Infotools Harmoni Hosting, Roles & Keys

Hosting, Roles & Keys Infotools Harmoni is a cloud based platform Requires hosting environment to operate (AWS, Azure, in house etc…) Infotools Harmoni uses 3 key roles to distinguish permissions and access to features Keys or “Personalisation Keys” are used to further control access to features and change default settings

Hosting Hosting URL CONNECT.INFOTOOLSONLINE.COM COMPANY A COMPANY B COMPANY C IH Site A IH Site A IH Site A Dividing lines come down that they are representative of ACL’s that segregate access between clients.   AWS currently provides the best value for uptime over their main competition (Azure). Projects Projects Projects Hosting URL CONNECT.INFOTOOLSONLINE.COM

Roles Viewer Creator Explorer Can view stories and dashboards (Including linked) that have been shared with them. Can save their own stories from dashboards and stories that have been shared with them. Can export all saved stories and dashboards directly to Office outputs (PPT / Excel) Will be able to receive notifications that have been set for them. Can use Mobile app to one-step-drill to chartlets Creator Can create edit and update projects, add/update data and publish the project to other explorer and creator users. Can combine multiple data sources and harmonise into single project trees Can create, combine, group, shape, align, relabel and design data in the project tree. Includes custom variables, weights, measures, bases and types. Explorer Can browse projects that have been published to them. Has access to the project tree to allow for drag n drop analysis and visualisation and drill in from story views. Can save analysis into stories or combine views to present as dashboards. Viewer – End client reporting user Explorer – End client, analyst Creator – Agency analyst, researcher, data processor etc… Overview: (Click) Creator is the default permission level, then distributes to and Explorers and Viewers Creators are… (Can Spend Data points) (Click) Explorers are… Viewers are…..

Roles - Viewer

Roles - Explorer

Roles - Creator

Keys Keys or “Personalisation Keys” are used to control access and\or features and change default settings Keys can have change in a in a hierarchical manner Over 70 keys….and growing

Keys - Hierarchy Site Keys Group Keys User Keys Role Keys

Keys – A few important ones Description Default DefaultHomePage Sets the HOME page that is loaded when the Site loads Home Grouping.Enable AUTOMATION - Controls if Autogrouping is applied True Grouping.AutoMerge AUTOMATION - Controls if Automerge is applied Grouping.ElementThreshold AUTOMATION - Controls the threshold % of common elements to use for auto merge 0.8 Grouping.LabelThreshold AUTOMATION - Controls the threshold % of common elements to use for auto grouping SampleSize.Low Control LOW SAMPLE threshold for FADE SampleSize.TooLow Control TOO LOW SAMPLE threshold for HIDE Modify.Data.ValueLabelMode Sets the default display of data labels on charts SigDiff ColorScheme Changes the default colour scheme DARK\LIGHT Dark Too many to go through but a few important ones to know about… Link to up to date file of keys and descriptions available in the resources post the presentation

NOTES Each Infotools Harmoni client should have a unique Company & Site to ensure data segregation, security & sharing requirements. IH support is available using the ? At the top right of your site or through harmonisupport@infotools.com Sites currently are setup through emailing (these will become self service over time) harmonisupport@infotools.com Software upgrades are pushed to all sites as they are available

Questions?