Comparison Profiles
Comparison profiles bundle the settings that i-net PDFC uses to compare documents. A profile defines, among other things, the comparison mode, the compared content types and the filters in use. You select and edit profiles directly in the comparison interface.
Activate and make profiles available
The Configuration application manages the profiles provided by i-net PDFC and installed extensions under Comparison → Profiles. Activated profiles are available in the comparison application's profile selector. When you deactivate a profile, it is no longer offered as a provided profile.
Activation controls the availability of a provided profile. It does not grant permission to edit or publish a profile. At least one provided or published profile must remain available so that users can start comparisons.
Profile origin and status
The profile selector groups visible profiles by origin:
- Provided profiles - Profiles supplied with i-net PDFC or an installed extension, as well as profiles provided centrally.
- Shared profiles - Profiles published for specific users or groups.
- Own profiles - The current user's personal profiles and, where applicable, custom settings for a comparison.
The selector displays the profile name and description. The Customized status identifies a personal profile derived from a provided profile. The Centrally provided status identifies a centrally managed profile that does not belong to the current user. A warning icon indicates invalid or no longer assignable settings. For an editable profile, the application can offer a cleanup action that removes invalid settings.
The central template of a provided profile is not overwritten by personal changes. If a profile is not editable, duplicate it using Duplicate... and edit the own copy. The sidebar can also maintain a personal customized derivative of a provided template.
Permissions
The application checks the configuration permission for server-wide administration. Administrators with this permission can manage other users' shared profiles and publish profiles. In the web interface, access to the Users and Groups application is also treated as administrative access when that application is installed.
The owner can edit and delete own profiles. Editing a shared or centrally provided profile owned by someone else is limited to administrators with the required permission and to editable entries. Provided standard profiles cannot be renamed.
Create and manage profiles
Create profile and Actions are located in the profile sidebar header. The available actions depend on the profile origin, editability, permissions, server restrictions and Drive availability:
- Edit description... - Change the name and description of an editable own profile. Provided and customized profile identities cannot be renamed.
- Duplicate... - Create an own copy of the selected profile. This is the intended way to customize a profile that cannot be edited.
- Delete - Delete an own profile. A public profile owned by someone else can only be deleted when the required administration and editability are present and no restriction prevents it.
- Publish - Publish an editable profile for all users or for selected users and groups. This requires administrative permissions and must be allowed by the server policy.
- Load defaults - Discard the private customization of a personal derivative of a provided profile and use the values of the central template again.
- Restore deleted profiles - Add a provided standard profile that the current user deleted back to that user's profile selector.
- Import - Load an XML profile using Upload file... or, when Drive is available, From Drive....
- Export - Save the profile using Download or, when Drive is available, Save to Drive.
An imported profile replaces the settings of the selected editable profile. The action menu can hide or disable individual actions. An unavailable action therefore does not indicate that the corresponding function is generally absent in every environment.
Restrictions for profile actions
The web interface considers the following restriction switches. An enabled switch prevents the stated action:
| Restriction | Effect |
|---|---|
restrictImportProfile | Disables import through Upload file... and From Drive.... Without this restriction, write access and a non-read-only comparison are still required. |
restrictCreatePublicProfile | Disables Publish for profiles published publicly or for users and groups. Without this restriction, administrative permissions and an editable profile are still required. |
restrictDeletePublicProfile | Prevents deleting public, shared or provided profiles owned by someone else. Own profiles are not affected. |
restrictRenameProfile | Disables Edit description.... Even without this restriction, provided standard profiles and personal derivatives with a central template cannot be renamed. |
Restore provided profiles and reset derivatives
When you delete a provided standard profile, it is hidden for your user. As soon as such a profile can be restored, Actions → Restore deleted profiles contains the affected profiles. Restoring one makes it available to your user again. A template deactivated server-wide must first be activated under Comparison → Profiles.
For a profile with the Customized status, Actions → Load defaults removes the personal derivative. The original provided profile is used again; the central template itself is not changed.
