Administration Perspective

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.

As an administrator user, you work mainly with the Administration perspective. This topic describes its main elements.

Navigation Pane

The left pane lets you navigate through all areas in the Administration perspective:

  • User Management: Defining and Managing the Authorization System

    The starting point to define the authorizations and privileges of Users and User Group objects and their respective user Connections. You can also modify certain aspects such as renaming, deleting, or duplicating them, or disconnecting a user from the client. For more information ,see Users (USER), User Groups (USRG), and Connections.

  • Clients

    Self-contained environments that you can configure to depict your business as best suits you. Multiple clients share an Automation Engine instance on the same hardware, but do not access the same data.

    Client 0 is already available when you install the Automation Engine. You use it to manage systemwide settings.

  • Queues

    List of all Queue objects in the client, indicating their status and settings. In Client 0, it lists all queues in your system.

  • Agents & Groups

    Agents are programs that run on the target system. They establish a connection to the Automation Engine system, start the execution of tasks, and make both their monitoring and the corresponding reporting possible. As any program, Agents can be upgraded. The Upgrade History page provides detailed information about the Centralized Agent Upgrade (CAU). For more information, see Agents (HOST), Upgrade History, and Centralized Agent Upgrade (CAU).

    Agents of the same platform can be grouped in Agent Groups to enable the execution of jobs, file transfers, console, and file system events. For more information, see Agent Groups (HOSTG).

    In Client 0, you use the Agent Authorization Policies to establish the connection between agents and clients. You also define the rights that an agent has on a client. For more information, see Assigning Clients to Agents.

  • Automation Engine Management

    Provides information and allows you to perform administrative tasks on the basic system components and functions, such as Processes and Utilization or the Database. In Client 0, you can also define server roles for Java work processes and perform a System Upgrade. For more information, see Processes and Utilization, JWP Roles, Database, and System Upgrade.

  • Cache

    Information that is called from the database and stored in the server input buffer to be accessed quickly when required. Cache improves the performance of your system as it is less time-consuming than repeatedly calling the database.

  • Exits

    Password exits are used to verify or reject attempts to log in to the Automation Engine system from a custom-developed program library.

  • Quarantine

    Internal system messages that were intercepted because they were not processed correctly or because the server was not able to process them at all.

  • ILM - Information Lifecycle Management (in Client 0)

    Partitioning the database is an efficient method to deal with the accumulation of large amounts of reporting, statistical, and historical data. After a partition has been switched out or dropped, you can still access their key data on the ILM History page, see ILM History.

  • Usage Data (Telemetry) Configuration (in Client 0)

    System configuration for the Telemetry capability.

  • Usage Data (in Client 0)

    Displays the telemetry usage data for the current month for a specific product. This page is visible only after configuring telemetry in your system.

  • Service Level Objectives (SLO) (not in Client 0)

    Tools to support Service Level Agreements (SLAs). They depict the parties, the services, the expectations regarding those services, and the reactions in case the expectations are met or not met.

  • Packs. See About Actions, Packs and Plug-ins

    Optional set of functionality to be used on top of the Automation Platform. Action Packs are outbound integrations with third-party products for automation purposes. They group actions that are related to each other (for example, Windows File System Actions). Packs range from modifying windows services up to complex workflow templates for deployments of enterprise applications.

Main Page

The main page is your workspace. Select an option on the navigation pane to access its main page. The list provides the most important information at a glance. You can hide and show columns, sort them, and so on, to best suit your needs. Right-click a record in the list to open a context-menu with all the functions available to that record.

For more information, see Working with Tables.

Toolbar

The toolbar is page-specific and provides shortcuts to the most frequent functions. The following elements are common to all pages:

  • Search field to find records in the list
  • Filter button to open a pane on the right to restrict the contents of the list according to multiple criteria.
  • Export button to export the contents of the list to a .csv file
  • Refresh button to update the view

Filter Pane

Displayed if you select the Filter button on the toolbar, it allows you to restrict the number of records in the list.

See also: