User Interface

This chapter focuses on Knowage user interface, providing detailed information on the Main Menu, the Document Browser and some general settings concerning analytical documents. First of all, a short introduction on profiling rules its provided.

Preliminary information

The administrator will provide you a username and a password to log in Knowage environment.

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Fig. 96 Login page

These credential identifies you as user and are associated to your role.

In Knowage suite, roles represent categorizations of group of users, granting each user with different rights and visibility criteria on documents and data, according to their business profile.

This is what is called Behavioural Model. It allows to:

  • reduce the required number of analytical documents,
  • code only once the behavioural and visibility rules on data,
  • guarantee the uniform growth of the project over time,
  • guarantee the respect of the visibility rules over time, with no limit on the number analytical documents that can be added.

All the analytical documents are strictly related to the behavioural model. In fact, the behavioural model guides the behaviour of the analytical documents according to the user’s role, managing the visibility of documents and data.

Every role belongs to a predefined role type. The available role types are listed and described below.

Table 12 Role types
Role Type Description
General administrator. Manages all Knowage functionalities.
Model administrator. Manages the behavioural model and its associated functionalities.
Developer. Creates and modifies datasets and documents.
Test user. Tests analytical documents.
End user. Executes documents visible to him and creates ad-hoc reporting analysis.

From now on we suppose the reader has a role of type “End user”. If some grants are optional for this role we will state it.

Document Browser overview

From BI functionalities Menu, select image20 to open the Document Browser.

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Fig. 102 Document Browser

By default, the page is divided in two parts, as shown in Figure above: in the left side there is the functionality tree representing the folder structure, while on the right you can see the list of all documents contained in the selected folder.

Each line shows the label, the name, the author and the type of the document, while the play button at the end of each row executes the document. Moreover, clicking on a line opens a side panel on the right of the page. Here you can see more metadata information such as the document description, the state and the creation date (see Figure below).

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Fig. 103 Documents details expanded.

At the top of this side panel you find the image24 button, the same one you see at the end of each document line. Click on it to execute the document.