Menu Structure

This topic is related to sections:

• Migration User Interface

• Accessibility Settings

Menu Bar

The Syniti Migrate Menu Bar is visible on every page of online help. The Syniti icon in the left corner when clicked will return to Syniti Migrate Landing page. The Syniti Migrate Menu is set as a drop down list of the major sections of the application.

The Menu Bar allows the user to navigate to each functional area of Syniti Migrate including Catalog, Migrate, Validate, Monitor, and Administer. Within each of these functional areas are a vertical list of processes associated to that functional area. Upper left corner of Menu displays the Syniti icon that may be clicked from any page to return to Home Landing page. Each page of the system provides a title which describes the topic or purpose of the page.

The User Profile Setup is shown as a User Profile  icon. NOTE: Refer to section for User Profile Setup within  Syniti Migrate User Interface .

Syniti Migrate Menu Functional Areas

Multi-panel Page

From the Syniti Migrate home page, navigate to other sub menu pages. Many pages contain multiple panels, as seen below.

There are four panels on this page, but there may be any number of panels within a page. In most cases, these panels may be sized either vertical or horizontal to adjust to view more data. Generally, the panels are dependent upon the one prior. In this example, the Datasets displayed are a list from the Release that is highlighted. The Targets are a list based upon the Datasets highlighted, and the Sources are a list from the Target highlighted. Each panel provides a count of the associated rows of that panel. From the multi-panel page, you can select fields to navigate to detail page views.

Within each panel, rows of that panel type are displayed and may be altered, added, deleted for that panel. The multi-panel page allows users to dive down from header into the details of the information within one page.

Note

All date/times are saved to the database in UTC, and then formatted in user's local time zone on the front end. The Job Queue Scheduled Jobs are stored in UTC time only.

Dialog Box

Within a page, links can open a dialog box to store details for the row of data. The wizard setup for Datasources is an example of a set of dialog boxes. A dialog box does not contain help icons, but at the page level, online help contains the details for the page and dialog boxes that display

during the use of the page.

Hover and Hyper-Link Selection

Every grid list of data will provide highlighting of the rows. The selected row will highlight in a Light Blue and if the user should hover on a different row, the color of that row will change from standard Gray/White to a Lighter Blue color as shown below. Should the user click to select the highlighted row, it will then change to the Blue color and the original row will return to its original color in the grid.

Should a field in the grid row contain a link, then it will also change colors when the cursor is positioned over this field. Should the user click to select the link, the system will change to the linked page. See an example below:

Sliding Divider Bar

Throughout the Migration system, pages will provide the ability to move the divider bar between panels for a Vertical break or Horizontal break.

As one example of this benefit, Dataset Design provides the user ability to move or slide the vertical page break from left to right and back. There are two images provided below to show how this functionality works for this section of Migration.

Double Click to View Details

Any row in a grid that contains details may be viewed by a Double click on the row.

Drop Down Lists

Certain fields will provide for a drop-down list option for selection of a value rather than a write in. These fields may be populated from a user built list of values stored within Administer > Advanced > Listboxes or they may be supplied as a filter view of the available values made up from the Migration data stored. These fields will display an Arrow icon to click to open the drop-down list for selection as shown below.

Once the Arrow Icon has been clicked the list of possible entries will display. Drag the vertical bar up or down to locate the value and then click on the value to select and set it into the field.

Font Awesome External Link icons

Certain fields will provide for a link to an external page. In this example, the Link   icon will provide access to a window of details for the associated field. As shown below, the Stakeholder field will provide both active (Dk Blue) and inactive (Gray) icons for links to the Stakeholder details window.

Breadcrumb Pathways

As the user progresses into deeper details for the objects, the Breadcrumb Pathway will display each object with links to view these details. Currently, the object hierarchy exists within Dataset Design, Datasources, and ETL pages. Each leg of the path may be clicked to go to that page. These pages use Object Hierarchy:

Data Element

Dataset

Datasource

Column

Table

Instance

ETL Job List (at Dataset Level)

Note

As the user scrolls down the details panel, the Breadcrumb path will remain in view.

Basic Functions

There are several basic action buttons throughout Migration. Below is a list of buttons in Migrate:

Icon	Function	Description
	User Profile	Allows user to update their profile and password and used to Log out of Migration.
	Edit	To edit an existing object, click the Edit icon to navigate to the detail view window where you can edit all relevant fields.
	Add	To add a new object to a panel, click the Add icon to navigate to the detail view window.
	True/False/Yes/No	To toggle the value of a field to on/off, true/false or active/inactive, click the slider icon to set the object in one of two states.
	Delete	To delete the current object, click the Delete icon, and select OK/Cancel on the subsequent verification window. NOTE: This action cannot be undone. Deleting an object will also affect tables, fields and mapping in the future steps of the process.
	Save	To save a new or edited object, click the Save Icon. When you have completed any changes, be sure to click the save button or all changes will be lost.
	Search	To search for values in any relevant fields, click the Search icon and type the desired search value in the field drop-down.
	Cancel	To exit the detail view window without saving the changes made, click the Cancel icon.
	Options or Actions	To trigger a pop-up window of options available for a selected object.
	History	To display the history or audit trail of a selected object.
	Show/Hide	To view on page the data of a selected object.
	Export	To export and save to a local drive the data of the selected object.
	Comment	To allow for adding comments to the row of data.
	Rule	To provide documented sets of rules by which to qualify the data for the elements.
	Help	The Help icon will link to the page in Syniti help text to provide detailed explanation of this section and use.
	Link to Details	To view and edit the details of a field, click on this icon.
	Subscribe	Allows the user to subscribe for notifications of that object. Click to Subscribe or UnSubscribe
	Debug Log	Links user to the Debug Log entry that applies to the current item

Page Grid Options

As with any page grid of data, on the right upper corner, click the Hamburger Details icon to view the options for show or hide grid columns, reset columns, and filter rows. This is extremely handy for situations where the list of available Columns is larger than the panel can display. Once the user has determined the list of columns as a standard, that list should be present each time the user will log onto the system. The user can manage the grid by using the following options:

• Show / Hide grid columns -

• Reset Column widths

• Filter rows - 

• Pin columns to side

Column Grid Options

On any page with a grid of data, each column will provide an Options icon for that column's options. Click on the Down Arrow to open the column options for Sorting, Grouping, and Pinning that column in the grid.

Notifications

In Syniti Migrate, you can subscribe to email notifications when changes are made to field values for the Dataset Design and Mapping processes. For Job Queues, you get notified with a detailed status of a job in an email. On the Job Queues page, email notifications for the status and outcome of the job are sent to the user who adds a job queue to the system. Refer to the Notification of Job Complete section on the Job Queues page for more information.

To subscribe for email notifications:

• Dataset Design:

  1. In Syniti Migrate, click Dataset Design.

  2. In the Datasets panel, select a required dataset and click the Edit icon. The Dataset page is displayed with its details.

  3. Click the Notifications icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.

  4. Click OK and click the Save icon to save your changes.

• Mappings:

  1. In Syniti Migrate, click Mappings.

  2. In the Releases panel, select a required release.

  3. In the Datasets panel, select a required dataset and click the Edit icon. The Release Dataset dialog box is displayed with its details.

  4. Click the Notifications icon to receive an email notification for the changes made to this dataset. The Subscription Status pop-up box is displayed.

  5. Click OK and click the Save icon to save your changes.

  6. To receive email notifications for the Source tables, turn on the Notifications toggle button for the required source tables in the Sources panel.