4.3 Web Interface Toolbar

The PlateSpin Transformation Manager Web Interface toolbar gives you access to the key product features described in Table 4-2.

Figure 4-1 PTM Web Interface Toolbar

Table 4-2 Toolbar Options

Icon

Option

Description

Dashboard

The Dashboard tab provides a summary view of status and health information about workload transformations. It also provides convenient access to planning events, bookmarks, and recently viewed pages.

NOTE:Information is restricted based on the permissions associated with the user’s assigned role.

 

Workload Status

The Workload Status panel in the Dashboard provides the total number of workloads for the project, wave, or batch currently being displayed, and the counts for those workloads in each transformation state, on hold, and with health warnings. Click the category title or value to open a Workloads list with the related member items.

  • Total Workloads

  • Imported

  • On Hold*

  • Defining

  • Submitted

  • In Progress

  • Completed

  • Warning*

* Workloads that are On Hold or have a Warning are counted in one of transformation categories, and are also tallied separately.

 

What’s Happening

The What’s Happening panel in the Dashboard displays key planning events for workloads on the current date, a specified period, or a custom day or period. Users can easily see and do the important tasks for the day or an upcoming date, without performing navigation or complex queries.

 

Bookmarks

The Bookmarks panel in the Dashboard lists the personal bookmarks for the logged-in user. Bookmarks retain the state of the page or dialog visited. You can easily revisit favorite pages or dialogs without performing repetitive and complex queries. You can also share bookmark URLs with colleagues and stakeholders. Transformation Manager honors the role-based permissions when it displays the page.

 

Recently Viewed

The Recently Viewed panel in the Dashboard displays links to pages and dialogs that the logged-in user has recently accessed for View or Edit actions. Duplicate instances with the same URL are represented by a single entry. You can quickly return to a location without repeating the navigation or complex search criteria. You can share the URL with colleagues, or add the link to your bookmarks. Transformation Manager honors the role-based permissions when it displays the page.

Planning

The Planning tab enables users to configure the following information for your transformation project:

  • Projects

    The PTM System Administrator (or Administrator user) creates the project and assigns a user to the Project Manager role.

  • Waves

  • Batches

  • Applications

  • Workloads

Users

The Users tab enables the PTM System Administrator (or member of the Administrators group) to configure and manage the following objects for transformation projects:

  • Organizations

  • Users

    • User accounts

    • User role assignments

  • Groups

    • Group accounts

    • Group role assignments

Users can modify the password for their own PTM user account.

Platforms

The Platforms tab enables users to add and manage platforms that a project will use as migration targets.

PTM automatically discovers information about the platform and its associated resources. You can exclude a resource to hide it in planning menus.

Resources

The Resources tab enables users to configure the following information for a transformation project:

  • Credentials

  • Migration Servers

  • Environments

Configuration

The Configuration tab enables the PTM System Administrator (or member of the Administrators group) to manage the following application features:

  • Connectors

  • Migrate Connector

  • Operating Systems

Global Project Selector

The Global Project Selector (GPS) enables users to narrow the scope globally to a single project for the information displayed and acted on. When GPS is enabled, the dialogs automatically complete fields for the project and its parent organization.

Expand the menu to select from projects available to the logged-in user. The selected project name and its parent organization image (if available) displays in the GPS area.

Bookmarks

The Bookmarks menu provides a list of bookmarks to pages, dialogs, and queries that the logged-in user has saved.

Help

The Help menu provides links to help pages for your current location, help for common tasks, a link to online documentation, and information about the product.