PTFS Europe

Metabase business intelligence and analytics

Metabase is a business intelligence and analytics system for PTFS Europe’s library applications (eg, Koha LMS). Using Metabase, reports can be presented graphically, dashboarded, scheduled and distributed. They can be created using Metabase’s SQL or Report Wizard tools and applied directly to, say, Koha LMS’s existing SQL reports.

Features

  • An extensive array of graphical data visualisations
  • Customisable dashboards
  • Real-time reporting
  • Link to detailed data behind any report item
  • Simple to use Report Wizard
  • SQL report tool
  • Configure and save business metrics
  • Highly granular data access permissions
  • Configurable report scheduling and distribution
  • Integrates reports from multiple applications

Benefits

  • Create impressive graphs and charts with just a few clicks
  • Easily create, organize and share data
  • Real-time reporting
  • Click to explore the details behind reports
  • End user staff can improve existing and create new reports
  • Combine reports from different applications on the same dashboard
  • Staff only access what's relevant to their role
  • Apply visualization and dashboarding to 3rd party SQL reports
  • Open source - no software licence fees

Pricing

£1595 to £3250 per instance per year

  • Free trial available

Service documents

Framework

G-Cloud 11

Service ID

9 6 6 4 5 1 4 1 8 9 8 8 0 8 0

Contact

PTFS Europe

Nick Phipps

+44 (0) 1483 378728

sales@ptfs-europe.com

Service scope

Software add-on or extension
Yes
What software services is the service an extension to
PTFS Europe library applications (eg, Koha Library Management System,
CORAL Electronic Resource Management, RT: request tracker)
Cloud deployment model
  • Public cloud
  • Private cloud
  • Hybrid cloud
Service constraints
None
System requirements
Web browser access from user site

User support

Email or online ticketing support
Email or online ticketing
Support response times
Response time depends on the classification of the fault (classification is agreed with the customer). Severe: Where the entire system or a complete module is unavailable or unusable. We respond within 2 working hours. Moderate: Where the system is available, but aspects of previously accepted functionality are seriously impaired. We respond within 4 working hours. Minor or cosmetic: Where aspects of appearance or functionality could be improved without being classified as severe or moderate problems. We respond within 5 working days. Response times are different at weekends.
User can manage status and priority of support tickets
Yes
Online ticketing support accessibility
WCAG 2.1 A
Phone support
Yes
Phone support availability
9 to 5 (UK time), Monday to Friday
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
The same high support level of support is provided to all of our customers (described in 'Support response times' above). Support costs are based on the scale and complexity of the customer's system. Each customer is provided with a Customer Relationship Manager, who reports to the Director of Operations.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
We provide the full range of services needed to implement Metabase, including installation, configuring source database connection(s), authentication integration and staff training. We then move to live running, ongoing hosting and support.
Service documentation
Yes
Documentation formats
HTML
End-of-contract data extraction
Consumers can extract key data for themselves through the application. Further data sets can be provided by the supplier. There is no cost for the extraction of consumer-generated data.
End-of-contract process
Exiting is simply a process of closing down the system and destroying the server. If there is a requirement to migrate the data to another service provider's service then the professional time taken to carry out any reformatting would be charged at current professional rates for the time taken.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 9
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
  • Opera
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
None
Service interface
Yes
Description of service interface
Using Metabase's browser interface users can create, manage and organise business intelligence and analytics reports for PTFS Europe’s library applications (eg, Koha LMS, CORAL ERM and RT:request tracker). The report configuration options include an extensive range of graphical visualizations, custom dashboard design tools, a report scheduling and distribution function and the ability to assign permissions. Reports can be created using Metabase’s SQL or Report Wizard tools and also applied directly to an application's (eg, Koha LMS) existing SQL reports.
Accessibility standards
WCAG 2.1 AA or EN 301 549
Accessibility testing
Metabase has a JavaScript dialect compliant with ECMAScript 262 edition 5.1. It is compliant with W3C AA, compliant with PECR 2011 and the ICO’s requirement in regard to cookies. It uses CSS 1/2 Style Sheets in preference to HTML formatting. We would check and advise on accessibility compliance in response to customisation requests.
API
Yes
What users can and can't do using the API
The API is for use by PTFS Europe in supporting and developing the service.
API documentation
No
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
There are a wide range of parameters and configuration options that can be set by buyers.

Scaling

Independence of resources
We can configure the amount of resources made available to each of our installations. Depending on the size of the system we can install the service on a dedicated server with no other users.

Analytics

Service usage metrics
Yes
Metrics types
We can provide comprehensive metrics on uptime using the Nagios monitoring service. In addition, statistics relating to help desk performance can be derived from our CRM system used for call management.
Reporting types
Reports on request

Resellers

Supplier type
Not a reseller

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Yes
Datacentre security standards
Supplier-defined controls
Penetration testing frequency
At least every 6 months
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with another standard
  • Encryption of all physical media
Data sanitisation process
Yes
Data sanitisation type
Deleted data can’t be directly accessed
Equipment disposal approach
In-house destruction process

Data importing and exporting

Data export approach
A range of tools to export data are contained within the application.
Data export formats
Other
Other data export formats
  • CSV
  • XLSX
  • JSON
Data import formats
Other
Other data import formats
Format agreed on request

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
The annual availability of the Software Programs will be better than 99.9%. Service credits for failure to meet availability targets can be agreed as part of individual contract negotiations.
Approach to resilience
Available on request.
Outage reporting
In the rare case of outages, users are alerted by email and by posts to the user forum.

Identity and authentication

User authentication needed
Yes
User authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
  • Other
Other user authentication
LDAP and/or Google Sign-In
Access restrictions in management interfaces and support channels
Access to support channels is via an authorised login and password to the support portal. Each user can see all the support tickets of all other users within their organisation. Access to management interfaces within the application is controlled by user access level which is linked to the user login. This defines the permissions and roles each user or group of users is able to carry out
Access restriction testing frequency
At least once a year
Management access authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
  • Other
Description of management access authentication
LDAP and/or Google Sign-In

Audit information for users

Access to user activity audit information
Users contact the support team to get audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users contact the support team to get audit information
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
At least 12 months

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
British Assessment Bureau
ISO/IEC 27001 accreditation date
8th May 2016 - 7th May 2019. Certification number 193891
What the ISO/IEC 27001 doesn’t cover
Certification is limited to the provision of hosting, implementation and support services for a range of products in the library sector.
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Other security certifications
Yes
Any other security certifications
Cyber Essentials accreditation - Certification number QGCE 1623

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
  • ISO/IEC 27001
  • Other
Other security governance standards
Cyber Essentials
Information security policies and processes
Our information security policies and procedures are built around principles defined in ISO27001:2013. We have been implementing, hosting and supporting library system for over 10 years and have a wealth of experience in the security and assurance processes needed to deliver these services efficiently and effectively. Documentation on our security management plan is available upon request

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
We have a well documented and proven process for change management. As part of our project management discipline changes are documented and audited. Configuration changes are documented within the system and recorded in action logs. Implementation of the product by PTFS Europe is controlled by weekly project implementation meetings and weekly upgrade meetings. Also, at an initial installation meeting a detailed configuration spreadsheet is used to maintain change control.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
As part of our ISO27001:2013 procedures a full risk identification and management process is regularly taken and the resulting policies audited upon a regular basis. As part of the risk analysis, vulnerabilities are identified and appropriate measures taken to obviate or mitigate. Depending upon the severity of the threat, patches can be deployed in under two hours. Information about potential threats is derived from a range of sources including security list services and other relevant sources. Where appropriate our servers are configured to automatically upload and deploy security patches from approved sources.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
Nagios and Intrusion detection software is used to monitor key processes and alert to suspicious behaviour. File validation checks are carried out on a regular basis. Network intrusion detection software is also employed by our hosting provider. When a potential compromise is found we follow our ISO27001 procedure for managing compromise events. We would aim to have an immediate response to any compromises.
Incident management type
Supplier-defined controls
Incident management approach
Our Incident Management processes are carried out according to ISO27001:2013 principles and audited accordingly. Support calls are placed on and managed via the support portal. There are clear escalation paths for the management of incidents. In the case of a severe breach users would be notified immediately

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
No

Pricing

Price
£1595 to £3250 per instance per year
Discount for educational organisations
No
Free trial available
Yes
Description of free trial
Access to a sandbox environment with admin privileges can be negotiated on request.

Service documents

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