Plugin templates

Plugin templates define access configurations for plugins.

Warning

Changes in system settings often only take effect when a restart is carried out after closing the system settings (menu item under the button with the user name at the top right, see also introduction).

Prerequisites for a user to be able to see a plugin in the Uniplex:

• The plugin has been activated in a plugin template.
• The plugin template is assigned to the user.

Only installed plugins are available for selection!

Plugins are installed with the Remote admin:

• click the button Apps/Plugins (area 3) in the main window of the Cortex-IP Remote admin

• the plugin is selected and installed via the buttons Directory Import (for plugin in folder form) or File Import (for plugin as XJZ file):

  

Plugins must be activated by license!

Plugins are activated with the Remote admin:

• click the button User (area 3) in the main window of the Cortex-IP Remote Admin

• select the desired user in the UserDialog and click the button Edit:

  

• set the desired permissions in the UserInputDialog in the options/applications area:

  

The button Add is used to configure new entries and the button Edit is used to configure existing entries.

Template editor

In the dialog header, a template can be created with the button Add and another template can be selected with the button Load template . The template will be removed with the button Delete template .

Parameters	Meaning	Note
name	meaningful name of the plugin template
available plug-in buttons	plugins available in the CortexEngine	activate with
activated plug-in buttons	plugins that should be visible for users with this plugin template	remove with change order with and

Organize plugin templates into groups

If the function Groups is active, the record types can be organized into groups for simplified management.

The following actions are possible:

• create groups
• rename groups
• delete groups
• add elements to a group
• remove elements from a group

Note

The actions are shown using the example Field management.

The image shows the field administration with active groups: (1) button Activate groups, (2) button Add group , (3) button Assign selected entries to group , (4) fields from the currently active group

Create a group

The image shows the field administration with active groups

Create user-defined groups

1. click the button Add group

   A new row will be added:

   

2. enter the name of the group (1)

3. click the button (2) Save

   The list with the group names will be updated, the group has been sorted alphabetically.

Rename a group

1. click the group you want to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited or deleted.

   The image shows the edit possibilities of the group:

   

3. edit the group name

4. click the button (1) Save (or Cancel)

   The list with the group names will be updated, the group has been sorted alphabetically.

Delete a group

1. click the group you intend to edit

   The button Edit will appear.

   The image shows the group that can be edited:

   

2. click the button Edit

   The element can be edited.

   The image shows the edit possibilities of the group:

   

3. click the button Delete

   The following confirmation window opens:

   

4. click the button Yes (or No)

   The group will be deleted and the list of groups will be updated.

   Links of elements to this group are automatically deleted.

Add elements to a group

(1) selected group with selected elements you want to add to another group, (2) button Assign selected entries to the group to assign the selected elements to this group

1. select a group (1) from which you want to add elements to another group

2. select all the elements you want to add to the group

3. click the button (2) Assign selected items to group of the new group

   The elements are added to the group.

An element can belong to several groups.

Remove elements from a group

(1) selected group with selected elements to be removed from the group, (2) button Remove selected entries from group to remove the selected elements from the group

1. click the group (1) from which you want to remove elements

2. select all the elements you want to remove from the group

3. click the button (2) Remove selected items from group of the group

   The elements will be removed from the group.

Export and import plugin templates

The following exports and imports are possible for plugin templates:

• export selected data as CSV file
• export selected templates
• import templates

Each export is only carried out for selected rows in the list of plugin templates.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

Export selected data as CSV file

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected data as CSV

   The CSV file will be downloaded and saved in the download folder (or the folder that was set for it in the browser).

   The file name will be generated automatically and will be called #Plug in templates.csv.

A list with the following information will be exported:

Column	Meaning	Note
template name	name of the plugin template
group	name of the group(s) of the plugin template
last edit	time of last edit
last editor	user ID of the last editor

Export selected templates

Plugin templates exported this way can be imported back into a CortexEngine.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. select the rows you want to export

2. click the button Export selected.

   The following window opens:

   

   A .tar file will be downloaded and saved in the download folder (or the folder that was set for this in the browser).

   The file name will be generated automatically.

Import templates

Exported templates from another CortexEngine can be imported into the current CortexEngine by using the button Import.

Image with buttons for export and import

The image shows the export and import buttons: (1) checkbox to select row, (2) button Export selected data as CSV , (3) button Export selected , (4) button Import

1. click the button Import

   The following window opens

   

2. click the button Select file.

   A window with a file folder opens.

3. select a file

   The following formats are suitable for import

   • .tar
   • .tar.gz
   • #Vue.ctxexp

4. click the button Import

   The following window opens (as an example import of a .tar file):

   

5. click the button Close.

   The list with all plugin templates will be displayed again.