SMC Navigation Pane

The Navigation Pane is the left-most window pane of the Server Management Console and provides a facility for easily navigating through different panes of data. It has an elegant user interface (similar to Outlook's Navigation Bar) which uses large buttons to control which AutoMate BPA feature sets and contents appear. Each pane of data (also known as views) offers distinct information, choices and options for accomplishing activities related to a particular subject.

Navigation Pane Sections

The Navigation Pane has four main parts (which are illustrated below):

  1. Connect To/Log Off Dialog - Used to connect to a remote AutoMate installation or Runtime component. Remote connection requires the machine name or IP address of the remote AutoMate installation and a matching password.
  2. Section Contents - The Contents displayed differ depending on which Navigation button is selected.
  3. Navigation Buttons - Use these buttons to navigate to the different sections of the Task Administrator.
  4. Navigation Pane Options - Use these options to customize the "look and feel" of the Navigation Pane. You can add/remove buttons or change the order in which the buttons appear.

Available Navigation Buttons

The Navigation pane contains a variety of buttons; each allowing you to navigate to a different view or section of the SMC. The following table provides a brief description about each section. For more details regarding a particular section, click the provided link.




Workflows are high-level objects that hold other objects such as tasks, flow controls, and conditions. They act as flow diagrams of IT processes and include information required for automated execution. They take no coding expertise to understand so they are an excellent way for teams to collaborate on building automation tasks.


The storage area of all workflow-related objects such as tasks, conditions, and events. Each time you create a new task or condition, it is stored in the Repository. This allows you to reuse code. For instance, one task only needs to be created once and can be utilized in many workflows. Repository objects can easily be edited, reused, and incorporated into new workflows. To access Repository objects, simply click on the Repository tab in the SMC.


Allows administrators to create and manage users and user groups. Administrators are also capable of limiting what users can perform on the system by assigning a set of item and system permissions for each user and/or user group. This system is modeled after the Windows File Security system.


Used to create and deploy new agents and set the properties of existing agents. Agents allow task execution to be performed on any machine on the network in which an agent has been deployed. Agents receive instructions from the Execution Server as to which events or conditions to watch for and what tasks to execute upon the occurrence of such events/conditions. An Agent has no graphical user interface. It simply resides on the machine and quietly runs in the background until it is called upon by the Execution Server.

The Agents section also allows for the creation of Agent Groups, which are collections of Agents placed together to form distinct units. As a result, Agents that normally interact with one another or share common goals or objectives can be defined in a group allowing for improved organization and distribution of workflow objects within a multi-machine environment.


An executive information interface that supplies a variety of digital gauge controls to convey real time streaming data regarding workflow execution, CPU usage, number of connected agents, pending tasks and a variety of other process and system related data that can be of crucial importance.


A timetable format that supplies detailed information about the results of previously executed workflows as well as ones that are scheduled to run in the future (with the use of a Schedule condition).


Contains a complete set of reports that display the status and condition of workflows, tasks, triggers and audit events. Reporting is centralized so administrators can easily monitor operations and quickly react to any issues that may occur. Reports can also be used for auditing purposes. For instance, a user can view all triggers associated with each workflow or all repository items, which user created them and when they were created.


Used to set server preferences and properties as well as various options that influence the behavior of the SMC. Here, a user can view, create and modify settings related to the Server, automation objects, users, agents and groups. One can also add new hosts to connect to in addition to adding new server and agent licenses.

Customizing the Navigation Pane

The view buttons and commands at the bottom of the Navigation Pane correspond to different views, such as Calendar and Workflows. Depending on the view that you choose, you see a different set of panes, folders, and information. All view buttons are displayed by default but you can hide specific buttons or all buttons when needed. You can also change the number and size of the view buttons.

To hide/view buttons:

  1. At the bottom of the Navigation Pane, click Configure buttons

  2. Select Add/Remove Buttons

  3. Uncheck the buttons you wish to hide. Check marks appear next to viewable buttons.


  1. Point to the horizontal splitter bar between the folders and the buttons.

  2. When the pointer turns into a double-headed arrow, drag the splitter bar up or down.

  3. More buttons are hidden as you drag the horizontal splitter bar towards the bottom of the Navigation Pane.

NOTE:  Although you can remove all the buttons from the Navigation Pane and maximize the folder pane space by dragging the horizontal splitter bar to the bottom of the Navigation Pane, it is not possible to remove the row of small buttons at the bottom.

To re-size the Navigation Pane:

  1. Point to the right border of the Navigation Pane.

  2. When the pointer becomes a double-headed arrow, drag the border to the left or right.

To change the display order of the buttons:

  1. At the bottom of the Navigation Pane, click Configure buttons.

  2. From the menu, click Navigation Pane Options.

  3. A dialog box titled Navigation Pane Options comes into view. The order in which the buttons are currently displayed appears under the Display buttons in this order parameter (as illustrated below).

  4. Click the name of the button you wish to move and then click Move Up or Move Down.

  5. In addition, you can hide specific buttons by unchecking their associated checkbox. To re-display a hidden button, simply re-check the associated checkbox.  

  6. To restore the default button arrangement, click Reset

See Also

Introduction to SMC

SMC Main Window Pane

SMC Output / Execution Status Pane