|
Caché System Administration Guide
Using the Management Portal
|
|
|
Server:debian-cache-1 |
Instance:CACHE |
User:UnknownUser |
|
|
Caché lets you perform system administration and management tasks via a web application, the InterSystems Management Portal. An advantage of this approach is that Caché does not have to be installed on the system you use to manage an installation. Remote management of systems over a network, subject to access control established for the site, is now much easier. Cross-release compatibility issues are minimized because both the data and its formatting information come directly from the system being managed.
This chapter describes the following topics:
Starting the Management Portal
You can start the management portal in the following ways:
-
-
In your web browser go directly to the management portal URI, in the following form:
http://machine:port/csp/sys/UtilHome.csp
Depending on the authentication settings for your system you may have to log in before going to the portal home page. See the
Management Portal Login Page subsection for an overview of login requirements. In addition, each functional area requires access to particular resources; see the
Management Portal Web Application Structure subsection for more details.
Important:
Microsoft Windows 2003 Users Trusted Site Security Setting The first time you visit the management portal, you may receive a warning about the web site being blocked. When prompted, add the site to the trusted sites zone. InterSystems also recommends you allow session cookies for portal procedures to function properly.
Management Portal Login Page
Whether or not you must enter a username and password to use the portal depends on the authentication settings of the management portal web application (
/csp/sys). There are two conditions:
Unauthenticated Access Only
Neither requires nor accepts a username and password If the portal accepts only unauthenticated connections (the default setting for Minimal security installs), you do not require a username and password to access the portal; you bypass the
Login page when you use the methods in the previous section to start the portal. If navigation does bring you to the login page (by clicking
Logout, for example), you see the following message:
You are logged out.
Please click here to login.
Requires a username and password If your security settings require authentication for the management portal web application and you are not already authenticated on the system, the login page displays asking you to enter a
User Name and
Password. After entering these fields, click
Login to display the management portal home page.
Management Portal Web Application Structure
The main portal web application is
/csp/sys. To provide enforcement of privileges within the management portal, the portal is further split into distinct web applications. The management portal itself is not responsible for preventing non-privileged users from performing actions: this is handled by the system API methods that the portal calls. The portal does, however, attempt to keep non-privileged users out of restricted pages to prevent
<PROTECT> errors.
There are four types of user for the portal, which roughly correspond to predefined resources within Caché:
Management Portal Overview
This section describes the various elements of management portal pages, as shown in the following figure.
Management Portal Home Page
The following sections describe each area of the management portal:
Note:
Moving your cursor over a menu item displays a description of that item.
Management Portal Title Bar
The left side of the management portal title bar displays the following commands:
-
Menu Displays a list of common tasks based on the roles the user holds.
-
Home Displays the management portal home page.
-
-
Help Displays the online documentation (help) for the page/topic you are viewing.
-
Logout Logs you out and brings you to the
Login page of the management portal.
-
-
Note:
The locator bar does not list every page in the path. You can always navigate to a page that is not included by clicking
Home to return to the management portal home page and using the search tool, which is described in the
Management Portal Ribbon section of this chapter.
The center part of the management portal title bar displays the following information:
-
Server The name of the server running Caché.
-
User The name of the user logged into the management portal.
-
Namespace The name of the namespace currently being used.
Note:
To change the current namespace, click
Switch and select the namespace in which you want to do your work.
-
Licensed to Customer name that appears in the license key information.
-
Instance The name of the Caché instance running on the server.
The right side of the management portal title bar displays the name of the product you are using.
When you are on the home page, the management portal ribbon functions as follows:
-
The left side of the ribbon displays buttons that let you specify how you want to display links in the management portal navigation pane (view modes); for more information, see the
Management Portal Navigation Pane section of this chapter.
-
The center part of the ribbon lets you
search for a page in the management portal. When you specify a word that appears on one or more pages, and press
Enter, a list of all pages containing that word is displayed; then, you can click the destination page you want to display without having to navigate through the submenus/lists/icons.
Search Tool
-
When you are on a page other than the home page, the management portal ribbon (if present) functions as follows:
Management Portal Menu Column
The management portal menu column links to the functional areas of Caché and InterSystems products (for example, DeepSee) that you have installed:
-
Home Displays the management portal home page.
-
-
-
-
Management Portal Navigation Pane
The management portal navigation pane initially displays the following:
-
-
View (Navigation modes) Columns, lists, icons, and search tool that lets you navigate to a specified page.
Note:
In addition to using views to navigate the management portal, you can go directly to a page via the search tool, which is located in the ribbon; for more information, see the
Management Portal Ribbon section in this chapter.
The home page contains the following sections:
-
Favorites Lists Management Portal pages you have selected as favorites (see
Action Pane); you can click each page title to go directly to that page.
-
-
Recent Lists the most recent pages you have displayed since the last time Caché was started.
-
Links Links to pages you might want to visit.
Depending on the navigation mode you select in the management portal ribbon, the navigation path is displayed as follows:
-
Columns view Displays page in columns; this is the default mode.
Note:
This is the view you use to select favorites and assign custom resources; for information, see
Action Pane.
-
List view Displays page names in drop-down list.
-
Icon view Displays page names as labeled icons.
The
columns view displays submenus that you use to reach a destination page. If you click on a title/name in the final submenu, the destination page is displayed; if you click inside the box but not on the title/name itself, the
Action Pane is displayed.
Columns view
The action pane explains a menu option and lets you perform several actions related to it. To display the action pane, while in
Columns view, click inside the box that surrounds an option in the final submenu, but not on the option itself. You can do the following in the action pane:
-
-
Note:
If the name of a resource is truncated in the action pane, move the pointer over the name to see it in its entirety.
-
Go to the destination page by clicking
Go.
The action pane is available only in Columns view. When you navigate to a page using list view, icon view, or the search tool, you cannot add it as a favorite or assign a custom resource.
The
list view displays lists that you use to reach your destination page, but does not let you specify a destination page as a favorite, or assign a custom resource. When you select the page you want to display, click
Go.
List View
The
icon view displays icons that you use to reach your destination page, but does not let you specify a destination page as a favorite, or assign a custom resource. To display the next level of icons or the destination page, double-click an icon.
Icon View
Management Portal Message Pane
System Overview Information
When you click
About on the title bar of the management portal, a table displays with the following information:
-
Version Specific build information for this instance of Caché including platform, build number, and build date.
-
Configuration Name and location of the configuration (
.cpf) file this instance is using.
-
-
-
-
-
Web Server Port Port number on which the private Caché Web server is running.
-
-
Licensed to Customer name that appears in the license key information.
-
Cluster support Indicates whether or not this instance is part of a cluster.
-
-
-
-
Preferred language for this session Drop-down list of languages in which the Management Portal has been localized and can be displayed. You can change the display language by selecting a new one from the drop-down. Initially, the preferred language for the browsing session is the one specified for the browser, or English if the browser language is not supported; after you select a preferred language in a particular browser, it is used by the Management Portal in that browser even if the browser language is changed.
Management Portal Functional Overview
The management portal is divided into the following functional areas for configuring and managing Caché:
The details of performing each task is contained in the appropriate Caché documentation. This document provides links to the appropriate section for each topic.
The system operator tasks are divided into the categories displayed in the
Operations portion of the management portal home page.
You can find the descriptions and explanations of these tasks in various places in the Caché documentation. Other chapters in this guide as well as the other guides in the
System Administration documentation set describe many of the system operator tasks. The following table displays each major task and lists the most appropriate documentation source for detailed information on the topic.
System Operation Tasks
The database management tasks are divided into the categories displayed in the
Data Management portion of the management portal home page. The following table displays each major subcategory and lists the most appropriate documentation source for detailed information on the topic.
Database Management Tasks
The system administrator tasks are divided into the categories displayed in the
System Administration portion of the management portal home page. The following table displays each major subcategory and lists the most appropriate documentation source for detailed information on the topic.
System Administration Tasks