Computers and Devices

Both the Computers and Devices sections of theWeb UI are very similar. They are similar in function to the Computers and Devices windows in KeyConfigure. You can filter the display of devices by clicking on a given Division, Category, or login Status as relevant to the page.

Clicking on the icon in the top left of the Ribbon will toggle the Sidebar. You can drag and drop device objects into Division folders to reallocate them, and change the Status of Computers in the same way. Clicking the arrow to the right of any row item will expand a quick list of other details. The displayed details can be selected with the Columns button in the top right of the Ribbon. The actions drop down next to this will list any applicable Scripts you can use. Shift or Control clicking on multiple row items will select multiple devices to run the script against. The last pull down in the ribbon is the Reports menu. Selecting one of more devices will set them as the Target of the chosen Report.

You can use the Scope menu in the Header bar to limit what you see, both in terms of the listed divisions and computers. Note that this is not entirely exclusive for Divisions as Uncategorized systems will also be shown in these lists. The reason for this is allowing a division administrator to be able to get their systems from Uncategorized and take ownership in their division(s). You can then click the division in the side sub panel to truly limit the displayed list to that division. Another use is to set the Scope to a Tag, and see what Divisions have computers that are members of that Tag. Then when you click a division, you have a list that is double filtered by both Scope and Tag.

Computers

With 7.9 more than ever the Computers page closely emulates the Computers Window in KeyConfigure. There are still some important differences for those more familiar with the older desktop interface. However there are also more powerful tools in the Web than in KeyConfigure.

The Computers page will show an icon next to the computer name with the platform and status indicated much like on Availability Maps. That is, Green are available, Red are in use, Blue are offline, and Gray are in Maintenance. This means the listed User may either be logged in if In Use, or the last person to use the system if in other states.

     Computer List

Top Ribbon

In the top left you will see a button to toggle the display of the left hand navigation pane on and off. Next to this is an indication of what scope is applied due to selection of a Division in the navigation, as well as a total number of computers in the current selection. On the right side are several tools.

The first is the + to add a new record. Using this you'll be prompted to choose a primary ID type for the new record and the corresponding data for that field. It's also highly recommended to provide a Name for the record. You'll then be taken to the Details page for the new record to add in the other data.

Next is the Arrange Fields button . This will bring up a modal where you can choose which data fields will be displayed in the quick view list when you expand the ^ on any computer row. You can also select the Grouping field to use, if any. Grouping allows for powerful display of the computer records by any available field in the database, like Owner, Model, RAM, etc.

The More menu  ⁞ ▾  contains a number of other actions. Many items will be grayed out if you do not have one or more Computers selected in the main pane.

Left Navigation

The left hand navigation for Computers contains three sections.

Main Pane

The large area of the page where the list of computers is displayed. Note that you can not change the displayed columns, but you can change the quick view fields that are displayed when you click the disclosure triangles. You can also change how records are grouped. These settings are under the Arrange Fields button in the ribbon.

You can also use the Search bar in the header to search for a device by any of the column data as well as Asset ID. Combining the Scope and Divisions filtering options allows for robust and detailed results that can then be further quick searched.

Devices

     Device List

The Devices page is much like the Computers page, but you can not create or edit Divisions here. The main difference is instead of the Login Types you see Categories. These are built in and can not be modified, but you can create custom Types under any Category using the Custom Columns under Settings. Sassafras tends to consider things like tablets and mobile devices as Computers, and all other peripheral items and other equipment as Devices. That is, although we do not have a client for iOS or Android, those mobile devices can be imported using our admin scripts from Jamf or InTune, and we create them under Computers due to the amount of data available for them. Devices have many fewer data fields, but also highly customized ones by Category.

Details

     Computer Details     Device Details

Once you click a Computer or Device and are taken to its details screen, you can review the various details just as you would in KeyConfigure, and the categories are broken out in a similar manner to the panes you may be familiar with. Clicking Edit will allow you to edit the various fields just as in KeyConfigure as well. For a full list of options in the various panes, see Computer Details and Device Details.

A feature in the Web UI as of 7.9 is the ability to make Forms to customize the display of these detail pages. This allows you to set the default view for an account to only the fields of interest.

     Custom Form Details

Note that you can edit certain fields like Computer Name that are populated by the KeyAccess client, especially when using the Quick Edit feature in 7.9. If you change these, an update from the KeyAccess client will restore the actual value. Likewise if you import a CSV that changes these, they are changed from manual, and would be again changed by client. The intent is that you can rename retired machines or manually imported machines for example as a convenience, not override the actual computer name. This applies to some other fields as well that allow edit but are agent provided. These are distinct from the Asset and Custom fields which can be Locked against client update.

Linked Records

Some information is interlinked in records, and may even lead you to screens not accessible from the main navigation. For example, if you click on the Last User of a Computer, you'll be taken to a User detail record that you can also edit!

     User Details

Note that the User details include panes to show a list of Policies assigned to the user, as well as any Purchase Install Codes.

Information and Categorization

These panes contain various information reported from the computer and a few management setting options. Of note in the Web UI is the Maps list for a Computer on the Categorization pane. This is not present in KeyConfigure and shows what Map Set and Floorplan the computer is a member of.

Software

     Computer Software Details

The Software pane in the Web UI of Computer Details is the equivalent to the Audit pane in KeyConfigure. However, it not only contains the Audit information, it also shows a list of all installed Products on the computer. This is similar to the Show Installs function in KeyConfigure except this shows Products instead of Programs.

Install Codes

This is a list of "codes" linked to the computer by way of the Install Codes pane of a Software Purchase record.

History

     Device History

Added in 7.9, this pane shows a history of changes gathered since the 7.9 server update was applied. While you can not sort the display columns in the web as you can in KeyConfigure, you can use the Search bar to filter the items to a keyword. You can also Download the displayed results.