Create Data Collection Menu
Explanation
This activity is used to create, maintain, and view the data collection menu.
This task is to be performed by a system administrator or an equivalent person.
The menu can consist of folders, processes, and/or configurations in an n-level
structure.
The menu can be connected to a company and/or a site. If there is one menu connected
to a company and another menu connected to a site within that company, the menu connected to the site will
be used.
Prerequisites
- The user running the scanning client must be given access to the
configurations that have been added to the menu to be able to view and start
them.
System Effects
- As soon as a data collection menu is created and connected to a company
and/or site it will be used when running the scanning client.
Window
Data Collection Menu
Related Window Descriptions
Data Collection Menu
Procedure
- Open the Data Collection Menu window.
- Click New.
- In the Menu ID field, enter an ID, using no more than 50
alphanumeric characters.
- Enter a description for the menu and then click Save.
To add a folder, follow steps 5-9 or use the Add Folder activity from
the Data Collection Menu/Structure tab.
- Select the level to which you want to add the folder in the navigator
tree. If the structure is empty it will be added to the root of the tree.
- Create a new record on the Structure/Structure tab.
- Set the preferred sort order using the Sort Order field.
- Select folder from the Type field.
- Enter a description for the folder and then click Save.
Note: By following steps 5-9 repeatedly, you can create an n-level
structure.
To add a process, follow steps 10-14 or use the Connect to Menu
activity from the Data Collection Menu/Structure/Processes tab.
- Select the level to which you want to add the process in the navigator
tree. If the structure is empty it will be added to the root of the tree.
- Create a new record on the Structure/Structure tab.
- Set the preferred sort order using the Sort Order field.
- Select process from the Type field.
- In the Process ID field, enter a process using the List of Values
and then click Save.
Note: Repeat steps 10-14 to add more processes.
To add a configuration, follow steps 15-19 or use the Connect to Menu
activity from the Data Collection Menu/Structure/Processes tab.
- Select the level to which you want to add the configuration in the
navigator tree. If the structure is empty it will be added to the root of
the tree.
- Create a new record on the Structure/Structure tab.
- Set the preferred sort order using the Sort Order field.
- Select configuration from the Type field.
- In the Configuration ID field, enter a configuration using the
List of Values and then click Save.
Note: Repeat steps 15-19 to add more configurations.
To connect the menu to a company follow steps 20-21.
- Create a new record on the Valid for Companies tab.
- Enter a company or search for it using the List of Values and then click
Save.
To connect the menu to a site follow steps 22-23.
- Create a new record on the Valid for Sites tab.
- Enter a site or search for it using the List of Values and then click
Save.