SentryOne Document Solutions Dashboard

Download:  Visit the SentryOne Document product page to learn more about purchasing or to start a free trial.

Overview

Overview

The SentryOne Document Solutions Dashboard allows you to manage the solutions that are uploaded to SentryOne Document. Select Solutions to open the Solutions Dashboard

The Solutions Dashboard displays details about the Solutions within your environment. 

SentryOne Document Solutions Dashboard

FeatureDescription
NameThe name of the selected solution.
CreatedThe date and time the solution was created.
Last UpdatedThe date and time the solution was last updated.
Default Agent PoolThe remote agent pool that generates the documentation for the solution.
ButtonDescriptionImage
SentryOne Document Web Portal View Documentation button

Opens the Documentation page for the selected SentryOne Document Solution. View the most recent snapshot results for the solution. Drill down into the solution, and the solution items within the solution for a more granular view into your environment. 

SentryOne Document Web Portal Documentation
SentryOne Document Lineage buttonOpens the Lineage page for the selected SentryOne Document Solution.

Note:  You must take a snapshot of your solution before you can view any lineage.
SentryOne Document Lineage page
SentryOne Document Web Portal Start a Snapshot buttonTake a snapshot of the selected solution. Selecting the Snapshot Configuration button opens the Snapshot Configuration window. Select Snapshot to begin taking a snapshot of the selected solution using the assigned Remote agent.

Note:  Starting a Snapshot Request sends the request to the assigned remote agent. After the snapshot has completed, the remote agent generates documentation, and uploads the snapshot and documentation to SentryOne. Schedule a Snapshot using the SentryOne Document CommandLine executable.

Note:  If you are requesting a snapshot for the first time, you must first authenticate using the command provided in the window.
SentryOne Document Web Portal Confirm Snapshot Request window
SentryOne Document Web Portal Change Pool assignment button

Select the Change Pool assignment button to assign a different remote agent to the selected solution. Selecting this button opens the Assign to Pool window. Select the desired remote agent from the drop-down list, and then select Change Pool Assignment to save the remote agent pool assignment for the solution. 

SentryOne Document Web Portal Assign to Pool window
SentryOne Document Web Portal View Solution Items button

Opens the Solution items window for the selected solution. The solution items window displays details about the solution items within the selected solution, giving you a more granular look at the items within your environment. 

SentryOne Document Web Portal Solution items page
SentryOne Document Manage Aliases buttonOpens the Manage solution aliases window for the selected solution. For more information about managing aliases in SentryOne Document, see the Solution Aliases article. SentryOne Document Manage solution aliases window
SentryOne Document Web Portal Task History button

Opens the Task History page for the selected solution. 

SentryOne Document Web Portal Task History for Solution
Solution Items Page

Solution Items Page

SentryOne Document Solution Items page

The Solution Items page displays metadata for the selected solution item in your environment. 

FeatureDescription
NameThe name of the selected solution.
CreatedThe date and time the solution was created.
Last UpdatedThe date and time the solution was last updated.
Default Agent PoolThe remote agent pool that runs the snapshot for the solution item.
ButtonDescriptionImage
SentryOne Document Web Portal Change pool assignment buttonSelect the Change Pool Assignment button to select a different remote agent to snapshot the selected solution item. Selecting this button opens the Assign to Pool window. Select the desired remote agent from the drop-down list, then select OK to save the remote agent pool assignment for the solution item.SentryOne Document Web Portal Solution Items Assign to Pool window
SentryOne Document Web Portal Task History buttonOpens the Task History page for the selected solution item.SentryOne Document Web Portal Task History for Solution item
Task History Page

Task History Page

The Task History page displays the usage history for a selected Solution, or Solution item. 

SentryOne Document Web Portal Task History for Solution
Solution Task History

SentryOne Document Web Portal Task History for Solution item
Solution Item Task History

Expand a Task to display the individual task steps and their statuses. SentryOne Document Task History expand task

The Task History page gives you historical insight into the Tasks that run on your SentryOne Document Solutions and Solution items. The following details are provided:

FeatureDescription
The task status indicator means the task was successful.
The  task status indicator means that the task was unsuccessful.
The task status indicator means the task was cancelled. 
Command DescriptionThe Command Description section provides you with a description of the Task, and the solution name.
CreatedThe Created section notes the day and time the task was created.
StartedThe Started section notes the day and time the Task was started for the solution or solution item.
Completed The Completed section notes the day and time the Task was completed for the solution or solution item.
UserThe User section notes the user responsible for the Task.

Actions

ButtonDescriptionImage
SentryOne Document Task History Cancel buttonOpens the Confirm Workflow Cancellation window for the selected solution. Select Confirm to cancel the snapshot.

Note:  You can cancel snapshots that are in progress, or snapshots that are scheduled to take place at a later time. 
SentryOne Document Task History Confirm Workflow Cancellation window
SentryOne Document Auto refresh buttonWhen selected, the Task History page refreshes every 20 seconds.

Note:  This option is active by default. The auto refresh option turns off after ten minutes of activity. 
SentryOne Document Task History Auto refresh
SentryOne Document Web Portal Download Log Output buttonSelect the Download Log Output button to download the selected Task history log. Select Open to open the file, or select Save to save the file to your machine.SentryOne Document Web Portal Task History Download log
SentryOne Document Web Portal See log output buttonSelect the See log output button to display the log output for the selected task.SentryOne Document Web Portal Task History Log output