SMC Main Window Pane

The SMC's Main Window Pane (top right pane) is the area where users will perform the majority of their SMC related operations. When a feature is selected from the left Navigation Pane, the main window pane becomes populated with that feature's corresponding options and functions. For example, the illustration above shows the available workflows populated in the main window as a result of the Workflows tab being selected from the left pane. Additionally, the Header panel becomes populated with the buttons and options (i.e. Run button can be used to manually run a workflow) corresponding to workflow operations, settings and properties.

Header Panel


The SMC's Header is situated directly above the Main Window Pane. This panel contains the buttons and controls which are used to perform specific actions on an object or item. For instance, clicking the New button creates a new workflow, task, condition or other available object. Clicking the Run button manually runs the selected object(s). Other buttons perform actions that modify the overall look of the SMC. For example, Autohide buttons to minimize the overall size of this and other sections of the SMC. ion, dictate how items that appear in the Main Window Pane should be viewed or categorized and a Help button. The sample illustration below points out some buttons that may be harder to detect than others. It also shows the options available when clicking the More button.

Common Header Controls

The buttons, controls and options that appear in the Header panel (located directly above the Main Window Pane) vary depending on which section of the SMC you are currently located in. However, some buttons appear on every section. These buttons are described in the table below.

Control

Description

Forward/Back Buttons

Allows you to move back and forth through available screens.

Views

Allows objects to be displayed in the workspace in a number of ways:

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

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

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

  • Grid View - 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).

Details can be customized by right-clicking a header.

Specific columns can be sorted in ascending/descending order left-clicking the column header.

Groups

Allows objects to be displayed in related sets of groups. Use groups to make navigating large lists easier by grouping items alphabetically, by Name, Type, Created on, and other logical grouping.

Help

In addition to providing a comprehensive Help document, the Help button contains options to view the product version, check for product updates, enter a license code, view release notes and more.

Minimize

Minimizes the size of the Main Header panel to allow more space when viewing/editing objects.

Repository Object Controls

The controls described in the table below are mainly used to perform commands on objects such as tasks, workflows and users. These buttons come into view from the SMC's Workflows, Repository, Users and Agents section.

Control

Description

New / Deploy

Creates a new object (i.e. workflow, task condition, etc.). From the SMC's Agents section, this button is named Deploy to allow deployment of remote Agents.

Edit

Edits the selected object.

Run

Runs the selected workflow, task or process.

Properties

Displays the properties of the selected object.

Delete

Deletes the selected object.

Create Folder

Creates a new folder/sub-folder in the current view or folder.

More

Displays a menu supplying other options.

More Options Menu

The table below describes the options available when clicking the More button located on the Header panel to display the More Options Menu.

Option

Description

Rename

Renames the selected object.

Import

Imports objects to the BPA Server 9 Repository. Clicking this button, opens a dialog window used to navigate to the appropriate object(s) to be imported. For more information, see Importing Items to the Repository.

Export

Exports the selected BPA Repository object(s). Exported objects can then be imported into another BPA Server 9 environment. For more information, see Exporting Repository Objects.

Cut

Cuts the selected object(s). Use Paste to paste the object(s) to the selected location.

Copy

Creates a copy of the selected object(s). Use Paste to paste the copied object(s) to the selected location.

Paste

Pastes cut/copied object(s) to the selected location.

Select All

Selects all objects that appear in the current view.

Refresh

Refreshes the current view.

Filter Dialog


The SMC's Main Window Pane includes a Filter by Name feature allowing an easy way to search for existing Repository objects by entering the object's assigned name. This is specially useful when objects are placed in folders/subfolders and may not be accessible directly from the Main Window Pane. The Filter function provides dynamic filtering that allows entry of part or all of an object's name to view only objects with  names that contain matching text. The list of found objects are updated as each character is typed. The Filter function embedded in sub-folders can be searched from the top-most folder.

Primary Workspace


The primary work area is the section where users will be performing most interactions. This section contains graphical icons and visual indicators representing the AutoMate BPA objects available to a user. Actions can be performed on these graphical elements by selecting specific commands from the Header panel.

Modifying Workspace View

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.

Right-click Menu

Right-clicking an object populated inside the primary workspace provides a right-click menu that allows an easy way to run, rename, delete, disable/enable an object or edit its properties.

Right-clicking an empty section of the primary workspace provides another pop-up menu allowing other commands and operations that mainly relate to modifying or refreshing the current view.

Details Panel


The Details panel supplies important details in regards to the currently selected object. Information that appears in this panel are Object name, Type, Started on, Ended on, Result, Created by, Created on.

NOTE: This panel can be minimized to provide for a larger workspace by clicking the Minimize button. The border that separates the Main window pane and Output/Execution Status pane (located directly below the Details panel) can be used to change the height of each pane.

See Also

Introduction to the Server Management Console

SMC Navigation Pane

SMC Output / Execution Status Pane