Client Central User's Guide - G

Yardi
Client Central
User’s Guide
A S
Corporate Website
Client Central
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Published by
Yardi Systems, Inc.
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Yardi Client Central User’s Guide

iii
Document Changes
The following table lists the plug-in versions documented in each manual revision. To determine
which plug-in versions you use, select Administration > About. If a manual documents multiple plug-
ins, use the manual revision associated with the most recent plug-in version you use.
A number following the revision letter indicates changes since the previous revision are non-substan-
tive: style, pagination, and so on. Thus, revision a.1 contains the same substantive material as
revision a.
Document
Publication Date Revision Newly Documented Software Other Substantive Changes
21 November g Added information about Managing Files

2017 to Chapter 2, “Cloud.”
Added information about Unlocking Users
to Chapter 5, “User Management.”
25 July 2017 f Updated information about default groups.
10 May 2017 e Added Chapter 4, “Licensing.”

Added information about ySQL and
database restoration to Chapter 2, “Cloud.”
17 May 2016 d Updated information about support.
30 September c Added information about cloud-related

2015 functionality and screens.
30 April 2015 b Converted new features document to user’s

guide.

iv
Contents
Introduction ...................................................................................................................... vi
About Yardi Client Central ................................................................................................ vi
About this Document ........................................................................................................ vi
Chapter 1: Login and User Interface...............................................................................................1

Login ....................................................................................................................................... 1
Home Page ............................................................................................................................ 3
Documents ............................................................................................................................ 5
Videos ..................................................................................................................................... 8
Product Resource Pages ...................................................................................................11
Site Search ...........................................................................................................................13
Chapter 2: Cloud ................................................................................................................................... 16

Cloud Dashboard ...............................................................................................................17
User Activity Map ...........................................................................................................19
User Activity Table .........................................................................................................21
Usage .................................................................................................................................21
DB Transactions ..............................................................................................................22
Databases.............................................................................................................................22
Viewing Database Information ...................................................................................24
Viewing License Information .......................................................................................32
Database Restoration ....................................................................................................33
Webshares ...........................................................................................................................37
Viewing Installed Plug-ins ............................................................................................38
Viewing Release Information ......................................................................................38
ySQL.......................................................................................................................................39
ySQL Security ...................................................................................................................39
Performing SQL Queries ...............................................................................................39
Managing Files....................................................................................................................43
Granting Access to Manage Files ...............................................................................43
Managing Files in the Voyager Default Path ...........................................................43

Contents v |
Guide to Cloud Services ...................................................................................................44
Case Approvals ...................................................................................................................45
Cloud Reports .....................................................................................................................46
Chapter 3: Support .............................................................................................................................. 47

Support Overview ..............................................................................................................47
Support Requests and Cases ...........................................................................................47
Adding and Reviewing Support Requests ...............................................................48
Converting Support Requests to Support Cases ....................................................53
Adding and Reviewing Support Cases .....................................................................55
Knowledge Base .................................................................................................................59
Chapter 4: Licensing ........................................................................................................................... 60

Licensing Overview ...........................................................................................................60
Licensing Setup ..................................................................................................................60
License Files.........................................................................................................................61
License Orders ....................................................................................................................62
Chapter 5: User Management ........................................................................................................ 64

User Management Overview ..........................................................................................64
Users ......................................................................................................................................64
Adding and Editing User Records ..............................................................................65
Forcing Users to Change Passwords .........................................................................69
Unlocking Users ..............................................................................................................69
Groups ..................................................................................................................................69
Adding and Editing Groups .........................................................................................70
Approvers ............................................................................................................................74

vi
Introduction
About Yardi Client Central
Yardi Client Central is your source for product information like manuals and training videos. It’s also
your portal to Yardi Cloud Services and Support.
About this Document

This document describes how to use Yardi Client Central.
Your Client Central administrator configures Client Central access. Graphics and descriptions include
all available menus, but most users have access to a subset of menus.
This document does not typically describe fields like First Name or Email, for which the purpose is
self-evident.
An information provides background information. For example, it may explain how changes made in one screen affect
data that appears in another screen.
A caution explains how to avoid a potential problem, or indicates that a process will cause irreversible changes to your
data.
A tip describes a way to get more from your software. For example, it may explain an alternative way to perform a task.

1
CHAPTER 1
Login and User Interface

In this document:
Login. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Home Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Videos. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Product Resource Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
Site Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13
This chapter describes the login process and user interface for Client Central.
Login
The Client Central login screen appears when you access the Client Central URL
(https://clientcentral.yardi.com).
Yardi provides login credentials to your organization’s Client Central administrator. Your Client Central
administrator or any other member of the Admin group can use the User Management feature to add
and manage users.
For information about the Admin group, see “Groups” on page 69.

Chapter 1: Login and User Interface 2 |
Forgotten Password
If you forget your password, click Forgot Password to open the Password reset screen.
After you enter your email address and click Send, the system sends you a link you can use to reset
your password.
When copying the password from an email message, be careful not to include the space or hidden character following
the password. It can be difficult to see that extra character selection in email message windows. If what you paste into
the password field includes that extraneous character, Client Central displays an “Invalid email or password” message
when you click Login. If you experience this problem, after selecting the text of the password in the email message,
press the Shift key and then use the left-arrow key to move the end of the selection to the last visible character. Then
copy the text. The following graphic shows a password with (top) and without (bottom) the extra space selected.

Home Page
User menu
Site menus
Site Search
View all
videos
Document
filter
Document
Search
User menu Provides access to two menu items:

Profile Opens the User Profile screen, where you can update your name and contact phone
number for support.
Logout Logs you out of Client Central and opens the login screen.

Site menus Home Opens the Welcome to Yardi Client Central page (the page that appears when you log
in to Client Central).
Cloud Provides access to Yardi Cloud applications and support. For more information, see
Chapter 2, “Cloud.”
Product Resources Provides access to general, product-specific, and module-specific resources
like manuals and training videos, as well as information about events, consultants, and user
groups. You can access many of the same resources from the Home screen, but selecting an item
from the Product Resources menu limits the displayed resources to those matching the selected
product or module.
Support Provides access to screens for adding and reviewing support requests and cases, and a
link to the Yardi Knowledge Base. For more information, see Chapter 3, “Support.”
Licensing Provides access to screens for viewing license information and adding or reviewing
orders for license changes.
User Management Provides access to screens for adding and setting up users, groups, and
approvers. For more information, see Chapter 5, “User Management.”
Site Search Finds documents, videos, and web pages that match the search criteria. For more information, see
“Site Search” on page 13.
TIP The Home screen has two search fields. This field searches everything. The search field in the
Documents section searches only documents.
Document filter Determines which document links appear. For more information, see “Finding Documents” on
page 8. Use the Document Search field to refine results.
The filter includes three fields:
Type Resource category:
• Archived Manual Manuals prior to the current revision.
• Conference Materials Handouts, Microsoft PowerPoint slide shows, and other documents
from YASC and other conferences.
• Known Issues Documents describing identified software issues.
• New Features Documents describing changes associated with a plug-in release.
• Newsletter
• Other Documents that don’t fit any of the other categories.
• Product Manuals Formal documentation like user’s guides, setup guides, and so on.
• Release s
• Sample Reports
• Techs White papers and other informative documents.
• Videos & Webinar Recordings Videos and recordings from conferences and webinars. For
training videos, see the Video Library, further down the Home page.
Product Product category. Some items, like Voyager 6 and Voyager 7S, are refined by version
number.
Module Product subcategory.
Document Search Finds documents that match the search criteria. Use the filter fields to refine results.

Documents
The simplest way to find a specific document is through the Document Library section of the Home
page.
The following procedure describes an order for using the filter and search features. You can, however, use these
features in any order. This is especially useful if you want to see all of the documents available for a product or module.
You could, for example, select Voyager 7S from the Product list and Affordable from the Module list to view all Voyager
7s Affordable documents: archived manuals, release s, new features, and so on.
To find a document
1 On the Home page, in the Documents section, select the Type of document you want to view.
For current manuals, choose Product Manuals. For older manuals, select Archived Manuals. For descriptions of
other types, see “Document filter” on page 4.
You can select multiple items in each filter field.
EXAMPLE Selecting Product Manuals from the Type list limits display to current manuals.

Chapter 1: Login and User Interface 6|
2 Select the Product for which you want to view documents.
EXAMPLE Because the Type is still set to Product Manual, selecting Voyager 7S from the Product
list limits display to the most recently uploaded product manuals for Voyager 7S.

3 Select the Module for which you want to view documents.
EXAMPLE Because you previously selected a Type and Product, selecting Affordable limits display
to Voyager 7S Affordable product manuals.
The “code” at the end of most titles indicates the product version and document revision. For example, “Affordable
Housing Setup Guide 7S_d” is revision d of the Voyager 7S Affordable Housing Setup Guide. In most cases, if you
select Product Manuals from the Type field and complete the Product field, only one revision of each title
appears. If you see multiple documents with the same title, the document with the later revision letter (for
example, e rather than d) is newer. Some document titles include further refinements. For example, a document
about a third-party product like Microsoft IIS may include the IIS version in the title.
4 To further limit the results, type a few characters, a word, or a phrase in the Document Search field.
EXAMPLE Typing cert limits the results to documents with certification or recertification in the title.
5 If you do not find a document for the product version you are using, try expanding the search to
include documents for earlier or later product versions.
EXAMPLE Adding Voyager 6 to the Product field adds Voyager 6 Affordable manuals with cert in the
file name.
6 If you want to add a different type of document, select it from the Type field.
EXAMPLE Adding Conference Materials to the Type field adds Voyager 6 Affordable conference
materials with cert in the file name.

Videos
You can reach most training videos by clicking view all videos in the Featured Videos section of the
Home page.
To find videos other than training videos—for example, videos from conferences or webinars—use Site Search. For
more information, see “Site Search” on page 13.
Video Controls
The home page displays three featured videos. If you click view all videos, the Videos screen appears.
You can narrow the range of videos that appears by selecting filters. For information about finding vid-
eos, see “Training Videos” on page 11.
Remaining time Video quality
Play/Pause Volume
Full screen
Play/Pause Click to start the video.

When the video is playing, the button becomes a Pause button .
Remaining time Initially displays the total length of the video in minutes and seconds. As the video plays, the
remaining time decreases.
Volume When all five bars are illuminated, the video is at full volume. Clicking a bar in the middle of the
volume control reduces the volume. Clicking all the way to the left of the control mutes the sound.
Video quality Click to display a list of available quality levels: 1080p, 720p, 540p, 360p, and Auto. Higher numbers
represent higher quality, which uses more bandwidth. If playback is not smooth, try a lower
quality.
Full screen Click to enlarge the video to fill the browser window. If you are viewing in full-screen mode, click
to exit that mode.

To find and view a training video
1 On the Home page, in the Featured Videos section, click view all videos. The Videos page
appears.
Filters

2 Click a filter item to limit the displayed videos.
EXAMPLE Clicking Voyager 7S in the Products list limits display to Voyager 7S videos. Clicking Audit
Analytics in the Modules section further limits the displayed options.
The search field in the Modules section searches module names. If you want to search the text of video titles, use
the Site Search field on the home page and then select Videos & Webinar Recordings from the Category filter.
See “Site Search” on page 4.

3 Click the thumbnail for the video you want to view.
EXAMPLE Clicking How to Generate Audit Analytics Reports opens the window for that video.
(The graphic does not include the Close button that appears at the top right of the window.
Clicking the button closes the window.)
4 Click the Play button.
For more information about video controls, see “Videos” on page 8.
Product Resource Pages

Many Yardi products and modules have a dedicated Client Central page that displays resources perti-
nent to that product. These pages are useful for browsing available resources. This section describes
how to find manuals, videos, and other product information on product-specific resource pages.
Product Resource pages use the same filter and search features as the home page. For more information about these
features, see “Documents” on page 5.

|
Chapter 1: Login and User Interface 12
To use a product-resource page to find a resource

1 From the Product Resources menu, select the menu item for a product.
The screen for that product appears, with a list of resources. Client Central sets the Product filter and,
if your selection was a module, the Module filter.
EXAMPLE Selecting Genesis and Genesis2 opens the page for those products. It has two software
resources sections, one for with the Product field set to Genesis2 and one with the Product field set
to Genesis. (The following graphic shows only the Genesis2 resource section.)

2 To further limit the results, type a few characters, a word, or a phrase in the Search field.
EXAMPLE Typing check limits results to the CHECKscan User’s Guide.
Site Search
Site Search finds documents, videos, and web pages anywhere on Client Central. If you don’t know
what resources are available, or you want to find multiple types of resources at one time, Site Search can be
helpful. If you are looking for a particular document, however, use the method described in “To find a doc-
ument” on page 5.

|
Chapter 1: Login and User Interface 14
To use Site Search to find a resource

1 In the Site Search field that appears near the top right of the Home page, type a word or phrase
and then either press Enter or click the magnifying-glass icon at the right end of the field.
Client Central displays the search results, which may include both documents and videos.
2 If you want to limit the display by category, click an item in the Categories section.
3 If you want to limit the display by type or module, click items in the Products and Modules sec-
tions.

4 If you want to view only web pages pertinent to the filter and search criteria, click items in the
Pages section.

16
CHAPTER 2
Cloud
In this chapter:
Cloud Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Webshares . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37
ySQL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Managing Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Guide to Cloud Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Case Approvals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
Cloud Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46
This chapter describes how to use Client Central to:
• View information about your Yardi Cloud service
• Request restoration of test databases
• Perform SQL queries
• View and change files in your Voyager default path
Each top-level heading corresponds to an item on the Cloud menu.
If you do not see a Cloud menu, you are logged in as a member of a group that does not have access to that menu.

Chapter 2: Cloud 17 |
Cloud Dashboard
In this section:
User Activity Map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
User Activity Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
DB Transactions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
The cloud dashboard shows you information about your servers and databases. This section describes
each part of the dashboard.
Accessing the Cloud Dashboard

You access the dashboard by selecting Cloud > Cloud Dashboard.
If you do not see a Cloud menu or Cloud Dashboard menu item, you are logged in as a member of a group that does
not have access to that menu or menu item.

Chapter 2: Cloud 18|
The following graphic shows the entire dashboard. Detailed graphics for each section follow, with
additional information.

User Activity Map
The user activity map (sometimes called the heat map) uses IP address information to show user activ-
ity for the selected database. Larger circles mean more activity. The following graphic shows the map
zoomed in with a large circle on the left side and three small circles on the right side.
Database Information
Database Refresh
Pegman
Zoom
controls
Activity Indicators
User Activity Map Screen Reference
Database If you have more than one database, you can select which one you want to view. Database names
end with one of the following three database types:
Live Primary database. Backed up every night. Copies of the backup are stored in the Yardi
environment for ten days, during which you can download them for off-site storage. Live
databases have high availability ranking within a server farm, ensuring quicker access. Copies are
stored securely off-site for disaster recovery.
Active Not a primary database, but treated the same except that there is no off-site storage for
disaster recovery. Yardi typically provides this kind of database for testing purposes in response to
a client request, for an additional fee.
Test Intended for testing. Not a primary database. Has none of the protections listed above.
For detailed information about backup policies for the different database types, see “Cloud
Database Backup Procedures” in the Technical Documentation section of the Yardi Hosting
Components and Guidance Documents page on Client Central. You can access the page by
selecting Cloud > Guide to Cloud Services.
Pegman Google Maps tool for viewing the a location from the perspective of someone standing on the
street. For more information, see Use Street View in Google Maps in Google Help.

Zoom controls Google Maps tools for zooming in (+) and out (–). For more information, see the Change text size,
zoom, rotate, and tilt in Google Help.
Database Information Opens the Database Information screen in a new browser tab. For more information about this
screen, see “Databases” on page 22.
Refresh Refreshes the dashboard with current data.
Activity Indicator Indicates the location of connections to the database. The size of the circle indicates the quantity
of activity.
Clicking an activity indicator opens an information bubble showing the IP address, number of
users, and location. The following graphic shows the information bubble for the larger red circle
from the preceding graphic.

User Activity Table
The table below the User Activity Map shows three categories of logins, each with its own tab.
Active Users Currently connected users.
Recent Logins Users who successfully logged in during the preceding 24 hours.
Failed Logins Unsuccessful login attempts during the preceding 24 hours.
Usage
The Usage section shows the number of users currently connected to the database shown in the
Database field above the User Activity Map, and the total number of users who have connected to
the database since midnight.

DB Transactions
The DB Transactions chart shows the total number of times the SQL database was read from or written
to for each database for the 16-day period ending with the current date. The preceding graphic shows
transactions for the live database in black, with transactions for the test database in green. Clicking a
database in the legend toggles the data for that database on and off.
Databases
In this section:
Viewing Database Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Viewing License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
Database Restoration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
The Databases screen lists each database, including inactivate databases. This section includes
descriptions of each of the types of information you can access from this screen:
• Database Information
• License Information

Accessing the Databases Screen
You access the Databases screen by selecting Cloud > Databases.
If you do not see a Cloud menu or Databases menu item, you are logged in as a member of a group that does not have
access to that menu or menu item.
Inactive Databases
If the screen shows a date in the Scheduled End column for a database, and that date is in the past,
the database is inactive. In the preceding graphic, database atkinson_7supgr is inactive.

Viewing Database Information

You can view detailed information about your databases on the Database Information screen. To
view the screen, click the Action button for the database on the Databases screen and select Data-
base Info from the menu.
The following sections describe the information in the Database Information section and on each of
the ten tabs accessible from the Database Information screen.
Database Information Section
This screen displays data Yardi technical support could use to analyze service or troubleshoot prob-
lems.

Real Time Section
Tabs in the Real Time section display information about current database activity. This section
includes a subsection for each of the four Real Time tabs.
• Wait Statistics Tab
For information about the different wait types, see the Microsoft Developer Network web page titled
“sys.dm_os_wait_stats (Transact-SQL).”

• Running Queries Tab
You can click the info button next to the entry in the Query column to view details about the query.
The following graphic shows details for the query shown in the preceding graphic.
• Lead Blockers Tab
Yardi technical support may use information from this screen to analyze service or troubleshoot prob-
lems.

• Active Sessions Tab
Yardi technical support may use information from this screen to analyze service or troubleshoot prob-
lems.
Historical Section
Tabs in the Historical section display information about 30 days of database activity, ending with the
previous day. For example, the graphics showing data for 6/15/2015 through 7/14/2015 were created
on 7/15/2015.

If you drag the pointer over a chart in this section, information about the part of the chart below the
pointer appears. For example, the following information appears when the pointer is over June 18 on
the Read/Writes chart.
By default, the charts show 30 days of data in 24-hour increments for the period ending the previous
midnight (in the time zone where the server resides). You can zoom in by moving the sliders on the
lower chart closer together. For example, the following graphic shows that moving the right slider as
far left as possible causes the chart to display seven days of data in 12-hour increments.

• Trans/Sec Tab
This tab shows the number of database transactions per second by day.
• Read/Writes Tab
This tab shows the number of read and write transactions for both the database and the log file, by
day.

• CPU Time Tab
This chart shows average CPU use in milliseconds by day.
• Session Count Tab
This tab shows the number of user SQL sessions by day.

|
Chapter 2: Cloud 32
• Disk IO Tab
This tab shows the number of disk inputs/outputs.
• Largest Tables Tab
This tab displays which tables in your Voyager database contain the most data.
Viewing License Information

You can view information about your license on the License Manager screen. To view the screen, click
the Action button for the database on the Databases screen and then select License Info from the
menu. You can also reach the License Manager screen by selecting Licensing > View Voyager/Gen2
License. For more information, see “License Files” on page 61.

Database Restoration
You can restore test databases through Client Central. You can restore from any database, but you can
restore to test databases only; you cannot restore to live databases. You can create a recurring resto-
ration schedule lasting up to six months.
If you need to restore a live database, contact Yardi technical support.
When you trigger restoration, the system notifies the single point of contact (SPOC) as well as any
other personnel designated for notification in the Yardi customer relationship management (YCRM)
system. If you want to review or change who receives notifications, contact Yardi technical support.
Database restoration requests appear on another screen. This makes it possible to permit users who
do not have access to the Cloud DB Restore Request screen to view a record of requests. You control
which user groups can access the separate View DB Restore Requests screen by controlling access to
the corresponding menu item. For more information, see “Adding and Editing Groups” on page 70.
This section includes the following procedures:

To restore a test database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
To view database restoration requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
To restore a test database

1 Select Cloud > Request DB Restore. The Cloud DB Restore Request screen appears.
2 Complete the screen.
Platform SQL or Oracle.
From Database Data source.

To Database Data destination.

NOTE You can restore only to test databases. If you need to restore a live database, or if you
want to protect a test database from being restored to, contact Yardi support.
Date of Source Data Most Recent Backup, Tonight’s Backup, or a specific date.
[unnamed on screen]
Please Restore On Date and time of restoration, using the time zone where the server resides.
When you click this field, a calendar appears. When you click a date on that calendar, a list of
hours appear, for both A.M. and P.M. When you click an hour, a list of minutes, at five-minute
intervals, appears. When you click an option, the date and time appear in the field.
TIP Completion of this field is unnecessary for recurring restorations.
3 If you want restoration to recur:
a Click Create Recurring Schedule. The Create Recurring Schedule window opens.
The screen label indicates the time zone where the server resides, which is the time zone used for start time,
end time, and approval time.
b Complete the screen.
Start Date/Time Beginning of period during which restorations recur.
End Date/Time Termination of period during which restorations recur.
If Approval Is Required Whether approval is required once for the entire schedule, or once for each recurrence.
Every Recurrence interval (day, week, month, year) and start time.
Depending on which interval you select, you may need to specify a month and a day of the
week or month.
4 Click Save.

To view database restoration requests
1 Select Cloud > View DB Restore Requests. The Cloud Service Cases screen appears.
2 If you want to view details for a case, click the case number in the Case Id column. The Cloud Case
screen appears.

3 If you want to see who has access to information about this restoration, click the Client Watchers
tab near the bottom of the screen.
Subscription Type Client Receives notifications regarding the client.

Case Receives notifications for the case.
Subscription Client Client PIN, if subscription is by client.

Case This Case, if subscription is by case.
Watcher Type Yardi Yardi personnel who receive notifications.

Client Your personnel who receive notifications.
The tab displays the people the system notifies of activity on the case. TheCloud TheCloud appears for all cases. The person
who requested the restoration appears. Other names appear because a Yardi technician added them via Stellar.

Webshares
In this section:
Viewing Installed Plug-ins . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
Viewing Release Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38
The Webshares screen is a portal to information about installed plug-in versions and system adminis-
tration.
Accessing the Webshares Screen

You access the Webshares screen by selecting Cloud > Webshares.
If you do not see a Cloud menu or Webshares menu item, you are logged in as a member of a group that does not
have access to that menu or menu item.
Each URL appears twice because Yardi Cloud Services uses load balancing to improve performance.

Viewing Installed Plug-ins
You can view which plug-ins are installed by clicking the Action button and selecting Plugins.
Viewing Release Information

You can view which version of each DLL is installed by clicking the Action button and selecting Sys
About.

ySQL
In this section:
ySQL Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Performing SQL Queries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
You can use ySQL to perform SQL queries, generating custom reports or applying data changes across
your Voyager database.
ySQL replaces Query Analyzer and ySQL in RDP. It is a convenience tool rather than a development
tool. SQL Management Studio remains the approved development environment.
ySQL Security
You control ySQL security through both group and user settings.
Group Access You grant access to ySQL functionality by making the ySQL menu item available on the Cloud
menu. For information about granting menu access to groups, see “Groups” on page 69.
CAUTION Most Client Central users should not have access to ySQL functionality. Limit access to
groups your organization permits access to all data in your Voyager database.
User Access The user record for users who are members of groups with access to the ySQL menu item includes
an additional ySQL Database Access field that you can set to None, Read, or Read/Write. If all
databases are set to None, the Select field described in the following procedure is empty. For
more information, see “Users” on page 64.
Performing SQL Queries
To perform a SQL query

1 In Client Central, select Cloud > ySQL.
If you do not see a Cloud menu or ySQL menu item, you are logged in as a member of a group that does not have
access to that menu or menu item. For more information, see “Groups” on page 69.

The Yardi Cloud Tools screen appears in a new browser tab.
2 From the Select field, select the database you want to query.
If ySQL Database Access for a database is set to None on the Access Controls tab of your User Management
Details screen, that database does not appear. If all databases are set to None, you cannot select a database. For
more information, see “Adding and Editing User Records” on page 65.
3 Enter the text of the query in the Query Window.
ySQL can display up to 5,000 records in the Query Results window. If a query returns more than 5,000 results, ySQL
downloads the results as CSV file you can open in Microsoft Excel. The maximum number of records for a CSV file
is 50,000.

4 Click Submit. Results appear in the Query Result window.
5 If you want to select a different database, click Show Filter and select the database from the drop-
down list (like you did in step 2).
6 If you want to export the data:
a Click Export Current Page. A menu opens.
b Select CSV or Excel. The Export Data window opens.
c Complete the screen.
Include header row Exported data includes the row above row 1.
Include “NULL” word Exported data includes the word NULL if it appears in the query response. If you do not
select this check box, cells containing NULL in the query response are empty in the
exported file.
d Click Export.
7 If you want to print the data:
If the data includes many columns, you may get better results by exporting the data and then printing from Excel
or other spreadsheet software. When you print a query response directly from Client Central, the data gets scaled
to fit. If there are a lot of columns, the result may be too small to read.
a Click Export Current Page. A menu opens.
b Select Print. The screen for your default printer opens.
c Follow instructions for your printer.

8 If you want data to the clipboard:
a If you want to copy the entire table, select nothing.
b If you want to copy a column, select it by clicking its column heading. You can select multiple con-
tiguous columns by pressing SHIFT while clicking column headings.
After you have selected a column, the only way to clear that selection is to select a different column. If you want
to clear the selection of any columns, perform the query again. If you want to copy the entire table after
selecting a single column, either perform the query again, or select all columns.
c Click Copy Selection.
You can paste the content into a spreadsheet or document.

Managing Files
In this section:
Granting Access to Manage Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
Managing Files in the Voyager Default Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
You manage files using File Manager 2. This section explains how to grant access to manage files, and
how to use File Manager 2.
Granting Access to Manage Files

You control access to manage files through both group and user settings.
Group Access You grant access to manage files by making the File Manager 2 menu item available on the Cloud
menu. For information about granting menu access to groups, see “Groups” on page 69.
CAUTION Most Client Central users should not have access to File Manager 2 functionality. Limit
access to groups your organization permits access to all data in your Voyager database.
User Access The user record for users who are members of groups with access to the File Manager 2 menu
item includes additional File Manager Access fields that you can set to None, Read Only, or
Read/Write:
• Default Path – Live Grants access to the Live folder and its subfolders.
• Default Path – Test Grants access to the Test folder and its subfolders.
• Production Webshare
• Test Webshare
If all of the above fields are set to None, then the Select field is empty. For more information, see
“Users” on page 64.
NOTE Files and folders located outside the Test and Live default path folders are not accessible.
Managing Files in the Voyager Default Path

You can rename, delete, download, copy, replace, or view the history of files in the default path for your
Voyager installation using File Manager 2.
To manage files in the Voyager default path

1 Select Cloud > File Manager 2.
If you do not see a Cloud menu or File Manager 2 menu item, you are logged in as a member of a group that does
not have access to that menu or menu item. For more information, see “Groups” on page 69.
2 In the Select UNC Path field, choose the appropriate default path. The File Manager screen
appears.

3 Right-click on the file that you want to manage. A shortcut menu appears.
4 Select an option from the shortcut menu.
Guide to Cloud Services
You can view information about Yardi cloud services, as well as downloadable files, on the Guide to
Cloud Services screen. You access the screen by selecting Cloud > Guide to Cloud Services.
If you do not see a Cloud menu or Guide to Cloud Services menu item, you are logged in as a member of a group that
does not have access to that menu or menu item.

Case Approvals
The Case Approvals screen shows the approval status of cloud cases. Most approvals now occur via
email. If you are logged in to Client Central as an approver, however, the Open Approvals tab shows
cases that are open and approved or awaiting approval. The Closed Approvals tab shows approved
cases that have been closed. You access the screen by selecting Cloud > Case Approvals.
If you do not see a Cloud menu or Case Approvals menu item, you are logged in as a member of a group that does

Cloud Reports
Client Central offers the following Cloud reports.
If you do not see a Cloud menu or any of the following menu items, you are logged in as a member of a group that does
Report Path Description
Case Analytics Report Cloud > Version Audit Changes to your environment, including version updates, plug-in
Report installations, hotfixes, and so on.
RDP Users Report Cloud > RDP Users List of users with access to your RDP environment.
Report
Stellar Approvers Cloud > Stellar List of users for whom the Stellar Approver check box is selected on
Report Approvers Report the User Detail screen. For more information, see “To add a user” on
page 66.
ySQL Reports User Management > List of SQL queries made using the ySQL feature, with User, Database,
ySQL Reports Query, SQL Response, and more. For information about using ySQL,
see “ySQL” on page 39.

47
CHAPTER 3
Support
In this document:
Support Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Support Requests and Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47
Knowledge Base . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
This chapter describes how to use Client Central to add and review support requests and cases, as well
as how to use the Yardi Knowledge Base.
Support Overview
You can use the Support menu to add and review support requests and cases, and to search for infor-
mation in the Yardi Knowledge Base.
Support cases use support credits and incur charges. Limit case access to users authorized to use support resources.
For information about limiting menu access, see Chapter 5, “User Management.”
Support Requests and Cases

In this section:
Adding and Reviewing Support Requests. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48
Converting Support Requests to Support Cases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Adding and Reviewing Support Cases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55
You can ask for help within your organization by submitting a support request. Requests are accessible
only within your organization.
Users with access to the case menus can add and review cases. Yardi support personnel review cases.
Approvers can convert a request to a case. For information about setting up approvers, see “Approv-
ers” on page 74.

Chapter 3: Support 48 |
Requests and cases look similar. The primary difference is that Yardi support personnel respond to
cases, so cases use support credits and can incur charges.
You can limit access to requests and cases by limiting access to the request and case menu items on
the Support menu. For more information, see “Adding and Editing Groups” on page 70. To avoid
unapproved use of support credits, limit access to case menu items to users who have permission to
use support credits.
Adding and Reviewing Support Requests

This section describes how to add and review support requests. Only users within your organization
respond to requests.
Approvers can convert requests to cases. Yardi support personnel review cases. For more information,
see “Converting Support Requests to Support Cases” on page 53.
Users with access to the Add Case menu item can create cases directly. For information about adding
and reviewing cases, see “Adding and Reviewing Support Cases” on page 55.

To add a request
1 From the Support menu, select Add Request. The Add Request screen appears.
If you do not see a Support menu or Add Request menu item, you are logged in as a member of a group that does
The system completes the Company Name and contact fields with information about your
organization.

2 Complete the remaining fields.
3 If you have screen captures that illustrate the issue, or other files that could be of use to someone
reviewing the case, drag the files over the Drop files to upload section, or click anywhere in the
section and then use the Windows Open dialog box to find and select the files you want to add to
the case.
4 If you want to paste a screen capture from the clipboard, click once in the box at the bottom of the
screen and then press CTRL+V (the command for paste).
5 Click Submit.
To review, update, or provide a solution for a request

1 From the Support menu, select Review Request. The Requests filter appears.
If you do not see a Support menu or Review Request menu item, you are logged in as a member of a group that
does not have access to that menu or menu item.
2 Complete one or more filter fields and click Search. Records matching the search criteria appear
below the filter.

Chapter 3: Support 51|
3 Click the number in the Request ID column for the case you want to review. The Modify Request
screen appears.
4 If you want to change an entry:
a Click in the field.
b Make changes.
c Click Update.

5 If you want to add a resolution:
a Click Resolution. The resolution screen appears.
b Type the resolution.
c Click Submit.

d Refresh the browser window to view the added Solution, with the Solution By field containing
your name.
Converting Support Requests to Support Cases

Users with access to the Add Request menu item can create a support request. Requests are accessi-
ble to users within your organization who have access to the Review Request menu item. For more
information about requests, see “Adding and Reviewing Support Requests” on page 48.
Approvers can convert a support request to a support case. Yardi personnel review and respond to
cases. For information about designating a user as an approver, see “Approvers” on page 74.

To convert a request to a case
1 Select Support > Close Requests. The Support Request Approvals screen appears.
2 Click the Request ID number for the request you want to convert to a case. The Modify Request
screen appears.

3 Click Convert request to Case. The request conversion screen appears, showing the available sup-
port units.
4 If you want the case notification to go to a support team or person other than your primary support
team’s queue, select an option from the Notify list.
By default, Client Central adds your case to your primary support team’s queue. A representative then responds or
reroutes the case to the team member best able to resolve the case. If your know for certain that the case can best
be supported by a different support team or person, select that team or person from the Notify list. If you are
uncertain, do not complete the Notify field; doing so could slow processing.
5 Click Submit.
Adding and Reviewing Support Cases

This section describes how to add and review support cases. Yardi responds to support cases, which
use support credits. Users with access to the Add Case menu item can create support cases.
Users who cannot create support cases may have the ability to create support requests. For a descrip-
tion of requests and an explanation of how they differ from cases, see “Support Requests and Cases”
on page 47.
To add a case
1 From the Support menu, select Add Case. The Add Case filter appears.
If you do not see a Support menu or Add Case menu item, you are logged in as a member of a group that does
The system completes the Company Name, Support Units Balance, and contact fields.
2 Complete the remaining fields.
By default, Client Central adds your case to your primary support team’s queue. A representative then responds or
reroutes the case to the team member best able to resolve it. If your know for certain that the case can best be
supported by a different support team or person, select that team or person from the Notify list. If you are
uncertain, do not complete the Notify field; doing so could slow processing.

3 If you have screen captures that illustrate the issue, or other files that could be of use to Yardi sup-
port personnel, drag the files over the Drop files to upload section, or click anywhere in the sec-
tion and then use the Windows Open dialog box to find and select the files you want to add to the
case.
Only Yardi support personnel can view attachments to cases.
4 Click Submit.
To review a case
1 Select Support > Review Cases. The Cases filter appears.
2 Complete one or more filter fields and click Search. Records matching the search criteria appear
below the filter.

3 Click the number in the Case ID column for the case you want to review. The Modify Case screen
appears.

4 If you want to change an entry in one of the editable fields:
a Click in the field.
b Make changes.
c Click Update.
5 If you want to add a :
a Click Add . The Add screen appears.
b Enter the text of the .
c Click Save.
6 If you want to review or edit a :
a If the s tab is not in the foreground, click it.
b Click the entry in the ID field for the you want to review. The Modify screen appears.
c If you make changes, click Save. Otherwise, click Close.
7 If you want to add an attachment:
Only Yardi support personnel can view attachments to cases.
a Click the Attachments tab.
b Click Add Attachment. The browser screen for finding and selecting files opens.
c Find and select the file you want to attach.
d Click Open. The file name appears in the list of attachments.

Knowledge Base
The knowledge base contains problem-solution information. To access the knowledge base, select
Support > Knowledge Base. If Yardi technical support provides the number for a solution, you can
enter it in the Solution ID field. Otherwise, complete the remaining fields to search for a solution.

60
CHAPTER 4
Licensing
In this chapter:
Licensing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Licensing Setup. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
License Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
This chapter describes how to use Client Central to order additional licenses for your organization. You
can also use this feature to indicate you need fewer licenses at renewal time.
Licensing Overview
Your Client Agreement specifies the maximum number of designated users, units, properties, or other
license counts for your organization. You can now submit change orders through Client Central.
Increases take effect after Yardi processes the order. You can enter negative numbers to indicate you
require fewer licenses. Decreases take effect the next time you renew your Client Agreement.
Licensing Setup
Use of the Client Central licensing feature requires access to the Licensing menu and at least one of its
submenus.
Members of the Admin group for your organization determine which menus each user group can
access. For more information, see “Adding and Editing Groups” on page 70.
The following link opens a webpage with a video about setting up online ordering in Client Central.
https://clientcentral.yardi.com/core_viewvideo.aspx?id=b213e81b-53b2-41a9-942c-bfba4bd14148

Chapter 4: Licensing 61 |
Menu Security: Licensing Screen Reference
Licensing Indicates and changes status of the following submenus.

Check mark All submenus selected. Clicking clears selection of Licensing and all submenus.
Solid fill Some submenus selected. Clicking selects Licensing and all submenus.
Empty No submenus selected. Clicking selects Licensing and all submenus.
View Voyager/ You can view licenses for Voyager and Genesis2.
Gen2 License
Add Order You can order additional licenses, or specify that the next Client Agreement requires fewer
licenses.
Review Order You can review license orders.
License Files
The License Manager displays information about Voyager and Genesis2 license files, the computer files
that include information about your Yardi Client Agreement. Dates shown in the License Manager are
for a license file rather the Client Agreement (or contract). License dates and agreement dates are not
the same. For information about the content of a Client Agreement, contact the salesperson whose
name appears on the screen.
The License Counts section displays the number of current users of your license over the maximum
number of users permitted by your Client Agreement. For example, the following graphic shows 483
current users of Construction and an agreement that permits up to 525 users. For information about
increasing the number of licensed users, see “License Orders” on page 62.

Chapter 4: Licensing 62|
To view the License Manager, select Licensing > View Voyager/Gen2 License.
If you do not see a Licensing menu or View Voyager/Gen2 License menu item, you are logged in as a member of a
group that does not have access to that menu or menu item.
License Orders
You can use Client Central to place orders to increase the number of users licensed by your Client
Agreement. After you submit an order, Yardi reviews it, updates the Client Agreement, and sends you
the updated agreement to sign electronically. Changes take effect after Yardi receives the signed
revised agreement and updates the system.

|
Chapter 4: Licensing 63
You can decrease the number of licensed users only when renewing your Client Agreement. If you use
the Client Central licensing features to specify fewer licensed users, the revised numbers become the
starting point for the next Client Agreement. For example, if your Client Agreement expires
December 31, and on August 1 you use Client Central to change the number of users from 100 to 90,
your agreement continues to permit 100 users through December 31. The renewal agreement taking
effect the following January 1 would permit 90 users (assuming the person negotiating the renewal for
your organization agrees that the reduced number is sufficient).
For additional information about ordering, select Licensing > Online Ordering Reference.

64
CHAPTER 5
User Management
In this document:
User Management Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Approvers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .74
This chapter describes how to add, change, and delete Client Central users, user groups, and approv-
ers.
User Management Overview

Each Client Central user must have a user record. Each user record associates a user with a user group.
User-group settings determine which menus members of the group can see and use.
An approver is a user who can convert support requests to cases. For a description of the distinction
between requests and cases, see “Support Requests and Cases” on page 47.
Users
In this section:
Adding and Editing User Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65
Forcing Users to Change Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Unlocking Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69
Each person who accesses Client Central must have a user record. The user record contains the user’s
name, email address, and phone number, and identifies the user as a member of a user group. Group
membership determines which menu items the user can see and use. (If the menu or menu item is vis-
ible, it is usable.)
This section also includes information about changing passwords.

Chapter 5: User Management 65 |
Adding and Editing User Records
This section describes how to add and edit Client Central user records.
For information about adding and editing groups, see “Adding and Editing Groups” on page 70.
Client Central users who are members of the Admin group can add and manage users.
By default, menu security for the Admin group includes access to the User Management menu and its three menu
items: Groups, User Management, and User Profile. Group settings are configurable, so members of other groups
may also have access to the User Management menu and all or some of its menu items.

To add a user . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
To edit a user record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

To add a user
1 From the User Management menu, select Users. The User Management screen appears, listing
existing users.
If you do not see a User Management menu or menu item, you are logged in as a member of a group that does
To sort the list, click a column heading. For example, to sort by surname, click Last Name. Clicking twice sorts in
reverse (Z, Y, X instead of A, B, C).
2 Click +Add User. The User Management Detail screen appears.

3 Complete the screen.
Groups Determines which menus and menu items the user can see and use. For information about
determining which groups can access which menus, see “Adding and Editing User Records” on
page 65.
NOTE Users with access to Cases on the Support menu can add and modify cases, which can
lead to additional charges.
Primary Group Which landing page this user sees, if the user belongs to more than one group with a landing
page. For information about adding a landing page to a group, see “Adding and Editing
Groups” on page 70.
Active Can use Client Central.

4 Click the Access Controls tab.
5 If appropriate, select the Stellar Approver check box.
An approver:
• Receives notice of server-farm problems.
• Can change or restore live and production databases.
• Can approve implementations.
• Can approve plug-in installation.
6 Select the appropriate access for each listed database.
None User does not see the database on the ySQL page. If all databases are set to None, the user
cannot select a database.
Read User can perform SELECT queries, to view data, but cannot perform queries that change data.
Read/Write User can perform queries to view or modify data, including SELECT, ALTER, UPDATE, DELETE,
DROP, SELECT INTO, and so on.
7 Click Save.
To edit a user record

1 From the User Management menu, select Users. The User Management screen appears.
To change the sort order, click a column heading. For example, to sort by last name, click Last Name. Clicking twice
sorts in reverse (Z, Y, X instead of A, B, C).
2 Click the Action button for the user whose record you want to edit. A small menu appears.
3 Click Edit. The User Management Detail screen appears.

4 Make changes.
5 Click Save.
Forcing Users to Change Passwords

Administrators can force the reset of a user’s password. When you reset a password, Client Central
sends an email containing the new password to the user.
Users can reset their own passwords by clicking Forgot Password on the login screen. For more infor-
mation, see “Login” on page 1.
To force a password change

1 Select User Management > Users. The User Management screen appears.
2 Click the Action button corresponding to the user whose record you want to edit.
3 Click Reset Password. A confirmation request appears.
4 Click OK.
Unlocking Users
Users can incorrectly enter their log in credentials five times before Client Central locks them out. After
a user exceeds this number of login attempts, Client Central sends an email to the user informing them
that they are locked out. The user cannot log in again until an administrator unlocks their record.
To unlock a user
1 Select User Management > Users. The User Management screen appears.
2 Click the Action button corresponding to the user whose record you want to edit.
3 Click Unlock User. A confirmation request appears.
4 Click OK.
Groups
The user groups you belong to determine which Client Central menus you can access. This section
describes how to add and edit group records.
Client Central users who are members of the Admin group can add and manage user-group records.
By default, menu security for the Admin group includes access to the User Management menu. Group settings are
configurable, so members of other groups may also have access to the User Management menu.

Adding and Editing Groups
Each Client Central user record associates the user with at least one group. Group membership deter-
mines which menu items the user can see and use.
Client Central has seven Default Groups. You can edit default groups except for Guest and Vault. You
can delete default groups except for Admin, Guest, Support, and Vault. Unlike the groups you create,
you can restore edited or deleted default groups to their original menu-security settings. The following
table shows the original menu-security settings for these groups.
Menu
Product User
Home Cloud Resources Reports Support Licensing Management
Admin
Gen2
Admin
Gen2
User Group
Users
Guest
Support
Training
Vault Yardi Use Only
Black Menu appears, with all menu items.
Gray Menu appears, with some menu items. To view which menu items group members can access,
view the Menu Security tab for the group. For instructions, see “To edit or delete a group” on page 73.
White Menu does not appear.
For information about resetting all or individual Default Groups to their original security settings, see
“To edit or delete a group” on page 73.

To add a group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
To edit or delete a group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

To add a group
1 From the User Management menu, select Groups. The Group Management screen appears.
If you do not see a User Management menu or a Groups menu item, you are logged in as a member of a group
that does not have access to that menu or menu item.
2 Click Add Group. The Group Management Detail screen appears.
3 Complete the Name and Description fields.
The system completes the remaining fields. The Menu field is for future development.

4 Click Save. Users and Menu Security tabs appear at the bottom of the screen.
Because a new group has no members, the Users tab is empty.
5 Click the Menu Security tab.
Menu items
Menu Menu Section
6 Select the menus that should be accessible to members of this group.
7 If you want to make some menu items from an accessible menu inaccessible, clear the check boxes
for those items. You can clear all items in a section by clearing the box for a menu section.
Clicking the triangle to the left of a menu expands the selection to show that menu’s available menu items. For
example, to view the available menu items for the Cloud menu, click the triangle to the left of Cloud. The
preceding graphic shows the menu items for the User Management menu.

8 If you want to specify which page appears by default when members of this group log in to Client
Central, select a Landing Page.
9 Click Save.
To edit or delete a group

1 From the User Management menu, select Groups. The Group Management screen appears.
If you do not see a User Management menu or a Groups menu item, you are logged in as a member of a group
that does not have access to that menu or menu item.
2 If you want to reset all Default Groups to their original menu-security settings:
This feature does not affect user-created groups.

If you deleted a Default Group, this feature re-adds it.
a Click Rebuild Default Groups. The system asks you to confirm the command.
b Click OK. The system displays a confirmation.
3 If you want to reset a specific Default Group to its original menu-security settings:
You cannot reset a user-created group.
a Click the edit button for that group. The Group Management Detail screen appears.
b Click Rebuild Default Group. The system asks you to confirm the command.
c Click OK. The system displays a confirmation.
4 If you want to edit the name or description, or change the menu-security settings for a group:
a Click the Edit button for that group. The Group Management Detail screen appears.
b Change the Name or Description field, or change settings on the Menu Security tab.
c Click Save.
5 If you want to delete a group, click the Delete button for that group.
You cannot delete a group that has members. If you want to delete a group that has members, edit the member
records to assign the members to different groups. When no members remain in the group, the delete button
appears.

Approvers
Approvers are users who can convert support requests to support cases. For more information about
requests and cases, see Chapter 3, “Support.” This section describes how to designate a user as an
approver.
You assign approvers by module. You can assign one approver to multiple modules, and you can
assign one module to multiple approvers. When a user creates a request for a module, approvers asso-
ciated with that module receive an email notification.
Ensure that approvers belong to groups with access to the Support menu and both the Requests and Cases menu
items. A user who is designated as an approver but does not have access to the Requests menu items would receive
notifications about support requests but could not view or approve those request. For information about setting up
groups, see “Adding and Editing Groups” on page 70.

To designate a user as an approver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
To remove approver status from a user. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
To designate a user as an approver

1 Select User Management > Notify Request Approvers. The Notify Request Approvers screen
appears.

2 From the Client User field, select the name of the user you want to designate as an approver. The
Add Module button appears.
The user record must exist before you can designate the user as an approver. For information about adding user
records, see “Adding and Editing User Records” on page 65.
3 Click Add Module. The Add Module screen appears.
4 Click the plus-sign (+) button in the Action column for each module for which the user should be
an approver.

5 Click Close. The Request Approvers list displays the modules for which the user is now an
approver.
To remove approver status from a user

1 Select User Management > Notify Request Approvers. The Notify Request Approvers screen
appears.

2 From the Client User field, select the name of the user whose approver status you want to change.
The Request Approvers list displays the modules for which the user is an approver.
3 Click the trash-can icon in the Action column for the modules you want to remove.
4 When Client Central asks you to confirm the change, click OK. The module no longer appears in the
list.

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Documentation and Online Help

Yardi Client Central User’s Guide

21 November g Added information about Managing Files

25 July 2017 f Updated information about default groups.

10 May 2017 e Added Chapter 4, “Licensing.”

17 May 2016 d Updated information about support.

30 September c Added information about cloud-related

30 April 2015 b Converted new features document to user’s

Yardi Client Central User’s Guide

Chapter 1: Login and User Interface...............................................................................................1

Chapter 2: Cloud ................................................................................................................................... 16

Yardi Client Central User’s Guide

Chapter 3: Support .............................................................................................................................. 47

Chapter 4: Licensing ........................................................................................................................... 60

Chapter 5: User Management ........................................................................................................ 64

Yardi Client Central User’s Guide

About this Document

Yardi Client Central User’s Guide

Login and User Interface

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

User menu Provides access to two menu items:

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

You can select multiple items in each filter field.

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

Remaining time Video quality

Play/Pause Click to start the video.

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

4 Click the Play button.

For more information about video controls, see “Videos” on page 8.

Product Resource Pages

Yardi Client Central User’s Guide

To use a product-resource page to find a resource

Yardi Client Central User’s Guide

EXAMPLE Typing check limits results to the CHECKscan User’s Guide.

Yardi Client Central User’s Guide

To use Site Search to find a resource

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

This chapter describes how to use Client Central to:

• View information about your Yardi Cloud service

• Request restoration of test databases

• Perform SQL queries

• View and change files in your Voyager default path

Each top-level heading corresponds to an item on the Cloud menu.

Yardi Client Central User’s Guide

Accessing the Cloud Dashboard

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide

User Activity Map Screen Reference

Yardi Client Central User’s Guide

Refresh Refreshes the dashboard with current data.

Yardi Client Central User’s Guide

Active Users Currently connected users.

Failed Logins Unsuccessful login attempts during the preceding 24 hours.

Yardi Client Central User’s Guide

Yardi Client Central User’s Guide