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ReadyWorks Platform User Guide
Table of Contents
Introduction
Use Cases
VirtualReady
Connections
Connections Overview
New Connection
Edit Connection
Delete Connection
Retrieve Data
Migrations
Migrations Overview
New Migration
View Migration
Delete Migration
Migration Errors
Migration Properties
Migration Status
Plan Information
View Migration: Relationship Chart
Virtual Machines
View Migration: VM Selection
Wave Information
Reports
Reports Overview
Accelerator – Executive Summary
Accelerator – Guest OS Details
Accelerator – Virtual Estate Overview
Accelerator – VM Classification
Accelerator – VM Inventory
Candidate Readiness & Selection
Command & Control Dashboard
Migration Group
Strategizer
Strategizer Overview
Strategizer (Strategies)
New Strategy
View Strategy
Edit Strategy
Delete Strategy
Strategy Content
Strategy Properties
View Strategy: VM Selection
VMs in Strategy
About VirtualReady
EndpointReady
FlexReady
MigrationReady
ServerReady
StorageReady
Overview
Fundamentals
Accessing ReadyWorks
Force Password Change
Forgot Password
Login
Login Overview
Native Login
Session Timeout
Sign Out
Single Sign-On Login
Basics
Breadcrumbs
Drop Down Basics
Table Basics
Toolbar Icons
ReadyWorks Basics
User Interface
Display Area
Environment Details
Navigation Menu
Search
User Interface: Settings
User Interface
User Menu
My ReadyWorks
My ReadyWorks: Favorites
My ReadyWorks: My ReadyWorks Dashboard
My ReadyWorks Overview
My ReadyWorks: Profile
Analytics
Dashboards
Dashboards: Altiris Asset
Altiris Asset Dashboard
Altiris Asset: Asset Widgets
Altiris Asset > Asset Widgets: Add Remove Programs
Altiris Asset > Asset Widgets: Add Remove Programs (Filtered)
Altiris Asset > Asset Widgets: Asset Widgets Overview
Collections
Asset Widgets: Computers
Altiris Asset > Asset Widgets: Packages
Altiris Asset > Asset Widgets: Users
Altiris Asset: Charts & Settings
Charts & Settings: Charts
Charts & Settings: Settings
Dashboard Overview
Dashboards: Dashboards
Dashboards: Charts
Dashboards: My ReadyWorks Dashboard
Predefined Dashboards
Dashboards: Settings
Switch Dashboards
Widgets
Dashboards: SCCM Asset
SCCM Asset: Asset Widgets
SCCM Asset > Asset Widgets: Add Remove Programs
SCCM Asset > Asset Widgets: Add Remove Programs (Filtered)
Asset Widgets: Applications
SCCM Asset > Asset Widgets: Asset Widgets Overview
Clients
Device Collections
Malware
SCCM Asset > Asset Widgets: Packages
User Collections
SCCM Asset > Asset Widgets: Users
SCCM Asset Dashboard
SCCM Asset: Widgets, Charts & Settings
Widgets, Charts & Settings: Charts
SCCM Widgets
Widgets, Charts & Settings: Settings
Data Quality
Data Quality: Dashboard
Data Quality Dashboard
Report Widgets
Dashboard: Settings
Data Quality: Reports
Anomalous Data
Data Quality Reports
Delete Data Quality Report
Duplicate Data
Edit Data Quality Report
Reports: Edit Record
Missing Data
New Data Quality Report
Reports
Available Reports
All Data Types
App Group to SCCM Collection Analysis
Application Certification Status
Application Discovery
Application Group Analysis
Application Install Count
Application License Management
Application Usage
Assets by Values
Build Sheet
Computer User Assignment
Data Type Column Mappings
Delegate Relationships
ETL5 Staging Data
Migration Readiness (Basic)
Migration Readiness (Complex)
O365 License Management
O365 Migration Readiness
Patch Summary
Record Count by Property
SCCM OSD Status
Scheduled Computers by Wave
Scheduled Users by Manager
User Migration Readiness
VIP Users
Wave & Task Details
Wave Group
Windows 10 Applications
Reports > Reports: Reports
Report Snapshots
Reports: Reports Configuration
Reports: View Published Report
Reports: View Report
Tools
Tools: Charts & Dashboards
Chart Colors
Delete Color
New Color
Chart Examples
Horizontal Bar Chart
Limit Results to Show
Secondary Filter
Show Zero Values
Simple Area Chart
Simple Bar Chart
Simple Pie Chart
Sum Chart from Report
Value Chart from Report
Charts & Dashboards: Charts
Clear Chart Cache
Delete Chart
Edit Chart
New Chart
Preview Chart
Charts & Dashboards
Dashboard Settings
Charts & Dashboards: Dashboards
Delete Dashboard
Edit Dashboard
New Dashboard
View Chart
Chart Data
Chart Positioning
Chart Preview
Chart Properties
Tools > Reports Configuration (section)
Report Builder Examples
Windows 11 Readiness
Windows 11 Readiness (Dynamic)
Tools: Reports Configuration
Delete Report
Download Report
Edit Report
Install Report
RAG Status
Remove Report Views
Report Builder (Part 1 of 2)
Report Builder (Part 2 of 2)
Reports Configuration: View Published Report
Reports Configuration: View Report
Orchestration
Rules
Rules > Rules: Rules
Delete Rule
New Rule
View Rule
Rule Conditions & Actions
Rule Properties
Tasks
Tasks: Task Priority
Delete Task Priority
Edit Task Priority
New Task Priority
Tasks: Task Types
Delete Task Type
Edit Task Type
New Task Type
Tasks > Tasks: Tasks
Assign Task
Cancel Task
Complete Task
Delete Task
Fail Task
New Task
Pause Task
Start Task
View Task
View Task: Attachments
View Task: History
View Task: Linked Records
View Task: Notes
View Task: T-Comm History
View Task: T-Comm Templates
Task Actions
Task Properties
Tools
Tools: Action Buttons
Action Button Examples
Assign Computer to Wave
Delete a Computer
End User Survey
Get Values for Drop Downs
Update Column Value on Data Record
Action Buttons
Delete Action Button
Download Action Button
Edit Action Button
Install Action Button
New Action Button
Tools: Form Builder
Copy Form
Delete Form
Download Form
Edit Form
Install Form
New Form
Tools: Schedule
Calendar
Gantt Chart
Tools: T-Comm On Demand
Tools: Templates
Templates: Action
Action Templates
Copy Action Template
Delete Action Template
New Action Template
View Action Template
Templates: T-Comm
Copy T-Comm Template
Delete T-Comm Template
New T-Comm Template
Placeholders
Send Criteria
T-Comm: T-Comm On Demand
T-Comm: T-Comm Templates
Test T-Comm Template
View T-Comm Template
Templates: Task Chain
Task Chain Template Types
Delete Task Chain Template Type
Edit Task Chain Template Type
New Task Chain Template Type
Task Chain Templates
Copy Task Chain Template
Delete Task Chain Template
New Task Chain Template
View Task Chain Template
Tools: User Experience
User Experience: User Experience
Edit Portal Access
User Experience: Module Settings
Portal URL Settings
Portal Users
Provision Portal Access
Remove Portal Access
User Experience: Using User Experience
Using User Experience: Additional Tabs
Using User Experience: Applications
Using User Experience: Computers
Using User Experience: Email Project Team
Using User Experience: Scheduling
Using User Experience: User Information
Using User Experience Overview
Using User Experience: Welcome
Using User Experience: Welcome Email
Waves
View Wave
View Wave: Attachments
View Wave: History
View Wave: Linked Records
View Wave: Notes
Orchestration (ETL4)
Orchestration (ETL5)
SCCM Deployment (ETL3)
View Wave: T-Comm History
View Wave: T-Comm Templates
User Experience Schedule
Wave Calendar
Wave Properties
Wave Tasks
Wave Exceptions
Delete Wave Exception
Edit Wave Exception
New Wave Exception
Waves: Wave Groups
Delete Wave Group
Edit Wave Group
New Wave Group
Waves: Wave Types
Delete Wave Type
Edit Wave Type
New Wave Type
Waves > Waves: Waves
Delete Wave
New Wave
Orchestration Overview
Workflow Statuses
Data
Tools
Tools > Attachments (section)
Tools: Attachments
Delete Attachment
Download Attachment
New Attachment
View Attachment
Attachment Properties
View Attachment: History
View Attachment: Linked Records
Linked Tasks
Linked Waves
Tools: Data Generator
Tools: Rationalization
Rationalization: Module Settings
Primary Data
Advanced Filter
Advanced Search
Assign to Wave
Primary Data: Bulk Edit
Primary Data: Bulk Edit (Legacy)
Primary Data: Copy Record
Primary Data: Delete Record
Primary Data: Edit Record
Primary Data: New Record
Secondary Data
Secondary Data: Bulk Edit
Secondary Data: Bulk Edit (Legacy)
Secondary Data: Copy Record
Secondary Data: Delete Record
Secondary Data: Edit Record
Secondary Data: New Record
View Primary Data
Altiris Add/Remove Programs
View Primary Data: Attachments
View Primary Data: History
View Primary Data: Images
View Primary Data: Linked Records
View Primary Data: Notes
View Primary Data: QR Code
View Primary Data: Rationalization
View Primary Data: Record Properties
View Primary Data: Related Records
View Primary Data: Relationship Chart
SCCM Add/Remove Programs
View Primary Data: Tasks
View Primary Data: Waves
View Secondary Data
View Secondary Data: Attachments
View Secondary Data: History
View Secondary Data: Images
View Secondary Data: Notes
View Secondary Data: QR Code
View Secondary Data: Rationalization
View Secondary Data: Record Properties
View Secondary Data: Related Records
Data Overview
Integration
Data Mapping
Mapping Variables
Mapping Variables: Bulk Edit
Copy Variable
Delete Variable
Edit Variable
New Variable
Mappings
Copy Mapping
Delete Mapping
Download Mapping
Edit Mapping
Install Mapping
New Mapping
ETL
Connection Jobs
ETL > Connections (section)
ETL: Connections
Connections: Activate New Connection
Install Connector
View Connection
Connection Error Settings
View Connection: Connection Properties
View Connection: Delete Connection
View Connection: Delete Job
Disable Job
View Connection: Edit Inbound Job
Edit Outbound Job
Enable Job
View Connection: Inbound Jobs
Job Error Settings
Job Log
Make Into Connector
View Connection: New Inbound Job
New Outbound Job
Outbound Jobs
Reset Job
Run Inbound Job
Run Outbound Job
Set Runtime to Now
Upload File
ETL: Connector Library
Connector Library: Connector Info
Connector Info: ETL4
ETL4 Connector Info
Connector Info: ETL5
Absolute
Azure Active Directory
Cloudian
Cohesity
Comma-Separated Values (CSV) File
Dell EMC
Dell PowerFlex
ETL5 Connector Info
Everpure
Generic Rest JSON API
Generic Rest XML API
Hitachi Vantara
Intel Redfish
Ivanti (Landesk)
JAMF
JetPatch
JSON Data (JSON) File
Lenovo XCLarity
MariaDB
Microsoft Endpoint Manager: Configuration Manager
Microsoft Intune
Microsoft SQL
NetApp
Nutanix AHV Compatibility Matrix
Nutanix Collector
Nutanix Move
Nutanix Prism
Nutanix Prism – Legacy
Oracle MySQL
PostgreSQL
PowerShell: Microsoft Active Directory
PowerShell: Microsoft SQL
PowerShell: Oracle MySQL
Pure Storage
Qumulo
RVTools
Scality
ServiceNow
Simple Object Access Protocol (SOAP)
Tanium
Veeam
VMware vCenter
VMware vCenter SOAP
XML Data (XML) File
Connector Library
Copy Connector
Delete Connector
Download Connector
New Connector
Connector Overview
View Connector
Authentication Method Error Settings
Authentication Methods
Connector Properties
Delete Authentication Method
Delete Inbound Job Template
Delete Outbound Job Template
Edit Authentication Method
Edit Field
Edit Inbound Job Field
Edit Inbound Job Template
Edit Outbound Job Field
Edit Outbound Job Template
Fields
Inbound Job Fields
Inbound Job Templates
Job Template Error Settings
New Authentication Method
New Inbound Job Template
New Outbound Job Template
Outbound Job Fields
Outbound Job Templates
ETL Overview
ETL: ETL4
ETL4: Activate New Connection
ETL4: Connection Properties
ETL4: Connections
ETL4: Delete Connection
ETL4: Delete Job
ETL4: Edit Inbound Job
ETL4: Inbound Jobs
ETL4: New Inbound Job
Job History
ETL: Settings
App Filters
Delete App Filter
Import App Filters
New App Filter
Settings: Connection Settings
ETL Job Schedules
Delete Schedule
Edit Schedule
New Schedule
ETL Settings
SCCM Widget Goals
Staging Data
Import
Import: Data
Data Import Overview
Data: Links
Records
Import: Orchestration
Orchestration: Links
Orchestration Import Overview
Orchestration: User Experience
Waves & Tasks
Admin
Data Types
Data Type Groups
Data Type Group Settings
Delete Data Type Group
Edit Data Type Group
New Data Type Group
Data Types
Copy Data Type
Data Type Overview
Delete Data Type
Download Data Type
Install Data Type
New Data Type
View Data Type
Data Type Properties
Event Logs
Event Logs: Cron Jobs
ETL Log
Event Logs
Exception Log
Login History
Session Termination
Synch Log
System Events
Event Logs: T-Comm History
User Experience Audit
Module Settings
Module Settings: Bulk Edit
Module Settings: Email
Email Overview
Email Settings
Report Recipients
Delete Recipient
Edit Recipient
Manage Subscriptions
New Recipient
Admin: Module Settings
Module Settings: Notifications
Copy Notification
Delete Notification
Edit Notification
New Notification
Module Settings: Rationalization
Module Settings: Single Sign-On
Single Sign-On: ADFS
ADFS Connection Settings
ADFS Group Mappings
ADFS Overview
ADFS SSO Log
Single Sign-On: Azure
Azure Connection Settings
Azure Group Mappings
Azure Overview
Azure SSO Log
Single Sign-On: Generic
Generic Connection Settings
Generic Group Mappings
Generic Overview
Generic SSO Log
Single Sign-On: LDAP (Microsoft)
LDAP (MS) Connection Settings
LDAP (MS) Group Mappings
LDAP (MS) Overview
LDAP (MS) SSO Log
Single Sign-On: LDAP (Non-MS)
LDAP (Non-MS) Connection Settings
LDAP (Non-MS) Group Mappings
LDAP (Non-MS) Overview
LDAP (Non-MS) SSO Log
Single Sign-On: Legacy SSO
Legacy SSO: Connection Settings
Group Mappings
Legacy SSO Overview
Single Sign-On: Native
Native Overview
Single Sign-On: Okta
Okta Connection Settings
Okta Group Mappings
Okta Overview
Okta SSO Log
Single Sign-On: Ping
Ping Connection Settings
Ping Group Mappings
Ping Overview
Ping SSO Log
Single Sign-On: Single Sign-On
Single Sign-On Providers
Module Settings: User Experience
User Experience: Additional Tabs
User Experience: Applications
Branding
Cancel Appointment Button
User Experience: Computers
User Experience: Email Project Team
Extensions
Reschedule Button
User Experience: Scheduling
User Experience Overview
User Experience: User Information
User Experience: Welcome
User Experience: Welcome Email
Options
Configuration Report
Options: Cron Jobs
Available Cron Jobs
Delete Cron Job
Edit Cron Job
New Cron Job
Run Cron Job
Task Scheduler
DB Backup
General Settings
Maintenance
Clear Report Cache
Manage ETL Views
Manage System Views
Rebuild Search
Rebuild Waves Column
Refresh EoSL Dates
Reset Links Counts
Update AHV Compatibility
Modules
Modules: Attachments
Modules: Bulk Edit
Modules: Data Generator
Modules: Data Mapping
Data Quality
Email
Modules: ETL
Modules: Form Builder
Modules: Images
Multi-Factor Authentication
Modules: Notifications
Modules: Rationalization
Modules: Relationship Chart
Modules: Reports
Modules: Rules
Single Sign-On
T-Comm
Modules: User Experience
Options
Users & Groups
Functional Groups
Delete Functional Group
New Functional Group
Users & Groups: Module Permissions
Module Permissions: Admin & Profile
Admin & Profile: Configuration & Logs
Admin & Profile: Profile
Module Permissions: Analytics
Analytics: Dashboards
Module Permissions > Analytics: Reports
Analytics: Tools
Module Permissions: Asset Management
Module Permissions > Asset Management: Asset Check-In
Module Permissions > Asset Management: Asset Check-Out
Module Permissions > Asset Management: Asset Uninstall/Deco
Module Permissions > Asset Management: Disposal
Module Permissions > Asset Management: Install Part in Server
Module Permissions > Asset Management: Install Server in Rack
Module Permissions > Asset Management: Ready for Disposal
Data
Data: Attachments
Data: Tools
Module Permissions: Integration
Integration: Data Mapping
Integration: ETL
Import
Module Permissions: Module Permissions v7
Module Permissions v7: Asset Management
Module Permissions v7 > Asset Management: Asset Check-In
Module Permissions v7 > Asset Management: Asset Check-Out
Module Permissions v7 > Asset Management: Asset Uninstall/Deco
Module Permissions v7 > Asset Management: Disposal
Module Permissions v7 > Asset Management: Install Part in Server
Module Permissions v7 > Asset Management: Install Server in Rack
Module Permissions v7 > Asset Management: Ready for Disposal
Module Permissions v7: Assets
Asset Tools
Module Permissions v7: Roles & Permissions
Roles & Permissions: Attachments
Roles & Permissions: Configuration & Logs
Roles & Permissions: Dashboards
Roles & Permissions: Profile
Roles & Permissions: Reports
SCCM
Self Service
Module Permissions v7: Workflow
Schedule
Workflow: Task Priority
Workflow: Task Types
Workflow: Tasks
Templates
Workflow: Wave Groups
Workflow: Wave Types
Workflow: Waves
Workflow Tools
Module Permissions: Orchestration
Module Permissions > Orchestration: Rules
Orchestration: Task Priority
Orchestration: Task Types
Module Permissions > Orchestration: Tasks
Orchestration: Tools
Orchestration: Wave Groups
Orchestration: Wave Types
Module Permissions > Orchestration: Waves
Users & Groups: Permissions Inspector
Attachment Permissions
Primary Data Permissions
Secondary Data Permissions
Task Permissions
User Permissions
Wave Permissions
Security Groups
Copy Security Group
Delete Security Group
New Security Group
User Accounts
Delete User
New User
Users & Groups
Security Group Tips
System Security Groups
View Functional Group
Assigned Users
Functional Group Properties
View Security Group
Security Group Properties
View User
Account Settings
Assigned Tasks
View User: Favorites
View User: History
Login Activity
Password & Security
Task Reminders
User Profile
Additional Settings
Configure SMTP
API
Asset Types
API: Assets
Audit Logs
API: ETL
ReadyWorks API
API: Reports
FAQs
Change a Text Field to a Lookup Field
Solutions
From the
Modules
tab, you can enable and disable the
Relationship Chart
module.
To enable, drag the slider in the
Relationship Chart
widget to the right
To disable, drag the slider in the
Relationship Chart
widget to the left
Last updated on 11/4/2026
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