Managing your environment

This article describes best practices when using inriver environments.

Using multiple environments

Customers and partners often have more than one environment in their inriver license. A typical scenario is to have production, test, and staging environments.

If you have access to more than one inriver environment, you can switch between the environments by clicking on > Change environment. You will be directed to the environment selection page, where you can select which environment to access.

How to distinguish between multiple environments

It is possible to distinguish between environments in various ways:

• Different environments can have different colors. If an environment color has been set, a line with the selected color will appear below the main menu of the Web Portal, and as a border around the user icon. 
  
  
• A user logged in to an environment can quickly see information about their working environment by hovering over the user icon in the main menu. The tooltip shows the first, last, customer, and environment names.
  
  

   

  If the server setting SERVER_NAME is configured in the Control Center, it will also appear. If it is not configured then the default name of the environment is shown instead.

• Clicking on the user icon in the main menu will also show the information.

Check out the community´s great tips on how to distinguish between different environments.

How to customize an environment

It is possible to customize an environment to make it more distinct:

Changing color

You can set an environment color using one of the available server settings in the Control Center. The relevant setting is PORTAL_ENVIRONMENT_COLOR_INDICATOR and can be set using HEX or RGB color code.

Adding a logo

You can add a logo on the Dashboard page.

Read more about how to customize the Web Portal in this article. 

Changing the name

You can change the name of the environment using the Control Center. 

In the Control Center
do the following:

1. Click on Settings
   
   
2. Type SERVER_NAME in the search field, to check if the setting is available.
   
   
3. Do one of the following:
• If SERVER_NAME is not available, click Add Setting and add it as a new setting. Click Edit to modify the text in the Value column.
  
  
• If SERVER_NAME is available, click Edit to modify the text in the Value column. 
  
  
4. Click Save

The value that you give to this setting will be shown as the environment name.

Setting a different default role for SSO users

Since Single Sign-On is set on instance level rather than on environment level, all users signing in with SSO will see all of the enviroments. You can set different default roles (and hence different permissions) for users signing in with SSO in the different environments. That way it is possible to avoid having users updating data by mistake without considering which environment they are in. 

Further reading

Customizing the inriver Dashboard Start Page