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Blueprint Editor Menu Bar

Use the Blueprint Editor menu bar to access common Blueprint tasks.

Note: The Blueprint Editor menu bar is dynamic so options vary depending on what is active in the Blueprint Editor Main pane (ex: When the Object Manager is active, several additional options are available on the Edit menu; when a Grid is active in the Object Manager, the Grid Menu Bar item appears with Grid-specific commands; when a Form is active in the Object Manager, the Form Menu Bar item appears with Form-specific commands; etc.).

Blueprint Editor Menu Bar

File Menu

Action

Description

Save Blueprint to disk

Saves changes to the active Blueprint.

Save As

Saves the new or active Blueprint as a named .bp file.

Close Blueprint

Closes the Blueprint, but not CSM Administrator. If the Blueprint is not yet saved to a named .bp file, you are prompted to name and save it. If changes are not yet saved, you are prompted to save them to the active .bp file.

Print Grid

Note: Only visible when a Grid is active in the Main pane.

Prints the active Grid.

Export Grid

Note: Only visible when a Grid is active in the Main pane.

Exports the active Grid.

Scan Blueprint

Scans the active Blueprint for potential errors.

Publish Blueprint

Publishes the active Blueprint to a test or live system.

Blueprint Changes

Opens a window, and then view the items that have been added, changed, or deleted in the active Blueprint.

Exit

Exits CSM Administrator. If you are working in a Blueprint and have unsaved changes, CSM prompts you to save your changes.

View Menu

Selects what to display in the Blueprint Editor Main pane.

Action

Description

Object Manager

Opens the Object Manager Home page. For more information about the Object Manager, refer to the Business Object documentation.

View Business Object

Opens the Business Object Editor, and then manage the active Business Object.

View Relationship

Opens the Relationship Editor, and then manage Relationships for the active Business Object.

View Form

Opens the Form Editor, and then manage Forms for the active Business Object.

View Grid

Opens the Grid Editor, and then manage Grids for the active Business Object.

View Arrangement

Opens the Form Arrangement Editor, and then manage the Form Arrangement for the active Business Object.

Find Dependencies

Displays the active Business Object's dependencies.

Edit Menu

Action

Description

Cut

Moves the selected item to the clipboard, and then paste the item into a new location.

Copy

Copies the selected item to the clipboard, and then paste the item to a new location.

Paste

Inserts an item from the clipboard to a new location.

Managers Menu

Action

Description

Automation Processes

Opens the Automation Process Manager.

Calendar Manager

Opens the Calendar Manager.

Counters

Opens the Counter Manager.

Dashboards

Opens the Dashboard Manager, Widget Manager, or Metric Manager.

Database Server Objects

Opens the Database Server Objects Manager.

Document Repositories

Opens Document Repository Manager.

Expressions

Opens the Expression Manager.

External Connections

Opens the External Connections Manager.

Formats

Opens the Stored Format Manager.

Group Maps

Opens the Group Map Manager.

Images

Opens the Image Manager.

Knowledge

Opens Knowledge Mapping Manager and Knowledge Source Manager.

One-Step

Opens the One-Step Manager.

Searches

Opens the Search Group Manager.

Site Manager

Opens the Portal Site Manager.

Stored Values

Opens the Stored Value Manager.

Teams

Opens the Team Manager.

Themes

Opens the Theme Manager.

Visualizations

Opens the Visualization Manager

Tools Menu

Action

Description

Directory Services

Opens the Directory Services window, and then configure and manage your Directory Service integrations (ex: Active Directory, LDAP, etc.).

Configuration Management Setup

Opens the Configuration System Manager, and then configure and manage your configuration management system integrations (ex: Cherwell Discovery and Inventory™ (CDI)).

Export Schema

Exports a Blueprint Schema to a .bp file.

View Publish Log

Displays the Published Blueprint Log.

Options

Opens the Blueprint Options window, and then define global database settings (ex: Timeout values, Foreign Keys, Transaction Log, Grid and Form display settings, etc.).

Help

Action

Description

Blueprint Help

Opens the CSM online help.

Report Error

Opens a Report Error window, and then report an error to Cherwell Software, LLC.

About

Opens an About window to view version and licensing information for CSM.

See Also

Blueprint Editor

Blueprint Editor Toolbar

Blueprint Editor Task Pane

Blueprint Editor Main Pane