Thanks to its treeviews, Synexsys offers several ways to manage and classify collected data.
You can create as many treeviews as you need within the Synexsys Console. This feature allows users to manage company assets according to their specific needs.
Treeviews can be built manually or automatically. Automatic Trees are one of the most effective ways of assuring quality management without any maintenance efforts. We strongly advise you to dedicate enough time to understand how you can maximise your benefits by creating automatic treeviews.
![]() | Use the title bar of the automatic trees to filter the trees window and keep on the screen only the one you wish to work with. If you go back in non-filtered mode, you will see the same layout as when you applied the filter. |
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![]() | You can use the "Expand" and "Collapse" options to open or close a tree in a single command. |
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![]() | Please note that Synexsys always displays the list of all the Objects included in the tree under the selected node (and its sub-nodes), even if you have selected several nodes from a tree. This feature allows filtering your queries more precisely and easily without having to enter any term in the criteria fields. |
Usually, classifications are often linked to the organigramme and the geographical location of the PCs and other Objects. But IT technicians, engineers, and managers may have several other management needs. Below is a list of useful examples:
![]() | Manufacturers - You can create this tree automatically using, for instance, the "System manufacturer" and "System name" fields. (find these properties in the tab Hardware / Summary. Select them and right click. Choose "Create an automatic tree". Give a name to this tree and validate. That's it !). |
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![]() | Operating systems - You may create this tree automatically using, for instance, the "Operating system" and "OS Service Pack" fields. |
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![]() | Providers - Create a common field (char) named "Provider". You can enter the names of your providers in the list of valid values to avoid mistakes. Associate this fields with one or several objects. Then insert this field in a tree named "Providers". All the equipment you associate to the "Provider" common field will be displayed in the tree. |
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![]() | Processors - Insert the field "Processor type" in the tree creation window or use formulas to extract the strings that interest you to the "Processor type" field. |
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![]() | IP Addresses - Use formulas to extract strings regarding IP addresses in the tree creation window. For instance, if the two digits of the third series of numbers of your IP addresses represent the geographical site, you may extract those characters and associate them to site names. |
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![]() | End of warranty - You may create a date type custom field so you can be notified of the end of warranty dates. Then use this field in the tree creation window to create a two-level tree on the end of warranty year and month. You may later use formulas to extract the year and month of the dates. You can also use a "Purchase date" to which you can add 1 or 3 years to get the end of warranty date. |
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![]() | Other Suggestions: Organigramme, Purchase type, Budgets, Network cards, Object types, etc. |
Install the demo database (evaluation version) to see good examples of automatic trees.
Some trees, such as organigrammes, or locations can always be useful for Synexsys users. Others may be created for specific needs such as: computer renewals, migration projects, etc. Some can even be created on the fly to meet a person's needs (if the "Public tree" checkbox is not selected, only the tree's creator may view the tree).
In addition to sorting information in a coherent manner, management trees offer other advantages: typically in the "Queries" Section. Here, the user may execute queries across the database and filter the results thanks to the treeviews. For more information, see Queries.
![]() | Creating Manual Trees - Place the cursor in the "Trees" area, in the upper left of the window. Right-click to display the context menu. Use the "Add" and "Add under" options to manually create classifications trees. |
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![]() | Creating Automatic Trees - option A - Place the cursor in the "Detail" area, on the right side of the window. Right-click on any PC property to display the context menu. Use Create an automatic tree to create trees on the fly. |
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![]() | Creating Automatic Trees - option B - Place the cursor in the "Trees" area and select "Create an automatic tree" from the context menu. Then choose the fields and the formulas that will determine the structure of the new automatic tree. |
![]() | To edit or delete a tree, place the cursor on a node of the tree. Right-click on the node to display the context menu. Select "Edit automatic tree" or "Delete automatic tree" based on your needs. |
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![]() | Important Remark: when you delete trees, the database's contents are not affected. Therefore, Objects contained in the trees are not deleted. |