Get Started

This topic provides a general overview of the Service Portal to get you started quickly.

Note: What you can see and do in the Service Portal depends on the permissions associated with the role that your administrator has assigned you. Unless otherwise noted, the procedures in this guide assume that users have the highest level of permissions.

Navigation

The left-side menu allows you to click through aspects of the Service Portal. You can collapse the menu to increase the size of the screen. The UI is responsive, too: when using the Service Portal on a smaller screen, the left menu automatically collapses.

Service Portal Menu: Expanded and Collapsed

Side-menu

Note: The options you see in the left-side menu depend on your permissions. For example, if you sign in to the Service Portal and use a Parent Organization view, you'll have a limited view for searching, cost analysis and reporting purposes only — you won't see the Dashboard, Service Catalog, or Service Request pages.

Depending on your permissions and setup, your Service Portal will open on one of these pages:

Service portal Dashboard

The Dashboard provides an overview of your services and service requests. You can click charts and objects in the dashboard to navigate to the associated page or report.

Cost Dashboard

Use the Cost Dashboard to view the costs of all services in your organization and do some basic analysis. Sortable tables, bar charts and pie charts show a wide range of views — from daily costs to your organization's most expensive services — and provide recommendations on how you can save money on your setup. Filters allow you to perform costing analysis on particular clouds or other criteria important for your business. Alerts can notify you of cost anomalies. The dashboard also provides drill-through capability so that you can fully explore areas of interest. For more information, see Using the Cost Dashboard.

Note: You must have the correct permissions to see the Cost Dashboard. In addition, the Cost Dashboard can't currently be used for Kubernetes resources.

View your resources

You can view your resources, such as VMs and services, in two ways:

  • Use the My Resources widget on the Dashboard.
  • Select My Resources in the left menu.

The My Resources page shows you all of the resources you're allowed to see.

Service summary page

When you click a service name on the My Resources page or dashboard, the summary opens with the following information:

  • Details: Provides information for a customizable list of service properties. To change what properties appear in the details see Customize properties in the Details.
  • Guest OS Details: Provides information about a VM's guest operating system. If your system administrator has integrated with Puppet Labs® or Chef, an additional tab provides VM information specific to Puppet or Chef.
  • Estimated Cost: Shows a summary chart of the estimated costs for the service. You can adjust the time range of the cost summary data. Click the Cost Dashboard link in the cost panel to view the costs of all services in your organization and do some basic cost analysis.
  • Recommendations: Shows rightsizing recommendations and provides related actions. For more information about rightsizing recommendations, see Rightsizing VMs and Instances.
  • Performance: Shows how a VM is performing and what issues may be affecting its performance. Performance data is retrieved from the cloud account and may not be available for all of your VMs.
  • Events from the last 30 days: Shows a list of events that have occurred for that service. Events can be independent of user action and can be initiated outside the system, such as in the AWS console. For example, if a VM's IP address changed, this would be shown only in the VM's Events drop-down panel and not in the Tasks drop-down panel or the Tasks page.
  • Tasks from the last 30 days: Shows a list of tasks that have occurred for that service. If you're trying to troubleshoot why a VM was powered off, you may need to review both tasks and events.

Note: The properties, panels and commands displayed depend on your permissions and the virtualization platform.

Perform operations on VMs and services

You can perform operations for one or more VMs from the My Resources page or for a single VM on the VM's summary page.

Service commands

When you select a service, the last-used operation is listed on the button. The drop-down menu lists the operations you have permission to run for the service's current state.

From the My Resources page

  1. Select one or more services by clicking anywhere in a row except the blue hyperlinked service name. Ctrl-click or shift-click to select multiple services.
  2. Select a command from any of the drop-down menus at the top of the page. Or, if the command you want is already active, select it to run the command.

From a service's summary page

Select a command from any of the drop-down menus at the top of the page. Or, if the command you want is already active, select it to run the command.

You can perform tasks such as running power commands, opening a console connection, setting an expiry date and assigning ownership. See Daily Operations to learn how to perform the most common service management tasks.

Request a new service and changes to services

The Service Requests widget shows you the status of your service requests. Select any of the links to drill through to a list of service requests. From this list, select any request ID to view request details. You can always see exactly where your request is in the approval and provisioning process.

To start a new service request:

  1. Select Service Catalog in the left menu.

    The Service Catalog appears.

    1. Click Add Service next to a service catalog entry in the list, or click on a thumbnail (if displayed as thumbnails instead of a list).
  2. Complete the form and click Next.

    Note: If your administrator has provided you with permissions to view cost information, as you configure the service request, the cost for the service is automatically updated and is displayed at the top of the page.

  3. Review the details and click Submit.

To request a change to an existing service: Select the service, and in the Actions drop-down menu, select Resource Change Request (CPU/Memory/Disk).

To share exact VM configurations with other users (for example, to allow someone else to troubleshoot an issue): Select the VM, and in the Actions drop-down menu, click Share VM.

Track service requests

  1. Select Service Requests in the left menu or click a link in the Services Requests widget on the Dashboard.
  2. You can filter the list as explained in Filter lists to quickly find what you need.
  3. If you recently submitted a request, click to refresh the list.
  4. To view request details, click the request ID, or click the service name in the Target Service column.

Filter lists to quickly find what you need

Most tables allow you to limit the results displayed by entering text in the search box.

Some tables, such as the Service Requests table, allow you to filter individual columns by clicking the Filter icon. Column selectors appear, allowing you to select a filter, or enter text to filter on.

service request list

Set up reports

By default, the Reports page contains three saved reports, but you can create your own. Click any of the reports to drill through to a list of services.

To create a new report:

  1. Go to the Reports page and click Create Report.
  2. Give the report a unique name.
  3. Select whether you want to search for information about Virtual Machines, Virtual Services, Service Requests or Software.
  4. Set the filters.
  5. Click Search.
  6. Make sure the results are displayed the way you want them (for example, if you add or remove columns or set the column sort order, these settings are saved along with your search parameters).
  7. If you'd like to schedule this report, configure the schedule, notification and aggregate drop-down panels.
  8. Click Save.

    You're returned to the Report page and your new report is added to the list of reports. If you configured report scheduling, the next run is displayed under the report name.

Switch your organizational view

If you're a member of multiple organizations, or if you have permission to view all services in your organization, a down arrow is displayed to the right of your organization name. The menu allows you to switch organizations or switch between viewing your services and all organization services.

switch organizations

When you're a member of more than five organizations, a search field and a scroll bar appear. The search uses a "contains" match to narrow down the list of organizations. See Multiple Roles and Membership in Organizations for more information.

To switch your organization view, click the down arrow and select another view in the drop-down list.

Delegated administration and organization management

You may also have permission to manage organization members, approve service requests and manage quotas for your organization.

What if I don't see what I expect to see?

Ownership controls what services you see. For example, you may be an owner of a service, or you may have permission to see all of your organization's services.

Your Service Portal role and its associated permissions dictate what commands you can run on the services you can see. For instance, if you have permission, you can reconfigure VM resources, but if not, then you must submit a change request to reconfigure VM resources.

Other users can't see or manage your services unless they have the appropriate role and have been assigned ownership.

The commands available for services can also depend on the service's state. For example, if a VM is powered off, you won't see the Stop VM command.

See also:

Monitor your Resources

For most widgets, the Updates Available icon appears when new data is available. Click to refresh the content of the widget or click in the top-right corner of the dashboard to refresh all widgets.

  • The My Resources widgets lists the resources, such as VMs and services, for which you're the primary owner. You may see additional VMs if you have permission to view all services for an organization.
  • The Reports widget provides quick access to up to four existing reports.
  • The Service Requests widget shows the status of your service requests.
  • The Costs widget shows the total CPU, memory and storage costs for all services you're allowed to see.
  • The Quota Usage widget shows your quota usage as well as usage by other members of your organization. If quota limits are configured for each destination you have access to, a Destination drop-down allows you to view quota usage on other destinations.
  • The VM Performance widget shows the number of VMs with a weekly peak value CPU Usage or Memory Usage in the range of 0-60, 60-80, or 80-100%. To learn how to view full performance metrics for your VMs and services, see Monitoring VM Performance Metrics. If you have permission, you also see any recommendations generated for your VMs.