Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Dashboard

About the dashboard

This information provides a summary of the Determination Anywhere (DA) dashboard, the central screen for monitoring DA instances.
The dashboard lets you take administrative actions and open detailed views for instances, hubs, pods, and errors. Go to
Determination Anywehre
Dashboard
 to view the status of DA instances.

What is an instance?

An instance is a deployment of the DA tax engine and its supporting components, such as the synchronization module. For example, a cloud environment hosting DA counts as 1 instance. A physical store running DA on a local server counts as another instance. Make sure to assign a meaningful name to each instance to ensure clear identification on the dashboard.
What you see on this screen depends on your account's configuration:
  • DA Not Enabled:
     The screen shows a message that directs you to contact your administrator.
  • DA Enabled (No Instances):
     The screen shows a message that indicates no instances exist and directs you to more information.
  • DA Enabled (With Instances):
     The screen shows a powerful grid view that lets you monitor, search, and sort active instances.

Functionalities and processes

The different views explain the dashboard’s functionality.
Instance grid (populated dashboard)
This view lists all DA instances.
  • Search for an instance:
     Use the search bar preceding the grid to find a specific instance. The grid filters as you type and shows only matching names.
  • Go to details:
     The grid uses hyperlinks that take you directly to detailed information screens.
    • Select an instance name to open the
      DA instance details
       window.
    • Select a hub name to open the
      Hub Details
       screen.
    • Select a
      Pods
       link (for example, 22 pods) to open the
      Pods Details
       screen within the instance window.
    • Select the error link in the Status column (for example, 2 errors) to open the
      Errors
       screen.
  • Paginate through instances:
     If the screen shows several instances, pagination controls appear. Use them to move between pages or change how many items are shown per page.

Dashboard actions

  • Select
    Sync configurations
     to sync changes to all DA instances.
  • Select
    Errors
     to view a summary of errors for all instances. The number in parentheses shows the total error count.
    note
    When no instances exist,
    Sync configurations
     and
    Errors
     appear but are
    disabled
    .

Field descriptions

Dashboard controls
Field element
Description
Search
Used to filter the instance grid by instance name.
Sync configurations
Initiates the workflow to sync configuration changes to all instances.
Errors
A link that goes to the global error summary page. The number indicates the total count of active errors.
Instance grid columns
Column name
Description
Instance
The unique, hyperlinked name of the DA instance that opens the instance's details.
Hub
The hyperlinked name of the Hub the instance belongs to that opens the hub's details. Shows N/A if the instance isn't part of a Hub.
Status
The current health of the instance. A green icon indicates
Active
. A red icon and a hyperlinked error count indicate an
Error
 state.
Pods
A hyperlinked count of the pods that make up the instance and opens the
Pods details
 screen.
DA version
The current version of Determination Anywhere running on the instance.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

Related Content