Web Monitor Portal Login:
You can access the Web Monitor Portal by opening the login URL given above. Enter your username and password provided to you by the administrator and press the Login button.
After you have successfully logged in, you will be redirected to the Monitors Repository page and you will see all your monitors listed. You will also see some menu options as Monitors, Proxies, Servers, and Organization at the top right corner of the repository page.
Monitors Repository is a central place where monitors are stored and maintained that allows users to create run and track the changes in the monitors. The important feature of the Monitors Repository is that it acts as a version control management system, allowing you to keep all the versions of your monitor.
Along with version management, there are several other useful features like scheduling a monitor, deploying the monitor (all monitors are deployed by default on creation), executing the monitor, change history of the monitors, run management, labels, and cluster deployments which makes it a one-stop solution for managing and monitoring all your monitors from anywhere you want.
Monitor Context Menu
There are different actions that can be performed on the monitors by selecting an appropriate option from the context menu available on the right side of each monitor listing. Click on the context menu icon to expand the list of options including run, schedule, view change history, and edit, among other options, each explained in detail below.
- Run-on Cluster: By default when you create a monitor it automatically gets deployed on the cluster and you can use the Run-on cluster option to run your monitor manually and verify the output data if it is as per your requirement. This menu option will not be available if a monitor has not been deployed to a cluster yet.
- Schedules: This option is to add modify and see all the schedules added to a monitor.
- Change History: This option will take you to the Monitor Change Track History page where you can see all the changes like Added, Modified, and Deleted data of your monitor. You can use the filters to search your historical data and can track the changes that happened over a period of time. You can also see the old value and the new value that got changed for a specific monitor run and it also displays the date and time when the monitor historical data got changed.
You can also view the difference in the data that got changed for a specific change history by using the View Difference option available on the change history row context menu.
View Difference: In order to see what's got changed and the difference between the old and new updated/changed value you can use the View Difference context menu option on the Monitor Change Track History page. The page will display the highlighted changes in red (the data that got modified or deleted) and green color to show the new changes that got added.
Tracked Data Difference for PDF Documents
- Refresh: It will refresh the properties of the monitor and you will be able to see the updated details of the monitor.
- Edit: Use this option to edit your monitor. When clicked on Edit it opens the website URL of the monitor and will also load the extension where you can add/edit/delete the captured elements of the monitor and you can also edit the schedule associated with the monitor.
- Disable/Enable: Use this option if you want to turn off your monitor and do not want to track its changes further and it will remove the deployment and also it will disable the monitor schedule. Enable option will start showing on the context menu after you disable the monitor and the Status column will also display Disabled for that particular monitor.
- Mark as Read: A monitor row is highlighted in Bold to indicate it has not been read. It loses the bold mark once you open and view the latest change. Users have the option to mark a monitor listing (or several monitors within a collection) as Read using the content menu option and once it is Marked as Read a new option appears as Mark as Unread.
- Delete: In case you want to delete your existing monitor you can use this option, however, it does not completely delete the monitor from the repository, instead it is moved to Trash. Once in Trash, monitors are cleaned up and permanently removed according to a configurable schedule.
- Add Label: You can use this option to add a label to your monitor so that you can identify or search for a specific monitor with the attached label. You can create as many labels as you wish to organize your monitor in a way that is meaningful for and searchable by the entire team.
Left Menu Options
Add New Monitor
You can create two types of monitors using the Add New Monitor pop-up window which has the Select Source Type and Select Collections drop-down list:
1. Creating monitors using a website URL and further opening the website on a new browser tab with the Chrome Browser extension to do the web data selection.
2. Creating monitors with the Download URL only. You can directly enter your PDF files URL to create a monitor directly through the web portal.
When you choose to create a monitor to track changes for a PDF file you will need to select the Download URL option from the Select Source Type drop-down and it will show you an edit box to enter your PDF file URL and Schedules option to add a schedule to the PDF file monitor and an Email Alert checkbox to receive an email alert for the changes in the PDF URL monitor and the Create Monitor button that will directly create and deploy the PDF file monitor under the selected collection.
Now once the PDF document monitor is created you can also edit the monitor and it will option the same window as Update Monitor with the Document URL, Collection, Email, and Schedules options can be edited however, the Source type field is disabled.
This section is useful for performing quick actions like listing all the monitors, listing all the unread monitors, etc.
- All: Clicking on the All link will list all the monitors on the repository page.
- Unread: Clicking on the Unread link will list all the unread monitors on the repository page.
- Error: Clicking on the Error link will list all monitors in error state on the repository page.
- Trash: Clicking on the Trash link will list all deleted monitors that have not been permanently removed (trash is emptied on a configurable schedule). Deleted monitors can optionally be restored.
This section is useful for performing quick actions to list your monitors sorted by label. When you click on a specific label in the list, the display will show only those monitors with that label applied.
Top Menu Links
Monitor Repository in the portal offers a feature-rich web-based interface that allows you to view, organize and maintain your monitor, schedule, run, and keep a track of the latest changes in your monitor.
Navigate to Monitors→Repository in order to access the Repository page.
Monitors Repository columns
- Name: This column displays the name of the monitor and it appears as a link that when clicked redirects you to the change history page of that particular monitor.
- Latest Version: It shows the latest version of the monitor in the repository and the current version of the monitor that is being checked in.
- Deployments: This column shows which version of the monitor is deployed to the cluster.
- Label/Last Change: This column shows the Label name for which the monitor is associated and also shows the last changed data as compared to the previous data. The last changed data is added as a hyperlink that when clicked redirects you to the change history page of that particular monitor.
- Frequency: A Schedule icon is displayed under this column and, by clicking on this icon displays all the schedules added to that particular monitor. The icon will not be displayed if no schedules are added to the monitor.
- Last Run: It shows the last execution date and time of the monitor.
- Status: This column shows if the monitor is enabled or disabled to run.
There is also an option to filter the monitors by selecting the Collections from the drop-down list, or you can search the monitor in the repository by just entering the monitor name into the 'Search monitors' text box.
Click on the Monitors→ Running Monitors tab to see all active running monitors.
The Running Monitors page is the central place where we can see the execution-related information for all the monitors like monitors that are in Running, Queued, or in starting mode.
By default, all the active monitors are shown, however, the filter option can be used to refine the search results on the basis of the monitor name, the execution status, or the servers on which the monitors are currently executing.
For managing or adding new users navigate to Organizations → Users. All the existing users will be listed on the users page along with the option to create a new user.
Click on the 'New User' Button to add a new user and it will open a pop-up window to enter Username, Password, Full name, Email. Mark the checkbox "Access all directories" if you wish to provide access to all the collections to any user.
You can also apply one or multiple roles to a user. The following roles are available:
- User: The user is allowed to create/Edit/Delete the monitor.
- Supporter: A "Supporter" is who receives the email alerts when any changes are made in a data set or in case a monitor fails.
- Admin: An "Admin" has most of the privileges within the Organization like user level, Collection level, Labels, and monitors level permissions.
- Super Admin: A "Super Admin" is an internal user who can do anything within the web portal and has the highest level of privileges.
Admin can manage users with the organization and perform the following actions: add a 'New User', 'Reset Password', 'Disable' other users' access, 'Edit' their profiles, and 'Delete' them from the users' list.
Super Admin and Admin can give the existing Collection Privileges that were added earlier.
In order to give access to any Directory Privileges, you need to select a user and then select the 'Collection Privileges' action from the context menu. There you will be able to see all the Collection Privileges for that user.
Steps to provide access to collections and privileges.
- Select the collection.
- Provide the desired privileges.
- Unmarked the checkbox "Access all collections" otherwise the user will have access to all the collections.
- Select the privileges from the list which you want.
- Click on the Save button.
Email templates allow you to customize the formatting and text of emails sent to users who share your content.
We have provided two types of email templates for receiving notifications for the change tracked data in the monitors.
- Email alerts when any changes are made in data
- Email alerts when any error is coming.
When any changes will be made in content between previous and latest then this type of emails will be generated. These differences will be displayed in the email alert.
And the email alert for any error will be coming when the monitor fails due to some site issue, monitor issue, server issue etc.
Users can get these two types of alerts when he has privileges to receive the emails. These privileges can be set in their account.