New Policy

The New Policy tool is used to create new policies to be used when assigning permissions.

To access the New Policy dialog, select New Policy from the options menu

the New Policy Form window will be displayed. The policy form has the following options :

Policy Name : The quick access name give to the policy.
Description : This Field describes the policy and or its typical usage.
Share : If set to Public the policy will be available to all users on the system.
Content Group : Defines the content group that the policy will authenticate.
Tag Group : Defines the Tag group that the policy will authenticate (All content is tagged when logged into the system ).
Territory Group : Defines the Territory group that the policy will authenticate.
Action Group : Defines the group of actions which the policy will allow.
Start Date : Determines the date from which the policy will commence from (if left blank infinity is assumed).
End Date : Determines the date the policy will expire (if left blank infinity is assumed).

Once you have selected the policy parameters click on the save button.

Edit Policy

This tool is used to edit the selected policy.

Select the policy you would like to edit and click on options then select Edit Policy.

A window will pop up with the field names on the left and the policy data on the right.

Policy Name : The quick access name give to the policy.
Description : This Field describes the policy and or its typical usage.
Share : If set to Public the policy will be available to all users on the system.
Content Group : Defines the content group that the policy will authenticate.
Tag Group : Defines the Tag group that the policy will authenticate (All content is tagged when logged into the system ).
Territory Group : Defines the Territory group that the policy will authenticate.
Action Group : Defines the group of actions which the policy will allow.
Start Date : Determines the date from which the policy will commence from (if left blank infinity is assumed).
End Date : Determines the date the policy will expire (if left blank infinity is assumed).

Once you have selected the policy parameters click on the save button.

Edit the fields you would like to change and then select save.

Delete Policy

The Delete Policy tool is used to remove permission policies from the system.

Select the policy you want to remove by clicking on the row.

A confirmation dialog appears, click on the Yes button to delete the policy.

Warning : When you delete a policy from the system any permissions authenticating though the policy will be removed when the policy is removed.

Overview

The Policy Administration tab is used to create, edit and manage permission policies available to the system

Each row in the grid displays a system policy. The policy name is used as a short reference when applying the policies. The policy description provides a English description for the policy.
Each policy is owned by a user on the system, the policy can be set to private or public for sharing. The start and end date determines the valid date range the policy will be effective (if no date range is defined the infinity is assumed) .
By clicking the unfold icon in each row (plus sign) you can access the policy details .

Edit a Field

Editing a field in the database manager

Select a Field

Select the field that you would like to edit.

Click Edit Field

Select the "Edit Field" option under the Options drop down.

Change field data and save

Change the field/s in the pop up, that you want to edit and select save.

Delete a Field

Deleting a field in the database manager

1. Click on the field you would like to delete
2. Select "Delete Field" under the options drop down

Warning: You are editing database fields, if you delete a field the data in that field will be gone as well.

Add a field

1. Select the Add a field option in the drop down under Options.
2. Fill out the field details in the pop up
3. Select Save

Overview

Overview of the Database Manager

Tables

Here you will see the Tables that are in the X3 database.
If you select a table its fields will come up on the right of the tables panel.

Fields

This is the fields for the appointment table

New Entry

This tool is used to create a new entry with the selected table

Select options then select New Entry.

A window will pop up with the field names.
Add the new data into the fields and then select save or cancel if you don’t want to save the new entry.

Edit Entry

This tool is used to edit the content within the selected entry

Select the record you would like to edit and click on options then select Edit Entry.

A window will pop up,
Edit the fields and then select save or cancel if you dont want to save.