System administration

This page walks through the entries in the System administration menu. Two areas have their own page:

• Mail setup — send mail over SMTP or Microsoft 365, and test it.
• Configuration settings — the settings list, what each setting does, and how overrides are shown.

Articles

Main menu for all news articles. Here you can add new articles and maintain existing ones. Possible to add listviews.

Published articles will appear on the home page, and will be visible for all users.

Tip

It is very common to set up an all users role, which gives all users read access to the published articles on the home page.

To create a new article go to the article menu under admin and then select new.

• Status: Draft is default, must be set to published to appear on the home page.
• Title: Title of the article (mandatory).
• Owner: Owner of the article (mandatory).
• Start date: From date the article will be visible on the home page (mandatory)
• End date: To date the article will be visible on the home page. If left blank the article will have no expiration date (optional).
• Business unit: This part of the documentation is under development.
• Text: The body of the article. There are some tools which can be used in the toolbar:
• Table: Possibility to add a table in the text.
• URL link: Possibility to add a url link in the text.

Default target for the link is in the same window. We recommend to use “New Window (_blank)”, as the link then will pop up in a new tab.

• Picture: Possibility to add a picture in the text. The picture can be inserted by ctrl+v (some browsers do not support this) or by an URL. The picture can also be used as a link.

• Attachments: In the tab attachments you can add attachments to the article. Please note that these attachments will not be visible for the end user on the home page.

Bookmarks

Overview of bookmarks for all users. Can be added to the main menu. Possible to add listviews.

To set up a shared bookmark, you need to go to the bookmark menu and edit the bookmark and then tick-off shared. A shared bookmark will be available for all users that have access to the original report.

Note

If you edit a bookmark and select blank in the drop-down menu for node, the bookmark will not be displayed on your home page.

In the bookmark menu you will have an overview of both your own and all shared bookmarks.

The end users filter will be added to the bookmarked report. Shared bookmarks will not be shown on the home page, except for the owner of the bookmark. The shared bookmark will be found under shared bookmarks in the bookmark menu in the report.

Menu

Setting for the main menu, displayed on the left side in Deem Insight.

As shown in the above screenshot, it is recommended to add the menu to the main menu.

Please click on the key menu to access the menu settings.

In the menu tree tab number one the menu is collapsed, and you therefore need to click on the arrow in front of Root to see the structure (reports which have been put into folders will not be visible until you expand the folder). Root is the top level of the menu. To add a new menu node mark the parent element and press new in the drop-down list in the top right corner:

Tip

You can easily move reports and other elements from one folder to another by drag and drop.

It is possible to configure access to the menu points, but we do not recommend to restrict access to report folders.

Configurations

All tenant settings are listed here, with built-in help for each one. See Configuration settings.

Mail is set up from the same area, in the Mail send settings dialog, where you can also send a test mail:

See Mail setup for the settings and how to test them.

Connections

Please see data connections in the report administration chapter.

Data sources

Please see data sources in the report administration chapter.

Emails

Overview of all sent system emails and service status (sent, error).

See Mail setup for how to set up sending, and what to check when a mail ends up in error.

Languages

Overview of available languages. Can be customized.

Languages are in use in most parts of Deem Insight.

For use in measures, dimensions etc.

There is no automatic translation. But you can use the “translate” button to get a suggestion in many languages. Please note that Deem Insight will base the translation on the text written in the english language. Also, the translation must be done for each data source.

System translations (fields and headlines)

Tenant translations will change the name of every appearance of the word in the system. Please note this translation will not affect reports etc.

Please see below picture for an example of how the tenant translation will appear in the account card.

User language

Deem Insight supports several languages, and the end user can select the relevant language in edit profile. This will influence all system names and fields in addition to translations in reports etc. where translations have been set up.

List views

List views makes it possible to set up standardized lists of different system parts in Deem Insight. This to get an easier overview of what needs your attention, such as filter on your open actions, your bookmarks etc. Is often used in combination with e.g. bookmarks used in the main menu.

Configuration of list views can be done under list views in the admin menu.

Field	Description
Key	Unique id (mandatory).
Name	There is no need for a unique name (mandatory).
Type	Type are custom, and can be set up in record types (mandatory).
Default view	When ticked off this view will be set as default in the list.
Status	Statuses are custom, and can be set up in statuses (mandatory).
Owner	Owner can be set up, drop down list (optional).
Pos	Position is used to sort the list of lists (mandatory).
Limit	Can limit how many lines that is included in the list, 0 will show all lines(optional).
Order by	Order the list by field, if blank the list is sorted by created date descending. Example: status.category asc, name desc.
Filter	Filter the list according to the filter set. Example: status.category between 1 and 3 and deleted = false.
Script	Currently not in use.
Notes	Free text field (optional).

When list views is set up, the drop-down list as shown below will appear:

List columns

Each list view has a List columns tab that decides which columns the list shows. Use Generate standard columns in the record menu to fill the tab with the standard columns for the list type, then set the status of each column:

Status	Effect
Active	The column is shown in the list.
Collapsed	The column is hidden, but the user can add it from the column picker.
Inactive	The column is not shown and is not offered in the column picker.
Use default settings	The column follows the standard setting for the list type.

Remove all columns clears the tab again. Both actions require update access to the list type and to list columns.

Last comment column

Task lists — tasks, activities, issues and opportunities — can show a Last comment column with the newest comment on each row, so the latest status is visible without opening each item.

The column is inactive by default and costs nothing for those who do not use it. To switch it on, open the list view, run Generate standard columns and set Last comment to Active. The comment text is shortened after 120 characters.

Note

Comments are available on activities, issues, opportunities, projects and products. On a list of other types the column stays empty.

Objects

Overview of all datasource objects (measures, dimensions, visual groups, filter groups). Automatically updated when new datasource objects are created. Link to the relevant object/report/datasource is available when the objects are opened.

Office profiles

An office profile connects a user’s own mailbox to Deem Insight, so the user gets an Inbox. A user without an office profile has no inbox. Several users can share one profile, and the user form has the field Office profile. A profile marked Default type is set on new users.

The Profile type decides how the mailbox is read:

Profile type	Use
Microsoft Graph	Microsoft 365 mailboxes. Recommended.
Imap	Other mail services, and Microsoft 365 until you move to Microsoft Graph.
None	No inbox.

Url is used only by Imap. Leave it empty for Microsoft Graph.

Changing the type on a shared profile moves all its users at once, without a new sign-in.

Microsoft Graph: what the administrator sets up

Users sign in with Microsoft as before. Deem Insight then reads their own mailbox with the same sign-in, so they are not asked to log in again.

1. In Microsoft Entra, open the app registration your users sign in to Deem Insight with.
2. Under API permissions, add Microsoft Graph Mail.Read (Delegated) and choose Grant admin consent.
3. Set the user’s office profile to Microsoft Graph.

The inbox shows up the next time the user signs in.

Note

If the permission or the consent is missing, the user still signs in as normal — only the inbox stays away. Add the permission and the user gets the inbox at the next sign-in.

Login profiles

In this view you can set up login profiles used as authentication for the user.

Configuration of login profiles for users.

Report objects

Overview of all report objects (row, column, measure, page filter, filter). Automatically updated when new report objects are created. Link to the relevant object/report/datasource is available when the objects are opened.

Reports

Overview of all reports with data sources and statuses etc. Possible to create a new report and edit reports. You can also import a file in XML format. Please contact your consultant for further information regarding import of reports.

Please see the report administration chapter for more information.

Roles

Overview and configuration of all roles.

Please see the user administration chapter for more information.

Inbox

Shows your own mailbox directly in Deem Insight. You need an office profile, see Office profiles. When an email is opened, you can create a new contact of the sender, create a new task with the email content, or download the email directly to your device.

Monitor

Overview of all logged-in users can be found in the sessions tab.

An overview of events with a possibility to look into slow SQL’s,current SQL’s, slow events and current events. Denied logins are listed here as well, both those stopped by an IP or login type restriction and those where the user simply failed to sign in.

The tab for connection pool gives an overview of active connections.

API trace

When support needs to see what actually happens on an integration — a data feed, a sign-in, or an external client calling the API — the toolbar menu on the Session and Event tabs has an Enable API trace (60 min) action. It writes the full request and response detail to the server log.

The trace always stops itself:

• It runs for 60 minutes at most, and nothing extends it.
• It expires on its own, and a server restart clears it.
• The same menu shows Stop API trace with the minutes remaining, so you can end it early.

Every activation and every early stop appears as an API trace event on this page, showing who turned it on and when it expires.

Note

The trace writes complete request and response content to the log. Turn it on only while you are investigating something, and stop it once you have what you need.

Tenants

Configurations of some system parameters can be found here. Please contact your consultant for more information.

Job entries

Configuration of jobs for the job monitor. Dependent of jobs being set up on the server.

Please contact your consultant for more information.

Job monitor

Overview of all available jobs in the job monitor. Possible to run jobs manually. Dependent of job entries being set up.

Users

Overview and configuration of all users. Users must exist as a contact before creating a user.

Please see the user administration chapter for more information.

Related pages

• User administration
• Creating a report
• Type related to reports