Personas

Personas are alternate views in Morpheus UI. A user’s access to certain Personas is controlled by Role permissions. At present, there are two Persona types: Standard and Service Catalog. The Standard Persona is the typical default view. The Service Catalog Persona is a simplified view where users are presented with pre-configured Instance types and Blueprints to choose from based on their Role. The rest of this section goes through the use of the Service Catalog Persona and how administrators can curate the selection their users see in this area.

Configuring Persona Access

Access to Personas is controlled by a user’s Role. Additionally, Persona access can be configured on the Tenant Role to set maximum Persona access for any user in the Tenant. By default, new Roles and Roles that existed prior to the creation of Personas will only have access to the Standard Persona. If desired, new Roles can be configured to have access to one or both Personas and existing Roles can be edited in the same way.

Tip

It’s recommended to set access to both Personas to “None” if you intend not to use Personas at all. Under this configuration, Morpheus gives access only to the Standard Persona and hides the Persona selection menu from the user. New Roles and Roles that existed prior to creation of the Personas feature are pre-configured in this way.

Edit Persona access on a Role with the following steps:

  1. Navigate to Administration > Roles
  2. Select the desired Role to edit
  3. Go to the Personas tab
  4. Allow access to one or both Personas as needed, changes are saved automatically
../_images/1rolePerms.png

Configuring Catalog Item Access

Within the Service Catalog Persona, users are presented with Catalog Items based on their User Role. Additionally, Catalog Item access can be set on the Tenant Role to restrict certain items from all users in the Tenant. By default, User Roles have no access to any catalog items (and no access to the Service Catalog Persona). When enabling Service Catalog Persona access for User Roles, you will also need to give access to some or all Catalog Items.

Configuring Global Access:

  • Full: Gives access to all Catalog Items
  • Custom: Gives access to individually-selected items from the list below
  • None: No access is given to any Catalog Items

Tip

When giving Custom access, be sure to set access on some of the individual catalog items to Full in order to reveal those items to the Role group.

Accessing Alternate Personas

Switch Personas by clicking on your name in the upper-right corner of the application window. If your Role gives you access to any additional Personas, they will be listed here.

../_images/2switchPersona.png

Service Catalog Persona

The Service Catalog Persona presents a simplified catalog where users can select and deploy Instances or Blueprints with pre-defined configuration with just a few clicks and without presenting an overwhelming list of options.

Dashboard

The default page for the Service Catalog Persona is the Dashboard. The Dashboard shows a selection of featured catalog items, a listing of the last few items the user has ordered, and a selection from the user’s inventory.

../_images/3scDashboard.png

Catalog

The catalog shows the complete list of pre-defined catalog items available to the user for provisioning. Catalog items are not created in the Service Catalog Persona. For more on creating catalog items, see the Self Service section (Tools > Self Service) of Morpheus docs.

../_images/4scCatalog.png

Inventory

The Inventory Page reveals the complete list of items which have been ordered by the user and provisioned. Users will only see their own items in this section.

../_images/5scInventory.png

Inventory Detail

Access the detail page for an item in your inventory by clicking the View Details link. The page displayed will look very similar to an Instance or App detail page in the Standard Persona. Highly detailed information on the health of the Instance or App are shown here. We can also take actions against Instances such as running Tasks or Workflows, reconfiguring the Instance, controlling the power state, and more.

../_images/6scDetail.png

Placing Orders

From the Catalog page, select the tile for your chosen item to see any custom options that may need to be set prior to provisioning.

../_images/7catalogOrder.png

Once the item is in the cart, make any additional selections to complete the order. Once finished, proceed to the cart by clicking on the cart icon at the top of the application window. Click “Review Order”. When reviewing your order, each selected item is listed along with its estimated cost. The total estimated cost for the entire order is also computed.

../_images/8catalogCart.png

Once PLACE ORDER is clicked, the provisioning process will begin and the user is redirected back to the catalog page. Any new orders can be viewed in Inventory and additional details can be accessed through the Inventory item detail page.