Managing Xtendis 8 - quick start

Once Xtendis is fully set up and configured for your organization, system administrators can use the Functional management section of the application to perform various basic tasks.

The Functional management section can be used for the following:

• Monitoring usage
• Managing users and user groups
• Managing access rights
• Managing user replacements
• Creating reports
• Creating queries for third-party integrations
• Copying icons

Accessing the Functional management section

The Functional management section can be accessed through Xtendis in a Web browser.

Step 1. Log in to Xtendis.

Step 2. Do one of the following:

• When the toolbar on the left side of the page is expanded, click Functional management above the avatar.
• When the toolbar on the left side of the page is collapsed, click the Settings icon (the cog wheel) and choose Functional management from the menu that appears.

The Dashboard

The Dashboard is shown after accessing the Functional management section. It provides a general overview of the licenses used, some general configuration settings, and the number of logged in users and active sessions.

For a detailed explanation, see Using the Functional management Dashboard in Xtendis 8.

The menu

The menu on the left side of the page gives access to the pages on which the various tasks can be performed.

To reduce the space it takes up, it can be collapsed by clicking the toggle button below the Xtendis logo. It then only shows icons.

Clicking the toggle once more expands the menu again.

Using the options in the menu, pages can be accessed for performing various tasks. The following table shows the available pages and what they are used for. Follow the links for more information.

Menu option	Task
Archives overview	For viewing the statistics of the available archives.
Users	For managing users.
Groups	For managing user groups.
Reporting	For creating various system reports.
Lookup tester	For constructing search queries used by third-party applications for connecting to Xtendis.
Table Data Manager	For managing data that is used in lookups.
Webhooks	For letting external systems react to an action in Xtendis by using a Webhook.
Outlook add-in configuration	For configuring the settings of the Xtendis add-in for Microsoft Outlook.
Processes overview	For viewing processes that are run in Xtendis in a visual way.
Icon chooser	For copying icons for use in various locations in Xtendis.

Logging out

When done working in Xtendis, it is advised to log out of the system.

Note: When Xtendis is not used for a certain period of time (by default this is 20 minutes), you will be automatically logged out. A notification is first shown to give you the opportunity to cancel this process and to keep being logged in.

To log out of Xtendis, click the Log out icon in the bottom left corner of the screen next to the Avatar.