Admin

The Admin panel manages users and environments: role management, data warehouse logs and announcements.

Announcements

Send messages to all users or only to those of a specific organization (organization admins can only reach their own organization). Appears on the homepage.

• Start and end date are optional; empty = visible immediately until removed.
• Notify Users also shows the message in the notification tab at the top.
• Priority places an announcement at the top.
• The body supports Markdown (headers, lists, links).

Audit Logs

Monitor actions by organization users: user agent, client IP and additional properties per log type. Filterable by date range, severity or user.

Database overview

View all databases the organization uses. A custom database can be updated directly here.

Firewall

Grant or deny access per IP address, so admins can control where Yres may be accessed from.

PowerBI Models

Manage unified models per environment, so the correct models are called (e.g. on refresh via the master pipeline). Setup: first add a data source of type PowerBI (see data source requirements); the tenant then appears and you can retrieve workspaces/models.

Rebuild

Reset data to factory settings — for the whole organization or only the Azure Data Factory.

Settings (entire application)

Applies to all environments. Includes, among other things, the number of parallel processes used to load sources into the database/data lake (integer 1–50). The Danger Zone lets you cancel the subscription by deleting the organization (does not affect your Azure environment, only removes the organization from the Yres portal).

Secrets

View secrets in the associated key vault, with scope and any expiry date. With the right permission you can update a value.

Shared integration runtimes

Manage self-hosted integration runtimes for ADF. An IR requires a name + description; after creation you download the Microsoft IR tool via the info icon and register it with the keys shown. Cannot be undone.

Update Environment

Update an environment to the latest Yres version. Advice: test a new version on dev first before updating prod. See release notes.

Users & Roles

• Users — create with email, role and whether SSO is required. New users receive an email with a default password (changeable in account settings).
• Roles — standard roles plus custom roles, usually following CRUD per permission type. Permissions outside CRUD (such as building ADF code) are listed under "Other".

Environment admin (environment-specific)

Azure Resources

Overview of linked Azure resources: name, type, location and direct hyperlink.

Change deployment rules

Translate object names between environments, e.g. ERP_DEV.Product (dev) → ERP_TST.Product (test) → ERP.Product (prod). Apply before importing a change; often combined with Source/Schema/Table overwrite so the table name stays stable across all environments.

Data Warehouse Logs

View and filter logs with step-by-step actions of executed stored procedures (by date, type of sproc, severity). Not available on Development.

Environment Settings

DWH settings configurable per environment. Configure these before the first source is added, for consistency. The Stage and HIS schema settings must be the same (in sync) between environments. Most important:

Setting	Meaning
DefaultStore	Row- (default) or column-oriented storage. Row = reading/writing, column = queries.
DefaultKeepStage	Truncate the staging table after a delta load (NO) or keep records (YES).
DefaultODSMemOptimized / DefaultStageMemOptimized	Store ODS/STAGE tables memory-optimized.
DefaultServiceTier / HighServiceTier	Azure database service tier (and what to scale up to under high load).
AutomaticDatabaseScaling	Automatically scale the database for managed loads.
DefaultSurrogate	Automatically create surrogate keys (stored in [LoadManagement].[SurrogateKeys]; overridable per table).
UsePagination / PageSize	Process large datasets in pages (overrides DefaultKeepStage).
RetryCount	Number of retries per request.
SchemaHIS / SchemaStage	Names of the HIS and STAGE schema.
StorageSize	Storage in GB (depends on the service tier).
BIDashboardUrl / BIDashboardHeight	Embed URL and height of the Power BI dashboard.
AllowUpdatesInYresSchemas, AllowDeletesFromDB, AllowSettingsUpdates, AllowLogManipulation	Whether users may directly modify/delete/configure/edit logs in the database.

Health Checks

Status of the DWH side of Yres. Based on [Maintenance].[vwYresChecks]; shows common issues, often with an error message and sometimes a SQL script to fix them. Be careful with scripts — consult a Yres admin if in doubt.

PowerBI Dashboard

Shows a Power BI report in the web app via an embed URL.