Client Manager Overview

The Client Manager is your central hub for monitoring and managing SaaS client deployments.

Client Manager Overview

The Client Manager is your central hub for monitoring and managing SaaS client deployments. It provides real-time visibility into all your clients and powerful tools for scheduling and tracking updates.

What is the Client Manager?

The Client Manager displays all TOC client instances in a centralized table view, allowing you to:

  • Monitor deployment status - See at a glance which clients are up-to-date, updating, or experiencing issues
  • Search and filter - Quickly find specific clients using powerful search and filtering tools
  • Schedule updates - Select clients and schedule version updates individually or in bulk
  • Track deployment history - Access detailed logs of past deployments
  • View real-time updates - Enable live updates to monitor ongoing deployments automatically

Accessing the Client Manager

To access the Client Manager:

  1. Log in to the Cloudscape platform
  2. Click Product in the main navigation
  3. Select your product (ERP Pro, School ERP Pro, etc.)
  4. Click Client Updates or Client Manager

The Client Manager will load, displaying all clients for the selected product.

Main Features at a Glance

Quickly find clients by searching for:

  • Tenant name
  • Client identifier
  • Product name
  • Machine name

Learn more: Filtering & Search

2. Filter Controls

Narrow down the client list using filters:

  • Region - Filter by AWS region (us-east-1, us-west-2, etc.)
  • Version - Filter by deployed version
  • Update Status - Filter by deployment status (Success, Failed, Updating, Pending)
  • Update Group - Filter by schedule group assignment

Learn more: Filtering & Search

3. Client Data Table

The main table displays critical information for each client:

  • Client ID - Unique identifier
  • Tenant - Organization name
  • Region - AWS deployment region
  • Version - Currently deployed version
  • Update Status - Latest deployment result
  • Last Run - When the last update occurred
  • Next Update - When the next update is scheduled
  • Update Group - Assigned schedule group (if any)
  • Actions - Quick actions (view logs, schedule update, view details)

4. Multi-Select Actions

Select multiple clients using checkboxes to:

  • Schedule updates for multiple clients at once
  • View selected client details
  • Perform bulk operations

5. Deployment Logs

Click the View Logs action for any client to see:

  • Deployment history
  • Log details for each deployment
  • Links to Octopus Deploy for detailed deployment information
  • Success/failure status for each deployment

Learn more: Viewing Deployment Logs

6. Live Updates

Enable automatic refresh to monitor deployments in real-time:

  • Toggle live updates on/off
  • Choose refresh scope (Active clients, Current page, or All clients)
  • Automatic polling for status changes

Learn more: Live Updates

Understanding the Interface

Status Indicators

The Client Manager uses color-coded status indicators to show deployment results at a glance:

  • Green (Success) - Update completed successfully
  • Red (Failed) - Update encountered an error
  • Blue (Updating) - Update is currently in progress
  • Yellow (Pending) - Update is scheduled but not yet started
  • Gray (Unknown) - Status could not be determined

Learn more: Understanding Statuses

Date/Time Display

Dates and times are displayed in your local timezone and show:

  • Last Run - When the most recent update occurred
  • Next Update - When the next scheduled update will begin

Action Buttons

Each client row includes quick action buttons:

  • View Logs - Open deployment history
  • Schedule Update - Schedule a new update
  • Details - View detailed client information

Common Tasks

Check Client Status

Navigate to Client Manager and locate your client in the table. The status column shows the current deployment state.

Find a Specific Client

Use the search bar or filters to quickly locate clients by name, ID, region, version, or status.

Learn more: Filtering & Search

Schedule an Update

Select one or more clients, click Schedule Update, choose the target version and timing, then confirm.

Learn more: Scheduling Updates

Monitor an Ongoing Deployment

Enable live updates to automatically refresh client status during deployments. The status will update as the deployment progresses.

Learn more: Live Updates

Review Deployment History

Click View Logs for any client to see past deployments, including success/failure status and detailed logs.

Learn more: Viewing Deployment Logs

Tips for Effective Use

  1. Use Filters Strategically - Combine multiple filters to quickly find the clients you need
  2. Enable Live Updates During Deployments - Monitor progress in real-time without manual refreshing
  3. Check Logs Before Updates - Review recent deployment logs to identify potential issues
  4. Use Schedule Groups - Organize clients into groups for more efficient update management
  5. Monitor Status Colors - Quickly identify clients needing attention by scanning status indicators

Next Steps

For additional help, contact your system administrator or refer to the specific feature documentation linked above.