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  • Navigate to the Apliqo UX login page.

  • Enter your credentials:

    • Username: service-admin

    • Password: SERVICE_USER_PASSWORD

  • Click the Login button to enter the Apliqo UX environment.

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2. Navigate to Instance Management

  • From the list of options under General, select Instances Management.

  • In the Instances section, you will see that no instances are found.

  • Click on Add Instance to begin adding new instances.

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3. Fetch Instances

  • In the Fetch Instances dialog box, enter the host address in the provided field.

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  • Click Fetch to retrieve a list of instances.

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4. Select and Save Instances

  • Once the instances are fetched, select the relevant ones from the list (e.g., UX_Samples, UX_Samples_CS).

  • After selecting the desired instances, click Save to finalize the instance setup.

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5. Rename Instances

  • In the Instances section, you can rename instances by clicking the pencil icon next to the instance name.

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  • Rename them as necessary, for example:

    • Change UX_Samples_CS to ContentStore

    • Change UX_Samples to UX_Demo

  • The changes will be saved automatically as you edit the names.

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6. Import Data from the Content Store

  • After setting up instances, select Import Data from Content Store under General.

  • The Initial Sync process will be displayed. It shows that no processes have been synced yet.

  • For each category (Applications & Reports, Security, Users), click Select Instance and choose the appropriate instance :ContentStore

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  • Ensure that you select the appropriate instance for each category to sync the necessary data.

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7. Login to ContentStore

  • After selecting ContentStore during the sync process, you will be required to authenticate.

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  • Enter your credentials e.g.:

    • Username: admin

    • Password: [your password]

  • Click Login to ContentStore to authenticate.

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8. Start the Initial Sync

  • Once the login is successful, click on the Start Initial Sync button at the top of the screen to begin syncing data from the ContentStore.

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  • You will notice that the sync process begins for the following sections:

    • Applications & Reports

    • Security

    • Users

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9. Monitor Sync Progress

  • During the sync, progress indicators will appear next to each section showing the percentage of data that has been synced.

  • For example, under Applications & Reports, you will see details like:

    • Total elements to be synced

    • Synced elements

    • Failed elements (if any)

  • You can expand the progress details by clicking the arrow next to each category to view more information.

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10. Handle Sync Completion or Errors

  • Once the sync is complete, you will see confirmation messages for each category.

  • If any failed elements appear (for example, 34 failed elements under Applications & Reports), check logs for more information.

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11. Verify Instance Authentication Source

  • After the sync is complete, return to the Instances Management section under General.

  • Ensure that all necessary instances have the authentication source toggled on (orange switch icons).

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12. Logout and Re-Login

  • Log out of the Apliqo UX environment, by clicking on the profile icon in the top left corner and selecting Logout from the dropdown.

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  • Log back using your credentials

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  • Your Apliqo UX environment is now fully set up and ready to use.

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Instance Management

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Authentication

Apliqo supports flexible authentication configurations, allowing multiple options to work together. Below, we break down how to enable and configure various authentication methods in the demo.

  • Apliqo authenticates users through designated TM1 instances. Authentication is successful if at least one configured TM1 instance validates the credentials.

  • You can configure multiple TM1 instances with different authentication methods. For example:

    • A specific instance may handle authentication for Apliqo.

    • Other instances may function purely as data models.

  • If a report relies on a TM1 instance not set up as an authentication source, you won’t have an active session for that instance after logging in.

    • In such cases, the ‘Login to Instance’ dialog will appear, letting you log in manually. Both sessions will remain cached, even if you close the browser tab.

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