seitime-frappe/docs/old/apps_intro.html
2011-06-29 14:41:49 +05:30

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<li><a class="reference external" href="">Using the Administrator Interface</a><ul>
<li><a class="reference external" href="#what-is-an-application">What is an Application?</a></li>
<li><a class="reference external" href="#administrator-login">Administrator Login</a></li>
<li><a class="reference external" href="#creating-entities">Creating Entities</a></li>
<li><a class="reference external" href="#managing-roles">Managing Roles</a></li>
<li><a class="reference external" href="#creating-users-profile">Creating Users (Profile)</a></li>
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<div class="section" id="using-the-administrator-interface">
<h1>Using the Administrator Interface<a class="headerlink" href="#using-the-administrator-interface" title="Permalink to this headline"></a></h1>
<p>Applications are built using the web based administrator interface of the framework.</p>
<p>Let us start discuss how to build applications using the basic building blocks</p>
<div class="section" id="what-is-an-application">
<h2>What is an Application?<a class="headerlink" href="#what-is-an-application" title="Permalink to this headline"></a></h2>
<p>Let us define a typical web application as being a set of:</p>
<blockquote>
<ol class="arabic simple">
<li>Users - who use the application</li>
<li>Roles - roles assigned to users for various functions</li>
<li>Pages - where users navigate and see relevant information</li>
<li>Forms - where users enter new data</li>
<li>Reports - where users get a tabulated view of their data</li>
<li>Permission Rules - that define what each role is allowed to do or not do</li>
<li>Logic - Automatic actions that are performed at various events</li>
<li>Validations - Checks that ensure the data entered by the users is valid</li>
<li>Print Formats - Printable documents based on the data users have entered</li>
<li>UI Widgets - Menus, Lists, Dialogs that are used for navigating, entering or displaying information</li>
<li>Module - So that you can group Roles, Forms, Pages, Reports for more complex applications</li>
</ol>
</blockquote>
<p>Let us now start building these entities in the wnframework</p>
</div>
<div class="section" id="administrator-login">
<h2>Administrator Login<a class="headerlink" href="#administrator-login" title="Permalink to this headline"></a></h2>
<p>An application is built via the browser front end. To have the right access to build applications, you must
login as an Administrator.</p>
<p>If you are in a new system that does not have any application, your first login as &#8220;Administrator&#8221; is the
Administrator login.</p>
</div>
<div class="section" id="creating-entities">
<h2>Creating Entities<a class="headerlink" href="#creating-entities" title="Permalink to this headline"></a></h2>
<p>To create any entity, you must have the relevant permission. Once you have the relevant permission, you can
create new entities from the top toolbar.</p>
<p>Look out for the &#8220;New&#8221; button on the top left of the page. Via the &#8220;New&#8221; dialog box, you can create any
entity you have rights to create.</p>
<div class="admonition note">
<p class="first admonition-title">Note</p>
<ul class="last simple">
<li>Entities in wnframework are known by their &#8220;name&#8221;. Name has the same concept as id - its a unique key
for that entity (same as a Primary Key).</li>
<li>Every entity also has an &#8220;owner&#8221; - By default this is the user who creates that entity.</li>
</ul>
</div>
</div>
<div class="section" id="managing-roles">
<h2>Managing Roles<a class="headerlink" href="#managing-roles" title="Permalink to this headline"></a></h2>
<p>Roles are assigned to users so that you can define a group of users and set permission (or other) rules.</p>
<blockquote>
<ol class="arabic simple">
<li>To create a new role, click &#8220;New&#8221; on the top toolbar and select &#8220;Role&#8221;</li>
<li>Give the Role name, use descriptive names here like - &#8220;Contact Manager&#8221;</li>
<li>Set the module, (use the standard; if you want create a new module, go ahead!)</li>
<li>Click on the green &#8220;Save&#8221; button</li>
</ol>
</blockquote>
<p>Your new Roles is created! To check, click on the &#8220;Search&#8221; button on the top toolbar and select &#8220;Role&#8221;
Click on &#8220;Search&#8221; and see that your new Role is added to the list of already existing roles:</p>
<div class="admonition note">
<p class="first admonition-title">Note</p>
<p>Pre-defined roles. There are 3 basic roles that are pre-defined in the system. It is suggested,
you leave them as it is!</p>
<blockquote class="last">
<ol class="arabic simple">
<li>Administrator: Role given to the application builder / maintainer</li>
<li>All: All logged in users have the role &#8220;All&#8221;</li>
<li>Guest: Users who are not yet logged in.</li>
</ol>
</blockquote>
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<div class="section" id="creating-users-profile">
<h2>Creating Users (Profile)<a class="headerlink" href="#creating-users-profile" title="Permalink to this headline"></a></h2>
<p>A Profile (=user) has a unique identity in the system and can be tagged as an &#8220;onwer&#8221; to a data record.
Profiles can also be assigned Roles that restrict what they can do. You can also define custom logic
for a Profile</p>
<p>To create a new Profile:</p>
<blockquote>
<ol class="arabic simple">
<li>Create a new Profile via &#8220;New&#8221; on the top toolbar</li>
<li>Enter the mandatory &#8220;First Name&#8221; and &#8220;Email&#8221; values</li>
<li>&#8220;Save&#8221; the profile via the &#8220;Save&#8221; button</li>
<li>The user will be sent an email with her random-genereated password. You can also set a custom password
by clicking on the &#8220;Password&#8221; tab and setting the password.</li>
<li><em>To assign a role, click on the &#8220;Roles&#8221; tab and add a &#8220;Role&#8221; in the table.</em></li>
</ol>
</blockquote>
<p>Once a Profile is created, the user can login with the login id (email) and password.</p>
<div class="admonition note">
<p class="first admonition-title">Note</p>
<p>Profiles are given an id that is the same as their email id. Why did we do this?</p>
<blockquote class="last">
<ul class="simple">
<li>Email Ids are good unique identifiers. Your users may have the same first and last names,
but they would have separate Email Ids</li>
<li>People usually remember their email ids</li>
<li>Email Ids are these days the de-facto way to define login-ids</li>
</ul>
</blockquote>
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