1. Infotools Harmoni
Hosting, Roles & Keys

2. 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

3. 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

4. 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…..

5. Roles - Viewer

6. Roles - Explorer

7. Roles - Creator

8. 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

9. Keys - Hierarchy
Site Keys
Group Keys
User Keys
Role Keys

10. 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

11. 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
Sites currently are setup through ing (these will become self service over time)
Software upgrades are pushed to all sites as they are available

12. Questions?