Management

In the Management page, you can define an index pattern to retrieve the data stored as indexes. Management tab lists every field in the default index pattern. You are required to import OpenSearch Dashboards json which contain these indexes:

  • rpa-trans-*
  • rpa-txn-steps-*

Index pattern is used to retrieve all the operational data from the transaction store. For more information about importing the index patterns, see Configuring OpenSearch Dashboards Reports section in Installation. 

Accessing the Management page

To access the management page:

  • Navigate to Reports tab > Management.

 

NOTE: 

For more information about Configuring Index Patterns, see Installation

Refreshing Index Patterns

If you have added new/ custom fields in OpenSearch indexes, to pick these newly added fields in OpenSearch indexes user needs to click the  (Refresh) icon from the index pattern list to refresh the Index patterns for all the roles. Upon refreshing the index pattern, OpenSearch Dashboards will get to know that there are new fields in the index/index-pattern. To add index pattern, navigate to Management > Index patterns > Refresh.

 

Prerequisites

Before proceeding with refreshing the index pattern, ensure that you have performed the following:


To refresh index pattern: 

  1. Logged-in user should not have any FLS restrictions applied for the particular role on the target index 

OR
Alternatively, ensure that the FLS settings of target index pattern is turned off for the role assigned to the logged-in-user. For more information about the process to turn off FLS setting of any index pattern for selected Role, see Specify Roles Access section in Administrator.

  1. After successful refresh, you can re-enable FLS settings of that index pattern. 

Restoring OpenSearch Dashboards Indexes

Post refresh, if you are getting "cannot locate the index-pattern-field" error while reloading dashboard or visualizations, this indicates that your index pattern refresh was done incorrectly (possibly with FLS settings enabled). In case the index patters are refreshed incorrectly while FLS settings were enabled.  To restore OpenSearch Dashboards indexes correctly, user needs to re-refresh index pattern. For more information, see Refreshing Index Patterns section.