Server Management Tour

P2 Server Management is a web-based enterprise management tool that is used in the administration of the P2 Server Data Dictionary, Connections to other systems, Security and Entries.

Server Management is a part of P2 Explorer, and is only available to users with the appropriate privileges.

Server Management:

1 About

Click the P2 Logo to open the About box and display version information and copyright details for the application.

2 Help Opens the landing page for the help center.
3 User

The name of the logged in user appears on all P2 Server pages.
Click the username to logout, after which you will be directed to the login screen.

4 Refresh Refreshes the current page, unsaved changes will be lost.
5 Breadcrumb

The breadcrumb can be used to navigate back to the first page of the menu item.

Click Connections in the breadcrumb to open the Datasources configuration page:


Accessing Server Management

Access Server Management from the Admin tab on the Explorer Ribbon.


Navigating the Menu

Server Management menu:

Hierarchies Display the list of available hierarchies, and options to view the details, edit, and add new hierarchies.
Entities

Display the list of available entities and options to create a new entity, and view and edit the overview, template assignments, and details of selected entity.

Connections Set up and configure connections to external and other systems.

Datasources A datasource is a connection that allows P2 Server to retrieve data from an external system.
Edge Hosts An Edge Host is a connection that creates adaptor instances (datasources) when the Data Broker is located on a different machine.
Data Mart In Explorer, a data mart database stores data that external applications are able to access.
Configuration Select from the following to configure, or review, data dictionary and system resources.

Calculations A calculation consists of literals, operators, keywords, and functions that combine to produce a tag that can be used in consuming applications.
Attribute Groups An attribute group is a grouping of attributes that allows users to more easily find the data items they are looking for.
Template Groups Template groups provide a method of organising templates, and are mainly used for display purposes.
Templates A template is a way of defining the attributes of an entity.
Link Groups Link groups provide a method of organising links.
Links A link represents a reference to a page, trend or fixed URI that can be assigned to a template in order to model related information.
Digital State Sets Digital state sets are used to map numbers and names for digital states which are usually returned by tags or calculations.
Units Unit of measurement.
Images Images and icons are stored in P2 Server and can be used within Server and other P2 applications.
Named Lists A Named List is list of values that an Explorer user can choose for a particular field in a form.
Menu This page allows you to configure the structure of the main menu in Explorer.
Import & Export Import or export data.

Import Import data from Excel® or a zip file.
Export Export data for selected objects, or a template.
Security Configure users, roles and privileges.

Users The list of user accounts that have access to Explorer and associated modules.
Roles A role defines a set of privileges for accessing a module's features.
Privileges Privileges define the access levels for modules and their objects.
User Groups A group of users defined externally.
Entries Admin

Configure settings for Explorer Modules.

Common
Fields The fields available in P2 Explorer.
Entity Metatadata Fields The available entity metadata fields which may be used for reporting purposes.
Named Lists A Named List is list of values that an Explorer user can choose for a particular field in a form.
Case Management
Case Forms The form structures for Case Entries available in  Explorer. 
Shift Log
Log Forms The form structures for Log Entries available in  Explorer.
General Forms The form structures for General Entries available in  Explorer.
Summary Forms The form structures for Summary Tables available in  Explorer.
A-Plus
Global Settings The settings that apply to the A-Plus application.
Areas The sites and areas available in the A-Plus application.
Forms  
Loss Forms The form structures for Loss Entry forms in A-Plus.
Availability Forms The form structures for Availability Entry forms in A-Plus.
Gain Forms The form structures for Gain Entry forms in A-Plus.
Sites Display the sites available, and option to configure them and their associated time periods.

Hierarchies

Hierarchies are used to logically define parent-child relationships between entities, such that they model real-world data.

Read more: Hierarchies in P2 Server, Setting up Hierarchies

Select Hierarchy  in the menu to view and edit the available hierarchies.

1 Search

Enter the name, or part of the name, to search for a hierarchy.

2 Create New Hierarchy Click  to set up a new hierarchy.
3 Editor

The Editor is used to edit a hierarchy's structure.

To open the editor :

  • Click on the hierarchy name in the list, or
  • Hover over a hierarchy name and click the Editor  button

Read more: Assigning Entities, Removing Entities

4 Details

Hover over a hierarchy's name and click the Details button, to edit its name, description or ordinal.

Related: Creating a Hierarchy

5 List List of available hierachies

 

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