Aspen Enterprise Insights Documentation
Getting Started
Workplaces
Introduction
Creating a Workplace
Managing Workplaces
Viewing All Workplaces
Searching
Renaming
Reordering
Deleting
Publishing a Workplace to a Community
Viewing a Workplace Audit log for changes
Pages
Introduction
Adding a new Page to a Workplace
Managing a Page
Viewing
All Pages
Pages on a Workplace
Searching
Renaming
Reordering
Deleting
Adding a Subtab/Subpage
Copy/Moving a Page
Changing the Colour of the Page
Making a page your Homepage
Sharing a Page
Sharing via a notification
Sharing via a link
Publishing a Page to a Community
Viewing the page audit log for changes
Making a Community Page
Resetting a Community Page
Modifying and Publishing a Community Page
Making a Copy of a page
Communities
Introduction
Create a Community
Root Community
Standard Community
Viewing Communities
Manage your Community
Rename
Editing
Description
Tags
Privacy Level/Permissions
Join a Community
Archive a Community
Members in a Community
Viewing Members
Changing Admin Permissions
Changing Creator Permissions
Remove a Member
Invite Users
Viewing Community Workplaces
Viewing Community Pages
Viewing Community Reports
Admin Requests
View Requests - Pending and Historic Requests
Approve Requests
Reject Requests
Viewing Activity Reports
Leaving a Community
Pipelines
Introduction
Viewing Pipelines
Locations
Create a Treenode
Edit Location
Delete a Treenode
Create a Pipeline
Enter Basic Information
Create a Data Flow
Adding Data - Connections
Configuration Options
Column Configurations
Manipulating your data
Outputting your data
Widgets
Creating a New Widget
Managing your Widgets
Managing your Pipelines
Sort Data Feature in Pipelines
Date Strings
Sorting Alphanumeric Data Type
Workflows
Introduction
How to Manage Workflows
Viewing All
Workflow (Operations)
Creating a Workflow
Step 1: WORKFLOW DETAILS
Step 2: RECORD CONFIGURATION
Record Elements
Settings
Automated Triggers
Data Connection
Version Management
Data Signing
Step 3: TABLE VIEW
Select Columns
Configure Columns
Step 4: CARD VIEW
Step 5: IMPORT DATA
STEP 6: DEPLOYMENTS
Need for Treenodes?
STEP 7: ARCHIVING
Viewing your Workflow
Table View
Card View
Locations
Settings Menu
Creating a Workflow record (Using the Create button)
Workflow Data Write-back
Data Objects
Introduction
Viewing Data Objects
Creating Data Objects
Connect to IP.21
Connect to WebAPI
Connect to SQL Server
Managing Data Objects
Editing
Authentication
Password-based Authentication
Windows Authentication (MFA)
No Authentication
Query Types
Read-only
Write
Query Template Metadata Guide (Wiki)
Inputs
Input Specification Options
Name
Order
DefaultValue
Type
Values
ValueQuery
ShownWhen
HiddenWhen
Packaged Solutions
Introduction
Viewing
How to Deploy
Completing Basic Information
Assigning to a Community
Configuring relevant Data Objects/Acquisitions
How to access Deployed Solutions
Building a Packaged Solution
User Profile
User Session Management
User last logged in information
Authentication Log
Active sessions
Revoke sessions
Expired sessions
Invalid Sign-in/Failed Login
Session Timeout
Release Notes
2022-08-18
Defect Remediation
2022-07-12
Features and Improvements
Esigature status and workflow visibility conditions
2022-05-10
Defect Remediation
New Display Style Components
2022-05-05
Defect Remediation
Data Writebacks in Pipelines
2022-05-03
Features and Improvements
Data Writebacks - Table
General Display
2022-04-06
Features and Improvements
Esignature data to be available in pipelines
Ability to calculate a date based on another date +/- a number of days
Defect Remediation
Workflows
2021-12-01
Features and Improvements
Supporting Nested Data from JSON and XML
Workflow Record Tamper Proofing
Defect Remediation
Workflows
Login Notification
2021-10-04
Features and Improvements
Defect Remediation
2021-09-09
Features and Improvements
Defect Remediation
2021-08-23
Features and Improvements
Defect Remediation
Other Remediation
2021-07-05
Features and Improvements
Defect Remediation
Security Remediation
2021-06-07
Features and Improvements
Defect Remediation
2021-04-23
Defect Remediation
2021-04-06
Defect Remediation
2021-03-29
Features and Improvements
Defect Remediation
2021-03-23
Features and Improvements
2021-03-15
Features and Improvements
Defect Remediation
2021-03-09
Features and Improvements
2021-02-16
Features and Improvements
Defect Remediation
2021-02-08
Features and Improvements
Defect Remediation
2021-02-05
Defect Remediation
2021-02-01
Defect Remediation
2021-01-11
Features and Improvements
Defect Remediation
Developer's Corner
Server Types
IP.21
Prerequisites
Create a Connection to your local IP.21 installation
Setting up a Query Template for the IP.21 Data Object
Example 1
Example 2
Example 3
Example 4
Viewing your data from IP.21 in Pipelines
WebAPI
Prerequisites
Create a Connection to the WebAPI service
Setting up a Query Template for your WebAPI Data Object
Example 1
Example 2
Viewing data from the WebAPI in Pipelines
PDRest
Prerequisites
Create a Connection to the PDRest service
Setting up a Query Template for your PDRest Data Object
Example 1
Example 2
Viewing your data from the PDRest service in Pipelines
OData
Prerequisites
Create a Connection to the OData service
Setting up a Query Template for your OData Data Object
Example 1
Example 2
Viewing your data from the OData service in Pipelines
More OData syntax
Aspen Enterprise Insights Documentation
»
Table of Contents
Table of Contents
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Getting Started
Workplaces
Pages
Communities
Pipelines
Workflows
Data Objects
Packaged Solutions
User Profile
Release Notes
2022-08-18
2022-07-12
2022-05-10
2022-05-05
2022-05-03
2022-04-06
2021-12-01
2021-10-04
2021-09-09
2021-08-23
2021-07-05
2021-06-07
2021-04-23
2021-04-06
2021-03-29
2021-03-23
2021-03-15
2021-03-09
2021-02-16
2021-02-08
2021-02-05
2021-02-01
2021-01-11
Developer's Corner
Server Types
IP.21
WebAPI
PDRest
OData