will display in the '''To Publish''' grid.&nbsp;
  
Origin - The area where the configuration was made. Event - Tells whether the change was new (INSERT), an UPDATE, or DELETE. Qty - Quantity
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<br/> '''Figure 4: To Publish List'''
  
&nbsp;
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[[File:CP ToPublishList.png|900px|CP ToPublishList.png]]
 
 
'''Figure 5: Details pop-up window'''
 
 
 
[[File:CP Details.png|700px|CP_Details]]
 
  
 
&nbsp;
 
&nbsp;
  
=== Export ===
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#Select the '''Publish All '''button to publish all pending configurations.&nbsp;
  
Both the '''To Publish''' and '''Published''' can be exported to several different file types.
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&nbsp;Once the publishing process has been completed, the published configurations will be removed from the '''To Publish''' list and appear in the '''Published''' list.&nbsp;
  
To Export a grid list, select the '''Export''' button for the desired grid, then select the desired file type.
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'''Figure 5: Published List'''
  
Supported file types:
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'''[[File:CP PublishedListp.png|900px|CP PublishedListp.png]]'''
  
*CSV
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&nbsp;
*PDF
 
*HTML
 
*XLS
 
*Custom
 
  
The '''Custom''' option is used to export only selected fields.<br/> &nbsp;
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To view detail about the pending or published configurations, &nbsp;
  
'''Figure 6: Export'''
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#Double click the desired configuration from the corresponding list to open the '''Details''' pop-up window.
  
[[File:CP Export.png|700px|CP_Export]]
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The '''Details''' pop-up window displays the following fields &nbsp;
  
Due to'''reducing''' the retrieving data time to export, the application provides an option to export data for the last 3 months instead of all data since the first day.
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*'''Origin''' - The area where the configuration was made.&nbsp;
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*'''Event''' - Tells whether the change was new (INSERT), an UPDATE, or DELETE.  
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*'''Qty''' - Quantity
  
Select the option'''Export 3 Months '''and select '''Export''' to get the report with the last 3 months.&nbsp;
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<br/> '''Figure 6: Details pop-up window'''
  
'''Figure 7: Export 3 Months Option'''
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[[File:CP Detailspopuopwindow.png|700px|CP Detailspopuopwindow.png]]
  
[[File:CP Export 3 Months Option.png|CP_Export3 Months Option]]
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&nbsp;
  
= Document Revision History =
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&nbsp;
  
 
&nbsp;
 
&nbsp;
  
{| border="1" class="wikitable"
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=== <span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span class="mw-headline" id="Export"><span style="font-family:Times New Roman,Times,serif;">Export</span>'''&nbsp;'''</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> ===
|-
 
! style="text-align: center; background-color: rgb(0, 168, 168); width: 52px;" | Date
 
! style="text-align: center; background-color: rgb(0, 168, 168); width: 102px;" | Author
 
! style="text-align: center; background-color: rgb(0, 168, 168);" | Title
 
! style="text-align: center; background-color: rgb(0, 168, 168);" | Version
 
! style="text-align: center; background-color: rgb(0, 168, 168); width: 573px;" | Change Reference
 
! style="text-align: center; background-color: rgb(0, 168, 168); width: 146px;" | Approved by
 
|-
 
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08/01/13
 
  
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Both, '''To Publish '''and '''Published''' can be exported to several different file types.
Elaine Fonaro
 
  
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To export a grid list, select the '''Export''' button for the desired grid, then select the desired file type,&nbsp;an automatically file will be downloaded onto the user's desktop.
Technical Writer
 
  
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Supported file types: &nbsp;
1.0
 
  
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*CSV
Initial SO Work Instruction for MDS Portal
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*HTML
 +
*PDF
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*XLS
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*Custom
  
| &nbsp;
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'''<u>Note:</u> '''The Custom option is used to export only selected fields.
|-
 
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02/25/15
 
  
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&nbsp;
Ashley Martin
 
  
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'''Figure 7: Export'''
Technical Writer
 
  
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[[File:CP ExportFile.png|900px|CP ExportFile.png]]
1.0
 
  
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&nbsp;
Added Sales Order Browser Information.
 
  
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==== <span class="mw-headline" id="Export_the_last_3_months"><span class="mw-headline" id="Export_the_last_3_months"><span style="font-family:Times New Roman,Times,serif;"><span class="mw-headline" id="Export_the_last_3_months"><span class="mw-headline" id="Export_the_last_3_months"><span class="mw-headline" id="Export_the_last_3_months"><span class="mw-headline" id="Export_the_last_3_months">Export the last 3 months</span></span></span></span></span></span></span> ====
|-
 
|
 
02/03/16
 
  
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To reduce the retrieving data time to export, the application provides an option to export data for the last 3 months instead of all data since the first day.&nbsp;Select'''Export '''to get the report from the last 3 months
Dane Parker
 
  
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'''Figure 8: Export the last 3 months'''
Technical Writer
 
  
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&nbsp;&nbsp;[[File:CP logo1.png|CP logo1.png]]&nbsp;&nbsp;
1.0
 
  
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&nbsp;
Updated some images and some contents
 
 
 
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|-
 
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04/03/16
 
 
 
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Elaine Fonaro
 
 
 
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Technical Writer
 
 
 
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1.0
 
 
 
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Updated Oracle occurrences to ERP
 
 
 
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|-
 
 
 
[[Category:Pages with broken file links]]
 

Latest revision as of 15:08, 13 June 2024

42Q Home > Shop Floor Control > Configuration > Configuration Publish
 

 


 

 

Shop Floor Configuration
Configuration
Configuration Publish
Version MES 15.81
Revision D1
 

 

 

 

Introduction

The Configuration Publish Portlet is used to publish configuration changes for use with Conduit and has the ability to automatically or manually publish these configurations within the portlet.

To access the Configuration Publish page, navigate to Shop Floor Control > Configuration > Configuration Publish.
 

Figure 1: Configuration Publish Access

CP ConfigurationPublishMainPage.png

 

This portlet displays a top panel with two grids underneath: To Publish and Published. The top panel displays the number of pending configurations to publish.

Note: If there are pending configurations that need to be manually published, the Publish All button will display. Pending configurations appear in the To Publish list, while changes already published are viewable in the Published list.  

 

Auto Publish

Configuration Publish will automatically publish configuration changes when the auto-configuration generic attribute is active.

To use auto-publish, 

  1. Navigate to Administration > Generic Attribute Maintenance
  2. Search the generic attributes “auto_configuration_publish” and “allow_configuration_publish”,  select the Generic Attribute and select the Edit Generic Attribute to edit the value. For more information on setting generic attributes, see Generic Attribute Maintenance.   

Note: If the generic attributes are not added, Configuration Publish will be disabled and the user will have to manually add both generic attributes.

 

Figure 2: Auto Configuration Publish

CP AutoConfigurationPublish.png

 

  1. A pop-up window will appear with the Table, Attribute Name and Value. Set the value to “true” and select Save.

Figure 3: Edit Value

CP EditValue.png

 

Once this is done, the saved changes will be automatically published in SFDC Configuration.

 

Manually Publish

When changes need to be published and Auto Publish is not configured, users can manually publish the configurations.

To manually publish,

Navigate to Administration > Generic Attribute Maintenance.Check the generic attribute "auto_configuration_publish" and "allow_configuration_publish" set it to "false" if the attributes value are set as "true". 

Pending changes to publish will display in the To Publish grid. 


Figure 4: To Publish List

CP ToPublishList.png

 

  1. Select the Publish All button to publish all pending configurations. 

 Once the publishing process has been completed, the published configurations will be removed from the To Publish list and appear in the Published list. 

Figure 5: Published List

CP PublishedListp.png

 

To view detail about the pending or published configurations,  

  1. Double click the desired configuration from the corresponding list to open the Details pop-up window.

The Details pop-up window displays the following fields  

  • Origin - The area where the configuration was made. 
  • Event - Tells whether the change was new (INSERT), an UPDATE, or DELETE.
  • Qty - Quantity


Figure 6: Details pop-up window

CP Detailspopuopwindow.png

 

 

 

Export 

Both, To Publish and Published can be exported to several different file types.

To export a grid list, select the Export button for the desired grid, then select the desired file type, an automatically file will be downloaded onto the user's desktop.

Supported file types:  

  • CSV
  • HTML
  • PDF
  • XLS
  • Custom

Note: The Custom option is used to export only selected fields.

 

Figure 7: Export

CP ExportFile.png

 

Export the last 3 months

To reduce the retrieving data time to export, the application provides an option to export data for the last 3 months instead of all data since the first day. SelectExport to get the report from the last 3 months

Figure 8: Export the last 3 months

  CP logo1.png