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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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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:

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


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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
  • Oath 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  63538109 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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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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