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Hitachi Vantara Knowledge

Dashboard basics

The Ops Center Automator dashboard contains the main functions and features of the GUI. The dashboard provides access and information for filters, tags, tag groups, various reports, and favorites.

Navigating the interface

The Hitachi Ops Center Automator user interface (UI) is organized into six primary areas: global menu area, global tabs area, navigation pane, application pane, global monitoring bar, and search.

Global menu area

The global menu area has menus for accessing various features provided by Hitachi Ops Center Automator.

The global menu area is always visible, regardless of which window is active. Its two icons provide access to high-level actions and online help. The menus are:

  • Tools (GUID-8FC573E1-ADB2-4064-821E-24A39196E98B-low.png): Click and choose from the following options:
    • Service Builder: Open Service Builder. This option is available to Admin and Develop users.
    • Reset Preferences: If you have changed some display settings such as customized dashboard layout to display your preferred reports or modified the column settings in the Services tab, and you want to undo your changes, you can restore the display setting to the original (default) settings. If you select Reset Preferences, you will be logged off of the current session. You must log on again to view the default settings.
  • User (GUID-18657CE0-BBB0-4200-9C2A-471F71038D39-low.png): Click and choose from the following options:
    • User Profile: Open the user profile.
    • Online Help: Open Help with the navigation pane visible.
    • About: Open the About window to view license information.
    • Log out: Log out of the application.
Global tabs

The Dashboard and Tasks tabs are always visible, regardless of which window is active. Access to Services, Service Templates, and Administration tabs is dependent on the user role assigned. The tabs provide access to services, tasks, and administrative functions.

Navigation pane

This pane varies with the active tab. From the navigation pane, you can access resources and frequently used tasks.

Application pane

This pane varies with the active tab. The application pane shows summary information, resource objects, and details about the current task.

Global monitoring bar

This bar is always visible, regardless of which window is active. It has links to information about submitted tasks.

Search

This box is available on the Service, Tasks, and Service Templates tab and gives keyword and criteria-based search functions.

Using instant filters

Instant filters are available to quickly view the services that are marked as Favorite, or tasks that are marked with To Do.

Mark as Favorite

You can mark services that you frequently use as a Favorite. You can mark a service as a Favorite using any of the following methods:

  • In the Card View of the Services tab, do one of the following:
    • Click the Favorite (star) icon for the service.
    • Click the service to open the service preview, then click the Favorite (star) icon.
    • Click the service to open the service preview. Click More Actions and select Mark as Favorite.
  • In the Table View of the Services tab, do one of the following:
    • Click the Favorite (star) icon for the service.
    • Click the service and select More Actions > Mark as Favorite.

The services marked as Favorite appear on the dashboard. You can quickly access the services that you marked as Favorite by using the instant filter located next to the text search box on the Services tab, or sorting by the Favorite column in the view.

Mark as To Do

If you must pay attention to a task or respond to a task, you can mark it as To Do. You can mark a task as To Do using any of the following methods:

  • In the Table View in the Tasks tab:
    • Select More Actions > Mark as To Do for the task, or:
    • Click the Mark as To Do flag for the task in the To Do column.
  • In the Task Details window, click Mark as To Do.

You can quickly access the tasks that you marked as To Do by using the instant filter (red flag) located next to the text search box on the Tasks tab, or sorting tasks by the To Do column in the view. Tasks marked as To Do are seen by all users.

Creating and assigning tags to services

You can add, modify, or remove tags when creating or modifying a service. Users with Develop or Admin roles can create or update a tag for a service.

You can assign tags to a service in the Edit Service window of a service. When a service is submitted, the associated tasks inherit the tags from its service and cannot be modified.

When a service is created from a service template, the service inherits the tags from the service template. The Admin or Develop role is required to create and update a tag for a service template. You cannot change the tags that are assigned by a predefined service template.

When creating a custom tag, assign a unique tag name. Duplicate tag names are not allowed. You can assign multiple tags to services templates and services.

Procedure

  1. On the Services tab, click the service whose tags you want to modify to open the service preview window for that service.

  2. Click Edit to open Edit Service window.

  3. In the Settings pane, modify tags for the service in the Tags box. You can perform any of the following:

    • To add tags, expand the list and select the tags.
    • To remove a tag, click the "X" next to the tag.
    • To create a tag, scroll to the end of the tag list, select Create Tag, enter a name and tag group for the new tag, then click OK.
    • To create a tag group, first create a tag. Then scroll to the bottom of the Tag Group list, then click Create Tag Group to enter a tag group name. Click OK.
  4. Click Save.

Creating tag groups

Tag groups help sort and categorize the service templates, services, and tasks. The Admin or Develop role is required to create or modify tag groups.

You can organize tags in tag groups by dragging and dropping the tags to the correct group. Each tag can belong to only one tag group. A tag group cannot belong to another tag group. Tags without a tag group are listed as Uncategorized.

Procedure

  1. Create a custom tag group by using one of the following methods:

    • On the Tag Search navigation pane:
      1. Click Organize Tags.

      2. In the Organize Tags dialog box, go to the tag group section and enter the new tag group.
    • When creating or modifying a service:
      1. In the Edit Service window, go to the General Information section Settings pane, then click inside the Tags area to open the list of tag groups and tags.
      2. Scroll to the bottom of the list, then click Create Tag .
      3. In the Create Tag dialog box, enter a tag name, then click the Tag Group list to open it. At the end of the list, click Create Tag Group and enter a tag group name.
      4. Click OK to save the tag group and the tag.
  2. Click OK to save the tag group.

Results

You can search for tags and tag groups from the Tag Search navigation pane located on the Services, Tasks, or Service Templates tab.

Most Frequently Failed Services report

The Most Frequently Failed Services report has a ranked list (highest to lowest) of services with the largest number of failed tasks.

The Most Frequently Failed Service report can be viewed by Admin, Develop, and Modify users.

Most Frequently Failed Services

You can click a link to open the Service Preview, where you can access further actions to take.

Most Frequently Used Services report

The Most Frequently Used Services report summarizes the most frequently used services from the last seven or 30 days.

This report helps users to analyze the success/failure rate of their most frequently used services and take any necessary action.

The first row at the top of the window shows the number of times the service has been run and the number of days since Ops Center Automator was installed. The second row shows the number of times the service was run in either 7 or 30 days. You can use the Time Range list to choose one or the other.

You can click a link to open the Service Preview, where you can access further actions.

Tasks Waiting for Action report

The Tasks Waiting for Action report is a summary of failed and long-running tasks and tasks that need user input.

The report lists tasks that need your attention, which includes the following:

  • Tasks that need your input to proceed.
  • Recently failed tasks, so you can fix the problem that caused the task to fail and run the task again.
  • Long running tasks that can affect system performance.

If any tasks exist, the link gives a list of the specific tasks. Otherwise, the link opens the Tasks tab, filtered by the status.

My Tasks report

The My Tasks report gives a summary and links to the active, completed, and scheduled tasks of the current user.

The task states and corresponding statuses are as follows.

Task state Task status
Active
  • In Progress
  • In Progress (with Error)
  • In Progress (Terminating)
  • Waiting for Input
  • Long Running
Scheduled
  • Waiting
  • Suspended
Finished
  • Completed
  • Failed

If any tasks exist, the link gives a list of the specific tasks. Otherwise, the link opens the Tasks tab, filtered by the status.

My Favorite Services report

The My Favorite Services report is the list of services that are designated as favorites by the current user.

The My Favorite Services report is available on the dashboard. You can add to this list by marking services as favorites on the Services tab.

You can click a link to open the Submit Service Request window for that service.