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Vizlib Management Console (Enterprise Only)

The Vizlib Management Console (VMC) is an administrative tool which Enterprise customers can use to configure and monitor Vizlib products and their components. This article contains an overview of the different sections in the VMC.


Important: When you’re editing settings in the VMC, you must click on  before you leave the page, or your changes will be lost.


TABLE OF CONTENTS

Dashboard


The VMC opens on the Dashboard screen when you log in. It displays a list of menus in a panel on the left (Figure 1). On the right, you should see 2 sets of information. 

  • A system dashboard, showing the status for Integrations and connectivity with Qlik Sense

  • License details for your Vizlib subscriptions, which you can amend by clicking on Update License


Figure 1: VMC Dashboard


Security Rules


The Security Rules screen (Figure 2) contains a list of any security rules you’ve added (e.g. rules governing user permissions). You can click on an existing rule to make changes, or click New Rule to add a new rule. If you’d like to read more about security rules in Vizlib components please see the article here


Figure 2: Security Rules


Logs Browsers


The Logs Browsers screen contains a list of system-generated logs (Figure 3). The screen contains dropdowns you can use to filter log information. 


  • Date - Select the date you want to view.

  • Log Level -  Select the log status level you want to view, choosing from All log levels (default), Error, Warning, Info, Debug, and Silly.   


Figure 3: Logs Browsers


System Settings


The System Settings menu (Figure 4) contains system configuration details.


  • Server holds the configuration information for Vizlib Server, including the server protocol, port number and URL custom property. You can also import and export the Vizlib Server configuration between different instances in the Server Configuration panel. 

  • Qlik Sense stores Qlik Sense configuration details and allows you to define multi-node connectivity, using Add QS Node. You can read more about multi-node connectivity in our article here. 

  • Integrations lists the external resources used by the system, including the database connection, the SMTP server, the Slack bot token, and the MS Teams webhook URL. You can add or delete integrations on this page. 

  • Logs stores configuration information for system logs,where you can select output type (console or file), the logging level and define a file path. 


Figure 4: System Settings 


Finance Settings


The Finance Settings menu (Figure 5) contains configuration settings for Vizlib Finance. You can read more about Vizlib Finance here


  • Streams and Security contains database settings, finance stream configurations and custom properties. You can add a new finance stream with Add Stream or edit an existing stream, choose to secure the stream connection to limit access (Secure Stream), set user access levels (User Access), enable secure hierarchy groups (Secure Hierarchy Groups) and set a timeframe for editing comments (Editing Timeframe). 

Note: Learn more about these functions by clicking .

  • Users displays a list of finance users. You can choose to override custom usernames stored in Qlik Sense, edit a user account by clicking the username, or add a new user with Add User

  • Comments Browser and Archiving contains a search function for any commentary stored in the database, and you can export your results to a CSV file with Export to csv. You can also define an archiving mechanism to archive or delete commentary made outside a defined time interval (e.g. over 6 months old).



Figure 5: Finance Settings


Teamwork Settings 


The Teamwork Settings menu (Figure 6) contains configuration settings for Vizlib Teamwork. You can read more about Vizlib Teamwork here


  • Streams and Security contains database settings, teamwork stream configurations and custom properties. 

    • Add a new Teamwork stream with Add Stream or edit an existing stream.

    • Enable sharing options for comments (email, Slack, Teams).

    • Secure the stream connection to limit access (Secure Stream).

    • Set user access levels (User Access).

    • Enable secure hierarchy groups (Secure Hierarchy Groups).

    • Set a timeframe for editing comments (Editing Timeframe).

    • Enable / disable mentions for any users enabled in the Teamwork stream (Enable mentions). 

    • Enable / disable adding message content to a mention (Attach message to notification). This setting is enabled by default, but can be disabled for security reasons. 

Note: Learn more about these functions by clicking .

  • Users displays a list of Teamwork users. You can override custom usernames stored in Qlik Sense, edit an account by clicking the username, or add a new user (Add User).  To receive mentions from a Teamwork stream, the Email Attribute field should be populated with an email address (Figure 7).


Figure 7: Email Attribute


  • Workflows holds Workflow settings, where you can add a new workflow or edit an existing one. For full instructions on adding or editing workflows see our article here

  • Comments Browser and Archiving contains a search function for any comments stored in the database, and you can click on Export to csv to save your results to a file. You can also define a mechanism to archive or delete comments made outside a defined time interval (e.g. over 6 months old).


Figure 6: Teamwork Settings 


Writeback Settings


The Writeback Settings menu contains configuration settings used for Vizlib Writeback Table. You can read more about Vizlib Writeback Table here


  • Destinations and Security contains settings for Writeback Destinations. Destinations are the endpoints for saving user data in Vizlib Writeback table, and there are 3 destination types - QVD/CSV/TXT (data file), REST (REST API) and SQL (choose from Postgres, MsSQL, MySQL or SQLite). You can add a new destination by clicking Add Destination, edit an existing destination, duplicate an existing destination by clicking or remove a destination with . Each Destinations panel is presented in 4 sections.
    • Writeback Settings lets you choose the destination type (see above), the writeback operation type, reload options and the app name, and also whether to enable an audit trail (see Writeback Audit section below) and allow locking within the app. 
    • There are 3 versions of the Destination Settings panel, 1 for each destination type. You can select data relating to the file, the REST API or the database you're using. 
    • Fields Validation helps you validate the structure and content of fields written to the writeback table. 
    • Access & Security allows you to secure the destination connection to limit access by enabling Secure Stream, and set User Access levels. 

Note: Learn more about these functions by clicking .


Figure 8 shows an example SQL Destination type in the VMC. You can find more information on destination types in our article here


Figure 8: Writeback Settings


  • Clicking Writeback Audit displays information from the audit trail of each destination with the setting enabled (see Writeback Settings above). The Search function looks for matches when you type in some text, highlighting the results (Figure 9). You can also search by Destination or by entering a start and end date. 
  • When you click on a row, a popup will open, with shading to highlight any changes. Updated values are displayed in green, with the previous values shaded light red. If a symbol hasn't changed in both old and new versions  e.g. the shading will be much lighter. If a row has been deleted it will be shaded entirely in red. 
  • While all information about changes is stored, an audit trail will only display a maximum of 15 changes for a destination.  
  • Tutorial: You can watch a step by step video tutorial on setting up an audit trail here.  
  • Coming Soon! As you can see at the end of the video below, we're working on an Export function for Writeback Audit just now. 


Figure 9: Writeback Audit 


Support Portal / Documentation


Clicking Support Portal will open the form to submit a Vizlib Support Ticket, and clicking Documentation will open the User Portal Documentation Page.




K
Kenneth is the author of this solution article.

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