Introduction

You can perform various actions on resources. These options are displayed based on the type of resource.

Navigation: Follow these steps to navigate to the Actions menu:

  1. To select your client, click the Client/Partner dropdown menu.
    Note: You may either type your client’s name in the search bar or select your client from the list.
  2. Click Infrastructure → Search.
  3. You can either select a resource from the categories or use the search icon to search for resource.
  4. Hover over the resource name or anywhere in the row and click the Open in New Tab icon. The resource details page appears.
  5. Click actions (three dots) menu in the upper-right corner of the page. A popup appears with a list of resource actions.


Resource actions

The following table provides the list of actions along with detailed descriptions or steps to perform them:

ActionDescription/Steps
EditEdit resource details like Resource Type, Alias Name, Description, IP Address, Alternate IP, Serial Number, Purchase Date, Warranty Expiration Date, Keyboard Type, Encoding Type.
Some fields like Host Name, Resource Name, Make, Model, DNS Name, Operating System, Site cannot be modified. These are read-only fields.
Re-SyncThis option will re-discover the resource attributes in the background.
Assign Custom AttributeAllows you to assign custom attribute(s) to the resource.
Follow these steps to assign custom attribute(s):
  1. Click Action → Assign Custom Attribute.
  2. Select name and corresponding value from the dropdowns.
  3. Click ASSIGN CUSTOM ATTRIBUTE.
Assign CredentialAllows you to assign credential(s) to the resource.
Follow these steps to assign credential(s):
  1. Click Action → Assign Credential.
  2. Select credential(s) in ASSIGN CREDENTIALS window and click SUBMIT.
To learn how to add a credential, see Credentials.
UnmanageThis option will unmanage the device. Alerts associated with the device will become Obsolete and Suppressed and will be available in alert dashboard for a period of 3 months from current date.
Agents on the device will be uninstalled.
To unmanage the device:
  1. Click Action → Unmanage.
  2. Click YES.
Add NoteYou must have the appropriate permissions assigned to your user role to perform note operations.
Administration privileges are not required.
The same permission requirements apply to both Partner users and Client users.
Following are the permissions required to perform various actions:

ActionRequired Permission
View device notesDevice_View
Create a device noteDevice_Edit
Edit a device noteDevice_Edit
Delete a device noteDevice_Edit
Note: If you receive a You do not have permission. Please contact the Account Management Team error, contact your Administrator to verify that the required permission is assigned to your role.
To add a note:
  1. Click Action → Add Note.
  2. From the Add Note popup window that shows the selected resource, enter the subject for the note and the description. Set the validity for the note from the calendar.
  3. Click ADD NOTE.
    The new note appears at the top of the notes list with your username and timestamp. The NOTES count is updated and displayed.
You can click the NOTES count to add, edit, or remove note(s).
To add a note:
  1. Click +NOTE and follow the steps mentioned above to add a note.
To edit a note:
  1. Click EDIT.
  2. In the EDIT NOTE window, edit the required fields and click SAVE. The updated note appears with the revised timestamp.
To remove a note:
  1. Click REMOVE. Confirm the deletion in the confirmation dialog. The note is removed from the list.
Data Display Scenarios
The following table describes how notes are displayed based on user permissions and data availability:
ScenarioConditionDisplay
Notes exist, user has view permissionDevice_View permission assignedFull list of notes with author and timestamp.
No notes existUser has Device_View permissionNo notes available message appears.
User lacks view permissionDevice_View permission is not assignedNotes tab is not visible or returns permission error.
User has view but not edit permissionOnly Device_View permission is assignedNotes are displayed and are read-only; Add/Edit/Delete buttons are hidden.
User has only Administration privilegeNo Device_View assignedAdd/Edit/Delete buttons are not displayed; Administration alone is insufficient.
Copy IDThis option will copy the Resource UUID to the clipboard.
DeleteThis option will delete the selected resource.
  • After removal, resource must be on-boarded again.
  • Device mapped to Master Agent will not be deleted if there is a management profile assigned to it.
  • Alerts associated with the device will become Obsolete and will be available in alert dashboard for a period of 3 months from current date.
  • For resources that have an agent installed, this will remove the agent from the host machine in addition to removing the resource from OpsRamp.
To delete resource:
  1. Click Action → Delete.
  2. Click YES.
Execute CommandThis option appears only if Agent/Gateway is installed on the resource.
To execute a command:
  1. Click Actions → Execute Command.
  2. From the Execute Command popup, select a command from the Command Name dropdown and provide the required information in the fields (based on the command name selected the fields that populate differ).
  3. Click Execute Command.
Launch Remote SessionThis option appears only if Agent/Gateway is installed on the resource. It is applicable for Classic Gateway, Windows and Linux devices.
To launch remote session:
  1. Click Action → Launch Remote Session.
  2. Enter all the mandatory information in the Launch Remote Session popup window:
    • Select a console from the existing list.
      (or)
      Add a new console.
    • Enter the Ticket Id/Alert ID.
    • Activity Log Notes: Enter the activity log notes information. This is a mandatory field.
    • Enable upload or download: Select to upload or download a file to the console.
    • Protocol Security: Select the protocol security: NLA or TLS.
    • Select an existing credential or enter the credentials.
  3. Click LAUNCH and execute the file that is downloaded on your local computer.
Add Maintenance WindowThis option allows you to schedule maintenance window on a resource.
To schedule a maintenance window:
  1. Click Action → Add Maintenance Window.
    The Add Maintenance Window popup dialog box appears.
  2. For more information on how to schedule a maintenance window, see Scheduled Maintenance.
View Network PerformanceThis option allows you to view network performance for the resource selected.
To view resource network performance:
  1. Click Action → View Network Performance.
    The Network Performance Management page appears with top conversations and other information.
See Network Performance Management for more information.
View TopologyThis option allows you to view topology map for the resource selected.
To view topology map:
  1. Click Action → View Topology. The Topology Explorer appears with the resource and its connected nodes.
For more information on topology maps, see Topology Maps.
View Network TopologyThis option allows you to view network topology for the device selected.
To view network topology:
  1. Click Action → View Network Topology. The Network Topology Explorer appears with the network device and its neighboring devices.
For more information on Network Topology, see Network Topology Management - Beta.
View Rule LogsView rule logs from all policies applicable on the device, including Device groups, Service groups, Sites/Locations, Custom attributes, Credentials, Jobs, KB articles, Availability Rule, and Monitoring Templates.
To view rule logs:
  1. Click Action → View Rule Logs.
    The LOGS page appears.

The LOGS page displays logs information like Log generated time, status of the Log, resource name, and message.
To view Log Details:
  1. Click anywhere in the row to view the LOG DETAILS slide-out.
    The slide-out contains details including Resource Name, Policy Name, Template Name, Resource UUID, Filter Criteria.
    It also displays information related to attributes like FilterCriteria, Values, isSuccess, resourceName, resourceUuid.
You can filter logs based on their status: Success, Failed, and Info.
  1. Click the filter dropdown and select the desired status to view the logs.
You can filter logs for a specific time period.
  1. Click the calendar icon and select the time range.
  2. Click APPLY. The logs are filtered and displayed.
View Matched RulesLists all the matching policies or rules applied to a device. These policies include Device groups, Service groups, Sites/Locations, Custom attributes, Credentials, Jobs, KB articles, Availability Rule, and Monitoring Templates.
To view matched rules:
  1. Click Action → View Matched Rules.
    The MATCHED RULES page appears.
Matched Rules page
The MATCHED RULES page displays information like Rule Name, Unique Id, Rule Type, Updated On, and Updated By.
To view Rule details:
  1. Click anywhere in the row to view the RULE DETAILS slide-out.
    Matched Rules summary slide-out
The Rule Details slide-out displays detailed information about a selected rule. It provides a comprehensive view of rule and configuration.
ColumnDescription
Resource NameName of the resource.
Rule NameIdentifies the specific rule being viewed.
Note: The system displays the rule type together with the created rule name.
Examples:
CREDENTIAL_SET_POLICY_credential name
TAG_VALUE_POLICY_custom attribute_value
Resource UUIDUnique identifier (UUID) for the resource.
Global RuleDetermines if the rule applies globally across all clients or is client-specific.
Client Matching TypeSpecifies how clients are matched against this rule.
Rules Matching TypeDetermines evaluation logic (ALL rules must match, ANY rule matches, etc.)
Rule ConditionsDetailed conditions that must be met for the rule to apply.
Search ConditionsQuery conditions used to search and match resources.
ActionsThe actions to be executed when rule conditions are met.