{"id":58740,"date":"2023-08-20T14:30:20","date_gmt":"2023-08-20T06:30:20","guid":{"rendered":"https:\/\/oihelp.corporate.ifs.com\/help\/?page_id=58740"},"modified":"2024-07-05T11:07:05","modified_gmt":"2024-07-05T03:07:05","slug":"server-management-tour","status":"publish","type":"page","link":"https:\/\/oihelp.corporate.ifs.com\/help\/p2-server\/server-management-tour\/","title":{"rendered":"Server Management Tour"},"content":{"rendered":"\n

IFS OI Server Management is a web-based enterprise management tool that is used in the administration of the IFS OI Server Data Dictionary, Connections to other systems, Security and Entries.<\/p>\n

Server Management is a part of IFS OI Explorer, and is only available to users with the appropriate privileges.<\/p>\n

Server Management:<\/em><\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n\n
1<\/strong><\/td>\nAbout<\/strong><\/td>\n\n

Click the IFS OI Logo to open the About box and display version information and copyright details for the application.<\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n

2<\/strong><\/td>\nHelp<\/strong><\/td>\nOpens the landing page for the help center.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nUser<\/strong><\/td>\n\n

The name of the logged in user appears on all IFS OI Server pages.
\nClick the username to logout, after which you will be directed to the login screen.<\/p>\n

\"\"<\/p>\n<\/td>\n<\/tr>\n

4<\/strong><\/td>\nRefresh<\/strong><\/td>\nRefreshes the current page, unsaved changes will be lost.<\/span><\/span><\/td>\n<\/tr>\n
5<\/strong><\/td>\nBreadcrumb<\/strong><\/td>\n\n

The breadcrumb can be used to navigate back to the first page of the menu item.<\/span><\/span><\/p>\n

Click Connections in the breadcrumb to open the Datasources configuration page:<\/em><\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\n

Accessing Server Management<\/h2>\n

Access Server Management from the Admin<\/a> tab on the Explorer Ribbon.<\/p>\n

\"\"<\/a><\/p>\n

\n

Navigating the Menu<\/h2>\n

Server Management menu:<\/em><\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n
\"\"<\/td>\nHierarchies<\/strong><\/a><\/td>\nDisplay the list of available hierarchies, and options to view the details, edit, and add new hierarchies.<\/td>\n<\/tr>\n
\"\"<\/td>\nEntities<\/strong><\/a><\/td>\n\n

Display the list of available entities and options to create a new entity, and view and edit the overview, template assignments, and details of selected entity.<\/p>\n<\/td>\n<\/tr>\n

\"\"<\/td>\nConnections<\/strong><\/td>\nSet up and configure connections to external and other systems.<\/p>\n\n\n\n\n\n\n
\"\"<\/td>\nDatasources<\/a><\/td>\nA datasource is a connection that allows IFS OI Server to retrieve data from an external system.<\/td>\n<\/tr>\n
\"\"<\/td>\nEdge Hosts<\/td>\nAn Edge Host is a connection that creates adaptor instances (datasources) when the Data Broker is located on a different machine.<\/td>\n<\/tr>\n
\"\"<\/td>\nData Mart<\/a><\/td>\nIn Explorer, a data mart database stores data that external applications are able to access.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nConfiguration<\/strong><\/td>\nSelect from the following to configure, or review, data dictionary and system resources.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\"\"<\/td>\nCalculations<\/a><\/td>\nA calculation consists of literals, operators, keywords, and functions that combine to produce a tag that can be used in consuming applications.<\/td>\n<\/tr>\n
\"\"<\/td>\nAttribute Groups<\/a><\/td>\nAn attribute group is a grouping of attributes that allows users to more easily find the data items they are looking for.<\/td>\n<\/tr>\n
\"\"<\/a><\/td>\nTemplate Groups<\/a><\/td>\nTemplate groups provide a method of organising templates, and are mainly used for display purposes.<\/td>\n<\/tr>\n
\"\"<\/td>\nTemplates<\/a><\/td>\nA template is a way of defining the attributes of an entity.<\/td>\n<\/tr>\n
\"\"<\/td>\nLink Groups<\/a><\/td>\nLink groups provide a method of organising links.<\/td>\n<\/tr>\n
\"\"<\/td>\nLinks<\/a><\/td>\nA link represents a reference to a page, trend or fixed URI that can be assigned to a template in order to model related information.<\/td>\n<\/tr>\n
\"\"<\/td>\nDigital State Sets<\/a><\/td>\nDigital state sets are used to map numbers and names for digital states which are usually returned by tags or calculations.<\/td>\n<\/tr>\n
\"\"<\/td>\nUnits<\/a><\/td>\nUnit of measurement.<\/td>\n<\/tr>\n
\"\"<\/td>\nImages<\/a><\/td>\nImages and icons are stored in IFS OI Server and can be used within Server and other IFS OI applications.<\/td>\n<\/tr>\n
\"\"<\/td>\nNamed Lists<\/a><\/td>\nA Named List is list of values that an Explorer user can choose for a particular field in a form.<\/td>\n<\/tr>\n
\"\"<\/td>\nMenu<\/a><\/td>\nThis page allows you to configure the structure of the main menu in Explorer.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nImport & Export<\/strong><\/a><\/td>\nImport or export data.<\/p>\n\n\n\n\n\n
\"\"<\/td>\nImport<\/a><\/td>\nImport data from Excel\u00ae or a zip file.<\/td>\n<\/tr>\n
\"\"<\/td>\nExport<\/a><\/td>\nExport data for selected objects, or a template.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nSecurity<\/strong><\/a><\/td>\nConfigure users, roles and privileges.<\/p>\n\n\n\n\n\n\n\n
\"\"<\/td>\nUsers<\/a><\/td>\nThe list of user accounts that have access to Explorer and associated modules.<\/td>\n<\/tr>\n
\"\"<\/td>\nRoles<\/a><\/td>\nA role defines a set of privileges for accessing a module's features.<\/td>\n<\/tr>\n
\"\"<\/td>\nPrivileges<\/a><\/td>\nPrivileges define the access levels for modules and their objects.<\/td>\n<\/tr>\n
\"\"<\/td>\nUser Groups<\/a><\/td>\nA group of users defined externally.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nEntries Admin<\/strong><\/td>\n\n

Configure settings for Explorer Modules.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\"\"Common<\/strong><\/td>\n<\/tr>\n
\"\"<\/td>\nFields<\/a><\/td>\nThe fields available in IFS OI Explorer.<\/td>\n<\/tr>\n
\"\"<\/td>\nEntity Metatadata Fields<\/td>\nThe available entity metadata fields which may be used for reporting purposes.<\/td>\n<\/tr>\n
\"\"<\/td>\nNamed Lists<\/a><\/td>\nA Named List is list of values that an Explorer user can choose for a particular field in a form.<\/td>\n<\/tr>\n
\"\"Case Management<\/strong><\/td>\n<\/tr>\n
\"\"<\/td>\nCase Forms<\/a><\/td>\nThe form structures for Case Entries available in\u00a0 Explorer.\u00a0<\/td>\n<\/tr>\n
\"\"Shift Log<\/strong><\/td>\n<\/tr>\n
\"\"<\/td>\nLog Forms<\/a><\/td>\nThe form structures for Log Entries available in\u00a0 Explorer.<\/td>\n<\/tr>\n
\"\"<\/td>\nGeneral Forms<\/a><\/td>\nThe form structures for General Entries available in\u00a0 Explorer.<\/td>\n<\/tr>\n
\"\"<\/td>\nSummary Forms<\/a><\/td>\nThe form structures for Summary Tables available in\u00a0 Explorer.<\/td>\n<\/tr>\n
\"\"A-Plus<\/strong><\/td>\n<\/tr>\n
\"\"<\/td>\nGlobal Settings<\/a><\/td>\nThe settings that apply to the A-Plus application.<\/td>\n<\/tr>\n
\"\"<\/td>\nAreas<\/a><\/td>\nThe sites and areas available in the A-Plus application.<\/td>\n<\/tr>\n
\"\"<\/td>\nForms<\/a><\/td>\n\u00a0<\/td>\n<\/tr>\n
\"\"<\/td>\nLoss Forms<\/td>\nThe form structures for Loss Entry forms in A-Plus.<\/td>\n<\/tr>\n
\"\"<\/td>\nAvailability Forms<\/td>\nThe form structures for Availability Entry forms in A-Plus.<\/td>\n<\/tr>\n
\"\"<\/td>\nGain Forms<\/td>\nThe form structures for Gain Entry forms in A-Plus.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/td>\n<\/tr>\n
\"\"<\/td>\nSites<\/strong><\/a><\/td>\nDisplay the sites available, and option to configure them and their associated time periods.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
\n

Hierarchies<\/h2>\n

Hierarchies are used to logically define parent-child relationships between entities, such that they model real-world data.<\/p>\n

Read more: Hierarchies in IFS OI Server<\/a>, Setting up Hierarchies<\/a><\/p>\n

Select Hierarchy \"\"<\/strong>\u00a0in the menu to view and edit the available hierarchies.<\/p>\n

\"\"<\/a><\/p>\n\n\n\n\n\n\n\n
1<\/strong><\/td>\nSearch<\/strong><\/td>\n\n

Enter the name, or part of the name, to search for a hierarchy.<\/p>\n

\"\"<\/a><\/p>\n<\/td>\n<\/tr>\n

2<\/strong><\/td>\nCreate New Hierarchy<\/strong><\/a><\/td>\nClick \"\"\u00a0to set up a new hierarchy.<\/td>\n<\/tr>\n
3<\/strong><\/td>\nEditor<\/strong><\/td>\n\n

The Editor is used to edit a hierarchy's structure.<\/p>\n

To open the editor :<\/p>\n

4<\/strong><\/td>\nDetails<\/strong><\/td>\n\n

Hover over a hierarchy's name and click the Details \"\" button, to edit its name, description or ordinal.<\/p>\n

Related: <\/strong>Creating a Hierarchy<\/a><\/p>\n<\/td>\n<\/tr>\n

5<\/strong><\/td>\nList<\/strong><\/td>\nList of available hierachies<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

An overview of the IFS OI Server interface.<\/p>\n

Read more<\/i><\/a><\/p>\n","protected":false},"author":29,"featured_media":62715,"parent":27,"menu_order":81,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":"","_members_access_role":[],"_members_access_error":""},"categories":[4],"tags":[1102,1130,863,1127,1066,1067,1131,1128,1129,853],"class_list":["post-58740","page","type-page","status-publish","has-post-thumbnail","hentry","category-explainer","tag-area","tag-availability","tag-entries","tag-entries-admin","tag-field","tag-form","tag-gain","tag-global-setting","tag-loss","tag-named-list","Version-4-14","Product-ap","Product-case","Product-ex","Product-srv","Product-shiftlog"],"_links":{"self":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58740","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/comments?post=58740"}],"version-history":[{"count":22,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58740\/revisions"}],"predecessor-version":[{"id":67828,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/58740\/revisions\/67828"}],"up":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/pages\/27"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media\/62715"}],"wp:attachment":[{"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/media?parent=58740"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/categories?post=58740"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/oihelp.corporate.ifs.com\/help\/wp-json\/wp\/v2\/tags?post=58740"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}