Platform UI tour

Menu

This document provides a quick tour of the Platform User Interface (UI) describing each item of the Navigation Menu from top to bottom in case of already established contract with working integration flows.

Menu structure:

  1. Contract name and status
  2. Workspaces
  3. Analyze
  4. Integrate
  5. Organize
  6. Contract Settings
  7. Development

Click through each menu section while you reading this tour since you might see slightly different picture based on your access level and the project stage in your contract.

1. Contract name and status

At the top of our navigation menu you can find your contract name and the status. Contract status shows state of the contract - Active or Suspended.

If you have access to more than one contract on our platform you will also see the chevron icon which you can click on to open list of your contracts. Select the name to switch to a different contract.

Menu: Contracts

2. Workspaces

This part of the menu shows the current workspace. Click on the chevron icon to open a sub-menu containing list of the workspaces you can access in the current contract. Select the name to switch to a different workspace.

Menu: Workspaces

The open workspaces sub-menu on the right shows the following details and menu items:

  1. Production or full workspace used for production flows.
  2. Development or limited workspace used to develop integration flows and run tests.
  3. Menu item to View All Workspaces in the contract.
  4. Menu item to + Create Workspace.

3. Analyze

This menu section links pages to help you monitor and debug your integration flows.

Dashboard

The first page you land when navigate to your contract is the Dashboard page. It shows the daily execution statistics graph and the runlog of executions and errors.

Click to expand for more details.
  1. The Daily Execution Statistics graph showing the values for data records and errors. You can click on the legend to filter one or the other.
  2. The Runlog showing the past execution and errors of integration flows in your workspace. You can use tabs to switch between the executions and errors.
  3. Add new flow button to create an integration flow.

Dashboard

Executions

The Executions menu item opens our Executions Page. Here you can find a list of executions based on a data transfer, sort them with filters to narrow down your search and navigate to the one you need.

Click to expand for more details:
  1. Use filters to narrow down your search based on the Flow Name, Status and the time.
  2. The list of execution matching the selected criteria.

Executions

Logs

The Logs menu item opens our Logs Page. Here you can find the logs of all executions in your workspace. The view shows logs sorted by time. You can search and filter the logs you are looking for.

Click to expand for more details:
  1. You can search in the logs and use the filters to find the logs you need.
  2. The panel shows the logs sorted according to the time-stamp. Here you can click to navigate to the specific execution of the logs (3 dots on the right). You can expand long log entries by clicking on the triangle which will show on the left of the log entry.

Logs

4. Integrate

This menu section links the pages you need to build integration flows.

Flows

The Flows menu item opens the page where you can manage your integration Flows. From here you can start, stop and edit your existing flows. You can also create new flows either from scratch or by copying and editing the existing flows. From here you can also export flows into different workspaces or create flow recipes.

Click to expand for more details:
  1. Use the button to Add New Flow
  2. Use the free search or provided filters to find the flow(s). You can see the used filters below the search field.
  3. Use to change the view of flows page between flow cards and list view.
  4. The Flow card containing information about each flow. You can use the buttons to Edit, Start or Stop flows. You can also use the menu (click on cog icon to open) to copy and export the flow, reset the snapshot, subscribe to errors, enable real-time and delete the flow.

Flows

For more information please visit our Managing Flows page.

Credentials

The Credentials menu item opens the page containing component credentials for each component to use for authentication with the 3rd party resources. Here you can create, edit and delete the credentials for each integration component.

Click to expand for more details:
  1. Here you will find a card for each component which requires a credential to function. Click on any card to navigate to page to create, edit or delete the credentials associated with the component.
  2. The green number on each credential card shows the number of credentials you have for this component.

Credentials

Please Note you can also create credentials during the flow step configuration. These credentials will appear on the credentials page as well.

Agents

The Agents menu item links the VPN Agent management page where you can create, edit and delete the VPN Agents. You can use this feature to establish a secure VPN tunnel between your local resource and the platform. This enables a secure data exchange between your local system and the active integration flow.

Click to expand for more details:
  1. Use to create the VPN Agents.
  2. The list of VPN Agents configured for your workspace.

Agents

Topics

The Topics menu item opens the Topics management page. Here you can create, edit and delete your Topics. You can use this feature to establish a publish-subscribe messaging pattern to exchange data between the integration flows.

Click to expand for more details:
  1. Use the Create button to create a new topic.
  2. The existing topic cards. Click on them to edit or delete them.

Topics

5. Organize

This menu section has one item - the Workspace which opens workspace management page. Each workspace has a separate page like this where you can rename it, manage members and delete it based on your access role.

Click to expand for more details:

While in workspace management page you can:

  1. Rename the workspace.
  2. Add or Invite new member to this workspace.
  3. See the list of workspace members.
  4. Edit member roles or remove them completely.
  5. Delete the workspace.

Organize Workspace

For more information please visit our Managing Workspaces page.

6. Contract Settings

This menu section includes the following items:

Quota Usages

The Quota Usages menu item opens our quota overview page. Here you can check the combined memory usage of flows in all your workspaces of the contract. From here you can drill-down the usage based on the workspaces and individual flows for the current month. If you have the memory quota limit set for your contract then you will see relationship of used and still remaining quota.

Click to expand for more details:
  1. Shows the current month and the current usage. It also shows the quota limit if defined.
  2. Use the button to drill-down into the workspace and flow level usage.
  3. The histogram of the used memory per month. If the contract has a quota limit then histogram shows the used memory and the still remaining quota. You can hover on any month to get the exact values.
  4. The legend for the histogram.

Quota page

Members

The Members menu item opens the contract Member management page. Here you can rename the contract, view and invite members, edit the member access roles or remove the member from the contract. From this page you can access Workspaces page as well.

Click to expand for more details:

You can do the following action if you have Owner role in the contract.

  1. Rename the contract.
  2. The list of members in current contract.
  3. Workspaces switcher to open page with all workspaces.
  4. Invite new member button to invite new member to this contract based on your role in this contract.
  5. Pencil icon to use for managing the user roles and bin icon to delete the user.

Members

Workspaces

You can access this page from the Workspaces tab of the Members page or from the View all workspaces menu link of the Workspaces name. Here you can manage the workspaces of this contract. You can create a new workspace, see all existing workspaces and navigate to each workspace if you have appropriate access and role in the contract.

Click to expand for more details:
  1. Click on + Create New Workspace button to create new workspace.
  2. See the existing workspace cards showing the name, type and number of users.
  3. Delete the workspace by pressing on bin icon. Warning: this action is irreversible.

Workspaces

For more information please cvisit our Managing workspaces page.

7. Development

This menu section includes items for component developers. Here you have a link to the following pages:

Developer Teams

The Developer Teams menu item opens the contract developer teams page. Here you can manage your existing teams and integration components or create a new ones if your have contract Admin access role.

Click to expand for more details:
  1. Use + Add New Team button to create a new developer team.
  2. Card showing the developer team details, number of members and repositories it contains.
  3. Click on See Details to navigate to any developer team.

Developer Teams

Metadata Test Tool

The Metadata Test Tool menu link opens a special tool our developers use to test and improve the component metadata structures. You can paste your metadata here to see how it renders on the platform UI.

Click to expand for more details:
  1. The panel you can use to paste the JSON structure of your metadata.
  2. The panel renders the output based on your input data.

Metadata Test Tool