The Automatic Trees Management window can be used to create and modify automatic trees.
Basically, you choose a field available in the database and this field becomes a level of the automatic tree. For instance, if you choose the "Manufacturer" field as the first level of your tree, SXSi will create a node for each different manufacturer found in the database of audited PCs. Objects will be placed automatically under the node of their manufacturer.
You can also create trees based on the information contained in the "Hardware" / "Detail" and "Windows" / "Detail" tabs (Click here for more information).
The Automatic Trees Management window is divided into four different zones:
The upper left pane contains the available fields you can use to create automatic trees.
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Audits : gives information on the latest audits. |
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Hardware: groups all the basic information on PCs. For instance, the CPU type, the amount of RAM, the manufacturer, the IP address, etc. |
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Windows: contains specific information on the software setup and OS. For instance, the connection domain, the ODBC version, etc. |
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Objects and Fields: contains the custom fields defined by the administrator. |
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Formulas: contains the formulas created in the formula zone. |
To select a field and include it in the tree, you can double-click on it or drag & drop it in the Tree pane. If the field must first be modified, you can also drag & drop it to the Formula pane.
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Certain fields are underlined. These fields are common fields (See explanation). These fields are special because they are shared by several Objects of different nature. You may include these fields in your trees, but if you wish to create a tree that groups several Objects of different nature, you should only select fields that are common to all the Objects you wish to include. |
The lower left pane contains the name of the tree and the list of fields and formulas included in the tree.
To remove a field from this zone, simply double-click on the field or select it and press DELETE.
The two vertical arrows can be used to reorganise the order in which fields are displayed: by extension, the order of the tree nodes.
The "Preview" button displays the tree that will be generated after validation, without leaving the window.
If you do not select the "Public tree" checkbox, only you will be able to see the tree in your Console. If you wish the tree to be available for other Console users, select this box.
The upper right pane shows a sample of the data for the currently selected fields or formula.
The "Preview" button displays the tree that will be generated after validation, without leaving the current window. A context menu with other viewing options is displayed with you right-click in this area.
The "Refresh data" button updates the list of data that exists in the database for each field.
You may define formulas in the lower right pane. Formulas are especially useful to extract character strings or classify objects as groups based on their features.
For instance, if your IP addresses carry a byte that indicates the PCs' locations, you can isolate that value and associate it to the real name of the site. You will then obtain a tree that will allow you to automatically locate your equipment by site name based on a value contained in the IP address. There are many other possible uses. The Synexsys evaluation version contains some examples that will surely inspire you to create other useful formulas.
Click on the "Add" button to create a formula. Give it a name and use the context menu (right-click) of this zone to insert functions. To insert fields in the functions, simply drag & drop them to the "Fields list" zone and place them in the proper location in the Formula pane.
The field will be stored as [00000-label]. The 5-number code is a system code required by Synexsys. The field's label is the one you have defined in the "Objects and Fields" sub-Section of the "Parameters" Section.
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ATTENTION: Always use the drag & drop feature to insert your fields in formulas. Use the Copy/Paste option if you need to duplicate or move fields. This will avoid unwanted mistakes. |
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The new formula will NOT be automatically included in the Tree pane. You must drag it from the fields list and place it in the tree. |
See formulas for more information.
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Click on any field or formula in the "Fields list" to get a sample of the values that are contained in this field. |
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Click on the "Preview" button to switch from the current field or formula to the tree preview. |