Overview Tab
Accessing the Overview Tab
The following instructions apply to all of your managed SaaS applications, except for the following, which do not display an Overview tab.
| • | AppExchange |
| • | Azure |
| • | Azure Client Credentials |
To access the Overview tab:
| 1. | Go to the Managed SaaS Applications page (SaaS > Managed SaaS Applications). |
| 2. | Select the appropriate SaaS application’s instance link. The instance’s Overview tab opens by default. |
Overview Tab Data Updates
It may take up to 1 hour to see updates in the tiles, widgets, and tables of the Overview tab.
Overview Tab UI Components
The following sections describe the UI components of the Overview tab.
| • | Application Details Slideout |
| • | Overview Tab Features for SaaS Applications that Display Application Usage |
| • | Overview Tab Features for SaaS Applications Without Usage Data |
| • | Overview Tab Licenses Table for SaaS Applications that Support License Differentiation |
Click the Application Details link in the upper-right corner of the Overview tab. An Application Details slideout opens.
The following table explains the functionality of the buttons found on the Application Details slideout.
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Button |
Description |
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Edit |
Click to edit the SaaS application’s Display Name, Setting Activity Thresholds, Administrator, and Tags. |
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Deactivate |
Click to deactivate a SaaS application that you no longer wish to manage in SaaS Management. Important:Deactivating a managed SaaS application results in the following:
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The following table describes the Overview information on the Application Details slideout.
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Term |
Description |
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Display Name |
This application name can be edited for a particular application instance (Example: “US Salesforce” and “EMEA Salesforce”). |
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Associated Application |
This is the application name from SaaS Management’s catalog of Managed SaaS Applications. |
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Activity Threshold |
This number defines the number of days before a user is considered inactive to align with your organization’s expectation of SaaS license usage. The default activity threshold is 60 days. You can customize your activity threshold to 15, 30, 60, 90, or 120 days. For details, see Setting Activity Thresholds. |
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Administrator |
This field displays the email address of the application administrator who manages the users or usage of the application. |
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Category Group |
This is the top-level category for organizing similar applications within SaaS Management. |
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Category |
This is the second-level category for organizing similar applications within SaaS Management. |
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Sub-Category |
This is the third-level category for organizing similar applications within SaaS Management. |
Overview Tab Features for SaaS Applications that Display Application Usage
The following table describes the Overview tab features for SaaS applications that display application usage by enabling the Application Access integration task. For a current list of SaaS applications that support the Application Access integration task, see the App Access column in the Application Task Tracking chart.
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Feature |
Description |
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Application Details |
Clicking this link takes you to the Application Details Slideout. |
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Activity Status |
For the selected SaaS application, the Activity status graph shows the sum total and percentage of active, inactive, and never active users. The activity status is calculated based on the user’s last login date and the current threshold listed above the Activity status bar graph. For details, see Setting Activity Thresholds. Activity Status Data Drill Through Clicking the green, yellow, or red bars in the Activity status graph or clicking the active/inactive/never active user links takes you to the selected SaaS application’s Users tab. The data table in this Users tab is filtered based on the Activity Status column with the relevant filtered value (active/inactive/never active). |
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Total Accounts |
This is the total number of accounts connected within SaaS Management for a SaaS application. |
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Days Since Last Activity |
For the selected SaaS application, the Days since last activity graph shows the number of users whose last activity date falls between the preset date range. Days Since Last Activity Data Drill Through
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Activity Status Over Time |
For the selected SaaS application, the Activity Status Over Time graph shows over a 30-day, 1-year, or 2-year period the number of active, inactive, and never active users. When 1 year or 2 years is chosen, each data point will be taken from the first day of each month. Activity metrics are generated for each day within the past 30 days and for each first of the month before that going back to the oldest active date for a user on the application roster. If no usage events were recorded before a particular date, the active user count would be zero for that day. For example, your activity threshold is 15 days, and you have someone on the application roster with an active date of June 28, 2019. For every first of the month, for every user, SaaS Management looks at recorded usage events and asks how many of them happened within the past 15 days of the day in question. Each user with a usage event count greater than zero is an active user. When an integration is initially set up and only 30 days of usage events are pulled in, SaaS Management still asks on the first of each month how many recorded usage events happened within the past 15 days. However, no events would be recorded for most of those days, so the active user count would be 0. |
Overview Tab Features for SaaS Applications Without Usage Data
The following table describes the Overview tab features for when usage data is not available for a SaaS application. In this scenario, the Application Access integration task cannot be enabled. For a current list of SaaS applications that do not support the Application Access integration task, see the empty App Access column in the Application Task Tracking chart.
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Feature |
Description |
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Total Users |
Depending on the SaaS application, the source for the total number of users comes from the:
Note:SaaS applications that only have an HR Roster task enabled (Example: Human Capital Management (Workday)) will not have a total users count. |
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Managed Licenses |
The number in the Managed Licenses tile equals the total number of licenses created in the SaaS application’s Licenses Tab . |
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Estimated (Est.) Annual Spend |
This is the total annual cost for all the Managed Licenses. |
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Total Users Over Time |
This line chart shows the total users over a 30-day, 1-year, or 2-year period. |
Overview Tab Licenses Table for SaaS Applications that Support License Differentiation
The following table describes the Overview tab Licenses Table features for SaaS applications listed in the Managed SaaS Applications page that support License Differentiation. For a listing of SaaS applications that support License Differentiation, see the License Differentiation column in the Application Task Tracking chart.
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Feature |
Description |
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License Name |
This is the SaaS application license name provided by Technopedia or a customer-provided license name if the SKU is not available in Technopedia. |
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Remaining |
Based on the license contract, this column displays either:
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Assigned |
Based on the license contract, this column displays either:
Note:A dash “-” is displayed in the Assigned column when the:
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