Intalio|DB

Available, reliable, secure, but above all — easy.


The Database Challenge

Most companies have ways to track and maintain data. In some cases, it can be as simple as using a fileserver for storing documents. In others, it might rely on using a relational database server. Databases store a variety of data types, both structured and unstructured, and provide secure and reliable access to the data. However, if you are using a standard SQL database, you certainly know how hard it can be to manage disparate sources and types of data. Furthermore, controlling who has access to the data can add levels of complexity that quickly become unmanageable. Intalio|DB addresses this challenge, in a reliable, scalable and secure manner, while focusing on user friendliness.


Relational-Hierarchical Structure

In a relational database, tables can be used to organize information, and relationships can be mapped between multiple tables. As well as this can work, mapping the relationships can become quite complex over time. Intalio|DB's relational-hierarchical structure makes it simpler to manage both structured and unstructured data. For example, if you wanted to store unstructured data — such as an e-mail — in a flat table database, you would have to break up the content of the e-mail and store the bits of information in separate fields within the table. And if you wanted to provide relationships between this email and the sender and receiver, you would need to have those mapped to the appropriate tables. With Intalio|DB, all you need to do is set up an entity for the e-mail, and you're done.


Access Control Permissions

Whether you are a college maintaining student records, or a bank managing large amounts of private financial information, you need to make sure that the right people have access to the right information. With Intalio|DB, records can be assigned based on roles, users, and teams, and can be easily reassigned when needed (Cf. Access Control).


Change Log

As important as it is to make sure that the right users have access to the information they need, your company needs to understand how information changes, and by whom changes are made. Intalio|DB offers a complete change log to track how data is modified over time, so that not only can you verify and re-verify the accuracy of your data, but you can also ensure total compliance and accountability.


Full Text Search

Searching through both structured and unstructured data can be time consuming, especially when the search has to be performed field by field. Intalio|DB's full text search capabilities make sure that you find what you are looking for, no matter where that data resides, quickly and easily.

There’s a fine line between information availability and information insecurity. On one hand, access to corporate data should be transparent for those with the right credentials. On the other hand, the kind of global permissions that some CRM systems force you to adopt creates dangerous data leaks in some cases, and unnecessary limits in others.

Intalio|DB restores the balance between accessibility and security by allowing you to define granular and role-based data access protocols per user, group, item, and record. And by allowing you to nest permissions within groups, Intalio|DB keeps your data locked up without locking essential personnel out.

Intalio|DB Roles

Granular Access Levels

Role-based Security
Configure multiple roles and manage permissions per module. Setup access, creation, import, export, print, merge duplicates, read, update, delete, assign, share, and link permissions per role. Each one of the permissions can be denied or granted in four different levels; to user records only; user and team records; user, team and sub-team records; or all organization records.

Granular Access Levels
Assign read, update, delete, assign, share and link permissions to users and teams. Permissions can be set on both records and folders.

Record Assignment and Sharing
Records are owned by users and can be reassigned. Record owners or users with “share” permissions can share records with other users and teams, or across the entire organization.

Whether your organization employs IBM DB2, Ingres, Microsoft SQL Server, mySQL, Oracle, or PostgreSQL, Intalio|DB leverages that technology to its fullest potential, giving your organization a scalable and robust architecture armored with SSL encryption, while empowering your end users with an unprecedented level of flexibility.

Platform Independence
Intalio|DB can be deployed on virtually any operating system, as well as Amazon EC2 and Google AppEngine.

Wide Database Support
Supports IBM DB2, Ingres, Microsoft SQL Server, mySQL, Oracle, or PostgreSQL.

Fail-over Servers
Supports one or many fail over servers to ensure continuous operation.

Scalable and Robust
Supports clusters for load balancing and high availability.

SSL Support
Secure HTTP server support to encrypt all communications using SSL.

Unlimited Customization
Users can customize existing objects (modules) or create new ones, without having to write any code.

When Intalio|DB simplifies even the most complex lead-to-sale pipeline and makes directing 500 salespeople as easy as managing five, why should system administration be any different? From backups to session management to setting up roles and templates, Intalio|DB makes it easy to keep your CRM system running smoothly, and our write-click-and-broadcast announcements keep everyone in your enterprise up-to-date.

User Management
Create and manage users, assign roles, build teams, and edit user information quickly.

Team Management
Create and manage user groups or teams. Supports team nesting.

Role Management
Create and manage system roles. Includes 11 pre-defined roles.

System Settings
Configure system information such as name formats, fiscal years, default locale, default time zones, number formatting, etc.

Repository Configuration
Configure SQL database connection information.

E-mail Templates
Manage system e-mail templates used to send bulk e-mails. Add dynamic fields and trackers.

Print Templates
Create and manage all templates used to print or preview record information.

Announcements
Manage system announcements that are displayed on user dashboards. Set announcement expiration dates.

Invoice Header
Edit headers used in invoices, quotes, and orders.

Business Units
Manage multiple business units.

Sales Territories
Manage multiple sales territories.

Facilities and Equipments
Manage all facilities and equipments within the organization.

Currencies
Manage the multiple currencies used in the system.

Shipping Providers
Manage shipping providers.

Bug Tracker Releases
Manage releases used in the bug tracking module.

Tax Rates
Configure and manage tax rates.

System Jobs
Manage and schedule system jobs such as automated backups, e-mail campaigns, inactive session termination, etc.

Active Sessions
Display and disconnect active users connected to the system.

Product Catalog
Manage products, price lists, discount lists, and unit groups.

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