Product Information Manager : Customization Area

Access

To access Customization Area, click   - >System - > Customization Area (in the Files section).

Contents


Functionality

A  File Browser or file manager provides a user interface to work with file systems. Some of the most common operations performed on files or groups of files are: create, edit, rename, move, copy, delete, search/find etc. Files are typically displayed in a hierarchy. Some file browsers may even contain features such as forward and back navigational buttons.

 

A folder is an entity in a file system which contains a group of files and other directories. A typical file system may contain thousands of files, and directories help organize them by keeping related files together. A directory inside another directory is called a subdirectory. Together, the directories form a hierarchy or tree structure.

 

Overview

Customization Area is the physical part of an application that provides User Interface to all the files that can be configured.

There are two sections in the Customization Area Browser:

  • Standard Sources
  • Customized Sources

Standard Sources Section is delivered with the application as standard system configuration and is read-only.

Customized Sources Section is a space where you can customize Standard data.

To download all the files in the Customization Area, click the link Download as zip. It downloads zip file by name customizationArea.zip.

The sections provide information on the various directories, sub-directories and files within them, details such as Name,  Size of each file,  Date the file or folder was created on and various  Operations that can be performed to the file / folder represented by different icons/symbols.  

Files/folders can be selected by clicking the appropriate  box as required.

After selection, click on any of the following icons/symbols required:

  • - to search for files/folders.
  • - to upload selected files/folders.
  • - to create files.
  • - to create folders.
  • - to copy selected zipped files/folders.
  • - to move selected zipped files/folders.
  • - to delete selected zipped files/folders.
  • - to zip selected zipped files/folders.
  • - to unzip selected zipped files/folders.
  • - to edit selected files.

To customize the files from the standard sources section you can either:

  • Select the files that need to be customized by selecting the appropriate check boxes on the right hand from the filenames in the Standard Sources Section and click , this will copy the selected files to the corresponding directory in the Customized Sources Section. Now you can customize them using or download, change and re-upload the files.
  • Manually create the same path to the desired file as in  Standard Sources Section (by creating the appropriate folders using )  in the Customized Sources Section and put the customized files there.

 Use the icon to search for files and directories in the Customization Area. This opens a pop-up window where if the user knows the name and location of the file/folder, can type in the details and click  to initiate search. Search will be performed in current directory and all sub-directories recursively.  If file details are not provided, clicking will pull up the entire directory listing and selection can be made by clicking on the appropriate folder.  Use the button to cancel the search operation.

Upload

Upload transfers a file from your file system to the Customization Area in the application via the Customization Area browser. This option allows users to directly add files to the Customization Area. While the application does not allow more than one file to be uploaded at a time, there is no restriction on the file type.

To upload a file, click the   icon at the bottom of the browser to open an upload dialog box. Enter name of the file to be uploaded or use  to select it, enter file path and click  to upload.

  • Files that are .zip files will not be unpacked while uploading. A zip file can contain one or more files.
  • The application does not allow an entire folder to be uploaded. Only files can be uploaded.
  • The file will be uploaded to the root directory (default location), if the To Location is not specified during the upload.

 

Create File

This allows the creation of any file type such as text file (.txt), doc file(.doc), excel files (.xls) etc.  To create a file in the Customization Area, select the location by navigating through the Customization Area and click the   icon displayed at the bottom of the browser.

Enter the filename with path and the desired extension when the dialog box opens and then click  to create the file or  to cancel the operation.

Create Folder

Click the   icon to create a folder. This creates a folder according to the path name provided in the Customization Area. The folder path name must refer to a valid path of the folder starting at the root level of a volume or at the level of the database folder.

Clicking the  icon opens a dialog box. Here, enter the location details for the folder, folder name and then click  to create the folder or  to cancel the operation.

Copy

This function adds a copy of the file (text or pictures) or folder to the location specified while leaving the original file unchanged.  Select the file or folder to be copied, click on one of the   icons, either in the  Operations column of the browser or the one at the bottom of the browser.

Enter new file/folder name with the path name/location and click  to copy or  to cancel the operation.

Move

This function moves files or folders from an existing location to another.

Select the file or folder to be moved, click on the   icons displayed in the  Operations column of the browser or at the bottom of the browser. Specify the new path name/location to which the file/folder is to be moved and click the button. Use  to cancel the operation.

The application creates the folder at the time of moving the file/folder, if the destination folder is not found.

Delete

Delete removes data or files/folders from the existing server list.  Select the file/folder to be moved, click on the   icons in the  Operations column of the table or at the bottom of the browser. The application will ask for a confirmation before deleting the file. Click  to continue or  to cancel the operation.

Deleted files or folders cannot be retrieved.

Zip

Files/folders can be compressed using ZIP. Select the file/folder to be compressed and click on the   icon. Provide the zip file name and the location where the file/folder should be saved. Click  to zip or to cancel.

Unzip

Use the Unzip function to decompress zipped files/folders.
 Select the zipped file/folder to be unzipped, click on the   icon at the bottom of the browser which opens a dialog window. If the file/folder to be unzipped has not been selected, type the name of the Zip file.

Click the  button to unzip the file/folder or  to cancel the operation.

If a file within a zipped file/folder already exists in the destination location or another selected zip file - change destination, remove the existing files manually from destination or deselect the zip file containing the duplicate files and try to unzip again.

Edit

Use the   icon under the  Operations column of the file browser table to edit files. However, please note that the e ditor does not work properly with binary files like xls, pdf, jpg, etc. Use the appropriate editor to modify such files.