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The home page contains the Home Dashboard and a panel drop down menu on the left side of the page that lists any Services that you had selected for easy access. Image Removed

User Interface Details

In addition to the Home Dashboard and user-selected links to areas in Services, the Home Page - and all pages accessed via Services - contains the following information (except where noted).

SectionDescription

Link to the Stonebranch website.

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Link to

System Identifier defined by the System Identifier property.

The background color and text color of the system identifier are defined by the System Identifier Background Color and System Identifier Color properties.

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Opens drop down menu of the Universal Controller Services available in the user interface.

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.

User-specific information for the logged in user.

Links to:

  • Home Dashboard
  • Console
  • Universal Controller user documentation

Time and node status (System Details).

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

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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All of the record types are under Available Services.

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To add a record type to the home page navigation panel, click the star icon (U) next to the record type in Available Services

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

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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
  • Webhook

You can search for:

  • Exact field:
    Enter a specific record name.
  • Partial field:
    Enter partial text and use a question mark ( ? ) to replace any single character.
  • Wildcard:
    Use a wildcard ( * ) to match one or more matching values (for example: t*, Test*, *est*.

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  1. Click the Settings icon on the  User Task Bar to the 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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