Admin Task[edit]


= Admin Task =

== Deleting an Agreement ==

An Admin has the authority to delete an Agreement. An Agreement may be deleted if it is no longer being used or it is terminated.

To delete an Agreement:

1. '''Click '''the ''Admin Task ''tile.&nbsp;

2. '''Click''' the ''Delete Agreement'' button on the page.
<div class="image-green-border">[[File:Admin Task - Delete Agreement 7.8.PNG|720px|Admin Task Options 7.8.PNG]]</div> 
3. You can search the Agreement to be deleted by providing any one of the&nbsp;fields listed below. The system automatically populates the data for the other field. Both the fields are mandatory to delete the Agreement from ICM.

*'''Agreement URL:''' Enter the URL of the Agreement that you want to delete. 
*'''Sys Id: '''Enter the unique system ID for that Agreement. 
<div class="image-green-border">''[[File:Admin Task - Delete Agreement - Execute 7.8.PNG|720px|Admin Task - Delete Agreement 7.8.PNG]]''</div> 
4. '''Click&nbsp;'''''<i>Execute</i>. The Agreement will be deleted.''

&nbsp;

== Search Sync ==

The Search Sync tool gets data from Elastic Search (ES) for a given instance’s&nbsp;''Sys Id ''and synchronizes it if required.&nbsp;Using the fetched ES value, the tool validates if the Sys Id is the latest for the respective instance or if a sync is required. This tool can be accessed by the Administrator from the ''Admin Task'' on ''User Administration'' tile.

If the key exists, the latest value from ES will be displayed. If the key does not exist, the system displays an error message indicating that the value could not be fetched for the provided Sys Id. The Sys Id can be provided as input CSV file or as comma separated. Either comma separated Sys Ids can be entered or a CSV file can be uploaded.

This helps to make the entity search more streamlined and efficient. Users can quickly refer to related agreements at the time of deals or audits.
<div class="note-box">'''Note''': Data can be fetched from only one instance at a time. A dedicated key must exist for ES sync to work with ''Sys ID''.</div> 
You can search the documents that an Agreement is linked to.

To use the Search Sync Tool:

1. '''Click'''&nbsp;Home > User Administration >&nbsp;''Admin Task''.&nbsp;The ''Admin Task'' page opens.
<div class="image-green-border">[[File:Search Sync 1.png|720px|Search Sync 1]]</div> 
2. '''Click'''&nbsp;the&nbsp;''Search Sync ''task from the left pane.
<div class="image-green-border">[[File:Search Sync 2.png|720px|Search Sync 2]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><div class="image-green-border">4.&nbsp;'''Select'''&nbsp;the&nbsp;''Entity Type&nbsp;''from the drop-down to sync data to the Elastic Search. For example, Agreement.</div> </div> 
5.&nbsp;'''Select'''&nbsp;the&nbsp;''Contract Type&nbsp;''from the drop-down''.''

5. '''Toggle '''''Skip Agreement Document Indexing ''to ''Yes/No'' as required.

6. To get the ''Sys Ids,''&nbsp;'''click'''&nbsp;the&nbsp;''Upload CSV&nbsp;button'' to upload the .CSV Agreement or&nbsp;enter&nbsp;the Sys Id using comma separated value in the box.

7. '''Click''' the&nbsp;''Upload CSV''&nbsp;button to upload the CSV document. The&nbsp;''Upload Document''&nbsp;window opens.
<div class="image-green-border">[[File:Search Sync 3.png|720px|Search Sync3]]</div> <div class="image-green-border">
8.&nbsp;'''Click''' ''SelectFile'' to upload a CSV file and add a note if required.
</div> <div class="image-green-border">[[File:Search Sync 4.png|720px|Search Sync 4]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.'''Click''' ''Upload File''. The file is uploaded to the ''File Path ''displayed.If the uploaded file format is incorrect, an alert message is displayed. The supported file formats will be also be displayed.</div> <div class="image-green-border">
If the uploaded file format is incorrect, an alert message is displayed. The supported file formats will be also be displayed.

[[File:Search Sync 6.png|720px|Search Sync 6]]
</div> 
10. '''Click'''&nbsp;''Sync''. The&nbsp;''Sync Request Accepted''&nbsp;message is displayed.&nbsp;
<div class="image-green-border">[[File:Search Sync 7.png|720px|Search Sync7]]</div> 
11. '''Click'''&nbsp;''Ok''. Users can now get data from ES for a given instance’s&nbsp;SysId&nbsp;and can check if it has the latest value or if a sync is needed.

12. '''Select''' ''Get ES Value''.

13. Enter the SysId and '''click''' ''Go''. If the key exists, the latest value from ES will be displayed. If the key does not exist, the error message ''Please enter valid SysId'' is displayed.

'''Note''': Data can be fetched from only one instance at a time.
<div class="image-green-border">[[File:Search Sync 8.png|720px|Search Sync 8]]</div> 
=== Elastic Search Sync ===

Users can now get data from Elastic search for a given instance’s ''SysId'' so that they can look up the value and identify whether it is the latest or if a sync is needed. If the key exists, the latest value from ES will be displayed. If the key does not exist, the system will display the error message “Could not fetch value for provided SysId”.

'''Note''': Data can be fetched from only one instance at a time.
<div class="image-green-border">[[File:Search Sync ES.png|720px|Search Sync ES.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> 
== Legacy Upload ==

Organizations may have a large number of existing Agreements that are created outside of ICM platform. These are henceforth referred to as Legacy Agreements.&nbsp;Organizations may want to import these Agreements to ICM to leverage its vast capabilities and manage all Agreements within a single platform.<br/> The Legacy Upload feature enables ICM Administrator to easily upload in bulk the legacy agreements that were created outside of ICM. This feature enhances productivity by allowing you to upload a large volume of existing Agreements and other entities using Excel.

The highlights of this feature are&nbsp;:&nbsp;

*Uploading Agreements, Teams, Notes and Commitments in bulk. 
*Uploading Associations, Masterdata, User Information and Amendments in bulk. 
*Scheduled batch processing for improved performance. 
*Enhanced validations, including the ability to exclude the specified attributes from being validated.&nbsp; 
*Ability to view logs and reporting of success and failure statuses for validations and uploads. 

You can use the utility to upload the following entities:&nbsp;

*Agreements&nbsp; 
*Amendments 
*Associated Documents (with or without workflow) 
*Masterdata (with or without workflow) 
*Team, Notes, and Commitment 
*User details 

Click the [[Legacy_Upload|Legacy Upload link]] in for more details.

== Translations Editor ==
<div class="image-green-border">
The ICM platform is available in different languages and different languages label text are available&nbsp;for&nbsp;localization. However, to make any changes to the localization values, users had to reach out to the Solutions Engineering or Database teams. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.

Hence, a self-service ''Translations Editor'' tool has been introduced that contains all strings that are localized.

Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICM. Once the values are updated in ICM, the caches are updated automatically to avoid the cache flush and server restart. This has significantly enhanced productivity as the turnaround time to update the Resource Key values has been eradicated.

Using this tool, users can now:

*Search for a specific string using the search bar and update the Resource Key value for Language and Locale. 
*Update multiple language strings by selecting and saving the Resource Key value. 
*Download and upload the localization key values using Microsoft Excel. 
*View the modified values in the ICM instance immediately. 
</div> <div class="image-green-border">
To use the Translations Editor Tool:

1. '''Click'''&nbsp;the&nbsp;''User Administration'' tile on the ''Home'' page.

2. '''Select '''''Admin Task''&nbsp;from the drop-down. The ''Admin Task'' page opens.

[[File:User Administration.PNG|720px|User Administration]]

3.&nbsp;'''Select'''&nbsp;the&nbsp;''Translation Editor ''task from the left pane.

[[File:Translation Editor 1.png|720px|Translation Editor 1]]

Users can update translations in the following ways:

1. For selective editing, select a language and a resource key to update the translations.

2. For bulk editing and updation of multiple languages and resource keys, use the Download / Upload option to download an MS Excel sheet.

&nbsp;

===== Selective Editing to Update Translations =====

For editing Resource Key values selectively:

1. From the ''Select Language'' drop-down, select a language in which you want to edit the labels.&nbsp; For example, français (French).

[[File:Translation Editor 2.png|720px|Translation Editor 2]]

The Resource Key and respective values of the selected language are displayed.

[[File:Translation Editor 3.png|720px|Translation Editor 3]]

2. '''Ente'''r a ''ResourceKey ''value in the''Search'' field to edit. For example, default. All ResourceKey(s) with the ''Par défaut (default)'' values from the French language are displayed.
<div class="note-box">'''Note:''' ResourceKey is a unique key by which the application gets its label text for different languages.</div> 
[[File:Translation Editor 4.png|720px|Translation Editor 4]]
</div> <div class="image-green-border">
3.&nbsp;'''Click '''the ''Edit this Resource Key for Multiple Languages&nbsp;'''''icon '''in the ''Actions'' column.

You can change the key for a single language or for multiple languages as required. For example, change ''Par défaut'' to ''défaut'' in French or ''Predeterminado'' in Español (Spanish) to&nbsp;''Defecto''.

[[File:Translation Editor 5.png|720px|Translation Editor 5]]

4.&nbsp;'''Click''' ''Update''. The ResourceKey value for ''default ''is updated to ''défaut ''for French and to ''Defecto'' in Spanish.

5. The ''Resources Updated Successfully'' message is displayed. '''Click''' ''Ok''.

[[File:Translation Editor 6.png|720px|Translation Editor 6]]

You can select the respective languages (French or Spanish) to verify that the resources have been successfully updated.

[[File:Translation Editor 7.png|720px|Translation Editor 7]]
</div> 
===== Bulk Editing in Multiple Languages =====

&nbsp;For editing Resource Key values of multiple languages in bulk:

1.&nbsp;'''Click''' ''Download File''. A Microsoft Excel file (named BulkActionWorkBookStringResource) that contains all the Resource keys and values for all supported languages in ICM is downloaded.
<div class="image-green-border">[[File:Translation Editor 9.png|720px|Translation Editor 9]]</div> 
2.&nbsp;'''Open''' the downloaded Microsoft Excel file.

3. '''Click''' ''Enable Editing''. All ICM supported language Resource keys and their respective values are displayed.

4.&nbsp;'''Edit''' the ResouceKey of multiple languages as required.

5. '''Save''' the Excel file.

6.&nbsp;'''Click''' ''Upload File''. The ''Upload Translations'' window opens.

7. '''Click''' ''SelectFile''. The ''Open ''window opens.

8. '''Select''' the updated Excel file.

9.&nbsp;'''Click''' ''Open''. A warning window opens indicating that this is a heavy operation and can potentially affect overall application performance.

10.&nbsp;'''Click''' ''Ok''. The ''Upload Summary'' displays the number ''of Records Uploaded, Records Processed, ''and''Records Updated Successfully ''values.

11.&nbsp;'''Click''' ''Close''. The label translations have been achieved for multiple languages in bulk.

&nbsp;

&nbsp;

&nbsp;

'''Related Topics: '''[[Agreement_Management|Agreement Management]] |&nbsp;[[Managing_Organization|Managing Organization]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing Security Groups]] | [[Application_Settings|Application Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] |[[Legacy_Upload|Legacy Upload ]]|