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Dashboard
Dashboard
About the Dashboard tab

The Dashboard tab provides an overview of Precise components. It displays information that allows the Precise administrator to determine (at a single glance) the health of his installations. This tab analyzes and reports on your system’s current Precise status.

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  • Data is not loaded to the PMDB
  • Agents are failing
  • FocalPoints are failing
  • License Limitation Metrics which have been exceeded
  • Licenses have expired or are near expiration
  • Licenses that are installed
  • Actions Items which are critical
  • Agents are stopped
  • Instances configured to experience downtime during the selected time frame

How the Dashboard tab is structured

The Dashboard tab is divided into two areas: the Category Details table (left pane) and the Main area (right pane). Each area can include different control elements, such as tabs and view controls, and displays information in various formats, such as tables.

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The Main area provides information regarding the category selected in the Category Details area. Once a certain component is selected in the Category Details table, the upper portion of the Main area displays details (a list of the entities) for the selected category. Once a particular entity is selected in the upper portion of the Main area, the lower portion of the Main area displays additional relevant details for the entity. This information will help the user pinpoint a problem.

About the view controls

In the Dashboard tab, above the Category Details area, is the view controls bar. This bar includes:

  • Last Refreshed display. This displays the date and time that the information was last refreshed.
  • Auto Refresh is off / Auto Refresh is on button. This button enables you to control whether the information is refreshed automatically.
  • Node view control. By default information is displayed for all Nodes.
  • To display the overview status of all Precise components in a specific node, select the node from the drop-down menu.
  • Application view control. By default information is displayed for all Applications.
  • To display the overview status of all Precise components in a specific application, select the application from the drop-down menu.

About the Category Details table

The Category Details table displays all the components monitored by the Precise main FocalPoint, grouped into categories. The categories are displayed in the table by their error severity level, which is defined by the component in each category with the highest error severity level.

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HeaderDescription
Status

Indicates the highest severity error (if any) encountered by one of the category’s components, as follows:

 Red. Indicates that at least one of the category’s components encountered a high severity error.

 Orange. Indicates that at least one of the category’s components encountered a medium severity error.

 Yellow. Indicates that at least one of the category’s components encountered a low severity error.

 Green. Indicates that none of the category’s components encountered errors.

 Indicates components configured to experience downtime in the defined time frame. Errors for this component are ignored.

 Indicates problematic components that have been acknowledged and are currently being handled. These components, and the errors resulting from them, are excluded from their category’s total and are grouped together in this category. For more information, see Defining problematic components as acknowledged.

Category

Indicates a group per technology, such as:

  • Agents
  • FocalPoints
  • Warehouse processes
  • License Limitation Metrics
  • Licenses
  • Action items
Total componentsIndicates the total number of components in the selected category.
Errors

The color-coded stacked bar indicates the number of underlying components that have an error. Only red (high) and orange (medium) severity errors are shown.

Click on the icon on the header to switch between the following display methods:

  1. Show relative-sized colored toolbar according to the number of components that have problems.
  2. Show full-sized colored toolbar.
  3. Show the number of components that have problems.

About the Main area in the Dashboard tab

The Main area displays different information depending upon which category is selected in the Category Details table. Clicking on the hyperlink for specific data items launches, in-context, the tab from which the data was derived.

About the Detailed Description

The fish-eye displays text for the purpose of helping the user to understand and focus onto problems.

After selecting a category (Agents, FocalPoints, Warehouse processes, Licenses, Action items, or Acknowledged Items) in the Category Details table, the Detailed Description fish-eye displays text relevant to the selected category. For example: if Agents or Focalpoints are selected in the Category Details table, the Detailed Description fish-eye displays a detailed description of the current status for the selected Agents or FocalPoints. Recommendations to resolve the problem are also given.

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Problematic
Problematic
Defining problematic components as acknowledged

Handling a problematic component and solving its underlying issues might take time, and continue over into additional time frames. By default, problematic components continue to produce error reports until the underlying issue is resolved. To avoid excess error reports stemming from the same problematic component, you can acknowledge the component as problematic and currently being handled. Components can be defined as acknowledged for a defined period of time or until specified differently.

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  • In the fish-eye text describing the component’s error, click Cancel.

About the FocalPoints category and the Agents category related table

Either the FocalPoints category or the Agents category may be displayed. The FocalPoints category lists all of the Precise FocalPoints and the Agents category lists all of the Agents and the status for each, in the selected category. Agents whose status is stopped will be reported as problematic. (This option can be controlled from the Admin Dashboard settings).

You can control the way data is displayed in the table. See Managing agents.

The following table shows the information displayed in the FocalPoints or Agents table.

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HeaderDescription
Status

Indicates the highest severity error (if any) encountered by the component, as follows:

Red. Indicates that the component encountered a high severity error.

Orange. Indicates that the component encountered a medium severity error.

Yellow. Indicates that the component encountered a low severity error.

Green. Indicates that no component encountered errors.

Indicates components configured to experience downtime in the defined time frame. Errors for this component are ignored.

Node

Name of the node.

ServerName of the server on which the FocalPoint or Agent is running.
AgentName of the FocalPoint or Agent.
DescriptionA short description of the current status for the selected FocalPoint or Agent.
CriticalityDisplays the related instance(s) criticality setting.


About the Events table

The Events table lists all the Precise events for the selected FocalPoint or Agent. Each row corresponds to an event. You can control the way data is displayed in the table. See “About sorting data” on page 184.

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HeaderDescription
Level

Indicates severity:

  • Red stop sign indicates that a critical alarm has been raised.
  • Yellow warning sign indicates a near-critical alarm has been raised.
DateDisplays the date and time the event occurred.
MessageA short description of the current status.
IDThe ID (identification number) for the specific event.


About the Warehouse processes category related table

The Warehouse processes table lists all warehouse processes in the selected category and the status for each. Warehouse Load processes that have stopped loading data will be reported as problematic (This option can be controlled from the Admin Dashboard settings).

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HeaderDescription
Status

Indicates the highest severity error (if any) encountered by the component, as follows:

Red. Indicates that the component encountered a high severity error.

Orange. Indicates that the component encountered a medium severity error.

Yellow. Indicates that the component encountered a low severity error.

Green. Indicates that no component encountered errors.

Indicates components configured to experience downtime in the defined time frame. Errors for this component are ignored.

Node

Name of the node.

InstanceName of the instance.
ServerName of the server on which the instance is installed.
ProductName of the product.
ProcessName of the process.
Last RunThe date of the last run for this process.
CriticalityDisplays the related instance(s) criticality setting.


About the Licenses category related table

The Licenses table lists all licenses installed and the status for each. You can control the way data is displayed in the table. See “About sorting data” on page 184.

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  1. Go to AdminPoint > Dashboard.
  2. In the All Categories table, select Licenses.
  3. In any of the License descriptions in the Main area, click Apply another license.
  4. In the Apply License dialog box, specify the location of the license file, or click browse to find and select the location.
  5. Click OK.

About the License Limitation Metrics category related table

The License Limitation Metrics category related table list all License Limitation Metrics installed and the status for each. You can control the way data is displayed in the table. See “About sorting data” on page 184.

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LabelDescription
statusIndicates the License Limitation Metrics status for the installed technology/CPUs.
TechnologyTechnology to which the License Limitation Metrics applies.
Amount InstalledThe number of instances of the relevant technology/CPUs that are installed.
Amount of Applied LicensesThe limitation of the number of instances of the relevant technology/CPUs.


About the Action Items category related table

The Action Items table lists all action items in the selected category and the status for each. You can control the way data is displayed in the table. See “About sorting data” on page 184. See About the Action items view.

The following table shows the information displayed in the Action Items table.

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HeaderDescription
IconThe icons display the criticality of the Action Item related instance, whether high, medium, or low.
StatusIndicates the status of an Action Item.
IDThe Action Item ID number.
Node

Name of the node.

InstanceName of the instance.
ServerName of the server on which the FocalPoint or Agent is running.
Originthe origin of an Action Item.
StatusIndicates the status of an action item, whether done, failed, pending, blocking, or executable.
Update timeThe date of the last run for this process.
CriticalityDisplays the criticality of the Action Item related instance, whether high, medium, or low.


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Agents
Agents
About the Agents tab

You can view information on and manage Precise agents by using the Agents tab. In this tab, the table includes the following columns:

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IconDescription
The agent is starting up.
The agent is running.
The agent is stopped.
The agent is running but has encountered a problem. See the agent log files for details, verify the agent (using the Verify button), or contact Precise Technical Support.

The agent is in failed status. This occurs in case the agent has problems. For example, in case it has crashed at least three times in an hour. See the agent log files for details, verify the agent (using the Verify button), or contact Precise Technical Support.

Info

Once the agent is in failed status it keeps returning this status even if the original problem is fixed. To recover the agent from this status, fix the original problem, then start the agent using AdminPoint>Agents tab.

Precise FocalPoint cannot retrieve the current agent status. See the Precise FocalPoint logs and the agent log files for details. See Viewing a log file from the Agents tab.

You can control the way data is displayed in the table. See “About sorting data” on page 184.

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SelectAction
An individual agentClick a specific row in the table.
An arbitrary set of agentsClick the first agent row, hold down the <Ctrl> key, and then click all other required agent rows.
A consecutive group of agentsClick the first agent row, hold down the <Shift> key, and then click the last agent row.


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ManagingAgents
ManagingAgents
Managing agents

Agent command buttons appear at the bottom of the Agents tab.

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Installation Verification Procedure process findings are also reflected in the AdminPoint Dashboard tab.

About log files

Log files record information, warning, and error messages. They may be helpful to understand the scope of a problem and provide directions to solve it.

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ViewLogFromAgents
ViewLogFromAgents
Viewing a log file from the Agents tab

In AdminPoint you can view a log file from the Agents tab.

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  1. In the Display Agents table, select an agent and click Log.
  2. In the Select Log File dialog box, select a log file and click View. The log file opens in a separate dialog box.

Saving a log file

In AdminPoint you can save the log file using the log file dialog box.

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  1. In the log file dialog box, click Save. The log file opens as HTML text in a new browser window.
  2. Use your browser menu to save the file on your computer.
  3. Close the browser window; then click Cancel to close the log file dialog box.

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Installation
Installation
About the Installation tab

Through the Setup tab, you can view and manage various setup functions:

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AddingApplication
AddingApplication
Adding a new application

On the Installation tab, you can add a new application to the Precise system.

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  1. On the Installation view, click Add.
  2. In the Add Application dialog box, enter the application name and select a node from the list.
  3. Click OK to apply your settings, or click Cancel to close without saving the settings.

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EditingApplication
EditingApplication
Editing an existing application

You can edit existing application via the Edit dialog box. In the Edit dialog box, you can perform any of the following editing options:

  • To edit an existing application, in the Applications list, select the application you want to edit, and then click Edit.
  • To rename an existing application, in the Applications Installer dialog box, click Rename the Application Name, and then click Finish to save the new name or click Cancel to close without saving.

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CustomizingColumns
CustomizingColumns
Customizing custom columns in the application

You can customize the application's column headers and their contents as displayed on the application's table in both AdminPoint and StartPoint.

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  1. Click AdminPoint > Intallation tab.
  2. Select the application, and then click Customize Columns.
  3. Click OK to save the customized columns settings, or click Cancel to close the dialog box without saving.

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Management
Management
About the Management tab

Through the Management tab, you can view and manage various functions:

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UpdatesView
UpdatesView
About the Updates view

Known in previous versions as the Patch view, the Updates view in version 9.0 displays available updates and manages their application process. Using the Updates view, you can check which updates were applied to your servers, view the update properties, and launch the update application process. For more information about applying updates, see Applying an update.

To view and manage updates

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You can control the way data is displayed in the table. See “About sorting data” and "About filtering data" on page 184.

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ApplyUpdate
ApplyUpdate
Applying an update

To apply an update

  1. Go to https://precise.secure.force.com and locate the desired update.
  2. Download the update to a local directory on the computer from which you run the Precise GUI.
  3. Go to AdminPoint > Management > Updates.
  4. In the Updates view, click Apply updates. The Update Installation wizard appears.
  5. In the “Select Updates” screen, locate the desired update in the Available Updates table. If the update does not appear, click Add Update and enter the file path from the folder you downloaded the update to. Alternatively, click the browse button, select the path, and click OK. The update now appears in the Available Updates table.

    Info

    For more information regarding a specific update, see the Description area at the bottom of the screen. To view all information for the update, scroll down or click the expand icon at the top right of the area to open a new window with the information.

    Selecting an update to appear in the Available Updates table does not apply the update. The update application process begins only after the servers have been selected.

  6. Select the desired update in the Available Updates table and move it to the Updates to Install table using the arrows between the two tables.

    Info

    If there is a newer update that contains the update you selected, the newer update will be selected and appear in the Available Updates table.

  7. Click Next. The Select Servers screen appears, displaying all servers and their update status.
    By default, all the servers will be selected to be updated. You can choose to exclude servers from the application process at this time by removing the selection mark next to them.

    Info

    In some cases, applying the update to one server will only be allowed if another server is updated at the same time. In these cases, you will be prompted to include the relevant servers in the selection to be updated.

  8. Click Next. The update application “preparing” phase begins. If there are pre-action items to be executed, they will appear on the screen and must be completed to continue to the update application “applying update” process. Perform these action items.
  9. Once all pre-action items are completed, the update application process will resume. If there were no pre-action items, the update application process will automatically continue.
  10. The “Applying Updates” screen appears, displaying an update application process progress bar for each server.
  11. After the update application is complete, post-action items will appear on screen. Perform these action items. You can decide to perform these action items at a later stage.

    Info

    If there are no pre- or post-action items, the wizard will automatically move from through the “Preparing”, “Pre Action Items”, “Apply update”, and “Post Action Items” screens.

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ActionItemsView
ActionItemsView
About the Action items view

The action items management mechanism tracks and automates manual action items required for installations and updates. You can manage action items by displaying which action items have been performed and which have not.

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Some action items support automatic execution. For such action items the "execute" button is enabled. You can instruct Precise to automatically perform the action item for you by selecting the action item and clicking "Execute". You can select several action items and click execute or mark as done.

About the action items table

Using the Status combo at the top of the view you can select to view only pending action items, failed action items, or completed action items:

HeaderDescription
ID

The action items resource identification number; this ID number may be used more than once. For example, there may be several messages with the same Action ID for different instances.

ServerThe name of the server where the action item was produced.
TechnologyThe technology type of the monitored instance. Exists only for action items which have a value in the instance column.
InstanceName of the specific instance that is being monitored (if relevant).
Action ItemThe title of the action item. After clicking an action item, the action item's full text is displayed lower on the screen. You can also view the action item's full text in the tooltip of this column.
OrderThe order of Precise installation action items should be performed as specified - in ascending order. The specified order is necessary because of dependencies between action items.
StatusThis is an icon which indicates the status of Precise installation action items. The action item status can be one of the following: completed, failed, or pending. In the case of a failed status, the tooltip describes the reason for failure.
BlockingThe icon indicates whether the start of the related agent is being blocked, until the action item has completed.
OriginThis the source of the action item. The source can be any of the following: install, uninstall, update, or verification.
Executable

A check mark indicates the action item is executable. An executable action item can be handled automatically by selecting the action items and clicking Execute. To execute the action item, additional user input (such as: user and password) may be required.

NodeName of Framework node.
Update TimeDate and time when the action items were produced or last updated due to failure, execution or marked as done.
Required FieldsThis column displays the name of fields requiring user input before automatic execution of the action item.


About icons for action items

The legend for the action items table is:

IconDescription
The action item was completed successfully.
Invocation of the action item failed. See this icon’s tooltip for the failure reason.
The action item was not yet performed.
The action item's related agent cannot be started until the action item is performed.
The action item can be automatically executed by Precise. Click execute to instruct Precise to execute it for you.

  

Displaying Dependencies on/off

On the Action Items view, the Dependencies On/Dependencies Off button will filter selected instances by displaying or not displaying their dependencies. By default, all instances and their action items are displayed as “Dependencies On”.

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  • Select the instance from the Action Items table and click Dependencies On near the top of the screen.

Advanced Settings

On the Action Items view, the Advanced button lets you set the way you want to execute the action items.

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  1. If you have many action items, click Advanced.
  2. On the Settings dialog box, mark the Expert mode status check box.
  3. Click OK to save the setting, or Cancel to close the dialog box without saving.

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NodesView
NodesView
About the Nodes view

Through the Nodes view, you can add new Framework nodes, or edit properties, or remove an existing Framework node.

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  • Node Name. Framework node name.
  • Proxy Server. Server name or IP address of the node's Precise FocalPoint server.
  • Proxy Port. Communication listener port number of the node's Precise FocalPoint server.
  • Primary Node. Indicates the primary node.
  • URL. URL used to access the node’s GUI.
  • Proxy Relay to FocalPoint. Indicates communication from the node's Precise FocalPoint to the main Precise FocalPoint is blocked, and that only the main Precise FocalPoint will access the node's Precise FocalPoint.
  • Proxy Relay to Servers. Indicates that communication from the main Precise FocalPoint to the node's servers is blocked, and the main Precise FocalPoint will send requests through the node's Precise FocalPoint to the node's servers.

Managing Framework nodes

Using the Nodes command buttons, you can perform the following actions on one or more nodes in the Display Nodes table:

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  • Enable the proxy relay to the FocalPoint. Unchecked by default. Use only when, for security reasons, the node's Precise FocalPoint cannot directly access the Precise Main FocalPoint. Note: Its use slows down system performance.
  • Enable the proxy relay to the servers. Unchecked by default. Use only when, for security reasons, the Precise Main FocalPoint cannot directly access the node’s production servers. Marking this check box causes the Precise Main FocalPoint to access the node’s production servers through the node's Precise FocalPoint.

    Info

    Its use slows down system performance.

 Generating an inventory report

The Inventory Report creates an excel file that lists details regarding installed servers, instances, License Limitation Metrics, and the PMDB. A generated report provides information for all nodes.

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  • Click Inventory Report. The excel file will be downloaded to your computer, and can be saved locally.

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ApplicationsView
ApplicationsView
About the Applications view

A Precise application is a collection of instances that are organized to work together. An application includes one or more application tiers (AppTiers), and each AppTier can consist of one or more instances of the same technology.

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Column nameDescription
ApplicationName of the application. In the Agents table, AdminPoint displays all of the applications that an instance belongs to, according to the AppTiers it is part of.
NodeName of the node.
AppTiersName of the AppTiers.
TechnologiesName of the technologies within the application.
SmartLink ApplicationIf available, the name of the SmartLink application.
ProductSee Customizing custom columns in the environment.
TypeSee Customizing custom columns in the environment.
LocationSee Customizing custom columns in the environment.
TagSee Customizing custom columns in the environment.
CommentSee Customizing custom columns in the environment.


Managing applications

Using the applications command buttons, you can perform the following actions on one or more applications in the Display applications table:

  • Click Add to add a new application.
  • Click Edit to change the members of an existing application.
  • Click Remove to delete the selected application from the Display applications table.
  • Click Customize Columns to customize the display of columns on the table.
Adding a new application

On the applications view, you can add a new application to the Precise system.

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  1. On the applications view, click Add.
  2. In the Add application dialog box, enter the application name and select a node from the list.
  3. Click OK to apply your settings, or Cancel to close and not save the settings.
Editing an existing application

Existing Environments can be edited via the Edit Environment dialog box. In the Edit Environment dialog box, you can perform any of the following editing options:

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  1. In the Edit Environment dialog box, select the AppTier to be moved in the AppTiers table.
  2. Click the appropriate up/down arrow to change where the selected AppTier appears in the table.
  3. Click OK to save the changes, or Cancel to close and not save the change(s).

    Info

    Any AppTier change performed on an instance which is part of a cluster, is automatically applied to all instances of that cluster.

Changing the data flow between AppTiers

The Environment map displays the data flow between AppTiers and displays the front-end AppTier.

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  1. On the Environment map, click an AppTier to select it.
  2. To define a new data flow, drag the plus sign (from the previously selected AppTier) to another AppTier.

Marking a Front-end AppTier for an environment

It is important that you indicate which AppTier is to the front-end. On the Environment map, a Front-end AppTier is marked with an arrow. You can change the Front-end AppTier whenever needed by unmarking a current Front-end AppTier and marking another AppTier as Front-end.

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  1. In the Edit Environment dialog box, right-click an AppTier on the Environment map.
  2. To remove a Front-end indication, right-click on the AppTier and click UnMark as Front-end AppTier.
  3. To assign an AppTier as Front-end, right-click on the AppTier and click Mark as Front-end AppTier.

Configuring an AppTier's application

An AppTier's application can be configured via the Environments view. This enables related application associations in the related Precise product tab.

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  1. On the Setup tab menu, click Environments.
  2. In the relevant environment, click the AppTier.
  3. Click Edit and set the application to required application

About configuring Insight SmartLink correlation

Insight SmartLink correlates end-to-end activities across multiple tiers, and provides information on the environment’s performance, from the user’s perspective by tracking individual transactions. To use Insight SmartLink, you need to specify the SmartLink mode (application) to be applied to the selected environment.

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For more information on Insight SmartLink, see the Precise Insight User’s Guide.

Configuring Insight SmartLink correlation

You can configure the Insight SmartLink correlation via the Edit Environment dialog box.

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  1. On the Setup tab menu, click Environments.
  2. In the Edit Environment dialog box, click SmartLink.
  3. Select a mode: PeopleSoft or Web, MS .NET and J2EE application.
    1. PeopleSoft configuration
      1. The PeopleSoft configuration dialog contains a table with all AppTiers to correlate data from. The Web, J2EE and Tuxedo AppTiers are mandatory; the Oracle AppTier is optional.
      2. Once configuration is finished, you must restart: Insight, Web, J2EE, Oracle FocalPoints and agents.

        Info

        Only one SmartLink for PeopleSoft environment can be configured per specific PeopleSoft application.

    2. Web, MS .NET and J2EE configuration
      1. In Web, MS .NET and J2EE mode, there is no need to select specific AppTiers. The SmartLink correlation engine correlates data from all Web, MS .NET and J2EE AppTiers in the environment.
      2. Once configuration is finished, and if configuration was changed from PeopleSoft to Web, MS .NET and J2EE mode, you must restart the FocalPoints and agents.
  4. Click OK to save, or Cancel to not save this configuration.

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CustomizingCustomColumns
CustomizingCustomColumns
Customizing custom columns in the environment

You can customize the environment’s column headers and their contents as displayed on the environment's table in both AdminPoint and StartPoint.

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  1. Click AdminPoint>Environments view.
  2. Select one or more environments and click Customize Columns.
  3. Click OK to save the customized columns setting, or Cancel to close the dialog box without saving.

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Warehouse
Warehouse
About the Warehouse tab

Through the Warehouse tab, you can view and manage PMDB statuses and processes. See “About the PMDB” on page 68.

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