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Administration

Control Center

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The Infoveave Control Center manages and monitors the Infoveave server and Datasource. It enables server restarts, manage Webhook, Datasource cache control. It also handles database connections, custom SMTP settings, and email creation for data tasks. With Control Center you can manage Database Connections, SMTP Settings. Custom Emails, Clients, and Webhooks.

Table of Contents

1. Overview

The Infoveave Control Center manages and monitors the Infoveave server and Datasource. It enables server restarts, manage Webhook, Datasource cache control. It also handles database connections, custom SMTP settings, and email creation for data tasks. With Control Center you can manage Database Connections, SMTP Settings. Custom Emails, Clients, and Webhooks.

2. Access Control Center

Steps to Access Control Center

  1. To access your audit logs in Infoveave, click on Administration Control Center.
    • Audit Logs by default will take you to the Control Center section.
  2. By default, you will land to the Server Statistics section.

3. Server Statistics

Infoveave server statistics get you real-time information on the server unit. The server statistics project the data on the Infoveave CPU utilization, Processor count, Infoveave Memory usage, and System Memory usage.

3. Database Connection

Database Connections helps you effectively manage and configure your database connections within Infoveave Control Center. This ensures that your data retrieval and analysis processes are optimized and aligned with your requirements.

  1. Choose the Database Connection in Use, from the available list of database connections, select the one you want. This will be the connection that is currently in use.
  2. Use the Clear Cache action to clears the cached values in the Datasource through frequently executed queries.
  3. To clear cache, select the Datasource from the drop-down list whose cache you want to delete. After selecting the Datasource, click on to delete all cache memory.
  4. To remove job instances created before a particular date, you can set a date as a reference point in the option Delete Job Instances Before a Specific Date.
  5. Click Delete to remove all job instances (Job Execution Status) before the selected date.
  6. To establish a new database connection, click on New.
Database Connection
  1. To configure a new database connection, provide the following information:
    • Name: Assign a descriptive name to this database connection for easy identification.
    • Database Type: Choose the appropriate database type from the available options. The database type determines how Infoveave communicates and interacts with the database engine. Select from options such as Microsoft SQL, Amazon Redshift, ClickHouse, MariaDB, MySQL, Oracle, Percona, or Postgres.
    • User Name: Enter the username associated with the chosen database. This is the credential Infoveave will use to authenticate and access the database. Make sure the username is correct and has the necessary permissions to interact with the database.
    • Server: Provide the server address or hostname where the database is located. This could be an IP address or a domain name. Ensure that you accurately input the server information to establish a successful connection.
    • Password: Input the corresponding password for the provided username. The password is a crucial security element, so ensure that you input it correctly. Consider using strong, unique passwords for your database connections.
    • Port: Specify the port number for the database connection. Each database type often has a default port assigned to it. However, you can customize this port as needed, based on your database configuration.
  2. To add the Database Connection, click  Save.
  3. To edit any Database connection, select the required Database connection and click on Edit icon.
  4. To delete any Database connection, select the required Database connection and click on Delete icon.

4. SMPT Setting

Infoveave uses its own SMTP server to send reports and other email-based services. Setting up a custom SMTP (Simple Mail Transfer Protocol) connection in Infoveave enables you to send emails from the platform using your preferred email server. This feature is particularly useful for notifications, alerts, and sharing reports. Here’s a step-by-step guide on how to configure a custom SMTP connection:

  1. Click on the SMTP settings tab. SMTP will be displayed under the SMTP section.
  2. Under SMTP tab, you have two options for SMTP i.e., Default and Custom.
    • Default: Infoveave will use its own SMTP server to send reports and other email-based services.
    • Custom: Infoveave will use your configured SMTP server to send reports and other email-based services.
  3. To configure a custom SMTP, select the Custom option and configure all required fields.
    • From Name: Enter the name you want to appear as the sender’s name in emails sent from Infoveave. This could be your company name or any desired identifier.
    • From Address: Input the email address you want recipients to see as the sender’s email. This should be a valid email address from which Infoveave will send emails.
    • Port: Specify the port number to be used for the SMTP connection. 
    • User Name: Provide the username associated with the email account used for sending emails. This is the credential that Infoveave will use to authenticate and send emails.
    • Server: Enter the server address or hostname of your SMTP server. This is the address where Infoveave will send email requests for delivery.
    • Password: Input the corresponding password for the provided user name. This password will be used for authentication when sending emails.
    • Use Authentication: Check this option if your SMTP server requires authentication. This is common for most SMTP servers to ensure secure email sending.
    • Use SSL: If your SMTP server supports SSL (Secure Sockets Layer), check this option to enable SSL encryption for the email communication.
    • Enter Email Address to Validate SMTP  Settings: Provide an email address to which Infoveave will send a validation email. This step confirms that your SMTP settings are correct, and emails can be successfully sent.
  4. Click the Save button to save the custom SMTP configuration.
SMTP

5. Custom Email

Infoveave lets you create custom emails to carry out Data Upload and Job Triggering. 

  1. Click on the custom email tab.
  2. Click on New to set fresh custom emails. The custom email dialog box appears.
  1. Enter a custom email name.
  2. From the drop-down pick the action to be performed.
    • Data Upload: If you pick data upload, choose Datasource from the drop-down.
    • Job Execution: If you pick job execution, select the job from the drop-down list.
  3. Click Save to add the new custom email to the system.
  4. To edit any custom email, select the required custom email, and click on Edit icon.
  5. To delete any custom email, select the required custom email, and click on Delete icon.

6. Clients

A client token in Infoveave is used to authenticate external applications or services when accessing Infoveave’s APIs securely. By creating a client token, you allow authorized applications to interact with Infoveave’s data and functionality. Here’s a step-by-step guide to configuring a client token:

  1. Click on the Client .
  2. Click on New to configure a new client token. 
Client Token
  1. Enter a Name for the client token.
  2. Provide a unique Client ID for the token.
    • The client ID serves as a unique identifier for the external application that will use this token. It is used during the authentication process.
  3. Specify the lifetime duration of the access token in seconds in Access Token Lifetime.
    • The access token is the key used to authenticate the external application’s requests. After the specified duration, the token will expire and require renewal.
  4. The Secret Key is used to sign and validate the token, ensuring that only authorized parties can use it.
  5. Click Save to add the new client token to the system.
  6. To edit any client token, select the required client token, and click on Edit icon.
  7. To delete any custom email, select the required client token, and click on Delete icon.
New Client Token

7. Webhooks

Webhooks in Infoveave enable you to receive real-time notifications or trigger actions in external applications when specific events occur within Infoveave, such as data uploads or job executions. To set up a webhook, follow these steps:
  1. Click on the Webhook.
  2. Click on New to configure a new Webhook.
  3. Enter a descriptive name for the webhook.
  4. Provide the URL where the webhook’s notifications will be sent.
    • This URL is the endpoint where Infoveave will deliver the data or trigger the action.
  5. Choose the type of Action Type that will trigger the webhook. Infoveave offers two action types:
    • Data Upload: This action type triggers the webhook when new data is uploaded to the specified Datasource table.
      • If you select Data Upload action, select the relevant Datasource from the dropdown list.
      •  If you have selected the Data Upload action type, choose the corresponding table from the selected Datasource. This table represents the target where new data uploads will trigger the webhook.
    • Job Execution: This action type triggers the webhook when a specific job is executed.
      • Select the Job from the dropdown option.
  6. Click Save to add the new client token to the system.
  7. To edit any client token, select the required client token, and click on Edit icon.
  8. To delete any custom email, select the required client token, and click on Delete icon.
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