Proteus

Workflow
Software Version 3.7

Legal Notices
Important Read this page to ascertain binding terms.

Copyright
Copyright 20012011 BlueCat Networks (USA), Inc. and/or BlueCat Networks Inc. (collectively
BlueCat).
All rights reserved. Company names and/or data used in screens and sample output are fictitious,
unless otherwise stated.

Trademarks
BlueCat Networks, the BlueCat Networks logo, Proteus, and the Proteus logo, Adonis and the Adonis
logo are trademarks of BlueCat. Windows is a registered trademark of Microsoft Corporation. All other
product and company names are registered trademarks or trademarks of their respective holders.

Export Warning
BlueCat equipment is a Class A product. In a domestic environment, this product may cause radio
interference, in which case you may be required to take appropriate measures.

Canadian Regulatory Compliance

BlueCat equipment is a Class A digital device that complies with Canadian ICES-003.

FCC Compliance
BlueCat equipment generates, uses and may emit radio frequency energy. This equipment has been
type tested and found to comply with the limits for a Class A digital device pursuant to part 15 of FCC
rules that are designed to provide reasonable protection against such radio frequency interference.
Operation of this equipment in a residential area may cause interference that may require you to take
reasonable measures to correct at your expense.
Any modifications to this device, unless expressly approved by the manufacturer, can void the users
authority to operate this equipment under part 15 of the FCC rules.

Disclaimer
a) Read this document before installing or using the product. Failure to follow the prescribed
instructions may void the Bluecat warranty.
b) BlueCat has granted you the right to use this document. BlueCat believes the information it
furnishes to be accurate and reliable, but BlueCat assumes no responsibility for, or arising out of, your
use of the information except to the extent expressly set out in the end-user agreement (EUA) if any,
binding you and BlueCat associated with the product. No license is granted by implication or otherwise
under any patent, copyright or other intellectual property right of BlueCat, except as specifically
described in the above noted EUA, if any.
c) BlueCat reserves the right to change specifications at any time without notice.

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Welcome .................................................................................................. 5
Who should read these Guides? ........................................................................ 5
Pre-requisites ............................................................................................ 5
References ................................................................................................ 6
Typographic Conventions ............................................................................... 6
Contacting BlueCat Networks .......................................................................... 6

Workflow
Assigning Workflow Levels ............................................................................. 8
Submitting Workflow Requests ....................................................................... 10
Approving Workflow Requests ........................................................................ 11
Viewing Approved Workflow Requests .............................................................. 12
Removing Workflow Settings .......................................................................... 13

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Contents

Proteus Evaluation Guides

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Preface

Welcome
Welcome to the Proteus Evaluation Guides. Each guide contains exercises related to a specific topic.
These exercises are designed to help you become familiar with Proteus very quickly.

Who should read these Guides?

The guides are intended for a technical audience that may include network planners and DNS and
DHCP administrators. Readers should have some background in DNS and DHCP as well as general
network concepts. The guides will be most useful to anyone involved in testing Proteus in a laboratory
environment before going to a production environment.

Pre-requisites
The guides assume that you have read the Proteus Installation Guide and have performed the
following tasks:
Installed the Proteus appliance in a rack or installed a virtual machine.
Installed two Adonis appliances in a rack or installed the virtual machines.
Installed a Windows 2003 or Windows 2008 server (optional).
Installed a Windows XP workstation (optional).
Powered up the Proteus appliance and connected it to the network.
Assigned information including the IP address, subnet mask, and gateway.
Enabled SSH on the Proteus server (optional).

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Preface

References
Working with an IPAM system requires in-depth knowledge of many subject areas, including DNS, DHCP,
IP Inventory Management and General Networking. The following references are provided for readers
who require more background knowledge before working with Proteus.
The DHCP Handbook, Second Edition by Ralph Droms and Ted Lemon, SAMS Publishing, ISBN 0672-32327-3
Pro DNS and BIND by Ron Aitchison, Apress, ISBN 1-59059-494-0
The Internet System Consortium: www.isc.org.
The BIND FAQ: https://www.isc.org/software/bind/documentation
The DHCP FAQ: https://www.isc.org/software/dhcp/documentation.

Typographic Conventions
This guide uses the following conventions:
Bold

Command line options and user input to be typed.

Bold blue

Button names, fields, tabs, and icons in the user interface.

Bold blue italic

Cross references and hypertext links within the document.

Blue underline

Hypertext links to external URLs.

Monospace

Source code examples and terminal output.

Monospace italic

Variables in code examples.

Normal italic

New terms being defined.

Emphasis within a concept description.
Dialog box, window, and screen names.

Caution.

This icon appears alongside a Caution. Cautions usually appear where

performing an action may be dangerous to the user or to the equipment, or
where data may be corrupted or incomplete if the caution is not observed.
This icon appears alongside a Note. Notes give additional detail about the
material presented in concepts and procedures.

Note.

Tip.

This icon appears alongside a Tip. Tips are similar to Notes and suggest
alternative ways to accomplish a task or provide ideas for using the product in
the most effective way.

Contacting BlueCat Networks

For 24/7 support, visit the BlueCat Networks CARE Portal. If you have any comments about our
documents, please email us at docsfeedback@bluecatnetworks.com

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Workflow

These exercises explore the Workflow feature:

Assigning Workflow Levels on page 8
Submitting Workflow Requests on page 10
Approving Workflow Requests on page 11
Viewing Approved Workflow Requests on page 12
Removing Workflow Settings on page 13
You must complete the Basic exercises before you start these exercises.

Estimated Time to Complete: 15 minutes

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Workflow

Assigning Workflow Levels

Summary:

Assign one user the workflow level of Recommend so that the user can submit
workflow requests. Assign a second user the workflow level of Approve so that the
user can approve workflow requests.

Preparation:

Complete the Basic Exercises.

Prerequisite

None.

To create two workflow users:

1 Log in with a username of admin01 and a password of password.
2 Click the Administration tab. The Administration page appears.
3 Under User Management, click Users and Groups.
4 Click New. The Add User page appears.
5 In the Username field, type user01.
6 In the Password and Confirm Password fields, type password.
7 In the E-mail Address field, type user01@example.com
8 Leave the Non-Administrator option selected.
9 Leave the rest of the fields at their default values.
10 Click Add Next.
11 Create another user account named user02.
12 In the Password and Confirm Password fields, type password.
13 In the E-mail Address field, type user02@example.com
14 Leave the Non-Administrator option selected.
15 Leave all other settings at their default values.
16 Click Add.

To assign a user the Recommend workflow level:

1 Click the IP Space tab. The Configuration information page appears.
2 Click the Details tab.
3 Click New Access Right. The Add Access Right page appears.
4 From the drop-down list, select user01.
5 Click Add.
6 From the Default Access drop-down list, select Add. The Workflow Level drop-down list
appears.
7 From the Workflow Level drop-down list, select Recommend.
When the user creates, modifies or deletes IP network and DNS zone-related objects, these
tasks are submitted as workflow requests.
8 Click Add at the bottom of the page.

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Workflow

To assign a user the Approve workflow level:

1 Click New Access Right. The Add Access Right page appears.
2 In the drop-down list, type user02.
3 Click Add.
4 From the Default Access drop-down list, select Full Access. The Workflow Level drop-down
list appears.
5 From the Workflow Level drop-down list, select Approve.
This allows user 02 to approve workflow requests.
6 Click Add at the bottom of the page.
Two access rights appear at the bottom of the page on the Details tab.

Test Case Results:

Expected Results:

You assigned one user the workflow level of Recommend: this user can submit
workflow requests. You assigned a second user the workflow level of Approve: this
the user can approve workflow requests.

Success

Pass
Fail

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Workflow

Submitting Workflow Requests

Summary:

Log in as a user with the workflow level of Recommend and submit a workflow
request to create a network.

Preparation:

Complete the Basic Exercises.

Prerequisite:

Assigning Workflow Levels on page 8.

To submit a workflow request:

1 Log out as admin01.
2 Log in as user01 with a password of password. The My IPAM page appears.
3 Click the IP Space tab. The Configuration information page appears.
4 Click 172.16.0.0/16. The IPv4 Block page appears.
5 Click New, and then select IPv4 Network. The Add IPv4 Network page appears.
6 Leave the CIDR Block option selected.
7 In the CIDR Block field, type 172.16.1.0/24.
8 Click Add. The IPv4 Block page appears.
The 172.16.1.0/24 network appears under the Requested Objects section of the page, showing
that this is a request to create the object.
Note.

9 Click the Details tab.

A request to create this network has been submitted for approval. An Administrator or a user
account with the workflow level of Approve can approve it.
10 Click the Address Space tab again. The change request no longer appears.
11 Click the configuration01 breadcrumb.
12 Click the Details tab.
13 Click the Add IPv4 Network request within the Change Request section of the page. The
Change Request Details page appears showing information about the request.
14 Click Cancel.

Test Case Results:

Expected Results:

You logged on as a user with the workflow level of Recommend and submitted a
workflow request to create a network.

Success:

Pass
Fail

10

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Workflow

Approving Workflow Requests

Summary:

Approve a workflow request.

Preparation:

Complete the Basic Exercises.

Create a Workflow Requests widget.

Prerequisite:

Submitting Workflow Requests on page 10.

To approve a workflow request:

1 Log out as user01.
2 Log in as user02 with a password of password.
The pending change request appears in the Workflow Requests widget on user02s My IPAM
page.
3 Click the Add IPv4 Network request in the Workflow Requests widget. The Change Request
Details page appears.
From this page you can approve or deny a request. You can also delete the request, which is
similar to denying it. However, this removes all evidence of the request.
Note.

4 Click Approve.
The Workflow-Change Requests page appears. The request appears as Approved
column and the IPv4 network is created.

in the State

5 Click the IP Space tab.

6 Click the 172.16.0.0/16 IP block. The IPv4 Block page appears showing the 172.16.1.0/24
network.

Test Case Results:

Expected Results:

You approved a workflow request.

Success:

Pass
Fail

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Workflow

Viewing Approved Workflow Requests

Summary:

View an approved workflow request.

Preparation:

Complete the Basic Exercises.

Prerequisite:

Approving Workflow Requests on page 11.

To view an approved workflow request:

1 Log out as user02.
2 Log in as user01 with a password of password.
The approved change request for the network appears on the My IPAM page.
3 Click the Add IP4 Network request. The Change Request Details page appears.
The change request lists a state of Approved to show that the request was approved.
4 Click Cancel.

Test Case Results:

Expected Results:

You logged on as the user who made the request and saw that was approved.

Success:

Pass
Fail

12

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Workflow

Removing Workflow Settings

Summary:

Remove the network and users created in the workflow exercises.

Preparation:

Complete the Basic Exercises.

Prerequisite:

Workflow on page 7.

To delete workflow settings:

1 Log out as user01.
2 Log in as admin01.
3 Click the IP Space tab.
4 Click the 172.16.0.0/16 block. The IPv4 Block page appears.
5 Select the checkbox beside 172.16.1.0/24.
6 Click Action, and then select Delete Selected. The Confirm Delete page appears.
7 Click Yes.

To delete the workflow users:

1 Click the Administration tab. The Administrator page appears.
2 Under User Management, click Users and Groups. The Users and Groups page appears.
3 Select the checkboxes beside user01 and user02.
4 Click Action, and then select Delete Selected. The Confirm Delete page appears.
5 Click Yes.

Test Case Results:

Expected Results:

You deleted the network and the users created in the workflow exercises.

Success:

Pass
Fail

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Workflow

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For safe operating procedures, ensure compliance with the guidelines below.

CAUTION

CAUTION

Do not remove the cover from the appliance. The cover

is to be removed only by qualified personnel. There are
no serviceable parts provided inside.

Electrostatic Discharge (ESD) precautions are required

before handling the appliance. Wear a wrist strap with
an appropriate ground connection.

CAUTION

CAUTION

To prevent the unit from overheating, never install the

appliance in an enclosed rack or room that is not
properly ventilated or cooled. For proper air flow, keep
the front and back sides of the appliance clear of
obstructions and away from the exhaust of other
equipment.

There is danger of an explosion if the battery is replaced

incorrectly. Replace only with the same or equivalent
type recommended by the appliance manufacturer.
Contact technical support if you need to replace a
battery.

CAUTION

CAUTION

Before servicing, power off the appliance by using the

rear panel switch. If the appliance does not have an On/
Off switch, then unplug the power cord.

Failure to properly ground the appliance, either by

circumventing the 3-wire grounding-type plug or by
using a power outlet that is improperly grounded, can
create a potentially hazardous electrical situation.

FCC Notice
This device complies with part 15 of the FCC Rules. Operation is subject to the following conditions:
1 This device may not cause harmful interference.
2 This device must accept any interference received, including interference that may cause
undesired operation.
No (Telecommunications Network Voltage) TNV-connected PCBs shall be installed.

Warning
This is a Class A product. In a domestic environment, the product may cause radio interference in
which case the user may be required to take adequate measures.
2011. All rights reserved.

Proteus Evaluation Guides Software Version 3.7

BlueCat Networks (USA), Inc.

www.bluecatnetworks.com
Toll Free: 1.866.895.6931
Document #: PEG_3.7
Published in Canada
Date: March 2011