Guided workflows for configurations

As a product administrator, you can use guided workflows to set up your system configuration in a structured, step-by-step process.

The step-by-step process is streamlined into a single-page interface, providing a clear overview of how configurations such as Console Consolidations, Automation Servers, Viewers, and Explorers interact.

Related topics

Using

Console-Consolidation

Console-Automation

To launch the guided workflows

  1. To launch the Guided Workflows view, click image-2024-9-10_12-37-32.png. This feature is available to product administrators on all pages except the product landing page.
  2. After launching the Guided Workflows, a panel appears on the right side of the screen listing the available workflows. Clicking on a workflow title provides additional information about the objectives that can be accomplished with that workflow.
  3. Click image-2024-9-10_12-45-13.pngto launch the guided workflows page in a new browser window.
  4. After completing each step, click Next to save your data and continue to the next step.
  5. To exit the current step and start the workflow over, click Cancel.

Important

Before you can exit the workflow, you must complete all the mandatory steps.

For the steps marked as optional, you can proceed to the next step without making any changes.

The following table lists the steps in the guided workflow:

Step

Description

CCS

Create a Console Consolidation server (CCS) and console by providing details, such as the console name, upstream Host/IP for the CCS, and the upstream port number and LU name for the console.

Important

The CCS is created with the specified upstream host/IP, and the same name as the console.

Automation

This step contains the following tabs:

  • On the Automation Sessions tab, the fields contain the existing Automation Servers. Select one of the servers to load CCS Consoles, or select New Server to create a new server.
  • The Automation Server tab is displayed by default when there are no Automation Servers. To create a new server, enter a server name and description.

Rule Assignment

(Optional) Assign rules to the automation sessions by selecting the check box next to a session name.

Explorer

(Optional) This step contains the following tabs:

  • On the Select Explorer tab, the fields already contain the existing Explorers list. Select one or more explorers and one or more sessions from the table. You can assign actions to the selected sessions.
  • The Create Explorer tab is displayed by default when there are no explorers listed. To create a new explorer, enter an explorer a name and description.

Viewer

(Optional) This step contains the following tabs:

  • On the Select Viewer tab, the fields already contain the existing viewers list. Select one or more viewers and assign one or more automation sessions to them.
  • The Create Viewer tab is displayed by default when there are no viewers. To create a new viewer, enter the viewer's name, description, and group assignments (if applicable).

Completed

The configured data summary is displayed. The steps that you may have skipped, are omitted from the summary.

 

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