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Getting Started
- 08 Nov 2024
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Getting Started
- Updated on 08 Nov 2024
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Immediately after logging into your Itential Cloud account, you will be redirected to the Admin Portal, a web-based user interface (UI) from which you can access and manage all aspects of your organization's Itential Cloud environment. Common use cases for the Admin Portal include:
- Launching or restarting your cloud-based Itential Automation Platform (IAP) instances.
- Performing administrative actions that affect your organization's entire Itential Cloud environment.
- Managing your Itential Cloud account.
Navigating the UI
The main elements of the Itential Cloud Portal UI are referenced in Figure 1.
Figure 1: Itential Cloud Portal UI
| Label | UI Element | Function |
|---|---|---|
| 1 | Sidebar | Displays icons used for navigation between pages in Itential Cloud Portal, including downloads. The available options in the sidebar depend on what applications the user is licensed to access. |
| 2 | Page Content | Displays the content of the current page, including tables and forms to perform automation actions and categorization. |
| 3 | Help Button | Displays links to user support resources. |
| 4 | Account Button | Displays links to account management actions. |
For licensed access, the Sidebar also displays a link used to download Itential Automation Gateway (IAG).
Orchestration
Orchestration allows administrators to launch and view all deployed Itential Cloud instances associated with their organization's environment, including the type, status and unique IDs for each instance. Environments detail is presented in tabular format.
Automation
Automation aggregates the operations that allow you to manage connected gateways and automation services against your organization's production infrastructure. For more ➟ Automation Service
Administration
The Admin Portal is divided into several administrative areas according to functionality.
| Page | Description |
|---|---|
| Users | Perform administrative activities related to the Itential Cloud accounts associated with your organization. |
| Groups | Delegate permissions to Itential Cloud accounts via group membership. |
| Service Accounts | Service Accounts allow access to the Itential Cloud APIs. |
| Products | Itential cloud-based offerings that deliver automation service for network orchestration. Availability depends on what products the user is licensed to access. |
| Downloads | Allows you to download the software you need for your environment. |
Downloads
The Downloads page gives you the ability to get any Itential software that you might need to run in your own environments as part of working with the Itential Platform or Itential Automation Service.
Use the links on the page to download the packages appropriate to your needs. You should verify the integrity of the downloaded packages using the SHA signatures.
To get to the Downloads page, select Administration → Downloads from the portal sidebar.
⚠ If you do not see the package you are expecting, your organization might not be licensed for it. You should contact your Itential Cloud administrator.
Getting Help & Support
Several links to support resources, such as user guides and training courses, are provided via the menu button at the upper-right corner of the Itential Cloud Portal UI. Upon selecting a link from the menu, you will be redirected to the relevant content in a new web browser tab.
When the “Get Support” menu option is selected from the help menu, users are directed to the Itential Service Desk customer support portal.
Using My Account
You can perform several management actions for the currently signed-in Itential Cloud account from the My Account page of Itential Cloud Portal. To access My Account:
- Click the user icon at the upper-right corner of the Itential Cloud Portal UI; a menu will appear.
- Select your username from the menu; you will be taken to the My Account page.
Figure 1: Accessing the My Account Page
The My Account UI is separated into two cards: Profile and Tokens.
| Card | Description |
|---|---|
| Profile | Allows you to manage information related to your account such as name and password. |
| Tokens | Allows you to manage the tokens you use to authenticate to Itential Cloud APIs. |
Figure 2: My Account
Changing Your Name and Email
If you are logged in through the Local identity provider, you can change the name associated with your account from the Profile card.
Resetting Your Password
If you are logged in through the Local identity provider, you can reset the password for your account, click Reset Password from the Additional Actions section of the Profile card. An e-mail containing a link to reset your account password will be sent to the e-mail address associated with your account.
Copying and Refreshing Access Tokens
To copy your access tokens, click the Copy to Clipboard 
icon in the relevant Cloud UI or Cloud API section of the Tokens card. Likewise, to refresh your access tokens, click the Refresh (↻) icon in the relevant Cloud UI or Cloud API section of the Tokens card.
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