Enabling Auditing

Enabling OAuth Authentication for IMAP/POP3/SMTP

Overview

Users may configure the Portal to enable default Auditing; this allows the System to audit transactions involving all Entities, such as Folders, Assets, and Tasks.
Users can view an Audit Report by selecting an Entity and viewing the Audit History. Regarding the types of changes used for auditing, we use MERGE SQL commands whenever entities are saved to the database. The following list is changes used for auditing: Inserted, Updated, Deleted, Merge for data, Viewed for reports, Activity for logins/logouts, AD sync, module installation, password changes, import/export, and failed login attempts.

The examples below detail how to enable Auditing in the Portal and within Custom Data Structures. 

System Settings 

1. From the Designer Studio, navigate to System > Settings. 

2. Click Auditing Settings.
   

   

3. From the Edit Default Auditing window, toggle the checkboxes for each desired Audit type under Activity Auditing and/or Data Auditing. 

   An Audit Type must be determined if Enable Auditing is selected under Data Auditing. In addition, when enabling Data auditing, this will not enable auditing at the system level and is required to record audit changes for a data structure. However, enabling any auditing action under Activity Auditing will enable auditing at the system level. This can lead to the audit_entity table filling rapidly and may lead to performance issues.

   
   
   

4. Under Types To Audit, click ADD NEW. Then, search for the data type or find it via the drop-down menu under Type Name. Click OK to save this choice. 

   

5. Under SETTINGS, select the desired Process setting.

   InTransaction	All the updates are stored in the same transaction.
   Queued	The updates do not share the Transaction of the main update; they are updated quickly but in a different transaction. (If data integrity is primary, then doing InTransaction is best.)

6. If desired, users may set the number of days that the Auditing Session's History Data is archived via the Auto Archive History after Days box.
   

   

7. Click SAVE to save the Default Audit Settings. The System will now Audit the set Entity transactions automatically. Audited Data can be viewed by creating a Report that uses Audited Entities as its Data Source. 

   

Custom Data Structures

Custom Data Structures can also be configured for Auditing. 

1. From a Designer Project, right-click a pre-existing Custom Data Structure and select Edit or create a new Data Structure.

2. From the ADVANCED category in the Data Structure's Properties panel on the right, check the Audit Changes checkbox. 

   Any Create, Update, or Delete action taken against this Data Structure will now be recorded. A default Audit Report is made available to users under System > Administration > Auditing. The same information can be accessed by querying the audit_entity table on the Decisions database.

   

Activity Auditing

The below table covers the settings found when editing default audit settings.

Global Audit Report

The  Global Audit Report can be found under System -> Administration-> Auditing. This Report shows all the audit records captured across the system.