To create a navigation group

1        Hover over the item under which you wish to create a group.

     To group clients, hover over the blue system icon.

     To group virtual machines, hover over the desired Hyper-V or ESX Server.

Note: To group virtual machines, you must be able to view VMs in the Navigation pane. If you do not see VMs, click the Gear icon at the bottom of the Navigation pane, check Show Virtual Machines in Navigation Tree, and click Confirm.

2        Click the folder icon that displays to the item’s right.

If the folder icon does not display (and the folder icon at the bottom of the Navigation pane has a red X) enable the Navigation grouping feature by selecting the folder icon.

3        Enter a Group Name.

4        (Optional) Select a color for the group. This allows for further distinction between each group. If a color is not specified, the default color is applied.

5        (Optional) Check the Set as default box to make the selected color the default.

6        Check the Configure Group box. The Add New Group window displays.

7        (Optional) Click the Users tab to add users to the group. For details, see To assign users to a navigation group. If no users are assigned, the group is visible to all Unitrends users with Superuser or Administrator privileges.

Note: Unitrends users with Superuser or Administrator privileges are selected by default to see all groups. 

8        (Optional) Click the Not in Group tab to see all items that are not in the group. Check boxes as desired to add items.

9        Review your selections on the Not in Group and In Group tabs to ensure the items display as desired.

10    Click Save.