Managing Activities on the Dashboards Page

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The Dashboards page is the default page that displays when you open Skylar Advisor. This page contains a list of all your interactions and notices related to Skylar Advisor,

These activities include "Advisories", "Investigations", and "Predictions", which will be explained in this chapter. This page also includes links to your conversations with Skylar Advisor and any artifacts that you or Skylar Advisor generated.

What is an Advisory?

Advisories are events that Skylar Advisor considers to be the most important issues for you. They help uncover and provide resolution guidance for critical problems. Advisories are automatically generated in Skylar Advisor by looking for meaningful patterns across events instead of reacting to every alert in isolation.

Advisories are designed to help you focus your attention so you can take informed action instead of chasing event noise. An Advisory is a synthesized insight, not a raw alert. An Advisory represents a pattern of related issues (an "event group") that is impacting multiple devices or components and is persisting long enough to indicate real operational impact. Correlation is based on event severity, event message patterns, and metadata, such as entity, status, or service.

When you click an Advisory on the Dashboards page, you can view additional details about it, including a summary of the issue, root cause analysis, troubleshooting information, and more. You can also use the Ask Skylar feature when you have an Advisory open to do more research on the Advisory. To help you with your questions, Skylar Advisor will generate a set of Quick Prompts, which are additional prompts related to the event.

Image of a sample Advisory

Skylar Advisor also displays an Events link that displays the Skylar One events that were used to generate this Advisory. When Skylar Advisor creates an Advisory, it also sends data about that Advisory to Skylar One as an alert. If you have an event policy set up to handle these kinds of alerts, Skylar One will generate an event that includes the Advisory title, summary, and a direct link to the Advisory in Skylar Advisor for streamlined investigation.

What is an Investigation?

An Investigation is an on-demand event analysis that you can choose to generate for an event or event group.

You can create an Investigation by clicking the Start Investigation button or the Investigate Further button for an Advisory or an event group on the Data Lens page. Skylar Advisor will then run an analysis on that event or event group. The Investigation detail page lists the devices involved with the issue, along with any impacted device groups and business services.

Image of a sample Investigation

What is a Prediction?

In Skylar Advisor, a Prediction is a potential event that might occur in the near future if no action is taken. Predictions in Skylar Advisor are based on data from Skylar One and Skylar Analytics.

Image of a sample Prediction

Currently, Skylar Advisor generates predictions only from file system data.

The Dashboards Page

The Dashboards page contains a list of all your interactions related to Skylar Advisor, including Predictions, Advisories, Investigations, and conversations with Skylar Advisor.

This page also provides access to filtered lists of alerts and events from Skylar One, organized by business service, device group, issue type, or organization.

Image of the Recent Activity tab.

You can use the filters at the top of the Recent Activity tab on the Dashboards page to focus on the information displayed on this page:

  • All. Shows all activities that occurred during the current time frame. On the left, a set of buttons display a numbered list of your activities, organized by type.
  • My Work. Shows all activities that you investigated, claimed, closed, asked, shared, or were shared with you. This filter always displays your Ask Skylar questions and answers. On the left, a set of buttons display a numbered list of your activities and a numbered list of any artifacts you have generated, such as Knowledge Base (KB) articles, shared conversations, and bookmarked activities.
  • Time frame. Click the dates on this field to update the time frame of the data display. lets you move week-by-week through your past activities. You can update the time range, from six hours to 14 days, or you can select a custom range.
  • Search. Type search information into this text box to display activities that match your search text, or click the Filters button to select additional filters.

All of the tabs on the Dashboards page have a Help Ctr button at top right. Click this button to open a pane with short training videos that walk you through the various features of Skylar Advisor, including a short video of the latest features for this version of Skylar Advisor.

Activities and Options on the Recent Activity Tab

The Recent Activity tab on the Dashboards page displays the following activities and options:

  • Predictions (). Events that could potentially occur soon if nothing is done about them, based on data from Skylar One and Skylar Analytics. Currently, Skylar Advisor generates predictions only from file system data.

  • Advisories (). Events that Skylar Advisor considers to be the most important issues for you. They help uncover and provide resolution guidance for critical problems. Advisories are automatically generated by Skylar Advisor, and they directly correlate to alerts and events from Skylar One.

  • Investigations (). Ad-hoc event analyses that you can choose to generate for an event or event group. You create an Investigation by clicking the Start Investigation button for an Advisory on the Data Lens page.

  • Shared Conversions (). A list of interactions with Skylar Advisor using the Ask Skylar feature that have been shared with you by other Skylar Advisor users.

  • Ask Skylar () The Ask Skylar text box includes the questions you asked Skylar Advisor using the Ask Skylar feature. You can ask Skylar Advisor "plain English" questions just like you would for any other large-language model (LLM) like ChatGPT or Claude. To continue a conversation from the list, click a question.

  • Bookmarks (). A list of any of the activities that you selected with the enter selection mode icon () enabled to save to this section. If you bookmark an Advisory or an Investigation, that icon will display in blue to show it has been bookmarked.

  • Help Center (). This icon is not specific to an activity type, but you can click it to open the Help Center pane.

Archiving an Activity

You can archive an activity to remove it from the list on the Recent Activity tab. Please note that Skylar Advisor never deletes activities or conversations.

To archive or remove one or more activities that you no longer want to see on this tab:

  1. On the Recent Activity tab, click the enter selection mode icon () to enable it (turn it blue).
  2. Click the check box for any activity that you want to remove from the list. To select all activities, click the check all icon ().
  3. Click the archive selected icon (). After you confirm your action, the activities are removed from the tab.
  4. To view your archived activities, click the Filters button and select Archived.  On this pagem you can also "unarchive" an activity that was archived.

Bookmarking an Activity

You might want to bookmark an activity that has important data so you can find them quickly. This can be especially helpful for activities that are more than three months in the past, because you would need to use filters to find activities that are over three months old.

To bookmark one or more activities that you want to add to the Bookmarks section:

  1. On the Recent Activity tab, click the enter selection mode icon () to enable it (turn it blue).
  2. Click the check box next to any activity that you want to bookmark. To select all activities, click the check all icon ().
  3. Click the bookmark selected icon (). The activities are removed from the tab.
  4. To view your archived activities, click the Filters button and select Archived.

On an activity detail page, you can also click the bookmark icon () at top right to add or remove a bookmark.

Creating a Knowledge Base Article Based on an Activity

On an activity detail page for an Advisory, Investigation, Prediction, or a Conversation, you can click the KB Gen button to have Skylar Advisor create a draft Knowledge Base (KB) article based on that activity.

Image of a Skylar Advisor page with the Knowledge Base Builder pane.

After Skylar Advisor creates the KB article, you can:

  • Click Regenerate to create the article again. You might want to regenerate an article if you asked Skylar Advisor additional questions or added a comment.
  • Click Edit to edit the article in Markdown format. In edit mode, you can click Preview to see how your text looks with formatting, and you can click MD for a list of basic Markdown commands.
  • Click Export to download the article as a PDF.
  • Click Save to Corpus to save the article to the Corpus page.

All KB articles created by Skylar Advisor include a "[Generated by Skylar AI]" tag at the end of the article.

Using the Notes Feature

On an activity detail page for an Advisory, Investigation, Prediction, or Conversation, you can click the Notes button to open the Scratch Pad pane, where you can add notes in plain text or Markdown format.

Image of a Skylar Advisor page with the Scratch Pad pane.

On the Actions menu, you can:

  • Click Task List to generate a checklist of actions based on the selected activity.
  • Click Incident Resolution to generate an Incident Resolution Summary document, which contains Root Cause Analysis, Impact, and other notes.

Click Preview to see how your text looks with formatting. Click MD for a list of basic Markdown commands.

When you are done, you can click Insert My Notes to add the contents of the Scratch Pad to the selected activity. Your notes will appear as a comment in the conversation.

The Services, Device Groups, Issues, and Organizations Tabs

The remaining tabs the Dashboards page display event information in different ways, but the various icons and buttons on those tabs work in the same way. There are four tabs:

  • The Services tab displays a list of events for Skylar One business services.
  • The Device Groups tab of displays a list of events organized by Skylar One device group.
  • The Issues tab displays a list of events organized by issue type.
  • The Organizations tab of the Dashboards page displays a list of events organized by Skylar One organizations.

Image of the Device Groups tab on the Dashboard page.

If you do not have any events for a specific tab, that tab will not display on the Dashboards page.

Viewing Basic Event Details on a Tab

You can use the icons on the left of the Services, Device Groups, Issues, and Organizations tabs to filter the list of events on these tabs to only show one type of severity, such as all Critical events for your organizations or customers. You can click multiple buttons as needed. Click the button or buttons again to view all the events again.

These tabs display a "heatmap" view () that shows the events organized by severity in a color-coded graph, with Critical events displaying in red, Major events in orange, and so on. Click the "show treemap" view icon () to view the events without the heatmap colors.

When you mouse over a set of events organized by device group, issue, or organization, a pop-up displays a summary of the events for that set of events.

The Events Over Time pane displays events on a timeline based on either severity () or by volume ().

For any of the panes on these tabs, you can click the "expand to fullscreen" icon () to make that pane full-screen. Click the "exit fullscreen" icon () to return the pane to its default size again.

Viewing More Event Details on a Tab

When you select one or more sets of services, device groups, issues, or organizations (based on the tab you selected), the Recent Events pane and the Skylar Analysis pane appear at the bottom of the page. Also, the Events Over Time pane updates to display date only for the selected items.

Image of the Device Groups tab on the Dashboard page after clicking two device groups.

On the Recent Events pane, you can:

  • Review the events from the item you selected above (in this example, all the "Server" events and the "Test-kgc" events).
  • Click a device IP or device name to show only events for that device.

On the Skylar Analysis pane, you can:

  • Click Generate Analysis to have Skylar Advisor create a new analysis of the items you selected above.
  • When the analysis is done, if you need more information, you can click Investigate This Problem with Skylar to do a deeper investigation of the issue and create a new Investigation. The new Investigation is added to the Recent Activity tab of the Dashboards page.