Dashboard

The 3Sixty Dashboard is where you begin your journey. Here you can create connections and discovery instances. View search and select from your list of connections, schema instances, content service connections and jobs. Select the section to interact with the list. The number of results in the list can be managed at the bottom by selecting the count drop. From the Dashboard you can manage all of your connections in one place.

Connectors

The Connectors view will give you a list of all Authentication Connections. New connections can be created by clicking the blue Create Auth Connection button.

Select View All to go to the Authentications page for a full list of Authentication connections and additional filters.

Action

Description

View

Will show you all of the connector details

Test

Test the Authentication connection

Edit

Allows you to edit the connection

Copy

Will create a copy of the connection

Delete

Will permanently delete the connection. If this connection is being used in any jobs or content views it cannot be deleted

 

More on Authentication Connections

Discovery

Discovery connectors are responsible for discovering the schema, or the metadata about the repository. This will include content types and their associated properties. A discovery schema can then be used to aid in creating Job Mappings or to simply find out what's in the repository. Running a discovery instance will create a new version of the schema. Whatever version you select will be used when creating mappings.

This view will list all of your Schema Instances. From this view you can view and manage your Discovery Schema Instances.

Click the New Data Set button to create a new schema instance. Select View All to go to the full list of schema instances and additional filters.

Action

Description

Edit

Takes you to the edit instance page for that schema instance

View Select the data set version from the version drop down and click view to see the run details

Run Run the discovery schema. This will create a version to view and use.

Delete

Permanently delete the discovery schema instance

Federation

The Federation view in the dashboard will give you a list of all of your recently added Content Service Connections and Content Views. From here you can view and manage your Federation connections and views.

Content Service

These connections allow for interacting with files, folders, metadata, versions, and renditions. This can be done via the 3Sixty Discovery Site or through ECM APIs. Some connectors like Objective ECM even provide a useful Manage In Place feature.

To make a new Content Service connection click the blue Create Content Service Connection button.

Select View All to go the full list of connections with additional filters.

Action

Description

Edit

Allows you to edit the connection.

Copy

Will create a copy of the connection.

Delete

Will permanently delete the connection. If this connection is being used in any jobs or content views, it cannot be deleted.

Content Views

Content Views are how users can interact with indexed content in Discovery UI. They also allow for administrators to control who can access the view. Content views can be found under the Federation menu in 3Sixty Admin.

To make a new Content View, click the Create A New View button and fill out the following fields in the new content view form that pops up and click save.

  • Short name: Enter a name for the view. Note: must be all lower case with no spaces or special characters

  • Template: Select the type of view you want to create from the drop down

Once the new Content view has been created you can

Action

Description

Edit

Allows you to edit the connection.

Copy

Will create a copy of the connection.

Delete

Will permanently delete the connection. If this connection is being used in any jobs or content views, it cannot be deleted.

More on Federation

Integration

A 3Sixty Integration Job is the process of moving or syncing content (including versions, ACL's, metadata) from one CMS (content management system) to another. Add tasks to your job to have better control over how your data gets migrated. Click here for details on how to set up an integration job.

In the Integration view on the dashboard you can view and run your jobs as well as manage your available mappings.

Guide to Integration jobs

Job Status

In the Job Status table you can view you recently ran jobs and see a count of the processed documents.

Action

Description

Run

Will run the job and redirect you to the run and monitor job page. from there you can set the refresh time ad filter the list by name tags and users.

Mapping

3Sixty Mapping gives you the ability to map your content types and metadata from one system to another.

Action

Description

View

Will show you all of the connector details

Test

Test the Authentication connection

Edit

Allows you to edit the connection

Copy

Will create a copy of the connection

Delete

Will permanently delete the connection. If this connection is being used in any jobs or content views it cannot be deleted

Guide to 3Sixty Mapping


Related Links

Getting Started