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Step 1 | Access the Action menu for a Promotion Target record. |
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Step 2 | Click Refresh Target Agents. The Refresh Target Agents pop-up displays. |
Step 3 | If the Promotion Target record does not provide the login credentials (User and Password, or Personal Access Token) for the target machine, you must enter them. If the Promotion Target record does provide login credentials, but you want to override them, click Override Credentials and. Select Basic and enter a User and PasswordPassword or select Access Token from the Authentication Method drop down menu and enter yourselect Access Token and enter a Personal Access Token. |
Step 4 | Click Submit. The Controller logs in to the target machine specified in the Promotion Target record URI field, accesses the appropriate tables, sorts the Agents into Agent types, and lists them in the appropriate <Agent-type> Mappings tab of the Promotion Target record. |
Step 5 | Open the Promotion Target record for which you have just refreshed Agents and click an Agent Mappings tab for which there are Agents on the target machine. |
Step 6 | Click the Details icon next to a Target Agent name to display Agent Mapping Details for that Target Agent. |
Step 7 | In the Source Agent field, click the Add-Remove Multiple icon to display an Edit Members dialog.
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Step 8 | To filter the Agents listed in the Collection window, enter characters in the text field above the Name column. Only Agents containing that sequence of characters will display in the list. |
Step 9 | To map an Agent, move the it from the Collection window to the List window: |
Step 10 | Click Save. |
Step 11 | Repeat Steps 6 to 10 for each Agent listed in the selected Agent Mappings tab and for all Agents listed in any other Agent Mappings tabs. |
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If your setup is incorrect, you may see the error message described below.
If you tried to refresh target Agents using a non-existent user, invalid password, or invalid password personal access token on the Promotion Target:
Error Message | Location | ||
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| User interface on source machine | ||
| Universal Controller log on source machine | ||
| Universal Controller log on target machine |