Sysero

Importing Data into a Data Room via Excel

Manual: Administration

Detail:

Before using this method of data import we recommend talking to Sysero, as we might have other options that suit your requirement.

Please do the below steps in a test Data Room first, to make sure any date formats etc. are in acceptable format.

Go to Admin > Data Rooms > Edit Data Room > Advanced Settings > Import Bulk Data.
Download Excel Template.
If document upload is required add another column called (DocumentUNC). Or if a http link is required as attachment add column (Link).
Populate Data.
Note if DocumentUNC path used it must be accessible by the Sysero server.
Save XLS and upload it on same page as you Downloaded Excel Template from.

Note:

Multiple Repeater Rows : To import multiple values into repeater the import template will create the first set of columns for the first row. Simply duplicate those columns directly after the first set in same order first set are, but rename the description outside of brackets to identify row number e.g. Repeater2(XMLField1/TextField1).
For folder path imports to Taxonomy you can use a normal structure e.g. Folder1\SubFolder1. To do this modify the Excel template, change the first Repeater/Taxonomy column name from e.g. XMLField1/TextField1 to ImportTaxonomy/XMLField1. It will work out its parent repeater section and create any missing entries in the Taxonomy.
CheckBox Fields : If you had for example choices Example1, Example2 and Example3 and needed to check Example1 and Example3, you would put Example1;Example3 in column. So the delimeter is a ;.

Relevance Score: 0.1891018

Report with Taxonomy Runtime Filter

Manual: Reporting

Detail: Follow these steps to create a simple Data Room report that can be filtered by Taxonomy:

Create new Web Report.
Give it a name.
Select Type Data Room.
Pick Data Room to report on.
Use the following select query replacing URL and CompanyID with correct values:

SELECT ItemName, 'https://www.example.com/EditClaimTabbed.aspx?CompanyID=1&listitemid=' + CAST(Claims.ID as nvarchar(max)) as Link FROM Claims WHERE ISNULL(Archived,0) = 0 {0} Order BY ItemName
The {0} is automatically replaced by Sysero with other parts of WHERE clause for Data Room and any Runtime Filters.
Select Taxonomy Field in Runtime Filters section. Note if Repeater Taxonomy code will automatically generate SQL.
Change Appear As to what you what filter to appear as e.g. Practice Area.
Change Filter Type to DropDown.
In Filter Query use syntax as found in article SQL to Lookup Root Taxonomy Level.

Relevance Score: 0.1891018

Introduction to Wiki Pages

Manual: Administration

Detail: Where can I use Wiki Pages in Sysero?

Full page via URL - It is recommended you use the short link for this found when Editing the Wiki Page.
Search Results Default Content - This can be shown on Search Results page before someone enters a search term or clicks on a refiner.

What dynamic content can I include on a Wiki Page?

Reports - You can embed published Web Reports setup in Admin > Reports.

How do I link to other Wiki Pages?

The wysywyg editor included a WikiPages dropdown on the menu, from here you can inlcude links to other Wiki Pages.

Relevance Score: 0.1891018

Introduction to Reporting in Sysero

Manual: Reporting

Detail: Before attempting to create reports in Sysero it is recommended you discuss you requirment with Sysero.

Types

There are two types of reporting:

Web Reporting : Using SQL queries you can create various types of tabulated or graph style reports. These reports can have filters added when viewing, embedded in Sysero wiki pages, sent in e-mail, be exported to excel or linked via XML to excel etc.
Word Reporting : These reports are constructed similar to Automated Templates. Unlike automated templates, the data from multiple items in a Data Room is used to construct the report. The use of these reports in very specific, so please contact Sysero for more information.

Recommended Skills

Web Reporting
- Ability to create and modify basic SQL select queries.
Word Reporting
- Familiar with Sysero Document Automation.

Security

Reports have a number of settings which determin who can access them and where they are displayed:

Web Reporting
- Role Reports: View - Without this no reports can be viewed by the user.
- Reports Assigned to Site - Only users with access to this site can view the report. Any reports assigned to a site will appear in Dashboard Panel type Reports.
- Reports Assigned to Data Room - Only reports that have Data Room added to site will appear in Dashboard Panel type Reports.
- Report Published Setting - This affects whether or not a report will appear in Dashboard Panel type Reports for any assigned to a site.
- Report Security Setting - This affects whether or not a report will appear in Dashboard Panel type Reports for any assigned to a site. Once set it will also block other users from viewing report even if they have Role Reports: View. Exception to this rule is when it is embedded in a Wiki Page or e-Mail etc. As admin has added them reports for a reason so must always be available.
Word Reporting
- Report Added in Admin > Site > Reports - This will determin if it appears in Dashboard Panel type Reports.

Relevance Score: 0.1891018

Limit User Document Downloads

Manual: Administration

Detail: Document Download can be limited to a certain number a day for all users. Below are configuration steps:

Create a new e-mail template. Below are the psuedo code values you can use:
1. [DocumentLimit] : Total number of documents a user can download in a day.
2. [DocumentLimitUserTotal] : Total number of documents a user has downloaded in a day.
3. [DocumentLimitUser] : Name of user who has exceeded limit.
Go to Admin > User Settings and set the following:
1. Document Download Limit Block : Hard limit for that day.
2. Document Download Limit Alert : Point at which Alert e-mail is sent to an admin with notification set.
Go to Admin > Email Templates and set Document download limit alert.
Go to Admin > Users > User > Notifications > System Notifications and enable Document Limit Alerts.
For System Admin enable the role permission Management Tools: Manage user document download limit.

If a user hits the limit, people with the Management Tools: Manage user document download limit permission can reset the days limit in Admin > Users > User, clicking Reset Download Limit on the left.

You can also see how many documents of the limit have been downloaded that day in the user profile on the same page.

Relevance Score: 0.1891018

Using Key Vault in AzureAD to store Sysero DataRoom Encryption Key for Text Fields

Manual: Administration

Detail: Vault Key Secrets are used for encrypting Data Rooms. it is so that people can store their own encryption key, that only their users have access to.

Note only TextField types in Sysero can be encrypted and this is on case by case basis in form field settings.

Office365 (Azure Active Directory) App Registration Settings

Pre-requisit to this setup is that Setting up OAuth Authentication from Office365 / AzureAD to Sysero has already been completed.

Open the App Registration called something like Sysero (User Delegated).
In Authentication check Access tokens (used for implicit flows).
In Certificates and Secrets, add a secret and copy the value.
Add the following API Permissions:
1. Azure Key Vault > user_impersonation > User Delegated (Grant Admin Consent).

Office365 (Azure Active Directory) Key Vault Settings

Setup key vault:

Go to Azure Key Vaults.
Create Key Vault if required.
Add secret to Key Vault.
Copy Vault URI (Endpoint), Secret Name and Secret Version.

Sysero OAuth Configuration

Go to Sysero > System Admin > OAuth Settings:

Set Token Mode Office365 to OpenID and User Access Token.
Set OAuth Secret Office365 (User Delegated).

Sysero Key Vault Settings

These are set on a per Data Room basis and same key can be used. Please note if this key is lost there is no way Sysero can help you decrypt the data, it is lost forever. To configure:

Go to Sysero > Admin > Data Rooms > Data Room > Advanced Settings > Encryption and set:
1. Endpoint.
2. Secret Name.
3. Secret Version.
Go to Feature Settings and enable OAuth: Validate Office365 token on access.
For any fields that require vault key encryption, edit the field using forms editor and set in Text Field settings Encrypted to users with vault key access (no impersonation).

If key is disabled or other users do not have access, data will not be shown.

Relevance Score: 0.1891018

Switch Job Scheduler, Role, List, DataRoom AD Sync from LDAP to Office365

Manual: Administration

Detail: The default directory Sync Mode of Sysero is to use LDAP. To switch it to use Office 365 first make sure you have followed KB Setting up Sysero connection to Office365 / AzureAD API for REST calls.

Go to Admin > System > User Settings, set Directory Sync Mode to Office365.

Note Office365 does not use the title of the group like LDAP, you need the Object Id, which you can find under Groups in Azure AD services.

Relevance Score: 0.1891018

Welcome to the Sysero Knowledge Base