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Tenant Settings Reference

This page is the short working reference for people who maintain an existing CPI configuration.

Settings area guide

Area What it controls in practice Who typically changes it
General name, mode, data home, and ownership context admin or responsible operator
Connection CPI access, Edge access, OAuth, certificates, host details admin or technical operator
Query and Sync query windows, start points, download scope, hot behavior admin with monitoring responsibility
AI Scenarios optional tenant-specific AI switches and sensitivity admin or controlled pilot owner
Jobs sync timing, archive behavior, runtime collection cadence admin or system-oriented operator

Practical effect matrix

Change Typical effect in the product Recommended follow-up
connection change can restore or break tenant communication run a connection test
query or start-time change changes which runtime data can be collected check messages and archives after the next cycle
visibility or group change changes who can see the tenant confirm expected user access
job interval change changes how fresh lists and alerts become watch the next sync cycle

Typical modes and responsibilities

Topic Why it exists Operational boundary
tenant mode separates different operating styles or sources do not change casually on a live tenant
data home keeps tenant data assigned to the intended environment align with company responsibility
access groups restrict tenant visibility to the right audience review after role changes
sync scope balances completeness and runtime cost widen only with a clear reason

Safe-change checklist

  • confirm who owns the tenant operationally
  • change one area at a time
  • retest connection-related changes immediately
  • verify messages, packages, and alerts after the next worker cycle

Shared product context

For shared role language, visibility, masking, and cross-module state meanings, see Product Reference and Shared Product Values.

Need the deep technical view?

See: