My Organization Pane

The Information Grid is ControlUp’s primary source of information. As such, it is worth spending a few minutes configuring the Information Grid display to your needs.

Selecting Displayed Columns

In order to add or remove columns, click on the “Columns” button on the Ribbon Bar. After selecting the desired columns, you can drag and drop the column headers to arrange the data in a way that best suits your needs.

Note: In the Computers View, the displayed columns are grouped into presets. Whenever you add or remove a column, you are affecting the currently active preset. For more information on column presets please refer to the Column Presets section below.

Column Presets

The Computers View includes more than 70 information columns displaying various system data, performance counters, statuses and other important information. Many of these columns are generic and applicable to any type of computer (e.g. CPU utilization or Disk Free Space). However, many of the columns supported by ControlUp are specialized, and are only useful if the displayed computers are running a certain software package.

Column presets allow you to configure which columns will be displayed for every type of resource you are monitoring. Every folder in the organization can be configured with a column preset which will determine which columns will be displayed when computers in this folder are the only ones displayed in the Computers View. There are two ways to achieve this result:

  1. By focusing on a folder (right-click > Focus in the organization tree). This operation filters all of ControlUp’s records (Sessions, Processes, Accounts and Executables) to include only those resources that reside in the folder on which you have focused.
  2. By drilling into a folder (double-click on a folder record in the Folders View). This operation displays computers residing in the folder you double-clicked, but does not filter other ControlUp views (Sessions, Processes, Accounts and Executables)

While in the Computers View, you can change the current column preset by clicking on the Columns button menu:

 

This selection determines the currently displayed columns, but is not saved when you navigate to a different folder or view in ControlUp.

In order to configure a permanent preset for a folder, use the folder properties. When a new folder is created in ControlUp, it inherits the column preset from its parent folder. Unless otherwise specified, the Default preset is used on the root folder, and is inherited by any child folders you create. After creating a folder, you can right-click it and click Properties, and then select a suitable column preset from the drop-down list. You can also create a new column preset by clicking the “Manage Presets” button near the drop-down list.

 

 

To create a new preset, choose your selected columns and click on the “Save” button to configure a name for your new preset. From now on, you will be able to select this preset using the Columns drop-down menu or using any folder’s properties.

Column presets reside in your organization’s public configuration. This means that by changing a column preset you are affecting all other ControlUp users in your organization. However, also note that the order and size of displayed columns is still a private preference, so in case you and your colleagues would like to see different columns in the same preset, just add all the columns you need to the same preset and let every colleague arrange the columns so that only relevant ones are visible.

Sorting the Information Grid

The data in the Information Grid can be sorted by any displayed column. Click a column’s header to sort the Information Grid by that column. Click again to change the sorting order. The information grid can also be sorted by multiple columns. To do so, press and hold the Ctrl button while clicking the column headers.

Searching the Information Grid

You can search the Information Grid using the Search text box on the right side of the Navigation Bar. The Information Grid will be filtered automatically as you type your search term. It is important to understand that the Search text box looks for the search terms only in a single column, depending on your current view. For example, if you type “Steve” in the Search box while in the Sessions view, the Information Grid will display only those sessions where the “User” field contains “Steve” as a substring.

Multiple search terms can be entered, separated by “|” (pipe) which serves as a logical OR operator. For instance, when typed in the search text box in the Sessions View, “Steve|John|Mark” will filter the sessions table to include all sessions owned by users with either “Steve”, “John” or “Mark” in their names. (Read more here). When finished searching, click on the X button in the Search box to clear the filter. If not cleared manually, the Search box remembers the search terms for each of ControlUp’s views.

Column Grouping

In order to obtain an even more convenient display of your resources, you should try grouping the data in the Information Grid by different columns. To do so, turn on the “Enable Grouping” checkbox on the Display Settings menu of the Home Ribbon. Now you can drag any column to the grouping bar that appears between the Information Grid and the Navigation bar. This can be useful for distinguishing between servers from different vendors or separating active user sessions from disconnected ones. Grouping settings are discarded when you close the console.

Exporting Data from the Information Grid

ControlUp console allows you to export the data currently displayed in the Information Grid by clicking the Export button in the Ribbon Bar. The supported export format is XLS (Microsoft Excel). Your column settings and grouping configurations will be preserved in the exported document.

Scheduled Export

Using ControlUp, you can schedule a periodic automatic export of data from the information grid to a CSV file. To configure your automatic export settings, go to the Settings Window using the File Menu or the Settings ribbon and select “Export Schedule”. Configure your export settings by adding an export configuration and selecting the source view, time interval and destination to the target file. Please take into account the size of the views you are exporting when planning storage capacity for the export folder.

Note: The output files can be later used for report generation and historical analysis using ControlUp Reporter. If continuous reporting is sought, it is recommended that you create the scheduled export tasks on a ControlUp Monitor instance. This setup will eliminate the need to keep a ControlUp Console open at all times in order to produce the reports.

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