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Quick Start Guide

Introduction

The Asset Manager Web Client is a browser-based application for managing data and objects (assets). For example, you can use it to:

Login

  1. Launching the application: After opening the browser, you must enter the URL where the Asset Manager Web Client is hosted  (e.g., https://<YourDomain>/AssetManager).
  2. Login: You can log in either via an Azure login (cloud version) or using pass-through authentication if the Asset Manager Web Client is deployed on-premises. After successfully logging in, you will be taken to the main page.

Note: Depending on the configuration, automatic single sign-on (SSO) may be enabled, so no separate login is required.

The User Interface

overview.png

The following list describes the points mentioned above regarding the user interface:

  1. Menu button to expand and collapse the navigation (may be useful on mobile devices)
  2. Theme toggle, light/dark
  3. Button to expand and collapse the settings
  4. Language setting (German or English)
  5. Theme selection
  6. Options to expand and collapse the navigation structure
  7. Logged-in user and user role
  8. The URL used to connect to the Asset Manager Server
  9. Logout (only in conjunction with Azure)

Navigation and data

overview2.png

The following list describes the points mentioned above regarding navigation and data editing:

  1. Search field for filtering navigation entries
  2. Expandable navigation structure with menu items
  3. Selecting a menu item, followed by the display of tables, queries, reports, or dashboards
  4. If the menu item is a table, the corresponding record can be selected for further editing
  5. The record is displayed
  6. A new record can be created*
  7. An existing record can be edited*
  8. A record can be deleted*
  9. If there are many records, pagination is generated, allowing navigation using the corresponding buttons
  10. Displays the type of menu item, the number of rows, columns, and cells, as well as the number of pages

* Action can only be performed with the appropriate permissions.

Filtering, grouping, and sorting data

  • Search: Using the search field in the navigation.
  • Filtering: In the table column headers.
  • Sorting: By clicking on the column headers.
  • Grouping: Using the group icons in the columns.
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