Inventory - Workflows

Let us take a look at some of the most commonly used workflows in the Inventory screen.

How to a Create Default Configuration

Default configuration for the devices can be created from the CM (Configuration Management) tab of the Inventory screen. The Default Configuration can be applied to any new device added to the Organization. The user can configure a Default Configuration for the specific system type and it can be applied to the device during registration.

Follow the below steps to create a Default Configuration:

Select Inventory from the left menu bar in the Kognitive Cloud homepage.
Select CM tab.

default config-20240209-084232.png — **Configuration Management (CM)**

Click Create Default Configuration button. The Create Default Configuration pop-up opens.

create default config-20240209-113558.png — **Create Default Configuration**

Enter the Name of the Default Configuration.
In the Set Active field, select Yes to apply this configuration by default to the new devices added to the organization.
In the Select Product column, select the type of device from the dropdown menu.
In the Select Config column, select the required configuration to be set up as Default Configuration. The manual backup configurations saved by the user will be available as options in the dropdown menu.
The details of the selected configuration is displayed in the Selected Config Details column.
Click Create button to create the Default Configuration.

How To Create Default Configurations for various device types

The user can also set up Default Configurations for the various device types available.
Click +Add to create another Default Configuration for a different device type.
A new row will be created. In the Select Product column, select the next type of device available from the dropdown menu.
In the Select Config column, select the required configuration to be set up as Default Configuration from the dropdown menu.
Click Create button to create the Default Configurations.

create default config for various types-20240209-113826.png — **Create Default Configuration for various device types**

Click Delete icon from the Actions column to delete the Default Configuration.
The created Default Configuration will be shown under the Default Configuration table in the CM screen.
These default configurations can be applied to the new devices added to the organization during registration or whenever required by the user.

How to Create a Backup Configuration

Backup Configurations can be created in two ways - Manually or Automatically.

How to Create a Manual Backup Configuration

The Manual Backup Configurations can be created from the Deployed tab of the Inventory screen. The manual backup configurations can be applied to other devices when required. These Configurations can also be used to create the Default Configuration for the devices.

Select Inventory screen from the left menu bar in the Kognitive Cloud homepage.
The Deployed tab is selected by default. The table shows the current list of devices that are deployed in the selected organization or sub-organization.
Click the Download Configuration icon from the Action column to save a manual backup of the current configuration of the selected device.

The Download Configuration pop-up opens.
- It shows the Site name and Device name.
- Enter the Config Name.
- Click Download Now.
- The backup of the configuration will be saved under the Backup Configuration table in the CM screen.
- Click Cancel to cancel the operation.

Download Configuration-20240208-091755.png — **Download Configuration**

How to Save an Automatic Backup Configuration

The configuration backups taken daily are saved in the Backups tab in under the CM screen. The user can copy the required configuration from the automatic backups and save it under the Backup Configuration table.

Select Inventory screen from the left menu bar in the Kognitive Cloud homepage.
Select CM tab.
Select the Backups tab.

The table shows the list all the automatic backups saved in the system. These automatic backups cannot be applied to user devices directly. The user must make a copy of the required configuration and save it under the Backup Configuration table.
Click Copy icon to copy the required configuration to the Backup Configuration table.
Enter the required Name for the backup.
Click Tick mark icon.

copy backup-20240209-114153.png — **Copy Backup Configuration**

The configuration is copied and moved to the Backup Configuration table.

backup config table-20240209-114551.png — **Backup Configuration Table**

Now the backup configuration will be available to be applied to any device as per the user’s needs.

How to Apply the Configuration During Registration

The configurations can be applied to the new devices added to the organization during registration process. The registration of new devices can be done from the Warehouse tab of the Inventory screen.

Select Inventory screen from the left menu bar in the Kognitive Cloud homepage.
Select Warehouse tab. The list of all available devices is shown in the table.
To register a device to an Organization and Site, click the Register button. The Register Inventory dialog box opens.

register inventory-20240208-143136.png — **Apply Default Configuration**

In the Select Organization field, select the required organization from the dropdown menu.
In the Create/Search Site field, type the name of the required site.
Select the site from the list of existing sites in the system.
To add a new Site, enter the name of the site and click Add.
This will create a new site and assign the device to that site.
Select the Term from the dropdown menu.
In the Apply Default Config field, select the Yes radio button to apply the default configuration for that site.
Select the No radio button to let the device continue in its current configuration.
Select the Other radio button to select any configuration from the list of available Backup Configurations taken and stored by the user.

register inventory (1)-20240208-143506.png — **Apply Backup Configuration**

In the Select Configuration field, select the required configuration from the dropdown menu.
Click Register button to assign the device to the selected site.
Once assigned, the device gets moved from the Warehouse tab and is displayed under the Deployed tab.

How To Check the Status of Configuration Restoration

Logs

After applying the configuration, the status of the operation can be viewed in the Logs tab of the Inventory screen.

Select Inventory from the left menu bar in the Kognitive Cloud homepage.
Select the Logs tab. This tab shows the status of configuration restoring operations and also EOS Upgrade operations.
The three types of status are:
- Applied
- In progress
- Failed. In case of failed, click Retry icon to retry applying the configuration.

Events

The configuration restoration status can also be viewed in the Events tab.
Open the Topology page of the required site.
Select the Events tab.
The table shows the list of event occurred on the site.
The status of configuration restoration will also be shown in the events list.

Click the i icon to view more information about the operation.
In case of failure to apply the configuration, the reason for failure can be seen using this button.