The Admin dialog box is accessible to users defined as administrators. For more information about adding users and defining access, refer to the Users section in this document.
The Admin dialog box is designed to provide up-to-the-minute information about the PPM server so that administrators can perform the following functions:
- View PPM server and function engine status.
- Log errors.
- Verify function integrity (no compilation errors or circular references).
- Import data.
- View important server and database properties, including packages installed on the server.
- View and edit PPM default settings.
- View and print system reports.
- Define and configure access settings.
The Admin dialog box has five tabs:
- The Status Tab - Includes service and calculation statuses, Server task scheduling, and maintenance. The Status tab also enables you to access the functions error logs and import data.
- The Properties Tab - Includes information about the server version and installed packages.
- The Defaults Tab - Displays your organization's quarter start day, lets you set system-wide functionality such as the User Name format, Reports Header, Maximum Search Results and whether null values in Horizontal Functions should be treated as zero, and enables you to define the investor map's default Gap Indication and whether to display its portfolios as folders or bubbles. In addition, you can choose to customize the active set of Indicators, the Dependency options, the PPM and Propose Branding Strips and each of the Regional Locale Options.
- The Reports Tab - Enables you to view and print reports for various modules and components, including:
- Investor Maps
- Categories
- Scorecards
- Value Lists
- Indicator Functions
- Users & User Groups
- Data Entry Log
- The Access / Privacy Tab - Enables you to configure user access, password rules, set up events for which audit logs need to be generated, view and export audit logs in .csv format or word document format, and configure consent notices for users and administrators. Consent notices are configured from this tab.