Basic Concepts

The Home Screen is displayed after you log in. The available operating modes depend on your user role.

1	Title Bar Includes the View menu to zoom the workspace. To activate light or dark mode, select View > Theme and select Light or Dark, see Customizing Workspace Zoom and Background Color. The Help menu offers context sensitive online help as well as the option to open the complete online help, see Calling up the Online Help.
2	Operating Modes selection, see Operating Modes.
3	Displays system messages and the synchronization status.

The software contains different operating modes that correspond to the different ways of working with the microscope. The modes that are available to you depend on your user role.

Icon	Mode	Description
	Free Mode	Inspect a sample quickly, easily, and flexibly without defining examination tasks.
	Job Mode	Run an examination on a sample according to the step-by-step tasks defined in the job template. Also, define fixed examination steps to be performed each time a sample is examined.
	Manage Templates	Edit and manage templates in the archive: Form templates Report templates Macro templates Image analysis settings Custom workbenches arivis Cloud modules Intellesis object classification models Intellesis segmentation models Standards technical cleanliness Intellesis denoising models AI models
	Browse Results	View and manage job results in the archive.
	Maintenance	Configure global settings, manage users, calibrate measurements, etc..

See also

• Operating Modes

is designed to support two fundamental ways of using your microscope:

• Working with jobs (creating, running, editing and managing jobs) in Job Mode
• Performing free examinations in Free Mode

Job Mode

In the software, the term job refers to a collection of examination tasks. Jobs can be created to ensure that the same examination tasks are carried out each time the job is run, in the same manner, and with the same settings. Jobs are used mainly in routine quality control examinations where it is essential that identical examinations are performed for each sample.

Free Mode

Free examinations can be used to inspect a sample quickly, easily, and flexibly without defining examination tasks. A typical use is to examine a faulty sample where the cause of the fault is unknown or for one-off examinations that will not be repeated. In such cases only the examination results, reports and images need to be saved rather than the examination tasks.

You can switch the background color and modify the workspace zoom.

Setting the background color

1. In the Title Bar, select View > Theme > Dark or Light respectively.
2. The theme changes accordingly.

Zooming in and out the workspace

1. In the Title Bar, select View > Workspace Zoom and set the zoom level to comfortable view.
2. The size of the view changes accordingly.

User management is an optional component. It is disabled by default. If user management is disabled, the user has all user rights at the same time. When user management is enabled, three types of user roles are defined initially in the software:

• Administrator
• Supervisor
• Operator

The available modes and tasks you can perform in the software depend on your user role. User roles can be added and modified under Maintenance > User Management.

User Role	Tasks
Administrators	Administrators install and configure the software. This includes: Managing system settings Managing users Specifying the connected hardware in the Microscope Tool Box application (MTB) Configuring and managing the archives
Supervisors	Supervisors perform the following main tasks: Creating job templates for the operators to run Performing free examinations (Free Mode) They are also able to perform the following tasks: Running jobs Managing jobs in the archive (running, editing, deleting) Defining and evaluating job reports Releasing Job Templates
Operators	Operators can only perform a limited number of tasks: Searching for a job Running a job Browsing the job results

See also

• User Interface - Home Screen

As a supervisor, the way you perform the majority of individual tasks is independent of whether you are in Free Mode or within Job Mode.

For a detailed overview of the tasks in each mode see:

• Operating Modes
• Workflow Create Job Template
• Workflow Free Mode

The tasks that are independent of a mode are described in a corresponding chapter in the order they are typically performed.

You can add or remove tools from a workbench at any time. You can also save a workbench configuration as a custom workbench. This enables you to use it in other job templates or free examinations.

All custom workbenches are saved and managed in the Archive.

In Create a new template and edit it within Job Mode, each workbench is automatically saved in the job template in its current configuration. It is also displayed in the same configuration when running the job.

Creating a custom workbench

1. Customize your workbench by adding or removing tools.
2. Right-click the icon of a workbench and select Save as custom workbench.
3. Enter a name for the custom workbench.
4. The name is used to identify the workbench and must be unique within the system.
4. Enter a description for the workbench.
5. It should describe the purpose or special features of the workbench to help other users know when to select it.
5. Click Save to save the custom workbench.

Using a custom workbench

1. Click + Add Task.
2. Select the My Workbenches category.
3. Select the desired custom workbench and click + Add.

To ensure data integrity, it is not possible to overwrite existing default or custom workbenches.

Tools enable you to perform a specific action in the software, for example:

• Acquiring an image
• Selecting a different hardware magnification
• Reducing the noise
• Measuring a length

1	Workbench
2	Tool (e.g. Camera tool) In order to prevent scrolling if you have added several tools, you can collapse the tools by clicking the tool header: Click the tool header again to expand the tool: Your settings are persisted. When you leave the Free Mode, the current state of each tool (collapsed/expanded) is saved.

The tools contained in a workbench may also be present in multiple other workbenches. As a supervisor you can also create new workbenches or modify existing ones by adding and removing tools according to your requirements. These customized workbenches can be saved as new workbenches and reused in other examinations or by other users.

You can create tool sets for the workbenches in Free Mode. A tool set is a selection of tools created for a specific workbench. This is helpful if you need a lot of tools in the workbench and would like to group the tools. You display only the group you need in your current experiment situation.

The software supports various kinds of objects grouped into the following categories:

• Templates
• Documents

The software handles the objects differently depending on where they are managed or how you interact with them.

Templates

Templates contain pre-defined content, for example the tasks required to run a job, or the fields required to complete a form.

Templates include, for example, the following objects:

• Job templates
• Free Mode setups
• Form templates
• Report templates
• Custom workbenches
• Image analysis
• Macros

Templates are managed in the archive. When your workflow requires selecting one of the above items, e.g. choosing a job template to run or a report template to use, you are presented with the items stored in the archive. In general, you only interact with items in the archive; you do not interact with the file system.

Documents

Various document types exist, for example:

• Images
• Data tables that contain for example measurement results
• Forms
• Tables
• Reports

During examination, the software generates documents that are archived in the local storage or in the archive. However, you can load and save documents to/from the file system by using tools in workbenches. You also have the option to export and import results or result documents.

ZEN core allows you to flexibly handle and store the data into the included archive. When you finish your work you can decide whether you want to keep the data readily available or store/upload it to the archive. (In Free Mode only.) The upload task is performed in the background; you can continue working in ZEN core while the data is being transferred. You can perform multiple transfer actions simultaneously.

In case that you do not want to use the archive, you can save the results to a local folder on the disk.

Data are generated during a session in Free Mode or when executing a job in Job Mode. You store data in a result set that includes result items. The most important (but not the only ones) are the following:

• Images (*.czi)
• Tables (*.czt)
• Documents (*.docx or *.pdf)

Basically, you have the following options for data handling when leaving Free Mode or Job Mode:

• Archive: You have finished your work and want to archive the data.
• Discard: You have finished your work but you do not want to keep your unsaved changes.

When you are leaving the Free Mode or are at the end of a job, you can decide which option to choose.

In Free Mode only, you can also save your data locally, for example if you want to pause your work and resume to it later without the need to upload the data to the archive.

You can export data to your local drive, which you can trigger within Free Mode.