System Management

System Management

Piloting is accessible in the Constellio navigation menu. It allows the management and control of the filing space, the creation of tools related to document management as well as the configuration of system options. The piloting options are grouped into two sections: the control of the classification space and the control of the system. A brief overview of each option is discussed in this article. Depending on a customer's choices and needs, the options visible on the screen may vary. 

The management of the system makes it possible to modify, according to the needs of an organization, the configurations of the system, to manage the collections (classification spaces), to manage the additional modules, to carry out different imports and exports and finally, to make updates and analyses of the system.

1. Configurations

The "Configuration" option in the system control gives access to a list of parameters related to certain features of the application, including advanced functions, agent, downgrading, viewing folders (trees) and several other parameters. For more information, see the article "Configurations."

2. LDAP Directory

It is possible to synchronize Constellio users with your company directory. Constellio user names and passwords will then be managed by this directory. Role and security management can also be administered directly in Constellio. For more information, see the article "Synchronization LDAP."

3. Manage collections

Use this option to create, edit, and delete collections. For more information, see the article "Collections."

4. Manage plugins

Allows you to manage the different modules available in Constellio.

5. Import users

Allows users to be imported into Constellio using an XML or Excel file, possible only if the system does not use an LDAP directory. For more information, see the article "Importing users."

6. Import groups

Allows group import into Constellio using an XML or Excel file. 

7. Import configurations

This option allows you to import different system configurations.

8. Exporting Data

Exporting data allows the export of elements identified by its ID, the export of data, tools and logs from Constellio.

9. Update Centre

Allows you to manually update Constellio, which allows you to restart, restart and reindex the system and finally, upload a license. 

10. System check

Allows you to run a system scan, perform a scan and repair the system, thus repairing some of Constellio's data integrity issues. This option also allows you to get all the information about items related to a particular element of the system identified with its ID.

11. Manage Licenses

License management allows you to identify which users or groups have a license for your plugins. This allows you to manage license distributions in your organization based on the number you own. For more information, see the article "License management."