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?

I Am a System Administrator

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 Administration Perspective.

For more information, see:

I Am a Developer, Object and Workflow Designer

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 and Schedules.

You work mainly (but not only) in the Process Assembly perspective. For a description of the perspective, see Process Assembly Perspective.

For more information, see:

I Am an Operator (Business User) or Manager

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 Process Monitoring Perspective.

For more information, see

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 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 My Catalog Perspective (operators and managers).

See also:

Getting Started with Automic Automation