User Guide > Getting Started Guide > Navigation in the UserInterface

Navigation in the UserInterface

Aim:
- Working with the Explorer
- Searching objects
- Finding objectAutomation Engine controlled activities and processes are structured in the form of objects. See also: Task uses

Lesson 13

You have already used many functions of the UserInterfaceThis is the Automation Engine's graphical user interface. [Formerly called the "Rich Client", "RichGUI" and "Dialog Client."] in the previous lessons. This document serves to explain additional useful functionalities.

General information:

From any location in the UserInterface the available commands can be called via the menu, push buttons in the toolbar, context menu (right mouse button) and shortcuts. When we restarted the workflowAn object of the Automation Engine that can include several executable objects and which runs them in a specified order. [Formerly called "ProcessFlow" and "JobPlan."] in our example, we could directly open and edit the object via the Workflow Monitor.

Another very functional detail: If the name of an object is written in a window (such as in a text field or a table), you can directly open and edit it via the right mouse button.

The view of the Explorer can be changed according to your preferences:

  1. Objects can be sorted by names, object types, etc. - just click on the particular column title.
  2. If you like, you can rearrange the columns by dragging the column title to the designated position.

  3. The view of object symbols can also be changed. Right-click an empty space in the folderTop level entities such as Environment, Deployment Target, Activity, … are stored in folders. The permissions a user has on an entity depend on the permissions that are set on the folder for the entities. and select View. The options Details, List and Large icons are then available.
  4. Opening several Explorers is also possible.

Keep the following in mind when working with the Explorer:

You have already created a folder at the beginning of this chapter. Note that due to the object orientation of the Automation EngineThis component drives an Automation Engine system and consists of different types of server processes., folders are also regarded as object types. They are therefore created with the  button in the toolbar.

Object names within a clientA closed environment within an Automation Engine system where you can create and run objects. A client name consists of a 4-digit number that must be indicated when a user logs on to the Automation Engine system. Users and their rights are also defined in clients. A particular Automation Engine object type. must be unique.

It is irrelevant in which folder the objects are stored. Automic recommends creating a folder structure that makes your administrative work as easy as possible. Objects that use each other (such as workflows) do not necessarily have to be stored in the same folder.

Links can also be created in the Explorer. You can access a particular object in several folders.

  1. Highlight the object to which you want to create a link and call the command Link to... which is available in Duplicate/Link/Move in the context menu.
  2. Select the folder to which the object should be linked.

The Search functionPre-defined run book template in the Automation Engine. One single step only, e.g. Start Windows Service, Copy file,… is another important functionality. It can be used to search objects within a client, by using filter criteria.

  1. Call the search function with the  button in the toolbar.
     The search contains three tabs that can be used to limit the search result.
  2. Select the object types Job and Calendar.
  3. Click Start.
  4. The result is displayed in the lower half of the window.

In some situations it can be helpful to know in which other objects a particular object is also used. This special search for use is also available.

  1. Highlight the first file transferTransfers files from one computer to another. A particular Automation Engine object type (FileTransfer object). and call the command Search for Use... from the context menu (right mouse button).
  2. The search opens and the name, object typeAn individual object is provided for the individual activities: There are User, UserGroup, Notification, Cockpit, CodeTable, Documentation, Event, Agent, FileTransfer, Group, Include, Job, Workflow, Calendar, Login, Client, RemoteTaskManager, Schedule, Script, Server, Sync, Variable and TimeZone objects and type of search are already inserted.
     In the settings of the Objects tab in Search for... you can define whether the search function searches for objects or for object uses.
  3. Click Start.
  4. The result is displayed in the lower half of the window.

 

Exercise

Create a new folder and try to link objects. Search for the sample objects and their uses.

 

 


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