Dashboard
The tenant dashboard of InterformNG2 is the main screen, that the user see after signing on and selecting a tenant:
You can click the Interform logo on the upper left from any screen in InterformNG2 in order to jump to the dashboard.
The list of functions may vary: If you are currently signed on as the system administrator, then the top ribbon will contain links to the System settings and the system log. If you do not have a valid license (or a limited license) for InterformNG2, then only some of these links shown.
The functions are:
- Designe:
Designer
This is where you define your templates/forms. In the templates you setup how an input file should be formatted as e.g. a printed or PDF output.
Excel designer
This is a link to a special Excel designer for converting input files into Excel output. - Library
All resources, that are to be installed in InterformNG2 are uploaded via the Library. The library is divided into sections for each resource type. - Workflow
In the workflows you can setup workflows for processing input files. Here you can setup a list of functions and conditions to be considered for an input file. - Settings
The settings are divided into two sets of settings: One set of global/system settings for the complete installation and another set of settings for a specific tenant. - Job logs
A job log is added each time InterformNG2 is processing a job in either the workflow or for a preview in the designer. You can search the job log to verify the status of processed jobs. You should consider the joblog settings to ensure that old entries are deleted. - Email logs
The email log contains an entry for each email, that has been generated by InterformNG2. Here you can also e.g. release and open emails.
The upper right corner of the dashboard includes these 3 icons:
(Lists the last notifications from Interform)
User options:
You will see these options, if you click this icon:
- As the first line you can see the user, that is currently logged on.
- The second line shows the tenant, that you are currently accessing.
- The Change password line can be clicked in order to change the password of the current user.
- Logout is used for signing off e.g. for signing on again and accessing another tenant.
At the bottom of the Dashboard, InterformNG2 shows system information for the current installation, including the software version, environment description, and platform information.
You can setup a description of the InterformNG2 installation on the Global system settings.
Status section
The status section of the dashboard looks like this:
Related Articles
Changed user interface in version 4.0.0
With the introduction of version 4.0.0 if InterformNG2 the user interface of InterformNG2 has changed. When you sign on you will first notice the different colors, that are now used, but it is not just the colors, that has changed. The appearance and ...Getting started with InterformNG2
The idea of the following procedure is to give you a safe and easy start with the InterformNG2 system. No knowledge on InterformNG2 is required, and only minor Windows knowledge is needed. Knowledge of Xpath can be useful, but a short introduction is ...Backup and replication
The following describes the content of the different folders in the INTERFORMNG2_HOME folder and the recommendations for backup and replication of each folder. Note that all “database” folders are typically not used when InterformNG2 is configured to ...Starting the Designer
This section covers the use of the InterformNG2 designer. For installation you should refer to Installation and upgrade. You can start the designer in two ways: 1. By clicking the 'Designer' icon in the top ribbon e.g. from the Dashboard: 2. You can ...Create a new template
A template is the design or form, that you can create in the designer. Here you can setup the conversion from an input XML file or spooled file into a graphical result. You can actually create two kinds of templates: 1.Normal templates, that are used ...