Caché System Administration Guide
Using the Management Portal
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Caché lets you perform system administration and management tasks via a web application, the InterSystems Management Portal. An advantage of this approach is that Caché does not have to be installed on the system you use to manage an installation. Remote management of systems over a network, subject to access control established for the site, is now much easier. Cross-release compatibility issues are minimized because both the data and its formatting information come directly from the system being managed.

This chapter describes the following topics:
Starting the Management Portal
You can start the management portal in the following ways:
For information about the management portal, see Management Portal Overview in this chapter.
Depending on the authentication settings for your system you may have to log in before going to the portal home page. See the Management Portal Login Page subsection for an overview of login requirements. In addition, each functional area requires access to particular resources; see the Management Portal Web Application Structure subsection for more details.
Important:
Microsoft Windows 2003 Users Trusted Site Security Setting — The first time you visit the management portal, you may receive a warning about the web site being blocked. When prompted, add the site to the trusted sites zone. InterSystems also recommends you allow session cookies for portal procedures to function properly.
Management Portal Login Page
Whether or not you must enter a username and password to use the portal depends on the authentication settings of the management portal web application (/csp/sys). There are two conditions:
Unauthenticated Access Only
Neither requires nor accepts a username and password — If the portal accepts only unauthenticated connections (the default setting for Minimal security installs), you do not require a username and password to access the portal; you bypass the Login page when you use the methods in the previous section to start the portal. If navigation does bring you to the login page (by clicking Logout, for example), you see the following message:
You are logged out.
Please click here to login.
Authenticated Access
Requires a username and password — If your security settings require authentication for the management portal web application and you are not already authenticated on the system, the login page displays asking you to enter a User Name and Password. After entering these fields, click Login to display the management portal home page.
Note:
To change your password, click your name in the Management Portal Title Bar, which displays the change password dialog box.
Important:
You can look up the Authentication allowed settings on the Web Applications page (System Administration > Security > Applications > Web Applications) by clicking Edit in the /csp/sys application row.
Management Portal Web Application Structure
The main portal web application is /csp/sys. To provide enforcement of privileges within the management portal, the portal is further split into distinct web applications. The management portal itself is not responsible for preventing non-privileged users from performing actions: this is handled by the system API methods that the portal calls. The portal does, however, attempt to keep non-privileged users out of restricted pages to prevent <PROTECT> errors.
There are four types of user for the portal, which roughly correspond to predefined resources within Caché:
User Type Resource Web Application Tasks
Security Manager %Admin_Secure /csp/sys/sec View and edit list of users, roles, and other security tasks.
Manager %Admin_Manage /csp/sys/mgr Change system configuration and define backup sets.
Operator %Admin_Operate /csp/sys/op View system status pages and perform backups.
Explorer (public user) %Development /csp/sys/exp View home page, view classes, routines, and globals, and use SQL pages, provided the user has access to the appropriate resources.
Management Portal Overview
This section describes the various elements of management portal pages, as shown in the following figure.
Management Portal Home Page
The following sections describe each area of the management portal:
Note:
Moving your cursor over a menu item displays a description of that item.
Management Portal Title Bar
The left side of the management portal title bar displays the following commands:
The center part of the management portal title bar displays the following information:
In addition, you can display a predefined System Mode label (for example, This is a Test System); for information, see Memory and Startup Settings in the “Configuring Caché” chapter of the Caché System Administration Guide.
The right side of the management portal title bar displays the name of the product you are using.
Management Portal Ribbon
When you are on the home page, the management portal ribbon functions as follows:
When you are on a page other than the home page, the management portal ribbon (if present) functions as follows:
Management Portal Menu Column
The management portal menu column links to the functional areas of Caché and InterSystems products (for example, DeepSee) that you have installed:
Management Portal Navigation Pane
The management portal navigation pane initially displays the following:
The home page contains the following sections:
Depending on the navigation mode you select in the management portal ribbon, the navigation path is displayed as follows:
Columns view
The columns view displays submenus that you use to reach a destination page. If you click on a title/name in the final submenu, the destination page is displayed; if you click inside the box but not on the title/name itself, the Action Pane is displayed.
Columns view
Action Pane
The action pane explains a menu option and lets you perform several actions related to it. To display the action pane, while in Columns view, click inside the box that surrounds an option in the final submenu, but not on the option itself. You can do the following in the action pane:
The action pane is available only in Columns view. When you navigate to a page using list view, icon view, or the search tool, you cannot add it as a favorite or assign a custom resource.
List View
The list view displays lists that you use to reach your destination page, but does not let you specify a destination page as a favorite, or assign a custom resource. When you select the page you want to display, click Go.
List View
Icon View
The icon view displays icons that you use to reach your destination page, but does not let you specify a destination page as a favorite, or assign a custom resource. To display the next level of icons or the destination page, double-click an icon.
Icon View
Management Portal Message Pane
The management portal message pane displays general system information, and provides a link to the system dashboard. For more information about the dashboard, see the Monitoring Caché Using the Management Portal chapter of the Caché Monitoring Guide.
If the instance is a mirror member, the mirror it belongs to, its member type, and its status are also displayed in the message pane, along with a link to the Mirror Monitor (see Monitoring Mirrors in the “Mirroring” chapter of the Caché High Availability Guide).
System Overview Information
When you click About on the title bar of the management portal, a table displays with the following information:
Management Portal Functional Overview
The management portal is divided into the following functional areas for configuring and managing Caché:
The details of performing each task is contained in the appropriate Caché documentation. This document provides links to the appropriate section for each topic.
System Operations
The system operator tasks are divided into the categories displayed in the Operations portion of the management portal home page.
You can find the descriptions and explanations of these tasks in various places in the Caché documentation. Other chapters in this guide as well as the other guides in the System Administration documentation set describe many of the system operator tasks. The following table displays each major task and lists the most appropriate documentation source for detailed information on the topic.
System Operation Tasks
Menu Item Information
System Dashboard Monitoring Caché Using the Management Portal chapter of the Caché Monitoring Guide.
Backup Managing Caché Online Backups section in the “Backup and Restore” chapter of Caché Data Integrity Guide.
Databases Maintaining Local Databases section in the “Managing Caché” chapter of this guide.
Processes Controlling Caché Processes section in the “Managing Caché” chapter of this guide.
Locks Monitoring Locks section in the “Monitoring Caché Using the Management Portal” chapter of the Caché Monitoring Guide.
Journals Journaling chapter of the Caché Data Integrity Guide.
Shadow Servers Shadowing chapter of the Caché Data Integrity Guide.
Mirror Monitor Monitoring Mirrors section of the “Mirroring” chapter of the Caché High Availability Guide.
Task Manager Using the Task Manager section in the “Managing Caché” chapter of this guide.
System Logs Monitoring Log Files section in the “Monitoring Caché Using the Management Portal” chapter of the Caché Monitoring Guide.
System Usage Monitoring System Performance section in the “Monitoring Caché Using the Management Portal” chapter of the Caché Monitoring Guide.
License Usage Managing Caché Licensing chapter of this guide.
CSP Sessions CSP Session Management chapter of Using Caché Server Pages (CSP).
Background Tasks Background processes include any processes that are started via the Job command, plus any background server processes including CSP, Cache Direct, ODBC, or any of the objects bindings. See the JOB entry in the Caché ObjectScript Reference.
Diagnostic Reports Using the Caché Diagnostic Report chapter of the Caché Monitoring Guide.
System Explorer
The database management tasks are divided into the categories displayed in the Data Management portion of the management portal home page. The following table displays each major subcategory and lists the most appropriate documentation source for detailed information on the topic.
Database Management Tasks
Menu Item Information
Classes Caché Classes chapter of Using Caché Objects
SQL Introduction to Caché SQL chapter of Using Caché SQL
Routines User-Defined Code chapter of Using Caché ObjectScript
Globals Global Structure chapter of Using Caché Globals
Tools
Provides classes that you can use to record, randomize and playback HTTP-based scripts against various applications for the purpose of QA, scalability, and network load testing. See %WebStress in the InterSystems Class Reference for more information.
System Administration
The system administrator tasks are divided into the categories displayed in the System Administration portion of the management portal home page. The following table displays each major subcategory and lists the most appropriate documentation source for detailed information on the topic.
System Administration Tasks
Menu Item Information
Configuration Configuring Caché chapter of this guide
Security System Management and Security chapter of the Caché Security Administration Guide
Licensing Managing Caché Licensing chapter of this guide
Encryption Database Encryption chapter of the Caché Security Administration Guide