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It is designed so that any existing interface configuration will not be impacted.
[[Image:ArcadiaInterface.png|center|border]]
==General Overview==
* Go to Global Settings - Business and System Configuration, and click on '''Arcadia Settings''' hyperlink.
[[Image:ArcadiaGlobalSettings.png|center|border]]
* User is presented with the Arcadia Settings page.
[[Image:ArcadiaSettings.png|center|border]]
* Click on '''Manager Permissions''' hyperlink in the '''Arcadia Configuration''' section.
[[Image:ArcadiaManagerPermission1.png|center|border]]
* User is presented with the Arcadia permission options.
[[Image:ArcadiaManagerPermission2.png|center|border]]
* Click on the '''Arcadia - Enable Arcadia''' hyperlink to select the roles that can access the Arcadia interface, and then click Save.
[[Image:ArcadiaManagerPermission3.png|center|border]]
* Click on the '''Arcadia - Switch Between Arcadia and Classic View''' hyperlink to select the roles can switch between the Arcadia interface and the classic SmartSimple interface, and then click Save.
[[Image:ArcadiaManagerPermission4.png|center|border]]
* A user in one of the roles selected in both the '''Arcadia - Enable Arcadia''' and '''Arcadia - Switch Between Arcadia and Classic View''' sections will have the ability to switch back to the classic interface by clicking on the drop-down option by their name and then selecting the Classic Interface option.
[[Image:ArcadiaClassic.png|center|border]]
* A user in one of the roles selected in just the '''Arcadia - Enable Arcadia''' section will not have the ability to switch back to the classic interface. Instead the Arcadia interface will be the default interface.
Continued access to these portal interfaces in the Arcadia interface is permitted through the use of the '''My Portal menu''' option.
[[Image:ArcadiaPortal.png|border]]
This is configurable by following the steps below:
* Click on the Lookup button.
[[Image:ArcadiaPortalLookup.png|border]]
* In the resulting screen check the box against those roles that requires continued access to their portal interface, or check '''Everyone''' if all users in all roles should have access. Then click OK.
[[Image:ArcadiaPortalRoles.png|border]]
* The Roles field should now be populated with the roles selected.
[[Image:ArcadiaPortalSelected.png|border]]
* When a user in one of these roles logs into the system they will now have the option to view their portal interface by clicking on the drop-down option by their name and then selecting the My Portal option.
[[Image:ArcadiaMyPortal.png|border]]
* Select the [[UTA]] from the drop-down list.
[[Image:ArcadiaUTA.png|border]]
* A number of additional options are now exposed to the end-user:
:* Tab Settings
[[Image:ArcadiaUTAOptions.png|border]]
* Click on the KPI Settings hyperlink.
[[Image:ArcadiaKPI1.png|border]]
* This launches the KPI Settings section.
[[Image:ArcadiaKPI2.png|border]]
* Click on the New option to start the creation of a new KPI.
[[Image:ArcadiaKPINew.png|border]]
* Populate the Name field with descriptive text appropriate for the KPI being created.
[[Image:ArcadiaKPILabel.png|border]]
* Select the Aggregation Method from the drop-down list. This controls how the data will be aggregated when presented via the KPI.
[[Image:ArcadiaKPIAggregate.png|border]]
* Select the Chart Type from the drop-down list. This controls the type of chart used to represent the data.
[[Image:ArcadiaKPIChart.png|border]]
* Populate the Display Order field with an appropriate numeric value. This will control the placement of the KPI on the screen, with lower display orders meaning that the KPI will appears closer to the start.
[[Image:ArcadiaKPIOrder.png|border]]
* Select the Aggregation Field from the drop-down list. The drop-down will display the [[Standard Fields]] and [[Custom Fields]] within the selected UTA that the raw data will be aggregated against.
[[Image:ArcadiaKPIField.png|border]]
* Size field defaults to a width of 180 pixels and a length of 100 pixels. These values can be overwritten as necessary.
[[Image:ArcadiaKPISize.png|border]]
* Click Save
* The KPI will now appear to the left of the screen in the list of available KPIs.
[[Image:ArcadiaKPISaved.png|border]]
* The KPI should now appear in the Arcadia interface for those roles with appropriate permissions.
[[Image:ArcadiaKPIInterface.png|border]]
* Click on the UTA Custom fields hyperlink.
[[Image:ArcadiaCustomField.png|border]]
* In the resulting screen click the New tab to start adding custom fields.
[[Image:ArcadiaCustomFieldNew.png|border]]
* The New Custom Field window is displayed, including the various setting options specific to that field.
* If the Tab Name was not populated for the field it should appear at the top of UTA specific Arcadia interface for those roles with appropriate permissions.
[[Image:ArcadiaCustomNoTab.png|border]]
* If the Tab Name was populated for the field it should appear at the bottom of UTA specific Arcadia interface for those roles with appropriate permissions. The field will only be visible after clicking on the Tab that is contained within.
[[Image:ArcadiaCustomTab.png|border]]
===Show Advanced Search===
[[Image:ArcadiaAdvanceSearch1.png|border]]
The [[Advanced Search]] feature enables quick and easy input of multiple search criteria including AND, OR and NOT operands.
* In the resulting screen check the box against those roles that requires continued access to their portal interface, or check '''Everyone''' if all users in all roles should have access. Then click OK.
[[Image:ArcadiaPortalRoles.png|border]]
* The Advanced Search option should now appear in the Arcadia interface for those roles with appropriate permissions.
[[Image:ArcadiaAdvanceSearch2.png|border]]