Administration Guide

Last modified by Ross Beck on 06/11/2025, 14:23

The Administration Guide is designed to cover all options available to system administrators. For front-end tasks, please refer to the User Guide.

To access the administration functionality from the front-end, click Admin at the top of the screen.

The different administration screens can be accessed using the menus at the top of the screen or by using the search bar.

Click the Refresh / Filter button to refresh the current screen, or enable the Auto Refresh checkbox to automatically perform this action. This is especially useful when monitoring the row count when building Indexes, for example.

To return to the front-end, click Search.

Contents

01. Installation
01a. Upgrade Procedure
01b. Licencing

02. Security
02a. Authentication
02b. User Management
02c. Realm-Based Security
02d. Password Policies
02e. Lockdown
02f. PGP Key Integration
02g. Security Certificates

03. Wizards
03a. Database Data Source Wizard
03b. Amalgamated Data Source Wizard
03c. Aggregation Wizard
03d. Google Analytics Wizard
03e. Basket Analysis Wizard
03f. Unstructured Data Source Wizard
03g. Mail Data Source Wizard
03h. Quick Start Wizards

04. Manual Index Creation
04a. Creating a Data Source
04b. Creating a Data Source Group
04c. Creating an Index
04d. Creating a Search Engine

05. System Maintenance
05a. System Overview
05b. System Diagram
05c. Status Monitoring
05d. System Settings
05e. Index Schedules
05f. Audit Index
05g. Remote Monitoring
05h. Backup and Restore Procedure

06. Advanced Configuration
06a. Database Connections
06b. Cloud File System
06c. Targeting
06d. Currency Management
06e. Twitter Configuration
06f. Interface Customisation
06g. Metadata Web Services Integration
06h. Remote Servers 
06i. Extension Management

07. Data Warehouse
07a. Rules
07b. Editable Data
07c. ETL