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Configuration and Stats

The Configuration and Stats report is a live update on the status and results of the Automated Documentation system.

From the Netwrix Dashboard:

Click Configuration and Stats in the Resources section, or open Settings > Configuration and Stats.

The License Type displays your current license.

Configuration and Stats report

The report is divided into multiple tabs:

Scanner Status

Documentation Stats

Scanner Logs

Scanner Additional Information

Change Log Creation (sandbox option)

Jira Configuration

Orgs Credentials

Scanner Status​

Accesses the documentation stats, scanner logs, scanner additional configuration and change log creation (sandbox).

Documentation Stats​

This section displays the current status of the documentation Platform Governance for Salesforce has created for your account. The statistics included the total number of customization, and the various junctions created to track the relationships between customizations. junctions represent critical relationship information to help you determine if it is safe to delete or change something, and how it affects other items. Click Download PDF to export a copy of the report.

Configuration and Stats - Documentation Stats

Scanner Logs​

The section displays details for each of the scanner logs:

  • Scanner Log Name
  • Salesforce Type:
  • Retrieved Stage: this column displays the current status when a scanner is running. For example, DeDuplicate is displayed if the scanner is running the DeDuplicate process during the scan.
  • Total Customization: this column shows the number of customizations processed while a scanner is running. When the scan is complete, the column matches the total Scanner Count.
  • Scanner Count

Configuration and Stats - Scanner Logs

Scanner Additional Information​

This section only applies to sandbox orgs. It displays each scanner function and the status:

  • Last Scanner Run Date
  • Last Automated Scanner Run Date
  • Last Scanner Run Status

Configuration and Stas - Scanner Additional Information

Change Log Creation​

If you are in a sandbox, you can control whether change logs are created. Due to Salesforce space limits on different sandbox accounts, you may want to disable change logs to save space.

Control Change Log Creation in Sandbox

Jira Configuration​

Use these features to enter your Jira credentials and map the statuses between Jira and Platform Governance for Salesforce.

Credentials​

Your credentials are generated in Jira. Enter them here for the Platform Governance for Salesforce Jira integration.

  1. Open Netwrix Dashboard > Settings > Configuration and Stats.

  2. Open the Jira Configuration tab. It opens on the Credentials tab.

    Open the credentials

  3. Enter your credentials:

    • Jira Username is your Jira login email associated with your Jira API token.
    • Jira Token is your Jira API token. If you do not have your token, follow the steps in the Atlassian documentation.
    • Jira Account Name is the company specific part of the Jira site URL (https://_JiraAccountName**_.atlassian.net**). Only enter the JiraAccountName, not the entire URL.
    • Site URL is https://site.force.secure.com

  4. Click Save.

Status Mapping​

  1. Open Netwrix Dashboard > Settings > Configuration and Stats.

  2. Open the Jira Configuration tab.

  3. Open the Status Mapping tab.

    Set up the Jira status mappings for Change Request status

  4. Enter the mappings between your Jira statuses and the Change Request statuses. You must define your Jira statuses prior to this step. You can enter multiple Jira statuses for each Change Request status, separated by commas. For example, In Progress, Backlog. Assign your mapping for each of the Change Request statuses:

    • Approved Values
    • Complete Values
    • In Progress Values
    • Pending Approval Values
    • Rejected Values

  5. Check Is Automatic Sync to enable Platform Governance for Salesforce to handle the synchronization between Jira and Salesforce when a Ticket status is updated to a mapped status. without having to click Push. If you are using an org where you do not want to create a Change Request, leave this unchecked so you can do your research or testing without generating Change Requests.

  6. Change Requests are not automatically created, as not all tickets result in a Change Request. Tickets must be pushed to Platform Governance for Salesforce to begin the process. If Automatic Synchronization is turned on, then changes to the Status and Customizations are synchronized between Jira and Platform Governance for Salesforce without the need to keep manually pushing the changes.

  7. Click Save.

Orgs Credentials​

Create credentials for your Salesforce orgs and link the a Named Credential Change Request deployments.

  1. Open Netwrix Dashboard > Settings > Configuration and Stats.

  2. Open the Orgs Credentials tab.

    Orgs Credentials

  3. Click New to enter new credentials. For existing credentials, you can click Edit to modify the credential, Delete to remove it, or the credential name to sync your credentials.

    New org credentials

  4. Click Save.

Platform Governor Status

This is a live status update of the Usage of SFDC Governor Limit. Access it from Netwrix Dashboard > Settings > Platform Governor Status

When Platform Governance for Salesforce reaches the threshold, executions are reschedule for the next day so the organization limit is not reached.

governor

Set a Threshold​

You can set or edit the organization limits through the Setup menu.

  1. Open Setup > Custom Code > Custom Settings
  2. Click Manage next to Strongpoint General Config CS
  3. Click Edit next to Strongpoint Apex Method Daily
  4. Change the Value Number as needed.
  5. Click Save

Sandbox Accounts

Salesforce sandbox accounts are set up for testing. Data storage is now optimized in these accounts to make the most of their limited capacity. Default documentation is not created. Refer to the Salesforce documentation for specifications and feature comparisons of sandbox types.

When a sandbox is identified, Platform Governance for Salesforce limits excessive data storage by not creating the following items:

  • Customizations for reports not used in more than a year.
  • Change logs are not automatically created for Developer or Developer Pro sandboxes, but change detection. last modified date, and environment compare can be used.
  • Report and Workflow joins are not created for Developer or Developer Pro sandboxes. They are enabled for Partial and Full sandboxes, but can be disabled to save space.
  • Separate XML representation files are not created.
  • Separate JSON representation files are not created.

If you need to see the Customizations for an object, open the Scanner, select the object, and click Run Scanner.

Controlling Sandbox Change Log, Junction and Report Creation​

You can enable/disable change log, junction, and report creation for a sandbox from the Configuration and Stats page.

From the Netwrix Dashboard: click Configuration and Stats in the Resources section, or open Settings > Configuration and Stats.

Enabling/Disabling Change Log Creation for Sandboxes

The initial setting is selected on the Scanner page of the Install Wizard when installing the sandbox.