Working with the SmartWorkflow GUI

In This Section:

SmartWorkflow Session Information

When you open the SmartWorkflow tab, you see SmartWorkflow Session Information. It shows detailed and comparative information:

List of Changes: Rules and objects added, changed or deleted during the session.
Change Details: Data for the selected item in the List of Changes: property name, newest value and last value for changed objects, rule changes (click Show Changes).

SmartWorkflow Toolbar

The SmartWorkflow Session Information toolbar shows the available commands.

The options you see depend on the SmartWorkflow mode that has been configured:

Track changes without sessions - When SmartWorkflow was enabled, the Use SmartWorkflow for visual change tracking option was selected. This allows policy installation without approval.
Track changes with sessions - When SmartWorkflow was enabled, the Use SmartWorkflow to track, review, and require approval for changes option was selected.

Option	Description	Visible in Track Changes Mode
Submit for Approval	Opens the Submit Session window.	With sessions
Discard Changes	Deletes all changes made in the current session.	With sessions
Show Report	Shows a summary of the changes made in the current session.	With sessions Without sessions
Show Audit Logs	Opens SmartView Tracker, to the Records with Session predefined query.	With sessions Without sessions
Manage Sessions	Opens the SmartWorkflow Session Management window.	With sessions
Highlight Changes	Turns on and off the highlighting of objects changed during a session.	Without sessions
Settings	Opens Global Properties > SmartWorkflow.	With sessions Without sessions

The main SmartDashboard toolbar also has buttons to move chronologically between changed or added objects.

All of the options on the toolbar can also be accessed from the SmartWorkflow menu (Launch Menu > SmartWorkflow).

SmartWorkflow Session Management Window

The Session Management window displays all sessions submitted, approved, or in progress, for which a policy is not yet installed. The Session Management window is not available if sessions are disabled.

To see the session status:

Click Manage Sessions in the SmartWorkflow toolbar.
Place the mouse pointer on the icons in the Status column to see the session status values.

Session status:

Session Status	Description
In Progress	Session is in progress.
Waiting for Approval	Session was submitted for approval.
Not Approved	Session is not approved and the manager requested repairs.
Repaired	Session was changed. It must be submitted for approval again.
Approved	Session has approval.

Other data:

ID: Unique session ID assigned to a session.
Name: Session name.
Submitted By: Administrator who submitted a session for approval.
Submitted At: Date and time that a session was submitted for approval.
Notes: Last note associated with a session.
Notes History: All notes associated with a session.

The action buttons are available for the selected session, if it is in a certain state. This table shows when the buttons are available.

Action	In Progress	Awaiting Approval	Not Approved	Repaired	Approved

Review Changes		ü	ü	ü	ü
View Session		ü	ü	ü	ü
Compare		Available if two sessions are selected, and they are both in one of these states.
Add Note		ü	ü
Approve		ü
Request Repair		ü
Repair			ü
Continue Session in progress	Available if there is a session In Progress.
Continue Without Session		Available if there is no session In Progress. Not available for Multi-Domain Security Management Global SmartDashboard.
Open New Session		Available if no session is in progress.

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