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A user interface Navigator displays on the left-hand side of every page in the Universal Controller user interface.
The Navigator provides access to all areas of the user interface via five separately displayed navigation panes. Each navigation pane provides links to specific pages in the user interface, such as a record type or list. When you hover you cursor over a link, it is highlighted in gray. When you click a link, the highlight is removed.
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Area | Menu Options | Description and Links | |||||
|---|---|---|---|---|---|---|---|
Task Instances | Multiple task instance lists. | ||||||
Activity | Lists all active task instances; the data is automatically refreshed. From this list, you can view and edit any task instance. For non-Workflow task instances, you also can view output or rerun the task. | ||||||
All Task Instances | Lists the same task instances as the Activity Monitor, but only for task instances for which there has been a status change or a modification to the task instance record within the last 7 days (an Updated on Last 7 Days filter has been pre-selected for this display). Also, unlike the Activity Monitor, the data is not automatically refreshed. Task Instances also allows you to view details about workflow instances – information that is not available from the Activity Monitor. | ||||||
History | Lists a history of completed task instances with a status in an "end state" (SUCCESS, FINISHED, FAILED, CANCELLED, START FAILURE, SKIPPED). This allows you to track information about a specific task instance, including multiple runs. For example, Task A may have failed and was then re-run by a user. This task instance will appear twice on the History list, first for the time that it ran and failed and again for the time it was re-run to success. | ||||||
Triggers | List of triggers for each trigger type; list of all trigger triggers; forecast information. | ||||||
All Triggers | Lists all existing triggers of all types. From this list, you can view and edit any trigger on the list, or create a new trigger of any type. | ||||||
Active Triggers | Lists all active (enabled) triggers. From this list, you can view and edit any trigger on the list, or create a new trigger of any type. | ||||||
Cron Triggers | Lists all Cron triggers. From this list, you can view or edit any Cron trigger, or create a new Cron trigger. | ||||||
Time Triggers | Lists all Time triggers. From this list, you can view or edit any Time trigger, or create a new Time trigger. | ||||||
Manual Triggers | Lists all Manual triggers. From this list, you can view or edit any Manual trigger, or create a new Manual trigger. | ||||||
Temporary Triggers | Lists all Temporary triggers. From this list, you can view or edit any Temporary trigger, or create a new Temporary trigger. | ||||||
Agent File Monitor Triggers | Lists all Agent File Monitor triggers. From this list, you can view or edit any Agent File Monitor trigger, or create a new Agent File Monitor trigger. | ||||||
Task Monitor Triggers | Lists all Task Monitor triggers. From this list, you can view or edit any Task Monitor trigger, or create a new Task Monitor trigger. | ||||||
Variable Monitor Triggers | Lists all Variable Monitor triggers. From this list, you can view or edit any Variable Monitor trigger, or create a new Variable Monitor trigger. | ||||||
Email Monitor Triggers | Lists all Email Monitor triggers. From this list, you can view or edit any Email Monitor trigger, or create a new Email Monitor trigger. | Universal Monitor Triggers | Lists all Universal Monitor triggers. From this list, you can view or edit any Universal Monitor trigger, or create a new UniversalMonitor trigger. | ||||
Application Monitor Triggers | Lists all Application Monitor triggers. From this list, you can view or edit any Application Monitor trigger, or create a new Application Monitor trigger. | ||||||
Composite Triggers | Lists all Composite triggers. From this list, you can view or edit any Composite trigger, or create a new Composite trigger. | ||||||
Forecasts | Lists information about every task in the Forecast Calendar, including tasks within a workflow launched by a trigger. See Forecast List. | ||||||
Forecast Calendar | For Time, Temporary and Cron triggers: Lists a Forecast Calendar of all scheduled task instances for the next N days. The number (N) of days displayed in the forecast is specified using the Forecast Period in Days Universal Controller system property (see Forecast Calendar). | ||||||
Tasks | Lists of tasks for all task types; list of all tasks. | ||||||
All Tasks | Lists all existing tasks of all types. From this list, you can view, edit, or launch any task on the list, or create a new task of any type. | ||||||
Workflow Tasks | Lists all Workflow tasks. From this list, you can view, edit, or launch any Workflow, or create a new Workflow. | ||||||
Linux/Unix Tasks | Lists all Linux/Unix tasks. From this list, you can view, edit, or launch any Linux/Unix task, or create a new Linux/Unix task. | ||||||
Windows Tasks | Lists all Windows tasks. From this list, you can view, edit, or launch any Windows task, or create a new Windows task. | ||||||
z/OS Tasks | Lists all z/OS tasks. From this list, you can view, edit, or launch any z/OS task, or create a new z/OS task. | ||||||
Universal Command Tasks | Lists all Universal Command tasks. From this list, you can view, edit, or launch any Universal Command task, or create a new Universal Command task. | ||||||
SAP Tasks | Lists all SAP tasks. From this list, you can view, edit, or launch any SAP task, or create a new SAP task. | ||||||
PeopleSoft Tasks | Lists all PeopleSoft tasks. From this list, you can view, edit, or launch any PeopleSoft task, or create a new PeopleSoft task. | ||||||
File Transfer Tasks | Lists all File Transfer tasks. From this list, you can view, edit, or launch any File Transfer task, or create a new File Transfer task. | ||||||
Manual Tasks | Lists all Manual tasks. From this list, you can view, edit, or launch any Manual task, or create a new Manual task. | ||||||
Timer Tasks | Lists all Timer tasks. From this list, you can view, edit, or launch any Timer task, or create a new Timer task. | ||||||
SQL Tasks | Lists all SQL tasks. From this list, you can view, edit, or launch any SQL task, or create a new SQL task. | ||||||
Stored Procedure Tasks | Lists all Stored Procedure tasks. From this list, you can view, edit, or launch any Stored Procedure task, or create a new Stored Procedure task. | ||||||
Email Tasks | Lists all Email tasks. From this list, you can view, edit, or launch any Email task, or create a new Email task. | ||||||
Web Service Tasks | Lists all Web Service tasks. From this list, you can view, edit, or launch any Web Service task, or create a new Web Service task. | ||||||
Recurring Tasks | Lists all Recurring tasks. From this list, you can view, edit, or launch any Recurring task, or create a new Recurring task. | ||||||
Task Monitors | Lists all Task Monitor tasks. From this list, you can view, edit, or launch any Task Monitor task, or create a new Task Monitor task. | ||||||
Agent File Monitors | Lists all Agent File Monitor tasks. From this list, you can view, edit, or launch any Agent File Monitor task, or create a new Agent File Monitor task. | ||||||
Remote File Monitors | Lists all Remote File Monitor tasks. From this list, you can view, edit, or launch any Remote File Monitor task, or create a new Remote File Monitor task. | ||||||
System Monitors | Lists all System Monitor tasks. From this list, you can view, edit, or launch any System Monitor task, or create a new System Monitor task. | ||||||
Variable Monitors | Lists all Variable Monitor tasks. From this list, you can view, edit, or launch any Variable Monitor task, or create a new Variable Monitor task. | ||||||
Email Monitors | Lists all Email Monitor tasks. From this list, you can view, edit, or launch any Email Monitor task, or create a new Email Monitor task. | ||||||
| Universal Monitors | Lists all Universal Monitor tasks. From this list, you can view, edit, or launch any Universal Monitor task, or create a new Universal Monitor task. | ||||||
Application Control Tasks | Lists all Application Control tasks. From this list, you can view, edit, or launch any Application Control task, or create a new Application Control task. | ||||||
Universal Tasks | Lists all Universal Tasks Integrations, categorized by Universal Task type. Each Universal Task type is based on an administrator-defined Universal Template. | ||||||
Other | Lists of task- and trigger-related information. | ||||||
Calendars | Lists all Calendars Overview. From this list, you can view or edit any Calendar, create a new Calendar, and assign Custom Days to any Calendar. | ||||||
Custom Days | Lists all global Custom Days. From this list, you can view or edit any Custom Day, create a new Custom Day, and assign any Custom Day to any Calendar.
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Variables | List all user-defined Global variables. From this list, you can view or edit any Global variable, or create a new Global variable. | ||||||
Scripts | Lists all Scripts, which have been stored in the Controller database for execution by Windows, Linux/Unix, and SAP tasks. From this list, you can create and edit Script records containing a script, and specify which tasks can use the script. | ||||||
Virtual Resources | Lists all virtual resources defined in your system, which allow you to set up "throttling" schemes that will manage the number of specific tasks that can run at one time. From this list, you can view, edit, and create a virtual resources, as well as assign tasks to a virtual resource. | ||||||
Credentials | Lists all Credentials. From this list, you can view or edit any Credential, or create a new Credential. |
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To display the Navigation Tree Configuration, right-click anywhere in the Automation Center navigation pane and, in the Action menu that displays, click Configure Navigation Tree. The Navigation Tree Configuration displays:
| Anchor | ||||
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Menu Option | Description and Links |
|---|---|
Dashboards | Lists all Dashboards Dashboard Details. From this list, you can view or edit any Dashboard, or create a new Dashboard. |
Reports | Lists all Reports Report Details. From this list, you can view or edit any Report, or create a new Report. |
Widgets | Lists all Widgets. From this list, you can view or edit any Widget, or create a new Widget. |
Colors | Lists all Colors. From this list, you can view and edit the color assigned by default to any task instance status. |
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Area | Menu Option | Description and Links |
|---|---|---|
Agents | Lists of Agent for each Agent type; list of all Agents. | |
All Agents | Lists all Agents Overview. From this list, you can view or edit any Agent resource record. You also can suspend/resume any Agent. | |
Linux/Unix Agents | Lists all Linux/Unix Agents. From this list, you can view or edit any Linux/Unix Agent resource record, as well as suspend/resume any Linux/Unix Agent. | |
Windows Agents | Lists all Windows Agents. From this list, you can view or edit any Windows Agent resource record, as well as suspend/resume any Windows Agent. | |
z/OS Agents | Lists all z/OS Agents. From this list, you can view or edit any z/OS Agent resource record, as well as suspend/resume any z/OS Agent. | |
Agent Clusters | Lists of Agent Clusters for each Agent Cluster type. | |
Linux/Unix Agent Clusters | Lists all Linux/Unix agent clusters. From this list, you can view or edit any Linux/Unix agent cluster record, as well as suspend/resume any Linux/Unix agent cluster. | |
Windows Agent Clusters | Lists all Windows agent clusters. From this list, you can view or edit any Windows agent cluster record, as well as suspend/resume any Windows agent cluster. | |
System | Lists of Universal Controller system-related records. | |
OMS Servers | Lists all Universal Message Service (OMS) servers. From this list, you can create a new OMS Server record and view Details of any existing OMS Server record. From OMS Server Details, you can edit the record and display the list of Agents using this OMS Server. | |
Cluster Nodes | Lists all cluster nodes in your system. From this list, you can view Details of any cluster node and create Cluster Node Notifications. | |
Email Templates | Lists all Email Templates, which allow you to create commonly-used information that can be referred to in an Email task. From this list, you can view, edit, and create Email Templates. | |
Email Connections | Lists all Email Connections, which provide all of the email server information necessary for the Controller to send emails. From this list, you can view, edit, and create Email Connections, as well as specify the Email tasks that will use the server specified in the Email Connection. | |
Database Connections | Lists all Database Connections, which provide all the database server information necessary for the Controller to execute a SQL task or Stored Procedure task. From this list, you can view, edit, and create Database Connections, as well as specify the SQL and Stored Procedure tasks that can use this Database Connection. | |
SAP Connections | Lists all SAP Connections that have been defined in your system, which provide the SAP server information necessary for the Controller to execute an SAP task on an SAP system. | |
PeopleSoft Connections | Lists all PeopleSoft Connections that have been defined in your system, which provide the PeopleSoft server information necessary for the Controller to execute a PeopleSoft task on a PeopleSoft system. | |
SNMP Managers | Lists all SNMP Managers, to which SNMP notifications are sent. | |
Applications | Lists all Applications that have been defined in your system and which can be monitored and controlled. |
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The Administration navigation pane provides access to the the following areas:
Area | Menu Option | Description and Links | ||||||
|---|---|---|---|---|---|---|---|---|
Configuration | Lists of Universal Controller configuration information. | |||||||
Properties | Lists all Universal Controller system properties. | |||||||
| Password Settings | Allows you to configure password specifications. See Password Settings. | |||||||
LDAP Settings | Allows you to configure Lightweight Directory Access Protocol (LDAP) settings. See LDAP Settings. | |||||||
Single Sign-On Settings | Allows you to configure SAML Single Sign-On settings. See Single Sign-On Settings. | |||||||
Data Backup/Purge | Lists all Data Backup/Purge records in your system, which specify the automatic back-up and purge of Controller activity data. From this list, you can view, edit, and create Data Backup / Purge records. | |||||||
Server Operations | Lists all Server Operations, which you can run to help maintain and administer your Controller installation. | |||||||
Universal Templates | Lists all Universal Templates, from which Universal Task types are created. Available if the user has the ops_universal_template_view, ops_universal_template_admin, ops_admin, or ops_service role. | |||||||
Universal Event Templates | Lists all global Universal Event Templates, For any global Universal Event, the Universal Template administrator must declare the Universal Event here to allow the event to be monitored by an Universal Monitor. | |||||||
| Lists all record Filters for which the logged in user has permission. List filters are created using the filtering fields on the record list itself. Note that this feature is used only for record lists, not the Activity Monitor. This feature allows you to update or delete existing filters. | |||||||
Security | Lists of Universal Controller security-related information. | |||||||
Users | Lists all users that have been defined in your system. | |||||||
Groups | Lists all user groups that have been defined in your system. | |||||||
Business Services | Lists all Business Services. From this list, you can view or edit any Business Service, or create a new Business Service. | |||||||
Audits | Lists all Audits that have been created for user interaction with the Controller. | |||||||
Support | Links to Universal Controller support information. | |||||||
Support Portal | Links to the Support page on the Stonebranch website. | |||||||
Video Classroom | Links to the Universal Controller Video Classroom, which provides demos of Controller features. |
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