Overview

The Services area of the user interface provides access to all areas of the user interface.

Available Services

The Available Services area displays all services available to the logged in user.

Adding a Service to the Favorites

To add a Service to the Favorites list on the user interface home page, click the whit star next to the name of that Service. The star turns blue to signify that it has been added to the Favorites list.

To remove a service from the Favorites list, click the blue star next to the service in Available Services. The star turns from blue to white to signify that the service has been removed from the Navigator.

Note

If the Dashboards and Activity services are available to the logged in user, they will automatically be added to the Favorites list.

Recently Visited

The Recently Visited list identifies items in Available Services that you have recently visited.

The most recently visited items are at the top of the list.

The Services Recently Visited Limit user preference specified how many recently visited items will display on the list.

Node Time Display

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.

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.

Icons at the top of the Navigator let you select which navigation pane to display.

	Automation Center
	Reporting
	Agents & Connections
	Bundles & Promotion
	Administration

(When you log in to the Controller, the Automation Center navigation pane displays by default.)

The following tables provide a quick reference and links for each item in the Navigator.

Automation Center Navigation Pane

The Automation Center navigation pane provides access to the following areas:

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. From the History list, you can display read-only details about any task instance on the list.
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.
	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 Integrations, categorized by Universal Task type. Each Universal Task type is based on an administrator-defined Universal Template. (The area for Universal Tasks displays only if one or more Universal Templates - which the Controller lists as Universal Task types - have been created with one or more defined fields.)
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. Note Custom Days displays in the Automation Center navigation pane only if the Custom Day Global Permitted Universal Controller system property is set to true.
	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.

Automation Center Navigation Tree Configuration

The Automation Center navigation pane provides a Navigation Tree Configuration that lets you configure the Automation Center navigation pane.

Navigation Tree Configuration lets you:

Add, rename, and delete folders in the navigation pane.
Show or hide an entire folder or one or more items under a folder in the navigation pane.
Relocate any folder or item to any other location in the navigation pane.

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:

System Default Navigation Tree Configuration

The system default Navigation Tree Configuration lists all of the folders and items that are available to be displayed on the Automation Center navigation pane. A check mark next to an item indicates that it is included in the current display. The order in which items are displayed in the Navigation Tree Configuration is the order in which they are displayed on the Automation Center navigation pane.

You can change the system default Navigation Tree Configuration to a different configuration and, as desired, return to the original configuration.

Relocating a Folder or Item

To move a folder or item in the tree:

Left-click the folder or item.
Drag the folder or item to a new location.
Un-click.

You can relocate any folder to any other location in the tree, including placing it as a sub-folder of any system default folder or any user-defined folder. Relocating a folder includes all of the items under that folder.

You can relocate any item to any folder in the tree, including any any system default folder or any user-defined folder. You also can move any item to be a free-standing item that is not under any folder.

Configuring the Tree

To configure the tree, right-click any folder or item on the list. The following Action menu then displays:

The following table describes each item on this Action menu:

Add Folder	Adds a new folder to the tree, just above the folder or item that you right-clicked. You can enter any name for the folder and locate it anywhere in the tree.
Rename Folder	Renames a folder in the tree. This action is enabled only for folders that have been added to the original system default Navigation Tree Configuration.
Remove Folder	Removes a folder from the tree. This action is enabled only for folders that have been added to the original system default Navigation Tree Configuration.
Show Selected	Displays the currently selected folder or item in the tree on the Automation Center navigation pane. Any folder selected to be displayed will, by default, include all of the items under that folder. You also can select a folder or item to be displayed by entering a check mark in its check box.
Hide Selected	Hides the currently selected folder or item in the tree on the Automation Center navigation pane. Any folder selected to be hidden will, by default, include all of the items under that folder. You also can select a folder or item to be hidden by removing the check mark from its check box.
Show All	Shows all folders and items in the tree on the Automation Center navigation pane.
Hide All	Hides all folders and items in the tree on the Automation Center navigation pane.

Configuration Options

The following configuration options are available at the bottom of the tree:

Save	There are two Save options: ops_admin Note Any folders added to the tree do not display on the Automation Center navigation pane until one or more items in the tree have been relocated to that folder.
Refresh	Refreshes (clears) any changes you have made to the tree.
Load	There are two Load options:system default ops_admin system default Note Loading or Restoring the system default Navigation Tree Configuration does not delete your current Navigation Tree Configuration settings.
Delete	There are two Delete options: Delete Deletes any changes you have saved to the current tree configuration. (It does not delete any changes you saved as a new system default.) Delete System Default For users with ops_admin role only; Deletes the current system default Navigation Tree Configuration (after confirmation) and closes the Navigation Tree Configuration. (It does not delete the current system default Navigation Tree Configuration if it is the original system default Navigation Tree Configuration.)
Cancel	Cancels this session of Navigation Tree Configuration and closes the Navigation Tree Configuration.

Reporting Navigation Pane

The Reporting navigation pane provides access to the following areas:

Menu Option	Description and Links
Dashboards	Lists all Dashboard Details. From this list, you can view or edit any Dashboard, or create a new Dashboard.
Reports	Lists all 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.

Agents & Connections Navigation Pane

The Agents & Connections navigation pane provides access to the following areas:

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.

Bundles & Promotion Navigation Pane

The Bundles & Promotion navigation pane provides access to the the following areas:

Menu Option	Description and Links
Bundles	Lists all Bundles, which are groups of user-selected records that can be promoted from one Controller server to another. Available if the user has the ops_bundle_admin or ops_promotion_admin role, or at least one Bundle Read permission assigned.
Promotion Targets	Lists all Promotion Targets, which are the cluster nodes to which you can promote a Bundle. Available if the user has the ops_promotion_admin or ops_bundle_admin role, or at least one Promotion Target Read permission assigned.
Promotion History	Lists a history of all promoted Bundles. Available if the user has the ops_promotion_admin or ops_bundle_admin role.
Promotion Schedules	Lists all scheduled Bundle promotions. Available if the user has the ops_bundle_admin or ops_promotion_admin role, or at least one Bundle Read permission assigned.

Administration Navigation Pane

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.
	Filters	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.

Navigation Tree Refresh

You can refresh the Navigation tree for any navigation pane at any time in order to refresh the displayed items in that tree. Refreshing the Navigation tree reloads the tree as if you were logging out and logging in.

If you change the navigation visibility to one or more areas of a navigation pane for a user group, refreshing the navigation tree for that navigation pane will show those changes for any user in that group.

Additionally, for the Automation Center navigation pane, any new Universal Task types that were created since user login, as well as any modifications made to the System Default Navigation pane by an Administrator, will be displayed on the Automation Center navigation pane when the navigation tree is refreshed.

To refresh a navigation tree, right-click anywhere in the navigation pane and, in the Action menu that displays, click Refresh Navigation Tree. Any changes to the navigation pane will display.