• Departments • Locations
• Custom fields - Custom fields allow a user to create groupings of units which are accessed by all HMX Manager users
• Personal and global unit groups - Global unit groups may be seen by all users; personal unit groups are visible only to the user who created the group
Site, Department and Location Groups
You may create one or more site, department and location names and then associate units with them. For example, you could create sites names such as Austin and Sunrise, department names such as Software Development and Human Resources or location names such as Lab Room 101 and System Administrator’s Office.
Site, Department and/or Location columns may be included in a Units View window display, using the Customize link.
To group units by site, department or location, you first create a site/department/location, then associate units with it. Sites/departments/locations that contain units to which a user does not have access rights will not appear in the side navigation bar. The site/department/location must also have at least one unit associated with it to be displayed in the side navigation bar.
To add a site, department or location: 1. Click theUnitstab.
2. To add a site, clickSitesin the top navigation bar. The Sites window will open.
To add a department, clickDepartmentsin the top navigation bar. The Departments window will open. To add a location, clickLocationsin the top navigation bar. The Locations window will open.
3. ClickAdd. The Add Site, Add Department or Add Location window will open. 4. Type a name, then clickAdd. The Sites, Departments or Locations window will open.
To delete a site, department or location: 1. Click theUnitstab.
2. To delete a site clickSitesin the top navigation bar. The Sites window will open.
To delete a department, clickDepartmentsin the top navigation bar. The Departments window will open.
To delete a location, clickLocationsin the top navigation bar. The Locations window will open. 3. Click the checkbox to the left of one or more sites/departments/locations. To delete all
sites/departments/locations in the page, click the checkbox to the left of Name at the top of the list. 4. ClickDelete. A confirmation dialog box will appear.
5. Confirm or cancel the deletion.
To change the name of a site, department or location: 1. Click theUnitstab.
2. To change the name of a site, clickSitesin the top navigation bar. The Sites window will open. To change the name of a department, clickDepartmentsin the top navigation bar. The Departments window will open.
To change the name of a location, clickLocationsin the top navigation bar. The Locations window will open.
3. Click on the name of a site/department/location. The Site/Department/Location Name window will open. 4. Type a new 1-64 character name.
5. ClickSaveand then clickClose. The Sites, Departments or Locations window will open.
To associate or change the association of an existing unit to a site, department or location: 1. Click theUnitstab.
2. Click one of the links listed in 2 in the side navigation bar to display the corresponding window for the units you wish to associate, change or remove the association.
Link Window Changes Site Associations For
A link under Target Devices Target Devices Target devices only A link under Appliances Appliances Managed appliances only Sites Units in Site Units
Groups Units in Group Units A link under Custom Field Units in Custom Fields Units Recently Accessed Recently Accessed Units Units
Table 6.1: Links for Managing Sites, Departments or Location Associations
3. Click on the name of a unit. The Unit Overview window will open. 4. ClickPropertiesin the side navigation bar, then clickLocation.
5. From the menus, select the site, department and/or location to associate with the unit. If you do not wish to associate the unit with any site, department or location choose the top (empty) item from the menu. 6. ClickSaveand then clickClose.
To display the units associated with a site, department or location: 1. Click theUnitstab.
2. To display units associated with a site, clickSitesin the side navigation bar. The Units in Site window will open, with a list of units associated with the first alphabetically-listed site.
To display units associated with a department, clickDepartmentsin the side navigation bar. The Units in Departments window will open, with a list of units associated with the first alphabetically-listed department.
To display units associated with a location, clickLocationsin the side navigation bar. The Units in Location window will open, with a list of units associated with the first alphabetically-listed location. 3. Click on a site, department, location link in the side navigation bar to display another entry in the unit list.