This article will walk you through the VariSuite user interface so you will get familiar with the different toolbars and menus.
When you open your VariSuite account, the first thing you will see is the Home view. You can access all the functionalities of VariSuite from this view. Next, we will walk you through the functionalities available from the Home view of the VariSuite web user interface. Please note that some items in the Home view interface can be changed by you or your key user.At the top of the Home view you can see a toolbar with information about the owner of the account, the active database, date and time and the following menus:
You can customize your personal settings from the Settings menu in the header. Settings includes the following information about your account:
Click the “Queries” tab to select the queries that will be shown to you in the navigation menu. You can also create and save your own queries to access the most relevant information faster.
You can select among items, objects, users, user groups and schema objects. When you select an object type, it will appear in your navigation panel on the left.
The “Structure views” tab allows you to select the structure views that are available when you are looking at object structures. You can choose to have “Parts”, “Product structure” or “VariProd”.
Note: editing and adding views to the user interface is managed in VariClient.
Select the “Content” tab to choose the content that is displayed to you on the main pages.
There are several efficient ways to search for items in the VariSuite. Items can be searched based on their ID or description, by object type and by revision.
At the top part of the Home view you can see the Search field and the Search by Object Type function. You can always use the free text field to search for an item or you can refine your search by using the Search by Object Type filter.
The Search by Object Type filter allows you to perform searches faster and receive more accurate search results lists. You can select multiple kinds of objects or a single kind such as items, documents, users or attributes list. You can refine your search by selecting the Object type from the available options:
Below the Search by Object Type drop-down list you can see other Search filters which help you to find needed information faster. You can focus your search on the following:
The Navigation Menu on the left side of the Home view displays the different objects you can access in VariSuite.
This menu allows you to search for existing items and to create new items.
This menu provides a quick way to search for existing documents and to create new documents. You can create new documents easily using the drag and drop function.
This menu is used to find and create users and user groups. The following functions are provided:
In this section you can manage configurable object attributes. There are three different options to choose from:
In this menu you will find the following functions:
This menu provides access to different PDM objects, such as:
In this part of the Home view you can see the most recent objects you have worked on, any bookmarks you may have added and your personal queries.
When looking at a specific item in VariSuite there are several functions available. Let’s go them through next.
At the top of the Item view you can see the basic information about the item, such as the owner, revision date, mass, etc. Your company’s system admin or key users can decide which information is displayed on top of the item view to help users find the most relevant information easily.
The Main toolbar can be found below the Item header. You can use the Main toolbar to:
Below the Main toolbar there are three tabs:
Click on the cascading icon to expand the whole structure or to expand the selected objects. You can select how many levels you want to expand.
You can perform several actions to the selected objects:
You can filter the information displayed in the view by different criteria. Different filtering options include the following:
This link can be used to clear the selected filter.
You can select the view you want to use from this selection, for example:
You can also create your own views and they will appear in this menu.
You can find an Edit button next to the View selection. Click on the Edit button to enable table editing.
In this mode you can easily edit the attribute values and filter the information by selecting the relationship type. You can also add new objects and copy/paste them.
The Menu provides quick access to several basic actions. You can open the Menu by right clicking your mouse at any part of the screen or by clicking on the Menu button on the toolbar. If you display the menu over a certain item, the actions will apply to this item. If you display it over the top-level, the actions will apply only to the top-level item.
Some of the most useful actions available in the Menu:
Congratulations, now you know the basics about Navigating the VariSuite user interface!
Get back to the Getting Started knowledge area to learn more…!