Audit Log

Audit Log Admin

Tomcat restart

Global Settings

Any change

Requires a publish and tomcat restart except for the below

Publish and Tomcat restart

Display:

• Accent Color
• Visualizations Color Palette
• PDF Header Image File

Refresh Browser

HTML Library

HTML Source

Adding the HTML to any dashboard or form required a publish and tomcat restart.

Publish and Tomcat restart

Updating the contents of an existing HTML Source.

Immediately

Imports

Import Trigger

Imported Data will be available immediately after import has finished.

Newly created imports (configured through the Designer Menu) can be selected immediately.

Immediately available

Localities

Default Locality

Changing the default Locality will change the Locality for all users who currently do not have one set.

Tomcat restart

All Localities

Add - Adding a locality will be effective immediately after saving for selection in other parts of the system.

Immediately available

Adding a new locality with a newly added Language. To import translations for that language the system requires a Publish and Tomcat restart.

Publish and Tomcat restart

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.

Next login

Procedural Walkthroughs

Walkthrough Templates

Templates will be available immediately for selection once they are enabled.

Roam will require a Forms and Data download.

Immediately available

Profiles

Add/Edit/Delete

Immediate

Questionnaires

Questionnaire Templates

Templates will be available immediately for selection once they are enabled.

Roam will require a Forms and Data download

Immediately available

Security

Security Roles

Add - New security roles can be used immediately in any of the Web Application Admin functions.

Immediately available

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.

Immediate

Any user that has a role which is updated will see the effects on their next login.

Next login

Security Users

Add - New user can log in immediately after being created.

Immediate

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.

Next login

Terms of Use

Terms of Use Admin

Selecting or changing the HTML selection for the Terms of Use requires a Publish and Restart.

Publish and Tomcat restart

Tools

Pentaho ETL

Clearing the 'TL Process Locked' will immediately enable the ETL to be triggered.

Immediately available

Rebuild Rollup Tables

Selecting the Component and clicking Run.

Immediately available

User Defined Filters/Views

User Defined Filters

Can only edit or delete.

Immediate/Browser refresh

User Defined Views

Can only edit or delete.

Immediate/Browser refresh

User Favorites

Any changes will take immediate effect.

Immediate/Browser refresh

Visualizations

Visualization Admin

Creating and Adding a Visualization to a dashboard requires a Publish and Tomcat restart.

Publish and Tomcat restart

Updating existing Visualization

Immediate

Analytics

Javadocs

Fields and relationships in Component Management require a publish and Tomcat restart for the javadocs to up updated.

Publish and Tomcat restart

Rules Builder

Once a rule is enabled it will immediately start working.

Immediate

Component Management

Any additions, modifications or deletions made in Component Management will be immediately available for all the Design Tools.

Configuration Management

BI Components

Adds/removes components from BI.

Publish and Tomcat restart

Clean Components

Deletes data from components immediately.

Immediate

Rest API Components

Adds/removes components from the Rest API.

Publish and Tomcat restart

Constants

Add/Edit

Note: Constants are used in other configuration functions, such as Filters.

Immediate

Dashboards

Calendar Config

Creating or updating a Calendar.

Publish and Tomcat restart

Dashboard Designer

Creating or updating a Dashboard.

Publish and Tomcat restart

Dashboard Maps

Creating new Dashboard Ma and embedding it in a SAI360 Dashboard.p.

Publish and Tomcat restart

Adding and removing 'Map Element'.

Modifying 'Additional Details' for the Map Element..

Immediate

Dashboard Menu and Groups

Creating groups and adding dashboards to the group.

Publish and Tomcat restart

Default Dashboard

Defines which Dashboard is to be used as the Default Dashboard.

Browser refresh

Events

Add/Edit

Immediate

Field Types

Lookup

Newly added Lookups can be used in Component Management immediately after save.

Immediate

Lookup Items
- Add/Edit/ Lookup Items

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.

Immediate

Matrix

Creating a new or modifying existing matrices.

Publish and Tomcat restart

Filters

Component Filters

Create - Once added, component filters can immediately be applied to Forms fields, Views, and BI Report Parameters.

Immediate

Add - Adding a Component Filter to Forms and List Views.

Publish and Tomcat restart

Edit: - Changes to the content of a filter will be available immediately after saving.

Immediate

Lookup Filters

Create - Once added, Lookup filters can immediately be applied to Form Fields.

Immediate

Add - Adding a Lookup Filter to Forms.

Publish and Tomcat restart

Edit - Changes to the content of a filter will be available immediately after saving.

Immediate

WARNING

Before deleting any Component Filter or Lookup Filter it must be detached from anywhere it is being used. Failure to do so may cause the system to become unusable.

Forms and Views

Forms and List Views

Creating and modifying Forms and List views.

Publish and Tomcat restart

Menu Designer

Adding and changing items in the Workspaces Menu.

Publish and Tomcat restart

Reminder List Groups

Creating and modifying Reminder List Groups and adding list views to the groups.

Publish and Tomcat restart

Tree Views

Creating new Tree Views and adding to the Workspaces menu.

Publish and Tomcat restart

Adding a filter to a Tree View or changing the content of a filter.

Immediate

Imports

Data Import

Allows user to define Imports which are performed via the Web Application.

Note: To run the import, use the Import Trigger.

Immediate

Lookup Import

Imported Data will be available immediately after import has finished.

Immediate

Languages

Export Localisation

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.

Immediate

Import Localisation

Import only of data. Anything that can be translated via the designer is reflected immediately.

Immediate

List Views, Calendars, Dashboards and System Resources require a Publish and Tomcat restart after the import has finished.

Publish and Tomcat restart

Maintain Languages

Adding a language and selecting it in Admin Localities.

Immediate

To be able to translate any part of SAI360 into a new language it needs a publish and restart after adding the language.

Publish and Tomcat restart

Reports and Graphs

BI Report Parameters

Immediate

Security

API Keys

For use by external systems calling the SAI360 Rest API.

Immediate

Component

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.

Immediate (1-2 minute delay)

External API Tokens

For use in Data Imports and Rest Callouts when calling external APIs that require an OAuth-style flow.

Immediate

Policies

User can Add or Remove Roles to Policies, to become effective in the Web Application.