Video summary

Знакомство с IPS. Урок 1 (интерфейс, навигатор, почта, органайзер)

Main summary

Key takeaways

Educational

Main ideas / concepts covered

  • Purpose of the IPS system

    • IPS (Intermech Professional Solution) is a comprehensive information system developed by Interme.
    • It provides a unified information space inside an enterprise for working with data.
    • It supports data management across the entire life cycle of manufactured products.

  • Main IPS interface elements

    • The IPS main window includes:
      • Menu bar
      • Toolbar
      • Address bar
      • Workspace
    • Many settings can be adjusted for comfort, such as font size.

  • Navigator as the central application

    • Navigator is the main application for all IPS users.
    • On first launch, it shows an “information space” window with key user conveniences.
    • Context menus are central for command access:
      • Right-click opens a menu
      • Available commands depend on where the cursor is (location/category)

  • Working with the navigator tree and right-side content

    • A tree structure typically appears on the left.
    • When selecting a branch:
      • The right working area shows information about the selected element (e.g., list/bookmarks).
    • Expand/collapse:
      • Click plus (+) to expand a branch.

  • Window/workspace management

    • The workspace shows a list of open windows (by default: desktop and navigator).
    • Windows can be:
      • Rearranged via drag-and-drop
      • Closed
    • If everything is closed, windows can be opened through Applications.
    • Display customization:
      • Hide/show the left part of the window using the middle divider
      • Split the screen to view multiple windows simultaneously (drag a window header to split positions)

  • Persistence of display settings

    • Layout/display settings (including splitter widths and window layout) are saved per current user.
    • Next time IPS is opened, the interface returns to the saved state.

  • Key navigation/menu behavior

    • The navigator can show a minimized context menu:
      • Initially contains the first 15 commands
      • Later adapts by showing commands the user uses most often for the current category
    • The minimized menu can be configured/disabled via settings.
    • Tree nodes may use background checking:
      • Initially background checking can be disabled, so some branches show “+” only after update/expansion logic
      • A setting exists for enabling Background checking of nested tree nodes

  • Information space components

    • Desktop

      • A “virtual model” of the workplace.
      • Contains child objects such as selections.
      • Selections act as filters (e.g., objects taken for modification).
      • Edited items appear in the relevant editing selection; when editing is complete, objects disappear from that selection.

    • Mail

      • IPS includes internal mail to organize document workflow based on enterprise-specific business processes.
      • Notifications and mail viewing work only when IPS is loaded.
      • If IPS isn’t loaded often, email forwarding to an external service can be configured.

    • Recycle Bin / my basket

      • Contains deleted objects.
      • Restore depends on permissions and storage-time settings.

    • Recent objects

      • Dynamically generated based on user actions.
      • Recently edited/viewed objects appear here.
      • Display:
        • Right: table
        • Left: hierarchical tree
      • “+” visibility depends on whether children exist and how background checking is configured.

    • Favorites folder

      • Lets users add important objects for quick access.
      • “Add to favorites” is done via the context menu.

    • Color highlighting

      • Certain objects are highlighted:
        • Selected/marked objects
        • Inactive objects
        • Objects taken for modification
        • Objects changed by other users (e.g., highlighted in orange)

  • User interface customization

    • Users can customize:
      • Toolbars visibility
      • Color schemes
      • Button panels
    • Color scheme concepts:
      • A standard scheme exists but is closed for modification
      • Users can create additional schemes and assign colors for UI elements such as:
        • Unmarked objects
        • Marked objects (cursor location)
        • Inactive objects
        • Objects taken for modification (including non-uniform/gradient behavior)
        • Objects changed by others
    • Display settings can be:
      • Saved to a file
      • Loaded, including settings created by another user

  • Organizer module

    • The organizer can display:
      • Organizer objects and tasks
      • Project tasks
      • Mail objects from the inbox
    • Calendar view
      • Right side calendar supports day / week / month
      • Day/week includes hour-by-hour breakdown
    • Creating and editing events/tasks
      • Select a calendar day and time
      • Create via:
        • “create task” button, or
        • double-click on the time field
      • Enter topic/title
      • System records start date/time (can be changed later)
      • Set status and priority
    • Priority behavior
      • Normal/High: user is notified the task was assigned to them
      • Low: user is not notified; task goes to inbox and the inbox folder is highlighted in bold
    • Task details
      • Unreviewed tasks count appears in brackets
      • Can set:
        • category
        • repetition (e.g., weekly) and repetition end date
        • recipients from user lists (including “single list of all enterprise users”)
        • reminders for a period of time; may appear as a pop-up (default “on top”)
    • Events editing
      • Double-click a calendar entry to change parameters
    • A model/example enterprise (“Quickstart IPS”) is referenced:
      • Includes sample users, documents/products, and business processes (e.g., approval of design/tech documentation)

Detailed instruction / methodology bullet points

Adjust font size in IPS window / navigator

  1. Open Settings
  2. Choose IPS parameters
  3. Increase font size
  4. Open Users → Navigator interface
  5. Set:
    • Navigator tree font size = 11
    • Navigator grid font size = 11
  6. Click OK

Note: system settings fonts (e.g., menu bar, context menu) may remain unchanged.

Configure toolbars on/off and create your own panels

  • Right-click in a gray area (empty space without buttons)
  • Use context menu commands to turn toolbars on/off
  • To create custom panels:
    1. Go to settings for additional button panels
    2. Click New Button Panel
    3. Set panel name
    4. Add commands from the context-menu command list
      • Select multiple commands using:
        • Ctrl (non-adjacent)
        • Shift (adjacent)
    5. For each command:
      • Button label default: text
      • Type can be changed to image (or image + text)
    6. Reorder buttons using the provided UI controls
    7. Click Apply
  • Toolbars can be positioned: Top / side / bottom

Navigate within the navigator (tree/list)

  • Use the navigator tree:
    • Expand branches by clicking +
  • Select an element:
    • Right-side working part updates (list/bookmarks)
  • Go to a specific location/address:
    • Select the required address from the list
    • Click Go
  • Use context menus:
    • Right-click to open commands
    • Menu content depends on cursor location and information category
    • A minimized menu may expand:
      • Hover over arrows beneath the minimized menu for the full list

Adjust minimized context menu behavior

  1. Go to Settings → IPS parameters
  2. Go to Users → interface → context menu
  3. Change:
    • Number of commands in minimized menu
    • Whether minimized mode is used or disabled

Manage multiple windows / split screen

  • Split screen
    • Take a window header (e.g., mail title)
    • Drag it down
    • Place it on left / top / right / bottom
    • Both windows become simultaneously viewable
  • Resize windows for comfortable viewing
  • Remove split:
    • Close the secondary window (e.g., email), or
    • Drag the header back to the middle split area

Save and restore interface layout

  • Ensure changes (including splitter widths) are saved for the current user
  • Closing and reopening IPS returns the same state, including split view behavior (split removed when returning to the main workspace)

Enable background checking for nested tree nodes (performance setting)

  • IPS settings → system optimization
  • Enable Background checking of nested tree nodes

Option described: background scanning affects when “+” appears in hierarchical nodes.

Create tasks/events in Organizer

  • In organizer calendar (right side):
    • Choose a day and time
  • Create task/event via:
    • create task button, or
    • double-click in the time field
  • Enter topic/title
  • Review/edit:
    • start date/time (select from calendar and edit time)
    • status
    • task priority
  • Priority effects:
    • Normal/High → user receives notification
    • Low → no notification; task goes to inbox (folder bold)
  • Configure:
    • category
    • repetition (e.g., weekly) and end date
    • recipients (from user list; can show all enterprise users)
    • reminder time (may show as pop-up; default on top)
  • Save/finish (after setting reminder etc.)
  • Edit later:
    • double-click the entry in the calendar and modify parameters

Favorites and recent items behavior

  • Add to favorites: use the context menu on an object
  • Recent objects list:
    • System automatically generates it based on actions
    • Displays as:
      • tree (left)
      • table (right)
    • “+” visibility depends on child existence and background scanning behavior

Speakers / sources featured

  • M. (speaker at the end of the lesson: “This concludes… In the next lesson… All the best and see you again. M.”)
  • Interme (source/company referenced as developer of IPS)

Original video