Quickstart Guide

Menu bar

The Menu bar contains the File, View, Tools, and Help buttons.

File menu bar

The main application level File menu bar has the following functions:

File menu	Description
Configure Gateway	Displays the list of all other Gateways that you are connected to. Selecting one of the Gateways from the list opens the Gateway Setup Editor.
Connect to all Gateways	Enables all Gateways.
Disconnect from all Gateways	Disables all Gateways.
Workspace	Lists the names of workspaces you have previously used. A sub-menu that contains the following options: New — Gives you an option to save or not the current workspace configuration and loads a new default workspace. Open — Opens the workspace you selected from your directory. Open from URL — Opens the workspace using a URL. Save — Saves the current workspace back to the source file. Save As — Saves the current workspace as a new file. Save Copy As — Saves the workspace to the defined file. This does not make this file the current workspace. This is useful when you want to save a workspace for a third party without using it as your own workspace. Revert — Reloads the current workspace from its file without saving first. This resets your workspace to the time of the last saved. Workspace History — Displays the recently accessed workspaces. If the file name is already greyed out, then it is not accessible.
Import	Imports a component from the source file.
Exit	Gives you the option to save your workspace, and then closes the Active Console.

View menu bar

The main application level View menu bar have the following functions:

Name and Icon	View menu	Description
Layout	Layout	Lists the names of workspaces you have previously used. A sub-menu that contains the following options: Default — loads the default window layout. From workspace — opens an existing workspace layout from your directory. Workspace History — displays the recently accessed workspaces. If the file name is already greyed out, then it is not accessible.
Welcome to Geneos		Displays the getting started guide with Active Console.
State Tree	State Tree	Displays the State Tree component if it is hidden or closed.
Gateways	Gateways	Displays the Gateways component if it is hidden or closed.
Event Tickers	Event Tickers	Displays the Event Tickers component if it is hidden or closed.
Output	Output	Displays the Output Dockable component if it is hidden or closed.
Metrics	Metrics	Displays the Metrics component if it is hidden or closed.
Search Results	Search Results	Displays the Search Results component if it is hidden or closed.
Commands	Commands	Displays the Command component if it is hidden or closed.
Paths	Paths	Displays the Paths dockable if it is hidden or closed.
Active Dashboard Palette		Displays the Active Dashboard Palette component if it is hidden or closed. Adds content, such as background, line, shapes, and widgets into Active Dashboard.
Geneos Architecture Health		Displays the Geneos Architecture Health component if it is hidden or closed.
Items of Interest		Displays the Items of interest component if it is hidden or closed.
Managed Entities	Managed Entities	Displays the Managed Entities component if it is hidden or closed.
Active Dashboard	Active Dashboard	Displays the Active Dashboards component if it is hidden or closed.
Dockable Manager	Dockable Manager	Allows access to the Dockable Manager screen.

Tools menu bar

The main application level Tools menu bar has the following functions:

Name and Icon	Tools menu	Description
Settings	Settings	Describes the configuration settings of the current workspace.
Create Metric Overview	Metrics Overview	Allows you to quickly create a metrics overview.
Diagnostics	Diagnostics	Opens a diagnostic page in the web browser.
Search	Search	Defines a search over the data items.
Reporting	Reporting	Opens the Reports component.
Notifier Manager	Notifier	Launches the Notifier screen.
Time Definitions	Time Definitions	Opens the Time Definition Manager screen.
Workspace level Listview Settings	Workspace level Listview Settings	Allows you to define the settings used by all the list views in the workspace.
Gateway Setup Editor	Gateway Setup Editor	Launches the Gateway Setup Editor (GSE).
Table Column Settings Editor	Table Column Settings Editor	Displays the workspace level column settings models.
Path Editor	Path Editor	Allows access to the path editor. It has the DataItem Path Editor or the Geneos URL Editor as option.
Refactor Paths	Refactor Paths	Opens the Refactor Tool screen.
Custom Modifiers Manager	Custom Modifiers	Allows you to supplement the hard-coded modifiers that exist in the workspace with your own custom modifiers.
Attach all windows	Attach all windows	All detached windows or screen returns to Active Console.

Help menu bar

The main application level Help menu bar has the following functions:

Help menu	Description
Geneos Online Documentation	Directs you to the Resources online documentation site to access the Geneos' User Guide, Technical Reference, and How to guides.
About	Launches the Geneos Active Console screen with version information. You can also create a diagnostic file that can be used by ITRS Support in case of any technical problems.

Toolbar

The Toolbar displays the commonly used functions in Active Console:

Name and Icon	Name and Icon	Description
Save	Save the workspace	Saves the current workspace.
Workspace History	Workspace History	Displays recently accessed workspaces. If the file name is already greyed out, then it is not accessible.
State Tree	State Tree	Displays Gateways and their directory components in a hierarchical structure. You can choose between a physical view (Gateway/Netprobe) or a logical view (ordered by Managed entity metadata) to display the lists.
Configure Gateway	Configure Gateway	Opens the Configure Gateway screen that lists all active and connected Gateways to your Active Console. From this list, you can configure the selected Gateway through Gateway Setup Editor.
Metrics Overview	Metrics Overview	Allows you to easily create a metrics view by selecting the sampler available in your Gateway.
Workspace Settings	Workspace Settings	Opens the Active Console settings.
Reporting Tool	Reporting Tool	Launches the Reports screen.
Notifier Manager	Notifier	Displays the Notifier Manager screen.
Search for data items	Search	Defines a search over the data items.
SSO Login/Logout	SSO Login/Logout	Connects and disconnects to SSO.
Find	Find	Search a term in the current workspace.

Customise your dockable layout

Active Console user interface uses a docking component that allows you to customise its layout. This section walks you through the steps on how to move, combine, collapse, and unhide a dockable.

For more information, see Customise a Dockable.

Configure the Active Console settings

The Workspace Settings allows you to configure the settings of the current workspace. This includes the following settings:

• General
• Connection
• Database
• Gateway Hub
• System Tray
• Tooltips
• Advanced

Select your workspace

When you start up the Active Console, it allows you to select the workspace that you want to use. The Workspace Selection  presents some standard workspace options, and a list of the recent workspace files that you have used. You can also see the common errors that you may encounter.

Display and execute commands

To view the list of the recent and currently executing commands, see Commands Dockable.

To display the results of commands that generate output, see Output Dockable.

Create your own dashboard

You can create your own dashboard in Active Console. For more information, see Introduction to Active Dashboard.

Configure the list view

This section can help you display all the critical managed entities connected to Gateway, all data items that are snoozed, and all data items that are assigned to a user. Also, to know more about the list view settings hierarchy and workspace level list view, see List View.

Configure the table settings in the Metrics view

To configure the table settings in the Metrics view, see Table Column Settings Editor in Metrics Dockable.

Edit Geneos URL and data item paths

The Path Editor allows you to modify the Geneos URL and data item paths. For more information, see Path Editor.

Evaluate the XPaths

A path's score represents how expensive an XPath is, or how long it takes for the Active Console to evaluate the XPath. To know more about the element paths, see Paths Dockable and Scoring.

Import historical events from database

The Active Console is capable of retrieving events and chart data from database. For more information, see Import historical events from database in Event Tickers Dockable.

Manage your dockables list

To display and manage the list of all dockables in your workspace, see Dockable Manager.

Search data items

To define a search over all the data items known the Active Console, see Search Function and Search Dockable.

Schedule queries to take snapshots

The Reporting Tool provides information on how to schedule queries that can take snapshots of the system state.