Viewing Change History

With the Certify History Viewer, an administrator can view the change history for the following tasks:

Certify Asset	Change History
Processes	When a process was created When a process was updated When a process was executed and who executed it When a process was promoted and who promoted it
Users	When a user was created When a user was modified When permissions were added, changed, or removed for a user When folder permissions were added, changed, or removed for a user
Groups	When a group was created When a group was modified When permissions were added, changed, or removed for a group When folder permissions were added, changed, or removed for a group
Maps	When a window or map was added When a window or map was updated When a window or map was deleted
Layouts	When a layout and recordset was added When a layout and recordset was updated When a layout and recordset was deleted
Variables	When a variable was added When a variable was updated When a variable was deleted

Administrators can set conditions to filter the change history results, and they are able to export these results to a CSV file.

From the Certify menu, select Tools > Change History.

The Change History Viewer opens.
From the Changed By drop-down list, select All Users or a specific user.
In the Time Frame drop-down list, select one of the following time frames:
1 day
Last 7 days
Last 30 days
Other

If you selected one of the first three options, go to Step 4.

If you selected Other, click the Start Date and End Date drop-down buttons to select your date range.
Click Search.
Hover over the Change column for specific information.

A pop-up window opens with information on what was changed.
After you have reviewed the results, click OK to close the tool.

In one of the Change History columns, click the Conditions icon in the column and select the condition that you want to use:
Equals
Does not equal
Less than
Less than or equal to
Greater than
Greater than or equal to
Like
Starts With
Contains
End With
Does Not Start With
Does Not Contain
Does Not End With
Does Not Match
Not Like
Select a value from the drop-down box.

The list is filtered with this new condition.

To delete the filter, click the Clear Criteria icon.

After you have viewed your results, right-click in the Change History tool and select Export.

The Save As dialog opens.
Browse to the folder where you want to save your results.
In the File Name field, enter the name for the CSV file.
Click Save.

The list is saved as a CSV file.

View Change History in Certify Windows

Within these Certify windows, you can view change history in the following locations:

Window	Certify Location
Processes	Change History tab In the Processes window, all users can view process change history by selecting a process in the Summary pane and click the Change History tab in the Details pane. You can export these results to a CSV file.
Users and Groups	Right-click menu action View History In the Users and Groups window, administrators can view the change history of a user or group by right-clicking on one in the Summary pane and selecting View History. The Change History Viewer opens.
Maps	Change History tab In the Maps window, all users can view change history by selecting a map or window in the Summary pane and clicking the Change History tab in the Details pane. You can export these results to a CSV file.
Data	Change History tab In the Data window, all users can view change history by selecting a layout in the Summary pane and clicking the Change History tab in the Details pane. You can export these results to a CSV file.
Variables	Change History tab In the Variables window, all users can view change history by selecting a variable in the Summary pane and clicking the Change History tab in the Details pane. You can export these results to a CSV file.