Audit Detail

Understanding Audit Log Viewer Home Tab:

 

Home tab consists of few options as displayed in the below screen. Let us see the functionality of each option one by one.

 

1. Retrieve: You can click on Retrieve option to retrieve the updated log details for the selected modules.

 

2. Show Detailed History: You can click on Show Detailed History option to view the detailed history of the selected log. You can also view the detail log by double clicking on the selected log.

 

3. Import & Export: You can click on Import option to import the file from your machine into the Audit Log Viewer Screen. You can click on Export option to export the current Log File and save it on your system. As you click on Export option, system will ask you to select the path where you want to save the file. You need to select the path as per your requirement, assign the name to the file and save the file at the desired location.

 

Note:

While importing the file, you will be able to import only those files that are in .pslog format. And while exporting the file, you will be able to export the files in .pslog format only.

 

4. Check All: This option will allow you to select all the module names in a single click. Once you have selected all the modules, you can click on Retrieve option to get the log details of the selected modules.

 

5. Uncheck All: This option will allow you to unselect the selected modules in a single click.

 

6. Set Columns: This option gives you the facility to set the no. of columns that you want to view in the bottom panel. Once you click on Set Columns option, a new window named Set Columns will open. You can select the columns available in the list as per your requirement. Once you have selected the columns, you will be able to view only the selected columns and respective log details in the bottom panel of the screen.

 

7. Export to Excel: This option allows you to export the log file in excel format. Once you click on Export To Excel option, system will automatically export the file in excel format and you will be directed to that excel file. You can save the file at your desired location.

 

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Click on image to magnify/shrink

 

Understanding Audit Log Viewer Middle Panel:

 

Middle panel of the screen displays the list of modules for which you can view the log details as per your selection. Filters like “From” and “To” Date, "Machine", “Document ID” and “User” are also available to make your log view more appropriate as per your requirement. You can set the appropriate filters and select the module name and click on Retrieve button to generate the audit log. Log Details related to the selected module will get displayed in the bottom panel of the screen. Brief details of the selected module can be viewed under the respective columns. To view the detail history of the selected module, you can either double click on the selected log or else click on Show Detailed History button.

 

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Click on image to magnify/shrink

 

Understanding Audit Log Viewer Bottom Panel:

 

Bottom panel of Audit Log Viewer Screen displays the list of records that are generated for the selected modules by clicking on Retrieve button. You can view brief description of audit log records under respective columns. You are also allowed to do grouping based on any column by dragging and dropping the respective column header in the available bar. Detailed view of the selected Audit Log can be viewed by either double clicking on the selected record or by simply clicking on Show Audit Detailed History button available at the top panel of the screen.

 

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Click on image to magnify/shrink

 

Let us view the Audit log details that will be generated on the selection of each respective module one by one as mentioned below:

 

q Add Document: For Add Document, you can view audit details like Name of the Action, Name of the Host Application for which the document was added, Document ID, Date on which the document was added, Name of the User, Machine Name. Moreover Workflow details like ID, Current State of the Document, Queue Name and Workflow Name will also be displayed. You can also view Document Properties like ID, File Name, Created Date, Module Name, Transaction Type and Document Type.

 

Description of Home tab options:

 

Under Navigation section, you can view 4 options viz. First, Previous, Next and Last. Moreover under Action section, you can view 2 options viz. Save and Close.

 

1. First: When you click on First option, you will be directed to the detail view of first record of Audit Log Result.

 

2. Previous: When you click on Previous option, you will be directed to the detail view of previous record based on the selected record in the grid of Audit Log Result.

 

3. Next: When you click on Next option, you will be directed to the detail view of next record based on the selected record in the grid of Audit Log Result.

 

4. Last: When you click on Last option, you will be directed to the detail view of last record based of Audit Log Result.

 

5. Save:Save option will allow you to save current Audit Log Detail in .HTML format at your desired location.

 

6. Close: You can click on Close option to close the window and exit the screen.

 

Note:

Navigation and Action section under Home tab will remain same for all the modules.

 

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Click on image to magnify/shrink

 

q View Document: For View Document, you can view the audit details like Name of the Action, Document ID, date on which the document was viewed, Name of the User who has viewed the document and Machine Name from which the Document was viewed.

 

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Click on image to magnify/shrink

 

q Delete Document: For Delete Document, you can view the audit details like Name of the Action, Document ID, date on which the document was deleted, Name of the User who has deleted the document and Machine Name from which the Document was deleted.

 

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Click on image to magnify/shrink

 

q Modify Document Metadata: Metadata are basically Profile fields that you record for a document while the document is added. Whenever you modify the profile fields for a document, audit log will get generated for the same. You can view audit details like, Name of the Action, Name of the Host Application, Document ID, date on which the Profile fields were modified, Name of the User who has modified the profile fields, Name of the Machine from which the action was performed. You can also view other Document Properties like ID, File Name, Created Date, Module Name, Transaction Type and Document Type. Moreover Host Record Details like Voucher Number, Origin, Document Number, Payables Type, Date, Vendor ID, Vendor Name, Amount and Description will also be recorded. You can also view Profile Fields/Workflow Fields details.

 

Note:

Any changes made to Profile Fields/Workflow Fields will be highlighted in Yellow color with the description of Old Value and New Value.

 

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Click on image to magnify/shrink

 

q Modify WorkflowItem Metadata: Whenever Profile Fields in a Workflow Item are modified, audit log will be generated for the same. You can view audit details like, Name of the Action, Name of the Host Application, Document ID, date on which the Profile fields were modified, Name of the User who has modified the profile fields, Name of the Machine from which the action was performed. Workflow Item Details like ID, Current State, Queue and Workflow will also be recorded. You can also view other Document Properties like ID, File Name, Created Date, Module Name, Transaction Type and Document Type. Moreover you can also view Profile Fields/Workflow Fields details.

 

Note:

Any changes made to Profile Fields/Workflow Fields will be highlighted in Yellow color with the description of Old Value and New Value.

 

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Click on image to magnify/shrink

 

q Document Save: For Document Save, Log details like Name of the action, Document ID, date on which the document was saved, Name of the User who has saved the document, Name of the Machine from which the document was saved and Location details at which the document is saved will be recorded.

 

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Click on image to magnify/shrink

 

q Document Print: For Print Document, log will be generated as soon as user clicks on Print button (no matter document is actually printed or not) from any PaperSave User Interface. You should see details like, Name of the action, Document ID, date on which the document was printed, Name of the User who has printed the document, Name of the Machine from which the document was printed and Printer Name from which the document was printed will be recorded.

 

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Click on image to magnify/shrink

 

q Document Email: For Document Email, you should see log details like, Name of the Action, Document ID, Date on which the document was emailed, Name of the User who has emailed the document, Name of the machine from which the document was emailed and the status of email whether successful or failed will be recorded.

 

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Click on image to magnify/shrink

 

q Document Checkin: For Document Checkin, you should see log details like, Name of the Action, Document ID, Date on which the document was checked-in, Name of the User who has checked-in the document and Name of the machine from which the document was checked-in.

 

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Click on image to magnify/shrink

 

q Document Checkout: For Document Checkout, you should see log details like, Name of the Action, Document ID, Date on which the document was checked-out, Name of the User who has checked-out the document and Name of the machine from which the document was checked-out.

 

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Click on image to magnify/shrink

 

q Document Archived: For Document Archived, you should see log details like, Name of the Action, Document ID, Date on which the document was archived, Name of the User who has archived the document and Name of the machine from which the document was archived.

 

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Click on image to magnify/shrink

 

q Document Purged: For Document Purged, you should see log details like, Name of the Action, Document ID, Date on which the document was purged, Name of the User who has purged the document and Name of the machine from which the document was purged.

 

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Click on image to magnify/shrink

 

q Search Executed: Whenever a Search execution is performed by the user, audit logs of the same gets recorded. When you generate the log, you can view details like Name of the Action, Document ID, Date on which the Search Execution was performed, Name of the User who has performed search and Machine Name from which search was performed. You can also view the Logs of Search Parameters which were used for search execution. Audit Details that can be viewed are; Search Type, Company Name, Keyword, Search Criteria, Search Sharepoint Document, Search Non-Associated QueueItems, Search Completed QueueItems, Search Document Profile, Search in Host Record Information, SharePoint Max Count and Search in Non-Host Application.

 

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Click on image to magnify/shrink

 

q Logon to PaperSave Settings: Whenever a User logins into PaperSave Settings, Log details like Name of the Action, Date of Login, Name of User who has login into PaperSave Settings, Name of the Machine from which the user has login into PaperSave Settings and status of Login whether Success or Failure will be recorded.

 

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Click on image to magnify/shrink

 

q Add Workflow Item: For Add Workflow Item, you should see details like Name of the Action, Host Application Name for which the Workflow Item was added, Document ID, Date on which the Workflow Item was added, Name of the User, Machine Name. Moreover, Workflow Item details like Workflow Item ID, Name of the Workflow, Current Step of the Workflow Item, Name of the Current Owner, File Name and Created By user's name.

 

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Click on image to magnify/shrink

 

q View Workflow Item: For View Workflow Item, you can see details like Name of the Action, Document ID, Date on which the Workflow Item was viewed, Name of the User and Machine Name.

 

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Click on image to magnify/shrink

 

q Delete Workflow Item: For Delete Workflow Item, you should see details like Name of the Action, Document ID, Date on which Workflow Item was deleted, User Name and Machine Name.

 

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Click on image to magnify/shrink

 

q Change Content for Document: For Change Content for Document, you should see details like Name of the Action, Document ID, Date on which the Content of the Document was modified, User Name and Machine Name.

 

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Click on image to magnify/shrink

 

q Change Content for Workflow Item: For Change Content for Workflow Item, you should see details like Name of the Action, Document ID, Date on which the content of Workflow Item was modified, User Name and Machine Name.

 

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Click on image to magnify/shrink

 

q Document Undo Check Out: For Document Undo Check Out, details like Name of the Action, Document ID, Date on which the action was performed, User Name and Machine Name.

 

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Click on image to magnify/shrink

 

q Enable Versioning: For enable versioning, you can see details like Name of the Action, Date on which the versioning was enabled, User Name and Machine Name. You should also see details like Document Type ID and Document Type Name.

 

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Click on image to magnify/shrink

 

q Disable Versioning: For disable versioning, you can see details like Name of the Action, Date on which the versioning was disabled, User Name and Machine Name. You should also see details like Document Type ID and Document Type Name.

 

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Click on image to magnify/shrink

 

Audit Log will be automatically generated for below mentioned modules as and when the respective action is performed by the user irrespective of whether Audit Log is configured or not. Moreover, there is no way for the user to configure the below mentioned Modules. Let us view the Audit log details that will be generated for each of below one by one:

 

1. Delete Field with Associated Data: For Delete Field with Associated Data, you can see details like Name of the Action, Date on which the field associated with data was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Name of the Field, Document Type, Transaction Type, Module, Host Application and No. of Affected Associated Data.

 

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Click on image to magnify/shrink

 

2. Delete Workflow Field with Associated Data: For Delete Workflow Field with Associated Data, you can see details like Name of the Action, Date on which the workflow field associated with data was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Name of Workflow, Name of the Field, Document Type, Transaction Type, Module, Host Application and No. of Affected Associated Data.

 

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Click on image to magnify/shrink

 

3. Delete Workflow with Documents: For Delete Workflow with Documents, you can see details like Name of the Action, Date on which the workflow with documents was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Name of Workflow, Document Type, Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

4. Delete Document Type with Documents: For Delete Document Type with Documents, you can see details like Name of the Action, Date on which the Document Type with documents was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Document Type, Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

5. Delete Transaction Type with Documents: For Delete Transaction Type with Documents, you can see details like Name of the Action, Date on which the Transaction Type with documents was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

6. Delete Module with Documents: For Delete Module with Documents, you can see details like Name of the Action, Date on which the Module with documents was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

7. Delete Host Application with Documents: For Delete Host Application with Documents, you can see details like Name of the Action, Date on which the Host Application with documents was deleted, User Name and Machine Name. You should also see details like Reason to Delete, Result of the action, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

8. Transaction Type Delete: For Transaction Type Delete, you can see details like Name of the Action, Date on which the Transaction Type was deleted, User Name and Machine Name. You should also see details like Result of the action, Name of Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

9. Document Type Delete: For Document Type Delete, you can see details like Name of the Action, Date on which the Document Type was deleted, User Name and Machine Name. You should also see details like Result of the action, Name of Document Type, Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

10. Profile/Workflow Field Delete: For Profile/Workflow Field Delete, you can see details like Name of the Action, Date on which the Profile Field/Workflow Field was deleted, User Name and Machine Name. You should also see details like Result of the action, Name of Document Type, Transaction Type, Module, Host Application and No. of Affected Associated Data.

 

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Click on image to magnify/shrink

 

11. Workflow Delete: For Workflow Delete, you can see details like Name of the Action, Date on which the Workflow was deleted, User Name and Machine Name. You should also see details like Result of the action, Name of Workflow, Document Type, Transaction Type, Module, Host Application and No. of Affected Documents.

 

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Click on image to magnify/shrink

 

12. Drop Point Delete: For Drop Point Delete, you can see details like Name of the Action, Date on which the Drop Point was deleted, User Name and Machine Name. You should also see details like Drop Point Name, Drop Point Type and Separator Type.

 

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Click on image to magnify/shrink

 

13. Queue Delete: For Queue Delete, you can see details like Name of the Action, Date on which the Queue was deleted, User Name and Machine Name. You should also see details like Result of the action, Name of Workflow, Scan Location and Queue Name.

 

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Click on image to magnify/shrink

 

14. SSRS Reports Add/Delete/Redeploy: For SSRS Reports Add/Delete/Redeploy, you can see details like Name of the Action, Date on which the action was performed, User Name and Machine Name. You should also see details like New Report URL and Old Report URL.

 

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Click on image to magnify/shrink

 

15. Modify PaperSave Settings Password: Whenever the password for PaperSave Settings is modified, Log details like Name of the Action, date on which the password was modified, Name of the User who has modified the password, Name of the Machine from which the password was modified will be recorded.

 

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Click on image to magnify/shrink