Dashboard Settings

Breakdown Nodes

Delete

Manage the top-level categories in the Browse panel.

Apply

Edit

Create

Breakdown Node Configuration

Node ID

The ID of the Breakdown Node.

Label

The label displayed in the Browse panel.

Tooltip

The tooltip displayed in the Browse panel.

Expansion Type

The type of expansion used for child nodes.

Show Items of Type

The Class of object to show in the breakdown node.

Associations from Root

How the child classes must be associated to the root object.

Item Node Expansion

Default

Used to over-ride the default expansion defined in Settings, Browse, Default Breakdown, for this breakdown node.

Type Based

Used to over-ride the default expansion defined above, for this breakdown node, for a specific type of association.

Default Breakdown

Default Associations

The default expansion defined for all breakdown nodes.

General

Show expansion by type hierarchy if the list length is greater than

Select to display browse results in groups if the total number of items is more than the number entered in the box.

Note: This settings will take effect, only when an item (not a type) is being expanded. If the number of 'children' to be displayed is greater than the number specified, then the 'children' are organized by their type hierarchy and this is displayed.

Max list items per page

The size of the group for browse results.

Node Label

Type node label

Supported tokens: @ID and @NAME. For example: @ID-@NAME

Root Items

Root item type

The type of object to show at the root of the Browse panel.

Show all the items of this type

Show the type selected above.

Show item … as the root

Limit the root nodes to those matching the string entered in this box. % can be used to match multiple characters.

Type-Based Associations

Items of Type

Select the type of object.

Association Types

Select the Association type.

Data Visibility

Show only the latest revision of documents

Select to show the relevant types of data, in the Search and Browse panels, for example.

Make all types visible in Browse

Show Hidden types

Show Hidden attributes

Show items of Unknown type

Context Access Control

Defines which items can be seen based on its contexts and the user's role.

Default Views

Type

The type of an item that is selected.

View

The style of view that should be shown for selected items of the type.

Export

Warning export size

The threshold for the number of objects in an export that triggers a warning message.

Maximum export size

The maximum number of objects that can be exported.

If this value is changed be careful to not exceed the combined performance of the system, the hardware and the network latency.

Global Navigation

Show the Browse link

Select to show the relevant buttons on the Global Navigation Bar.

Show the Search link

Show the Sets link

Show the Query Forms link

Show the Export link

Show the Reports link

Start-up

Select the Global Navigation Panel to be opened and docked on the application start-up

Messages

Output licence expiry messages to the default event log

Whether licence expiry messages should be written to the default event log.

Query Forms

Form View

Select the default results view for Query Forms.

Table View

Search

Max list items per page

The maximum number of search results that will be displayed per page.

Tooltips

ISO15926

Select to use ISO15926 compliant tooltips.

Attributes

Attribute Label

Supported tokens: @ID, @NAME. For example: @ID-@NAME

Items

Item Label

Supported tokens: @ID, @NAME, @DESCRIPTION, @TYPEID, @TYPENAME, @SCHEME and @REVISION. To add characters that are only shown if the token is not blank, precede the token and the characters with a caret (^) character. For example: @ID^ - @NAME^{@REVISION}

Sets Panel Label

Supported tokens: @ID, @NAME, @DESCRIPTION, @TYPEID, @TYPENAME, @SCHEME and @REVISION. To add characters that are only shown if the token is not blank, precede the token and the characters with a caret (^) character. For example: @ID^ - @NAME^{@REVISION}

This setting is only used for Sets. If the value is blank, then the value for Item Label will be used.

Type Scheme

Select the labelling scheme.

Types

Type Label

Supported tokens: @ID and @NAME. For example: @ID-@NAME

Colours

SVG highlight colour

The default SVG highlight colour.

SVG selection colour

The default SVG selection colour.

Graphical Picking

Regular Expression

A regular expression to specify which item is selected when an object is selected in the Document View.

The default regular expression for Graphical Picking is "[^ ]+$", which uses the string of characters to the right of the right-most space for matching with an ID in the database.

Selection

Document Type

The type of Document for which this applies. The type of document the user is looking at when they want this behaviour to happen. For example, SSRS REPORT.

Selected Item Type

The type of item that has been selected within the Document Viewer. For example, FUNCTIONAL ARTIFACT.

Note: Document Type and Selected Item Type apply to all sub-classes. For example, FUNCTIONAL ARTIFACT would include EQUIPMENT and PUMP.

Action

The action to perform either Open or Select:

Open – Opens a tab for the selected item.

Select – Opens a content card for the selected item in the current tab.

Agreement Text

Enable Agreement Text

Select if you want users to have to "Agree" to a message before being able to access the AIM Dashboard.

Agreement Title

The title of the agreement message.

Agreement Text

The text of the agreement message.

Associations

Name

Name of the Association type.

Source to Target

The alias for Source to Target Association.

Target to Source

The alias for Target to Source Association.

Note: The newly added aliases in the Settings are displayed in place of associations throughout the application. The following are the places where the Associations are shown in the AIM Dashboard:

Settings:

Default Associations

Type-Based Associations

Advanced Search > Related items dropdown.

Query Forms > Related items dropdown.

Export definition > Related items dropdown.

Related items that are present in Summary view, Tag content card and Document content card

Auto-naming

Prefixes for Set IDs

The prefix applied to a Set ID when a new Set is created and Auto-generate ID is selected.

Size of Number Padding

The number of digits used in a Set ID when a new Set is created and Auto-generate ID is selected. For example, the default value of "5" would start numbering with "00001".

Data Visibility

Limit attributes shown on a Dataset to the Meta Data Template

Applies to attribute lists in the Query Form Designer and the Export Definition Designer. A value of false will show all attributes regardless of the Dataset chosen.

Export

Server Export Folder

A UNC folder for example, \\myServer\Export Location.

Note: The location entered must be a valid UNC path. The account used as the identity of the Job Server (typically Local System) will need write access to the output location.

Home Page

Home Page Tab Header

The label for the tab in the browser.

Home Page

The path and filename of an HTML page to use on the Dashboard tab.

Icon States

State

The name of the state of the icon. This must be a sub-type of "STATE / STATUS / DOMAIN" and will be used to incidentally classify an object

Icon Style

The icon style to be used. The name of the icon file is generated from the type of the object and the icon style of the object’s status. The format of the icon file is <classname>_<icon style>.gif. For example, an object of type PUMP with an icon style of Approved looks for an icon file with the name pump_approved.gif. The default folder for these icons is: <installation_path>/App/src/img/ClassDriven.

Tooltip

An additional line of text to be added to the existing tooltip for an object.

Rank

An object can potentially be incidentally classified with more than one type, but an object can only be represented by one icon. So the icon chosen is based on the highest ranked applicable icon state. This rank can be increased by dragging the icon state to a higher position in the list.

Log out

Enable Logout Button

Whether a logout link is shown in the Settings pulldown.

Enable user Timeout

Whether a period of inactivity will log users out. The timeout is based on the IIS session timeout period.

Performance

Disable Alternate Essential Classification

Searches will not check for alternate essential classifications.

Disable Class Counts

Browse hierarchies will not give counts for the number of items below a class node.

Disable Incidental Classification

Searches will not check for incidental classifications.

Disable LIKE for search

Searches will use the 'CONTAINS' operator.

Enable Improved Player Performance

In the Player, tools may disappear after an activity. In Standard mode, the status colour may not change. Some items may be culled when interacting with the slider.

Player

Max list items for Player

The maximum number of tags allowed for activity associations.

If this value is changed be careful to not exceed the combined performance of the system, the hardware and the network latency.

Player Enabled

Select to enable AIM Player.

Search

Automatically append wildcards to search text

If you have not entered any wildcards manually, then select to automatically append a wildcard to the end of the search text.

If you have started to enter wildcards manually, then no wildcards are automatically appended.

Default Scope

The default scope of a search can be set to:

ID – search ID values only

Name – search Name values only

ID and Name – search both ID and Name values

Allow aliases to affect search results

When this setting is enabled, search results include IDs with aliases that match the search string.

When this setting is disabled, only the default ID of objects are searched and not their aliases.

Set Creation

Default Context

The context that new Sets will be created in.

Tab Behaviour

In Memory Tab Types

When saving the open tabs, the MIME types that will be included.

In Memory Tab Limit

The maximum number of tabs that will be cached in memory. The tabs that may be cached are limited by the MIME types listed in the In Memory Tab Types setting.

After the number of cached tabs reaches this limit, if you open any new tabs that can be cached, the oldest cached tab is no longer cached.

For example, if In Memory Tab Limit is set to 2 and you open a third tab, then the first tab is removed from the cache and only the two most recent tabs (that is, second and third) are saved to the cache. When you select the first tab, it will need to be reloaded from the web server.

Theme

Name of CSS file

The path and filename of an CSS file to over-ride the default CSS and provide, for example, a different colour on the Global Navigation Bar.

Visual Reports

Max list items for Visual Report

If the search criteria used in a saved search finds more results than this limit then a warning message appears.

If this happens, consider changing this setting; but be careful to not exceed the combined performance of the system, the hardware and the network latency.

Banner Text

Top - Left

Location of banner text when printing

Note: Banner Text and Watermark will NOT be applied to documents under the following print operations:

1. Printing from the Accusoft PrizmDoc Viewer

2. Printing a 3D model

3. Printing from the Report Viewer

4. A query form printer-friendly view

Top - Centre

Top - Right

Bottom - Left

Bottom - Center

Bottom - Right

Colours

SVG Colours

Natural is the default value. This enables printing to take place with the original unchanged foreground and background colours from the SVG file.

Black on White forces the printouts to use a black foreground on a white background.

Colour on Black does not change foreground colours, but forces the printouts to use a black background.

Colour on White does not change foreground colours, but forces the printouts to use a white background.

Limits

Max allowed printable pages

Maximum number of pages that can be printed at one time.

Watermark

Default Watermark

Text for the watermark when printing. This value is overridden by the attribute-base watermark where applicable.

Note:

Due to limitations in Accusoft's PrizmDoc Viewer:

Any watermarks that are set will appear not only on the output of the print but also in the Document Viewer when viewing documents in PrizmDoc.

Watermarks do not appear on DGN or DWG files.

Attribute-based Watermark

When an attribute is selected, the value of this attribute on the Document to be printed will be used instead of the Default Watermark.