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Administration

Description

The Administration tab allows to manage settings and users of a data source, view reports such as the activity logs, and much more. This tab is only available to administrators of the data source.

Most features contained in the Administration tab are only available when using an Advanced Data Source.

Ribbon - Administration

Ribbon - Administration

Management

These feature requires an Advanced Data Source.

 

OPTION

DESCRIPTION

Users

Opens the User Management.

Security Groups (Legacy)

Security Groups are now a Legacy option, and although we have left documentation in the online help to help users identify it, we strongly recommend switching to Roles instead.

Vaults

Opens the Vault Management tab of User Management.

Roles

Opens the Role Management tab of User Management.

 

Reports

The logs feature requires an Advanced Data Source.

 

OPTION

DESCRIPTION

Reports

Open the Reports section to select which type of report best suit your current needs.

Administration Logs

Opens the Administration Logs.

Deleted Entries

Open a log of all Deleted Entries (since last clean up).

 

Settings

These feature requires an Advanced Data Source.

 

OPTION

DESCRIPTION

Vault Settings

Opens the Vault Settings. The Vault Root Folder is the one at the top of the navigation pane (in Tree View). It is the one from which all entries and folder stem. By default, lower level folders inherit settings and security from parent folder until reaching the vault root. Therefore, using permissions on the vault root folder allows to secure all entries below the vault root level. Refer to Default security for entries for more information.

System Settings (Data Source Settings)

Opens the System Settings. There are many features here, all meant to help you customize your data source and security needs. Remember that these settings applies to all users that have access to the data source.

System Permissions

Modify System Permissions.

Security Provider

Set up a Security Provider for an additional layer of security.

 

Clean Up

This feature requires an Advanced Data Source.

 

OPTION

DESCRIPTION

Clean Up Deleted History

Perform a partial or full clean up of the Deleted History.

Clean Up Entry History

Perform a partial or full clean up of the Entry History.

Clean Up Activity Logs

Perform a partial or full clean up of the Activity Logs. You also have the option to clean up the Administration Logs if desired.

Pack Data Source (Optimize)

The Pack Data Source (Optimize) feature analyzes all entries, compress and save them, thus saving space in your data source.