Navigate Configuration Manager

Access and navigate Configuration Manager through the Itential Platform interface.

Open Configuration Manager

To access Configuration Manager:

Configuration Manager opens in your active browser tab.

Understand the interface

Configuration Manager organizes content into five main views:

Toolbar actions

The toolbar at the top provides quick access to common tasks:

• Create (+): Create new configurations, groups, or parsers
• Search (🔍): Search across device collections
• Home (🏠): Return to the Configuration Manager home page
• Documentation (📖): Open product documentation
• About (☰): View release version information

Home page features

The home page includes:

• Pinned items: Quick access to frequently used elements
• Quick Start card: Search device collections or create new ones
• Recent activity: View recent configuration operations

Work with devices

Access device details from the left navigation menu.

Device details view

The device details page displays information in two sections:

Upper card (summary):

Lower card (tabs):

Work with device groups

Device groups represent collective associations of device IDs for bulk operations.

View group details

To open a device group:

Edit device groups

From the group details page, you can:

• Add or remove devices from the group
• Update group name and description via the settings menu (vertical dots icon)
• View all devices currently in the group

Work with device backups

Device backups provide point-in-time configuration snapshots.

Backup list view

The backups view provides:

• Filtering: Narrow results by device, date, or status
• Sorting: Order backups chronologically or by other criteria
• Pagination: Navigate through large backup sets
• Batch deletion: Remove multiple backups at once

Backup details view

The backup details page displays:

Upper card:

• Backup metadata (device, timestamp, status)

Lower card tabs:

Edit backup metadata

To modify backup properties:

Next steps