2. Introducing the Web Management Interface
This chapter introduces you to the PxM Web Management Interface, covering:
2.1. Web Management Interface
The Web Management Interface allows you to manage and implement role-based access controls for all users requiring secure, authenticated access to devices. It is accessed through the PxM Client. See Client for Windows or Client for Mac.
It is important to first work out what level of access will be required for those who will be managing and configuring the system, to those who will monitoring information and analysing data.
By understanding PxM role-based access levels available, the permissions each of the roles will give and what operations the permissions will allow, you can apply a least privileged model when granting access to the Web Management Interface.
Use the following defined device access levels to assign users permission to your PxM environment:
|PxM Server Access levels|
|PxM Virtual Appliance Console||Troubleshooting||Shutdown||Yes|
|Restart Support Password||Yes|
|Unlock Support Password||Yes|
|Change IP Address||Yes|
|Web Management Interface||Manage||Manage users||r/w||r/o|
|Manage user groups||r/w||r/o|
|Manage Active Directory||r/w||r/o|
|Manage static vaults||r/w||r/o|
|Manage account mappings||r/w||r/o|
|Manage MAP servers||r/w||r/o|
|User rights audit||r/w||r/o|
2.2. Interface layout
The Web Management Interface is divided into the following main areas:
|Left-hand menu||Provides links to various areas of the interface. Clicking on a menu option opens the relevant workspace in the main window.|
|Workspace||This is the main part of the window.|
|Tabs||Are located above the workspace and opened when you click on a link in the left-hand menu. Tabs provide easy navigation between multiple opened pages.|
Resetting Interface preferences
Interface preferences are stored per PxM user. Clicking on Reset Interface, which can be found at the bottom of the left-hand menu, will clear any preferences which have been applied.
- The following will be reset:
- System Queue Auto-refresh (10s) will be unchecked.
- Table column widths.
- ‘Don’t ask me again’ checkbox will be unchecked.
- Any open tabs will be closed.
- Filters applied to tables.
- ‘Do not show this page again’ checkbox will be unchecked for the Getting started page.
2.3. General usage
Throughout the Web Management Interface there are a number of common functions that can be found. The following lists the functions available.
Context menu options are available when you right-click a row within a table. Context menu options can vary, but there are a number of common ones:
|Show||Navigates you to the page of the linked to the selected entry.|
|Show linked||Opens up the relevant detail page linked to the entry.|
|Manage||Opens up the Manager: window to manage the profile membership.|
Enables you to highlight all the users. Once highlighted you can:
|Edit||The inline editing functionality allows you to update the details within the row.|
|Multi-row edit||Allows you to highlight a number of rows and multi-edit common fields within the Multi-row editor window.|
|Remove from||Allows you to remove the user, user group, device, or profile depending on which Detailed page you are on.|
|Trigger audit||Runs an account audit on the device/auth service and updates the current information held in the PxM database.|
|View log||Opens up the Log viewer window and displays the log information for the selected task.|
The inline editing functionality allows you to update details on the manage pages.
To edit an individual entry click on the icon at the end of each row or right-click and select icon from the context menu.
Once updated, click on the icon at the end of the row.
To update multiple entries, highlight a number of rows, then right-click and select icon from the context menu. Update the Multiple-row Editor window and click Save changes. Changes will be applied to all rows selected.
Fields available for editing will vary depending on whether you have selected an individual entry and multiple entries.
Each time you switch between tabs in the interface, the workspace data is refreshed to ensure it is up-to-date.
You can manually refresh sections of the workspace by clicking the Refresh buttons.
The Home page and System Queue page also have an Auto-refresh checkbox that, when checked, refreshes the page periodically after a set number of seconds.
The download button enables you to export all the data on the page into a CSV file format. If a filter has been applied on the page, then only the filtered data will be downloaded to the CSV file.
To quickly find an entry, many of the tables have search filters above the titles of each column.
For example, to filter on the Manage users page:
- Click on the Manage users page in the left-hand menu.
- Within the Manage users window, click in the search field above the Name column.
- Type in your search criteria. As you start typing your search criteria, the data will automatically start to update. Only the entries which match your search criteria will be displayed in the table.
- To narrow your search further, use multiple search fields. Other search options include tickboxes, dropdown list boxes and calendar date selectors.
In this example, we have used the following to narrow our search:
|Column header||Search criteria|
|Name||Typed ‘L’ to search all names that contain an ‘L’.|
Tick the checkbox.
This will narrow down the list further to only include names containing an ‘L’ and the account is enabled.
|Dropdown list box||
Click the down arrow to reveal the list box options and select Local.
The search will now be narrowed down to all enabled users with the name containing an ‘L’ and are locally authenticated.
To clear a search filter, click on the icon, which appears when you click within a search field.
The following describes the behaviour seen when clicking on the checkboxes during filtering.
|When the checkbox is checked, the filter will contain all lines that have the checkbox checked.|
|When the checkbox is unchecked and has a black outline, the filter will contain all lines that have the checkbox unchecked|
|When the checkbox is grey, it means there is no filer set.|
Customise table views
You can customise the appearance of most tables by dragging and dropping the table columns or by using the column drop down options.
The options available are:
|Sort Ascending||Sorts in alphanumeric (A-Z) order.|
|Sort Descending||Sorts in descending alphanumeric (Z-A) order.|
|Columns||Table columns can be shown or hidden from view.|
Group by allows the data to be grouped based on the column selected. Group folders are created which can be expanded to reveal the list.
The group by feature can not be used on pages pages with over 1000 records.
Table customisations do not persist across web browser sessions.
The configure sort option allows you to prioritise the order of the columns when sorting is applied.
To configure a sort on a table:
Right-click on a table heading OR left-click on the heading and then click on the .
Click Configure sort….
Within the Sort window, you will see the default sort which has been configured. Click the Add level button to add a new sort entry.
Click the to save the entry.
Once you have added all your levels, you can use the or to change the order of the search. The entry in the list must be highlighted in order to change the level.
Click Apply to save and update the table.
The columns will contain a number in the heading to indicate the order they are being sorted.
Data highlighted in blue and underlined is a link that will navigate you to the relevant page.
- Click on the Manage users page in the left-hand menu.
- Within the Manage users window, click on a name in the list, which you will see is highlighted in blue and underlined.
- The User details page opens up in a new tab and you are navigated to the page.
The plus icon next to headings in the left-hand menu is a shortcut. When clicked the manage page is opened and a new window to add the object selected.
For example, clicking on the next to Users, will give the following tab and new window.