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play_arrow Introduction
- play_arrow Overview
- play_arrow Access and Manage Paragon Automation Account
play_arrow Administration
- play_arrow Introduction
  - Administration Overview
  - Administration Workflow
- play_arrow Organization Management
- play_arrow Site Management
- play_arrow User Management
- play_arrow Inventory Management
  - About the Inventory Page
  - Assign a Device to a Site
- play_arrow Audit Logs
  - Audit Logs Overview
  - About the Audit Logs Page
- play_arrow Tags
  - About the Tags Page
  - Manage Tags
play_arrow Device Life Cycle Management
- play_arrow Introduction
- play_arrow Day-Wise Activities for Device Life Cycle Management
- play_arrow Field Technician User Interface
  - Field Technician UI Overview
  - Working with Field Technician UI Pages
- play_arrow Onboarding Profiles
- play_arrow Plan Device Onboarding
- play_arrow View Device Onboarding
- play_arrow Device Management
play_arrow Observability
- play_arrow Introduction
  - Observability Overview
- play_arrow Health Dashboard
- play_arrow Troubleshoot Devices
- play_arrow View Network Topology
play_arrow Trust and Compliance
- play_arrow Introduction
  - Trust and Compliance Overview
  - Perform Compliance Scan and Manage Checklists
- play_arrow Manage Trust Settings and Trust Scores
- play_arrow Manage Compliance Scans
- play_arrow Manage Vulnerabilities
- play_arrow Monitor Integrity
play_arrow Service Orchestration
- play_arrow Introduction
  - Service Orchestration Overview
  - Service Provisioning Workflow
- play_arrow View Service Design Catalog
- play_arrow Manage Customers
- play_arrow Add Resources for Network Services
- play_arrow Manage Service Instances
- play_arrow Provision VPN Services
- play_arrow Monitor Service Order Execution Workflows
play_arrow Active Assurance
- play_arrow Introduction
- play_arrow Test Agents
- play_arrow Tests and Monitors
- play_arrow Test Templates
  - About the Test Templates Page
  - Create a Test Template
play_arrow Paragon Shell CLI Reference

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English

GUI Overview

date_range 23-Aug-24

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The Paragon Automation GUI provides an easy to use, single pane of glass experience that allows you to access the different use cases and features.

To access the Paragon Automation GUI, you must log in using your Paragon Automation account. For more information, see Access the Paragon Automation GUI. After you log in successfully to the Paragon Automation GUI, you are taken to the Troubleshoot Devices page, which displays the devices belonging to your organization and enables you to manage the devices. For more information, see About the Troubleshoot Devices Page.

In this topic, we’ll discuss some commonly used elements and features of the Paragon Automation GUI.

Menu and Banner

The two elements of the Paragon Automation GUI that you’ll use frequently are as follows:

Menu: The menu, which is available at the left-side of the GUI, is minimized by default. You can hover over or click inside the menu to expand the menu. A sample of the expanded menu is shown in Figure 1.

You can expand the menu and click different menu entries to navigate to the different pages in the Paragon Automation. For details about the menu, see GUI Menu Overview.
Banner: The banner, which is displayed at the top of the page (see Figure 1) contains several icons and GUI elements that you’re likely to use regularly. These icons and GUI elements are explained in Table 1.

Figure 1: Sample Page Showing Menu and Banner

1 — Menu toggle icon	6 — Organization drop-down
2 — Expand/Collapse Navigation	7 — Settings Menu
3 — Menu bar and expanded menu	8 — Help (?) icon
4 — Banner	9 — User account icon
5 — Organization name

Table 1: Banner Icons and GUI Elements
Description	Function
Menu Toggle	Click either the menu toggle icon (the icon with three horizontal bars) in the top left of the banner or the Expand/Collapse Navigation button (> or <) to toggle the visibility of the Paragon Automation menu. If the menu was previously hidden, it is displayed, and the menu is hidden if it was previously displayed.
Organization drop-down	The Organization drop-down displays the current organization that you are accessing. Click the Down arrow next to the organization name expand the drop-down. You can: View the list of organizations to which you have access. You can click an organization name to switch context to that organization. Click Create Organization to add an organization. For more information, see Add an Organization.
Settings Menu	Click the gear icon to quickly access the following settings from the banner instead: System Settings—View, configure, and manage the settings of an organization. For more information, see Manage Organization Settings. Users—View details of the existing users and the users invited to access the organization. For more information, see About the Users Page. Audit Logs—View audit logs generated by user-initiated tasks based on the time interval you select. For more information, see About the Audit Logs Page.
Help (?) menu	Click the (?) (help) icon to access the help menu, which provides links to the following: Release Notes—Opens the Release Notes panel within the application, which lists the new and changed features and the bug fixes in the current software release. Quick Help—Opens the Quick Help panel within the application, which contains the topics that explain how to use Paragon Automation. You can use the Featured tab to access featured topics or the All Topics tab to access all topics. API Docs—Opens the REST API documentation. Use this guide to view the list of Paragon Automation REST APIs. About—Opens the About panel, which provides information about the software release and copyright information. Juniper Support—Opens the Juniper Support portal. Use this portal to create and manage your support cases.
User account icon	Click the user account icon to access the user account menu, This menu displays your name and e-mail address, and you can do the following: Manage your account: Click My Account to open the My Account page, where you can modify your account, password, and other information. See Manage Your Paragon Automation Account. Log out of Paragon Automation: Click Logout to log out of the GUI. You are logged out and taken to the Juniper login page.

Breadcrumbs and GUI Elements in Landing Pages

Figure 2 shows the breadcrumbs, page help, and other GUI elements or icons, and Table 2 provides a high-level explanation of their functions.

Figure 2: Sample Page Showing Breadcrumbs, Page Help Icon, and Other GUI Elements

1 — Breadcrumbs	5 — Edit icon
2 — Page Help icon	6 — Delete icon
3 — More drop-down	7 — Favorite icon
4 — Add or Create icon

Table 2: Breadcrumbs, Page Help Icon, and Other GUI Elements or Icons
Description	Function
Breadcrumbs	The breadcrumbs in the Paragon Automation display the menu structure and provide an alternative way to navigate the menu. Click the Down arrow next to a breadcrumb to access the menu entries at that menu level.
Page Help icon	Click or hover over the page help (?) icon to view help text for the page and access the More... link. You can click the More... link to open the in-application help topic for that page.
More drop-down	The More drop-down provides additional options for tasks that you can perform on a page.
Add or Create (+) icon	Used to add or create an entity; for example, create a site.
Edit (pencil) icon	Used to modify an existing entity; for example, modify a site.
Delete (trash can) icon	Used to delete an entity; for example, delete a site.
Favorite icon	Used to mark a page as a favorite page or remove a page that was previously marked as a favorite. See View, Add, and Remove Favorite Pages.

Sort, Resize, Filter, and Search Icons, and Related GUI Elements

Figure 3 shows the sort, filter, search, and related GUI elements that you typically encounter on landing pages (for example, Sites). Table 3 lists these icons and provides a high-level explanation of their functions.

Note:

The search and filter icons might not be available on some pages.

Figure 3: Sample Page with Sort, Resize Columns, Filter, Search, and Related GUI Elements

1 — Sort icons	4 — Search icon
2 — Resize column icon	5 — Column and Page Preferences Menu
3 — Filter icon

Table 3: Sort, Resize, Filter, Search, and Related GUI Elements
Description	Function
Sort icons	The sort icons next to a column label in a table (grid) indicate that the data can be sorted (in ascending or descending order) based on that column. To sort the data, click the column label. The corresponding sort icon changes color to indicate whether the data is sorted in ascending or descending order.
Column Resize icon	In some tables, columns can be resized by moving your mouse between two column names until you see the column resize icon. You can then left-click your mouse, and hold and drag the mouse resize the column.
Re-arrange columns	To move a column, click inside a column label, hold and drag to move the column to where you want it to be placed, and release.
Filter icon (funnel)	You can apply one or more filters to the data in the table and, if needed, save the filters. Hover over or click the filter icon to access the filtering menu. For more information, see Filter Data in a Table.
Search icon (magnifying glass)	You can click the search icon search the data and, if needed, save the search as a filter. Click the Search icon and enter one or more keywords, and press Enter. The data displayed in the table is filtered based on the keywords that you entered. To save the search as a filter so that it can be reused later, click Save. For details, see Filter Data in a Table. To clear a search, click the X icon. The unfiltered data is displayed in the table.
Vertical Ellipsis icon	Click or hover over the vertical ellipsis to access the column and page preferences menu. You can do the following: Show or hide columns in the table (grid): Hover over or click Show/Hide Columns to view the list of columns that you can display in the table. The check box next to the column indicates whether the column is displayed (check box is selected) or not (check box is cleared). (Optional) Select the check boxes corresponding to the columns that you want to display in the table. The selected columns are displayed in the table. (Optional) Clear the check boxes corresponding to the columns that you do not want to display. The cleared columns are no longer displayed in the table. Reset the page preferences and remove any previously applied filters: Hover over the vertical ellipsis menu and click Reset Preference. A message appears asking you to confirm the reset. Click Yes. The page preferences are reset and the default view is displayed.

Page Display, Navigation, and Related GUI Elements

Figure 4 shows the GUI elements related to page display and navigation, which that you typically encounter on landing pages (for example, Sites). Table 4 lists these GUI elements and provides a high-level explanation of their functions.

Figure 4: Sample Page Showing Display, Navigation, and Related GUI Elements

1 — Total number of entries (items) available	5 — Page numbers
2 — Refresh icon	6 — Navigate to the next page icon
3 — Number of items displayed per page	7 — Go to (page number)
4 — Navigate to the previous page icon

Table 4: Page Display, Navigation, and Related GUI Elements
Function	Description
`Total-number` [of] items	Displays the total number of items or entries available on a page.
Refresh icon	Typically, pages in the Paragon Automation GUI refresh automatically. However, you can click the Refresh icon to trigger a manual refresh if needed.
Display options	This field displays the number of entries per page in the table (grid). You can click the number and select the number of items that you want to display.
Previous Page (<) icon	For tables displaying two or more pages, click < to go to the previous page.
Page numbers	Displays one or more page numbers depending on the number of pages of items (entries) displayed. Click the page number to go to that page.
Next Page (>) icon	For tables displaying two or more pages, click > to go to the next page.
Go to `page-number`	For tables displaying two or more pages, enter the page number in the text box and press Enter to go to that page.

View, Add, and Remove Favorite Pages

In Paragon Automation, you can mark pages that you frequently use as favorites, so that you can access such pages easily. You can view existing favorites in the Favorites menu, remove existing favorites, or add pages as favorites. A sample page showing the Favorites menu, icons, and so on is shown in Figure 5.

Note:

The Favorites menu appears only if at least one page marked as a favorite.

You can do the following:

View or access favorite pages: You can use the Favorites menu to view and access existing favorite pages.
Add a page as a favorite: You can add a page as a favorite in one of the following ways:
- By clicking the star icon next to the menu entry.
- By clicking the star icon at the top right corner of a page (below the Paragon Automation banner).
When you add a page as a favorite, it appears under the Favorites menu. The star icon is shaded (filled), which indicates that the page is a favorite.
Remove a page as a favorite: You can remove a page as a favorite in one of the following ways:
- By clicking the shaded star icon in the Favorites menu.
- By clicking the shaded star icon next to the menu entry.
- By clicking the shaded star icon at the top right corner of a page.
When you remove a page as a favorite, it no longer appears in the Favorites menu. The star icon changes to empty (unshaded), which indicates that the page is not a favorite.

Figure 5: Sample Page with Favorites Menu, and Add, or Remove Favorite Icons

1 — Favorites menu	3 — Add as a favorite (using the menu)
2 — Remove existing favorite (using the menu)	4 — Add as a favorite (using the page)

Filter Data in a Table

Paragon Automation enables you to filter the data displayed in a table (grid) based on filter criteria. You can specify one or more criterion, and use conditional operators (AND or OR) to create a combination of filter criteria.

Figure 6 shows the expanded filter menu with and without filters and Figure 7 shows a sample page on which filter criteria are applied. Table 5 explains the different icons and GUI elements related to filters (as shown in Figure 7).

Figure 6: Filter Menu with and without Filters

1 — Filter icon and drop-down menu	3 — Mark as default icon
2 — Expanded filter menus	4 — Delete filter icon

Figure 7: Sample Page Showing Filter Criteria Applied

1 — Filter criteria applied	4 — Clear all filter criteria icon
2 — Add filter criterion icon	5 — Filter icon and drop-down menu
3 — Apply filter criteria icon	6 — Save as filter button

Table 5: Icons and GUI Elements Related to Filters
Function	Description
Filter criteria field (text box)	This field (text box) displays the filter criteria that was previously specified. You can enter additional criteria by using the Add (+) icon.
Add criterion icon (+)	Click the + icon to add a filter criterion. For details, see Add Filter Criteria.
Apply filter criteria icon (✓)	Click the check mark icon (✓) to apply the filter criteria that you specified. The filtered data is displayed in the table.
Clear all filters icon (X)	To clear all the applied filter criteria and display unfiltered data, click the X icon.
Filter icon (funnel) and drop-down	Hover over or click the filter icon or the down arrow button to access the menu to toggle the display of filters and access previously saved filters. See Figure 6.
Save filter button	To save the filter criteria so that you can reuse it later, click Save and follow the instructions in Step 5.

Add Filter Criteria
Apply a Saved Filter
Mark a Saved Filter as Default
Delete a Saved Filter

Add Filter Criteria

To add one or more filter criteria:

Do one of the following:
- If no filters are present, click the filter (funnel) icon and select Show advanced filter (see Figure 6).
- If one or more filters are already present, click the Add (+) icon above the table (see Figure 7).
A page appears displaying the fields related to filter criteria.
Configure the fields as described in Table 6.

Note:
Fields marked with an asterisk (*) are mandatory.
Click Add.

The data in the table (grid) is filtered based on the criteria that you specified. The filter criterion appears on the top of the table (grid).
(Optional) Do one of the following:
- Specify additional filter criteria by selecting the Operator (see Table 6) and configure the rest of the fields as explained in Step2).
- Click Close to close the pop-up.
  
  You are returned to the previous page.
(Optional) To save the filter criteria so that you can reuse it later, click Save.

The Save Filter page appears.
1. Enter a name for the filter in the Name text box.
2. To set the filter as a default, click the Set as default toggle button.
  Note:
  When you set a filter as a default, Paragon Automation automatically applies the filter on the page, and displays the filtered data.
3. Click OK.
  
  A confirmation message appears indicating that the save operation was successful.
  
  You can access saved filters using the funnel (filter) icon.
  
  Note:
  Saved filters are stored in the local storage of the browser that you use to access Paragon Automation. If you clear your browser's local storage, the filters are cleared.

Table 6: Fields on the Add Criteria Pop-Up
Field	Description
Operator	Note: This field appears only when you've already entered one filter criterion and want to enter the second or subsequent criteria. Select the logical operator for the filter criterion that you are specifying: AND: Data is filtered only when both the filter criteria are met. OR: Data is filtered when one of the filter criteria is met.
Field	Select the field (parameter) that you want to use as a filtering criterion. For example, on the Sites page, you can select Name, Country, or Address as a filtering criteria.
Condition	Select the filtering condition that you want to use in the filter. A filtering condition can be: A mathematical operator; for example, = (equal to) or != (not equal to). A keyword; for example, starts with, Includes, or In.
Value	Specify one or more values (depending on the condition that you specified) on which to filter the data.

Apply a Saved Filter

To apply a previously saved filter:

Hover over or click the filter icon (funnel).

The Filter menu appears.
Click the filter that you want to apply.

The filtered data is displayed in the table.

Mark a Saved Filter as Default

To mark a previously saved filter as a default:

Hover over or click the filter icon (funnel).

The Filter menu appears.
Hover over the filter that you want to mark as a default and click the star icon that appears next to the filter's name.

The star icon is shaded (filled), which indicates that the filter is now a default. The next time that you access the page, the default filter is applied and the filtered data is displayed in the table.

Delete a Saved Filter

To delete a previously saved filter:

Warning:

When you trigger the deletion of a filter, it is deleted immediately. You cannot recover the filter. So, ensure that you check the filter that you want to delete before triggering a delete operation.

Hover over or click the filter icon (funnel).

The Filter menu appears.
Hover over the filter that you want to delete.

A delete icon (X) appears next to the filter name.
Click the delete (X) icon.

The filter is deleted. If the filter was previously saved as a default, then the filter is no longer applied on the page.

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