Using Docusnap365

Introduction

Getting started with Docusnap365 is done through a fully browser-based and easy-to-use web application. This represents the ‘Center’ for working with Docusnap365. With an appealing design, consistent navigation concepts and excellent performance, it contributes significantly to a positive user experience.

Workspaces

The Docusnap365 web application is divided into three areas:

• Navigation menu
• Header area
• Content area

Navigation menu

Getting to the desired information or action with as few clicks as possible is the main goal of navigation in Docusnap365. This is achieved with a two-level navigation concept. The first level is divided into the menu items Discovery, Discovery, Business and Documentation.

Discovery

In the “Discovery” area all wizards for the automatable discovery are accessible. In addition to the information and actions for “interactive jobs” and “scheduled jobs”, the IP hosts from the IP host discovery are also listed here.

Inventory

The “Inventory” is one of the central areas for documentation with Docusnap365. In this area, all objects of the IT infrastructure are assigned to segments - depending on their classification. The following segments are listed in the “Inventory” area:

• Hardware
• Systems
• Networks
• Services
• Management Services
• Identity Providers
• Accounts
• Software
• Data
• Passive Infrastructure

Business

While the focus in the “Discovery” area is designed for IT infrastructure objects, the “Business” area contains those objects that relate to the business environment and are essential for comprehensive documentation. Thus, the following segments are located here:

• People
• Business Services
• Applications
• Processes
• Departments

Documentation

In the “Documentation” area, reports, documents and plans can be generated to make information from the “Inventory” and “Business” areas available for further use.

Header area

Im Header-Bereich werden der angemeldete Benutzer und der Lizenznehmer des aktuell ausgewählten Docusnap365-Vertrag angezeigt. Folgende Aktionen sind über den Header möglich:

• Gear icon: Switch to the “Organization” area.
• Filter icon: Filtering the entire information in Docusnap365 based on the basic data.
• Bell icon: Open the Notification Center.
• Logged in user: Switch between Docusnap365 contracts and access to the user profile.

Content area

The content area is the largest area in the Docusnap365 web application. The following content is presented in it:

• Lists
• Data and Information
• Dashboards
• Relation Center
• Organization