Dashboard – novomind iPIM Documentation

The dashboard is the entry page of iPIM Supply. Using the available widgets it is possible to customize the dashboard. At this point two widgets are available. They show which processes are running currently as well as a list of the catalogs which were modified most recently.

The tables of the widgets show the currently running processes as well as the catalogs that were modified most recently. Using the corresponding tools you can filter the list table entries by a search term or you can manipulate their order. And in case of a multi-page list, you can navigate between the pages. Click here to learn more about this.

User settings

Via the user settings you can set the language of the user interface. Additionally, the colour scheme of the user interface can be defined by selecting a theme. And you can change your password:

Click on the user name of the logged-in user, which is shown in the header of the page, to call up the corresponding dialog box.

Possibly select a UI language from the “Language” menu.
Possibly select a color theme* from the “Theme” menu.
Possibly change your password**:
- Click on “Change password” to show the corresponding input fields.
- Enter the current password in the input field “Old password”.
- Enter the new password in the input field “New password”.
- Confirm the new password by entering it again in the input field “Confirm password”.

In order to save your selection/settings, click on the button.
In order to cancel the process, click on the button.

**Mind the requirements regarding the password safety. A password must consist of 10 to 20 characters. It must contain at least one lower and one upper character, one digit and one special character. Permitted special characters: ,;.:!$%&()=?+#@_-*

*Two different themes are available. The “novomind Theme” shows the user interface mainly in dark grey. In the “novomind Classic Theme”, orange is the dominant color of the user interface.

Catalog/item search

Using the search funtion in the header you can search for particular catalogs or items. For example, you can search for single catalogs or items using an exact search term such as a full catalog or item name. Or you can combine partial search terms with a suitable operator in order to capture a larger number of catalogs or items by the search.

Carry out a search

For example, in order to search for items using two partial search terms, proceed as follows:

From the menu in the header, select the option “Items”.
Enter the partial item number in the search field and add the operator “*” so that the search captures all the items which contain the search term.
Click on the button to trigger the search. Following this, you will be directed to the “Items” tab where all the items which were captured by the search are shown in the table.

This screenshot shows the item search using the example of a search items whose item name contains the search terms “GCME” and “LED”.

Available operators

Operator	Example	Description
?	novomi?d	Replaces one character.
*	novo*	Replaces no or any number of characters.
+	novomind + ipimsupply	The search term marked + must be present in the result.
–	novomind -ipimsupply	The search term marked – must not be present in the result.
AND	novomind AND ipimsupply	Finds only items in which both search terms occur.
OR	novomind OR ipimsupply	Finds items in which one or both search terms occur.

Widgets

Add widgets

In order to add a widget to the dashboard, proceed as follows:

Click on the button to show the corresponding selection menu.
Click on the widget and hold the mouse button down.
Drag the widget to the desired position of the dashboard and release the mouse button.
Possibly adjust the size of the widget:
1. Click on the button and hold the mouse button down.
2. Adjust the size of the widget as desired.
3. Release the mouse button.

Reload widgets

In order to update a widget, proceed as follows:

Click on the button in the upper section of the widget. Following this, the table of the widget changes accordingly.

Configure widgets

In order to configure a widget, proceed as follows:

Click on the button in the upper section of the widget to call up the corresponding dialog box.
Make the desired changes:
- Possibly enter a new title in the “Enter title” field.
- Possibly select another update interval. You can choose between a manual updating and an automatic updating in particular intervals.

In order to save your settings, click on the button. If the process was successful, a corresponding message will appear.
In order to cancel the process, click on the button.

Remove widgets

In order to remove a widget, proceed as follows:

Click on the button in the upper section of the widget. Follwing this, the widget vanishes from the dashboard.

Currently running processes

The table in this widget shows the currently running system and catalog processes including the relevant process information. Among them are the name of the respective catalog respectively the description of the respective system process as well as process details such as the number of computed items, the process status, the start time or the running time.

Last modified catalogs

The table in this widget shows the catalogs that were modified most recently, ordered by the time of their modification. Among other things, the table provides information about the catalog and import type, the catalog status, the number of imported, transformed, approved and synchronized items as well as the time of the last modification. Additionally, there various action buttons.

Catalog/Import type		Action buttons
	Supplier catalog		Via this button you can call up a dialog box where you can upload a .json file that contains catalog configuration data.
	Golden Record source catalog		Via this button you can call up a dialog box where you can edit the catalog definition.
	Golden Record catalog		Via this button you can duplicate a catalog.
	Import articles via file		Via this button you can call up the item list of a catalog.
	Enter articles manually		Via this button you can delete a catalog.
			Via this button you can call up a dialog box where you can edit the custom catalog configuration.

Update catalogs via .json file

Via the dialog box that can be called up via the Catalog definition button you can upload a .json format configuration file in order to update the configuration of the respective catalog accordingly. By this, you can assume the configuration data of another catalog for a particular catalog. For example, these configuration data comprise the import configuration, attribute mappings as well as cleansing or validation rules.

In order to import a configuration file, proceed as follows:

In the table row of the respective table row, click on the button to call up the corresponding dialog box.
Drag the .json file over the drop area and drop it there or click on the button to call up the .json file via the file manager. Following this, the file is loaded into the cache and the file name of the .json file is shown below the drop area.
Possibly tick the “Import process config” checkbox so that also the configuration of the various processes is imported and the settings of the catalog are modified accordingly.

In order to finish the process and to import the configuration data from the .json file, click on the button. If the process was successful, a corresponding message will appear. The catalog configuration is now updated according to the .json file.
In order to cancel the process, click on the button.

Configuration data of catalogs can be exported in the corresponding section of the “Administration”. Click herefor more information.

Edit the catalog definition

Via the dialog box that can be called up via the Edit button, you can edit the catalog definition of a particular catalog. To do so, proceed as follows:

In the table row of the respective catalog, click on the button to call up the corresponding dialog box.

Make the desired changes:
- Possibly select another catalog type from the “Catalog type” menu.
- Possibly enter another catalog name in the input field “Catalog name”.
- Possibly enter a catalog description in the text field “Remarks”.
- Possibly enter a comment in the text field “Comments”.
- Possibly tick the checkbox “External use” to allow the catalog to be used in iPIM SSP or untick an already ticked checkbox.

In order to save your settings, click on the button. If the process was successful, a corresponding message will appear. The catalog definition is now modified according to your settings.
In order to cancel the processdismiss your settings, click on the button.

Duplicate catalogs

Via the button you can duplicate a catalog. In order to do so, proceed as follows:

In the table row of the respective catalog, click on the button. Follow this, a copy of the catalog appears in the table. The copy bears the prefix “Copy_1”.

When duplicating a catalog, only the configuration data of the initial catalog is taken over. The catalog items aren't copied.

Call up item lists

Via the button you can call up the item list of a particular catalog.

In the table row of the respective catalog, click on the button. Following this, you will be directed to the “Items” tab where the items of the catalog are listed.

Delete catalogs

Via the button you can delete a catalog. To do so, proceed as follows:

In the table row of the respective catalog, click on the button. Following this, the corresponding prompt dialog box appears.
Click on the button to confirm the deleting of the catalog. If the process was successful, a corresponding message appears and the catalog vanishes from the table.

Edit catalog custom configuration

Via the Settings button you can call up a dialog box where you can edit the catalog custom catalog configuration.

In the table row of the respective catalog, click on the button fo call up the corresponding dialog box.

Click on the button in order to add another set of input fields.
Enter a key in the input field of the “Key” column.
Enter a value in the input field of the “Value” column.
Possibly add additional key-value-pairs. To do so, click on the button and enter the key as well as the value in the corresponding input fields.

This screenshot shows how to set up the catalog custom configuration using the example of configuring the AI attribute recognition.

In order to finish the process, click on the button. If the process was successful, a corresponding message will appear. The catalog custom configuration is now updated according to your settings.
In order to cancel the process, click on the button.

Rights

Using the dashboard and the widgets only requires the basic iPIM Supply rights. Additional rights are needed for the catalog/item search as well as the action buttons.

Key	Identifier	Description
ipim-supply	iPIM Supply	Root right for iPIM Supply
ipim-supply.login	iPIM Supply – Login	Login right for iPIM Supply
ipim-supply.catalogs.display	iPIM Supply – Show Catalog page	Right for the “Catalogs” tab. It is also needed for the catalog search.
ipim-supply.items.display	iPIM Supply – Items – Search and list items	Right for the “Items” tab. It is also needed for the item search and for calling up the item list () of a catalog.
ipim-supply.administration.import-catalogs	iPIM Supply – Administration – Import Catalogs	Right to update catalogs via a .json file ()
ipim-supply.catalogs.edit	iPIM Supply – Edit Catalog	Right to edit the catalog definition of a catalog ()
ipim-supply.catalogs.copy	iPIM Supply – Copy Catalog	Right to copy/duplicate catalogs ()
ipim-supply.catalogs.delete-catalog & ipim-supply.catalogs.delete-catalog.erasure-catalog	iPIM Supply – Delete catalogs & iPIM Supply – Delete catalogs in iPIM Supply	Right to delete catalogs ()
ipim-supply.catalogs.custom-configuration	iPIM Supply – Custom catalog configurations	Right to edit the custom catalog definition ()

The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.