Homeโ€บ๐ŸŽฏ Phase 0: Understand the Shiftโ€บModule 13 min read ยท 2/21

The New UI & Settings

Tutorial

Navigating the New Platform

The first thing that changes after migration is the UI. Gen3 replaces the left sidebar with a unified app launcher. Instead of fixed menu items, every feature is an app โ€” searchable, pinnable, and customizable.

๐Ÿ›  Try it: Press Ctrl+K โ†’ type "Smartscape" โ†’ open it. You'll see your entire infrastructure as an interactive dependency graph: hosts โ†’ processes โ†’ services โ†’ applications. Click any node to drill into its health, then follow the connections to see what depends on it.

Gen2: Fixed Left Sidebar โ–ธ Infrastructure โ–ธ Applications & Microservices โ–ธ Digital Experience โ–ธ Cloud Automation โ–ธ Manage โ†’ Settings โ–ธ Manage โ†’ Access tokens โ†’ Gen3: App Launcher + Search ๐Ÿ” Ctrl+K โ†’ search anything ๐Ÿ“ฑ Infrastructure & Ops ๐Ÿ“ฑ Application Observability ๐Ÿ“ฑ Automations (Workflows) ๐Ÿ“ฑ Settings (search or browse) Pin your favorites ยท Rearrange ยท Custom apps

Key UI Changes

Notebooks Replace Data Explorer

The classic Data Explorer still exists but is a legacy feature tied to classic dashboards. Use Notebooks instead โ€” interactive documents combining DQL queries, markdown notes, and shareable analysis.

๐Ÿ›  Try it: Ctrl+K โ†’ "Notebooks" โ†’ Create new โ†’ Add a DQL section โ†’ type fetch dt.entity.host | limit 5

Dashboards Are DQL-Powered

Classic dashboards used pre-built tiles. Gen3 dashboards use DQL queries for every tile โ€” more flexible, but requires DQL knowledge.

Problems View

The Problems screen looks similar but now shows data from dt.davis.problems in Grail. You can query problems with DQL directly.

Where Did My Settings Go?

GEN2 Location                           GEN3 Location
โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€  โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€โ”€
Settings โ†’ Monitoring โ†’ OneAgent        Settings app โ†’ OneAgent
Settings โ†’ Anomaly detection            Anomaly detectors app (or Settings)
Settings โ†’ Alerting โ†’ Alerting profiles Workflows app (no more alerting profiles)
Settings โ†’ Integration โ†’ Problem notif. Workflows app โ†’ email/Slack actions
Settings โ†’ Tags โ†’ Auto-tagging          Settings app โ†’ Tags โ†’ Auto-tagging
Settings โ†’ Web and mobile โ†’ Apps        RUM app โ†’ Application settings
Manage โ†’ Access tokens                  Access tokens still exist + OAuth clients
Manage โ†’ Deploy Dynatrace               Deploy app (or Deployment API)

Account Management Portal

Gen3 introduces a separate Account Management portal for:

  • User and group management (moved from environment level)
  • OAuth client creation (for workflows, automation, and API access)
  • Policy and permission management (ABAC)
  • Environment provisioning and license management

๐Ÿ’ก URL: myaccount.dynatrace.com (production) or your SSO portal. API tokens still work for many use cases โ€” OAuth is required for workflows, dashboards, and account-level operations.

๐Ÿ”ง Migration Step: Restrict Users to Latest Apps

Once you're ready to migrate, you can restrict users to the latest Dynatrace apps so they stop using classic features:

  1. Go to Settings โ†’ General โ†’ Latest Dynatrace
  2. Enable "Restrict to latest apps" โ€” this hides classic dashboards, classic alerting profiles, and other Gen2 UI elements
  3. Users will only see Gen3 apps (Dashboards, Notebooks, Workflows, Anomaly Detection)

โš ๏ธ Only enable this AFTER you've migrated dashboards, alerts, and notifications. Otherwise users lose access to their tools before replacements are ready.

๐Ÿ”ง Migration Step: Export Your Gen2 Inventory

Before changing anything, export everything from your Gen2 environment:

# Option A: Export ALL configuration with Monaco (โ†’ YAML)
monaco download \
  --url https://YOUR-ENV.live.dynatrace.com \
  --token-name DT_API_TOKEN \
  --output-folder gen2-export

# Option B: Export with Terraform provider (โ†’ .tf files)
# After terraform init, invoke the provider binary directly:
cd .terraform/providers/registry.terraform.io/dynatrace-oss/dynatrace/*/linux_amd64/
./terraform-provider-dynatrace -export -ref

# Both create files for every setting, dashboard, alert, MZ, etc.
# Use this as your migration reference and rollback safety net

๐Ÿ’ก The Monaco or Terraform export is your insurance policy. Even if you use the built-in upgrade tools, having a full export means you can always recreate anything that goes wrong. Monaco exports YAML, Terraform manages state โ€” use whichever fits your workflow.