Metrix Administrator's and System Administrator's Guide

See also:

Note about the Administrator's Guide
Topics that aren't marked as "for version 1.3 only" and "for version 1.4 only" can be used with both versions. Also note that the screenshots on the pages for both versions are for version 1.3.

The Administrator's Guide is intended for users who have the Metrix Administrator role or the system administrator (sa) role. For more information about user roles read About User Roles or watch the instructional video Metrix User Accounts and Roles.

Introduction

About User Roles

Back To Top

System Administrators

Administering SQL Server Through Metrix

Using OSQL to Administer Metrix

Using OSQL to Backup and Restore a database

Back To Top

Metrix Administrators

Administering the Metrix Application

Backing Up Data
Setting Up Interactions
Setting Up the Interactions Portal
Setting Up Custom Fields
Setting up Summary Information
Editing Value Lists
Logging Customization Notes
Setting Up System Settings (for versions 1.3 and 1.4)
Working with the Recycle Bin
Setting up Payment source settings

Back To Top

Metrix Administrators and System Administrators

Migrating Data into Metrix

Tip
Before importing data into Metrix, watch the Data Import Webinar instructional video, which goes over best practices for importing data.

Back To Top