iObeya Administration Guide
Content
iObeya Administration Guide
About the Administration Guide
Introduction
Accessing the iObeya Administration Interface
Configuring Your iObeya Platform
Configuring Your License
Changing/Saving the License
Checking Information Concerning the License
Configuring Domains
Configuring Authentication
Creating a New Authentication Policy
Adding and Configuring an Authentication Mechanism
Changing Your Authentication Policy
Downloading and Importing an Authentication Policy
Managing the Password Policy
Defining the Password Policy Option
Defining the Forgot Password Section
Configuring Email Notifications
Defining the Mail Server in iObeya
Testing Email Settings
Configuring Email Templates
Configuring the Email Default Language
Consulting and Emptying the Email Queue
Configuring Jobs
OAuth Client: Applications Accessible From iObeya
Configuring External Applications in iObeya
Configuring the iObeya Application in an External Application (Jira Example)
API
Configuring Source Connectors
Configuring CORS (Cross-Origin Resource Sharing)
OAuth Server
Managing Add-Ons
Installing an Add-On
Enabling an Add-On
Updating an Add-On
Accessing an Add-On Configuration
Disabling an Add-On
Uninstalling an Add-On
Managing Personnal Access Tokens
Customizing Your Platform
Introduction
Customizing the Home Page Logo
Changing the Logo
Restoring the Default Logo
Customizing the Backgrounds Catalog
Adding a Category
Managing Categories
Creating a Board Background
Adding a Board Background
Managing Board Backgrounds
Publishing Announcements
Creating a New Announcement
Managing Announcements
Publishing Platform Help Links
Creating a New Platform Help Link
Managing Platform Help Links
Configuring External Sources
Creating a whitelist of allowed domains
Managing Users and Groups
Introduction
Creating Users
Creating a New Local User
Synchronizing Users From Your Enterprise Directory
Bulk Import of Users
Managing Users
Editing a User
Viewing User Information
Managing the Password of a Local User
Deleting a User
Creating Groups
Welcome group
Creating a New Local Group
Synchronizing a Group From Your Enterprise Directory
Managing Groups
Managing Group Members
Editing a Group
Deleting a Group
Managing Domains and Rooms
Introduction
Creating a New Domain
Managing a Domain
Editing a Domain
Managing Domain Help Links
Managing Room Templates
Archiving a Domain
Unarchiving a Domain
Deleting a Domain
Creating a New Room
Managing a Room
Searching for Rooms
Editing a Room
Moving a Room From a Domain to Another
Converting a Trial Room into a Permanent Standard Room
Archiving a Room
Unarchiving a Room
Deleting a Room
Exporting/Importing a Room
Exporting Rooms
Importing Rooms
Managing Permissions
Introduction
Permissions Reminder
Managing Global Permissions
Managing Permissions for a Domain
Adding a User or a Group to a Domain
Managing Permissions for a Domain
Managing Permissions for a Room
Adding a User or a Group to a Room
Managing Permissions for a Room
Tracking Permission Changes
Accessing Platform Information
Introduction
Accessing Administrative Logs
Accessing System Information
Accessing Platform Analytics
Board Preview Add-on
Configure Board Preview
Jira Add-On
Configuring the Jira Add-On
Technical Requirements
Prerequisites
Supported Platforms
Supported configurations
Configuring Jira connector with OAuth 1
Generating an RSA Public/Private Key Pair
Adding a new Application type in iObeya
Adding an instance in iObeya
Configuring iObeya in Jira
Testing the Jira connector in iObeya
Configuring Jira connector with OAuth 2.0
Configuring iObeya in Jira
Adding an Jira instance in iObeya
Finalizing configuration of application links in Jira
Testing the Jira connector in iObeya
Jira Card Configuration
Necessary permissions in Jira to perform actions
Supported Fields
Supported System Default Fields
Supported Custom Fields
Azure DevOps Add-On
Technical Requirements
Supported Platforms
Azure DevOps Server:
Azure DevOps Services:
Azure DevOps application configuration
Add Azure DevOps application to iObeya
Add an application instance
Authentification
QCD Add-on
Configuration de la plateforme
Visualisation et édition de la configuration
DCM Add-on
1. Backend administration
1.1. Job
1.2. Viewing and editing configuration settings
SharePoint Add-on
OAuth 2.0 Configuration
Introduction
Registering iObeya in Your Office 365 Tenant
Defining the Scope
Configuring External Applications in iObeya
Configuring the SharePoint Application from Azure AD
Configuring the SharePoint Add-On to Use OAuth 2.0
Configuring External Sources
Adding a New Source
Adding Your Source
Configuring the Source
Configuring the Update Policy
Granting Access to a Source
Managing Your External Sources
Editing a Source
Deleting a Source
administration
iObeya Administration Guide
¶
Table of content
About the Administration Guide
Introduction
Accessing the iObeya Administration Interface
Configuring Your iObeya Platform
Configuring Your License
Configuring Domains
Configuring Authentication
Managing the Password Policy
Configuring Email Notifications
Configuring Jobs
OAuth Client: Applications Accessible From iObeya
API
Managing Add-Ons
Customizing Your Platform
Introduction
Customizing the Home Page Logo
Customizing the Backgrounds Catalog
Publishing Announcements
Publishing Platform Help Links
Configuring External Sources
Creating a whitelist of allowed domains
Managing Users and Groups
Introduction
Creating Users
Managing Users
Creating Groups
Managing Groups
Managing Domains and Rooms
Introduction
Creating a New Domain
Managing a Domain
Creating a New Room
Managing a Room
Exporting/Importing a Room
Managing Permissions
Introduction
Permissions Reminder
Managing Global Permissions
Managing Permissions for a Domain
Managing Permissions for a Room
Tracking Permission Changes
Accessing Platform Information
Introduction
Accessing Administrative Logs
Accessing System Information
Accessing Platform Analytics