The alert settings will only be available once an active server has been selected.

To reach the settings, select the settings icon from the top left menu.

Company Profile View

Legend
1	The company logo. The logo is displayed in different locations across the UI.
2	The name of the company. This is displayed in the main dashboard, the server hierarchies, reports and throughout the UI.
3	The company’s HQ country location.
4	The company’s HQ country location.

Membership and Permissions View

User Permission Roles

Owner – A powerful user on the level of a single client/company. They are allowed to do everything on the level of the client, including user management and payments.

SysAdmin – Can do everything at the level of the client/company except handle payments. Only SysAdmin privileges and above may change permissions.

Editor – Can edit all servers for the client/company except those that are implicitly denied.

Viewer – Can watch/view all servers for the client/company except those that are implicitly denied.

Coordinator – This user has specific privileges given to them on the action or server level.

Members View

Legend
1	Choose between the member’s view and the Group’s view.
2	Total count of contacts in the active view
3	Invite member action. This will invite a new member and give them permissions.
4	Members view table view
5	Member permission role
6	Additional options for a member. See edit access to view the full list of servers this member/group has access Add to group – Add this member/contact to a specific Remove from team – deletes the member from this team.

Members edit access panel – Servers view

Legend
1	Name + email of the selected member
2	Toggle between the server view and the group view
3	The list of managed servers for which the member has permissions.
4	Action button to remove the member completely

Members edit access panel – Groups view

 

Legend
1	Name + email of the selected member.
2	Toggle between the server view and the group view.
3	Remove an active member from the group.
4	Action button to remove the member completely from the team.

Invite Members View

Legend
1	Full name of the invited member
2	Email address of the invited member. The invitation will be sent to this email.
3	The country/timezone for the invited member.
4	The phone number of the invited member. This phone number will be used to send notifications from the system. It will also be used to authenticate the user.

Groups View

 

Legend
1	Panel title
2	Toggle between the Group view and the Member view
3	Action to Add Group
4	Main group table Name Description Group Name The name of the group Users Total count of users in the group Permission See Roles Type See Member Types
5	Delete group action

Create a new group dialog

Legend
1	Group Name
2	Add/remove employees in the group
3	See Roles

Contacts Settings View

Contacts View

 

Legend
1	Toggle between Contacts view and Group View
2	Add new contact dialog
2	Contact table Name Description Name The name of the group Type The type of contact (in the future, this may have different options). Status Active/Inactive Email The contact’s email. This is used for authentication and notification purposes. Phone The contact’s phone number. This is used for authentication and notification purposes. Groups A list of groups the contact is in.

Groups View

Legend
1	Toggle between Contacts view and Group View
2	Add new contact group dialog
3	Contact Group table Name Description Group Name The name of the contact group Contacts The total number of contacts in the group Status Active/Inactive Toggle Additional options Edit – open the edit contact group dialog Remove – deletes the contact group

Add contact dialog

Legend
1	The first name of the contact to be added.
2	The last name of the contact to be added.
3	The email of the contact.
4	The contact’s phone number.
5	Toggle if the contact is active or not.
6	Save button.

Add contact group dialog

Legend
1	The name of the new contact group
2	The contacts we wish to add to the group.
3	Active/Inactive toggle.

Performance Settings View

The performance settings is similar to the alert settings in the way that it uses predefined templates to enable/disable specific sampling and to change their sampling intervals (in seconds).

There are two types of performance modules–OS and SQL servers. Thus, there are two types of performance setting templates. You may create as many templates as you wish. However, only a single template of each type may be attached to a machine/server.

Any new affiliation to a machine or a server will remove the affiliation from the previous template and attach it to the new template.

After affiliating your machine/server to a template, you may customize specific servers/machines by choosing the “custom setup.”

How do I find the performance settings?

Creating a new performance setting template

There are two ways to create a new performance setting template:

1. To create a new blank template, press the “[+]Create Template” A create new template dialog will appear. Choose the new template name and its type.
   
2. The second method (recommended) is to choose an existing template, press the (…) on the top right corner and duplicate the A dialog will appear where you will need to enter the duplicated template’s name.
   

Affiliating a server with a template

To affiliate a server or machine with an existing template, click on the template name and go to the “Affiliated machine” tab (if the template is an SQL type, it will say “Affiliated server”). Then press the “Add server” button and choose your machine/server.

To remove the machine or server, just click on the X next to its name or deselect it from the list of affiliated machines/servers.

Customizing a server to have different performance sampling properties

By default, your server will be attached to a template. If you wish to customize a specific server not to include specific health check tests, you first choose the “Custom Setup.” Remember that this option will unlink the specific test from the template. You can always undo this.

Note: Disabling any sampling module will result in having incomplete alerts, charts or informatiom from the user interface. Do this only by recommendation from Experda experts.

From the custom setup:

1. Find your server from the tree list and click
   
2. Find the relevant If it’s a machine-level test, it will be found in the Host tab. If it’s a SQL-level test, it will be found in the SQL tab.
   
3. Disable/Enable the selection or change the sampling time for the server/ machine and press “Save.” This will cause the test to be unlinked from the template, which you can then undo by pressing the “reset” button next to it, which will return it to its template
   

Global Settings View

SMTP settings

The SMTP settings may be used in the OnPrem installation and the OnCloud version. The SMTP server needs to be accessible via the internet to be used. Once SMTP settings have been set and tested, all notifications and reports will be sent via the SMTP server.

 

Legend
1	SMTP server IP/address + port.
2	Toggle SSL.
1	SMTP Server User name + password.
2	The sender account that will appear as the sender of the notifications/reporting.
1	Testing email address.
2	Clear all dialog controls.