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User Interface
This chapter describes the functions that can be performed within the navigation tree.
Navigation Tree
The Asset Manager features a navigation tree on the left-hand side, through which you can access the available objects. You can use the Ctrl+F shortcut to search for objects within the navigation tree. The following objects can be created within the navigatio...
Permissions
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Permissions within the Asset Manager are used to control access to data. Data that can be created, edited, or deleted exists only in tables, since data from q...
Folders
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Folders serve the same purpose in Asset Manager as they do in a file system: they are used to organize items or group different objects together. The folder s...
Reports / Queries
This feature of the Asset Manager is only available if the logged-in user has the Administrator role.Note: The SQL scripting language used is not explained in this documentation, as that would go beyond the scope of this document. Knowledge of SQL is assumed. ...
Tables
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Tables within the Asset Manager are used to enter, edit, and delete data. Once a table has been created, every user initially has full access to the records u...
Form Designer
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Using the Asset Manager's Form Designer, you can customize the appearance of tables and queries and make the data entry dialog more user-friendly. After creat...
Dashboards
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Dashboards within the Asset Manager are used to visualize data. Since, for security reasons, the Asset Manager does not have direct access to the databases, a...
Forms / Reports
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. The Asset Manager allows you to create any type of form based on stored data. Since, for security reasons, the Asset Manager does not have direct access to th...
Websites
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Any website can be displayed within the Asset Manager, for example, to provide reports from Power BI or content from your company’s intranet. The following vi...
OpenAI
Introduction Within the Asset Manager, OpenAI offers the ability to convert human questions formulated in German or English into Structured Query Language (SQL). This process utilizes OpenAI’s internal API. Since any query can generally be submitted to OpenAI,...
SQL Jobs (formally Scheduled Tasks)
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Warning: The SQL editor used here differs from other SQL editors used within the Asset Manager in that SQL commands and functions such as ALTER, BULK, CREATE,...
Email Delivery
1. Purpose of the Feature The email sending feature in Asset Manager enables automatic bulk emails based on database queries: Recipients are retrieved from a data source. Content (subject line, body text, optional calendar invitation) is dynamically generated...
File Storage
Configuration Starting with version 4.5, the Asset Manager has its own file storage where files can be uploaded. Unlike all other data, these files are not stored in an SQL table, but in the local file system of the server on which the Asset Manager service is...
Integrity Check
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. The objects in the Asset Manager (tables, queries, websites, dashboards, reports, variables, and constants) can, when combined, form a complex structure that ...
Packs
This feature of the Asset Manager is only available if the logged-in user has the Administrator role. Packs within the Asset Manager contain selections of objects from the navigation bar on the left side of the application. They can be used for sharing between...
Track changes
The Asset Manager is capable of detecting and displaying certain changes made by other Asset Manager instances. In the background, it tracks which changes have occurred and suggests appropriate actions. The goal is to alert the user that changes have taken pla...
Control Features
The Asset Manager internally uses controls from the developer . Since describing these functions in detail would go beyond the scope of this documentation, this chapter provides links to the English pages of the manufacturer's documentation. This is the only...