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= Self-Serve Tools =
 
= Self-Serve Tools =
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Self-Serve tools include tools and features of ICI that can be used out-of-the-box by authorized users. Besides serving ICI users with specific feature and performance goals, being self-sufficient is the primary goal of these tools. These tools are user-friendly and time-saving, enabling users to perform tasks by themselves instead of reaching out to Icertis Solutions Engineering, Database or Support teams based on the requirement. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.
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The ICI Self-Serve tools include:
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*Search Sync Tool
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*Translations Editor Tool
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*Improved ICI Health Check Tool
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*Configurations Key Editor Tool
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*Promote to Production (P2P) Tool
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<div class="image-caption">&nbsp;</div> <div class="image-caption">'''<span style="color:#008000;">Prerequisites</span>'''</div>
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*The ICI application, version 7.11 and above
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*The user must have valid credentials to access ICI and the ''User Administration'' tile.
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&nbsp;
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== Search Sync Tool ==
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The Search Sync tool gets data from Icertis Search 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.
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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.
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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.
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'''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''.
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You can search the documents that an Agreement is linked to.
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To use the Search Sync Tool:
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1. '''Click'''&nbsp;Home > User Administration >&nbsp;''Admin Task''.&nbsp;The ''Admin Task'' page opens.
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<div class="image-green-border">[[File:Self Serve Tool 5.1.png|720px|Self Serve Tool 5.1]]</div>
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2. '''Click'''&nbsp;the&nbsp;''Search Sync ''task from the left pane.
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<div class="image-green-border">[[File:Self Serve Tool 5.2.png|720px|Self Serve Tool 5.2]]</div>
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4.&nbsp;'''Select'''&nbsp;the&nbsp;''Entity Type&nbsp;''from the drop-down to sync data to the Icertis&nbsp;Search. For example, Agreement.
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5.&nbsp;'''Select'''&nbsp;the&nbsp;''Contract Type&nbsp;''from the drop-down''.''
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5. '''Toggle '''''Skip Agreement Document Indexing ''to ''Yes/No'' as required.
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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.
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7. '''Click''' the&nbsp;''Upload CSV''&nbsp;button to upload the CSV document. The&nbsp;''Upload Document''&nbsp;window opens.
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<div class="image-green-border">[[File:Self Serve Tool 5.3.png|720px|Self Serve Tool 5.3]]</div>
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8.&nbsp;'''Click''' ''SelectFile'' to upload a CSV file and add a note if required.
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<div class="image-green-border">[[File:Self Serve Tool 5.4.png|720px|Self Serve Tool 5.4]]</div>
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9.&nbsp;'''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.
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<div class="image-green-border">[[File:Self Serve Tool 5.5.png|720px|Self Serve Tool 5.5]]</div>
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If the uploaded file format is incorrect, an alert message is displayed. The supported file formats will be also be displayed.
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<div class="image-green-border">[[File:Self Serve Tool 5.6.png|720px|Self Serve Tool 5.6]]</div>
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10. '''Click'''&nbsp;''Sync''. The&nbsp;''Sync Request Accepted''&nbsp;message is displayed.&nbsp;
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<div class="image-green-border">[[File:Self Serve Tool 5.7.png|720px|Self Serve Tool 5.7]]</div>
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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.
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12. '''Select''' ''Get ES Value''.
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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.
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<div class="note-box">'''Note''': Data can be fetched from only one instance at a time.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Self Serve Tool 5.8.png|720px|Self Serve Tool 5.8]]</div> <div class="image-caption">&nbsp;</div> <div class="image-caption">&nbsp;</div> <div class="image-caption"><span style="color:#008000;">'''''Icertis Search Sync'''''</span></div>
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Users can now get data from Icertis&nbsp;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”.
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<div class="note-box">'''Note''': Data can be fetched from only one instance at a time.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
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== Translations Editor Tool ==
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The ICI 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.
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Hence, a self-service ''Translations Editor'' tool has been introduced that contains all strings that are localized.&nbsp;The Translations Editor tool supports adding localized values in different languages for Reason Codes as well.
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Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICI. Once the values are updated in ICI, 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.
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Using this tool, users can now:
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*Search for a specific string using the search bar and update the Resource Key value for Language and Locale.
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*Update multiple language strings by selecting and saving the Resource Key value.
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*Download and upload the localization key values using Microsoft Excel.
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*View the modified values in the ICI instance immediately.
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To use the Translations Editor Tool:
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1. '''Click'''&nbsp;the&nbsp;''User Administration'' tile on the ''Home'' page.
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2. '''Select '''''Admin Task''&nbsp;from the drop-down. The ''Admin Task'' page opens.
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<div class="image-green-border">[[File:Self Serve Tool 6.1.png|720px|Self Serve Tool 6.1]]</div>
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3.&nbsp;'''Select'''&nbsp;the&nbsp;''Translation Editor ''task from the left pane.
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<div class="image-green-border">[[File:Self Serve Tool 6.2.png|720px|Self Serve Tool 6.2]]</div>
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Users can update translations in the following ways:
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1. For selective editing, select a language and a resource key to update the translations.
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2. For bulk editing and updation of multiple languages and resource keys, use the Download / Upload option to download an MS Excel sheet.
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&nbsp;
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<div class="image-caption">'''''<span style="color:#008000;">Selective Editing to Update Translations</span>'''''</div>
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For editing Resource Key values selectively:
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1. From the ''Select Language'' drop-down, select a language in which you want to edit the labels.&nbsp; For example, français (French).
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<div class="image-green-border">[[File:Self Serve Tool 6.3.png|720px|Self Serve Tool 6.3]]</div>
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The Resource Key and respective values of the selected language are displayed.
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<div class="image-green-border">[[File:Self Serve Tool 6.4.png|720px|Self Serve Tool 6.4]]</div>
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2. '''Ente'''r a ''ResourceKey ''value in the&nbsp;''Search'' field to edit. For example, default. All ResourceKey(s) with the ''Par défaut (default)'' values from the French language are displayed.
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'''Note:''' ResourceKey is a unique key by which the application gets its label text for different languages.
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<div class="image-green-border">[[File:Self Serve Tool 6.5.png|720px|Self Serve Tool 6.5]]</div>
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3.&nbsp;'''Click '''the ''Edit this Resource Key for Multiple Languages&nbsp;'''''icon '''in the ''Actions'' column.
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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''.
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<div class="image-green-border">[[File:Self Serve Tool 6.6.png|720px|Self Serve Tool 6.6]]</div>
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4.&nbsp;'''Click''' ''Update''. The ResourceKey value for ''default ''is updated to ''défaut ''for French and to ''Defecto'' in Spanish.
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5. The ''Resources Updated Successfully'' message is displayed. '''Click''' ''Ok''.
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<div class="image-green-border">[[File:Self Serve Tool 6.7.png|720px|Self Serve Tool 6.7]]</div>
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You can select the respective languages (French or Spanish) to verify that the resources have been successfully updated.
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<div class="image-green-border">[[File:Self Serve Tool 6.8.png|720px|Self Serve Tool 6.8]]</div> <div class="image-caption">&nbsp;</div> <div class="image-caption">&nbsp;</div> <div class="image-caption">'''<span style="color:#008000;">Bulk Editing in Multiple Languages</span>'''</div>
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&nbsp;For editing Resource Key values of multiple languages in bulk:
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1.&nbsp;'''Click''' ''Download File''. A Microsoft Excel file (named BulkActionWorkBookStringResource) that contains all the Resource keys and values for all supported languages in ICI is downloaded.
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<div class="image-green-border">[[File:Self Serve Tool 6.9.png|720px|Self Serve Tool 6.9]]</div>
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2.&nbsp;'''Open''' the downloaded Microsoft Excel file.
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3. '''Click''' ''Enable Editing''. All ICI supported language Resource keys and their respective values are displayed.
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4.&nbsp;'''Edit''' the ResouceKey of multiple languages as required.
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5. '''Save''' the Excel file.
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6.&nbsp;'''Click''' ''Upload File''. The ''Upload Translations'' window opens.
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7. '''Click''' ''SelectFile''. The ''Open ''window opens.
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8. '''Select''' the updated Excel file.
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9.&nbsp;'''Click''' ''Open''. A warning window opens indicating that this is a heavy operation and can potentially affect overall application performance.
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10.&nbsp;'''Click''' ''Ok''. The ''Upload Summary'' displays the number ''of Records Uploaded, Records Processed, ''and''Records Updated Successfully ''values.
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11.&nbsp;'''Click''' ''Close''. The label translations have been achieved for multiple languages in bulk.
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&nbsp;
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== ICI Health Check Tool ==
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The ICI platform hosted on Azure Cloud uses services such as Icertis&nbsp;Search, Redis along with internal components such as APIs and Task services. However, no services were used to provide an insight on the application health except for the ICI Health Check page that provided regular application health checks and application monitoring to be able to detect issues before they became full-fledged outages.
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The ICI Health Check page has been further extended to cover additional parameters to help identify potential outages and diagnose issues. The health insights will provide information on how well the ICI Instance and its service is performing, its overall health, as well as its usefulness to users. Users will now be able to access a dashboard (without logging into ICI) that tracks application health alongside usage metrics and application crash data.
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The health statuses are classified into three categories:
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*''Warning ''- This is indicated with a yellow warning icon
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*''Healthy ''- This is indicated with a green checkmark icon
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*''Unhealthy ''- This is indicated with a red warning icon
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The following details are displayed in the Health Check:
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*'''Icertis&nbsp;'''''S'''earch Health''': This displays the Status (yellow/green/red), the Icertis&nbsp;Search version and the Uptime, and so on.''
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*'''Redis Cache Health''': This displays the Redis version, Uptime In Days, CPU usage, Connections Received and Commands Processed, and so on.
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*'''API Health''': This displays the API Response Time, Status and Issues and so on.
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*'''Database Server Metrics''': This displays the CPU usage percentage, User Connections, Total Server Memory, Disk Read/Write IO/Sec and so on.
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*'''IIS Server Metrics''': This displays&nbsp;% 404 HTTP Response Sent,&nbsp;% 500&nbsp; HTTP Response Sent, percentage of CPU utilization per process, Requests/sec, and so on.
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<div class="image-green-border">To view the Health Check, add "Health/ViewHealth"&nbsp;(without quotes) to your ICI URL.&nbsp;</div>
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To check the health of your system:<br/> 1. Enter '''''/health/viewhealth''''' at the end of the URL of your ICI instance. For example, [https://apexorg.icertis.com/health/viewhealth https://apexorg.icertis.com/health/viewhealth]. The various tools and their health are displayed.
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<div class="image-green-border">[[File:Self Serve Tool 7.1.png|720px|Self Serve Tool 7.1]]</div> <div class="image-green-border"><br/> 2. '''Click''' the + icon next to the tool to view details regarding its health. The details for each of the tools are displayed in 2 columns with the Keys and their respective values as shown below.</div>
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'''Icertis Search Health'''<br/> The details for the Icertis&nbsp;Search Health include the status, node total, primary and relocating shards, version, heap percent, uptime, and so on. For example, the Status is green.
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<div class="image-green-border">[[File:Health Check 2.png|720px|Health Check 2]]</div>
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'''Redis Cache Health'''<br/> The details for the Redis Cache Health include the uptime in days. Connected or blocked clients, rejected connections, CPU usage, and so on. For example, the Uptime in Days is 28.
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<div class="image-green-border">[[File:Health Check 3.png|720px|Health Check 3]]</div>
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'''API Health'''<br/> The API Health provides the response time. For example, 94 ms.
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<div class="image-green-border">[[File:Health Check 4.png|720px|Health Check 4]]</div>
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'''Task Service Health&nbsp;&nbsp; &nbsp;'''<br/> The Task Service Health provides the failed count for keys and when it was last successful.&nbsp;
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<div class="image-green-border">[[File:Health Check 5.png|720px|Health Check 5]]</div>
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'''Database Server Metrics'''<br/> The details for the Database Server Metrics Health include the edition, SQL server resource pool stats, and so on.
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<div class="image-green-border">[[File:Health Check 6.png|720px|Health Check 6]]</div>
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'''IIS Server Metrics'''<br/> The details for the IIS Server Metrics Health include the total method requests/sec, number of seconds an IIS Worker process has been running, the percentage of CPU utilization per process, and so on.
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<div class="image-green-border">[[File:Health Check 7.png|720px|Health Check 7]]</div>
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&nbsp;
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== Configuration Key Editor Tool ==
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The Configuration Key Editor tool facilitates a logged-in user (who has access to Azure subscription) to search and update configuration keys, as and when required. It has been introduced for easier instance management and improved productivity, thus reducing the dependency on the Engineering and DevOps teams.
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It includes:
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*The ''Config Editor''
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*The ''Redis Flush''
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The ''Config Editor'' is a self-service tool that allows teams to edit instance configurations without having to connect to the instance machines. Once the key values are changed, the cache is automatically updated to avoid the server restart. The tool only works for non-production environments. The production environment configuration changes are controlled by Operations team, and the tool would not be available for production environment.
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The ''Redis Flush'' is a self-service tool which allows Administrators to flush the cache or look up a particular key for its value of ''Delete a Key''. The tool can also be used to perform ''Role Restart'' on the instances to which the user has access.
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<div class="note-box">'''Note:'''&nbsp; The user must have access privileges to an Environment CName in Config Editor.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Self Serve Tool 8.1.png|720px|Self Serve Tool 8.1]]</div>
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To use the Configuration Key Editor Tool:<br/> 1. Login to the ICI Tools portal (icmtools.icertis.com) with your ICI credentials.
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<div class="image-green-border">[[File:Self Serve Tool 8.2.png|720px|Self Serve Tool 8.2]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''the&nbsp;''Config Editor'' tab on the ''Home ''page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Self Serve Tool 8.3.png|720px|Self Serve Tool 8.3]]</div>
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3. '''Select '''the environment from the ''Environment CName'' drop-down that you need to access for configuration. All the instances that have you have access to will be displayed.&nbsp;
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4. '''Click'''''<i>Submit </i>after selecting the environment. The configuration json files for the selected environment are displayed for all available features, security details, database connections, and so on related to the selected instance.
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<div class="image-green-border">[[File:Self Serve Tool 8.4.png|720px|Self Serve Tool 8.4]]</div>
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5. '''Select''' a Config Key from the list to change its value as required. For example, the Config Key AgreementAutoRenewReminderNotificationPeriod has the reminder period set at 3 days may be changes to 2 days.
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<div class="image-green-border">[[File:Self Serve Tool 8.5.png|720px|Self Serve Tool 8.5]]</div>
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6. '''Click '''''Save and Role Restart'' to save the new value of 2 days. The specific json file for the respective CName will be reset (i.e. perform a role restart). This means that the configuration is reset in the Icertis&nbsp;search and the server is restarted, so that the new value is reflected on the instance.
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7. '''Click''' ''Download'' to download the entire file so that you can edit it offline and then upload it directly to the instance.
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&nbsp;
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== Promote Configurations (P2P) Tool ==
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The Promote to Production (P2P) process of the ICI platform helps to move ICI Configuration from source (Config/UAT) environment to target&nbsp;environment, thus reducing the manual efforts to do so. P2P process enables to selectively move ICI configuration. The Promote Configuration Tool or P2P is designed to accomplish just that.
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The&nbsp;tool already supported&nbsp;contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis&nbsp;search sync is also supported by the tool.
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With the 7.15 release, to provide a seamless P2P experience, enhancements have been made in ICI to support the following additional entities&nbsp;:
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*Organizations (Orgs), Organization Groups (Org Groups)
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*Users, User Groups, Security Groups
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*Role Action Mapping
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*Currencies
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*Reasons
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*SLA Matrix
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*Notification Category
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*Default Search Columns
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*Application Settings
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*Global/Admin Saved Searches
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<div class="note-box">'''Note:''' Customers using ICI versions before 7.15 will need to upgrade to use this feature.</div>
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Here is an overview of the P2P process:
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<div class="image-green-border">[[File:P2P 1.png|720px|P2P 1]]</div>
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=== <span style="color:#008000;">''Accessing P2P Tool''</span> ===
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To access the P2P tool:&nbsp;
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1.&nbsp;'''Click '''''Home&nbsp;'''>&nbsp;'''Configuration&nbsp;''tile. The ''Configuration ''page opens.
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2.&nbsp;'''Click '''the ''Promote'' ''Configurations'' tile. The ''Promote Configuration'' page opens.&nbsp;The ''Promote Configurations ''displays the current status of P2P requests and their status.
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'''Note: '''Users cannot edit a request that is in ''Completed'' state.
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<div class="image-green-border">[[File:Self Serve Tool 9.1.png|720px|Self Serve Tool 9.1]]</div> <div class="image-caption">&nbsp;</div> <div class="image-caption">&nbsp;</div>
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=== <span style="color:#008000;">''Creating a P2P Request''</span> ===
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To create a P2P Request:
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1.&nbsp;'''Click'''&nbsp;''Configurations > Promote Configurations > Create Request''. The&nbsp;''Create P2P Request''&nbsp;page opens.
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<div class="image-green-border">[[File:Self Serve Tool 9.2.png|720px|Self Serve Tool 9.2]]</div>
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2.&nbsp;'''Enter'''&nbsp;a&nbsp;''Request Name''. For example,&nbsp;''Procurement''.
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3. '''Select'''&nbsp;a ''Target'' from the drop-down. For example,&nbsp;''Acme Dev''.
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4.&nbsp;'''Select'''&nbsp;the&nbsp;''P2P Request Start Date Time''.
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5.&nbsp;'''Select&nbsp;'''the time to trigger an email to the recipient from the&nbsp;''Intimation Email minutes before P2P Starts&nbsp;''drop-down list. For example,&nbsp;''15 Min''.
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6.&nbsp;'''Enter'''&nbsp;the intimation recipient Email Id in the&nbsp;''Notification Email – Intimation&nbsp;''field.
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7.&nbsp;'''Enter'''&nbsp;the notification recipient Email Id in the&nbsp;''Notification Email – Success&nbsp;''field.
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8.&nbsp;'''Enter'''&nbsp;the notification recipient email Id in the&nbsp;''Notification Email – Failure&nbsp;''field.
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9.&nbsp;'''Enter'''&nbsp;the notification recipient email Id in the&nbsp;''Notification Email – Cancel&nbsp;''field.
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Toggle&nbsp;''Resume P2P From Last Successful Step'' to Yes/No, as required.
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10.&nbsp;'''Click'''&nbsp;''Next.&nbsp;''The&nbsp;''Contract Type''&nbsp;tab opens.
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<div class="note-box">'''Note: '''As stated in the disclaimer, while promoting configuration, the target environment will be down during contract type publish. This tool must be used responsibly under the project team’s approvals to avoid inconsistency and downtime.</div>
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11.&nbsp;'''Select'''&nbsp;the&nbsp;''Contract Type&nbsp;''from the&nbsp;''Available Contract Types''. For example,&nbsp;''Fiscal Year Master''. The selected Contract Type attributes are available in the&nbsp;''Attributes Of Selected Contract Type''&nbsp;columns.
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12.&nbsp;'''Select '''the attributes for the selected contract type'''. '''For example, ''Created By''.
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13.&nbsp;'''Click '''the right arrow to move the selected contract type and attribute to ''the Selected Contract Types'' and ''Attributes Of Selected Contract Type'' columns respectively.
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<div class="image-green-border">14.&nbsp;'''Click'''&nbsp;''Next''. The&nbsp;''Templates and Clauses&nbsp;tab'' opens.</div>
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15.&nbsp;'''Select'''&nbsp;a template from the&nbsp;''Available Templates''&nbsp;columns. For example,&nbsp;''Demo Template''.
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16.&nbsp;'''Click '''the arrow key to move the selected template to the S''elected Templates'' column.
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<div class="image-green-border">[[File:Self Serve Tool 9.4.png|720px|Self Serve Tool 9.4]]</div>
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17.&nbsp;'''Select'''&nbsp;a clause from the''&nbsp;Available Clauses''&nbsp;columns. For example,&nbsp;''Clause 1_Demo''.
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18.&nbsp;'''Click '''the arrow key to move the selected clause to the S''elected Clauses'' column.
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<div class="image-green-border">19.&nbsp;'''Click '''''Next. ''The&nbsp;''Rules'' tab opens.</div>
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20.&nbsp;'''Select'''&nbsp;a Rule from the&nbsp;''Available Rule Set Information''&nbsp;column. For example, ''ICI_Master I Master_Exec Summary on Agr Add Association''.
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21.&nbsp;'''Click '''the arrow key to move the selected rule to the S''elected Rule Set Information'' column.
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<div class="image-green-border">[[File:Self Serve Tool 9.5.png|720px|Self Serve Tool 9.5]]</div>
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22.&nbsp;'''Click '''''Next''. The&nbsp;''Notifications ''tab opens.
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23.&nbsp;'''Select&nbsp;'''the notification template from the&nbsp;''Available Notification Template''&nbsp;columns. For example, ''UserInformation I User Information Expired I UserInformationExpired I User Notifications''.
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24.&nbsp;'''Click '''the arrow key to move the selected template to the S''elected Notification Templates'' column.
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<div class="image-green-border">[[File:Self Serve Tool 9.6.png|720px|Self Serve Tool 9.6]]</div>
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25.&nbsp;'''Click'''&nbsp;''Next''.&nbsp;The&nbsp;''Master Data & Core Seed Data''&nbsp;tab opens.
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<div class="note-box">'''''Note''''':&nbsp;Users can use the ''P2P tool&nbsp;Master Data''&nbsp;tab for the faster transition of Master Data to production than the Bulk utility tool option.</div>
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27.&nbsp;'''Click '''the arrow key to move the selected rule to the S''elected Master Data'' column.
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28.&nbsp;'''Select&nbsp;'''the seed data from the&nbsp;''Available Core Seed Data''&nbsp;column.&nbsp;The entities supported such as ''Org Group, Role Action Mapping, SLA Matrix,'' etc. will be available for selection.
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29.&nbsp;'''Click '''the arrow key to move the selected master data to the S''elected Core Seed Data ''column.
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<div class="image-green-border">[[File:Self Serve Tool 9.7.png|720px|Self Serve Tool 9.7]]</div>
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30.&nbsp;'''Click '''''Next. ''The&nbsp;''Users & User groups''&nbsp;tab opens.
 +
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31.&nbsp;'''Select'''&nbsp;the users on&nbsp;the&nbsp;''Select Users''&nbsp;page. For example, ''01ux user, 02ux 2, 05ux 2''.
 +
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32.&nbsp;'''Click '''''Selected Users'' to view the list of users that have been selected.
 +
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33. '''Click&nbsp;'''''Filter Users ''to view the list of users by an attribute or click ''Add Another Attribute ''to filter users by additional attributes. For example, ''Email ID, Phone Number''.&nbsp;
 +
<div class="image-green-border">[[File:Self Serve Tool 9.8.png|720px|Self Serve Tool 9.8]]</div>
 +
34. '''Click '''''Remove''&nbsp;to remove an added attribute.
 +
 +
35. '''Click'''''&nbsp;Next'' if any or no user or user group is selected.&nbsp;The&nbsp;''Security Groups''&nbsp;tab opens.
 +
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36. '''Select&nbsp;'''the security group from the&nbsp;''Available Security Groups''&nbsp;columns.
 +
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37. '''Click '''the arrow key to move the selected security group to the S''elected Security Groups'' column.
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38.&nbsp;'''Select&nbsp;'''the KPI from the&nbsp;''Available KPI’s''&nbsp;columns.
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39.&nbsp;'''Click '''the arrow key to move the selected KPI to the S''elected SaveSearchKPIs'' column. For example, ''Product Authorization''.
 +
<div class="image-green-border">[[File:Self Serve Tool 9.9.png|720px|Self Serve Tool 9.9]]</div>
 +
40. '''Click'''&nbsp;''Next''. The''&nbsp;Verify''&nbsp;tab opens.
 +
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41. '''Verify''' details of the contract types, attributes, templates, clauses, ruleset information, notification templates, transactional master data, core seed data, user and user groups, save search KPI, and security groups that you have selected.
 +
<div class="image-green-border">[[File:Self Serve Tool 9.10.png|720px|Self Serve Tool 9.10]]</div>
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42. '''Click&nbsp;'''''Create''.&nbsp;The&nbsp;''Please Confirm''&nbsp;window opens indicating that downtime is required for this request.
 +
<div class="image-green-border">[[File:Self Serve Tool 9.11.png|720px|Self Serve Tool 9.11]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''''Note''''':&nbsp;The P2P tool verifies all the information entered by the user before creating a P2P request.</div>
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43.&nbsp;'''Click&nbsp;'''''Yes ''if you wish to proceed.&nbsp;The&nbsp;''Information&nbsp;''window opens indicating that the P2P request created successfully.
 +
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44.&nbsp;'''Click'''&nbsp;''Ok''.&nbsp;The P2P request&nbsp;status&nbsp;changes to&nbsp;''ADDED''.
 +
 +
45. On completion of the P2P request, the&nbsp;status&nbsp;changes to&nbsp;''Completed''.
 +
<div class="note-box">'''Note''':&nbsp;Users cannot edit a request that is in&nbsp;''Completed''&nbsp;state.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Self Serve Tool 9.12.png|720px|Self Serve Tool 9.12]]</div>
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&nbsp;
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== AI Apps Rules Engine ==
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&nbsp;
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&nbsp;
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'''Related Topics:&nbsp;'''[[Agreement_Management|Agreement Management]] |&nbsp;[[Association_Management|Association Management]]&nbsp;|&nbsp;[[Compliance_Management|Compliance Management]]&nbsp;|&nbsp;[[Template_Management|Template Management]]&nbsp;|&nbsp;[[Clause_Management|Clause Management]]&nbsp;|&nbsp;[[Configuration|Configuration]]&nbsp;|&nbsp;[[Reports|Reports]]&nbsp;|&nbsp;[[Localizing_ICI|Localizing ICI]]&nbsp;|

Latest revision as of 12:48, 26 January 2021

Self-Serve Tools

Self-Serve tools include tools and features of ICI that can be used out-of-the-box by authorized users. Besides serving ICI users with specific feature and performance goals, being self-sufficient is the primary goal of these tools. These tools are user-friendly and time-saving, enabling users to perform tasks by themselves instead of reaching out to Icertis Solutions Engineering, Database or Support teams based on the requirement. Sometimes, these changes were minor and of low complexity, but the turnaround time was substantial.

The ICI Self-Serve tools include:

  • Search Sync Tool
  • Translations Editor Tool
  • Improved ICI Health Check Tool
  • Configurations Key Editor Tool
  • Promote to Production (P2P) Tool
 
Prerequisites
  • The ICI application, version 7.11 and above
  • The user must have valid credentials to access ICI and the User Administration tile.

 

Search Sync Tool

The Search Sync tool gets data from Icertis Search for a given instance’s Sys Id and synchronizes it if required. 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.

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.

You can search the documents that an Agreement is linked to.

To use the Search Sync Tool:

1. Click Home > User Administration > Admin Task. The Admin Task page opens.

Self Serve Tool 5.1

2. Click the Search Sync task from the left pane.

Self Serve Tool 5.2

4. Select the Entity Type from the drop-down to sync data to the Icertis Search. For example, Agreement.

5. Select the Contract Type from the drop-down.

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

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

7. Click the Upload CSV button to upload the CSV document. The Upload Document window opens.

Self Serve Tool 5.3

8. Click SelectFile to upload a CSV file and add a note if required.

Self Serve Tool 5.4

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.

Self Serve Tool 5.5

If the uploaded file format is incorrect, an alert message is displayed. The supported file formats will be also be displayed.

Self Serve Tool 5.6

10. Click Sync. The Sync Request Accepted message is displayed. 

Self Serve Tool 5.7

11. Click Ok. Users can now get data from ES for a given instance’s SysId 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.
 
Self Serve Tool 5.8
 
 
Icertis Search Sync

Users can now get data from Icertis 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.
 
 
 

Translations Editor Tool

The ICI platform is available in different languages and different languages label text are available for 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. The Translations Editor tool supports adding localized values in different languages for Reason Codes as well.

Users can now download all keys and their localization values as an Excel file, modify multiple values, and upload the modified changes to ICI. Once the values are updated in ICI, 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 ICI instance immediately.

To use the Translations Editor Tool:

1. Click the User Administration tile on the Home page.

2. Select Admin Task from the drop-down. The Admin Task page opens.

Self Serve Tool 6.1

3. Select the Translation Editor task from the left pane.

Self Serve Tool 6.2

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.

 

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.  For example, français (French).

Self Serve Tool 6.3

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

Self Serve Tool 6.4

2. Enter 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.

Note: ResourceKey is a unique key by which the application gets its label text for different languages.

Self Serve Tool 6.5

3. Click the Edit this Resource Key for Multiple Languages 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 Defecto.

Self Serve Tool 6.6

4. 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.

Self Serve Tool 6.7

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

Self Serve Tool 6.8
 
 
Bulk Editing in Multiple Languages

 For editing Resource Key values of multiple languages in bulk:

1. Click Download File. A Microsoft Excel file (named BulkActionWorkBookStringResource) that contains all the Resource keys and values for all supported languages in ICI is downloaded.

Self Serve Tool 6.9

2. Open the downloaded Microsoft Excel file.

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

4. Edit the ResouceKey of multiple languages as required.

5. Save the Excel file.

6. Click Upload File. The Upload Translations window opens.

7. Click SelectFile. The Open window opens.

8. Select the updated Excel file.

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

10. Click Ok. The Upload Summary displays the number of Records Uploaded, Records Processed, andRecords Updated Successfully values.

11. Click Close. The label translations have been achieved for multiple languages in bulk.

 

ICI Health Check Tool

The ICI platform hosted on Azure Cloud uses services such as Icertis Search, Redis along with internal components such as APIs and Task services. However, no services were used to provide an insight on the application health except for the ICI Health Check page that provided regular application health checks and application monitoring to be able to detect issues before they became full-fledged outages.

The ICI Health Check page has been further extended to cover additional parameters to help identify potential outages and diagnose issues. The health insights will provide information on how well the ICI Instance and its service is performing, its overall health, as well as its usefulness to users. Users will now be able to access a dashboard (without logging into ICI) that tracks application health alongside usage metrics and application crash data.

The health statuses are classified into three categories:

  • Warning - This is indicated with a yellow warning icon
  • Healthy - This is indicated with a green checkmark icon
  • Unhealthy - This is indicated with a red warning icon

The following details are displayed in the Health Check:

  • Icertis Search Health: This displays the Status (yellow/green/red), the Icertis Search version and the Uptime, and so on.
  • Redis Cache Health: This displays the Redis version, Uptime In Days, CPU usage, Connections Received and Commands Processed, and so on.
  • API Health: This displays the API Response Time, Status and Issues and so on.
  • Database Server Metrics: This displays the CPU usage percentage, User Connections, Total Server Memory, Disk Read/Write IO/Sec and so on.
  • IIS Server Metrics: This displays % 404 HTTP Response Sent, % 500  HTTP Response Sent, percentage of CPU utilization per process, Requests/sec, and so on.
To view the Health Check, add "Health/ViewHealth" (without quotes) to your ICI URL. 

To check the health of your system:
1. Enter /health/viewhealth at the end of the URL of your ICI instance. For example, https://apexorg.icertis.com/health/viewhealth. The various tools and their health are displayed.

Self Serve Tool 7.1

2. Click the + icon next to the tool to view details regarding its health. The details for each of the tools are displayed in 2 columns with the Keys and their respective values as shown below.

Icertis Search Health
The details for the Icertis Search Health include the status, node total, primary and relocating shards, version, heap percent, uptime, and so on. For example, the Status is green.

Health Check 2

Redis Cache Health
The details for the Redis Cache Health include the uptime in days. Connected or blocked clients, rejected connections, CPU usage, and so on. For example, the Uptime in Days is 28.

Health Check 3

API Health
The API Health provides the response time. For example, 94 ms.

Health Check 4

Task Service Health    
The Task Service Health provides the failed count for keys and when it was last successful. 

Health Check 5

Database Server Metrics
The details for the Database Server Metrics Health include the edition, SQL server resource pool stats, and so on.

Health Check 6

IIS Server Metrics
The details for the IIS Server Metrics Health include the total method requests/sec, number of seconds an IIS Worker process has been running, the percentage of CPU utilization per process, and so on.

Health Check 7

 

Configuration Key Editor Tool

The Configuration Key Editor tool facilitates a logged-in user (who has access to Azure subscription) to search and update configuration keys, as and when required. It has been introduced for easier instance management and improved productivity, thus reducing the dependency on the Engineering and DevOps teams.

It includes:

  • The Config Editor
  • The Redis Flush

The Config Editor is a self-service tool that allows teams to edit instance configurations without having to connect to the instance machines. Once the key values are changed, the cache is automatically updated to avoid the server restart. The tool only works for non-production environments. The production environment configuration changes are controlled by Operations team, and the tool would not be available for production environment.

The Redis Flush is a self-service tool which allows Administrators to flush the cache or look up a particular key for its value of Delete a Key. The tool can also be used to perform Role Restart on the instances to which the user has access.

Note:  The user must have access privileges to an Environment CName in Config Editor.
 
Self Serve Tool 8.1

To use the Configuration Key Editor Tool:
1. Login to the ICI Tools portal (icmtools.icertis.com) with your ICI credentials.

Self Serve Tool 8.2
 
2. Click the Config Editor tab on the Home page.
 
Self Serve Tool 8.3

3. Select the environment from the Environment CName drop-down that you need to access for configuration. All the instances that have you have access to will be displayed. 

4. ClickSubmit after selecting the environment. The configuration json files for the selected environment are displayed for all available features, security details, database connections, and so on related to the selected instance.

Self Serve Tool 8.4

5. Select a Config Key from the list to change its value as required. For example, the Config Key AgreementAutoRenewReminderNotificationPeriod has the reminder period set at 3 days may be changes to 2 days.

Self Serve Tool 8.5

6. Click Save and Role Restart to save the new value of 2 days. The specific json file for the respective CName will be reset (i.e. perform a role restart). This means that the configuration is reset in the Icertis search and the server is restarted, so that the new value is reflected on the instance.

7. Click Download to download the entire file so that you can edit it offline and then upload it directly to the instance.

 

Promote Configurations (P2P) Tool

The Promote to Production (P2P) process of the ICI platform helps to move ICI Configuration from source (Config/UAT) environment to target environment, thus reducing the manual efforts to do so. P2P process enables to selectively move ICI configuration. The Promote Configuration Tool or P2P is designed to accomplish just that.

The tool already supported contract types, contract type attributes, clauses and templates (along with the documents), notification templates, rules, masterdata, users, user groups and security groups. The Icertis search sync is also supported by the tool.

With the 7.15 release, to provide a seamless P2P experience, enhancements have been made in ICI to support the following additional entities :

  • Organizations (Orgs), Organization Groups (Org Groups)
  • Users, User Groups, Security Groups
  • Role Action Mapping
  • Currencies
  • Reasons
  • SLA Matrix
  • Notification Category
  • Default Search Columns
  • Application Settings
  • Global/Admin Saved Searches
Note: Customers using ICI versions before 7.15 will need to upgrade to use this feature.

Here is an overview of the P2P process:

P2P 1

 

Accessing P2P Tool

To access the P2P tool: 

1. Click Home > Configuration tile. The Configuration page opens.

2. Click the Promote Configurations tile. The Promote Configuration page opens. The Promote Configurations displays the current status of P2P requests and their status.

Note: Users cannot edit a request that is in Completed state.

Self Serve Tool 9.1
 
 

Creating a P2P Request

To create a P2P Request:

1. Click Configurations > Promote Configurations > Create Request. The Create P2P Request page opens.

Self Serve Tool 9.2

2. Enter a Request Name. For example, Procurement.

3. Select a Target from the drop-down. For example, Acme Dev.

4. Select the P2P Request Start Date Time.

5. Select the time to trigger an email to the recipient from the Intimation Email minutes before P2P Starts drop-down list. For example, 15 Min.

6. Enter the intimation recipient Email Id in the Notification Email – Intimation field.

7. Enter the notification recipient Email Id in the Notification Email – Success field.

8. Enter the notification recipient email Id in the Notification Email – Failure field.

9. Enter the notification recipient email Id in the Notification Email – Cancel field.

Toggle Resume P2P From Last Successful Step to Yes/No, as required.

10. Click Next. The Contract Type tab opens.

Note: As stated in the disclaimer, while promoting configuration, the target environment will be down during contract type publish. This tool must be used responsibly under the project team’s approvals to avoid inconsistency and downtime.

11. Select the Contract Type from the Available Contract Types. For example, Fiscal Year Master. The selected Contract Type attributes are available in the Attributes Of Selected Contract Type columns.

12. Select the attributes for the selected contract type. For example, Created By.

13. Click the right arrow to move the selected contract type and attribute to the Selected Contract Types and Attributes Of Selected Contract Type columns respectively.

14. Click Next. The Templates and Clauses tab opens.

15. Select a template from the Available Templates columns. For example, Demo Template.

16. Click the arrow key to move the selected template to the Selected Templates column.

Self Serve Tool 9.4

17. Select a clause from the Available Clauses columns. For example, Clause 1_Demo.

18. Click the arrow key to move the selected clause to the Selected Clauses column.

19. Click Next. The Rules tab opens.

20. Select a Rule from the Available Rule Set Information column. For example, ICI_Master I Master_Exec Summary on Agr Add Association.

21. Click the arrow key to move the selected rule to the Selected Rule Set Information column.

Self Serve Tool 9.5

22. Click Next. The Notifications tab opens.

23. Select the notification template from the Available Notification Template columns. For example, UserInformation I User Information Expired I UserInformationExpired I User Notifications.

24. Click the arrow key to move the selected template to the Selected Notification Templates column.

Self Serve Tool 9.6

25. Click Next. The Master Data & Core Seed Data tab opens.

Note: Users can use the P2P tool Master Data tab for the faster transition of Master Data to production than the Bulk utility tool option.

27. Click the arrow key to move the selected rule to the Selected Master Data column.

28. Select the seed data from the Available Core Seed Data column. The entities supported such as Org Group, Role Action Mapping, SLA Matrix, etc. will be available for selection.

29. Click the arrow key to move the selected master data to the Selected Core Seed Data column.

Self Serve Tool 9.7

30. Click Next. The Users & User groups tab opens.

31. Select the users on the Select Users page. For example, 01ux user, 02ux 2, 05ux 2.

32. Click Selected Users to view the list of users that have been selected.

33. Click Filter Users to view the list of users by an attribute or click Add Another Attribute to filter users by additional attributes. For example, Email ID, Phone Number. 

Self Serve Tool 9.8

34. Click Remove to remove an added attribute.

35. Click Next if any or no user or user group is selected. The Security Groups tab opens.

36. Select the security group from the Available Security Groups columns.

37. Click the arrow key to move the selected security group to the Selected Security Groups column.

38. Select the KPI from the Available KPI’s columns.

39. Click the arrow key to move the selected KPI to the Selected SaveSearchKPIs column. For example, Product Authorization.

Self Serve Tool 9.9

40. Click Next. The Verify tab opens.

41. Verify details of the contract types, attributes, templates, clauses, ruleset information, notification templates, transactional master data, core seed data, user and user groups, save search KPI, and security groups that you have selected.

Self Serve Tool 9.10

42. Click Create. The Please Confirm window opens indicating that downtime is required for this request.

Self Serve Tool 9.11
 
Note: The P2P tool verifies all the information entered by the user before creating a P2P request.

43. Click Yes if you wish to proceed. The Information window opens indicating that the P2P request created successfully.

44. Click Ok. The P2P request status changes to ADDED.

45. On completion of the P2P request, the status changes to Completed.

Note: Users cannot edit a request that is in Completed state.
 
Self Serve Tool 9.12

 

AI Apps Rules Engine

 

 

 

 

 

Related Topics: Agreement Management | Association Management | Compliance Management | Template Management | Clause Management | Configuration | Reports | Localizing ICI |

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