Table Of Contents Preface............................. 1 Welcome to the NetDoc™ Online User Guide................1 Usage Notes ..........................1 Printable Information ......................1 Web Site..........................1 Online User Guide Overview...................... 1 NetDoc Documentation ......................2 Copyright and Trademarks ......................2 Technical Support Contact Information..................3 United States and Canada .......................
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Table Of Contents To add an Attachment:......................34 To view an Attachment:......................34 To delete an Attachment: ...................... 34 Notes ............................35 To add Notes:........................35 To add additional Notes to the Port or Strand Level: ............35 To delete Notes: ........................36 Revision Log..........................
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NetDoc User Guide To view the Security Log:..................... 49 Enable/Disable Features......................49 NetDoc Wizards..........................51 About NetDoc's Wizards ......................51 Infrastructure Setup Wizards ....................51 To use an infrastructure setup wizard: .................. 52 Documentation Wizards......................53 Port Naming Wizard ......................53 Setting Up the Geographical Infrastructure ..................
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Table Of Contents Assets ............................66 About Assets ......................... 66 Setting Up Asset Types......................66 Backbone Assets ........................67 Workstation Assets ....................... 67 Financials ..........................67 Horizontal Links ........................68 About Horizontal Links ......................68 Horizontal Link (HL) Info ....................68 Defining Horizontal Links ....................
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NetDoc User Guide Cables in Pathways ....................... 79 Connecting a Pathway to a Firestop..................79 Connecting the Pathways...................... 79 Contacts............................. 80 Adding a Contact ........................80 Defining a Contact ........................ 80 Adding Departments ......................81 Connecting a User to Horizontal Links ................81 Creating NetDoc Specific Users ...................
Printable Information • NetDoc User Guide Web Site Click the link below to display your local Brady web site. • Brady Web Site Online User Guide Overview Select Help User Guide to display the NetDoc electronic reference system. It appears in a standard web browser window, but has the following additional features: •...
Copyright and Trademarks This manual is proprietary to Brady Worldwide, Inc. (hereafter "Brady"), and may be revised from time to time without notice. Brady disclaims any understanding to provide you with such revisions, if any. This manual is copyrighted with all rights reserved. No portion of this manual may be copied or reproduced by any means without the prior written consent of Brady.
Preface Technical Support Contact Information United States and Canada Phone: 1-800-643-8766 (M-F 6:30 a.m. - 6:30 p.m. Central Time FAX: 1-800-358-6767 Email: tech_support@bradycorp.com...
Beyond everything that NetDoc is able to do; information can also be seamlessly exported into LabelMark software to assist you in easily labeling your entire infrastructure. Brady’s documentation solutions, labeling solutions, and an assortment of printers will increase productivity, reduce costs, and improve user services in a very user-friendly environment.
Getting Started System Requirements Client Workstation Requirements Hardware Software Minimum Requirements: Requirements: • 750 MHz Processor • Windows 2000, Windows XP Home, • 256 MB Ram or Windows XP Professional • SVGA w/24-bit color • Internet Explorer 6.0 • 1024x768 minimum screen resolution •...
Installing NetDoc Preparing to Install NetDoc Before You Begin It’s important to consult your network and database administrators before performing any installation procedures. This guide provides a basic set-up structure; your administrators may require additional settings for security purposes. Additional help and information can be found in the www.bradyid.com Online Knowledge Base.
Installing NetDoc Installing NetDoc on Your IIS Server NetDoc uses a Microsoft SQL Server database that is installed on your server (see Creating the SQL Server Database). Client machines use NetDoc via a web browser. Note: This part of the installation process applies to both MS Windows Server 2000 and 2003.
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NetDoc User Guide When the End User License Agreement (EULA) screen appears, click Yes to accept it. If you decline the agreement, the software will not install. 5. In the Customer Information screen, enter your User Name, Organization, and Serial Number (serial number is on the inside cover of the DVD case).
NetDoc will be installed. To accept the default directory, click Next. If you don’t want to use the default directory, click Browse to select an alternate installation location. Recommendation: Brady recommends using the default installation directory. Not doing so may result in additional IIS configuration steps.
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NetDoc User Guide 5. The Database Properties window appears. On the General tab, enter a name for the database in the Name field. Make a note of the name, as you will need it later. 6. Click OK.
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Installing NetDoc 7. Expand the database tree by clicking the plus (+) symbols, and select the database you just created. 8. Click the Tools menu and select SQL Query Analyzer. 9. Click the File menu and select Open.
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NetDoc User Guide 10. In the Open Query File dialog box, browse to the NetDoc installation location you selected in Installing NetDoc on IIS Server. The default location is: C:\Inetpub\wwwroot\NetDoc. 11. In the root NetDoc directory, click the NetDoc.sql file, and then click Open.
Installing NetDoc Configuring SQL Server Security (optional) Alert: The following are general guidelines for establishing new database securities within the SQL server. Please use these instructions as a guideline. A database administrator should perform all SQL configurations for security purposes. Note: This part of the installation process applies to both MS Windows Server 2000 and 2003.
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NetDoc User Guide 5. When the SQL Server Login Properties – New Login dialog box appears, enter your new login name in the Name field. 6. Click to select SQL Server Authentication. 7. Enter a password. Make a note of the name and password you entered, as you will need this later.
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Installing NetDoc 9. In the Database User Properties dialog box, click the down-arrow next to Login name and select your newly added name. 10. Click the checkbox for db_owner. 11. Click OK.
NetDoc User Guide 12. Your newly added user name will appear in the main pane of the SQL Server Enterprise Manager window. 13. Close the SQL Server Enterprise Manager. Configuring IIS to Display NetDoc on an Intranet This section provides instructions for configuring NetDoc for Windows Server 2003 and Server 2000, and for configuring IIS Security.
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Installing NetDoc 4. In the NetDoc Properties window, click the Security tab. 5. Click the Add button.
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NetDoc User Guide 6. In the Select Users or Groups dialog box, select the ASPNET user, and click the Add button. 7. Click OK. 8. On the Security tab of the NetDoc Properties window, click the checkbox for Write in the Allow column of the Permissions area.
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Installing NetDoc 10. The folder permissions are configured, and you may close Windows Explorer. To configure IIS security: 1. From the Start menu, select Control Panel, then Administrative Tools, then Internet Services Manager. 2. In the tree, locate the Internet Information Services name. Below it should be the name of your server.
NetDoc User Guide To configure IIS for Windows Server 2003 To configure IIS for Windows Server 2003: 1. Launch Windows Explorer 2. Browse to the NetDoc installation location. The default location is: C:\Inetpub\wwwroot\NetDoc. 3. Right-click on the NetDoc folder and select Properties.
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Installing NetDoc 7. Click Apply, then click OK. To configure IIS security: 1. From the Start menu, select Control Panel, then Administrative Tools, then Internet Services Manager. 2. In the tree, locate the Internet Information Services name. Below it should be the name of your server.
NetDoc User Guide 9. Click OK again to close the NetDoc Properties window. 10. Close the Internet Information Services window. You are finished configuring IIS security. Connecting NetDoc IIS to NetDoc SQL Server Recommendation: It’s important to disable any pop-up blocker programs. NetDoc may not function properly with pop-up blockers.
There are three basic options for configuring the way users log into NetDoc: No login (None) NetDoc controlled login (Forms) Windows/NetDoc controlled login (Windows). Recommendation: For ease of use, Brady suggests using the Forms option for Authorization Mode and Authentication. This will allow NetDoc to manage the passwords.
NetDoc User Guide Configuring security requires three settings to reflect the correct mode: Authorization Mode Authentication User Access These settings already exist in lines in the Web.Config file shipped with the software. (The file can be found in the root of the directory where it was installed.) Note: This part of the installation process applies to both MS Windows Server 2000 and 2003.
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Installing NetDoc Following are the settings and user types, and instructions for accessing and implementing settings correctly: None – Users are not required to log into the system, and no user information is tracked when attaching files or creating notes. The application is open for read/write on all pages at all times Forms –...
Upgrading from an Earlier Version of NetDoc If you already have NetDoc version 1.0 installed, the process of upgrading to version 1.1 is fast and straightforward. Note: Before you upgrade, verify that you meet the minimum hardware and software requirements for both the server and client workstation machines. (See System Requirements.) To upgrade to NetDoc v1.1:...
Exploring NetDoc Exploring the NetDoc Environment The NetDoc interface is comprised of several helpful sections. In keeping everything uniform, the actual look of the software will remain the same throughout the different sections of the application. By reviewing the layout of the interface, one can see a navigator, a spreadsheet view area, a detail section, a locator area, and helpful links all from the uniform exploration view.
NetDoc User Guide If you have access to more than one NetDoc database, you can switch to a Select Database: different database by clicking this link. A pop-up window will open where you can enter the information required to access this database.
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Exploring NetDoc you’ve added for component tracking purposes. Security Log — Opens a pop- up window showing the user transaction log. WIZARDS menu: Each link opens the component- specific auto-numbering wizard allowing users to create multiple identifiers of documented records with the same default information at the same time.
The NetDoc Environment Navigator Tree The Navigator Tree, displayed in the upper left pane of the NetDoc application, shows the physical and geographical layout of your infrastructure. It allows you to move around the infrastructure quickly and efficiently. You can go anywhere within it no matter how complex your infrastructure, e.g., to a faceplate in a work area, or to a telecommunication space.
The NetDoc Environment Company – The company is the highest-level component in NetDoc. It's the starting point for managing your cabling infrastructure. Even if you only manage the infrastructure for a single company, you still need to define the company before setting up cabling infrastructure. Campus –...
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NetDoc User Guide Termination Hardware Horizontal Links Backbone Cables Pathways Firestops Grounding Splices Contacts Your location in the Navigator Tree filters the records seen in the List View pane. For example: If you are at the building level in the Navigator Tree, and have selected Horizontal Links in the drop-down field, you will see all the records for Horizontal Links within that building.
The NetDoc Environment save it as an Excel file. The Print Details button enables you to print details of an individual record (i.e., not everything in the list) as an HTML-formatted report in your Internet browser. The Search button opens another window containing the records currently in the List View table, where you can enter a search string and initiate a search of the records in the table.
NetDoc User Guide If the Horizontal Link category is selected, and you change to a different space on the Navigator Tree, the information populating the List View and Detail View will change as you move to the different space. If, for example, you move up to a higher level on the tree, all the horizontal links for that level and space are shown in List View.
The NetDoc Environment 3. Click OK on the pop-up message that appears when you are positive that deletion of the selected note is needed. 4. Click the Save button once deletion has completed to save and update all components. Note: Deleting an attachment does not delete the file from the NetDoc server; it only deletes its connection to the NetDoc component.
NetDoc User Guide To delete Notes: 1. Locate your Notes within NetDoc. 2. Click on the Delete link next to the Note(s) you want to remove for complete deletion of the attached Note file. 3. Click OK on the pop-up message that appears to complete deletion of the selected note 4.
NetDoc Tools Available Within the Application Multi-View Multi-Task Capability NetDoc has the ability to allow for multi viewing and multi tasking while navigating throughout the application. Within the application launch and in the spreadsheet view, each row will have a button to the far left of each row in every single area of the application.
NetDoc User Guide 4. A separate window will appear containing the records of the infrastructure level and category you already chose. In the Search Text box, enter your search string. 5. Click the Search button. 6. The data in the table will change to display only those records containing your search text.
NetDoc Tools Available Within the Application Copy Capabilities NetDoc provides several options for copying existing data to other locations in NetDoc or to entirely separate applications, such as Microsoft Excel and Word. These copy capabilities are always available in the List View pane and can be used by clicking on any of these three buttons: Copy To Excel To Clipboard...
NetDoc User Guide 2. An Excel file will open with all the List View data displayed just as it is in NetDoc. You can now modify it, save it as an Excel spreadsheet, print it from Excel, and so forth.
NetDoc Tools Available Within the Application 2. Highlight the trace point component in the List View. 3. In the Detail View for that component, click the appropriate tab: Assets: Ports tab Termination Hardware: Port/Position tab Backbone Cables: Pair/Strand Details tab or Cross Connects tab 4.
NetDoc User Guide 2. Click the Print button. Arranging the Diagram The default arrangement for the graphic diagram is a straight line from left to right. You can change it to one of three other arrangements, or you can manually rearrange the components.
NetDoc Tools Accessed from the NetDoc Main Page Exporting to LabelMark™ The Export to LabelMark tool can be found on the NetDoc home page. LabelMark™ is a label design application that interacts closely with NetDoc. By bringing the two applications together, you conduct the input of information once.
With the newest LabelMark solution, a new development will allow LabelMark to view NetDoc (and vice versa) as a Brady web-enabled safe application. Either way the solutions will work together, and the on-screen instructions, if shown, will walk you through the process.
NetDoc Tools Accessed from the NetDoc Main Page test results, but to the relevant information within those results that are specific to your documentation purposes. Important Note: It is recommended that all test results be saved and maintained in their original format outside of NetDoc for any future need.
NetDoc User Guide 7. Click the Save Profile button on the bottom of the Import screen. Your profile name should now appear in the Select or Name the Profile Map field. 8. Once the above steps have been completed, click the Import button. A pop-up window will appear.
NetDoc Tools Accessed from the NetDoc Main Page See also Deleting Imported Tester Data Sets. Deleting Imported Tester Data Sets To delete imported tester data: 1. Click the Launch Application link on the NetDoc home page. 2. From the List View drop-down menu, choose Backbone Cables. 3.
NetDoc User Guide Assets Asset Ports Backbone Cables Backbone Pairs/Strands Contacts Horizontal Links Termination Hardware Termination Hardware Ports/Positions For example: A user might create a new computer type and then define three customized labeled fields to track aspects of this computer type. Or, a user could add a new phone type and define seven customizable fields to track specific data about that phone type.
NetDoc Tools Accessed from the NetDoc Main Page Log (under the Notes and Attachments information) listing the user who added the record and when it was added, and also the names of users who modified it and when. This information is also provided, along with the user names and dates of other NetDoc transactions, such as logging in and logging off, in a Security Log for administrative purposes.
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NetDoc User Guide Note: The four areas listed above are very important areas of your infrastructure. Using NetDoc to document these areas is recommended, but hiding these areas and not using them is up to the user's discretion. Most importantly, these sections can be hidden and reinstated at any time...
NetDoc Wizards About NetDoc's Wizards NetDoc offers a number of wizards that speed up the process of setting up and documenting your infrastructure. Each wizard can be used to build several identifiers in the same location, so you can default information that remains the same for all components being built at that time. Infrastructure Setup Wizards help you speed up the process of setting up your geographical infrastructure.
NetDoc User Guide To use an infrastructure setup wizard: 1. Depending on what you are documenting, click either the Companies link or the Infrastructure link in the SETUP menu on the Main Page. 2. To use the Companies setup wizard: Click the Wizard button on the pop-up window that appears.
NetDoc Wizards Documentation Wizards The wizards accessible from the NetDoc Main Page are designed to minimize the data entry involved in documenting multiple network components at the same time. Each wizard can be used to build several identifiers in the same location, so you can create default information that remains the same for all components being built at that time.
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NetDoc User Guide Warning: Although several items can be built within seconds, the application has no global delete capability. Given this, deletion still must be completed by going to each specific item and deleting the items one by one. The above recommendations for using the wizards should be...
Setting Up the Geographical Infrastructure About the Infrastructure Once you are familiar with the NetDoc environment, you can begin setting up geographical infrastructure. This infrastructure holds the main components of the location you are documenting, including Company, Campus, Buildings, Floors, Indoor Spaces, Telecommunications Spaces, Outdoor Spaces, and Faceplates.
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NetDoc User Guide items exist underneath it, a NetDoc warning box pops up: "The company cannot be deleted until subordinate items are removed."...
Setting Up Infrastructure Within a Company Campuses Your company may have only one location, and in that case you would create only a single campus. But many companies conduct business in a number of locations, and the campus feature in NetDoc makes it possible to manage infrastructure specific to each location. Note: In the below areas, these geographical components will be built by selecting the Infrastructure link in the SETUP section of the NetDoc Main Page menu.
NetDoc User Guide Buildings Each campus you set up will contain buildings that contain spaces that house components of the infrastructure. Your company may have one building, or numerous buildings that can be interconnected by cabling components. After spaces are in place, you can start to specify cabling and hardware.
Setting Up Infrastructure Within a Company To add a Floor: 1. On the NetDoc Main Page, select Infrastructure on the SETUP menu. 2. In the Infrastructure Setup area, highlight the building name or icon where you wish to add floors. 3.
NetDoc User Guide Areas. If the space is a Work Area, no further information is added. If the space is a Telecommunication Space, see Adding a Telecommunication Space. Repeat for each space you need to add. 5. Click Save when you are finished. A plus sign will appear next to the floor (steps) icon indicating that there is infrastructure information at the next level down.
Setting Up Infrastructure Within a Company Note: On the Navigator Tree, a Telecommunication Space is sorted to the top of the space list for a given floor and has a rack and patch panel icon next to the name. You will notice that the icon representation in the Navigator Tree is different for both your Work Spaces and Telecommunication Spaces.
NetDoc User Guide To remove an Outdoor Space: 1. On the NetDoc Main Page, select Infrastructure on the SETUP menu. 2. Click on the campus name or icon. 3. The Campus Info screen appears. 4. Click the Space List radio button to show outdoor spaces.
Setting Up Infrastructure Within a Company A MUTOA is a faceplate or biscuit that contains several horizontal links and feeds more than one work station or user. From the faceplate, you may add as many horizontal links as you wish. (See Adding a Horizontal Link.)
Setting Up the Cabling Infrastructure About the Cabling Infrastructure Once the geographical infrastructure is set up using the SETUP menu on the NetDoc Main Page, you must click Launch Application on the Main Page and open the NetDoc application to set up the cabling infrastructure.
Setting Up the Cabling Infrastructure 6. In the Cross Connect Hardware Type frame, enter the following: PIN Config, Cat. Rating, Term Type, Manufacturer, and Part #. 7. Select a Color Code ID from the drop-down list. This information is optional, and is used to describe the type of hardware that can be cross-connected.
NetDoc User Guide To change the status of a port or position: 1. Click the Port/Position Details tab. 2. Click on the Port or Position in the Status column. A drop-down list appears that allows you to change the status of the Port/Position from Available or Used to Damaged.
Setting Up the Cabling Infrastructure 5. The Descriptions columns allow you to assign descriptions you want to include for each kind of Asset. For example, for a computer, which is a Workstation/Data asset, you might want to include Model, Serial Number, CPU, RAM, Hard Drive, and Operating System (O/S).
NetDoc User Guide Horizontal Links About Horizontal Links Set up horizontal links in NetDoc between termination hardware and faceplates. To be able to set up a horizontal link, you must first have set up the following: A faceplate in the workspace (see Creating a Faceplate);...
Setting Up the Cabling Infrastructure Defining Horizontal Links NetDoc comes with many Horizontal Link types already defined for you. If, however, you wish to track a type of Horizontal Link that has not been defined, you can define it yourself. 1.
NetDoc User Guide 2. The Attach Asset window appears with the available backbone assets listed. To find the correct asset easily, you can sort any column by clicking in the column heading. Select the asset to which you wish to attach, and click Connect.
Setting Up the Cabling Infrastructure Identifying Horizontal Link Pathways Used Establish Pathways first using the Pathways tab (see Adding a Pathway). Then do the following: 1. On the Horizontal Link, click the Pathways Used tab. 2. Click the Add button in the Detail area. 3.
NetDoc User Guide 3. Click the Add button in the Spreadsheet area. Place the cursor in the Closure ID field. 4. Enter the Closure ID. Splice Types (User Defined) To add user-defined splices to the closure: 1. Click the Add button in the Detail View. Enter the splice ID in the Splice ID column.
Setting Up the Cabling Infrastructure 2. Click on the Backbone Cables selection in the drop-down field in the List View pane. Click the Add button in the List View area. 3. In the Detail View Backbone Info tab, enter the backbone’s ID in the Backbone ID field. 4.
NetDoc User Guide 3. Click Save. Backbone Source 1. Click the Source tab. The Connection Location Select group box is populated with the selected source location. 2. The Connection Device Type frame contains radio buttons labeled Termination Hardware, Splice Enclosure, or Asset.
Setting Up the Cabling Infrastructure Note: Changing a cell to Damaged status will not automatically disconnect the cable from this port; i.e., you will have a connection to a damaged pair/strand. You cannot change the status from Available to Used. To accomplish that, you must make or break the connection in the Source Destination...
NetDoc User Guide If a Grounding Conductor has been set up in the Grounding tab and connected to the current backbone, the Bonding Conductor ID field will be populated in the Backbone Info tab. Grounding About Grounding Grounding runs excess electrical current to ground. Grounding is needed for backbone cables, assets, pathways, and termination hardware.
Setting Up the Cabling Infrastructure 6. From the Select Item window, select a busbar located in that space. 7. Click Accept. 8. In the Destination box, click the Set Location button. 9. In the Location window, select the destination location. 10.
NetDoc User Guide Firestops Firestop Information A firestop is needed any time you penetrate a firewall, i.e., a floor, ceiling, or wall. The firestop provides a fire barrier in case there is a fire in your facility. Each firestop has a burn-time limit associated with it—a rating in hours.
Setting Up the Cabling Infrastructure Adding a Pathway To add Pathway Info: 1. Highlight the space that will be the Source space for the Pathway. 2. Click the Pathways option in the List View. 3. Click the Add button. 4. Enter the Pathway ID. 5.
NetDoc User Guide Contacts Adding a Contact Adding Contacts is not required by NetDoc to manage your infrastructure. Your company may, however, want to list contacts, such as users, outside consultants, contractors, support, and the horizontal links associated with their workspaces for your internal network users.
Setting Up the Cabling Infrastructure 3. Click the Delete button. 4. Click Save before exiting the window. Adding Departments You can add new departments in the Departments field. When adding a user who is affiliated with a department not previously recorded, enter that department in the Departments field. It becomes a selection in the drop-down list available when you are recording other users.
Reports About the Report Creator NetDoc’s Report Creator feature, designed to reinforce and enhance NetDoc's documentation capabilities, allows you to print comprehensive reports about your infrastructure. The Report Creator link is located on the NetDoc Main Page and can be used to gain access to all built-in NetDoc reporting capability.
Reports 3. If you filter By Date Tested, the HLs shown on the report will be those within the date range you have specified in the From and To fields. 4. Filtering by a specific HL Type, such as Voice, means the report will only show the voice horizontal links.
NetDoc User Guide Backbone Report can show all backbones in a given location, and can be sorted by Backbone Type. The report detail can show pair/strand usage and attached backbone devices. Horizontal Link Cable Report can be filtered by Date Tested, HL Type, or Location.
Spreadsheet Tool Spreadsheet Tool (Import from Excel) One of NetDoc’s most useful tools is its ability to bulk-load large amounts of existing data into the NetDoc database. With this tool, any kind of data that can be converted or imported into a Microsoft Excel spreadsheet can be transferred with a few clicks to your NetDoc database.
NetDoc User Guide 4. The tool will open as a spreadsheet with the following tabbed worksheets, and a Help tab: Assets Termination Hardware Backbone Cables Horizontal Links Users Important Note: Each component’s worksheet functions independently of the others. The data categories are specific to that component, and the Check Data and Import Data macros work only with the data on the currently open worksheet.
Spreadsheet Tool Note: If you are loading data into more than one database, you must close the tool and reopen it to switch to a different database. 3. Click the Options>> button to open the bottom half of the window where you can select the correct Database from the drop-down list.
Appendix Product Functionality Termination Hardware Termination hardware for all cabling infrastructure is easy to set up. NetDoc makes it simple to locate termination hardware when you need to move cabling; it’s also easy to track ports/positions and how each is being used. (See Adding Termination Hardware.) Ability to see termination hardware port/position details/status...
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Appendix Filtering Logic—Navigator Tree The information you see in the List and Detail View sections on the right side of the window is filtered by your location in the Navigator Tree. For example, if you highlight a campus, and then select Horizontal Links, you will see all the HLs for the entire campus.
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