User Interface Overview

Refer to the following sections for detailed information about:

Navigating Through Kobee

Main Menu

The Kobee user interface contains 3 main sections: the Desktop, the Project Administration section and the Global Administration section. Those sections can be accessed from the Main Menu, the blue toolbar on top of the screen. At the right, it contains the User Settings of the current user as well as the context-sensitive help pages.

GettingStarted UserInterface main menu
Menu option Description

Desktop

Select this option to switch to the Desktop page. Managing the Desktop

Level Requests

This drop-down menu contains the following options:

  • Create Level Request

    Select this option to create a new Level Request. Create Level Request: Select Level

  • Overview Level Requests

    Select this option to switch to the Level Requests Overview screen. Level Requests Overview

    You can also directly click the Level Requests Top Menu Item to switch to this screen.

  • Overview Builds and Deploys

    Select this option to switch to the Builds and Deploys Overview screen. Builds and Deploys Overview

  • Recent Level Requests

    A list of the most recently visited Level Requests.

  • Level Request Filters

    A list of defined search filters for the Level Requests Overview screen.

  • Build and Deploy Filters

    A list of defined search filters for the Builds and Deploys Overview screen.

Packages

This drop-down menu contains the following options:

  • Create Package

    Select this option to create a new Package. Creating a Package

  • Create Package Build Group

    Select this option to create a new Package Build Group. Creating a Package Build Group

  • Overview Packages

    Select this option to switch to the Packages Overview_ screen. Packages Overview

    You can also directly click the Packages Top Menu Item to switch to this screen.

  • Overview Package Build Groups

    Select this option to switch to the Package Build Groups Overview_ screen. Package Build Groups Overview

  • Recent Packages

    A list of the most recently visited Packages.

  • Package Filters

    A list of defined search filters for the Packages Overview screen.

Approvals

This drop-down menu contains the following options:

Project Administration

This drop-down menu contains the following options:

  • Project Administration

    Select this option to switch to the Projects Overview page. The Projects Overview Screen

  • Recent Projects

    A list of the most recently visited Projects.

  • Project Filters

    A list of defined search filters for the Projects Overview screen.

Global Administration

Select this option to switch to the Global Administration screen. Global Administration

Username

This drop-down menu contains the following options:

Help

This drop-down menu contains the following options:

  • Help

    Select this option to switch to this documentation site.

  • REST API Documentation

    Select this option to open the integrated Kobee REST API Documentation screen.

  • About

    Select this option to switch to the About screen. This page shows information about your installed license.

Recent Items and Search Filters

The Main Menu sections for Level Requests, Packages and Projects remember up to 5 recently visited items. In addition, the Main Menu sections for Level Requests, Builds and Deploys, Packages and Projects also display up to 5 Search Filters.

UserInterface RecentItems

Submenus

When you select the Global or Project Administration option from the Main Menu, the dependent Submenu is displayed in the gray banner below the Main Menu.

Submenu options followed by a small triangle contain a drop-down menu with extra selection options.

Links appear on or below the Overview panels of the Kobee screens. When you select them, another Kobee screen is displayed.

UserInterface MainMenu Navigating

The Kobee Screen

An Kobee screen contains the following main items.

UserInterface Screens

Selected Menu Indication

The Selected Menu Indication below the Submenu shows how the user switched to the displayed Kobee Screen. The following format is used: Main Menu Option > Submenu Option

Search Panels

UserInterface SearchPanel

Search panels allow specifying search criteria, which restrict the list of items displayed in the Overview panel. While defining those search criteria in comboboxes and text fields, you may use the standard * and ? wildcard characters. The asterisk can represent 0, 1 or more characters. The question mark can represent exactly 1 character.

By default, only the most common search criteria are displayed on the search panel. You can display all available search criteria by clicking the Show advanced options link.

Using the Reset search link you can clear all search criteria and display the full list of items on the Overview.

On some of the more complex search panels, you can save the search criteria as a filter, to be able to reuse them afterwards. If a filter already exists, you can select it from the drop-down menu. For more info on using filters, refer to the section Defining Search Filters.

Create Panels

GettingStarted UserInterface create panels

Create panels allow defining new Kobee Objects. Mandatory fields are marked with a red asterisk.

Clicking the Create button will create the object. The Reset button will, depending on the object you are creating, clear the fields and/or restore the initial values.

Overview Panels

Overview panels are displayed below the Search or Create panel. If no search criteria have been defined, the overview lists all Kobee Objects of the selected type. If search criteria have been defined, only Kobee Objects matching those search criteria are displayed.

All applied search criteria will be indicated in the footer of the results list.

The Overview panel may list one or more links to the left of the listed Kobee Objects. The options offered depend on the displayed Kobee Objects and on the User’s Access Rights.

If you have User Access Rights, the following links are available:

Option Description

view View

When you select the View option, a View panel will be displayed below the Selected Menu Indication.

You will not be able to edit any values.

history History

This option is available on the Overview screens in Global Administration and Project Administration. It is also available in some detailed Global and Project Administration interfaces, e.g on the System Settings screen, or the Edit Project screen.

All operations on objects and components related to those sections are logged in the Kobee database. The History link allows you to display their history of events.

status Status

This option is available on the Machine Overview screen.

Use this link to display the activity status of the Machine and the last lines of output of the Agent Daemon process running on this Machine.

If you have Project Administrator or Global Administrator Access Rights, the following additional options may be available:

Option Description

edit Edit

When you select the Edit option, an Edit panel will be displayed below the Selected Menu Indication.

You will be able to edit the required values and save the changes.

delete Delete

When you select the Delete option, a Delete Confirmation panel will be displayed below the Selected Menu Indication.

You will be able to confirm or cancel the deletion.

lock Lock

unlock Unlock

This option is specific for the Project panel and the Project Streams Overview panel.

hide Hide

show Show

These options are specific for the Projects Overview and the Project Streams Overview panels.

They allow you to hide specific Projects or Project Streams on the search results Overview.

optional Set Optional

required Set Required

These options are specific for the Lifecycles Overview screen.

They allow you to make Levels optional.

icon editProperties Edit Properties

This option is specific for the Issue Tracking Systems Overview screen.

It allows to modify the value of the property to ensure a correct usage of the Issue Tracking System.

icon disconnectUser Disconnect User

This option is specific for the Users Overview screen.

It allows disconnecting Users before their session has timed out.

Columns marked with the icon sort icon can be sorted alphabetically (ascending or descending).

Auto Refresh

If your Kobee Global Manager has defined an Automatic Refresh Rate on the Miscellaneous panel in the System Settings, the Auto Refresh option will be available on the Desktop, on the Level Requests and Builds and Deploys overviews and detail pages, on the Package details page and on the Remote Agent Install page in the Global Administration section.

If the Auto Refresh option is activated, the screen will be refreshed following the interval specified by the Auto Refresh Rate specified in the System Settings.

Select the option to toggle its status.

GettingStarted UserInterface auto refresh