1. Core LIMS Training: Advanced Administration

2. Course Topics Creating Custom Applications Custom Naming Templates
Conditional Formatting
Rules
User-Defined Equations
Note: This training assumes that you have reviewed and understand Basic Administration Training
Other Advanced Topics are separate slide decks: Triggers, CoreScripts, and Velocity Templates
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3. What is an Application?
An application is a limited set of related functionality a user might need to use to perform a given process or role
An individual user can have one or more applications that they might need to use
All applications are pointed at the same database but actions a user is allowed to perform on the data are different
Core LIMS provides several applications off the shelf – users can toggle between any application that is available to them from the Application menu located in the upper right corner of every page
Changing applications will automatically change the Application-Specific menus on the left side of the page
LIMS administrators can also create their own custom applications
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4. Finding Current Application Types
1) Navigate to the Main Admin Panel
2) Navigate to the Application Entity Type List
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5. Finding Current Applications
Select List All to see the current applications
Core standard applications will have a ci_app_ prefix in the name; click on the hyperlink to see the record
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6. Configuring Custom Applications
LIMS Administrators can now create their own applications for users for greater control over what a user will specifically see
Only expose required functionality
Simplifies user navigation
Another method to control user access
Admins can configure:
URL
Icons
Java menus
Details page hyperlinks
User access
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7. Steps to Build a Custom Application
Create a New Application
Give Your Account Access To Application
Create Main Menu and Menu Items
(Add Super Types and Entity Types)
Modify Sub-Menu Functions or Hyperlinks (optional)
Provide Users Access to Application
Migrate Application From Dev to Production System
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8. Create a New Application
Navigate to Main Admin Panel > Application > Core Application > New
Enter the general metadata for the application
Tip: The word “Application” will appear in the welcome message so you should avoid using “Application” in the display name
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9. Application Home Page
In a blank application there are no Application-specific menus yet
Users without administrative privileges will only see the Welcome message; Currently you can not configure the content on this home page
Will allow you to build the application content
Will allow you to edit the metadata you just entered
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10. Grant Your Account Access to the Application
Use the User menu in the upper left corner to navigate to your Employee Details page
Edit the record and add your application to make it available in your Application menu
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11. Create Main Menus Navigate to your Application Home Page
Select Edit Navigation hyperlink
Select a Super Type that a user would need access to in the application and select the Edit button
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12. Create Main Menu Items
Any previously saved Entity Types will be displayed on the left
Remove the number and leave a blank text box to delete the current menu item
If there are no Entity Type menu items with numbers on either the left or the right, then the Super Type menu will be removed
Available Entity Types that you can add as a menu item are on the right side
Type in a number for any Entity Type you want to display as a menu item
Menu items will be displayed in numerical order
Click Submit to save changes
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13. Order Main Menus
After you have selected some Super Types and underlying Entity Types, the Super Types will be listed in the Existing Super Types section
Edit the numbers on the right to select an order to display the main menus and select Reorder to save changes
New menus will be created here
To edit or remove Entity Types or Super Types use the Edit button
Special Cases:
Sample-lots will automatically be under Sample menus
Report Formats (Entity under List Super Type) will get its own menu
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14. Sub-Menu Functions
Functions in the sub-menus are automatically inherited from previously set up applications
However, administrators can reconfigure them:
Navigate to the Main Admin panel >
Select List All Entity Types on the desired Super Type>
Select Navigation on the desired Entity Type
>
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15. Editing Sub-Menu Functions
Just like menu item selections, current sub-menu functions are on the left and available ones are on the right
Type a number next to any function you want to display
Functions will be displayed in numerical order
Leave text boxes blank to remove them
Scroll to the very bottom Submit button to save changes
Can copy these changes to other Entities of the same Super Type
Changes will apply to ALL applications that use these Entity Types
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16. Details Page Hyperlinks
Similarly, the functions or reports that are hyperlinked of a record (Details Page) have already been configured with a default setting, but an administrator can edit those
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17. Modifying Details Page Hyperlinks
Navigate back to the Navigation hyperlink of the Entity you want to edit:
Navigate to the Main Admin panel >
Select List All Entity Types on the desired Super Type>
Select Navigation on the desired Entity Type
Scroll down to the Functions section
Make changes exactly like the Sub-Menu Functions
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18. Granting Many Employees Access (Load Entities)
Use the Load Entities tool on Employee to batch update the new application to many users at the same time
Separate multiple applications by commas
Don’t forget to include their current applications or you will write over them
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19. Granting Many Employees Access (List Functions)
List All Employees and send desired users to Employee List Function page
Don’t forget to include current application or you will write over them
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20. Transferring an Application From Dev
Applications can be transferred between systems using the Application Import/Export links
There are 2 options to export an application on the application’s home page from the development system
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21. Transferring an Application Into Prod
In the main admin panel of the production system, select the Application Import hyperlink
Click on apps hyperlink to get correct components displayed
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22. Transferring an Application Into Prod cont.
After the preview, select Force Load Recursive to import the application
Scroll down to the bottom of the page
Browse to the XML file you exported from Dev
Use the Preview button first to verify what will be loaded
Deselect any unwanted items
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23. What is a Custom Naming Template?
Way to provide a formula to automatically name a record without user input
Creates a consistent naming convention
Can make it easier to search for records
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24. Templates are Defined in Admin Panel
Go to Main Admin Panel > Edit Attributes of desired Entity > enter a formula in Name Template section
Available attributes that could be used are listed below – copy and paste any desired attributes into formula
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25. Formula Rules
Available attributes in the list can be used as formula variables (copy and paste them to ensure exact spelling)
Enclose variables within curly brackets and precede by a $ (Example: ${Attribute1}_${Attribute2})
Alphanumeric text that will be a constant value can be typed directly into the string without brackets (Example: Employee_${Attribute1})
User-provided input will overwrite formula value
Formula must produce a unique name – if it creates a duplicate name already in the system then the name will default to the barcode
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26. What is a Conditional Format?
Just like in Excel, you can set specific attributes to be displayed as a colored cell if they meet criteria specified by administrators
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27. Specifying Conditional Formatting
1) Navigate to the main admin panel > select desired Entity > select Conditional Formats
2) Enter desired conditions, values, and colors
3) Select Add Rules to save changes
Current rules are listed at the bottom; Click Remove to delete them
Can use a simple color name or hexadecimal code to choose color
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28. What is a Rule?
A rule is a way to limit values are allowed for an attribute or an associated attribute.
It is enforced when records are created or updated.
Example rules for an Entity Type
Example system message when trying to update a record that does not have an allowed value – user must change value in order to save the record
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29. Specifying a Rule
1) Navigate to the main admin panel > select desired Entity > select Rules
2) Choose whether rule is for an attribute or an attribute of an associated Entity Type
3) Enter Conditions/Values and select Add Rules
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30. What is a User-Defined Equation?
A user-defined equation can create an attribute by performing math operations on other attributes or fixed constants
2 Major Use Cases
Admin stores an attribute calculated from other attributes
End User adds column to Report Format that calculates new attribute on the fly
Once created, a user equation can be a data type that is reused for other Entity Types
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31. Specifying a User-Defined Equation
Navigate to the main admin panel > select desired Entity > select Edit Attributes
Give an Attribute name, select NEW USER EQUATION for Data Type, make sure Call Seq is last, check the Select checkbox and save changes
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32. Entering an Equation
Attributes and fixed constants can be used as variables
Do not use brackets for variables
Available Attributes to use are listed below
Available Functions to use are listed below
When you Update the record, the equation will be tested using the Test Values
8/8/2018
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