Working with Device Types/Subtypes

Device Types

Device types determine how Netreo communicates with a managed device and what kind of data is collected from it.

See Device Types/Subtypes for detailed information about device types and subtypes and how they are used in Netreo.

Create a New Device Type

To create an entirely new device type in Netreo, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select Create Device Type.
4. On the POLLING ADMINISTRATION: Create Device Types page:
   1. In the TYPE TITLE field, enter a name for your new device type.
   2. Configure the device type settings as desired. See Device Types/Subtypes for information about each setting.
   3. Select Create.
      • Your new device type is created and appears in the device type table on the Polling Administration page.
   4. You may now add pollers to your device type to collect data from the managed device to which it is assigned and create or select subtypes  to be associated with it. See "Add a Poller to a Device Type" and "Associate a Subtype With a Device Type" under "Edit a Device Type" below for instructions on how to perform these tasks.
      • You must add pollers to your device type if you want it to collect data from a device.

Upload a Device Type to the Netreo/Overview Cloud Library

If you have created a new device type and would like to upload it to the Netreo Cloud Library (must be approved by Netreo) for public use or to the cloud library of a Netreo Overview for private distribution within your organization, follow the steps below. The cloud library to which you upload is determined by your Netreo deployment. Netreo Overview and stand-alone Netreo deployments upload to the Netreo Cloud Library (which is public), while Netreo appliances deployed as clients of a Netreo Overview upload to the cloud library of that Netreo Overview.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. In the device type table, locate the device type that you wish to upload.
   • By default, the table is sorted alphabetically by device type name. Or, use the search box at the top of the table to show only device types with names that include the entered search terms.
4. Select the device type's upload icon in the ACTIONS column.
5. In the confirmation dialog that appears, select OK.

Device types uploaded to the Netreo Cloud Library must be approved before they appear in the library.

Device types uploaded to a Netreo Overview cloud library appear immediately.

Download a Device Type From the Netreo/Overview Cloud Library

If you would like to download a device type from a cloud library to be installed in your Netreo deployment, follow the steps below. The cloud library from which you may download is determined by your Netreo deployment type. Netreo Overview and stand-alone Netreo deployments download from the Netreo Cloud Library (which is public), while Netreo appliances deployed as clients of a Netreo Overview download from the cloud library of that Netreo Overview. Attempting to download a device type that already exists in your deployment causes the downloaded version to overwrite the existing version, so be sure that this is what you want (typically used for updating device types).

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select Device Types Cloud Library to open the Device Type Cloud Library page.
4. In the device type table, locate the device type that you wish to download.
   • By default, the table is sorted alphabetically by device type name. Or, use the search box at the top of the table to show only device types with names that include the entered search terms.
5. Select the device type's download icon in the ACTIONS column.
6. In the confirmation dialog that appears, select OK.
7. The device type is installed in your Netreo deployment.
   • Repeat until all desired device types are downloaded.

When finished, you may select Polling Administration to return to the Polling Administration page.

Edit a Device Type

If you would like edit an existing device type, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. In the device type table, locate the device type that you wish to edit.
   • By default, the table is sorted alphabetically by device type name. Or, use the search box at the top of the table to show only device types with names that include the entered search terms.
4. Select the device type's edit icon in the ACTIONS column to open its configuration settings page.
5. Edit the device type as desired. See Device Types/Subtypes for information about each setting.
6. When finished, select Update.

Add a Poller to a Device Type

coming soon

Associate a Subtype With a Device Type

These are not the steps to assign a device subtype to a managed device. See "Change the Device Subtype(s) Assigned to a Managed Device (Add/Remove)" below for those instructions. These steps are for associating a subtype with a specific device type so that the subtype will show up in the selection list when assigning subtypes to managed devices.

To associate a subtype with a device type, follow the steps below.

1. Follow the steps in Edit a Device Type" above to open the configuration settings page for the device type.
2. In the Polling Additional Information section, locate the Related Subtypes table.
3. If you would like to create a new subtype to associate, select the create subtype icon (+) and follow the instructions in "Create a New Device Subtype" below beginning at step 5a.
4. If you would like to select existing subtypes to associate, select the edit icon.
5. On the page that appears, select the subtypes that you would like to associate with this device type from the list (multi-selection is allowed).
6. Select Update.

The selected subtypes now appear in the Related Subtypes table. Any managed device assigned with that respective device type may now also assign any of the associated subtypes to that device for additional data collection.

Delete a Device Type

If you would like to delete an existing device type, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. In the device type table, locate the device type that you wish to delete.
   • By default, the table is sorted alphabetically by device type name. Or, use the search box at the top of the table to show only device types with names that include the entered search terms.
4. Select the device type's delete icon in the ACTIONS column.
5. In the confirmation dialog that appears, select OK.
6. The device type is permanently deleted from your Netreo deployment.

If you would like to restore a deleted device type, they may typically be re-downloaded from a cloud library. However, custom device types that exist only within your deployment cannot be restored in this way.

Change the Device Type of a Managed Device

If you would like to manually change the device type of a managed device, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Open the Device Dashboard of the managed device that you wish to change, either by selecting its name in a device group or by searching for the device using the search box at the top of the user interface.
3. Select the gear icon at the top right of the Device Dashboard to open the device's administrative view.
4. Select Show Advanced Options at the bottom of the Details area.
5. Locate the DEVICE/SUBTYPE field and select the edit icon to its left to open the device type assignment page.
6. Under the Primary Type field use the pull-down menu to select the desired device type.
   • If desired, select any subtypes you would like assigned to this device as well (multiple subtypes may be selected).
7. Select Update.

It may take a while after updating for Netreo to begin collecting performance data based on the new device type.

Device Subtypes

Create a New Device Subtype

To create an entirely new device type in Netreo, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select View Subtypes to open the Polling Administration: Sub Types page.
4. Select Create Subtype.
5. On the POLLING ADMINISTRATION: Subtype page:
   1. In the SUBTYPE TITLE field, enter a name for your new device subtype.
   2. Configure the device subtype settings as desired. See Device Types/Subtypes for information about each setting.
   3. Select Create.
      • Your new device subtype is created and appears in the device subtype table on the Polling Administration: Subtypes page.
   4. You may now add pollers to your device subtype to collect data from the managed device  to which it is assigned.
      • You must add pollers to your device subtype if you want it to collect data from a managed device.

In order for your new subtype to be available to assign to a managed device, it must first be associated with a device type (see "Associate a Subtype With a Device Type" under "Edit a Device Type" above for instructions on how to do this).

Upload a Device Subtype to the Netreo/Overview Cloud Library

If you have created a new device subtype and would like to upload it to the Netreo Cloud Library (must be approved by Netreo) for public use or to the cloud library of a Netreo Overview for private distribution within your organization, follow the steps below. The cloud library to which you upload is determined by your Netreo deployment. Netreo Overview and stand-alone Netreo deployments upload to the Netreo Cloud Library (which is public), while Netreo appliances deployed as clients of a Netreo Overview upload to the cloud library of that Netreo Overview.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select View Subtypes to open the Polling Administration: Sub Types page.
4. In the device subtype table, locate the device subtype that you wish to upload.
   • By default, the table is sorted alphabetically by device subtype name. Or, use the search box at the top of the table to show only device subtypes with names that include the entered search terms.
5. Select the device subtype's upload icon in the ACTIONS column.
6. In the confirmation dialog that appears, select OK.

Device subtypes uploaded to the Netreo Cloud Library must be approved before they appear in the library.

Device subtypes uploaded to a Netreo Overview cloud library appear immediately.

Download a Device Subtype From the Netreo/Overview Cloud Library

If you would like to download a device subtype from a cloud library to be installed in your Netreo deployment, follow the steps below. The cloud library from which you may download is determined by your Netreo deployment type. Netreo Overview and stand-alone Netreo deployments download from the Netreo Cloud Library (which is public), while Netreo appliances deployed as clients of a Netreo Overview download from the cloud library of that Netreo Overview. Attempting to download a device subtype that already exists in your deployment causes the downloaded version to overwrite the existing version, so be sure that this is what you want (typically used for updating device types).

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select View Subtypes to open the Polling Administration: Sub Types page.
4. Select Device Subtypes Cloud Library to open the Device Subtype Cloud Library page.
5. In the device subtype table, locate the device subtype that you wish to download.
   • By default, the table is sorted alphabetically by device subtype name. Or, use the search box at the top of the table to show only device subtypes with names that include the entered search terms.
6. Select the device subtype's download icon in the ACTIONS column.
7. In the confirmation dialog that appears, select OK.
8. The device subtype is installed in your Netreo deployment.
   • Repeat until all desired device subtypes are downloaded.

Edit a Device Subtype

If you would like edit an existing device subtype, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select Device Subtypes Cloud Library to open the Device Subtype Cloud Library page.
4. In the device subtype table, locate the device subtype that you wish to edit.
   • By default, the table is sorted alphabetically by device subtype name. Or, use the search box at the top of the table to show only device subtypes with names that include the entered search terms.
5. Select the device subtype's edit icon in the ACTIONS column to open its configuration settings page.
6. Edit the device subtype as desired. See Device Types/Subtypes for information about each setting.
7. When finished, select Update.

Delete a Device Subtype

If you would like to permanently delete an existing device subtype from Netreo, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Go to the main menu and select Administration > Change Devices > Edit Device Types/Subtypes to open the Polling Administration page.
3. Select View Subtypes to open the Polling Administration: Sub Types page.
4. In the device subtype table, locate the device subtype that you wish to delete.
   • By default, the table is sorted alphabetically by device subtype name. Or, use the search box at the top of the table to show only device subtypes with names that include the entered search terms.
5. Select the device subtype's delete icon in the ACTIONS column.
6. In the confirmation dialog that appears, select OK.
7. The device subtype is permanently deleted from your Netreo deployment.

If you would like to restore a deleted device subtype, they may typically be re-downloaded from a cloud library. However, custom device subtypes that exist only within your deployment cannot be restored in this way.

Change the Device Subtype(s) Assigned to a Managed Device (Add/Remove)

To change the device subtypes assigned to a managed device, follow the steps below.

1. Log in to Netreo as a user with the SuperAdmin access level.
2. Open the Device Dashboard of the managed device to which you wish to assign the subtype, either by selecting its name in a device group or by searching for the device using the search box at the top of the user interface.
3. Select the gear icon at the top right of the Device Dashboard to open the device's administrative view.
4. Select Show Advanced Options at the bottom of the Details area.
5. Locate the DEVICE/SUBTYPE field and select the edit icon to its left to open the device type assignment page.
6. In the Secondary Type(s) field select the subtype(s) you would like assigned to this device (multiple subtypes may be selected).
7. Select Update.

If assigning a new subtype to a device, it may take a while after updating for Netreo to begin collecting performance data based on the new device subtype.