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Working with Templates
11-20 Active System Manager User Guide, Release 7.1
Based on the first four behaviors selected, the date and time options modify automatically.
If the Recurring Session behavior is selected, users can define scheduling recurrence properties in the
next wizard page:
• Recurrence Pattern (Daily, Weekly, Occurs after every <number of> Days)
• Time Options (Start <date> and Duration <hours>)
• Number of Occurrences (Start <date>, No End Date, End After <a number of> Occurrences, End
by <date>)
• Blackout Dates (Start and End Dates)
Once the wizard is complete, the sessions are scheduled independently of each other with their own life
cycle.
Note Group-based sessions are identified by a common group ID, and can be edited and
cancelled either individually, or operations can be done at the session or group level.
4. Based on your preferences, you can adjust the Scheduler session and security properties. See the
Preferences—Scheduler page for advanced scheduler options (click Window > Preferences >
Scheduler > Advanced Scheduling).
The Advanced wizard page allows to change the following:
• Ownership
• Participants (users and groups)
• Scheduler options
• Priority scheduling
Most of these settings are inherited from the user preferences.
Note Only the administrator and the existing owner can change the ownership; otherwise,
this field is read-only.
5. Click Next.
Note If the Global Parameters at Template-level exist, clicking Next opens the Scheduling
Session_Global Parameters screen, see Figure 11-9. For more information on Global
Parameters, refer “Global Parameter” section on page 11-28.
- Release 7.1 1
- July 2013 1
- Copyright Notice 2
- Contents 3
- Contents 3 5
- Contents 5 7
- Contents 7 9
- Contents 9 11
- About This Guide 13
- Intended Audience 14
- Organization 14
- About This Guide xi 15
- Conventions 16
- Documentation Lineup 17
- Chapter 1 19
- <Active System 21
- Manager _home> 21
- Perspectives 24
- Opening Perspectives 25
- Navigating Perspectives 25
- Customizing Perspectives 26
- Saving Your Perspective As 27
- Resetting Perspectives 27
- Deleting Perspectives 28
- Using Navigator Views 29
- Filtering 30
- Creating a Filter 31
- Adding Rules to a Filter 31
- Deleting Rules and Filters 33
- Grouping 33
- Opening Navigator Views 34
- Navigating Through the Views 34
- Creating Views 34
- Creating a New View 34
- Creating a Fast View 35
- Opening Files for Editing 37
- Activating Editors 37
- Modifying Editor Preferences 37
- Tiling Editors 38
- Navigating Editors 39
- Using Multi-Editor Functions 39
- Column Header Functionality 40
- Icon Overlays 40
- Pasting Functions 41
- Drag-and-Drop 42
- Fill Feature 42
- Preferences 45
- Content Assist 52
- Icon Icon Name Description 53
- Table 1-11 Icon Overlays 55
- Getting Started 57
- Windows OS 58
- Getting Started 2-3 59
- Server” section on page 2-6 60
- Figure 2-3 60
- Getting Started 2-5 61
- Getting Started 2-7 63
- Account Management 65
- Creating New Server Accounts 66
- Account Management 3-3 67
- Connecting to Server Accounts 69
- Editing Server Accounts 70
- Deleting Server Accounts 71
- User Profile Management 73
- Accessing a User List 74
- Adding New Users 75
- Adding Internal Users 75
- Managing Security Functions 76
- User Profile Management 4-5 77
- Adding LDAP/AD Users 78
- Adding an LDAP/AD Repository 79
- Adding NIS Users 80
- Editing User Profiles 81
- Copying Users 82
- Deleting Users 82
- Switching User Repositories 83
- Resetting a User Password 83
- Activating Users 83
- Deactivating Users 84
- Publishing Login Profiles 84
- User Profile Management 4-13 85
- Deleting Login Profiles 86
- Managing Groups 87
- Adding Groups 88
- User Profile Management 4-17 89
- Editing Groups 90
- Defining Permissions 91
- Modifying Permissions 93
- 3. Click Apply > OK 95
- Inventory Management 97
- Configuring Discovery Setup 100
- Inventory Management 5-5 101
- Running Discovery 103
- Using Resource Types 104
- Creating a New Resource Type 105
- Importing a Resource Type 107
- Inventory Management 5-13 109
- Inventory Management 5-15 111
- Adding Inventory Parameters 113
- Inventory Management 5-19 115
- Using Resource Instances 117
- Building Resource Instances 118
- Inventory Management 5-23 119
- Importing Resource Instances 120
- Copying Resource Instances 121
- Inventory Management 5-27 123
- Inventory Management 5-29 125
- Deleting Resource Instances 126
- Inventory Management 5-31 127
- • Adding Interface Types 128
- • Associating Interface Types 128
- • Deleting Interface Types 128
- Adding Interface Types 129
- Associating Interface Types 130
- Deleting Interface Types 130
- Inventory Management 5-35 131
- Cisco2, and Cisco3) 131
- Linking Resources 132
- Using Resource Links 133
- Importing Inventory 135
- Inventory Management 5-41 137
- Inventory Management 5-43 139
- Inventory Management 5-45 141
- Validating CSV Resource Data 143
- Importing Connectivity 145
- Importing CSV Link Files 147
- Validating CSV Link Files 148
- Importing Validated Links 149
- Exporting Connectivity 150
- Managing Resource Pools 150
- Inventory Management 5-55 151
- 4. Click OK 153
- Modifying Resource Pools 154
- Managing Maintenance Windows 155
- Adding a Maintenance Window 156
- Inventory Management 5-61 157
- Managing Virtual Resources 158
- Inventory Management 5-63 159
- Synchronizing Resources 160
- Viewing Resource Properties 161
- Configure Filter 163
- Configure Grouping 164
- Expand All 164
- Collapse All 164
- Purge Audit Data 164
- Inventory Management 5-69 165
- Monitoring Resources 166
- Editing Data Flow Values 167
- Firmware Management 169
- Prerequisites 170
- Updating Dell Server Firmware 172
- Prerequisite 173
- Orchestration 174
- Custom Operation 175
- Components 176
- Server Template and Profiles 177
- Editing a Server Template 178
- Server Profiles 184
- Using Inventory 187
- Using Inventory 8-3 189
- Accessing Inventory 190
- Using Inventory 8-5 191
- Using Inventory 8-7 193
- Using the Search Function 197
- Using Inventory 8-13 199
- Setting the Default Domain 201
- Repository Management 203
- Repository Management 9-3 205
- Managing Repositories 207
- Creating a New Repository 208
- Repository Management 9-7 209
- Repository Management 9-9 211
- Updating Repository Content 212
- Repository Management 9-11 213
- Instances 214
- Editing Repository Elements 215
- Disassociating Elements 217
- Repository Management 9-17 219
- Overview 220
- Operations 221
- Applications 221
- Editing Resource Adapters 222
- Repository Management 9-21 223
- Repository Management 9-23 225
- Copying Resource Adapters 226
- Importing Resource Adapters 226
- Exporting Resource Adapters 227
- Deleting Resource Adapters 228
- Network Management 229
- Virtual MAC Identities 230
- Virtual IQN Identities 230
- Network Management 10-3 231
- Understanding Networks 232
- Enabling the VLAN ID 233
- Adding or Editing a Network 233
- Deleting a Network 234
- Editing an IP Address Range 235
- Deleting an IP Address Range 235
- Template Management 237
- Template Types 239
- Creating a Logical Template 241
- Working with Templates 242
- Template Management 11-7 243
- Saving Templates 244
- Template Management 11-9 245
- Opening Templates 247
- Closing Templates 248
- Deleting Templates 248
- Filtering Templates 249
- Validating Templates 249
- Importing Templates 251
- Exporting Templates 252
- Attaching a Template Image 253
- Scheduling Templates 254
- Template Management 11-19 255
- Editing Global Parameters 257
- Template Management 11-23 259
- Restoring Archived Templates 260
- Template Management 11-25 261
- Template Management 11-27 263
- Global Parameter 264
- Template Management 11-29 265
- Adding Resource Types 267
- Template Management 11-33 269
- Figure 11-15 271
- Deleting Resource Types 273
- Adding Resource Instances 274
- Template Management 11-39 275
- Modifying Resource Properties 276
- Template Management 11-41 277
- Quick Policy Status Check 278
- Supporting Layer 2 Switching 279
- Setting Up Layer 2 Switching 279
- Defining Templates with VLAN 280
- Template Management 11-45 281
- Using Annotations 282
- Template Management 11-47 283
- Quick Filtering 284
- Link Type Selector 284
- Template Management 11-49 285
- Link Feasibility Toolbar 286
- Switching to the Link Editor 286
- Authoring Interfaces 286
- Template Management 11-51 287
- Managing Template Links 289
- Creating Links 289
- Template Management 11-55 291
- Template Management 11-57 293
- Session Management 295
- Template editor 296
- Working with Running Sessions 297
- Creating an Instant Session 299
- Opening Sessions 300
- Session Management 12-7 301
- Opening the Session Editor 303
- Session Management 12-11 305
- Using the Sessions Calendar 307
- Opening the Session Calendar 309
- Viewing Session Properties 310
- Session Management 12-17 311
- Session Management 12-19 313
- Canceling Sessions 315
- Deleting Sessions 315
- Purging Sessions 315
- Rescheduling Sessions 316
- Session Management 12-23 317
- Session Management 12-25 319
- Managing Session Links 321
- Session Management 12-29 323
- Creating Session Links 325
- Handling Link Preemption 327
- Managing Session Resources 327
- Displaying Resource Status 329
- Displaying Link Status 330
- Session Management 12-37 331
- Adding Resources by Type 332
- Deleting Resources 335
- Archiving Sessions 337
- Restoring Archived Sessions 338
- Setting Archive Bin Rules 339
- Running Archive Bin Rules 341
- Editing Archive Bin Rules 341
- Deleting Archive Bin Rules 341
- VLANCount Value 343
- VLANGroup 345
- Assettag 347
- Session Management 12-55 349
- Saving Sessions 350
- Session Management 12-57 351
- Adding Session Notifications 353
- Session Management 12-61 355
- Editing Session Notifications 356
- Adding Session Reminders 356
- Session Management 12-63 357
- Editing Session Reminders 358
- Deleting Session Reminders 358
- Duplicating Virtual Resources 360
- Relocating Virtual Resources 360
- Scaling Up Virtual Resources 361
- Invoking Resource Adapters 361
- Using the Snapshot Menu 363
- Session Management 12-71 365
- Executing Applications 366
- Opening Resource Adapter Log 366
- Session Management 12-73 367
- Orchestration Management 369
- Understanding Orchestration 370
- Orchestration Types 371
- Selecting Custom Operations 372
- Working with Orchestrations 373
- Creating Orchestrations 374
- Figure 13-5 375
- Orchestration Management 13-9 377
- Re-Executing Failed Steps 379
- Error Handling/Abort on Error 380
- Editing Orchestrations 381
- Deleting Orchestrations 383
- Executing Orchestration 384
- Session Editor 385
- Console View 387
- Working with Test Cases 389
- Starting a Test Case 391
- Viewing Test Case Properties 391
- Stopping a Test Case 391
- Working with Resource Scripts 392
- Starting a Resource Script 393
- Working with Session Scripts 394
- Customizing Script Execution 396
- Starting an Execution 399
- Stopping an Execution 399
- Deleting an Execution ID 400
- Monitoring Execution Output 400
- Reviewing Execution Output 400
- Chapter 15 401
- Reports 15-3 403
- Running a Session Report 404
- Reports 15-5 405
- Running Custom Reports 407
- Printing Reports 409
- Settings 411
- Configuring Settings 413
- Database 414
- Database Backup 415
- Refreshing Database 415
- Database Scheduler 415
- Database-Related Operations 416
- Log File 417
- Settings 16-9 419
- Script Servers 420
- Properties 421
- Updating Properties 422
- Exporting Properties 423
- Dashboard 425
- Managing Widgets 426
- Dashboard 17-3 427
- Adding a Widget 428
- Editing a Widget 429
- Customizing a Widget 429
- Refreshing Widget Content 430
- Deleting a Widget 430
- Changing the Dashboard Layout 431
- Rearranging Dashboard Content 431
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