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Version: 6.1

Installing and Initializing Incident Manager

Conventions​

The following conventions are used in this article:

  • $SAFDS_HOME — Search Anywhere Storage home directory, usually /app/opensearch/
  • $SAFW_HOME — Search Anywhere Web home directory, usually /app/opensearch-dashboards/

Prerequisites​

The following files are required for installation:

  • archive with sm-im module files for Search Anywhere Data Storage
  • archive with smartMonitorIncidentManager module files for Search Anywhere Web

Installation Process​

Install the module on Search Anywhere Data Storage servers:

sudo -u opensearch $SAFDS_HOME/bin/opensearch-plugin install file://<path to module archive>

Install the module on Search Anywhere Web servers:

sudo -u opensearch $SAFW_HOME/bin/opensearch-dashboards-plugin install file://<path to module archive>
Update the build identifier

After installing or updating the plugin, increment build.number in $SAFW_HOME/package.json. This clears the browser cache. Then restart the Search Anywhere Web service.

For details, see Installing Plugins.

Initializing Incident Manager​

After installing the plugins, go to Main Menu - Settings - Module Settings - Incident Manager - Initialization.

Configuring Incident Fields​

The first step displays the system incident fields. If necessary, add custom fields or change their settings. For details, see Incident Fields.

Configuring incident fields

To proceed to the workflow settings, click Next Step.

Configuring the Workflow​

The Workflow page displays the predefined Default workflow. Click its title to open the configuration wizard.

Workflow list

The configuration wizard consists of three steps.

  1. Verify the workflow title and description. Change the values if necessary, and then click Next Step.

    General workflow settings

  2. Verify the list of statuses. Add new statuses or modify existing ones if necessary, and then click Next Step.

    Configuring workflow statuses

  3. Verify the transition rules between statuses. To create a transition, connect the source and target statuses, and then click Next Step.

    Configuring workflow transitions

For details about statuses and transitions, see Configuring a Workflow.

After completing the configuration, click Done.

Completing Incident Manager initialization

The initialization process is now complete.