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1. The Dashboard Tab

Once you log in to the Self Service user interface, you will see the dashboard screen by default. The Dashboard tab provides a quick summary of the services available, requests made, and their statuses as below:

  • Total Services

  • Current Services

  • Services Retiring Soon

  • Retired Services

  • Total Requests

  • Pending Requests

  • Approved Requests

  • Denied Requests

Dashboard Tab

Monthly Charges - This Month To Date

The Self Service user interface has added basic support for displaying monthly chargeback data of the computing and storage cost for the use of resources, in the currencies supported by the full administrative user interface. This provides a quick summary of where you are from cost standpoint to that point in the month. For more information about configuring chargeback rates in the full administrative user interface and how ManageIQ calculates chargeback costs, see Chargeback in the Monitoring, Alerts, and Reporting guide.

If you are on the first day of the month, there can be no data yet therefore resulting in zero dollar amount. Also, if you have a lot of data, it might not have rolled into the new month yet, resulting in no data and dollar amount for month to date.

2. The My Services Tab

The My Services tab lists all available services with a summary of information associated with each service, including the Service Name, its current Power State represented by an icon, Number of VMs, Owner, date Created, and Retires date. Additionally, you can see the chargeback cost per service for a virtual machine’s month-to-date usage. You can filter or sort services by those entities, and by Relative Cost.

On the same screen, you have the option to edit the service name and description, edit tags, set ownership, retire the service now or at a later date, or remove the service. You can also perform power operations on virtual machines by clicking more options (represented by three dots) next to the service.

sui services

You can perform most of these tasks in bulk (except editing service details and power operations). In order to do so, select multiple services and then click the designated button for the required task on the upper right corner of the screen.

Click on a service to view more details, including information about associated virtual machines and snapshots, and its relationship data. Additionally, under Resources, you can click on a virtual machine’s name to see its properties, and perform power operations at the resource level. Click on Snapshots or the camera camera icon icon to go to the snapshots page to see a list of available snapshots, as well as create or delete snapshots via the Configuration button. A snapshot is a copy of the virtual machine’s disk file (VMDK) that captures the entire state of the virtual machine at a point in time. Use Revert under more options (represented by three dots) to return a virtual machine to a previous state when you took the snapshot.

2.1. Accessing the HTML5 Console

Follow this procedure to get HTML5 console access to the virtual machine. The console is the remote control system that enables you to interact directly with your virtual machines.

  1. From the Services screen, click on the required service.

  2. In Resources, click the Access Button button next to the virtual machine and select Open HTML5 Console. ssui access console nb

The HTML5 console will open in a new window of your web browser. Note that you may have to enable the pop-up settings in your browser to access the console.

2.2. Setting a Retirement Date for a Service

Follow this procedure to schedule retirement for a service at a later date. For retiring a service immediately, see Retiring a Service.

  1. From the Services screen, click on the required service you want to schedule retirement for.

  2. Click the Service Retire Button button located on the upper-right corner of the screen, then select Set Retirement Dates. The Schedule Service Retirement window will appear. ssui schedule service retirement

  3. Set the Retirement Date.

  4. Select the Retirement Warning from the list.

  5. Click Save.

2.3. Retiring a Service

Follow this procedure to retire a service immediately. For retiring a service at a later date, see Setting a Retirement Date for a Service.

  1. From the Services screen, click on the service you want to retire now.

  2. Click the Service Retire Button button located on the upper right corner of the screen, then select Retire. The Retire Service Now window will appear to confirm your action. ssui retire service now

  3. Click Yes, Retire Service Now.

2.4. Setting Ownership of a Service

Follow this procedure to set ownership of a service.

  1. From the Services screen, click on the more options button next to the service you want set ownership for, then click Set Ownership. Alternatively, click on the service. Click the ssui service settings button button located on the upper-right corner of the screen, then select Set Ownership. ssui set service ownership

  2. Select an owner from the list.

  3. Select a group from the list.

  4. Click Save.

2.5. Adding and Editing Tags

Follow this procedure to add or edit tags for a service.

  1. From the Services screen, click on more options next to the service you want add or edit tags for, then click Edit Tags. Alternatively, click on the service. Click the ssui edit tags button button located on the upper-right corner of the screen, then select Edit Tags. ssui add edit tags

  2. To add a tag, select the tag category and value from the lists, then click the blue plus (+) sign as shown in the screen capture.

  3. To edit tags, simply change the value assigned to a category, or click on the cross sign in the tag to delete an existing tag.

  4. Click Save.

2.6. Removing a Service

Follow this procedure to remove a service.

  1. From the Services screen, click on more options next to the service you want to remove, then click Remove. Alternatively, click on the service. Click the ssui service settings button button located on the upper-right corner of the screen, then select Remove. A confirmation window appears.

  2. Click Yes, Remove Service.

2.7. Editing a Service

Follow this procedure to edit the name and description of a service.

  1. From the Services screen, click on more options next to the service you want to edit, then click Edit. Alternatively, click on the service. Click the ssui service settings button button located on the upper-right corner of the screen, then select Edit. An Edit Service screen appears.

  2. Edit the name and description of the service as required. ssui edit service

  3. Click Save.

2.8. Cockpit Integration

Cockpit is an interactive Linux server administrative interface. You can perform simple administration tasks such as starting containers, storage administration, network configuration, and inspecting logs. While Cockpit allows you to monitor and administer several servers at the same time, your browser connects to a primary server that runs the Cockpit web service through which connections to additional servers can be established.

The ManageIQ full administrative user interface and the Self Service user interface have enabled for users to access the Cockpit interface for a given virtual machine.

2.8.1. Accessing the Cockpit Interface

Cockpit must be pre-configured and running on the virtual machine.

You can open the Cockpit console for a virtual machine from the Access Button button.

  1. From the Services screen, click on the service associated with the virtual machine you want to open the Cockpit console for.

  2. In Resources, click Access next to the virtual machine and select Open Cockpit Console. A notification will appear to show the Cockpit interface is loading.

  3. The Cockpit interface for the virtual machine will open in a new browser window. If you get a security warning by the browser, you will need to add this connection to the security exceptions. Click Advanced → Add Exception → Confirm Security Exception. After that, you will see the login screen. Cockpit Login

  4. Once you have logged in, you will see the tabs for the dashboard and the individual machines added to Cockpit. Cockpit UI Unresolved directive in <stdin> - include::doc-Introduction_to_Self_Service_Portal/miq/topics/My_Requests_Tab.adoc[]

3. The Service Catalog Tab

The Service Catalog tab lists all service catalog items, displayed as tiles. These items must be configured on the administrative user interface before they will be accessible to the user here. You can filter or sort the service catalog items by Name, Description and Catalog Name.

Service Catalog

Click on a service to go to the page where you can enter the requested information in the dialog fields under Service and VM Name and VM Characteristics associated with the service. Note that there is now an ability to add dynamic dialog elements within the Self Service user interface, meaning you can include a particular dialog field where ManageIQ will communicate to the instance and method, obtain the required information, and enter the value in the field dynamically. After you have entered all information in the dialog fields, click Add to Shopping Cart.

Shopping Cart Model:

The Self Service user interface has adopted a shopping cart model for ordering services, instead of ordering them immediately. Click on the shopping cart icon at the top to view all services added to the shopping cart that are available to order. You can delete a particular service from the cart if required, and order the services in the cart all at one time. Or, you can even choose to clear all the services in the cart and exit.

Shopping Cart

If you click Add to Shopping Cart for the same item, you will see a pop up window alerting you that there is an identical item in the cart but if you want to add it anyway.

Duplicate Item in the Shopping Cart