Management Tool

The Dashboard Management tool allows Dashboard Master logins to manage core data resources (computers, domains, programs, and users) as well as other Dashboard users. It allows any Dashboard users with SQL Server authentication to change their passwords. If you are not a Master user, you cannot change or group the resources in the Management folders.

If you don't see the Management button, it may be hidden. Show me.

Viewing Management Folders

To view a Management folder:   

1. Click the Management button at the bottom of the navigation pane.

2. Select a folder at the top of the navigation pane. In the right pane, resources or data within the folder are listed.

3. If you are a Master user, double-click or right-click a folder item to perform an available function. Your Dashboard login may limit your ability to use Management functions.

Management Tasks

In addition to managing Dashboard login accounts, the Management tool allows a Master Dashboard login to clean up and simplify criteria selection lists for Dashboard users.

Some management tasks include:   

• Manage Logins
  Add new Dashboard login accounts, change passwords, and set permissions for Dashboard users.

• Manage Users
  Organize Users by editing user names to make them easier to read and find in the Dashboard. Create user groups to assign access to Dashboard  login accounts and to simplify selecting users as criteria.

• Manage Computers
  Organize computer lists by editing computer descriptions (to make them easier to find and read in the Dashboard). Create computer groups that Dashboard users can select as criteria.

• Manage Domains
  Organize domains by creating domain groups. Add domains that you expect to see in user activity recordings.

• Manage Programs
  Organize programs by editing program names (to make them easier to read and find in the Dashboard). Create program groups that Dashboard users can select as criteria.

• Schedule Reports
  Select any report from the Reports folders to be automatically produced and distributed on a regular basis.

• Website Filtering
  Define category lists of web sites to allow or block. Set up rules that use the categories, and apply the rules in order of priority to create a filter for web usage at your organization. The filtering is applied via a service, and can be updated and refined while in place, without altering the Client.

• Manage the Database
  Backup all data, archive databases, restore as needed, and view all database jobs and job history.

Related Topics

Managing Dashboard Logins

Managing Computers

Managing Domains

Managing Programs

Managing Users

Scheduling Reports

Database Management Overview