Docusnap X - Configuration Manual

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Docusnap X - Configuration ManualEnglish Version

Docusnap X - Configuration ManualTable of Contents5Part I Introduction. 71 Conventions.82 Organizationof a Docusnap Installation10Part II Management. 141 Designs.162 UserManagement. 16Users. 4 AdditionalInformation.225 DocusnapConnect67891011121314Packages . 22.23Edit PackageV1. 26Import s.36ActiveDirectory.37AssignmentCriteria. 39SNMP. 39SNMP MIBs. 40SNMP Types. 41Edit Switch. 42MAC Filter.43RSA Key15.4416 WizardConfiguration.4617 SystemGroups4618 IT.Assets. 47IT Assets Structure.54Import andExport. 57Diagrams195820 IT.Correlations.6121 LicenseManagementMetrics . 61.62MaintenanceTypes. 64License Types65Part III Reporting System. 661 BasicsChanging Date: 10/11/2019 2019 itelio GmbH

Docusnap X - Configuration Manual23456.67ReportStructure. tDesigner7. 77User InterfaceBasics . 82.84Editing Headers,Footers and Cover Pages.90Report Creation8. 91Initial Steps.99Componentsand Functions. 109Format Settings.110AdvancedStructures.115New DataSources.116ReferenceValues.117Special Reporting Techniques9. orts. 127Sub-reports. 130SNMP Reports. 133Dialog. 134ComponentsExample. 136.136Filteringa Single System.140FilteringMultiple Systems.146FilteringSystems Using an SQL StatementPart IV Database Structures12345. 151Definitions. of the Structure. 162Example165Part V Meta Objects12345678. 166Basics. 171Captions. 172Data. 177Reports. 177Links. 179Output. 181Diagram. 182Example185Part VI Data Entry Screens123150. 188Designer.192Usageof Tabs. 192Controls 2019 itelio GmbHChanging Date: 10/11/2019

Docusnap X - Configuration Manual. 196Layout Control. 198Layout Group. 198Layout SpacerGroups . 198Textfield. 199.205User/GroupsSelectionCaption . 205.206Date/TimePicker. 207Combobox. 209CheckboxButtons . 209. 212Color Picker. 212Richtextbox214Selection.Grid. 215Attachments. 218Data Grid. 219TreeView.222NumberServers4. 2255 ExamplePart VII Distribution of ModificationsChanging Date: 10/11/2019229 2019 itelio GmbH

PartI

Introduction1Page 6IntroductionWe have pre-configured Docusnap for the majority of tasks required by our users. Ifyou need features that add to the default configuration, Docusnap provides anumber of options for this purpose:§ Changing and creating reports§ Adding additional columns and tables to the Docusnap database§ Defining additional views for data evaluation§ Defining additional structures in the Inventory, Licenses, Permissions andOrganization tree views§ Creating new or extending existing data entry screens§ Adding additional types for SNMP, licenses and extensions§ Extend classes and properties of IT AssetsA license for the Customizing module is necessary to extend the database structure,add new meta objects and create data entry screens. Modified settings can easily betransferred to other Docusnap installations.Important note: With the exception of reports, the customizations inDocusnap are limited to adding new elements to existing structures ordefining new elements. Elements that already exist in Docusnap cannotbe deleted, since this would lead to uncontrollable applicationbehavior.This manual is subdivided into the following sections:Part 1: File Structure of a Docusnap InstallationDocusnap uses certain directory structures and database information to representcustom settings. This section introduces these structures and mechanisms andserves as the basis for the following sections.Part 2: ManagementThe Docusnap Management can be used to create additional types and customizeDocusnap.Part 3: ReportingThis section explains how to create new reports, use the Docusnap Report Designerand assign reports to an object in the tree view.Part 4: Database StructuresChanging Date: 10/11/2019 2019 itelio GmbH

Page 7IntroductionThis section illustrates the structure of the Docusnap database and shows you howto extend the existing data structures.Part 5: Meta ObjectsMeta objects represent individual elements in the different tree hierarchies. Forinformation on how to define or extend existing meta objects, see this part of themanual.Part 6: Data Entry ScreensData entry screens are user interface elements that allow the users to enter data.You can extend existing data entry screens or define new ones.Part 7: Distributing CustomizationsIn Docusnap, you can export your customizations and import them to otherenvironments. This way, it is possible to make customizations of the databasestructure, the meta objects and data entry screens available to other databases oreven other Docusnap installations without much effort.1.1ConventionsIn order to improve the readability of this document, the following conventionsapply:Normal text uses the Calibri font. Names of buttons, checkboxes, etc.are written in italics.Code samples are formatted in CourierNew.Some sections feature tips for using Docusnap. These tips are indicatedby a light bulb.Warning sections are highlighted by a warning sign. Warnings refer toissues that should be taken into consideration when working withDocusnap.Text that contains additional information is highlighted by aninformation sign. 2019 itelio GmbHChanging Date: 10/11/2019

Page 8Introduction1.2Organization of a Docusnap InstallationDocusnap is a multi-user software that requires a certain network directorystructure in order to function properly. As part of the default Docusnap installationprocess, the following directo

A license for the Customizing module is necessary to extend the database structure, add new meta objects and create data entry screens. Modified settings can easily be transferred to other Docusnap installations. Important note: With the exception of reports, the customizations in Do

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