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Vizlib Management Console (Enterprise Only)

Introduction


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.


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


Collaboration Settings 


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


  • Streams and Security contains database settings, collaboration stream configurations and custom properties. You can add a new collaboration stream with Add Stream or edit an existing stream, choose to 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) and set a timeframe for editing comments (Editing Timeframe). 

Note: Learn more about these functions by clicking .

  • Users displays a list of collaboration users. You can override custom usernames stored in Qlik Sense, edit an account by clicking the username, or add a new user (Add User). 

  • 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: Collaboration Settings 


Writeback Settings - Coming Soon


The Writeback Settings menu contains configuration settings used for writeback operations in Vizlib Writeback Table. 


We're still working on delivering this functionality, but you can read more about Vizlib Writeback Table here.



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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