User interface tips and techniques

Importing files​

You can import files by dragging and dropping the files on an Import dialog.

When you import a file, an expandable popup appears on the lower-right corner of the user interface with information about the progress and status of each import process. Icons on the popup help you quickly identify the process status for each import. After an import completes successfully, a job is started to validate the file. If an error occurs during the import process, an error message is listed on the pop-up dialog to help you quickly resolve the issue.

When the popup is collapsed, you can click and hold the Drag icon () to move the popup to a different position.

Click Clear All to clear the list of completed import processes. If all import processes are complete, the popup is hidden.

Entering text in text fields​

The characters that can be entered in some text fields are restricted. The following list describes the characters that are allowed.

• Names. Includes all letters and numeric characters in supported languages and special characters @ - _ + / [ ] . , : and space.
• Descriptions. Includes all letters and numeric characters in supported languages and special characters @ - _ % & * + = / ( ) { } [ ] . , : and space.
• Passwords. For local users accounts, passwords can be 8 – 256 characters by default, though 16 or more characters is recommended.

  There are no character restrictions for passwords. However, passwords require certain types of characters and restrict some sequences for security.

  • (1) Must contain at least one alphabetic character, and must not have more than two sequential characters, including sequences of alphabetic characters, digits, and QWERTY keyboard keys (for example, “abc”, “123”, and “asd” are not allowed)
  • (2) Must contain at least one number
  • (3) Must contain at least two of the following characters.
    • Uppercase alphabetic characters (A – Z)
    • Lowercase alphabetic characters (a – z)
    • Special characters ; @ _ ! ' $ & +

    White space characters are not allowed.

  • (4) Must not repeat or reverse the user name
  • (5) Must not contain more than two of the same characters consecutively (for example, “aaa”, “111”, and “...” are not allowed)

Expanding and collapsing the navigation pane​

The navigation pane is collapsed by default, showing only icons that represent specific menu items. You can click an icon to temporarily expand the navigation pane and the menu for that icon. When you move the cursor off the navigation pane, the pane collapses so that only the icons are displayed.

To keep the navigation pane permanently expanded, click the Expand icon (). You can then collapse the navigation pane by clicking the Collapse icon ().

Scoping the user interface​

By default, XClarity Orchestrator displays data for all resources. You can narrow the scope of data displayed in the current user session to only those resources that are in specific resource managers and groups by using the Current scope drop-down menu at the top of the page. From the drop-down menu, you can view the list of resource managers and groups in the current scope under My Scope List, click Change scope to display a dialog on which you create a custom scope with multiple resource managers and groups, or select All Resources to change the scope to view all resources.

The selected scope is persistent only within the current user session. You can open multiple user sessions, each with different views of the dashboard, resources, events, and alerts data.

Viewing more data or less data per page​

Change the number of rows that are listed in a table per page using the Rows per page drop-down list at the bottom of each table. You can display 10, 15, 25 or 50 rows.

Finding data in large lists​

There are several ways to display a subset of a large list based on specific criteria.

• Sort the table rows by clicking the column header.
• Narrow the scope of data in the current user session to only those resources that are in a specific resource manager or group by using the Current scope drop-down menu at the top of the page (see “Scoping the user interface” above).
• Dynamically create a subset of lists based on data that is found in specific columns by using the Filters input fields. You can filter on shown and hidden columns. You can also save filter queries that you want to use regularly.
• Further refine the subset by entering text (such as a name or IP address) in the Search field to find data that is found in any available column.
  Tip

  Separate multiple searches using a comma. For example, "180,190" displays all rows that contain 180 or 190 in any of the available columns.
• Select the checkbox in the table header to select or clear all items that are listed in the table.

Viewing table data​

Refresh tables of data by clicking the Refresh icon ().

Expand or collapse each row to show or hide subdetails for the tables with expandable rows (such as on the Jobs and Repository Management cards). You can also click the Collapse All icon () to hide subdetails for all rows.

If the column size prevents some information from displaying in the table cell (indicated by an ellipsis), you can view the complete information in a popup by hovering over the cell.

Exporting table data​

Export the data in the current table to your local system by clicking the Export data icon (). You can choose to export all pages, the current page, or the selected rows, choose the file format (XLSX, CSV, or JSON), and choose whether to include all columns or only visible columns. For CSV format, you can also choose how to separate the data (using a semicolon, tab, or pipe character).

When you export a data, an expandable popup appears on the lower-right corner of the user interface with information about the progress and status. Icons on the popup help you quickly identify the process status for each export. If an error occurs during the export process, an error message is listed on the pop-up dialog to help you quickly resolve the issue.

When the popup is collapsed, you can click and hold the Drag icon () to move the popup to a different position.

Click Clear All to clear the list of completed export processes. If all export processes are complete, the popup is hidden.

Configure table columns​

Changing the language of the user interface​

You can change the language of the user interface when you first log in.

After you are logged in, you can change the language by clicking the User-Account menu (), and then clicking Change language.

Getting help​