AWI: Role-Oriented User Interface
The user interface is organized in perspectives that reflect user roles. A perspective is the area that contains the functions to which a particular user role should have access. Depending on your function and user role, your administrator will grant you access to one, some, or all perspectives.
What is your role?
The Administrator Role
As an administrator, you install, set up, upgrade and configure the system. You manage Users, User Groups, Clients and Agents centrally. You ensure that the system is up and running and that the resources are optimally allocated. You manage connections and monitor them.
You work in the Administration perspective. For a description of the perspective, see Walkthrough of the Administration Perspective.
For more information, see:
- Getting Started with Automic Automation for Administrators: Initial Setup: Getting Started for administrators (Automic Automation on-premises)
- Getting Started with Automic SaaS for Administrators
- Administering and Configuring, particularly Walkthrough of the Administration Perspective
The Developer, Object and Workflow Designer Role
As a developer and object designer, you are an automation architect. You create and configure objects and you write scripts to extend the object configuration options. You design Workflows
You work mainly (but not only) in the Process Assembly perspective. For a description of the perspective, see Walkthrough of the Process Assembly Perspective.
For more information, see:
- Getting Started with Automic Automation for Object Designers: Initial Design: Getting Started for developers and object designers (Automic Automation on-premises)
- Getting Started with Automic SaaS for Object Designers
- Walkthrough of the Process Assembly Perspective
The Operator (Business User) or Manager Role
As an operator, you own the day-to-day business of running things. You keep an eye on processes and make sure that the workload gets processed every day, smoothly and without incidents. You identify problems and assume their ownership. To be able to remediate them, you perform basic root cause analysis, you determine the best course of action and the next steps. You react to failures either by involving other users, notifying the management team or by escalating to the owner of a process.
Depending on your system configuration and on your company's policy in terms of rights, you will mainly work in one or more of the following perspectives:
- Process Monitoring
- Dashboards
- My Catalog
Process Monitoring Perspective
The Process Monitoring gives you the full range of possibilities to monitor, analyze, identify problems and remediate them. For a description of the perspective, see Walkthrough of the Process Monitoring Perspective.
For more information, see
- Getting Started with Automic Automation for Operators: Monitor: Getting Started for operators and managers (Automic Automation on-premises)
- Getting Started with Automic SaaS for Operators
- Walkthrough of the Process Monitoring Perspective
- Tasks
- Monitoring Tasks
Home (Dashboards) Perspective
When you first log in to the Automic Web Interface, the Home or Dashboards perspective is displayed. You system administrator may have already partially configured it for you so that you have access to some objects and functions.
The Dashboards perspective gives quick access to customized views. Dashboards are pages with one or more windows (widgets) that contain different kinds of information and links. If you have the necessary rights, you can add Dashboards.
For a description of the perspective, see Walkthrough of the Dashboards.
My Catalog Perspective
The My Catalog is your personal dashboard. Here you find direct access to the folders and objects that you are responsible for. From the My Catalog, you start executable objects, monitor their current tasks, review past runs, and see the execution data and reports.
For information about how to configure it, see Configuring the User Catalog (administrator users). For information about how to use it, see Walkthrough of the My Catalog Perspective (operators and managers).
See also: