Administrator Topics


Multi-Tenant

  • Multi-Tenant: Creating a Hosting Definition

    Create a Hosting definition once you have Registered a Customer. Learn how to Set up a Multi-Tenant Environment and Register a Customer see attached links: Multi-Tenant Setup Register a Customer Example Add...

  • Multi-Tenant: Register a Customer

    Set up a Customer Contract, Tenant and Account. Before a Multi-Tenant Contract can be Setup first Set up a Multi-Tenant Environment., see the attached link. Multi-Tenant Setup Example Creating...

  • Multi-Tenant: Setup

    Multi-tenancy is an architecture in which a single instance of a software application serves multiple customers. In Decisions, the server responsible for hosting the application and its database is called...

  • Multi-Tenant: Creating Default Tenant Configurations using Prototype Instance

    Creating Default Tenant Configurations using a Prototype Instance is the process of enabling customers to add new tenants that are already setup or configured in Decisions.  Example After a...

  • Multi-Tenant: Fix a Secondary Connection String

    In a Multi-Tenant Environment, some problems may occur with a secondary connection string. The process below shows how to fix a secondary connection string.  Example Start by navigating to the...


Logging & Auditing

  • Logging Overview

    Overview This tutorial demonstrates how to write into the Log file, manage Logs, and create custom categories for logs. You can use the Log step in the Decisions Flow Designer for debugging purposes....

  • Troubleshooting Using the Profiler

    The Decisions Profiler is designed to help you find problems in your flows. The profiler writes out all step executions with the count of executions and time those executions took. To begin a profiling...

  • Viewing Audit History

    Once the portal has been configured to enable auditing, a user can view the audit history of all entities,  such as folders, documents, or tasks. To view an audit history for an entity, select the...

  • Enabling Auditing

    You can configure the portal to enable default auditing. The system will then audit transactions involving all entities, such as folders, assets, and tasks. A user can view an audit report by selecting...

  • Logging Settings

    By default, fatal, error-level errors, and warning (non-fatal) errors are captured in the log files, indicated by the True value.  Additionally, API calls and Database calls that take longer than 3 seconds...

  • Viewing and Configuring Server and Client Logs

    The Client Log Viewer lists warnings and errors originating from client-side processes. These client logs can be saved to use when troubleshooting performance issues. Logs can also be used to trace frequent...


Portal Look and Feel

  • Changing Portal Settings and Appearance

    The Edit Portal Settings screen allows you to modify portal settings that change the portal's appearance and behavior. Changes made in the Edit Portal Settings screen are applied immediately and are visible...

  • Login Page Customization

    This document demonstrates how to customize Login page in Decisions. Example: In this example, a new logo has been selected under System > Settings > Portal Settings > Logo. But the logo is...

  • Specifying Get Help and Contact Us URL on the Login Form

    The login form provides an area for the user name and password, but it also has buttons for selecting help and to see contact information for the organization. To set up the Get Help and Contact...

  • Changing Minimum Portal Size

    The minimum portal size can be customized by changing the height and width in the Portal Settings. The portal will enforce the size specified here as the minimum size allowed. Example: In this example,...

  • Changing Default Folder for User

    Being able to customize how the portal looks enables users to optimize the platform.  It is possible for an administrator to change the default folder for a user that appears when the user opens the...

  • Changing Browser Behavior Based on Portal Size

    The Portal browser behavior can be changed based on the portal size in the Portal Settings. The browser behavior will vary depending on the browser type used.   To change the behavior, navigate to System...

  • Setting Portal Height and Width

    The portal height and width are customizable and can be set in the Edit Portal Settings pop-up. Example Because the portal's height does not match the screen's height, a vertical scroll bar appears at...

  • Setting Default Folder for Portal, Group, and User

    The default folder is the folder selected within the Folders list once a user logs in to the portal. An Administrator can set this default folder by user or by group. However, if a user decides to...

  • Hide the Folder Tree Upon Startup

    The Portal has options for allowing the Administrator to configure the portal to show or hide the folder tree on startup. By default, the folder tree display is on and therefore the folders list on the...

  • Change Portal Name

    Customize the portal name to brand your version of the system. Use the Edit Portal Settings pop-up to change the portal name that appears above the address bar. The changes made in the Edit Portal Settings...

  • Changing Branding

    Branding the Installer To ensure proper branding, the following files must be in the same folder as the installer.exe and .MSIs during installation License.rtf: the file that is called to populate...


General

  • Time Zones in Decisions

    Time zones in Decisions are derived from the Time Zones recorded in Host Server OS. When time-shifting dates and times between time zones, be sure to use the Time Zone Value rather than the Display Name. Note...

  • System Folders Tree

    This article overviews the System folder tree in the Decisions. If we navigate and expand the System folder in the portal, we should be able to see the following folders: Administration, Applications,...

  • Password Encryption Setting

    Decisions provides users with several options of password encryption. Password encryption settings can be changed in the Settings.xml file. This file is found at C:\Program Files\Decisions\Decisions Services...

  • Changing the Portal Base URL

    Notifications sent from the platform contain a link back to the base URL for the portal. For example, the system may send a default notification due to an error, or a task notification to a user. The...

  • IP Address Filtering

    For security purposes, portal access can be restricted to specific IP addresses. This can be done at the account level. To be more specific, the account level is checked first....

  • Setting Up Date/Time Translation

      Overview Decisions lets you turn on date/time translation with a simple setting. Turning on translation lets users see all date/time values in their local time zones instead of the timezone of the...

  • Setting Up a New Language

    To set up a new language, first enter a custom translation string, which is the text that should be translated. This text can be one or multiple words. Then, you add the language for translation. Finally,...

  • Setting Up Notifications for Events Anywhere in the Portal

    Add notifications for events that display to members of designated groups through a variety of methods, including email, SMS, a popup message and Twitter. The platform contains an extensive list of default...

  • Setting up Portal Lock Based on Time

    The Portal can be customized to be locked based on inactivity after a determined amount of seconds, minutes, hours and days that have passed. If the Administrator knows that computers accessing the Portal...

  • Changing Cache Configuration Settings

    Check On Interval Span - This defines the Time Interval at which the Cache should be checked for Stale Objects. Interval - This Defines how long an object should be kept in Cache. ​ Policy...

  • System Settings Overview

    The Settings folder allows an Administrator to alter the settings of the portal, and many entities and processes that the platform supports. You can change settings related to Active Directory, the portal,...

  • Configuring Locations

    The Locations folder stores information about various companies and divisions within companies. You can store address information of the company or division, its business days, and business hours. These...

  • Configuring Server for HTTPS Redirection

    The Decisions portal can be configured to force users to use SSL (HTTPS) connections by redirecting HTTP requests to HTTPS. The following describes how to configure your server to do HTTPS redirection. Example IIS...

  • Changing the Encryption Key

    The portal includes a keys.dat file used for data encryption. This file is not created until an encryption option is selected and thus an encryption key made. As a precaution, it is recommended to create...

  • Report of all Running Flows

    The Portal provides a Running Flows data source that can be used to build a report that shows all running flows. Additionally, the Portal contains a previously built report using this source and a...

  • System Settings Overview (settings.xml)

    The system settings are stored in the settings.xml file which is found at  C:\ProgramFiles\Decisions\Decisions Services Manager  in a default Decisions installation. LogFileMaxSize - (Number in...

  • Set Owner

    This tutorial demonstrates how to Set Owner of the entity in Decisions. This feature is implemented in Decisions 4.1. After the owner is set on the entity, he or she will be notified when somebody makes...

  • Replace Data In Configurations (Advanced)

    This tutorial demonstrates how to use the Replace Data In Configuration (Advanced) action on a Designer Folder in Decisions. This allows a user to replace data across all entities in Designer Folder...

  • Writing File Using Agent

    This tutorial demonstrates how to Write File to the Client machine using Agent in Decisions. To learn what the Agent is and how to set it up in Decisions please follow this document: How To...

  • Updating Database Value Using Agent

    This tutorial demonstrates how to Update Database Value using Agent in Decisions. To learn what the Agent is and how to set it up in Decisions please follow this document: How To Set Up An Agent. Example: In...

  • How To Set Up An Agent

    Warning: Setting up Agent involves very detailed settings and every provider and customer environment is different.  If Agent is new to you, it may take time and several attempts to get all of the identifying...

  • Stored Workflows

    The Decisions Portal has many helpful tools for managing  and controlling your processes. One of these is the Stored Workflows report located in the Administration section. This Report shows all stored...

  • View Integration Details

    This document illustrates how to use Integration Details for entities in Decisions. Integration Details page contains information on different ways to integrate with selected entity. First, we are going...

  • Login Page Customization

    This document demonstrates how to customize Login page in Decisions. Example: In this example, a new logo has been selected under System > Settings > Portal Settings > Logo. But the logo is...

  • Single Sign-On With SAML

    Warning: Setting up Single Sign On involves very detailed settings and every provider and customer environment is different.  If SSO is new to you, it may take time and several attempts to get all of...

  • Logging Overview

    Overview This tutorial demonstrates how to write into the Log file, manage Logs, and create custom categories for logs. You can use the Log step in the Decisions Flow Designer for debugging purposes....

  • Troubleshooting Using the Profiler

    The Decisions Profiler is designed to help you find problems in your flows. The profiler writes out all step executions with the count of executions and time those executions took. To begin a profiling...

  • Configuring User Account to Receive SMS Text Messaging

    The system sends notifications in the form of email, popup message within the portal, SMS text, Twitter, or a custom method. If a user would like to receive notifications via SMS then, the user's phone...

  • Setting up a User's Timezone

    A user's account can be assigned a timezone. Once saved, the user's timezone will show up in audit history, in reports, when creating and completing tasks, and elsewhere. Example To set a time zone for...

  • Creating New Template

    Templates help define the look and feel and content of a CMS site.


Server Administration

  • Server Performance Testing

    These tests were done on an i7-3770 Processor with 16gb of ram.  The Ram in the server process never went above 500 MB, however. Tests were observed to ensure the processor was fully utilized.  Tests...

  • Integrating with External Systems over SSL

    When integrating with external systems over SSL, it is necessary to first establish a trusted relationship between the Decisions server and the certificate provided by the external server. If this is not...

  • Modifying an Application Servers SMTP Settings

    After the platform has been installed, you can change server settings. Click the Edit Settings button on the installer's Installation Type step to update server settings. Once the updates are saved, restart...

  • How to Restart Service Host Manager

    Overview Occasionally, a user will have a need to restart the Decisions Service. This can be to install a new feature, update settings or web configurations, or even recover from a frozen state. This...


Advanced

  • Setting up Active Directory (AD) Server Authentication

    An Active Directory (AD) server can be used to synchronize users, computers, groups, or organizational units to the Portal's account base. An account can either be a person or a machine.

  • Creating an Active Directory (AD) Sync Job

    Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with experience available to streamline...

  • Adding Common Data Elements

    Common data elements are used throughout Decisions OS in reports, flows, forms, rules, and other location. Common data elements include assignment roles, canned chat messages, data structures, and document...

  • About Active Directory Authentication and Synchronization

    Warning: This will require appropriate technical resources on the clients side to be able to implement. We recommend making sure you have someone from your organization with experience available to streamline...


Agents

  • Database Integration via Agent

    You can use a wizard to guide you through the process of database integration using an agent. Before you can integrate a database using an agent, the agent must have already been created, and you must have the data source, initial catalog, user ID and password values for the connection database.

  • Installation of an Agent

    An Agent is an autonomous software program that performs a well-defined task. Install and register an agent in the portal by navigating to the folder System > Agent and clicking the Add/Register Agent button.

  • Testing an Agent

    Testing an agent can be done by an administrator user to confirm that it is registered and installed correctly.


Entity Associations

  • Creating an Entity Association Type

    Entity associations are relationships between data types (such as tasks, accounts or assets). To encourage consistency and reusability, every entity association must be of an association type.


Services

  • Viewing the WSDL Description for a Service

    Browse the services in the decisions.core module and view the WSDL description for every service. The WSDL file contains information about how a service should be called, what parameters it uses, and what sort of data structure it will return.


CMS

  • Publishing a CMS Site

    This topic will guide you through publishing a CMS site so that it will successfully show up on the internet.


Knowledge Base

  • Creating a KB Article via a Flow

    Use the Mapping Editor to create complex objects from multiple step inputs. For example, map the output of data entered in form fields to the inputs of an internal service to transform user-entered information into a KB article (Knowledge Base).


Service Desk/Asset

  • Add Asset to Service Desk Ticket on Submit

    The Service Desk allows a user to submit a ticket, then edit that ticket with additional information such as a contact with an associated asset. The asset must have already been created.


Jobs and Events

  • Creating a Ping Failed Event

    Ping is a network tool that tests whether a host is available and sends a response across an IP network. If the host does not send a response, the ping has failed, and the host may be down. A Ping Failed...

  • Creating a Check URL Event

    A Check URL event monitors a Web server to confirm that the URL is accessible and the server is running. To create a Check URL event, navigate to the folder System > Jobs and Events > Events and...

  • Changing an Event's Schedule

    Overview Once an event has been created, all of its configuration settings can be changed, including the event's schedule, on which the event runs. Customize an event to run on a specific day, hour and...

  • Allowing a Job to Specify Thread Pool

    Overview By default, the job scheduler runs all jobs in the same queue. This means that only one job will run at a time. For example, if Job A is scheduled to run at 5:00 PM and Job B is scheduled to...

  • Enabling and Disabling Job

    Once a schedule job has been added using the Job Schedule dialog, enabling and disabling is available. Retain job schedule settings but stop the job from running by disabling it. To set the job to run...

  • Enabling and Disabling Events

    OVERVIEW After an event has been created, you can stop it from running by disabling it. The event and its configuration details are still available, but the event will not run until it is enabled again. When...

  • Startup Job

    This tutorial demonstrates how to create and use Startup Job in Decisions. Startup Job is a new type of a Job introduced in Decisions 4.1. This Job allows to pick a Flow that is going to run each time...

  • Interval Job

    This tutorial demonstrates how to create and use Interval Job in Decisions. Interval Job is a type of Scheduled Job introduced in Decisions 4.1. It allows to pick a Flow and run it defined number of times...


Security, Passwords, & Permissions

  • Using Linked Groups

    Using base groups is a way to associate different groups with one another. When you associate a base group (for example, Group A) with another group (Group B), all members of the new group (B) automatically...

  • Enabling Guest Permission to Folder

    The Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow.

  • Changing Password Policy

    The user account password policy can be configured by an Administrator using six different settings to make stricter password requirements.   To set up the password policy, navigate to System...

  • Enable Self-Registration of Users

    OVERVIEW The Portal has options for allowing a user to self-register. This allows the user to create an account and log in to the system. The administrator enables this feature (it is disabled by default)....

  • About Folder & Portal Permissions

    Portal folder security sets access to the contents of a folder, including the entities stored in the folder and the actions that can be performed on them. Depending on a report's filters, folder security...

  • Enabling a Guest Account

    A Guest account is an optional user account that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System > Settings...

  • Allowing Users to Self-Register

    You can configure the portal to allow users to create an account, self-register, and log in to the system. The portal can also be configured to require that a self-registering user confirm their email...

  • Force User to Change Password

    User accounts can be configured so that the next time a user logs on they are required to change their password before being able to use the portal. This is especially useful when an admin creates a new...

  • Emergency Password Reset Tool

    The Emergency Password Reset Tool allows a user on the host machine to reset any user's password from the command line. This utility is particularly useful in the event that an administrator's password needs to be reset, or after a malicious intrusion.

  • Disabling a User Account

    User accounts can be disabled within the portal. Disabling a user account can be done by navigating to System > Security > Accounts, select the Edit Account action and, in the resulting Edit Entity...

  • Temporary Account Impersonation

    Sometimes an account with limited access in the portal will temporarily require access to additional functionality. For example, a user may need to perform additional tasks while covering for a...

  • Self-Register an Account

    A new user can create an account while logging in if the platform has been configured to allow users to self register. To self-register an account, the user clicks a link on the login screen, and the...

  • Adding a Group

    Groups are collections of accounts that share a common set of responsibilities, such as testers, developers, or marketing staff. By organizing accounts into groups, permissions, assignments and other properties...

  • User Context Types and Options

    To make Rest or SOAP calls to Decisions it is important to know how to use User Context in the call. User Context is a required part of the service call to Decisions. This tutorial demonstrates different...

  • Encryption Keys And The Installer

    Intro Encryption keys are stored on the application server, intentionally outside the database to ensure that the data that’s secured is not stored with the key that secures it. When you have an existing...

  • How to Run Decisions With TLS-1.0 Disabled

    This document describes how to set up environment to run Decisions with TLS-1.0 disabled. First, we need to make sure that we use Microsoft SQL Server 2012 Service Pack 3 or higher. In this example we...

  • Changing User Password

    Administrators have permission to reset account passwords at-will.

  • Create Named Session

    A named session makes it possible to pass in a specific user account when invoking a workflow, via REST, without exposing the user account information. Instead, a session ID is used in the URL. Create...

  • Adding a User Account

    OVERVIEW  Accounts represent authenticated users of your system, which can be actual people or machines. Adding a user account can be done by navigating to System > Security > Accounts and click...

  • Securing Your Decisions Installation

    The various settings that you can use to secure your Decisions Platform Installation are: Secure Cookies: (This will work only on HTTPs) Changes to be made: C:\Program Files\Decisions\Decisions...


Repository

  • Installing and Configuring Designer Repository

    Designer Repository feature was implemented in Decisions 3.5. This feature creates an environment of highly managed Projects in Decisions. The Designer Repository allows us to manage changes that are made...

  • Repository FAQ

    Q: Where do I set the repository on a development server? A: On a development server, the repository setting is found in System > Settings > Designer Repository Settings Typically, you should...

  • Repository Features and Functions

    Now that there is a Repository Server, being working with Projects and begin utilizing the Repository features & functions. This example will walk through creating a project and learning what can...

  • Repository Revisions

    Revisions are essentially fully functioning ‘copies’ of the project which allow us to utilise things like versioning, keeping backups of systems, creating development and testing environments (things...

  • Using The Repository

    Adding/Attaching Entities To Project In order to take full Advantage of the Repository Actions, first have the Entity to be assigned to the correct Project. In this example add a Designer Folder...


Export & Import

  • Exporting and Importing Overview

    Export and import entities such as flows, reports, folders or tasks to create backups, to transfer entities to another installation of the platform, and to avoid rebuilding items from scratch. Binary serialized...

  • Export Wizard

    Decisions allows for the Importing and Exporting of Entities and Projects.  This allows for the easy transfer of Flows, Forms, and Entities between Users.  Our examples will go through the process of...

  • Importing Entities Using the Local Module

    Entities such as folders, reports and flows can be imported using the Local module. This method is useful when importing several items at once or when importing entities to several different systems. Rather...