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Understanding the Build Mode Tasks Pane

 

The Tasks pane in Build mode contains all the tasks you can do in Build mode. Click a specific task to begin that task.

The tasks listed in the Tasks pane depend on the scope you select in the View pane—that is, what view (Location, Device, Gateway, or Service) you have selected and what object you have selected. Not all tasks are available in all scopes. As you change your selections in the View pane, the contents of the Tasks pane also change.

Build mode tasks are divided into the following categories in the Tasks pane.

Edge Services Director enables you to perform the following tasks for devices in your physical network:

  • Device Discovery—Before your devices can be managed by Edge Services Director, you must use device discovery to discover them. As Edge Services Director discovers devices, it adds them to your network view in the View pane. Table 1 describes the device discovery tasks.

  • Inventory—The Device Inventory page lists devices managed by Edge Services Director and provides basic information about the devices, such as IP address and current operating status, and configured services, such as server load balancing (SLB) and carrier grade NAT (CGNAT). The Device Inventory page is available in Build mode. Table 2 describes the inventory tasks.

  • Service Gateway—The service delivery gateway (SDG) devices that are administered, maintained, and monitored from the Edge Services director application are called managed devices. The service delivery gateway (SDG) devices that are not managed and monitored from the Edge Services director application are called unmanaged devices. A service delivery gateway (SDG) device can be combined into a group of devices for easier and streamlined administration. You can create an SDG group for a particular domain or zone in your network, or for any logical bundling that is needed. Templates contain the KPI parameters that evaluate the health of a SDG device. A system-created default KPI template is available. This system-created KPI template cannot be edited or deleted. Table 3 describes the service gateway tasks.

  • Service Analyzer—You can configure and provision filters for packet analysis, configure filters for CGNAT, ADC, and TLB services. Also, you can start and stop the configured filters. Table 4 describes the service analyzer tasks.

  • Device Management—After devices have been discovered, you can perform administrative tasks on them, such as viewing a list of the device’s physical components, connecting to a device using SSH, deleting a device, or rebooting a device. Table 5 describes the device management tasks.

  • Location Management—You can build your Location view of the network by creating sites, buildings, floors, closets, and outdoor areas and assigning devices to these locations. Table 6 describes the location management tasks.

  • Service Template—You use the service templates to configure the following attributes and settings for the following four types of services: stateful firewall (SFW), carrier-grade network addressing (CGNAT), traffic load balancer (TLB), and application delivery controller (ADC). The service planning functionality enables you to use the Service Designer page to create service templates, which can be used on multiple devices. The Service Designer page lists all service components used to create service templates. According to the business needs, you can configure generic properties in a template and enable the editing of deployment-specific parameters. Table 7 describes the connectivity tasks.

  • Service Inventory—The Services Inventory page lists the services configured in the Edge Services Director database and provides basic information about the configured services, such as adaptive delivery controller (ADC), stateful firewall (SFW), server load balancing (SLB), and carrier grade NAT (CGNAT). The Services Inventory page is available in Build mode and under Service view.

  • Object Builder—The objects are the constituents or building blocks that are used to create service definitions and policy or filter templates. You can use the Object Builder page to retrieve and transfer the objects or components that have been previously created on the SDGs or devices.. Table 8 describes the profile and configuration management tasks.

  • Key Tasks—Edge Services Director enables you to group the tasks that you perform frequently and create a list of key tasks. You can add any task from the Tasks pane to the Key Tasks list by selecting a task and clicking the plus (+) sign that appears adjacent to the task. For some modes, you can see that Edge Services Director has predefined some key tasks for you. You can modify this set of tasks to suit your requirements. This feature is available in Task pane irrespective of your current mode, scope, or view.

For more information about Build mode features, see Understanding Build Mode in Gateway View of Edge Services Director and Understanding Build Mode in Service View of Edge Services Director.

Table 1 through Table 8 describe the tasks that you can perform in the physical network category, including the scope in the View pane that you must select to access the task.

Table 1: Device Discovery Tasks

Task

Description

Scope

Discover Devices

Discovers supported devices, such as routers, in the network and brings them under Edge Services Director management.

Any

Table 2: Inventory Tasks

Task

Description

Scope

View Device Inventory

Displays three pie charts that summarize the status of the devices and services in your network environment. You can remove or restore a category (segment) from the pie chart by clicking that segment in the chart

Any

View Service Inventory

Displays the services configured in the Edge Services Director database and provides basic information about the configured services, such as adaptive delivery controller (ADC), stateful firewall (SFW), server load balancing (SLB), and carrier grade NAT (CGNAT). The Services Inventory page is available in Build mode and under Service view.

Any

Table 3: Service Gateway Tasks

Task

Description

Scope

Discover Gateway

Discovers and synchronizes physical devices such as MX Series routers that function as service delivery gateways in your network that are managed by Edge Services Director

Any

Unmanaged Gateway

Changes an unmanaged device to a managed device, and modifies managed device and KPI associations.

Any

Managed Gateway

Changes a managed device to an unmanaged device, and modifies managed device and KPI associations.

Any

Groups

Creates and manages a cluster of group of SDGs for easy and effective administration of service and policy definitions.

Any

KPI Templates

Clones, modifies, or deletes KPI templates to be associated with standalone SDGs or a high-availability pair of SDGs.

Any

Table 4: Service Analyzer Tasks

Task

Description

Scope

ADC Filter

Configures filters for ADC services. Also, starts and stops the service analyzer filters.

Any

TLB Filter

Configures filters for TLB services. Also, starts and stops the service analyzer filters.

Any

CGNAT Filter

Configures filters for CGNAT services. Also, starts and stops the service analyzer filters.

Any

Table 5: Device Management Tasks

Task

Description

Scope

Change Location of Device

Changes where a device is located in Location view.

View: All

Object: Individual router

Delete Devices

Deletes a switch or a wireless LAN controller as a managed device from Edge Services Director. If you select a scope that contains more than one switch or controller, you can choose which devices are deleted.

View: All

Object: All, except access points

Reboot Devices

Reboots devices. If you select a scope that contains more than one switch or controller, you can choose which devices get deleted.

View: All

Object: All

Show Current Configuration

Shows the running configuration on a switch or a wireless LAN controller.

View: All

Object: Individual router

SSH to Device

Launches an SSH connection to the selected device.

View: All

Object: Individual router

Validate Pending Configuration

Validates configuration changes that have not yet been deployed on devices.

View: All

Object: All

View Inventory

Displays information about all the devices in the currently selected object and all its child objects.

View: All

Object: All

View License Information

View the licenses installed on the device and their status.

View: All

Object: Individual router

View Physical Inventory

Displays information about the selected device’s hardware components.

View: All

Object: Individual router

Table 6: Location Management Tasks

Task

Description

Scope

Add Building

Creates a new building in the selected site.

Note: Use this task only to create the building. Floors and closets in the building must be created separately.

View: Location

Object: A site

Add Closet

Creates a new closet in the selected floor.

View: Location

Object: A floor

Add Floor

Creates a new floor in the selected building.

Note: Use this task only to create the floor. Closets in the building must be created separately.

View: Location

Object: A building

Add Outdoor Area

Creates a new outdoor area in the selected site.

View: Location

Object: A site

Add Site

Creates a new site in Location view.

Note: Use this task only to create the site object. Buildings, floors, closets, and outdoor areas in the site must be created separately.

View: Location

Object: My Network only

Delete Building/Edit Building

Deletes or modifies the selected building.

View: Location

Object: A building

Delete Closet/Edit Closet

Deletes or modifies the selected closet.

View: Location

Object: A closet

Delete Floor/Edit Floor

Deletes or modifies the selected floor.

View: Location

Object: A floor

Delete Outdoor Area/Edit Outdoor Area

Deletes or modifies the selected outdoor area.

View: Location

Object: An outdoor area

Delete Site/Edit Site

Deletes or modifies the selected site.

View: Location

Object: A site

Assign Devices to Building

Assigns routers to a building. You cannot assign access points to a building.

View: Location

Object: A building

Assign Devices to Closet

Assigns routers to a closet. You cannot assign access points to a closet.

View: Location

Object: A closet

Assign Devices to Floor

Assigns routers to a floor.

View: Location

Object: A floor

Assign Devices to Outdoor Area

Assigns routers to an outdoor area.

View: Location

Object: An outdoor area

Setup Locations

Opens the page by using which you can create an entire site—that is, define buildings, floors, closets, outdoor areas and to assign devices to these locations.

Note: Use this task only to create a site. Do not use it to modify an existing site.

View: Location

Object: My Network and any location node within an existing site.

Table 7: Service Template Tasks

Task

Description

Scope

Manage ADC Service Templates

Creates, modified, or deletes an ADC service template with attributes and settings for load balancing operations

View: Service

Object: Individual SDG or router

Manage CGNAT Service Templates

Creates, modified, or deletes a CGNAT service template with attributes and settings for load balancing operations

View: Service

Object: Individual SDG or router

Manage SFW Service Templates

Creates, modified, or deletes a stateful firewall service template with attributes and settings for load balancing operations

View: Service

Object: Individual SDG or router

Manage TLB Service Templates

Creates, modified, or deletes a traffic load-balancer (TLB) service template with attributes and settings for load balancing operations

View: Service

Object: Individual SDG or router

Table 8: Object Builder Tasks

Task

Description

Scope

Import Objects

Retrieves and adds all of the object types that are supported for different services in a single, one-step operation from SDGs or an XML configuration file. You can select an SDG from which you want to import all of the objects contained in it. The supported or applicable objects of CGNAT pools, CGNAT rules, CGNAT rule sets, SFW rules, SFW rule sets, applications, application sets, and real servers can be imported in a bulk manner from a device.

Object: All services

Real Servers

Imports real servers, which are application servers used for traffic or server load balancing. The ADC software monitors the servers in the real-server group and the load-balanced applications running on them.

ADC services

SFW Rules

Imports firewall rules for use in stateful firewall policy creation.

SFW services

SFW Rule Sets

Imports firewall rule sets, which is a collection of rules, for use in stateful firewall policy creation.

SFW services

CGNAT Rules

Imports NAT rules for use in carrier-grade NAT policy creation.

CGNAT services

CGNAT Rule Sets

Imports NAT rule sets, which is a collection of rules for use in carrier-grade NAT policy creation.

CGNAT services

CGNAT Pools

Imports NAT pools for use in carrier-grade NAT policy creation.

CGNAT services

Applications

Defines application protocols for the stateful firewall and Network Address Translation (NAT) services to use in match condition rules.

SFW and CGNAT services

Application Sets

Imports application sets for use in match conditions or criteria of stateful firewall and NAT rule terms

SFW and CGNAT services