1.8 Key Administrative Tasks in the Web Interface

After you deploy the PlateSpin Transformation Manager Appliance, most of your administrative interaction with the PTM Server occurs through the Web Interface. This web-based planning tool allows access to configuration settings anywhere on a range of devices. You use the following key Web Interface components to set up system-level settings for projects.

1.8.1 Configuration

Configure global settings that apply across all projects:

  • Connectors: View a list of PlateSpin Migrate Connector instances used in your PlateSpin Migrate Factory or PlateSpin Discovery environments. It displays the health of the Connector connection to PTM and its project assignment.

    For more information, see Monitoring Connectors.

  • Licenses: View license information, including the start date, expiration date, and the number of licenses remaining in each license block.

    For more information, see Managing Licenses.

  • Migrate Connector: Configure default global settings for PlateSpin Migrate Connector instances used in your transformation environment. They govern interactions between each Connector and one or more PlateSpin Migrate servers assigned to it.

    For more information, see Configuring PlateSpin Migrate Connector.

  • Operating Systems: Configure default global operating system types. OSes in this list are available to all projects.

    For more information, see Configuring Operating Systems.

1.8.2 Users

  • Define organizations, users, and groups.

  • Assign users to the Administrators group for elevated privileges and responsibilities normally associated with the default PTM System Administrator user you created during the installation of the PTM Appliance.

    For more information about the default PTM System Administrator user, see Administrative Users for the Web Interface in the PTM 2 Appliance Guide.

  • Assign users to project roles:

    • Project Managers

    • Project Architects

    • Migration Specialists

    • Dashboard Viewers

    The multi-tenant architecture controls access for each user account based on the assigned roles.

For more information, see the following related topics:

1.8.3 Planning

  • Project: PlateSpin Transformation Manager creates a default project called My Project. Administrator user perform the following tasks:

    • Create one or more projects for each organization.

    • Define custom variables to use for each project.

      You can use custom fields to add project-specific details for each workloads, such as budget IDs, contact information, and tags to track logical or business associations among workloads. Custom fields are available in Advanced Search and Bulk Edit forms when the Global Project Selector is set.

      Project managers can also set custom fields.

    • Set the start and end dates for the project. Child objects automatically inherit dates from their parents. Dates can also be set explicitly on child objects.

      Project Managers can also set project dates.

    • Delete projects.

For more information, see Managing Projects.

After the project is configured, a user in the Project Manager role can configure waves, batches, and applications for the project.

1.8.4 Dashboard

The Dashboard provides summary information to show how much progress the team has made in completing work.

  • Custom metrics: Key stakeholders can view progress metrics by project, wave, and batch, according to their assigned roles and needs.

  • Project progress: Workload Status shows the total number of workloads and their current status as imported, on hold, defining, submitted, in progress, completed, and warning. Each category provides a link to a list of workloads in that category.

For users in project roles other than a Dashboard Viewer, the Dashboard provides tools to enhance a user’s ability to see an do the important things today. All links honor the view and edit permissions of the user role.

  • What’s Happening: The What’s Happening panel displays key events for the current week, a specified time period, or custom dates. Users quickly know what workloads to work on today, and what workloads to prepare for an upcoming date.

  • Bookmarks: The Bookmarks panel displays the user’s personal bookmarks. Bookmark URLs capture the state of the page or dialog visited. Users can easily revisit favorite pages or dialogs without performing repetitive and complex queries.

  • Recently Viewed: The Recently Viewed panel displays links to pages and dialogs that the user recently accessed for view or edit actions. Users can quickly return to a location without repeating the navigation or complex search criteria.