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Reports (addon-reports)
Description The Reports page allows you to run the reports defined in the system. Reports can be executed immediately or scheduled for later. Soffid comes with a set of predefined reports by default, but you can modify them and add new reports as needed for ...
Configure dashboards > Dashboard editor (addon-reports)
Description On this dashboard editor screen, you can create dashboards for different users/roles/groups that will contain the charts we have available. You can create as many dashboards as you need. Each dashboard will have a different access list. For examp...
Configure dashboards > Chart editor (addon-reports)
Description On this Chart editor screen, you can create charts from the datasets created on the Datasets edtior screen. This chats will be used in the Dashboard editor screen. Screen overview Related objects Dashboard editor : to create and manage d...
Configure dashboards > Dataset editor (addon-reports)
Description The datasets used to generate the charts, which in turn generate the dashboards, will be registered on the "Dataset editor" screen. SQL queries will be used directly on the Soffid database to retrieve the data sets. If you wish to consult the str...
Dashboards (addon-reports)
Description The Dashboards screen displays as many options as there are dashboards created. When you select one, the dashboard will be displayed on a new screen. If you want to modify a dashboard, you must go to the edit pages for the Dataset editor, Chart e...
Production deployments
Description For each customer, a procedure must be implemented to manage deployments made in the customer's production environments, which may be the following: Production environments TEST/PRE environments that customers consider productive Soffid Cloud...
Soffid 4 first access
Introductión After installing Soffid using any of the above methods, the following steps must be taken when accessing the Console for the first time. Upgrade Click "OK" to coninue the installation process. Login The next step is to log in to the Sof...
How to install and addon in Soffid 3 and 4
Installation Introduction To use an addon in Soffid, you must download and install it in the Console. There are two ways to do this. 1. The first option is to use the Soffid 4 marketplace. You can download and upload it directly from the Licence and plugin...
Custom scripts page
User backup configure & restore (backup addon)
Description On the User backup configure & restore page, you could search, check and restore the user's snapshots. Also on this screen, you can also configure the frequency and number of backups to be performed. Screen overview Related objects Users: ...
Export settings and objects (admin addon)
Description Soffid has the functionality that allows you to export configuration, Soffid objects, and objects from target systems in a ZIP file. Every object or configuration will be downloaded into the ZIP in a binary file. This ZIP file could be imported i...
Import settings and objects (admin addon)
Description Soffid has the functionality that allows you to import configuration, Soffid objects, and objects from target systems from a ZIP file. This ZIP file must be generated by the export action from another Soffid tenant. For more information, you can...