About System Administration

This section is for administrators of a Board platform. 

To access this section, users must have a Developer license associated with their profiles and they must have the Admin checkbox enabled in the Platform authorization table in the Subscription Hub. See Board Subscription Hub for more information.

In this section you can manage user roles, security profiles, the graphical theme of the Platform, monitor users, running tasks, and more administrative options.

The System Administration section is at the Platform level, meaning that the settings in this section take effect on the Platform you are currently logged in.

 

To enter the System Administration section, hover over the light blue square at the top left corner of the page to bring up Board's Main Menu, then click on "System Administration". You will be taken to the homepage of the System Administration section, where you can navigate and access its various settings. The small square at the top left corner of the page will become blue, meaning that you're in the System Administration homepage.

 

The System Administration homepage provides common navigation elements used in the entire Board Platform, such as tiles and the Top Menu. See Board workspace for more details.

The navigation left panel allows you to browse through the various System Administration settings: hover over the System Administration icon () on the left to open the panel.

 

The System Administration section offers the following subsections:

  • Subscription. This tile links to the Board Subscription Hub, which is a portal for administrators of Board Cloud Platforms that allows to carry out several user management tasks on the entire Board environment.

    The tiles that you can access in the Subscription hub depend on the Subscription hub authorizations of your user account.

  • Roles. In this area you can:
    • Add, edit or remove user roles
  • Features. In this area you can:
    • Add, edit or remove user application profiles
  • Folder Security. In this area you can:
    • Add, edit or remove folder security profiles
  • Online Users. In this area you can:
    • View online and offline users
  • Running tasks. In this area you can:
    • View currently running tasks (such as Dataflows, Data Readers, Layout executions and more)
  • Log settings. In this area you can:
    • View or edit the log settings of the Platform you are managing
  • Broadcasting. In this area you can:
    • Add or remove broadcasting protocols that send Presentations via email to a specified list of recipients on a scheduled basis
  • Data sources. In this area you can:
    • Add, edit or remove Data sources for Data models  
  • Localization. In this area you can:
    • Add or remove languages
    • Run the "Collect Text" feature
  • Theme. In this area you can:
    • Define visual elements of the user interface
  • Taxonomies. In this area you can:
    • Configure taxonomy options and upload taxonomies for iXBRL reports
  • Search engine settings. In this area you can:
    • Configure the internal search engine of Board
  • Data model snapshot. In this area you can:
    • Create, delete or rename Data model snapshots
    • Upload or download Data model snapshots
    • View the Data model snapshot changelog
  • Transporter package. In this area you can:
    • Create, delete or rename Transporter packages that allow you to port meta-data changes from one Data model to another Data model
    • Upload or download Transporter packages
  • CLI automation. In this area you can:
    • Enable or disable the Command Line Interface (CLI) Service
    • Run a Transporter package from the command line