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


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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.

Link to 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 7.2.x 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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To create a record for a record type while in Available Services, click the new icon ( + ) next to that record type


The following illustration identifies these elements and other features of the user interface.
 

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Universal Automation Center banner.

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Services.

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User task bar.

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Records List task bar.

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Records list for the record type selected in the Navigator.

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Details for a record selected from the records list.

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Scroll bars that let you scroll through the Navigator, a records list, or record Details.

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Below the Universal Automation Center banner, a user task bar displays.
 

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User Task Bar Elements

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Description

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Identifies the Universal Controller environment as specified by the System Identifier Universal Controller system property.
 
You can click this element, or the Cluster Node time element (below), to display the System Details widget, as displayed on the default Home Dashboard or selected from the Widgets list.

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Identifies the Cluster Node time, as indicated by the Node Time Display user preference.

A color indicator to the left of the time identifies the status of the Cluster Node:

  • Active
  • Passive
  • Offline
  • Unknown

You can click this element, or the Universal Controller environment element (above), to display the System Details widget, as displayed on the default Home Dashboard or selected from the Widgets list.

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Enables you to perform a global search across the entire user interface for Name, Description, and/or Member of Business Services across multiple record types.

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Displays a list of user actions that can be taken for the logged in user.

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Displays the Universal Controller user interface Home Dashboard.

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Displays the Console.

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Accesses the Universal Controller documentation.

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Global Search
Global Search
Global Search

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  1. Click the Settings icon on the 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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The <User Name> drop-down list on the User Task Bar provides the following actions that you can take for the logged in user.
 

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Selection

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Description

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Allows you to log out of this session of the Controller.

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Allows you to change your password for logging in to the Controller.

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Allows you to view a list of currently authenticated user sessions.

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Allows you to select user preferences for the display of information in the Controller user interface.

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Adjust User Interface Display

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Hide Navigator

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To hide the Navigator, click the gray border between the Navigator and the data area.
 
To re-display the Navigator, re-click the gray border, which now is at the far left of the screen.

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Adjust Widths

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To adjust the width of the Navigator and data area, click and hold the gray border between the Navigator and the data area drag it left or right.

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Hide Banner

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To hide the Universal Automation Center banner that displays across the top of the page, click the gray border that displays below the banner.
 
To re-display the banner, re-click the gray border, which now is at the top of the screen.

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Hide a List

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To hide a records list, click the down arrow that displays in the List task bar below to the list name.
 
To re-display a hidden list, click the up arrow that displays below to the list name.

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Hide a Record Details

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To hide record Details, click the down arrow that displays next to the record type name.
 
To re-display hidden Details, click the up arrow that displays next to the record type name.

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Multiple display themes are provided for the user interface:

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The User Interface Theme Universal Controller system property lets you select any theme as the default theme for the Universal Controller Interface.

The User Interface Theme user preference lets users select their own theme.

Enterprise Theme

The Enterprise theme is the legacy theme for the Universal Controller user interface. It is the theme shown in the graphics through this documentation:

For example:

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Tahoe Theme

The Tahoe theme is the default theme for the Universal Controller user interface as of Universal Controller 7.0.0.0.

For example:

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Customizing the Banner
Customizing the Banner
Customizing the Banner

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You can pin tabs to the top of the page so that they display the pinned page displays even if you select other pages to display.  You also can unpin any pinned tabs at any time (see the Tabs action menu).

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