Infor Birst Administrator User Guide

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Administration
User management in Admin
User overview
Creating a user
Deleting a user
Disabling or enabling a user
Enabling mobile access
Enabling Birst support proxy
User types and privileges
Working with multiple users
Groups management in Admin
Group permissions
Disable space groups
Creating a group
Assigning group permissions
Adding a space to a group
Space management in Admin
Manage spaces
Creating a space
Managing a space
Editing space properties
Copying a space
Searching for a space
Creating a space from the All Spaces page
Usage tracking
Tracking usage in a space
Managing the usage data from your space
Viewing usage statistics in dashboards and automating usage tracking
Adding a user to a space
Assign Space Administrator privileges
Promoting a User to Space Owner
Space groups
Creating a space group
Adding users to space groups
Adding an account group to a space
Dynamic Group Assignment
Configuring Birst to use a data file for dynamic group assignment
Setting a default space
Managing files in the report catalog
Viewing report catalogs
Creating new folders
Searching report catalog
Uploading files to the report catalog
Downloading images
Moving files or folders
Copying files or folders
Renaming files or folders
Deleting files or folders
Tagging files or folders
Folder permissions
Modifying folder permissions
Manage subject areas
Creating and managing a subject area
Subject area search
Notifications in Space Management
Notifications
Notification center
Notification attachment format types
Creating notifications
Managing existing notifications
Condition-based alert notifications
Enabling condition-based alerts in Notifications
Example of condition-based notifications
Workflow trigger-based notifications
Setting notification schedule based on a Workflow trigger
Notifications for reports with applied filters
Notification limits
Sending the notification
Notification and exporting data limitations
Report bursting
Creating the content report to be bursted
Creating a data source and the distribution report
Scheduling other reports in Admin
User created translations
Localization file
Using the Localization file for translating user content
Managing localizations
Security Filters
Manage Variables
Repository variables
Creating a variable
Editing a variable
Deleting a variable
Data Model Properties
Time series optimizations in network BI best practices
Measure level settings
Managing measure level settings
Publishing spaces from Data Model Properties
Extended time-series controls
View Processed Data
Query Admin
Custom attributes
Creating custom attributes
Custom attributes
Creating custom measures
Managing aggregates
Manage Packages
Validating Your Data Model
Rule Groups
Rules
Space Properties
Modifying space properties
Time Zone Shifting
Using Time Zone Shifting
Setting the Time Zone of spaces
Always On for a space
Important use case considerations for using Always On
Enabling Always On for a space
Testing a new processing engine version
Administrative commands
Email Domain Whitelisting Commands
Group and ACL Commands
IP Address Restriction Commands
Miscellaneous commands
OpenID Connect Commands
Password Policy Commands
Product Operations Commands
Proxy User Commands
Report Catalog Commands
Salesforce.com Account Mappings Commands
Space operations commands
Usage Tracking Commands
User Operations Commands
Advanced BQL commands
Authentication Type Commands
Data Sampling Commands
Using the Command Window
Orchestration
Workflow overview
Creating a workflow
Cloning a workflow
Deleting a workflow
Filtering a workflow
Running a workflow
Run a workflow from a step or task
Scheduling a workflow
User notifications in Orchestration
Workflow Triggers
Configuring workflow triggers in Orchestration
Editing workflow triggers for notifications
Viewing a merge list in Orchestration
Viewing run history
Merge Recovery
Recovering a space with Merge Recovery
Monitoring scheduled reports in Admin
Monitoring processed jobs
Scheduled Reports
Shared connections
Administering Birst Cloud agents
Upgrade a Birst Cloud Agent
Running a Birst Cloud Agent as a Windows Service
Audit trail
Administer Extraction Log files
Configuring SAML with Admin
Telemetry overview
Account Telemetry
Average run time
Account Details
Viewing Account Telemetry
Telemetry Measure Calculations
Compare and Merge
Compare objects
Merge objects
Application management
Managing applications and users in application management
Application sync override
Removing a workflow
Recommendations for controlling and auditing access sensitive data
External databases
Defining a cluster for external databases
Spaces on external clouds
Using Amazon Redshift for your data warehouse
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