Date: Thu, 28 Mar 2024 23:43:46 -0700 (PDT)
Message-ID: <2005027917.988.1711694626013@ip-172-30-17-85.ec2.internal>
Subject: Exported From Confluence
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The Administrator Guide is designed to help administrators to co=
nfigure a knowledgebase and all its elements. System administrators have access to all levels of the syst=
em, including the Admi=
n Console and =
the entire Setup menu, in addition to the system functions available to pow=
er users. As such, this Administrator Guide is an extension of the Power User Guide, not a replacement=
. Experienced administrators can also review the advanced configuration cap=
abilities in the Developer Guide<=
/a>.
To provide a general overview, system administrators are able to:
- Complete the initial system setup, including configuring system security, setting the system time, managing licensing, and localizing the system language
- Manage tables, including Fields, Workflows, Rules, and&n=
bsp;Actions
- Set up user access to ever=
ything in the system, including access permissions, Teams, and Groups, and=
authentication methods such as OAuth 2.0 SSO, LDAP, two-factor authentication=
a>, and hyperlinks
- Design the look and feel of=
the knowledgebase
- Set up integra=
tions with third party software
- Design complex solutions =
to user requirements using all of the configuration tools available in the =
system
Working with Live Syst=
ems
Once your Agiloft KB is live, make sure to take precautions when y=
ou need to make configuration changes like adding or editing fields, changi=
ng history tracking, and updating or running extra rules.
In most cases, these changes should be made outside of regular business =
hours, or during a special, planned service window:
- Any work on process tables
- Updates to the People table, which is usually linked to multiple proces=
s tables
- Adding fields to History tracking
- Deleting fields, which is usually not recommended anyway
For updates to the People table or changes to History tracking, try to c=
ollect these requests and make the changes in batches, rather than making e=
ach change as it is requested.
For working on and testing rules, if you must do so in a live system, us=
e the Demo Data field to filter the rule so it doesn't affect real records.=
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