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System Administration Overview
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Pages
- Advanced Workflow
- All Jobs H
- Archive Attributes
- Archive History
- Archive Log
- Archive Manifest
- Archive Manifest Keys
- Archives H
- Audit Configuration
- Audit Tables H
- Bulk Execution Panel
- Catalog All Phrases
- Catalog Extension
- Catalog Page Help H <span id="Catalogs_Page_Help_H"></span>
- Catalog Page Phrases
- Catalog Phrase Translations (Generic)
- Catalog Phrase Translations (Page Specific)
- Catalog Phrases H
- Catalog WebApp
- Catalogs H
- Colors
- Column Events
- Control (Formats)
- Control Display and Limit Possible Candidates
- Controls
- Copied Pages
- Copy Page
- Copy Role
- Copy User
- Copy WebApp User
- Copy WebAppGroupUser
- CTS Attributes
- CTS Build H
- CTS Configure (Shippable Item Keys)
- CTS Configure (Shippable Items) H
- CTS Configure (SQL Object Dependencies)
- CTS Configure (SQL Object Registration Keys)
- CTS Configure (SQL Object Registrations)
- CTS Configure (SQL Object Relationships)
- CTS Configure (SQL Objects)
- CTS Configure H
- CTS Item Keys
- CTS Items H
- CTS Log
- CTS Package Export
- CTS Packing List By Config Item
- CTS Packing List H
- CTS Packing List Keys
- CTS Packing List Summary
- Custom Page Column Links
- Customization Review
- Data Source Audit Report
- Data Source Column Encryption
- Data Source Features
- Data Source Instances H
- Data Source Sequences
- Data Source Type Features
- Data Source Types
- Data Sources H
- Database Types H
- Database: Current Connections
- Database: Current Requests
- Decrypt
- Definition
- Dictionaries
- Dictionary Words
- Encryption Keys
- Excel Integration Panel
- Failed Jobs H
- Forbidden Passwords
- Group Page List
- Group Pages
- Groups
- Images H
- Index (Specification) H
- Index Columns
- Indices H
- Instances
- Job Queue (Task) H
- Job Queue Task Params
- Job Status Types
- Job Types
- Jobs (Failed) H
- Languages
- Layout Frames
- Layouts
- Link Customization
- Locales
- Log Types
- Menu Links
- Menus
- Message Types H
- Page (Chart Properties)
- Page Business Rules H
- Page Column Links
- Page Columns H
- Page Customization
- Page Event Parameters H
- Page Event Rule Parameters
- Page Events H
- Page Extension - By Role
- Page Extension - By User
- Page Extension - Default
- Page Groups
- Page Type Controls
- Page Types
- Page Validation Rules H
- Pages Catalog
- Pages H
- Parameters (All Tabs)
- Plugin Assemblies H
- Plugin Business Rules
- Plugin List Data Providers
- Plugin Validation Rules
- Plugins H
- Queues
- Queues (Monitor)
- Quick Links H
- Recent Service Activity
- Report Group Columns
- Report Groups
- Resources
- Role Key Values
- Role Users
- Security Definition Keys
- Security Definition Page Column Bindings
- Security Definition Pages
- Security Definitions
- Security Definitions For User
- Security Role Definitions
- Security Role WebApp Groups
- Security Roles
- Security: Users Summary
- Service Pages
- Service Providers
- Service Queues
- Service: Average Job Wait Time (Past Hours)
- Service: Longest Jobs (Hourly)
- Service: Queue Health (Hourly)
- Service: Resources
- Site Customization
- Site Customization Role Quick Links
- Site Customization User Quick Links
- Site Menu
- Status
- Stop List Words
- Stop Lists
- Styles H
- System Log
- System Logs
- User Group List
- User History Log
- User Security Definition Summary
- User Specific Keys
- User Specific Security Definitions
- Users (Current)
- Users (Locked)
- Users H
- WebApp (Users)
- WebApp Catalogs H
- WebApp Customization
- WebApp Group Users
- WebApp Groups H
- WebApp Security
- WebApp Users (Groups)
- WebApps H
- Workflow Links
- Workflow Log H
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Procedures
- Acknowledge Failed Jobs
- Add a Catalog to a Delivered WebApp
- Add a Color
- Add a Column to an Index
- Add a Data Source Instance
- Add a Mass Change Custom Link to a Custom Page
- Add a Message Type
- Add a Service Queue
- Add a Style
- Add a Toolbar Button
- Add an Image to the DSP®
- Add Attributes
- Add Custom Links to a Page
- Add Database Types
- Add or Update Custom Icons for Custom WebApps
- Add Phrase Out Values to Alias a Column on a Page
- Add Phrases to Catalogs at the WebApp and Page Level
- Add Reserved Columns to Tables to Track Excel Integration
- Advanced Plugin Example
- Allow a Quick Link to be Created for a Page
- Assign a Catalog to a Custom Web App
- Assign Key Columns
- Assign Keys to Security Role
- Assign Users to a WebApp for Custom Application Development/Customizations
- Assign Users to Security Roles
- Assign Users to WebApp Groups
- Assign WebApp Groups to Security Role
- Basic Plugin Example
- Build an Archive from a Package
- Build Index Objects
- Build Indices for a Data Source for Search and Duplicate Detection
- Build the Index
- Bulk Duplicate Detection H
- Configure an Index
- Configure Anonymous Authentication
- Configure Authentication Settings
- Configure Basic Authentication
- Configure Bulk Execution
- Configure Business Rule Settings
- Configure Column Header and Text Color in the Excel Template
- Configure CTS Passwords
- Configure Custom Integration
- Configure Excel Integration Overview
- Configure Filters in the DSP®
- Configure Integrated Authentication
- Configure Job Status Types
- Configure Log Type Settings
- Configure Password Options
- Configure Service Pages
- Configure the Path or Connection Settings for a Data Source
- Configure Warning Message Timing for License Expiration
- Configure Workflow Fields
- Configure Workflow Links
- Copy a Security Role
- Create a CTS Package and Build Archive in Source Instance
- Create a Plugin
- Create a User Account Based on Another User’s Security Settings
- Create a View
- Create an Index
- Create an OnValidate Page Event for Bulk Execution
- Create Column Dictionaries
- Create Dictionaries
- Create Quick Links
- Create Quick Links as the Logged In User
- Create Quick Links by Role
- Create Quick Links by User
- Create Security Definitions
- Create Security Roles
- Create Stop Lists
- Create User Accounts in System Administration
- Create WebApp Catalogs
- Create WebApp Groups
- Create WebApp Groups using the *Groups* Page
- Create WebApp Groups using the WebApp Groups page
- CTS Overview
- Customize Quick Links
- Customize the Page to Display for All Users
- Customize the Page to Display for Individual Users
- Customize the Page to Display for Members of a Security Role
- Customize, Organize, and View Quick Links
- Define an Index for Duplicate Detection
- Define Security Roles
- Delivered Security Roles
- Detect Locales
- Determine the Duplicate Detection Threshold
- Disable and Enable Logging for Pages
- Display Fields as List Boxes on a Page’s Filter View
- Display Translations for Column Data
- DSP® Configuration
- DSP® Pages Delivered with Bulk Execution Enabled
- DSP® Pages Delivered with Excel Integration Enabled
- Enable Auditing for Tables with Personal Information
- Enable Bulk Execution for a Page
- Enable Duplicate Detection
- Enable Excel Integration
- Enable Logging By Page
- Enable/Disable Sheet with Instructions
- Encrypt Password for CranSoft Data Source
- Establish User-Specific Security Definitions
- Exclude Columns from Excel Integration
- Export CTS Archive to Target Instance
- Filter Controls
- Getting Started with DSP® Security for Custom Components
- Getting Started with DSP® Security for Delivered Components
- Grant Security to Allow Quick Link Creation
- Grant Users Access to Integrate's Post Monitor Group in System Administration
- Hide Columns on a Page’s Filter View
- Hide/Show Quick Links
- How the DSP Uses Data Source Types
- Identify SQL Performance Issues
- Import and Export Phrase Files
- Import Archive to the Target Instance
- Import the Data Services Profiling Results into the DSP
- Include Data Type and Help Text in the Excel Template
- Log Events and Access to Personal Data
- Make Changes to a Plugin
- Manage Duplicate Detection
- Manage Failed Jobs
- Manage Styles
- Manage WebApp Catalogs
- Mark Target and Source Instances
- Merge a Language
- Merge Language
- Organize Quick Links
- Plugin API Functionality
- Plugin Functionality
- Plugins Overview
- Populate an Index
- Product Licenses
- Quick Link Security
- Quick Links
- Register a Data Source
- Register Plugin in DSP®
- Register Security Definition
- Register Security Definitions to Components (WebApps)
- Register the Object Database (dsw\*) in System Administration
- Register Workflow Views
- Review Packing List to Exclude Specific Items
- Search for Duplicates
- Security Definition Example
- Security Definitions Delivered with the DSP®
- Security: Successful Authentication (Hourly) Chart
- Security: Successful Authentication By Role User
- Security: Successful Authentications By Role Chart
- Set a Baseline CTS Configuration for a Custom WebApp
- Set a Default Style for Users
- Set a Language As Active
- Set Bulk Execution Parameters
- Set Forbidden Passwords
- Set Page Security for WebApp Groups
- Set Security in the DSP®
- Set the Default Context for a User
- Set the Default Queue for a Job Type
- Set the Language for the Translated Column Name Header in the Excel Template
- Set the Wildcard Character for Filters
- Set up Data Sources for Transform in System Administration
- Set up Instances
- Set Up Service Pages for Service Level Agreements (SLA) in System Administration
- Show Quick Links Icon
- Show SQL
- Start, Stop, or Clear Queues
- Stop a Running Index
- Stop and Start Service Pages
- Troubleshoot Translations
- Unlock User Accounts
- Use Auto Register to Add Users to WebApp Groups Automatically
- Use Catalogs During Application Development
- Validate Objects
- Verify Page Security
- View a User’s Assigned Security Definitions
- View a User’s Authentications, Property Changes and Access Changes
- View boaStatus Values
- View Data Source Types and Features
- View Failed Jobs
- View Logs
- View Logs
- View Messages
- View Resource Charts in System Administration
- View Security Dashboard in System Administration
- View SQL Server Health Charts
- View System Logs
- View the WebApp Groups and WebApp Pages that a User can Access
- View the Workflow Log
- View where Plugin is Used within the DSP
- WebApp Groups
- Workflow Overview
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Pages
Enable/Disable Sheet with Instructions
An optional instruction worksheet can be added to the Excel template file. This worksheet contains custom text to convey to the user how to enter data in the template.
To enable the template with instructions for a page:
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Navigate to the page where the instructions should be configured in the Excel template.
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Click the Change Settings icon in the Site toolbar.
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Select Design.
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Click Vertical View for the page .
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Click the Excel tab.
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Click Edit.
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Enter the text to display on the instructions tab in the Excel spreadsheet for the Excel Instructions field.
NOTE: If the Excel Instructions field is empty, the Instructions tab does not display in the template.
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Click Save.
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