SolarWinds Platform Documentation PDF

7/23/24, 5:58 PM Error An unfortunate rift in the time-space- interweb continuum has...

7/23/24, 5:58 PM Error An unfortunate rift in the time-space- interweb continuum has landed you in the https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-edit-dashboards-and-widgets.htm 1/2 7/23/24, 5:58 PM Error 404 ZON Page does not exist, at least not in this dimension. Please use the search bar above or the options below to help get you where you want to be. GO HOME Report the problem https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-edit-dashboards-and-widgets.htm 2/2 7/23/24, 5:58 PM Limit objects on a classic dashboard/view in the SolarWinds Platform Search SolarWinds Platform Documentation  Limit objects on a classic dashboard/view in the SolarWinds Platform This topic applies to all SolarWinds Platform products. As a security feature, administrators can limit which devices are displayed on a classic dashboard/view. 1. In the SolarWinds Platform Web Console, go to a view on which you want to limit the displayed devices. 2. On the view, click the pencil icon > Page Settings. You can also access the View Limitation section from Manage Dashboards: Click Settings > All Settings > Manage Dashboards/Views, then select a view/classic dashboard, and click Edit. 3. Scroll down and click Edit in the View Limitation area. 4. Select the type of view limitation you want to apply, and click Continue. 5. Provide or select strings or options to define the device types that you want to include or exclude from the selected view, and click Submit. The asterisk (*) is a valid wildcard. Pattern limitations restrict views to devices for which the corresponding fields include the provided string. The view will now only show devices that correspond with the limitation setting. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-configuring-view-limitations-sw791.htm 1/4 7/23/24, 5:58 PM Limit objects on a classic dashboard/view in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-configuring-view-limitations-sw791.htm 2/4 7/23/24, 5:58 PM Limit objects on a classic dashboard/view in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-configuring-view-limitations-sw791.htm 3/4 7/23/24, 5:58 PM Limit objects on a classic dashboard/view in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-configuring-view-limitations-sw791.htm 4/4 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards Search SolarWinds Platform Documentation  Configure KPI widgets for modern dashboards This topic applies to all SolarWinds Platform products. See this video: A Step-by-Step Guide to Building Modern Dashboards on the Orion Platform ‚ SolarWinds Lab #93. | Read the THWACK Post KPI widgets display a big number representing a certain metric. You can use them on modern dashboards. You can add multiple Key Performance Indicators (cells), select a background, and define whether the background should change when the metric exceeds a certain value How to configure KPI widgets 1. Configure widget title and other details 2. Configure what should be displayed in the first box: Click Add new value. a. Specify the KPI name and background color b. Specify what metric to display in the KPI box See query examples for KPI widgets c. If you want the KPI box to change color when the data exceeds a certain value, configure thresholds for the color change. When the metric reaches the Warning or Critical threshold value, the KPI box color changes accordingly. 3. If you want more KPI boxes in the widget, repeat the previous step: Click Add new value and define the value. You might want to reorder the boxes or change the previous KPI box to better fit into the widget. Change order of KPI boxes Rename KPI boxes Delete KPI boxes 4. Save Changes. See Edit widgets for details on resizing widgets, changing widget position, or deleting widgets. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 1/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards Step 1: Configure the widget title and other details (Presentation) In the panel on the left, you can type a title and description for the widget. The default title is KPI Widget. You can keep default values for all boxes in this section. 1. In Presentation, expand Title and description. 2. Provide the title and subtitle. 3. If you want to have a link with more details on the widget, provide it in the Widget link URL. 4. You can also provide a description that might help others to reuse the widget. 5. You can also set how often you want data in the widget to refresh. See Refresh rate. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 2/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards Step 2: Specify metrics to be charted Click Add new value and specify what the item should display. a. Specify the KPI name, unit, and background color b. Specify what metric to display in the KPI box: Review the SQL examples for KPI widgets and enter the SWQL manually. c. If you want the KPI box to change color when the data exceeds a certain value, configure thresholds for the color change. Task a: Define the KPI name (obligatory), background color, and unit In Description, provide a label for the metric to chart. Specify a background color and if necessary, provide an abbreviation for units. Task b: Configure Data model 1. Click Data model to specify what should be charted. 2. Select Hand-edit a query and click Edit. See SWQL examples for KPI widgets. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 3/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards 3. In the SWQL query editor, search for the entity you want to chart, and expand it. You will see a list of fields and linked entities. 4. Click import SWQL to display a query that selects top 5 instances of the entity with the listed fields in the SWQL Query box. 5. Adjust the query to return required results. 6. Click Validate query to check for syntax errors. 7. Click Show records to display what the query returns. 8. When the query returns the requested items, click Save model. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 4/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards Now you can either add another KPI, define thresholds, or Save Changes to complete the widget configuration. Task c: Configure Thresholds (optional) By default, your widget uses colors specified for individual values. To make the widget change color when the specified KPI exceeds a value, define thresholds. 1. In the Value box, expand Thresholds. 2. Select Use custom thresholds. 3. Specify the value for the Warning threshold. When the KPI exceeds this value, the KPI box color turns yellow. 4. To keep the KPI box yellow until the KPI reaches the specified value, click the Warning and critical when below box 5. Specify the value for the Critical threshold. When the KPI exceeds this value, the KPI box color turns red. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 5/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards 6. To keep the KPI box red until the KPI reaches the specified value, click the Warning and critical when below box. 7. Click Save Changes to complete the value configuration. You can add a new value, or complete the widget configuration. Step 3: Add another KPI box To add another box to the widget, click Add new value and repeat tasks in the previous step, and save changes. See how to change the order of KPI boxes, change the look of KPI boxes, or delete KPI boxes. Change the order of KPI boxes If you defined multiple values and want to change their order on the widget, use the arrows on a KPI box to move it up or down. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 6/7 7/23/24, 5:59 PM Configure KPI widgets for modern dashboards Rename KPI boxes, change background or unit 1. Click three dots > Edit widget. 2. Expand description for the KPI to edit. Type the new KPI name to the Label box. Select the requested background color. Type the requested unit. 3. Click Save Changes. Delete a KPI box 1. Click three dots > Edit widget. 2. Click the bin icon for the value to delete. 3. Click Save Changes. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-kpi-widgets.htm 7/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL (https://support.solarwinds.com/) SolarWinds uses cookies on our websites to facilitate and improve your online experience. By continuing to use our website, you consent to our use of cookies. For further details on cookies, please see our cookies policy (https://www.solarwinds.com/cookies). Hide this Message Select your Preferred Language from the below list English (US) FEATURED TOPICS (/SUCCESSCENTER/S/TOPIC/0TO2J000… Create a custom menu bar to show a specific URL This article provides steps on how to create a custom menu bar to show a specific URL. Sep 1, 2021 Success Center FIRST PUBLISHED DATE 10/10/2018 3:38 PM LAST PUBLISHED DATE 9/1/2021 6:53 PM OVERVIEW There are instances that you may want to customize the URL for certain menu bar items. ENVIRONMENT NPM 2020.2;NPM 2022.3;NPM 2022.4;NPM 2023.1;NPM 2023.2;NPM 2023.3;NPM 2023.4;NPM 2024.1 CAUSE RESOLUTION 1. Go to Settings > Manage Views > Add New View. https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 1/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL 2. Add the name of the new view and click Submit. 3. This brings you to the Customize page where you can add different resources. In this procedure, we added a test resource and clicked PREVIEW. https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 2/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL 4. Copy the URL. 5. Go to Settings > Customize Menu Bars > Edit the Menu Bar that you want to change. 6. Here you will see two columns of views, at the very bottom, click ADD. https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 3/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL 7. Paste the URL, and add a name for the Menu Item. 8. Click OK. https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 4/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL 9. You should now be able to see the newly created menu bar. Disclaimer: Please note, any content posted herein is provided as a suggestion or recommendation to you for your internal use. This is not part of the SolarWinds software or documentation that you purchased from SolarWinds, and the information set forth herein may come from third parties. Your organization should internally review and assess to what extent, if any, such custom scripts or recommendations will be incorporated into your environment. You elect to use third-party content at your own risk, and you will be solely responsible for the incorporation of the same if any. Did you know? Solarwinds offers fully functional free trials of all of our products, from network and systems management to IT Security and Database Monitoring FREE TRIALS AND DOWNLOADS (HTTPS://WWW.SOLARWINDS.COM/DOWNLOADS? LEC-DFT-CSC-SW_WW_X_PP_X_LD_EN_CSCDYK_X-ORIO- 20200600_ARTICLE_X_X_VIDNO_X-X) Related Articles No related articles yet Articles are related if tend to be read by the same people https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 5/7 7/23/24, 5:59 PM Create a custom menu bar to show a specific URL We'd like to hear from you. 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All rights reserved. https://support.solarwinds.com/SuccessCenter/s/article/Create-a-custom-menu-bar-to-show-a-specific-URL?language=en_US 7/7 7/23/24, 5:59 PM Define what users can access and do in the SolarWinds Platform Search SolarWinds Platform Documentation  Define what users can access and do in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — ETS — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SCM — SRM — UDT — VMAN — VNQM Each user or group account can have different privileges applied to it, such as the ability to modify alert definitions or delete nodes. 1. Log in to the SolarWinds Platform Web Console as an administrator. 2. Click Settings > All Settings in the menu bar. 3. Click Manage Accounts in the User Accounts grouping. 4. Select an account, and click Edit. 5. Specify the login options. Login option Setting Should the user be able to log Set Account Enabled to Yes. in immediately? Disabling an account does not delete it. Account definitions and details are stored in the SolarWinds Platform database and can be enabled later. When you disable an account that was used to create alerts, the alerts' Owner field is permanently cleared, but the alerts operate as normal. Should the user be able to log Specify the expiration date. in only temporarily? Should the user be logged in Select Yes for the Disable Session Timeout option. Session indefinitely even if the timeouts are global and set in Web Console Settings. browser is closed? By default, new user accounts are configured to timeout automatically. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-user-account-access-settings-sw2264.htm 1/4 7/23/24, 5:59 PM Define what users can access and do in the SolarWinds Platform 6. Specify what tasks the user should be able to do. Access Task (Select Yes for this option or do as instructed) Add and edit user accounts and reset Allow Administrator Rights passwords. Granting administrator rights does not assign the SolarWinds recommends that Admin menu bar to a user. you do not allow users to change their own SolarWinds Platform Web Console account passwords. Add, edit, and delete nodes. Allow Node Management Rights Create, edit, and delete maps or Allow management of Network Atlas Maps images in the Network Atlas and Intelligent Maps. Allow management of Intelligent Maps Allow upload of images to Intelligent Maps For more information, see Intelligent Maps user permissions. Create, edit, delete, and import/export Manage Dashboards modern dashboards owned by the user. Create, edit, delete classic Manage Views dashboards/views except for system (read-only) views. This automatically enables Manage Dashboards. If you edit a classic view, the changes are seen by all Create, edit, delete, and import/export other users that have been assigned the same view. modern dashboards owned by the user. Create, edit, and delete both private Allow Administrator Rights. This automatically and public modern dashboards and enables Manage Views and Manage Dashboards. manage classic dashboards/views. Add, edit, schedule, and delete reports. Allow Report Management Rights To only allow access to some reports, select the report category the user can access. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-user-account-access-settings-sw2264.htm 2/4 7/23/24, 5:59 PM Define what users can access and do in the SolarWinds Platform Access Task (Select Yes for this option or do as instructed) Add, edit, and delete alerts. Allow Alert Management Rights To only allow some actions, keep No in Allow Alert Management rights and Allow items in the Alerts section as appropriate: Allow Account to Disable Actions Allow Account to Disable Alerts Allow Account to Disable All Allow Account to Clear/Acknowledge Orion messages To only access some alerts, select the category the user can access, or No Limitation. SolarWinds does not recommend enabling Alert Management Rights when a user account is set to expire. When the account expires, any alert the account created will behave erratically. Users with Alert Management Rights have the same privileges as the Administrator of the computer where the SolarWinds Platform is installed. Administrator rights are required to create SQL alerts and use SQL macros in the alert definition. Enable/disable monitoring, or stop Allow Account to Unmanage Objects & Mute Alerts triggering alerts for monitored entities. Restrict user access to network areas Click Add Limitation and select a limitation that or hide specific data for the user. defines access limits. 7. If you want the user to use additional browser functions, such as right-click menu options, set Allow Browser Integration to Yes. Right-click menu options also depend on installing the SolarWinds Desktop Toolset and running the Toolset Integration Tray application on each client computer. 8. Provide the maximum Number of Items in the Breadcrumb List. To show all available items in breadcrumb drop-downs, set this option to 0. 9. Click Submit. New account settings are applied when a user next logs in. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-user-account-access-settings-sw2264.htm 3/4 7/23/24, 5:59 PM Define what users can access and do in the SolarWinds Platform The user account also controls the default menu bars and views, and how much of your network they can access through the SolarWinds Platform Web Console. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-user-account-access-settings-sw2264.htm 4/4 7/23/24, 6:00 PM How custom views/classic dashboards work in the SolarWinds Platform Search SolarWinds Platform Documentation  How custom views/classic dashboards work in the SolarWinds Platform This topic applies to all SolarWinds Platform products. SolarWinds Platform Web Console dashboards, or views, are configurable pages of network information that can include maps, charts, summary lists, reports, events, and links to other resources. Summary views provide data about multiple objects. Detail views provide more information for a specific object. For example, the default Summary view displays an overview of all monitored nodes. Clicking on a node in the Summary view opens the Node Details page for that node, where you can see all of the statistics monitored for that device. To customize views, or dashboards, the user must have the following privileges set to Yes: Manage Dashboards to create, customize, and delete dashboards owned by the logged-in user. Manage Views to also manage classic dashboards. Allow Administrator Rights to create, customize, and delete both private and public dashboards. How to customize views/classic dashboards Plan what should be on the view Create an empty view Add widgets to the view Divide information into subviews Limit objects on a view Optimize views for TV screens or mobile devices Use a view as a template Specify views for device Customize the Custom Summary view Add external website views Delete views Widget configuration examples https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-customizing-views-sw1376.htm 1/4 7/23/24, 6:00 PM How custom views/classic dashboards work in the SolarWinds Platform © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-customizing-views-sw1376.htm 2/4 7/23/24, 6:00 PM How custom views/classic dashboards work in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-customizing-views-sw1376.htm 3/4 7/23/24, 6:00 PM How custom views/classic dashboards work in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-customizing-views-sw1376.htm 4/4 7/23/24, 6:00 PM Customize modern dashboards Search SolarWinds Platform Documentation  Customize modern dashboards This topic applies to all SolarWinds Platform products. See this video: A Step-by-Step Guide to Building Modern Dashboards on the Orion Platform ‚ SolarWinds Lab #93. | Read the THWACK Post These dashboards improve website performance. You can customize the position of widgets on them and resize the widgets as required. Data on these dashboards is updated automatically; you don't have to refresh the page in your browser. You need Administrator Rights or Manage Dashboard rights to customize modern dashboards. Modern dashboards are not compatible with Internet Explorer 11. SolarWinds recommends using another supported browser (Chrome, Firefox, or Microsoft Edge), or working with classic dashboards. Create a dashboard Add widgets and specify the widget type Set visibility for the dashboard (private or public) Set owner Add the modern dashboard to My Dashboards Troubleshooting Known issues Create a dashboard 1. Click Settings > Manage Dashboards/Views. 2. Click Add modern dashboard. Creating dashboards from scratch might take some time. If you have a similar dashboard already defined, select it and click Duplicate. Provide a new name and adjust widgets. If you clone the base dashboards like this, all widgets are linked to their base widget and reflect any change made to the original widget. See Clone and duplicate modern dashboards. 3. Provide a name and click Create. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 1/6 7/23/24, 6:00 PM Customize modern dashboards To start adding widgets, select the Immediately open this dashboard box. The Edit dashboard page opens automatically and you can start adding widgets. If you click Create and don't have the box selected, an empty dashboard is created and added to the dashboards list on the Manage Dashboards view. By default, the new dashboard is private - it is visible only to you and to administrators. See Set visibility to make the dashboard available to other users. Add widgets and specify the widget type If not already on the Edit Dashboards page, go to your modern dashboard and click the pencil icon in the top right corner to enter the edit mode. 1. To add a new widget, drag the widget placeholder button by the handle and position it on the dashboard. You can place the widget anywhere and resize it horizontally and vertically. If you click Done editing in the top right corner now, an empty widget is added. 2. Click Finish configuring to configure the widget. A panel opens on the right. 3. In Source dashboard, select Empty widgets, select one of the options, and click the Customize button at the bottom of the panel. If you click Create widget, an empty widget of the selected type is added to your dashboard. You can finish the configuration later. See Clone and duplicate modern dashboards to learn how to copy widgets that change together with the base widget and how to make them stand-alone. To configure your widget, follow instructions for the widget type: KPI widget Proportional widget Table widget Timeseries widget https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 2/6 7/23/24, 6:00 PM Customize modern dashboards Set visibility for the dashboard (private or public) By default, a dashboard is only visible for the user who created it and to administrators. Without administrator rights, you can edit only the dashboards you created or dashboards you are the "owner" of. If your user has administrator rights, you can: Edit dashboards of other users (add, edit, or remove widgets, configure widgets,..) Set visibility for dashboards - make private dashboards public and vice versa. Change ownership for a dashboard. If you set a user to be the owner of a dashboard, the user can see and edit the dashboard. To set visibility: 1. Click Settings > Manage Dashboards/Views. 2. Select the dashboard and click Set visibility. a. Select public to make the dashboard visible to all users. b. Select private to make the dashboard visible only to the owner and to administrators. 3. Click Save. The dashboard is now visible to users according to your settings. Set owner If you want another user without administrator privileges to see or edit your dashboard, set the user as the dashboard’s owner. 1. Click Settings > Manage Dashboards/Views. 2. Select the dashboard and click Set owner. 3. Select the user and click Save. The user can now see the dashboard, add, edit, or remove widgets on the dashboard. Add the modern dashboard to My Dashboards To make a dashboard available for users without administrator privileges, you need to add the dashboard to My Dashboards mega menu. Accessing the dashboard from the menu might also be faster and more convenient. 1. Click Settings > Manage Dashboards/Views. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 3/6 7/23/24, 6:00 PM Customize modern dashboards 2. Select the dashboard and click Copy Link to Dashboard. 3. Go to Settings > All Settings, and click Customize Menu Bars in the Customize Navigation & Look section. 4. Click Edit for the Menu Bar you want to add the new dashboard to. To add the new dashboard to My Dashboards > Home menu, click edit for Menu Bar: Default 5. Now on the Edit Default Menu Bar screen, scroll down and click Add. 6. On the New Custom Menu Item popup, provide the name and description for the new dashboard. 7. Paste the link to the dashboard from the Clipboard to the URL field. The new dashboard is added into the list of Available items. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 4/6 7/23/24, 6:00 PM Customize modern dashboards 8. Drag the new dashboard to Selected items, between items where the menu link should appear, and click Submit. The new dashboard now appears in the menu. Troubleshooting How do I rename my modern dashboard? You cannot rename modern dashboards at the moment. To work around the issue: 1. Duplicate the widget: On Manage Dashboards, select the dashboard and click Duplicate. 2. Provide the new name. 3. Delete the original dashboard: Select it and click Delete. My dashboard disappeared after I changed its visibility If you change the visibility of a modern dashboard, you might need to refresh the Manage Dashboards page repeatedly to display the dashboard. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 5/6 7/23/24, 6:00 PM Customize modern dashboards Known issues Different dashboard totals in Manage Dashboards filter If you add the numbers in different filters on Manage Dashboards page, the result might not match. This is due to different ways the SolarWinds Platform evaluates properties for individual filters. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-fusion-dashboards.htm 6/6 7/23/24, 6:01 PM Create users in the SolarWinds Platform Search SolarWinds Platform Documentation  Create users in the SolarWinds Platform This topic applies to all SolarWinds Platform products. See this video: Adding a New User Account. Before you begin, consider what tasks the user must perform, what views and menu bars are most suitable, and what type of account to use. Supported account types: SolarWinds Platform individual account Windows individual or group account (you can use Active Directory or local domain accounts) SAML individual or group account (see Authenticate SolarWinds Platform users with SAML v2 ) Users created using default settings can log in to the SolarWinds Platform Web Console and see information available in views, resources, and reports. For administration and customization tasks, users need extra rights. Create SolarWinds Platform individual accounts 1. Log in to the SolarWinds Platform Web Console, and click Settings > All Settings. 2. Click Manage Accounts in the User Accounts grouping, and click Add New Account on the Individual Accounts tab. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-new-accounts-sw1310.htm 1/4 7/23/24, 6:01 PM Create users in the SolarWinds Platform 3. Select SolarWinds Platform individual account, and click Next. 4. Type a user name and the account credentials, and click Next. Recommendations for strong passwords Use eight or more characters. Combine lowercase, uppercase, numeric, and special characters. Don't use dictionary words or substitute numbers for letters. 5. On Define Settings, provide rights so that the user can perform assigned tasks, select default views and menu bars, and then click Submit. The user account is listed in the Individual Accounts tab. See Define what users can access and do in the SolarWinds Platform for information about assigning rights to users. Create users based on existing Active Directory or local domain accounts Users can use their existing Active Directory credentials to log in to the SolarWinds Platform Web Console, so you do not need to manage an extra user account. Requirements You must enable Windows Account Login in the SolarWinds Platform Web Console. a. Click Settings > All Settings, and in Product Specific Settings, click Web Console Settings. b. In Windows Account Login, select Enable automatic login, and click Submit. To maintain administrative privileges, individual and group Windows user accounts must be defined in the same domain as the SolarWinds server they can access. Only Security AD groups are supported. Distribution Groups are not supported. Create a Windows AD account for the SolarWinds Platform 1. Log in to SolarWinds Platform Web Console, and click Settings > All Settings. 2. Click Manage Accounts in the User Accounts grouping, and click Add New Account. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-new-accounts-sw1310.htm 2/4 7/23/24, 6:01 PM Create users in the SolarWinds Platform 3. Select Windows individual account or Windows group account, and click Next. 4. Provide the credentials for an account with administrative access to the Active Directory or local domain, and click Next. 5. If a system account is available, you can use it. Select Use [Account Name] account to access Active Directory or Local Domain, and click Test Active Directory. You may need to specify the credentials manually. This option is not available when LDAP is enabled. You must specify credentials manually. 6. To specify the credentials manually, select Specify credentials to access the Active Directory or Local Domain, and provide the credentials. 7. Search for the Active Directory or local domain account. To search for all users or groups in the domain, enter domain name\ and click Search. If you are using LDAP, enter NetBIOS domain name\ and click Search. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-new-accounts-sw1310.htm 3/4 7/23/24, 6:01 PM Create users in the SolarWinds Platform 8. Select the appropriate users in the Add Users area, and click Next. 9. On Define Settings, provide rights so that the user can perform assigned tasks, select default views and menu bars, and then click Submit. Users can now log in to the SolarWinds Platform Web Console using their local domain or Active Directory credentials. If you use Active Directory, users can also automatically login with their Windows credentials. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-new-accounts-sw1310.htm 4/4 7/23/24, 6:01 PM Limit users to specific network areas in the SolarWinds Platform Search SolarWinds Platform Documentation  Limit users to specific network areas in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — ETS — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SCM — SRM — UDT — VMAN — VNQM Account limitations ensure that SolarWinds Platform Web Console users only view the network objects that are relevant to their job duties. You can use account limitations in the following ways: Limit customer views to specific network nodes Limit views by department or functional area Limit views by device type or device role Limit views based on the geographic location of devices Predefined account limitations use built-in SolarWinds Platform properties to limit user access. For greater flexibility, you can create your own account limitations in the Account Limitation Builder, based on custom properties. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-account-limitations-sw809.htm 1/3 7/23/24, 6:01 PM Limit users to specific network areas in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-account-limitations-sw809.htm 2/3 7/23/24, 6:01 PM Limit users to specific network areas in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-account-limitations-sw809.htm 3/3 7/23/24, 6:01 PM Create limitations based on custom properties in the SolarWinds Platform Search SolarWinds Platform Documentation  Create limitations based on custom properties in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — ETS — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SCM — SRM — UDT — VMAN — VNQM You can define the part of a monitored network that users can access based on custom properties, and create custom limitations. Custom limitations are added to the list of available limitation types that you can apply on individual user accounts. After you create the limitation, you must edit accounts to use the limitation, and then select how the account is restricted. Before you start, plan how you want to limit the user access, and create custom properties. 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage account limitations. On Orion Platform 2020.2.5 and earlier, the web-based Account limitation builder is not available, you need to upgrade to Orion Platform 2020.2.6 or use the deprecated stand-alone version. You can also access the Manage account limitations view from the Manage custom properties view. 3. Click Add. 4. Type a name for the limitation. 5. Select a Custom Property. The fields are populated automatically based on your selection. 6. Type a description to know what that the limitation is for or who requested it (optional). 7. Choose a Selection Method. This is the selection format that will appear when you are choosing values for the account limitation in the SolarWinds Platform Web Console. Checkboxes: Select one or more values from a list of options. Pattern matching: Use text strings and wildcards to specify the limitation. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-an-account-limitation-sw1268.htm 1/3 7/23/24, 6:01 PM Create limitations based on custom properties in the SolarWinds Platform Pattern matching is the most powerful selection, but it is also prone to errors when restricting access and impacts performance. Single selection: Select a single value from a list of options. 8. Click Add. Your account limitation is added to the table on Manage account limitations. You may now apply the limitation on user accounts to restrict user access to monitored objects in the SolarWinds Platform Web Console. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-an-account-limitation-sw1268.htm 2/3 7/23/24, 6:01 PM Create limitations based on custom properties in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-an-account-limitation-sw1268.htm 3/3 7/23/24, 6:02 PM Enable SolarWinds Platform users to authenticate through LDAP Search SolarWinds Platform Documentation  Enable SolarWinds Platform users to authenticate through LDAP This topic applies to all SolarWinds Platform products. You can choose to have all of your AD users authenticate through LDAP. The SolarWinds Platform server does not need to be added to the Windows domain with this authentication method. All authentication requests will use the domain you save, even if the SolarWinds Platform server is part of a different domain. We do not support Anonymous authentication through LDAP. 1. Log in to the SolarWinds Platform Web Console as an administrator. 2. Click Settings > All Settings in the menu bar. 3. Click Advanced AD Settings in the User Accounts grouping. 4. Toggle Authenticate Active Directory Users via LDAP. 5. Enter your LDAP server information and select the authentication method that matches what is used in LDAP. Click Discover DN to fill in the distinguished name (DN) of the AD domain automatically. If the DN field does not populate, verify that the Directory Server Address is correct. Windows individual accounts now use LDAP. If you created SolarWinds Platform Web Console accounts that use Active Directory or local accounts and those accounts cannot authenticate through LDAP, those accounts cannot login. If you disable this selection, Windows users or group members created while it was enabled cannot login. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-enable-ldap-authentication.htm 1/3 7/23/24, 6:02 PM Enable SolarWinds Platform users to authenticate through LDAP https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-enable-ldap-authentication.htm 2/3 7/23/24, 6:02 PM Enable SolarWinds Platform users to authenticate through LDAP https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-enable-ldap-authentication.htm 3/3 7/23/24, 6:02 PM Restrict user access to network areas by applying limitations in the SolarWinds Platform Search SolarWinds Platform Documentation  Restrict user access to network areas by applying limitations in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — ETS — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SCM — SRM — UDT — VMAN — VNQM Account limitations restrict user access to specific network areas or withhold certain types of information from designated users. To limit user access, apply a limitation on the user account, and specify the network area the user can access. Depending on the limitation, you can use logical operators and wildcards. Pattern limitations can have a negative impact on performance and are error prone. If the default limitations are not enough, you can create limitations based on custom properties, and apply them on user accounts. Group limitations are not applied until after the group availability is calculated. Because SolarWinds NetFlow Traffic Analyzer (NTA) initially caches account limitations, it may take up to a minute for account limitations to take effect in SolarWinds NTA. 1. Log in to the SolarWinds Platform Web Console as an administrator. 2. Click Settings > All Settings in the menu bar. 3. In the User Accounts grouping, click Manage Accounts. 4. Edit an individual or group account. a. Click Add Limitation in the Account Limitations section. b. Select the type of limitation to apply, and click Continue. c. Define the limitation, and click Submit. The limitation will be added to the Edit Account page. 5. Click Submit. When the user logs back in, the account respects the limitations applied to it. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-setting-account-limitations-sw2027.htm 1/3 7/23/24, 6:02 PM Restrict user access to network areas by applying limitations in the SolarWinds Platform © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-setting-account-limitations-sw2027.htm 2/3 7/23/24, 6:02 PM Restrict user access to network areas by applying limitations in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-setting-account-limitations-sw2027.htm 3/3 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform Search SolarWinds Platform Documentation  Create a custom property in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — EOC — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SRM — UDT — VMAN — VNQM Custom properties help you add custom labels to monitored objects, group objects based on the property or alert on objects with a certain value for the property. Custom property management updates Create custom properties in the modern Manage custom properties view Assign custom property values to entities Use filters to show relevant entities Specify values for the selected entities and new custom properties Specify values for the selected entities and existing custom properties Create custom properties in the legacy Manage Custom Properties view Custom property management updates Orion Platform 2020.2.6 introduces a modern UI for managing custom properties. You can switch to the legacy view. In the modern Manage custom properties view, you can go directly to the Manage account limitations view to create account limitations based on custom properties. 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Custom Properties. 3. On Manage custom properties, click... in the right-hand part of the button bar, and select Manage account limitations. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 1/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform Create custom properties in the modern Manage custom properties view Depending on the selected object/entity type, some options are not available. 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Custom Properties. 3. Click Add. 4. In the Templates section on the left, select an Entity Type. The default selection is Nodes. 5. Configure the custom property details: Custom property names should not contain restricted characters or reserved words. See List of reserved words in custom properties for details. Frequently used custom properties are available as templates. Select a template in the Templates list, and adjust the settings, if necessary. Templates ensure that naming conventions are met when necessary for certain workflows, such as drawing lines signifying a certain value in resources. If there is not a suitable template, keep the default Custom setting, and provide the custom property details. Type the Property name (required) and description. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 2/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform Select the property format (text, date, integer, floating point number, or yes-no). The default string length is limited to 400 characters. To change the limit, click Edit, and provide the maximum number of characters. Select Value must be specified to make the custom property obligatory. To provide a drop-down list with values, select the Create a drop-down box, and add values. Select how the property will be used. 6. Save the custom property. a. Click Save to only save the property definition. The property will not be used for any entities. b. Click Save and assign values to go to the Assign values pages and to select nodes to add this property to and to assign values for the nodes. Assign custom property values to entities On Assign values, define custom property values for individual entities. If you have just created a custom property and have clicked Save and assign values, the Assign values page opens automatically. It includes a table with entities and the new custom property is displayed in the column, next to entities in the table. You can type values for nodes directly, or select multiple nodes and click Edit value(s). https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 3/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform Use filters to show relevant entities You can use filters in the left part of the view to only display entities you need to define the custom property for. 1. To add/remove filters, click the three dots in Filters, select Add filter and select properties to filter by. The properties selected for filtering are also added to the table as columns. 2. Expand filters and select property values to filter the entities by. The table will only show entities that correspond with the selected filters. Specify values for the selected entities and new custom properties Now that you have entities in the table and properties you want to define as columns, you can define values. To enter the custom property value for an entity, click into the column, into the row for the entity, and specify the value. To enter property values for multiple entities, select the entities and click Edit value(s). In the popup, select the custom property, specify value to be added to the selected entities, and click Save Changes. The custom property value will be defined for the selected entities. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 4/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform Specify values for the selected entities and existing custom properties 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Custom Properties. 3. On Manage custom properties, select one or more properties to assign values to and click Assign values. The Assign value page opens where you select entities and define the values for entities. Create custom properties in the legacy Manage Custom Properties view 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Custom Properties. 3. Click Add Custom Property. 4. Select the object type for the property, and click Next. The available object types depend on the SolarWinds Platform products installed. All installations allow you to create Node and Volume custom properties. With VMAN, NPM, and SAM, you can also create custom properties using object types such as virtual machines, virtual hosts, and virtual datastores. 5. Define the custom property, and click Next. Frequently used custom properties are available as templates. Select a template, and adjust the settings if necessary. Templates ensure that naming conventions are met when necessary for certain workflows, such as drawing lines signifying a certain value in resources. a. Edit the Property Name and Description fields. Property names are not case-sensitive, and must be unique for each object type. For example, you can have separate Comment properties for Nodes, Volumes, and other object types. Custom property names do not support words reserved for the use by the system, you can find these in the List of reserved words in Custom Property names article. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 5/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform b. Select the Format for the property. We recommend that you limit the string length for text properties. The string length can affect SQL performance, especially when custom properties are used in limitations. The shorter the string length, the faster the queries. To limit the string length, click Edit, and provide the maximum number of characters. c. Create a drop-down menu with specific values for the property by selecting Restrict values, and adding the values. Restricting values helps to maintain the consistency of values for individual custom properties. d. If you want to limit how the custom property for nodes should be used, clear boxes in the Usage section. When you select a Usage option, you cannot clear the option after you submit the custom property. This prevents you for example from disabling a custom property for reports in case it is already used in a report. Alerts: the custom property is offered only in alerts. Filtering: the custom property is offered when adding Filter Properties in AppStack Environment. Grouping: the custom property is offered in Group by drop-down lists. Reports: the custom property is offered when designing the layout for web-based reports. Object Details Views: the custom property appears in the Custom Properties [for Nodes] resource in the SolarWinds Platform Web Console. Asset Inventory: selected only if you have SAM installed on the server. The custom property appears in the Custom Asset Information resource. 6. Select objects for which you want to define the custom property. a. Click Select , and locate, and select the objects in the Available pane. b. Click Add, and then click Select. 7. Enter or select a default value for the property. Custom property names should not contain restricted characters or reserved words. See List of reserved words in custom properties for details. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 6/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform To add a value for properties with restricted values, select Add New Value from the drop- down menu, and enter the new value. 8. To apply the selected property to a different group of objects, click Add More, select the objects, and click Submit. You have created a custom property and provided its value for the selected objects. Now, you can specify the property value in the object properties. For example, for node properties, click Settings > Manage Nodes, select the object, and click Edit Properties. You can now use the custom property for sorting objects of the type in Group By lists. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 7/8 7/23/24, 6:02 PM Create a custom property in the SolarWinds Platform © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-a-custom-property-sw1289.htm 8/8 7/23/24, 6:03 PM Import custom property values in the SolarWinds Platform Search SolarWinds Platform Documentation  Import custom property values in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — EOC — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SRM — UDT — VMAN — VNQM If you have a spreadsheet listing custom property values, such as asset tags of all your network nodes, you can make this information available for reporting and publication in the SolarWinds Platform Web Console. Things to consider before the import The import will overwrite existing custom properties. Your data must be formatted as a table. At least one column title should match an existing object property, such as IP Address. The import supports the following formats:.csv,.txt,.xls or.xlsx. If your.xls or.xlsx file has multiple worksheets, only the first worksheet will be imported. Custom property values in the import file must not contain special characters, such as commas, fullstops, or inverted commas. If they do, remove the special characters from the values, and re-add them after the import. Import steps 1. Log in to the SolarWinds Platform Web Console as an administrator. 2. Click Settings > All Settings in the menu bar. 3. In the Node & Group Management grouping, click Manage Custom Properties. 4. Click Import. 5. On Select File, browse to the custom property data file, and click Open. 6. Select the object type you want in the Import Values For drop-down. 7. Specify whether you want to import everything or only items that have changed, and click Next. To import everything and overwrite existing values in Orion Platform 2020.2.5 and earlier, clear the Remove unchanged rows box. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-importing-custom-property-data-sw1634.htm 1/3 7/23/24, 6:03 PM Import custom property values in the SolarWinds Platform To import everything and overwrite existing values in Orion Platform 2020.2.6, switch the Update existing custom property values slider to off. To overwrite only values that changed on 2020.2.5 and earlier, keep the Remove unchanged rows box selected. To overwrite only edited values on 2020.2.6, keep the Update existing custom property values slider on. This option expects that you had exported custom properties and edited some values in the exported file. Selecting the box means that before importing the file, the SolarWinds Platform will identify the changed rows and will only import the updates. 8. On Match Columns, select a SolarWinds Platform database Column for each detected column, and select the Relationship between the columns. Select Matches to indicate columns in the spreadsheet that correspond to existing columns in the SolarWinds Platform database, such as IP Address or MAC address. Select Imports To to import the data in the spreadsheet column to the selected SolarWinds Platform database column. This option overwrites any existing data in the corresponding custom properties. Select Imports To, and select for any spreadsheet column you do not want to import. In Orion Platform 2020.2.5 and earlier, you can click Create This Custom Property Now to open the Add Custom Property view in a new browser tab if you need to create a custom property for this spreadsheet column. In Orion Platform 2020.2.6, use the Validate columns button to make sure that the columns are assigned correctly. 9. Click Import. When you view the values of the object type, the values of the custom property you selected are populated. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-importing-custom-property-data-sw1634.htm 2/3 7/23/24, 6:03 PM Import custom property values in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-importing-custom-property-data-sw1634.htm 3/3 7/23/24, 6:03 PM Remove a custom property in the SolarWinds Platform Search SolarWinds Platform Documentation  Remove a custom property in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — EOC — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SRM — UDT — VMAN — VNQM If the custom property is used in reports or alerts, remove it from the definition of all alerts and reports before you remove it from the SolarWinds Platform Web Console. Reports defined using removed custom properties do not work, and alerts stop triggering. 1. Log in to the SolarWinds Platform Web Console as an administrator. 2. Click Settings > All Settings in the menu bar. 3. In the Node & Group Management grouping, click Manage Custom Properties. 4. Select properties you want to remove, and click Delete. 5. Confirm your action when prompted. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-removing-custom-properties-sw1880.htm 1/3 7/23/24, 6:03 PM Remove a custom property in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-removing-custom-properties-sw1880.htm 2/3 7/23/24, 6:03 PM Remove a custom property in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-removing-custom-properties-sw1880.htm 3/3 7/23/24, 6:04 PM Custom properties in the SolarWinds Platform Search SolarWinds Platform Documentation  Custom properties in the SolarWinds Platform This SolarWinds Platform topic applies only to the following products: Hybrid Cloud Observability Essentials — Hybrid Cloud Observability Advanced DPAIM — EOC — IPAM — LA — NAM — NCM — NPM — NTA — SAM — SRM — UDT — VMAN — VNQM Every object you monitor includes a list of default properties used to describe the devices, such as IP address, host name, or MAC address. You can also create custom properties and use them to create special alerts, reports, views, and groups. Custom properties are user-defined fields, such as country, building, asset tag, or serial number, that you can associate with monitored network objects. Custom properties must use the Latin1 character set. Custom property names should not contain restricted characters or reserved words. See List of reserved words in custom properties for details. Custom property uses include: Add information to nodes, such as contact, owner, or support contract. Add a custom property that is used as an account limitation on nodes. Add a custom property to nodes for grouping on the web or in a report. Add a custom property and display it as an annotation on a chart. A collection of the most commonly used properties is available out-of-the-box, but you can create custom properties to meet your precise requirements. When a custom property is defined, you can import values for the property from a text- or comma- delimited file. To apply a property to only a few objects, go to the Edit view in the SolarWinds Platform Web Console. You may also create external records by exporting custom properties from selected objects as a spreadsheet. When you create, edit or remove a custom property, an event is logged. These events are audited, and you can display them in Audit Events resources. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-custom-properties-sw1391.htm 1/3 7/23/24, 6:04 PM Custom properties in the SolarWinds Platform Learn more Create a custom property in the SolarWinds Platform Remove a custom property in the SolarWinds Platform Import custom property values in the SolarWinds Platform Export custom property data in the SolarWinds Platform Change custom properties in SolarWinds Platform Filter objects when assigning custom properties in the SolarWinds Platform Draw horizontal lines in SolarWinds Platform widgets Create a custom location property in the SolarWinds Platform © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-custom-properties-sw1391.htm 2/3 7/23/24, 6:04 PM Custom properties in the SolarWinds Platform https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-custom-properties-sw1391.htm 3/3 7/23/24, 6:04 PM How to Create Groups Using Dynamic Queries - Video (https://support.solarwinds.com/) SolarWinds uses cookies on our websites to facilitate and improve your online experience. By continuing to use our website, you consent to our use of cookies. For further details on cookies, please see our cookies policy (https://www.solarwinds.com/cookies). Hide this Message Select your Preferred Language from the below list English (US) APPLICATIONS & SYSTEMS (/SUCCESSCENTER/S/TOPIC/0TO2J000… How to Create Groups Using Dynamic Queries - Video This video walks you through creating groups using dynamic queries in the Orion Platform. Apr 27, 2020 Success Center FIRST PUBLISHED DATE 7/11/2019 4:14 PM LAST PUBLISHED DATE 4/27/2020 7:55 AM OVERVIEW https://support.solarwinds.com/SuccessCenter/s/article/How-to-Create-Groups-Using-Dynamic-Queries-Video?language=en_US 1/4 7/23/24, 6:04 PM How to Create Groups Using Dynamic Queries - Video 1:25 Learn how to create groups using dynamic queries in the Orion® Platform. ENVIRONMENT NPM 2022.3;NPM 2022.4;NPM 2023.1;NPM 2023.2;NPM 2023.3;NPM 2023.4;NPM 2024.1 CAUSE RESOLUTION Disclaimer: Please note, any content posted herein is provided as a suggestion or recommendation to you for your internal use. This is not part of the SolarWinds software or documentation that you purchased from SolarWinds, and the information set forth herein may come from third parties. Your organization should internally review and assess to what extent, if any, such custom scripts or recommendations will be incorporated into your environment. You elect to use third-party content at your own risk, and you will be solely responsible for the incorporation of the same if any. Did you know? Solarwinds offers fully functional free trials of all of our products, from network and systems management to IT Security and Database Monitoring https://support.solarwinds.com/SuccessCenter/s/article/How-to-Create-Groups-Using-Dynamic-Queries-Video?language=en_US 2/4 7/23/24, 6:04 PM How to Create Groups Using Dynamic Queries - Video FREE TRIALS AND DOWNLOADS (HTTPS://WWW.SOLARWINDS.COM/DOWNLOADS? LEC-DFT-CSC-SW_WW_X_PP_X_LD_EN_CSCDYK_X-ORIO- 20200600_ARTICLE_X_X_VIDNO_X-X) Related Articles No related articles yet Articles are related if tend to be read by the same people We'd like to hear from you. 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All rights reserved. https://support.solarwinds.com/SuccessCenter/s/article/How-to-Create-Groups-Using-Dynamic-Queries-Video?language=en_US 4/4 7/23/24, 6:04 PM Set the group status based on the status of the group members Search SolarWinds Platform Documentation  Set the group status based on the status of the group members This topic applies to all SolarWinds Platform products. The status of a group is determined by the status of the group members. See Status rollup mode in the SolarWinds Platform to find out how group status works. See Calculate node status for more details on node status. Group status options Show Best Status is useful for displaying groups that are defined as collections of redundant or backup devices. The following table indicates how the Show Best Status option operates: Object States Group Status (Up, Warning, Down) (Up) (Warning, Up) (Up) (Warning, Down, Unknown) (Warning) Mixed Status shows Warning ensures that the status of a group displays the worst warning- type state in the group. If there are no warning-type states, but the group contains a mix of up and down states, then a Mixed Availability ( ) warning status is displayed for the whole group. The following table indicates how the Mixed Status shows Warning option operates: Object States Group Status (Critical, Down) (Critical) (Critical, Warning, Up) (Critical) (Up, Down) (Mixed Availability) Show Worst Status ensures that the worst status in a group of objects is displayed for the whole group. The following table indicates how the Show Worst Status option operates: https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-the-display-of-group-status-sw1691.htm 1/3 7/23/24, 6:04 PM Set the group status based on the status of the group members Object States Group Status (Up, Warning, Down) (Down) (Warning, Up) (Warning) (Warning, Down, Unknown) (Down) Set up group status 1. In the SolarWinds Platform Web Console, click Settings > All Settings, and click Manage Groups. 2. Select the group to set status for and click Edit Properties. 3. Expand the Advanced drop-down, and select a Status Rollup Mode option. 4. Click Submit. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-the-display-of-group-status-sw1691.htm 2/3 7/23/24, 6:04 PM Set the group status based on the status of the group members https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-the-display-of-group-status-sw1691.htm 3/3 7/23/24, 6:05 PM Create groups Search SolarWinds Platform Documentation  Create groups This topic applies to all SolarWinds Platform products. Select objects you want the group to contain, or specify group members using a dynamic query based on shared properties. Objects added through dynamic queries are automatically added or removed from the group. 1. Click Settings > All Settings in the menu bar. 2. In the Node & Group Management grouping, click Manage Groups. 3. Click Add New Group. 4. Click Advanced to set the Status Rollup Mode, how often objects refresh in the group, or any custom properties. To create custom properties, click Manage Custom Properties in a new tab. See Custom properties in the SolarWinds Platform. 5. Manually or automatically select objects for this group. Select the check box next to the object to select object manually. Automatically select group members based on shared properties by clicking Add Dynamic Query and creating conditions. Click Preview to verify that the dynamic query is selecting the intended objects. 6. Click Create Group. The new group is listed on the Manage Groups page and can be used in other parts of the product, including alerts and dependencies. © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-groups-sw2591.htm 1/3 7/23/24, 6:05 PM Create groups https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-groups-sw2591.htm 2/3 7/23/24, 6:05 PM Create groups https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-creating-groups-sw2591.htm 3/3 7/23/24, 6:05 PM Group monitored objects Search SolarWinds Platform Documentation  Group monitored objects This topic applies to all SolarWinds Platform products. A group is a collection of monitored objects, such as a group of nodes from the same location, or group of all nodes owned by a department. You can include groups in other groups. For example, you can group all nodes managed by DevOps that are mission critical and then add that group to a more inclusive list of mission critical objects. Nesting a group within another does not create a strict parent/child relationship. You can include any group as a member in any number of other groups. Create groups Edit group properties or change the group members Delete groups Set the group status based on the status of the group members © 2003-2021 SolarWinds Worldwide, LLC. All rights reserved. https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-groups-sw2603.htm 1/3 7/23/24, 6:05 PM Group monitored objects https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-groups-sw2603.htm 2/3 7/23/24, 6:05 PM Group monitored objects https://documentation.solarwinds.com/en/success_center/orionplatform/content/core-managing-groups-sw2603.htm 3/3