Skip to main content

Administration

Overview

FA's Administration provides you with tools to monitor your system's health, and for example to manage your system's preferences, follow logs, and maintain other advanced settings.

Functionality

Manage all documents

  • Search, download, upload, modify and delete all documents - as an administrator, you can manage all documents and links to documents stored in the system - for other users, documents are only shown for the security, contact, portfolio, transaction or trade order they are linked to. You can search for all documents stored in the system, download them, upload new documents, rename existing documents, and delete any documents. The system also keeps track of document creator and last modification date and time.

  • Organize documents into folders and tag documents to categorize them - you can move documents from one folder to another, or tag documents to categorize them across folders.

  • Mass-delete documents - you can also mass-delete all documents matching your search criteria in one go.

  • Automatically scan uploaded documents for viruses - as an alternative, you can choose to scan all uploaded documents for viruses. If a virus is found, the document upload is prevented.

Manage application preferences

  • View and modify application preferences - as an administrator, you can control how many aspects of the system behave through adjusting the available preferences. For example, you can control email settings, system defaults and control daily report data recalculation time.

  • Manage preferences related to other modules - you can define system preferences in categories such as bookkeeping, contacts, contracts, contracts, fee calculation, importing, portfolios, reporting, securities and transactions. You can either add new items in the preferences, adjust existing items, or make decisions on how the different other modules work.

  • Define settings related to showing the content of the application - you can adjust settings related to date and number formats used throughout the application, override texts and define translations to be used for certain types of data. In addition, you can define for example custom fields and dashboard widgets.

Install and update extensions through FA AppStore

  • Browse through the list of available standard extensions - you can browse through the list of extensions you can use to extend the functionality of the core system. Extensions are categorized into reports, processes, rules, APIs, integrations, profiles, queries, widgets, and formulas - extensions available for you depend on the modules you are using.

  • Install, update and uninstall extensions - you can install extensions that are available to you based on the modules you are using. In addition, you can update extensions you already have, or uninstall extensions you no longer need.

Synchronize data between FA instances

  • Transfer data between two FA instances - you can synchronise data between two FA instances to keep the test data up-to-date with production data, or to exchange updates between separate FA installations.

Manage process configurations and running processes

  • View, create and modify process configurations - processes allow you to define multiple configuration sets, allowing your users to run the process with different configurations and in different "modes". You can view search for existing configuration sets, modify them, or create new sets of configurations. You can also control which user roles can use which configuration sets.

  • View and stop running processes - as an administrator, you can also view information related ongoing processes as well as interrupt or upgrade ongoing process runs.

  • Automatically remove unfinished activities - you can automatically remove all unfinished and unnecessary processes that have been open for longer than 7 days. This allows you to avoid clutter in your task lists.

Configure integrations

  • Configure integrations directly from FA - you can configure your integrations related to certain other modules, such as Market Data Connector and Trading Connector directly from the system with the integration start-up tool.

Browse through, monitor and manage system logs

  • Browse through the system logs - view individual log files in the system, or search through log files for specific content.

  • Adjust logging levels - increase or decrease the amount of logging information generated by various parts of the application. You can also reset the logging levels to defaults.

  • Receive alerts if the system logs show specific activity - you can configure the system to send error notifications if specific content shows up in the system logs. For example, you can receive an alert every time a specific error message shows up in the logs.

Manage system's files

  • Upload files to specified directories - you can manually upload files to different directories in the system. This is useful for example when resolving issues with file-based integrations, allowing you to re-upload a file to be processed again. In addition, you can re-upload failed files to retry processing them.

  • Monitor the status of file-based integrations - you can set up monitoring folder content in the server filesystem. You can receive an alert when either there is a file found or not found in monitored folder.

Monitor your system's health

  • Monitor the health of your system through FA Diagnostics - FA Diagnostics shows various statistics about the system, such as the amount of currently logged in users, ongoing report calculation, ongoing processes, and system latency. It also helps to diagnose possible data problems: securities, contacts, transactions and portfolios with aberrant values. It also provides a system audit log browser.

Track an audit trail of modifications and user actions

  • Track changes made to certain data - you can track the changes made to certain data, including contacts, portfolios, securities, market data, transactions, trace orders, users, and certain system preferences. You can track the full change history of this data, allowing you to see who has changed what and when, and compare versions together to see the changes made. A full change history of certain information is not available, most notably tasks and documents.

  • Track what information users have viewed, opened or exported - you can see when users view, open or export customer-related information. Audit trailing is done in the background for every logged-in user. Each audit trail entry includes a variety of details, such as user, time, and screen, and provides details to replicate what information the user accessed or exported.

  • Track what what processes users have run and which rules have been triggered - in addition, you can see information related to when certain processes have been run and certain rules have been triggered, allowing you to follow other activities in the system.

Other administration tools

  • Mass-delete data from the system - as an administrator, you can mass-delete pre-calculated portfolio values, transactions, portfolios, contacts and securities from the system.

  • Manually force recreation of transaction search result tables - as an administrator, you can repopulate the values in your transaction listings, in case the transaction search result is not up-to-date.