Create a CSM Item

Use the CSM Item Managers to create the different CSM Items (example: Dashboard, Report, etc.) in the CSM system. Typically, the Manager launches a Property window to define the properties/behaviors for the item.

Good to know:

  • Managers look and behave differently in the Browser Client. For more information, refer to the CSM Browser Client.

To create a CSM Item:

  1. Open a CSM Item Manager.
  2. Select a scope and subfolder (if needed).
  3. The following actions are available:
    • Click the Create New button Create New Button.
    • In the CSM Item Manager window, right-click>New.
    • From the CSM Item Manager menu bar, select File>New.

    The item's Property page or Editor opens to create a definition.

  4. Save changes.