Common Configuration Buttons
Configurations that are created in the platform share a button bar that allows interactions and operations to be accessed. These common configuration buttons apply to all configuration types except Workflows. Some configuration types may have additional buttons, and those are described in detail in each separate section of the documentation. For more information, see the documentation for each configuration type.
Note!
Save prompt behavior
Each configuration stores data internally in a serialized format. When you enter or exit Edit mode, the system captures the current state of this data and compares it to identify changes. Updates, including bug fixes or new features, can change the internal format. After a version upgrade, the system might prompt you to save when you open a configuration in Edit mode, even if you do not see any visible changes in the user interface. The system does this to update the configuration to match the latest internal format.
A workflow configuration contains several individual configurations, for example, agent configurations and workflow properties configurations. Because of this structure, you might receive multiple Save prompts if you open different configurations from the Workflow Template in Edit mode at different times.
Changes to individual configurations is relatively rare when systems are only a few versions apart. However, you might see more Save prompts when you import configurations from MediationZone version 8.3 to version 9.0 and above, because of major architectural changes between versions.
Button | Description |
|---|---|
 Edit | Click this button to edit the configuration. Note! Each configuration will only allow 1 user to edit it at any one time. While editing the configuration, it will be locked to the user's session. To release the lock, you must navigate away from the configuration to another page. It is advised not to close the browser tab without navigating away from the configuration first as this will cause the lock to stay in place until timeout. |
New | Click this button to create a new configuration of the same type. |
Open | Click this button to open another configuration. |
Save | Click this button to save changes to an existing configuration. |
Save As | Click this button to open the Save As dialog where you can select in which folder you want to save the configuration and enter the name you want to save it as. |
Permissions | Click this button to define permissions for the configuration. |
Validate | Click this button to check if the configuration is valid. |
References | Click this button to see which other configurations the configuration uses, or is used by. |
History | Click this button to view the version history of the configuration. |
Open Dialog
See the different tabs below for examples of the Open, Save As, Permissions, References, and History dialogs when using the previous buttons in the table above.
This window is displayed when the users click the Open button in the configurations screen. It allows previously saved configurations to be loaded in the current instance. – the name permissions and owner are displayed in individual rows.
You can use the Filter Name field to easily find a given instance.
Save As Dialog
This window is displayed when the users click the Save As button in the configurations screen. It allows the current configuration to be saved to a designated folder.
You assign a Name and an optional version comment in the fields, as well as encrypt your workflow.
Permission Dialog
This window is displayed when the users click the Permissions button in the configurations screen. It is used to set individual permissions based on the users' role – the owner itself, and the associated access groups in both read, write and execute permissions.
The Browser options allow the users to select the designated user from a dialog box called User Selection.
Reference Viewer
This dialog is displayed when you click References in a Configuration screen.
It has three tabs that show the configurations used by the current one, the configurations that the current one is using and the users who have access to these references.
Tab name | Description |
|---|---|
Used By | lists all references that are currently used in the configuration. Right-click on an item to view its configuration. Hint! |
Uses | Lists the configurations used by the current configuration. |
Access | Shows the User groups that have access to these references. |
History Dialog
This window is displayed when the users click the History button in the Configuration screen.
It shows the available Version digit, the Modified date, Modified by, and the Comment which lists an optional comment for the listed version.