Common Settings Panel

Purpose

This document provides an overview of the Filter and View templates feature found in table in the Outpost24 Portal UI. 

Introduction

This document describes the Common Settings including filtering options, and settings to customize the view.

Filters allow for quick limitation of viewed data to relevant entries. By applying filters in multiple columns, it is possible to narrow down a large dataset to find a particular entry or to discover any abnormalities, missing data, or missing actions.

Example

When looking for a particular hostname (that includes a number in domain name) in Assets view, choose Hostname in the Type column and enter that number in the Name column to narrow down the search results. Additionally, a scanner ID can be submitted to ensure a direct search result.

Requirement

It is assumed that the reader has basic access to the OUTSCAN/HIAB account to access the Portal.

View Templates

Customize each view by adding or removing the columns and by applying filters. Each view has a Filter and View templates panel. To access it, click the Filter icon in the bar spanning along the left edge of the Main menu. This displays the Filter and View templates panel.

Inside the Filter and View templates panel, it is possible to add or remove columns, apply filters, save current view state and make it persist on your account.

To access the table view templates panel, click the View Templates tab.

The panel consists of three categories of templates:  Built-in in templates,  Grouped and Ungrouped user defined templates.  Click the template to apply it to the table.

You can create your own templates by pressing the button.

When using a template the activated template is displayed high lighted in the panel and in the bottom left of the footer of the table.

    

Creating View Template

To create a new view template:

1. Press the green Add button found in the lower right corner.
2. A Create new view dialog is displayed. Type a descriptive name of what the View Template represents, for example: Critical findings.
   
   

   

   
   
   
3. Optionally select a group the template shall be moved to.

4. Click the blue CREATE button to create the View Template.

   

   When creating a view template, none of the state of the table is being saved, only a default template created with inserted name. To save current state, follow guidelines for Saving view template

Saving View Template

To save the current state of the table, such as visible columns, their width, order, sorting, and applied filters:

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Save.

   

   Built-in view templates cannot be changed. The contextual menu is only displayed for user defined view templates.

When visiting any view for the first time or after a page refresh, none of the defined view templates will automatically apply. To apply preferred view template, follow guidelines for Applying view template

Applying View Template

To apply view template to the current table view:

1. Access View Templates in the table.
2. Click on View Template row.

Renaming View Template

To rename view template:

1. Click on Contextual menu.
   
   

   

   
   
   
2. Click Rename.
3. Change the Name in the dialog.
   
   

   

   
   
   
4. Click on the Rename button.
   
   

Built-in view templates cannot be renamed. The contextual menu is only displayed for user defined view templates.

Ungroup View Template

A View Template in an user defined group can be moved back to Ungrouped section.

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Ungroup.

3. A confirm dialog is shown.
   
   

   

   
   
   
4. Click on the Ungroup button.

Ungroup by Drag and Drop

There is also the alternative to ungroup the template by drag it to the Ungroup section by press and hold the drag handle to left. 

Built-in view templates cannot be ungrouped. The contextual menu and drag handle is only displayed for user defined view templates.

Move View Template

A View Template can be moved to a user defined group.

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Move.

3. Select group to move View Template to.
   
   

   

   
   
   
4. Click on the Move button.

Move by Drag and Drop

There is also the alternative to move the template by drag it to a group by press and hold the drag handle to left. 

Built-in view templates cannot be move. The contextual menu and drag handle is only displayed for user defined view templates.

Deleting View Template

To delete a View Template:

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Delete.

3. A confirm dialog is shown.
   
   

   

   
   
   
4. Click on the Delete button.

Built-in view templates cannot be deleted. The contextual menu is only displayed for user defined view templates.

View Template Groups

As default a user defined view template will be listed under Ungrouped. If having many view templates these can be structure in a tree of groups under Grouped. A group may contain other groups as well as view templates.

Creating a View Template Group

To create a new view template group:

1. Press the + Create new group link in the top of the panel.
2. A Create new view dialog is displayed. Type a descriptive name of what the View Template group represents.
   
   

   

   
   
   
3. Optionally select another group the template shall be moved to.

4. Click the blue CREATE button to create the group.

   

   The group will turn up above the + Create new group link. If Move to group has been selected the parent groups will be expanded so the created group will be visible. Max 4 levels of groups are supported.

Renaming View Template Group

To rename a view template group:

1. Click on Contextual menu.
   
   

   

   
   
   
2. Click Rename.
3. Change the Name in the dialog.
   
   

   

   
   
   
4. Click on the Rename button.
   
   

Built-in and Ungrouped view templates group cannot be renamed. The contextual menu is only displayed for user defined groups.

Move View Template Group

A View Template group can be moved to another group.

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Move.

3. Select group to move to.
   
   

   

   
   
   
4. Click on the Move button.

Move by Drag and Drop

There is also the alternative to move the group by drag it to another group by press and hold the drag handle to left. 

Built-in and Ungrouped view templates group cannot be move. The contextual menu and drag handle is only displayed for user defined view templates. You can not move a parent group to a child group.

Deleting View Template Group

To delete a View Template group:

1. Click on Contextual menu.
   
   

   

   
   
   

2. Click Delete.

3. A confirm dialog is shown.
   
   

   

   
   
   
4. Click on the red Delete button.

Built-in view templates cannot be deleted. The contextual menu is only displayed for user defined view templates. All sub groups and related view templates will also be deleted.

Additional Features

Tagging the View Template

To tag a View Template:

1. Select one or more View Template by checking the box to the left.
   
   

   

   
   
   
2. The bottom toolbar is displayed.
   
   

   

   
   
   
3. Click the Edit Tag icon to open the tag dialog window.
4. Fill in a new tag name or select existing tag from the drop-down list.
   
   

   

   
   
   
5. Click submit to add the tag to the View Template.
   
   

   

For more information about tags, see Tags.

Restricting Access to View Template

To limit access to user defined view templates follow guidelines in Identity and Access Management (IAM).

Multi-Level Sorting

Sorting can be applied to the columns. The number displayed beside the column name indicates the order of sorting. After selecting the first column, press and hold the Shift key while selecting multiple columns in the desired order.

Example

When column 1 and column 2 are selected consecutively,  the table is sorted based on column 1 first, and then column 2, within the first sort.

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