Explorer Home page, questions and responses
The action approval workflow
- Tagging client devices
Using Device Criticality
Exporting data from Tachyon Explorer
Checking device details and connectivity
Tachyon Activity Record
- Introducing Explorer
Using Guaranteed State
Using Patch Success
On the Adding properties - tutorial page we set up a scenario with three departments whose devices we want to manage using Tachyon. The three departments are Finance, IT Support and Sales. We want to map these departments onto the devices in our example by setting tags. The only thing that links the devices is the departments they belong to and this is known according to the FQDN of the devices. The best way to handle the setting of the tags is to use a question where the coverage is set to a list of FQDN for a particular department and follow that with an action that sets the tags for that department.
The following table shows the department mapping we want to model using tags:
Our example environment, as shown in the picture opposite, is obviously very small but the advantages will be seen for much larger examples, where each department's set of devices may run into the hundreds or even thousands.
Choosing the right question
To run an action you first need to ask a question, but which question should you ask?
Fundamentally, questions return a list of device names, with associated information. This list of device names can then be used to target the devices on which to run actions.
There are many different circumstances, questions and actions that may be used, but generally the question selected should try to meet the following guidelines:
- The question should identify a superset or the set of devices that you want to run the action on. Question responses can always be refined by setting coverage, response filters or view filters.
- Avoid questions that retrieve information that isn't relevant to the action. This is mainly to avoid unnecessary network traffic.
In our example we will select the question How many of each operating system version are installed?.
We choose this question because:
- We want a question that would get a response from all devices and we'll apply a coverage that selects the devices we want using their FQDN
- The question does not return much unnecessary information.
Setting coverage tags
For our example the user TCNActioner01, with the Tachyon global actioner role, is going to set the tags for the finance department devices. The animation opposite illustrates the following steps:
- TCNActioner01 selects the How many of each operating system version are installed? question
- After the question has been selected they then edit the question parameters, expand the Coverage heading and enter the FQDN for the devices in the finance department into the field under the Device List (FQDN) heading. To save the list to the question they click on Set.
- Asking the question, by clicking on the Ask the question button, gets two responses from the two devices named in the FQDN list
- Having got back the responses they were looking for they now run the follow-up action that will set the correct tags for those devices. The action is selected from the Actions tab.
- They type set coverage into the edit field and then select the Set coverage tag <tagname> to <tagvalue> action
- The parameters for the action are populated from the coverage properties and values that have previously been set by an extended properties administrator. They set the <tagname> to Department and the <tagvalue> to Finance
- After setting the values they click the Perform this action button
- The action is subject to confirmation, authentication and approval. They first confirm their credentials by entering their password
- When challenged to provide an authentication code TCNActioner01 then checks their email, copies the code and pastes it into the challenge dialog
- Now TCNApprover01, a global approver, will be sent an email, using the link at the bottom of the email they navigate to the Tachyon Explorer and approve the action
- The action now runs and the responses appear to TCNActioner01. Here you can see the two devices that were targeted using their FQDN have responded and the tag with the property name Department and a value of Finance has been set.
Having set the tag for the finance devices the exact same approach can be used to set the tags for the other two department's devices. Once all the tags have been set, questions can be asked with scopes that target the tags, as described in Using tags to set the coverage for a question - tutorial.