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Navigation group procedures

When using the Navigation grouping feature, groups can be created, edited, and deleted with no harm to the integrity of the Navigation pane hierarchy. Click the folder icon to enable or disable the Navigation grouping feature. (Release 7.5 and higher).

Backup schedules are easily created with Navigation groups. Select the group from the Navigation pane, and the schedule created applies only to the selected items in the group. For details on scheduling backups, see File-level Backups.

See the following for details:

ClosedNavigation group strategies

Use Case

Strategy Recommendation

Multiple users assigned to portions of a large virtual machine installation.

Create multiple groups and assign each user to one or more groups.

One administrator in charge of a large installation.

Create multiple groups corresponding with levels of importance or customers. No need to assign users because there is only one administrator.

ClosedTo create a navigation group
1 Hover over the item under which you wish to create a group.
• To group clients, hover over the blue system icon.
• To group virtual machines, hover over the desired Hyper-V or ESX Server.

Note:  To group virtual machines, you must be able to view VMs in the Navigation pane. If you do not see VMs, click the Gear icon at the bottom of the Navigation pane, check Show Virtual Machines in Navigation Tree, and click Confirm.

2 Click the folder icon that displays to the item’s right.

If the folder icon does not display (and the folder icon at the bottom of the Navigation pane has a red X), enable the Navigation grouping feature by selecting the folder icon.

3 Enter a Group Name.
4 (Optional) Select a color for the group. This allows for further distinction between each group. If a color is not specified, the default color is applied.
5 (Optional) Check the Set as default box to make the selected color the default.
6 Check the Configure Group box. The Add New Group window displays.
7 (Optional) Click the Users tab to add users to the group. For details, see To assign users to a navigation group. If no users are assigned, the group is visible to all Unitrends users with Superuser or Administrator privileges.

Note:  Unitrends users with Superuser or Administrator privileges are selected by default to see all groups.

8 (Optional) Click the Not in Group tab to see all items that are not in the group. Check boxes as desired to add items.
9 Review your selections on the Not in Group and In Group tabs to ensure the items display as desired.
10 Click Save.
ClosedTo modify a navigation group
1 Hover over the group name.
2 Click the folder icon to the right. The Edit Group window displays.
3 Edit settings as desired.
• To create a sub-group, click New Inner Group and set up just as you would a regular group.
• For details on settings, see To create a navigation group.
4 Click Save.

When an item is removed from a group, the item is returned to the original place in the Navigation pane

ClosedTo delete a navigation group
1 Hover over the group name.
2 Select the folder icon to the right. The Edit Group window displays.
3 Select Delete at the bottom left of the window.

When a group is deleted, all items are returned to their original place in the Navigation pane.

ClosedTo assign users to a navigation group

Use this procedure to assign a Unitrends user to a navigation group. The user must already be created before running this procedure. To create a Unitrends user, see To add a user.

Note:  To ensure that each user can only see ungrouped items and the groups assigned to them, be sure that the Unitrends user has been assigned the Manage privilege level.

1 Hover over the group name in the Navigation pane.
2 Click the folder icon to the right. The Edit Group window displays.
3 Check the Configure Group box. Available Unitrends users display on the Users tab.
4 Check the desired boxes to assign Unitrends users to the group. If you do not see the user, add it with Manage privileges. For details, see To add a user.
5 (Optional) Add Active Directory users by entering the username in the Active Directory Users field and clicking +. For details, see About Active Directory authentication.

Note:  The Active Directory username is just the name, not the domain.

6 Click on the Not in Group tab to add items to the group.
7 Click on the In Group tab to remove items from the group.
8 Click the Make selected users the default box to save these selections for future use in creating groups.
9 Click Save.