System View
Table of Contents
SD Elements has introduced System View, a feature that enables users to group projects across different Business Units and Applications.
Purpose
The purpose of creating a System View is to consolidate a group of projects, representing a dedicated application or product line. This enables aggregated reporting and, in the future, a more unified view across multiple projects. By providing a system-wide perspective, this functionality helps users analyze and manage related projects more effectively, uncover key insights, identify trends, and enhance decision-making across their organization.
This user guide outlines how to manage a System View and explores its various use cases within SD Elements.
Enable a System View
Before Managing System Views, administrators must enable the feature. In order to use this feature, an administrator will need turn on the System View feature flag via the UI or API. The administrator will need to have the "Turn On Feature Flags" permission to do this.
Prerequisites:
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The user has the permission Organization → Manage features.
Steps:
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Navigate to the System (gear icon) tab.
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Select Features.
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Under System View, Check the System View checkbox.
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Click Save.
The System View feature will be activated and available for use in the SD Elements instance, both via UI and API.
System View Permissions
Once the feature has been enabled within the SD Elements instance, only users with specific permissions will be able to manage this functionality. As this requires access to all projects - users will be required to have 2 specific permissions which allows you to Edit All Projects & View All Business Units.
Prerequisites:
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Global role→ Administrator→ Edit All Projects
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Global role→ Administrator→ View All Business Units
Managing System Views
Users with the appropriate permissions will see a new tab in the navigation panel titled "System View." Clicking this tab redirects them to a dedicated dashboard where they can create and manage System Views.
Creating & Editing System View
Users can manage System View with the API and will also have full access to create and edit a System View in new dashboard page.
To Create a System View:
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Navigate to the System View dashboard.
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Click the Create System View Button at the top right corner
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It will redirect you to a new page where you will be able to add a name, description & select up to 10 projects
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Once ready, click the Create Button & you will be redirected to the System View dashboard page with the newly created System View listed in the table
To Edit a System View:
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Navigate to the System View dashboard.
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Select a desired System View you’d like to edit and click the Edit Button
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You will be redirected to the Edit System View form with details of the existing System View
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Once you have updated the details, click save and it will redirect you to to the System View dashboard page with the new updates
| Users can group a maximum of 10 projects at a time under a System View due to current performance considerations. This limitation will be revisited as performance enhancements are implemented. |
Deleting a System View
In the event you no longer require a System View, you have the option to delete the entry via UI or API. Deleting a System View will not delete the projects themselves.
To Delete a System View:
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Navigate to the System View dashboard.
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Under the desired System View, click the Delete Button.
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You will be asked to confirm the deletion of this view
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Once confirmed, the System View will be deleted and removed from the System View dashboard
Generating Compliance Report for a System View
As of version 2025.1, users can export a Compliance Report for a selected regulation based on the System View created. This report provides insights into how the grouped projects align with the chosen compliance framework.
| Currently, exports are only available in CSV format. |
To generate the report:
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Navigate to the System View dashboard.
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Under the desired System View, click the Export button.
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Select the desired regulation for compliance reporting.
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Click Export.
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The CSV file will automatically download and will be saved to your preferred folder.