User Guide

Access to Description
Import/Export to/from
.xls file
You can only use the import or export feature for plans and assets for which you have access.
Creating Collections
To create a new collection:
1. Log in as an administrator and select Collection management from the primary navigation panel.
2. Select New in the Collection Management, Actions column.
-or-
Select the down arrow next to Collection Management from the primary navigation pane and select
New. The New Collection dialog displays with a list of current plans and their floor-mounted assets.
3. Enter a name a description.
4. Click the down arrow on a plan to view the floor-mounted assets. Enable the appropriate checkboxes to
associate with the new collection, and click OK.
5. Note that the plan and floor-mounted assets columns show the information associated with the new
collection.
To assign access control to a collection to a role:
1. Select a role from the bottom Roles column to associate with the collection, then select Read Only or Write
from the Actions pane.
-or-
Select the down arrow next to Access Control to Collections, and select Assign Read Only or Assign
Write. The Assign Collections dialog displays with a list of available collections.
2. Enable the desired collection, and click OK.
NOTE: It is not recommended to assign a collection to an existing role that has already been assigned to users prior to using the
Collection Management feature. This includes the current roles provided by Data Center Planner, Data Center Planner Manager or
Reporting Designing. A new role should be created which is then associated with a defined collection. If a new user is being created,
then the user can be assigned the appropriate roles. If the administrator wants to restrict access of an existing user to certain assets
within plans using Collections Management, the administrator must edit the assigned rights of that user. The roles currently assigned
to that user should be removed and the new roles with the associated collections be assigned.
To edit a collection:
1. Select the collection to be edited, and select Edit in the Collection Management, Actions column. The Edit
Collection dialog displays with a list of current plans and their floor-mounted assets associated with the
collection.
-or-
Select the down arrow next to Collection Management in the top pane, and select Edit.
2. Disable or enable the appropriate plan or floor-mounted asset, and click OK.
3. Note that the plan and floor-mounted assets columns show the information associated with the edited
collection.
32 Data Center Planner Installer/User Guide