Solution Manager

The central hub for managing which Power Platform solutions Cartographer crawls. Access it from the Cartographer app sidebar → Solution Manager.

License Panel

The License panel at the top of the page shows the activation status, a Tier row that always reads Free, and the number of components Cartographer tracks, with a note that there is no limit. Cartographer is free with every feature included.

Before you activate, the panel shows Not Configured and an Activate Cartographer button that opens the Activation page. Activation asks for your name, company name and email address. There is no licence key to enter. Crawling, exports, user guides and Solution Health need an activated Cartographer. The privacy policy lists what Cartographer sends to VerseBlocks.

Adding a Solution to Crawl

  1. 1

    Select a solution

    Use the dropdown to pick a managed or unmanaged solution from the environment. It lists visible solutions only, and leaves out the Default and Active solutions and any you have already added.

  2. 2

    Choose a crawl frequency

    Options: Manual Only, Hourly, Every 6 Hours, Daily, or Weekly.

  3. 3

    Click "Add Solution"

    The solution appears in the Configured Solutions list and is ready to crawl.

Adding a solution does not crawl it. Click Crawl Now on its row to run the first crawl. Solutions set to Hourly, Every 6 Hours, Daily or Weekly then re-crawl on their own, but only once the Cartographer Dataverse Connection is bound and both Cartographer crawl flows are turned on. Until then, use Crawl Now. This page cannot change a solution's frequency after it is added. The Crawling Solutions page explains the setup.

Configured Solutions List

Each configured solution shows its name, then its unique name, crawl frequency, how many components were found, whether they are searchable, and the date and status of the last crawl. After a crawl, a second line breaks the result down into Found, Created, Updated, Skipped and Removed. The controls on each row are described below, and the three dots at the end open the More actions menu.

The Configured Solutions list in Solution Manager, with Crawl Now, Report, Health, an export format dropdown, Export and a More actions button on each solution row

Crawl Now

Reads the solution right now, whatever its frequency. Components that have not changed since the last crawl are skipped. The page then makes new components searchable, one at a time, and the button shows Indexing while it works. Keep the page open until it finishes. Scheduled crawls skip that step, so the next Crawl Now indexes what they added.

Report

Builds an HTML report of the solution in your browser and opens it in a new tab. If your browser blocks pop-ups, it downloads as an .html file instead. The report opens with a count of components by type, then lists each component with its entity and summary. If Best Practices has recorded issues for the solution, a table of them follows. The top bar has Print / Save as PDF, which opens your browser's print dialog. The report is not stored.

Health

Opens a Solution Health dialog for the solution, with a score out of 100 and the findings behind it. See Solution Health below.

Export

Choose CSV, JSON, XLSX or DOCX in the dropdown beside the button, then click Export to download the solution's components in that format. See Exports below.

Rebuild everything

Found in the More actions menu. Re-reads and rewrites every component even if it has not changed, which regenerates every summary, then re-indexes everything for search. Use it after upgrading Cartographer, because a normal crawl skips unchanged components and leaves their old summaries in place. It does not regenerate user guides.

Rebuild search index

Found in the More actions menu. Recomputes the solution's search index without crawling. Use it only if search results look wrong.

Remove solution

Found in the More actions menu. Deletes Cartographer's data for the solution, including its components, summaries, diagrams, user guides, crawl logs and Best Practices issues. You type DELETE to confirm, and it cannot be undone. The solution in your environment is not touched.

Solution Health

Click Health on a solution row to open its Solution Health dialog. It shows a score out of 100 and a box called How this score was reached, which starts at 100 and lists every deduction. A Critical finding costs 35 points, a Warning costs 15 and an Info finding costs nothing. The score never drops below 0.

Solution Health checks three things. A disabled plugin step in the solution is a Warning. An environment variable with no value and no default is Critical when it is required and Info when it is optional. Components modified in the last 7 days are Info. Nothing is saved, so there is no score history, and the check needs an activated Cartographer.

For live monitoring of cloud flows, plugin steps, environment variables and business rules across the whole environment, open Compass.

Exports

Component data for a solution can be exported in four formats:

CSV

Flat, spreadsheet-friendly rows

JSON

Structured data for scripts and integrations

XLSX

Excel workbook

DOCX

A readable Word report, not a data dump

The DOCX export reads like a report rather than a table: a title, the generation date, a component count, then a heading per component type with each component's name and summary written out as prose.

CSV, JSON and XLSX carry nine fields for each component: Component Type, Name, Unique Name, Entity, Trigger Event, Execution Stage, Managed, Summary and Summary Source. Dates, IDs, status and raw metadata are left out, and so are components that have been removed from the solution. Exporting needs an activated Cartographer.

Exports reflect the components already in Cartographer. Click Crawl Now first if you want the report to include the latest changes to the solution.

Search

A Search section appears in Solution Manager, above the Configured Solutions list, once at least one component has been indexed. On a new install that means after you activate, add a solution and click Crawl Now. Type a question in plain English, such as "who is allowed to read records", choose All solutions or one solution, and click Search. The top 10 components come back ranked by meaning, each with its name, its type, its solution and a similarity percentage.

A small open-source embedding model bundled in the solution does the ranking. It runs inside your environment, makes no network calls and writes no text. What search can find and how to read the percentages are covered on the Semantic Search page.

User Guides

The User Guides section lists all Model-Driven Apps discovered across your crawled solutions. For each app, you can:

  • Generate Guide — Create a new user guide for the app, built from the crawled component data
  • View — Read the generated guide in a modal overlay, and use Copy Markdown to paste it into a wiki or any Markdown editor
  • Regenerate — Refresh an existing guide with the latest component data
Guides are generated deterministically from crawled metadata — the same guide content every time, until the underlying components change. A crawl never refreshes a guide, so click Regenerate after a crawl to bring it up to date. The User Guides page covers what each guide contains.