FileWave Anywhere Help Menus

These articles are tied to the FileWave Anywhere help system specifically.

Customizing Views

Many views within the FileWave WebAdmin have tables in them that can be customized to match your needs.

We will customize views when we find there is a data element missing from a table we'd like to add, when we'd like to sort records in a different way, and even to rearrange column order.

Each of the customization options are detailed in the below articles, and apply generally to almost all web admin table views.

Customizing Views

Column Searching Criteria

What

Whenever we are in a particular table view, the data may be quite extensive and perhaps hard to find.  The search tool allows us to temporarily enter search criteria for any table view to quickly find content.

When/Why

Assume for a moment that we got a call from the field from a customer having an issue with their laptop.  We ask for, and they give us, the asset tag number from the sticker on the physical device.  Quickly finding this device in the Devices view is critical for us in this case, and as long as we have the Asset Tag field in the view then we can quickly search for it using the data filter.

How

Below you'll see an example of filtering within the Licenses view.  In this example, there are only a few dozen licenses, but in a production environment there are quite likely thousands so the filter becomes quite important.  You'll also note in the below that the filters for any view are "sticky" and will remain as a filter in that view until you either change or remove the criteria.

Customizing Views

Columns Adding and Removing (Customizing)

What

The Edit Fields tool allows you to choose to display/hide additional inventory fields beyond the standard fields that are included by default.

When/Why

Typically, we'll want to use this tool when there are elements that are important to us beyond the default fields.  Inclusion of the fields in the view then allows us to do things like quickly search and filter by those values.

How

You can Edit the fields in a view wherever you see the () icon on the right of the table (it is shown here horizontally, but is vertical in the web admin).

In the following example, you can see that we are adding the custom field "Asset Tag" to our devices view.  This is important to us, because when a customer calls from the field to report an issue, the asset tag is the easiest way for them to identify their device.  Including the field in this view allows us to then quickly filter for the troublesome device.

Removing a field from a view is as easy as unchecking the checkbox.

Customizing Views

Columns Pinning

What

Pinning columns allows you to make sure that a particular column is always where you want it.

When/Why

Most of the time that we pin a column it is because that column is really important and we want to see it all of the time.  For instance, if I constantly refer to Asset Tag, then I may want to pin that to the left side of the devices view along with device name.  That way, if I scroll right within the window, those two fields will always be shown.

How

Below you will see an example of pinning the Device Name column to the left, and then removing the pin.  Note that you access the pinning menu by clicking on the hamburger icon () in the column header:

Customizing Views

Columns Sorting & Moving

What

Once we have customized a table view to contain the columns we want, it makes sense for us to want to order the data in the table and to order the columns themselves.  Both of these are possible in the FileWave WebAdmin.

When/Why

Generally we will want to re-order and sort columns to make data in tables more meaningful to us.  As an example, if I am looking at a table with FileWave Client Version in it, then I am probably going to want to sort that table by FileWave Client Version ascending (the up arrow indicates ascending) because what I really care about are old clients and fixing them:

How

As you will see in the below, sorting by columns is as easy as clicking on the column header, and order columns is as easy as drag and drop:

Exporting Data

What

From almost any view in the FileWave WebAdmin you can export the data in the current view.

When/Why

Typically we will want to export data when we want to put it into some other format, like a spreadsheet or a presentation.

How

As you'll see below, exporting data from the current view is as easy as right-clicking, and choosing "Export to CSV":

Search Criteria

What

The general upper-right Search tool () will search for devices from within any view in the FileWave WebAdmin.

When/Why

We'll use this tool to quickly get to any device, from anywhere within the admin for those quick one-off support types of issues.  We'll be adding more functionality to this search function over time.

How

To search for a device, you can use the most common field values, such as device name, operating system name, and current username to isolate devices.  Once the list appears, click on the device name to go to the device detail view:

Currently, this search does not search against additional fields that you have added to the client view, but we will be making improvements on this in future.

 

Update Model

What

In every view of the FileWave WebAdmin, you are going to see this icon () in the header right beside a label for the Model Number ().  The "model" in FileWave is the concept of committing changes to be ready for production so to speak.  Each time the model is updated, the Model Number itself increments by one and the devices in the field compare this number to their model number to know whether a change has been made. 

When/Why

We'll update the model each time we want a change to be committed.  For instance, if we have just created a new payload from VPP, and have assigned that payload to devices in a deployment, we will then update the model to make that change effective.  Until the model is updated, nothing will happen with our new deployment.  Model Update rights do NOT have to be given to every FileWave admin...you can control that preference for each administrative user.

Updating the model is not done in a silo.  All changes that have been made by all FileWave admins are committed each time a model update is performed.  So, in a shared environment it is best to have a team plan for model updates.

How

Actually updating the model is as easy as clicking the  icon as you'll see below:

You will see this Update Model dialog popup whenever anyone updates the model in the environment.

View - Deployments

The Deployments view allows you to see and create Deployments. Deployments are not Associations, but they are similar. Deployments connect payloads to endpoints like Associations, but deployments have more advanced capabilities than their earlier cousins.

We'll use the Deployments view whenever we want to create new, or edit/delete existing deployments. In each case a deployment will define a relationship between payload(s) (the things to install) and the endpoint(s) (the thing to install to).

View - Deployments

Create Deployment

What

The creation of a new deployment connects one or more payloads with one or more devices/groups. You can also use deployments to create exclusions on devices or groups.

When/Why

Deployments may be quite straightforward.  It may be as simple as "I need to deploy Adobe Photoshop to each device which owns a license".  But, it may be more complex, such as "I need to deploy Adobe Photoshop to all devices in our Production group, but not to any manager's device."  In the first instance, our deployment will probably pick a manual group or individual machines as the endpoints.  In the second instance, we might target a group for "Production", but add an exclusion for and devices in the Managers smart group.  Deployments can even target LDAP OUs as well.

How

To create a new deployment, select the plus ( ) in the top right.

Then give the deployment a name in the top left.  it is important to name the deployments appropriately so that you can filter for them later.

We'll discuss each of the tabs in this view in the below linked articles.

View - Deployments

Deployment Targets

What

The Targets of a deployment are the endpoints that we'll define for deploying to.  Targets allows us to choose individual devices, groups, smart groups and LDAP sources for our deployment.  Targets also allows us to avoid deploying to certain devices or groups as well.

When/Why

We'll want to define here the targets and exclusions:

Targets - What you want to receive 

Groups - Static, Smart Groups, and LDAP OUs to include  

Devices - Specific devices to include

Exclusions - What you don't want to receive

Groups - Static, Smart Groups and LDAP OUs to exclude

Devices - Specific devices to exclude

If left blank, the deployment can be saved, but without targets it won't send payloads anywhere.  This may be nice for archival purposes.

How

  1. From the Targets tab.
  2. Select devices you want to get a payload(s). Either groups or individual devices
  3. (optional) Select exceptions, groups or devices you do not want to receive any payload(s)
  4. Save your work to finish later or next to finish creating your deployment

View - Deployments

Deployment Payloads

What

In the Payloads tab, we'll choose all of the payload(s) we want to include in this deployment.  That is, items, such as software you want to deploy.  This can be one item, many items, or even nothing.

When/Why

Of course the point of a deployment is to deploy something, so we'll pick payloads we want in this view.  Note that the list of payloads can always be amended.  Additions will be installations, and removals of payloads will be uninstalls (based on verification settings).

How

  1. Press the plus () in the top right or "Add Payloads" button in the center
  2. Select one or many payloads
  3. You may delete them with the x ()
  4. Select Save to continue later or next to finish the deployment

View - Deployments

Deployment Options

What

The Options tab allows you set the "rules" for the installation, such as the timing and the license assignment type for instance.  These settings vary by type of payload

When/Why

For the most basic type of installations (an iOS VPP app for instance), we may not change anything at all on this tab.  But, if we are doing a Windows MSI deployment scheduled for Friday night after 5PM, then we might set several different timing options in this tab.

How

  1. Select Install type
    1. Direct (installs automatically)
    2. kiosk (Shows in a list of installs for customer to install)
  2. (optional) Select Timing, if no times are selected, FileWave will download and install as soon as it can
  3. (Optional - VPP only) Select License distribution
    1. Device
    2. User

View - Deployments

Deployment Summary

What

The Deployments Summary tab shows you the effective action that your deployment will perform.

When/Why

It is very important to review this tab to make sure that at minimum the number of devices being impacted makes sense.  This is your opportunity to sanity-check your settings before you update the model and commit your changes.

How

Note that no actions can be taken directly on the summary tab, but it gives you to overview to evaluate your deployment:

The tab shows the number of endpoints impacted, and the overall size of the deployment.  Note that an explicit exclusion wins over an inclusion. (e.g. a device is in a group that has a payload assigned, but that device is also explicitly exluded means that that endpoint will NOT have the payload(s) installed.)

View - Deployments

Deployment Drafts

What

When creating Deployments in the WebAdmin you may see Deployment drafts on the deployment page.

When/Why

Because the WebAdmin is not a local application, and you could be interrupted while creating a Deployment by accidentally closing the browser or simply going off to work on something else after starting to define a Deployment, there is a concept in FileWave 14.6+ of Deployment drafts that was introduced. You will see them in the Deployments section of the WebAdmin if any exist. The only drafts you will see are ones created by you in the current web browser. So if you have a draft in Chrome and then login with Firefox you will not see the draft.

How

The drafts show up in the WebAdmin like in the below image. If you want to continue to work on your draft you can click the ... icon and pick to Edit it or you can pick to Delete it from there. Additionally you can click on the Name of the draft and go back to editing it as well.