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Guided Tours
Providing tutorials for new users
Agenda
What are Guided Tours
Setting up tours
Creating a custom tour
Key Benefits
New to Rundeck policies and procedures
• Document runbooks/policies
• Help job runners and viewers
navigate Rundeck
• Provide guidance to new job
writers
Key Features
Provide instructions within the Rundeck interface
• Integrated content
• Ability to highlight menus
• Provide navigation
Enable Tours
Provide instructions and guidance to new and current users
• Install or Download plugin
• - HTTP Tours
• - Embedded Tours
• Configure tour directory
• - framework - any page
• - project - only if selected
• Create tour files
• Deploy tour files
• - Web host (S3 bucket)
• - Local directory
Writing a Tour
Tour components
• Manifest
• Tours
•
Manifest file
JSON file format
● name - Tour title
● tours - Catalog of available page files
● name - Display name of the tour
● key - Pages file name
{
"name": "Title of tour",
"tours": [
{
"key": "file-name-without-ext",
"name": "Tour name"
}
]
}
Pages
JSON format
● Name: Title
● Key: File name without ext
● Steps: Pages of tour
○ Title: Page name
○ Content: HTML displayed on page
○ NextStepURL: Rundeck page to
display when the user clicks next
○ stepIndicator: Named element on
the page
{
"name": "Securing sensitive data",
"key": "sensitive-data",
"steps": [
{
"title": "Overview",
"content":
"<!--n-->n<p>nn</p>n<h6>Next, creating
keys</h6>nn",
"nextStepUrl": "menu/storage"
"stepIndicator": "appUser"
},...]}
Questions?

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Creating Custom Guided Tours in Rundeck

  • 2. Agenda What are Guided Tours Setting up tours Creating a custom tour
  • 3. Key Benefits New to Rundeck policies and procedures • Document runbooks/policies • Help job runners and viewers navigate Rundeck • Provide guidance to new job writers
  • 4. Key Features Provide instructions within the Rundeck interface • Integrated content • Ability to highlight menus • Provide navigation
  • 5. Enable Tours Provide instructions and guidance to new and current users • Install or Download plugin • - HTTP Tours • - Embedded Tours • Configure tour directory • - framework - any page • - project - only if selected • Create tour files • Deploy tour files • - Web host (S3 bucket) • - Local directory
  • 6. Writing a Tour Tour components • Manifest • Tours •
  • 7. Manifest file JSON file format ● name - Tour title ● tours - Catalog of available page files ● name - Display name of the tour ● key - Pages file name { "name": "Title of tour", "tours": [ { "key": "file-name-without-ext", "name": "Tour name" } ] }
  • 8. Pages JSON format ● Name: Title ● Key: File name without ext ● Steps: Pages of tour ○ Title: Page name ○ Content: HTML displayed on page ○ NextStepURL: Rundeck page to display when the user clicks next ○ stepIndicator: Named element on the page { "name": "Securing sensitive data", "key": "sensitive-data", "steps": [ { "title": "Overview", "content": "<!--n-->n<p>nn</p>n<h6>Next, creating keys</h6>nn", "nextStepUrl": "menu/storage" "stepIndicator": "appUser" },...]}