SMC Main Panel

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Overview

The SMC's main panel is the area where users will perform the majority of management related operations. When a feature is selected from the navigation bar, this panel becomes populated with the objects associated to that feature. When working with repository objects available to a user, such as tasks, agents, events or conditions, this panel displays graphical icons and visual indicators representing those objects. Specific actions can be performed on such elements by selecting available commands or controls located on the top panel. For example, selecting a folder from the side panel that contains workflows will populate the main panel with these workflows and the top panel becomes populated with the most common commands corresponding to workflow related operations, such as New, Run, Properties, etc.

Right-clicking an object populated inside the main panel provides a context  menu containing the most common commands and controls related to that object. Right-clicking an empty section of the main panel displays a separate context menu that provides other commands and operations that mainly relate to modifying or refreshing the current view.

Related Topics

Search Filter

The SMC's search and filter functionality helps you quickly find existing repository objects in the Workflows, Repository, Users and Agents graphical views. Whenever the main panel displays such objects, a Search and Filter dialog appears at the top-right portion of the panel that allows you to dynamically search for existing objects by simply entering the name or a key word associated to the object. Each search is performed within a given scope and match criteria that you define. A scope is a set of pre-defined object types in which the search should be performed on. A match criteria enables narrowing down the total number of results, which allows users to narrow a search to gradually finer and finer criteria. For example, if the scope is currently set to Users and User Groups and match criteria currently set to Name, the main panel will only display users and groups with names matching the text you entered. All other repository objects will be ignored.

The search and filter feature also provides dynamic filtering that allows entry of part or all of an object's name or associated key-word to view only objects with names that contain matching text. The list of found objects are updated as each character is typed.

To search for an object:

  1. Click inside the Search and Filter dialog box.
  2. Type all or part of the object's name or associated key-word and click the search (magnifier) button or press ENTER. The list of objects matching the search criteria appears in the main panel.
  3. To display match details about an object, click Show Match Details. To view the properties of an object, simply double-click it.

To set advanced search options:

  1. Click the down arrow located on the right side of the  Search and Filter dialog. An advanced search dialog window appears.
  2. Under Search Scope, select the object type to filter. At least one search scope must be selected.
  3. Under Match Criteria, select the criteria to filter. At least one match criteria must be selected.

Available Search options

The table below describes the available advanced search options.

Option

Description

Search Scope

The search scope to filter. All scopes are initially enabled by default. The available options are:

  • Workflows - If enabled, workflows will be included in the search.

  • Tasks -  If enabled, tasks will be included in the search.

  • Conditions -  If enabled, conditions/events will be included in the search.

  • Task Agents -  If enabled, task agents will be included in the search.

  • Process Agents -  If enabled, task agents will be included in the search.

  • Agent Groups -  If enabled, agent groups will be included in the search.

  • Users -  If enabled, user accounts will be included in the search.

  • User Groups -  If enabled, user groups will be included in the search.

  • Processes -  If enabled, processes will be included in the search.

Match Criteria

The criteria in which the search is based on. All match criteria are initially enabled by default. The available options are:

  • Name - If enabled, object names will be included in the search.

  • Properties - If enabled, object properties will be included in the search.

  • Content -  If enabled, object (AML) content will be included in the search.

Views & Groups

Customizing how folders and tasks are presented in the main panel can make managing them easier and more efficient. This can be accomplished by configuring the Views and Groups preferences in a manner that best suits your personal pattern of usage. Objects that appear in the workspace can be displayed in a number of ways by clicking the View button. In addition, clicking the Group button allows objects to be displayed in related sets of groups.

To modify the current view:

OR

To group tasks and folders based on a specific criteria:

  1. Click the Down arrow next to the Groups button.
  2. Select the available group options that appear on the list.

To enable/disable grouping of tasks and folders:

  1. Click the Down arrow next to the Groups button.
  2. Select the option Show in Groups. A check mark next to this option denotes that grouping is enabled.

Available Controls

The top left portion of the main panel may or may not contains controls depending on which section of Task Administrator you are currently viewing. However, some buttons appear on every section. These buttons are described in the table below.

Control

Description

Previous / Next

Allows you to navigate back to a previous screen or forward to the next screen.

Views

Dictates how managed tasks and folders should be displayed. Use views to switch to the type of view that best fits your needs. The available options are:

  • Tiles (default) - Provides a visual balance between graphical and textual information. Object name is displayed along with large icon.

  • Icons - Similar to Tile View but displays smaller icons.

  • List - Objects are displayed in a vertical list along with a small icon.

  • Details - Displays a grid view with a list of details (i.e. Object name, Type, Started on, Ended on, Result, Created by, Created on, and much more). Right-clicking a column header allows customization of column sizes and enables selection of which columns to shown/hide. Left-clicking a column sorts its data in ascending/descending order.

Groups

Enables managed tasks and folders to be sequenced in related sets of groups. Use groups to make navigating large lists easier by grouping items alphabetically, by name, type, result and other logical grouping. The available options are:

  • Name - Sorts objects by name.

  • Type - Sorts objects by type (i.e. task or folder).

  • Enabled - Sorts objects by enabled or disabled status.

  • Result - Sorts objects by last execution result (i.e. Not yet run, Success, Fail).

  • Status - Sorts objects by status (i.e. Idle, Running, Queued).

  • Show in groups - If enabled (checked), displays a group heading as a way to better allocate each grouped information. For example, if items are grouped by Name, headings A - Z are displayed.

Toggle Information Panel

Shows or hides the Information panel located at bottom of the Main panel.

Information Bar

The Information panel spans across the bottom portion of the main panel and conveniently provides an area to display details about a specific workflow, workflow object or folder without the need to drill down to that object's properties. Displayed information may vary depending on the type of object currently selected. Details that are commonly displayed include object name, type, creation date, created by and object icon.

NOTE: The Information panel can be toggled on/off to provide a larger workspace. To toggle this panel, click the down arrow next to the Views button and select Toggle Information Panel from the drop-down menu.

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