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Manage the console workspace

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In the majority of circumstances the three pane view of the Dashboard is incredibly useful, however there may be times when you wish to maximise the available space, perhaps by removing the Monitoring and Management menu, hiding the Dashboard branding*, maximising the north device panel or increasing the south tab panel.





hmtoggle_plus1Monitoring and Management Menu


Click on the minimse button << to hide the Monitoring and Management menu and to show the Client and Site information click >>





hmtoggle_plus1North and South Panels - Resize


Resizing of both the north and south panels are controlled via common options. The currently selected resize option is indicated by a darkened background and retained between Dashboard sessions. improve_resize_buttons





Expand this panel


Restore panel split


Collapse this panel


The following example shows the Dashboard with the south Checks panel expanded and the Monitoring and Management menu minimised.




hmtoggle_plus1Device Search


To quickly find a specific server or workstation or bring up a list of related devices search for devices across Client, Site, Device, Description, Username and Operating System using the current filter options. The search function can prove particularly useful not only for identifying devices that match the entered criteria, but also only display those devices where a multi-select bulk action is to be performed.


Select the Servers, Workstations or Mixed tab and enter the query in the Search box above the north pane of the Dashboard. The north pane dynamically updates to display only those devices matching the search term, with any corresponding entries highlighted. In addition to this the device status drop-down (for example All Servers or All Workstations) displays the number of devices found using this criteria. To clear the search box click the clear filter button unfilter






Search Notes

The Search function queries the Client, Site, device name, Description, Username (Workstation only) and Operating System columns where they are displayed in the north pane. These columns may be added, or removed, from the north pane via the Columns drop-down.


Each page of the north pane contains up to fifty devices and when running a search all devices are include, not just those on the current page, with the information displayed in the north pane restricted to the current view and filter options. For example where a specific Site is selected with the option to view Problem Servers only problem Servers under that Site which match the search criteria are displayed. However if the filter was expanded, for example to All Servers and / or All Clients, any Servers registered against the Dashboard are returned.


Searching is case-insensitive and automatically uses wildcards at the front and end of the term, for example a search for pro will act like %pro% and match Windows 10 Professional, Windows Pro, WINPROXL5 or Marketing professionals workstation.


Please be aware that it is not currently possible to use Boolean search operators such as AND, OR, NOT or quotes in the search



hmtoggle_plus1Filtering by Client, Site and Problem


The Monitoring and Management section contains the same Client and Site scope selection tree as before, with additional options available to allow you to choose which problems (View, Sort Clients, Server Problems and/or Workstation Problems) cause clients and sites to be highlighted red and shown at the top of the tree.





All problem filters are now accessible from the drop-down above the north pane. In addition to Filtering by Problem for All Clients (as per Dashboard 5.36) these filters can now be applied at the Client and Site level by selecting the Client or Site and then making the filter selection.


The filters available from the Servers, Workstations and Mobile Devices drop-downs are:




Mobile Devices

All Servers (n)

All Workstations (n)

All Mobile Devices (n)

Problem Servers (n)

Problem Workstations (n)

Active Devices (n)

24x7 Problems (n)

24x7 Problems (n)

Unregistered Devices (n)

Daily Safety Check Problems (n)

Daily Safety Check Problems (n)


Overdue Servers (n)

Offline Workstations (n)


Offline Servers (n)



n indicates the number of devices meeting the filter criteria.


The filter selected on each tab is remembered and will automatically be selected next time you login to the Dashboard.


Please note, from Dashboard 5.39 a message is displayed in the north pane where no devices are found for the selected filter with the option to view all  devices of that type. For example No offline servers found. View all servers, No problem workstations found. View all workstations, No unregistered mobile devices found. View all mobile devices etc.


Please be aware that Problem Servers includes those servers currently reported as overdue, offline servers are excluded. Similarly Problem Workstations does not include offline workstations.


Dashboard 5.39 also introduced the option to remove the filter selection via the clear filter button. clip1350



hmtoggle_plus1Filter Manager

The Dashboard was designed for ease of use with various default options available from the device filter drop-down, including All Devices, Problem Devices, Offline Devices etc. But as the number of monitored servers and workstations increase, it can sometimes prove tricky to identify those devices with shared characteristics.


Through the Filter Manager, you can design multiple custom Dashboard views for different device state, Operating System, feature, Check and Task scenarios. The filters may be marked as a favourite so they appear in the device drop-down above the north pane in the Dashboard.


To create and use a custom filter:


3.Configure the filter Details, Devices, Features, Checks and Tasks sections






hmtoggle_plus1Choose Default Tab


From Dashboard 6.12.4 an additional customisation option was added which allowed the user to choose the default north pane tab to display when the Dashboard opens. The system default is to return the Servers tab when logging into the Dashboard, but from 6.12.4 the user can choose to open at the Servers, Workstations, Mixed, Mobiles, Services or Networks tabs.


Simply right-click on the tab header and tick in the Set as default box to select. If choosing another tab as the default the previous setting is automatically replaced and to remove the setting from the tab just right-click and untick in the Set as default box.




hmtoggle_plus1Automatic Dashboard Refresh


The Dashboard automatically refreshes all panels after five minutes of inactivity and when combined with the ability to force a manual reload via the Refresh buttons minimises the possibility of viewing stale data.


hmtoggle_plus1Hide Dashboard Branding* (Full Screen Mode)


To fully utilise the available real estate you can opt to hide the branding header and footer when logged into the Dashboard with a staff level account (Superuser,Administrator level account or the Agent Key (where Dashboard access is enabled). On the View menu go to Layout then tick or untick the check box to Show Dashboard Branding as required. Please note that the option to hide the branding is not available for Client level Dashboard users.


Show Dashboard Branding

Hide Dashboard Branding




hmtoggle_plus1Reset Layout


Go to Reset Layout from View, Layout to return to the default Dashboard layout


Please note, the Reset Layout option not only affects the Dashboard panels but also the Show Column filter and column ordering




To allow faster rendering of the Dashboard where large numbers of devices are under management, the north pane is now paginated and lists up to fifty devices per page. Movement is controlled either by entering the target page number or by using one of the following buttons in the central bar:





Next Page


Previous Page


Last Page


First Page




Sorting by any of the other columns is still possible and will cause the north pane to refresh to ensure that the devices are correctly shown in the revised order according to the column on which the sort was applied.



To prevent excessive load on the system, not all elements of the Dashboard update dynamically and where the information in the north and south panes do not coalesce, we would suggest reload your Dashboard from View > Refresh.


To show the current version of the Dashboard.


1.Click the Help (?) icon in the top navigator
2.Select About




* Please be aware that the availability of the hide Dashboard branding option is dependent on your account type.