Note: A user who has permission to view limited resources can view only the site(s) associated with those resources.

To view the site details:

1. Search for the site and click the site name. The site details are displayed.
   
   
   

The site details page shows the following information:

• Header: Displays the site description and scheduled maintenance window information including maintenance window name, date, and time, UUID and description.
  Note: These links are not clickable.

• Body: Displays the resources that are, by default, grouped by Availability State. The resource sites listing page allows you to group resources in the following ways:

  • By Availability State. Groups resources based on their current availability states (Down, Up, Unknown, Undefined, Unmonitored). This view helps you quickly identify resources by their state.
  • By Native Type. Resources are grouped by their native types (VMware Virtual Machine, K3s Master, etc.). By default, if native type is not available for a resource, it is listed as NULL native type.
  • By Installed App Name. Resources are grouped based on installed applications. This view shows counts across categories (ALL, NULL, VMware Virtual Machine, VMware host, etc.) and allows you to see which apps are installed on different resources with their associated counts.
  • By State. Groups resources based on their current states (Managed, Unmanaged, Discovered).
  • By Metric. The top 50 and bottom 50 resources are shown for metrics (CPU, Disk, Memory) within a group or site. This grouping allows you to focus on the best and worst performing resources, CPU, Disk and Memory usage percentage.
    
    

  It also has Search, Filter, Export, and column Settings options.
  See Infrastructure Search for more information on these features.
  To view resource summary:

  1. Use search option to search for the resource.
  2. Click the resource name. A slide-out is displayed that has all the information related to the resource including resource name, Ip Address, number of alerts, tickets, notes, schedule maintenance details, Overview, Related resources, custom attributes, related service groups and resource groups.
     You can perform actions like assign credentials and custom attributes, add maintenance window or a note, edit attributes, assign templates, unmanage, and delete.
     Refer above link for more details.

You can update the following fields:

• Site Name
• Description
• Site Location details
• Primary Contact information
• Assigned Resources

Follow these steps to edit an existing site:

1. Navigate to Infrastructure > Sites.

2. From Infrastructure Home Tab, click the Resource Categories dropdown available on the left pane.

3. Select Sites. All sites under the tenant are listed.

4. Click search icon and enter the site name.

5. Hover over the site name and click action (three dots) icon.

6. Select Edit. The EDIT SITE screen is displayed.

   

7. Update the details on EDIT SITE screen:

   SITE DETAILS

   Field Name	Field Type	Description
   Name	String	Update the site name, if required.
   Parent site	Dropdown	This field is not editable.
   Description	String	Update description of the site.
   SITE LOCATION	String	Update fields like Country, State, Zip, City, and Address as required.
   PRIMARY CONTACT	String	Update fields like User and Phone as required.
   ASSIGNED RESOURCES: Filter Criteria	Selection	To assign resources using Filter Criteria: Click anywhere in the Filter Criteria box and modify the query in the advanced search box, if required. The matching results are displayed. Click APPLY SELECTION. The updated OpsQL query is displayed in the Filter Criteria box. Resources are added. Note: The maximum number of regex terms that can be used is 5.
   Manually Assigned Resources	Dropdown	You can assign or unassign resources in this field. To manually assign resources: Click anywhere in the Manually Assigned Resources dropdown and select the resources. You can also click ADVANCED SEARCH in the dropdown, to add multiple resources. Select the resources and click APPLY SELECTION. Resources are added. Note: You can assign a maximum of 100 resources. To unassign a resource: Click x next to the resource name.

8. Click SAVE. The site details are saved.

   Note: When a resource(s) is assigned or unassigned from a site, the corresponding log is visible in the Audit Details reporting app.

Follow these steps to add a subsite under a site:

1. Navigate to Infrastructure > Sites.
2. From Infrastructure Home Tab, click the Resource Categories dropdown available on the left pane.
3. Select Sites. All the sites under the tenant are listed.
4. Click search icon and enter the site name.
5. Hover over the site name and click action (three dots) icon.
6. Select Add Subsite. The ADD SITE screen is displayed.
   You can change the Parent site, if required.
   For more information on how to add site, see Create a site.
7. Click SAVE. The Subsite is created and is displayed under the parent site.
   • A down arrow indicates a site that has a Subsite. Click the down arrow to view the created Subsite.
   • You can create a Subsite for a child site.

You can create scheduled maintenance on a site.

Follow these steps to add scheduled maintenance:

1. Navigate to Infrastructure > Sites.
2. From Infrastructure Home Tab, click the Resource Categories dropdown available on the left pane.
3. Select Sites. All the sites under the tenant are listed.
4. Click search icon and enter the site name.
5. Hover over the site name and click action (three dots) icon.
6. Select Add Maintenance Window. The ADD MAINTENANCE WINDOW screen is displayed.
7. See Scheduled Maintenance for information on how to create scheduled maintenance.
8. Click SAVE. The maintenance window is saved and a confirmation message appears.

The View Activity Log functionality allows you to access logs related to sites. It allows you to monitor all activities and modifications made to sites.

Follow these steps to view activity logs:

1. Navigate to Infrastructure > Sites.
2. From Infrastructure Home Tab, click the Resource Categories dropdown available on the left pane.
3. Select Sites. All the sites under the tenant are listed.
4. Click search icon and enter the site name.
5. Hover over the site name and click action (three dots) icon.
6. Select View Activity Log. The Logs window is displayed.

   

7. Click on a log. The LOG DETAILS slide-out is displayed with additional information on the log.

• To display logs based on date range:

  1. Click the date picker icon and select the desired range.
     By default, logs are displayed for the last 7 days.
  2. Click APPLY.
     
     

• To filter logs based on status:

  1. Click the dropdown next to the date picker.
  2. Select a status. By default, all success logs are displayed.

Note: Logs are generated based on rules. If resources are added manually, then logs do not appear.

Version history provides a record of changes made to a site. You can use it to review the current configuration, compare it with an earlier version, and restore a previous version.

Version history is enabled by default for sites. A version is created when a site is created or updated.

Permissions

Your access to version history is based on your permissions for the site:

• To view version history, you must have permission to view the site.
• To restore a version, you must have permission to modify or update the site.

Why use version history?

Updating a site, including changing its name, location, site location, assign resources, or any other setting can change which resources belong to the site and how the site is used elsewhere in the platform. For example, an unintended change to a site’s configuration, such as modifying a rule or removing a resource, can cause resources to be added to or dropped from the site unexpectedly.

Use version history to:

• View snapshots of a site configuration.
• Identify values that changed between versions.
• Compare the current version with an earlier version.
• Compare two older versions.
• Restore a suitable earlier version.

View version history

View the version history of a site to review its current configuration and previously saved versions.

Follow these steps to view a site’s version history:

1. Navigate to Infrastructure > Sites.
2. Search for the site you want to view version history.
3. Hover the mouse over the site name and click the ellipsis (…) icon.
4. Select Version History.
   
   
   The Version History page appears with the current site configuration, by default. The dropdown lists the current version with timestamp.
   
   
   
5. Clicking the dropdown lists the available earlier versions.
   
   
   

You can click the versions in the dropdown to review the changes. The selected version displays the site configuration, allowing you to compare it with the current version and identify any values that changed.

Compare versions

Compare two versions of a site to see how changes to its configuration, such as rules, affect which resources belong to the site. This comparison helps you identify the cause of unexpected changes in the site and decide whether to restore an earlier version.

Follow these steps to compare versions:

1. Navigate to Infrastructure > Sites.
2. Search for the site you want to compare versions.
3. Hover the mouse over the site name and click the ellipsis (…) icon.
4. Select Version History.
   
   
   The Version History page appears with the current group configuration, by default. The dropdown lists the current version with timestamp.
   
   
   
5. Clicking the dropdown lists the available earlier versions.
   
   
   
6. Click +Compare at the top right corner of the page.
   
   
   By default, the system compares the current version with the version immediately preceding it.
   
   
   The comparison highlights the changes made. Review the differences between the configuration values.

• You can select another older version to compare with the current version, or compare two older versions.

Comparison helps you determine which site configuration change might have caused unexpected membership changes.

Restore a version

Restore an earlier version of a site when you need to revert recent configuration changes. The restored configuration becomes the current version while preserving the existing version history.

Follow these steps to restore a version:

1. Navigate to Infrastructure > Sites.
2. Search for the site you want to restore a version of.
3. Hover the mouse over the site name and click the ellipsis (…) icon.
4. Select Version History. The Version History page appears with the current group configuration, by default.
5. Click +Compare at the top right corner of the page.
   
   
   By default, the system compares the current version with the version immediately preceding it.
6. From the dropdown on the right, select the version you want to restore.
   
   
   
7. Click Restore. A confirmation message appears.
8. Click Restore.

Restoring a version creates a new version. Existing versions remain in the version history. After the operation is complete, the restored values become the current configuration.

Version retention and deleted sites

Version history is retained only while the site exists.

Follow these steps to remove a site:

1. Navigate to Infrastructure > Sites.
2. From Infrastructure Home Tab, click the Resource Categories dropdown available on the left pane.
3. Select Sites. All the sites under the tenant are listed.
4. Click search icon and enter the site name.
5. Hover over the site name and click action (three dots) icon.
6. Select Remove. A confirmation popup is displayed.
   Note:
   • The site and its subsites will be removed. Any resources assigned to this site will remain intact and will not be deleted.
     
   • Verify the deletion to prevent accidental removal of critical sites.
7. Click REMOVE.