SentryOne Document Solutions Dashboard

Product Availability: SentryOne Document is currently in a Pilot release status. Visit the pilot sign-up page to learn more and take it for a test drive!

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. 

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 Web Portal Start a Snapshot buttonTake a snapshot of the selected solution. Selecting the Start A Snapshot button opens the Confirm Snapshot Request window. Select Ok 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.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 Web Portal Task History button

Opens the Task History page for the selected solution. 

SentryOne Document Web Portal Task History for Solution
Documentation Page

Documentation Page

The Documentation page displays the most recent documentation for your selected solution by default. 

Note:  Select the Start a Snapshot button for the desired solution on the Solution Dashboard to generate new documentation for that Solution.

Displaying Documentation

On the Documentation page in SentryOne Document, you have complete control over your uploaded data. Display the data you want to see by completing one of the following steps:

Select to expand the nodes and then select the desired link from the documentation tree on the left of the page. 

SentryOne Document Web Portal Documentation select link from tree
Expand nodes and select a tree link

SentryOne Document Web Portal Documentation displayed
Tree link documentation displayed

Select a link in the documentation on the right to drill down into desired sections.

SentryOne Document Web Portal select documentation link
Select documentation link

SentryOne Document Web Portal Documentation displayed
documentation displayed

Changing Views

View your documentation at a specified point in time by completing the following steps:

1. Select the view button (Current Version) to expand the documentation view options. SentryOne Document Web Portal Change documetation view

Note:  The view button displays as Current Version, or a specified date and time depending on the selected view.

2. Select the Point in time view , and then enter the desired time.


3. Select Ok to update the documentation. SentryOne Document Web Portal View documentation window Change Documentation View

Success: You are now viewing your historical documentation!SentryOne Document Web Portal Documentation Historical view

Note:  Return to the current view of your documentation at any time by selecting the view button and then selecting CurrentSentryOne Document Web Portal Documentation View Current

Searching for Data

Search for specific metadata within your environment by using the Documentation page Search bar. 

Enter a specific search term into the search bar, and then select search to display your results. SentryOne Document Web Portal Documentation Search bar

Select a link from the Search results to display the data related to the search.

SentryOne Document Web Portal Documentation Search results
Select Search link

SentryOne Document Web Portal Documentation Search results link
Search related content

Note:  Select Back to Search results to return to the search results documentation page.

Solution Items Page

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, and 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

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
SentryOne Document Web Portal Task History Successful iconSentryOne Document Web Portal Task History Failure icon
The SentryOne Document Web Portal Task Successful icon task status indicator means the task was successful. The SentryOne Document Web Portal Task Failure icon task status indicator means that the task was unsuccessful.
CreatedThe Created section provides you with a description of the Task, and the solution name. This section also notes the day and time when 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 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