Operational instructions

Page and Action Guide

Use this page to know where each signal belongs, what every page can do, which actions write to SQL, what the risk is and how to verify the result after clicking.

Rule 1 Data Quality decides trust

If a dashboard is empty or too green, check source coverage before believing the signal.

Rule 2 Forecast is for future pressure

Use Forecast when you need days-to-risk, growth trend, log/file pressure and preventive actions.

Rule 3 Every write action needs verification

After any button that changes SQL or app policy, refresh the evidence page and prove the risk moved.

Rule 4 Scheduled mail needs Always On

The browser does not send scheduled reports. The web app host must keep the background service running.

Risk model what the labels mean before clicking
Read-only

Filters, navigation, scans or evidence review. No intended SQL/app configuration change.

Medium

Starts existing jobs or changes app policy. Usually reversible, but can create load or change alert behavior.

High

Changes target database files, indexes, statistics, constraints, configs, audit/event collection or permissions.

Critical

Changes inventory, schema sync, user access or security/licensing foundations. Use admin review.

Daily operating flow from evidence trust to action
1Status

Confirm registered servers and collectors are reachable.

2Data Quality

Check missing or stale sources before interpreting green pages.

3Action Center

Choose the highest operational priority and owner route.

4Evidence page

Open Forecast, Reports, Database Health, Backup Readiness, Incidents or Server Overview.

5Action and verify

Run only the justified action, then prove the signal changed.

Scheduled report delivery Always On is required for reliable mail
  1. Scheduled reports are saved in the application database and processed by the web app background service. The browser does not send scheduled mail.
  2. If the hosting platform stops or idles the web app process, the background service is also stopped. Reports can then be delayed until someone opens the app or the host starts it again.
  3. For IIS, set the application pool Start Mode to AlwaysRunning, set Idle Time-out to 0, and enable Preload on the site/application.
  4. For Azure App Service, enable Always On on the App Service configuration page.
  5. For Windows Service/Kestrel hosting, configure the service Startup type as Automatic and set recovery actions to restart the service on failure.
  6. After scheduling a report, open Admin / Report Delivery Settings and verify the next run. After the first scheduled time, confirm Last status shows the report was sent.
Action catalogue what each button can change
Action Where Risk What it writes Safe use Verify after
Pre-grow database/log file Forecast High ALTER DATABASE MODIFY FILE / size growth on target database. Use when forecast shows near-term fill risk and disk reserve, max-size and autogrowth checks pass. Forecast reloads; confirm file free percent, volume reserve and queue priority changed.
Start SQL Agent job Dashboard, Forecast Medium Starts an existing job on the selected server. Use for failed or urgent maintenance/log jobs after checking last failure and current workload. Check msdb job history and related page signal after the job finishes.
Index rebuild/reorganize Reports, Database Health, Workload Lab High ALTER INDEX operations; can use CPU, IO, blocking time and transaction log. Use in a maintenance window or when impact is acceptable and fragmentation evidence is current. Rerun the report/scan and confirm run/end timestamps and fragmentation changed.
Create or drop index Database Health, Workload Lab High Changes physical database design. Create only for recurring workload and after overlap/write-cost review. Drop only after rare-report and release review. Compare workload metrics, query plans and missing/unused-index rows after the change.
Update statistics Database Health, Workload Lab Medium UPDATE STATISTICS, possibly FULLSCAN. Use when stale statistics explain bad estimates or regressions. Rerun health/workload analysis and compare estimates, duration and reads.
Validate constraints Database Health High ALTER TABLE WITH CHECK CHECK CONSTRAINT. Use when the database can tolerate validation load and possible validation failures. Finding should resolve; if validation fails, fix data before trusting the constraint.
Change database option/permission Database Health High ALTER DATABASE or GRANT diagnostic permissions. Use only when the recommendation matches the operational policy. Rerun scan and confirm option/permission state.
Save alert rules Alert Rules Medium Rewrites dbo.APP_ALERT_RULES in the admin database. Use when thresholds, owners, channels or suppression are wrong for operations. Refresh Action Center and confirm classification/routing is correct.
Save report schedule Report Center Medium Creates or updates APP_REPORT_SCHEDULES in the application database. Use only after SMTP and recipient lists are configured. Scheduled delivery requires the web app host to run Always On. Open Admin / Report Delivery Settings and confirm next run, then check last status after the first scheduled time.
Save configs row Server Configurations High Updates target server dbNexia_DB.dbo.configs. Use after validating config_query and knowing which collector/procedure consumes the value. Run dependent collector or page and confirm behavior changed.
Save audit/event config AuditEventLogConfig High Updates procedure/config, syncs and executes it on selected servers. Use when log/audit collection should change; consider noise, storage and security coverage. Check sync result, Reports logs, Incidents, Forecast signal coverage and Data Quality.
dbNexia_DB sync apply dbNexia_DB Sync Critical Creates/alters target database objects and procedures. Preview first, select intended servers, apply during controlled admin window. Check applied/skipped/failed actions, then Status and Data Quality.
Add/delete server Servers Critical Changes registered server inventory and can initialize/update dbNexia_DB. Use with verified connection, license capacity and correct environment/server type. Test connection, open Status, Reports and Data Quality for the server.
Manage users/passwords/roles Users Critical Changes app identities and authorization. Use only for approved access changes. Validate login and role access immediately.
Import license License Medium Updates license state used by server registration. Use a trusted license response file/text for this installation. License page should show valid state and correct server limit.
All pages purpose, actions, data and verification
Operations Dashboard
Medium
What it is for
Estate overview for the selected server: health, jobs, backups, runtime pressure and action signals.
Actions on the page
Start selected SQL Agent job from the job failure panel.
Data used
SERVERS, SQL Agent history, backup history, event/runtime signals, drive and health telemetry.
How to verify
Refresh Dashboard, confirm job history changed and check Action Center if the signal remains.
Operations Status
Read-only
What it is for
Connectivity, collection freshness and repository/source visibility.
Actions on the page
No direct server write action. Use it to decide whether data can be trusted.
Data used
Registered server metadata, connection checks, collector timestamps and source health.
How to verify
A green Status page means the evidence pipeline is usable; it does not prove the databases are healthy.
Operations Action Center
Read-only
What it is for
Prioritized operational queue with severity, score, owner, SLA, rule id and next action.
Actions on the page
Navigate to the evidence page named in Source Page. No direct execution here.
Data used
Alert Rules plus backup, drive, job, event, deadlock, blocking, long request and telemetry-gap signals.
How to verify
After fixing a root cause, refresh Action Center and confirm the item is gone or downgraded.
Operations Server Overview
Read-only
What it is for
Server-level situation view: state, pressure, forecast, evidence and actions to break the trend.
Actions on the page
Filter, sort, inspect evidence and jump to deeper pages.
Data used
Backups, drives, jobs, runtime events, long requests, health, tempdb, source health and growth trend.
How to verify
Use it after a fix to confirm server state, forecast text and action count improved.
Operations Data Quality
Read-only
What it is for
Shows whether pages have enough current evidence to make reliable conclusions.
Actions on the page
No direct write action; fix collector, permission or repository gaps outside this page.
Data used
Data source availability, row freshness, collector health and repository coverage.
How to verify
If a dashboard is empty or too green, this page must be checked first.
Operations Database Health
High
What it is for
Deep database scan for indexes, statistics, constraints, file growth, options and permissions.
Actions on the page
Run scan, run individual fixes: create/drop/rebuild/reorganize index, update statistics, validate constraints, set fixed file growth, enable auto stats, disable TRUSTWORTHY, grant diagnostic permissions.
Data used
Target database DMVs, sys catalogs, dbNexia_DB index metadata and live database state.
How to verify
The page reruns checks after execution. Confirm the selected finding is resolved before running another change.
Operations Backup Readiness
Read-only
What it is for
Backup age, log-chain exposure, recovery model risk and restore-readiness evidence.
Actions on the page
No direct backup execution. Use the page to choose which backup job or restore validation must be handled.
Data used
msdb backup history, database metadata, recovery model and policy thresholds.
How to verify
After backup/job repair, refresh and confirm full, diff and log evidence is inside policy.
Operations Alert Rules
Medium
What it is for
Policy catalogue for what becomes Critical, High or Watch in Action Center and incident views.
Actions on the page
Save rule changes, enable/disable rules, edit severity, threshold, owner, notification route, suppression and runbook; reset defaults.
Data used
dbo.APP_ALERT_RULES in the admin database plus built-in default policy.
How to verify
Refresh Action Center and affected pages to confirm changed thresholds classify signals as intended.
Prediction Forecast
High
What it is for
Forward-looking capacity and pressure prediction for files, logs, volumes, jobs, backups, tempdb, events and audit signals.
Actions on the page
Pre-grow database/log files with disk, max-size and autogrowth checks; start linked SQL Agent jobs such as maintenance/log processing; navigate action queue to evidence rows.
Data used
Database file history, live sys.master_files, volume telemetry, SQL Agent jobs, backups, event logs, audit logs, deadlocks, blocking, source health and resource pulse.
How to verify
The action reloads the page. Confirm the database/file is removed or downgraded in Forecast action queue and file list.
Prediction Incidents
Read-only
What it is for
Groups operational incidents across errors, security signals, blocking, deadlocks and data gaps.
Actions on the page
Filter, inspect, correlate and open supporting evidence. No direct execution.
Data used
EventLog, AuditLog, SQL errors, deadlocks, blocking, jobs, long requests and source gaps.
How to verify
Use after a fix to confirm repeats stop in the selected lookback window.
Prediction Workload Lab
High
What it is for
Workload diagnosis for waits, Query Store regressions, live requests, plan cache, missing indexes and stale statistics.
Actions on the page
Analyze workload, copy evidence/SQL, verify rows, and run approved fixes for executable workload rows when admin/moderator access allows it.
Data used
Query Store, DMVs, plan cache, missing-index DMVs, statistics properties and dbNexia_DB metadata.
How to verify
Use Verify resolved or rerun Analyze workload and compare row score, duration, reads and presence.
Reports Report Center
Medium
What it is for
Build, export and schedule operational reports for mail delivery.
Actions on the page
Export report files and save scheduled deliveries that run from the web app background service.
Data used
Current report criteria, registered server evidence, recipient lists and report delivery settings.
How to verify
After saving a schedule, check Admin / Report Delivery Settings for next run and last status. The host must be Always On for reliable delivery.
Reports Reports
High
What it is for
Raw evidence workspace for logs, audits, backups, jobs, indexes, tables, database sizes and growth charts.
Actions on the page
Filter/sort/export-like copy from tables, load growth charts, view index history, and run controlled index rebuild/reorganize where enabled.
Data used
Repository reports, EventLog, AuditLog, SQL Agent history, backup history, index fragmentation, table/db size and growth endpoints.
How to verify
After index maintenance, check row message, updated run/end timestamps and rerun the report.
Administration Report Delivery Settings
Medium
What it is for
Configure SMTP, recipient lists and inspect scheduled report delivery status.
Actions on the page
Save mail settings, send SMTP test mail, manage recipient lists and review schedule next/last run status.
Data used
Application report delivery tables, encrypted SMTP password and saved schedules.
How to verify
Send a test mail after SMTP changes and confirm scheduled rows show expected next run. Configure Always On on the hosting platform before relying on scheduled delivery.
Administration Servers
Critical
What it is for
Register, test and remove monitored SQL Server instances.
Actions on the page
Add server, test connection, initialize or update dbNexia_DB objects, run INIT scripts, save encrypted connection metadata, delete server registration.
Data used
dbNexia_ADMIN_DB.dbo.SERVERS, license limits, encrypted credentials and target server preflight.
How to verify
Run Test Connection, open Status and confirm collectors and reports populate for the server.
Administration Server Configurations
High
What it is for
Edit per-server configs rows used by dbNexia_DB collectors and checks.
Actions on the page
Update a config row; config_query is validated as one read-only boolean condition before saving.
Data used
Target server dbNexia_DB.dbo.configs and column descriptions.
How to verify
Refresh Server Configurations and run the collector/page that depends on the changed config.
High
What it is for
Configure which EventLog and AuditLog signals are collected and synchronized.
Actions on the page
Save event/audit group selection, update dbo.INIT_AUDITLOG_EVENTLOG, sync to selected servers and execute the procedure.
Data used
Audit/event selection model, dbNexia_DB procedures, repository sync result and selected registered servers.
How to verify
Review per-server sync result, then confirm Reports, Incidents, Forecast and Data Quality show the expected log/audit coverage.
Administration dbNexia_DB Sync
Critical
What it is for
Compare and synchronize admin dbNexia_DB schema/procedure objects to registered servers.
Actions on the page
Preview selected servers, apply selected sync actions, inspect planned/applied/skipped/failed object actions.
Data used
Admin source database objects, registered server connections and target dbNexia_DB state.
How to verify
Always Preview first, then after Apply check result rows and open Status/Data Quality for affected servers.
Administration Users
Critical
What it is for
Manage application users and access level.
Actions on the page
Save user details, set role, reset password, delete user, update profile.
Data used
ASP.NET Identity users and roles.
How to verify
Confirm the user can sign in with the intended role and cannot access pages outside that role.
Administration License
Medium
What it is for
Show license state, create request file and import a license response.
Actions on the page
Download request file, import license text/file.
Data used
License service storage and machine/request fingerprint.
How to verify
Refresh License and Servers; server count limits should match the imported license.
Reference Instructions
Read-only
What it is for
This guide: pages, data sources, action risks and verification rules.
Actions on the page
Read, navigate, and use links to the correct page.
Data used
Static guide plus current app route knowledge.
How to verify
Use it when unsure which page owns a signal or whether an action writes to SQL.
Reference Privacy
Read-only
What it is for
Static privacy and application information.
Actions on the page
No operational action.
Data used
Static page content.
How to verify
Not used for operational verification.
Data sources which evidence powers prediction and risk
EventLog Reports, Incidents, Forecast, Server Overview, Action Center

Runtime errors, login failures, CPU/memory warnings and repeated event pulses.

AuditLog Reports, Incidents, Forecast, security review signals

Security and operational audit patterns. Missing audit data can hide important risk.

SQL Agent history Dashboard, Forecast, Action Center, Server Overview, Reports

Failed, stale or urgent jobs and one-click Start job actions.

Backup history Backup Readiness, Action Center, Server Overview, Forecast, Reports

Full/diff/log freshness, restore-chain risk and RPO exposure.

Database file and volume telemetry Forecast, Server Overview, Reports, Action Center

Days to fill, disk reserve, autogrowth safety and pre-grow decisions.

Index/statistics metadata Database Health, Reports, Workload Lab

Fragmentation, stale stats, missing indexes, unused indexes and maintenance actions.

DMVs and runtime health Workload Lab, Server Overview, Incidents, Data Quality

Waits, blocking, deadlocks, live requests, tempdb, CPU and memory pressure.

Alert Rules Action Center, Incidents, Server Overview

Controls severity, threshold, owner, notification route and suppression.

Source health / Data Quality Every analysis page

Tells whether a green or empty page is trustworthy or only missing evidence.

Before actionminimum checklist
  1. Confirm the selected server and database are correct.
  2. Check Data Quality if the evidence looks empty, stale or too clean.
  3. Read the risk label and the action text; know whether it writes to SQL, app policy or identity.
  4. For High/Critical actions, confirm maintenance window, backup/rollback path and expected load.
  5. Run Preview first when the page has a preview mode, especially dbNexia_DB Sync.
After actionprove it worked
  1. Refresh the same page and confirm the row disappeared, downgraded or changed to completed.
  2. Open the evidence owner page named in Action Center or in the action result.
  3. For SQL Agent actions, check job history and final step status.
  4. For file growth, check file size, free percent, volume free space and Forecast queue.
  5. For policy/config changes, refresh Action Center, Data Quality and the page that consumes the policy.
Admin boundaries who should do what
Reader

Use evidence pages, reports, dashboards and instructions. No server, user or SQL write action.

Moderator

Can run approved operational actions and manage servers/configuration where the UI allows it.

Admin

Owns users, licensing, schema sync, audit/event configuration and critical platform changes.