Use the following procedures to perform activities in a Summary View.
To enable/disable the Metadata Summary View
- Click
on the Home tab to enable the Metadata Summary Views. (The Summary
Views icon is disabled by default.) The icon is now highlighted to indicate that
the feature is enabled. - Click
on the Home tab to disable Metadata Summary Views.
To open a Summary View
- From the Navigation View, click an object (project, process, entity or attribute) you want to see.
- Click on the Home tab. The Metadata Summary View opens in the right side of
the Control
Center.
As you select a different summary view, the Metadata Summary for that view changes.
Note: You cannot open a Metadata Summary View from the Project/Icon View or List View.
To close a Summary View
- Click the close icon (
) in the upper right corner of the Metadata Summary
View.
To pin a Summary View
- In an open Summary View, click the pin icon (
) in the upper
right corner. The view collapses to display as a bar under the ribbon. - To see the view, hover your cursor over the bar. The view temporarily expands.
- To unpin the view, with the view expanded, click the sideways pin icon (
).
To navigate summary categories
- Click the tabs along the top of the view to display the contents of the category. For example, Content Summary and About.
To expand and collapse summary groups
- Click a group title to expand the summary group. One group displays at a time; clicking another group collapses the current group.
To drill down to details or view files from underlined items
- Click an underlined item to display file or detailed metadata in a List View. See
Viewing Process Report Files for the descriptions of process report files.
To drill down to details from graphs and charts
- Double-click a graph or chart to display detailed information about it in a List
View. Hover your cursor over a graph or chart to display a tool tip description
for the selected item.
Note: Some graphs and charts are for display only.
To print a Summary View
- Do one of the following:
- To print the current Summary View, right-click anywhere in the view and select Print
- To print a chart, click the Print the chart icon (
) in the upper right corner of the summary group.
- In the Print window, complete the options and click Print.
To copy a Summary View in text
- Right-click anywhere in the summary view and select Select All.
- Right-click again and select Copy. The selected area is copied to the system clipboard in text.
- Paste the text into your text editor such as Notepad.