Health

Assign/Create User Groups Actions

Overview

This Health page gives an overview of the user groups settings and "Assign/Create User Groups" actions for a specific site.

Information Available

• Group selection mode for the site (Manual or Assign by action)

• User management module configured or not, listing module ID in case enabled

• Module group settings, validating if "Assigned by Action" is enabled as group restriction type for the module

• List of "Assign/Create User Groups" actions per module with configuration details

• Validation when "Create/Assign" user group action is present in the module but group restriction module is not "Assigned by action"

• Validation is present when create group property is enabled but level 1 is not specified

• Validation is present if module is UM and assignByAction enabled in module config

• Validation is present if module is UM and assignByAction not enabled in user groups config

• Validation is present if module is UM and assignGroupsToItem=true in action config

• Validation is present if create/assign group action is present in regular module and assignByAction not enabled in module config

• Validation is present if assignGroupsToUser=true in actions of a regular module

Navigation

Clicking the action link will open the action settings window in a new tab where it is possible to modify and save action properties.

Access Rights

Page is available only to user with site administration rights.

Compare User Groups and UM Options

Overview

Page will give an overview of the mismatch between the list of options representing the source of the user groups in the User Management module and existing list of user groups.

Information Available

• Check is only done for the User Management module against the fields mapped as the source of the user groups: text, option, module links.

• Check will not work in case flat user group structure is used in "Assign/Create User Groups" action(s). In other words, validation is done when "level" parameter is used in action configuration.

• Using user name as a source of the user groups in action settings, the check will be done only against the list of active users.

• Page does not check for the enabled or disabled "Assign/Create User Groups" action(s).

Fields Overview

Fields Overview page allows to get an overview of all the field definitions and their configurations across all the modules within the site. Filters allow to filter the list of field definitions by module, field type or both.

List of field definitions is grouped by the module. Clicking field name allows navigating to the field definition configuration window.

Fields overview health page will display information on the dependent fields if a field has any. This makes it easier to get the overview of the dependencies between the fields within a certain module.

In case cyclic dependencies are idenitified for the field, it will be displayed as a validation error.

Fields overview health page will also display warning on the module link fields where both "Prefill automatically" and "Default values" configuration are present.

Fields Convert

Fields Convert page allows to convert some field types:

• User fields to Module Link (Users);

• Text Fields to Field Reference;

• Module Link fields to Field Reference.

Known Limitations:

• It’s not possible to convert multi module link or use it as a source currently in master;

• App config becomes invalid after fields conversion - it is important to reconfigure App before converting fields used in it;

• Briefing config becomes invalid after fields conversion - it is important to reconfigure Briefing before converting fields used in it;

• AdBuilder config becomes invalid after fields conversion - it is important to reconfigure AdBuilder before converting fields used in it;

• Metadata Field from Proofing configuration becomes invalid after conversion - ‘Metadata Field’ cannot be converted to reference field;

• If migration is done for module link - filter is converted from “oldModuleLink operator value”, to “sourceOfModuleLink operator value” (it’s expected that source is always have equal values with old module link, otherwise this conversion is incorrect, because data is removed from db, and reference always shows data from source after migration);

• Fixed text fields - not available for field reference fields and blocked during conversion;

• Saved Filter might be unfunctional after incompatible conversion. (Example: field was of type text, prefilled from module link. filter was “contains text”; after convert - it is transformed to reference to module link, and only available operators are “any of”).

Rules Overview

Rules Overview page is designed to give users configuring the system an overview of the rules based on date fields containing configuration that is no longer supported as a result of implementation of the localization feature.

Starting from version 9.101 and later, use of milliseconds and timestamps without zone is no longer supported and needs to be replaced for the rules to work correctly after upgrade. It is also recommended to review the rules using CURRENT_TIMESTAMP() function and make sure that rules return correct result, taking into account that server timezone is used for evaluation.

The Rules Overview health page allows to:

• Get all the configured selection, validation and formatting rules across the modules within a site

• Filter the list of rules to display only rules that need review and reconfiguration

• Enter rule configuration page by clicking the link

• Export list of all the formatting rules for the current site

Rules Overview health page is not available if rules are not enabled in System.properties file.

Migrating Formatting Rules Configuration from One System to Another

In version 10.2.0 new user experience was introduced for Validation and Formatting Rules configuration. This change required migration of rules previously configured in JSON format.

For the formattings rules, it was not possible to migrate "Actions", therefore all the formatting rules are without actions after upgrade and need reconfiguration.

In order to minimize potential double work of configuration of rules on both test and live site, export and import of formatting rules actions have been introduced.

To export the list of all the formatting rules for the site (including both active and inactive):

1. Go to Site Configuration > Health > Rules Overview.

2. Click "Export all formatting rules for the site". This will download json file.

To import previously exported rules:

1. Go to Site Configuration > Health > Rules Overview.

2. Click "Choose file" and upload json file with the rules.

3. Click "Update action in rules". After the process is completed, an information message will display the number of updated formatting rules.

Note!

• Export/import of formatting rules are not creating new rules, or removes/disables existing ones

• Import of rules updates only "Actions" section of the formatting rule configuration

• Manual modification of JSON after export may lead to an unpredictable result which the system may not handle gracefully during import.

Access Rights

Page is available only to user with site administration rights.

Known Issues and Limitations

Be attentive to the leading and trailing whipespaces in the names of the user groups. In case you get the already "existing" user groups in the list of missing user groups, check the preceding and trailing whitespaces in the name of the group and option name.