20.3 Project Management

 Project Management

Here, you can see all the listed projects along with few details (Name, AuditTrail, DR Encryption, Plugins, Users and Actions), Create New Project, Update Project, and Delete Project. You can search for a listed project by typing Project Name or AuditTrails. You can customize list of number of project items being displayed on the a page.

• Create Project: 

Click on Create Project icon to create a new project. Fill all required fields and then click on Create button.

• Update Project: 

Click on Update project icon and then edit all required fields of project. Click on Update.

• Delete Project:

Click on Delete Project icon and then click on OK to validate.

SMTP Mail on Assigning Project to a user

While working with OpKey, when you (as an admin) assign a project to a particular user (Non-admin), there a mail will be sent to that user regarding the assigned project.

• Let us see how to assign a project to a user.
• Go to the Project Management tab under the Admin panel of OpKey Web.
• Click on Create User. Fill all required fields.
• Click on Select Users dropdown under User (Email/Username) option.

• List of all the users (non-admin) are displayed in the list. Select user(s) to whom you want to assign desired project.

• Enter valid password & click on Create.
• A mail notification has been sent to the specified user(s) regarding the assigned project.

• In case, any project is removed from a user, then a corresponding mail is sent to that user.

 

Project Audit Trails

Project audit Trails under Project Management of OpKey Web provides detailed information about the task performed on a particular project. Project audit Trails is displayed in a tabular format in which column names are Task, Project Name, Field Name, Old Value, New Value, Date/Time & By User.

Task column denotes the task performed by the user. Project Name column denotes the name of the project on which task has been performed. Field Name column denotes the name of the particular field in which task has been performed. Old Value column denotes the old value of the field when task was not performed. New Value column denotes the new value of the field when task was finished. source or platform through which task has been performed. Date/Time column denotes the date and time when task was performed on the project. By User column denotes the name of the Admin user who performed task on the project. Showing Date/Time details are as per the time zone of OpKey Web user.

• Click on Refresh button to refresh the Project Audit Trails.
• Only 400 records of Project Audit Trails are displaying on a page. Click on Next to view other records.
• You can filter the Project Audit Trails record as per the specified Date range under search bar. To do so, enter From & To date and click on Search.
• To refine Project Audit Trails record displaying, you can select a date range (From & To) of 90 days only. In case you select a date range out of 90 days, a warning message appears that “Only 90 days Audit Trails can be viewed, you have selected … days.”
• You can export the list of Project Audit Trails. To do so, click on Export to Excel and fill From & To dates and click on OK.
• The given date (From & To) in the Search Bar of Project Audit Trails, will be displaying on the Export To Excel popup window in From & To field.
• If you have not refined/filtered Project Audit Trails then the showing Date range in Export To Excel window will be as follows:

                        1. From: First date of the current month

                        2. To: Current date of the current month

• Once Project Audit Trails has been exported in Excel format, you can view them.

• Select Project from the dropdown list.
• Project Workspace Audit Trails are showing for the desired project.

• You can filter the Project Workspace Audit Trails record as per the specified Date range under search bar. To do so, enter From & To date and click on Search.
• You can export the list of Project Audit Trails. To do so, click on Export to Excel and fill From & To dates and click on OK.
• The given date (From & To) in the Search Bar of Project Audit Trails, will be displaying on the Export To Excel popup window in From & To field.
• If you have not refined/filtered Project Audit Trails then the showing Date range in Export To Excel window will be as follows:

                        1. From: First date of the current month

                        2. To: Current date of the current month

• Click on Export.

• Your Project Work space Audit Trails are exported to Excel file successfully.

 

Manage State

From Manage State console under Project Management, you can manage state of the artifact (Draft, Published or any other). By default, there are two states: Draft & Published. Draft & Published states cannot be modified, deleted, moved up or moved down.

Here, you can view State, name of the user who created it along with the modification date & time information with time zone.

You can add your own state by clicking on Add button. You can delete, move up & move down the added States.

State Audit Trails

State Audit Trails information under Project Management of OpKey Web displays detailed information about the existing States for a particular project. State Audit Trails information is displayed in a tabular format in which column names are Task, Field, old Value, New Value, By User & Date/Time.

Task column denotes the the type of task performed. Field column denotes the type of State on which task has been performed. Old value & New Value denotes the old and new values of the States. User column denotes the User Id who performed task whereas date / Time column denotes the Date & time when task was performed.

• Click on Refresh button to refresh the State Audit Trails.
• Only 400 records of State Audit Trails are displaying on a page. Click on Next to view other records.
• You can filter the State Audit Trails record as per the specified Date range under search bar. To do so, enter From & To date and click on Search.
• To refine State Audit Trails record displaying, you can select a date range (From & To) of 90 days only. In case you select a date range out of 90 days, a warning message appears that “Only 90 days State Trails can be viewed, you have selected … days.”
• You can export the list of State Audit Trails. To do so, click on Export to Excel and fill From & To dates and click on OK.
• The given date (From & To) in the Search Bar of State Audit Trails, will be displaying on the Export To Excel popup window in From & To field.
• If you have not refined/filtered State Audit Trails then the showing Date range in Export To Excel window will be as follows:

                 1. From: First date of the current month

                 2. To: Current date of the current month

• Once State Audit Trails has been exported in Excel format, you can view them.