SentryOne Document Solutions Dashboard

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. 

Button	Description	Image
	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.
	This feature is not available with Essentials or Standard licensing. If you'd like to use this feature, please visit our product pricing page to learn more. Opens the Lineage page for the selected SentryOne Document Solution. Note:  You must take a snapshot of your solution before you can view any lineage.
	Take 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.
	Select the Export button and then select Export Documentation to export the current documentation for the selected solution.  Select the Export button and then select View Exports to open Documentation Exports page for the selected solution.
	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.
	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.
	Opens the Manage solution aliases window for the selected solution. For more information about managing aliases in SentryOne Document, see the Solution Aliases article.
	Opens the Task History page for the selected solution.

Solution Items

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

Button	Description	Image
	Select 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.
	Opens the Task History page for the selected solution item.

Task History

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

Solution Task History

Solution Item Task History

Expand a Task to display the individual task steps and their statuses. 

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:

Task History Actions

Button	Description	Image
	Opens 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.
	When 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.
	Select 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.
	Select the See log output button to display the log output for the selected task.

Documentation Exports

The Documentation Exports page displays details about your selected solution's exported documentation. The following details are provided:

Documentation Exports Actions

Use the Documentation Exports page to download any of your exported documentation versions. 

Button	Description	Image
	Select the Download Documentation export button to download the selected documentation. Select Open to open the file, or select Save to save the zip file to your machine. Note:  SentryOne Document exports HTML files only. This is applicable to all solution items.
	Select the Delete export button to open the deletion prompt. Select Delete to delete the selected documentation export.

Documentation Export window

Select the Export Documentation button for the desired solution, and then select Export Documentation to open the Export Documentation window. The following options are available:

Option	Description
	Select the Current Version button to change your view of your Documentation export. Select Point in Time, and then select the Date and Time of the documentation you want to export. Select OK to save your documentation view selection. The Current Version option is the default selection.
	Select the Use enhanced logging checkbox to enable enhanced logging for your documentation export.
	Select Request Export to begin exporting your documentation.
	Select Close to close the Documentation Export window.