iDMS Dashboard

Access key metrics, view a high-level summary of activity, and review job history to monitor workflows and performance.

Accessing the iDMS Dashboard

To access the iDMS dashboard, you can click “Dashboard” on the side-menu. Once you are navigating the iDMS module, you may also click “iDMS Dashboard” on the top of the screen.

iDMS Dashboard at a Glance

Sublinks within iImport:

Sublinks within iUpdate:

Navigation within iDMS

  • Shortcuts to iImport Cloud, iUpdate Cloud, and iSchedule,
  • Dashboard will open a page to display imports runs which occurred recently.
  • New will open up a blank iImport or iUpdate job ready to be configured.
  • Tasks will redirect you to your iSchedule page to display all scheduled tasks.
  • A link to task Templates where job templates can be managed or imported.
  • A link to default job Settings where the global settings for job options can be set. (Note: updating the default settings will only affect future jobs and will not update existing job templates.) This is also where the iDMS cache may be cleared.
  • A link to About which will display the Cloud ID, user and product information.

Dashboard Cards

These Dashboard Cards include overview information for:

  • Completed Imports - Jobs that have run to a successful completion.
  • Partial Imports - Jobs that had both successful completions and issues with some records while running.
  • Failed Imports - Jobs that had an issue while running.
  • Pending Import - Jobs that will run soon.
  • Active Imports - Jobs that a user started to setup but either abandoned or will be finishing at a later point. These jobs have not been submitted.
  • Recurring Jobs - Jobs that have been built to run on a schedule. 

Job History

There are two tabs for viewing Job History, Task History and History. The Job History will only contain the jobs from the past 30 days.

Task History

Allows you to see the last job history of recurring jobs for quick review. Select View More -> to filter jobs.

History

Allows you to see the history of all jobs. Click View More -> to see more details and to filters on jobs. Additionally, there is an Updated from, thru, and Source Type parameter that can be used to narrow the results of the job histories.

Source Type drop-down options:

  • Manual - The iImport/iUpdate task was triggered manually by the user.
  • iSchedule - The task was triggered by an iSchedule run.
  • iWorkflow - The task was triggered by an iWorkflow run. This will have the Workflow Name and Workflow Definition Id as the Created/Last Updated By.
  • Webhook - The task was triggered by a webhook. This will have the IP address and User Agent as the Created/Lasted Updated By.
  • Webhook Polling - The task was triggered by a webhook using the polling endpoint. This will have the IP address and User Agent as the Created/Lasted Updated By.
  • Unknown - The trigger source is empty. This would include iImport jobs and legacy jobs created before a trigger source was added.