Cablefolio

Documenting sites

Places and devices

Updated

Everything you record hangs off a client: a client has properties, a property has rooms, and a room holds devices, racks, cable runs, and sub-rooms; this page covers adding, changing, moving, copying, archiving, and deleting them.

Add a client or a property

  1. On the home page, press Add client in the All clients heading, type the Client name, and press Add client.
  2. Open the client and press Add property in the Properties heading.
  3. Fill in the Property name, the Type (Business or Residential), and the address. Under Access, note Parking, How to get in, and Hours; door, gate, and alarm codes go in the property's sealed Access codes section instead.
  4. Press Add property.

Add a room

  1. Open the property and press Add room in the Rooms heading.
  2. Type the Room name and choose its Type: Interior room, or External location for a pole, pedestal, or outside wall.
  3. If the property has drawn floors, pick the Floor the room is on, then press Add room.

A room inside a room is a sub-room: open the room and press Add sub-room.

Add a rack

Open the room, press Add rack in the Racks heading, give it a Rack name and, if you know them, its Type, Role, Height, U numbering, Depth, and Mount type, and press Add rack.

Add a device

  1. Open the room (or rack) and press Add item.
  2. To save typing, pick a saved model in Start from preset. It fills the type, make, model, height, and typed details.
  3. Choose the Type. Leave Name blank to get the generated name shown under the field.
  4. Fill in Make, Model, Serial number, Firmware, IP address, and MAC address; on a desktop the sheet sets the short fields two to a row. The camera button beside the serial and MAC fields reads them off the label; see Labels and QR codes.
  5. Under Lifecycle, set the Status (Planned, Installed, Spare, or Retired) and any dates and order details.
  6. Press Add item.

To fill a room from a scanner export or spreadsheet, press Import devices in the room's Items heading (up to 500 rows at a time).

Work with a rack

The rack page draws the rack as it hangs, each device labelled with the units it covers, counted from the bottom.

  • Drag a device type or preset from the palette onto the rack, or press Add a device here in a free space.
  • Type in the palette's Find a type or preset box to narrow it to the types and presets whose names hold every word typed; the list scrolls when it is longer than the space above the rack.
  • Every range of units is written one way, such as U33–32: on the drawing, the device page, labels, reservations, the history, and the report.
  • Drag a device by its grip to reorder it, or use the up and down buttons in the list under the drawing. Undo and Redo step through reorders.
  • On a desktop, press a device's gear to open its settings beside the rack; Copy, Paste, and Delete act on it.
  • Reserve units keeps space for planned gear. Placing a device there asks Place on reserved units?; Place anyway overrides it.

Save a model as a preset

On a device's page press Save as preset. Presets live in Settings › Presets, where Add preset makes one from scratch, Layout draws the model's front and back faces, and Import presets and Download presets move the library as a file. Whoever saved a preset, or a manager, may Edit or Remove it. Changing a preset never changes devices already made from it.

Move, swap, or copy

  • A device: press Move item and choose Move to. Links the new place cannot keep are listed before you confirm. On a desktop you can also drag it in the tree.
  • A room or a property: press Move and pick another property or client.
  • Move to stock records that a device is waiting in one of your stock places.
  • Swap device replaces the hardware but keeps the place, name, port labels, and links.
  • Duplicate on a room, rack, or device page makes a copy.

Archive a client or property

An owner or admin can press Archive client or Archive property. It leaves the lists, the Needs attention counts, and Resources, and is read-only until unarchived; search, the export, and its reports still have it. Show archived brings archived records back into a list; Unarchive reverses it.

Delete and restore

Press Delete on a page and confirm. What you delete, with everything under it, goes to the Recycle bin for 30 days. Open Settings, then Recycle bin, and press Restore to put it back where it was. An owner or admin can press Remove for good instead.

A user account can add and edit anything but cannot delete a client or a property. See Accounts and security.