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Administration & Security

This section covers authentication, user management, permissions, and security configuration for Cortex Archive.


Data Sources

Manage source system database connections inside Cortex.

Licensing and editions

What your license enables, archive database entitlement, and expiry behavior.

How Cortex Archives Work

Understand how Cortex reads and displays archived data.

Archive Health Dashboard

Monitor archive source availability and live database latency.

ServiceNow Table-Per-Hierarchy (TPH) Mirrors

Understanding the TPH storage model used by native ServiceNow mirrors.

Choosing Which ServiceNow Tables You See

Narrow a ServiceNow archive's table list to the tables you actually use.

Authentication

Authentication overview and SSO options.

Adding and managing users

For Cherwell deployments.

Auto-provisioning users with SCIM

Automatically create and manage user accounts.

Security groups and access control

For Cherwell deployments.

Post-upgrade: missing security group permissions

Fix permission problems after upgrading from an older Cortex version.

SQL Server security setup

Recommended read-only access configuration.

Granting Cortex admin access

Manually grant admin status using Cortex System Manager.

Recovering Cortex admin access

Emergency recovery when no current user has admin access, including a DBA database method.

Renaming a Cortex server

Update SAML configuration after changing the server's hostname.

Background tasks and migration progress

Track long-running tasks and read the estimated time remaining for Migrate Data runs.

Slow Operations

See which expressions, queries and form loads are slow, and why.

Full-text search and indexed columns

Build and tune the indexes Cortex searches against.

API call statistics

See how many API calls Cortex issues to a data source, against its rate limit.

FreshService API testing

Prove a FreshService connection's permissions, decode API errors, and preview the request a migration sends.

Using your own logo in the Cortex header

Replace the Cortex wordmark with your organisation's logo, and keep it across upgrades.

Hiding Platform nav menu items

Remove the Objects, Actions, Dashboards or Mail Monitor items from the navigation menu, for everyone.