Availability of specific tabs in the product UI depends on access rights granted the logged-on user. When you log in to the product for the first time, the UI displays the tabs that this topic describes.
Note: You perform most configuration and administration tasks from the Configuration tab. For task flows related to each tab, see the Online Help.
The Home tab helps you gain quick access to the objects on which you are working. You can use other links to gain quick access to information of general interest.
Content administrators typically create and grant access rights to the folders.
Note: Content designers create objects and access them for edit from the Library tab folders. The Designer tab is the editor for process objects.
An administrator typically sets up a folder structure in the design environment. Folders contain subfolders and automation objects. The recommended practice is to create one folder for each process you automate, with a subfolder for each release version of that process. The process-level folders can be at the root level.
The folder that contains the release version of a process is exported as a content package and then imported to the production environment. The import process duplicates the folder structure in the production environment. The difference is that the production library contains only the release version of the process and related objects. Folders are not manually created in the production library.
The Recycle Bin at the bottom of the Orchestrator node contains folders and objects that were deleted. When you click Recycle Bin, you can select deleted folders and objects to purge (remove permanently) from the library or to restore to the library.
Define folder, keyword, or date criteria by which to search for content objects in the Search field.
Content designers create instances of selected automation objects in a folder. They open the instances they create from the contents portion of the Library tab.
Content designers design a planned process on the Designer tab.
The Operations tab is used by users in the Production Users group. includes the following palettes:
Displays information in the right pane for the following standard links:
Instances of processes that have been started. The bar chart in the Process Instances pane shows operators by state. The Process Instances pane also shows details for each operator.
Operators in started processes and tasks from schedules. The bar chart in the Operators pane shows operators by state. The Operators pane also shows details for each operator.
Tasks that are assigned to users and groups. All users can view their specific task list, task lists for groups to which they belong, and tasks that are assigned to others. Administrators assign tasks to users or groups. A user takes an assigned task and replies to the User Interaction notification.
Schedules that started active processes.
Schedules that any user can use to start any process or selected operators. You can filter the display by date, by Orchestrator or agent touchpoint, and by whether the schedule is current or archived.
Requests that specified processes start on demand.
All users can monitor objects that are imported to the environment as content packages. When you click a content package in the left pane, the package properties display in the right pane.
Note: You can view the release version information for the following items that are included in content packages:
The product displays the content package name and content package release version for each object.
All users can monitor processes in all states, active schedules, operators, start requests, datasets, resources, and custom operators.
Users can view a bar graph of queued, running, completed, and failed start request instances. For a selected bar, users can view the instance name, scheduled time, state, start time and end time, and the user name.
Users can display the structure of a selected dataset and its name/value pairs.
Users can select a resources object and then use the right pane to override the displayed Amount and Used values manually. Users can also change the State.
Users can select a schedule and then use the right pane to set the following properties:
The administrator is responsible for configuring CA Process Automation access in the Configuration tab. By default, Environments, Orchestrators, and agents inherit settings that administrators configure at the Domain level. Operators inherit settings that administrators configure at the operator category level. The Configuration tab contains the following palettes:
Displays the following nodes:
Configure the Domain, the Default Environment, the Orchestrator touchpoint, the agent and proxy touchpoints, and the host groups.
Configure the Domain Orchestrator and other installed Orchestrators.
Configure associations and settings for all installed agents.
The system administrator accesses the User Resources folder to add or update the scripts that are used to develop content. Administrators can upload JAR files to the Agent Resources folder or the Orchestrator Resources folder. The product shares the uploaded files when you restart agents or Orchestrators.
The system administrator installs other Orchestrators or cluster nodes for the Domain Orchestrator or other Orchestrators. Administrators also install agents.
All users can access predefined reports or upload custom reports designed with the BIRT RCP Designer.
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