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You can view information about Phocas users at a system-wide level or on an individual basis. Exactly what information you can see will depend on your administration profile.

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As an administrator you can see individual user activity in Phocas or, if you have permission, you can

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Monitoring individual activity

This option is useful if you want to check that an individual is using the Phocas product as expected. You can get an overview from the user maintenance form of someoneview user system-wide activity.

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View an individual user's activity

The user maintenance form shows you a user's activity over a selected period of days, months or a year, see what queries they have made and including queries any changes to their permissions, password, user group and so on.From the administration module, select

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Select a name to open the user maintenance form for that user, then choose from the Usage, Query or Audit tab. See:

Accessing a system-wide audit log

 

Administrators with permission can access a system-wide log of significant changes to user accounts from the Audit log. Not all administrators have access to view the audit log. Administrators logged in as the 'phocas' user can give other administrators permission to access the audit log via Manage user profiles.

From the Administration module select Image Modified > Audit to open the audit form. See:

Administrators can keep track of individual user activity via the following methods using the user maintenance form. Depending on your profile, not all of these options may be available.

If you have administrator permission you can monitor individual user activity from the 

Then choose from the Usage, Query or Audit tabs on the user maintenance formDepending on your profile, not all of these options may be available. 

To access user activity data:

Select a name to open the user maintenance form for that user and then select the required tab. 



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Usage 

The Usage tab shows a simple column chart with the number of queries that a user makes each day, excluding dashboard queries. This is ideal for checking that a user is using the product.  

 

  • You can filter by database from the Database menu. 
  • You can choose to view activity for 28 days, 3 months, 6 months or 12 months from the Period menu.
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Query logs 

If 'Detailed Logs' has been enabled, every query that a user executes will be recorded. These details can be accessed via the Query Logs tab. 

  • The log includes the date/time, the database, mode, dimension, period, any selections made and whether the result was shown as a chart or grid. 
  • Purge permanently deletes all recorded events.
  • Refresh re-queries the log and reloads the page.Image Removed

To enable detailed query logs

Audit page

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All significant changes to user accounts are recorded in the Audit page of the User maintenance form. This data is recorded automatically and is captured at a database level, so any changes made outside of the application 'through the back door' are also recorded. The date/time of the event is included. An example audit screen is shown below.

The user-related events that are audited are:

  • CREATED: Records details about creation of a new user.
  • UPDATED: Changes to password, administrator, group, territory and profile. For all except password, the old and new values are retained.
  • DATABASE ADDED: Shows the physical database name and the restriction, if any, that applied. 
  • DATABASE UPDATED: Changes to a user's database settings. Records the physical database and the details of the restriction.
  • DATABASE DELETED: Records the database name that was removed from a user. Note: The database isn't deleted; it is just removed from the user's available list of databases. It will still be available to other users.

Details of the 'From' and 'To' fields are truncated at 50 characters; for a detailed view of the change click on the 'From' or 'To' link. This opens a screen with more information, shown below.

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Advanced administrators with permission can also access a system-wide log of significant changes to user accounts (see Audit log in 'Implementations' guide - restricted access).

 

Accessing a system-wide audit log

Administrators with permission can access a system-wide log of significant changes to user accounts from the Audit log. Not all administrators have access to view the audit log. Administrators logged in as the 'phocas' user can give other administrators permission to access the audit log via Manage user profiles.

From the Administration module select Image Added > Audit to open the audit form. See:

 

 

 

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titleRelated articles

Configuration, User maintenance form, Managing users