Configuration Guide

Overview

The Enterprise Configuration system provides advanced setup and configuration options for enterprise deployments of the Ava Portfolio Manager AI Agent. This system allows organizations to customize security settings, database configurations, network policies, and API integrations to meet their specific requirements.

Features

🔧 Configuration Management

  • Multi-section Configuration: Organized into General, Security, Database, Network, Notifications, and API sections

  • Real-time Validation: Instant feedback on configuration changes with error detection

  • Import/Export: Support for JSON, YAML, and environment variable formats

  • Configuration Scoring: Automated scoring system to evaluate configuration quality

🔒 Security Features

  • Multi-level Security: Basic, Enhanced, and Maximum security levels

  • Two-Factor Authentication: Configurable 2FA enforcement

  • Single Sign-On (SSO): Enterprise SSO integration support

  • Session Management: Configurable session timeouts and policies

  • Audit Logging: Comprehensive logging for compliance requirements

🗄️ Database Configuration

  • Multiple Database Support: PostgreSQL, MySQL, and other enterprise databases

  • SSL/TLS Encryption: Secure database connections

  • Connection Pooling: Optimized connection management

  • Backup & Replication: Automated backup and replication settings

🌐 Network Security

  • IP Whitelisting: Restrict access to specific IP ranges

  • Rate Limiting: Configurable API rate limits

  • Proxy Support: Enterprise proxy configuration

  • Firewall Rules: Customizable inbound and outbound rules

Quick Start

1. Access Enterprise Configuration

Navigate to the Enterprise Configuration panel in your Ava Portfolio Manager dashboard:

/enterprise/config

2. Basic Setup

  1. Enable Enterprise Features: Toggle the "Enable Enterprise Features" switch

  2. Organization Name: Set your organization's name

  3. Environment: Select your deployment environment (Development, Staging, Production)

  4. Maximum Users: Configure the maximum number of concurrent users

3. Security Configuration

// Example security configuration
const securityConfig = {
  level: 'enhanced',
  twoFactorAuth: true,
  ssoEnabled: true,
  sessionTimeout: 30,
  encryptionEnabled: true,
  auditLogging: true
};

Configuration Sections

General Settings

Setting
Description
Default
Required

enabled

Enable enterprise features

true

Yes

organizationName

Organization name

""

Yes

environment

Deployment environment

development

Yes

maxUsers

Maximum concurrent users

100

Yes

Security Settings

Setting
Description
Options

level

Security level

basic, enhanced, maximum

twoFactorAuth

Enable 2FA

true, false

ssoEnabled

Enable SSO

true, false

sessionTimeout

Session timeout (minutes)

Number

Security Levels

  • Basic: Standard security protocols

  • Enhanced: Advanced security with monitoring

  • Maximum: Highest security with full compliance

Database Configuration

database:
  host: "postgres.production.local"
  port: 5432
  ssl: true
  maxConnections: 100
  connectionTimeout: 30
  backupEnabled: true
  replicationEnabled: true
  encryptionAtRest: true

Network Configuration

network:
  allowedIPs:
    - "10.0.0.0/8"
    - "172.16.0.0/12"
    - "192.168.0.0/16"
  proxyUrl: ""
  rateLimit: 5000
  corsEnabled: true
  vpnRequired: false
  firewallRules:
    inbound: ["443", "80", "22"]
    outbound: ["443", "80", "53", "587"]

Notification Settings

Configure how the system sends alerts and notifications:

  • Email Notifications: Enable/disable email alerts

  • Slack Integration: Connect to Slack channels

  • Webhook URLs: Custom webhook endpoints

  • Alert Levels: Configure which alert types to send

API Configuration

const apiConfig = {
  apiKey: "ava_prod_xxxxxxxxxxxxx",
  version: "v3",
  timeout: 60,
  retryAttempts: 3,
  rateLimiting: {
    enabled: true,
    requestsPerMinute: 1000,
    burstLimit: 2000
  },
  authentication: {
    type: "bearer",
    refreshTokens: true
  }
};

Import/Export

Exporting Configuration

The system supports exporting configuration in multiple formats:

JSON Format

curl -X GET /api/enterprise/config/export?format=json

YAML Format

curl -X GET /api/enterprise/config/export?format=yaml

Environment Variables

curl -X GET /api/enterprise/config/export?format=env

Importing Configuration

import { importConfig } from '@/utils/enterprise/configExport';

const configFile = `{
  "general": {
    "enabled": true,
    "organizationName": "My Organization"
  }
}`;

const result = importConfig(configFile, 'json');
if (result.success) {
  console.log('Configuration imported successfully');
} else {
  console.error('Import failed:', result.errors);
}

Validation and Security

Real-time Validation

The system provides real-time validation with:

  • Error Detection: Immediate feedback on invalid configurations

  • Warning System: Best practice recommendations

  • Security Scoring: Automated security score calculation

Validation Rules

  1. Organization Name: Must be provided and non-empty

  2. Maximum Users: Must be at least 1

  3. Session Timeout: Minimum 5 minutes

  4. Database Port: Must be between 1 and 65535

  5. API Key: Required for production environments

Security Recommendations

  • Enable 2FA for maximum security level

  • Use SSL for database connections in production

  • Restrict IP access instead of allowing all IPs (0.0.0.0/0)

  • Configure API keys for non-development environments

API Reference

GET /api/enterprise/config

Retrieve current enterprise configuration.

Response:

{
  "success": true,
  "data": {
    "general": { ... },
    "security": { ... },
    "database": { ... },
    "network": { ... },
    "notifications": { ... },
    "api": { ... }
  },
  "timestamp": "2025-01-02T10:30:00Z"
}

PUT /api/enterprise/config

Update enterprise configuration.

Request Body:

{
  "general": { ... },
  "security": { ... },
  "database": { ... },
  "network": { ... },
  "notifications": { ... },
  "api": { ... }
}

DELETE /api/enterprise/config

Reset configuration to defaults.

Troubleshooting

Common Issues

  1. Configuration Not Saving

    • Check validation errors

    • Ensure all required fields are filled

    • Verify API key permissions

  2. Database Connection Issues

    • Verify host and port settings

    • Check SSL configuration

    • Ensure network connectivity

  3. Authentication Problems

    • Verify SSO configuration

    • Check 2FA settings

    • Review session timeout values

Support

For enterprise support, contact:

  • Email: enterprise@ava-portfolio.com

  • Slack: #enterprise-support

  • Documentation: https://docs.ava-portfolio.com/enterprise

Compliance

The Enterprise Configuration system supports various compliance requirements:

  • GDPR: Data protection and privacy controls

  • SOC 2: Security and availability controls

  • HIPAA: Healthcare data protection (when configured)

  • Custom Compliance: Configurable policies for specific requirements

Migration Guide

From Basic to Enterprise

  1. Backup Current Configuration: Export existing settings

  2. Enable Enterprise Features: Toggle enterprise mode

  3. Configure Security: Set appropriate security level

  4. Update Database Settings: Configure production database

  5. Set Network Policies: Configure IP restrictions and rate limits

  6. Test Configuration: Validate all settings before deployment

Version Upgrades

When upgrading to newer versions:

  1. Export current configuration as backup

  2. Review new configuration options

  3. Update settings as needed

  4. Test functionality thoroughly

Best Practices

Security

  • Always use maximum security level in production

  • Enable 2FA for all administrative accounts

  • Regularly rotate API keys

  • Monitor audit logs for suspicious activity

Performance

  • Optimize database connection pools

  • Configure appropriate rate limits

  • Use caching where applicable

  • Monitor system metrics

Maintenance

  • Regular configuration backups

  • Periodic security reviews

  • Update documentation for changes

  • Test disaster recovery procedures

Last updated: January 2025 Version: 3.0.0

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