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The Universal Controller 7.23.x user interface is comprised of two basic elements:

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The home page contains the Home Dashboard and a panel on the left side of the page that lists any User Interface#Services Services that you had selected for easy access.


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User Interface Details

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SectionDescription

Link to the Stonebranch website.

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Link to the Universal Controller Services available in the user interface.

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Search field that enables you to search for a Name, Description, and Member of Business Services across multiple record types.

The Search icon lets you select which field types to search for.

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User-specific information for the logged in user.

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Links to:

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Time and node status (System Details).

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Home page only; Refreshes the information displayed on this page.

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Home page only:

  • New
    Creates a new Dashboard.
  • Edit
    Edits the Dashboard
  • Delete
    Delete the Dashboard
  • Set As Default
    Set the Dashboard as the default Dashboard.
  • Copy
    Creates a copy of the Dashboard.
  • Visibility
    Sets the visibility of the Dashboard.


Note
titleNote

You cannot Edit or Delete the Home Dashboard.


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To create a record for a record type while in Available Services, click the new icon ( + ) next to that record type


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Global Search
Global Search
Global Search

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  • Agent
  • Agent Cluster
  • Application
  • Bundle
  • Bundle Target
  • Calendar
  • Credentials
  • Database Connection
  • Email Connection
  • Email Template
  • OAuth Client
  • OMS Server
  • PeopleSoft Connection
  • SAP Connection
  • Script
  • SNMP Manager
  • Task
  • Trigger
  • Variable
  • Virtual Resource

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  1. Click the Settings icon on the User Interface#User Task Bar to configure which fields to search.  By default, the Name and Description fields are selected.

  2. In the Search field, enter the text to search for. (Search text is not case sensitive.)



  3. Click the Search icon to perform the search.

    A list of any search results then displays.

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You can customize the Universal Automation Center banner that displays across the top of the page by changing the banner logo.

Changing the Banner Background Color

To change the background color of the banner, enter a new hexadecimal value in the Banner Background Color Universal Controller system property.

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For example, the record Details for a User contains a drop-down list of titles that can be assigned to the User:
 

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To select a value from a drop-down list, either:

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The Console contains informational and error messages regarding recent Controller activity.

For example:
 

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The Console opens automatically to display error ( x ) messages, and you can set the Console to open automatically to display information ( i ) messages (via one of four user preferences that allow you to control the Console display).

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You also can open the Console manually at any time by clicking the User Interface#Universal Universal Automation Center Console icon on the User Interface#User Task Bar.

Console Actions

Action

Icon

Description

Select and Copy

n/a

Select message text either of three ways:

  • Drag your cursor across any of the text.
  • Double-click a single entry in the text to select only that entry.
  • Triple-click anywhere in the message text to select all of the text.

Use Ctrl+C and Ctrl+V to copy and paste the selected text.

You also can select and copy text this way from the Print Preview pop-up (see Print in this table).

Print

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Click the Print icon at the top of the Console to display a Print Preview pop-up, and then click the Print button.

Trash

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Click the Trash icon at the top of the Console to empty the contents of the Console.

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Close Console
Close Console
Close

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Close the Console either by:

  • Clicking the Close icon at the top of the Console.
  • Double-clicking the Console header.

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When you log in to the Controller, the Home dashboard displays under a Dashboards tab. The Home dashboard - as well as the Activity Monitor and Dashboard Details - remain open throughout your session unless you manually close them by clicking the x icon in the tab itself. The tabs for those pages otherwise remain at the top of the screen so that you can quickly return to them at any time.

For example:

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If you select a page in the Services while viewing Dashboards, Activity Monitor, or Server Operations, a new tab will open for that page. The Dashboards, Activity Monitor, and Server Operations tabs are pinned automatically to the top of the page and will remain open if you navigate from them.

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Any tab pinned during the current user session will display as pinned when the tab is opened again in a future user session, until the tab is unpinned.

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Tab Picker

If you open more tabs that can be displayed on your screen, tab picker icons display that let you scroll back and forth among the tabs and select any tab from a drop-down list

<

Scroll left through the tabs.

>

Scroll right through the tabs.

v

Display a drop-down list of all open tabs.

If there are open tabs for Workflow Editors or Workflow Monitors, the drop-down list will identify the name of each Workflow being edited or monitored.

For example:

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Record Details as Tabs
Record Details as Tabs
Record Details as Tabs

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Step 1

From a record list, either:

  • Right-click a record in the list.
  • Open a record and right-click in the record Details.

Step 2

In the Action menu, click Open in Tab. The record Details display under a tab at the top of the page.
 
If you click Open in Tab for an open record, the record is closed and displays only under the tab.

Step 3

If you want to open the same record or another record under another tab, repeat Steps 1 and 2.
 
You can open any number and combination of tabs from one or more lists in the user interface.
 
For example:
 
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Additional Information

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