Overview of Global Views

Overview of Global Views

Nerdio Manager allows you to create global views that best represent your workflows. For example, if you manage host pools, session hosts, and user sessions, there is no need to keep jumping back and forth between pages to manage these different resources. With global views, you can combine all the resource on a single page. You can then restrict the global views to specific (or all) accounts and assign to user roles for others to use them.

Add a Global View

Nerdio Manager allows you to add a new global view.

To add a global view:

  1. At the MSP level, navigate to Settings Global Views.

  2. Select Add global view.

  3. Enter the following information:

    • Name: Type the global view's name.

    • Description: Type the description of the global view.

    • Visible To: From the drop-down list, select who should be able to see this global view.

      Note: You can make this global view visible to any of the following:

      • Only you.

      • Everyone.

      • Users assigned to built-in roles.

      • Users assigned to custom roles.

    • Accounts: From the drop-down list, select which accounts are shown this global view.

    • Resource Type: From the drop-down list, select the resource type for the view.

      Note: Select +add resource type to add additional resource types to the view.

    • Display: From the drop-down list, select the number of items per page to display.

    • Sort Contents and Direction: From the drop-down lists, select the column to sort and the sort direction.

    • For AVD: Host Pools, enter the following information:

      • Workspace Scope: From the drop-down list, select the workspaces to include in the global view. The default is All Workspaces.

      • Search: Optionally, type the host pool name or friendly name to limit the results of the items displayed in the global view.

    • For AVD: Session Hosts, enter the following information: 

      • Workspace Scope: From the drop-down list, select the workspaces to include in the global view. The default is All Workspaces.

      • Host Pool Scope: From the drop-down list, select the host pools to be included in the global view within the selected workspaces. The default is All Host Pools.

      • Search: Optionally, type the session host names to limit the results of the items displayed in the global view.

    • For AVD: User Sessions, enter the following information: 

      • Workspace Scope: From the drop-down list, select the workspaces to include in the global view. The default is All Workspaces.

      • Host Pool Scope: From the drop-down list, select the host pools to be included in the global view within the selected workspaces. The default is All Host Pools.

      • Search by User: Optionally, type the user names to limit the results of the items displayed in the global view

      • Search by Host: Optionally, type the session host names to limit the results of the items displayed in the global view.

      • Session Status: Select the desired user session statuses to include in the global view.

    • For Intune: App, enter the following information: 

      • Search by Name: Optionally, type the app names to limit the results of the items displayed in the global view.

      • App Type: From the drop-down list, select the app type(s) to include in the global view. The default is All app types.

    • For Intune: Device, enter the following information: 

      • Search by Device Name: Optionally, type the device names to limit the results of the items displayed in the global view.

      • Search by User Name: Optionally, type the user names to limit the results of the items displayed in the global view.

      • Compliances: From the drop-down list, select the compliance(s) to include in the global view. The default is All compliances.

      • Show by Device Type (Model): Select the desired device types to include in the global view.

      • Device Actions: Select this option to show the devices actions in the MEM portal.

    • For Intune: Compliance policy, enter the following information: 

      • Search by Name: Optionally, type the compliance policy names to limit the results of the items displayed in the global view.

      • Show: Select which types to include in the global view.

    • For Intune: Security policy, enter the following information: 

      • Search by Name: Optionally, type the security policy names to limit the results of the items displayed in the global view.

    • For Intune: Conditional access policy, enter the following information: 

      • Search by Name: Optionally, type the conditional access policy names to limit the results of the items displayed in the global view.

    • For Intune: Certificate for MSIX apps, enter the following information: 

      • Search by Name: Optionally, type the certificate names to limit the results of the items displayed in the global view.

  4. Once you have entered all the desired information, select OK.

    The new global view is now available at the top of the main menu for the assigned accounts and users.

    Notes:

    • From the action menu, select Edit to edit the global view.

    • From the action menu, select Remove to delete the global view.

Create a Group of Global Views

Nerdio Manager allows you to create a group of global views.

To create a group of global views:

  1. At the MSP level, navigate to SettingsGlobal Views.

  2. Select Add group.

  3. Enter the following information:

    • Name: Type the group's name.

    • Icon: Select the icon from the list.

  4. Once you have entered all the desired information, select OK.

    The new group is created.

  5. For each global view you wish to add to the group, select and hold the global view's , then drag and drop it under the group.

    Notes:

    • You can remove a global view from a group by dragging and dropping it outside the group.

    • Select the Group's name to change it.

    • Select Delete to delete the group.

    • Select the Up-Down arrownext to the group's name to display or hide the global views within the group.

Change Global Views and Groups Display Properties

Nerdio Manager allows you to change the following display properties of global views and groups.

  • Icon: You can change the icon of a global view or a group.

  • Display Order: You can change the order the global views are displayed on the main menu or within a group.

Change a Global View's or Group's Icon

Nerdio Manager allows you to change a global view's or group's icon.

To change a global view's or group's icon:

  1. At the MSP level, navigate to SettingsGlobal Views.

  2. Select the icon of the global view or group you wish to change.

  3. In the pop-up list of icons, select the new icon you wish to use.

  4. Select OK.

Change a Global View's Display Order

Nerdio Manager allows you to change a global view's display order on the main menu.

To change a global view's display order:

  1. At the MSP level, navigate to SettingsGlobal Views.

  2. Select and hold the global view's .

  3. Drag and drop the global view to the desired location.

Change the Display Order for Global Views within a Group

Nerdio Manager allows you to change the display order of global views within a group.

To change the display order of global views within a group:

  1. At the MSP level, navigate to SettingsGlobal Views.

  2. Locate the group you wish to work with.

  3. Optionally, select Sort to sort the global views in ascending or descending name order.

  4. Alternatively, select and hold the global view's .

  5. Drag and drop the global view to the desired location within the group.

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