Chapter 2. Creating a Plan
2.1. Creating an Insights Maintenance Plan
From within the Insights UI, there are multiple paths to create a maintenance plan with playbook integration. Included below are routes by way of the Inventory tab (a systems-centric approach) and through the Actions tab (a rule-centric approach).
2.1.1. Create a Maintenance Plan from the UI Inventory Tab
From the Insights UI, you can select the system or systems for which to resolve vulnerabilities, then drill down into the rules affecting those systems.
- Navigate to the Inventory tab of the Insights UI in the Customer Portal.
Select the systems you want to include in your maintenance plan.
View all of your systems by default, or filter the visible systems using the Group, System Status, or System Health dropdown menus.
- Click the Actions dropdown list located above the systems list and select Create a New Plan/Playbook or Add to Existing Plan/Playbook.
- In the dialog box, enter a plan name if creating a new plan, or if adding systems to an existing plan, select that plan from the dropdown menu.
Select the vulnerabilities you want this maintenance plan to resolve by clicking the checkboxes next to each action and click Save.
The plan is now visible at the bottom of the list of plans in the Planner view. Note the plan number.
Carefully review each vulnerability and the systems affected.
For each vulnerability, you can add or remove systems by clicking Edit.
- Click Download Playbook.
2.1.2. Create a Maintenance Plan from the UI Actions Tab
From the Insights UI, you can select individual rules or from rule types—Availability, Stability, Performance, and Security—and repair systems affected by those rules.
- Navigate to the Actions tab of the Insights UI in the Customer Portal.
Select a category for the type of issues you want to address.
Scroll down to view the rules within this category that affect your systems.
- Click on the rule you want to address.
- Following the rule description, scroll down to view the systems affected by this rule.
- Select all systems or individual systems that you want to repair.
- Click the Actions dropdown menu above the listed systems and choose whether to Create a new Plan/Playbook or Add to an existing Plan/Playbook.
- In the dialog box, enter a plan name if creating a new plan or, if adding systems to an existing plan, select that plan from the dropdown menu.
Click Save.
Below the plan name, in the Actions tab (shown by default), you can add more rules/actions that affect the selected systems. Or you can click the Systems tab and add more systems affected by the rule.
- Click Download Playbook.
Where did the comment section go?
Red Hat's documentation publication system recently went through an upgrade to enable speedier, more mobile-friendly content. We decided to re-evaluate our commenting platform to ensure that it meets your expectations and serves as an optimal feedback mechanism. During this redesign, we invite your input on providing feedback on Red Hat documentation via the discussion platform.