Skip to content

Navigation

This page describes how the XAUTOMATA interface is organized and how to move between its main sections.


Interface Layout

The interface is composed of three elements:

  • a top bar — always visible, with navigation controls and user settings
  • a left sidebar — with the main section menu
  • a content area — where pages and dashboards are displayed

Interface layout

Fig.1 - Main interface layout


Top Bar

The top bar is always visible at the top of the screen.

Top bar

Fig.2 - Top bar

Element Position Description
Home (⌂) Left Returns to the home screen from anywhere in the platform
Back (←) Left Navigates back to the previous page
Notifications (🔔) Right Shows system notifications
User (👤) Right Access your profile and log out

Home Screen

Clicking Home brings you to the home screen, which acts as the starting point for customer navigation.

Home screen

Fig.3 - Home screen with customer search

The home screen displays:

  • a Search bar — type a customer name to filter the list
  • a Customers / Virtual Domains switch — toggle between browsing by customer or by virtual domain
  • a Favorites list — customers you have starred for quick access

Click any customer in the list to open their structure and navigate their infrastructure.


The left sidebar is the main navigation menu. Click any section to expand it.

Customers

The Customers section contains the repositories used to model organizations and their monitored infrastructure.

Subsection Contents
Client Repository Customers, Sites, Contacts
Objects Repository Groups, Objects, Metric Types, Metrics, Services

Use this section to browse the monitored infrastructure, inspect metric data, and manage organizational entities.

Tracking

The Tracking section provides tools to manage operational events and planned activities.

Page Purpose
Calendars Define time schedules for monitoring operations
Downtimes Schedule maintenance windows to suppress alerts
Dispatchers Configure automated actions triggered by monitoring events

Administration

The Administration section contains platform-level configuration tools.

Page Purpose
Users Manage user accounts and permissions
Virtual Domains Organize users, groups, and probes into scopes
Probes Manage monitoring agents
Probe Types View available monitoring integration types
Messages Configure notification content templates
Notification Providers Configure external delivery channels
Notification Provider Types View available notification integration types

Note

Administration pages are only visible to users with the appropriate permissions. Super Admin tools are visible only to Super Admin users.

At the bottom of the sidebar you will find links to Terms and Conditions, Contacts, and Support.


How to Navigate

The typical workflow in the platform follows this pattern:

  1. Open the home screen to select a customer, or use the left sidebar to go directly to a section.
  2. Within any section, use the pre-filter to search for records, then open them from the results table.
  3. Access dashboards from the left sidebar under the relevant customer context.

For a detailed explanation of how entity sections work (pre-filter, table, CRUD dialog, connections), see Working with Entities.


Visibility and Permissions

What you see in the interface depends on your account configuration:

  • sections and menu items you do not have access to are hidden or disabled
  • dashboards are only shown if your account has visibility over at least one widget they contain
  • records within sections are scoped to the customers and groups linked to your account

If you cannot find a section or a dashboard you expect to see, contact your administrator to review your account permissions.