Navigating the Admin Portal
The Adaptiva Admin Portal is a unified console for you to create and manage all your Adaptiva products. You can manage security and user permissions, add new product licenses, and configure global client settings.
Log in to the Admin Portal
In your web browser, navigate to http[s]://AdaptivaServerFQDN[:port].
Note: Internet Explorer is no longer a supported browser.
The :port parameter is optional. If the server already uses port 80, the portal might use a different port like 9678. Check with your Adaptiva administrator to confirm the correct port.

Sign in options
When the login screen appears, you’ll see two ways to sign in:
Use Adaptiva credentials
Enter your Email and Password.
Click Log in.
Save your login for next time by checking Remember my email.
Use Windows credentials
Click Log in with Active Directory to sign in with your current Windows login.
This doesn’t have to be an AD account, it just uses your current login token.
Admin access
During installation the Administrator configures the Adaptiva Server to:
Use a Windows Active Directory account as the Super Admin, or
Creates an Adaptiva account as the Super Admin.
You can use this account for the first login. After that, the administrator can create new logins, assign roles, and manage permissions.
License prompt
If you are starting the Admin Portal for the first time or your key has expired, you will be prompted for a key at login. See License your Adaptiva solution for more details on licensing and key management.
Navigate the Admin Portal
Use the Admin Portal to manage global settings and view dashboards for Adaptiva products like OneSite ConfigMgr, OneSite Intune, OneSite Workspace ONE, and Endpoint Health.

UI Elements
Platform Features side navigation
Platform Features are located on the left side bar navigation. This displays features common to all Adaptiva solutions as well as solution-specific features, ie. OneSite Patch.
Platform Features include:
Actions - Actions are objects that perform some task or activity on a device.
Assets - Assets include management of Devices, Groups, and Locations.
Dashboards - Includes management of Dashboards, Subscriptions, and Data Providers.
Forms - Allow you to configure custom forms to use in conjunction with Workflows. These forms are attached to Workflows and pop up when the Workflow is launched, so you can enter the applicable information.
Schedules - Allow you to configure schedules (e.g. patching schedules)
Sensors - Allow you to configure objects that can be deployed to endpoints to retrieve data.
Tool Foundry - Tool Foundry includes configuration of Custom Tools and Powershell Cmdlets which allow Administrators to convert workflows into standalone executables (.exe).
Workflows - Workflows include Designer, Activities, Audit Policy, and Execution Policies which allow you to setup client & server automation actions.

Each Platform Features is clickable if standalone.
Hover over an Activity with a > symbol to see the contents of the pull-out pane.
Tabs
For Platform Features that have dropdown panes, they also have corresponding tabs within the pull-out pane.

Directories
File directories help keep things organized and work similar to other file directories you would find on your OS.

Selecting a folder will display the contents in a table in the right side pane.
The Search bar allows you to search for folders within the root folder.
Drag and drop folders to desired locations if you would like to nest or remove from a nested position. (A warning overlay will appear to confirm your change.)
Select the more options (
) button next to any folder for the following options:Create Folder
Expand All
Collapse All
Rename
Delete
Restore to Original
Export
Show References
Manage Permissions
Manage Class Permissions
Tables
Tables in Adaptiva solutions display objects like Devices, Locations, Products, etc. Each table has the ability to sort and customize column views. Below are some common features of Tables.
Search, sort. and views

Interaction
Many pages include built-in search with the ability to select filter criteria. Select the Search Columns… drop down for filter criteria. Typically, the left-most column is always the default column to search. Select Search or press Enter to complete the search.
Most columns are sortable in ascending or descending order, just click on the column name. Non-sortable columns will not change the pointer to and will remain the default pointer.
You can select the column view gear icon, if you would like to add or remove columns visible in the table
Advanced search
With advanced search features you can add Boolean logic, or specific conditions.
By clicking and enabling the filter icon, this will expose the Configure Search button.

After clicking the Configure Search button, this will display an overlay where you can select Operator or Conditions in the Creating Operating Condition pane.


Object information
You can see detailed information on an object by clicking the carrot > to the left of the row.

Reorganizing Objects
You can manually order some objects by clicking and dragging the six dots to the left of the row (
). You can reorder objects within a folder or move objects to a different folder in this way. If reordering is not available, you will see the following:
Selecting Objects
When a row has on the far left, check one or more boxes to select the rows. Multi-select is not always available. At the top and bottom of the results will also be additional context panes. A check box to select All, if available, and ellipses for additional actions on the selected rows.

Displaying All Rows
When results are returned, they will default to be displayed in 10 rows per page. This can be changed by select the drop down and select 10, 25, 50 or 100. Use the |<, <, >, or >| buttons to move forward and backward through the pages.

Overlays
Overlays typically appear when configuring other selected objects (buttons, dropdown selections, etc.)
For example, if you wanted to create a new IP Range for your Location, you would navigate to the IP Range section and click + Create IP Range. This would display the overlay for you to enter in your IP Range.


Errors
At the bottom of Editor pages will be a collapsed section named Error View. This may display errors found when saving a form. Clicking on Error View will expand the section and show any relevant errors for that Editor.
Errors can be resolved by selecting the Resolve button in the Errors tab.

Check the Resolution you wish to apply and click OK.

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