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Available in OroCRM Available in OroCommerce

Configure Data Audit in the Back-Office 

Data Audit enables you to see the full history of changes made to any entity and its fields that have been marked as auditable, and create out-of-the-box reports based on these changes.

Mark an Entity as Auditable 

Marking a particular entity as auditable defines whether the system logs the actions performed to this entity and who performed these actions.

To mark an entity as auditable:

  1. Navigate to System Configuration > Entities > Entity Management in the main menu.

  2. Locate the required entity and open its edit page.

    Hint

    To save time looking for the entity, use filters at the top of the record table.

    Select an entity to edit

  3. In the Other section, set the Auditable field to Yes.

    Setting the Auditable field of the entity to Yes

    Hint

    For more information on entities, see the Create an Entity topic.

  4. Click Save and Close.

View Entity Change History 

You can monitor changes to auditable entities on their view and edit pages by clicking on the Change History link on the top right.

The history includes the author and the time of the change, and the difference between the previous and the new version.

Changed history of the customer entity

Make sure that the entity field of the entity are also marked as auditable if you want to track the history of its changes. For instance, if the newArrival entity field of the Product entity has the Auditable field set to No, then no changes made to this field are going to be tracked.

Auditable column for entity fields

To set an entity field as Auditable:

  1. Open its edit page.

  2. In the Backoffice options section, select Yes from the dropdown list for the Auditable field.

    Set an entity field as auditable

    For instance, once we made the newArrival field as auditable, any changes to this field have become traceable, as illustrated in the screenshot below:

    Change history of a product

Create a Data Audit Report 

You can create reports based on the changes that have taken place in auditable entities.

As an illustration, we are going to create a report of products that have been discontinued this year, i.e., the items that have Inventory Status changed to Discontinued.

Hint

First, make sure that the Inventory Status entity field is auditable.

  1. Navigate to Reports & Segments > Manage Custom Reports.

  2. Click Create Report

  3. Provide the following key details in the General section:

    • Name — Give the report a name.

    • Entity — Select Product for entity type.

    • Report Type — Select Table.

  4. In Filters, drag and drop the Data Audit field to the area on the right.

  5. Set the following conditions:

    • Product > Inventory Status

    • Has been changed to > is any of > Discontinued

    • Interval between > 1.01.2018-31.12.2019

    Data audit report

  6. Add the following columns to the table:

    • SKU

    • Inventory Status

    • Created At

    • Update At

  7. Click Save and Close.

    Data audit report generated

View Changes of Auditable Entities 

All changes made to auditable entities and fields are logged into the system and saved under System > Data Audit. You can filter the table by required parameters and save the filtered page for future reference.

Data audit grid under System > Data Audit

The report grid contains the following columns:

Name

Description

ACTION

Defines the action that has been performed with the record. You can see if the record has been created, updated or removed.

VERSION

Corresponds to the consecutive number of changes performed with the specific record.

ENTITY TYPE

Type of the entity to which the record belongs.

ENTITY NAME

Name of the specific record tracked.

ENTITY ID

ID of the entity to which the record belongs.

DATA

Details of the change.

AUTHOR

Name and email of the user that has performed the change.

ORGANIZATION

Organization, within which the change has been performed.

LOGGED AT

Date and time when the event was logged.

Audit of Login Attempts 

Note

This is a Platform Enterprise feature.

To simplify investigation of any security-related incidents, the application keeps track of all back-office login attempts and the following related security events:

  • Successful login

  • Unsuccessful login

  • Account is locked

  • Autodeactivation email has been sent

  • Reset password email has been sent

The log is stored in the security log channel.

Record login details in a database table

In addition to the type of the security event, the following details are recorded in the table:

  • user ID

  • username

  • email

  • full name

  • user status (enabled or disabled)

  • last login date and time

  • user creation date and time

  • IP address

Login attempts can be accessed from the back-office UI. See Login Attempts UI for more information.

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