https://platform.instabase.com/docs/26.04/platform-admin/index.html Recent content in Platform administration on Instabase Platform Documentation Hugo -- gohugo.io en-us https://platform.instabase.com/docs/26.04/platform-admin/authentication/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/authentication/index.html Instabase supports a variety of user authentication methods including basic authentication, SAML-based single sign-on, and LDAP-based single sign-on. API authentication methods include AD FS integration and OAuth2. Table of Contents Basic authentication SAML authentication IdP configuration requirements Configure a SAML connection during installation Configure a SAML connection after installation Update a SAML connection configuration Legacy SAML connection configuration LDAP authentication Configure environment variables LDAP environment variables AD FS authentication Prerequisites Configure Instabase for AD FS authentication Calling an Instabase API with an AD FS access token Basic authentication Instabase natively supports basic user authentication. https://platform.instabase.com/docs/26.04/platform-admin/deep-learning/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/deep-learning/index.html Table of Contents Supported models Natively trained models Supported pre-trained, third-party models Bring your own pre-trained, third-party models Migrate legacy models Instabase document understanding capabilities are enabled with deep learning models. Supported models You have multiple options for models depending on your specific use case. Natively trained models Instabase provides the following base transformer models natively on the platform. Using ML Studio, these models can be used as base models for training on use case specific documents to solve document understanding use cases for both classification and extraction. https://platform.instabase.com/docs/26.04/platform-admin/diagnostics/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/diagnostics/index.html Table of Contents System tests Performance tests Filesystem test Database test Admin diagnostics allows the site administrator to run a series of automated tests against the platform to validate basic functionality across a number of services. This functionality can be particularly helpful as a post-deployment step. The site admin can assign user permission to access Admin Diagnostics by going to Admin > App permissions > Admin Diagnostics (Web Read). https://platform.instabase.com/docs/26.04/platform-admin/document-search/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/document-search/index.html Table of Contents Prerequisites Usages Use cases APIs Spotlight Search Indexing Operations File I/Os File Walker Infrastructure Requirements Storage requirements CPU/Memory requirements Document search provides indexing and search capabilities for the Instabase platform. With Document search, users can query for files and folders based on document metadata, and access files for which they have permissions. Non-technical users can leverage this feature by searching for documents via the Spotlight search bar, and API users can conduct more elaborate queries via RESTful APIs provided by the platform. https://platform.instabase.com/docs/26.04/platform-admin/workspace-mounts/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/workspace-mounts/index.html After Instabase has been deployed, you can mount external drives and databases onto the platform to access your existing data. Mount drives and cloud storageMount drives and cloud storage in existing deployments. Mount databasesMount databases in existing deployments. https://platform.instabase.com/docs/26.04/platform-admin/encryption/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/encryption/index.html Table of Contents Server-side encryption Client-side encryption Client-side encryption process Primary key management Primary key rotation Enable file storage encryption Prerequisites Configurations for enabling encryption Mount AWS Key Management Service Mount the encrypted drive Instabase supports client-side encryption for data at rest at the file system layer. Client-side encryption is performed by Instabase on the top of the storage provider (for example, S3). It’s independent from the server-side encryption performed by the storage provider. https://platform.instabase.com/docs/26.04/platform-admin/file-types/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/file-types/index.html The Instabase platform relies on files of specific types. For example, each step in a Flow or Metaflow produces an .ib* file as output of an Instabase process. Note This list is a work in progress. File types Description Output of .ibannotator Annotator JSON config file Annotator app .ibclassifier Classifier JSON config file Classifier app .ibdiff A JSON file that represents the output of comparing two files or folders Diff Checker app . https://platform.instabase.com/docs/26.04/platform-admin/performance/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/performance/index.html Table of Contents Image to text conversion services Extraction (text, checkboxes, signature) Memory performance Runtime engine Document processing Refiner and UDF processing UDF and Refiner function runaway processing UDF environment extensibility Extend the Instabase worker containers Event handlers Performance of Flow binaries depends on various factors. The number of documents processed in the Flow The type of documents processed (machine readable PDFs, documents that OCR, documents that contain attachments, and so on) https://platform.instabase.com/docs/26.04/platform-admin/groups/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/groups/index.html The Groups tab of the Admin app is where you can view, add, and manage groups in the Instabase deployment. Groups are collections of users that can be assigned the same set of permissions defined at the group level. Table of Contents View groups Add a group Manage group members Manage a group Using groups to manage roles and permissions View groups Note All users can view all groups, including seeing who the users and admins of the group are. https://platform.instabase.com/docs/26.04/platform-admin/licensing/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/licensing/index.html Table of Contents Licensing terminology Managing licenses Install a license Assign and unassign a license Review license usage Revoke a license FAQ What if I can’t access the License tab of the Admin app? What if I get an error related to a license when running a flow or Marketplace solution? Can I have more than one license active at a time? What do I do if my license has expired? https://platform.instabase.com/docs/26.04/platform-admin/monitoring/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/monitoring/index.html Table of Contents Audit logs View audit logs Filters Metrics View metrics Results Audit logs track activity. Metrics track usage on the Instabase platform. Audit logs Audit logs track activity in the Instabase platform. To access audit logs programmatically, use the Audit log APIs. The audit logs you can view depend on your role: Admins can view all activity in the Instabase platform. Users can see only their specific activity across the platform. https://platform.instabase.com/docs/26.04/platform-admin/observability/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/observability/index.html Instabase provides observability tools for measuring the internal state of its infrastructure and applications. Learn about and configure your Instabase observability toolset. Observability overviewLearn about the Instabase observability stack's architecture, tools, and requirements. Observability configurationConfigure observability settings, such as log storage and alerting. TelescopeGather telemetry data using Telescope. https://platform.instabase.com/docs/26.04/platform-admin/service-accounts/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/service-accounts/index.html Instabase supports creating service accounts, which are userless Instabase accounts used only for making API calls to Instabase APIs. Service accounts can be assigned access and permissions just like a standard user account and are useful when creating programmatic interactions not tied to a specific user. Examples of when you might use a service account to call Instabase APIs include triggering flows as part of a continuous development pipeline or performing automated tasks on a set schedule. https://platform.instabase.com/docs/26.04/platform-admin/services/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/services/index.html Each service or container in an Instabase deployment exposes environment variables that you can configure at the deployment level for each platform installation. Services Web services These web services implement the Instabase webapp, user interface, and public APIs and SDK. Webapp: Responsible for serving the backend information for all platform UI features, including user and account management, subspace and repository management, authenication and login (SSO and LDAP), and file-system operations. https://platform.instabase.com/docs/26.04/platform-admin/site-settings/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/site-settings/index.html Table of Contents Site permissions Granting and revoking site permissions App permissions Granting and revoking app permissions Configuration Options Service setup Signup tokens External group mappings Encryption Licenses Flow pipelines File storage (SaaS deployments) Custom global drives File retention From the Site Settings section of the Admin app, you can manage site-wide settings for your Instabase deployment. Site settings are grouped into the following tabs: Site permissions App permissions https://platform.instabase.com/docs/26.04/platform-admin/spaces/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/spaces/index.html Table of Contents Spaces Space permissions Viewing spaces Creating new spaces Managing a space Subspaces Subspace permissions Viewing a subspace Managing a subspace Purging subspace data Spaces and subspaces are the top-level and second-level way that projects are organized in the Instabase file system. Settings for Spaces & Subspaces are accessible at Admin > Spaces & Subspaces. You must have site admin privileges to adjust most space settings. Spaces Spaces are the top-level way to group data. https://platform.instabase.com/docs/26.04/platform-admin/users/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/users/index.html The Users tab of the Admin app is where site admins can view, add, and manage users in their Instabase deployment. Table of Contents View users Add users Manage users Manage authentication Disable, deactivate, and reactivate a user account View and manage OAuth tokens Managing user roles and permissions Managing site admins Note Users who are not site admins can still access the Users tab, but do not have access to the same information and settings as site admins. https://platform.instabase.com/docs/26.04/platform-admin/user-settings/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/user-settings/index.html When logged in as an authenticated Instabase user, you can click the profile picture in the top bar to view and manage your user settings. Clicking the profile picture icon displays the following menu options: View profile: Brings you to your user profile in the Admin app. Update profile: Opens a dialog where you can manage your user profile information, including your password. Change security: Opens a dialog where you can manage your multi-factor authentication settings. https://platform.instabase.com/docs/26.04/platform-admin/sdlc/index.html Mon, 01 Jan 0001 00:00:00 +0000 https://platform.instabase.com/docs/26.04/platform-admin/sdlc/index.html The Software Development Lifecycle, or SDLC, is the process of iterating on the design, development, and testing of software. Instabase provides tooling to assist you in using SDLC processes. Warning The Instabase SDLC feature is in long-term support (LTS). We will fix any critical bugs, but there will not be any further feature development. Instabase provides a means for versioning Instabase files to an external Git repository, allowing multiple users to collaborate on the same set of files.