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Dashboard

View instance details

The Determination Anywhere (DA) dashboard is the central hub. It helps you monitor the health, status, and configuration of deployed DA instances. The main grid provides an at-a-glance summary, so you can assess operational status quickly across your environment.
From this screen, you can select any instance to open a detailed information panel about data configuration, content versions, and update history. Use this view for routine maintenance, diagnostics, and troubleshooting.
To view a DA instance:
  1. Go to
    Determination Anywhere
    DA Dashboard
    .
  2. Find the instance you want to inspect in the grid.
  3. Select the hyperlinked name of the instance in the Instance column.
The
DA instance details
 window opens and shows the selected instance’s information.

Functionalities and processes

The instance details window organizes information into sections. The status and hub sections give a summary. It shows the instance’s health and its link to a DA hub. The application, content, and configuration sections cover application versions, tax content, and system configuration settings.
  • Review instance information:
     Organizes data into sections for status and hub, application, content, and configuration.
  • View hub details:
     If the instance belongs to a hub,
    View details
     is
    enabled
    . Select it to open the
    Hub details
     window and view all instances in the hub.
  • View pods details:
     In the Application section, select
    View pods
     to open the pods list for this instance.
  • View errors:
     If the status is
    Error
    , a
    View errors
     link appears. Select it to open the detailed error log page.
  • Move between instances:
     Select
    Next instance
     or
    Previous instance
     to move between instances without closing the window.
    important
    The navigation follows the DA Dashboard’s sort order and filters. For example, if you filter to show only error instances, the navigation moves only through those instances.
  • Select
    Close
     or
    X
     to close the window.

Field descriptions

General and summary information
Field element
Description
Status
The current health of the instance. A green icon indicates
Active
. A red icon indicates an
Error
 state.
View errors
A link that appears only when the status is
Error
. Goes to a detailed error page for the instance.
Hub
Displays the name of the Hub the instance belongs to. Shows N/A if the instance isn't part of a hub.
View details
Displays next to the Hub name. It is enabled only if the instance is part of a hub. This opens the
Hub details
 screen.
Application section
Screen element
Description
DA version
The current application version of the Determination Anywhere application active on this instance.
DA last update
The date and time of the last successful update to the DA application on this instance.
Pending audit sync
The number of pending audit records that are waiting for synchronization.
Pods
Goes to the
Pods details
 screen. Displays the name of the Pod the instance belongs to.
Content section
Screen element
Description
U.S. tax data version
The version of the U.S. tax-related content (rates, rules) that is currently active on the instance.
U.S. tax data last update
The date and time when the U.S. tax data was last updated.
INTL tax data version
The version of the international tax-related content that is currently active on the instance.
INTL tax data last update
The date and time when the international tax-related data was last updated.
Content update frequency
Indicates how often the instance is scheduled to check for and apply new content updates (for example, Every 5 minutes). Indicates data sync to database frequency.
Configuration section
Screen element
Description
Native user last update
The date and time of the last update made to native user settings.
Configuration last update
The date and time of the last update to system configurations. A New badge may appear to indicate a recent change.
Next scheduled update
Displays the status of the next configuration update. Possible values include a specific date/time,
No update
 (if current),
In Progress
, or
Completed successfully
.
Configuration update frequency
This indicates how often the instance is scheduled to check for and apply new configuration updates.
Example use case
Scenario: A tax administrator needs to verify that a specific DA instance received newly released international tax rates.
  • The administrator goes to the
    DA Dashboard
     and searches for the
    prod-aws-eu3-w4a
     instance.
  • They'll select the
    prod-aws-eu3-w4a
     instance name to open the DA instance details window.
  • The status shows
    Active
    , verifying the instance is running correctly.
  • They verify the INTL tax data last update matches the recent deployment window in the Content section. The INTL tax data version also matches the expected version.
  • Close the window to return to the main dashboard after the verification is complete. The administrator completes the verification in seconds without losing context or going elsewhere.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

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