diff --git a/docs/platgovnetsuite/installation/running_the_spider.md b/docs/platgovnetsuite/installation/running_the_spider.md index de583157b3..d244c9c9b9 100644 --- a/docs/platgovnetsuite/installation/running_the_spider.md +++ b/docs/platgovnetsuite/installation/running_the_spider.md @@ -10,7 +10,7 @@ The first time the spider is run the entire account is scanned. Subsequent spide changes since the last run. :::note -The **Strongpoint** tab is only available to Administrators unless you specifically add it to other +The **Netwrix** tab is only available to Administrators unless you specifically add it to other roles. Refer to [Setting Access and Permissions](/docs/platgovnetsuite/installation/setting_strongpoint_tab_access.md) for more information. ::: @@ -24,22 +24,31 @@ To run the spider: 1. Log in as an Administrator. NetSuite security standards require an active Administrator login to execute some of the spider’s tasks. -2. Open **Strongpoint** > **Tools** > **Strongpoint Spider**. -3. Select **ReSpider All Records - SLOW** from **Update or ReSpider** if available. -4. Click **Start Spider**. While the spider is running, you must do the following: +2. Open **Netwrix** > **Tools** > **Netwrix Spider**. + + Manual Spider - Select record types to index, then run the spider + +3. Select **ALL** from **Record Types** input. +4. Click **Run Spider**. While the spider is running, you must do the following: - Keep the Spider tab open. If you close it, start it again. - Keep your NetSuite session active. - Remain logged in as an Administrator. -The gears spin during this part of the spider run. It can take between 45-60 minutes to complete. -When finished, the gears stop spinning and **Spider Finished** is displayed below the **Start -Spider** button. You can close the tab when finished. The spider continues to work in the background -to document your account. + +Manual Spider Processing + +The **Run Spider** button should turn into **Processing...**. It can take between 45-60 minutes to complete. +When finished, the button goes back to **Run Spider** and the icon stops spinning. + +Manual Spider Status + +The Spider Status is **Index Finished**. You can close the tab when finished. The spider continues to work +in the background to document your account. If you are not sure the spider completed successfully: -1. Open **Strongpoint** > **Strongpoint Support** > **Installation Settings** +1. Open **Netwrix** > **Netwrix Support** > **Installation Settings** 2. Click **Print**. 3. Print to a **PDF** file. 4. Email the file and any questions to your Customer Success Manager. @@ -56,8 +65,8 @@ any issues that arise are captured during the data validation phase. ### Confirm the Spider is Complete -Open **Strongpoint** > **Strongpoint Support** > **Installation Settings** and review the **Spider -Status** tab to confirm the **Last Completed Spider** shows a date. +Open **Netwrix** > **Netwrix Support** > **Installation Settings** and review the **Spider Status** +tab to confirm the **Last Completed Spider** shows a date. ![Review the Spider Status tab of the Installation Settings](/images/platgovnetsuite/installing_strongpoint/install_settings_spider_status.webp) @@ -72,7 +81,7 @@ There are very large differences between NetSuite accounts. The automated algori everything during the first pass. Platform Governance for NetSuite has a variety of tools to validate the data. -1. Open **Strongpoint** > **Support** > **Installation Settings** +1. Open **Netwrix** > **Netwrix Support** > **Installation Settings** 2. Click **View** 3. Review the **Recommendation** column for any Customization Types labeled **ReSpider This Record** or **Run DeDuplicate**. You can click on the column head to change the sort order, or use the @@ -80,13 +89,10 @@ validate the data. Types** so you can ReSpider them. 4. Review the **Documented Record Count** looking for any **0** (zero) values. Note the **Customization Types** so you can ReSpider them. No action is required if the value is blank. -5. Open **Strongpoint** > **Tools** > **Strongpoint Spider** -6. Select **ReSpider All Records - SLOW** from **Update or ReSpider** -7. **Select the Record Types** you noted. Use Ctrl-Click to select multiple record types. You do not - want to start over by ReSpidering the entire account. You can also enter an optional **Name - Filter**: entering all of part of the customization name to focus the spider. You can use the - **%** wildcard to search with the given name. -8. Click **Start Spider**. Customization and Records processed information is displayed when the +5. Open **Netwrix** > **Tools** > **Netwrix Spider** +6. **Select the Record Types** you noted. Use Ctrl-Click to select multiple record types. You do not + want to start over by ReSpidering the entire account. +7. Click **Run Spider**. Customization and Records processed information is displayed when the spider completes. :::note @@ -99,37 +105,35 @@ record type with the issue. You can ReSpider your account at any time. -1. Open **Strongpoint** > **Tools** > **Strongpoint Spider** -2. Select **Update Only - FAST** from **Update or ReSpider** -3. Select one or more record types that have an issue. You can also enter an optional **Name - Filter**: entering all of part of the customization name to focus the spider. You can use the - **%** wildcard to search with the given name. Here are the record types: +1. Open **Netwrix** > **Tools** > **Netwrix Spider** +2. Select one or more record types that have an issue. > | | | | > | ------------------------ | -------------------------- | --------------------------------- | -> | Custom Entity Fields | Mass Updates | User Roles | -> | Custom CRM Fields | Suitelet | Custom Report | -> | Custom Body Fields | RESTlet | Bundle | -> | Custom Column Fields | User Event Script | Online Customer Form | -> | Custom Item Fields | Scheduled Script | Custom Record Forms | -> | Custom Item Options | Client Script | Group | -> | Item Number Fields | Mass Update Script | Subsidiary | -> | Other Fields | Portlet Script | Department | -> | Custom Lists | Custom Workflow Action | Class | -> | Custom Records | Bundle Installation Script | Location | -> | Custom Record Fields | Map/Reduce Script | Custom Segment | -> | Custom Entry Forms | Plug-In | Email Template | -> | Custom Transaction Forms | Script Deployments | Custom Advanced PDF/HTML Template | -> | Searches | Workflow | | - -1. Click **Start Spider**. Customization and Records processed information is displayed when the +> | Entity Field | Mass Update | Custom Report | +> | CRM Field | Suitelet Script | Bundle | +> | Body Field | RESTlet Script | Online Customer Form | +> | Column Field | User Event Script | Custom Record Form | +> | Item Field | Scheduled Script | Group | +> | Item Option Field | Client Script | Subsidiary | +> | Item Number Field | Mass Update Script | Department | +> | Other Field | Portlet Script | Class | +> | List | Workflow Action Script | Location | +> | Record | Bundle Installation Script | Custom Segment | +> | Custom Record Field | Map/Reduce Script | Email Template | +> | Address Form | Plug-In Script | Custom Advanced PDF/HTML Template | +> | Entry Form | Script Deployment | SuiteApp | +> | Transaction Form | Workflow | Access Token | +> | Search | User Role | Integration | + +1. Click **Run Spider**. Customization and Records processed information is displayed when the spider completes. ## Saving a Status Report If you are working with a consultant who needs to see the results of this view: -1. Open **Strongpoint** > **Support** > **Installation Settings** +1. Open **Netwrix** > **Netwrix Support** > **Installation Settings** 2. Click **View** 3. Click **Print** and save it as a PDF. 4. 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