Add a Dynatrace environment to Davis Assistant

You interact with Davis Assistant based on a Dynatrace environment selected from among those you have access to. Find out how to add a SaaS or Managed environment or your Managed users to Davis Assistant.

Once all your Dynatrace environments are all available in Davis Assistant, see how to select/switch environments in Davis Assistant.

Dynatrace SaaS environments

Dynatrace SaaS environments associated with your account are automatically added to Davis Assistant.

You do not need to add your SaaS users to Davis Assistant; users are automatically inherited from the SaaS environment.

Dynatrace Managed environments

You must manually add Dynatrace Managed environments to Davis Assistant.

A token is required for each Managed environment you want to add to Davis Assistant. Depending on how updated your Managed environment is, the token can be either:

  • For updated Managed environments—a Davis token, generated in the Dynatrace modules page of global settings
  • For older Managed environments—a Dynatrace API token (as the Davis token generation button may not exist in Dynatrace modules)

Only users with administrative privileges can add tokens.

You are automatically taken to the relevant token generation page as part of the workflow (see below) for adding a Managed environment.

To add a Managed environment

  1. Go to Sign in with your Dynatrace Managed credentials.

  2. If there are no SaaS environments associated with the user account, you are presented with the form below for adding a Managed environment. Click the add a Dynatrace Managed environment link.

    Add a Managed environment

    If your user account has at least one associated SaaS environment, which is automatically added to Davis Assistant, you can add a Managed environment by navigating to the User menu at top right and selecting Account settings > Dynatrace environments > Add Managed environment.

  3. You are directed to the environment wizard, where Using Dynatrace ActiveGate is selected by default. If you're using an ActiveGate, enter the ActiveGate URL in the Public ActiveGate URL field. (Learn more about ActiveGate.)

    Otherwise, deselect Using Dynatrace ActiveGate.

    Add a managed environment to Davis Assistant


    • If you're using a Dynatrace ActiveGate, ensure that any firewalls are open to requests from on port 9999. If you're not using an ActiveGate, ensure that any firewalls are open to requests from on port 443.
    • If you want to use Davis Assistant with a Managed environment, you need to expose the cluster or ActiveGate to external networks and configure a public IP address.
  4. Enter the URL of your Managed environment in Environment URL.

    You must first enter a valid environment URL before the API token field is displayed (see next step).

  5. Enter a Friendly name (required) for your Managed environment.

  6. Click the Get token link provided in the API token label.

  7. Based on the environment URL entered, you are automatically directed to the correct page for token generation in a separate tab. Note that only users with administrative privileges can add tokens.

    • For older Managed environments, you are directed the API token generation page. Follow these instructions to generate a Dynatrace API token.

      We strongly recommend creating a dedicated API token, named for easy recognition (for example, Davis), for use with Davis Assistant.

    • For updated Managed environments, you are directed to the Dynatrace modules page to generate a Davis token.

      1. Type a name for the token (for example, Davis) and click Generate token for Davis. Add a managed environment to Davis Assistant
      2. Click the arrow button of the newly created token to expand token settings.
      3. Copy the token to your clipboard.
  8. Return to the Davis Assistant browser tab and paste the copied token in the API token field.

  9. Click Save.

Add users for a Dynatrace Managed environment

Due to differences in the information available to Davis Assistant for Managed and SaaS environments, Managed environment administrators must add other users via manual entry or based on the email-address domain name.

Users are added via the User accounts menu in Account settings.

  • The User accounts menu only appears if the selected environment is a Managed environment and you're a Davis Assistant administrator. You can change the selected environment in several ways.
  • Any user added to Davis Assistant, whether by manual entry or based on domain name, must already have a Dynatrace user account with the same email address.

Add a user account to Davis Assistant

To add a user

  1. Go to Sign in with your Dynatrace Managed credentials.
  2. Select the User menu User menu in the top-right corner.
  3. Ensure that a Dynatrace Managed environment is Active in Account settings > Dynatrace environments.
  4. Go to the User accounts section in Account settings. Note that this menu item only appears if your selected environment is a Managed environment.
  5. To add users:
    • Administrators can enable domain name-based user addition for certain domains. A toggle switch automatically appears above the Users tab if your environment is eligible for this option. This option allows all users with an email domain that matches an administrator's email domain to automatically add an associated Managed environment.
    • By manual entry:
      1. Click the Add user tab, then enter the user's name and their Dynatrace-associated email address.
      2. Select the Administrator check box if the user should have administrative privileges.
      3. Click Add.

Server-side caching is used in Davis Assistant to improve response times and reduce Dynatrace API calls. Closed problems are cached for 30 days. Open problems aren't cached. Application, service, host, and process-group data is cached for 10 minutes. Other data accessed through the Dynatrace API is cached for less than a minute.

Interaction history is stored in local storage in the Davis Assistant Console. This data can be cleared by selecting Clear interaction history from the User menu at the top-right corner of the window. Interaction history is cleared from local storage after you sign out of Davis Assistant.