Filtering and Search

The Client Manager provides powerful search and filtering capabilities to help you quickly find specific clients or groups of clients.

Filtering and Search

The Client Manager provides powerful search and filtering capabilities to help you quickly find specific clients or groups of clients. This guide explains how to use each feature effectively.

Search Bar

The search bar is located at the top of the Client Manager and allows you to perform text-based searches across multiple fields.

What Can You Search?

The search function looks for matches in:

• Tenant name - Organization or customer name
• Client identifier - Unique client ID
• Product name - TOC product type (ERP Pro, School ERP Pro, etc.)
• Machine name - Server or instance name

How to Search

1. Click in the search bar at the top of the page
2. Type your search term (e.g., “Acme Corp”, “prod-server-01”, etc.)
3. Results filter automatically as you type
4. Clear the search by deleting text or clicking Clear Filters

Search Tips

• Partial Matches - The search finds partial matches, so “acme” will find “Acme Corporation”
• Case Insensitive - Searches are not case-sensitive (“ACME” = “acme” = “Acme”)
• Multiple Words - Search terms with spaces look for exact phrase matches
• Quick Access - The search updates in real-time as you type

Examples

Filter Controls

Filters allow you to narrow down the client list based on specific attributes. Multiple filters can be combined to create precise views.

Available Filters

1. Region Filter

Filter clients by AWS deployment region.

Options:

• All Regions (default)
• us-east-1
• us-west-2
• eu-west-1
• Other regions as configured

Use Case: View all clients in a specific geographic region for regional updates or troubleshooting.

Example: Select “us-east-1” to see only clients deployed in the US East region.

2. Version Filter

Filter clients by the currently deployed TOC version.

Options:

• All Versions (default)
• Individual version numbers (e.g., 2024.11.1, 2024.10.2)

Use Case: Identify clients running outdated versions or verify version consistency across clients.

Example: Select “2024.10.2” to find all clients that haven’t been updated to the latest release.

3. Update Status Filter

Filter clients by their most recent deployment status.

Options:

• All - Show all clients regardless of status
• Any Known - Show clients with any known status (excludes Unknown)
• Success - Show only clients with successful deployments
• Failed - Show only clients where the last deployment failed
• In Progress - Show clients currently being updated
• Pending - Show clients with scheduled updates not yet started

Use Case: Quickly identify clients needing attention (Failed) or monitor ongoing deployments (In Progress).

Example: Select “Failed” to see which clients need troubleshooting after a deployment.

Learn more: Understanding Statuses

4. Update Group Filter

Filter clients by their schedule group assignment.

Options:

• All Groups (default)
• Individual schedule group names (e.g., “Production Weekends”, “Dev Daily”)

Use Case: View all clients in a specific schedule group for coordinated updates.

Example: Select “Production Weekends” to see all clients scheduled for weekend maintenance updates.

Learn more: Schedule Groups Overview

Combining Filters

Filters work together to create powerful, precise views. All active filters are applied simultaneously using AND logic.

Examples

Find failed deployments in a specific region:

• Set Region: us-east-1
• Set Update Status: Failed
• Result: Only clients in us-east-1 with failed updates

View outdated clients in a schedule group:

• Set Update Group: Production Weekends
• Set Version: 2024.10.2
• Result: All clients in “Production Weekends” group still on version 2024.10.2

Monitor in-progress updates:

• Set Update Status: In Progress
• Enable Live Updates (see Live Updates)
• Result: Real-time view of all currently updating clients

Clearing Filters

Clear All Filters

Click the Clear Filters button at the top right of the filter section to:

• Remove all active filters
• Clear the search text
• Return to the full client list

Clear Individual Filters

To clear a single filter:

1. Click the filter dropdown
2. Select the “All” or default option (e.g., “All Regions”, “All”)

Clear Search Only

To clear just the search text:

1. Click in the search bar
2. Delete the text manually
3. Filters remain active

Filter Persistence

Filters are maintained while you:

• Navigate within the Client Manager
• Perform actions (schedule updates, view logs)
• Refresh the page (browser session)

Filters reset when you:

• Navigate away from Client Manager
• Click Clear Filters
• Log out

Advanced Filtering Strategies

1. Pre-Update Health Check

Before scheduling updates, check for issues:

• Set Update Status: Failed
• Review clients that had recent failures
• Fix issues before proceeding with new updates

2. Staggered Update Monitoring

Monitor updates across groups:

• Set Update Group: [specific group]
• Set Update Status: In Progress or Pending
• See which groups are currently deploying

3. Version Compliance Audit

Ensure all clients are on approved versions:

• Set Version: [older version]
• Identify clients needing updates
• Schedule updates as needed

4. Regional Maintenance Windows

Manage updates by region:

• Set Region: [target region]
• Set Update Status: Pending
• Verify scheduled updates for the region

Filter Performance Tips

1. Use Filters First, Then Search - Apply filters to narrow results before using search for best performance
2. Combine Related Filters - Use Region + Update Group together for regional group views
3. Bookmark Common Views - Use browser bookmarks for frequently used filter combinations (future feature)

Troubleshooting

No Results Displayed

If no clients appear after filtering:

1. Check that you have clients matching your criteria
2. Click Clear Filters to reset and start over
3. Try broader filter settings (e.g., “All” instead of specific values)
4. Check for typos in the search bar

Filters Not Working

If filters don’t seem to apply:

1. Ensure data has finished loading (check for loading indicator)
2. Try refreshing the page
3. Clear all filters and reapply them one at a time
4. Check browser console for errors (contact administrator if needed)

Search Not Finding Known Clients

If search doesn’t find a client you know exists:

1. Try a different search term (partial name, ID, etc.)
2. Check for typos or extra spaces
3. Clear all filters - they may be hiding the client
4. Try searching by different fields (machine name vs tenant name)

Next Steps

Now that you understand filtering and search:

• Learn about Status Indicators
• Try Scheduling Updates
• Set up Live Updates for real-time monitoring

Need help? Contact your system administrator or refer to the Client Manager Overview.