MA4000 Expense Management Cable Management User Guide - Issue 1
iv Figures
MA4000 Expense Management Cable Management User Guide - Issue 1
1
Introduction
The MA4000Expense Management Cable Management User Guide
provides all the information needed to use the Cable Management
application. The following topics are included in this chapter.
Chapter Topics• How This Guide is Organized
• Exploring Cable Management
1-1
How This Guide is Organized
Chapter 1
Introduction
Chapter 2
Cable Management Tools
Chapter 3
Cable Management Wizards
Chapter 4
Setting Up Infrastructures
Appendix
Product Functionality
This chapter outlines how to use the manual including the organization
and chapter layout of the MA4000 Expense Management - Invoice
Management Module User Guide.
This chapter defines the tools available within the application as well as
from the Cable Management main page.
This chapter describes the Wizards available to speed up the process of
setting up and documenting your infrastructures.
This chapter provides information on setting up the Geographical,
Companies, and Cabling infrastructures.
This chapter provides information for the Termination Hardware.
MA4000 Expense Management Cable Management User Guide - Issue 1
1-2 Introduction
Exploring Cable Management
Exploring the Cable Management Environment
The Cable Management interface is comprised of several helpful
sections. In keeping everything uniform, the actual look of the software
will remain the same throughout the different sections of the
application. By reviewing the layout of the interface, one can see a
navigator, a spreadsheet view area, a detail section, a locator area, and
helpful links all from the uniform exploration view. This environment
was built to satisfy all your documentation needs while remaining easy
to use and navigate.
The Cable Management Main Page
When you login to Cable Management, the first screen will be the Main
Page. The Main Page is the entry page to access all of Cable
Management's features. Every additional page you view in Cable
Management has a link back to the Main Page to make it easy to
navigate between the application itself and Cable Management's setup
tools and reports. The Main Page link is located near the top right-hand
corner of all Cable Management screens.
Figure 1-1
Cable Management Main Page—Links
The Main Page links are located in a column of five menus along the
right side of Figure 1-1.
MA4000 Expense Management Cable Management User Guide - Issue 1
Introduction 1-3
Cable Management Main Menu
The Cable Management Main Menu is on the right side of the Main Page
and consists of five submenus. A brief description of each menu link is
described below:
Cable Management menu:
• Launch Application - Launches the main Cable Management
function of documenting your network components.
• Help - Opens the online help feature.
REPORTS menu:
• Report Creator - Opens a pop-up window from which you can
generate a variety of reports.
TOOLS menu:
• User Defined Fields - Opens a pop-up window allowing you to
view and edit user-defined fields that appear in Cable Management
component detail views.
• Custom Fields - Opens a pop-up window allowing you to add,
edit, and delete fields you've added for component tracking
purposes.
• Security Log - Opens a pop-up window showing the user
transaction log.
WIZARDS menu:
• Each link opens the component-specific auto-numbering wizard.
This allows users to create multiple identifiers of documented
records with the same default information at the same time.
SETUP menu:
• Companies - Opens a pop-up window allowing you to add, edit, or
delete Companies in your documentation.
• Infrastructure - Opens a pop-up window allowing you to add,
edit, or delete items documented at the Campus, Outdoor Space,
Building, Floor, Indoor Space, Faceplate, and Port infrastructure
levels.
• General Settings - Opens a pop-up window allowing you to hide
or show certain sections of the application.
MA4000 Expense Management Cable Management User Guide - Issue 1
1-4 Introduction
The Cable Management Environment
Navigator Tree
The Navigator Tree, displayed in the upper left pane of the Cable
Management application, shows the physical and geographical layout of
your infrastructure. It allows you to move around the infrastructure
quickly and efficiently, regardless of the complexity of your
infrastructure. For instance, you can go to a faceplate in a work area, or
to a telecommunication space.
The Navigator Tree functions similarly to Microsoft's Windows Explorer.
Click th
Campus level, is displayed. This convention is followed throughout the
Navigator Tree's hierarchy. Click the + sign (which changes to a minus
sign) to display the next level on the tree.
Click the CompList View and Detail View areas are populated with information
filtered according to the selected category.
e + (plus) sign at the Company level, and the next level, the
any icon or anywhere on the Company name, and the
For example: If y
selection in the drop-down field, all assets for your company are
displayed in the List View spreadsheet. Click a building icon or a floor
icon, and you will see assets specific to that building or floor.
The Navigator Tree is easy to set up, using the Company and
astructure setup functions on the Setup menu on the Cable
Infr
Management Main Page. Once the tree is set up, any change, move,
upgrade, or addition is easy to locate and perform.
See “Hierarchy Descriptions” on page 1-4 for further explanation and
navigation assistance.
ou click the Company icon, and then click the Assets
Hierarchy Descriptions
The hierarchy layout in the Navigator Tree is set up as follows:
MA4000 Expense Management Cable Management User Guide - Issue 1
Introduction 1-5
Company - The company is the highest-level component in Cable
Management. It's the starting point for managing your cabling
infrastructure. Even if you only manage the infrastructure for a single
company, you still need to define the company before setting up cabling
infrastructure.
Campus - Your company may have only one location, and in that case
you would create only a single campus. But many companies conduct
business in a number of locations. The campus feature in Cable
Management makes it possible to manage infrastructure specific to each
location.
Outdoor Space - You can also set up an outdoor space such as a
Manhole or a Utility Pole. After spaces are in place, you can start to
specify cabling and hardware.
Building - Each campus you set up will include buildings that contain
spaces that house components of the infrastructure. Your company may
have one building, or numerous buildings that can be interconnected by
cabling components.
Floor - Floors in buildings are the next level of geographical
infrastructure you create in Cable Management.
Indoor Space - In Cable Management, a Room, Telecommunications
Space, Cubicle, Hallway, Warehouse, Kitchen, or Office is considered to
be an Indoor Space.
Faceplate - While many elements of cabling infrastructure can be
added at any time after the geographical infrastructure is set up,
Faceplates should be set up first. Faceplates are usually attached to a
Work Area such as an office.
Whatever level of the Navigation Tree you select is highlighted. In
addition, when you let your cursor hover any item on the tree, a floating
box will open with the name and type of infrastructure item. If the item
is a Faceplate, the box will also include the ports connected with it.
Location Info
The Location Info section is directly beneath the Navigator Tree on the
left side of the Cable Management screen. No matter how elaborate
your infrastructure, the Location Info section displays where you are
according to your highlighted selection in the Navigator Tree. See
“Hierarchy Descriptions” on page 1-4.
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1-6 Introduction
List View
The upper half of the right pane is the List View. Also referred to as the
List View pane or List View area. The List View resembles a spreadsheet.
Clicking any category in the drop-down list in the upper left corner of
this pane displays a list of records in the chosen category for the
Navigation Tree level you're at. The drop-down list includes the following
infrastructure categories:
• All items
• Assets
• Termination Hardware
• Horizontal Links
• Backbone Cables
•Pathways
•Firestops
•Grounding
•Splices
• Contacts
Your location in the Navigator Tree filters the records seen in the List
View pane.
For example: If you are at the building level in the Navigator Tree, and
have selected Horizontal Links in the drop-down field, you will see all the
records for Horizontal Links within that building.
Clicking a column heading sorts the records by that column in ascending
order; clicking on the column heading again will sort it in descending
order.
For example: If you select Horizontal Link and then click on the Cable
ID column, the horizontal links are sorted in ascending order according
to Cable ID. An up-arrow appears next to the column heading indicating
that the list is sorted in ascending order. Click again and the arrow
points downward, indicating the records are sorted in descending order.
The first column of the List View pane consists of a clickable button that
allows you to display the detailed view for that component in a pop-up
window. This lets you have side-by-side views of components, which
you can minimize, expand, and move around on your screen. It also
allows you to move to another section of Cable Management while
keeping the detailed-view pop-up windows open.
MA4000 Expense Management Cable Management User Guide - Issue 1
Introduction 1-7
1of 6]
The following table describes the user buttons along the top of the List
View pane (Table 1-1):
Table 1-1
User Buttons
ButtonDescription
The Copy button will allow you to duplicate the item being copied for
an easier way of building specific network components.
The Add button allows you to create a new record in whichever area
you have selected.
The Delete button allows you to delete a record.
The To Clipboard button copies whatever information is in the
current table to the computer's clipboard for pasting into any other
application.
The To Excel button opens a browser window with the data in the
table formatted as a Microsoft Excel spreadsheet. You can print it or
save it as an Excel file.
The Print Details button enables you to print details of an individual
record (i.e., not everything in the list) as an HTML-formatted report
in your Internet browser.
The Search button opens another window containing the records
currently in the List View table, where you can enter a search string
and initiate a search of the records in the table.
The Previous and Next buttons allow the user to navigate between
pages of spreadsheet views.
This section also serves as a counter for the number of items
viewable within a selected area.
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1-8 Introduction
Detail View
When a List View category is selected, the Detail View in the lower half
of the window displays details of the selected record from the List View
table. You can change to a different record by selecting a different row
in the spreadsheet, either by scrolling down through the records using
the arrow keys or clicking on a record with your mouse pointer. The
Detail View display is linked to the selection chosen in the List View.
For example: If Termination Hardware is selected, the Detail View shows
tabs Termination HW Info and Port/Pos. Details. The tabs shown in the
Detail area will change according to the category selected in the dropdown field, and sometimes will even change in the same category but
with different types. This will occur throughout the application as the
tabs are associated and used for each category and for the different
types of items in those categories.
When an item in the List View area is selected, the Info tab in Detail
View always gives detailed attributes of the selected record. The
remaining Detail View tabs usually show information about how that
record is connected to other cabling elements.
For example: When selecting a record on the Horizontal Links (HL) dropdown list in the List View, the Detail View tabs have specific data about
the horizontal link:
• The Hardware Sequence tab shows the hardware sequence for the
selected cable.
• The Connected Backbone tab lists backbone cables connected to the
HL and permits the user to connect backbone cables to that horizontal
link.
• The Pathways Used tab does the same for Pathways containing HLs.
• The Notes and Attachments tab shows all associated notes to the
selected cable and all attached items.
• If the horizontal link is a voice link, an extra tab exists called Key
Sheet that contains data input by the user about the phone
connection.
• If the Horizontal Link category is selected, and you change to a
different space on the Navigator Tree, the information populating the
List View and Detail View will change as you move to the different
space. If, for example, you move up to a higher level on the tree, all
the horizontal links for that level and space are shown in List View.
Detail View will contain details of the first record in that group by
default, or the last record you highlighted.
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Introduction 1-9
NOTE
NOTE
Attachments
Cable Management has attachment capability that can be found
throughout the application. This capability can be found at every level of
your infrastructure, along with everything being tracked about your
infrastructure, down to each individual component. An attachment can
be added at any level to better enhance your documentation needs.
An attachment may be any file needed to better illustrate needed
informati
on about your network. These attachments may be network
drawings, digital photos, MS Excel documents, MS Word documents, and
more. By using this capability and using it correctly, your
documentation, network drawings, photos, and all other needed files are
stored in one easy-to-reach location.
Adding an Attachment
Step 1In the Attachment area, click Add.
Step 2In the Attachment pop-up window, click Browse to locate your
attachment.
You may type specific comments within the pop-up window.
Step 3Click OK to close the Attachment pop-up window. Once the pop-up
window closes, the attachment will be located in the Attachment area
with a Time/Date/User stamp on it. A message stating "Attachment
successfully attached " will appear. Click OK.
Step 4Click the Save button so all attachments and changes will be saved
correctly.
If an attachment is given an identical name of one already added in the same section
of Cable Management, the second attachment will not be saved, even if the first
attachment has been deleted. If this occurs, choose a different name for the
attachment file.
Viewing an Attachment
Step 1Locate your attachment within Cable Management.
Step 2Click on the View link next to your attachment. The file will launch in an
HTML-formatted window.
Step 3Close the HTML window when you have finished viewing the file.
MA4000 Expense Management Cable Management User Guide - Issue 1
1-10 Introduction
NOTE
Deleting an Attachment
Step 1Locate your attachment within Cable Management.
Step 1Click on the Delete link next to your attachment for complete deletion of
the file.
Step 1Click OK on the pop-up message that appears when you are positive
that deletion of the selected note is needed.
Step 1Click the Save button once deletion has completed to save and update
all components.
Deleting an attachment does not delete the file from the Cable Management server;
it only deletes its connection to the Cable Management component.
Notes
Cable Management has Notes capability located throughout the
application. This capability can be located at every level of your
infrastructure and also within the Notes and Attachments tab in the
Detail pane for every component being tracked. Beyond these areas of
the application you can also attach notes down to the port level of a
piece of hardware and also down to the strand level of a cable for
example. With this capability, individuals can relay information to others
and save specific needed notes for future use. By using this
functionality, your notes can assist all users in recalling needed
information and also better document your network by providing
additional space for valuable information.
Adding Notes
Step 1Within the Notes area of the application, type your notes into the given
Notes box.
Step 2Click Save in order for your notes to be saved properly. After the Save
button has been clicked, the note will move below the Notes box. The
newly created line with your entered notes will also contain a Time/Date/
User stamp.
Adding additional Notes to the Port or Strand Level
This capability can be found in both the hardware or backbone cable
on of the application.
porti
• In the Termination Hardware area under the Port/Position tab this
ility will be found down to the Port/Strand level.
capab
• In the Backbone Cables area under the Pair/Strand Details tab this
capab
ility will be found down to the Pair/Strand level.
Within these tabs, to the far right of each row will be a Notes col
Step 1Click on the selection button for the item needed to receive a Notes pop-
umn.
up window.
Step 2Type in the needed notes and click OK to close the pop-up window.
MA4000 Expense Management Cable Management User Guide - Issue 1
Introduction 1-11
NOTE
Step 3Click Save in order for your notes to be saved properly. Once you have
clicked the Save button, a check mark appears in the selection box
illustrating a saved note for that item.
At this level, notes can be deleted or changed by going through the same steps (Step
1 thru Step 3), as stated above. No additional links will be found at this level, since all
capability is specific to the level being reviewed for the component in question.
Deleting Notes
Step 1Locate your Notes within Cable Management.
Step 2Click on the Delete link next to the Note(s) you want to remove for
complete deletion of the attached Note file.
Step 3Click OK on the pop-up message that appears to complete deletion of
the selected note.
Step 4Click Save to save and update all components once deletion has been
completed.
Revision Log
At every level of the infrastructure, each component's Detail View lists
the user name of the individual who added the component to the
structure and the date/time stamp of when it was added.
Any changes made to this component's documentation in Cable
Management
are tracked, and the last change made is also noted by
user name and date/time stamp on the Detail View.
The Revision Log is view
-only for an administrator level access; no
fields can be changed.
MA4000 Expense Management Cable Management User Guide - Issue 1
1-12 Introduction
MA4000 Expense Management Cable Management User Guide - Issue 1
2
Cable Management Tools
The following topics are included in this chapter.
Chapter Topics • Cable Management Tools Available Within the Application
• Cable Management Tools Accessed from the Cable Management Main
Page
Cable Management Tools Available Within the Application
2-1
Multi-View Multi-Task Capability
Cable Management has the ability to allow for multi-viewing and multitasking while navigating throughout the application. Within the
application launch and in the spreadsheet view, each row will have a
button to the far left of each row in every single area of the application.
If this button is selected, a pop-up window will appear displaying the
Detail area for the item selected. The User can then open another item
for side-by-side comparisons as needed. You are not limited to the same
area, as a user may open a piece of hardware, minimize that screen,
and then open a backbone cable using the same technique for
comparison viewing of those two items.
Pop-up windows are an essential part of Cable Management and will not
limit but instead enhance your working capability. When any pop-up
window appears that may be needed a short while later, you can
minimize the screen and continue working and then restore the screen
again without having to return to where the screen was originally
accessed. For example, you can go to the home page and click on
Report Creator, then minimize the creator screen and then launch the
application to continue working. After a while you may need another
report, so you simply restore the screen to create the report without
having to go back to the home page to gain access to this tool. This
Cable Management feature saves time and makes the application easier
to use.
MA4000 Expense Management Cable Management User Guide - Issue 1
2-2 Cable Management Tools
NOTE
NOTE
Window Sizing
Cable Management allows for the different areas of the main screen
within the normal application view to be resized as the user sees fit.
After clicking on the Launch Application link on the Cable Management
home page, the screen will be divided into four key areas: the Navigator
Tree, the Location Info area, the List area, and the Detail area. The user
can utilize Cable Management's grab-and-drag capability by placing the
mouse pointer over any of the dividing lines between these areas and
holding it down. Many users enjoy viewing several items in a
spreadsheet view and can do so by grabbing the dividing line between
the List and Detail areas and dragging it down to multiply the number of
items accessible in the spreadsheet view.
These areas can be resized repeatedly and manipulated according to user need.
Search Function
Records shown in the List View table of the Cable Management window
can be searched across multiple fields, using whatever search text you
enter.
Using the search function
Step 1In the Navigation Tree, highlight the level of the records you wish to
search for (for example, Company, Building, Floor, and so forth).
Step 2 In the List View, select from the drop-down category list to choose the
records to search.
Step 3Click the Search button above the table.
Step 4A separate window will appear containing the records of the
infrastructure level and category you already chose. In the Search Text
box, enter your search string.
Step 5Click the Search button. The data in the table will change to display only
those records containing your search text. (If there are no records with
that text, a message box will alert you.)
From the search window, you can change the component category from the dropdown list and perform another search. However, to change the level on the Navigator
Tree, you must return to the Cable Management window and highlight the new
location on the Navigation Tree.
From the search window, you can also do the following:
• Copy the table data to the clipboard for pasting in another application.
• Export the table data to a Microsoft Excel spreadsheet.
• Print the detail report for the currently highlighted item in the table.
• Use the standard table sorting and it
all Cable Management tables.
• Click the box in the first column by any item to open the Detail View
for tha
t item and make any changes.
em section features available on
MA4000 Expense Management Cable Management User Guide - Issue 1
Cable Management Tools 2-3
Quick Set/Quick Insert Buttons
Throughout Cable Management where you choose a location for a
component or, in the Cable Path, where you insert a component, you will
find shortcut buttons (Quick Set and Quick Insert) that allow you to
quickly choose a location.
When you click on the Quick Set or Quick Insert button, the Navigator
Tree is highlighted (its background turns blue), and you can simply click
on the location on the tree to incorporate the information for that
location into the component's detail record.
View Most Recently Added Items
Many fields in the Detail View in Cable Management have a Recent
button next to them. When you place your cursor over this button, a
floating window will appear that displays the following:
• The 10 most recently modified items in that component category, and
the date each was modified.
• The 10 most recently added items in that component category, and
the date each was modified.
This information is particularly helpful when adding or modifying
component information.
Copy Capabilities
Cable Management provides several options for copying existing data to
other locations in Cable Management or to entirely separate
applications, such as Microsoft Excel and Word. These copy capabilities
are always available in the List View pane and can be used by clicking on
any of these three buttons:
•Copy
•To Excel
• To Clipboard
Copy Button
Cable Management's Copy capability is a great time saver available
throughout the application. This feature is always located in the List
View pane and can be used by clicking on the Copy button. If used
properly it will minimize typing time and user errors. The Copy
capability allows a selected item to be completely copied into the Detail
View area, where you can then modify any information. This is
especially helpful for creating new components that closely resemble
already-built components.
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2-4 Cable Management Tools
NOTE
Using the Copy function
Step 1In the List View, select the component you wish to copy.
Step 2Click the Copy button.
Step 3A **new record** row will be added to the List View table, and the data
Step 4When you've finished with your changes, click the Save button above the
Ensure that before saving the newly duplicated item, you change all fields that must
be unique from the copied original. Cable Management will display messages above
the Detail View when you save the copied data without making the necessary
changes to those fields, and you cannot add the new record until you make the
required changes.
To Excel Button
The Copy to Excel feature allows you to export the entire spreadsheet in
the List View directly to Excel.
you copied will be displayed In the Detail View pane, where you can now
make the necessary changes in the specific fields.
Detail View pane. The component information you just copied and
modified will fill in the **new record** row on the List View table.
Using the copy to Excel:
Step 1With the information you want to copy displayed in the List View table,
click the To Excel button.
Step 2An Excel file will open with all the List View data displayed just as it is in
Cable Management. You can now modify it, save it as an Excel
spreadsheet, print it from Excel, and so forth.
To Clipboard Button
The Copy to Clipboard feature allows you to copy the entire spreadsheet
in the List View to your computer's clipboard, from where you can
paste it into any other application.
To copy to the clipboard
Step 1With the information you want to copy displayed in the List View table,
click the To Clipboard button.
Step 2Open the application (for example, Word, Lotus, and so forth) you wish to
paste the information into.
Step 3In the application, choose the Paste function. All the data in the current
List View spreadsheet will be copied as rows of text in that application,
and you can save it in that file format, modify it, print it, and so forth.
MA4000 Expense Management Cable Management User Guide - Issue 1
Cable Management Tools 2-5
Circuit Trace Tool
About the Circuit Trace Tool
Cable Management's Circuit Trace Tool allows you to view, in both text
and graphic format, all the components of an individual circuit. Circuit
tracing is especially helpful in identifying the source of a problem in the
network or in viewing a circuit in diagram form.
With the Circuit Trace Tool, you can:
• Choose a port or pair/strand and view a table listing details of its
circuit infrastructure.
• View a modifiable graphical diagram of the circuit infrastructure.
• Click to change the trace point, and thus the table and diagram
information.
• Print the detailed information and graphical diagram.
Accessing the Circuit Trace Tool
The Trace Tool is accessible from four Detail View screens within Cable
Management:
• Ports tab of the Assets Detail View
• Port/Position tab of the Termination Hardware Detail View
• Pair/Strand Details tab of the Backbone Cables Detail View
• Cross Connects tab of the Backbone Cables Detail View
To access the Circuit Trace Tool
Step 1From the Cable Management Main Page, click Launch Application.
Step 2Highlight the trace point component in the List View.
Step 3In the Detail View for that component, click the appropriate tab:
—Assets: Ports tab
—Termination Hardware: Port/Position tab
—Backbone Cables: Pair/Strand Details tab or Cross Connects tab
Step 4Click the box in the Trace column for the component whose circuit you
wish to view. A separate window will open displaying the details in table
and graphic formats.
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2-6 Cable Management Tools
Viewing Circuit Information
The Circuit Trace window consists of two main elements:
•A table that lists the detailed location of each component in the
circuit. The highlighted item in the table that is the component from
where the trace is being conducted. The other items show the circuit
in both directions until the endpoints.
•A graphical diagram with each component and connection illustrated.
Each graphic also displays the ID of the component, a link to view the
Navigation Tree showing its location (hardware only), and links to
view all the ports or pairs/strands connected to that component - both
taken and available. Lines linking the images indicate how the
components are connected, with bolder lines indicating a crossconnection at that point.
Show/Hide Table or Diagram
• To hide either or both the table or diagram, click the Hide Table or
• When hidden, the link will change to Show Table or Show
Hide Diagram link.
Diagram. To redisplay that element, click the Show Table
(Diagram) link.
Invert Table
To show the components listed in reverse order on the table, click the
Invert Table button. (This only changes the order of the table - not the
diagram.)
Copy to Clipboard
To copy the information in the table to the clipboard for pasting into
another application, click the Copy to Clipboard button. (Only the
table is copied - not the diagram.)
Print
The print function will send whatever is currently displayed in the
Circuit Trace window to the printer.
To print the circuit trace information
Step 1Make sure the elements you want to print (table and/or diagram) are
showing in the window.
Step 2Click the Print button.
MA4000 Expense Management Cable Management User Guide - Issue 1
Cable Management Tools 2-7
NOTE
NOTE
Arranging the Diagram
The default arrangement for the graphic diagram is a straight line from
left to right. You can change it to one of three other arrangements, or
you can manually rearrange the components.
To change the structure of the d
following:
Step 1Place your mouse over the Arrange link to open a floating menu.
Step 2Click on one of the structures shown in the menu. The images and
connecting lines will change to reflect that structure.
- OR -
Step 3Rearrange the diagram manually using the drag-and-drop function to
move the images around on the screen. The connecting lines will
automatically move with the component illustrations. This capability is
often used to arrange the components to replicate their actual physical
layout.
A manual rearrangement of the diagram remains only while you keep the window
open. Once you close that Circuit Trace window, the diagram will resume the default
structure.
iagram, choose one of the
Viewing a Component's Detail
From the Circuit Trace window, you can open a pop-up window
displaying the Detail View information for any component shown in this
window.
Viewing a component's Details View information
Step 1Click the component's ID link in the box containing its illustration.
Step 2A pop-up window will appear, displaying the Detail View for that item.
Changing the Trace Point
You can change the trace point from within the diagram by choosing
another port or pair/strand for any component. This will change the
information on the table and the diagram.
Step 1In any of the illustration boxes, click either the ports or pairs/strands
link for that item.
Step 2A drop-down menu of all ports and/or pairs/strands connected to that
component will be displayed, including which ones are taken and which
are available. Click on the link for the one you want to trace from.
Step 3With the new port or pair/strand as the trace point, the table and diagram
will change to show all components of that circuit to its endpoints.
You can also open a new trace point table/diagram in a pop-up window to see the
different paths side-by-side. To do so, hold down the Shift key as you click on the link in Step 2.
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2-8 Cable Management Tools
NOTE
Cable Management Tools Accessed from the Cable Management
Main Page
User Defined Fields
Cable Management has drop-down fields in the Detail View area of the
screen throughout the application. Some of these fields will appear with
libraries of items already built in, while many will appear black.
• If a library of items is present and can be used, you may access it by
ng a selection.
maki
• Alternately, if the drop-down is blank or does
information, use the Edit button next to the drop-down to type in the
necessary information. Then click the Save button, ensuring that
Cable Management adds this to the drop-down libraries and saves it
for future use.
not contain needed
The link for User D
efined Fields resides within the Tools section of the
Cable Management Main Page menu. After clicking this, the Field Editor pop-up window appears. By using the drop-down field, you can
select any field throughout the application that has a drop-down
designation and edit capability next to it in the Detail area. Upon
selecting the field for review from the drop-down list, all components for
the field in use will appear in the box beneath the drop-down. The user
can then correct an item spelling or completely change its properties.
You cannot add an item to the drop-down within this section. This must
be conducted using the Edit button in the Detail area.
Using the User Defined Fields tool creates widespread change for a given field. For
example: If your company has all Dell computers and you complete a change to
Toshiba computers, you can use this tool to highlight Dell and type Toshiba in its
place, implementing a global change from Dell to Toshiba. This applies to all dropdown fields, but only those items in use will appear in this tool (although more items
may be visible in the Detail area when the drop-down category is selected).
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NOTE
Custom Fields
Cable Management allows you to define up to 10 additional fields for
tracking and displaying data in the component tables. These additional
fields can be customized for:
• Assets
• Asset Ports
• Backbone Cables
• Backbone Pairs/Strands
• Contacts
• Horizontal Links
• Termination Hardware
• Termination Hardware Ports/Positions
For example:
three customized labeled fields to track aspects of this computer type.
Or, a user could add a new phone type and define seven customizable
fields to track specific data about that phone type.
A user might create a new computer type and then define
Creating customized fields
Step 1From the Main Page, click the Custom Fields link in the TOOLS menu.
-
- OR
From within the Cable Management application, on the Det
the component category for which you wish to add custom fields, click on
the ellipse (. . .) button next to the Type field.
Step 2When the Customizable Fields window pops us, click the Add button.
Step 3A new row will be added to the table in the window. Enter the information
for the new field in the columns of that row.
Step 4In the Description fields, enter the desired field name.
Step 5Click Save.
The custom fields you add will appear either as additional fields
splayed on the Detail View for a component, or will appear in a
di
separate pop-up window when you click the box in the Other column of
a table in either the List View or Detail View, depending on the type
of component.
When the Customizable Fields window is open, you can use the drop-down list at
the top to switch to a different component type for which you want to add custom
fields. At any time, you can add fields to a type (up to the ten-field limit), re-label a
field, and add or remove types. Before you add a field, it's a good idea to review the
existing data in the Customizable Fields window, as you may be able to use types
already added, thus avoiding unnecessary duplication.
ail View of
MA4000 Expense Management Cable Management User Guide - Issue 1
2-10 Cable Management Tools
Security Log
Cable Management tracks every transaction by every user who logs into
the application, recording the user's name and the date and time of the
transaction. For every record, Cable Management displays a Revision Log (under the Notes and Attachments information) listing the user who
added the record and when it was added, and also the names of users
who modified it and when.
This information is also provided, along with the user names and dates
of other Cable Management transactions, such as logging in and logging
off, in a Security Log for administrative purposes.
Viewing the Security Log
Step 1On the Cable Management Main Page, click the Security Log link in the
Step 2A pop-up window will display with the Security Log items displayed in a
TOOLS menu.
table.
From this window you can:
—Change the type of transactions displayed by clicking a differing
category in the Log Type drop-down list.
—Search the items in the table by entering a string in the Search Text
field and clicking the Search button.
—Search for a specific date range by changing the dates in either or
both Date Range fields, and then clicking Search.
—Export the data to an Excel spreadsheet by clicking the To Excel
button.
—Change the sort order from ascending to descending, or vice versa, of
any of the columns.
For example: To view all the logins on a specific date, select LOGIN
from the drop-down Log Type list, enter the start and end dates in the Date Range fields, and click Search.
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NOTE
General Settings
Cable Management's General Settings capability is located on the
Cable Management Main Page via the General Settings link under the
SETUP section of the menu.
When the General Settings link is select
window appears. This tool is meant for hiding specific areas of the
infrastructure that are not in use. Within the pop-up window, the user
can select the areas to hide by selecting the box and then pressing the
SAVE button to close the pop-up window. These areas will be hidden
throughout the application and can be reinstated for future use by
following the same process.
ed, the Hide Sections pop-up
The areas that can currently be hidde
n are listed as follows:
•Pathways
•Firestops
•Grounding
•Splices
The four areas listed above are very important areas of your infrastructure. Using
Cable Management to document these areas is recommended, but hiding these
areas and not using them is up to the user's discretion. Most importantly, these
sections can be hidden and reinstated at any time depending on user preference.
MA4000 Expense Management Cable Management User Guide - Issue 1
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MA4000 Expense Management Cable Management User Guide - Issue 1
3
Cable Management Wizards
The following topics are included in this chapter:
Chapter Topics• About Cable Management's Wizards
• Infrastructure Setup Wizards
• Documentation Wizards
3-1
About Cable Management's Wizards
Cable Management offers a number of wizards that speed up the
process of setting up and documenting your infrastructure. Each wizard
can be used to build several identifiers in the same location, so you can
default information that remains the same for all components being built
at that time.
Infrastructure Setup Wizards help you speed up the process of setting
up your geographical infrastructure.
Documentation Wizards help you autonumber and autoname the
following components:
•Ports
• Horizontal Links
• Assets
•Backbones
• Termination Hardware
Recommendation: Wizards should be used properly and carefully so
nothing within your documentation is altered in any manner. It's a good
idea to underestimate the number of components needed and use the
wizards to document in small blocks of items. By doing so, the
individuals documenting can verify all is being documented correctly in
all areas of the application as intended. Since the wizards don't
complete everything needed, by creating small blocks of components at
a time the user can go through the application quickly to complete the
MA4000 Expense Management Cable Management User Guide - Issue 1
3-2 Cable Management Wizards
WARNING
needed documentation. See the warning below for additional reasons for
these recommendations.
Although several items can be built within seconds, the application has no global
delete capability. Given this, deletion still must be completed by going to each
specific item and deleting the items one by one. The above recommendations for
using the wizards should be reviewed to safeguard against any problems.
Infrastructure Setup Wizards
Infrastructure setup wizards streamline the process of setting up or
adding to your infrastructure, from the Company level down to
Faceplates. They appear whenever you click the Companies or
Infrastructure links in the SETUP menu on the Main Page. The
infrastructure setup wizards are designed to quickly build geographical
locations with the least amount of data entering.
When you set up any component of your infrastructure, the Cable
Management
You can add a component one at time using the Add button, or you can
add multiple components of that type using the Wizard button.
screen will display the buttons Add, Delete, and Wizard.
Using an infrastructure setup wizard
Step 1Depending on what you are documenting, click either the Companies
link or the Infrastructure link in the SETUP menu on the Main Page.
Step 2To use the Companies setup wizard: Click the Wizard button on the
pop-up window that appears.
- OR -
To use any of the other infrastructure wizards: Click the component
on the Navigator Tree for which you wish to add the components. (For example, if you want to add floors to a building, click on that building on
the Navigator Tree.)
Step 3After clicking the Wizard button, an Infrastructure Wizard pop-up
window will appear with detailed instructions on how to add the
components.
Step 4Enter the appropriate information in the fields, and then click the Preview
button. The preview pane will show the list of items as they will appear in
the Cable Management records. If you wish, you can change or re-enter
the information in the fields and Preview the changes.
Step 5When you are satisfied with the list of components, click OK. The wizard
window will close, and the components you added will be listed in the
table on the Cable Management screen.
Step 6Review the items in the table. They have not yet been added to the
database and can be discarded if necessary. Do the following:
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Cable Management Wizards 3-3
WARNING
—If the information is correct, click the Save button. The Navigator Tree
will be updated with the infrastructure components you created.
—If there's an error on the list, you can discard the additions by clicking
in a
different section of the Navigator Tree and then clicking OK on
the dialog box that appears.
Recommendation: Wizard
s should be used properly and carefully so
nothing within your documentation is altered in any manner. It's a good
idea to underestimate the number of components needed and use the
wizards to document in small blocks of items. By doing so, the
individuals documenting can verify all is being documented correctly in
all areas of the application as intended. Since the wizards don't
complete everything needed, by creating small blocks of components at
a time the user can go through the application quickly to complete the
needed documentation. See the warning below for additional reasons for
these recommendations.
Although several items can be built within seconds, the application has no global
delete capability. Given this, deletion still must be completed by going to each
specific item and deleting the items one by one. The above recommendations for
using the wizards should be reviewed to safeguard against any problems.
Documentation Wizards
The wizards accessible from the Cable Management Main Page are
designed to minimize the data entry involved in documenting multiple
network components at the same time. Each wizard can be used to build
several identifiers in the same location, so you can create default
information that remains the same for all components being built at that
time.
From the Cable Management Main Page, you can directly access the
lowing wizards:
fol
• Horizontal Link AutoNumbering Wizard
•Asset AutoNumbering Wizard
• Backbone AutoNumbering Wizard
• Termination Hardware AutoNumbering Wizard
The wizards allow you to quickly set up multiple records for the
component t
scheme as you wish.
Some examples are listed below:
• You could set up a numbering sequence as simple as 1-1
1, A-2, etc.
• At the other extreme, you could set up a numbering sequence with up
to 10
characters where the first one might like this: EM-1A_123/A-1 C-a\1 1 and the last in the series would be: EM-5C_333/J-9 E-p\9.
Each wizard includes Vi
would look, as well as a Preview button to let you see all the items
listed out before you save them in the database.
ype, using as simple or as complex a naming or numbering
, 1-2, or A-
numbers or characters, separated by spaces or special
ew Sample to see how your numbering scheme
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3-4 Cable Management Wizards
WARNING
The naming/numbering feature of these wizards all function in the same
way. Other information entered into the wizard is specific to the
particular component type.
Port Naming Wizard
A fifth documentation wizard, the Port Naming Wizard, can be
accessed on either the Ports tab of the Assets screen or the Port Positions tab of the Termination Hardware screen. This wizard
allows you to generate or rename all ports on a given asset, though you
can still rename any port individually.
The Port Naming Wizard operates in
four documentation wizards, except that it allows for only 5 (rather than
10) separate components of a naming/numbering scheme.
Recommendation:
nothing within your documentation is altered in any manner. It's a good
idea to underestimate the number of components needed and use the
wizards to document in small blocks of items. By doing so, the
individuals documenting can verify all is being documented correctly in
all areas of the application as intended. Since the wizards don't
complete everything needed, by creating small blocks of components at
a time the user can go through the application quickly to complete the
needed documentation. See the warning below for additional reasons for
these recommendations.
the same general way as the other
Wizards should be used properly and carefully so
Although several items can be built within seconds, the application has no global
delete capability. Given this, deletion still must be completed by going to each
specific item and deleting the items one by one. The above recommendations for
using the wizards should be reviewed to safeguard against any problems.
MA4000 Expense Management Cable Management User Guide - Issue 1
4
NOTE
Setting Up Infrastructures
Chapter Topics• Setting up the Geographical Infrastructure
• Setting Up Companies
• Setting Up the Cabling Infrastructure
Setting up the Geographical Infrastructure
4-1
About the Infrastructure
Once you are familiar with the Cable Management environment, you can
begin setting up geographical infrastructure. This infrastructure holds
the main components of the location you are documenting, including
Company, Campus, Buildings, Floors, Indoor Spaces,
Telecommunications Spaces, Outdoor Spaces, and Faceplates. Upon
setting up the geographical infrastructure, you can proceed to “Setting
Up the Cabling Infrastructure” on page 4-10.
Your entire geographical infrastructure does
once. You can begin the process by defining certain locations and then
begin the documentation process for those areas while later adding to
your geographical infrastructure as a growing task. The system will only
require you to have the infrastructure built to the level you wish to
associate network components to.
Recommendation:
process of adding more than one item by using the Wizard. When
you're on any component screen of the Setup>Infrastructure area of
Cable Management, you can add items one at a time by clicking the Add
button, or you can add them all at once by clicking the Wizard button.
Although you aren't required to set up your entire geographical infrastructure, you
must create the basics of one before you can set up any cabling infrastructure.
For any level of infrastructure, you can speed the
not need to be set up all at
MA4000 Expense Management Cable Management User Guide - Issue 1
4-2 Setting Up Infrastructures
NOTE
NOTE
Setting Up Companies
The company is the highest-level component in Cable Management. It's
the starting point for managing your cabling infrastructure. Even if you
only manage the infrastructure for a single company, you still need to
define the company before setting up cabling infrastructure.
To set up a Company:
Step 1Select Companies from the Setup area on the application Main Page.
Step 2Click the Add button for every company you are setting up, and fill in
Step 3Click the Save button when you have finished adding all companies.
The very first time you enter Cable Management, the Company Info window is
automatically displayed. Each company's name will appear on the Navigator Tree
next to a company icon.
• You can remove a company by selecting Companies from the SETUP
section of the Main Page menu.
• If the company has no subordinate items, such as campuses and
buil
another. If you try to remove the company while items exist
underneath it, a Cable Management warning box pops up: "The
company cannot be deleted until subordinate items are removed."
The Company Info window appears via a pop-up window.
name, address, city, and phone for each.
dings, you can click Remove to remove the company and add
Setting Up Infrastructure within a Company
Campuses
Your company may have only one location, and in that case you would
create only a single campus. But many companies conduct business in a
number of locations, and the campus feature in Cable Management
makes it possible to manage infrastructure specific to each location.
In the below areas, these geographical components will be built by selecting the
Infrastructure link in the SETUP section of the Cable Management Main Page menu.
When this link is selected, the application's viewable window will show the Navigator Tree and Location Info area on the left side of the screen while the entire right side
of the screen will display different Info areas depending on the highlighted location in
the Navigator Tree for the specific item being built.
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Setting Up Infrastructures 4-3
NOTE
Adding a Campus
Step 1Go to Infrastructure in the setup area on the application Main Page.
Select the company where the campus will reside. The Company Info
window for that company will appear.
Step 2Click the Add button. Enter the name and location of the campus in the
right-hand frame of the window. Repeat for each campus within your
company.
Step 3Attachments and Notes are available as needed. In the Company Info
window, you may insert a Company drawing by clicking the Add link in
the Att
company in the Notes area of this page as well.
Step 4Click Save when you have entered all campus information.
Step 5A plus sign appears next to the company icon in the Navigator Tree
indicating that there is infrastructure information at the next level down.
Click plus (+) changing it to a minus (-) to expand and view that
information. Each campus name appears next to the campus (buildingcluster) icon.
achments area. You may add comments pertaining to the
Remove a Campus:
Step 1Highlight the company, which will bring up the Company Info screen.
Step 2Select the Campus to be deleted.
Step 3If the campus has no subordinate items, such as buildings, you can click
Remove to remove the campus and add another. If you try to remove the
campus while items exist underneath it, a Cable Management warning
box pops up: "The campus cannot be deleted until subordinate items are
removed."
Step 4Click Save to complete the deletion. The campus's name will be
removed from the Navigator Tree.
Although you add and remove a Campus through the Company Info screen, the
Attachments and Notes sections apply to the Company.
Buildings
Each campus you set up will contain buildings that contain spaces that
house components of the infrastructure. Your company may have one
building, or numerous buildings that can be interconnected by cabling
components. After spaces are in place, you can start to specify cabling
and hardware.
Adding a Building
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-4 Setting Up Infrastructures
Step 2Highlight the Campus where you wish to add spaces and buildings by
Step 3The Campus Info dialog screen appears with the campus name in the
Step 4Click the Building List radio button. Click the Add button to add a new
Step 5Enter the Name and Location(s) of the buildings. Click Add for each
Step 6A plus sign will appear next to the campus icon indicating that there is
Removing a Building
Step 1On the Main Page, select Infrastructure on the SETUP menu.
clicking on the Campus icon or name.
title bar and Attributes frame.
Building. The Attachments area allows you to insert a drawing. You may
also add text information about the space or building within the Notes
area.
additional Building. Click Save when you are finished.
infrastructure information at the next level down. Click plus (+) changing
it to a minus (-) to expand and view that information. A building icon
appears next to the name of each building on the Navigator Tree.
Step 2Highlight the Campus where you wish to delete a building by clicking on
the Campus icon or name.
Step 3Click the Building List radio button.
Step 4Select the building you wish to remove, and click the Delete button. If
there are floors associated with the building, a Cable Management
warning box pops up: "The space cannot be deleted until subordinate
items are removed first."
Step 5Click Save to complete the deletion. The building's name will be
removed from the Navigator Tree.
Floors
Floors in buildings are the next level of geographical infrastructure you
create in Cable Management. Floors may contain communication
spaces, conference rooms, telecommunications spaces, offices, cubicles,
hallways, storage, and so forth that in turn house cabling elements and
hardware.
Adding a Floor
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2In the Infrastructure Setup area, highlight the building name or icon
where you wish to add floors.
Step 3The Building Info screen appears with the building's name in the title bar
and in the Attributes frame.
Step 4Click the Add button to add each floor in the building. List the Name of
the floor. If you have more than nine (9) floors in your building, number
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-5
the floors 01, 02, and so on, so that the floors will sort in order on the
Navigator Tree.
Step 5Click Save when you're finished. To exit this window without saving your
changes, click the application Main Page link or another level within your
infrastructure window.
Step 6A plus sign will appear next to the building icon indicating that there is
infrastructure information at the next level down. Click plus (+) changing
it to a minus (-) to expand and view that information. The floor (steps)
icon appears next to the floor name.
Removing a Floor
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Highlight the building name or icon where the floor is housed.
Step 3Click the floor you wish to remove and click the Delete button. If there
are cubicles or other spaces associated with the floor, a Cable
Management warning box pops up: "The selected Floor has one or more
Spaces associated with it. It cannot be deleted until all subordinate items
are removed."
Step 4Click Save to complete the deletion. The floor's name will be removed
from the Navigator Tree.
Indoor Spaces
Cable Management categorizes all floor space as either a
Telecommunication Space or a Work Area. A Telecommunication Space
is where termination hardware or backbone assets reside; a Work Area
houses users and workstation assets.
Adding an Indoor Space
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2The Floor Info screen appears with the floor name in the title bar and in
the Attributes frame.
Step 3Click the Add button. Enter the name of the space.
Step 4Select the Work Area from the drop-down list. Offices, Cubicles, and
Hallways are usually Work Areas, for example; Rooms may be
Telecommunication Spaces or Work Areas. If the space is a Work Area,
no further information is added. If the space is a Telecommunication
Space, (see
for each space you need to add.
“Adding a Telecommunication Space” on page 4-6). Repeat
Step 5Click Save when you are finished. A plus sign will appear next to the
floor (steps) icon indicating that there is infrastructure information at the
next level down. Click plus (+) changing it to a minus (-) to expand and
MA4000 Expense Management Cable Management User Guide - Issue 1
4-6 Setting Up Infrastructures
NOTE
Removing an Indoor Space
Step 1On the Cable Management Main Page, select Infrastructure on the
Step 2Highlight the floor name or icon where the space is housed.
Step 3In the grid, click the space you wish to remove and click the Delete
Step 4Click Save to complete the deletion. The space's name will be removed
Telecommunication Spaces
view the rooms or cubicles you've added. The name of each Work Area
appears next to a cubicle icon.
SETUP menu.
button. If there are faceplates associated with the floor, a Cable
Management warning box pops up: "The selected Space has one or
more Faceplates associated with it. It cannot be deleted until all
subordinate items are removed."
from the Navigator Tree.
Cable Management categorizes floor space as either a
Telecommunication Space or a Work Area. A Telecommunication Space
is where termination hardware or backbone assets reside; a Work Area
houses users and workstation assets.
Adding a Telecommunication Space
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Highlight the name of the floor or the floor (steps) icon where you wish to
add a Telecommunication Space-a Termination Closet, a Consolidation
Point, an Entrance Room, etc.
Step 3The Floor Info screen appears with the floor name in the title bar and in
the Attributes frame.
Step 4Click the Add button. Enter the name of the space.
Step 5Select Telecommunication Space from the drop-down list. Then select
the TR Type from the drop-down list, e.g., Termination Closet or
Handhole. Repeat for each space you need to add.
Step 6Click Save when you are finished. A plus sign will appear next to the
floor (steps) icon indicating that there is infrastructure information at the
next level down. Click plus (+) changing it to a minus (-) to expand and
view the rooms or cubicles you've added. The name of each Work Area
appears next to a cubicle icon.
On the Navigator Tree, a Telecommunication Space is sorted to the top of the space
list for a given floor and has a rack and patch panel icon next to the name. You will
notice that the icon representation in the Navigator Tree is different for both your
Work Spaces and Telecommunication Spaces.
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-7
Removing a Telecommunication Space
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Highlight the floor name or icon where the space is housed.
Step 3In the grid, click the space you wish to remove and click the Delete
button. If there is termination hardware associated with the floor, a Cable
Management warning box pops up: "The selected termination room has
termination hardware associated with it. It cannot be deleted until all
subordinate items are removed."
Step 4Click Save to complete the deletion. The space's name will be removed
from the Navigator Tree.
Outdoor Spaces
Each campus you set up will have a number of spaces that house
components of the infrastructure. Cable Management lets you designate
building space and outdoor space.
Building space can include cubicles, rooms, termination rooms, closets,
and any space defined in your facility. You can also set up an outdoor
space such as a manhole or a utility pole. After spaces are in place you
can start to specify cabling and hardware.
An outdoor space, such as a manhole or utility pole, is added at the
campus level in the Navigator Tree.
Adding an Outdoor Space
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Highlight the campus where you wish to add an outdoor space.
Step 3The Campus Info screen appears with the campus name in the title bar
and in the Attributes frame. Click the Space List radio button, and then
the Add button. Enter the name of the space.
Step 4The Space Type column must be populated with the Telecommunication
Space designation. Select the TR Type from the drop-down list.
Step 5Click Save when you are finished.
Step 6A plus sign appears next to the campus icon indicating that there is
infrastructure information at the next level down. Click plus (+) changing
it to a minus (-) to expand and view that information. A pole icon appears
next to the name of each outdoor space.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-8 Setting Up Infrastructures
Removing an Outdoor Space
Step 1On the Cable Management Main Page, select Infrastructure on the
Step 2Click on the campus name or icon. The Campus Info screen appears.
Step 3Click the Space List radio button to show outdoor spaces.
Step 4Click on the outdoor space you wish to remove and click on the Delete
Step 5Click Save to complete the deletion. The building's name will be
Faceplates
Every indoor or outdoor space may have a faceplate set up in Cable
Management.
SETUP menu.
button. If there is anything located in this space (termination hardware,
assets, etc.), a Cable Management warning box pops up: "The space
cannot be deleted until subordinate items are removed first."
removed from the Navigator Tree.
Adding a Faceplate
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Click to highlight the name of the space where you wish to add a
faceplate.
Step 3The Space Info screen appears with the space name. Click the Add
button and add the name of the faceplate.
Step 4Click Save to save the faceplate information. The new faceplate will be
added to the Navigator Tree.
Removing a Faceplate
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Click to highlight the name of the space where you wish to delete a
faceplate.
Step 3The Space Info screen appears with the faceplates listed. Click on the
Click the Delete button. If there is anything connected to the faceplate,
warning box pops up: "The space cannot be deleted until subordinate
items are removed first."
Step 4Click Save to complete the deletion. The faceplate's name will be
removed from the Navigator Tree.
Example: Beyond a normal two- or four-port faceplate, Cable
Management is able to track several types of faceplates per the user's
discretion regarding how things are to be documented. An example
would be the MUTOA (Multi-User Termination Outlet Assembly).
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-9
NOTE
A MUTOA is a faceplate or biscuit that contains several horizontal links
d feeds more than one work station or user. From the faceplate, you
an
may add as many horizontal links as you wish. See “Horizontal Links” on
page 4-14.
Ports
Each faceplate can have one or more ports documented in Cable
Management.
Adding a Port:
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Click to highlight the name of the faceplate where you wish to add a port.
Step 3The Faceplate Info screen appears with the faceplate's name and any
existing ports listed in a table. Click the Add button.
Step 4Enter the name of the port to the new row at the bottom of the table.
Step 5Click Save to save the port information.
Removing a Port
Step 1On the Cable Management Main Page, select Infrastructure on the
SETUP menu.
Step 2Click to highlight the name of the faceplate where you wish to delete a
port.
Step 3The Faceplate Info screen appears with the faceplate's name and a list
of existing ports. Click on the port you wish to delete.
Step 4Click the Delete button.
Step 5Click Save to complete the deletion.
When you let your cursor hover over a faceplate in the Navigation Tree, all the ports
associated with that faceplate will appear in a floating window.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-10 Setting Up Infrastructures
Setting Up the Cabling Infrastructure
Once the geographical infrastructure is set up using the SETUP menu
on the Cable Management Main Page, you must click Launch Application on the Main Page and open the Cable Management
application to set up the cabling infrastructure.
While many elements of cabling infrastructure can be added at any time
after the geographical infrastructure is set up, Faceplates and
Termination Hardware should be set up first. Faceplates are usually
attached to a Work Area; Termination Hardware is placed in some type
of Telecommunication Space.
Termination Hardware
Termination hardware for all cabling infrastructure is easily set up. Cable
Management makes it simple to locate termination hardware when you
need to move cabling; it's also easy to track ports/positions and how
each is being used.
Before adding Termination Hardware, the space where it resides must
be set up. Termination Hardware should be placed in an appropriate
Telecommunication Space: a Consolidation Point, Entrance Room,
Handhole, Manhole, Termination Closet, Closet Point, or Utility Pole.
Termination hardware must be in place before backbone or asset
hardware can be connected or linked. See
Hardware.
Adding Termination
Adding Termination Hardware
As long as you have set up a Telecommunication Space (see “Adding an
Outdoor Space” on page 4-7 or “Removing an Outdoor Space” on
page 4-8, “Adding a Building” on page 4-3 or “Removing a Building” on
page 4-4, or “Adding an Indoor Space” on page 4-5 or “Removing an
Indoor Space” on page 4-6), you can place termination hardware in it.
Step 1Click Launch Application on the Cable Management home page. On
the Navigator Tree, highlight the Telecommunication Space where you
want to add termination hardware.
Step 2Select Termination Hardware in the List View drop-down field (upper
right pane) of the Cable Management window. The Termination HW Info
and Port/Pos. Details tabs appear in the Detail View (lower right pane).
Step 3Click the List View Add button.
Step 4Enter the ID designation-a unique value by which you will identify this
piece of termination hardware.
Step 5Select a Term i n ation Type from the drop-down list.
Step 6In the Cross Connect Hardware Type frame, enter the following: PIN
Config, Cat. Rating, Term Type, Manufacturer, and Part #.
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NOTE
Step 7Select a Color Code ID from the drop-down list. This information is
optional, and is used to describe the type of hardware that can be crossconnected.
Defining Termination Hardware
Cable Management comes with many Termination Hardware types
already defined for you. If, however, you wish to track a type of
Termination Hardware that has not been defined, you can define it
yourself.
Step 1To set up Termination Hardware types for your infrastructure, select the
yellow button to the right of the Termination Hardware type field in the
Detail pane.
Step 2Click the Add button.
Step 3Enter the Device Type.
Step 4The Descriptions columns allow you to assign descriptions you want to
include for each kind of Termination Hardware.
Step 5Click Save to save your input.
Step 6To delete any Termination Hardware type, click on the type, click the
Delete button, and then click Save before exiting the window.
Start and End Port/Position
Start and End Port/Position lists the number of physical connections that
exist in a specific piece of termination hardware. For Patch Panels, ports
are designated; for Wiring Blocks, positions. These physical connections
must be in place for you to connect anything to the termination
hardware.
Enter the Start Port/Position number and End Port/Position number. The
ayed field, Number of Port/Positions, will be populated automatically.
gr
For example, if you enter "1" for Start and "50" for End, Number of Port/
Positions will be 50.
ID, Termination Type, and the Start and End Port/Positions are the only required
fields to set up Termination Hardware.
Editing Port/Position Status
The Port/Position Details tab shows the availability status of each
Port or Position on the termination hardware. When a Port/ Position is
connected to a backbone cable, for example, its status changes from
"Available" to "Used." The Cable Type column is populated with
"Backbone," the Cable ID column is populated with the cable ID
designation. Backbone Pairs/Strands column shows the numbers of
pairs or strands used. If a Port or Position becomes damaged, you can
edit it directly.
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Changing the status of a port or position
Step 1Click the Port/Position Details tab.
Step 2Click on the Port or Position in the Status column. A drop-down list
Step 3Click the Save button to save changes.
Connecting Termination Hardware to a Backbone Cable
To connect Termination Hardware to a Backbone Cable, go to the
Backbone Cables tab in the List View. See
page 4-20.
Connecting to a Horizontal Link
To connect Termination Hardware to a workspace asset via a Horizontal
Link, go to the Horizontal Links tab. See
Connecting to a Grounding Conductor
appears that allows you to change the status of the Port/Position from
Available or Used to Damaged.
“Adding a Backbone” on
“Horizontal Links” on page 4-14.
See “Grounding” on page 4-23.
Assets
Before adding assets, the geographical structure of your company
should be set up in the Navigator Tree. Assets can then be associated
with the physical spaces in which they reside.
See “Setting up the Geographical Infrastructure” on page 4-1.
Setting Up Asset Types
There are two categories of Assets in Cable Management: Backbone
Assets and Workstation Assets. Backbone Assets include those assets
associated with a Telecommunication Space, such as a hub or router.
Workspace Assets are those associated with workspace and faceplate
connections like a computer, fax, or telephone.
Cable Management comes with many asset types already defined for
you. If, however, you wish to track a type of asset that has not been
defined, you can define it yourself.
Step 1To set up Asset Types for your infrastructure, select the yellow ellipsis
button to the right of the asset type field in the Detail pane.
Step 2Click the Add button.
Step 3Enter the Device Type.
Step 4Select a Category from the drop-down list for the next column:
Workstation/Data, Backbone/Data, Voice/Modem, Backbone/Voice, or
Other.
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Step 5The Descriptions columns allow you to assign descriptions you want to
include for each kind of Asset. For example, for a computer, which is a
Workstation/Data asset, you might want to include Model, Serial Number,
CPU, RAM, Hard Drive, and Operating System (O/S).
Step 6Click Save to save your input.
Step 7To delete any asset type, click on the type, click the Delete button, and
then click Save before exiting the window.
Backbone Assets
Backbone assets include hubs, switches, or routers that connect to
backbone cables.
Adding a Backbone Asset
Step 1Click the location in the Navigator Tree where you want to add a
backbone asset.
Step 2Click on the Assets selection in the List View pane drop-down field.
Step 3Click Add.
Workstation Assets
Workstation assets include computers, printers, fax machines, and
similar equipment.
Adding a Workstation Asset
Step 1Click on the Work Area in the Navigator Tree where you want to add an
asset.
Step 2Click on the Assets section in the List View pane drop-down field.
Step 3Click the Add button.
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NOTE
Financials
The Financials feature allows you to depreciate assets automatically. To
do so, follow this procedure:
Step 1Click the Financials tab in the Detail area after selecting the needed
Step 2Click the button next to the Receipt Date field.
Step 3The Select Date calendar appears. Use the arrows at the bottom of the
Step 4Depreciation Type is Straight Line. Enter the Original Value, Salvage
asset in the spreadsheet area.
calendar or in the drop-down fields to find the month and year during
which the asset was received at your facility, and click the appropriate
date. Once the appropriate date has been selected, the calendar pop-up
will close and the selected date will appear in the Receipt Date field
Value, and Useful Life (in months). Cable Management automatically
computes the Months in Service, Current Value, and Account
Depreciation (cumulative depreciation).
Horizontal Links
Set up horizontal links in Cable Management between termination
hardware and faceplates. To be able to set up a horizontal link, you
must first have set up the following:
• A faceplate in the workspace (see “Faceplates” on page 4-8).
• Termination hardware in the termination room you wish to connect to.
The horizontal link is usually set up between a Workspace and a Telecommunication
Space.
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NOTE
Horizontal Link (HL) Info
Setting up a horizontal link
Step 1In the Navigator Tree, highlight the faceplate on the space where you
want the link to originate.
Step 2Select the Horizontal Links category in the drop-down field in the List
View section (upper right pane) of the screen.
Step 3Click the Add button in List View. The HL Info tab will be selected in the
Detail View (lower right pane).
Step 4Select the type that applies to the type of horizontal link you are creating:
Voice, Data, or Unused. An Unused HL is set up if the HL is cabled, but it
is not yet determined whether it will carry voice or data.
Step 5Fill in the HL ID. Pressing the Tab key after inputting the HL ID field will
populate the Cable ID field with the same name or number as a default. If
desired, change this to specify a unique Cable ID. Specify Pairs Used;
select Conn. Rating and Cable Type.
Step 6The HL Info tab also contains an Outlet Connector Type group box (# of
Positions, PIN Config., Term. Type, Manufacturer, Part #, and Port
Color), a Contact frame, a Connected Asset frame, and a Location
frame. Location is automatically populated with the faceplate from the
Navigator Tree.
Step 7If you have selected the Voice type, a Backbone Connection frame
(Asset Name, PBX/Switch Port, Extension) appears on the tab.
Step 8A fifth tab, Key Sheet, also appears if you've chosen Voice.
See “Editing the Key Sheet” on page 4-18).
Step 9If you've selected the Data type in the drop-down field, the Backbone
Connection frame appears with Asset Name, Asset Port, IP Address,
Mainframe PU, and boxes for LU's.
Only basic information about the Horizontal Link is required to Save and continue.
Defining Horizontal Links
Cable Management comes with many Horizontal Link types already
defined for you. If, however, you wish to track a type of Horizontal Link
that has not been defined, you can define it yourself.
Step 1To set up Horizontal Link types for your infrastructure, select the yellow
ellipsis button to the right of the Termination Hardware type field in the
Step 2Click the Add button.
Step 3Enter the Device Type.
Step 4The Descriptions columns allow you to assign descriptions you want to
include for each kind of Horizontal Link.
Step 5Click Save to save your input.
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Step 6To delete any Horizontal Link type, click on the type, click the Delete
Connecting Contacts to a Horizontal Link
Only the basic information in the Horizontal Link Type Frame is required
for you to continue setting up a Horizontal Link. You may, however,
select users associated with this link.
Step 1Click the yellow ellipsis button next to the Contact field.
Step 2The Select Contact window pops up with all users associated with the
Step 3Select the user and click OK.
Connecting Workstation Assets to a Horizontal Link
Step 1In the Connected Asset group box, click the yellow ellipsis button next
button, and then click Save before exiting the window.
space for the selected Horizontal Space. To find the correct user easily,
you can sort any column by clicking in the column heading. A user can
also select Set Location to connect to a contact not presently located in
the same space or to locate a user.
to the Name field.
Step 2The Attach Asset window appears. Only other workstation assets
appear in this window and are available for connection.
Step 3To find the correct asset easily, you can sort any column by clicking in the
column heading.
Step 4Select the asset and click Connect. The grayed Number and Typ e fields
are populated.
Connecting a Data Horizontal Link to a Backbone Asset
Step 1In the Backbone Connection group box, click the yellow ellipsis button
next to the Asset ID field.
Step 2The Attach Asset window appears with the available backbone assets
listed. To find the correct asset easily, you can sort any column by
clicking in the column heading. Select the asset to which you wish to
attach, and click Connect.
Step 3Click the button next to the Asset Port field.
Step 4The Port/Pairs window pops up. Select the port the horizontal link will
connect to and click the OK button. The ID address for the backbone
asset will be automatically populated.
Step 55. Click Save.
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Connecting a Data Horizontal Link to a Mainframe Asset
Step 1From the Data Horizontal link, go to the Backbone Connection group
box.
Step 2Click the ellipsis button next to the Mainframe PU field.
Step 3The Attach Asset window appears with Mainframe Assets listed. To find
the correct asset easily, you can sort any column by clicking in the
column heading. Select the mainframe to connect to. Click Connect.
Step 4Enter all appropriate LU's. Click Save.
Connecting a Voice Horizontal Link to a Backbone Asset
Step 1In the Backbone Connection group box, click the ellipsis button next to
the Asset ID field.
Step 2The Attach Asset window appears, with the voice backbone assets
listed. To find the correct asset easily, you can sort any column by
clicking in the column heading. Select the asset the voice horizontal link
will connect to. Click Connect.
Step 3Enter the PBX/Switch Port and the Extension in those fields. Click Save.
Connecting a Horizontal Link to Termination Hardware
This is where the horizontal link would be punched down to termination
hardware in the physical infrastructure. In the HL Hardware Sequence
tab, three radio buttons are available:
• No Consolidation Point - Most Horizontal Links are made with No
Consolidation Point. This is the case with a simple data connection
from a faceplate in a workspace to termination hardware (a Patch
Panel or Wiring Block) in a Telecommunication Space.
• Consolidation Point - A Consolidation Point is rarely used. When it
is, it is used to bring a high pair count cable from Termination
Hardware in the Closet (Patch Panel or Wiring Block) to a central
location in the ceiling (column, office furniture, under the floor)
terminated in Termination Hardware.
• Cross Connect w/CP - A Consolidation Point with Cross-Connect
uses two pieces of termination hardware to connect the large pair
cable from the Closet to a small pair cable at the Faceplate with the
cross-connect in-between.
Identifying Horizontal Link Pathways Used
Establish Pathways first using the Pathways tab. See “Adding a Pathway”
on page 4-26 and then do the following:
Step 1On the Horizontal Link, click the Pathways Used tab.
Step 2Click the Add button in the Detail area.
Step 3The SelectLocation window appears. Select the Pathway the
Horizontal Link will use.
Step 4Click Accept. Pathway information populates the form.
Step 5Click Save.
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Editing the Key Sheet
The Key Sheet is used to describe the type of phone, type of phone
connection (line) from the phone switch, and voicemail information.
The Key Sheet tab appears when you are creating a Voice/Modem
horizontal link. The top bar contains fields that apply to the physical
telephone: Button Table, Speaker, Phone Type, and Call Display.
The form on the lower part of the tab contains information pertaining to
the actual connection.
Step 1Click the Add button in the Detail area to enter Line, Extension, and
Step 2You can check R (Ring) and Mail check boxes if applicable. Enter Fwd
Step 3A comments box is provided for any additional information.
Step 4Add as many lines as you want by clicking the Add button.
Step 5Click Save when you are done.
COS.
To, Conditions, Pick, Hunt, and ACD.
Connecting a Horizontal Link to a Grounding Conductor
See “Grounding” on page 4-23.
Splices
Adding Splices
Backbone cables between termination hardware often need to be spliced
together. The splice is housed in a container known as a closure.
Multiple splices can be housed within one closure.
Adding splices to the closure
Step 1Highlight the space where you want to set up a splice. A backbone cable
may already exist, but this is not required to set up the splice.
Step 2Click Splices in the drop-down field in the List View pane.
Step 3Click the Add button in the Spreadsheet area. Place the cursor in the
Closure ID field.
Step 4Enter the Closure ID.
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Splice Types (User Defined)
Adding user-defined splices to the closure
Step 1Click the Add button in the Detail View. Enter the splice ID in the Splice
ID column.
Step 2In the Type column, enter the splice type you wish to add, or select a
type previously input.
Step 3In the Equipment column, enter the equipment you wish to add, or
select existing equipment from the drop-down list.
Step 4In the Manufacturer column, enter the manufacturer you'd like to add, or
select an existing manufacturer from the drop-down list.
Step 5In the # of Pairs column, enter the maximum number of cable pairs that
this splice can contain.
Step 6Click Save when you are done.
Connecting a Backbone Cable to a Splice
This must be done from the Backbone area. See Backbones
Once you have spliced a backbone cable, you can view all backbones
connected to a splice in the Connected Backbones tab of the splice's
Detail View.
Backbones
Backbone Cables
Backbone cables are run between termination hardware. These cables
are often commonly known to run from building to building and closet to
closet.
Note: Cable Management was built to allow for several connection types
depending on the end user's needs. By providing this functionality,
Cable Management will allow for Backbone Cables to connection to
Hardware, through Splices, and Backbone related Assets if needed.
See also “Backbone Source” on page 4-21 and “Backbone Destination”
on page 4-21.
In Cable Management, adding a Backbone Cable is comprised of a
number of steps reflected in the tabs in the Backbone Cables Detail
View.
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Adding a Backbone
Step 1Highlight the space on the Navigator Tree where the backbone cable will
Step 2Click the Add button in the List View area.
Step 3In the Detail View Backbone Info tab, enter the backbone's ID in the
Step 4Select a Backbone Type from the drop-down list.
Step 5Enter Cable Length, StartPair/Strand, and End Pair/Strand. The
Step 6Click Save.
Defining a Backbone
Cable Management comes with many Backbone types already defined
for you. If, however, you wish to track a type of Backbone that has not
been defined, you can define it yourself.
Setting up a backbone type
start.
Backbone ID field.
grayed Number of Pair/Strands field is populated automatically.
Step 1In the View Detail area, select the yellow ellipsis button to the right of the
Backbone Type field.
Step 2Click the Add button.
Step 3In the pop-up Customizable Fields window, enter the Backbone Type.
Step 4The Descriptions columns allow you to assign descriptions you want to
include for each kind of Backbone.
Step 5Click Save to save your input.
Deleting a Backbone type
Step 1Click the yellow ellipsis button next to Backbone Type.
Step 2Click to select the type to delete.
Step 3Click the Delete button.
Step 4Click Save before exiting the window.
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Backbone Source
Setting up the backbone source
Step 1Click the Source tab. The Connection Location box is populated with the
selected source location.
Step 2In the Connection Device Type box, click the appropriate radio button:
—Termination Hardware if this backbone starts on termination
hardware.
—Splice Enclosure if the backbone starts at a splice.
—Asset if the backbone starts at an asset.
Step 3Click Save.
Backbone Source
Step 1Click the Source tab. The Connection Location Select group box is
populated with the selected source location.
Step 2The Connection Device Type frame contains radio buttons labeled
Termination Hardware, Splice Enclosure, or Asset.
Step 3Click the Termination Hardware button if this backbone starts on
termination hardware.
Step 4Click the Splice Enclosure button if the backbone starts at a splice.
Backbone Destination
The Destination tab functions similarly to the Source tab, except that
the Connection Location Select information is not populated.
Setting up the backbone destination
Step 1Click the Set Location button in the Detail area to open the Location
window.
Step 2Select the Destination from the tree. Building, Floor, and Space are
populated, unless you are connecting from an outdoor space, such as a
Utility Pole. In that case, only Space is populated.
Step 3Click Accept.
Step 4In the Connection Device Type box, click the appropriate radio button:
—Termination Hardware if this backbone ends on termination
hardware.
—Splice Enclosure if the backbone ends at a splice.
—Asset if the backbone ends at an asset.
Step 5Click Save.
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Backbone Pair/Strand Details
Pair/Strand Details shows the status of every pair/strand on the current
backbone cable. For every backbone cable attached to the highlighted
space on the Navigator Tree, the Status column reflects whether the
port or position is Available or Used. If a port becomes damaged, you
can also change it here.
Changing the status of a port
Step 1Click in the Status cell and select Damaged from the drop-down list.
Step 2Click Save.
Backbone Cross-Connects
The Cross-Connects tab shows status for Source and Destination crossconnects. This form can be edited. Note that cross-connects are only
applicable at the backbone ends that are connected to termination
hardware.
You cannot change the status from Available to Used. To accomplish
that, you must make or break the connection in the Source and
Destination tabs.
Step 1To make a cross-connect, click the Connection Type for the cable pair
to which you wish to cross-connect. A drop-down list appears with
Available, Horizontal Link, Backbone Cable, and Asset.
Step 2Choose the type of cable (or asset) to which you want to cross-connect.
In order to cross-connect to cable, that cable must be connected to
termination hardware.
Step 3Click in the Connection ID cell and select the ID of the item to which you
are cross-connecting. Only items connected to termination hardware in
that backbone's space are available.
Step 4 Click the cell in the Pair # column. The Select Items window appears
with a list of the available pairs/strands for the selected item. Select the
pairs/strands to which you are cross-connecting.
Step 5The Termination Hardware and Port/Pos columns will automatically
populate with the termination hardware to which the other end of the
cross-connected cable is attached.
Identifying Backbone Pathways Used
The Pathways Used tab identifies the Pathways in which the backbone is
located. When adding Pathways, add them in order from Source to
Destination.
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NOTE
Adding pathways used
Step 1Highlight the Pathways Used tab.
Step 2Click the Add button in the Detail area. The Location window appears.
Select the first Pathway this backbone is in. Click Accept.
Step 3Segment, Pathway ID, Pathway Type, and Source are populated on the
table.
Step 4Click Save to save the new information. The Segment column identifies
the order in which the backbone uses each of the pathways.
Connecting a Backbone to a Grounding Conductor
See “Grounding” on page 4-23.
If a Grounding Conductor has been set up in the Grounding tab and
connect
ed to the current backbone, the Bonding Conductor ID field will
be populated in the Backbone Info tab.
Grounding
Grounding runs excess electrical current to ground. Grounding is needed
for backbone cables, assets, pathways, and termination hardware. In
Cable Management, a busbar must be set up prior to setting up
grounding conductors. See Adding Busbars.
Adding Busbars
Busbars have to be set up prior to conductors.
Step 1Click the space that contains the grounding busbar.
Step 2Select the Grounding category in the List View.
Step 3Click the Busbars radio button and then the Add button in the List View
area.
Step 4The Location box in the Detail View is populated with the space where
the busbar will be set up.
Step 5Enter the ID in the Busbar ID field.
Step 6Select the busbar type from the drop-down list in the Busbar Type field.
Step 7Click Save.
TMGB (Telecommunications Main Ground Busbar) is the main busbar that goes
directly to the earth ground. The Grounding Conductor ID is the main conductor that
connects the TMGB to the ground. The TGB (Telecommunications Ground Busbar)
is a busbar that will connect to a conductor. Select it from the Busbar Type dropdown list. No other fields appear on the tab when TGB is selected.
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Adding a Conductor
You can add a conductor after adding appropriate busbars for the
highlighted space.
Step 1At the top of the List View, click the Conductors radio button.
Step 2Click the Add button in the List View.
Step 3In the Conductor Info tab, enter the Conductor ID.
Step 4Select the type from the Conductor Type drop-down list.
Step 5In the Source box, Building, Floor, and Space are populated with your
Step 6From the Select Item window, select a busbar located in that space.
Step 7Click Accept.
Step 8In the Destination box, click the Set Location button.
Step 9In the Location window, select the destination location.
Step 10 Click Accept. Building, Floor, and Space are populated.
location on the Navigator Tree. Click the yellow ellipsis button next to the
Busbar ID field.
Step 11 Select the type from the Dest. Type drop-down list.
Step 12 Complete the appropriate fields depending on which destination type you
selected:
—Asset - Asset ID, Type, and Name fields appear in the Destination
box. Click the button next to the Asset ID field. When the Select Item
window appears, select the Asset ID and click OK. The Type and
Name fields are automatically populated.
—Backbone - Backbone ID and Type fields appear. Click the button
next to the Backbone ID field. When the Select Item window appears,
select the Backbone ID and click OK. The Backbone ID and Type
fields are populated.
—Busbar -Busbar ID and Type fields appear. Click the button next to the
Busbar ID field. When the Select Item window appears, select the
Busbar ID and click OK. Busbar ID and Type fields are automatically
filled in.
—Pathway - Pathway ID and Type fields appear. Click the button next to
the Pathway ID field. When the Select Item window appears, select
the Pathway and click OK.
—Term HW - Term HW ID and Type fields appear. Click the button next
to the Term HW ID field. When the Select Item window appears, select
the Term HW ID and click OK. The Type field is automatically filled in.
Step 13 Click Save to save all input information.
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NOTE
Conductor Pathways Used
Step 1To ground a pathway, click the Connected Pathways tab, and then click
the Add button.
Step 2The Select Location window appears. Highlight the pathway you wish to
ground. Click OK.
Step 3Pathway ID, Pathway Type, Source Space ID, and Dest Space ID are
populated.
Step 4Click Save to save all input information.
Firestops
A firestop is needed any time you penetrate a firewall, i.e., a floor,
ceiling, or wall. The firestop provides a fire barrier in case there is a fire
in your facility. Each firestop has a burn-time limit associated with it-a
rating in hours.
Adding a Firestop
A firestop is needed anytime you penetrate a firewall, i.e., a floor,
ceiling, or wall. The firestop provides a fire barrier in case there is a fire
in your facility. Each firestop has a burn-time limit associated with it-a
rating in hours.
Adding firestops in your infrastructure
Step 1On the Navigator Tree, highlight the space where the firestop material
will be located.
Step 2Select the Firestops category from the drop-down list in the List View
section of the window.
Step 3Click the Add button in the List View. In the Firestop Info tab, the Source
box shows the space highlighted in the Navigator Tree.
Step 4In the Info tab, fill in the Firestop ID, Manufacturer, and UL# fields.
Step 5In the Destination box, click the Set Location button.
Step 6When the Location window appears, highlight the destination for the
firestop, and click Accept.
Step 7Click Save.
Only the Firestop ID and the Destination are required to save Firestop information.
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Connecting a Firestop to a Pathway
Connecting a Firestop to a Pathway must be done via the PathwaysConnected Firestops tab. See
The Connected Pathways tab displays information from the Pathways
category. When you connect to a firestop from a pathway, the
information will appear here. You cannot connect to a pathway from this
tab.
Pathways
Pathways house and transport cables within your company's
infrastructure. Pathways can be set up at any time, but to connect them
to backbone cables, termination hardware, or horizontal links, these
should be set up first.
See “Adding Termination Hardware” on page 4-10; “Horizontal Links” on
page 4-14; and “Adding a Backbone” on page 4-20.
Adding a Pathway
Connecting a Pathway to a Firestop.
Adding Pathway Info
Step 1Highlight the space that will be the Source space for the Pathway.
Step 2Click the Pathways option in the List View.
Step 3Click the Add button.
Step 4Enter the Pathway ID.
Step 5From the drop-down list, select the type of Pathway being used for this
The Cables in Pathways tab shows all the horizontal links and backbones
connected to the selected pathway. To specify that a cable uses a
particular pathway, you must set up the link from that cable's Pathways
Used tab. See
“Horizontal Links” on page 4-14, and “Adding a Backbone” on
page 4-20.
Connecting a Pathway to a Firestop
Firestops must first be set up in the Firestops tab.
Step 1Click the Connected Firestops tab on the Pathways Detail View for the
selected pathway.
Step 2Click the Add button in the Detail View.
Step 3When the Location window appears, highlight the firestop to which you
wish to connect, and click Accept.
Step 4Click Save.
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Connecting the Pathways
All pathways set up within your facility can be interconnected. You
should, however, be aware of situations where it would not be
reasonable to connect certain pathways together, e.g., pathways in
different buildings. Use the connections judiciously.
Connecting to another pathway
Step 1Click the Connected Pathways tab on the Pathways Detail View for the
selected pathway.
Step 2Click the Add button in the Detail View.
Step 3When the Location window appears, select the pathway to which you
wish to connect, and click Accept.
Step 4Click Save.
Contacts
Adding Contacts is not required by Cable Management to manage your
infrastructure. Your company may, however, want to list contacts, such
as users, outside consultants, contractors, support, and the horizontal
links associated with their workspaces for your internal network users.
The Contacts utility is also a practical place to keep track of employees
and their workspaces, as well as the assets they use.
Adding a contact
Step 1From anywhere in the Navigator Tree, select the Contacts category from
the drop-down list in the List View. Any contacts already entered will be
listed
Step 2Click the Add button in the Info tab of the Contacts Detail View.
Step 3Fill in the First Name and Last Name fields. These are the only required
fields. You can also enter Employee ID, Department, Title, E-mail, and
Phone Number, as well as User Name, Passwords, permission levels,
and User Type.
Step 4If you are entering the Contact information from a space other than the
user's workspace, click on the Set Location button in the Location box
to find that workspace and associate the user with it.
Step 5When the Location window appears, highlight the space where the user
is located, and click Accept.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-28 Setting Up Infrastructures
Defining a Contact
Cable Management comes with many Contact types already defined for
you. If, however, you wish to track a type of Contact that has not been
defined, you can define it yourself.
Define a contact type
Step 1In the View Detail area, click the yellow ellipsis button to the right of the
Step 2In the pop-up Customizable Fields window, click the Add button.
Step 3In the newly added row, enter the Typ e .
Step 4The Descriptions columns allow you to assign descriptions you want to
Step 5Click Save to save your input.
Deleting a contact type
Step 1Click the yellow ellipsis button next to User Type.
User Type field.
include for each Contact Type.
Step 2Click to select the type to delete.
Step 3Click the Delete button.
Step 4Click Save before exiting the window.
Adding Departments
You can add new departments in the Departments field. When adding a
user who is affiliated with a department not previously recorded, enter
that department in the Departments field. It becomes a selection in the
drop-down list available when you are recording other users.
Connecting a User to Horizontal Links
By clicking on the Connected HLs tab, you may assign horizontal links to
this user. If a horizontal link has already been connected, it will be
displayed when you click the tab. One user may be assigned to several
horizontal links.
Step 1In the Connected HLs tab, click the Add button.
Step 2When the Horizontal Link window appears, click the HL you wish to
connect to.
Step 3Click Accept.
Step 4Click Save to save the information.
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-29
NOTE
Creating Cable Management Specific Users
Use the Contacts area to also manage the users with access to Cable
Management. When adding users in Cable Management, give each one a
User name in the Contacts Info tab Detail View. If you have
Administrator permission, you can then select the level of read/write
access for that user: Read Only, Administrator, or None.
Only an Administrator will see the fields described above and be allowed to build
users and grant certain access levels to those users.
Reports
Cable Management's Report Creator feature, designed to reinforce and
enhance Cable Management's documentation capabilities, allows you to
print comprehensive reports about your infrastructure. The Report
Creator link is located on the Cable Management Main Page and can be
used to gain access to all built-in Cable Management reporting
capability.
See also Notes and Attachments for more Cable Management
documen
tation features.
How to Run a Report
Generating a report from the Report Creator
Step 1Click the Report Creator link on the Main Page. The Cable Management
Report Creator window appears, listing available reports.
Step 2Click on the link or name of the report you wish to run. A window specific
to the selected report appears - e.g., the Asset Report window. There are
four sections in the report window. These allow you to customize the
information that appears in your report, and how it is displayed. The four
sections are:
—Selection Criteria
—Group by/Sorting
—Report Detail
—Header Color
(See details of each section in Sorting, Filtering, and Grouping
orts.)
Rep
Step 3To generate a report from the report window, select Generate Report.
Step 4The report will open in HTML format in your default web browser. From
this window, you can print the report or save it as an HTML file.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-30 Setting Up Infrastructures
Sorting, Filtering, and Grouping Reports
Selecting Data for a Report
Each report has selection criteria specific to that report. These criteria
filter the report.
For example:
Grouping Data on a Report
—The Horizontal Link Cable Report window contains radio buttons to
select All Criteria, By Date Tested, By HL Type, and By Location.
—Selecting All means that all Horizontal Links stored in Cable
Management are included in the report.
—If you filter By Date Tested, the HLs shown on the report will be those
within the date range you have specified in the From and To fields.
—Filtering by a specific HL Type, such as Voice, means the report will
only show the voice horizontal links.
—If you filter by Location, the report will list all horizontal links for the
location you have specified.
Select a radio button in the Group By frame by None or Type, e.g.,
Asset Type, Backbone Type, Pathway Type. Certain reports have more
ways to group, such as Mainframe Detail Report, which has radio
buttons for None, Controller/Gateway, Location, and PU ID.
Sorting a Report
The data can be sorted. You can sort what you'll see on the report by up
to three fields, and in either ascending or descending order.
Report Detail
In the Report Detail area, you may check details specific to that report
for inclusion. For example, in the Asset Details report you may check
Show Accounting Information and/or Show Attributes. In the Space
report, you may select Show Faceplates.
Header Color
The Header Color allows you to use colored headings for various parts of
the report. Check the Use Color icon, and select colors for Title, Group
Header, Detail Header, and Detail Entry.
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-31
The Print Details Button
You may also print out all detailed information for a specific item by
clicking the Print Details button at the top of the List View section of the
Cable Management user interface.
For example:
Step 1Click the Print Details button. The View Detail section for the record
opens in your default Internet browser.
Step 2Print the report from the browser.
Available Reports
The following reports can be viewed and printing using Cable
Management's Report Creator:
• Asset Report can be filtered by Date Received, Type and Model, and
Department and Location of Asset. The report can detail Accounting
Information and Attributes of the asset.
• Backbone Report can show all backbones in a given location, and
can be sorted by Backbone Type. The report detail can show pair/
strand usage and attached backbone devices.
• Horizontal Link Cable Report can be filtered by Date Tested, HL
Type, or Location.
•You can arrange the Key Sheet Detail Report by Department Name
or Location.
•The Mainframe Report can be filtered by Controller/Gateway or
Connection Rating, and also be grouped by PU ID.
• You can filter the Network Backbone Asset Report by Backbone
Asset Type, Backbone Device, or Backbone IP Address.
• Pathway Report shows pathways selected according to Pathway
Source or Pathway Destination. The information can be grouped by
Pathway Type.
• Space Report can be filtered by Department Name, Connection
Rating, or Location.
• TR Report can be filtered by Backbone Type, HL Category, TR Type,
or HL Rating.
•The Circuit Trace Report can trace a circuit from a user asset, or a
horizontal link, through cross-connections and straight connections to
termination hardware and ending at a backbone asset.
• You can filter the Contact Report by Last Name, Department, or
Location.
An additional report is available from Cable Management's List View
The Detail Report gives you all details for a specific cabling category,
e.g., Asset, Termination Hardware, Horizontal Link, etc. You can
generate this report by selecting the record in the List View and clicking
the Print Details button. See
MA4000 Expense Management Cable Management User Guide - Issue 1
“The Print Details Button” on page 4-31.
4-32 Setting Up Infrastructures
Spreadsheet Tool
Spreadsheet Tool (Import from Excel)
One of Cable Management's most useful tools is its ability to bulk-load
large amounts of existing data into the Cable Management database.
With this tool, any kind of data that can be converted or imported into a
Microsoft Excel spreadsheet can be transferred with a few clicks to your
Cable Management database. This is particularly valuable when you are
transferring your existing network documentation from other databases
or spreadsheets to Cable Management.
About the Spreadsheet Tool
The Spreadsheet Tool consists of a multi-worksheet spreadsheet with
macros that simplify and speed up the process of adding network
infrastructure data to a Cable Management database. Here's an
overview of how it works:
Step 1Each worksheet's columns correspond to the Cable Management data
fields for that network component category. Using any import or copyand-paste option available, you add your existing data to the worksheet.
Step 2Next, you use the tool's Check Data macro to verify the data's integrity
and identify data that cannot be authenticated.
Step 3When you activate the Import Data macro, all authenticated data on the
worksheet is uploaded to the specified Cable Management database.
Launching the Spreadsheet Tool
The Spreadsheet Tool is shipped on the Cable Management installation
CD and is a standalone Excel file that you can copy to the Cable
Management server or to any client PC that has access to the Microsoft
SQL database server. You can open the tool from either the Cable
Management Install menu, or directly from Excel.
Step 1Make sure your Excel configuration is set to allow macros. (Set macro
security to Medium or Low.)
Step 2From the Cable Management Install screen, click on Accessories and
then Spreadsheet Tool on the submenu page.
Step 3If a Security Message dialog box appears, click the Enable Macros
button.
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-33
IMPORTANT
Step 4The tool will open as a spreadsheet with the following tabbed
worksheets, and a Help tab:
—Assets
—Termination Hardware
—Backbone Cables
—Horizontal Links
—Users
Each component's worksheet functions independently of the others. The data
categories are specific to that component, and the Check Data and Import Data
macros work only with the data on the currently open worksheet. This ensures the
accurate, successful transfer of data.
Using the Import Tool to Transfer Data to Cable Management
The procedure for using the Cable Management Spreadsheet Tool is fast
and simple, requiring only three overall steps:
• Adding data to the Import Tool
• Checking the data against the e
• Importing the data
xisting database contents
Adding data to the Import Tool
Step 1After opening the Spreadsheet Tool spreadsheet, click the worksheet tab
for the type of data you want to import (Assets, Termination Hardware,
Backbone Cables, Horizontal Links, or Users).
Step 2Use Excel's import function to add data from other files, or copy-and-
paste data from other Excel spreadsheets, or directly key data into the
tool's worksheet. (Note that all required fields are marked with an *
asterisk.)
Recommendations:
good idea to sort the original file to match the order of the data in the
Import Tool's spreadsheets. It's also a good practice to make sure that
the data to be imported adheres to the Cable Management fields'
requirements for length and data format.
Before adding your data to the Import Tool, it's a
MA4000 Expense Management Cable Management User Guide - Issue 1
4-34 Setting Up Infrastructures
NOTE
Checking Data
Step 1With the active worksheet containing the data you wish to import, click
Step 2If this is your first time using this function after launching the Spreadsheet
If you are loading data into more than one database, you must close the tool and
reopen it to switch to a different database.
Step 3Click the Options>> button to open the bottom half of the window where
Step 4When done, click OK.
The Check Data macro will authenticate the data in that particular
worksheet
Check Data function is finished, the data in your spreadsheet will be
displayed in one of three colors (which are also documented on the
Help worksheet tab in the tool itself):
Black if the data
will be imported.
Red i
imported. A data row may be marked red/invalid for a variety of
reasons:
• The data in one or more fields doesn't match the correct format - a
• A required field has been left blank.
• A unique data item already exists in the database.
• A unique data item appears more
Purple if
imported. Purple is applied to individual cells, rather than complete
rows. For example, if an asset being imported is located in a building
already documented in the database, but on a floor that has not yet
been documented, the import process will create the new floor first and
then associate the asset with it.
the Check Data button.
Too l, an SQL Server Login window will open so you can access the
database. In the top half of window, select the correct Server, and enter
your Login ID and Password as needed.
you can select the correct Database from the drop-down list.
against the data in the database you've selected. When the
checked out all right. Data rows that return in black
f the row of data is considered invalid. Data in red will not be
numerical
ly formatted field contains text, a date is invalid or uses
the wrong date format, the data does not match a option (e.g., a
Horizontal Link type may only be Data, Voice, or Unused; if that
field in the spreadsheet contains another value, or if the
information doesn't use the same capitalization as the format, the
row is marked invalid).
than once on the spreadsheet.
that data will create a new infrastructure item when it is
MA4000 Expense Management Cable Management User Guide - Issue 1
Setting Up Infrastructures 4-35
Importing Data
Step 1With the checked data displayed in the active worksheet, click the
Import Data button.
Step 2The data will be copied into the selected Cable Management database.
Step 3When the import process is finished, a message box will appear with the
message, "Data Successfully Imported for X Rows," with X indicating
the number of rows successfully imported.
MA4000 Expense Management Cable Management User Guide - Issue 1
4-36 Setting Up Infrastructures
MA4000 Expense Management Cable Management User Guide - Issue 1
Appendix
Product Functionality
Termination Hardware
Termination hardware for all cabling infrastructure is easy to set up.
Cable Management makes it simple to locate termination hardware
when you need to move cabling; it's also easy to track ports/positions
and to see how each is being used. See
on page 4-10.
Appendix - 1
“Adding Termination Hardware”
Ability to see termination hardware port/position details/status
You can see status and details of termination hardware ports/positions.
The Port/Pos. The Details tab of the Termination Hardware feature lists
the ports/positions, Cable Type, Cable ID, and Backbone Pairs/Strands.
There is also an editable Status column that will automatically show
Available or Used status, and which you can edit to Damaged should a
port/position become damaged.
See “Termination Hardware” on page 4-10.
Cross-Connects
Cross-Connects between backbone cables, between horizontal links and
a backbone cable, and between a backbone cable and an asset are now
easy input and tracked. See
Backbone” on page 4-20.
Firestops
You can keep track of the location and type of every firestop in your
infrastructure. When new cabling entrances through firewalls are
created, the associated new firestop can be recorded. In addition,
firestops can be connected to pathways via the Pathways tab.
See “Adding a Firestop” on page 4-25 and “Adding a Pathway” on
page 4-26.
“Horizontal Links” on page 4-14, and “Adding a
MA4000 Expense Management Cable Management User Guide - Issue 1
Appendix - 2 Product Functionality
Grounding
Grounding for backbone cables, assets, pathways, and termination
hardware can be set up in Cable Management. The busbar and
conductors can be connected to pathways.
See “Grounding” on page 4-23.
Splices
You can track the splices in backbone cables in Cable Management. See
“Adding Splices” on page 4-18 and “Adding a Backbone” on page 4-20.
Pathways
Pathways that house and transport cables within a company's
infrastructure are easily tracked in Cable Management. The pathways
can be interconnected. Cables in the pathway are listed. See
Backbone” on page 4-20.)
Ability to see backbone pair/strand details/status
The Pair/Strand Details tab of the Backbone Cables feature allows you to
see and track source and destination of cables, ports/positions, and
whether the pairs/strands are available, used, or damaged. See
“Backbone Pair/Strand Details” on page 4-22.
“Adding a
Filtering Logic-Navigator Tree
The information you see in the List and Detail View sections on the right
side of the window is filtered by your location in the Navigator Tree. For example, if you highlight a campus, and then select Horizontal Links,
you will see all the HLs for the entire campus. If you highlight a
Faceplate, you will see only the HL(s) for that Faceplate.
See “Navigator Tree” on page 1-4.
Reports
With Cable Management, reports are output to HTML. When generated,
they will appear as you have specified them in your web browser, and
can be printed in color. See
Reporting capabilities include the ability to print details of any record
directly from List View. Report types include Asset details, Space details,
TR details, and Backbone, Horizontal Link, and Mainframe information.
See
“Available Reports” on page 4-31.
Cable Management's sorting/filtering/grouping logic means that you can
create reports showing only information you actually need at a given
time. It's easy to make reports specific to details of your cabling
infrastructure.
See “Sorting, Filtering, and Grouping Reports” on page 4-30.
“Reports” on page 4-29.
MA4000 Expense Management Cable Management User Guide - Issue 1
For additional information or support on this NEC Inforntia product,
contact your NEC Infrontia representative.
MA4000 Expense Management Cable Management User Guide
NEC
NEC Infrontia Corporation
NDA-31010, Issue 1
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