Access the Sterling Configurator Visual Modeler

To access the Sterling Configurator Visual Modeler, you follow a set of steps.

1. Login to the Sterling Configurator Visual Modeler tool using login credentials of matrix (modeled as Hub) organization.
2. Click the Configuration Models tab on the Sterling Configurator Visual Modeler home page.

   The Sterling Configurator Visual Modeler page is displayed.

3. In the Models and Groups frame, click a model or a group.

   This displays the current structure (option classes, option items, and groups) for the selected model or group. Click the plus (+) sign to the left to expand the structure of the model.

4. Click Edit in the taskbar.

   This displays the detail page for the model, option class group, or option item group.

5. In the Navigation frame, click on the plus (+) sign to expand the model or group.
6. Click an option class.

   This displays the following tabs in the Content frame:

   • General Info: This tab provides general information about the selected option class. A list box displays the children belonging to this option class. You can also assign a product ID here, define a ratio for the class (the number by which the option item quantity will be multiplied to get the necessary option item quantity). You can create nested option classes and option items as well as attach groups.
   • Display: This tab enables you to set display property values specific to the selected option class.
   • Properties: You can associate with the option class properties to which the option class has access. (The option class has access either to properties defined specifically for the model to which the option class belongs or to properties defined for any model group above the option class in the model group hierarchy.)
   • Rules: You can attach rules defined for the model, as well as for the model group to which it belongs (or to any ancestor model group).
7. In the Navigation frame, click the plus (+) to expand the option class.

   This displays the children of the option class: these may be option items or option classes.

8. Click an option item.

   This displays the following tabs in the Content frame:

   • General Info: This tab provides general information about the selected option item: name and description, effectivity dates, and a field for assigning a product ID.
   • Display: You can set display property values specific to the selected option item.
   • Properties: You can associate with the option items properties to which the option item has access. (The option item has access either to properties defined specifically for the model to which the option item belongs or to properties defined for any model group above the option item in the model group hierarchy.)
   • Rules: You can attach any accessible rules to the option item. (The option item has access to any rules defined at any level above it in the model group hierarchy.)