Create a Client and Site via the Dashboard

The system uses the following designators for its hierarchical structure:

Client

Customer name or identifier

One Client can have many Sites.

Site(s)

A location devices can be grouped under. For example this can be physical or logical, department or overall device type (server, workstation, laptop) etc

One Site can have many Devices.

Device(s)

Computer(s) the Agent is installed upon

Add Client

  1. Log into the Dashboard
  2. Right-click on the Dashboard name/All Clients bar at the top of the left menu and Add Client, or from File choose New Client
  3. Enter the Client name and Timezone (if different from the current Dashboard time)
  4. This Client name and Timezone is all that is required to create the Client, although the additional details can be entered at this time (or later through Edit)

    5. Field

    Also available from:

    General

    Client:

    Name the Client will appear under in the Dashboard and Reports

    Timezone:

    Client's timezone used for sending Reports, setting Office Hours etc.

    Dashboard Access

    Legacy Client level Dashboard access. Replaced with User roles and Client Groups.

    Software License Setup

    Facility to enter the number of licenses held for Asset Tracking Software License Groups

    Server Report

    Enable the Daily, Weekly and Monthly Client Server Reports as well as configure their send settings

    Settings, Client Report, Server Client Report Settings

    Workstation Report

    Enable the Daily and Weekly Client Workstation Reports as well as configure their send settings

    Settings, Client Report, Workstation Client Report Settings

    Notes Report

    Enable the Client Notes Report as well as configure its send settings

    Settings, Client Report, Notes Report Settings

    Alert Routing

    Setup the Office and Out of Office Hours for the Client and Alert destinations to be used during these periods

    Settings, General Settings, Office Hours  |  Settings, Alert Settings

  5. OK to save and apply

Add Site

  1. Log into the Dashboard
  2. Right-click on the target Client in the left menu, or from File choose New Site
  3. Check and select the Client: in the drop-down
  4. Enter the Site Name:
  5. The Site name is all that is required to create the Site, although the additional details can be entered at this time (or later through Edit)

    6. Field

    Also available from:

    General Settings

    Client

    Client the site is to be registered against

    Name:

    Name the Site will appear under in the Dashboard and Reports

    Default Workstation Monitoring Template

    Default Monitoring Template applied in deployments

    Settings, Monitoring Templates,

    New Device Installation Settings

    Default Server Monitoring Template

    Default Monitoring Template applied in deployments

    Settings, Monitoring Templates,

    New Device Installation Settings

    Data Overdue Cross Check

    Pings the entered IP address or hostname where the device is reported as overdue.
  6. OK to save and apply

Edit the Client or Site post-creation

  1. Log into the Dashboard
  2. Right-click on the target Client or Site in the left menu, or from File choose Edit Client or Edit Site
  3. Amend the settings
  4. OK to save and apply