GITBOOK-549: interim 2.8.5

visualbis · Aug 29, 2024 · 00d6d45 · 00d6d45
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diff --git a/SUMMARY.md b/SUMMARY.md
@@ -136,6 +136,7 @@
       * [Data Settings](working-with-inforiver/12.-data-writeback/settings/data-settings.md)
       * [Destination Settings](working-with-inforiver/12.-data-writeback/settings/destination-settings.md)
       * [Writeback security settings](working-with-inforiver/12.-data-writeback/settings/writeback-security-settings.md)
+      * [Writeback time-out & batch size settings](working-with-inforiver/12.-data-writeback/settings/writeback-time-out-and-batch-size-settings.md)
       * [Advanced Settings](working-with-inforiver/12.-data-writeback/settings/advanced-settings.md)
     * [Destinations](working-with-inforiver/12.-data-writeback/destinations/README.md)
       * [Azure SQL (Managed DB)](working-with-inforiver/12.-data-writeback/destinations/azure-sql-managed-db.md)
@@ -168,7 +169,8 @@
     * [Inforiver deployments in Power BI pipeline setup](working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/inforiver-deployments-in-power-bi-pipeline-setup.md)
     * [Safe procedures for copying Writeback Matrix visuals](working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/safe-procedures-for-copying-writeback-matrix-visuals.md)
     * [Recommended practices while working with Power BI desktop](working-with-inforiver/15.-managing-inforiver-writeback-matrix-visuals/recommended-practices-while-working-with-power-bi-desktop.md)
-* [Admin console](admin-console/README.md)
+* [Admin Console](admin-console/README.md)
+  * [Manage Profile](admin-console/manage-profile.md)
   * [User management](admin-console/user-management.md)
   * [Settings](admin-console/settings/README.md)
     * [General](admin-console/settings/general.md)
@@ -179,8 +181,7 @@
     * [Writeback](admin-console/settings/writeback.md)
     * [Managed DB](admin-console/settings/managed-db.md)
     * [Assets](admin-console/settings/assets.md)
-  * [Onboard actions](admin-console/onboard-actions.md)
-  * [Manage Profile](admin-console/manage-profile.md)
+  * [Onboarding actions](admin-console/onboarding-actions.md)
 * [Display settings](display-settings/README.md)
   * [General settings](display-settings/general-settings.md)
   * [Hierarchy settings](display-settings/hierarchy-settings.md)

diff --git a/accessibility-shortcut-keys.md b/accessibility-shortcut-keys.md
@@ -16,23 +16,23 @@ Report users can leverage the extensive range of keyboard shortcut keys for effo
 
 ## 4. Row Selection
 
-<table><thead><tr><th width="291">Action</th><th width="237">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>First Row</td><td>Alt + R + 1</td><td>Ctrl + R + 1</td></tr><tr><td>Second Row</td><td>Alt + R + 2</td><td>Ctrl + R + 2</td></tr><tr><td>Third Row</td><td>Alt + R + 3</td><td>Ctrl + R + 3</td></tr><tr><td>Fourth Row</td><td>Alt + R + 4</td><td>Ctrl + R + 4</td></tr><tr><td>Fifth Row</td><td>Alt + R + 5</td><td>Ctrl + R + 5</td></tr><tr><td>Sixth Row</td><td>Alt + R + 6</td><td>Ctrl + R + 6</td></tr><tr><td>Seventh Row</td><td>Alt + R + 7</td><td>Ctrl  + R + 7</td></tr><tr><td>Eighth Row</td><td>Alt + R + 8</td><td>Ctrl  + R + 8</td></tr><tr><td>Ninth Row</td><td>Alt + R + 9</td><td>Ctrl  + R + 9</td></tr></tbody></table>
+<table><thead><tr><th width="293">Action</th><th width="233">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>First Row</td><td>Alt + R + 1</td><td>Ctrl + R + 1</td></tr><tr><td>Second Row</td><td>Alt + R + 2</td><td>Ctrl + R + 2</td></tr><tr><td>Third Row</td><td>Alt + R + 3</td><td>Ctrl + R + 3</td></tr><tr><td>Fourth Row</td><td>Alt + R + 4</td><td>Ctrl + R + 4</td></tr><tr><td>Fifth Row</td><td>Alt + R + 5</td><td>Ctrl + R + 5</td></tr><tr><td>Sixth Row</td><td>Alt + R + 6</td><td>Ctrl + R + 6</td></tr><tr><td>Seventh Row</td><td>Alt + R + 7</td><td>Ctrl  + R + 7</td></tr><tr><td>Eighth Row</td><td>Alt + R + 8</td><td>Ctrl  + R + 8</td></tr><tr><td>Ninth Row</td><td>Alt + R + 9</td><td>Ctrl  + R + 9</td></tr><tr><td>Multi-select Rows</td><td>Alt + M</td><td>Ctrl + M</td></tr></tbody></table>
 
 ## 5. Column Selection
 
-<table><thead><tr><th width="302">Action</th><th width="224">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>First Column</td><td>Alt + C + 1</td><td>Ctrl  + C + 1</td></tr><tr><td>Second Column</td><td>Alt + C + 2</td><td>Ctrl  + C + 2</td></tr><tr><td>Third Column</td><td>Alt + C + 3</td><td>Ctrl  + C + 3</td></tr><tr><td>Fourth Column</td><td>Alt + C + 4</td><td>Ctrl + C + 4</td></tr><tr><td>Fifth Column</td><td>Alt + C + 5</td><td>Ctrl + C + 5</td></tr><tr><td>Sixth Column</td><td>Alt + C + 6</td><td>Ctrl + C + 6</td></tr><tr><td>Seventh Column</td><td>Alt + C + 7</td><td>Ctrl + C + 7</td></tr><tr><td>Eighth Column</td><td>Alt + C + 8</td><td>Ctrl + C + 8</td></tr><tr><td>Ninth Column</td><td>Alt + C + 9</td><td>Ctrl + C + 9</td></tr></tbody></table>
+<table><thead><tr><th width="296">Action</th><th width="233">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>First Column</td><td>Alt + C + 1</td><td>Ctrl  + C + 1</td></tr><tr><td>Second Column</td><td>Alt + C + 2</td><td>Ctrl  + C + 2</td></tr><tr><td>Third Column</td><td>Alt + C + 3</td><td>Ctrl  + C + 3</td></tr><tr><td>Fourth Column</td><td>Alt + C + 4</td><td>Ctrl + C + 4</td></tr><tr><td>Fifth Column</td><td>Alt + C + 5</td><td>Ctrl + C + 5</td></tr><tr><td>Sixth Column</td><td>Alt + C + 6</td><td>Ctrl + C + 6</td></tr><tr><td>Seventh Column</td><td>Alt + C + 7</td><td>Ctrl + C + 7</td></tr><tr><td>Eighth Column</td><td>Alt + C + 8</td><td>Ctrl + C + 8</td></tr><tr><td>Ninth Column</td><td>Alt + C + 9</td><td>Ctrl + C + 9</td></tr></tbody></table>
 
 ## 6. Toolbar View Shortcuts
 
-<table><thead><tr><th width="308">Action</th><th width="223">Key for Windows</th><th>Keys for Mac</th></tr></thead><tbody><tr><td>Toggle to full view of toolbar</td><td>Ctrl + Shift + F</td><td>Cmd + Shift + F</td></tr><tr><td>Toggle to minimal view of toolbar</td><td>Ctrl + Shift + M</td><td>Cmd + Shift + M</td></tr><tr><td>Multi-select Rows</td><td>Alt + M</td><td>Ctrl + M</td></tr></tbody></table>
+<table><thead><tr><th width="298">Action</th><th width="232">Key for Windows</th><th>Keys for Mac</th></tr></thead><tbody><tr><td>Toggle to full view of toolbar</td><td>Ctrl + Shift + F</td><td>Cmd + Shift + F</td></tr><tr><td>Toggle to minimal view of toolbar</td><td>Ctrl + Shift + M</td><td>Cmd + Shift + M</td></tr></tbody></table>
 
 ## 7. Quick Formatting
 
-<table><thead><tr><th width="311">Action</th><th width="227">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>Open Quick Format menu</td><td>Alt + N + 0</td><td>Ctrl + N + 0</td></tr><tr><td>Uniform</td><td>Alt + N + 1</td><td>Ctrl + N + 1</td></tr><tr><td>Default/Measure Level</td><td>Alt + N + 2</td><td>Ctrl + N + 2</td></tr><tr><td>Auto</td><td>Alt + N + 3</td><td>Ctrl + N + 3</td></tr><tr><td>Native</td><td>Alt + N + 4</td><td>Ctrl + N + 4</td></tr></tbody></table>
+<table><thead><tr><th width="299">Action</th><th width="227">Keys for Windows</th><th width="150">Keys for Mac</th></tr></thead><tbody><tr><td>Open Quick Format menu</td><td>Alt + N + 0</td><td>Ctrl + N + 0</td></tr><tr><td>Uniform</td><td>Alt + N + 1</td><td>Ctrl + N + 1</td></tr><tr><td>Default/Measure Level</td><td>Alt + N + 2</td><td>Ctrl + N + 2</td></tr><tr><td>Auto</td><td>Alt + N + 3</td><td>Ctrl + N + 3</td></tr><tr><td>Native</td><td>Alt + N + 4</td><td>Ctrl + N + 4</td></tr></tbody></table>
 
 ## 8. Number Scaling and Formatting
 
-<table><thead><tr><th width="315">Action</th><th width="226">Key for Windows</th><th width="150">Key For Mac</th></tr></thead><tbody><tr><td>Open Number Scaling menu</td><td>Alt + S + 0</td><td>Ctrl + S + 0</td></tr><tr><td>None</td><td>Alt + S + 1</td><td>Ctrl + S + 1</td></tr><tr><td>Auto</td><td>Alt + S + 2</td><td>Ctrl + S + 2</td></tr><tr><td>Thousands</td><td>Alt + S + 3</td><td>Ctrl + S + 3</td></tr><tr><td>Lakhs*</td><td>Alt + S + 4</td><td>Ctrl + S + 4</td></tr><tr><td>Millions</td><td>Alt + S + 5</td><td>Ctrl + S + 5</td></tr><tr><td>Crores*</td><td>Alt + S + 6</td><td>Ctrl + S + 6</td></tr><tr><td>Billions</td><td>Alt + S + 7</td><td>Ctrl + S + 7</td></tr><tr><td>Trillions</td><td>Alt + S + 8</td><td>Ctrl + S + 8</td></tr><tr><td>Show the values in %</td><td>Ctrl + Shift + %</td><td>Cmd + Shift + %</td></tr><tr><td>Increase Decimal</td><td>Alt + H + 0</td><td>Ctrl + H + 0</td></tr><tr><td>Decrease Decimal</td><td>Alt + H + 9</td><td>Ctrl + H + 9</td></tr></tbody></table>
+<table><thead><tr><th width="300">Action</th><th width="226">Key for Windows</th><th width="150">Key For Mac</th></tr></thead><tbody><tr><td>Open Number Scaling menu</td><td>Alt + S + 0</td><td>Ctrl + S + 0</td></tr><tr><td>None</td><td>Alt + S + 1</td><td>Ctrl + S + 1</td></tr><tr><td>Auto</td><td>Alt + S + 2</td><td>Ctrl + S + 2</td></tr><tr><td>Thousands</td><td>Alt + S + 3</td><td>Ctrl + S + 3</td></tr><tr><td>Lakhs*</td><td>Alt + S + 4</td><td>Ctrl + S + 4</td></tr><tr><td>Millions</td><td>Alt + S + 5</td><td>Ctrl + S + 5</td></tr><tr><td>Crores*</td><td>Alt + S + 6</td><td>Ctrl + S + 6</td></tr><tr><td>Billions</td><td>Alt + S + 7</td><td>Ctrl + S + 7</td></tr><tr><td>Trillions</td><td>Alt + S + 8</td><td>Ctrl + S + 8</td></tr><tr><td>Show the values in %</td><td>Ctrl + Shift + %</td><td>Cmd + Shift + %</td></tr><tr><td>Increase Decimal</td><td>Alt + H + 0</td><td>Ctrl + H + 0</td></tr><tr><td>Decrease Decimal</td><td>Alt + H + 9</td><td>Ctrl + H + 9</td></tr></tbody></table>
 
 \*Not Applicable
 
@@ -58,7 +58,7 @@ Report users can leverage the extensive range of keyboard shortcut keys for effo
 
 ## 14. Other Inforiver Actions
 
-<table><thead><tr><th width="307">Action</th><th width="224">Key for Windows</th><th width="150">Key For Mac</th></tr></thead><tbody><tr><td>Add Comment</td><td>Ctrl + M</td><td>Cmd + M</td></tr><tr><td>Total</td><td>Alt + D</td><td>Ctrl + D</td></tr><tr><td>Find Top N</td><td>Alt + N + R</td><td>Ctrl + N + R</td></tr><tr><td>Add Prefix/Suffix</td><td>Alt + J</td><td>Ctrl + J</td></tr><tr><td>Create Advanced/Nested Filter</td><td>Alt + V</td><td>Ctrl + V</td></tr><tr><td>Group</td><td>Alt + W</td><td>Ctrl + W</td></tr><tr><td>Export to PDF</td><td>Alt + P</td><td>Ctrl + P</td></tr><tr><td>Export to Excel</td><td>Alt + X + L</td><td>Ctrl + X + L</td></tr><tr><td>Quick Access Shortcuts Help</td><td>Ctrl + F</td><td>Cmd + F</td></tr><tr><td>Export Config in json</td><td>Ctrl + G</td><td>Cmd + G</td></tr><tr><td>Border Style</td><td>Ctrl + L</td><td>Cmd + L</td></tr><tr><td>Navigation Menu</td><td>Alt + B</td><td>Ctrl + B</td></tr><tr><td>Sign Type Toggle</td><td>Alt + O</td><td>Ctrl + O</td></tr><tr><td>Insert Row Menu</td><td>Alt + R</td><td>Ctrl + R</td></tr><tr><td>Insert Column Menu</td><td>Alt + Z</td><td>Ctrl + Z</td></tr><tr><td>Audit Menu</td><td>Alt + U</td><td>Ctrl + U</td></tr><tr><td>Add Note</td><td>Shift + F2</td><td>Shift + F2</td></tr><tr><td>Reset All Changes</td><td>Ctrl + Shift + H</td><td>Cmd + Shift + H</td></tr></tbody></table>
+<table><thead><tr><th width="307">Action</th><th width="224">Key for Windows</th><th width="150">Key For Mac</th></tr></thead><tbody><tr><td>Add Comment</td><td>Ctrl + M</td><td>Cmd + M</td></tr><tr><td>Post Comment</td><td>Ctrl + Enter</td><td>Cmd + Enter</td></tr><tr><td>Open Comments Panel</td><td>Alt + S + P</td><td>Ctrl + S + P</td></tr><tr><td>Close Comments Panel</td><td>Esc</td><td>Esc</td></tr><tr><td>Display the added comment in a cell</td><td>Shift + F3</td><td>Shift + F3</td></tr><tr><td>Assign a user</td><td>Tab/Alt + A + U</td><td>Tab/ Ctrl + A+ U</td></tr><tr><td>Add Note</td><td>Shift + F2</td><td>Shift + F2</td></tr><tr><td>Add Prefix/Suffix</td><td>Alt + J</td><td>Ctrl + J</td></tr><tr><td>Open Top N Filter</td><td>Alt + N + R</td><td>Ctrl + N + R</td></tr><tr><td>Create Advanced/Nested Filter</td><td>Alt + V</td><td>Ctrl + V</td></tr><tr><td>Create Group</td><td>Alt + W</td><td>Ctrl + W</td></tr><tr><td>Export to PDF</td><td>Alt + P</td><td>Ctrl + P</td></tr><tr><td>Export to Excel</td><td>Alt + X + L</td><td>Ctrl + X + L</td></tr><tr><td>Export Config</td><td>Ctrl + G</td><td>Cmd + G</td></tr><tr><td>Border Style</td><td>Ctrl + L</td><td>Cmd + L</td></tr><tr><td>Change Layout Style</td><td>Alt + B</td><td>Ctrl + B</td></tr><tr><td>Invert Sign</td><td>Alt + O</td><td>Ctrl + O</td></tr><tr><td>Insert Quick Formula</td><td>Alt + Z</td><td>Ctrl + Z</td></tr><tr><td>Open Audit Log</td><td>Alt + U</td><td>Ctrl + U</td></tr><tr><td>Reset All Changes</td><td>Ctrl + Shift + H</td><td>Cmd + Shift + H</td></tr><tr><td>Quick Access Shortcuts Help</td><td>Ctrl + F</td><td>Cmd + F</td></tr></tbody></table>
 
 ## 15. Writeback Shortcuts
 

diff --git a/admin-console/README.md b/admin-console/README.md
@@ -1,14 +1,19 @@
-# Admin console
+# Admin Console
 
-Inforiver provides an intuitive, slick, and user-friendly interface for managing and administering schedules, user management, configuring admin writeback connections, and more which are covered in the following sections:&#x20;
+The Inforiver console along with the admin portal provides an intuitive, sleek, and user-friendly interface for managing and administering schedules, configuring admin writeback connections, writeback settings, user management, asset management, and more.
 
-1. **User management** - You can configure the workspace permissions, and user roles and manage the user details. To learn more, refer to [user management](user-management.md).
-2. **Settings** - You can configure the admin writeback connections, Inforiver managed DB, and usage of assets. To learn more, refer to [settings](settings/).
-3. **Onboarding actions** - You can manage users details and configure the consents, and writeback/sync settings. To learn more, refer to [onboarding actions](onboard-actions.md).
-4. **Manage Profile** - You can view and manage your integrations, connections and license details from your profile page. Refer to [this page](manage-profile.md) to learn more.
+1. The **Inforiver console** has options to manage your profile, users' details, subscriptions, export writeback logs, metrics, reports and review/configure onboarding actions.
+2. The **Admin Portal** contains exclusive configuration options for workspace admins, such as user management and other important settings, including general settings, forecast settings, asset management, writeback settings, uploading holiday calendar, and configuring API tokens for subscriptions.
 
-You can also see the build version and time of the build in the admin console. To see the build time, hover over the build version.\
+<figure><img src="../.gitbook/assets/image (1).png" alt=""><figcaption><p>Inforiver console - Admin Portal</p></figcaption></figure>
 
+This section is organized as follows:
 
-<figure><img src="../.gitbook/assets/image (549).png" alt=""><figcaption><p>View the build details</p></figcaption></figure>
+1. **Manage Profile** -The 'My Profile' section in the Inforiver workspace allows you to view and manage your profile, integrations, writeback connections, and license details. Refer to [this page](manage-profile.md) to learn more.
+2. **User management** - As an admin, you can configure the workspace permissions, user roles and manage the user details. To learn more, refer to [user management](user-management.md).
+3. **Settings** - You can configure the admin writeback connections, Inforiver managed DB, usage of assets, and other settings. To learn more, refer to [settings](settings/).
+4. **Onboarding actions** - You can review and manage users' details, configure the consents, and writeback/sync settings. To learn more, refer to [onboarding actions](onboarding-actions.md).
 
+To see the build version and time in the console, hover over the build version.
+
+<figure><img src="../.gitbook/assets/image (930).png" alt=""><figcaption><p>View the build details</p></figcaption></figure>
diff --git a/admin-console/manage-profile.md b/admin-console/manage-profile.md
@@ -12,15 +12,15 @@ Click on My Profile -> Rename Workspace to rename the workspace.
 
 ### 2. Manage Integrations
 
-Integrating Inforiver with other applications allows it to list and upload files to them. You can connect or disconnect the applications from 'My Integrations' page. You can also manage them from the Onboard actions section, as explained [here](onboard-actions.md).
+Integrating Inforiver with other applications allows it to list and upload files to them. You can connect or disconnect the applications from 'My Integrations' page. You can also manage them from the Onboard actions section, as explained [here](onboarding-actions.md).
 
 If there are any interruptions in writeback or data retrieval from these applications, you can check the status of the connection from this page and disconnect and reconnect as needed.
 
 <figure><img src="../.gitbook/assets/image (2) (16).png" alt=""><figcaption><p>My Integrations</p></figcaption></figure>
 
 ### 3. Manage Connections
 
-Clicking on 'My Connections' displays a list of writeback connections you have created. To know more about adding and managing new connections, please refer to [this page](settings/writeback.md#id-1.-connections). You can also edit or delete your added connections from this page using the icons below.
+Clicking on 'My Connections' displays a list of writeback connections you have created. To know more about adding and managing new connections, please refer to [this page](settings/writeback.md#id-1.-connections). You can also edit or delete your added connections using the icons highlighted below.
 
 <figure><img src="../.gitbook/assets/image (3) (15).png" alt=""><figcaption><p>My Connections</p></figcaption></figure>