Any changes made in Component Management, Forms and List views, Dashboard Designer will always require a Publish and Tomcat restart.
The below information outlines other editable areas of the Admin and Designer menu and when publishes are required.
Menu Item
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Comment
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Requires
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Audit Log
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Audit Log Admin
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Tomcat restart
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Global Settings
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Any change
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Requires a publish and tomcat restart except for the below
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Publish and Tomcat restart
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HTML Library
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HTML Source
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Adding the HTML to any dashboard or form required a publish and tomcat restart.
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Publish and Tomcat restart
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Updating the contents of an existing HTML Source.
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Immediately
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Imports
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Import Trigger
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Imported Data will be available immediately after import has finished.
Newly created imports (configured through the Designer Menu) can be selected immediately.
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Immediately available
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Localities
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Default Locality
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Changing the default Locality will change the Locality for all users who currently do not have one set.
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Tomcat restart
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All Localities
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Add - Adding a locality will be effective immediately after saving for selection in other parts of the system.
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Immediately available
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Adding a new locality with a newly added Language. To import translations for that language the system requires a Publish and Tomcat restart.
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Publish and Tomcat restart
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Edit - Once a locality has been updated and saved it is applied to users (with that locality) after they log out and log back in again.
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Next login
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Procedural Walkthroughs
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Walkthrough Templates
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Templates will be available immediately for selection once they are enabled.
Roam will require a Forms and Data download.
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Immediately available
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Profiles
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Add/Edit/Delete
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Immediate
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Questionnaires
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Questionnaire Templates
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Templates will be available immediately for selection once they are enabled.
Roam will require a Forms and Data download
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Immediately available
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Security
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Security Roles
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Add - New security roles can be used immediately in any of the Web Application Admin functions.
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Immediately available
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Edit - Changing security roles will take effect after security has been reloaded by the system. This happens as a background task and takes a couple of minutes after saving changes.
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Immediate
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Any user that has a role which is updated will see the effects on their next login.
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Next login
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Security Users
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Add - New user can log in immediately after being created.
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Immediate
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Edit - After updating and saving changes the security is reloaded by the system. This happens as a background task and takes a couple of minutes. The user needs to log out and log back in again.
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Next login
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Terms of Use
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Terms of Use Admin
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Selecting or changing the HTML selection for the Terms of Use requires a Publish and Restart.
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Publish and Tomcat restart
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Tools
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Pentaho ETL
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Clearing the 'TL Process Locked' will immediately enable the ETL to be triggered.
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Immediately available
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Rebuild Rollup Tables
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Selecting the Component and clicking Run.
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Immediately available
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User Defined Filters/Views
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User Defined Filters
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Can only edit or delete.
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Immediate/Browser refresh
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User Defined Views
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Can only edit or delete.
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Immediate/Browser refresh
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User Favorites
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Any changes will take immediate effect.
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Immediate/Browser refresh
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Visualizations
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Visualization Admin
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Creating and Adding a Visualization to a dashboard requires a Publish and Tomcat restart.
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Publish and Tomcat restart
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Updating existing Visualization
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Immediate
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Menu Item
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Comment
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Analytics
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Javadocs
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Fields and relationships in Component Management require a publish and Tomcat restart for the javadocs to up updated.
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Publish and Tomcat restart
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Rules Builder
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Once a rule is enabled it will immediately start working.
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Immediate
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Artificial Intelligence
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General Context
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Information setting the context with the AI engine. It will preface all subsequent Suggestion Prompts
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Publish and Tomcat restart
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Suggestion Prompts
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Creating and updating prompts
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Publish and Tomcat restart
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Component Management
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Any additions, modifications or deletions made in Component Management will be immediately available for all the Design Tools.
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Configuration Management
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BI Components
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Adds/removes components from BI.
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Publish and Tomcat restart
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Clean Components
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Deletes data from components immediately.
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Immediate
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Rest API Components
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Adds/removes components from the Rest API.
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Publish and Tomcat restart
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Constants
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Add/Edit
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Note: Constants are used in other configuration functions, such as Filters.
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Immediate
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Dashboards
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Calendar Config
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Creating or updating a Calendar.
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Publish and Tomcat restart
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Dashboard Designer
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Creating or updating a Dashboard.
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Publish and Tomcat restart
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Dashboard Maps
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Creating new Dashboard Map and embedding it in another dashboard.
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Publish and Tomcat restart
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Adding and removing 'Map Element'.
Modifying 'Additional Details' for the Map Element..
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Immediate
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Dashboard Menu and Groups
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Creating groups and adding dashboards to the group.
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Publish and Tomcat restart
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Default Dashboard
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Defines which Dashboard is to be used as the Default Dashboard.
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Browser refresh
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Events
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Add/Edit
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Immediate
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Field Types
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Lookup
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Newly added Lookups can be used in Component Management immediately after save.
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Immediate
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Lookup Items
- Add/Edit/ Lookup Items
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Modifications to Lookup Items will be available in the Web Application within 30 to 60 seconds after saving the changes.
For more details refer to the following sections in the Online Help: Add Lookup List Items.
Note:
- this does NOT apply for Parent/Child Lookup fields. Please see below.
- in Roam, the Lookup Items will be updated with either the next full or delta download.
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Immediate
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Matrix
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Creating a new or modifying existing matrices.
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Publish and Tomcat restart
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Filters
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Component Filters
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Create - Once added, component filters can immediately be applied to Forms fields, Views, and BI Report Parameters.
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Immediate
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Add - Adding a Component Filter to Forms and List Views.
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Publish and Tomcat restart
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Edit: - Changes to the content of a filter will be available immediately after saving.
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Immediate
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Lookup Filters
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Create - Once added, Lookup filters can immediately be applied to Form Fields.
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Immediate
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Add - Adding a Lookup Filter to Forms.
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Publish and Tomcat restart
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Edit - Changes to the content of a filter will be available immediately after saving.
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Immediate
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WARNING
Before deleting any Component Filter or Lookup Filter it must be detached from anywhere it is being used. The system will prevent you removing a filter that is in use.
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Forms and Views
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Forms and List Views
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Creating and modifying Forms and List views.
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Publish and Tomcat restart
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Menu Designer
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Adding and changing items in the Workspaces Menu.
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Publish and Tomcat restart
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Reminder List Groups
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Creating and modifying Reminder List Groups and adding list views to the groups.
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Publish and Tomcat restart
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Tree Views
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Creating new Tree Views and adding to the Workspaces menu.
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Publish and Tomcat restart
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Adding a filter to a Tree View or changing the content of a filter.
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Immediate
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Imports
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Data Import
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Allows user to define Imports which are performed via the Web Application.
Note: To run the import, use the Import Trigger.
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Immediate
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Lookup Import
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Imported Data will be available immediately after import has finished.
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Immediate
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Languages
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Export Localisation
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Exports information ready for translation. New or updated Forms and List views are available immediately for download.
New fields added to a component require a Publish and Tomcat restart.
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Immediate
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Import Localisation
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Import only of data. Anything that can be translated via the designer is reflected immediately.
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Immediate
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List Views, Calendars, Dashboards and System Resources require a Publish and Tomcat restart after the import has finished.
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Publish and Tomcat restart
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Maintain Languages
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Adding a language and selecting it in Admin  Localities.
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Immediate
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To be able to translate any part of the application into a new language it needs a publish and restart after adding the language.
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Publish and Tomcat restart
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Reports and Graphs
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BI Report Parameters
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Immediate
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Security
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API Keys
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For use by external systems calling the Evotix 360 Rest API.
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Immediate
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Component
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Changing security on components will take effect after security has been reloaded by the system. This happens as a background task and takes 1-2 minutes after saving changes. The users assigned to the roles that have changed need to log out and log back in again.
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Immediate (1-2 minute delay)
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External API Tokens
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For use in Data Imports and Rest Callouts when calling external APIs that require an OAuth-style flow.
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Immediate
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Policies
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User can Add or Remove Roles to Policies, to become effective in the Web Application.
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