License Optimizer

Filtering Data

Filter Bars

A filter bar appears at the top of many pages so that you can refine the information displayed on the page.

Filter bar

Click on a filter bar button to display the filter values for that category. To apply the filters to the page and change the displayed information, select the required filter option(s) and click Apply. Once a filter has been applied, the filter indicator icon changes from gray to green (indicating that a filter is in place for the category). Hover over the category to see a tooltip that shows the filter value(s) in place.

Filter bar: applied filter values tool-tip

  • Business Units
    By default, each page displays data for all business units within the system. You can apply a filter so that only data for a specific unit (or group of units) is visible. Alternatively, you can apply a filter to show only business units that have a tag. For more information on how to set up Business Units and tags, see Business Units.
  • Vendors / Products
    By default, each page displays data for all vendors and all available products. You can apply a filter so only data for a specific vendor and/or product, or group of vendors/products appears.
  • License Types
    License Optimizer contains license type categories. By default, all categories are shown but you may use this filter to restrict the view to a subset of the whole. Categories include commercial, education, freeware, and so on.
  • Categories
    Software categories are a standard internet classification of software types (for example, business software, design software, games). You can apply a filter to restrict the data view to a specific category or group of categories.
  • Go
    Click Go to apply any filters selected.
  • Clear All
    Clears all filters and resets the data view to the default view.
  • Search Text
    The Free Text Search box enables you to search on any entered text. Enter the required search text and click the Search button.

Custom filters

Custom filters enable you to quickly display a subset of data that meets pre-defined criteria for Business Units. Once you have created custom filter, you can applied it to any page that has the filter bar This saves time, as the filter does not have to be defined each time it is used.

To create a new Custom Filter:

  1. Under Configuration, click Custom Filters.
    The Custom Filters page appears.
  2. Click Add New Filter.
    The Custom Filter configuration dialog appears.

Custom Filters pop-up

  1. Enter a name for the custom filter.
  2. Select the business units required for the custom filter and click OK.

Custom Filters: select business units

The new custom filter appears in the list of custom filters on the Custom Filters page. You can edit or delete custom filters on the list by clicking the gears menu for the relevant list entry.

Custom Filters list

You can access custom filters from the Business Unit section of any of the filter bars in License Optimizer.

Filter bar: select Business Unit custom filter

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