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First Serverboards steps

Install Serverboards

First of all you need to have Serverboards installed in your system. Follow the steps at the download page. If you have any trouble you can ask for community support at our forums, or contact us for email support.

First login and create a new user

Serverboards as installed has support for PAM Authentication. This means that users of the system can log in with the normal username and password.

For example if you have an user in this system with name john and password connor, you can use these credentials to use Serverboards. As Serverboards is a groups and permissions system the user has to have the admin or serverboards-admin group into your system, to be an administrator inside Serverboards. In plain words means that if you use Ubuntu, just use your initial user and password.

Once you are inside Serverboards it is recommended, but not mandatory, to create a new user with the proper credentials, using an email as identifier, and add it at the admin group. Finally disable the PAM plugin so all access to Serverboards is via the internal user database. But if you want to keep using PAM forever, there is no problem.

To add users click on the top right icon, and select Settings. There go to the Users section. Click on the + button at the bottom right. Fill the data and click on the Add user button.

To add this user to the admin group, go to the Groups and permissions section and on the admin group, users column, click on the edit icon. There you can add the new user to the admin group.

To finally disable the PAM plugin go to the plugin section pressing the plugin icon at the top bar. There go to the PAM Authentication plugin, and press on the disable toggle.

Create a project and add some services

At the header click on the Projects section, where you can add a new project with the add project button at the bottom.

You can set any name to the project, by client, internal development project name, section or department. Just anything.

After adding the project we can add Services in the Services section, using the + button. An easy and useful service to add is a Web Site. Add any wesite, including the http:// or https://. From the very same settings screen we can add some rules: check if service down and create issue when down.

There are more tabs into the service details modal window. I recomend to explore them as they can be quite useful, as a direct link to the SSLLabs SSL checker.

Create some visualization into the Dashboard

Going to the dashboard section we can add new widgets to the Dashboard. As we have not added yet many services the available widget list is quite limited.

So we will add first a plugin: The expirations checker. Go again to the plugins section clicking on the top bar, and there set this URL as plugin URL to install: Click on the install button and the wizard is ready to be used.

There are many more plugins at the plugin list.

Now go back to your project clicking on the project list on the top bar, and selecting your project. It would go straigth to the dashboard. There click on the + button to add a widget, and select the expiration wizard from the list.

It would start autopopulating automatically, and auto update every morning. If the website you added is an HTTPS site, you can see here the expiration time for the SSL certificate, and for the DNS name.

Add some rules

Finally we will add a new rule to get notified when the certificates or DNSs are about to expire.

Go to the rules section and there click on the + button. On this modal window we can choose which service and trigger we want to use. For our use case we want to get notifications for any service that is about to expire, so we dont choose any service, but we select the Expiration trigger.

For the action to perform we will choose a preset, the Notify all users. Actually if we press inediatly the Custom actions tick, we can see all the data prefilled, and update as we need.

Ensure that the rule is activated with the top bar toggle, and we are done. If any expiration changes status, we will properly notified.

And much more…

This is just the surface of the first 5 minutes using Serverboards, but I hope you saw a glimpse of what you can do, and more importantly you know how to move around.