Installing content
- Juan Tomás Alonso Nieto (Deactivated)
Generic procedure
To install any type of content the process is very similar. You just need to find the content you want and open it (visit Browsing content if you need help with this).Â
Then click on the Install button at the top right of the card.
Once installed, you will receive a notification at the top.
Unavailable data sources:
When attempting to install content, if one or various sources are not available you will get a warning message letting you know that the application may not work correctly because of that.
Despite the warning message, you can install it and successfully use it as long as you have available at least those data sources marked as Mandatory (those with the exclamation mark). Lacking non-mandatory data sources only causes less rich data patterns, however, installing content without the mandatory ones might cause the content to work unexpectedly.
Having described the common procedure, we will go through the particularities each of them presents in the sections below.
Installing Applications
The main difference you need to consider is the fact that you need to assign the applications in the Roles Management area after installing them, otherwise you will not be able to access them from the Navigation pane. Visit Assign resources to a role if you want to know more about this topic.
Select Administration → Roles in the Navigation pane.
Then, select the Admin role, the Applications tab, and the application you just installed.
Finally, click the right arrow button to include it as an active application. Do not forget to Apply your changes.
Installing Activeboards
Activeboards are the most common items in Exchange and for that reason they fit very well in the general procedure (find the desired item and install it, then access the Activeboard area and open it from the Activeboard Manager).
Perhaps the most noteworthy feature when you install an Activeboard is that you can access it from Exchange by clicking the Open button that appears in its card after the installation is completed. You can also return to the content in Exchange by clicking the back arrow on your browser.
Installing Lookups
The lookup installation process presents a peculiarity. It is asynchronous, which means that after you click install Exchange sends a message to Devo to start the install process, however, while Devo is installing the lookup Exchange will show it as installed. This also happens with the uninstallation process.
If the lookup already exists in the domain but is not registered with Exchange, trying to install it from Exchange will return an error.
When you install a lookup, you can access the Lookup Management area and see the lookups installed by clicking the Open button that appears on its card after the installation is completed. You can also return to the content in Exchange by clicking the back arrow on your browser.
Installing Content Packs
Remember that each component you find in a content pack also exists in Exchange as a standalone item so installing the pack will also install each of the components. So even though you can install them separately, it is much more convenient to install the content pack.
Under the Included contents section of the Overview tab, you can see the different items included in the pack and access each of them by clicking on their names. Those you already have installed display the Installed green sign and all of them will display that sign when the process is completed.
If any of the items is not installed for whatever reason it will not display the Installed green sign. Consequently, the content pack will not be considered installed and its card will not display the Installed green sign either.
Installing Alert Packs
The special thing about alert packs is the fact that the alerts contained in the pack are not available individually in Exchange. However, there might be alert packs consisting only of one alert.
Alerts in Exchange are installed using the Alerting API (click here to know more about it) and if it is already installed it will not be duplicated but skipped.
Like content packs, you can see those individual items you have already installed by whatever means (for example, when it is also part of another pack previously installed) and all of them will display that sign when the process is completed. You can also see the source query for the alert by clicking the code icon as shown in the picture below.
Unlike content packs, if one of the alerts is not installed for whatever reason, you will receive a notification but the alert pack will still appear as installed (the Installed green sign) even if just one alert got installed. This way the admin gets to decide the real importance of each alert and what to do with them given the circumstances (for example, the use case is more restricted than the generic one and the installed alerts seem to be enough).
When you install an alert pack, you can access the Alert Configuration area and see the alerts installed by clicking the Open button that appears on its card after the installation is completed. You can also return to the content in Exchange by clicking the back arrow on your browser.
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