Main: Home

Overview

Use this page to track and finish your appliance's initial configuration. Home is the first page you see after signing in, and until onboarding is complete it opens with a setup checklist instead of live testing data, so you always know which configuration step is still outstanding.

The checklist appears only for the local appliance, not a remote one, because its Windows host steps and status reads target the machine you're working on. Each appliance step links to the specific settings page where you complete it, such as hostname, network, cloud credentials, licensing, and certificate pages.

This page lets you see how many setup steps remain, jump straight to any step's settings page, and tell the one outstanding step apart from those already configured. You can also collapse either step group, dismiss the card, and resolve a certificate-trust warning that otherwise breaks LoadGen Studio connections.

Key concepts

• setup checklist - The Finish setting up your appliance card lists the configuration steps still required on a newly installed appliance and lets you jump straight to each one's settings page. (related: Infrastructure: Appliance)
• Appliance step - A configuration task performed on the appliance itself, such as hostname, network, credentials, license, certificates, security tokens, monitoring stack, containers, and agent downloads; each one shows a Configured or Not configured status. (related: Infrastructure: Appliance)
• Windows host step - A configuration task you perform on the Windows machine you use to reach the appliance, such as mapping its FQDN in your local hosts file, rather than on the appliance itself.
• self-signed certificate - A TLS certificate the appliance generates for itself rather than one issued by a trusted certificate authority; LoadGen Studio and browsers won't trust it automatically until you complete the matching trust step. (related: Infrastructure: Appliance)

When to use it

• Right after installing or provisioning a new appliance, to see which setup steps remain.
• Before relying on the appliance for test runs or monitoring, to confirm every step shows Configured.
• When LoadGen Studio fails to connect, to check whether the self-signed certificate trust step (W2) is still outstanding.
• When you need a direct link to the hostname, IP/DNS, license, token, or Docker container settings pages instead of navigating the main menu.
• After completing a setup task elsewhere, to confirm the checklist picked it up and reduced the outstanding step count.

Before you begin

• An appliance must already be installed and reachable; Home shows this checklist only while viewing that local appliance, not a remote one.
• Your account needs permission to open and act on the settings pages the checklist links to (hostname, network, credentials, licensing, security tokens, monitoring stack, containers, agents), configured under Operations: Permissions.
• For the Windows host steps, you need access to the Windows machine you use to connect to the appliance, for example to edit its hosts file.

Common workflows

Resolve the one outstanding appliance step

Persona: Appliance admin (GlobalAdmin)

1. Open Home and review the Finish setting up your appliance card.
   • Expect: The card shows the current progress count (for example, 8 / 14 steps complete) and highlights the step marked Not configured with a red Go button.
2. Select Go next to the Not configured step, for example 2. Configure IP / DNS.
   • Expect: The browser leaves Home and opens that step's settings page.
3. Complete and save the setting on that page, then return to Home.
   • Expect: The step's row now shows a green checkmark, strikethrough text, Configured status, and an Open button instead of Go, and the progress count increases by one.

Verify: The step you fixed now reads Configured with an Open button, and the card's progress count (for example 9 / 14) is one higher than before.

Resolve the self-signed certificate warning before connecting LoadGen Studio

Persona: Appliance admin (GlobalAdmin)

1. Open Home and check the SSL wizard step for a warning banner.
   • Expect: If the appliance uses a self-signed certificate, a banner below 5. Run the SSL wizard (frontend domain) states that LoadGen Studio will fail to connect with a misleading error unless you also complete W2 (trust the cert).
2. Select the W2 (trust the cert) link in the banner.
   • Expect: The card jumps to the W2 step in the WINDOWS HOST section.
3. Complete the certificate-trust step on your Windows machine, then return to Home.
   • Expect: The W2 row updates from Not configured to Configured.

Verify: The warning banner no longer appears under step 5, and LoadGen Studio connects to the appliance without a certificate error.

Steps

Step 1

Open Home from the left-hand navigation.

Expected result: The dashboard loads with the Finish setting up your appliance checklist at the top, showing 8 / 14 steps complete and listing every APPLIANCE and WINDOWS HOST step with its status.

Reviewing the checklist first tells you exactly which setup task to tackle next instead of hunting through settings pages.

• Each APPLIANCE row shows Configured with an Open button, or Not configured with a red Go button for the one step still outstanding.
• The warning banner under 5. Run the SSL wizard (frontend domain) flags a self-signed certificate and links to W2 (trust the cert).
• Use the collapse icon next to APPLIANCE or WINDOWS HOST to shorten the card once you've reviewed it.

Column reference

Controls reference

Close

Dismisses the Finish setting up your appliance card from Home.

When to use: Once you've reviewed the outstanding steps and don't need the reminder on screen for now.

Side effects: Hides the card; it's a display preference, not a change to any appliance setting.

Collapse APPLIANCE section

Collapses or expands the list of appliance setup steps.

When to use: To shorten the card once you've reviewed the appliance steps, especially after most of them show Configured.

Side effects: Visual only: toggles the section open or closed without changing any step's status.

Collapse WINDOWS HOST section

Collapses or expands the list of Windows host setup steps.

When to use: To shorten the card once you've completed the Windows host steps, such as mapping the FQDN.

Side effects: Visual only: toggles the section open or closed without changing any step's status.

Open

Opens the settings page for a step that already shows Configured.

When to use: When you want to review or change a setting you already configured, such as the license or security tokens.

Side effects: Navigates away from Home; opening the page doesn't by itself change the setting.

Go

Opens the settings page for the one step that shows Not configured.

When to use: To complete the single outstanding appliance step the checklist has flagged, such as Configure IP / DNS.

Side effects: Navigates away from Home; the step's status only changes to Configured after you save the setting on the destination page.

W2 (trust the cert)

Jumps to the W2 step in the WINDOWS HOST section, which covers trusting the appliance's certificate.

When to use: When the warning banner under 5. Run the SSL wizard (frontend domain) tells you the appliance is using a self-signed certificate.

Side effects: Navigates to that step within the same card; nothing changes until you complete the W2 step itself.

Verify the result

When the checklist is working as expected, the progress counter at the top of the card (for example, 8 / 14 steps complete) rises each time you finish a step, and that step's row switches from an empty circle and red Go button to a green checkmark, strikethrough label, Configured status, and secondary Open button. Once every appliance and Windows host step shows Configured, the card no longer lists any outstanding action. If a step you completed elsewhere still shows Not configured, check that the setting was actually saved on its settings page, and reload Home to pick up the change. The first thing to check when nothing updates is whether you're viewing the local appliance, since the checklist doesn't track a remote one.

Troubleshooting

• Symptom: The Finish setting up your appliance card is missing even though setup isn't finished. Fix: It only appears for the local appliance, not a remote one, and only while incomplete steps remain; if you previously selected Close, it hides for the session rather than being deleted.
• Symptom: LoadGen Studio fails to connect with a misleading error after 5. Run the SSL wizard shows Configured. Fix: Complete W2 (trust the cert) in the WINDOWS HOST section; the appliance is still using a self-signed certificate that your machine hasn't been told to trust yet.
• Symptom: Selecting Go or Open does nothing. Fix: Confirm your account has permission to open and act on that settings page; the checklist only offers links and write actions your role is granted.
• Symptom: A step you just configured still shows Not configured and a red Go button when you return to Home. Fix: Reload the page; the checklist reads each step's status from the appliance and needs a fresh load to reflect a change made moments ago.
• Symptom: The WINDOWS HOST section only shows W1. Map the FQDN in your hosts file. Fix: Scroll down within the card; later Windows host steps are listed below the visible area.

Related articles

• Next step: Infrastructure: Appliance - Most appliance steps (hostname, IP/DNS, cloud credentials, security tokens, Docker containers) are configured there.
• Next step: Infrastructure: Licensing - Step 4, Activate license (LG050, LG057), opens the licensing page.
• Prerequisite: Operations: Permissions - Controls which roles can open or act on the settings pages the checklist links to.
• See also: Main: Platform Map - Shows how the modules you license and configure fit together once onboarding is complete.