5. Client interface

This chapter provides information on the client menu options available, covering:

5.1. Logging on

When the PxM Client is running, you will see the PxM Platform icon in the Dock which holds your favourites.

  1. By default, when you start the client the Login window appears. To manually show the Login window, click on the PxM icon.

    Mac Client Login Window

  2. Enter the login information:

    Field name Description
    Address: Enter the IP address or hostname of the PxM Virtual Appliance you want to connect to.
    Username/Password Depending on the configuration of your PxM Platform, either enter your PxM local account details or your existing external authentication details (Active Directory or RADIUS).
    Token code: If multi factor authentication has been configured within your PxM environment then your PxM Superadmin will provide you with a token code to enter. Only after successful verification of both the password and token code will you be logged into the PxM Platform.
  3. Click Login.

  4. You will be asked to confirm the PxM Virtual Appliance host key fingerprint which can be found on the PxM Desktop Client Download web browser page.

    Mac Client host key fingerprint window

  5. Once verified, click OK. The Login window is closed and an client window opens.

    Note

    When you have successfully logged into the client, an Info.plist file is created which will store the address and username so you don’t have to type in this information each time you login.

    If you are logging into multiple PxM Virtual Appliance, the addresses will be listed in the drop down.

5.2. Client Interface

Once successfully logged in, you will be presented with the client interface which will dynamically update the device list you have access to.

Mac Client device list

From here you can connect to device tools or run device tasks. See Accessing devices through the client.

To manage your client interface device list, right-click a device and select one of the following options.

Menu option Description
Collapse All Hides the tools and tasks available for each device.
Expand All Shows the tools and tasks available for each device.

The client interface window can also be resized by expanding the sides. Any resizes will be saved automatically.

5.3. Client menu options

When the client has been launched click within the client login window. The application menu will change to match the active window.

5.3.1. PxM Client menu options

The options listed under the PxM Client menu are as follows.

Mac Client Menu Options

Note

The Services menu option will not be explained as it is not specific to the PxM Client.

5.3.1.1. About PxM Client

The About displays the client versioning and copyright information.

Mac About

5.3.1.2. PxM Client Preferences

The Preferences allow you to update the following client settings to suit your requirements:

Tools tab

The tools list defines the commands that will be used by the client to launch a specific program, when the user tries to single sign onto a device tool.

Note

By default, the operating system default programs will be used unless specified otherwise.

Mac Tools

Search tab

Depending on your preference, you can change the client search mode to one of the following:

Search mode Description
Substring Allows you to find a place where one or several patterns are found. The client will update your list as soon as you start typing in the Search window. Once you have typed the first search string, you can hit enter and then type a second search string which searches within what has been found already.
Regex Allows you to use regular expressions to find patterns of text.

MAC Search

5.3.1.3. Other client options

Option Description
Hide PxM Client Hides the application which is currently the active window.
Hide Others Hides all the applications apart from the active window.
Show All Shows all the applications that are currently open.
Force Quit If your application is not responding use this option to force a shutdown of the application.

5.3.2. Connection menu options

The options listed under the connection menu are as follows.

Mac Client Connection menu options

Menu option Description
Connection Status

Shows all the open connections through PxM.

Mac Client Menu Connection Window

Change Password Only locally authenticated PxM users have the ability to change their passwords.
Log Out Logs you out of the virtual appliance and disconnects all open device session connected through virtual appliance. The client icon will remain running in the System Tray but the icon will be grayed out.
Change Tickets See Change ticket management tool.

5.4. PxM Client icon options

When you right-click the PxM Client in the Docker, you will see the following options.

Option Description
Keep in Dock The Dock is the bar of icons that sits at the bottom or side of your screen. To make the PxM Client accessible in the Dock select this option.
Open at Login The client will automatically open after login.
Show in Finder Will organise your client application so it can be found on the desktop or menu bar.