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Klera Home

Klera Home

Klera Home is Klera’s landing page after login. Klera Home lets you access the Klera Store, Manage all your Klera resources (Apps, Connectors, Schedules, and Templates), and access some learning resources.

From Klera Home, you can:

  1. Create an App
  2. Access featured apps from the store, quick guides etc.
  3. Access and manage your resources from
    1. My Space
    2. Data Sources
    3. Accounts
    4. Schedules
    5. Templates
  4. Access Klera Store to
    1. Search resources hosted on Store
    2. View documentation of these resources
    3. Install these resources in your Klera account

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Create App

  1. Click 2.png, following form will be displayed.3.png
  2. Provide information in following fields
    1. Name - Name for your App.
    2. Description - Purpose or business value of your App.
    3. Select Category - Category is a meta attribute to logically categorize an App e.g. All Apps related to Marketing etc. You can select from existing ones or provide a new one.
    4. Add to Solution - Solution is a collection of Apps solving a Business Use Case e.g. You may need multiple Apps for automating the Recruitment process of your enterprise. All such Apps shall be put in a Solution. On ‘Klera Home’ Solutions are shown separately. A solution contains all the Apps added to it at the time of creation. An app can be part of one solution. You can select an existing solution or provide a new one.
      Note: To learn more, refer to Basic Concepts and Terminology.
    5. Tags- Type a tag and press <Enter>. Tags can be used for searching the apps.
  3. Click Create.
  4. A new App will be created and opened in a new browser tab.

What is New in Klera

In this space, you can access following information

  • New App launches
  • Popular Apps
  • New feature introductions
  • Quick start guides

My Space

The 'My Space'  tab on Klera Home is used for managing your Apps, Folders, and Solutions.

1. Manage Apps Click on any of the filters under “Manage’ to see matching resources
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Resource listing on various filters:
MicrosoftTeams-image__14_.png

All - Lists All Apps (Executable), Editable Apps (Formerly called Explorations) and Folders you have access to. This is the only filter that will show Folders.

Solution - All Solutions you have access to, i.e. Created by you and Published to you

Apps - All the Apps (Executable) you have access to (created by you, Published to you by other Authors)

Editable - All the Editable Apps you have access to (created by you, Shared With you by other Authors)

Owned by me -  All the Apps (created by you, Installed from Store by you)

Published by me - Apps (Executable) published by you to other Users

Published to me - Apps (Executable) published to you by other Users

Shared by me - List Editable Apps shared by you with other Users for working collaboratively with them

Shared with me - Editable Apps shared by other Authors for collaborative working

Recent - All Apps recently accessed by you

 

2. Search

    1. Click on the  searh_icon.png icon.5.png
    2. In the Search box, enter the keyword to search for. As you type, resources that match the search criteria will be listed.6.png

 

3. Upload Apps

    1. Click on the download.png icon to upload an App.
    2. Select an option.
      1. Upload Editable App(.Expl file)
      2. Upload Executable App(.Appl file)
    3. The Upload App dialog opens.
      unnamed.png
    4. Click ‘BROWSE’, select the ‘.expl’(For Editable App) or ‘.Appl’ (For App) file you want to upload, and click Open.7.png
    5. The ‘Browse’ dialog will close and the file name will be displayed in the dialog.8.png
    6. Click ‘UPLOAD’.
    7. On successful upload, App will be opened in a new tab.

 

4. Create Folder

   You can organize your Apps in Folders.

    1. Click on the 9.png  icon.
        • In the pop-up, enter the name of your folder.10.png
    2. To create a folder within a folder, open the folder with a  double click, and follow steps 1 and 2

 

5. List/Tile View

List View

Click On 11.png to show Resources as a list with details, such as Type, Created By, Created On, Last Modified On, etc.

12.png

Tile  View

Click On 13.png to show Resources as tiles. This view shows the preview of an App. As an Author you may also configure to show an image in the tile view for branding of your app. 

14.png

 

6. sort

  Depending on your view the sort option will be available.

Tile View 

      1. Click on 15.png in the upper right hand corner.
      2. Choose the criterion to sort your resources on, i.e. Type, Name, Modified On, etc.
      3. Click on the17.png ,16.pngicon to toggle the sort order. 
        18.png

List View

      1. Click on the column headings in the list to sort the files.
      2. Click on the ascending 16.pngor descending 17.png  icon on column headers to toggle the sort order.19.png

Actions on  Resources

  1. Click on the 20.png  icon to access actions that can be performed on resources (App, Folders, Solutions)

Note: All these actions are accessible on a right-click on resources

Folder 

21.png

    • View Details: Shows the detailed attributes of the folder

      22.png
    • Open: Opens the folder to show its content
    • Delete: Deletes the folder.
    • Rename: In the pop-up, type a new name and press Enter.
    • Cut: To move a folder,
      • Click Cut
      • Navigate to the destination folder
      • Right click, and click Paste

Editable Apps

23.png

    • View Details
      • Opens details pane on the right side
      • Shows details (e.g. Description, Execution Graph, Screen Preview etc.) in the pane
    • Edit Documentation: Edit the information about the App such as Description, FAQs, etc. (This documentation is shown on the App Store as well)
    • Edit:  Opens the App for modification in a new tab
    • Delete: Deletes the selected App permanently after confirmation. You can only delete the Apps owned by you.
    • Rename: In the pop-up, type a new name and press Enter.
    • Create Copy: Creates a copy of the selected App and opens it in a new tab. 
    • Cut: To move an App from one folder to another, Click Cut. Navigate to the destination folder, then  do right click and click Paste to move the app to destination folder
    • Add Collaborators: Share your App with other authors to collaboratively work with them.
           To learn more, refer to the section: Share and Collaborate.
    • Schedule Job:  You can create schedules to  make your Editable App run as a background job. 
    • Download As: Downloads the App on your machine. Downloaded Editable Apps (.expl files) can be uploaded to a Klera instance.
    • Embed: Creates a snapshot of the Editable App and generates a URL that can be embedded in another web page(e.g. Confluence, Website etc.) The App is rendered in an iFrame in the web page inline.
           To learn more, refer to the section: Embed Apps.

Apps (Executable, Non Editable)

24.png

  • View Details: 
      • Opens details pane on the right side
      • Shows details (e.g. Description, Execution Graph, Screen Preview etc.) in the pane
  • Edit Documentation: Edit the information about the App such as Description, FAQs, etc. (This documentation is shown on the App Store as well)
  • Run:  Opens and executes the App in a new tab.
  • Delete: Deletes the App permanently on confirmation. You can only delete the Apps owned by you.
  • Reset: This option will clean up all the data, connector and instance mappings generated in the past execution of this app. Post reset, App will be executed as if it is being run for the first time.
  • Cut: To move an App from one folder to another, Click Cut. Navigate to the destination folder, then do right click and click Paste to move the app to the destination folder.
  • Publish App: You can publish an App to other users. Users who receive your published app can execute and use the app for the purpose it was built for. 
  • Download As: Downloads the App on your machine. Downloaded Editable Apps (.appl files) can be uploaded to a Klera instance.

Data Sources

The “Data Sources” tab on Klera Home is used for the management of Connectors. It lists all the Connectors you have  access to.

  1. Manage

    • Click on any of the options under “Manage’ to filter the Data Sources.
      25.png
      User Interface Element Description
      All List all the Connectors.
      No Instance List all the Connectors that do not have any Instances.
      Recently Added List Connectors that have been recently added
  2. Search
      1. Click on the search.png  icon.
        26.png
      2. In the search box, type the name to search for Data Sources. As you are typing, Data Sources  that meet your search criteria will be listed.
  3. List/Tile View
      • Click on the  27.pngor 28.png  icon to show the Data Sources in the list or tile view.
  4. Upload Data Sources
      1. Click on the download.pngicon and select  Upload Data Source. 29.png
      2. The Import Connector dialog opens. Click ‘BROWSE’,30.png
      3. Select the Connector package,  you want to upload, and click Open.31.png
      4. The ‘Browse’ dialog will close and the Connector  file name displayed in the dialog. Click ‘Import’.
        32.png
        Once imported, the Connector is available in the Data Sources tab.

More Actions on  Data Sources

  1.  Select the Data Source. 
  2.  Click on the20.pngicon for more actions specific to the selected Data Source. 33.png
    You will get the following options:
      • View Details
      • View Instances
      • Delete
      • Export
      • Add Instance

Note: All these commands can also be accessed by right-clicking on a Data Source.

  • View Details: To view the details of the Connector like name of the connector, the number of instances for the Connector, its creation date and time, its owner etc. The following pane opens. 34.png
    On the details pane, the following information is available.
    User Interface Element Description
    Details tab Details tab contains the description of the connector, its version, creator, category. It also lists all the instances of the connector you have access to.
    Datasets tab The Datasets tab contains the lists of Datasets that are generated by operations of this Connector. For each Dataset, the available columns are also listed.
    Operations tab
    		 The Operations tab lists all the operations available in the Connector along with their description.
  • View Instances: To list all the Instances of the Connector you have access to. Details like the name of the Instance, the URL it is configured to and the Authentication type are available35.png
  • Delete: To delete a Connector. You can delete it once all its Instances have been deleted.
  • Export: To download the Connector package to local storage, typically the “Downloads” folder on a Windows machine. This package can be later uploaded on a different Klera instance using the “Upload Data Source” operation.
  • Add Instances- To create an instance of a Connector to connect it to your “instance” of the tool.
    1. Provide Name for the Instance, for example, “Production Jira”.36.png
    2. Select the checkbox to enable the automatic addition of custom fields.

      Tools like Jira, enable the creation of custom fields. When you select this checkbox while connecting to an instance, these custom fields are automatically discovered and added.

    3. Click ‘Add’.
    4. On the next screen, provide the following details
      • Instance URL: Automatically filled
      • Description: Give the description of the instance
      • Authentication Type - Select the authentication type on the list. You can see the options based on what authentication methods are supported by the connector/application.
      • Add Account: Select from the list:
        • Existing Account: Select the Account from the existing accounts.
        • Create New Account: Provide Account Name, Username and Password.
      • Select the “Auto-trust self-signed SSL Certificate “checkbox if the tool uses a custom certificate. Selecting this option auto trusts the certificate instead of manually adding the certificate in the key store.
      • Select the “Use proxy server to connect “checkbox if the tool needs to be connected via proxy server.
        37.png
      • Click Test Connection to validate the login credentials.
      • Click Save.
        You will get notified that the instance is created. The Instance can be managed by using the “View Instances” operation.

More Actions on Instances

The following image shows the instances of Jira Connector.

38.png

To learn more, refer to the section- View Instances.

  1. Click on the  20.png  icon for more actions specific to the selected instance.
    39.png
  2. Select the desired option.
      • View Details
      • Delete
      • Share
      • Configure
    • View Details- To display the information about the instance, the following pane opens.
      40.png
      On the details pane, the following information is available.
        User Interface Element Description
      1 Details tab
      		 Details tab contains the Owner of this Instance and the date and time at which this Instance was created.
      2 Datasets tab The Datasets tab contains the lists of Datasets that are generated by operations of this Instance. For each Dataset, the available columns are also listed. Keep in mind that the Dataset columns may differ across Instances as tools support Custom columns as well. Custom Columns will be different across Instances.
      3 Operations tab The Operations tab lists all the operations available in the Instance along with their description
    • Delete- To delete the instance by the owner. You can not delete an instance which is shared with you.
    • Share- You can share the Instances with other Klera users. Sharing enables multiple users to use the same Instance to either build their Apps or run their existing Apps. On the following screen, add and remove users/roles you want to give access to the Instance.
      41.png      Once shared, the Connector and the Shared Instance is available on the other user’s Klera Home.
    • Configure:  To (re)configure the Instance for example, to change the URL and/or the account used to connect to the tool. Provides details like the URL of the tool, and the Account to be used to connect to the tool.
      42.png      Click “Test Connection” and once tested/connected successfully, click “Save”.

Accounts

The 'Accounts'  tab on Klera Home is used for the management of Accounts.

  1. Manage
    • Click on any of the options under “Manage’ to filter the Accounts.
      43.png
      User Interface Element Description
      All List all Accounts
      Recently Added List Accounts that have been recently added
      Basic Authentication List Accounts that use Basic Authentication to connect to tools
      OAuth Authentication List Accounts that use OAuth Authentication to connect to tools
      Token Based Authentication List Accounts that use Token Based Authentication to connect to tools
      Digest Authentication List Accounts that use Digest Authentication to connect to tools
      Custom Authentication List Accounts that use Custom Authentication to connect to tools
      No Authentication
      		 List Accounts that do not require any Authentication to connect to tools
      Shared with Me
      		 List Accounts that have been shared with me(the logged-in user) by other users
  2. Search
    1. Click on the search.png  icon.
      44.png
    2. In the Search box, type to search for Accounts on the basis of Name.
  3. List/Tile View
    • Click on 27.pngor28.png   icon to show the ‘Accounts’ in the list or tile view.
  4.  Add Account
    1. Click on 45.png.
      46.png
    2. Provide Account name, username and password. 
      47.png
    3. Click on ‘Submit’.

More Actions on  Accounts

  1. Select the Account you would like to take action on.
  2. Click on the 20.png icon for more actions specific to the selected Account.
    48.png
    You will get the following options:
      • View Details
      • Associate
      • Delete
      • Edit
      • Share
    • View Details: Shows the Account detail such as user id, authentication type etc.
      49.png
      On the details pane, the following information is available
      User Interface Element Description
      User ID The ID configured while creating the Account
      Validity Indicates whether the Account is valid or invalid
      Authentication Type The type of authentication used while creating the Account
      Shared with
      		 The list of users with whom the Account is shared
      Associated Instances
      		 The Instance with which this Account is associated
    • Associate-Associating an Account with multiple Instances enables the same set of credentials to be used while communicating with these Instances. When the credentials are changed, you just need to edit the Account and the new credentials are used across all associated Instances.
      • On the next screen, select the Instance to Associate the account with.
        50.png
    • Delete- Deletes the account after confirmation.
      51.png       
    • Edit- Enables you to change the credentials configured in the Account. For example, in the case of Accounts with Basic Authentication scheme, you can change the username and password.
      52.png       
    • Share- Enables you to share an Account with other users and/or Roles. Other users do not need to add the Account and can use the shared Account with their Instances. This is especially helpful when Enterprises want all users to use a Service Account for a tool without sharing the credentials with all users. The user who knows the credentials can add the Account and then share it with the rest of the users.
      53.png

Schedules

The 'Schedules'  tab on Klera Home shows all the Editable Apps on which have been scheduled to run in background. You can view, edit, and disable these schedules.

  1. Manage Schedules
    Click on an option under ‘Manage’ to filter the list of Editable Apps on the basis of their schedules.
    54.png

    All - Lists all the Editable Apps on which a schedule has been defined. 

    Recently Added - List all Editable Apps on which a schedules has recently been added

    Upcoming- List of all Editable Apps in the order of their next scheduled execution time

More Actions on Schedules

  1. Click on the 20.png  icon to access actions that can be performed on scheduled Editable Apps.
    55.png

    You will get the following options:

    • View Details
    • View Schedules

Note: These options are available on a right-click as well

  • View Details:
    • Opens details pane on the right side
    • Shows scheduling details of this Editable App (e.g. Number of unique schedules, status, Successful and Failed runs) in the pane.
      56.png
  • View Schedules: Lists all the unique schedules associated with this Editable App.
    57.png

Actions on Schedules

  1. Click on the 20.png  icon to access actions that can be performed on these schedules.
    58.png
    You will get the following options:
      • View Details
      • Delete Schedule
      • Disable Schedule
      • Edit Schedule
      • Run Now

Note: These options are available on a right-click as well

  • View Details:
    • Opens details pane on the right side
    • Shows details of this schedule (e.g. recurrence pattern, interval etc.) in the pane 59.png
  • Delete Schedule- Deletes the schedule after confirmation.
  • Disable Schedule- Disables  a schedule. You can enable a disabled schedule.
  • Edit Schedule-  Modify this schedule
  • Run Now - Runs the schedule immediately, once.

Templates

The 'Templates'  tab on Klera Home is used for the management of Templates.

  1. Manage Templates
    Click on any of the options under “Manage’ to filter the list of Templates.
    60.png

    All - Lists all theTemplates.

    Owned By Me - Lists all the Templates owned by you. This includes Templates created by you and installed by you from the Klera Store.

    Published To Me - List Templates published to you by other Users so that you can reuse their work

    Recently Added - List All the Templates either created by you or Installed (from the Klera Store) sorted by their creation time.

  2. Search 
    1. Click on the search.png  icon. 
      61.png
    2. In the Search box, enter what you are looking for. As you are typing, Templates that meet your search criteria will be listed.
  3. Upload Templates
    1. Click on the download.png icon, Select ‘Upload Template(s)’ option
      62.png
    2. The Upload Template(s) dialog opens.
      63.png
    3. Click ‘BROWSE’, select the ‘.template’ or ‘.templatex’ file you want to upload, and click Open. 64.png
    4. The ‘Browse’ dialog will close and the selected file name will be shown in the dialog65.png
    5. Click ‘UPLOAD’.Once uploaded, the Templates will be listed in the Templates tab.
  4. List/Tile View 
    • Click on the 27.png or  28.png  icon to show the Templates in the list or tile view. 
  5. Sort your Templates 

    Based on your view (List/Tile) the sort options will be available

    To learn more, refer to the Sort section under the My Space tab.

More Actions on Templates

  • Click on the 20.png  icon to access actions that can be performed on a Template.
    66.png

    You will get the following options:

    • View Details
    • Edit Documentation
    • Delete
    • Rename
    • Publish
    • Download

Note: These options are available on a right-click as well

  • View Details: 
    • Opens details pane on the right side
    • Shows the details of this Template  (e.g. Connectors used, publish status etc.) in the pane.
      67.png
  • Edit Documentation: Edit the information about the Template such as Release Notes, How to use, FAQs, etc. (This documentation is shown on the App Store as well)
    68.png
    To add release notes , click on “Release Notes” .
    69.pngHow to Use- Provide Step details such as title, description and image. Click on “Step Details” at the bottom to add more Steps.
    70.png
    FAQs- Click on “Add Question” at the bottom to add more questions. 
    71.png
  • Delete: Deletes the Template permanently on confirmation. You can only delete the Templates owned by you.
  • Rename: In the pop-up, type a new name and press Enter.
  • Publish: Publishing a Template with other Authors enables them to use this template in their App creation flow. A template can be shared with a role only, not with individual users
    • An input form will pop-up. Select the roles to whom you want to publish the Template.
    • Click on Publish.
    • The roles to whom you have published the Template will receive a notification.
      72.png
    • Download: Download the Template on your machine. Downloaded Template (.template/.templatex file) can be uploaded to a Klera instance. This is a convenient way to migrate from one Klera instance to another, for example you can test a Template on  a staging setup and then migrate it to production.

Klera Store

Klera  Store allows you to browse and download ready to use Apps, Solutions, Templates and connectors, developed and uploaded by Klera Team.

  • Click on the 73.png icon to navigate to  Klera Store. The Klera Store home page hosts all the available resources/assets. You can search Apps, Solutions, Connectors and Templates that you need and Install them. Once Installed  they will be available in your Klera Home.
    74.png
  • You can search resources using the Search option. Enter the keyword and hit enter. After Search you will get matched resources in various categories like Apps, Connectors etc.
    75.png
  • Filters are available on the left hand side. You can filter the resultant resources by Category, Rating, Tags. Connectors etc
    76.png
  • For example, if you select 'Admin Apps' and 'Customer Success' in the Category filter, the resultant resources will be reduced accordingly.
    77.png
  • Sort the resources by selecting a criteria in the drop-down
    78.png
  • To view Documentation, Either Click on the item or Click  on the 20.png  icon and select ‘View Documentation’.
    79.png

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