Proactive Solution Management on Self-Help Portal

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Introduction

Proactive or Self-Heal solutions are solutions that run on endpoints at a regular interval without needing any input from users. Most of the time users will not know that they are running and they perform tasks like disk cleanup, maintain browser settings like proxy settings, popup blocker, maintain add-ins like skype among other tasks. Similar to Self-Help solutions, proactive solutions also need to be added on dashboard so that data can be accepted in tables.

Proactive Solutions exists at two places.

1 – Endpoints – A database of solutions and its details like numbers exists on endpoints. The scheduler refers to this offline database to run the solutions and send usage reports to server.

Below is how proactive solution database look at endpoints (filtered by isActive = 1)

2 – Dashboard – The similar database(with lesser fields) should be kept on server so that usage reports sent by endpoints can be stored.

The offline database keeps many other columns since they are used to determine how solutions are to be executed on endpoints. The database on server needs lesser fields since it is only used to store information.

This section refers to point 2 above. To create a proactive solution at server you should have a list of solutions and the numbers along with other details. This will only enable the solutions on server so that data can be accepted.

Add a Proactive Solution to online dashboard

1 – Login to Self-Help dashboard using super admin credentials

2 – Click on Dashboard

3 – Click on “Content Management” and then select “Proactive Solution”

The page will be shown listing all available proactive solution for the selected facility/ tenant.

4 – Click on “+PROACTIVE SOLUTION” at top right corner

5 – The “CREATE PROACTIVE SOLUTION” form will open

Name – Title of Solution that is to be shown in dashboard / reports.

Description – Description of solution

Solution Number – The unique solution number for solution. This is same as the one used in offline proactive database.

Status – Active/Inactive – Keep it active if you want to accept the data for this solution otherwise make it inactive if you want to use it later.

Tenant – Select the appropriate tenant for which you are creating Proactive solution. If you are seeing only one in this list then keep it selected.

Save – Saves the data and creates Tenant

5 – Enter the information and click on “SAVE” button to save the data.

A green notification appearing on bottom corner means data is saved. If there is any error please correct and save it.

The created Proactive Solution will be listed in the table below.

Note – During initial deployment add all the solutions from the list so that both online and offline database has exactly same number of solutions.

The table would look like below when all solutions are added as per offline database

Update solution

1 – Select the solution that is to be updated.

2 – Click on “EDIT” button. The details will be shown in “update proactive solution” form.

3 – Make the changes and click on “UPDATE”.

Delete solution

1 – Select the solution that is to be deleted.

2 – Click on “DELETE” button.

Note – When a proactive solution is deleted all its analytics data is deleted. You can also consider making it Inactive instead of deleting it in next section.

3 – The solution will be deleted.

Publish/Unpublish the solution

The solution can be kept in this section but will only be shown to users if it is published.

1 – Select the solution whose publish state is to be changed

2 – Click on “EDIT” button.

3 – Change Status to “Active” or “Inactive”

4 – Click on “UPDATE”.

Previous Create Notice for Online Self-Help Portal and Offline Application
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