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Get Around the OneConnect Home Page

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This article provides an overview of the OneConnect home page.

OneConnect_Home_Page.png

Navigation Ribbon

The navigation ribbon is located at the top of the screen.

OneConnect_Nav_Bar.png

From left to right, the icons and menus are as follows:

  1. Office.com Waffle Icon Office365_Waffle_Icon.png: Click on this waffle icon to go to Office.com.

  2. OneConnect Logo OneConnect_Logo.png: Click on the OneConnect logo to go to my.oneconnect.ai (return to home).

  3. OneConnect Group Menu Group_Dropdown.png: Click on the drop-down to access a list of OneConnect groups that you have access to.

    • Add Group: Click to create a new OneConnect group.

    • Other Groups: Click to connect to a different, existing OneConnect group.

  4. Settings Icon Settings_Gear.png: Click to access the OneConnect settings menu.

    • Settings: Click to update OneConnect settings.

    • Users: Click to add and manage users in your OneConnect group.

    • Alerts: Click to set up alerts/notifications.

    • Apis: Click to manage the Api settings.

    • Relays: Click to manage the Relay settings for your OneConnect environment.

  5. Help Icon Get_Help_Icon.png: Click to access OneConnect help content. When you click the Help icon, a drop-down menu will open:

    • Get Training: Click to go to the Integration section of the support portal.

    • Get Support: Click to go create a new Zendesk ticket or request.

  6. User Profile User_Menu.png: Click to access the User Profile drop-down menu.

    • Log out: Click to log out of the current account.

    • Switch account: Click to switch to a different account.

Strategy Dashboard

Once logged into OneConnect, you will see your Strategy Dashboard. The Dashboard will give a synopsis of the number of scheduled strategies running in your OneConnect environment, which are then broken down into the state of their last scheduled run. The states available are Success, Processing, Failure, or Pending.

Integration_Dashboard.png

  • Success: The number of strategies that have run successfully.

  • Processing: The number of strategies that are currently running.

  • Failure: The number of strategies that have failed.

  • Pending: The number of strategies that are listed in the Schedules page but have yet to be run or are marked as disabled.

Integration List

Beneath the Dashboard will be the integration list. This is every installed integration that has been set up in your environment/group. Each row indicates its own separate integration.

Integration_List_Menu.png

Each integration list item will have:

  1. Icon Pair Integration_Icon_Pair.png: This will list the Icons of the Programs that are involved within the integration.

  2. Integration Title Integration_Title.png: The title of the integration. The title is normally generic; however, the title can be customized while inside of the integration.

  3. Enabled Status Enabled_Status.png: This indicates if the integration is enabled or disabled.

  4. Schedule Status Schedule_Status.png: This indicates if the strategies have run successfully or not.

  5. Edit Icon Edit_Icon.png: Click to view and edit the integration properties. You can also edit the filters, schedules, mappings, and more.

  6. Schedule Icon Schedule_Icon.png: Click to view and edit the integration properties, opened to the Schedules page.

  7. Delete Icon Delete_Icon.png: Click to delete the integration from OneConnect.

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