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Kyle Baker, 03/10/2015 02:32 PM

Merge Hosts


Merge Hosts and Content Hosts into a single unified presentation. The unification includes all aspects of displayed information and user initiated actions. The primary objective is designing hosts presentation and workflows that will accommodate user needs in a more efficiently and reflect user needs.

Targeted Persona

System Engineer
Responsible for configuring all of the infrastructure to provision hosts - which includes reprovisioning based on new builds System Administrator
Responsible for deploying hosts to their portion of the companies managed infrastructure. Hosts are built based on the engineers configurations.

Systems User
(Both System Engineer & System Administrator roles)


Use Cases

Owner - David Caplan, Kyle Baker
Status - In Progress
Expected Delivery - 3/16/2015
Blockers - None


Owner - David Caplan, Mike Mccune, Ohad Levy
Status - Not Started
Expected Delivery - TBD
Blockers - Waiting on User Stories


Owner - Kyle Baker
Status - Not Started
Blockers - Waiting on User Stories & Requirements
Last updated TBD - Link to wireframes

Development Stories

Owner - Mike Mccune, Ohad Levy
Status - Started based on previous efforts
Expected Delivery - N/A
Blockers - Waiting on Wireframes



  • Host entitlement status is a priority
  • Context is not important for hosts


  • Need a single place where users can view host status and take action on hosts.
  • The current process of provisioning a new host does not support the administrator role. Ideally the UI would hide all of the deeper configuration options and surface the options which have been pre configured by the engineer. Users have complained that the process is too complex when in reality the complexity simply exposed to the incorrect user.
  • Pre-provisioning setup should include an option to build a boot ISO.

Related Features

  • Enabling Boot ISO - Feature coming soon
  • Host Collections - Feature coming soon

Use Cases

Story 1 Host Monitoring
A Systems User (System Engineer & System Administrator roles) would like to have a single place browse and understand the entirety of Linux hosts. (1) They are interested in finding out the status of a host or group of hosts in the infrastructure. (2) If there is an issue or scheduled update the Systems User needs the host's location and (3) to know the hosts software/business purpose.

  • What is the status of this host or grouping of hosts?
    • 1. Configuration Status
    • 2. Last Report or Check In
    • 3. Available Errata
    • 4. Periodically, Subscription Status
  • Where is this host running?
    • Capsule Information
    • Organization
    • Location
    • Environment
    • Host Group - For networking information
    • Host Collection
  • What is this host running? Is it performing a critical function?
    • Software Installed - OS, Errata
    • Puppet Facts
    • Content View Version
Story 2 Host Detail
A Systems User (System Engineer & System Administrator roles), During the identification/troubleshooting/updating process they need to examine the exact specs of a host to determine the best course of action.
  • Surface level Information
    • OS, mac(s), ip(s), serial number, environment, capsule, host-group (puppet module), organization and location, host collections
  • Drill down
    • hardware, software, networking, config, events, template(s), meta information, hypervisor
Story 3 Host Actions
A Systems User (System Engineer & System Administrator roles), During the troubleshooting/updating process I have identified which host or group of hosts I would like to take actions against.
Add or remove errata or packages
  • Change the location, organization, environment association
  • Change the host-group association
  • Change the host-collections association
  • Change the subscription status
  • Change puppet environment association
  • Change compute resource - If deployed on compute resource yet
Story 4 Create New Host
System Engineer
When new software is released we define builds in the form of requirements/standards. We then present them to stakeholders. We then use the Katello/Foreman workflow process to build a deployable kickstart file. This file is used by the system administrator to stand up a machine.
  • This infrastructure is preconfigured by the System Engineer before the host creation process
    • Organization, Location, Environment, etc.
    • Manage subscriptions and entitled content
    • Create, publish, promote Content View
    • Create Host Groups
    • Create Activation keys
    • Add networking services
System Administrator
As a System Administrator I want to easily provision a new host leveraging authorized configuration pre-created by the System Engineer.
  • Place in Infrastructure (Location, Environment, Capsule)
  • Assign networking services
  • Choose Activation Key - If using the activation keys as the bridging element to map CVs to host groups
  • Apply host to run on authorized compute resource
  • Future - Clone an existing system. While creating a new host there should be a button to select a system I want to clone and as a second where I can adapt the pre-filled configurations (e.g. CV, HG, etc.)


  • These features should be added as their own feature with their own specific user stories.
  • Comparing hosts
  • Dynamic host collections
  • Bookmark evolution
    • Use search and bookmark functionality hosts to create a grouping
    • Notes: Do the search and save as host collection
    • See the detail of the search (new collection)
    • Have search dynamically generate new list every time it runs
    • View logs to view what changed
    • Term 'Bookmark' is not appropriate there
    • Bulk operations against hosts without managing another objects
  • Interlinking host objects (clicking a CV shows all the host with that CV) then bookmarking
  • Clone existing host
    • Clone an existing system. While creating a new host there should be a button to select a system I want to clone and as a second where I can adapt the pre-filled configurations (e.g. CV, HG, etc.)
  • History
    • As a sysadmin I want to access from a single page the history of events that occurred for a specific system which may include:
    • Puppet reports (+ be able to filter for drifts to easily identify changes on the system)
    • Remote tasks execution results
    • OpenScap compliance tests results
    • Software management tasks (software installation, errata apply, etc...)
    • DH: for each action inside the history I want to see a rollback of this particular action similar to Sat5.


  • User stories will be broken down of the into specific actionable tasks to design and develop against.

Development Stories