Infoveave Menu

The Infoveave menu is the central hub of the Infoveave platform, offering easy access to its diverse modules, each designed to cater to specific functionalities. This overview will guide you through the Infoveave menu and its various modules, helping you understand their purposes and how to navigate them effectively.

Learn how to navigate around Infoveave efficiently using menus and shortcuts. Proper navigation will help you access the features you need quickly and easily.

Insights

The Insights module is your gateway to exploring data and gaining valuable insights. Here is how to navigate within the Insights module

1. Click on the Insights module in the Infoveave menu.
2. Inside the Insights module, you will find My Organization and My Workspace sections.
3. Select the desired section and folder to proceed.
4. Within the folder, you can locate your Infoboards, Reports, and Lists options.
5. To create a new Infoboard, click on Create Infoboard.
6. Utilize the search bar to find specific Infoboards, Reports, or Lists.

Analysis

The Analysis module is tailored for advanced data analysis. Here is how to navigate within the Analysis module

1. Click on the Analysis module in the Infoveave menu.
2. Inside the Analysis module, you will find sections like What-If Formulae, What-If Analysis, ML Modeller, and SciPyR.
3. Click on the section you want to explore.

Automation

The Automation module is dedicated to streamlining activities and processes. Here is how to navigate within the Automation module

1. Click on the Automation module in the Infoveave menu.
2. Inside the Automation module, you will find sections such as Activities, Workflows, Targets & Thresholds, and Alerts.
3. Click on the section you want to explore.

Data Apps

Automation allows you to automate the process of workflow creation and scheduling, along with the option to chain the activities. You can also set up the targets, thresholds and alerts on workflows and devices with a tracking option to check the variations from the original. Learn to create activities and workflows under Automation.

Data Quality

Infoveave Data Quality provides various checks to ensure data integrity, including Range check (validating numerical values within a predefined range), Regex check (ensuring values match specific patterns), and Not-null check (ensuring required fields are filled). Other checks include Custom SQL check, Recency check, Distinct check (for unique records), and Unique check (for unique column values). It also offers Starts with and Ends with checks, Length check, Lookup check, and Lookup static values check to ensure data consistency and accuracy.

Data Governance

Infoveave Data Governance helps organize and manage data through domains, tags, and tiers. Domains categorize data, tiers prioritize it based on sensitivity, and tags allow flexible labeling for easier filtering and analysis, enabling efficient data management and decision-making.

Studio

The Studio module empowers you to design and create various data-related elements. Here is how to navigate within the Studio module

1. Click on the Studio module in the Infoveave menu.
2. Inside the Studio module, you will find sections such as Datasources, NGauge Forms, Infoboards, Reports, Lists, Queries, Lists View, Media Manager, and Folders.
3. Click on the section you want to explore.

Administration

The Administration module is responsible for managing system settings and user roles. Here is how to navigate within the Administration module

1. Click on the Administration module in the Infoveave menu.
2. Inside the Administration module, you will find sections like Roles, Users, Audit Logs, Address Book, Custom Calendars, Holiday Calendar, and Control Center.
3. Click on the section you want to explore.

Understanding the Infoveave menu and its modules is essential for efficiently utilizing the platform’s capabilities. Whether you are exploring data, conducting analyses, automating processes, designing applications, or managing system settings, the Infoveave menu provides a clear path to harnessing Infoveave’s full potential.

Notifications

The notification section in Infoveave provides easy access to important information and updates. You are alerted about successes and failures in Infoveave via the notification symbol. The notification icon lists all completed activities successes and failures. From here, you can examine the error information and manually remove the older messages.

Navigating to the notifications

1. Click on the Notification Icon, to view all notification.
2. Click on Search bar to search for notifications.
3. Click on View button, to see the notification details.
4. Use the Delete option, to delete any notification.
5. Click on the icon to refresh the notification .
6. If a notification includes a report that you want to download, click on Download to retrieve the file.
7. Click Disable Notification Popup if you want to disable the notifications for the current session. Once you logout and login again, you will see the notifications again.

Note

• Blue Blue notifications offer a general update or information that is not urgent or crucial. They distribute notices or announcements that aren’t urgent but that users should be aware of.
• Red Red alerts indicate information that is critical or error related. They point to something that needs to be fixed right away, like an error or a problem.
• Green Green alerts show that operations were successful or finished. They provide encouraging feedback and verify that a activity or action has been carried out successfully.
• Amber Amber notifications draw attention to alerts or warnings. They serve as a warning of things to be aware of or to be cautious of.

Help

Infoveave online help is a valuable and accessible resource that provides assistance, guidance, and information on Infoveave modules. It offers step-by-step guides to navigate and use Infoveave effectively. You can also use it to access help documentation for various modules within the platform.

Here’s an overview of how to access Infoveave Help

1. To find help documentation related to the specific section you are currently using, click on Show Help .This action will provide you with context-specific assistance tailored to your current location within the platform.
2. To explore help across modules, simply click on Show Help icon and navigate to the other pages.

Infoveave Help is your go-to resource for on-demand assistance and information. Whether you need guidance on the section you are in or want to explore help articles across various modules, this ensures that you have access to valuable documentation to enhance your Infoveave experience.

Note

Alternatively, you can visit help.infoveave.com to access the help on Infoveave.

Catalogues

Infoveave’s Catalogues feature provides a convenient and organized way to access detailed information about your Infoveave assets like Datasources, Infoboards, Reports, Lists, Workflows, NGauge forms, Alerts, or What-If Analysis resources.

Step-by-step overview of how to use Infoveave Catalogues effectively

1. Click on Catalogues .
2. Select from the available option of Datasources, Infoboards, Reports, Lists, Workflows, NGauge Forms, Alerts, or What-If Analysis.
3. Use the Alphabetical Navigation to navigate to the required Infoboard.
4. Click on the selected Infoboard for added Information, Details, Related Infoboards, Related Datasources, and Related Workflow.
5. To edit the description on the Infoboard click on Edit icon.
6. To open your Infoboard in new window click on the Open New Window icon.
7. Click on the Play icon to navigate to the selected asset (Infoboard).
8. To download the list of all Infoboards with details on the Entity-Id, Name, Description, Content, Tags, and Folder, click on Export.
9. To update the Description, Content, and Tags, click on Import.
10. Click on Upload Data, to upload the file with the updated details to Infoveave.

Note

• For the feature explanation, we chose Infoboards.
• The Infoboards display the name of the creator, the creation date and the folder name (if kept in folders).
• Under Catalogues Infoboards you can see all tenant specific Infoboards.
• Infoboard that you don’t have access has a icon.
• You can download the template from the Import option.
• Infoveave accepts only .csv files.

Workflow Execution Status

The Workflow Execution Status in Infoveave is your go-to resource for monitoring and staying updated on the status of various workflows within the platform. It provides valuable insights into the status of workflows, like success, failure, or currently in progress.

Concise overview of how to access and utilize Workflow Execution Status

1. To access the Workflow Execution Status, click on the Workflow Execution Status icon within the Infoveave interface. You can find the Workflow Execution Status in the Infoveave notification panel.
2. Apply date filters to effectively sort and manage workflows. These filters enable you to organize workflows based on criteria like workflow name and scheduled execution time.
3. To switch to the Gantt Chart view, click on the Gantt chart icons, in the Change View option.
4. For an ongoing workflow, you can force stop it by following these steps Click on the required workflow status in the Gantt chart. Click on the stop button to force stop the workflow.
5. For a failed workflow, you can rerun the workflow instance by following these steps Click on the required failed workflow in the Gantt chart. Click on the edit icon to make changes. Specify the reason for the failure from the list. Click on the rerun button to initiate the workflow instance with the specified reason.
6. Click twice on the required workflow to navigate to the Workflow Instance History.
7. To edit the specific workflow, click on the Edit icon , on the top right corner of the screen.
8. To run the workflow again, click on the Run icon , on the top right corner of the screen.

Profile

The Profile section in Infoveave allows you to manage your personal account settings and access important information. It allows you to update your profile, enhance security, review version history, or manage your password.

Edit Profile Picture

The Edit Profile Picture feature in Infoveave allows you to personalize your profiles by uploading or changing the profile picture.

Steps to upload your user picture

1. Go to your profile settings and the edit profile section.
2. Click on the Edit Profile Picture.
3. Select the image file from your computer or device.
4. Adjust or crop the image if necessary.
5. Click on the Save button to save your changes.
6. Verify that your user picture has been successfully uploaded by checking your profile or avatar display.

Note

• Keep the image size less than 500Kb.
• Choose image types as .png, .jpg, and .jpeg.

Edit Profile

By clicking on the pencil icon we can change the name, username and email of our profile efficiently

Tip

The profile name is for display and personalization, while the username is used for login and authentication purposes.

Select language

This section allows you to select your preferred language for a seamless browsing experience. With options including English, French, Arabic, Chinese, Kannada, Hindi, and Japanese, you can easily switch to the language that best suits your needs. Simply choose your desired language from the dropdown menu, and the interface will be displayed accordingly.

Logout

To securely end your session, simply click the “Logout” button. This will log you out of your account, ensuring that your personal information and data remain protected.

Prefer Tabbed Browsing

• Enable the Prefer Tabbed Browsing option to start using dashboards as tabs.
• When enabled the Switch to Tab option under Insights Folders will be disabled.

Change Password

The Change Password feature in Infoveave allows you to update the existing passwords, ensuring that the data and personal information remain protected.

Steps to change your password

1. Click on the Change Password.
2. Enter your current or old password in the Old Password field.
3. Enter your desired new password in the New Password field.
4. Confirm your new password by entering it again in the Confirm Password field.
5. Click on the Save button to save your new password.
6. Once the change is successful, you will receive a success notification message.

Tip

• Always choose a strong and unique password to help protect your account.
• Avoid using common or easily guessable passwords.
• Consider using a combination of upper case letters, lower case letters, numbers, and special characters.
• Keep your password length to a minimum of 8 characters.

Enable Two-Factor Authentication

Two-Factor Authentication feature in Infoveave offers a robust layer of security, reduces the risk of unauthorized access, and ensures that your interactions with the platform remain private and secure.

Steps to enable Two-Factor Authentication

1. Install an authenticator app on your device, such as TOTP (Time-based One-Time Password) or LastPass.
2. Open the authenticator app and choose the option to add a new account or scan a QR code.
3. In the Infoveave Profile settings, look for the option to enable two-factor authentication.
4. Click on the Enable Two-Factor Authentication icon . You will see a QR code or a secret key provided by Infoveave.
5. Open the authenticator app and scan the QR code or manually enter the provided secret key.
6. The authenticator app will generate a unique one-time password (OTP) associated with your Infoveave account.
7. Enter the generated OTP in the Enter the OTP field in the Infoveave settings.
8. Click on the Validate button to activate two-factor authentication.
9. Once enabled, you will receive the success notification.

Tip

• Make sure to safely store your secret key or QR code backup in case you need to set up the authenticator app on a new device or if you lose access to your current device.
• Two-factor authentication adds an extra layer of security to your account by requiring both your password and the OTP generated by the authenticator app for authentication.

What’s New

Report A Bug

The Report a Bug feature in Infoveave allows you to contribute to the continuous improvement of Infoveave by reporting any issues, glitches, or unexpected behavior that you encounter.

Steps to report a bug in Infoveave

1. Click on the Report A Bug icon on the bottom right corner of Infoveave.
2. Fill in the required fields Select the appropriate bug report type. Provide a detailed description of the bug. Optionally attach relevant files/screenshot with the option Attach File and Take Screenshot respectively.
3. Click on the Send Request button to send your bug report.
4. The Infoveave support team will receive and analyze your bug report.
5. If you have any questions or suggestions, you can use the Ask A Question or Suggest A New Feature options.