Contents
Getting started with Automation Director ............................................8
User responsibilities ........................................................................................................ 10
Operational workflow for service administrators and service users..................................11
Built-in user accounts..................................................................................................................12
Logging on.................................................................................................................................. 13
Accessing user profiles............................................................................................................... 13
Changing the system account password.................................................................................... 14
Registering a license...................................................................................................................15
Logging off.................................................................................................................................. 15
Navigating the interface.............................................................................................................. 15
Navigating help........................................................................................................................... 17
Using search features ................................................................................................................ 18
Using column filters in tables........................................................................................... 18
Using instant filters...........................................................................................................18
About tags........................................................................................................................ 19
Admin user workflow........................................................................................................ 20
Develop user workflow..................................................................................................... 21
Modify user workflow........................................................................................................21
Submit user workflow....................................................................................................... 22
Viewing service and task summaries..................................................24
Viewing the dashboard................................................................................................................24
Viewing dashboard reports......................................................................................................... 25
Most Frequently Failed Services report........................................................................... 25
Most Frequently Used Services report ............................................................................25
Tasks Waiting for Action report.........................................................................................26
My Tasks report................................................................................................................27
My Favorite Services report............................................................................................. 27
Managing services................................................................................ 29
Workflow for creating a service................................................................................................... 31
Creating or editing a service....................................................................................................... 32
Testing a new service..................................................................................................................35
Releasing a service.....................................................................................................................36
Submitting a service....................................................................................................................36
Disabling a service......................................................................................................................37
Deleting a service....................................................................................................................... 37
Contents
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