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When a record type from the Services is selected, a list of records for that type are displayed. Next to the list, an empty record Details for a new record of that type displays.

For example:

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Record Details

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The following formatting applies to fields for all record types:

  • Fields with names followed by an asterisk ( * ) are required.
  • Fields with dotted underline are read-only.
  • Other fields are editable. They may accept any value or only values selected from a drop-down list.
  • Some fields provide a drop-down list of values, which are the only selections available for that field.
  • Some fields contain a default value.
  • Some fields provide hints that describe the value to be entered/selected for that field.

Record Details Tabs

The record Details for every record contains one or more tabs, including the default <record type> tab, that provides detailed information about the record.

For example, Details for Rules provide four tabs in addition to the <record type> tab. The currently selected tab displays with blue underlineis highlighted white. All other tabs display without underlinegrey.

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Each tab displays a list of records or configuration parameters that have been user-defined to be associated with the record. For example, the Post-Tasks tab for a rule would list any UDMG task that is configured for this rule.

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Tabs are color-coded:

  • Current tab displays with a blue underlineis highlighted white.
  • Tabs that contain records or non-default configuration display a green icon.
  • Tabs that do not contain records or any specific configuration display a gray icon.
  • Tabs that are disabled have a greyed-out label.

For example, this Server record Details shows that the Rules tab has one (1) or more records, the Accounts Business Services tab has no one (1) or more records, the Configuration Accounts tab has the default parametersno records, and the Certificates tab is disabled because it is not available for this protocol:

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Performing Actions on a Record

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Step 1

Open the record that you want to update.

Step 2

Make any desired updates to the record and click the Update button.

Step 3On the Confirmation pop-up that displays, click Confirm.

Also, do Do not use the Update button to copy a record; the Update button overwrites the existing record.

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