ANTEROS, Category: Administration

Administration

Administration Overview The ANTEROS administration area allows users to create categories and parameters. These actions, however, require the appropriate rights to be assigned to the user account.
Classification editor Overview In order to ensure information can be found quickly and precisely both by you during data maintenance and by your customers in the print/web catalogs, a classification must be established in advance. The classification defines the structure of the data in a structure tree consisting of categories (e.g. gas and equipment) and a series of parameters for each category (e.g. pressure and delivery quantity). The categories and parameters can then be used later to enter product data into the catalog system. In addition, the classification can be used to search more precisely (e.g. ball valves with devices with a delivery quantity between 10 and 20). A classification is a hierarchical arrangement of categories. It has a unique identifier or code, a name and a description. This information may also be available in different languages. To edit a classification, click on the menu item "Classification" in the "Admin" menu. Here you will find the layout you are already familiar with. On the left side is the classification tree and on the right side the editor, in which you can edit a category.
Defining Categories of a Classification Three cases are distinguished when defining a new classification category: the creation of a main category, that is, a category on the highest hierarchy level. creating a subcategory, that is, a category within the tree or at the lowest level (leaf category). creating a neighboring category, that is, a category that is on the same level as the category you opened in the editor. After you click on the New icon in the bar above the editor, a window will open and you can decide which type of categories you want to create and which classification you want to assign it to. This window also contains the generated unique code for the new category.
The category opened in the editor is highlighted in blue on the left side of the classification tree. A category allows you to store general information and parameters in different tabs: General: This includes the code, the sorting criteria, the name and the description. If a mandatory field has been left empty, it will be highlighted in red. Parameters: Any parameter can be defined for a category. Relations: You can assign any number of relations to a category. Media: Here you can assign images, documents and videos to the category. Publications: You can define which publication the category should be included in. Print: You can define various settings for the appearance of the print catalog. Texts: Here all texts are listed with their translation status, which are used in the category. Changes: Here you can see a listing of all changes made to the category.
Actions in the classification editor Overview The data entry form contains several icons at the top of the form that allow you to perform actions such as save or delete. Some actions are identical to the editor of, for example, product families, but some actions are unique to the Classification Editor. The following subchapters explain these functions in more detail.
Undo All unsaved changes will be undone.
New main category You can create a new main category by clicking on the New icon in the bar above the editor and selecting "New main category" in the subsequent window. An empty category will then open in the editor. Here you can enter the necessary information. After saving, the new category is appended to the end of the classification tree as the main category on the top hierarchy level.
New neighboring-category You can create a "New neighboring-category" by clicking on the New icon in the bar above the editor and selecting "New sub-category" in the following window. This will open an empty category in which you can enter relevant information.
New sub category You can create a "New subcategory" by clicking on the New symbol in the bar above the editor and selecting "New subcategory" in the subsequent window. An empty category will also open here where you can enter additional information. The newly created category will be set as a sub category of the one that was originally open when the "New Subcategory" icon was selected and will be displayed in the classification tree once saved. Note that sub-categories can inherit parameters and the like from the main category.
Remove category When permanently deleting a category, it is necessary to distinguish between two variations. The less complicated variant is to delete a category if, for example, no products or the like are assigned to it. In this case, simply click on the delete icon and confirm the deletion. In the case of a category that still has subcategories, after clicking on the delete icon you must select whether the subcategories should also be deleted. If you decide to do so, you can also specify whether the products and product families contained should also be deleted.
Change parent category Clicking on the hierarchy symbol in the bar above the editor will open a small window in which you can edit the status of the category within the hierarchy. A number of options are available: If the category was previously a main category, you can now make it a sub-category of another category. You have to click on the future parent category and then use the button "Set parent category". If the category was previously a sub-category and should now become a main category, all you have to do is click on the button "Make it the main category". If the category is and should remain a sub-category and you want to assign it to a new main category, select the new main category and confirm the selection by clicking the button "Set parent category".
History The history provides an overview of the edited products/product families. The "<-" icon loads the previous object from history into the editor and the "->" icon loads the next object.
Clipboard The category editor lets you copy the category you are currently editing to the clipboard and paste it into another category context along with its sub-categories. When pasting the category from the clipboard, a duplicate of the categories and their sub-categories is created. This means that you can duplicate whole subtrees. When pasting, it is ensured that the duplicated category in the new context contains at least all parameters as in the original context, i.e. all local and inherited parameters of the original category are copied, if they are not inherited in the new context.
Print preview To generate the print preview for this product family with the current data, you can select the "Print Preview" action. As a result, the generated print file will be offered to you for download. For the PDF format, a PDF viewer program (e.g. Adobe) must be installed on your computer, for INX the Adobe InDesign program.
Maximize The button in the upper right corner next to the language selection allows you to maximize the editor over the entire window or undo the maximization of the editor.
Tabs in the classification editor General tab You can enter elementary data in the "General" input area. The mandatory fields are indicated by a different colour. The information in this tab includes code, sort criteria, name, description and synonyms.
The " Code " input field allows you to enter an identifier or code for the product family. You must select a code that is unique to the catalog, otherwise you will receive an error message when saving. It is recommended that you choose a descriptor that is easy to understand and remember. After clicking on the New symbol, the system always sets a code based on the current time (to the millisecond). However, this code is not "speaking", meaning not always easy to understand and remember, and can make later searches or changes more tedious. For this reason, you can also provide your own separate identifier in the Code field. Recommendation: Only use letters and numbers for the code and, if possible, only a dot, hyphen or underscore as special characters in the code. The use of the special characters @ ' " \ = ß will prompt an error message, as these characters are not allowed.
Besides changing the order of objects by arrow keys or drag & drop, the “Sort key” data entry field lets you enter character strings according to which the product families are sorted and displayed one below the other. The products are sorted lexically in ascending order, like in a dictionary. Please note that unlike in a dictionary, capital letters precede lowercase letters (e.g. order: A,B,... a,b,..). You can also use numbers. This only works, however, if the numbers are of a fixed length with leading zeros(e.g. length 4, 0001-9999). This field is preset with a number in the input form. This number is based on the current time. If you retain this field, your objects are sorted chronologically according to the time of entry.
In this field, the name of the object can be added.
You should enter an explanation in the "Description" field. The description can be displayed in the lists, in print, web or apps. You can format this description by using the formatting elements in the toolbar.
Parameter tab The "Parameters" tab is used to define the possible parameters that can be maintained in assigned product families / products in the "Parameter values" tab.
A search feature is provided to facilitate the targeted editing of certain parameters. The gears icon can be used to specify whether the search is to be performed on the code or on the name. When changing the category / product type / structured type, the search filter is preserved. Thus, certain parameters can be edited quickly.
Furthermore, it is now possible to quickly select multiple parameters via a checkbox in the "Parameters" tab. The selected parameters can all be deleted via the X-button next to the checkbox in the table header. Inherited parameters are not deleted, however, only local ones, since deleting inherited parameters would affect secondary categories, which would cause unwanted page effects.
Selected parameters can also be copied to a clipboard in order to paste them into another category, product type or structured type. Appropriate buttons are available for this purpose in the toolbar. It is possible to copy parameters from one category to another category of the same or another classification. Parameters can also be copied from a category to a product type or a structured type and vice versa.
Relations Tab In this tab you can set various relations to other products or product families. Using these relations, your customers can navigate between the objects in the web catalog/web shop with just a few clicks. In the ANTEROS standard, the relationship types "Accessories" for product families and products and "Spare parts" for products are configured. In "Accessories" the relationships are displayed individually by default and in "Spare parts" they are displayed in table form. Other relationship types can be configured in your ANTEROS application.
Existing relations can be deleted again by clicking on the X symbol. The pencil icon above the relation allows you to edit the referenced object. You can also add the object to a folder by clicking on the folder icon. To create new relations, click the arrow icon next to the input field. This will open a drop-down list that you can scroll through. Once you have found the appropriate product / product family for your new relation, simply create the relations by clicking on the object. If you already know which relation you want to create, you can enter the name or code in the input field and thus narrow down the drop-down list. Additionally, you can add multiple relations by clicking on the plus symbol on the left of the selection list. This will open a new window. In this window you can select multiple products from the list. You can further narrow down the list using the simple and advanced search. You can also select all objects or all new objects using the respective button to add them. To add the selected objects to the relations, click the "Add" or "Add and close" button afterwards.
Media tab The Media tab lists all media objects with the types Image, Document and Video. By clicking the checkbox you can choose to display only the media objects in the current language. There is a separate sub-tab for each of these types. A specialty of working in the Media tab is that here you also have the option to directly upload media objects that have not yet been included. Along with the media assets, you can upload one or more media files at once. To upload multiple media files, click on the Upload button. This will open a new dialog. Here you can upload media files in the same way as with the media assets, by selecting them from the file explorer or dragging and dropping them in. You can also drag and drop media files from the File Explorer directly into the Media tab. These are then directly imported into the media database and linked to the data object. In addition, you can assign them directly to the object opened in the editor and thus save an intermediate step. Further input options for media are described in the chapter "Media assets".
Publications Tab Here you will find a list of all publications, some of which are differentiated between print and web presentation. You can select these representation types by selecting the appropriate checkboxes. Publications that have yet to be assigned to a higher-level object are indicated by a gray inheritance icon in front of the publication. If you place the mouse pointer over the symbol, the tooltip shows from which category the assignment is inherited. Here you can simply select the checkbox and to assign the publication to an object. On the other hand, if an assignment to a publication has already been set in a parent object, there is a blue inheritance icon in front of the publication. Here you can only change the inherited settings if you have clicked on the inheritance icon and the checkbox is no longer grayed out. If you place the mouse pointer over the symbol, the tooltip shows from which category the assignment is inherited. The information you enter here will be inherited by the associated products. However, you can overwrite these inherited specifications in the publication tab of the products.
Print tab Various print-specific data and options can be saved under "Print", which are used to generate the print documents. You can specify general settings, such as page break, as well as more specific settings, such as the table layout. If you make a selection here, the selected data applies to all product data in this category. The Print tab is divided into two areas, the Layout Settings and the General Specifications. By default, the layout settings are open first, divided into different expandable blocks that can be opened by clicking on the title bar (e.g. "Product family block"). Regarding the layout settings, you can make general decisions for the product pages. To do this, you can select a layout variant from the following: Product images Product tables Images next to and below each other, the product table below them Images below each other, followed by the product table Images below each other, product table to the right of the images All images next to each other, the product table below them Images on the left, text on the right, product table below Images on the right, text on the left, product table below By default, the "Product table" layout variant is selected, but you can replace it with one of the other variants as you wish. In addition, you can select your desired table type from the following: Standard table Summarized table (without duplicates) Pivot table (a tool to make large amounts of data more manageable) Finally, you can specify the width of the Article Number column, the Name column, the Edit column and the Price column (each in cm) for both product tables and relationship tables. You can also manually set the width of the image column and the size of the deposited media on products. This will use the smaller value in each case, so that the images do not extend beyond columns.
To open the second area, General Specifications, just click on the grayed-out title bar here as well. The General Specifications include: Page break (yes/no) A page break is forced for all selected languages in the printed catalogs before this product family. Number of blank pages Here you can specify the number of empty pages to be inserted after the product family pages. This can be used, for example, to insert decorative pages, advertising pages, etc. into the finished PDF file later by replacing the blank pages. The blank pages ensure that the page numbering of the subsequent pages is correct despite inserting (or replacing) the decorative pages. Heading above article table Free, formatted text that is placed above the article table in the printed catalog. Subtitles above article table Free, formatted text that is placed in the printed catalog above the article table and under the heading (last point). Description under article table Free, formatted text that is placed under the article table in the printed catalog.
Translations tab If you use the ANTEROS.tm.deepl, you can use the translation help from DeepL here. For this you only have to click the edit button (pencil) in the "foreign language". This opens the translation dialog and in the bottom right corner the current text is displayed in the master language. To now have the text translated by DeepL, click on the update button next to the text "DeepL". After a few seconds the text translated by DeepL will appear. By clicking the Apply button, this translation is transferred to the editable text, where you can further adjust the text if necessary.
This tab contains all texts and corresponding translations associated with this object. By default, the "Local uses only" checkbox is selected and thus only texts used in the current product family appear in the list below. To prevent inconsistent text changes, the "Texts" tab is deactivated as soon as changes are made in any other tab. After saving your changes, the "Texts" tab will be reactivated.
Changes tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Parameter Parameters and parameter definitions In order to be able to use the same parameters in different category subtrees, e.g. a parameter "Diameter" for the category subtree of "Valves" and "Tools", ANTEROS separates parameter definition and parameter. First you create a parameter definition and then several parameters of categories can refer to this parameter definition. For these parameters, further information can be given which only refers to the corresponding category parameter. Examples of category parameter specifications are: A sort criterion for controlling the arrangement of the parameter in the advanced search, in the editor (tab "Parameter values") or in the data sheet of the web catalog / shop. an option whether the parameter should be offered in the advanced search if the category is selected an option whether the parameter should be listed as columns in the article table in the print catalog Assignments to publications & media, e.g. publication "Gesamtkatalog 2019", medium "Print". Note: The parameter definition can be created not only in the "Parameter definition" menu, but also when adding new category parameters. Here a button "New parameter definition" is offered in the New dialog.
Parameter List of a Category If the category has at least one parameter, the parameters of this category are listed in the "Parameters" tab. The parameter list contains the important properties of the parameters, such as name, description, type, unit, whether it is searchable or optional and whether it may have a maximum of one value in the products. A parameter is always inherited in the category subtree, i.e. it is automatically valid in all subcategories, i.e. in the entire subtree. Therefore, if you define the parameters as high up in the tree as possible and allow them to be inherited, this means that these parameters are valid in the so-called leaf categories (the lowest categories in the category tree): Leaf categories are important for data entry. It also means that a customer does not have to descend to the depths of the classification to include this parameter in the search query. The categories in the "Parameters" tab contain both the parameters inherited from the top categories and the parameters that are defined locally in this category. Parameters inherited from a super category are preceded by the inheritance symbol. If you hover your cursor over this symbol, a tooltip will appear, indicating from which category the parameter was inherited. You can remove parameters that have not been inherited from the category by clicking on the X symbol.
You can move parameters of a category very easily using the arrows on the far right. Use the down arrow to move the parameter down one position in the list and the up arrow to move it up one position. You can also use drag-and-drop to re-sort the parameters. The Sort criterion field of the parameter is changed internally. The sort criterion is a data field in the parameter editor, General tab (for details see in the corresponding chapter). If you have made changes to a parameter, e.g. changed the sorting, the Undo icon is no longer grayed out and you can undo the unsaved changes.
Create a new parameter 1. Create a new parameter with a new parameter definition If you do not want your new parameter to be based on an existing parameter definition, click the "New Parameter Definition" button at the top. You will then see a window in which you can enter the most important characteristics of the parameter definition editor (code, name, type and unit). After clicking the "Create" button below, this new parameter definition is created and you return to the list of existing parameter definitions for your new parameter for the selected category. The new parameter definition is already in the lower selection list. Note: To efficiently create multiple parameters for a category, select multiple parameters at the top of the list of parameter definitions so that they all appear at the bottom of the drop-down list.
2. Create a new parameter based on an existing parameter definition Parameters can be created based on existing parameter definitions to use the parameter definitions in multiple sub-trees of the classification or across multiple classifications. Use keyword search to find the relevant parameter definition and select it by clicking on the '+'-icon. You can also select several parameter definitions and thus very efficiently create several parameters for a category. Special case: Change default values along the inheritance path: It is also possible to work with different default values within a tree if the parameter has been defined as inheritable. In this case, define the first parameter of the tree as inheritable, define the default values there, and then change the default values for individual subcategories at different levels. This is useful if there are value restrictions for the entire category hierarchy.
Changing parameters in the parameter definition editor To modify a parameter, select the corresponding category in the tree by clicking on the category name. All parameters in this category or those inherited from supercategories appear in the "Parameters" tab in the right-hand section of the window. The parameters can be changed using the edit-icon. In the case of inherited parameters, you will want to edit to the original definition of the parameter. Inherited parameters are marked by the symbol which is displayed instead of the delete symbol. In order to make it easier for you to find this category with the parameter definition above in the classification tree, the name is displayed next to the parameter. Click on the edit icon to change the data for a parameter defined in this category. The system displays an input form filled with information about the parameter.
In the parameter editor, you can change the sorting for this category, options such as MUST/CAN field, searchable, publication assignment, and so on. To make changes to the parameter definition of this parameter, click the blue "Edit Parameter Definition" icon below. The following applies: You cannot change the code and type if data has already been entered for this parameter definition. In the parameter definition editor, changes to the Name, Description and Unit fields affect all parameters that are based on the same parameter definition, i.e. have the same code. This does not apply to options such as searchable, optional, single value, and so on. For more details, see the Parameter Def: List+Editor chapter as included in the main chapter Administration.
Product types Overview Please notice that the product types are no enabled by default. Please contact your project manager to enable this function if you wish to use it.
The product type is a concept used to define the possible parameters of products and product families. With this, you can create a list of all possible product types, which is a sort of list of characteristics. The product types can have category assignments in addition to parameters. The products and product families inherit the category assignments from their product types. A product family or product can have one or more product types set in it. This way, the parameters defined in the product types are presented in the Parameter values tab. There is a separate sub-tab with the corresponding parameter values for each selected product type. In addition, the product or product family is ( indirectly ) assigned to the categories of the assigned product types. If assigned product types have categories, then the category area in the "Categories" tab in the product or product family editor is thus restricted to these. If a main or intermediate category is set in an assigned product type, then only sub-categories of it can be seen and assigned in the product family or product. If a leaf category is already set in an assigned product type, it is no longer possible to change categories in the product family or the product to the corresponding classification. Example: "Gas filter" product type with the "Dimensions" parameter and 2 categories:
The use of product types is optional and, depending on the data structures, can facilitate data maintenance and structuring. Here are two approaches where the use of product types is advantageous: 1. Parameterization separate from structure. Define all possible basic product types and define the possible parameters in them. The product families or products are then only assigned to the product types and thus receive the information on the possible parameters. The structuring of the products and product families is done independently by one or more classifications. These thereby form a kind of overview of the product data, e.g. for the navigation in a store or for the structuring of the chapters of a print catalog. No matter how many categories or classifications the products and product families are in, the parameterization is clearly controlled by the product types. This facilitates the definition of parameterization when using multiple categorization. If necessary, additional parameters can be stored in the categories. This allows definition of basic parameters in the product type and expansion with specific parameters in the categories. 2. Parameterization and categorization In addition to defining parameters in product types, the categories can also be assigned here already. A category selection in the products and product families is thus no longer necessary, since this is controlled centrally via the product type. This makes it easier to restructure product data, for example, because only the product types need to be reassigned. This means that product types can also replace previous leaf categories. This makes the structure more flat and simple and allows product types to represent the same leaf category in different classifications. In combination with the use of different classifications, e.g. standard classifications like ETIM and eCl@ss in addition to your own, the mapping to further classifications can be controlled centrally via the product types. If a product type is assigned to a main or intermediate category, only its sub-categories are available for selection in the product family editor for the classification concerned. The range within classifications can be restricted accordingly via product types. The use of product types is also useful if products or product families have to be assigned to multiple / a large number of categories. If necessary, this need only be done via the product types, eliminating the tedious categorization of the product families and products, requiring only one product type to be specified. An example of the use of product types are the so-called generic articles in TecDoc data.
Here you can see all generic articles imported and entered in the system. Generic articles are base products in which some manufacturer and/or cross-brand data is already set. For example, in the generic article "V-belt" from TecDoc the assembly is fixed to "Belt drive" and it is assigned to the category Belt drive->V-belt set->V-belt. Each product is assigned to exactly one generic article and can contain further product data, e.g. the article number, the EAN, packaging information or cross references to identical parts. If you are not importing TecDoc data (whether generally or only for a specific brand), you should enter base products here.
General Tab As usual, the basic data code, sort criterion, name and description are maintained in the General tab.
Besides changing the order of objects by arrow keys or drag & drop, the “Sort key” data entry field lets you enter character strings according to which the product families are sorted and displayed one below the other. The products are sorted lexically in ascending order, like in a dictionary. Please note that unlike in a dictionary, capital letters precede lowercase letters (e.g. order: A,B,... a,b,..). You can also use numbers. This only works, however, if the numbers are of a fixed length with leading zeros(e.g. length 4, 0001-9999). This field is preset with a number in the input form. This number is based on the current time. If you retain this field, your objects are sorted chronologically according to the time of entry.
In this field, the name of the object can be added.
Parameter tab The "Parameters" tab is used to define the possible parameters that can be maintained in assigned product families / products in the "Parameter values" tab.
A search feature is provided to facilitate the targeted editing of certain parameters. The gears icon can be used to specify whether the search is to be performed on the code or on the name. When changing the category / product type / structured type, the search filter is preserved. Thus, certain parameters can be edited quickly.
Furthermore, it is now possible to quickly select multiple parameters via a checkbox in the "Parameters" tab. The selected parameters can all be deleted via the X-button next to the checkbox in the table header. Inherited parameters are not deleted, however, only local ones, since deleting inherited parameters would affect secondary categories, which would cause unwanted page effects.
Selected parameters can also be copied to a clipboard in order to paste them into another category, product type or structured type. Appropriate buttons are available for this purpose in the toolbar. It is possible to copy parameters from one category to another category of the same or another classification. Parameters can also be copied from a category to a product type or a structured type and vice versa.
Category Tab You can assign your product types to one or more categories in the Category tab. All products / product families that have this product type are automatically linked to the categories specified here. When leaf categories are assigned to the product type, these are defined in all products / product families. If main or intermediate categories are assigned to the product type, sub-categories of these can be assigned in the product families or products.
Media Tab The Media tab lists all media objects with the types Image, Document and Video. By clicking the checkbox you can choose to display only the media objects in the current language. There is a separate sub-tab for each of these types. A specialty of working in the Media tab is that here you also have the option to directly upload media objects that have not yet been included. Along with the media assets, you can upload one or more media files at once. To upload multiple media files, click on the Upload button. This will open a new dialog. Here you can upload media files in the same way as with the media assets, by selecting them from the file explorer or dragging and dropping them in. You can also drag and drop media files from the File Explorer directly into the Media tab. These are then directly imported into the media database and linked to the data object. In addition, you can assign them directly to the object opened in the editor and thus save an intermediate step. Further input options for media are described in the chapter "Media assets".
Changes Tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Parameterdef: list + editor Overview In addition, there is the menu item "Parameterdef.: List+Editor" which allows you to edit a parameter definition and create new ones. The functions of the editor are described in greater detail below. In the bar above the editor, in addition to the possibility of creating a new parameter definition, you also have the classic options of saving, undoing, deleting, viewing history and exporting. Moreover, you can change the type of the parameter definition with the button labeled with two arrows and with the last button on the right side of the bar you can see where the opened parameter definition is used.
General tab In the General tab, you can enter general information such as code, sort criteria, name, short name and description, as you would for products. In addition, you can enter more specific information about the unit, type and format and decide whether the parameter should be searchable and/or simple. To edit the type, click on the button with two arrows. This will open a small window where you can first decide whether your parameter definition refers to a simple or a structured parameter. Depending on your selection, other types are available. The following types exist for simple parameters: Text (translatable) Text (language neutral) Number range Ratio (number ratio) Time (time specification) The following types exist for structured parameters: Article dimensions packing packaging dimensions BMEcat address Address dimension type attributes base type
Options Tab The Options tab allows you to choose the following properties for your parameter: A maximum of one value in the product data If set, a maximum of one value can be stored in the data maintenance. Fast search If set, then a special search index is established for parameter values, this will speed up the advanced search above it. Furthermore, this is the only way to perform unfocused searches, e.g. using "<=" or "begin with". Name is not to be translated If set, then the dictionary entries of the name, short name, description and synonyms of this parameter definition are marked as "not translatable". These are consequently hidden in the dictionary via the deactivated "Texts not to be translated" filter and are therefore not normally taken into account in the translation process. Values are not to be translated If set, then the dictionary entries of translatable default values for this parameter definition are marked as "not translatable". These are consequently hidden in the dictionary via the deactivated "Texts not to be translated" filter and are therefore not normally taken into account in the translation process. Multiline, unformatted text (only for text parameters) If enabled, then a formatting editor for parameter values will be provided in the editor. Use formatting editor (only for text parameters) If this option is enabled and the "Multiline unformatted text" option is disabled, then a large input field without formatting is provided in the parameter values editor. Use radio buttons in editor If activated and default values are defined, then radio buttons per default value are offered in the parameter values editor instead of a selection list. Use multiple selection list in editor If activated, default values are defined and the option "Maximum of one value in the product data" is deactivated, then a selection list with multiple choices (checkboxes) is provided in the parameter values editor instead of a simple selection list for each stored value and a plus button for adding a value. Use sortable multi-selection list in the editor If this is activated, default values are defined and the option "Maximum one value in the product data" is deactivated, then a selection list with multiple choices (checkboxes) and a list below with the stored values is provided in the parameter values editor instead of a simple selection list for each stored value and a plus button to add a value. The order of the selected values can be changed in the list by drag&drop. Sort default values by content (only for text parameters) If activated, default values are defined and the option "Maximum one value in the product data" is deactivated, then the possible values in the selection lists or radio buttons are sorted in the editor according to their content in ascending order instead of according to the sorting of the default values. I.e. they are sorted according to their language-neutral value or the value translation in the operating language. Maximum value length (only for free text parameters) If a maximum length (number of characters) is stored here, then this will be verified in the editor in the input fields and an error message will appear if this length is exceeded.
Default values tab These can be maintained in the Default values tab. This means that only these can be used as parameters in the data. To create a new value, click the button above the "Defaults" label in the bar above the editor. To edit already existing default values, you can easily search for them in the search bar. You can use the gear icon in the search bar to specify whether you want to search in the code or in the value.
Translations tab This tab displays all texts and the corresponding translations for this object. By default, the checkbox "Only local uses" is selected and thus only texts used in the current product family appear at the bottom of the list.
If you use the ANTEROS.tm.deepl, you can use the translation help from DeepL here. For this you only have to click the edit button (pencil) in the "foreign language". This opens the translation dialog and in the bottom right corner the current text is displayed in the master language. To now have the text translated by DeepL, click on the update button next to the text "DeepL". After a few seconds the text translated by DeepL will appear. By clicking the Apply button, this translation is transferred to the editable text, where you can further adjust the text if necessary.
Changes tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the left. For example, in the screenshot below, after clicking on the icon, you can see which value the object (product family, product, parameter, ...) had before the change.
Calculation Rules Overview ANTEROS has a menu called "Calculation rules" in the Admin area. This aspect makes it possible to perform calculations with the parameters that have been defined. This means that it is possible to calculate a parameter value with one rule. The values used for the calculation are parameter values that have been entered and are accessed by means of placeholders. The result of this calculation is written in a target parameter. The calculation rules can be used in many ways. You can use a calculation rule to calculate values that are composed of different parameter values. This can be useful, for example, to calculate discounts per customer or for currency conversion. How the calculations work exactly is explained in the following and demonstrated by examples.
As soon as you click on the "Calculation rules" menu, you will see the following view:
The list on the left side shows all rules that have already been created. To load one of them into the editor, simply click on the corresponding line in the list. Using the "Actions" column you can also duplicate or delete a rule or create a new calculation rule. You will also find a delete and a new icon in the bar above the editor. If you click on the New icon and thus start the creation of a new calculation rule, a dialog box will open showing an automatically generated code for the rule. You can customize this code to your liking or keep the default code. After clicking on the "Create" button, an empty editor will open, where you can enter information about your new calculation rule.
Calculation rules can be applied to parameter definitions or directly to a parameter. If a calculation rule is deposited at a parameter definition, then it can be replaced with another calculation rule at the parameter. This can be done for the parameters of a category, a product type or a structured type.
General Tab You can enter a name and a description for the calculation rule in the "General" tab, as well as revise the code as you wish. It is recommended to use a code that is representative of the calculation rule.
Calculation rule tab You now have to make several decisions regarding your calculation rule in the "Calculation rules" tab before you can create the actual template for the rule. Parameter value type: Here you define the type of the parameter to be calculated. You can choose between "No value", "Text (language neutral)", "Text (translatable)", "Number" and "Number range". Data types: For the data type, you can choose from the list "Product", "Image page", "Product family", "Company" and "Website" and here you can also select several data types. Data ID: Here you select the relevant fields for your calculation rule and can give them a name with which you can usually reference the fields. In the "Template" field you can now access the previously defined fields and thus enter the actual calculation rule. The calculation rules are designed with FTL (FreeMarker Template Language). Visit this website https://freemarker.apache.org/docs/dgui_quickstart_template.html for more information about this language. Below are some examples to show you how it works. Output of the field named "length": ${length} Output the field named "length" with a default value if no other value is available: ${length!} Area calculation with the fields "length" and "width": ${length * width} Output, if field "length" is set: [#if length??]Length set[/#if] Output depends on whether field "length" is set: [#if length??]length set [#else]length not set [/#if] for another nested if statement there is also [#elseif] Output of multiple values from a parameter with the name "values": Output of the first value: ${values} Output of all values separated by "/": ${values?join(" / ")} Output of all values in a list: see https://freemarker.apache.org/docs/ref_directive_list.html At the bottom of the tab you will find a preview function that allows you to select data objects according to the stored data types in order to see the result or to receive errors if the template contains errors. In the parameter definition editor you can select a defined calculation rule according to the value type. This is not possible if default values exist.
A preview function is available below the template. Here you can select a data object corresponding to the data types set above. The result of the calculation is displayed below. If the template is faulty, this will be displayed to the right of the "Refresh" button. For example, if you access a variable without checking whether it is assigned a value (e.g. with "!": ${length!} or [#if ...??]):
Changes Tab In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.
There are various filter options available so that you can find out about the many points of specific changes. Date: Here you can restrict the period of the changes. Editor: Here you can specify whether only changes made by you are to be displayed. Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.
Structured types Structured types can be used to create structured parameters that consist of multiple parameters. For example, a parameter "Dimension", which consists of the sub-parameters "Length", "Width" and "Height". This example will now be used to explain the creation process in further detail. Three steps are necessary for the implementation of parameters with structured types: 1. create parameter definitions for the sub-parameters, i.e. length, width and height in the example. 2. create a structured type with the sub-parameters 3. in the classification editor, create the structured parameter at a category and use "Structured Type" as type. These steps are explained in the text and screenshots below.
Once again the three steps to create structured parameters: 1. create parameter definitions for the sub-parameters, i.e. length, width and height in the example 2. create a structured type with the sub-parameters 3. create the structured parameter for a category in the classification editor and set it as the "structured type ". In step 1, go to the Admin menu and the item Parameterdef.: list+editor to create a parameter definition for the sub-parameters. In step 2 you create a structured type. To do this, go to "Structured Types" in the Admin menu at the top and click on the new icon above the editor. Next, give the new type a meaningful name in the editor. This is important because you will have to select this type later when creating the "Dimension" parameter. In this example, we call the structured type "Dimension Types". Here it is verified whether a cycle exists in the stored structured type due to a new parameter, e.g. if one of the added parameters has the current structured type. Finally, save your changes.
Navigate to the "Parameters" tab in the editor and click on the button above the "Parameters" label in the bar at the top of the editor. This opens a window in which you select the parameter definitions "Length", "Width" and "Height" and assign them to the type. If you forgot to create the definitions beforehand, simply click on the corresponding button. Now, in the "Parameters" tab, you can see the added parameters.
Step 3: Once you have successfully added all parameters, you can create a new "Dimension" parameter in the relevant category in the classification editor. To do this, click on the corresponding icon and select "Create new parameter definition". In the window that opens, select the "Structured" parameter type. After that, the previously created structured type "Dimension type" must be selected from the drop-down list. It is also important that you give the parameter a name, e.g. Dimension. In order for the created sub-parameters to be printed, you must set the "In Print" option in the Structured Type Editor.
Maintenance Maintenance Process The maintenance menu in the ANTEROS standard provides actions to update the data statistics, calculate new calculation formulas and update quality levels. Data Statistics: The data statistics ensure, among other things, that the number of products, product families, images and documents in the classification tree shown in the square brackets is updated to reflect the data objects currently available in the database. The data statistics are used in data maintenance and in the web catalog / store to only show categories with at least one product / product family for category navigation and to only provide the parameters and parameter values in the (faceted) parameter search that lead to a result. The data statistics can be updated using an option for the product data (relevant for PIM and web catalog / store), and / or for the media data (relevant for the media portal). Note: If you have many products in the PIM, the execution may take longer. Tip: The update can be performed nightly. To do this, the "Start directly" checkbox must be unchecked and the start time must be specified. If desired, an additional refresh can be set up, e.g. every day. In the data statistics the following aspects are stored: - How many data objects are there per category? - Which parameters and parameter values are used in the data objects in the respective categories? An update only makes sense if the data has been changed in terms of scope, category assignment or with regard to the parameter values. Quality levels: If you have created a new quality level with corresponding parameters, then you can use the checkbox here to ensure that these are entered in the index. This quality level will then be displayed in the Advanced Search of Products in the "Processing Status" section, under "Unfulfilled Quality Levels" (if necessary, log out and log in again beforehand). This allows you to create inspection reports that indicate in the dashboard how many and which products do not meet this quality level. Set translation status in all dictionary entries for new data languages: This operation checks in every dictionary entry to see if a language does not have a translation status set. If this is the case, the initial translation status "translation required" is set for the respective language. This maintenance process should be performed when new data languages have been installed. Calculation formulas: If you have created a new calculation formula for calculating a parameter by formula from another parameter (e.g. using the calculation diameter-in-mm to calculate the diameter-in-in-inch value) in the administration area, you can use it to automatically calculate the values for all relevant products and product families. If you enter the initial value manually in the product (family) editor, the other parameter value is automatically calculated according to the calculation formula when the object is saved and displayed in the editor (if necessary after changing tabs). Data checks: There are new " Validator" type plugins available. These are small data validators that are called when saving. There is also a maintenance process to run data validators on all or selected data. There is also a maintenance process to check all products / product families. In the maintenance process one or more can be selected from the list of all installed data validators. The data check results are provided as an Excel file. Article number search index: The article numbers and codes of products and product families are linked to the media objects of these objects, allowing the media objects to also be found via the article numbers of associated products or product families. Update search indexes for media objects: This allows the categories from the product data to be inherited by the linked media objects. Thus, the media objects can also be found using the categories of the linked product data. Update search indexes: Allows you to update various search indexes of data objects such as category search index, product type search index. You should run this maintenance process on data objects whose search index is not up to date. Recalculate media variants Allows you to recalculate all media variants without having to re-upload the media file. This is useful, for example, if new customer-specific variants have been added or the rules for calculating media variants have been changed.
Options The options listed here depend on the maintenance process selected. Data statistics: The following options are available here: Update data statistics for product data. If activated, the data statistics for products and product families will be updated Update data statistics for media data If activated, then the data statistics for media objects will be updated Create index also per publication If activated, then an additional data statistic will be created for each publication. This is especially useful in web catalogs / stores that offer different product ranges via publications. Quality levels, calculation rules, data checks: Here you can restrict the data for maintenance by means of the data type, the data types and attribute conditions. Article number search index: Here you can restrict the relevant media objects for maintenance using a media type and attribute conditions. There is a further section "Validations" devoted to data checks. Here you can determine the following factors: Mandatory parameter check: Here you answer the question of whether a check of all mandatory parameters should be carried out. TecDoc basic data validations: This validator carries out basic data checks on data objects that do not require a great deal of effort, so that they can be performed automatically whenever data is changed. TecDoc extended data validations: This validator performs extended data checks on data objects that may require a great deal of effort / computing time, so that they should not be performed automatically each time data is changed. Recalculate media variants: The option "Recalculate existing MEdia variants" is available here. If this option is activated, all media variants are recalculated. If this is not activated, only missing media variants will be calculated and already existing ones will be preserved. If you have selected the media type "Image", "Document" or "eVideo" instead of "All", you can specify which media variants should be recalculated in the "Media variants" option. Run data checks: The following options are available here: Check maximum length of parameter values: This checks that the length of all parameter values, does not exceed the maximum length set in the parameter definition options. Check mandatory parameter values: This checks whether all mandatory parameter values are stored. Check value restrictions: This checks whether the values of parameters comply with their value constraints. Suitable for online store, i.e. with name, price and image: This quality level is achieved when a product contains a name, price and image and is therefore suitable for presentation in an online store.
Execution settings Finally, you can add a note to the maintenance and decide whether the process should be performed immediately or at a later time. If you decide on a later time, you must also specify a start time and can also define whether the process should be repeated at a certain time interval. If you want to be informed about the start and progress of the maintenance process, you can have the system send you e-mails about this. Here you can even enter multiple e-mail addresses, each of which must be separated by a comma or semicolon.
Process monitor The process monitor keeps all executed processes available after completion, so you can download an exported file or a created print catalog here at any time. The processes are listed in a table and the entries can be sorted according to the individual columns. Simply click on the arrows next to the column name and another click will change the sorting from ascending to descending or vice versa. You can define how long the completed processes are to be stored. By default, directly started processes are stored for 5 days and those started in the background are saved for 30 days. In addition, a tab is created for each started process (import, export, print, maintenance). Thus, several processes can be started in parallel or directly one after the other and you can access all results directly without having to switch to the process monitor. For example, you can start the creation of a print catalog in German and English directly one after the other. In the respective tab you can see the progress of the print generation. After completion, you can see the result in the respective tab and download the catalog.
After starting a process, you can follow its execution directly in the process monitor, since the progress of all running processes is updated in real-time here. A click on the "Details" icon opens a new dialog with a progress bar and the message board, in which the process flow messages are displayed. You can also display filters, such as notes and warnings.
Restarting the Liferay portal keeps planned or running processes intact. These are automatically restarted after the restart.

Overview

The ANTEROS administration area allows users to create categories and parameters. These actions, however, require the appropriate rights to be assigned to the user account.

Classification editor

Overview

In order to ensure information can be found quickly and precisely both by you during data maintenance and by your customers in the print/web catalogs, a classification must be established in advance. The classification defines the structure of the data in a structure tree consisting of categories (e.g. gas and equipment) and a series of parameters for each category (e.g. pressure and delivery quantity). The categories and parameters can then be used later to enter product data into the catalog system. In addition, the classification can be used to search more precisely (e.g. ball valves with devices with a delivery quantity between 10 and 20).

A classification is a hierarchical arrangement of categories. It has a unique identifier or code, a name and a description. This information may also be available in different languages.

To edit a classification, click on the menu item "Classification" in the "Admin" menu. Here you will find the layout you are already familiar with. On the left side is the classification tree and on the right side the editor, in which you can edit a category.

Defining Categories of a Classification

Three cases are distinguished when defining a new classification category:

the creation of a main category, that is, a category on the highest hierarchy level.
creating a subcategory, that is, a category within the tree or at the lowest level (leaf category).
creating a neighboring category, that is, a category that is on the same level as the category you opened in the editor.

After you click on the New icon in the bar above the editor, a window will open and you can decide which type of categories you want to create and which classification you want to assign it to. This window also contains the generated unique code for the new category.

The category opened in the editor is highlighted in blue on the left side of the classification tree. A category allows you to store general information and parameters in different tabs:

General: This includes the code, the sorting criteria, the name and the description. If a mandatory field has been left empty, it will be highlighted in red.
Parameters: Any parameter can be defined for a category.
Relations: You can assign any number of relations to a category.
Media: Here you can assign images, documents and videos to the category.
Publications: You can define which publication the category should be included in.
Print: You can define various settings for the appearance of the print catalog.
Texts: Here all texts are listed with their translation status, which are used in the category.
Changes: Here you can see a listing of all changes made to the category.

Actions in the classification editor

Overview

The data entry form contains several icons at the top of the form that allow you to perform actions such as save or delete.
Some actions are identical to the editor of, for example, product families, but some actions are unique to the Classification Editor.

The following subchapters explain these functions in more detail.

Undo

All unsaved changes will be undone.

New main category

You can create a new main category by clicking on the New icon in the bar above the editor and selecting "New main category" in the subsequent window. An empty category will then open in the editor. Here you can enter the necessary information.
After saving, the new category is appended to the end of the classification tree as the main category on the top hierarchy level.

New neighboring-category

You can create a "New neighboring-category" by clicking on the New icon in the bar above the editor and selecting "New sub-category" in the following window. This will open an empty category in which you can enter relevant information.

New sub category

You can create a "New subcategory" by clicking on the New symbol in the bar above the editor and selecting "New subcategory" in the subsequent window. An empty category will also open here where you can enter additional information.
The newly created category will be set as a sub category of the one that was originally open when the "New Subcategory" icon was selected and will be displayed in the classification tree once saved. Note that sub-categories can inherit parameters and the like from the main category.

Remove category

When permanently deleting a category, it is necessary to distinguish between two variations.
The less complicated variant is to delete a category if, for example, no products or the like are assigned to it. In this case, simply click on the delete icon and confirm the deletion.
In the case of a category that still has subcategories, after clicking on the delete icon you must select whether the subcategories should also be deleted. If you decide to do so, you can also specify whether the products and product families contained should also be deleted.

Change parent category

Clicking on the hierarchy symbol in the bar above the editor will open a small window in which you can edit the status of the category within the hierarchy. A number of options are available:

If the category was previously a main category, you can now make it a sub-category of another category. You have to click on the future parent category and then use the button "Set parent category".
If the category was previously a sub-category and should now become a main category, all you have to do is click on the button "Make it the main category".
If the category is and should remain a sub-category and you want to assign it to a new main category, select the new main category and confirm the selection by clicking the button "Set parent category".

History

The history provides an overview of the edited products/product families. The "<-" icon loads the previous object from history into the editor and the "->" icon loads the next object.

Clipboard

The category editor lets you copy the category you are currently editing to the clipboard and paste it into another category context along with its sub-categories. When pasting the category from the clipboard, a duplicate of the categories and their sub-categories is created. This means that you can duplicate whole subtrees. When pasting, it is ensured that the duplicated category in the new context contains at least all parameters as in the original context, i.e. all local and inherited parameters of the original category are copied, if they are not inherited in the new context.

Print preview

To generate the print preview for this product family with the current data, you can select the "Print Preview" action. As a result, the generated print file will be offered to you for download. For the PDF format, a PDF viewer program (e.g. Adobe) must be installed on your computer, for INX the Adobe InDesign program.

Maximize

The button in the upper right corner next to the language selection allows you to maximize the editor over the entire window or undo the maximization of the editor.

Tabs in the classification editor

General tab

You can enter elementary data in the "General" input area. The mandatory fields are indicated by a different colour. The information in this tab includes code, sort criteria, name, description and synonyms.

The " Code " input field allows you to enter an identifier or code for the product family. You must select a code that is unique to the catalog, otherwise you will receive an error message when saving. It is recommended that you choose a descriptor that is easy to understand and remember.

After clicking on the New symbol, the system always sets a code based on the current time (to the millisecond). However, this code is not "speaking", meaning not always easy to understand and remember, and can make later searches or changes more tedious. For this reason, you can also provide your own separate identifier in the Code field.

Recommendation: Only use letters and numbers for the code and, if possible, only a dot, hyphen or underscore as special characters in the code. The use of the special characters @ ' " \ = ß will prompt an error message, as these characters are not allowed.

Besides changing the order of objects by arrow keys or drag & drop, the “Sort key” data entry field lets you enter character strings according to which the product families are sorted and displayed one below the other.
The products are sorted lexically in ascending order, like in a dictionary.

Please note that unlike in a dictionary, capital letters precede lowercase letters (e.g. order: A,B,... a,b,..). You can also use numbers.
This only works, however, if the numbers are of a fixed length with leading zeros(e.g. length 4, 0001-9999).

This field is preset with a number in the input form. This number is based on the current time. If you retain this field, your objects are sorted chronologically according to the time of entry.

In this field, the name of the object can be added.

You should enter an explanation in the "Description" field. The description can be displayed in the lists, in print, web or apps. You can format this description by using the formatting elements in the toolbar.

Parameter tab

The "Parameters" tab is used to define the possible parameters that can be maintained in assigned product families / products in the "Parameter values" tab.

A search feature is provided to facilitate the targeted editing of certain parameters. The gears icon can be used to specify whether the search is to be performed on the code or on the name. When changing the category / product type / structured type, the search filter is preserved. Thus, certain parameters can be edited quickly.

Furthermore, it is now possible to quickly select multiple parameters via a checkbox in the "Parameters" tab. The selected parameters can all be deleted via the X-button next to the checkbox in the table header. Inherited parameters are not deleted, however, only local ones, since deleting inherited parameters would affect secondary categories, which would cause unwanted page effects.

Selected parameters can also be copied to a clipboard in order to paste them into another category, product type or structured type. Appropriate buttons are available for this purpose in the toolbar. It is possible to copy parameters from one category to another category of the same or another classification. Parameters can also be copied from a category to a product type or a structured type and vice versa.

Relations Tab

In this tab you can set various relations to other products or product families. Using these relations, your customers can navigate between the objects in the web catalog/web shop with just a few clicks. In the ANTEROS standard, the relationship types "Accessories" for product families and products and "Spare parts" for products are configured. In "Accessories" the relationships are displayed individually by default and in "Spare parts" they are displayed in table form. Other relationship types can be configured in your ANTEROS application.

Existing relations can be deleted again by clicking on the X symbol.
The pencil icon above the relation allows you to edit the referenced object. You can also add the object to a folder by clicking on the folder icon.
To create new relations, click the arrow icon next to the input field. This will open a drop-down list that you can scroll through. Once you have found the appropriate product / product family for your new relation, simply create the relations by clicking on the object. If you already know which relation you want to create, you can enter the name or code in the input field and thus narrow down the drop-down list.
Additionally, you can add multiple relations by clicking on the plus symbol on the left of the selection list. This will open a new window. In this window you can select multiple products from the list. You can further narrow down the list using the simple and advanced search. You can also select all objects or all new objects using the respective button to add them. To add the selected objects to the relations, click the "Add" or "Add and close" button afterwards.

Media tab

The Media tab lists all media objects with the types Image, Document and Video. By clicking the checkbox you can choose to display only the media objects in the current language. There is a separate sub-tab for each of these types. A specialty of working in the Media tab is that here you also have the option to directly upload media objects that have not yet been included. Along with the media assets, you can upload one or more media files at once.
To upload multiple media files, click on the Upload button. This will open a new dialog. Here you can upload media files in the same way as with the media assets, by selecting them from the file explorer or dragging and dropping them in. You can also drag and drop media files from the File Explorer directly into the Media tab. These are then directly imported into the media database and linked to the data object.
In addition, you can assign them directly to the object opened in the editor and thus save an intermediate step.

Further input options for media are described in the chapter "Media assets".

Publications Tab

Here you will find a list of all publications, some of which are differentiated between print and web presentation. You can select these representation types by selecting the appropriate checkboxes.

Publications that have yet to be assigned to a higher-level object are indicated by a gray inheritance icon in front of the publication. If you place the mouse pointer over the symbol, the tooltip shows from which category the assignment is inherited. Here you can simply select the checkbox and to assign the publication to an object.
On the other hand, if an assignment to a publication has already been set in a parent object, there is a blue inheritance icon in front of the publication. Here you can only change the inherited settings if you have clicked on the inheritance icon and the checkbox is no longer grayed out. If you place the mouse pointer over the symbol, the tooltip shows from which category the assignment is inherited.

The information you enter here will be inherited by the associated products. However, you can overwrite these inherited specifications in the publication tab of the products.

Print tab

Various print-specific data and options can be saved under "Print", which are used to generate the print documents.
You can specify general settings, such as page break, as well as more specific settings, such as the table layout. If you make a selection here, the selected data applies to all product data in this category.

The Print tab is divided into two areas, the Layout Settings and the General Specifications. By default, the layout settings are open first, divided into different expandable blocks that can be opened by clicking on the title bar (e.g. "Product family block").

Regarding the layout settings, you can make general decisions for the product pages.
To do this, you can select a layout variant from the following:

Product images
Product tables
Images next to and below each other, the product table below them
Images below each other, followed by the product table
Images below each other, product table to the right of the images
All images next to each other, the product table below them
Images on the left, text on the right, product table below
Images on the right, text on the left, product table below

By default, the "Product table" layout variant is selected, but you can replace it with one of the other variants as you wish.

In addition, you can select your desired table type from the following:

Standard table
Summarized table (without duplicates)
Pivot table (a tool to make large amounts of data more manageable)

Finally, you can specify the width of the Article Number column, the Name column, the Edit column and the Price column (each in cm) for both product tables and relationship tables. You can also manually set the width of the image column and the size of the deposited media on products. This will use the smaller value in each case, so that the images do not extend beyond columns.

To open the second area, General Specifications, just click on the grayed-out title bar here as well. The General Specifications include:

Page break (yes/no)
A page break is forced for all selected languages in the printed catalogs before this product family.

Number of blank pages
Here you can specify the number of empty pages to be inserted after the product family pages. This can be used, for example, to insert decorative pages, advertising pages, etc. into the finished PDF file later by replacing the blank pages. The blank pages ensure that the page numbering of the subsequent pages is correct despite inserting (or replacing) the decorative pages.

Heading above article table
Free, formatted text that is placed above the article table in the printed catalog.

Subtitles above article table
Free, formatted text that is placed in the printed catalog above the article table and under the heading (last point).

Description under article table
Free, formatted text that is placed under the article table in the printed catalog.

Translations tab

If you use the ANTEROS.tm.deepl, you can use the translation help from DeepL here. For this you only have to click the edit button (pencil) in the "foreign language". This opens the translation dialog and in the bottom right corner the current text is displayed in the master language. To now have the text translated by DeepL, click on the update button next to the text "DeepL". After a few seconds the text translated by DeepL will appear. By clicking the Apply button, this translation is transferred to the editable text, where you can further adjust the text if necessary.

This tab contains all texts and corresponding translations associated with this object. By default, the "Local uses only" checkbox is selected and thus only texts used in the current product family appear in the list below.
To prevent inconsistent text changes, the "Texts" tab is deactivated as soon as changes are made in any other tab. After saving your changes, the "Texts" tab will be reactivated.

Changes tab

In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the right. For example, in the screenshot below after clicking on the icon it is shown that the parameter L was changed from 100 to 102.

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Parameter

Parameters and parameter definitions

In order to be able to use the same parameters in different category subtrees, e.g. a parameter "Diameter" for the category subtree of "Valves" and "Tools", ANTEROS separates parameter definition and parameter. First you create a parameter definition and then several parameters of categories can refer to this parameter definition. For these parameters, further information can be given which only refers to the corresponding category parameter. Examples of category parameter specifications are:

A sort criterion for controlling the arrangement of the parameter in the advanced search, in the editor (tab "Parameter values") or in the data sheet of the web catalog / shop.
an option whether the parameter should be offered in the advanced search if the category is selected
an option whether the parameter should be listed as columns in the article table in the print catalog
Assignments to publications & media, e.g. publication "Gesamtkatalog 2019", medium "Print".

Note: The parameter definition can be created not only in the "Parameter definition" menu, but also when adding new category parameters. Here a button "New parameter definition" is offered in the New dialog.

Parameter List of a Category

If the category has at least one parameter, the parameters of this category are listed in the "Parameters" tab.

The parameter list contains the important properties of the parameters, such as name, description, type, unit, whether it is searchable or optional and whether it may have a maximum of one value in the products.

A parameter is always inherited in the category subtree, i.e. it is automatically valid in all subcategories, i.e. in the entire subtree. Therefore, if you define the parameters as high up in the tree as possible and allow them to be inherited, this means that these parameters are valid in the so-called leaf categories (the lowest categories in the category tree): Leaf categories are important for data entry.
It also means that a customer does not have to descend to the depths of the classification to include this parameter in the search query.

The categories in the "Parameters" tab contain both the parameters inherited from the top categories and the parameters that are defined locally in this category. Parameters inherited from a super category are preceded by the inheritance symbol. If you hover your cursor over this symbol, a tooltip will appear, indicating from which category the parameter was inherited.
You can remove parameters that have not been inherited from the category by clicking on the X symbol.

You can move parameters of a category very easily using the arrows on the far right. Use the down arrow to move the parameter down one position in the list and the up arrow to move it up one position. You can also use drag-and-drop to re-sort the parameters.

The Sort criterion field of the parameter is changed internally. The sort criterion is a data field in the parameter editor, General tab (for details see in the corresponding chapter).

If you have made changes to a parameter, e.g. changed the sorting, the Undo icon is no longer grayed out and you can undo the unsaved changes.

Create a new parameter

1. Create a new parameter with a new parameter definition
If you do not want your new parameter to be based on an existing parameter definition, click the "New Parameter Definition" button at the top.

You will then see a window in which you can enter the most important characteristics of the parameter definition editor (code, name, type and unit). After clicking the "Create" button below, this new parameter definition is created and you return to the list of existing parameter definitions for your new parameter for the selected category. The new parameter definition is already in the lower selection list.

Note: To efficiently create multiple parameters for a category, select multiple parameters at the top of the list of parameter definitions so that they all appear at the bottom of the drop-down list.

2. Create a new parameter based on an existing parameter definition
Parameters can be created based on existing parameter definitions to use the parameter definitions in multiple sub-trees of the classification or across multiple classifications.

Use keyword search to find the relevant parameter definition and select it by clicking on the '+'-icon.

You can also select several parameter definitions and thus very efficiently create several parameters for a category.

Special case: Change default values along the inheritance path:

It is also possible to work with different default values within a tree if the parameter has been defined as inheritable. In this case, define the first parameter of the tree as inheritable, define the default values there, and then change the default values for individual subcategories at different levels. This is useful if there are value restrictions for the entire category hierarchy.

Changing parameters in the parameter definition editor

To modify a parameter, select the corresponding category in the tree by clicking on the category name. All parameters in this category or those inherited from supercategories appear in the "Parameters" tab in the right-hand section of the window.
The parameters can be changed using the edit-icon. In the case of inherited parameters, you will want to edit to the original definition of the parameter. Inherited parameters are marked by the symbol which is displayed instead of the delete symbol. In order to make it easier for you to find this category with the parameter definition above in the classification tree, the name is displayed next to the parameter.

Click on the edit icon to change the data for a parameter defined in this category.
The system displays an input form filled with information about the parameter.

In the parameter editor, you can change the sorting for this category, options such as MUST/CAN field, searchable, publication assignment, and so on.

To make changes to the parameter definition of this parameter, click the blue "Edit Parameter Definition" icon below. The following applies:

You cannot change the code and type if data has already been entered for this parameter definition.

In the parameter definition editor, changes to the Name, Description and Unit fields affect all parameters that are based on the same parameter definition, i.e. have the same code. This does not apply to options such as searchable, optional, single value, and so on.

For more details, see the Parameter Def: List+Editor chapter as included in the main chapter Administration.

Product types

Overview

Please notice that the product types are no enabled by default. Please contact your project manager to enable this function if you wish to use it.

The product type is a concept used to define the possible parameters of products and product families. With this, you can create a list of all possible product types, which is a sort of list of characteristics.

The product types can have category assignments in addition to parameters. The products and product families inherit the category assignments from their product types.

A product family or product can have one or more product types set in it. This way, the parameters defined in the product types are presented in the Parameter values tab. There is a separate sub-tab with the corresponding parameter values for each selected product type. In addition, the product or product family is ( indirectly ) assigned to the categories of the assigned product types. If assigned product types have categories, then the category area in the "Categories" tab in the product or product family editor is thus restricted to these. If a main or intermediate category is set in an assigned product type, then only sub-categories of it can be seen and assigned in the product family or product. If a leaf category is already set in an assigned product type, it is no longer possible to change categories in the product family or the product to the corresponding classification.

Example: "Gas filter" product type with the "Dimensions" parameter and 2 categories:

The use of product types is optional and, depending on the data structures, can facilitate data maintenance and structuring. Here are two approaches where the use of product types is advantageous:

1. Parameterization separate from structure.

Define all possible basic product types and define the possible parameters in them. The product families or products are then only assigned to the product types and thus receive the information on the possible parameters.

The structuring of the products and product families is done independently by one or more classifications. These thereby form a kind of overview of the product data, e.g. for the navigation in a store or for the structuring of the chapters of a print catalog. No matter how many categories or classifications the products and product families are in, the parameterization is clearly controlled by the product types. This facilitates the definition of parameterization when using multiple categorization.

If necessary, additional parameters can be stored in the categories. This allows definition of basic parameters in the product type and expansion with specific parameters in the categories.

2. Parameterization and categorization

In addition to defining parameters in product types, the categories can also be assigned here already. A category selection in the products and product families is thus no longer necessary, since this is controlled centrally via the product type. This makes it easier to restructure product data, for example, because only the product types need to be reassigned.

This means that product types can also replace previous leaf categories. This makes the structure more flat and simple and allows product types to represent the same leaf category in different classifications.

In combination with the use of different classifications, e.g. standard classifications like ETIM and eCl@ss in addition to your own, the mapping to further classifications can be controlled centrally via the product types.

If a product type is assigned to a main or intermediate category, only its sub-categories are available for selection in the product family editor for the classification concerned. The range within classifications can be restricted accordingly via product types.

The use of product types is also useful if products or product families have to be assigned to multiple / a large number of categories. If necessary, this need only be done via the product types, eliminating the tedious categorization of the product families and products, requiring only one product type to be specified.

An example of the use of product types are the so-called generic articles in TecDoc data.

Here you can see all generic articles imported and entered in the system. Generic articles are base products in which some manufacturer and/or cross-brand data is already set. For example, in the generic article "V-belt" from TecDoc the assembly is fixed to "Belt drive" and it is assigned to the category Belt drive->V-belt set->V-belt. Each product is assigned to exactly one generic article and can contain further product data, e.g. the article number, the EAN, packaging information or cross references to identical parts.
If you are not importing TecDoc data (whether generally or only for a specific brand), you should enter base products here.

General Tab

As usual, the basic data code, sort criterion, name and description are maintained in the General tab.

In this field, the name of the object can be added.

Parameter tab

The "Parameters" tab is used to define the possible parameters that can be maintained in assigned product families / products in the "Parameter values" tab.

Category Tab

You can assign your product types to one or more categories in the Category tab.

All products / product families that have this product type are automatically linked to the categories specified here.

When leaf categories are assigned to the product type, these are defined in all products / product families. If main or intermediate categories are assigned to the product type, sub-categories of these can be assigned in the product families or products.

Media Tab

Changes Tab

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Parameterdef: list + editor

Overview

In addition, there is the menu item "Parameterdef.: List+Editor" which allows you to edit a parameter definition and create new ones. The functions of the editor are described in greater detail below.
In the bar above the editor, in addition to the possibility of creating a new parameter definition, you also have the classic options of saving, undoing, deleting, viewing history and exporting. Moreover, you can change the type of the parameter definition with the button labeled with two arrows and with the last button on the right side of the bar you can see where the opened parameter definition is used.

General tab

In the General tab, you can enter general information such as code, sort criteria, name, short name and description, as you would for products. In addition, you can enter more specific information about the unit, type and format and decide whether the parameter should be searchable and/or simple.
To edit the type, click on the button with two arrows. This will open a small window where you can first decide whether your parameter definition refers to a simple or a structured parameter. Depending on your selection, other types are available.

The following types exist for simple parameters:

Text (translatable)
Text (language neutral)
Number range
Ratio (number ratio)
Time (time specification)

The following types exist for structured parameters:

Article dimensions
packing
packaging dimensions
BMEcat address
Address
dimension type
attributes
base type

Options Tab

The Options tab allows you to choose the following properties for your parameter:

A maximum of one value in the product data
If set, a maximum of one value can be stored in the data maintenance.
Fast search
If set, then a special search index is established for parameter values, this will speed up the advanced search above it. Furthermore, this is the only way to perform unfocused searches, e.g. using "<=" or "begin with".
Name is not to be translated
If set, then the dictionary entries of the name, short name, description and synonyms of this parameter definition are marked as "not translatable". These are consequently hidden in the dictionary via the deactivated "Texts not to be translated" filter and are therefore not normally taken into account in the translation process.
Values are not to be translated
If set, then the dictionary entries of translatable default values for this parameter definition are marked as "not translatable". These are consequently hidden in the dictionary via the deactivated "Texts not to be translated" filter and are therefore not normally taken into account in the translation process.
Multiline, unformatted text (only for text parameters)
If enabled, then a formatting editor for parameter values will be provided in the editor.
Use formatting editor (only for text parameters)
If this option is enabled and the "Multiline unformatted text" option is disabled, then a large input field without formatting is provided in the parameter values editor.
Use radio buttons in editor
If activated and default values are defined, then radio buttons per default value are offered in the parameter values editor instead of a selection list.
Use multiple selection list in editor
If activated, default values are defined and the option "Maximum of one value in the product data" is deactivated, then a selection list with multiple choices (checkboxes) is provided in the parameter values editor instead of a simple selection list for each stored value and a plus button for adding a value.
Use sortable multi-selection list in the editor
If this is activated, default values are defined and the option "Maximum one value in the product data" is deactivated, then a selection list with multiple choices (checkboxes) and a list below with the stored values is provided in the parameter values editor instead of a simple selection list for each stored value and a plus button to add a value. The order of the selected values can be changed in the list by drag&drop.
Sort default values by content (only for text parameters)
If activated, default values are defined and the option "Maximum one value in the product data" is deactivated, then the possible values in the selection lists or radio buttons are sorted in the editor according to their content in ascending order instead of according to the sorting of the default values. I.e. they are sorted according to their language-neutral value or the value translation in the operating language.
Maximum value length (only for free text parameters)
If a maximum length (number of characters) is stored here, then this will be verified in the editor in the input fields and an error message will appear if this length is exceeded.

Default values tab

These can be maintained in the Default values tab. This means that only these can be used as parameters in the data. To create a new value, click the button above the "Defaults" label in the bar above the editor. To edit already existing default values, you can easily search for them in the search bar. You can use the gear icon in the search bar to specify whether you want to search in the code or in the value.

Translations tab

This tab displays all texts and the corresponding translations for this object. By default, the checkbox "Only local uses" is selected and thus only texts used in the current product family appear at the bottom of the list.

Changes tab

In this tab you can see exactly who made which changes to this object and when. Details of the action can be obtained by clicking on the arrow symbol on the left. For example, in the screenshot below, after clicking on the icon, you can see which value the object (product family, product, parameter, ...) had before the change.

Calculation Rules

Overview

ANTEROS has a menu called "Calculation rules" in the Admin area. This aspect makes it possible to perform calculations with the parameters that have been defined. This means that it is possible to calculate a parameter value with one rule. The values used for the calculation are parameter values that have been entered and are accessed by means of placeholders. The result of this calculation is written in a target parameter.
The calculation rules can be used in many ways. You can use a calculation rule to calculate values that are composed of different parameter values. This can be useful, for example, to calculate discounts per customer or for currency conversion.

How the calculations work exactly is explained in the following and demonstrated by examples.

As soon as you click on the "Calculation rules" menu, you will see the following view:

The list on the left side shows all rules that have already been created. To load one of them into the editor, simply click on the corresponding line in the list. Using the "Actions" column you can also duplicate or delete a rule or create a new calculation rule. You will also find a delete and a new icon in the bar above the editor.
If you click on the New icon and thus start the creation of a new calculation rule, a dialog box will open showing an automatically generated code for the rule. You can customize this code to your liking or keep the default code. After clicking on the "Create" button, an empty editor will open, where you can enter information about your new calculation rule.

Calculation rules can be applied to parameter definitions or directly to a parameter. If a calculation rule is deposited at a parameter definition, then it can be replaced with another calculation rule at the parameter. This can be done for the parameters of a category, a product type or a structured type.

General Tab

You can enter a name and a description for the calculation rule in the "General" tab, as well as revise the code as you wish. It is recommended to use a code that is representative of the calculation rule.

Calculation rule tab

You now have to make several decisions regarding your calculation rule in the "Calculation rules" tab before you can create the actual template for the rule.

Parameter value type: Here you define the type of the parameter to be calculated. You can choose between "No value", "Text (language neutral)", "Text (translatable)", "Number" and "Number range".
Data types: For the data type, you can choose from the list "Product", "Image page", "Product family", "Company" and "Website" and here you can also select several data types.
Data ID: Here you select the relevant fields for your calculation rule and can give them a name with which you can usually reference the fields.

In the "Template" field you can now access the previously defined fields and thus enter the actual calculation rule. The calculation rules are designed with FTL (FreeMarker Template Language). Visit this website https://freemarker.apache.org/docs/dgui_quickstart_template.html for more information about this language.

Below are some examples to show you how it works.

Output of the field named "length": ${length}
Output the field named "length" with a default value if no other value is available: ${length!}
Area calculation with the fields "length" and "width": ${length * width}
Output, if field "length" is set: [#if length??]Length set[/#if]
Output depends on whether field "length" is set: [#if length??]length set [#else]length not set [/#if]
- for another nested if statement there is also [#elseif]
Output of multiple values from a parameter with the name "values":
- Output of the first value: ${values}
- Output of all values separated by "/": ${values?join(" / ")}
- Output of all values in a list: see https://freemarker.apache.org/docs/ref_directive_list.html

At the bottom of the tab you will find a preview function that allows you to select data objects according to the stored data types in order to see the result or to receive errors if the template contains errors.

In the parameter definition editor you can select a defined calculation rule according to the value type. This is not possible if default values exist.

A preview function is available below the template. Here you can select a data object corresponding to the data types set above. The result of the calculation is displayed below. If the template is faulty, this will be displayed to the right of the "Refresh" button. For example, if you access a variable without checking whether it is assigned a value (e.g. with "!": ${length!} or [#if ...??]):

Changes Tab

There are various filter options available so that you can find out about the many points of specific changes.

Date: Here you can restrict the period of the changes.

Editor: Here you can specify whether only changes made by you are to be displayed.

Change type: Here you can decide whether all changes should be displayed or only actions in which data was created, changed and/or deleted.

Structured types

Structured types can be used to create structured parameters that consist of multiple parameters. For example, a parameter "Dimension", which consists of the sub-parameters "Length", "Width" and "Height". This example will now be used to explain the creation process in further detail.

Three steps are necessary for the implementation of parameters with structured types:
1. create parameter definitions for the sub-parameters, i.e. length, width and height in the example.
2. create a structured type with the sub-parameters
3. in the classification editor, create the structured parameter at a category and use "Structured Type" as type.

These steps are explained in the text and screenshots below.

Once again the three steps to create structured parameters:
1. create parameter definitions for the sub-parameters, i.e. length, width and height in the example
2. create a structured type with the sub-parameters
3. create the structured parameter for a category in the classification editor and set it as the "structured type ".

In step 1, go to the Admin menu and the item Parameterdef.: list+editor to create a parameter definition for the sub-parameters.

In step 2 you create a structured type. To do this, go to "Structured Types" in the Admin menu at the top and click on the new icon above the editor. Next, give the new type a meaningful name in the editor. This is important because you will have to select this type later when creating the "Dimension" parameter. In this example, we call the structured type "Dimension Types". Here it is verified whether a cycle exists in the stored structured type due to a new parameter, e.g. if one of the added parameters has the current structured type. Finally, save your changes.

Navigate to the "Parameters" tab in the editor and click on the button above the "Parameters" label in the bar at the top of the editor. This opens a window in which you select the parameter definitions "Length", "Width" and "Height" and assign them to the type. If you forgot to create the definitions beforehand, simply click on the corresponding button. Now, in the "Parameters" tab, you can see the added parameters.

Step 3: Once you have successfully added all parameters, you can create a new "Dimension" parameter in the relevant category in the classification editor. To do this, click on the corresponding icon and select "Create new parameter definition". In the window that opens, select the "Structured" parameter type. After that, the previously created structured type "Dimension type" must be selected from the drop-down list. It is also important that you give the parameter a name, e.g. Dimension.

In order for the created sub-parameters to be printed, you must set the "In Print" option in the Structured Type Editor.

Maintenance

Maintenance Process

The maintenance menu in the ANTEROS standard provides actions to update the data statistics, calculate new calculation formulas and update quality levels.

Data Statistics:
The data statistics ensure, among other things, that the number of products, product families, images and documents in the classification tree shown in the square brackets is updated to reflect the data objects currently available in the database. The data statistics are used in data maintenance and in the web catalog / store to only show categories with at least one product / product family for category navigation and to only provide the parameters and parameter values in the (faceted) parameter search that lead to a result.
The data statistics can be updated using an option for the product data (relevant for PIM and web catalog / store), and / or for the media data (relevant for the media portal).

Note: If you have many products in the PIM, the execution may take longer.

Tip: The update can be performed nightly. To do this, the "Start directly" checkbox must be unchecked and the start time must be specified. If desired, an additional refresh can be set up, e.g. every day.

In the data statistics the following aspects are stored:
- How many data objects are there per category?
- Which parameters and parameter values are used in the data objects in the respective categories?
An update only makes sense if the data has been changed in terms of scope, category assignment or with regard to the parameter values.

Quality levels:
If you have created a new quality level with corresponding parameters, then you can use the checkbox here to ensure that these are entered in the index. This quality level will then be displayed in the Advanced Search of Products in the "Processing Status" section, under "Unfulfilled Quality Levels" (if necessary, log out and log in again beforehand). This allows you to create inspection reports that indicate in the dashboard how many and which products do not meet this quality level.

Set translation status in all dictionary entries for new data languages:
This operation checks in every dictionary entry to see if a language does not have a translation status set. If this is the case, the initial translation status "translation required" is set for the respective language. This maintenance process should be performed when new data languages have been installed.

Calculation formulas:
If you have created a new calculation formula for calculating a parameter by formula from another parameter (e.g. using the calculation diameter-in-mm to calculate the diameter-in-in-inch value) in the administration area, you can use it to automatically calculate the values for all relevant products and product families. If you enter the initial value manually in the product (family) editor, the other parameter value is automatically calculated according to the calculation formula when the object is saved and displayed in the editor (if necessary after changing tabs).

Data checks:
There are new " Validator" type plugins available. These are small data validators that are called when saving. There is also a maintenance process to run data validators on all or selected data. There is also a maintenance process to check all products / product families. In the maintenance process one or more can be selected from the list of all installed data validators.
The data check results are provided as an Excel file.

Article number search index:
The article numbers and codes of products and product families are linked to the media objects of these objects, allowing the media objects to also be found via the article numbers of associated products or product families.

Update search indexes for media objects:
This allows the categories from the product data to be inherited by the linked media objects. Thus, the media objects can also be found using the categories of the linked product data.

Update search indexes:
Allows you to update various search indexes of data objects such as category search index, product type search index. You should run this maintenance process on data objects whose search index is not up to date.

Recalculate media variants
Allows you to recalculate all media variants without having to re-upload the media file. This is useful, for example, if new customer-specific variants have been added or the rules for calculating media variants have been changed.

Options

The options listed here depend on the maintenance process selected.

Data statistics: The following options are available here:

Update data statistics for product data.
If activated, the data statistics for products and product families will be updated
Update data statistics for media data
If activated, then the data statistics for media objects will be updated
Create index also per publication
If activated, then an additional data statistic will be created for each publication. This is especially useful in web catalogs / stores that offer different product ranges via publications.

Quality levels, calculation rules, data checks: Here you can restrict the data for maintenance by means of the data type, the data types and attribute conditions.

Article number search index: Here you can restrict the relevant media objects for maintenance using a media type and attribute conditions.

There is a further section "Validations" devoted to data checks. Here you can determine the following factors:

Mandatory parameter check: Here you answer the question of whether a check of all mandatory parameters should be carried out.
TecDoc basic data validations: This validator carries out basic data checks on data objects that do not require a great deal of effort, so that they can be performed automatically whenever data is changed.
TecDoc extended data validations: This validator performs extended data checks on data objects that may require a great deal of effort / computing time, so that they should not be performed automatically each time data is changed.

Recalculate media variants: The option "Recalculate existing MEdia variants" is available here. If this option is activated, all media variants are recalculated. If this is not activated, only missing media variants will be calculated and already existing ones will be preserved.
If you have selected the media type "Image", "Document" or "eVideo" instead of "All", you can specify which media variants should be recalculated in the "Media variants" option.

Run data checks: The following options are available here:

Check maximum length of parameter values: This checks that the length of all parameter values, does not exceed the maximum length set in the parameter definition options.
Check mandatory parameter values: This checks whether all mandatory parameter values are stored.
Check value restrictions: This checks whether the values of parameters comply with their value constraints.
Suitable for online store, i.e. with name, price and image: This quality level is achieved when a product contains a name, price and image and is therefore suitable for presentation in an online store.

Execution settings

Finally, you can add a note to the maintenance and decide whether the process should be performed immediately or at a later time. If you decide on a later time, you must also specify a start time and can also define whether the process should be repeated at a certain time interval. If you want to be informed about the start and progress of the maintenance process, you can have the system send you e-mails about this. Here you can even enter multiple e-mail addresses, each of which must be separated by a comma or semicolon.

Process monitor

The process monitor keeps all executed processes available after completion, so you can download an exported file or a created print catalog here at any time. The processes are listed in a table and the entries can be sorted according to the individual columns. Simply click on the arrows next to the column name and another click will change the sorting from ascending to descending or vice versa.
You can define how long the completed processes are to be stored. By default, directly started processes are stored for 5 days and those started in the background are saved for 30 days.
In addition, a tab is created for each started process (import, export, print, maintenance). Thus, several processes can be started in parallel or directly one after the other and you can access all results directly without having to switch to the process monitor.
For example, you can start the creation of a print catalog in German and English directly one after the other. In the respective tab you can see the progress of the print generation. After completion, you can see the result in the respective tab and download the catalog.

After starting a process, you can follow its execution directly in the process monitor, since the progress of all running processes is updated in real-time here. A click on the "Details" icon opens a new dialog with a progress bar and the message board, in which the process flow messages are displayed. You can also display filters, such as notes and warnings.

Restarting the Liferay portal keeps planned or running processes intact. These are automatically restarted after the restart.

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