1.5 Web Interface Components

Most of your interaction with the PlateSpin Transformation Manager Server occurs through the Web Interface. This web-based tool allows access to project information from anywhere on a range of devices. You use the following key Web Interface components to efficiently manage your transformation projects for one or more organizations.

1.5.1 Dashboard

  • Allow key stakeholders to view statistics by project, wave, and batch.

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

  • Workload Breakdown shows core statistics by the transformation method and operating system.

For more information, see Section 6.2, Using the Dashboard.

1.5.2 Planning

  • Create projects for one or more organizations.

  • Plan large-scale transformation projects in manageable chunks by grouping the workload transformations in waves and batches.

  • Set the start and end dates for projects, waves, and batches. Child objects automatically inherit dates from their parents. You can also set dates manually.

  • Bulk import the source workload information for your project.

  • Assign workloads to batches through individual or bulk edits.

  • Define custom workload components to use for each project, such as applications, custom fields, disks, and NICs.

  • Define the appropriate transformation configuration for each workload.

  • Use powerful forms for advanced search and bulk edit to achieve fast and efficient workload manipulations of multiple workloads at a time.

  • Migration Specialists use the workload information to execute their assigned workload transformations and to set the workflow status.

  • Custom fields allow you to add project-specific details to all workloads, such as budget IDs, contact information, and tags to track logical or business associations among workloads.

  • Global project selector allows you to automatically filter lists to a specific project. When it is enabled, the project’s custom fields appear in the Advanced Search form and Bulk Edit form.

For more information, see Section 6.1, Planning. See also the following related topics:

1.5.3 Users

  • Define organizations, users, and groups.

  • Assign users to the System Administrator role for elevated privileges and responsibilities.

  • Assign users to project roles:

    • Project Managers

    • Project Architects

    • Migration Specialists

    • Dashboard Viewers

For more information, see Section 5.1, About PlateSpin User Management. See also the following related topics:

1.5.4 Resources

Define custom workload components for each project:

  • Credentials

  • Hosts

  • Networks

  • Datastores

  • Environments

  • Migration servers

  • Resource pools

For more information, see Section 12.0, Managing Resources.

1.5.5 Configuration