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Automation PlatformUser Guide

Operator edition · English

User Guide

A practical guide to observing the network, planning safe changes, approving work, executing through governed workers, and reviewing evidence.

Reviewed 01 Sep 2026 Role-aware operations Printable reference
First session
  1. Check the top bar.Confirm Device I/O, Workers, and PG status.
  2. Open Topology.Review reachability and the latest link evidence.
  3. Open Network Elements.Confirm access readiness before any operation.
  4. Use your assigned role.Plan, approve, execute, or observe only what you are authorized to do.

Core operating model

Use the same safe workflow every time

Planning and approval do not change a device. Device access begins only when the required gates pass and a worker claims authorized work.

Governed change lifecycleShort animation · no device action
01ObserveFresh evidence
02PlanTyped intent
03ValidatePre-check + diff
04ApproveFrozen scope
05ExecuteWorker + lock
06VerifyEvidence + state
Before

Confirm scope

Use exact devices, fresh inventory, collected resources, and the intended execution path. Read the full preview.

During

Follow state

Do not repeat a request while it is queued or running. Open its detail view and follow the evidence.

After

Verify outcome

Check configuration presence and operational state separately. Create a governed withdrawal when the resource is no longer needed.

Stop on uncertainty.

If a run shows unknown_outcome, do not retry. The platform keeps the device write lock. A Platform Administrator must verify the device out of band and record the result.

Global controls

Read the app shell before opening a workflow

The top bar and left status card show the platform state that applies to every page.

01

Global Search

Press /, then search by network element, management IP, device, serial number, software version, or job. Use arrow keys and Enter to open a result; Esc closes the list.

02

Device I/O

READ-ONLY means device I/O is globally off. DEVICE I/O ON means access may proceed only if every other gate also passes.

03

WORKERS

A green dot means all required runtime services are available. A red mark needs attention. Click the badge for service, heartbeat, queue, and Start or Restart controls.

04

PG status

PG OK confirms the database health check. Treat PG DOWN as a platform incident. Do not start new work.

05

Theme and account

Theme preference is saved in this browser. Open the account menu or Users & Access to review your profile, group, effective permissions, password controls, and sign out.

06

Permission-aware UI

Navigation, management panels, and operation buttons appear only when your effective permissions allow them. Users & Access stays available for your own account. A hidden control is not a platform failure; check your assigned group or overrides.

Starting a worker may start real work.

Before Start or Restart, inspect its queue depth and purpose. When Device I/O is on, an available worker may immediately claim already-authorized items.

Overview

Topology

Use the topology for network context, link evidence, traffic context, and fast access to a device inspector.

Common operations

  1. 1
    Review the legend.

    The node ring shows role; the center shows reachability. Link color shows operational state and line style shows confidence.

  2. 2
    Move around the canvas.

    Drag nodes to reposition them and scroll to zoom. Use Reset Layout to return to the computed placement.

  3. 3
    Choose labels.

    The four label checkboxes stay visible at the bottom of the topology, so no menu is required. Device name and Traffic are enabled by default; system IPv4 and system IPv6 remain optional. Traffic places only a compact direction arrow and the latest stored gNMI or SNMP fallback rate directly on each link. The small, normal-weight label follows its link while you drag a device, pan, or zoom, and refreshes toward the active sampling target. Open the link for stale or partial status; an unavailable value is never treated as zero.

  4. 4
    Open a device.

    Select a node to open Inventory, Configuration, Readiness, Attributes, Allowlist, and Auto-Init details.

  5. 5
    Use contextual actions.

    Run allowed read operations, open traffic evidence, or use the permission-gated link handle to begin a LAG plan between two devices.

  6. 6
    Keep multiple device sessions.

    Use the minus button to minimize a device window to the Device sessions bar. Open another device, then select a session tab to restore it. The status dot follows that device only; closing its tab disconnects that session.

Overview

Dashboard

Use the Dashboard as the platform summary, not as proof that one device is ready.

What to review

  • Network element and device totals
  • Estate-wide active and failed Discovery Jobs
  • Recent job duration and status
  • Safety status, database, and access gates
  • Credential Profiles only when you have credentials.manage; otherwise your access level

Recommended response

  • Open any failed or long-running job
  • Check stale evidence before acting
  • Resolve platform health alerts first
  • Use Network Elements for device-level truth

Network

Network Elements

This page owns the platform identity, reachability, readiness, trust, and management lifecycle of each network element.

ImportChoose OSVerify identityInitialize or adoptSyncOperate

Onboard and synchronize

  1. 1
    Import NEs.

    Add the approved inventory list. Check hostname, management IP, expected network OS, role, and tags before import.

  2. 2
    Choose the correct management path.

    Use Nokia SR OS Auto-Init only for the supported Nokia lifecycle. Use Adopt existing management for an already-configured Cisco IOS XR device.

  3. 3
    Verify device identity.

    Independently verify the presented SSH algorithm and SHA-256 host key. Never reuse trust from another address or accept a changed identity from the UI alone.

  4. 4
    Initialize or adopt.

    For Nokia, provide the approved bootstrap credential and reason. For Cisco IOS XR, choose a compatible stored read profile or enter a one-time login, add the reason, then select Adopt & Discover.

  5. 5
    Follow evidence.

    Open the Discovery Job. Cisco adoption must end as MANAGED · READ ONLY; Nokia must complete its supported management verification before normal Sync and automation.

  6. 6
    Open the inspector.

    Review Inventory, Configuration, Readiness evidence, Attributes, Allowlist, and lifecycle controls before planning a change.

Identity mismatch is a hard stop.

Do not confirm a changed hostname or host key from the UI alone. Verify through an independent source such as console, VM identity, serial, or approved device records.

Vendor boundaries are explicit.

Cisco IOS XR adoption sends only the fixed read-only discovery command set. It does not run Nokia Day-0, enter configuration mode, provide Cisco writes, or claim full readiness.

Controlled Re-enroll.

Re-enroll rechecks the host key, rotates managed CLI, NETCONF, and SNMPv3 credentials, rebinds profiles, and restores automation only after live verification.

Network

Devices & Inventory

Review facts collected by discovery: hardware identity, software, capabilities, configuration mode, ports, cards, routing, and services.

How to use it

  1. Select a device row.
  2. Check model, network OS, serial, and configuration mode.
  3. Open capability and inventory groups.
  4. Use service or routing detail records to start a contextual plan only when that network OS supports it.
  5. Open matching automation history to review provenance.

Read evidence correctly

  • Collected data is a timestamped snapshot.
  • Stale data is not a green result.
  • Configured does not mean operationally up.
  • An absent stanza may be a default omitted by running configuration.
  • Refresh evidence before using a resource selector.

Governance · Administrators

TACACS+ / AAA

The independent AAA service uses eligible platform users' existing local passwords, with explicit permissions on selected device clients.

Default off; not a device login proof.

Registration and grants do not change routers. Keep local break-glass access. Server preparation does not change device authentication order; an authorized single-device canary is required before switching login authentication.

  1. Install the mature daemon and fixed AAA runtime service on the private platform host.
  2. Select up to 100 unregistered devices and confirm each exact AAA source IP. Register selected disabled clients generates a distinct Broker key per device; it sends no router configuration.
  3. Select registered clients, confirm Enable selected, then Prepare selected server configs. Review every masked difference and Apply the exact selected plans through the Automation Worker. Execution and errors are shown per device; 100% finished does not mean all succeeded. Verification diagnostics identify the failed stage without exposing secrets.
  4. Prepare selected withdrawals restores only the owned server configuration. After verified withdrawal, disable clients and use Delete selected disabled clients to remove registrations and grants. Cancelling a pending plan is not withdrawal.
  5. Grant an existing eligible user Read-only or Device administrator access on explicit clients. Web group permissions do not grant device access. Server configuration does not change authentication order or prove login.
  6. Review authentication/policy and sanitized start-stop accounting events. Revoke denies subsequent authentication, but does not terminate existing SSH sessions.

Initial support is Nokia SSH/MD-CLI and local-password identities. OIDC/MWAN/MFA handoff is not a reusable device password; NETCONF/gRPC/other access and multi-vendor profiles are not enabled. Delete clients only after withdrawal and disablement.

Operations

Automation

Start with the desired network outcome. The platform builds typed, immutable per-target plans and shows exact configuration, checks, rollback, and hashes before execution.

ServicesVPLS, Epipe/VPWS, and VPRN over EVPN and SRv6
SR PolicyHead-ends, color, endpoint, segment lists, and optional controlled S-BFD return
LAGOne local or two-ended aggregate with collected members
Router InterfaceTwo-ended IPv4/IPv6 links over ports or LAGs
IGPIS-IS or OSPF attachment with symmetric intent
BGPCreate, reuse, add, edit, or remove groups and neighbors

Standard planning flow

  1. 1
    Choose type

    Select the exact domain or service.

  2. 2
    Select targets

    Use collected, available resources.

  3. 3
    Review plan

    Check every target payload, rollback, verification, and hash.

  4. 4
    Choose route

    Direct, approval, or MOP only when policy offers it.

  5. 5
    Follow evidence

    Track all targets until verified or stopped.

Multi-endpoint services

Select every participating NE, a collected port or LAG and VLAN for each endpoint, then set the common EVPN values. A free connector appears as its future child port; choose a breakout type already evidenced on that device and review the bundled connector, child-port, service, and rollback XML. VPRN routing is configured per endpoint.

Lifecycle and withdrawal

A successful creation record remains immutable. When the resource is no longer needed, open it and create a governed withdrawal. Remove dependent routing before its parent service, or use the reverse MOP offered by a completed blueprint.

SR Policy topology editor

Keep Auto-fill uN/uA for a deterministic primary and link-disjoint backup, or open Topology view and enter Manual mode. Click an NE to append its collected uN; click a link next to the current cursor to append that directional uA. Edit and apply primary and backup separately, finishing at the resolved endpoint.

Segment identity and BSID

Every SRv6 index shows its resolved NE, interface/link, or source Policy. The object picker can replace a segment with a current operational SRv6 Policy BSID. A dashed topology hop shows the referenced Policy owner and endpoint; the referenced Policy is not owned or withdrawn by this new task.

Controlled S-BFD return

Leave it off to use the far end's normal IGP return. Turn it on only for SRv6 and select a collected maintenance policy. For each forward head-end, either reuse an operational reverse business SR Policy with an observed BSID, or create a dedicated reverse policy with an editable uN/uA segment list.

Ownership and ordering

A reused business policy is referenced but never owned or withdrawn by the new task. A dedicated return policy is part of the same immutable task: it is created before the dependent forward policy, and rollback or withdrawal removes the forward policy before the return policy.

Direct does not mean unrestricted.

Direct mode may skip Change Request approval or MOP orchestration, but it still requires authentication, permission, Device I/O, allowlist, host-key pin, write credentials, validation, write lock, and audit evidence.

Configured and operational are different results.

A verified service or routing object proves the expected configuration is present. Check service, interface, adjacency, session, and traffic state separately when operational readiness matters.

Operations

Discovery Jobs

Review durable discovery execution history, active work, target scope, and append-only evidence.

Follow execution

  1. Open a job row to view metadata and its append-only audit timeline.
  2. Follow queued, running, partial, completed, failed, or cancelled state.
  3. Open failed evidence and record the error code before retrying.
  4. Cancel only a non-terminal job and confirm the target.

Read the totals

  1. Use Active for current worker load.
  2. Use Completed / Partial to separate full and incomplete collection.
  3. Use Failed / 24h for recent operational attention.
  4. Use the table for recent rows; estate-wide totals are not limited to that page.
A queued job may be waiting for authorization, not capacity.

If the detail says authorization is missing or expired, start a new authorized operation from the correct page. Do not start extra workers as a workaround.

Assurance

Readiness Matrix

Review the latest per-device decision from the onboarding readiness rule engine. This is evidence coverage, not generic continuous monitoring.

Review decisions

  1. Find the NE row and check each readiness column.
  2. Select a cell for Expected, Observed, Decision, and Evidence.
  3. Check the evidence timestamp and coverage.
  4. Treat missing, stale, warning, and fail as unresolved.

Use before change

  1. Confirm the NE is active.
  2. Confirm the required management planes are current.
  3. Open the source job or snapshot when evidence is incomplete.
  4. Refresh evidence before approving automation.

Assurance

Snapshots

Preserve normalized, checksummed configuration evidence and trace how each snapshot is used by governed workflows.

  1. Select a network element.
  2. Choose Capture Config if you have inventory permission.
  3. Wait for the new append-only snapshot.
  4. Select exactly two rows and choose Compare.
  5. Review additions, removals, source, size, collector, and checksum.
  6. Use Trace usage to find Change Requests, automation baselines, backups, or restores that reference the snapshot.
Failed collection is non-destructive.

A failed capture does not overwrite the last known-good snapshot. Always compare timestamps before using an older row as current evidence.

Operations

Manual Sync Runs

Run an operator-triggered, bounded-concurrency collection of readiness, inventory, and configuration across authorized NEs.

  1. Choose concurrency from 1 to 8.
  2. Select Run Manual Sync.
  3. Open the run detail.
  4. Review readiness, inventory, config, and errors for every NE.
  5. Resolve incomplete targets individually.
This is not a background production schedule.

The page records manual fleet runs. It does not claim that an unattended scheduler is configured.

Assurance

Fleet Readiness Report

Export portable fleet readiness evidence for review, handoff, or an approved maintenance record.

  1. 1
    Review the fleet table.

    Check reachability, onboarding, readiness time, snapshot, and access gates.

  2. 2
    Choose a format.

    HTML is the readable report; CSV supports analysis; JSON preserves structured data.

  3. 3
    Verify the export.

    Open the downloaded file and confirm its generation time and expected device scope.

Governance

Device Users & Credentials

Manage users on selected Nokia SR OS devices, independently of platform login accounts.

  1. 1
    Read live users.

    Select enrolled devices in Credentials and read their current user/profile configuration and operational table. Evidence includes its collection time; passwords and hashes are never displayed.

  2. 2
    Prepare a batch.

    Create, edit permissions, or delete a user. Choose existing device profiles. An empty password on edit preserves the old password. Admin and bound management identities are protected.

  3. 3
    Review and apply.

    Inspect each masked difference, then apply the reviewed batch. Results are per device. Prepare undo restores the prior object through another reviewed plan.

Credentials shows current-batch progress, per-device stages and error codes. Prepare only reads and freezes a difference; users are created only after Review & Apply. Password validation errors appear inside the dialog. Protected management users are visible but disabled; edit/delete lists show how many selected devices contain the user and explicitly list the actual targets before submission.

Bulk plan controls. Task-row checkboxes are independent of the device picker. Use status filters or search by device/IP/user/error, then Select pending (up to 100 visible plans). Review selected inspects all exact masked differences; Cancel plans confirms and cancels unexecuted work, not existing device users or completed configuration. Expired plans cannot be applied: use Refresh prechecks, wait for Worker preparation, then review and apply the new differences. The batch's Refresh expired prechecks shortcut confirms all exact expired targets in that batch. Running, uncertain or locked tasks cannot be cancelled.

Waiting is not running. A batch with no queued/running tasks and pending plans is waiting for your review, not stuck in a Worker. Prechecks settled and device tasks settled are separate; the percentage includes failures and cancellations, not just success. The compact list scrolls inside the card; Details opens the masked difference and verification checks. AAA service, registration, clients, access grants and audit can be expanded only when needed.

Choose devices by role and search. AAA registration, clients, access grants, device-local users and Syslog configuration offer Device role, name/IP/role search and Reset filters. Select filtered chooses up to 100 matching eligible devices, not hidden devices. Changing filters removes hidden selections; widening them does not reselect devices. Counts show the selected and visible scope. Roles use saved inventory metadata, never name guesses. Task tables combine role, status and search. Access grants show the exact platform user, device permission and target list for review before Save; this does not configure devices or change platform permissions.

Network → Device Syslog shows live received logs with device, platform receipt-time and Syslog severity filters. Live refresh runs every 5 seconds; older pages pause it. Nokia maps Critical/Major/Minor/Warning to Syslog 1 Alert/2 Critical/3 Error/4 Warning; Cleared/Indeterminate map to 6 Info. See Nokia's official mapping. Device timestamps remain in the original message and may differ from the platform clock.

Settings → Device Syslog still controls the receiver, retention (1–3650 days), device selection and logging configure/withdraw. Opt-in automatic logging authorizes the Worker to configure existing and newly managed devices; disabling the receiver alone does not withdraw their logging objects. Configuration success and received-log evidence are separate checks. Unknown write outcomes stay locked until read-only reconciliation proves running and saved state; uncertain password changes require explicit recovery.

Operations

Configuration Backup & Restore

Create verified local packages and use the governed candidate-based restore path. A restore does not directly overwrite config.cfg or require a reboot.

Backup
  1. Select devices.Use individual, multi-select, or select all.
  2. Choose the source.Running configuration via MD-CLI is the default. Startup config.cfg via SCP may differ from running state.
  3. Queue the batch.Each device gets its own durable task; one failure does not hide other successes.
  4. Verify integrity.Confirm state, source, byte size, timestamp, and SHA-256 manifest.
Restore
  1. Select a verified backup.Full replace is recommended; merge keeps extra live objects.
  2. Run preflight.The worker stages, loads, validates, compares, discards, and stores the diff.
  3. Review and approve.A Platform Administrator reviews the exact diff and enters the required batch phrase.
  4. Execute and verify.The worker rechecks baseline and diff, uses commit-confirmed, verifies post-state, then saves.

Backup history and exact versions

BOF export format. In Download, select MD-CLI for hierarchical BOF or Classic CLI for the unchanged native boot file, then click BOF beside the exact version. The ZIP download follows that format and also offers Both formats for full recovery protection. Configuration files retain their stored syntax. Download filenames include the captured device name, original backup date and time through seconds in UTC (Z), backup ID and BOF format. This is not the download time; existing stored packages are unchanged.

Backup history, Download, and Restore each open the same spacious version window with every retained file, collection time and timezone, size, line count, backup method, and availability state. Backup history adds the protected delete action; Download adds a per-file download action; Restore adds a per-file restore choice that opens the existing governed preflight. Use Load older backups for earlier versions. Batch restore also lets you choose a version separately for each device.

Click X beside a history file, review its name and time, then confirm or cancel. Confirmed deletion removes the local configuration file and manifest. Audit records and retained configuration snapshots remain. Files used by active or unresolved restores cannot be deleted. If file removal is incomplete, use X again to retry.

An interrupted backup has an expired worker lease. Close expired task ends that platform record without reconnecting to the device. Automatic recovery marks expired backup tasks failed instead of retrying them.

Configuration Recovery

Open the Configuration Recovery tab to compare the latest retained backup with newer stored running-configuration evidence. The page is read-only: refreshing it does not contact a device or start Sync, backup, or restore work.

Safe evidence means the normalized configurations match and persistence passes. Persistence risk means the running configuration matches but restart survival is not proven; it is not proof of lost configuration. Diff review means the stored configurations differ and must be inspected. Evidence needed requires a fresh read-only Sync, while No verified backup requires creating a backup.

Inspect diff reads two same-device snapshots already stored by the platform. If review confirms unwanted drift or loss, choose Restore preflight. The normal fresh capture, candidate validation, exact diff review, Platform Administrator approval, commit-confirmed, and post-verification gates still apply.

After Start preflight, you may close the dialog. A progress row remains directly below that device and refreshes from the durable task record every two seconds. It shows the overall percentage, current step, last update, and a stable error code if the worker stops. Preflight completion pauses at 50% until a Platform Administrator reviews the frozen diff; use Review preflight to continue. A progress bar reaching 100% always includes an explicit verified, no-change, failed, rejected, rolled-back, or unknown outcome.

If the device lost its managed accounts with the configuration, enable Managed accounts were lost with the device configuration and enter the device administrator credential. It is kept only in the encrypted Credential Broker for this governed restore and is deleted at the terminal result. It never bypasses the pinned SSH fingerprint or the restore approval.

After configuration verification, the same row automatically runs an exact-device Readiness, Collect State + Config, and Discovery synchronization. Progress shows 90% while queued and 95% while running. If the final evidence is incomplete, fix the displayed condition and choose Retry final Sync; the configuration is not written again. An SSH server that advertises no cipher requires console/OOB repair before remote recovery can continue.

Automatic backups

Select devices, choose New schedule from selection, then set Daily, Every N days, or Weekly, the local time, IANA timezone, source, and enabled or paused state. Editing or deleting a schedule never deletes its existing packages or audit history.

Restore approval is high risk.

Check the device, backup source, artifact checksum, preflight baseline, complete diff, and mode. If the baseline changes after preflight, execution must stop. Never approve an unexplained diff.

Startup and running sources are not equivalent.

A startup SCP package reflects the saved BOF file. Unsaved running changes are not included.

Changes

Change Requests

Use a Change Request for controlled configuration with pre-check evidence, an exact dry-run diff, approval, separate execution, post-check, and rollback evidence.

DraftPre-checkDry-runApprovalExecute / Verify
  1. 1
    Create the draft.

    Select an approved template, target NE, and valid parameters. Review the frozen intent.

  2. 2
    Run Pre-check.

    The platform captures fresh configuration, checks access and drift, and records current values for rollback.

  3. 3
    Run Dry-run.

    Review the private-candidate diff. The candidate is discarded. An empty diff completes as a verified no-op.

  4. 4
    Submit and approve.

    The approver reviews the exact hash and diff. Approval issues a one-use authorization with a limited lifetime.

  5. 5
    Execute with another identity.

    The executor must differ from the approver. The worker reacquires evidence, matches the approved diff, commits, and runs post-check.

  6. 6
    Close the lifecycle.

    Confirm verified or rolled back. Use a typed withdrawal for a standing resource. Resolve uncertain outcomes only with external evidence.

Approval is bound to exact content.

If parameters, device baseline, or the live candidate diff changes, the approved authorization cannot be reused. Build and approve a new plan.

Changes

Template Library

Templates are vendor-scoped, versioned definitions that turn typed parameters into reviewed configuration and rollback plans.

Review, usage, and preview

  1. Search the Template Library and select a row.
  2. Review category, network OS, parameters, and version.
  3. Check exact saved-template links separately from renderer-level Change Request, Automation Target, and MOP Step references.
  4. Review the last-used time before revising or deleting.
  5. Render a placeholder preview and copy it only for approved review use.

Create or revise

  1. Choose Template types or New template.
  2. Use strict parameter types and patterns.
  3. Include forward checks and exact rollback.
  4. Review validation results and execution readiness.
  5. Save a new version; do not silently change approved intent.
Usage evidence has two sources.

A direct saved-template link and a renderer identifier are different provenance. Review both totals. The server blocks deletion when a governed reference still depends on the record.

Preview is offline.

A rendered preview does not connect to a device or push configuration. Secrets remain placeholders and must never be embedded in a template.

Operations

MOP Workflows

Use a Method of Procedure for a dependency-aware 1–N runbook with frozen plans, ordered execution, verification, stop conditions, and an independent reverse workflow.

1Build sequence

Choose a preset or arrange LAG, interface, IGP, BGP, VPRN, and other native components.

2Configure 1–N

Complete every component. Selecting an NE for a LAG automatically runs the exact-device read-only refresh, then offers only current, unoccupied, supported member ports. Later steps may use projected results from earlier steps for planning only.

3Review all plans

Compile every child, then review target payloads, checks, rollback, dependencies, and immutable hashes.

4Govern

Set title and Minor, Major, or Critical tier. Critical work requires a maintenance window.

Ports and service access come from live evidence.

The MOP composer does not prefill or accept a free-text LAG member port or VPRN Access ID. Device selection queues Readiness → State + Config → Discovery through the Discovery Worker, applies the existing allowlist, host-key and credential gates, and locks each picker until current inventory and running configuration agree. VPRN Service and VPRN Interface use a Port/LAG dropdown filtered by access kind, VLAN occupancy and compatible service profile. An unused connector with no child is offered as its future child port and requires a breakout type already observed on that exact device; the immutable plan includes both its creation and complete removal. Unavailable resources remain diagnostic evidence and cannot be compiled.

AI Assist and Provider configuration

AI Assist selects shared profiles. Provider configuration is managed in Governance → AI Configuration, outside this dialog.

Draft with an enabled Provider

  1. Open AI Assist when you have MOP planning permission.
  2. Select an enabled Provider and describe the operational goal without secrets.
  3. Review the sanitised draft and every system validation result.
  4. Move only accepted content into the native composer.
  5. Compile and review the same frozen plans as a manually authored MOP.

Configure Providers

  1. Confirm you have ai.configure.
  2. Open Governance → AI Configuration, or use Manage global AI providers from an AI tool.
  3. Set name, protocol, Base URL, model, enabled state, and API key.
  4. Save, then use Test before operational drafting.
  5. Remove an unused profile only after checking impact.
AI configuration is a separate permission.

mop.plan permits draft use with the minimal enabled-Provider list. Only ai.configure exposes Provider URLs, model and key controls. API keys go directly to the encrypted broker and are never shown again.

AI output is advice.

AI cannot approve, execute, change hashes, weaken gates, or replace operator review. Never send device passwords, private configuration, customer data, or other secrets in a prompt.

After creation

  1. Review the MOP detail and all target steps.
  2. Collect the required signatures. The executor must differ from every applicable approver.
  3. Select Proceed / Execute once. The MOP Worker dispatches native children in strict order.
  4. Follow each child until verified. Any non-verified child stops later work.
  5. Export Excel for operator review, Markdown when required, or HTML as execution evidence.
  6. Use AI Review / Analysis only as advice. It cannot change frozen plans, hashes, approvals, or execution.
  7. For a completed blueprint, create a new governed withdrawal or recovery MOP when removal is required.

Remove completed history from the operational list

  1. A Platform Administrator selects one or more terminal runs, or chooses Clear completed history.
  2. Review the warning and scope. Active workflows remain disabled and cannot be selected.
  3. Enter an administrative reason of at least 8 characters.
  4. Type the displayed phrase exactly: ARCHIVE N MOP RUNS for a selection or CLEAR TERMINAL MOP HISTORY for all terminal history.
  5. Confirm once, then review the resulting audit event.
Delete history is a soft archive.

It hides terminal runs from the operational list but retains steps, approvals, child evidence, report hashes, and the append-only Audit Log. It does not delete or withdraw device configuration.

Do not assume automatic rollback.

A failed child stops later components. The platform does not blindly undo previously verified components. Use the explicit, newly planned reverse workflow when it is safe and approved.

Governance

AI Configuration

Save a Provider once and select the same profile in Syslog analysis, MOP drafts/reviews and template drafting.

  1. Open Governance → AI Configuration with ai.configure.
  2. Choose Anthropic or OpenAI, or Add third-party and select its compatible API format.
  3. Set name, public HTTPS Base URL, model, API key and Enabled for shared AI tools. Save configuration.
  4. Use Test connection after saving. It sends a minimal prompt to the saved endpoint; it does not analyse network evidence.
  5. Open an AI tool and select the exact saved profile. Saving or refreshing this page does not start inference.

Keep or retire a profile

On edit, an empty API key keeps the saved key. The key field clears after Save. Unsaved changes must be saved before Test. Disabling removes a profile from new selections; it does not cancel an in-flight request. Remove retires the saved profile and key reference, so check all tool usage first.

Local analysis remains available

Device Syslog → Analyse · Local / AI defaults to Local rules using saved logs, configuration, operational state and cutover records. AI-assisted mode uses the shared profile; an unavailable provider falls back to local findings. Expand Possible causes & safe remediation plan for checks before repair, conditional remedies, rollback and checks after repair. Local runbooks and AI suggestions remain separate. Missing or old evidence is explicit. Analysis does not contact or change devices, and a finding is not proof of root cause or service health.

Only enabled profiles with a saved key appear in AI tools. MOP planning permission permits use; configuration permission is separate. Existing profiles retain their IDs and broker-protected keys. Never put keys or sensitive operational data in a prompt. AI results remain advisory or drafts and cannot approve or execute changes.

Governance

Audit Log

Use the append-only audit log to reconstruct who did what, when, to which resource, and with what outcome.

Review sequence

  1. Filter by time, event, actor, or resource.
  2. Open the related job, change, service, automation, MOP, user, or runtime record.
  3. Match intent, payload, diff, artifact, and checksum identifiers.
  4. Record the error code and final resolution.

Audit hygiene

  • Never expect passwords or configuration bodies in audit rows.
  • Do not edit historical creation records after withdrawal.
  • Use timestamps and actor identity from the platform.
  • Keep external incident notes linked by approved reference, not pasted secrets.

Governance

Settings & Runtime Workers

Platform Administrators control device I/O, collection cadence, credential references, trust pins, relocation, and host-native services here.

Real-device I/O

Keep off during setup, migration, testing, or an unresolved incident. Enabling it does not bypass any per-device gate.

Traffic collection

Set the polling behavior appropriate for platform capacity and evidence needs.

Credential Profiles

Enroll a profile name, username, password, and purpose. Secrets go to the host-local broker and are never shown again.

Allowlist & fingerprints

Record only independently verified SSH SHA-256 fingerprints. Revoke trust when device identity is uncertain.

Runtime Services

Open WORKERS, inspect heartbeat and queue state, then start in dependency order beginning with Credential Broker.

Platform Relocation

Use only during a planned rebuild. Full estate retirement requires Device I/O off, settled work, and the exact confirmation phrase.

Credential and relocation actions are not routine fixes.

Do not replace a shared profile, reset the broker, retire inventory, or renew a host key to clear an unrelated error. Identify the exact failed gate first.

Governance

Users & Access

Every signed-in user can manage their own account. Four duty groups define the normal workflow. A Platform Administrator may edit non-admin group defaults and add or deny fixed delegatable permissions for one user.

GroupPrimary useTypical actions
Read-onlyObserve platform and network evidenceDashboard, topology, inventory, jobs, reports
PlannerCreate governed workInventory operations, changes, Services, MOP plans
Reviewer & executorReview and release workApprove, reject, execute, rollback, audit read
Platform administratorPlatform ownership and break-glass controlsUsers, governance, lifecycle, restore, workers, unrestricted terminal

My account workflow

  1. Open Users & Access from the sidebar or choose Profile & access from the account menu.
  2. Review your duty group, effective permissions, and any explicit removals.
  3. For a local platform account, update your display name or optional email and choose Save profile.
  4. Choose Change password to update your password. Use at least 7 characters with uppercase, lowercase, and a non-space special character.
  5. A password change signs out every session; a profile-only update keeps this session active.
  6. Ask a Platform Administrator to change your username, group, account status, or permission overrides.

Group defaults workflow

  1. Open Group defaults and choose Edit defaults for Read-only, Planner, or Reviewer & executor. Platform administrator is immutable.
  2. Keep platform.read; it is mandatory.
  3. Add or remove only the listed delegatable operational permissions.
  4. Treat ai.configure as sensitive and default-off. It may be granted to a group or one user when required.
  5. Do not look for terminal.admin here. Administrator SSH is available only as a special per-user permission.
  6. Review the final set before saving. Saving writes an audit event and revokes active sessions for current group members.

Administrator workflow

  1. Create the user with username, display name, optional email, duty group, and temporary password.
  2. Set individual permissions to Inherit, Add, or Remove only when a clear business need exists.
  3. Use terminal.admin only for a named user who needs audited Administrator SSH. It can never be a group default.
  4. Review the Effective permissions summary before saving.
  5. Tell the user that group, status, permission, password reset, or password change revokes existing sessions.
  6. Review the audit event after every access change.
A group does not remove separation of duties.

Even when one group has both review and execution permissions, the same signed-in person cannot approve and execute the same governed scope.

Administrator SSH is not a device credential.

The permission only reveals the governed terminal control. Exact target trust, allowlist, host key, device AAA, credential profile, Device I/O, and terminal authorization still apply.

Governance

Roadmap

Use this page to understand delivery status and planned capabilities. It is a product status view, not an operational control.

Complete

Implemented baseline

The application capability has current repository tests or witnessed evidence. Deployment-specific SSO, TLS, HA, DR, secrets, or scale gates may still remain.

Operational foundation

Useful but bounded

A real slice exists, but vendor breadth, live canaries, scheduling, or environment closure is still open. Read the stated boundary before use.

Planned

Direction only

The capability is not an available control. Do not infer an API, worker, schedule, or device action from a roadmap row.

Check current behavior in the product.

A roadmap item may be planned, partial, or complete. For an operational decision, rely on current UI controls, current evidence, and the active design contract.

Reference

Troubleshooting

Start with the failed gate. Avoid broad restarts or repeated submissions.

Buttons or pages are missing

Open the account menu and check group and effective permissions. Sign in again if access was recently changed because permission updates revoke existing sessions.

AI Provider controls are missing

MOP planning permission allows use of enabled Providers but does not reveal their configuration. Check whether your effective permissions include ai.configure. It is default-off outside Platform Administrator.

WORKERS shows attention

Click WORKERS. Check the exact service, heartbeat, installation state, and queue depth. Start or restart only the failed fixed service and only after checking pending authorized work.

Device is reachable but an operation is blocked

Reachability is only one signal. Check active lifecycle state, Device I/O, allowlist expiry, SSH host-key match, credential profile, readiness, and operation permission.

A newly imported Cisco IOS XR device is NOT ONBOARDED

Open the Network Element, select Cisco IOS XR · adopt existing management, independently verify the exact host key, choose a compatible read credential or enter a one-time login, add the reason, and use Adopt & Discover. Do not run Nokia Auto-Init.

Sync is INCOMPLETE

Open the per-NE detail. Identify whether Readiness, Configuration, or Discovery lacks evidence. Fix that exact dependency, then run the per-device Sync.

A plan is rejected for stale inventory or baseline drift

Collect fresh evidence, review what changed, and build a new plan. Never reuse an old approval or weaken the stale-evidence gate.

A worker run is queued for too long

Check authorization expiry, worker health, queue order, target write locks, and active unknown outcomes. Do not submit duplicates.

A run reports unknown_outcome

Stop all writes to the target. Do not retry, roll back blindly, or release the lock. A Platform Administrator must verify the live device through an approved out-of-band path and record verified or rolled back with evidence.

A completed MOP no longer appears

A Platform Administrator may have soft-archived terminal history. Check the append-only Audit Log and retained execution evidence. Archiving the list row does not withdraw device configuration.

The tutorial opens a sign-in message

Your platform session is missing, expired, or was revoked. Return to the platform, sign in, complete any required password change, then open Tutorial again.

Reference

Status glossary

Use state text and evidence, not color alone.

StatusMeaningOperator response
READY / VERIFIEDRequired checks or expected configuration evidence passed.Check freshness and operational state before the next dependent action.
QUEUED / RUNNINGWork is waiting or being processed.Open the detail view. Do not submit a duplicate.
INCOMPLETE / PARTIALSome work completed, but required evidence or targets are unresolved.Review per-step or per-target results.
STALEThe evidence is older than the accepted collection window.Refresh or recollect before using it for a plan.
FAILED / DOWNA deterministic error or unavailable dependency stopped work.Record the error code, fix the exact cause, then create a fresh attempt.
UNKNOWN OUTCOMEA connection was lost where commit state may be uncertain.Stop, preserve the lock, and perform approved manual verification.
UNENROLLEDThe record is historical and excluded from platform automation.Use controlled Re-enroll; do not renew trust directly.
NOT ONBOARDEDThe imported NE has no completed platform trust and read-management path.Choose the correct network OS and use its supported initialization or adoption flow.
MANAGED · READ ONLYCisco IOS XR fixed-command discovery passed with exact identity and authorization.Use collected evidence only. Do not assume write, Day-0, or full readiness support.
READ-ONLYGlobal real-device I/O is disabled.Planning and review may continue. Device collection or writes cannot.
Automation Platform User GuideUse current platform evidence and your approved operating procedure for production decisions.
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