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Admin Panel

Access the Istari Digital Admin Panel from the sidebar menu. The Admin Panel provides access to several management features:

  • Users – View, edit, deactivate organization users profile and role and manage function access.
  • Configure Agents – Generate an Agent personal access token.
  • Agent Management – View Agent details and modules.
  • Control Tags – Manage Info Security control tags for your organization.
  • App Integrations – Manage integrations with 3rd party apps.
  • Public Encryption Key – Manage public encryption keys for your organization.
  • Usage Metrics – Download usage metrics as a CSV.

Navigate to the Users section to see the list of users in your organization. The Users List page displays all current users and their status.

User Management​

Adding New Users​

  1. Click on the Add User button to register a new user.
    Look for the "Add User" button to begin the registration process.

  2. You will see a form pop up with options to enter email, first and last name, and whether or not you want to grant Admin access.
    Fill out the registration form with the user's information. If Admin access is needed, click the Admin button to grant administrative privileges.

  3. When you are finished filling out the form click on the Invite button to send an email to invite the recipient to register to your environment.
    After clicking Invite, you will see a confirmation message pop up at the bottom of the screen letting you know the user is invited. The status will remain pending until the recipient completes their registration.

Managing Existing Users​

  1. To manage existing users, click the vertical ellipsis (⋮) next to any user's name in the users table.
    This will open a menu with the following options:
    • Deactivate the user – Remove the user's access to the organization
    • Grant the user tool access for Jobs – Provide the user with access to Jobs functionality
    • Edit the user's first and last name – Modify the user's profile information

Agent Configuration​

The Agent Configuration section allows you to generate personal access tokens for agents.

Generating an Agent Personal Access Token​

  1. Open the Generate Token modal.
    Click the Generate Token button in the top-right.

  2. Enter a name for the token.
    Enter a name for the Istari Agent API token in the Token Name field in the modal. This name must be unique and should identify the purpose of the agent the token will be used for.

  3. Generate the token.
    Click the Generate button in the bottom-right of the modal.

  4. Copy the token to the config file.
    Click the Copy credential button in the bottom-right of the modal to copy the generated Istari Agent API token to the clipboard. Paste it into the istari-digital-config.yaml file as the istari_digital_agent_registry_api_token.

Agent Management​

The Agent Management page allows you to view the health, status, and installed modules for all agents connected to the data plane. The page displays a table with the following information for each agent:

  • Agent Name – The unique identifier for the agent
  • Agent Version – The current version of the agent software
  • Host OS – The operating system where the agent is running
  • Agent Status (Last Updated) – Current status and timestamp of last update
  • Installed Modules – List of modules currently installed on the agent with version numbers
  • Last Restarted – Date and time when the agent was last restarted
Multi-Tenant Environments

In multi-tenant environments, selecting a different organization (or tenant) in the Organization dropdown will update the table to display agents assigned to the selected tenant.

Control Tag Management​

The Control Tags page provides two panels for managing Info Security control tags for your organization: the Control Tags panel for tag management and the Control Tags Permissions panel for user assignments.

Creating New Control Tags​

  1. Click the button in the top right to create a new control tag.
    This will open a form with the following fields:
    • Name* – Required field for the control tag name
    • Description – Optional description of the control tag's purpose
    • Display Color (#hex) – Choose a hex color code or use the color picker

Managing Existing Control Tags​

  1. On the Control Tags panel, click the vertical ellipsis (⋮) next to any control tag.
    This will open a menu with options to:
    • Edit – Modify the name, description, and display color
    • Archive – Archive the control tag to remove it from active use

Assigning Control Tags to Users​

  1. Use the Control Tags Permissions panel to assign tags to users.
    Add control tags to individual users to manage their access permissions.

App Integrations Management​

The App Integrations Management page allows you to manage integrations with 3rd party apps for your organization.

Adding New App Integrations​

  1. Click the Add App button in the top right corner to create a new app integration.
    This will open a form with the following fields:
    • App – Select from available applications (Google Drive, Teamwork Cloud, Windchill, 3D Experience, Microsoft 365)
    • Description – Enter a description for the integration
    • Auth Providers – Configure authentication providers for the integration

Managing Existing App Integrations​

  1. Click the vertical ellipsis (⋮) next to any app integration.
    This will open a menu with the option to:
    • Delete – Remove the app integration from your organization

Customer Usage Metrics​

The Customer Usage Metrics section allows you to download usage data for your organization in CSV format.

Downloading Usage Metrics​

  1. Click on the Usage Metrics option to open the download form.
    This will open a form titled "Download Usage Metrics" with the following options:
    • Start Date – Select the beginning date for the metrics period
    • End Date – Select the ending date for the metrics period
    • Download CSV – Generate and download the usage metrics as a CSV file
    • Cancel – Close the form without downloading